IJR / iShares Trust - iShares Core S&P Small-Cap ETF - Propriedade Institucional - Vendedores

iShares Trust - iShares Core S&P Small-Cap ETF
US ˙ ARCA ˙ US4642878049

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.

Upgrade para desbloquear dados premium.

Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-05-13 13F/A Quadrant Capital Group Llc 173,238 -1.67 21,535 1.71
2026-05-15 13F Variant Private Wealth, LLC 31,181 -0.05 3,876 3.39
2026-05-07 13F Vision Retirement, LLC 850 -47.43 106 -45.88
2026-04-13 13F Ironwood Wealth Management, Inc. 154,651 -1.25 20,221 2.13
2026-05-11 13F Haverford Trust Co 1,604,759 -5.05 199,488 -1.78
2026-05-12 13F Smith Chas P & Associates Pa Cpas 78,551 -1.02 9,765 2.38
2026-04-10 13F Centurion Wealth Management LLC 7,516 -0.25 934 3.20
2026-04-14 13F HighRoad Wealth Advisors, LLC 4,115 -0.39 511 3.02
2026-04-27 13F JB Capital LLC 5,709 -3.95 710 -0.70
2026-05-15 13F IHT Wealth Management, LLC 108,578 -0.46 13,497 2.05
2026-05-06 13F Fiduciary Wealth Partners, LLC 4,442 -14.30 552 -11.25
2026-05-05 13F Meridian Management Co 104,410 -8.48 12,979 -5.33
2026-05-12 13F/A Signature Securities Group Corporation 76,917 -11.00 9,562 -7.94
2026-05-14 13F Strategic Financial Planning, Inc. 3,338 -34.64 225 -63.30
2026-04-29 13F Nichols & Pratt Advisers Llp /ma 9,230 -17.81 465 -65.60
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 17,642 -1.04 2,193 2.38
2026-04-27 13F Apeiron RIA LLC 1,614 -2.48 201 -5.66
2026-05-05 13F Net Worth Advisory Group 1,710 -1.04 213 2.42
2026-05-06 13F Hamilton Point Investment Advisors, LLC 370 -20.77 46 -19.64
2026-01-14 13F Aegis Wealth Management LLC 0 -100.00 0
2026-02-12 13F FreeGulliver LLC 0 -100.00 0
2026-05-04 13F Cfo Capital Management Llc 0 -100.00 0
2026-04-29 13F Saxon Interests, Inc. 10,226 -10.44 1,271 -7.36
2026-04-22 13F CrossGen Wealth, LLC 7,556 -0.59 939 2.85
2026-05-15 13F Lionsbridge Wealth Management LLC 19,161 -17.30 2,382 -14.48
2026-04-27 13F Greenleaf Trust 522,704 -5.13 64,977 -1.87
2026-04-20 13F Centennial Wealth Advisory LLC 0 -100.00 0
2026-04-15 13F Tribridge Partners Financial LLC 4,134 -0.72 519 3.60
2026-04-29 13F Bluestem Financial Advisors, Llc 23,595 -4.38 2,933 -1.08
2026-05-13 13F Mariner, LLC 1,734,841 -0.44 215,610 2.96
2026-05-04 13F Element Wealth, LLC 36,706 -6.90 4,563 -3.71
2026-05-01 13F Hills Bank & Trust Co 49,963 -0.23 6,211 3.19
2026-04-13 13F Plan Group Financial, LLC 42,893 -28.41 5,332 -25.94
2026-04-16 13F Baron Wealth Management LLC 172,228 -9.75 21,410 -6.65
2026-04-21 13F OneAscent Family Office, LLC 0 -100.00 0
2026-04-17 13F Nottingham Advisors, Inc. 111,700 -0.33 13,885 3.10
2026-05-15 13F Toroso Investments, LLC 2,692 -98.68 335 -98.64
2026-04-28 13F Peak Financial Management, Inc. 69,833 -0.36 8,681 3.05
2026-04-17 13F Investment Advisory Services Inc /tx /adv 11,677 -5.72 1,452 -2.49
2026-05-12 13F Rhumbline Advisers 2,010 -66.77 250 -65.70
2026-04-21 13F Financial Consulate, Inc 2,391 -30.25 297 -27.74
2026-05-14 13F Fca Corp /tx 0 -100.00 0
2026-04-08 13F Mma Asset Management Llc 7,663 -16.13 953 -13.30
2026-04-17 13F LMG Wealth Partners, LLC 2,768 -5.24 344 -1.99
2026-04-21 13F Roth Financial Partners LLC 194,116 -2.10 24,115 1.17
2026-04-30 13F Fortune Financial Advisors, LLC 4,775 -8.47 594 -5.27
2026-05-15 13F Warren Averett Asset Management, LLC 107,304 -0.23 13,339 3.20
2026-05-05 13F D.a. Davidson & Co. 193,084 -7.95 24,002 -4.78
2026-05-05 13F Rockport Wealth LLC 1,996 -66.10 248 -64.92
2026-04-22 13F tru Independence LLC 0 -100.00 0
2026-05-11 13F WFA of San Diego, LLC 6,527 -7.58 811 -4.36
2026-04-29 13F Richmond Investment Services, LLC 7,301 -0.94 908 2.49
2026-05-12 13F Bnp Paribas Arbitrage, Sa 68,388 -23.45 8,501 -20.82
2026-05-06 13F Cornerstone Planning Group LLC 5,054 -7.13 698 0.87
2026-04-13 13F Bank of New Hampshire 2,278 -20.85 283 -17.97
2026-05-14 13F St. Louis Trust Co 549,283 -2.24 68,281 1.12
2026-05-12 13F M Holdings Securities, Inc. 0 -100.00 0
2026-05-15 13F Quadcap Wealth Management, LLC 14,918 -4.52 1,855 -1.23
2026-05-15 13F White Knight Strategic Wealth Advisors, LLC 5,947 -27.03 739 -24.51
2026-05-01 13F Sterling Investment Management, Inc. 3,132 -1.91 389 1.57
2026-05-13 13F Crews Bank & Trust 5,293 -7.56 658 -4.51
2026-05-15 13F Magnolia Capital Advisors Llc 31,446 -32.64 3,909 -30.32
2026-05-13 13F Forum Private Client Group LLC 8,458 -7.57 1,051 -4.37
2026-04-08 13F Olistico Wealth, LLC 13,186 -3.53 1,639 -0.18
2026-05-01 13F Emerald Investment Partners, Llc 16,037 -1.45 1,994 1.94
2026-05-15 13F United Capital Financial Advisers, Llc 1,166,626 -2.42 144,961 0.89
2026-05-04 13F Barrett & Company, Inc. 6,884 -1.90 856 1.42
2026-05-01 13F Holistic Planning, LLC 4,962 -4.17 617 -0.96
2026-05-14 13F Renaissance Technologies Llc 0 -100.00 0
2026-04-22 13F Stone Point Wealth LLC 32,576 -1.42 4,050 1.96
2026-06-01 13F Integrated Investment Consultants, LLC 10,581 -1.98 1,315 1.39
2026-04-22 13F Romano Brothers And Company 46,706 -6.05 5,806 -2.83
2026-01-29 13F Comerica Bank 1,104,333 -3.40 132,719 -2.30
2026-04-09 13F PFS Partners, LLC 87 -24.35 11 -23.08
2026-04-27 13F Pachira Investments Inc. 68,447 -4.38 8,509 -1.10
2026-05-15 13F Silver Grove Financial Group, Inc. 52 -98.11 6 -98.16
2026-04-09 13F Pacifica Partners Inc. 696 -19.16 87 -17.31
2026-04-13 13F Moody Lynn & Lieberson, Llc 5,862 -0.68 729 2.68
2026-04-06 13F Trust Co of the South 1,934 -2.47 240 0.84
2026-05-12 13F Werba Rubin Papier Wealth Management 2,328 -4.55 289 -1.37
2026-05-11 13F Convergence Financial, LLC 38,638 -0.42 4,803 3.00
2026-05-14 13F Stonebridge Capital Advisors LLC 3,321 -0.51 413 2.74
2026-02-17 13F Blue Chip Partners, Inc. 0 -100.00 0
2026-05-06 13F Centennial Bank/AR/ 39,956 -1.71 4,967 1.66
2026-04-01 13F Bangor Savings Bank 462,245 -4.28 57,462 -0.99
2026-05-13 13F Philadelphia Trust Co 4,605 -18.12 1
2026-04-09 13F Leverty Financial Group, LLC 12,615 -14.38 1,568 -11.41
2026-04-13 13F Hudson Capital Management LLC 46,787 -1.08 5,816 2.32
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100.00 0
2026-05-11 13F Integrity Advisory Solutions, LLC 13,257 -87.26 1,648 -86.82
2026-05-14 13F Alpha Wealth Funds, LLC 12,379 -5.81 1,539 -2.60
2026-05-26 13F Axiom Investment Management LLC 45 -95.38 6 -94.57
2026-04-21 13F Grimes & Company, Inc. 123,860 -0.79 15,397 2.63
2026-05-11 13F Citigroup Inc 399,701 -0.85 49,687 2.56
2026-04-28 13F Fortitude Advisory Group L.L.C. 4,603 -10.43 572 -7.29
2026-06-03 13F DBK Financial Counsel, LLC 28,000 -0.44 3,481 2.99
2026-04-08 13F Dynamic Advisor Solutions LLC 21,689 -20.55 2,696 -17.80
2026-04-14 13F Hudson Valley Investment Advisors Inc /adv 4,626 -0.22 575 3.23
2026-05-15 13F Prelude Capital Management, Llc 10,000 -33.33 1,243 -31.02
2026-02-02 13F Heritage Financial Services, LLC 1,859 -11.22 223 -10.08
2026-04-15 13F Founders Grove Wealth Partners, Llc 16,900 -5.31 2,101 -2.05
2026-04-28 13F Probity Advisors, Inc. 7,727 -2.36 961 0.95
2026-04-30 13F Paladin Advisory Group, LLC 10,159 -7.49 1,263 -4.32
2026-05-05 13F Collaborative Wealth Managment Inc. 2,898 -8.52 360 -5.26
2026-05-11 13F SCS Capital Management LLC 128,161 -4.81 15,932 -1.55
2026-04-22 13F JNBA Financial Advisors 99,452 -2.51 12,363 0.84
2026-04-29 13F Sageworth Trust Co 99,836 -0.80 12,411 2.61
2026-05-04 13F Souders Financial Advisors 2,058 -6.11 256 -3.04
2026-05-15 13F GWM Advisors LLC 0 -100.00 0
2026-05-12 13F Resurgent Financial Advisors LLC 11,466 -6.85 1,425 -3.65
2026-04-13 13F Augustine Asset Management Inc 0 -100.00 0
2026-05-05 13F Opinicus Capital, Inc. 9,289 -0.72 1,155 2.67
2026-04-27 13F Canal Capital Management, LLC 32,225 -50.04 4,006 -48.33
2026-05-01 13F Patten & Patten Inc/tn 4,627 -2.65 575 0.70
2026-05-14 13F Colony Group, LLC 0 -100.00 0 -100.00
2026-02-09 13F Financial Advisory Corp /ut/ /adv 0 -100.00 0 -100.00
2026-04-23 13F Foundry Financial Group, Inc. 2,680 -10.82 333 -7.76
2026-05-15 13F Barclays Plc 0 -100.00 0 -100.00
2026-05-13 13F Sei Investments Co 0 -100.00 0 -100.00
2026-05-15 13F MGO Private Wealth, LLC 0 -100.00 0
2026-05-14 13F Us Bancorp \de\ 4,860,873 -0.78 604,255 2.63
2026-02-12 13F Strive Asset Management, LLC 0 -100.00 0
2026-04-30 13F First Horizon Corp 84,323 -0.34 10,482 3.09
2026-05-28 13F Ramiah Investment Group 0 -100.00 0 -100.00
2026-05-13 13F Lavaca Capital Llc Call 0 -100.00 0 -100.00
2026-04-23 13F S.E.E.D. Planning Group LLC 5,337 -5.71 663 -2.50
2026-05-05 13F Gallagher Capital Advisors, LLC 27,006 -0.37 3,357 3.07
2026-05-15 13F Strive Financial Group ,LLC 22,555 -0.04 2,804 3.43
2026-04-10 13F Marshall Financial Group LLC 3,410 -34.71 424 -32.54
2026-05-08 13F Northwestern Mutual Investment Management Company, Llc 5,263,528 -15.60 654,309 -12.70
2026-05-15 13F SIH Partners, LLLP 0 -100.00 0
2026-04-23 13F SevenBridge Financial Group, LLC 16,112 -5.64 2,185 -0.14
2026-05-01 13F Reuter James Wealth Management, Llc 5,199 -71.32 646 -70.34
2026-05-05 13F Putnam Fl Investment Management Co 24,184 -13.47 3,006 -10.48
2026-05-11 13F Canopy Partners, LLC 33,132 -1.59 4,119 1.78
2026-04-21 13F Red Tortoise LLC 1,470 -2.65 183 0.55
2026-05-15 13F CI Private Wealth, LLC 2,110,941 -5.23 260,492 -2.80
2026-05-15 13F Shepherd Kaplan Krochuk, Llc 25,264 -3.08 3,141 0.26
2026-05-05 13F Soundwatch Capital LLC 2,119 -1.21 263 2.33
2026-05-01 13F Diversify Advisory Services, LLC 0 -100.00 0
2026-05-13 13F Pinnacle Financial Group, LLC / IL 4,345 -3.70 540 -0.37
2026-04-24 13F Pw Advisors, Llc \ Fl 8,572 -35.90 1,066 -33.73
2026-04-13 13F Mlp3, Llc 10,651 -0.21 1,324 3.28
2026-04-15 13F Bright Futures Wealth Management, LLC. 9,124 -0.46 1,134 3.00
2026-04-21 13F Patton Albertson Miller Group, Llc 2,176 -7.44 271 -4.26
2026-01-15 13F My Personal CFO, LLC 0 -100.00 0
2026-02-13 13F Gts Securities Llc 0 -100.00 0
2026-04-20 13F Inscription Capital, LLC 8,345 -3.04 1,037 0.29
2026-04-22 13F Traveka Wealth, LLC 2,932 -8.23 364 -4.96
2026-05-15 13F Ameriflex Group, Inc. 3,071 -16.59 382 -13.80
2026-04-08 13F Ptm Wealth Management, Llc 6,819 -1.23 860 1.30
2026-05-13 13F Sherman Porfolios, Llc 0 -100.00 0
2026-05-14 13F Hilltop Holdings Inc. 35,899 -14.80 4,463 -11.87
2026-04-09 13F Peterson Wealth Advisors, LLC 20,385 -0.05 2,534 3.39
2026-04-27 13F Moneywise, Inc. 3,035 -28.69 377 -26.22
2026-04-27 13F Oarsman Capital, Inc. 2,893 -22.00 360 -19.33
2026-02-17 13F North Capital, Inc. 0 -100.00 0
2026-05-06 13F Financiere des Professionnels - Fonds d,investissement inc. 122,300 -2.16 15,203 1.20
2026-04-23 13F Dupree Financial Group, LLC 5,715 -2.26 710 1.14
2026-04-22 13F Motco 6,383 -9.14 793 -6.04
2026-04-29 13F Mine & Arao Wealth Creation & Management, LLC. 19,810 -0.01 2,463 3.45
2026-05-05 13F SOUTH STATE Corp 112,811 -5.19 14,023 -1.93
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 764 -32.09 95 -30.37
2026-01-26 13F Thomasville National Bank 4,128 -1.31 496 -0.20
2026-04-17 13F Brown, Lisle/cummings, Inc. 4,408 -34.75 548 -32.43
2026-02-17 13F Jump Financial, LLC 0 -100.00 0
2026-04-21 13F Corecam AG 39,850 -15.50 4,953 -12.63
2026-02-12 13F Litman Gregory Asset Management LLC 112,039 -2.07 13,465 -0.96
2026-05-07 13F one8zero8, LLC 2,702 -4.12 336 -0.89
2026-04-22 13F Ohio National Investments, Inc. 0 -100.00 0
2026-05-11 13F Bailard, Inc. 121,389 -0.17 15,090 3.26
2026-05-14 13F Captrust Financial Advisors 856,289 -0.45 106,444 2.97
2026-05-15 13F MidFirst Bank 15,306 -3.17 1,903 0.16
2026-05-13 13F Syon Capital Llc 21,961 -3.77 2,730 -0.47
2026-04-27 13F BIP Wealth, LLC 9,361 -3.21 1,164 0.09
2026-05-11 13F Catalyst Financial Partners Llc 215,794 -7.73 26,825 -4.55
2026-01-23 13F McCarthy & Cox 0 -100.00 0
2026-05-08 13F Maia Wealth LLC 4,336 -4.77 539 -8.49
2026-05-14 13F Mill Creek Capital Advisors, LLC 25,843 -1.16 3,212 2.23
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 74,139 -0.47 9,216 2.96
2026-04-22 13F Kapstone Financial Advisors LLC 1,825 -4.15 227 -0.88
2026-05-04 13F Kellett Schaffner Wealth Advisors LLC 13,450 -0.49 1,672 2.96
2026-05-08 13F Macroview Investment Management Llc 39,415 -0.03 4,900 3.40
2026-05-06 13F Topel & Distasi Wealth Management, LLC 88,365 -1.98 10,985 1.39
2026-04-16 13F Montecito Bank & Trust 48,603 -3.35 6,042 -0.03
2026-04-24 13F TSG Advice Partners, LLC 32,472 -2.62 4,037 0.72
2026-05-12 13F Alerus Financial Na 3,791 -0.39 471 3.06
2026-04-30 13F Csenge Advisory Group 53,753 -4.84 6,682 -1.56
2026-04-29 13F Greenwood Capital Associates Llc 24,596 -1.57 3,058 1.80
2026-05-05 13F Atria Investments Llc 72,251 -10.33 8,981 -7.25
2026-05-07 13F Greykasell Wealth Strategies, Inc. 33,884 -0.36 4,212 3.08
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100.00 0
2026-05-14 13F Dynasty Wealth Management, Llc 0 -100.00 0
2026-04-22 13F Oak Harvest Investment Services 0 -100.00 0
2026-05-15 13F Fortress Financial Group, Llc 38,175 -0.14 4,746 3.29
2026-04-30 13F Simplicity Wealth,LLC 36,157 -2.66 4,495 0.67
2026-05-05 13F West Paces Advisors Inc. 188,708 -2.63 23,458 0.72
2026-04-08 13F Partnership Wealth Management, LLC 70,338 -3.86 8,744 -0.56
2026-05-07 13F MONECO Advisors, LLC 10,002 -6.36 1,243 -3.12
2026-04-17 13F Stephenson National Bank & Trust 14,677 -19.71 1,824 -16.98
2026-05-15 13F AlphaCore Capital LLC 76,069 -5.19 9,456 -1.93
2026-05-13 13F Boston Family Office Llc 51,472 -8.18 6 0.00
2026-05-13 13F Clearbridge Investments, LLC 6,308 -2.11 784 1.29
2026-05-14 13F Bridgewater Advisors Inc. 1,557 -0.51 211 3.45
2026-05-13 13F Buckingham Strategic Partners 47,566 -3.74 5,912 -0.44
2026-05-07 13F BlueStem Wealth Partners, LLC 3,687 -2.92 458 0.44
2026-05-15 13F SIMA Wealth Partners, LLC 3,201 -2.17 398 1.02
2026-04-24 13F Balentine LLC 18,889 -11.01 2,348 -7.92
2026-04-30 13F Nisa Investment Advisors, Llc 0 -100.00 0
2026-05-15 13F Van Diest Capital, LLC 1,886 -5.70 234 -2.50
2026-05-05 13F Journey Advisory Group, LLC 41,307 -36.03 5,135 -33.83
2026-05-06 13F Performa Ltd (US), LLC 66,370 -9.73 8,250 -6.62
2026-04-21 13F Family Wealth Group, LLC 3,992 -5.65 496 -2.36
2026-05-15 13F Steffes Financial, Ltd. 1,647 -25.48 205 -23.02
2026-04-17 13F Nova R Wealth, Inc. 12,904 -0.44 1,604 3.02
2026-05-14 13F Chandler Asset Management, Inc. 0 -100.00 0
2026-04-16 13F Meadowbrook Advisors Group, LLC 3,022 -1.44 376 1.90
2026-05-11 13F 1015 Capital Partners, LLC 29,628 -0.26 3,683 3.19
2026-04-15 13F Cranbrook Wealth Management, LLC 107,362 -3.17 13,346 0.17
2026-04-23 13F Willis Johnson & Associates, Inc. 11,725 -55.07 1,458 -53.52
2026-04-08 13F Heritage Family Offices, LLP 2,243 -1.23 279 2.21
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100.00 0
2026-04-22 13F Sentry LLC 2,980 -17.31 370 -14.55
2026-04-21 13F Avaii Wealth Management, Llc 3,142 -7.91 391 -4.88
2026-01-23 13F Blue Fin Capital, Inc. 0 -100.00 0
2026-05-07 13F Resolute Advisors LLC 44,224 -2.45 5,497 0.90
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 251 -32.53 31 -29.55
2026-05-01 13F Connecticut Wealth Management, LLC 506,188 -6.90 62,924 -3.70
2026-05-11 13F Fourth Dimension Wealth, LLC 6,997 -36.03 870 -33.87
2026-04-23 13F waypoint wealth counsel 1,879 -39.70 234 -37.70
2026-04-20 13F State of Alaska, Department of Revenue 28,905 -29.60 4 -25.00
2026-01-15 13F Wealth Quarterback LLC 0 -100.00 0
2026-05-16 13F Opal Capital Llc 0 -100.00 0
2026-05-11 13F Salomon & Ludwin, LLC 93,511 -4.94 11,729 -2.99
2026-04-21 13F Cypress Capital Advisors, LLC 0 -100.00 0
2026-05-12 13F Crusonia Wealth Advisors LLC 10,318 -3.10 1,283 0.23
2026-04-07 13F Investment Partners Asset Management, Inc. 3,041 -4.76 378 -1.57
2026-05-06 13F Atlantic Trust, LLC 1,967 -7.30 245 -4.31
2026-04-22 13F Wallington Asset Management, LLC 157,733 -43.65 19,608 -41.71
2026-05-15 13F Lazard Asset Management Llc 271,139 -0.70 33,705 2.71
2026-04-16 13F Klaas Financial Asset Advisors, LLC 0 -100.00 0
2026-04-28 13F Encompass More Asset Management 0 -100.00 0
2026-04-16 13F Consolidated Planning Corp 47,513 -6.02 5,906 -2.78
2026-05-13 13F Redwood Family Wealth LLC 7,116 -1.60 885 1.73
2026-05-14 13F Galvin, Gaustad & Stein, LLC 33,422 -71.44 4,155 -70.46
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 40,590 -1.26 5,046 2.13
2026-04-24 13F Capital Asset Advisory Services LLC 397,764 -3.26 54,156 5.61
2026-05-08 13F Valeo Financial Advisors, LLC 2,121,252 -4.16 239,293 -1.82
2026-05-12 13F Vines Capital Management, LLC 4,389 -0.43 546 3.02
2026-05-07 13F Continuum Wealth Advisors, Llc 10,882 -4.64 1,353 -1.39
2026-04-10 13F Armstrong Advisory Group, Inc 5,455 -2.85 678 0.59
2026-05-01 13F Monetary Solutions, Ltd 0 -100.00 0
2026-04-28 13F Busey Wealth Management 20,885 -9.46 2,596 -6.35
2026-05-15 13F Pettyjohn, Wood & White, Inc 42,064 -1.06 5,229 2.35
2026-02-17 13F Glenmede Trust Co Na 4,957,174 -5.46 595,753 8.65
2026-05-11 13F Wealth Dimensions Group, Ltd. 9,952 -1.58 1,237 1.81
2026-04-03 13F Adirondack Trust Co 32,074 -2.90 3,987 0.45
2026-04-16 13F First Merchants Corp 212,491 -2.61 26,415 0.74
2026-04-24 13F Ledyard National Bank 5,344 -8.54 664 -5.41
2026-04-24 13F Luminist Capital LLC 0 -100.00 0
2026-05-01 13F Brightwater Advisory LLC 5,331 -7.93 663 -4.75
2026-04-30 13F Independence Bank of Kentucky 1,897 -0.37 236 3.07
2026-05-04 13F Retirement Planning Group 31,782 -6.14 3,951 -2.92
2026-04-29 13F American Wealth Advisors, LLC 2,281 -1.55 284 1.80
2026-05-06 13F World Equity Group, Inc. 18,506 -0.15 2,300 3.28
2026-04-28 13F Stephens Inc /ar/ 49,815 -14.62 6,193 -11.68
2026-04-10 13F Country Trust Bank 337 -11.78 42 -8.89
2026-05-15 13F Second Line Capital, LLC 15,213 -11.54 2,086 0.92
2026-04-08 13F Northstar Advisory Group, LLC 5,864 -83.80 729 -83.24
2026-05-15 13F MAI Capital Management 1,969,682 -3.05 244,851 0.28
2026-05-07 13F Sage Advisory Services, Ltd.Co. 0 -100.00 0
2026-01-08 13F Charis Legacy Partners, LLC 0 -100.00 0
2026-05-15 13F Trexquant Investment LP 0 -100.00 0
2026-05-07 13F Agf Management Ltd 20,025 -0.87 2,489 2.55
2026-05-14 13F Rockbridge Investment Management, LCC 2,475 -7.27 308 -4.06
2026-02-17 13F High Falls Advisors, Inc 2,787 -12.77 335 -11.87
2026-05-11 13F Portland Global Advisors LLC 13,518 -3.05 1,680 0.30
2026-04-17 13F Verde Capital Management 38,807 -2.90 4,824 0.44
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 113,198 -1.09 14,072 2.30
2026-04-16 13F Mendota Financial Group, LLC 0 -100.00 0
2026-04-22 13F Evensky & Katz LLC 1,015 -30.86 0
2026-05-01 13F Anchor Investment Management, LLC 11,637 -0.58 1,447 2.84
2026-05-15 13F Inspire Advisors, LLC 19,517 -8.05 2,426 -4.86
2026-05-15 13F Laird Norton Trust Company, Llc 16,150 -37.84 2,008 -35.71
2026-05-14 13F Signet Investment Advisory Group, Inc. 2,507 -4.50 312 -1.27
2026-04-21 13F Wesbanco Bank Inc 41,774 -11.14 5,193 -8.09
2026-05-06 13F Proffitt & Goodson Inc 104,999 -7.57 13,052 -4.39
2026-05-15 13F Susquehanna International Group, Llp Call 101,400 -50.92 12,605 -49.23
2026-05-12 13F Prosperity Bancshares Inc 9,010 -2.36 1,120 0.99
2026-05-15 13F Susquehanna International Group, Llp Put 49,100 -47.37 6,104 -45.57
2026-04-13 13F Pettinga Financial Advisors, LLC 82,730 -2.63 10,284 0.72
2026-04-22 13F Bravera Wealth 725 -14.61 90 -11.76
2026-05-01 13F Triton Wealth Management, PLLC 1,609 -0.92 202 -1.94
2026-05-04 13F Schnieders Capital Management, Llc. 2,162 -3.14 269 0.00
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 18,527 -4.01 2,303 -0.69
2026-05-11 13F PCA Investment Advisory Services Inc. 24,283 -13.65 3,036 -10.63
2026-05-11 13F Reliant Investment Partners, LLC 0 -100.00 0
2026-05-15 13F Susquehanna International Group, Llp 23,866 -72.36 2,967 -71.42
2026-04-22 13F Detalus Advisors, LLC 1,689 -2.31 210 0.97
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 17,145 -0.93 2,131 2.50
2026-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 3,303 -1.61 411 1.74
2026-05-12 13F BOK Financial Private Wealth, Inc. 154,199 -1.37 19,168 2.02
2026-05-15 13F Wellspring Financial Advisors, LLC 366,919 -10.21 4,874 2.78
2026-05-11 13F Godfrey Financial Associates, Inc. 26,014 -1.36 3,234 2.02
2026-01-23 13F Founders Capital Management, Llc 0 -100.00 0
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 2,485 -4.39 309 -1.28
2026-05-08 13F Minot DeBlois Advisors LLC 217 -10.33 27 -6.90
2026-05-15 13F Talisman Wealth Advisors LLC 13,733 -24.37 1,707 -21.84
2026-04-28 13F Integral Investment Advisors, Inc. 5,709 -1.97 710 1.43
2026-05-14 13F We Are One Seven, LLC 80,422 -4.16 9,997 -0.86
2026-04-30 13F Team Hewins, LLC 3,482 -0.71 433 2.61
2026-04-17 13F Stonebridge Financial Group, LLC / MO 2,290 -2.05 285 1.43
2026-05-12 13F Cascade Financial Partners, LLC 3,622 -5.53 450 -2.17
2026-04-20 13F Balance Wealth, LLC 5,515 -28.34 686 -25.87
2026-04-27 13F Counterweight Ventures, LLC 61,577 -12.39 7,655 -9.38
2026-04-15 13F 21 West Wealth Management LLC 5,286 -2.76 657 0.61
2026-05-14 13F StoneX Group Inc. 9,673 -55.23 1,203 -53.89
2026-04-22 13F BKM Wealth Management, LLC 6,124 -2.86 761 0.53
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 36,753 -46.38 4,569 -44.55
2026-05-14 13F Nan Shan Life Insurance Co., Ltd. 0 -100.00 0
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 55,073 -50.14 6,846 -48.42
2026-04-10 13F Boston Research & Management Inc 75,727 -0.38 9 0.00
2026-04-20 13F White Pine Investment CO 60,787 -1.62 8 0.00
2026-05-14 13F Andrews Advisory Associates, LLC 2,973 -3.66 370 -0.27
2026-05-08 13F Coldstream Capital Management Inc 15,957 -7.24 1,984 -4.06
2026-05-20 13F SOA Wealth Advisors, LLC. 25,079 -4.72 3,118 -1.45
2026-04-09 13F Goelzer Investment Management, Inc. 160,901 -1.11 20,002 2.29
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 41,016 -3.46 5,099 -0.16
2026-04-13 13F First Hawaiian Bank 29,342 -8.21 3,648 -5.05
2026-05-15 13F First Manhattan Co 30,504 -7.14 3,792 -3.95
2026-04-22 13F Continuum Advisory, LLC 15,917 -5.51 1,979 -2.27
2026-05-08 13F NewSquare Capital LLC 106,809 -2.02 13,277 1.35
2026-05-07 13F Bearing Point Capital, Llc 14,803 -11.53 1,840 -8.46
2026-02-03 13F Vantage Financial Partners, LLC 45,401 -0.96 5,456 0.17
2026-04-14 13F Howland Capital Management Llc 9,318 -21.66 1,158 -18.96
2026-05-11 13F Loudon Investment Management, LLC 7,287 -0.14 906 3.31
2026-05-08 13F Equity Wealth Partners, LLC 9,558 -1.68 1,188 1.71
2026-05-12 13F Rathbone Brothers plc 14,203 -0.94 1,766 2.44
2026-04-22 13F Vicus Capital 136,206 -19.29 16,932 -16.51
2026-01-29 13F New Century Financial Group, LLC 0 -100.00 0
2026-05-14 13F Safeguard Investment Advisory Group, LLC 0 -100.00 0
2026-04-27 13F Great Point Wealth Advisors, LLC 8,187 -1.27 1,018 2.11
2026-04-28 13F ORG Wealth Partners, LLC 6,199 -45.43 771 -43.63
2026-04-23 13F Walleye Partners, LLC 2,647 -7.74 329 -4.36
2026-05-07 13F Centerpoint Advisors, LLC 114,077 -9.65 14 -6.67
2026-04-17 13F Hanson & Doremus Investment Management 1,773 -23.35 0
2026-05-11 13F RWM Asset Management, LLC 11,497 -1.34 1,429 -4.29
2026-01-22 13F Premier Path Wealth Partners, LLC 67,989 -5.99 8,171 -4.92
2026-05-15 13F Bluefin Capital Management, Llc 0 -100.00 0
2026-04-22 13F TPG Advisors LLC 25,161 -2.53 3,128 0.81
2026-05-14 13F Tableaux Llc 2,392 -1.69 297 1.71
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 7,265 -50.00 903 -50.17
2026-05-13 13F Lavaca Capital Llc 899 -31.84 112 -29.75
2026-04-23 13F Emerald Advisors, LLC 14,380 -44.65 1,788 -42.76
2026-02-04 13F Ground Swell Capital, LLC 0 -100.00 0
2026-05-01 13F United Bank 33,140 -0.08 4,120 3.34
2026-05-14 13F Orleans Capital Management Corp/la 0 -100.00 0
2026-05-05 13F One Day In July LLC 310,418 -2.36 38,588 1.00
2026-05-15 13F Summit Financial, LLC 131,190 -9.01 16,308 -5.89
2026-04-23 13F Interchange Capital Partners, LLC 14,320 -5.17 1,497 -17.48
2026-05-06 13F Arcus Capital Partners, LLC 7,183 -51.75 893 -50.14
2026-05-13 13F Calton & Associates, Inc. 8,083 -0.26 1,005 3.19
2026-05-04 13F Clear Investment Research, Llc 9,621 -4.54 1,196 -1.32
2026-05-15 13F Wealth Management Nebraska 9,565 -11.11 1,189 -8.04
2026-05-05 13F Capital Investment Advisory Services, LLC 64,316 -32.63 7,995 -30.31
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100.00 0
2026-04-28 13F Stratos Wealth Advisors, LLC 16,442 -35.90 2,044 -33.71
2026-04-23 13F Glass Jacobson Investment Advisors llc 5,175 -0.86 643 2.55
2026-04-20 13F Independent Wealth Network Inc. 3,333 -0.89 414 2.48
2026-05-15 13F Segall Bryant & Hamill, Llc 0 -100.00 0
2026-05-13 13F Mairs & Power Inc 2,410 -3.41 300 0.00
2026-05-11 13F Linscomb & Williams, Inc. 7,206 -15.44 896 -12.60
2026-04-01 13F Burkett Financial Services, Llc 82,164 -0.46 10,214 2.95
2026-04-13 13F Mkd Wealth Coaches, Llc 11,973 -13.01 1,488 -10.04
2026-04-27 13F Evolution Wealth Management Inc. 249 -28.65 31 -26.83
2026-05-26 13F Ruggaard & Associates LLC 0 -100.00 0
2026-04-23 13F Bigelow Investment Advisors, LLC 39,480 -3.72 4,908 -0.43
2026-04-15 13F Fmb Wealth Management 0 -100.00 0
2026-05-14 13F HighPoint Advisor Group LLC 63,777 -8.42 7,928 -5.27
2026-05-07 13F Carson Advisory Inc. 5,090 -1.24 633 2.10
2026-05-19 13F Mascagni Wealth Management, Inc. 12,397 -0.27 1,541 3.22
2026-04-02 13F Somerset Trust Co 3,682 -27.22 458 -24.71
2026-02-12 13F Commonwealth Equity Services, Llc 3,103,300 -9.96 372,955 91,086.80
2026-05-08 13F Cornerstone Financial Management LLC 1,880 -14.74 234 -11.74
2026-05-11 13F Elevate Wealth Advisory, Inc 543 -24.06 68 -21.18
2026-05-13 13F RFP Financial Group LLC 3,878 -0.72 482 2.77
2026-05-15 13F Core Wealth Advisors, Inc. 18,384 -3.84 2,285 -0.52
2026-04-15 13F Fifth Third Securities, Inc. 95,918 -8.45 11,924 -5.31
2026-05-14 13F Allworth Financial LP 1,243,836 -0.02 154,621 3.42
2026-04-27 13F Trademark Financial Management, LLC 2,964 -6.53 368 -3.41
2026-04-20 13F Dopkins Wealth Management, Llc 1,703 -36.69 212 -34.67
2026-04-08 13F Sfm, Llc 5,238 -4.61 651 -1.21
2026-05-15 13F Westwood Holdings Group Inc 3,359 -24.65 418 -22.06
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 48,815 -17.96 6,609 -7.57
2026-05-14 13F Phillips Wealth Planners LLC 6,824 -6.17 937 -0.95
2026-02-11 13F Strategic Wealth Designers 0 -100.00 0
2026-04-13 13F Compass Ion Advisors, LLC 10,215 -0.23 1,270 3.17
2026-04-24 13F 4Thought Financial Group Inc. 96,497 -4.91 11,996 -1.64
2026-05-15 13F/A EverSource Wealth Advisors, LLC 10,271 -14.64 1,277 -11.76
2026-04-13 13F Garrett Investment Advisors LLC 2,916 -6.45 362 -3.21
2026-05-11 13F Great Valley Advisor Group, Inc. 30,064 -3.64 3,738 -0.35
2026-04-16 13F Stephen J. Garry & Associates, Llc 2,546 -1.93 316 1.61
2026-04-14 13F Opal Wealth Advisors, LLC 2,648 -4.13 329 -0.60
2026-05-04 13F Citizens National Bank Trust Department 69,417 -1.75 8,629 1.64
2026-04-22 13F Quattro Financial Advisors Llc 13,386 -11.73 1,664 -8.67
2026-04-07 13F Twele Capital Management, Inc. 173,598 -0.79 21,580 2.62
2026-05-04 13F Avantax Planning Partners, Inc. 0 -100.00 0
2026-04-02 13F Horizons Wealth Management 6,641 -0.08 826 3.38
2026-05-12 13F Rsm Us Wealth Management Llc 84,909 -0.76 10,555 1.38
2026-05-14 13F RMG Wealth Management LLC 0 -100.00 0
2026-05-01 13F FLC Capital Advisors 10,283 -5.55 1,278 -2.29
2026-05-05 13F Black Diamond Financial, LLC 22,580 -34.06 2,807 -31.81
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100.00 0 -100.00
2026-04-10 13F Insight Wealth Strategies, LLC 4,677 -13.96 581 -11.03
2026-05-07 13F AlTi Global, Inc. 11,780 -5.01 1,464 -1.74
2026-04-08 13F Oliver Luxxe Assets LLC 10,442 -0.11 1,298 3.26
2026-05-15 13F Nikulski Financial, Inc. 58,881 -5.40 7,319 -2.15
2026-05-13 13F Scotia Capital Inc. 16,894 -0.79 2,100 2.64
2026-05-14 13F Cowa, Llc 5,105 -32.87 635 -30.56
2026-04-16 13F EdgeRock Capital LLC 8,871 -0.22 1,103 3.18
2026-04-23 13F Game Plan Financial Advisors, LLC 0 -100.00 0
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100.00 0
2026-04-13 13F Mather Group, Llc. 40,123 -1.10 4,988 2.30
2026-04-29 13F/A True Link Financial Advisors, LLC 1,045 -71.76 130 -70.95
2026-04-23 13F Ewa, Llc 27,041 -37.39 3,361 -35.24
2026-02-17 13F Risk Paradigm Group, LLC 0 -100.00 0
2026-05-11 13F Empirical Asset Management, LLC 5,960 -1.14 741 2.21
2026-02-13 13F Pine Valley Investments Ltd Liability Co 6,940 -1.00 834 0.12
2026-05-01 13F American Trust 7,018 -14.65 872 -11.74
2026-02-17 13F SummitTX Capital, L.P. 0 -100.00 0
2026-01-28 13F Wingate Wealth Advisors, Inc. 0 -100.00 0
2026-04-15 13F DecisionMap Wealth Management, LLC 11,428 -9.57 1,421 -6.46
2026-04-21 13F Aaron Wealth Advisors LLC 10,716 -21.89 1,332 -19.17
2026-04-21 13F Lewis Asset Management, LLC 20,506 -0.89 2,549 2.53
2026-05-04 13F Alta Wealth Advisors LLC 5,658 -0.25 703 3.23
2026-05-11 13F Expressive Wealth LLC 16,374 -10.64 2,275 3.27
2026-05-12 13F Moneta Group Investment Advisors Llc 1,468,209 -0.19 182,513 3.24
2026-05-04 13F Fortress Financial Solutions, LLC 22,390 -10.70 2,783 -7.63
2026-04-27 13F FSM Wealth Advisors, LLC 152,551 -5.99 18,964 -2.76
2026-04-24 13F Courage Miller Partners, LLC 4,331 -0.09 538 3.46
2026-02-10 13F Peak Retirement Planning, Inc. 0 -100.00 0
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100.00 0
2026-04-21 13F Pallas Capital Advisors LLC 2,084 -70.07 259 -69.02
2026-05-19 13F Cim Investment Mangement Inc 104,389 -0.49 12,977 2.93
2026-01-28 13F Lebenthal Global Advisors, LLC 0 -100.00 0
2026-04-14 13F Corecam Pte. Ltd. 88,730 -11.61 11,028 -8.59
2026-04-29 13F Investment Research Partners LLC 4,328 -0.02 538 3.46
2026-04-23 13F Summit Investment Advisory Services, LLC 11,727 -0.07 1,458 3.33
2026-05-11 13F Howard Wealth Management, Llc 3,714 -0.11 462 3.36
2026-05-15 13F Aristotle Capital Boston, LLC 60,552 -15.46 7,543 -12.37
2026-05-26 13F Summit Financial Wealth Advisors, LLC 137,566 -3.75 17,101 -0.45
2026-04-27 13F/A New World Advisors LLC 52,916 -17.14 6,578 -14.29
2026-05-06 13F Decker Wealth Management LLC 0 -100.00 0 -100.00
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100.00 0
2026-04-24 13F Peregrine Asset Advisers, Inc. 2,446 -2.70 304 0.66
2026-04-21 13F Falcon Wealth Planning 1,930 -0.72 240 2.58
2026-02-17 13F Two Sigma Investments, Lp 0 -100.00 0
2026-05-15 13F Painted Porch Advisors LLC 322,311 -3.49 40,067 -0.18
2026-05-15 13F Punch & Associates Investment Management, Inc. 152 -98.77 19 -98.79
2026-05-12 13F Atlantic Union Bankshares Corp 856,543 -3.44 106,477 -0.12
2026-04-08 13F McNaughton Wealth Management, LLC 5,701 -3.13 709 0.14
2026-05-13 13F Mpwm Advisory Solutions, Llc 184 -63.27 23 -63.33
2026-05-12 13F Palumbo Wealth Management LLC 53,380 -3.62 6,636 -0.32
2026-04-29 13F Rockwood Wealth Management, LLC 15,144 -0.39 1,883 3.01
2026-05-13 13F Old North State Trust, LLC 11,941 -0.15 1 0.00
2026-04-21 13F Trust Co Of Virginia /va 9,555 -8.52 1,188 -5.42
2026-05-15 13F IMG Wealth Management, Inc. 0 -100.00 0
2026-04-22 13F Norris Perne & French Llp/mi 113,675 -4.63 14,131 -1.36
2026-04-15 13F Wright Fund Managment, LLC 0 -100.00 0
2026-05-01 13F Citizens Business Bank 51,754 -6.60 6,434 -3.39
2026-05-12 13F Planwiser Financial, Llc 0 -100.00 0
2026-04-24 13F Greystone Financial Group, LLC 2,346 -34.69 292 -32.48
2026-05-15 13F Weaver Consulting Group 2,170 -10.66 270 -7.56
2026-02-17 13F MGB Wealth Management, LLC 1,541 -5.46 185 -4.15
2026-02-13 13F Total Wealth Planning, Llc 0 -100.00 0
2026-04-15 13F Asio Capital, LLC 63,103 -0.99 7,844 2.42
2026-05-06 13F Shared Vision Wealth Group LLC 3,568 -15.89 444 -18.42
2026-05-08 13F/A Davidson Investment Advisors 2,616 -21.91 325 -19.15
2026-04-24 13F Midwest Capital Advisors, LLC 2,916 -0.14 362 3.43
2026-04-10 13F Windsor Capital Management, LLC 29,921 -8.56 3,719 -5.42
2026-05-13 13F River Wealth Advisors LLC 4,711 -14.05 586 -11.09
2026-04-28 13F Fundamentun, Llc 16,806 -3.82 2,089 -0.52
2026-04-20 13F Boyd Wealth Management, LLC 40,611 -61.84 5,048 -60.53
2026-05-11 13F United Bank 362,688 -7.59 45,086 -4.42
2026-04-10 13F High Probability Advisors, LLC 4,976 -13.17 619 -10.17
2026-05-15 13F Perennial Investment Advisors, LLC 28,515 -10.96 3,544 -7.90
2026-04-09 13F Teamwork Financial Advisors, LLC 3,297 -3.74 410 -0.49
2026-05-13 13F Alpha Financial Partners, LLC 31,350 -3.44 3,897 -0.10
2026-04-08 13F First Heartland Consultants, Inc. 5,856 -0.20 728 3.12
2026-04-20 13F McKinley Carter Wealth Services, Inc. 127,395 -8.12 15,836 -4.96
2026-02-10 13F Sfmg, Llc 0 -100.00 0
2026-05-13 13F PKS Advisory Services, LLC 159,751 -0.46 19,862 2.98
2026-04-22 13F Pasadena Private Wealth, LLC 10,467 -0.72 1,301 2.68
2026-04-29 13F Downshift Financial, LLC 3,008 -20.86 408 -16.43
2026-05-06 13F Assetmark, Inc 1,151,858 -0.39 143,187 3.03
2026-05-15 13F RMB Capital Management, LLC 213,810 -3.56 26,579 -0.25
2026-04-14 13F Granite Group Advisors, LLC 2,120 -1.07 268 4.28
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 18,246 -1.92 2,268 1.48
2026-04-16 13F Fiduciary Advisors, Inc. 14,437 -1.03 1,795 2.34
2026-05-15 13F Talon Private Wealth, LLC 6,832 -0.74 849 12.90
2026-05-08 13F HFG Advisors, Inc. 5,495 -0.63 683 2.86
2026-04-24 13F Enzi Wealth 54,224 -7.78 6,741 -9.91
2026-04-24 13F Flagship Private Wealth, LLC 11,951 -0.16 1,486 3.27
2026-04-28 13F Harbour Trust & Investment Management Co 198,163 -1.17 24,634 2.22
2026-04-23 13F Members Wealth Llc 2,292 -6.72 311 -1.27
2026-05-14 13F Financial Advisors Network, Inc. 2,757 -0.93 343 2.40
2026-04-16 13F Heck Capital Advisors, LLC 129,139 -1.44 16,053 1.95
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 320,878 -16.14 39,888 -13.25
2026-05-15 13F Ascent Group, LLC 19,459 -1.22 2,419 2.15
2026-05-15 13F Squarepoint Ops LLC Call 0 -100.00 0
2026-05-14 13F Keebeck Wealth Management, LLC 22,968 -15.49 2,855 -12.58
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 12,311 -0.44 1,530 2.96
2026-04-21 13F Narus Financial Partners, LLC 18,286 -5.57 2,273 -2.32
2026-04-10 13F FORM Wealth Advisors, LLC 217,077 -0.34 26,985 3.08
2026-05-07 13F Carl P. Sherr & Co., LLC 36,679 -0.13 4,560 -2.27
2026-05-14 13F Provida Pension Fund Administrator 0 -100.00 0 -100.00
2026-05-12 13F One Capital Management, LLC 22,838 -0.53 2,839 2.86
2026-04-09 13F ASL Financial, LLC 29,246 -1.78 3,636 1.59
2026-05-14 13F Ade, Llc 6,330 -0.19 787 3.15
2026-01-26 13F Invested Advisors 0 -100.00 0
2026-04-16 13F Global Wealth Management, LLC 74,501 -8.41 9,261 -5.26
2026-05-01 13F Cosner Financial Group, LLC 8,713 -3.57 1,083 -0.18
2026-05-14 13F Northern Oak Wealth Management Inc 7,871 -0.63 978 2.84
2026-05-11 13F MainStreet Investment Advisors LLC 153,949 -2.94 19,137 0.40
2026-05-12 13F CBIZ Investment Advisory Services, LLC 3,861 -17.50 480 -14.77
2026-05-15 13F/A Studio Investment Management Llc 4,181 -6.84 520 -3.71
2026-05-13 13F First Trust Advisors Lp 3,316 -28.70 412 -26.16
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100.00 0 -100.00
2026-05-15 13F Valley Financial Group, Inc. 10,747 -0.73 1,336 2.61
2026-05-29 13F Mullaney, Keating & Wright, Inc. 23,561 -10.39 2,929 -7.34
2026-04-02 13F Collective Family Office Llc 6,265 -1.42 779 1.97
2026-04-15 13F Valley National Advisers Inc 22,387 -5.41 3 0.00
2026-04-07 13F St. Louis Financial Planners Asset Management, LLC 0 -100.00 0
2026-04-27 13F HB Wealth Management, LLC 244,385 -2.15 30,380 1.21
2026-02-25 13F Kw Wealth Management Llc 5,061 -0.78 608 0.33
2026-05-14 13F Fiduciary Management Inc /wi/ 0 -100.00 0
2026-05-06 13F Clifford Swan Investment Counsel Llc 85,615 -2.70 10,643 0.64
2026-05-12 13F Causey Wealth LLC 38,125 -9.47 4,739 -6.36
2026-04-17 13F Boston Private Wealth Llc 51,316 -5.50 6,379 -2.25
2026-04-24 13F Redwood Wealth Management Group, LLC 14,209 -0.31 1,766 3.15
2026-04-29 13F Strategic Blueprint, LLC 62,804 -1.68 7,807 1.71
2026-05-14 13F Traynor Capital Management, Inc. 6,296 -1.32 761 -0.65
2026-02-11 13F Rise Advisors, LLC 0 -100.00 0
2026-05-05 13F Vectors Research Management, LLC 65,320 -0.84 8,120 2.56
2026-05-13 13F Corsicana & Co. 11,332 -5.11 1,185 -17.49
2026-04-16 13F SG Americas Securities, LLC 8,907 -71.61 1 -66.67
2026-06-03 13F CoreFirst Bank & Trust 28,041 -1.97 3,486 1.40
2026-05-05 13F Clarity Asset Management, Inc. 99 -33.56 12 -29.41
2026-01-26 13F Decker Retirement Planning Inc. 0 -100.00 0
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2,160 -0.55 269 2.68
2026-04-15 13F Riversedge Advisors, Llc 67,078 -52.57 8,338 -50.94
2026-01-12 13F Shira Ridge Wealth Management 0 -100.00 0
2026-04-22 13F Wetzel Investment Advisors, Inc. 5,293 -13.79 658 -10.85
2026-01-28 13F Milestone Asset Management, Llc 0 -100.00 0
2026-04-21 13F Alpine Bank Wealth Management 15,385 -2.45 1,913 0.90
2026-04-28 13F Split Rock Private Trading & Wealth Management, LLC 37,567 -2.49 4,670 0.86
2026-05-11 13F Aptus Capital Advisors, LLC 88,585 -9.19 11,012 -6.07
2026-05-07 13F First National Trust Co 318,505 -5.37 39,593 -2.11
2026-05-04 13F Mml Investors Services, Llc 1,207,467 -10.78 150,100 -7.72
2026-01-27 13F Meritage Portfolio Management 16,843 -1.69 2,024 -0.54
2026-01-07 13F Aventura Private Wealth, LLC 0 -100.00 0 -100.00
2026-05-12 13F Greenwich Wealth Management LLC 22,536 -3.35 3 0.00
2026-04-29 13F KERR FINANCIAL PLANNING Corp 655 -1.36 89 3.53
2026-04-13 13F Winthrop Advisory Group LLC 4,423 -1.21 550 2.23
2026-05-07 13F Koss-Olinger Consulting, LLC 2,787 -7.59 346 -4.42
2026-04-22 13F RMR Wealth Builders 18,852 -64.07 2,344 -62.84
2026-04-29 13F Axxcess Wealth Management, Llc 457,070 -2.92 56,818 0.42
2026-05-11 13F Wells Fargo & Company/mn 14,723,605 -1.57 1,830,291 1.81
2026-04-16 13F Sweeney & Michel, Llc 7,874 -0.23 1,038 -0.29
2026-05-11 13F Manchester Capital Management LLC 832 -4.91 103 -1.90
2026-04-10 13F Revolve Wealth Partners, LLC 17,827 -7.68 2,216 -4.48
2026-04-27 13F Wbh Advisory Inc 32,897 -5.36 4,110 -1.63
2026-04-23 13F American National Bank 23,439 -0.28 2,914 3.15
2026-04-15 13F Financial Management Professionals, Inc. 0 -100.00 0
2026-05-15 13F Walsh & Associates, LLC 1,207 -7.79 150 -4.46
2026-05-05 13F Trail Ridge Investment Advisors, LLC 2,415 -13.69 300 -10.71
2026-05-01 13F Lincoln Capital LLC 10,296 -0.12 1,277 3.07
2026-04-14 13F Lawood & Co 3,109 -1.40 386 2.12
2026-04-23 13F Moss Adams Wealth Advisors LLC 46,047 -72.52 5,724 -71.58
2026-04-09 13F Park Place Capital Corp 26,099 -1.71 3,244 1.66
2026-04-20 13F Hoxton Planning & Management, LLC 5,343 -0.06 664 3.43
2026-04-24 13F Essex Financial Services, Inc. 24,963 -3.20 3,103 0.13
2026-04-30 13F Indivisible Partners 15,518 -5.84 1,929 -2.63
2026-04-29 13F Penobscot Investment Management Company, Inc. 15,059 -0.46 1,872 2.92
2026-05-15 13F EFG International AG 180,846 -1.60 22,481 1.78
2026-04-23 13F Partners Wealth Management, Llc 1,793 -2.92 223 0.45
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0 -100.00 0 -100.00
2026-04-14 13F William Mack & Associates, Inc. 0 -100.00 0
2026-05-12 13F Richardson Capital Management LLC 2,380 -2.54 296 0.68
2026-05-07 13F Nordwand Advisors, LLC 90,612 -8.75 11,053 -7.38
2026-05-12 13F Americana Partners, LLC 47,676 -23.88 5,927 -21.27
2026-04-29 13F Nilsine Partners, LLC 3,987 -5.16 545 7.72
2026-05-13 13F Ankerstar Wealth, LLC 1,099 -68.04 137 -67.07
2026-04-21 13F Keystone Financial Group, Inc. 8,026 -7.01 998 -3.86
2026-05-06 13F Quadrant Private Wealth Management, LLC 9,684 -16.24 1,204 -13.39
2026-04-08 13F Capital Advisors Wealth Management, LLC 6,903 -0.30 858 3.13
2026-05-15 13F Strategies Wealth Advisors, LLC 4,106 -7.90 510 -4.67
2026-04-22 13F Gemmer Asset Management LLC 8,413 -2.33 1,046 0.97
2026-05-12 13F Culbertson A N & Co Inc 21,796 -0.11 2,709 3.32
2026-05-01 13F Concord Wealth Partners 2,263 -1.82 281 1.44
2026-02-13 13F Burton Enright Welch 0 -100.00 0
2026-05-15 13F Millennium Management Llc 2,564 -31.63 319 -29.33
2026-04-13 13F Wiser Wealth Management, Inc 27,386 -2.29 3,404 1.07
2026-05-14 13F Endeavor Private Wealth, Inc. 3,155 -3.66 392 -0.25
2026-04-22 13F KG&L Capital Management,LLC 9,487 -11.86 1,179 -8.82
2026-04-28 13F Farnam Financial LLC 8,592 -11.49 1,068 -8.40
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100.00 0
2026-05-08 13F TMB Capital Partners, LLC 69,695 -2.71 8,664 0.63
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 2,813 -1.95 350 1.45
2026-01-26 13F Northwest Capital Management Inc 0 -100.00 0
2026-04-20 13F LVW Advisors, LLC 105,491 -9.82 13,114 -6.72
2026-04-15 13F Michael Brady & Co., LLC 14,077 -0.35 1,750 3.06
2026-04-15 13F Asset Allocation & Management Company, LLC 4,343 -2.21 1
2026-05-06 13F CNB Bank 5,549 -0.45 690 2.99
2026-05-05 13F Ridgeline Wealth Planning, LLC 5,414 -11.43 673 -8.31
2026-05-05 13F Milestone Investment Advisors LLC 10,587 -6.71 1,316 -3.45
2026-05-12 13F Operose Advisors LLC 90,248 -1.83 11,219 1.56
2026-05-06 13F Oxford Financial Group Ltd 5,417 -17.37 673 -14.49
2026-02-03 13F Alpha Cubed Investments, LLC 3,041 -6.03 365 -4.95
2026-04-16 13F Polianta Ltd 0 -100.00 0
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 41,666 -2.24 5,180 1.11
2026-05-18 13F Edgestream Partners, L.P. 0 -100.00 0
2026-04-24 13F United Community Bank 23,541 -9.07 2,926 -5.95
2026-04-16 13F Allegheny Financial Group LTD 11,176 -52.01 1,389 -50.36
2026-05-05 13F PFG Advisors 21,674 -4.25 2,694 -0.96
2026-05-14 13F Capital Analysts, Inc. 92,144 -7.39 11 0.00
2026-04-23 13F Powell Investment Advisors, LLC 7,024 -0.06 873 3.44
2026-02-12 13F Pitcairn Co 0 -100.00 0
2026-04-22 13F Invera Wealth Advisors, LLC 19,210 -1.53 2,388 1.83
2026-05-12 13F Pacific Center for Financial Services 6,786 -20.65 844 -17.03
2026-04-08 13F Nestegg Advisors, Inc. 99,896 -2.50 12,418 0.85
2026-05-18 13F IFS Group,LLC 6,502 -15.53 808 -11.89
2026-05-01 13F International Assets Investment Management, Llc 11,899 -4.75 1,486 -1.00
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 53 -91.91 7 -92.31
2026-05-15 13F XTX Topco Ltd 0 -100.00 0
2026-05-11 13F Ellevest, Inc. 14,326 -0.67 1,781 2.71
2026-05-07 13F New York Life Investment Management Llc 395,312 -0.60 49,141 2.82
2026-04-10 13F Octavia Wealth Advisors, LLC 2,445 -16.67 304 -13.92
2026-05-06 13F Leuthold Group, Llc 0 -100.00 0
2026-04-22 13F Wiser Advisor Group LLC 3,500 -4.66 435 -1.36
2026-04-13 13F Arcadia Investment Advisors Llc 13,032 -1.16 1,620 2.27
2026-04-13 13F Massmutual Trust Co Fsb/adv 275,741 -0.51 34,277 2.91
2026-01-21 13F Mezzasalma Advisors, LLC 0 -100.00 0
2026-05-12 13F Financial Network Wealth Management LLC 13,015 -2.86 2 0.00
2026-05-11 13F Valpey Financial Services, LLC 11,649 -0.36 1,448 3.06
2026-04-24 13F DeLarme Wealth Management, Inc. 2,444 -4.42 304 -1.30
2026-04-15 13F Iowa State Bank 101,538 -36.00 12,622 -33.80
2026-04-24 13F Means Investment Co., Inc. 16,906 -1.35 2,102 2.04
2026-05-14 13F Financial Engines Advisors L.L.C. 7,720,457 -1.29 959,730 2.10
2026-01-28 13F Amarillo National Bank 0 -100.00 0
2026-04-16 13F Annex Advisory Services, LLC 27,430 -20.20 3,410 -17.46
2026-04-20 13F Provenance Wealth Advisors, LLC 19,896 -23.50 2,473 -20.86
2026-04-29 13F Birch Hill Investment Advisors LLC 210,832 -0.40 26,209 3.03
2026-04-10 13F Sound Stewardship, LLC 53,361 -3.71 6,633 -0.41
2026-04-09 13F Kwmg, Llc 3,669 -2.50 456 0.88
2026-04-30 13F Stablepoint Partners, LLC 1,848 -4.30 230 -1.29
2026-04-29 13F Frank, Rimerman Advisors LLC 2,615 -19.88 325 -17.09
2026-04-23 13F Columbia Advisory Partners Llc 0 -100.00 0
2026-05-01 13F Midwest Trust Co 200,793 -1.25 24,961 2.14
2026-04-17 13F Buffalo Business & Estate Services Ltd 2,833 -1.73 352 1.73
2026-05-07 13F Avidian Wealth Solutions, LLC 174,878 -43.13 21,739 -41.18
2026-04-22 13F Matauro, Llc 4,484 -34.84 557 -32.65
2026-05-01 13F Financial Counselors Inc 21,639 -0.14 2,690 3.26
2026-04-21 13F Chapin Davis, Inc. 20,142 -0.74 2,504 2.67
2026-05-11 13F Atlas Capital Advisors Llc 4,243 -17.27 527 -14.45
2026-05-06 13F Tyche Wealth Partners LLC 5,128 -2.64 637 0.79
2026-04-07 13F Central Pacific Bank - Trust Division 351 -98.45 44 -98.42
2026-04-15 13F Elevatus Welath Management 2,124 -32.01 264 -29.60
2026-04-21 13F Marietta Wealth Management, LLC 69,925 -1.45 8,692 1.94
2026-05-06 13F Brio Consultants, LLC 5,922 -5.04 818 9.08
2026-04-17 13F Webster Bank, N. A. 2,434 -14.33 303 -11.44
2026-05-13 13F Alesco Advisors Llc 2,240,064 -2.95 278,462 0.38
2026-05-14 13F Ballentine Partners, LLC 346,461 -2.38 43,069 0.97
2026-05-11 13F Marin Bay Wealth Advisors, LLC 20,298 -4.81 2,523 -1.52
2026-05-14 13F Vernal Point Advisors, LLC 1,906 -37.83 237 -35.87
2026-04-16 13F First Community Trust Na 0 -100.00 0
2026-05-04 13F First National Bank of Hutchinson 46,134 -3.24 5,735 0.09
2026-05-15 13F Destination Wealth Management 838,038 -0.28 104,176 3.15
2026-04-20 13F Joel Adams & Associates, Inc. 15,543 -6.65 1,932 -3.40
2026-04-15 13F Journey Strategic Wealth Llc 163,315 -0.31 20,302 3.12
2026-05-15 13F Wealth Preservation Advisors, LLC 681 -30.65 85 -28.81
2026-04-20 13F Brandywine Oak Private Wealth Llc 1,674 -20.25 208 -17.46
2026-04-27 13F LCW Services, LLC 20,627 -76.77 2,564 -75.97
2026-05-12 13F D.B. Root & Company, LLC 2,488 -8.06 309 -4.92
2026-06-03 13F/A Wealthquest Corp 24,467 -5.12 3,042 -1.87
2026-05-04 13F Rogco, Lp 726 -95.35 90 -95.20
2026-04-24 13F Goldstone Financial Group, LLC 11,953 -48.37 1,486 -46.62
2026-04-13 13F CJM Wealth Advisers, Ltd. 174,853 -1.97 21,736 1.40
2026-05-06 13F Bauman Advisory Group, LLC 2,507 -93.78 312 -93.58
2026-04-08 13F RDA Financial Network 12,482 -1.43 1,552 1.97
2026-05-15 13F London Co Of Virginia 38 -19.15 5 -20.00
2026-04-08 13F Arlington Trust Co LLC 10,862 -1.38 1,350 2.04
2026-05-11 13F Adams Wealth Management 5,712 -0.04 710 3.50
2026-04-08 13F Lineweaver Wealth Advisors, LLC 12,936 -0.97 1,608 2.49
2026-05-11 13F Foundations Investment Advisors, LLC 33,531 -22.52 4,168 -19.86
2026-04-13 13F Sherman Wealth Management LLC 12,478 -1.38 1,551 2.04
2026-04-21 13F Granite Islands Private Wealth, Llc 5,161 -4.32 641 -0.93
2026-05-05 13F Northstar Financial Companies, Inc. 0 -100.00 0
2026-04-15 13F RCW Management, LLC 14,942 -9.48 1,857 -6.35
2026-05-15 13F Mission Wealth Management, Lp 598,235 -1.43 74,367 1.96
2026-04-10 13F YHB Investment Advisors, Inc. 136,684 -6.63 16,991 -3.42
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 0 -100.00 0
2026-04-03 13F First County Bank /CT/ 15,564 -3.11 1,935 0.21
2026-05-11 13F Haverford Financial Services, Inc. 3,704 -28.91 460 -26.52
2026-05-07 13F Winthrop Partners - Wny, Llc 35,680 -0.32 4,435 3.12
2026-04-14 13F Sterling Investment Advisors Llc /adv 37,411 -0.42 4,651 3.01
2026-05-04 13F Sigma Planning Corp 174,257 -10.02 21,662 -6.94
2026-01-29 13F Warren Street Wealth Advisors, LLC 0 -100.00 0
2026-04-14 13F Capital Asset Managemnet, LLC 1,887 -0.89 235 2.63
2026-05-06 13F Elyxium Wealth, LLC 33,118 -9.82 4,117 -6.73
2026-05-12 13F Community Bank, N.A. 113,720 -0.52 14,137 2.90
2026-04-27 13F Level Wealth Management LLC 2,912 -1.02 362 2.27
2026-05-04 13F Carrera Capital Advisors 14,484 -1.56 1,801 1.81
2026-04-08 13F Emergent Wealth Advisors, LLC 21,515 -65.88 2,675 -64.71
2026-04-22 13F MFA Wealth Services 8,359 -0.51 1,039 2.97
2026-05-14 13F Hrt Financial Lp 0 -100.00 0
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 5,439 -1.16 676 2.27
2026-04-24 13F hemming& Wealth Management, Inc. 63,144 -29.55 7,849 -27.13
2026-05-06 13F LPL Financial LLC 16,639,004 -5.06 2,068,394 -1.80
2026-01-28 13F WMG Financial Advisors, LLC 0 -100.00 0
2026-05-11 13F Glaxis Capital Management, LLC 0 -100.00 0
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100.00 0
2026-04-23 13F Forum Financial Management, LP 2,366 -28.41 294 -25.94
2026-04-16 13F Sprinkle Financial Consultants LLC 96,709 -0.06 12,022 3.38
2026-04-16 13F Quotient Wealth Partners, LLC 22,428 -7.00 2,788 -3.80
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 26,717 -0.64 3,321 2.79
2026-04-22 13F SFG Wealth Management, LLC. 4,665 -1.87 580 1.40
2026-02-06 13F Magnolia Private Wealth, LLC 0 -100.00 0
2026-02-09 13F Goodwin Investment Advisory 0 -100.00 0
2026-04-20 13F TFB Advisors LLC 0 -100.00 0
2026-05-11 13F Beacon Capital Management, LLC 1,859 -9.10 231 -5.71
2026-02-10 13F Future Fund LLC 0 -100.00 0
2026-04-24 13F Heritage Investors Management Corp 30,742 -3.90 4 0.00
2026-05-05 13F Covestor Ltd 315 -6.25 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 301 -94.62 36 -94.58
2026-04-17 13F Baker Ellis Asset Management LLC 9,338 -2.33 1,161 0.96
2026-05-07 13F Coastwise Capital Group, LLC 2,380 -20.21 296 -17.60
2026-04-22 13F Legacy Wealth Management, Inc 414,434 -1.05 51,518 2.35
2026-05-13 13F GeoWealth Management, LLC 7,801 -8.76 970 -5.65
2026-04-30 13F Private Trust Co Na 42,851 -4.10 5,327 -0.80
2026-04-24 13F SOL Capital Management CO 0 -100.00 0
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 1,585 -94.58 197 -94.42
2026-05-13 13F American Investment Services, Inc. 5,437 -2.88 676 0.45
2026-05-15 13F Bragg Financial Advisors, Inc 8,502 -1.07 1,057 2.33
2026-05-11 13F/A GFS Advisors, LLC 149,042 -1.60 18,527 1.79
2026-05-20 13F Hobbs Group Advisors, LLC 2,561 -1.23 318 2.25
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 9,998 -7.36 1,243 -4.17
2026-04-22 13F BluePrint Investing LLC 6,766 -10.93 841 -7.79
2026-05-06 13F Angeles Wealth Management, Llc 6,811 -6.93 847 -3.75
2026-04-03 13F Coastline Trust Co 15,124 -14.66 1,880 -11.70
2026-05-04 13F Modus Advisors, LLC 4,637 -3.76 576 -0.52
2026-05-01 13F Harwood Advisory Group, LLC 3,019 -6.53 375 -3.35
2026-05-01 13F Innovative Wealth Building LLC 22,094 -0.09 2,747 3.35
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 32,645 -1.02 4,458 12.49
2026-04-13 13F Professional Financial Advisors, LLC 5,721 -3.96 711 -0.56
2026-05-05 13F Three Seasons Wealth, LLC 7,317 -4.11 910 -0.87
2026-04-28 13F Hardy Reed LLC 132,377 -0.04 16,456 3.39
2026-01-16 13F Bestgate Wealth Advisors, LLC 0 -100.00 0
2026-05-15 13F Scopus Asset Management, L.p. Put 0 -100.00 0
2026-04-29 13F Global Strategic Investment Solutions, LLC 75,693 -17.61 9,409 -14.78
2026-05-14 13F Dorsey & Whitney Trust CO LLC 60,415 -6.18 7,510 -2.96
2026-05-07 13F Rice Partnership, LLC 468 -9.65 58 -6.45
2026-05-07 13F Palisades Hudson Asset Management, L.P. 95,738 -0.07 12 0.00
2026-04-30 13F Cedar Mountain Advisors, LLC 223,168 -1.00 27,742 2.41
2026-04-30 13F Colton Groome Financial Advisors, Llc 7,505 -1.37 933 1.97
2026-04-13 13F Market Street Wealth Management Advisors Llc 3,125 -3.64 388 -0.26
2026-05-08 13F Prime Capital Investment Advisors, LLC 134,524 -0.83 16,723 2.58
2026-05-15 13F Headinvest, Llc 228,909 -0.61 28,456 2.80
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 32,125 -0.07 3,993 3.37
2026-04-16 13F Diversified Trust Co 25,228 -14.12 3,136 -11.16
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 33,036 -7.65 4,107 -4.47
2026-04-09 13F Camelot Technology Advisors, Inc. 16,484 -6.23 2,049 -2.98
2026-04-15 13F Mogy Joel R Investment Counsel Inc 313 -50.94 39 -50.00
2026-04-23 13F Intrua Financial, LLC 18,149 -1.64 2,256 1.76
2026-05-13 13F Parkside Financial Bank & Trust 5,603 -14.86 697 -11.90
2026-05-05 13F BlueChip Wealth Advisors LLC 9,536 -2.10 1,185 1.28
2026-05-07 13F JSF Financial, LLC 14,627 -17.02 1,818 -14.16
2026-04-23 13F Spinnaker Trust 36,541 -1.60 4,542 1.79
2026-04-24 13F Medallion Wealth Advisors, LLC 4,140 -1.15 516 2.18
2026-04-14 13F Twelve Points Wealth Management LLC 6,622 -0.84 823 -2.49
2026-05-08 13F Wilkerson Advisory Group LLC 2,600 -0.42 323 3.19
2026-04-10 13F OMNI 360 Wealth, Inc. 11,779 -1.50 1,464 -3.75
2026-04-23 13F Davidson Kahn Capital Management, LLC 0 -100.00 0
2026-05-05 13F Fusion Family Wealth LLC 173,891 -0.49 21,616 2.93
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1,462,756 -40.22 182,916 -40.06
2026-05-15 13F Citadel Advisors Llc 0 -100.00 0 -100.00
2026-05-15 13F Tradition Wealth Management, LLC 22,682 -0.32 2,820 3.11
2026-04-27 13F Independent Solutions Wealth Management, LLC 44,164 -3.35 5,490 -0.02
2026-05-01 13F Mutual Advisors, LLC 34,170 -2.22 4,248 1.14
2026-04-17 13F Certified Advisory Corp 52,413 -2.42 6,516 0.93
2026-04-21 13F Meridian Financial, LLC 58,752 -5.58 7,303 -2.34
2026-05-07 13F Amara Financial, Llc. 36,027 -3.54 4,479 -0.22
2026-02-10 13F Garde Capital, Inc. Put 0 -100.00 0 -100.00
2026-04-13 13F Ullmann Financial Group, Inc. 18,777 -6.06 2,334 -0.85
2026-04-22 13F Pinnacle Bancorp, Inc. 20,890 -0.44 2,597 2.98
2026-05-14 13F Cito Capital Group, LLC 0 -100.00 0
2026-01-30 13F BancorpSouth Bank 15,824 -3.16 1,902 -2.06
2026-05-08 13F Roundview Capital LLC 9,264 -4.38 1,152 -1.12
2026-05-08 13F LaSalle St. Investment Advisors, LLC 32,952 -4.44 4,096 102,300.00
2026-04-15 13F Curran Financial Partners, LLC 1,652 -3.17 205 0.00
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 30,222 -0.94 3,757 2.45
2026-04-06 13F WASHINGTON TRUST Co 168,547 -0.12 20,952 3.32
2026-05-12 13F Stokes Family Office, LLC 4,038 -16.29 502 -13.30
2026-04-29 13F Bank Of Stockton 128,215 -13.95 15,938 -10.99
2026-04-08 13F David J Yvars Group 20,328 -0.21 2,527 3.19
2026-04-21 13F Creative Capital Management Investments LLC 1,275 -1.39 158 1.94
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 153,802 -13.62 19,119 -10.65
2026-04-30 13F Opus Capital Group, LLC 357,393 -0.29 44 2.33
2026-05-05 13F Leo Wealth, LLC 42,467 -1.47 5,279 1.93
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 7,992 -9.67 993 -6.59
2026-05-15 13F JT Stratford LLC 15,724 -14.61 1,955 -11.66
2026-05-12 13F Oakmont Advisory Group, LLC 1,844 -0.59 229 3.15
2026-04-09 13F DHJJ Financial Advisors, Ltd. 12,736 -0.51 1,583 2.93
2026-05-11 13F Insight Advisors, LLC/ PA 7,409 -6.37 921 -3.26
2026-05-15 13F Pingora Partners LLC 0 -100.00 0
2026-05-12 13F IFG Advisory, LLC 0 -100.00 0
2026-04-29 13F Sigma Investment Counselors Inc 556,913 -3.32 69,230 0.00
2026-04-21 13F Financial Planning Hawaii, Inc. 14,123 -6.24 1,756 -3.04
2026-04-13 13F Colorado Capital Management, Inc. 14,729 -2.30 2 0.00
2026-02-10 13F Blue Barn Wealth, LLC 0 -100.00 0
2026-04-17 13F Signal Advisors Wealth, LLC 1,666 -5.23 207 -1.90
2026-05-05 13F Keyvantage Wealth, Llc 5,572 -3.70 693 -0.43
2026-05-06 13F Crescent Grove Advisors, LLC 170,449 -1.09 21,188 2.30
2026-04-17 13F Kennebec Savings Bank 6,017 -3.80 748 -0.53
2026-04-17 13F BCS Wealth Management 2,374 -50.23 295 -48.52
2026-02-17 13F Vertex Planning Partners, LLC 0 -100.00 0
2026-05-08 13F Burke & Herbert Bank & Trust Co 37,170 -0.77 4,621 2.64
2026-05-27 13F Allen Capital Group, LLC 10,786 -3.39 1,341 -0.07
2026-04-21 13F Waterway Wealth Management, LLC 94,640 -6.46 10,198 -4.60
2026-04-30 13F Petix & Botte Co 690 -68.14 267 2.69
2026-04-02 13F Noble Wealth Management PBC 12,331 -0.18 1,533 3.23
2026-05-11 13F Clarendon Private LLC 5,352 -1.89 665 1.53
2026-04-22 13F Foundation Wealth Management, LLC\PA 16,812 -9.95 2,090 -6.87
2026-04-28 13F Kingswood Wealth Advisors, Llc 30,136 -0.01 3,746 3.42
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 7,935 -1.39 986 1.96
2026-04-22 13F Parcion Private Wealth LLC 1,870 -5.17 232 -1.69
2026-05-01 13F UNIVEST FINANCIAL Corp 21,508 -0.42 2,674 3.01
2026-05-06 13F FSA Advisors, Inc. 0 -100.00 0
2026-05-08 13F Pnc Financial Services Group, Inc. 7,569,528 -4.88 940,968 -1.61
2026-04-23 13F Alley Investment Management Company, LLC 70,268 -1.24 8,735 2.16
2026-05-11 13F Cadinha & Co Llc 11,300 -0.50 1,405 2.93
2026-04-09 13F McNamara Financial Services, Inc. 17,348 -2.61 2,157 0.75
2026-04-10 13F Sar Wealth Management Group, Llc 71,736 -0.03 8,918 3.40
2026-05-05 13F Bank of New York Mellon Corp 11,802,794 -2.10 1,467,205 1.26
2026-04-28 13F Whittier Trust Co 689,021 -0.89 86,892 0.22
2026-05-11 13F Becker Capital Management Inc 365,673 -14.04 45,457 -11.09
2026-05-07 13F Mason Street Advisors, Llc 0 -100.00 0
2026-04-28 13F Ntv Asset Management Llc 31,539 -0.26 3,921 3.16
2026-04-28 13F Integrated Advisors Network LLC 28,318 -53.61 3,520 -52.02
2026-04-09 13F Secure Asset Management, LLC 15,728 -17.49 1,955 -14.63
2026-05-15 13F Capstone Financial Advisors, Inc. 3,328 -4.61 414 -1.43
2026-04-16 13F Ballast Rock Private Wealth LLC 5,489 -0.27 682 3.18
2026-04-30 13F Waterfront Wealth Inc. 1,919 -0.78 239 -4.03
2026-05-06 13F Diversified Portfolios, Inc. 26,279 -6.99 3,267 -3.80
2026-02-17 13F Parallax Volatility Advisers, L.P. 0 -100.00 0
2026-04-29 13F Credit Industriel Et Commercial Put 0 -100.00 0
2026-02-17 13F Parallax Volatility Advisers, L.P. Put 0 -100.00 0
2026-02-12 13F Cloud Capital Management, LLC 0 -100.00 0
2026-04-29 13F Credit Industriel Et Commercial 0 -100.00 0
2026-05-07 13F Paradigm, Strategies in Wealth Management, LLC 130,575 -6.62 16,232 -3.41
2026-04-29 13F Solidarilty Wealth, LLC 1,894 -4.05 235 -0.84
2026-04-17 13F BAM Wealth Management, LLC 0 -100.00 0
2026-04-21 13F Paradigm Financial Partners, Llc 6,500 -16.70 808 -13.77
2026-04-22 13F Investment Advisory Group, LLC 114,573 -3.77 14,243 -0.46
2026-05-11 13F CacheTech Inc. 5,712 -0.04 710 3.50
2026-05-14 13F Evergreen Capital Management Llc 165,270 -3.05 20,545 0.29
2026-05-15 13F Round Rock Advisors, LLC 238,982 -1.10 29,708 2.29
2026-04-10 13F RTD Financial Advisors, Inc. 281,518 -1.26 34,995 2.14
2026-05-11 13F Integrity Alliance, Llc. 9,172 -23.46 1,140 -20.83
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100.00 0
2026-04-30 13F Roman Butler Fullerton & Co 14,698 -3.37 1,908 -3.78
2026-05-15 13F Advisory Services Network, LLC 306,945 -0.29 38,156 3.14
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 1,946 -3.09 242 0.00
2026-04-24 13F Vision Capital Management, Inc. 363,977 -11.16 45,246 -8.11
2026-04-27 13F Td Private Client Wealth Llc 102,851 -11.95 12,785 -8.93
2026-04-28 13F Indiana Trust & Investment Management CO 6,180 -3.35 768 0.00
2026-04-28 13F Canvas Wealth Advisors, LLC 91,276 -2.27 11,347 1.10
2026-04-08 13F Evanson Asset Management, LLC 20,718 -0.63 2,575 2.79
2026-04-01 13F Adelphi Trust Co 2,779 -19.54 345 -16.87
2026-04-27 13F Nixon Peabody Trust Co 9,742 -53.71 1,211 -52.12
2026-05-12 13F Channel Wealth Llc 2,117 -3.24 263 0.38
2026-05-06 13F Heritage Wealth Management, Inc./Texas 18,372 -12.91 2,284 -9.94
2026-04-29 13F Koa Wealth Management, LLC 1,900 -4.33 236 -0.84
2026-04-27 13F Altus Wealth Group LLC 3,749 -0.05 466 3.56
2026-05-14 13F Beaird Harris Wealth Management, LLC 1,258 -4.55 156 -1.27
2026-04-22 13F Gerber, Llc 2,593 -5.36 322 -2.13
2026-04-27 13F Meramec Financial Planners, LLC 3,143 -12.50 428 -9.73
2026-04-14 13F Grant Private Wealth Management Inc 4,340 -7.62 540 -4.43
2026-04-13 13F St Germain D J Co Inc 34,812 -0.11 4,327 3.32
2026-05-07 13F Principle Wealth Partners Llc 12,565 -2.09 1,562 1.23
2026-05-14 13F Zacks Investment Management 23,606 -3.87 2,935 -0.58
2026-02-11 13F Group One Trading, L.p. 0 -100.00 0
2026-04-21 13F Encompass Wealth Advisors, Llc 148,244 -0.14 18,428 3.30
2026-05-04 13F Savant Capital, LLC 220,178 -6.59 27,370 -3.38
2026-04-21 13F Pinnacle Associates Ltd 237,785 -9.30 29,559 -6.18
2026-05-14 13F Vivaldi Capital Management, LLC 11,832 -0.68 1,471 2.73
2026-04-21 13F Nemes Rush Group LLC 4,783 -2.69 595 0.68
2026-05-14 13F O'ROURKE & COMPANY, Inc 2,468 -5.30 307 -2.24
2026-04-15 13F Verum Partners LLC 183,973 -13.92 22,870 -10.96
2026-05-04 13F Objective Capital Management, LLC 7,693 -4.78 956 -1.44
2026-04-24 13F EJMK Ventures LLC 3,973 -18.10 494 -15.29
2026-05-21 13F Verus Capital Partners, Llc 38,936 -9.36 4,840 -6.24
2026-04-24 13F ERn Financial, LLC 41,393 -8.00 5,146 -4.85
2026-04-13 13F John W. Brooker & Co., CPAs 20,086 -21.43 2,497 -18.75
2026-05-15 13F Van Den Berg Management I, Inc 26 -86.60 3 -86.96
2026-01-20 13F Maryland Capital Advisors Inc. 1,964 -0.81 236 0.43
2026-04-17 13F Cora Capital Advisors Llc 15,647 -3.12 1,945 0.26
2026-05-01 13F Strategic Financial Partners, Ltd. 52,615 -24.07 6,541 -21.46
2026-04-08 13F Stonebridge Financial Group, LLC 1,650 -70.51 205 -69.49
2026-05-13 13F Choate Investment Advisors 15,504 -2.25 1,927 1.10
2026-04-22 13F Midwest Financial Group LLC 30,187 -1.35 3,753 2.04
2026-02-02 13F Estate Counselors, LLC 0 -100.00 0
2026-05-08 13F Evolution Wealth Advisors, LLC 7,694 -7.75 956 -4.59
2026-05-19 13F McIlrath & Eck, LLC 5,596 -0.80 696 2.66
2026-05-15 13F State Street Corp 795,423 -22.15 98,879 -19.48
2026-05-07 13F 360 Financial, Inc. 0 -100.00 0 -100.00
2026-06-02 13F/A Parallel Advisors, LLC 0 -100.00 0 -100.00
2026-05-06 13F Nelson Capital Management, LLC 0 -100.00 0 -100.00
2026-05-15 13F London & Capital Asset Management Ltd 2,586 -19.61 321 -16.84
2026-05-05 13F Prairieview Wealth Partners, Llc 11,505 -2.32 1,430 1.06
2026-04-23 13F Global Trust Asset Management, LLC 1,254 -37.08 156 -35.15
2026-05-06 13F ProVise Management Group, LLC 129,676 -0.88 16,120 2.53
2026-05-13 13F Arvest Bank Trust Division 73,187 -0.56 9,098 2.86
2026-04-10 13F Waldron Private Wealth LLC 34,201 -2.84 4,252 0.50
2026-05-13 13F Park Square Financial Group, LLC 121 -79.25 15 -77.61
2026-05-07 13F MidAtlantic Capital Management, Inc. 44,716 -0.06 5,559 3.37
2026-05-12 13F Ally Financial Inc. 80,000 -87.52 9,945 -87.09
2026-04-15 13F ARS Wealth Advisors Group, LLC 2,633 -12.99 327 -9.92
2026-04-17 13F Vermillion Wealth Management, Inc. 2,724 -1.52 339 1.81
2026-04-10 13F DKM Wealth Management, Inc. 3,415 -8.45 425 -5.36
2026-02-10 13F Select Asset Management & Trust 0 -100.00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 1,325,549 -0.04 164,779 3.68
2026-04-23 13F Caliber Wealth Management, LLC / KS 151,331 -1.18 18,812 2.22
2026-04-27 13F PFG Investments, LLC 16,541 -6.27 2,056 -3.02
2026-04-20 13F First Bancorp, Inc /ME/ 7,486 -4.10 931 -0.85
2026-05-01 13F Summit Place Financial Advisors, LLC 34,286 -2.97 4,262 0.38
2026-04-16 13F Hicks Capital Management Llc 24,525 -0.43 3,049 2.97
2026-04-23 13F Embree Financial Group 73,923 -2.17 9,189 1.19
2026-04-24 13F National Asset Management, Inc. 34,410 -7.42 4,159 -6.87
2026-04-20 13F Compass Wealth Management LLC 14,524 -5.65 1,805 -2.38
2026-04-07 13F Cooper Financial Group 6,611 -1.08 822 2.24
2026-05-11 13F Savvy Advisors, Inc. 49,619 -1.48 6,168 1.90
2026-05-14 13F Neuberger Berman Group LLC 19,781 -38.82 2,459 -36.72
2026-05-05 13F Beaumont Financial Advisors, LLC 28,434 -9.36 3,535 -6.24
2026-04-22 13F TruNorth Capital Management, LLC 21,043 -1.02 2,616 2.35
2026-04-20 13F Morton Brown Family Wealth, LLC 636 -1.40 79 2.60
2026-04-30 13F Selective Wealth Management, Inc. 1,543 -3.68 208 0.49
2026-04-23 13F Equita Financial Network, Inc. 3,250 -53.05 404 -51.50
2026-05-04 13F Checchi Capital Advisers, LLC 3,016 -2.49 375 0.81
2026-04-28 13F Appleton Partners Inc/ma 4,071 -0.42 1
2026-05-11 13F Per Stirling Capital Management, LLC. 38,184 -46.35 4,747 -44.50
2026-04-02 13F Hilltop National Bank 16,174 -5.45 2,011 -2.19
2026-04-24 13F Smithbridge Asset Management Inc/de 68,127 -46.57 8,469 -44.74
2026-04-21 13F Laurel Oak Wealth Management, Llc 26,405 -7.88 3,282 -4.70
2026-04-27 13F River's Edge Wealth Management, Llc 1,818 -3.55 248 0.41
2026-04-29 13F Presper Financial Architects, LLC 38,359 -63.82 4,768 -62.58
2026-04-17 13F Wealth Management Partners, LLC 21,828 -0.71 2,713 2.69
2026-05-15 13F Transamerica Financial Advisors, Inc. 132,068 -9.23 16,417 -6.11
2026-02-17 13F Cetera Investment Advisers Call 0 -100.00 0
2026-05-07 13F Liberty Square Wealth Partners Llc 10,099 -0.28 1,255 3.12
2026-04-13 13F Arkansas Financial Group, Inc. 48,300 -1.11 6,271 6.83
2026-04-30 13F Equitable Trust Co 75,993 -4.30 9,447 -1.02
2026-05-15 13F Smartleaf Asset Management LLC 18,729 -10.38 2,264 -11.01
2026-04-27 13F Sierra Ocean, Llc 1,733 -5.87 215 -2.71
2026-04-01 13F Vigilare Wealth Management 4,625 -85.07 575 -84.58
2026-04-22 13F LifeSteps Financial, Inc. 3,755 -1.73 467 1.53
2026-02-12 13F Logan Capital Management Inc 0 -100.00 0 -100.00
2026-05-06 13F Hartland & Co., LLC 491,344 -0.01 61,079 3.43
2026-04-14 13F BSW Wealth Partners 4,228 -6.25 526 -3.14
2026-05-01 13F Legacy Financial Strategies, LLC 40,794 -14.08 5,071 -11.11
2026-05-15 13F Pursuit Wealth Strategies, Llc 8,936 -3.09 1,111 0.18
2026-04-17 13F Stonehearth Capital Management, LLC 0 -100.00 0
2026-05-13 13F First Citizens Bank & Trust Co 74,478 -4.95 9,258 -1.68
2026-05-07 13F Key Capital Management, INC 239 -37.76 30 -36.96
2026-04-07 13F CoreCap Advisors, LLC 125,864 -26.19 15,646 -23.65
2026-04-15 13F City Holding Co 50,681 -1.14 6,300 2.27
2026-04-23 13F Cornerstone Wealth Management, LLC 25,887 -0.32 3,218 3.11
2026-05-12 13F Tiaa Trust, National Association 71,454 -84.19 8,882 -83.65
2026-04-16 13F BridgePort Financial Solutions, LLC 21,623 -4.26 2,688 -0.99
2026-04-24 13F RKL Wealth Management LLC 382,199 -7.16 47,511 -3.97
2026-05-18 13F Graney & King, LLC 102 -64.58 13 -64.71
2026-05-07 13F REDW Wealth LLC 2,240 -1.58 278 1.83
2026-05-11 13F F/M Investments LLC 59,455 -17.46 7,391 -14.63
2026-04-28 13F Strata Wealth Advisors, LLC 2,525 -1.90 314 1.29
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 156,148 -0.99 19,411 2.41
2026-04-09 13F Veracity Capital LLC 3,830 -3.94 476 -0.63
2026-05-15 13F Private Capital Management, LLC 4,580 -7.40 569 -4.21
2026-04-14 13F Davies Financial Advisors, Inc. 0 -100.00 0
2026-05-15 13F/A Tudor Financial Inc. 11,344 -0.82 1,410 2.62
2026-05-14 13F Potomac Fund Management Inc /adv 2,207 -16.87 274 -14.11
2026-01-29 13F UBS Group AG Call 0 -100.00 0 -100.00
2026-04-10 13F Novem Group 20,579 -0.39 2,558 3.06
2026-05-06 13F Ascent Wealth Partners, LLC 1,666 -11.48 207 -8.41
2026-04-21 13F Delta Wealth Advisors LLC 30,069 -4.86 3,738 -1.61
2026-05-14 13F Quattro Advisors LLC 0 -100.00 0
2026-04-28 13F Townsend Financial Planning, LLC 57,994 -0.03 7,209 3.40
2026-05-01 13F Kraft, Davis & Associates, LLC 1,839 -15.41 252 -8.03
2026-04-14 13F Arvest Investments, Inc. 21,186 -3.10 2,634 0.23
2026-05-06 13F Gryphon Financial Partners LLC 27,451 -4.93 3,412 -1.67
2026-04-23 13F Etesian Wealth Advisors, Inc. 44,717 -6.58 5,559 -3.37
2026-05-08 13F Tfo-tdc, Llc 92,387 -0.16 11,485 3.27
2026-04-21 13F Old National Bancorp /in/ 83,082 -5.94 10,328 -2.71
2026-02-13 13F Integrity Financial Corp /WA 0 -100.00 0
2026-05-04 13F Evernest Financial Advisors, LLC 48,256 -24.75 6,590 -22.14
2026-01-28 13F Clarity Financial LLC 0 -100.00 0
2026-05-05 13F Tortoise Investment Management, LLC 99,019 -0.28 12,309 3.15
2026-04-29 13F WealthPLAN Partners, LLC 0 -100.00 0
2026-02-24 13F Astoria Portfolio Advisors LLC. 0 -100.00 0
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 101,288 -0.57 12,591 0.20
2026-04-15 13F Sage Capital Management, LLC 3,028 -9.21 377 -6.00
2026-04-17 13F Legacy Wealth Partners, LLC 5,693 -5.09 708 -1.81
2026-02-17 13F J. Goldman & Co LP Put 0 -100.00 0
2026-05-01 13F Citizens Financial Group Inc/ri 220,344 -5.21 27,391 -1.95
2026-05-04 13F Geneos Wealth Management Inc. 55,697 -27.66 6,924 -25.18
2026-04-29 13F Clear Point Advisors Inc. 0 -100.00 0
2026-05-14 13F Evoke Wealth, Llc 18,349 -1.76 2,281 1.65
2026-04-22 13F Coastal Investment Advisors, Inc. 2,959 -3.52 368 -0.27
2026-04-27 13F Forte Asset Management Llc 28,501 -4.04 3,543 -0.76
2026-04-20 13F Live Oak Private Wealth LLC 4,928 -0.10 613 3.38
2026-05-13 13F Keystone Wealth Services, LLC 3,947 -4.27 491 -1.01
2026-05-14 13F Greenline Wealth Management LLC 0 -100.00 0
2026-04-14 13F American State Bank (Iowa) 12,791 -7.28 1,590 -4.10
2026-04-20 13F LS Investment Advisors, LLC 0 -100.00 0
2026-05-01 13F Sachetta, LLC 2,058 -5.55 256 -2.30
2026-05-12 13F Fiera Capital Corp 177,931 -27.65 22,119 -25.17
2026-05-01 13F Compass Financial Services Inc 0 -100.00 0
2026-05-06 13F Morling Financial Advisors, LLC 683 -37.22 85 -35.38
2026-04-20 13F Foster Victor Wealth Advisors, LLC 12,685 -1.21 1,680 1.70
2026-04-16 13F Financial Management Network Inc 188,570 -1.78 24,655 5.81
2026-04-29 13F Cary Street Partner Investment Advisory Llc 11,674 -2.76 1,451 0.62
2026-05-12 13F Argentarii, LLC 13,011 -5.41 1,617 -2.18
2026-04-28 13F Atticus Wealth Management, Llc 25,731 -3.72 3,199 -0.40
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 101,258 -0.94 12,587 2.47
2026-04-09 13F Shulman DeMeo Asset Management LLC 86,765 -1.32 10,786 2.06
2026-05-07 13F Mullooly Asset Management, Inc. 151,182 -2.23 18,793 1.13
2026-04-14 13F Southland Equity Partners LLC 2,531 -3.47 315 -0.32
2026-05-08 13F SHP Wealth Management 9,037 -10.10 1,123 -7.04
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 21,371 -7.64 2,657 -4.46
2026-04-14 13F Focus Financial Network, Inc. 33,014 -6.11 4,104 -2.89
2026-01-13 13F CPA Asset Management LLC 0 -100.00 0
2026-05-06 13F Modera Wealth Management, LLC 1,408,253 -0.15 175,060 3.28
2026-04-27 13F FF Advisors,LLC 2,682 -0.37 364 12.38
2026-05-05 13F Gilbert & Cook, Inc. 11,286 -0.16 1,403 3.24
2026-05-11 13F Sage Mountain Advisors LLC 33,485 -0.12 4,163 3.33
2026-04-08 13F Grove Bank & Trust 276,664 -0.03 34,392 3.40
2026-05-07 13F Bucket List Wealth Management, LLC 11,052 -20.61 1,374 -17.93
2026-04-17 13F Willner & Heller, Llc 3,460 -0.55 430 2.87
2026-04-13 13F Woodside Wealth Management LLC 22,410 -4.07 2,786 -0.78
2026-04-20 13F Ronald Blue Trust, Inc. 14,019 -21.67 1,743 -19.01
2026-05-04 13F Greenspring Advisors, LLC 5,609 -1.28 697 2.20
2026-05-07 13F Midland Wealth Advisors Llc 12,651 -5.22 1,573 -2.00
2026-04-30 13F Costello Asset Management, INC 5,339 -0.63 664 2.79
2026-04-22 13F Capital Investment Management, Inc. 2,369 -8.78 294 -5.77
2026-04-28 13F BLB&B Advisors, LLC 465,761 -3.00 57,899 0.33
2026-04-29 13F Tilson Financial Group, Inc. 27,027 -1.16 3,360 2.22
2026-05-05 13F Peninsula Asset Management Inc 102,482 -2.55 12,740 0.80
2026-05-05 13F Signet Financial Management, Llc 12,937 -3.22 1,608 0.12
2026-04-20 13F Segment Wealth Management, LLC 2,680 -5.63 333 -2.35
2026-04-09 13F CRA Financial Services, LLC 20,592 -5.97 2,560 -2.74
2026-05-15 13F Navis Wealth Advisors, LLC 1,990 -10.52 247 -7.49
2026-04-10 13F Charles Schwab Trust Co 10,169 -12.37 1,264 -9.33
2026-04-21 13F Kingsman Wealth Management, Inc. 2,897 -4.04 360 -0.55
2026-02-06 13F L.K. Benson & Company, P.C. 0 -100.00 0
2026-05-11 13F Legacy Edge Advisors, LLC 3,133 -0.95 389 2.37
2026-05-07 13F EPG Wealth Management LLC 4,158 -1.93 517 1.38
2026-03-31 13F Sankala Group LLC 776 -9.87 95 -14.41
2026-04-27 13F Soltis Investment Advisors LLC 70,793 -2.70 8,800 0.64
2026-04-24 13F Prospect Financial Services LLC 7,962 -5.91 990 -2.66
2026-04-30 13F Texas Bank & Trust Co 8,681 -2.02 1,079 1.41
2026-04-14 13F Clean Yield Group 0 -100.00 0
2026-04-08 13F Doliver Advisors, Lp 4,477 -0.44 557 2.96
2026-02-04 13F Pandora Wealth, Inc. 2,266 -0.87 272 0.37
2026-04-22 13F Bay Capital Advisors, LLC 32,734 -2.01 4,069 1.37
2026-05-15 13F Balyasny Asset Management Llc 102,769 -33.29 12,775 -31.00
2026-04-27 13F Transcendent Capital Group LLC 37,272 -3.78 4,633 -0.47
2026-05-07 13F Argyle Capital Partners, LLC 20,854 -3.41 2,592 -0.08
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 20,681 -0.75 2,571 2.64
2026-05-07 13F JMG Financial Group, Ltd. 27,294 -0.39 3,393 3.01
2026-05-12 13F Thoroughbred Financial Services, Llc 20,721 -1.30 3 0.00
2026-05-11 13F Umb Bank N A/mo 548,310 -4.69 68,160 -1.42
2026-04-22 13F Formidable Asset Management, LLC 8,415 -0.02 1,011 1.10
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100.00 0 -100.00
2026-01-29 13F Almanack Investment Partners, LLC. 0 -100.00 0
2026-05-01 13F 180 Wealth Advisors, Llc 7,763 -14.96 965 -12.12
2026-03-05 13F/A Banco Santander, S.A. 0 -100.00 0
2026-05-13 13F Adviser Investments LLC 120,283 -24.40 14,952 -21.80
2026-05-08 13F Resources Investment Advisors, LLC. 110,304 -9.27 13,712 -6.16
2026-04-08 13F Woodstock Corp 3,448 -62.70 429 -61.48
2026-05-15 13F Wealth Watch Advisors, INC 0 -100.00 0
2026-04-24 13F Syntax Research, Inc. 32,346 -0.94 4,021 2.45
2026-04-28 13F Compton Financial Group, LLC 9,072 -15.18 1,128 -12.30
2026-02-17 13F Imprint Wealth LLC 0 -100.00 0
2026-04-24 13F Bedminster, LLC 10,626 -3.79 1,321 -0.53
2026-05-11 13F Hansen & Associates Financial Group, Inc. 2,754 -79.24 345 -80.30
2026-04-20 13F Penobscot Wealth Management 2,991 -0.73 372 2.49
2026-05-06 13F Vista Capital Partners, Inc. 9,150 -4.34 1,137 -1.04
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100.00 0
2026-05-15 13F NorthRock Partners, LLC 274,803 -1.00 34,161 2.41
2026-04-17 13F Richards, Merrill & Peterson, Inc. 11,428 -1.16 1,421 2.23
2026-04-10 13F Financial Partners Group, Inc 12,288 -2.38 1,528 -4.50
2026-05-14 13F Mcrae Capital Management Inc 2,845 -23.69 354 -21.21
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 10,014 -20.49 1,245 -17.78
2026-05-06 13F Precision Wealth Strategies, LLC 24,935 -14.65 3,100 -11.73
2026-05-15 13F Bayesian Capital Management, LP 0 -100.00 0
2026-04-06 13F Washington Trust Advisors, Inc. 5,972 -1.37 742 2.06
2026-05-15 13F Cresset Asset Management, LLC Put 0 -100.00 0 -100.00
2026-04-08 13F Selby Wealth Management, LLC 73,224 -0.93 9,102 2.48
2026-05-11 13F CFO4Life Group, LLC 88,204 -5.40 10,965 -2.15
2026-04-22 13F Apollon Wealth Management, LLC 169,269 -2.68 21,042 0.67
2026-05-14 13F Capital Fund Management S.a. Call 0 -100.00 0
2026-05-12 13F Great Diamond Partners, LLC 15,666 -8.73 1,947 -5.58
2026-04-22 13F Keenan, LLC 15,073 -31.60 1,868 -29.49
2026-05-01 13F FDx Advisors, Inc. 48,990 -39.96 6 -33.33
2026-05-12 13F Tme Financial, Inc. 1,732 -0.06 215 3.37
2026-05-15 13F Larson Financial Group LLC 5,598 -18.52 696 -15.76
2026-05-12 13F Blue Line Capital, LLC / IL 16,289 -27.53 2,025 -25.06
2026-04-20 13F SILVER OAK SECURITIES, Inc 31,594 -16.39 3,927 -14.59
2026-04-17 13F Bell Investment Advisors, Inc 59,199 -3.43 7,359 -0.11
2026-01-28 13F Evergreen Private Wealth LLC 0 -100.00 0
2026-04-29 13F Patron Partners Advisors, Llc 1,767 -13.64 220 -10.61
2026-05-01 13F Avion Wealth 13,728 -1.26 2 0.00
2026-04-23 13F Ellenbecker Investment Group 67,719 -0.40 8,418 3.02
2026-04-20 13F Corundum Group, Inc. 7,334 -3.25 912 0.11
2026-05-14 13F EP Wealth Advisors, Inc. 323,464 -2.59 40,210 0.76
2026-05-11 13F Fiduciary Group LLC 83,638 -3.32 10,397 0.01
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 4,884 -37.23 1
2026-04-24 13F Yousif Capital Management, Llc 152,835 -18.67 18,999 -20.28
2026-04-27 13F Tsfg, Llc 4,628 -9.47 1
2026-02-13 13F/A Alberta Investment Management Corp 0 -100.00 0
2026-01-27 13F Antonelli Financial Advisors, LLC 0 -100.00 0
2026-04-23 13F Tarbox Family Office, Inc. 78,839 -1.31 9,800 2.07
2026-05-01 13F SoundView Advisors Inc. 89,085 -1.80 11 10.00
2026-04-06 13F Highline Wealth Partners Llc 526 -24.32 65 -21.69
2026-04-10 13F Perigon Wealth Management, LLC 188,732 -3.75 23,461 -0.44
2026-05-12 13F Red Reef Advisors Llc 822 -23.46 102 -20.93
2026-04-29 13F Sageworth Trust Co of South Dakota 8,103 -1.22 1,007 2.23
2026-01-16 13F Tempus Wealth Planning, LLC 0 -100.00 0
2026-04-21 13F Columbus Macro, LLC 47,682 -0.05 5,927 3.38
2026-04-16 13F Phillips Financial Management, Llc 28,818 -23.34 3,582 -20.72
2026-05-12 13F Ameritas Advisory Services, LLC 70,070 -5.49 8,710 -2.24
2026-02-11 13F Janney Capital Management LLC 5,794 -0.50 1
2026-04-16 13F Waystone Advisors Llc 0 -100.00 0
2026-04-20 13F Parkway Wealth Management Group, LLC 195,758 -8.95 25,595 -0.95
2026-04-21 13F GFG Capital, LLC 2,293 -5.44 285 -2.06
2026-05-12 13F M&t Bank Corp 886,442 -9.89 110,194 -6.79
2026-04-09 13F Baron Financial Group, LLC 30,683 -3.08 3,814 0.26
2026-04-15 13F Eaton Financial Holdings Company, LLC 8,079 -12.76 1,004 -9.71
2026-05-15 13F Fiduciary Trust Co 425,621 -3.31 52,909 0.01
2026-04-29 13F Armor Investment Advisors, LLC 92 -70.23 11 -70.27
2026-04-14 13F LifePlan Financial, LLC 1,766 -5.71 220 -2.67
2026-05-14 13F Trustmark National Bank Trust Department 28,713 -4.79 3,569 -1.52
2026-02-04 13F Purkiss Capital Advisors LLC 0 -100.00 0
2026-04-14 13F FC Advisory LLC 4,295 -2.14 534 1.14
2026-04-13 13F Enclave Advisors LLC 41,519 -24.04 5,161 -21.43
2026-05-15 13F Hancock Whitney Corp 249,372 -4.54 33,808 7.69
2026-05-07 13F Washington Trust Bank 3,138 -5.37 390 -2.01
2026-04-16 13F Lifelong Wealth Advisors, Inc. 2,422 -5.65 301 -2.27
2026-05-21 13F BankChampaign, National Association 208 -17.46 26 257.14
2026-04-22 13F Integrated Wealth Management 1,991 -27.97 248 -25.60
2026-01-21 13F Lockerman Financial Group, Inc. 0 -100.00 0
2026-04-21 13F SWS Partners 13,112 -9.76 1,630 -6.70
2026-05-11 13F Shoker Investment Counsel, Inc. 327,648 -1.02 40,730 2.38
2026-04-21 13F Strategic Equity Management 0 -100.00 0
2026-05-01 13F Kassira Wealth Management LLC 14,081 -24.04 1,750 -21.42
2026-05-15 13F DV Trading LLC 0 -100.00 0
2026-05-15 13F Cerity Partners LLC 3,575,908 -2.26 444,527 1.10
2026-04-28 13F LVZ Advisors, Inc. 6,112 -13.56 760 -10.60
2026-05-06 13F Mechanics Financial Corp 38,831 -5.80 4,827 -2.56
2026-01-05 13F Chesapeake Asset Management Llc 0 -100.00 0 -100.00
2026-05-14 13F Aft, Forsyth & Company, Inc. 28,310 -0.59 3,519 2.83
2026-04-22 13F Ifrah Financial Services, Inc. 2,166 -11.92 269 -8.81
2026-04-15 13F Register Financial Advisors LLC 1,089 -0.09 135 3.85
2026-05-14 13F Cwm, Llc 160,957 -3.57 20,009 99,940.00
2026-04-20 13F Ritholtz Wealth Management 132,942 -6.08 16,526 -2.85
2026-04-24 13F FRG Family Wealth Advisors LLC 16,527 -4.34 2,054 -1.06
2026-05-15 13F Df Dent & Co Inc 0 -100.00 0
2026-05-27 13F Capasso Planning Partners LLC 6,653 -0.51 827 2.99
2026-04-21 13F Wedbush Securities Inc 36,514 -5.06 5 0.00
2026-05-13 13F Pitcairn Wealth Advisors LLC 7,797 -0.01 937 0.00
2026-01-29 13F Kickstand Ventures, Llc. 0 -100.00 0
2026-05-08 13F Mitsubishi UFJ Asset Management (UK) Ltd. 36,000 -2.70 4 0.00
2026-04-16 13F Capital Investment Advisors, LLC 278,695 -1.33 34,645 2.07
2026-05-13 13F Federation des caisses Desjardins du Quebec 83,128 -16.62 10,334 -13.76
2026-05-14 13F Manhattan West Asset Management, LLC 10,143 -0.25 1,261 3.11
2026-04-29 13F Garde Capital, Inc. 50,147 -21.00 6,234 -18.29
2026-04-22 13F SC&H Financial Advisors, Inc. 7,027 -0.06 874 3.31
2026-05-08 13F Darden Wealth Group Inc 12,991 -1.06 1,615 2.35
2026-05-04 13F IFC Advisors LLC 8,979 -12.65 1,116 -9.64
2026-05-05 13F Mjp Associates Inc /adv 2,415 -5.00 300 -1.64
2026-05-13 13F ETF Portfolio Partners, Inc. 24,642 -5.10 3,063 -1.83
2026-04-29 13F Resonant Capital Advisors, LLC 227,285 -17.29 28,254 -14.44
2026-05-13 13F WealthCollab, LLC 502 -20.70 62 -18.42
2026-04-28 13F/A First Citizens Asset Management, Inc. 0 -100.00 0 -100.00
2026-04-21 13F Buttonwood Financial Advisors Inc. 2,943 -5.16 366 -1.88
2026-04-21 13F Claro Advisors LLC 7,330 -0.07 911 3.41
2026-05-06 13F Main Street Group, LTD 5,653 -2.42 703 0.86
2026-04-16 13F Roble, Belko & Company, Inc 3,651 -34.16 0
2026-04-14 13F Arnold Financial Planning LLC 4,654 -12.40 579 -9.40
2026-04-21 13F Sage Financial Management Group, Inc. 18,159 -0.35 2,257 3.11
2026-04-21 13F Old Second National Bank Of Aurora 923 -13.90 115 -10.94
2026-04-20 13F Tanager Wealth Management LLP 2,651 -8.21 330 -5.19
2026-05-01 13F New Republic Capital, LLC 11,294 -2.95 1,404 0.36
2026-01-29 13F Live Oak Investment Partners 0 -100.00 0 -100.00
2026-04-27 13F CWS Financial Advisors, LLC 145,841 -14.39 18,130 -11.44
2026-05-08 13F Capital Developers, LLC 7,692 -0.13 956 3.35
2026-04-13 13F Whalen Wealth Management Inc. 1,708 -4.74 212 -1.40
2026-04-15 13F Northbridge Financial Group, Llc 3,638 -11.09 480 -2.44
2026-05-05 13F Newbridge Financial Services Group, Inc. 536 -2.37 67 1.54
2026-05-14 13F Regal Investment Advisors LLC 122,203 -0.00 15,191 3.44
2026-04-22 13F Asset Allocation Strategies LLC 73,631 -0.37 9,153 3.06
2026-04-16 13F Johnson Bixby & Associates, LLC 2,904 -7.10 361 -3.73
2026-04-08 13F Orrstown Financial Services Inc 0 -100.00 0
2026-05-13 13F Tandem Investment Partners LLC 8,205 -4.98 1,020 -1.74
2026-04-14 13F Wealthcare Advisory Partners LLC 145,636 -23.27 18,104 -20.63
2026-05-08 13F Marvin & Palmer Associates Inc 0 -100.00 0
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 7,088 -8.72 881 -5.57
2026-05-12 13F GGM Financials LLC 5,470 -0.71 680 2.57
2026-05-14 13F Trustees of Dartmouth College 136,011 -22.10 16,908 -19.43
2026-04-10 13F Harbor Group, Inc. 164,269 -4.90 20,420 -1.63
2026-04-23 13F Ironwood Wealth Management, LLC. 88,248 -1.04 10,970 2.37
2026-05-15 13F Pin Oak Investment Advisors Inc 662 -27.41 0
2026-04-07 13F Bath Savings Trust Co 3,283 -3.07 408 0.25
2026-05-07 13F Human Investing LLC 150,869 -10.21 18,755 -7.13
2026-01-06 13F Ehrlich Financial Group 0 -100.00 0 -100.00
2026-04-09 13F Allodium Investment Consultants, LLC 2,377 -6.23 295 -2.96
2026-04-15 13F Planning Directions Inc 37,635 -36.89 4,678 -34.73
2026-04-24 13F Key FInancial Inc 6,254 -1.67 777 1.70
2026-05-04 13F Milestones Private Investment Advisors LLC 0 -100.00 0
2026-04-21 13F Maseco Llp 4,758 -9.04 591 -5.89
2026-04-08 13F Pines Wealth Management, LLC 20,093 -9.20 2,498 -6.09
2026-04-23 13F Simmons Bank 189,522 -0.97 23,559 2.43
2026-04-16 13F XML Financial, LLC 84,337 -32.07 10,484 -29.74
2026-05-15 13F Manufacturers Life Insurance Company, The 0 -100.00 0
2026-04-15 13F Exchange Traded Concepts, Llc 101,221 -14.27 12,583 -11.33
2026-05-06 13F Deutsche Bank Ag\ 334 -27.55 42 -25.45
2026-04-14 13F Prospera Financial Services Inc 59,697 -8.58 7,426 -5.43
2026-05-11 13F Ashton Thomas Private Wealth, LLC 246,161 -11.94 30,600 -8.92
2026-04-07 13F Legacy Private Trust Co. 54,909 -2.72 6,826 0.62
2026-05-07 13F Sagespring Wealth Partners, Llc 121,225 -11.65 15,069 -8.62
2026-05-08 13F Align Financial, LLC 1,564 -99.17 194 3.74
2026-05-12 13F Strategic Wealth Partners, Ltd. 6,272 -1.26 780 2.10
2026-05-13 13F Richard W. Paul & Associates, LLC 69,236 -38.01 8,607 -35.89
2026-05-11 13F White Pine Capital Llc 6,246 -0.13 776 3.33
2026-05-14 13F Cambria Investment Management, L.P. 5,800 -23.20 721 -20.62
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 38,201 -1.08 4,749 2.31
2026-04-20 13F Dagco, Inc. 3,241 -4.40 403 -1.23
2026-05-05 13F Mandatum Life Insurance Co Ltd 0 -100.00 0
2026-04-24 13F Petros Family Wealth, LLC 3,834 -27.66 477 -25.16
2026-05-05 13F Sherman Asset Management, Inc. 68,564 -0.51 8,523 2.91
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 3,352 -1.32 417 1.96
2026-05-06 13F Sterling Financial Planning, Inc. 11,126 -0.94 1,383 2.52
2026-05-15 13F Empowered Funds, LLC 114,873 -5.60 14,280 -2.36
2026-05-15 13F/A Arrowroot Family Office, LLC 36,791 -2.04 4,573 1.33
2026-04-15 13F LongView Wealth Management 1,898 -4.19 251 0.40
2026-05-08 13F STAR Financial Bank 42,455 -6.86 5,278 -3.67
2026-04-29 13F W Advisors, Llc 5,334 -0.15 663 3.27
2026-04-22 13F Madison Park Capital Advisors, LLC 37,789 -0.00 4,698 3.44
2026-04-30 13F Walled Lake Planning & Wealth Management, Llc 1,867 -1.79 232 1.75
2026-04-28 13F Pennsylvania Capital Management Inc /adv 24,781 -0.36 3,080 3.08
2026-05-08 13F Creekmur Asset Management LLC 2,012 -41.26 250 -38.42
2026-04-15 13F Cypress Wealth Services, LLC 6,172 -0.40 767 3.09
2026-05-13 13F May Barnhard Investments LLC 79,424 -1.34 9,873 2.05
2026-05-13 13F Truvestments Capital Llc 3,242 -3.40 403 0.00
2026-04-28 13F Journey Beyond Wealth, LLC 24,720 -17.21 3,073 -14.38
2026-05-14 13F Mission Creek Capital Partners, Inc. 0 -100.00 0
2026-04-24 13F Perryman Financial Advisory Inc /ad 0 -100.00 0
2026-05-12 13F Waterloo Capital, L.P. 9,267 -0.23 1,152 3.14
2026-04-27 13F PAX Financial Group, LLC 2,993 -19.46 372 -16.59
2026-04-27 13F Cumberland Advisors Inc 60,720 -0.25 7,548 3.19
2026-04-06 13F Private Client Services, Llc 2,192 -8.78 272 -5.56
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100.00 0
2026-02-17 13F Perritt Capital Management Inc 0 -100.00 0
2026-04-30 13F Madison Wealth Partners, Inc 60,947 -0.47 7,576 2.96
2026-05-12 13F Insigneo Advisory Services, Llc 8,963 -15.82 1,114 -12.90
2026-04-24 13F Verus Wealth Management, Llc 30,883 -1.05 3,839 2.35
2026-04-22 13F Muirfield Wealth Advisors Llc 53,778 -0.59 6,685 2.83
2026-04-17 13F Provident Wealth Management, LLC 60,363 -0.63 7,504 2.78
2026-04-13 13F Fiduciary Financial Group, Llc 9,026 -0.03 1,122 3.41
2026-05-07 13F Wells Financial Advisors INC 0 -100.00 0
2026-05-14 13F Power Wealth Management Llc 0 -100.00 0
2026-04-08 13F JGP Wealth Management, LLC 4,680 -0.21 582 3.20
2026-04-22 13F Cornerstone Wealth Group, LLC 45,957 -8.15 6,208 3.23
2026-04-24 13F Peoples Bank /oh 35,329 -5.75 4,392 -2.51
2026-05-12 13F Jane Street Group, Llc Call 37,600 -40.97 4,674 -38.94
2026-04-23 13F Laurel Wealth Planning LLC 9,027 -2.35 1,122 1.08
2026-05-12 13F Ballast Advisors Llc 1,049 -1.78 0 -100.00
2026-05-27 13F Wilshire Associates Inc 13,765 -5.28 1,711 -2.00
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100.00 0
2026-05-11 13F Eldridge Investment Advisors, Inc. 11,530 -5.22 1,433 -1.92
2026-04-14 13F SNS Financial Group, LLC 2,559 -0.51 318 2.91
2026-05-05 13F Caldwell Securities, Inc 0 -100.00 0 -100.00
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 -100.00 0
2026-04-07 13F Holland Advisory Services, Inc. 79,384 -0.51 9,868 2.92
2026-05-12 13F Cahill Financial Advisors Inc 22,089 -1.15 2,746 2.23
2026-05-08 13F AAFCPAs Wealth Management, LLC 11,120 -1.04 1,382 2.37
2026-05-06 13F O'Brien Greene & Co. Inc 13,801 -0.90 1,716 2.51
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 22,052 -4.59 2,741 -1.30
2026-05-07 13F New Insight Wealth Advisors 2,327 -15.75 289 -12.69
2026-05-15 13F Citadel Advisors Llc Put 48,800 -11.75 6,066 -8.71
2026-05-11 13F Evermay Wealth Management Llc 90,726 -2.41 11,278 0.95
2026-05-07 13F Dakota Wealth Management 43,635 -5.59 5,424 -2.34
2026-04-17 13F High Net Worth Advisory Group LLC 15,058 -5.95 1,872 -2.75
2026-05-15 13F Vawter Financial, Ltd. 26,426 -12.28 3,285 -9.25
2026-05-14 13F Brown Brothers Harriman & Co 466,003 -0.01 57,929 3.43
2026-05-15 13F Keating Financial Advisory Services, Inc. 4,165 -22.40 518 -19.72
2026-04-08 13F NorthCrest Asset Manangement, LLC 4,442 -57.72 557 -56.86
2026-05-14 13F Pacific Financial Group Inc 54,283 -4.56 6,748 -1.29
2026-05-13 13F Clearwater Capital Advisors, LLC 9,471 -8.64 1,177 -5.46
2026-05-15 13F Qube Research & Technologies Ltd 12,713 -92.41 1,580 -92.15
2026-04-20 13F New Hampshire Trust 23,893 -12.19 2,970 -9.15
2026-04-24 13F UMA Financial Services, Inc. 28,965 -1.99 3,601 1.38
2026-04-15 13F Atwood & Palmer Inc 1,406 -6.27 175 -3.33
2026-04-27 13F Insight Inv LLC 1,816 -35.79 226 -33.63
2026-05-08 13F Leisure Capital Management 4,175 -2.52 519 0.78
2026-04-09 13F Brown Wealth Management, Llc 14,432 -33.99 1,794 -31.71
2026-04-20 13F Godsey & Gibb Associates 0 -100.00 0
2026-05-15 13F Vista Investment Management 42,287 -1.60 5,257 1.78
2026-05-14 13F Modern Wealth Management, LLC 121,531 -0.69 15,182 3.22
2026-05-06 13F Anb Bank 41,469 -0.14 5,155 3.31
2026-04-24 13F Saxony Capital Management, LLC 0 -100.00 0
2026-04-30 13F Legacy Financial Advisors, Inc. 1,921 -16.04 239 -13.14
2026-05-07 13F University Of Texas/texas Am Investment Managment Co 0 -100.00 0
2026-05-12 13F Liberty Wealth Management Llc 4,704 -10.96 585 -7.89
2026-04-30 13F GreatBanc Trust CO 4,830 -5.66 600 -2.44
2026-02-03 13F Bronte Capital Management Pty Ltd. 0 -100.00 0
2026-04-15 13F Zullo Investment Group, Inc. 1,921 -1.23 239 2.15
2026-04-07 13F Orgel Wealth Management, LLC 3,425 -0.78 426 2.66
2026-04-09 13F Tompkins Financial Corp 8,972 -0.28 1,115 3.15
2026-05-05 13F Investment Partners, Ltd. 1,846 -3.50 229 0.00
2026-04-28 13F Shelton Wealth Management, Llc 16,968 -8.46 2,109 -5.30
2026-04-22 13F Peak Planning Group, LLC 8,643 -1.28 1,074 2.09
2026-05-15 13F TRUE Private Wealth Advisors 16,107 -6.70 2,002 -3.47
2026-01-28 13F Dentgroup LLC 2,135 -3.83 257 -2.66
2026-04-13 13F TL Private Wealth 6,823 -3.83 888 -0.89
2026-05-13 13F SRS Capital Advisors, Inc. 23,263 -16.97 2,892 -14.14
2026-04-28 13F Umpqua Bank 11,796 -0.82 1,466 2.59
2026-05-14 13F Wealth Alliance 21,349 -12.21 2,654 -9.21
2026-04-14 13F eCIO, Inc. 89,267 -3.62 11,097 -0.31
2026-05-04 13F Nwam Llc 49,937 -1.54 6,208 -1.90
2026-05-01 13F Valmark Advisers, Inc. 277,426 -3.73 34,487 -0.42
2026-05-15 13F Fwl Investment Management, Llc 516 -3.73 64 0.00
2026-05-18 13F Arkadios Wealth Advisors 206,141 -1.45 25,625 1.94
2026-05-15 13F Strategic Advocates LLC 0 -100.00 0
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-04-10 13F Ballew Advisors, Inc 52,953 -1.50 6,924 1.79
2026-04-21 13F Urban Wealth Management, LLC 16,025 -10.01 1,992 -6.92
2026-05-07 13F Pacific Sun Financial Corp 7,890 -1.93 981 1.45
2026-05-15 13F Ameriprise Financial Inc 4,251,012 -6.47 528,463 -3.24
2026-04-06 13F IFS Advisors, LLC 63,266 -1.75 7,865 1.63
2026-05-07 13F Grant Street Asset Management, Inc. 11,393 -20.95 1,416 -18.24
2026-05-14 13F Islay Capital Management, Llc 1,031 -30.38 128 -27.68
2026-04-28 13F Kathmere Capital Management, LLC 10,763 -0.50 1,338 2.93
2026-05-13 13F Monograph Wealth Advisors, Llc 1,617 -21.01 201 -18.37
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100.00 0
2026-04-13 13F Creative Financial Designs Inc /adv 5,504 -10.68 684 -7.57
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100.00 0
2026-04-22 13F Capital Management Associates, Inc 8,366 -11.89 1,040 -8.94
2026-04-23 13F Chicago Capital, LLC 2,006 -11.94 249 -8.79
2026-04-17 13F Sovereign Financial Group, Inc. 9,853 -12.00 1,225 -9.00
2026-05-12 13F Voya Financial Advisors, Inc. 270,015 -7.83 32,874 -8.42
2026-05-13 13F Davis R M Inc 19,875 -7.54 2,471 -4.37
2026-05-12 13F Leavell Investment Management, Inc. 31,236 -3.25 3,883 0.05
2026-04-07 13F Deane Retirement Strategies, Inc. 0 -100.00 0
2026-04-24 13F KPP Advisory Services LLC 45,375 -3.50 5,641 -0.19
2026-04-17 13F Murphy & Mullick Capital Management Corp 350 -1.69 44 2.38
2026-05-11 13F Northwest Quadrant Wealth Management, LLC 208,071 -3.25 25,865 0.08
2026-05-29 13F Asset Dedication, LLC 13,466 -0.04 1,674 3.34
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2026 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Features
Explore
Help Center