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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4,104 | -0.58 | 598 | 1.18 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1,417 | -37.77 | 203 | -37.35 | ||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 12,894 | -19.10 | 1,880 | -17.73 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 24 | -44.19 | 3 | -50.00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19,001 | -4.24 | 2,770 | -2.60 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 16,141 | -25.30 | 2,353 | -24.00 | ||||
| 2026-04-20 | 13F | 25 Llc | 75,262 | -1.81 | 10,972 | -0.13 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 28,496 | -9.66 | 4,154 | -8.12 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 38,177 | -2.25 | 5,566 | -0.59 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7,039 | -0.13 | 1,026 | 1.58 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1,176 | -49.44 | 184 | -44.74 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 5,444 | -1.22 | 794 | 0.51 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 87,524 | -0.44 | 12,754 | 1.27 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 7,658 | -15.97 | 1,116 | -14.55 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 37,978 | -2.14 | 6 | 0.00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1,011 | -34.61 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 200 | -50.00 | 31 | -46.55 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 9,782 | -0.28 | 1,426 | 1.49 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 11,459 | -0.03 | 2 | 0.00 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 221,200 | -0.25 | 32,249 | 1.46 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 17,883 | -2.20 | 2,607 | -0.50 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 8,373 | -2.92 | 1,221 | -1.29 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 2,752 | -19.41 | 401 | -18.00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 167,852 | -0.53 | 26,897 | 11.20 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 4,669 | -16.42 | 681 | -15.00 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 1,482 | -92.93 | 216 | -92.81 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 2,041 | -30.13 | 298 | -28.95 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 70,413 | -1.50 | 10,265 | 0.19 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2,078 | -1.70 | 303 | -0.33 | ||||
| 2026-05-13 | 13F | Quantum Capital Management, LLC / NJ | 48,491 | -2.95 | 7,070 | -1.28 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 9,595 | -16.11 | 1,399 | -14.70 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 218,510 | -2.22 | 31,857 | -0.55 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1,562 | -1.88 | 228 | -0.44 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 752 | -8.63 | 111 | -9.02 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 8,457 | -0.12 | 1,233 | 1.57 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 1,870 | -0.53 | 273 | 1.12 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 66,342 | -2.90 | 10 | 0.00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1,220 | -3.71 | 175 | -3.33 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 287,104 | -18.26 | 41,857 | -16.86 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 3,246 | -8.43 | 473 | -6.89 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 1,445 | -4.68 | 211 | -3.23 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 11,260 | -5.31 | 1,642 | -3.70 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 175,578 | -16.29 | 25,598 | -14.86 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 20,490 | -0.87 | 2,987 | 0.81 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 15,612 | -1.31 | 2,276 | 0.40 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 31,730 | -15.36 | 4,626 | -13.92 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 1,479 | -0.27 | 216 | 1.42 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 192 | -36.84 | 28 | -37.21 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 13,776 | -2.33 | 2,008 | -0.64 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 31,847 | -2.01 | 4,643 | -0.34 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 514 | -12.14 | 75 | -10.84 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3,021 | -6.35 | 440 | -4.76 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 5,510 | -0.67 | 803 | 1.01 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 12,419 | -26.78 | 1,811 | -25.55 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48,694 | -0.55 | 7,099 | 1.15 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 12,609 | -1.18 | 1,838 | 0.55 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 228 | -6.56 | 33 | -2.94 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 52 | -63.89 | 8 | -65.00 | ||||
| 2026-05-15 | 13F | Brandes Investment Partners, Lp | 0 | -100.00 | 0 | |||||
| 2026-05-22 | 13F | Wellington Grp LLC | 516 | -9.47 | 75 | -7.41 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 2,825 | -0.18 | 0 | |||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 8,679 | -2.18 | 1 | 0.00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 63,006 | -3.34 | 9,186 | -1.68 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 1,454 | -5.03 | 212 | -3.65 | ||||
| 2026-05-07 | 13F | Bahl & Gaynor Inc | 3,705 | -0.54 | 540 | 1.31 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1,253 | -17.94 | 183 | -16.51 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 11,926 | -18.13 | 2 | -50.00 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 15,338 | -2.04 | 2,236 | -0.36 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 22,811 | -8.38 | 3,326 | -6.81 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 65 | -9.72 | 9 | -10.00 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 350 | -19.91 | 52 | -17.74 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 2,135 | -78.97 | 311 | -78.63 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 62,813 | -0.22 | 9,158 | 1.50 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 8,310 | -11.31 | 1,212 | -9.83 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 45,606 | -3.37 | 6,750 | -0.22 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 67,810 | -10.02 | 9,886 | -8.48 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 17,696 | -41.56 | 2,596 | -41.61 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 24,070 | -2.42 | 4 | 0.00 | ||||
| 2026-01-20 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 117,741 | -0.23 | 17,165 | 1.48 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 37,839 | -31.80 | 5,516 | -30.63 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 25,758 | -8.21 | 3,755 | -6.64 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 832 | -13.87 | 121 | -12.32 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3,584 | -42.03 | 523 | -41.08 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1,457 | -56.48 | 212 | -55.74 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 67,703 | -19.07 | 9,870 | -17.68 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 16 | -33.33 | 2 | -33.33 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2,563 | -2.84 | 367 | -2.39 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 5,342 | -3.50 | 779 | |||||
| 2026-05-12 | 13F | Aspiriant, Llc | 92,943 | -0.34 | 13,550 | 1.37 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 14,151 | -7.44 | 2,063 | -5.84 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 344 | -88.65 | 50 | -88.48 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1,603 | -2.02 | 230 | -1.72 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 67 | -11.84 | 10 | -10.00 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 3,328 | -1.89 | 477 | -1.45 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1,099,303 | -6.93 | 160,267 | -5.33 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 1,572 | -17.09 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 8,071 | -4.08 | 1,177 | -2.49 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,046 | -34.87 | 152 | -33.91 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 7 | -56.25 | 1 | -50.00 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2,390 | -1.97 | 348 | -0.29 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 44,941 | -0.77 | 6,552 | 0.92 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1,636 | -0.24 | 239 | 1.28 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 3,660 | -38.70 | 534 | -37.66 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 23,478 | -2.87 | 3,423 | -1.21 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 9,909 | -2.09 | 1,444 | -0.41 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 65,399 | -3.46 | 9,535 | -1.80 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 44 | -83.27 | 6 | -80.00 | ||||
| 2026-05-15 | 13F | State Street Corp | 272,361 | -29.35 | 39,708 | -28.13 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 6,925 | -40.59 | 1,010 | -39.58 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 15,723 | -1.02 | 2,292 | 0.70 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 162 | -16.49 | 24 | -14.81 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 75 | -50.00 | 11 | -52.38 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 1,504 | -17.68 | 220 | -16.41 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 14,367 | -4.78 | 2,095 | -3.15 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 18,088 | -2.51 | 2,637 | -0.83 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3,877 | -0.05 | 1 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 1,551 | -40.69 | 226 | -39.57 | ||||
| 2026-04-29 | 13F | Raelipskie Partnership | 970 | -34.01 | 141 | -32.86 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 42,839 | -6.32 | 6,245 | -4.83 | ||||
| 2026-05-11 | 13F | Commerce Bank | 33,999 | -6.87 | 4,957 | -5.28 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4,682 | -0.53 | 671 | 0.15 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 707 | -5.86 | 103 | -3.74 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 7,976 | -0.03 | 1,163 | 1.66 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2,204 | -3.63 | 321 | -1.83 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 13,457 | -0.16 | 1,962 | 1.55 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 6,260 | -3.17 | 913 | -1.51 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 4,422 | -4.84 | 645 | -3.30 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 18,577 | -0.41 | 2,708 | 1.31 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 9,202 | -2.10 | 1,342 | -0.45 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 2,409 | -2.94 | 351 | -1.13 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3,501 | -12.58 | 502 | 8.44 | ||||
| 2026-01-23 | 13F | Journey Beyond Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 31,560 | -22.01 | 4,601 | -20.66 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 12,778 | -2.75 | 1,863 | -1.12 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 5,247 | -0.32 | 752 | 0.27 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 313,974 | -9.58 | 45,774 | -8.03 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3,024 | -6.38 | 441 | -4.76 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 1,249 | -6.09 | 203 | -0.98 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 12,049 | -1.44 | 1,757 | 0.23 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 7,234 | -69.15 | 1,055 | -68.63 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 1,573 | -23.42 | 229 | -22.11 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 32,316 | -2.32 | 4,711 | -0.11 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1,608 | -0.99 | 238 | 2.59 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 12,806 | -16.17 | 1,867 | -14.76 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 30,302 | -8.33 | 4,418 | -6.76 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 5,476 | -23.22 | 798 | -21.92 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 3,799 | -26.79 | 554 | -25.57 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 1,815,974 | -3.22 | 265 | -1.49 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 1,467,778 | -0.12 | 213,987 | 1.60 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 7,637 | -0.60 | 1,113 | 1.09 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 1,872 | -16.28 | 273 | -15.00 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | Gpwm Llc | 47,496 | -9.14 | 6,924 | -7.58 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6,002 | -1.40 | 875 | 0.34 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 27,284 | -8.14 | 3,978 | -6.58 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 22,754 | -0.35 | 3,624 | 6.43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 18,403 | -13.63 | 2,683 | -12.15 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 5,386 | -2.05 | 785 | -0.63 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2,437 | -0.57 | 355 | 1.14 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 12,750 | -8.08 | 1,859 | -6.54 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 3,420 | -0.44 | 499 | 1.22 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 14,535 | -10.74 | 2,119 | -9.17 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1,577 | -0.06 | 230 | 1.33 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 14,179 | -0.55 | 2,067 | 1.17 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 3,311 | -0.45 | 483 | 1.26 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 85,655 | -0.10 | 12,488 | 1.61 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 14,990 | -49.91 | 2,149 | -49.64 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 900 | -99.30 | 131 | 2.34 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 2,265 | -39.84 | 0 | |||||
| 2026-04-10 | 13F | Matrix Trust Co | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1,231 | -8.54 | 179 | -6.77 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 17,793 | -1.62 | 2,594 | 0.04 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 80,766 | -4.47 | 11,775 | -2.83 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 10,635 | -2.25 | 1,550 | -0.58 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 275,442 | -3.90 | 39,479 | 98,597.50 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 3,368 | -2.83 | 491 | -1.01 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 101,322 | -10.88 | 15 | -12.50 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 3,991 | -4.09 | 582 | -2.52 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 7,340 | -1.58 | 1,070 | 0.19 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 71,845 | -8.48 | 10,474 | -6.91 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 9,914 | -10.79 | 1,445 | -9.23 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 4,989 | -35.33 | 727 | -34.21 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 47,879 | -2.65 | 6,980 | -0.98 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 555 | -54.91 | 81 | -54.55 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 9,039 | -4.81 | 1,296 | -4.29 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3,636 | -3.83 | 514 | -5.34 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 61,141 | -3.30 | 8,914 | -1.64 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 7,155 | -19.48 | 1,043 | -18.07 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 181,224 | -39.11 | 26,421 | -38.06 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 3,583 | -15.81 | 522 | -14.43 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 83,522 | -1.39 | 12,177 | 0.30 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 44,160 | -7.23 | 6,438 | -5.63 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 33,841 | -1.23 | 4,934 | 0.45 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 2,183 | -5.21 | 318 | -3.64 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 105,728 | -0.87 | 15,414 | 0.83 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 63 | -44.25 | 9 | -43.75 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 17,853 | -12.17 | 2,603 | -10.68 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 109,193 | -40.62 | 15,919 | -39.60 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 6,558 | -5.44 | 956 | -3.73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 50,128 | -31.15 | 7,308 | -29.97 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3,673 | -0.94 | 535 | 0.75 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 68,039 | -1.95 | 9,919 | -0.26 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 208,276 | -6.22 | 30,365 | -4.61 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 3,520 | -3.80 | 513 | -5.52 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 3,301 | -99.98 | 481 | -97.76 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 26,011 | -13.83 | 3,792 | -12.34 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2,503 | -0.79 | 365 | 0.83 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 3,088 | -6.79 | 450 | -5.06 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 7,936 | -0.19 | 1,157 | 1.49 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 3,440 | -12.65 | 502 | -11.17 | ||||
| 2026-01-08 | 13F | Charis Legacy Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 13,970 | -6.14 | 2,037 | -4.55 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 56,981 | -2.40 | 8,307 | -0.73 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3,687 | -2.72 | 538 | -1.10 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 5,055 | -0.14 | 737 | 1.52 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 13,143 | -18.58 | 1,916 | -17.16 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 4,528 | -5.31 | 660 | -3.65 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 287,330 | -7.95 | 41,895 | -6.37 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 8,818 | -1.91 | 1,286 | -0.23 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 74,611 | -13.80 | 10,878 | -12.32 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 28,653 | -2.13 | 4,177 | -0.45 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1,084 | -64.45 | 158 | -63.84 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 72 | -2.70 | 11 | 0.00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 58,557 | -82.69 | 8,537 | -82.39 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 274,375 | -4.62 | 39,975 | -3.04 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Zhang Financial LLC | 10,519 | -16.37 | 1,534 | -14.93 | ||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 26,669 | -42.08 | 3,888 | -41.08 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 3,251 | -6.45 | 474 | -5.02 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,979 | -11.68 | 434 | -10.14 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 1,657 | -9.55 | 242 | -8.02 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 5,247 | -1.58 | 765 | 0.00 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 8,734 | -3.79 | 1,273 | -2.15 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 1,656 | -7.59 | 241 | -5.86 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 2,537 | -34.55 | 370 | -33.51 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 14,285 | -5.23 | 2,083 | -3.61 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 3,024 | -7.38 | 441 | -7.56 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 4,125 | -7.57 | 601 | -5.95 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 1,905,214 | -1.68 | 277,761 | 0.01 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 3,733 | -32.32 | 544 | -31.14 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 21,451 | -0.37 | 3,127 | 1.33 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 206,351 | -2.35 | 30,084 | -0.68 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 11,575 | -0.51 | 1,650 | 5.57 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 28,285 | -0.91 | 4,124 | 0.78 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 223 | -2.62 | 33 | 0.00 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 3,063 | -0.81 | 447 | 0.90 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 8,440 | -4.83 | 1,230 | -3.23 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 180,872 | -3.19 | 27,767 | 1.20 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 10,192 | -9.37 | 1,486 | -7.82 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4,739 | -1.13 | 691 | 0.58 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 179,696 | -0.49 | 26,198 | 1.22 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 116,383 | -44.36 | 16,967 | -43.41 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 32,747 | -8.54 | 4,774 | -6.96 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1,588 | -7.84 | 232 | -6.10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 253,524 | -23.26 | 36,961 | -21.94 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 4,933 | -1.81 | 719 | -0.14 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 9,907 | -4.88 | 1,444 | -3.22 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 174 | -8.42 | 25 | -7.41 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 82,905 | -0.97 | 12,087 | 0.73 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 475,989 | -5.21 | 69,394 | -3.58 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 18,633 | -0.24 | 2,717 | 1.46 |
