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 | SFE Investment Counsel | 4,784 | -4.64 | 599 | -9.94 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 26,206 | -35.58 | 3,279 | -39.11 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 42,477 | -38.99 | 5,315 | -42.33 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2026-01-29 | 13F | Comerica Bank | 79,611 | -11.44 | 10,538 | -10.02 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5,555 | -3.22 | 695 | -8.43 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2,861 | -1.65 | 358 | -7.01 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 206,054 | -3.45 | 25,784 | -8.73 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 93,223 | -30.98 | 11,665 | -34.76 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 10,228 | -0.39 | 1,280 | -5.89 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 3,091 | -20.87 | 387 | -25.34 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 4,038 | -46.47 | 505 | -49.40 | ||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 137,671 | -1.95 | 17,227 | -7.31 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 60,000 | -3.47 | 7,508 | -8.75 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6,506 | -1.05 | 814 | -6.44 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 136,923 | -6.95 | 17,133 | -12.03 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 343,984 | -0.11 | 43,043 | -5.58 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8,402 | -0.15 | 1,051 | -5.57 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 48,697 | -6.59 | 6,094 | -11.70 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 75,316 | -2.90 | 9,424 | -8.21 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 4,608 | -1.43 | 577 | -6.80 | ||||
| 2026-05-14 | 13F | Betterment LLC | 5,769,076 | -3.94 | 722 | -9.19 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 396 | -4.35 | 50 | -9.26 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 15,921 | -1.49 | 1,992 | -6.87 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 20,957 | -4.81 | 2,622 | -10.02 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 17,817 | -6.61 | 2,229 | -11.72 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 273,151 | -45.41 | 34,491 | -48.69 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 17,339 | -14.44 | 2,170 | -19.13 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 8,666 | -18.90 | 1,084 | -23.34 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 178 | -39.46 | 22 | -42.11 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 35,362 | -1.56 | 4,425 | -6.96 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 24,038 | -5.42 | 3,008 | -10.61 | ||||
| 2026-05-01 | 13F | American Trust | 9,302 | -3.26 | 1,164 | -8.57 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 10,948 | -6.75 | 1,370 | -11.90 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 208,185 | -4.48 | 26,050 | -9.71 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 106,852 | -1.37 | 13,370 | -6.76 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 47,690 | -15.74 | 5,967 | -20.36 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8,913 | -0.55 | 1,180 | 1.03 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 71,989 | -0.46 | 9,008 | -5.89 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 3,629 | -5.96 | 454 | -10.98 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 152 | -11.63 | 19 | -13.64 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 10,761 | -5.98 | 1,467 | -3.23 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 116,135 | -5.63 | 14,532 | -10.80 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 55,683 | -2.03 | 6,968 | -7.39 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Sierra Capital LLC | 18,016 | -0.04 | 2 | 0.00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 3,438 | -31.79 | 430 | -35.53 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 182,163 | -1.53 | 22,794 | -6.91 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 1,154,700 | -0.50 | 144,488 | -5.94 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 5,298 | -0.73 | 663 | -6.23 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 6,495 | -2.51 | 860 | -0.92 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 147,334 | -11.52 | 19,503 | -19.40 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 7,537 | -19.44 | 950 | -23.26 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 463 | -21.66 | 58 | -26.92 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 11,902 | -9.72 | 1,489 | -14.67 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2,923 | -0.37 | 366 | -5.93 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 131,175 | -3.13 | 16,414 | -8.42 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5,573,441 | -0.08 | 697,405 | -5.55 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 15,625 | -2.44 | 1,955 | -7.74 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 138,126 | -1.46 | 17,284 | -6.86 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 434,589 | -6.83 | 57,527 | 95,776.67 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 250 | -79.51 | 31 | -80.75 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 214,951 | -3.62 | 26,897 | -8.89 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 27,591 | -8.58 | 3,452 | -13.59 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 10,766 | -1.11 | 1,423 | 0.35 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 2,995 | -7.30 | 375 | -13.23 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 645,766 | -1.02 | 81 | -6.98 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 13,401 | -1.82 | 1,677 | -6.32 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 429,022 | -1.32 | 53,684 | -6.71 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 523 | -19.91 | 65 | -24.42 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 14,365 | -10.77 | 1,797 | -15.63 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 5,099 | -0.31 | 638 | -5.76 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 442,595 | -3.61 | 55,382 | -8.92 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 3,599 | -4.61 | 450 | -9.82 | ||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 185,931 | -0.33 | 23,265 | -5.78 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 788,473 | -2.77 | 98,662 | -8.09 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 10,742 | -0.94 | 1,344 | -6.34 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 50,688 | -0.30 | 6,343 | -5.75 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 52,883 | -2.09 | 6,617 | -7.44 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | First Foundation Advisors | 459,085 | -1.77 | 57,445 | -7.14 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 3,141 | -4.99 | 393 | -10.07 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 61,275 | -23.29 | 7,667 | -27.49 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 3,768 | -2.00 | 472 | -7.28 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 19,680 | -3.28 | 2,463 | -8.58 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 7,272 | -2.64 | 910 | -8.00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 2,677 | -4.97 | 335 | -10.22 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 10,795 | -12.20 | 1,351 | -17.03 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2,249 | -27.36 | 281 | -31.30 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4,777 | -0.25 | 598 | -5.69 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 177 | -13.24 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2,786 | -84.65 | 349 | -85.51 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 2,232 | -23.35 | 312 | -18.96 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 2,600 | -9.12 | 325 | -14.02 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1,787 | -17.42 | 224 | -22.03 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 64 | -4.48 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 365 | -9.88 | 46 | -15.09 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 3,251 | -40.82 | 444 | -39.73 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2,831 | -4.39 | 344 | -12.02 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 4,486 | -4.37 | 561 | -9.52 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 38,688 | -25.96 | 4,841 | -30.02 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 49,307 | -0.15 | 6,171 | -5.61 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 21,252 | -26.82 | 2,659 | -30.83 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 157 | -63.06 | 20 | -66.07 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 10,375 | -4.31 | 1,298 | -9.55 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 45,768 | -0.74 | 5,727 | -6.18 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 81,641 | -14.45 | 10,216 | -19.13 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 17,950 | -1.86 | 2,246 | -7.23 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 219,388 | -10.74 | 27,473 | -15.62 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 9,246 | -10.57 | 1,166 | -14.84 | ||||
| 2026-05-05 | 13F | PFG Advisors | 41,616 | -41.43 | 5,207 | -44.64 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 327 | -4.66 | 41 | -11.11 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 6,338 | -4.03 | 793 | -9.27 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 6,074 | -27.15 | 760 | -31.10 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 3,721 | -9.31 | 466 | -14.36 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1,827 | -3.59 | 229 | -8.80 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 376,239 | -0.72 | 47,079 | -6.15 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 2,473 | -25.82 | 310 | -29.93 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 12,916 | -5.04 | 1,616 | -10.22 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3,839 | -13.94 | 480 | -18.64 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 4,273 | -3.17 | 535 | -8.56 | ||||
| 2026-02-04 | 13F | Nwam Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 3,825 | -0.68 | 479 | -6.09 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 7,777 | -3.95 | 973 | -9.15 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 30,941 | -3.36 | 3,872 | -8.64 | ||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 12,380 | -1.59 | 1,549 | -6.97 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 1,894 | -22.50 | 237 | -26.93 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 13,552 | -43.94 | 1,696 | -47.01 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 157,795 | -10.66 | 19,745 | -15.55 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 338 | -3.70 | 42 | -8.70 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 11,742 | -15.78 | 1,469 | -20.38 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 1,899 | -0.11 | 238 | -5.58 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 3,491 | -97.05 | 1,300 | -91.71 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 8,158 | -6.71 | 1,021 | -11.84 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 36,455 | -4.66 | 4,562 | -9.88 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12,145 | -1.30 | 1,520 | -6.70 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 380 | -26.07 | 48 | -30.88 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 6,922 | -4.54 | 1 | |||||
| 2026-05-04 | 13F | IFC Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 3,949 | -10.92 | 494 | -15.70 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 13,521 | -1.07 | 1,705 | -5.75 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 10,140 | -10.69 | 1,269 | -15.58 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 55,883 | -3.69 | 6,993 | -8.95 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Wealth Alliance | 4,209 | -2.91 | 527 | -8.20 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 65,857 | -0.12 | 8,241 | -5.58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 16,407 | -29.69 | 2 | -33.33 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 45,306 | -5.71 | 5,669 | -10.86 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6,840 | -7.23 | 856 | -12.31 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 62,406 | -2.36 | 8 | -12.50 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 495 | -2.37 | 62 | -8.96 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 23,108 | -0.43 | 2,892 | -5.89 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 325,461 | -0.73 | 40,725 | -6.16 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 420,407 | -0.63 | 53 | -7.14 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 72,429 | -6.11 | 10,215 | 0.03 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 257,234 | -3.04 | 31,881 | -9.22 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 683 | -43.51 | 87 | -46.91 | ||||
| 2026-02-10 | 13F | Glassy Mountain Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 29,199 | -8.82 | 3,654 | -13.80 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 80,783 | -1.84 | 10,108 | -7.21 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 106,396 | -12.24 | 13,313 | -17.04 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 8,409 | -10.49 | 1,052 | -15.37 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4,435 | -28.58 | 555 | -32.60 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 639,363 | -1.73 | 80,003 | -7.11 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 38,799 | -11.20 | 4,855 | -16.06 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 2,950 | -65.64 | 369 | -67.52 | ||||
| 2026-04-23 | 13F | American National Bank | 27,170 | -2.17 | 3,400 | -7.54 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 23,467 | -16.38 | 2,936 | -20.95 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 61 | -50.00 | 8 | -56.25 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 89,387 | -2.81 | 11,185 | -8.13 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1,426 | -0.14 | 178 | -5.82 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 596 | -48.62 | 75 | -51.63 | ||||
| 2026-01-16 | 13F | Penn Davis Mcfarland Inc | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 4,077 | -22.74 | 510 | -26.93 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2,934 | -2.91 | 367 | -8.25 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 127,811 | -10.18 | 15,993 | -15.09 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 93,406 | -0.20 | 12 | -8.33 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 597,997 | -11.45 | 74,827 | -16.29 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 15,035 | -0.96 | 1,881 | 93,950.00 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 287,997 | -10.62 | 36 | -14.29 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 2,124 | -3.32 | 266 | -8.62 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 344,254 | -0.80 | 43,076 | -6.22 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 1,652 | -0.60 | 201 | -9.87 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 8,611 | -0.03 | 1,077 | -5.53 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 2,675 | -6.63 | 335 | -11.87 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 13,143 | -3.54 | 1,645 | -8.82 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 17,078 | -2.69 | 2,137 | -8.05 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 2,792 | -3.46 | 349 | -8.64 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 12,152 | -29.90 | 1,521 | -33.74 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 6,433 | -4.71 | 805 | -9.97 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 3,878 | -0.03 | 485 | -5.46 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | |||||
| 2026-01-15 | 13F | Trust Co | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 41,321 | -70.17 | 5,171 | -71.36 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 2,620 | -0.15 | 328 | -5.76 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 10,884 | -0.95 | 1,362 | -6.40 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 1,851 | -4.73 | 232 | -10.12 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 5,684 | -2.24 | 711 | -7.54 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 0 | -100.00 | 0 | |||||
| 2026-01-06 | 13F | Investors Research Corp | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 284,450 | -16.44 | 35,593 | -21.01 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1,771,789 | -29.38 | 221,704 | -33.24 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2,813,028 | -5.46 | 351,994 | -10.63 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Alerus Financial Na | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3,103,919 | -41.70 | 388,393 | -44.89 |
