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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 27,931 | -98.70 | 693 | -98.71 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 865,607 | -10.91 | 21,463 | -11.43 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 17,859 | -40.27 | 443 | -40.67 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 113,892 | -0.20 | 2,825 | -1.40 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 14,642 | -0.93 | 363 | -1.36 | ||||
| 2026-03-19 | 13F/A | Barclays Plc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 80,957 | -56.55 | 2,008 | -56.81 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 73,151 | -10.68 | 1,814 | -11.17 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 562,231 | -17.33 | 13,943 | -17.80 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 11,847 | -2.67 | 294 | -3.30 | ||||
| 2026-04-28 | 13F | Cabana Llc | 12,914 | -18.41 | 320 | -18.78 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 138,687 | -29.97 | 3,566 | -27.78 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 321,392 | -19.19 | 7,971 | -19.65 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 89,805 | -13.29 | 2,227 | -13.78 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 28,448 | -23.77 | 706 | -24.19 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 11,084 | -4.95 | 275 | -5.52 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 39,884 | -25.40 | 995 | -25.38 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 14,550 | -21.14 | 361 | -21.74 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 117,918 | -2.08 | 2,924 | -2.63 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1,375 | -9.72 | 34 | -8.11 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 83,051 | -37.07 | 1,280 | -61.14 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 44,666 | -19.93 | 1,108 | -20.42 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 33,903 | -11.05 | 853 | -10.68 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 47 | -79.02 | 0 | |||||
| 2026-05-15 | 13F | MAI Capital Management | 55,285 | -3.75 | 1,371 | -4.26 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 247,535 | -10.36 | 6,174 | -10.33 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 27,905 | -25.09 | 692 | -25.51 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 57,059 | -19.13 | 1,415 | -19.56 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Trust Point Inc. | 26,827 | -15.48 | 665 | -15.93 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 11,777 | -80.52 | 292 | -80.62 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 331,226 | -5.22 | 8,214 | -5.75 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 54,371 | -4.05 | 1,348 | -4.60 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 254,493 | -0.69 | 6,342 | -1.22 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 47,381 | -6.42 | 1,194 | -5.47 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1,516,549 | -4.07 | 37,604 | -4.60 | ||||
| 2026-01-21 | 13F | AJ Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | PFG Advisors | 8,580 | -2.67 | 213 | -3.20 | ||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 11,550 | -15.43 | 286 | -15.88 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 53,164 | -17.59 | 1,318 | -18.03 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 13,606 | -36.80 | 337 | -37.13 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 41,358 | -16.92 | 1,026 | -17.41 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 10,204 | -13.53 | 253 | -13.95 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 20,892 | -1.86 | 519 | -2.08 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 27,909 | -32.94 | 692 | -33.27 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 10,063 | -84.24 | 250 | -19.94 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 405,317 | -1.05 | 10,052 | -1.62 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 23,550 | -19.38 | 584 | -19.78 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 9,754 | -3.81 | 242 | -4.37 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 14,848 | -14.44 | 366 | -15.28 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1,673,925 | -27.27 | 41,513 | -27.68 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 17,221 | -9.23 | 427 | -10.11 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 9,152 | -1.93 | 227 | -2.59 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 87,366 | -72.75 | 2,167 | -72.91 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 103,342 | -0.46 | 2,563 | -1.04 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 34,077 | -10.47 | 845 | -10.96 | ||||
| 2026-01-14 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 7,025,060 | -2.36 | 175,204 | -2.32 | ||||
| 2026-05-14 | 13F | Betterment LLC | 19,771 | -50.72 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 11,218 | -14.03 | 278 | -14.46 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 15,064 | -0.09 | 374 | -0.80 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 14,667 | -0.19 | 364 | -0.82 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 37,900 | -0.29 | 940 | -0.84 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 346,081 | -1.67 | 8,583 | -2.22 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 52,498 | -3.48 | 1,302 | -4.06 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 259,869 | -9.27 | 6,445 | -9.79 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 21,556 | -0.30 | 535 | -0.93 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 360,120 | -2.38 | 8,931 | -2.93 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 13,050 | -23.46 | 324 | -24.00 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 118,393 | -0.41 | 2,936 | -0.94 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 44,544 | -30.72 | 1,105 | -31.13 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 28,455 | -6.23 | 706 | -6.75 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 54,651 | -44.83 | 1,355 | -45.14 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 26,871 | -4.65 | 666 | -5.13 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 22,008 | -25.24 | 546 | |||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 187,724 | -14.74 | 4,656 | -15.22 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 364,264 | -43.29 | 9,179 | -42.88 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 12,426 | -4.58 | 308 | -4.94 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 362,279 | -10.57 | 8,985 | -11.08 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 8,578 | -8.68 | 213 | -9.40 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 125,024 | -3.53 | 3,101 | -4.08 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 10,421 | -18.58 | 258 | -19.12 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 11,135 | -1.18 | 276 | -1.78 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 26,664 | -13.76 | 661 | -14.27 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 34,025 | -11.02 | 844 | -11.54 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 70,068 | -5.01 | 1,738 | -5.55 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 24,877 | -49.07 | 617 | -49.43 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 529,675 | -2.26 | 13,136 | -2.80 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 10,691 | -7.72 | 265 | -7.99 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 20,608 | -11.45 | 511 | -11.90 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 9,527 | -80.32 | 236 | -80.45 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 708 | -91.51 | 18 | -91.83 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 418,556 | -24.22 | 10,380 | -24.64 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Prairieview Wealth Partners, Llc | 19,141 | -0.15 | 475 | -0.84 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4,450,655 | -6.11 | 110,376 | -6.64 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 9,051 | -0.01 | 224 | -0.44 | ||||
| 2026-04-29 | 13F | Presper Financial Architects, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 82,345 | -6.02 | 2,042 | -6.54 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 104,000 | -30.87 | 2,579 | -31.26 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 9,991 | -5.42 | 248 | -6.08 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 92,585 | -1.60 | 2,296 | -2.13 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 16,992 | -6.71 | 421 | -7.27 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 7,121 | -10.10 | 177 | -10.66 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 315,994 | -46.01 | 7,837 | -46.32 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13,334 | -13.99 | 333 | -13.99 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 144,675 | -7.16 | 3,588 | -7.69 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 40,814 | -0.90 | 1,012 | -1.46 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 65,608 | -0.46 | 1,627 | -0.97 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 10,332 | -8.33 | 0 | |||||
| 2026-04-09 | 13F | Kwmg, Llc | 48,548 | -7.86 | 1,204 | -8.45 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 76,850 | -0.56 | 1,906 | -1.14 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 237,727 | -18.39 | 6 | -28.57 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 12,994 | -10.79 | 322 | -11.29 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 13,857 | -7.29 | 347 | -5.98 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 34,962 | -29.98 | 872 | -29.98 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 58,179 | -0.09 | 1,443 | -0.69 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 56,468 | -14.71 | 1,400 | -15.15 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 35,759 | -8.14 | 887 | -8.66 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 124,905 | -0.49 | 3,098 | -1.05 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 84,591 | -1.88 | 2,098 | -2.47 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 47,493 | -3.37 | 1,178 | -3.92 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 987 | -63.02 | 24 | -63.64 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 34,438 | -2.25 | 867 | -1.81 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 631 | -19.00 | 16 | -21.05 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 21,512 | -2.01 | 533 | -2.56 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 8,653 | -10.45 | 215 | -10.83 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 10,585 | -0.01 | 263 | -0.76 | ||||
| 2026-01-29 | 13F | Comerica Bank | 21,786 | -12.29 | 543 | -12.28 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 14,705 | -7.97 | 365 | -8.54 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 203,898 | -2.61 | 5,057 | -3.16 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 654,772 | -15.57 | 16,238 | -16.05 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 20,504 | -17.77 | 508 | -18.20 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1,829 | -10.78 | 45 | -11.76 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 38,717 | -3.28 | 960 | -3.81 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 36,068 | -11.68 | 894 | -12.18 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 24,812 | -6.42 | 615 | -6.96 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 5,092,983 | -25.21 | 126,306 | -25.63 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1,417,335 | -10.77 | 35,150 | -11.27 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 14,419 | -14.10 | 357 | -14.59 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100.00 | 0 | -100.00 |
