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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,296 | -2.31 | 3,467 | -1.17 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 3,089 | -4.87 | 280 | -3.79 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 48,089 | -7.65 | 4,353 | -6.55 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 2,137,042 | -5.37 | 193,466 | -4.23 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 2,319 | -3.54 | 210 | -2.79 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 15,675 | -2.11 | 1,419 | -0.91 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 7,000 | -22.22 | 634 | -21.37 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 18,983 | -2.04 | 1,719 | -0.87 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Pembroke Management, LTD | 53,462 | -1.85 | 4,840 | -0.68 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 12,890 | -1.89 | 1,167 | -0.77 | ||||
| 2026-05-04 | 13F | Abc Arbitrage Sa | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 853,952 | -0.36 | 77,308 | 0.83 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 15,726 | -15.03 | 1,424 | -14.02 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 34,191 | -1.28 | 3,095 | -0.10 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 25,819 | -2.68 | 2,337 | -1.52 | ||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 245,596 | -2.19 | 22,234 | -1.02 | ||||
| 2026-05-13 | 13F | Inlet Private Wealth, LLC | 5,684 | -2.57 | 515 | -1.34 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 87,493 | -5.37 | 7,921 | -4.24 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 740,675 | -0.33 | 67,050 | 0.86 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 20,704 | -14.88 | 1,874 | -13.88 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 17,327 | -5.38 | 1,569 | -4.27 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 16,065 | -6.27 | 1,454 | -5.15 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 1,000,681 | -0.81 | 90,591 | 0.09 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 47,022 | -3.42 | 4,257 | -2.27 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 6,543 | -5.71 | 592 | -4.52 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 131,630 | -16.30 | 11,916 | -15.30 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 273,806 | -1.60 | 24,788 | -0.43 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 3,939 | -97.93 | 357 | -97.91 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 43,700 | -22.38 | 3,956 | -21.45 | |||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 106,088 | -19.07 | 9,604 | -18.10 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 449,577 | -3.05 | 40,700 | -1.89 | ||||
| 2026-01-12 | 13F | Kopp Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 3,180 | -5.16 | 288 | -4.01 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 5,620 | -21.67 | 509 | -20.75 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 9,234 | -3.36 | 836 | -2.22 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 6,765 | -1.36 | 612 | -0.16 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 12,279 | -3.60 | 1,112 | -2.46 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 296 | -41.50 | 27 | -42.22 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 6,219 | -5.08 | 563 | -3.92 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 15,253 | -10.73 | 1,381 | -9.69 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 174,201 | -0.06 | 16,624 | 2.76 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 6,074 | -14.32 | 550 | -13.41 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 5,676 | -3.11 | 514 | -2.10 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 39,466 | -5.60 | 3,573 | -4.47 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5,018,186 | -4.36 | 454,296 | -3.22 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 12,231 | -2.14 | 1,107 | -0.90 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 25,571 | -7.55 | 2,315 | -6.47 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 8,210 | -21.43 | 743 | -20.45 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 4,020,374 | -2.13 | 363,964 | -0.96 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 1,661,066 | -2.16 | 150,376 | -0.99 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 22,638 | -89.77 | 2,049 | -89.65 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 29,742 | -0.50 | 2,693 | 0.67 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 31,470 | -7.50 | 2,849 | -6.41 | ||||
| 2026-05-13 | 13F | Graybill Bartz & Assoc Ltd | 12,262 | -1.94 | 1,110 | -0.72 | ||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 133,991 | -5.64 | 12,130 | -4.51 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 2,864 | -6.34 | 259 | -6.16 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 513 | -52.15 | 46 | -51.58 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 117,764 | -1.67 | 10,661 | -0.49 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 14,786 | -9.44 | 1 | 0.00 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 4,100 | -1.51 | 371 | -0.27 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 10,852 | -0.15 | 982 | 1.03 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 3,974 | -0.50 | 360 | 0.56 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 20,100 | -2.86 | 1,820 | -1.73 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 45,603 | -0.63 | 4 | 0.00 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 124,498 | -0.28 | 11,277 | 0.97 | ||||
| 2026-05-11 | 13F | Kaleidoscope Capital Lp | 35,671 | -6.85 | 3,229 | -5.72 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 38,980 | -0.07 | 3,529 | 1.12 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 7,649 | -18.60 | 692 | -17.62 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 8,452 | -11.53 | 765 | -10.42 | ||||
| 2026-04-22 | 13F | Motco | 7,256 | -23.01 | 657 | -22.18 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 259,260 | -3.66 | 23,471 | -2.51 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 948,853 | -3.61 | 85,900 | -2.45 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 20 | -99.40 | 2 | -99.54 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 128,356 | -15.92 | 12 | -15.38 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 258,449 | -1.25 | 23,397 | -0.07 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 67,412 | -7.00 | 6,103 | -5.89 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 423,426 | -20.83 | 38,333 | -19.88 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 29,006 | -3.21 | 2,595 | -0.84 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 4,115 | -4.72 | 373 | -3.63 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 22,519 | -0.07 | 2,039 | 1.14 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 4,116 | -1.70 | 373 | -0.53 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 3,649,583 | -1.51 | 326,492 | 0.91 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 29,068 | -4.54 | 2,632 | -3.41 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 24,570 | -8.73 | 2,224 | -7.64 | ||||
| 2026-04-06 | 13F | CX Institutional | 985,753 | -3.60 | 89 | -2.20 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 10,598 | -18.24 | 959 | -17.26 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 116,587 | -1.49 | 10,555 | -0.32 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 533,940 | -3.05 | 48,338 | -1.89 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 93,611 | -18.81 | 8,475 | -17.84 | ||||
| 2026-05-15 | 13F | Scientech Research LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 39,690 | -0.81 | 3,593 | 0.39 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 65,289 | -5.99 | 5,911 | -4.86 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 3,729 | -0.03 | 338 | 1.20 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 4,876 | -0.73 | 441 | 0.46 | ||||
| 2026-02-05 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 46,890 | -1.06 | 4,245 | 0.12 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 14,330 | -4.44 | 1,297 | -3.28 | ||||
| 2026-04-24 | 13F | Balentine LLC | 2,154,493 | -2.23 | 195,046 | -1.06 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 3,731 | -36.07 | 338 | -35.44 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 3,188 | -7.16 | 289 | -6.19 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 285,970 | -1.03 | 25,889 | 0.15 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 1,224,205 | -1.58 | 110,827 | -0.41 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 227,931 | -1.49 | 20,391 | 0.94 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 965,630 | -48.50 | 87,418 | -47.89 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 5,395 | -16.49 | 488 | -15.42 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 40,997 | -6.81 | 3,711 | -5.69 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 395,336 | -2.10 | 35,790 | -0.93 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 2,612 | -18.48 | 236 | -17.48 | ||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 5,626 | -56.81 | 509 | -56.31 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 22,353 | -0.37 | 2,024 | 0.80 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 101,151 | -1.01 | 9,157 | 0.19 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 37,248 | -0.10 | 3,372 | 1.11 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 145,431 | -2.00 | 13,166 | -0.83 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 31,301 | -8.98 | 2,834 | -7.90 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2,398 | -10.19 | 217 | -8.82 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 338,979 | -1.73 | 30,688 | -4.68 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 139,207 | -3.61 | 12,602 | -2.45 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 20,258 | -3.85 | 1,834 | -2.71 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 6,077 | -32.46 | 550 | -31.59 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 7,053 | -3.44 | 631 | -1.10 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1,257 | -4.84 | 115 | -2.56 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 66,135 | -2.05 | 5,916 | 0.36 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-06 | 13F | Cabot-Wellington, LLC | 711,044 | -3.55 | 64,371 | -2.40 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 7,403 | -6.81 | 670 | -5.63 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 5,109 | -48.67 | 463 | -48.09 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 2,252 | -33.39 | 204 | -32.78 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 89,744 | -0.86 | 8,125 | 0.33 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 23,998 | -0.13 | 2,173 | 1.07 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 131,508 | -1.67 | 11,905 | -0.49 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | Put | 0 | -100.00 | 0 | ||||
| 2026-05-15 | 13F | Select Equity Group, L.P. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 9,992 | -7.58 | 905 | -6.51 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 7,821 | -1.18 | 708 | 0.14 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 62,980 | -44.59 | 5,702 | -43.92 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 14,186 | -0.13 | 1,377 | 4.80 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Agf Management Ltd | 84,081 | -1.38 | 7,612 | -0.21 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 1,620,720 | -5.28 | 90,797 | -8.48 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2,577 | -37.62 | 233 | -36.86 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 14,990 | -1.64 | 1,357 | -0.44 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 7,415 | -22.42 | 671 | -21.52 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 5,198 | -2.51 | 471 | -7.11 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 601 | -7.68 | 54 | -6.90 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 3,280 | -42.01 | 293 | -40.57 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 49,721 | -7.68 | 4,501 | -6.58 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 2,236 | -5.81 | 202 | -4.72 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 1,677 | -31.75 | 152 | -31.05 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 22,988 | -23.70 | 2,081 | -22.78 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 1,944 | -0.21 | 176 | 0.57 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 3,515 | -2.79 | 318 | -1.55 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 32,858 | -0.19 | 2,975 | 0.98 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 150,015 | -1.44 | 13,581 | -0.26 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 14,581 | -17.34 | 1,320 | -16.35 | ||||
| 2026-05-08 | 13F | Princeton Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 950 | -13.64 | 86 | -12.24 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 22,502 | -1.56 | 2,037 | -0.39 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 9,543 | -0.37 | 864 | 0.82 | ||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 10,933 | -0.83 | 990 | 0.30 | ||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 560,000 | -21.68 | 50,697 | -20.74 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 168,468 | -2.43 | 15,252 | -1.27 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 79,407 | -5.08 | 7,189 | -3.94 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 546,166 | -0.21 | 49,444 | 0.99 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 67,898 | -3.23 | 6,147 | -2.09 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 12,027 | -5.54 | 1 | 0.00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 187,765 | -1.97 | 16,998 | -0.80 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 926,698 | -0.74 | 83,894 | 0.45 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 5,818 | -55.50 | 527 | 52,500.00 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 8,266 | -7.81 | 748 | -6.73 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 147,820 | -20.09 | 13,382 | -19.13 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 5,664 | -31.59 | 513 | -30.81 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 92,305 | -3.23 | 8,356 | -2.07 | ||||
| 2026-04-30 | 13F | Beacon Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 3,868 | -86.68 | 350 | -86.52 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 8,461 | -0.39 | 766 | 0.79 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 4,418 | -13.25 | 400 | -12.31 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 35,400 | -7.21 | 3,205 | -6.10 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2,853 | -4.49 | 258 | -3.37 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 13,829 | -30.08 | 1,252 | -29.32 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Boston Research & Management Inc | 69,552 | -0.33 | 6 | 0.00 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 2,709 | -0.59 | 245 | 0.82 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 9,885 | -4.18 | 895 | -3.04 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 4,443 | -19.10 | 402 | -18.13 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 4,834 | -1.27 | 438 | 0.00 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 14,380 | -3.34 | 1,302 | -2.18 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 8,639 | -4.85 | 782 | -3.69 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 5,726 | -50.00 | 518 | -50.57 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 41,832 | -39.45 | 3,787 | -38.72 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 29,245 | -9.19 | 2,647 | 132,200.00 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 7,226 | -85.94 | 654 | -85.78 | ||||
| 2026-05-15 | 13F | Passaic Partners LLC | 2,036,600 | -9.72 | 184,373 | -8.64 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 7,003 | -41.20 | 634 | -40.56 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 634,319 | -9.76 | 58,298 | -7.29 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 85,352 | -8.68 | 6,682 | -20.08 | ||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 6,484 | -3.24 | 630 | 1.62 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 34,293 | -0.35 | 3,105 | 0.84 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 161 | -68.62 | 15 | -68.89 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 7,449 | -5.23 | 674 | -4.13 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 41,009 | -4.19 | 3,713 | -3.03 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 5,881 | -1.08 | 532 | 0.19 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 215,431 | -0.57 | 19,503 | 0.62 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 11,090 | -12.88 | 1,004 | -11.86 | ||||
| 2026-04-27 | 13F | Nationwide Fund Advisors | 2,412,970 | -8.33 | 218,446 | -7.23 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 26,725 | -4.25 | 2,419 | -3.08 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 155,098 | -10.22 | 14,041 | -9.14 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 28,826 | -1.74 | 2,610 | -0.57 | ||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 4,228 | -5.01 | 383 | -4.02 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 67,002 | -7.99 | 6,532 | 0.26 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 17,661 | -2.80 | 1,685 | -0.65 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 35,601 | -13.93 | 3,223 | -12.92 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2,768 | -30.22 | 251 | -29.38 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 138 | -59.17 | 12 | -60.00 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 490,822 | -1.52 | 44,434 | -0.34 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 107,958 | -0.34 | 9,773 | 0.86 | ||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 165,197 | -0.32 | 14,955 | 0.87 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 1,498 | -1.19 | 136 | 0.00 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 6,377 | -1.85 | 577 | -0.69 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 463,454 | -0.98 | 41,956 | 0.21 | ||||
| 2026-04-13 | 13F | Arwa Llc | 15,163 | -1.44 | 1,443 | 4.80 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 4,801 | -4.31 | 435 | -3.12 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 9,033 | -4.53 | 818 | -3.43 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 8,996 | -88.21 | 814 | -88.08 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Cowa, Llc | 31,714 | -24.91 | 2,871 | -24.01 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4,431 | -7.42 | 401 | -6.31 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 713 | -8.47 | 65 | -7.25 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 2,247 | -49.83 | 203 | -49.25 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 19,541 | -0.34 | 1,769 | 0.86 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 8,788 | -0.37 | 786 | 2.08 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | American Trust | 10,058 | -3.85 | 911 | -2.67 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 3,303 | -1.49 | 299 | 0.00 | ||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3,178,400 | -9.60 | 284,340 | 92,821.24 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3,675 | -5.60 | 333 | -4.60 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 32,351 | -0.87 | 2,929 | -4.56 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 15,524 | -9.22 | 1,405 | -8.11 | ||||
| 2026-04-13 | 13F | Waycross Investment Management Co | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 5,758 | -7.72 | 521 | -6.63 | ||||
| 2026-05-05 | 13F | Strategic Investment Management, Llc | 167,931 | -41.44 | 15,203 | -40.74 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 4,294 | -8.70 | 389 | -7.62 | ||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 5,223 | -14.08 | 473 | -13.08 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 3,223 | -23.77 | 292 | -23.02 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 3,088,039 | -0.31 | 279,560 | 0.88 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 1,232,051 | -15.97 | 111,180 | -15.09 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 7,510 | -1.31 | 680 | -0.15 | ||||
| 2026-04-17 | 13F | Bellecapital International Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 1,163 | -24.72 | 105 | -23.91 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 3,866 | -0.18 | 373 | 4.20 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 9,206 | -0.84 | 833 | 0.36 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 55,837 | -11.83 | 5,055 | -10.79 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 3,032 | -2.79 | 274 | -1.79 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 424,843 | -2.10 | 38,461 | -4.19 | ||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 14,217 | -2.54 | 1,287 | -1.30 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 69,155 | -10.35 | 6,261 | -9.28 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 20,207 | -5.42 | 1,808 | -3.11 | ||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 150,731 | -0.06 | 13,646 | 1.13 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 84,919 | -4.20 | 8 | 0.00 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 4,772 | -29.49 | 432 | -28.60 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 10,212 | -86.19 | 925 | -86.03 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 5,297 | -8.85 | 480 | -7.71 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 46,626 | -10.02 | 4,227 | -8.74 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 50,114 | -0.05 | 4,537 | 1.14 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1,088,243 | -2.51 | 98,519 | -1.34 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 3,366 | -89.67 | 301 | -89.41 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 376,669 | -41.80 | 34,100 | -41.11 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 4,998 | -13.39 | 459 | -11.05 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 9,422 | -6.16 | 853 | 1.79 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-02 | 13F | Collective Family Office Llc | 25,483 | -9.27 | 2,307 | -8.20 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 19,960 | -2.92 | 1,807 | -1.79 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 541,491 | -7.87 | 49,021 | -6.77 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 7,180 | -11.87 | 650 | -10.71 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 415,923 | -8.85 | 37,653 | -7.76 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 3,207 | -1.54 | 290 | -0.34 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 5,246 | -11.28 | 475 | -13.35 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2,883,498 | -67.62 | 261,043 | -67.23 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 112,590 | -0.34 | 10,072 | 2.12 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 31,693 | -8.64 | 2,869 | -7.54 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 5,778 | -6.41 | 523 | -5.25 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 556,362 | -3.67 | 50,367 | -2.52 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 71,189 | -1.19 | 6,369 | 1.24 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 1,337,502 | -4.43 | 121,084 | -3.28 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 162,376 | -3.18 | 14,700 | -2.02 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 116,191 | -2.30 | 10,519 | -1.14 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 15,064 | -15.89 | 1,364 | -14.92 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 31,532 | -17.19 | 2,855 | -16.21 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1,154 | -2.20 | 105 | -0.95 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 8,848 | -2.43 | 801 | -1.23 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 17,535 | -0.48 | 1,587 | 0.70 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 170,734 | -2.28 | 15,457 | -1.11 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 11,840 | -0.50 | 1,072 | 0.66 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 96,237 | -2.57 | 8,712 | -1.40 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 64 | -24.71 | 6 | -28.57 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 18,222 | -1.34 | 1,650 | -0.18 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 19,588 | -17.12 | 1,773 | -16.13 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 16,036 | -3.37 | 1,452 | -2.22 | ||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 66,484 | -0.61 | 6,019 | 0.58 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 130,642 | -1.68 | 11,827 | -0.50 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 13,494 | -10.16 | 1,222 | -9.08 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 15,591 | -4.23 | 1,411 | -3.09 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2,411 | -97.72 | 218 | -97.70 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 382,253 | -9.58 | 34,605 | -8.49 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 407,939 | -17.79 | 36,937 | -16.80 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 669,791 | -0.33 | 60,636 | 0.86 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 3,152 | -10.05 | 285 | -8.95 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | First National Trust Co | 1,029,785 | -4.10 | 93,226 | -2.96 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 0 | -100.00 | 0 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 11,373 | -5.25 | 1,030 | -4.10 | ||||
| 2026-04-16 | 13F | Security National Bank | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 5,035 | -2.97 | 456 | -1.94 | ||||
| 2026-05-14 | 13F | Main Management LLC | 174,188 | -13.73 | 16 | -16.67 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 522,492 | -10.42 | 47,301 | -9.35 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 10,822 | -2.98 | 980 | -1.81 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 366,168 | -1.25 | 33,149 | -0.07 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 187,242 | -0.06 | 16,951 | 1.14 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 2,886 | -96.91 | 261 | -96.88 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 2,300 | -6.20 | 208 | -5.02 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 195 | -31.10 | 18 | -32.00 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 17,510 | -3.99 | 1,584 | -2.94 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 82,751 | -0.44 | 7,987 | -1.32 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 2,228 | -12.04 | 202 | -11.06 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 93,090 | -2.72 | 8,427 | -1.57 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3,146 | -7.09 | 285 | -3.73 | ||||
| 2026-02-13 | 13F | Axim Planning & Wealth | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Inkwell Capital Llc | 24,811 | -0.40 | 2,246 | 0.81 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 17,722 | -0.49 | 1,604 | 0.69 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 2,558 | -1.16 | 232 | 0.00 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 250 | -1.19 | 23 | 0.00 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 2,248 | -35.12 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Sepio Capital, LP | 15,092 | -8.68 | 1,366 | -7.58 | ||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 4,179 | -1.44 | 378 | -0.26 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 1,912 | -14.60 | 173 | -13.93 | ||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 2,564 | -97.78 | 232 | -97.76 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 18,600 | -8.17 | 1,684 | -7.12 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 16,020 | -45.12 | 1,559 | -36.04 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 48,007 | -3.27 | 4,346 | -2.10 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 131,837 | -0.43 | 11,935 | 0.76 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 9,034 | -60.85 | 818 | -60.42 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 2,273 | -28.86 | 206 | -28.07 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 331,441 | -16.90 | 30,005 | -15.91 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 27,714 | -16.58 | 2,509 | -15.61 | ||||
| 2026-05-05 | 13F | PFG Advisors | 30,388 | -18.95 | 2,751 | -17.98 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 931 | -30.16 | 84 | -29.41 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 20,865 | -0.75 | 1,889 | 0.43 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 3,700 | -35.47 | 335 | -34.77 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 48,349 | -3.48 | 4,377 | -2.32 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 6,950 | -23.37 | 629 | -23.20 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 15,492 | -0.79 | 1,402 | 0.43 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Ellevest, Inc. | 59,041 | -1.16 | 5,345 | 0.02 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 6,491 | -4.98 | 588 | -3.93 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 122,429 | -22.52 | 11,084 | -21.59 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 8,591 | -5.81 | 778 | -4.66 | ||||
| 2026-04-23 | 13F | American National Bank | 2,876 | -0.79 | 260 | 0.39 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 61,553 | -39.09 | 5,572 | -38.36 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 10,307 | -6.94 | 933 | -5.76 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 30,545 | -0.07 | 2,765 | 1.13 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 2,900 | -0.48 | 262 | 0.77 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 16,285 | -0.61 | 1,474 | 0.61 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 229,453 | -37.75 | 20,774 | -37.00 | ||||
| 2026-05-05 | 13F | Regency Capital Management Inc.\DE | 4,242 | -19.77 | 384 | -18.64 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 1,484,614 | -2.44 | 134,402 | -1.27 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 73,018 | -8.31 | 6,610 | -7.22 | ||||
| 2026-01-12 | 13F | Accelerate Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 6,112 | -1.21 | 553 | 0.00 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 11,053 | -0.44 | 1,001 | 0.70 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 4,025 | -9.12 | 0 | |||||
| 2026-05-07 | 13F | Conquis Financial Llc | 492 | -13.07 | 46 | -8.00 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 10,111 | -19.57 | 915 | -18.59 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 359,593 | -4.17 | 32,554 | -3.02 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 55,734 | -0.57 | 5,046 | 0.62 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 1,539,531 | -53.03 | 139,374 | -52.47 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 19,174 | -0.36 | 1,791 | 4.01 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 952,567 | -9.36 | 86,236 | -8.27 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 5,427 | -1.20 | 491 | 0.00 | ||||
| 2026-05-14 | 13F | JRM Investment Counsel, LLC | 12,461 | -25.13 | 1,128 | -24.19 | ||||
| 2026-05-08 | 13F | Fire Capital Management LLC | 32,967 | -0.31 | 2,985 | 0.88 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 62,490 | -2.58 | 5,657 | -1.41 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 12,151 | -1.81 | 1,157 | 2.39 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 15,120 | -37.57 | 1,369 | -36.84 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 43,863 | -18.03 | 3,971 | -17.07 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 595,160 | -0.42 | 53,880 | 0.77 | ||||
| 2026-05-04 | 13F | First National Bank of Hutchinson | 3,274 | -55.44 | 296 | -54.95 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 2,309 | -3.31 | 209 | -1.88 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 7,208 | -23.45 | 653 | -22.57 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3,828 | -5.18 | 347 | -4.16 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 57,022 | -0.87 | 5,162 | 0.33 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 736,098 | -22.52 | 66,639 | 79,230.95 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 88,199 | -0.30 | 8 | 0.00 | ||||
| 2026-02-23 | 13F | Continental Investors Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2,111 | -4.61 | 191 | -3.54 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 66,085 | -7.12 | 6,306 | -0.91 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 17,831 | -0.45 | 1,614 | 0.75 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 403,818 | -2.57 | 36,558 | -1.41 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 3,073 | -6.14 | 278 | -4.79 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 89,240 | -9.93 | 7,983 | -7.71 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 1,726,878 | -4.13 | 156,334 | -2.98 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 2,821 | -74.17 | 255 | -73.90 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 220,205 | -15.12 | 19,935 | -14.11 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 11,405 | -1.47 | 1 | 0.00 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 65,267 | -0.65 | 5,909 | 0.53 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 165,682 | -0.73 | 14,999 | 0.46 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 7,842 | -0.43 | 710 | 0.71 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 5,764 | -10.64 | 522 | -9.55 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 29,085 | -0.31 | 2,633 | 0.88 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 138,881 | -2.13 | 12,573 | -0.97 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 5,764 | -2.06 | 522 | -0.95 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 13,217 | -1.98 | 1,196 | -0.83 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 2,750 | -0.76 | 249 | 0.40 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 93,515 | -1.89 | 8 | 0.00 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 132,871 | -1.39 | 12 | 0.00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 27,919 | -5.27 | 2,528 | -4.14 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 28,145 | -14.97 | 2,548 | -13.98 | ||||
| 2026-02-13 | 13F | Carter Financial Group, INC. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 8,145 | -0.86 | 737 | 0.27 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 54 | -96.89 | 5 | -97.35 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 29,518 | -3.69 | 2,672 | -2.52 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Sensible Money, LLC | 5,545 | -2.53 | 502 | -1.18 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 6,649 | -18.41 | 602 | -17.56 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 1,446 | -8.94 | 131 | -8.45 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 4,288 | -14.14 | 388 | -13.00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1,973,972 | -21.67 | 180,034 | -21.98 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 31,437 | -1.18 | 2,846 | 0.00 | ||||
| 2026-04-24 | 13F | Cornerstone Partners Capital Management, Llc | 21,964 | -13.93 | 1,988 | -12.88 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 125,739 | -0.07 | 11,383 | 1.13 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 266 | -7.32 | 24 | -4.00 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 12,042 | -5.75 | 1,090 | -4.64 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 14,371 | -4.21 | 1,301 | -3.06 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 52,161 | -0.41 | 4,722 | 0.79 | ||||
| 2026-05-01 | 13F | SFE Investment Counsel | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Swmg, Llc | 101,308 | -6.97 | 9,171 | -11.96 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 41,600 | -0.61 | 3,766 | 0.59 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 68,767 | -0.21 | 6,225 | 0.99 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 2,219 | -3.65 | 201 | -2.91 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 26,787 | -0.45 | 2,396 | -0.46 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 6,256 | -3.04 | 566 | -1.91 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 6,910 | -7.99 | 626 | -6.86 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 2,859 | -8.77 | 259 | -7.86 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 16,682 | -11.82 | 1,510 | -10.76 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 119,175 | -0.75 | 10,789 | 0.43 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 584,673 | -0.21 | 52,930 | 0.95 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 114,493 | -0.12 | 10,365 | 1.08 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 3,956 | -1.69 | 358 | -3.24 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 54,279 | -2.66 | 4,914 | -1.50 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 37,715 | -0.26 | 3,414 | 0.95 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 113,250 | -3.82 | 10,252 | -2.67 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 3,976 | -94.62 | 360 | 15.06 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 637,728 | -8.42 | 57,734 | -7.32 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 42,265 | -0.51 | 3,826 | 0.68 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 209,111 | -4.91 | 18,931 | -2.28 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 5,596 | -5.85 | 507 | |||||
| 2026-04-20 | 13F | TFB Advisors LLC | 64,633 | -22.94 | 5,851 | -22.01 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 9,505 | -3.60 | 860 | -2.49 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 22,297 | -0.46 | 2,019 | 0.75 | ||||
| 2026-04-23 | 13F | iA Global Asset Management Inc. | 336,463 | -6.15 | 30 | -6.25 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 780,448 | -2.50 | 71 | -1.41 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 20,621 | -5.97 | 1,867 | -4.84 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 197,051 | -0.32 | 17,839 | 0.87 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 261,887 | -1.61 | 20,235 | 0.86 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 249,208 | -1.07 | 22,561 | 0.11 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 3,942 | -20.23 | 357 | -19.46 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 3,951 | -3.92 | 382 | -4.50 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 231,432 | -1.60 | 20,952 | -0.42 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 1,333,556 | -30.81 | 120,732 | -29.29 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 115,797 | -2.62 | 10,483 | -1.45 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3,699 | -8.53 | 335 | -7.48 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 29,880 | -0.16 | 2,828 | 5.64 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 104,924 | -45.98 | 19,296 | 11.06 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 15,201 | -14.49 | 1,376 | -13.46 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 25,897 | -0.46 | 2,344 | 0.73 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 27 | -32.50 | 2 | -33.33 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 345,144 | -9.39 | 31,246 | -8.31 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 200,468 | -17.74 | 18,148 | -16.76 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 17,177 | -0.16 | 1,555 | 1.04 | ||||
| 2026-05-12 | 13F | Wakefield Asset Management LLLP | 46,866 | -0.93 | 4,243 | 0.26 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 508,385 | -4.79 | 46,024 | -3.65 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 203,094,934 | -10.83 | 18,386,184 | -9.76 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4,134 | -3.34 | 374 | -2.09 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 7,128 | -6.81 | 645 | -5.70 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 5,378 | -1.48 | 487 | -0.41 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 174,227 | -5.96 | 15,773 | -4.83 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 74,845 | -12.52 | 6,776 | -11.47 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 4,232,459 | -5.11 | 383,165 | -3.98 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 3,443 | -4.36 | 312 | -3.42 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 19,671 | -0.46 | 1,887 | 6.73 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 58,988 | -0.14 | 5,340 | 1.06 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 3,014 | -0.10 | 273 | 1.12 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 3,425 | -0.03 | 310 | 1.31 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 2,322 | -6.45 | 210 | -5.41 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 15,879 | -2.04 | 1,438 | -0.90 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 49,315 | -18.27 | 4,465 | -17.30 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 18,374 | -6.80 | 1,663 | -5.67 | ||||
| 2026-02-13 | 13F | Seven Mile Advisory | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 258,139 | -2.03 | 23,369 | -0.86 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 406,336 | -10.26 | 36,786 | -9.18 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 14,308 | -0.04 | 1,295 | 1.17 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 477 | -76.08 | 43 | -75.84 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 132,074 | -44.92 | 12 | -47.62 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 36,522 | -0.94 | 3,306 | 26.96 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 21,496 | -7.10 | 1,946 | -5.99 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 63,548 | -6.49 | 6,167 | -5.14 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 18,293 | -4.68 | 1,656 | -3.50 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 11,430 | -15.88 | 1,035 | -14.90 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 4,390 | -94.77 | 410 | -94.75 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 8,689 | -1.33 | 787 | -0.13 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 119 | -47.58 | 11 | -50.00 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 4,083 | -64.54 | 370 | -64.17 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 3,116 | -0.95 | 282 | 0.36 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 26,691 | -3.64 | 2,416 | -2.46 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 2,393 | -1.20 | 217 | 0.00 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 173,956 | -2.51 | 15,748 | -1.35 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 28,322 | -20.14 | 2,564 | -19.17 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 6,031 | -89.47 | 546 | -89.36 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 28,628 | -19.68 | 2,592 | -18.73 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 9,944 | -0.83 | 900 | 0.33 | ||||
| 2026-05-07 | 13F | Swan Global Investments, LLC | 2,693 | -5.84 | 244 | -4.71 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 102,602 | -0.28 | 9,289 | 0.91 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 148,264 | -1.27 | 13,422 | -0.09 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 204,067 | -2.00 | 18,474 | -0.83 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 63,416 | -16.07 | 5,741 | -15.06 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 61,942 | -20.90 | 5,432 | -22.47 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 10,308 | -55.63 | 955 | -53.37 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 20,002 | -0.05 | 1,811 | 1.12 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 4,214 | -12.34 | 381 | -11.19 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 27,778 | -6.87 | 2,515 | -5.77 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-15 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 151,038 | -0.58 | 13,673 | 0.61 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 19,696 | -2.02 | 1,783 | -0.83 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Glassman Wealth Services | 8,398 | -4.58 | 760 | -3.43 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 14,574 | -5.79 | 1,566 | 13.16 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 27,408 | -0.13 | 2,481 | 1.06 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 118,788 | -43.70 | 10,754 | -43.03 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 6,521 | -0.81 | 590 | -3.12 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 172,281 | -2.57 | 15,597 | -1.40 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 1,544,708 | -96.69 | 139,842 | -96.66 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 119,858 | -4.59 | 10,851 | -3.45 | ||||
| 2026-02-11 | 13F | Howard Bailey Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Invesco Ltd. | 101,553 | -15.39 | 9,194 | -14.38 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 363,471 | -26.07 | 32,905 | -25.19 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 15,271 | -1.52 | 1,382 | -0.36 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 5,433 | -5.56 | 492 | -4.47 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 2,904 | -23.54 | 263 | -22.71 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 12,993 | -7.77 | 1,176 | -6.67 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 22,524 | -17.65 | 2,039 | -16.64 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 32,120 | -54.40 | 2,908 | -53.86 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 18,169 | -0.12 | 1,645 | 1.04 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 47,750 | -6.81 | 4,323 | -5.69 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1,190,974 | -5.54 | 107,819 | -4.41 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 2,810 | -45.79 | 254 | -45.14 | ||||
| 2026-05-07 | 13F | Tull Financial Group, Inc. | 319,962 | -3.89 | 28,966 | -2.74 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 11,498 | -4.05 | 1,041 | -2.89 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 31,211 | -1.37 | 2,826 | -0.18 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 7,518 | -18.53 | 681 | -17.58 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 291,913 | -13.97 | 26,427 | -12.94 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 3,735 | -34.13 | 358 | -31.61 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 13,630 | -0.40 | 1,234 | 0.74 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 86,780 | -0.11 | 7,856 | 1.09 | ||||
| 2026-05-14 | 13F | Betterment LLC | 9,262,506 | -3.60 | 839 | -2.44 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 19,398 | -15.14 | 1,756 | -14.09 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 42,102 | -3.07 | 3,811 | -1.90 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 2,852,637 | -27.92 | 258,250 | -27.06 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 155,530 | -1.85 | 14,080 | -0.67 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 2,473 | -9.45 | 224 | -8.61 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 527,727 | -7.76 | 47,775 | -6.65 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 3,580 | -4.20 | 324 | -2.99 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 11,851 | -7.52 | 1,073 | -6.46 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 112,241 | -0.57 | 10,625 | -2.99 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 14,610 | -0.07 | 1,323 | 1.15 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 2,607,149 | -0.25 | 236,025 | 0.94 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 7,832 | -0.82 | 709 | 0.42 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 288 | -93.57 | 26 | -93.50 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 2,809 | -55.69 | 254 | -55.20 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 123,205 | -43.56 | 11,154 | -42.89 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 9,031 | -14.04 | 818 | -12.99 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 5,407 | -2.82 | 489 | -1.61 | ||||
| 2026-04-20 | 13F | Emprise Bank | 2,215 | -6.26 | 201 | -5.21 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 13,668 | -0.78 | 1,237 | 0.41 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 5,264 | -1.50 | 477 | -0.42 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 2,181,407 | -14.28 | 197,483 | -13.25 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 10,898 | -3.44 | 987 | -2.28 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 61,957 | -2.19 | 5,609 | -1.02 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 23,632 | -2.76 | 2,139 | -1.61 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 702,396 | -2.93 | 63,588 | -1.77 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 38,833 | -3.21 | 3,516 | -2.06 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 114,080 | -0.30 | 10,328 | 0.90 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 1,555 | -6.83 | 141 | -6.04 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 7,079 | -1.15 | 641 | 0.00 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 37,132 | -4.57 | 3,362 | -3.45 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 416 | -48.39 | 38 | -48.61 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 19,578 | -4.20 | 1,772 | -3.06 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 247,324 | -5.66 | 22,390 | -4.53 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 18,327 | -0.08 | 1,659 | 1.16 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 3,951 | -1.52 | 358 | -0.28 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 15,635 | -5.16 | 1,399 | -2.85 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 68,321 | -3.95 | 6,185 | -2.80 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 1,847,267 | -11.82 | 167,233 | -10.76 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 483,128 | -2.02 | 43,738 | -0.85 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1,347 | -14.26 | 122 | -13.57 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 8,017 | -16.30 | 726 | -15.30 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 23 | -32.35 | 2 | -33.33 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 3,356 | -4.58 | 304 | -3.50 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 44,507 | -17.93 | 4,029 | -16.94 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Auctus Advisors Llc | 4,833 | -10.42 | 438 | -9.34 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 61,649 | -12.99 | 5,581 | -11.94 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 85,950 | -1.67 | 7,781 | -0.50 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 113 | -99.91 | 10 | -99.92 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 12,561 | -0.70 | 1,137 | 0.53 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 51,195 | -7.16 | 4,635 | -6.06 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 5,734 | -1.07 | 519 | 0.19 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 23,112 | -1.07 | 2,124 | 1.63 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 486,786 | -0.46 | 44,069 | 0.73 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 90 | -40.00 | 8 | -38.46 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 32,282 | -0.78 | 2,922 | 0.41 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 165,030 | -25.74 | 14,940 | -24.85 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 18,816 | -5.67 | 1,703 | -4.54 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 33,525 | -12.80 | 3,035 | -11.78 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 40,367 | -1.35 | 4 | 0.00 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 5,876 | -2.39 | 532 | |||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 12,525 | -3.61 | 1,134 | -2.50 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 26,665 | -7.32 | 2,414 | -6.22 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 509,667 | -3.17 | 46,140 | -2.01 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 207,489 | -73.32 | 18,784 | -3.07 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 13,016 | -4.85 | 1,178 | -3.68 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 3,124 | -6.30 | 283 | -5.37 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 3,492,404 | -22.57 | 320,987 | -21.23 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 1,136,123 | -4.73 | 102,853 | -3.59 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 376,212 | -3.55 | 34,058 | -2.40 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 72,934 | -16.07 | 6,603 | -15.08 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 317,799 | -28.77 | 28,770 | -27.92 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6,005 | -17.95 | 1 | |||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 333,882 | -14.93 | 30,226 | -13.91 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 4,680 | -3.53 | 424 | -2.31 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 6,996 | -41.26 | 633 | -40.56 | ||||
| 2026-05-15 | 13F | Chan Zuckerberg Initiative, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 70,855 | -1.23 | 6,414 | -0.05 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 168 | -88.60 | 15 | -88.55 | ||||
| 2026-05-01 | 13F | Avion Wealth | 74,897 | -6.63 | 7 | -14.29 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 7,048 | -24.59 | 638 | -23.68 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 282,384 | -2.11 | 25,564 | -0.94 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 50,783 | -1.90 | 4,597 | -0.71 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 13,853 | -1.99 | 1,254 | -0.79 | ||||
| 2026-05-04 | 13F | Headland Capital, LLC | 3,590 | -30.26 | 325 | -29.35 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 3,927 | -66.09 | 355 | -65.87 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 731,705 | -8.12 | 66,241 | -7.02 | ||||
| 2026-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 2,295 | -7.72 | 208 | -6.76 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 379,195 | -1.63 | 34,329 | -0.46 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 123,184 | -0.22 | 11,742 | 6.32 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 13,842 | -29.08 | 1,253 | -28.24 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 101,688 | -6.52 | 9,206 | -5.41 | ||||
| 2026-05-15 | 13F | RPTC Inc. | 311,497 | -1.60 | 28,200 | -0.43 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 111,972 | -0.42 | 10,137 | 0.77 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 10,971 | -1.94 | 993 | -0.70 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 838,033 | -2.16 | 75 | 0.00 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 32,213 | -14.32 | 2,916 | -13.29 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 6,139 | -0.15 | 556 | 0.91 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1,603 | -13.54 | 145 | -12.12 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8,594 | -26.67 | 778 | -27.22 | ||||
| 2026-05-01 | 13F | SoundView Advisors Inc. | 62,582 | -2.33 | 6 | 0.00 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 222 | -48.13 | 20 | -47.37 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 292,154 | -2.20 | 26,449 | -1.03 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 273,506 | -12.46 | 24,761 | -11.41 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 3,246 | -1.67 | 294 | -0.68 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 66,534 | -0.77 | 6,023 | 0.42 | ||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 5,085 | -4.31 | 460 | -3.16 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 10,543 | -8.80 | 954 | -7.74 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 3,229 | -58.49 | 292 | -57.99 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 184,609 | -1.15 | 16,713 | 0.03 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 4,150 | -0.50 | 376 | 0.54 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 29,015 | -3.45 | 2,627 | -2.31 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 37,127 | -0.65 | 3,361 | 0.54 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 6,510 | -28.03 | 589 | -27.19 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 342,689 | -0.70 | 31,024 | 0.49 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 228,306 | -27.66 | 20,669 | -26.79 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 13,195,103 | -3.61 | 1,194,553 | -2.45 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 333,156 | -7.65 | 30,161 | -6.54 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 23,829 | -3.62 | 2 | 0.00 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 109,325 | -0.47 | 9,897 | 0.72 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 6,237 | -0.75 | 565 | 0.36 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 31,694 | -2.49 | 2,869 | -1.31 | ||||
| 2026-05-14 | 13F | Prudential Plc | 24,600 | -33.15 | 2,227 | -32.35 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 22,185 | -5.03 | 2,008 | -3.88 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 13,523 | -0.34 | 1,193 | -10.57 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 47,399 | -66.13 | 4,291 | -65.73 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 9,861 | -4.50 | 893 | -3.36 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 4,882 | -0.61 | 442 | 0.46 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 116,277 | -2.34 | 10,527 | -1.17 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 18,976 | -15.22 | 1,718 | -14.24 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 4,878 | -19.52 | 442 | -18.63 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 6,372 | -2.64 | 577 | -1.54 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 141,189 | -38.84 | 12,782 | -38.11 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 61,631 | -8.67 | 5,579 | -7.57 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 1,627 | -4.41 | 147 | -3.29 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 922 | -30.26 | 83 | -29.66 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 35,181 | -44.20 | 3 | -40.00 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 26,095 | -28.65 | 2,362 | -27.79 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 72,186 | -4.57 | 6,535 | -3.43 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 27,056 | -4.70 | 2,449 | -3.54 | ||||
| 2026-05-08 | 13F | Cm Wealth Advisors Llc | 11,749 | -2.61 | 1,064 | -1.48 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 71,695 | -0.37 | 6,491 | -4.66 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 20,168 | -6.75 | 1,826 | -5.64 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 9,698 | -0.24 | 878 | 0.92 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 4,593 | -18.04 | 416 | -17.17 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 5,609 | -1.11 | 508 | 0.00 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 8,715 | -0.15 | 789 | 1.03 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4,646 | -12.12 | 421 | -11.21 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 238 | -14.39 | 22 | -12.50 | ||||
| 2026-04-23 | 13F | Simmons Bank | 9,127 | -18.30 | 826 | -17.32 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 113,195 | -1.90 | 10,248 | -0.74 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 36,697 | -0.67 | 3,322 | 0.54 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 70 | -62.57 | 6 | -62.50 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Maseco Llp | 27,608 | -11.11 | 2,500 | -10.04 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 36,998 | -1.46 | 3,349 | 2.17 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 222,771 | -0.71 | 20,167 | 0.47 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 113,280 | -22.78 | 10,255 | -21.85 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 22,114 | -0.23 | 2,002 | 0.96 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 2,527 | -10.20 | 229 | -9.16 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 9,392 | -0.33 | 850 | 0.95 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 226,103 | -2.48 | 20,469 | -1.31 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 3,080 | -3.36 | 279 | -2.46 | ||||
| 2026-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 2,476,353 | -10.76 | 224,184 | -9.70 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 51,941 | -6.26 | 4,702 | -5.13 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 3,445 | -28.79 | 312 | -28.01 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 1,308,185 | -6.20 | 118,430 | -5.08 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 596,057 | -10.93 | 53,961 | -9.86 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 230 | -47.13 | 21 | -47.37 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 104,499 | -11.05 | 9,460 | -9.99 | ||||
| 2026-04-21 | 13F | Poehling Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 25,022 | -0.34 | 2 | 0.00 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 4,294 | -2.34 | 389 | -1.27 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 13,383 | -12.95 | 1,212 | -11.93 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 69,590 | -4.40 | 6,300 | -3.26 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 103,738 | -30.72 | 9,391 | -29.89 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 69,429 | -2.16 | 6,285 | -0.99 | ||||
| 2026-05-11 | 13F | White Pine Capital Llc | 4,375 | -0.09 | 396 | 1.28 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | W Advisors, Llc | 14,948 | -0.18 | 1,353 | 1.05 | ||||
| 2026-02-12 | 13F | Strata Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 312 | -4.29 | 28 | -3.45 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 13,829 | -9.06 | 1,252 | -8.01 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 8,419 | -3.49 | 762 | -2.31 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 6,939 | -3.57 | 669 | -4.43 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1,005 | -44.32 | 91 | -44.10 | ||||
| 2026-05-11 | 13F | Empire Life Investments Inc. | 385,291 | -10.68 | 35,412 | -8.24 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 4,548 | -7.95 | 412 | -7.01 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 8,390 | -4.90 | 760 | -8.22 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 9,291 | -24.81 | 841 | -23.89 | ||||
| 2026-05-27 | 13F | Wilshire Associates Inc | 41,854 | -10.69 | 3,789 | -9.61 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 3,097 | -11.84 | 280 | -10.83 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 30,566 | -3.53 | 2,767 | -2.36 | ||||
| 2026-02-17 | 13F | SummitTX Capital, L.P. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,511 | -31.72 | 137 | -30.96 | ||||
| 2026-05-08 | 13F | AAFCPAs Wealth Management, LLC | 52,380 | -7.03 | 4,742 | -5.93 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 108,405 | -6.59 | 9,963 | -4.04 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 3,065 | -1.70 | 277 | -0.36 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 153,578 | -1.95 | 13,903 | -0.78 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 2,583 | -45.97 | 234 | -45.43 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 2,231 | -0.80 | 202 | 0.50 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 23,952 | -5.43 | 2,168 | -4.28 | ||||
| 2026-02-11 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 118,985 | -0.06 | 10,772 | 1.14 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 10,923 | -1.35 | 989 | -0.20 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 35,387 | -7.08 | 3,204 | -5.99 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 351,699 | -6.22 | 31,839 | -5.10 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 2,310 | -6.33 | 209 | -5.00 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 28,573 | -0.93 | 2,587 | 0.23 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 53,045 | -0.84 | 4,802 | 0.36 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 52,783 | -18.39 | 4,796 | -17.13 | ||||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 7,531 | -24.00 | 682 | -23.14 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1,355,041 | -1.61 | 122,664 | -0.44 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 126,253 | -3.75 | 11,430 | -2.60 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 44,329 | -7.40 | 4,013 | -6.28 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 7,463 | -3.54 | 676 | -2.46 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 13,803 | -1.12 | 1,316 | 2.26 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 788,483 | -2.73 | 71,381 | -1.57 | ||||
| 2026-01-27 | 13F | Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 78,778 | -1.19 | 7,132 | -0.01 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 2,866 | -98.88 | 259 | 1.17 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 41,748 | -20.94 | 3,779 | -19.99 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 16,001 | -7.69 | 1,449 | -6.58 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 60,903 | -1.36 | 5,514 | -0.18 | ||||
| 2026-05-11 | 13F | Mitchell Capital Management Co | 7,198 | -36.14 | 652 | -35.42 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 55,442 | -7.16 | 5,028 | -5.90 | ||||
| 2026-05-01 | 13F | Tevis Investment Management | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Davis R M Inc | 12,065 | -2.51 | 1,092 | -1.36 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 13,465 | -3.89 | 1,219 | -2.79 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 15,093 | -2.69 | 1,366 | -1.51 | ||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 78,998 | -2.34 | 7,152 | -1.17 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 310,709 | -2.72 | 28,128 | -1.56 | ||||
| 2026-05-04 | 13F | Camden National Bank | 3,122 | -6.53 | 283 | -5.37 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 13,986 | -12.69 | 1,266 | -11.65 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 52,566 | -9.82 | 4,759 | -8.75 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 16,135 | -10.40 | 1,461 | -9.32 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 8,731 | -8.08 | 790 | -6.95 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 30,494 | -3.16 | 2,761 | -2.02 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 3,942 | -13.10 | 357 | -12.10 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 4,013 | -11.55 | 363 | -10.37 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 6,559 | -1.00 | 594 | 0.17 |
