SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF - Propriedade Institucional - Vendedores

SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
US ˙ ARCA ˙ US78464A8053

Propriedade Institucional e de Fundos - Vendedores

Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)
Ações Δ Ações
(%)
Valor
Reportado
(US$1000)
Δ Valor
(%)
Aloc. de Portf.
(%)
2026-04-17 13F Outlook Wealth Advisors, LLC 0 -100.00 0
2026-05-05 13F UBS Group AG 145,237 -2.18 11,482 -6.26
2026-05-15 13F Tudor Investment Corp Et Al 35,602 -42.09 2,815 -44.52
2026-05-05 13F Atria Investments Llc 80,893 -2.80 6,395 -6.85
2026-04-28 13F Tempus Wealth Planning, LLC 96,528 -1.15 7,632 -5.28
2026-05-11 13F Beacon Capital Management, LLC 4,402 -0.29 348 -4.40
2026-04-27 13F Colonial River Wealth Management, LLC 4,619 -18.68 365 -22.01
2026-05-15 13F Bank Of America Corp /de/ 973,384 -24.54 76,956 -27.69
2026-05-06 13F Morling Financial Advisors, LLC 16,160 -4.25 1,278 -8.26
2026-01-29 13F Sentinel Trust Co Lba 0 -100.00 0
2026-04-30 13F Colton Groome Financial Advisors, Llc 20,715 -6.60 1,638 -10.50
2026-04-08 13F KWB Wealth 40,687 -0.20 3,357 -0.21
2026-04-24 13F TKG Advisors, LLC 57,615 -9.37 4,555 -13.14
2026-01-21 13F NovaPoint Capital, LLC 0 -100.00 0
2026-05-15 13F Nikulski Financial, Inc. 8,857 -13.27 700 -16.86
2026-05-07 13F Little House Capital Llc 66,581 -41.68 5,264 -44.12
2026-05-05 13F Portfolio Strategies, Inc. 155,228 -0.78 12,314 -4.59
2026-05-12 13F Dogwood Wealth Management LLC 34,056 -0.71 2,692 -4.84
2026-04-16 13F Telos Capital Management, Inc. 17,824 -0.19 1,409 -4.34
2026-05-15 13F Larson Financial Group LLC 69,088 -14.39 5,462 -17.96
2026-04-28 13F Raleigh Capital Management Inc. 5,361 -1.80 424 -6.00
2026-04-08 13F Sharper & Granite LLC 23,586 -9.47 1,865 -13.26
2026-05-06 13F Oxford Financial Group Ltd 0 -100.00 0
2026-05-13 13F Prestige Wealth Management Group LLC 2,094 -4.77 166 -8.84
2026-05-13 13F Jaffetilchin Investment Partners, LLC 398,442 -24.45 31,501 -27.61
2026-05-15 13F Warren Averett Asset Management, LLC 274,523 -13.99 21,704 -17.58
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 23,934 -2.86 1,892 -6.89
2026-05-15 13F Blueprint Investment Partners LLC 757,846 -27.59 59,915 -30.60
2026-05-11 13F Daymark Wealth Partners, Llc 23,101 -0.22 1,826 -4.40
2026-04-13 13F Professional Financial Advisors, LLC 1,532,743 -6.48 121,179 -10.38
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 2,614 -50.45 207 -52.64
2026-05-12 13F Summit Trail Advisors, Llc 2,990 -68.41 236 -69.74
2026-04-23 13F Summit Investment Advisory Services, LLC 118,567 -21.83 9,374 -25.10
2026-04-07 13F Farther Finance Advisors, LLC 152,060 -7.55 12,113 -10.73
2026-05-15 13F United Capital Financial Advisers, Llc 97,742 -5.39 7,730 -9.30
2026-05-04 13F Envestnet Asset Management Inc 1,011,111 -34.87 79,938 -37.59
2026-02-13 13F Flow Traders U.s. Llc 0 -100.00 0
2026-05-14 13F Strategic Financial Planning, Inc. 0 -100.00 0
2026-04-24 13F My Purposeful Wealth Corp. 24,763 -0.96 1,958 -5.09
2026-04-06 13F CX Institutional 2,782 -9.20 0
2026-05-13 13F Lloyd Advisory Services, LLC. 398 -92.08 31 -92.51
2026-04-28 13F Berger Financial Group, Inc 8,622 -0.08 682 -4.22
2026-05-06 13F Quest 10 Wealth Builders, Inc. 893 -1.11 71 -5.41
2026-05-01 13F Compass Financial Services Inc 0 -100.00 0
2026-04-07 13F Eastern Bank 0 -100.00 0
2026-05-15 13F Qube Research & Technologies Ltd 644 -56.07 51 -58.33
2026-04-17 13F RFG Advisory, LLC 318,155 -9.03 25,153 -12.82
2026-05-15 13F Legacy Capital Wealth Partners, LLC 9,997 -19.74 790 -23.08
2026-05-04 13F Mml Investors Services, Llc 135,272 -61.03 10,695 -62.65
2026-05-13 13F Fusion Capital, LLC 4,710 -15.56 372 -19.13
2026-05-07 13F Advisor OS, LLC 49,490 -5.00 3,913 -8.98
2026-05-04 13F Procyon Private Wealth Partners, LLC 21,478 -0.32 1,698 -4.45
2026-02-13 13F Total Wealth Planning, Llc 0 -100.00 0
2026-04-10 13F Aquire Wealth Advisors, LLC 485,989 -6.07 38,422 -9.99
2026-05-11 13F Ashton Thomas Private Wealth, LLC 82,209 -0.95 6,499 -5.08
2026-02-04 13F Northeast Planning Associates, Inc. / Nh / 0 -100.00 0
2026-04-16 13F Roble, Belko & Company, Inc 210,628 -15.04 17 -20.00
2026-05-07 13F Fox Financial, Inc 303,648 -0.41 24,006 -4.56
2026-05-15 13F GWM Advisors LLC 55,579 -7.10 431 -91.29
2026-04-15 13F Northbridge Financial Group, Llc 15,453 -4.32 1,290 -3.23
2026-05-14 13F Rockefeller Capital Management L.P. 18,725 -0.36 1,480 -4.52
2026-05-13 13F 1620 Investment Advisors, Inc. 30 -45.45 2 -50.00
2026-05-15 13F Harbour Investments, Inc. 58,659 -3.16 4,638 -7.20
2026-04-22 13F Sutton Place Investors Llc 15,324 -6.13 1,212 -10.03
2026-04-07 13F Attessa Capital LLC 4,423 -14.63 350 -18.27
2026-04-27 13F Hunter Associates Investment Management Llc 2,676 -2.69 0
2026-06-02 13F Blue Edge Capital, LLC 16,679 -0.04 1,319 -4.22
2026-04-07 13F G&S Capital LLC 140,037 -8.20 11,071 -12.03
2026-05-05 13F Signet Financial Management, Llc 8,170 -0.12 646 -4.30
2026-04-29 13F Compass Financial Group, INC/SD 240,018 -2.03 18,976 -6.12
2026-05-06 13F Private Wealth Asset Management, LLC 42 -10.64 3 0.00
2026-04-29 13F Rockwood Wealth Management, LLC 4,947 -1.67 391 -5.78
2026-04-15 13F Sightline Wealth Advisors, LLC 0 -100.00 0
2026-05-12 13F Legacy Advisory Services, LLC 3,549 -88.58 281 -89.08
2026-04-29 13F IAG Wealth Partners, LLC 176,720 -2.11 13,971 -6.19
2026-02-09 13F Fisher Asset Management, LLC 0 -100.00 0
2026-05-21 13F Raab & Moskowitz Asset Management LLC 29,536 -2.49 2,335 -6.53
2026-05-07 13F Virtue Capital Management, LLC 18,742 -23.12 1,440 -28.54
2026-04-14 13F Amicus Financial Advisors, LLC 8,811 -8.05 697 -11.90
2026-05-01 13F Slagle Financial, LLC 13,693 -6.89 1,083 -10.80
2026-02-13 13F LGT Financial Advisors LLC 0 -100.00 0
2026-04-21 13F Echo Wealth Management, LLC 5,366 -25.67 424 -28.74
2026-04-29 13F Raelipskie Partnership 0 -100.00 0
2026-05-14 13F RMG Wealth Management LLC 0 -100.00 0
2026-05-04 13F Flynn Zito Capital Management, Llc 5,658 -0.89 447 -4.89
2026-05-06 13F Decker Wealth Management LLC 0 -100.00 0 -100.00
2026-04-22 13F Apollon Wealth Management, LLC 13,604 -37.44 1,076 -40.08
2026-04-16 13F Brookstone Capital Management 6,115 -16.73 483 -20.17
2026-04-09 13F Peterson Wealth Advisors, LLC 18,633 -0.74 1,473 -4.84
2026-05-15 13F/A EverSource Wealth Advisors, LLC 5,596 -0.85 442 -4.95
2026-04-30 13F Donaldson Capital Management, Llc 4,021 -9.05 318 -12.91
2026-05-11 13F Wells Fargo & Company/mn 1,026,149 -2.38 81,127 -6.45
2026-05-15 13F Ameriprise Financial Inc 1,275,581 -10.91 100,833 -14.64
2026-05-06 13F FSA Advisors, Inc. 3,119 -9.41 247 -14.88
2026-05-01 13F Oakwell Private Wealth Management, LLC 24,617 -0.36 1,946 -4.51
2026-04-13 13F LexAurum Advisors, LLC 25,506 -4.55 2,017 -6.45
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100.00 0
2026-05-05 13F SOUTH STATE Corp 15,743 -1.56 1,245 -5.69
2026-05-01 13F Seaside Wealth Management, Inc. 22,779 -0.11 1,801 -4.31
2026-05-13 13F Signature Equity Partners, LLC 1,283 -6.35 101 -10.62
2026-02-10 13F Principia Wealth Advisory, LLC 79,461 -13.57 6,556 -11.59
2026-05-20 13F TrueWealth Financial Partners 0 -100.00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 562,548 -40.73 44,475 -43.20
2026-04-13 13F Richard P Slaughter Associates Inc 3,265 -4.42 258 -8.19
2026-04-20 13F Focused Wealth Management, Inc 3,476 -2.99 275 -7.12
2026-05-01 13F Mueller Wealth, LLC 186,804 -1.48 14,769 -5.59
2026-05-05 13F Compass Financial Group, Inc. 42,911 -0.22 3,393 -4.37
2026-04-27 13F Koshinski Asset Management, Inc. 9,760 -1.38 772 -5.51
2026-04-08 13F RVW Wealth, LLC 302,469 -1.84 23,913 -5.93
2026-02-17 13F Wealth Watch Advisors, INC 0 -100.00 0
2026-05-08 13F Truepoint, Inc. 0 -100.00 0
2026-05-15 13F AlphaCore Capital LLC 188,259 -10.27 14,884 -14.01
2026-04-21 13F Fullerton Advisors, LLC 51,280 -15.59 4,054 -19.10
2026-05-15 13F Burns Matteson Capital Management, LLC 7,787 -3.98 616 -8.07
2026-05-05 13F Collaborative Wealth Managment Inc. 57,934 -40.77 4,580 -43.24
2026-05-14 13F We Are One Seven, LLC 5,352 -1.87 423 -5.79
2026-05-11 13F Timmons Wealth Management, LLC 487 -0.41 39 -5.00
2026-04-24 13F Private Advisor Group, LLC 3,093,207 -3.35 244,549 -7.39
2026-04-20 13F Sowell Financial Services LLC 14,490 -0.55 1,146 -4.74
2026-04-15 13F DAVENPORT & Co LLC 11,335 -0.33 896 -4.48
2026-05-01 13F Reuter James Wealth Management, Llc 4,143 -19.63 328 -23.06
2026-04-15 13F Journey Strategic Wealth Llc 4,841 -0.37 383 -4.50
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100.00 0
2026-04-21 13F Sequent Planning LLC 13,832 -1.03 1,094 -5.20
2026-04-22 13F DORVAL Corp 292,442 -8.13 23,120 -11.96
2026-05-05 13F Black Diamond Financial, LLC 0 -100.00 0
2026-04-24 13F Balentine LLC 137,544 -2.55 10,874 -6.61
2026-02-12 13F Empower Advisory Group, LLC 0 -100.00 0
2026-02-04 13F AIFG Consultants Ltd. 6,322 -22.58 522 -20.82
2026-04-08 13F Cambridge Financial Group, LLC 13,308 -4.77 1,052 5.41
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 4,588 -97.67 363 -97.77
2026-01-29 13F Compass Ion Advisors, LLC 0 -100.00 0
2026-02-11 13F Simplex Trading, Llc 0 -100.00 0
2026-05-15 13F Advisory Services Network, LLC 93,412 -11.24 7,385 -14.94
2026-01-27 13F VCI Wealth Management LLC 0 -100.00 0
2026-04-27 13F Syntegra Private Wealth Group, LLC 1,412,447 -3.87 111,668 -7.87
2026-05-13 13F Buckingham Strategic Partners 305,762 -3.73 24,174 -7.75
2026-04-28 13F Red Mountain Financial, LLC 26,272 -0.42 2,077 -4.55
2026-05-14 13F Modern Wealth Management, LLC 1,385,835 -4.02 110,396 -7.32
2026-04-07 13F Legacy Private Trust Co. 885,980 -0.76 70,046 -4.90
2026-04-27 13F Altus Wealth Group LLC 32,541 -3.82 2,573 -7.85
2026-04-08 13F Post Resch Tallon Group Inc. 4,579 -6.63 365 -9.90
2026-04-15 13F Wealthcare Capital Partners, LLC 18,170 -10.17 1,437 -13.91
2026-02-12 13F Pitcairn Co 0 -100.00 0
2026-04-29 13F Advance Capital Management, Inc. 24,116 -2.36 1,907 -6.43
2026-04-20 13F Values Added Financial LLC 68,612 -0.52 5,424 -4.67
2026-04-21 13F Maridea Wealth Management LLC 61,224 -2.59 4,840 -6.65
2026-05-11 13F Great Lakes Advisors, Llc 180,319 -3.63 14,256 -7.65
2026-05-05 13F Lane Brothers & Co Inc 32,716 -12.15 2,587 -15.82
2026-05-15 13F Quadcap Wealth Management, LLC 3,289 -26.70 260 -29.73
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 411,814 -29.81 32,558 -32.74
2026-04-09 13F Praetorian Wealth Management, Inc. 47,424 -4.39 3,899 -4.74
2026-05-07 13F MONECO Advisors, LLC 21,186 -36.71 1,675 -39.37
2026-02-09 13F Prospera Financial Services Inc 0 -100.00 0
2026-05-14 13F Brown Brothers Harriman & Co 16,868 -0.01 1,334 -4.17
2026-04-08 13F Partnership Wealth Management, LLC 5,329 -1.72 421 -5.82
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 4,996 -3.68 395 -7.49
2026-05-06 13F Modera Wealth Management, LLC 27,062 -7.42 2,140 -11.28
2026-04-30 13F First Horizon Corp 14,756 -4.60 1,167 -8.62
2026-05-15 13F JT Stratford LLC 63,083 -17.49 4,987 -20.93
2026-04-16 13F Spartan Planning & Wealth Management 140,234 -33.83 11,087 -36.59
2026-05-14 13F HighPoint Advisor Group LLC 370,999 -4.34 29,331 -8.32
2026-05-14 13F Kilter Group LLC 3,611 -0.55 286 -4.68
2026-05-14 13F Gambit Capital Management, LLC 0 -100.00 0
2026-04-15 13F Merit Financial Group, LLC 15,523 -13.82 1,227 -17.37
2026-04-27 13F Truist Financial Corp 26,541 -78.17 2,098 -79.08
2026-04-14 13F SigFig Wealth Management, LLC 288,268 -0.99 22,790 -6.34
2026-05-01 13F Concord Wealth Partners 0 -100.00 0
2026-04-16 13F Annex Advisory Services, LLC 240,396 -1.59 19,006 -5.69
2026-04-16 13F Sentinel Pension Advisors Inc 145,418 -1.96 11,497 -6.06
2026-05-11 13F Rinkey Investments 365,339 -0.78 28,884 -4.92
2026-05-15 13F Resources Management Corp /ct/ /adv 0 -100.00 0
2026-04-24 13F Merited Wealth, LLC 0 -100.00 0
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100.00 0
2026-02-04 13F Flagship Private Wealth, LLC 0 -100.00 0
2026-05-14 13F Wrenne Financial Planning LLC 19,786 -1.34 1,564 -5.44
2026-04-21 13F Keystone Financial Group, Inc. 14,256 -3.88 1,127 -7.85
2026-04-27 13F PAX Financial Group, LLC 74,079 -5.23 5,857 -9.20
2026-05-07 13F Alchemi Wealth, LLC 0 -100.00 0
2026-05-14 13F VestGen Advisors, LLC 99,469 -10.04 8,897 -2.48
2026-05-11 13F WFA of San Diego, LLC 3,147 -2.18 249 -6.42
2026-04-28 13F Jacksonville Wealth Management, LLC 26,194 -4.95 2,071 -8.93
2026-04-16 13F Security National Bank 0 -100.00 0
2026-05-13 13F Freestone Capital Holdings, LLC 3,449 -20.05 273 -23.38
2026-04-29 13F Cary Street Partners Financial Llc 74,652 -5.25 5,902 -9.20
2026-05-11 13F Treasure Coast Financial Planning 416,689 -0.45 32,946 -4.59
2026-05-12 13F Tiaa Trust, National Association 0 -100.00 0
2026-05-06 13F Goodman Financial Corp 6,174 -0.91 488 -5.25
2026-05-04 13F Legacy Capital Group California, Inc. 61,455 -10.88 4,859 -14.59
2026-05-05 13F Mjp Associates Inc /adv 49,122 -4.46 3,884 -8.44
2026-04-24 13F Patten Group, Inc. 6,331 -1.91 501 -6.02
2026-04-28 13F Goldstein Advisors, LLC 10,841 -4.79 857 -8.73
2026-05-08 13F Blair William & Co/il 2,510 -13.75 198 -17.50
2026-04-22 13F Continuum Advisory, LLC 12,697 -1.93 1,004 -6.09
2026-05-11 13F Aptus Capital Advisors, LLC 44,753 -15.88 3,538 -19.37
2026-04-24 13F KPP Advisory Services LLC 0 -100.00 0
2026-04-14 13F SNS Financial Group, LLC 5,602 -4.65 443 -8.68
2026-04-30 13F Beacon Financial Group 126,650 -0.43 10,013 -4.58
2026-05-07 13F Advisor Resource Council 2,933 -3.90 232 -10.12
2026-04-20 13F Ritholtz Wealth Management 7,880 -0.63 623 -4.74
2026-01-21 13F Greenleaf Trust 0 -100.00 0
2026-04-13 13F Wiser Wealth Management, Inc 6,099 -1.74 482 -5.86
2026-04-23 13F Howard Bailey Securities, Llc 4,064 -16.41 321 -19.95
2026-05-14 13F Synergy Investment Management, LLC 4,489 -13.69 355 -17.48
2026-04-23 13F Equita Financial Network, Inc. 24,230 -19.96 1,916 -23.31
2026-05-07 13F VisionPoint Advisory Group, LLC 139,934 -36.70 11,063 -39.34
2026-04-21 13F Fingerlakes Wealth Management, Inc. 25,427 -9.83 2,010 -13.59
2026-04-29 13F Alliance Wealth Management Group 16,490 -0.37 1,304 -4.54
2026-04-10 13F Legacy Wealth Management, LLC / MS 2,974 -28.42 235 -31.29
2026-05-15 13F Cerity Partners LLC 742,992 -0.46 58,741 -4.61
2026-04-30 13F Range Financial Group LLC 3,668 -1.66 290 -5.54
2026-01-21 13F Clayton Financial Group LLC 0 -100.00 0
2026-04-13 13F Successful Portfolios LLC 6,308 -2.83 496 -9.34
2026-05-05 13F Freedom Day Solutions, LLC 124,335 -1.85 9,830 -5.95
2026-04-08 13F First Heartland Consultants, Inc. 3,679 -3.99 291 -8.23
2026-01-29 13F Comerica Bank 7,436 -0.47 613 1.83
2026-04-28 13F Golden State Wealth Management, LLC 0 -100.00 0
2026-04-30 13F Private Trust Co Na 19,591 -0.40 1,549 -4.56
2026-04-07 13F SMI Advisory Services, LLC 2,891 -1.20 232 -6.10
2026-05-11 13F Blueprint Financial Advisors LLC 414,554 -21.05 32,775 -24.34
2026-04-15 13F Ridgeline Wealth, LLC 5,272 -4.39 417 -8.37
2026-04-15 13F Bernardo Wealth Planning LLC 14,419 -0.32 1,140 -4.53
2026-05-06 13F Bessemer Group Inc 970 -32.17 0
2026-02-12 13F Principal Securities, Inc. 0 -100.00 0 -100.00
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 5,658 -1.63 447 -5.70
2026-05-15 13F Perennial Investment Advisors, LLC 51,155 -6.03 4,044 -9.95
2026-05-29 13F Asset Dedication, LLC 14,554 -20.56 1,151 -23.89
2026-04-24 13F Financial Plan, Inc. 14,953 -2.13 1,182 -6.19
2026-05-01 13F Diversify Advisory Services, LLC 0 -100.00 0
2026-05-01 13F Symphony Financial, Ltd. Co. 481,279 -18.68 37,507 -23.74
2026-05-04 13F Westside Investment Management, Inc. 29,953 -2.35 2,368 -6.40
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 3,612 -68.88 286 -70.22
2026-04-01 13F Vigilare Wealth Management 5,301 -32.31 419 -35.14
2026-05-15 13F Advisor Group Holdings, Inc. 1,437,450 -1.93 113,649 -6.02
2026-05-12 13F Moneta Group Investment Advisors Llc 3,042 -9.55 241 -13.36
2026-05-14 13F Retirement Capital Strategies 133,080 -1.20 10,521 -5.32
2026-04-17 13F Paragon Financial Partners, Inc. 3,462 -9.21 292 -7.01
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100.00 0
2026-04-21 13F Delap Wealth Advisory, Llc 81,364 -0.44 6,433 -4.58
2026-05-05 13F Journey Advisory Group, LLC 12,191 -73.89 964 -75.01
2026-05-22 13F WNY Asset Management, LLC 9,913 -0.04 784 -2.00
2026-04-21 13F Broadway Wealth Solutions, Inc. 0 -100.00 0
2026-04-07 13F Signaturefd, Llc 1,849 -10.72 146 -14.12
2026-04-29 13F Horst & Graben Wealth Management LLC 4,447 -17.34 386 -12.87
2026-02-06 13F GPS Wealth Strategies Group, LLC 327 -93.02 27 -93.12
2026-04-30 13F Winch Advisory Services, LLC 595,816 -0.19 47,105 -4.35
2026-02-13 13F Aviso Wealth Management 0 -100.00 0
2026-04-09 13F Wedmont Private Capital 0 -100.00 0
2026-04-27 13F BIP Wealth, LLC 247,384 -8.56 19,558 -12.37
2026-05-14 13F Financial Sense Advisors, Inc. 31,038 -15.96 2,454 -19.47
2026-02-04 13F First National Advisers, LLC 0 -100.00 0
2026-04-22 13F Janney Montgomery Scott LLC 13,309 -46.55 1 -50.00
2026-04-28 13F Kingswood Wealth Advisors, Llc 17,819 -0.71 1,409 -4.86
2026-05-14 13F Capital Analysts, Inc. 98,844 -0.68 8 -12.50
2026-04-22 13F Matauro, Llc 23,598 -4.10 1,866 -8.13
2026-04-17 13F Krilogy Financial LLC 10,177 -2.13 867 -0.92
2026-04-22 13F Evensky & Katz LLC 141,417 -4.20 11 -8.33
2026-05-13 13F Prosperity Financial Group, Inc. 8,584 -26.05 679 -29.15
2026-04-20 13F Dagco, Inc. 49,549 -13.79 3,917 -17.38
2026-05-14 13F SlateStone Wealth, LLC 8,699 -1.20 1
2026-02-17 13F Citadel Advisors Llc 0 -100.00 0 -100.00
2026-04-29 13F BEAM Asset Management, LLC 51,726 -4.71 4,089 -8.69
2026-05-04 13F Sigma Planning Corp 6,206 -2.83 491 -6.84
2026-05-15 13F Change Path, LLC 16,867 -1.50 1,334 -5.59
2026-02-11 13F Parallel Advisors, LLC 237,762 -2.10 19,615 0.15
2026-05-14 13F Gladstone Institutional Advisory LLC 0 -100.00 0
2026-05-08 13F Sofos Investments, Inc. 30,383 -5.09 2,402 -9.02
2026-05-11 13F RWM Asset Management, LLC 7,194 -1.18 569 -7.19
2026-05-20 13F January Capital Advisors LLC 0 -100.00 0
2026-04-08 13F RDA Financial Network 5,974 -1.65 472 -5.79
2026-02-13 13F Colony Group, LLC 398,131 -1.67 32,845 0.49
2026-04-09 13F Wealth Alliance Advisory Group, LLC 85,112 -15.19 6,729 -18.73
2026-05-07 13F Broderick Brian C 21,600 -7.59 1,708 -11.46
2026-04-14 13F Foresight Capital Management Advisors, Inc. 0 -100.00 0
2026-05-14 13F Rockbridge Investment Management, LCC 933,841 -1.74 73,829 -5.83
2026-05-04 13F Savant Capital, LLC 78,394 -2.64 6,198 -6.71
2026-05-01 13F Towercrest Capital Management 19,740 -0.39 1,561 -4.53
2026-05-07 13F Integrated Capital Management, Inc. 84,091 -4.39 6,648 -8.38
2026-04-07 13F Park Avenue Securities Llc 414,084 -1.09 33 -5.88
2026-05-01 13F Abound Financial, Llc 287,728 -9.12 22,748 -12.91
2026-05-15 13F Vista Investment Management 6,340 -0.52 501 -4.57
2026-05-15 13F Susquehanna International Group, Llp 0 -100.00 0 -100.00
2026-04-16 13F Friday Financial 14,089 -0.76 1,114 -4.95
2026-05-15 13F Solano Wealth Investment Advisors LLC 23,532 -8.90 1,860 -12.72
2026-04-28 13F Belpointe Asset Management LLC 4,615 -75.48 365 -76.55
2026-05-13 13F Ameritas Investment Partners, Inc. 9,630 -9.20 761 -13.03
2026-05-01 13F Johnson Investment Counsel Inc 0 -100.00 0
2026-04-24 13F Root Financial Partners, LLC 19,917 -4.89 1,575 -8.86
2026-04-09 13F CRA Financial Services, LLC 3,439 -0.03 272 -4.24
2026-05-15 13F Strive Financial Group ,LLC 7,770 -4.66 614 -8.63
2026-04-13 13F/A Sunburst Financial Group, LLC 13,439 -35.37 1,062 -38.08
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100.00 0
2026-04-20 13F Emprise Bank 16,339 -0.01 1,292 -4.23
2026-05-15 13F Peapack Gladstone Financial Corp 3,190 -0.47 0
2026-04-13 13F Sherman Wealth Management LLC 4,482 -1.19 354 -5.35
2026-04-28 13F Hoey Investments, Inc 0 -100.00 0
2026-05-14 13F Bank Of Hawaii 46,044 -1.04 3,640 -5.16
2026-05-15 13F Vertex Planning Partners, LLC 9,746 -5.55 771 -9.52
2026-05-07 13F Tidemark, LLC 1,045 -1.79 83 -5.75
2026-05-15 13F MidFirst Bank 31,824 -3.26 2,516 -7.26
2026-01-27 13F Financial Management Professionals, Inc. 0 -100.00 0
2026-05-15 13F Destination Wealth Management 26,460 -1.38 2,092 -5.51
2026-04-28 13F Bogart Wealth, LLC 36 -84.75 3 -89.47
2026-04-03 13F Investors Research Corp 131,905 -6.55 10,428 -10.44
2026-05-14 13F Renaissance Technologies Llc 0 -100.00 0
2026-04-22 13F Formidable Asset Management, LLC 3,597 -2.04 297 0.00
2026-05-22 13F Wellington Grp LLC 0 -100.00 0 -100.00
2026-05-05 13F Beaumont Financial Advisors, LLC 4,049 -14.03 320 -17.53
2026-05-13 13F Brinker Capital Investments, LLC 4,641 -19.08 367 -22.62
2026-04-24 13F Royal Harbor Partners, LLC 158,736 -31.02 12,550 -33.89
2026-05-12 13F Advocacy Wealth Management Services, LLC 62,504 -0.03 4,942 -4.21
2026-05-14 13F Ieq Capital, Llc 0 -100.00 0
2026-05-06 13F World Equity Group, Inc. 2,685 -16.02 212 -19.39
2026-05-15 13F Empowered Funds, LLC 0 -100.00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1,405,129 -27.74 112,087 -31.26
2026-05-11 13F Wbi Investments, Inc. 55,114 -8.34 4,357 -12.16
2026-04-13 13F Woodside Wealth Management LLC 0 -100.00 0
2026-05-14 13F EP Wealth Advisors, Inc. 26,534 -20.12 2,098 -23.47
2026-04-20 13F Peirce Capital Management, LLC 8,606 -12.56 680 -16.15
2026-05-14 13F Neuberger Berman Group LLC 4,174 -3.02 330 -7.32
2026-04-10 13F Atala Financial Inc 0 -100.00 0
2026-05-15 13F IMG Wealth Management, Inc. 119 -50.21 9 -52.63
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-05-14 13F Andrews Advisory Associates, LLC 58,426 -11.21 4,619 -14.90
2026-02-13 13F SYM FINANCIAL Corp 0 -100.00 0 -100.00
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