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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-07 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 11,580 | -8.65 | 1,027 | -8.39 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 2,676 | -7.15 | 237 | -7.06 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 93,988 | -2.12 | 8,208 | -3.41 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 16,011 | -0.68 | 1,417 | -3.87 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 26,242 | -15.26 | 2 | 0.00 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 2,719 | -1.95 | 241 | -1.63 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 61,338 | -1.67 | 5,441 | -1.43 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 31,801 | -1.97 | 2,821 | -1.74 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 40,484 | -0.07 | 3,591 | 0.14 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 9,000 | -10.00 | 798 | -9.73 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 2,646 | -3.04 | 235 | -2.90 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 12,429 | -0.79 | 1,102 | -0.54 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 56,090 | -0.82 | 4,975 | -0.58 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 15,745 | -5.20 | 1,397 | -4.97 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 16,600 | -14.71 | 1,472 | -14.52 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 31,758 | -5.71 | 2,817 | -5.50 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 6,164 | -6.38 | 547 | -6.19 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 26,683 | -0.37 | 2,367 | -0.13 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 209,248 | -1.00 | 18,560 | -0.76 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 14,496 | -30.79 | 1,308 | -29.66 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 1 | -100.00 | 0 | -100.00 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 5,174 | -12.33 | 459 | -12.26 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 2,722 | -4.76 | 241 | -4.37 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1,494 | -1.84 | 133 | -1.49 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 488 | -26.95 | 43 | -27.12 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 17,149 | -0.75 | 1,521 | -0.52 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 100,600 | -19.67 | 8,923 | -19.47 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 26,776 | -63.24 | 2,375 | -63.15 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Simmons Bank | 18,811 | -0.79 | 1,669 | -0.54 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | Call | 0 | -100.00 | 0 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | Put | 0 | -100.00 | 0 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 7,292 | -8.29 | 647 | -8.11 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 41,013 | -70.87 | 3,638 | -70.81 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 18,665 | -20.78 | 1,656 | -20.59 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 28,433 | -1.16 | 2,522 | -0.90 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 3,145 | -34.21 | 279 | -34.12 | ||||
| 2026-02-17 | 13F | Caisse De Depot Et Placement Du Quebec | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 11,666 | -19.09 | 1,035 | -18.90 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 0 | -100.00 | 0 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 22,547 | -4.28 | 2,000 | -4.08 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 22,848 | -7.54 | 2,027 | -7.32 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 18,013 | -23.20 | 1,598 | -23.04 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 19,860 | -26.65 | 1,762 | -26.47 | ||||
| 2026-01-28 | 13F | Cabana Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 3,816 | -6.86 | 338 | -6.63 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 6,995 | -75.99 | 620 | -75.94 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Viawealth, Llc | 7,016 | -18.01 | 622 | -17.83 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 14,434 | -3.24 | 1,387 | 3.43 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 22,956 | -66.42 | 2,023 | -66.74 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 6,785 | -9.64 | 602 | -9.49 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 4,308 | -4.29 | 382 | -4.02 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 37,288 | -2.28 | 3 | 0.00 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 30,477 | -6.22 | 2,703 | -5.98 | ||||
| 2026-02-05 | 13F | United Bank | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Peak6 Llc | Call | 6,900 | -78.23 | 612 | -78.18 | |||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 211 | -12.81 | 19 | -14.29 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 319 | -4.49 | 0 | |||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 76,114 | -0.67 | 6,751 | -0.43 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 3,854 | -2.03 | 342 | -2.01 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 24,691 | -3.88 | 2,190 | -3.65 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 10,572 | -1.39 | 938 | -1.16 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 640,886 | -2.17 | 56,847 | -1.94 | ||||
| 2026-04-24 | 13F | Deltec Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | LRI Investments, LLC | 164,784 | -2.06 | 14,616 | -1.83 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 7,570 | -1.68 | 671 | -1.47 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-01-27 | 13F | Friedenthal Financial | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 64,763 | -3.06 | 5,744 | -5.94 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 21,156 | -2.82 | 1,883 | -6.60 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 96 | -1.03 | 9 | 0.00 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 11,999 | -0.83 | 1,064 | -0.56 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 348 | -20.91 | 0 | |||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 4,308 | -8.20 | 382 | -7.95 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Sky-mountain Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 7,564 | -0.70 | 671 | -0.59 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Fidato Wealth LLC | 7,931 | -0.99 | 703 | -0.71 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,347 | -27.38 | 1,006 | -27.21 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 11 | -90.09 | 1 | -100.00 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 14,742 | -7.01 | 1,308 | -6.78 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 227,724 | -4.53 | 20,199 | -4.30 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 2,489 | -3.23 | 221 | -3.08 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 63,359 | -10.84 | 5,620 | -11.15 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 35,690 | -0.89 | 3,166 | -0.66 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Washington Trust Bank | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1,710 | -3.77 | 0 | |||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 84,590 | -0.36 | 7,530 | 0.24 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 12,200 | -14.99 | 1,082 | -14.74 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 64,919 | -1.28 | 5,758 | -1.05 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 14,527 | -5.26 | 1,289 | -5.01 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 7,962 | -23.02 | 706 | -22.84 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 13,435 | -17.25 | 1,192 | -17.06 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 679,688 | -1.53 | 60,288 | -1.29 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 16,622 | -7.08 | 1,474 | -6.83 | ||||
| 2026-05-12 | 13F | Motley Fool Wealth Management, LLC | 18,575 | -3.16 | 1,648 | -2.95 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 47,941 | -62.14 | 4,252 | -62.05 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 3,805 | -9.75 | 337 | -9.65 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 11,621 | -2.15 | 1,031 | -1.90 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 129 | -60.06 | 11 | -60.71 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 158,608 | -2.19 | 14,068 | -1.97 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 13,826 | -2.79 | 1,226 | -2.54 | ||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 358,258 | -14.38 | 31,777 | -14.17 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 19,827 | -0.45 | 1,759 | -4.30 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 113,440 | -0.77 | 10,062 | -0.52 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 3,070 | -0.81 | 272 | -0.37 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 24,748 | -2.35 | 2,195 | -2.10 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 519 | -5.46 | 46 | -4.17 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 8,250 | -4.95 | 732 | -4.82 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 38,681 | -7.66 | 3,423 | -10.63 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 16,742 | -3.49 | 1,485 | -3.26 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2,889 | -2.17 | 256 | -1.92 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 683 | -18.79 | 61 | -18.92 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 52,823 | -9.34 | 4,993 | -5.36 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 20 | -82.76 | 0 | |||||
| 2026-04-10 | 13F | Finward Bancorp | 2,812 | -1.75 | 249 | -1.58 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1,297 | -2.26 | 115 | -1.71 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 54,798 | -2.30 | 4,861 | -5.36 | ||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 12,100 | -42.33 | 1,073 | -42.19 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 3,006 | -0.76 | 267 | -0.75 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 6,628 | -30.83 | 588 | -30.70 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 658,393 | -8.07 | 58,261 | 89,532.31 | ||||
| 2026-05-12 | 13F | Sumitomo Life Insurance Co | 266,083 | -51.60 | 23,602 | -51.49 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 1,203 | -6.16 | 107 | -6.19 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 6,881 | -6.77 | 610 | -6.58 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5,480 | -33.20 | 508 | -29.93 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 12,139 | -0.81 | 1,077 | -0.55 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 56,136 | -8.18 | 4,979 | -7.95 | ||||
| 2026-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 4,220 | -84.04 | 374 | -84.01 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 8,019 | -19.37 | 711 | -19.20 | ||||
| 2026-02-13 | 13F | Marshall Wace, Llp | Call | 0 | -100.00 | 0 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 18,837 | -55.97 | 1,671 | -55.89 | ||||
| 2026-05-14 | 13F | North Dallas Bank & Trust Co | 13,815 | -0.36 | 1,225 | -0.08 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 1,075 | -53.64 | 95 | -53.66 | ||||
| 2026-05-15 | 13F | Common Fund For Nonprofit Organizations | 266,709 | -1.70 | 23,657 | -1.47 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 11,316 | -1.69 | 1,004 | -1.47 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 9,552 | -1.01 | 1 | |||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 3,728 | -1.51 | 331 | -1.20 | ||||
| 2026-02-05 | 13F | Security National Bank | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Motco | 8,430 | -0.32 | 748 | -0.13 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 12,620 | -17.31 | 1,119 | -17.11 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 84,283 | -10.73 | 7,476 | -10.52 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 14,607 | -32.10 | 1,300 | -31.69 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | American Money Management, LLC | 2,569 | -8.41 | 228 | -8.47 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 16,482 | -4.39 | 1,462 | -4.20 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 86,251 | -7.84 | 7,650 | -7.62 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 65,407 | -0.19 | 5,802 | 0.05 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 48,437 | -0.99 | 4,296 | -0.74 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 591 | -46.66 | 52 | -46.94 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 9,544 | -2.36 | 847 | -2.20 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 3,248 | -13.22 | 288 | -12.99 | ||||
| 2026-05-14 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 700,000 | -12.50 | 62,090 | -12.29 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 130,414 | -3.01 | 11,568 | -2.78 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8,474 | -3.49 | 957 | -3.34 | ||||
| 2026-05-15 | 13F | Quarry LP | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 7,210 | -0.10 | 640 | 0.16 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9,780,002 | -1.12 | 867,486 | -0.88 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 14,524 | -47.94 | 1,288 | -47.81 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 13,278 | -2.63 | 1,178 | -2.40 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 3,317 | -35.55 | 294 | -35.38 | ||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 5,108 | -0.12 | 453 | 0.22 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 158 | -25.12 | 14 | -22.22 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 40,667 | -6.43 | 3,607 | -6.19 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 5,284 | -2.58 | 469 | -2.50 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 6,707 | -86.02 | 595 | -86.01 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 4,951 | -14.78 | 439 | -14.59 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 11,226 | -3.80 | 1,075 | 4.07 | ||||
| 2026-04-29 | 13F | FIDELIS iM, LLC | 81,604 | -10.54 | 7,238 | -10.32 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 13,594 | -0.64 | 1,206 | -0.41 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 2,718 | -12.41 | 241 | -12.04 | ||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 11,357 | -2.45 | 1,007 | -2.23 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | One Day In July LLC | 34,053 | -8.08 | 3,021 | -7.87 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 3,047 | -0.65 | 279 | 1.83 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3 | -99.87 | 0 | -100.00 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 15,596 | -2.46 | 1,383 | -2.19 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 9,557 | -8.11 | 848 | -7.93 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 4,949 | -1.57 | 439 | -1.35 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 64,165 | -2.95 | 5,691 | -2.72 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 55,929 | -93.50 | 4,961 | -93.48 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 375,744 | -39.80 | 33,328 | -39.66 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 6,093 | -9.87 | 540 | -9.70 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 537,829 | -11.35 | 47,705 | -11.14 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 92,164 | -0.53 | 8,175 | -0.29 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 9,761 | -0.17 | 866 | 0.00 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 2,560 | -1.99 | 227 | -1.73 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 24,015 | -1.25 | 2,130 | -1.02 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 13,369 | -4.72 | 1,186 | -4.51 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 91,987 | -29.60 | 8,159 | -29.43 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 3,117 | -1.73 | 277 | -1.43 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3,088 | -11.90 | 274 | -11.94 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 43 | -86.52 | 4 | -89.29 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 11,878 | -4.40 | 1,054 | -4.19 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 1,250 | -3.85 | 111 | -4.35 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 13,165 | -5.48 | 1,168 | -5.28 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 6,176 | -0.27 | 548 | -0.18 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 175,751 | -1.84 | 15,589 | -1.61 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 144,972 | -0.87 | 12,829 | -0.87 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 12,018 | -0.15 | 1,066 | 0.00 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 2,977 | -6.74 | 264 | -6.38 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 10,621 | -24.05 | 942 | -23.85 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 4,451 | -3.43 | 395 | -3.19 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 35,052 | -80.09 | 3,109 | -80.69 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 11,036 | -6.36 | 977 | -9.38 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 37,162 | -2.16 | 3,296 | -1.93 | ||||
| 2026-04-13 | 13F | Arwa Llc | 2,448 | -13.01 | 227 | -8.84 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 3,386 | -5.58 | 300 | -5.36 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 9,170 | -31.19 | 1 | -100.00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 18,067 | -8.89 | 1,599 | -8.89 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 8,379 | -6.68 | 743 | -6.42 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5,681 | -37.46 | 504 | -37.36 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3,598 | -3.07 | 319 | -2.74 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 4,860 | -1.60 | 431 | -1.37 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4,479 | -93.35 | 396 | -93.56 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 100 | -44.75 | 9 | -50.00 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 25,734 | -0.05 | 2,283 | 0.18 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 4,435 | -1.29 | 0 | |||||
| 2026-05-13 | 13F | Carter Financial, LLC | 31,197 | -10.77 | 2,767 | -10.54 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3,358,966 | -0.35 | 297,940 | -0.11 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 61,486 | -82.51 | 5 | -83.87 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 14,119 | -1.24 | 1,252 | -1.03 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 8,380 | -31.79 | 746 | -31.40 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 78,844 | -18.84 | 1,723 | -79.97 | ||||
| 2026-01-22 | 13F | Ransom Advisory, Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 4,300 | -0.88 | 381 | -0.52 | ||||
| 2026-02-13 | 13F | Natixis | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 5,927 | -5.30 | 526 | -5.06 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 430 | -11.70 | 38 | -11.63 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 9,595 | -84.75 | 851 | -84.71 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2,979 | -14.91 | 264 | -14.56 | ||||
| 2026-05-15 | 13F | State Street Corp | 256,699 | -0.65 | 22,769 | -0.41 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3,492 | -4.14 | 310 | -4.04 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 1,405 | -0.99 | 125 | -0.80 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 21,401 | -6.61 | 1,898 | -6.36 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 202,225 | -14.08 | 17,937 | -13.87 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 12,465 | -12.47 | 1,106 | -12.30 | ||||
| 2026-05-05 | 13F | PFG Advisors | 3,330 | -2.60 | 295 | -2.32 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 4,215 | -6.08 | 374 | -6.05 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 3,136 | -0.85 | 278 | -0.36 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 15,346 | -2.30 | 1,363 | -2.08 | ||||
| 2026-02-17 | 13F | Lighthouse Investment Partners, LLC | Call | 0 | -100.00 | 0 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 2,466 | -15.17 | 239 | -7.72 | ||||
| 2026-05-15 | 13F | Man Group plc | 25,735 | -75.51 | 2,283 | -75.46 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 255 | -16.39 | 0 | |||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 2,781 | -1.77 | 247 | -4.28 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 3,140 | -23.02 | 279 | -22.99 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 0 | -100.00 | 0 | ||||
| 2026-01-27 | 13F | Fiduciary Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 2,962 | -2.95 | 263 | -2.96 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 18,060 | -2.82 | 1,602 | -2.62 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 17,028 | -8.56 | 1,510 | -8.32 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 81,509 | -2.94 | 7,230 | -2.72 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 7,350,880 | -9.40 | 641,952 | -10.59 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 18,881 | -14.37 | 1,675 | -14.20 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 9,439 | -7.81 | 837 | -7.62 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 4,179 | -17.87 | 371 | -17.78 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 3,888 | -9.33 | 345 | -9.23 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 3,424 | -1.10 | 304 | -0.98 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 15,533 | -2.37 | 1,375 | -5.50 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 49,673 | -22.70 | 4,573 | -19.59 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 855,932 | -3.54 | 75,741 | -5.72 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 27,285 | -7.88 | 2,420 | -7.67 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 63,615 | -2.35 | 5,643 | -2.12 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 154,378 | -5.43 | 13,693 | -5.21 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 11,450 | -6.15 | 1,016 | -5.93 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,280,054 | -13.44 | 113,541 | -13.24 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 42,007 | -35.65 | 3,726 | -35.49 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 5,921 | -65.13 | 525 | -65.05 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 11,614 | -0.49 | 1,030 | -0.19 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 52,367 | -0.98 | 4,656 | -0.49 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 140,179 | -35.86 | 12,434 | -35.71 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 6,367 | -10.71 | 565 | -10.48 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 9,313 | -6.75 | 826 | -6.46 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 42,424 | -0.32 | 3,763 | -0.08 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 16,632 | -0.35 | 1,475 | -0.07 | ||||
| 2026-05-01 | 13F | Avion Wealth | 97,399 | -0.47 | 9 | 0.00 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 5,649 | -4.51 | 501 | -4.21 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 7,616 | -4.33 | 675 | -4.12 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 82,800 | -24.18 | 7,344 | -24.00 | |||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 19,739 | -7.22 | 1,751 | -7.01 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3,835 | -4.96 | 340 | -4.76 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 3,469 | -5.32 | 308 | -5.25 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9,278 | -0.54 | 823 | -0.36 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 666,318 | -7.85 | 59,103 | -7.63 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 3,355 | -5.73 | 0 | |||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 7,334 | -0.54 | 650 | -0.46 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 62,257 | -1.85 | 5,522 | -1.62 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 10,786 | -10.61 | 957 | -10.40 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 6,586 | -0.45 | 584 | -0.17 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 11,535 | -8.62 | 1,023 | -8.33 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 3,907 | -10.59 | 347 | -10.36 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 32,069 | -0.03 | 2,845 | 0.21 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 9,559 | -4.80 | 848 | -4.62 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 10,418 | -16.86 | 924 | -16.70 | ||||
| 2026-05-12 | 13F | Creative Planning | 12,560,585 | -2.41 | 1,114,124 | -2.18 | ||||
| 2026-05-15 | 13F | Keewaydin Investments LLC | 40,468 | -42.57 | 3,590 | -42.44 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 254,075 | -1.14 | 22,536 | -0.91 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 3,667 | -2.71 | 325 | -2.40 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 112,620 | -67.51 | 9,989 | -67.44 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | RDA Financial Network | 2,644 | -4.99 | 235 | -4.88 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 2,853 | -0.77 | 253 | -0.39 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 124,032 | -37.95 | 11,002 | -37.80 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 11,091 | -12.19 | 984 | -12.00 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 20,936 | -1.37 | 1,857 | -1.12 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 11,523 | -24.57 | 1,020 | -27.01 | ||||
| 2026-05-07 | 13F | Nordwand Advisors, LLC | 13,318 | -4.41 | 1,181 | -4.14 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 3,768 | -6.94 | 334 | -6.70 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 11,056 | -8.08 | 981 | -7.89 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 14,930 | -53.04 | 1,324 | -52.93 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4,645 | -60.12 | 412 | -60.10 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 46,141 | -26.69 | 4,093 | -26.52 | ||||
| 2026-05-13 | 13F | Invst, LLC | 4,407 | -1.80 | 391 | -1.76 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 43,613 | -1.74 | 3,868 | -1.50 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 9,351 | -0.31 | 829 | -0.12 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 5,857 | -2.92 | 1 | |||||
| 2026-05-12 | 13F | M&t Bank Corp | 360,820 | -15.34 | 32,005 | -15.14 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 8,819 | -1.11 | 782 | -0.89 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 1,359 | -11.58 | 121 | -11.11 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | RCW Management, LLC | 2,586 | -3.62 | 229 | -3.38 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1,748,564 | -31.19 | 155,098 | -31.03 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 2,806 | -1.85 | 249 | -1.59 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 35,366 | -3.78 | 3,137 | -3.54 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 3,167 | -30.96 | 281 | -30.86 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 8,147 | -2.19 | 723 | -1.90 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 5,540 | -21.74 | 491 | -21.57 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 115,790 | -19.64 | 10,271 | -19.45 | ||||
| 2026-05-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 2,654 | -0.75 | 235 | -2.89 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 9,672 | -0.18 | 858 | 0.00 | ||||
| 2026-06-02 | 13F | Norris Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 9,376 | -54.22 | 832 | -54.14 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 12,874 | -1.80 | 1,142 | -1.64 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 49,705 | -71.33 | 4,409 | -71.27 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 978 | -44.81 | 87 | -44.87 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 20,750 | -4.17 | 1,841 | -3.97 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 5,401 | -1.96 | 479 | -1.64 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 3,170 | -8.22 | 281 | -7.87 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 7,232 | -32.89 | 641 | -32.74 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 128,900 | -41.67 | 11,433 | -41.54 | |||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 43,615 | -4.33 | 3,869 | -4.12 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 137,900 | -48.29 | 12,232 | -48.17 | |||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 18,480 | -31.32 | 1,639 | -31.16 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1,091 | -53.26 | 104 | -50.95 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 10,964 | -15.01 | 973 | -14.81 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 12,895 | -10.67 | 1,144 | -10.49 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 10,051 | -44.76 | 891 | -44.66 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 5,732 | -7.07 | 508 | -6.79 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 28,586 | -3.46 | 2,536 | -3.24 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 2,855 | -0.07 | 253 | -0.78 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 2,936 | -11.08 | 260 | -10.96 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 2,542 | -11.34 | 225 | -11.07 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 42,888 | -36.08 | 3,804 | -35.93 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 38,573 | -30.16 | 3,421 | -30.00 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 15,938 | -1.70 | 1,414 | -1.46 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 85,979 | -0.13 | 7,626 | 0.11 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 1,205 | -21.24 | 105 | -22.79 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 17,211 | -0.83 | 1,527 | -0.59 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 37,704 | -1.09 | 3,344 | -0.86 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 108,633 | -49.80 | 9,636 | -49.68 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1,037,111 | -0.85 | 91,992 | -0.62 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 5,696 | -2.85 | 1 | |||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 15,686 | -11.72 | 1,417 | -10.66 | ||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | IF Advisors, LLC | 40,981 | -2.39 | 3,635 | -2.15 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 17,244 | -88.00 | 1,530 | -87.97 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 26,235 | -2.10 | 2 | 0.00 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 10,700 | -6.13 | 949 | -5.85 | ||||
| 2026-04-24 | 13F | United Community Bank | 8,467 | -29.02 | 751 | -28.82 | ||||
| 2026-02-06 | 13F | Magnolia Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 117,194 | -2.26 | 10,395 | -2.03 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 25,058 | -1.66 | 2,231 | -1.06 | ||||
| 2026-01-26 | 13F | Cottage Street Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 13,258 | -21.93 | 1,176 | -21.77 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100.00 | 7,038 | 0.34 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 11,781 | -3.44 | 1,045 | -3.24 | ||||
| 2026-04-23 | 13F | American National Bank | 3,740 | -5.12 | 332 | -4.89 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 112,270 | -20.97 | 9,958 | -20.79 | ||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 20,262 | -0.25 | 1,952 | 8.57 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 36,594 | -7.44 | 3,246 | -7.23 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 8,415 | -5.83 | 746 | -5.57 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 18,014 | -11.71 | 1,598 | -11.52 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 846 | -17.14 | 75 | -16.67 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Bank of Marin | 3,234 | -21.10 | 287 | -20.99 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 11,460 | -53.87 | 2,033 | -7.51 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 2,258 | -18.51 | 200 | -18.37 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 3,958 | -18.00 | 351 | -17.80 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 101,816 | -2.70 | 9,031 | -2.44 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 59,363 | -0.64 | 5,266 | -0.40 | ||||
| 2026-01-28 | 13F | First Financial Group Corp | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 12,217 | -0.88 | 1,084 | -0.64 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 26,141 | -0.61 | 2,319 | -0.39 | ||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 3,875 | -22.92 | 0 | |||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 22,626 | -2.19 | 2,007 | -2.00 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 5,831 | -27.34 | 517 | -27.18 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 2,450 | -14.22 | 217 | -13.89 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 157 | -9.25 | 14 | -13.33 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 10,272 | -0.06 | 911 | 0.22 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 4,529 | -0.07 | 402 | 0.00 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 26,644 | -20.77 | 2,363 | -20.57 | ||||
| 2026-05-05 | 13F | UBS Group AG | Call | 6,012 | -86.39 | 533 | -86.36 | |||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 300 | -30.39 | 27 | -31.58 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 4,414 | -23.06 | 392 | -22.88 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 33,890 | -9.93 | 3,006 | -9.70 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 7,047 | -48.73 | 625 | -48.60 | ||||
| 2026-02-10 | 13F | Mcdaniel Terry & Co | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 32,850 | -4.67 | 2,914 | -4.46 | ||||
| 2026-05-04 | 13F | Sentinel Wealth Management, Inc. | 9,794 | -0.72 | 869 | -0.46 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 2,984 | -9.14 | 265 | -8.97 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 8,284 | -8.17 | 735 | -8.02 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 8,518 | -1.21 | 756 | -0.92 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 3,696 | -10.70 | 328 | -10.66 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 354 | -57.19 | 0 | |||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 2,234,023 | -1.75 | 198,158 | -4.02 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 4,124 | -0.05 | 366 | 0.00 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 11,410 | -1.22 | 1,012 | -0.98 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 2,551 | -33.81 | 226 | -33.72 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 689,478 | -8.76 | 61,233 | -8.43 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 47,172 | -2.62 | 4,199 | -2.03 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 21,398 | -9.46 | 1,898 | -9.28 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 4,091 | -14.56 | 363 | -14.42 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 4,003 | -12.79 | 355 | -12.56 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 14,974 | -53.20 | 1 | -50.00 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 32,762 | -6.80 | 2,899 | -9.77 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 6,787 | -10.64 | 602 | -10.57 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 5,949 | -14.04 | 528 | -13.89 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 13,265 | -6.39 | 1,177 | -6.15 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 85,279 | -7.99 | 7,564 | -7.77 | ||||
| 2026-05-01 | 13F | American Trust | 10,263 | -6.38 | 910 | -6.19 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 25,840 | -0.65 | 2,292 | -0.43 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 5,504 | -1.27 | 488 | -1.01 | ||||
| 2025-12-08 | 13F/A | Evelyn Partners Investment Management Services Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 8,755 | -16.83 | 791 | -15.04 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 644 | -1.53 | 57 | 0.00 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 19,696 | -1.34 | 1,747 | -1.08 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 7,773 | -0.70 | 689 | -0.43 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 7,901 | -52.91 | 701 | -52.83 | ||||
| 2026-05-14 | 13F | Colony Capital, Inc. | Put | 0 | -100.00 | 0 | ||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 3,020 | -29.29 | 268 | -29.18 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 20,410 | -10.34 | 2 | -50.00 | ||||
| 2026-02-17 | 13F | BLKBRD Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 605,036 | -10.99 | 53,655 | -10.80 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 2,781 | -0.07 | 247 | 0.00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 10,464 | -8.74 | 928 | -8.48 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 4,293 | -2.28 | 381 | -2.06 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 2,079 | -83.59 | 184 | -83.59 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 4,196,621 | -13.52 | 372,240 | -14.03 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 918 | -2.13 | 81 | -1.22 | ||||
| 2026-05-14 | 13F | Ade, Llc | 2,823 | -0.39 | 250 | 0.00 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,830 | -4.71 | 428 | -4.46 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 570,841 | -5.06 | 50,634 | -4.83 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 3,232 | -7.74 | 287 | -7.74 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 25 | -80.00 | 2 | -81.82 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 8,400 | -2.02 | 745 | -1.72 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 2,835 | -2.07 | 251 | -1.95 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 67,013 | -1.01 | 5,944 | -0.77 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 65,108 | -30.37 | 5,775 | -30.19 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 2,583 | -12.68 | 229 | -12.26 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 19,131 | -1.39 | 1,697 | -1.17 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3,594 | -15.85 | 319 | -15.65 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 19,306 | -2.38 | 1,712 | -2.17 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Southern Capital Services Inc /adv | 23,967 | -0.72 | 2,126 | -0.51 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 26,785 | -3.00 | 2,376 | -2.78 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4,618 | -13.91 | 410 | -13.71 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 5,905 | -2.54 | 524 | -2.43 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 4,599 | -12.70 | 408 | -12.45 | ||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 298,357 | -2.10 | 26,464 | -1.87 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 4,927 | -3.07 | 437 | -2.67 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 10,287 | -1.39 | 912 | -1.19 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 19,297 | -5.06 | 1,712 | -4.84 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 16,587 | -49.49 | 1,471 | -49.38 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 48,353 | -5.06 | 4,223 | -7.07 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 2,781 | -20.50 | 247 | -20.39 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 195 | -62.86 | 17 | -63.04 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 35,082 | -0.25 | 3,112 | -1.21 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 41,803 | -7.32 | 3,708 | -7.12 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 65,645 | -1.20 | 5,823 | -0.97 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1,488 | -11.64 | 142 | -5.33 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1,500 | -6.54 | 133 | -6.34 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 28,060 | -2.35 | 2,489 | -2.12 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 7,953 | -1.34 | 705 | -1.12 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 8,376 | -12.77 | 743 | -12.60 | ||||
| 2026-05-15 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Bokf, Na | 91,492 | -1.69 | 8,115 | -1.46 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 54,581 | -9.36 | 4,841 | -9.14 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 23,469 | -42.23 | 2,082 | -42.10 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 2,519 | -90.61 | 0 | -100.00 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | REDW Wealth LLC | 48,010 | -10.02 | 4,259 | -9.81 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3,867 | -58.37 | 338 | -59.30 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 2,327 | -15.96 | 206 | -15.92 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2,632 | -0.23 | 233 | 0.00 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 7,869 | -0.03 | 698 | 0.29 | ||||
| 2026-01-14 | 13F | Romano Brothers And Company | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 5,131 | -0.04 | 455 | 0.22 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 2,761 | -67.47 | 245 | -67.51 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 4,631 | -12.42 | 411 | -12.21 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F/A | First Citizens Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 9,481 | -6.74 | 841 | -6.56 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 5,338 | -2.40 | 473 | -2.07 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 5,008 | -4.75 | 444 | -4.52 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 861,206 | -6.17 | 76,389 | -5.94 | ||||
| 2026-04-21 | 13F | Creekside Partners | 33,022 | -1.66 | 2,929 | -1.41 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 38,325 | -0.46 | 3,399 | -0.21 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 3,840 | -4.86 | 341 | -4.76 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 4,648 | -2.04 | 412 | -1.67 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Wall Capital Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 13,362 | -7.20 | 1,185 | -6.99 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 13,170 | -2.24 | 1,269 | 2.92 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 22,033 | -1.31 | 1,954 | -1.06 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 58,720 | -2.37 | 5,208 | -2.14 | ||||
| 2026-05-13 | 13F | Benchmark Investment Advisors LLC | 7,245 | -4.12 | 643 | -6.96 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 3,867 | -26.37 | 342 | -28.75 | ||||
| 2026-01-29 | 13F | Comerica Bank | 198,720 | -31.57 | 17,585 | -33.77 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 7,979 | -42.51 | 708 | -42.43 | ||||
| 2026-05-11 | 13F | Northwest Quadrant Wealth Management, LLC | 53,293 | -14.74 | 4,727 | -14.52 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 2,350 | -54.19 | 208 | -54.08 | ||||
| 2026-02-17 | 13F | Torno Capital, Llc | Put | 0 | -100.00 | 0 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 18,099 | -20.89 | 1,605 | -20.70 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 4,546 | -26.42 | 403 | -26.19 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 25,691 | -0.98 | 2,279 | -0.74 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 81,612 | -24.75 | 7,239 | -24.58 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 3,709 | -12.13 | 329 | -12.06 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2,262 | -0.92 | 201 | -0.50 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 10,115,744 | -2.06 | 897,266 | -1.82 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 4,715 | -2.28 | 418 | -1.88 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 2,160 | -0.87 | 192 | -0.52 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 16,269 | -3.24 | 1,443 | -2.96 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 4,480 | -64.79 | 397 | -64.71 | ||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 10,914 | -5.64 | 968 | -5.38 | ||||
| 2026-03-24 | 13F/A | Barclays Plc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 2,914 | -16.31 | 258 | -16.23 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 2,253 | -3.64 | 0 | -100.00 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 9,036 | -23.90 | 801 | -23.71 | ||||
| 2026-02-13 | 13F | Ashford Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 32,213 | -2.64 | 2,857 | -2.39 | ||||
| 2026-05-15 | 13F | ROI Financial Advisors, LLC | 3,851 | -2.31 | 342 | -2.01 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 392,376 | -4.84 | 34,804 | -4.61 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 9,595 | -8.30 | 851 | -8.00 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 349,940 | -0.00 | 31,040 | 0.24 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 13,119 | -2.45 | 1,164 | -2.27 | ||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 7,477 | -53.94 | 663 | -53.83 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 17,058 | -8.29 | 1,513 | -8.02 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 25,101 | -1.06 | 2,226 | -0.80 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 3,092 | -17.61 | 274 | -17.47 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 15,475 | -5.40 | 1,373 | -5.18 | ||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 2,378 | -18.25 | 211 | -18.29 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 33,982 | -5.51 | 3,014 | -5.28 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 13,224 | -3.80 | 1,173 | -3.62 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 3,985 | -3.84 | 354 | -3.55 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 13,701 | -5.66 | 1,215 | -5.45 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Bfsg, Llc | 5,935 | -3.79 | 526 | -3.49 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 25,911 | -0.34 | 2 | 0.00 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 3,624 | -19.20 | 321 | -18.94 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Vertex Investment Solutions Co., Ltd. | 26,836 | -72.34 | 2,344 | -72.88 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 57,320 | -4.10 | 5,179 | -3.03 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 48,378 | -0.42 | 4,291 | -0.16 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | City Holding Co | 14,299 | -20.22 | 1,268 | -20.05 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 8,051 | -35.05 | 714 | -34.85 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 38,406 | -1.87 | 3 | 0.00 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 17,980 | -10.57 | 1,595 | -10.40 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Eagle Bluffs Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 289 | -22.52 | 26 | -24.24 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 10,853 | -5.08 | 963 | -4.85 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 49,685 | -46.11 | 4,407 | -45.98 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 16,728 | -7.16 | 1,484 | -6.96 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 3,409 | -0.18 | 302 | 0.00 | ||||
| 2026-02-10 | 13F | Main Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 151,010 | -1.26 | 13,395 | -1.03 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 11,870 | -14.19 | 1,053 | -14.05 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 2,539 | -52.09 | 225 | -51.92 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 10,698 | -1.44 | 958 | -2.15 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 34,893 | -3.78 | 3,095 | -3.52 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 4,309 | -47.46 | 382 | -47.31 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 19,640 | -5.35 | 1,738 | -8.43 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 47,420 | -1.11 | 4,206 | -0.90 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 3,405 | -0.21 | 302 | 0.33 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Davis Capital Management | 2,660 | -4.97 | 236 | -4.86 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 14,962 | -0.14 | 1,327 | 0.15 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 85,545 | -59.72 | 7,588 | 0.04 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 40,300 | -5.40 | 3,575 | -5.17 | |||
| 2026-05-07 | 13F | Ckw Financial Group | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 22,500 | -4.26 | 1,996 | -4.04 | |||
| 2026-02-17 | 13F | Sone Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 14,743 | -28.92 | 1,308 | -28.77 | ||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 12,479 | -7.65 | 1,107 | -7.45 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 11,828 | -5.88 | 1,049 | -5.67 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7,705 | -20.62 | 683 | -20.40 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 3,165 | -0.16 | 281 | 0.00 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | ARGI Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 25,822 | -2.17 | 2,290 | -1.93 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 6,406 | -4.63 | 568 | -4.38 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 10,824 | -1.80 | 960 | -1.54 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 6,365 | -29.40 | 565 | -29.23 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 339 | -4.78 | 30 | -3.23 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 3,511 | -84.82 | 311 | -84.80 | ||||
| 2026-04-07 | 13F | Eastern Bank | 40 | -97.09 | 4 | -97.52 | ||||
| 2026-05-11 | 13F | Knights of Columbus Asset Advisors LLC | 1,190 | -3.17 | 106 | -2.78 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 5,693 | -6.72 | 505 | -6.67 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 9,450 | -2.54 | 838 | -2.22 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 7,184 | -10.03 | 636 | -12.89 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 12,879 | -0.54 | 1,142 | -0.26 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 20,536 | -17.58 | 1,822 | -17.38 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4,519 | -3.69 | 0 | |||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 82,649 | -12.78 | 7,857 | -10.17 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 7,752 | -54.14 | 688 | -54.05 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 7,864 | -15.57 | 698 | -15.41 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 36,025 | -0.31 | 3,195 | -0.06 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 161 | -10.56 | 14 | -6.67 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 52,841 | -25.90 | 4,676 | -25.81 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 2,403 | -27.14 | 213 | -27.55 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 5,150 | -0.89 | 457 | -0.65 | ||||
| 2026-02-13 | 13F | Barclays Plc | 1,143 | -68.34 | 101 | -69.39 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 3,100 | -0.99 | 275 | |||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 4,669 | -0.79 | 414 | -0.48 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Perissos Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 27,473 | -2.84 | 2,437 | -2.64 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Washington Growth Strategies Llc | 5,364 | -7.15 | 476 | -7.05 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 31,900 | -16.05 | 2,830 | -15.85 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2026-01-27 | 13F | ZEGA Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Navigoe, LLC | 15 | -67.39 | 0 | |||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | River Street Advisors LLC | 15,363 | -18.63 | 1,363 | -18.44 | ||||
| 2026-02-02 | 13F | Windward Private Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 52,100 | -14.51 | 4,621 | -14.31 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 31,793 | -1.05 | 2,873 | 0.03 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 2,215 | -3.19 | 196 | -2.97 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 201,596 | -34.08 | 17,882 | -33.93 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 2,831 | -6.32 | 251 | -5.99 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 14,280 | -68.90 | 1,267 | -68.84 | ||||
| 2026-01-08 | 13F | Legacy Private Trust Co. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 27,639 | -7.03 | 2,452 | -6.81 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 5,515 | -45.80 | 489 | -45.67 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 8,358 | -2.67 | 741 | -2.37 | ||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 10,244 | -0.47 | 927 | 1.76 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 148,445 | -5.35 | 13,167 | -5.12 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 16,192 | -0.89 | 1,436 | -0.62 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 7,409 | -11.08 | 657 | -10.85 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 5,079 | -1.57 | 451 | -1.32 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 3,448 | -13.95 | 306 | -13.84 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 2,554 | -7.43 | 227 | -7.38 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 8,074 | -8.33 | 716 | -8.09 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 48,158 | -16.62 | 4,272 | -16.42 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 8,911 | -18.33 | 790 | -18.13 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 2,352 | -10.84 | 209 | -10.73 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 16,551 | -2.30 | 1,468 | -2.07 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 12,063 | -1.50 | 1,070 | -1.20 | ||||
| 2026-05-14 | 13F | Hazelview Securities Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | New Hampshire Trust | 106,821 | -19.61 | 9,475 | -19.41 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 198,127 | -37.26 | 17,574 | -37.11 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 14,627 | -11.06 | 1,297 | -10.86 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 2,849 | -0.21 | 253 | 0.00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 257 | -27.40 | 0 | |||||
| 2026-05-04 | 13F | CORDA Investment Management, LLC. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 23 | -17.86 | 2 | 0.00 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 27,135 | -9.21 | 2,407 | -9.00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 149,913 | -7.35 | 13,297 | -7.13 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 3,348 | -6.11 | 297 | -6.03 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 4,070 | -4.91 | 361 | -4.50 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4,138,334 | -1.60 | 367,070 | -1.36 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 382 | -0.52 | 34 | 0.00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 14,060 | -20.43 | 1,244 | -22.97 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | S.A. Mason LLC | 7,054 | -0.42 | 626 | -0.16 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 2,462 | -12.88 | 218 | -12.80 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 350,800 | -31.50 | 31,116 | -31.34 | |||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 2,332 | -6.53 | 207 | -6.36 | ||||
| 2026-01-13 | 13F | Fort Washington Investment Advisors Inc /oh/ | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 8,588 | -38.03 | 762 | -37.93 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 383 | -4.49 | 34 | -5.71 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 25,257 | -1.67 | 2,240 | -1.45 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 114,145 | -0.13 | 10,125 | 0.10 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 1,121 | -0.62 | 99 | 0.00 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 37,186 | -10.75 | 3,291 | -13.63 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 124,286 | -4.70 | 11,024 | -4.47 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 17,101 | -16.21 | 1,517 | -16.06 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 46,117 | -0.47 | 4,091 | -0.24 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 46,098 | -10.06 | 4,089 | -9.86 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 14,231 | -40.31 | 1,262 | -40.16 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 2,466 | -2.30 | 219 | -2.24 | ||||
| 2026-04-22 | 13F | RBA Wealth Management, LLC | 2,782 | -0.29 | 247 | 0.00 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 18,600 | -0.44 | 1,650 | -0.24 | ||||
| 2026-01-13 | 13F | Exchange Bank | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 3,078 | -1.03 | 273 | -0.73 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 28,091 | -20.64 | 2,491 | -20.44 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1,008,565 | -9.42 | 88,766 | -11.60 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Torno Capital, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 6,411 | -14.63 | 569 | -14.46 | ||||
| 2026-01-20 | 13F | Advocate Group Llc | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 11,527 | -21.73 | 1,022 | -21.57 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 5,567 | -11.10 | 494 | -11.01 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 1,213 | -46.28 | 108 | -46.23 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 3,253 | -15.59 | 289 | -15.54 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 17,250 | -0.78 | 1,530 | -0.52 | ||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 6,759 | -0.40 | 599 | -0.17 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 6,332 | -8.03 | 562 | -7.88 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 132,612 | -1.00 | 11,763 | -0.77 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 4,977 | -6.75 | 441 | -6.57 | ||||
| 2026-01-26 | 13F | Lansing Street Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 65,817 | -12.45 | 5,838 | -12.25 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 19,651 | -1.98 | 1,743 | -1.69 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 614 | -1.29 | 54 | -1.82 |
