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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 6,043 | -14.65 | 1,313 | -12.47 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 3,479 | -4.08 | 756 | -1.69 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 68,237 | -1.50 | 15 | 0.00 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 10,061 | -1.55 | 2,186 | 0.97 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 870 | -0.57 | 189 | 1.62 | ||||
| 2026-05-15 | 13F | Cantor Fitzgerald, L. P. | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 14,982 | -7.94 | 3,255 | -5.57 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 5,344 | -3.49 | 1,161 | -1.02 | ||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9,905 | -5.63 | 2,152 | -3.20 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 84 | -98.06 | 18 | -98.04 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | BancorpSouth Bank | 1,773 | -1.17 | 376 | 0.27 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1,912 | -0.26 | 415 | 2.22 | ||||
| 2026-04-20 | 13F | 25 Llc | 131,383 | -1.00 | 28,543 | 1.55 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 1,124 | -14.78 | 244 | -12.54 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 20,306 | -12.92 | 4,411 | -10.67 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 561 | -5.87 | 122 | -3.97 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 1,481 | -4.94 | 322 | -2.73 | ||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 2,035 | -4.91 | 442 | -2.43 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 2,200 | -0.81 | 478 | 1.71 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 4,478 | -5.23 | 973 | -2.80 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 1,040 | -2.44 | 226 | 0.00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 22,782 | -0.13 | 4,949 | 2.44 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 174 | -1.14 | 38 | 0.00 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 5,990 | -0.27 | 1,301 | 2.28 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 27,367 | -46.80 | 5,946 | -45.43 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 3,023 | -1.34 | 657 | 1.23 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 3,620 | -18.25 | 786 | -16.12 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 19,112 | -5.25 | 4,152 | -2.79 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 63,575 | -1.13 | 13,812 | 1.42 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 12,031 | -46.97 | 2,614 | -45.61 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 7,240 | -2.98 | 1,573 | -0.51 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 976 | -5.88 | 212 | -3.20 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 4,329 | -4.71 | 941 | -7.21 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 32,312 | -1.32 | 7,020 | 1.23 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 360 | -54.02 | 78 | -52.73 | ||||
| 2026-05-15 | 13F | Brandes Investment Partners, Lp | 8,152 | -83.34 | 1,771 | -82.91 | ||||
| 2026-05-19 | 13F | Causey Wealth LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 17,784 | -23.48 | 3,864 | -21.02 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 20,433 | -2.92 | 4,439 | -0.40 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 2,341 | -0.17 | 509 | 2.42 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 1,134 | -53.06 | 246 | -51.86 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 207 | -3.27 | 45 | 0.00 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 68,962 | -4.48 | 14,982 | -2.02 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 11,436 | -0.93 | 2,484 | 1.64 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 1,272 | -34.90 | 279 | -35.27 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 3,036 | -15.99 | 660 | -13.86 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 1,075 | -24.56 | 234 | -22.59 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 1,125 | -0.71 | 244 | 2.09 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8,992 | -3.04 | 1,954 | -0.56 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 9,961 | -2.56 | 2,164 | -0.09 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 27,796 | -2.32 | 6,039 | 0.20 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1,651 | -14.63 | 344 | -15.06 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 4,491 | -13.83 | 976 | -11.60 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 16,422 | -1.20 | 3,568 | 1.34 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 59,125 | -44.41 | 12,845 | -42.98 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 5,512 | -0.49 | 1,197 | 2.05 | ||||
| 2026-04-06 | 13F | CX Institutional | 29,599 | -40.64 | 6 | -40.00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 62,093 | -0.35 | 13,490 | 2.21 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 53,419 | -1.24 | 11,605 | 1.31 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-02-02 | 13F | Balentine LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 1,909 | -5.91 | 0 | |||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | RW Investment Management LLC | 941 | -5.43 | 204 | -1.45 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 1,087 | -24.09 | 236 | -22.11 | ||||
| 2026-04-21 | 13F | Maseco Llp | 936 | -3.21 | 203 | -0.49 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 12,299 | -2.54 | 2,672 | 0.00 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 1,740 | -71.78 | 378 | -71.03 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 13,636 | -2.93 | 2,962 | -0.44 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 1,192 | -3.95 | 259 | -1.15 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Seven Mile Advisory | 1,029 | -96.04 | 224 | -95.95 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 45,151 | -93.91 | 9,809 | -93.76 | ||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 5,985 | -1.30 | 1,391 | 8.33 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 347 | -42.36 | 75 | -40.94 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 5,209 | -9.66 | 1,132 | -7.37 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 2,685 | -51.24 | 1,167 | 0.00 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 1,376 | -32.42 | 299 | -30.86 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 97,589 | -12.73 | 21,201 | -10.48 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 952 | -11.77 | 0 | |||||
| 2026-04-23 | 13F | Simmons Bank | 10,411 | -2.56 | 2,262 | -0.04 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1,050 | -2.05 | 228 | 0.44 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 4,953 | -26.77 | 1,076 | -24.86 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 4,959 | -10.87 | 1,077 | -8.57 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 27,831 | -14.19 | 6,046 | -11.98 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 6,557 | -3.27 | 1,425 | -0.77 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2,201 | -39.06 | 478 | -37.43 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 8,701 | -3.25 | 1,890 | -0.74 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 1,318 | -27.62 | 286 | -25.71 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 2,418 | -2.34 | 525 | 0.19 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 1,078 | -9.49 | 234 | -7.14 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 10,195 | -7.72 | 2,215 | -5.34 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Systematic Financial Management Lp | 242 | -40.98 | 52 | -39.53 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 4,079,001 | -6.86 | 886,163 | -4.46 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 2,222 | -16.15 | 483 | -14.08 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1,835 | -10.84 | 399 | -8.51 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 16,513 | -0.58 | 3,587 | 1.99 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 100,092 | -19.84 | 21,745 | -17.77 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 2,249 | -3.39 | 489 | -1.01 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 9,346 | -5.45 | 2,030 | -3.01 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17,013 | -1.20 | 3,603 | 0.28 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 4,482 | -3.26 | 974 | -0.82 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 30,070 | -0.43 | 6,533 | 2.13 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 230 | -3.36 | 50 | -2.00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 4,474 | -0.97 | 972 | 1.57 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 57,300 | -1.25 | 12,136 | 0.21 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 16,467 | -0.82 | 3,577 | 1.73 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 4,922 | -0.30 | 1,069 | 2.30 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1,505 | -0.33 | 327 | 2.51 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1,483 | -67.82 | 338 | -66.93 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 14,029 | -0.07 | 3,048 | 2.49 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 37,189 | -2.32 | 8,079 | 0.20 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 1,837 | -4.62 | 399 | -1.97 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 1,050 | -4.37 | 228 | -1.72 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 2,828 | -4.75 | 614 | -2.23 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5,069 | -0.65 | 1 | 0.00 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 2,239 | -1.19 | 486 | 1.46 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 12,154 | -4.19 | 2,640 | -1.71 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 10,225 | -2.04 | 2,221 | 0.50 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 2,606 | -10.14 | 566 | -7.82 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 25,011 | -3.50 | 5,434 | -1.02 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 1,670 | -12.52 | 388 | -10.62 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 1,390 | -7.33 | 302 | -5.05 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 675,388 | -5.32 | 146,821 | -2.80 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2,924 | -3.24 | 635 | -0.78 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Accel Wealth Management | 1,094 | -7.76 | 238 | -5.58 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 11,924 | -1.66 | 2,590 | 0.90 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 45,832 | -5.22 | 9,957 | -2.76 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 4,770 | -0.81 | 1,036 | 1.77 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 18,480 | -2.48 | 4,015 | 0.02 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 975 | -11.04 | 212 | -9.05 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 5,028 | -14.23 | 1,092 | -12.01 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 939 | -4.38 | 204 | -1.93 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 2,577 | -46.50 | 560 | -45.20 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 8,644 | -0.21 | 1,878 | 2.34 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 2,741 | -9.75 | 596 | -7.47 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 134,671 | -2.28 | 30,740 | -0.60 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 4,926 | -2.73 | 1,070 | -0.19 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 34,197 | -0.11 | 7,429 | 2.47 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 1,224 | -0.89 | 259 | 0.78 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 120 | -34.43 | 26 | -31.58 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 6,139 | -6.56 | 1,334 | -4.17 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 130,776 | -4.38 | 28,411 | -1.92 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 123,221 | -1.64 | 26,770 | 0.89 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2,820 | -5.56 | 613 | -3.16 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 1,055 | -62.79 | 229 | -61.83 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 8,441 | -0.08 | 1,834 | 2.46 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 6,451 | -10.13 | 1,402 | -7.83 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 297,406 | -1.38 | 64,611 | 1.16 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 11,820 | -5.02 | 2,568 | -2.58 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 950 | -3.46 | 206 | -0.96 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 12,176 | -7.58 | 2,645 | -5.20 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3,215 | -1.44 | 699 | 1.16 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Lansing Street Advisors | 51,451 | -0.33 | 11,178 | 2.24 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 9,183 | -17.67 | 1,995 | -15.54 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 2,669 | -8.12 | 580 | -5.85 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 1,396 | -7.85 | 303 | -5.31 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 21,491 | -5.84 | 4,669 | -3.41 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2,987 | -4.45 | 652 | -1.66 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 20,159 | -1.96 | 4,380 | 0.57 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 952 | -6.85 | 207 | -4.63 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2,159 | -0.87 | 469 | 1.74 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 34,436 | -2.55 | 7,481 | -0.04 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 18,333 | -0.21 | 4,185 | 1.50 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 14,385 | -9.34 | 3,126 | -6.72 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 5,485 | -0.38 | 1,192 | 2.14 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 950 | -0.63 | 206 | 1.98 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 12,477 | -2.61 | 2,711 | -0.11 | ||||
| 2026-01-21 | 13F | Snider Financial Group | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 26,005 | -2.83 | 5,650 | -0.32 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 271,341 | -12.03 | 58,927 | -9.80 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 9,878 | -12.78 | 2,146 | -10.55 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 46,147 | -13.72 | 10,032 | -11.48 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 29,668 | -9.99 | 6,445 | -8.59 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 464,272 | -2.22 | 100,863 | 0.30 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 6,430 | -5.64 | 1,397 | -3.26 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 2,531 | -0.24 | 580 | 1.22 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 67,450 | -0.30 | 14,654 | 2.28 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 1,628 | -15.56 | 354 | -13.48 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 3,898 | -1.17 | 847 | 1.32 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 339,227 | -2.34 | 73,697 | 0.17 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 27,060 | -1.72 | 5,879 | 0.81 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 2,155 | -0.23 | 468 | 2.41 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 17,928 | -0.28 | 3,895 | 2.29 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 18,052 | -5.46 | 3,922 | -3.04 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 2,096 | -3.05 | 455 | -0.44 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 79,186 | -1.60 | 17,203 | 0.93 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2,355 | -4.89 | 512 | -2.48 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1,093 | -3.95 | 239 | -3.64 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 13,160 | -2.52 | 2,859 | -0.03 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4,033 | -7.54 | 854 | -6.15 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 33,912 | -3.06 | 7,367 | -0.55 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 56,142 | -4.20 | 12,197 | -1.73 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 4,086 | -8.47 | 888 | -6.14 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 69,324 | -5.51 | 15,061 | -3.07 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 5,199 | -9.97 | 1,129 | -7.69 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 125,316 | -4.71 | 27,225 | -2.25 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3,011 | -1.25 | 654 | 1.40 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 6,216 | -1.35 | 1,350 | 1.20 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 44,966 | -72.00 | 9,769 | -71.28 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 615 | -56.69 | 134 | -55.67 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 888 | -18.98 | 193 | -17.24 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 34 | -77.18 | 7 | -77.42 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2,436 | -18.66 | 531 | -16.25 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 817,672 | -0.64 | 177,639 | 1.92 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 18,179 | -8.59 | 3,949 | -6.22 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 7,399 | -12.35 | 1,607 | -10.07 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 1,406 | -13.53 | 305 | -11.34 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 3,861 | -4.69 | 839 | -2.22 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 10,377 | -0.19 | 2,254 | 2.41 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 62,436 | -12.96 | 13,564 | -10.72 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 479 | -28.93 | 104 | -26.76 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 4,223 | -3.80 | 917 | -1.29 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 7,708 | -1.24 | 1,675 | 1.27 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1,486 | -8.61 | 323 | -6.40 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 4,393 | -4.02 | 993 | 2.48 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 59,379 | -38.77 | 12,900 | -37.19 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 71,122 | -0.33 | 15,451 | 2.24 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 8,607 | -1.08 | 1,870 | -3.71 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 585,914 | -0.59 | 124,091 | 100,786.18 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 2,066 | -1.01 | 449 | 1.36 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 1,825 | -0.33 | 398 | 2.32 | ||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-01 | 13F | Bangor Savings Bank | 20,754 | -9.91 | 4,509 | -7.60 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 4,772 | -0.17 | 1,041 | 2.77 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 1,248 | -11.80 | 0 | |||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 20,564 | -1.81 | 4,468 | 0.72 | ||||
| 2026-02-02 | 13F | Capital Investment Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 2,454 | -0.32 | 533 | 2.30 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 6,065 | -0.44 | 1,318 | 2.09 | ||||
| 2026-02-12 | 13F | Cornerstone Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Grange Capital, LLC | 4,549 | -11.99 | 988 | -9.69 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 2,459 | -1.80 | 534 | 0.75 | ||||
| 2026-01-26 | 13F | Sellwood Investment Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 5,530 | -10.10 | 1,201 | -7.76 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 1,688 | -0.88 | 367 | 1.67 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 1,155 | -13.03 | 251 | -11.03 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 1,601 | -10.26 | 348 | -7.96 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 3,074 | -3.49 | 668 | -8.25 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 30,661 | -5.19 | 6,661 | -7.67 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 1,026 | -4.38 | 223 | -2.20 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 46,494 | -2.18 | 10,101 | 0.34 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 4,609 | -14.93 | 1,001 | -12.73 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 3,725 | -11.03 | 809 | -8.69 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 488 | -0.81 | 113 | 3.67 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 2,404 | -0.29 | 522 | 2.35 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 5,934 | -9.38 | 1,289 | -7.00 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 7,585 | -0.05 | 1,648 | 2.49 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 8,206 | -21.18 | 2 | -50.00 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 4,175 | -40.22 | 907 | -38.67 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Team Hewins, LLC | 1,390 | -12.03 | 302 | -9.88 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 338 | -18.94 | 0 | |||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 4,116 | -12.54 | 894 | -10.24 | ||||
| 2026-05-14 | 13F | Betterment LLC | 2,917,128 | -3.40 | 634 | -0.94 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 2,756 | -15.02 | 599 | -12.83 | ||||
| 2026-05-13 | 13F | Stembrook Asset Management, LLC | 6,351 | -0.44 | 1,380 | 2.07 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 5,172 | -0.61 | 1,124 | 1.91 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 1,188 | -6.46 | 258 | -3.73 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 11,969 | -24.52 | 2,600 | -22.57 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 40,283 | -2.36 | 8,752 | 0.16 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 4,110 | -40.51 | 893 | -39.03 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 7,148 | -1.72 | 1,553 | 0.78 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 1,979 | -1.49 | 430 | 0.94 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 2,637 | -3.23 | 573 | -0.87 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3,489 | -45.88 | 760 | -44.32 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 18,000 | -11.65 | 3,911 | -9.36 | ||||
| 2026-05-08 | 13F | Bokf, Na | 7,489 | -3.65 | 1,627 | -1.22 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 13,224 | -2.97 | 3 | 0.00 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 13,237 | -4.34 | 2,876 | -1.88 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 141,395 | -1.73 | 30,718 | 0.80 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 15,158 | -0.54 | 3,293 | 2.05 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 58,169 | -0.79 | 12,637 | 1.77 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 905 | -4.64 | 197 | -2.00 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2,674 | -17.52 | 617 | -10.06 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 1,055 | -6.31 | 229 | -3.78 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,955 | -7.78 | 425 | -5.36 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Copia Wealth Management | 2,056 | -22.65 | 447 | -20.64 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 20,088 | -0.44 | 4,364 | 2.13 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 7,089 | -3.83 | 1,540 | -1.35 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 45,957 | -1.32 | 9,733 | 0.13 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 3,951 | -0.20 | 858 | 2.39 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 8,357 | -3.16 | 1,816 | -0.66 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 3,614 | -7.59 | 785 | -5.19 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 15,152 | -13.25 | 3,292 | -11.03 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 37,138 | -1.31 | 8,068 | 1.24 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 3,545 | -51.02 | 770 | -49.74 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 255,432 | -3.05 | 55,493 | -0.55 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 8,173 | -1.45 | 1,776 | 1.08 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2,096 | -9.19 | 455 | -6.76 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 8,658 | -30.50 | 1,881 | -28.73 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 1,404 | -52.95 | 316 | -52.42 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 2,550 | -0.66 | 592 | 9.02 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 61,499 | -6.34 | 14,123 | 1.57 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 1,499 | -5.78 | 326 | -4.69 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 36,123 | -0.07 | 7,848 | 2.51 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 16,073 | -1.49 | 3,492 | 1.04 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 1,856 | -2.93 | 393 | -2.97 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 1,516 | -35.79 | 329 | -34.07 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 20 | -86.01 | 4 | -86.67 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 1,150 | -1.20 | 250 | 1.22 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 6,516 | -35.63 | 1 | -50.00 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 15,006 | -0.98 | 3,260 | 1.59 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 26,327 | -0.11 | 5,720 | 2.45 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 20,007 | -28.86 | 4,347 | -27.03 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 1 | -66.67 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 25,066 | -2.80 | 5,446 | -0.29 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 4,269 | -91.46 | 928 | -91.24 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 5,551 | -19.33 | 1,206 | -17.30 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1,151 | -11.33 | 250 | -9.09 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 56,595 | -16.51 | 12,295 | -14.35 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 9,723 | -7.65 | 2,112 | -5.25 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 649 | -46.76 | 141 | -45.35 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 31,191 | -19.54 | 6,776 | -17.47 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 284,691 | -0.02 | 61,849 | 2.56 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 38,775 | -3.90 | 8,424 | -1.43 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 19,149 | -1.69 | 4,160 | 0.85 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 1,290 | -0.08 | 280 | 2.56 | ||||
| 2026-05-04 | 13F | King Wealth | 5,093 | -1.09 | 1 | 0.00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 13,400,994 | -16.24 | 2,911,366 | -14.08 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 1,336 | -2.55 | 290 | 0.00 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 30,778 | -23.87 | 6,686 | -21.91 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 7,239 | -0.08 | 1,573 | 2.48 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 34,669 | -4.56 | 8,088 | -4.07 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 1,277 | -0.85 | 278 | 1.84 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 2,938 | -2.62 | 638 | 0.00 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1,018 | -3.23 | 221 | -0.45 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 1,946 | -3.28 | 423 | -0.94 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 24,033 | -1.93 | 5,221 | 0.60 | ||||
| 2026-01-29 | 13F | Comerica Bank | 133,866 | -1.11 | 28,352 | 0.35 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 13,117 | -1.72 | 2,850 | 0.81 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2,009 | -1.76 | 436 | 0.69 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 26,271 | -2.40 | 5,707 | 0.11 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 1,293 | -5.27 | 301 | -2.60 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 4,961 | -23.98 | 1,051 | -22.91 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 33,434 | -0.03 | 7,264 | 2.56 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 278,034 | -1.30 | 60,403 | 1.24 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 25,044 | -3.97 | 5,441 | -1.48 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 24,243 | -0.36 | 5,267 | 2.19 | ||||
| 2026-02-13 | 13F | SHUTTLEWORTH & Co | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 68,053 | -3.83 | 14,785 | -1.35 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 1,535 | -21.28 | 334 | -19.37 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 12,967 | -4.16 | 2,817 | -1.68 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 12,412 | -7.89 | 2,696 | -5.50 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2,479 | -7.15 | 538 | -4.78 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 397,932 | -29.94 | 86,451 | -28.13 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 6,643 | -1.53 | 1,443 | 1.05 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 46 | -33.33 | 10 | -35.71 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 13,423 | -9.17 | 2,916 | -6.81 | ||||
| 2026-02-12 | 13F | Stonegate Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 8,851 | -0.44 | 1,923 | 2.13 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 7,149 | -2.06 | 1,553 | 0.52 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 2,778 | -4.67 | 603 | -2.27 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1,048 | -20.36 | 229 | -17.99 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 101,570 | -14.47 | 22,066 | -12.26 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1,619 | -0.80 | 352 | 1.74 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 4,890 | -18.12 | 1,062 | -15.98 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 8,815 | -10.19 | 1,915 | -7.84 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 15,257 | -2.93 | 3,315 | -0.42 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 414 | -17.86 | 90 | -15.09 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 33,868 | -6.64 | 7,358 | -4.23 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 324,522 | -28.69 | 70,934 | -29.15 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 1,287 | -14.14 | 280 | -11.99 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 6,281 | -1.75 | 1,365 | 0.81 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 975 | -9.55 | 212 | -7.46 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3,820 | -17.14 | 809 | -15.90 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 16,000 | -4.46 | 3,476 | -1.97 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 9,245 | -1.89 | 2,008 | 0.65 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 14,042 | -11.23 | 3,051 | -8.96 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 133,535 | -0.24 | 29,010 | 2.34 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 15,742 | -4.63 | 3 | 0.00 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 8,793 | -3.63 | 1,910 | -1.14 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 17,099 | -4.75 | 3,715 | -2.29 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 4,292 | -10.95 | 933 | -8.63 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 237,827 | -0.84 | 52 | 2.00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 151,784 | -21.41 | 32,157 | -21.38 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 2,244 | -8.11 | 488 | -5.80 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 52,537 | -0.33 | 11,414 | 2.24 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 39,163 | -2.47 | 8,508 | 0.05 | ||||
| 2026-04-15 | 13F | City Holding Co | 3,881 | -3.41 | 843 | -0.82 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1,413 | -12.29 | 307 | -10.26 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 33,033 | -2.35 | 7,176 | 0.17 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 59,084 | -1.67 | 12,836 | 0.86 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 3,483 | -0.34 | 757 | 2.16 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 5,862 | -94.61 | 1,241 | -94.53 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 2,040 | -1.50 | 443 | 1.14 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 157,252 | -3.15 | 34,163 | -0.66 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 13,121 | -2.92 | 2,851 | -0.42 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 10,786 | -0.10 | 2,343 | 2.49 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 8,181 | -3.61 | 1,777 | -6.67 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 4,988 | -28.91 | 1,084 | -27.07 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 12,892 | -2.58 | 2,730 | -1.12 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 22,771 | -0.88 | 4,947 | 1.66 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 12,905 | -4.50 | 2,804 | -2.03 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 57,225 | -0.47 | 12,432 | 2.10 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 15,439 | -3.28 | 3,354 | -0.77 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 12,915 | -0.78 | 2,806 | 1.78 | ||||
| 2026-01-30 | 13F | Spreng Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-02 | 13F | Collective Family Office Llc | 36,165 | -1.58 | 7,857 | 0.95 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 10,642 | -2.55 | 2,312 | 0.00 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 6,953 | -17.75 | 1,511 | -15.64 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 2,309 | -1.07 | 502 | 1.42 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4,248 | -0.52 | 923 | 1.99 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 76,301 | -10.18 | 16,576 | -7.87 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 65,814 | -0.08 | 13,972 | -0.84 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 6,428 | -9.02 | 1,396 | -6.68 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 46,793 | -0.02 | 10 | 11.11 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 1,683 | -3.11 | 366 | -0.54 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 2,739 | -2.00 | 595 | 0.68 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 9,210 | -7.20 | 2,001 | -4.85 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 10,725 | -26.88 | 2,330 | -24.98 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 14,134 | -6.77 | 3,071 | -4.36 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 2,027 | -21.34 | 440 | -19.27 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 3,688 | -3.71 | 801 | -1.23 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 206 | -35.62 | 45 | -34.33 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 1,995 | -0.05 | 433 | 2.61 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 8,730 | -4.82 | 1,897 | -2.37 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 591 | -85.63 | 128 | -85.29 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 12,510 | -50.64 | 2,718 | -48.19 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 8,457 | -5.63 | 1,837 | -3.16 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 3,438 | -5.83 | 747 | -3.49 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 9,070 | -12.05 | 1,971 | -9.80 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 17,624 | -30.30 | 3,829 | -28.52 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 25,366 | -49.59 | 5,511 | -48.29 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-03 | 13F | Investors Research Corp | 341 | -16.22 | 74 | -13.95 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1,598 | -0.81 | 347 | 1.76 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 47,484 | -1.89 | 10,316 | 0.63 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6,347 | -11.97 | 1 | 0.00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 25,356 | -3.46 | 5,509 | -0.97 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 33,531 | -9.66 | 7,285 | -7.33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4,067 | -10.36 | 884 | -8.02 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1,535 | -8.25 | 340 | -2.58 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 52,400 | -64.51 | 22,111 | -29.29 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 2,850 | -1.01 | 619 | 1.64 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 2,627 | -8.18 | 571 | -5.79 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 5,874 | -5.65 | 1,276 | -3.19 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 5,628 | -10.27 | 1,223 | -7.98 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 10,828 | -4.01 | 2,359 | -1.46 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 1,433 | -20.17 | 311 | -18.16 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 6,240 | -0.16 | 1,356 | 2.42 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 2,300 | -1.08 | 500 | 1.42 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 43,692 | -5.13 | 9,492 | -2.69 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 25,911 | -8.22 | 5,629 | -5.85 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 7,534 | -5.21 | 1,596 | -3.80 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 11,055 | -0.19 | 2,402 | 2.39 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 1,087 | -4.40 | 236 | -1.67 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 1,534 | -0.71 | 333 | 1.83 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 2,522 | -15.85 | 548 | -13.72 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1,663 | -6.47 | 361 | -3.99 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 978 | -2.69 | 213 | 0.47 | ||||
| 2026-02-02 | 13F | New England Capital Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Guardian Wealth Management, Inc. | 2,502 | -1.61 | 544 | 0.93 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2,854 | -1.42 | 620 | 1.14 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 8,254 | -0.97 | 1,793 | 1.59 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 4,088 | -0.17 | 888 | 2.42 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 629,499 | -0.86 | 136,759 | 1.69 | ||||
| 2026-05-11 | 13F | Boston Partners | 3,387 | -5.52 | 6,493 | 755.34 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 28,577 | -2.07 | 6,208 | 0.45 | ||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 1,839 | -0.43 | 399 | 2.05 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 7,388 | -25.41 | 1,605 | -23.46 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 947 | -17.44 | 206 | -15.29 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 932 | -5.86 | 202 | -3.35 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 1,490 | -1.78 | 324 | 0.62 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 2,568 | -81.27 | 558 | -81.01 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 760 | -28.30 | 165 | -26.34 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 3,378 | -6.43 | 716 | -5.42 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 11,262 | -11.50 | 2,447 | -9.24 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2,638 | -14.04 | 1 | |||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 19,670 | -2.26 | 4,273 | 0.26 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 16,662 | -4.77 | 3,620 | -2.32 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 37,861 | -7.82 | 8,225 | -5.45 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 639 | -48.38 | 139 | -47.33 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 18 | -83.93 | 4 | -86.96 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 13 | -18.75 | 3 | -33.33 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 32,338 | -14.94 | 7,025 | -12.75 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 5,239 | -0.98 | 1,138 | 1.61 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 2,698 | -17.34 | 586 | -15.20 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 20,139 | -2.25 | 4,375 | 0.28 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 1,989 | -3.31 | 432 | -0.69 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 1,534 | -12.54 | 333 | -10.24 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,023,425 | -2.95 | 222,339 | -0.45 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 2,312 | -0.39 | 502 | 2.24 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 12,837 | -6.82 | 2,789 | -4.42 | ||||
| 2026-04-29 | 13F | Carnegie Lake Advisors LLC | 1,775 | -2.74 | 386 | -0.26 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Zhang Financial LLC | 226,556 | -0.14 | 49,219 | 2.44 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 5,236 | -23.91 | 1,137 | -21.96 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 49,232 | -2.97 | 10,696 | -0.47 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 8,805 | -11.92 | 1,913 | -9.68 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Roundview Capital LLC | 9,880 | -1.52 | 2,146 | 1.04 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1,383 | -6.55 | 302 | -9.34 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 142,620 | -42.14 | 30,984 | -40.65 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 131,722 | -0.91 | 28,616 | 1.64 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 73,662 | -1.80 | 16,003 | 0.73 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 1,861 | -3.77 | 404 | 0.25 | ||||
| 2026-05-01 | 13F | Avion Wealth | 94,971 | -0.72 | 21 | 0.00 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 4,624 | -37.24 | 1,005 | -35.64 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 5,756 | -1.07 | 1,251 | 1.46 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 2,635 | -0.23 | 572 | 2.33 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 317,351 | -0.54 | 68,944 | 2.03 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2,492 | -5.14 | 541 | -2.70 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 27,959 | -2.09 | 6,074 | 0.43 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 10,151 | -1.01 | 2,205 | 1.57 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 17,787 | -6.56 | 3,864 | -4.14 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 4,689 | -6.72 | 1,019 | -4.32 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 29,794 | -1.03 | 6,473 | 1.52 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3,363 | -4.95 | 731 | -2.54 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 21,515 | -0.02 | 4,674 | 2.57 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 19,080 | -37.15 | 4,145 | -35.53 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 770,962 | -5.05 | 167,496 | -2.60 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 26,348 | -11.64 | 5,724 | -9.36 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10,588 | -3.22 | 2,413 | 4.19 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 131,877 | -1.30 | 28,650 | 1.24 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 54,253 | -3.34 | 11,786 | -0.85 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 13,680 | -24.45 | 2,972 | -22.50 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 214 | -14.40 | 46 | -11.54 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 12,771 | -4.00 | 2,774 | -1.53 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 212,551 | -1.39 | 46,177 | 1.15 | ||||
| 2026-05-13 | 13F | BTS Asset Management, Inc. | 1,041 | -3.79 | 226 | -1.31 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 8,963 | -0.50 | 1,898 | 0.58 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 4,161 | -2.23 | 904 | 0.33 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 41,966 | -0.86 | 9,117 | 1.70 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 3,975 | -0.18 | 1 | |||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 34 | -26.09 | 7 | -22.22 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 14,475 | -30.84 | 3,145 | -29.06 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 4,604 | -1.27 | 1,000 | 1.32 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 2,099 | -17.07 | 456 | -14.93 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 8,381 | -1.20 | 1,821 | 1.34 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 304 | -60.21 | 66 | -59.01 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 9,439 | -0.69 | 2,051 | 1.84 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 3,189 | -7.86 | 693 | -5.59 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 1,468 | -5.66 | 319 | -3.34 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 8,832 | -4.69 | 1,919 | -2.24 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 6,419 | -79.41 | 1,394 | -78.88 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 72,040 | -3.53 | 15,651 | -1.04 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 2,459 | -10.68 | 534 | -8.40 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 1,873 | -5.40 | 407 | -5.58 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 12,142 | -0.37 | 2,638 | 2.17 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 7,838 | -2.39 | 1,703 | 0.12 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 137,682 | -2.70 | 29,911 | -0.19 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 12,370 | -4.32 | 2,687 | -1.86 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 6,690 | -0.67 | 1,453 | 1.89 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1,690,012 | -1.19 | 367,155 | 1.36 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 2,464 | -0.88 | 535 | 1.71 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 1,525 | -16.53 | 331 | -14.25 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 5,286 | -1.86 | 1,120 | -0.44 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 173,964 | -13.99 | 37,794 | -11.77 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 6,209 | -6.87 | 1,349 | -4.53 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 18,557 | -7.96 | 4,032 | -5.60 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3,080 | -1.22 | 669 | 1.36 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 10,412 | -9.16 | 2,262 | -6.80 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 64,135 | -3.10 | 13,933 | -0.60 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 1,603 | -42.17 | 348 | -40.72 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 2,178 | -99.53 | 473 | 3.05 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 11,325 | -2.77 | 2,460 | -0.24 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 13,848 | -12.21 | 3,008 | -9.94 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 908 | -17.30 | 197 | -15.09 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 1,536 | -32.10 | 334 | -30.48 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 3,553 | -0.08 | 772 | 2.39 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 7,512 | -2.52 | 1,632 | -0.12 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 2,106 | -0.52 | 457 | 2.01 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 1,186 | -12.60 | 258 | -9.19 | ||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 30,489 | -0.28 | 7 | 0.00 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 986 | -27.12 | 214 | -25.17 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 101,730 | -30.34 | 22,101 | -28.54 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 2,775 | -4.70 | 603 | -2.27 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 174,938 | -2.91 | 38,005 | -0.40 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1,050 | -6.67 | 231 | -4.56 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 969 | -0.72 | 211 | 1.94 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 38,278 | -2.55 | 8,316 | -0.04 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 2,942 | -5.00 | 639 | -2.59 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 482,517 | -0.75 | 104,828 | 1.81 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 43,989 | -11.16 | 9,557 | -8.87 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 2,418 | -13.64 | 525 | -11.47 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 8,850 | -3.80 | 1,923 | -1.33 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 13,583 | -1.98 | 2,951 | 0.55 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 5,181 | -16.45 | 1,126 | -14.32 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 9,780 | -2.24 | 2,125 | 0.28 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 97 | -30.22 | 21 | -31.03 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 29,800 | -6.58 | 6,474 | -4.17 | |||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | First American Trust, Fsb | 31,146 | -23.05 | 6,767 | -21.07 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 2,684 | -11.01 | 624 | -2.35 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 11,620 | -32.99 | 2,524 | -31.26 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 263,924 | -16.58 | 57,338 | -14.43 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 10,203 | -1.91 | 2,217 | 0.59 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Quent Capital, LLC | 37,136 | -1.22 | 8,068 | 1.32 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 3,581 | -45.84 | 778 | -44.50 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 3,019 | -12.21 | 704 | -12.12 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 7,502 | -11.34 | 1,593 | -11.16 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 1,877 | -9.98 | 408 | -7.71 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 283,035 | -0.76 | 61,489 | 1.80 | ||||
| 2026-05-01 | 13F | Financial Counselors Inc | 7,999 | -1.32 | 1,738 | 1.22 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 32 | -36.00 | 7 | -40.00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 32,256 | -0.56 | 7,008 | 2.01 | ||||
| 2026-02-09 | 13F | Royce & Associates Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 8,831 | -0.64 | 1,919 | 1.91 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 128,493 | -1.88 | 27,915 | 0.65 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 8,999 | -0.02 | 1,955 | 2.57 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 34 | -93.45 | 7 | -93.58 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Sachetta, LLC | 81 | -12.90 | 18 | -10.53 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3,430 | -43.62 | 745 | -42.16 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 1,013 | -6.89 | 220 | -4.35 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3,873 | -1.07 | 841 | 1.45 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 2,696 | -3.61 | 586 | -1.18 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3,666 | -4.28 | 796 | -3.05 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 2,390 | -13.25 | 519 | -10.98 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 15,934 | -14.56 | 3,462 | -12.36 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 2,941 | -25.20 | 639 | -23.32 | ||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 1,919 | -37.84 | 0 | |||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 3,054 | -72.90 | 664 | -72.22 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 2,574 | -1.61 | 559 | 0.90 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 3,217 | -3.16 | 699 | -0.71 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 2,060 | -2.83 | 447 | -0.22 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 5,876 | -2.73 | 1,282 | 0.16 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Family CFO Inc | 74,220 | -3.03 | 16,124 | -0.52 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 52,848 | -1.83 | 11,481 | 0.70 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | Stegner Investment Associates Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 339,841 | -3.27 | 73,484 | -1.25 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 4,989 | -13.76 | 1,084 | 3.04 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 2,491 | -15.65 | 541 | 15.11 | ||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 39,360 | -3.40 | 8,551 | -0.92 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 1,123 | -0.09 | 244 | 2.95 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 12,113 | -3.80 | 2,632 | -1.31 |
