SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF - Propriedade Institucional - Vendedores

SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
US ˙ ARCA ˙ US78464A4094

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.
(%)
2026-04-09 13F Stewardship Concepts Financial Services Llc 4,140 -66.83 405 -69.62
2026-05-08 13F Fortis Group Advisors, LLC 95,240 -13.31 10,704 -9.15
2026-02-04 13F Liberty Wealth Management Llc 0 -100.00 0
2026-04-17 13F BCS Wealth Management 118,612 -46.22 11,613 -50.65
2026-04-28 13F Tempus Wealth Planning, LLC 7,472 -2.97 732 -10.96
2026-04-27 13F Colonial River Wealth Management, LLC 2,237 -49.19 219 -53.30
2026-04-10 13F Sterling Manor Financial, LLC 94,787 -10.38 9,281 -17.77
2026-05-13 13F Synergy Financial Management, LLC 0 -100.00 0
2026-05-13 13F Parkside Financial Bank & Trust 2,556 -2.59 250 -10.39
2026-05-08 13F TPG Financial Advisors, LLC 140,269 -2.03 13,734 -10.10
2026-04-24 13F Swmg, Llc 0 -100.00 0
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100.00 0
2026-04-27 13F Independent Solutions Wealth Management, LLC 0 -100.00 0
2026-04-30 13F Colton Groome Financial Advisors, Llc 36,874 -0.51 3,610 -8.70
2026-04-17 13F Monticello Wealth Management, Llc 0 -100.00 0
2026-05-13 13F Prestige Wealth Management Group LLC 1,223 -3.93 120 -11.85
2026-05-12 13F Summit Trail Advisors, Llc 9,522 -16.84 932 -23.67
2026-05-13 13F Hill Island Financial Llc 44,449 -0.88 4,352 -9.03
2026-04-07 13F Park Avenue Securities Llc 35,356 -72.17 3 -76.92
2026-04-24 13F Stegent Equity Advisors, Inc. 5,276 -78.31 517 -80.12
2026-05-05 13F Ethos Financial Group, LLC 0 -100.00 0
2026-02-11 13F SlateStone Wealth, LLC 0 -100.00 0
2026-05-08 13F NewSquare Capital LLC 99,555 -1.66 9,747 -9.76
2026-05-11 13F Fourth Dimension Wealth, LLC 15,753 -6.63 1,542 -14.33
2026-04-17 13F Worth Asset Management, LLC 0 -100.00 0
2026-05-11 13F CAPROCK Group, Inc. 28,472 -4.33 2,788 -12.22
2026-05-04 13F Envestnet Asset Management Inc 8,585,657 -23.23 840,622 -29.55
2026-05-08 13F Boulder Wealth Advisors, LLC 33,339 -24.60 3,264 -30.80
2026-05-15 13F CI Private Wealth, LLC 856,830 -2.58 83,056 -11.50
2026-05-15 13F Mcdonald Partners Llc 21,916 -1.13 2,146 -9.30
2026-05-13 13F Triumph Capital Management 203 -51.78 20 -56.82
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100.00 0
2026-02-18 13F Hershey Financial Advisers, LLC 0 -100.00 0
2026-05-12 13F Tiaa Trust, National Association 84,824 -95.10 8,305 -95.51
2026-02-03 13F/A Mount Yale Investment Advisors, LLC 358,726 -40.02 34,194 -28.86
2026-04-08 13F Wealth Advisors Northwest LLC 20,853 -0.46 2,042 -8.68
2026-05-12 13F WCG Wealth Advisors LLC 59,555 -16.22 5,831 -23.09
2026-05-20 13F/A Arete Wealth Advisors, LLC 71,471 -14.00 6,994 87,312.50
2026-05-04 13F Sfam, Llc 86,549 -0.54 8,474 -8.72
2026-05-11 13F Arrow Financial Corp 4,792 -1.03 469 -9.11
2026-05-15 13F Talisman Wealth Advisors LLC 4,182 -10.49 320 -15.12
2026-05-06 13F Aspetuck Financial Management LLC 23,631 -24.11 2,314 -30.37
2026-05-13 13F Mach-1 Financial Group, Inc. 6,126 -21.33 600 -27.83
2026-05-13 13F Measured Wealth Private Client Group, LLC 49,724 -10.54 4,868 -17.91
2026-05-19 13F Winnow Wealth Llc 0 -100.00 0
2026-04-15 13F Bright Futures Wealth Management, LLC. 0 -100.00 0
2026-02-02 13F Marks Wealth, LLC 0 -100.00 0
2026-04-14 13F Twelve Points Wealth Management LLC 11,457 -2.21 1,122 -11.31
2026-04-28 13F SBI Securities Co., Ltd. 7,051 -10.26 690 -17.66
2026-04-21 13F Meridian Financial, LLC 20,612 -3.71 2,018 -11.65
2026-04-20 13F Centennial Wealth Advisory LLC 113,271 -17.61 11,091 -24.40
2026-05-06 13F World Equity Group, Inc. 0 -100.00 0
2026-04-14 13F Hudson Valley Investment Advisors Inc /adv 4,067 -9.42 398 -16.91
2026-04-22 13F Carroll Advisory Group, LLC 2,303 -38.16 225 -43.32
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 37,192 -62.31 3,641 -65.42
2026-05-14 13F StoneX Group Inc. 2,723 -1.30 267 -9.52
2026-04-24 13F Heritage Oak Wealth Advisors Llc 0 -100.00 0
2026-05-14 13F Rialto Wealth Management, LLC 18,502 -1.12 1,812 -9.27
2026-04-24 13F Luminist Capital LLC 0 -100.00 0
2026-05-12 13F Prostatis Group LLC 3,760 -15.39 368 -22.36
2026-05-11 13F First National Bank Of Omaha 7,918 -1.85 775 -9.88
2026-05-06 13F Gryphon Financial Partners LLC 9,162 -33.11 897 -38.60
2026-04-15 13F Northbridge Financial Group, Llc 2,332 -32.07 247 -32.79
2026-05-15 13F Imprint Wealth LLC 130 -0.76 13 -7.69
2026-04-24 13F Essex Financial Services, Inc. 8,519 -11.56 834 -18.79
2026-04-30 13F Paladin Advisory Group, LLC 4,373 -5.79 428 -13.54
2026-02-09 13F Summitry Llc 0 -100.00 0
2026-05-01 13F Associated Banc-corp 0 -100.00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100.00 0
2026-04-13 13F Reston Wealth Management Llc 642,954 -3.83 62,952 -11.75
2026-05-14 13F Brown Brothers Harriman & Co 2,475 -2.52 242 -10.37
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100.00 0
2026-05-18 13F Edgestream Partners, L.P. 3,150 -45.64 308 -50.16
2026-05-14 13F Catalytic Wealth RIA, LLC 7,558 -0.08 740 -8.30
2026-02-17 13F Safe Harbor Fiduciary, LLC 0 -100.00 0
2026-05-14 13F Rockefeller Capital Management L.P. 220,887 -11.54 21,627 -18.83
2026-05-07 13F Commonwealth Financial Services, LLC 5,745 -0.61 562 -8.77
2026-05-13 13F BlackRock, Inc. 35,616 -68.34 3,487 -70.95
2026-05-12 13F M&t Bank Corp 133,076 -13.88 13,029 -20.97
2026-04-20 13F Gilbert Capital Group, Inc. 0 -100.00 0
2026-05-01 13F Innovative Wealth Building LLC 6,038 -0.18 591 -8.37
2026-05-15 13F KM Capital Management Ltd. 5,931 -58.22 705 -53.50
2026-04-23 13F Oppenheimer Asset Management Inc. 5,279 -5.56 517 -13.42
2026-04-29 13F Waters Parkerson & Co., Llc 0 -100.00 0
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 30,853 -0.81 3,021 -9.01
2026-04-27 13F New England Capital Financial Advisors LLC 105,439 -7.18 10,323 -14.83
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 10,245 -1.68 1,003 -9.72
2026-05-15 13F AlphaCore Capital LLC 3,892 -58.89 381 -62.28
2026-04-24 13F Root Financial Partners, LLC 6,606 -1.52 647 -9.65
2026-04-22 13F Apollon Wealth Management, LLC 20,854 -48.41 2,042 -52.68
2026-04-27 13F Arcadia Wealth Management, LLC 12,324 -1.16 1,207 -9.32
2026-05-12 13F BlackDiamond Wealth Management Inc. 2,860 -4.12 280 -11.39
2026-04-15 13F AlphaStar Capital Management, LLC 1,211,737 -10.69 118,641 -18.05
2026-01-30 13F Kiker Wealth Management, LLC 0 -100.00 0
2026-04-17 13F Discipline Wealth Solutions, LLC 2,344 -7.09 230 -14.87
2026-05-07 13F ESL Trust Services, LLC 22,277 -24.52 2,181 -30.74
2026-04-27 13F Tennessee Valley Asset Management Partners 11,920 -4.65 1,167 -12.45
2026-05-15 13F OmniStar Financial Group, Inc. 0 -100.00 0
2026-04-30 13F Indivisible Partners 6,011 -14.46 589 -21.50
2026-05-13 13F Signature Equity Partners, LLC 0 -100.00 0
2026-03-19 13F Painted Porch Advisors LLC 0 -100.00 0 -100.00
2026-02-06 13F Tortoise Investment Management, LLC 0 -100.00 0
2026-04-14 13F Drive Wealth Management, Llc 9,428 -3.84 923 -11.76
2026-05-04 13F Flynn Zito Capital Management, Llc 66,412 -2.47 6,502 -10.50
2026-05-12 13F Luken Investment Analytics, LLC 43,235 -2.15 4,233 -10.20
2026-04-16 13F Lee Johnson Capital Management, Llc 0 -100.00 0
2026-04-23 13F Fortitude Financial, LLC 222,230 -0.07 21,759 -8.30
2026-04-30 13F Petix & Botte Co 67,106 -41.66 13,174 7.34
2026-05-01 13F Avion Wealth 1,466 -10.17 0
2026-05-12 13F Ausdal Financial Partners, Inc. 30,714 -19.78 3,007 -26.39
2026-05-15 13F/A Prepared Retirement Institute LLC 89,113 -5.32 8,725 -13.11
2026-03-12 13F Nalls Sherbakoff Group, Llc 0 -100.00 0
2026-05-15 13F Sun Financial Inc 12,340 -5.41 1,484 6.69
2026-04-22 13F Goodman Advisory Group, LLC 850 -66.94 83 -69.71
2026-05-14 13F Empower Advisory Group, LLC 4,243 -6.77 415 -14.43
2026-05-01 13F Pittenger & Anderson Inc 0 -100.00 0
2026-04-21 13F Old Second National Bank Of Aurora 2,784 -1.42 273 -9.63
2026-04-23 13F J.w. Cole Advisors, Inc. 62,519 -9.91 6,121 64.19
2026-05-05 13F Collaborative Wealth Managment Inc. 63,796 -42.71 6,246 -47.43
2026-05-14 13F Betterment LLC 43,087 -0.03 4 0.00
2026-04-15 13F Riversedge Advisors, Llc 330,316 -3.20 32,341 -11.17
2026-04-08 13F Inspirion Wealth Advisors, Llc 167,415 -33.25 16,392 -38.75
2026-05-13 13F Mariner, LLC 1,365,582 -9.11 133,704 -16.60
2026-05-11 13F Convergence Financial, LLC 499,430 -7.97 49,351 -14.77
2026-04-21 13F Wallace Advisory Group, LLC 9,868 -8.29 966 -15.85
2026-05-14 13F Northern Trust Corp 230,725 -8.07 22,590 -15.65
2026-05-15 13F Strategic Advocates LLC 0 -100.00 0
2026-05-21 13F Raab & Moskowitz Asset Management LLC 20,296 -1.71 1,987 -9.80
2026-04-20 13F Ronald Blue Trust, Inc. 2,323 -4.13 227 -12.02
2026-04-29 13F ArborFi Advisors, LLC 91,942 -11.06 9,002 -18.39
2026-05-01 13F Win Advisors, Inc 0 -100.00 0
2026-04-22 13F RMR Wealth Builders 4,355 -25.68 426 -31.84
2026-05-11 13F Integrity Advisory Solutions, LLC 9,029 -1.15 884 -9.24
2026-05-15 13F Rehmann Capital Advisory Group 21,465 -0.19 2,102 -8.41
2026-04-15 13F Journey Strategic Wealth Llc 10,360 -3.12 1,014 -11.13
2026-05-14 13F Tempo Wealth, LLC 184,996 -0.00 18,113 -8.24
2026-01-15 13F Retireful, LLC 0 -100.00 0 -100.00
2026-04-24 13F TSG Advice Partners, LLC 12,450 -0.07 1,219 -8.35
2026-05-11 13F Elevation Wealth Management LLC 0 -100.00 0
2026-05-01 13F Harwood Advisory Group, LLC 39,710 -23.24 3,888 -29.57
2026-04-20 13F Sowell Financial Services LLC 2,508 -4.71 246 -12.50
2026-04-13 13F Winthrop Advisory Group LLC 34,685 -0.46 3,396 -8.66
2026-05-15 13F Hancock Whitney Corp 68,873 -2.15 6,770 -9.85
2026-05-11 13F Estate Planners Group, LLC 0 -100.00 0
2026-05-13 13F Buckingham Strategic Partners 8,277 -21.07 810 -27.55
2026-05-13 13F Argent Trust Co 2,113 -11.81 207 -19.22
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-05-14 13F Pinnacle Family Advisors, LLC 0 -100.00 0
2026-05-22 13F Wellington Grp LLC 475 -45.78 47 -50.54
2026-02-04 13F AIFG Consultants Ltd. 3,371 -8.57 360 -6.75
2026-04-24 13F KC Investment Advisors, LLC 8,858 -8.97 867 -16.47
2026-04-27 13F HB Wealth Management, LLC 2,767,124 -42.13 251,314 -48.64
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,898 -4.92 284 -12.92
2026-05-12 13F Atlantic Union Bankshares Corp 16 -86.32 2 -91.67
2026-04-29 13F Advance Capital Management, Inc. 21,994 -7.48 2,153 -15.10
2026-04-10 13F Harbor Group, Inc. 192,303 -0.26 18,828 -8.48
2026-05-07 13F Centerpoint Advisors, LLC 11,783 -1.91 1 0.00
2026-04-21 13F Sage Financial Management Group, Inc. 117,386 -3.45 11,493 -11.40
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 399 -97.93 39 -98.10
2026-05-04 13F Copia Wealth Management 481 -58.64 47 -62.10
2026-04-22 13F Cornerstone Wealth Group, LLC 1,867 -96.53 205 -96.43
2026-04-23 13F Impact Partnership Wealth, LLC 6,302 -25.27 617 -31.37
2026-04-08 13F Accel Wealth Management 4,103 -5.31 402 -13.20
2026-04-13 13F Buska Wealth Management, LLC 265,128 -12.68 25,959 -19.87
2026-02-11 13F Fund Evaluation Group, LLC 0 -100.00 0
2026-04-14 13F Davidson Capital Management Inc. 0 -100.00 0
2026-04-30 13F First Horizon Corp 6,233 -6.03 610 -13.72
2026-05-15 13F Quadcap Wealth Management, LLC 11,975 -12.14 1,172 -19.39
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 3,418 -1.16 386 4.89
2026-05-12 13F Colonial Trust Co / SC 2,447 -4.38 240 -12.45
2026-04-27 13F Qrg Capital Management, Inc. 3,146 -20.07 308 -26.49
2026-05-14 13F Laraway Financial Inc 2,925 -1.18 286 -9.21
2026-04-21 13F Pinnacle Wealth Management, LLC 31,262 -0.06 3,061 -8.30
2026-05-11 13F Wrapmanager Inc 87,990 -3.91 8,615 -11.82
2026-04-15 13F Third View Private Wealth, LLC 19,238 -11.03 1,884 -18.38
2026-05-13 13F Lowery Thomas, Llc 27,986 -1.91 2,740 -9.99
2026-04-21 13F Trilogy Capital Inc. 152,816 -9.18 14,962 -16.66
2026-05-14 13F Baird Financial Group, Inc. 112,411 -0.55 11,006 -8.74
2026-05-14 13F Provida Pension Fund Administrator 0 -100.00 0 -100.00
2026-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2026-05-08 13F AMJ Financial Wealth Management 15,187 -16.13 1,487 -23.08
2026-04-14 13F Retirement Management Systems Inc. 316,966 -4.16 31,034 -12.06
2026-04-14 13F SigFig Wealth Management, LLC 66,638 -43.79 6,525 -48.43
2026-05-15 13F Journey Retirement Planning & Investment Management Llc 70,509 -79.33 6,904 -81.03
2026-01-26 13F CMC Financial Group 0 -100.00 0
2026-04-27 13F Truist Financial Corp 2,575,653 -3.25 252,182 -11.22
2026-04-15 13F Buttonwood Financial Group, LLC 55,908 -4.27 5,474 -13.15
2026-04-22 13F Spire Wealth Management 10,222 -13.33 1,001 -20.51
2026-05-13 13F Brinker Capital Investments, LLC 19,566 -95.85 1,916 -96.19
2026-05-13 13F Freestone Capital Holdings, LLC 35,892 -30.66 3,514 -36.36
2026-04-29 13F Cary Street Partners Financial Llc 144,979 -2.13 14,195 -10.20
2026-05-15 13F Glen Eagle Advisors, LLC 73,955 -21.65 7,241 -28.11
2026-05-13 13F Mpwm Advisory Solutions, Llc 38,365 -0.72 3,756 -8.90
2026-05-06 13F Assetmark, Inc 18,655 -69.41 1,826 -71.94
2026-04-22 13F Oak Harvest Investment Services 59,268 -14.13 5,803 -21.21
2026-05-13 13F Bank Of Montreal /can/ 23,176 -12.46 2,269 -19.65
2026-04-10 13F Novem Group 2,697 -7.95 264 -15.38
2026-02-23 13F Forthright Family Wealth Advisory LLC 0 -100.00 0
2026-04-28 13F Nbt Bank N A /ny 92 -14.02 9 0.00
2026-05-14 13F VestGen Advisors, LLC 16,791 -51.24 1,973 -46.30
2026-04-10 13F Centurion Wealth Management LLC 3,748 -1.70 367 -9.85
2026-05-05 13F Ackerman Capital Advisors, LLC 762,853 -0.13 74,691 -8.35
2026-05-15 13F Copley Financial Group, Inc. 4,183 -0.38 410 -8.71
2026-05-14 13F Advisory Alpha, LLC 2,950,100 -15.67 288,850 -22.62
2026-05-14 13F Bank Of Nova Scotia 0 -100.00 0
2026-04-21 13F Fingerlakes Wealth Management, Inc. 9,799 -6.40 959 -14.15
2026-05-06 13F Meridian Wealth Management, LLC 82,676 -12.56 8,095 -19.77
2026-05-01 13F Ring Mountain Capital, LLC 18,518 -0.18 2 0.00
2026-04-24 13F RKL Wealth Management LLC 32,863 -4.36 3,218 -12.25
2026-04-08 13F Olistico Wealth, LLC 2,821 -10.30 276 -17.61
2026-05-14 13F EP Wealth Advisors, Inc. 52,415 -25.19 5,132 -31.36
2026-05-14 13F Cwm, Llc 2,780,818 -2.19 272,270 89,757.76
2026-05-14 13F We Are One Seven, LLC 56,083 -26.80 5,491 -32.83
2026-04-07 13F Eastern Bank 1,270 -34.87 124 -40.38
2026-05-05 13F Altman Advisors, Inc. 84,595 -8.47 1,062 -16.98
2026-01-02 13F Global Wealth Strategies & Associates 0 -100.00 0
2026-04-17 13F Legacy Wealth Partners, LLC 0 -100.00 0
2026-05-06 13F Bartlett & Co. Wealth Management Llc 450 -25.00 51 -21.87
2026-05-04 13F Geneos Wealth Management Inc. 302,619 -7.37 29,629 -15.00
2026-04-22 13F JNBA Financial Advisors 231,595 -3.68 22,675 -11.62
2026-04-28 13F Core Wealth Advisors, Llc 8,590 -2.36 841 -10.34
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 15,183 -5.61 1,487 -13.40
2026-05-15 13F Talon Private Wealth, LLC 0 -100.00 0
2026-05-15 13F SIMA Wealth Partners, LLC 93,205 -0.99 9,126 -9.15
2026-04-13 13F Kelly Financial Services LLC 0 -100.00 0
2026-05-12 13F Kovack Advisors, Inc. 2,075 -45.96 205 -49.88
2026-05-14 13F O'ROURKE & COMPANY, Inc 2,242 -19.56 219 -26.26
2026-05-16 13F Opal Capital Llc 0 -100.00 0
2026-05-05 13F Capital Investment Advisory Services, LLC 2,721 -21.81 266 -28.30
2026-02-06 13F GPS Wealth Strategies Group, LLC 2,566 -95.28 274 -95.19
2026-05-13 13F Lido Advisors, LLC 137,874 -10.26 13,499 -16.55
2026-01-21 13F Clayton Financial Group LLC 0 -100.00 0
2026-04-17 13F United Advisor Group, LLC 91,703 -0.15 8,979 -8.38
2026-05-06 13F Palladiem, Llc 52,717 -6.54 5,483 -9.55
2026-05-06 13F LPL Financial LLC 39,830,479 -0.96 3,899,802 -9.12
2026-05-12 13F Marion Wealth Management 76,261 -5.66 7,467 -13.64
2026-05-15 13F Advisor Group Holdings, Inc. 2,321,283 -4.21 227,295 -12.10
2026-05-15 13F Morgan Stanley 9,543,739 -41.16 934,428 -46.01
2026-05-13 13F SRS Capital Advisors, Inc. 5,871 -18.16 575 -24.97
2026-04-23 13F Sawyer & Company, Inc 0 -100.00 0
2026-04-15 13F APS Management Group, Inc. 5,675 -0.70 556 -8.87
2026-05-12 13F One Capital Management, LLC 61,092 -56.59 5,982 -60.17
2026-04-15 13F Motive Wealth Advisors 41,165 -44.39 4,030 -48.97
2026-04-16 13F Triad Wealth Partners, LLC 7,448 -3.06 729 -10.99
2026-04-28 13F Kingswood Wealth Advisors, Llc 36,948 -3.65 3,618 -11.59
2026-05-14 13F Capital Analysts, Inc. 226,732 -0.66 22 -8.33
2026-05-06 13F LPL Financial LLC Call 0 -100.00 0 -100.00
2026-04-22 13F Financial Futures Ltd Liability Co. 22,228 -4.35 2,176 -12.22
2026-04-28 13F WJ Wealth Management, LLC 4,324 -0.02 423 -8.24
2026-05-11 13F Lionshead Wealth Management, LLC 42,413 -2.60 4,153 -10.63
2026-05-12 13F Invesco Ltd. 14,632 -14.55 1,433 -21.62
2026-04-08 13F Sharkey, Howes & Javer 5,661 -19.19 554 -25.84
2026-04-16 13F Quotient Wealth Partners, LLC 3,681,880 -0.17 360,493 -8.40
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 506 -58.46 50 -62.31
2026-04-20 13F TFB Advisors LLC 0 -100.00 0
2026-05-15 13F Change Path, LLC 90,303 -24.77 8,842 -30.97
2026-04-23 13F Oppenheimer & Co Inc 68,213 -2.40 6,679 -10.45
2026-04-27 13F Thrive Capital Management, LLC 14,655 -7.36 1,435 -15.00
2026-04-10 13F Naviter Wealth, LLC 0 -100.00 0
2026-02-09 13F Sandy Cove Advisors, LLC 0 -100.00 0
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 2,866 -30.54 281 -36.36
2026-04-15 13F Silverlake Wealth Management Llc 4,130 -25.19 404 -31.41
2026-04-28 13F Atticus Wealth Management, Llc 32,367 -1.40 3,169 -9.51
2026-05-15 13F Susquehanna International Group, Llp Call 89,200 -51.50 8,734 -55.49
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 6,698 -20.83 656 -27.38
2026-05-20 13F Leigh Baldwin & Co., Llc 6,012 -1.72 589 -9.95
2026-04-14 13F Juncture Wealth Strategies, Llc 5,181 -16.10 507 -22.95
2026-04-08 13F Miracle Mile Advisors, LLC 573,057 -15.01 56,108 -22.01
2026-05-15 13F Fiduciary Trust Co 7,849 -18.45 768 -25.15
2026-05-01 13F Abound Financial, Llc 236,915 -11.13 23,196 -18.45
2026-05-07 13F Regimen Wealth, Llc 42,343 -18.66 4,146 -25.37
2026-04-28 13F O'Domhnaill Enterprises, Inc. 0 -100.00 0
2026-02-17 13F Strategic Investment Advisors / MI 0 -100.00 0
2026-02-17 13F SageView Advisory Group, LLC 2,902 -2.39 310 -0.32
2026-04-23 13F Intrua Financial, LLC 20,576 -2.02 2,015 -10.09
2026-05-13 13F Peck Wealth Management, LLC 12,544 -22.30 1,228 -28.69
2026-04-07 13F CoreCap Advisors, LLC 1,439,167 -1.87 140,908 -9.96
2026-01-30 13F Keybank National Association/oh 0 -100.00 0
2026-04-10 13F Quaker Wealth Management, LLC 252 -16.56 25 -25.00
2026-05-07 13F Rothschild Investment Llc 2,028 -19.40 199 -26.12
2026-05-15 13F Ascent Group, LLC 141,041 -1.14 13,809 -9.28
2026-05-05 13F truNorth Financial Services, Inc. 0 -100.00 0
2026-05-15 13F/A EverSource Wealth Advisors, LLC 11,343 -91.08 1,111 -91.82
2026-05-13 13F Ameritas Investment Partners, Inc. 1,865 -3.12 183 -11.22
2026-04-16 13F Financial Management Network Inc 3,673 -5.43 382 -7.97
2026-02-11 13F Jessup Wealth Management, Inc 0 -100.00 0
2026-05-15 13F Peapack Gladstone Financial Corp 2,072 -17.97 0
2026-05-13 13F Park Square Financial Group, LLC 0 -100.00 0
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100.00 0
2026-04-20 13F CWA Asset Management Group, LLC 22,944 -7.15 2,246 -14.80
2026-05-13 13F DRW Securities, LLC 2,368 -83.98 232 -85.34
2026-04-23 13F Spinnaker Trust 0 -100.00 0
2026-02-10 13F Future Fund LLC 0 -100.00 0
2026-05-15 13F Smartleaf Asset Management LLC 59,810 -35.57 5,626 -43.61
2026-04-28 13F Integrated Advisors Network LLC 6,981 -16.38 683 -23.26
2025-12-16 13F Garde Capital, Inc. 0 -100.00 0
2026-04-15 13F Diligent Investors, LLC 166,309 -1.60 16,283 -9.70
2026-04-22 13F Onyx Bridge Wealth Group LLC 30,035 -4.77 2,941 -12.63
2026-05-08 13F Millington Financial Advisors, LLC 141,628 -1.87 15,995 5.58
2026-04-15 13F marrick wealth, LLC 0 -100.00 0
2026-04-17 13F PMG Wealth Management, Inc. 11,370 -0.31 1,113 -8.47
2026-05-15 13F FreeGulliver LLC 9,347 -19.31 915 -25.91
2026-02-12 13F FineMark National Bank & Trust 10,342 -8.97 1,103 -7.08
2026-05-12 13F Asset One Wealth Management LLC 15,876 -81.90 1,743 -81.53
2026-05-15 13F Bank Of America Corp /de/ 3,130,556 -22.09 306,513 -28.51
2026-01-16 13F Bangor Savings Bank 0 -100.00 0
2026-05-12 13F IFG Advisory, LLC 96 -99.95 9 -99.96
2026-05-15 13F Wellspring Financial Advisors, LLC 77,103 -1.26 7,549 -9.40
2026-04-28 13F MBL Wealth, LLC 39,390 -3.35 3,857 -11.32
2026-05-07 13F First Command Advisory Services, Inc. 714,242 -1.15 69,931 -9.29
2026-04-24 13F Bayban 179 -66.60 18 -70.18
2026-05-04 13F HBW Advisory Services LLC 18,407 -1.46 1,802 -9.58
2026-02-12 13F Logan Capital Management Inc 0 -100.00 0 -100.00
2026-05-15 13F Vance Wealth, Inc. 22,491 -3.31 2,202 -11.28
2026-05-12 13F Banco BTG Pactual S.A. 0 -100.00 0
2026-04-30 13F Csenge Advisory Group 5,484 -24.03 537 -30.39
2026-04-08 13F KWB Wealth 906,876 -7.67 96,764 -7.67
2026-04-14 13F Nova Wealth Management, Inc. 704 -22.47 69 -29.17
2026-04-08 13F Towerpoint Wealth, LLC 33,526 -5.10 3,283 -12.92
2026-04-29 13F WealthPLAN Partners, LLC 39,018 -31.68 3,820 -37.31
2026-05-05 13F Atria Investments Llc 70,426 -33.31 6,895 -38.80
2026-02-17 13F Optiver Holding B.V. 0 -100.00 0
2026-04-24 13F Secured Retirement Advisors, Llc 9,173 -0.18 898 -8.37
2026-04-23 13F SageGuard Financial Group, LLC 2,157 -2.35 211 -10.21
2026-04-29 13F Richmond Investment Services, LLC 6,455 -9.01 632 -16.40
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 376,549 -31.73 37,376 -37.10
2026-01-29 13F New Century Financial Group, LLC 0 -100.00 0
2026-05-13 13F Jaffetilchin Investment Partners, LLC 5,838 -0.34 572 -8.49
2026-05-15 13F Clark Capital Management Group, Inc. 5,426 -99.46 531 -99.50
2026-01-30 13F Axis Wealth Partners, LLC 0 -100.00 0 -100.00
2026-04-08 13F Canandaigua National Trust Co of Florida 61,440 -1.46 6,016 -9.58
2026-04-30 13F ATX Financial Planning, LLC 3,050 -65.44 299 -68.33
2026-04-07 13F GK Wealth Management LLC 0 -100.00 0
2026-05-15 13F Citadel Advisors Llc Put 73,800 -1.86 7,226 -9.95
2026-05-08 13F Zinnia Wealth Advisory, LLC 2,733 -10.19 268 -17.59
2026-05-12 13F Ballast Advisors Llc 2,753 -0.79 0 -100.00
2026-04-10 13F Insight Wealth Strategies, LLC 2,289 -20.88 224 -27.27
2026-05-12 13F WealthTrak Capital Management LLC 19,083 -62.77 1,868 -65.84
2026-03-23 13F/A Barclays Plc 0 -100.00 0
2026-05-08 13F Wilkerson Advisory Group LLC 121 -30.46 12 -38.89
2026-05-06 13F Bauman Advisory Group, LLC 0 -100.00 0
2026-04-16 13F Everstar Asset Management, LLC 3,368 -17.51 330 -23.67
2026-05-06 13F Brio Consultants, LLC 10,305 -3.95 1,172 2.45
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100.00 0
2026-04-28 13F Golden State Equity Partners 598 -78.92 59 -80.79
2026-02-03 13F Vectors Research Management, LLC 0 -100.00 0
2026-05-11 13F Potentia Wealth 10,406 -6.49 1,019 -14.24
2026-04-30 13F Relyea Zuckerberg Hanson LLC 84,816 -3.35 8,304 -11.31
2026-04-07 13F Orgel Wealth Management, LLC 3,429,117 -7.09 335,745 -14.75
2026-02-17 13F XTX Topco Ltd 0 -100.00 0
2026-04-22 13F Bay Capital Advisors, LLC 11,481 -0.90 1,124 -9.06
2026-05-05 13F Investment Partners, Ltd. 0 -100.00 0
2026-02-11 13F Simplex Trading, Llc 0 -100.00 0
2026-05-15 13F Leslie Global Wealth, LLC 321,545 -1.39 31,482 -9.52
2026-02-04 13F Clark Wealth Partners 0 -100.00 0
2026-04-06 13F Highline Wealth Partners Llc 0 -100.00 0
2026-05-07 13F Bucket List Wealth Management, LLC 135,310 -9.89 13,248 -17.32
2026-04-24 13F National Asset Management, Inc. 3,327 -87.86 313 -89.33
2026-05-11 13F Ellevest, Inc. 7,041 -1.36 689 -9.46
2026-04-15 13F Horizon Financial Services, Llc 184,888 -10.84 18,102 -18.18
2026-05-05 13F Plante Moran Financial Advisors, LLC 9,859 -2.20 965 -10.23
2026-04-21 13F Falcon Wealth Planning 2,642 -3.86 259 -11.95
2026-05-04 13F TFR Capital, LLC. 6,170 -15.85 604 -22.76
2026-04-28 13F Compton Financial Group, LLC 654,320 -23.27 64,064 -29.59
2026-05-15 13F United Capital Financial Advisers, Llc 45,721 -2.93 4,476 -10.93
2026-05-06 13F Quest 10 Wealth Builders, Inc. 232 -41.27 23 -47.62
2026-05-04 13F Global View Capital Management LLC 0 -100.00 0
2026-04-07 13F Farther Finance Advisors, LLC 66,870 -2.53 6,633 -9.39
2026-01-29 13F Simon Quick Advisors, Llc Put 0 -100.00 0 -100.00
2026-01-05 13F Chesapeake Asset Management Llc 0 -100.00 0 -100.00
2026-05-14 13F Lbmc Investment Advisors, Llc 33,023 -0.73 3,233 -8.90
2026-04-17 13F Total Clarity Wealth Management, Inc. 2,712 -20.66 266 -27.20
2026-04-21 13F Financial Consulate, Inc 2,215 -29.57 217 -35.52
2026-05-05 13F Newbridge Financial Services Group, Inc. 1,016 -3.33 99 -11.61
2026-04-29 13F Burney Co/ 47,827 -20.05 4,683 -26.64
2026-05-13 13F Lloyd Advisory Services, LLC. 1,152 -91.17 113 -91.95
2026-05-15 13F Two Sigma Securities, Llc 0 -100.00 0
2026-04-15 13F Optivise Advisory Services LLC 17,084 -5.34 1,673 -13.14
2026-04-30 13F Sequoia Financial Advisors, LLC 35,472 -13.59 3,473 -20.71
2026-05-15 13F GWM Advisors LLC 220,215 -32.53 19,777 -43.21
2026-05-11 13F Optimist Retirement Group LLC 136,004 -1.23 13,316 -9.36
2026-05-12 13F Insigneo Advisory Services, Llc 6,915 -2.72 677 -10.69
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100.00 0 -100.00
2026-05-11 13F Salomon & Ludwin, LLC 78,798 -6.29 7,828 -13.13
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 23,036 -22.98 2,255 -29.33
2026-05-07 13F Grandview Asset Management LLC 0 -100.00 0
2026-04-09 13F Teamwork Financial Advisors, LLC 3,942 -3.00 386 -11.09
2026-05-07 13F Advisor OS, LLC 29,695 -57.28 2,907 -60.80
2026-04-17 13F RFG Advisory, LLC 525,501 -11.76 51,452 -19.03
2026-05-06 13F American Financial & Tax Strategies Inc 59,171 -2.04 5,793 -10.10
2026-05-07 13F Fox Financial, Inc 5,762 -1.71 564 -9.76
2026-05-15 13F Ameriprise Financial Inc 10,254,465 -0.52 1,003,634 -8.67
2026-05-08 13F Coldstream Capital Management Inc 6,975 -51.62 683 -55.66
2026-04-10 13F Magnus Financial Group LLC 146,169 -0.19 14,311 -8.41
2026-05-08 13F Schrum Private Wealth Management LLC 8,802 -1.57 862 -9.75
2026-02-13 13F Flow Traders U.s. Llc 0 -100.00 0
2026-04-27 13F 4wealth Advisors, Inc. 7,235 -3.28 681 -14.79
2026-04-20 13F Parkway Wealth Management Group, LLC 86,279 -8.85 8,973 -11.17
2026-05-08 13F SHP Wealth Management 5,374 -27.85 526 -33.75
2026-05-08 13F Camelot Portfolios, LLC 0 -100.00 0
2026-04-21 13F Founders Capital Management 86,655 -1.12 8,484 -9.27
2026-05-07 13F Jefferies Financial Group Inc. 7,323 -26.91 717 -32.93
2026-04-30 13F Verdence Capital Advisors LLC 9,839 -27.36 963 -33.36
2026-05-06 13F Greenwood Gearhart Inc 40,199 -7.18 3,936 -14.83
2026-05-05 13F PFG Advisors 11,175 -37.33 1,094 -42.48
2026-04-21 13F Echo Wealth Management, LLC 42,209 -23.66 4,133 -29.95
2026-05-12 13F Elite Financial, Inc. 103,734 -2.91 10 -9.09
2026-05-04 13F Procyon Private Wealth Partners, LLC 6,547 -7.28 641 -14.87
2026-04-28 13F Robertson Stephens Wealth Management, LLC 0 -100.00 0
2026-05-06 13F Sentinus, LLC 35,312 -20.19 3,457 -26.76
2026-05-19 13F Mascagni Wealth Management, Inc. 19,305 -0.65 1,890 -8.83
2026-05-08 13F United Financial Planning Group LLC 0 -100.00 0
2026-05-07 13F Virtue Capital Management, LLC 5,076 -54.99 477 -60.35
2026-05-14 13F Loomis Sayles & Co L P 1,855 -64.15 182 -67.21
2026-04-29 13F Sanchez Wealth Management Group 104,818 -1.25 10,263 -9.39
2026-01-13 13F Ferguson Wellman Capital Management, Inc 0 -100.00 0
2026-04-24 13F Balentine LLC 0 -100.00 0
2026-04-30 13F Donaldson Capital Management, Llc 4,045 -17.93 396 -24.57
2026-05-13 13F Calton & Associates, Inc. 12,909 -6.31 1,264 -14.08
2026-02-05 13F Tucker Asset Management Llc 5,857 -0.75 625 1.30
2026-04-28 13F Altfest L J & Co Inc 20,877 -16.82 2,044 -23.67
2026-04-29 13F WealthPlan Investment Management, LLC 58,630 -24.47 5,740 -30.69
2026-05-08 13F Moors & Cabot, Inc. 3,824 -56.33 374 -59.96
2026-04-16 13F Brookstone Capital Management 130,927 -44.61 12,819 -49.17
2026-01-09 13F Zrc Wealth Management, Llc 0 -100.00 0
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 28,556 -4.48 2,796 -12.35
2026-05-13 13F Kingdom Financial Group LLC. 1,152 -22.68 113 -29.11
2026-05-14 13F RMG Wealth Management LLC 0 -100.00 0
2026-04-20 13F ABLE Financial Group, LLC 3,415 -73.33 334 -75.55
2026-04-13 13F Mitchell Sinkler & Starr/pa 22,265 -2.84 2,180 -10.88
2026-04-13 13F Uptown Financial Advisors LLC 47,860 -0.99 4,686 -9.15
2026-04-07 13F Crescent Sterling, Ltd. 6,205 -1.55 608 -9.67
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100.00 0
2026-05-01 13F Castleview Partners, Llc 0 -100.00 0
2026-04-23 13F Game Plan Financial Advisors, LLC 300 -4.15 29 -12.12
2026-05-11 13F Sargent Investment Group, LLC 295,164 -0.82 28,899 -8.99
2026-05-14 13F Pinnacle Financial Partners, Inc. 20,531 -9.24 2,011 -16.74
2026-04-14 13F American State Bank (Iowa) 0 -100.00 0
2026-05-11 13F Bailard, Inc. 0 -100.00 0
2026-04-24 13F rebel Financial LLC 13,570 -0.86 1,329 -9.04
2026-04-27 13F Td Private Client Wealth Llc 2,467 -9.53 242 -16.90
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 974,697 -0.92 95,433 -9.08
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100.00 0
2026-05-01 13F Rakuten Securities, Inc. 242 -34.42 24 -41.03
2026-04-27 13F Koshinski Asset Management, Inc. 43,394 -5.23 4,249 -13.04
2026-05-11 13F Grantvest Financial Group LLC 2,726 -11.44 267 -18.90
2026-05-08 13F Smithfield Trust Co 0 -100.00 0
2026-04-27 13F Exencial Wealth Advisors, Llc 9,279 -0.12 908 -8.38
2026-04-10 13F Waldron Private Wealth LLC 11,696 -3.70 1,145 -11.58
2026-05-15 13F Advisory Services Network, LLC 42,505 -0.34 4,162 -8.55
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100.00 0
2026-04-20 13F Aegis Wealth Management, Inc. 2,431 -58.37 238 -61.74
2026-04-14 13F Nbc Securities, Inc. 23,432 -6.18 2,294 -13.89
2026-05-15 13F Mission Wealth Management, Lp 37,353 -6.61 3,657 -14.30
2026-04-21 13F Moseley Investment Management Inc 0 -100.00 0
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100.00 0 -100.00
2026-05-20 13F TrueWealth Financial Partners 0 -100.00 0
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 2,446 -34.98 239 -40.40
2026-04-27 13F Northeast Planning Associates, Inc. / Nh / 5,487 -0.90 537 -8.98
2026-05-15 13F Cape Investment Advisory, Inc. 3,172 -16.24 311 -23.27
2026-04-09 13F FCG Investment Co 38,423 -9.86 3,762 -15.56
2026-02-06 13F Global Retirement Partners, LLC 108,716 -6.43 11,600 -4.47
2026-05-11 13F Aprio Wealth Management, LLC 5,811 -5.91 569 -13.81
2026-05-14 13F Dynasty Wealth Management, Llc 3,816,675 -0.50 373,691 -8.70
2026-04-27 13F Syntegra Private Wealth Group, LLC 1,324,964 -10.05 129,727 -17.46
2026-05-11 13F Inspire Trust Co, N.a. 0 -100.00 0
2026-05-11 13F Condor Capital Management 3,487 -0.74 341 -8.82
2026-04-13 13F GoalVest Advisory LLC 47,565 -7.48 4,657 -15.10
2026-05-15 13F Inspire Advisors, LLC 38,581 -7.66 3,777 -15.28
2026-04-28 13F Golden State Wealth Management, LLC 47,017 -36.61 4,604 -41.83
2026-01-26 13F Invested Advisors 0 -100.00 0
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100.00 0
2026-05-12 13F Advyzon Investment Management, LLC 0 -100.00 0
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100.00 0
2026-06-01 13F Concorde Asset Management, LLC 5,634 -8.23 552 -15.75
2026-05-08 13F Idaho Trust Bank 30,295 -20.46 2,966 -27.00
2026-05-15 13F Wealth Watch Advisors, INC 0 -100.00 0
2026-02-13 13F Nicolet Advisory Services, Llc 585,065 -61.97 63,357 -60.69
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 0 -100.00 0
2026-05-05 13F Lane Brothers & Co Inc 2,533 -8.85 248 -16.22
2026-04-22 13F Networth Advisors, LLC 180 -79.68 18 -81.91
2026-04-28 13F Howe & Rusling Inc 750 -37.97 73 -43.41
2026-05-14 13F Ballentine Partners, LLC 6,148 -3.36 602 -11.36
2026-05-07 13F Planning Alternatives Ltd /adv 0 -100.00 0
2026-04-23 13F Accurate Wealth Management, LLC 4,858 -6.61 506 -9.48
2026-04-24 13F ERn Financial, LLC 373,172 -1.88 36,537 -9.96
2026-04-28 13F Quent Capital, LLC 88,661 -10.72 8,681 -18.08
2026-04-29 13F Cary Street Partner Investment Advisory Llc 48,811 -9.42 4,779 -16.87
2026-05-04 13F Lifeworks Advisors, LLC 16,008 -9.91 1,567 -17.31
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 340,102 -0.09 33,299 -8.32
2026-04-14 13F Grant Private Wealth Management Inc 15,521 -0.32 1,520 -8.55
2026-04-13 13F Chris Bulman Inc 0 -100.00 0
2026-04-28 13F Berkshire Bank 6,106 -13.82 598 -20.93
2026-05-15 13F Teucrium Investment Advisors, LLC 0 -100.00 0
2026-05-07 13F Koss-Olinger Consulting, LLC 5,649 -55.75 553 -59.40
2026-05-14 13F Wrenne Financial Planning LLC 28,427 -0.47 2,783 -8.66
2026-04-28 13F PCG Wealth Advisors, LLC 19,372 -11.80 1,897 -19.08
2026-04-17 13F HHM Wealth Advisors, LLC 1,905 -32.92 187 -38.61
2026-05-13 13F Capital Group Private Client Services, Inc. 6,898 -0.75 675 -8.91
2026-05-12 13F Ruggiero Investments, Inc. 5,514 -3.48 540 -11.49
2026-05-15 13F Tradition Wealth Management, LLC 23,830 -0.00 2,333 -8.22
2026-04-27 13F Denver Wealth Management, Inc. 64,979 -1.38 6,362 -9.50
2026-05-18 13F Claris Financial LLC 11,491 -4.43 1,125 -12.25
2026-04-15 13F Merit Financial Group, LLC 529,851 -1.39 51,878 -9.51
2026-04-30 13F Rockline Wealth Management, LLC 4,018 -6.56 393 -14.19
2026-05-11 13F Pathstone Holdings, LLC 19,935 -12.76 1,952 -19.98
2026-05-11 13F Vantagepoint Investment Advisers Llc 4,260,368 -4.05 417,133 -11.95
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 132,875 -81.49 13,010 -83.01
2026-05-13 13F Townsquare Capital Llc 47,151 -7.14 4,617 -14.79
2026-05-15 13F Eagle Global Advisors Llc 4,010 -0.25 393 -8.41
2026-05-04 13F Modus Advisors, LLC 0 -100.00 0
2026-04-10 13F Perigon Wealth Management, LLC 14,810 -24.57 1,450 -30.75
2026-05-01 13F Emerald Investment Partners, Llc 37,541 -1.10 3,676 -9.26
2026-04-15 13F Financial Management Professionals, Inc. 0 -100.00 0
2026-05-12 13F Providence Financial Advisors, LLC 0 -100.00 0
2026-04-27 13F PAX Financial Group, LLC 36,182 -26.35 3,543 -32.43
2026-04-29 13F Axxcess Wealth Management, Llc 91,206 -13.00 8,930 -20.18
2026-04-28 13F PUREfi Wealth, LLC 2,058 -12.28 201 -19.60
2026-04-16 13F Annex Advisory Services, LLC 211,498 -0.65 20,708 -8.84
2026-01-27 13F Meritage Portfolio Management 98,308 -2.77 10,489 -0.74
2026-05-15 13F Trexquant Investment LP 0 -100.00 0
2026-04-28 13F DGS Capital Management, LLC 10,549 -0.63 1,033 -8.83
2026-04-28 13F LWM Advisory Services, LLC 4,146 -74.35 406 -76.51
2026-05-14 13F Us Bancorp \de\ 36,154 -13.38 3,540 -20.53
2026-04-22 13F Wilkins Miller Wealth Management, LLC 27,562 -3.79 2,699 -11.71
2026-02-11 13F Real Talk Capital, LLC 0 -100.00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100.00 0 -100.00
2026-04-14 13F Tradewinds Capital Management, LLC 18,707 -94.10 1,832 -94.59
2026-05-22 13F WNY Asset Management, LLC 2,285 -2.85 224 -8.98
2026-05-14 13F Quattro Advisors LLC 0 -100.00 0
2026-04-15 13F ERTS Wealth Advisors, LLC 287,430 -12.52 28,142 -19.73
2026-04-20 13F SILVER OAK SECURITIES, Inc 128,202 -3.97 12,552 -12.52
2026-04-27 13F Tsfg, Llc 71,253 -0.02 7 -14.29
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 20,160 -90.34 1,974 -91.14
2026-05-15 13F Cavalier Investments, LLC 0 -100.00 0
2026-05-14 13F Dorsey & Whitney Trust CO LLC 3,194 -0.31 313 -8.50
2026-05-13 13F Principal Securities, Inc. 22,030 -91.75 2,157 -92.44
2026-04-06 13F Private Client Services, Llc 13,967 -2.76 1,368 -10.77
2026-02-13 13F Monograph Wealth Advisors, Llc 0 -100.00 0
2026-04-14 13F Focus Financial Network, Inc. 7,339 -12.24 719 -19.51
2026-04-24 13F Medallion Wealth Advisors, LLC 0 -100.00 0 -100.00
2026-05-07 13F Wells Financial Advisors INC 11,965 -45.28 1,171 -49.81
2026-05-04 13F Providence First Trust Co 0 -100.00 0
2026-05-05 13F Gentry Private Wealth, Llc 14,728 -13.01 1,442 -20.16
2026-04-30 13F Roman Butler Fullerton & Co 2,169 -8.87 224 -11.86
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100.00 0
2026-05-01 13F Symphony Financial, Ltd. Co. 274,823 -1.60 26,452 -11.78
2026-05-11 13F Guardian Capital, LLC 0 -100.00 0
2026-05-01 13F Coordinated Financial Services, Inc. 4,683 -29.11 458 -34.94
2026-05-11 13F Partners in Financial Planning 42,827 -0.24 4,193 -8.45
2026-05-12 13F Strategic Wealth Partners, Ltd. 15,149 -9.72 1,483 -17.15
2026-05-14 13F Klingman & Associates, LLC 654,814 -1.71 64,113 -9.81
2026-05-01 13F International Assets Investment Management, Llc 1,568 -10.96 156 -17.11
2026-05-11 13F White Pine Capital Llc 18,784 -0.19 1,839 -8.37
2026-05-05 13F Rollins Financial Advisors, LLC 42,714 -4.26 4,182 -12.14
2026-04-28 13F Wealth Management Resources, Inc. 214,012 -0.17 20,954 -8.39
2026-04-27 13F Insight Inv LLC 0 -100.00 0
2026-05-11 13F POM Investment Strategies, LLC 3,944 -97.10 386 -97.34
2026-05-13 13F Callan Family Office, LLC 16,714 -4.88 1,636 -12.70
2026-05-04 13F N.E.W. Advisory Services LLC 34,271 -8.58 3,356 -16.10
2026-04-10 13F Prosperity Planning, Inc. 9,697 -0.24 949 -8.49
2026-05-15 13F Asset Management Group, Inc. 52,944 -5.39 5,184 -13.20
2026-05-07 13F Crewe Advisors LLC 850 -35.95 83 -41.13
2026-01-16 13F Beaumont Financial Advisors, LLC 0 -100.00 0
2026-02-05 13F HighMark Wealth Management LLC 0 -100.00 0
2026-01-27 13F Evergreen Capital Management Llc 0 -100.00 0
2026-04-29 13F Es4, Llc 13,929 -6.84 1,364 -14.55
2026-05-14 13F Renaissance Technologies Llc 0 -100.00 0
2026-04-27 13F Byrne Financial Freedom, Llc 19,175 -21.39 1,877 -27.86
2026-01-27 13F Davies Financial Advisors, Inc. 0 -100.00 0
2026-05-14 13F Greenline Wealth Management LLC 0 -100.00 0
2026-04-15 13F Iowa State Bank 23,808 -7.02 2,331 -14.68
2026-05-12 13F Bnp Paribas Arbitrage, Sa 0 -100.00 0
2026-02-10 13F Glassy Mountain Advisors, Inc. 0 -100.00 0
2026-05-12 13F Hager Investment Management Services, Llc 161 -2.42 16 -11.76
2026-04-20 13F Jfs Wealth Advisors, Llc 2,933 -11.90 287 -19.15
2026-04-21 13F Maltin Wealth Management, Inc. 2,664 -8.45 261 -16.13
2026-05-01 13F Thrivent Financial For Lutherans 480,187 -0.39 47 -7.84
2026-04-10 13F YHB Investment Advisors, Inc. 45,461 -9.54 4,451 -16.99
2026-05-14 13F Hilltop Holdings Inc. 2,985 -67.21 292 -69.93
2026-04-22 13F Matauro, Llc 3,236 -65.28 317 -68.21
2026-05-04 13F Savant Capital, LLC 1,494,852 -1.76 146,361 -9.86
2026-05-12 13F Ameritas Advisory Services, LLC 428,327 -3.34 41,938 -11.30
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100.00 0
2026-05-12 13F Alerus Financial Na 2 -95.65 0 -100.00
2026-04-27 13F Pensionmark Financial Group, Llc 39,205 -53.77 3,839 -57.58
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2026-05-07 13F One Charles Private Wealth Services, LLC 5,943 -3.52 582 -11.57
2026-05-18 13F IFS Group,LLC 4,032 -16.64 395 -22.29
2026-05-08 13F Compass Capital Corp /ma/ /adv 2,814 -80.17 327 -78.22
2026-05-14 13F Integrity Financial Corp /WA 0 -100.00 0
2026-04-21 13F Marietta Wealth Management, LLC 31,892 -1.25 3,123 -9.40
2026-04-23 13F Financial & Tax Architects, LLC 2,142 -21.42 210 -27.93
2026-01-07 13F Significant Wealth Partners LLC 0 -100.00 0
2026-05-13 13F Goepper Burkhardt LLC 2,470 -0.80 242 -9.06
2026-04-20 13F Godsey & Gibb Associates 0 -100.00 0
2026-05-04 13F Optima Capital Llc 0 -100.00 0
2026-04-24 13F Goldstone Financial Group, LLC 87,984 -39.87 8,615 -44.82
2026-04-21 13F Pinnacle Associates Ltd 15,170 -5.34 1,485 -13.11
2026-04-23 13F Macco Financial Group, Inc. 69,812 -10.38 6,835 -17.76
2026-05-13 13F First Trust Advisors Lp 8,883 -3.17 870 -11.15
2026-04-24 13F Canton Hathaway, LLC 1,035 -49.95 101 -54.09
2026-05-08 13F Aviso Wealth Management 4,419 -10.64 433 -18.03
2026-05-13 13F Cetera Investment Advisers 3,077,881 -0.67 301,355 -8.85
2026-04-15 13F Fortitude Family Office, LLC 0 -100.00 0
2026-05-14 13F Twin Focus Capital Partners, Llc 219,393 -0.66 21,481 -8.85
2026-05-05 13F Signet Financial Management, Llc 329,513 -1.30 32,263 -9.43
2026-04-29 13F Cahaba Wealth Management, Inc. 3,365 -7.02 329 -14.77
2026-05-15 13F Larson Financial Group LLC 32,469 -3.69 3,179 -11.62
2026-04-20 13F Independent Wealth Network Inc. 98,810 -20.47 9,675 -27.03
2026-05-01 13F Sovran Advisors, LLC 4,041 -8.99 454 -4.42
2026-04-13 13F Garrett Investment Advisors LLC 487,125 -0.41 47,694 -8.61
2026-04-27 13F LCW Services, LLC 0 -100.00 0
2026-05-11 13F Westwood Wealth Management 0 -100.00 0
2026-05-15 13F Equitable Holdings, Inc. 4,667,597 -4.94 197,753 -62.26
2026-04-10 13F TCP Asset Management, LLC 4,418 -1.12 433 -9.24
2026-04-02 13F Fulcrum Equity Management 0 -100.00 0
2026-05-11 13F Ciovacco Capital Management LLC 216,149 -0.86 21,163 -9.03
2026-04-27 13F Albion Financial Group /ut 9 -97.61 1 -100.00
2026-05-08 13F Stonebridge Financial Planning Group, LLC 14,970 -8.10 1,466 -15.71
2026-05-13 13F Prudential Financial Inc 1,203,226 -0.12 117,808 -9.02
2026-04-17 13F Willner & Heller, Llc 8,174 -4.18 800 -12.09
2026-05-12 13F PCM Encore, LLC 0 -100.00 0
2026-05-01 13F Richardson Financial Services Inc. 0 -100.00 0
2026-04-30 13F Valued Wealth Advisors LLC 124 -8.15 12 -14.29
2026-04-23 13F 626 Financial, LLC 7,424 -2.44 727 -10.48
2026-05-05 13F Solutions 4 Wealth, Ltd 7,118 -0.59 697 -8.78
2026-02-13 13F Cavalier Investments, LLC Call 0 -100.00 0 -100.00
2026-05-04 13F Entelevest, LLC 3,178 -62.03 311 -65.17
2026-05-08 13F Creekmur Asset Management LLC 0 -100.00 0
2026-02-12 13F First Western Trust Bank 0 -100.00 0
2026-05-11 13F Jackson Wealth Management, LLC 68,418 -3.80 6,699 -11.72
2026-05-12 13F Waterloo Capital, L.P. 351,013 -11.12 34,368 -18.44
2026-04-29 13F Red Crane Wealth Management, Llc 49,796 -2.39 4,876 -10.44
2026-05-13 13F 49 Wealth Management, Llc 5,327 -1.02 522 -9.23
2026-05-14 13F Neuberger Berman Group LLC 4,024 -11.89 394 -19.30
2026-05-15 13F Vawter Financial, Ltd. 4,699 -14.08 460 -21.10
2026-04-29 13F Tilson Financial Group, Inc. 11,643 -0.94 1,140 -9.17
2026-02-17 13F Minichmacgregor Wealth Management, Llc 0 -100.00 0
2026-05-01 13F Midwest Trust Co 6,937 -0.76 679 -8.86
2026-05-14 13F Atomi Financial Group, Inc. 4,787 -49.19 469 -53.43
2026-05-14 13F Traynor Capital Management, Inc. 0 -100.00 0
2026-04-20 13F Chatterton & Associates Inc. 31,129 -49.41 3,237 -50.69
2026-04-02 13F Somerset Trust Co 5,394 -2.55 528 -10.51
2026-05-11 13F Integrity Alliance, Llc. 137,867 -0.93 13,499 -9.09
2026-04-08 13F Sapient Capital Llc 0 -100.00 0
2026-05-13 13F/A Jpmorgan Chase & Co 5,679,266 -1.54 534,249 -13.20
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