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.
Opgrader
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| 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 | |||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 16.596 | 23,14 | 1.647 | 22,36 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 988 | -38,02 | 98 | -38,36 | ||||
| 2026-01-15 | 13F | Dock Street Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 272 | 2,26 | 27 | 3,85 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 20.960 | -0,39 | 2.081 | -1,00 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 76.419 | -25,99 | 7.579 | -26,39 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 2.500 | 248 | ||||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 16.598 | 11,28 | 1.648 | 10,61 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 14.943 | 1.483 | ||||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 3.422 | 0,00 | 340 | -0,59 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 1.357.568 | -2,20 | 134.766 | -2,80 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 45.661 | -1,59 | 4.533 | -2,20 | ||||
| 2026-04-13 | 13F | Bnc Wealth Management, Llc | 2.853 | -6,12 | 283 | -6,60 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 128.629 | 149,94 | 12.769 | 148,40 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 551.062 | 25,36 | 54.577 | 24,01 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 3.553 | -47,40 | 353 | -47,77 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 3.466 | 0,29 | 344 | -0,29 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 4.586 | -1,12 | 455 | -1,73 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 3.180 | 5,82 | 316 | 5,00 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 2.570 | 0,00 | 255 | -0,39 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 2.484 | -0,72 | 247 | -1,20 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 3.683 | 368 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 114 | 0,00 | 11 | 0,00 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 2.188 | 217 | ||||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 43.214 | 0,00 | 4.316 | 0,00 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 2.772 | 4,41 | 275 | 3,77 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 117.606 | -31,40 | 11.675 | -31,82 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 35.932 | 2,48 | 3.573 | 1,91 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 4.773 | 10,97 | 474 | 10,26 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 23.864 | -2,96 | 2.369 | -3,54 | ||||
| 2026-04-01 | 13F | GP Brinson Investments LLC | 280.650 | 0,00 | 27.860 | -0,61 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 193.786 | 4,24 | 19.237 | 3,61 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 735 | -10,37 | 73 | -11,11 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 64.610 | -8,85 | 6.414 | -9,42 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 266.209 | 2,16 | 26.427 | 1,53 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Caitlin John, LLC | 613 | 15,23 | 61 | 13,21 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 117 | 0,00 | 12 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 635.151 | -11,72 | 63.051 | 88.704,23 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 370.199 | 11,41 | 36.750 | 10,73 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 13.228 | 1.313 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 304.322 | 12,59 | 30.210 | 11,90 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 1.311.668 | 2,68 | 130.209 | 2,05 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 46.115 | 1,62 | 4.578 | 0,99 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 41.755 | -17,73 | 4.145 | -18,23 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3.773 | -44,81 | 375 | -45,16 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 1.429 | 0,00 | 143 | -0,70 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 15.729 | 4,15 | 1.561 | 3,51 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 5.152 | 510 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 10.129 | 1.006 | ||||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 39.790 | 5,55 | 3.950 | 4,89 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 308.839 | 4,10 | 30.658 | 3,47 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 200 | 0,00 | 20 | 0,00 | ||||
| 2026-04-16 | 13F | Arizona PSPRS Trust | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 28.181 | -2,89 | 2.798 | -3,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 107.181 | 4,40 | 10.640 | 3,76 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 4.655 | 462 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 10.820 | 0,71 | 1.074 | 0,09 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 220 | 0,00 | 22 | 0,00 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 11.414 | 0,00 | 1.133 | -0,35 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 82.507 | -34,62 | 8.190 | -35,02 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 9.441 | -4,92 | 937 | -5,45 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 263.360 | -9,86 | 26.144 | -10,41 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 92.880 | 10,40 | 9.225 | 9,47 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 27 | 0,00 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 91.731 | 4,37 | 9.106 | 3,74 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 2.293 | 228 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 6.147 | 6,35 | 610 | 5,72 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 1.875.166 | 170,94 | 186.148 | 169,29 | ||||
| 2026-04-16 | 13F | Arizona PSPRS Trust | Put | 11.407.472 | 1.132.420 | |||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 3.037 | -10,44 | 301 | -10,95 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 10.146 | 5,72 | 1.007 | 5,11 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 1.139.242 | 7,71 | 113.092 | 7,05 | ||||
| 2026-04-08 | 13F | Brady Family Wealth, Llc | 7.971 | 0,00 | 791 | -0,63 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 2.095 | 0,72 | 208 | 0,00 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 7.755 | 4,75 | 770 | 4,06 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 10.406 | 1,76 | 1.033 | 1,18 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 64.426 | -3,32 | 6.396 | -3,91 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 11.578 | 1.156 | ||||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 18.152 | 3,10 | 1.802 | 2,45 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 297.890 | -96,52 | 29.572 | -96,54 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Putney Financial Group LLC | 3.549 | -26,78 | 352 | -27,27 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 129.859 | 8,17 | 12.891 | 7,51 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 110.467 | 6,48 | 11.033 | 6,09 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 78.574 | -23,61 | 7.800 | -24,07 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 9.843 | 8,16 | 977 | 7,60 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 124.398 | 5,91 | 12.349 | 5,27 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 3.094 | -22,88 | 307 | -23,44 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 26.510 | 13,18 | 2.632 | 12,48 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 35.716 | 8,56 | 3.546 | 7,88 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 14.057 | 26,16 | 1.395 | 25,45 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 406.755 | 10,41 | 40.379 | 9,73 | ||||
| 2026-05-28 | 13F | Lavelle Capital Lp | 13.487 | 1.339 | ||||||
| 2026-05-04 | 13F | Sfam, Llc | 136.727 | 6,11 | 13.573 | 5,46 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 18.439 | -0,35 | 1.830 | -0,97 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 24.927 | 2.462 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 9.768 | -0,61 | ||||||
| 2026-05-15 | 13F | DV Trading LLC | 17.640 | 60,17 | 1.751 | 59,33 | ||||
| 2026-05-14 | 13F | Betterment LLC | 23.905.376 | -8,95 | 2.373 | -9,50 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 4.150 | 412 | ||||||
| 2026-05-11 | 13F | Knuff & Co LLC | 450 | -40,79 | 45 | -41,33 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 2.664 | 264 | ||||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 63.598 | 4,47 | 6.313 | 3,83 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 481.289 | -4,29 | 47.778 | -4,87 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 9.829 | -4,38 | 976 | -4,97 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 940.878 | -2,94 | 93.401 | -3,53 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 335.535 | 1,01 | 33.309 | 0,40 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 3.540 | 5,36 | 351 | 4,78 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 5.697 | 3,00 | 564 | 1,99 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 5.572 | 42,03 | 553 | 41,43 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 167.914 | 1,19 | 16.669 | 0,57 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 754.871 | 1,40 | 74.936 | 0,78 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 2.332 | 14,76 | 231 | 14,36 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 338.179 | 1,99 | 33.571 | 1,37 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 17.731 | -0,37 | 1.759 | -1,35 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 38.395 | 7,84 | 3.811 | 7,17 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Sachetta, LLC | 165 | 16 | ||||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 54.456 | -0,55 | 5.406 | -1,17 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 4.897 | 39,91 | 486 | 39,26 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 108.098 | -2,94 | 10.731 | -3,53 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 52.044 | -2,70 | 5.166 | -3,29 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 146.767 | 1,58 | 14.569 | 0,96 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 28.365 | -18,94 | 2.816 | -19,46 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 1.151.847 | 0,27 | 114.344 | -0,34 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 100 | 0,00 | 10 | 0,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 90 | -71,15 | 9 | -74,19 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 662.299 | 15,66 | 65.746 | 14,95 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | GuidedMoney, LLC | 48.718 | 27,13 | 4.836 | 26,37 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 253 | -83,08 | 0 | |||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 309.931 | 2,04 | 30.767 | 1,42 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 12.325 | 5,55 | 1.224 | 4,89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 609.012 | 13,00 | 60.457 | 12,31 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 45.944 | 27,93 | 4.561 | 27,16 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 547 | 101,10 | 54 | 100,00 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 186 | 0,00 | 18 | 0,00 | ||||
| 2026-05-06 | 13F | Tandem Wealth Advisors LLC | 343.924 | -6,63 | 34.141 | -20,10 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 185.501 | -3,14 | 18.415 | -3,74 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 2.060 | -15,99 | 205 | -16,39 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 938.411 | 6,26 | 93.156 | 5,61 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 353.127 | 26,59 | 35.270 | 26,12 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 5.870 | -13,64 | 583 | -14,16 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | PYA Waltman Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 22.550 | -50,86 | 2.239 | -51,17 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 40.097 | 74,88 | 3.980 | 73,88 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 5.352 | 11,92 | 531 | 11,32 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 3.676 | -41,72 | 365 | -42,13 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 30.903 | -0,09 | 3.068 | -0,71 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 6.044 | 600 | ||||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 15.085 | -38,23 | 1.497 | -38,62 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 0 | -100,00 | 0 | |||||
| 2026-05-26 | 13F | Peak Planning Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 54.931 | -28,21 | 5.439 | -28,83 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 7.510.131 | -1,71 | 745.531 | -2,31 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 227.003 | 0,63 | 22.535 | 0,01 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 41.594 | 10,41 | 4.113 | 9,30 | ||||
| 2026-04-22 | 13F | Chemung Canal Trust Co | 234.202 | 0,01 | 23.249 | -0,59 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 25 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 20.758.453 | 0,25 | 2.060.692 | -0,36 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 17.527 | 0,26 | 1.740 | -0,40 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 52.075 | 0,18 | 5.169 | -0,42 | ||||
| 2026-04-28 | 13F | Seascape Capital Management | 5.370 | 0,00 | 1 | |||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 37.393 | 0,10 | 3.712 | 123.633,33 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 13.276 | 31,46 | 1.318 | 30,65 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 2.740.098 | -5,76 | 272.010 | -6,34 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 6.148 | 20,24 | 610 | 19,61 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 2.112 | -2,18 | 210 | -2,79 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Hixon Zuercher, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 90.295 | 15,41 | 9 | 14,29 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.838 | 182 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 2.668 | 17,12 | 0 | |||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 8.353 | 12,56 | 830 | 12,62 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.183.564 | 144,73 | 316.032 | 143,23 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 447.888 | 16,15 | 44.462 | 15,44 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 40.283 | 19,97 | 3.999 | 19,24 | ||||
| 2026-01-14 | 13F | Ballew Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 4.910 | -58,52 | 487 | -58,80 | ||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 53.037 | -1,83 | 5.265 | -2,45 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 6.399 | 13,14 | 635 | 12,59 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 9.436 | 9,00 | 937 | 8,33 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | City State Bank | 74.282 | 6,36 | 7.374 | 5,71 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 27.899 | 0,00 | 2.770 | -0,61 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 146.317 | 5,09 | 14.525 | 4,44 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 89 | 0,00 | 9 | 0,00 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 226 | 2,26 | 22 | 0,00 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 822.182 | 12,38 | 81.618 | 11,69 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 8.986 | 0,73 | 892 | 0,11 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 42 | 27 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 1.038 | -0,10 | 103 | 0,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 199.731 | 0,72 | 19.827 | 0,11 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 86.453 | 4,79 | 8.582 | 4,15 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 4.763 | -35,88 | 473 | -36,30 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 9.861 | -2,33 | 979 | -2,98 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 89.649 | -12,50 | 8.899 | -13,04 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 120.689 | 3,54 | 12.007 | 3,14 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 143.355 | 14.231 | ||||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 27.989 | 2,95 | 2.778 | 2,32 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 234.552 | -12,11 | 23.427 | -12,44 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 9.375 | -7,98 | 931 | -8,55 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 45.908 | 2,56 | 4.557 | 1,95 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 400.371 | 39.745 | ||||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 21.027 | -1,82 | 2.087 | -2,43 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 1.042.076 | -0,38 | 103.447 | -0,99 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 10.050 | 0,21 | 998 | -0,40 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 10.134 | -7,49 | 1.006 | -8,04 | ||||
| 2026-05-02 | 13F | Genus Capital Management Inc. | 167.450 | 0,39 | 16.623 | -0,22 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 9.434 | -24,98 | 937 | -25,48 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 9.555 | 954 | ||||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 12.856 | 8,36 | 1.276 | 7,77 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 39.971 | -1,01 | 3.956 | -1,91 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 980.458 | 4,77 | 97.330 | 4,13 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 185.469 | -22,82 | 18.411 | -23,29 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 9.869 | -0,27 | 980 | -0,91 | ||||
| 2026-04-27 | 13F | V-Square Quantitative Management LLC | 1.269.238 | 0,00 | 125.997 | -0,61 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 30.435 | 6,02 | 3.021 | 5,37 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 349.732 | 3,47 | 34.718 | 2,84 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 325 | 45,09 | 32 | 45,45 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 78 | 0,00 | 8 | 0,00 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 413 | 182,88 | 41 | 185,71 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 52.953 | 0,00 | 5.289 | 0,00 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 49.421 | 4.906 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1.243.118 | 3,90 | 123.404 | 3,26 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 121.622 | 8,89 | 12.073 | 8,23 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 2.581 | 0,04 | 256 | -0,39 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 36.408 | -20,11 | 3.613 | -20,63 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 4.143 | -0,89 | 411 | -1,44 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 33.616 | 16,50 | 3.337 | 15,83 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 25.219 | 2,45 | 2.504 | 1,83 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 149.888 | 3,95 | 14.879 | 3,31 | ||||
| 2026-05-28 | 13F | Ramiah Investment Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 104.007 | 40,61 | 10.325 | 39,74 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 209.977 | 5,74 | 20.844 | 5,09 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 316.836 | 0,52 | 31.452 | -0,09 | ||||
| 2026-04-29 | 13F | Shelter Mutual Insurance Co | 57.660 | 0,00 | 5.724 | -0,63 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 17.437 | 3,32 | 1.731 | 2,67 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 20.696 | 140,20 | 2.054 | 138,84 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 2.107 | 209 | ||||||
| 2026-05-13 | 13F | WealthCollab, LLC | 4.082 | 0,00 | 405 | -0,49 | ||||
| 2026-05-13 | 13F | Leo H. Evart, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Burney Co/ | 3.597 | -2,41 | 357 | -2,99 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 39.973 | 31,12 | 3.968 | 30,35 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 19 | 0,00 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 3.065 | 164,45 | 306 | 163,79 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 1.197 | -0,08 | 119 | -0,84 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 73.442 | 3,86 | 7.291 | 3,21 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 80 | 0,00 | 8 | 0,00 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 19.594 | 4,38 | 1.945 | 3,79 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 61.088 | -49,43 | 6.102 | -49,62 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 210.231 | 0,50 | 20.870 | -0,11 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 4.822 | -4,33 | 0 | |||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 4.468 | 30,07 | 444 | 29,15 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 8.599 | -4,58 | 854 | -5,22 | ||||
| 2026-05-15 | 13F | NEOS Investment Management LLC | 821.784 | 25,59 | 81.319 | 24,42 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 1.586.900 | 147,12 | 157.532 | 246.042,19 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 4.138 | 0,00 | 411 | -0,73 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 334.661 | 137,00 | 33.222 | 135,55 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 3.500 | 0,00 | 347 | -0,57 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 542 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 254.606 | -3,33 | 25.275 | -3,92 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 2.735 | 0,00 | 271 | -0,73 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 80.134 | 3,22 | 7.955 | 2,59 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 2.247 | -5,31 | 223 | -5,93 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 28.788 | -11,22 | 2.858 | -12,09 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 72.226 | 7,34 | 7.170 | 6,68 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 3.411.430 | 1,67 | 338.653 | 1,05 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 2.655 | 0,00 | 265 | -0,38 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 137.226 | -6,00 | 13.627 | -6,58 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 253.778 | 2,33 | 25.193 | 1,71 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 355.184 | 232,89 | 35.074 | 228,50 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 2.086 | -80,70 | 207 | -80,82 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 36 | 0,00 | 4 | 0,00 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 3.767 | -5,42 | 374 | -6,05 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 425.375 | 9,39 | 42.227 | 8,72 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 117 | -7,14 | 12 | -8,33 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 58.907 | 33,99 | 5.848 | 33,16 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 3.198 | 0,03 | 317 | -0,63 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 2.426.044 | 4,42 | 240.833 | 3,78 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 13.886 | 0,00 | 1.378 | -0,58 | ||||
| 2026-04-21 | 13F | Maseco Llp | 6.138 | -23,93 | 609 | -24,35 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 119.130 | 269,92 | 11.826 | 267,69 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 83.872 | 0,67 | 758 | 7,37 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 57.844 | 14,06 | 5.742 | 13,37 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 89.113 | 132,61 | 8.846 | 131,21 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 592.828 | 3,73 | 58.852 | 3,09 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 81.950 | 12,18 | 8.135 | 11,50 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 45 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 3.916.831 | 13,73 | 389.098 | 12,33 | ||||
| 2026-04-10 | 13F | Benin Management CORP | 2.792 | 0,00 | 277 | -0,36 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Rockland Trust Co | 8.526 | -67,95 | 846 | -68,15 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 52.070 | 10,41 | 5.169 | 9,72 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 142 | -89,84 | 14 | -89,93 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 88.921 | 42,66 | 8.827 | 41,80 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 13.965 | -5,50 | 1.386 | -6,10 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 1.734.205 | -0,00 | 172.155 | -0,61 | ||||
| 2026-04-24 | 13F | Williams Financial, LLC | 2.097 | 208 | ||||||
| 2026-05-04 | 13F | Brickley Wealth Management | 3.767 | -3,93 | 374 | -4,60 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 3.605 | -1,12 | 358 | -1,92 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 127.430 | -72,09 | 12.650 | -72,26 | ||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 7.066 | -0,39 | 701 | -0,99 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 78.944 | 87,91 | 7.837 | 86,75 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 39.569 | -3,52 | 3.928 | -4,10 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 2.953 | -3,78 | 293 | -4,25 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 965 | 96 | ||||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 361.118 | 1,10 | 35.848 | 0,48 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 40.792 | 14,80 | 4.049 | 14,09 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 157.993 | 1,76 | 15.628 | 0,78 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 13.875 | -29,53 | 1.377 | -29,96 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 454 | -44,02 | 45 | -44,44 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 2.709 | 24,10 | 269 | 22,94 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 29.513 | -0,46 | 2.930 | -1,08 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 8.057 | 1,33 | 800 | 0,63 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 52.906 | -10,27 | 5.252 | -10,80 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 3.685 | 3,08 | 366 | 2,24 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Towercrest Capital Management | 408.315 | 6,72 | 40.535 | 6,07 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 9.297 | -29,43 | 923 | -29,89 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 36.865 | 1,35 | 3.660 | 0,74 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 76.719 | -1,07 | 7.616 | -1,68 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 5.212 | -1,92 | 517 | -2,45 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 21.922 | -15,16 | 2.176 | -15,66 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 30.614 | -0,46 | 3.039 | -1,04 | ||||
| 2026-01-13 | 13F | Norden Group Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 13.496 | -0,07 | 1.340 | -0,67 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 3.679 | 0,00 | 365 | -0,54 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 2.374 | 236 | ||||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 3.136 | 0,00 | 311 | -0,64 | ||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 8.840 | 3,17 | 876 | 2,34 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 5.000 | 496 | ||||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 4.423 | 0,00 | 439 | -0,45 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 3.556 | 4,62 | 353 | 4,13 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 523.677 | 4,78 | 51.985 | 4,14 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 2.903 | 0,00 | 288 | -0,35 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.620 | -0,37 | 161 | -1,23 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 42.408 | 10,37 | 4.210 | 9,70 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 12.389 | -29,22 | 1.230 | -29,69 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 149.962 | -8,75 | 14.887 | -9,31 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 228 | 23 | ||||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 16.419 | 11,43 | 1.630 | 10,74 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 17.823 | 1,08 | 1.769 | 0,45 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 6.355 | 1,10 | 631 | 0,48 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Nvwm, Llc | 28.548 | -39,00 | 2.834 | -39,39 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 2.427 | 0,66 | 241 | 0,00 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 30.850 | 2,16 | 3.081 | 1,78 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 10 | 1 | ||||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 261.519 | -7,22 | 25.961 | -7,79 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 8.768 | 13,28 | 870 | 12,55 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 4 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | South Shore Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 7.475 | 37,41 | 742 | 36,65 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 618 | 61 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 18.425 | 16,78 | 1.829 | 16,13 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 12.998 | 0,00 | 1.290 | -1,38 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 8.047 | 13,74 | 799 | 13,03 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 41.343 | 0,99 | 4.104 | 0,39 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Investure, LLC | 15.666 | 113,29 | 1.555 | 112,14 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F/A | Ameraudi Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 328.168 | 9,12 | 32.577 | 8,45 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 14.632.180 | -1,27 | 1.450.152 | -2,01 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 25.160 | 5,23 | 2.479 | 3,55 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 9.162 | 7,52 | 909 | 6,82 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 2.881 | -53,22 | 286 | -53,66 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 22.644 | -8,30 | 2.248 | -8,88 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 6.695 | -3,43 | 669 | -3,75 | ||||
| 2026-05-11 | 13F | a16z Perennial Management, L.P. | 321.231 | 31.889 | ||||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 13.682 | 5,68 | 1.358 | 5,03 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 6.225 | -10,87 | 618 | -11,48 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 940.523 | 2,37 | 93.366 | 1,74 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 11.615 | -2,67 | 1.153 | -3,19 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 52.370 | -7,60 | 5.199 | -8,18 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Waycross Partners, Llc | 16.000 | -56,88 | 1.588 | -57,15 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 204 | 0,00 | 20 | 0,00 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 109 | 0,00 | 11 | 0,00 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 4.434 | 0,64 | 440 | 0,00 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 17.603 | 60,32 | 1.747 | 59,40 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 31.804 | 14,68 | 3.157 | 14,01 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 24.892 | -1,43 | 2.486 | -1,78 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 4.071 | -3,12 | 404 | -3,58 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 4.893 | -33,06 | 486 | -33,56 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 369.575 | 4,16 | 36.688 | 3,52 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 7.102 | 7,75 | 705 | 7,14 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 44.806 | 4.448 | ||||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 32.347 | 13,21 | 3.211 | 12,55 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 23.028 | 34,09 | 2.286 | 33,29 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 3.006 | -13,50 | 298 | -14,12 | ||||
| 2026-02-13 | 13F | Barclays Plc | 51.033 | 11.240,67 | 5.097 | 11.226,67 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 2.645 | -40,13 | 263 | -40,59 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 716.229 | -2,80 | 71.100 | -3,39 | ||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 73.082 | -6,83 | 7.255 | -7,40 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 38.592 | 2,02 | 3.831 | 1,40 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 241.631 | 4,41 | 23.987 | 3,76 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9.026 | -16,63 | 896 | -17,11 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 4.101 | -36,79 | 407 | -37,19 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 2.548 | 253 | ||||||
| 2026-05-11 | 13F | Arrow Financial Corp | 62.302 | -3,92 | 6.185 | -4,51 | ||||
| 2026-05-14 | 13F | Sandhill Capital Partners LLC | 9.992 | 992 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.429 | -7,36 | 241 | -7,66 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 84 | -59,02 | 8 | -60,00 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 3.341 | -25,31 | 332 | -25,62 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 62.538 | 4,31 | 6.208 | 3,67 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 394.918 | -17,64 | 39.204 | -18,14 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 50.390 | 23,99 | 5.002 | 23,23 | ||||
| 2026-02-24 | 13F | SG Trading Solutions, LLC | 136.798 | 14 | ||||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 43.632 | -0,43 | 4.331 | -1,03 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.511.255 | 68,90 | 150.022 | 67,87 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 28.330 | 7,92 | 2.812 | 7,33 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 31.050 | 0,55 | 3.082 | -0,06 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 247.047 | 1,41 | 24.524 | 0,79 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 1.100 | 0,00 | 109 | -0,91 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 2.271 | 225 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 12.235 | 0,44 | 1.215 | -0,16 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 2.195 | 0,00 | 218 | -0,91 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 0 | 0 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 30.741 | 10,88 | 3.052 | 10,18 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 2.283 | -11,55 | 227 | -12,06 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 786.743 | -0,46 | 78.121 | -1,05 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 915.513 | 20,73 | 90.883 | 19,99 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 694.611 | -13,33 | 68.954 | -13,86 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 13.536 | 13,50 | 1.344 | 12,76 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 42.458 | -5,23 | 4.218 | -5,74 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 558.699 | 55.803 | ||||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 138.668 | 6,24 | 13.766 | 5,58 | ||||
| 2026-05-14 | 13F | Johns Hopkins University | 8.024.716 | 0,00 | 796.614 | -0,61 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 197.400 | 0,00 | 19.716 | 0,00 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 32.456 | -4,61 | 3.222 | -5,21 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 7.012 | 13,54 | 696 | 12,99 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 153.314 | -3,28 | 15.220 | -3,87 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 289.549 | 4,07 | 28.744 | 3,44 | ||||
| 2026-04-23 | 13F | Kampmann Melissa S. | 10.508 | 0,00 | 1.043 | -0,67 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 28.397 | 15,63 | 2.819 | 14,93 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 63.904 | -19,00 | 6.344 | -19,49 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 30.561 | 3.034 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 3.697.706 | -2,26 | 367.071 | -2,86 | ||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 123.839 | -3,79 | 12.293 | -4,38 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 2.433 | 243 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 10.562 | 29,39 | 1.048 | 28,59 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 14.152 | -85,19 | 1.405 | -85,29 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 6.900 | 0,00 | 685 | -0,73 | ||||
| 2026-05-12 | 13F | Croban | 47.094 | -28,55 | 4.675 | -29,00 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 6.161 | 612 | ||||||
| 2026-04-16 | 13F | First Merchants Corp | 317.722 | -0,72 | 31.540 | -1,32 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 3.311 | -15,62 | 331 | -16,03 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 37.033 | 13,55 | 3.699 | 13,12 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 83.382 | 6,29 | 8.328 | 5,90 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 5.952 | 13.749 | 37,89 | |||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 143.135 | -0,27 | 14.209 | -0,88 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 5.272 | -20,31 | 523 | -20,76 | ||||
| 2026-04-13 | 13F | JCIC Asset Management Inc. | 315 | 0,00 | 31 | 0,00 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 8.459 | 15,45 | 840 | 14,77 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 88.714.666 | 4,66 | 8.806.703 | 4,03 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 3.869 | -2,10 | 384 | -2,54 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 2.089 | 0,00 | 207 | -0,96 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 35.655 | 39,18 | 3.540 | 38,35 | ||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 2.075 | 206 | ||||||
| 2026-05-15 | 13F | Ge Investment Management Corp. | 10 | 0,00 | 1 | |||||
| 2026-04-20 | 13F | Davidson Trust Co | 39.216 | 5,62 | 3.893 | 4,96 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 2.543 | -27,55 | 252 | -28,00 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 24.440 | 35,97 | 2.426 | 35,15 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 2.071 | -2,27 | 206 | -2,84 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 42.267 | 10,70 | 4.196 | 10,02 | ||||
| 2026-05-15 | 13F | Independent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 28.624 | -40,23 | 2.841 | -40,60 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 188.182 | -69,31 | 18.681 | -69,50 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 7.903 | 0,05 | 784 | -0,51 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 22.572 | 16,42 | 2.241 | 15,70 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 4.467 | -0,27 | 443 | -0,89 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 4.204 | -24,73 | 417 | -25,13 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 2.012 | 53,47 | 200 | 53,08 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 25.482 | -53,29 | 2.530 | -53,58 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 20.010 | 1,47 | 1.986 | 0,86 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 7.524 | 747 | ||||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 37.657 | 2,48 | 3.738 | 1,85 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 36.568 | 96,83 | 3.630 | 94,74 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 16.951 | -9,91 | 1.683 | -10,48 | ||||
| 2026-04-10 | 13F | Linden Thomas Advisory Services, LLC | 2.729 | 14,47 | 271 | 13,45 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 4.624 | 2,35 | 459 | 1,55 | ||||
| 2026-05-13 | 13F | Bank OZK | 2.497 | 0,00 | 248 | -0,80 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 11.880 | -56,96 | 1.179 | -57,22 | ||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 15.729 | 2 | ||||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 152.565 | -1,16 | 15.145 | -1,76 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 25.819 | 0,00 | 2.563 | -0,58 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 16.249 | 42,54 | 1.613 | 41,74 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 70.439 | 3,50 | 6.992 | 2,87 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 1.126 | 2,09 | 112 | 0,91 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 86.357 | 9,52 | 8.573 | 8,85 | ||||
| 2026-05-01 | 13F | Phocas Financial Corp. | 2.791 | 0,00 | 277 | -0,36 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 213.236 | 6,85 | 21.168 | 6,19 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 304 | 30 | ||||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 37.794 | 0,15 | 3.775 | -0,29 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 4.675 | 0,00 | 464 | -0,43 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 200 | -51,22 | 20 | -52,50 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 533.901 | 1,32 | 53.001 | 0,70 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 44.298 | -4,82 | 4.397 | -5,40 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 78.176 | -87,26 | 8 | -88,52 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 19 | 0,00 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 14.587 | -85,59 | 1.448 | -85,68 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 8.073 | 35,82 | 801 | 35,08 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 152.528 | -9,42 | 15.141 | -9,97 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Trust & Banking Corp | 1.413.455 | 0,00 | 140.314 | -0,61 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 6.239.080 | 3,10 | 619.349 | 2,47 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 273.998 | 8,96 | 27.200 | 8,30 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 203 | 24,54 | 20 | 25,00 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 7.255 | 130,98 | 725 | 130,57 | ||||
| 2026-04-22 | 13F | Motco | 2.534 | -52,44 | 252 | -52,82 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 12.962.808 | 5,58 | 1.286.818 | 4,93 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 719 | -37,48 | 71 | -37,72 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1.636 | 4,01 | 162 | 3,18 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 148.157 | 4,46 | 14.708 | 3,83 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 14.700 | 34,30 | 1.459 | 33,49 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Moneywise, Inc. | 12.120 | 51,41 | 1.203 | 50,56 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 27.483 | -11,66 | 2.728 | -12,20 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 2.289 | -96,92 | 227 | -96,95 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 252.569 | -8,22 | 25.072 | -8,79 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 2.587 | -15,60 | 257 | -16,34 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 74.461 | -12,07 | 7.392 | -12,60 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 26.487 | -16,33 | 2.629 | -16,83 | ||||
| 2026-05-13 | 13F | Invst, LLC | 2.126 | -3,93 | 211 | -4,52 | ||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 467.661 | -2,12 | 46.268 | -3,05 | ||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 34.482 | 0,00 | 3.423 | -0,61 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 3.285 | 326 | ||||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 51.219 | 9,79 | 5.085 | 9,12 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8.646.419 | 8,27 | 858.330 | 7,61 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 8.592 | -9,23 | 853 | -9,84 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 600 | 0 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 2 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 143.872 | 80,40 | 14.282 | 78,84 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 2.929 | 291 | ||||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 5.114 | -9,63 | 508 | -10,27 | ||||
| 2026-05-13 | 13F | Ridge Creek Global, Inc | 4.601 | 0,00 | 457 | -0,65 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 87 | -26,27 | 9 | -27,27 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 53.385 | 29,78 | 5.300 | 28,99 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 26.052 | -11,38 | 2.586 | -11,92 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 3.255 | 0,00 | 323 | -0,62 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 11.600 | -54,33 | 1.159 | -54,52 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 26.052 | 2.586 | ||||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 13.513 | 18,13 | 1.341 | 17,43 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 7.929 | 2,68 | 787 | 2,08 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 1.326.978 | 5.164,74 | 131.729 | 5.133,57 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 296.581 | -0,42 | 29.623 | -0,79 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 231.674 | 121,72 | 22.998 | 120,37 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 27.600 | -38,80 | 2.740 | -39,19 | |||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 30.775 | 34,63 | 3.055 | 33,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 33.100 | 3.286 | |||||
| 2026-05-12 | 13F | Creative Planning | 14.026.407 | 31,77 | 1.392.401 | 30,97 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 3.587 | -88,25 | 356 | -88,32 | ||||
| 2026-04-24 | 13F | Balentine LLC | 2.964.878 | -0,31 | 294.323 | -0,92 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 2.663 | 0,00 | 264 | -0,38 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 5.781 | 6,13 | 574 | 5,33 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 9.528 | 0,00 | 946 | -0,63 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 70.009 | 17,88 | 6.950 | 17,16 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 5.111 | -21,24 | 507 | -21,76 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 897 | 0,00 | 89 | 0,00 | ||||
| 2026-05-15 | 13F | Marquette Associates, Inc. | 62.542 | 0,00 | 6.209 | -0,61 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 8.382 | 3,88 | 832 | 3,35 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 629 | 0,48 | 62 | 0,00 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 14.792 | -82,14 | 1.468 | -82,25 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 1.698 | 0,59 | 169 | 0,00 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 23.168 | 1,30 | 2.300 | 0,66 | ||||
| 2026-02-17 | 13F | Angeles Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Clark Wealth Partners | 19 | 2 | ||||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 93.900 | 2,67 | 9.321 | 2,04 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 12.619 | -26,96 | 1.253 | -27,42 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 4.434 | 13,37 | 440 | 12,82 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 10.019 | -8,81 | 995 | -9,39 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 72.047 | 0,43 | 7.152 | -0,18 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 6.669 | -2,29 | 662 | -2,79 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 757 | -11,67 | 75 | -11,76 | ||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 9.767 | 0,00 | 970 | -0,62 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 4.114.974 | 13,09 | 408.494 | 12,39 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 1.617.571 | -8,74 | 161.498 | -8,91 | ||||
| 2026-05-14 | 13F | North Dallas Bank & Trust Co | 3.990 | -0,99 | 396 | -1,49 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 250.337 | -1,17 | 24.851 | -1,78 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 27.966 | 1,43 | 2.776 | 0,84 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 1.744 | 1,22 | 173 | 0,58 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 17.389 | 1,33 | 1.726 | 0,76 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 86.463 | 20,67 | 8.583 | 19,94 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 180.053 | 6,39 | 17.874 | 5,74 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2.650 | -53,05 | 263 | -53,29 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 13.069 | 1.297 | ||||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 2.311 | -0,13 | 229 | -0,87 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 11.558 | -4,53 | 1.150 | -4,73 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 975.887 | 2,18 | 96.876 | 1,56 | ||||
| 2026-04-28 | 13F | Clarity Retirement & Wealth, LLC | 14.570 | 415,21 | 1.446 | 412,77 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 6.469 | -26,96 | 642 | -27,38 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 23.269 | 12,90 | 2.310 | 12,20 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 24.092 | 262,83 | 2.392 | 260,63 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 5 | 0 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 6.744.642 | 39,18 | 669.542 | 38,33 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 6.498 | 2,27 | 645 | 1,74 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 34.223 | 0,37 | 3.397 | -0,23 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 629.384 | 1,30 | 62.479 | 0,68 | ||||
| 2026-05-15 | 13F | Common Fund For Nonprofit Organizations | 533.732 | 15,70 | 52.984 | 14,99 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 45.516 | 1,06 | 4.518 | 0,44 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 7.077 | -0,77 | 703 | -1,40 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 532.974 | 6,98 | 53.233 | 6,98 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 33.742 | 0,79 | 3.350 | 0,18 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 5.020 | 1,17 | 498 | 0,61 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 3.389 | 0,00 | 336 | -0,59 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 131.390 | 13.043 | ||||||
| 2026-04-27 | 13F | Consolidated Portfolio Review Corp | 3.543 | 0,00 | 352 | -0,57 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 18.663 | 0,00 | 1.853 | -0,64 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 68.473 | 1,74 | 6.797 | 1,12 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.533.553 | 4,75 | 251.506 | 4,11 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2.178 | -28,54 | 216 | -28,95 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 143.330 | -0,71 | 14.228 | -1,31 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 6.650 | 0,53 | 660 | 0,00 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 5.254 | 0,06 | 522 | -0,57 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 6.640 | 3,11 | 659 | 2,49 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 8.768 | 21,37 | 870 | 20,19 | ||||
| 2026-05-13 | 13F | Verger Capital Management LLC | 698.494 | 6,54 | 69.340 | 5,89 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 120.809 | -3,57 | 11.993 | -4,16 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 305.135 | 5,60 | 30.291 | 4,95 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 57.995 | 5.742 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 374.806 | -1,62 | 37.207 | -2,22 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 14.858 | -12,30 | 1.475 | -12,88 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 18.712 | -11,41 | 1.858 | -11,95 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 9.865 | -40,10 | 979 | -40,45 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 147.931 | -2,02 | 14.685 | -2,61 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5.188 | 15,62 | 515 | 14,96 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 10.129 | -15,02 | 1.006 | -15,55 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 237.137 | 17,09 | 23.541 | 16,38 | ||||
| 2026-05-15 | 13F | SIH Partners, LLLP | 3.620 | 0,00 | 359 | -0,55 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 3.081 | 20,68 | 306 | 20,08 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 106.562 | -5,35 | 10.578 | -5,93 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 14.688 | -0,78 | 1.458 | -1,35 | ||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 2.261 | 0,00 | 224 | -0,44 | ||||
| 2026-04-27 | 13F | Counterweight Ventures, LLC | 74.026 | 14,60 | 7.349 | 13,90 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Archer Investment Corp | 999 | 18,93 | 99 | 19,28 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 101.032 | 0,41 | 10.029 | -0,20 | ||||
| 2026-04-21 | 13F | Aull & Monroe Investment Management Corp | 2.409 | 239 | ||||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 15.434 | 0,65 | 1.532 | -0,13 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 2.174 | 0,00 | 216 | -0,92 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 5.953 | 1,59 | 591 | 0,85 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | CAP Partners, LLC | 35.986 | 9,23 | 3.572 | 8,57 | ||||
| 2026-05-15 | 13F | Parallax Volatility Advisers, L.P. | 43.651 | 0,00 | 4.333 | -0,60 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 6.759 | -96,63 | 673 | -96,64 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 45.215 | 0,00 | 4.488 | -0,62 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 203.057 | 20.157 | ||||||
| 2026-04-10 | 13F | Boston Research & Management Inc | 4.783 | 1,31 | 0 | |||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 92.343 | -5,38 | 9.167 | -5,96 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 41.137 | -5,97 | 4.084 | -6,55 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 12.471 | -67,15 | 1.238 | -67,37 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 3.603 | 0,00 | 358 | -0,56 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 127.598 | 1,53 | 12.667 | 0,91 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 13.832 | -0,84 | 1.373 | -1,44 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 4.224 | -76,38 | 419 | -76,54 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 28.482 | 5,14 | 2.827 | 4,51 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21.469 | 12,38 | 2.131 | 11,69 | ||||
| 2026-05-15 | 13F | Passaic Partners LLC | 346.733 | 34.420 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 126 | 13 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 4.127 | 35,53 | 409 | 34,21 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 7.662 | -10,20 | 761 | -10,80 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 2.940 | 0,00 | 292 | -0,68 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 6.500 | 0,00 | 643 | -0,92 | ||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 589.149 | 0,81 | 58.485 | 0,20 | ||||
| 2026-05-12 | 13F | Gouws Capital LLC | 4.000 | 0,00 | 397 | -0,50 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 7.905 | 1,40 | 785 | 0,77 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 13.748.217 | 13,99 | 1.364.774 | 13,30 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 3.674 | 0,00 | 365 | -0,55 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 7.688 | 12,28 | 763 | 11,71 | ||||
| 2026-05-01 | 13F | United Bank | 5.793 | 0,00 | 575 | -0,52 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 17.056 | -5,38 | 1.693 | -5,94 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 21.439 | -1,33 | 2.128 | -1,94 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 58 | 0,00 | 6 | 0,00 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 7.055 | -20,22 | 700 | -20,72 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 45.751 | 5 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 291.732 | 1,57 | 28.960 | 0,96 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 192.866 | 159,02 | 19.145 | 157,46 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 160.804 | 16,59 | 15.963 | 15,88 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 41.197 | -18,91 | 4.090 | -19,41 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 23.703 | 27,10 | 2.353 | 26,32 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 14.900 | -0,93 | 1.479 | -1,53 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2.686 | 33,76 | 267 | 33,00 | ||||
| 2026-04-21 | 13F | Curat Global, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 150.961 | 5,80 | 14.986 | 5,15 | ||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 3.385 | -1,46 | 336 | -2,04 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 34.253 | -14,10 | 3.400 | -14,62 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 22.836 | 35,47 | 2.267 | 34,64 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 34.624 | 6,32 | 3.437 | 5,69 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 2.404 | -0,12 | 239 | -0,83 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 250.944 | 43,55 | 24.911 | 42,33 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 11.605 | 1.152 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 86.786 | 517,96 | 8.615 | 514,48 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 48.525 | 42,91 | 4.817 | 42,05 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 30.488 | -2,61 | 3.027 | -3,20 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 220 | 0,00 | 22 | 0,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 787.731 | 8,73 | 78 | 8,33 | ||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 13.463 | -0,46 | 1.332 | -1,55 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 321.837 | 2,54 | 31.949 | 1,92 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 193.857 | 12,70 | 19.244 | 12,01 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 948.439 | 12,59 | 94.152 | 11,90 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 3.336 | 0,66 | 331 | 0,00 | ||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 149.700 | 14.861 | ||||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 5.582 | -0,04 | 554 | -0,54 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 50.809 | 8,90 | 5.044 | 8,24 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 321.111 | 5,01 | 31.877 | 4,37 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 61.125 | 6,13 | 6.068 | 5,48 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 2.052 | -31,62 | 204 | -32,11 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 210.411 | -1,34 | 20.887 | -1,94 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 8.400 | 834 | ||||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 38.303 | 4,44 | 3.802 | 3,82 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 735 | 73 | ||||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 24.200 | 10,48 | 1.888 | 13,06 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 131.526 | 11,00 | 13.057 | 10,32 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 488.227 | 4,00 | 48.466 | 3,36 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 1.595 | 2,90 | 158 | 2,60 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 558.142 | 7,71 | 55.407 | 7,05 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 2.007 | -0,40 | 199 | -1,00 | ||||
| 2026-05-01 | 13F | American Trust | 3.917 | -16,66 | 389 | -17,27 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 3.050 | -12,76 | 303 | -13,47 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 6.284 | -19,77 | 624 | -20,33 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 2.028 | -2,36 | 0 | |||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 1.018 | -34,62 | 101 | -34,84 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 13.212 | 171,57 | 1.312 | 170,31 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3.686 | 67,93 | 366 | 66,67 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 4.615 | 59,52 | 458 | 59,03 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 9.874 | 29,84 | 980 | 28,99 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 2.868 | -3,34 | 0 | |||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1.251 | 188,25 | 124 | 188,37 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 26.208 | -20,34 | 2.602 | -20,85 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 8.101 | 0,00 | 804 | -0,62 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 14 | 0,00 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 2.908 | 0,00 | 289 | -0,69 | ||||
| 2026-05-05 | 13F | Strategic Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 620.617 | 5,77 | 61.609 | 5,12 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 18.606 | -2,77 | 1.961 | 2,35 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 285.179 | 4,51 | 28.310 | 3,87 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 12.085 | 7,46 | 1.200 | 6,77 | ||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 4.166 | 0,12 | 414 | -0,48 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 22.369 | -7,76 | 2.221 | -8,34 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 300 | 0,00 | 30 | 0,00 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 3.000 | 0,00 | 298 | -0,67 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 3.591 | -2,55 | 356 | -3,26 | ||||
| 2026-05-06 | 13F | Heartland Advisors Inc | 53.327 | 39,39 | 5.294 | 38,52 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 9.398 | -1,62 | 933 | -2,20 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 7.316 | -66,30 | 729 | -66,45 | ||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 47.617 | 0,00 | 4.727 | -0,61 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 2.581 | 24,03 | 256 | 23,67 | ||||
| 2026-05-12 | 13F | Palumbo Wealth Management LLC | 5.734 | 0,00 | 569 | -0,52 | ||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 13.469.227 | 2,18 | 1.337 | 1,60 | ||||
| 2026-04-29 | 13F | Ak Global Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 141.385 | -2,23 | 14.035 | -2,82 | ||||
| 2026-05-11 | 13F | Inspire Trust Co, N.a. | 4.486 | 0,00 | 445 | -0,67 | ||||
| 2026-01-26 | 13F | Old Point Trust & Financial Services N A | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 1.192 | 0,68 | 118 | 0,00 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 21.541 | -18,61 | 2.138 | -19,11 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 418.434 | 6,11 | 42 | 5,13 | ||||
| 2026-05-15 | 13F | Markin Asset Management, LP | 294.385 | 116,85 | 29.224 | 115,52 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 119.100 | 11.823 | ||||||
| 2026-04-09 | 13F | Dorato Capital Management | 748 | 0,00 | 74 | -1,33 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 10.172 | 0,98 | 1.010 | 0,30 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 2.213 | 0,00 | 220 | -0,90 | ||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 7.752 | 2,80 | 770 | 2,12 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 14.196 | -1,16 | 1.409 | -1,74 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2.792 | 10,27 | 277 | 9,92 | ||||
| 2026-05-15 | 13F | Intrepid Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1.553 | 6,44 | 154 | 6,21 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 1.668.749 | 29,46 | 165.657 | 28,67 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 3.044 | 0,00 | 302 | -0,66 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 139 | 14 | ||||||
| 2026-05-13 | 13F | Laffer Investments | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 15.471 | -22,49 | 1.536 | -22,98 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 43.147 | -7,81 | 4.289 | -8,26 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3.057.730 | -60,63 | 303.541 | -60,87 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 3.752 | 8,38 | 372 | 7,83 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 620.277 | 3,20 | 61.575 | 2,57 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | MTC Wealth Management LLC | 449.187 | 8,90 | 44.591 | 8,24 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 6.118 | 96,66 | 607 | 97,08 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2.729.403 | 0,64 | 270.948 | 0,03 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 24.322 | 7,28 | 2.414 | 6,63 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 9.208 | -0,42 | 920 | -0,86 | ||||
| 2026-05-07 | 13F | Beta Wealth Group, Inc. | 6.046 | 1,00 | 600 | 0,50 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 27.862 | -11,59 | 2.766 | -12,14 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 2.389 | 2,62 | 237 | 2,16 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 2.581 | 256 | ||||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 60.608 | 40,44 | 6.017 | 39,58 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 6.818 | 28,64 | 677 | 27,79 | ||||
| 2026-05-14 | 13F | Bakala Capital Management LLC | 16.795 | 0,64 | 1.667 | 0,06 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 391.936 | 16,52 | 38.907 | 15,81 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 1.496 | 0,00 | 148 | -0,67 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 9.372 | 6,58 | 930 | 5,92 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 7.556 | -4,64 | 750 | -5,18 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 379.390 | 11,18 | 37.662 | 10,50 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 3.630 | 0,00 | 360 | -0,55 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 58.384 | 0,29 | 5.796 | -0,33 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 28.882 | 208,04 | 2.867 | 206,30 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 4.778 | -7,60 | 474 | -8,14 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 2.801 | 15,60 | 278 | 14,88 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 2.384 | -6,40 | 237 | -7,09 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 506.437 | -34,93 | 50.274 | -35,33 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 28 | 0,00 | 3 | 0,00 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 147.842 | 1,00 | 14.676 | 0,38 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.013.080 | -11,19 | 199.839 | -11,73 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 141.303 | 4,26 | 14.027 | 3,63 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 394.329 | 37,36 | 39.145 | 36,53 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 11.834 | 0,00 | 1 | 0,00 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Collier Financial | 384 | 0,79 | 38 | 0,00 | ||||
| 2026-04-23 | 13F | Bell Bank | 656.447 | 6,50 | 65.165 | 5,85 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 261.673 | 2,44 | 26.136 | 2,06 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 2.217 | -2,81 | 220 | -3,08 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 62.143 | 0,00 | 6.155 | -0,97 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.732 | 4.230,00 | 172 | 5.600,00 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Carolina Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | BWM Planning, LLC | 7.845 | 0,00 | 779 | -0,64 | ||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 42.755 | 0,00 | 4.244 | -0,61 | ||||
| 2026-05-15 | 13F | Brasada Capital Management, Lp | 6.171 | -17,71 | 611 | -18,32 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 771 | 8,59 | 0 | |||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 30.531 | -16,86 | 3.031 | -17,37 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 100.110 | 4,67 | 9.938 | 4,03 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 52.656 | 29,33 | 5.213 | 28,18 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 3.059 | 0,03 | 304 | -0,66 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 145.705 | 7,51 | 14.464 | 6,86 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 22.021 | -2,11 | 2.186 | -2,67 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 2.900 | -20,68 | 288 | -21,37 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 2.614 | 50,32 | 259 | 49,71 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 27.057 | 3,02 | 2.686 | 2,36 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 7.966 | -14,17 | 791 | -14,78 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 2.787 | -5,40 | 277 | -6,12 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 25.418 | 0,48 | 2.523 | -0,12 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 6.521 | -26,88 | 647 | -27,30 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 6.347 | -33,69 | 630 | -34,03 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 898.297 | 97,09 | 89.174 | 95,89 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 12.000 | -6,25 | 1.191 | -6,81 | ||||
| 2026-04-16 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 28.730 | 4,45 | 2.852 | 3,82 | ||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 23.255 | 0,19 | 2.309 | -0,43 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 76.250 | -5,83 | 7.569 | -6,41 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 120.280 | 1,04 | 11.940 | 0,42 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 2.280 | -2,98 | 225 | -5,08 | ||||
| 2026-05-14 | 13F | Main Management LLC | 108.682 | 43,42 | 11 | 42,86 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 2.117 | 0,00 | 210 | -0,47 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 48.198 | 0,38 | 4.785 | -0,23 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 281.821 | -0,66 | 27.976 | -1,27 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 1.700.375 | 168.796 | ||||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 9.316 | -0,42 | 925 | -1,07 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 60.458 | 2.903,38 | 6.002 | 2.885,57 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 2.967 | 12,73 | 295 | 12,21 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 49.321 | 18,10 | 4.896 | 17,38 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 2.260 | 1,39 | 224 | 0,90 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 2.113 | -34,64 | 210 | -35,09 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 3.795 | 0,00 | 377 | -0,79 | ||||
| 2026-05-07 | 13F | Nordwand Advisors, LLC | 7.253 | 0,37 | 720 | -0,14 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 2.062 | 205 | ||||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 651.758 | 7,69 | 64.700 | 7,03 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 11.280 | -34,24 | 1.120 | -34,68 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 4.860 | -5,47 | 482 | -6,04 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 6.124 | 0,00 | 608 | -0,65 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 7.755 | 770 | ||||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 5.855 | 0,88 | 581 | 0,35 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 18.253 | -3,62 | 1.812 | -4,23 | ||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 6.288 | 58,55 | 624 | 57,58 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 194 | 0,00 | 19 | 0,00 | ||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 13.465 | 0,97 | 1.337 | 0,38 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 2.418 | -21,85 | 240 | -22,33 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 176.846 | 501,50 | 17.555 | 497,92 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 1.353.980 | 0,18 | 134.410 | -0,44 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 11.964 | -81,29 | 1.188 | -81,41 | ||||
| 2026-04-29 | 13F | Es4, Llc | 154.657 | 0,64 | 15.353 | 0,03 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 7.319.250 | -2,49 | 726.583 | -3,09 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 141 | 0,00 | 14 | -7,14 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 8.203 | 6,04 | 814 | 5,44 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 33.467 | 14,57 | 3.322 | 13,88 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 5.912 | 49,67 | 587 | 48,73 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 11.524 | 150,79 | 1.144 | 149,56 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.658 | 236,46 | 264 | 237,18 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 5.692 | 0,00 | 1 | |||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 2.016 | -2,70 | 200 | -3,38 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 101.121 | 1,75 | 10.038 | 1,14 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 24.077 | 0,00 | 2.390 | -0,58 | ||||
| 2026-05-05 | 13F | PFG Advisors | 116.397 | -1,05 | 11.555 | -1,65 | ||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 2.572 | -83,15 | 255 | -83,27 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 3.250 | 0,00 | 323 | -0,62 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 29.407 | 2,24 | 2.919 | 1,64 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 52.943 | 0,11 | 5.256 | -0,51 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 22.853 | 0,47 | 2.269 | -0,13 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 59.742 | 101,59 | 5.931 | 100,41 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 19.523 | 2,36 | 1.933 | 1,42 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 71.100 | -0,19 | 7.058 | -0,79 | ||||
| 2026-05-11 | 13F | Gr Financial Group, Llc | 3.543 | 0,62 | 352 | 0,00 | ||||
| 2026-04-28 | 13F | Topor & Co. Korea | 27.373 | -22,57 | 2.717 | -23,05 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 4.352 | 2,23 | 432 | 1,41 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 8.937 | 15,11 | 893 | 12,91 | ||||
| 2026-05-20 | 13F | SHUTTLEWORTH & Co | 20.421 | 59,74 | 2.027 | 58,86 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 26.570 | 10,47 | 2.638 | 9,78 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 2.878 | 0,35 | 286 | -0,35 | ||||
| 2026-02-06 | 13F | Investment House Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 613.783 | 112,41 | 60.930 | 111,12 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 2.588 | 0,04 | 257 | -0,78 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 788 | 0,00 | 78 | 0,00 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 943.173 | 4,20 | 93.629 | 3,57 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 24.420 | -0,68 | 2.424 | -1,26 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 102.613 | -10,98 | 10.186 | -11,53 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 11.130 | 29,89 | 1.105 | 29,12 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 4.480 | -14,34 | 445 | -14,94 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 66.765 | -5,79 | 6.628 | -6,37 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 54.321 | 4,78 | 5.392 | 4,13 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 57.614 | 0,82 | 5.719 | 0,21 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 13.589 | 0,19 | 1.349 | -0,44 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 157.233 | 15,01 | 15.609 | 14,31 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 23.193 | 4,10 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Qp Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 2.726 | -0,29 | 271 | -1,10 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 79 | 8 | ||||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 427.728 | -2,64 | 42.461 | -3,24 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 259 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 235.405 | -0,34 | 23.369 | -0,95 | ||||
| 2026-05-06 | 13F | Kitching Partners, Llc | 7.617 | 0,65 | 756 | 0,13 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 22.889 | 4,39 | 2.272 | 3,79 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 8.120 | -17,80 | 806 | -18,26 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3.751.130 | -5,79 | 372.375 | -6,36 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 945 | 11,83 | 94 | 10,71 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 6.257 | 0,00 | 621 | -0,48 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 661.534 | 3,65 | 66 | 3,17 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 40.224 | 63,15 | 3.993 | 62,19 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 14.285 | -19,18 | 1.418 | -19,66 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 69.618 | 1,32 | 6.911 | 0,71 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 15.844 | -15,64 | 1.573 | -16,16 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 22.235 | 379,51 | 2.207 | 376,67 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 13.647 | 0,00 | 1.355 | -0,66 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 6.458 | 20,22 | 645 | 19,89 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 174.152 | 5,44 | 17.288 | 4,79 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 140 | 14 | ||||||
| 2026-04-23 | 13F | American National Bank | 28.749 | -2,42 | 2.854 | -3,03 | ||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 23.009 | -18,94 | 2.284 | -19,41 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 183.207 | -5,81 | 18.187 | -6,39 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 91.317 | 1.200,26 | 9.065 | 1.193,15 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 5.654 | 32,10 | 561 | 31,38 | ||||
| 2026-05-08 | 13F | Bokf, Na | 569.092 | 6,82 | 56.494 | 6,16 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 224.361 | 16,02 | 22.272 | 15,31 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 28.210 | -44,64 | 3 | -60,00 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 71.580 | 5,88 | 7.149 | 6,61 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | Put | 3.600 | 0,00 | 357 | -0,56 | |||
| 2026-04-02 | 13F | Horizons Wealth Management | 13.494 | -0,56 | 1.340 | -1,18 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 35.741 | 32,88 | 3.548 | 32,09 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 326 | -9,94 | 32 | -11,11 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 269.206 | 20,22 | 26.651 | 19,16 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 91.409 | -24,86 | 9.074 | -25,32 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 86.390 | -16,18 | 8.576 | -16,69 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 12.390 | 2,87 | 1.230 | 2,25 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 180 | -5,26 | 18 | -5,56 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 12.392 | -0,13 | 1.230 | -0,73 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 76.655 | 3,74 | 7.612 | 3,12 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 1.807.317 | 18,53 | 179.412 | 17,80 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 24.449 | 4,88 | 2.427 | 3,94 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 67.872 | -2,24 | 6.738 | -2,84 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 13.878.686 | -1,47 | 1.377.737 | -2,07 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 57.363 | 57,37 | 5.694 | 56,43 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 2.554 | -12,86 | 255 | -12,97 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 4.179 | 0,22 | 0 | |||||
| 2026-05-07 | 13F | NWK Group, Inc. | 7.914 | -0,11 | 786 | -0,76 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 2.194 | 0,18 | 218 | -0,46 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 24.142 | -0,23 | 2.397 | -0,83 | ||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 154.284 | -10,30 | 15.316 | -10,85 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 271.133 | -24,76 | 26.915 | -25,22 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 42.580 | 11,50 | 4.227 | 10,80 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 2.325 | 12,65 | 232 | 12,14 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1.057 | 0,19 | 105 | 0,00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.987.106 | 41,36 | 197 | 40,71 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | 10Elms LLP | 2.275 | 226 | ||||||
| 2026-05-27 | 13F | Tenret Co LLC | 2.990 | 0,00 | 297 | -0,67 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 952.311 | 2,03 | 94.536 | 1,40 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 104.623 | 13,78 | 10.386 | 13,08 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 94.726 | -10,04 | 9.403 | -10,59 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 22.794 | 11,70 | 2.263 | 10,99 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 35.814 | -1,77 | 3.555 | -2,36 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 7.521 | -95,09 | 751 | -95,11 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 5.200 | 0,00 | 516 | -0,58 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 6.079 | 106,00 | 603 | 105,10 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 3.679.473 | -24,99 | 365.261 | -25,45 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 8.115 | -30,88 | 806 | -31,31 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 451 | 45 | ||||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 10.239 | 0,64 | 1.016 | 0,00 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 267.352 | 8,84 | 26.540 | 8,18 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 130.590 | 6,48 | 12.964 | 5,83 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 2.437 | -0,16 | 242 | -0,82 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 3.137 | -28,75 | 311 | -29,16 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 10.168 | 47,32 | 1.009 | 46,44 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 13.920 | 13,84 | 1.382 | 13,10 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 13.090 | 1.299 | ||||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 212.801 | 3,40 | 21.125 | 2,76 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 11.224 | 1,08 | 1.114 | 0,45 | ||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 39.043 | 4,76 | 3.876 | 4,11 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 375.840 | -12,41 | 37.310 | -12,95 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 13.852 | 39,09 | 1.375 | 38,33 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 33.008 | 4,35 | 3.277 | 3,70 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 4.604 | 43,25 | 457 | 42,37 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 4.460 | -33,78 | 443 | -34,23 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 131.987 | -8,39 | 13.072 | -9,38 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 137.740 | -8,45 | 13.673 | -9,00 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 36.831 | -1,50 | 3.656 | -2,09 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 134.923 | 1,02 | 13.394 | 0,40 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 4.925 | -1,16 | 489 | -1,81 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 51.174 | 719,05 | 5.080 | 714,10 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 105.243 | 919,70 | 10.447 | 23,47 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.842.892 | 182.520 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 7.867 | 781 | -26,39 | |||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 357 | 35 | ||||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 286 | -21,21 | 28 | -22,22 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 15.534 | -12,93 | 1.542 | -13,42 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 483.698 | 8,66 | 48.017 | 7,99 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 22.285 | 8,51 | 2.212 | 7,85 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 72.759 | -4,26 | 7.223 | -4,85 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Kendall Capital Management | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 163.555 | 11,10 | 16.236 | 10,43 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 52.715 | 33,51 | 5.233 | 32,72 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 84 | 0,00 | 8 | 0,00 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 240.736 | 2,35 | 23.898 | 1,73 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 59.291 | 15,39 | 5.886 | 14,69 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Avondale Wealth Management | 11.568 | 0,03 | 1.148 | -0,52 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 42.191 | -8,39 | 4.188 | -9,55 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 50.406 | 1,94 | 5.004 | 1,32 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 3.716 | 0,00 | 369 | -0,81 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 2.571 | 0,00 | 255 | -0,39 | ||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 15.819 | 1,51 | 1.570 | 0,90 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 50.763 | 0,00 | 5.070 | 0,00 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 12.046 | 2,36 | 1.196 | 1,70 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 16.220 | -0,10 | 1.610 | -0,68 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 2.028 | 0,00 | 201 | -0,50 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 24.270 | -2,52 | 2.404 | -3,42 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 3.425 | 4,45 | 340 | 3,98 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 306.747 | 6,20 | 30.451 | 5,55 | ||||
| 2026-05-07 | 13F | Conway Capital Management, Inc. | 13.044 | 0,00 | 1.295 | -0,61 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 16.441 | -3,78 | 1.632 | -4,34 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 7.485 | 1,18 | 743 | 0,68 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 8.522 | 846 | ||||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 8.806 | 1,79 | 874 | 1,16 | ||||
| 2026-05-04 | 13F | Sentinel Wealth Management, Inc. | 16.522 | 0,05 | 1.640 | -0,55 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 102.760 | -4,34 | 10.201 | -4,93 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 131.879 | -46,57 | 13.092 | -46,89 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 10.680 | 76,56 | 1.063 | 75,54 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 30 | -99,49 | 3 | -99,66 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 239.690 | 45,47 | 23.794 | 44,58 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 3.550 | 0,00 | 352 | -0,56 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2.331 | 231 | ||||||
| 2026-04-30 | 13F | Petix & Botte Co | 1.687 | -53,53 | 335 | -7,46 | ||||
| 2026-05-07 | 13F | Mason Street Advisors, Llc | 3.049.263 | -1,87 | 302.700 | -2,46 | ||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 116.718 | 4,13 | 11.605 | 3,42 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 387.815 | 151,46 | 38.498 | 149,94 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 11.082 | -2,57 | 1.100 | -3,17 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 1.023 | 0,00 | 102 | -0,98 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 325 | 0,00 | 32 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6.649.043 | 12,72 | 660.051 | 12,03 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.144 | 12,08 | 214 | 12,04 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 2.956 | 1,55 | 293 | 1,03 | ||||
| 2026-04-09 | 13F | P/E Global LLC | 312.957 | -25,57 | 31.067 | -26,03 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17.229 | 1,31 | 1.710 | 0,71 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 51.418 | 18,33 | 5.104 | 17,55 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 85.793 | -2,56 | 8.517 | -3,15 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 331 | 0,00 | 33 | -3,03 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 332.953 | -4,95 | 33.052 | -5,53 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.016 | -91,48 | 101 | -91,60 | ||||
| 2026-05-13 | 13F | United Services Automobile Association | 6.726.030 | -22,93 | 667.693 | -23,40 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 8.609 | 0,63 | 855 | 0,00 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 20.622 | -1,66 | 2.047 | -2,24 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 618 | -17,60 | 61 | -17,57 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 102.028 | 7,67 | 10.163 | 7,14 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 5.192 | 0,04 | 515 | |||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 2.855 | 1,17 | 282 | 1,08 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 18.775 | 0,00 | 1.864 | -0,64 | ||||
| 2026-05-15 | 13F | Point Nemo Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | BancorpSouth Bank | 5.952 | 10,90 | 594 | 10,41 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 2.690 | 16,91 | 267 | 16,16 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 92.860 | 0,89 | 9.218 | 0,27 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.709 | 0,04 | 269 | -0,74 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 712.901 | 5,73 | 70.770 | 5,08 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 3.031 | 0,10 | 301 | -0,66 | ||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 39.183 | 362,77 | 3.890 | 360,24 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 3.660 | 1,69 | 363 | 1,11 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 5.601 | 556 | ||||||
| 2026-05-15 | 13F | Bedell Frazier Investment Counseling, LLC | 58.352 | 11,22 | 5.793 | 10,53 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 494.966 | 0,61 | 49.135 | -0,01 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 27.830 | -23,91 | 2.763 | -24,39 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 15.993 | 5,91 | 1.588 | 5,24 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 291.946 | 11,41 | 28.982 | 10,73 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 9.746 | 3,70 | 967 | 3,09 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 413 | -2,82 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3.623.752 | 8,01 | 361.940 | 7,61 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 63.849 | 38,10 | 6.338 | 37,28 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 2.995 | 297 | ||||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 3.042 | 0,00 | 302 | -0,66 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 39.348.759 | 8,52 | 3.906.151 | 7,86 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1.044 | 0,00 | 104 | -0,96 | ||||
| 2026-05-18 | 13F | South Dakota Investment Council | 3.272.335 | 15,99 | 325 | 15,30 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 35.956 | -0,32 | 3.591 | -0,69 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 80.375 | 0,49 | 7.979 | -0,13 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 5.973 | -1,82 | 593 | -2,47 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 23.541 | 7,16 | 2.337 | 6,47 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 36.875 | 55,81 | 3.661 | 54,89 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 5.168 | 513 | ||||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 8 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 163.511 | 1.190,43 | 16.230 | 1.183,00 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1.259 | 0,00 | 125 | -0,80 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 752.320 | 1,95 | 74.683 | 1,32 | ||||
| 2026-04-24 | 13F | Mann Financial Group, Inc. | 134.838 | -2,07 | 13.385 | -2,66 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 59.149 | -4,73 | 5.872 | -5,32 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 700 | 69 | ||||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 10.429 | -51,82 | 1.035 | -52,13 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 6.374 | -10,67 | 633 | -11,24 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 2 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 176.054 | -9,58 | 17.477 | -10,14 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 4.251 | -1,78 | 422 | -2,31 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 7.105 | -3,84 | 705 | -4,47 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 24.359 | 120,80 | 2.418 | 119,62 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 17.849 | 83,99 | 1.767 | 82,54 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 18.848 | -2,58 | 1.871 | -3,16 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 148.895 | 28,70 | 14.781 | 27,92 | ||||
| 2026-05-18 | 13F | Systematic Alpha Investments, LLC | 72.000 | 0,00 | 7.147 | -0,61 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 22.065 | 0,00 | 2.190 | -0,59 | ||||
| 2026-05-06 | 13F | Palladiem, Llc | 74.479 | 0,95 | 7.406 | 0,30 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.563 | 155 | ||||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 10.340 | 0,00 | 1.026 | -0,58 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 18.956 | 19,63 | 1.893 | 19,60 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 9.448 | 0,52 | 938 | -0,11 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 11.607 | -16,78 | 1.152 | -17,30 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 468.618 | 15,47 | 46.520 | 14,76 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 2.815 | 0,00 | 279 | -0,71 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 2.604 | 10,15 | 258 | 9,32 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 10.523 | 1,91 | ||||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 22.050 | -4,67 | 2.189 | -5,28 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 20.611 | 2,24 | 2.046 | 1,64 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 29.035 | -0,64 | 2.882 | -1,23 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 7.637 | -12,59 | 756 | -13,30 | ||||
| 2026-05-13 | 13F | Alamar Capital Management, LLC | 74.293 | -0,26 | 7.375 | -0,86 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 3.395 | 3,44 | 337 | 3,06 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 44.860 | 9,45 | 4.453 | 8,80 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 107.007 | 87,00 | 10.623 | 85,86 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 72.010 | 370,87 | 7 | 600,00 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 524.169 | 6,38 | 52.034 | 5,74 | ||||
| 2026-05-05 | 13F | Prairieview Wealth Partners, Llc | 149.286 | 4,26 | 14.820 | 3,62 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 11.147 | -1,62 | 1.107 | -2,21 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 3.527 | -0,59 | 350 | -1,13 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 45.587 | -48,36 | 4.515 | -48,81 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 162 | -2,41 | 16 | 0,00 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 11.546 | 51,72 | 1.146 | 50,79 | ||||
| 2026-05-15 | 13F | Moneda S.A. Administradora General de Fondos | 42.523 | -22,33 | 4.221 | -22,81 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 117.091 | 14,24 | 11.695 | 13,82 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 239 | 0,42 | 24 | 0,00 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 13.409 | 37,54 | 1.331 | 36,79 | ||||
| 2026-04-14 | 13F | BayBridge Capital Group, LLC | 260.844 | 0,00 | 26.053 | 0,00 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 9.440 | 6,35 | 937 | 5,76 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 25.640 | -0,44 | 2.545 | -1,05 | ||||
| 2026-02-02 | 13F | McHugh Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1.896.989 | 2,55 | 188.314 | 1,93 | ||||
| 2026-05-12 | 13F | LeConte Wealth Management, LLC | 107.788 | 7,66 | 10.700 | 7,00 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 16 | -96,20 | 2 | -97,62 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 43.732 | -1,97 | 4.341 | -2,80 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 200 | 20 | ||||||
| 2026-04-29 | 13F | Presper Financial Architects, LLC | 14.550 | -2,47 | 1.444 | -3,09 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 30.038 | 2,97 | 2.982 | 2,33 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 6.148 | -52,76 | 615 | -52,80 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 6.621 | -0,09 | 657 | -0,61 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 38 | 4 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 58.137 | -13,72 | 5.771 | -14,24 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 60.871 | 3,30 | 6.062 | 1,88 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 675.703 | 17,01 | 67.077 | 16,29 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 3.764 | 22,69 | 374 | 21,90 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 42.242 | 6,53 | 4.193 | 5,88 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 258.984 | 19,27 | 25.709 | 18,54 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 367 | 64,57 | 36 | 63,64 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 2.698 | -1,53 | 268 | -2,20 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 49.933 | 379,07 | 4.957 | 376,08 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 465.781 | 0,90 | 46.238 | 0,28 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 59 | 0,00 | 6 | 0,00 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 7.054 | -12,00 | 700 | -50,28 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 75.246 | -26,56 | 7.470 | -27,02 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 112.583 | -0,05 | 11.176 | -0,65 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Pearl Planning LLC | 7.427 | -2,33 | 737 | -2,90 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 69.449 | -2,98 | 6.894 | -3,57 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 25.223 | -0,85 | 2.501 | -1,61 | ||||
| 2026-04-14 | 13F | Davies Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Promethium Advisors,llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 5.609 | -30,18 | 557 | -30,67 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 266.933 | 7,08 | 26.498 | 6,43 | ||||
| 2026-04-15 | 13F | City Holding Co | 1.085 | -26,29 | 108 | -27,21 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 2.096 | -46,33 | 208 | -46,53 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 26.505 | 0,05 | 2.631 | -0,57 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 98.565 | 18,01 | 9.785 | 17,29 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1.290 | 0,00 | 128 | 0,00 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 2.402 | 238 | ||||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 23.807 | -1,04 | 2.363 | -1,62 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 1.033 | 0,00 | 103 | -0,97 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 2.161 | 214 | ||||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 5.829 | -31,38 | 579 | -31,84 | ||||
| 2026-04-10 | 13F | Novem Group | 2.097 | -26,96 | 208 | -27,27 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 685.904 | 6,36 | 68.090 | 5,71 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 3.078 | -1,54 | 306 | -2,24 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 15.252.353 | -1,14 | 1.514.101 | -1,74 | ||||
| 2026-05-05 | 13F | Factory Mutual Insurance Co | 1.822.924 | -55,50 | 180.962 | -55,77 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 104 | -98,40 | 10 | -98,46 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 130 | -0,77 | ||||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 82.375 | 4,38 | 8.177 | 3,74 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 59.613 | 53,15 | 5.918 | 52,23 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 202 | 0,50 | 20 | 0,00 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 7.077 | -1,57 | 704 | -2,36 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 5.741 | -5,56 | 570 | -6,26 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 82.773 | -9,50 | 8.217 | -10,06 | ||||
| 2026-05-06 | 13F | Postrock Partners Llc | 6.784 | 0,00 | 673 | -0,59 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 609.491 | -1,19 | 60.504 | -1,79 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 92.182 | 5,02 | 9.151 | 4,38 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 7.722 | -20,91 | 767 | -21,44 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 356.797 | 0,57 | 35.419 | -0,05 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 2.653 | 0,11 | 263 | -0,38 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 73.633 | 4,37 | 7.310 | 3,73 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 16.532 | 48,71 | 1.641 | 47,84 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 12.423 | 8,20 | 1.233 | 7,59 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 11.183 | 50,19 | 1.110 | 49,39 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 209.147 | -4,89 | 20.762 | -5,46 | ||||
| 2026-01-23 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 14.786 | 19,23 | 1.468 | 18,50 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 29.782 | 18,35 | 2.956 | 17,63 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3.190.653 | 14,75 | 316.736 | 14,05 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 3.474 | -1,70 | 345 | -2,27 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 11.733 | 1.165 | ||||||
| 2026-05-07 | 13F | Little House Capital Llc | 60.849 | 28,80 | 6.040 | 28,02 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 20.485 | 3,95 | 2.034 | 3,30 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 18.713 | -9,31 | 1.858 | -9,85 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 33.335 | -40,71 | 3.309 | -41,07 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 805 | 0,00 | 80 | -1,25 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 37.889 | -21,22 | 3.761 | -21,69 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 2.603.789 | -7,10 | 258.478 | -7,89 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1.148.966 | -3,54 | 113.972 | -4,20 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 22.186 | 1,90 | 2.202 | 1,29 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 1.316.830 | 3,35 | 130.722 | 2,71 | ||||
| 2026-05-04 | 13F | King Wealth | 11.778 | -2,22 | 1 | 0,00 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 705.761 | 1,62 | 70.061 | 1,00 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 3.282 | -10,98 | 326 | -11,68 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 27.075 | -5,41 | 2.688 | -5,98 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 48.920 | -80,55 | 4.856 | -80,67 | ||||
| 2026-05-15 | 13F | Brookmont Capital Management | 11.135 | 7,54 | 1.105 | 6,87 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 608.432 | 3,82 | 60.399 | 3,19 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 10.646 | 1,02 | 1.057 | 0,38 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 276 | 48,39 | 27 | 50,00 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 533.881 | 20,89 | 52.998 | 20,15 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 50.005 | 18,92 | 4.964 | 18,19 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 6.686 | 7,03 | 1 | |||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 12.462 | 3,10 | 1.237 | 2,49 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 77.232 | -1,39 | 7.667 | -1,99 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 4.594 | -0,54 | 456 | -1,08 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 34.507 | -5,41 | 3.426 | -5,98 | ||||
| 2026-05-08 | 13F | Sprott Inc. | 5.320 | 5,10 | 528 | 4,55 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 14.342 | 67,98 | 1.424 | 67,02 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 63.453 | 4,06 | 6.299 | 3,42 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 44.575.170 | 23,90 | 4.424.930 | 23,14 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 23.145 | -1,62 | 2.298 | -2,21 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 15.054 | 65,36 | 1.494 | 64,36 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 800.123 | 79.428 | ||||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 3.977 | -0,80 | 395 | -1,50 | ||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 92.036 | -26,05 | 9.136 | -26,50 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 32.522 | -6,24 | 3.228 | -6,81 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 67.029 | 20,93 | 6.654 | 20,20 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 168.131 | -0,37 | 16.690 | -1,23 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 1.993 | 8,20 | 198 | 7,65 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 23.529 | 26,59 | 2 | 100,00 | ||||
| 2026-04-27 | 13F | Simplify Asset Management Inc. | 4.100.066 | 46,42 | 407.014 | 45,53 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 6.570.711 | -2,87 | 652.274 | -3,47 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 83.040 | -1,37 | 8 | 0,00 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3.285 | -1,20 | 0 | |||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 11.949 | 0,58 | 1.186 | 0,00 | ||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 30.101 | -1,39 | 2.988 | -1,97 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 6.568 | 148,60 | 652 | 147,91 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 21.131 | 1,95 | 2.098 | 1,30 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 117.871 | 10,35 | 11.701 | 9,67 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Keenan, LLC | 24.702 | 3,44 | 2.478 | 3,86 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 3.026 | -5,76 | 300 | -6,25 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 8.870 | -43,75 | 881 | -44,13 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2.346 | -4,13 | 233 | -4,92 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 9.955 | 2,39 | 988 | 1,75 | ||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 135.192 | 1,61 | 13.421 | 0,99 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 7.296 | 9,85 | 724 | 9,20 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 211.042 | 10,60 | 20.950 | 9,93 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Brendel Financial Advisors LLC | 52.823 | 452,83 | 5.244 | 449,58 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 29.500 | -0,17 | 2.928 | -0,78 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 63.087 | 1.227,59 | 6.263 | 1.221,10 | ||||
| 2026-05-01 | 13F | Avion Wealth | 10.006 | -1,74 | 1 | -100,00 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 203.265 | -13,43 | 20.178 | -13,96 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 3 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 2.608 | -1,70 | 259 | -2,64 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 396.967 | -25,42 | 39.407 | -25,87 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 10.659 | 0,06 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 4.639 | 461 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 2.190 | -0,50 | 217 | -1,36 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 54.309 | -0,69 | 5.391 | -1,30 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 480.838 | 5,93 | 47.733 | 5,28 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 2.066 | 0,00 | 205 | -0,49 | ||||
| 2026-04-30 | 13F | Capstone Capital Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 14.115.260 | -1,91 | 1.401.222 | -2,51 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 393.707 | 136,63 | 39.083 | 135,18 | ||||
| 2026-05-12 | 13F | CBM Financial, LLC | 67.714 | 3,57 | 6.761 | 2,52 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 337.233 | 17,64 | 33.477 | 16,93 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 3.851 | -0,72 | 381 | -1,55 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 4.544 | 5,33 | 451 | 4,88 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 10.052 | 41,78 | 998 | 40,82 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 25 | 0,00 | 2 | 0,00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 45.647 | 7,34 | 4.531 | 6,69 | ||||
| 2026-04-24 | 13F | Center for Wealth Management Advisory | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 16.693 | 0,00 | 1.667 | 0,00 | ||||
| 2026-04-08 | 13F | FOCUS Wealth Advisors, LLC | 12.595 | 0,00 | 1.250 | -0,56 | ||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 54.258 | 7,07 | 5.386 | 6,42 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 990.271 | 49,16 | 98.304 | 47,83 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 21.329 | 9,95 | 2.117 | 9,29 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 2.270 | -16,73 | 225 | -17,28 | ||||
| 2026-05-15 | 13F | ARGI Investment Services, LLC | 121.370 | -25,85 | 12.048 | -26,31 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 327.394 | 4,21 | 32.500 | 3,58 | ||||
| 2026-05-14 | 13F | Prudential Plc | 8.860 | 343,00 | 880 | 341,71 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 10.430 | 19,32 | 1.035 | 18,56 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 272.190 | -3,55 | 26.976 | -4,29 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 1.963 | -31,07 | 195 | -31,69 | ||||
| 2026-04-21 | 13F | WealthNavi Inc. | 11.513.352 | 3,17 | 1.143 | 2,51 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 407.435 | 1,63 | 40.446 | 1,01 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 4.977 | -0,84 | 494 | -1,40 | ||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 177.300 | 17.601 | ||||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 311.757 | 8,91 | 30.948 | 8,25 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 8.902.771 | 11,40 | 883.778 | 10,72 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 1.000 | 0,00 | 99 | 0,00 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 3.719 | 3,22 | 369 | 2,79 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | BankChampaign, National Association | 1.679 | 1.499,05 | 167 | -0,60 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 67.167 | -77,99 | 7 | -80,00 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 880 | 0 | ||||||
| 2026-05-11 | 13F | Wrapmanager Inc | 220.586 | 3,95 | 21.898 | 3,31 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 4.736 | 25,29 | 469 | 24,40 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 494.480 | 49,28 | 49.087 | 48,37 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.284.686 | 623.881 | ||||||
| 2026-04-23 | 13F | Premier Path Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 405.504 | 4,99 | 40.254 | 4,35 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 3.023 | 300 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 3.659 | -1,93 | 363 | -2,42 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 33.966 | 11,01 | 3.372 | 10,31 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 40 | 0,00 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 149.732 | 0,66 | 14.891 | 0,02 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 13.371 | 2,15 | 1.327 | 1,53 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 27.691 | 501,85 | 2.749 | 498,69 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 21.833 | 2 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 5.855 | 581 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 7.044 | -59,48 | 699 | -59,74 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 529.396 | 113,75 | 52.198 | 111,02 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 3.247 | 7,13 | 322 | 6,62 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11.913 | -1,46 | 1 | 0,00 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 58.034 | 4,67 | 5.761 | 4,05 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 10.200 | -48,22 | 1.013 | -48,55 | |||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 423.670 | -39,60 | 42.058 | -39,97 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 11.872 | -17,52 | 1.179 | -18,02 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 134.775 | 2,39 | 13.379 | 1,77 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 91.468 | 61,75 | 9.080 | 60,76 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 334 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 15.671 | -7,75 | 1.556 | -8,31 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 1.267 | 0,00 | 126 | -0,79 | ||||
| 2026-04-30 | 13F | Red Cedar Investment Management, Llc | 367.131 | 58,61 | 36.445 | 57,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 421.304 | 5,58 | 42.080 | 5,19 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 78.439 | 4,73 | 7.773 | 3,56 | ||||
| 2026-05-11 | 13F | Easterly Investment Partners Llc | 131.350 | 0,00 | 13.039 | -0,61 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 36.208 | 2,53 | 3.594 | 1,90 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 89.336 | 8.923 | ||||||
| 2026-05-11 | 13F | Partners in Financial Planning | 5.714 | 0,11 | 567 | -0,53 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 159.393 | -6,69 | 15.823 | -7,26 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 399.490 | 4,38 | 39.657 | 3,74 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 359.703 | 56,05 | 35.708 | 55,09 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Key FInancial Inc | 3.188 | 0,00 | 317 | -0,63 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 76.693 | 2,11 | 7.613 | 1,49 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 2.689 | 0,49 | 267 | -0,37 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 89 | -85,41 | 9 | -86,67 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 93.497 | 3,77 | 9.281 | 3,15 | ||||
| 2026-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 16.497 | 0,00 | 1.638 | -0,61 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 24.010 | -62,19 | 2.384 | -62,43 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 13.487 | 1,54 | 1.339 | 0,90 | ||||
| 2026-04-23 | 13F | Simmons Bank | 31.713 | 1,10 | 3.148 | 0,51 | ||||
| 2026-04-28 | 13F | Halter Ferguson Financial Inc. | 17.563 | 0,00 | 1.743 | -0,63 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 5.468 | -14,38 | 543 | -14,91 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 6.400 | -15,79 | 635 | -16,34 | |||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 89 | 1,14 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 501.401 | -18,35 | 49.774 | -18,85 | ||||
| 2026-05-06 | 13F | Goodman Financial Corp | 4.048 | 0,00 | 402 | -0,74 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 17.300 | -5,98 | 1.717 | -6,53 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 2.200 | -31,25 | 218 | -31,66 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2.411.981 | 239.437 | ||||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 39.290 | 3,82 | 3.900 | 3,20 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 660.811 | -6,42 | 65.599 | -6,99 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 2.360 | -0,92 | 234 | -1,27 | ||||
| 2026-01-15 | 13F | Range Financial Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 10.863 | -8,34 | 1.078 | -8,88 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 215.767 | -12,49 | 21.419 | -13,03 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 5.765 | 572 | ||||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 2.237.842 | 1,58 | 222.151 | 0,96 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 929.676 | -96,20 | 92.289 | -7,92 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 4.006 | 8,95 | 398 | 8,17 | ||||
| 2026-05-11 | 13F | Palacios Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 68.830 | -55,00 | 6.833 | -55,28 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 46.843 | -1,80 | 4.650 | -2,39 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 19.318 | -21,14 | 1.918 | -21,63 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | STAR Financial Bank | 94.720 | 514,15 | 9.403 | 510,52 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 8.164 | -0,15 | 810 | -0,74 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 45.847 | 3,17 | 4.551 | 2,55 | ||||
| 2026-05-04 | 13F | Toews Corp /adv | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Roan Capital Partners | 4.266 | 423 | ||||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 18.991 | 49,46 | 1.885 | 48,54 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 199.428 | -4,92 | 20 | -99,91 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 10.475 | 14,11 | 1.040 | 13,43 | ||||
| 2026-02-11 | 13F | Goodman Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Family Capital Trust Co | 143.818 | 0,00 | 14.364 | 0,00 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 9.886 | 50,52 | 981 | 49,54 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 8.637 | 857 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 175.210 | 10,86 | 17.393 | 10,19 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | LongView Wealth Management | 23.953 | 0,02 | 2.390 | -0,29 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 93.818 | -3,96 | 9.313 | -4,55 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 12.570 | 7,20 | 1.248 | 6,49 | ||||
| 2026-05-15 | 13F | Optiver Holding B.V. | 33.538 | 41,74 | 3.329 | 40,88 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 82.635 | -5,56 | 8.203 | -6,13 | ||||
| 2026-05-14 | 13F | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 3.935 | 4,02 | ||||||
| 2026-05-27 | 13F | Wilshire Associates Inc | 22.396 | -6,06 | 2.223 | -6,64 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 73.655 | 0,42 | 7.312 | -0,19 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 3.102 | 5,40 | ||||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 183.945 | 5,91 | 18.297 | 5,48 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 48.556 | -9,08 | 4.820 | -9,62 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 46.995 | 16,13 | 4.665 | 15,41 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 103.855 | -52,57 | 10.306 | -52,96 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 40.287 | 6,96 | 3.999 | 6,30 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 15 | 654 | ||||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1.619 | 0,00 | 161 | -0,62 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 5.410 | 537 | ||||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 201.894 | 1,02 | 20.042 | 0,06 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2.118 | -16,68 | 212 | -16,93 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 136.864 | 2,19 | 13.550 | 1,29 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 50.361 | -0,64 | 4.999 | -1,26 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 139.356 | -0,20 | 13.834 | -0,81 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 87.961 | 6,79 | 8.732 | 6,14 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.529 | -36,41 | 251 | -36,78 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 7.531 | -3,88 | 748 | -4,48 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 4.691 | -17,21 | 466 | -17,70 | ||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 574.298 | 4,60 | 57.011 | 3,97 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 30.588 | 97,37 | 3.036 | 96,25 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 97.252 | -7,82 | 9.654 | -8,38 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 1.352.490 | 7,56 | 134.262 | 6,90 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 43.073 | 4,05 | 4.276 | 3,41 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 2.231 | 221 | ||||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 12.200 | 35,39 | 1.211 | 34,56 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 14.683 | -1,22 | 1.458 | -1,82 | ||||
| 2026-05-05 | 13F | Torrey-Payne Wealth Management, LLC | 4.000 | 0,00 | 397 | -1,00 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 46.546 | -6,39 | 4.621 | -6,97 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 2.530 | -1,52 | 251 | -1,95 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 7.497 | -0,81 | 744 | -1,33 | ||||
| 2026-05-12 | 13F | Keeler THomas Management LLC | 2.946 | 292 | ||||||
| 2026-05-13 | 13F | State of Wyoming | 100 | 0,00 | 10 | 0,00 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 12.540 | 33,40 | 1.245 | 32,62 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 33.702 | -8,02 | 3.346 | -8,58 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 154.687 | -24,36 | 15.323 | -24,96 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 127.502 | 1,95 | 12.657 | 1,33 | ||||
| 2026-05-04 | 13F | Sterling Group Wealth Management, LLC | 5.908 | 0,00 | 586 | -0,68 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 2.497 | -11,01 | 248 | -11,79 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 2.068 | 0,58 | 205 | 0,00 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 7.444 | 0,00 | 739 | -0,67 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 16.218 | -7,63 | 1.610 | -8,21 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 127.735 | -48,36 | 12.680 | -48,68 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 399.971 | 16,61 | 39.705 | 15,90 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 165.186 | -8,44 | 16.398 | -9,01 | ||||
| 2026-05-04 | 13F | Nwam Llc | 124.275 | -6,62 | 12.337 | -7,53 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 37.082 | 28,43 | 3.681 | 27,68 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 13.970 | 85,89 | 1.387 | 84,80 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 57.565 | 10,42 | 5.714 | 9,76 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1.071 | -70,90 | 106 | -71,12 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 18.816 | -14,31 | 1.868 | -14,87 | ||||
| 2026-05-07 | 13F | Vericrest Private Wealth | 81.112 | 11,35 | 8.052 | 10,67 | ||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 4.733 | 0,45 | 470 | -0,21 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 2.377 | 1,89 | 236 | 0,86 | ||||
| 2026-05-12 | 13F | All Terrain Financial Advisors, LLC | 74.092 | 1,81 | 7.355 | 1,20 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Matrix Trust Co | 258.524 | -1,73 | 26 | -3,85 | ||||
| 2026-03-17 | 13F | U S Wealth Group, Llc. | 100.485 | -1,52 | 10.036 | -1,89 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 63.098 | 4,93 | 6.264 | 4,30 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 182.171 | 7,89 | 18.084 | 7,23 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 169.214 | 40,62 | 16.798 | 39,75 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 32.522.000 | 0,12 | 3.228.459 | -0,49 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | RBA Wealth Management, LLC | 18.130 | 0,39 | 1.800 | -0,22 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1.211 | 346,86 | 120 | 344,44 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 9.526 | 15,92 | 946 | 15,24 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 2.026 | 0,00 | 201 | -0,50 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 1.460.298 | 2,84 | 144.964 | 2,21 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 2.796 | 0 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 10.466 | 0,68 | 1.039 | 0,00 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 19.587 | 825,22 | 1.944 | 821,33 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1.878 | 186 |
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| US:AGG | 98,66 $ |