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.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 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 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 115.357 | 0,06 | 16.430 | -4,15 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 468 | 67 | ||||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 2.913 | -13,94 | 415 | -17,69 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 58.988 | -2,08 | 8.402 | -6,21 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 4.713 | 0,00 | 671 | -4,14 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 414.259 | 14,86 | 59.003 | 10,02 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 49.059 | -0,52 | 6.988 | -4,71 | ||||
| 2026-02-02 | 13F | Banyan Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 36.178 | -7,18 | 5.153 | -11,10 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 1.630 | 232 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 6.412 | 913 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 155.588 | 32,20 | 22.160 | 26,64 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 1.918 | -5,75 | 273 | -9,60 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 33.628 | -0,21 | 4.790 | -4,41 | ||||
| 2026-04-15 | 13F | Cisco Systems, Inc. | 1.372.500 | -3,51 | 195.485 | -7,58 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 2.623 | 0,00 | 374 | -4,36 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 1.600 | 0,00 | 228 | -4,22 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 3.580 | 0,00 | 577 | 8,46 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 40.337 | -23,87 | 5.745 | -27,07 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 3.840 | -5,04 | 547 | -9,15 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 184.230 | 27.393 | ||||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 14.215 | -15,64 | 2.025 | -19,20 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 249 | 35 | ||||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 2.562 | 0,00 | 365 | -4,21 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 133 | 0,00 | 19 | -5,26 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 2.500 | 9,27 | 372 | 11,41 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 10.228 | -2,96 | 1.457 | -7,08 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 41.529 | 11,16 | 5.915 | 6,50 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 12.541 | -5,16 | 1.786 | -9,16 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 9.979 | 2,41 | 1.421 | -1,86 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 637 | -5,35 | 91 | -10,00 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 50.677 | 7,00 | 7.218 | 2,50 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 42.390 | 2,55 | 6.038 | -1,77 | ||||
| 2026-05-04 | 13F | Mill Capital Management, LLC | 1.034 | 0,00 | 147 | -3,92 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 3.500 | 0,00 | 499 | -4,23 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 22.345 | -2,66 | 3.183 | -6,77 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 1.534 | -5,13 | 218 | -9,17 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 73.205 | -3,01 | 10.427 | -7,09 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 35.326 | 2,36 | 5.031 | -1,95 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5.773 | 2,58 | 828 | -0,96 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 2.537 | 13,11 | 361 | 8,41 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 21.664 | -3,24 | 3.086 | -7,30 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | WealthCollab, LLC | 20.076 | 0,00 | 2.859 | -4,22 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16.108 | 13,50 | 2.294 | 8,72 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 18 | 0,00 | 3 | 0,00 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 4.122 | -15,50 | 587 | -19,03 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 70.766 | 2,12 | 10.079 | -2,17 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 83.503 | 1,83 | 11.893 | -3,24 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 1.619 | 0,00 | 231 | -4,17 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 2.850 | 424 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 39.254 | 0,00 | 6 | 0,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 221.090 | -1,59 | 31.490 | -5,73 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 5.625 | 15,62 | 801 | 10,79 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 1.630 | 0,00 | 232 | -4,13 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 45.997 | 6,55 | 6.551 | 2,07 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 42.279 | 7,41 | 6.022 | 2,89 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 587.001 | -14,88 | 83.606 | -18,46 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 2.571 | 79,92 | 366 | 72,64 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 51.701 | 2,38 | 7.364 | -1,93 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 129 | 0,00 | 18 | -5,26 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4.124 | 46,61 | 588 | 40,43 | ||||
| 2026-04-20 | 13F | City State Bank | 112 | 0,00 | 16 | -6,25 | ||||
| 2026-01-06 | 13F | ShankerValleau Wealth Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 3.909 | 3,77 | 557 | -0,71 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 5.500 | 0,00 | 783 | -4,16 | ||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 2.008 | -1,57 | 286 | -5,94 | ||||
| 2026-05-01 | 13F | AF Advisors, Inc. | 3.379 | 0,00 | 481 | -4,18 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4.055 | -16,06 | 578 | -19,64 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1.796 | -5,42 | 256 | -9,57 | ||||
| 2026-05-15 | 13F | Claar Advisors LLC | 994.820 | 0,02 | 141.692 | -4,19 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 4.650 | 0,19 | 662 | -4,06 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 8.408 | -0,31 | 1.198 | -4,55 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 100.274 | 2,93 | 14.282 | -1,39 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 161.336 | -9,94 | 22.979 | -11,93 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 2.199 | 0,00 | 313 | -3,99 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 571 | 1,06 | 81 | -3,57 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 35.431 | -6,84 | 5.048 | -10,77 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 24.601 | 0,53 | 3.504 | -3,74 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 6.154 | -6,07 | 877 | -10,06 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 86.958 | -1,79 | 12.385 | -5,92 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 16.346 | 2,46 | 2.328 | -1,85 | ||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 2.605 | -13,02 | 371 | -16,63 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 2.879 | 12,33 | 410 | 7,61 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 5.017 | -39,61 | 715 | -42,19 | ||||
| 2026-05-01 | 13F | Capital City Trust Co/fl | 6.992 | 0,00 | 996 | -4,23 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 365.958 | 1,82 | 52.084 | -2,55 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 124.398 | 6,25 | 17.718 | 1,78 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3.845 | -2,93 | 548 | -6,97 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 75.939 | -2,70 | 10.816 | -6,80 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 169.271 | -4,90 | 24.109 | -8,90 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 2.876 | -52,91 | 410 | -54,96 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 7.556 | -10,46 | 1.076 | -14,19 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 3.556 | 3,79 | 506 | -0,59 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 168.802 | 5,44 | 24.042 | 1,00 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 2.206 | 0,00 | 314 | -4,27 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 5.217 | 0,00 | 743 | -4,13 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 54 | 0,00 | 8 | -12,50 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 297.408 | 4,14 | 42.360 | -0,24 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 4.864 | 13,64 | 693 | 8,81 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 3.501 | -4,86 | 505 | -7,68 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 465.585 | 16,53 | 66.309 | 11,62 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 2.049 | 0,00 | 292 | -4,28 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 45.805 | -17,46 | 6.524 | -20,93 | ||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 15.520 | 1,82 | 2.211 | -2,47 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2.605 | -44,41 | 371 | -46,70 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 23.516 | -3,09 | 3.349 | -7,15 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 10.935 | 0,19 | 1.557 | -4,01 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 448 | -12,67 | 64 | -17,11 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 1.783 | 0,00 | 271 | 2,26 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 65.773 | 2,82 | 9.371 | -1,48 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 36.327 | -0,02 | 5.174 | -4,22 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 105.013 | 47,31 | 14.957 | 41,12 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 78.576 | 4,22 | 11.192 | -0,16 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 176.509 | -0,06 | 25.140 | -4,27 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 94.090 | -1,28 | 13.401 | -5,44 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 1.803.511 | 1,64 | 257 | -2,66 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 164.150 | 1,19 | 23.380 | -3,08 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 3.384 | 19,49 | 503 | 22,09 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 8.137 | 0,12 | 1.159 | -4,14 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 145 | 0,00 | 21 | -4,76 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 1.735 | 0,00 | 247 | -3,89 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 8.235 | -0,69 | 1.173 | -4,87 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 5.835 | -1,37 | 917 | 4,32 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 17.035 | 1,19 | 2.426 | -3,08 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 4.880 | -99,33 | 695 | -4,14 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.000 | -36,10 | 142 | -38,79 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 6.293 | 0,00 | 896 | -4,17 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 22.232 | 9,07 | 3.167 | 4,49 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 328.100 | -1,36 | 46.731 | -5,52 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 6.517 | -1,48 | 928 | -5,60 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 119.568 | 1,55 | 17 | 0,00 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 4.364 | 0,48 | 622 | -3,72 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 2.234 | 0,00 | 318 | -4,22 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 10.082 | 28,55 | 1.436 | 23,07 | ||||
| 2026-05-12 | 13F | Creative Planning | 2.049.370 | -1,70 | 291.892 | -5,83 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 27.761 | 15,96 | 3.954 | 11,10 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.919.909 | -7,30 | 273.404 | -11,23 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 8.439 | 1,38 | 1.202 | -2,91 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 5.160 | -0,39 | 735 | -4,68 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 9.960 | -0,14 | 1.419 | -4,38 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 8.639 | -17,14 | 1.230 | -20,65 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 8.027 | 13,62 | 1.143 | 8,86 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 3.701 | 115,68 | 527 | 106,67 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 1.256 | 0,00 | 179 | -4,30 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 2.640 | 0,84 | 376 | -3,34 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 1.696 | 6,13 | 242 | 1,69 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2.649 | 377 | ||||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 5.635 | 0,00 | 838 | 2,07 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 9.027 | -4,79 | 1.286 | -8,80 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 4.167 | -0,02 | 594 | -4,20 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 223.533 | -1,44 | 31.838 | -5,59 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 331.762 | 96,38 | 47.253 | 88,11 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 10.026 | -3,81 | 1.428 | -7,81 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 14 | 0,00 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.452 | -5,09 | 634 | -9,04 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 44.918 | 4,85 | 6.398 | 0,44 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 14.845 | -10,00 | 2.129 | -13,17 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 5.769 | 822 | ||||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 345 | 25,91 | 49 | 22,50 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 658 | 98 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 64.729 | 3,94 | 9.219 | -0,43 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.096.242 | -3,79 | 155.568 | -8,21 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 12.851 | 48,50 | 1.830 | 42,30 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 58.182 | -34,26 | 8.287 | -37,03 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 7.264 | -0,18 | 1.035 | -4,44 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 2.975 | -17,36 | 424 | -20,93 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 5.191 | 5,25 | 739 | 0,82 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 1.871 | -0,53 | 266 | -4,66 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 697 | -36,29 | 99 | -38,89 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1 | 0 | ||||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 23.836 | 0,01 | 3.395 | -4,21 | ||||
| 2026-04-21 | 13F | WMS Group LLC | 1.500 | -4,46 | 214 | -7,39 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 1.856 | -1,17 | 264 | -5,38 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 4.513 | -0,99 | 643 | -5,17 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 163.823 | -11,78 | 23.332 | -15,50 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 11.160 | 1.590 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 145.507 | 0,00 | 21.635 | 0,00 | ||||
| 2026-05-06 | 13F | Independent Order of Foresters | 233.510 | -65,29 | 33.259 | -66,75 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 4.046 | 576 | ||||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 551 | 0,00 | 78 | -4,88 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 5.082 | -0,82 | 724 | -4,99 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2.851 | 0,00 | 406 | -4,02 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2.954 | 12,92 | 421 | 8,25 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 11.340 | 1.615 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 190 | -46,48 | 27 | -48,08 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Kimelman & Baird, LLC | 269 | 0,00 | 38 | -2,56 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 2.600 | 0,00 | 370 | -4,15 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 36.922 | -4,19 | 5.490 | -2,21 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 3.744 | 0,24 | 533 | -3,96 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 192 | 0,00 | 27 | -3,57 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 5.846 | -3,23 | 833 | -7,35 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 3.870 | 0,00 | 551 | -4,17 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.948.699 | -5,60 | 277.553 | -9,58 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Sober, LLC | 10.875 | 0,00 | 1.549 | -4,27 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 3.358 | -30,92 | 478 | -33,80 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 2.354 | 27,31 | 335 | 19,64 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 38.628 | 0,52 | 5.502 | -3,71 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 19.651 | 52,89 | 2.799 | 46,42 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 12.923 | 1.922 | ||||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2.005 | -2,39 | 286 | -6,56 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 7.500 | 0,00 | 1.068 | -4,22 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 122.164 | -7,01 | 18.165 | -5,07 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 38.813 | -0,26 | 5.528 | -4,44 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 23.596 | 0,00 | 3.361 | -4,22 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 1.773 | 0,00 | 253 | -4,18 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 2.593 | 369 | ||||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 1.954 | 43,57 | 278 | 37,62 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3.908 | 8,22 | 557 | 3,73 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 1.886 | 35,88 | 280 | 38,61 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 10.203.087 | -6,39 | 1.453.226 | -10,33 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 63.572 | -65,76 | 9.453 | -65,05 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 2.154 | 0,00 | 307 | -4,37 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 32.544 | 897,36 | 4.635 | 875,79 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 497 | 0,00 | 71 | -4,11 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 1.755 | 0,11 | 250 | -4,23 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 2.256 | 0,09 | 321 | -4,18 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 95.397 | -10,34 | 13.587 | -14,12 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 14.085 | 0,23 | 2.006 | -3,97 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 9.139 | 0,91 | 1.302 | -3,34 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 2.040 | 0,79 | 291 | -3,33 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 300 | 0,00 | 43 | -4,55 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 169.121 | -6,72 | 24.088 | -10,65 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 320 | 0,00 | 46 | -4,26 | ||||
| 2026-02-09 | 13F | Private Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 31.485 | -16,38 | 4.484 | -19,90 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 111.291 | 1,73 | 15.851 | -2,56 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.449 | -1,23 | 0 | |||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 152 | 0,00 | 22 | -4,55 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2.412 | 0,00 | 344 | -4,19 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 1.493 | 0,20 | 213 | -4,07 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 84 | 0,00 | 12 | -8,33 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 1.908 | 3,19 | 272 | -1,09 | ||||
| 2026-06-04 | 13F | Evansbrook LLC | 99.903 | 2,15 | 14.229 | -2,15 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 74.447 | 0,15 | 10.604 | -4,07 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 3.800 | 0,00 | 541 | -4,25 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 162 | 0,00 | 23 | -4,17 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 2.590 | 5,71 | 369 | 1,10 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 30.260 | -3,70 | 4.310 | -7,77 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 98.286 | -47,43 | 13.999 | -49,64 | ||||
| 2026-05-13 | 13F | Invst, LLC | 1.650 | -84,50 | 235 | -85,15 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 443.636 | 1,56 | 63.187 | -2,71 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 4.708 | 0,02 | 670 | -4,15 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 10.480 | -0,29 | 1.493 | -4,48 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 28.983 | -8,36 | 4.128 | -12,21 | ||||
| 2026-05-06 | 13F | Eq Llc | 3.932 | 3,83 | 560 | -0,53 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 1.107.276 | 10,96 | 157.709 | 6,29 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 11.219 | 3,68 | 1.598 | -0,75 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 44.625 | 57,96 | 6.356 | 51,31 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 3.153 | 54,71 | 449 | 48,18 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 58.693 | -18,36 | 8.360 | -21,80 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 1.612 | 0,19 | 230 | -4,18 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 16.351 | 2,90 | 2.329 | -1,44 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 20.731 | 1,48 | 2.953 | -2,80 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 15.553 | 0,96 | 2.215 | -3,28 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 786.111 | 24,27 | 111.966 | 16,37 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 1.561 | 0,26 | 222 | -3,90 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 2.234 | 0,04 | 318 | -3,93 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 1.175 | 0,00 | 167 | -4,02 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 306.121 | 43.587 | ||||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 137.129 | -1,40 | 19.531 | -5,55 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 306.121 | 15,75 | 43.587 | 10,84 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.415.954 | 7,39 | 770.865 | 2,80 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 6.633 | 15,38 | 945 | 10,54 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1.525 | 217 | ||||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 9.406 | 3,90 | 1.340 | -0,52 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 83.378 | -9,47 | 11.875 | -13,28 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 473 | 0,00 | 67 | -4,29 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 144 | -95,53 | 21 | -95,82 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 29.024 | 2,02 | 4.134 | -2,29 | ||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 2.722 | -1,80 | 388 | -6,07 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 2.229 | 54,58 | 317 | 48,13 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 4.004 | 1,26 | 570 | -2,90 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 44 | 2,33 | 6 | 0,00 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 22.630 | -7,05 | 3.223 | -10,97 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 11.556 | 43,93 | 1.658 | 38,89 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 1.741 | -0,46 | 248 | -5,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 35.000 | 41,13 | 4.985 | 35,20 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 33.900 | 123,03 | 4.828 | 113,63 | |||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Balentine LLC | 6.243 | -44,87 | 889 | -47,18 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.020 | 0,80 | 288 | -3,37 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 3.395 | -0,44 | 484 | -4,73 | ||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 169.014 | 4,31 | 24.073 | -0,08 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 91.479 | -2,88 | 13.029 | -6,97 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 392.836 | -0,77 | 55.952 | -4,95 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 195.916 | -12,01 | 69 | -99,79 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 11.099 | 4,31 | 1.581 | -0,13 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Clark Wealth Partners | 14 | 2 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 355 | 886,11 | 51 | 900,00 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 16.775 | 0,20 | 2.389 | -4,02 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 4.233 | -43,04 | 603 | -45,47 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 1.539 | 219 | ||||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 4.042.349 | 11,11 | 575.751 | 6,36 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4.836 | 3,42 | 689 | -1,01 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 29.620 | 2,83 | 4.222 | -1,45 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 76.851 | 2,14 | 10.946 | -2,16 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.151.630 | 2,12 | 164.026 | -2,18 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 56.510 | 0,70 | 8.049 | -3,54 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 60.311 | -1,51 | 8.590 | -5,66 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 1.488 | -1,06 | 212 | -5,38 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 11.878 | 14,18 | 1.692 | 9,38 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 37.414 | 5,66 | 5.329 | 0,40 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 1.675 | 0,60 | 239 | -3,64 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 31.031 | -13,07 | 4.420 | -16,73 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 10.110 | 0,01 | 1.440 | -4,26 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 17.073 | -0,08 | 2.637 | 1,66 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 2.030 | 289 | ||||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 9.284 | -27,41 | 1.322 | -30,46 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 2.900 | 1,61 | 413 | -2,59 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 20.636 | -14,21 | 2.939 | -17,81 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 257.812 | -0,06 | 36.720 | -4,27 | ||||
| 2026-04-16 | 13F | jvl associates llc | 357.629 | -22,30 | 50.937 | -25,57 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.513 | -7,52 | 215 | -11,52 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 76.549 | 9,13 | 10.903 | 4,54 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 532 | 0,00 | 76 | -5,06 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 1.312 | 0,00 | 187 | -4,62 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 3.469 | 0,00 | 494 | -4,08 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 18.346 | 7,73 | 2.613 | 3,20 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 761 | -95,34 | 113 | -94,32 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 9.672 | 0,01 | 1.378 | -4,18 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 8.090 | -41,02 | 1.152 | -43,50 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 1.732 | -0,74 | 247 | -5,02 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 186 | 0,00 | 26 | -3,70 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 21.976 | 6,53 | 3.130 | 2,05 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 481 | 6,89 | 69 | 3,03 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 10.529 | 0,16 | 1.500 | -4,09 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 3.051 | 0,20 | 435 | -3,98 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 2.048 | 0,00 | 292 | -4,28 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 3.712 | 0,00 | 529 | -4,17 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 5.351 | 0,66 | 761 | -5,82 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 2.372 | 338 | ||||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 2.767 | -1,04 | 394 | -5,06 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 4.610 | 0,00 | 657 | -4,23 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 2.238 | 0,00 | 319 | -4,22 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 9.602 | -5,49 | 1.368 | -9,47 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 18.333 | 2,20 | 2.611 | -2,10 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 22.095 | -2,32 | 3.147 | -6,42 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 8.639 | 5,64 | 1.352 | 11,28 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 1.462 | 0,00 | 208 | -4,15 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 565 | 0,00 | 80 | -4,76 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 187 | 0,00 | 27 | -3,70 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 1.587 | 0,00 | 226 | |||||
| 2026-05-14 | 13F | 1922 Investment Co LLC | 423 | -37,70 | 60 | -40,00 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 17.377 | 2,53 | 2.475 | -1,79 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 2.318 | -3,70 | 330 | -7,56 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 55.719 | 5,21 | 7.936 | 0,79 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 3.319 | 473 | ||||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 8.239 | -0,01 | 1.173 | -4,24 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 2.424 | 0,25 | 345 | -3,90 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 78.834 | -13,66 | 11.228 | -17,30 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 417 | 59 | ||||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 22 | 0,00 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 7.833 | 8,00 | 1.116 | 3,43 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 4.704 | -3,03 | 670 | -7,21 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 92.014 | -4,18 | 13.105 | -8,22 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 10.116 | -3,28 | 1.441 | -7,40 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 18.420 | -2,67 | 2.624 | -6,79 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 9.200 | 0,00 | 1.322 | -5,03 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 6.431 | -1,00 | 916 | -5,18 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 2.962 | 0,00 | 422 | -4,32 | ||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 827.509 | -5,33 | 117.862 | -7,58 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 112.955 | 6,32 | 16.088 | 1,84 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 3.878 | 36,65 | 552 | 30,81 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 1.561 | 0,26 | 222 | -3,90 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 1.910 | 0,00 | 272 | -4,24 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 205.017 | 31,92 | 29.201 | 26,37 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 76.144 | 2,47 | 10.845 | -1,84 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 24.376 | -0,27 | 3.472 | -4,49 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 26.817 | 0,00 | 3.820 | -4,21 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 5.305 | 50,37 | 756 | 44,08 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 8.311 | 0,00 | 1.184 | -4,21 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 5.642 | 848,24 | 804 | -4,06 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 395.545 | 16,64 | 56.337 | 11,73 | ||||
| 2026-04-20 | 13F | Schwab Charitable Fund | 56.012 | -5,54 | 7.978 | -9,52 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 1.664 | -12,83 | 237 | -16,25 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 4.840 | 68,17 | 689 | 61,36 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 93.949 | 1,19 | 13.373 | -3,84 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 61.998 | 1,94 | 8.830 | -2,36 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 80.378 | -33,36 | 11 | -38,89 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.948.805 | -1,89 | 277.568 | -6,02 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 5.550 | 2,74 | 790 | -1,62 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 85 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 19.292 | 0,00 | 2.748 | -4,22 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 9.014 | 3,23 | 1.284 | -1,16 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 1.595 | -18,25 | 227 | -21,72 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1.754 | 250 | ||||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 78.422 | -2,00 | 11.170 | -6,13 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 208.943 | 0,03 | 29.760 | -4,18 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 4.159 | 592 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 1.346 | 0,00 | 192 | -4,50 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 1.903 | 6,49 | 271 | 1,89 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 25.520 | -23,63 | 3.635 | -26,85 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1.717 | -18,43 | 245 | -21,79 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 4.847 | 1,25 | 690 | -2,95 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 43.899 | 0,00 | 6.253 | -4,21 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 6.418 | 9,97 | 1 | |||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 1.712 | 244 | ||||||
| 2026-05-08 | 13F | ROSS\JOHNSON & Associates LLC | 49 | 0,00 | 7 | -14,29 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 187 | -23,67 | 27 | -27,78 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 2.736 | 11,99 | 390 | 7,16 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 3.224 | -1,71 | 459 | -5,75 | ||||
| 2026-05-01 | 13F | American Trust | 4.332 | -11,43 | 617 | -15,13 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 25.356 | -8,35 | 3.611 | -12,21 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 14.591 | 14,02 | 2.078 | 9,25 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 2.968 | 15,98 | 423 | 11,05 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 3.866 | 551 | ||||||
| 2026-05-15 | 13F | Richwood Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 33.957 | 0,32 | 4.836 | -3,90 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 4.802 | 0,02 | 684 | -4,21 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 1.813 | -2,53 | 258 | -7,86 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 7.024 | 16,16 | 1.000 | 11,23 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 26.830 | 0,10 | 3.821 | -4,12 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 3.801 | 5,26 | 541 | 0,93 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 226.367 | -1,40 | 32.240 | -5,54 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 330.815 | 1,32 | 47.118 | -2,94 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 5.302 | 7,33 | 755 | 2,86 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 928 | 0,00 | 132 | -3,65 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 11.488 | 0,09 | 1.636 | -4,10 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 3.727 | -14,50 | 531 | -18,21 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 141.733 | -3,09 | 20.187 | -7,17 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 2.262 | 322 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 21.885 | 0,02 | 3.117 | -4,18 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 5.729 | 0,00 | 816 | -4,23 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 482 | 18,43 | 69 | 13,33 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 40.062 | -1,86 | 5.706 | -5,98 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1.029.397 | 0,46 | 146.617 | -3,77 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 1.538 | -1,35 | 219 | -5,19 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 71.698 | 6,46 | 10.212 | 1,98 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 40.205 | 4,85 | 5.726 | 0,44 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 220.145 | 12,19 | 31.355 | 7,47 | ||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 2.700 | -5,16 | 385 | -9,22 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 19.810 | -4,23 | 2.822 | -8,26 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 2.345 | 0,00 | 334 | -4,31 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 1.711 | 0,00 | 244 | -4,33 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 43.040 | -5,52 | 6.130 | -9,49 | ||||
| 2026-04-21 | 13F | Curat Global, LLC | 25.333 | 0,68 | 3.631 | -2,97 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 7.189 | -0,55 | 1.024 | -4,75 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 37 | 5 | ||||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 673 | 35,96 | 96 | 30,14 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 49 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 95.438 | -7,66 | 13.593 | -11,54 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 270.767 | -1,08 | 40.260 | 0,98 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 9.807 | 31,32 | 1.397 | 25,77 | ||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | 61.481 | -43,61 | 8.757 | -45,99 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 4.995 | 0,00 | 711 | -4,18 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 317.668 | 1,89 | 45.246 | -2,40 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 3.844 | -2,71 | 548 | -6,81 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 929.652 | 5,90 | 132.410 | 1,44 | ||||
| 2026-05-04 | 13F | TrustBank | 2.202 | 0,00 | 314 | -4,28 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 6.296 | 0,59 | 978 | 5,74 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 35.284 | 3,88 | 5.025 | -0,50 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 77 | 0,00 | 10 | -9,09 | ||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 2.360 | 0,00 | 380 | 8,57 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 458.390 | 1,71 | 65.288 | -2,57 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 12.618 | -7,55 | 1.797 | -11,43 | ||||
| 2026-04-28 | 13F | Pioneer Trust Bank N A/or | 11.750 | 0,00 | 1.674 | -4,24 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 2.588 | 2,70 | 369 | -1,60 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 301 | 43 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 307.418 | 6,39 | 43.786 | 1,92 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 157.681 | -1,37 | 22.458 | -5,52 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 918.546 | -1,25 | 130.831 | -5,41 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 415.996 | 2,95 | 59.250 | -1,38 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 2.029 | 0,00 | 289 | -4,32 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 11.150 | 63,51 | 1.588 | 56,76 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 500 | 0,00 | 71 | -4,05 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 5.566 | -3,20 | 793 | -7,26 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 8.033 | -74,71 | 1.144 | -75,77 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 101.638 | -3,16 | 14.580 | -6,57 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 186 | 0,00 | 27 | -3,70 | ||||
| 2026-04-23 | 13F | Bell Bank | 1.612 | 230 | ||||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 38 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Quent Capital, LLC | 479 | -11,30 | 68 | -15,00 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 180.719 | -2,52 | 25.740 | -6,63 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 34.977 | 4.982 | ||||||
| 2026-05-12 | 13F | First American Trust, Fsb | 7.041 | 0,00 | 1.003 | -4,20 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 2.538 | -7,27 | 361 | -11,08 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 17.452 | 4,56 | 2.486 | 0,16 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 33.871 | 0,87 | 4.824 | -3,37 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 4.366 | -3,90 | 622 | -8,00 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 1.181.952 | 12,37 | 168.345 | 7,64 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 5.575 | 8,04 | 794 | 3,52 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 9.147 | -1,25 | 1.303 | -5,45 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 968.315 | 5,45 | 137.917 | 1,01 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 1.700 | 0,00 | 242 | -3,97 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 71.901 | -0,03 | 10.241 | -4,24 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 5.930 | -1,63 | 845 | -5,80 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 3.586 | -6,32 | 511 | -10,37 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 33.290 | -1,26 | 4.741 | -5,43 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 2.683 | -39,78 | 382 | -42,30 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 12.615 | -0,45 | 1.797 | -4,67 | ||||
| 2026-04-14 | 13F | Lawood & Co | 3.795 | 38,71 | 541 | 33,00 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 245.614 | -49,78 | 34.983 | -51,90 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 3.744 | -3,23 | 533 | -7,30 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 3.064 | 1,69 | 436 | -2,68 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 1.825 | 0,00 | 260 | -4,43 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 345 | 0,00 | 49 | -3,92 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 1.725 | 0,00 | 246 | -4,30 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 6.716 | 0,00 | 957 | -4,21 | ||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 4.420 | 0,00 | 630 | -4,26 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 5.882 | 0,81 | 838 | -3,46 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 370 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 25.925 | -0,56 | 3.692 | -4,75 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 9.125 | 205,29 | 1.300 | 192,57 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.250 | 28,94 | 320 | 23,55 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 4.143 | 0,00 | 1 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 7.739 | 21,02 | 1.102 | 16,00 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 8.753 | 115,75 | 1.247 | 106,63 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 2.407 | -0,58 | 343 | -4,74 | ||||
| 2026-05-05 | 13F | PFG Advisors | 22.318 | 8,18 | 3.179 | 3,62 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 1.262 | 8,89 | 154 | -11,05 | ||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 2.409 | 0,00 | 343 | -4,19 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 5.428 | -13,19 | 773 | -16,79 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 578 | 22,46 | 82 | 17,14 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 9.531 | -0,31 | 1.358 | -4,50 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 7.846 | 0,00 | 1.118 | -4,20 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2.824 | 4,83 | 405 | 1,25 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 160.983 | -1,46 | 22.929 | -5,61 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 938 | 134 | ||||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 9.736 | 21,32 | 1.387 | 16,18 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 2.770 | 395 | ||||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 22.081 | 3.145 | ||||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 9.192 | 0,00 | 1.309 | -4,17 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 35.157 | -4,97 | 5.006 | -9,00 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 2.138 | 0,00 | 304 | -4,10 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 10.598 | -0,01 | 1.509 | -4,19 | ||||
| 2026-05-05 | 13F | Regency Capital Management Inc.\DE | 16.833 | 2,10 | 2.398 | -2,20 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 3.185.211 | -1,50 | 453.670 | -5,65 | ||||
| 2026-01-23 | 13F | Octavia Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 287.937 | -9,53 | 41.011 | -13,34 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 1.752 | 250 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 119.934 | 15,90 | 17.082 | 11,02 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 9.553 | 0,00 | 1.361 | -4,23 | ||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 90.961 | -0,62 | 12.956 | -4,81 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 3.738 | -1,89 | 532 | -6,01 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 3.026 | -15,80 | 431 | -19,48 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 5.715 | -5,91 | 814 | -9,97 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 15.107 | 35,20 | 2.152 | 29,50 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 1.423 | -1,25 | 203 | -5,61 | ||||
| 2026-05-08 | 13F | Bokf, Na | 20.856 | -1,70 | 2.971 | -5,83 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 40.235 | 0,00 | 5.731 | -4,21 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 213 | 0 | ||||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 100 | 0,00 | 14 | 0,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 87.194 | 3,80 | 12.419 | -0,57 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 40.990 | -1,15 | 6.095 | 0,91 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 5.969 | -8,21 | 946 | -2,07 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 5.099 | 19,30 | 726 | 14,33 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 742.657 | -4,35 | 105.777 | -8,37 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 2.540 | 0,24 | 362 | -3,99 | ||||
| 2026-04-13 | 13F | Trust Co | 231 | 0,00 | 33 | -5,88 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 32.750 | -47,21 | 4.665 | -49,43 | ||||
| 2026-04-28 | 13F | Greatmark Investment Partners, Inc. | 2.742 | 0,22 | 391 | -3,94 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 7.896 | -6,67 | 1.125 | -10,58 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 136.053 | 21,34 | 19.517 | 17,06 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 389.492 | 3,09 | 55.475 | -1,25 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 5.248 | -19,29 | 747 | -22,67 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 1.282 | 183 | ||||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 3.404 | 54,59 | 485 | 48,01 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 159 | -62,68 | 23 | -65,08 | ||||
| 2026-01-29 | 13F | KC Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 3.043 | 0,00 | 433 | -4,20 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 322.440 | 46.254 | ||||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 227 | 0,00 | 32 | -3,03 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.649 | 2,82 | 1.944 | -1,47 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.929.433 | -6,24 | 844.529 | -10,19 | ||||
| 2026-04-10 | 13F | Auto-Owners Insurance Co | 3.595.344 | 0,00 | 512.085 | -4,21 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 3.156 | 6,95 | 449 | 2,51 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1.060 | 0,09 | 151 | -4,46 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 55.616 | 5,22 | 7.921 | 0,79 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 21.768 | 0,39 | 3.100 | -3,85 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 80.160 | -1,54 | 11.417 | -5,68 | ||||
| 2026-05-07 | 13F | NWK Group, Inc. | 7.704 | 0,00 | 1.097 | -4,19 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 9.198 | 0,34 | 1.310 | -3,89 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 15.083 | 182,98 | 2.148 | 171,21 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 41.069 | -1,17 | 5.849 | -5,33 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 90 | 0,00 | 13 | -7,69 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Copia Wealth Management | 450 | 0,00 | 64 | -3,03 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 5.704 | 0,00 | 812 | -4,25 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 20.160 | 0,00 | 2.871 | -4,20 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 15.445 | 390,94 | 2.200 | 370,88 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Sensible Money, LLC | 2.361 | 0,81 | 336 | -3,45 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2.911 | -1,39 | 415 | -5,48 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 11.608 | 45,15 | 1.653 | 39,02 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 1.616.418 | 4,44 | 230.226 | 0,04 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 29.410 | 14,98 | 4.189 | 10,12 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 6.586 | -0,81 | 938 | -4,96 | ||||
| 2026-05-01 | 13F | Climber Capital SA | 27.597 | -15,04 | 3.608 | -8,38 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 133.064 | 6,42 | 18.952 | 1,94 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 1.665 | 0,00 | 263 | 6,07 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 58 | 0,00 | 9 | 12,50 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 69.753 | 27,85 | 9.935 | 22,46 | ||||
| 2026-04-24 | 13F | Eagle Bluffs Wealth Management LLC | 9.191 | -7,83 | 1.309 | -11,67 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 834 | 0,12 | 119 | -4,07 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 4.209 | 1,28 | 599 | -2,92 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 18.843 | -12,76 | 2.684 | -16,44 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 26.677 | 0,00 | 3.800 | -4,21 | ||||
| 2026-05-13 | 13F | Northern Capital Management, Inc. | 1.696 | 0,00 | 242 | -4,37 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 25.148 | 3.582 | ||||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 20.546 | -0,74 | 2.926 | -4,91 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 14.451 | -2,03 | 2.058 | -6,16 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17.472 | -24,98 | 2.677 | -22,73 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 9.192 | 1.367 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 87.166 | 412,56 | 12.415 | 391,10 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 1.905 | -0,37 | 271 | -4,58 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 1.559 | 222 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 26.819 | -1,91 | 3.820 | -6,05 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 10.967 | 4,56 | 1.562 | 0,19 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 26.641 | -3,40 | 3.794 | -7,46 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 404 | 56 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 14.551 | 0,41 | 2.072 | -3,81 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 3.103 | 0,00 | 442 | -4,12 | ||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 1.600 | 0,00 | 230 | -3,38 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 1.866 | -5,66 | 266 | -9,86 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 620.346 | -2,08 | 88.356 | -6,38 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 1.680 | -17,93 | 239 | -21,38 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | Call | 1.000 | 142 | |||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2.003 | -5,12 | 285 | -8,95 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 577.496 | 6,79 | 82.253 | 2,29 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3.193 | 0,00 | 455 | -4,22 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 82 | 0,00 | 12 | -8,33 | ||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 2.642 | 58,58 | 376 | 52,23 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 1.482 | 2,56 | 211 | -1,40 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 5.798 | 0,00 | 826 | -4,29 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Moment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 2.047 | -10,96 | 292 | -14,66 | ||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 6.694 | -1,46 | 953 | -5,64 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 2.847 | -12,05 | 405 | -15,80 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 29.170 | -22,20 | 4.155 | -25,48 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 1.408 | 0,00 | 201 | -4,31 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 1.438 | 205 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 17.144 | 43,68 | 2.442 | 37,60 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 3.638 | 0,00 | 518 | -4,07 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 3.682 | 0,22 | 524 | -4,03 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 5.673 | 0,00 | 808 | -4,15 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 5.597 | 0,00 | 797 | -4,21 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 5.695 | -50,00 | 811 | -52,10 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 17.447 | 14,14 | 2.485 | 9,33 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 2.258 | 0,00 | 322 | -4,18 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 21.679 | -1,22 | 3.088 | -5,39 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 151 | 0,00 | 22 | -4,55 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 15.793 | 360,17 | 2.249 | 340,98 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 136.654 | -0,05 | 20.319 | -0,04 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 172 | 0,00 | 24 | -4,00 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 1.977 | 5,67 | 282 | 1,08 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 3.790 | -13,59 | 540 | -17,33 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 8.365 | 0,00 | 1.191 | -4,18 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 218.187 | 1,86 | 31.076 | -2,42 | ||||
| 2026-04-07 | 13F | Eastern Bank | 612 | 0,00 | 87 | -3,33 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 215.665 | 18,49 | 30.717 | 13,50 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 488 | 85,55 | 73 | 89,47 | ||||
| 2026-05-15 | 13F | KKM Financial LLC | 3.510 | 0,00 | 522 | 0,00 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 1.966 | 0,00 | 280 | -4,11 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 958 | -16,04 | ||||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 12.918 | -25,43 | 1.840 | -28,58 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 2.724 | 15,03 | 388 | 9,94 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 239.320 | 2,70 | 34.086 | -1,62 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 60.509 | -1,13 | 8.618 | -5,29 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 727 | -16,72 | 104 | -20,16 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 71 | 0,00 | 10 | 0,00 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 75.434 | 17,09 | 10.744 | 12,17 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 17.909 | 2.551 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.519.015 | 0,85 | 216.290 | -3,43 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 537 | 1,90 | 77 | -2,56 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 5.248 | -19,29 | 747 | -22,67 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 26.361 | 14,15 | 3.755 | 9,35 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 55 | 0,00 | 8 | -12,50 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 185.224 | 6,95 | 26.381 | 2,45 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 226.003 | 3,19 | 32.190 | -1,16 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 1.477 | 0,00 | 210 | -4,11 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 6.256 | 0,00 | 891 | -4,19 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 2.219 | 0,23 | 316 | -3,95 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 332 | 18,15 | 2 | 100,00 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 3.480 | 0,23 | 496 | -4,07 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 4.564 | 650 | ||||||
| 2026-05-06 | 13F | Avalon Trust Co | 7.807 | 1.112 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 1.054.680 | 42,62 | 150.219 | 36,61 | ||||
| 2026-05-01 | 13F | First Fiduciary Investment Counsel, Inc. | 2.447 | 1,07 | 0 | |||||
| 2026-01-28 | 13F | Sage Private Wealth Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 2.758 | 0,00 | 393 | -4,39 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 6.086 | -0,02 | 867 | -4,31 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 4.932 | -60,39 | 703 | -62,07 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 6.541 | 4,96 | 932 | 0,54 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 976 | 0,21 | 139 | -3,47 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2.134 | 304 | ||||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 13.184 | -52,69 | 1.878 | -54,69 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 463 | 0,00 | 66 | -4,41 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 5.807 | 4,33 | 827 | 0,00 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 2.483 | 0,24 | 354 | -4,08 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 3.435 | 28,84 | 489 | 23,48 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 25.243 | 0,00 | 3.595 | -4,21 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 6.540 | -3,31 | 931 | -7,36 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 17.621 | 2.510 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 2.098 | 110,22 | 299 | 101,35 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 254 | -27,22 | 36 | -29,41 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 50.503 | -4,37 | 7.193 | -8,39 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 11.978 | -1,16 | 1.781 | 0,91 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 488 | -17,01 | 70 | -20,69 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 1.709 | 21,38 | 246 | 16,67 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 3.409 | -0,58 | 486 | -4,72 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 88.889 | 5,16 | 12.660 | 0,73 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 514.613 | 20,96 | 73.296 | 15,87 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 35.849 | 0,08 | 5.106 | -4,11 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 1.503 | 0,00 | 214 | -4,04 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 831.680 | 0,65 | 118.456 | -3,59 | ||||
| 2026-05-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 32.902 | -0,81 | 5.264 | 4,99 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 2.409 | 343 | ||||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 4.962 | 11,53 | 707 | 6,81 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 4.180 | 0,00 | 595 | -4,19 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 731.384 | 101,55 | 104.171 | 93,07 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 7.759 | -4,35 | 1.120 | -7,21 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 7.539 | 0,45 | 1.074 | -3,77 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 214.689 | 0,23 | 30.578 | -3,99 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 52.132 | 20,08 | 8.111 | 25,65 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 46.343 | -4,15 | 6.862 | -5,88 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 148.899 | -0,12 | 21.208 | -4,33 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 19.436 | -31,36 | 2.688 | -36,15 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 24.859 | 55,99 | 3.541 | 49,43 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 4.318 | 0,00 | 615 | -4,21 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 1.563 | 223 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.624 | 18,54 | 231 | 13,79 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 307.968 | 14,28 | 46.830 | 18,76 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 5.744 | 0,00 | 818 | -4,22 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 9.819 | 0,00 | 1.399 | -4,18 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 171 | 0,00 | 24 | -4,00 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 102.589 | 30,51 | 14.612 | 25,02 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 48 | -65,71 | 7 | -70,00 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 2.400 | -50,00 | 342 | -52,17 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 1.725 | 0,00 | 246 | -4,30 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 51.355 | 0,51 | 7.315 | -5,86 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 15.076 | 178,10 | 2.147 | 166,71 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 1.004 | 0,00 | 143 | -4,03 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 8.463 | 285,56 | 1.205 | 269,63 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 68.229 | 1,81 | 9.718 | -2,48 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 21.405 | 3.049 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 412 | -3,51 | 59 | -7,94 | ||||
| 2026-05-06 | 13F | Westchester Capital Management, Inc. | 1.912 | 0,00 | 272 | -4,23 | ||||
| 2026-05-13 | 13F | Parker Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 3.911 | 0,00 | 557 | -5,59 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 442 | 0,00 | 63 | -4,62 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 18.929 | 1,93 | 2.696 | -2,35 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 9.301 | 0,00 | 1.325 | -4,20 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 41.275 | -8,41 | 5.879 | -12,27 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 4.038 | 0,00 | 575 | -4,17 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 4.044 | 576 | ||||||
| 2026-04-09 | 13F | Cullen Investment Group, Ltd. | 3.773 | -1,13 | 537 | -7,25 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 2.944 | 0,00 | 419 | -4,12 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 80.606 | 1,50 | 11.481 | -2,78 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 29.513 | 34,13 | 4.204 | 28,49 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 2.086 | 7,69 | 297 | 3,48 | ||||
| 2026-04-28 | 13F | Grange Capital, LLC | 7.217 | -7,86 | 1.028 | -11,77 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 3.468 | 0,35 | 494 | -3,90 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 25.873 | -0,77 | 3.685 | -4,93 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2.609 | 2,31 | 372 | -2,11 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 2.012 | 0,00 | 287 | -4,35 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 803.434 | 0,30 | 114.433 | -3,92 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 3.233 | 0,12 | 461 | -4,17 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 4.148 | -10,87 | 591 | -14,74 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 6.149 | -1,30 | 876 | -5,51 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 192.043 | -0,00 | 27.353 | -4,21 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 683 | 0,00 | 97 | -3,96 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 4.373 | 0,28 | 623 | -4,01 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 30.351 | -0,07 | 4.323 | -4,27 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 3.316 | 0,03 | 472 | -4,07 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 12.576 | -1,40 | 1.791 | -7,49 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 5.019 | -19,54 | 715 | -22,98 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 1.512 | 0,00 | 215 | -4,02 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 76 | 0,00 | 11 | -9,09 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 8.872 | 0,00 | 1.389 | 3,04 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 3.589 | 0,11 | 511 | -4,13 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 22.124 | 2,45 | 3.151 | -1,84 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 1.476 | 210 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 304 | 43 | ||||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 10.608 | 2,02 | 1.511 | -2,33 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 18.612 | 2,29 | 2.651 | -2,03 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 20.155 | 3,35 | 2.871 | -1,00 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 28.292 | 1,00 | 4.030 | -3,24 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 49.251 | 36,27 | 7.015 | 30,54 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 94.111 | 0,50 | 13.404 | -3,73 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 10.599 | -3,92 | 1.510 | -7,99 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 2.955 | 0,20 | 421 | -4,11 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 114 | 0,00 | 16 | 0,00 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 202.069 | 8,77 | 28.781 | 4,19 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 2.475 | 0,12 | 352 | -4,09 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 7.497 | 0,39 | 1.068 | -3,87 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1.000 | 0,00 | 142 | -4,05 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 20.521 | 234,65 | 2.923 | 220,75 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Monument Capital Management | 58.982 | -1,02 | 8.401 | -5,19 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 15.480 | 0,00 | 2.205 | -4,22 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 82.662 | 0,00 | 11.774 | -4,21 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 21.189 | -1,84 | 3.018 | -5,95 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 5.043 | -13,94 | 718 | -17,57 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 14.626 | 18,35 | 2.083 | 13,39 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 6.217 | 198,18 | 885 | 185,48 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 1.424 | -0,28 | 203 | -4,72 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 3.608 | 51,85 | 514 | 45,33 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 55.634 | -4,28 | 7.924 | -8,31 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 858 | 0,00 | 122 | -3,94 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 4.008 | -4,53 | 571 | -8,65 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 41.397 | 16,52 | 5.896 | 11,62 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 4.377 | 0,00 | 627 | -5,01 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 41.357 | -2,36 | 5.890 | -6,46 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 3.409 | -1,84 | 486 | -6,01 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 10.827 | -39,80 | 1.542 | -42,33 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 15.877 | -3,76 | 2.261 | -7,79 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 9.147 | -6,05 | 1.303 | -10,02 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 350.348 | 5,00 | 49.900 | 0,58 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 27.228 | 1,84 | 3.878 | -2,44 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 7.429 | 10,95 | 1.058 | 6,33 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 24.800 | 0,00 | 3.532 | -4,20 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 3.847 | 0,00 | 548 | -4,37 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 763 | 0,00 | 109 | -4,42 | ||||
| 2026-05-15 | 13F | Norinchukin Bank, The | 2.246.560 | 0,00 | 319.978 | -4,21 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 81 | 0,00 | 12 | -8,33 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 2.367 | -0,38 | 337 | -4,53 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.233.606 | 16,88 | 602.992 | 11,96 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 65.565 | -0,45 | 9.338 | -4,65 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 377.781 | 11,05 | 53.807 | 6,38 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 42.306 | -2,01 | 6.026 | -6,14 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 20.749 | 3,54 | 2.955 | -0,81 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 2.849 | 0,14 | 406 | -4,26 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 2.010 | 0,00 | 286 | -4,03 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 31.313 | -2,81 | 4.460 | -6,91 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 2.345 | -0,09 | 334 | -4,30 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 2.482 | 1,97 | 353 | -2,22 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 2.107 | 0,00 | 300 | -4,15 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 179.507 | 0,24 | 25.567 | -5,44 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 2.645 | 0,00 | 377 | -4,33 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 2.288 | 2,97 | 326 | -1,52 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 310.000 | 44.153 | ||||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 8.923 | -5,10 | 1.271 | -9,16 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 13.764 | -1,44 | 1.960 | -5,59 | ||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 2.350 | 0,00 | 335 | -4,30 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1.671 | 241 | ||||||
| 2026-04-15 | 13F | Snider Financial Group | 19.101 | 2,80 | 2.721 | -1,52 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 192 | 9,71 | 27 | 3,85 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 412.884 | 90,82 | 58.807 | 82,79 | ||||
| 2026-05-15 | 13F | Seldon Capital Lp | 2.876 | 0,00 | 410 | -4,22 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 4.600 | 0,00 | 655 | -4,10 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 132.700 | -2,10 | 18.900 | -6,22 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 31 | 0,00 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Avion Wealth | 3.107 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 480 | 0,00 | 68 | -4,23 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 29.792 | -1,62 | 4.243 | -5,75 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 21.599 | 0,00 | 3.076 | -4,20 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 83.436 | -8,54 | 11.884 | -12,39 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 4.886 | -1,33 | 696 | -5,57 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 3.975 | 0,00 | 566 | -4,23 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 46.606 | 22,92 | 6.638 | 17,76 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 43.065 | -0,83 | 6 | 0,00 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 161.483 | 17,60 | 24.009 | 17,59 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 140 | 0,00 | 20 | -5,00 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 92 | 0,00 | 13 | 0,00 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 97.764 | 10,89 | 13.925 | 6,23 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 7.034 | 0,51 | 1.002 | -3,75 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 704.573 | 4,96 | 100.352 | 0,54 | ||||
| 2026-05-12 | 13F | SVRN Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1.901 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 31.035 | -0,36 | 4.615 | -0,37 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 264.468 | -1,39 | 37.668 | -5,54 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 190 | 0,00 | 27 | -3,57 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 3.933 | 560 | ||||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 1.741 | 248 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 10.212 | 0,07 | 1.454 | -4,15 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1.575 | -56,40 | 224 | -58,29 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 8.952 | 1.275 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 18.958 | 4,94 | 2.700 | 0,52 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 54.248 | -2,78 | 7.727 | -6,87 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 12.473 | 8,71 | 1.776 | 3,20 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 4.722 | 86,86 | 673 | 79,20 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 5.645 | -3,88 | 849 | -2,86 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 2.925 | -20,47 | 417 | -23,81 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 30.353 | 22,83 | 4.323 | 17,66 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.864.476 | -4,99 | 265.555 | -8,99 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 7.425 | 25,76 | 1.058 | 20,52 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | TFC Financial Management | 25.663 | 0,05 | 3.655 | -4,17 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 6.885 | 0,00 | 981 | -4,20 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 3.197 | 10,58 | 455 | 6,06 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 12.697 | -11,55 | 1.808 | -15,28 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 2.365 | 0,00 | 337 | -4,27 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 1.432 | 0,00 | 204 | -4,25 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 1.496 | 213 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 3.064 | 436 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 24.924 | 3.550 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2.727 | -1,30 | 388 | -5,37 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 21.364 | 0,00 | 3.043 | -4,22 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 23.292 | 100,17 | 3 | 200,00 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 12.007 | -8,11 | 1.710 | -11,95 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 12.287 | 0,00 | 1.750 | -4,16 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11.098 | 1,43 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 30.595 | 8,89 | 4.358 | 4,31 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 10.623 | 0,00 | 1.513 | -4,18 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 139.046 | 5,08 | 19.804 | 0,66 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 20.345 | 2,43 | 2.898 | -1,90 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 6.700 | 97,06 | 954 | 88,91 | |||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 124.712 | 1,24 | 17.763 | -3,03 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 46.000 | 238,24 | 6.552 | 223,99 | |||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 28.841 | 77,18 | 4.108 | 69,71 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 33.848 | -0,93 | 4.821 | -5,10 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 96.599 | 7,26 | 15.061 | 10,78 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 310 | 0,32 | 44 | -2,22 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 68.365 | -0,93 | 10 | -10,00 | ||||
| 2026-05-15 | 13F | Broad Run Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 9.302 | 0,00 | 1.325 | -4,27 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 19 | 0,00 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 71 | -28,28 | 10 | -28,57 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 2.651 | 13,53 | 378 | 8,65 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 489.745 | -8,57 | 69.754 | 88.196,20 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 3.018 | 1,28 | 430 | -3,16 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 3.715 | -3,68 | 584 | 0,00 | ||||
| 2026-01-05 | 13F | Jacobs & Co/ca | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.913 | 0,00 | 272 | -4,23 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 104.800 | 731,75 | 14.927 | 696,90 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 9.000 | 1.282 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 102.307 | -22,01 | 14.572 | -25,29 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 13 | 225,00 | 2 | |||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 4.435 | 4,06 | 632 | -0,32 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 291 | -0,34 | 41 | -4,65 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 6.717 | 957 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 3.873 | 56,17 | 552 | 49,73 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 6.256 | 0,00 | 1.013 | 14,33 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 2.079 | 0,00 | 296 | -4,21 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 29.382 | 0,51 | 4.185 | -3,73 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 1.356 | -1,53 | 193 | -5,39 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 140.440 | 40,60 | 20.003 | 34,68 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 3.988 | 568 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4.907 | -0,33 | 699 | -4,64 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 5.118 | 5,59 | 729 | 1,11 | ||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 1.343.930 | 16,35 | 191.416 | 11,45 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 49.100 | -2,84 | 6.993 | -6,92 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 4.411 | 0,23 | 628 | -3,98 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 75.540 | 5,62 | 11.232 | 7,82 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 57.652 | 7,72 | 8.211 | 3,19 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 2.236 | 319 | ||||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 17.326 | 44,52 | 2.468 | 38,44 | ||||
| 2026-01-15 | 13F | BetterWealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 2.474 | 0,00 | 352 | -4,09 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 2.233 | 4,20 | 318 | -1,85 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 132.584 | -6,64 | 19.019 | -9,93 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 270 | 38 | ||||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 9.768 | 0,23 | 1.391 | -4,00 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 2.951 | 420 | ||||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4.123 | 102,21 | 587 | 93,73 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 41.806 | -2,31 | 5.954 | -6,43 | ||||
| 2026-02-17 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 2.471 | -1,20 | 352 | -7,12 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 2.085 | -5,36 | 297 | -9,48 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 10 | 0,00 | 1 | 0,00 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 7.669 | 10,81 | 1.092 | 6,12 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 1.647 | -91,09 | 254 | -90,76 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 216.296 | 2,85 | 30.807 | -1,48 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 9.066 | 0,00 | 1.291 | -4,23 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 12.952 | -0,65 | 1.845 | -4,85 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 377.533 | 9,80 | 53.772 | 5,18 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 281 | 0,00 | 40 | -2,44 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 9.270 | 1.332 | ||||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 439.711 | -0,93 | 62.628 | -5,10 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 75.414 | 2,79 | 10.741 | -1,53 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 128.127 | 1,14 | 18.249 | -3,12 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 4.380 | 0,00 | 624 | -4,30 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 8.338 | -0,25 | 1.188 | -4,43 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 6.842 | 1,75 | 974 | -2,50 | ||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 5.479 | 6,49 | 780 | 1,96 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 62.905 | -6,66 | 8.960 | -10,59 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 11.633 | 0,81 | 1.657 | -3,44 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 1.673 | 0,24 | 238 | -4,03 | ||||
| 2026-05-05 | 13F | Torrey-Payne Wealth Management, LLC | 1.431 | 0,00 | 204 | -6,02 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 18.108 | -0,02 | 2.579 | -4,23 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 2.459 | -14,44 | 350 | -18,03 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 47.167 | 0,00 | 6.718 | -4,22 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 3.100 | 0,00 | 442 | -4,13 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 8.762 | -0,09 | 1.248 | -4,37 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 232.526 | -1,17 | 33.119 | -5,33 | ||||
| 2026-05-04 | 13F | Nwam Llc | 187.350 | 20,06 | 26.684 | 12,80 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Fairman Group, LLC | 449 | 0,22 | 64 | -4,55 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 8.333 | -8,59 | 1.187 | -12,47 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 6.036 | 0,00 | 897 | 0,00 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 6.099 | -1,33 | 869 | -5,55 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 3.976 | -2,74 | 566 | -6,75 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 3.933 | -19,41 | 560 | -23,08 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 1.549 | 0,00 | 221 | -4,35 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Friday Financial | 464.604 | 4,48 | 66.174 | 0,08 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 9.804 | -0,79 | 1.396 | -4,97 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 14.373.487 | 23,78 | 2.047.216 | 18,57 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 81.578 | 7,76 | 11.619 | 3,22 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 67.510 | 184,32 | 10.037 | 179,43 | ||||
| 2026-05-07 | 13F | Vericrest Private Wealth | 28.961 | 5,24 | 4.125 | 0,81 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 2.881 | 0,00 | 410 | -4,21 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 5.560 | -4,58 | 792 | -8,66 | ||||
| 2026-05-04 | 13F | King Wealth | 90.275 | -1,80 | 13 | -7,69 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 30.917 | 3,45 | 4.403 | -0,90 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 2.140 | 4,04 | 305 | -0,33 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 28.277 | -67,62 | 4.027 | -68,99 | ||||
| 2026-04-22 | 13F | Crew Capital Management, Ltd. | 2.278 | 0,00 | 324 | -4,14 |
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