Institutionelt og fondsejerskab - Sælgere
Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 272.542 | -2,92 | 58.234 | -1,39 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 56.031 | -5,28 | 11.972 | -3,77 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 14.973 | -11,33 | 3.199 | -9,94 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 1.000 | -91,18 | 214 | -91,06 | ||||
| 2026-05-08 | 13F | Legal & General Group Plc | 10.557 | -47,53 | 2.220 | -47,84 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 7.028 | -11,64 | 1.502 | -10,28 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 338.727 | -18,00 | 72.376 | -16,71 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 12.819 | -10,41 | 2.739 | -9,01 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 361.067 | -0,29 | 77.149 | 1,29 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 170.307 | -28,95 | 36.389 | -27,83 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 30.747 | -1,31 | 6.570 | 0,24 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 1.638 | -4,38 | 350 | -3,06 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 18.925 | -3,89 | 4.044 | -2,39 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9.422 | -89,40 | 2.013 | -89,24 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 7.528 | -1,79 | 1.609 | -0,25 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 31.233 | -0,19 | 6.674 | 1,38 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 1.185 | -3,66 | 253 | -1,94 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 56.139 | -15,04 | 11.995 | -13,69 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 7.842 | -1,63 | 1.676 | -0,06 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 59.121 | -0,65 | 12.632 | 0,93 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 4.725 | -19,62 | 1.010 | -18,37 | ||||
| 2026-05-06 | 13F | Fiduciary Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 10.312 | -16,89 | 2.203 | -15,56 | ||||
| 2026-05-14 | 13F | Ariel Investments, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 7.792 | -3,38 | 1.665 | -1,89 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 11.469 | -2,82 | 2.451 | -1,29 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 2.591 | -3,64 | 554 | -2,12 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Independent Family Office, LLC | 84.665 | -2,58 | 18.090 | -1,04 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 1.914 | -22,85 | 409 | -21,69 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 16.205 | -0,41 | 3.463 | 1,17 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.465.808 | -23,51 | 313.200 | -22,30 | ||||
| 2026-05-14 | 13F | Natixis | 2 | -99,97 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 800.890 | -2,82 | 171.127 | -1,28 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 156.964 | -2,23 | 33 | -3,03 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2.862 | -20,63 | 612 | -19,39 | ||||
| 2026-05-11 | 13F | Vulcan Value Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2.708 | -23,91 | 579 | -22,73 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 16.455 | -4,04 | 3.516 | -2,52 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.098.501 | -12,14 | 234.717 | -10,75 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 1.272 | -5,64 | 272 | -4,24 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 14.128 | -1,98 | 3.019 | -0,43 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 15.569 | -26,01 | 3.327 | -24,85 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.217.909 | -12,70 | 473.900 | -11,32 | ||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 24.897 | -0,39 | 5.320 | 1,18 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 9.635 | -1,21 | 2.059 | 0,34 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 11.752 | -0,44 | 2.511 | 1,17 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5.838 | -42,31 | 1.248 | -41,40 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 10.822 | -2,64 | 2.276 | 0,62 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 14.684 | -3,25 | 3.138 | -1,72 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 19.898 | -27,15 | 4.252 | -26,01 | ||||
| 2026-01-29 | 13F | Advantage Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 1.397 | -10,33 | 298 | -8,87 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 2.566 | -20,14 | 548 | -18,81 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 326 | -55,34 | 75 | -53,12 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 6.806 | -5,45 | 1.454 | -3,96 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 1.220 | -18,67 | 0 | |||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 1.135 | -1,22 | 242 | 0,41 | ||||
| 2026-05-13 | 13F | Fiduciary Family Office, Llc | 10.380 | -6,80 | 2.218 | -5,34 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Ridgecrest Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 1.959 | -45,31 | 419 | -44,49 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 806.760 | -23,40 | 172.380 | -22,19 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 3.843 | -3,13 | 821 | -1,56 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 39.521 | -28,73 | 8.444 | -27,60 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 16.027 | -6,34 | 3.425 | -4,86 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 13.373 | -4,40 | 2.857 | -2,89 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 1.116 | -19,01 | 238 | -17,65 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 4.774 | -5,32 | 1.020 | -3,77 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 4.248 | -3,39 | 908 | -1,84 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 43.380 | -3,47 | 9.269 | -1,95 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 221 | -25,34 | 47 | -24,19 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 3.647 | -82,68 | 779 | -82,41 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 19.632 | -0,50 | 4.195 | 1,06 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 781.926 | -3,99 | 165.961 | -3,15 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 1.682 | -5,51 | 359 | -4,01 | ||||
| 2026-04-29 | 13F | Invested Advisors | 13.005 | -12,92 | 2.779 | -11,56 | ||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 2.496 | -10,28 | 533 | -8,89 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 31.478 | -2,62 | 6.726 | -1,09 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 17.260 | -7,64 | 3.688 | -6,18 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 2.263 | -38,08 | 484 | -37,11 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Thomasville National Bank | 5.761 | -5,51 | 1.212 | -2,42 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 100 | -50,00 | 21 | -50,00 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 48.264 | -1,18 | 10.313 | 0,39 | ||||
| 2026-04-06 | 13F | CX Institutional | 120.940 | -48,81 | 26 | -48,98 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 34.885 | -0,05 | 7.454 | 1,53 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 4.863 | -0,82 | 1.039 | 0,78 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 3.998 | -0,47 | 854 | 1,18 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 2.819 | -3,95 | 602 | -2,43 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 1.345 | -2,61 | 287 | -1,03 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 401.072 | -11,91 | 85.697 | -10,51 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 3.902 | -89,36 | 834 | -89,20 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 5.307 | -33,32 | 1.134 | -32,32 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 1.797 | -14,79 | 384 | -13,54 | ||||
| 2026-05-14 | 13F | Campion Asset Management LLC | 1.419 | -0,56 | 303 | 1,00 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 1.158 | -6,39 | 247 | -5,00 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 395.176 | -1,83 | 84.437 | -0,28 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.014.746 | -14,94 | 1.071.501 | -13,60 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 8.354 | -0,32 | 1.785 | 1,31 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 4 | -50,00 | 1 | -100,00 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 3.622 | -3,28 | 774 | -1,78 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 126.075 | -0,13 | 27 | 0,00 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 9.494 | -4,38 | 2.029 | -2,87 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 180.495 | -2,36 | 38.569 | -0,82 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 14.016 | -4,26 | 2.995 | -2,76 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 45.178 | -3,78 | 9.653 | -2,26 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 48.833 | -13,80 | 10.434 | -12,44 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 964 | -0,52 | 206 | 0,99 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 3.234 | -0,68 | 691 | 1,02 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 19.117 | -2,04 | 4.085 | -0,51 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 2.142 | -1,74 | 458 | -0,22 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 3.584 | -4,27 | 766 | -2,80 | ||||
| 2026-04-29 | 13F | Renasant Bank | 1.923 | -53,61 | 411 | -52,93 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 74.115 | -1,14 | 15.836 | 0,42 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 93.480 | -2,76 | 19.974 | -1,22 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 10.207 | -1,85 | 2.181 | -0,32 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 2.333 | -5,55 | 498 | -4,05 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 16.244 | -0,49 | 3.471 | 1,08 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 12.235 | -0,61 | 2.614 | 0,97 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 15.612 | -77,00 | 3.336 | -76,64 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.084 | -3,02 | 445 | -1,55 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 6.107 | -0,89 | 1.305 | 0,62 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 108 | -71,73 | 23 | -71,25 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 17.887 | -8,13 | 3.822 | -6,67 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 4.008 | -4,66 | 856 | -3,17 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Wakefield Asset Management LLLP | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4.579 | -3,98 | 978 | -2,49 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 1.437 | -21,00 | 307 | -19,63 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.941 | -7,97 | 415 | -6,55 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 1.035 | -4,61 | 221 | -3,07 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 855 | -0,35 | 183 | 1,11 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 61.091 | -15,53 | 12.850 | -5,58 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 4.457 | -18,33 | 952 | -17,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 29.130 | -0,09 | 6.224 | 1,50 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 508 | -39,38 | 109 | -40,44 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 2.061 | -28,59 | 440 | -27,51 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 3.382 | -1,57 | 723 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 89.100 | -25,56 | 19.038 | -24,39 | |||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Adirondack Trust Co | 5.368 | -1,27 | 1.147 | 0,26 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 6.782 | -1,64 | 1.449 | -0,07 | ||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 1.147 | -81,20 | 245 | -80,90 | ||||
| 2026-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 123.764 | -15,82 | 26 | -13,33 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 343.631 | -5,19 | 86.983 | 14,10 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 6.664 | -0,03 | 1.424 | 1,50 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 4.180 | -44,25 | 893 | -43,37 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 27.540 | -2,50 | 5.884 | -0,96 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 8.215 | -1,20 | 1.755 | 0,40 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 10.772 | -1,02 | 2.302 | 0,52 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 7.841 | -0,11 | 1.675 | 1,45 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 45 | -2,17 | 10 | 0,00 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 14.846 | -1,03 | 3.172 | 0,54 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 582.984 | -6,15 | 124.586 | -4,66 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4.620 | -2,82 | 987 | -1,20 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 92.391 | -4,57 | 19.741 | -3,05 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 3.188 | -4,41 | 681 | -2,85 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 4.434 | -16,23 | 947 | -14,91 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 1.560 | -1,76 | 333 | -0,30 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Tls Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | InvesTrust | 9.589 | -2,36 | 2.049 | -0,82 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 92.753 | -66,30 | 19.819 | -65,76 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 61.253 | -1,58 | 13.088 | -0,03 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 2.714 | -2,62 | 580 | -1,19 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 2.490 | -4,27 | 532 | -2,74 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 124.484 | -2,88 | 26.598 | -1,35 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3.848 | -0,23 | 822 | 1,36 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 3.650 | -1,93 | 780 | -0,26 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 41.520 | -0,37 | 8.872 | 1,19 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 10.056 | -4,19 | 2.149 | -2,67 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.329 | -2,71 | 284 | -1,39 | ||||
| 2026-04-14 | 13F | Legacy Trust | 4.285 | -17,17 | 916 | -15,90 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 5.533 | -0,09 | 1.182 | 1,55 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 50.036 | -18,50 | 10.691 | -17,21 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 24.835 | -36,69 | 5.307 | -35,68 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 2.675 | -1,91 | 572 | -0,35 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 7.578 | -0,46 | 1.619 | 1,12 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 3.126 | -41,21 | 668 | -40,34 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 53.950 | -0,54 | 11.527 | 1,03 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 3.683 | -1,15 | 787 | 0,38 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 478.153 | -10,04 | 102.163 | -8,61 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 120.044 | -13,22 | 25.650 | -11,84 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 6.774 | -0,82 | 1.447 | 0,77 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 1.334 | -0,37 | 285 | 1,42 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 3.793 | -0,58 | 810 | 1,00 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 69.384 | -69,48 | 14.825 | -69,00 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 1.777 | -11,11 | 380 | -9,76 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 77.306 | -0,91 | 18.106 | 10,33 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 178.071 | -3,93 | 40.449 | 3,74 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Bath Savings Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 7.361 | -26,13 | 1.573 | -25,00 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 1.849 | -24,53 | 395 | -23,30 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 94.820 | -58,40 | 20.260 | -57,74 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 12.555 | -8,39 | 2.683 | -6,94 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 35.291 | -1,64 | 7.541 | -0,09 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 17.333 | -8,54 | 3.936 | -1,28 | ||||
| 2026-05-14 | 13F | Wind River Trust Co | 231.399 | -0,99 | 49.443 | 0,58 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 190.065 | -3,54 | 40.611 | 1,24 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 3.178 | -10,23 | 679 | -8,74 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 4.712 | -3,16 | 1.007 | -1,66 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3.105 | -29,70 | 663 | -28,63 | ||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 10.892 | -0,40 | 2.327 | 1,17 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 3.029 | -42,07 | 647 | -41,13 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 19.626 | -22,64 | 4 | -20,00 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 28.400 | -6,51 | 6.068 | -5,02 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 19.223 | -1,61 | 4.107 | -0,05 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 257.253 | -3,88 | 54.967 | -2,35 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 1.557 | -7,60 | 333 | -6,21 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 5.483 | -4,19 | 1.171 | -2,66 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 5.404 | -1,71 | 1.155 | -0,17 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 46.184 | -3,03 | 9.868 | -1,49 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Jasper Ridge Partners, L.P. | 2.467.155 | -2,28 | 527.157 | -0,73 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 49.753 | -7,63 | 10.631 | -6,17 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 4.844 | -6,12 | 1.035 | -4,70 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 13.289 | -2,78 | 2.839 | -1,25 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 13.536 | -1,55 | 2.892 | 0,03 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 1.959 | -10,01 | 419 | -8,53 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 469.622 | -3,89 | 100.344 | -2,37 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Ewa, Llc | 1.525 | -1,10 | 326 | 0,31 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 3.416 | -11,02 | 730 | -9,67 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 21.387 | -18,95 | 4.570 | -17,68 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 6.265 | -0,22 | 1.318 | 3,05 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 24.793 | -1,62 | 5.298 | -0,08 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 33.924 | -3,69 | 7.249 | -2,16 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 6.085 | -25,75 | 1.300 | -24,55 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 3.631 | -11,16 | 776 | -9,78 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 17.773 | -0,87 | 3.798 | 0,69 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 206.484 | -0,66 | 44.119 | 0,91 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 24.379 | -1,16 | 5.209 | 0,42 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 22.119 | -2,74 | 4.726 | -1,19 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 47.316 | -4,28 | 10.110 | -2,77 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 12.987 | -2,85 | 2.775 | -1,32 | ||||
| 2026-05-01 | 13F | American Trust | 8.263 | -4,13 | 1.766 | -2,59 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 336.524 | -0,63 | 72 | 0,00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 2.205 | -90,88 | 471 | -90,74 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 4.150 | -13,47 | 887 | -12,10 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 6.604 | -1,96 | 1.386 | -2,19 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 25.293 | -21,24 | 5.404 | -19,99 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 52.828 | -10,56 | 11.288 | -9,15 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 272.858 | -16,31 | 58 | -14,71 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 103.527 | -29,72 | 22.121 | -28,61 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Andina Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 1.154 | -2,29 | 247 | -0,81 | ||||
| 2026-05-11 | 13F | Commerce Bank | 706.802 | -2,56 | 151.022 | -1,02 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 110.516 | -4,37 | 23.614 | -2,86 | ||||
| 2026-05-01 | 13F | Citizens Business Bank | 1.625 | -10,96 | 347 | -9,40 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 17.958 | -5,38 | 3.837 | -3,88 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 6.221 | -5,23 | 1.329 | -3,70 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 4.244 | -2,12 | 907 | -0,66 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 315.598 | -1,52 | 67.434 | 0,03 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 140.276 | -20,83 | 29.973 | -19,58 | ||||
| 2026-04-30 | 13F | Kornitzer Capital Management Inc /ks | 4.925 | -4,18 | 1.052 | -2,68 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 5.780 | -5,17 | 1.235 | -3,67 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 5.766 | -6,55 | 1.232 | -5,01 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 15.633 | -1,76 | 3.340 | -0,21 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 1.897 | -6,14 | 405 | -4,71 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 4.113 | -6,27 | 879 | -4,77 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 18.585 | -2,76 | 3.971 | -1,22 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Berman McAleer LLC | 68.311 | -2,18 | 14.596 | -0,63 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 3.842 | -2,59 | 821 | -1,09 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 11.952 | -0,07 | 2.554 | 1,51 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 21.152 | -41,34 | 4.519 | -40,41 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 222 | -0,45 | 48 | 2,17 | ||||
| 2026-02-13 | 13F | Beutel, Goodman & Co Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 22.851 | -1,79 | 4.806 | 1,48 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 3.548 | -6,39 | 758 | -4,89 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 1.155 | -5,94 | 247 | -4,65 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 1.166 | -13,82 | 249 | -12,32 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 73.831 | -2,28 | 15.775 | -0,73 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 4.165 | -1,77 | 890 | -0,22 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 6.569 | -0,15 | 1.404 | 1,45 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 6.517 | -1,66 | 1.392 | -0,07 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 9.664 | -24,58 | 2.065 | -23,41 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 10 | -9,09 | 2 | 0,00 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 36.875 | -3,29 | 7.879 | -1,76 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 58.701 | -8,70 | 12.543 | -7,25 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 1.128 | -29,01 | 241 | -27,84 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 9.527 | -1,00 | 2.036 | 0,54 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 12.639 | -5,83 | 2.701 | -4,36 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 709 | -16,98 | 151 | -15,64 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 12.998 | -83,77 | 2.777 | -83,66 | ||||
| 2026-02-17 | 13F | Parallax Volatility Advisers, L.P. | Put | 0 | -100,00 | 0 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 89.963 | -1,26 | 19.222 | 0,30 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Catherine Avery Investment Management LLC | 370 | -37,50 | 79 | -36,29 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 30.371 | -39,44 | 6.388 | -37,43 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 6.245 | -1,22 | 1.334 | 0,38 | ||||
| 2026-05-07 | 13F | First National Trust Co | 4.278 | -36,88 | 914 | -35,86 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 2.361 | -1,67 | 504 | -0,20 | ||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 10.198 | -1,88 | 2.179 | -0,37 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 22.295 | -0,70 | 4.764 | 0,87 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 5.684 | -3,63 | 1.214 | -2,10 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 12.082 | -46,78 | 2.582 | -45,95 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 12.840 | -36,59 | 2.744 | -35,60 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 3.083 | -4,67 | 663 | -2,65 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 137.184 | -0,91 | 29.312 | 0,66 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 879 | -0,57 | 188 | 1,08 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 742 | -3,01 | 159 | -1,25 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 3.522 | -2,25 | 753 | -0,66 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 17.718 | -0,51 | 3.786 | 1,07 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 160.626 | -0,03 | 34.321 | 1,56 | ||||
| 2026-05-04 | 13F | Hourglass Capital, Llc | 1.039 | -83,61 | 222 | -83,35 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 9.912 | -0,13 | 2.118 | 1,44 | ||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 4.257 | -6,56 | 910 | -5,11 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 1.983 | -70,48 | 424 | -70,04 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 7.130 | -5,87 | 1.523 | -4,39 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 69.270 | -28,81 | 14.801 | -27,68 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 30.745 | -4,45 | 6.569 | -2,93 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 1.324 | -4,54 | 283 | -3,09 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 34.408 | -10,89 | 7.352 | -9,49 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 1.925 | -0,26 | 411 | 1,48 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 3.519 | -18,52 | 752 | -17,29 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 1.690 | -17,36 | 361 | -16,05 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 40.737 | -3,39 | 8.704 | -1,86 | ||||
| 2026-05-15 | 13F | BlueCrest Capital Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 3.552 | -8,81 | 759 | -7,45 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3.078 | -6,47 | 658 | -5,06 | ||||
| 2026-04-24 | 13F | United Community Bank | 492 | -14,43 | 105 | -12,50 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 50.706 | -1,59 | 10.834 | -0,04 | ||||
| 2026-05-11 | 13F | Boston Partners | 202.352 | -26,13 | 43.292 | -25,90 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 4.388 | -17,02 | 938 | -15,74 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 1.178 | -98,07 | 252 | -98,04 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 24.113 | -0,52 | 5.152 | 1,06 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.726.024 | -7,27 | 363.052 | 95.945,24 | ||||
| 2026-01-21 | 13F | Tarbox Family Office, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 4.448 | -6,55 | 950 | -5,09 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 1.495 | -4,78 | 319 | -3,33 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 35.731 | -1,91 | 7.635 | -0,35 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 22.713 | -1,58 | 4.853 | -0,02 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 3.403 | -0,18 | 727 | 1,54 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 2.561 | -0,04 | 547 | 1,67 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 176.389 | -1,33 | 37.689 | 0,23 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 309 | -35,62 | 66 | -34,00 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 4.521 | -1,91 | 966 | -0,31 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 9.031 | -1,10 | 1.930 | 0,47 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 146.708 | -12,67 | 31.347 | -11,29 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 15.274 | -3,34 | 3.264 | -1,81 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 2.022 | -42,69 | 432 | -41,78 | ||||
| 2026-05-06 | 13F | Tandemgrowth Financial Advisors Llc | 1.098 | -2,23 | 235 | -0,85 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 7.245 | -8,52 | 1.607 | -7,38 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 5.069 | -22,03 | 1.089 | -20,34 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Sentinus, LLC | 1.202 | -37,95 | 257 | -37,10 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 3.054 | -2,61 | 652 | -1,06 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 965 | -4,17 | 206 | -2,37 | ||||
| 2026-02-17 | 13F | Balyasny Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 2.012 | -9,12 | 430 | -7,74 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 8.019.224 | -4,74 | 1.713.468 | -3,23 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 21.784 | -12,70 | 4.655 | -11,32 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 55.818 | -0,50 | 11.927 | 1,08 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 19.325 | -0,25 | 4.129 | 1,35 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 1.083 | -1,55 | 231 | 0,00 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Elliott Investment Management L.P. | Put | 1.000.000 | -64,29 | 213.670 | -63,72 | |||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 1.266 | -0,31 | 270 | 1,12 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 2.370 | -3,97 | 506 | -2,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 333.796 | -0,76 | 71.322 | 0,81 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 55.588 | -1,31 | 11.878 | 0,24 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 6.644 | -21,10 | 1.420 | -19,88 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 4.160 | -7,72 | 889 | -6,33 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 3.830 | -9,67 | 818 | -8,19 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 5.244 | -5,31 | 1.121 | -3,78 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Warner Group LLC | 2.827 | -5,89 | 604 | -4,28 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 9.741 | -0,24 | 2.081 | 1,36 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 36.521 | -0,33 | 7.804 | 1,25 | ||||
| 2026-05-15 | 13F | London Co Of Virginia | 10.557 | -92,51 | 2.256 | -92,39 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 12.683 | -0,22 | 2.710 | 1,35 | ||||
| 2026-05-11 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 24.915 | -71,24 | 5.324 | -70,79 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 3.606 | -4,53 | 770 | -3,02 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 2.639 | -15,31 | 564 | -14,05 | ||||
| 2026-05-14 | 13F | Mizuho Bank, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 12.804 | -51,59 | 2.736 | -50,83 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 32.595 | -8,39 | 6.965 | -6,95 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 2.403 | -7,40 | 513 | -5,87 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 2.292 | -2,84 | 490 | -1,41 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Bokf, Na | 56.053 | -39,42 | 11.977 | -38,46 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 28.707 | -1,08 | 6.134 | 0,49 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 1.327 | -20,11 | 284 | -18,91 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 11.118 | -1,60 | 2.375 | -0,04 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 4.050 | -0,05 | 865 | 1,53 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 2.216 | -0,31 | 473 | 1,28 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 35.187 | -0,29 | 7.519 | 1,29 | ||||
| 2026-02-17 | 13F | Parallax Volatility Advisers, L.P. | Call | 0 | -100,00 | 0 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 2.088 | -3,96 | 446 | -2,41 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 4.947 | -1,90 | 1.057 | -0,38 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 25.820 | -0,19 | 5.517 | 1,38 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2.964 | -9,00 | 633 | -7,59 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 29.277 | -0,29 | 6.633 | 6,45 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 22.120 | -2,46 | 4.726 | -0,90 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 3.941 | -0,18 | 842 | 1,45 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 8.645.160 | -6,56 | 1.810.470 | -6,96 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 1.889 | -86,61 | 404 | -86,41 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 6.030 | -5,49 | 1.288 | -3,95 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 4.198 | -1,66 | 897 | -0,11 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 4.455 | -26,23 | 952 | -25,12 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 1.364 | -86,97 | 291 | -86,78 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 1.420 | -0,84 | 303 | 0,66 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 10.697 | -8,85 | 2.286 | -7,41 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 2.405 | -2,08 | 514 | -0,58 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 3.963 | -1,61 | 847 | -0,12 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 3.734 | -6,95 | 798 | -5,57 | ||||
| 2026-01-22 | 13F | Echo Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Mackenzie Financial Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 18 | -55,00 | 0 | |||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 9.440 | -26,20 | 2.017 | -25,02 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 5.895 | -17,49 | 1.260 | -16,18 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 143.119 | -2,83 | 30.580 | -1,29 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 38.330 | -0,32 | 8.062 | 2,99 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.229.673 | -5,09 | 262.744 | -3,58 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 2.007 | -13,60 | 429 | -12,30 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 1.169 | -28,89 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 46.144.498 | -11,70 | 9.859.695 | -10,30 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 968 | -21,81 | 207 | -20,77 | ||||
| 2026-02-05 | 13F | GSB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 6.680 | -2,11 | 1.427 | -0,56 | ||||
| 2026-05-15 | 13F | Aristotle Capital Management, LLC | 43.690 | -70,06 | 9.336 | -69,58 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 34.239 | -0,13 | 7.316 | 1,44 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 157.888 | -2,94 | 33.736 | -1,41 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 6.086 | -1,95 | 1.300 | -0,38 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 27.859 | -2,50 | 5.953 | 1,83 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 1.923 | -10,85 | 411 | -9,49 | ||||
| 2026-04-23 | 13F | American National Bank | 4.383 | -0,45 | 937 | 1,08 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 21.836 | -1,31 | 4.666 | 0,26 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 497.878 | -23,64 | 107.303 | -24,01 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 2.327 | -7,55 | 497 | -6,05 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 251.502 | -11,53 | 53.738 | -10,13 | ||||
| 2026-05-07 | 13F | Seizert Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Tcw Group Inc | 74.479 | -22,69 | 15.914 | -21,46 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 5.912 | -0,76 | 1.263 | 0,88 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 15.239 | -0,76 | 3 | 0,00 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 2.790 | -10,38 | 596 | -8,87 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 10.264 | -7,05 | 2.193 | -5,56 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 22.992 | -4,85 | 4.913 | -3,35 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 2.246 | -4,87 | 480 | -3,43 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 3.848 | -11,97 | 809 | -9,00 | ||||
| 2026-05-15 | 13F | Eagle Capital Management Llc | 7.759 | -98,15 | 1.658 | -98,12 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 18.851 | -2,58 | 4.028 | -1,06 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 2.573 | -12,60 | 550 | -11,31 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 19.361 | -47,42 | 4.137 | -39,33 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 1.534 | -13,38 | 328 | -12,10 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 12.580 | -0,22 | 2.688 | 1,36 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3.385.962 | -4,82 | 723.478 | -3,32 | ||||
| 2026-05-14 | 13F | Lord, Abbett & Co. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 2.229 | -30,28 | 476 | -29,17 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 1.113 | -3,89 | 250 | -3,47 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 14.886 | -0,17 | 3.181 | 1,40 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 4.284.792 | -0,13 | 915.532 | 1,45 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 18.591 | -0,50 | 3.972 | 1,07 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 30.626 | -11,35 | 6.544 | -9,96 | ||||
| 2026-04-07 | 13F | Eastern Bank | 32.250 | -3,77 | 6.891 | -2,24 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 27.883 | -5,73 | 5.958 | -4,24 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 3.435 | -2,05 | 1 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 90.809 | -41,74 | 19.403 | -40,82 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 11.347 | -9,41 | 2.424 | -7,97 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 8.397 | -8,59 | 1.794 | -7,14 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 1.241 | -0,48 | 261 | 3,16 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 2.573 | -5,09 | 550 | -3,68 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 80.501 | -1,75 | 17.201 | -0,20 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 13.313 | -0,46 | 2.845 | 1,10 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 3.398 | -2,19 | 726 | -0,55 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.876 | -3,16 | 605 | 0,00 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 425.570 | -1,92 | 90.932 | -0,36 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 204.345 | -50,87 | 42.982 | -50,87 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 3.508 | -0,06 | 750 | -2,60 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 2.104 | -0,71 | 450 | 0,90 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 9.388 | -7,02 | 2.006 | -5,56 | ||||
| 2026-05-04 | 13F | Equity Investment Corp | 400.595 | -21,78 | 85.595 | -20,54 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 1.754 | -23,87 | 375 | -22,73 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 5.572 | -7,89 | 1.191 | -6,45 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 6.575 | -52,88 | 1.405 | -52,16 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 2.864 | -41,08 | 612 | -40,22 | ||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 1.551 | -2,88 | 331 | -1,49 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 6.955 | -14,85 | 1.486 | -6,42 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cullen Capital Management, LLC | 10.026 | -67,19 | 2.142 | -66,68 | ||||
| 2026-05-06 | 13F | Heartland Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2.608 | -3,41 | 557 | -1,76 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 7.429 | -0,67 | 1.563 | 2,63 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 87.581 | -71,20 | 18.713 | -70,74 | ||||
| 2026-05-13 | 13F | Objectivity Squared, LLC | 143.620 | -3,74 | 30.687 | -2,21 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 23.171 | -1,40 | 4.951 | 0,14 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 23.785 | -25,76 | 5.082 | -24,58 | ||||
| 2026-05-04 | 13F | TrustBank | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | American Century Companies Inc | 224.286 | -20,56 | 47.923 | -19,31 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 1.288 | -43,48 | 275 | -42,59 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 5.864 | -4,57 | 1.253 | -3,10 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 1.141 | -0,17 | 244 | 1,25 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 6.445 | -0,37 | 1.377 | 1,25 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 98.528 | -13,53 | 21.052 | -12,17 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 247 | -80,33 | 53 | -80,30 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 869.615 | -1,29 | 185.810 | 0,28 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 1.350 | -26,75 | 288 | -25,58 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 16.507 | -2,82 | 3.527 | -1,26 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 6.579.034 | -0,49 | 1.405.742 | 1,08 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 5.693 | -3,26 | 1.217 | -1,70 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 3.306 | -52,66 | 692 | -52,86 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 43.987 | -0,59 | 9.252 | 2,71 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 19.067 | -37,53 | 3.993 | -38,27 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 14.150 | -1,09 | 3.023 | 0,47 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 14.549 | -8,24 | 3.109 | -6,81 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 4.264 | -1,55 | 911 | 0,11 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 82.093 | -9,45 | 17.541 | -8,02 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 14.206 | -0,82 | 3.035 | 0,76 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 35.261 | -2,72 | 7.534 | -1,18 | ||||
| 2026-05-21 | 13F | Argent Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Everpar Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Invesco Ltd. | 2.399 | -56,42 | 513 | -55,75 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 5.438 | -1,24 | 1.162 | 0,26 | ||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 803.474 | -23,01 | 171.678 | -21,79 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12.569 | -34,81 | 2.686 | -33,79 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 138.562 | -0,05 | 29.606 | 1,53 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 1.930 | -3,93 | 439 | -2,23 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 5.961 | -16,94 | 1.298 | -11,59 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 113.166 | -0,63 | 24.180 | 0,95 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 5.313 | -3,15 | 1.135 | -1,56 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.089.645 | -0,91 | 232.824 | 0,66 | ||||
| 2026-02-13 | 13F | City Of London Investment Management Co Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Veracity Capital LLC | 4.286 | -1,22 | 916 | 0,33 | ||||
| 2026-04-15 | 13F | City Holding Co | 5.106 | -1,71 | 1.091 | -0,18 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 107.000 | -1,96 | 22.863 | -0,41 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 14.836 | -0,39 | 3.170 | 1,18 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 487 | -93,60 | 104 | -93,50 | ||||
| 2026-05-15 | 13F | Dimension Capital Management Llc | 35.903 | -3,26 | 7.671 | -1,73 | ||||
| 2026-05-13 | 13F | Nfj Investment Group, Llc | 511 | -98,76 | 109 | -98,74 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 6.089 | -44,04 | 1.309 | -42,83 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 35.152 | -3,17 | 7.511 | -1,64 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 22.211 | -98,04 | 4.746 | -98,02 | ||||
| 2026-05-14 | 13F | Betterment LLC | 2.608 | -14,32 | 1 | |||||
| 2026-05-11 | 13F | Montis Financial, LLC | 12.257 | -2,06 | 2.619 | -0,49 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 13.529 | -1,49 | 2.891 | 0,07 | ||||
| 2026-05-01 | 13F | Persium Advisors, LLC | 1.246 | -1,81 | 266 | 0,00 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 2.711 | -32,83 | 579 | -31,72 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 2.824 | -90,39 | 603 | -90,25 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 27.797 | -0,09 | 6.021 | -0,07 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 74.816 | -7,43 | 15.986 | -5,97 | ||||
| 2026-05-07 | 13F | Tull Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 1.564 | -8,59 | 334 | -6,96 | ||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 22.683 | -2,73 | 4.847 | -1,20 | ||||
| 2026-05-12 | 13F | Creative Planning | 536.891 | -0,48 | 114.717 | 1,10 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 6.646 | -14,56 | 1.420 | -13,26 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 1.462 | -1,22 | 333 | 0,00 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 4.550 | -1,86 | 972 | -0,31 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 5.355 | -3,32 | 1.144 | -1,80 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 2.321 | -0,21 | 496 | 1,23 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 9.304 | -4,48 | 1.988 | -2,98 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 35.654 | -2,30 | 7.618 | -0,76 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 7.356 | -14,20 | 1.572 | -12,87 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 1.909 | -8,18 | 408 | -6,86 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 7.719 | -55,58 | 1.649 | -54,87 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 14 | -63,16 | 3 | -71,43 | ||||
| 2026-02-17 | 13F | Johns Hopkins University | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 7.411 | -2,09 | 1.584 | -4,18 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 5.627 | -0,07 | 1.202 | 1,52 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 243 | -14,74 | 52 | -15,00 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 111.015 | -2,57 | 23.721 | -1,03 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 443 | -5,14 | 95 | -4,08 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 27.466 | -1,40 | 5.869 | 0,15 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 35.310 | -2,26 | 7.545 | -0,72 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 4.010 | -3,86 | 857 | -2,39 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 18.099 | -96,82 | 3.867 | -96,77 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 38.524 | -0,57 | 8.231 | 1,01 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 207 | -14,81 | 44 | -13,73 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 750 | -53,99 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 2.161.770 | -7,80 | 461.905 | -6,34 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 13.235 | -3,05 | 2.828 | -1,53 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 2.090 | -1,04 | 446 | 0,45 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 9.630 | -31,38 | 2.058 | -30,29 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 221.763 | -2,58 | 47.384 | -1,04 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 45.457 | -1,78 | 9.713 | -0,23 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 8.133 | -0,43 | 1.738 | -1,75 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 3.024 | -6,00 | 646 | -4,44 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 20 | -98,86 | 4 | -98,92 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 4.535 | -2,79 | 969 | -1,33 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 24.365 | -1,88 | 5.206 | -0,33 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 2.655 | -5,35 | 567 | -3,74 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 15.968 | -2,76 | 3.412 | -1,22 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 999 | -50,93 | 213 | -50,23 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 6.634 | -12,85 | 1.418 | -11,49 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 28.110 | -2,91 | 6.006 | -1,36 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 35.690 | -6,63 | 7.626 | -5,15 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 22.185 | -4,32 | 4.740 | -2,79 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 32.495 | -21,09 | 6.985 | -20,06 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 43.278 | -1,53 | 9.247 | 0,03 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 18.201 | -1,91 | 3.889 | -0,33 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 1.832 | -2,24 | 391 | -0,76 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 363.520 | -0,35 | 77.673 | 1,23 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 1.346 | -5,54 | 283 | -2,41 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 3.555 | -1,55 | 760 | 0,00 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 26.475 | -78,93 | 5.657 | -78,59 | ||||
| 2026-05-13 | 13F | Capital International Investors | 10.849 | -47,99 | 2.272 | -48,60 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 3.774 | -0,79 | 806 | 0,75 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 6.398 | -6,82 | 1.367 | -5,33 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 293 | -7,86 | 63 | -6,06 | ||||
| 2026-05-15 | 13F | Clifford Group, LLC | 7.937 | -0,92 | 1.696 | 0,59 | ||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 1.596 | -79,32 | 344 | -80,13 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 23.980 | -2,28 | 5.124 | -0,74 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6.888.490 | -11,07 | 1.471.864 | -9,67 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 1.964 | -0,20 | 420 | 0,48 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 303.087 | -1,71 | 64.761 | -0,15 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 1.160 | -1,02 | 248 | 0,41 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 15.564 | -6,49 | 3.326 | -5,03 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 431 | -8,69 | 92 | -7,07 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 2.936 | -29,61 | 627 | -28,51 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 39.214 | -3,90 | 8.379 | -2,38 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 1.626 | -99,52 | 347 | 1,46 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 61.543 | -3,58 | 13 | 0,00 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 2.208 | -0,32 | 472 | 1,07 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 6.460 | -3,81 | 1.380 | -2,27 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3.013 | -20,10 | 644 | -20,42 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 36.917 | -1,53 | 8 | 0,00 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 787 | -35,81 | 168 | -34,63 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 946 | -11,42 | 202 | -9,82 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 32.462 | -8,11 | 6.936 | -6,65 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 2.473 | -16,25 | 528 | -14,98 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 5.987 | -4,21 | 1.279 | -2,66 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 4.121 | -6,51 | 880 | -5,07 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 9.764 | -2,07 | 2.086 | -0,52 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 3.545.083 | -6,34 | 757.478 | -4,86 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 3.199 | -0,34 | 683 | 1,19 | ||||
| 2026-04-28 | 13F | Northern Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Headland Capital, LLC | 1.055 | -1,40 | 225 | 0,00 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 1.334 | -9,56 | 285 | -8,06 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 3.949 | -0,53 | 844 | 1,08 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 11.241 | -1,88 | 2.402 | -0,33 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 179.305 | -0,69 | 38.312 | 0,88 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 8.519 | -0,28 | 1.820 | 1,34 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 5.396 | -7,67 | 1.153 | -6,18 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 36.565 | -1,73 | 7.813 | -0,18 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 82.775 | -1,84 | 17.687 | -0,28 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 23.385 | -0,47 | 4.997 | 1,09 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 7.826 | -2,81 | 1.672 | -1,24 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 709 | -65,06 | 151 | -64,55 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 690 | -27,75 | 148 | -26,00 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 18.630 | -0,79 | 3.981 | 0,79 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 3.144 | -28,42 | 672 | -27,30 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 8.860 | -5,09 | 1.893 | -3,57 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 6.889 | -0,25 | 1.472 | 1,31 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 2.945 | -85,84 | 629 | -85,62 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 35.612 | -0,13 | 7.609 | 1,45 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 7.096 | -4,46 | 1.516 | -2,94 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 13.379 | -1,47 | 2.859 | 0,07 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 1.535 | -2,48 | 328 | -1,21 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 13.133 | -29,77 | 2.806 | -28,65 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 4.806 | -51,14 | 1.027 | -50,39 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 42.388 | -3,28 | 9.057 | -1,75 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 38.113 | -29,30 | 8.144 | -28,18 | ||||
| 2026-04-14 | 13F | Hamlin Capital Management, LLC | 2.299 | -71,17 | 491 | -70,72 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 964 | -31,09 | 206 | -30,27 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 19.334 | -2,95 | 4.131 | -1,41 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 45.246 | -6,30 | 10.440 | 2,78 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 9.005 | -22,24 | 1.924 | -20,99 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 394 | -10,25 | 84 | -8,70 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.576 | -0,06 | 331 | 3,12 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 3.096 | -10,44 | 662 | -9,08 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 11.062 | -10,61 | 2.364 | -9,19 | ||||
| 2026-05-13 | 13F | Capital World Investors | 11.241 | -49,64 | 2.354 | -50,23 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.988 | -0,40 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 5.385 | -14,85 | 1.151 | -13,53 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 3.802 | -7,45 | 812 | -6,02 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 344 | -14,00 | 72 | -11,11 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 127.488 | -1,93 | 27.240 | -0,38 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 30.260 | -65,73 | 6.466 | -65,19 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 9.980 | -2,69 | 2.132 | -1,16 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 380 | -5,00 | 81 | -3,57 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 20.462 | -3,12 | 4.372 | -1,58 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 57.533 | -4,13 | 12.049 | -5,28 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 13.958 | -1,93 | 2.983 | -0,37 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 1.725 | -6,96 | 369 | -5,40 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 5.584 | -27,66 | 1.193 | -26,49 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 30.197 | -34,29 | 6.452 | -33,25 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 2.837 | -0,07 | 606 | 1,51 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 3.658 | -3,00 | 782 | -1,51 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 821 | -5,52 | 176 | -3,85 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 5.427 | -9,63 | 1.160 | -8,23 | ||||
| 2026-05-04 | 13F | Applied Finance Capital Management, LLC | 11.205 | -88,45 | 2.394 | -88,27 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 6.549 | -0,82 | 1.399 | 0,79 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 2.731 | -0,65 | 583 | 0,87 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 24.515 | -0,28 | 5.238 | 1,32 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 9.395 | -24,20 | 2.007 | -23,01 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 1.094 | -9,21 | 234 | -7,91 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 626 | -31,13 | 134 | -30,37 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 28.477 | -0,37 | 6.085 | 1,20 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 3.069 | -81,16 | 656 | -80,88 | ||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 53 | -96,49 | 11 | -96,53 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 9.165 | -32,38 | 1.958 | -31,30 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 5.193 | -33,51 | 1.110 | -32,46 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.361 | -7,67 | 291 | -6,45 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 1.077 | -0,19 | 230 | 1,77 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 1.581 | -8,24 | 338 | -6,91 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 15.661 | -36,96 | 3.346 | -35,96 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 13.802 | -6,22 | 2.949 | -4,72 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 103.128 | -0,34 | 22.035 | 1,24 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 454 | -39,71 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 49.297 | -25,76 | 10.533 | -24,58 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 3.098 | -3,13 | 662 | -1,64 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 15.300 | -82,39 | 3.269 | -82,12 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 51.200 | -19,87 | 10.940 | -18,61 | |||
| 2026-04-29 | 13F | W Advisors, Llc | 18.550 | -16,44 | 3.964 | -15,12 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 15.392 | -6,92 | 3.289 | -5,46 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 3.245.825 | -0,55 | 693.546 | 1,02 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 44.912 | -70,44 | 9.596 | -69,97 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 11.730 | -12,89 | 2.506 | -11,51 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 2.509 | -11,90 | 536 | -10,52 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 1.705 | -16,13 | 364 | -14,75 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 5.937 | -18,86 | 1.268 | -17,61 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 1.914 | -14,44 | 409 | -13,19 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 33.549 | -4,27 | 7.168 | -2,75 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 95.529 | -33,95 | 20.555 | -33,02 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 8.971 | -8,15 | 1.917 | -6,72 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 1.514 | -7,00 | 323 | -5,56 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 633 | -28,23 | 135 | -27,03 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 17.351 | -8,28 | 3.707 | -6,84 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 10.180 | -32,93 | 2.175 | -31,86 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 61.579 | -7,80 | 13.158 | -6,34 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 55.972 | -0,14 | 11.960 | 1,44 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 7.662 | -10,88 | 1.637 | -9,46 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4.025 | -1,47 | 905 | 1,69 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 2.629 | -1,20 | 594 | 6,08 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 11.044 | -0,76 | 2.360 | 0,81 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5.893 | -0,79 | 1.259 | 0,80 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 18.562 | -1,13 | 3.966 | 0,43 | ||||
| 2026-04-28 | 13F | Q3 Asset Management | 12.250 | -12,94 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Lyrical Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 2.163 | -1,14 | 462 | 0,43 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 1.028 | -0,10 | 220 | 1,39 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 1.429 | -14,02 | 305 | -12,61 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 90.636 | -1,14 | 19.366 | 0,43 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 6.313 | -3,04 | 1.349 | -1,53 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 88.004 | -0,76 | 18.804 | 0,80 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 9.911 | -2,47 | 2.118 | -0,94 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.232 | -32,34 | 263 | -31,33 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 78.004 | -3,63 | 16.667 | -2,10 | ||||
| 2026-05-08 | 13F | AAFCPAs Wealth Management, LLC | 3.133 | -5,38 | 669 | -3,88 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 417.951 | -1,09 | 89.304 | 0,47 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 1.259 | -87,61 | 269 | -87,41 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 71.067 | -0,18 | 15.185 | 1,40 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 7.776 | -64,03 | 1.661 | -63,46 | ||||
| 2026-05-07 | 13F | Diamond Hill Capital Management Inc | 26.567 | -95,23 | 5.677 | -95,15 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 7.292 | -1,07 | 1.558 | 0,52 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 1.358 | -3,00 | 290 | -1,36 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 1.556 | -4,31 | 332 | -2,92 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 16.342 | -0,21 | 3.492 | 1,36 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 10.398 | -2,05 | 2.222 | -0,49 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 5.109 | -2,63 | 1.092 | -1,09 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 1.413 | -0,63 | 302 | 0,67 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 942 | -31,04 | 201 | -29,97 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 56.778 | -0,07 | 12.132 | 1,51 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 2.011 | -0,40 | 449 | 2,05 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Revolve Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 3.759 | -12,34 | 803 | -10,88 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 1.229 | -12,28 | 263 | -10,88 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 16.626 | -7,23 | 3.553 | -5,76 | ||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 14.603 | -2,33 | 3.120 | -0,79 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 340.930 | -5,90 | 72.846 | -4,42 | ||||
| 2026-02-06 | 13F | Muirfield Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 13.088 | -2,38 | 2.797 | -0,82 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.192.023 | -14,73 | 254.779 | -13,36 | ||||
| 2026-05-04 | 13F | Nwam Llc | 48.038 | -0,16 | 10.264 | 0,75 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 11.994 | -1,16 | 2.563 | 0,39 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 4.019 | -0,77 | 859 | 0,82 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 1.319 | -8,97 | 282 | -7,57 |
