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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Ai Financial Services Llc | 42,094 | -8.11 | 2,275 | -7.60 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 8,919 | -0.72 | 482 | 0.00 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 6,604 | -0.11 | 357 | 0.28 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 36,136 | -7.58 | 1,953 | -7.04 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 6,241 | -1.81 | 337 | -1.17 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 33,967 | -2.21 | 1,836 | -1.71 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 601 | -20.29 | 32 | -20.00 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 52,764 | -0.08 | 2,852 | 0.46 | ||||
| 2026-04-14 | 13F | HighRoad Wealth Advisors, LLC | 60,355 | -1.45 | 3,262 | -0.91 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 5,462 | -41.57 | 295 | -41.24 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 205,744 | -3.70 | 11 | 0.00 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 751,034 | -3.75 | 40,376 | -4.50 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 123,785 | -0.85 | 6,691 | -0.31 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 37,936 | -7.81 | 2 | 0.00 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 15,800 | -48.44 | 854 | -48.15 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 81,000 | -0.89 | 4,378 | -0.34 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 31,162 | -14.34 | 1,684 | -13.86 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 104,345 | -6.63 | 5,640 | -6.13 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 38,475 | -3.75 | 2,080 | -3.26 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 9,624 | -0.06 | 520 | 0.58 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 24,575 | -2.83 | 1,296 | -4.71 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 494,699 | -7.42 | 26,738 | -6.92 | ||||
| 2026-05-06 | 13F | Fiduciary Wealth Partners, LLC | 49,376 | -13.90 | 2,669 | -13.46 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 305,366 | -14.67 | 16,505 | -14.21 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 6,083 | -0.51 | 327 | -1.21 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 8,691 | -6.12 | 470 | -5.63 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 102,023 | -1.54 | 5,514 | -1.01 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 4,585 | -1.04 | 262 | 5.22 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 31,005 | -14.32 | 1,676 | -13.88 | ||||
| 2026-04-20 | 13F | Kopp Family Office, LLC | 226,058 | -31.06 | 12,218 | -30.69 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 7,737 | -29.19 | 418 | -28.79 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 18,494 | -0.62 | 1,000 | -0.10 | ||||
| 2026-02-03 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 11,883 | -89.15 | 642 | -89.10 | ||||
| 2026-05-14 | 13F | Westerkirk Capital Inc. | 1,401,133 | -2.69 | 75,731 | -2.17 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 612,414 | -19.99 | 33,101 | -19.75 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 16,299 | -4.83 | 881 | -4.35 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 7,287 | -36.10 | 394 | -35.89 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 61,549 | -7.80 | 3,327 | -7.30 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 64,066 | -0.58 | 3,463 | -0.06 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 240,248 | -4.85 | 12,916 | -5.59 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 247,580 | -0.98 | 13,382 | -0.45 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 8,600 | -38.69 | 0 | |||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 241,190 | -3.60 | 13,036 | -3.08 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 117,114 | -35.83 | 6,329 | 70,211.11 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 37,998 | -0.07 | 2,054 | 0.44 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 492,893 | -19.19 | 26,641 | -18.75 | ||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 32,062 | -2.59 | 1,733 | -2.09 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 319,374 | -37.08 | 17,262 | -36.74 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 114,586 | -0.61 | 6 | 0.00 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 8,418 | -0.34 | 455 | 0.22 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 90,680 | -0.08 | 4,901 | 0.47 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 10,748 | -5.40 | 581 | -4.92 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 539 | -52.43 | 29 | -51.67 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 84,936 | -1.37 | 4,591 | -0.84 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 8,469 | -4.46 | 458 | -3.99 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 20,348 | -82.44 | 1,100 | -82.36 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 145,846 | -0.95 | 7,883 | -0.42 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 4,472 | -11.38 | 242 | -11.07 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 92,840 | -5.80 | 5,018 | -5.29 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 11,035 | -0.90 | 1 | |||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 42,386 | -0.71 | 2,291 | -0.17 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | Call | 0 | -100.00 | 0 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 2,133,041 | -3.12 | 115,291 | -2.60 | ||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Dark Forest Capital Management Lp | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 9,515 | -2.66 | 514 | -2.10 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 55,967 | -2.18 | 3,025 | -1.66 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 59,786 | -19.44 | 3,231 | -19.00 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 9,348 | -50.44 | 505 | -50.15 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 516,261 | -15.06 | 27,904 | -14.60 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 14,218 | -1.11 | 768 | -0.52 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 394,503 | -1.14 | 21,323 | -0.61 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 30,027 | -5.79 | 1,623 | -5.31 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1,569 | -0.25 | 85 | 0.00 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 13,882 | -11.02 | 750 | -10.50 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | WealthCollab, LLC | 10,613 | -12.66 | 574 | -12.25 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 195,009 | -1.38 | 10,540 | -0.85 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 616 | -42.05 | 33 | -42.11 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 47,209 | -7.13 | 2,552 | -6.63 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 13,173 | -1.19 | 712 | -0.56 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 6,995 | -4.31 | 378 | -3.82 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 63,598 | -1.78 | 3,437 | -1.24 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 35,065 | -1.86 | 1,895 | -1.30 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-28 | 13F | Cabana Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 292,320 | -0.04 | 17,226 | 9.57 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 456,923 | -3.48 | 24,697 | -2.96 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 120,684 | -5.89 | 6,523 | -5.40 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 6,185 | -88.80 | 334 | -88.74 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 3,683 | -0.35 | 198 | -1.50 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 7,138 | -0.39 | 386 | 0.00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 5,868 | -3.15 | 317 | -2.46 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 4,463 | -22.69 | 241 | -22.26 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 21,277 | -0.30 | 1,150 | 0.26 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 20,446 | -73.50 | 1,105 | -73.39 | ||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 7,469 | -87.67 | 404 | -87.62 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 116,260 | -16.38 | 6,284 | -15.94 | ||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 30,866 | -0.98 | 1,668 | -0.42 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 4,269 | -12.43 | 231 | -12.21 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 115,636 | -1.19 | 6,250 | -0.65 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 7,904 | -7.60 | 427 | -6.97 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Forefront Analytics, LLC | 180,162 | -0.52 | 9,738 | 0.02 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 97,045 | -0.22 | 5,245 | -4.39 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 17,410 | -0.29 | 941 | 0.32 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 139,808 | -10.10 | 7,557 | -9.62 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 113,697 | -3.66 | 6,145 | -3.14 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 7,084 | -1.28 | 383 | -0.78 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 49,304 | -24.33 | 2,665 | -24.02 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 32,401 | -1.99 | 1,751 | -1.46 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 1,554 | -0.19 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 158,027 | -30.40 | 8,541 | -30.03 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | Gpwm Llc | 169,043 | -6.01 | 9,137 | -5.51 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 16,556 | -34.76 | 895 | -34.46 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 267,394 | -22.89 | 14,453 | -22.48 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 166,005 | -1.51 | 8,973 | -1.75 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 575,340 | -5.11 | 31,097 | -4.60 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 5,800 | -0.57 | 313 | 0.00 | ||||
| 2025-12-09 | 13F | Swiss Life Asset Management Ltd | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 27,769 | -0.71 | 1,501 | -0.20 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 141,954 | -2.82 | 7,695 | -2.01 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 5,456 | -23.96 | 295 | -23.64 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 34,591 | -7.12 | 1,870 | -6.64 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 256,383 | -4.59 | 13,853 | -4.16 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 13,861 | -10.95 | 749 | -10.41 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 185,885 | -1.44 | 10,047 | -0.91 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 16,800 | -5.96 | 908 | -5.42 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 8,077 | -25.99 | 437 | -25.60 | ||||
| 2026-05-12 | 13F | Motley Fool Wealth Management, LLC | 64,505 | -5.13 | 3,486 | -4.62 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 22,889 | -85.04 | 1,237 | -84.96 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 56,745 | -11.61 | 3,067 | -11.13 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 3,807 | -15.06 | 206 | -14.58 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 4,895 | -32.45 | 265 | -32.13 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 34,868 | -1.35 | 2,063 | 4.03 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 58,293 | -12.02 | 3,151 | -16.95 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 98,565 | -18.48 | 5,327 | -18.05 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 84,100 | -54.54 | 4,521 | -54.89 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 92,341 | -2.27 | 4,991 | -1.73 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 85,466 | -0.36 | 4,619 | 0.17 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 1,632,519 | -3.30 | 88,238 | -2.78 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 435,614 | -2.29 | 23,545 | -1.77 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 6,808,780 | -4.89 | 366,040 | 94,483.72 | ||||
| 2026-03-09 | 13F | EMC Capital Management | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 13,607 | -33.59 | 735 | -33.24 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 19,943 | -0.24 | 1,078 | 0.28 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 123,678 | -2.78 | 6,685 | -2.27 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 24,481 | -0.37 | 1,323 | 0.23 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 16,120 | -6.13 | 871 | -5.63 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 35,297 | -1.52 | 1,908 | -0.99 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 19,670 | -84.00 | 1,063 | -83.92 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 329,344 | -4.92 | 17,801 | -4.40 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 5,360 | -2.81 | 290 | -2.36 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 65,928 | -0.53 | 3,563 | 0.00 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 64,872 | -0.16 | 3,506 | 0.37 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 155,921 | -3.91 | 8,428 | -3.39 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 58,071 | -1.84 | 3,122 | -2.62 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 77,096 | -3.51 | 4,167 | -2.98 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 155,098 | -0.29 | 8,383 | 0.25 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 3,000,968 | -9.97 | 162,202 | -9.48 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 37,500 | -0.10 | 2,027 | 0.40 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 4,492 | -13.62 | 243 | -13.26 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 108,876 | -12.41 | 5,885 | -11.94 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 11,828 | -3.27 | 639 | -2.74 | ||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 51,390 | -9.22 | 2,778 | -8.74 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 3,858 | -7.22 | 209 | -6.73 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 90 | -71.52 | 5 | -75.00 | ||||
| 2026-04-06 | 13F | CX Institutional | 14,982 | -14.16 | 1 | |||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 9,368 | -2.34 | 506 | -1.75 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 6,366,278 | -15.02 | 344,674 | -14.42 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Finward Bancorp | 5,910 | -2.96 | 319 | -2.45 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 14,935 | -5.68 | 807 | -5.17 | ||||
| 2026-05-12 | 13F | Sumitomo Life Insurance Co | 688,144 | -65.69 | 37,194 | -65.50 | ||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 17,347 | -6.18 | 938 | -5.73 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 28,566 | -0.18 | 1,612 | 4.81 | ||||
| 2026-05-12 | 13F | ESG Planning | 23,059 | -52.18 | 1,246 | -51.93 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 6,031 | -0.84 | 326 | -0.31 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 45,921,666 | -3.12 | 2,482,066 | -2.60 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-02-17 | 13F | Amundi | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | DRW Securities, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 209 | -15.38 | 11 | -15.38 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 7,826 | -6.01 | 423 | -5.59 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 11,310 | -8.98 | 611 | -8.53 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 123,483 | -0.13 | 6,674 | 0.41 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 54,376 | -5.83 | 2,939 | -5.32 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 142,539 | -0.16 | 7,704 | 0.38 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 62,883 | -5.17 | 3,399 | -4.66 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 49,582 | -1.81 | 2,680 | -1.29 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 26,108 | -9.49 | 1,411 | -8.97 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 99 | -78.05 | 5 | -79.17 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 11,115 | -2.05 | 601 | -1.64 | ||||
| 2026-02-12 | 13F | NDVR, Inc. | 178,573 | -1.38 | 9,600 | -2.14 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 87,153 | -0.53 | 4,711 | 0.00 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 48,670 | -6.60 | 2,631 | -6.10 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 17,174 | -2.61 | 928 | -2.11 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Hikari Power Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | First Hawaiian Bank | 12,388 | -56.35 | 670 | -56.13 | ||||
| 2026-05-15 | 13F | Common Fund For Nonprofit Organizations | 6,035 | -34.64 | 326 | -34.27 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 27,763 | -1.07 | 1,501 | -0.53 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 187,091 | -8.49 | 10,112 | -8.00 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 316,680 | -20.76 | 17,117 | -20.33 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Retirement Guys Formula Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 5,008 | -16.85 | 271 | -16.41 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 428,878 | -0.17 | 23,181 | 0.36 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 859,343 | -24.65 | 46,447 | -24.24 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 221,005 | -0.93 | 11,945 | -0.40 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 7,968 | -4.14 | 478 | 2.36 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 26,506 | -39.62 | 1,433 | -39.32 | ||||
| 2026-04-22 | 13F | Motco | 10,542 | -11.61 | 570 | -11.23 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 5,449 | -7.11 | 294 | -6.67 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 39,134 | -5.84 | 2,115 | -5.33 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 22,413 | -15.64 | 1,211 | -15.20 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 9,125 | -2.46 | 493 | -1.79 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 7,700 | -5.35 | 416 | -4.81 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 7,691 | -0.47 | 416 | 0.00 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 7,399 | -0.47 | 400 | 0.00 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 103,291 | -4.07 | 5,583 | -3.56 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 150,533 | -2.46 | 8,136 | -1.93 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 130,921 | -0.19 | 7,076 | 0.34 | ||||
| 2026-05-14 | 13F | Schwerin Boyle Capital Management Inc | 264,964 | -10.49 | 14,321 | -10.01 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 37,013 | -0.07 | 2,001 | 0.45 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 58,090 | -3.04 | 3,140 | -2.52 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 62,649 | -8.57 | 3,386 | -8.06 | ||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 141,118 | -9.91 | 7,627 | -9.43 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 220,091 | -7.93 | 11,896 | -7.44 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 66,651 | -1.51 | 3,603 | -0.99 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 65,726 | -1.83 | 3,552 | -1.31 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 61 | -99.25 | 3 | -99.32 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 45,531 | -16.65 | 2,461 | -16.21 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4,383 | -0.97 | 237 | -0.42 | ||||
| 2026-01-26 | 13F/A | LifeWealth Investments, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 206,723 | -4.90 | 11,173 | -4.39 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 16,774 | -1.80 | 907 | -1.31 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 217,180 | -9.49 | 11,745 | -8.98 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 256,815 | -2.99 | 13,881 | -2.47 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 7,130 | -12.57 | 385 | -12.10 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 20,060 | -42.92 | 1,084 | -42.62 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 7,129 | -0.54 | 385 | 0.00 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 3,972 | -8.75 | 215 | -8.55 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1,813,734 | -9.10 | 98,032 | -8.61 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 6,526 | -49.41 | 353 | -49.21 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 4,518 | -7.87 | 244 | -7.22 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 334,664 | -2.38 | 18,089 | -1.58 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 25,195 | -0.10 | 1,362 | 0.44 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 12,990 | -2.62 | 702 | -2.09 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 89,559 | -0.07 | 4,841 | 0.46 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 476 | -75.45 | 26 | -75.96 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 77,296 | -10.97 | 4,178 | -10.58 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 51,124 | -4.56 | 2,763 | -4.03 | ||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 62,528 | -6.67 | 3,380 | -6.16 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 9,026 | -14.39 | 488 | -13.96 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 4,325 | -2.50 | 234 | -9.69 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 455,324 | -5.33 | 24,610 | -4.82 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 3,830 | -0.36 | 207 | 0.49 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 528,677 | -14.10 | 28,575 | -13.63 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 4,365 | -1.67 | 236 | -1.26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 340,249 | -1.21 | 18,390 | -0.68 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 53,705 | -5.11 | 2,903 | -4.60 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 524,222 | -0.66 | 28,334 | -0.12 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 27,707 | -0.53 | 1,498 | 0.00 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 25,420 | -10.38 | 1,374 | -9.91 | ||||
| 2026-05-07 | 13F | Bahl & Gaynor Inc | 31,232 | -2.03 | 1,688 | -1.46 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 22,330 | -10.27 | 1,207 | -9.80 | ||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 12,959,833 | -29.55 | 693,051 | -32.23 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 27,816 | -2.36 | 1,503 | -1.83 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 526 | -39.54 | 28 | -40.43 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 30,514 | -5.68 | 1,649 | -5.18 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-22 | 13F | Wetzel Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 51,916 | -0.16 | 2,806 | 0.39 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-03 | 13F | Adirondack Trust Co | 4,809 | -5.69 | 260 | -5.47 | ||||
| 2026-05-06 | 13F | Benningfield Financial Advisors, Llc | 5,037 | -6.04 | 272 | -5.56 | ||||
| 2026-02-13 | 13F | Garrison Point Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 185,172 | -1.68 | 10,009 | -1.15 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 302,611 | -3.82 | 16,356 | -3.29 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 1,769,432 | -8.79 | 95,638 | -8.29 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 5,443 | -0.51 | 294 | 0.00 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 112,273 | -0.60 | 6,068 | -0.07 | ||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 21,070 | -3.42 | 1,139 | -2.90 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 11,500 | -35.03 | 622 | -34.70 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 31,661 | -3.42 | 1,711 | -2.89 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 212,048 | -11.56 | 11,461 | -11.08 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 22,795 | -0.83 | 1,232 | -0.24 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 77,755 | -0.47 | 4,203 | 0.07 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 15,413 | -55.81 | 833 | -55.57 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 23,803 | -8.62 | 1,280 | -9.36 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 108,997 | -4.36 | 5,891 | -3.85 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 212,527 | -0.40 | 11,487 | 0.14 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Balentine LLC | 21,960 | -2.92 | 1,187 | -2.47 | ||||
| 2026-02-17 | 13F | Watershed Asset Management, L.L.C. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 102,382 | -1.90 | 5,534 | -1.37 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 12,936 | -15.11 | 699 | -14.65 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 24,347,658 | -0.08 | 1,315,991 | 0.46 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 16,232 | -2.23 | 877 | -1.68 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 4,088 | -2.39 | 221 | -2.22 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 63,856 | -1.55 | 3,451 | -1.00 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 22,495 | -0.93 | 1,216 | -0.41 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 5,350 | -28.16 | 289 | -27.75 | ||||
| 2026-04-20 | 13F | Norway Savings Bank | 7,447 | -3.12 | 403 | -2.66 | ||||
| 2026-04-23 | 13F | Orca Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 190,807 | -1.81 | 10,313 | -5.80 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 5,636 | -24.27 | 305 | -24.00 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 171,405 | -3.45 | 9,264 | -2.92 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 55,658 | -5.29 | 3,008 | -4.78 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 63,596 | -1.50 | 3,437 | -0.95 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 27,336 | -6.82 | 1,478 | -6.34 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 671 | -44.55 | 36 | -44.62 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 25,389 | -1.97 | 1,372 | -1.44 | ||||
| 2026-04-29 | 13F | Raelipskie Partnership | 262,959 | -0.45 | 14,213 | 0.08 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 18,303 | -0.52 | 989 | 0.00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 126,609 | -60.42 | 6,843 | -60.20 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 8,194 | -2.71 | 443 | -2.21 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 703,555 | -3.72 | 41,446 | 2.03 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 191,872 | -1.68 | 10,371 | -1.14 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 7,787 | -4.94 | 421 | -4.55 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 44,061 | -3.24 | 2,381 | -2.70 | ||||
| 2026-05-15 | 13F | Canada Pension Plan Investment Board | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3,134,644 | -0.51 | 169,428 | 0.03 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 10,696 | -9.04 | 578 | -8.54 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 40,441 | -69.18 | 2,186 | -69.02 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 68,092 | -1.56 | 3,680 | -1.02 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 185,917 | -2.31 | 10,049 | -1.79 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 27,853 | -0.46 | 1,505 | 0.07 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 86,466 | -1.37 | 4,673 | -0.85 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 44,171 | -4.55 | 2,387 | -4.02 | ||||
| 2026-04-29 | 13F | Cairn Investment Group, Inc. | 215,017 | -1.95 | 12 | 0.00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 9,876 | -6.99 | 534 | -6.49 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 866,151 | -0.84 | 46,815 | -0.30 | ||||
| 2026-04-16 | 13F | Meadowbrook Advisors Group, LLC | 67,768 | -0.15 | 3,663 | 0.38 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 11,787 | -4.51 | 637 | -3.92 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 54,309 | -0.02 | 2,935 | 0.51 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 38,768 | -3.75 | 2,095 | -3.23 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 94,943 | -1.75 | 5,132 | -1.21 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 8,792 | -17.91 | 475 | -17.39 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 575,857 | -7.69 | 31 | -6.06 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 39,941 | -7.74 | 2,159 | -7.26 | ||||
| 2026-05-06 | 13F | Eq Llc | 4,735 | -2.55 | 256 | -2.30 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 36 | -65.71 | 2 | -80.00 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 97,024 | -5.77 | 5,554 | 0.33 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 57,417 | -2.43 | 3,103 | -1.90 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 3,889 | -0.71 | 210 | 0.00 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 36,914 | -0.75 | 1,995 | -0.25 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 41,560 | -7.13 | 2,246 | -6.61 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 5,390 | -86.61 | 291 | -86.55 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 4,352 | -13.91 | 235 | -13.28 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 644,421 | -1.06 | 34,831 | -0.53 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 89,296 | -7.25 | 4,801 | -7.98 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 45,788 | -1.19 | 2,475 | -0.68 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 30,877 | -1.61 | 1,669 | -1.13 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 5,557 | -76.07 | 300 | -75.96 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 17,053 | -3.81 | 922 | -3.36 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 655,773 | -6.17 | 35,445 | -5.66 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 12,426 | -0.20 | 672 | 0.30 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 6,855 | -25.90 | 371 | -25.55 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 27,889 | -1.15 | 1,507 | -0.59 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 13,323 | -27.34 | 720 | -26.90 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 196 | -26.32 | 11 | -28.57 | ||||
| 2026-01-29 | 13F | UBS Group AG | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Avion Wealth | 51,879 | -8.43 | 3 | -33.33 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 183,337 | -5.83 | 9,909 | -5.32 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 5,923 | -0.13 | 320 | 0.63 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Torrey Growth & Income Advisors | 6,046 | -37.66 | 381 | -26.87 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 6,200 | -1.59 | 335 | -0.89 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 135,607 | -0.40 | 7,330 | 0.14 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 324,182 | -0.64 | 17,474 | -0.37 | ||||
| 2026-05-14 | 13F | Main Management LLC | 52,243 | -38.16 | 3 | -50.00 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 178,843 | -2.84 | 9,695 | -4.10 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 5,010 | -2.32 | 0 | |||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 12,526 | -8.65 | 677 | -8.14 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 13,385 | -9.14 | 723 | -8.60 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 6,500 | -80.77 | 351 | -80.68 | |||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 41,984 | -4.99 | 2,269 | -4.46 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 6,715 | -41.81 | 363 | -41.61 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 6,955 | -9.33 | 376 | -10.93 | ||||
| 2026-04-21 | 13F | Ketron Financial | 8,046 | -0.30 | 435 | 0.23 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 49,652 | -21.47 | 2,684 | -21.04 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 5,506 | -1.04 | 298 | -0.67 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 18,569 | -0.96 | 1,004 | -0.40 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 8,113 | -74.77 | 439 | -76.00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 169,804 | -1.39 | 9,178 | -0.86 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 12,452 | -0.03 | 671 | 0.15 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 265,797 | -0.36 | 14,366 | 0.18 | ||||
| 2026-05-15 | 13F | Keewaydin Investments LLC | 597,222 | -11.69 | 32,280 | -11.21 | ||||
| 2026-05-15 | 13F | Scientech Research LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 55,623 | -0.65 | 3,006 | -0.10 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 12,580 | -1.05 | 680 | -0.59 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 4,251 | -3.93 | 230 | -3.38 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | RDA Financial Network | 6,534 | -0.12 | 353 | 0.57 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 65,430 | -2.37 | 3,536 | -1.86 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 122,346 | -7.06 | 6,577 | -7.78 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 6,378 | -94.20 | 345 | -94.19 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 19,412 | -0.09 | 1,049 | 0.48 | ||||
| 2026-05-07 | 13F | Nordwand Advisors, LLC | 43,301 | -8.07 | 2,340 | -7.58 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 20,932 | -35.46 | 1,131 | -35.11 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 128,451 | -9.38 | 6,943 | -8.90 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 8,476 | -28.90 | 458 | -28.44 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 284,193 | -3.72 | 15,361 | -3.20 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | M&t Bank Corp | 2,480,565 | -0.94 | 134,075 | -0.40 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 100,840 | -0.32 | 5,450 | 0.22 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 25,310 | -2.81 | 1,368 | -2.29 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 26,442 | -4.78 | 1,429 | -4.22 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 37,560 | -0.66 | 2 | 0.00 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 6,151 | -12.40 | 329 | -13.00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 4,183 | -15.60 | 226 | -15.04 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 33,165 | -0.32 | 1,793 | 0.22 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 42,291 | -1.30 | 2,286 | -0.78 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 229,260 | -17.51 | 12,325 | -18.14 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Kilter Group LLC | 1,469 | -1.80 | 79 | -1.25 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 30,356 | -0.03 | 1,641 | 0.49 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 42,583 | -1.12 | 2,302 | -0.60 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 14,956 | -2.54 | 881 | 6.92 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 3,206 | -18.55 | 173 | -18.01 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 18,491 | -0.50 | 999 | 0.00 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 31,671 | -0.72 | 1,712 | -0.18 | ||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 7,258 | -0.58 | 392 | 0.00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 1,397,623 | -4.09 | 75,542 | -3.57 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 5,122 | -11.31 | 277 | -10.97 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 217,066 | -4.36 | 11,732 | -3.84 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 17,215 | -42.69 | 930 | -42.38 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 15,520 | -7.50 | 839 | -6.99 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 37,041 | -2.47 | 2,002 | -1.91 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 25,757 | -9.35 | 1,392 | -8.84 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 10,052 | -1.08 | 543 | -0.55 | ||||
| 2026-05-07 | 13F | Mutual Of America Capital Management Llc | 525,964 | -1.70 | 28,428 | -1.17 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 292,524 | -0.05 | 15,811 | 0.49 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 8,666 | -1.19 | 468 | -0.64 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 9,261 | -2.35 | 501 | -1.77 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 20,592 | -0.06 | 1,113 | 0.45 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 8,359 | -4.35 | 452 | -3.84 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 223,227 | -2.17 | 12,065 | -1.64 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 11,154 | -47.68 | 930 | -18.94 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 10,585 | -0.96 | 572 | -0.35 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 78,542 | -0.33 | 4,245 | 0.21 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 3,764 | -9.67 | 203 | -9.37 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Rogco, Lp | 1,184 | -34.11 | 64 | -34.37 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 44,751 | -8.43 | 2,419 | -7.96 | ||||
| 2026-05-07 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Entrust Financial Llc | 34,863 | -4.25 | 1,884 | -3.73 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 7,460 | -0.94 | 403 | -0.25 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 18,740 | -19.89 | 1,013 | -19.49 | ||||
| 2026-05-08 | 13F | Fire Capital Management LLC | 48,654 | -24.72 | 2,630 | -24.32 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 665 | -95.16 | 36 | -95.26 | ||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Smh Capital Advisors Inc | 415 | -94.60 | 415 | 0.48 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 20,502 | -3.15 | 1,108 | -2.55 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 4,020 | -2.24 | 217 | -1.81 | ||||
| 2026-05-14 | 13F | Prime Buchholz LLC | 252,184 | -2.21 | 13,631 | -1.69 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 75,220 | -3.42 | 4,066 | -2.91 | ||||
| 2026-05-18 | 13F | South Dakota Investment Council | 10,642,001 | -0.81 | 575 | -0.17 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 22,469 | -5.79 | 1,214 | -5.30 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 18,834 | -0.07 | 1,018 | 0.39 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 5 | -98.05 | 0 | -100.00 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1 | -97.22 | 0 | -100.00 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 40,548 | -0.65 | 2,192 | -0.14 | ||||
| 2026-05-12 | 13F | Axos Invest Inc. | 44,898 | -28.20 | 2,427 | -27.82 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 115,517 | -0.34 | 6,244 | 0.19 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 79,708 | -1.28 | 4,308 | -0.74 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 27,484 | -5.75 | 1,486 | -11.02 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Ascent Group, LLC | 110,067 | -2.28 | 5,949 | -1.75 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 13,691 | -8.78 | 740 | -8.19 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 8,643 | -4.38 | 467 | -3.71 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 567,691 | -12.72 | 30,684 | -12.25 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 31,521 | -15.35 | 1,704 | -14.89 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 24,881 | -3.92 | 1,338 | -3.95 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 6,158 | -34.20 | 333 | -34.00 | ||||
| 2026-01-23 | 13F | Stephenson National Bank & Trust | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 8,649 | -91.92 | 468 | -91.88 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 6,820 | -18.03 | 369 | -17.67 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 7,902 | -12.08 | 427 | -11.59 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 26,520 | -8.85 | 1,433 | -8.32 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 5,423 | -31.97 | 293 | -31.54 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 108,385 | -10.23 | 5,858 | -9.74 | ||||
| 2026-05-15 | 13F | Brandes Investment Partners, Lp | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 344,754 | -95.88 | 18,634 | -95.86 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 146,367 | -2.10 | 7,911 | -1.57 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 13,692 | -9.67 | 740 | -9.09 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 30,379 | -12.64 | 1,642 | -12.20 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 982 | -93.19 | 53 | -93.15 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 164,607 | -85.24 | 8,897 | -85.16 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 9,096 | -3.61 | 492 | -3.16 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 30,101 | -13.77 | 1,627 | -13.33 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 98,029 | -0.33 | 5 | 0.00 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100.00 | 0 | |||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 13,738 | -2.23 | 743 | -1.72 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 396,930 | -0.34 | 21,442 | 0.14 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 4,080 | -25.72 | 221 | -25.42 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 39,523 | -2.95 | 2,136 | -2.42 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 57,752 | -0.71 | 3,122 | -0.19 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100.00 | 10,618 | 0.54 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1,075,967 | -20.61 | 58 | -19.44 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 30,730 | -2.32 | 1,661 | -1.83 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 385,513 | -15.79 | 20,837 | -15.34 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 92,936 | -3.13 | 5,023 | -2.60 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 6,047 | -9.71 | 327 | -9.44 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 70,126 | -0.29 | 3,790 | 0.24 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 8,292 | -50.39 | 896 | -0.22 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 8,942 | -37.14 | 483 | -36.78 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 53,522 | -2.13 | 2,893 | -1.60 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 459,218 | -7.16 | 24,821 | -6.66 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 4,507 | -4.65 | 244 | -4.33 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 2,181 | -12.76 | 118 | -12.69 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 23,234 | -91.27 | 1,256 | -91.23 | ||||
| 2026-05-04 | 13F | Innealta Capital, Llc | 31,541 | -23.14 | 1,705 | -22.76 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1,033,930 | -80.38 | 55,884 | -80.27 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 14,203 | -21.20 | 901 | -18.26 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 276,448 | -5.07 | 14,942 | -4.55 | ||||
| 2026-02-10 | 13F | Mcdaniel Terry & Co | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Breakwater Investment Management | 103,851 | -1.43 | 5,613 | -0.90 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 381,766 | -22.69 | 20,634 | -22.27 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 151 | -15.17 | 8 | -11.11 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1,426,926 | -0.51 | 77,125 | 0.03 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 15,759 | -4.91 | 852 | -4.38 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 9,156 | -0.76 | 495 | -0.40 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 15,865 | -1.78 | 858 | -1.27 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 51,682 | -2.59 | 2,793 | -2.07 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 3,948 | -10.66 | 213 | -10.13 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 18,937 | -4.21 | 1,024 | -3.67 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 32,195 | -1.40 | 1,740 | -0.85 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 6,639 | -1.10 | 359 | -0.56 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 4,010 | -4.71 | 217 | -4.42 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,075 | -3.75 | 869 | -3.23 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 48,999 | -3.71 | 2,648 | -3.18 | ||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 78,603 | -39.54 | 4,248 | -39.21 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 106,832 | -5.39 | 5,774 | -4.88 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 461 | -16.94 | 25 | -17.24 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 118,509 | -0.86 | 6,421 | 8.59 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 38,510 | -16.15 | 2,081 | -15.71 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 263,559 | -3.76 | 14,245 | -3.24 | ||||
| 2026-04-28 | 13F | Baxter Bros Inc | 16,719 | -5.61 | 904 | -5.15 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 280,037 | -2.91 | 15 | 0.00 | ||||
| 2026-05-13 | 13F | Fund Advisors of America Inc/FL | 4,058 | -0.56 | 219 | 0.00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 68,790 | -0.11 | 3,718 | 0.43 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 116,459 | -1.13 | 6,295 | -0.60 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 21,532 | -3.74 | 1,164 | -3.24 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 23,589 | -0.72 | 1,275 | -0.23 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 328,894 | -1.38 | 17,829 | -0.56 | ||||
| 2026-04-20 | 13F | Nexus Investment Management ULC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Berkshire Bank | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 76,019 | -3.33 | 4,109 | -2.82 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 34,739 | -1.25 | 1,878 | -0.74 | ||||
| 2026-02-11 | 13F | Twin Tree Management, LP | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-14 | 13F | Seven Mile Advisory | 9,189 | -57.67 | 497 | -57.46 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Accel Wealth Management | 7,249 | -6.36 | 392 | -6.01 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 23,731 | -1.03 | 1,276 | -1.85 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 24,922 | -9.31 | 1,347 | -8.80 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 1,083 | -8.06 | 59 | -7.94 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 16,285 | -3.04 | 880 | -2.44 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 33,624 | -0.15 | 1,817 | 0.39 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 2,493,581 | -2.82 | 134,778 | -2.29 | ||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 118,208 | -36.07 | 6,389 | -35.69 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 8,333 | -24.41 | 450 | -23.99 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Sunpointe, LLC | 4,938 | -6.71 | 267 | -6.34 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 47,476 | -0.85 | 2,874 | 4.85 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 10,336 | -81.11 | 559 | -81.03 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 18,337 | -12.19 | 991 | -11.68 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 29,616 | -17.79 | 1,601 | -17.36 | ||||
| 2026-02-12 | 13F | Peterson Wealth Services | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 8,216 | -1.62 | 444 | -0.89 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 5,656 | -2.18 | 306 | -1.61 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 5,308 | -0.49 | 287 | 0.00 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 5,422 | -2.87 | 293 | -2.33 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 55,463 | -4.39 | 2,998 | -3.88 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 8,466 | -13.44 | 458 | -12.95 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 39,207 | -1.50 | 2,119 | -0.98 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 29,869 | -5.43 | 1,614 | -4.89 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 19,578 | -3.14 | 1,058 | -2.58 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 22,758 | -4.73 | 1,230 | -4.21 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 18,114 | -88.91 | 979 | -88.85 | ||||
| 2026-04-22 | 13F | Gold Investment Management Ltd. | 19,920 | -0.20 | 1,077 | 0.37 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 7,864 | -0.13 | 425 | 0.47 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 14,741 | -25.36 | 797 | -24.98 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Trexquant Investment LP | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 438,544 | -0.28 | 23,703 | 0.26 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 1,999 | -45.58 | 108 | -45.18 | ||||
| 2026-05-14 | 13F | Menora Mivtachim Holdings Ltd. | 226,000 | -3.42 | 12,215 | -2.89 | ||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Entrewealth, Llc | 11,377 | -7.41 | 615 | -12.66 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 42,452 | -10.87 | 2,295 | -10.39 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 76,934 | -0.20 | 4,158 | 0.34 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 88,979 | -0.01 | 4,809 | 0.52 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 60,016 | -3.44 | 3,230 | -6.00 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 823,184 | -21.00 | 44,493 | -20.58 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 386,032 | -3.81 | 20,865 | -3.29 | ||||
| 2026-04-20 | 13F | First American Bank | 21,295 | -2.23 | 1,151 | -1.71 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 182,992 | -19.14 | 9,891 | -18.71 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 3,882 | -4.34 | 210 | -4.13 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 521,152 | -3.52 | 28,168 | -3.00 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 10,074 | -2.28 | 544 | -1.81 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 65,158 | -6.10 | 3,872 | 3.81 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 37,511 | -1.56 | 2,027 | -1.03 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 69,987 | -0.16 | 412 | -0.96 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 351,444 | -1.42 | 18,996 | -0.89 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 115,032 | -3.97 | 6,217 | 4.95 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | Call | 16,600 | -61.21 | 897 | -61.00 | |||
| 2026-05-13 | 13F | Keystone Financial Group | 13,072 | -0.59 | 727 | 2.97 | ||||
| 2026-05-15 | 13F | Wit, Llc | 39,788,338 | -3.13 | 2,150,560 | -2.61 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 151,507 | -0.34 | 8,189 | 0.18 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 17,412 | -4.35 | 941 | -3.78 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 6,126 | -1.00 | 331 | -0.30 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 86,811 | -0.42 | 4,692 | 0.13 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 34,048 | -0.52 | 1,840 | 0.05 | ||||
| 2026-01-15 | 13F | Econ Financial Services Corp | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 4,906 | -2.72 | 266 | -2.21 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | LM Advisors LLC | 3,660 | -1.37 | 68 | -2.90 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 1,975,017 | -0.16 | 106,750 | 0.38 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 124,018 | -1.13 | 6,703 | -0.59 | ||||
| 2026-02-12 | 13F | Douglass Winthrop Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 81,383 | -25.23 | 4,399 | -24.83 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 403 | -54.62 | 22 | -55.32 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 51,306 | -4.13 | 2,773 | -3.61 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 8,760 | -31.30 | 473 | -30.95 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 39,021 | -0.77 | 2,109 | -0.19 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 9,671 | -2.27 | 523 | -1.88 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 127,450 | -5.60 | 6,889 | -5.08 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 11,469 | -25.32 | 620 | -32.64 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 9,571 | -74.75 | 517 | -74.62 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 16,999 | -4.84 | 919 | -4.37 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 15,114 | -1.00 | 817 | -0.49 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 72,808 | -3.15 | 4,276 | 2.35 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 11,027 | -2.44 | 655 | 0.00 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 37,909 | -0.92 | 2,049 | -0.39 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 19,607 | -1.32 | 1,060 | -0.84 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 167,152 | -8.46 | 9,035 | -7.97 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 5,093 | -1.85 | 275 | -1.08 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 919,257 | -0.43 | 49,686 | 0.11 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 18,764 | -0.62 | 1,014 | -0.10 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 283,862 | -0.69 | 15,343 | -0.16 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 4,384 | -97.97 | 255 | -97.90 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 15,716 | -28.70 | 849 | -28.29 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 11,712 | -0.70 | 688 | 6.34 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 412,869 | -0.23 | 22,316 | 0.31 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 25,777 | -89.39 | 1,393 | -89.33 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 211,215 | -1.73 | 12,544 | 8.56 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 9,732 | -1.02 | 526 | -0.38 | ||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 74,749 | -2.96 | 3,918 | -5.45 | ||||
| 2026-05-14 | 13F | Betterment LLC | 53,371,727 | -0.67 | 2,885 | -0.14 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 25,488 | -0.07 | 1,378 | 0.44 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 100,773 | -4.96 | 5,447 | -4.46 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 408,203 | -4.01 | 22,063 | -3.49 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 79,473 | -38.24 | 4,296 | -37.92 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 121,579 | -1.05 | 7 | 0.00 | ||||
| 2026-05-14 | 13F | Broadleaf Partners, LLC | 6,131 | -5.27 | 331 | -4.61 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 944,160 | -9.60 | 51,032 | -9.11 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 15,532 | -1.22 | 840 | -0.71 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 218,728 | -5.52 | 11,822 | -5.01 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 6,061 | -3.07 | 328 | -2.68 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 19,170 | -31.90 | 1,036 | -31.53 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 15,403 | -7.09 | 833 | -6.62 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 12,190 | -0.86 | 659 | -0.45 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 6,121 | -19.90 | 331 | -19.51 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 1,111,830 | -2.27 | 60,094 | -1.74 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 88,832 | -4.84 | 4,801 | -4.32 | ||||
| 2026-05-08 | 13F | Palatine Hill Wealth Management, LLC | 28,459 | -1.31 | 1,538 | -0.77 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 30,577 | -0.76 | 1,653 | -0.24 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 7,876 | -41.08 | 426 | -40.81 | ||||
| 2026-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 11,101 | -3.81 | 600 | -3.39 | ||||
| 2026-04-20 | 13F | Emprise Bank | 9,788 | -0.16 | 529 | 0.38 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 15,888 | -5.33 | 859 | -4.88 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 55,651 | -0.02 | 3,008 | 0.50 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 3,277 | -19.21 | 177 | -18.81 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 1,503,025 | -1.12 | 81,239 | -0.58 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 37,137 | -2.62 | 2,007 | -2.10 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 17,524 | -4.97 | 947 | -4.44 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 26,518 | -3.81 | 1,433 | -3.31 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 683,766 | -6.89 | 36,958 | -6.38 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 10,668 | -6.62 | 577 | -6.19 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 27,359 | -46.32 | 1,479 | -46.04 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 9,118 | -0.38 | 493 | 0.00 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 26,357 | -11.72 | 1,425 | -11.28 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1,251,138 | -5.54 | 67,624 | -5.03 | ||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | S&t Bank/pa | 230 | -54.46 | 12 | -55.56 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 3,184,133 | -5.67 | 172,102 | -5.21 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 5,623 | -0.20 | 319 | 2.24 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 21,884 | -69.35 | 1,183 | -69.20 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 4,563 | -2.08 | 268 | 0.38 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 238 | -26.77 | 13 | -29.41 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 63,457 | -64.04 | 3,430 | -63.85 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 7,787 | -0.38 | 421 | 0.00 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 24,688 | -4.28 | 1,334 | -5.59 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 198 | -49.62 | 11 | -52.38 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 6,489 | -11.51 | 351 | -11.17 | ||||
| 2026-05-14 | 13F | Ahara Advisors LLC | 3,858 | -13.32 | 209 | -12.97 | ||||
| 2026-04-20 | 13F | Strong Retirement Solutions LLC | 115,439 | -4.47 | 6,239 | -3.96 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 26,915 | -14.43 | 1,455 | -13.96 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 34,563 | -1.10 | 1,868 | -0.53 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 7,242 | -6.55 | 391 | -6.01 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 155,045 | -1.75 | 8,380 | -1.21 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 193,986 | -5.07 | 10,485 | -4.56 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | Cromwell Holdings LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Field & Main Bank | 785 | -14.67 | 42 | -14.29 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 9,455 | -98.21 | 511 | -3.40 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 202,972 | -0.02 | 11 | 0.00 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 37,274 | -18.59 | 2,015 | -18.16 | ||||
| 2026-05-04 | 13F | Camden National Bank | 4,867 | -4.25 | 263 | -3.66 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 98,697 | -8.22 | 5,335 | -7.72 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 13,311 | -2.23 | 719 | -1.64 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 5,019 | -0.04 | 296 | 2.79 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 5,915 | -0.08 | 320 | 0.31 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Navalign, LLC | 37,579 | -1.15 | 2,031 | -0.59 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 111,080 | -2.79 | 6,004 | -2.26 | ||||
| 2026-04-08 | 13F | Woodstock Corp | 120,417 | -0.12 | 6,509 | 0.42 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 77,830 | -1.62 | 4,207 | -1.11 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 77,189 | -23.09 | 4,172 | -22.67 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 87,657 | -1.19 | 4,738 | -0.67 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 1,544 | -2.53 | 83 | -2.35 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 198,889 | -0.36 | 10,750 | 0.17 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 172,320 | -1.15 | 9,314 | -0.63 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 5,216 | -0.65 | 282 | -0.35 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 133 | -94.50 | 0 | -100.00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 460,249 | -7.92 | 24,876 | -7.42 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 4,103 | -14.41 | 222 | -14.01 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 32,799 | -12.31 | 1,773 | -11.84 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 42,717 | -1.26 | 2,309 | -0.73 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 1,730,259 | -54.88 | 90,700 | -56.04 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 17,220 | -1.69 | 931 | -1.17 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 30,611 | -1.43 | 1,655 | -0.90 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 35,496 | -3.73 | 1,919 | -3.23 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 31,516 | -5.80 | 1,694 | -6.51 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 74,112 | -23.42 | 4,006 | -23.01 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 9,527 | -4.12 | 515 | -3.75 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 13,364 | -3.75 | 722 | -3.35 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 13,125 | -0.63 | 709 | -0.14 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 28,297 | -4.70 | 1,529 | -4.20 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 210,739 | -1.37 | 11,390 | -0.84 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 82,846 | -6.11 | 4,478 | -5.61 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 218,176 | -18.85 | 11,792 | -18.41 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 13,035 | -0.08 | 705 | 0.43 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 7,607 | -9.04 | 411 | -8.46 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 35,294 | -1.80 | 1,913 | -0.98 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 35,367 | -4.92 | 1,912 | -4.40 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 743,008 | -10.67 | 40,160 | -10.19 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 11,090 | -5.86 | 599 | -5.37 | ||||
| 2026-05-18 | 13F | Wilson & Boucher Capital Management, LLC | 34,676 | -0.29 | 1,874 | 0.27 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 9,990 | -2.31 | 540 | -1.82 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 20,114 | -98.05 | 1,087 | -98.04 | ||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 6,235 | -79.22 | 336 | -80.75 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 387,370 | -1.79 | 21,034 | -0.80 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 70,851 | -3.85 | 3,829 | -3.33 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 94,719 | -0.39 | 5,120 | 0.14 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 496,677 | -1.03 | 26,845 | -0.50 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 5,536 | -0.38 | 299 | 0.34 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 12,874 | -7.37 | 696 | -6.96 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 19,176 | -3.74 | 1,036 | -3.18 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 3,827 | -21.04 | 207 | -20.77 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 37,133 | -4.41 | 2,007 | -3.88 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 4,157 | -0.81 | 225 | -0.44 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 8,034 | -1.17 | 434 | -0.69 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 5,610 | -10.63 | 303 | -10.09 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 158,096 | -3.49 | 8,545 | -2.97 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 19,896 | -0.13 | 1,075 | 0.47 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 37,681 | -0.54 | 2,037 | 0.00 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 10,772 | -16.36 | 582 | -15.90 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 195 | -70.14 | 11 | -71.43 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 32,644 | -4.53 | 1,764 | -4.03 | ||||
| 2026-02-17 | 13F | Capital Fund Management S.a. | Put | 0 | -100.00 | 0 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 13,954 | -17.66 | 754 | -17.23 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 102,252 | -2.10 | 5,527 | -1.57 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 57,025 | -12.39 | 3,082 | -11.92 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 43,913 | -2.26 | 2,374 | -1.74 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 7,965 | -0.04 | 428 | -0.70 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 103,208 | -1.23 | 5,578 | -0.69 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 64,813 | -0.75 | 3,503 | -0.20 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 29,037 | -3.44 | 1,569 | -2.91 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 26,955 | -0.81 | 1,457 | -0.27 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 496,591 | -53.21 | 27 | -54.39 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 5,062 | -1.36 | 274 | -0.73 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 7,695 | -0.06 | 416 | 0.48 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 6,178 | -3.32 | 334 | -2.92 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 7,005 | -3.02 | 367 | -7.32 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 15,422 | -9.14 | 834 | -1.65 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 363,260 | -0.46 | 19,638 | 0.11 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 9,871 | -0.50 | 534 | 0.00 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 69,924 | -0.76 | 3,779 | -0.21 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 25,465 | -6.92 | 1,376 | -6.39 | ||||
| 2026-04-07 | 13F | Eastern Bank | 41,571 | -1.74 | 2,247 | -1.23 | ||||
| 2026-05-11 | 13F | Knights of Columbus Asset Advisors LLC | 3,110 | -6.80 | 168 | -6.15 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 8,606 | -9.77 | 465 | -9.18 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 26,951 | -0.27 | 1,457 | 0.28 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 4,400 | -78.00 | 238 | -77.95 | |||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 161,661 | -1.56 | 8,738 | -1.03 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 6,899 | -3.83 | 375 | -2.86 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 67,825 | -8.68 | 3,666 | -8.21 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 4,179 | -18.49 | 226 | -18.18 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 11,198,195 | -1.06 | 602,016 | -1.83 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 11,431 | -15.20 | 618 | -14.78 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 8,851 | -31.08 | 478 | -30.72 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 31,907 | -3.33 | 1,725 | -2.82 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 26,659 | -2.65 | 1,441 | -2.17 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 25 | -98.77 | 1 | -99.07 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 21,319 | -17.35 | 1,152 | -16.88 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 26,295 | -0.37 | 1,414 | -1.26 | ||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 51,778 | -0.86 | 2,799 | -0.32 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 49,290 | -5.11 | 2,664 | -4.58 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1,750,756 | -1.04 | 94,628 | -0.51 | ||||
| 2026-05-12 | 13F | Creative Planning | 18,221,206 | -0.87 | 984,856 | -0.33 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4,698 | -96.60 | 0 | -100.00 | ||||
| 2026-04-28 | 13F/A | First Citizens Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 1 | -97.87 | 0 | -100.00 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 29,589 | -0.98 | 1,599 | -0.44 | ||||
| 2026-04-21 | 13F | SWS Partners | 103,217 | -0.87 | 5,579 | -0.34 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 50,821 | -1.36 | 2,747 | -0.83 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 11,911 | -78.75 | 644 | -78.66 | ||||
| 2026-05-12 | 13F | Ramirez Asset Management, Inc. | 2,402 | -30.30 | 130 | -30.27 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | TFC Financial Management | 4,655 | -11.75 | 252 | -11.31 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 10,419 | -8.87 | 563 | -8.31 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Gainplan LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 11,017 | -4.45 | 595 | -3.88 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 471,655 | -1.23 | 25,493 | -0.70 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 4,419 | -1.76 | 239 | -1.24 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 104,972 | -1.24 | 5,674 | -0.70 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 72,218 | -9.12 | 3,903 | -8.62 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Security Benefit Life Insurance Co /ks/ | 23,500 | -15.47 | 1,270 | -14.99 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 16,141 | -0.54 | 872 | 0.00 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 17,600 | -1.30 | 951 | -0.73 | ||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 4,211 | -0.47 | 228 | 0.00 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 236,054 | -2.39 | 12,759 | -1.87 | ||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 16,280 | -17.87 | 880 | -17.46 | ||||
| 2026-02-13 | 13F | Kennicott Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 24,582 | -0.34 | 1,329 | 0.15 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 4,210 | -2.77 | 228 | -2.16 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 4,935 | -1.44 | 267 | -1.12 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 536,562 | -4.21 | 29,001 | -3.69 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 323 | -0.92 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 264,541 | -2.12 | 14,298 | -1.59 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 28,019 | -0.78 | 1,514 | -0.26 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 141,185 | -3.70 | 7,631 | -3.17 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | F/M Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 458,209 | -77.30 | 24,761 | -77.18 | ||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Beacon Financial Group | 295,599 | -22.80 | 15,977 | -22.39 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 139,046 | -0.92 | 7,515 | -0.38 | ||||
| 2026-01-22 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 0 | -100.00 | 0 | |||||
| 2026-06-04 | 13F | Town Capital LLC | 10,060 | -14.23 | 544 | -13.81 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 301,025 | -1.41 | 16,270 | -0.88 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 92,964 | -3.04 | 5,025 | -2.52 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 45,855 | -4.41 | 2,478 | -3.88 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 123,762 | -0.23 | 6,689 | 0.31 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 47,824 | -0.45 | 2,585 | -5.42 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 602,595 | -0.03 | 32,570 | 0.51 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 13,109 | -1.81 | 709 | -1.26 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 4,844 | -2.22 | 262 | -1.88 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 10,227 | -34.49 | 553 | -34.21 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 12,064 | -2.71 | 652 | -2.10 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 14,364 | -2.53 | 776 | -2.02 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 370,509 | -0.17 | 20,026 | 0.37 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 7,826 | -0.08 | 423 | 0.24 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 62,973 | -1.60 | 3,404 | -1.08 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 339,382 | -6.15 | 18,344 | -5.64 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 11,913 | -10.84 | 644 | -10.45 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 18,911 | -7.54 | 1,022 | -7.01 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 305,861 | -0.46 | 16,532 | 0.08 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 28,402 | -0.04 | 1,535 | 0.52 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 40,622 | -15.48 | 2,196 | -15.02 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 84,267 | -3.35 | 4,555 | -2.84 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 23,809 | -69.81 | 1,287 | -69.67 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 310,361 | -38.10 | 16,775 | -37.77 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Matrix Trust Co | 753,184 | -0.29 | 41 | 0.00 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 34,596 | -19.00 | 1,870 | -18.60 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 5,068 | -5.39 | 274 | -5.21 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 6,351 | -3.16 | 343 | -2.56 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 17,997 | -2.37 | 973 | -54.45 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 84,168 | -1.88 | 4,549 | -1.34 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 12,834 | -1.31 | 694 | -0.86 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 2,913,486 | -5.32 | 157,474 | -4.81 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 21,994 | -0.74 | 1,189 | -0.25 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Call | 106,500 | -64.45 | 5,756 | -64.26 | |||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 37,566 | -8.01 | 2,030 | -7.52 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 42,921,174 | -6.67 | 2,319,889 | -6.16 | ||||
| 2026-02-17 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 212,245 | -3.18 | 11,472 | -2.66 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 14,242 | -23.47 | 770 | -23.10 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 8,538,804 | -2.15 | 455,324 | -2.95 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 412,065 | -0.52 | 22,272 | 0.01 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 5,055 | -30.68 | 273 | -30.36 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 350,050 | -0.70 | 18,920 | -0.17 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 33,924 | -5.02 | 1,834 | -4.53 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 7,068 | -2.21 | 382 | -7.06 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 9,853 | -51.07 | 533 | -50.83 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 182,843 | -1.66 | 9,883 | -1.13 | ||||
| 2026-05-08 | 13F | AAFCPAs Wealth Management, LLC | 4,840 | -2.42 | 262 | -1.88 | ||||
| 2026-04-16 | 13F | Friday Financial | 29,114 | -0.73 | 1,574 | -0.19 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 5,272 | -3.51 | 285 | -3.07 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 9,431 | -1.75 | 510 | -3.23 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 75,710 | -10.86 | 3,969 | -13.10 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 10,725 | -13.68 | 580 | -13.19 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 15,575 | -0.06 | 842 | 0.48 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 114,007 | -0.87 | 6,162 | -0.32 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 50,288 | -2.97 | 2,716 | -2.51 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 36,916 | -1.14 | 1,995 | -0.60 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 42,713 | -0.02 | 2,309 | 0.52 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 12,184 | -0.42 | 659 | 0.15 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 38,684 | -12.08 | 2,091 | -11.63 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 13,895 | -12.81 | 751 | -12.27 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 7,997 | -2.15 | 432 | -1.59 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 10,119 | -8.99 | 547 | -8.54 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 52,359 | -85.38 | 2,830 | -85.30 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 2,422 | -6.41 | 131 | -6.47 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 25,850 | -0.57 | 1,560 | 3.17 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 3,750 | -15.22 | 203 | -14.77 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 544 | -38.18 | 29 | -38.30 | ||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 29,249 | -0.14 | 1,581 | 0.38 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 214,001 | -0.63 | 11,567 | -0.10 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 16,867 | -3.07 | 1 | |||||
| 2026-01-28 | 13F | Dentgroup LLC | 17,287 | -2.54 | 929 | -3.33 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 3,710 | -2.42 | 201 | -1.96 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 14,783 | -5.03 | 799 | -4.43 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 17,628 | -6.23 | 953 | -5.74 | ||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 7,952 | -11.42 | 430 | -11.00 | ||||
| 2026-04-29 | 13F | Burney Co/ | 63,539 | -10.44 | 3,434 | -9.96 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 79,190 | -7.74 | 4,280 | -7.24 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 655,215 | -0.90 | 35,414 | -0.36 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 10,547 | -2.19 | 570 | -1.55 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 16,343,095 | -0.82 | 883,344 | -0.29 |
