Propriedade Institucional e de Fundos - Vendedores
Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link para ver o histórico completo de transações.
Upgrade para desbloquear dados premium.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 111,724 | -31.03 | 15,568 | 74,033.33 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2,480 | -47.90 | 328 | -50.68 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 6,534 | -8.86 | 863 | -13.53 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 5,940 | -15.54 | 785 | -20.00 | ||||
| 2026-05-07 | 13F | Vericrest Private Wealth | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 8,313 | -0.44 | 1,098 | -5.59 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 7,879 | -10.01 | 1,041 | -14.68 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 3,201 | -4.30 | 423 | -9.44 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 18,150 | -45.34 | 2,398 | -48.20 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 4,869 | -5.80 | 643 | -10.69 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 4,660 | -0.53 | 616 | -5.67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 999,244 | -1.22 | 132,000 | -6.36 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2,027 | -2.74 | 268 | -7.93 | ||||
| 2026-04-29 | 13F | Dsm Capital Partners Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 773 | -42.74 | 0 | |||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 10,241 | -12.61 | 1,353 | -17.16 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 19,172 | -4.14 | 2,533 | -9.12 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 6,876 | -30.16 | 908 | -33.77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 307,264 | -0.24 | 40,590 | -5.43 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 780 | -2.38 | 103 | -7.21 | ||||
| 2026-05-07 | 13F | Prentiss Smith & Co Inc | 8,278 | -1.26 | 1,094 | -6.42 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 4,295 | -0.37 | 567 | -5.50 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 5,806 | -4.73 | 767 | -9.78 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 13,085 | -6.68 | 1,729 | -11.75 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 53,404 | -1.70 | 7,055 | -6.80 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 3,048 | -3.18 | 0 | |||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 860 | -10.88 | 114 | -15.67 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 1,787 | -1.38 | 236 | -6.35 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 4,181 | -6.19 | 552 | -11.11 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 4,210 | -3.26 | 556 | -8.25 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 1,743 | -0.06 | 230 | -5.35 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 21,128 | -0.07 | 2,791 | -5.30 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 4,167 | -63.57 | 550 | -65.47 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 39,936 | -6.45 | 5,276 | -11.31 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 3,142 | -5.22 | 415 | -10.17 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 7,459 | -0.23 | 985 | -5.38 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Villere St Denis J & Co Llc | 2,500 | -16.67 | 330 | -21.05 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 5,590 | -12.66 | 738 | -17.17 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 28,247 | -5.21 | 3,731 | -10.14 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 1,544 | -2.77 | 204 | -8.14 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 2,489 | -4.96 | 329 | -9.89 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 15,892 | -0.48 | 2,099 | -5.66 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 3,148 | -0.60 | 416 | -5.90 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 471 | -67.72 | 62 | -69.46 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 6,119 | -9.47 | 808 | -14.13 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 572,548 | -2.27 | 75,634 | -7.35 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 3,365 | -1.17 | 445 | -6.33 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 50,149 | -1.83 | 6,625 | -6.94 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 29,230 | -9.12 | 3,861 | -13.84 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 76,312 | -18.09 | 10,174 | -22.93 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 492 | -96.35 | 65 | -96.59 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 5,054 | -0.20 | 668 | -5.39 | ||||
| 2026-05-20 | 13F | Boothe Investment Group, Inc. | 1,626 | -7.98 | 215 | -13.01 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 2,280 | -36.12 | 301 | -39.44 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 50,520 | -3.40 | 6,674 | -8.43 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 198,443 | -67.28 | 26,214 | -68.98 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 5,435 | -0.48 | 718 | -5.66 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 3,084 | -2.68 | 407 | -7.71 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 394,202 | -3.55 | 50,691 | -10.99 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 698 | -1.41 | 92 | -6.12 | ||||
| 2026-05-05 | 13F | UBS Group AG | 350,383 | -6.75 | 46,286 | -11.60 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 424 | -14.17 | 59 | -11.94 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 10,055 | -1.98 | 1,328 | -7.07 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 4,984 | -1.91 | 658 | -7.06 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7,989 | -3.32 | 1,055 | -8.34 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 14,656 | -0.51 | 2,042 | 2.20 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 5,220 | -0.46 | 690 | -5.62 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | M&t Bank Corp | 381,019 | -26.86 | 50,333 | -30.66 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 9,646 | -0.99 | 1,274 | -6.12 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Panoramic Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 11,492 | -7.30 | 2 | 0.00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 279,709 | -2.77 | 37 | -10.00 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2,601 | -0.12 | 344 | -5.25 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 5,188 | -10.72 | 1 | |||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 1,688 | -0.76 | 223 | -5.91 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 2,068 | -32.17 | 273 | -35.61 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 41,692 | -0.65 | 5,507 | -5.81 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 1,952 | -8.01 | 258 | -12.88 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 3,429 | -26.98 | 453 | -30.73 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2,337 | -1.02 | 309 | -6.10 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 4,396 | -1.79 | 581 | -5.23 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 20,325 | -5.27 | 2,685 | -10.20 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 17,538 | -5.02 | 2,317 | -9.95 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 6,847 | -48.20 | 904 | -50.92 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 781 | -33.64 | 99 | -40.24 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 13,922 | -0.73 | 1,839 | -5.89 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 97,527 | -0.49 | 12,883 | -5.66 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1,461,098 | -9.59 | 193,011 | -14.29 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 12,464 | -11.45 | 1,647 | -16.06 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 487,435 | -2.74 | 64,390 | -7.79 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1,064,924 | -2.82 | 140,676 | -7.87 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 2,351 | -0.63 | 311 | -5.78 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 34,381 | -3.07 | 4,542 | -8.11 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 8,314 | -2.50 | 1,098 | -7.58 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 63,131 | -4.61 | 8,340 | -9.57 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 36,430 | -16.95 | 4,812 | -21.27 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 12,030 | -0.36 | 1,589 | -5.53 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 8,739 | -4.07 | 1,154 | -8.85 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1,897 | -0.84 | 264 | -0.75 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 4,414 | -1.05 | 583 | -6.12 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 13,929 | -0.32 | 1,840 | -5.55 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 11,590 | -5.82 | 1,531 | -10.68 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 314 | -99.28 | 41 | -4.65 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2,998 | -1.83 | 396 | -6.82 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1,100 | -2.22 | 145 | -7.05 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 3,353 | -1.18 | 443 | -6.36 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5,046 | -2.85 | 667 | -7.88 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 8,075 | -6.33 | 1,067 | -11.24 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 11 | -67.65 | 1 | -75.00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 14,686 | -15.22 | 1,940 | 96,900.00 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 4,596 | -0.56 | 607 | -5.75 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 94,823 | -6.00 | 12,526 | -10.89 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 14,145 | -12.45 | 1,671 | -25.81 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 29,897 | -1.65 | 4,166 | 1.04 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15,117 | -0.15 | 2,182 | 2.01 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 142 | -44.31 | 19 | -48.57 | ||||
| 2026-04-23 | 13F | Simmons Bank | 22,310 | -6.77 | 2,947 | -11.61 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4,763 | -11.02 | 629 | -15.57 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4,692 | -0.02 | 654 | 2.67 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 1,551 | -3.12 | 205 | -8.52 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 2,170 | -2.25 | 287 | -7.44 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 10,823 | -7.04 | 1,430 | -11.90 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 45,819 | -4.90 | 6 | 0.00 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 4,777 | -0.19 | 631 | -5.26 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 11,648 | -1.08 | 1,539 | -6.22 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 5,241 | -3.36 | 692 | -8.34 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 9,939 | -1.39 | 1,313 | -6.55 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 46 | -72.12 | 6 | -72.73 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 437 | -60.38 | 58 | -62.75 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 1,991 | -1.78 | 263 | -6.74 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 12,232 | -0.68 | 1,616 | -5.89 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 11,809 | -0.07 | 1,560 | -5.29 | ||||
| 2026-04-15 | 13F/A | Sl Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | McGinn Investment Management, Inc. | 3,618 | -21.14 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 1,914 | -65.68 | 253 | -67.57 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1,005 | -51.59 | 133 | -54.33 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 5,295 | -1.93 | 700 | -7.05 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3,015 | -7.12 | 398 | -11.95 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 24,475 | -2.35 | 3,233 | -7.42 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 112 | -8.20 | 15 | -17.65 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 1,743 | -6.14 | 230 | -10.85 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 275 | -45.00 | 36 | -47.83 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 3,908 | -1.04 | 516 | -6.18 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 46,178 | -8.98 | 6,103 | -13.71 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-03 | 13F | Adirondack Trust Co | 549 | -24.69 | 73 | -28.71 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 29,291 | -4.90 | 3,901 | -9.11 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5,421 | -3.59 | 716 | -8.56 | ||||
| 2026-05-15 | 13F | Common Fund For Nonprofit Organizations | 4,629 | -1.15 | 611 | -6.29 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 39,041 | -0.51 | 5,157 | -5.67 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 2,300 | -0.30 | 304 | -5.61 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 2,453 | -42.38 | 324 | -43.85 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 61 | -85.81 | 8 | -86.44 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 574 | -81.48 | 74 | -83.22 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Ellevest, Inc. | 13,005 | -2.69 | 1,718 | -7.79 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 14,916 | -7.16 | 1,970 | -11.97 | ||||
| 2026-05-05 | 13F | Caldwell Securities, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 9,555 | -1.29 | 1,262 | -6.38 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 2,000 | -25.93 | 264 | -29.79 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 7,765 | -0.49 | 1,026 | -5.70 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 12,220 | -5.78 | 2 | 0.00 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 2,983 | -1.91 | 394 | -6.86 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 28,940 | -0.02 | 4,033 | 2.70 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 38,147 | -2.60 | 5,039 | -7.66 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 219 | -64.62 | 31 | -63.86 | ||||
| 2026-04-13 | 13F | Trust Co | 13,736 | -0.46 | 1,815 | -5.62 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 57,289 | -0.56 | 7,568 | -5.73 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 356 | -38.19 | 47 | -41.25 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 12,434 | -1.43 | 1,642 | -6.55 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 13,358 | -1.14 | 1,765 | -6.27 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 14,401 | -0.83 | 1,902 | -5.98 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 69,939 | -45.24 | 9,239 | -48.09 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 31,618 | -4.05 | 4,177 | -9.04 | ||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 2,925 | -25.70 | 386 | -29.56 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 19,599 | -0.48 | 2,627 | -5.84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 2,963 | -12.85 | 391 | -17.34 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 29,333 | -3.77 | 3,875 | -8.78 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 9,920 | -0.66 | 1,310 | -5.82 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 66,029 | -0.00 | 8,722 | -5.20 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 426 | -13.94 | 59 | -11.94 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 8,180 | -2.39 | 1,081 | -7.46 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 130,090 | -2.62 | 17,185 | -7.68 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Ryan Investment Management, Inc. | 4,959 | -43.07 | 655 | -46.00 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 1,620 | -2.23 | 214 | -6.96 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1,938 | -12.86 | 290 | -6.47 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 1,870 | -91.69 | 247 | -92.13 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 10,519 | -5.71 | 1,390 | -10.62 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2,865 | -0.07 | 0 | |||||
| 2026-04-13 | 13F | Hm Payson & Co | 164,695 | -7.25 | 21,756 | -12.07 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 28,164 | -4.72 | 3,720 | -9.66 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 18,442 | -2.01 | 2,436 | -7.09 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2,197 | -3.39 | 290 | -8.23 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2,630 | -2.12 | 347 | -7.22 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 3,960 | -10.69 | 523 | -15.24 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 10,835 | -0.06 | 1,431 | -5.23 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 3,775 | -0.66 | 499 | -5.86 |
