Propriedade Institucional e de Fundos - Vendedores
Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Pfc Capital Group, Inc. | 4,976 | -6.27 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 178,616 | -6.54 | 4,483 | -10.57 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 21,228 | -1.78 | 557 | 0.18 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 151,758 | -0.82 | 3,809 | -5.08 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 1,086,268 | -8.02 | 27,265 | -11.98 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 85,169 | -7.46 | 2 | 0.00 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 17,971 | -6.64 | 451 | -10.52 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | JustInvest LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Libra Wealth Llc | 711,919 | -3.21 | 17,869 | -7.38 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 48,096 | -13.51 | 1,207 | -17.22 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 71,391 | -4.70 | 1,792 | -8.81 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 27,492 | -0.55 | 721 | 1.55 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 140,025 | -11.75 | 3,515 | -15.55 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 421,975 | -0.89 | 10,592 | -5.16 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 847,358 | -1.07 | 23,396 | 4.14 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 119,573 | -8.58 | 3,001 | -13.22 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 1,428 | -11.91 | 36 | -16.67 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 146,331 | -2.40 | 3,673 | -6.61 | ||||
| 2026-05-12 | 13F | Axos Invest Inc. | 69,850 | -25.18 | 1,753 | -28.39 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 9,808 | -0.35 | 246 | -4.65 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 8,559 | -18.50 | 215 | -22.18 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 38,410 | -14.94 | 964 | -18.58 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 22,860 | -3.97 | 1 | |||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 1,629,524 | -0.56 | 40,901 | -4.85 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 4,795 | -30.09 | 120 | -32.96 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 118,319 | -56.16 | 2,970 | -58.06 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 69,642 | -6.02 | 1,748 | -10.04 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 302,522 | -0.27 | 7,593 | -4.56 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 858,181 | -1.59 | 21,540 | -5.83 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 80,625 | -37.68 | 2,115 | -36.44 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 84,982 | -2.98 | 2,133 | -7.14 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 94,111 | -2.33 | 2,362 | -6.53 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 179,107 | -0.10 | 4,496 | -4.40 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 240,219 | -0.19 | 6,030 | -4.48 | ||||
| 2026-02-05 | 13F | Isthmus Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | LRI Investments, LLC | 668 | -50.00 | 17 | -54.29 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 195,740 | -0.82 | 4,913 | -5.08 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 3,685 | -32.31 | 92 | -35.21 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 76,678 | -0.78 | 1,925 | -5.08 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Aurora Investment Managers, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 142,838 | -1.49 | 3,585 | -5.73 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 137,776 | -0.28 | 3,458 | -4.55 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 31,470 | -0.13 | 790 | -4.48 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 938,323 | -14.86 | 24 | -17.86 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 11,376 | -0.31 | 286 | -4.68 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 139 | -87.01 | 3 | -89.29 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 16,606 | -0.90 | 417 | -5.24 | ||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 2,591,924 | -0.23 | 65,057 | -4.53 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 10,853 | -4.40 | 272 | -8.42 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 5,353,704 | -7.86 | 134,378 | -11.83 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 13,086 | -1.02 | 328 | -5.20 | ||||
| 2026-05-13 | 13F | Northern Capital Management, Inc. | 29,119 | -27.91 | 731 | -31.07 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 98,358 | -1.10 | 2,469 | -5.37 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 48,605 | -6.57 | 1,220 | -10.63 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 179,491 | -6.16 | 4,505 | -10.21 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 14,334 | -39.63 | 360 | -42.28 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 1,727 | -26.82 | 43 | -29.51 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 102,885 | -10.23 | 2,582 | -14.11 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 14,625 | -37.39 | 367 | -40.03 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 93,707 | -2.97 | 2,352 | -7.15 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 242,200 | -0.84 | 6,079 | -5.12 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 74,975 | -46.51 | 1,882 | -48.83 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 12,900 | -0.39 | 324 | -4.72 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 19,554 | -22.77 | 491 | -26.20 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Key Capital Management, INC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 19,431 | -3.42 | 488 | -7.59 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 557,051 | -71.15 | 13,982 | -72.39 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 14,944 | -0.38 | 0 | |||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 26,065 | -1.73 | 654 | -5.90 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 164,514 | -0.16 | 4 | 0.00 | ||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 41,751 | -0.63 | 1,048 | -5.33 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 668,407 | -9.29 | 17 | -15.79 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 222,657 | -2.09 | 5,589 | -6.30 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 132,205 | -3.90 | 3,318 | -8.04 | ||||
| 2026-05-07 | 13F | Richard Young Associates, Ltd. | 8,770 | -17.73 | 220 | -21.15 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 8,645 | -7.00 | 217 | -11.11 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 177,609 | -26.39 | 4,458 | -29.58 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 4,047,483 | -4.47 | 101,592 | -8.59 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2,320,383 | -16.41 | 56,761 | -23.42 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 150,176 | -1.87 | 4 | -25.00 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 164,981 | -15.40 | 4,141 | -19.04 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 42,928 | -2.37 | 1,077 | -6.59 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 544,064 | -2.98 | 14 | -7.14 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 563,390 | -39.10 | 14,141 | -41.73 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 10,620 | -81.07 | 267 | -81.92 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 138,988 | -2.37 | 3,489 | -6.59 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Red Tortoise LLC | 98,340 | -3.75 | 2,468 | -7.91 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 89,306 | -1.18 | 2,242 | -5.44 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 7,849 | -4.86 | 197 | -8.80 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Indivisible Partners | 92,333 | -1.53 | 2,318 | -5.77 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1,195,358 | -5.67 | 29,155 | -12.29 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 106,830 | -21.37 | 2,681 | -24.75 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Souders Financial Advisors | 79,638 | -12.14 | 1,999 | -15.94 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 12,239 | -0.14 | 307 | -4.36 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 9,566 | -3.72 | 240 | -7.69 | ||||
| 2026-04-22 | 13F | Avalon Advisory Group | 155,123 | -1.70 | 3,894 | -5.94 | ||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 134,476 | -3.74 | 3,375 | -7.89 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 67,263 | -1.17 | 1,688 | -5.43 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 97,029 | -0.00 | 2,435 | -4.32 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 118,898 | -0.68 | 2,984 | -4.97 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 311,043 | -4.73 | 7,807 | -8.83 | ||||
| 2026-02-10 | 13F | Archvest Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 43,780 | -3.91 | 1,099 | -8.12 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 173,548 | -1.06 | 4,356 | -5.30 | ||||
| 2026-04-08 | 13F | Exchange Bank | 76,500 | -0.78 | 1,920 | -5.04 | ||||
| 2026-04-28 | 13F | Clay Northam Wealth Management, LLC | 21,521 | -5.07 | 540 | -9.09 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 365,023 | -52.50 | 9,162 | -54.54 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 74,021 | -0.55 | 1,858 | -4.87 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 26,972 | -15.36 | 677 | -19.04 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 9,703 | -0.39 | 244 | -4.71 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 46,720 | -0.43 | 1,173 | -4.72 | ||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 23,798 | -17.74 | 597 | -21.24 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 597,421 | -1.26 | 14,995 | -5.51 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 131,906 | -7.93 | 3,311 | -11.92 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 343,298 | -2.49 | 8,617 | -6.69 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 62,541 | -5.72 | 1,570 | -7.98 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 324,037 | -0.71 | 8,133 | -4.99 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 9,253 | -4.41 | 232 | -8.30 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 123,751 | -10.05 | 3,106 | -13.91 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 734,966 | -0.75 | 18,448 | -5.03 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 42,278 | -15.05 | 1,061 | -18.70 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 2,711,077 | -0.58 | 68,048 | -4.86 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1,681,293 | -0.61 | 42,200 | -4.89 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 12,286 | -1.75 | 308 | -5.81 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 10,305 | -5.07 | 259 | -9.15 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 22,489 | -0.71 | 564 | -5.05 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 54,920 | -1.51 | 1,378 | -5.75 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 10,431 | -12.23 | 262 | -16.08 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 29,926 | -1.80 | 751 | -6.01 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 29,033 | -3.12 | 729 | -7.38 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 9,339 | -2.39 | 234 | -6.40 | ||||
| 2026-04-16 | 13F | Financial Designs Corp | 112,423 | -4.00 | 2,822 | -8.14 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 1,282,088 | -3.79 | 32,180 | -7.93 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 10,094 | -7.72 | 253 | -11.54 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 85,557 | -0.46 | 2,147 | -4.75 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 12,232 | -5.30 | 307 | -9.17 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 18,061 | -3.09 | 453 | -7.17 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 777,734 | -2.54 | 19,521 | -6.73 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 4,230 | -5.62 | 106 | -9.40 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Essex LLC | 94,306 | -0.20 | 2,367 | -4.48 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 145,818 | -0.35 | 3,660 | -4.64 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 62,979 | -7.11 | 1,581 | -11.14 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 23,964 | -5.06 | 601 | -9.21 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 35,136 | -1.19 | 882 | -5.47 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 539,117 | -2.96 | 13,532 | -7.14 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 66,985 | -35.16 | 1,681 | -37.95 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 56,582 | -2.40 | 1,420 | -6.58 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 434,927 | -2.86 | 10,917 | -7.05 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3,194,228 | -0.57 | 80,175 | -4.85 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 54,723 | -16.30 | 1,374 | -19.89 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 725,195 | -0.23 | 20,102 | 5.44 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 192,268 | -3.55 | 4,826 | -7.71 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 61,451 | -8.60 | 1,542 | -12.54 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 14,330 | -1.98 | 360 | -6.27 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 17,818 | -1.57 | 447 | -5.70 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 63,496 | -0.15 | 1,594 | -4.50 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 27,797 | -3.89 | 698 | -8.05 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 302,141 | -39.37 | 7,584 | -41.99 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 20,054 | -10.72 | 503 | -14.60 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 37,510 | -1.43 | 941 | -7.84 | ||||
| 2026-02-11 | 13F | Babb Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 109,319 | -5.01 | 2,744 | -9.11 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 6 | -99.74 | 0 | -100.00 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 21,127 | -51.47 | 530 | -53.55 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 40,541 | -3.24 | 1 | 0.00 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Quent Capital, LLC | 4,695 | -2.98 | 118 | -7.14 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 10,346 | -0.30 | 260 | -4.78 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 98,628 | -18.67 | 2,476 | -22.17 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 4,607,337 | -2.38 | 115,644 | -6.58 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 228,098 | -0.78 | 5,725 | -5.04 | ||||
| 2026-04-13 | 13F | Bnc Wealth Management, Llc | 29,423 | -2.84 | 739 | -7.05 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 15,655 | -2.42 | 0 | |||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 11,764 | -1.79 | 295 | -6.05 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 288,872 | -1.62 | 7,251 | -5.86 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 394,974 | -1.41 | 9,914 | -5.66 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 126,874 | -0.42 | 3,185 | -4.70 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1,715,693 | -3.56 | 43 | -6.52 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 11,911 | -6.57 | 299 | -10.78 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 1,583,312 | -0.86 | 39,741 | -5.13 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 9,304 | -0.61 | 234 | -4.90 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 16,556 | -62.77 | 416 | -64.41 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 57,176 | -0.17 | 1,435 | -4.46 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 208,779 | -6.32 | 5,220 | -12.56 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 62,923 | -4.45 | 1,579 | -8.57 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 415,718 | -37.27 | 10,518 | -39.50 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 64,223 | -1.70 | 1,612 | -5.90 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 138,452 | -19.14 | 3,511 | -20.24 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 120,443 | -0.11 | 3,023 | -4.40 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 8,732 | -46.99 | 240 | -45.68 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 450,978 | -23.50 | 11,320 | -26.79 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 149,600 | -0.52 | 3,755 | -4.82 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 370,187 | -1.45 | 9,292 | -5.69 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 95,262 | -0.47 | 2,391 | -4.74 | ||||
| 2026-04-22 | 13F | Motco | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 12,335 | -26.52 | 310 | -29.77 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 142,910 | -27.46 | 3,587 | -30.58 | ||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 44,647 | -49.16 | 1,171 | -48.12 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 853,890 | -2.16 | 21,433 | -6.37 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 404,680 | -0.91 | 10,157 | -5.18 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 145,657 | -6.28 | 3,656 | -10.33 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 9,942 | -0.09 | 250 | -4.60 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 46,980 | -6.00 | 1,179 | -10.00 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 20,658 | -4.83 | 519 | -8.96 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 33,157 | -0.38 | 832 | -4.59 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 178,494 | -7.32 | 4,480 | -11.30 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 67,120 | -6.02 | 1,761 | -4.14 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 474,496 | -0.24 | 11,910 | -4.54 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 2,531,564 | -5.11 | 63,542 | -9.20 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 17,528 | -0.57 | 440 | -4.98 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 179,109 | -0.07 | 4,496 | -4.38 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 239,383 | -3.50 | 6,009 | -7.65 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Adviser Investments LLC | 104,195 | -0.55 | 2,615 | -4.84 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 8,165,499 | -1.39 | 205 | -5.99 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 30,465 | -1.55 | 817 | -1.21 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 14,361 | -0.40 | 377 | 4.74 | ||||
| 2026-04-16 | 13F | Asset Advisors Investment Management, LLC | 2,762,273 | -1.67 | 69,333 | -5.91 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Apriem Advisors | 404,757 | -0.08 | 10,159 | -4.39 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 110,549 | -4.65 | 2,775 | -8.75 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 5,579 | -37.38 | 140 | -39.91 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 30,502 | -9.13 | 766 | -13.07 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 343,642 | -0.92 | 8,625 | -5.19 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 8,131 | -1.09 | 0 | |||||
| 2026-05-07 | 13F | REDW Wealth LLC | 61,041 | -0.20 | 1,532 | -4.49 | ||||
| 2026-05-14 | 13F | Broadleaf Partners, LLC | 19,968 | -17.41 | 501 | -20.98 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 37,257 | -0.06 | 935 | -4.30 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 187,051 | -1.32 | 4,695 | -5.59 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 297,019 | -17.57 | 7,455 | -21.12 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 180,295 | -3.06 | 4,525 | -7.24 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 1,266,881 | -0.52 | 31,799 | -4.81 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 26,981 | -0.09 | 677 | -4.38 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 13,434 | -1.78 | 337 | -5.87 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 298,432 | -0.73 | 7,491 | -5.01 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 50,089 | -1.81 | 1,257 | -6.05 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Iron Financial, LLC | 23,441 | -0.42 | 588 | -4.70 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 34,948 | -3.11 | 877 | -7.29 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 12,152 | -2.46 | 305 | -6.44 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 189,097 | -1.61 | 4,746 | -5.85 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 57,384 | -14.19 | 1,440 | -17.90 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 2,672,115 | -16.05 | 67,070 | -19.67 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 452,615 | -19.37 | 11,361 | -22.84 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 9,445 | -31.56 | 237 | -34.35 | ||||
| 2026-05-14 | 13F | Betterment LLC | 15,717,854 | -2.71 | 395 | -6.86 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 88,047 | -7.49 | 2,210 | -11.50 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 755,449 | -43.30 | 18,962 | -45.74 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 47,569 | -32.79 | 1,194 | -35.72 | ||||
| 2026-04-06 | 13F | CX Institutional | 83,701 | -34.68 | 2 | -33.33 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 16,074 | -5.56 | 403 | -9.64 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 125,345 | -0.16 | 3,146 | -4.43 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 34,988 | -13.64 | 878 | -17.33 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 485,549 | -9.00 | 12,187 | -12.92 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 269,924 | -24.30 | 6,775 | -27.56 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 12,945 | -1.97 | 325 | -6.36 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 103,002 | -3.58 | 2,512 | -10.35 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 2,451,793 | -3.96 | 64,360 | -3.89 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 989 | -24.21 | 25 | -29.41 | ||||
| 2026-01-26 | 13F | Courage Miller Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 14,689 | -2.51 | 369 | -6.84 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 120,480 | -0.22 | 3,024 | -4.52 | ||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 40,168 | -5.13 | 1,008 | -9.19 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 18,090 | -16.62 | 454 | -20.21 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 55,361 | -2.69 | 1,390 | -6.90 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 84,469 | -22.68 | 2,120 | -26.00 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 16,225 | -4.51 | 426 | -6.59 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 132,596 | -14.41 | 3,328 | -18.09 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 48,348 | -21.56 | 1,214 | -24.94 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 11,038 | -3.49 | 281 | -8.20 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 174,471 | -8.36 | 4,379 | -12.30 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 90,582 | -31.34 | 2,274 | -34.31 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 27,885 | -33.65 | 700 | -36.57 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 40,451 | -8.80 | 1,015 | -12.73 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 37,597 | -7.29 | 1,029 | -3.20 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 150,638 | -0.24 | 3,781 | -4.52 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 24,139 | -16.66 | 606 | -20.29 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 8,979 | -4.22 | 225 | -8.16 | ||||
| 2026-01-12 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 17,352 | -2.04 | 436 | -6.25 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 178,226 | -0.43 | 4,473 | -4.73 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 15,813 | -1.43 | 397 | -5.71 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 16,563 | -12.66 | 416 | -16.50 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 951,961 | -5.06 | 23,894 | -9.14 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 9,967 | -37.78 | 250 | -40.48 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 58,228 | -12.37 | 1,462 | -16.13 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 1,022,101 | -3.30 | 25,655 | -7.47 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 31,824 | -0.34 | 799 | -4.66 | ||||
| 2026-05-13 | 13F | Quantum Capital Management, LLC / NJ | 7,417 | -8.31 | 186 | -12.26 | ||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 27,829 | -0.41 | 699 | -4.64 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 29,090 | -9.37 | 730 | -13.20 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 34,414 | -1.20 | 864 | -5.48 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 184,252 | -8.68 | 4,625 | -12.62 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 871 | -37.79 | 22 | -41.67 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 191,976 | -1.14 | 4,819 | -5.40 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 10,171 | -10.47 | 255 | -14.14 | ||||
| 2026-05-18 | 13F | Wilson & Boucher Capital Management, LLC | 260,175 | -0.43 | 6,530 | -4.73 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 709,503 | -1.20 | 17,809 | -5.45 | ||||
| 2026-05-05 | 13F | Ashford Advisors, LLC | 529,754 | -8.24 | 14,050 | -7.22 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 802,522 | -2.94 | 20,151 | -7.08 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 6,264 | -8.73 | 157 | -12.78 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 9,480 | -15.43 | 238 | -19.39 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 38,893 | -0.30 | 976 | -4.59 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 109,528 | -1.18 | 2,749 | -5.44 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 85,074 | -1.17 | 2,135 | -5.41 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 47,712 | -2.60 | 1,198 | -6.78 | ||||
| 2026-05-05 | 13F | PFG Advisors | 131,861 | -2.73 | 3,310 | -6.92 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 125,363 | -1.96 | 3,147 | -6.20 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 23,521 | -9.24 | 590 | -13.11 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 100,725 | -47.09 | 2,528 | -49.37 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 533,182 | -1.53 | 13,383 | -5.77 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 35,440 | -1.16 | 890 | -5.43 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 3,426,829 | -0.16 | 86,013 | -4.46 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 911,755 | -0.15 | 22,885 | -4.45 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Sentinus, LLC | 698,473 | -10.19 | 17,532 | -14.06 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 12,796 | -11.92 | 321 | -15.75 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 1,160,640 | -0.55 | 29,132 | -4.84 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,103,831 | -13.35 | 27,706 | -17.08 | ||||
| 2026-04-30 | 13F | Warm Springs Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 16,831 | -0.36 | 470 | 3.75 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 67,823 | -2.03 | 1,702 | -6.23 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 1,192,008 | -0.02 | 29,919 | -4.33 | ||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 157,971 | -0.72 | 3,965 | -4.98 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 103,638 | -5.41 | 2,601 | -9.47 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 4,693 | -9.63 | 118 | -13.97 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 24,183 | -0.92 | 607 | -5.31 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 58,964 | -2.57 | 1,480 | -6.81 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 480,277 | -4.05 | 12,055 | -8.19 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 799,554 | -0.68 | 20,069 | -4.95 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 1,097,551 | -1.71 | 27,549 | -5.95 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 106,928 | -3.43 | 2,684 | -7.61 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 1,074,823 | -4.99 | 26,978 | -9.08 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 35,500 | -2.00 | 891 | -6.21 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 69,952 | -1.48 | 1,756 | -5.75 | ||||
| 2026-05-04 | 13F | NBZ Investment Advisors LLC | 305,630 | -2.21 | 7,671 | -6.42 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 11,700 | -22.00 | 294 | -25.45 | |||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 36,623 | -4.82 | 919 | -8.92 | ||||
| 2026-04-20 | 13F | Dock Street Asset Management Inc | 12,053 | -17.18 | 303 | -20.73 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 791,488 | -2.72 | 19,866 | -6.92 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 439,073 | -6.41 | 11,021 | -10.44 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 35,500 | -2.00 | 891 | -6.21 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 182,953 | -4.41 | 4,592 | -8.53 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 602,540 | -13.50 | 15,124 | -17.23 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 67,978 | -0.96 | 1,783 | 1.08 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 38,954 | -3.29 | 978 | -7.48 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 68,702 | -2.67 | 1,724 | -6.86 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 210,351 | -5.93 | 5,280 | -9.99 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 102,795 | -0.49 | 2,580 | -4.76 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 181,793 | -1.62 | 4,563 | -5.86 | ||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | 76,428 | -27.31 | 1,918 | -30.43 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 27,072 | -1.37 | 680 | -5.56 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Strategic Equity Management | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 35,218 | -7.08 | 884 | -11.17 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 18,556 | -4.56 | 466 | -8.64 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 99,349 | -1.76 | 2,494 | -6.00 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 323,503 | -1.25 | 8,120 | -5.51 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 326,964 | -18.72 | 8,207 | -22.23 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 504,798 | -15.21 | 12,670 | -18.86 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 238,661 | -1.06 | 5,990 | -5.33 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 299,117 | -2.43 | 7,508 | -6.64 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 200,538 | -2.42 | 5,033 | -6.62 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Marex Group plc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 135,029 | -0.93 | 3,389 | -5.18 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 817,754 | -6.93 | 20,526 | -10.94 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 30,457 | -0.26 | 764 | -4.50 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 83,157 | -0.55 | 2,087 | -4.83 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 158,011 | -3.62 | 3,966 | -7.77 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 88,060 | -0.35 | 2,210 | -4.62 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 52,556,138 | -1.88 | 1,319,159 | -6.11 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 55,366 | -0.55 | 1,390 | -4.86 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 570,329 | -0.07 | 14,298 | -4.46 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 82,841 | -9.95 | 2,079 | -13.81 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 114,088 | -2.22 | 2,864 | -6.44 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 1,108,104 | -0.27 | 27,813 | -4.57 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 25,944 | -1.58 | 651 | -5.79 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 21,795 | -1.68 | 547 | -5.85 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 16,681 | -3.62 | 419 | -7.73 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 174,184 | -8.49 | 4,372 | -5.61 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 365,380 | -11.82 | 9,171 | -15.61 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 9,852 | -47.40 | 280 | -43.18 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 179,198 | -7.27 | 4,498 | -11.27 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 1,130 | -2.67 | 30 | 0.00 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 16,255 | -4.62 | 408 | -8.72 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 578,083 | -4.04 | 14,510 | -8.18 | ||||
| 2026-05-08 | 13F | Guardian Wealth Management, Inc. | 44,173 | -20.35 | 1,109 | -23.80 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 79,668 | -6.04 | 2,000 | -10.12 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 12,768 | -0.02 | 320 | -4.19 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 25,655 | -4.71 | 644 | -8.92 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8,304 | -57.32 | 208 | -59.22 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 1,173,635 | -1.65 | 29,458 | -5.88 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 25,109 | -2.91 | 630 | -5.12 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Put | 28,200 | -23.99 | 821 | -32.15 | |||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 15,790 | -14.35 | 426 | -11.80 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 88,190 | -0.09 | 2,214 | -4.41 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 60,315 | -2.91 | 1,582 | -0.94 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 12,689 | -3.06 | 318 | -7.29 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 37,466 | -75.70 | 940 | -76.76 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 32,405 | -5.99 | 813 | -10.07 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 101,737 | -2.11 | 2,554 | -6.35 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 22,871 | -1.68 | 574 | -5.90 | ||||
| 2026-04-28 | 13F | Blue Sky Capital Consultants Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 6,595,221 | -1.40 | 165,540 | -5.64 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Put | 5,100 | -22.73 | 166 | -20.95 | |||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 16,737 | -0.13 | 420 | -4.33 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 105,459 | -5.04 | 2,647 | -9.10 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 7,505 | -0.21 | 188 | -4.57 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 32,780 | -1.17 | 823 | -5.52 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | AF Advisors, Inc. | 20,749 | -22.97 | 521 | -26.35 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 22,780 | -2.28 | 572 | -6.55 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 18,564 | -1.29 | 466 | -5.68 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 1,060,992 | -6.80 | 26,631 | -10.82 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 6,797 | -54.73 | 171 | -56.74 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 122,074 | -0.07 | 3,064 | -4.37 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 133,214 | -7.64 | 3,494 | -5.77 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 236,804 | -0.72 | 5,944 | -5.00 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 109,644 | -11.79 | 2,876 | -10.02 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 1,118,297 | -0.56 | 28,069 | -4.84 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 218,927 | -2.04 | 5,495 | -6.26 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 85,987 | -1.48 | 2,158 | -5.72 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 14,030 | -96.19 | 352 | -4.09 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 45,532 | -0.42 | 1,143 | -4.75 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 15,908 | -3.69 | 399 | -7.85 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 26,552 | -19.43 | 666 | -24.40 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 157,286 | -14.97 | 3,948 | -18.64 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 11,055 | -3.31 | 277 | -7.36 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 10,846 | -21.51 | 0 | |||||
| 2026-05-08 | 13F | Glenview Trust Co | 8,235 | -22.11 | 207 | -25.63 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 1,804,465 | -0.14 | 45,292 | -4.44 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 25,969 | -6.93 | 1 | |||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 28,940 | -2.45 | 726 | -6.68 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 286,681 | -2.60 | 7,196 | -6.80 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 19 | -5.00 | 0 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 355,039 | -13.17 | 8,911 | -16.91 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 104,394 | -9.94 | 2,620 | -13.82 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 155,835 | -10.04 | 3,911 | -13.91 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 236,587 | -6.12 | 5,938 | -10.15 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 91,489 | -3.90 | 2,296 | -8.05 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 13,687 | -31.23 | 344 | -34.29 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Main Management LLC | 9,660 | -7.89 | 0 | |||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 907 | -9.84 | 23 | -15.38 | ||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 179,621 | -3.69 | 4,508 | -7.85 | ||||
| 2026-04-30 | 13F | Socha Financial Group, LLC | 760,520 | -4.88 | 19,089 | -8.98 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 24,003 | -11.72 | 602 | -15.57 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 32,553 | -4.52 | 817 | -8.61 | ||||
| 2026-05-12 | 13F | Creative Planning | 3,197,065 | -16.04 | 80,246 | -19.65 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 63,216 | -25.89 | 1,587 | -29.10 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 446,978 | -0.81 | 11,219 | -5.08 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 19,799 | -0.20 | 497 | -4.62 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 187,528 | -2.24 | 4,707 | -6.46 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 7,924 | -70.56 | 199 | -71.95 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 23,325 | -20.99 | 663 | -5.83 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 69,915 | -7.67 | 1,755 | -12.39 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 22,263 | -0.99 | 559 | -5.26 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 15,006 | -0.28 | 377 | -4.57 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Towercrest Capital Management | 404,680 | -0.91 | 10,157 | -5.18 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 1,138,014 | -1.01 | 28,564 | -5.27 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 27,260 | -18.92 | 684 | -22.36 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 105,412 | -0.11 | 2,646 | -4.41 | ||||
| 2026-05-13 | 13F | Somerset Group LLC | 14,032 | -8.82 | 385 | -6.11 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 34,357 | -1.00 | 862 | -5.27 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 333,058 | -0.48 | 8,360 | -4.76 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 394,390 | -2.90 | 9,899 | -7.08 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 14,080 | -3.10 | 353 | -7.35 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 130,116 | -23.64 | 3,266 | -26.94 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 492,278 | -2.43 | 12,356 | -6.63 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 182,454 | -0.61 | 4,580 | -4.90 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 10,354 | -0.27 | 260 | -4.78 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 50,005 | -10.64 | 1,424 | -4.30 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 112,886 | -2.78 | 2,833 | -6.96 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 10,179 | -8.77 | 256 | -12.67 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 171,600 | -40.83 | 4,307 | -43.37 | |||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 614,671 | -0.07 | 15,428 | -4.38 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 373,629 | -0.00 | 9,378 | -4.31 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 45,999 | -2.87 | 1,155 | -7.09 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 10,750 | -0.01 | 270 | -4.27 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 51,316 | -4.15 | 1,288 | -8.26 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 394,977 | -0.13 | 9,914 | -4.44 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 97,666 | -1.15 | 2,451 | -5.40 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 15,132 | -8.41 | 380 | -12.47 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | RHS Financial, LLC | 270,757 | -7.11 | 6,796 | -11.11 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 8,648,946 | -0.78 | 217,089 | -5.05 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 104,795 | -0.52 | 2,631 | -4.81 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 52,546 | -0.29 | 1,319 | -4.63 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 66,845 | -0.42 | 1,678 | -4.72 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 45,398 | -5.02 | 1,139 | -9.10 | ||||
| 2026-05-07 | 13F | Nyl Investors Llc | 191,050 | -4.27 | 4,795 | -8.39 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 121,697 | -10.78 | 3,055 | -14.62 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 41,354 | -2.21 | 1,038 | -6.49 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 56,274 | -4.31 | 1,412 | -8.43 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 15,822 | -0.03 | 397 | -4.34 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 53,140 | -2.81 | 1,334 | -7.04 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 35,765 | -6.58 | 898 | -10.66 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 86,460 | -46.64 | 2,170 | -48.94 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 59,609 | -4.67 | 1,496 | -8.78 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 22,503 | -0.12 | 590 | 1.90 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 65,359 | -2.73 | 1,641 | -6.92 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 80,042 | -4.79 | 2,009 | -8.89 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 380,770 | -22.56 | 2,627 | -79.63 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 188,401 | -0.66 | 4,729 | -4.95 | ||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Westwood Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 217,479 | -34.25 | 5,704 | -32.93 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 73,080 | -15.46 | 1,834 | -19.10 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 9,887 | -3.65 | 248 | -7.81 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 7,722,465 | -0.05 | 193,834 | -4.36 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 11,888 | -7.07 | 298 | -11.04 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 277,069 | -7.84 | 7,268 | -7.84 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 69,974 | -0.14 | 1,756 | -4.41 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 84,967 | -3.66 | 2,133 | -7.83 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 298,692 | -0.19 | 7,497 | -4.48 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 198,650 | -0.46 | 4,986 | -4.74 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 9,672 | -7.47 | 243 | -11.68 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 283,362 | -0.42 | 7,112 | -4.70 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 154,250 | -5.59 | 3,872 | -9.66 | ||||
| 2026-05-04 | 13F | Sterling Group Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 1,351,921 | -12.55 | 33,933 | -16.32 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 0 | -100.00 | 0 |
