Institusi dan Kepemilikan Dana - Penjual
Halaman ini menunjukkan institusi, dana, dan pemegang saham utama yang mengalami penurunan kepemilikan atau menutup posisinya pada periode pelaporan terakhir. Baris merah menunjukkan posisi tertutup. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 44.000 | -4,35 | 2.032 | -5,05 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Avion Wealth | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 1.155 | -38,30 | 53 | -39,08 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 8.148 | -2,55 | 0 | |||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 50.711 | -15,90 | 2.342 | -16,54 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 61.460 | -1,70 | 2.839 | -2,44 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 440.640 | -1,96 | 20.353 | -2,62 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 32.422 | -4,07 | 1.498 | -4,77 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 10.162 | -30,21 | 469 | -30,72 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 31.163 | -0,16 | 1.439 | -0,90 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 20.437 | -1,74 | 945 | -2,58 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 26.503 | -10,15 | 1.224 | -10,79 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | American Trust | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 6.676 | -55,20 | 308 | -55,56 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 10.882 | -0,36 | 503 | -1,18 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 9.989 | -3,87 | 461 | -4,55 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 4.341 | -8,59 | 201 | -9,50 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 370.137 | -0,02 | 17.222 | -0,04 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | KWB Wealth | 447.733 | -1,89 | 20.838 | -1,89 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 18.788 | -10,90 | 868 | -11,62 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 573.367 | -1,25 | 26.484 | -1,99 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 326.201 | -3,15 | 15.067 | -3,88 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 334 | -0,30 | 15 | 0,00 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 76.797 | -97,31 | 3.547 | 24,46 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 41.864 | -2,35 | 1.931 | -3,21 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 47.129 | -7,15 | 2.193 | -7,47 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 68.220 | -5,61 | 3.151 | -6,30 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 12.331 | -87,51 | 570 | -87,62 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 70 | -75,86 | 3 | -76,92 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 28.572 | -4,74 | 1.320 | -5,45 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 10.397 | -0,57 | 480 | -1,23 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 9.358 | -0,46 | 432 | -1,14 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 26.435 | -8,21 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 2.456.447 | -1,59 | 113.463 | -2,33 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 11.830 | -4,64 | 546 | -5,37 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 85.101 | -0,28 | 3.931 | -1,03 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 103.610 | -3,82 | 4.786 | -4,81 | ||||
| 2026-01-29 | 13F | Comerica Bank | 301.869 | -6,52 | 14.049 | -6,87 | ||||
| 2026-04-20 | 13F | City State Bank | 7.384 | -1,24 | 341 | -1,73 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 4.516 | -11,81 | 209 | -12,61 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 574.741 | -8,00 | 26.547 | -8,69 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 649 | -0,15 | 30 | -3,33 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.112 | -23,36 | 51 | -23,88 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 45.770 | -19,45 | 2.130 | -19,74 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 29.539 | -72,93 | 1.364 | -73,14 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 134.011 | -20,92 | 6.190 | -21,52 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 15.763 | -39,30 | 728 | -39,74 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 971.550 | -6,80 | 44.876 | -7,50 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 12.786 | -7,68 | 591 | -8,39 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 13.418 | -1,24 | 620 | -2,06 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.817.508 | -6,62 | 130.141 | -7,32 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 24.631 | -3,58 | 1.138 | -4,29 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 16.115 | -15,69 | 744 | -16,31 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 22.071 | -2,69 | 1.019 | -3,41 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 20.578 | -0,52 | 950 | -1,55 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 19.876 | -0,32 | 1 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4.387 | -1,68 | 203 | -2,42 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 135.754 | -0,04 | 6.302 | -0,51 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 492.610 | -1,13 | 22.754 | -1,88 | ||||
| 2026-01-14 | 13F | Braun-Bostich & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 4.564 | -39,75 | 211 | -40,34 | ||||
| 2026-01-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 32.015 | -28,09 | 1 | -50,00 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 55.373 | -0,03 | 2.558 | -0,78 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 13.523 | -0,69 | 625 | -1,42 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | TFB Advisors LLC | 8.539 | -21,57 | 394 | -22,13 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1.281.107 | -2,83 | 59.174 | -3,56 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 15.095 | -11,60 | 697 | -12,22 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 256.431 | -0,14 | 11.845 | -0,89 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 128.675 | -57,57 | 5.943 | -57,89 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 127.214 | -49,32 | 5.876 | -49,70 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 11.795 | -4,21 | 545 | -5,06 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 10.317 | -1,37 | 477 | -2,06 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 33.189 | -4,40 | 1.533 | -5,14 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 4.476 | -5,37 | 207 | -6,36 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 1.710 | -79,35 | 80 | -79,53 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Savant Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 86.259 | -75,81 | 3.984 | -75,99 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 738.320 | -10,10 | 34.103 | -10,77 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Spectrum Strategic Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 44.040 | -0,20 | 2.050 | -0,58 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 24.554 | -0,87 | 1.134 | -1,56 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 416.141 | -17,61 | 19.222 | -18,23 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 7.265.228 | -2,32 | 335.581 | -3,06 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 64.364 | -0,28 | 2.973 | -1,03 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 65.709 | -9,64 | 3.035 | -10,31 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 19.160 | -29,18 | 885 | -29,71 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 52.603 | -23,47 | 2.430 | -24,05 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 62.723 | -8,61 | 2.897 | -9,98 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 74.984 | -15,79 | 3.464 | -16,43 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 32.087 | -5,18 | 1.482 | -5,84 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 147 | -10,37 | 7 | -14,29 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 20.108 | -18,09 | 929 | -18,74 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 50 | -86,41 | 2 | -88,24 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 81.687 | -4,29 | 3.773 | -5,01 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 157.855 | -17,13 | 7.291 | -17,76 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 23.411 | -1,90 | 1.081 | -2,61 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 31.511 | -13,38 | 1.455 | -14,06 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 301.632 | -16,63 | 13.932 | -17,25 | ||||
| 2026-05-13 | 13F | Invst, LLC | 441.757 | -2,68 | 20.405 | -3,42 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 11.677 | -0,49 | 539 | -1,28 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 162.529 | -4,07 | 7.507 | -4,78 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 11.358 | -2,36 | 525 | -3,14 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 483.642 | -0,91 | 22.339 | -1,66 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 8.675 | -14,54 | 401 | -15,25 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 122 | -5,43 | 6 | -16,67 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 219.564 | -2,27 | 10.142 | -3,00 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 30.137 | -0,18 | 1.392 | -0,93 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 29.073 | -98,07 | 1.343 | -98,08 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 15.890 | -18,74 | 734 | -19,45 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 4.608 | -12,76 | 212 | -12,81 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 404 | -8,39 | 19 | -10,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 718.506 | -21,41 | 33.188 | -22,00 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 123.487 | -0,65 | 5.747 | -1,02 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 1.375 | -5,43 | 64 | -5,97 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 5.792 | -1,75 | 268 | -2,55 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 70.760.965 | -1,55 | 3.268.449 | -2,29 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 31.102 | -3,22 | 1.437 | -3,95 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 4.589 | -4,24 | 212 | -5,38 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 29.929 | -1,66 | 1.379 | -2,61 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 7.022 | -6,01 | 324 | -6,63 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Wealth Group Ltd | 18.756 | -3,98 | 866 | -4,73 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 54.821 | -2,65 | 2.532 | -3,36 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 12 | -93,26 | 0 | |||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 4.980 | -48,76 | 230 | -49,12 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 576.560 | -0,83 | 26.599 | -1,69 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-06-04 | 13F | Town Capital LLC | 5.915 | -78,10 | 273 | -78,26 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 5.898 | -11,56 | 272 | -12,26 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 163.980 | -1,07 | 7.574 | -1,66 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 15.890 | -18,74 | 734 | -19,45 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 133.489 | -0,42 | 6.213 | -0,78 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 2.437 | -15,97 | 113 | -16,42 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 20.666 | -12,59 | 955 | -13,27 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 347.461 | -0,13 | 16.049 | -0,88 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 21.282 | -8,86 | 983 | -9,48 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 58.955 | -6,83 | 2.723 | -7,51 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 672.959 | -23,19 | 31.084 | -23,76 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 2.420 | -42,65 | 112 | -43,37 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 6.610 | -10,62 | 305 | -11,34 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 22.501 | -25,72 | 1.039 | -26,57 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 5.590 | -4,26 | 258 | -5,17 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 4.629 | -83,79 | 214 | -83,97 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 24.900 | -1,67 | 1.150 | -2,38 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 354.910 | -4,71 | 16 | -5,88 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 1.229.925 | -5,41 | 56.810 | -6,25 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 13.437 | -8,26 | 621 | -8,96 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 137.535 | -16,30 | 6.353 | -16,93 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 18.795 | -9,46 | 868 | -10,14 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 21.705 | -20,63 | 1.003 | -21,23 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 4.869 | -27,99 | 225 | -28,66 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 1.090.959 | -0,24 | 50.391 | -0,99 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 5.491 | -5,26 | 254 | -5,95 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 29.562 | -3,93 | 1.365 | -4,68 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 79.421 | -0,38 | 4 | 0,00 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 30.930 | -1,28 | 1.429 | -2,06 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 10.010 | -0,04 | 462 | -0,86 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 31.831 | -65,09 | 1.470 | -65,35 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 11.591 | -13,07 | 534 | -13,45 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 7.816 | -8,48 | 362 | -8,59 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 81.159 | -3,21 | 3.749 | -3,95 | ||||
| 2026-04-07 | 13F | Ethos Capital Management, Inc. | 10.175 | -21,88 | 470 | -22,61 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 156.007 | -0,42 | 7.206 | -0,98 | ||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 65.476 | -6,15 | 3.024 | -6,87 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 35.498 | -11,42 | 1.640 | -12,12 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 13.265 | -5,77 | 615 | -7,10 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Bank Of Hawaii | 407.270 | -0,29 | 18.812 | -1,05 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 6.127 | -31,96 | 283 | -32,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5.423 | -19,42 | 251 | -20,13 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 111.868 | -3,08 | 5.167 | -3,80 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 949.545 | -2,67 | 44.192 | -3,03 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 92.725 | -20,51 | 4.283 | -21,11 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 1.247.471 | -22,76 | 57.621 | -23,35 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 100.367 | -14,48 | 4.636 | -15,13 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 8.029 | -3,60 | 371 | -4,39 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 81.398 | -0,23 | 3.760 | -1,00 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 53.515 | -0,31 | 2.472 | -1,08 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 21.057 | -1,56 | 973 | -2,31 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 252.557 | -21,49 | 11.666 | -22,08 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 2.344 | -1,97 | 109 | -1,80 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | PFW Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 15.048 | -0,33 | 700 | -0,71 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 55.628 | -83,34 | 2.569 | -83,47 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 29.230 | -0,79 | 1.349 | -1,60 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 27.868 | -77,56 | 1.287 | -77,73 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 12.702 | -7,92 | 587 | -8,72 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4.877 | -1,41 | 225 | -2,17 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 108.788 | -2,29 | 5.063 | -4,15 | ||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 26.087 | -4,50 | 1.205 | -5,27 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Hoese & Co LLP | 43.259 | -29,59 | 1.998 | -30,15 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.772.218 | -6,76 | 128.079 | -7,46 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 14.378 | -0,37 | 664 | -1,04 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1.735 | -30,15 | 80 | -30,43 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 43.832 | -0,71 | 2.025 | -1,46 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 366.023 | -0,72 | 16.907 | -1,47 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 337 | -5,87 | 16 | -6,25 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 7.626 | -9,77 | 352 | -10,43 | ||||
| 2026-05-15 | 13F | Eight 31 Financial Llc | 130.615 | -0,20 | 6.033 | -0,95 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 61.337 | -0,28 | 2.833 | -1,01 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 3.866 | -64,30 | 179 | -64,61 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 77.064 | -41,85 | 3.560 | -42,29 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 90.553 | -9,55 | 4.183 | -10,24 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 330.604 | -11,98 | 15.271 | -12,65 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 5.186 | -9,87 | 239 | -10,86 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 8.448 | -9,04 | 390 | -9,72 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 191.178 | -0,03 | 8.830 | -0,79 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | First Community Trust Na | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 288.181 | -5,71 | 13.311 | -6,42 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 1.366.932 | -1,46 | 63.139 | -2,20 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 994 | -5,51 | 46 | -6,12 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 15.091 | -3,02 | 697 | -3,73 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 565 | -13,08 | 26 | -13,33 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 33.952 | -0,72 | 1.568 | -1,45 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 983.682 | -2,95 | 45.436 | -3,68 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 51.822 | -1,20 | 2.394 | -1,97 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.199 | -4,97 | 102 | -5,61 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 33.781 | -8,31 | 1.560 | -8,98 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4.422 | -56,29 | 204 | -56,60 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 35.276 | -48,14 | 1.629 | -48,53 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 360.402 | -0,05 | 16.647 | -0,79 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 32.673 | -2,10 | 1.509 | -2,83 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 159.169 | -1,83 | 7.352 | -2,58 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 103.947 | -3,89 | 4.801 | -4,61 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 67.127 | -4,23 | 3.101 | 103.233,33 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 201.654 | -1,02 | 9.314 | -1,76 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 10.735 | -78,76 | 496 | -78,95 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 13.189 | -17,08 | 609 | -17,70 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 11.564 | -1,25 | 534 | -1,84 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 13.007 | -12,87 | 601 | -13,54 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 |
