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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-14 | 13F | West Branch Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 479 | -2.44 | 295 | -0.34 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 949 | -0.42 | 585 | 1.92 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 2,005 | -1.76 | 1,236 | 0.41 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 5,599 | -0.55 | 3,453 | 1.68 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 229,855 | -4.52 | 141,661 | -2.48 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 45,685 | -47.46 | 28,435 | -48.01 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 13,235 | -0.56 | 8,163 | 1.67 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 1,091 | -23.55 | 675 | -21.99 | ||||
| 2026-05-11 | 13F | Glaxis Capital Management, LLC | 340 | -74.63 | 210 | -74.13 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 4,199 | -56.46 | 2,590 | -55.48 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 33,057 | -0.50 | 20,439 | 1.61 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 6,018 | -0.45 | 3,712 | 1.78 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 7,831 | -9.83 | 4,823 | -8.05 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 7,643 | -0.51 | 4,714 | 1.70 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Fiduciary Wealth Partners, LLC | 1,261 | -24.67 | 778 | -22.99 | ||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 3,827 | -15.56 | 2,360 | -13.68 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 85,504 | -0.36 | 52,735 | 1.86 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 515 | -6.87 | 318 | -4.80 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 17,601 | -4.78 | 10,855 | -2.66 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 1,035 | -0.48 | 638 | 1.75 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 235,008 | -0.46 | 144,946 | 1.77 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Motco | 9,148 | -1.27 | 5,642 | 0.95 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 5,055 | -0.02 | 3,117 | 2.23 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6,823 | -1.44 | 4,208 | 0.77 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 353 | -16.15 | 218 | -13.20 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 2,742 | -1.22 | 1,654 | 0.00 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 563 | -0.18 | 348 | 2.06 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5,650 | -19.16 | 3,485 | -17.36 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Jones Kertz & Associates, Inc. | 3,070 | -0.29 | 1,893 | 1.94 | ||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 2,058 | -3.43 | 1,269 | -1.25 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 688 | -1.43 | 424 | 0.95 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 932 | -15.43 | 575 | -13.55 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 31,188 | -0.42 | 19,236 | 1.81 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 2,123 | -9.62 | 1,309 | -7.62 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 36 | -62.11 | 22 | -61.40 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 4,667 | -11.64 | 2,818 | -10.46 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 944 | -16.31 | 582 | -14.41 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 281 | -52.21 | 173 | -51.13 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 1,504 | -0.79 | 1 | |||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 387 | -11.24 | 238 | -9.51 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 785 | -6.21 | 484 | -4.16 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 2,188 | -83.95 | 1,349 | -83.59 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 58,782 | -9.33 | 36,254 | -7.30 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 889 | -44.40 | 548 | -43.15 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1,630 | -0.61 | 1,005 | 1.62 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 2,647 | -15.24 | 1,633 | -13.33 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2,686 | -0.85 | 1,657 | 1.35 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 8,479 | -0.55 | 5,230 | 1.67 | ||||
| 2026-04-24 | 13F | Bayban | 273 | -19.71 | 168 | -18.05 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 887 | -1.11 | 547 | 1.11 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | Call | 0 | -100.00 | 0 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 6,065 | -3.75 | 3,741 | -1.60 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 2,489 | -0.64 | 1,535 | 3.37 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 757 | -93.32 | 467 | -93.19 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 3,500 | -11.21 | 2,159 | -9.25 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 9,166 | -0.12 | 5,653 | 2.11 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 4,408 | -0.90 | 2,719 | 1.30 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 15,569 | -1.42 | 9,602 | 0.78 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1,903 | -2.21 | 1,173 | 0.00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2,110 | -12.56 | 1,305 | -10.38 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 1,869 | -24.30 | 1,153 | -22.63 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 2,464 | -0.36 | 1,520 | 1.88 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 2,877 | -2.74 | 1,774 | -0.56 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 7,510 | -0.77 | 4,632 | 1.45 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 4,734 | -9.83 | 2,920 | -7.83 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 2,540 | -0.55 | 1,567 | 1.69 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 171 | -5.52 | 105 | -3.67 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 575 | -2.54 | 355 | -0.28 | ||||
| 2026-05-06 | 13F | Jennison Associates Llc | 1,874 | -46.88 | 1,156 | -45.72 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 4,755 | -1.25 | 2,933 | 0.96 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 349 | -8.16 | 215 | -6.11 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 2,157 | -0.19 | 1,330 | 2.07 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 2,791 | -0.99 | 1,721 | 1.24 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 21,018 | -0.59 | 12,980 | 1.57 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 1,843 | -9.39 | 1,136 | -7.42 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2,047,984 | -3.41 | 1,263,115 | -1.25 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7,890 | -4.95 | 4,866 | -2.82 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Element Wealth, LLC | 2,395 | -1.64 | 1,477 | 0.61 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 6,222 | -3.95 | 3,837 | -1.82 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 518 | -8.32 | 319 | -6.18 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 9,739 | -2.09 | 6,007 | 0.10 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 15,276 | -2.25 | 9,422 | -0.07 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 251,130 | -2.87 | 151,502 | -2.87 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 7,832 | -0.71 | 4,830 | 1.51 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 499 | -11.21 | 308 | -9.44 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 26,157 | -16.50 | 16,133 | -14.63 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 836 | -0.59 | 516 | 1.58 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2,847 | -74.66 | 1,756 | -74.09 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 6,890 | -5.53 | 4,249 | 35.88 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 1,903 | -0.52 | 1,174 | 1.65 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 54,054 | -0.05 | 3,565 | 0.73 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 1,154 | -0.69 | 712 | 1.43 | ||||
| 2026-05-14 | 13F | Alpha Wealth Funds, LLC | 2,870 | -5.31 | 1,770 | -3.17 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 725 | -50.00 | 894 | 2.29 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 10,822 | -3.37 | 6,675 | -1.20 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-28 | 13F | Ramiah Investment Group | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 377 | -10.87 | 233 | -9.02 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 879 | -3.51 | 542 | -1.46 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 686 | -0.44 | 423 | 1.93 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 5 | -99.80 | 3 | -99.81 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 684 | -2.15 | 422 | 0.00 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 7,906 | -3.59 | 5 | 0.00 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 1,784 | -0.11 | 1,100 | 2.14 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 115,410 | -1.85 | 71,180 | 0.34 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 998 | -17.45 | 615 | -15.64 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 20,434 | -15.21 | 12,603 | -13.32 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 5,979 | -2.24 | 3,688 | -0.08 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 3,188 | -10.73 | 1,966 | -8.73 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 5,880 | -0.10 | 3,627 | 2.14 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 356 | -12.96 | 219 | -10.98 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 892 | -0.78 | 550 | 1.48 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 3,740 | -0.64 | 2,307 | 1.59 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1,258 | -17.67 | 776 | -15.85 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 437 | -5.82 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 3,022 | -90.79 | 1,864 | -90.59 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 26,915 | -6.45 | 16,600 | -4.39 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 989 | -0.30 | 610 | 1.84 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 461 | -13.83 | 285 | -12.07 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 13,966 | -2.98 | 8,614 | -0.81 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 3,637 | -2.99 | 2,243 | -0.80 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 541 | -3.05 | 334 | -0.89 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 204,300 | -15.40 | 126,004 | -13.51 | |||
| 2026-05-07 | 13F | JSF Financial, LLC | 449 | -4.26 | 277 | -1.77 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 134,800 | -51.75 | 83,139 | -50.68 | |||
| 2026-05-01 | 13F | Welch & Forbes Llc | 161,554 | -3.12 | 99,640 | -0.95 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 32,253 | -2.23 | 21,213 | 6.59 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 7,541 | -2.22 | 4,651 | -0.02 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 6,562 | -2.10 | 4,047 | 0.10 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 462 | -0.86 | 285 | 1.42 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 35,383 | -65.70 | 21,823 | -64.93 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 17,760 | -2.34 | 10,953 | -0.15 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 483 | -8.17 | 298 | -6.31 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 76 | -57.54 | 47 | -56.48 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 3,649 | -3.59 | 2,251 | -1.45 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 7,552 | -0.04 | 4,658 | 2.19 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 1,062 | -33.83 | 655 | -32.33 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2,870 | -1.58 | 1,770 | 0.63 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Simmons Bank | 24,461 | -0.22 | 15,086 | 2.01 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 4,612 | -0.02 | 2,852 | 2.11 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 1,472 | -18.13 | 908 | -16.41 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 2,747 | -0.07 | 1,694 | 2.17 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 1,141 | -0.78 | 704 | 1.44 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 4,236 | -13.32 | 2,613 | -11.40 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 4,457 | -0.13 | 2,756 | 1.96 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 1,867 | -3.36 | 1,151 | -1.20 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | TradeLink Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 2,781 | -14.59 | 1,715 | -12.68 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 1,966 | -0.76 | 1,213 | 1.42 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 9 | -89.29 | 5 | -90.00 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 3,629 | -12.11 | 2,238 | -10.12 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 327 | -28.45 | 202 | -26.91 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 4,103 | -2.22 | 2,531 | -0.04 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 299,723 | -14.93 | 184,858 | -13.03 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 4,236 | -24.17 | 2,613 | -22.49 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 2,130 | -13.34 | 1,314 | -11.40 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 12,190 | -1.91 | 7,518 | 0.29 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 12,512 | -3.17 | 7,717 | -1.00 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 6 | -14.29 | 0 | |||||
| 2026-04-30 | 13F | First Horizon Corp | 11,079 | -0.87 | 6,833 | 1.35 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 707 | -5.35 | 436 | -3.11 | ||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 3,123 | -1.30 | 1,926 | 0.94 | ||||
| 2026-05-15 | 13F | EFG International AG | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 1,075 | -0.74 | 663 | 1.38 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 644 | -7.74 | 398 | -5.69 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 1,910 | -1.29 | 1,178 | 0.94 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3,915 | -23.07 | 2,414 | -21.37 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1,962 | -1.06 | 1,211 | 120,900.00 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 59,036 | -0.30 | 36,411 | 1.93 | ||||
| 2026-05-05 | 13F | CapWealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 63,514 | -6.36 | 39,709 | -6.82 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2,398 | -0.54 | 1,479 | 1.65 | ||||
| 2026-01-27 | 13F | Farrow Financial Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Family Office Research LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 118,348 | -2.13 | 72,992 | 0.05 | ||||
| 2026-05-01 | 13F | CMG Global Holdings, LLC | 11,164 | -0.47 | 6,885 | -3.83 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 106,846 | -11.41 | 65,901 | -9.43 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 7,412 | -18.71 | 4,571 | -16.89 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 31,740 | -1.20 | 19,576 | 1.01 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 4,800 | -10.70 | 2,960 | -8.70 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6,131 | -4.11 | 3,782 | -1.97 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1,193,336 | -11.16 | 736,002 | -9.18 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 6,518 | -4.37 | 4,020 | -2.24 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 3,355 | -38.96 | 2,069 | -37.59 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 2,208 | -12.31 | 1,362 | -10.40 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 3,795 | -1.07 | 2,340 | 1.12 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 270,200 | -13.31 | 166,649 | -11.38 | |||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 1,109 | -1.51 | 684 | 0.59 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 7,432 | -0.96 | 4,584 | 1.26 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-01-07 | 13F | Qp Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Paller Financial Services Inc | 8,671 | -5.58 | 5,348 | -3.47 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 121 | -6.20 | 75 | -5.13 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 9,050 | -15.48 | 5,658 | -12.41 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 4,724 | -21.99 | 2,914 | -20.26 | ||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Eastern Bank | 5,194 | -2.66 | 3,203 | -0.50 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 569 | -4.85 | 351 | -2.78 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 4,059 | -0.10 | 2,503 | 2.12 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 669 | -18.22 | 413 | -16.43 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 3,402 | -0.15 | 2,098 | 2.09 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 5,665 | -1.38 | 3,494 | 0.81 | ||||
| 2026-02-13 | 13F | Barclays Plc | 24,976 | -83.94 | 15,068 | -83.74 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 489 | -16.55 | 302 | -14.73 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 881,942 | -14.22 | 543,947 | -12.31 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 840 | -0.12 | 518 | 2.17 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 32,568 | -0.25 | 20,087 | 1.99 | ||||
| 2026-05-06 | 13F | Audent Global Asset Management, LLC | 4,582 | -20.93 | 3,385 | -3.51 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 4,403 | -4.16 | 2,716 | -2.02 | ||||
| 2026-04-10 | 13F | Briaud Financial Planning, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 814 | -13.31 | 502 | -11.31 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 887 | -3.59 | 547 | -1.44 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 87 | -83.65 | 54 | -83.44 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 10,138 | -2.53 | 6,253 | -0.37 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 84,363 | -2.54 | 52,032 | -0.36 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 1,902 | -5.00 | 1,147 | -3.78 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10,721 | -3.97 | 6,468 | -2.81 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 6,250 | -1.09 | 3,855 | 1.10 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 63,092 | -0.36 | 41,661 | 8.69 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 4,076 | -0.54 | 2,514 | 1.66 | ||||
| 2026-04-06 | 13F | CX Institutional | 1,142 | -2.89 | 1 | |||||
| 2026-05-08 | 13F | Bokf, Na | 7,653 | -4.10 | 4,720 | -1.95 | ||||
| 2026-01-29 | 13F | UBS Group AG | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 2,202 | -2.44 | 1,358 | -0.22 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 352 | -9.97 | 217 | -8.47 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1,571 | -1.01 | 969 | 1.15 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 69 | -69.33 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 44,437 | -15.63 | 27 | -12.90 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 1,267 | -2.54 | 784 | 0.00 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 15,514 | -0.34 | 9,568 | 1.88 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 8,273 | -41.87 | 5,102 | -40.57 | ||||
| 2026-04-23 | 13F | American National Bank | 162 | -10.99 | 100 | -9.17 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1,536 | -12.97 | 948 | -11.00 | ||||
| 2026-02-10 | 13F | Inspire Trust Co, N.a. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 2,523 | -2.51 | 1,556 | -0.32 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 11,004 | -6.02 | 6,787 | -3.92 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 497,191 | -10.90 | 306,648 | -8.91 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 11,081 | -4.10 | 7 | 0.00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 53 | -97.77 | 33 | -97.76 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 15,505 | -3.98 | 9,563 | -1.84 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 1,453 | -0.68 | 896 | 1.59 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 2,875 | -0.35 | 2 | 0.00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 75,901 | -15.61 | 46,853 | -13.78 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 488,938 | -4.84 | 301,557 | -2.71 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 56 | -21.13 | 35 | -20.93 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 3,715 | -0.54 | 2,291 | 1.73 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5,126 | -7.19 | 3 | 0.00 | ||||
| 2026-04-21 | 13F | Creekside Partners | 886 | -0.34 | 546 | 1.87 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 7,239 | -3.58 | 4 | 0.00 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 8,800 | -6.05 | 5,427 | -3.95 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 572 | -8.04 | 353 | -6.13 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 546 | -1.62 | 337 | 0.60 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 872 | -1.47 | 538 | 0.75 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3,608 | -3.99 | 2,225 | -1.85 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 227,616 | -1.85 | 140,384 | 0.34 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 352 | -0.28 | 217 | 2.36 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 469 | -1.05 | 289 | 1.40 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 17,585 | -3.41 | 10,846 | 108,350.00 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 65,441 | -1.60 | 40,361 | 0.60 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 1,788 | -5.25 | 1,154 | 1.32 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 831 | -0.95 | 513 | 1.19 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 6,533 | -1.72 | 4,030 | -1.32 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 5,480 | -7.29 | 3,380 | -5.24 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 14,012 | -3.07 | 8,642 | -0.92 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Financial Life Planners | 3,808 | -1.88 | 2,349 | 0.30 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 13,736 | -0.52 | 8,472 | 1.69 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 1,840 | -0.22 | 1,135 | 1.98 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 9,707 | -0.03 | 5,987 | 2.20 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 2,157 | -1.46 | 1,330 | 0.76 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 15,027 | -7.38 | 9,268 | -5.30 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10,572 | -2.40 | 6,520 | -0.21 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 343 | -8.04 | 212 | -6.22 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 1,452 | -3.84 | 896 | -1.65 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 3,985 | -12.30 | 2,458 | -10.36 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 2,013 | -2.14 | 1,242 | 0.08 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 49,887 | -6.15 | 31 | -6.25 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 1,507 | -0.40 | 929 | 1.86 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 400 | -17.36 | 247 | -15.75 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 1,008 | -7.44 | 614 | -6.40 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 2,836 | -12.01 | 1,749 | -10.03 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 2,906 | -1.12 | 1,792 | 1.07 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 54,342 | -0.35 | 33,557 | 2.47 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,065 | -0.93 | 657 | 1.23 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 1,860 | -21.68 | 1,147 | -19.96 | ||||
| 2026-01-23 | 13F | Aldebaran Financial Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 422 | -36.06 | 260 | -34.67 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 37,076 | -1.72 | 22,867 | 0.47 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Emprise Bank | 2,096 | -1.18 | 1,293 | 1.02 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 8,298 | -2.47 | 5,118 | -0.66 | ||||
| 2026-05-12 | 13F | Creative Planning | 248,681 | -10.08 | 153,377 | -8.07 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 3,783 | -7.51 | 2,333 | -5.47 | ||||
| 2026-05-15 | 13F | Quarry LP | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 49,152 | -1.54 | 30 | 0.00 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 18,185 | -1.78 | 11,216 | 0.41 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,301 | -0.22 | 27,323 | 2.01 | ||||
| 2026-04-29 | 13F | Mirae Asset Securities (usa) Inc. | 83,318 | -25.03 | 51,387 | -23.35 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 8,550 | -0.18 | 5,273 | 2.07 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 3 | -99.93 | 2 | -99.96 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 171 | -15.35 | 105 | -13.22 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 342 | -6.30 | 211 | -4.09 | ||||
| 2026-04-28 | 13F | St. Johns Investment Management Company, LLC | 3,866 | -2.69 | 2,384 | -0.50 | ||||
| 2026-02-17 | 13F | Moore Capital Management, Lp | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 116,109 | -0.31 | 70,046 | 0.91 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1,084 | -26.71 | 669 | -25.11 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 18,311 | -6.40 | 11,293 | -4.31 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 2,318 | -1.82 | 1,430 | 0.35 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 163,404 | -6.33 | 100,781 | -4.24 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 683 | -41.37 | 421 | -40.03 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Maseco Llp | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1,049 | -2.15 | 647 | 0.00 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 1,559 | -46.15 | 962 | -44.90 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 41,532 | -35.44 | 25,615 | -33.99 | ||||
| 2026-05-07 | 13F | Prescott Group Capital Management, L.l.c. | 10,342 | -43.36 | 6,379 | -42.10 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 571 | -10.22 | 352 | -8.09 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 548 | -0.36 | 338 | 1.81 | ||||
| 2026-05-06 | 13F | Tandem Wealth Advisors LLC | 40,661 | -1.54 | 25,078 | -1.55 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 6,012 | -0.12 | 3,708 | 2.09 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 3,546 | -0.11 | 2,187 | 2.10 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 20 | -20.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 2,494 | -1.11 | 1,538 | 1.12 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6,282 | -9.40 | 3,874 | -7.39 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 1,400 | -1.06 | 863 | 1.17 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 1,764 | -0.06 | 1,088 | 2.16 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 18,190 | -2.06 | 11,219 | 0.13 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 3,677 | -0.89 | 2,268 | 1.34 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 8,540 | -16.41 | 5,267 | -14.52 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 5,159 | -0.12 | 3,182 | 2.12 | ||||
| 2026-02-13 | 13F | Walleye Trading LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6,054 | -1.08 | 3,734 | 1.11 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 7,721 | -3.55 | 4,762 | -1.39 | ||||
| 2026-02-02 | 13F | Pachira Investments Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 325 | -7.67 | 200 | -5.66 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 44,274 | -2.95 | 27,306 | -0.78 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 570 | -0.35 | 352 | 1.74 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-08 | 13F | Gillespie Robinson & Grimm Inc | 575 | -10.85 | 355 | -9.00 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 730 | -7.48 | 450 | -5.26 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 819 | -1.68 | 507 | 0.40 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 2,457 | -9.97 | 1,516 | -7.96 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 26,012 | -1.26 | 16,043 | 0.94 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 7,916 | -1.47 | 4,882 | 0.74 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 1,156 | -0.43 | 713 | 1.71 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16,073 | -1.23 | 9,913 | 0.98 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 697 | -1.27 | 430 | 0.70 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 12,353 | -4.31 | 7,619 | -0.97 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 77 | -27.36 | 50 | -26.87 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 12,125 | -3.36 | 7,478 | -1.20 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 2,571 | -0.77 | 1,585 | 1.41 | ||||
| 2026-02-13 | 13F/A | Texas Permanent School Fund | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 813 | -3.67 | 501 | -1.57 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 578 | -2.36 | 356 | -0.28 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 576 | -0.35 | 355 | 2.01 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 823 | -1.79 | 508 | 0.40 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 1,349 | -1.17 | 832 | 1.09 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 67,864 | -0.19 | 41,856 | 2.04 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 57,054 | -1.88 | 35,189 | 0.31 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 489 | -2.98 | 302 | -0.99 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 22,356 | -0.58 | 13,788 | 1.64 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 2 | -75.00 | 1 | -75.00 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 3,368 | -10.26 | 2,077 | -8.26 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 2,480 | -4.14 | 1,530 | -1.99 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 452 | -0.88 | 279 | 1.09 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 2,108 | -0.38 | 1,301 | 1.88 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 3,311 | -49.23 | 2,042 | -48.08 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 5,344 | -2.80 | 3,556 | 7.24 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 62 | -3.12 | 38 | 0.00 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 1,101 | -3.76 | 679 | -1.59 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 3,063 | -1.92 | 1,889 | 0.27 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 16,286 | -2.18 | 10,045 | 0.00 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 4,971 | -0.14 | 3,066 | 2.06 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 5,738 | -2.25 | 3,571 | -1.76 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 580 | -3.01 | 357 | -0.83 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 304,162 | -17.93 | 182,202 | -18.51 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 11,148 | -1.67 | 6,876 | 0.53 | ||||
| 2026-04-15 | 13F | Renaissance Investment Group LLC | 1,387 | -12.93 | 855 | -11.03 | ||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 1,004 | -34.25 | 619 | -32.72 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 702 | -20.14 | 433 | -18.49 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 19,167 | -4.44 | 11,821 | -2.31 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 5,856 | -11.12 | 3,612 | -9.13 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 855 | -2.06 | 1 | |||||
| 2026-05-13 | 13F | Davis R M Inc | 6,800 | -0.10 | 4,204 | 2.36 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 10,228 | -0.92 | 6,308 | 1.30 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 2,023 | -19.79 | 1,248 | -18.01 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 336 | -1.75 | 207 | 0.49 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 14,362 | -1.41 | 8,858 | 0.79 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 584 | -1.35 | 360 | 0.84 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5,142 | -8.78 | 3,172 | -6.74 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 1,144 | -1.12 | 706 | 1.15 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 7,007 | -4.37 | 4,322 | -2.24 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Keystone Financial Group | 6,364 | -1.41 | 4,042 | 3.80 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 3,887 | -1.57 | 2,397 | 0.63 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 549 | -53.24 | 339 | -36.94 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 3,428 | -0.64 | 2,114 | 1.59 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 700 | -0.28 | 432 | 1.89 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 439 | -5.59 | 271 | -3.57 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7,378 | -11.25 | 4,550 | -9.27 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 10,715 | -5.08 | 6,608 | -2.97 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 15,390 | -1.09 | 9,492 | 1.12 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 665 | -60.53 | 410 | -59.65 | ||||
| 2026-05-05 | 13F | PFG Advisors | 676 | -6.24 | 417 | -4.15 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 43,688 | -1.52 | 26,945 | 0.68 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 1,077 | -0.83 | 664 | 1.37 | ||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 15,902 | -0.48 | 9,808 | 1.74 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 264,073 | -0.43 | 162,870 | 1.80 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 585 | -16.55 | 361 | -14.69 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 511 | -2.48 | 315 | -0.32 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 349 | -19.03 | 215 | -16.99 | ||||
| 2026-02-17 | 13F | Aster Capital Management (DIFC) Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 1,036 | -11.53 | 639 | -9.63 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 2,885 | -22.24 | 1,779 | -20.51 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 1,301 | -10.09 | 802 | -8.03 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 6,453 | -1.86 | 3,980 | 0.33 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 350 | -3.85 | 216 | -1.83 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 336 | -4.00 | 207 | -1.90 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 1,216 | -0.65 | 750 | 1.49 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 2,595 | -1.14 | 1,600 | 1.07 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3,369 | -0.80 | 2,078 | 1.42 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 18,355 | -1.04 | 11,320 | 102,809.09 | ||||
| 2026-05-04 | 13F | Nwam Llc | 1,008 | -54.74 | 622 | -55.23 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 5,745 | -10.00 | 3,543 | -7.97 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 621 | -11.41 | 383 | -9.24 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 1,491 | -53.51 | 920 | -52.48 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 1,061,192 | -1.28 | 654,501 | 0.92 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | United Bank | 858 | -16.29 | 529 | -14.40 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 31,646 | -3.05 | 19,516 | -0.89 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 22,022 | -3.11 | 13,582 | -0.94 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 10,821 | -21.11 | 6,674 | -18.36 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 3,150 | -16.00 | 1,942 | -14.11 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 1,210 | -1.31 | 746 | 2.19 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 9,933 | -2.94 | 6,141 | -0.89 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 3,170 | -16.20 | 1,955 | -14.34 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | McLaughlin Asset Management, Inc. | 3,518 | -0.48 | 2,170 | 1.74 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 14 | -30.00 | 9 | -33.33 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 384 | -18.30 | 237 | -16.61 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 162,619 | -0.62 | 100,297 | 1.60 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 7,556 | -49.44 | 4,660 | -48.31 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 4,864 | -0.67 | 3,000 | 1.52 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 4,547 | -0.07 | 2,804 | 2.15 | ||||
| 2026-02-11 | 13F | Miller Investment Management, LP | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 8,416 | -18.02 | 5,203 | -16.28 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 9,587 | -6.99 | 5,913 | -4.92 | ||||
| 2026-04-30 | 13F | Conning Inc. | 38,022 | -1.49 | 23,450 | 0.71 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1,429 | -4.67 | 881 | -2.54 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 3,157 | -3.19 | 1,947 | -1.02 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3,092 | -1.47 | 1,907 | 0.74 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 722 | -2.56 | 445 | -0.45 | ||||
| 2026-02-17 | 13F | Shapiro Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 7,276 | -0.74 | 4,488 | 1.47 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 3,995 | -6.96 | 2,464 | -4.90 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 955 | -2.95 | 1 | |||||
| 2026-04-21 | 13F | Sunpointe, LLC | 1,780 | -1.39 | 1,098 | 0.55 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 838 | -5.63 | 517 | -3.55 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 9,679 | -3.84 | 5,970 | -1.70 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 14,768 | -43.84 | 9,131 | -42.65 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 9,326 | -0.48 | 5,767 | 1.62 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 11,746 | -0.01 | 7,245 | 2.23 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 15,548 | -5.81 | 9,589 | -3.71 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 393 | -14.19 | 242 | -12.32 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 1,179 | -13.37 | 727 | -11.45 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-02-17 | 13F | Creative Planning | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 9,214 | -0.68 | 5,683 | 1.54 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 15,178 | -0.02 | 9,361 | 2.21 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 2,033 | -0.15 | 1,254 | 2.04 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 345 | -0.29 | 208 | 0.97 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2,845 | -2.87 | 1,754 | -0.74 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 5,848 | -1.42 | 3,607 | 0.78 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 15,209 | -3.31 | 9,380 | -1.15 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 897 | -8.19 | 553 | -6.11 | ||||
| 2026-05-12 | 13F | Providence Financial Advisors, LLC | 4,751 | -8.51 | 2,930 | -6.48 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 969,958 | -1.09 | 598,232 | 1.12 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 19,010 | -2.36 | 11,724 | -0.18 | ||||
| 2026-05-15 | 13F | Black Maple Capital Management LP | 1,500 | -25.00 | 925 | -23.30 | ||||
| 2026-01-05 | 13F | Catherine Avery Investment Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 344 | -8.75 | 212 | -6.61 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 1,142 | -2.56 | 704 | -0.42 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2,560 | -8.47 | 1,579 | -6.46 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 392 | -0.51 | 242 | 1.69 | ||||
| 2026-05-15 | 13F | Basswood Capital Management, L.l.c. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 573 | -0.35 | 354 | 1.72 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 59,247 | -28.91 | 36,541 | -27.32 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 6,011 | -2.58 | 3,707 | -0.40 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 70,521 | -19.94 | 42,544 | 81,715.38 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 10,551 | -1.20 | 6,508 | 1.01 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 41,668 | -0.38 | 25,699 | 1.84 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 993 | -0.70 | 612 | 1.49 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 600 | -5.81 | 370 | -3.65 | ||||
| 2026-05-07 | 13F | Cannon Capital Management, Inc. | 1,691 | -20.27 | 1,043 | -18.45 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 111,398 | -2.10 | 68,706 | 0.09 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 50,341 | -4.03 | 31,048 | -2.08 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 11,906 | -7.56 | 7,779 | 0.12 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 8,999 | -0.35 | 5,550 | 1.87 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 424 | -4.29 | 262 | -2.25 | ||||
| 2026-05-11 | 13F | White Pine Capital Llc | 1,646 | -9.06 | 1,015 | -7.05 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 1,460 | -2.47 | 900 | -0.33 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 3,912 | -13.34 | 2,413 | -11.38 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 2,773 | -0.14 | 2 | 0.00 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 556 | -7.18 | 343 | -5.26 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 3,885 | -3.96 | 2,402 | -1.92 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 5,368 | -3.59 | 3,311 | -1.46 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 8,516 | -1.59 | 5,252 | 0.61 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 840,196 | -0.79 | 518,199 | 1.36 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 34,643 | -61.18 | 21 | -60.38 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 211,706 | -1.22 | 130,575 | 0.99 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 609 | -15.77 | 376 | -13.99 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 700 | -6.67 | 432 | -4.65 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 380 | -11.63 | 234 | -9.65 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 11,328 | -1.85 | 6,987 | 0.33 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 2,069 | -2.41 | 1,276 | -0.23 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 975 | -7.41 | 601 | -5.35 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 16,225 | -2.44 | 10,007 | -0.26 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2,167 | -7.04 | 1,337 | -4.98 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 238 | -99.83 | 147 | 2.10 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 487 | -9.31 | 300 | -7.41 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 448 | -14.34 | 276 | -12.38 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 24 | -55.56 | 15 | -56.25 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 1,433 | -7.49 | 884 | -5.35 | ||||
| 2026-05-14 | 13F | Rodgers Brothers Inc. | 725 | -3.07 | 447 | -0.89 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 325 | -8.45 | 200 | -6.54 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 923 | -54.35 | 569 | -53.32 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 18,509 | -2.34 | 11,416 | -0.16 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 917 | -0.54 | 566 | 1.62 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 13,787 | -1.48 | 8,503 | 0.72 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 1,167 | -6.27 | 720 | -4.26 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 298,766 | -52.82 | 184,144 | -51.80 | ||||
| 2026-05-05 | 13F | Sherry Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 865 | -5.98 | 534 | -3.96 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 9,850 | -0.07 | 6,075 | 2.15 | ||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 4,374 | -0.84 | 2,698 | 1.35 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3,892 | -7.75 | 2,420 | -4.91 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 1,607 | -0.31 | 991 | 1.95 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 2,475 | -10.36 | 1,526 | -8.35 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1,922 | -1.08 | 1,162 | 0.17 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 2,104 | -0.94 | 1 | 0.00 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 4,710 | -2.81 | 2,852 | -1.52 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 857 | -6.24 | 529 | -4.17 | ||||
| 2026-05-07 | 13F | First National Trust Co | 1,010 | -2.79 | 623 | -0.64 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 1,344 | -12.21 | 835 | -10.12 | ||||
| 2026-05-05 | 13F | Progressive Investment Management Corp | 455 | -8.82 | 281 | -6.98 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 650 | -55.81 | 401 | -54.79 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 1,424 | -0.14 | 880 | 1.97 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 1,289 | -39.31 | 795 | -37.94 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 515 | -0.39 | 319 | 1.60 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 699 | -0.43 | 431 | 1.89 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 33,113 | -3.71 | 20,423 | -1.56 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 6,093 | -3.41 | 3,758 | -1.26 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 3,598 | -85.90 | 2,219 | -85.58 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 57,380 | -0.64 | 35,390 | 1.58 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 1,097 | -9.11 | 676 | -7.14 | ||||
| 2026-01-12 | 13F | Accelerate Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Nicollet Investment Management, Inc. | 7,829 | -7.33 | 5 | -20.00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 21,907 | -0.52 | 13,512 | 1.71 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 1,107 | -0.27 | 683 | 1.94 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 699,307 | -0.76 | 431,304 | 1.46 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 35,980 | -0.02 | 22,191 | 2.22 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 3,039 | -1.65 | 1,875 | 0.54 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 846 | -9.13 | 522 | -7.13 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1,175 | -0.84 | 791 | 1.80 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 938 | -29.37 | 581 | -27.86 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 11,886 | -0.36 | 7,331 | 1.88 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Financial Counselors Inc | 450 | -20.77 | 278 | -19.01 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 14,964 | -1.51 | 9,229 | 0.70 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 2,331 | -0.17 | 1 | 0.00 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 946 | -3.17 | 591 | -3.59 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1,008 | -10.08 | 622 | -8.14 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 585 | -2.50 | 353 | -1.12 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 565 | -4.24 | 348 | -1.97 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 904 | -38.59 | 545 | -37.86 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 5,885 | -0.14 | 3,630 | 2.08 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 3,561 | -98.58 | 2 | -98.68 | ||||
| 2026-02-13 | 13F | Walleye Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 722 | -4.12 | 445 | -1.98 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 582 | -4.90 | 359 | -2.98 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 1,671 | -7.42 | 1,031 | -5.33 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 2,513 | -0.79 | 1,550 | 1.37 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 6,786 | -3.79 | 4,185 | -1.62 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 3,674 | -0.19 | 2,266 | 2.03 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 521 | -8.27 | 321 | -6.14 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 16,948 | -1.88 | 10,453 | 0.32 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1,410 | -0.42 | 870 | 1.76 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 7,936 | -15.87 | 4,895 | -13.99 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 3,028 | -24.43 | 1,868 | -22.76 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 7,737 | -12.40 | 4,772 | -10.45 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 23 | -20.69 | 0 | |||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 1,354 | -0.66 | 835 | 1.58 | ||||
| 2026-05-04 | 13F/A | Ghe, Llc | 949 | -20.92 | 585 | -19.09 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 63,739 | -1.96 | 39,312 | 0.23 | ||||
| 2026-05-14 | 13F | Natixis | 101 | -64.06 | 62 | -63.31 |
