Propriedade Institucional e de Fundos - Vendedores
Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.
Upgrade para desbloquear dados premium.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 169,078 | -2.72 | 4,335 | -7.29 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 737,216 | -3.63 | 18,902 | -8.18 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 8,634 | -51.22 | 221 | -53.57 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 23,500 | -4.14 | 603 | -8.65 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 12,769 | -9.44 | 327 | -13.72 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 197,838 | -2.65 | 5,324 | -0.54 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 108,690 | -37.25 | 2,787 | -40.21 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 14,888 | -27.43 | 382 | -30.98 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 67,958 | -9.57 | 1,742 | -13.85 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 23,246 | -3.90 | 596 | -8.31 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 278,800 | -0.16 | 7,148 | -4.87 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 60,402 | -47.35 | 1,549 | -49.85 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 391,178 | -20.45 | 10,030 | -24.20 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 678,434 | -49.55 | 17,395 | -51.93 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 87,705 | -4.20 | 2,249 | -8.73 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 43,313 | -1.38 | 1,111 | -6.17 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 161,736 | -1.91 | 4,147 | -6.54 | ||||
| 2026-05-05 | 13F | 93 Financial Group, LLC | 76,175 | -0.38 | 1,953 | -5.06 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 108 | -36.09 | 3 | -50.00 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 79,379 | -1.52 | 2,035 | -6.18 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 19,683 | -5.12 | 505 | -9.68 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 78,688 | -1.13 | 2,018 | -5.79 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 53,631 | -4.05 | 1,375 | -8.58 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 21,293 | -0.00 | 546 | -4.89 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 41,547 | -2.15 | 1,065 | -6.74 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 7,862 | -1.19 | 202 | -6.07 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 11,478 | -1.49 | 294 | -6.07 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 40,105 | -0.60 | 1,124 | 3.59 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 3,117 | -3.83 | 80 | -9.20 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-27 | 13F | Tenret Co LLC | 177,987 | -3.97 | 4,564 | -8.50 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 57,812 | -0.43 | 1,482 | -5.12 | ||||
| 2026-01-29 | 13F | Comerica Bank | 46,715 | -1.42 | 1,257 | 0.72 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 1,303,397 | -3.43 | 33,419 | -7.98 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 8,800 | -27.87 | 226 | -31.40 | |||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 12,101 | -14.47 | 310 | -18.42 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 12,983 | -31.46 | 333 | -34.77 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 805,708 | -0.32 | 20,658 | -5.02 | ||||
| 2026-04-21 | 13F | SLT Holdings LLC | 22,294 | -56.50 | 572 | -58.59 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 73,855 | -0.12 | 1,894 | -4.83 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 340,280 | -2.53 | 8,725 | -7.13 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 291,236 | -41.93 | 7,837 | -40.67 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 13,884 | -1.65 | 356 | -6.33 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Attessa Capital LLC | 362,110 | -2.87 | 9,284 | -7.46 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 2,097,595 | -1.05 | 53,782 | -5.72 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 18,504 | -0.45 | 474 | -5.20 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 150,654 | -1.00 | 3,863 | -5.67 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 12,658 | -2.57 | 325 | -7.16 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 595,053 | -7.24 | 15,257 | 89,647.06 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 85,125 | -0.53 | 2,183 | -5.21 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 12,768 | -2.59 | 327 | -7.10 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 32,014 | -1.10 | 821 | -5.86 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 94,907 | -5.98 | 2,433 | -10.42 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 30,737 | -38.34 | 788 | -41.24 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 119,574 | -40.38 | 3,066 | -43.20 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 6,725,389 | -4.79 | 165,020 | -13.20 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 81,260 | -5.78 | 2,084 | -10.22 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 195,003 | -6.16 | 5,000 | -10.60 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 30,973,811 | -1.34 | 833,505 | 0.80 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 30,364 | -12.26 | 1 | |||||
| 2026-02-04 | 13F | Invst, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 400 | -49.75 | 11 | -47.62 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2026-01-14 | 13F | True Vision MN LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 932,919 | -6.58 | 23,920 | -10.99 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 29,484 | -2.71 | 756 | -7.36 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 97,996 | -4.33 | 2,513 | -8.85 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 12,517 | -8.75 | 321 | -13.28 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 212,105 | -0.36 | 5,708 | 1.78 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 353,258 | -0.64 | 9,058 | -5.33 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 68,839 | -19.26 | 1,765 | -23.06 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2,805,728 | -0.82 | 71,939 | -5.50 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 137,921 | -54.77 | 3,536 | -56.91 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1,749 | -16.75 | 45 | -21.43 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 17,231 | -31.14 | 442 | -34.47 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | M&t Bank Corp | 13,700 | -50.53 | 351 | -52.89 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 7,584 | -4.64 | 204 | -2.39 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 156,476 | -0.13 | 4,012 | -4.84 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 160,371 | -12.55 | 4,112 | -16.68 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 11,009,922 | -42.31 | 284,717 | -45.44 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 49,733 | -20.02 | 1,275 | -23.79 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 263,453 | -0.34 | 6,755 | -5.05 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 35,770 | -0.17 | 917 | -4.88 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 36,828 | -13.11 | 944 | -17.19 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 22,321 | -1.12 | 572 | -5.77 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 26,063 | -9.25 | 668 | -13.47 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 1,125 | -16.67 | 29 | -22.22 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 23,875 | -92.34 | 642 | -92.18 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 7,681 | -15.97 | 197 | -20.00 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 90,161 | -30.97 | 2,312 | -34.23 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 226 | -96.36 | 0 | |||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 21,452 | -2.25 | 550 | -6.78 | ||||
| 2026-05-01 | 13F | Phocas Financial Corp. | 95,994 | -5.07 | 2,461 | -9.56 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 466,364 | -4.97 | 11,958 | -9.46 | ||||
| 2026-02-02 | 13F | SevenBridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 169,595 | -9.48 | 4,348 | -13.75 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 20,006 | -33.91 | 513 | -37.10 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 333,641 | -5.19 | 8,555 | -9.66 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Lathrop Investment Management Corp | 47,989 | -1.22 | 1 | 0.00 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 13,472 | -3.83 | 345 | -8.24 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 45,472 | -5.97 | 1,166 | -10.45 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 815,782 | -1.26 | 21,080 | -5.19 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 67,053 | -18.60 | 1,719 | -22.43 | ||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 15,852 | -0.81 | 406 | -5.58 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 89,830 | -0.26 | 2,303 | -4.95 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 66,614 | -0.05 | 1,708 | -4.80 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 8,789 | -17.31 | 225 | -21.33 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 12,924 | -1.41 | 331 | -5.97 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 25,569 | -0.40 | 656 | -5.07 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 25,346 | -4.22 | 650 | -8.85 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 354,275 | -0.80 | 9,084 | -5.48 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 658,461 | -0.34 | 17 | -5.88 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Kilter Group LLC | 368 | -0.54 | 9 | 0.00 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 59,557 | -1.81 | 1,527 | -6.55 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 377,338 | -5.42 | 9,675 | -9.89 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 19,408 | -3.37 | 498 | -7.96 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 163,774 | -0.75 | 4,199 | -5.43 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 173,748 | -3.04 | 4,455 | -7.61 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 815,812 | -0.24 | 20,917 | -4.95 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 18,430 | -1.97 | 473 | -6.53 | ||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 413,626 | -3.97 | 10,605 | -8.51 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 60,097 | -1.07 | 1,541 | -5.75 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 240,352 | -6.84 | 6,163 | -11.24 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 31,624 | -2.55 | 851 | -2.52 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 926,419 | -1.97 | 23,753 | -6.59 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 10,152 | -19.86 | 273 | -18.02 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 868,405 | -1.05 | 22,266 | -5.72 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 767 | -11.53 | 20 | -17.39 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1,277,209 | -9.32 | 32,748 | -13.60 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 23,865 | -4.02 | 612 | -8.67 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 709,595 | -3.97 | 18,194 | -8.49 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 125,148 | -6.14 | 3,209 | -10.57 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 107,966 | -1.87 | 2,768 | -6.64 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 122,932 | -2.09 | 3,152 | -6.72 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 151,498 | -0.45 | 3,884 | -5.15 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 198,290 | -6.75 | 5,084 | -11.15 | ||||
| 2026-01-14 | 13F | Wealthcare Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 277,142 | -2.15 | 7,106 | -6.77 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 5,669 | -0.53 | 145 | -5.23 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 19,205 | -8.02 | 492 | -12.30 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 185,807 | -3.58 | 4,764 | -8.12 | ||||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 34,619 | -11.46 | 888 | -15.68 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 124,349 | -1.07 | 3,188 | -5.74 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 22,841 | -2.97 | 586 | -7.58 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Robbins Farley Llc | 503 | -86.54 | 13 | -88.00 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 13,997 | -10.16 | 359 | -14.56 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 12,369 | -16.10 | 317 | -19.95 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 15,684 | -1.00 | 402 | -5.63 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 421,757 | -2.14 | 10,814 | -6.77 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 14,359 | -6.35 | 368 | -10.68 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 33,216 | -0.89 | 852 | -5.55 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 228,529 | -47.27 | 5,859 | -49.76 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8,289 | -37.54 | 240 | -32.77 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 9,489 | -2.41 | 243 | -6.90 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 53,678 | -11.46 | 1,376 | -15.63 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 259,680 | -0.11 | 7,344 | 4.96 | ||||
| 2026-05-18 | 13F/A | Janus Henderson Group Plc | 12,327,339 | -0.67 | 316,073 | -5.36 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 17,185 | -2.90 | 440 | -7.56 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 24,374 | -3.04 | 625 | -7.69 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9,928,543 | -4.41 | 254,568 | -10.06 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 372,118 | -0.41 | 9,541 | -5.10 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 14,406 | -7.14 | 369 | -11.51 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 44,953 | -14.23 | 1,153 | -18.30 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 14,005,999 | -0.96 | 359,114 | -5.63 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 301,153 | -8.97 | 7,722 | -13.27 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 15,193 | -0.61 | 390 | -5.35 | ||||
| 2026-04-21 | 13F | Flagship Capital Management Inc. | 48,235 | -1.57 | 1,237 | -6.22 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 29,534 | -0.64 | 757 | -5.26 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 9,521 | -0.71 | 244 | -5.43 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 220,765 | -9.69 | 5,660 | -13.96 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 7,167 | -18.81 | 184 | -22.78 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 480 | -41.68 | 12 | -45.45 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 39,417 | -1.71 | 1,011 | -6.39 | ||||
| 2026-01-07 | 13F | Riversedge Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 14,401 | -9.68 | 369 | -13.99 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 46,761 | -0.06 | 1,199 | -4.85 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 404,108 | -3.92 | 10,361 | -8.46 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 191,639 | -0.25 | 5 | -20.00 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 60,570 | -1.59 | 1,553 | -8.11 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 153,008 | -10.46 | 3,923 | -14.68 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 55,773 | -5.31 | 1 | 0.00 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 15,355 | -1.71 | 394 | -6.43 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 522,948 | -2.04 | 13,408 | -6.64 | ||||
| 2026-01-26 | 13F | Oxinas Partners Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Main Street Group, LTD | 76,613 | -0.14 | 1,964 | -4.84 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 154,773 | -4.59 | 3,968 | -9.10 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 1,256,774 | -2.39 | 32,224 | -7.00 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 68,628 | -9.93 | 1,760 | -14.20 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2026-05-21 | 13F | Argent Capital Management Llc | 9,935 | -96.73 | 255 | -96.90 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 261,172 | -1.76 | 6,696 | -6.40 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 11,136 | -30.32 | 286 | -33.72 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 113,715 | -32.85 | 2,916 | -36.03 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 856,721 | -24.96 | 21,966 | -28.50 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1,861,871 | -13.31 | 47,738 | -17.40 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 10,653 | -2.73 | 273 | -7.14 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 118,211 | -3.66 | 3,031 | -8.21 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 29,157 | -0.84 | 748 | -5.56 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 176,163 | -0.19 | 4,517 | -4.91 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2026-01-09 | 13F | Peterson Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Summit Place Financial Advisors, LLC | 153,527 | -0.16 | 3,936 | -4.88 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 2,176,358 | -1.62 | 55,802 | -6.27 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 832,885 | -5.56 | 21,355 | -10.01 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 15,711 | -1.13 | 403 | -5.85 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 273,018 | -1.96 | 7,000 | -6.58 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 20,357 | -9.17 | 522 | -13.60 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 13,397 | -1.09 | 343 | -5.77 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 137,747 | -3.32 | 3,532 | -7.90 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 60,465 | -0.86 | 1,550 | -5.55 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 40,974 | -5.06 | 1,051 | -9.56 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 28,762 | -2.10 | 839 | 5.41 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 8,390 | -6.96 | 215 | -11.16 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 156,669 | -3.54 | 4,017 | -8.08 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 382,254 | -27.42 | 9,801 | -30.85 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 10,878 | -6.21 | 279 | -10.90 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 5,632,258 | -8.66 | 144,411 | -12.98 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 32,790 | -3.08 | 924 | 1.43 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 59,807 | -2.76 | 1,533 | -7.37 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 64,562 | -1.75 | 1,655 | -6.39 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 1,884 | -49.11 | 48 | -51.52 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 16,274 | -2.16 | 417 | -6.71 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 26,180 | -1.20 | 671 | -5.89 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 15,999 | -8.45 | 410 | -12.77 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 10,013 | -8.26 | 257 | |||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 808,391 | -0.29 | 20,727 | -5.00 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 66,019 | -3.53 | 1,693 | -8.09 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 10,706 | -84.53 | 275 | -85.28 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 7,748 | -39.68 | 199 | -42.61 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 8,901 | -4.49 | 228 | -8.80 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 142,047 | -8.77 | 3,642 | -13.06 | ||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 111,785 | -0.30 | 2,866 | -5.00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2,033 | -42.21 | 52 | -44.68 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 388,600 | -1.86 | 9,964 | -6.49 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 145,173 | -0.12 | 3,722 | -4.83 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 28,133 | -30.43 | 721 | -33.73 | ||||
| 2026-04-24 | 13F | Floyd Financial Group Llc | 247,689 | -0.16 | 6,834 | 1.35 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 69,008 | -0.81 | 1,769 | -5.50 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 36,527 | -7.04 | 937 | -11.45 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Montis Financial, LLC | 196,855 | -5.44 | 5,047 | -9.91 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 519,178 | -3.67 | 13,312 | -8.22 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 83,323 | -4.07 | 2,136 | -8.60 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2,426,254 | -1.89 | 62,209 | -6.52 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1,931,755 | -2.71 | 49,530 | -7.30 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 3,117 | -94.87 | 80 | -95.17 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 688 | -16.71 | 18 | -22.73 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 44,948 | -31.24 | 1,152 | -34.47 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1,124,711 | -1.82 | 28,838 | -6.45 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 13,216 | -4.77 | 339 | -9.38 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 105,304 | -1.60 | 2,834 | 0.53 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 123,729 | -2.45 | 3,172 | -7.06 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 69,438 | -4.54 | 1,869 | -2.45 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 150,844 | -0.37 | 3,868 | -5.08 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 9,318 | -2.84 | 239 | -7.75 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 95,828 | -18.24 | 2,457 | -22.07 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 90,718 | -2.49 | 2,326 | -7.07 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Associated Banc-corp | 15,526 | -0.20 | 398 | -4.78 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 446,063 | -2.79 | 11,437 | -7.38 | ||||
| 2026-04-21 | 13F | Creekside Partners | 167,965 | -1.41 | 4,307 | -6.06 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 93,587 | -2.83 | 2,400 | -7.41 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 831,190 | -0.80 | 21,312 | -5.48 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 21,839 | -3.81 | 622 | 1.97 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 19,724 | -2.49 | 506 | -7.17 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 773 | -3.25 | 20 | -9.52 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 73,574 | -0.28 | 1,886 | -4.99 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 13,938 | -3.81 | 357 | -8.23 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 9,581 | -22.01 | 246 | -25.76 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 54,981 | -1.02 | 1,410 | -5.69 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 4,424 | -3.55 | 119 | -0.83 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 89,434 | -4.70 | 2,393 | -5.23 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 10,053 | -2.17 | 299 | 7.94 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Adams Wealth Management | 2,108,404 | -0.32 | 54,059 | -5.03 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 1,343,042 | -8.81 | 34,436 | -13.11 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 3,306,092 | -3.34 | 84,768 | -7.90 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 135,154 | -57.10 | 3,465 | -59.12 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Ewa, Llc | 99,791 | -22.91 | 2,559 | -26.56 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 10,706 | -23.06 | 275 | -26.74 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Northwest Quadrant Wealth Management, LLC | 5,294,584 | -0.12 | 135,753 | -4.84 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 200,703 | -8.14 | 5,146 | -12.47 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 0 | -100.00 | 0 | |||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 66,560 | -72.45 | 1,707 | -73.76 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 95,539 | -0.01 | 2,450 | -4.75 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 131,523 | -2.18 | 3,372 | -6.80 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 10,435 | -12.46 | 268 | -16.56 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 6,944 | -0.20 | 178 | -4.81 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3,184,837 | -0.99 | 81,659 | -5.66 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 43,469 | -92.04 | 1,115 | -92.42 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 97,305 | -46.50 | 2,495 | -49.04 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 153,810 | -5.83 | 3,944 | -10.28 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 28,600 | -0.18 | 733 | -4.93 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 238,323 | -31.60 | 6,111 | -34.83 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 660 | -7.82 | 17 | -15.79 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 43,951 | -0.26 | 1,127 | -4.98 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 12,481 | -76.58 | 320 | -77.67 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 24,367 | -6.92 | 625 | -11.36 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 43,056 | -0.30 | 1,104 | -5.08 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1,501,436 | -2.37 | 38,497 | -6.98 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 18,571 | -0.01 | 476 | -4.61 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 224,944 | -2.84 | 5,768 | -7.43 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 27,977 | -23.93 | 717 | -27.50 | ||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 35,577 | -0.04 | 912 | -4.70 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 194,382 | -14.52 | 4,984 | -18.57 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 1,735,166 | -0.56 | 44,490 | -5.26 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 8,215 | -55.53 | 211 | -57.75 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 60,727 | -0.49 | 1,557 | -5.18 | ||||
| 2026-05-05 | 13F | Ashford Advisors, LLC | 1,327,249 | -2.07 | 34,031 | -6.69 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 11,021 | -2.42 | 283 | -6.93 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1,861,938 | -2.21 | 47,759 | -6.79 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 38,933 | -57.36 | 970 | -60.50 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 93,740 | -2.89 | 2,403 | -7.47 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 14,570 | -3.45 | 368 | -9.36 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 9,179 | -2.47 | 235 | -7.11 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 201,785 | -1.41 | 5,378 | -3.66 | ||||
| 2026-04-15 | 13F | Verity & Verity, LLC | 9,780 | -19.66 | 251 | -23.55 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 250,522 | -4.42 | 6,423 | -8.93 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 691,254 | -5.49 | 17,686 | -10.15 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 179,447 | -1.67 | 4,601 | -6.29 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Envision Financial LLC | 481,592 | -1.19 | 12,348 | -5.85 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 4,368,968 | -1.51 | 112,020 | -6.15 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 9,459 | -1.05 | 243 | -5.84 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 44,825 | -63.04 | 1,149 | -64.79 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Davis Capital Management | 1,909 | -17.93 | 49 | -22.58 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 1,008,736 | -1.01 | 25,864 | -5.67 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 188,916 | -3.93 | 4,844 | -8.47 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 17,625 | -0.39 | 452 | -5.25 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 44,477 | -2.11 | 1 | 0.00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,726,629 | -15.75 | 44,271 | -19.72 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 221,265 | -6.40 | 5,673 | -10.82 | ||||
| 2026-04-21 | 13F | Outfitter Financial LLC | 79,770 | -5.76 | 2,045 | -10.19 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 3,521,321 | -25.82 | 90,287 | -29.32 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 445,910 | -2.45 | 11,433 | -7.05 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 342,298 | -3.42 | 8,777 | -7.98 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 120,346 | -4.67 | 3 | 0.00 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 5,192,173 | -0.19 | 133,127 | -4.90 | ||||
| 2026-05-04 | 13F | Nwam Llc | 18,815 | -1.21 | 482 | -7.31 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 30,575 | -8.31 | 784 | -12.71 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 778,858 | -0.17 | 19,970 | -4.89 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 787,533 | -1.20 | 20,192 | -5.86 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Hm Payson & Co | 3,312 | -1.60 | 85 | -6.67 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 35,476 | -0.08 | 910 | -4.82 | ||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 7,931 | -2.36 | 203 | -6.88 | ||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 43,919 | -3.15 | 1,126 | -7.70 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 40,994 | -44.39 | 1,051 | -47.00 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 54,663 | -1.23 | 1,402 | -7.40 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 428,054 | -1.97 | 10,975 | -6.15 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 40,788 | -0.29 | 1,046 | -5.00 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 63,252 | -4.43 | 2 | 0.00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 11,371 | -5.99 | 292 | -10.46 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 658,631 | -7.86 | 16,887 | -12.21 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 561,495 | -7.05 | 14,397 | -11.44 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 43,332 | -2.03 | 1,166 | 0.09 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 7,538,416 | -2.06 | 193,285 | -6.68 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 327,257 | -0.18 | 8,391 | -4.90 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 23,789 | -5.07 | 610 | -9.64 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 14,892 | -9.15 | 382 | -13.61 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 28,551 | -5.75 | 732 | -10.18 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1,413,731 | -0.45 | 36,248 | -5.15 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 149,708 | -60.47 | 3,839 | -62.34 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 10,431 | -8.29 | 267 | -12.75 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 128,823 | -26.98 | 3,303 | -30.42 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 158,784 | -30.48 | 4,273 | -28.99 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 57,009 | -1.29 | 1,462 | -5.98 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 1,103,450 | -0.48 | 28,292 | -5.17 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 13,931 | -0.29 | 357 | -4.80 | ||||
| 2026-04-14 | 13F | Flower City Capital | 125,913 | -0.73 | 3,228 | -5.42 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 89,940 | -8.43 | 2,306 | -12.72 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 36,689 | -25.69 | 941 | -29.22 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 16,410 | -15.56 | 421 | -19.54 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 75,063 | -5.83 | 1,925 | -10.30 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 255,571 | -3.84 | 6,553 | -8.39 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 1,043,918 | -26.31 | 26,766 | -29.79 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 9,590 | -3.03 | 246 | -7.89 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 347,632 | -18.47 | 8,913 | -22.31 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 86,630 | -5.48 | 2 | 0.00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 216,516 | -0.31 | 5,551 | -5.01 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 3,785 | -10.77 | 97 | -14.91 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 43,152 | -3.27 | 1,106 | -7.83 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 274,068 | -0.30 | 7,027 | -5.00 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 27,900 | -2.08 | 715 | -6.66 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 403,164 | -5.35 | 10,337 | -9.82 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 662,085 | -1.28 | 16,976 | -5.94 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 118,679 | -40.94 | 3,043 | -48.87 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 120,342 | -9.01 | 3,086 | -13.32 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 236,815 | -0.18 | 6,072 | -4.90 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 467,675 | -0.16 | 11,991 | -4.87 | ||||
| 2026-05-01 | 13F | American Trust | 20,194 | -23.16 | 518 | -26.87 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 225,731 | -3.06 | 5,788 | -7.63 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 344,613 | -2.98 | 8,836 | -7.56 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 78,268 | -0.25 | 2,007 | -4.97 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 20,836 | -8.07 | 534 | -12.32 | ||||
| 2026-05-07 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 15,415 | -11.76 | 395 | -15.96 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 1,262,181 | -11.63 | 32,362 | -15.80 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 20,585 | -0.48 | 554 | 1.65 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 511,149 | -17.31 | 13,106 | -21.21 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 1,446,603 | -3.33 | 37,091 | -7.89 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 4,885,976 | -21.40 | 125,276 | -25.11 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 54,642 | -0.14 | 1,401 | -4.82 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 12,030 | -5.99 | 308 | -10.47 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3,004,368 | -13.78 | 77,030 | -17.85 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99,912 | -9.32 | 2,562 | -13.63 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 23,761 | -58.14 | 609 | -60.12 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 61,746 | -0.01 | 1,583 | -4.70 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 10,516 | -84.76 | 270 | -85.51 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 23,132 | -6.34 | 593 | -10.69 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 850,727 | -6.99 | 21,813 | -11.38 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 17,051 | -7.21 | 437 | -11.54 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 123,908 | -45.49 | 3,177 | -48.05 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 99,954 | -48.31 | 2,563 | -45.88 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 660,502 | -11.94 | 18,466 | -7.64 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 2,557 | -4.05 | 66 | -8.45 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 4,829 | -25.07 | 124 | -28.90 | ||||
| 2026-04-16 | 13F | Breakthru Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | SWS Partners | 278,445 | -7.05 | 7,139 | -11.44 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 100,569 | -1.49 | 2,579 | -6.15 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 28,794 | -27.12 | 738 | -30.57 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 25,562 | -1.46 | 705 | 1.00 | ||||
| 2026-04-14 | 13F | Lawood & Co | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 53,156 | -0.85 | 1,363 | -5.55 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 34,290 | -29.16 | 879 | -32.49 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 7,457,977 | -1.77 | 191,223 | -6.41 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 17,296 | -1.04 | 443 | -5.74 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 15,801 | -1.14 | 405 | -5.81 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 150,735 | -2.40 | 3,865 | -7.00 | ||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | LongView Wealth Management | 418,104 | -1.37 | 11,444 | -1.73 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 335,208 | -5.34 | 8,595 | -9.81 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 163,514 | -3.50 | 4,193 | -8.05 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Rhl Group, Llc | 157 | -99.78 | 4 | -99.79 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 440,537 | -1.12 | 11,295 | -5.78 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 1,222,961 | -3.84 | 33,974 | -0.73 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 59,199 | -5.18 | 1,518 | -9.70 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 10,885 | -5.39 | 279 | -9.71 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 917,699 | -4.21 | 23,530 | -8.73 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 22,820 | -23.30 | 585 | -26.87 | ||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 38,714 | -0.10 | 993 | -4.80 | ||||
| 2026-04-28 | 13F | Blue Sky Capital Consultants Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 257,991 | -4.52 | 6,615 | -9.04 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 78,534 | -1.03 | 2,014 | -5.71 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 152,179 | -13.22 | 3,902 | -15.54 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 11,407 | -1.80 | 292 | -6.41 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 150,791 | -4.52 | 3,866 | -9.01 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 34,596 | -9.72 | 887 | -13.97 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 85,273 | -6.71 | 2,295 | -4.69 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | CacheTech Inc. | 2,256,916 | -1.87 | 57,867 | -6.50 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 289,648 | -2.52 | 7,427 | -7.12 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 35,655 | -7.75 | 914 | -12.12 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 613,359 | -4.55 | 15,727 | -9.05 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 502,045 | -1.85 | 12,872 | -6.48 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,052,984 | -6.86 | 26,999 | -11.26 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 8,159 | -6.85 | 209 | -11.06 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 16,871 | -3.19 | 433 | -7.69 | ||||
| 2026-05-07 | 13F | Cannon Capital Management, Inc. | 251,099 | -0.14 | 6,438 | -4.85 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 111,911 | -1.90 | 2,869 | -6.52 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 12,394 | -14.77 | 318 | -18.93 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 1,458 | -0.48 | 37 | -5.13 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 149,392 | -1.06 | 3,830 | -5.53 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 58,354 | -0.53 | 1,496 | -5.20 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 1,005 | -95.89 | 26 | 4.17 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 17,615 | -0.87 | 452 | -5.65 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 1,078,998 | -0.15 | 27,665 | -4.86 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 556,304 | -28.67 | 14,264 | -32.04 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 885,800 | -2.02 | 22,712 | -6.65 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 113,379 | -1.54 | 2,907 | -6.17 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 30,655 | -1.79 | 786 | -6.44 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 369,994 | -8.05 | 9 | -10.00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1,223,921 | -0.04 | 31,381 | -4.76 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 179,336 | -0.64 | 4,598 | -5.33 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 157,329 | -2.08 | 4 | 0.00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2,097,360 | -6.51 | 53,776 | -10.92 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 76,644 | -1.02 | 1,965 | -5.66 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 594,346 | -1.98 | 15,239 | -6.60 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 504,421 | -1.54 | 12,933 | -6.19 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 19,175 | -29.97 | 492 | -33.29 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 526,606 | -3.68 | 13,502 | -8.22 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 168,529 | -0.29 | 4,321 | -4.99 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 199,959 | -10.86 | 5,127 | -15.08 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 57,838 | -26.66 | 1,483 | -30.16 | ||||
| 2026-04-21 | 13F | Poehling Capital Management, LLC | 141,707 | -6.59 | 3,633 | -11.00 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 9,719 | -4.67 | 249 | -9.12 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 26,842 | -2.96 | 688 | -7.53 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 145,061,220 | -27.86 | 3,719,346 | -31.27 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 12,031 | -0.60 | 308 | -5.23 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 64,991 | -1.78 | 1,666 | -6.40 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 18,493 | -57.01 | 474 | -59.35 | ||||
| 2026-05-12 | 13F | Creative Planning | 82,270,037 | -1.84 | 2,109,404 | -6.47 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 85,300 | -77.90 | 2,187 | -78.94 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Capital Planning LLC | 8,389 | -56.51 | 215 | -58.65 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 84,342 | -2.55 | 2,163 | -7.17 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 12,945 | -6.74 | 332 | -11.26 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 411,225 | -65.34 | 10,544 | -66.98 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 88,611 | -1.15 | 2,272 | -5.85 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 2,176,358 | -1.62 | 55,802 | -6.27 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 29,135 | -0.68 | 747 | -5.32 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 11,093 | -66.95 | 284 | -68.55 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 103,728 | -2.04 | 2,660 | -6.67 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 184,945 | -5.02 | 5,363 | 12.69 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Eagle Capital Management, LLC | 219,367 | -1.00 | 6 | 0.00 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 27,094 | -31.52 | 695 | -34.77 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 160,379 | -5.45 | 4,112 | -9.90 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 36,304 | -3.10 | 931 | -7.74 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 24,387 | -2.72 | 625 | -7.27 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 364,892 | -12.61 | 9,356 | -16.73 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 269,483 | -10.41 | 6,910 | -14.64 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 30,043 | -1.55 | 770 | -6.21 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 8,900,665 | -11.05 | 228,213 | -15.24 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 28,496 | -24.26 | 731 | -27.87 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 472,233 | -18.49 | 12,691 | -18.60 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 195,687 | -81.27 | 5,017 | -82.16 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 17,818 | -1.23 | 457 | -5.98 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 156,391 | -4.32 | 4,010 | -8.84 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 2,367 | -98.80 | 69 | -98.80 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 31,769 | -0.47 | 815 | -5.13 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 9,274,544 | -2.30 | 237,799 | -6.91 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 16,478 | -79.02 | 422 | -80.03 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 241,326 | -1.78 | 6,188 | -6.41 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 730,585 | -10.19 | 18,732 | -14.43 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 1,452,739 | -0.25 | 37 | -5.13 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 248,991 | -0.15 | 6,384 | -4.86 | ||||
| 2026-05-11 | 13F | Sherwood Financial Partners, LLC | 1,372,684 | -2.25 | 35,196 | -6.87 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Lesa Sroufe & Co | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | RHS Financial, LLC | 64,282 | -22.58 | 1,648 | -26.23 | ||||
| 2026-01-20 | 13F | Lawson Kroeker Investment Management Inc/ne | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 11,594 | -21.60 | 297 | -25.19 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1,514,975 | -14.33 | 40,768 | 88,523.91 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 19,397 | -6.86 | 497 | -11.25 | ||||
| 2026-05-13 | 13F | Nicollet Investment Management, Inc. | 292,876 | -0.22 | 8 | 0.00 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 84,152 | -9.13 | 2,158 | -13.44 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 57,177 | -9.63 | 1,539 | 10.17 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 59,929 | -0.58 | 1,537 | -6.40 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 18,290 | -10.44 | 469 | -14.75 | ||||
| 2026-03-17 | 13F | U S Wealth Group, Llc. | 221,950 | -1.90 | 5,973 | 0.22 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 62,244 | -5.88 | 1,596 | -10.34 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 33,807 | -12.53 | 867 | -16.73 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 11,586 | -16.14 | 297 | -19.95 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 134,137 | -0.98 | 3,439 | -5.68 | ||||
| 2026-05-11 | 13F | Mitchell Capital Management Co | 87,304 | -3.90 | 2,238 | -8.43 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 67,695 | -4.74 | 1,736 | -9.26 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 167,463 | -5.27 | 4,294 | -9.75 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 1,426,767 | -6.06 | 36,582 | -10.49 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 7,924 | -21.13 | 203 | -24.81 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 132,717 | -0.51 | 3,403 | -5.21 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 213,765 | -0.74 | 5,481 | -5.44 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 20,900 | -26.15 | 536 | -29.70 | |||
| 2026-04-16 | 13F | Standpoint Asset Management, LLC | 2,564,300 | -3.51 | 65,749 | -8.06 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1,125,275 | -45.70 | 28,852 | -48.26 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 27,686 | -47.60 | 710 | -50.11 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 36,210 | -6.38 | 928 | -10.77 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 1,646,543 | -2.89 | 42,217 | -7.47 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 176,916 | -8.01 | 4,536 | -12.35 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 285,839 | -6.20 | 7,329 | -10.63 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 1,257,287 | -3.86 | 33,834 | -1.78 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 395,392 | -11.41 | 674 | -94.40 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 137,000 | -0.16 | 3,513 | -4.88 | ||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 792,079 | -2.00 | 20,309 | -6.63 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 777,851 | -2.72 | 19,944 | -7.31 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 23,108,501 | -3.05 | 592,502 | -7.63 | ||||
| 2026-05-08 | 13F | Leisure Capital Management | 578,955 | -9.64 | 14,844 | -13.91 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 1,406,337 | -3.84 | 37,845 | -3.84 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 111,354 | -3.04 | 2,855 | -7.61 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 8,333,483 | -1.33 | 213,671 | -5.99 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 74,992 | -0.20 | 1,923 | -4.95 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 108,999 | -3.03 | 2,795 | -7.61 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 11,102 | -6.23 | 285 | -10.69 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 12,655 | -1.46 | 324 | -6.09 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 128,096 | -4.43 | 3,284 | -8.93 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 97,767 | -0.73 | 2,507 | -5.65 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 685,095 | -8.87 | 17,566 | -13.17 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 20,320 | -35.46 | 521 | -38.49 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 142,872 | -1.30 | 3,663 | -5.96 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 4,160,348 | -1.30 | 106,671 | -5.95 | ||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 237,826 | -0.38 | 6,098 | -5.09 |
