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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Fiduciary Trust Co | 294,858 | -2.40 | 14,710 | -3.18 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 74,042 | -9.32 | 3,694 | -10.06 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 375,373 | -17.07 | 18,682 | -17.93 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 5,034 | -3.78 | 251 | -4.56 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 211,848 | -16.07 | 10,569 | -16.74 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 3,800 | -90.10 | 190 | -90.20 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 187,863 | -31.53 | 9,372 | -32.08 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 252 | -30.00 | 13 | -33.33 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 21,447 | -15.31 | 1,070 | -16.03 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 33,898 | -3.91 | 1,705 | -3.46 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 232,030 | -2.20 | 11,574 | -2.99 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 83,567 | -2.87 | 4,169 | -3.63 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 11,255 | -3.02 | 562 | -3.77 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 32,519 | -10.30 | 1,622 | -11.03 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 15,415 | -0.50 | 778 | -0.77 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 299,960 | -2.18 | 14,965 | -2.96 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 111,148 | -8.14 | 5,545 | -8.86 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 147,287 | -1.94 | 7,348 | -2.71 | ||||
| 2026-05-06 | 13F | Fiduciary Wealth Partners, LLC | 20,850 | -73.47 | 1,040 | -73.68 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 233,246 | -16.58 | 11,637 | -17.25 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 11,248 | -8.34 | 561 | -9.08 | ||||
| 2026-05-08 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 1,008 | -0.20 | 50 | 0.00 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-03 | 13F | Investors Research Corp | 320 | -50.00 | 16 | -53.12 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2,462,866 | -3.81 | 122,872 | -4.57 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 66,579 | -0.60 | 3,322 | -1.40 | ||||
| 2026-01-16 | 13F | Mattern Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 12,472 | -3.85 | 1 | |||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 0 | -100.00 | 0 | |||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 6,670 | -38.65 | 333 | -39.19 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 78,912 | -2.25 | 3,937 | -3.05 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 894,199 | -0.45 | 44,612 | -1.24 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100.00 | 762 | -0.78 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 26,781 | -36.83 | 1,339 | -37.31 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 6,277 | -15.00 | 313 | -15.63 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 22,345 | -43.44 | 1,115 | -43.86 | ||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 124,295 | -1.46 | 6,201 | -2.24 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 81,673 | -1.29 | 4,075 | -2.09 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 47,246 | -1.30 | 2,357 | -2.08 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 66,928 | -0.58 | 3,339 | -1.36 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 50,152 | -33.95 | 2,502 | -34.47 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 532,395 | -96.19 | 26,561 | -96.22 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 34,257 | -94.62 | 1,709 | -94.66 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 163,784 | -2.56 | 8,171 | -3.34 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 18,287 | -2.26 | 912 | -2.98 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 913,240 | -1.59 | 45,562 | -2.37 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 23,946 | -12.07 | 1,195 | -13.10 | ||||
| 2026-05-12 | 13F | Croban | 9,895 | -26.89 | 494 | -27.50 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 4,462 | -0.84 | 223 | -1.77 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 20,943 | -14.80 | 1,045 | -15.53 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 132,371 | -1.02 | 6,604 | -1.81 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 4,467 | -13.06 | 223 | -13.95 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 163,758 | -11.15 | 8,170 | -11.86 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 132,773 | -1.25 | 6,624 | -2.03 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 7,582 | -51.92 | 378 | -52.33 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 44,216 | -15.92 | 2,206 | -16.60 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 11,430 | -22.78 | 570 | -23.39 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 1,330 | -0.89 | 66 | -1.49 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 20,085 | -22.38 | 1,002 | -22.98 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 20,542 | -0.12 | 1,025 | -0.97 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 138 | -36.11 | 7 | -40.00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 336,750 | -2.85 | 16,800 | -3.62 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 609,855 | -0.23 | 30,426 | -1.02 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 1,232 | -31.71 | 61 | -32.22 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 177,373 | -1.91 | 8,849 | -2.68 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 5,616 | -12.93 | 280 | -13.58 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 17,408 | -22.58 | 868 | -23.19 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 14,031 | -0.45 | 700 | -1.69 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 24,058 | -0.82 | 1,200 | -1.56 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 90,255 | -4.55 | 4,503 | -2.89 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 6,960 | -42.12 | 347 | -42.55 | ||||
| 2026-01-26 | 13F | Riverview Trust Co | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Avion Wealth | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 5,727 | -2.92 | 286 | -3.72 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 63,902 | -12.98 | 3,188 | -13.65 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 12,170 | -44.30 | 607 | -44.72 | ||||
| 2026-06-04 | 13F | Evansbrook LLC | 34,960 | -1.13 | 1,744 | -1.91 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 10,289 | -2.56 | 513 | -3.39 | ||||
| 2025-12-08 | 13F | Tull Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 97,016 | -4.59 | 4,840 | -5.34 | ||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Planning Directions Inc | 12,640 | -31.86 | 631 | -32.40 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 39,831 | -18.07 | 1,987 | -18.70 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 6,977 | -8.85 | 348 | -9.37 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 13,486 | -0.77 | 673 | -1.61 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 20,545 | -0.49 | 1,025 | -1.35 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 9,863 | -2.68 | 492 | -3.34 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 14,259 | -0.08 | 711 | -0.84 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 70,792 | -34.97 | 3,532 | -35.50 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 1,288 | -3.66 | 64 | -4.48 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 21,809 | -25.94 | 1,088 | -26.19 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 4,625 | -1.15 | 231 | -2.13 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 65,530 | -0.66 | 3,269 | -1.45 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 29,182 | -0.88 | 1,456 | -1.69 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | YHB Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 151,125 | -5.46 | 7,540 | -6.22 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1,371 | -26.76 | 68 | -27.66 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 4,490 | -11.77 | 224 | -12.16 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Fonville Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 75,100 | -9.92 | 3,747 | -10.64 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 16,500 | -3.48 | 823 | -4.19 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 311,766 | -1.92 | 15,554 | -2.70 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 6,398 | -10.32 | 319 | -10.89 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 5,562 | -23.04 | 277 | -23.69 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 19,478 | -30.99 | 972 | -31.57 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 4,426 | -11.28 | 221 | -12.00 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 10,594 | -17.24 | 529 | -17.88 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Lazard Freres Gestion S.A.S. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 75,446 | -0.20 | 3,764 | -1.00 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 19,108 | -1.69 | 953 | -2.46 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 161,873 | -2.81 | 8,076 | -3.58 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 11,401 | -10.21 | 569 | -10.97 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 675,736 | -1.71 | 33,712 | -2.49 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 8,980 | -20.94 | 447 | -21.89 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 867 | -38.51 | 43 | -38.57 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 124,241 | -6.43 | 6,248 | -6.00 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 23,807 | -0.31 | 1,188 | -1.17 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 295,420 | -12.05 | 14,739 | -12.75 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 2,577 | -8.36 | 129 | -9.22 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | McAdam, LLC | 77,130 | -2.99 | 3,848 | -3.75 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 27,124 | -0.67 | 1,353 | -1.46 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 17,582 | -3.23 | 877 | -3.94 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 21,715 | -2.05 | 1,083 | -2.78 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 6,470 | -7.17 | 323 | -8.00 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 13,883 | -17.77 | 693 | -18.49 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 14,599,761 | -4.88 | 728,382 | -5.64 | ||||
| 2026-05-14 | 13F | Ade, Llc | 13,631 | -6.82 | 680 | -7.48 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 94,785 | -34.56 | 4,729 | -35.09 | ||||
| 2026-01-27 | 13F | Optas, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 21,702 | -0.45 | 1,083 | -1.10 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 6,580 | -1.30 | 328 | -2.09 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 108,408 | -1.64 | 5,408 | -2.44 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 957,011 | -2.44 | 47,745 | -3.22 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 625,727 | -2.39 | 31,218 | -3.16 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 6,538 | -46.43 | 326 | -46.82 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 144,914 | -0.26 | 7,230 | -1.05 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 26,280 | -6.55 | 1,326 | -7.21 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 5,342 | -0.78 | 267 | -1.48 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 39,720 | -28.09 | 1,982 | -28.66 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 557 | -0.71 | 11 | 0.00 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 13,392 | -4.32 | 668 | -4.98 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 110,795 | -1.11 | 5,572 | -0.68 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 44,147 | -65.02 | 2,202 | -65.31 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 104,005 | -1.13 | 5,189 | -1.93 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 27,497 | -11.55 | 1,372 | -12.28 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 10,241 | -5.11 | 511 | -5.90 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 3,492,612 | -0.46 | 174,246 | -1.26 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 141,522 | -11.01 | 7,061 | -11.72 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 94,040 | -4.33 | 4,692 | -5.10 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 36,560 | -5.51 | 1,824 | -6.22 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 11,936 | -0.45 | 595 | -1.16 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 30,273 | -7.75 | 1,510 | -8.48 | ||||
| 2026-05-01 | 13F | Summit Place Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1,100,757 | -0.47 | 54,917 | -1.26 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 0 | -100.00 | 0 | |||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 50,253 | -0.68 | 2,507 | -1.45 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 811 | -18.00 | 40 | -20.00 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 11,093 | -41.15 | 553 | -41.67 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 62,174 | -9.46 | 3,127 | -9.08 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 65,483 | -2.14 | 3,267 | -2.94 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 54,127 | -0.74 | 2,713 | -1.09 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 16,313 | -33.64 | 814 | -34.22 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 189,547 | -6.39 | 9,456 | -7.13 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 9,827 | -16.52 | 496 | -17.36 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 9,129 | -20.24 | 455 | -20.87 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 745,522 | -0.01 | 37,194 | -0.81 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 67,631 | -14.85 | 3,374 | -15.52 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 97,074 | -5.34 | 4,899 | -5.59 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 6,256 | -35.65 | 312 | -36.07 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 40,142 | -0.25 | 2,003 | -1.04 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 4,076 | -0.78 | 203 | -1.46 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 31,789 | -0.92 | 1,586 | -1.74 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 357 | -27.59 | 18 | -29.17 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Christine Messmer Pc | 66,836 | -2.10 | 3,334 | -2.88 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 311,346 | -0.26 | 16 | 0.00 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 6,908 | -5.47 | 345 | -6.27 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 33,282 | -14.84 | 1,660 | -15.52 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 19,463 | -0.53 | 971 | -1.22 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 3,589 | -21.86 | 179 | -22.17 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 5,182 | -0.31 | 259 | -1.53 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 91,682 | -36.91 | 4,574 | -37.40 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 7,698 | -8.05 | 384 | -8.79 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 48,628 | -0.56 | 2,426 | -1.34 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 4,344 | -50.00 | 217 | -50.46 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6,910 | -11.58 | 348 | -11.25 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 56,463 | -9.70 | 2,817 | -10.43 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 715,114 | -14.91 | 35,677 | -15.58 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 184,876 | -12.04 | 9,223 | -12.74 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 236,069 | -3.59 | 11,777 | -4.35 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Avalon Trust Co | 497 | -50.00 | 25 | -51.02 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 26,197 | -64.12 | 1,307 | -64.42 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1,707,796 | -3.05 | 85,202 | -3.82 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 41,999 | -31.29 | 2,095 | -31.83 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 29,649 | -4.55 | 1,479 | -5.31 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 72,725 | -7.62 | 3,628 | -8.36 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 3,465,055 | -2.58 | 172,872 | -3.36 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 181,283 | -15.89 | 9,044 | -16.56 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 39,070 | -14.49 | 1,949 | -15.15 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 41,985 | -5.68 | 2,095 | -6.43 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 1,361,467 | -4.94 | 67,924 | -5.70 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 93,553 | -36.98 | 4,667 | -37.48 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 2,035 | -64.37 | 102 | -64.81 | ||||
| 2026-01-20 | 13F | Cromwell Holdings LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 5 | -84.38 | 0 | -100.00 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 6,704 | -11.26 | 334 | -11.87 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 29,384 | -3.92 | 1,466 | -4.75 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 36,619 | -10.34 | 1,827 | -11.06 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 12,329 | -0.19 | 1 | |||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 29,473 | -33.62 | 1,470 | -34.17 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 88,654 | -1.44 | 4,423 | -2.23 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 5,257 | -55.80 | 264 | -56.07 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 21,326 | -4.74 | 1,064 | -5.51 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 675 | -88.22 | 34 | -88.54 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 12,562 | -2.90 | 627 | -3.69 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 19,670 | -85.26 | 981 | -85.39 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 8,612 | -55.26 | 430 | -55.68 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 28,508 | -1.99 | 1,422 | -2.74 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 15,116 | -1.63 | 754 | -2.33 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 12,885 | -3.11 | 646 | -3.29 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 12,601 | -6.79 | 629 | -7.51 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 1,896,133 | -0.80 | 94,598 | -1.59 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 48,599 | -3.66 | 2,425 | -4.42 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 424 | -70.94 | 21 | -71.23 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2,424 | -29.78 | 121 | -30.64 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 4,432 | -48.86 | 221 | -49.20 | ||||
| 2026-02-10 | 13F | Swmg, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 45,530 | -8.61 | 2,271 | -9.34 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 26,249 | -29.36 | 1,310 | -29.93 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 221,277 | -7.78 | 11,039 | -8.51 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 74,929 | -14.86 | 3,738 | -15.54 | ||||
| 2026-04-15 | 13F | Asio Capital, LLC | 91,680 | -3.65 | 4,574 | -4.43 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 61,856 | -8.12 | 3,086 | -8.86 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 23,644 | -6.56 | 1,180 | -7.31 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 38,200 | -98.01 | 1,906 | -0.83 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 71,472 | -9.83 | 3,566 | -10.56 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 9,412 | -7.23 | 470 | -8.04 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 72,710 | -9.86 | 3,628 | -10.58 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 51,641 | -5.44 | 2,576 | -6.19 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 1,807 | -66.76 | 90 | -67.15 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 364,470 | -0.07 | 18,183 | -0.86 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 121,435 | -42.25 | 6,058 | -42.71 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1,291,956 | -28.91 | 63,259 | -31.02 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 41,445 | -1.89 | 2,068 | -2.68 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 885,687 | -0.77 | 44,187 | -1.56 | ||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 27,022 | -20.34 | 1,348 | -20.94 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 9,362 | -2.55 | 467 | -3.31 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 8,576 | -10.03 | 431 | -10.02 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 113,640 | -0.41 | 5,669 | -1.20 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | SVRN Asset Management, LLC | 16,369 | -17.14 | 817 | -17.82 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 16,905 | -12.03 | 841 | -12.94 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 20,101 | -5.42 | 1,003 | -6.18 | ||||
| 2026-05-13 | 13F | Carter Financial, LLC | 20,273 | -3.41 | 1,011 | -4.17 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 51,071 | -4.69 | 3 | 0.00 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 188 | -17.18 | 9 | -18.18 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1,368 | -95.12 | 68 | -95.18 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 77,113 | -4.52 | 4 | -25.00 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 21,144 | -7.85 | 1,055 | -8.59 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 5,836 | -10.53 | 291 | -11.28 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 12,188 | -7.55 | 608 | -8.30 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 4,233,953 | -1.63 | 211,232 | -2.41 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 34,432 | -7.55 | 1,718 | -8.28 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 10,521 | -0.57 | 525 | -1.50 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 268,868 | -3.83 | 13,521 | -3.41 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 311,764 | -15.08 | 15,554 | -15.76 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 246,692 | -0.81 | 12,307 | -1.60 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 453,445 | -0.14 | 22,622 | -0.93 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 4,804 | -9.67 | 240 | -10.49 | ||||
| 2026-02-17 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 72,251 | -7.00 | 3,605 | -7.76 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 707,563 | -2.29 | 35,300 | -3.06 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 7,507 | -40.79 | 375 | -41.29 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 55,142 | -13.19 | 2,751 | -13.87 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 170,392 | -6.54 | 8,501 | -7.29 | ||||
| 2026-02-10 | 13F | Elgethun Capital Management | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 91,627 | -1.30 | 4,571 | -2.08 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 13,505,350 | -2.55 | 679,183 | -2.12 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 35,086 | -3.84 | 1,750 | -4.58 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 45,404 | -1.88 | 2,265 | -2.66 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | NorthAvenue LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Mason & Associates Inc | 7,815 | -11.93 | 389 | -13.00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 12,114 | -8.73 | 604 | -9.45 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 5,074 | -15.19 | 253 | -15.67 | ||||
| 2026-02-05 | 13F | Sapient Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 4,914 | -3.91 | 245 | -4.67 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 5,676 | -60.48 | 283 | -60.80 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 47,729 | -2.85 | 2,381 | -3.60 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 751,234 | -27.46 | 37,479 | -28.49 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 22,582 | -4.41 | 1,127 | -5.22 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 13,951 | -2.03 | 696 | -2.79 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2,287 | -40.95 | 114 | -41.24 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 6,261 | -18.32 | 312 | -18.96 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 11,398 | -9.32 | 569 | -10.13 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 842,572 | -0.22 | 42,036 | -1.01 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 115,490 | -7.20 | 5,762 | -7.94 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 22,797 | -0.80 | 1,137 | -1.56 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 13,647 | -22.68 | 681 | -23.34 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 448,328 | -48.75 | 22,764 | -48.25 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 21,927 | -98.57 | 1,094 | -98.58 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 29,841 | -17.37 | 1,489 | -18.06 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 37,874 | -2.93 | 1,890 | -3.72 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 9,162 | -2.29 | 457 | -2.97 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 59,500 | -12.58 | 2,968 | -13.27 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 4,436 | -40.73 | 221 | -41.22 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 63,402 | -0.21 | 3,163 | -1.49 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 20,316 | -1.34 | 1,014 | -2.13 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 95,998 | -11.58 | 4,789 | -12.29 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 41,680 | -1.68 | 2,079 | -2.44 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 28,682 | -32.46 | 1,431 | -33.02 | ||||
| 2026-04-30 | 13F | Summa Corp. | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 27,956 | -5.75 | 1,395 | -6.51 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 90,994 | -6.74 | 4,540 | -7.48 | ||||
| 2026-05-04 | 13F | Nwam Llc | 104,851 | -0.91 | 5,231 | -1.86 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 20,374 | -58.03 | 1,016 | -58.38 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 188,849 | -71.51 | 9,490 | -71.74 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 34,678 | -31.62 | 1,730 | -32.16 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 7,004 | -5.33 | 349 | -6.18 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 2,737 | -73.96 | 137 | -74.24 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 24,346 | -0.06 | 1,215 | -0.90 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 18,559 | -26.14 | 926 | -26.76 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 35,494 | -1.21 | 1,771 | -2.43 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 42,236 | -11.05 | 2,107 | -11.73 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 114,900 | -3.57 | 5,732 | -4.34 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 62,913 | -0.10 | 3,165 | -0.06 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 28,519 | -15.02 | 1,423 | -15.71 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 197,020 | -1.53 | 9,829 | -2.32 | ||||
| 2026-01-21 | 13F | Mayfair Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 23,472 | -1.76 | 1,171 | -2.50 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 44,720,653 | -57.23 | 2,225,747 | -57.67 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 8,783 | -20.49 | 438 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 66,436 | -0.06 | 3,314 | -0.87 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 537,063 | -15.68 | 26,794 | -16.36 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 9,396 | -51.43 | 473 | -51.44 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 84,455 | -0.06 | 4,213 | -0.85 | ||||
| 2026-01-05 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 98,735 | -2.85 | 4,926 | -3.62 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 31,070 | -0.14 | 1,550 | -0.90 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 114,862 | -0.51 | 5,730 | -1.31 | ||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | |||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 7,148 | -5.21 | 357 | -6.07 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 15,858 | -24.58 | 791 | -25.17 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 16,460 | -19.05 | 821 | -19.67 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 68,839 | -19.09 | 3,434 | -19.73 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 13,887 | -37.09 | 693 | -37.66 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 83,493 | -2.93 | 4,165 | -3.70 | ||||
| 2026-04-16 | 13F | Security National Bank | 1,058 | -32.40 | 53 | -33.33 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 19,569 | -0.79 | 976 | -1.51 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 24,433,775 | -0.73 | 1,219,001 | -1.52 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 67,796 | -1.86 | 3,382 | -2.65 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 14,943 | -0.84 | 746 | -1.59 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 148,744 | -0.04 | 7 | 0.00 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 75,951 | -2.88 | 3,789 | -3.64 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Burton Enright Welch | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 174,138 | -2.46 | 8,688 | -3.24 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 28,522 | -3.10 | 1,423 | -3.92 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 19,490 | -12.87 | 972 | -13.52 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 93,555 | -12.34 | 4,667 | -13.03 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 278,096 | -3.31 | 13,874 | -4.08 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 9,000 | -10.00 | 449 | -10.56 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 20,563 | -7.62 | 1,026 | -8.40 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 349,658 | -2.65 | 17,444 | -3.42 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 22,603 | -32.66 | 1,138 | -32.60 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 152,253 | -4.22 | 7,596 | -4.99 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 36,017 | -97.82 | 1,797 | -97.83 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 3,111 | -11.29 | 154 | -12.50 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 1,930,365 | -0.80 | 96,306 | -1.59 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 23,968 | -0.42 | 1,196 | -1.24 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 28,186 | -1.74 | 1,406 | -2.50 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 794 | -43.16 | 0 | |||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Robinson Capital Management, Llc | Call | 0 | -100.00 | 0 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 8,737 | -5.25 | 436 | -6.05 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 15,885 | -10.75 | 793 | -11.51 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 12,187 | -0.23 | 608 | -0.98 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 40,908 | -4.76 | 2,041 | -5.56 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 135,112 | -4.16 | 6,741 | -4.92 | ||||
| 2026-05-15 | 13F | Fmr Llc | 20,319,509 | -0.85 | 1,013,740 | -1.64 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 31,013 | -0.33 | 1,547 | -1.59 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3,311,160 | -2.70 | 165,194 | -3.47 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 1,298 | -65.62 | 65 | -66.14 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 22,050 | -9.82 | 1,100 | -10.50 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 824,157 | -15.66 | 41,117 | -16.33 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 21,876 | -17.97 | 1,091 | -18.64 | ||||
| 2026-01-26 | 13F | Icapital Wealth Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 67,057 | -5.77 | 3,345 | -6.51 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 26,306 | -34.61 | 1,312 | -35.15 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 48,856 | -0.19 | 2,437 | -0.98 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 52,151 | -3.91 | 2,602 | -4.69 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 13,449 | -32.00 | 671 | 28.85 | ||||
| 2026-05-13 | 13F | Invst, LLC | 75,805 | -24.87 | 3,782 | -25.48 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 82,875 | -4.98 | 4,135 | -5.75 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 26,199 | -6.02 | 1,307 | -6.71 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 11,407 | -6.25 | 1 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 632,719 | -18.48 | 31,566 | -19.13 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 55,575 | -23.06 | 2,773 | -23.68 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 5,389 | -9.88 | 269 | -10.67 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 7,277 | -7.10 | 363 | -7.63 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 19,212 | -0.18 | 967 | -0.10 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 18,054 | -9.41 | 911 | -9.18 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 19,143 | -4.17 | 955 | -4.88 | ||||
| 2026-05-07 | 13F | Titan Global Capital Management Usa Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 14,080 | -23.61 | 702 | -24.19 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 66 | -86.53 | 3 | -87.50 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 199,112 | -1.44 | 9,934 | -2.22 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 6,245 | -97.74 | 312 | -97.76 | ||||
| 2026-04-23 | 13F | American National Bank | 13,366 | -25.23 | 667 | -25.84 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 15,339 | -31.20 | 765 | -31.76 | ||||
| 2026-01-23 | 13F | Financial Futures Ltd Liability Co. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | LCW Services, LLC | 27,105 | -8.94 | 1,352 | -9.63 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 65 | -13.33 | 3 | 0.00 | ||||
| 2026-05-14 | 13F | Stamos Capital Partners, L.p. | 357,307 | -2.85 | 17,826 | -3.62 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 13,627 | -33.49 | 680 | -34.08 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 33,236 | -7.32 | 1,658 | -8.04 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 14,056 | -7.32 | 701 | -8.01 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 103,034 | -1.89 | 5,140 | -2.67 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 53,972 | -0.03 | 2,693 | -0.85 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1,608,506 | -17.89 | 80,252 | -18.55 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 220,932 | -40.62 | 11,022 | -41.09 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 10,262 | -3.58 | 512 | -4.49 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Centiva Capital, LP | Call | 0 | -100.00 | 0 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 7,025 | -0.72 | 0 |
