MDY / State Street SPDR S&P MIDCAP 400 ETF Trust - Proprietate instituțională - Vânzători

State Street SPDR S&P MIDCAP 400 ETF Trust
US ˙ ARCA ˙ US78467Y1073

Proprietatea instituțională și de fond - Vânzători

Această pagină prezintă instituții, fonduri și acționari principali care au scăzut deținerile sau și-au închis pozițiile în ultima perioadă de raportare. Rândurile roșii indică poziții închise. Faceți clic pe pictograma linkului pentru a vedea istoricul complet al tranzacțiilor.

Faceți upgrade pentru a debloca datele premium.

Data fișierului Sursă Investitor Tip Preț mediu
(Est)
Acțiuni Δ Acțiuni
(%)
Raportat
Valoare
(1000 USD)
Valoarea Δ
(%)
Port Alloc
(%)
2026-04-14 13F West Branch Capital LLC 0 -100,00 0
2026-04-23 13F Granite Harbor Advisors, Inc. 479 -2,44 295 -0,34
2026-04-20 13F Tower View Investment Management & Research LLC 949 -0,42 585 1,92
2026-05-06 13F Gryphon Financial Partners LLC 2.005 -1,76 1.236 0,41
2026-04-22 13F Romano Brothers And Company 5.599 -0,55 3.453 1,68
2026-04-08 13F NorthCrest Asset Manangement, LLC 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 229.855 -4,52 141.661 -2,48
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 45.685 -47,46 28.435 -48,01
2026-04-24 13F TKG Advisors, LLC 13.235 -0,56 8.163 1,67
2026-05-04 13F Carrera Capital Advisors 1.091 -23,55 675 -21,99
2026-05-11 13F Glaxis Capital Management, LLC 340 -74,63 210 -74,13
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-05-05 13F Atria Investments Llc 4.199 -56,46 2.590 -55,48
2026-04-29 13F Steele Capital Management, Inc. 33.057 -0,50 20.439 1,61
2026-05-14 13F CIBC World Markets Inc. 6.018 -0,45 3.712 1,78
2026-04-15 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-04-30 13F Hsbc Holdings Plc 7.831 -9,83 4.823 -8,05
2026-02-04 13F UNIVEST FINANCIAL Corp 0 -100,00 0
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100,00 0 -100,00
2026-05-01 13F Associated Banc-corp 7.643 -0,51 4.714 1,70
2026-05-04 13F Cfo Capital Management Llc 0 -100,00 0
2026-05-06 13F Fiduciary Wealth Partners, LLC 1.261 -24,67 778 -22,99
2026-05-15 13F Lionsbridge Wealth Management LLC 3.827 -15,56 2.360 -13,68
2026-01-22 13F Pinnacle Bancorp, Inc. 0 -100,00 0
2026-04-06 13F WASHINGTON TRUST Co 85.504 -0,36 52.735 1,86
2026-05-04 13F Redwood Park Advisors LLC 515 -6,87 318 -4,80
2026-05-15 13F Wellspring Financial Advisors, LLC 17.601 -4,78 10.855 -2,66
2026-04-20 13F GSB Wealth Management, LLC 1.035 -0,48 638 1,75
2026-05-05 13F HighTower Advisors, LLC 235.008 -0,46 144.946 1,77
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-04-22 13F Motco 9.148 -1,27 5.642 0,95
2026-04-23 13F Spinnaker Trust 5.055 -0,02 3.117 2,23
2026-04-23 13F Mayflower Financial Advisors, LLC 6.823 -1,44 4.208 0,77
2026-04-29 13F Clear Point Advisors Inc. 0 -100,00 0
2026-05-13 13F Cynosure Management, Llc 353 -16,15 218 -13,20
2026-01-28 13F Edge Financial Advisors LLC 2.742 -1,22 1.654 0,00
2026-05-12 13F Ellis Investment Partners, LLC 563 -0,18 348 2,06
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 5.650 -19,16 3.485 -17,36
2026-05-15 13F Graham Capital Management, L.P. 0 -100,00 0
2026-04-23 13F Jones Kertz & Associates, Inc. 3.070 -0,29 1.893 1,94
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-04-15 13F AlphaStar Capital Management, LLC 2.058 -3,43 1.269 -1,25
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-08 13F Retirement Planning Co of New England, Inc. 688 -1,43 424 0,95
2026-04-20 13F Ronald Blue Trust, Inc. 932 -15,43 575 -13,55
2026-04-15 13F Curbstone Financial Management Corp 31.188 -0,42 19.236 1,81
2026-05-15 13F DV Trading LLC 2.123 -9,62 1.309 -7,62
2026-05-11 13F Chilton Capital Management Llc 36 -62,11 22 -61,40
2026-02-26 13F Ssa Swiss Advisors Ag 4.667 -11,64 2.818 -10,46
2026-04-22 13F Stone Point Wealth LLC 944 -16,31 582 -14,41
2026-05-14 13F Beaird Harris Wealth Management, LLC 281 -52,21 173 -51,13
2026-05-12 13F Wood Tarver Financial Group, LLC 1.504 -0,79 1
2026-05-15 13F Shufro Rose & Co Llc 387 -11,24 238 -9,51
2026-04-27 13F Canal Capital Management, LLC 785 -6,21 484 -4,16
2026-05-12 13F Tiaa Trust, National Association 2.188 -83,95 1.349 -83,59
2026-05-01 13F Pittenger & Anderson Inc 58.782 -9,33 36.254 -7,30
2026-04-06 13F InTrack Investment Management Inc 889 -44,40 548 -43,15
2026-04-28 13F Berger Financial Group, Inc 1.630 -0,61 1.005 1,62
2026-04-21 13F Meridian Financial, LLC 2.647 -15,24 1.633 -13,33
2026-04-24 13F Essex Financial Services, Inc. 2.686 -0,85 1.657 1,35
2026-04-13 13F Bank of New Hampshire 8.479 -0,55 5.230 1,67
2026-04-24 13F Bayban 273 -19,71 168 -18,05
2026-05-01 13F Advisors Capital Management, LLC 887 -1,11 547 1,11
2026-05-14 13F Capital Fund Management S.a. Call 0 -100,00 0
2026-05-08 13F Resources Investment Advisors, LLC. 6.065 -3,75 3.741 -1,60
2026-04-13 13F Ullmann Financial Group, Inc. 2.489 -0,64 1.535 3,37
2026-04-30 13F Beirne Wealth Consulting Services, LLC 0 -100,00 0
2026-05-13 13F NewEdge Wealth, LLC 757 -93,32 467 -93,19
2026-05-11 13F RiverFront Investment Group, LLC 0 -100,00 0
2026-05-13 13F Lavaca Capital Llc 3.500 -11,21 2.159 -9,25
2026-04-07 13F Hobart Private Capital, LLC 0 -100,00 0
2026-04-16 13F Balboa Wealth Partners 9.166 -0,12 5.653 2,11
2026-04-08 13F Gilman Hill Asset Management, LLC 4.408 -0,90 2.719 1,30
2026-05-07 13F Agf Management Ltd 15.569 -1,42 9.602 0,78
2026-05-20 13F SOA Wealth Advisors, LLC. 1.903 -2,21 1.173 0,00
2026-05-13 13F Triumph Capital Management 2.110 -12,56 1.305 -10,38
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 1.869 -24,30 1.153 -22,63
2026-05-12 13F Disciplined Investments, LLC 2.464 -0,36 1.520 1,88
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 2.877 -2,74 1.774 -0,56
2026-05-12 13F Smith Chas P & Associates Pa Cpas 7.510 -0,77 4.632 1,45
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-04-30 13F Paladin Advisory Group, LLC 4.734 -9,83 2.920 -7,83
2026-04-28 13F Kingswood Wealth Advisors, Llc 2.540 -0,55 1.567 1,69
2026-05-14 13F Bernard Wealth Management Corp. 171 -5,52 105 -3,67
2026-04-21 13F Patton Albertson Miller Group, Llc 575 -2,54 355 -0,28
2026-05-06 13F Jennison Associates Llc 1.874 -46,88 1.156 -45,72
2026-04-23 13F Northstar Asset Management Llc 4.755 -1,25 2.933 0,96
2026-05-15 13F Breakwater Investment Management 349 -8,16 215 -6,11
2026-04-16 13F Montecito Bank & Trust 2.157 -0,19 1.330 2,07
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 2.791 -0,99 1.721 1,24
2026-05-11 13F MCF Advisors LLC 21.018 -0,59 12.980 1,57
2026-04-27 13F Osborne Partners Capital Management, Llc 1.843 -9,39 1.136 -7,42
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0
2026-05-15 13F Bank Of America Corp /de/ 2.047.984 -3,41 1.263.115 -1,25
2026-04-22 13F Apollon Wealth Management, LLC 7.890 -4,95 4.866 -2,82
2026-04-23 13F Moss Adams Wealth Advisors LLC 0 -100,00 0
2026-05-04 13F Element Wealth, LLC 2.395 -1,64 1.477 0,61
2026-05-13 13F First Citizens Bank & Trust Co 6.222 -3,95 3.837 -1,82
2026-04-22 13F J. Team Financial, Inc. 518 -8,32 319 -6,18
2026-05-06 13F Private Wealth Asset Management, LLC 9.739 -2,09 6.007 0,10
2026-05-11 13F/A GFS Advisors, LLC 15.276 -2,25 9.422 -0,07
2026-05-15 13F Alliancebernstein L.p. 251.130 -2,87 151.502 -2,87
2026-05-11 13F Haverford Trust Co 7.832 -0,71 4.830 1,51
2026-05-07 13F Meeder Advisory Services, Inc. 499 -11,21 308 -9,44
2026-05-12 13F M&t Bank Corp 26.157 -16,50 16.133 -14,63
2026-04-29 13F Golden Road Advisors Llc 0 -100,00 0
2026-05-14 13F Missouri Trust & Investment Co 836 -0,59 516 1,58
2026-05-15 13F Vestmark Advisory Solutions, Inc. 2.847 -74,66 1.756 -74,09
2026-04-23 13F J.w. Cole Advisors, Inc. 6.890 -5,53 4.249 35,88
2026-05-07 13F Lyell Wealth Management, Lp 1.903 -0,52 1.174 1,65
2026-05-12 13F Rsm Us Wealth Management Llc 54.054 -0,05 3.565 0,73
2026-05-14 13F Venture Visionary Partners LLC 1.154 -0,69 712 1,43
2026-05-14 13F Alpha Wealth Funds, LLC 2.870 -5,31 1.770 -3,17
2026-04-30 13F Petix & Botte Co 725 -50,00 894 2,29
2026-05-12 13F Community Bank, N.A. 10.822 -3,37 6.675 -1,20
2026-04-30 13F Sollinda Capital Management LLC 0 -100,00 0
2026-05-28 13F Ramiah Investment Group 0 -100,00 0 -100,00
2026-05-18 13F Edgestream Partners, L.P. 377 -10,87 233 -9,02
2026-05-04 13F Flynn Zito Capital Management, Llc 879 -3,51 542 -1,46
2026-05-12 13F Colonial Trust Co / SC 686 -0,44 423 1,93
2026-05-13 13F Heritage Wealth Advisors 5 -99,80 3 -99,81
2026-05-07 13F Commonwealth Financial Services, LLC 684 -2,15 422 0,00
2026-04-13 13F Colorado Capital Management, Inc. 7.906 -3,59 5 0,00
2026-04-10 13F Capital Advantage, Inc. 1.784 -0,11 1.100 2,14
2026-05-01 13F Hills Bank & Trust Co 115.410 -1,85 71.180 0,34
2026-05-15 13F AlphaCore Capital LLC 998 -17,45 615 -15,64
2026-05-04 13F Mml Investors Services, Llc 20.434 -15,21 12.603 -13,32
2026-04-22 13F Matrix Asset Advisors Inc/ny 5.979 -2,24 3.688 -0,08
2026-04-21 13F Old Second National Bank Of Aurora 3.188 -10,73 1.966 -8,73
2026-04-14 13F Precedent Wealth Partners, Llc 5.880 -0,10 3.627 2,14
2026-05-14 13F Empower Advisory Group, LLC 356 -12,96 219 -10,98
2026-05-15 13F Bragg Financial Advisors, Inc 892 -0,78 550 1,48
2026-04-14 13F Wealthcare Advisory Partners LLC 3.740 -0,64 2.307 1,59
2026-04-15 13F DAVENPORT & Co LLC 1.258 -17,67 776 -15,85
2026-05-14 13F Hazlett, Burt & Watson, Inc. 437 -5,82 0
2026-05-12 13F Jane Street Group, Llc 3.022 -90,79 1.864 -90,59
2026-05-15 13F Mercer Global Advisors Inc /adv 26.915 -6,45 16.600 -4,39
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-05 13F Plante Moran Financial Advisors, LLC 989 -0,30 610 1,84
2026-04-16 13F Ballast Rock Private Wealth LLC 461 -13,83 285 -12,07
2026-04-22 13F RMR Wealth Builders 13.966 -2,98 8.614 -0,81
2026-04-22 13F Investment Advisory Group, LLC 3.637 -2,99 2.243 -0,80
2026-04-29 13F ArborFi Advisors, LLC 541 -3,05 334 -0,89
2026-05-15 13F Susquehanna International Group, Llp Call 204.300 -15,40 126.004 -13,51
2026-05-07 13F JSF Financial, LLC 449 -4,26 277 -1,77
2026-05-15 13F Susquehanna International Group, Llp Put 134.800 -51,75 83.139 -50,68
2026-05-01 13F Welch & Forbes Llc 161.554 -3,12 99.640 -0,95
2026-05-15 13F Hancock Whitney Corp 32.253 -2,23 21.213 6,59
2026-05-13 13F Intrepid Financial Planning Group LLC 7.541 -2,22 4.651 -0,02
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 6.562 -2,10 4.047 0,10
2026-05-11 13F WealthTrust Axiom LLC 462 -0,86 285 1,42
2026-04-24 13F TSG Advice Partners, LLC 35.383 -65,70 21.823 -64,93
2026-04-09 13F Thrive Wealth Management, LLC 17.760 -2,34 10.953 -0,15
2026-05-04 13F Sound Portfolio Advisors, LLC 483 -8,17 298 -6,31
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 76 -57,54 47 -56,48
2026-02-09 13F Mathes Company, Inc. 0 -100,00 0
2026-04-10 13F Revolve Wealth Partners, LLC 3.649 -3,59 2.251 -1,45
2026-04-13 13F Kmg Fiduciary Partners, Llc 7.552 -0,04 4.658 2,19
2026-04-10 13F RTD Financial Advisors, Inc. 1.062 -33,83 655 -32,33
2026-05-12 13F Northwest Bancshares, Inc. 2.870 -1,58 1.770 0,63
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-04-23 13F Simmons Bank 24.461 -0,22 15.086 2,01
2026-05-14 13F Evoke Wealth, Llc 4.612 -0,02 2.852 2,11
2026-05-07 13F Koss-Olinger Consulting, LLC 1.472 -18,13 908 -16,41
2026-05-12 13F Coyle Financial Counsel LLC 2.747 -0,07 1.694 2,17
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-04-24 13F Livet Wealth, LLC 1.141 -0,78 704 1,44
2026-05-04 13F Providence First Trust Co 4.236 -13,32 2.613 -11,40
2026-05-04 13F Mendel Money Management 0 -100,00 0
2026-04-13 13F Winthrop Advisory Group LLC 4.457 -0,13 2.756 1,96
2026-04-17 13F Boston Private Wealth Llc 1.867 -3,36 1.151 -1,20
2026-01-23 13F McCarthy & Cox 0 -100,00 0
2026-05-13 13F TradeLink Capital LLC 0 -100,00 0
2026-05-05 13F Gould Asset Management Llc /ca/ 2.781 -14,59 1.715 -12,68
2026-05-05 13F Clear Harbor Asset Management, LLC 1.966 -0,76 1.213 1,42
2026-05-11 13F Timmons Wealth Management, LLC 9 -89,29 5 -90,00
2026-04-08 13F RVW Wealth, LLC 3.629 -12,11 2.238 -10,12
2026-04-13 13F Creative Financial Designs Inc /adv 327 -28,45 202 -26,91
2026-04-21 13F Sage Financial Management Group, Inc. 4.103 -2,22 2.531 -0,04
2026-05-15 13F Royal Bank Of Canada 299.723 -14,93 184.858 -13,03
2026-04-27 13F Victory Financial Group, Llc 4.236 -24,17 2.613 -22,49
2026-05-06 13F TopTier Wealth Management, LLC 2.130 -13,34 1.314 -11,40
2026-04-08 13F Grove Bank & Trust 12.190 -1,91 7.518 0,29
2026-05-13 13F Buckingham Strategic Partners 12.512 -3,17 7.717 -1,00
2026-04-22 13F Coston, McIsaac & Partners 6 -14,29 0
2026-04-30 13F First Horizon Corp 11.079 -0,87 6.833 1,35
2026-04-22 13F Tred Avon Family Wealth, Llc 707 -5,35 436 -3,11
2026-04-13 13F Gridiron Partners, LLC 3.123 -1,30 1.926 0,94
2026-05-15 13F EFG International AG 0 -100,00 0
2026-04-22 13F Clear Creek Financial Management, LLC 1.075 -0,74 663 1,38
2026-04-10 13F Octavia Wealth Advisors, LLC 644 -7,74 398 -5,69
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 1.910 -1,29 1.178 0,94
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 3.915 -23,07 2.414 -21,37
2026-05-08 13F LaSalle St. Investment Advisors, LLC 1.962 -1,06 1.211 120.900,00
2026-05-01 13F Citizens Financial Group Inc/ri 59.036 -0,30 36.411 1,93
2026-05-05 13F CapWealth Advisors, LLC 0 -100,00 0
2026-02-11 13F Lowe Brockenbrough & Co Inc 0 -100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 63.514 -6,36 39.709 -6,82
2026-04-28 13F Golden State Wealth Management, LLC 2.398 -0,54 1.479 1,65
2026-01-27 13F Farrow Financial Inc. 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-13 13F Family Office Research LLC 0 -100,00 0
2026-04-27 13F Truist Financial Corp 118.348 -2,13 72.992 0,05
2026-05-01 13F CMG Global Holdings, LLC 11.164 -0,47 6.885 -3,83
2026-05-12 13F Stifel Financial Corp 106.846 -11,41 65.901 -9,43
2026-05-06 13F Modera Wealth Management, LLC 7.412 -18,71 4.571 -16,89
2026-05-14 13F Trustmark National Bank Trust Department 31.740 -1,20 19.576 1,01
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-17 13F Stephenson National Bank & Trust 4.800 -10,70 2.960 -8,70
2026-05-15 13F Advisory Services Network, LLC 6.131 -4,11 3.782 -1,97
2026-05-11 13F Wells Fargo & Company/mn 1.193.336 -11,16 736.002 -9,18
2026-05-14 13F Ballentine Partners, LLC 6.518 -4,37 4.020 -2,24
2026-04-10 13F Impact Capital Partners LLC 0 -100,00 0
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 3.355 -38,96 2.069 -37,59
2026-04-29 13F Cary Street Partners Financial Llc 2.208 -12,31 1.362 -10,40
2026-04-09 13F Curated Wealth Partners LLC 0 -100,00 0
2026-05-13 13F PKS Advisory Services, LLC 3.795 -1,07 2.340 1,12
2026-05-15 13F Citadel Advisors Llc Call 270.200 -13,31 166.649 -11,38
2026-04-28 13F Jacksonville Wealth Management, LLC 1.109 -1,51 684 0,59
2026-04-20 13F Breakwater Capital Group 7.432 -0,96 4.584 1,26
2026-05-12 13F Operose Advisors LLC 0 -100,00 0
2026-01-07 13F Qp Wealth Management, Llc 0 -100,00 0
2026-04-28 13F Paller Financial Services Inc 8.671 -5,58 5.348 -3,47
2026-04-28 13F ORG Wealth Partners, LLC 121 -6,20 75 -5,13
2026-04-08 13F Winter & Associates, Inc. 9.050 -15,48 5.658 -12,41
2026-05-13 13F Brinker Capital Investments, LLC 4.724 -21,99 2.914 -20,26
2026-05-13 13F Aureus Asset Management, LLC 0 -100,00 0
2026-04-07 13F Eastern Bank 5.194 -2,66 3.203 -0,50
2026-04-24 13F Ledyard National Bank 569 -4,85 351 -2,78
2026-05-15 13F NorthRock Partners, LLC 4.059 -0,10 2.503 2,12
2026-05-11 13F Smith Partners Wealth Management, LLC 0 -100,00 0
2026-04-23 13F Blackston Financial Advisory Group, LLC 669 -18,22 413 -16,43
2026-05-14 13F Northern Oak Wealth Management Inc 3.402 -0,15 2.098 2,09
2026-04-27 13F Greenleaf Trust 5.665 -1,38 3.494 0,81
2026-02-13 13F Barclays Plc 24.976 -83,94 15.068 -83,74
2026-04-24 13F Berkeley, Inc 489 -16,55 302 -14,73
2026-05-15 13F Goldman Sachs Group Inc 881.942 -14,22 543.947 -12,31
2026-05-13 13F Principal Securities, Inc. 840 -0,12 518 2,17
2026-04-22 13F Youngs Advisory Group, Inc. 32.568 -0,25 20.087 1,99
2026-05-06 13F Audent Global Asset Management, LLC 4.582 -20,93 3.385 -3,51
2026-04-16 13F Diversified Trust Co 4.403 -4,16 2.716 -2,02
2026-04-10 13F Briaud Financial Planning, Inc 0 -100,00 0
2026-04-29 13F Seelaus Asset Management LLC 814 -13,31 502 -11,31
2026-04-22 13F JNBA Financial Advisors 887 -3,59 547 -1,44
2026-04-30 13F LRI Investments, LLC 87 -83,65 54 -83,44
2026-04-23 13F Intrua Financial, LLC 0 -100,00 0
2026-05-07 13F Hopwood Financial Services, Inc. 10.138 -2,53 6.253 -0,37
2026-05-12 13F Atlantic Union Bankshares Corp 84.363 -2,54 52.032 -0,36
2026-02-17 13F High Falls Advisors, Inc 1.902 -5,00 1.147 -3,78
2026-02-12 13F CIBC Private Wealth Group, LLC 10.721 -3,97 6.468 -2,81
2026-05-04 13F Objective Capital Management, LLC 0 -100,00 0
2026-05-15 13F Glen Eagle Advisors, LLC 6.250 -1,09 3.855 1,10
2026-01-09 13F Graves-Light Private Wealth Management, Inc. 0 -100,00 0
2026-05-06 13F Bartlett & Co. Wealth Management Llc 63.092 -0,36 41.661 8,69
2026-05-04 13F Sterling Investment Advisors, Ltd. 4.076 -0,54 2.514 1,66
2026-04-06 13F CX Institutional 1.142 -2,89 1
2026-05-08 13F Bokf, Na 7.653 -4,10 4.720 -1,95
2026-01-29 13F UBS Group AG Call 0 -100,00 0 -100,00
2026-05-05 13F Journey Advisory Group, LLC 2.202 -2,44 1.358 -0,22
2026-05-14 13F Vivaldi Capital Management, LLC 352 -9,97 217 -8,47
2026-05-11 13F Aptus Capital Advisors, LLC 1.571 -1,01 969 1,15
2026-04-17 13F Hanson & Doremus Investment Management 69 -69,33 0
2026-04-22 13F Janney Montgomery Scott LLC 44.437 -15,63 27 -12,90
2026-05-12 13F Kovack Advisors, Inc. 1.267 -2,54 784 0,00
2026-04-16 13F First Merchants Corp 15.514 -0,34 9.568 1,88
2026-04-23 13F Oppenheimer & Co Inc 8.273 -41,87 5.102 -40,57
2026-04-23 13F American National Bank 162 -10,99 100 -9,17
2026-05-11 13F Foundations Investment Advisors, LLC 1.536 -12,97 948 -11,00
2026-02-10 13F Inspire Trust Co, N.a. 0 -100,00 0
2026-04-22 13F Semitam Bonam Llc 2.523 -2,51 1.556 -0,32
2026-05-07 13F Dakota Wealth Management 11.004 -6,02 6.787 -3,92
2026-05-14 13F Raymond James Financial Inc 497.191 -10,90 306.648 -8,91
2026-05-13 13F Boston Family Office Llc 11.081 -4,10 7 0,00
2026-05-15 13F Tower Research Capital LLC (TRC) 53 -97,77 33 -97,76
2026-04-14 13F Arvest Investments, Inc. 15.505 -3,98 9.563 -1,84
2026-04-13 13F Pettinga Financial Advisors, LLC 1.453 -0,68 896 1,59
2026-05-14 13F SlateStone Wealth, LLC 2.875 -0,35 2 0,00
2026-05-15 13F Advisor Group Holdings, Inc. 75.901 -15,61 46.853 -13,78
2026-05-13 13F Bank Of Montreal /can/ 488.938 -4,84 301.557 -2,71
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 56 -21,13 35 -20,93
2026-05-13 13F Scotia Capital Inc. 3.715 -0,54 2.291 1,73
2026-01-30 13F Strategic Blueprint, LLC 0 -100,00 0
2026-05-18 13F Centaurus Financial, Inc. 5.126 -7,19 3 0,00
2026-04-21 13F Creekside Partners 886 -0,34 546 1,87
2026-04-22 13F Evensky & Katz LLC 7.239 -3,58 4 0,00
2026-05-15 13F Change Path, LLC 8.800 -6,05 5.427 -3,95
2026-05-11 13F Great Lakes Advisors, Llc 0 -100,00 0
2026-05-29 13F Asset Dedication, LLC 572 -8,04 353 -6,13
2026-05-12 13F Anchor Capital Advisors Llc 546 -1,62 337 0,60
2026-04-23 13F Forum Financial Management, LP 872 -1,47 538 0,75
2026-05-05 13F Capital Investment Advisory Services, LLC 3.608 -3,99 2.225 -1,85
2026-05-13 13F Arvest Bank Trust Division 227.616 -1,85 140.384 0,34
2026-04-20 13F Contravisory Investment Management, Inc. 352 -0,28 217 2,36
2026-04-09 13F Everhart Financial Group, Inc. 0 -100,00 0
2026-05-12 13F Index Fund Advisors, Inc. 469 -1,05 289 1,40
2026-04-23 13F Oppenheimer Asset Management Inc. 0 -100,00 0
2026-04-28 13F Dumont & Blake Investment Advisors Llc 17.585 -3,41 10.846 108.350,00
2026-05-11 13F Portland Global Advisors LLC 65.441 -1,60 40.361 0,60
2026-05-15 13F Toronto Dominion Bank 0 -100,00 0
2026-04-17 13F/A Founders Financial Securities Llc 1.788 -5,25 1.154 1,32
2026-05-01 13F Abound Financial, Llc 831 -0,95 513 1,19
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 6.533 -1,72 4.030 -1,32
2026-05-15 13F Fiduciary Trust Co 5.480 -7,29 3.380 -5,24
2026-05-15 13F Kcm Investment Advisors Llc 14.012 -3,07 8.642 -0,92
2026-05-05 13F Fisher Asset Management, LLC 0 -100,00 0
2026-04-24 13F Financial Life Planners 3.808 -1,88 2.349 0,30
2026-05-07 13F Bearing Point Capital, Llc 13.736 -0,52 8.472 1,69
2026-04-16 13F Blue Zone Wealth Advisors, LLC 1.840 -0,22 1.135 1,98
2026-04-17 13F CENTRAL TRUST Co 9.707 -0,03 5.987 2,20
2026-05-15 13F Signal Tree Financial Partners Llc 2.157 -1,46 1.330 0,76
2026-05-15 13F Quantinno Capital Management LP 15.027 -7,38 9.268 -5,30
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 10.572 -2,40 6.520 -0,21
2026-04-27 13F JB Capital LLC 343 -8,04 212 -6,22
2026-05-11 13F American Money Management, LLC 1.452 -3,84 896 -1,65
2026-05-01 13F Connecticut Wealth Management, LLC 3.985 -12,30 2.458 -10,36
2026-05-13 13F Choate Investment Advisors 2.013 -2,14 1.242 0,08
2026-05-15 13F Peapack Gladstone Financial Corp 49.887 -6,15 31 -6,25
2026-05-08 13F Gen-Wealth Partners Inc 1.507 -0,40 929 1,86
2026-05-29 13F Keel Point, LLC 400 -17,36 247 -15,75
2026-05-08 13F Valeo Financial Advisors, LLC 1.008 -7,44 614 -6,40
2026-04-28 13F Integrated Advisors Network LLC 2.836 -12,01 1.749 -10,03
2026-05-13 13F Tiemann Investment Advisors, Llc 2.906 -1,12 1.792 1,07
2026-05-13 13F Lido Advisors, LLC 54.342 -0,35 33.557 2,47
2026-05-19 13F Western Wealth Management, LLC 1.065 -0,93 657 1,23
2026-04-29 13F Saxon Interests, Inc. 1.860 -21,68 1.147 -19,96
2026-01-23 13F Aldebaran Financial Inc. 0 -100,00 0
2026-04-28 13F Bogart Wealth, LLC 422 -36,06 260 -34,67
2026-05-01 13F Johnson Investment Counsel Inc 37.076 -1,72 22.867 0,47
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-20 13F Emprise Bank 2.096 -1,18 1.293 1,02
2026-05-11 13F Ashton Thomas Private Wealth, LLC 8.298 -2,47 5.118 -0,66
2026-05-12 13F Creative Planning 248.681 -10,08 153.377 -8,07
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 3.783 -7,51 2.333 -5,47
2026-05-15 13F Quarry LP 0 -100,00 0
2026-04-24 13F Heritage Investors Management Corp 49.152 -1,54 30 0,00
2026-04-30 13F Csenge Advisory Group 18.185 -1,78 11.216 0,41
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 44.301 -0,22 27.323 2,01
2026-04-29 13F Mirae Asset Securities (usa) Inc. 83.318 -25,03 51.387 -23,35
2026-04-28 13F Meridian Investment Counsel Inc. 8.550 -0,18 5.273 2,07
2026-05-12 13F IFG Advisory, LLC 3 -99,93 2 -99,96
2026-05-15 13F Ameriflex Group, Inc. 171 -15,35 105 -13,22
2026-05-12 13F One Capital Management, LLC 342 -6,30 211 -4,09
2026-04-28 13F St. Johns Investment Management Company, LLC 3.866 -2,69 2.384 -0,50
2026-02-17 13F Moore Capital Management, Lp 0 -100,00 0
2026-02-12 13F FineMark National Bank & Trust 116.109 -0,31 70.046 0,91
2026-05-13 13F AE Wealth Management LLC 1.084 -26,71 669 -25,11
2026-05-01 13F Trifecta Capital Advisors, LLC 18.311 -6,40 11.293 -4,31
2026-05-12 13F Advocacy Wealth Management Services, LLC 0 -100,00 0
2026-05-05 13F Beaumont Financial Advisors, LLC 2.318 -1,82 1.430 0,35
2026-05-06 13F LPL Financial LLC 163.404 -6,33 100.781 -4,24
2026-04-29 13F WealthPLAN Partners, LLC 683 -41,37 421 -40,03
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-04-21 13F Maseco Llp 0 -100,00 0
2026-04-17 13F Certified Advisory Corp 1.049 -2,15 647 0,00
2026-05-14 13F Harvest Investment Services, LLC 1.559 -46,15 962 -44,90
2026-05-06 13F Ascent Wealth Partners, LLC 41.532 -35,44 25.615 -33,99
2026-05-07 13F Prescott Group Capital Management, L.l.c. 10.342 -43,36 6.379 -42,10
2026-04-24 13F Keystone Global Partners, LLC 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-05-11 13F Integrity Alliance, Llc. 571 -10,22 352 -8,09
2026-05-13 13F 49 Wealth Management, Llc 548 -0,36 338 1,81
2026-05-06 13F Tandem Wealth Advisors LLC 40.661 -1,54 25.078 -1,55
2026-05-11 13F Bailard, Inc. 6.012 -0,12 3.708 2,09
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-04-21 13F Trust Co Of Virginia /va 0 -100,00 0
2026-05-11 13F Marin Bay Wealth Advisors, LLC 3.546 -0,11 2.187 2,10
2026-05-12 13F Ballast Advisors Llc 20 -20,00 0 -100,00
2026-05-15 13F MidFirst Bank 2.494 -1,11 1.538 1,12
2026-04-17 13F Fifth Third Wealth Advisors LLC 6.282 -9,40 3.874 -7,39
2026-05-13 13F Alesco Advisors Llc 1.400 -1,06 863 1,17
2026-04-08 13F Sfm, Llc 1.764 -0,06 1.088 2,16
2026-05-15 13F Point72 Asset Management, L.P. 0 -100,00 0 -100,00
2026-05-04 13F Lutz Financial Services LLC 18.190 -2,06 11.219 0,13
2026-04-22 13F Churchill Financial Advisors, LLC 3.677 -0,89 2.268 1,34
2026-05-11 13F Daymark Wealth Partners, Llc 8.540 -16,41 5.267 -14,52
2026-05-14 13F Gamco Investors, Inc. Et Al 5.159 -0,12 3.182 2,12
2026-02-13 13F Walleye Trading LLC 0 -100,00 0 -100,00
2026-05-15 13F United Capital Financial Advisers, Llc 6.054 -1,08 3.734 1,11
2026-05-05 13F Crestwood Advisors Group LLC 7.721 -3,55 4.762 -1,39
2026-02-02 13F Pachira Investments Inc. 0 -100,00 0
2026-04-07 13F Stonekeep Investments, LLC 0 -100,00 0
2026-05-14 13F First Commonwealth Financial Corp /pa/ 325 -7,67 200 -5,66
2026-04-09 13F IFG Advisors, LLC 44.274 -2,95 27.306 -0,78
2026-04-15 13F Optivise Advisory Services LLC 570 -0,35 352 1,74
2026-02-17 13F Royal Bank Of Canada Put 0 -100,00 0 -100,00
2026-04-08 13F Gillespie Robinson & Grimm Inc 575 -10,85 355 -9,00
2026-04-21 13F Diesslin Group, Inc. 730 -7,48 450 -5,26
2026-04-23 13F Harbour Investment Management Llc 819 -1,68 507 0,40
2026-04-24 13F Bedminster, LLC 2.457 -9,97 1.516 -7,96
2026-04-27 13F Serenus Wealth Advisors, LLC 26.012 -1,26 16.043 0,94
2026-04-17 13F RFG Advisory, LLC 7.916 -1,47 4.882 0,74
2026-04-15 13F Stanich Group LLC 1.156 -0,43 713 1,71
2026-04-13 13F Cyndeo Wealth Partners, LLC 16.073 -1,23 9.913 0,98
2026-04-08 13F Selby Wealth Management, LLC 697 -1,27 430 0,70
2026-05-12 13F Pacific Center for Financial Services 12.353 -4,31 7.619 -0,97
2026-04-09 13F Dorato Capital Management 77 -27,36 50 -26,87
2026-05-15 13F Warren Averett Asset Management, LLC 12.125 -3,36 7.478 -1,20
2026-05-06 13F Zhang Financial LLC 2.571 -0,77 1.585 1,41
2026-02-13 13F/A Texas Permanent School Fund 0 -100,00 0
2026-05-07 13F Midland Wealth Advisors Llc 813 -3,67 501 -1,57
2026-04-21 13F Claro Advisors LLC 578 -2,36 356 -0,28
2026-04-15 13F Norden Group Llc 576 -0,35 355 2,01
2026-04-22 13F Apollon Financial, LLC 823 -1,79 508 0,40
2026-05-05 13F D.a. Davidson & Co. 1.349 -1,17 832 1,09
2026-05-14 13F Captrust Financial Advisors 67.864 -0,19 41.856 2,04
2026-04-21 13F Berkshire Money Management, Inc. 0 -100,00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 57.054 -1,88 35.189 0,31
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 489 -2,98 302 -0,99
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 22.356 -0,58 13.788 1,64
2026-05-11 13F Strengthening Families & Communities, LLC 2 -75,00 1 -75,00
2026-04-24 13F Zwj Investment Counsel Inc 3.368 -10,26 2.077 -8,26
2026-05-12 13F Insigneo Advisory Services, Llc 2.480 -4,14 1.530 -1,99
2026-05-05 13F Signet Financial Management, Llc 452 -0,88 279 1,09
2026-05-01 13F Granite Bay Wealth Management, LLC 2.108 -0,38 1.301 1,88
2026-05-14 13F Bank Of Nova Scotia 3.311 -49,23 2.042 -48,08
2026-04-20 13F Apella Capital, LLC 5.344 -2,80 3.556 7,24
2026-05-06 13F Quest 10 Wealth Builders, Inc. 62 -3,12 38 0,00
2026-05-15 13F Round Rock Advisors, LLC 1.101 -3,76 679 -1,59
2026-05-12 13F Aspiriant, Llc 3.063 -1,92 1.889 0,27
2026-04-01 13F First Financial Bank - Trust Division 16.286 -2,18 10.045 0,00
2026-04-20 13F Pegasus Asset Management, Inc. 4.971 -0,14 3.066 2,06
2026-05-11 13F Salomon & Ludwin, LLC 5.738 -2,25 3.571 -1,76
2026-05-07 13F Scarborough Advisors, LLC 580 -3,01 357 -0,83
2026-05-13 13F/A Jpmorgan Chase & Co 304.162 -17,93 182.202 -18,51
2026-04-24 13F Private Advisor Group, LLC 11.148 -1,67 6.876 0,53
2026-04-15 13F Renaissance Investment Group LLC 1.387 -12,93 855 -11,03
2026-04-24 13F Greystone Financial Group, LLC 1.004 -34,25 619 -32,72
2026-04-17 13F Guyasuta Investment Advisors Inc 702 -20,14 433 -18,49
2026-04-21 13F Old National Bancorp /in/ 19.167 -4,44 11.821 -2,31
2026-05-07 13F Sagespring Wealth Partners, Llc 5.856 -11,12 3.612 -9,13
2026-02-09 13F Financial Advisory Corp /ut/ /adv 855 -2,06 1
2026-05-13 13F Davis R M Inc 6.800 -0,10 4.204 2,36
2026-05-04 13F Retirement Income Solutions, Inc 10.228 -0,92 6.308 1,30
2026-04-24 13F Stock Yards Bank & Trust Co 2.023 -19,79 1.248 -18,01
2026-04-10 13F Windsor Capital Management, LLC 336 -1,75 207 0,49
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-04-13 13F Chesley Taft & Associates LLC 14.362 -1,41 8.858 0,79
2026-05-04 13F Rogco, Lp 0 -100,00 0
2026-04-28 13F Altfest L J & Co Inc 584 -1,35 360 0,84
2026-05-18 13F Arkadios Wealth Advisors 5.142 -8,78 3.172 -6,74
2026-05-08 13F Truepoint, Inc. 1.144 -1,12 706 1,15
2026-04-24 13F Keybank National Association/oh 7.007 -4,37 4.322 -2,24
2026-02-10 13F Measured Wealth Private Client Group, LLC 0 -100,00 0
2026-05-13 13F Keystone Financial Group 6.364 -1,41 4.042 3,80
2026-04-09 13F Baron Financial Group, LLC 3.887 -1,57 2.397 0,63
2026-04-29 13F WealthPlan Investment Management, LLC 549 -53,24 339 -36,94
2026-05-06 13F Sentinus, LLC 3.428 -0,64 2.114 1,59
2026-01-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-05-05 13F Black Diamond Financial, LLC 700 -0,28 432 1,89
2026-05-15 13F IHT Wealth Management, LLC 439 -5,59 271 -3,57
2026-05-14 13F Financial Engines Advisors L.L.C. 7.378 -11,25 4.550 -9,27
2026-05-15 13F XTX Topco Ltd 0 -100,00 0
2026-05-11 13F Linscomb & Williams, Inc. 10.715 -5,08 6.608 -2,97
2026-05-15 13F Evercore Wealth Management, LLC 15.390 -1,09 9.492 1,12
2026-05-14 13F Wealth Alliance 665 -60,53 410 -59,65
2026-05-05 13F PFG Advisors 676 -6,24 417 -4,15
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-02-09 13F Atlantic Trust, LLC 0 -100,00 0
2026-05-06 13F Hartland & Co., LLC 43.688 -1,52 26.945 0,68
2026-04-28 13F Kanawha Capital Management Llc 1.077 -0,83 664 1,37
2026-04-28 13F Harbour Trust & Investment Management Co 15.902 -0,48 9.808 1,74
2026-05-15 13F MAI Capital Management 264.073 -0,43 162.870 1,80
2026-04-30 13F Money Concepts Capital Corp 585 -16,55 361 -14,69
2026-04-24 13F Medallion Wealth Advisors, LLC 511 -2,48 315 -0,32
2026-04-24 13F Flagship Private Wealth, LLC 349 -19,03 215 -16,99
2026-02-17 13F Aster Capital Management (DIFC) Ltd 0 -100,00 0
2026-05-13 13F River Wealth Advisors LLC 1.036 -11,53 639 -9,63
2026-04-17 13F Berman McAleer LLC 2.885 -22,24 1.779 -20,51
2026-04-16 13F MontVue Capital Management, Inc. 1.301 -10,09 802 -8,03
2026-04-17 13F Union Savings Bank 6.453 -1,86 3.980 0,33
2026-05-11 13F Madden Advisory Services, Inc. 350 -3,85 216 -1,83
2026-05-14 13F JustInvest LLC 336 -4,00 207 -1,90
2026-04-28 13F ORBA Wealth Advisors, L.L.C. 1.216 -0,65 750 1,49
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 2.595 -1,14 1.600 1,07
2026-05-13 13F Rosenblum Silverman Sutton S F Inc /ca 3.369 -0,80 2.078 1,42
2026-05-14 13F Cwm, Llc 18.355 -1,04 11.320 102.809,09
2026-05-04 13F Nwam Llc 1.008 -54,74 622 -55,23
2026-04-27 13F Td Private Client Wealth Llc 5.745 -10,00 3.543 -7,97
2026-05-15 13F Aberdeen Wealth Management LLC 621 -11,41 383 -9,24
2026-05-14 13F Gambit Capital Management, LLC 1.491 -53,51 920 -52,48
2026-05-14 13F Northern Trust Corp 1.061.192 -1,28 654.501 0,92
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-05-11 13F United Bank 858 -16,29 529 -14,40
2026-04-10 13F Waldron Private Wealth LLC 31.646 -3,05 19.516 -0,89
2026-05-08 13F Steward Partners Investment Advisory, Llc 22.022 -3,11 13.582 -0,94
2026-05-12 13F CIBC Bancorp USA Inc. 10.821 -21,11 6.674 -18,36
2026-04-21 13F Venturi Wealth Management, LLC 3.150 -16,00 1.942 -14,11
2026-04-09 13F FCG Investment Co 1.210 -1,31 746 2,19
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 9.933 -2,94 6.141 -0,89
2026-05-05 13F Woodmont Investment Counsel Llc 3.170 -16,20 1.955 -14,34
2026-05-15 13F Gateway Wealth Partners, LLC 0 -100,00 0
2026-04-29 13F McLaughlin Asset Management, Inc. 3.518 -0,48 2.170 1,74
2026-05-08 13F Mystic Asset Management, Inc. 0 -100,00 0
2026-04-03 13F Global Wealth Strategies & Associates 14 -30,00 9 -33,33
2026-04-16 13F Thompson Davis & Co., Inc. 384 -18,30 237 -16,61
2026-05-05 13F Bank of New York Mellon Corp 162.619 -0,62 100.297 1,60
2026-04-27 13F Nixon Peabody Trust Co 7.556 -49,44 4.660 -48,31
2026-04-21 13F Wesbanco Bank Inc 4.864 -0,67 3.000 1,52
2026-05-11 13F Shoker Investment Counsel, Inc. 4.547 -0,07 2.804 2,15
2026-02-11 13F Miller Investment Management, LP 0 -100,00 0
2026-05-12 13F Leavell Investment Management, Inc. 8.416 -18,02 5.203 -16,28
2026-04-03 13F Adirondack Trust Co 9.587 -6,99 5.913 -4,92
2026-04-30 13F Conning Inc. 38.022 -1,49 23.450 0,71
2026-04-14 13F Zrc Wealth Management, Llc 1.429 -4,67 881 -2,54
2026-04-23 13F Caliber Wealth Management, LLC / KS 3.157 -3,19 1.947 -1,02
2026-05-01 13F Valmark Advisers, Inc. 3.092 -1,47 1.907 0,74
2026-04-27 13F PFG Investments, LLC 722 -2,56 445 -0,45
2026-02-17 13F Shapiro Capital Management Llc 0 -100,00 0
2026-04-22 13F Midwest Financial Group LLC 7.276 -0,74 4.488 1,47
2026-05-07 13F Green Square Capital Advisors Llc 3.995 -6,96 2.464 -4,90
2026-05-08 13F Smithfield Trust Co 955 -2,95 1
2026-04-21 13F Sunpointe, LLC 1.780 -1,39 1.098 0,55
2026-05-15 13F Eagle Global Advisors Llc 838 -5,63 517 -3,55
2026-05-06 13F Diversified Portfolios, Inc. 9.679 -3,84 5.970 -1,70
2026-05-15 13F Cresset Asset Management, LLC 14.768 -43,84 9.131 -42,65
2026-05-15 13F Laird Norton Trust Company, Llc 9.326 -0,48 5.767 1,62
2026-05-13 13F Capital Group Private Client Services, Inc. 11.746 -0,01 7.245 2,23
2026-05-11 13F Canopy Partners, LLC 15.548 -5,81 9.589 -3,71
2026-04-16 13F Genesis Private Wealth, Llc 0 -100,00 0
2026-05-12 13F Ruggiero Investments, Inc. 393 -14,19 242 -12,32
2026-05-12 13F Omega Financial Group, LLC 1.179 -13,37 727 -11,45
2026-02-17 13F Bank Of America Corp /de/ Call 0 -100,00 0 -100,00
2026-02-17 13F Creative Planning Put 0 -100,00 0 -100,00
2026-05-04 13F Barrett & Company, Inc. 9.214 -0,68 5.683 1,54
2026-05-15 13F Capstone Financial Advisors, Inc. 15.178 -0,02 9.361 2,21
2026-04-08 13F Bill Few Associates, Inc. 2.033 -0,15 1.254 2,04
2026-01-27 13F Meritage Portfolio Management 345 -0,29 208 0,97
2026-05-07 13F Paradigm, Strategies in Wealth Management, LLC 2.845 -2,87 1.754 -0,74
2026-05-13 13F Crews Bank & Trust 5.848 -1,42 3.607 0,78
2026-04-28 13F Nbt Bank N A /ny 15.209 -3,31 9.380 -1,15
2026-04-30 13F Titleist Asset Management, Llc 897 -8,19 553 -6,11
2026-05-12 13F Providence Financial Advisors, LLC 4.751 -8,51 2.930 -6,48
2026-05-14 13F Us Bancorp \de\ 969.958 -1,09 598.232 1,12
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 19.010 -2,36 11.724 -0,18
2026-05-15 13F Black Maple Capital Management LP 1.500 -25,00 925 -23,30
2026-01-05 13F Catherine Avery Investment Management LLC 0 -100,00 0 -100,00
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 344 -8,75 212 -6,61
2026-04-14 13F Cdm Financial Counseling Services, Inc. 1.142 -2,56 704 -0,42
2026-04-14 13F Focus Financial Network, Inc. 2.560 -8,47 1.579 -6,46
2026-05-01 13F Emerald Investment Partners, Llc 392 -0,51 242 1,69
2026-05-15 13F Basswood Capital Management, L.l.c. 0 -100,00 0 -100,00
2026-04-14 13F SNS Financial Group, LLC 573 -0,35 354 1,72
2026-05-07 13F Madison Asset Management, LLC 59.247 -28,91 36.541 -27,32
2026-05-13 13F Tandem Investment Partners LLC 6.011 -2,58 3.707 -0,40
2026-02-12 13F Commonwealth Equity Services, Llc 70.521 -19,94 42.544 81.715,38
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-04-22 13F Madison Park Capital Advisors, LLC 10.551 -1,20 6.508 1,01
2026-05-14 13F Klingman & Associates, LLC 41.668 -0,38 25.699 1,84
2026-04-22 13F Wealth Advisory Solutions, LLC 993 -0,70 612 1,49
2026-04-23 13F Farmers & Merchants Investments Inc 600 -5,81 370 -3,65
2026-05-07 13F Cannon Capital Management, Inc. 1.691 -20,27 1.043 -18,45
2026-05-15 13F Brown Advisory Inc 111.398 -2,10 68.706 0,09
2026-04-14 13F William Mack & Associates, Inc. 0 -100,00 0
2026-05-11 13F SCS Capital Management LLC 50.341 -4,03 31.048 -2,08
2026-05-11 13F Seeds Investor Llc 11.906 -7,56 7.779 0,12
2026-05-08 13F Firestone Capital Management 8.999 -0,35 5.550 1,87
2026-02-13 13F Squarepoint Ops LLC 0 -100,00 0
2026-05-15 13F National Bank Of Canada /fi/ 424 -4,29 262 -2,25
2026-05-11 13F White Pine Capital Llc 1.646 -9,06 1.015 -7,05
2026-04-10 13F Prosperity Planning, Inc. 1.460 -2,47 900 -0,33
2026-04-15 13F Weil Company, Inc. 3.912 -13,34 2.413 -11,38
2026-04-27 13F Tsfg, Llc 2.773 -0,14 2 0,00
2026-05-05 13F Trail Ridge Investment Advisors, LLC 556 -7,18 343 -5,26
2026-05-11 13F Becker Capital Management Inc 3.885 -3,96 2.402 -1,92
2026-04-24 13F Means Investment Co., Inc. 5.368 -3,59 3.311 -1,46
2026-04-30 13F Nuveen, LLC 0 -100,00 0
2026-05-05 13F Putnam Fl Investment Management Co 8.516 -1,59 5.252 0,61
2026-05-11 13F Pathstone Holdings, LLC 840.196 -0,79 518.199 1,36
2026-05-06 13F Bessemer Group Inc 34.643 -61,18 21 -60,38
2026-05-04 13F Conservest Capital Advisors, Inc. 211.706 -1,22 130.575 0,99
2026-05-15 13F/A Arrowroot Family Office, LLC 609 -15,77 376 -13,99
2026-04-09 13F Kwmg, Llc 0 -100,00 0
2026-04-13 13F Neumann Capital Management, LLC 700 -6,67 432 -4,65
2026-05-05 13F Noesis Capital Mangement Corp 380 -11,63 234 -9,65
2026-04-09 13F Mechanics Bank Trust Department 11.328 -1,85 6.987 0,33
2026-05-11 13F Eldridge Investment Advisors, Inc. 2.069 -2,41 1.276 -0,23
2026-05-04 13F Wsfs Capital Management, Llc 975 -7,41 601 -5,35
2026-04-27 13F Pensionmark Financial Group, Llc 16.225 -2,44 10.007 -0,26
2026-04-06 13F GAMMA Investing LLC 2.167 -7,04 1.337 -4,98
2026-05-08 13F Align Financial, LLC 238 -99,83 147 2,10
2026-05-13 13F May Barnhard Investments LLC 487 -9,31 300 -7,41
2026-05-15 13F Trexquant Investment LP 448 -14,34 276 -12,38
2026-04-15 13F Activest Wealth Management 24 -55,56 15 -56,25
2026-05-01 13F Sachetta, LLC 1.433 -7,49 884 -5,35
2026-05-14 13F Rodgers Brothers Inc. 725 -3,07 447 -0,89
2026-04-10 13F YHB Investment Advisors, Inc. 325 -8,45 200 -6,54
2026-05-04 13F J.Safra Asset Management Corp 923 -54,35 569 -53,32
2026-05-13 13F Callan Family Office, LLC 18.509 -2,34 11.416 -0,16
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 917 -0,54 566 1,62
2026-05-14 13F Mill Creek Capital Advisors, LLC 13.787 -1,48 8.503 0,72
2026-05-08 13F STAR Financial Bank 1.167 -6,27 720 -4,26
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 298.766 -52,82 184.144 -51,80
2026-05-05 13F Sherry Group, Inc. 0 -100,00 0
2026-05-05 13F Leo Wealth, LLC 865 -5,98 534 -3,96
2026-05-14 13F Allworth Financial LP 9.850 -0,07 6.075 2,15
2026-04-29 13F Burney Co/ 0 -100,00 0
2026-05-08 13F Prime Capital Investment Advisors, LLC 4.374 -0,84 2.698 1,35
2026-05-01 13F International Assets Investment Management, Llc 3.892 -7,75 2.420 -4,91
2026-04-17 13F Sovereign Financial Group, Inc. 1.607 -0,31 991 1,95
2026-05-01 13F BKD Wealth Advisors, LLC 2.475 -10,36 1.526 -8,35
2026-02-13 13F Tableaux Llc 0 -100,00 0
2026-02-13 13F Pine Valley Investments Ltd Liability Co 1.922 -1,08 1.162 0,17
2026-05-07 13F Sentinel Trust Co Lba 2.104 -0,94 1 0,00
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-02-17 13F Snowden Capital Advisors LLC 4.710 -2,81 2.852 -1,52
2026-04-30 13F Stablepoint Partners, LLC 857 -6,24 529 -4,17
2026-05-07 13F First National Trust Co 1.010 -2,79 623 -0,64
2026-05-13 13F Garden State Investment Advisory Services LLC 1.344 -12,21 835 -10,12
2026-05-05 13F Progressive Investment Management Corp 455 -8,82 281 -6,98
2026-05-15 13F Larson Financial Group LLC 650 -55,81 401 -54,79
2026-05-06 13F Quadrant Private Wealth Management, LLC 1.424 -0,14 880 1,97
2026-05-11 13F L & S Advisors Inc 1.289 -39,31 795 -37,94
2026-05-12 13F Guidance Point Advisors, LLC 515 -0,39 319 1,60
2026-04-17 13F Watershed Private Wealth Llc 699 -0,43 431 1,89
2026-04-08 13F Miracle Mile Advisors, LLC 33.113 -3,71 20.423 -1,56
2026-04-20 13F Segment Wealth Management, LLC 6.093 -3,41 3.758 -1,26
2026-04-09 13F Wealth Alliance Advisory Group, LLC 3.598 -85,90 2.219 -85,58
2026-04-21 13F Pinnacle Associates Ltd 57.380 -0,64 35.390 1,58
2026-04-22 13F Peak Planning Group, LLC 1.097 -9,11 676 -7,14
2026-01-12 13F Accelerate Investment Advisors LLC 0 -100,00 0
2026-02-13 13F Macquarie Group Ltd 0 -100,00 0
2026-05-13 13F Nicollet Investment Management, Inc. 7.829 -7,33 5 -20,00
2026-05-04 13F Savant Capital, LLC 21.907 -0,52 13.512 1,71
2026-04-28 13F BLB&B Advisors, LLC 1.107 -0,27 683 1,94
2026-05-08 13F Pnc Financial Services Group, Inc. 699.307 -0,76 431.304 1,46
2026-05-04 13F 1st Source Bank 35.980 -0,02 22.191 2,22
2026-04-17 13F Brown, Lisle/cummings, Inc. 0 -100,00 0
2026-04-27 13F Kelman-Lazarov, Inc. 3.039 -1,65 1.875 0,54
2026-05-04 13F Genesis Wealth Advisors, LLC 846 -9,13 522 -7,13
2026-05-08 13F Compass Capital Corp /ma/ /adv 1.175 -0,84 791 1,80
2026-05-14 13F Aspen Grove Capital, LLC 938 -29,37 581 -27,86
2026-05-14 13F Sand Hill Global Advisors, LLC 11.886 -0,36 7.331 1,88
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-13 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-01 13F Financial Counselors Inc 450 -20,77 278 -19,01
2026-05-05 13F Howard Capital Management Inc. 14.964 -1,51 9.229 0,70
2026-05-01 13F Thrivent Financial For Lutherans 2.331 -0,17 1 0,00
2026-04-13 13F Fortress Wealth Group, LLC 946 -3,17 591 -3,59
2026-04-21 13F Nemes Rush Group LLC 1.008 -10,08 622 -8,14
2026-02-11 13F Parallel Advisors, LLC 585 -2,50 353 -1,12
2026-04-14 13F Well Done, LLC 565 -4,24 348 -1,97
2026-01-28 13F Dentgroup LLC 904 -38,59 545 -37,86
2026-04-30 13F BRYN MAWR TRUST Co 5.885 -0,14 3.630 2,08
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-14 13F Hrt Financial Lp 3.561 -98,58 2 -98,68
2026-02-13 13F Walleye Capital LLC 0 -100,00 0
2026-04-09 13F CRA Financial Services, LLC 722 -4,12 445 -1,98
2026-02-13 13F Victory Capital Management Inc 0 -100,00 0
2026-05-14 13F Institute for Wealth Management, LLC. 582 -4,90 359 -2,98
2026-05-04 13F Avantax Planning Partners, Inc. 1.671 -7,42 1.031 -5,33
2026-05-14 13F Neuberger Berman Group LLC 2.513 -0,79 1.550 1,37
2026-05-07 13F JMG Financial Group, Ltd. 6.786 -3,79 4.185 -1,62
2026-04-21 13F Lewis Asset Management, LLC 3.674 -0,19 2.266 2,03
2026-04-17 13F Novare Capital Management Llc 521 -8,27 321 -6,14
2026-05-14 13F Brown Brothers Harriman & Co 16.948 -1,88 10.453 0,32
2026-04-13 13F IFP Advisors, Inc 1.410 -0,42 870 1,76
2026-04-15 13F Fifth Third Securities, Inc. 7.936 -15,87 4.895 -13,99
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-05-15 13F/A Independent Financial Group, Llc 3.028 -24,43 1.868 -22,76
2026-05-14 13F Peak Asset Management, LLC 7.737 -12,40 4.772 -10,45
2026-05-14 13F Capital Analysts, Inc. 23 -20,69 0
2026-04-29 13F Opulen Financial Group LLC 1.354 -0,66 835 1,58
2026-05-04 13F/A Ghe, Llc 949 -20,92 585 -19,09
2026-05-01 13F Midwest Trust Co 63.739 -1,96 39.312 0,23
2026-05-14 13F Natixis 101 -64,06 62 -63,31
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista