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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Defender Capital, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 72,796 | -2.38 | 5,572 | -6.87 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 36,172,901 | -32.82 | 2,768,674 | -35.91 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 5,265 | -5.25 | 403 | -9.66 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 859 | -22.05 | 66 | -26.14 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 172,400 | -27.44 | 13,195 | -30.77 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 116,000 | -57.94 | 8,879 | -59.87 | |||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 234,211 | -5.11 | 17,926 | -9.47 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 25,077 | -1.60 | 2,092 | 1.65 | ||||
| 2026-05-08 | 13F | Boulder Wealth Advisors, LLC | 3,482 | -0.11 | 267 | -4.66 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 27,013 | -2.09 | 2,068 | -6.60 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 4,149 | -56.19 | 318 | -58.23 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 14,042 | -11.92 | 1,075 | -15.96 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 109,688 | -0.01 | 8,396 | -4.60 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 45,573 | -8.53 | 3,488 | -12.71 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 174,083 | -5.94 | 13 | -7.14 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 9,157 | -0.22 | 701 | -4.89 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 30,829 | -14.49 | 2,360 | -18.43 | ||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 8,392 | -19.59 | 642 | -23.30 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 2,040 | -1.31 | 156 | -5.45 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 34,566 | -0.71 | 2,646 | -5.27 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 25,308 | -0.95 | 1,937 | -6.83 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1,910 | -4.31 | 146 | -8.75 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 108,281 | -6.39 | 8,288 | -10.69 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 90,453 | -1.93 | 6,923 | -6.42 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 640,610 | -0.78 | 49,032 | -5.33 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 28,569 | -4.16 | 2,187 | -8.57 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 6,445 | -2.69 | 493 | -7.16 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 5,710 | -10.32 | 437 | -14.31 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 9,462 | -16.04 | 724 | -19.91 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 72,700 | -5.11 | 5,564 | -9.45 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 60,549 | -24.60 | 4,634 | -28.05 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 655 | -61.47 | 50 | -63.50 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 2,028,092 | -15.61 | 155,230 | -19.49 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 17,643 | -1.70 | 1,350 | -6.18 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 58,252 | -3.86 | 4,459 | -8.27 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 134,299 | -1.00 | 10,279 | -5.54 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 19,329 | -1.76 | 1,479 | -6.27 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 6,722 | -3.81 | 515 | -8.21 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 19,231 | -6.16 | 1,543 | 3.56 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 63,771 | -12.04 | 4,881 | -16.06 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 872,415 | -6.71 | 66,775 | -10.99 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 5,549 | -0.38 | 425 | -4.93 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 6,955 | -77.54 | 532 | -78.57 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 146 | -55.35 | 12 | -56.00 | ||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 8,764 | -10.95 | 671 | -15.08 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 32,300 | -2.34 | 2,472 | -6.82 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 21,033 | -11.41 | 1,610 | -15.49 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 133,460 | -1.93 | 10,215 | -6.73 | ||||
| 2026-01-30 | 13F | Activest Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Wise Wealth Partners | 254,675 | -0.56 | 19,493 | -5.12 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 25,567 | -1.82 | 1,957 | -6.32 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 6,198 | -30.96 | 474 | -34.17 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 122,589 | -0.17 | 9,383 | -4.75 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 312,951 | -43.92 | 47,907 | 7.01 | ||||
| 2026-04-23 | 13F | Fortitude Financial, LLC | 211,706 | -5.22 | 16,204 | -9.57 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 12,727 | -2.04 | 974 | -6.53 | ||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 3,030 | -0.66 | 232 | -5.33 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 29,612 | -20.01 | 2,266 | -21.86 | ||||
| 2026-05-14 | 13F | Spectrum Strategic Capital Management, LLC | 43,081 | -3.98 | 3,297 | -8.39 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 803,137 | -11.21 | 61 | -15.28 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 301,363 | -2.94 | 23,066 | -7.40 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 167,293 | -37.81 | 12,805 | -40.66 | ||||
| 2026-05-07 | 13F | Welch Capital Partners Llc/ny | 119,937 | -19.07 | 9 | -18.18 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 316,731 | -13.88 | 24,243 | -17.83 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 74,730 | -0.09 | 5,720 | 165.01 | ||||
| 2026-04-24 | 13F | United Community Bank | 737 | -25.18 | 56 | -29.11 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 4,495 | -1.23 | 344 | -5.75 | ||||
| 2026-04-21 | 13F | Penbrook Management LLC | 3,180 | -0.62 | 243 | -5.08 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 86,236 | -7.93 | 6,600 | -12.15 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 3,243 | -15.63 | 248 | -19.48 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 3,131 | -0.73 | 240 | -6.27 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 72,819 | -0.55 | 5,842 | 1.83 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 5,073 | -21.57 | 388 | -25.10 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 318,467 | -4.92 | 24,375 | -9.29 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 9,704 | -38.34 | 743 | -41.20 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 93,676 | -30.05 | 7,170 | -33.26 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 3,583 | -5.36 | 274 | -9.57 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 1 | -99.80 | 0 | |||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 766,031 | -0.12 | 58,578 | -4.79 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 270,819 | -8.85 | 20,722 | -13.06 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 211,009 | -11.80 | 16,151 | -15.84 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 222,520 | -3.56 | 17,032 | -7.99 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 9,770 | -4.78 | 748 | -9.23 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 39,725 | -0.91 | 3,041 | -5.47 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 68 | -85.50 | 5 | -86.11 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 417,266 | -15.20 | 31,938 | -19.10 | ||||
| 2026-04-21 | 13F | Maseco Llp | 2 | -75.00 | 0 | |||||
| 2026-05-13 | 13F | Argent Trust Co | 3,821 | -4.74 | 292 | -9.03 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 65,642 | -21.63 | 5,024 | -25.22 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 10,555 | -2.60 | 808 | -7.13 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 5,428 | -2.95 | 416 | -7.37 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 114,560 | -1.97 | 8,768 | -6.47 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 22,465 | -7.65 | 1,719 | -11.89 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 22,985 | -5.39 | 1,759 | -9.70 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 357,735 | -2.60 | 27,381 | -7.07 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 1,802,322 | -6.80 | 137,950 | -11.08 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 37,178 | -9.10 | 2,846 | 94,733.33 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 594,530 | -18.80 | 45,505 | -22.52 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 5,268,562 | -14.94 | 403,256 | -18.85 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 19,668 | -0.55 | 1,505 | -5.11 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 22,965 | -3.54 | 1,758 | -7.96 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1,255,872 | -12.74 | 100,746 | 89,851.79 | ||||
| 2026-01-21 | 13F | Naviter Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 106,667 | -4.19 | 8,164 | -8.58 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 148,141 | -13.39 | 11,339 | -17.37 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 125,601 | -21.49 | 9,613 | -25.09 | ||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 9,752 | -5.64 | 746 | -10.01 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 1,547 | -20.59 | 124 | -18.42 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 49,748 | -0.24 | 3,808 | -4.82 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 32,743 | -7.55 | 2,506 | -11.79 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 1,242 | -0.08 | 95 | -4.04 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 15,381 | -2.29 | 1,177 | -6.74 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 60,778 | -7.32 | 4,652 | -11.58 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 33,287 | -16.79 | 2,548 | -20.63 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 16,100 | -4.31 | 1,241 | -67.75 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 25,371 | -33.86 | 1,942 | -36.92 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 9,647 | -0.50 | 738 | -5.02 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 19,231 | -2.25 | 1,472 | -6.78 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Put | 189,400 | -82.64 | 14,497 | -83.44 | |||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 119,639 | -14.09 | 9,157 | -18.03 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 3,444 | -8.04 | 264 | -12.33 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 106,957 | -70.39 | 8,186 | -68.82 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 52,532 | -4.81 | 4,021 | -9.19 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2,849 | -46.59 | 218 | -48.95 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 16,818 | -18.99 | 1,287 | -22.70 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 183 | -70.72 | 14 | -72.00 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 35,309 | -5.15 | 2,703 | -9.51 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 91,423 | -41.09 | 7,730 | -38.82 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 218,889 | -55.93 | 16,754 | -58.70 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3,053,303 | -5.58 | 233,700 | -9.91 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 3,115 | -2.35 | 238 | -6.67 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 44,156 | -4.02 | 3,380 | -8.43 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 59,319 | -2.41 | 4,540 | -6.89 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 443,672 | -1.02 | 33,959 | -5.56 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 5,176 | -1.52 | 396 | -5.94 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 6,045 | -0.10 | 463 | -4.74 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-07 | 13F | Riversedge Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 76,186 | -3.24 | 5,831 | -7.68 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 126,395 | -2.01 | 9,674 | -6.50 | ||||
| 2026-04-10 | 13F | Novem Group | 315,040 | -5.92 | 24,113 | -10.23 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 2,767 | -37.85 | 212 | -40.90 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 180,158 | -3.71 | 13,789 | -8.13 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 47,068 | -12.75 | 3,603 | -16.76 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 273,600 | -30.79 | 20,941 | -33.97 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 621,656 | -3.46 | 51,958 | 0.06 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 22,240 | -3.96 | 1,702 | -8.35 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-10 | 13F | Briaud Financial Planning, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 591,330 | -0.25 | 45,260 | -4.83 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 11,379 | -4.25 | 871 | -10.49 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 14,345 | -2.58 | 1,098 | -7.11 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 118,997 | -32.01 | 9,108 | -35.12 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 4,817 | -17.76 | 369 | -21.54 | ||||
| 2026-05-05 | 13F | Shaker Investments Llc/oh | 23,762 | -14.94 | 1,819 | -18.84 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 37,191 | -11.79 | 2,847 | -15.85 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 95,281 | -1.08 | 7,293 | -5.63 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 3,782 | -0.89 | 293 | -6.09 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 290,482 | -19.45 | 22,233 | -23.14 | ||||
| 2026-05-05 | 13F | Prairieview Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 80,823 | -4.86 | 408 | -4.45 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 7,313 | -1.68 | 560 | -6.21 | ||||
| 2026-04-29 | 13F | Presper Financial Architects, LLC | 7,148 | -7.72 | 547 | -11.92 | ||||
| 2026-04-08 | 13F | Sunburst Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Markin Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 135,851 | -0.44 | 10,398 | -5.01 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 3,050 | -19.91 | 233 | -23.61 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7,295 | -20.85 | 561 | -24.22 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 7,225 | -15.17 | 553 | -19.03 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 127 | -25.73 | 10 | -30.77 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 7,138,779 | -4.46 | 546,456 | -8.84 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 12,500 | -3.82 | 957 | -8.25 | ||||
| 2026-05-13 | 13F | Alamar Capital Management, LLC | 16,038 | -1.84 | 1,228 | -6.34 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 5,458 | -1.55 | 419 | -5.86 | ||||
| 2026-04-28 | 13F | Clarity Retirement & Wealth, LLC | 138,511 | -7.15 | 10,602 | -11.41 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 50,386 | -1.78 | 3,857 | -6.29 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 17,994 | -1.96 | 1,377 | -6.45 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 10,661 | -3.47 | 816 | -7.91 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 355,476 | -2.04 | 27,167 | -6.71 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 474,091 | -0.75 | 36,287 | -5.31 | ||||
| 2026-05-15 | 13F | Beck Capital Management, Llc | 4,737 | -7.24 | 363 | -11.49 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4,144 | -42.44 | 332 | -41.13 | ||||
| 2026-05-06 | 13F | Revere Asset Management, Inc | 1,209,143 | -5.73 | 92,548 | -10.05 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | Call | 1,700 | -26.09 | 130 | -29.35 | |||
| 2026-05-12 | 13F | Invesco Ltd. | 10,605,839 | -0.01 | 811,771 | -4.60 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 30,825 | -5.49 | 2,359 | -11.58 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 9,720 | -68.27 | 744 | -69.76 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 422,644 | -1.40 | 32,349 | -5.92 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 73,648 | -1.18 | 5,637 | -5.70 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 717,248 | -0.17 | 54,898 | -4.75 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 112,688 | -29.24 | 9 | -33.33 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 891,129 | -23.87 | 68,207 | -27.36 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 406,944 | -0.00 | 31,147 | -4.59 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 9,565 | -96.85 | 905 | -96.29 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 128,528 | -27.98 | 9,838 | -31.29 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 426,058 | -39.22 | 32,612 | -41.50 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 182,167 | -1.44 | 13,943 | -5.96 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 6,309 | -75.99 | 483 | -77.12 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 4,594 | -4.43 | 352 | -8.83 | ||||
| 2026-05-11 | 13F | Bull Oak Capital, LLC | 117,483 | -0.69 | 8,992 | -5.25 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 49,543 | -2.73 | 3,792 | -7.17 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 117,377 | -0.48 | 9,107 | -5.39 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 4,903 | -33.46 | 375 | -36.55 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 26,601 | -11.43 | 2,036 | -15.48 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 11,201 | -67.72 | 857 | -69.21 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 12,539 | -8.20 | 960 | -12.50 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1,682,469 | -0.28 | 128,776 | -4.85 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 281,739 | -0.22 | 21,564 | -4.80 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 120,577 | -6.52 | 9,229 | -10.81 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Abound Financial, Llc | 173,920 | -3.79 | 13,312 | -8.21 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 95,054 | -5.68 | 7,275 | -10.01 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 87,919 | -13.36 | 6,729 | -17.32 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 969,562 | -1.40 | 74,210 | -5.92 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 9,851 | -79.15 | 754 | -80.11 | ||||
| 2026-05-15 | 13F | Barclays Plc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 12,229 | -2.70 | 936 | -7.14 | ||||
| 2026-05-15 | 13F | Barclays Plc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-16 | 13F | Financial Management Network Inc | 14,376 | -0.01 | 1,150 | -0.43 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 9,833 | -1.76 | 753 | -6.23 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 307,906 | -0.13 | 23,567 | -4.71 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 65,293 | -1.10 | 4,998 | -5.63 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | MFA Wealth Services | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 408 | -26.75 | 31 | -29.55 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 9,686 | -8.57 | 741 | -12.72 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 3,177 | -49.01 | 243 | -51.30 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 14,605 | -1.38 | 1,118 | -5.98 | ||||
| 2026-05-08 | 13F | Palatine Hill Wealth Management, LLC | 51,105 | -0.33 | 3,912 | -4.91 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 320,506 | -0.09 | 24,532 | -4.67 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 17,863 | -1.20 | 1,367 | -5.72 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 9,437 | -15.23 | 722 | -19.15 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 8,986 | -1.80 | 688 | -6.40 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 50,982 | -2.19 | 3,902 | -6.67 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 5,539 | -1.34 | 424 | -6.00 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 183,725 | -7.92 | 14,062 | -12.15 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 38,576 | -2.83 | 2,953 | -7.29 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 14,171 | -9.06 | 1,137 | -9.12 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 171 | -99.94 | 13 | -99.95 | ||||
| 2026-04-08 | 13F | KWB Wealth | 1,105,743 | -0.74 | 88,703 | -0.74 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 104,665 | -12.01 | 8,011 | -16.04 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2,499,654 | -24.82 | 188,341 | -30.43 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 23,473 | -13.12 | 1,797 | -17.12 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Apriem Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 3,243 | -13.24 | 248 | -17.06 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 49,672 | -3.02 | 3,802 | -7.47 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 278,588 | -42.34 | 21,323 | -44.98 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 186,400 | -24.23 | 14,267 | -27.70 | |||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 1,822 | -36.76 | 139 | -39.83 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 415,912 | -6.70 | 31,834 | -10.98 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1,165 | -7.61 | 0 | -100.00 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Metis Global Partners, LLC | 13,872 | -45.86 | 1,062 | -48.37 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 4,489 | -27.70 | 344 | -31.12 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 45,891 | -93.74 | 3,512 | -94.03 | ||||
| 2026-04-13 | 13F | Arwa Llc | 204,761 | -5.40 | 16,385 | -5.63 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 5,412 | -14.56 | 414 | -18.50 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 39,251 | -2.33 | 3 | -33.33 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 398,889 | -38.63 | 30,531 | -41.45 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 5,224 | -55.23 | 400 | -57.37 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 6,314 | -4.36 | 0 | |||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 3,758 | -3.09 | 288 | -7.72 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 255,381 | -22.72 | 19,547 | -26.27 | ||||
| 2026-04-22 | 13F | Crew Capital Management, Ltd. | 10,734 | -1.19 | 822 | -5.74 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 11,249 | -60.78 | 861 | -62.61 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 346,660 | -4.80 | 26,533 | -9.16 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 5,953 | -8.79 | 456 | -13.00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 5,920 | -72.85 | 453 | -74.10 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5,755 | -1.61 | 428 | -8.74 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 11,094 | -19.02 | 849 | -22.68 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 15,120 | -2.22 | 1,157 | -6.69 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 104,472 | -1.69 | 7,996 | -6.19 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 67,056 | -88.77 | 5,132 | -89.28 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 7,382 | -2.24 | 565 | -6.78 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 514,985 | -23.15 | 39,716 | -26.12 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 9,657 | -7.24 | 739 | -11.50 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 948 | -98.75 | 73 | -5.26 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 9,851 | -6.98 | 754 | -11.19 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 40,693 | -0.13 | 3,115 | -4.71 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 104,301 | -9.80 | 7,983 | -13.93 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 3,205 | -32.65 | 245 | -35.70 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 15,889 | -95.04 | 1,216 | -95.27 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 2,074,082 | -15.69 | 54,261 | -72.51 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 26,310 | -2.93 | 2,014 | -7.41 | ||||
| 2026-05-14 | 13F | Fosun International Ltd | 0 | -100.00 | 0 | |||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 3,786 | -69.10 | 290 | -70.57 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 10,109 | -20.94 | 774 | -24.59 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 33,163 | -51.28 | 2,538 | -53.52 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 25,930 | -2.59 | 1,985 | -7.07 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 333,410 | -12.38 | 25,519 | -17.02 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 509,074 | -8.81 | 38,965 | -12.99 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 49,080 | -18.42 | 3,757 | -22.17 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 661,241 | -7.13 | 50,611 | -11.39 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 33,539 | -14.40 | 2,567 | -18.33 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 180,725 | -6.83 | 13,833 | -11.11 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 237,345 | -0.96 | 18,166 | -5.50 | ||||
| 2026-05-06 | 13F | Euro Pacific Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 3,674 | -4.50 | 281 | -8.77 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1,560 | -39.09 | 120 | -42.03 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 111,750 | -6.34 | 8,553 | -10.64 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 17,249,772 | -44.10 | 1,320,298 | -46.66 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 363,105 | -9.04 | 27,792 | -13.22 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 15,116 | -15.22 | 1,157 | -19.16 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 7,647 | -9.21 | 585 | -13.33 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 5,050,535 | -0.33 | 386,568 | -4.90 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 91,982 | -7.38 | 7,040 | -11.62 | ||||
| 2026-05-15 | 13F | Measured Risk Portfolios, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1,590 | -50.23 | 122 | -52.73 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 138,631 | -9.67 | 10,359 | -15.86 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 13,964 | -0.97 | 1,039 | -8.22 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 18,482 | -0.36 | 1,415 | -4.97 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 11,688 | -1.63 | 895 | -6.19 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 581,156 | -4.03 | 44,482 | -8.44 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 231,239 | -2.25 | 17,699 | -6.73 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 239,526 | -5.65 | 18,333 | -9.98 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 11,770 | -4.54 | 901 | -9.00 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 13,067 | -32.01 | 1,000 | -35.11 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1,850 | -7.50 | 142 | -11.87 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 3,282 | -0.42 | 251 | -4.92 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 8,723 | -0.16 | 668 | -4.71 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 270,245 | -2.25 | 20,685 | -6.74 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 7,915 | -2.32 | 606 | -6.92 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | PFG Advisors | 436,471 | -3.59 | 33,407 | -8.01 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 2,928 | -33.30 | 224 | -36.36 | ||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 286,492 | -1.27 | 21,928 | -5.80 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 7,451 | -1.26 | 644 | 6.28 | ||||
| 2026-04-14 | 13F | Flower City Capital | 5,974 | -2.00 | 457 | -6.54 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 129,183 | -29.14 | 9,888 | -32.39 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 9,894 | -15.61 | 757 | -19.47 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 8,041 | -0.22 | 615 | -4.80 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 1,003 | -57.28 | 77 | -52.80 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 5,122,117 | -6.03 | 391,448 | -10.47 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 484,160 | -2.17 | 37,058 | -6.66 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 14,081 | -2.19 | 1,078 | -6.67 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 40,924 | -7.49 | 3,132 | -11.72 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 3,422 | -5.31 | 262 | -9.69 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 314,886 | -0.81 | 24,101 | -5.36 | ||||
| 2026-04-09 | 13F | Mfg Wealth Management, Inc. | 23,678 | -2.43 | 1,812 | -6.89 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Independence Wealth Advisors, LLC | 30,780 | -72.54 | 2,356 | -73.81 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 83,832 | -14.17 | 6,416 | -18.11 | ||||
| 2026-05-01 | 13F | Mueller Wealth, LLC | 292,848 | -35.75 | 22,415 | -38.70 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 158 | -5.39 | 12 | -7.69 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 10,917 | -2.67 | 836 | -7.12 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 355 | -4.57 | 27 | -6.90 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Condor Capital Management | 84,237 | -10.70 | 6,448 | -14.80 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 37,358 | -0.70 | 2,859 | -5.24 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 751,451 | -2.02 | 57,516 | -6.51 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 19,545 | -61.08 | 1,496 | -62.86 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 63,717 | -1.40 | 4,877 | -5.92 | ||||
| 2026-04-24 | 13F | Balentine LLC | 51,067 | -0.36 | 3,909 | -4.94 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 24,576 | -8.51 | 1,881 | -12.67 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 20,093 | -0.12 | 1,538 | -4.71 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 16,450 | -5.73 | 1,259 | -10.01 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 4,287 | -39.17 | 362 | -37.15 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 71,834 | -2.46 | 5,498 | -6.94 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 99,922 | -0.30 | 7,648 | -4.86 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 73,948 | -36.58 | 5,660 | -39.48 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 593,732 | -3.16 | 45,444 | -7.60 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 24,960 | -6.95 | 1,910 | -11.20 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 8,336 | -78.21 | 638 | -79.62 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,307 | -11.35 | 865 | -15.44 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 4,321 | -30.49 | 331 | -33.73 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 9,917 | -4.69 | 759 | -8.99 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 10,949 | -44.68 | 838 | -47.20 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 119,178 | -0.99 | 9,122 | -5.53 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 58,475 | -33.36 | 4,476 | -36.42 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 4,847 | -7.13 | 371 | -11.48 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 14,707 | -0.53 | 1,137 | -4.38 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 105,072 | -13.79 | 8,042 | -17.74 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 270,512 | -1.48 | 20,705 | -5.99 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 9,056 | -1.48 | 786 | 6.65 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 59,386 | -6.82 | 4,545 | -11.09 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 15,205 | -22.25 | 1,164 | -25.83 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 29,718 | -1.14 | 2,275 | -5.68 | ||||
| 2026-05-07 | 13F | Beta Wealth Group, Inc. | 6,730 | -18.12 | 515 | -21.85 | ||||
| 2026-01-16 | 13F | Claris Advisors, Llc / Mo / | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 4,063 | -6.70 | 311 | -11.17 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 132 | -32.65 | 10 | -33.33 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 4,410 | -35.30 | 338 | -38.28 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 521,158 | -23.84 | 39,889 | -27.33 | ||||
| 2026-02-13 | 13F | Okabena Investment Services Inc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2,746 | -0.29 | 210 | -4.55 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 3,982,858 | -2.66 | 304,848 | -7.12 | ||||
| 2026-01-27 | 13F | Revisor Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 54,767 | -11.27 | 4,192 | -15.35 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 101,709 | -41.53 | 7,785 | -44.22 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 178,807 | -1.99 | 13,686 | -6.49 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 178,143 | -11.01 | 13,635 | -15.08 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 30,919 | -3.89 | 2,367 | -8.29 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 23,842 | -2.51 | 1,825 | -6.99 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 35,584 | -6.91 | 2,724 | -11.19 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 110,042 | -8.30 | 8,423 | -12.51 | ||||
| 2026-04-30 | 13F | Rockline Wealth Management, LLC | 2,644 | -2.44 | 202 | -6.91 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 10,618 | -0.73 | 813 | -5.36 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 51,153 | -44.18 | 3,915 | -46.74 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 402,922 | -2.41 | 30,840 | -6.89 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Goodman Financial Corp | 33,637 | -18.79 | 2,575 | -22.52 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 17,401 | -1.28 | 1,332 | -5.80 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 2,766 | -16.28 | 212 | -20.38 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 884,189 | -0.47 | 67,676 | -5.03 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 145 | -99.98 | 11 | -99.98 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 87,529 | -0.63 | 6,699 | -5.18 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 39,502 | -1.51 | 3,023 | -6.03 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 63,615 | -10.76 | 4,869 | -14.85 | ||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 49,905 | -17.82 | 3,820 | -21.60 | ||||
| 2026-05-15 | 13F | Cutler Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Seeds Investor Llc | 12,398 | -18.51 | 1,013 | -16.97 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 730,608 | -0.63 | 55,921 | -5.19 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 4,450 | -92.94 | 341 | -93.27 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 104,472 | -1.69 | 7,996 | -6.19 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 99,038 | -2.45 | 7,580 | -6.93 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Advisor Resource Council | 16,953 | -22.98 | 1,298 | -27.94 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 3,589 | -16.16 | 275 | -20.12 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 56,401 | -37.10 | 4,317 | -40.44 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 8,745 | -0.49 | 669 | -4.97 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 213,084 | -14.27 | 16,309 | -18.20 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Collier Financial | 20,684 | -2.19 | 1,583 | -6.66 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 432,959 | -2.87 | 33,139 | -7.33 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 93,315 | -1.27 | 7,142 | -5.80 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 3,726 | -3.92 | 285 | -8.36 | ||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 3,296,538 | -13.10 | 252 | -99.92 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 12 | -42.86 | 1 | -100.00 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 73 | -63.50 | 6 | -68.75 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 110,739 | -67.41 | 8 | -70.37 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 89,351 | -11.93 | 6,839 | -15.97 | ||||
| 2026-01-21 | 13F | Palumbo Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 587,958 | -1.29 | 45,002 | -5.81 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 9,975 | -2.88 | 794 | -4.69 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1,407 | -49.98 | 109 | -52.00 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 149,900 | -25.54 | 11,473 | -28.96 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 8,832 | -9.19 | 676 | -13.46 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 5,727 | -44.93 | 438 | -47.48 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 122,340 | -6.18 | 9,364 | -10.49 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 744,242 | -0.99 | 59,703 | 1.39 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | 360 Financial, Inc. | 14,047 | -16.75 | 1,075 | -20.55 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 7,564 | -5.17 | 579 | -9.55 | ||||
| 2026-04-28 | 13F | Q3 Asset Management | 33,908 | -8.66 | 3 | 0.00 | ||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | Call | 35,600 | -75.21 | 140 | -78.58 | |||
| 2026-01-28 | 13F | Absher Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 3,133 | -6.00 | 240 | -10.49 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 4,422 | -40.56 | 338 | -43.29 | ||||
| 2026-05-05 | 13F | Rayburn West Financial Services LLC | 4,678 | -1.22 | 358 | -5.54 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 11,225 | -96.63 | 859 | -96.79 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 3,843 | -27.08 | 294 | -30.33 | ||||
| 2026-01-27 | 13F | Davies Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 510 | -0.39 | 39 | -4.88 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | URS Advisory LLC | 57,309 | -2.65 | 4,386 | -7.12 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Athena Wealth Management, LLC | 12,181 | -2.06 | 932 | -6.52 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 7,039 | -30.59 | 539 | -33.83 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 44,086 | -3.87 | 3,374 | -8.29 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Towercrest Capital Management | 168,358 | -0.51 | 12,886 | -5.08 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9,625 | -8.66 | 737 | -12.90 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 10,637 | -0.95 | 814 | -5.46 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 335,409 | -0.67 | 25,672 | -5.23 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 1,173,658 | -11.87 | 89,832 | -15.91 | ||||
| 2026-05-07 | 13F | Momentum Wealth Planning, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 11,096 | -1.21 | 849 | -5.77 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 11,403 | -7.31 | 879 | -10.95 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 4,282 | -19.78 | 328 | -23.60 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 2,648 | -3.29 | 203 | -7.76 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 298,128 | -20.01 | 22,819 | -23.68 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 20,655 | -30.65 | 1,358 | -43.16 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 12,184 | -7.58 | 933 | -11.83 | ||||
| 2026-02-10 | 13F | Ascension Capital Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 132,297 | -0.90 | 10,126 | -5.44 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 52,460 | -0.14 | 4,015 | -4.70 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 18,624 | -3.10 | 1,425 | -7.53 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 4,753 | -21.79 | 364 | -25.46 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 25,200 | -0.73 | 1,929 | -5.30 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 325,125 | -1.63 | 24,885 | -6.14 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 61,355 | -13.78 | 4,696 | -17.73 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 23,069 | -3.46 | 1,766 | -7.93 | ||||
| 2026-02-06 | 13F | Municipal Employees' Retirement System of Michigan | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 8,632 | -45.79 | 661 | -48.32 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Adventist Health System Sunbelt Healthcare Corp | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-27 | 13F | Platform Technology Partners | 4,077 | -3.73 | 312 | -7.96 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 2,833 | -24.37 | 217 | -28.00 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 27,143 | -0.30 | 2,078 | -4.86 | ||||
| 2026-04-06 | 13F | CX Institutional | 1,874 | -33.73 | 0 | |||||
| 2026-04-16 | 13F | True Vision MN LLC | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Summit Global Investments | 9,251 | -43.31 | 1 | -100.00 | ||||
| 2026-05-11 | 13F | Ciovacco Capital Management LLC | 17,617 | -76.72 | 1,348 | -77.79 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 28,977 | -27.83 | 2,450 | -25.08 | ||||
| 2026-05-14 | 13F | Natixis | 13,323,068 | -18.92 | 1,004,959 | -24.39 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | -100.00 | 0 | |||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 11,326 | -4.15 | 867 | -8.55 | ||||
| 2026-04-16 | 13F | Standpoint Asset Management, LLC | 855,100 | -3.87 | 65,449 | -8.28 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 45,183 | -0.31 | 3,458 | -4.87 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 4,040 | -19.84 | 309 | -23.51 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 19,135 | -80.61 | 1,465 | -81.51 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 539,854 | -2.10 | 41,320 | -6.59 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 144,800 | -26.91 | 11,083 | -30.26 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 812,351 | -0.70 | 65,167 | 1.68 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 3,676 | -0.46 | 281 | -5.07 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1,102,261 | -6.39 | 84,367 | -10.68 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Strong Tower Advisory Services | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 556,584 | -3.82 | 42,601 | -8.23 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 36,544 | -76.79 | 2,797 | -77.85 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 181,838 | -6.31 | 13,918 | -10.61 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 167,791 | -1.29 | 12,843 | -5.82 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 1,409,193 | -29.46 | 107,860 | -32.70 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 62 | -74.80 | 5 | -78.95 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 4,637 | -8.14 | 355 | -12.38 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 4,336 | -0.60 | 332 | -6.76 | ||||
| 2026-05-14 | 13F | Mizuho Bank, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 73,275 | -0.17 | 5,608 | -4.76 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 7,106 | -10.44 | 544 | -14.62 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 14,382 | -1.05 | 1,101 | -5.58 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 16,469 | -0.62 | 1,261 | -5.19 |
