Grundlæggende statistik
| Institutionelle ejere | 869 total, 866 long only, 0 short only, 3 long/short - change of 7,27% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3260 % - change of 6,27% MRQ |
| Institutionelle aktier (lange) | 45.248.391 (ex 13D/G) - change of 5,80MM shares 14,69% MRQ |
| Institutionel værdi (lang) | $ 5.848.719 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Core High Dividend ETF (CL:HDV) har 869 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 45,248,391 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Royal Bank Of Canada, Envestnet Asset Management Inc, Jones Financial Companies Lllp, and Bnp Paribas Arbitrage, Sa .
iShares Trust - iShares Core High Dividend ETF (SNSE:HDV) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.100 | -6,50 | 285 | 4,40 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 666 | -33,53 | 90 | -25,62 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 15.548 | -5,62 | 2.110 | 5,34 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 1.944 | 0,99 | 264 | 12,39 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 141.303 | 15,90 | 19.178 | 29,35 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 116.175 | 758,58 | 3.139 | 85,41 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 1.632 | 221 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 38.496 | 21,46 | 5.225 | 35,55 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 11.816 | 45,89 | 1.604 | 62,91 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 29.856 | 225,97 | 4.052 | 264,06 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 8.065 | -0,92 | 1.095 | 10,62 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 100 | 14 | ||||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 2.150 | -13,31 | 292 | -3,32 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 4.100 | -11,52 | 557 | -1,24 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 1.780 | 0,00 | 242 | 11,57 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2.739 | -0,04 | 372 | 11,41 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 1.159 | 0,00 | 157 | 12,14 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 25.383 | -52,96 | 3.445 | -47,50 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 26.718 | 4,43 | 3.626 | 16,55 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 271 | 0,74 | 37 | 12,50 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 4.000 | 0,00 | 543 | 11,52 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 1.685 | 229 | ||||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 1.978 | -10,01 | 268 | 0,37 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 51.888 | 4,71 | 6.324 | 4,93 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 451.518 | 2,72 | 61.278 | 14,64 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 12.494 | 1,05 | 1.696 | 12,77 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 7.417 | -2,24 | 1.007 | 9,11 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 1.003.439 | 67,06 | 136.187 | 86,45 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 52.692 | -25,39 | 7.151 | -16,72 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 133.600 | 654,80 | 18.132 | 742,57 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 58.400 | 722,54 | 7.926 | 818,42 | |||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 320 | 0,00 | 43 | 10,26 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 27.391 | -0,84 | 3.718 | 10,66 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 848 | 115 | ||||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 18.627 | -46,46 | 2.528 | -40,24 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 164 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 18.538 | 2.516 | ||||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 4.220 | 2,73 | 573 | 14,63 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 5.900 | 801 | |||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 2.600 | 353 | |||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 4.118 | 447,61 | 112 | 14,29 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.324 | 31,90 | 315 | 47,20 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 10.399 | 1,04 | 1.411 | 12,79 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 2.720 | 0,00 | 369 | 11,82 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 53.867 | 0,25 | 7.311 | 11,88 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Crews Bank & Trust | 18.157 | 2,74 | 2.464 | 14,66 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 161.458 | -1,12 | 21.913 | 10,35 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 14 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 9.606 | -47,21 | 1.304 | -41,09 | ||||
| 2026-04-22 | 13F | Vicus Capital | 6.044 | 0,42 | 820 | 12,18 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 40.774 | 7,98 | 5.534 | 20,49 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 3.370 | 457 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 14.747 | 1,42 | 2.001 | 13,18 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 3.023 | 0,27 | 410 | 12,02 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 2.983 | 405 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 7.169 | 0,25 | 973 | 11,85 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 2.828 | 2,99 | 384 | 15,02 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 16.199 | -1,63 | 2.199 | 9,79 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 11.703 | 15,53 | 1.588 | 29,00 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 3.613 | -21,54 | 490 | -12,34 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 21 | 0,00 | 3 | 50,00 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 6.417 | 0,00 | 1 | |||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1.928 | 0,00 | 262 | 11,54 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 496 | 0,20 | 67 | 11,67 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3.409 | -11,18 | 462 | -1,07 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 23.369 | 0,21 | 3.172 | 11,81 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 968.381 | -0,60 | 131.429 | 10,93 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 3.908 | -4,33 | 530 | 6,85 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.390 | 151,86 | 460 | 182,21 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 7.278 | -21,42 | 988 | -12,34 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 11.503 | -10,44 | 1.561 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.698 | 0,82 | 366 | 12,62 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 822 | 0,00 | 112 | 12,12 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 11.565 | 0,00 | 314 | -77,74 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 3.321 | 0,00 | 451 | 11,66 | ||||
| 2026-01-29 | 13F | Bravias Capital Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 7.009 | -4,92 | 951 | 6,14 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 28.988 | 787 | ||||||
| 2026-05-04 | 13F | Ktf Investments, Llc | 1.894 | 0,00 | 257 | 11,74 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 2.010 | 0,00 | 273 | 11,48 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 4.766 | 647 | ||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 48.632 | 0,16 | 6.600 | 11,79 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 2.805 | 0,00 | 381 | 11,44 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 18.061 | -0,55 | 2.451 | 11,01 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 2.152 | 0,00 | 292 | 11,88 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 7.303 | 100,80 | 991 | 124,21 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 3.531 | 5,37 | 479 | 17,69 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 21.601 | 28,24 | 2.932 | 43,12 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 1.515 | -80,86 | 206 | -73,79 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 7.184 | -0,21 | 975 | 11,43 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 16.087 | -1,15 | 2.183 | 10,31 | ||||
| 2026-01-29 | 13F | Comerica Bank | 164.676 | -0,16 | 20.026 | -0,85 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.025 | 19,93 | 682 | 33,79 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 3.901 | 0,39 | 529 | 12,08 | ||||
| 2026-05-13 | 13F | Forefront Analytics, LLC | 68.087 | -1,76 | 9.241 | 9,63 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 228 | 0,44 | 31 | 11,11 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 304.658 | -0,85 | 41.348 | 10,66 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 17 | -98,75 | 2 | -98,79 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 165.115 | -11,56 | 22.409 | -1,29 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 10.868 | -1,74 | 1.453 | 1,68 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 58 | 0,00 | 8 | 0,00 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 6.849 | -10,52 | 930 | -0,11 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 20.225 | -2,02 | 2.745 | 9,32 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 10.177 | 0,00 | 1.238 | -0,72 | ||||
| 2026-04-29 | 13F | Invested Advisors | 12.220 | 0,42 | 1.658 | 12,10 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 3.940 | 1,89 | 535 | 13,62 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 1.709 | 0,00 | 232 | 11,59 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 3.490 | -3,72 | 474 | 7,50 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 1.244 | 729,33 | 169 | 833,33 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 2.124 | 0,00 | 288 | 11,63 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 39.346 | -0,80 | 5.340 | 10,72 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 7.219 | -30,42 | 980 | -22,36 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 258.968 | -6,96 | 35.147 | 3,83 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 108 | 15 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 10.338 | 100,15 | 1.403 | 123,41 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 38 | 5 | ||||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 6.981 | -0,09 | 947 | 11,54 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 99.322 | 0,07 | 13.480 | 11,67 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 2.290 | 33,37 | 311 | 49,04 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 114.530 | 4,55 | 15.544 | 16,69 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 1.593 | 216 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 787 | 0,51 | 107 | 11,58 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 131 | 0,77 | 18 | 13,33 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 3.588 | 4,88 | 487 | 16,83 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.406.343 | -9,07 | 190.869 | 1,48 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 75 | 0,00 | 10 | 11,11 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 2.613 | 0,00 | 355 | 11,67 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 5.697 | -2,57 | 773 | 8,72 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 168.114 | 5,96 | 22.817 | 18,25 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 1.768 | 240 | ||||||
| 2026-05-12 | 13F | Meiji Yasuda Life Insurance Co | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 6.518 | 27,06 | 885 | 41,89 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 97 | 1,04 | 13 | 18,18 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 720 | 0,00 | 98 | 11,49 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 183.596 | 6,00 | 25 | 14,29 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 71 | 0,00 | 10 | 12,50 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 9.661 | -3,74 | 1.311 | 7,46 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 450 | -30,77 | 61 | -22,78 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 30.900 | 48,87 | 3.758 | 47,89 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1.425 | 193 | ||||||
| 2026-04-28 | 13F | Paller Financial Services Inc | 44.020 | 1,26 | 5.974 | 13,02 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 16 | 0,00 | 2 | 100,00 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3.775 | 512 | ||||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 34.675 | 1,99 | 4.706 | 13,84 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 18.945 | 9,68 | 2.571 | 22,43 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 3.610 | -5,02 | 490 | 5,84 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 625 | 0,00 | 84 | 9,21 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 8.111 | -8,46 | 1.101 | 2,14 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 5.503 | 0,00 | 747 | 11,51 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 70.642 | 2,71 | 9.587 | 14,64 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1.862 | 83,99 | 51 | -59,35 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 2.338 | 317 | ||||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 2.011 | 0,00 | 273 | 11,48 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 5.300 | 0,00 | 719 | 11,65 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 1.865 | 253 | ||||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 5.464 | -1,53 | 742 | 9,94 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 156 | 0,65 | 21 | 5,26 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1.601 | -9,85 | 217 | 0,93 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5.091 | 45,04 | 691 | 61,97 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 3.587 | 487 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 91.280 | 11,21 | 11.101 | 11,66 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 12.020 | 7,25 | 1.631 | 19,75 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 2.275 | 0,00 | 308 | 11,59 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 6.398 | 2,24 | 868 | 14,06 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 29.605 | -0,33 | 4.018 | 11,24 | ||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 0 | -100,00 | 0 | |||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 11.869 | 2,34 | 1.611 | 14,18 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.865 | 0,00 | 253 | 11,95 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 19.939 | 2.706 | ||||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 130 | 0,00 | 18 | 13,33 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 1.500 | 204 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 9.789 | 0,00 | 1.329 | 11,60 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2.427 | 0,00 | 329 | 11,53 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 2.763 | -70,96 | 375 | -67,68 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 3.042 | -0,94 | 370 | -1,86 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 885 | 0,00 | 120 | 12,15 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 4.979 | 111,60 | 676 | 136,01 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 78 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 12.192 | 0,62 | 1.655 | 12,29 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1.584 | 215 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 13.404 | 0,60 | 1.819 | 12,28 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 6.170 | 0,21 | 837 | 11,90 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 27 | 0,00 | ||||||
| 2026-05-07 | 13F | Tacita Capital Inc | 6.840 | -5,72 | 928 | 5,22 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 24.501 | 3,32 | 3.325 | 15,33 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 3.481.196 | 2,99 | 472.468 | 14,94 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 163.758 | 1,93 | 22.225 | 13,71 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 16.820 | -3,62 | 2.283 | 7,54 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 31 | 0,00 | 4 | 33,33 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 370.029 | -1,99 | 50.235 | 9,38 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2.096 | 0,96 | 255 | 0,00 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 89.919 | -9,39 | 12.204 | 1,12 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.695 | 1.587 | ||||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 10.079 | 4,83 | 1.368 | 16,94 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 235.382 | 2,91 | 31.944 | 14,84 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1.574 | -22,23 | 214 | -13,41 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 9.160 | 1,51 | 1.243 | 13,31 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 3.495 | 0,00 | 474 | 11,53 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.745 | 35,56 | 373 | 51,22 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 10.285 | 3,39 | 1.392 | 15,14 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 15.609 | 797,58 | 2.118 | 903,79 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 30.903 | 51,32 | 4.194 | 68,91 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 13.556 | 367 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 1.571 | 213 | ||||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 1.795 | 0,00 | 244 | 11,47 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 110.051 | 4,96 | 14.936 | 17,14 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 9.636 | 0,01 | 1.308 | 11,61 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 9.431 | -0,85 | 1.280 | 10,45 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 9.222 | 0,01 | 1.252 | 11,60 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5.414 | 28,84 | 735 | 43,92 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.602 | 353 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 1.646 | 223 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 19 | 0,00 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 2.085 | 283 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 834 | 113 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 2.478 | 0,77 | 336 | 12,37 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 16.699 | -5,89 | 2.266 | 5,05 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 3.080 | 0,23 | 418 | 12,06 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 1.535 | 206 | ||||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 894 | 0,00 | 121 | 4,31 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 5.793 | -0,86 | 786 | 10,70 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 250 | 0,00 | 34 | 10,00 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 60.781 | -1,00 | 8.249 | 10,50 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 14.663 | 1.990 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 24.770 | -1,39 | 3.362 | 10,05 | ||||
| 2026-01-16 | 13F | Bangor Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 2.216 | -0,18 | 301 | 11,11 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 20.211 | 0,00 | 2.743 | 11,64 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 89 | 12 | ||||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 4.440 | -2,42 | 603 | 8,86 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 10 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 46.230 | 3,41 | 6.274 | 15,42 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 48.037 | 10,34 | 6.520 | 23,14 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 240.991 | 1,32 | 32.707 | 13,08 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 2.806 | 15,76 | 381 | 29,25 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 3.077 | 0,00 | 418 | 11,50 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 2.176 | 0,00 | 295 | 11,74 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 715 | 0,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 60.491 | 9,72 | 8.104 | 20,88 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 13.428 | 2 | ||||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 7.859 | 0,00 | 1.067 | 11,62 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 359 | 49 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 4.393 | -2,90 | 596 | 8,36 | ||||
| 2026-04-13 | 13F | Rydar Equities, Inc. | 2.356 | 27,97 | 320 | 43,05 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 3.805 | 18,68 | 461 | 18,25 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 2.246 | 377,87 | 305 | 433,33 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 3.377 | -11,34 | 458 | -1,08 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 490 | 0,62 | 66 | 11,86 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 19.812 | -2,64 | 2.689 | 8,65 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 387 | 0,00 | 53 | 10,64 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 8.050 | 132,46 | 1.093 | 159,38 | ||||
| 2026-05-12 | 13F | Creative Planning | 153.260 | -0,45 | 20.800 | 11,10 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 18.679 | -2,66 | 2.535 | 8,66 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 501 | 0,00 | 68 | 13,33 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 153.931 | 4,58 | 21 | 17,65 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 30.148 | -2,23 | 4.092 | 9,09 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 124 | 9,73 | 17 | 23,08 | ||||
| 2026-05-15 | 13F | Richwood Investment Advisors, LLC | 18.190 | 390,56 | 494 | -2,95 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 57.188 | 0,65 | 7.762 | 12,33 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 4.328 | -3,07 | 587 | 8,10 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 875 | -64,63 | 119 | -60,67 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2.022 | 0,00 | 274 | 11,84 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 15.732 | 6,94 | 2.135 | 19,34 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 10.611 | -3,28 | 1.440 | 7,95 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 893.886 | 7,64 | 121 | 21,00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 20.924 | -0,42 | 2.840 | 11,12 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 93.229 | 3,82 | 12.653 | 15,87 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 6.933 | -19,52 | 929 | -11,37 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 2.407 | 327 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 16.575 | 0,00 | 2.250 | 11,61 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1.082 | 0,19 | 147 | 11,45 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 3.454 | 14,18 | 469 | 27,52 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 13.861 | 9,97 | 1.881 | 22,78 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 5.865 | 0,00 | 796 | 11,50 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 47.438 | 5,96 | 6.438 | 18,26 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 14.458 | -21,15 | 1.962 | -11,98 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 490 | 0,00 | 67 | 11,86 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 257.027 | 137,80 | 34.884 | 165,39 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 310.300 | 4,79 | 42.114 | 16,95 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 57.386 | 2,49 | 7.789 | 14,38 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 820 | 0,00 | 111 | 12,12 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Kentucky Farm Bureau Mutual Insurance Co | 0 | 0 | ||||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 643.678 | -1,47 | 78.278 | 98.984,81 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 37.295 | -0,90 | 5.062 | 6,37 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 1.711 | 0,00 | 232 | 11,54 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 3.185 | 3,07 | 432 | 15,20 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 17.002 | 1,94 | 2.308 | 13,20 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 9.734 | 0,16 | 1.321 | 11,85 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.551.933 | 6,22 | 210.628 | 18,54 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 2.041 | -8,02 | 277 | 2,97 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 457.400 | 596,19 | 62.078 | 677,04 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 1.614 | 219 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 5.507 | 1,87 | 747 | 13,70 | ||||
| 2026-04-13 | 13F | Trust Co | 4.523 | 0,00 | 614 | 11,45 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 1.862 | 0,00 | 253 | 11,50 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1.515 | 206 | ||||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 25.648 | -0,67 | 3.481 | 10,86 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 4.915 | 98,03 | 667 | 121,59 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 415 | 0,00 | 11 | -78,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2.618 | 23,32 | 318 | 22,78 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 400 | 0,00 | 49 | 0,00 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 18.211 | 8,92 | 2.472 | 21,54 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 713.802 | -5,43 | 96.877 | 5,54 | ||||
| 2026-02-18 | 13F | Kitching Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 3.066 | 416 | ||||||
| 2026-01-26 | 13F | Old Point Trust & Financial Services N A | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 2.073 | -0,14 | 281 | 11,51 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 2.457 | 37,34 | 333 | 53,46 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 542 | 0,00 | 74 | 12,31 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 4.791 | -1,78 | 650 | 9,61 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 3.313 | -0,84 | 388 | -4,43 | ||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 181.662 | -2,36 | 24.655 | 8,97 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 3.220 | -44,00 | 437 | -37,48 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 3.677 | 77,03 | 499 | 98,02 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 19.277 | 13,92 | 2.616 | 27,18 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 1.637 | -4,94 | 222 | 0,00 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 2.734 | 0,59 | 371 | 12,42 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3.542 | 5,73 | 481 | 17,94 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 46.611 | 1.199,44 | 6.326 | 1.350,92 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 1.771 | 240 | ||||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 7.988 | -1,59 | 1.084 | 9,83 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 72.616 | 351,54 | 1.971 | 0,82 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 7.898 | -10,43 | 1.072 | -0,09 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 35.482 | 2.881,68 | 4.816 | 3.243,75 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 6.810 | 0,00 | 924 | 11,59 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 175 | 24 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 75.685 | -0,05 | 10 | 11,11 | ||||
| 2026-05-11 | 13F | Commerce Bank | 1.649 | 224 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 1.732 | 4,59 | 235 | 16,92 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 17.875 | 1,10 | 2.426 | 12,79 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 31.917 | 12,20 | 4.332 | 25,21 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 38.391 | -6,02 | 5.210 | 4,89 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 51.928 | 4,29 | 7.048 | 16,38 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.282.003 | 2,43 | 173.992 | 14,32 | ||||
| 2026-01-22 | 13F | City Holding Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13.106 | 5,70 | 1.594 | 4,94 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 112 | 0,00 | 15 | 15,38 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 948 | 0,00 | 129 | 11,30 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 5.543 | 16,04 | 752 | 29,66 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 16.892 | 6,24 | 2.293 | 18,57 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 13.790 | -5,26 | 1.872 | 5,71 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 3.454 | 3,48 | 0 | |||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 2.013 | -5,36 | 273 | 5,81 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 81.015 | -8,53 | 10.995 | 2,08 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 8.474 | 9,85 | 1.150 | 22,60 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 435 | 0,00 | 59 | 13,46 | ||||
| 2026-04-29 | 13F | Raelipskie Partnership | 16.660 | 3,19 | 2.261 | 15,18 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 122.390 | -1,12 | 16.611 | 10,35 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 3.256 | 0,00 | 442 | 2,56 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 1.488 | 202 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 10.002 | 1.357 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 474 | 0,00 | 58 | -1,72 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 50 | 0,00 | 7 | 0,00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 146 | 0,00 | 20 | 11,76 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 3.039 | -2,06 | 412 | 9,28 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 1.474 | 200 | ||||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 95.567 | -1,03 | 12.970 | 10,46 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 12.581 | 0,00 | 1.707 | 11,64 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 1.043 | 0,68 | 141 | 12,80 | ||||
| 2026-05-13 | 13F | Invst, LLC | 4.295 | 583 | ||||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 3.038 | -4,31 | 407 | 5,18 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 2.720 | 0,37 | 369 | 12,16 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 6.595 | 5,03 | 895 | 17,30 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 11.195 | 20,38 | 1.519 | 34,31 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 1.954 | 0,00 | 265 | 11,81 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 3.636 | -5,29 | 493 | 5,79 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 114.540 | 48,42 | 15.545 | 172.622,22 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 28.737 | 2,64 | 3.900 | 14,57 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 75 | 0,00 | 10 | 11,11 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 4.843 | -5,61 | 657 | 5,29 | ||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 3.350 | 0,00 | 455 | 11,55 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 156.369 | 2,40 | 21.013 | -1,17 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Caldwell Trust Co | 8.425 | 0,00 | 1.143 | 11,62 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 4.294 | 2,38 | 583 | 14,12 | ||||
| 2026-05-15 | 13F | EFG International AG | 3.620 | 1.710,00 | 491 | 1.945,83 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 2.202 | -2,65 | 299 | 8,36 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 11.115 | 3,06 | 1.509 | 15,03 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.046.437 | 20,08 | 141.109 | 33,15 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 17.234 | 2.339 | ||||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 1.166 | 0,00 | 158 | 12,06 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 47.783 | -63,26 | 6.433 | -59,33 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 2.950 | -34,44 | 400 | -26,87 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 29.158 | 15,31 | 3.957 | 28,68 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 21.217 | 14,95 | 2.880 | 28,30 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 2.527 | 0,00 | 343 | 11,40 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 1.811 | -5,03 | 246 | 6,06 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 3.644 | -10,11 | 495 | 0,20 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 1.771 | 4,24 | 240 | 16,50 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 67.832 | 177,82 | 9.206 | 210,07 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 16.821 | 7,96 | 2.283 | 20,49 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.432 | -3,11 | 194 | 8,38 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 127.138 | 3,06 | 17 | 13,33 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 4.047 | 549 | ||||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 253 | -21,67 | 31 | -18,92 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 28.790 | 37,44 | 3.907 | 53,40 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 139.033 | 1,40 | 18.869 | 13,16 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 4.557 | 0,89 | 618 | 12,57 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 14.974 | -0,37 | 2.032 | 11,22 | ||||
| 2026-05-05 | 13F | PFG Advisors | 5.097 | 66,35 | 692 | 85,75 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 4.322 | 0,00 | 1 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 10.627 | 4,34 | 1.442 | 16,48 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 52.988 | -2,04 | 7.192 | 9,34 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 5.158 | -1,02 | 700 | 9,72 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 1.340 | 182 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.964 | 6,74 | 263 | 17,94 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 58.458 | 14,35 | 7.934 | 27,62 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 29.195 | 0,00 | 3.962 | 11,61 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 3.567 | 0,00 | 484 | 11,78 | ||||
| 2026-05-11 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8.302 | -2,51 | 1.127 | 8,79 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 21 | -34,38 | 3 | -33,33 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 33.256 | 100,00 | 4.053 | 100,00 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 7.670 | -26,07 | 1.041 | -17,53 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 710 | 0,00 | 96 | 11,63 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 6.400 | -50,39 | 869 | -44,64 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 37.827 | 0,22 | 5.134 | 11,83 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 10.505 | 1.426 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4.922 | -20,87 | 668 | -11,64 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 2.112 | -13,90 | 287 | -4,03 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 34 | -81,01 | 5 | -81,82 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 1.488 | 202 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 7.458 | 0,00 | 1 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 90.109 | 6,73 | 10.958 | 6,01 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 5.486 | 0,00 | 745 | 11,54 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 64.805 | 1,37 | 8.795 | 13,13 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 870 | 0,00 | 89 | 14,10 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 544 | 677,14 | 74 | 812,50 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 458.400 | 0,36 | 62.214 | 12,00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 5.816 | -3,98 | 789 | 7,20 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2.410 | 327 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 1 | -99,78 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 2.310 | -0,09 | 314 | 11,39 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 3.032 | 412 | ||||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 14.162 | 1.922 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 26.831 | 6,58 | 4 | 0,00 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 4.679 | 4,19 | 634 | 15,93 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 10.351 | 1.405 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 36.679 | -2,02 | 4.978 | 9,36 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 33.644 | 27,04 | 4.566 | 41,80 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 33.822 | 22,51 | 4.590 | 36,73 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 20 | 3 | ||||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 2.372 | 0,30 | 322 | 11,85 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5.888 | -22,96 | 799 | -13,99 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 6.604 | 3,59 | 896 | 15,61 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 36.976 | 11,36 | 1 | -75,00 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 14.051 | 4,33 | 1.907 | 16,49 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1.968 | 17,99 | 267 | 32,18 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 355 | -41,80 | 48 | -35,14 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 95.228 | 7,77 | 12.927 | 20,35 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 26.887 | 3,17 | 3.649 | 15,15 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.317.662 | 13,15 | 450.273 | 26,28 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 33.901 | -0,75 | 4.601 | 10,79 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 350 | 0,00 | 48 | 11,90 | ||||
| 2026-05-14 | 13F | Betterment LLC | 2.767 | 10,90 | 0 | |||||
| 2026-05-01 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1.616 | 219 | ||||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 2.028 | 0,00 | 275 | 11,79 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 21.473 | 5,58 | 2.914 | 17,83 | ||||
| 2026-05-15 | 13F | Fmr Llc | 567.337 | 14,96 | 76.999 | 28,30 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 210 | 0,00 | 28 | 12,00 | ||||
| 2026-04-10 | 13F | Auto-Owners Insurance Co | 23.800 | 0,00 | 3.230 | 11,61 | ||||
| 2026-01-20 | 13F | Quintet Private Bank (Europe) S.A. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Penney Financial, LLC | 1.525 | 207 | ||||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 2.298 | 0,00 | 312 | 11,47 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 4.765 | 10,61 | 647 | 23,52 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 192.438 | 0,74 | 26.118 | 12,43 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 7.056 | 90,81 | 958 | 113,14 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 74.831 | 0,87 | 10.156 | 12,58 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 12.833 | 0,00 | 1.742 | 11,60 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 10.077 | 8,31 | 1.368 | 20,87 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 390 | 0,00 | 53 | 10,64 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 4.622 | 0,00 | 627 | 11,57 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 306 | 393,55 | 42 | 485,71 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 825 | 400,00 | 23 | 10,00 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 15.860 | 2.152 | ||||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 8.857 | 8,37 | 1.202 | 21,05 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 120 | 0,00 | 16 | 14,29 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.387 | 37,06 | 0 | |||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 5.661 | 0,00 | 768 | 11,63 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 1.775 | 0,00 | 241 | 11,63 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 20.270 | 2.751 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.268 | 308 | ||||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 3.964 | 0,00 | 538 | 11,41 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2.264 | -1,31 | 307 | 10,43 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 95.588 | 0,30 | 12.973 | 11,94 | ||||
| 2026-05-01 | 13F | Climber Capital SA | 6.500 | 0,00 | 882 | 11,66 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 3.605 | -6,61 | 489 | 4,26 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3.011 | 0,00 | 409 | 11,48 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 1.613 | 0,00 | 219 | -1,36 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 35.447 | -2,85 | 4.811 | 8,41 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 3.290 | -13,15 | 447 | -3,04 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 10 | 1 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 18.857 | 23,27 | 2.559 | 37,58 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 944 | -0,11 | 128 | 12,28 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 4.839 | 0,00 | 657 | 11,56 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2.784 | -15,43 | 378 | -5,75 | ||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 8.372 | 0,73 | 1.136 | 12,48 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 5 | 0,00 | 1 | |||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 250 | 0,00 | 34 | 10,00 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 4.453 | 166,81 | 604 | 199,01 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 17.644 | -1,43 | 2.395 | 10,02 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 4.784 | 649 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 4.199 | 93,77 | 570 | 116,35 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7.809 | 152,55 | 1.060 | 182,40 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 4.947 | -0,90 | 671 | 10,54 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1.585 | 215 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 24.494 | 3.324 | ||||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 30.152 | -0,80 | 4.092 | 10,71 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 63 | 0,00 | 9 | 14,29 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 44 | 0,00 | 6 | 0,00 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2.495 | 0,00 | 339 | 11,55 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 7.133 | 0,62 | 968 | 12,30 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 2.683 | 364 | ||||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 2.947 | -77,17 | 400 | -74,57 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.836 | 12,81 | 345 | 12,05 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 223.646 | -16,16 | 29.966 | -7,84 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1.951 | 9,30 | 260 | 19,82 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 10.504 | 1.426 | ||||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 3.449 | -3,23 | 468 | 8,08 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 25.688 | 1,93 | 3.486 | 13,77 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 31.768 | -0,97 | 4.312 | 10,54 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 2.405 | 0,00 | 326 | 11,64 | ||||
| 2026-04-07 | 13F | Eastern Bank | 545 | 0,00 | 74 | 10,61 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.297.163 | 6,26 | 175.623 | 18,30 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 12.456 | -9,82 | 1.690 | 0,66 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 2.319 | -55,95 | 315 | -50,94 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 1.754 | 0,00 | 236 | 10,33 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 1.569 | -6,50 | 213 | 3,92 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1.375 | -17,57 | 186 | -7,92 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 7.208 | 19,87 | 978 | 33,79 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 5.729 | 0,00 | 778 | 11,64 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 197.250 | 8,17 | 26.771 | 20,72 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 2.986 | -10,49 | 405 | 0,00 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 16.604 | 3,41 | 2.205 | 6,83 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 2.512 | 0,56 | 341 | 12,21 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13.115 | 11,92 | 1.780 | 24,84 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 2.835 | 379 | ||||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 90.250 | 0,47 | 12.249 | 12,13 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 8.125 | 58,26 | 1.103 | 76,60 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 10.441 | 400,05 | 284 | 2,91 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 13.339 | -0,16 | 1.810 | 11,45 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 3.123 | -18,37 | 424 | -9,03 | ||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 20.806 | -4,76 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 92 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Eukles Asset Management | 113 | 0,00 | 15 | 15,38 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 5.979 | 98,31 | 811 | 121,58 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 17.588 | -0,30 | 2.387 | 11,28 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 1.589 | 216 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 1.897 | -25,11 | 257 | -20,43 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 2.862 | 388 | ||||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 3.551 | -45,75 | 479 | 5,51 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 14.786 | -35,72 | 2.007 | -28,28 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 15.815 | -0,67 | 2.146 | 10,85 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 9.219 | 31,89 | 1.251 | 47,18 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 4.083.741 | -9,58 | 554.245 | 0,91 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 37.769 | -2,44 | 5.126 | 8,86 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 126.072 | -34,80 | 17.110 | -27,23 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 10.523 | 0,00 | 1.428 | 11,65 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 1.730 | 235 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 16.131 | -0,90 | 2.189 | 10,61 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 371 | 27,05 | 50 | 42,86 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 1.557 | 211 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 4.436 | -6,57 | 602 | 4,33 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 300 | 0,00 | 41 | 11,11 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 3.154 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 7.841 | -0,19 | 1.064 | 11,41 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1.607 | 0,63 | 214 | -1,83 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 10.796 | -60,67 | 1.465 | -56,10 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 400 | 0,00 | 54 | 12,50 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 16.785 | 58,05 | 2.278 | 76,45 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 358 | 0,28 | 49 | 11,63 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 14.069 | -1,71 | 1.909 | 9,71 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 5.606 | 4,84 | 761 | 16,92 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 3.046 | 0,56 | 413 | 12,23 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 9.110 | 0,00 | 1.236 | 11,65 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 2.636 | 0,00 | 358 | 11,56 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 53.463 | 2,35 | 7.256 | 14,23 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 48.863 | 0,49 | 6.632 | 12,14 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.703 | 0,00 | 329 | -0,91 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.635 | 19,94 | 358 | 33,71 | ||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 31.582 | 0,00 | 3.841 | 0,00 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 2.818 | 0,14 | 382 | 11,70 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 414 | 0,73 | 56 | 12,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 18.195 | 64,91 | 2.469 | 84,12 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 18.487 | 0,00 | 2.509 | 11,61 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 75.348 | 0,07 | 10.226 | 11,69 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 3.459 | -0,20 | 469 | 11,40 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 3.436 | -4,93 | 465 | 5,92 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 75 | 10 | ||||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 2.262 | 12,15 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 37.401 | 8,54 | 5.076 | 21,15 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 3.331 | 0,00 | 452 | 11,60 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 26.086 | 3,52 | 3.540 | 15,54 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 36.522 | 404,59 | 4.957 | 459,37 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3.801 | 509 | ||||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 3.144 | 0,00 | 427 | 11,52 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 22.103 | -2,72 | 3.000 | 8,54 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 109 | 0,00 | 15 | 7,69 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 20.842 | 2,99 | 2.829 | 12,76 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 2.946 | 0,34 | 400 | 11,76 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 20.691 | 146,62 | 3 | 100,00 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 80 | 0,00 | 11 | 11,11 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 2.312 | -50,00 | 314 | -44,31 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.416 | 5,75 | 192 | 18,52 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 14.812 | -4,52 | 2.010 | 6,57 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 12.650 | 1,40 | 1.717 | 13,12 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 3.738 | 0,00 | 507 | 11,67 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 616 | 0,49 | 84 | 12,16 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 700 | 0,00 | 95 | 11,76 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 101.266 | 33,41 | 13.710 | 47,75 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 16.788 | 0,06 | 2.279 | 11,67 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 9.371 | 13,34 | 1.272 | 11,59 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 80 | 0,00 | 11 | 11,11 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 23.739 | 5,74 | 3.222 | 17,38 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 1.495 | -34,52 | 203 | -27,08 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 11.424 | 0,15 | 1.551 | 11,75 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 5.985 | -6,89 | 812 | 3,97 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 18.598 | -0,16 | 2.502 | 10,18 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 19.322 | 0,52 | 2.622 | 12,20 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1.151 | 16.342,86 | 156 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5.298 | 13,40 | 719 | 26,58 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 6.649 | 1,48 | 902 | 13,32 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 18.483 | 0,61 | 2.509 | 12,26 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 458 | 62 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 202.013 | -2,04 | 27.417 | 9,33 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 7.248 | 19,13 | 984 | 33,02 | ||||
| 2026-04-10 | 13F | Novem Group | 1.827 | 1,05 | 248 | 12,79 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 20.472 | -0,19 | 2.778 | 11,39 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 1.883 | 0,64 | 256 | 12,33 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2.736 | 0,59 | 371 | 12,42 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 73.235 | 9.939 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 15.060 | 380,69 | 404 | -5,83 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 16 | 2 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5.573 | -3,26 | 678 | -3,97 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 3.635 | 0,14 | 493 | 11,79 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 650.163 | 20,18 | 88.240 | 34,12 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 2.500 | 339 | ||||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 190 | 26 | ||||||
| 2026-05-13 | 13F | Caitlin John, LLC | 345 | 0,00 | 47 | 12,20 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 102 | 14 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 1.700 | 231 | |||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 5.000 | 679 | |||||
| 2026-01-23 | 13F | Forefront Wealth Management Inc. | 8.013 | 9,71 | 974 | 8,95 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 26 | 0,00 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.969 | 6,97 | 810 | 19,47 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 2.101 | 16,59 | 285 | 30,14 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 4.356 | 18,66 | 591 | 31,92 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.138 | -21,25 | 154 | -12,00 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 6.430 | 0,00 | 873 | 11,65 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 2.674 | -1,87 | 363 | 9,37 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 3.911 | 0,00 | 531 | 11,58 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 37.776 | 0,22 | 5.127 | 7,69 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 105 | 0,00 | 14 | 16,67 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 52.411 | -15,37 | 7.113 | -5,55 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 21.418 | -2,25 | 2.907 | 9,08 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 6.920 | -3,16 | 939 | 8,06 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 3.304 | 0,00 | 448 | 11,72 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 2.904 | 0,00 | 394 | 11,61 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6.199 | 0,85 | 841 | 12,58 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 5.803 | -4,24 | 788 | 6,78 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 3.866 | 0,00 | 470 | 0,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3.436 | 24,04 | 466 | 38,69 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 4.709 | 59,79 | 639 | 78,49 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | Call | 0 | -100,00 | 0 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 120 | 0,00 | 16 | 14,29 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 15 | 0,00 | 2 | 100,00 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 1.609 | 218 | ||||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 1.582 | 215 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 859.700 | 88,53 | 116.678 | 110,41 | |||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 14.405 | -25,54 | 1.955 | -16,88 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 1.790 | 0,00 | 243 | 11,52 | ||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 24.888 | 0,00 | 3.378 | 11,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 67.061 | 12,33 | 8.155 | 11,56 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 43.578 | 16,52 | 5.915 | 29,54 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 133 | 0,00 | 18 | 12,50 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 4.116 | 0,34 | 559 | 12,05 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 2.410 | 1,82 | 327 | 13,94 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 33 | 0,00 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 18.123 | 5,07 | 2.460 | 17,26 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 3.831 | 0,18 | 520 | 11,85 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 29.724 | 99,17 | 3.995 | 120,18 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 9.841 | -0,32 | 1.336 | 11,25 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 33.666 | -3,71 | 4.569 | 7,48 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 24.130 | -3,63 | 3.275 | 7,56 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 7.214 | -3,35 | 979 | 7,94 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 204.873 | 10,45 | 27.805 | 23,27 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 8.893 | -12,67 | 1.207 | -2,58 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 244 | -54,31 | 33 | -48,44 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 27.592 | 6,10 | 3.745 | 18,41 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 1.736 | 236 | ||||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 17.827 | -4,93 | 2.168 | -5,62 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 15.394 | 707,66 | 2.089 | 804,33 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 7 | -61,11 | 1 | -100,00 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 10.000 | 0,00 | 1.357 | 11,60 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 11.233 | -2,22 | 1.525 | 9,09 | ||||
| 2026-04-08 | 13F | Woodstock Corp | 16.180 | 0,00 | 2.196 | 11,59 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 2.237 | 304 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 23.329 | 2,03 | 3.166 | 13,88 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 902.142 | 22,10 | 122.440 | 36,24 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 446 | 0,68 | 61 | 13,21 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 11.951 | 0,63 | 1.622 | 12,26 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 415 | 0,00 | 56 | 12,00 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 4.379 | 18,35 | 594 | 32,29 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 2.554 | 0,00 | 342 | 9,62 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 2.118 | -11,19 | 287 | -1,03 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 3.984 | 0,00 | 541 | 11,57 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 21.615 | -19,75 | 2.934 | -10,44 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 323 | 44 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2.991 | 406 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 40 | 0,00 | 5 | 25,00 | ||||
| 2026-04-20 | 13F | Hixon Zuercher, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 17.166 | 26,85 | 2.330 | 41,58 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 90 | 12 | ||||||
| 2026-04-09 | 13F | Keystone Financial Planning, Inc. | 20.530 | -27,98 | 2.786 | -19,62 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 4.990 | 0,00 | 677 | 11,72 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 840 | 38,84 | 114 | 56,16 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 2.508 | 340 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 32 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 12.126 | -13,60 | 1.646 | -3,58 | ||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 3.311 | -3,30 | 449 | 7,93 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 7.161 | 8,19 | 871 | 7,41 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 3.235 | 1,25 | 0 | |||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 17.578 | -0,90 | 2.386 | 10,57 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 3.182 | 0,00 | 432 | 11,66 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 6.674 | 0,00 | 906 | 11,59 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 13.259 | 0,00 | 1.800 | 11,60 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 6.438 | 42,91 | 874 | 59,60 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6.882 | 55,10 | 934 | 73,28 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 84 | 0,00 | 11 | 10,00 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 43.035 | -1,28 | 5 | 0,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 7.340 | 996 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 2.031 | 11,29 | 276 | 24,43 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1.845 | -2,95 | 250 | 8,23 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 33.726 | 3,18 | 4.577 | 15,14 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 18.211 | 2.472 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3.067 | -7,87 | 416 | 2,97 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 3.372 | 0,00 | 458 | 11,46 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 5.378 | -18,37 | 730 | -8,99 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 244.482 | 9,38 | 33.181 | 22,07 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 8.245 | 0,00 | 1.119 | 11,68 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 4.711 | -10,83 | 639 | -0,47 | ||||
| 2026-05-14 | 13F | Prudential Plc | 157.000 | 21.308 | ||||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 55.730 | 2,03 | 7.564 | 13,87 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 180 | 24 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 11.219 | 11,51 | 1.523 | 24,45 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 1.530 | 208 | ||||||
| 2026-04-28 | 13F | Townsend & Associates, Inc | 264.119 | -13,30 | 35.078 | -9,28 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | M&t Bank Corp | 660.009 | -4,01 | 89.576 | 7,13 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 6.991 | -3,53 | 1 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.190.571 | 32,58 | 161.584 | 47,96 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 47.030 | 6.301 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 435 | 59 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 156.153 | 2,30 | 21.193 | 14,18 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 109.626 | 8,26 | 14.878 | 20,83 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 8.492 | 6,36 | 1.137 | 17,11 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 32.716 | -29,66 | 4.440 | -21,50 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | FC Advisory LLC | 21.312 | -1,70 | 2.892 | 9,71 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.842 | 929 | ||||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 13.813 | -1,26 | 1.875 | 10,17 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 16.315 | -0,45 | 2.214 | 11,14 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.299 | -0,73 | 719 | 10,79 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 7.317 | 1,53 | 993 | 13,36 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 167.959 | 5.060,03 | 22.795 | 5.670,89 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.461 | 196 | ||||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 3.280 | 0,00 | 445 | 11,81 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 16.132 | -0,33 | 2.189 | 11,23 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 2.675 | -88,56 | 363 | -87,23 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 1.952 | 0,10 | 265 | 11,39 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 32.022 | 0,23 | 4.346 | 11,87 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17.816 | -13,27 | 2.418 | -3,20 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1.841 | 0,00 | 250 | 11,66 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 159 | 0,00 | 22 | 10,53 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 8.839 | 1,07 | 1.200 | 12,79 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 50.616 | -4,98 | 6.870 | 6,05 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 42.070 | 8,85 | 6 | 25,00 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 60 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 18.458 | -1,82 | 2.505 | 9,58 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 686.666 | 0,68 | 93.194 | 12,36 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 55.262 | -0,20 | 7.500 | 11,39 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 78.016 | 0,53 | 10.589 | 11,61 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 26.771 | 1.120,19 | 3.633 | 1.265,79 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 2.029 | 0,00 | 275 | 11,79 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 23.551 | -0,73 | 3.196 | 10,78 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 26.507 | -3,01 | 3.598 | 8,25 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.062 | 5,57 | 144 | 18,03 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 42.841 | 15,19 | 5.814 | 28,57 | ||||
| 2026-04-23 | 13F | Simmons Bank | 176.184 | -10,11 | 23.911 | 0,32 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 3.691 | 0,38 | 501 | 11,86 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 3.600 | 0,00 | 489 | 11,67 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 1.000 | 0,00 | 136 | 11,57 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 2.516 | 341 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 482 | 0,00 | 65 | 12,07 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 1.799 | -4,10 | 244 | 7,02 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4.612 | 6,02 | 626 | 18,37 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 243 | 0,00 | 33 | 13,79 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 9.129 | -9,60 | 1.241 | 0,90 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 21.514 | -0,49 | 2.920 | 11,03 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1.765 | 240 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 17.542 | -3,24 | 2.381 | 7,98 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 1.727 | -22,45 | 234 | -13,33 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 573 | 0,00 | 78 | 11,59 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 6.073 | 2,91 | 824 | 14,92 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 282.746 | 3,48 | 34.385 | 3,48 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 15 | 2 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 19.168 | -0,75 | 2.601 | 10,78 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 250 | 0,00 | 34 | 10,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 52.736 | 13,51 | 7.143 | 26,45 | ||||
| 2026-05-11 | 13F | White Pine Capital Llc | 7.473 | -16,53 | 1.014 | -6,80 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 2.276 | -6,34 | 309 | 4,41 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 3.226 | 0,06 | 438 | 11,48 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 64.628 | 2.676,12 | 8.771 | 2.999,29 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 3.278 | 0,00 | 445 | 11,56 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 39.698 | 1,28 | 5.388 | 13,03 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 7.081 | 174,03 | 961 | 205,73 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 9.170 | 0,64 | 1.245 | 12,27 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 580 | 400,00 | 16 | 7,14 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 5.746 | 4,68 | 770 | 15,29 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | STAR Financial Bank | 2.008 | -92,79 | 273 | -91,97 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 2.841 | -16,44 | 386 | -6,78 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 63.021 | -3,55 | 8.553 | 7,64 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 1.893 | 0,00 | 257 | 11,30 | ||||
| 2026-05-15 | 13F | Whalerock Point Partners, Llc | 1.756 | 0,00 | 238 | 11,74 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 662 | 12,97 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 4.745 | -6,54 | 644 | 4,21 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 3.199 | 0,00 | 434 | 11,57 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 7.790 | 12,39 | 1.043 | 21,30 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 2.404 | -0,62 | 319 | 8,16 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 1.816 | -15,96 | 246 | -6,11 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 7.069 | 0,00 | 959 | 11,64 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 104.488 | 3.769,93 | 14.181 | 4.223,48 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 305 | 41 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 8.551 | -3,47 | 1.161 | 7,71 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 7.910 | -0,68 | 1.074 | 10,85 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 448 | 61 | ||||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 52 | 0,00 | 7 | 16,67 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 3.738 | -3,49 | 507 | 7,87 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 20.282 | 6,07 | 2.753 | 18,37 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 12.366 | 0,90 | 1.678 | 12,62 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 3.496 | 0,00 | 474 | 11,53 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 1.681 | -38,36 | 228 | -31,12 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 1.817 | -18,59 | 247 | -9,23 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 91 | 0,00 | 12 | 0,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 29.228 | 0,10 | 3.967 | 29,57 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 100.702 | 2,33 | 13.667 | 14,21 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 22.558 | -1,35 | 3.062 | 10,11 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 14.158 | -7,18 | 1.922 | 3,61 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2 | 0 | ||||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 19.428 | -2,08 | 2.637 | 9,29 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 22.139 | 3.005 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 28.049 | 52,45 | 3.807 | 70,14 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 64 | 0,00 | 9 | 14,29 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 450 | 0,00 | 61 | 12,96 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 63.898 | 11,02 | 8.672 | 23,90 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 8.021 | 0,00 | 1.089 | 11,59 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 868 | -25,04 | 118 | -16,43 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 4.790 | -5,54 | 650 | 5,52 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 1.910 | 0,63 | 259 | 12,61 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 633 | 86 | ||||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 36.844 | 4,45 | 5.000 | 16,58 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 29.498 | 0,28 | 4.003 | 11,91 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 4.902 | 0,04 | 665 | 11,76 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 100 | 0,00 | 14 | 8,33 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 32.398 | -0,32 | 4.397 | 11,23 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 1.616 | 219 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 6.127 | 10,78 | 832 | 23,66 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 3.079 | 0,00 | 418 | 11,50 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 576.725 | -2,58 | 78.273 | 8,72 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 18.821 | -6,01 | 2.554 | 4,89 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 1.661 | 0,00 | 225 | 11,94 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 4.186 | 148,72 | 568 | 178,43 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 3.750 | 0,00 | 509 | 11,40 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 25.773 | 2,94 | 3.498 | 14,88 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 31.337 | 843 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 19.945 | -27,38 | 2.707 | -18,96 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4.024 | -2,00 | 546 | 9,42 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 5.948 | 3,05 | 807 | 15,12 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 3.909 | 0,00 | 531 | 11,58 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1.150 | 0,00 | 140 | 18,80 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 4.962 | -7,56 | 673 | 3,22 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 31.764 | 553,31 | 862 | 45,85 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 6.926 | 940 | ||||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 10.767 | -25,93 | 1.461 | -17,32 | ||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 5.802 | 9,08 | 788 | 21,83 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 1.823 | 0,00 | 247 | 11,76 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 53.509 | 9,11 | 7.262 | 21,76 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 6.271 | 0,00 | 851 | 11,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 2.600 | -97,90 | 353 | -97,67 |
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