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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | 13F | Causey Wealth LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Athena Investment Management | 7,380 | -3.40 | 579 | -2.36 | ||||
| 2026-01-12 | 13F | Horizon Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 19,696 | -10.33 | 1,544 | -9.28 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 16,154 | -0.84 | 1,267 | 0.24 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 3,462 | -2.51 | 271 | -1.45 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 3,215 | -2.43 | 252 | -1.18 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4,593 | -1.52 | 360 | -0.28 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,584 | -3.19 | 1,536 | -2.10 | ||||
| 2026-05-12 | 13F | Creative Planning | 3,924,370 | -1.92 | 307,710 | -0.80 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 59,510 | -3.22 | 4,666 | -2.12 | ||||
| 2026-01-16 | 13F | PICTET BANK & TRUST Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Schwab Charitable Fund | 9,213 | -5.65 | 722 | -4.62 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 3,849 | -22.49 | 302 | -21.82 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 126,252 | -13.61 | 9,902 | -12.50 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 3,536 | -8.16 | 277 | -7.05 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 894,861 | -2.33 | 70,166 | -1.23 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 3,475 | -6.69 | 272 | -5.56 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 850 | -1.16 | 67 | 0.00 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 35,965 | -0.71 | 2,820 | 0.43 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 16 | -68.63 | 1 | -66.67 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 1,695 | -18.39 | 133 | -18.01 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 9,107 | -8.96 | 714 | -7.87 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 7,011 | -7.07 | 550 | -5.99 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1,009 | -3.90 | 79 | -2.47 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 848,780 | -0.89 | 66,553 | 0.23 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 12,764 | -1.92 | 1,001 | -0.79 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 18,776 | -23.42 | 1,472 | -22.53 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 152,270 | -0.61 | 11,939 | 0.52 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 7,519 | -0.29 | 590 | 0.86 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 40,503 | -23.54 | 3,176 | -22.67 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 3,170 | -35.70 | 249 | -35.08 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 534 | -98.71 | 42 | 0.00 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 111,144 | -2.71 | 8,715 | -1.61 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 2,552 | -3.70 | 200 | -3.38 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 3,777 | -3.23 | 322 | 6.29 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 3,375 | -16.97 | 265 | -16.19 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 8,057 | -4.16 | 632 | -3.07 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 26,959 | -0.94 | 2,114 | 0.14 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 58,875 | -8.41 | 4,616 | -7.37 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 2,761 | -6.06 | 216 | -4.85 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 1,041 | -32.45 | 82 | -31.67 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 9,385 | -28.59 | 736 | -27.80 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 5,060 | -9.11 | 397 | -8.12 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 18,583 | -8.71 | 1,457 | -7.67 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 8,252 | -2.57 | 647 | -1.37 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 9,043 | -0.19 | 721 | 2.56 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 77,682 | -4.50 | 6,091 | -3.41 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 4,276 | -1.06 | 335 | 0.00 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 33,916 | -1.62 | 2,659 | -0.49 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 38,493 | -1.14 | 3,018 | 0.00 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 5,270 | -4.96 | 413 | -3.73 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 2,819 | -9.88 | 221 | -8.68 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 61,043 | -0.47 | 4,733 | 0.57 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 3,795 | -97.17 | 299 | -97.16 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 5,462 | -3.10 | 428 | -2.06 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 42 | -75.72 | 3 | -76.92 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1,065 | -0.37 | 84 | 1.22 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 4,502 | -18.25 | 353 | -17.37 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 12,653 | -2.15 | 992 | -1.00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 95,916 | -4.84 | 7,521 | -3.76 | ||||
| 2026-04-13 | 13F | Trust Co | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 2,842 | -19.94 | 223 | -19.27 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 50,167 | -0.15 | 3,934 | 1.08 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2,958 | -0.10 | 232 | 0.87 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 208,764 | -84.21 | 15,883 | -84.50 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 18,255 | -9.22 | 1,431 | -8.21 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 581,867 | -1.87 | 45,624 | -0.75 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 23,045 | -3.46 | 1,807 | -5.25 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 314,114 | -3.42 | 24,630 | -2.76 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 65,810 | -1.18 | 5,160 | -0.06 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 7,501 | -0.77 | 588 | 0.34 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 65,559 | -32.23 | 5 | -28.57 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 14,797 | -10.28 | 1,160 | -9.23 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 3,508 | -0.34 | 275 | 1.10 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 220 | -50.00 | 18 | -47.06 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 3,974 | -11.18 | 312 | -10.12 | ||||
| 2026-05-14 | 13F | Peloton Wealth Strategists | 6,051 | -79.23 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 70,268 | -0.13 | 5,510 | 0.99 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 30,929 | -8.97 | 2,425 | -7.93 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 414,374 | -0.10 | 34,314 | 6.70 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 22,533 | -1.52 | 513 | -4.12 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 8,709 | -7.99 | 683 | -6.96 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 4,160 | -14.96 | 326 | -13.98 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 8,475 | -10.10 | 665 | -9.04 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 3,097 | -1.28 | 0 | |||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 18,893 | -2.77 | 1,481 | -1.66 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 37,457 | -11.52 | 2,937 | -10.51 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1,481 | -24.59 | 116 | -23.68 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 576,958 | -1.56 | 45,239 | -0.45 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 4,626 | -21.51 | 363 | -20.61 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 95,892 | -0.27 | 7,526 | 0.86 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 3,684 | -3.15 | 289 | -2.04 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 14,101 | -1.68 | 1,106 | -0.54 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 10,163 | -0.12 | 797 | 1.02 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 6,878 | -10.28 | 539 | -9.26 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 531,686 | -25.98 | 41,689 | -25.14 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 18,480 | -5.16 | 1,449 | -4.04 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4,373 | -94.78 | 339 | -94.73 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 3,355 | -8.86 | 263 | -7.72 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7,286 | -5.35 | 571 | -4.19 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 200,781 | -1.16 | 15,743 | -0.04 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 13,143 | -5.78 | 1,031 | -4.72 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 97,322 | -16.45 | 7,687 | -16.74 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 89,429 | -5.13 | 7,012 | -4.05 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | M&t Bank Corp | 122,424 | -4.39 | 9,599 | -3.30 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 27,168 | -2.17 | 2,130 | -1.07 | ||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 10,429 | -18.78 | 818 | -20.68 | ||||
| 2026-01-15 | 13F | apricus wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F/A | Alberta Investment Management Corp | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | First Horizon Corp | 7,074 | -21.50 | 555 | -20.63 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 48,667 | -6.95 | 4,068 | 0.32 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 2,974 | -26.09 | 233 | -25.08 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 12,674 | -4.51 | 994 | -3.40 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 30,044 | -0.38 | 2,356 | 0.73 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 5,741 | -33.38 | 450 | -32.63 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 667 | -17.76 | 53 | -18.46 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 4,637 | -2.11 | 364 | -1.09 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 491,436 | -0.16 | 37,294 | -2.30 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 4,581 | -46.38 | 359 | -45.77 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 9,077 | -16.46 | 712 | -15.56 | ||||
| 2026-01-26 | 13F | Single Point Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 375,064 | -2.04 | 29,409 | -0.93 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 2,764 | -0.68 | 217 | 0.47 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 30,348 | -2.22 | 2,380 | -1.12 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 24,812 | -0.41 | 1,946 | 0.73 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 5,605 | -4.95 | 439 | -3.94 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 45,174 | -4.06 | 3,542 | -2.96 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 71,059 | -5.94 | 5,572 | -4.87 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1,861 | -18.95 | 146 | -18.08 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 31,712 | -4.61 | 2,487 | -3.53 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 61,500 | -60.80 | 4,822 | -60.36 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Copia Wealth Management | 855 | -29.34 | 67 | -27.96 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 114,202 | -2.35 | 8,955 | -1.24 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 175,414 | -6.25 | 13,754 | -5.18 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1,887 | -2.93 | 148 | -1.33 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4,974 | -2.76 | 0 | |||||
| 2026-05-15 | 13F | MidFirst Bank | 25 | -48.98 | 2 | -66.67 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 156,770 | -0.57 | 12,292 | 0.56 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 2,872 | -83.93 | 225 | -83.75 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 230 | -14.81 | 18 | -10.00 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 5,371 | -2.49 | 421 | -1.41 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 4,477 | -6.88 | 351 | -5.65 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | DORVAL Corp | 129,498 | -4.34 | 10,154 | -3.26 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 496,916 | -2.96 | 38,963 | -1.86 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 52,598 | -9.65 | 4,078 | -8.71 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 26,771 | -1.15 | 2,099 | 0.00 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 7,945 | -1.06 | 1 | |||||
| 2026-02-11 | 13F | Global Alpha Capital Management Ltd. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 33,384 | -0.23 | 2,618 | 0.89 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 241,779 | -9.61 | 18,958 | -8.59 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 1,729 | -24.37 | 0 | |||||
| 2026-04-13 | 13F | Lee Financial Co | 19,245 | -1.86 | 1,509 | -0.72 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 4,139 | -4.23 | 325 | -3.28 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1,274 | -22.03 | 99 | -21.60 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 8,050 | -0.59 | 631 | 0.64 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 576,024 | -3.09 | 45,166 | -1.99 | ||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 37,168 | -3.88 | 2,914 | -2.77 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 170,857 | -0.84 | 13,397 | 0.28 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 26,711 | -0.09 | 2,094 | 1.06 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1,295,833 | -1.46 | 100,241 | -0.64 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 60,367 | -0.25 | 4,733 | 0.87 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 31,068 | -8.58 | 2,436 | -7.52 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 9,502 | -6.15 | 745 | -4.97 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 21,268 | -0.75 | 1,649 | 0.30 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 15,090 | -10.17 | 1,276 | -8.73 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 13,559 | -5.49 | 1,063 | -4.41 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 139,741 | -5.94 | 10,957 | -4.87 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 42,009 | -10.41 | 3,294 | -9.41 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 50,272 | -45.48 | 3,942 | -44.87 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 9 | -78.57 | 1 | -100.00 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 9,113 | -4.39 | 715 | -3.25 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 39,496 | -2.71 | 3 | 0.00 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 30,625 | -10.52 | 2,401 | -9.50 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 94,685 | -2.14 | 7,442 | -0.75 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 10,595 | -0.94 | 831 | 0.12 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 8,044 | -1.07 | 631 | 0.00 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 49,851 | -1.07 | 3,909 | 0.05 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 13,967 | -0.63 | 1,095 | 1.58 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 30,187 | -0.89 | 2,340 | 0.17 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 782 | -15.91 | 61 | -15.49 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 32,151 | -6.72 | 2,521 | -5.69 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 3,147 | -1.72 | 247 | -0.81 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 14,683 | -8.18 | 1,151 | -7.10 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 129 | -5.84 | 10 | 0.00 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 102,087 | -1.70 | 8,005 | -0.58 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 175,076 | -2.72 | 13,728 | -1.61 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 1,766 | -13.56 | 138 | -12.66 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3,104 | -0.35 | 243 | 0.83 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 6,694 | -7.09 | 525 | -6.09 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 170 | -84.94 | 13 | -85.06 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 60,103 | -2.70 | 4,713 | -1.59 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Embree Financial Group | 4,647 | -0.06 | 364 | 1.11 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 46,446 | -1.12 | 3,642 | 0.00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1,901 | -0.68 | 149 | 0.68 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 6,143 | -2.09 | 482 | -1.03 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 143,446 | -5.98 | 11,248 | -4.90 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 7,722 | -7.27 | 605 | -6.20 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 50,087 | -9.20 | 3,927 | -8.16 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 5,736 | -4.13 | 450 | -3.02 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 46,535 | -1.70 | 3,649 | -0.60 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 48,069 | -22.27 | 3,727 | -5.14 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 59,156 | -9.82 | 4,638 | -8.79 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 74,030 | -5.06 | 5,805 | -3.99 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 16,875 | -0.49 | 1,323 | 0.68 | ||||
| 2026-02-06 | 13F | Hi-Line Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 16,559 | -6.25 | 1,298 | -5.19 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 13 | -91.16 | 1 | -90.91 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 313,649 | -1.53 | 24,593 | -0.41 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 19,779 | -13.82 | 1,551 | -12.87 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 4,446 | -7.57 | 349 | -6.45 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 3,835 | -0.10 | 301 | 1.01 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Berkeley, Inc | 15,204 | -10.85 | 1,192 | -9.83 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1,258,490 | -1.01 | 98,678 | 0.12 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 4,450 | -6.90 | 349 | -5.95 | ||||
| 2026-02-05 | 13F | Fingerlakes Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 3,992 | -7.81 | 318 | -5.07 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 169,123 | -8.27 | 13,261 | -7.23 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 4,327 | -1.01 | 339 | 0.30 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Busey Wealth Management | 13,352 | -5.87 | 1,047 | -4.82 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 68,818 | -11.90 | 5,396 | -10.90 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 167 | -60.89 | 13 | -60.61 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 3,312 | -13.91 | 260 | -13.09 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 98,325 | -3.88 | 7,623 | -3.87 | ||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 5,449 | -0.40 | 427 | 0.71 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4,396 | -0.77 | 345 | 0.29 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 3,551 | -15.43 | 278 | -14.46 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 2,390 | -31.14 | 187 | -30.48 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 84,128 | -9.29 | 6,596 | -8.26 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 56,383 | -2.46 | 4,421 | -1.36 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 151 | -30.09 | 12 | -31.25 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 30,503 | -2.88 | 2,392 | -1.81 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 68,697 | -3.43 | 5,387 | -2.34 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 6,838 | -23.55 | 536 | -22.66 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | Security National Bank | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 34,731 | -8.25 | 2,871 | -2.15 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 135,482 | -8.35 | 10,623 | -7.30 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5,776 | -5.70 | 453 | -4.64 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 9,008 | -3.29 | 706 | -2.22 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 196,512 | -98.73 | 15,409 | -98.72 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 3,170 | -7.07 | 249 | -6.06 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 62,957 | -48.29 | 4,937 | -47.70 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 6,372 | -5.22 | 500 | -4.22 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 9,476 | -11.33 | 743 | -10.27 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 3,229 | -0.77 | 253 | 0.40 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 17,104 | -1.01 | 1,343 | 0.07 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9,892 | -0.01 | 776 | 1.04 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Hm Payson & Co | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 14,268 | -0.47 | 1,119 | 0.63 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 13,044 | -2.74 | 1,023 | -1.64 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 2,650 | -0.82 | 208 | 0.00 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 197,137 | -2.10 | 15,458 | -0.99 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 2,623 | -2.24 | 206 | -1.44 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 60,698 | -2.27 | 4,759 | -1.16 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 179,876 | -1.20 | 14,104 | -0.08 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 94,578 | -0.72 | 7,416 | 0.41 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 58,255 | -5.36 | 4,568 | -4.30 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 8,774 | -0.28 | 688 | 0.73 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 290,142 | -0.87 | 22,750 | 0.26 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 861,100 | -1.75 | 67,519 | -0.63 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 2,556 | -90.75 | 200 | -90.67 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 17,302 | -3.10 | 1,357 | -2.02 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 15,911 | -1.98 | 1,248 | -0.87 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,943 | -3.07 | 2,811 | -1.99 | ||||
| 2026-01-13 | 13F | Presilium Private Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 10,031 | -2.63 | 787 | -1.50 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 7,536 | -0.40 | 591 | 0.68 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | Put | 0 | -100.00 | 0 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 14,285 | -1.48 | 1,120 | -0.36 | ||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 36,143 | -4.09 | 2,834 | -3.01 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 6,200 | -1.04 | 486 | 0.21 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 4,067 | -6.36 | 319 | -5.36 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 29,421 | -3.72 | 2,307 | -2.66 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 20,226 | -4.95 | 1,586 | -3.88 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 15,552 | -3.42 | 1,219 | -2.32 | ||||
| 2026-04-06 | 13F | CX Institutional | 137 | -62.97 | 0 | |||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 25,995 | -0.22 | 2,038 | 0.94 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 46,145 | -12.74 | 3,618 | -11.76 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 3,316 | -0.03 | 260 | 1.17 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 143,111 | -2.23 | 11,221 | -1.12 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 59,496 | -6.73 | 4,665 | -5.66 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 15,351 | -1.71 | 1,204 | -0.58 | ||||
| 2026-05-04 | 13F | Nwam Llc | 6,365 | -0.39 | 499 | -3.11 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 3,044 | -13.99 | 256 | -10.84 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 24,188 | -26.03 | 1,897 | -25.21 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 7,278 | -6.36 | 529 | -25.11 | ||||
| 2026-01-13 | 13F | Stonehearth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4,099 | -2.05 | 318 | -1.25 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2,944 | -1.24 | 231 | -0.43 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 55,019 | -0.33 | 4,314 | -2.62 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 70,755 | -2.03 | 5,548 | -0.93 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 7,534 | -2.89 | 591 | -1.83 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 625,924 | -0.01 | 49,079 | -4.11 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 16,599 | -0.52 | 1,302 | 0.62 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 27,579 | -3.46 | 2,162 | -2.35 | ||||
| 2026-04-21 | 13F | Creekside Partners | 42,465 | -2.48 | 3,330 | -1.36 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 206,205 | -6.60 | 16,168 | -5.54 |
