Grundlæggende statistik
| Institutionelle ejere | 2113 total, 2107 long only, 1 short only, 5 long/short - change of -0,09% MRQ |
| Gennemsnitlig porteføljeallokering | 1.5156 % - change of -12,29% MRQ |
| Institutionelle aktier (lange) | 1.225.675.673 (ex 13D/G) - change of 29,18MM shares 2,44% MRQ |
| Institutionel værdi (lang) | $ 115.208.425 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Core U.S. Aggregate Bond ETF (CL:AGG) har 2113 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,225,675,673 aktier. Største aktionærer omfatter Jones Financial Companies Lllp, Raymond James Financial Inc, Bank Of America Corp /de/, Wells Fargo & Company/mn, BlackRock, Inc., Envestnet Asset Management Inc, Us Bancorp \de\, Mercer Global Advisors Inc /adv, Morgan Stanley, and Betterment LLC .
iShares Trust - iShares Core U.S. Aggregate Bond ETF (SNSE:AGG) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 700.628 | 5,64 | 69.551 | 4,99 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 41.675 | 29,85 | 4.137 | 29,08 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 627 | 62 | ||||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 72.576 | 7.219 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3.421 | 0,65 | 340 | 0,00 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 12.336 | -0,43 | 1.225 | -1,05 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 57.618 | 13,77 | 5.720 | 13,07 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Liquid Strategies, LLC | 499.119 | 51,78 | 49.548 | 50,86 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 14.819 | 102,03 | 1.476 | 101,50 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 166.332 | 841,32 | 16.460 | 829,94 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 890 | -29,81 | 89 | -30,71 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 49.820 | 29,13 | 4.946 | 28,34 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 71.625 | 3.323,76 | 7.110 | 3.318,27 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 33.378 | 20,00 | 3.313 | 19,26 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 52.666 | 12,37 | 5.228 | 11,69 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 1.745 | -38,36 | 173 | -38,65 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.450.953 | 2,06 | 243.306 | 1,44 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 2.346 | 0,00 | 233 | -0,85 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 10.321 | -0,15 | 1.025 | -0,78 | ||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 24.786 | -3,85 | 2.461 | -4,43 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 30.146 | 14,21 | 2.993 | 13,51 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 4.355 | 4,79 | 0 | |||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 2.168 | 217 | ||||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 124.444 | 5,11 | 12.354 | 4,47 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 240.099 | -8,91 | 23.835 | -9,47 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 3.683 | -29,21 | 366 | -29,67 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 13.973 | 1,36 | 1.387 | 0,80 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 1.655 | 0,00 | 164 | -0,61 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 36.604 | 14,17 | 3.634 | 13,46 | ||||
| 2026-04-20 | 13F | 25 Llc | 3.391 | 0,00 | 337 | -0,59 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 317 | 0,00 | 31 | 0,00 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 126.065 | 5,31 | 12.514 | 4,66 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 24.610 | 0,15 | 2.443 | -0,45 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 271.991 | 21,01 | 27.001 | 20,27 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 85.713 | 3,20 | 8.509 | 2,57 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 16.836 | 8,72 | 1.671 | 8,09 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 992.594 | 0,00 | 98.535 | -0,61 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 123.824 | -5,59 | 12.292 | -6,16 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 153 | 0,00 | 15 | 0,00 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1.566 | 7,04 | 155 | 6,16 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 5.167.126 | 6,95 | 512.941 | 6,30 | ||||
| 2026-04-24 | 13F | Optas, LLC | 206.072 | 101,89 | 20.457 | 100,65 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 507.055 | -1,33 | 50.335 | -1,94 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 1.552 | 1,50 | 154 | 1,32 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 3.958 | -63,10 | 393 | -63,40 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 42.548.783 | -0,69 | 4.223.856 | -1,30 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 12.929 | 5,82 | 1.283 | 5,16 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 4.360 | -0,05 | 433 | -0,69 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 4.371 | -23,09 | 434 | -23,63 | ||||
| 2026-04-20 | 13F | Kopp Family Office, LLC | 275.258 | 58,78 | 27.325 | 57,81 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 30.802 | 5,92 | 3.058 | 5,27 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 6.448 | 2,46 | 640 | 1,91 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 5.362 | 95,34 | 530 | 93,07 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 558.851 | -45,27 | 55.477 | -45,60 | ||||
| 2026-02-03 | 13F | Juniper Hill Capital Management, LP | 736.489 | 0,00 | 73.561 | -0,37 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 2.370 | -7,10 | 235 | -7,48 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 57.777 | -6,06 | 5.735 | -6,70 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2.570.509 | 52,57 | 256.742 | 52,01 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 4.573 | -4,19 | 454 | -4,83 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 16.275 | 0,61 | 1.605 | -0,62 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 56.457 | -1,05 | 5.605 | -1,65 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 2.082 | -1,79 | 207 | -2,37 | ||||
| 2026-04-06 | 13F | CX Institutional | 62.528 | -39,69 | 6 | -40,00 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 96.900 | 0,72 | 9.619 | 0,11 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 829.407 | 17,91 | 82.335 | 17,19 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 289.486 | 4,67 | 28.801 | 4,26 | ||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 20.051 | 11,49 | 1.990 | 10,80 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 3.212 | 1,65 | 319 | 0,95 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 10.807 | -32,89 | 1.073 | -33,33 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 5.258 | -5,99 | 522 | -6,63 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 32.479 | 4.776,73 | 3.224 | 4.784,85 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 43.954 | -1,51 | 4.363 | -2,11 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 119.882 | 2,73 | 11.901 | 2,10 | ||||
| 2026-05-14 | 13F | Westerkirk Capital Inc. | 132.700 | -35,70 | 13.173 | -36,09 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 647.425 | 367,18 | 64.160 | 363,54 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 4.844 | -4,68 | 481 | -5,33 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5.745 | -23,58 | 570 | -24,00 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 425.964 | 2,95 | 42.288 | 2,32 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 107.075 | -3,71 | 10.629 | -4,29 | ||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 2.152 | -8,11 | 214 | -8,58 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 275.834 | 3,66 | 27.382 | 3,03 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 960 | 0,00 | 95 | 0,00 | ||||
| 2026-01-13 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 13.676 | -57,93 | 1 | -66,67 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.417.019 | -7,24 | 134.696 | -11,72 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 59.769 | -0,91 | 5.933 | -1,51 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 145.786 | -5,10 | 14.561 | -5,44 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 7.049 | 0,00 | 700 | -0,71 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 4.917 | 488 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 83 | 0,00 | 8 | 0,00 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.245.263 | 15,99 | 123.816 | 15,47 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 438.042 | -2,14 | 43.484 | -2,74 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 18.992 | -0,16 | 1.885 | -0,74 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | TD Capital Management LLC | 261.814 | -0,81 | 25.990 | -1,41 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 27.657 | 66,28 | 2.746 | 65,26 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 388.261 | -4,79 | 38.543 | -5,37 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 4.228 | 0,50 | 420 | -0,24 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 52.966 | 20,74 | 5.258 | 20,00 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 11.234 | -89,60 | 1.115 | -89,67 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 34.955 | 11,48 | 3.470 | 10,48 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 12.808 | 5,33 | 1.271 | 4,70 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 8.521 | -19,52 | 844 | -20,40 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 132.174.808 | -4,61 | 13.025.585 | -5,88 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 33.816 | 11,05 | 3.357 | 10,39 | ||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 24.420 | -88,71 | 2.424 | -88,78 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 367 | -9,16 | 36 | -10,00 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 15.767 | 2,64 | 1.565 | 2,02 | ||||
| 2026-02-13 | 13F/A | Virtus ETF Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 5.670 | 563 | ||||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 14.334 | 13,43 | 1.423 | 12,68 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.359.041 | -13,19 | 134.912 | -13,72 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 204.508 | 10,26 | 20.302 | 9,59 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 21.659 | -2,96 | 2.150 | -3,54 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 3.043 | -5,44 | 302 | -5,92 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 2.383 | -11,54 | 237 | -12,27 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 5.733.700 | -1,97 | 569.184 | -2,61 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 24.838 | -1,82 | 2.466 | -2,41 | ||||
| 2026-04-29 | 13F | Invested Advisors | 51.553 | -1,07 | 5.118 | -1,67 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.737 | 12,22 | 372 | 11,41 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 32.132 | 3.190 | ||||||
| 2026-04-22 | 13F | Boomfish Wealth Group, LLC | 81.165 | -3,31 | 8.057 | -3,90 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 52.169 | -16,31 | 5.179 | -16,82 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 57.806 | 636,38 | 5.738 | 631,89 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 650 | 0,00 | 65 | 0,00 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 5.920.906 | -16,17 | 587.768 | -16,68 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 2.170 | 1,02 | 215 | 0,00 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 165.573 | 1.033,75 | 16.537 | 1.029,58 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1.805 | 179 | ||||||
| 2026-04-29 | 13F | Strategic Financial Group, LLC | 175.686 | 17.440 | ||||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 7.416 | 2,32 | 736 | 1,80 | ||||
| 2026-01-27 | 13F | Semus Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 2.711 | 269 | ||||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 49.122 | 13,42 | 4.876 | 12,74 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 3.930 | 17.763,64 | 390 | 19.400,00 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | West Branch Capital LLC | 2.430 | 0,00 | 241 | -0,41 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 1.331.097 | 3,03 | 132.138 | 2,40 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 4.966 | -10,60 | 493 | -11,01 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 31.050 | -46,90 | 3.082 | -47,23 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 65.353 | 6.488 | ||||||
| 2026-05-15 | 13F | Advisory Resource Group | 2.539 | 252 | ||||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 6.545 | 18,03 | 649 | 17,18 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 26.991 | -6,70 | 2.679 | -8,00 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Exchange Bank | 37.446 | 1,82 | 3.717 | 1,20 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 2.800 | -12,55 | 278 | -13,17 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 42.085 | 12,10 | 4.203 | 11,69 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 200 | 0,00 | 20 | 0,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.169.442 | 9,12 | 215.392 | 8,44 | ||||
| 2026-04-07 | 13F | Cultivar Capital, Inc. | 248.347 | 2,14 | 24.653 | 1,51 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 26.162 | -2,32 | 2.597 | -2,92 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 63.231 | 4,92 | 6.277 | 4,27 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 55.625 | 11,13 | 5.522 | 10,44 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 3.137 | 3,70 | 311 | 2,98 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 25.495 | 3,17 | 2.531 | 2,51 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 340 | -34,11 | 34 | -35,29 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 80.424 | 5,33 | 7.984 | 4,70 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 53.109 | 54,94 | 5.272 | 54,02 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 2.500 | -4,40 | 0 | |||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 14.634 | 4,46 | 1.453 | 3,79 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 835.021 | -3,37 | 82.893 | -3,96 | ||||
| 2026-05-15 | 13F | Amtrust Financial Services, Inc. | 98.560 | 0,00 | 9.784 | -0,61 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 2.165 | 5,00 | 0 | |||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 17.792 | -1,02 | 1.766 | -1,62 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 9.518 | 945 | ||||||
| 2026-04-21 | 13F | Red Tortoise LLC | 11.143 | 0,64 | 1.106 | 0,09 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 6.226 | -2,43 | 618 | -2,98 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 201.135 | 12,72 | 19.967 | 12,04 | ||||
| 2026-04-24 | 13F | Essex LLC | 2.180 | 3,91 | 216 | 3,35 | ||||
| 2026-04-30 | 13F | Summa Corp. | 7.050 | 0,00 | 700 | -0,71 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 138.013 | -20,71 | 13.701 | -21,20 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 613 | 0,66 | 61 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.367.258 | 23,67 | 136.483 | 23,05 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1.035 | -2,73 | 103 | -3,77 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 3.535 | 0,00 | 351 | -0,85 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 98.454 | 1.652,79 | 9.774 | 1.642,07 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 3.268 | 0,00 | 324 | -0,61 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 87.965 | -11,12 | 8.786 | -11,45 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 4.842 | -26,66 | 481 | -27,16 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 3.488 | 346 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 3.254 | -8,54 | 323 | -9,01 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 3.760 | -65,14 | 373 | -65,37 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 54.947 | 12,45 | 5.455 | 11,76 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 3.730 | -1,56 | 370 | -2,12 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 49.117 | -29,86 | 4.876 | -30,30 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 30.342 | 5,94 | 3.012 | 5,31 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 257.903 | 4.499,66 | 25.602 | 4.479,96 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1.800 | -5,81 | 179 | -6,81 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 6.356 | -8,32 | 631 | -8,96 | ||||
| 2026-05-12 | 13F | ESG Planning | 3.792 | -27,50 | 376 | -27,97 | ||||
| 2026-02-06 | 13F | Payden & Rygel | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 210.908 | 2,11 | 20.937 | 1,49 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2.635 | -38,03 | 262 | -38,44 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 3.251 | 0,06 | 323 | -0,62 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 130.850 | 6,19 | 12.990 | 5,53 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 12.596 | -10,58 | 1.247 | -11,13 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 2.533 | 20,10 | 251 | 19,52 | ||||
| 2026-06-02 | 13F | Norris Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 305.920 | 3,73 | 30.369 | 3,10 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 19.648 | 38,06 | 1.950 | 37,23 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 1.192 | 118 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 504.830 | 6,96 | 50.114 | 6,30 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 5.709 | 19,76 | 567 | 18,66 | ||||
| 2026-02-17 | 13F | Turim 21 Investimentos Ltda. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 981 | 11,48 | 0 | |||||
| 2026-04-24 | 13F | Ledyard National Bank | 3.206 | -38,86 | 318 | -39,20 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 2.390 | 6,84 | 237 | 6,28 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2.400 | 3,00 | 238 | 2,59 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 3.388 | 336 | ||||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 13.650 | 0,76 | 1.355 | 0,15 | ||||
| 2026-05-13 | 13F | Cercano Management LLC | 99.128 | -34,60 | 9.840 | -35,00 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 289.943 | -83,41 | 28.783 | -83,52 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 9.200 | 0,00 | 913 | -0,54 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 11.040 | -4,21 | 1.096 | -4,87 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.468.473 | 4,94 | 146 | 4,32 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 14.538 | -62,74 | 1 | -66,67 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 314 | 0,96 | 31 | 0,00 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 15.995 | -1,54 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 31.466 | -33,98 | 3.124 | -34,39 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 4.900 | 9,94 | 486 | 9,21 | ||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 1.322.000 | -38,94 | 131.235 | -39,31 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 221.227 | 6,45 | 21.961 | 5,81 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.518 | 37,83 | 449 | 37,00 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 5.479 | 25,09 | 544 | 24,26 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 30.141 | 73,60 | 2.992 | 72,55 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 148.446 | 6,48 | 15 | 7,69 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 2.449 | 0,00 | 243 | -0,41 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 130.666 | -0,70 | 12.971 | -1,31 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 4.004 | -7,85 | 397 | -8,31 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 2.381 | 0,00 | 236 | -0,84 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 11.842 | 0,00 | 1.176 | -0,59 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cpwa, Llc | 16.273 | 1.610 | ||||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 8.889 | 18,41 | 882 | 17,76 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 86.706 | 3,23 | 8.607 | 2,60 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 1.532.631 | 2,00 | 152.144 | 1,37 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 301.214 | 13,65 | 29.902 | 12,95 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 14.889 | -4,46 | 1.481 | -4,82 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 82.645 | 3,06 | 8.204 | 2,43 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 4.552 | -56,80 | 452 | -57,13 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 0 | |||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 101.350 | 110,71 | 10.061 | 109,41 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 275.691 | -5,50 | 27.304 | -6,29 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 482.175 | 7,56 | 47.866 | 6,90 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 445.933 | 5,92 | 44.268 | 5,27 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 2.605 | 259 | ||||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 138.648 | 2,96 | 13.764 | 2,33 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.099 | 109 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 74.915 | 7,67 | 7.428 | 6,88 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 236.195 | -0,69 | 23.447 | -1,29 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 119.036 | 102,26 | 11.817 | 101,02 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 9.051 | -4,69 | 899 | -5,27 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 61.437 | -22,72 | 6.105 | 87.100,00 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 4.048 | 102,81 | 404 | 102,00 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 3.331 | -0,74 | 331 | -1,49 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 82.248 | 6,44 | 8.165 | 5,79 | ||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 2.631 | 0,00 | 261 | -0,38 | ||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 2.895 | 288 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 191.712 | -4,90 | 19.031 | -5,48 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 293.531 | 1.022,10 | 29.129 | 1.019,49 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 33.451 | -20,51 | 3.321 | -21,01 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 142.093 | -4,04 | 14.106 | -4,63 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 861.289 | 21.618 | ||||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 44.936 | 6,07 | 4.461 | 5,41 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 1.701 | 10,81 | 0 | |||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 3.705 | 6,19 | 368 | 5,46 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 772.082 | 2,65 | 76.814 | 2,25 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 352.543 | 5,57 | 34.997 | 4,92 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 9.806 | 16,50 | 973 | 15,83 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 142.343 | -1,05 | 14.217 | -1,41 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 26.378 | 3,82 | 2.619 | 3,19 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 1.940 | -3,00 | 193 | -3,52 | ||||
| 2026-04-22 | 13F | Vicus Capital | 390.805 | 0,73 | 38.795 | 0,12 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 221.474 | -15,08 | 21.986 | -15,60 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 203 | 0,00 | 20 | 0,00 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 864 | 0,00 | 86 | -1,16 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 31.583 | 1,04 | 3.135 | 0,42 | ||||
| 2026-04-22 | 13F | Brandywine Asset Management, Inc. | 135.175 | 0,08 | 13.389 | -0,53 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 11.069 | -0,06 | 1.099 | -0,72 | ||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 70.105 | 50,37 | 6.944 | 46,53 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 6.776 | 1,80 | 673 | 1,20 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 404.787 | 8,93 | 40.183 | 8,27 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 250 | 0,00 | 25 | 0,00 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 2.190 | 6,93 | 217 | 6,37 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 21.513 | 1,02 | 2.136 | 0,38 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 4.440 | 441 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 222.735 | 4,46 | 22.111 | 3,83 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 108.664 | -5,16 | 10.787 | -5,74 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 21.873 | 98,14 | 2.157 | 95,74 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 5.988 | -5,28 | 594 | -5,86 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 52.253 | -20,93 | 5.187 | -21,41 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | October Effect Ltd | 17.060 | 1,22 | 1.694 | 0,59 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 48.700 | 0,00 | 4.834 | -0,62 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 62.822 | -0,69 | 6.236 | -1,30 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 326 | 4,82 | 32 | 3,23 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 204.954 | 12,18 | 20.346 | 11,49 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 91.727 | 2,35 | 9.106 | 1,72 | ||||
| 2026-04-13 | 13F | Arwa Llc | 6.905 | 27,61 | 687 | 27,04 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 8.779 | -3,91 | 871 | -4,50 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 47.350 | 6,21 | 4.700 | 5,57 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 55 | -99,53 | 5 | -99,57 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 3.679 | 0,00 | 365 | -0,54 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 274 | 15,13 | 27 | 17,39 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 12.658 | 33,38 | 1.257 | 32,63 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 75.146 | 2,35 | 7.460 | 1,72 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 4.469 | -10,17 | 444 | -10,69 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Finley Financial, LLC | 8.910 | 0,00 | 884 | -0,56 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 1.027 | 1,48 | 102 | 0,00 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 29.070 | -2,74 | 2.886 | -3,35 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 44.039 | 6,30 | 4.372 | 5,66 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1.562.047 | 234,57 | 46.999 | 5,43 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 5.911 | -31,70 | 587 | -32,18 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 92.816 | -16,29 | 9.268 | -16,31 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 205 | 20 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 977 | 13,87 | 97 | 12,94 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 23.728 | 119,76 | 2.355 | 118,46 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 604 | 0,00 | 60 | -1,67 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 483.702 | 6,80 | 48.017 | 6,15 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 15.914 | 15,91 | 1.580 | 15,17 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 34.099 | -10,20 | 3.385 | -10,73 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 1.386.722 | 7.187,41 | 518 | -72,74 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 83.582 | -9,04 | 8.297 | -9,60 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 475.327 | 1,23 | 47.186 | 0,61 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 26.017 | 11,93 | 2.583 | 11,25 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 5.453 | 17,12 | 541 | 16,34 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 449.571 | 5,34 | 44.629 | 4,70 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 1.685.577 | 5,78 | 167.327 | 5,13 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.627.479 | -42,46 | 161.560 | -42,81 | ||||
| 2026-05-15 | 13F | Man Group plc | 90.349 | -73,30 | 8.969 | -73,47 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 3.280 | 11,19 | 326 | 10,54 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 2.726 | 1,72 | 271 | 1,12 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 262.936 | -46,84 | 26.102 | -47,17 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Courier Capital Llc | 5.524 | -2,64 | 548 | -3,18 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 66.452 | -0,29 | 6.597 | -0,90 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 153.917 | 5,80 | 15.279 | 5,15 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 48.870 | 27,14 | 4.851 | 26,36 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 109.355 | 0,09 | 10.856 | -0,52 | ||||
| 2026-05-08 | 13F | Denali Advisors Llc | 26.053 | 15,45 | 2.586 | 14,78 | ||||
| 2026-05-14 | 13F | Ssi Investment Management Llc | 3.720 | 0,00 | 369 | -0,54 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 2.026 | 0,00 | 201 | -0,50 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 2.435.318 | 1,05 | 241.754 | 0,43 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 375.696 | -1,53 | 37.295 | -2,13 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 7.581 | -85,94 | 753 | -86,04 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 39.858 | 1,83 | 3.957 | 1,20 | ||||
| 2026-05-14 | 13F | Oak Associates Ltd /oh/ | 5.751 | 0,00 | 571 | -0,70 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 2.805 | 0,00 | 278 | -0,71 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 3.630 | -36,88 | 360 | -37,39 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 21.769 | -1,22 | 2.161 | -1,82 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 200.698 | -64,61 | 19.923 | -64,82 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 191.117 | -8,64 | 18.972 | -9,19 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 4.503 | 0,56 | 447 | 0,00 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 96.833 | -0,34 | 9.613 | -0,95 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 1.000.000 | 99.270 | |||||
| 2026-05-05 | 13F | UBS Group AG | 10.984.271 | 16,76 | 1.090.409 | 16,05 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 478.375 | 4,36 | 47.488 | 3,37 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 14.389 | -1,37 | 1.428 | -1,99 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 4.407 | 2,11 | 437 | 1,39 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 8.937 | 8,31 | 887 | 7,65 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 445.648 | 74,31 | 44.240 | 73,25 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 2.196 | -60,98 | 218 | -61,39 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 369.979 | 4,86 | 36.728 | 4,22 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 3.987 | 393 | ||||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 58.156 | 15,91 | 5.773 | 15,21 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 104.972 | -16,13 | 10.421 | -16,64 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7.977 | 114,67 | 792 | 113,21 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 143.355 | -13,13 | 14.231 | -13,66 | ||||
| 2026-04-21 | 13F | Outfitter Financial LLC | 7.561 | 0,83 | 751 | 0,13 | ||||
| 2026-05-11 | 13F | Commerce Bank | 186.115 | 27,10 | 18.476 | 26,32 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 694.750 | -16,05 | 68.968 | -16,56 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.302 | -45,01 | 228 | -45,45 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 5.252 | 0,00 | 521 | -0,57 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 8.508 | -20,31 | 845 | -20,83 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 251.490 | 8,03 | 25.119 | 7,63 | ||||
| 2026-05-11 | 13F | United Bank | 343.098 | 7,82 | 34.059 | 7,16 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 174.670 | 0,47 | 17.340 | -0,14 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 718.647 | -0,07 | 71.340 | -0,68 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 30.365 | -1,32 | 3.014 | -1,92 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 11.279 | -0,44 | 1.120 | -1,06 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 827.495 | 10,26 | 82 | 10,81 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 20.062 | 601,22 | 1.992 | 598,60 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3.579 | 0,00 | 358 | 0,00 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 20.521 | 1,39 | 2.037 | 0,79 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 10.111 | 120,43 | 1.004 | 119,00 | ||||
| 2026-01-16 | 13F | Surience Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 13.474 | 1.338 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 11.751 | 10,68 | 1.167 | 10,00 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Granite FO LLC | 903 | 0,00 | 90 | -1,11 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 6.226 | -10,47 | 618 | -10,95 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 473 | 47 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 590.558 | -53,35 | 58.625 | -53,63 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 121.691 | -7,25 | 12.080 | -7,81 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 970 | -54,25 | 96 | -54,50 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 1.434 | 0,00 | 142 | -0,70 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 85.947 | 2,44 | 8.532 | 1,80 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 5.912 | 4,47 | 587 | 3,72 | ||||
| 2026-04-16 | 13F | Mastercard Foundation Asset Management Corp | 4.125.631 | 0,00 | 409.551 | -0,61 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 5.522 | -1,41 | 1 | |||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 8.333 | -5,85 | 827 | -6,45 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 398.229 | 2,42 | 39.532 | 1,80 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 437.958 | 2,96 | 43.476 | 2,33 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 4.000 | -20,00 | 397 | -20,44 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 140.193 | -1,26 | 13.917 | -1,87 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 24.150 | 45,05 | 2.397 | 44,14 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 11.603 | 229,91 | 1.152 | 227,92 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 2.149 | 0,00 | 213 | -0,47 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 50.422 | 10,28 | 5.005 | 9,61 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 2.500 | 248 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 3.291 | 0,95 | 327 | 0,31 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 54.268 | -19,03 | 5.387 | -19,52 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 47.642 | 1,79 | 4.729 | 1,18 | ||||
| 2026-02-06 | 13F | Radnor Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 173.576 | -1,81 | 17.231 | -2,41 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 972.104 | 8,29 | 96.501 | 7,63 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 5.215 | 78,90 | 518 | 77,66 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 106.589 | -0,36 | 10.581 | -0,96 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 9.068 | -8,87 | 900 | -9,37 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 73.243 | -73,56 | 7.271 | -73,72 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 33.739 | 5,18 | 3.349 | 4,56 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 11.559 | -25,34 | 1.147 | -25,81 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 226 | 22 | ||||||
| 2026-04-23 | 13F | Members Wealth Llc | 6.688 | 22,49 | 666 | 21,76 | ||||
| 2026-04-30 | 13F | Meadow Creek Wealth Advisors Llc | 3.168 | 0,00 | 314 | -0,63 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 29.545 | -59,25 | 2.933 | -59,51 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 4.169 | -44,58 | 414 | -45,01 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.288 | 9,43 | 129 | 8,47 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 2.370 | -2,07 | 235 | -2,49 | ||||
| 2026-05-12 | 13F | Ames National Corp | 123.843 | 8,77 | 12.294 | 8,10 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 10.578 | 42,73 | 1.050 | 41,89 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 9.689 | -19,19 | 962 | -19,72 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6.458 | 0,00 | 641 | -0,62 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 4.441 | 441 | ||||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 146.544 | 2,16 | 14.547 | 1,54 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 212.282 | 4,37 | 21.073 | 3,74 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 9.304 | 1,20 | 924 | 0,54 | ||||
| 2026-05-07 | 13F | First National Trust Co | 21.430 | -1,79 | 2.127 | -2,39 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 5.428 | -17,55 | 538 | -18,26 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 18.851 | 19,14 | 1.871 | 18,42 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 1.042.908 | -11,73 | 103.529 | -12,27 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 15.024 | 1 | ||||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 1.110 | 0,00 | 110 | 0,00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 24.533 | 100,06 | 2.435 | 98,94 | ||||
| 2026-05-14 | 13F | Metropolitan Life Insurance Co/ny | 847.733 | 1,80 | 84.154 | 1,18 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 17.183 | -2,68 | 1.706 | -3,29 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 122.049 | 1,77 | 12.178 | 1,67 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 198.947 | 19.749 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 63.695.880 | 4,78 | 6.323.090 | 4,14 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 430.257 | 6,73 | 42.712 | 6,08 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 2.977 | -0,47 | 295 | -1,34 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 25.721 | 21,04 | 2.553 | 20,31 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 3.025 | 0,00 | 300 | -0,66 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.436 | 0,00 | 143 | -0,70 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 310 | 0,00 | 31 | 0,00 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 703 | 0,00 | 70 | -1,43 | ||||
| 2026-05-13 | 13F | Bowie Capital Management, LLC | 18.000 | 80,00 | 1.787 | 78,96 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 32.562 | -24,10 | 3.232 | -24,56 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 154.551 | -2,51 | 15.342 | -3,11 | ||||
| 2026-05-15 | 13F | EFG International AG | 33.116 | -14,10 | 3.287 | -14,62 | ||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4.144 | 63,41 | 409 | 61,66 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 179.748 | 5,24 | 17.844 | 4,60 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 32.799 | -40,09 | 3.256 | -40,46 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 6.603 | 655 | ||||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 4.668 | 13,30 | 463 | 12,65 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 844.140 | 6,78 | 83.798 | 6,13 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 1.365 | -35,00 | 136 | -35,41 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1.681 | 0,00 | 167 | -0,60 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 14.762 | -13,01 | 1.465 | -13,52 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 14.918 | 3,11 | 1.490 | 2,76 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 8.046 | 0,00 | 799 | -0,62 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 20.693 | -3,20 | 2.054 | -3,79 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 67.311 | 10,70 | 6.682 | 10,01 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 34.736 | -10,27 | 3.448 | -10,81 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2.120 | 0,09 | 210 | -0,47 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 2.373 | -5,04 | 236 | -5,62 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 927.461 | 2,57 | 92.069 | 1,94 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 51.741 | 20,72 | 5.136 | 19,55 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 302 | 0,00 | 30 | -3,33 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 536.266 | 13,48 | 53.235 | 12,79 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 31.885 | -17,72 | 3.165 | -18,22 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 15.862 | -2,46 | 1.575 | -3,08 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 6.014 | 0,00 | 597 | -0,67 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 20.074 | 27,79 | 1.993 | 27,04 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 1.107 | -87,19 | 110 | -87,37 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 38.280 | 6,09 | 3.800 | 5,47 | ||||
| 2026-05-11 | 13F | Boston Partners | 456.804 | 45.347 | -1,43 | |||||
| 2026-05-06 | 13F | CNB Bank | 1.574 | -4,43 | 156 | -4,88 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 3.448 | -97,68 | 342 | -97,70 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 6.346 | 0,00 | 630 | -0,63 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 21.247 | 0,12 | 2.109 | -0,47 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 105.110 | 108,54 | 10.434 | 107,27 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 49.904 | 36,23 | 4.954 | 35,43 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 2.892 | 0,00 | 287 | -0,35 | ||||
| 2026-04-24 | 13F | United Community Bank | 32.014 | 3.178 | ||||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 28.676 | 1,43 | 2.847 | 0,81 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 94.740 | 26,70 | 9.405 | 25,92 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 36.415 | 5,50 | 3.615 | 4,84 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 164 | 16 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 409.600 | 486,69 | 40.659 | 481,01 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 356.969 | -2,99 | 35.436 | -3,58 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 272.548 | 2,82 | 27.056 | 2,19 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 71.306 | -1,48 | 7.079 | -2,08 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 4.506 | -0,42 | 447 | -0,89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 234.392 | 224,93 | 23.268 | 222,94 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 30.759 | -16,17 | 3.053 | -16,68 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 20.394 | -18,98 | 2.025 | -19,49 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 712.423 | 7,27 | 70.722 | 6,62 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 17.712 | 148,62 | 2 | |||||
| 2026-05-18 | 13F | IFS Group,LLC | 28.059 | 11,25 | 2.785 | 10,25 | ||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 7.827 | 9,71 | 777 | 8,99 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.491 | -12,99 | 247 | -13,33 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 184.204 | 15,29 | 18.286 | 14,58 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 10.757 | 6,30 | 1.068 | 5,64 | ||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 9.601 | -4,02 | 953 | -4,60 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 293 | 0,69 | 29 | 0,00 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 25.002 | 4,86 | 2.482 | 4,20 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 212 | 21 | ||||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 4.234 | 10,26 | 0 | |||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 6.251 | -0,90 | 621 | -1,59 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 20.371 | 2.022 | ||||||
| 2026-04-10 | 13F | First Bank & Trust | 357.684 | 17,24 | 35.507 | 16,53 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 3.164 | 22,59 | 314 | 22,18 | ||||
| 2026-02-10 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 103.877 | -0,94 | 10.312 | -1,56 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 8.318 | 0,00 | 826 | -0,60 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 55.209 | -7,19 | 5.481 | -7,76 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 6.204 | 4,32 | 616 | 3,54 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 57.992 | 150,88 | 5.757 | 149,39 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 366.258 | -1,02 | 36.358 | -1,62 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 71.640 | 3,11 | 7.112 | 2,48 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 7 | 1 | ||||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 115.964 | 2,68 | 11.512 | 2,05 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 68.300 | 149,04 | 6.780 | 147,54 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.090 | -1,84 | 307 | -2,55 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 1.045.805 | 0,08 | 103.817 | -0,53 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 5.005 | 1,91 | 497 | 1,22 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 237.820 | 100,00 | 23.844 | 100,01 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 9.340 | 0,00 | 927 | -0,54 | ||||
| 2026-05-07 | 13F | Nyl Investors Llc | 36.863 | 3,63 | 3.659 | 3,01 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 180.542 | 3,17 | 17.922 | 2,55 | ||||
| 2026-05-14 | 13F | First Washington CORP | 40.935 | -86,25 | 4.064 | -86,34 | ||||
| 2026-05-15 | 13F | Eight 31 Financial Llc | 54.592 | -77,50 | 5.419 | -77,64 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.030.946 | 3,20 | 102.971 | 2,82 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 2.576 | 256 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 697.954 | -3,08 | 69.286 | -3,67 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 63.628 | -9,83 | 6.321 | -10,34 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 25.006 | 3,19 | 2.482 | 2,56 | ||||
| 2026-05-14 | 13F | Affinity Investment Advisors, Llc | 12.390 | 0,00 | 1.230 | -0,65 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 15.085 | 330,88 | 1.507 | 330,29 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 3.868 | 2,95 | 384 | 2,13 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 83.241 | -0,25 | 8.263 | -0,85 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 3.509 | 348 | ||||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 9.173 | 2,76 | 911 | 2,13 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 187.719 | 10,43 | 18.635 | 9,62 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 2.849 | -61,12 | 283 | -61,42 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 449.359 | -0,19 | 44.608 | -0,80 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 10.728 | 4,05 | 1.065 | 3,50 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 4.315 | 5,17 | 428 | 4,65 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 3.869 | 0,00 | 384 | -0,52 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 38.054 | 3,85 | 3.778 | 3,20 | ||||
| 2026-05-14 | 13F | Stamos Capital Partners, L.p. | 926.085 | 1,74 | 91.932 | 1,12 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.692 | -49,33 | 267 | -49,62 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 24.482 | 27,84 | 2.430 | 27,09 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 209.983 | 22,03 | 21 | 17,65 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 2.634 | -72,79 | 261 | -72,98 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 6.545 | 50,84 | 650 | 49,88 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 258.958 | 53,32 | 25.707 | 52,38 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 2.309 | 0,00 | 229 | -0,43 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 7.422 | 6,85 | 737 | 6,20 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 193.951 | 4,55 | 19.254 | 3,91 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 28.856 | 2.865 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 241.793 | 5,26 | 24.003 | 4,61 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 3.390 | 6,91 | 337 | 6,33 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | One Day In July LLC | 135.580 | 3,78 | 13.459 | 3,15 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 26.557 | -43,56 | 2.666 | -43,26 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 2.874 | -71,91 | 285 | -72,17 | ||||
| 2026-05-08 | 13F | Dale Q Rice Investment Management Ltd | 4.728 | 0,00 | 469 | -0,64 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 119.223 | -0,75 | 11.835 | -1,35 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 367.543 | 5,83 | 36.486 | 5,19 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 4.817 | 107,45 | 478 | 106,93 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 4.280 | -76,99 | 424 | -77,28 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 400 | 43,88 | 40 | 44,44 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13.487.961 | 9,34 | 1.335.848 | 8,42 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 1.530 | 598,63 | 152 | 619,05 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 3.165 | 315 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 14.925.651 | -23,93 | 1.470.767 | -25,06 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1.880.132 | -19,01 | 186.641 | -19,50 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 45.254 | 1,81 | 4.492 | 1,19 | ||||
| 2025-12-08 | 13F | NWF Advisory Services Inc. | 2.181 | -2,98 | 216 | 2,37 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 2.500 | 0,00 | 250 | -0,40 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Lcnb Corp | 28.408 | 15,88 | 2.820 | 15,20 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 69.862 | -6,09 | 6.935 | -6,66 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1.514 | -43,51 | 150 | -43,82 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 402 | 1,26 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 125.533 | 2.207,17 | 12.462 | 2.194,84 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 35.576 | 40,86 | 3.532 | 40,05 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 9.341 | 36,49 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 317.809 | -2,88 | 31.743 | -3,24 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 40.758 | 4,66 | 4.046 | 4,04 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3.015 | 30,75 | 299 | 30,00 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 2.100 | 0,00 | 208 | -0,48 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 1.769 | 0,00 | 176 | -0,57 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 77.915 | 676,97 | 7.735 | 672,63 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 3.719 | -11,24 | 369 | -11,72 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 420 | -4,55 | 42 | -4,65 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Bayban | 1.426 | 0,00 | 142 | -0,70 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 91.773 | 9.110 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6.537 | -2,81 | 649 | -3,43 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 111.707 | 5,13 | 11.089 | 4,49 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 28.450 | 40,29 | 2.824 | 39,46 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 27.169 | -84,33 | 2.697 | -84,43 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 69.660.482 | 29,63 | 6.915.196 | 28,84 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 65.123 | 3,43 | 6.465 | 2,80 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 130.881 | 64,19 | 12.993 | 63,20 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 11.429 | 33,13 | 1.135 | 32,32 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 28.250 | 152,89 | 2.804 | 151,48 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 193.277 | 101,51 | 19.187 | 100,27 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 360.480 | 0,85 | 35.785 | 0,24 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 695.423 | 0,62 | 69.035 | 0,01 | ||||
| 2026-04-21 | 13F | Ackerman Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 225 | -4,26 | 23 | -4,35 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 245.160 | 323,43 | 24.337 | 320,91 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 6 | -14,29 | 1 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 1.085.741 | -0,30 | 107.782 | -0,91 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 142.709 | -1,08 | 14.167 | -1,69 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 79 | -77,49 | ||||||
| 2026-05-16 | 13F | Pine Ridge Advisers LLC | 3.543 | 0,00 | 352 | -0,57 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 239 | 61,49 | 24 | 64,29 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 6.179 | 0,00 | 613 | -0,65 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 800 | 22,14 | 79 | 21,54 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 927 | 21,02 | 92 | 21,05 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 8.801 | -2,68 | 874 | -3,32 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 3.351 | 33,77 | 332 | 32,40 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 2.423 | 0,00 | 241 | -0,83 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 2.252 | 0,04 | 224 | -0,45 | ||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 575.869 | 0,08 | 57.167 | -0,53 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 2.055 | 0,29 | 204 | |||||
| 2026-04-30 | 13F | LRI Investments, LLC | 176 | 0,00 | 17 | 0,00 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 59.497 | -20,80 | 5.906 | -21,28 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 39.356 | 115,92 | 3.730 | 104,89 | ||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 2.520 | 250 | ||||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 62.212 | 64,33 | 6.176 | 63,32 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 299.111 | 10,12 | 29.693 | 9,44 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 140.960 | 11,07 | 13.993 | 10,39 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 112.421 | 0,75 | 11.160 | 0,14 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 13.181 | -12,47 | 1.308 | -12,97 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 3.419 | 65,57 | 339 | 64,56 | ||||
| 2026-05-15 | 13F | Fmr Llc | 9.085.333 | 2,01 | 901.901 | 1,38 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 119.722 | 4,44 | 11.885 | 3,81 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 3.449 | 0,00 | 342 | -0,58 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 10.276 | -26,52 | 1.020 | -26,93 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 2.379 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 53.432.808 | -1,44 | 5.304.275 | -2,04 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 64.790 | -53,82 | 6.432 | -54,10 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 4.726 | -21,48 | 472 | -21,72 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 174.604 | 2,60 | 17.333 | 1,97 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 237 | -5,58 | 24 | -8,00 | ||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 304.761 | 3,10 | 30.254 | 2,47 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 4.197 | -1,08 | 417 | -1,65 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 3.436 | -17,56 | 341 | -18,03 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 70 | 34,62 | 7 | 20,00 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 55.735 | 3,42 | 5.533 | 2,79 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 5.724.306 | 4,27 | 568.252 | 3,63 | ||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 53.523 | 4,33 | 5.313 | 3,71 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 40 | -64,29 | 4 | -72,73 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 11.639 | 0,44 | 1.155 | -0,17 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 10.336.251 | 4,57 | 1.026.080 | 3,93 | ||||
| 2026-04-23 | 13F | iA Global Asset Management Inc. | 846.258 | 4,56 | 84 | 5,00 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 104.926 | 2,04 | 10.416 | 0,09 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 1 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 9.001 | 98,92 | 894 | 97,57 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 2.037 | -1,88 | 202 | -2,42 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 347.987 | 1,55 | 34.545 | 0,94 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 9.478 | 10,29 | 941 | 9,56 | ||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 542.198 | -4,81 | 53.824 | -5,39 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 324.807 | -12,44 | 32.244 | -12,98 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 186 | -43,81 | 18 | -45,45 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 621.215 | 3,58 | 61.668 | 2,63 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 433.617 | -1,95 | 43.045 | -2,55 | ||||
| 2026-04-13 | 13F | Trust Co | 665.295 | 1,55 | 66.044 | 0,93 | ||||
| 2026-02-11 | 13F | Etesian Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 26.051 | 0,59 | 2.586 | 0,00 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 3.620 | 0,00 | 359 | -0,55 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 3.724 | 40,37 | 368 | 39,39 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 1.789.175 | -6,65 | 177.611 | -7,22 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 34.561 | 1,10 | 3.431 | 0,47 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 99.329 | -3,05 | 9.860 | -3,64 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 3.992 | -37,24 | 396 | -37,64 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 87.415 | -2,15 | 8.678 | -2,75 | ||||
| 2026-04-16 | 13F | Financial Designs Corp | 273.029 | 0,25 | 27.104 | -0,36 | ||||
| 2026-04-29 | 13F | Isthmus Partners, Llc | 6.694 | 665 | ||||||
| 2026-05-04 | 13F | First Foundation Advisors | 161.784 | 8,37 | 16.060 | 7,71 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 8.761 | -49,29 | 870 | -49,62 | ||||
| 2026-05-15 | 13F | Teucrium Investment Advisors, LLC | 92.155 | 286,62 | 9.119 | 283,15 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 2.644 | 0,00 | 263 | -0,76 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 263.176 | 3,74 | 26.125 | 3,11 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 2.298 | -73,55 | 228 | -73,70 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1.275.623 | 0,49 | 126.631 | -0,13 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 3.905.414 | -14,97 | 387.690 | -15,48 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 2.862.201 | -40,37 | 285.877 | -40,37 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 1.525.036 | 3,05 | 151.390 | 2,42 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 158 | 532,00 | 16 | 650,00 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 5.226 | 0,11 | 519 | -0,58 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 607.761 | 65,52 | 60.332 | 64,51 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 2.215 | -2,29 | 220 | -3,10 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 6.779 | 0,43 | 673 | -0,30 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 0 | -100,00 | 0 |
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