Grundlæggende statistik
| Institutionelle ejere | 1643 total, 1640 long only, 0 short only, 3 long/short - change of -0,24% MRQ |
| Gennemsnitlig porteføljeallokering | 1.1500 % - change of -6,55% MRQ |
| Institutionelle aktier (lange) | 360.243.196 (ex 13D/G) - change of 32,03MM shares 9,69% MRQ |
| Institutionel værdi (lang) | $ 48.814.401 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (CL:ITOT) har 1643 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 360,243,196 aktier. Største aktionærer omfatter BlackRock, Inc., Wells Fargo & Company/mn, Wealthfront Advisers Llc, Alliancebernstein L.p., Betterment LLC, Morgan Stanley, Bank Of America Corp /de/, Colony Group, LLC, LPL Financial LLC, and Buckingham Strategic Partners .
iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (SNSE:ITOT) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 10.828 | 0,23 | 1.542 | -3,99 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 975 | 280 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 31.070 | 23,02 | 4.425 | 17,81 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 23.604 | 3.673 | ||||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 5.041 | 0,00 | 784 | 4,67 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 4.733 | -0,65 | 674 | -4,80 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 1.577 | 0,00 | 225 | -4,27 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 11.386 | 0,00 | 1.622 | -4,20 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.809 | 1,74 | 400 | -2,44 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 12 | 0,00 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2.737 | -3,42 | 390 | -7,60 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 1.908 | 272 | ||||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Investors Research Corp | 60.472 | -7,57 | 8.613 | -11,45 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 8.100 | 0,00 | 1.154 | -4,24 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 115 | 0,00 | 16 | -5,88 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 530 | 0,00 | 75 | -3,85 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 301 | 43 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 723 | -0,28 | 104 | -3,74 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 16.091 | -5,29 | 2.292 | -9,30 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 1.600 | 0,00 | 228 | -4,22 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 5.406 | 36,45 | 770 | 30,56 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 7.293 | 0,00 | 1.039 | -4,24 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 107.910 | -0,40 | 15.370 | -4,59 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 3.523 | 0,00 | 502 | -4,21 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 10.041 | -11,44 | 1.430 | -15,13 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 22.540 | 0,00 | 3.210 | -4,21 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 3.102 | 442 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 3.576 | -97,42 | 514 | -97,51 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 321.151 | 0,00 | 45.742 | -4,21 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 2.341 | -6,17 | 333 | -10,00 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 55.888 | -6,33 | 7.960 | -10,27 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 125.569 | 11,62 | 17.885 | 6,92 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 1.753 | 0,00 | 250 | -4,23 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1.252 | 178 | ||||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 5.680 | 0,00 | 809 | -4,15 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 205 | 29 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 3.277 | -26,92 | 467 | -30,03 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 4.666 | 1,61 | 665 | -2,64 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 223 | 21,20 | 35 | 25,00 | ||||
| 2026-05-01 | 13F | CV Advisors LLC | 2.290 | 0,22 | 326 | -3,83 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 34.213 | -40,02 | 4.873 | -42,55 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 8.600 | -26,35 | 1.225 | -29,49 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 720 | 0,00 | 103 | -4,67 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 153.842 | 3,50 | 21.912 | -0,86 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 6.363 | 0,89 | 906 | -3,31 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 38.412 | -0,71 | 5.471 | -6,91 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 454.946 | 1.073,63 | 64.798 | 1.024,38 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 1.530 | -13,22 | 218 | -17,18 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 13.968 | 0,28 | 1.989 | -3,96 | ||||
| 2026-01-29 | 13F | Comerica Bank | 141.578 | 2,66 | 21.051 | 4,81 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.683.425 | 12,48 | 239.771 | 7,75 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3.872.493 | -0,81 | 551.559 | -4,98 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 1.697 | 252 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 2.015 | 300 | ||||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 9.746 | -42,86 | 1.389 | -45,23 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 126.526 | 0,59 | 18.021 | -3,64 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 4.225 | -1,65 | 602 | -5,80 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 103.145 | -48,98 | 14.691 | -51,13 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 40.044 | -2,48 | 5.704 | -6,58 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 2.956 | 469 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 451.482 | -11,71 | 64.305 | -15,43 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 4.180 | -31,63 | 595 | -34,54 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 4.493 | 0,09 | 640 | -4,20 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 7.806 | 7,34 | 1.112 | 2,78 | ||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 2.805 | 0,00 | 400 | -4,32 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 990.403 | 34,36 | 137.650 | 25,59 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 4.839 | 0,00 | 689 | -4,17 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 7.565 | 30,84 | 1.078 | 25,38 | ||||
| 2026-04-22 | 13F | Nicholson Meyer Capital Management, Inc. | 23.550 | -6,71 | 3.354 | -10,63 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 1.717 | 0,06 | 245 | -4,31 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 1.882 | -5,00 | 268 | -8,84 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1.339.942 | -1,19 | 190.848 | -5,35 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 15.926 | -1,97 | 2.268 | -6,09 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 99.776 | 1,72 | 14.211 | -2,56 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 1.000 | 0,00 | 142 | -4,05 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 9.886 | 0,36 | 1.408 | -3,83 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 4.165 | 0,00 | 593 | -4,20 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 532.581 | 13,22 | 76.078 | 8,77 | ||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 6.604 | 0,00 | 941 | -4,18 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 3.011 | 0,00 | 429 | -4,25 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1.863 | 157,68 | 265 | 147,66 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 6.970 | -4,99 | 993 | -8,99 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 20.513 | 7,88 | 2.922 | 3,33 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 14.443 | 38,33 | 2.057 | 32,54 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 717 | 0,00 | 102 | -3,77 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 141.313 | -2,68 | 20.127 | -6,78 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 1.840 | -1,34 | 262 | -5,42 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 32 | 0,00 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 1.453 | 0,00 | 207 | -4,63 | ||||
| 2026-05-14 | 13F | Spectrum Strategic Capital Management, LLC | 91.263 | -3,14 | 12.999 | -7,22 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 164.374 | -7,49 | 23.412 | -11,39 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 3.249 | 6,28 | 463 | 1,76 | ||||
| 2026-04-22 | 13F | Avalon Advisory Group | 50.794 | -0,92 | 7.235 | -5,09 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 415 | 0,24 | 59 | -3,28 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 21.919 | 2,66 | 3.145 | -0,91 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 2.463 | 0,49 | 351 | -3,85 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 1.054 | 0,00 | 150 | -3,85 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 220.249 | 5,65 | 31.370 | 1,21 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 41.648 | 6,15 | 5.932 | 1,68 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 165.930 | 5,95 | 23.633 | 1,49 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 122.226 | -2,75 | 18.174 | -0,72 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 92.304 | -1,27 | 13.147 | -5,43 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 1.108.000 | 82,24 | 157.812 | 74,57 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 1.989 | 0,00 | 283 | -4,07 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1.422 | -20,65 | 203 | -24,06 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 183 | 83,00 | 26 | 85,71 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 1.672 | 0,18 | 238 | -4,03 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 162 | 26 | ||||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 394.861 | 56.240 | ||||||
| 2026-05-11 | 13F | Bailard, Inc. | 1.750 | 0,00 | 249 | -4,23 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 2.166 | -7,67 | 309 | -11,49 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 74 | 0,00 | 11 | -9,09 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 12.047 | 0,00 | 1.716 | -4,24 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.587 | 42,72 | 226 | 36,97 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 8.849 | -2,57 | 1.359 | -1,24 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 938 | 0,00 | 134 | -4,32 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 12.427 | 0,35 | 1.770 | -3,91 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 119.553 | -2,23 | 17.028 | -6,35 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 6.098 | 0,00 | 869 | -4,19 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Range Financial Group LLC | 1.564 | -14,30 | 223 | -18,08 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 101.261 | -2,59 | 14.423 | -6,69 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 4.363 | 0,07 | 621 | -4,17 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 466 | -22,59 | 66 | -25,84 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.482.653 | -4,96 | 211.192 | -8,96 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.773 | 395 | ||||||
| 2026-04-06 | 13F | CX Institutional | 3.919 | -12,60 | 1 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 6.150.404 | 22,74 | 914.502 | 25,31 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 296 | 0,00 | 42 | -4,55 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 32.865 | 0,00 | 4.681 | -4,22 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 2.298 | 3,14 | 327 | -1,21 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 8.687 | -0,77 | 1.237 | -4,92 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 10.983 | -0,74 | 1.564 | -6,35 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 19.502 | 3,17 | 2.778 | -1,17 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 16.553 | 669,19 | 2.358 | 638,87 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 7.368 | 10,51 | 1.049 | 5,85 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 3.281 | -16,30 | 467 | -19,76 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 165 | 0,00 | 24 | -4,17 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 777 | 0,00 | 111 | -4,35 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 59.590 | 0,00 | 8.487 | -4,21 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 17.902 | 0,01 | 2.550 | -4,21 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 5.641 | 31,86 | 803 | 26,26 | ||||
| 2026-04-30 | 13F | Griffith & Werner, Inc. | 1.480 | -0,40 | 211 | -4,55 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 3.351 | 0,00 | 481 | -4,37 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 50.527 | 0,00 | 7.899 | 5,15 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 18.083 | -13,82 | 2.576 | -17,44 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 62.323 | 4,60 | 8.877 | 0,19 | ||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Colonial River Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 707 | 0,14 | 101 | -4,76 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 23.137 | -5,32 | 3.295 | -9,30 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 30 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 772.851 | 21,39 | 110.077 | 16,28 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 19.361 | 0,00 | 2.758 | -4,20 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 119.780 | 19,03 | 17.060 | 14,01 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 252.919 | -79,51 | 36.023 | -80,37 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 24.207 | -0,12 | 3.448 | -4,33 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 2.604 | 0,00 | 371 | -4,39 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 484.522 | 3,90 | 69.010 | -0,47 | ||||
| 2026-05-15 | 13F | Nepc Llc | 25.076 | 0,00 | 3.572 | -4,21 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 25 | 4 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 3.091 | 6,51 | 460 | 8,77 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 656.705 | -1,34 | 94 | -5,10 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 14.400 | -27,18 | 2.051 | -30,27 | ||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 5.722 | 3,79 | 815 | -0,49 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 431.442 | 6,72 | 59.673 | -0,73 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5.636 | 4,04 | 803 | -0,37 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 5.807 | -0,63 | 827 | -4,83 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 172.866 | -8,34 | 24.621 | -12,20 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10.301 | -2,80 | 1.467 | -6,86 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 687 | -68,76 | 98 | -70,25 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5.474 | 124,07 | 780 | 114,60 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 200 | 0,00 | 28 | -3,45 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 3.045 | 0,00 | 434 | -4,19 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 1.580.910 | 6,22 | 225 | 1,81 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 19.464 | 14,31 | 2.772 | 9,52 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 121.740 | 11,45 | 17.339 | 6,76 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 5.032 | 7,20 | 717 | 2,73 | ||||
| 2026-04-21 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 31.268 | 20,76 | 4.454 | 15,66 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Team Hewins, LLC | 2.583 | -17,48 | 368 | -21,08 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 3.630 | 517 | ||||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 5.463 | 9,52 | 778 | 4,99 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 434.352 | 0,05 | 64.584 | 2,14 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 10.867 | 0,00 | 1.548 | -4,21 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 114.266 | -8,29 | 16.275 | -12,16 | ||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 42.150 | 0,28 | 6.003 | -5,76 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 14.393 | -2,30 | 2.050 | -8,24 | ||||
| 2026-06-02 | 13F | Norris Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 14.147 | 12,67 | 2.015 | 7,93 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 2.442 | -1,45 | 363 | 0,83 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 16.954 | 0,01 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 1.898 | 0,00 | 270 | -4,26 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 1.838 | -5,11 | 262 | -9,37 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 1.800 | 0,00 | 256 | -4,12 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 107.964 | 3,69 | 15.377 | -0,68 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 71.645 | 0,00 | 10.204 | -4,21 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 118 | 0,00 | 17 | -5,88 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 106.903 | 3,64 | 15.226 | -0,72 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 47 | 0,00 | 7 | 0,00 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 14.341 | -3,93 | 2.043 | -8,02 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 6.328 | 2,15 | 901 | -2,17 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48.429 | 0,11 | 6.898 | -4,12 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 2.197 | -5,06 | 313 | -9,30 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 2.321 | 8,66 | 331 | 4,10 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 119 | 17 | ||||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 40.094 | 0,00 | 5.711 | -4,21 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 3.776 | 0,00 | 538 | -4,28 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 7.856 | -15,69 | 1.119 | -19,28 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 21.083 | -2,39 | 3.003 | -6,51 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 49.701 | 628,11 | 7.079 | 598,03 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 6.195 | 0,00 | 882 | -4,23 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 16.174 | 0,79 | 2.304 | -3,48 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 392 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 12.727 | -2,03 | 1.813 | -6,16 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Aspirean Wealth, LLC | 233.757 | 1,98 | 33.294 | -2,32 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 900 | 128 | ||||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 3.394 | 0,00 | 483 | -4,17 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 2.050 | 4,27 | 292 | -0,34 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 256 | -14,95 | 36 | -18,18 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 109.360 | 4,05 | 15.576 | -0,33 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 2.232.613 | 2.835,49 | 13.162 | 16,39 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 74.708 | -3,83 | 10.641 | -7,89 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 1.817 | 0,00 | 259 | -4,44 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 9.870 | -6,77 | 1.406 | -10,74 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 54.601 | -8,56 | 7.777 | -12,41 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 10.391 | 10,72 | 1.480 | 6,02 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 4.317 | 0,00 | 615 | -4,21 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 6.986 | -5,48 | 995 | -9,47 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 11.345 | 0,00 | 1.616 | -4,21 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 1.961 | 0,82 | 279 | -3,46 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 34.610 | -0,43 | 5.385 | 4,20 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 14.013 | 0,01 | 1.996 | -4,22 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 66.900 | -9,23 | 9.529 | -13,05 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 85 | 0,00 | 12 | 0,00 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 296 | 0,34 | 42 | -2,33 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 162 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 4.744 | -4,60 | 676 | -8,66 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 304.077 | 17,09 | 43.310 | 12,16 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 8.366 | 27,71 | 1.192 | 22,28 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 285.932 | -0,05 | 40.725 | -4,26 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 3.286 | 1,14 | 468 | -3,11 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 1.020 | 0,00 | 145 | -3,97 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 2.650 | -5,19 | 377 | -9,16 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 1.757 | -14,63 | 250 | -18,30 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 2.900.761 | 5,39 | 413.155 | 0,96 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 12.317 | 5,75 | 1.754 | 1,33 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4.258 | 0,19 | 606 | -3,96 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 2.141 | -0,70 | 305 | -5,00 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 2.699 | 0,04 | 384 | -4,24 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 47.266 | 43,25 | 6.732 | 37,22 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 8.846 | 17,13 | 1.241 | 9,64 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 1.761 | 0,00 | 251 | -4,21 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 42.852 | 17,52 | 6.103 | 12,58 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 26.999 | -0,13 | 3.845 | -4,33 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.016.552 | -2,00 | 144.788 | -6,13 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 27.181 | 0,22 | 3.871 | -3,99 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 5.685 | 0,19 | 810 | -4,03 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 36.306 | -0,42 | 5.213 | -3,86 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 84.641 | -7,51 | 12.055 | -11,40 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 9.610 | 0,00 | 1.369 | -4,20 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 2.250 | 0,00 | 320 | -4,19 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 4.951 | -9,24 | 705 | -13,07 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 3.819 | 38,02 | 544 | 32,12 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 2.207 | 0,00 | 314 | -4,27 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.613 | 8,91 | 230 | 4,09 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 1.534 | 0 | ||||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 5.451 | -1,85 | 776 | -5,94 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 6.412 | 60,38 | 913 | 53,70 | ||||
| 2026-05-11 | 13F | Commerce Bank | 9.732 | 79,23 | 1.386 | 71,75 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 510 | 0,00 | 73 | -4,00 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 14.733 | -0,05 | 2.098 | -4,24 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 14.797 | 0,91 | 2.108 | -3,35 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 3.493 | -28,14 | 519 | -26,69 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 1.628 | 4,96 | 232 | 0,43 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 144.059 | 10,29 | 21 | 5,26 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 42.769 | -0,70 | 6.092 | -4,89 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3.231 | -0,34 | 460 | -4,56 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6.449 | 0,19 | 919 | -4,08 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 1.417 | -32,46 | 202 | -35,37 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 1.735 | 247 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 97 | 14 | ||||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 50.274 | -0,01 | 7.161 | -4,21 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 32.457 | 0,00 | 4.623 | -4,23 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 1.714 | -25,38 | 244 | -28,45 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1.002.300 | -1,80 | 142.758 | -5,93 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 400 | 58 | ||||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 191.843 | 1,03 | 27.324 | -3,23 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 141.043 | -31,12 | 20.089 | -34,03 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1.331 | 0,00 | 190 | -4,06 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 19.314 | 6,31 | 2.751 | 1,81 | ||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 44.795 | 0,50 | 6.380 | -3,73 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 4.103 | 0,00 | 1 | |||||
| 2026-05-15 | 13F | Ascent Group, LLC | 8.937 | 24,99 | 1.273 | 19,66 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 6.417 | -1,40 | 914 | -5,58 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 2.694 | 0,04 | 384 | -4,25 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 1.494 | -13,49 | 213 | -17,19 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 2.623 | 374 | ||||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 4.712 | 1,14 | 671 | -3,03 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1.376 | 197 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 16.198 | 10,86 | 2.307 | 6,22 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 51.723 | -5,49 | 7.691 | -3,53 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 57.130 | 1,72 | 8.137 | -2,55 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 3.357 | -17,86 | 478 | -21,25 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 2.431 | -0,16 | 346 | -4,42 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 6.370 | 3,44 | 907 | -0,87 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 139.444 | -5,49 | 19.861 | -9,47 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 10.000 | 0,00 | 1.424 | -4,17 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 111 | 0,00 | 16 | -6,25 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 12.807 | 1,35 | 1.824 | -2,88 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 6.994 | -0,64 | 996 | -4,78 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 8.014 | 37,34 | 1.141 | 31,60 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 23.654 | 0,11 | 3.369 | -4,10 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 9.151 | 0,00 | 1.303 | -4,19 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 7 | -88,89 | 1 | -100,00 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 5 | 0,00 | 1 | |||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 7.006 | 6,86 | 998 | 2,36 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 2.081 | 0,00 | 296 | -4,21 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Foundry Financial LLC | 7.075 | 18,69 | 1.008 | 13,66 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 1.692 | 0,24 | 241 | -4,00 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 8.096 | -1,85 | 1.153 | -5,95 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 49.477 | 16,01 | 7.047 | 11,13 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 14.742 | -1,47 | 2.100 | -5,62 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 263.005 | 3,26 | 37.460 | -1,09 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 6.027 | -28,28 | 858 | -31,31 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 5.893 | 17,67 | 916 | 23,32 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 1.738 | -2,63 | 248 | -6,79 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 112 | 0,00 | 16 | -6,25 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 184 | 0,00 | 26 | -3,70 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 48.756 | 0,00 | 6.944 | -4,21 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 3.775 | -0,40 | 538 | -4,62 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Family Management Corp | 101.495 | 3,55 | 14.456 | -0,81 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 507.620 | -11,94 | 72.300 | -15,65 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 198.413 | 1,39 | 29.827 | 0,69 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 65.970.413 | 3,22 | 9.396.166 | -1,12 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 5.025 | -14,83 | 716 | -18,47 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 5.058 | -24,08 | 720 | -27,27 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 7.602 | -0,04 | 1.083 | -4,25 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 12.054 | 0,13 | 1.717 | -4,08 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1.194 | 0,00 | 170 | -3,95 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 1.490 | -1,59 | 212 | -5,78 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 22.625 | 5,97 | 3.223 | 1,51 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 4.627 | 0,00 | 659 | -4,22 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 41.262 | 13,71 | 5.877 | 8,92 | ||||
| 2026-05-15 | 13F | EFG International AG | 1.765 | 251 | ||||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1.965 | 0,00 | 280 | -4,45 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 390.475 | -3,11 | 55.615 | -7,18 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 171 | 0,00 | 24 | -4,00 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 210 | 0,00 | 30 | -6,45 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 366 | 0,00 | 52 | -5,45 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 15.890 | -12,43 | 2.263 | -16,12 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 140 | 0,00 | 20 | -5,00 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 8.734 | 4,04 | 1.244 | 1,72 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 132.253 | -0,42 | 18.837 | -4,62 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 6.050 | -2,12 | 862 | -6,31 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 3.695 | 0,00 | 526 | -4,19 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 3.823 | 27,86 | 545 | 22,52 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 54.780 | 0,00 | 7.802 | -4,21 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | CNB Bank | 600 | 0,00 | 85 | -4,49 | ||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 1.561 | 222 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 3.471 | 0,00 | 494 | -4,26 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 25.259 | 0,00 | 3.598 | -4,21 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 353.225 | -0,58 | 50.310 | -4,76 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 285.740 | -14,38 | 41 | -18,37 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 3.359 | 0,24 | 478 | -4,02 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1.617 | 0,19 | 230 | -3,77 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 176.721 | 7,89 | 25.170 | 3,35 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 671.625 | -9,04 | 95.660 | -12,87 | ||||
| 2026-04-24 | 13F | United Community Bank | 1.214 | -10,87 | 173 | -14,85 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3.056 | 106,35 | 435 | 97,73 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 17.904 | 0,41 | 2.550 | -3,81 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 15.676 | 0,45 | 2.233 | -1,76 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 42.528 | -4,13 | 6.057 | -8,45 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 985 | 0,00 | 140 | -2,10 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 6.478 | 115,86 | 923 | 106,73 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 2.761 | -3,29 | 393 | -7,31 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 403 | 0,00 | 57 | -3,39 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 255.733 | -2,57 | 36.424 | -6,67 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 8.024 | 143,30 | 1.110 | 124,95 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 3.591 | 0,00 | 511 | -4,13 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 3.839 | 0,00 | 547 | -4,21 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 6.258 | -39,31 | 891 | -41,88 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1.729 | 385,67 | 257 | 375,93 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 17.869 | 31,58 | 2.545 | 26,05 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 3.747 | -12,64 | 534 | -16,33 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 1.510.211 | -6,00 | 215.099 | -9,96 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 6.091 | 868 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 2.357 | 25,64 | 350 | 28,21 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 2.278 | -22,15 | 324 | -25,52 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1.221.359 | 1,05 | 173.958 | -3,21 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 60.471 | -0,16 | 8.613 | -4,36 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 49.645 | 0,80 | 7.071 | -3,44 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 3.930 | 0,41 | 560 | -3,79 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 2.012 | -21,77 | 287 | -25,13 | ||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 10.720 | 53,12 | 1.527 | 46,73 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.690 | 101,19 | 251 | 105,74 | ||||
| 2026-05-07 | 13F | Nyl Investors Llc | 33.765 | -4,12 | 4.809 | -8,16 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 5.595 | 1,01 | 797 | -3,28 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 2.892 | 1,69 | 412 | -2,61 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 182.185 | -0,94 | 25.949 | -5,11 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 447.667 | -0,83 | 66.564 | 1,24 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 3.894 | 3,95 | 555 | -0,36 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 46.374 | -1,81 | 6.605 | -6,01 | ||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 208.360 | -0,07 | 29.677 | -4,28 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 15.710 | 0,36 | 2.238 | -3,87 | ||||
| 2026-05-13 | 13F | McDonough Capital Management, Inc | 1.775 | 0,00 | 253 | -4,18 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 7.706 | -0,46 | 1.098 | -4,69 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3.625 | -0,06 | 516 | -4,27 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 3.425 | 0,00 | 488 | -4,32 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 2.028 | 0,00 | 289 | -4,32 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 58.826 | 11,48 | 8.379 | 6,78 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 14.139 | 1,81 | 2.200 | 6,59 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 3.176 | -1,79 | 452 | -5,83 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 37.838 | -0,11 | 5.389 | -4,31 | ||||
| 2026-01-22 | 13F | Colony Family Offices, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 44.623 | 13,83 | 6 | 20,00 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 47.624 | 5,20 | 6.783 | 0,79 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 38.130 | 1,53 | 6.144 | 10,03 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 199 | 0,00 | 28 | -3,45 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 7.091 | 12,18 | 1.010 | 7,45 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 2.646 | 2,04 | 377 | -2,34 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 2.400 | -29,62 | 342 | -32,74 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 1.144 | 0,00 | 163 | -4,71 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 17.271 | -3,79 | 2.460 | -7,87 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.774 | 395 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.752.924 | 12,90 | 242.447 | 5,02 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 2.081 | 0,34 | 310 | 0,00 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 8.784 | 0,19 | 1.251 | -3,99 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1.946 | -0,36 | 277 | -4,48 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 1.874 | 0,21 | 267 | -4,32 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 900 | 25,52 | 128 | 20,75 | ||||
| 2026-05-04 | 13F | Guardsman Private Capital Management, Inc. | 83.341 | 0,00 | 11.870 | -4,20 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 5.246 | 50,70 | 747 | 44,49 | ||||
| 2026-01-21 | 13F | Financial & Tax Architects, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.726 | 2,86 | 248 | -2,76 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 1.500 | 0,00 | 214 | -4,48 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 2.904 | 31,64 | 414 | 26,22 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 1.501 | -3,22 | 214 | -7,39 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 15.501 | -0,67 | 2.305 | 1,41 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 33 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 3.312 | 0,00 | 472 | -4,27 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 40.612 | -0,84 | 5.784 | -5,01 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 587 | 0,00 | 84 | -4,60 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 2.358 | 336 | ||||||
| 2026-04-08 | 13F | KWB Wealth | 1.395 | 0,00 | 207 | 0,00 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 342 | 0,00 | 49 | -4,00 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 10.475 | 1.492 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 193 | 27 | ||||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 5.079 | -3,28 | 723 | -7,31 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 1.456 | 0,00 | 207 | -4,17 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 55.978 | 2,04 | 7.973 | -2,26 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6.618.420 | 3,13 | 942.662 | -1,21 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Headinvest, Llc | 2.210 | 0,59 | 315 | -3,68 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 8.276 | -28,33 | 1.179 | -31,35 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 102.314 | 0,18 | 15 | -6,67 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 42.998 | 620,36 | 6.124 | 590,42 | ||||
| 2026-04-23 | 13F | American National Bank | 4.812 | 14,63 | 685 | 9,78 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 1.897 | 0,80 | 270 | -3,23 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 43.108 | 92,90 | 6.140 | 84,80 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 232.201 | 7,81 | 33.072 | 3,27 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 34.065 | 17,13 | 4.852 | 12,21 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 15.311 | -0,03 | 2.181 | -4,26 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 1.985 | 2,48 | 283 | -2,08 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 47.592 | 1,69 | 7 | 0,00 | ||||
| 2026-05-11 | 13F | Cigna Investments Inc /new | 209.887 | 3,69 | 30 | -3,33 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 1.353 | 201 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 79.917.650 | 13,02 | 11.382.671 | 8,26 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | First PREMIER Bank | 686 | -6,79 | 0 | |||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 19.811 | 5,98 | 2.822 | 140.950,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 288.164 | -37,29 | 40.071 | -42,36 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 60.471 | 4,91 | 8.613 | 0,49 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 142.304 | -13,91 | 20.268 | -17,54 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 24.657 | 12,40 | 3.512 | 7,70 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 25.914 | 7,04 | 3.691 | 2,53 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 47.989 | -3,25 | 6.835 | -7,32 | ||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 8.612 | 1,22 | 1.227 | -3,01 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 104.901 | 7,51 | 14.941 | 1,29 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 24.131 | -1,95 | 3.437 | -6,07 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 5.762 | 42,06 | 821 | 35,99 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 627 | 0,00 | 89 | -4,30 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 97.742 | -0,12 | 13.921 | -4,32 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 591 | 7,07 | ||||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 578 | 0,00 | 82 | -3,53 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 60.221 | -12,36 | 8.577 | -16,05 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 14.916 | -1,64 | 2.124 | -5,77 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 5.641 | 15,90 | 803 | 11,07 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 2.220 | 0,00 | 316 | -4,24 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Core Alternative Capital | 1.120 | 0,00 | 160 | -4,22 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 228 | 0,00 | 32 | -3,03 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 5.295 | 0,00 | 764 | -4,62 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 1.740 | 265 | ||||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 3.806 | -86,49 | 1 | -100,00 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 80.823 | -3,70 | 11.512 | -7,75 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 7.793 | -2,83 | 1.110 | -6,96 | ||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 288.878 | 0,14 | 41.145 | -4,08 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 2.639 | 0,00 | 376 | -4,34 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 1.711.050 | -4,28 | 243.705 | -7,92 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 1.847 | 263 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 10.506 | 3,55 | 1.496 | -0,80 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 3.694 | 0,00 | 526 | -4,19 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 21.133 | 8,25 | 3.010 | 3,72 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 84.206 | -8,55 | 11.993 | -12,40 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.529 | 8,63 | 360 | 4,05 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 1.841 | -81,78 | 262 | -82,56 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 2.772 | 0,00 | 395 | -4,37 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 14.343 | 203,88 | 2.042 | 191,30 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 2.120 | -15,47 | 302 | -19,09 | ||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 15.831 | -4,84 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Financial Designs Corp | 284.249 | 0,38 | 40.486 | -3,84 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 1.517 | 0,00 | 216 | -5,68 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 15 | 2 | ||||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 51.769 | 16,01 | 7.373 | 11,12 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 3.747 | 0,00 | 534 | -4,31 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 3.416 | 0,00 | 487 | -4,14 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 58 | 0,00 | 8 | 0,00 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 159.673 | 1,05 | 22.742 | -3,20 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 10.650.612 | 6,78 | 1.583.639 | 6,78 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 2.450 | -0,33 | 349 | -4,66 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 338.550 | -1,73 | 48.220 | -5,87 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 130.604 | 1,49 | 18.602 | -2,79 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 7.921 | -1,26 | 1.128 | -5,37 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 20.057 | -2,42 | 2.857 | -6,54 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 57.884 | 1,81 | 8.244 | -2,47 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 1.477 | -1,60 | 210 | -5,83 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 3.336 | 0,09 | 475 | -4,04 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 4.850 | 48,32 | 691 | 55,76 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 18.593 | -4,88 | 2.648 | -8,88 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 638 | 0,00 | 99 | 3,13 | ||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 13.202 | 0,00 | 1.880 | -4,23 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 2.416 | -5,37 | 344 | -9,23 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 1.489 | 0,00 | 221 | 2,31 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 345.197 | 41,66 | 49.166 | 35,70 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 3.513 | -0,40 | 500 | -4,58 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 15.213 | -1,68 | 2.167 | -5,83 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 342.517 | -0,94 | 48.785 | -5,11 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 28.892 | 4,29 | 4.115 | -0,10 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 10.398 | -1,10 | 1.438 | -8,70 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 6.000 | 213,81 | 855 | 200,70 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 76.056 | 2,96 | 10.833 | -1,38 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 18.355 | 20,12 | 2.614 | 15,10 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 913 | 0,00 | 130 | -3,70 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 9.170 | -2,07 | 1.306 | -6,18 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 444 | -2,63 | 63 | -5,97 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 2.083 | 0,00 | 297 | -4,21 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 2.598 | -1,33 | 370 | -5,37 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 982 | 0,00 | 140 | -4,79 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 2.954 | 0,00 | 421 | -4,33 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 18.025 | -7,49 | 2.567 | -11,39 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 4.089 | -4,24 | 640 | -0,93 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 1.645 | 0,00 | 234 | -5,65 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 3.333 | -40,08 | 475 | -42,68 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 227.909 | 5,33 | 32.461 | 0,90 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 7.289 | 7,11 | 1.038 | 2,67 | ||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 49.147 | 1,19 | 7.000 | -3,07 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 10.587 | -8,77 | 1.508 | -12,64 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 200.636 | 10,15 | 28.577 | 5,52 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 157 | 0,00 | 23 | 4,55 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 2.422 | 0,21 | 348 | -3,60 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 1.529 | 0,00 | 218 | -4,41 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 2.316 | 7,92 | 360 | 10,77 | ||||
| 2026-05-08 | 13F | Goldenstone Wealth Management LLC | 1.861 | 0,16 | 265 | -3,99 | ||||
| 2026-05-11 | 13F | Options Solutions, Llc | 4.214 | 0,00 | 600 | -4,15 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 8.827 | 0,00 | 1.257 | -4,19 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 7.323 | 16,00 | 1.043 | 11,19 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 187 | -65,88 | 27 | -67,90 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 2.354 | -9,84 | 0 | |||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 29.994 | -3,72 | 4.272 | -7,77 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 1.752 | 0,00 | 250 | -4,23 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 430 | 0,00 | 61 | -3,17 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 39.125 | 1,35 | 5.573 | -3,70 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 2.247 | 320 | ||||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 16.298 | 2,53 | 2.338 | -1,10 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 4.060 | 578 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 35.067 | 1,50 | 4.994 | -2,78 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 110 | -45,27 | 16 | -48,28 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 225 | 0,45 | 32 | -3,03 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 13.044 | 0,00 | 1.858 | -4,23 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 7.483 | 1.066 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 16.814 | -3,84 | 2.395 | -7,89 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 227 | 32 | ||||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 4.110 | 4,71 | 585 | 0,34 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 4.578 | 0,00 | 652 | -4,12 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 120.211 | -20,56 | 17.122 | -23,91 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 17.340 | 68,97 | 2.470 | 61,90 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 5.894 | 0,00 | 851 | -4,60 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.579 | 0,25 | 510 | -3,96 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 2.171 | 0,05 | 309 | -4,04 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 1.600 | 0,00 | 228 | -4,22 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 1.459 | 1,39 | 208 | -2,82 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 68.023 | 15,13 | 9.689 | 10,28 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 2.064 | -24,23 | 294 | -27,41 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 23.979 | -5,91 | 3.415 | -9,87 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 67 | 0,00 | 10 | 0,00 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 2.493 | 0,00 | 355 | -4,05 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 21.433 | 5,63 | 3.053 | 1,19 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 3.177 | 0,16 | 452 | -4,03 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 24.460 | -7,14 | 3.484 | -11,06 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 5.383 | -0,55 | 767 | -4,73 | ||||
| 2026-05-14 | 13F | Betterment LLC | 10.617.929 | -0,59 | 1.512 | -4,79 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 23.561 | 12,31 | 3.503 | 14,66 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 47.767 | -0,29 | 7.699 | 6,34 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 115.343 | -3,24 | 16.428 | -7,32 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 11.157 | 217,68 | 1.589 | 204,41 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 32.428 | 58,25 | 4.619 | 51,61 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 17.367 | -0,64 | 2.474 | -4,81 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 7.568 | -3,42 | 1.078 | -7,55 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 2.557 | -44,34 | 364 | -46,71 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 4.125 | 0,00 | 588 | -4,24 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 111.020 | -8,87 | 15.813 | -12,71 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 5.358 | -13,55 | 763 | -18,57 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 13.479 | 0,78 | 1.920 | -3,47 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 113.011 | 4,97 | 16.096 | 0,56 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 12.225 | 0,02 | 1.741 | -4,18 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 4.000 | 0,00 | 570 | -4,21 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 7.431 | 0,01 | 1.058 | -4,17 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 2.465 | 0,00 | 351 | -4,10 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 819 | -0,49 | 117 | -4,92 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 81.158 | 0,60 | 11.559 | -3,63 | ||||
| 2026-05-11 | 13F | Allstate Corp | 5.345.013 | 327,64 | 761.290 | 309,64 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 19.130 | -4,01 | 2.725 | -8,07 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.050.980 | 6,13 | 149.691 | 1,66 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 6.249 | 75,34 | 890 | 67,92 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 14.655 | -1,56 | 2.087 | -5,69 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 22.379 | -37,28 | 3.327 | -38,57 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 300 | 0,33 | 43 | -4,55 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 265 | 38 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 85.631 | -33,34 | 12.196 | -36,14 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 10 | 1 | ||||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 17.719 | 58,96 | 2.524 | 52,26 | ||||
| 2026-05-05 | 13F | GuidedMoney, LLC | 87.940 | 0,35 | 12.525 | -3,87 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 159.401 | 4,78 | 22.703 | 0,37 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 5.481 | 0,00 | 781 | -4,18 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 842 | -50,27 | 0 | |||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 79.649 | 38,11 | 11.344 | 32,29 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 53.427 | -1,88 | 7.610 | -6,02 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 10 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2.462 | 351 | ||||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 464 | 66 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 1.616 | 0,00 | 230 | -4,17 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 61.356 | -6,45 | 8.739 | -10,40 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 4.137 | 0,00 | 589 | -4,23 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 70.842 | -9,67 | 10.097 | -13,42 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 5.754 | -1,99 | 820 | -6,08 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 3.497 | 3,61 | 498 | -0,60 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 1.800 | 0,00 | 256 | -4,48 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 334.051 | 5,13 | 47.579 | 0,70 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 4.332 | 0,23 | 617 | -4,05 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 1.842 | 0,00 | 262 | -4,03 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 276.243 | -42,44 | 39.345 | -44,86 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 2.666 | 0,00 | 419 | 5,81 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 11.277 | 21,51 | 1.606 | 16,38 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 1.625 | 0,00 | 231 | -4,15 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 182.918 | -1,73 | 26.053 | -5,86 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 33.403 | 60,12 | 4.967 | 63,46 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 36.972 | -0,36 | 5.266 | -4,57 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 7.820 | 10,19 | 1.114 | 111.200,00 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 39.348 | -23,65 | 5.604 | -26,87 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 1.438 | -6,99 | 205 | -10,92 | ||||
| 2026-04-13 | 13F | Ayrshire Capital Management LLC | 3.681 | 12,84 | 524 | 8,26 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 2.300 | 0,00 | 328 | -4,11 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 1.950 | -3,08 | 278 | -7,36 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 9.693 | -0,11 | 1.381 | -4,30 | ||||
| 2026-04-21 | 13F | Penn Davis Mcfarland Inc | 2.500 | 0,00 | 356 | -4,04 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 2.875 | -28,21 | 409 | -31,26 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 283 | 0,00 | 40 | -4,76 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 724 | 103 | ||||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 31.463 | 0,00 | 4.481 | -4,21 | ||||
| 2026-04-30 | 13F | Villere St Denis J & Co Llc | 2.000 | -20,00 | 285 | -23,45 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.778 | 0,11 | 253 | -4,17 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 5.297 | 0,00 | 754 | -4,19 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 12.723 | -1,40 | 1.812 | -5,53 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 152.691 | 1.050,47 | 21.748 | 1.002,23 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 9.739 | 0,09 | 1.387 | -4,80 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 34.430 | 4.904 | ||||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 29.434 | 3,18 | 4.192 | -1,16 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 320.658 | -1,28 | 45.671 | -5,43 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 123.412 | 8,27 | 17.578 | 3,71 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 2.475 | 0,00 | 353 | -4,35 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 52.079 | -3,52 | 7.418 | -7,58 |
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