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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 4,616 | -7.88 | 331 | -2.37 | ||||
| 2026-05-05 | 13F | PFG Advisors | 5,195 | -28.58 | 372 | -24.39 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 326,591 | -14.71 | 23,387 | -9.71 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 3,420 | -37.06 | 245 | -56.51 | ||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 3,593 | -54.41 | 257 | -51.78 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 222,930 | -91.67 | 15,964 | -91.18 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 143,348 | -4.08 | 10,265 | 1.54 | ||||
| 2026-05-15 | 13F | Fmr Llc | 585 | -26.23 | 42 | -22.64 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 17,649 | -0.51 | 1,264 | 5.34 | ||||
| 2026-05-07 | 13F | Richard C. Young & CO., LTD. | 57,950 | -1.26 | 4,150 | 4.54 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2,835 | -28.41 | 203 | -23.97 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 129,971 | -21.15 | 9,307 | -16.52 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | National Philanthropic Trust | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 77,685 | -0.40 | 5,877 | 11.39 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 5,529 | -36.05 | 396 | -32.36 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 235,777 | -2.64 | 16,884 | 3.08 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 7,833 | -61.61 | 561 | -59.42 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 9,255 | -31.23 | 663 | -27.25 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 336,000 | -28.10 | 24,061 | -23.88 | |||
| 2026-05-06 | 13F | Assetmark, Inc | 515 | -99.50 | 37 | -99.48 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 197,836 | -2.22 | 14,167 | 3.52 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 2,995 | -25.03 | 214 | -20.74 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 200 | -27.54 | 14 | -22.22 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 648 | -70.11 | 46 | -68.49 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 273,022 | -10.69 | 19,551 | -5.45 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 83,075 | -6.96 | 5,949 | -1.49 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3,084 | -3.35 | 221 | 2.33 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3,648 | -57.03 | 261 | -54.53 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 3,740 | -1.32 | 268 | 4.30 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 56,100 | -22.62 | 4,017 | -25.82 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 13,475 | -24.18 | 965 | -19.80 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15,116 | -49.33 | 1,079 | -46.55 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 40,414 | -1.05 | 2,894 | 4.78 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 1,024 | -50.84 | 73 | -47.86 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 4,991 | -2.41 | 357 | 3.48 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 25,199 | -49.19 | 1,804 | -46.21 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 10,577 | -7.40 | 715 | 40.75 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 27,024 | -1.39 | 1,935 | 4.43 | ||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 37,851 | -53.19 | 2,711 | -50.45 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 254,683 | -16.34 | 18,238 | -11.43 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 3,642 | -33.33 | 261 | -29.54 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 10,658 | -5.15 | 762 | 0.13 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 69,938 | -17.84 | 5,008 | -13.01 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 157,802 | -2.66 | 11,300 | 3.06 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 1,000 | -12.43 | 72 | -7.79 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3,890 | -26.98 | 279 | -22.78 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 66,310 | -54.63 | 4,748 | -51.97 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Independent Financial Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 388,864 | -36.63 | 27,847 | -32.91 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 13,491 | -1.79 | 966 | 6.04 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 55,414 | -58.41 | 3,968 | -55.97 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 10,165 | -24.15 | 728 | -19.76 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 3,293 | -43.29 | 236 | -40.05 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 227,025 | -21.14 | 15,356 | 127,858.33 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 188,523 | -11.60 | 13,500 | -6.41 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 48,340 | -13.06 | 3,462 | -7.95 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 2,845 | -9.88 | 204 | -4.69 | ||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 21,194 | -27.84 | 1,518 | -23.62 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1,247 | -95.76 | 89 | -95.53 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Dauntless Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Guardian Point Capital, Lp | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 252,039 | -5.72 | 18,049 | -0.23 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 16,771 | -9.51 | 1,201 | -4.23 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 668,452 | -9.44 | 47,868 | -4.12 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 14,533 | -70.63 | 1,041 | -68.93 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 18,227 | -16.78 | 1,305 | -11.88 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 19 | -98.82 | 1 | -98.59 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 1,001 | -95.90 | 72 | -95.70 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 197,687 | -37.41 | 14,156 | -33.74 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 10 | -90.20 | 1 | -100.00 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 691 | -98.59 | 49 | -98.53 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 13,617 | -0.31 | 975 | 5.63 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 52,035 | -13.22 | 3,726 | -8.11 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3,874 | -30.55 | 277 | -26.53 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 36,094 | -2.77 | 2,585 | 2.91 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 22,784 | -7.04 | 1,632 | -1.57 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 11,660 | -78.59 | 835 | -77.36 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7,462 | -20.96 | 534 | -16.30 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 50,754 | -23.34 | 3,634 | -18.85 | ||||
| 2026-05-15 | 13F | Intrepid Family Office Llc | 72,000 | -6.49 | 5,156 | -1.02 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 11,430 | -1.21 | 819 | 4.60 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 224,712 | -10.55 | 16,091 | -5.30 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5,370 | -14.98 | 385 | -10.07 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 74,887 | -37.29 | 5,363 | -33.61 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 62,976 | -71.57 | 4,510 | -69.90 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 3,679 | -32.84 | 263 | -28.92 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 4,800 | -31.43 | 344 | -27.48 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 19,480 | -80.10 | 1,395 | -78.95 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 66,576 | -27.53 | 4,768 | -23.29 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 43,359 | -36.46 | 3,105 | -32.74 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 6,178 | -67.29 | 442 | -65.39 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8,059 | -12.17 | 577 | -13.10 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 7,042 | -10.43 | 504 | -5.08 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Total Investment Management Inc | 6,244 | -4.37 | 447 | 1.36 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 12,617 | -0.53 | 904 | 5.37 | ||||
| 2026-05-04 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 38,666 | -17.99 | 2,769 | -13.20 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 12,931 | -60.27 | 875 | -39.60 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 51,044 | -3.98 | 3,655 | 1.67 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 33,525 | -1.80 | 2,401 | 3.94 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 15,249 | -12.78 | 1,092 | -7.70 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 503,923 | -27.62 | 36,086 | -23.38 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 9,702 | -79.47 | 695 | -78.28 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 156,093 | -5.29 | 11,178 | 0.27 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 3,905 | -52.42 | 280 | -49.73 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 9,890 | -67.15 | 708 | -65.23 | ||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 1,000 | -66.67 | 72 | -64.85 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 172 | -2.82 | 12 | 9.09 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 518,100 | -3.45 | 37,101 | 2.22 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 24,050 | -20.95 | 1,722 | -16.29 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 3,842 | -81.05 | 275 | -79.94 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 51,457 | -8.29 | 3,685 | -2.64 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 36,672 | -33.72 | 3 | -33.33 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 68,440 | -22.73 | 4,901 | -18.21 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 5,503 | -14.81 | 394 | -9.63 | ||||
| 2026-05-15 | 13F | Lombard Odier Asset Management (USA) Corp | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 23,735 | -26.47 | 1,640 | -34.32 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 192,659 | -53.94 | 13,796 | -51.23 | ||||
| 2026-02-03 | 13F | Morton Capital Management LLC/CA | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 4,156 | -77.77 | 298 | -76.50 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 8 | -99.08 | 1 | -100.00 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 6,565 | -47.27 | 470 | -44.18 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 10,793 | -49.65 | 773 | -46.72 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 11,006 | -29.15 | 788 | -24.95 | ||||
| 2026-02-12 | 13F | Haven Private, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 18,159 | -76.65 | 1 | -80.00 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 3,580 | -83.24 | 257 | -82.20 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 14,365 | -51.19 | 1,029 | -48.34 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 13,411 | -21.41 | 960 | -16.81 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 10,223 | -16.46 | 732 | -11.49 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 21,259 | -33.13 | 1,522 | -29.21 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 25,285 | -10.13 | 1,811 | -4.89 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Gradient Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Connective Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 9,030 | -6.23 | 647 | -0.77 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Wright Wealth Llc | 4,811 | -52.39 | 344 | -49.63 | ||||
| 2026-05-08 | 13F | Sprott Inc. | 41,243 | -8.87 | 2,953 | -3.53 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 14,767 | -15.76 | 1,057 | -10.80 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 5,276 | -61.62 | 354 | -62.08 | ||||
| 2026-02-11 | 13F | X-Square Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 51,425 | -4.08 | 3,683 | 1.54 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 46,761 | -16.96 | 3,349 | -12.08 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 10,197 | -5.03 | 730 | 0.55 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1,227,539 | -30.35 | 87,904 | -26.26 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1,986 | -72.61 | 142 | -71.02 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 16,943 | -43.08 | 1,213 | -39.74 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 23,692 | -5.88 | 1,603 | 43.16 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3,130 | -1.11 | 224 | 4.67 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 4,095 | -3.83 | 293 | 1.74 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3,870 | -81.76 | 277 | -80.68 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 383 | -41.08 | 27 | -37.21 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 77,307 | -22.61 | 5,536 | -18.07 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 24,189 | -16.47 | 1,732 | -11.54 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 118,076 | -96.13 | 7,876 | -96.19 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 26,049 | -52.43 | 1,865 | -49.65 |