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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-22 | 13F | Vista Investment Partners Ii, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 311,168 | -32.15 | 39,867 | -36.52 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2,099 | -30.36 | 269 | -34.95 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 14,160 | -0.01 | 1,814 | -6.45 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 755,617 | -13.91 | 96,809 | -19.45 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 2,056 | -9.19 | 263 | -15.16 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 4,220 | -0.35 | 541 | -6.74 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 162,277 | -13.62 | 20,791 | -19.19 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 173,669 | -1.36 | 22,250 | -7.71 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 10,608 | -6.77 | 1,359 | -12.77 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 1,176,536 | -0.23 | 150,738 | -6.66 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1,283 | -7.23 | 164 | -13.23 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 3,819 | -14.93 | 489 | -20.36 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 33,981 | -51.85 | 4 | -55.56 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Element Wealth, LLC | 19,190 | -15.24 | 2,459 | -20.71 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 25,472 | -16.01 | 3,263 | -21.45 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 6,008 | -46.56 | 770 | -50.03 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 96,448 | -2.97 | 12,357 | -9.22 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 2,661 | -5.34 | 341 | -11.46 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Red Tortoise LLC | 5,290 | -0.38 | 678 | -6.88 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 5,852 | -0.41 | 750 | -6.84 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 4,011 | -2.57 | 1 | |||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 69 | -94.58 | 9 | -95.03 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 606,784 | -1.85 | 75,011 | -11.40 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1,870 | -1.01 | 240 | -7.36 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 724 | -4.74 | 93 | -11.54 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 258 | -14.85 | 33 | -19.51 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,015 | -1.52 | 274 | -2.50 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 9,658 | -0.48 | 1,237 | -6.92 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 6,987 | -67.93 | 895 | -70.00 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 4,171 | -0.50 | 534 | -6.97 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 1,436 | -57.51 | 184 | -60.39 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 9,917 | -6.22 | 1,271 | -12.29 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 10,712 | -3.05 | 1,372 | -9.32 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1,511 | -0.59 | 194 | -7.21 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 78,872 | -0.18 | 10,105 | -6.61 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8,123 | -0.18 | 1,041 | -6.64 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 5,096 | -1.09 | 653 | -7.52 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 12,335 | -16.67 | 1,580 | -22.01 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3,593 | -62.67 | 472 | -64.19 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 11,172 | -16.49 | 1,431 | -21.89 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 21,264 | -47.20 | 2,724 | -50.60 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 30,823 | -46.82 | 3,949 | -50.25 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 58,582 | -1.07 | 7,506 | -7.45 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 690,014 | -3.82 | 88,405 | -10.01 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 4,375 | -37.77 | 561 | -41.79 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 23,800 | -49.89 | 3,049 | -53.12 | |||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 14,413 | -0.23 | 1,847 | -6.67 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 131,521 | -1.09 | 16 | -11.11 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 14,772 | -41.95 | 1,893 | -45.69 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 175,231 | -3.03 | 22,451 | -9.27 | ||||
| 2026-02-06 | 13F | Magnolia Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Diversified Trust Co | 1,808 | -28.82 | 232 | -33.43 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 2,557 | -26.12 | 328 | -30.87 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 2,574 | -7.81 | 330 | -13.87 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 239 | -94.77 | 31 | -95.21 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2,153 | -20.14 | 276 | -25.47 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 12,241 | -1.73 | 1,568 | -8.04 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 13,399 | -0.10 | 1,717 | -6.54 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 230 | -9.80 | 29 | -14.71 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1,582,899 | -0.09 | 202,801 | -6.53 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 33,369 | -4.10 | 4,275 | -10.28 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 1,134 | -39.81 | 145 | -43.58 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 139,007 | -17.24 | 17,755 | -22.97 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 6,211 | -1.27 | 796 | -7.67 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 7,974 | -11.21 | 1,022 | -16.92 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 55 | -43.30 | 7 | -46.15 | ||||
| 2026-02-05 | 13F | Moneywise, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2,573 | -20.49 | 330 | -25.73 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 23,026 | -3.43 | 2,950 | -9.65 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 6,273 | -18.35 | 804 | -23.67 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32,416 | -5.27 | 4,153 | -11.36 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 8,092 | -50.00 | 1,037 | -53.25 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 4,595 | -8.76 | 589 | -14.66 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2,851,583 | -39.74 | 356,389 | -45.00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 98,755 | -17.65 | 12,758 | -25.01 | ||||
| 2026-02-09 | 13F | Strategic Equity Management | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 299,260 | -14.57 | 38,341 | -20.07 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2,434,200 | -0.96 | 311,870 | -7.33 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | MidFirst Bank | 73,858 | -2.84 | 9,463 | -9.10 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 224 | -45.37 | 29 | |||||
| 2026-05-04 | 13F | Innealta Capital, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 1,812 | -4.23 | 248 | -7.81 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 4,504 | -10.42 | 577 | -16.13 | ||||
| 2026-05-12 | 13F | Ramirez Asset Management, Inc. | 700 | -41.67 | 90 | -45.73 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 26,885 | -2.23 | 3,445 | -8.53 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 1,831 | -1.08 | 235 | -7.51 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 35,596 | -18.11 | 4,561 | -23.39 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 1,104 | -8.00 | 141 | -14.02 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1,899 | -18.92 | 243 | -24.06 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 244,939 | -26.87 | 31,382 | -31.58 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Geneva Capital Management Llc | 23,359 | -63.88 | 2,993 | -66.21 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 18,838 | -61.47 | 2,414 | -63.96 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 30,582 | -0.60 | 3,918 | -7.00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 2,675 | -0.26 | 343 | -6.81 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1,139 | -22.88 | 146 | -28.22 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 6,589 | -74.24 | 902 | -75.23 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 37,244 | -1.25 | 4,772 | -7.61 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 10,277 | -0.50 | 1,334 | -8.94 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 17,672 | -1.42 | 2,420 | -1.39 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 4,661 | -0.51 | 597 | -6.86 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4,684 | -2.11 | 600 | -8.40 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 193,789 | -5.38 | 24,828 | -11.47 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 177,337 | -4.64 | 22,720 | -10.78 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 2,249 | -0.97 | 288 | -7.10 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2,026 | -56.27 | 277 | -57.97 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 4,965 | -2.34 | 636 | -8.62 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 19,735 | -12.55 | 2,528 | -18.19 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 2,217 | -0.58 | 284 | -6.89 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 334 | -48.38 | 43 | -52.27 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 135,306 | -15.17 | 17,335 | -20.64 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14,427 | -49.06 | 1,849 | -52.36 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 3,159 | -2.62 | 405 | -9.01 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 613 | -0.33 | 79 | -7.14 | ||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 37,298 | -19.70 | 4,779 | -24.87 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 39,932 | -1.72 | 4,995 | -10.93 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 176,108 | -5.84 | 22,563 | -11.91 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 41,422 | -0.61 | 5,307 | -7.01 | ||||
| 2026-04-29 | 13F | Renasant Bank | 4,761 | -24.60 | 610 | -29.51 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | AMJ Financial Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 27,256 | -3.17 | 3,492 | -9.42 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 12,648 | -0.48 | 1,621 | -6.90 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Theory Financial Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 2,804 | -1.75 | 359 | -7.95 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 10,022 | -0.86 | 1,284 | -7.23 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 11,690 | -87.25 | 1,498 | -88.08 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 12,946 | -2.70 | 1,659 | -8.95 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2,071 | -4.61 | 265 | -10.77 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1,171,450 | -1.49 | 150,072 | -7.86 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 28,177 | -5.03 | 3,483 | -14.28 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 32,098 | -16.33 | 4,112 | -21.72 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2,308 | -1.79 | 296 | -8.10 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 42,618 | -17.38 | 5,460 | -22.71 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 6,327 | -28.62 | 811 | -33.22 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 273,302 | -0.08 | 35,015 | -6.51 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 748 | -67.84 | 96 | -70.13 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 4,300 | -36.76 | 1 | |||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 1,812 | -5.97 | 232 | -11.79 | ||||
| 2026-01-28 | 13F | Bigelow Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 90,273 | -8.71 | 11,566 | -14.59 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 53,061 | -42.19 | 6,798 | 56,550.00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4,214 | -6.56 | 540 | -12.64 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 8,563 | -1.63 | 1,097 | -7.97 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 11,205 | -23.64 | 1,436 | -28.57 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 3,142 | -14.08 | 403 | -19.60 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 39,605 | -7.77 | 5,976 | 1.62 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 2,489 | -4.78 | 319 | -11.17 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 2,718 | -3.34 | 348 | -9.61 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 9,301 | -0.53 | 1,192 | -6.95 | ||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 606,847 | -6.99 | 77,749 | -12.98 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 26,500 | -38.94 | 3,395 | -42.87 | |||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 875 | -2.78 | 113 | -9.60 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 14,286 | -36.14 | 1,830 | -40.25 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 11,474 | -33.62 | 1,470 | -37.90 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 12,983 | -3.56 | 1,663 | -9.77 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2,480 | -14.28 | 340 | -17.52 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 14,263 | -1.47 | 1,827 | -7.82 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 5,641 | -0.12 | 723 | -6.60 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 40,058 | -0.20 | 5,132 | -6.62 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 2,482 | -89.44 | 318 | -90.15 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 1,534,093 | -12.12 | 196,548 | -17.78 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 14,054 | -5.60 | 1,801 | -11.68 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 8,278 | -24.17 | 1,061 | -29.10 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 66,500 | -3.16 | 8,520 | -9.40 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 26,601 | -78.95 | 3,408 | -80.31 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2,013 | -5.93 | 258 | -12.29 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 523,361 | -4.82 | 67,066 | -10.95 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 156,876 | -93.38 | 20,099 | -93.81 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 1,822 | -18.66 | 233 | -23.86 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 14,414 | -17.09 | 1,847 | -22.44 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 49,344 | -2.96 | 6,322 | -9.21 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 43,513 | -0.50 | 5,575 | -6.91 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 1,600 | -8.57 | 205 | -14.64 | ||||
| 2026-04-10 | 13F | Linden Thomas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | City Holding Co | 3,601 | -1.77 | 461 | -8.17 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 11,639 | -1.21 | 1,491 | -7.56 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 3,500 | -38.08 | 448 | -42.04 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2,795 | -4.57 | 358 | -10.72 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 26,223 | -0.13 | 3,360 | -6.56 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Bfsg, Llc | 40 | -42.86 | 5 | -44.44 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 27,019 | -0.85 | 3,462 | -7.24 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 13,320 | -5.58 | 1,857 | -5.88 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 14,094 | -4.29 | 1,806 | -10.47 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 502 | -96.26 | 64 | -96.56 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 12,025 | -2.27 | 1,541 | -8.55 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 3,114 | -2.32 | 399 | -8.72 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 2,580 | -2.71 | 331 | -9.09 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 4,008 | -9.07 | 514 | -14.93 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,241 | -2.89 | 5,668 | -9.14 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3,330 | -2.35 | 427 | -8.58 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 2,755 | -8.17 | 353 | -14.15 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 2,590 | -0.96 | 332 | -7.54 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 20,936 | -2.12 | 2,682 | -8.43 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 7,486 | -2.97 | 959 | -9.19 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 451 | -53.46 | 58 | -56.82 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 2,980 | -31.99 | 382 | -36.50 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 80,800 | -9.96 | 10,352 | -15.76 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1,683 | -50.00 | 216 | -54.93 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 2,547 | -14.44 | 326 | -19.90 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 3,030 | -15.67 | 388 | -21.14 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 78,796 | -1.82 | 10,095 | -8.14 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 7,892 | -4.36 | 1,011 | -10.53 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 6,016 | -17.29 | 771 | -22.69 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 7,816 | -6.95 | 1,001 | -12.96 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 5,241 | -12.03 | 672 | -17.67 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 3,694 | -3.48 | 473 | -9.73 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 2,352 | -10.54 | 301 | -16.39 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 1,982 | -3.18 | 254 | -9.64 | ||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 2,376 | -20.85 | 304 | -26.03 | ||||
| 2026-02-12 | 13F | Virtue Capital Management, LLC | 9,392 | -34.55 | 478 | -66.00 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 37,237 | -10.89 | 4,771 | -16.64 | ||||
| 2026-05-06 | 13F | Future Fund LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Wedgewood Investors Inc /pa/ | 6,273 | -2.20 | 804 | -8.54 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 7,740 | -4.37 | 992 | -10.56 | ||||
| 2026-02-17 | 13F | Wall Capital Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Anb Bank | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 14,596 | -64.80 | 1,870 | -67.07 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 3,246 | -35.18 | 416 | -39.42 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 18,310 | -7.76 | 2,346 | -13.72 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 9,468 | -0.62 | 1,213 | -6.98 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 3,382 | -8.59 | 433 | -14.43 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 2,966 | -1.63 | 380 | -7.77 | ||||
| 2026-02-03 | 13F/A | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 479 | -23.85 | 61 | -29.07 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 101,651 | -29.19 | 13,024 | -33.76 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 17,901 | -58.91 | 2,293 | -61.56 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 5,033 | -0.98 | 645 | -7.47 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 5,305 | -11.23 | 680 | -16.99 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 44,531 | -1.53 | 5,705 | -7.86 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8,241 | -21.40 | 1,056 | -26.48 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 2,350 | -9.44 | 301 | -15.21 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 637,930 | -7.92 | 81,732 | -13.85 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 6,949 | -1.25 | 890 | -7.58 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 89,844 | -0.81 | 11,511 | -7.21 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 22,090 | -30.69 | 2,845 | -35.44 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 287 | -14.58 | 37 | -21.74 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 57,762 | -16.12 | 7,400 | -21.53 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6,460 | -90.03 | 828 | -90.68 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 14,221 | -2.68 | 1,947 | -6.39 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | YANKCOM Partnership | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Westfield Capital Management Co Lp | 8,299 | -54.60 | 1,063 | -57.53 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 0 | -100.00 | 0 | |||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 51,091 | -2.47 | 6,546 | -8.76 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 700 | -1.96 | 90 | -8.25 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 22,958 | -80.25 | 2,941 | -81.35 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 135,083 | -1.88 | 17,307 | -8.21 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5,772,532 | -3.92 | 739,577 | -10.10 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 3,561 | -0.75 | 456 | -7.13 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3,080 | -3.42 | 395 | -9.40 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 98 | -30.99 | 13 | -36.84 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 177,481 | -7.66 | 22,739 | -13.61 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Ewa, Llc | 2,393 | -0.08 | 307 | -6.42 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 10,403 | -2.21 | 1,333 | -8.52 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 2,055 | -30.57 | 263 | -35.06 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 42,392 | -8.48 | 5,431 | -14.38 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 2,958 | -7.99 | 379 | -13.86 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 2,468 | -4.19 | 316 | -10.23 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 2,332 | -2.75 | 0 | |||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 403,230 | -0.01 | 51,662 | -6.45 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 32,901 | -1.20 | 4,215 | -7.57 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Vanguard Group Inc | 26,254 | -0.07 | 3,595 | -3.90 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | American Trust | 6,848 | -1.34 | 877 | -7.68 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5,280 | -0.96 | 676 | -7.40 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Adviser Investments LLC | 20,738 | -6.27 | 2,657 | -12.31 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Quarry LP | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1,647,589 | -12.41 | 211,089 | -18.05 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 17,004 | -0.06 | 2,179 | -6.48 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 5,962 | -0.52 | 764 | -6.95 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 55,450 | -4.43 | 7,104 | -10.59 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 73,153 | -6.91 | 9 | -10.00 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 12,386 | -3.87 | 1,587 | -10.09 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 9,232 | -1.35 | 1,183 | -5.06 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 4,007 | -5.72 | 513 | -11.86 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 3,794 | -6.69 | 486 | -12.59 | ||||
| 2026-05-11 | 13F | Commerce Bank | 1,617,898 | -2.56 | 207,285 | -8.84 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 22,435 | -15.15 | 2,874 | -20.61 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 15,942 | -4.02 | 2,043 | -10.20 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 45,558 | -0.76 | 5,837 | -7.16 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 4,438 | -1.42 | 569 | -7.79 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 2,575 | -20.28 | 330 | -25.57 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 2,245 | -7.95 | 288 | -13.81 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 9,297 | -19.38 | 1,191 | -24.57 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 9,772 | -0.07 | 1,252 | -6.50 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 2,813 | -9.78 | 360 | -15.49 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Camden Capital, LLC | 1,584 | -66.92 | 203 | -69.16 | ||||
| 2026-05-13 | 13F | Laffer Investments | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Legal & General Group Plc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | ERn Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | First United Bank Trust/ | 6,048 | -0.20 | 775 | -6.63 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3,734 | -59.01 | 478 | -61.67 | ||||
| 2026-01-26 | 13F | First Bancorp, Inc /ME/ | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 1,492 | -3.37 | 204 | -6.85 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 6,631 | -7.72 | 850 | -13.72 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 29,214 | -22.51 | 3,743 | -27.51 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 5,379 | -0.28 | 689 | -6.64 | ||||
| 2026-01-20 | 13F | BAM Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 15,225 | -0.36 | 1,951 | -6.79 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 364 | -5.21 | 47 | -11.54 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | IFC Advisors LLC | 12,900 | -8.97 | 1,653 | -14.85 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 12,297 | -1.60 | 1,575 | -7.95 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2,136 | -72.49 | 0 | -100.00 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 2,908 | -3.23 | 373 | -9.49 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 15,724 | -0.63 | 2,015 | -7.02 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 14,790 | -41.05 | 1,895 | -44.86 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 13,519 | -2.40 | 1,732 | -8.65 | ||||
| 2026-01-12 | 13F | McNaughton Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 21 | -79.81 | 3 | -85.71 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Lee Financial Co | 37,513 | -7.87 | 4,806 | -13.81 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 51 | -10.53 | 7 | -14.29 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 3,584 | -0.80 | 459 | -7.09 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 21,454 | -0.33 | 2,749 | -6.75 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 83,921 | -4.26 | 10,752 | -10.42 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4,326 | -9.10 | 555 | -14.90 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 850 | -4.17 | 109 | -10.74 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 38 | -53.66 | 5 | -63.64 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 2,055 | -6.80 | 263 | -12.62 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 101,302 | -4.79 | 12,979 | -10.93 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 1,619 | -0.43 | 207 | -6.76 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 9,755 | -45.13 | 1,250 | -48.69 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 305 | -78.23 | 39 | -79.58 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 32,076 | -0.03 | 4 | 0.00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 93,634 | -0.58 | 12,057 | -6.86 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5,135,595 | -3.09 | 657,972 | -9.33 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 46,275 | -87.82 | 5,929 | -88.61 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 2,600 | -51.23 | 333 | -54.38 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 2,229 | -96.13 | 289 | -96.34 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 346 | -53.62 | 44 | -56.86 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 209,725 | -9.07 | 26,870 | -14.93 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 4,264 | -0.68 | 546 | -6.98 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1,614 | -19.74 | 207 | -25.09 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 7,189 | -2.73 | 921 | -8.99 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 7,040 | -0.09 | 902 | -6.54 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 259 | -62.08 | 0 | |||||
| 2026-04-28 | 13F | Berkshire Bank | 33,469 | -2.12 | 4,288 | -8.42 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 4,722 | -12.46 | 605 | -18.16 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 8,330 | -0.73 | 1,067 | -7.14 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 32,838 | -8.82 | 4,207 | -14.70 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 16,014 | -1.08 | 2,052 | -7.45 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 1,907 | -36.58 | 244 | -40.63 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 1,908 | -95.99 | 244 | -96.25 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 4,192 | -0.07 | 559 | -2.61 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 6,810 | -1.26 | 873 | -7.63 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 272 | -14.73 | 35 | -22.22 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 30,999 | -5.54 | 3,972 | -11.62 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 253,663 | -3.78 | 32,502 | -9.98 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 8,184 | -38.51 | 1,049 | -42.48 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 10,245 | -2.11 | 1,313 | -8.44 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 111,789 | -2.27 | 14,322 | -8.57 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 7,160 | -18.91 | 917 | -24.15 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 12,454 | -4.87 | 1,596 | -10.99 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 10,700 | -47.55 | 1,371 | -50.95 | |||
| 2026-02-12 | 13F | Strata Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 193,236 | -5.41 | 24,758 | -12.65 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 15,100 | -47.93 | 1,935 | -51.30 | |||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Capital Square, LLC | 5,512 | -32.67 | 750 | -33.10 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 26,390 | -60.17 | 3,381 | -62.74 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4,957 | -63.02 | 635 | -65.62 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 1,018 | -81.36 | 130 | -82.60 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 200,417 | -2.00 | 25,677 | -8.31 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3,922 | -3.87 | 502 | -10.04 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 10,293 | -2.42 | 1,319 | -8.73 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 11,005 | -34.80 | 1,410 | -39.03 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 5,179 | -0.75 | 664 | -7.14 | ||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 22,216 | -0.13 | 2,846 | -6.57 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 6,423 | -1.85 | 823 | -8.26 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2,300,238 | -3.85 | 314,995 | 92,545.29 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 2,392 | -15.09 | 306 | -20.52 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 16,447 | -29.63 | 2,107 | -34.16 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 57,606 | -1.14 | 7,381 | -7.51 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 2,050 | -99.27 | 263 | -6.43 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 15,966 | -0.31 | 2,046 | -6.75 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 76 | -74.50 | 10 | -77.50 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 104,619 | -3.47 | 14,271 | -3.83 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 5,024 | -1.30 | 644 | -7.61 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 138,416 | -2.25 | 17,734 | -8.55 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 6,012 | -0.63 | 770 | -7.00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 632,091 | -1.83 | 80,984 | -11.68 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 529 | -5.20 | 68 | -11.84 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 1,392 | -8.60 | 178 | -14.42 | ||||
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 0 | -100.00 | 0 | |||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | PFG Advisors | 1,563 | -18.30 | 200 | -23.37 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 28,553 | -1.81 | 3,658 | -8.14 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 2,383 | -2.30 | 305 | -8.41 | ||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 3,300 | -14.06 | 423 | -19.62 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Moran Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 21,143 | -1.12 | 2,709 | -7.51 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 123,871 | -7.36 | 15,870 | -13.33 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2,602,259 | -6.53 | 332,761 | -12.68 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 23,882 | -5.63 | 3,060 | -11.72 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1,273,878 | -11.53 | 163,209 | -17.23 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 2,472 | -5.68 | 317 | -11.73 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 7,416 | -0.07 | 950 | -6.50 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 12,234 | -0.75 | 1,567 | -7.17 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 8,779 | -56.87 | 1,125 | -59.67 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 43,092 | -0.34 | 5,521 | -6.77 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2,961 | -18.07 | 379 | -23.28 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 6,161 | -0.24 | 789 | -6.63 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 18,848 | -42.30 | 2,415 | -46.03 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 2,007 | -0.74 | 257 | -6.88 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 13,015 | -2.87 | 1,667 | -9.11 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 98,811 | -6.05 | 12,660 | -12.10 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 2,809 | -64.43 | 360 | -66.79 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 4,488 | -2.60 | 575 | -8.87 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 3,848 | -10.01 | 493 | -15.73 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 135 | -41.05 | 17 | -45.16 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 9,618 | -30.09 | 1,232 | -34.57 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 7,257 | -1.77 | 930 | -8.11 | ||||
| 2026-05-04 | 13F | Nwam Llc | 16,540 | -0.04 | 2,119 | -7.10 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 2,614 | -62.90 | 335 | -65.35 | ||||
| 2026-05-11 | 13F | United Capital Management of KS, Inc. | 2,476 | -97.58 | 317 | -97.74 |
