IAUCL - iShares Gold Trust Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

iShares Gold Trust
CL ˙ SNSE ˙ US4642852044
Grundlæggende statistik
Institutionelle ejere 1979 total, 1969 long only, 0 short only, 10 long/short - change of 3,44% MRQ
Gennemsnitlig porteføljeallokering 0.9715 % - change of 6,19% MRQ
Institutionelle aktier (lange) 395.243.165 (ex 13D/G) - change of -41,77MM shares -9,56% MRQ
Institutionel værdi (lang) $ 33.255.541 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Gold Trust (CL:IAUCL) har 1979 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 395,243,165 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, UBS Group AG, Fmr Llc, Wells Fargo & Company/mn, LPL Financial LLC, Envestnet Asset Management Inc, Jpmorgan Chase & Co, BlackRock, Inc., and Citigroup Inc .

iShares Gold Trust (SNSE:IAUCL) 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

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Se Højest rangerende aktier
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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 for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
2026-05-04 13F One Wealth Capital Management, Llc 11.186 -64,55 967 -62,24
2026-04-13 13F 5T Wealth, LLC 29.277 -30,45 2.581 -24,62
2026-05-08 13F Banco Santander, S.A. 15.300 0,00 1.349 8,62
2026-05-15 13F Toroso Investments, LLC 6.356 547
2026-05-05 13F D.a. Davidson & Co. 72.213 12,76 6.366 22,47
2026-05-01 13F Reuter James Wealth Management, Llc 386.566 -35,70 34.080 -30,17
2026-05-04 13F Stirlingshire Investments, Inc. 2.461 -37,57 217 -32,29
2026-05-15 13F Toroso Investments, LLC Call 2.100 185
2026-05-07 13F Vision Retirement, LLC 4.319 -17,09 381 -9,95
2026-02-05 13F Tucker Asset Management Llc 155 13
2026-01-22 13F AllGen Financial Advisors, Inc. 378.708 3,45 30.740 15,39
2026-04-17 13F Hanson & Doremus Investment Management 12.656 -1,38 1 0,00
2026-04-27 13F Strathmore Capital Advisors, Inc. 50.659 -12,72 4.496 -4,59
2026-04-22 13F Atwater Malick LLC 4.357 -16,72 384 -9,43
2026-04-10 13F Impact Capital Partners LLC 3.098 -15,98 273 -8,70
2026-04-28 13F ORG Wealth Partners, LLC 153 188,68 13 225,00
2026-05-05 13F Smith, Moore & Co. 96.218 8.483
2026-01-07 13F Yeomans Consulting Group, Inc. 331.438 -8,99 26.903 1,36
2026-05-13 13F Crews Bank & Trust 1.350 0,00 119 9,17
2026-04-28 13F Peak Financial Management, Inc. 3.013 -6,89 266 1,15
2026-04-30 13F Financial Freedom, LLC 951 8,69 84 16,90
2026-05-05 13F BCGM Wealth Management, LLC 27.086 -61,49 2.388 -58,19
2026-05-13 13F Inlet Private Wealth, LLC 34.242 -12,04 3.019 -4,46
2026-05-14 13F Us Bancorp \de\ 244.880 -42,12 21.589 -37,14
2026-04-10 13F Atala Financial Inc 16.262 0,00 1.454 10,16
2026-04-10 13F Centurion Wealth Management LLC 32.559 -11,23 2.870 -3,59
2026-04-20 13F Jfs Wealth Advisors, Llc 8.998 -36,29 793 -30,80
2026-05-12 13F Chesapeake Asset Management Llc 701 0,00 62 8,93
2026-04-16 13F Triad Wealth Partners, LLC 79.455 -47,79 7.005 -43,30
2026-05-04 13F Barrett & Company, Inc. 1.000 -0,79 88 8,64
2026-05-11 13F Blue Bell Private Wealth Management, Llc 5.461 0,00 481 8,58
2026-04-27 13F JB Capital LLC 135.910 -65,37 11.982 -62,39
2026-04-27 13F Greenleaf Trust 11.555 33,80 1.019 45,43
2026-04-28 13F Astoria Portfolio Advisors LLC. 8.638 0,00 761 -10,69
2026-04-13 13F Plan Group Financial, LLC 69.136 21,23 6.095 31,70
2026-05-15 13F Silver Grove Financial Group, Inc. 118 10
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 3.303 32,49 291 44,06
2026-02-17 13F D. E. Shaw & Co., Inc. 0 -100,00 0 -100,00
2026-04-09 13F Tompkins Financial Corp 0 -100,00 0
2026-04-21 13F Hippocratic Financial Advisors, LLC 2.492 220
2026-04-24 13F Financial Life Planners 675 60
2026-04-23 13F Sawyer & Company, Inc 135 0,00 12 10,00
2026-05-13 13F Sherman Porfolios, Llc 4.279 0,00 377 8,65
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 1.099 0,00 97 7,87
2026-05-12 13F Alaethes Wealth LLC 39.989 1,02 3.525 9,71
2026-04-08 13F Thompson Investment Management, Inc. 1.362 0,00 120 9,09
2026-04-17 13F/A Founders Financial Securities Llc 5.269 0,92 473 11,58
2026-05-08 13F Guidance Capital, Inc 24.797 -37,49 2.125 -42,14
2026-04-29 13F Richmond Investment Services, LLC 2.537 -59,91 224 -56,53
2026-05-12 13F Werba Rubin Papier Wealth Management 11.443 0,00 1.009 8,62
2026-05-11 13F TD Capital Management LLC 130 0,00 11 10,00
2026-05-13 13F Tobias Financial Advisors, Inc. 3.172 280
2026-05-04 13F Mml Investors Services, Llc 1.131.583 -46,29 99.760 -41,66
2026-05-05 13F Putnam Fl Investment Management Co 146.251 11,76 12.893 21,39
2026-05-06 13F Cornerstone Planning Group LLC 11.849 -51,01 1.015 -58,54
2026-04-28 13F Winthrop Capital Management, LLC 3.422 0,00 0
2026-01-07 13F Harbour Capital Advisors, LLC 0 -100,00 0
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 126.520 448,97 11.154 494,25
2026-05-14 13F Tempo Wealth, LLC 4.908 0,00 433 8,54
2026-05-15 13F CI Private Wealth, LLC 604.035 -11,15 31.407 -43,12
2026-04-22 13F Aspire Private Capital, LLC 2.895 -64,65 255 -61,60
2026-04-22 13F Coston, McIsaac & Partners 0 -100,00 0
2026-05-15 13F Larch Capital Partners Llc 92.812 8.182
2026-05-18 13F Hamilton Wealth, LLC 742.179 170,80 65.431 194,13
2026-04-20 13F Centennial Wealth Advisory LLC 2.387 210
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 523 0,00 46 9,52
2026-06-03 13F DBK Financial Counsel, LLC 4.821 -12,62 425 -4,92
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-29 13F Kaydan Wealth Management, Inc. 177.975 -58,76 15.690 -55,21
2026-04-24 13F Cassia Capital Partners, LLC 2.466 217
2026-05-13 13F Fiduciary Family Office, Llc 5.249 0,00 463 8,45
2026-04-28 13F Tempus Wealth Planning, LLC 3.688 -15,16 325 -7,67
2026-05-01 13F Jmac Enterprises Llc 90.967 0,85 8.020 9,53
2026-04-01 13F Bangor Savings Bank 247 0,00 22 5,00
2026-04-29 13F Sageworth Trust Co 22.496 0,00 1.983 8,60
2026-04-08 13F Cadent Capital Advisors, LLC 21.168 -56,84 1.866 -53,13
2026-04-22 13F JNBA Financial Advisors 130.749 -8,38 11.527 -0,50
2026-04-14 13F Zrc Wealth Management, Llc 216 19
2026-04-29 13F Cary Street Partners Financial Llc 18.763 1,74 1.654 10,49
2026-05-13 13F South Plains Financial, Inc. 1.373 0,00 121 9,01
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 3.462 -91,48 305 -90,75
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 12.537 -60,12 1.105 -56,68
2026-05-08 13F Private Advisory Group LLC 4.850 -17,80 428 -10,67
2026-05-15 13F White Knight Strategic Wealth Advisors, LLC 0 -100,00 0
2026-05-05 13F Marks Group Wealth Management, Inc 26.358 -2,72 2.324 5,64
2026-05-11 13F Strengthening Families & Communities, LLC 14.457 1.275
2026-05-15 13F Jones Financial Companies Lllp 647.978 57,90 55.062 65,30
2026-05-11 13F Elevation Wealth Management LLC 2.350 -15,01 207 -7,59
2026-05-11 13F Wells Fargo & Company/mn 13.187.635 0,39 1.162.622 9,03
2026-05-08 13F Asset Management One Co., Ltd. 23.250 -22,63 2.050 -16,16
2026-05-11 13F Wells Fargo & Company/mn Put 35.500 3.130
2026-04-24 13F Root Financial Partners, LLC 6.920 129,75 610 150,00
2026-04-30 13F First Horizon Corp 23.011 -10,95 2.029 -3,29
2026-05-14 13F Hilltop Holdings Inc. 50.998 13,67 4.496 23,46
2026-05-15 13F Envision Financial Planning, LLC 5.667 9,80 500 19,38
2026-05-15 13F Strive Financial Group ,LLC 154 170,18 14 250,00
2026-05-05 13F Clarity Asset Management, Inc. 402 35
2026-05-14 13F Baird Financial Group, Inc. 1.348.186 -1,97 118.856 6,47
2026-04-30 13F Winch Advisory Services, LLC 8.275 -1,19 730 7,36
2026-05-15 13F MidFirst Bank 515 0,00 45 9,76
2026-04-15 13F Radnor Capital Management, LLC 2.270 200
2026-04-20 13F Inscription Capital, LLC 86.051 -5,10 7.586 3,07
2026-02-12 13F Litman Gregory Asset Management LLC 287 23
2026-05-08 13F Maia Wealth LLC 17.003 -5,96 1.499 -10,41
2026-04-21 13F Trevian Wealth Management LLC 2.750 242
2026-04-29 13F Duncker Streett & Co Inc 730 0,69 64 10,34
2026-05-15 13F IHT Wealth Management, LLC 129.044 45,13 11.376 57,63
2026-05-05 13F SOUTH STATE Corp 6.773 -26,51 597 -20,19
2026-05-12 13F Alerus Financial Na 13 0,00 1 0,00
2026-05-01 13F Sage Private Wealth Group, Llc 186.995 0,35 16.485 8,99
2026-05-07 13F Fedenia Advisers LLC 9.276 -42,22 818 -37,30
2026-05-11 13F Bailard, Inc. 46.963 0,51 4.140 9,18
2026-04-20 13F CWA Asset Management Group, LLC 9.022 -17,15 795 -9,97
2026-04-28 13F Berger Financial Group, Inc Call 62 41,86
2026-05-02 13F Auxano Advisors, LLC 14.460 -13,21 1.275 -5,77
2026-05-07 13F Advisor Resource Council 10.977 0,01 968 0,73
2026-04-28 13F Berger Financial Group, Inc 19.052 11,81 1.680 21,40
2026-05-14 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-01-29 13F Comerica Bank 518.042 56,57 42.049 74,64
2026-05-12 13F Ruggiero Investments, Inc. 2.928 0,00 258 8,86
2026-05-14 13F RMG Wealth Management LLC 49 2
2026-05-07 13F Commonwealth Financial Services, LLC 2.834 0,00 250 8,26
2026-05-13 13F GLR Partners, LLC 11.970 1.055
2026-04-28 13F Golden State Wealth Management, LLC 9.398 37,64 829 49,46
2026-05-04 13F Pacific Point Advisors, LLC 68.862 0,00 6.071 8,61
2026-04-08 13F Exchange Bank 11.677 16,90 1.029 27,04
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 3.776 1,45 333 9,93
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 9.548 842
2026-04-14 13F West Branch Capital LLC 6.630 0,00 585 8,55
2026-05-13 13F Rhl Group, Llc 43 -99,74 4 -99,78
2026-05-14 13F Mill Creek Capital Advisors, LLC 240.917 18,51 21.239 28,72
2026-04-06 13F CX Institutional 5.406 -14,50 0
2026-05-14 13F Diversified Enterprises, LLC 3.574 -3,64 315 4,65
2026-04-28 13F Kanawha Capital Management Llc 28.763 16,30 2.536 26,31
2026-04-13 13F Foster Group, Inc. 5.006 -2,34 441 6,01
2026-04-20 13F Focused Wealth Management, Inc 3.845 -5,37 339 2,74
2026-05-12 13F Bear Mountain Capital, Inc. 63 0,00 6 0,00
2026-05-14 13F Emory University 1.184.463 -0,00 104.422 8,61
2026-05-14 13F Bridgewater Advisors Inc. 4.323 -2,53 381 -5,46
2026-05-04 13F Oasis Advisors, LLC 121.602 10.720
2026-05-13 13F Boston Family Office Llc 12.420 47,49 1
2026-04-27 13F HB Wealth Management, LLC 206.417 -0,20 18.198 8,39
2026-04-21 13F Founders Capital Management 710 0,00 63 8,77
2026-05-13 13F Clearbridge Investments, LLC 7.701 0,00 679 8,48
2026-04-17 13F Outlook Wealth Advisors, LLC 24.145 0,41 2.129 9,07
2026-05-12 13F Bellwether Advisors, LLC 79.766 7.032
2026-05-12 13F Hanlon Investment Management, Inc. 0 -100,00 0
2026-05-18 13F Twin Lakes Capital Management, LLC 5.969 -5,09 526 3,14
2026-02-17 13F Snowden Capital Advisors LLC 66.443 6,64 5.393 18,95
2026-04-22 13F Bravera Wealth 1.520 0,00 134 8,94
2026-05-13 13F Visionary Wealth Advisors 7.905 3,17 697 12,08
2026-05-13 13F BCJ Capital Management, LLC 44.414 -73,97 3.916 -71,73
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 81.474 1,65 7.183 10,41
2026-05-15 13F Inspire Advisors, LLC 3.523 311
2026-04-14 13F Retirement Management Systems Inc. 5.343 -15,35 471 -8,01
2026-04-24 13F James Investment Research Inc 284.994 -16,02 25.125 -8,78
2026-05-13 13F Ubs Asset Management Americas Inc 1.800.107 264,97 158.697 296,41
2026-05-07 13F Omnia Family Wealth, LLC 126.607 -0,17 11.162 8,42
2026-05-11 13F Fourth Dimension Wealth, LLC 449 0,00 40 8,33
2026-05-06 13F Atlantic Trust, LLC 27.086 -4,82 2.388 3,33
2026-04-22 13F Wallington Asset Management, LLC 278.308 -2,10 24.536 6,33
2026-05-14 13F Financial Sense Advisors, Inc. 80.663 21,98 7.111 32,49
2026-04-21 13F Avaii Wealth Management, Llc 119.780 -4,91 10.560 3,28
2026-05-15 13F Permanens Capital L.P. 1.885.466 67,98 166.221 82,44
2026-05-13 13F Hardman Johnston Global Advisors LLC 3.600 0,00 317 8,56
2026-05-14 13F Hazlett, Burt & Watson, Inc. 7.769 3,16 1
2026-05-15 13F Brown Advisory Inc 209.616 4,34 18.480 13,32
2026-05-15 13F MAI Capital Management 751.879 0,56 66.286 9,22
2026-04-29 13F Staley Capital Advisers Inc 9.376 -1,06 827 7,41
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 63.309 -0,31 5.581 8,26
2026-04-15 13F Cranbrook Wealth Management, LLC 92.892 -10,18 8.189 -2,44
2026-04-23 13F waypoint wealth counsel 74.796 -6,88 6.594 1,15
2026-05-11 13F RiverFront Investment Group, LLC 2.369 209
2026-04-15 13F Merit Financial Group, LLC 595.990 -8,19 52.542 -0,28
2026-04-21 13F Decker Retirement Planning Inc. 899 -52,86 79 -48,70
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 132.503 -0,71 11.333 7,81
2026-05-14 13F Courage Capital Management Llc 28.000 0,00 2 0,00
2026-05-11 13F Salomon & Ludwin, LLC 438 0,00 39 5,56
2026-05-13 13F Cercano Management LLC 254.300 -48,89 22.419 -44,48
2026-05-22 13F Independent Wealth Advisors LLC 42.516 -4,99 3.748 3,19
2026-05-12 13F Cascade Financial Partners, LLC 15.492 0,00 1.366 8,59
2026-04-14 13F LifeGoal Wealth Advisors 3.492 22,01 313 34,91
2026-05-06 13F World Equity Group, Inc. 7.612 -25,50 671 -19,06
2026-04-28 13F Walkner Condon Financial Advisors LLC 37.154 -2,77 3.275 5,61
2026-02-13 13F Colony Group, LLC 1.083.477 118,73 87.925 142,62
2026-04-24 13F Ledyard National Bank 3.171 0,00 280 8,56
2026-04-22 13F Avantra Family Wealth, Inc. 0 -100,00 0
2026-05-04 13F Schnieders Capital Management, Llc. 2.592 -60,07 229 -56,65
2026-04-10 13F Armstrong Advisory Group, Inc 1.105 0,00 97 8,99
2026-05-05 13F IMC-Chicago, LLC 27.860 2.456
2026-05-05 13F Cullen/frost Bankers, Inc. 2.239 1,91 197 10,67
2026-02-17 13F High Falls Advisors, Inc 122.904 -1,66 9.976 9,70
2026-05-14 13F Safeguard Investment Advisory Group, LLC 3.044 268
2026-05-12 13F CIBC Bancorp USA Inc. 2.700.347 1,48 237.833 22,82
2026-05-13 13F Transcend Wealth Collective, Llc 18.047 0,52 1.591 9,20
2026-05-14 13F SlateStone Wealth, LLC 21.438 -4,77 2 0,00
2026-04-17 13F Essex Savings Bank 10.126 -5,36 893 2,76
2026-04-22 13F J. L. Bainbridge & Co., Inc. 4.195 17,31 370 27,24
2026-05-12 13F M Holdings Securities, Inc. 49.018 -6,52 4 0,00
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-05-01 13F Mountain Hill Investment Partners Corp. 0 -100,00 0
2026-05-05 13F Journey Advisory Group, LLC 7.235 -0,56 638 7,97
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-05-15 13F Laird Norton Trust Company, Llc 51.679 6,78 4.556 15,99
2026-05-07 13F Tacita Capital Inc 7.777 0,00 686 8,56
2026-04-23 13F Farmers & Merchants Investments Inc 14.231 -0,73 1.255 7,82
2026-05-13 13F Cynosure Management, Llc 7.814 0,00 689 8,52
2026-05-13 13F Elm Partners Management LLC 6.210 5,01 527 9,79
2026-05-14 13F Signet Investment Advisory Group, Inc. 150.341 -2,92 13.254 5,44
2026-04-28 13F WJ Wealth Management, LLC 2.769 6,91 244 16,19
2026-05-15 13F Vance Wealth, Inc. 2.899 -9,15 256 -1,16
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 94.707 -49,80 8.349 -45,47
2026-05-04 13F Integrity Wealth Solutions LLC 3.536 0,86 312 9,51
2026-04-27 13F Smith & Howard Wealth Management, LLC 3.863 -11,03 341 -3,41
2026-04-13 13F Pettinga Financial Advisors, LLC 50.123 -59,83 4.419 -56,38
2026-04-28 13F Stephens Inc /ar/ 273.835 -4,45 24.141 3,78
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 960.561 -5,20 85 2,44
2026-04-14 13F Legacy Trust 3.465 305
2026-05-12 13F Advocacy Wealth Management Services, LLC 185.366 -51,03 16.342 -46,82
2026-04-22 13F Vicus Capital 26.754 -21,06 2.359 -14,25
2026-05-15 13F Rehmann Capital Advisory Group 106.252 -8,86 9.363 -1,04
2026-04-23 13F CWM Advisors, LLC 121 0,00 11 11,11
2026-05-15 13F Horizon Kinetics Asset Management Llc 8.566 0,00 755 8,63
2026-05-05 13F Plante Moran Financial Advisors, LLC 5.351 -79,75 472 -78,04
2026-02-11 13F Clifford Swan Investment Counsel Llc 0 -100,00 0
2026-05-15 13F Warren Averett Asset Management, LLC 109.260 17,87 9.632 28,02
2026-02-10 13F Principia Wealth Advisory, LLC 54.670 13,57 4.438 26,70
2026-05-12 13F Thoroughbred Financial Services, Llc 2.413 0
2026-05-12 13F/A Signature Securities Group Corporation 7.121 -16,84 628 -9,78
2026-04-15 13F Financial Management Professionals, Inc. 1.000 0,00 88 8,64
2026-05-13 13F Callan Family Office, LLC 107.808 1,34 9.504 10,06
2026-05-15 13F/A EverSource Wealth Advisors, LLC 666.445 -7,95 58.754 -0,02
2026-05-20 13F/A Arete Wealth Advisors, LLC 33.153 127,90 2.923 292.100,00
2026-05-07 13F Centerpoint Advisors, LLC 1.014 0,00 0
2026-05-14 13F Fca Corp /tx 2.666 0,00 235 8,80
2026-05-11 13F RWM Asset Management, LLC 2.511 0,00 221 -7,14
2026-05-14 13F Andrews Advisory Associates, LLC 15.290 -8,38 1.348 -0,52
2026-05-14 13F Rare Wolf Capital LLC 5.260 0,00 464 8,69
2026-05-11 13F WFA of San Diego, LLC 3.137 -12,40 277 -4,83
2026-05-11 13F Delta Asset Management Llc/tn 190 0,00 17 6,67
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 154.264 91,79 13.600 108,32
2026-05-01 13F Diversify Wealth Management, Llc 118.274 119,02 10.118 116,98
2026-04-08 13F Moulton Wealth Management, Inc 6.006 529
2026-04-22 13F TPG Advisors LLC 25.592 -16,02 2.256 -8,77
2026-04-13 13F Hm Payson & Co 761 0,00 67 9,84
2026-04-21 13F North Forty Two & Co. 11.054 0,45 975 9,07
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 53.797 15,26 4.743 25,18
2026-04-30 13F BRYN MAWR TRUST Co 615 23,00 54 35,00
2026-05-11 13F Hamrick Investment Counsel, llc 450 0,00 40 8,33
2026-05-12 13F Mainstay Capital Management Llc /adv 1.490.283 2,53 131.383 11,36
2026-05-06 13F Hamilton Point Investment Advisors, LLC 205.299 0,84 18.099 9,52
2026-05-12 13F Rathbone Brothers plc 53.130 -2,38 4.684 6,02
2026-04-15 13F Occidental Asset Management, LLC 2.787 246
2026-04-28 13F WESPAC Advisors, LLC 23.826 -29,21 2.100 -23,11
2026-05-05 13F UBS Group AG 15.300.061 70,80 1.348.853 85,51
2026-04-20 13F Brandywine Oak Private Wealth Llc 9.000 -0,86 793 7,74
2026-04-06 13F Old Port Advisors 142.136 -1,91 12.531 6,53
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-04-08 13F Arlington Trust Co LLC 36.756 0,00 3.240 8,62
2026-04-29 13F Rocky Mountain Advisers, Llc 400 0,00 35 9,38
2026-05-05 13F CPA Asset Management LLC 236.845 -4,92 20.880 3,27
2026-05-14 13F Cwm, Llc 766.371 -60,78 67.563 42.661,39
2026-05-13 13F Bank Of Montreal /can/ 429.338 7,30 37.850 16,54
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 2.833 2,20 250 11,16
2026-05-11 13F Pathstone Holdings, LLC 139.709 -1,55 12.317 6,93
2026-05-13 13F Petra Financial Advisors Inc 24.759 -0,36 2.183 8,23
2026-04-16 13F Upper Left Wealth Management, LLC 159.080 -14,45 14.024 -7,09
2026-05-13 13F Mairs & Power Inc 3.525 0,00 311 8,39
2026-04-23 13F Interchange Capital Partners, LLC 43.470 -30,64 2.558 -49,72
2026-04-14 13F Lee-Kelleher Wealth Management 2.571 0,00 227 8,65
2026-05-11 13F POM Investment Strategies, LLC 42 -80,28 4 -82,35
2026-05-12 13F Anfield Capital Management, LLC 181 16
2026-04-14 13F Sterling Investment Advisors Llc /adv 8.061 -0,12 711 8,40
2026-04-13 13F Mkd Wealth Coaches, Llc 4.654 0,00 410 8,75
2026-04-28 13F Stratos Wealth Advisors, LLC 32.123 -7,72 2.832 0,21
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 560 0,00 49 8,89
2026-05-14 13F Jacobi Capital Management LLC 19.231 -0,52 1.695 8,03
2026-05-12 13F Icon Wealth Advisors, LLC 71.749 -59,27 6.138 -57,08
2026-05-07 13F Prentiss Smith & Co Inc 5.391 0,00 475 8,70
2026-05-04 13F Y.D. More Investments Ltd 0 -100,00 0
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 15.492 0,28 1.366 8,94
2026-04-20 13F Independent Wealth Network Inc. 15.982 -7,12 1.409 0,86
2026-05-04 13F Westside Investment Management, Inc. 20.468 10.134,00 1.804 11.175,00
2026-04-29 13F Montag A & Associates Inc 1.000 0,00 88 8,64
2026-05-14 13F Cowa, Llc 30.264 -27,95 2.668 -21,74
2026-05-04 13F Texas Yale Capital Corp. 10.600 0,00 934 8,60
2026-04-16 13F True Vision MN LLC 14.044 -61,89 1.238 -58,60
2026-04-20 13F Longview Financial Advisors, Inc. 333 29
2026-04-30 13F Private Harbour Investment Management & Counsel, LLC 181.588 -2,21 16.009 6,20
2026-04-20 13F Dopkins Wealth Management, Llc 2.866 -31,53 253 -25,66
2026-04-02 13F Fulcrum Equity Management 4.560 2,10 402 11,05
2026-05-15 13F Weaver Consulting Group 3.064 0,69 270 9,31
2026-05-07 13F AlTi Global, Inc. 1.566.989 -1,34 138.146 7,16
2026-05-15 13F Resources Management Corp /ct/ /adv 1.319 0,00 0
2026-05-13 13F Moon Capital Management Lp 1.559.604 0,00 137.495 8,61
2026-04-29 13F CFS Investment Advisory Services, LLC 4.637 -11,84 424 -0,70
2026-05-12 13F Moneta Group Investment Advisors Llc 29.011 -14,49 2.558 -7,15
2026-04-13 13F Compass Ion Advisors, LLC 8.520 2,72 751 11,59
2026-04-15 13F Perkins Coie Trust Co 35.110 0,00 3.095 8,60
2026-05-01 13F Midwest Trust Co 155.781 6,35 13.734 15,51
2026-05-06 13F Euro Pacific Asset Management, LLC 7.752 -27,96 1
2026-05-05 13F Philadelphia Investment Partners, LLC 22.404 1.975
2026-05-05 13F Black Diamond Financial, LLC 9.605 1,08 847 9,73
2026-05-06 13F Arcus Capital Partners, LLC 3.002 0,00 265 8,64
2026-05-06 13F Kiker Wealth Management, LLC 6.563 579
2026-05-01 13F Blume Capital Management, Inc. 920 0,00 81 9,46
2026-05-14 13F Fort Point Capital Partners LLC 17.814 21,07 1.570 23,14
2026-04-30 13F Independence Bank of Kentucky 900 -18,48 79 -11,24
2026-05-08 13F Westview Management dba Westview Investment Advisors 0 -100,00 0
2026-04-27 13F Evolution Wealth Management Inc. 432 40,26 38 52,00
2026-05-07 13F West Family Investments, Inc. 384.343 -8,96 34.067 -1,07
2026-05-14 13F HighPoint Advisor Group LLC 38.836 -2,00 3.424 6,44
2026-04-21 13F Magnolia Private Wealth, LLC 5.221 68,69 460 83,27
2026-04-20 13F Courier Capital Llc 42.659 -10,46 3.761 -2,77
2026-05-04 13F Rogco, Lp 148.000 -30,20 13.048 -24,19
2026-05-05 13F Woodmont Investment Counsel Llc 5.187 0,00 457 8,55
2026-04-06 13F Sincerus Advisory, LLC 5.133 -0,98 453 7,62
2026-04-09 13F Chemistry Wealth Management LLC 345.594 -1,04 30.468 7,48
2026-05-12 13F Atlantic Union Bankshares Corp 7.815 -9,85 689 -2,13
2026-05-04 13F Alta Wealth Advisors LLC 3.744 25,85 330 36,93
2026-04-20 13F Sowell Financial Services LLC 154.152 -24,65 13.590 -18,16
2026-04-17 13F First National Bank Sioux Falls 2.474 0,00 223 11,50
2026-05-12 13F Graham Capital Wealth Management, Llc 11.758 -2,28 1.037 6,15
2026-05-15 13F Destination Wealth Management 3.036 20,62 268 30,88
2026-04-21 13F Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100,00 0
2026-05-06 13F Keystone Financial Services 25.673 -60,63 2.263 -57,24
2026-05-06 13F Assetmark, Inc 843.005 -19,28 74.319 -12,32
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 3.614.120 -45,31 318.621 -40,61
2026-05-13 13F Keystone Financial Group 52.609 -48,24 4.638 -43,79
2026-04-24 13F Private Advisor Group, LLC 231.074 -10,01 20.371 -2,26
2026-04-24 13F Private Advisor Group, LLC Call 1.000 -33,33 4 -70,00
2026-04-28 13F Blossom Wealth Management 18.443 4,11 1.626 13,08
2026-05-05 13F Bcm Advisors, Llc 3.133 -14,40 266 -22,45
2026-05-11 13F Commerce Bank 279.622 63,62 24.651 77,72
2026-04-17 13F James J. Burns & Company, LLC 3.435 0,00 303 8,63
2026-04-16 13F CPR Investments Inc. 109.312 56,24 9.637 69,71
2026-05-07 13F Legacy Wealth Managment, LLC/ID 41 105,00 4 200,00
2026-04-30 13F Commons Capital, Llc 0 -100,00 0
2026-05-04 13F Calamos Wealth Management LLC 6.588 46,86 581 59,34
2026-05-15 13F 44 Wealth Management Llc 4.192 370
2026-05-05 13F Caldwell Securities, Inc 0 -100,00 0 -100,00
2026-04-22 13F Joel Isaacson & Co., LLC 4.515 0,00 398 8,74
2026-04-07 13F G&S Capital LLC 2.830 0,00 249 8,73
2026-04-15 13F Optivise Advisory Services LLC 10.441 -8,07 921 -0,11
2026-04-28 13F Bogart Wealth, LLC 11.083 0,00 977 8,68
2026-05-15 13F Compass Wealth Management, LLC/GA 13.838 -6,11 1.220 1,92
2026-04-30 13F Relyea Zuckerberg Hanson LLC 31.820 1,00 2.805 9,70
2026-05-04 13F Lifeworks Advisors, LLC 208.507 -8,67 18.382 -0,81
2026-05-08 13F McAdam, LLC 12.784 16,35 1.127 26,49
2026-02-17 13F Main Street Financial Solutions, LLC 32.020 -11,82 2.599 -1,63
2026-05-14 13F Pennington Partners & Co., Llc 10.062 0,00 887 8,70
2026-04-21 13F Morton Capital Management LLC/CA 151.645 -6,56 13.369 1,49
2026-05-12 13F Centric Wealth Management 3.564 -0,36 303 -3,51
2026-04-14 13F Beacon Investment Advisory Services, Inc. 971.659 4,88 85.661 13,91
2026-04-24 13F Whelan Financial 6.914 98,74 610 115,96
2026-05-14 13F Bridgewealth Advisory Group, LLC 26.950 -23,65 2.376 -17,10
2026-05-13 13F Alpha Financial Partners, LLC 13.595 4,90 1.199 13,99
2026-04-30 13F Simplicity Wealth,LLC 19.568 -45,66 1.725 -40,99
2026-04-10 13F Magnus Financial Group LLC 9.006 38,87 794 50,76
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2026-05-05 13F Compass Financial Group, Inc. 42.339 -1,47 3.733 7,00
2026-05-11 13F MainStreet Investment Advisors LLC 13.822 -4,15 1.219 4,10
2026-04-21 13F Systelligence, LLC 35.457 -61,62 3.126 -58,33
2026-04-20 13F Arta Finance Wealth Management LLC 23.440 36,33 2.066 48,10
2026-04-22 13F Janney Montgomery Scott LLC 874.505 -36,09 77 -30,63
2026-04-10 13F High Probability Advisors, LLC 2.705 238
2026-04-06 13F GAMMA Investing LLC 5.261 160,32 464 182,32
2026-05-15 13F Perennial Investment Advisors, LLC 37.466 -41,59 3.303 -36,57
2026-05-15 13F Ascent Group, LLC 135.446 -58,31 11.941 -54,72
2026-04-21 13F Narus Financial Partners, LLC 20.224 0,44 1.783 9,06
2026-05-12 13F/A Granite FO LLC 2.565 0,00 226 8,65
2026-05-14 13F Wills Financial Group LLC 146.271 -0,59 12.900 8,01
2026-05-04 13F 5th Street Advisors, LLC 17.786 10,89 1.568 20,45
2026-04-30 13F Manning & Napier Advisors Llc 791 0,00 70 7,81
2026-05-14 13F Keebeck Wealth Management, LLC 52.403 20,36 4.620 30,70
2026-05-12 13F Azimuth Capital Investment Management LLC 28.649 4,09 2.526 13,03
2026-05-15 13F Peapack Gladstone Financial Corp 5.820 -0,65 1
2026-04-24 13F Mackay Shields Llc 390.150 -17,86 34.396 -10,79
2026-05-07 13F Johnson Financial Group, Inc. 6 1
2026-04-22 13F Storen Legacy Partners, LLC 24.845 2.190
2026-04-10 13F Quaker Wealth Management, LLC 0 -100,00 0
2026-05-04 13F Henderson Brothers Financial Partners, LLC 9.226 100,00 813 117,38
2026-04-08 13F Ccg Wealth Management, Llc 77.933 379,91 6.871 421,24
2026-05-06 13F Dunhill Financial, LLC 218 -53,32 19 -48,65
2026-05-11 13F Exit Wealth Advisors, LLC. 120.242 4,79 10.601 13,81
2026-04-15 13F BDFS Capital LLC 4.301 27,25 379 38,32
2026-05-13 13F River Wealth Advisors LLC 2.555 225
2026-01-13 13F Stephens Consulting, LLC 760 0,00 62 10,91
2026-04-16 13F Fiduciary Advisors, Inc. 256 0,00 23 10,00
2026-05-14 13F Zacks Investment Management 3.980 3,84 351 12,54
2026-04-09 13F ASL Financial, LLC 36.623 17,60 3.229 20,04
2026-04-08 13F Community Financial Services Group, LLC 2.796 251
2026-05-12 13F Pilgrim Partners Asia Pte Ltd 40.690 51,32 3.587 64,39
2026-04-16 13F Cambridge Advisors Inc. 6.883 0,00 607 8,60
2026-05-13 13F First Trust Advisors Lp 22.478 -33,98 1.982 -28,30
2026-05-07 13F Crewe Advisors LLC 2.227 119,41 196 139,02
2026-04-08 13F Fermata Advisors, LLC 71.807 -12,82 6.331 -5,31
2026-04-29 13F Integrity Investment Advisors, LLC 6.068 0,00 535 8,54
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-02-25 13F Kw Wealth Management Llc 6.614 5,39 537 17,54
2026-04-16 13F Heck Capital Advisors, LLC 65.098 26,86 5.739 37,79
2026-05-12 13F Cooper/haims Advisors, Llc 6.548 0,00 577 8,66
2026-04-22 13F Princeton Global Asset Management LLC 766 0,00 68 8,06
2026-05-07 13F Insight 2811, Inc. 3.755 0,00 331 8,88
2026-05-07 13F Intellus Advisors LLC 576.422 -1,73 50.817 6,73
2026-05-11 13F Daymark Wealth Partners, Llc 6.346 4,53 559 13,62
2026-05-13 13F Brinker Capital Investments, LLC 341.183 -6,14 30.079 1,94
2026-01-27 13F Summit Financial Wealth Advisors, LLC 0 -100,00 0
2026-05-13 13F Capital Advisor Network LLC 444 39
2026-01-27 13F Meritage Portfolio Management 7.760 0,00 630 11,52
2026-04-22 13F Investment Advisory Group, LLC 5.564 -7,44 491 0,62
2026-05-13 13F Employees Retirement System of Texas 3.293.500 1.247,03 290 1.426,32
2026-05-14 13F Insight Wealth Partners, LLC 52.747 -42,53 4.650 -37,58
2026-04-10 13F Northside Capital Management, LLC 48.047 0,00 4.236 8,62
2026-05-07 13F First National Trust Co 18.420 24,57 1.624 35,25
2026-04-16 13F Balboa Wealth Partners 3.648 0,41 322 9,18
2026-04-20 13F Verus Financial Partners, Inc. 30.161 0,00 2.719 -5,26
2026-05-15 13F EFG International AG 171.740 -1,98 15.141 6,46
2026-04-22 13F Old Point Trust & Financial Services N A 9.250 -4,64 815 3,56
2026-04-27 13F Td Private Client Wealth Llc 24.470 -6,10 2.157 1,99
2026-05-14 13F Traynor Capital Management, Inc. 3.470 10,19 295 15,29
2026-05-15 13F Millennium Management Llc 48.820 -41,12 4.304 -36,06
2026-05-08 13F Burling Wealth Partners, Llc 3.006 0,00 265 9,05
2026-05-11 13F Blueprint Financial Advisors LLC 85.625 -2,74 7.549 5,64
2026-04-21 13F Alpine Bank Wealth Management 3.461 0,00 305 8,93
2026-05-14 13F StoneX Group Inc. 6.325 -27,57 552 -22,80
2026-05-15 13F Family Management Corp 68.017 4,11 5.996 13,09
2026-05-11 13F Manchester Capital Management LLC 3.325 -37,56 293 -32,18
2026-05-12 13F Hilltop Partners LLC 3.354 3,61 296 12,60
2026-04-29 13F KERR FINANCIAL PLANNING Corp 2.003 42,77 173 36,22
2026-05-12 13F Baker Avenue Asset Management, LP 114.433 -5,86 10.088 2,25
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-05-13 13F RiverGlades Family Offices LLC 88.039 -0,52 7.762 20,51
2026-04-02 13F Noble Wealth Management PBC 21.650 -2,42 1.909 5,94
2026-05-06 13F LPL Financial LLC 10.179.920 -25,92 897.462 -19,54
2026-04-15 13F Wormser Freres Gestion 35.220 14,41 3.105 21,82
2026-04-27 13F Rochester Wealth Strategies, LLC 83.839 -17,43 7.391 -10,31
2026-05-06 13F Quadrant Private Wealth Management, LLC 6.345 1,47 559 10,26
2026-02-03 13F Alpha Cubed Investments, LLC 5.035 0,00 409 11,48
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-04-30 13F Millstone Evans Group, LLC 243 0,00 21 10,53
2026-05-15 13F Clark Capital Management Group, Inc. 3.210 9,74 283 18,99
2026-04-29 13F Penobscot Investment Management Company, Inc. 2.288 202
2026-04-30 13F Indivisible Partners 4.915 0,00 433 8,79
2026-04-07 13F First Financial Corp /in/ 715 0,00 63 8,62
2026-05-14 13F Twin Focus Capital Partners, Llc 1.161.576 4,98 102.405 14,02
2026-05-13 13F Ankerstar Wealth, LLC 284 0,00 25 8,70
2026-05-13 13F Sepio Capital, LP 77.471 3,42 6.830 12,32
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-21 13F PDS Planning, Inc 13.301 0,19 1.173 8,82
2026-05-13 13F Bradley & Co. Private Wealth Management, LLC 26.253 9,29 2.314 18,73
2026-04-22 13F KG&L Capital Management,LLC 3.303 -16,84 291 -9,63
2026-04-08 13F Capital Advisors Wealth Management, LLC 22.497 -21,48 1.983 -14,71
2026-05-06 13F CNB Bank 1.525 0,00 134 8,94
2026-04-24 13F Essex Financial Services, Inc. 16.727 10,26 1.475 19,74
2026-04-02 13F Crumly & Associates Inc. 4.797 -14,95 423 -7,66
2026-05-06 13F Oxford Financial Group Ltd 2.473 -16,82 218 -9,54
2026-04-13 13F Armstrong, Fleming & Moore, Inc 6.839 0,13 603 8,66
2026-04-27 13F Sharp Financial Services, LLC 35.190 1,27 3.102 10,00
2026-05-13 13F Jaffetilchin Investment Partners, LLC 6.088 1,50 537 10,29
2026-05-14 13F Capital Analysts, Inc. 143.489 -17,43 13 -14,29
2026-04-29 13F Strategic Blueprint, LLC 81.897 -39,25 7.220 -34,02
2026-04-20 13F Fiduciary Alliance LLC 8.201 79,30 740 99,46
2026-05-12 13F Curio Wealth, Llc 7 1
2026-05-15 13F Reliant Wealth Planning 6.198 0,00 546 8,55
2026-05-21 13F Essential Partners LLC 1.656 1.108,76 146 1.218,18
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 483.758 3,06 42.648 11,93
2026-05-01 13F Mh & Associates Securities Management Corp /adv 515 0,00 45 9,76
2026-04-23 13F Strategic Point Investment Advisors, LLC 534.548 0,25 47.126 8,88
2026-05-08 13F Sofos Investments, Inc. 9.000 793 4.564,71
2026-04-29 13F United Asset Strategies, Inc. 9.438 11,07 832 20,75
2026-05-07 13F Advisor OS, LLC 5.894 9,53 520 19,04
2026-05-12 13F Pacific Center for Financial Services 11 1
2026-05-04 13F Bleakley Financial Group, LLC 26.793 0,81 2.362 9,50
2026-04-13 13F Massmutual Trust Co Fsb/adv 20.276 -29,43 1.788 -23,37
2026-04-24 13F United Community Bank 40.841 -19,42 3.601 -12,49
2026-05-05 13F Regions Financial Corp 58.355 -15,08 5.145 -7,76
2026-04-14 13F Valicenti Advisory Services Inc 4.180 -7,21 0
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 4.650 0,00 410 8,49
2026-05-12 13F Operose Advisors LLC 1.203 4,07 106 13,98
2026-05-01 13F Merrithew & Thorsten Inc 20 0,00 0
2026-04-14 13F Bayshore Capital Advisors, LLC 28.370 2.501
2026-05-14 13F Financial Engines Advisors L.L.C. 16.393 -7,80 1.445 0,14
2026-04-10 13F First Bank & Trust 13.985 3,16 1.233 12,00
2026-05-04 13F Genesis Wealth Advisors, LLC 6.326 0,00 558 8,58
2026-05-12 13F Three Bridge Wealth Advisors, LLC 184.324 -6,86 16.250 1,16
2026-05-12 13F Focused Alpha, Llc 0 -100,00 0
2026-04-22 13F Wiser Advisor Group LLC 27 0,00 2 0,00
2026-05-07 13F Rothschild Investment Llc 2.198 -26,93 194 -20,90
2026-05-07 13F American Asset Management Inc. 3.235 -46,40 285 -41,72
2026-04-23 13F Narwhal Capital Management 671.733 -0,13 59.220 8,47
2026-04-28 13F Interactive Financial Advisors 17.951 3,98 1.583 12,92
2026-05-14 13F Proficio Capital Partners LLC 2.072.841 -2,55 182.742 5,84
2026-04-17 13F Values First Advisors, Inc. 23.891 10,22 2.106 19,73
2026-05-15 13F Harbour Investments, Inc. 76.774 27,94 6.768 38,97
2026-05-08 13F Vann Equity Management LLC 2.508 221
2026-04-08 13F First Heartland Consultants, Inc. 9.129 -47,99 805 -43,54
2026-05-14 13F Knollwood Investment Advisory, LLC 75.160 0,03 6.626 8,64
2026-04-22 13F Louisbourg Investments Inc. 140 0,00 12 9,09
2026-04-29 13F Frankly Finances, LLC 15.868 0,00 1.399 8,54
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-02 13F Silverleafe Capital Partners, LLC Call 16.900 1.490
2026-04-02 13F Silverleafe Capital Partners, LLC 115.882 -6,52 10.216 1,53
2026-05-14 13F Twin Tree Management, LP Call 56.900 -81,03 5.016 -79,40
2026-05-14 13F Twin Tree Management, LP 125.168 11.035
2026-05-07 13F CFG Wealth Management Services, Inc. 50 0,00 4 0,00
2026-05-14 13F Twin Tree Management, LP Put 478.500 -79,94 42.185 -78,21
2026-04-20 13F Provenance Wealth Advisors, LLC 15.344 1,86 1.353 10,64
2026-05-06 13F Tyche Wealth Partners LLC 2.799 -92,31 247 -91,67
2026-05-12 13F Rakuten Investment Management, Inc. 145.148 100,00 10.474 100,02
2026-05-06 13F Durante & Waters, Llc 7.380 0,00 651 8,51
2026-04-20 13F Naples Global Advisors, Llc 5.213 -4,58 460 3,61
2026-04-22 13F Uniting Wealth Partners, LLC 42.615 1,14 3.757 9,82
2026-04-09 13F Kwmg, Llc 3.064 0,00 270 8,87
2026-05-13 13F Headlands Technologies LLC 0 -100,00 0
2026-05-04 13F Sigma Planning Corp 225.847 2,14 19.911 10,94
2026-05-08 13F Zions Bancorporation, National Association /ut/ 695 0,00 61 8,93
2026-04-23 13F Oppenheimer & Co Inc 31.027 -6,72 2.735 1,33
2026-04-21 13F Chapin Davis, Inc. 4.525 0,00 399 8,45
2026-04-22 13F Union Bancaire Privee, UBP SA 3.385 -49,29 218 -46,29
2026-05-12 13F Mengis Capital Management, Inc. 66.013 -3,31 5.820 5,02
2026-05-11 13F Foundations Investment Advisors, LLC 625.626 -23,55 55.155 -16,96
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 5.209 -2,40 459 6,00
2026-02-05 13F Center for Financial Planning, Inc. 878 3,29 71 16,39
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 5.494 1,53 484 10,25
2026-05-14 13F VestGen Advisors, LLC 119.066 75,40 10.562 91,69
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 11.197 -2,20 987 6,24
2026-05-12 13F Absolute Capital Management, LLC 3.380 -56,83 298 -53,07
2026-04-13 13F CJM Wealth Advisers, Ltd. 12.814 29,29 1.130 40,42
2026-05-11 13F Berkshire Asset Management Llc/pa 2.278 201
2026-05-13 13F Calton & Associates, Inc. 7.368 9,87 650 19,30
2026-05-13 13F Natixis Advisors, L.p. 51.950 90,85 5 100,00
2026-05-14 13F CIBC World Markets Inc. 356.815 20,72 31.457 31,12
2026-04-01 13F Burkett Financial Services, Llc 1.730 -9,90 153 -1,94
2026-02-11 13F Lifestyle Asset Management, Inc. 0 -100,00 0
2026-04-27 13F Argos Wealth Advisors, LLC 430.216 -0,51 37.928 8,06
2026-05-14 13F Sunesis Advisors, LLC 20.828 -26,15 1.836 -19,79
2026-05-15 13F Excelsior Advisor Network LLC 71.573 -11,47 6.310 -3,86
2026-04-30 13F Stablepoint Partners, LLC 117.815 -17,72 10.387 -10,64
2026-05-05 13F One Day In July LLC 5.983 52,90 527 66,25
2026-05-15 13F Cohen & Steers, Inc. 206.708 19,84 18 28,57
2026-04-28 13F SBI Securities Co., Ltd. 132.995 13,53 11.725 23,31
2026-05-18 13F Chesapeake Wealth Management 2.443 215
2026-05-14 13F LifePlan Investment Advisors, Inc. 49.567 -28,46 4.370 -22,30
2026-04-08 13F Lineweaver Wealth Advisors, LLC 91.739 -3,37 8.088 4,94
2026-05-15 13F Glen Eagle Advisors, LLC 21.800 2.642,14 1.922 2.901,56
2026-04-21 13F Colony Family Offices, LLC 11.820 0,00 1.042 8,65
2026-05-06 13F Fidelis Capital Partners, LLC 56.332 2,38 4.966 11,20
2026-05-15 13F Bank Of America Corp /de/ 28.294.059 -6,53 2.494.404 1,52
2026-05-18 13F Ashton Thomas Securities, Llc 27.305 -18,90 2.406 -11,81
2026-02-05 13F Isthmus Partners, Llc 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 2.735.976 3,19 222.079 15,10
2026-04-16 13F Financial Management Network Inc 64.780 -3,30 5.812 6,39
2026-05-15 13F Evergreen Wealth Solutions, LLC 3.412 36,53 301 48,51
2026-05-13 13F GeoWealth Management, LLC 4.570 -48,38 403 -44,01
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 1.267 0,00 112 8,82
2026-05-06 13F Angeles Wealth Management, Llc 13.334 2,57 1.176 11,37
2026-05-04 13F Carrera Capital Advisors 3.193 0,60 281 9,34
2026-04-08 13F Towerpoint Wealth, LLC 45.991 -9,98 4.055 -2,22
2026-04-16 13F Brookstone Capital Management 248.381 -14,28 21.897 -6,90
2026-04-28 13F Robertson Stephens Wealth Management, LLC 18.879 -7,63 1.664 0,36
2026-04-10 13F OMNI 360 Wealth, Inc. 0 -100,00 0
2026-04-29 13F TriaGen Wealth Management LLC 88.036 -1,06 7.761 7,46
2026-04-16 13F Quotient Wealth Partners, LLC 4.840 -12,27 427 -4,70
2026-05-13 13F AE Wealth Management LLC 65.618 -14,99 5.785 -7,68
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 28.416 -10,57 2.505 -2,87
2026-05-07 13F ESL Trust Services, LLC 41 0,00 4 0,00
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 20.632 -6,70 1.819 1,28
2026-04-20 13F LS Investment Advisors, LLC 2.925 -7,29 258 0,39
2026-04-21 13F Armbruster Capital Management, Inc. 7.525 -18,65 663 -11,60
2026-04-24 13F Stegent Equity Advisors, Inc. 7.832 0,00 690 8,66
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-04-17 13F Baker Ellis Asset Management LLC 5.500 -15,38 485 -8,16
2026-05-01 13F Welch & Forbes Llc 86.883 0,00 7.660 8,61
2026-05-14 13F Atomi Financial Group, Inc. 120.094 -6,44 10.588 1,62
2026-05-15 13F Purpose Unlimited Inc. 1.265 111
2026-04-22 13F Smallwood Wealth Investment Management, LLC 454 0,00 40 11,11
2026-05-15 13F Van Eck Associates Corp 6.194 0,00 1
2026-04-22 13F Spirepoint Private Client, Llc 0 -100,00 0
2026-05-12 13F Independent Advisor Alliance 63.736 -37,42 5.619 -32,04
2026-05-13 13F BlackRock, Inc. 8.623.425 19,94 760.241 30,27
2026-05-07 13F Palisades Hudson Asset Management, L.P. 73.252 -26,11 6 -25,00
2026-05-15 13F Pingora Partners LLC 784 0,00 69 9,52
2026-04-13 13F GoalVest Advisory LLC 250 0,00 22 10,00
2026-04-27 13F Liberty Atlantic Advisors LLC 2.371 209
2026-04-29 13F WealthPLAN Partners, LLC 3.091 -18,57 273 -11,69
2026-05-06 13F Alteri Wealth LLC 4.375 0,00 386 8,45
2026-05-15 13F Capital & Planning, Llc 27.919 2.461
2026-04-10 13F Naviter Wealth, LLC 27.491 -3,18 2.424 5,16
2026-05-13 13F ShoreHaven Wealth Partners, LLC 34.980 -47,39 3.084 -42,87
2026-04-07 13F Signaturefd, Llc 21.158 -12,19 1.865 -4,60
2026-04-30 13F DMG Group, LLC 18.070 -5,55 1.593 2,64
2026-05-04 13F Two West Capital Advisors LLC 4.314 -38,68 369 -35,38
2026-04-28 13F Golden State Equity Partners 42.200 83,91 3.720 99,79
2026-05-01 13F Mutual Advisors, LLC 67.465 -58,38 5.948 -54,80
2026-05-12 13F Stokes Family Office, LLC 2.820 -75,72 249 -73,67
2026-04-20 13F First PREMIER Bank 23.401 -0,06 2 100,00
2026-04-23 13F Intrua Financial, LLC 9.712 -60,21 856 -56,79
2026-05-06 13F Hurley Capital, LLC 111 -34,32 10 -30,77
2026-05-11 13F West Wealth Group, LLC 28.749 -61,98 2.535 -58,71
2026-04-24 13F Swmg, Llc 10.823 -53,55 954 -56,08
2026-05-08 13F LaSalle St. Investment Advisors, LLC 114.676 8,22 10.110 126.262,50
2026-05-08 13F Roundview Capital LLC 41.666 1,89 3.673 10,67
2026-04-24 13F Keybank National Association/oh 3.617.414 -2,45 318.911 5,95
2026-05-13 13F Parkside Financial Bank & Trust 46.325 45,96 4.084 58,54
2026-04-24 13F Medallion Wealth Advisors, LLC 2.930 243,49 258 273,91
2026-04-29 13F Signet Private Wealth LLC 2.614 230
2026-04-20 13F Eagle Strategies LLC 44.328 -14,01 3.908 -6,62
2026-05-07 13F Richard Young Associates, Ltd. 2.538 0,00 224 8,25
2026-04-09 13F TruWealth Advisors, LLC 240.881 1,89 21.236 10,67
2026-05-28 13F Blue Fin Capital, Inc. 13.554 -11,96 1.195 -4,40
2026-04-13 13F E Fund Management Co., Ltd. 149.964 -60,77 13.221 -44,54
2026-04-20 13F Tanglewood Wealth Management, Inc. 917.288 -11,97 80.868 -4,39
2026-05-08 13F Pnc Financial Services Group, Inc. 1.295.573 2,70 114.218 11,55
2026-05-01 13F Eq Wealth Advisors, Llc 51.665 -14,63 4.555 -7,29
2026-05-14 13F Boreal Capital Management LLC 105 -41,57
2026-05-15 13F Css Llc/il 200.040 1,41 17.636 10,14
2026-05-12 13F Hager Investment Management Services, Llc 38 0,00 3 0,00
2026-05-15 13F KM Capital Management Ltd. 0 -100,00 0
2026-05-07 13F Florida Financial Advisors, Llc 27.748 172,28 2.446 195,77
2026-04-27 13F Independent Solutions Wealth Management, LLC 40.613 -52,98 3.580 -48,94
2026-05-05 13F New Harbor Financial Group, LLC 341.055 30.067
2026-04-17 13F Certified Advisory Corp 5.834 -1,57 514 6,86
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 6.845 -1,98 603 6,54
2026-04-22 13F Quintet Private Bank (Europe) S.A. 0 -100,00 0
2026-04-14 13F Twelve Points Wealth Management LLC 39.432 4,59 3.476 8,63
2026-05-08 13F Glenview Trust Co 24.824 66,46 2.188 80,83
2026-05-13 13F Strategic Financial Concepts, LLC 32.698 10,60 2.883 20,13
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-04-06 13F WASHINGTON TRUST Co 6.510 -13,32 574 -5,91
2026-01-26 13F Northwest Capital Management Inc 2.924 -68,05 237 -64,41
2026-05-11 13F Resolute Wealth Advisor, Inc. 13.904 1.226
2026-05-04 13F MEMBERS Trust Co 2.728 -1,23 240 7,14
2026-04-23 13F Ameliora Wealth Management Ltd. 12.500 0,00 1.102 8,68
2026-04-29 13F Compass Financial Group, INC/SD 3.811 17,19 336 27,38
2026-04-22 13F Ariston Services Group 0 -100,00 11.055 7,30
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 13.662 34,79 1.204 46,47
2026-05-22 13F WNY Asset Management, LLC 3.204 -4,67 282 15,57
2026-04-06 13F Versant Capital Management, Inc 68.727 -1,45 6.059 7,03
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-05-11 13F Seeds Investor Llc 135.863 6,57 12.388 19,72
2026-05-08 13F Burke & Herbert Bank & Trust Co 3.834 0,00 338 8,68
2026-05-13 13F Lido Advisors, LLC 116.260 13,00 10.250 36,07
2026-04-17 13F Boston Private Wealth Llc 8.152 0,00 719 8,62
2026-05-06 13F Pekin Hardy Strauss, Inc. 104.816 -1,64 9.241 6,83
2026-04-28 13F Hoey Investments, Inc 175 0,00 15 7,14
2026-05-15 13F Wealth Watch Advisors, INC 51.921 24,56 4.577 35,29
2026-05-14 13F Gamco Investors, Inc. Et Al 187.221 0,03 16.505 8,64
2026-05-14 13F Bank Of Nova Scotia 21.481 0,00 1.894 8,61
2026-05-06 13F Crescent Grove Advisors, LLC 99.418 4,18 8.765 13,14
2026-04-15 13F Milestone Asset Management, Llc 25.659 186,18 2.262 211,14
2026-05-06 13F VSM Wealth Advisory, LLC 178 0,00 16 7,14
2026-05-13 13F Acumen Wealth Advisors, LLC 2.712 1,73 239 10,65
2026-04-29 13F Axxcess Wealth Management, Llc 671.507 -13,53 59.200 -6,08
2026-05-04 13F First Foundation Advisors 347.773 1,72 30.660 10,48
2026-05-13 13F Alliance Private Wealth, LLC 4.708 0,00 415 -5,03
2026-05-15 13F Gotham Asset Management, LLC 730.031 -8,33 64.360 -0,44
2026-05-07 13F Alchemi Wealth, LLC 3.591 5,46 317 14,49
2026-04-16 13F Evolve Private Wealth, Llc 240.561 -7,60 21.208 0,36
2026-05-13 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 600.475 30,71 34.140 -12,72
2026-04-28 13F Ntv Asset Management Llc 175.309 -3,69 15.455 4,60
2026-04-29 13F Solidarilty Wealth, LLC 7.087 0,00 625 8,52
2026-04-09 13F Secure Asset Management, LLC 4.295 -9,04 379 -1,31
2026-05-11 13F Cadinha & Co Llc 521.612 -0,97 45.985 7,56
2026-05-01 13F BKD Wealth Advisors, LLC 12.716 0,43 1.121 9,15
2026-04-28 13F Integrated Advisors Network LLC 17.148 -65,59 1.512 -62,64
2026-04-15 13F Sowa Financial Group, Inc. 296.941 -25,11 26 -18,75
2026-04-28 13F Whittier Trust Co 56.945 -11,79 4.989 -8,68
2026-05-14 13F Legacy Bridge, LLC 2.159 3,85 190 13,10
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 126.067 -26,21 11.114 -19,85
2026-05-12 13F Dogwood Wealth Management LLC 599 0,00 53 8,33
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 203.770 -1,31 17.965 7,28
2026-04-22 13F Sylvest Advisors, LLC 2.800 0,00 247 8,37
2026-05-05 13F Fisher Asset Management, LLC 9.511 -7,43 839 0,60
2026-04-28 13F Red Mountain Financial, LLC 43.332 -2,35 3.820 6,05
2026-05-18 13F Alexander Labrunerie & Co., Inc. 16.241 384,66 1.432 426,10
2026-02-11 13F Fund Evaluation Group, LLC 0 -100,00 0
2026-05-14 13F Mission Creek Capital Partners, Inc. 12.757 0,00 1.125 8,60
2026-05-14 13F PlanVest Financial, Inc 6.386 563
2026-05-15 13F Alliancebernstein L.p. 5.840.787 -8,04 474.097 -8,04
2026-02-10 13F Vantus Wealth LLC 4.813 391
2026-05-14 13F Beaird Harris Wealth Management, LLC 3.264 0,00 288 8,71
2026-04-24 13F Stock Yards Bank & Trust Co 26.970 0,23 2.378 8,84
2026-04-13 13F Cyndeo Wealth Partners, LLC 247.820 -6,71 21.848 1,32
2026-05-19 13F McIlrath & Eck, LLC 1.229 6,87 108 16,13
2026-05-05 13F Aventura Private Wealth, LLC 219 0,00 19 11,76
2026-05-07 13F Principle Wealth Partners Llc 18.644 0,41 1.644 9,02
2026-04-28 13F Stratos Wealth Partners, LTD. 565.578 48,06 49.861 60,82
2026-04-29 13F Koa Wealth Management, LLC 6.282 -14,30 554 -6,90
2026-04-10 13F Sulzberger Capital Advisors, Inc. 3.031 0,00 267 8,54
2026-05-11 13F Chilton Capital Management Llc 67 0,00 6 0,00
2026-01-14 13F Worth Asset Management, LLC 0 -100,00 0 -100,00
2026-05-11 13F Emerald Investment Advisers, LLC 58.820 5.186
2026-04-27 13F Meramec Financial Planners, LLC 256 0,00 23 0,00
2026-05-12 13F Colonial Trust Co / SC 10.768 -1,86 949 6,63
2026-04-17 13F Union Savings Bank 2.106 0,00 186 8,82
2026-05-14 13F Vident Advisory, LLC 14.872 -35,66 1.311 -30,12
2026-05-21 13F Verus Capital Partners, Llc 15.385 -22,16 1.356 -15,46
2026-04-21 13F Pinnacle Associates Ltd 12.338 -1,60 1.088 6,88
2026-04-22 13F Midwest Financial Group LLC 6.997 22,99 617 33,62
2026-05-08 13F Evolution Wealth Advisors, LLC 10.497 18,25 925 28,47
2026-04-15 13F Buttonwood Financial Group, LLC 36.039 -65,60 3.177 -64,28
2026-05-11 13F Sittner & Nelson, Llc 816 0,00 72 -6,58
2026-04-28 13F China Universal Asset Management Co., Ltd. 393.940 411,61 34.730 455,66
2026-04-24 13F Alken Asset Management Ltd. 0
2026-05-12 13F Banco BTG Pactual S.A. 31.220 2.752
2026-05-15 13F Smartleaf Asset Management LLC 14.627 82,72 1.242 89,91
2026-05-05 13F Steel Peak Wealth Management LLC 49.904 -62,10 4.400 -58,83
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Neuberger Berman Group LLC 1.132.631 -2,61 99.853 5,78
2026-04-27 13F Cape Ann Savings Bank 131.805 -8,10 11.620 -0,19
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 2.745 37,25 242 49,38
2026-04-17 13F Andina Capital Management, LLC 0 -100,00 0
2026-04-15 13F Parsons Capital Management Inc/ri 4.089 0,59 360 9,42
2026-05-04 13F Checchi Capital Advisers, LLC 316.911 -11,58 27.939 -3,97
2026-05-11 13F Per Stirling Capital Management, LLC. 60.600 -9,01 5.343 -1,17
2026-05-15 13F Transamerica Financial Advisors, Inc. 1.977 -59,91 174 -56,50
2026-05-15 13F Imprint Wealth LLC 3 0,00 0
2026-04-16 13F Kure Advisory, LLC 88.188 -5,43 7.775 2,71
2026-04-15 13F Braun-Bostich & Associates Inc. 17.813 -40,04 1.570 -34,88
2026-05-13 13F Measured Wealth Private Client Group, LLC 248 -12,06 22 -4,55
2026-04-16 13F Capital Investment Advisors, LLC 17.449 1,37 1.538 10,09
2026-04-23 13F Caliber Wealth Management, LLC / KS 4.197 8,98 370 18,59
2026-05-14 13F Tikvah Management LLC 82.230 0,00 7.249 8,62
2026-02-13 13F 1832 Asset Management L.P. 0 -100,00 0 -100,00
2026-05-15 13F Charles Schwab Investment Management Inc 1.642.015 11,75 144.760 21,38
2026-05-13 13F Lloyd Advisory Services, LLC. 492 355,56 43 437,50
2026-02-11 13F Group One Trading, L.p. 0 -100,00 0
2026-04-21 13F Mayport, Llc 5.447 480
2026-04-07 13F CoreCap Advisors, LLC 12.222 -36,80 1.078 -31,36
2026-05-14 13F Harvest Fund Management Co., Ltd 149.269 20,74 13 30,00
2026-04-17 13F Wealth Management Partners, LLC 182.860 -8,44 16.121 -0,56
2026-05-13 13F First Citizens Bank & Trust Co 2.512 -0,63 221 7,80
2026-04-21 13F Highland Financial Advisors, LLC 133.472 7,83 11.767 17,11
2026-04-27 13F PFG Investments, LLC 20.365 -37,69 1.795 -32,34
2026-04-30 13F Yukon Wealth Management, Inc. 2.541 -3,24 224 -8,20
2026-05-14 13F Venture Visionary Partners LLC 2.796 1,45 247 10,31
2026-04-21 13F RCS Financial Planning, LLC 0 -100,00 0
2026-04-28 13F Appleton Partners Inc/ma 10.392 -1,19 1
2026-05-07 13F Liberty Square Wealth Partners Llc 4.290 0,00 378 8,62
2026-05-12 13F Circle Wealth Management, LLC 819.093 0,00 72.211 8,61
2026-05-28 13F Lavelle Capital Lp 4.751 0,00 419 8,57
2026-05-01 13F Associated Banc-corp 2.866 -3,31 253 5,00
2026-05-12 13F Ellis Investment Partners, LLC 16.362 0,06 1.443 8,67
2026-05-08 13F HORAN Wealth, LLC 30.471 94,27 2.686 111,00
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 3.899 344
2026-05-12 13F WCG Wealth Advisors LLC 73.932 6,57 6.518 15,73
2026-05-15 13F Fmr Llc 14.708.899 -34,38 1.296.737 -28,73
2026-05-12 13F Mission Financial Group, LLC 6.990 18,23 616 28,60
2026-04-03 13F Global Wealth Strategies & Associates 119.941 3,90 10.574 12,84
2026-05-11 13F Bull Oak Capital, LLC 99.896 5,56 8.807 14,65
2026-05-14 13F Potomac Fund Management Inc /adv 5.566 4,00 491 12,90
2026-04-23 13F Global Trust Asset Management, LLC 2.812 2,25 248 10,76
2026-05-05 13F Advisory Advocates, LLC 9.736 -12,82 858 -5,30
2026-02-17 13F Raymond James Financial Inc Put 0 -100,00 0 -100,00
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 0 -100,00 0
2026-04-02 13F Hilltop National Bank 75.172 0,98 6.627 9,68
2026-04-22 13F Financial Futures Ltd Liability Co. 5.906 33,74 521 45,25
2026-05-12 13F Tiaa Trust, National Association 64.498 -90,89 5.686 -90,10
2026-05-11 13F Rossby Financial, LCC 5.198 1.499,38 466 1.692,31
2026-05-01 13F Bensler, LLC 90.862 19,99 8.010 30,33
2026-04-09 13F Diversified Management Inc 17.940 1.582
2026-04-16 13F BridgePort Financial Solutions, LLC 44.884 -23,71 3.957 -17,13
2026-04-27 13F Wealthstar Advisors, Llc 14.834 2,76 1.308 11,61
2026-05-13 13F Hirtle Callaghan & Co LLC 11.452 0,00 1.010 8,61
2026-05-19 13F Front Row Advisors LLC 350 0,00 31 7,14
2026-04-27 13F Pensionmark Financial Group, Llc 172.856 -7,44 15.239 0,53
2026-05-12 13F Creative Planning 821.163 3,84 72.394 12,78
2026-04-13 13F IFP Advisors, Inc 566.853 -0,96 49.974 7,57
2026-04-08 13F Asempa Wealth Advisors 18.051 3,91 1.619 14,75
2026-05-15 13F Port Capital LLC 19.250 0,00 1.697 8,64
2026-05-18 13F Graney & King, LLC 3.783 0,00 334 8,47
2026-05-15 13F/A Tudor Financial Inc. 24.341 -0,53 2.146 8,01
2026-05-11 13F HBK Sorce Advisory LLC 9.473 22,80 842 16,97
2026-04-22 13F Gunderson Capital Management Inc. 0 -100,00 0
2026-04-21 13F Gilpin Wealth Management, Llc 57 159,09 5 400,00
2026-05-15 13F Chokshi & Queen Wealth Advisors, Inc 4.729 417
2026-04-30 13F Hsbc Holdings Plc 624.498 -3,39 55.031 4,88
2026-05-05 13F Tortoise Investment Management, LLC 6.003 7,33 529 16,78
2026-05-07 13F First Command Advisory Services, Inc. 1.029.567 -6,47 90.767 1,59
2026-05-13 13F/A Jpmorgan Chase & Co 8.865.334 -25,15 752.933 -21,69
2026-05-14 13F 3 Factor Indexing, Llc 25 2
2026-04-13 13F Kelly Financial Services LLC 48.468 -63,46 4.273 -60,31
2026-05-15 13F Basso Capital Management, L.p. 647 57
2026-05-07 13F Capital Performance Advisors Llp 4.500 -21,96 397 -15,38
2026-04-15 13F WESPAC Advisors SoCal, LLC 59.124 885,89 5.212 972,43
2026-04-27 13F Capital Advisors Inc/ok 97.717 -0,91 8.615 7,62
2026-04-28 13F Whittier Trust Co Of Nevada Inc 128.254 4,61 11.236 8,31
2026-05-12 13F Argentarii, LLC 73.734 3,09 6.500 11,97
2026-02-11 13F Cedar Mountain Advisors, LLC 0 -100,00 0
2026-05-06 13F Elyxium Wealth, LLC 43.436 -3,10 3.829 5,25
2026-04-24 13F APCM Wealth Management for Individuals 18.793 -4,86 1.657 3,31
2026-05-01 13F Rossmore Private Capital 5.540 0,00 488 8,69
2026-05-05 13F Ethos Financial Group, LLC 4.819 0,00 391 0,00
2026-04-21 13F Unique Wealth, Llc 37.606 -30,24 3.315 -24,23
2026-05-01 13F Sachetta, LLC 28.338 -0,11 2.498 8,51
2026-05-08 13F SHP Wealth Management 2.522 38,57 222 51,02
2026-04-10 13F Cooke Wealth Management, LLC 14.288 -11,67 1.260 -10,77
2026-04-30 13F KLCM Advisors, Inc. 2.287 202
2026-04-29 13F Cary Street Partner Investment Advisory Llc 2.746 -50,72 242 -46,46
2026-05-07 13F Basepoint Wealth LLC 931 -5,00 82 3,80
2026-04-17 13F Legacy Wealth Partners, LLC 3.196 -74,77 282 -72,67
2026-04-21 13F Old National Bancorp /in/ 23.359 2,14 2.059 10,94
2026-05-14 13F Betterment LLC 26.555 18,66 2 100,00
2026-05-13 13F Keystone Wealth Services, LLC 16.335 -26,97 1.440 -20,66
2026-05-20 13F Hobbs Group Advisors, LLC 11.576 -17,67 1.021 -10,60
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-05-13 13F Valued Retirements, Inc. 35.201 0,00 3.103 8,61
2026-05-15 13F Blue Chip Partners, Inc. 10.116 -2,45 892 5,95
2026-04-23 13F Marmo Financial Group, LLC 14.344 0,00 1.265 8,59
2026-05-13 13F Caitlin John, LLC 1.009 0,00 89 8,64
2026-05-11 13F Beacon Capital Management, LLC 4.624 83,56 408 99,51
2026-04-30 13F Hyposwiss Advisors SA 3.210 -21,52 283 -14,80
2026-05-29 13F Ipsen Advisor Group LLC 25.691 -35,42 2.265 -29,89
2026-04-21 13F Merkkuri Wealth Advisors LLC 296 26
2026-05-01 13F One Degree Advisors Inc 2.308 0
2026-05-14 13F Empower Advisory Group, LLC 5.404.160 -2,10 476.431 6,33
2026-05-13 13F Monograph Wealth Advisors, Llc 16.561 -19,05 1.460 -12,05
2026-05-11 13F Legacy Edge Advisors, LLC 5.877 -18,02 518 -10,84
2026-05-15 13F Leslie Global Wealth, LLC 77.269 -16,83 6.812 -9,67
2026-04-09 13F Firethorn Wealth Partners, Llc 11.691 -20,51 1.031 -13,66
2026-04-30 13F Resona Asset Management Co.,Ltd. 75.948 -43,99 6.696 -39,18
2026-05-11 13F Accordant Advisory Group Inc 1.077 115,40 95 135,00
2026-05-12 13F Leavell Investment Management, Inc. 323.632 6,07 28.531 15,20
2026-05-15 13F Okabena Investment Services Inc 100.012 -46,36 8.817 -41,74
2026-04-21 13F Carl Stuart Investment Advisor, Inc 528.842 -5,68 46.623 2,45
2026-05-08 13F Resources Investment Advisors, LLC. 843.846 -37,89 74.393 -32,54
2026-04-30 13F Costello Asset Management, INC 646 0,00 57 7,69
2026-02-10 13F Guidance Point Advisors, LLC 0 -100,00 0
2026-04-22 13F Advocate Investing Services LLC 2.472 3,00 218 11,86
2026-05-15 13F Aqr Capital Management Llc 172.679 54,10 15.223 67,38
2026-05-05 13F Howard Capital Management Inc. 0 -100,00 0
2026-04-17 13F First City Capital Management, Inc. 7.133 -0,83 629 7,72
2026-05-12 13F Kovack Advisors, Inc. 32.450 -60,72 2.877 -57,11
2026-04-17 13F Murphy & Mullick Capital Management Corp 368 0,00 32 10,34
2026-01-20 13F Cromwell Holdings LLC 0 -100,00 0
2026-04-09 13F Pinkerton Retirement Specialists, LLC 4.801 0,00 390 0,00
2026-05-12 13F IPG Investment Advisors LLC 17.747 8,07 1.565 17,42
2026-05-05 13F Peninsula Asset Management Inc 3.245 25,05 286 36,19
2026-04-07 13F Deane Retirement Strategies, Inc. 90.528 14,74 7.970 24,44
2026-04-15 13F Hengehold Capital Management Llc 10.000 0,00 882 8,63
2026-05-08 13F United Financial Planning Group LLC 152 0,00 13 8,33
2026-05-14 13F Dynasty Wealth Management, Llc 1.011.766 -14,80 89.197 -7,47
2026-01-28 13F Dentgroup LLC 3.509 -10,14 285 0,00
2026-02-02 13F Vista Capital Partners, Inc. 0 -100,00 0
2026-04-22 13F Pictet Asset Management Holding SA 527.920 14,46 44.836 19,12
2026-02-13 13F Barclays Plc 2.598 -88,04 211 -86,71
2026-05-14 13F Marble Wealth, LLC 6.957 -75,31 613 -73,18
2026-04-17 13F CENTRAL TRUST Co 924.593 -9,11 81.512 -1,28
2026-05-13 13F Avestar Capital, LLC 133.283 13,58 11.750 23,36
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 14.729 -52,04 1.299 -55,79
2026-04-08 13F High Point Wealth Management, LLC 8.847 103,61 780 121,31
2026-04-23 13F Guardian Wealth Management, LLC 67.733 -12,82 6.033 -4,33
2026-05-01 13F Fifth Third Bancorp 380.997 1.641,38 33.589 1.792,28
2026-05-05 13F SFI Advisors, LLC 0 -100,00 0
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 1.575.158 -2,27 138.866 6,14
2026-05-01 13F Monetary Solutions, Ltd 326 0,00 29 7,69
2026-05-07 13F Argyle Capital Partners, LLC 3.627 0,00 320 8,50
2026-05-13 13F Archetype Wealth Partners 324.168 2,84 29 12,00
2026-04-08 13F Doliver Advisors, Lp 9.215 -7,15 812 0,87
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 48.274 4.256
2026-04-22 13F Beacon Financial Planning, Inc 2.402 212
2026-05-05 13F Mraz, Amerine & Associates, Inc. 17.154 -3,33 1.512 5,00
2026-04-16 13F Future Financial Wealth Managment LLC 5.500 0,00 496 0,81
2026-04-28 13F Sheridan Capital Management, LLC 11.573 -48,87 1.020 -44,47
2026-04-29 13F First Interstate Bank 0 -100,00 0
2026-04-30 13F Beacon Harbor Wealth Advisors, Inc. 165.164 -2,43 14.561 5,98
2026-05-08 13F Mystic Asset Management, Inc. 3.646 0,00 321 8,81
2026-04-27 13F Truist Financial Corp 5.217.656 -11,63 459.989 -4,02
2026-05-13 13F Forthright Family Wealth Advisory LLC 0 -100,00 0
2026-05-05 13F LOM Asset Management Ltd 31.500 0,00 2.777 8,65
2026-04-24 13F Bedminster, LLC 36.027 -22,95 3.176 -16,31
2026-04-27 13F Soltis Investment Advisors LLC 7.323 1,27 646 10,07
2026-05-11 13F Fiduciary Group LLC 3.985 1,27 351 10,03
2026-05-14 13F Northern Trust Corp 5.284.401 16,40 465.873 26,43
2026-04-21 13F Shepherd Street Advisors LLC 5.066 81,45 447 97,35
2026-04-20 13F Penobscot Wealth Management 2.450 216
2026-04-30 13F Mmbg Investment Advisors Co. 0 -100,00 0
2026-05-11 13F Sargent Investment Group, LLC 2.659 -7,48 234 0,43
2026-04-16 13F Telos Capital Management, Inc. 3.602 -2,65 318 5,67
2026-05-12 13F TD Waterhouse Canada Inc. 457.097 4,10 40.871 14,70
2026-04-10 13F AssuredPartners Investment Advisors, LLC 20.167 -83,55 1.767 -82,26
2026-05-12 13F SGL Investment Advisors, Inc. 60.866 3,11 5.421 1,42
2026-05-15 13F Fiduciary Trust Co 80.250 1,96 7.075 10,74
2026-04-14 13F Centerline Wealth Advisors, LLC 37.856 -37,97 3.337 -32,63
2026-05-14 13F Captrust Financial Advisors 2.416.160 0,22 212.992 8,84
2026-05-07 13F Tidemark, LLC 3.487 307
2026-05-14 13F Synergy Investment Management, LLC 37.516 -40,14 3.308 -34,99
2026-05-16 13F Guardian Partners Inc. 15.000 -50,00 1.322 -52,57
2026-04-17 13F Fifth Third Wealth Advisors LLC 74.333 0,54 6.553 9,20
2026-04-27 13F Bulltick Wealth Management, LLC 141.532 -35,87 12.477 -30,35
2026-04-13 13F Lake Street Financial Llc 7.013 -0,76 618 7,85
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 212.540 -15,80 18.738 -8,54
2026-04-20 13F SILVER OAK SECURITIES, Inc 26.231 8,38 2.313 16,94
2026-04-15 13F Norden Group Llc 5.073 1,97 447 10,92
2026-05-04 13F Calamos Advisors LLC 6.588 581
2026-04-06 13F Washington Trust Advisors, Inc. 713 -25,81 63 -20,51
2026-04-14 13F Patriot Investment Management Inc. 46.769 0,00 4.123 8,61
2026-04-23 13F Tarbox Family Office, Inc. 15.077 0,00 1.329 8,67
2026-04-23 13F SJS Investment Consulting Inc. 3.057 47,18 270 60,12
2026-05-07 13F Greykasell Wealth Strategies, Inc. 10.240 0,00 903 8,54
2026-04-13 13F Amplius Wealth Advisors, LLC 64.522 -0,26 5.688 8,34
2026-04-22 13F Stone House Investment Management, LLC 45.818 -64,24 4.039 -61,16
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 28.458 2.509
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 7.512 -21,68 662 -14,91
2026-05-02 13F Genus Capital Management Inc. 3.780 0,00 333 8,82
2026-04-21 13F Columbus Macro, LLC 25.277 -5,19 2.228 2,96
2026-04-20 13F Fairvoy Private Wealth, LLC 10.046 -12,64 886 -5,14
2026-05-13 13F Signature Equity Partners, LLC 224 -33,13 20 -29,63
2026-04-16 13F Smith Thornton Advisors LLC 60.366 -0,57 5.322 7,97
2026-04-20 13F Aegis Wealth Management, Inc. 0 -100,00 0
2026-04-14 13F LifePlan Financial, LLC 135.456 -4,35 11.942 3,89
2026-05-14 13F Trustmark National Bank Trust Department 14.760 0,74 1.301 9,42
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 0 -100,00 0
2026-03-31 13F Sankala Group LLC 5.123 0,00 436 -14,00
2026-05-07 13F MONECO Advisors, LLC 36.200 1,37 3.191 10,11
2026-04-08 13F Miracle Mile Advisors, LLC 36.140 22,46 3.186 33,03
2026-05-06 13F Virtus Family Office LLC 27.092 -9,89 2.388 -2,13
2026-05-11 13F First National Bank Of Omaha 20.093 -12,57 1.706 -9,11
2026-04-28 13F Townsend & Associates, Inc 128.310 -20,75 11.444 -18,48
2026-05-08 13F Walleye Trading LLC 0 -100,00 0
2026-04-16 13F Phillips Financial Management, Llc 12.376 -26,97 1.091 -20,65
2026-05-08 13F Valeo Financial Advisors, LLC Call 200 0,00 18 6,25
2026-05-08 13F Valeo Financial Advisors, LLC 50.669 30,89 4.467 42,14
2026-04-21 13F J2 Capital Management Inc 30.497 -52,94 2.689 -48,90
2026-04-20 13F YANKCOM Partnership 84 0,00 7 16,67
2026-05-06 13F Intentional Wealth Strategies, LLC 22.943 2.023
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-04-15 13F Aspen Investment Management Inc 5.408 0,00 0
2026-04-17 13F Atlas Brown,Inc. 4.311 -3,38 380 4,97
2026-04-21 13F Crown Wealth Group, LLC 43.172 38,46 3.806 50,43
2026-05-01 13F Anchor Investment Management, LLC 10 0,00 1
2026-04-21 13F First United Bank Trust/ 1.902 0,00 168 8,44
2026-05-05 13F Robinson Value Management, Ltd. 50.918 -14,91 4.489 -7,60
2026-05-04 13F Mill Capital Management, LLC 12.994 0,00 1.146 8,63
2026-05-21 13F Vestor Capital, Llc 0 -100,00 0
2026-05-07 13F Virtue Capital Management, LLC 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 19.086 -26,52 1.683 -20,21
2026-05-07 13F Maimon Wealth Management Ltd. 24.725 -13,12 2.100 -9,13
2026-05-12 13F Hutchinson Capital Management/ca 23.132 0,00 2.039 8,63
2026-04-20 13F Ritholtz Wealth Management 4.476 27,09 395 38,25
2026-05-13 13F WealthCollab, LLC 7.600 4,37 670 13,37
2026-05-15 13F Advisor Group Holdings, Inc. 1.785.793 -14,24 157.433 -6,85
2026-05-15 13F Cape Investment Advisory, Inc. 2.455 -44,72 216 -40,00
2026-05-05 13F Mjp Associates Inc /adv 3.409 3,08 301 11,94
2026-02-06 13F New Millennium Group LLC 10.502 6,51 852 18,83
2026-05-05 13F West Paces Advisors Inc. 4.815 0,00 424 8,72
2026-04-13 13F Mader & Shannon Wealth Management, Inc. 332.931 -17,87 29.351 -0,50
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 589.772 -28,89 51.994 -22,76
2026-05-13 13F Allie Family Office LLC 58.492 -5,45 5.186 3,29
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-04-17 13F Krilogy Financial LLC 3.678 0,08 332 -5,16
2026-01-16 13F Beaumont Financial Advisors, LLC 0 -100,00 0
2026-01-22 13F Demars Financial Group, LLC 0 -100,00 0
2026-04-28 13F Clear Retirement Advice LLC 27.961 -1,36 2.465 -3,94
2026-04-10 13F Capital Advantage, Inc. 2.993 0,00 264 8,68
2026-05-06 13F Deutsche Bank Ag\ 997.905 -4,18 87.975 4,07
2026-05-15 13F Empowered Funds, LLC 19.262 -8,59 1.698 -0,70
2026-04-14 13F Drive Wealth Management, Llc 14.681 10,75 1.294 20,37
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 60.232 11,12 5.310 20,71
2026-05-05 13F Wagner Wealth Management, Corp 0 -100,00 0
2026-05-13 13F Dynamic Wealth Strategies, LLC 380 -14,80 34 -8,33
2026-04-21 13F Accredited Investor Services, Llc 32.090 4,54 2.829 13,57
2026-05-21 13F JDM Financial Group LLC 55 0,00 5 0,00
2026-04-30 13F Beacon Financial Group 44.755 -55,82 3.946 -52,02
2026-04-16 13F Capital Advisors, Ltd. LLC 1.812 0,00 0
2026-04-20 13F Minichmacgregor Wealth Management, Llc 149.400 0,35 13.171 9,00
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 2.569 -0,96 226 7,62
2026-05-07 13F Cassaday & Co Wealth Management LLC 5.916 -0,24 522 8,32
2026-05-14 13F Pinnacle Financial Partners, Inc. 71.612 -9,52 6.313 -1,73
2026-04-29 13F CVA Family Office, LLC 1.565 0,00 138 7,87
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 6.574 -11,82 580 -4,30
2026-05-16 13F Sunbelt Securities, Inc. 253.669 -3,24 22.363 5,09
2026-04-16 13F Beese Fulmer Investment Management, Inc. 6.997 -20,23 617 -13,48
2026-05-13 13F Cetera Investment Advisers Put 0 -100,00 0
2026-04-22 13F Mid-American Wealth Advisory Group, Inc. 4.215 0,00 342 0,00
2026-05-12 13F Belvedere Trading LLC 4.562 -90,50 402 -89,68
2026-04-07 13F Fragasso Group Inc. 2.783 0,11 244 8,00
2026-04-08 13F Parkside Investments, LLC 146.705 7,09 12.934 16,30
2026-05-12 13F Belvedere Trading LLC Call 2.000 -31,03 176 -25,11
2026-05-12 13F Belvedere Trading LLC Put 300 26
2026-05-11 13F Allstate Corp 48.252 150,27 4.254 171,93
2026-04-29 13F Advance Capital Management, Inc. 9.360 2,97 825 11,94
2026-06-04 13F Town Capital LLC 9.689 -47,79 854 -43,29
2026-05-15 13F Janus Henderson Group Plc 4.369 49,88 385 63,14
2026-05-15 13F Zuckerman Investment Group, LLC 0 -100,00 0
2026-05-04 13F 1st Source Bank 2.344 207
2026-05-11 13F F/M Investments LLC 0 -100,00 0
2026-01-20 13F Austin Private Wealth, LLC 8.065 -7,94 655 2,67
2026-05-01 13F Wealthspire Advisors, LLC 30.821 -7,07 2.717 0,93
2026-04-17 13F Harbour Wealth Management Group, Inc. 149.800 -7,46 13.206 0,52
2026-05-12 13F Awm Capital, Llc 0 -100,00 0
2026-05-13 13F May Barnhard Investments LLC 9.452 0,85 833 9,61
2026-05-01 13F Capital City Trust Co/fl 2.806 0,00 247 8,81
2026-04-10 13F Benin Management CORP 4.608 406
2026-04-16 13F Rockland Trust Co 4.406 10,87 388 20,50
2026-04-22 13F Riverbend Wealth Management, LLC 12.116 0,41 1.068 9,09
2026-05-05 13F Willis Investment Counsel 2.750 0,00 242 8,52
2026-04-28 13F Fortis Capital Advisors, LLC 2.602 4,00 229 12,81
2026-04-20 13F Dagco, Inc. 4.925 0,00 434 8,77
2026-05-11 13F Guardian Capital, LLC 0 -100,00 0
2026-05-13 13F Douglass Winthrop Advisors, LLC 18.680 0,00 1.647 8,58
2026-05-14 13F MRP Capital Investments, LLC 5.500 -20,00 485 -13,26
2026-05-13 13F Southeast Asset Advisors Inc. 115.740 0,10 10.204 8,73
2026-05-14 13F Battery Global Advisors, LLC 100.804 19.137,40 8.887 2.382,12
2026-04-14 13F Prospera Financial Services Inc 151.124 -6,45 13.323 1,62
2026-04-29 13F W Advisors, Llc 6.572 -40,96 579 -35,88
2026-05-12 13F Waterloo Capital, L.P. 109.094 26,62 9.618 37,52
2026-04-20 13F Ronald Blue Trust, Inc. 470.409 -9,73 41.471 -1,95
2026-05-15 13F Greenline Partners, LLC 99.834 0,00 8.801 8,61
2026-04-13 13F Bourgeon Capital Management Llc 0 -100,00 0
2026-04-15 13F Cypress Wealth Services, LLC 34.083 -44,95 3.005 -40,22
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 633 56
2026-05-06 13F Hallmark Capital Management Inc 0 -100,00 0
2026-04-22 13F Muirfield Wealth Advisors Llc 12.555 4,23 1.107 13,20
2026-05-13 13F Kovitz Investment Group Partners, LLC 4.110 -30,84 362 -24,90
2026-05-15 13F Royal Bank Of Canada 3.822.912 -1,99 337.028 6,45
2026-04-21 13F Pacific Park Financial, Inc. 74.199 -1,60 6.541 6,88
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 160.326 -4,86 14.134 3,33
2026-05-14 13F Bright Financial Advisors, Inc. 17.962 2,41 1.584 11,24
2026-05-06 13F Bartlett & Co. Wealth Management Llc 1.466 0,00 125 5,08
2026-05-13 13F SRS Capital Advisors, Inc. 96.433 -43,66 8.501 -38,82
2026-04-21 13F J.M. Arbour, LLC 5.701 -60,61 503 -57,24
2026-04-15 13F Weil Company, Inc. 35.102 -4,50 3.095 3,72
2026-05-07 13F MA Private Wealth 87.278 -44,32 7.694 -39,53
2026-04-15 13F Alhambra Investment Partners LLC 38.220 -8,88 3.369 -1,03
2026-05-13 13F 1620 Investment Advisors, Inc. 708 0,00 62 8,77
2026-04-13 13F Fiduciary Financial Group, Llc 104.155 2,23 9.182 11,03
2026-05-14 13F Regal Investment Advisors LLC 33.976 -49,01 2.995 -44,62
2026-05-14 13F Plum Street Advisors, LLC 108.281 -4,96 9.546 3,23
2026-05-11 13F Evermay Wealth Management Llc 16.608 -0,40 1.464 8,20
2026-04-23 13F WMG Financial Advisors, LLC 3.167 279
2026-04-27 13F Latitude Advisors, LLC 0 -100,00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 21.883 11,02 1.929 20,64
2026-04-06 13F Private Client Services, Llc 10.680 3,10 942 12,02
2026-05-13 13F Triumph Capital Management 480 0,00 42 10,53
2026-04-07 13F Farmers Trust Co 7.839 -5,30 691 2,98
2026-05-15 13F Keating Financial Advisory Services, Inc. 2.457 14,55 217 24,14
2026-05-13 13F Edmond De Rothschild Holding S.a. 0 -100,00 0
2026-05-07 13F Sentinel Trust Co Lba 76.786 -3,87 7 0,00
2026-04-27 13F Nvwm, Llc 29.871 -33,89 2.633 -28,20
2026-05-08 13F Smithfield Trust Co 3.989 15,86 0
2026-01-07 13F Significant Wealth Partners LLC 0 -100,00 0
2026-05-15 13F Ameriprise Financial Inc 6.995.965 -3,74 618.931 4,86
2026-05-14 13F Novak & Powell Financial Services, Inc. 38.023 -0,00 3.352 8,62
2026-05-15 13F Wealth Architects, LLC 5.425 36,89 478 48,91
2026-04-15 13F Atwood & Palmer Inc 200 0,00 18 6,25
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100,00 0 -100,00
2026-05-04 13F Purkiss Capital Advisors LLC 186.996 5,24 16.486 14,30
2026-04-21 13F Maltin Wealth Management, Inc. 100.929 -4,39 8.898 3,84
2026-05-15 13F Hamilton Capital, LLC 17.279 -3,70 1.523 4,60
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 4.710 415
2026-05-12 13F Liberty Wealth Management Llc 49.100 -20,16 4.329 -13,28
2026-04-22 13F Aureum Wealth Management, LLC 27.066 16,29 2.386 26,31
2026-01-27 13F Private Wealth Partners, LLC 0 -100,00 0
2026-05-04 13F Camden National Bank 88.872 -1,56 7.835 6,92
2026-05-15 13F Evercore Wealth Management, LLC 620.632 -0,81 54.715 7,73
2026-05-06 13F DecisionPoint Financial, LLC 0 -100,00 0
2026-02-13 13F University Of Texas/texas Am Investment Managment Co 0 -100,00 0 -100,00
2026-05-07 13F Alpha Zero LLC 50.177 -7,04 4.424 0,96
2026-05-15 13F/A Spears Abacus Advisors LLC 3.210 6,64 283 15,57
2026-03-12 13F Nalls Sherbakoff Group, Llc 1.703 -27,53 138 51,65
2026-04-10 13F Ballew Advisors, Inc 18.035 0,00 1.618 3,92
2026-05-15 13F TRUE Private Wealth Advisors 205.656 457,26 18.131 505,34
2026-04-21 13F GHP Investment Advisors, Inc. 400 35
2026-04-08 13F Prospera Capital Management, LLC 2.981 0,00 263 8,71
2026-05-14 13F Wealth Alliance 101.021 -31,50 8.906 -25,61
2026-05-13 13F Aureus Asset Management, LLC 9.322 242,09 822 271,49
2026-05-04 13F Greenspring Advisors, LLC 14.884 0,00 1.312 8,61
2026-05-12 13F Riggs Asset Managment Co. Inc. 25.221 -12,97 2.223 -5,48
2026-04-30 13F Forza Wealth Management, LLC 197.403 -5,44 17.403 2,70
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-05-11 13F Sage Mountain Advisors LLC 32.753 0,00 2.887 8,62
2026-04-29 13F Sunrise Financial Services, LLC 291 0,00 26 8,70
2026-04-30 13F Mascoma Wealth Management LLC 1.250 0,00 110 8,91
2026-04-30 13F Kestra Advisory Services, LLC 592.810 5,48 52.262 14,56
2026-05-06 13F Modera Wealth Management, LLC 63.763 -0,42 5.621 8,16
2026-05-15 13F NorthRock Partners, LLC 46.777 -62,58 4.124 -59,36
2026-05-08 13F Vanguard National Trust Co 1.099 97
2026-04-23 13F Chicago Capital, LLC 2.806 0,00 247 8,81
2026-05-11 13F Aprio Wealth Management, LLC 3.614 29,49 319 -10,17
2026-05-15 13F Legacy Capital Wealth Partners, LLC 2.794 -1,52 246 6,96
2026-04-02 13F Aspect Partners, LLC 73.490 4,14 6.479 13,09
2026-05-15 13F United Capital Financial Advisers, Llc 159.397 -62,76 14.052 -59,55
2026-04-06 13F Rosenberg Matthew Hamilton 5.250 0,00 463 8,45
2026-04-13 13F Accelerate Investment Advisors LLC 2.961 -5,37 261 3,16
2026-04-14 13F XY Planning Network, Inc. 3.266 -9,35 293 0,00
2026-04-16 13F Asset Advisory Group, Inc. 3.000 0,00 264 8,64
2026-05-13 13F Syon Capital Llc 259.921 -12,66 22.915 -5,13
2026-04-08 13F Wealth Science Advisors LLC 55 4
2026-02-02 13F Wells Financial Advisors INC 0 -100,00 0 -100,00
2026-04-30 13F Acorn Wealth Advisors, LLC 6.402 44,78 564 57,54
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 13.029 -0,12 1.149 8,51
2026-05-04 13F Element Wealth, LLC 2.832 -0,21 250 8,26
2026-06-01 13F Integrated Investment Consultants, LLC 7.972 -6,45 703 1,59
2026-05-11 13F Citigroup Inc 7.119.652 -1,13 627.668 7,38
2026-04-23 13F Unify Financial Advisors 0 -100,00 0
2026-05-13 13F Packer & Co Ltd 0 -100,00 0
2026-05-01 13F Emerald Investment Partners, Llc 25.514 -40,26 2.249 -35,11
2026-05-01 13F Holistic Planning, LLC 26.889 47,49 2.371 60,24
2026-05-05 13F Williams Jones Wealth Management, LLC. 656.355 3,55 57.864 12,47
2026-04-23 13F Grand Central Investment Group 29.201 0,00 2.574 8,61
2026-04-27 13F Apeiron RIA LLC 95.546 -2,71 8.423 -0,70
2026-04-07 13F Howard Financial Services, Ltd. 4.590 -27,74 405 -21,55
2026-04-24 13F NavPoint Financial, Inc. 75.890 -0,37 6.690 8,20
2026-01-06 13F Ransom Advisory, Ltd 99 8
2026-04-29 13F Saxon Interests, Inc. 4.056 0,00 358 8,51
2026-04-17 13F Nottingham Advisors, Inc. 80.317 -10,48 7.081 -2,77
2026-05-07 13F Scarborough Advisors, LLC 27.947 2.464
2026-05-14 13F Raymond James Financial Inc 5.513.280 -2,39 486.051 6,01
2026-04-27 13F Pachira Investments Inc. 13.580 132,61 1.197 153,07
2026-02-12 13F Planning Project LLC 1.282 104
2026-05-08 13F Wall Street Access Asset Management, LLC 448 62,91 28 22,73
2026-04-20 13F Banque Cantonale Vaudoise 54.286 -1,24 4.785 7,21
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 8.755 218,36 772 245,74
2026-04-23 13F SageGuard Financial Group, LLC 79.200 69,30 6.982 83,88
2026-05-07 13F Lyell Wealth Management, Lp 3.517 0,00 310 8,77
2026-05-15 13F Independent Family Office, LLC 373.645 -3,42 32.941 4,89
2026-04-15 13F Pullen Investment Management, LLC 7.030 0,54 620 9,17
2026-04-15 13F FNY Investment Advisers, LLC 2.300 0
2026-04-23 13F West Bancorporation Inc 3.961 0,00 349 8,72
2026-05-04 13F First Growth Capital LLC 10.110 -8,93 907 -14,77
2026-04-21 13F Maridea Wealth Management LLC 13.141 4,58 1.159 13,64
2026-04-28 13F Quent Capital, LLC 353.069 -15,00 31.127 -7,68
2026-05-14 13F Coastal Bridge Advisors, LLC 283.283 1,85 24.974 10,63
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0 -100,00
2026-04-22 13F TBH Global Asset Management, LLC 31.447 -63,93 2.772 -60,83
2026-04-07 13F Central Bank & Trust Co 15.571 -0,57 1.373 7,95
2026-04-09 13F Pacifica Partners Inc. 729 0,00 64 8,47
2026-01-21 13F Balance Wealth, LLC 0 -100,00 0
2026-05-12 13F WESCAP Management Group, Inc. 428.603 -3,73 37.786 4,56
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 19.791 1,45 1.745 10,17
2026-04-29 13F Geneva Partners, LLC 3.506 -17,25 309 -9,91
2026-02-11 13F Vaughan David Investments Inc/il 0 -100,00 0
2026-04-22 13F Red Door Wealth Management, LLC 59.395 6,10 5.236 15,25
2026-02-26 13F Ssa Swiss Advisors Ag 4.889 -8,87 397 1,54
2026-04-21 13F Vise Technologies, Inc. 47.674 0,00 3.870 0,00
2026-05-01 13F Patten & Patten Inc/tn 8.575 -7,05 756 0,94
2026-05-04 13F Wealthgarden F.s. Llc 23.545 -11,23 2.076 -17,79
2026-05-11 13F Integrity Advisory Solutions, LLC 3.148 9,27 278 18,88
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0 -100,00
2026-05-06 13F Centennial Bank/AR/ 2.500 0,00 220 8,91
2026-05-13 13F Wealth Management Associates, Inc. 17.678 -0,51 1.558 8,04
2026-04-27 13F Certior Financial Group, Llc 3.118 12,48 275 21,78
2026-05-07 13F Oak Barrel Wealth Advisory LLC 3.686 299
2026-05-05 13F Delta Financial Advisors Llc 81.171 0,06 7.156 8,69
2026-04-22 13F Stone Point Wealth LLC 4.960 -0,42 437 8,17
2026-01-15 13F 25 Llc 0 -100,00 0
2026-05-11 13F SCS Capital Management LLC 26.982 -0,65 2.379 7,89
2026-02-02 13F Heritage Financial Services, LLC 6.146 -44,46 499 -38,14
2026-05-26 13F Axiom Investment Management LLC 47 4
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-14 13F ICONIQ Capital, LLC 12.819 0,00 1.130 8,65
2026-04-02 13F Lvm Capital Management Ltd/mi 301.112 -0,09 27 8,33
2026-04-20 13F MBA Advisors LLC 121.730 -1,00 10.732 7,53
2026-04-08 13F Olistico Wealth, LLC 57 0,00 5 25,00
2026-05-15 13F Ameriflex Group, Inc. 1.095 75,48 97 92,00
2026-04-08 13F Dynamic Advisor Solutions LLC 27.393 58,67 2.415 72,31
2026-05-04 13F Procyon Private Wealth Partners, LLC 5.054 -91,29 446 -90,55
2026-02-06 13F Global Retirement Partners, LLC 137.928 54,75 11.196 72,60
2026-02-12 13F FineMark National Bank & Trust 123.571 -3,34 10.030 7,83
2026-04-21 13F OneAscent Family Office, LLC 3.191 281
2026-04-21 13F Foster & Motley Inc 3.701 -4,79 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 6.449.886 -2,22 568.622 6,21
2026-05-12 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 13.839 -14,16 1.220 -7,15
2026-05-05 13F LFA - Lugano Financial Advisors SA 3.893 0,00 343 8,89
2026-04-21 13F Grimes & Company, Inc. 2.728 240
2026-01-27 13F Friedenthal Financial 0 -100,00 0
2026-04-29 13F Golden Road Advisors Llc 3.373 297
2026-05-13 13F Bank OZK 31.777 -3,97 2.801 4,32
2026-01-28 13F Edge Financial Advisors LLC 19.505 -0,50 1.583 11,01
2026-05-15 13F Magnolia Capital Advisors Llc 11.818 0,19 1.042 8,78
2026-04-17 13F Monticello Wealth Management, Llc 2.803 0,00 247 8,81
2026-05-07 13F Confluence Wealth Services, Inc. 33.162 -26,20 2.924 -19,85
2026-05-06 13F Laidlaw Wealth Management LLC 2.410 212
2026-05-12 13F Clark Wealth Partners 0 -100,00 0
2026-05-04 13F NWF Advisory Services Inc. 14.216 -13,18 1.253 -5,72
2026-04-22 13F Traveka Wealth, LLC 6.842 171,72 603 195,59
2026-04-21 13F Patton Albertson Miller Group, Llc 44.749 34,97 3.945 46,60
2026-05-11 13F Shepherd Financial Partners LLC 132.862 -28,73 11.713 -22,59
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 5.977 3,32 527 12,15
2026-05-15 13F SkyView Investment Advisors, LLC 464.273 0,61 41 8,11
2026-04-29 13F Skopos Labs, Inc. 17.021 17,60 1.501 27,01
2026-05-13 13F Capital Group Private Client Services, Inc. 458.291 9,75 40.403 19,20
2026-05-13 13F Crosspoint Financial, Llc 2.646 -84,18 233 -82,83
2026-05-14 13F Klingman & Associates, LLC 15.608 147,24 1.376 168,75
2026-05-13 13F Invst, LLC 21.101 -63,26 1.860 -60,10
2026-04-30 13F Valued Wealth Advisors LLC 831 -0,48 73 8,96
2026-05-06 13F Eq Llc 73.698 0,66 6.497 9,34
2026-04-22 13F Motco 78.644 -0,17 6.933 8,43
2026-05-14 13F Endeavor Private Wealth, Inc. 23.615 -40,72 2.082 -35,63
2026-05-15 13F Vestmark Advisory Solutions, Inc. 66.781 6,59 5.887 15,77
2026-05-14 13F Pennsylvania State University 1.574.099 -9,08 138.773 -1,25
2026-04-21 13F SmartHarvest Portfolios, LLC 6.485 2,03 572 10,87
2026-04-16 13F Montecito Bank & Trust 3.630 0,00 320 8,84
2026-05-11 13F REAP Financial Group, LLC 6.759 4,61 596 13,55
2026-04-09 13F Lantz Financial LLC 11.396 -31,04 1.005 -25,13
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 415.374 33.716
2026-04-13 13F ONE Advisory Partners, LLC 38.233 -62,58 3.371 -59,36
2026-04-28 13F Clay Northam Wealth Management, LLC 6.074 0,18 535 8,74
2026-04-15 13F Fortitude Family Office, LLC 6.307 18,93 556 29,30
2026-04-21 13F VCI Wealth Management LLC 318.108 -26,81 28.044 -20,50
2026-04-17 13F IFC & Insurance Marketing, Inc. 8.010 11,59 706
2026-04-20 13F Hilton Head Capital Partners, LLC 96 123,26 8 166,67
2026-04-30 13F Sequoia Financial Advisors, LLC 80.309 -1,21 7.080 7,31
2026-04-08 13F Inspirion Wealth Advisors, Llc 10.153 0,00 895 8,62
2026-04-30 13F Donaldson Capital Management, Llc 2.287 202
2026-05-06 13F Main Street Group, LTD 3.875 1,33 342 10,00
2026-05-14 13F Chandler Asset Management, Inc. 109.200 9.627
2026-04-15 13F Redhawk Wealth Advisors, Inc. 18.151 -3,43 1.600 4,92
2026-05-15 13F Kcm Investment Advisors Llc 14.129 -3,41 1.246 4,89
2026-05-15 13F Fortress Financial Group, Llc 3.830 338
2026-05-15 13F National Bank Of Canada /fi/ 605.145 -4,87 53.319 3,29
2026-04-21 13F BCU Wealth Advisors, LLC 4.790 -66,29 422 -63,40
2026-05-05 13F Napier Financial, LLC 221 19
2026-05-07 13F Pillar Financial Advisors, LLC 5.670 0,00 500 8,48
2026-04-08 13F BOS Asset Management, LLC 3.009 -15,52 265 -8,30
2026-04-21 13F International Private Wealth Advisors LLC 4.170 -1,56 368 7,00
2026-05-15 13F Equitable Holdings, Inc. 690.721 -6,48 45.187 -24,63
2026-04-14 13F Nbc Securities, Inc. 71.157 13,72 6.273 23,51
2026-04-16 13F Connective Portfolio Management, LLC 47.029 -24,18 4.146 -17,64
2026-05-05 13F Theory Financial Llc 0 -100,00 0
2026-04-14 13F Kozak & Associates, Inc. 129 41,76 12 57,14
2026-04-23 13F Oregon Pacific Wealth Management, LLC 0 -100,00 0
2026-04-27 13F Actinver Wealth Management, Inc. 21.531 3,32 1.898 12,24
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 28.594 -21,05 2.521 -14,26
2026-04-16 13F Whitener Capital Management, Inc. 37.624 -0,02 3.317 8,58
2026-05-01 13F Connecticut Wealth Management, LLC 4.711 415
2026-05-12 13F Ausdal Financial Partners, Inc. Put 6.300 555
2026-05-12 13F Ausdal Financial Partners, Inc. 61.424 5,27 5.415 14,29
2026-04-28 13F Kiley Juergens Wealth Management, Llc 4.726 417
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-05-05 13F Westover Capital Advisors, LLC 62.005 -1,77 5.466 6,70
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-28 13F Raleigh Capital Management Inc. 1.114 -58,74 98 -55,25
2026-05-13 13F Adviser Investments LLC 23.928 -78,78 2.109 -76,95
2026-05-15 13F Colter Lewis Investment Partners LLC 7.946 118,00 701 137,29
2026-05-14 13F EP Wealth Advisors, Inc. 52.404 22,92 4.620 33,50
2026-04-23 13F Willis Johnson & Associates, Inc. 3.140 0,00 277 8,66
2026-04-29 13F WealthPlan Investment Management, LLC 4.682 0,69 413 9,28
2026-05-11 13F Meridian Wealth Advisors, LLC 585.046 2,51 51.578 11,33
2026-05-08 13F Fore Capital, LLC 0 -100,00 0
2026-05-15 13F Cardiff Park Advisors, Llc 32.370 3,19 2.854 12,06
2026-04-22 13F Oak Harvest Investment Services 2.562 -18,25 226 -11,42
2026-04-09 13F Acropolis Investment Management, LLC 2.805 -7,88 247 0,00
2026-04-27 13F Lodestar Private Asset Management Llc 2.818 0,00 248 8,77
2026-05-06 13F Private Wealth Asset Management, LLC 19.899 -7,03 1.754 0,98
2026-04-16 13F Forbes J M & Co Llp 918.801 -22,34 81.001 -15,66
2026-04-10 13F Abound Wealth Management 0 -100,00 0
2026-04-29 13F Horst & Graben Wealth Management LLC 40.863 -26,36 3.599 -20,13
2026-04-14 13F SigFig Wealth Management, LLC 16.560 -62,31 1.460 -59,09
2026-05-20 13F Leigh Baldwin & Co., Llc 7.240 9,61 638 19,03
2026-05-06 13F TCFG Investment Advisors, LLC 9.000 793
2026-05-04 13F Nadler Financial Group, Inc. 72.524 7,30 6.394 16,53
2026-05-01 13F Capital Squared Financial LLC 7.534 -7,91 664 0,00
2026-04-23 13F Comprehensive Money Management Services LLC 20.080 -5,25 1.770 2,91
2026-05-15 13F Beck Capital Management, Llc 88.060 0,02 7.763 8,63
2026-04-16 13F Toth Financial Advisory Corp 124 14,81 11 25,00
2026-05-07 13F Continuum Wealth Advisors, Llc 5.625 -3,03 496 5,32
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 740.591 -1,36 65.291 7,13
2026-05-04 13F Retirement Planning Group 4.248 375
2026-05-13 13F O'shaughnessy Asset Management, Llc 78.881 3,84 6.954 12,78
2026-05-11 13F Reliant Investment Partners, LLC 2.387 210
2026-04-07 13F Myecfo, Llc 19.065 -1,04 1.681 7,49
2026-05-04 13F Legacy Financial Group LLC 20.928 -59,92 1.845 -61,97
2026-04-24 13F Capital Asset Advisory Services LLC 641.037 -15,07 58.059 -9,10
2026-05-14 13F North Dallas Bank & Trust Co 39.441 -2,14 3.477 6,30
2026-05-14 13F Galvin, Gaustad & Stein, LLC 7.408 -4,23 653 4,15
2026-04-16 13F Swisher Financial Concepts, Inc. 15.883 12,90 1.400 22,70
2026-05-15 13F Silver Point Capital L.P. 0 -100,00 0
2026-02-17 13F Glenmede Trust Co Na 33.443 107,95 2.715 186,29
2026-05-05 13F Almanack Investment Partners, LLC. 0 -100,00 0
2026-05-05 13F Prosperity Consulting Group, LLC 3.583 -15,18 316 -7,89
2026-04-23 13F Fortune Financial Group, Inc. 0 -100,00 0
2026-05-15 13F Everest Financial Group LLC 70.726 0,18 6.235 8,81
2026-01-27 13F Elevated Capital Advisors, LLC 0 -100,00 0
2026-04-28 13F Busey Wealth Management 5.575 -22,31 491 -15,64
2026-04-15 13F LongView Wealth Management 0 -100,00 0
2026-05-15 13F Wellspring Financial Advisors, LLC 97.986 -3,04 8.638 5,30
2026-05-01 13F Signature Resources Capital Management, LLC 1.326 24,98 117 34,88
2026-05-06 13F Berkeley Capital Partners, LLC 8.269 -2,43 729 5,97
2026-05-11 13F Nkcfo Llc 279.400 0,00 25 9,09
2026-05-01 13F Advisors Capital Management, LLC 4.689 -16,15 413 -8,83
2026-05-11 13F Godfrey Financial Associates, Inc. 312 0,00 28 8,00
2026-05-11 13F Wealth Dimensions Group, Ltd. 4.169 0,46 368 9,23
2026-05-13 13F Heritage Wealth Advisors 3.485 0,00 307 8,87
2026-05-12 13F BOK Financial Private Wealth, Inc. 61.199 0,33 5.395 8,97
2026-01-15 13F Northstar Advisory Group, LLC 0 -100,00 0
2026-05-05 13F Net Worth Advisory Group 7.460 -21,45 658 -14,68
2026-05-08 13F Clarion Wealth Managment Partners, LLC 16.188 -8,43 1.427 -0,49
2026-05-01 13F Financial Alternatives, Inc 67.980 0,08 5.993 8,71
2026-04-21 13F Trilogy Capital Inc. 2.591 -12,23 228 -4,60
2026-05-13 13F Heritage Trust Co 3.410 301
2026-05-13 13F Verger Capital Management LLC 213.063 -21,32 18.784 -14,55
2026-05-14 13F TRB Wealth Management, LLC 15.675 1.382
2026-05-15 13F Parallax Volatility Advisers, L.P. 2.550 -32,00 225 -26,32
2026-05-13 13F Mariner, LLC 1.389.406 -4,15 122.490 4,10
2026-05-14 13F Van Hulzen Asset Management, LLC 181.387 -10,40 15.991 -2,68
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 9.661 26,95 852 37,93
2026-04-21 13F Venturi Wealth Management, LLC 26.687 1,89 2.353 10,63
2026-04-17 13F Ambassador Advisors, LLC 233.729 -5,90 20.606 2,20
2026-05-12 13F Prosperity Bancshares Inc 858 0,00 76 8,70
2026-05-06 13F Kelsey Financial, LLC 2.500 0,00 220 8,91
2026-04-24 13F Patten Group, Inc. 5.235 1,16 462 9,76
2026-05-08 13F Fortis Group Advisors, LLC 21.148 -66,76 1.837 -68,36
2026-05-14 13F Solstein Capital, LLC 49 276,92 4 300,00
2026-04-23 13F Private Wealth Management Group, LLC 110 -86,67 10 -86,36
2026-05-13 13F Kingdom Financial Group LLC. 492 -59,00 43 -55,67
2026-04-24 13F Semus Wealth Partners LLC 3.643 -33,23 321 -27,38
2026-05-13 13F New England Professional Planning Group Inc. 3.025 0,00 267 8,57
2026-05-11 13F Haverford Trust Co 4.181 15,59 369 25,60
2026-05-11 13F Kestra Investment Management, LLC 7.171 40,69 632 53,03
2026-04-21 13F Madson Wealth Advisors Inc 8.226 725
2026-04-28 13F Integral Investment Advisors, Inc. 6.692 -6,95 590 1,03
2026-05-15 13F Beacon Pointe Advisors, LLC 455.470 48,01 40.154 60,76
2026-05-08 13F NewSquare Capital LLC 38.031 -2,30 3.353 6,11
2026-02-12 13F NDVR, Inc. 4.408 0,00 358 11,56
2026-05-04 13F Archer Investment Corp 673 0,00 59 9,26
2026-05-08 13F Coldstream Capital Management Inc 12.553 -38,94 1.107 -33,69
2026-04-13 13F Perennial Advisors, LLC 43.703 3.853
2026-04-13 13F Trust Co 326 0,00 29 7,69
2026-05-12 13F Colonial Trust Advisors 2.820 -12,67 249 -5,34
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 2.759 -38,61 243 -33,24
2026-05-15 13F Maripau Wealth Management Llc 0 -100,00 0
2026-05-07 13F Regimen Wealth, Llc 7.922 -11,57 698 -3,99
2026-04-22 13F BKM Wealth Management, LLC 9.267 -0,43 817 8,08
2026-04-27 13F Proathlete Wealth Management Llc 9.169 230,65 808 259,11
2026-05-15 13F/A Independent Financial Group, Llc 125.483 -23,58 11.063 -17,00
2026-05-08 13F Quantify Chaos Advisors, Llc 7.976 0,00 703 8,66
2026-05-14 13F Level Four Advisory Services, Llc 59.619 -3,90 5.256 4,39
2026-04-14 13F Howland Capital Management Llc 52.994 9,91 4.672 19,37
2026-01-21 13F Westfuller Advisors, LLC 0 -100,00 0
2026-05-06 13F Mizuho Securities Co. Ltd. 830 73
2026-04-10 13F Boston Research & Management Inc 46.824 -0,28 4 33,33
2026-04-20 13F Kestra Private Wealth Services, Llc 193.534 -7,66 17.062 0,29
2026-04-23 13F Woodward Diversified Capital, Llc 5.326 -11,62 486 -0,61
2026-05-15 13F First Manhattan Co 23.372 11,48 2.060 21,11
2026-04-23 13F Harbor Investment Advisory, Llc 5.702 -7,90 503 0,00
2026-04-22 13F Continuum Advisory, LLC 12.553 -9,73 1.107 -1,95
2026-05-06 13F TopTier Wealth Management, LLC 12.988 0,00 1.145 8,63
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 34.431 4,93 3.035 13,97
2026-05-13 13F Franklin Resources Inc 1.107.322 -5,72 97.622 2,40
2026-04-27 13F Ergawealth Advisors, Inc. 2.522 -21,48 222 -14,62
2026-04-23 13F Financial & Tax Architects, LLC 47.530 -4,93 4.190 3,28
2026-05-01 13F Thrivent Financial For Lutherans 161.515 -62,30 14 -58,82
2026-05-08 13F New England Private Wealth Advisors LLC 33.681 0,00 2.969 8,64
2026-04-15 13F RCW Management, LLC 11.020 -6,89 972 1,15
2026-05-05 13F 4J Wealth Management LLC 23.088 -28,50 2.035 -22,36
2026-04-27 13F Exencial Wealth Advisors, Llc 3.151 278
2026-04-21 13F Polaris Investment Advisors, LLC 18.528 -38,27 1.633 -32,96
2026-05-11 13F Great Valley Advisor Group, Inc. 91.620 -9,09 8.078 -1,25
2026-05-13 13F Scotia Capital Inc. 80.902 1,65 7.132 10,42
2026-05-08 13F Sound Financial Strategies Group, LLC 5.555 490
2026-05-15 13F Cypress Capital Group 272.064 -0,89 23.985 7,65
2026-05-12 13F Rsm Us Wealth Management Llc 93.259 -1,98 8.222 5,76
2026-04-14 13F Well Done, LLC 167.790 1,25 14.792 9,97
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 88.851 3,71 7.833 12,66
2026-04-23 13F Oppenheimer Asset Management Inc. 293.702 -3,34 25.893 4,98
2026-05-15 13F Integrated Wealth Concepts LLC 315.082 -11,13 27.778 -3,47
2026-04-16 13F Stephen J. Garry & Associates, Llc 160.108 0,62 14.115 9,29
2026-05-13 13F Freestone Capital Holdings, LLC 39.648 -16,48 3.495 -9,29
2026-04-23 13F Bigelow Investment Advisors, LLC 131.038 -8,60 11.552 -0,73
2026-05-22 13F Wellington Grp LLC 749 66
2026-04-27 13F Trademark Financial Management, LLC 56.280 1,42 4.962 10,15
2026-04-08 13F Sfm, Llc 4.294 -0,35 379 8,31
2026-04-23 13F Glass Jacobson Investment Advisors llc 2.329 1,09 205 9,63
2026-04-14 13F Opal Wealth Advisors, LLC 1.615 142
2026-04-15 13F Fifth Third Securities, Inc. 285.079 -7,76 25.133 0,19
2026-04-24 13F Midwest Capital Advisors, LLC 47.263 -57,35 4.167 -53,68
2026-04-16 13F Security National Bank 4.145 2.947,79 365 3.218,18
2026-04-22 13F Patton Fund Management, Inc. 94.658 -14,87 8.345 -7,53
2026-05-04 13F Brookwood Investment Group LLC 17.926 2,28 1.580 11,11
2026-05-15 13F Intrepid Capital Management Inc 76.246 2,14 6.722 10,93
2026-04-21 13F Diesslin Group, Inc. 8.664 -28,10 764 -21,98
2026-05-04 13F Brookwood Investment Group LLC Call 47.000 56,67 4.144 7.867,31
2026-04-13 13F Garrett Investment Advisors LLC 7.129 1,31 628 9,98
2026-04-22 13F Quattro Financial Advisors Llc 5.707 0,00 503 8,64
2026-05-13 13F Laffer Investments 2.951 0,00 260 8,79
2026-04-08 13F Sharper & Granite LLC 12.805 -12,59 1.129 -5,13
2026-05-04 13F Clear Investment Research, Llc 5.801 -11,73 511 -4,13
2026-04-20 13F Cardinal Point Capital Management, ULC 303.426 1,67 26.750 10,42
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-13 13F Farrell Financial LLC 49.772 -1,07 4.388 7,45
2026-05-12 13F Kingsview Wealth Management, LLC 343.318 -23,20 30.267 -16,59
2026-05-14 13F Public Employees Retirement System Of Ohio 1.017.800 109,12 89.729 127,13
2026-04-14 13F Cathy Pareto & Associates, Inc 31.322 -1,25 2.760 7,19
2026-04-14 13F Pictet North America Advisors SA 248.159 0,00 21.878 8,61
2026-05-01 13F American Trust 23.373 -39,21 2.061 -33,97
2026-04-17 13F HHM Wealth Advisors, LLC 5.107 -1,69 450 6,89
2026-05-11 13F Empirical Asset Management, LLC 5.459 -2,12 481 6,42
2026-04-22 13F Networth Advisors, LLC 51 0,00 4 0,00
2026-05-11 13F Howard Wealth Management, Llc 3.203 11,53 282 21,03
2026-02-17 13F Private Advisor Group, LLC Put 0 -100,00 0
2026-05-01 13F Miller Financial Services LLC 0 -100,00 0
2026-05-13 13F Ci Investments Inc. 64.617 0,00 5.697 8,62
2026-04-16 13F Terra Nova Asset Management LLC 21.766 0,00 1.919 8,61
2026-04-27 13F Three Cord True Wealth Management, LLC 8.956 1,28 790 10,04
2026-05-11 13F BankPlus Trust Department 1.242 172,37 109 194,59
2026-04-21 13F Pallas Capital Advisors LLC 8.157 -0,69 719 7,96
2026-05-04 13F N.E.W. Advisory Services LLC 1.789 17,77 158 27,64
2026-04-21 13F OneAscent Financial Services LLC 11.009 6,77 971 16,03
2026-05-01 13F Gables Capital Management Inc. 355 0,00 31 10,71
2026-04-27 13F FSM Wealth Advisors, LLC 8.256 0,00 728 8,51
2026-04-02 13F Horizons Wealth Management 1.760 -8,29 155 0,00
2026-04-23 13F Ewa, Llc 20.896 -58,71 1.842 -55,15
2026-05-13 13F Principal Securities, Inc. 88.496 -17,38 7.802 -10,26
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-29 13F Index Technologies Group LLC 8.168 4,12 720 13,21
2026-02-17 13F Pureheart Capital Pte Ltd. 0 -100,00 0
2026-04-13 13F Mather Group, Llc. 51.292 -11,89 4.522 -4,32
2026-05-15 13F RMB Capital Management, LLC 12.243 0,76 1.079 9,43
2026-05-15 13F/A Itau Unibanco Holding S.A. 12.923 189,49 1.139 214,64
2026-04-22 13F Accretive Wealth Partners, LLC 105.430 0,37 9.295 9,02
2026-04-10 13F Pure Financial Advisors, Inc. 5.029 443
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 64.620 -4,17 5.697 4,07
2026-05-06 13F Shared Vision Wealth Group LLC 18.089 -51,27 1.595 -54,87
2026-05-14 13F Advisory Alpha, LLC 62.331 12,96 5.495 22,68
2026-04-15 13F Compagnie Lombard Odier SCmA 51.370 20,05 4.529 30,38
2026-04-28 13F Schaper Benz & Wise Investment Counsel Inc/wi 3.328 293
2026-04-09 13F Teamwork Financial Advisors, LLC 5.633 1,19 497 9,98
2026-04-17 13F Braeburn Wealth Management LLC 106.317 -36,63 9.373 -31,17
2026-05-05 13F HighTower Advisors, LLC 3.290.890 -2,95 290.124 5,41
2026-05-15 13F 3EDGE Asset Management, LP 4.046 -10,92 357 -3,26
2026-05-01 13F Ferguson Wellman Capital Management, Inc 7.036 620
2026-05-15 13F Cresset Asset Management, LLC 1.771.218 2,67 156.151 11,51
2026-05-15 13F Cresset Asset Management, LLC Put 100 0
2026-05-07 13F Planning Alternatives Ltd /adv 4.639 0,00 409 8,51
2026-04-28 13F Fundamentun, Llc 2.562 226
2026-04-30 13F Kornitzer Capital Management Inc /ks 10.379 -11,35 915 -3,68
2026-04-22 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-05-07 13F Summit Global Investments 0 -100,00 0
2026-04-16 13F Center For Asset Management LLC 12.175 -29,81 1.073 -23,74
2026-05-01 13F Arlington Capital Management, Inc. 118.869 -39,92 10.479 -34,75
2026-05-15 13F Briggs Wealth Management, Inc 3.965 -6,57 350 1,45
2026-04-17 13F Total Clarity Wealth Management, Inc. 14.780 -4,89 1.303 3,33
2026-04-27 13F Cresta Advisors, Ltd. 0 -100,00 0
2026-04-20 13F MBM Wealth Consultants, LLC 1.075 95
2026-05-08 13F Russell Investments Group, Ltd. 1 0
2026-05-12 13F Reyes Financial Architecture, Inc. 2.968 -13,92 262 -6,45
2026-04-22 13F Apollon Financial, LLC 73.811 -2,07 6.507 6,38
2026-05-04 13F Citizens National Bank Trust Department 33.252 -1,26 2.931 7,24
2026-05-12 13F Dynamic Financial Group 6.701 -11,85 591 -4,38
2026-06-01 13F Flagship Wealth Advisors, Llc 2.954 -19,47 184 -38,05
2026-02-12 13F Mizuho Bank, Ltd. 0 -100,00 0
2026-05-04 13F TrustBank 4.133 0,00 364 8,66
2026-05-15 13F Talon Private Wealth, LLC 4.199 -31,73 370 -3,39
2026-05-08 13F Gen-Wealth Partners Inc 3.385 -30,12 298 -24,17
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 110.073 -3,56 9.765 5,40
2026-05-11 13F Ashton Thomas Private Wealth, LLC 277.084 -6,48 24.428 1,57
2026-05-15 13F Parallax Volatility Advisers, L.P. Put 0 -100,00 0 -100,00
2026-04-20 13F Oak Family Advisors, Llc 32.784 0,49 2.890 9,14
2026-05-07 13F VCU Investment Management Co 761.798 0,00 67.160 8,61
2026-05-12 13F CBIZ Investment Advisory Services, LLC 1.250 0,00 110 8,91
2026-04-20 13F ABLE Financial Group, LLC 99.294 -16,54 8.754 -9,35
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 547.969 -68,17 48.309 -65,43
2026-06-04 13F/A Chelsea Counsel Co 309 0,00 27 8,00
2026-04-16 13F Global Wealth Management, LLC 53.966 7,75 4.758 17,02
2026-05-06 13F/A McAlvany Wealth Management LLC 8.087 -0,06 687 4,57
2026-04-28 13F Sage Rhino Capital Llc 194.691 -35,25 17.164 -29,68
2026-04-23 13F First Pacific Financial 2.531 0,00 223 8,78
2026-04-08 13F Sapient Capital Llc 147.703 -7,50 13.021 -0,20
2026-05-14 13F Vivaldi Capital Management, LLC 115.195 -4,17 10.156 4,08
2026-05-14 13F/A First Eagle Investment Management, LLC 2.868 -8,11 253 -0,40
2026-05-15 13F Quantinno Capital Management LP 91.773 53,73 8.091 66,98
2026-05-04 13F Savant Capital, LLC 47.157 14,19 4.157 24,02
2026-05-13 13F Ingalls & Snyder Llc 8.998 15,46 1
2026-05-15 13F Fairview Capital Investment Management, Llc 133.544 -9,05 11.773 -1,22
2026-05-08 13F Macroview Investment Management Llc 22.007 4,31 1.940 13,32
2026-05-15 13F Asset Management Group, Inc. 3.225 0,00 284 8,81
2026-04-21 13F Kooman & Associates 2.547 -0,16 225 8,21
2026-05-01 13F Strategic Wealth Advisors LLC 7.524 -5,69 1
2026-04-13 13F Kmg Fiduciary Partners, Llc 5.392 1,56 475 10,47
2026-05-04 13F Bedel Financial Consulting, Inc. 3.789 0,00 334 8,79
2026-05-05 13F Crestwood Advisors Group LLC 10.055 11,98 886 21,70
2026-04-16 13F Rainier Family Wealth Inc 10.957 966
2026-05-12 13F First American Trust, Fsb 268.896 -20,52 23.706 -13,68
2026-05-14 13F Ieq Capital, Llc 714.596 -12,06 62.999 -4,49
2026-05-05 13F Noesis Capital Mangement Corp 2.469 218
2026-04-08 13F Lakeridge Wealth Management LLC 7.856 -1,73 693 6,79
2026-05-04 13F Avantax Planning Partners, Inc. 5.389 5,03 475 14,18
2026-05-08 13F Moors & Cabot, Inc. 25.124 -20,07 2.215 -13,21
2026-05-11 13F Erste Asset Management GmbH 2.655.650 2,71 225.544 7,46
2026-05-06 13F Zhang Financial LLC 463.742 -2,04 40.883 6,39
2026-04-13 13F Winthrop Advisory Group LLC 3.741 -22,34 330 -15,64
2026-05-05 13F Advantage Trust Co 3.427 0,00 302 8,63
2026-04-22 13F Caldwell Trust Co 2.129 -2,29 188 6,25
2026-04-27 13F Denver Wealth Management, Inc. 6.104 538
2026-05-14 13F Capital Planning Advisors, LLC 8.464 0,00 746 8,59
2026-04-10 13F Revolve Wealth Partners, LLC 3.810 0,00 336 8,41
2026-04-23 13F American National Bank 13.441 -0,07 1.185 8,52
2026-04-29 13F IAG Wealth Partners, LLC 1.130 -15,04 100 -7,48
2026-05-14 13F Aries Wealth Management 6.860 3,39 605 12,27
2026-04-21 13F HCR Wealth Advisors 3.594 0,00 317 8,59
2026-04-22 13F Tred Avon Family Wealth, Llc 4.240 0,00 374 8,43
2026-04-27 13F Wbh Advisory Inc 6.879 -8,84 617 0,65
2026-05-20 13F January Capital Advisors LLC 24.635 -44,75 2.172 41,90
2026-05-05 13F Sanctuary Advisors, LLC 728.291 -23,33 64.206 -16,73
2026-04-20 13F Hoxton Planning & Management, LLC 8.786 -60,16 775 -56,76
2026-04-27 13F Oxbow Advisors, LLC 680.458 -15,20 59.989 -7,90
2026-04-23 13F BXM Wealth LLC 10.300 0,00 908 8,61
2026-04-14 13F New Capital Management LP 44.289 1.262,74 3.905 1.384,41
2026-04-20 13F Clune & Associates, Ltd. 2.459 217
2026-05-14 13F Main Management LLC 250 0,00 0
2026-05-12 13F Americana Partners, LLC 30.059 8,87 2.650 18,25
2026-05-12 13F Advyzon Investment Management, LLC 42.538 -43,99 3.750 -39,16
2026-05-01 13F Clarity Financial LLC 6.468 -31,40 570 -25,49
2026-04-24 13F Lynx Investment Advisory 47.819 -7,36 4.216 0,62
2026-05-01 13F Rakuten Securities, Inc. 2.292 53,11 202 66,94
2026-05-15 13F Brooks, Moore & Associates, Inc. 0 -100,00 0
2026-04-17 13F BAM Wealth Management, LLC 2.982 -29,15 263 -23,17
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 56.188 53,54 4.954 66,77
2026-05-15 13F Strategies Wealth Advisors, LLC 7.380 111,70 651 130,50
2026-05-04 13F AMG National Trust Bank 302.605 1,97 26.678 10,75
2026-05-05 13F PFG Advisors 34.631 1,24 3.053 9,98
2026-05-01 13F International Assets Investment Management, Llc 7.237 -22,82 649 -14,72
2026-04-20 13F Park Edge Advisors, LLC 55.587 -17,45 4.901 -10,34
2026-04-22 13F First Financial Group Corp 3.803 335
2026-05-05 13F Ridgeline Wealth Planning, LLC 21.933 -3,26 1.934 5,05
2026-05-12 13F Stifel Financial Corp 2.225.073 -8,52 196.162 -0,64
2026-05-14 13F Missouri Trust & Investment Co 800 -11,11 71 -4,11
2026-05-14 13F Orion Capital Management LLC 1.051 0,00 93 8,24
2026-04-28 13F DDD Partners, LLC 5.818 0,92 513 9,64
2026-04-29 13F Schmidt P J Investment Management Inc 8.212 -12,28 724 -4,74
2026-05-08 13F Walleye Trading LLC Call 132.200 18,99 11.655 29,24
2026-04-27 13F Victory Financial Group, Llc 4.030 355
2026-05-08 13F Walleye Trading LLC Put 2.100 -84,21 185 -82,85
2026-04-20 13F LVW Advisors, LLC 10.120 892
2026-05-04 13F Entelevest, LLC 9.654 22,09 851 32,76
2026-05-11 13F Founders Financial Alliance, LLC 2.408 212
2026-04-23 13F Catalyst Investment Management LLC 28.215 -26,22 2.577 -16,98
2026-05-12 13F Disciplined Investors, L.L.C. 9.775 13,66 862 23,35
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 65.110 5.740
2026-05-07 13F Patrick M Sweeney & Associates, Inc 2.370 209
2026-04-21 13F AA Financial Advisors, LLC 13.043 -30,07 1.150 -24,06
2026-04-22 13F Sterling Capital Management LLC 36.196 0,00 3.191 8,61
2026-05-14 13F Ballentine Partners, LLC 100.671 -29,54 8.875 -23,47
2026-06-01 13F First Nebraska Trust Co 8.500 0,00 749 8,71
2026-04-16 13F Five Pine Wealth Management 33.020 -4,18 2.911 4,08
2026-05-08 13F Vontobel Holding Ltd. 73.191 -8,16 6.453 -0,25
2026-05-12 13F/A Bellecapital International Ltd. 49.959 4,09 4.404 13,07
2026-05-15 13F Squarepoint Ops LLC Call 0 -100,00 0
2026-05-14 13F Meridian Wealth Partners, LLC 2.993 -34,28 264 -28,73
2026-05-05 13F Regency Capital Management Inc.\DE 176.200 0,32 15.534 8,96
2026-05-15 13F VPR Management LLC 395.430 0,00 34.861 8,61
2026-04-09 13F Life Line Wealth Management Llc 432.527 -48,16 38.132 -43,70
2026-05-08 13F Bruce G. Allen Investments, LLC 1.695 -12,18 149 -4,49
2026-04-16 13F Allegheny Financial Group LTD 3.420 0,00 302 8,66
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 40.208 0,87 3.545 9,55
2026-05-15 13F Barnes Wealth Management Group, Inc 9.063 -54,88 799 -51,04
2026-04-28 13F Topor & Co. Korea 132.898 29,18 11.716 40,31
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-04-10 13F Octavia Wealth Advisors, LLC 3.552 -11,77 313 -3,99
2026-05-05 13F Northstar Financial Companies, Inc. 31.994 0,95 2.821 9,64
2026-04-30 13F VUB Generali dochodkova spravcovska spolocnost, a.s. 42.000 -23,64 3.703 -17,07
2026-05-08 13F Steward Partners Investment Advisory, Llc 639.925 -12,65 56.416 -5,13
2026-05-12 13F Benjamin Edwards Inc 9.775 -42,13 862 -37,15
2026-05-11 13F Ellevest, Inc. 3.018 0,00 266 9,02
2026-04-29 13F Nilsine Partners, LLC 8.973 0,00 790 8,52
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 2.077 -0,91 183 7,65
2026-05-14 13F Lbmc Investment Advisors, Llc 3.878 0,00 342 8,60
2026-01-26 13F Dakota Community Bank & Trust NA 375 30
2026-05-06 13F MorganRosel Wealth Management, LLC 2.635 0,00 232 8,92
2026-04-30 13F Titleist Asset Management, Llc 43.556 -5,37 3.840 2,78
2026-04-29 13F Broussard Financial Group LLC 157.102 -6,19 13.850 1,89
2026-04-29 13F Birch Hill Investment Advisors LLC 10.652 10,36 939 19,92
2026-05-06 13F Sentinus, LLC 21.378 22,19 1.885 32,68
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-13 13F BKA Wealth Consulting, Inc. 31.925 16,48 2.815 26,53
2026-04-23 13F Greenhouse Wealth Management, LLC 25.546 1,39 2.252 10,12
2026-05-14 13F Renaissance Technologies Llc 123.968 466,06 10.929 515,03
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 56.816 -44,73 5.009 -39,97
2026-05-13 13F Alesco Advisors Llc 24.421 -9,32 2.153 -1,51
2026-01-14 13F ORG Partners LLC 9.006 2,77 731 11,96
2026-05-07 13F Avidian Wealth Solutions, LLC 16.299 -5,01 1.437 3,16
2026-04-10 13F Sound Stewardship, LLC 4.850 -21,14 428 -14,43
2026-05-11 13F Thompson Siegel & Walmsley Llc 54.393 -0,16 5 0,00
2026-05-12 13F Aspiriant, Llc 9.239 0,00 815 8,68
2026-04-29 13F Frank, Rimerman Advisors LLC 9.729 0,00 858 8,62
2026-04-07 13F Retirement Wealth Solutions LLC 6.018 -52,78 531 -48,74
2026-05-06 13F MTM Investment Management, LLC 400 0,00 35 9,38
2026-02-13 13F Motiv8 Investments LLC 362 0
2026-04-07 13F Farther Finance Advisors, LLC 298.181 73,79 26.741 92,01
2026-05-06 13F Kitching Partners, Llc 94.979 -3,99 8.373 4,28
2026-04-20 13F Kfg Wealth Management, Llc 2.830 -15,95 249 -8,79
2026-04-29 13F Sagace Wealth Management LLC 33.961 -3,99 2.994 4,28
2026-05-14 13F Vernal Point Advisors, LLC 129.807 53,38 11.444 66,59
2026-04-07 13F Park Avenue Securities Llc 584.437 -62,37 52 -59,52
2026-05-08 13F Bokf, Na 306.341 3,77 27.007 12,71
2026-05-11 13F Atlas Capital Advisors Llc 4.097 -5,38 361 2,85
2026-05-15 13F Mission Wealth Management, Lp 15.981 -1,38 1.409 7,07
2026-04-20 13F Skyline Advisors, Inc. 18.414 1.623
2026-04-09 13F Wealth Quarterback LLC 181.382 -9,87 15.991 -2,11
2026-04-16 13F First Community Trust Na 0 -100,00 0
2026-04-15 13F Valley National Advisers Inc 256 0,00 0
2026-05-13 13F Green Harvest Asset Management LLC 3.488 308
2026-04-01 13F Signature Wealth Management Group 5.879 -12,81 518 -5,30
2026-04-09 13F Park Place Capital Corp 17 -73,02 1 -80,00
2026-04-14 13F Jeppson Wealth Management, Llc 3.370 0,00 297 8,79
2026-05-12 13F D.B. Root & Company, LLC 3.707 0,00 327 8,67
2026-05-06 13F Bessemer Group Inc 99.550 8,05 9 14,29
2026-05-15 13F Summit Financial, LLC 256.644 -4,99 22.626 3,19
2026-04-13 13F Wolff Wiese Magana Llc 75 0,00 7 0,00
2026-04-22 13F Clear Creek Financial Management, LLC 106.926 -7,97 9.427 -0,05
2026-05-14 13F Allworth Financial LP 259.905 1,72 22.913 10,49
2026-04-08 13F Archer Investment Management, LLC 20.217 59,88 1.782 73,68
2026-04-15 13F Regatta Capital Group, Llc 31.592 16,82 2.785 26,88
2026-04-14 13F Capital Asset Managemnet, LLC 2.793 -62,27 246 -60,26
2026-05-14 13F David R. Rahn & Associates Inc. 45.690 -13,42 4.028 -5,95
2026-05-15 13F Wealth Analytics Partners, LLC 2.783 0,00 245 8,89
2026-05-05 13F Birchwood Financial Partners, Inc. 5.226 -34,53 461 -28,90
2026-05-14 13F Nicolet Bankshares Inc 2.596 233
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 18.371 5,77 1.593 13,06
2026-05-14 13F SWAN Capital LLC 56 5
2026-04-28 13F Argonautica Private Wealth Management, Inc 2.553 0,04 225 8,70
2026-04-17 13F Swp Financial Llc 8.059 -71,40 710 -68,95
2026-04-29 13F LiftPoint Family Wealth Advisors LLC 6.447 -58,78 568 -55,24
2026-04-08 13F Spinnaker Investment Group, LLC 3.794 -45,34 334 -40,67
2026-04-28 13F South Shore Capital Advisors 10.624 0,55 937 9,22
2026-04-17 13F Gibson Capital, LLC 70.267 -0,01 6.195 8,61
2026-05-14 13F Satovsky Asset Management Llc 30.559 -0,29 2.694 8,32
2026-05-01 13F SFE Investment Counsel 9.124 -4,28 804 4,01
2026-04-16 13F Warren Street Wealth Advisors, LLC 4.695 -0,68 414 7,83
2026-04-23 13F Forum Financial Management, LP 18.535 -14,83 1.634 -7,47
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 6.579 -66,11 580 -63,17
2026-05-13 13F D L Carlson Investment Group Inc 90.813 -6,27 8.006 1,81
2026-05-04 13F Modus Advisors, LLC 273.272 -8,04 24.092 -0,12
2026-05-11 13F/A GFS Advisors, LLC 89.805 -14,18 7.917 -6,78
2026-02-06 13F GPS Wealth Strategies Group, LLC 6 -99,63 0 -100,00
2026-05-15 13F Intesa Sanpaolo Wealth Management 300 0,00 26 8,33
2026-04-21 13F Sensible Money, LLC 2.667 0,00 235 8,80
2026-05-08 13F Prime Capital Investment Advisors, LLC 315.598 1,15 27.823 9,86
2026-05-11 13F Fortis Capital Management LLC 4.288 -11,18 378 -3,32
2026-04-09 13F Stewardship Concepts Financial Services Llc 51.317 -2,66 4.524 5,65
2026-04-08 13F Stonebridge Financial Group, LLC 166.157 -1,31 14.648 7,19
2026-05-15 13F Gateway Wealth Partners, LLC 44.105 87,74 3.888 103,99
2026-05-15 13F Bragg Financial Advisors, Inc 5.080 15,40 448 25,21
2026-05-07 13F Coastwise Capital Group, LLC 3.700 0,00 326 8,67
2026-05-05 13F Clear Harbor Asset Management, LLC 174.669 -18,68 15.399 -11,67
2026-05-13 13F American Investment Services, Inc. 91.176 -10,83 8.038 -3,14
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-04-21 13F One Wealth Advisors, LLC 36.009 -22,20 3.175 -15,50
2026-05-04 13F Geneos Wealth Management Inc. 40.622 -34,53 3.581 -28,89
2026-02-13 13F Cape Cod Five Cents Savings Bank 8.275 0,00 411 0,00
2026-05-20 13F Norris Financial Group, LLC 236.569 -0,63 20.856 7,92
2026-05-14 13F White Lighthouse Investment Management Inc. 193.568 -6,34 17.065 1,72
2026-05-08 13F Blair William & Co/il 530.161 30,12 46.739 41,32
2026-05-05 13F Sandy Cove Advisors, LLC 6.757 0,00 596 8,58
2026-05-07 13F JSF Financial, LLC 215.168 -6,41 18.969 1,65
2026-05-04 13F Flynn Zito Capital Management, Llc 2.525 -2,47 223 5,71
2026-05-15 13F Tradition Wealth Management, LLC 8.375 -20,12 738 -13,18
2026-04-13 13F Market Street Wealth Management Advisors Llc 2.433 -11,30 214 -3,60
2026-05-05 13F BlueChip Wealth Advisors LLC 4.882 -0,87 430 7,77
2026-05-15 13F Morgan Stanley 23.258.601 -6,58 2.050.479 1,47
2026-04-07 13F Attessa Capital LLC 2.905 0,00 256 8,94
2026-04-20 13F GSB Wealth Management, LLC 12.823 0,05 1.130 8,65
2026-04-28 13F MBL Wealth, LLC 14.300 26,55 1.261 37,40
2026-05-14 13F Tcw Group Inc 8.195 7,90 722 17,21
2026-04-28 13F Flagship Harbor Advisors, Llc 4.172 368
2026-04-17 13F Signal Advisors Wealth, LLC 5.665 -21,34 499 -14,55
2026-05-15 13F TCG Advisory Services, LLC 55.130 639,50 4.860 703,31
2026-05-14 13F Dorsey & Whitney Trust CO LLC 3.370 0,00 297 8,79
2026-04-24 13F Cyr Financial Inc. 3.859 340
2026-04-22 13F Spire Wealth Management 137.797 -3,92 12.148 4,36
2026-04-30 13F Private Trust Co Na 16.587 -20,61 1.561 -7,91
2026-04-10 13F Sage Investment Advisers LLC 80.705 3,69 7.238 14,56
2026-04-20 13F Cushing Capital Partners, LLC 37.984 -26,68 3.349 -20,36
2026-04-13 13F Gill Capital Partners, Llc 2.520 -1,14 222 7,77
2026-04-28 13F Walser Wealth Management Company, A Ltd Liability Co 6.097 -7,61 538 0,37
2026-05-15 13F Citadel Advisors Llc Put 257.100 7,89 22.666 17,18
2026-05-15 13F Citadel Advisors Llc 1.296.017 -38,54 114.257 -33,24
2026-05-15 13F Citadel Advisors Llc Call 1.718.300 -15,88 151.485 -8,63
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 2.500 0,00 0
2026-04-15 13F Trust Point Inc. 38.330 -0,26 3.379 8,34
2026-04-21 13F Creative Capital Management Investments LLC 40 0,00 4 0,00
2026-04-23 13F Spinnaker Trust 417.219 0,29 36.782 8,93
2026-05-06 13F Meridian Wealth Management, LLC 11.783 2,60 1.039 11,37
2026-04-08 13F Mirador Capital Partners LP 17.305 9,59 1.526 19,05
2026-05-15 13F JT Stratford LLC 12.247 -19,44 1.080 -12,49
2026-05-04 13F Beckerman Institutional, LLC 8.639 -3,68 762 4,53
2026-04-16 13F Diversified Trust Co 17.361 0,58 1.531 9,21
2026-04-08 13F Sax Wealth Advisors, Llc 22.488 0,00 1.825 0,00
2026-04-13 13F Gradient Investments LLC 75.410 2,26 6.648 11,08
2026-05-05 13F Gould Asset Management Llc /ca/ 38.159 -11,85 3.364 -4,24
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 7.252 18,63 639 27,04
2026-05-18 13F Arkadios Wealth Advisors 110.018 0,38 9.699 9,03
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 6.048 0,00 533 8,78
2026-05-19 13F JTC Employer Solutions Trusteee Ltd 12.632 0,00 1 0,00
2026-05-15 13F Chilton Investment Co Llc 3.572 -61,12 315 -57,85
2026-04-17 13F FFG Partners, LLC 16.158 -6,65 1.424 1,42
2026-05-15 13F Huntington National Bank 17.890 8,37
2026-05-04 13F Wsfs Capital Management, Llc 49.265 -0,97 4.343 7,58
2026-04-23 13F Mayflower Financial Advisors, LLC 20.397 -11,70 1.798 -4,06
2026-05-15 13F KKM Financial LLC 10.243 0,00 831 0,00
2026-04-29 13F Sigma Investment Counselors Inc 118.050 -2,90 10.407 5,46
2026-05-11 13F Biltmore Family Office, LLC 662.025 -0,18 58.364 8,42
2026-05-01 13F Vantage Point Financial LLC 3.882 -62,43 342 -59,19
2026-04-27 13F Tennessee Valley Asset Management Partners 49.556 -65,83 4.369 -62,89
2026-05-12 13F Jane Street Group, Llc 372.589 -5,18 32.847 2,99
2026-04-09 13F DHJJ Financial Advisors, Ltd. 420 37
2026-04-27 13F Osborne Partners Capital Management, Llc 120.637 -31,50 10.635 -25,60
2026-05-12 13F Jane Street Group, Llc Call 516.500 10,88 45.535 20,43
2026-05-01 13F UNIVEST FINANCIAL Corp 4.102 0,07 362 8,73
2026-05-12 13F Jane Street Group, Llc Put 336.900 11,19 29.701 20,77
2026-01-16 13F Trust Co Of Vermont 7.243 76,87 588 97,64
2026-04-17 13F Discipline Wealth Solutions, LLC 77.256 5,00 6.811 14,03
2026-05-04 13F Chicago Partners Investment Group LLC 65.388 0,48 5.832 -4,46
2026-05-06 13F Wall Street Financial Group, Inc. 267 24
2026-04-13 13F Harrington Investments, INC 3.843 0,00 339 8,68
2026-04-22 13F Foundation Wealth Management, LLC\PA 2.812 0,00 248 8,33
2026-05-05 13F Sofi Wealth, Llc 241.110 -13,14 21.256 -5,65
2026-05-27 13F Allen Capital Group, LLC 3.829 0,00 338 8,71
2026-04-06 13F Stableford Capital Ii Llc 46.587 -50,61 4.107 -46,35
2026-05-05 13F Leo Wealth, LLC 2.303 203
2026-05-05 13F Excalibur Management Corp 4.000 0,00 353 8,64
2026-04-09 13F Butensky & Cohen Financial Security, Inc 17.931 28,63 1.581 39,70
2026-05-12 13F Orcam Financial Group 6.437 0,00 567 8,62
2026-04-22 13F Parcion Private Wealth LLC 328.795 -1,62 28.987 6,85
2026-05-14 13F Evergreen Capital Management Llc 33.281 -14,49 2.934 -7,12
2026-04-23 13F SMART Wealth LLC 3.498 10,28 308 19,84
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-07 13F Eastern Bank 40.639 13,67 3.583 23,47
2026-04-16 13F Flywheel Private Wealth LLC 32.100 -0,52 2.830 8,02
2026-04-28 13F Kingswood Wealth Advisors, Llc 29.620 23,27 2.611 33,90
2026-05-01 13F/A Custom Index Systems, Llc 10.594 4,78 934 13,78
2026-04-29 13F Atlas Wealth Partners, LLC 8.031 -0,17 708 8,42
2026-05-01 13F New Republic Capital, LLC 37.176 26,36 3.277 37,23
2026-05-05 13F Bank of New York Mellon Corp 1.690.480 -23,31 149.033 -16,71
2026-04-10 13F Sar Wealth Management Group, Llc 3.334 0,00 294 8,52
2026-05-12 13F Bank of Jackson Hole Trust 47.417 -7,88 4.180 0,05
2026-05-15 13F Armis Advisers, LLC 21.977 10,36 1.938 14,95
2026-05-11 13F Integrity Alliance, Llc. 8.691 -35,72 766 -30,17
2026-04-14 13F Compton Wealth Advisory Group, LLC 5.622 10,19 504 21,74
2026-05-01 13F Sovran Advisors, LLC 57.677 -19,49 5.009 -19,35
2026-05-08 13F Altiora Financial Group, LLC 64.394 0,00 5.677 8,61
2026-05-08 13F Firestone Capital Management 59.128 -4,57 5.213 3,64
2026-05-13 13F Crcm Lp 1.249.870 73,66 111.125 90,22
2026-04-09 13F Central Valley Advisors, Llc 2.850 251
2026-05-05 13F Newbridge Financial Services Group, Inc. 940 0,00 83 7,89
2026-04-10 13F BostonPremier Wealth LLC 6.600 2,01 582 10,67
2026-04-28 13F Cobblestone Asset Management LLC 15.660 -66,93 1.381 -64,09
2026-05-13 13F NFP Retirement, Inc. 21.848 6,82 1.926 16,02
2026-04-24 13F Vision Capital Management, Inc. 301.595 -21,09 26.589 -14,30
2026-04-21 13F Paradigm Financial Partners, Llc 8.640 -25,27 762 -18,87
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 371.707 -5,60 32.770 2,53
2026-02-11 13F Lowe Brockenbrough & Co Inc 0 -100,00 0
2026-04-30 13F Jordan Park Trust Co LLC 18.651 0,00 1.644 8,66
2026-05-14 13F Gwn Securities Inc. 9.630 -7,14 849 0,95
2026-05-29 13F Keel Point, LLC 14.233 30,09 1.255 41,22
2026-05-05 13F Ackerman Capital Advisors, LLC 105.299 -0,46 9.283 8,12
2026-05-13 13F Lantern Wealth Advisors, LLC 6.951 -1,35 613 7,18
2026-05-06 13F Avalon Trust Co 4.000 6,67 353 15,79
2026-05-14 13F Joseph P. Lucia & Associates, LLC 6.210 42,46 547 54,96
2026-04-21 13F Claro Advisors LLC 23.029 -46,65 2.030 -42,05
2026-04-27 13F Nixon Peabody Trust Co 3.426 302
2026-05-08 13F Addison Advisors LLC 737 0,00 65 8,47
2026-04-27 13F Baer Investment Advisory LLC 4.030 355
2026-04-28 13F Altfest L J & Co Inc 2.719 0,37 240 9,13
2026-05-04 13F Copia Wealth Management 6.885 6,74 607 15,87
2026-05-14 13F Rockefeller Capital Management L.P. 1.969.602 -1,48 173.640 7,00
2026-05-15 13F Amundi 42.600 432,50 3.756 478,58
2026-04-10 13F Green Ridge Wealth Planning LLC 30.733 71,40 2.709 86,19
2026-04-20 13F Cottage Street Advisors LLC 3.606 18,97 318 28,86
2026-04-29 13F Resonant Capital Advisors, LLC 184.360 -27,11 16.253 -20,83
2026-05-13 13F LM Advisors LLC 4.533 4,47 51 -3,77
2026-05-11 13F A4 Wealth Advisors LLC 12.814 -37,04 1.130 -31,66
2026-05-14 13F Raymond James Financial Inc Call 0 -100,00 0 -100,00
2026-04-16 13F SG Americas Securities, LLC 2.935 0
2026-05-12 13F One Capital Management, LLC 60.863 -5,38 5.366 2,76
2026-04-28 13F Indiana Trust & Investment Management CO 7.307 6,13 644 15,41
2026-05-07 13F True North Advisors, LLC 0 -100,00 0
2026-04-14 13F Bay Harbor Wealth Management, LLC 17.415 -68,39 1.535 -65,67
2026-04-13 13F Chesley Taft & Associates LLC 6.727 5,01 593 14,26
2026-04-21 13F Mesirow Financial Investment Management, Inc. 159.293 16,04 14.043 26,04
2026-05-08 13F Endowment Wealth Management, Inc. 6.567 -21,30 579 -14,62
2026-04-24 13F ERn Financial, LLC 15.478 -12,42 1.365 -4,88
2026-05-11 13F Savvy Advisors, Inc. 234.338 -26,93 20.659 -20,64
2026-04-21 13F Nemes Rush Group LLC 6.983 0,01 616 8,66
2026-04-24 13F Gilliland Jeter Wealth Management LLC 0 -100,00 0
2026-05-13 13F Choate Investment Advisors 53.409 35,82 4.709 47,54
2026-04-20 13F BTC Capital Management, Inc. 9.123 133,92 804 154,43
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 50.493 -2,05 4.451 6,38
2026-05-11 13F Arnhold LLC 1.757.254 0,00 154.920 8,61
2026-04-22 13F Onyx Bridge Wealth Group LLC 3.289 290
2026-05-12 13F Sfmg, Llc 3.962 10,49 349 19,93
2026-04-14 13F Shrier Wealth Management, Llc 48.800 -11,31 4.302 -3,67
2026-02-26 13F/A Authentikos Wealth Advisory, LLC 0 -100,00 0
2026-05-05 13F Altman Advisors, Inc. 64.000 -20,62 4.298 -20,50
2026-05-14 13F Dai-ichi Life International Holdings LLC 4.022 355
2026-04-17 13F Summit Wealth Partners, LLC 10.900 69,91 961 84,62
2026-04-15 13F ARS Wealth Advisors Group, LLC 5.594 125,38 493 145,27
2026-05-11 13F Rinkey Investments 0 -100,00 0
2026-04-28 13F Belpointe Asset Management LLC 10.494 -14,81 925 -7,41
2026-05-08 13F King Luther Capital Management Corp 1.089 23,78
2026-05-01 13F Summit Place Financial Advisors, LLC 98.254 -5,53 8.662 2,62
2026-05-06 13F Hartland & Co., LLC 34.304 -1,12 3.024 7,39
2026-02-17 13F SageView Advisory Group, LLC 7.515 -2,02 610 9,14
2026-04-07 13F City Center Advisors, LLC 6.156 -0,84 543 7,75
2026-04-07 13F Anderson Hoagland & Co 807.580 -1,20 71.196 7,31
2026-04-10 13F Waldron Private Wealth LLC 34.341 -2,14 3.028 6,29
2026-04-23 13F North Star Investment Management Corp. 4.281 22,98 377 33,69
2026-04-28 13F Lansing Street Advisors 2.427 214
2026-04-28 13F DGS Capital Management, LLC 10.073 38,92 888 51,02
2026-04-29 13F Addison Capital Co 19.212 1.694
2026-05-15 13F Marino Management, LLC 149.479 0,00 12.695 3,95
2026-05-15 13F Tudor Investment Corp Et Al 132.969 -47,42 11.723 -42,90
2026-04-30 13F Equitable Trust Co 1.702.312 -2,79 150.076 5,58
2026-04-24 13F Charter Oak Capital Management, LLC 0 -100,00 0
2026-04-22 13F TruNorth Capital Management, LLC 4.119 363
2026-05-13 13F Cetera Investment Advisers 1.373.536 -40,78 121.091 -35,69
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-05-13 13F Parker Investment Management, LLC 275.111 -57,76 24.254 -54,13
2026-05-15 13F Quest Investment Management Llc 212.782 -20,66 18.759 -13,83
2026-04-10 13F Briaud Financial Planning, Inc 80.824 -0,49 7.125 8,07
2026-05-14 13F Boyer & Corporon Wealth Management, LLC 236.663 -20,63 20.864 -13,79
2026-04-13 13F Creative Financial Designs Inc /adv 1.716 52,26 151 65,93
2026-04-23 13F Embree Financial Group 21.842 5,56 1.926 14,65
2026-04-24 13F National Asset Management, Inc. 24.517 -73,72 2.082 -72,51
2026-05-07 13F Eurizon Asset Management Hungary Ltd. 482.015 42.494
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2.030 600,00 179 673,91
2026-05-07 13F Key Capital Management, INC 156 -60,31 14 -58,06
2026-04-21 13F Laurel Oak Wealth Management, Llc 20.108 -4,82 1.773 3,38
2026-05-04 13F Foundation Wealth Management, LLC 3.245 -44,78 286 -40,04
2026-05-04 13F Financial Security Advisor, Inc. 4.300 0,00 379 8,60
2026-05-01 13F Trifecta Capital Advisors, LLC 10 1
2026-05-14 13F Greenline Wealth Management LLC 2.666 23,31 235 34,29
2026-04-08 13F WealthCare Investment Partners, LLC 104.708 -5,88 8.928 -1,60
2026-04-09 13F Wedmont Private Capital 12.732 -10,42 1.134 -4,87
2026-04-15 13F Code Waechter LLC 4.339 0,00 383 8,52
2026-05-15 13F Lazard Asset Management Llc 0 -100,00 0
2026-04-13 13F Arkansas Financial Group, Inc. 43.766 7,20 3.897 17,56
2026-05-15 13F Osbon Capital Management Llc 157 0,00 14 8,33
2026-04-06 13F Highline Wealth Partners Llc 41.459 -2,47 3.655 5,94
2026-04-17 13F AdvisorNet Financial, Inc 99.684 -0,50 8.788 8,07
2026-04-20 13F Apella Capital, LLC 40.489 22,71 3.698 38,09
2026-05-12 13F IFG Advisory, LLC 145 -99,36 13 -99,35
2026-05-15 13F Mercer Global Advisors Inc /adv 682.470 -12,41 60.167 -4,92
2026-05-15 13F Breakwater Investment Management 1.480 0,00 130 8,33
2026-04-09 13F Curated Wealth Partners LLC 16.522 0,00 1.457 8,58
2026-04-15 13F Journey Strategic Wealth Llc 0 -100,00 0
2026-05-15 13F Quadrature Capital Ltd 324.542 28.612
2026-04-14 13F BSW Wealth Partners 153.554 -0,45 13.537 8,12
2026-02-13 13F Nicolet Advisory Services, Llc 2.596 225
2026-05-15 13F Squarepoint Ops LLC 0 -100,00 0
2026-05-11 13F NLB Skladi, upravljanje premozenja, d.o.o. 16.917 3,30 1.491 12,19
2026-05-15 13F Squarepoint Ops LLC Put 0 -100,00 0
2026-05-14 13F Cedar Wealth Management, LLC 13.365 0,00 1.178 8,67
2026-05-14 13F Evoke Wealth, Llc 205.916 -0,38 18.154 8,20
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 707 0,00 62 8,77
2026-04-20 13F McMahon Financial Advisors, LLC 129.077 -7,73 11.379 0,22
2026-05-01 13F Northcape Wealth Management, Llc 15.246 0,00 1.344 8,65
2026-05-11 13F Montis Financial, LLC 24.339 -0,16 2.146 8,44
2026-04-23 13F Cornerstone Wealth Management, LLC 4.185 3,26 369 12,20
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-05-12 13F Chapman Financial Group, Llc 34 0,00 3 0,00
2026-02-13 13F Prudential Financial Inc 0 -100,00 0
2026-04-14 13F Davies Financial Advisors, Inc. 7.797 -69,68 687 -67,08
2026-05-11 13F Elevated Financial Group LLC 53.557 17,61 4.722 27,73
2026-04-17 13F RFG Advisory, LLC 28.693 -34,13 2.530 -28,46
2026-04-17 13F Roxbury Financial LLC 10 0,00 1
2026-05-08 13F/A JPL Wealth Management, LLC 3.509 309
2026-05-15 13F Wealth Preservation Advisors, LLC 0 -100,00 0
2026-05-14 13F Catalytic Wealth RIA, LLC 9.717 -4,51 857 3,76
2026-05-07 13F S&co Inc 17.174 0,00 2 0,00
2026-05-13 13F Federation des caisses Desjardins du Quebec 5.990 -2,84 528 5,60
2026-05-04 13F Evernest Financial Advisors, LLC 2.534 -3,98 223 -11,51
2026-05-14 13F Pinnacle Family Advisors, LLC 3.036 0,33 268 8,98
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-02-20 13F SB Capital Management Inc 6.920 562
2026-05-19 13F Western Wealth Management, LLC 63.089 40,33 5.562 52,40
2026-05-01 13F Citizens Financial Group Inc/ri 78.370 -11,44 6.909 -3,80
2026-04-13 13F St Germain D J Co Inc 51 5.000,00 4
2026-04-08 13F Sharkey, Howes & Javer 89.704 -49,33 7.908 -44,97
2026-05-28 13F Cozad Asset Management Inc 9.419 -0,74 830 7,79
2026-05-15 13F Ashford Capital Management Inc 0 -100,00 0
2026-04-27 13F Mount Yale Investment Advisors, LLC 58.696 7,86 5.175 17,14
2026-04-10 13F Novem Group 17.655 2,59 1.556 11,46
2026-04-24 13F Blue Capital, Inc. 3.510 -4,57 309 3,69
2026-04-30 13F North Capital, Inc. 2.679 -19,40 236 -12,27
2026-05-11 13F Financial Perspectives, Inc 4.259 42,39 375 54,96
2026-05-13 13F Argent Trust Co 84.984 0,61 7.492 9,28
2026-05-12 13F/A Panoramic Investment Advisors, Llc 6.815 -5,14 601 2,92
2026-04-24 13F Wealth Care LLC 105.150 9.270
2026-04-28 13F Bfsg, Llc 386.861 0,80 34.106 9,48
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 0 -100,00 0
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-04-28 13F Meridian Investment Counsel Inc. 121.970 -0,88 10.753 7,66
2026-05-15 13F Evelyn Partners Asset Management Ltd 75.984 -6,64 6.699 1,39
2026-04-20 13F Live Oak Private Wealth LLC 3.474 -3,93 306 4,44
2026-05-11 13F OpenArc Corporate Advisory, LLC 254.287 41,17 22.418 53,33
2026-04-24 13F Legend Financial Advisors, Inc. 175.659 -9,71 15.486 -1,94
2026-05-14 13F Pinebridge Investments Llc 18.390 0,00 1.621 8,65
2026-04-08 13F Presidio Capital Management, LLC 6.266 10,88 552 20,52
2026-05-12 13F Community Bank, N.A. 13.044 -13,20 1.150 -5,74
2026-04-17 13F Viewpoint Capital Management LLC 8.049 -2,37 710 5,98
2026-05-15 13F National Philanthropic Trust 759.979 -17,93 67.000 -10,86
2026-05-08 13F Wilkerson Advisory Group LLC 497 -31,45 44 -25,86
2026-04-27 13F DSG Capital Advisors, LLC 141.477 0,08 12.473 1,75
2026-05-06 13F May Hill Capital, LLC 14.101 -54,45 1.243 -50,52
2026-05-04 13F Envestnet Asset Management Inc 8.986.301 -53,45 792.232 -49,44
2026-04-10 13F TCP Asset Management, LLC 6.275 0,69 553 9,50
2026-05-14 13F Blalock Williams, Llc 2.531 -52,96 223 -48,85
2026-04-14 13F Baldwin Brothers Inc/ma 294.813 0,34 25.991 8,99
2026-04-21 13F Verity Asset Management, Inc. 23.891 -43,57 2.106 -38,71
2026-04-08 13F Wealthspan Partners, Llc 118.391 0,04 10.437 8,65
2026-02-11 13F Townsquare Capital Llc 0 -100,00 0 -100,00
2026-05-01 13F TSA Wealth Managment LLC 37.913 -49,87 3.342 -45,55
2026-05-11 13F Cornerstone Planning, LLC 3.748 0,00 330 8,55
2026-05-12 13F Summit Trail Advisors, Llc 336.119 16,45 29.632 26,48
2026-05-01 13F Johnson Investment Counsel Inc 32.061 2.826
2026-02-11 13F Ameritas Investment Partners, Inc. 0 -100,00 0 -100,00
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 18.681 9,53 1.647 18,93
2026-04-14 13F Focus Financial Network, Inc. 40.752 16,99 3.593 27,06
2026-05-15 13F Goldman Sachs Group Inc 1.844.642 0,20 162.624 8,83
2026-04-17 13F Burns J W & Co Inc/ny 63.361 55,39 5.586 68,78
2026-05-11 13F Umb Bank N A/mo 246.209 -0,58 21.706 7,98
2026-05-12 13F Garrison Point Advisors, Llc 6.305 -13,69 556 -6,25
2026-04-28 13F BLB&B Advisors, LLC 7.434 14,74 655 24,76
2026-05-14 13F Mcguire Capital Advisors Inc 66 0,00 6 0,00
2026-04-30 13F Graetz Wealth LLC 3.621 0,00 319 8,87
2026-05-11 13F GenWealth Group, Inc. 625.200 -9,16 55.118 -5,36
2026-05-04 13F Retirement Income Solutions, Inc 7.179 126,32 633 145,91
2026-04-22 13F Capital Investment Management, Inc. 3.682 -63,67 325 -60,58
2026-04-08 13F Grove Bank & Trust 146.468 0,87 12.913 9,55
2026-04-14 13F Tradewinds Capital Management, LLC 291 -7,03 26 0,00
2026-02-10 13F Colton Groome Financial Advisors, Llc 0 -100,00 0
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-05-07 13F Forum Finance Group S.A. 15.762 1
2026-05-05 13F Frazier Financial Advisors, LLC 0 -100,00 0
2026-05-15 13F Fort Vancouver Investment Management, LLC 181 16
2026-05-08 13F Schrum Private Wealth Management LLC 7.450 0,00 657 8,61
2026-05-11 13F DCF Advisers, LLC 100.000 0,00 8.816 8,61
2026-05-05 13F Dahring | Cusmano Llc 46.646 -6,03 4.112 2,06
2026-05-15 13F DT Investment Partners, LLC 203.133 0,16 17.908 8,78
2026-04-29 13F Impact Investors, Inc 126.267 -9,79 11.132 -2,02
2026-04-08 13F Ehrlich Financial Group 30.958 -44,18 2.729 -39,37
2026-04-21 13F E&G Advisors, LP 3.952 -0,08 348 8,41
2026-05-13 13F Marex Group plc 72.610 -0,80 6.401 7,74
2026-04-28 13F GM Advisory Group, Inc. 1.569.661 2,78 138.381 11,63
2026-05-15 13F Larson Financial Group LLC 21.951 12,18 1.935 21,85
2026-04-09 13F CRA Financial Services, LLC 6.764 -0,44 596 8,17
2026-04-20 13F Williams & Novak, LLC 5.924 0,00 531 10,63
2026-05-12 13F Great Diamond Partners, LLC 5.744 -18,49 506 -11,54
2026-05-05 13F Prairie Wealth Advisors, Inc. 0 10.066 5,45
2026-05-07 13F Ckw Financial Group 9 0,00 0
2026-05-14 13F Miller Capital Partners, Inc. 125 0,00 11 10,00
2026-05-15 13F Nearwater Capital Markets, Ltd 43.400 -1,59 3.826 6,90
2026-05-12 13F Wescott Financial Advisory Group, LLC 14.006 0,00 1.235 8,63
2026-05-11 13F Nomura Asset Management Co Ltd 124.405 7,32 10.968 16,57
2026-05-05 13F Bluedoor Private Wealth, Llc 48.191 -12,35 4.249 -4,80
2026-04-30 13F Landaas & Co /wi /adv 4.314 380
2026-05-11 13F MCF Advisors LLC 19.966 -0,39 1.760 8,17
2026-05-01 13F Team Financial Group, LLC 343 0,00 30 11,11
2026-05-14 13F Clarkston Capital Partners, LLC 0 -100,00 0
2026-04-20 13F LifeWealth Investments, LLC 123.121 9,45 10.854 18,87
2026-04-28 13F Southern Michigan Bank & Trust 781 69
2026-05-01 13F FDx Advisors, Inc. 54.486 -17,23 5 -20,00
2026-05-12 13F Tme Financial, Inc. 43.002 -10,39 3.791 -2,67
2026-05-11 13F Madden Advisory Services, Inc. 87.831 -2,16 7.743 6,27
2026-05-01 13F Avion Wealth 896 2,87 0
2026-04-08 13F Holos Integrated Wealth LLC 95 8
2026-04-10 13F Financial Partners Group, Inc 7.963 18,62 702 14,54
2026-05-14 13F Brown Brothers Harriman & Co 31.065 -12,42 2.739 -4,90
2026-04-27 13F Tsfg, Llc 144.050 -13,36 13 -7,69
2026-01-26 13F Hendershot Investments Inc. 0 -100,00 0
2026-02-12 13F Aviva Plc 0 -100,00 0
2026-05-05 13F Nolet Wealth Management, LLC 5.117 0,00 451 8,67
2026-05-12 13F M&t Bank Corp 242.052 -24,59 21.339 -18,09
2026-04-16 13F Everstar Asset Management, LLC 2.604 0,00 230 8,53
2026-05-05 13F Landing Point Financial Group, LLC 14.544 4,57 1.282 13,55
2026-04-29 13F Patron Partners Advisors, Llc 2.984 -3,24 263 5,20
2026-05-13 13F Clear Wave Wealth Management Llc 123.567 10.894
2026-05-14 13F Investors Portfolio Services LLC 510 45
2026-02-12 13F First Financial Bankshares Inc 0 -100,00 0 -100,00
2026-05-15 13F Ancora Advisors, LLC 31.240 9,43 2.754 18,86
2026-04-27 13F Jamison Private Wealth Management, Inc. 10.954 0,00 966 8,55
2026-04-22 13F Phoenix Wealth Advisors 10.337 -3,21 911 5,20
2026-05-14 13F We Are One Seven, LLC 216.474 -37,78 19.084 -32,42
2026-04-21 13F Towneley Capital Management, Inc / DE 108.996 2,19 9.609 11,00
2026-05-12 13F Ameritas Advisory Services, LLC 53.072 -4,66 4.679 3,54
2026-05-14 13F Prudential Plc 211.599 -20,55 18.655 -13,71
2026-04-03 13F Hickory Point Bank & Trust 155 14
2026-05-15 13F Hancock Whitney Corp 11.787 0,00 1.025 7,11
2026-04-22 13F Apollon Wealth Management, LLC 168.374 -4,95 14.844 3,23
2026-04-15 13F Seacrest Wealth Management, Llc 8.967 3,64 791 8,97
2026-04-10 13F Franklin Street Advisors Inc /nc 4.420 0,00 390 8,66
2026-05-13 13F NewEdge Wealth, LLC Put 72.500 0,00 6.392 6.165,69
2026-05-13 13F NewEdge Wealth, LLC 129.632 -15,82 11.428 -8,58
2026-04-20 13F Godsey & Gibb Associates 530 0,00 47 6,98
2026-05-18 13F Centaurus Financial, Inc. 3.569 67,48 0
2026-04-17 13F Sovereign Financial Group, Inc. 10.424 -43,26 919 -38,43
2026-04-30 13F Mosaic Family Wealth Partners, Llc 26.009 2.293
2026-04-27 13F 4wealth Advisors, Inc. 3.799 -36,08 323 -33,20
2026-05-15 13F Aberdeen Wealth Management LLC 14.712 0,00 1.297 8,63
2026-05-15 13F Susquehanna International Group, Llp Put 354.200 -46,28 31.226 -41,65
2026-06-01 13F Concorde Asset Management, LLC 3.477 -27,12 307 -20,93
2026-04-29 13F Sanchez Wealth Management Group 2.455 216
2026-05-12 13F Tocqueville Asset Management L.p. 1.635.839 -6,75 144.216 1,28
2026-05-15 13F Susquehanna International Group, Llp 97.464 8.592
2026-04-27 13F Arrien Investments, Inc. 7.500 0,00 661 8,72
2026-01-30 13F Pure Portfolios Holdings Llc 10.790 7,14 876 19,54
2026-04-09 13F Sanders Morris Harris Llc 5.498 0,00 485 3,20
2026-05-15 13F Cerity Partners LLC 3.158.609 -3,77 278.463 4,52
2026-04-10 13F Perigon Wealth Management, LLC 342.473 -16,54 30.192 -9,36
2026-04-21 13F WealthNavi Inc. 6.921.771 -2,36 610 6,09
2026-04-28 13F Arbor Investment Advisors, LLC 6.100 93,53 538 110,59
2026-05-13 13F Ridge Creek Global, Inc 60.191 -0,02 5.306 8,60
2026-04-23 13F Fairway Wealth LLC 300 525,00 26 766,67
2026-05-12 13F Wisconsin Capital Management Llc 11.140 2,77 982 11,72
2026-04-29 13F Garde Capital, Inc. 63.686 8,06 5.615 17,37
2026-04-15 13F DAVENPORT & Co LLC 28.004 -0,16 2.469 8,44
2026-04-16 13F Lifelong Wealth Advisors, Inc. 90.709 -17,58 7.997 -10,49
2026-05-14 13F Bare Financial Services, Inc 124 0,00 11 0,00
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 4.084 17,22 360 27,66
2026-04-16 13F Sheets Smith Wealth Management 15.779 -9,91 1.391 -2,11
2026-05-13 13F Pitcairn Wealth Advisors LLC 6.465 0,00 525 0,00
2026-05-11 13F R.P. Boggs & Co. 5.898 -32,58 529 -25,63
2026-05-15 13F Susquehanna International Group, Llp Call 1.386.500 -45,74 122.234 -41,07
2026-05-05 13F Atria Investments Llc 131.381 -42,52 11.583 -37,57
2026-05-05 13F Holistic Financial Partners 30.322 0,00 2.673 8,61
2026-04-14 13F Regent Peak Wealth Advisors LLC 6.067 44,49 535 57,06
2026-05-06 13F Mechanics Financial Corp 4.954 -4,80 437 3,32
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 599.408 52.844
2026-05-12 13F Vickerman Investment Advisors, Inc. 2.871 -0,07 253 8,58
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-04-22 13F Pinnacle Bancorp, Inc. 10.294 0,00 908 8,62
2026-05-15 13F Schf (gpe), Llc 4.508.493 42,51 397.469 54,78
2026-04-22 13F Ifrah Financial Services, Inc. 22.058 -3,71 1.945 4,57
2026-05-07 13F Facet Wealth, Inc. 7.827 45,35 690 26,61
2026-05-14 13F Laraway Financial Inc 2.600 0,00 229 8,53
2026-04-20 13F Axecap Investments, LLC 4.105 -67,08 362 -64,33
2026-05-20 13F SOA Wealth Advisors, LLC. 6.496 0,00 54 8,16
2026-04-30 13F Accredited Investors Inc. 6.949 9,71 613 19,07
2026-04-15 13F Professional Advisory Services Inc 6.410 -10,64 1
2026-04-21 13F Wedbush Securities Inc 46.399 -14,01 4 0,00
2026-05-06 13F M. Kulyk & Associates, LLC 3.836 0,00 338 8,68
2026-05-11 13F COFG Advisors, LLC 8.415 3,26 742 12,10
2026-05-13 13F Buckingham Strategic Partners 73.489 42,86 6.479 55,16
2026-05-14 13F Kilter Group LLC 21.804 -25,69 1.922 -19,28
2026-05-14 13F Integrity Financial Corp /WA 2.839 -2,24 250 6,38
2026-05-01 13F Global Assets Advisory, LLC 2.094 185
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 66.685 -0,18 5.879 8,41
2026-04-20 13F Fonville Wealth Management LLC 2.270 200
2026-04-21 13F Old Second National Bank Of Aurora 375 0,00 33 10,00
2026-05-15 13F Pin Oak Investment Advisors Inc 3.636 0,00 0
2026-05-15 13F XTX Topco Ltd 7.716 680
2026-04-28 13F Investment Management Corp /va/ /adv 6.831 -53,26 602 -49,24
2026-05-08 13F Cm Wealth Advisors Llc 21.033 0,00 1.854 8,61
2026-05-12 13F Fielder Capital Group LLC 221.080 -7,21 19.490 0,78
2026-04-27 13F Mosley Wealth Management 36.902 -0,33 2.685 -4,85
2026-04-16 13F Roble, Belko & Company, Inc 1.493 0,00 0
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 7.220 -13,68 637 -6,19
2026-04-24 13F Tcfg Wealth Management, Llc 9.000 -1,11 793 7,45
2026-04-30 13F Csenge Advisory Group 26.058 -35,26 2.297 -29,69
2026-05-15 13F/A Arrowroot Family Office, LLC 10.742 -1,94 947 6,52
2026-04-30 13F LRI Investments, LLC 6.290 0,00 555 8,63
2026-05-06 13F Quest 10 Wealth Builders, Inc. 1.540 -1,85 136 6,30
2026-05-15 13F Whalerock Point Partners, Llc 7.811 0,00 689 8,52
2026-04-21 13F Hudson Oak Wealth Advisory LLC 22.007 3,55 1.940 12,46
2026-04-27 13F Baker Boyer National Bank 5.895 -6,32 520 1,76
2026-04-28 13F LGT Financial Advisors LLC 2.125 -28,33 187 -22,08
2026-05-12 13F Insigneo Advisory Services, Llc 57.114 9,49 5.035 18,95
2026-04-17 13F Brave Asset Management Inc 172.049 -5,00 15.168 3,18
2026-05-07 13F One Charles Private Wealth Services, LLC 5.269 0,00 465 8,67
2026-05-15 13F Gould Capital, LLC 4.350 -4,79 383 3,51
2026-04-14 13F Wealthcare Advisory Partners LLC 38.022 19,12 3.352 29,42
2026-04-30 13F Ibex Wealth Advisors 16.643 -9,35 1.467 -1,54
2026-04-16 13F Sentinel Pension Advisors Inc 10.241 -0,18 903 8,41
2026-04-23 13F Simmons Bank 28.095 35,88 2.477 47,56
2026-05-13 13F Truvestments Capital Llc 759 0,00 67 8,20
2026-04-24 13F Key FInancial Inc 966 114,19 85 136,11
2026-04-16 13F XML Financial, LLC 7.182 -19,73 633 -12,81
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-04-10 13F Matrix Trust Co 0 -100,00 0
2026-05-11 13F Allianz Se 1.346.256 9,14 118.686 18,53
2026-04-20 13F Chatham Capital Group, Inc. 323.995 -10,44 28.563 -2,72
2026-04-24 13F Bellevue Asset Management, Llc 931 0,00 82 9,33
2026-05-06 13F Sterling Financial Planning, Inc. 235.289 -8,78 20.743 -0,92
2026-05-07 13F Sagespring Wealth Partners, Llc 395.791 -31,69 34.893 -25,81
2026-05-14 13F Sand Hill Global Advisors, LLC 6.560 -1,63 578 6,84
2026-04-27 13F Sound Income Strategies, LLC 7.534 -6,60 676 -2,88
2026-04-21 13F BCS Private Wealth Management, Inc. 4.636 0,00 409 8,51
2026-04-02 13F Ares Financial Consulting, LLC 71 0,00 6 20,00
2026-04-28 13F Journey Beyond Wealth, LLC 2.525 0,00 223 8,82
2026-05-15 13F Fwl Investment Management, Llc 19.090 -23,54 1.683 -16,98
2026-05-08 13F Curtis Wealth Management Llc 9.026 -42,15 796 -46,43
2026-05-15 13F Advisory Services Network, LLC 216.665 -8,86 19.101 -1,01
2026-05-07 13F Dakota Wealth Management 328.928 -3,97 28.998 4,30
2026-05-07 13F Magnolia Wealth Management, LLC 718 63
2026-04-30 13F Personal Cfo Solutions, Llc 6.997 617
2026-05-04 13F Concentrum Wealth Management 5.628 496
2026-05-14 13F Davis Wealth Advisors, LLC 26.848 -24,10 2.367 -17,59
2026-04-28 13F PUREfi Wealth, LLC 2.959 -66,61 261 -63,84
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 10.779 -16,27 950 -9,00
2026-04-22 13F Arcadia Investment Management Corp/mi 0 -100,00 0
2026-05-14 13F Modern Wealth Management, LLC 280.748 -3,38 25.177 6,75
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-04-27 13F PAX Financial Group, LLC 33.102 -49,74 2.918 -45,41
2026-05-14 13F Herold Advisors, Inc. 2.685 237
2026-05-07 13F Hollencrest Capital Management 2.650 -8,62 234 -0,85
2026-04-22 13F Tru Independence Asset Management 2, Llc 3.579 0,00 316 8,62
2026-04-13 13F Wynn Capital, LLC 6.646 0,00 586 8,53
2026-04-30 13F Madison Wealth Partners, Inc 3.920 3,29 346 12,01
2026-05-13 13F Sei Investments Co 0 -100,00 0 -100,00
2026-05-05 13F Wealthfront Advisers Llc 66.081 44,79 5.826 57,26
2026-05-06 13F Sound View Wealth Advisors Group, LLC 28.358 0,00 2.500 8,65
2026-05-06 13F Simon Quick Advisors, Llc 15.370 23,24 1.355 33,89
2026-05-15 13F Farringdon Capital, Ltd. 0 -100,00 0
2026-04-16 13F Genesis Private Wealth, Llc 4.433 -8,64 391 -0,76
2026-04-24 13F Fulton Bank, N.a. 5.742 2,63 506 11,45
2026-04-14 13F eCIO, Inc. 0 -100,00 0
2026-04-24 13F Oakworth Capital, Inc. 1.782 0,00 157 9,03
2026-04-16 13F Tactive Advisors, LLC 5.767 0,00 508 8,55
2026-05-11 13F Rebalance, Llc 14.709 0,00 1.297 8,63
2026-05-15 13F Veridan Wealth LLC 40.889 0,56 3.605 9,21
2026-04-22 13F Cornerstone Wealth Group, LLC 2.314 204
2026-04-15 13F Silverlake Wealth Management Llc 27.142 -7,87 2.393 0,04
2026-04-22 13F Hurlow Wealth Management Group, Inc. 4.237 0,00 374 8,75
2026-04-28 13F Timber Creek Capital Management LLC 240.521 5,92 21.204 15,05
2026-05-04 13F Moment Partners, LLC 8.225 725
2026-04-17 13F Wealthbridge Capital Management, Llc 23.390 -6,86 2.062 1,18
2026-05-11 13F Camden Capital, LLC 20.667 -1,09 1.822 7,37
2026-05-05 13F Helium Advisors LLC 5.043 -0,04 445 8,56
2026-04-17 13F High Net Worth Advisory Group LLC 3.329 0,00 293 8,52
2026-05-07 13F Ofc Financial Planning, Llc 33.728 -1,18 2.973 7,33
2026-05-12 13F Strategy Asset Managers Llc 7.009 4,83 618 13,84
2026-04-08 13F NorthCrest Asset Manangement, LLC 212.251 -19,68 18.665 -15,62
2026-04-20 13F New Hampshire Trust 4.115 0,00 363 8,38
2026-05-01 13F Valmark Advisers, Inc. 10.160 3,12 896 12,02
2026-05-12 13F Innovative Asset Advisors Group, LLC 1.441 127
2026-04-21 13F Broadway Wealth Solutions, Inc. 5.054 -18,30 446 -11,35
2026-04-27 13F S.A. Mason LLC 17.372 -0,23 1.532 8,35
2026-04-30 13F Money Concepts Capital Corp 22.025 8,25 1.942 17,57
2026-04-10 13F Charles Schwab Trust Co 0 -100,00 0
2026-04-15 13F Signature Estate & Investment Advisors Llc 14.722 -2,35 1.298 6,05
2026-04-30 13F ETF Store, Inc. 19.789 3,47 1.745 12,37
2026-05-04 13F Nwam Llc 15.009 -6,91 1.323 -11,92
2026-04-14 13F Nova Wealth Management, Inc. 14.968 -0,40 1.320 8,20
2026-04-24 13F UMA Financial Services, Inc. 1.857 -0,32 164 7,95
2026-04-29 13F BEAM Asset Management, LLC 24.882 41,93 2.194 54,22
2026-05-11 13F Jackson Wealth Management, LLC 3.480 27,80 307 38,91
2026-05-13 13F Davis R M Inc 12.833 -4,11 1.131 4,14
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-13 13F 17 Capital Partners, Llc 9.579 20,43 844 30,85
2026-04-15 13F Archford Capital Strategies, LLC 3.230 -87,39 285 -86,33
2026-04-29 13F/A Salem Investment Counselors Inc 2.719 240
2026-05-13 13F Benchmark Investment Advisors LLC 8.630 17,90 761 42,86
2026-04-27 13F Lesa Sroufe & Co 5.142 0,00 0
2026-04-20 13F Global Financial Private Client, LLC 11.242 -5,39 991 2,80
2026-04-29 13F Avory & Company, LLC 20.000 0,00 1.763 8,63
2026-05-04 13F Hibernia Wealth Partners, LLC 2.641 233
2026-05-29 13F Asset Dedication, LLC 5.363 0,00 473 8,51
2026-04-21 13F Urban Wealth Management, LLC 10.557 0,00 931 8,64
2026-05-14 13F Rialto Wealth Management, LLC 966 0,00 85 8,97
2026-06-01 13F Foguth Wealth Management, LLC. 15.544 1,65 1.329 6,50
2026-04-27 13F Beacon Financial Advisory LLC 11.482 -11,05 1.012 -3,34
2026-05-07 13F EPG Wealth Management LLC 9.670 0,00 853 8,67
2026-05-04 13F J.Safra Asset Management Corp 22.571 0,00 1.990 8,57
2026-05-08 13F Generation Capital Management LLC 41.891 -8,65 3.693 -0,78
2026-05-27 13F Security Financial Services, INC. 47.116 -67,73 4.154 -64,95
2026-05-12 13F/A Causey Wealth LLC 0 -100,00 0 -100,00
2026-04-28 13F Umpqua Bank 3.078 271
2026-05-07 13F Grant Street Asset Management, Inc. 34.246 901,05 3.019 989,89
2026-05-07 13F Oak Harbor Wealth Partners, Llc 6.429 -49,06 567 -44,73
2026-05-15 13F Blueprint Investment Partners LLC 94.179 0,46 8.303 9,11
2026-04-23 13F Fairman Group, LLC 94 0,00 8 14,29
2026-04-30 13F ATX Financial Planning, LLC 33.223 -1,12 2.929 7,37
2026-05-15 13F Change Path, LLC 151.302 -50,10 13.339 -45,81
2026-04-15 13F Trust Co Of Toledo Na /oh/ 384 0,00 34 6,45
2026-04-21 13F Welch Group, LLC 3.675 0,38 324 8,75
2026-04-28 13F Nbt Bank N A /ny 1.318 0,00 116 9,43
2026-01-06 13F Investors Research Corp 0 -100,00 0 -100,00
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