Grundlæggende statistik
| Institutionelle ejere | 2759 total, 2751 long only, 2 short only, 6 long/short - change of 1,24% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8944 % - change of -2,67% MRQ |
| Institutionelle aktier (lange) | 547.272.714 (ex 13D/G) - change of 8,90MM shares 1,65% MRQ |
| Institutionel værdi (lang) | $ 65.592.943 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Core S&P Small-Cap ETF (GB:0JH3) har 2759 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 547,272,714 aktier. Største aktionærer omfatter Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Fmr Llc, Morgan Stanley, Envestnet Asset Management Inc, LPL Financial LLC, Jones Financial Companies Lllp, Wells Fargo & Company/mn, Raymond James Financial Inc, and Bank of New York Mellon Corp .
iShares Trust - iShares Core S&P Small-Cap ETF (LSE:0JH3) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Vision Retirement, LLC | 850 | -47,43 | 106 | -45,88 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 42 | 5 | ||||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 154.651 | -1,25 | 20.221 | 2,13 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 1.559 | 211 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 7.516 | -0,25 | 934 | 3,20 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 38.880 | 48,28 | 4.833 | 53,38 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 12.654 | 146,47 | 1.725 | 179,42 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 5.709 | -3,95 | 710 | -0,70 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 56.985 | 730,08 | 7.678 | 784,45 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 318.649 | 0,06 | 39.611 | 3,50 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 104.410 | -8,48 | 12.979 | -5,33 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 76.917 | -11,00 | 9.562 | -7,94 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 3.338 | -34,64 | 225 | -63,30 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 9.230 | -17,81 | 465 | -65,60 | ||||
| 2026-05-01 | 13F | Liquid Strategies, LLC | 149.327 | 11,47 | 18.563 | 15,30 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 370 | -20,77 | 46 | -19,64 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 20.899 | -8,51 | 2.543 | -6,09 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 5.273 | 655 | ||||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 7.556 | -0,59 | 939 | 2,85 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 522.704 | -5,13 | 64.977 | -1,87 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 12.158 | 9,80 | 1.511 | 13,61 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 4.134 | -0,72 | 519 | 3,60 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 3.480 | 5,42 | 433 | 9,09 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1.996 | 1,11 | 248 | -4,62 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 49.963 | -0,23 | 6.211 | 3,19 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 1.324.064 | 22,18 | 164.594 | 26,37 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 42.893 | -28,41 | 5.332 | -25,94 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 172.228 | -9,75 | 21.410 | -6,65 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 69.833 | -0,36 | 8.681 | 3,05 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 2.391 | -30,25 | 297 | -27,74 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.122 | 0,00 | 135 | 0,75 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 2.768 | -5,24 | 344 | -1,99 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 194.116 | -2,10 | 24.115 | 1,17 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 3.728 | -0,67 | 448 | 0,67 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 25 | 0,00 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 8.554 | 8,35 | 1.063 | 12,13 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 193.084 | -7,95 | 24.002 | -4,78 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 2.010 | 4,42 | 250 | 7,79 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 4.459 | 0,00 | 554 | 3,55 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 4.771 | 8,01 | 593 | 11,89 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Financial Life Planners | 192 | 24 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 6.527 | -7,58 | 811 | -4,36 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 41.638 | 3,27 | 5.176 | 6,83 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 7.301 | -0,94 | 908 | 2,49 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 216.568 | 1,33 | 26.922 | 4,81 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 2.050 | 0,00 | 255 | 3,25 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 6.630 | 0,23 | 824 | 3,78 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 5.054 | -7,13 | 698 | 0,87 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 2.278 | -20,85 | 283 | -17,97 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 6.885 | 49,09 | 856 | 54,33 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 3.141 | 0,13 | 390 | 3,45 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 2.739 | 12,53 | 340 | 16,44 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 549.283 | -2,24 | 68.281 | 1,12 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 434.480 | 2,30 | 52.216 | 3,46 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 2.749 | 0,11 | 327 | 0,00 | ||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 3.132 | -1,91 | 389 | 1,57 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 5.293 | -7,56 | 658 | -4,51 | ||||
| 2026-04-20 | 13F | Kopp Family Office, LLC | 141 | 0,00 | 18 | 6,25 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 216.066 | 0,63 | 26.859 | 4,08 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 42.150 | 1,04 | 5.240 | 4,51 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 6.884 | -1,90 | 856 | 1,42 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 30.485 | 14,03 | 3.790 | 17,93 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 2.554 | 0,00 | 317 | 3,59 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Romano Brothers And Company | 46.706 | -6,05 | 5.806 | -2,83 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.104.333 | -3,40 | 132.719 | -2,30 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 1.768 | 213 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 8.641 | 0,29 | 1.074 | 3,77 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 1.934 | -2,47 | 240 | 0,84 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 2.328 | -4,55 | 289 | -1,37 | ||||
| 2026-05-12 | 13F | Kmt Wealth Management, Llc | 8.383 | 28,14 | 1.042 | 32,57 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 295.641 | 12,88 | 38.655 | 22,81 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 38.638 | -0,42 | 4.803 | 3,00 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 2.417 | 15,48 | 300 | 19,52 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 3.321 | -0,51 | 413 | 2,74 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 2.283 | 0,04 | 284 | 3,28 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 462.245 | -4,28 | 57.462 | -0,99 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 4.605 | -18,12 | 1 | |||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 12.615 | -14,38 | 1.568 | -11,41 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 62.242 | -9,28 | 7.480 | -8,24 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 46.787 | -1,08 | 5.816 | 2,32 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 2.840 | 353 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | IMS Capital Management | 2.745 | -43,52 | 326 | -38,61 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 17.711 | 0,00 | 2.202 | 3,43 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 15.770 | 1,90 | 1.950 | 5,35 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 254.679 | 2,87 | 35.174 | 8,93 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 68.287 | 4,41 | 8.489 | 8,00 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 17.321 | 0,02 | 2.153 | 3,46 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 49.017 | 0,01 | 6.093 | 3,45 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 5.781 | 0,00 | 719 | 3,46 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 3.179 | 1,11 | 395 | 4,77 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 129.831 | 0,32 | 16.139 | 3,77 | ||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 11.752 | 0,00 | 1.461 | 3,40 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 1.954 | 0,00 | 243 | 3,42 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 3.160 | 0,03 | 393 | 3,43 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 16.900 | -5,31 | 2.101 | -2,05 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 7.727 | -2,36 | 961 | 0,95 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 2.898 | -8,52 | 360 | -5,26 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 99.452 | -2,51 | 12.363 | 0,84 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 17.339 | 101,15 | 2.155 | 108,21 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | Put | 3.000 | 373 | |||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 26.909 | 29,64 | 3.275 | 33,04 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 7.150 | 0,00 | 1 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co | 99.836 | -0,80 | 12.411 | 2,61 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 9.201 | 1,84 | 1.144 | 5,35 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 2.058 | -6,11 | 256 | -3,04 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 107.312 | 102,00 | 13.343 | 108,89 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 11.466 | -6,85 | 1.425 | -3,65 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 33.152 | 18,30 | 4.121 | 22,39 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 2.277 | -77,42 | 274 | -65,40 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 9.289 | -0,72 | 1.155 | 2,67 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 85 | 4,94 | 0 | |||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 5.600 | 8,74 | 696 | 12,62 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 26.598 | 2,14 | 3.306 | 5,66 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 86.765 | 2,10 | 10.786 | 5,60 | ||||
| 2026-02-17 | 13F | EFG International AG | 183.778 | 22.086 | ||||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 5.905 | 0,07 | 734 | 3,53 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 84.323 | -0,34 | 10.482 | 3,09 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 9.931 | 23,49 | 1.235 | 27,74 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 982 | 8,03 | 118 | 9,26 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 48.060 | 29,85 | 5.974 | 34,31 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 9.186 | -6,12 | 1.104 | -5,08 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 156.719 | 2,40 | 19.482 | 5,92 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 5.263.528 | -15,60 | 654.309 | -12,70 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 16.112 | -5,64 | 2.185 | -0,14 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 5.199 | -71,32 | 646 | -70,34 | ||||
| 2026-02-17 | 13F | Aristotle Capital Boston, LLC | 71.628 | 6,38 | 8.608 | 7,60 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 7.863 | 0,00 | 977 | 3,50 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 24.184 | -13,47 | 3.006 | -10,48 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 3.305 | 0,00 | 411 | 3,27 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 33.132 | -1,59 | 4.119 | 1,78 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1.470 | -2,65 | 183 | 0,55 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 1.640 | 204 | ||||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 2.119 | -1,21 | 263 | 2,33 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 57.543 | 6,93 | 7.162 | 10,73 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 4.289 | 138,81 | 533 | 147,91 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 121.430 | 0,19 | 15.095 | 3,62 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 8.572 | -35,90 | 1.066 | -33,73 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 107.554 | -0,74 | 12.926 | 0,39 | ||||
| 2026-04-06 | 13F | CX Institutional | 83.334 | 21,23 | 10 | 25,00 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 10.651 | -0,21 | 1.324 | 3,28 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 9.124 | -0,46 | 1.134 | 3,00 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 8.345 | -3,04 | 1.037 | 0,29 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 11.367 | 10,15 | 1.413 | 13,87 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 229.364 | 3,43 | 27.824 | 5,55 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 17.657 | 14,47 | 2.195 | 18,40 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 35.899 | -14,80 | 4.463 | -11,87 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 20.385 | -0,05 | 2.534 | 3,39 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 496 | 0,00 | 62 | 3,39 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 3.047 | 1,60 | 379 | 5,00 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2.012 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5.548 | 217,21 | 736 | 228,57 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 122.300 | -2,16 | 15.203 | 1,20 | ||||
| 2026-05-11 | 13F | Starr Indemnity & Liability Co | 320.950 | 0,00 | 39.897 | 3,44 | ||||
| 2026-05-11 | 13F | C V Starr & Co Inc | 200.458 | 0,00 | 24.919 | 3,43 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 6.019 | 8,90 | 748 | 12,65 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 112.811 | -5,19 | 14.023 | -1,93 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 6.464.078 | 5,38 | 803.550 | 9,00 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 4.128 | -1,31 | 496 | -0,20 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 4.408 | -34,75 | 548 | -32,43 | ||||
| 2026-04-21 | 13F | Corecam AG | 39.850 | -15,50 | 4.953 | -12,63 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 112.039 | -2,07 | 13.465 | -0,96 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Bailard, Inc. | 121.389 | -0,17 | 15.090 | 3,26 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 133.423 | 2,68 | 16.586 | 6,21 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 4.790 | 4,18 | 595 | 7,79 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 365.320 | 65,19 | 45.413 | 69,08 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 375 | 0,00 | 47 | 2,22 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1.840 | 0,00 | 221 | 1,38 | ||||
| 2026-05-07 | 13F | Wealthquest Corp | 25.787 | 0,00 | 3.099 | 0,00 | ||||
| 2026-04-08 | 13F | Exchange Bank | 5.939 | 6,85 | 738 | 10,64 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 20.818 | 4,25 | 2.588 | 7,84 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 4.294 | 0,00 | 534 | 3,29 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 4.336 | -4,77 | 539 | -8,49 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 25.843 | -1,16 | 3.212 | 2,23 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 11.164 | -5,29 | 1.342 | -4,21 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 74.139 | -0,47 | 9.216 | 2,96 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 1.825 | -4,15 | 227 | -0,88 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 15.807 | 1.900 | ||||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 820 | 102 | ||||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 1.755 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 13.450 | -0,49 | 1.672 | 2,96 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 1.346 | 0,00 | 167 | 3,73 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 2.162 | -3,83 | 260 | -3,00 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 1.778 | 3,01 | 221 | 6,76 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 16.835 | 2,23 | 2 | 100,00 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 807.702 | 6,58 | 97.122 | 7,84 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 43.627 | 0,23 | 5.423 | 3,69 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 11.316 | 1.407 | ||||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 174.039 | 0,00 | 21.635 | 3,43 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 2 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Alerus Financial Na | 3.791 | -0,39 | 471 | 3,06 | ||||
| 2026-05-14 | 13F | Aristides Capital LLC | 72.428 | 15,48 | 9.004 | 19,45 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 33.884 | -0,36 | 4.212 | 3,08 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 15.010 | 1,47 | 1.866 | 4,95 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 1.620 | 201 | ||||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 2.543 | 30,75 | 316 | 35,62 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 36.157 | -2,66 | 4.495 | 0,67 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 188.708 | -2,63 | 23.458 | 0,72 | ||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 70.338 | -3,86 | 8.744 | -0,56 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 36.656 | 7,73 | 4.557 | 11,42 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 10.002 | -6,36 | 1.243 | -3,12 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 14.677 | -19,71 | 1.824 | -16,98 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 4.229 | 0,00 | 526 | 3,35 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 46.968 | 4,39 | 5.839 | 7,97 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 2.444 | -24,66 | 294 | -23,90 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 3.833 | 0,18 | 476 | 3,70 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 51.472 | -8,18 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 6.308 | -2,11 | 784 | 1,29 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 1.557 | -0,51 | 211 | 3,45 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 540.469 | 0,77 | 65 | 1,59 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 136.000 | 1,49 | 16.906 | 4,98 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 2.881 | 358 | ||||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 5.756 | 0,03 | 715 | 3,47 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 5.443 | 0,02 | 677 | 3,36 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 533 | 0,00 | 73 | 5,88 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 105 | 0,00 | 13 | 8,33 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 73.254 | 6,15 | 8.804 | 7,35 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 41.307 | -36,03 | 5.135 | -33,83 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 3.992 | -5,65 | 496 | -2,36 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 15.248 | 0,01 | 1.895 | 3,44 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.745.654 | 63,38 | 209.791 | 65,37 | ||||
| 2026-05-13 | 13F | Ensign Peak Advisors, Inc | 15.166 | 1.885 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 73.975 | 1.187,87 | 9.193 | 1.232,32 | ||||
| 2026-02-17 | 13F | Common Fund For Nonprofit Organizations | 77.736 | 0,47 | 9.342 | 1,61 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 33.605.423 | 6,00 | 4.038.700 | 7,20 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 107.362 | -3,17 | 13.346 | 0,17 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 4.438 | 0,02 | 533 | 1,14 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2.243 | -1,23 | 279 | 2,21 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 78.855 | 23,02 | 9.802 | 27,25 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 403.770 | 4,51 | 50.193 | 8,10 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 33.829 | 1,71 | 4.205 | 5,20 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 8.390 | 0,00 | 1.043 | 3,37 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 3.142 | -7,91 | 391 | -4,88 | ||||
| 2026-01-23 | 13F | Blue Fin Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 251.474 | 2,85 | 31.261 | 6,38 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1.685 | 0,00 | 209 | 3,47 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 251 | -32,53 | 31 | -29,55 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 935 | 116 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 1.702 | 0,00 | 212 | 3,43 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 18.991 | 0,00 | 2.361 | 3,42 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 18.403 | 310,51 | 2.288 | 325,09 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 6.997 | -36,03 | 870 | -33,87 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 8.122 | 5,71 | 1 | |||||
| 2026-04-15 | 13F | NorthAvenue LLC | 545 | 0,00 | 68 | 3,08 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 1.879 | -39,70 | 234 | -37,70 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 11.280 | 0,43 | 1.402 | 3,93 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 93.511 | -4,94 | 11.729 | -2,99 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 559 | 16,22 | 0 | |||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2.847 | 1.205,96 | 354 | 51,50 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 28.240 | 10,61 | 3.510 | 15,38 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 7.513 | 2,72 | 903 | 3,80 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 3.041 | -4,76 | 378 | -1,57 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.967 | -7,30 | 245 | -4,31 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 157.733 | -43,65 | 19.608 | -41,71 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 2.031.625 | 1,18 | 244.161 | 2,33 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 47.513 | -6,02 | 5.906 | -2,78 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 7.116 | -1,60 | 885 | 1,73 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 40.590 | -1,26 | 5.046 | 2,13 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 852.360 | 2,11 | 106 | 5,00 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2.121.252 | -4,16 | 239.293 | -1,82 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 6.298 | 0,00 | 783 | 3,44 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 4.389 | -0,43 | 546 | 3,02 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 48.059 | 322,72 | 5.974 | 337,34 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 90.858 | 64,24 | 11.293 | 69,88 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 62.541 | 1,80 | 7.774 | 5,31 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 255.443 | 2,21 | 34.584 | 6,35 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 13.596 | 100,09 | 1.690 | 107,11 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 5.455 | -2,85 | 678 | 0,59 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 8.511 | 12,27 | 1.058 | 16,14 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 191.168 | 96,70 | 23.764 | 103,46 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 975 | 0,00 | 121 | 3,42 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 23.236 | 0,18 | 2.888 | 3,62 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 7.375 | 12,15 | 917 | 15,95 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 1.719 | 0,00 | 214 | 3,40 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 43.805 | 2,53 | 5.445 | 6,06 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.551.039 | -4,83 | 186.487 | -3,48 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 10.482 | 0,00 | 1.303 | 3,49 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 5.344 | -8,54 | 664 | -5,41 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 5.331 | -7,93 | 663 | -4,75 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1.897 | -0,37 | 236 | 3,07 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 4.581 | 6,04 | 569 | 10,92 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 1.797 | 3,51 | 223 | 7,21 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 59.238 | 2,79 | 7 | 16,67 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 18.506 | -0,15 | 2.300 | 3,28 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 240.841 | 22,02 | 29.939 | 27,64 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 5.967 | 14,22 | 742 | 18,18 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 49.815 | -14,62 | 6.193 | -11,68 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 66.693 | 0,53 | 8.291 | 3,99 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 337 | -11,78 | 42 | -8,89 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 14.064 | 0,91 | 1.748 | 4,42 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 418.893 | 2,01 | 52.073 | 5,52 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 2.839 | 353 | ||||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 14.658 | 14,20 | 1.762 | 15,48 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1.213.599 | 2,62 | 150.862 | 6,15 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Agf Management Ltd | 20.025 | -0,87 | 2.489 | 2,55 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 1.626 | 0,00 | 202 | -1,94 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2.475 | -7,27 | 308 | -4,06 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2.787 | -12,77 | 335 | -11,87 | ||||
| 2026-02-18 | 13F | State of Tennessee, Treasury Department | 127.699 | -5,21 | 16.222 | 1,34 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 24.277 | 17,46 | 2.918 | 34,98 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.981 | 149,81 | 1.489 | 158,51 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 38.807 | -2,90 | 4.824 | 0,44 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 74.557 | 3,89 | 9.268 | 7,47 | ||||
| 2026-04-14 | 13F | Legacy Trust | 77.379 | 1,38 | 9.619 | 4,86 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 323.477 | 14,85 | 40.211 | 18,80 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 1.015 | -30,86 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 11.637 | -0,58 | 1.447 | 2,84 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 44.317 | 0,19 | 5.509 | 3,65 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 2.239 | 8,74 | 278 | 2,58 | ||||
| 2026-05-14 | 13F | Signet Investment Advisory Group, Inc. | 2.507 | -4,50 | 312 | -1,27 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 5.699 | 0,00 | 745 | 8,92 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 41.774 | -11,14 | 5.193 | -8,09 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 82.730 | -2,63 | 10.284 | 0,72 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 37.382 | 2,52 | 4.647 | 6,05 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 725 | -14,61 | 90 | -11,76 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 1.609 | -0,92 | 202 | -1,94 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 2.162 | -3,14 | 269 | 0,00 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 67.181 | 1,41 | 8.351 | 4,90 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 18.527 | -4,01 | 2.303 | -0,69 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 2.728 | 0,55 | 339 | 3,99 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 273.052 | -0,75 | 32.815 | 0,38 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 3.941 | 0,25 | 474 | 1,28 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 57.558 | 94,00 | 7.155 | 100,67 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 90.685 | 5,60 | 11.237 | 8,89 | ||||
| 2026-01-23 | 13F | Founders Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 47.852 | 0,14 | 5.948 | 3,59 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 217 | -10,33 | 27 | -6,90 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.326.065 | 22,45 | 158.931 | 23,50 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 96.625 | 1,48 | 11.612 | 2,62 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 3.482 | -0,71 | 433 | 2,61 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 304.002 | 12,47 | 37.791 | 16,33 | ||||
| 2026-01-23 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 3.357 | -28,02 | 403 | -27,26 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 124.228 | 23,40 | 15.443 | 27,64 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 3.622 | -5,53 | 450 | -2,17 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 22.514 | 6,98 | 2.721 | 7,59 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 9.673 | -55,23 | 1.203 | -53,89 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 5.300 | 6,88 | 659 | 10,59 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 5.528 | 87,45 | 687 | 94,07 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 48 | 0,00 | 6 | 0,00 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 36.753 | -46,38 | 4.569 | -44,55 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 55.073 | -50,14 | 6.846 | -48,42 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 60.787 | -1,62 | 8 | 0,00 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 160.901 | -1,11 | 20.002 | 2,29 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41.016 | -3,46 | 5.099 | -0,16 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 29.342 | -8,21 | 3.648 | -5,05 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 160 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 74.719 | 24,32 | 9.288 | 28,59 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 2.365 | 0,55 | 294 | 3,90 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 45.401 | -0,96 | 5.456 | 0,17 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 14.203 | -0,94 | 1.766 | 2,44 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 49.400 | 12,96 | 6.141 | 16,84 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 1.600 | 192 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 136.206 | -19,29 | 16.932 | -16,51 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 162.669 | 13,99 | 20.221 | 17,91 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 6.199 | -45,43 | 771 | -43,63 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 26.648 | 41,99 | 3.313 | 46,87 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 2.647 | -7,74 | 329 | -4,36 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 114.077 | -9,65 | 14 | -6,67 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 172 | 0,00 | 21 | 5,00 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.773 | -23,35 | 0 | |||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 11.497 | -1,34 | 1.429 | -4,29 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 244.768 | 7,19 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.678 | 0,06 | 209 | 3,48 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 25.161 | -2,53 | 3.128 | 0,81 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 7.265 | -50,00 | 903 | -50,17 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 899 | -31,84 | 112 | -29,75 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 14.380 | -44,65 | 1.788 | -42,76 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 41.574 | 6,84 | 5.168 | 10,52 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 224 | 0,00 | 28 | 3,85 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 503 | 61 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 51.804 | 2,27 | 6.440 | 5,78 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 2.129 | 0,00 | 265 | 3,53 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 310.418 | -2,36 | 38.588 | 1,00 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 3.427 | 0,00 | 426 | 3,65 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 11.619 | 0,55 | 1.444 | 4,03 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 5.532 | 16,83 | 688 | 20,74 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 14.320 | -5,17 | 1.497 | -17,48 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 10.926 | 9,44 | 1.358 | 13,26 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 7.183 | -51,75 | 893 | -50,14 | ||||
| 2026-05-08 | 13F | Dale Q Rice Investment Management Ltd | 4.366 | 5,26 | 543 | 8,84 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 8.083 | -0,26 | 1.005 | 3,19 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 64.316 | -32,63 | 7.995 | -30,31 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 107.198 | 14,36 | 13.326 | 18,29 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 16.442 | -35,90 | 2.044 | -33,71 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 3.333 | -0,89 | 414 | 2,48 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 514 | 0,00 | 64 | 3,28 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 763 | 18.975,00 | 95 | |||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 1.242 | 154 | ||||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2.299 | 286 | ||||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 242.969 | 104,90 | 29.200 | 107,23 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 785 | -97,19 | 4 | 0,00 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 25.063 | 2,76 | 3.116 | 6,28 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 2.410 | -3,41 | 300 | 0,00 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 7.206 | -15,44 | 896 | -12,60 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 82.164 | -0,46 | 10.214 | 2,95 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 11.973 | -13,01 | 1.488 | -10,04 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 249 | -28,65 | 31 | -26,83 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 30.125 | -1,59 | 3.620 | -0,47 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 61.295 | 41,43 | 7.620 | 46,29 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 10.546 | 0,00 | 1.311 | 3,39 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 10.729 | 0,00 | 1.334 | 3,41 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 243.717 | 0,42 | 30.296 | 3,87 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 63.777 | -8,42 | 7.928 | -5,27 | ||||
| 2026-04-27 | 13F | Nationwide Fund Advisors | 2.684.005 | 27,58 | 333.649 | 31,96 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 1.843 | 6,10 | 229 | 10,10 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 3.682 | -27,22 | 458 | -24,71 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3.103.300 | -9,96 | 372.955 | 91.086,80 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 543 | -24,06 | 68 | -21,18 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 8.089 | 19,29 | 1.006 | 23,46 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2.341.216 | 2,27 | 291.037 | 5,71 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 8.504 | 0,53 | 1.057 | 4,04 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 2.319 | 19,97 | 288 | 24,14 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 1.703 | -36,69 | 212 | -34,67 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 318 | 0,00 | 40 | 2,63 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 3.578 | -9,51 | 430 | -8,32 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 4.660 | 0,00 | 579 | 3,39 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 2.627 | 0,00 | 327 | 3,49 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 18.159 | -9,56 | 2.184 | -8,43 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 372 | 0,00 | 46 | 4,55 | ||||
| 2026-02-17 | 13F | Palisade Capital Management Llc/nj | 42.465 | 175,00 | 5.103 | 178,09 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Arrowroot Family Office, LLC | 37.559 | 0,00 | 4.514 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 18.727 | 237,06 | 2.543 | 281,11 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 48.815 | -17,96 | 6.609 | -7,57 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 3.077 | 5,70 | 370 | 6,96 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 10.215 | -0,23 | 1.270 | 3,17 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 96.497 | -4,91 | 11.996 | -1,64 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 211.859 | 27,45 | 26.336 | 31,83 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 38.476 | 2,88 | 4.783 | 6,41 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 531.582 | 1,05 | 66.081 | 4,53 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 173.598 | -0,79 | 21.580 | 2,62 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 3.493 | 95,25 | 434 | 101,86 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 27.678 | 1,14 | 3.441 | 4,62 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 58.836 | -0,74 | 7.071 | 0,38 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | FLC Capital Advisors | 10.283 | -5,55 | 1.278 | -2,29 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 14.214 | 15,22 | 1.767 | 19,16 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 22.580 | -34,06 | 2.807 | -31,81 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 4.677 | -13,96 | 581 | -11,03 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 11.780 | -5,01 | 1.464 | -1,74 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 2.006 | 0,30 | 249 | 3,75 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 20.837 | 6,00 | 2.504 | 7,24 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 10.442 | -0,11 | 1.298 | 3,26 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 162.820 | 6,61 | 20.240 | 10,28 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 5.105 | -32,87 | 635 | -30,56 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 5.958 | 13,31 | 741 | 17,27 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 8.871 | -0,22 | 1.103 | 3,18 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 755 | 0,00 | 91 | 1,12 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 82.009 | 0,71 | 10.194 | 4,17 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 183 | 23 | ||||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 9.520 | 3,38 | 1.183 | 6,96 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 2.761 | 0,00 | 343 | 3,63 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 95.296 | 11.453 | ||||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 20.506 | -0,89 | 2.549 | 2,53 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 5.658 | -0,25 | 703 | 3,23 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 16.374 | -10,64 | 2.275 | 3,27 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 6.315 | 0,00 | 785 | 3,56 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 4.090 | 44,22 | 508 | 49,41 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1.468.209 | -0,19 | 182.513 | 3,24 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 623.238 | 85,62 | 77.475 | 92,00 | ||||
| 2026-02-17 | 13F | Fmr Llc | 21.386.228 | 14,86 | 2.570.197 | 16,16 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 4.331 | -0,09 | 538 | 3,46 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 500.941 | 1,67 | 62.272 | 5,16 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 2.000 | 240 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 10.154.592 | 6,03 | 1.262.317 | 9,67 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 5.884 | 14,74 | 731 | 18,67 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 25.064 | 156,99 | 3.116 | 165,78 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 88.305 | 0,92 | 10.977 | 4,38 | ||||
| 2026-04-14 | 13F | Corecam Pte. Ltd. | 88.730 | -11,61 | 11.028 | -8,59 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.604.971 | 3,15 | 200 | 6,42 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 4.328 | -0,02 | 538 | 3,46 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.690.865 | 0,69 | 210.191 | 4,15 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 19.378 | 3,69 | 2.409 | -0,12 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 20.634 | 5,68 | 2.565 | 9,29 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 5.157 | 0,00 | 641 | 3,55 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 2.182 | 18,01 | 271 | 22,07 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 32.467 | 4.492 | ||||||
| 2026-05-11 | 13F | Municipal Employees' Retirement System of Michigan | 24.129 | 0,00 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 856.543 | -3,44 | 106.477 | -0,12 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 300.957 | 4,02 | 37.412 | 7,60 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.062.178 | 13,08 | 132.039 | 16,96 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 184 | -63,27 | 23 | -63,33 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 15.144 | -0,39 | 1.883 | 3,01 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 11.941 | -0,15 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 9.555 | -8,52 | 1.188 | -5,42 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 51.605 | 3,08 | 6.415 | 6,63 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2.556 | 84,68 | 318 | 90,96 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 80.232 | 2.043,52 | 9.642 | 2.071,62 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 5.479 | 6,64 | 681 | 10,37 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 23.879 | 1,35 | 3.108 | 9,75 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 178.068 | 9,46 | 22.136 | 13,22 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.541 | -5,46 | 185 | -4,15 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 5.947 | 9,22 | 715 | 10,36 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 536 | 0,00 | 64 | 1,59 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 2.616 | -21,91 | 325 | -19,15 | ||||
| 2026-05-11 | 13F | Commerce Bank | 233.862 | 255,34 | 29.071 | 267,57 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 18.056 | 2.245 | ||||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 4.711 | -14,05 | 586 | -11,09 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 42.516 | -4,52 | 5.110 | -3,44 | ||||
| 2026-05-11 | 13F | United Bank | 362.688 | -7,59 | 45.086 | -4,42 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 4.976 | -13,17 | 619 | -10,17 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 31.350 | -3,44 | 3.897 | -0,10 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 5.856 | -0,20 | 728 | 3,12 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 2.000 | 0,00 | 252 | 5,00 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 1.348 | 0,00 | 168 | 3,09 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Granite FO LLC | 32.570 | 2,89 | 4.049 | 6,41 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 241.647 | 1,45 | 29.041 | 2,60 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 6.870 | -7,31 | 826 | -6,25 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 10.467 | -0,72 | 1.301 | 2,68 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.151.858 | -0,39 | 143.187 | 3,03 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 108.737 | 24,98 | 13.517 | 29,29 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 5.099 | 634 | ||||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 204.282 | 24.551 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 3 | 0 | ||||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 80.157 | 9,19 | 9.964 | 12,94 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 14.437 | -1,03 | 1.795 | 2,34 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 50.995 | 23,06 | 6.129 | 24,45 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 1.637 | 203 | ||||||
| 2026-02-20 | 13F | White Knight Strategic Wealth Advisors, LLC | 8.150 | 16,18 | 979 | 17,53 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 439.606 | 30,06 | 54.647 | 34,53 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 11.951 | -0,16 | 1.486 | 3,27 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 2.292 | -6,72 | 311 | -1,27 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 3.528 | 0,17 | 439 | 3,55 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 5.934 | 100,27 | 738 | 107,02 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 5.231 | 0,40 | 650 | 3,83 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 129.139 | -1,44 | 16.053 | 1,95 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 13.045 | 10,60 | 1.622 | 14,40 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 104 | 0,00 | 13 | 0,00 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 12.125 | 2,58 | 1.507 | 6,13 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 56.587 | 7,68 | 7.034 | 11,39 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 22.968 | -15,49 | 2.855 | -12,58 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 43.007 | 15,37 | 5.346 | 19,33 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 18.286 | -5,57 | 2.273 | -2,32 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 7.133 | 12,01 | 887 | 15,82 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 36.679 | -0,13 | 4.560 | -2,27 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 22.838 | -0,53 | 2.839 | 2,86 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 29.246 | -1,78 | 3.636 | 1,59 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 47.972 | 2,22 | 5.963 | 5,73 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 1.613 | 201 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 935 | 12,38 | 112 | 14,29 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 407.957 | 0,42 | 50.713 | 3,87 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 8.713 | -3,57 | 1.083 | -0,18 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 3.552 | 0,00 | 442 | 3,52 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 21.728 | 4,16 | 2.701 | 5,63 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 8.269 | 10,61 | 1.028 | 14,37 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 47.325 | 18,59 | 5.883 | 22,66 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 31.502 | 4,72 | 3.916 | 8,33 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 153.949 | -2,94 | 19.137 | 0,40 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 3.316 | -28,70 | 412 | -26,16 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 2.871 | 10,89 | 357 | 14,47 | ||||
| 2026-05-12 | 13F | Ames National Corp | 21.146 | 4,29 | 2.629 | 7,88 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 4.373 | 108,34 | 568 | 123,23 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 239 | 0,00 | 30 | 3,57 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 6.265 | -1,42 | 779 | 1,97 | ||||
| 2026-04-07 | 13F | St. Louis Financial Planners Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 244.385 | -2,15 | 30.380 | 1,21 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 5.061 | -0,78 | 608 | 0,33 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 85.615 | -2,70 | 10.643 | 0,64 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2.533 | 0,04 | 315 | 3,29 | ||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 3.770 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 62.804 | -1,68 | 7.807 | 1,71 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 99 | -33,56 | 12 | -29,41 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 15 | 2 | ||||||
| 2026-02-17 | 13F | Dimension Capital Management Llc | 184.252 | 0,22 | 22.143 | 1,35 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.160 | -0,55 | 269 | 2,68 | ||||
| 2026-02-17 | 13F | Bayesian Capital Management, LP | 2.277 | 274 | ||||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 63.123 | 2,71 | 7.847 | 6,24 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 67.078 | -52,57 | 8.338 | -50,94 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 1.850 | 230 | ||||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 76.581 | 0,00 | 9.203 | 0,00 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 11.993 | 0,00 | 1.491 | 3,40 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 100 | -43,82 | 12 | -36,84 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2.607 | 44,35 | 324 | 50,00 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 15.385 | -2,45 | 1.913 | 0,90 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 37.567 | -2,49 | 4.670 | 0,86 | ||||
| 2026-05-07 | 13F | First National Trust Co | 318.505 | -5,37 | 39.593 | -2,11 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.207.467 | -10,78 | 150.100 | -7,72 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 16.843 | -1,69 | 2.024 | -0,54 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 655 | -1,36 | 89 | 3,53 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 4.282 | 0,30 | 532 | 3,70 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 5.700 | 0,00 | 709 | 3,36 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 252 | 0,00 | 31 | 3,33 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 7.088 | 881 | ||||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 23.388 | 17,31 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 2.787 | -7,59 | 346 | -4,42 | ||||
| 2026-05-04 | 13F | Maryland State Retirement & Pension System | 9.330 | 1,23 | 1.160 | 4,70 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 34.010 | 5,30 | 4.228 | 8,92 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 14.723.605 | -1,57 | 1.830.291 | 1,81 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 1.956 | 0,00 | 243 | -4,71 | ||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 91.775 | 0,44 | 11.409 | 3,90 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 7.874 | -0,23 | 1.038 | -0,29 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 832 | -4,91 | 103 | -1,90 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 337.284 | 8,17 | 41.928 | 11,89 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 4.106 | 0,00 | 510 | 3,45 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 416 | 0,00 | 52 | 4,08 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 10.296 | -0,12 | 1.277 | 3,07 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 46.047 | -72,52 | 5.724 | -71,58 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 4.555 | 0,00 | 566 | 3,47 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 1.940 | 11,43 | 241 | 15,31 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 24.963 | -3,20 | 3.103 | 0,13 | ||||
| 2026-05-14 | 13F | Purewater Capital LLC | 2.636 | 328 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 15.518 | -5,84 | 1.929 | -2,63 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 15.059 | -0,46 | 1.872 | 2,92 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.834 | 0,88 | 228 | 4,13 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 1.924 | 0,94 | 239 | 4,37 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 2.380 | -2,54 | 296 | 0,68 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 3.966 | 113,57 | 493 | 121,08 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 7.382 | 0,00 | 918 | 3,38 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 13.330 | 18,64 | 1.657 | 22,74 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 30.023 | 25,45 | 3.732 | 29,76 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 912 | 0,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 1.099 | -68,04 | 137 | -67,07 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 8.026 | -7,01 | 998 | -3,86 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 9.684 | -16,24 | 1.204 | -13,39 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 6.903 | -0,30 | 858 | 3,13 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3.363 | 0,30 | 418 | 5,03 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 441 | 0,00 | 55 | 0,00 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 568 | 71 | ||||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 21.796 | -0,11 | 2.709 | 3,32 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 2.263 | -1,82 | 281 | 1,44 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 290 | 0,00 | 36 | 5,88 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 20.363 | 4,30 | 2.531 | 9,09 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 9.487 | -11,86 | 1.179 | -8,82 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 8.592 | -11,49 | 1.068 | -8,40 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 14.680 | 0,93 | 1.825 | 4,35 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 2.148 | 0,00 | 267 | 3,49 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 69.695 | -2,71 | 8.664 | 0,63 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2.813 | -1,95 | 350 | 1,45 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 20.088 | 5,77 | 2.497 | 9,42 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 5.394 | 0,00 | 671 | 3,40 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 191.861 | 12,86 | 23.850 | 16,75 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 14.077 | -0,35 | 1.750 | 3,06 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 4.898.843 | -1,40 | 588.743 | -0,28 | ||||
| 2026-05-06 | 13F | CNB Bank | 5.549 | -0,45 | 690 | 2,99 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 90.248 | -1,83 | 11.219 | 1,56 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 5.417 | -17,37 | 673 | -14,49 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3.041 | -6,03 | 365 | -4,95 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 2.876 | 0,00 | 358 | 3,48 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 5.550 | 0,00 | 690 | 3,45 | ||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 10.905 | 25,85 | 1.356 | 29,05 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 35.042 | 4,26 | 4.356 | 7,85 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 21.225 | 12,83 | 2.551 | 14,09 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 23.541 | -9,07 | 2.926 | -5,95 | ||||
| 2026-05-04 | 13F | Teachers Retirement System Of The State Of Kentucky | 11.553 | 0,00 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 92.144 | 64,51 | 11 | 83,33 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 118.021 | 0,22 | 14.671 | 3,67 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 7.024 | -0,06 | 873 | 3,44 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 136.144 | 319,41 | 16.924 | 333,84 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Capital Planning LLC | 36.106 | 14,95 | 4.488 | 17,73 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 13.175 | 16,77 | 1.638 | 20,72 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 19.210 | -1,53 | 2.388 | 1,83 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 6.786 | -20,65 | 844 | -17,03 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 25.983 | 3.123 | ||||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 2.730 | 0,70 | 339 | 4,31 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 7.779 | 967 | ||||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 53 | -91,91 | 7 | -92,31 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 1.279 | 31.875,00 | 159 | |||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 395.312 | -0,60 | 49.141 | 2,82 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 4.666 | 0,00 | 607 | 2,02 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 122.880 | 1,70 | 15.275 | 5,20 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 3.500 | -4,66 | 435 | -1,36 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 13.032 | -1,16 | 1.620 | 2,27 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 275.741 | -0,51 | 34.277 | 2,91 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 13.015 | -2,86 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 1.943 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 3.000 | 0,00 | 373 | 3,33 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 101.538 | -36,00 | 12.622 | -33,80 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 20.450 | 0,00 | 2.542 | 3,46 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 16.906 | -1,35 | 2.102 | 2,04 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7.720.457 | -1,29 | 959.730 | 2,10 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 27.430 | -20,20 | 3.410 | -17,46 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 62 | 8 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 293.099 | 0,12 | 36.435 | 3,56 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 19.896 | -23,50 | 2.473 | -20,86 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 140 | 0,00 | 17 | 6,25 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 4.011.360 | 0,03 | 498.652 | 3,47 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 10.354 | 3,46 | 1.287 | 7,07 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 74.728 | 38,71 | 9.289 | 43,48 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 3.669 | -2,50 | 456 | 0,88 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 690 | 0,00 | 86 | 3,66 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 5.625 | 0,16 | 699 | 3,71 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 1.848 | -4,30 | 230 | -1,29 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 49.338 | 9,35 | 6.222 | 13,60 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 4.580 | 58,04 | 569 | 63,51 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 69.430 | 3,38 | 8.631 | 6,93 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 1.623 | 90,72 | 202 | 97,06 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 3.921 | 129,43 | 486 | 135,44 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 3.102 | 0,00 | 386 | 3,49 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 685 | 85 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 200.793 | -1,25 | 24.961 | 2,14 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 2.414 | 316 | ||||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 16.507 | 0,14 | 2.052 | 3,53 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 84.332 | 10.193 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 10.464 | 4,26 | 1.301 | 7,79 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 13.540 | 0,81 | 1.627 | 1,94 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 20.142 | -0,74 | 2.504 | 2,67 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5.205 | 89,14 | 647 | 91,99 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 5.128 | -2,64 | 637 | 0,79 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 2.124 | -32,01 | 264 | -29,60 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 3.789 | 1,28 | 471 | 4,68 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 17.701 | 1,53 | 2.200 | 5,01 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 2.434 | -14,33 | 303 | -11,44 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 318.491 | 3,68 | 39.592 | 7,24 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 55.132 | 6,66 | 6.853 | 10,34 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 61.648 | 3,01 | 7.663 | 6,55 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 163.315 | -0,31 | 20.302 | 3,12 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 823 | 1.957,50 | 102 | 2.450,00 |
Other Listings
| US:IJR | 136,14 $ |
