IWS - iShares Trust - iShares Russell Mid-Cap Value ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

iShares Trust - iShares Russell Mid-Cap Value ETF
CL ˙ SNSE ˙ US4642874733
Grundlæggende statistik
Institutionelle ejere 1013 total, 1011 long only, 0 short only, 2 long/short - change of 1,50% MRQ
Gennemsnitlig porteføljeallokering 0.3089 % - change of 2,90% MRQ
Institutionelle aktier (lange) 77.268.646 (ex 13D/G) - change of 4,70MM shares 6,47% MRQ
Institutionel værdi (lang) $ 10.930.968 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares Russell Mid-Cap Value ETF (CL:IWS) har 1013 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 77,268,646 aktier. Største aktionærer omfatter Morgan Stanley, Jones Financial Companies Lllp, Wells Fargo & Company/mn, Bank Of America Corp /de/, Envestnet Portfolio Solutions, Inc., Tiaa-cref Individual & Institutional Services, Llc, First Citizens Bank & Trust Co, Royal Bank Of Canada, Us Bancorp \de\, and Commonwealth Equity Services, Llc .

iShares Trust - iShares Russell Mid-Cap Value ETF (SNSE:IWS) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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

Se Højest rangerende aktier
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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
2026-04-30 13F Paladin Advisory Group, LLC 1.152 7,97 168 11,33
2026-05-14 13F Ariel Investments, Llc 1.145 167
2026-05-15 13F Royal Bank Of Canada 2.376.742 -0,58 346.386 2,72
2026-04-21 13F Financial Consulate, Inc 207 0,00 30 3,45
2026-05-15 13F Beacon Pointe Advisors, LLC 17.385 24,53 2.534 28,64
2026-02-12 13F Planning Project LLC 41 6
2026-04-08 13F Olistico Wealth, LLC 504 0,00 73 2,82
2026-04-21 13F Topsail Wealth Management, LLC 3.084 0,00 449 3,46
2026-05-15 13F Warren Averett Asset Management, LLC 108.057 0,43 15.748 3,77
2026-05-12 13F Family Legacy, Inc. 2.374 -0,34 346 2,99
2026-05-13 13F Mariner, LLC 293.064 -7,57 42.640 -4,66
2026-05-15 13F MAI Capital Management 88.647 -3,81 12.919 -0,62
2026-04-28 13F Peak Financial Management, Inc. 1.900 0,00 277 3,37
2026-04-21 13F Vise Technologies, Inc. 5.023 0,00 709 0,00
2026-05-12 13F/A Signature Securities Group Corporation 2.385 -2,01 348 1,17
2026-05-13 13F Franklin Resources Inc 6.648 -1,22 969 2,00
2026-04-29 13F Unified Investment Management 1.665 0,00 243 3,42
2026-04-29 13F Saxon Interests, Inc. 6.324 -17,15 922 -14,41
2026-04-17 13F LMG Wealth Partners, LLC 17.142 0,00 2.498 3,35
2026-05-07 13F Bearing Point Capital, Llc 3.391 0,00 494 3,35
2026-04-27 13F Greenleaf Trust 6.700 -2,93 976 0,31
2026-05-13 13F/A Quadrant Capital Group Llc 17.223 1,84 2.510 5,24
2026-05-12 13F Vaughan David Investments Inc/il 2.533 0,00 0
2026-05-08 13F Coldstream Capital Management Inc 8.851 -4,77 1.290 -1,60
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.581 -4,30 376 -1,05
2026-05-14 13F Level Four Advisory Services, Llc 1.942 0,15 283 3,66
2026-05-15 13F United Capital Financial Advisers, Llc 8.165 -2,61 1.190 0,59
2026-04-23 13F Granite Harbor Advisors, Inc. 2.999 -0,66 437 2,82
2026-04-14 13F Global Trust Wealth Management LLC 7.740 -4,08 1.128 -0,88
2026-05-01 13F Emerald Investment Partners, Llc 1.731 -56,25 252 -54,84
2026-02-05 13F Tucker Asset Management Llc 516 73
2026-05-13 13F Crews Bank & Trust 208 0,00 30 3,45
2026-05-05 13F BCGM Wealth Management, LLC 2.281 0,04 332 3,43
2026-04-23 13F West Bancorporation Inc 2.208 322
2026-04-08 13F Dynamic Advisor Solutions LLC 2.413 11,40 352 15,08
2026-05-11 13F Blue Bell Private Wealth Management, Llc 559 0,00 81 3,85
2026-04-21 13F Red Tortoise LLC 4.316 -0,60 629 2,61
2026-05-06 13F Fiduciary Wealth Partners, LLC 0 -100,00 0
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 2.390 0,00 348 3,26
2026-04-13 13F Bank of New Hampshire 213 -0,47 31 3,33
2026-04-08 13F Thompson Investment Management, Inc. 92 13
2026-04-14 13F Zrc Wealth Management, Llc 846 0,36 123 4,24
2026-04-21 13F Dougherty Wealth Advisers LLC 683 -25,60 100 -23,26
2026-05-01 13F Diversify Wealth Management, Llc 1.980 305
2026-05-13 13F Kimelman & Baird, LLC 284 0,00 41 2,50
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 200 0,00 29 3,57
2026-04-29 13F Cary Street Partners Financial Llc 6.538 -0,03 953 3,25
2026-05-11 13F Elevation Wealth Management LLC 2.318 -3,01 338 0,00
2026-05-01 13F Anchor Investment Management, LLC 1.305 -3,19 190 0,00
2026-05-11 13F Citigroup Inc 15.977 -21,16 2.328 -18,54
2026-04-22 13F JNBA Financial Advisors 339 0,00 49 4,26
2026-04-01 13F LBJ Family Wealth Advisors, Ltd. 125.594 -0,07 18 0,00
2026-05-14 13F Fuller & Thaler Asset Management, Inc. 41.939 -60,06 6.112 -58,73
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-14 13F Jacobs Equity LLC 5.908 1,70 941 14,77
2026-02-12 13F FineMark National Bank & Trust 56.530 480,99 7.974 487,11
2026-04-09 13F PFS Partners, LLC 19 0,00 3 0,00
2026-04-21 13F Navigation Wealth Management, Inc. 2.982 7,65 435 11,28
2026-04-17 13F AdvisorNet Financial, Inc 4.798 -2,58 699 0,72
2026-05-12 13F Stifel Financial Corp 140.799 0,54 20.523 3,88
2026-04-27 13F Qrg Capital Management, Inc. 4.341 86,55 633 92,68
2026-02-13 13F Cutler Capital Management, LLC 0 -100,00 0
2026-05-14 13F We Are One Seven, LLC 2.875 -4,80 419 -1,41
2026-04-15 13F Atwood & Palmer Inc 0 -100,00 0
2026-01-30 13F Canandaigua National Bank & Trust Co 4.838 0,00 682 1,04
2026-04-01 13F Bangor Savings Bank 466 0,00 68 3,08
2026-04-16 13F Sterling Investment Counsel, LLC 2.044 -36,09 298 -28,09
2026-04-20 13F Davidson Trust Co 2.810 0,00 410 3,28
2026-05-05 13F D.a. Davidson & Co. 12.482 -30,07 1.819 -27,73
2026-05-14 13F Us Bancorp \de\ 2.034.314 -2,66 296.481 0,58
2026-05-06 13F Centennial Bank/AR/ 4.014 -0,94 585 2,45
2026-05-15 13F Quadcap Wealth Management, LLC 1.566 -0,06 228 3,64
2026-05-14 13F Coastal Bridge Advisors, LLC 3.211 0,28 468 3,55
2026-05-05 13F Putnam Fl Investment Management Co 3.587 2,60 523 5,88
2026-05-07 13F Aldebaran Capital, Llc 40.125 -0,13 5.848 3,19
2026-05-15 13F CI Private Wealth, LLC 131.986 0,64 19.166 3,61
2026-05-15 13F Huntington National Bank 7.553 3.168 57,56
2026-05-06 13F Cornerstone Planning Group LLC 419 -12,71 66 -5,71
2026-04-21 13F Foster & Motley Inc 1.856 0,00 0
2026-04-27 13F Arcadia Wealth Management, LLC 41.499 2,12 6.048 5,53
2026-01-07 13F Marotta Asset Management 0 -100,00 0
2026-05-15 13F Ballast, Inc. 2.487 0,00 362 3,43
2026-05-15 13F Strive Financial Group ,LLC 535 0,00 78 4,00
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-04-30 13F Sequoia Financial Advisors, LLC 7.922 2,11 1.155 5,48
2026-01-06 13F First Citizens Financial Corp 0 -100,00 0
2026-05-14 13F Missouri Trust & Investment Co 4.715 1,70 687 5,21
2026-04-21 13F Grimes & Company, Inc. 1.712 0,88 249 4,18
2026-04-13 13F Creative Financial Designs Inc /adv 800 2,70 117 6,42
2026-04-13 13F Mlp3, Llc 1.420 0,00 207 3,00
2026-02-09 13F Fisher Asset Management, LLC 0 -100,00 0
2026-04-27 13F Oarsman Capital, Inc. 1.602 0,00 233 3,56
2026-05-15 13F Jones Financial Companies Lllp 7.702.234 -20,66 1.102.933 -19,46
2026-05-01 13F Riverview Trust Co 520 0,00 76 2,74
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 113 0,00 16 6,67
2026-05-12 13F Bnp Paribas Arbitrage, Sa 296.327 533,96 43.187 555,13
2026-05-12 13F Lathrop Investment Management Corp 1.781 0,00 0
2026-05-13 13F Transcend Wealth Collective, Llc 8.547 -1,25 1.246 2,05
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-15 13F MidFirst Bank 63.432 -3,00 9.245 0,23
2026-02-12 13F Litman Gregory Asset Management LLC 392 55
2026-04-16 13F Montecito Bank & Trust 1.811 0,00 264 3,14
2026-05-08 13F Camelot Portfolios, LLC 11.579 -0,35 1.688 2,93
2026-04-29 13F Invested Advisors 3.152 0,13 459 3,38
2026-04-30 13F First Horizon Corp 92.925 6,66 13.543 10,21
2026-05-13 13F Sherman Porfolios, Llc 0 -100,00 0
2026-05-13 13F Capital Group Private Client Services, Inc. 4.788 -0,04 698 3,26
2026-04-28 13F Golden State Wealth Management, LLC 572 0,18 83 3,75
2026-05-04 13F Bleakley Financial Group, LLC 44.591 -0,33 6.499 2,98
2026-04-07 13F Mb, Levis & Associates, Llc 119 0,00 17 6,25
2026-04-30 13F Csenge Advisory Group 12.104 0,74 1.764 4,13
2026-05-13 13F Parkshore Wealth Management, Inc. 5.281 -7,17 770 -4,11
2026-05-07 13F one8zero8, LLC 65 0,00 9 0,00
2026-04-17 13F Brown, Lisle/cummings, Inc. 525 0,00 77 2,70
2026-04-15 13F Home Federal Bank Of Tennessee 7.424 -13,16 1.082 -10,29
2026-05-14 13F Baird Financial Group, Inc. 169.103 0,83 24.645 4,19
2026-05-07 13F Koss-Olinger Consulting, LLC 5.932 -25,54 865 -23,13
2026-05-12 13F Colonial Trust Advisors 450 0,00 66 3,17
2026-01-27 13F Summit Wealth Partners, LLC 0 -100,00 0
2026-05-05 13F Plante Moran Financial Advisors, LLC 1.840 0,00 268 3,47
2026-04-20 13F Hilton Head Capital Partners, LLC 370 0,00 54 1,92
2026-05-01 13F Hantz Financial Services, Inc. 96 39,13 0
2026-05-04 13F Mml Investors Services, Llc 66.533 -12,62 9.697 -9,71
2026-04-22 13F Motco 87 0,00 13 0,00
2026-02-13 13F Altus Wealth Group LLC 0 -100,00 0
2026-05-14 13F Campion Asset Management LLC 1.390 203
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 18.668 -0,22 2.721 3,11
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 7.124 -9,19 1.038 -6,15
2026-05-05 13F SOUTH STATE Corp 1.783 0,00 260 3,19
2026-04-28 13F K.J. Harrison & Partners Inc 2.505 365
2026-04-08 13F Inspirion Wealth Advisors, Llc 53.046 -1,75 7.731 1,51
2026-04-06 13F Versant Capital Management, Inc 1.393 -0,21 203 3,57
2026-04-24 13F Key FInancial Inc 1.974 0,00 288 3,24
2026-05-02 13F Auxano Advisors, LLC 6.168 0,00 899 3,34
2026-04-10 13F Ipswich Investment Management Co., Inc. 7.920 1.154
2026-05-01 13F Wilian Securities, LLC 0 -100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 11.747 -2,28 1.712 1,00
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-10 13F Quaker Wealth Management, LLC 12 0,00 2 0,00
2026-04-23 13F Howard Bailey Securities, Llc 64.497 -2,36 9.400 0,89
2026-04-14 13F Prospera Financial Services Inc 9.718 -0,21 1.417 3,06
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 6.391 -13,57 931 -10,65
2026-05-14 13F Bridgewater Advisors Inc. 2.742 0,00 432 5,64
2026-01-12 13F VisionPoint Advisory Group, LLC 0 -100,00 0
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 2.673.419 389.624
2026-05-11 13F First National Bank Of Omaha 11.837 -5,21 1.697 -4,23
2026-04-30 13F Accredited Investors Inc. 46.804 -5,83 6.821 -2,70
2026-05-07 13F Forum Finance Group S.A. 285 0
2026-04-29 13F Renasant Bank 6.197 -28,79 903 -26,41
2026-05-01 13F Capital Squared Financial LLC 18.731 -5,58 2.730 -2,47
2026-04-09 13F Pacifica Partners Inc. 0 -100,00 0
2026-04-22 13F Eqis Capital Management, Inc. 1.698 -1,74 247 1,65
2026-04-30 13F Simplicity Wealth,LLC 38.633 5,95 5.630 9,49
2026-05-14 13F EP Wealth Advisors, Inc. 38.352 -4,15 5.589 -0,96
2026-04-21 13F Family Wealth Group, LLC 10.041 -6,45 1.463 -3,30
2026-05-15 13F Lazard Asset Management Llc 1.400 0,00 204 3,55
2026-01-30 13F First Citizens Investor Services, Inc. 141.496 0,50 19.958 1,49
2026-05-05 13F Almanack Investment Partners, LLC. 1.487 0,00 217 3,35
2026-04-29 13F WealthPlan Investment Management, LLC 3.149 459
2026-04-15 13F Activest Wealth Management 5 0,00 1
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-12 13F Anchor Capital Advisors Llc 278.371 -11,57 40.570 -8,63
2026-05-14 13F Kilter Group LLC 7 0,00 1
2026-04-15 13F Cranbrook Wealth Management, LLC 2.918 -1,75 425 1,67
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 6.764 -2,01 986 1,23
2026-05-15 13F Advisor Group Holdings, Inc. 202.955 25,77 29.590 29,95
2026-04-15 13F Merit Financial Group, LLC 10.420 -27,51 1.519 -25,11
2026-02-17 13F Snowden Capital Advisors LLC 2.841 62,44 401 63,93
2026-05-12 13F Ameritas Advisory Services, LLC 13.610 -29,86 1.983 -27,52
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 406 59
2026-05-15 13F Cardiff Park Advisors, Llc 679 0,30 99 4,21
2026-05-13 13F Buckingham Strategic Partners 33.885 -18,96 4.938 -16,26
2026-05-15 13F Equitable Holdings, Inc. 406.855 -0,50 104.180 80,63
2026-05-15 13F Susquehanna International Group, Llp Put 6.100 889
2026-05-01 13F Signature Resources Capital Management, LLC 171 116,46 25 118,18
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 4.615 0,00 673 3,38
2026-05-06 13F Atlantic Trust, LLC 111 0,00 16 6,67
2026-05-15 13F Susquehanna International Group, Llp 39.362 28,00 5.737 32,26
2026-05-15 13F Susquehanna International Group, Llp Call 5.200 147,62 758 155,74
2026-05-13 13F Ubs Asset Management Americas Inc 40.134 185,51 5.849 195,11
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-15 13F Cerity Partners LLC 36.183 46,41 5.274 51,13
2026-05-01 13F Connecticut Wealth Management, LLC 26.056 0,59 3.797 3,94
2026-05-09 13F MSH Capital Advisors LLC 24.261 2,04 3.536 5,43
2026-04-21 13F Decker Retirement Planning Inc. 4.308 3,06 628 6,45
2026-01-08 13F American National Bank of Texas 0 -100,00 0
2026-02-03 13F Washington Trust Advisors, Inc. 0 -100,00 0
2026-04-10 13F Armstrong Advisory Group, Inc 424 -15,20 62 -12,86
2026-05-14 13F Cwm, Llc 70.638 -3,70 10.295 102.840,00
2026-02-03 13F Vantage Financial Partners, LLC 2.427 -3,65 342 -2,56
2026-05-11 13F Fourth Dimension Wealth, LLC 17 0,00 2 0,00
2026-05-15 13F Cape Investment Advisory, Inc. 2.064 -1,15 301 2,04
2026-04-16 13F Consolidated Planning Corp 3.088 450
2026-05-06 13F Private Wealth Asset Management, LLC 23.793 -0,09 3.468 3,22
2026-02-17 13F Glenmede Trust Co Na 28.727 -5,53 4.052 5,77
2026-05-05 13F West Michigan Advisors, Llc 1.692 0,53 247 3,80
2026-05-15 13F Harbour Investments, Inc. 3.555 173,25 518 183,06
2026-05-11 13F Salomon & Ludwin, LLC 40 0,00 6 0,00
2026-04-16 13F First Merchants Corp 35.242 -9,62 5.136 -6,60
2026-04-29 13F American Wealth Advisors, LLC 2.976 -3,22 434 0,00
2026-05-14 13F Thryve Wealth Management Llc 2.294 -14,97 334 -12,11
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Financial Sense Advisors, Inc. 1.480 0,00 216 3,37
2026-04-17 13F Essex Savings Bank 2.170 0,00 316 3,27
2026-04-28 13F Busey Wealth Management 4.184 0,00 610 3,22
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.655 -16,12 241 -13,31
2026-05-12 13F Ausdal Financial Partners, Inc. 10.738 -2,44 1.565 0,77
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 50.161 12,48 7 16,67
2026-04-16 13F Triad Wealth Partners, LLC 5.194 757
2026-04-21 13F Trilogy Capital Inc. 2.907 -5,98 424 -2,98
2026-04-29 13F Horst & Graben Wealth Management LLC 13.534 -0,87 2.107 9,45
2026-02-10 13F Rice Partnership, LLC 0 -100,00 0
2026-05-12 13F Asset One Wealth Management LLC 2.962 0,00 461 5,25
2026-05-15 13F Brown Advisory Inc 21.492 -7,84 3.132 -4,77
2026-04-13 13F Clayton Financial Group LLC 1.050 0,00 153 3,38
2026-04-23 13F Private Wealth Management Group, LLC 882 0,00 129 3,23
2026-05-15 13F Matrix Private Capital Group Llc 946 0,00 138 3,01
2026-04-10 13F Linden Thomas Advisory Services, LLC 0 -100,00 0
2026-04-23 13F Farmers & Merchants Investments Inc 43.199 0,00 6.296 3,32
2026-04-20 13F Breakwater Capital Group 3.045 3,15 444 6,49
2026-05-01 13F Advisors Capital Management, LLC 3.735 21,38 544 25,35
2026-05-14 13F Rockbridge Investment Management, LCC 3.103 -0,80 452 2,49
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1.565 0,00 0
2026-05-14 13F Galvin, Gaustad & Stein, LLC 1.841 -0,54 268 2,68
2026-04-28 13F Stephens Inc /ar/ 683.625 -18,68 99.645 -15,98
2026-05-06 13F Intrust Bank Na 6.955 0,00 1.014 3,26
2026-05-13 13F Elm Partners Management LLC 1.946 0,00 277 0,73
2026-04-27 13F Smith & Howard Wealth Management, LLC 4.617 0,00 673 3,23
2026-04-17 13F Stonebridge Financial Group, LLC / MO 3.356 0,96 489 4,49
2026-05-15 13F Vance Wealth, Inc. 23.365 -2,53 3.405 0,71
2026-05-13 13F O'shaughnessy Asset Management, Llc 7.941 188,66 1.157 198,20
2026-04-22 13F Romano Brothers And Company 5.466 -1,09 797 2,18
2026-05-08 13F Clarion Wealth Managment Partners, LLC 8.976 0,82 1.308 4,22
2026-05-13 13F Kingdom Financial Group LLC. 98.615 3,70 14.372 7,15
2026-04-09 13F Goelzer Investment Management, Inc. 14.341 -1,10 2.090 2,20
2026-04-22 13F Evensky & Katz LLC 8.318 -2,96 1 0,00
2026-05-12 13F Advocacy Wealth Management Services, LLC 3.675 0,00 536 3,28
2026-05-05 13F Prosperity Consulting Group, LLC 113.106 1,75 16.484 5,13
2026-05-13 13F/A MWA Asset Management 11.281 2,34 1.644 5,79
2026-04-13 13F Hm Payson & Co 300 0,00 44 2,38
2026-04-21 13F Wesbanco Bank Inc 18.231 0,11 2.657 3,43
2026-04-28 13F Howe & Rusling Inc 361 0,00 53 4,00
2026-05-13 13F Heritage Wealth Advisors 545.471 1,07 79.497 4,43
2026-05-01 13F Financial Alternatives, Inc 3.662 0,00 534 3,29
2026-05-04 13F Integrity Wealth Solutions LLC 2.571 0,00 375 3,31
2026-04-15 13F 21 West Wealth Management LLC 3.422 0,00 499 3,32
2026-05-15 13F Investmark Advisory Group LLC 1.861 13,48 271 17,32
2026-01-29 13F Comerica Bank 94.134 -4,51 13.278 -3,57
2026-04-20 13F Kestra Private Wealth Services, Llc 81.606 2,60 11.893 6,01
2026-02-11 13F Eldridge Investment Advisors, Inc. 0 -100,00 0
2026-05-06 13F Kelsey Financial, LLC 35.460 -8,10 5.168 -5,05
2026-04-13 13F First Hawaiian Bank 1.962 0,00 286 3,26
2026-04-20 13F Jfs Wealth Advisors, Llc 3.168 0,00 462 3,36
2026-05-07 13F Regimen Wealth, Llc 5.350 0,30 780 3,59
2026-05-13 13F Synergy Financial Management, LLC 1.573 -1,07 229 2,23
2026-05-15 13F Rehmann Capital Advisory Group 12.093 -1,50 1.763 1,79
2026-04-02 13F Ares Financial Consulting, LLC 60 0,00 9 0,00
2026-05-12 13F Cascade Financial Partners, LLC 2.486 -1,54 362 1,69
2026-05-14 13F StoneX Group Inc. 1.696 -75,91 247 -75,18
2026-04-30 13F BRYN MAWR TRUST Co 12.801 49,56 1.866 54,52
2026-05-05 13F Legacy Advisors, LLC 1.680 0,00 245 3,39
2026-05-12 13F BOK Financial Private Wealth, Inc. 181 0,00 26 4,00
2026-04-15 13F JP Wealth Management, Inc. 5.868 0,00 571 1,06
2026-04-20 13F Triangle Securities Wealth Management 1.575 -3,55 230 -0,43
2026-05-11 13F RWM Asset Management, LLC 200 29
2026-05-04 13F Archer Investment Corp 502 0,00 73 4,29
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6.885 0,50 1.003 3,83
2026-04-21 13F Vigil Wealth Management, LLC 1.653 0,00 241 3,00
2026-05-15 13F Windsor Advisory Group, LLC 270 0,00 39 2,63
2026-04-28 13F Winthrop Capital Management, LLC 139 0,00 0
2026-05-13 13F Callan Family Office, LLC 11.448 -2,65 1.668 0,60
2026-04-08 13F Wealth Science Advisors LLC 1.554 0,00 219 0,00
2026-05-08 13F Valeo Financial Advisors, LLC 4.606 -0,80 666 1,83
2026-04-13 13F Accelerate Investment Advisors LLC 1.413 206
2026-04-28 13F Hapanowicz & Associates Financial Services, Inc 22.050 -9,50 3.214 -6,49
2026-05-06 13F Hamilton Point Investment Advisors, LLC 1.039 0,00 151 3,42
2026-05-07 13F MONECO Advisors, LLC 1.914 0,00 279 2,96
2026-04-15 13F Occidental Asset Management, LLC 93.493 2,42 13.626 5,82
2026-04-14 13F XY Planning Network, Inc. 2.602 6,64 382 10,76
2026-04-14 13F Lee-Kelleher Wealth Management 2.135 0,00 311 3,32
2026-04-22 13F Finley Financial, LLC 3.565 0,00 520 3,39
2026-05-14 13F VestGen Advisors, LLC 30.182 -0,77 4.761 11,00
2026-04-23 13F Oppenheimer Asset Management Inc. 4.318 -82,40 629 -81,82
2026-04-13 13F Sherman Wealth Management LLC 3.703 -0,40 540 2,86
2026-04-20 13F Ronald Blue Trust, Inc. 3.262 53,72 475 58,86
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0
2026-05-08 13F McAdam, LLC 43.104 -6,83 6.282 -3,74
2026-04-15 13F Fifth Third Securities, Inc. 117.673 0,78 17.150 4,13
2026-05-13 13F Green Harvest Asset Management LLC 5.611 0,00 818 3,29
2026-04-17 13F Morris Financial Concepts, Inc. 45 0,00 7 0,00
2026-05-04 13F N.E.W. Advisory Services LLC 2.954 0,00 430 3,37
2026-04-30 13F Elevated Capital Advisors, LLC 97 0,00 14 7,69
2026-05-13 13F Natixis Advisors, L.p. 259.124 80,91 38 85,00
2026-05-13 13F Edgemoor Investment Advisors, Inc. 1.670 -5,65 244 -2,41
2026-04-24 13F Bishop & Co Investment Management, LLC 92.615 -33,75 13.498 -31,55
2026-05-01 13F Financial Connections Group, Inc. 517 0,00 0
2026-05-12 13F Benjamin Edwards Inc 12.853 -10,58 1.880 -7,58
2026-05-15 13F Mission Wealth Management, Lp 2.453 -29,06 357 -26,69
2026-04-29 13F/A True Link Financial Advisors, LLC 55 8
2026-05-15 13F Glen Eagle Advisors, LLC 264 0,00 38 2,70
2026-04-13 13F Mather Group, Llc. 37.479 -0,02 5.462 3,31
2026-05-14 13F CIBC World Markets Inc. 2.087 38,03 304 42,72
2026-04-02 13F Horizons Wealth Management 279 0,00 41 2,56
2026-04-13 13F Compass Ion Advisors, LLC 3.503 0,06 510 3,45
2026-04-21 13F Pflug Koory, LLC 808 0,00 118 3,54
2026-05-08 13F New England Private Wealth Advisors LLC 1.391 -14,08 203 -11,40
2026-04-17 13F HHM Wealth Advisors, LLC 78 0,00 11 0,00
2026-05-06 13F Fidelis Capital Partners, LLC 25.746 -0,23 3.752 3,11
2026-05-11 13F Linscomb & Williams, Inc. 6.094 -1,25 888 2,07
2026-05-06 13F Bessemer Group Inc 15.527 -0,02 2 0,00
2026-04-14 13F Nbc Securities, Inc. 7.062 -6,96 1.029 -3,83
2026-05-04 13F Bridges Investment Management Inc 27.848 0,00 4.059 3,34
2026-05-11 13F Foundations Investment Advisors, LLC 7.562 4,27 1.102 7,83
2026-05-12 13F Rsm Us Wealth Management Llc 14.376 -16,69 2.095 -14,73
2026-04-23 13F Harbor Investment Advisory, Llc 23.355 -1,69 3.404 1,58
2026-04-28 13F Bogart Wealth, LLC 498 108,37 73 118,18
2026-05-14 13F Peloton Wealth Strategists 13.931 1,69 2 100,00
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-04-20 13F Courier Capital Llc 11.471 0,17 1.672 3,47
2026-05-05 13F Crestwood Advisors Group LLC 2.155 2,42 314 6,08
2026-05-15 13F Larson Financial Group LLC 42 -2,33 6 0,00
2026-05-12 13F Warwick Investment Management, Inc. 7.525 0,00 1.097 3,30
2026-05-12 13F Moneta Group Investment Advisors Llc 177.514 -0,41 25.871 2,90
2026-04-15 13F Fortitude Family Office, LLC 2.960 0,00 431 3,36
2026-04-16 13F First Community Trust Na 41 0,00 6 0,00
2026-05-11 13F Pathstone Holdings, LLC 26.566 -12,56 3.872 -9,66
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 7.999 0,00 1.166 -0,34
2026-05-13 13F Bank Of Montreal /can/ 85.207 -5,65 12.418 -2,50
2026-04-10 13F Country Trust Bank 0 -100,00 0
2026-04-22 13F Networth Advisors, LLC 1.791 -5,09 261 -1,88
2026-01-22 13F Greenup Street Wealth Management Llc 3.687 0,00 515 0,00
2026-04-17 13F James J. Burns & Company, LLC 48.330 -2,49 7.044 0,74
2026-05-13 13F Freestone Capital Holdings, LLC 4.851 -14,55 707 -11,75
2026-04-24 13F Alaska Permanent Capital Management 0 -100,00 0
2026-04-22 13F Joel Isaacson & Co., LLC 2.510 0,04 366 3,40
2026-05-05 13F Woodmont Investment Counsel Llc 3.022 -5,59 440 -2,44
2026-05-01 13F First Business Financial Services, Inc. 1.377 201
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-07 13F Hollencrest Capital Management 0 -100,00 0
2026-04-06 13F Highline Wealth Partners Llc 0 -100,00 0
2026-04-21 13F Pallas Capital Advisors LLC 3.441 -0,52 501 2,87
2026-04-21 13F Falcon Wealth Planning 26.096 -2,19 3.803 1,06
2026-05-15 13F Pointe Capital Management LLC 15.362 7,22 2.239 10,79
2026-05-12 13F Atlantic Union Bankshares Corp 4.530 -3,23 660 0,00
2026-05-08 13F Peachtree Investment Partners, LLC 194 0,00 28 3,70
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-05-15 13F Summit Financial, LLC 7.548 -56,41 1.100 -54,95
2026-04-14 13F Beacon Investment Advisory Services, Inc. 21 3
2026-05-11 13F Great Valley Advisor Group, Inc. 21.148 -1,52 3.082 1,72
2026-04-10 13F Pure Financial Advisors, Inc. 11.352 -0,80 1.654 2,48
2026-05-01 13F American Trust 4.638 -4,53 676 -1,46
2026-05-01 13F Thrivent Financial For Lutherans 10.053 -43,31 1 -50,00
2026-05-04 13F Principal Financial Group Inc 26.225 34,34 3.822 38,83
2026-05-15 13F Investment Counsel Co Of Nevada 251 0,00 37 2,86
2026-04-30 13F Independence Bank of Kentucky 1.463 -4,88 213 -1,39
2026-05-11 13F Commerce Bank 1.980.452 -0,22 288.631 3,10
2026-04-13 13F Trust Co 717 0,00 104 2,97
2026-04-24 13F Midwest Capital Advisors, LLC 913 0,00 133 3,91
2026-04-28 13F ORG Wealth Partners, LLC 121 0,00 18 0,00
2026-01-13 13F Stephens Consulting, LLC 5 1
2026-04-22 13F Janney Montgomery Scott LLC 33.771 -17,98 5 -20,00
2026-05-11 13F BankPlus Trust Department 557 0,00 81 3,85
2026-04-28 13F Fundamentun, Llc 36.654 5.342
2026-04-21 13F Trust Co Of Virginia /va 1.449 0,00 211 3,43
2026-05-13 13F Mpwm Advisory Solutions, Llc 129 0,00 19 0,00
2026-05-13 13F Prestige Wealth Management Group LLC 1.076 0,00 157 3,31
2026-04-20 13F McKinley Carter Wealth Services, Inc. 2.616 -1,99 381 1,33
2026-05-04 13F Calamos Wealth Management LLC 1.726 0,00 252 3,29
2026-05-15 13F Cramer Rosenthal Mcglynn Llc 0 -100,00 0
2026-05-11 13F Condor Capital Management 21.916 0,10 3.194 3,43
2026-02-13 13F Colony Group, LLC 236.511 18,14 33.360 19,32
2026-05-14 13F Allworth Financial LP 116.455 -0,26 16.972 3,05
2026-04-27 13F HB Wealth Management, LLC 8.611 50,65 1.255 55,58
2026-05-12 13F Kingsview Wealth Management, LLC 12.990 7,36 1.893 10,96
2026-04-16 13F Heck Capital Advisors, LLC 19.731 83,14 2.876 89,27
2026-05-14 13F Bare Financial Services, Inc 784 0,00 114 3,64
2026-04-10 13F Daytona Street Capital LLC 34 183,33 5 400,00
2026-04-10 13F Magnus Financial Group LLC 2.633 1,70 384 4,93
2026-05-07 13F Legacy Wealth Managment, LLC/ID 591 29,32 86 34,38
2026-04-14 13F Granite Group Advisors, LLC 3.800 0,00 563 5,05
2026-04-29 13F Hughes Financial Services, LLC 247 0,00 36 2,94
2026-05-13 13F River Wealth Advisors LLC 1.859 0,00 271 3,05
2026-05-15 13F Integrated Wealth Concepts LLC 24.049 227,20 3.505 238,22
2026-05-15 13F Perennial Investment Advisors, LLC 4.439 -0,56 647 2,70
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 2.782.303 -2,60 405.493 0,64
2026-02-11 13F MidWestOne Financial Group, Inc. 0 -100,00 0
2026-05-14 13F Captrust Financial Advisors 128.659 2,71 18.751 6,12
2026-05-15 13F RMB Capital Management, LLC 9.033 0,00 1.316 3,30
2026-05-15 13F Ameriflex Group, Inc. 118 -78,70 17 -78,21
2026-04-17 13F Stephenson National Bank & Trust 679 0,00 99 3,16
2026-05-12 13F Reyes Financial Architecture, Inc. 21 0,00 3 50,00
2026-04-23 13F First Pacific Financial 21.473 0,45 3.129 3,78
2026-05-06 13F Advisortrust Partners, Llc 60 9
2026-05-14 13F Nicolet Bankshares Inc 10.444 43,23 1.524 48,15
2026-05-15 13F Ascent Group, LLC 26.883 -4,25 3.918 -1,09
2026-04-10 13F Perfromance Wealth Partners, LLC 10.540 -11,14 1.536 -8,13
2026-06-04 13F/A Chelsea Counsel Co 42 0,00 6 20,00
2026-05-14 13F Wittenberg Investment Management, Inc. 3.478 0,00 507 3,27
2026-05-08 13F Private Management Group Inc 6.902 -6,75 1.006 -3,74
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 9.891 6,63 1.442 10,17
2026-04-28 13F Kanawha Capital Management Llc 2.761 0,00 402 3,34
2026-04-22 13F Bravera Wealth 497 8,52 72 12,50
2026-05-29 13F Mullaney, Keating & Wright, Inc. 40.318 -1,57 5.876 1,70
2026-05-15 13F Peapack Gladstone Financial Corp 22.588 -11,61 3 0,00
2026-04-15 13F Brady Martz Wealth Solutions, LLC 24.174 -24,64 3.523 -22,13
2026-05-12 13F Dynamic Financial Group 2.581 -2,86 376 0,53
2026-05-13 13F Principal Securities, Inc. 12.872 -4,99 1.876 -1,78
2026-04-08 13F Canandaigua National Corp 4.838 705
2026-04-29 13F KERR FINANCIAL PLANNING Corp 51 0,00 8 0,00
2026-05-14 13F Mill Creek Capital Advisors, LLC 52.609 0,00 7.667 3,33
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-05-11 13F REAP Financial Group, LLC 1.325 -3,57 193 0,00
2026-05-15 13F GLOBALT Investments LLC / GA 252.907 7,54 36.859 11,11
2026-04-30 13F Millstone Evans Group, LLC 22.353 -1,88 3.258 1,37
2026-05-11 13F Bailard, Inc. 6.879 0,00 1.003 3,30
2026-05-15 13F Price T Rowe Associates Inc /md/ 30.693 -0,05 4 0,00
2026-06-03 13F CoreFirst Bank & Trust 465 -46,24 68 -45,08
2026-04-28 13F Split Rock Private Trading & Wealth Management, LLC 1.520 -0,72 222 2,79
2026-05-05 13F Advisors Preferred, LLC 38.288 5.580
2026-05-07 13F First National Trust Co 8.905 -16,35 1.298 -13,59
2026-05-12 13F Causey Wealth LLC 8.156 -4,80 1.189 -1,66
2026-05-07 13F Insight 2811, Inc. 10.219 2,04 1.489 5,45
2026-04-13 13F Kmg Fiduciary Partners, Llc 50.498 -0,28 7.360 3,04
2026-05-13 13F Brinker Capital Investments, LLC 32.063 -20,08 4.673 -17,43
2026-05-15 13F National Bank Of Canada /fi/ 886 -17,73 129 -14,57
2026-04-21 13F Alpine Bank Wealth Management 14.995 0,00 2.185 3,31
2026-05-04 13F Rodgers & Associates, LTD 170.676 -2,13 24.874 1,13
2026-04-13 13F Cordant, Inc. 1.545 -55,33 225 -53,80
2026-04-10 13F Revolve Wealth Partners, LLC 5.952 -0,03 867 3,34
2026-05-14 13F Raymond James Financial Inc 648.853 -0,49 94.564 2,82
2026-05-15 13F Walsh & Associates, LLC 9.112 0,01 1.328 3,27
2026-05-01 13F Strategic Wealth Advisors LLC 500 0,00 0
2026-04-27 13F DB Fitzpatrick & Co, Inc 55 0,00 8 14,29
2026-05-11 13F Wells Fargo & Company/mn 3.933.330 0,41 573.244 3,75
2026-05-06 13F Main Street Group, LTD 5 1
2026-04-07 13F First Financial Corp /in/ 2.674 -0,07 390 3,18
2026-05-04 13F Bedel Financial Consulting, Inc. 10.170 -1,40 1.482 1,93
2026-05-15 13F Asset Management Group, Inc. 151.776 -0,28 22.120 3,03
2026-05-01 13F Heritage Investment Group, Inc. 1.737 0,00 253 3,27
2026-04-07 13F Farther Finance Advisors, LLC 18.878 22,81 2.770 27,72
2026-04-21 13F Paradigm Financial Partners, Llc 5.598 -0,20 816 3,03
2026-05-05 13F Collaborative Wealth Managment Inc. 0 -100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 1.913 3,07 279 6,51
2026-04-28 13F Berkshire Bank 13.427 -5,83 1.957 -2,73
2026-05-14 13F Ieq Capital, Llc 3.747 -0,45 546 3,02
2026-04-29 13F Clearwave Capital, LLC 9.718 1,96 1.416 5,36
2026-05-15 13F Strategies Wealth Advisors, LLC 2.420 0,00 353 3,23
2026-04-24 13F Essex Financial Services, Inc. 4.421 -1,01 644 2,38
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-02-18 13F NFP Retirement, Inc. 0 -100,00 0
2026-04-14 13F Lawood & Co 1.672 -4,68 244 -1,62
2026-05-12 13F Icon Wealth Advisors, LLC 3.163 -0,09 487 9,19
2026-04-13 13F Reinhart Partners, Inc. 0 -100,00 0
2026-05-04 13F Avantax Planning Partners, Inc. 114.135 6,25 16.634 9,79
2026-05-07 13F Rothschild Investment Llc 485 261,94 71 288,89
2026-04-16 13F Intergy Private Wealth, LLC 6.926 0,00 1.009 3,38
2026-05-12 13F Richardson Capital Management LLC 2.966 0,00 432 3,35
2026-05-15 13F City National Bank Of Florida /msd 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-11 13F Manchester Capital Management LLC 3.975 -7,02 579 -3,82
2026-04-15 13F ERTS Wealth Advisors, LLC 7.036 -23,07 1.025 -20,54
2026-05-08 13F Moors & Cabot, Inc. 1.699 -9,10 248 -6,08
2026-04-13 13F Massmutual Trust Co Fsb/adv 100 0,00 15 0,00
2026-05-15 13F IHT Wealth Management, LLC 5.892 -1,88 859 1,30
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 1.389 202
2026-05-06 13F CNB Bank 74 0,00 11 0,00
2026-05-12 13F Kovack Advisors, Inc. 0 -100,00 0
2026-05-08 13F Sofos Investments, Inc. 170 0,00 25 4,35
2026-04-16 13F Allegheny Financial Group LTD 16.691 6,77 2.433 10,29
2026-04-24 13F United Community Bank 541 0,00 79 2,63
2026-05-14 13F Risk Paradigm Group, LLC 11.690 3,85 1.704 7,31
2026-04-22 13F Sterling Capital Management LLC 125.473 9,60 18.286 13,25
2026-04-23 13F Powell Investment Advisors, LLC 52.760 0,13 7.689 3,46
2026-04-23 13F Oppenheimer & Co Inc 21.407 -0,68 3.120 2,60
2026-05-15 13F Clark Capital Management Group, Inc. 1.634 -28,49 238 -26,09
2026-05-11 13F Boston Partners 27.646 -0,13 4.034 2,57
2026-05-07 13F Northwestern Mutual Wealth Management Co 241.839 2,14 35.246 5,53
2026-05-11 13F Founders Financial Alliance, LLC 578 863,33 84 950,00
2026-04-16 13F Annex Advisory Services, LLC 4.222 2,78 615 6,22
2026-05-11 13F Prudent Investors Network 2.432 354
2026-05-06 13F Dunhill Financial, LLC 22 0,00 3 0,00
2026-02-12 13F Commonwealth Equity Services, Llc 1.985.396 -4,23 280.040 96.799,65
2026-02-18 13F Financial Advisory Service, Inc. 20.837 -0,10 2.939 0,89
2026-05-04 13F AMG National Trust Bank 315.369 -1,25 45.962 2,03
2026-05-14 13F Ballentine Partners, LLC 16.217 0,29 2.364 3,64
2026-04-20 13F Provenance Wealth Advisors, LLC 49 0,00 7 16,67
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 5.182 1,15 755 -3,21
2026-04-29 13F Mycio Wealth Partners, Llc 6.105 0,31 890 3,61
2026-04-06 13F CX Institutional 737 -16,15 0
2026-04-13 13F Neumann Capital Management, LLC 1.524 0,00 222 3,74
2026-05-12 13F Operose Advisors LLC 465 0,00 68 3,08
2026-04-30 13F Titleist Asset Management, Llc 1.396 204
2026-05-15 13F Silvercrest Asset Management Group Llc 3.776 0,00 550 3,38
2026-05-14 13F Twin Focus Capital Partners, Llc 65.309 -4,47 9.518 -1,29
2026-05-05 13F Regions Financial Corp 35.928 -1,69 5.236 1,59
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 303 -6,48 44 -2,22
2026-01-14 13F ORG Partners LLC 4.752 33,37 671 32,15
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 2.259 0,00 342 2,40
2026-04-03 13F Investors Research Corp 0 -100,00 0
2026-04-22 13F Princeton Global Asset Management LLC 1.363 0,00 199 3,13
2026-05-08 13F Stonebridge Financial Planning Group, LLC 5.356 -4,95 781 -1,76
2026-04-24 13F Means Investment Co., Inc. 2.289 -0,52 334 2,78
2026-04-13 13F Wolff Wiese Magana Llc 28 0,00 4 33,33
2026-05-14 13F Financial Engines Advisors L.L.C. 21.554 -0,05 3.141 3,29
2026-05-05 13F PFG Advisors 3.901 -8,75 569 -5,65
2026-05-04 13F LJI Wealth Management, LLC 2.649 0,00 386 3,22
2026-04-21 13F Centennial Advisors, LLC 3.973 -3,47 579 -0,34
2026-05-01 13F International Assets Investment Management, Llc 1.304 -22,20 191 -19,07
2026-05-11 13F SCS Capital Management LLC 0 -100,00 0
2026-04-24 13F Private Advisor Group, LLC 55.480 1,58 8.086 4,96
2026-04-20 13F Skyline Advisors, Inc. 4.030 0,30 587 3,71
2026-05-11 13F Thompson Siegel & Walmsley Llc 221.510 -6,51 32 -3,03
2026-05-05 13F Cullen/frost Bankers, Inc. 11.760 -38,86 1.714 -36,86
2026-05-15 13F Eight 31 Financial Llc 4.261 0,00 621 3,16
2026-04-20 13F Auour Investments LLC 29.083 3,12 4.239 6,56
2026-05-08 13F Zions Bancorporation, National Association /ut/ 947.543 -0,11 138.095 3,21
2026-04-08 13F RDA Financial Network 2.263 0,00 330 3,13
2026-04-17 13F Amarillo National Bank 22.592 0,00 3.293 3,33
2026-04-20 13F Joel Adams & Associates, Inc. 1.802 0,33 263 3,56
2026-05-01 13F Midwest Trust Co 37.945 5,65 5.530 9,16
2026-02-13 13F Motiv8 Investments LLC 337 0
2026-04-06 13F Acima Private Wealth, Llc 2.585 0,00 377 3,30
2026-04-27 13F Sound Income Strategies, LLC 521 3,17 76 2,70
2026-05-08 13F Steward Partners Investment Advisory, Llc 120.612 -0,61 17.578 2,70
2026-05-06 13F Zhang Financial LLC 3.901 0,03 568 3,27
2026-05-04 13F Sigma Planning Corp 24.262 1,02 3.536 4,37
2026-05-15 13F Excelsior Advisor Network LLC 1.438 210
2026-05-13 13F Alesco Advisors Llc 5.040 0,00 735 3,38
2026-05-26 13F Ruggaard & Associates LLC 2.057 0,00 300 3,10
2026-05-07 13F Allen Investment Management LLC 3.245 0,43 473 3,74
2026-05-12 13F Aspiriant, Llc 1.591 -51,09 232 -49,56
2026-02-05 13F Center for Financial Planning, Inc. 211 -14,92 30 -14,71
2026-04-23 13F Glass Jacobson Investment Advisors llc 2.444 -0,77 356 2,59
2026-05-05 13F Sanctuary Advisors, LLC 54.863 -0,51 7.996 2,80
2026-02-03 13F Broadwater Capital Management Llc 20 0,00 3 0,00
2026-05-05 13F Capital Investment Advisory Services, LLC 659 0,00 96 4,35
2026-05-14 13F Proficio Capital Partners LLC 357.500 52.102
2026-04-28 13F Stratos Wealth Advisors, LLC 1.987 -20,39 290 -17,90
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-05 13F One Day In July LLC 5.076 -0,37 740 2,92
2026-05-08 13F Bokf, Na 88.741 -1,89 12.933 1,38
2026-04-20 13F Sowell Financial Services LLC 50.516 525,51 7.362 546,36
2026-05-07 13F Burk Holdings LLC 902 131
2026-05-11 13F Berkshire Asset Management Llc/pa 3.229 0,03 471 3,30
2026-05-14 13F LifePlan Investment Advisors, Inc. 2.043 -5,81 298 -2,62
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-05-01 13F Citizens Financial Group Inc/ri 2.275 -0,22 332 3,12
2026-04-24 13F Root Financial Partners, LLC 996 1,53 145 5,07
2026-05-14 13F Empower Advisory Group, LLC 1.615 -10,82 235 -7,84
2026-05-12 13F Community Bank, N.A. 31.462 -2,96 4.585 0,26
2026-05-15 13F Evelyn Partners Asset Management Ltd 483 0,00 70 2,94
2026-04-08 13F Arlington Trust Co LLC 0 -100,00 0
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-04-29 13F Harbour Capital Advisors, LLC 6.150 0,00 957 9,12
2026-04-24 13F Medallion Wealth Advisors, LLC 416 0,00 61 3,45
2026-02-05 13F Park Square Financial Group, LLC 0 -100,00 0
2026-04-30 13F Hsbc Holdings Plc 112.144 3,89 16.344 7,34
2026-01-20 13F Signaturefd, Llc 0 -100,00 0
2026-04-10 13F Granite FO LLC 0 -100,00 0
2026-05-18 13F Ashton Thomas Securities, Llc 92 13
2026-05-13 13F/A Jpmorgan Chase & Co 787.533 -1,15 112.050 -0,28
2026-05-01 13F Harwood Advisory Group, LLC 22 3
2026-05-15 13F Evergreen Wealth Solutions, LLC 3.599 117,59 524 124,89
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 21.394 0,00 3.118 3,31
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 8.123 3,11 1.265 13,77
2026-05-06 13F Gryphon Financial Partners LLC 5.431 0,00 792 3,26
2026-04-17 13F Baker Ellis Asset Management LLC 3.517 0,00 513 3,23
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-05-08 13F SHP Wealth Management 182 13,75 27 18,18
2026-04-20 13F Eagle Strategies LLC 12.018 -2,74 1.751 0,52
2026-05-15 13F Pingora Partners LLC 75 0,00 11 0,00
2026-05-15 13F Fmr Llc 1.927.770 -0,35 280.953 2,97
2026-05-08 13F Prime Capital Investment Advisors, LLC 4.920 18,01 717 21,94
2026-05-12 13F Creative Planning 133.277 -4,18 19.424 -1,00
2026-04-10 13F Naviter Wealth, LLC 11.211 0,00 1.634 3,29
2026-02-11 13F Parallel Advisors, LLC 17.871 25,31 2.521 26,57
2026-04-20 13F Tower View Investment Management & Research LLC 61 0,00 9 0,00
2026-04-30 13F Private Trust Co Na 8.886 -4,26 1.295 -1,07
2026-05-14 13F Atomi Financial Group, Inc. 17.081 739,36 2.489 767,25
2026-05-13 13F Cetera Investment Advisers 431.101 -0,26 62.829 3,05
2026-05-12 13F Matters Capital Llc 15.746 0,20 2.295 3,52
2026-05-08 13F Nuance Investments, Llc 25.440 -57,74 3.708 -56,34
2026-04-17 13F Tectonic Advisors Llc 22.401 3,14 3.265 6,56
2026-05-08 13F Smithfield Trust Co 614 -8,90 0
2026-05-15 13F Bragg Financial Advisors, Inc 4.377 1,46 638 4,77
2026-04-24 13F Keybank National Association/oh 198.559 -0,55 28.938 2,75
2026-05-05 13F Aventura Private Wealth, LLC 324 0,00 47 4,44
2026-05-15 13F/A EverSource Wealth Advisors, LLC 3.635 -24,19 530 -21,75
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-15 13F Widmann Financial Services, Inc. 27.684 1,51 4.035 4,89
2026-05-12 13F TIAA Wealth Investment Management LLC 13.618 1.938
2026-05-12 13F Ark & Tlk Investments, Llc 28.477 0,00 4.150 3,34
2026-05-15 13F Tradition Wealth Management, LLC 13.781 0,00 2.008 3,35
2026-02-05 13F GSB Wealth Management, LLC 0 -100,00 0
2026-05-12 13F Independent Advisor Alliance 16.638 963,13 2.425 1.001,82
2026-05-15 13F TCG Advisory Services, LLC 17.636 192,37 2.570 202,35
2026-05-07 13F Capital Performance Advisors Llp 1.500 -6,54 219 -3,54
2026-04-28 13F/A FLP Wealth Management, LLC 3.898 6,62 568 10,29
2026-05-19 13F Western Wealth Management, LLC 5.133 -0,12 748 3,31
2026-05-15 13F Bank Of America Corp /de/ 3.567.568 -15,78 519.937 -12,98
2026-04-16 13F Diversified Trust Co 3.897 -4,90 568 -1,90
2026-05-12 13F Argentarii, LLC 2.130 5,24 310 8,77
2026-05-06 13F FSA Advisors, Inc. 1.922 280
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-06 13F WASHINGTON TRUST Co 3.671 -14,35 535 -11,42
2026-05-07 13F Lowe Brockenbrough & Co Inc 250 0,00 36 2,86
2026-04-15 13F Trust Point Inc. 10.982 27,73 1.601 32,01
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 1.412 206
2026-05-15 13F Gateway Wealth Partners, LLC 6.470 111,71 943 118,56
2026-04-23 13F Northstar Asset Management Llc 4.953 0,00 722 3,30
2026-04-28 13F Nvest Financial, LLC 13.972 12,24 2.036 16,01
2026-05-08 13F Mathes Company, Inc. 2.500 0,00 0
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 6.518 0,00 950 3,26
2026-04-07 13F Blueline Advisors Llc 6 0,00 1
2026-05-04 13F Geneos Wealth Management Inc. 17.604 -0,53 2.566 2,76
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 178.501 3,82 26.015 7,27
2026-02-17 13F/A North Capital, Inc. 0 -100,00 0 -100,00
2026-04-29 13F Sigma Investment Counselors Inc 1.723 0,00 251 3,29
2026-05-08 13F Blair William & Co/il 17.908 0,28 2.610 3,61
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 1.185 0,25 173 3,61
2026-05-13 13F Intrepid Financial Planning Group LLC 11.868 -4,87 1.730 -1,71
2026-05-14 13F Tcw Group Inc 13.345 26,36 1.945 30,56
2026-04-22 13F Pinnacle Bancorp, Inc. 4.195 0,00 611 3,38
2026-01-30 13F BancorpSouth Bank 7.553 -0,85 1.065 0,09
2026-05-12 13F Processus Wealth & Capital Management, LLC 45.898 -0,13 6.689 3,19
2026-05-13 13F BlackRock, Inc. 8.643 -2,16 1.260 1,04
2026-05-13 13F Geometric Wealth Advisors 4.305 1,97 627 5,38
2026-04-17 13F BCS Wealth Management 3.000 -50,00 437 -48,35
2026-05-14 13F Dorsey & Whitney Trust CO LLC 4.052 -15,79 591 -12,98
2026-04-29 13F Strategic Blueprint, LLC 18.535 -8,30 2.701 -5,26
2026-05-08 13F Glenview Trust Co 7.755 -0,32 1.130 3,01
2026-05-12 13F Bank of Jackson Hole Trust 1.355 0,00 197 3,14
2026-04-07 13F Park Avenue Securities Llc 62.839 -11,27 9 0,00
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 65.325 -27,33 9.632 -26,73
2026-04-28 13F Kingswood Wealth Advisors, Llc 5.295 1,15 772 4,47
2026-04-30 13F Stegner Investment Associates Inc. 5.026 22,41 732 26,42
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 57 -1,72 8 0,00
2026-05-13 13F Monetary Management Group Inc 5.350 0,00 780 3,32
2026-05-08 13F Pnc Financial Services Group, Inc. 1.251.682 -2,37 182.420 0,88
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 9.937 1.448
2026-05-15 13F Wealth Watch Advisors, INC 1.547 196,93 225 208,22
2026-04-08 13F Sax Wealth Advisors, Llc 3.845 -2,83 542 -2,87
2026-04-28 13F Ntv Asset Management Llc 2.626 0,00 383 3,24
2026-05-05 13F Luts & Greenleigh Group, Inc 9.312 5,03 1.357 8,56
2026-05-12 13F Colonial Trust Co / SC 3.131 -7,97 456 -4,80
2026-04-22 13F Foundation Wealth Management, LLC\PA 1.743 0,00 254 3,67
2026-05-11 13F Ponta Wealth Partners, LLC 9.650 0,00 1.406 3,31
2026-05-04 13F Westside Investment Management, Inc. 200 0,00 29 3,57
2026-05-13 13F Parkside Financial Bank & Trust 7.736 12,13 1.127 15,83
2026-02-10 13F Sequent Asset Management, LLC 15.536 0,00 2.191 1,01
2026-04-09 13F Secure Asset Management, LLC 11.562 -10,26 1.685 -7,26
2026-05-11 13F Biltmore Family Office, LLC 310 -53,94 45 -52,13
2026-04-23 13F SMART Wealth LLC 3.018 1,38 440 4,77
2026-05-06 13F LPL Financial LLC 1.246.982 3,01 181.735 6,44
2026-04-27 13F Td Private Client Wealth Llc 10.938 5,93 1.594 9,48
2026-05-06 13F Crescent Grove Advisors, LLC 5.814 0,00 847 3,29
2026-04-22 13F Parcion Private Wealth LLC 3.589 0,00 523 3,36
2026-05-04 13F Wsfs Capital Management, Llc 13.693 141,37 1.996 149,38
2026-05-04 13F First Foundation Advisors 21.206 20,11 3.091 24,10
2026-04-07 13F Eastern Bank 1.719 -19,03 251 -16,39
2026-05-04 13F Chicago Partners Investment Group LLC 255.119 -3,12 39.699 1,88
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 4.289 0,12 671 10,93
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-28 13F Whittier Trust Co 17.617 -7,16 2.608 -6,02
2026-04-10 13F RTD Financial Advisors, Inc. 143.113 -0,96 20.857 2,34
2026-05-15 13F Alliancebernstein L.p. 19.130 36,74 2.698 36,75
2026-05-12 13F First Western Trust Bank 2.430 -4,41 354 -1,12
2026-01-22 13F Vicus Capital 0 -100,00 0
2026-05-01 13F Mutual Advisors, LLC 6.926 -17,46 1.009 -14,71
2026-01-16 13F Trust Co Of Vermont 1.114 -3,21 157 -1,87
2026-05-14 13F Venture Visionary Partners LLC 0 -100,00 0
2026-05-14 13F Legacy Bridge, LLC 10.950 0,00 1.596 3,30
2026-04-17 13F Boston Private Wealth Llc 261.202 -0,54 38.068 2,76
2026-04-10 13F BostonPremier Wealth LLC 1.661 -0,36 242 2,98
2026-05-13 13F AE Wealth Management LLC 380.308 0,75 55.426 4,10
2026-05-15 13F Dean Investment Associates, Llc 0 -100,00 0
2026-05-07 13F Basepoint Wealth LLC 738 0,27 108 3,88
2026-05-01 13F New Republic Capital, LLC 737 5,29 107 9,18
2026-05-05 13F Eukles Asset Management 21.128 12,57 3.079 16,32
2026-04-23 13F Interchange Capital Partners, LLC 0 -100,00 0
2026-04-22 13F Caldwell Trust Co 17 0,00 2 0,00
2026-05-11 13F Becker Capital Management Inc 2.395 0,04 349 3,56
2026-04-07 13F CoreCap Advisors, LLC 778 -97,79 113 -97,72
2026-05-14 13F Vivaldi Capital Management, LLC 1.405 205
2026-05-07 13F Johnson Financial Group, Inc. 7.411 16,21 1.080 20,13
2026-05-08 13F Cornerstone Financial Management LLC 11 0,00 2 0,00
2026-05-14 13F Zacks Investment Management 1.471 214
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 7.582 -5,43 1.105 -2,21
2026-05-06 13F Aire Advisors, Llc 2.189 0,09 319 3,25
2026-05-15 13F Legend Capital Advisors LLC 144 21
2026-04-28 13F Indiana Trust & Investment Management CO 80 0,00 12 0,00
2026-05-04 13F SJA Financial Advisory, LLC 10.434 -0,48 1.521 2,84
2026-04-17 13F Union Savings Bank 1.990 0,00 290 3,57
2026-05-14 13F Ade, Llc 7.574 0,08 1.104 3,37
2026-05-15 13F Cresset Asset Management, LLC 14.467 3,51 2.109 6,95
2026-01-29 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-04-15 13F Verum Partners LLC 1.375 200
2026-05-07 13F Principle Wealth Partners Llc 4.110 0,00 599 3,28
2026-05-15 13F Quantinno Capital Management LP 33.656 17,23 4.905 21,14
2026-05-05 13F Duncan Williams Asset Management, LLC 0 -100,00 0
2026-04-20 13F BTC Capital Management, Inc. 2.619 -17,67 382 -14,96
2026-05-15 13F Van Den Berg Management I, Inc 368 -59,69 54 -58,59
2026-05-06 13F Avalon Trust Co 600 0,00 87 3,57
2026-04-20 13F Apella Capital, LLC 4.192 16,48 654 28,80
2026-05-04 13F Inlight Wealth Management, LLC 54.103 -1,34 7.885 1,94
2026-05-06 13F Assetmark, Inc 39.569 -10,28 5.767 -7,30
2026-05-08 13F Russell Investments Group, Ltd. 3.494 34,49 509 39,07
2026-04-07 13F Anderson Hoagland & Co 3.100 0,00 452 3,20
2026-01-20 13F Maryland Capital Advisors Inc. 2.028 0,00 286 1,06
2026-04-28 13F Belpointe Asset Management LLC 8.280 23,34 1.207 27,48
2026-04-17 13F Roxbury Financial LLC 177 0,00 26 4,17
2026-04-27 13F Pensionmark Financial Group, Llc 6.067 -9,04 884 -5,96
2026-04-23 13F Financial Guidance Group, Inc. 9.616 -1,28 1.401 2,04
2026-04-24 13F National Asset Management, Inc. 5.916 -2,42 842 -1,64
2026-04-23 13F American National Bank 94 0,00 14 0,00
2026-02-06 13F Global Retirement Partners, LLC 32.597 70,75 4.598 72,43
2026-05-05 13F Gallacher Capital Management LLC 1.755 0,00 256 3,24
2026-05-07 13F First Command Advisory Services, Inc. 1.414 0,00 206 3,52
2026-05-19 13F McIlrath & Eck, LLC 614 19,46 89 23,61
2026-01-30 13F Caldwell Securities, Inc 65 0,00 9 0,00
2026-05-28 13F Cozad Asset Management Inc 8.466 0,01 1.234 3,35
2026-05-05 13F UBS Group AG 1.778.173 8,43 259.151 12,03
2026-05-08 13F Vanguard Advisers Inc 2.546 371
2026-05-14 13F RPg Family Wealth Advisory, LLC 12.123 7,58 1.767 11,14
2026-04-23 13F North Star Investment Management Corp. 494 0,00 72 2,90
2026-04-28 13F Golden State Equity Partners 2.363 344
2026-04-30 13F Verdence Capital Advisors LLC 2.002 6,15 292 9,40
2026-04-15 13F Norden Group Llc 9.559 0,42 1.393 3,80
2026-05-14 13F Rockefeller Capital Management L.P. 177.890 -10,26 25.926 -7,28
2026-05-29 13F Keel Point, LLC 6.835 19,77 996 23,88
2026-04-14 13F Cohen Capital Management, Inc. 2.530 0,08 369 3,37
2026-05-15 13F Westwood Holdings Group Inc 0 -100,00 0
2026-04-30 13F Conning Inc. 59.718 24,30 8.703 28,44
2026-04-17 13F First Citizens Asset Management, Inc. 164.471 5,66 23.970 9,18
2026-04-07 13F City Center Advisors, LLC 4.864 2,08 709 5,36
2026-04-24 13F Berkeley, Inc 3.829 -5,71 558 -2,62
2026-05-15 13F Smartleaf Asset Management LLC 105 0,00 15 0,00
2026-04-20 13F First Bancorp, Inc /ME/ 3.010 0,00 439 3,30
2026-05-11 13F Sittner & Nelson, Llc 20 0,00 3 -33,33
2026-04-07 13F Cooper Financial Group 2.059 -36,78 300 -34,64
2026-05-13 13F Lloyd Advisory Services, LLC. 98.615 3.272,61 14.372 3.388,35
2026-04-28 13F Appleton Partners Inc/ma 2.946 -0,34 0
2026-05-14 13F Sentinel Advisory Group, LLC 65.328 9.521
2026-04-22 13F Ticino Wealth 39.002 -9,52 6.711 10,38
2026-04-21 13F Laurel Oak Wealth Management, Llc 14.178 -4,78 2.066 -1,62
2026-04-30 13F Equitable Trust Co 22.105 -5,11 3.222 -1,95
2026-05-08 13F Addison Advisors LLC 743 0,00 108 3,85
2026-05-12 13F KilterHowling LLC 2.316 0,30 338 3,69
2026-05-15 13F Wellington Management Group Llp 0 -100,00 0
2026-05-01 13F Pacific Life Fund Advisors LLC 606.826 -14,15 88.439 -11,30
2026-05-14 13F Neuberger Berman Group LLC 9.508 0,00 1.386 3,28
2026-02-13 13F Nicolet Advisory Services, Llc 1.894 -30,14 278 -26,65
2026-04-21 13F One Wealth Advisors, LLC 0 -100,00 0
2026-05-11 13F Savvy Advisors, Inc. 3.570 -9,34 520 -6,31
2026-04-15 13F Oak Asset Management, LLC 3.811 555
2026-04-29 13F BHK Investment Advisors, LLC 13.596 -0,72 1.982 2,59
2026-04-23 13F Cornerstone Wealth Management, LLC 7.377 -0,85 1.075 2,48
2026-04-13 13F IFP Advisors, Inc 14.659 -32,97 2.136 -30,74
2026-05-15 13F Morgan Stanley 8.065.380 -0,08 1.175.449 3,25
2026-05-04 13F Savant Capital, LLC 80.966 -0,32 11.800 2,99
2026-05-07 13F Key Capital Management, INC 31.271 90,07 4.557 96,42
2026-05-13 13F First Citizens Bank & Trust Co 2.666.348 -2,42 388.594 0,83
2026-05-07 13F Liberty Square Wealth Partners Llc 2.662 0,00 388 3,20
2026-05-11 13F Rahlfs Capital, Llc 1.850 0,00 270 3,46
2026-02-05 13F Blume Capital Management, Inc. 0 -100,00 0
2026-04-30 13F Cedar Mountain Advisors, LLC 251.582 -0,97 36.666 2,33
2026-05-05 13F HighTower Advisors, LLC 218.629 0,04 31.863 3,37
2026-05-06 13F Hartland & Co., LLC 82.787 -1,89 12.065 1,38
2026-05-04 13F Glassman Wealth Services 1.645 0,00 240 3,02
2026-05-12 13F One Capital Management, LLC 77.058 -14,22 11.231 -11,37
2026-05-13 13F Kennedy Capital Management, Inc. 37.993 -6,21 5.537 -3,08
2026-04-29 13F Lmcg Investments, Llc 0 -100,00 0
2026-05-01 13F Trifecta Capital Advisors, LLC 220 0,00 32 3,23
2026-05-04 13F Foundation Wealth Management, LLC 1.661 0,12 242 3,42
2026-04-08 13F Asempa Wealth Advisors 8.289 -2,62 1.216 1,33
2026-05-01 13F Pittenger & Anderson Inc 3.000 0,00 437 3,31
2026-04-21 13F Gilpin Wealth Management, Llc 1.700 0,00 248 3,35
2026-04-13 13F Gill Capital Partners, Llc 16 2
2026-05-15 13F Talon Private Wealth, LLC 0 -100,00 0
2026-05-01 13F Legacy Financial Strategies, LLC 2.070 0,00 302 3,44
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 2.194 0,00 320 3,24
2026-05-12 13F CIBC Bancorp USA Inc. 164.113 22,18 23.918 27,48
2026-05-14 13F Bank Of Hawaii 16.891 -8,27 2.462 -5,24
2026-04-27 13F Moran Wealth Management, LLC 2.393 20,86 349 24,73
2026-05-14 13F Hara Capital LLC 148 0,00 22 5,00
2026-04-23 13F Drucker Wealth 3.0, LLC 3.344 -0,30 487 2,96
2026-05-12 13F Tiaa Trust, National Association 216.645 -93,57 31.574 -93,36
2026-04-09 13F Diversified Management Inc 5.600 94,78 816 101,48
2026-04-15 13F City Holding Co 27.004 1,33 3.936 4,71
2026-05-14 13F Betterment LLC 1.478.807 -4,63 216 -1,38
2026-05-01 13F Associated Banc-corp 1.575 0,00 230 3,15
2026-05-15 13F Tudor Investment Corp Et Al 1.833 267
2026-04-13 13F GoalVest Advisory LLC 652 -0,91 95 3,26
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 34 0,00 5 0,00
2026-04-29 13F CVA Family Office, LLC 112 0,00 16 6,67
2026-05-01 13F Bensler, LLC 4.311 0,02 628 3,46
2026-04-17 13F Viewpoint Capital Management LLC 7.299 0,00 1.064 3,30
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 17.580 -0,59 2.603 0,62
2026-04-28 13F Robertson Stephens Wealth Management, LLC 4.408 -2,80 642 0,47
2026-05-08 13F Millington Financial Advisors, LLC 2.500 0,00 389 2,37
2026-04-20 13F Tranquility Partners, LLC 6.967 0,00 943 -4,07
2026-04-17 13F Legacy Wealth Partners, LLC 2.708 10,26 395 13,87
2026-05-04 13F Sfam, Llc 89 0,00 13 0,00
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 3.344 7,21 487 10,93
2026-05-04 13F Copia Wealth Management 308 2,67 45 4,76
2026-05-19 13F Front Row Advisors LLC 109 0,00 16 0,00
2026-05-14 13F Synergy Financial Group, LTD 1.455 212
2026-04-16 13F Brookstone Capital Management 5.947 -2,51 867 0,70
2026-05-15 13F Breakwater Investment Management 55 0,00 8 14,29
2026-04-20 13F Foster Victor Wealth Advisors, LLC 2.327 2,06 357 5,62
2026-04-21 13F Old National Bancorp /in/ 4.809 -6,33 701 -3,31
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 163.760 22,07 23.098 23,27
2026-02-20 13F SB Capital Management Inc 7.411 1.045
2026-05-06 13F Postrock Partners Llc 2.306 0,00 336 3,38
2026-05-08 13F Gen-Wealth Partners Inc 246 0,82 36 2,94
2026-04-27 13F Level Wealth Management LLC 2.448 357
2026-05-15 13F National Philanthropic Trust 8.522 0,00 1.242 3,24
2026-04-28 13F Atticus Wealth Management, Llc 2.590 -14,63 377 -11,71
2026-05-13 13F Ameritas Investment Partners, Inc. 386 0,26 56 3,70
2026-05-12 13F Fiera Capital Corp 1.634 0,00 238 3,48
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 8.546 4,04 1.245 7,51
2026-05-11 13F HBK Sorce Advisory LLC 24.084 8,63 3.803 12,79
2026-05-15 13F 10Elms LLP 37 0,00 5 0,00
2026-04-08 13F Lpwm Llc 226.691 -2,10 33.038 1,15
2026-05-01 13F Rossmore Private Capital 210 0,00 31 3,45
2026-04-22 13F Coastal Investment Advisors, Inc. 1.128 5,82 164 9,33
2026-05-14 13F Evoke Wealth, Llc 6.001 0,52 875 3,80
2026-05-13 13F Argent Trust Co 2.346 7,57 342 11,07
2026-04-16 13F Financial Management Network Inc 4.122 0,02 627 6,81
2026-04-08 13F Stephens Group Asset Management, Llc 713.481 0,16 103.983 3,49
2026-04-27 13F PFG Investments, LLC 3.384 -14,78 493 -11,96
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-04-15 13F Monument Capital Management 45.930 6.694
2026-05-01 13F Richardson Financial Services Inc. 1.018 0,00 148 3,50
2026-04-17 13F Signal Advisors Wealth, LLC 5.063 -2,75 738 0,41
2026-05-15 13F Port Capital LLC 4.249 -1,76 619 1,48
2026-05-08 13F SYM FINANCIAL Corp 1.664 0,00 243 3,42
2026-05-13 13F Triumph Capital Management 211 0,00 31 3,45
2026-05-11 13F Sage Mountain Advisors LLC 1.842 0,00 268 3,47
2026-04-20 13F City State Bank 444 2,30 65 4,92
2026-05-11 13F Granville Capital, Inc. 9.701 0,00 1.414 3,29
2026-04-14 13F Focus Financial Network, Inc. 33.008 1,16 4.811 4,52
2026-05-13 13F Prudential Financial Inc 1.770 -62,89 258 -62,15
2026-02-11 13F Winnow Wealth Llc 0 -100,00 0
2026-04-16 13F Evolve Private Wealth, Llc 2.503 365
2026-05-14 13F Rialto Wealth Management, LLC 913 -18,12 133 -15,29
2026-05-14 13F 1832 Asset Management L.P. 1.431 0,00 209 3,48
2026-04-17 13F Willner & Heller, Llc 4.052 0,07 591 3,33
2026-01-29 13F Concurrent Investment Advisors, LLC 5.344 57,13 754 58,53
2026-05-01 13F Valmark Advisers, Inc. 2.688 -0,74 392 2,62
2026-04-17 13F United Advisor Group, LLC 2.249 -15,04 328 -12,33
2026-04-08 13F Grove Bank & Trust 3.141 -1,75 458 1,56
2026-04-27 13F Truist Financial Corp 437.111 -0,55 63.705 2,76
2026-05-05 13F Allspring Global Investments Holdings, LLC 19.570 -56,53 2.871 -55,28
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 3.373 0,00 492 3,37
2026-05-15 13F NorthRock Partners, LLC 7.403 -3,19 1.079 0,00
2026-05-29 13F Asset Dedication, LLC 573 0,00 84 3,75
2026-05-11 13F Umb Bank N A/mo 57.649 -11,14 8.402 -8,19
2026-01-28 13F Dentgroup LLC 7.834 -1,47 1.105 -0,54
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-07 13F JMG Financial Group, Ltd. 74.147 -0,65 10.806 2,66
2026-05-12 13F Strategic Wealth Partners, Ltd. 57 0,00 8 0,00
2026-05-06 13F Modera Wealth Management, LLC 47.588 -0,71 6.935 2,60
2026-05-11 13F Legacy Edge Advisors, LLC 56.398 -2,01 8.219 1,24
2026-05-15 13F Keating Financial Advisory Services, Inc. 2.132 0,00 311 3,33
2026-04-23 13F Summit Wealth Group Llc / Co 50.732 196,04 7.418 206,87
2026-04-27 13F Portland Financial Advisors Inc 0 -100,00 0
2026-04-14 13F Clean Yield Group 0 -100,00 0
2026-05-13 13F Monograph Wealth Advisors, Llc 0 -100,00 0
2026-05-04 13F Retirement Income Solutions, Inc 3.478 0,00 507 3,27
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 81 189,29 12 266,67
2026-05-04 13F Envestnet Asset Management Inc 941.353 -6,50 137.193 -3,39
2026-05-14 13F Northern Trust Corp 115.894 -4,41 16.890 -1,23
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-27 13F Tsfg, Llc 861 -45,88 0
2026-05-14 13F Capital Analysts, Inc. 906 -80,54 0
2026-04-17 13F Bell Investment Advisors, Inc 6 0,00 1
2026-05-15 13F Change Path, LLC 3.489 10,73 508 14,41
2026-04-17 13F Richards, Merrill & Peterson, Inc. 379 0,00 55 3,77
2026-04-08 13F Holos Integrated Wealth LLC 767 0,00 114 3,67
2026-04-10 13F Abound Wealth Management 102 0,00 15 0,00
2026-04-30 13F Villere St Denis J & Co Llc 2.033 0,00 296 3,50
2026-04-14 13F Patriot Investment Management Inc. 2.416 0,00 352 3,53
2026-05-15 13F Mercer Global Advisors Inc /adv 35.025 -20,21 5.105 -17,56
2026-05-01 13F McCarthy Grittinger Financial Group, LLC 88 0,00 13 0,00
2026-04-20 13F LifeWealth Investments, LLC 76.894 15,53 11.206 19,38
2026-04-22 13F Apollon Wealth Management, LLC 4.544 -45,64 662 -43,85
2026-04-15 13F DAVENPORT & Co LLC 6.489 0,67 946 3,96
2026-05-14 13F Brown Brothers Harriman & Co 19.130 -0,04 2.788 3,30
2026-05-05 13F Cherry Tree Wealth Management, LLC 2.676 -4,12 390 -0,76
2026-05-15 13F Aqr Capital Management Llc 17.940 47,39 2.615 52,33
2026-04-24 13F My Purposeful Wealth Corp. 4.838 -1,16 705 2,17
2026-05-08 13F Truepoint, Inc. 7.966 -0,25 1.161 3,11
2026-04-17 13F Fifth Third Wealth Advisors LLC 5.939 28,55 866 32,87
2026-04-20 13F YANKCOM Partnership 1 -93,75 0 -100,00
2026-05-01 13F FDx Advisors, Inc. 1.686 2,74 0
2026-04-16 13F Telos Capital Management, Inc. 18.489 3,33 2.695 6,78
2026-04-15 13F Snider Financial Group 1.516 -21,12 221 -18,82
2026-04-16 13F Capital Investment Advisors, LLC 2.957 -0,81 431 2,38
2026-04-20 13F Corundum Group, Inc. 68.811 1,36 10.029 4,73
2026-04-23 13F SJS Investment Consulting Inc. 4 1
2026-05-12 13F Wescott Financial Advisory Group, LLC 180.890 -11,99 26.363 -9,07
2026-05-18 13F Centaurus Financial, Inc. 1.277 2,16 0
2026-04-08 13F Legacy Wealth Asset Management, LLC 0 -100,00 0
2026-05-12 13F M&t Bank Corp 151.996 -4,09 22.152 -0,90
2026-05-01 13F Fifth Third Bancorp 203.918 71,34 29.719 77,04
2026-04-17 13F Atlas Brown,Inc. 20.243 -2,04 2.950 1,24
2026-04-14 13F R.H. Investment Group, LLC 2.688 408
2026-05-11 13F Nomura Asset Management Co Ltd 12.600 1.836
2026-05-13 13F Adviser Investments LLC 15.146 -34,24 2.207 -32,05
2026-05-01 13F Johnson Investment Counsel Inc 85.121 -2,03 12.406 1,22
2026-05-11 13F Madden Advisory Services, Inc. 1.559 3,38 227 7,08
2026-04-13 13F St Germain D J Co Inc 1.124 -2,18 164 0,62
2026-05-12 13F Tme Financial, Inc. 1.692 -4,30 247 -1,20
2026-04-28 13F Stratos Wealth Partners, LTD. 16.699 38,43 2.434 43,03
2026-04-10 13F Field & Main Bank 134 0,00 20 5,56
2026-04-10 13F Perigon Wealth Management, LLC 2.759 -15,65 402 -12,80
2026-05-14 13F Synergy Investment Management, LLC 1.056 154
2026-04-21 13F Northern Lights Advisors, Inc. 4.085 0,00 595 3,30
2026-05-01 13F Avion Wealth 167 -13,02 0
2026-05-15 13F Goldman Sachs Group Inc 195.387 66,93 28.476 72,48
2026-05-08 13F Fortis Group Advisors, LLC 5 0,00 1
2026-04-09 13F Park Place Capital Corp 0 -100,00 0
2026-04-20 13F Parkway Wealth Management Group, LLC 165.570 -0,91 25.198 6,91
2026-04-30 13F Kestra Advisory Services, LLC 171.130 7,82 24.941 11,40
2026-05-15 13F Advisory Services Network, LLC 20.644 16,17 3.009 20,03
2026-05-15 13F Fiduciary Trust Co 1.422 -34,65 207 -32,35
2026-04-07 13F Five Oceans Advisors 7.166 0,00 1.044 3,37
2026-04-16 13F Phillips Financial Management, Llc 48 -98,92 7 -99,04
2026-05-14 13F Providence Capital Advisors, LLC 1.245 -45,42 181 -43,61
2026-05-15 13F Ancora Advisors, LLC 2.528 0,00 368 3,37
2026-04-09 13F Noble Family Wealth, LLC 16.825 -0,77 2.452 2,55
2026-05-08 13F Resources Investment Advisors, LLC. 2.050 -7,24 299 -4,18
2026-05-11 13F MCF Advisors LLC 6.418 0,02 935 3,31
2026-05-07 13F Washington Trust Bank 6.272 -7,74 914 -4,59
2026-04-28 13F Arbor Investment Advisors, LLC 1.497 0,00 218 3,32
2026-05-07 13F Ironwood Investment Counsel, LLC 16.878 -11,07 2.460 -8,11
2026-04-20 13F Ritholtz Wealth Management 2.072 302
2026-05-06 13F Mechanics Financial Corp 197 0,00 29 3,70
2026-05-04 13F Calamos Advisors LLC 1.726 252
2026-05-11 13F Rossby Financial, LCC 350 -44,18 51 -42,05
2026-05-13 13F NewEdge Wealth, LLC 39.092 -4,57 5.697 -1,40
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-30 13F Mosaic Family Wealth Partners, Llc 7.897 1.151
2026-05-14 13F Aft, Forsyth & Company, Inc. 1.789 0,06 261 3,17
2026-05-18 13F Arkadios Wealth Advisors 14.613 6,87 2.130 10,43
2026-05-01 13F Monetary Solutions, Ltd 150 0,00 22 0,00
2026-05-15 13F Earnest Partners Llc 61.606 -70,22 8.978 -69,23
2026-04-13 13F Enclave Advisors LLC 3.931 4,52 573 7,92
2026-05-15 13F Hancock Whitney Corp 3.060 -1,03 475 8,72
2026-04-27 13F Albion Financial Group /ut 162 0,00 24 4,55
2026-04-21 13F First United Bank Trust/ 2.981 -3,71 434 -0,46
2026-05-14 13F Guardian Asset Advisors, LLC 3.934 7,19 573 10,83
2026-04-13 13F Highland Capital Management, Llc 3.671 0,00 535 3,48
2026-04-13 13F Cyndeo Wealth Partners, LLC 1.405 -51,33 205 -49,88
2026-02-17 13F SageView Advisory Group, LLC 10.330 -0,65 1.457 0,28
2026-05-13 13F Signature Equity Partners, LLC 247 7,86 36 9,38
2026-02-12 13F Burke & Herbert Bank & Trust Co 0 -100,00 0
2026-04-22 13F Spire Wealth Management 4.861 0,73 708 4,12
2026-05-05 13F Atria Investments Llc 5.252 -53,09 765 -51,55
2026-05-14 13F Horizon Investments, LLC 6 1
2026-04-21 13F Mesirow Financial Investment Management, Inc. 10.990 149,77 1.602 158,23
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 75.215 0,55 10.962 3,89
2026-04-24 13F Bayban 1.966 0,00 287 3,25
2026-04-21 13F Nemes Rush Group LLC 30 0,00 4 0,00
2026-04-15 13F Register Financial Advisors LLC 254 0,00 37 5,71
2026-04-13 13F Chesley Taft & Associates LLC 1.661 0,00 242 3,42
2026-04-21 13F Pinnacle Associates Ltd 2.984 0,00 435 3,33
2026-05-15 13F AlphaCore Capital LLC 1.324 131,87 193 140,00
2026-02-06 13F New Millennium Group LLC 27 0,00 4 0,00
2026-04-24 13F Stock Yards Bank & Trust Co 21.568 6,49 3.143 10,05
2026-05-14 13F Regal Investment Advisors LLC 2.363 13,01 344 17,01
2026-04-27 13F Meramec Financial Planners, LLC 2.501 -31,63 392 -29,68
2026-05-05 13F Theory Financial Llc 2.293 0,00 334 -1,47
2026-04-08 13F Evanson Asset Management, LLC 3.700 0,03 539 3,45
2026-04-23 13F Global Trust Asset Management, LLC 220 -10,20 32 -5,88
2026-05-14 13F Hrt Financial Lp 11.734 2
2026-04-29 13F W Advisors, Llc 0 -100,00 0
2026-05-11 13F Integrity Alliance, Llc. 4.056 2,84 591 6,29
2026-04-30 13F Roman Butler Fullerton & Co 2.163 0,09 328 2,18
2026-02-11 13F Brandywine Global Investment Management, LLC 247 -49,49 35 -50,00
2026-04-14 13F Nova Wealth Management, Inc. 252 0,00 37 2,86
2026-04-14 13F Builder Investment Group Inc /adv 2.540 0,00 370 3,35
2026-05-11 13F Vantagepoint Investment Advisers Llc 770.873 -1,46 112.347 1,82
2026-04-15 13F Planning Directions Inc 2.712 6,60 395 10,34
2026-05-14 13F Evergreen Capital Management Llc 104.483 3,46 15.227 6,91
2026-04-08 13F TOWER TRUST & INVESTMENT Co 190 0,00 28 3,85
2026-04-22 13F Coston, McIsaac & Partners 1.623 0,00 0
2026-05-08 13F Firestone Capital Management 3.010 1,69 439 5,04
2026-04-24 13F KC Investment Advisors, LLC 3.720 38,24 542 43,01
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 65.763 -16,92 9.648 -13,90
2026-04-16 13F Capital Advisors, Ltd. LLC 100 0,00 0
2026-05-01 13F Sovran Advisors, LLC 2.325 -0,26 364 5,20
2026-05-12 13F GGM Financials LLC 39 30,00 6 25,00
2026-04-24 13F Vertrix Wealth Management, LLC 12.112 1.765
2026-04-16 13F XML Financial, LLC 67.792 0,19 9.880 3,53
2026-05-11 13F Partners in Financial Planning 2.916 0,07 425 3,41
2026-01-26 13F Thomasville National Bank 5.988 0,00 845 0,96
2026-05-15 13F Tower Research Capital LLC (TRC) 5.679 828
2026-04-07 13F Fragasso Group Inc. 1.902 282
2026-05-05 13F Bank of New York Mellon Corp 76.849 16,04 11.200 19,91
2026-04-23 13F Simmons Bank 3.698 0,00 539 3,26
2026-05-15 13F Pin Oak Investment Advisors Inc 128 0,00 0
2026-05-12 13F Belvedere Trading LLC Call 1.700 248
2026-05-12 13F Belvedere Trading LLC Put 100 15
2026-05-07 13F Next Capital Management LLC 3.712 65,27 541 70,89
2026-01-29 13F Vanguard Group Inc 17.735 -0,06 2.502 0,93
2026-04-28 13F Fortis Capital Advisors, LLC 8.280 23,34 1.207 27,48
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-04-30 13F Ibex Wealth Advisors 1.698 247
2026-04-24 13F Bellevue Asset Management, Llc 200 0,00 29 3,57
2026-05-13 13F SRS Capital Advisors, Inc. 128.308 -13,17 18.700 -3,12
2026-05-15 13F NCM Capital Management, LLC 3.100 0,00 452 3,20
2026-04-10 13F Lwm Advisors Inc 32.723 -4,19 4.769 -1,02
2026-04-16 13F Rockland Trust Co 4.734 3,18 690 6,49
2026-05-04 13F 1st Source Bank 3.652 0,00 532 3,30
2026-05-14 13F Pinnacle Financial Partners, Inc. 152.784 5,72 22.270 9,24
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 18 -93,57 3 -94,87
2026-04-29 13F American Capital Advisory, LLC 220 0,00 32 3,23
2026-04-20 13F Dagco, Inc. 2.866 0,00 418 3,22
2026-04-15 13F Trust Co Of Toledo Na /oh/ 251 0,00 37 2,86
2026-04-30 13F SkyOak Wealth, LLC 1.969 0,00 287 3,25
2026-05-05 13F Howard Capital Management Inc. 2.027 0,00 295 3,51
2026-04-30 13F Madison Wealth Partners, Inc 1.969 7,36 287 11,24
2026-05-15 13F Citadel Advisors Llc Call 3.300 -28,26 481 -25,93
2026-05-13 13F Lido Advisors, LLC 321.226 6,88 46.816 10,60
2026-05-06 13F Quest 10 Wealth Builders, Inc. 7.372 1,29 1.074 4,68
2026-05-12 13F Jane Street Group, Llc Call 2.700 393
2026-05-12 13F Jane Street Group, Llc 10.811 1.576
2026-05-13 13F Douglass Winthrop Advisors, LLC 1.942 0,00 283 3,66
2026-05-13 13F May Barnhard Investments LLC 35.917 -3,39 5.235 -0,19
2026-05-14 13F MRP Capital Investments, LLC 122 18
2026-05-08 13F STAR Financial Bank 6.314 -7,99 920 -4,86
2026-05-06 13F Meridian Wealth Management, LLC 14.198 36,53 2.069 41,13
2026-05-12 13F Guidance Point Advisors, LLC 3.600 0,31 525 3,56
2026-05-11 13F New Age Alpha Advisors, LLC 22.173 130,99 3.231 138,80
2026-04-08 13F Miracle Mile Advisors, LLC 3.372 -0,82 491 2,51
2026-04-10 13F Prosperity Planning, Inc. 6.102 -0,18 889 3,13
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 2.035 0,00 297 3,14
2026-04-06 13F Private Client Services, Llc 2.630 -10,54 383 -7,49
2026-04-14 13F SNS Financial Group, LLC 1.808 0,00 263 3,14
2026-04-15 13F LongView Wealth Management 3.518 13,05 541 18,16
2026-05-08 13F Compass Capital Corp /ma/ /adv 1.820 0,00 286 2,89
2026-04-17 13F Provident Wealth Management, LLC 596 0,00 87 2,38
2026-04-07 13F Farmers Trust Co 1.485 0,00 216 3,35
2026-04-24 13F Fulton Bank, N.a. 2.839 0,00 414 3,25
2026-05-08 13F Align Financial, LLC 1.589 -99,29 232 3,13
2026-05-12 13F Insigneo Advisory Services, Llc 1.410 205
2026-04-28 13F Q3 Asset Management 18.551 -7,91 3 0,00
2026-05-07 13F Sagespring Wealth Partners, Llc 1.771 -2,05 258 1,18
2026-04-24 13F Oakworth Capital, Inc. 1.283 0,00 187 3,33
2026-04-29 13F/A Salem Investment Counselors Inc 144 21
2026-05-01 13F Wealthspire Advisors, LLC 17.742 -7,31 2.586 -4,22
2026-05-16 13F Sunbelt Securities, Inc. 158 -69,14 23 -68,06
2026-04-07 13F Holland Advisory Services, Inc. 2.797 0,21 408 3,56
2026-04-21 13F GHP Investment Advisors, Inc. 1.797 0,00 262 3,16
2026-01-20 13F SOA Wealth Advisors, LLC. 0 -100,00 0
2026-04-22 13F Harbor Asset Planning, Inc. 692 0,44 101 3,09
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-05-11 13F Ashton Thomas Private Wealth, LLC 34.472 -1,10 5.024 2,18
2026-04-27 13F Insight Inv LLC 1.752 -6,06 255 -3,04
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-05-06 13F Bartlett & Co. Wealth Management Llc 74.663 -7,13 11.644 2,67
2026-04-06 13F GAMMA Investing LLC 1.002 -27,81 146 -25,13
2026-05-15 13F Victory Capital Management Inc 44.200 262,30 6.442 274,48
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-30 13F Sonata Capital Group Inc 9.051 -2,43 1.319 0,84
2026-04-29 13F Duncker Streett & Co Inc 961 0,00 140 3,70
2026-04-16 13F Vaughan Nelson Investment Management, L.p. 2.050 15,17 299 18,73
2026-04-07 13F Orgel Wealth Management, LLC 1.675 244
2026-05-07 13F Cassaday & Co Wealth Management LLC 1.023.739 1,85 149.200 5,24
2026-05-14 13F Pacific Financial Group Inc 1.415 206
2026-05-14 13F Modern Wealth Management, LLC 2.060 0,88 302 4,86
2026-05-04 13F LaFleur & Godfrey LLC 1.398 204
2026-04-10 13F Ballew Advisors, Inc 5.210 -2,71 793 0,51
2026-04-13 13F Affinity Capital Advisors, LLC 10.358 -6,44 1.510 -3,33
2026-05-08 13F Vanguard National Trust Co 15.597 2.273
2026-05-15 13F Ameriprise Financial Inc 992.650 -10,45 144.807 -7,43
2026-02-11 13F Vermillion Wealth Management, Inc. 0 -100,00 0 -100,00
2026-04-17 13F CENTRAL TRUST Co 4.183 -6,90 610 -3,79
2026-05-11 13F Evermay Wealth Management Llc 107 0,00 16 0,00
2026-05-06 13F Sound View Wealth Advisors Group, LLC 7.253 0,00 1.057 3,32
2026-05-15 13F Parvin Asset Management, LLC 691 0,00 101 3,09
2026-05-11 13F Rebalance, Llc 7.933 0,32 1.156 3,68
2026-05-07 13F Sage Financial Group Inc 23.963 0,00 3.492 3,31
2026-05-11 13F High Note Wealth, LLC 992 0,00 145 3,60
2026-01-26 13F Covenant Partners, LLC 191 -99,88 27 -99,88
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 40.670 4,31 5.927 7,78
2026-04-23 13F Fairman Group, LLC 344 0,29 50 4,17
2026-05-05 13F Investment Partners, Ltd. 37.647 -2,37 5.487 0,86
2026-05-05 13F Wealthfront Advisers Llc 13.145 9,81 1.916 13,45
2026-05-13 13F Davis R M Inc 5.132 -5,09 748 -1,97
2026-04-30 13F Mv Capital Management, Inc. 9.641 9,38 1.405 13,03
2026-04-02 13F Hilltop National Bank 0 -100,00 0
2026-05-15 13F Fwl Investment Management, Llc 18 0,00 3 0,00
2026-04-16 13F Friday Financial 6.852 2,62 999 6,06
2026-02-03 13F/A Mount Yale Investment Advisors, LLC 300 40
2026-04-28 13F Nbt Bank N A /ny 2.308 0,00 336 3,38
2026-04-30 13F Money Concepts Capital Corp 429.682 -6,00 62.622 -2,88
2026-05-05 13F Wedgewood Investors Inc /pa/ 5.705 -2,46 831 0,73
2026-05-14 13F Gladstone Institutional Advisory LLC 9.177 1,93 1.337 5,36
2026-04-29 13F Cahaba Wealth Management, Inc. 3.768 -2,13 549 1,10
2026-05-07 13F Pacific Sun Financial Corp 10.877 -2,35 1.585 0,89
2026-05-07 13F Oak Harbor Wealth Partners, Llc 862 0,00 126 3,31
2026-05-04 13F Nwam Llc 2.594 -10,37 378 -11,48
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