MX:SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF - Institutionelt ejerskab - Sælgere

SPDR Series Trust - State Street SPDR S&P Dividend ETF
MX ˙ BMV ˙ US78464A7634
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
(%)
2026-05-27 13F Alpha Capital Advisors Inc /adv 3.921 -8,79 572 -7,74
2026-05-05 13F UBS Group AG 1.674.106 -2,31 244.319 2,45
2026-05-12 13F Ellis Investment Partners, LLC 4.021 -2,19 587 2,45
2026-05-14 13F Beaird Harris Wealth Management, LLC 2.312 -17,34 337 -13,37
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 74.385 -25,53 10.418 -25,12
2026-04-17 13F Certified Advisory Corp 4.349 -2,45 635 2,26
2026-05-01 13F Associated Banc-corp 106.752 -1,95 15.579 2,82
2026-05-14 13F CIBC World Markets Inc. 85.753 -17,31 12.515 -13,28
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-11 13F Destiny Capital Corp/CO 9.297 -3,89 1.357 0,74
2026-04-08 13F Miracle Mile Advisors, LLC 50.452 -10,43 7.363 -6,07
2026-04-15 13F AlphaStar Capital Management, LLC 5.163 -15,32 753 -11,20
2026-05-01 13F Beverly Hills Private Wealth, LLC 1.409 -11,33 206 -7,24
2026-05-08 13F Resources Investment Advisors, LLC. 12.166 -19,71 1.775 -15,80
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 87.484 -19,73 12.765 -15,81
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-01-29 13F Vanguard Group Inc 13.649 -7,52 1.899 -8,08
2026-05-12 13F Wood Tarver Financial Group, LLC 4.134 -2,36 1
2026-05-04 13F Retirement Planning Group 7.213 -1,19 1.053 3,65
2026-05-11 13F Per Stirling Capital Management, LLC. 0 -100,00 0
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 28.178 -0,06 4.112 4,82
2026-05-05 13F Legacy Advisors, LLC 21.570 -0,53 3.148 4,31
2026-04-07 13F Blueline Advisors Llc 648 -2,26 95 2,17
2026-05-01 13F Climber Capital SA 27.747 -40,38 3.872 -38,56
2026-04-13 13F Market Street Wealth Management Advisors Llc 4.093 -0,80 597 4,01
2026-05-12 13F/A Signature Securities Group Corporation 6.967 -13,09 1.017 -8,88
2026-05-12 13F Tiaa Trust, National Association 418 -97,17 61 -97,03
2026-04-10 13F Marshall Financial Group LLC 1.473 -17,89 215 -14,06
2026-04-27 13F Canal Capital Management, LLC 8.799 -1,10 1.284 3,72
2026-04-21 13F Meridian Financial, LLC 25.118 -4,41 3.666 0,25
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 51.569 -2,75 7.526 1,99
2026-04-28 13F Berger Financial Group, Inc 2.626 -0,08 383 4,93
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-05-12 13F Family Legacy, Inc. 1.940 -2,76 283 2,17
2026-05-05 13F Prosperity Consulting Group, LLC 97.411 -0,80 14.216 4,03
2026-04-17 13F Worth Asset Management, LLC 1.819 -2,05 265 2,71
2026-05-14 13F Bernard Wealth Management Corp. 294 -57,64 43 -56,25
2026-05-12 13F Bnp Paribas Arbitrage, Sa 100.874 -33,16 14.722 -29,90
2026-04-24 13F Essex Financial Services, Inc. 39.922 -0,73 5.826 4,11
2026-04-23 13F SevenBridge Financial Group, LLC 5.057 -0,08 744 0,27
2026-05-11 13F Arrow Financial Corp 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 351.909 -13,48 51.358 -9,26
2026-04-16 13F Roble, Belko & Company, Inc 18.744 -4,20 3 0,00
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 2.174 -0,37 317 4,62
2026-05-12 13F Rsm Us Wealth Management Llc 20.213 -1,46 2.950 2,61
2026-04-28 13F Ntv Asset Management Llc 2.659 -5,88 388 -1,27
2026-05-13 13F First Citizens Bank & Trust Co 2.297 -22,06 335 -18,29
2026-05-13 13F Franklin Resources Inc 50.788 -2,36 7.412 2,40
2026-05-12 13F BOK Financial Private Wealth, Inc. 5.961 -10,00 870 -5,65
2026-05-14 13F Venture Visionary Partners LLC 1.679 -5,62 245 -0,81
2026-02-17 13F Boreal Capital Management LLC 0 -100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 8.162 -3,18 1.191 1,53
2026-04-22 13F Princeton Global Asset Management LLC 3.389 -30,65 495 -27,35
2026-04-09 13F Secure Asset Management, LLC 3.132 -0,13 457 4,82
2026-04-21 13F Financial Planning Hawaii, Inc. 24.865 -0,83 3.629 3,98
2026-04-17 13F Charter Trust Co 10.055 -0,21 1.467 4,64
2026-04-22 13F Apollon Wealth Management, LLC 13.386 -17,58 1.954 -13,58
2026-05-11 13F Haverford Trust Co 12.477 -1,71 1.821 3,06
2026-05-12 13F M&t Bank Corp 84.834 -4,09 12.381 0,58
2026-05-05 13F Sandy Cove Advisors, LLC 5.191 -0,08 758 4,85
2026-05-07 13F Rice Partnership, LLC 894 -25,75 130 -22,16
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 0 -100,00 0
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-04-30 13F Stegner Investment Associates Inc. 0 -100,00 0
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-14 13F Precedent Wealth Partners, Llc 63.587 -11,36 9.280 -7,04
2026-05-12 13F Ausdal Financial Partners, Inc. 7.816 -1,18 1.141 3,64
2026-04-22 13F Spirepoint Private Client, Llc 1.645 -4,19 240 0,84
2026-05-14 13F Hazlett, Burt & Watson, Inc. 6.053 -1,67 1
2026-04-23 13F TFC Financial Management 0 -100,00 0
2026-04-14 13F Palisade Asset Management, LLC 9.418 -0,72 1.374 4,09
2026-05-14 13F Empower Advisory Group, LLC 2.125 -1,44 310 3,33
2026-05-08 13F Russell Investments Group, Ltd. 1.836 -15,47 268 -11,59
2026-04-23 13F J.w. Cole Advisors, Inc. 33.507 -0,66 4.890 44,85
2026-04-24 13F United Community Bank 1.250 -10,27 182 -5,70
2026-01-07 13F Epiq Partners, Llc 0 -100,00 0
2026-04-06 13F CX Institutional 71.880 -1,25 10 0,00
2026-04-28 13F Stratos Wealth Partners, LTD. 53.070 -0,74 7.745 4,11
2026-05-28 13F Blue Fin Capital, Inc. 8.580 -0,23 1.252 4,68
2026-04-23 13F Scissortail Wealth Management, LLC 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 3.158 -2,02 461 2,68
2026-02-06 13F Global Retirement Partners, LLC 15.154 -18,72 2.109 -19,26
2026-04-16 13F Beese Fulmer Investment Management, Inc. 2.025 -5,73 296 -1,01
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-21 13F Essential Partners LLC 0 -100,00 0 -100,00
2026-04-21 13F TigerOak Management, L.L.C. 124.028 -0,28 18.101 4,58
2026-05-07 13F Koss-Olinger Consulting, LLC 6.691 -21,30 976 -17,50
2026-04-20 13F Sowell Financial Services LLC 2.762 -15,82 403 -11,62
2026-04-29 13F Duncker Streett & Co Inc 3.061 -3,71 447 0,90
2026-04-15 13F DAVENPORT & Co LLC 26.394 -2,22 3.852 2,53
2026-04-23 13F Simmons Bank 59.083 -0,37 8.623 4,48
2026-05-14 13F Missouri Trust & Investment Co 3.900 -6,25 569 -1,56
2026-04-15 13F Merit Financial Group, LLC 45.566 -5,03 6.650 -0,40
2026-05-13 13F Buckingham Strategic Partners 5.743 -2,11 838 2,70
2026-04-27 13F HB Wealth Management, LLC 89.123 -0,19 13.007 4,67
2026-05-05 13F Smith, Moore & Co. 4.716 -0,92 688 3,93
2026-05-06 13F Centennial Bank/AR/ 8.650 -38,89 1.262 -35,91
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-04-27 13F BIP Wealth, LLC 7.400 -2,00 1.080 2,76
2026-05-06 13F Hallmark Capital Management Inc 25.335 -9,81 3.697 -5,40
2026-04-17 13F Boston Private Wealth Llc 10.015 -1,26 1.462 3,54
2026-04-22 13F Wetzel Investment Advisors, Inc. 1.712 -24,48 250 -20,95
2026-04-17 13F Kentucky Trust Co 6.675 -4,71 974 0,00
2026-05-15 13F Cresset Asset Management, LLC 42.828 -12,70 6.250 -8,44
2026-04-15 13F Planning Directions Inc 17.873 -0,66 2.608 4,19
2026-05-13 13F Principal Securities, Inc. 12.118 -2,23 1.769 2,55
2026-04-30 13F First Horizon Corp 39.035 -0,14 5.697 4,73
2026-02-03 13F Alpha Cubed Investments, LLC 6.583 -8,15 916 -8,67
2026-05-08 13F LaSalle St. Investment Advisors, LLC 5.938 -0,95 867
2026-04-17 13F Webster Bank, N. A. 1.750 -6,91 255 -2,30
2026-05-12 13F Thoroughbred Financial Services, Llc 4.603 -9,01 1
2026-02-02 13F Integrity Wealth Solutions LLC 0 -100,00 0
2026-05-04 13F Cornerstone Advisory, LLC 45.748 -1,23 6.676 3,58
2026-04-28 13F Whittier Trust Co 32.531 -11,62 4.759 -9,13
2026-01-23 13F McCarthy & Cox 1.652 -37,80 230 -38,27
2026-04-24 13F Capital Asset Advisory Services LLC 3.364 -23,07 502 -19,45
2026-05-15 13F NorthRock Partners, LLC 29.528 -2,10 4.309 2,67
2026-04-14 13F BSW Wealth Partners 3.273 -4,85 478 -0,21
2026-04-27 13F Truist Financial Corp 709.668 -3,80 103.569 0,89
2026-05-14 13F Evergreen Capital Management Llc 13.192 -17,93 1.925 -13,91
2026-05-15 13F Weaver Consulting Group 8.691 -0,67 1.268 4,19
2026-04-28 13F Robertson Stephens Wealth Management, LLC 4.151 -1,40 606 3,42
2026-02-02 13F Riverstone Advisors, LLC 0 -100,00 0
2026-05-15 13F Glen Eagle Advisors, LLC 5.391 -2,60 787 2,08
2026-04-28 13F Lansing Street Advisors 8.723 -3,41 1.273 1,35
2026-05-13 13F Brinker Capital Investments, LLC 150.882 -15,64 22.020 -11,53
2026-04-17 13F Essex Savings Bank 1.875 -1,21 274 3,41
2026-06-01 13F Flagship Wealth Advisors, Llc 28 -86,21 4 -89,29
2026-02-13 13F Capula Management Ltd 0 -100,00 0
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 7.623 -24,81 1.113 -21,13
2026-04-08 13F Dynamic Advisor Solutions LLC 13.998 -0,77 2.043 4,08
2026-04-07 13F Agate Pass Investment Management, LLC 7.980 -1,86 1.165 2,92
2026-05-05 13F Coquina Private Wealth LLC 0 -100,00 0
2026-02-09 13F Hantz Financial Services, Inc. 0 -100,00 0
2026-04-17 13F/A Founders Financial Securities Llc 0 -100,00 0
2026-05-06 13F Assetmark, Inc 3.017 -1,34 440 3,53
2026-05-14 13F Raymond James Financial Inc 3.059.540 -1,01 446.509 3,82
2026-04-30 13F Selective Wealth Management, Inc. 3.405 -4,08 503 -3,46
2026-05-14 13F Northern Oak Wealth Management Inc 31.089 -2,71 4.537 2,05
2026-04-24 13F Ledyard National Bank 10.133 -5,83 1.479 -1,27
2026-05-13 13F Bank Of Montreal /can/ 159.419 -17,06 23.265 -13,02
2026-04-28 13F Appleton Partners Inc/ma 4.715 -19,54 1
2026-02-12 13F CIBC Private Wealth Group, LLC 53.601 -1,50 7.459 -2,13
2026-05-11 13F High Note Wealth, LLC 17 -80,46 2 -83,33
2026-04-27 13F Capital Advisors Inc/ok 9.188 -1,28 1.341 3,47
2026-04-22 13F Ticino Wealth 4.179 -3,42 611 1,33
2026-05-14 13F Vident Advisory, LLC 0 -100,00 0
2026-05-04 13F Legacy Financial Group LLC 291.421 -0,04 42.530 -4,43
2026-05-13 13F Adviser Investments LLC 7.775 -0,17 1.135 4,71
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-16 13F Diversified Trust Co 7.541 -0,40 1.101 4,46
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-04-17 13F Forbes Financial Planning, Inc. 11.742 -2,97 1.714 1,72
2026-04-22 13F Coastal Investment Advisors, Inc. 2.681 -11,52 391 -7,13
2026-04-23 13F Mayflower Financial Advisors, LLC 3.771 -1,28 550 3,58
2026-05-12 13F Kovack Advisors, Inc. 9.695 -0,31 1.414 4,51
2026-04-20 13F Triangle Securities Wealth Management 4.689 -3,38 684 1,33
2026-02-17 13F High Falls Advisors, Inc 10.499 -22,48 1.461 -22,94
2026-01-29 13F Comerica Bank 114.551 -2,04 15.941 -2,66
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-04-23 13F Drucker Wealth 3.0, LLC 12.111 -1,94 1.767 2,85
2026-04-28 13F Flagship Harbor Advisors, Llc 36.556 -5,06 5.335 -0,45
2026-04-30 13F Accredited Investors Inc. 4.945 -0,60 722 4,19
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-05-05 13F Fisher Asset Management, LLC 0 -100,00 0
2026-04-22 13F Bravera Wealth 28.723 -9,88 4.192 -5,50
2026-05-06 13F Clifford Swan Investment Counsel Llc 1.948 -8,76 284 -4,38
2026-05-12 13F Tocqueville Asset Management L.p. 3.685 -77,17 538 -76,09
2026-05-01 13F Capital Squared Financial LLC 1.546 -35,88 226 -32,84
2026-04-20 13F Strategent Financial, LLC 33.371 -6,03 4.870 -1,44
2026-04-29 13F Capstone Wealth Management Group, Llc 10.472 -41,72 1.528 -38,88
2026-05-29 13F Asset Dedication, LLC 2.522 -37,37 368 -34,29
2026-05-15 13F Keating Financial Advisory Services, Inc. 4.688 -9,95 684 -5,52
2026-05-15 13F Pettyjohn, Wood & White, Inc 34.127 -0,65 4.980 4,18
2026-04-20 13F YANKCOM Partnership 2.442 -10,06 356 -5,57
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Strategic Blueprint, LLC 4.531 -4,83 661 -0,15
2026-04-21 13F Sugar Maple Asset Management, LLC 18.772 -1,31 2.740 3,48
2026-05-12 13F Moneta Group Investment Advisors Llc 280.481 -1,30 40.933 3,52
2026-05-14 13F O'ROURKE & COMPANY, Inc 2.843 -21,85 415 -18,18
2026-02-10 13F Edgemoor Investment Advisors, Inc. 0 -100,00 0
2026-05-12 13F Creative Planning 439.196 -0,67 64.096 4,17
2026-02-06 13F GPS Wealth Strategies Group, LLC 69 -96,16 10 -96,41
2026-04-07 13F Martin Capital Partners, LLC 4.196 -37,12 1
2026-01-16 13F Oldfather Financial Services, LLC 2.007 -2,43 279 -3,12
2026-05-06 13F LPL Financial LLC 2.998.124 -1,02 437.546 3,80
2026-05-07 13F Principle Wealth Partners Llc 20.942 -1,69 3.056 3,10
2026-04-22 13F Janney Montgomery Scott LLC 572.599 -5,38 84 -1,19
2026-05-05 13F Capital Investment Advisory Services, LLC 2.434 -3,14 355 1,72
2026-05-04 13F Mosaic Advisors LLC 0 -100,00 0
2026-04-27 13F Tanglewood Legacy Advisors, LLC 741 -61,82 108 -60,00
2026-04-28 13F Dumont & Blake Investment Advisors Llc 23.724 -2,51 3.462 115.300,00
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-18 13F Centaurus Financial, Inc. 3.962 -62,10 1 -100,00
2026-04-17 13F Old North State Wealth Management, LLC 1.796 -6,99 263 -2,60
2026-05-13 13F Scotia Capital Inc. 150.559 -0,48 21.973 4,39
2026-05-15 13F Tower Research Capital LLC (TRC) 4 -99,94 1 -100,00
2026-05-13 13F AE Wealth Management LLC 4.835 -2,17 706 2,62
2026-05-06 13F ProVise Management Group, LLC 13.826 -36,65 2.018 -33,59
2026-05-15 13F Change Path, LLC 7.109 -4,56 1.037 0,10
2026-01-14 13F Tradewinds Capital Management, LLC 0 -100,00 0
2026-05-12 13F One Capital Management, LLC 5.086 -0,86 742 4,07
2026-05-08 13F Buck Wealth Strategies, LLC 4.420 -36,03 645 -32,88
2026-05-12 13F Marion Wealth Management 0 -100,00 0
2026-04-22 13F Spire Wealth Management 14.038 -0,38 2.049 4,44
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-23 13F Forum Financial Management, LP 6.724 -5,97 981 -1,41
2026-04-01 13F Bangor Savings Bank 1.402 -1,48 205 3,03
2026-04-17 13F Mainstream Capital Management LLC 2.420 -0,82 353 4,13
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 39.092 -0,71 5.705 1,13
2026-04-23 13F Premier Path Wealth Partners, LLC 0 -100,00 0 -100,00
2026-01-30 13F Canandaigua National Bank & Trust Co 25.846 -3,29 3.597 -3,90
2026-04-29 13F Horst & Graben Wealth Management LLC 4.027 -4,98 597 1,19
2026-05-01 13F Connecticut Wealth Management, LLC 22.103 -0,37 3.226 4,47
2026-05-28 13F Cozad Asset Management Inc 15.213 -2,97 2.220 1,79
2026-04-07 13F CoreCap Advisors, LLC 1.180 -1,01 172 4,24
2026-02-10 13F Providence Financial Advisors, LLC 0 -100,00 0
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-04-23 13F Intrua Financial, LLC 5.970 -8,63 871 -4,18
2026-05-01 13F Johnson Investment Counsel Inc 27.546 -13,23 4.020 -8,99
2026-04-09 13F Shulman DeMeo Asset Management LLC 43.032 -0,61 6.280 4,23
2026-04-29 13F Harbour Capital Advisors, LLC 17.365 -2,20 2.556 2,82
2026-05-04 13F Glassman Wealth Services 6.003 -3,10 876 1,62
2026-04-20 13F Fiduciary Alliance LLC 2.013 -1,37 295 3,87
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-05-13 13F Ameritas Investment Partners, Inc. 19.998 -4,23 2.918 0,45
2026-05-04 13F Nadler Financial Group, Inc. 2.293 -30,09 335 -26,75
2026-05-15 13F Susquehanna International Group, Llp 45.471 -96,14 6.636 -95,95
2026-04-16 13F Financial Management Network Inc 7.474 -5,50 1.111 0,36
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-15 13F RMB Capital Management, LLC 6.555 -6,88 957 -2,35
2026-05-14 13F Nan Shan Life Insurance Co., Ltd. 0 -100,00 0
2026-04-28 13F Integrated Advisors Network LLC 12.447 -12,21 1.817 -7,96
2026-04-07 13F Heartwood Wealth Advisors LLC 2.910 -0,24 425 4,69
2026-05-05 13F HighTower Advisors, LLC 479.126 -0,57 69.924 4,27
2026-05-12 13F Index Fund Advisors, Inc. 0 -100,00 0
2026-02-13 13F Integrity Financial Corp /WA 0 -100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 209.957 -10,21 31 -6,25
2026-05-15 13F Royal Bank Of Canada 2.021.684 -5,70 295.044 -1,11
2026-04-17 13F CENTRAL TRUST Co 23.428 -8,29 3.419 -3,83
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 82.189 -5,38 11.995 -0,77
2026-05-15 13F Wellspring Financial Advisors, LLC 55.218 -6,69 8.059 -2,16
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-04-15 13F LongView Wealth Management 0 -100,00 0
2026-05-15 13F Smartleaf Asset Management LLC 3.328 -23,19 481 -20,92
2026-05-26 13F Serenity Investment Advisors 5.860 -19,27 879 -15,33
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-05-05 13F Beaumont Financial Advisors, LLC 4.486 -1,67 655 3,15
2026-05-14 13F Jacobi Capital Management LLC 3.804 -1,01 555 3,93
2026-04-20 13F LS Investment Advisors, LLC 3.705 -3,89 541 0,75
2026-04-22 13F Caldwell Trust Co 1.974 -1,05 288 3,97
2026-04-15 13F Adamsbrown Wealth Consultants Llc 2.802 -6,19 409 -1,69
2026-05-15 13F Cardiff Park Advisors, Llc 283 -26,11 41 -22,64
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 223.643 -39,95 32.679 -38,31
2026-04-30 13F Fortune Financial Advisors, LLC 2.041 -7,90 298 -3,57
2026-05-04 13F Flaharty Asset Management, LLC 197.469 -0,53 28.819 4,31
2026-04-15 13F Founders Grove Wealth Partners, Llc 31.735 -2,82 4.631 1,91
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-04-16 13F Toth Financial Advisory Corp 50 -27,54 7 -22,22
2026-05-12 13F Americana Partners, LLC 60.619 -31,90 8.847 -28,59
2026-05-13 13F/A Jpmorgan Chase & Co 1.399.408 -1,77 202.215 1,99
2026-05-14 13F Capital Analysts, Inc. 7.415 -18,25 1 0,00
2026-04-29 13F Cambridge Capital Management, Llc 5.036 -1,60 735 3,09
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-05-07 13F Pacific Sun Financial Corp 8.993 -1,05 1.312 3,80
2026-04-22 13F Bay Capital Advisors, LLC 2.372 -3,81 346 0,87
2026-02-06 13F Orin Green Financial, LLC 0 -100,00 0
2026-05-15 13F XTX Topco Ltd 6.713 -24,87 980 -21,24
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-04-22 13F Churchill Financial Advisors, LLC 9.948 -4,60 1.452 0,00
2026-05-15 13F Warren Averett Asset Management, LLC 23.970 -8,14 3.498 -3,66
2026-04-28 13F Stephens Inc /ar/ 9.516 -10,51 1.389 -6,15
2026-04-24 13F Reality Financial Planning Services, LLC 7.310 -4,34 1.067 0,28
2026-05-06 13F Deutsche Bank Ag\ 20.439 -30,64 2.983 -27,27
2026-04-17 13F Fifth Third Wealth Advisors LLC 57.620 -4,76 8.409 -0,11
2026-02-13 13F Sofos Investments, Inc. 0 -100,00 0
2026-01-22 13F Greenberg Financial Group 22.603 -2,57 3.145 -7,09
2026-05-01 13F United Bank 5.361 -2,44 782 2,36
2026-02-17 13F MGB Wealth Management, LLC 688 -0,72 96 -1,04
2026-05-15 13F United Capital Financial Advisers, Llc 176.671 -4,22 25.801 0,52
2026-05-12 13F Operose Advisors LLC 994 -7,53 145 -2,68
2026-05-14 13F First Commonwealth Financial Corp /pa/ 6.042 -5,12 882 -0,56
2026-04-23 13F Global Trust Asset Management, LLC 2.375 -18,10 347 -14,14
2026-05-06 13F Simon Quick Advisors, Llc 22.552 -2,73 3.291 2,01
2026-05-06 13F Tyche Wealth Partners LLC 10.791 -0,30 1.575 4,52
2026-05-14 13F Orleans Capital Management Corp/la 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc 26.007 -11,97 3.795 -7,69
2026-04-29 13F Patron Partners Advisors, Llc 3.806 -3,52 555 1,28
2026-05-15 13F Citadel Advisors Llc Call 4.800 -29,41 701 -26,00
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-16 13F Phillips Financial Management, Llc 4.220 -13,36 616 -9,16
2026-05-07 13F Northwestern Mutual Wealth Management Co 95.803 -2,30 13.981 2,46
2026-05-15 13F Advisory Services Network, LLC 22.467 -5,82 3.279 -1,24
2026-05-01 13F Mutual Advisors, LLC 15.617 -5,86 2.279 -1,26
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-14 13F Hilton Capital Management, LLC 0 -100,00 0
2026-04-30 13F Sequoia Financial Advisors, LLC 21.728 -2,14 3.171 2,62
2026-04-21 13F Berkshire Money Management, Inc. 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 35.171 -54,73 3.943 -63,54
2026-05-12 13F Warwick Investment Management, Inc. 1.435 -9,35 209 -5,00
2026-04-27 13F Reynders McVeigh Capital Management, LLC 2.026 -53,07 0
2026-05-15 13F TRUE Private Wealth Advisors 12.722 -17,98 1.857 -13,99
2026-04-21 13F Lewis Asset Management, LLC 28.898 -1,71 4.217 3,08
2026-05-08 13F New England Private Wealth Advisors LLC 17.966 -0,06 2.622 4,80
2026-02-12 13F Collier Financial 0 -100,00 0
2026-04-22 13F Apollon Financial, LLC 2.462 -1,95 359 2,87
2025-12-09 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-24 13F Zwj Investment Counsel Inc 4.014 -5,86 586 -1,35
2026-04-08 13F McNaughton Wealth Management, LLC 10.153 -4,98 1.482 -0,34
2026-05-15 13F Destination Wealth Management 629.425 -3,72 91.858 0,97
2026-05-11 13F Salomon & Ludwin, LLC 35.002 -0,91 5.114 2,84
2026-04-14 13F Jeppson Wealth Management, Llc 9.610 -4,33 1.402 0,36
2026-04-03 13F Investors Research Corp 11.291 -1,17 1.648 3,65
2026-04-02 13F Hilltop National Bank 677 -19,60 99 -16,24
2026-05-11 13F Ashton Thomas Private Wealth, LLC 5.570 -1,35 813 3,44
2026-05-15 13F Two Sigma Securities, Llc 1.791 -44,22 261 -41,48
2026-05-07 13F MONECO Advisors, LLC 57.270 -2,51 8.358 2,24
2026-05-08 13F SHP Wealth Management 1.610 -1,41 235 3,52
2026-04-28 13F Sage Rhino Capital Llc 77.288 -1,44 11.279 3,36
2026-01-16 13F Pictet & Cie (Europe) SA 0 -100,00 0
2026-04-24 13F Stock Yards Bank & Trust Co 4.995 -3,38 729 1,25
2026-05-15 13F Richwood Investment Advisors, LLC 8.332 -5,39 1.216 -10,00
2026-05-12 13F Garrison Point Advisors, Llc 5.559 -1,49 811 3,31
2026-05-13 13F Calton & Associates, Inc. 1.621 -24,88 237 -21,33
2026-05-15 13F Beacon Pointe Advisors, LLC 52.365 -6,57 7.642 -2,01
2026-05-11 13F Linscomb & Williams, Inc. 256.908 -7,62 37.493 -3,12
2026-04-28 13F Howe & Rusling Inc 1.853 -4,93 270 -0,37
2026-04-02 13F Collective Family Office Llc 0 -100,00 0
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 61.113 -0,88 8.919 -0,46
2026-04-27 13F Cresta Advisors, Ltd. 0 -100,00 0
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 65.729 -0,55 9.593 4,29
2026-05-06 13F Vista Capital Partners, Inc. 1.819 -9,10 265 -4,68
2026-04-20 13F Investment Research & Advisory Group, Inc. 982 -2,48 143 2,14
2026-05-11 13F Howard Wealth Management, Llc 8.563 -3,13 1.250 1,54
2026-05-15 13F Ameriprise Financial Inc 1.332.742 -13,19 196.791 -7,81
2026-05-05 13F Black Diamond Financial, LLC 28.442 -0,09 4.151 4,77
2026-05-13 13F Visionary Wealth Advisors 17.628 -0,42 2.573 4,43
2026-05-08 13F Truepoint, Inc. 3.617 -30,03 528 -26,70
2026-01-28 13F Headland Capital, LLC 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 7.175 -5,59 1.047 -0,95
2026-05-05 13F Cullen/frost Bankers, Inc. 3.199 -24,28 467 -20,61
2026-04-28 13F Harbour Trust & Investment Management Co 8.121 -0,98 1.185 3,86
2026-04-24 13F Private Advisor Group, LLC 113.505 -0,76 16.565 4,07
2026-05-05 13F SOUTH STATE Corp 239 -55,74 35 -54,67
2026-04-23 13F Cornerstone Wealth Management, LLC 54.042 -1,67 7.887 3,11
2026-04-24 13F James Investment Research Inc 1.985 -20,73 290 -16,95
2026-04-28 13F Kanawha Capital Management Llc 2.500 -10,71 365 -6,43
2026-05-04 13F Nwam Llc 5.667 -1,48 827 -1,19
2026-04-10 13F Perfromance Wealth Partners, LLC 3.251 -6,34 474 -1,86
2026-04-27 13F Td Private Client Wealth Llc 80.317 -3,42 11.722 1,29
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-05-08 13F Steward Partners Investment Advisory, Llc 216.208 -1,77 31.553 3,02
2026-04-29 13F Marino, Stram & Associates Llc 278.651 -0,42 40.666 4,43
2026-05-08 13F Coldstream Capital Management Inc 0 -100,00 0
2026-05-04 13F Chicago Partners Investment Group LLC 26.360 -0,22 3.880 0,18
2026-05-05 13F Bank of New York Mellon Corp 930.325 -2,54 135.772 2,21
2026-04-24 13F Clarity Wealth Advisors, LLC 3.098 -0,77 452 4,15
2026-05-07 13F Carson Advisory Inc. 1.622 -13,03 237 -8,88
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 2.508 -56,88 366 -54,76
2026-05-11 13F Fiduciary Group LLC 1.748 -7,90 255 -3,41
2026-04-07 13F Financially Speaking Inc 3.082 -4,91 450 -0,22
2026-05-14 13F Northern Trust Corp 77.839 -4,01 11.360 0,66
2026-05-14 13F Regal Investment Advisors LLC 2.474 -3,74 361 1,12
2026-05-15 13F Goldman Sachs Group Inc 328.838 -0,85 47.991 3,98
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 175.514 -0,21 25.615 4,65
2026-04-28 13F Golden State Wealth Management, LLC 8.536 -0,96 1.246 3,84
2026-04-22 13F My Personal CFO, LLC 0 -100,00 0
2026-05-12 13F Stifel Financial Corp 465.864 -2,54 67.988 2,21
2026-05-15 13F Mission Wealth Management, Lp 47.822 -2,12 6.979 2,66
2026-05-01 13F American Trust 26.761 -8,10 3.906 -3,63
2026-04-27 13F Altus Wealth Group LLC 5.938 -32,53 867 -29,25
2026-05-06 13F Cornerstone Planning Group LLC 96 -11,11 14 -6,67
2026-05-14 13F Providence Capital Advisors, LLC 628 -56,45 92 -54,50
2026-04-15 13F Johnson & White Wealth Management, LLC 30.340 -5,34 4.428 -0,74
2026-05-15 13F Aberdeen Wealth Management LLC 14.424 -2,37 2.105 2,38
2026-04-27 13F Lodestar Private Asset Management Llc 9.248 -4,34 1.350 0,30
2026-04-21 13F Wesbanco Bank Inc 83.246 -2,11 12.149 2,65
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-03 13F Adirondack Trust Co 1.342 -0,96 196 3,72
2026-04-16 13F Capital Advisors, Ltd. LLC 145.591 -0,03 21 5,00
2026-04-21 13F Laurel Oak Wealth Management, Llc 7.264 -1,64 1.060 3,21
2026-04-24 13F EJMK Ventures LLC 1.681 -32,00 245 -28,78
2026-04-28 13F ORG Wealth Partners, LLC 3.579 -3,48 522 0,97
2026-05-05 13F Holistic Financial Partners 4.110 -0,17 600 4,72
2026-05-07 13F Capital Performance Advisors Llp 55.136 -0,05 8.046 4,82
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 1.525 -6,15 223 -1,77
2026-05-08 13F Smithfield Trust Co 34.156 -3,50 5 0,00
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2.493 -2,16 364 2,54
2026-05-14 13F We Are One Seven, LLC 23.851 -22,35 3.481 -18,58
2026-04-23 13F Caliber Wealth Management, LLC / KS 3.248 -0,46 474 4,41
2026-05-12 13F Harfst & Associates, Inc. 2.450 -9,09 358 -4,80
2026-04-09 13F Tompkins Financial Corp 1.437 -15,72 210 -11,81
2026-05-04 13F Geneos Wealth Management Inc. 8.841 -0,65 1.290 4,20
2026-04-10 13F Perigon Wealth Management, LLC 23.339 -0,50 3.406 4,35
2026-05-08 13F Roundview Capital LLC 2.987 -0,03 436 4,82
2026-05-01 13F Citizens Financial Group Inc/ri 37.781 -4,93 5.514 -0,31
2026-04-17 13F Wealthbridge Capital Management, Llc 4.387 -1,90 640 2,89
2026-04-22 13F Shum Financial Group, Inc. 26.198 -1,31 3.823 3,49
2026-04-24 13F Redwood Wealth Management Group, LLC 11.465 -4,55 1.673 0,12
2026-05-04 13F Hourglass Capital, Llc 9.435 -1,77 1.377 2,99
2026-04-27 13F Denver Wealth Management, Inc. 20.868 -2,44 3.046 2,32
2026-05-08 13F Valeo Financial Advisors, LLC 3.772 -15,78 550 -11,72
2026-05-14 13F Coastal Bridge Advisors, LLC 1.794 -29,37 262 -26,06
2026-02-12 13F Commonwealth Equity Services, Llc 932.453 -3,55 129.760 96.018,52
2026-05-11 13F WFA of San Diego, LLC 1.853 -32,67 270 -29,32
2026-04-28 13F Nbt Bank N A /ny 81.952 -0,46 11.960 4,40
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 19.612 -6,70 2.862 -2,15
2026-05-06 13F Crescent Grove Advisors, LLC 1.500 -2,41 219 2,35
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-05-04 13F Copia Wealth Management 0 -100,00 0
2026-05-01 13F Emerald Investment Partners, Llc 1.335 -3,54 195 1,57
2026-04-30 13F Titleist Asset Management, Llc 2.332 -3,99 340 0,59
2026-01-27 13F Meritage Portfolio Management 3.310 -1,46 461 -2,13
2026-04-30 13F Stablepoint Partners, LLC 20.685 -37,33 3.019 -34,29
2026-05-15 13F Evelyn Partners Investment Management (Europe) Ltd 71.922 -2,72 10.496 2,02
2026-04-28 13F Stratos Wealth Advisors, LLC 5.835 -1,50 852 3,28
2026-05-18 13F Alexander Labrunerie & Co., Inc. 4.494 -1,06 656 3,64
2026-05-13 13F Edmond De Rothschild Holding S.a. 170 -32,00 25 -29,41
2026-05-14 13F Us Bancorp \de\ 92.725 -1,27 13.536 3,57
2026-05-07 13F Madison Asset Management, LLC 13.138 -15,99 1.917 -11,90
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 14.100 -36,20 2.058 -33,11
2026-04-16 13F Capital Investment Advisors, LLC 495.043 -1,50 72.247 3,30
2026-04-30 13F Financial Freedom, LLC 0 -100,00 0
2026-04-27 13F Tsfg, Llc 3.503 -11,50 1
2026-04-21 13F Pallas Capital Advisors LLC 10.692 -2,28 1.560 2,50
2026-04-27 13F Sound Income Strategies, LLC 2.433 -19,76 355 -20,27
2026-04-10 13F MKT Advisors LLC 5.295 -0,92 771 2,53
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0 -100,00
2026-04-14 13F Focus Financial Network, Inc. 14.584 -10,35 2.128 -5,97
2026-05-11 13F Eldridge Investment Advisors, Inc. 2.590 -1,89 378 2,72
2026-05-08 13F Firestone Capital Management 31.786 -0,76 4.639 4,06
2026-04-22 13F Wilkins Miller Wealth Management, LLC 1.951 -1,81 285 2,90
2026-04-21 13F AA Financial Advisors, LLC 22.707 -1,59 3.314 3,18
2026-05-05 13F Putnam Fl Investment Management Co 9.584 -23,08 1.399 -19,33
2026-04-16 13F Genesis Private Wealth, Llc 3.668 -1,71 535 3,08
2026-05-04 13F NWF Advisory Services Inc. 178.029 -2,41 25.981 2,34
2026-05-11 13F Biltmore Family Office, LLC 690 -36,70 101 -33,77
2026-05-14 13F Mission Creek Capital Partners, Inc. 6.261 -14,33 914 -10,23
2026-05-11 13F Umb Bank N A/mo 109.023 -2,15 15.911 2,62
2026-05-14 13F Taylor Financial Group, Inc. 5.408 -3,74 789 1,02
2026-05-04 13F Conservest Capital Advisors, Inc. 5.632 -38,58 822 -35,66
2026-05-14 13F Klingman & Associates, LLC 189.356 -1,31 27.635 3,50
2026-05-12 13F Bank of Jackson Hole Trust 8.246 -2,85 1.203 1,86
2026-05-12 13F CIBC Bancorp USA Inc. 52.419 -5,94 7.650 -1,99
2026-05-07 13F Crewe Advisors LLC 3.347 -0,59 488 4,27
2026-02-13 13F Burton Enright Welch 0 -100,00 0
2026-05-04 13F Wsfs Capital Management, Llc 1.480 -11,64 216 -7,73
2026-04-08 13F First Heartland Consultants, Inc. 2.239 -24,10 327 -20,49
2026-04-13 13F Neumann Capital Management, LLC 28.688 -12,31 4.187 -8,04
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 14.650 -25,45 2.138 -21,80
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6.956 -16,96 1.015 -12,88
2026-04-27 13F Insight Inv LLC 0 -100,00 0
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-04-24 13F Peoples Bank /oh 5.738 -9,12 837 -4,67
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 1.883 -9,34 275 -5,19
2026-04-14 13F Beacon Investment Advisory Services, Inc. 2.863 -9,34 418 -5,01
2026-05-06 13F Bessemer Group Inc 6.553 -70,81 1 -100,00
2026-04-22 13F Louisbourg Investments Inc. 500 -21,26 73 -18,18
2026-05-13 13F Invst, LLC 1.856 -7,34 271 -2,88
2026-05-15 13F Evelyn Partners Investment Management Services Ltd 0 -100,00 0
2026-05-13 13F Cascade Investment Group, Inc. 2.013 -1,47 294 3,17
2026-04-24 13F DeLarme Wealth Management, Inc. 0 -100,00 0
2026-05-12 13F Greenwich Wealth Management LLC 2.776 -0,54 0
2026-04-09 13F Mechanics Bank Trust Department 12.760 -6,68 1.862 -2,10
2026-05-15 13F GLOBALT Investments LLC / GA 10.035 -0,67 1.465 4,20
2026-05-08 13F STAR Financial Bank 6.541 -4,50 955 0,10
2026-04-10 13F YHB Investment Advisors, Inc. 3.284 -1,97 479 2,79
2026-04-27 13F Pensionmark Financial Group, Llc 79.562 -0,80 11.611 4,03
2026-05-11 13F RWM Asset Management, LLC 68.887 -0,30 10.053 -0,83
2026-05-08 13F Prime Capital Investment Advisors, LLC 24.524 -0,96 3.579 3,89
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 5.572 -2,57 1
2026-04-24 13F KPP Advisory Services LLC 2.617 -2,57 382 2,14
2026-05-01 13F BKD Wealth Advisors, LLC 76.476 -1,22 11.161 3,59
2026-05-06 13F Meridian Wealth Management, LLC 4.757 -0,63 694 4,20
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 0 -100,00 0
2026-04-17 13F Signal Advisors Wealth, LLC 5.201 -19,29 759 -15,40
2026-05-07 13F First National Trust Co 3.302 -2,91 482 1,69
2026-04-27 13F Garrett Wealth Advisory Group, LLC 0 -100,00 0
2026-04-23 13F Interchange Capital Partners, LLC 5.522 -2,32 749 -4,71
2026-05-14 13F Level Four Advisory Services, Llc 7.489 -6,41 1.093 -1,80
2026-05-14 13F Aries Wealth Management 49.715 -2,08 7.255 2,69
2026-05-01 13F Thrivent Financial For Lutherans 16.991 -3,52 2 0,00
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 622 -25,69 0
2026-04-15 13F PW Nova Financial Services LLC 3.108 -0,51 454 3,42
2026-04-17 13F Burns J W & Co Inc/ny 4.748 -5,17 693 -0,57
2026-04-15 13F Fifth Third Securities, Inc. 7.980 -8,49 1.165 -4,04
2026-05-13 13F Cetera Investment Advisers 742.602 -7,16 108.375 -2,64
2026-04-01 13F Confluence Investment Management Llc 68.710 -0,91 10.028 3,92
2026-05-01 13F Sawgrass Asset Management Llc 3.286 -1,91 480 2,79
2026-05-08 13F Pnc Financial Services Group, Inc. 460.743 -4,72 67.241 -0,08
2026-04-20 13F Brandywine Oak Private Wealth Llc 1.789 -2,72 261 2,35
2026-05-08 13F Payne Capital Management, LLC 3.138 -44,70 458 -42,08
2026-01-26 13F Icapital Wealth Llc 0 -100,00 0
2026-04-28 13F Oxler Private Wealth LLC 1.460 -0,82 213 4,41
2026-05-12 13F Ameritas Advisory Services, LLC 35.779 -1,71 5.222 3,08
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 23.595 -37,96 3.443 -34,94
2026-05-08 13F MPS Loria Financial Planners, LLC 8.943 -2,88 1.305 1,87
2026-05-14 13F Hilltop Holdings Inc. 5.469 -24,68 798 -20,99
2026-05-13 13F First Trust Advisors Lp 15.487 -27,10 2.260 -23,55
2026-05-04 13F 1st Source Bank 450.028 -7,30 65.677 -2,78
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-05-14 13F Aspen Grove Capital, LLC 50.302 -0,06 7.341 4,81
2026-04-21 13F Pinnacle Associates Ltd 8.553 -6,77 1.248 -2,19
2026-04-13 13F TL Private Wealth 40.235 -0,28 5.927 2,33
2026-04-13 13F Garrett Investment Advisors LLC 2.319 -8,52 338 -3,98
2026-02-17 13F Main Street Financial Solutions, LLC 1.694 -31,36 236 -31,88
2026-04-03 13F Global Wealth Strategies & Associates 194 -10,60 28 -6,67
2026-05-14 13F Peak Asset Management, LLC 14.710 -0,35 2.147 4,48
2026-04-28 13F Belpointe Asset Management LLC 17.268 -2,15 2.520 2,65
2026-05-15 13F/A Independent Financial Group, Llc 15.539 -0,79 2.268 4,04
2026-04-23 13F American National Bank 2.011 -6,94 293 -2,33
2026-05-18 13F Arkadios Wealth Advisors 42.854 -2,10 6.254 2,68
2026-05-08 13F Stonebridge Financial Planning Group, LLC 9.323 -2,55 1.361 2,18
2026-05-12 13F Strategy Asset Managers Llc 2.955 -1,40 431 3,36
2026-04-09 13F CRA Financial Services, LLC 93.591 -5,64 13.659 -1,04
2026-05-04 13F Avantax Planning Partners, Inc. 10.112 -1,62 1.476 3,15
2026-04-15 13F Hengehold Capital Management Llc 4.242 -2,91 619 1,98
2026-05-05 13F Aventura Private Wealth, LLC 990 -16,67 144 -12,73
2026-05-15 13F MidFirst Bank 6.978 -25,25 1.018 -21,63
2026-04-13 13F Newman Dignan & Sheerar, Inc. 13.572 -0,80 1.981 4,05
2026-05-07 13F JMG Financial Group, Ltd. 2.154 -65,12 314 -63,45
2026-04-16 13F Freedom Financial Partners LLC 8.254 -6,66 1.205 -2,03
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 7.299 -14,86 1.065 -10,73
2026-05-14 13F Cwm, Llc 58.470 -15,22 8.533 94.711,11
2026-05-11 13F Integrity Alliance, Llc. 10.184 -15,09 1.486 -10,96
2026-04-24 13F Palouse Capital Management, Inc. 257 -40,78 38 -38,33
2026-05-01 13F Midwest Trust Co 111.237 -2,02 16.234 2,75
2026-05-04 13F LJI Wealth Management, LLC 2.687 -26,80 392 -23,14
2026-04-13 13F IFP Advisors, Inc 6.175 -1,53 901 3,33
2026-05-14 13F Van Hulzen Asset Management, LLC 2.079 -4,19 303 0,33
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