0LMF - Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GB ˙ LSE ˙ US9219464065
Grundlæggende statistik
Institutionelle ejere 2044 total, 2038 long only, 1 short only, 5 long/short - change of 2,71% MRQ
Gennemsnitlig porteføljeallokering 0.7381 % - change of 2,69% MRQ
Institutionelle aktier (lange) 189.283.383 (ex 13D/G) - change of 14,60MM shares 8,36% MRQ
Institutionel værdi (lang) $ 25.363.142 USD ($1000)
Institutionelt ejerskab og aktionærer

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (GB:0LMF) har 2044 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 189,283,383 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Gallagher Fiduciary Advisors, LLC, Raymond James Financial Inc, LPL Financial LLC, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Creative Planning, UBS Group AG, and Ameriprise Financial Inc .

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (LSE:0LMF) 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
AI+ Ask Fintel’s AI assistant about Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF.

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
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
(%)
2026-04-08 13F Miracle Mile Advisors, LLC 38.590 3,85 5.715 7,16
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 555 0,00 82 3,80
2026-04-16 13F Sterling Investment Counsel, LLC 2.862 0,21 424 3,42
2026-05-12 13F Kovack Advisors, Inc. 21.158 2,55 3.130 5,71
2026-04-21 13F Tenon Financial LLC 2.551 0,00 378 3,01
2026-05-07 13F Northwestern Mutual Wealth Management Co 345.677 6,99 51.195 10,41
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 182.505 -0,77 27.029 2,39
2026-05-13 13F Signature Equity Partners, LLC 1.826 2,70 270 5,88
2026-05-09 13F MSH Capital Advisors LLC 50.165 4,22 7.429 7,56
2026-05-12 13F M Holdings Securities, Inc. 31.077 -4,05 5 0,00
2026-04-28 13F Winthrop Capital Management, LLC 409 0,00 0
2026-02-12 13F Litman Gregory Asset Management LLC 435 62
2026-05-13 13F BCJ Capital Management, LLC 2.310 -19,09 342 -16,38
2026-04-23 13F 3Chopt Investment Partners, LLC 9.376 1,88 1.389 5,15
2026-04-22 13F Romano Brothers And Company 79.988 1,29 11.846 4,53
2026-04-29 13F CVA Family Office, LLC 59.390 8,98 8.796 12,45
2026-05-11 13F RiverFront Investment Group, LLC 1.700 0,00 252 3,29
2026-04-21 13F Dougherty Wealth Advisers LLC 8.709 -20,00 1.290 -17,48
2026-04-21 13F Hippocratic Financial Advisors, LLC 28.088 -7,90 4.160 -4,96
2026-05-08 13F Retirement Planning Co of New England, Inc. 9.132 0,75 1.352 4,00
2026-04-06 13F CX Institutional 32.802 -0,59 5 0,00
2026-05-12 13F Daybright Advisory Services, Inc. 65.731 -1,43 9.735 1,71
2026-05-15 13F Fiduciary Trust Co 80.547 0,96 11.929 4,18
2026-04-14 13F West Branch Capital LLC 1.782 -4,86 264 -1,87
2026-04-13 13F Bank of New Hampshire 532 0,00 79 2,63
2026-05-05 13F Meridian Management Co 4.855 0,00 719 3,30
2026-05-15 13F Transamerica Financial Advisors, Inc. 0 -100,00 0
2026-05-14 13F Fca Corp /tx 12.032 -1,70 1.782 1,42
2026-04-22 13F Carroll Advisory Group, LLC 2.193 24,46 325 28,57
2026-04-23 13F Lazari Capital Management, Inc. 9.992 -0,17 1.480 2,99
2026-05-12 13F/A Signature Securities Group Corporation 17.111 10,86 2.534 14,40
2026-04-22 13F tru Independence LLC 0 -100,00 0
2026-05-15 13F Talisman Wealth Advisors LLC 54.377 1,99 8.053 5,14
2026-05-05 13F Legacy Advisors, LLC 34.875 1,25 5.165 4,47
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-04-23 13F Seek First Inc. 11.633 -4,68 1.723 -1,66
2026-05-11 13F Fourth Dimension Wealth, LLC 100 0,00 15 0,00
2026-04-29 13F Montz Harcus Wealth Management LLC 67.045 1,70 9.929 4,95
2026-05-13 13F Lido Advisors, LLC 258.466 -0,91 38.279 3,81
2026-04-29 13F Sageworth Trust Co 18.944 0,00 2.806 3,20
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 4.434 -5,26 657 -2,24
2026-05-06 13F Hamilton Point Investment Advisors, LLC 1.372 -16,75 203 -13,98
2026-04-10 13F Capital Advantage, Inc. 15.977 -1,55 2.366 1,59
2026-05-07 13F Richard C. Young & CO., LTD. 28.174 -2,00 4.173 1,11
2026-04-24 13F Mitchell & Pahl Private Wealth, Llc 3.256 0,00 482 3,21
2026-05-01 13F/A Lodestone Wealth Management LLC 514 0,00 76 4,11
2026-04-14 13F Papp L Roy & Associates 3.126 -2,04 463 1,09
2026-05-20 13F/A Arete Wealth Advisors, LLC 12.780 -1,13 1.891 189.000,00
2026-04-13 13F Mlp3, Llc 5.430 0,00 804 3,21
2026-05-14 13F Select Asset Management & Trust 3.437 -97,48 1 -100,00
2026-04-08 13F DiNuzzo Private Wealth, Inc. 1.476 0,00 219 3,32
2026-04-06 13F GAMMA Investing LLC 1.436 46,98 213 51,43
2026-05-12 13F Cheviot Value Management, LLC 2.662 0,00 394 -0,25
2026-05-01 13F Jmac Enterprises Llc 53.457 1,63 7.917 4,86
2026-05-12 13F Focused Alpha, Llc 20.090 5,66 2.975 9,05
2026-04-21 13F Maseco Llp 28.634 -2,90 4.240 0,19
2026-04-28 13F Fortis Capital Advisors, LLC 3.330 16,15 493 19,95
2026-05-15 13F Harbour Investments, Inc. 100.459 54,07 14.878 59,00
2026-04-02 13F Byrne Asset Management LLC 229 0,00 34 3,13
2026-04-29 13F Duncker Streett & Co Inc 9.439 -2,98 1.398 0,07
2026-04-29 13F Invested Advisors 4.318 -0,14 640 3,06
2026-05-05 13F Clarity Asset Management, Inc. 527 0,57 78 4,00
2026-02-06 13F Redmont Wealth Advisors Llc 3.529 0,00 506 1,81
2026-04-15 13F Atwood & Palmer Inc 2.328 1.069,85 345 1.128,57
2026-04-22 13F Stone House Investment Management, LLC 1.713 4,64 254 7,66
2026-05-01 13F Slagle Financial, LLC 1.604 -53,51 237 -52,12
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 10.206 0,00 1.512 3,21
2026-05-01 13F Sterling Investment Management, Inc. 0 -100,00 0
2026-01-26 13F Thomasville National Bank 9.858 -5,06 1.415 -3,35
2026-04-16 13F Rockland Trust Co 33.801 -3,02 5.006 0,06
2026-04-20 13F Ritholtz Wealth Management 30.261 1,11 4.482 4,33
2026-04-15 13F Cypress Wealth Services, LLC 45.221 -1,65 6.697 1,50
2026-05-13 13F Consultiva Wealth Management, Corp. 22.757 -4,27 3.370 -1,20
2026-05-01 13F Castle Wealth Management Llc 2.649 -2,43 392 0,77
2026-04-09 13F Tompkins Financial Corp 6.384 30,18 945 34,42
2026-04-08 13F Exchange Bank 3.085 10,69 457 14,29
2026-05-08 13F Sofos Investments, Inc. 27 0,00 4 0,00
2026-05-15 13F Amussen Hunsaker Associates Llc 122.013 8,04 18.070 11,49
2026-04-03 13F Investors Research Corp 62.358 4,97 9.235 8,32
2026-05-15 13F IHT Wealth Management, LLC 48.615 22,99 7.200 26,92
2026-04-22 13F Kapstone Financial Advisors LLC 29.489 0,32 4.367 3,53
2026-05-07 13F Agf Management Ltd 34.565 -7,74 5.119 -4,78
2026-04-27 13F CWS Financial Advisors, LLC 1.534 227
2026-05-13 13F Tobias Financial Advisors, Inc. 8.660 0,80 1.283 4,06
2026-02-13 13F Squarepoint Ops LLC 0 -100,00 0 -100,00
2026-04-24 13F Livet Wealth, LLC 21.641 -0,92 3.205 2,27
2026-05-11 13F Hamrick Investment Counsel, llc 1.298 192
2026-05-05 13F Opinicus Capital, Inc. 12.671 1,81 1.877 5,04
2026-05-12 13F Strategic Wealth Partners, Ltd. 13.830 6,03 2.048 9,40
2026-05-13 13F AE Wealth Management LLC 42.819 -80,04 6.341 -79,40
2026-04-09 13F Clarity Capital Advisors, LLC 17.002 -0,29 2.518 2,90
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 8.414 0,11 1.246 3,32
2026-04-29 13F Advance Capital Management, Inc. 4.860 0,02 720 3,16
2026-05-14 13F Stonebridge Capital Advisors LLC 102.764 0,69 15.219 3,91
2026-05-11 13F Strengthening Families & Communities, LLC 2.169 321
2026-05-14 13F Spreng Capital Management, Inc. 79.953 18,49 11.841 22,27
2026-01-29 13F Prepared Retirement Institute LLC 0 -100,00 0
2026-04-28 13F Kathmere Capital Management, LLC 1.403 208
2026-05-05 13F Collaborative Wealth Managment Inc. 8.612 -9,97 1.275 -7,07
2026-04-09 13F Rockingstone Advisors LLC 16.807 1,54 2.489 4,80
2026-04-16 13F Johnson Bixby & Associates, LLC 2.386 0,08 353 3,22
2026-04-27 13F Pensionmark Financial Group, Llc 79.740 -5,71 11.809 -2,70
2026-05-13 13F Philadelphia Trust Co 1.765 0,00 0
2026-04-21 13F/A Madrid Wealth Management, LLC 7.847 1,49 1.162 4,78
2026-05-12 13F Tannin Capital LLC 5.743 -10,82 851 -8,01
2026-04-22 13F Coston, McIsaac & Partners 197 0,51 0
2026-04-21 13F Sage Financial Management Group, Inc. 64.626 -0,47 9.571 2,72
2026-05-12 13F Werba Rubin Papier Wealth Management 2.592 384
2026-05-04 13F Calamos Advisors LLC 2.843 421
2026-05-08 13F Marco Investment Management Llc 6.300 0,00 933 3,21
2026-04-21 13F Retirement Planning Group, Llc / Ny 2.215 0,27 328 3,47
2026-04-07 13F Bath Savings Trust Co 1.674 248
2026-05-01 13F Coordinated Financial Services, Inc. 15.182 -0,69 2.248 2,46
2026-05-01 13F Martel Wealth Advisors Inc 735.340 1,29 108.904 4,52
2026-05-08 13F Resources Investment Advisors, LLC. 45.944 19,83 6.804 23,66
2026-04-20 13F SILVER OAK SECURITIES, Inc 1.311 -15,53 194 -13,39
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1.654 4,16 0
2026-04-15 13F Planning Directions Inc 2.124 3,01 315 6,08
2026-05-01 13F Luminvest Wealth Management LLC 12.549 0,00 1.858 3,16
2026-04-30 13F Financial Freedom, LLC 1.780 0,34 264 3,54
2026-04-22 13F Riverbend Wealth Management, LLC 19.352 3,47 2.866 6,78
2026-05-11 13F Atlas Legacy Advisors, LLC 72.813 2,92 10.784 6,19
2026-05-15 13F Quantinno Capital Management LP 198.037 6,08 29.329 9,47
2026-04-16 13F Westmount Partners, LLC 2.873 0,45 426 3,66
2026-05-11 13F First National Bank Of Omaha 66.532 -3,21 9.694 -2,41
2026-04-30 13F Summa Corp. 4.000 0,00 592 3,14
2026-05-08 13F Logan Capital Management Inc Put 3.800 563
2026-05-12 13F Kuhn & Co Investment Counsel 17.498 -0,22 2.591 2,98
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 5.662 0,27 839 3,46
2026-05-12 13F Independent Advisor Alliance 133.757 428,89 19.810 445,85
2026-01-23 13F Bowman & Co S.C. 22.743 -2,77 3.264 -1,03
2026-04-21 13F GHP Investment Advisors, Inc. 3.160 0,67 468 4,00
2026-04-17 13F Hanson & Doremus Investment Management 3.456 -2,54 1
2026-05-07 13F Green Square Capital Advisors Llc 5.441 -82,22 806 -81,67
2026-04-17 13F Krilogy Financial LLC 4.876 -4,82 750 -1,32
2026-05-12 13F Leavell Investment Management, Inc. 13.648 2,29 2.021 5,59
2026-04-10 13F Integris Wealth Management, LLC 3.763 0,00 557 3,15
2026-04-17 13F CENTRAL TRUST Co 104.591 -7,86 15.490 -4,92
2026-04-28 13F ORG Wealth Partners, LLC 170 0,00 25 4,17
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 8.366 1.239
2026-04-27 13F Beacon Advisors Holdings, Llc 55.238 0,07 8.181 3,26
2026-05-14 13F Aft, Forsyth & Company, Inc. 3.730 0,13 553 3,37
2026-04-30 13F Base Wealth Management LLC 1.354 -6,81 201 -3,85
2026-04-21 13F Family Wealth Group, LLC 4.181 49,80 619 54,75
2026-04-24 13F Ledyard National Bank 4.347 19,32 644 23,18
2026-05-06 13F Great Lakes Retirement, Inc. 3.250 -31,29 481 -29,06
2026-05-14 13F Northern Trust Corp 166.426 1,94 24.648 5,19
2026-05-08 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-07 13F Agate Pass Investment Management, LLC 1.680 -27,84 249 -25,75
2026-04-23 13F Balanced Wealth Group Llc 0 -100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 2.513 2,70 372 5,98
2026-02-17 13F High Falls Advisors, Inc 1.525 -3,66 219 -2,24
2026-04-13 13F Community Trust & Investment Co 4.307 -8,94 638 -6,05
2026-05-13 13F Allie Family Office LLC 11.795 0,00 1.747 3,19
2026-05-13 13F Anson Capital, Inc. 5.980 0,12 886 3,27
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 4.124 0,56 611 -4,24
2026-04-30 13F Independence Bank of Kentucky 41.227 -0,12 6.106 3,06
2026-05-14 13F Pinnacle Financial Partners, Inc. 181.131 3,74 26.826 7,05
2026-04-09 13F Goelzer Investment Management, Inc. 2.364 -2,76 350 0,57
2026-05-01 13F Wealthspire Advisors, LLC 136.948 3,68 20.282 6,99
2026-05-04 13F Cornerstone Advisory, LLC 353.720 2,36 52.386 5,63
2026-04-20 13F Financial Enhancement Group LLC 14.427 10,17 2.238 15,25
2026-04-24 13F Boston Trust Walden Corp 2.935 0,00 435 3,09
2026-05-14 13F Gladstone Institutional Advisory LLC 13.459 14,97 1.993 18,63
2026-05-12 13F Cascade Financial Partners, LLC 48.650 -1,67 7.205 1,48
2026-05-07 13F MONECO Advisors, LLC 6.205 28,60 919 32,80
2026-05-14 13F Neuberger Berman Group LLC 20.444 -1,27 3.028 1,85
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-22 13F Arcataur Capital Management LLC 44.402 8,29 6.576 11,74
2026-05-01 13F Monetary Solutions, Ltd 7.653 188,36 1.133 198,16
2026-05-11 13F Td Asset Management Inc 5.135 0,69 760 3,97
2026-04-23 13F Wheelhouse Advisory Group LLC 2.085 2,66 309 5,12
2026-04-21 13F Red Tortoise LLC 12.701 -3,08 1.881 0,05
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-30 13F Nisa Investment Advisors, Llc 0 -100,00 0
2026-04-10 13F Quaker Wealth Management, LLC 178.093 4,37 26.376 7,70
2026-04-30 13F Simplicity Wealth,LLC 63.633 4,32 9.424 7,65
2026-05-08 13F StrongBox Wealth, LLC 26.691 0,50 3.953 3,70
2026-05-15 13F Strive Financial Group ,LLC 1.298 -4,07 192 -1,03
2026-05-15 13F Cape Investment Advisory, Inc. 1.960 4,20 290 7,81
2026-04-01 13F Bangor Savings Bank 23.120 -0,43 3.424 2,76
2026-05-07 13F Tacita Capital Inc 1.390 0,00 206 3,02
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-14 13F Trustmark National Bank Trust Department 124.006 -0,03 18.365 3,16
2026-05-05 13F Mjp Associates Inc /adv 22.177 -12,43 3.284 -9,63
2026-05-08 13F Vanguard National Trust Co 53.255 7.887
2026-05-08 13F SHP Wealth Management 7.259 -7,25 1.075 -4,27
2026-04-30 13F Fulcrum Capital LLC 10.765 0,00 1.594 3,24
2026-04-22 13F Monument Group Wealth Advisors, LLC 1.750 0,00 259 3,19
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 27.787 -0,69 4.115 2,49
2026-05-15 13F Charles Schwab Investment Management Inc 0 -100,00 0
2026-05-06 13F Modera Wealth Management, LLC 52.752 -1,32 7.813 1,82
2026-05-14 13F Renaissance Technologies Llc 81.500 150,00 12.070 158,02
2026-02-03 13F Vantage Financial Partners, LLC 3.678 -0,86 528 0,96
2026-05-06 13F SP Asset Management LLC 15.475 0,58 2.292 3,76
2026-04-29 13F American Capital Advisory, LLC 216 0,00 32 0,00
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 30.286 -0,03 4.485 3,17
2026-01-29 13F Concurrent Investment Advisors, LLC 180.798 9,16 25.948 11,15
2026-05-05 13F West Michigan Advisors, Llc 1.733 -14,00 257 -11,42
2026-05-15 13F NorthRock Partners, LLC 7.098 -3,23 1.051 -0,10
2026-04-13 13F Pettinga Financial Advisors, LLC 71.827 4,21 10.638 7,53
2026-04-20 13F CWA Asset Management Group, LLC 2.557 -10,63 379 -7,80
2026-05-04 13F Oasis Advisors, LLC 262.386 2.553
2026-04-27 13F Smith & Howard Wealth Management, LLC 2.278 19,39 337 23,44
2026-04-17 13F/A Founders Financial Securities Llc 12.647 -15,92 1.931 -10,57
2026-04-21 13F Topsail Wealth Management, LLC 1.479 0,00 219 3,30
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-05-08 13F Minot DeBlois Advisors LLC 499 42,57 74 46,00
2026-04-22 13F Avantra Family Wealth, Inc. 0 -100,00 0
2026-04-22 13F Englebert Financial Advisers, LLC 0 -100,00 0
2026-04-21 13F Huntleigh Advisors, Inc. 9.573 1,67 1.418 4,89
2026-04-16 13F Triad Wealth Partners, LLC 5.899 32,80 874 37,05
2026-04-27 13F DeDora Capital, Inc. 210.147 -1,92 31.123 1,21
2026-04-15 13F Belleair Asset Management, LLC 0 -100,00 0
2026-04-15 13F Hartford Financial Management Inc. 1 0,00 0
2026-05-01 13F Brightwater Advisory LLC 2.572 -3,81 381 -0,78
2026-05-13 13F Boston Family Office Llc 4.768 0,59 1
2026-04-13 13F First Hawaiian Bank 155.078 -7,05 22.967 -4,08
2026-04-27 13F JB Capital LLC 1.834 -86,06 272 -85,64
2026-04-28 13F Astoria Portfolio Advisors LLC. 3.144 4,56 486 4,97
2026-04-30 13F Hikari Power Ltd 0 -100,00 0
2026-04-09 13F Adirondack Capital Advisors, LLC 62.297 12,21 9.226 15,80
2026-04-22 13F CrossGen Wealth, LLC 424 1,68 63 5,08
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-04-13 13F Plan Group Financial, LLC 2.695 55,24 399 60,24
2026-04-15 13F Founders Grove Wealth Partners, Llc 49.215 -3,46 7.289 -0,38
2026-05-14 13F Synergy Investment Management, LLC 546 81
2026-04-21 13F North Forty Two & Co. 1.436 0,00 213 2,91
2026-05-14 13F SlateStone Wealth, LLC 94.834 -2,80 14 0,00
2026-04-13 13F 5T Wealth, LLC 9.734 38,60 1.442 43,10
2026-05-05 13F Journey Advisory Group, LLC 2.420 -14,43 358 -11,60
2026-04-22 13F Vicus Capital 17.816 -1,00 2.639 2,17
2026-05-22 13F Independent Wealth Advisors LLC 1.454 0,28 215 3,37
2026-05-15 13F DV Trading LLC 0 -100,00 0
2026-04-13 13F Bouchey Financial Group Ltd 17.542 0,01 2.678 6,40
2026-04-21 13F Vigil Wealth Management, LLC 2.435 0,00 361 3,15
2026-04-15 13F Client 1st Advisory Group, Llc 2.134 -6,93 316 -3,95
2026-05-14 13F Rockbridge Investment Management, LCC 6.036 -0,67 894 2,41
2026-05-15 13F Pinney & Scofield, Inc. 100 0,00 15 0,00
2026-05-11 13F American Money Management, LLC 2.391 -3,12 354 0,00
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 131.649 -4,47 19.497 -1,43
2026-04-17 13F Brown, Lisle/cummings, Inc. 4.110 0,00 609 3,23
2026-05-06 13F Bartlett & Co. Wealth Management Llc 6.067 0,03 942 8,16
2026-04-07 13F Heartwood Wealth Advisors LLC 268.922 0,42 39.827 3,62
2026-04-29 13F Unified Investment Management 1.716 0,00 254 3,25
2026-05-15 13F Constant Guidance Financial LLC 3.714 550
2026-05-14 13F Diversified Enterprises, LLC 2.142 0,37 317 3,59
2026-04-17 13F LMG Wealth Partners, LLC 2.220 0,00 329 3,14
2026-04-20 13F Triangle Securities Wealth Management 28.647 -1,81 4.243 1,34
2026-05-14 13F Andrews Advisory Associates, LLC 8.676 0,02 1.285 3,22
2026-05-13 13F Cpwa, Llc 1.523 237
2026-04-28 13F Stratos Wealth Partners, LTD. 627.878 -1,77 92.989 1,37
2026-04-28 13F Tempus Wealth Planning, LLC 8.541 -4,60 1.265 -1,56
2026-04-13 13F Ironwood Wealth Management, Inc. 91.873 -0,98 14.026 2,66
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 280 -20,00 41 -18,00
2026-04-27 13F Koshinski Asset Management, Inc. 21.176 8,21 3.136 11,68
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-05-04 13F Integrity Wealth Solutions LLC 27.831 -0,88 4.122 2,28
2026-05-01 13F Midwest Trust Co 50.745 -47,62 7.515 -45,95
2026-05-06 13F Oxford Financial Group Ltd 15.875 0,00 2.351 3,20
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-04-27 13F USAdvisors Wealth Management, LLC 2.214 0,54 0
2026-04-01 13F Burkett Financial Services, Llc 10.370 0,37 1.536 3,58
2026-05-13 13F McDonough Capital Management, Inc 1.869 0,00 277 2,99
2026-05-14 13F Dai-Ichi Life Insurance Company, Ltd 15.688 -37,34 2.323 -35,35
2026-04-13 13F CGC Financial Services, LLC 509 0,00 75 2,74
2026-04-17 13F Presilium Private Wealth, Llc 1.480 -6,33 219 -3,10
2026-02-10 13F Principia Wealth Advisory, LLC 2.813 8,07 404 10,11
2026-04-07 13F Twele Capital Management, Inc. 298.225 -0,18 44.167 3,00
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 550 -26,67 81 -24,30
2026-05-12 13F Richardson Capital Management LLC 3.736 -67,02 553 -65,97
2026-05-11 13F Berkshire Asset Management Llc/pa 2.478 -1,04 367 2,23
2026-05-01 13F Anchor Investment Management, LLC 11.399 7,96 1.688 11,42
2026-05-11 13F Citigroup Inc 78.136 17,88 11.572 21,63
2026-05-12 13F Dearborn Partners Llc 3.200 33,33 474 37,50
2026-04-28 13F Cabana Llc 2.698 17,51 400 21,28
2026-05-11 13F RWM Asset Management, LLC 48.896 -0,01 7.242 -0,22
2026-05-04 13F LJI Wealth Management, LLC 8.687 -1,57 1.287 1,58
2026-04-23 13F SJS Investment Consulting Inc. 294 0,00 44 2,38
2026-05-05 13F One Day In July LLC 731.082 3,79 108.273 7,10
2026-05-08 13F Everett Harris & Co /ca/ 31.901 -2,39 4.724 0,72
2026-04-24 13F Courage Miller Partners, LLC 7.200 0,00 1.066 3,19
2026-04-13 13F Arwa Llc 13.858 -8,73 2.116 -2,94
2026-04-17 13F First National Bank Sioux Falls 6.691 0,00 1.029 7,19
2026-04-15 13F Optivise Advisory Services LLC 5.998 -12,03 888 -9,20
2026-05-15 13F PFG Private Wealth Management, LLC 92.205 36,81 13.656 41,18
2026-02-05 13F Tucker Asset Management Llc 2.076 0,00 298 1,71
2026-04-16 13F Capital Advisors, Ltd. LLC 7.171 7,79 1
2026-04-21 13F Trust Co Of Virginia /va 3.435 0,00 509 3,25
2026-05-11 13F Stillwater Wealth Management Group 3.651 61,26 541 66,67
2026-04-28 13F Golden State Wealth Management, LLC 3.206 -20,78 475 -18,28
2026-04-13 13F Bay Rivers Group 3.968 0,00 588 3,16
2026-04-21 13F Morton Capital Management LLC/CA 9.740 5,16 1.442 8,50
2026-02-17 13F MGB Wealth Management, LLC 1.853 -1,28 267 1,14
2026-05-01 13F Diversify Wealth Management, Llc 38.966 24,50 6.020 30,33
2026-05-16 13F Sunbelt Securities, Inc. 335 -34,06 50 -31,94
2026-04-13 13F Mallini Complete Financial Planning LLC 511 -24,56
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-05-05 13F Paradigm Capital Management, LLC/NV 62.420 1,24 9 12,50
2026-05-15 13F Excelsior Advisor Network LLC 22.167 10,04 3.283 13,52
2026-04-21 13F Founders Capital Management 1.813 0,22 268 3,47
2026-05-13 13F Jaffetilchin Investment Partners, LLC 10.130 6,96 1.500 10,38
2026-04-29 13F Rockwood Wealth Management, LLC 1.452 0,00 215 3,37
2026-04-10 13F Country Trust Bank 0 -100,00 0
2026-05-06 13F Aviance Capital Partners, LLC 2.377 0,00 352 3,23
2026-05-06 13F CNB Bank 528 20,55 78 25,81
2026-05-11 13F Elevate Wealth Advisory, Inc 5.654 -4,97 837 -1,88
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 345.479 -29,95 51.169 -29,31
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 125.305 -9,63 18.558 -6,74
2026-05-06 13F Tyche Wealth Partners LLC 59.702 8,41 8.842 11,87
2026-04-22 13F Bravera Wealth 0 -100,00 0
2026-05-15 13F MidFirst Bank 8.645 7,11 1.280 10,54
2026-05-07 13F Tidemark, LLC 627 -24,55 93 -22,69
2026-05-11 13F Bailard, Inc. 5.620 -1,78 832 1,34
2026-05-15 13F Jones Financial Companies Lllp 2.985.657 15,04 435.146 16,83
2026-05-11 13F Daymark Wealth Partners, Llc 20.624 -4,20 3.054 -1,13
2026-05-12 13F Pacific Center for Financial Services 35.262 0,95 5.222 6,07
2026-05-15 13F Larson Financial Group LLC 21.826 13,62 3.232 17,27
2026-04-27 13F Qrg Capital Management, Inc. 5.957 3,17 882 6,52
2026-05-15 13F Clark Capital Management Group, Inc. 9.086 5,90 1.346 9,26
2026-05-14 13F Capital Analysts, Inc. 64.175 -6,18 10 0,00
2026-05-12 13F Operose Advisors LLC 327.542 -3,86 48.510 -0,79
2026-04-30 13F Commons Capital, Llc 0 -100,00 0
2026-04-21 13F Wesbanco Bank Inc 16.643 7,06 2.465 10,44
2026-04-28 13F Kanawha Capital Management Llc 2.465 0,00 365 3,40
2026-05-08 13F Russell Investments Group, Ltd. 3.790 -14,72 561 -11,93
2026-05-15 13F Destination Wealth Management 5.393 5,64 799 9,02
2026-05-01 13F Financial Connections Group, Inc. 502 0,00 0
2026-04-20 13F Focused Wealth Management, Inc 212.958 0,29 31.539 3,49
2026-04-08 13F Hardin Capital Partners, LLC 1.399 207
2026-05-05 13F Bcm Advisors, Llc 4.478 0,00 695 5,14
2026-04-13 13F Uptown Financial Advisors LLC 6.490 -8,32 961 -5,32
2026-05-01 13F Cdkv Holdings Llc 619 -2,37 92 1,11
2026-04-16 13F Fiduciary Advisors, Inc. 30.541 0,03 4.523 3,24
2026-04-20 13F Arta Finance Wealth Management LLC 2.223 51,12 329 55,92
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 46.432 132,70 6.876 140,17
2026-04-02 13F Collective Family Office Llc 16.644 -3,20 2.465 -0,12
2026-04-07 13F CoreCap Advisors, LLC 70.786 12,68 10.483 16,28
2026-05-13 13F River Wealth Advisors LLC 3.386 0,21 502 3,51
2026-05-14 13F Jacobi Capital Management LLC 6.148 21,60 910 25,52
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 8.811.881 14.228,96 312 -96,46
2026-05-11 13F Rossby Financial, LCC 27.565 27,06 4.078 31,00
2026-05-07 13F Advisor OS, LLC 25.738 -8,86 3.812 -5,95
2026-05-11 13F Expressive Wealth LLC 3.450 541
2026-05-12 13F Virtue Asset Management Llc 1.795 266
2026-05-12 13F CIBC Bancorp USA Inc. 69.205 -11,76 10.249 -7,28
2026-04-08 13F First Heartland Consultants, Inc. 3.681 -3,87 545 3,02
2026-04-22 13F Morris Retirement Advisors, LLC 1.784 0,00 264 3,13
2026-05-13 13F Keystone Financial Group 17.451 9,00 2.584 12,49
2026-05-12 13F Baker Avenue Asset Management, LP 2.409 357
2026-05-15 13F Pointe Capital Management LLC 97.516 -0,88 14.442 2,29
2026-04-28 13F Walkner Condon Financial Advisors LLC 13.222 -1,47 1.958 1,71
2026-04-29 13F Sather Financial Group Inc 1.804 -3,58 267 -0,37
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 1.805 -66,69 267 -65,64
2026-05-14 13F Pennington Partners & Co., Llc 5.403 75,82 800 81,41
2026-05-05 13F Black Diamond Financial, LLC 10.713 0,26 1.587 3,46
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-05-01 13F FLC Capital Advisors 5.167 0,00 765 3,24
2026-04-15 13F Exchange Traded Concepts, Llc 33.949 -18,26 5.028 -15,67
2026-05-08 13F McAdam, LLC 3.635 -1,57 538 1,70
2026-04-10 13F Magnus Financial Group LLC 8.802 0,54 1.304 3,74
2026-05-14 13F Bridgewealth Advisory Group, LLC 38.168 -0,68 5.653 2,48
2026-04-14 13F Prospera Financial Services Inc 32.622 -1,30 4.841 1,83
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 560 -49,87 83 -48,75
2026-05-14 13F Financial Engines Advisors L.L.C. 15.193 -3,51 2.250 -0,40
2026-05-12 13F G2 Capital Management, Llc / Oh 1.639 -12,02 243 -9,36
2026-02-10 13F Yukon Wealth Management, Inc. 0 -100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 135.661 -0,88 20.091 2,28
2026-04-27 13F Greenleaf Trust 5.389 0,00 798 3,23
2026-02-25 13F Kw Wealth Management Llc 1.640 -5,75 235 -4,08
2026-05-08 13F First National Advisers, LLC 4.475 0,00 663 3,12
2026-05-14 13F Lebenthal Global Advisors, LLC 60.252 87,70 8.923 93,68
2026-05-11 13F Linscomb & Williams, Inc. 79.907 -0,91 11.834 2,26
2026-05-08 13F/A Davidson Investment Advisors 58.029 -0,20 8.594 3,00
2026-04-21 13F Moseley Investment Management Inc 14.542 -0,62 2.154 2,52
2026-05-12 13F TD Waterhouse Canada Inc. 14.988 22,54 2.215 26,15
2026-05-13 13F Alpha Financial Partners, LLC 1.791 -1,38 265 1,92
2026-05-13 13F Calton & Associates, Inc. 2.613 -6,94 387 -4,22
2026-04-21 13F Decker Retirement Planning Inc. 16.581 8,44 2.456 11,90
2026-04-23 13F waypoint wealth counsel 42.757 -46,77 6.332 -45,07
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 33.060 -25,56 4.896 -23,19
2026-04-22 13F Sterling Capital Management LLC 0 -100,00 0
2026-04-16 13F Cambridge Advisors Inc. 2.241 5,51 332 8,88
2026-04-17 13F Essex Savings Bank 14.876 -1,11 2.203 2,09
2026-04-08 13F Heritage Family Offices, LLP 3.708 0,00 549 3,20
2026-05-01 13F Blume Capital Management, Inc. 700 -57,83 104 -56,72
2026-04-28 13F Opes Wealth Management LLC 17.454 -0,14 2.585 3,03
2026-05-05 13F Cullen/frost Bankers, Inc. 21.643 1,72 3.205 4,98
2026-04-17 13F Stephenson National Bank & Trust 3.300 0,00 489 3,17
2026-05-05 13F Woodmont Investment Counsel Llc 66.178 -1,79 9.801 1,33
2026-05-08 13F Idaho Trust Bank 0 -100,00 0 -100,00
2026-04-10 13F Centurion Wealth Management LLC 15.037 1,11 2.227 4,36
2026-05-15 13F Resources Management Corp /ct/ /adv 276 0,00 0
2026-05-05 13F D.a. Davidson & Co. 868.479 4,75 128.622 8,09
2026-05-06 13F Atlantic Trust, LLC 157 0,00 23 4,55
2026-04-14 13F Beacon Investment Advisory Services, Inc. 2.130 0,00 315 3,28
2026-05-08 13F Steward Partners Investment Advisory, Llc 516.733 7,59 76.528 11,02
2026-05-18 13F Claris Financial LLC 11.826 9,14 1.751 12,60
2026-05-06 13F WoodTrust Financial Corp 5.091 -9,89 1
2026-05-15 13F Silver Grove Financial Group, Inc. 1.030 153
2026-04-30 13F First Horizon Corp 100.573 -16,70 14.895 -14,04
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 82 12
2026-05-05 13F Cannon Wealth Management Services, LLC 36.976 4,76 5.476 8,11
2026-05-11 13F Delta Asset Management Llc/tn 1.048 0,00 155 3,33
2026-05-12 13F Resurgent Financial Advisors LLC 2.738 0,04 405 3,32
2026-05-13 13F Triumph Capital Management 4.185 1,11 620 4,21
2026-05-12 13F Ruggiero Investments, Inc. 2.269 336
2026-05-07 13F Fedenia Advisers LLC 1.621 0,00 240 3,45
2026-04-09 13F McNamara Financial Services, Inc. 16.653 -0,59 2.466 2,58
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 1.297 604,89 0
2026-05-12 13F Rathbone Brothers plc 5.750 852
2026-04-27 13F Leelyn Smith, LLC 64.699 2,77 9.582 6,04
2026-05-05 13F Quartz Partners, LLC 7.055 1,79 1.045 5,03
2026-05-08 13F Private Advisory Group LLC 93.691 -7,06 13.876 -4,09
2026-05-08 13F Valeo Financial Advisors, LLC 8.318 16,37 1.232 20,10
2026-05-15 13F AlphaCore Capital LLC 4.612 -4,55 683 -1,44
2026-04-27 13F GenTrust, LLC 3.716 0,00 550 3,19
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-04-22 13F Joel Isaacson & Co., LLC 1.040.153 1,20 154.047 4,43
2026-05-15 13F Rehmann Capital Advisory Group 35.533 7,63 5.263 11,06
2026-05-05 13F Smith, Moore & Co. 7.926 -0,60 1.174 2,53
2026-01-27 13F Meritage Portfolio Management 17.794 -1,13 2.554 0,67
2026-04-30 13F Manning & Napier Advisors Llc 43.558 1,56 6.451 4,05
2026-04-16 13F Aurora Private Wealth, Inc. 2.147 -12,97 0
2026-05-13 13F Rhl Group, Llc 16 0,00 2 0,00
2026-04-28 13F Antonelli Financial Advisors, LLC 16.717 -21,73 2.476 -19,22
2026-04-30 13F BRYN MAWR TRUST Co 42.034 3,24 6.225 6,54
2026-04-21 13F Chapin Davis, Inc. 1.555 0,00 230 3,14
2026-05-11 13F WFA of San Diego, LLC 775 0,00 115 2,70
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 3.524 26,81 522 31,16
2026-05-05 13F LeClair Wealth Partners LLC 7.982 1.182
2026-05-15 13F Quadcap Wealth Management, LLC 51.876 -4,25 7.683 -1,20
2026-04-13 13F Cascade Investment Advisors, Inc. 2.250 -13,46 333 -10,72
2026-04-24 13F Newton One Investments LLC 846 -34,32 125 -32,07
2026-04-24 13F Means Investment Co., Inc. 37.559 -2,63 5.563 0,49
2026-05-05 13F Covestor Ltd 11.394 2,65 2 0,00
2026-05-07 13F Cassaday & Co Wealth Management LLC 3.574 0,00 529 3,32
2026-05-07 13F Vision Retirement, LLC 59.826 1,17 8.860 4,41
2026-05-07 13F Koss-Olinger Consulting, LLC 1.794 0,39 266 3,52
2026-05-11 13F Blue Bell Private Wealth Management, Llc 334 0,00 49 4,26
2026-05-13 13F Parkside Financial Bank & Trust 36.547 1,89 5.413 5,15
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 197.241 1,67 29.215 4,96
2026-05-15 13F Gotham Asset Management, LLC 54.486 31,21 8.069 35,41
2026-05-04 13F Rodgers & Associates, LTD 2.462 0,00 365 3,12
2026-04-07 13F Calder Financial LLC 3.510 19,96 519 23,87
2026-04-06 13F Old Port Advisors 19.587 -3,99 2.901 -0,92
2026-05-04 13F Barrett & Company, Inc. 3.075 0,00 455 3,17
2026-05-12 13F Financial Network Wealth Management LLC 2.578 -5,29 0
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-05-14 13F Raymond James Financial Inc 7.617.263 -1,33 1.128.117 1,82
2026-04-29 13F CFS Investment Advisory Services, LLC 2.892 -6,92 449 0,67
2026-04-28 13F Interactive Financial Advisors 5.961 -2,61 883 0,46
2026-05-13 13F Daiwa Securities Group Inc. 2.237 -24,98 331
2026-04-21 13F S Harris Financial Group, LLC 2.331 -0,17 345 2,99
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 364 0,00 54 1,92
2026-04-07 13F Sage Capital Advisors,llc 9.559 11,70 1.416 15,23
2026-04-29 13F Rocky Mountain Advisers, Llc 10.236 -8,63 1.516 -5,72
2026-04-15 13F Elevatus Welath Management 6.878 6,19 1.019 9,58
2026-04-28 13F Stephens Inc /ar/ 85.895 0,25 12.721 3,46
2026-05-15 13F Janus Henderson Group Plc 15.066 -1,74 2.231 1,41
2026-04-21 13F Centennial Advisors, LLC 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 1.455.190 2,45 215.522 5,73
2026-05-13 13F Crews Bank & Trust 246.335 -0,70 36.482 2,47
2026-04-10 13F Stillwater Capital Advisors, LLC 75.742 4,63 11.217 7,97
2026-04-16 13F Balboa Wealth Partners 10.711 0,52 1.586 3,73
2026-05-07 13F Advisor Resource Council 0 -100,00 0
2026-05-15 13F Laird Norton Trust Company, Llc 13.184 17,51 1.953 21,24
2026-04-20 13F Brandywine Oak Private Wealth Llc 9.434 -0,90 1.397 2,27
2026-05-14 13F StoneX Group Inc. 39.026 -45,03 5.780 -43,57
2026-04-20 13F Independent Wealth Network Inc. 18.960 0,47 2.808 3,69
2026-04-22 13F Sterling Wealth Advisors Inc 1.892 0,00 293 8,12
2026-04-27 13F Platform Technology Partners 21.855 0,00 3.237 3,19
2026-04-21 13F Financial Consulate, Inc 329 0,00 49 2,13
2026-05-15 13F GLOBALT Investments LLC / GA 8.512 -0,73 1.261 2,44
2026-02-17 13F Main Street Financial Solutions, LLC 9.886 -65,71 1.419 -65,10
2026-02-03 13F Alpha Cubed Investments, LLC 21.661 -1,25 3.109 0,55
2026-05-12 13F Culbertson A N & Co Inc 26.053 -5,44 3.858 -2,43
2026-06-03 13F CoreFirst Bank & Trust 38.093 -2,36 5.642 0,75
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 7.486 5,96 1.109 9,38
2026-04-28 13F WESPAC Advisors, LLC 2.185 0,00 324 3,19
2026-05-04 13F John A. Wolfe & Associates, Inc. 18.210 100,18 1.737 33,10
2026-05-05 13F Putnam Fl Investment Management Co 19.058 -2,91 2.823 0,18
2026-04-29 13F Skopos Labs, Inc. 2.054 304
2026-05-14 13F Fft Wealth Management Llc 9.693 1.436
2026-05-14 13F Mill Creek Capital Advisors, LLC 26.591 0,45 3.938 3,66
2026-04-10 13F Armstrong Advisory Group, Inc 32.016 0,72 4.742 3,92
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 486 -19,93 72 -18,39
2026-04-28 13F Westfuller Advisors, LLC 11.242 3,68 1.665 6,94
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 5.567 -0,50 875 9,10
2026-05-19 13F Financial Insights, Inc. 14.068 1,44 2.083 4,67
2026-04-27 13F Truist Financial Corp 942.329 0,77 139.559 3,98
2026-04-13 13F Compass Ion Advisors, LLC 17.017 -10,12 2.520 -7,25
2026-05-01 13F Concord Wealth Partners 7.835 -1,94 1.160 1,22
2026-05-08 13F TMB Capital Partners, LLC 8.216 1,75 1.217 5,01
2026-05-14 13F Orleans Capital Management Corp/la 1.386 205
2026-04-13 13F Fortress Wealth Group, LLC 3.840 14,73 571 13,77
2026-04-22 13F Financially in Tune, LLC 58.813 4,86 8.710 8,21
2026-04-23 13F PayPay Securities Corp 174 75,76 27 85,71
2026-04-02 13F McAlister, Sweet & Associates, Inc. 4.866 -0,65 721 2,56
2026-04-09 13F Chemistry Wealth Management LLC 2.701 0,00 400 3,36
2026-05-14 13F Twin Focus Capital Partners, Llc 12.366 0,00 1.831 3,21
2026-04-15 13F Perkins Coie Trust Co 1.880 0,00 278 3,35
2026-05-12 13F Rakuten Investment Management, Inc. 2.837.108 100,00 398.642 100,00
2026-05-15 13F Goldman Sachs Group Inc 1.860.644 -0,49 275.561 2,68
2026-04-13 13F Hm Payson & Co 10.371 5,95 1.536 9,33
2026-04-30 13F Winch Advisory Services, LLC 2.142 0,47 317 3,93
2026-05-06 13F Quadrant Private Wealth Management, LLC 5.274 4,60 781 8,02
2026-05-13 13F Transcend Wealth Collective, Llc 115.669 -1,87 17.131 1,27
2026-05-14 13F Retiremitten Financial Llc 191.212 28.319
2026-05-12 13F Alerus Financial Na 1.087 -25,90 161 -23,81
2026-04-21 13F Colony Family Offices, LLC 15.942 0,00 2.361 3,24
2026-04-29 13F Weitzel Financial Services, Inc. 3.305 0,00 491 2,51
2026-05-15 13F Walsh & Associates, LLC 1.332 0,00 197 3,14
2026-01-13 13F Stephens Consulting, LLC 3.601 25,51 517 27,72
2026-04-28 13F Ti-trust, Inc 11.554 9,37 1.711 12,86
2026-05-07 13F First National Trust Co 135.891 -8,90 20.125 -6,00
2026-04-23 13F Columbia Advisory Partners Llc 1.402 -7,52 208 -4,61
2026-04-23 13F 626 Financial, LLC 1.686 0,00 250 3,32
2026-04-29 13F Northwest Wealth Advisors, LLC 2.436 0,12 361 3,15
2026-05-27 13F/A Maripau Wealth Management Llc 2.620 50,32 388 55,20
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-02-10 13F Brentview Investment Management LLC 0 -100,00 0
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 11.500 -31,95 1.703 -29,77
2026-05-05 13F CPA Asset Management LLC 9.723 -3,62 1.440 -0,48
2026-05-15 13F Brown Advisory Inc 97.193 -2,00 14.394 1,13
2026-05-05 13F Plante Moran Financial Advisors, LLC 11.391 11,45 1.687 15,08
2026-04-30 13F Relyea Zuckerberg Hanson LLC 5.652 0,00 837 3,21
2026-05-08 13F Stonebridge Financial Planning Group, LLC 15.567 0,00 2.305 3,18
2026-04-28 13F Howe & Rusling Inc 104.213 -29,35 15.434 -27,10
2026-04-07 13F Signaturefd, Llc 11.364 35,30 1.683 39,67
2026-04-10 13F Insight Wealth Strategies, LLC 3.036 -96,65 450 -96,55
2026-04-15 13F Single Point Partners, LLC 5.724 -3,29 848 -0,24
2026-02-12 13F CIBC Private Wealth Group, LLC 72.144 -2,99 10.354 -1,21
2026-05-14 13F Dana Investment Advisors, Inc. 1.580 2,66 234 5,91
2026-04-24 13F Keystone Global Partners, LLC 3.813 0,00 565 3,11
2026-05-29 13F Ipsen Advisor Group LLC 4.238 -1,62 628 1,46
2026-04-22 13F Penney Financial, LLC 60.660 -0,24 8.984 2,93
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 20 3
2026-05-12 13F Circle Wealth Management, LLC 13.749 0,00 2.036 3,19
2026-05-07 13F Capital Performance Advisors Llp 2.084 33,25 309 37,50
2026-05-15 13F Private Capital Management, LLC 7.026 10,84 1.041 14,41
2026-05-11 13F Per Stirling Capital Management, LLC. 3.329 3,61 493 6,94
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 0 -100,00 0
2026-05-11 13F Miramar Capital, LLC 8.766 -3,31 1.298 -0,23
2026-02-04 13F UNIVEST FINANCIAL Corp 0 -100,00 0 -100,00
2026-04-15 13F Curbstone Financial Management Corp 3.250 -2,99 481 0,21
2026-04-24 13F Swmg, Llc 1.675 -1,30 248 -5,70
2026-04-14 13F Twelve Points Wealth Management LLC 2.033 -9,96 301 -9,34
2026-05-12 13F Portside Wealth Group, LLC 2.413 -57,60 357 -56,25
2026-05-13 13F Lloyd Advisory Services, LLC. 85 -51,98 13 -52,00
2026-04-07 13F Blueline Advisors Llc 882 0,00 131 3,17
2026-05-14 13F Betterment LLC 29.658 9,67 4 33,33
2026-04-24 13F Bayban 4.863 -7,86 720 -4,89
2026-04-07 13F Central Pacific Bank - Trust Division 26 0,00 4 0,00
2026-05-11 13F Beacon Capital Management, LLC 1.610 2,42 238 5,78
2026-04-21 13F Meridian Financial, LLC 4.375 0,07 648 3,19
2026-05-11 13F Great Valley Advisor Group, Inc. 22.944 41,41 3.398 45,92
2026-05-15 13F Strategic Advocates LLC 1.642 -81,52 243 -81,07
2026-05-07 13F Arsenal Capital Advisors LLC 20.235 11,41 2.997 14,97
2026-04-09 13F TruWealth Advisors, LLC 5.623 -3,55 833 -0,48
2026-04-08 13F Dover Advisors, Llc 1.916 0,00 284 3,28
2026-02-13 13F Motiv8 Investments LLC 45 0
2026-04-07 13F Retirement Wealth Solutions LLC 2 100,00 0
2026-04-10 13F OMNI 360 Wealth, Inc. 29.161 2,93 4.319 2,96
2026-05-11 13F Ashton Thomas Private Wealth, LLC 19.235 4,12 2.849 7,43
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-05 13F Bank of New York Mellon Corp 155.660 7,49 23.053 10,92
2026-04-28 13F Ntv Asset Management Llc 4.578 0,00 678 3,20
2026-05-06 13F 71 West Capital Partners 27.057 27,38 4.007 31,46
2026-04-15 13F Mogy Joel R Investment Counsel Inc 5.675 -1,73 840 1,45
2026-04-23 13F Harbor Investment Advisory, Llc 22.424 6,63 3.321 10,01
2026-05-01 13F Associated Banc-corp 72.404 0,07 10.723 3,26
2026-05-13 13F O'shaughnessy Asset Management, Llc 86.095 28,74 12.751 32,84
2026-04-14 13F Spectrum Investment Advisors, Inc. 1.411 -36,56 209 -34,80
2026-04-29 13F IAG Wealth Partners, LLC 442 30,38 65 35,42
2026-05-07 13F Mullooly Asset Management, Inc. 2.644 391
2026-05-06 13F Juno Financial Group LLC 117.434 2,41 17.392 5,68
2026-04-17 13F AdvisorNet Financial, Inc 130.154 -8,17 19.276 -5,24
2026-05-15 13F Blue Chip Partners, Inc. 13.531 -3,16 2.004 -0,10
2026-05-13 13F Keystone Wealth Services, LLC 4.370 -0,02 647 3,19
2026-04-22 13F Seneca Financial Advisors LLC 104.703 2,81 15.507 6,09
2026-05-15 13F RMB Capital Management, LLC 9.173 15,88 1.359 19,54
2026-05-21 13F Verus Capital Partners, Llc 14.084 -3,64 2.086 -0,57
2026-04-29 13F Compass Financial Group, INC/SD 6.742 -4,37 998 -1,29
2026-04-17 13F Kennebec Savings Bank 514 -80,51 76 -79,89
2026-05-12 13F Disciplined Investments, LLC 2.488 0,00 368 3,08
2026-05-11 13F Lcnb Corp 3.770 0,00 558 3,14
2026-04-27 13F Wbh Advisory Inc 1.458 0,00 216 2,87
2026-05-11 13F Chilton Capital Management Llc 177 0,00 26 4,00
2026-05-12 13F Covington Investment Advisors Inc. 58.249 4,38 9 0,00
2026-05-14 13F Financial Network Wealth Advisors LLC 3.242 -3,02 480 0,21
2026-04-29 13F Nilsine Partners, LLC 11.088 0,00 1.714 7,73
2026-04-22 13F Ariston Services Group 0 -100,00 23.455 3,55
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 43.591 -45,53 6.456 -43,80
2026-04-08 13F Canandaigua National Corp 3.383 501
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 4.517 -37,73 669 -35,83
2026-05-15 13F Citadel Advisors Llc Call 78.300 -8,95 11.596 -6,04
2026-05-18 13F Graney & King, LLC 418 0,24 62 3,39
2026-05-12 13F WCG Wealth Advisors LLC 22.802 12,33 3.377 15,89
2026-04-13 13F Cypress Point Wealth Management, LLC 10.600 1,85 1.570 5,09
2026-05-08 13F Prudent Man Advisors, LLC 15.492 1,23 2.294 4,46
2026-05-15 13F Citadel Advisors Llc Put 12.300 -79,33 1.822 -78,67
2026-05-15 13F Citadel Advisors Llc 21.897 3.243
2026-04-14 13F Precedent Wealth Partners, Llc 18.404 1,76 2.726 5,01
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1.090.112 -0,01 161 3,21
2026-05-15 13F Royal Bank Of Canada 2.476.663 -0,60 366.794 2,57
2026-05-11 13F Chaney Capital Management, Inc. 41.721 -6,53 6.179 -3,54
2026-05-01 13F Bensler, LLC 12.222 -6,65 1.810 -3,67
2026-04-21 13F Waterway Wealth Management, LLC 2.600 385
2026-01-26 13F Liberty Capital Management, Inc. 9.333 -1,01 1.339 0,83
2026-04-17 13F HHM Wealth Advisors, LLC 4.529 1,34 671 4,52
2026-04-27 13F Mustard Seed Financial, LLC 4.253 -12,62 630 -9,89
2026-05-14 13F 3 Factor Indexing, Llc 9.875 1.462
2026-04-16 13F Ballast Rock Private Wealth LLC 4.467 -0,02 662 3,12
2026-05-14 13F Beaird Harris Wealth Management, LLC 881 -7,85 130 -5,11
2026-04-13 13F Creative Financial Designs Inc /adv 60.791 1,45 9.003 4,69
2026-05-08 13F Mathes Company, Inc. 5.275 0,00 1
2026-05-13 13F ShoreHaven Wealth Partners, LLC 1.368 203
2026-05-15 13F Ameriflex Group, Inc. 1.880 0,86 278 4,12
2026-04-22 13F Matrix Asset Advisors Inc/ny 104.118 5,57 15.420 8,94
2026-04-09 13F Thrive Wealth Management, LLC 7.834 -2,12 1.160 1,05
2026-05-14 13F Ieq Capital, Llc 91.088 -7,51 13.490 -4,55
2026-05-28 13F Blue Fin Capital, Inc. 3.593 0,00 532 3,30
2026-04-15 13F Trellis Wealth Advisors LLC 3.218 0,59 477 3,70
2026-04-20 13F LVW Advisors, LLC 9.248 -0,44 1.370 2,70
2026-04-16 13F Koenig Investment Advisory, LLC 4.436 0,32 657 -4,23
2026-05-01 13F Rossmore Private Capital 11.079 0,00 1.641 3,14
2026-04-16 13F Evolve Private Wealth, Llc 34.504 56,51 5.110 61,50
2026-05-07 13F ESL Trust Services, LLC 850 -15,00 126 -12,59
2026-04-13 13F Kmg Fiduciary Partners, Llc 1.729 0,00 256 3,23
2026-04-23 13F Bell Bank 9.961 -90,72 1.475 -90,42
2026-05-15 13F Annandale Capital, LLC 163.987 -2,69 24 0,00
2026-04-23 13F Arbor Wealth Advisors LLC 4.909 0,00 727 3,27
2026-04-27 13F Victory Financial Group, Llc 27.962 -1,59 4.141 1,57
2026-05-15 13F Summit Financial, LLC 147.764 19,84 21.884 23,66
2026-02-18 13F Financial Advisory Service, Inc. 13.555 5,80 1.945 7,76
2026-04-29 13F ArborFi Advisors, LLC 60.898 -0,27 9.019 2,91
2026-01-12 13F AllSquare Wealth Management LLC 200 0,00 28 7,69
2026-04-20 13F Kestra Private Wealth Services, Llc 60.454 2,17 8.953 5,44
2026-04-30 13F LRI Investments, LLC 50 -80,00 7 -80,00
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-22 13F Clear Creek Financial Management, LLC 7.204 20,69 1.067 24,53
2026-04-13 13F Winthrop Advisory Group LLC 4.695 0,45 695 3,73
2026-04-21 13F HCR Wealth Advisors 645.989 0,60 95.671 3,81
2026-04-24 13F Lynx Investment Advisory 18.824 66,72 2.788 72,04
2026-05-04 13F Sound Portfolio Advisors, LLC 4.416 -13,80 654 -11,02
2026-04-22 13F Tred Avon Family Wealth, Llc 1.428 0,00 212 3,43
2026-05-13 13F First Citizens Bank & Trust Co 31.004 -0,06 4.592 3,12
2026-04-27 13F Oxbow Advisors, LLC 1.397 0,00 207 3,00
2026-04-29 13F Axxcess Wealth Management, Llc 77.423 1,14 11.467 4,37
2026-05-15 13F Cerity Partners LLC 774.708 1,73 114.747 4,98
2026-05-15 13F Headinvest, Llc 102.373 0,36 15.161 3,57
2026-04-22 13F Wetzel Investment Advisors, Inc. 4.771 -0,85 707 2,32
2026-05-14 13F Venture Visionary Partners LLC 223.217 1,09 33.059 3,98
2026-04-08 13F Accel Wealth Management 39.162 -0,23 5.800 2,95
2026-05-19 13F Front Row Advisors LLC 475 90,00 70 100,00
2026-04-17 13F Kentucky Trust Co 861 0,00 128 3,25
2026-05-18 13F Unconventional Investor, LLC 2.989 0,00 443 3,27
2026-05-08 13F Burke & Herbert Bank & Trust Co 23.407 0,00 3.467 3,19
2026-04-07 13F Bulwark Capital Corp 5.481 -1,65 812 1,50
2026-04-23 13F Glass Jacobson Investment Advisors llc 10.427 -9,61 1.544 -6,71
2026-01-14 13F ORG Partners LLC 1.369 0,00 197 1,55
2026-04-21 13F Pallas Capital Advisors LLC 20.269 -2,25 3.002 0,84
2026-05-12 13F Oakmont Advisory Group, LLC 6.344 -1,46 940 1,73
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-13 13F Rezny Wealth Management, Inc. 2.330 0,00 345 3,29
2026-05-06 13F Hallmark Capital Management Inc 307 0,00 46 2,27
2026-05-11 13F Sittner & Nelson, Llc 105 0,00 16 -6,25
2026-05-04 13F MEMBERS Trust Co 1.358 201
2026-05-13 13F/A Quadrant Capital Group Llc 4.541 0,00 673 3,23
2026-05-11 13F Ironsides Asset Advisors, LLC 33.235 0,01 4.922 3,21
2026-04-22 13F BWM Planning, LLC 1.669 0,06 247 3,35
2026-05-05 13F Harmony Asset Management Llc 6.997 -3,10 1.036 0,00
2026-04-07 13F Park Avenue Securities Llc 93.169 -22,82 14 -23,53
2026-04-20 13F Clune & Associates, Ltd. 11.610 -33,41 1.719 -31,29
2026-05-15 13F Evergreen Wealth Solutions, LLC 6.937 1.027
2026-04-16 13F Allegheny Financial Group LTD 3.799 0,16 563 3,31
2026-05-13 13F Gibbs Wealth Management 1.889 280
2026-05-15 13F Silvercrest Asset Management Group Llc 2.243 -56,05 332 -54,64
2026-04-10 13F Intellectus Partners, LLC 21.350 0,00 3.162 3,17
2026-05-06 13F MTM Investment Management, LLC 1.045 0,00 155 3,36
2026-05-08 13F Moors & Cabot, Inc. 6.813 238,79 1.009 250,35
2026-05-29 13F Mullaney, Keating & Wright, Inc. 1.714 0,00 254 2,85
2026-04-27 13F Cape Ann Savings Bank 2.312 342
2026-05-11 13F Founders Financial Alliance, LLC 23.094 -0,39 3.420 2,80
2026-04-29 13F Brighton Securities Corp. 14.234 -5,97 2.108 -2,95
2026-05-08 13F Smithfield Trust Co 396.206 1,46 59 3,57
2026-05-14 13F Milestone Asset Management Group, LLC 3.592 4,78 532 8,35
2026-05-15 13F United Capital Financial Advisers, Llc 96.652 5,74 14.313 9,11
2026-04-27 13F Capital Advisors Inc/ok 14.539 3,84 2.153 7,17
2026-05-14 13F We Are One Seven, LLC 27.159 -14,15 4.022 -11,41
2026-04-15 13F Aspen Investment Management Inc 8.715 -0,23 1 0,00
2026-04-21 13F Mayport, Llc 9.257 -0,52 1.371 2,62
2026-04-24 13F Seamount Financial Group Inc 5.177 -8,66 767 -5,78
2026-05-07 13F Avidian Wealth Solutions, LLC 16.684 17,54 2.471 21,26
2026-04-13 13F Ayalon Holdings Ltd. 30.236 0,00 4 0,00
2026-04-21 13F Merkkuri Wealth Advisors LLC 56 8
2026-05-13 13F Protective Life Corp 171 25
2026-05-15 13F Mission Wealth Management, Lp 45.243 -8,82 6.700 -5,91
2026-04-30 13F Selective Wealth Management, Inc. 2.681 0,04 414 4,02
2026-05-15 13F Wick Capital Partners, LLC 3.206 475
2026-04-17 13F Wealth Management Partners, LLC 28.513 -0,96 4.223 2,20
2026-04-28 13F Appleton Partners Inc/ma 2.330 0,00 0
2026-05-15 13F Squarepoint Ops LLC Call 22.100 3.273
2026-04-20 13F City State Bank 65.573 6,20 9.711 9,59
2026-05-14 13F Ade, Llc 4.522 -0,57 670 2,61
2026-05-07 13F MidAtlantic Capital Management, Inc. 43.829 -0,15 6.491 3,05
2026-05-15 13F Squarepoint Ops LLC Put 34.300 5.080
2026-05-15 13F Legend Capital Advisors LLC 5.400 -13,41 800 -10,63
2026-04-21 13F Old National Bancorp /in/ 217.294 -1,44 32.181 1,71
2026-05-01 13F MOKAN Wealth Management Inc. 12.514 2,66 1.853 5,95
2026-05-07 13F Jefferies Financial Group Inc. 2.707 0,59 401 3,63
2026-05-06 13F Gray Private Wealth, LLC 2.172 0,00 322 3,22
2026-05-11 13F Garton & Associates Financial Advisors LLC 6.592 -3,00 976 0,10
2026-04-21 13F Highland Financial Advisors, LLC 9.423 -6,15 1.396 -3,19
2026-04-09 13F Park Place Capital Corp 953 141
2026-05-04 13F Brookwood Investment Group LLC 4.155 0,00 615 3,19
2026-04-17 13F First Citizens Asset Management, Inc. 6.142 7,68 910 11,12
2026-05-11 13F BankPlus Trust Department 6.458 0,00 956 3,24
2026-04-16 13F Quotient Wealth Partners, LLC 4.026 -9,83 596 -6,87
2026-04-08 13F Asempa Wealth Advisors 6.140 0,16 908 3,30
2026-04-14 13F Act Wealth Management, Llc 268.772 -0,71 39.805 2,46
2026-04-15 13F APS Management Group, Inc. 13.992 0,08 2.072 3,29
2026-04-27 13F Wealthstar Advisors, Llc 3.844 -5,69 569 -2,57
2026-05-15 13F Van Den Berg Management I, Inc 3.647 27,65 540 31,71
2026-05-05 13F Crestwood Advisors Group LLC 1.938 287
2026-04-27 13F GDS Wealth Management 3.428 2,39 508 5,63
2026-05-07 13F Grandfield & Dodd, Llc 0 -100,00 0
2026-06-01 13F Flagship Wealth Advisors, Llc 104.584 -14,90 13.942 -20,95
2026-05-01 13F Gables Capital Management Inc. 12.291 0,00 1.820 3,17
2026-05-19 13F/A Eley Financial Management, Inc 1.432 0,00 212 3,41
2026-05-13 13F Freestone Capital Holdings, LLC 10.091 -1,45 1.494 1,70
2026-05-15 13F Beacon Pointe Advisors, LLC 267.243 16,48 39.579 20,20
2026-06-04 13F/A Chelsea Counsel Co 61.650 0,00 9.130 3,19
2026-05-12 13F Reyes Financial Architecture, Inc. 112 0,00 17 0,00
2026-04-22 13F Financial Futures Ltd Liability Co. 1.762 -0,96 261 1,96
2026-04-23 13F Etesian Wealth Advisors, Inc. 24.590 34,25 3.642 38,55
2026-04-28 13F Integrated Advisors Network LLC 82.719 -21,10 12.251 -18,59
2026-05-01 13F Compass Financial Services Inc 14.364 0,28 2.127 3,50
2026-05-06 13F Heartland Bank & Trust Co 6.413 950
2026-04-21 13F Clarus Group, Inc. 1.575 0,00 233 3,10
2026-04-23 13F Intrua Financial, LLC 1.357 -34,09 201 -32,20
2026-05-14 13F RPg Family Wealth Advisory, LLC 1.667 247
2026-05-11 13F Options Solutions, Llc 8.904 -1,12 1.319 2,01
2026-04-14 13F Southland Equity Partners LLC 7.188 0,69 1.064 3,91
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 306.905 0,63 45.453 3,85
2026-05-14 13F Advisory Alpha, LLC 3.262 -3,95 483 -0,82
2026-04-15 13F Sage Capital Management, LLC 2.680 0,56 397 3,93
2026-05-15 13F Talon Private Wealth, LLC 0 -100,00 0
2026-05-14 13F Ballentine Partners, LLC 11.349 -0,94 1.681 2,19
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 8.689 -0,54 1.287 2,63
2026-05-09 13F ZEGA Investments, LLC 2.294 -16,73 340 -14,18
2026-05-13 13F Hirtle Callaghan & Co LLC 4.306 0,00 638 3,24
2026-04-29 13F Seelaus Asset Management LLC 1.361 -15,68 202 -12,99
2026-04-17 13F Baker Ellis Asset Management LLC 134.484 -0,64 19.917 2,53
2026-04-22 13F Caldwell Trust Co 4.692 -14,64 695 -11,93
2026-05-13 13F Ingalls & Snyder Llc 2.960 0,00 0
2026-05-13 13F Cetera Investment Advisers 2.699.936 2,07 399.861 5,33
2026-05-12 13F Leading Edge Financial Planning LLC 1.860 -3,68 276 -0,72
2026-04-09 13F Shulman DeMeo Asset Management LLC 2.931 -4,06 434 -0,91
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-04-14 13F American State Bank (Iowa) 5.473 -1,10 811 2,02
2026-05-08 13F Bokf, Na 1.883 -29,82 279 -27,79
2026-04-23 13F American National Bank 340 0,00 50 4,17
2026-05-12 13F Mission Financial Group, LLC 3.771 -8,52 559 -5,58
2026-05-15 13F Purpose Unlimited Inc. 647 96
2026-05-06 13F ProVise Management Group, LLC 4.269 0,07 632 3,27
2026-04-30 13F Hyposwiss Advisors SA 27.170 0,00 4.024 3,18
2026-05-07 13F Principle Wealth Partners Llc 113.556 -4,53 16.818 -1,49
2026-05-13 13F Caitlin John, LLC 1.846 0,00 273 3,41
2026-04-28 13F Hardy Reed LLC 117.628 -2,66 17.421 0,44
2026-04-17 13F Mezzasalma Advisors, LLC 2.504 -3,91 371 -1,86
2026-04-29 13F Hughes Financial Services, LLC 432 0,00 64 1,61
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 200 0,00 30 3,57
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 11.314 3,08 1.676 6,35
2026-05-07 13F Liberty Square Wealth Partners Llc 19.237 0,26 2.849 3,45
2026-04-15 13F Guardian Financial Partners, LLC 52.285 -8,52 7.743 -5,61
2026-04-17 13F Tectonic Advisors Llc 0 -100,00 0
2026-04-20 13F First PREMIER Bank 43.253 -2,02 6 0,00
2026-04-27 13F Level Wealth Management LLC 1.473 0,41 218 3,81
2026-05-07 13F First Command Advisory Services, Inc. 5.091 11,42 754 14,96
2026-01-26 13F Northwest Financial Advisors 0 -100,00 0
2026-04-28 13F Golden State Equity Partners 4.907 93,11 727 99,45
2026-05-08 13F Junk Investment Group, LLC 13.833 2.049
2026-04-20 13F Eagle Strategies LLC 59.923 89,95 8.875 96,02
2026-05-05 13F Navigation Group, LLC 31.425 4.654
2026-04-17 13F Certified Advisory Corp 117.763 0,35 17.441 3,55
2026-04-29 13F WealthPLAN Partners, LLC 45.843 1,86 6.789 5,11
2026-04-20 13F Tower View Investment Management & Research LLC 3.964 8,51 587 12,02
2026-05-15 13F/A Tudor Financial Inc. 3.001 0,00 444 3,26
2026-04-06 13F WASHINGTON TRUST Co 223.260 2,17 33.065 5,43
2026-05-13 13F Scotia Capital Inc. 20.812 -9,69 3.082 -6,80
2026-05-11 13F Aptus Capital Advisors, LLC 107.116 -0,09 15.864 3,09
2026-04-21 13F Armbruster Capital Management, Inc. 2.742 12,29 406 16,00
2026-04-13 13F Wolff Wiese Magana Llc 65 109,68 10 125,00
2026-05-14 13F Morse Asset Management, Inc 11 0,00 2 0,00
2026-05-04 13F Purkiss Capital Advisors LLC 5.862 0,29 868 3,58
2026-02-12 13F Harbour Investment Management Llc 0 -100,00 0
2026-05-21 13F JDM Financial Group LLC 777 0,00 115 3,60
2026-04-16 13F Telos Capital Management, Inc. 45.783 3,79 6.780 7,11
2026-05-12 13F Safe Harbor Family Capital, LLC 62.073 15,01 9.193 18,68
2026-05-11 13F Beto Financial Group, Llc 15.822 46,51 2.455 50,55
2026-05-19 13F Paragon Private Wealth Management, LLC 1.940 -20,88 287 -18,23
2026-04-22 13F Chemung Canal Trust Co 2.172 0,00 322 3,22
2026-04-22 13F Churchill Financial Advisors, LLC 5.089 23,58 754 27,41
2026-04-02 13F Hilltop National Bank 542 0,00 80 3,90
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 70 0,00 10 0,00
2026-05-15 13F Susquehanna International Group, Llp Call 606.300 50,97 89.793 55,79
2026-05-01 13F MY Wealth Management Inc. 2.750 36,54 355 22,49
2026-02-05 13F Wealth Advisory Team LLC 49.534 -2,37 7.109 5,12
2026-04-13 13F Cyndeo Wealth Partners, LLC 2.925 1,74 433 5,10
2026-05-08 13F Align Financial, LLC 360 -99,44 53 -17,19
2026-04-21 13F First United Bank Trust/ 230 0,00 34 3,03
2026-04-24 13F My Purposeful Wealth Corp. 3.590 12,68 532 16,19
2026-04-27 13F Meramec Financial Planners, LLC 2.042 0,00 317 -0,32
2026-04-17 13F Fifth Third Wealth Advisors LLC 9.987 12,25 1.479 15,91
2026-04-21 13F Columbus Macro, LLC 11.001 0,58 1.629 3,82
2026-05-06 13F LPL Financial LLC 6.759.886 -0,88 1.001.139 2,28
2026-05-15 13F Wealth Preservation Advisors, LLC 2.888 0,00 428 3,14
2026-04-30 13F Verdence Capital Advisors LLC 28.260 4,03 4.185 7,36
2026-05-05 13F Sanctuary Advisors, LLC 247.703 1,58 36.685 4,83
2026-04-17 13F Atlas Brown,Inc. 1.465 -2,01 217 0,93
2026-02-11 13F Empowered Funds, LLC 1.591 228
2026-05-12 13F Resolute Capital, Llc 10.000 14,23 1.481 17,91
2026-06-02 13F Southern Farm Bureau Life Insurance 200.033 0,00 30 3,57
2026-04-24 13F Reality Financial Planning Services, LLC 117.640 -0,34 17.422 2,85
2026-05-19 13F McIlrath & Eck, LLC 150 0,00 22 4,76
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 3.277 1,33 485 4,53
2026-04-09 13F TrueWealth Advisors, LLC 4.412 0,00 653 3,16
2026-04-23 13F Global Trust Asset Management, LLC 722 -32,02 107 -30,26
2026-04-27 13F Reynders McVeigh Capital Management, LLC 2.314 0
2026-05-15 13F National Bank Of Canada /fi/ 15.390 14,16 2.279 17,79
2026-05-04 13F Envestnet Asset Management Inc 3.451.729 0,03 511.201 3,22
2026-04-23 13F Ellenbecker Investment Group 1.597 237
2026-04-15 13F Parsons Capital Management Inc/ri 36.291 4,73 5.375 8,06
2026-05-12 13F Voya Financial Advisors, Inc. 66.829 29,56 9.737 30,46
2026-04-15 13F Verity & Verity, LLC 55.383 1,76 8.202 5,02
2026-05-12 13F Thoroughbred Financial Services, Llc 17.089 -0,37 3 0,00
2026-04-24 13F Medallion Wealth Advisors, LLC 14.068 -2,06 2.083 1,07
2026-04-09 13F Keystone Financial Planning, Inc. 0 -100,00 0
2026-05-07 13F Pacific Sun Financial Corp 13.540 0,18 2.005 3,40
2026-04-24 13F Stock Yards Bank & Trust Co 12.917 15,07 1.913 18,75
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 181.034 0,03 26.811 3,23
2026-05-07 13F Grandview Asset Management LLC 88.704 -4,41 13.173 -1,09
2026-05-13 13F Mariner, LLC 583.072 2,30 86.304 5,50
2026-04-24 13F American Institute for Advanced Investment Management, LLP 3.765 0,00 558 3,15
2026-05-04 13F Savant Capital, LLC 29.323 7,69 4.343 11,13
2026-04-20 13F Darrow Company, Inc. 46.623 -2,63 6.905 0,47
2026-05-08 13F United Financial Planning Group LLC 2.983 -17,94 442 -15,36
2026-05-06 13F Bessemer Group Inc 136.981 1,19 20 5,26
2026-04-30 13F Mmbg Investment Advisors Co. 3.805 1,20 564 4,45
2026-05-13 13F Headlands Technologies LLC 2.069 306
2026-05-15 13F TRUE Private Wealth Advisors 2.534 -85,43 375 -84,97
2026-04-13 13F Enclave Advisors LLC 1.440 0,07 213 3,40
2026-04-24 13F Brown Financial Advisory 6.296 -23,68 932 -21,28
2026-04-09 13F Noble Family Wealth, LLC 2.810 66,77 416 72,61
2026-05-15 13F Estate Counselors, LLC 5.665 119,15 839 126,49
2026-03-31 13F Sankala Group LLC 1.788 0,00 263 -5,42
2026-05-14 13F Atomi Financial Group, Inc. 11.431 -1,76 1.693 1,32
2026-04-21 13F J2 Capital Management Inc 2.348 0,00 348 3,27
2026-04-17 13F Union Savings Bank 39.294 -2,08 5.819 1,04
2026-04-28 13F Whittier Trust Co 48.316 -5,18 7.184 -3,93
2026-05-01 13F International Assets Investment Management, Llc 20.815 -20,36 3.080 -17,89
2026-05-15 13F/A Spears Abacus Advisors LLC 2.269 -8,84 336 -5,88
2026-05-12 13F Colonial Trust Co / SC 4.390 8,40 650 11,88
2026-05-04 13F Greenspring Advisors, LLC 1.802 0,00 267 3,10
2026-05-14 13F Vident Advisory, LLC 1.765 262
2026-04-22 13F Smallwood Wealth Investment Management, LLC 580 0,00 86 2,41
2026-05-01 13F Castleview Partners, Llc 2.271 336
2026-04-17 13F United Advisor Group, LLC 5.018 35,44 743 39,92
2026-05-05 13F Mraz, Amerine & Associates, Inc. 11.332 -1,90 1.678 1,27
2026-04-21 13F HF Advisory Group, LLC 0 -100,00 0 -100,00
2026-04-24 13F Clarity Wealth Advisors, LLC 2.826 -0,77 419 2,45
2026-05-05 13F LOM Asset Management Ltd 7.520 0,00 1.114 3,15
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 7.780 8,77 1.152 12,28
2026-04-29 13F Cary Street Partner Investment Advisory Llc 52 -3,70 8 0,00
2026-05-06 13F Vista Capital Partners, Inc. 2.384 -6,14 353 -3,02
2026-02-06 13F New Millennium Group LLC 538 -0,92 77 1,32
2026-05-11 13F Legacy Edge Advisors, LLC 3.681 12,53 545 16,20
2026-05-15 13F Evercore Wealth Management, LLC 2.223 0,00 329 3,13
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 1.914 0,00 283 3,28
2026-04-30 13F Texas Bank & Trust Co 2.646 0,00 392 3,17
2026-04-13 13F Highland Capital Management, Llc 0 -100,00 0
2026-04-28 13F ORBA Wealth Advisors, L.L.C. 6.620 0,00 980 3,16
2026-04-20 13F Kastel Capital Advisors, LLC 12.306 0,00 1.766 0,00
2026-05-08 13F Mystic Asset Management, Inc. 3.059 7,00 453 10,49
2026-05-14 13F PlanVest Financial, Inc 61 9
2026-04-15 13F Sightline Wealth Advisors, LLC 1.511 -73,94 224 -73,20
2026-05-08 13F Walleye Trading LLC Call 0 -100,00 0
2026-04-15 13F Norden Group Llc 3.567 -43,25 528 -41,46
2026-05-13 13F 1620 Investment Advisors, Inc. 147 0,00 22 0,00
2026-05-11 13F Sage Mountain Advisors LLC 4.180 0,00 619 3,34
2026-05-15 13F Navis Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F Creative Planning 3.839.152 6,09 568.579 9,48
2026-02-06 13F Motco 0 -100,00 0
2026-04-15 13F Verum Partners LLC 4.260 0,26 631 3,45
2026-04-27 13F Moran Wealth Management, LLC 8.551 9,47 1.266 12,93
2026-05-18 13F Strategic Investment Advisors / MI 0 -100,00 0
2026-04-28 13F Robertson Stephens Wealth Management, LLC 72.420 -2,79 10.725 0,31
2026-04-01 13F Adelphi Trust Co 0 -100,00 0
2026-04-13 13F Mather Group, Llc. 13.281 0,66 1.967 3,86
2026-05-11 13F/A Accent Capital Management, LLC 719 0,00 106 2,91
2026-04-08 13F Cambridge Financial Group, LLC 15.013 -26,79 2.223 -23,08
2026-05-01 13F Thrivent Financial For Lutherans 74.930 0,82 11 10,00
2026-01-12 13F Cordant, Inc. 0 -100,00 0
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 1.585 8,56 235 11,96
2026-04-23 13F DiPaolo Financial Group, Inc. 4.871 2,07 721 5,41
2026-05-15 13F Point72 Asset Management, L.P. Call 14.800 -35,09 2.192 -33,04
2026-05-15 13F Point72 Asset Management, L.P. Put 8.000 -55,06 1.185 -53,64
2026-04-23 13F Caliber Wealth Management, LLC / KS 1.439 -8,05 213 -4,91
2026-05-01 13F DMKC Advisory Services, LLC 1.635 11,15 242 14,69
2026-05-14 13F Wealth Alliance 4.204 -6,62 623 -3,72
2026-05-13 13F Archetype Wealth Partners 121.968 1,31 18 5,88
2026-02-10 13F Vantus Wealth LLC 2.075 298
2026-05-01 13F Mutual Advisors, LLC 198.049 0,49 29.331 3,69
2026-01-13 13F FSA Investment Group, LLC 0 -100,00 0
2026-05-07 13F Basepoint Wealth LLC 476 0,63 71 4,48
2026-05-11 13F Evermay Wealth Management Llc 80.623 -2,61 11.940 0,51
2026-05-13 13F Visionary Wealth Advisors 8.293 9,19 1.228 12,66
2026-04-22 13F Midwest Financial Group LLC 2.076 0,34 307 3,72
2026-05-19 13F Silicon Valley Capital Partners 1.424 8,21 211 11,70
2026-05-11 13F Fiduciary Group LLC 50.236 7,16 7.440 10,57
2026-02-11 13F Truepoint, Inc. 0 -100,00 0
2026-04-28 13F Cordoba Advisory Partners LLC 0 -100,00 0
2026-05-15 13F Integrated Wealth Concepts LLC 232.282 31,36 34.401 35,55
2026-04-16 13F Breakthru Advisory Services, Llc 5.077 0,00 752 3,16
2026-04-29 13F Nicholas Hoffman & Company, LLC. 3.461 0,00 513 3,23
2026-04-23 13F Blackston Financial Advisory Group, LLC 37.475 -2,30 5.550 0,80
2026-05-13 13F ETF Portfolio Partners, Inc. 63.771 3,57 9.445 6,88
2026-05-05 13F Fisher Asset Management, LLC 2.546 -41,90 377 -39,97
2026-05-12 13F Kingsview Wealth Management, LLC 108.356 8,36 16.048 11,82
2026-05-11 13F HBK Sorce Advisory LLC 12.064 16,59 1.875 16,60
2026-04-29 13F W Advisors, Llc 13.582 3,20 2.012 6,51
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 2.970 -13,81 465 -6,07
2026-05-12 13F Stokes Family Office, LLC 86.816 -0,80 12.857 2,37
2026-05-15 13F Zuckerman Investment Group, LLC 9.266 0,11 1.372 3,31
2026-04-16 13F Davis Capital Management 94 0,00 14 0,00
2026-05-08 13F Gen-Wealth Partners Inc 332 -23,15 49 -20,97
2026-04-06 13F Private Client Services, Llc 4.124 0,27 611 3,39
2026-05-14 13F Empower Advisory Group, LLC 4.007 -23,24 593 -20,83
2026-05-18 13F Alexander Labrunerie & Co., Inc. 14.977 12,27 2.218 15,88
2026-04-14 13F SNS Financial Group, LLC 2.054 0,24 304 3,40
2026-03-12 13F Nalls Sherbakoff Group, Llc 380 55
2026-04-13 13F Catalyst Private Wealth, Llc 2.002 0,00 296 3,14
2026-04-28 13F Pennsylvania Capital Management Inc /adv 10.441 0,00 1.546 3,20
2026-05-07 13F Paradigm, Strategies in Wealth Management, LLC 0 -100,00 0
2026-05-11 13F Vantagepoint Investment Advisers Llc 2.229.005 -3,71 330.116 -0,64
2026-01-29 13F Midwest Capital Advisors, LLC 0 -100,00 0
2026-04-21 13F River Street Advisors LLC 6.966 -2,08 1.032 1,08
2026-05-07 13F Florida Financial Advisors, Llc 4.379 -32,40 649 -30,25
2026-05-12 13F Rsm Us Wealth Management Llc 38.837 1,76 5.752 4,26
2026-04-16 13F Capital Investment Advisors, LLC 19.290 4,23 2.857 7,53
2026-04-29 13F Carnegie Lake Advisors LLC 3.838 0,00 568 3,27
2026-05-08 13F LaSalle St. Investment Advisors, LLC 9.241 1.369
2026-01-29 13F Vanguard Group Inc 93.247 -1,19 13.383 0,62
2026-04-27 13F Sound Income Strategies, LLC 5.213 1,96 771 1,31
2026-05-13 13F Strategic Financial Concepts, LLC 5.837 104,09 864 110,73
2026-05-01 13F AF Advisors, Inc. 118.864 0,00 17.604 3,19
2026-05-06 13F Angeles Wealth Management, Llc 123.124 0,00 18.235 3,19
2026-05-06 13F Diversified Portfolios, Inc. 21.823 0,00 3.232 3,16
2026-04-27 13F Soltis Investment Advisors LLC 4.768 9,48 706 13,14
2026-04-21 13F Pinnacle Associates Ltd 550.774 1,26 81.570 4,49
2026-04-22 13F Advocate Investing Services LLC 12.600 0,43 1.866 3,67
2026-04-14 13F Cdm Financial Counseling Services, Inc. 23.738 -3,72 3.516 -0,65
2026-05-06 13F Crescent Grove Advisors, LLC 80.547 -0,36 11.929 2,83
2026-05-12 13F First Western Trust Bank 1.590 0,00 235 3,07
2026-04-28 13F Whittier Trust Co Of Nevada Inc 23.907 10,05 3.555 11,48
2026-05-08 13F Roundview Capital LLC 17.925 -1,80 2.655 1,34
2026-05-08 13F Cornerstone Financial Management LLC 8.651 -7,56 1.281 -4,62
2026-04-21 13F Poehling Capital Management, LLC 8.276 0,00 1.226 3,20
2026-05-11 13F Guardian Capital, LLC 3.425 28,42 507 32,72
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-05 13F Rollins Financial Advisors, LLC 107.802 7,88 15.966 11,32
2026-05-13 13F Yarger Wealth Strategies, Llc 74.248 2,58 10.996 5,85
2026-05-01 13F Navigoe, LLC 18 0,00 0
2026-05-13 13F Monetary Management Group Inc 75 0,00 11 10,00
2026-05-13 13F J Hagan Capital, Inc. 14.101 6,17 2.088 9,55
2026-04-30 13F Beacon Financial Group 175.685 -12,84 26.019 -10,06
2026-05-01 13F R. W. Roge & Company, Inc. 14.086 -2,34 2 0,00
2026-04-16 13F Beese Fulmer Investment Management, Inc. 7.663 -0,12 1.135 3,00
2026-04-30 13F Waterfront Wealth Inc. 3.295 -14,24 488 -14,56
2026-04-15 13F Bernardo Wealth Planning LLC 116.018 19,37 17.182 23,19
2026-05-13 13F Dickmeyer Boyce Financial Management, Inc. 40.530 6.002
2026-04-15 13F Weil Company, Inc. 1.866 276
2026-05-11 13F Insight Advisors, LLC/ PA 4.671 -26,10 692 -23,81
2026-04-21 13F Northeast Investment Management 4.004 0,00 593 3,31
2026-05-07 13F Wells Financial Advisors INC 3.105 -86,26 460 -85,84
2026-05-07 13F Human Investing LLC 247.921 0,59 36.717 3,80
2026-02-02 13F Long Run Wealth Advisors, LLC 156.215 3,00 22.420 4,88
2026-05-05 13F Signet Financial Management, Llc 18.772 -6,16 2.780 -3,17
2026-05-13 13F SRS Capital Advisors, Inc. 67.559 2,98 10.006 6,27
2026-05-05 13F Eukles Asset Management 18.874 1,57 2.795 4,84
2026-05-15 13F XTX Topco Ltd 4.109 609
2026-04-17 13F Paragon Financial Partners, Inc. 109.477 3,29 16.763 10,20
2026-04-20 13F Keudell/Morrison Wealth Management 73.085 -1,91 10.824 1,22
2026-04-09 13F American National Bank of Texas 6.714 -0,89 994 2,26
2026-04-06 13F Washington Trust Advisors, Inc. 447 0,00 66 3,13
2026-05-13 13F Hudock, Inc. 2.081 0,19 308 3,36
2026-05-14 13F Regal Investment Advisors LLC 21.117 37,37 3.127 41,75
2026-04-21 13F Maltin Wealth Management, Inc. 3.341 0,42 495 3,56
2026-05-11 13F Wealth Management Strategies, Inc. 2.503 0,08 371 3,35
2026-04-29 13F Sunrise Financial Services, LLC 166 -56,54 25 -55,56
2026-05-06 13F DecisionPoint Financial, LLC 245 -19,67 36 -16,28
2026-05-01 13F Capital City Trust Co/fl 16.456 -1,15 2.437 2,01
2026-04-23 13F URS Advisory LLC 37.006 59,84 5.481 64,96
2026-05-04 13F Conservest Capital Advisors, Inc. 198.052 -13,95 29.332 -11,20
2026-05-11 13F Seeds Investor Llc 1.810 277
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 29.009 0,00 4.296 3,19
2026-02-17 13F Running Point Capital Advisors, LLC 150 0,00 22 0,00
2026-05-07 13F Francis Financial, Inc. 81.308 -24,79 12.042 -22,40
2026-04-30 13F Forza Wealth Management, LLC 28.680 -2,72 4.248 0,38
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 64.370 -1,49 9.533 1,65
2026-05-08 13F Glenview Trust Co 6.401 0,91 948 4,07
2026-05-22 13F WNY Asset Management, LLC 7.194 33,25 1.065 39,95
2026-05-11 13F Becker Capital Management Inc 4.838 19,60 716 23,45
2026-05-01 13F Hantz Financial Services, Inc. 4.555 3,08 1
2026-05-01 13F Richardson Financial Services Inc. 1.527 0,00 226 -88,50
2026-02-04 13F Boston Private Wealth Llc 0 -100,00 0
2026-04-22 13F Capital Management Associates, Inc 1.825 0,00 270 3,45
2026-05-11 13F Eldridge Investment Advisors, Inc. 25.115 74,73 3.720 80,36
2026-05-06 13F Pekin Hardy Strauss, Inc. 28.650 3,43 4.243 6,72
2026-05-04 13F First Foundation Advisors 3.143 -1,57 465 1,53
2026-04-28 13F RHS Financial, LLC 11.156 20,83 1.652 24,68
2026-04-14 13F Covenant Asset Management, LLC 4.794 -0,58 710 2,46
2026-04-28 13F Oxler Private Wealth LLC 41.218 -3,12 6.104 -0,03
2026-04-20 13F Dagco, Inc. 217.792 3,00 32.255 6,29
2026-04-29 13F Cahaba Wealth Management, Inc. 5.922 16,99 877 20,80
2026-05-15 13F Cresset Asset Management, LLC 139.297 22,24 20.630 26,14
2026-05-08 13F Stelac Advisory Services LLC 979 0,00 145 2,86
2026-02-13 13F Icon Wealth Advisors, LLC 0 -100,00 0
2026-04-03 13F Global Wealth Strategies & Associates 968 143
2026-04-13 13F Lake Street Financial Llc 2.076 0,19 307 3,37
2026-04-07 13F Fragasso Group Inc. 6.934 -3,59 1.031 -0,10
2026-04-15 13F Hengehold Capital Management Llc 4.207 0,60 623 3,83
2026-05-01 13F Vantage Investment Partners, LLC 7.950 0,00 1.177 3,25
2026-04-22 13F Formidable Asset Management, LLC 13.215 -4,39 1.897 -2,67
2026-04-23 13F Avant Financial Advisors LLC 0 -100,00 0
2026-04-27 13F FF Advisors,LLC 14.477 -0,01 2.256 8,57
2026-05-07 13F MA Private Wealth 1.687 0,00 250 2,89
2026-05-13 13F Mainsail Asset Management, Llc 24.456 -0,04 3.622 3,13
2026-05-01 13F BKD Wealth Advisors, LLC 81.137 -1,21 12.016 1,94
2026-05-11 13F Wells Fargo & Company/mn 6.091.191 10,62 902.105 14,15
2026-04-10 13F AssuredPartners Investment Advisors, LLC 50.800 238,31 7.553 250,49
2026-05-13 13F Franklin Resources Inc 15.300 -54,29 2.266 -52,84
2026-05-13 13F Garden State Investment Advisory Services LLC 1.988 5,69 295 8,89
2026-04-10 13F Eagle Wealth Strategies Llc 2.692 7,94 399 11,48
2026-05-13 13F GeoWealth Management, LLC 2.671 -92,68 396 -92,46
2026-05-06 13F Hurley Capital, LLC 679 0,30 101 3,09
2026-05-15 13F Greenline Partners, LLC 2.101 0,10 311 3,32
2026-04-17 13F Willner & Heller, Llc 3.433 -1,12 508 2,01
2026-04-21 13F Mayfair Advisory Group, LLC 5.106 3,15 756 5,59
2026-04-21 13F Gilpin Wealth Management, Llc 140 0,00 21 0,00
2026-05-15 13F Wealth Architects, LLC 2.338 -4,06 346 -0,86
2026-05-12 13F Benjamin Edwards Inc 49.679 2,68 7.358 5,96
2026-04-14 13F Patriot Investment Management Inc. 103.642 -1,76 15.349 1,38
2026-05-01 13F Sachetta, LLC 1.300 11,11 193 14,97
2026-04-27 13F Latitude Advisors, LLC 3.345 19,42 495 23,13
2026-01-28 13F Dentgroup LLC 3.803 0,00 546 1,68
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 79.492 0,66 11.773 3,87
2026-05-05 13F Howard Capital Management Inc. 1.132.957 0,00 167.791 3,19
2026-05-06 13F VSM Wealth Advisory, LLC 101.379 0,14 15.014 3,34
2026-05-15 13F Vawter Financial, Ltd. 1.800 0,00 267 3,10
2026-04-29 13F Tilson Financial Group, Inc. 62.109 0,39 9.198 3,59
2026-05-15 13F Susquehanna International Group, Llp Put 106.200 29,20 15.728 33,32
2026-04-30 13F Sonata Capital Group Inc 69.125 0,24 10.237 3,44
2026-04-16 13F Brookstone Capital Management 124.575 28,25 18.450 32,35
2026-04-20 13F Payne Capital LLC 0 -100,00 0
2026-05-14 13F Novak & Powell Financial Services, Inc. 3.084 0,52 457 3,64
2026-04-24 13F Keybank National Association/oh 330.577 18,31 48.958 22,08
2026-01-30 13F Caldwell Securities, Inc 1.792 2,11 257 4,05
2026-04-30 13F Private Trust Co Na 16.807 4,78 2.489 8,12
2026-04-28 13F Fortitude Advisory Group L.L.C. 4.084 0,05 605 3,25
2026-05-15 13F Change Path, LLC 85.725 -8,75 12.696 -5,84
2026-05-15 13F Wellspring Financial Advisors, LLC 2.909.177 -2,33 67.132 -13,05
2026-05-08 13F Equity Wealth Partners, LLC 4.609 -0,92 683 2,25
2026-05-15 13F Investmark Advisory Group LLC 14.610 -0,33 2.164 2,85
2026-04-28 13F Unison Advisors LLC 118.758 0,02 17.588 3,22
2026-04-23 13F West Bancorporation Inc 88.546 19,43 13.114 23,24
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 421.193 32,05 62.379 36,27
2026-04-14 13F Nova Wealth Management, Inc. 289 0,00 43 2,44
2026-05-14 13F Galvin, Gaustad & Stein, LLC 1.891 8,06 280 11,55
2026-04-16 13F Roble, Belko & Company, Inc 211.759 -0,80 31 3,33
2026-04-27 13F Canal Capital Management, LLC 2.533 -0,51 375 2,74
2026-05-13 13F State Farm Mutual Automobile Insurance Co 0 -100,00 0
2026-02-02 13F Heritage Financial Services, LLC 1.953 -55,31 280 -54,47
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 28.102 4.162
2026-05-12 13F Asset One Wealth Management LLC 3.271 12,75 505 15,07
2026-01-28 13F Edge Financial Advisors LLC 5.119 0,65 735 2,51
2026-05-15 13F Alternative Investment Advisors, LLC. 0 -100,00 0
2026-04-28 13F Private Wealth Partners, LLC 1.423 0,00 211 2,94
2026-05-08 13F Blair William & Co/il 184.699 14,51 27.354 18,16
2026-04-20 13F Davidson Trust Co 25.127 0,25 3.721 3,45
2026-05-13 13F Heritage Trust Co 3.878 0,00 574 3,24
2026-04-20 13F MBA Advisors LLC 7.948 0,52 1.177 3,79
2026-05-14 13F Captrust Financial Advisors 856.648 4,44 126.860 7,76
2026-04-29 13F Geneva Partners, LLC 5.331 2,01 819 9,35
2026-04-17 13F Monticello Wealth Management, Llc 18.867 7,00 2.794 10,43
2026-04-09 13F Pacifica Partners Inc. 426 0,00 63 3,28
2026-05-15 13F Cardiff Park Advisors, Llc 12.840 -4,65 1.902 -1,60
2026-04-15 13F DAVENPORT & Co LLC 335.331 12,75 49.662 16,35
2026-05-07 13F Rothschild Investment Llc 20.020 7,33 2.965 10,76
2026-05-15 13F Mars Jewett Financial Group, Inc. 3.498 0,00 518 -5,30
2026-05-20 13F RMR Capital Management, LLC 2.643 14,66 391 18,48
2026-04-21 13F Patton Albertson Miller Group, Llc 7.649 1,55 1.133 4,72
2026-05-11 13F 1015 Capital Partners, LLC 17.220 7,16 2.550 10,58
2026-04-30 13F Paladin Advisory Group, LLC 3.938 -3,31 583 -0,17
2026-04-21 13F Next Level Wealth Planning, LLC 7.559 -5,74 1.120 -2,70
2026-05-12 13F Prosperity Bancshares Inc 7.896 45,09 1.169 49,68
2026-04-27 13F Investors Asset Management Of Georgia Inc /ga/ /adv 16.100 0,25 2.384 3,47
2026-04-24 13F Fulton Bank, N.a. 12.714 0,00 1.883 3,18
2026-05-13 13F Invictus Private Wealth, Llc 4.843 -0,25 717 3,02
2026-04-10 13F Perigon Wealth Management, LLC 24.680 6,57 3.655 9,99
2026-04-16 13F Montecito Bank & Trust 20.898 -7,09 3.095 -4,15
2026-05-01 13F Johnson Investment Counsel Inc 27.666 2,17 4.097 5,43
2026-05-14 13F TRB Wealth Management, LLC 17.893 2.650
2026-05-13 13F Fusion Capital, LLC 4.956 7,95 734 11,40
2026-04-15 13F Home Federal Bank Of Tennessee 2.087 0,00 309 3,34
2026-05-06 13F Legacy Wealth Advisors, LLC 4.449 0,93 659 4,11
2026-05-14 13F Harvest Investment Services, LLC 0 -100,00 0
2026-05-13 13F Kingdom Financial Group LLC. 85 -95,52 13 -95,59
2026-04-28 13F LGT Financial Advisors LLC 1.233 -6,16 183 -3,19
2026-04-23 13F North Star Investment Management Corp. 16.494 4,73 2.443 8,05
2026-05-05 13F Atria Investments Llc 48.146 -2,16 7.130 0,96
2026-05-13 13F Forum Private Client Group LLC 225.753 1,76 33.443 5,04
2026-05-12 13F Smith Chas P & Associates Pa Cpas 2.785 -14,18 412 -11,40
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 1.793 0,00 266 3,11
2026-04-14 13F Joule Financial, LLC 1.402 208
2026-05-12 13F Turning Point Benefit Group, Inc. 5.352 -7,91 796 -4,68
2026-05-08 13F Joseph Group Capital Management 14.434 0,75 2.138 3,94
2026-05-04 13F Element Wealth, LLC 4.435 5,17 657 8,43
2026-05-12 13F Croban 49.433 6,79 7.321 10,19
2026-05-27 13F Alpine Woods Capital Investors, Llc 3.200 0,00 474 3,05
2026-04-15 13F Signature Estate & Investment Advisors Llc 33.962 -1,11 5.030 2,03
2026-04-14 13F Amicus Financial Advisors, LLC 14.566 1,37 2.157 4,61
2026-04-20 13F WealthSpring Partners, LLC 6.499 0,05 962 3,22
2026-04-15 13F Register Financial Advisors LLC 5.805 0,00 860 3,12
2026-04-21 13F Old Second National Bank Of Aurora 2.978 0,00 441 3,28
2026-05-15 13F MAI Capital Management 109.257 0,55 16.181 3,76
2026-04-08 13F Grove Bank & Trust 1.364 0,00 202 3,59
2026-04-08 13F Inspirion Wealth Advisors, Llc 586.809 17,05 86.906 20,79
2026-04-17 13F Arkfeld Wealth Strategies, L.L.C. 3.482 0,52 533 5,98
2026-05-05 13F Prosperity Consulting Group, LLC 3.458 0,00 512 3,23
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0
2026-04-17 13F Vermillion Wealth Management, Inc. 13.211 12,81 1.957 16,43
2026-05-11 13F CAPROCK Group, Inc. 42.725 -6,74 6.328 -3,76
2026-04-24 13F Bellevue Asset Management, Llc 1.718 -2,61 254 0,40
2026-05-01 13F Advisors Capital Management, LLC 29.818 2,65 4.416 5,95
2026-04-23 13F Simmons Bank 3.475 0,00 515 3,21
2026-04-08 13F Ptm Wealth Management, Llc 2.797 0,54 416 2,47
2026-05-11 13F Kestra Investment Management, LLC 1.754 2,39 260 5,71
2026-05-04 13F Retirement Planning Group 0 -100,00 0
2026-05-12 13F BOK Financial Private Wealth, Inc. 20.952 -2,07 3.103 1,07
2026-04-20 13F Tanager Wealth Management LLP 1.744 -8,88 258 -5,84
2026-04-24 13F Eagle Bay Advisors LLC 3.174 4,79 470 8,29
2026-04-15 13F LongView Wealth Management 11.182 2,14 1.712 5,94
2026-05-05 13F Gallagher Capital Advisors, LLC 40.724 1,79 6.031 4,51
2026-05-12 13F Ally Invest Advisors Inc. 33.972 1,51 5.031 4,77
2026-05-08 13F Elevation Advisory Partners LLC 84.976 12.627
2026-05-11 13F Haverford Trust Co 20.944 -14,72 3.102 -12,00
2026-04-07 13F Legacy Private Trust Co. 2.527 0,00 374 3,31
2026-04-20 13F Fonville Wealth Management LLC 15.327 -3,39 2.270 -0,31
2026-04-22 13F Asset Allocation Strategies LLC 97.919 3,95 14.502 7,27
2026-05-04 13F Syverson Strege & Co 3.114 0,00 461 3,36
2026-04-15 13F Archford Capital Strategies, LLC 5.397 -1,82 799 1,40
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-04-22 13F Cornerstone Wealth Group, LLC 10.146 13,43 1.566 21,98
2026-04-14 13F Tradewinds Capital Management, LLC 340 0,59 50 4,17
2026-05-05 13F Delta Financial Advisors Llc 25.512 0,00 3.778 3,20
2026-05-12 13F Summit Trail Advisors, Llc 5.013 -9,58 742 -6,67
2026-05-13 13F Heritage Wealth Advisors 1.798 0,00 266 3,10
2026-04-28 13F Nbt Bank N A /ny 2.432 0,00 360 3,15
2026-06-01 13F Integrated Investment Consultants, LLC 4.259 -66,74 631 -65,72
2026-05-18 13F Edgestream Partners, L.P. 2.203 15,34 326 18,98
2026-05-13 13F NewEdge Wealth, LLC 17.061 36,86 2.527 41,20
2026-05-15 13F Ballast, Inc. 149.339 3,15 22.117 6,44
2026-05-06 13F Assetmark, Inc 662.033 -5,16 98.047 -2,13
2026-05-15 13F Wimmer Associates 1, Llc 8.705 -4,33 1.289 -1,23
2026-05-19 13F Western Wealth Management, LLC 58.975 53,40 8.734 58,31
2026-05-14 13F ICONIQ Capital, LLC 4.331 0,02 641 3,22
2026-05-13 13F Pinnacle Financial Group, LLC / IL 94.078 6,38 13.933 9,77
2026-05-13 13F Kimelman & Baird, LLC 619 31,98 92 35,82
2026-04-14 13F Focus Financial Network, Inc. 239.077 2,94 35.407 6,23
2026-04-14 13F Bay Harbor Wealth Management, LLC 575 1,59 85 4,94
2026-05-11 13F MCF Advisors LLC 72.337 468,46 10.713 486,69
2026-04-10 13F Winebrenner Capital Management Llc 8.238 0,00 1.220 3,21
2026-04-20 13F Chatham Capital Group, Inc. 6.881 1,33 1.019 4,62
2026-04-21 13F Wedbush Securities Inc 11.994 1,83 2 0,00
2026-05-15 13F Vestmark Advisory Solutions, Inc. 79.689 2,23 11.802 5,50
2026-04-27 13F Tsfg, Llc 973 0,10 0
2026-05-07 13F Scarborough Advisors, LLC 3.757 556
2026-05-05 13F Williams Jones Wealth Management, LLC. 57.391 6,91 8.500 10,32
2026-05-12 13F Causey Wealth LLC 102.576 1,61 15.191 4,85
2026-04-22 13F Silver Coast Investments LLC 2.855 423
2026-05-15 13F Westbourne Investments, Inc. 9.691 0,68 1.435 3,91
2026-04-17 13F Wealthbridge Capital Management, Llc 57.656 1,82 8.539 5,07
2026-05-13 13F Bank OZK 2.010 0,00 298 3,13
2026-05-06 13F Centennial Bank/AR/ 153 0,00 23 4,76
2026-04-24 13F Investment Management Trust, LLC 10.294 1.525
2026-05-13 13F Ridge Creek Global, Inc 1.495 0,00 221 3,27
2026-05-05 13F Newbridge Financial Services Group, Inc. 237 0,00 35 6,06
2026-04-14 13F Wealthcare Advisory Partners LLC 396.945 24,28 58.788 28,24
2026-05-12 13F Harfst & Associates, Inc. 3.876 11,70 574 15,26
2026-05-04 13F Nwam Llc 87.793 -0,52 13.002 2,35
2026-04-24 13F Patten Group, Inc. 21.324 8,10 3.158 11,55
2026-05-15 13F Aberdeen Wealth Management LLC 4.464 0,04 661 3,28
2026-04-30 13F Mosaic Family Wealth Partners, Llc 12.688 1.879
2026-05-06 13F Berkeley Capital Partners, LLC 213.802 0,16 31.664 3,35
2026-05-05 13F Holistic Financial Partners 2.183 0,00 323 3,19
2026-04-22 13F Oak Harvest Investment Services 166.381 -9,21 24.641 -6,32
2026-04-16 13F First Merchants Corp 15.694 -0,42 2.324 2,79
2026-01-22 13F Premier Path Wealth Partners, LLC 2.999 -1,80 430 0,00
2026-04-17 13F Bell Investment Advisors, Inc 275 -54,99 41 -54,02
2026-05-15 13F Steffes Financial, Ltd. 19.025 -4,30 2.818 -1,26
2026-05-15 13F Fortress Financial Group, Llc 1.374 203
2026-04-23 13F Oregon Pacific Wealth Management, LLC 2.058 -21,78 305 -19,36
2026-05-01 13F 180 Wealth Advisors, Llc 60.934 -1,31 9.024 1,84
2026-05-14 13F Laraway Financial Inc 3.820 2,06 566 5,21
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-20 13F Hilton Head Capital Partners, LLC 3.207 5,67 475 8,97
2026-02-12 13F Commonwealth Equity Services, Llc 2.374.374 0,09 340.770 101.926,95
2026-04-22 13F Tepp RIA, LLC 124.149 13,97 18.386 17,61
2026-05-14 13F Modern Wealth Management, LLC 5.150 -5,83 762 -2,93
2026-04-21 13F Fingerlakes Wealth Management, Inc. 5.190 0,12 769 3,23
2026-05-13 13F First Trust Advisors Lp 18.836 0,91 2.790 4,11
2026-04-24 13F Axis Wealth Partners, LLC 15.054 1,28 2.230 4,50
2026-04-23 13F Capital Investment Counsel, LLC 2.118 314
2026-05-08 13F Fortis Group Advisors, LLC 2.240 0,00 332 3,12
2026-05-07 13F BlueStem Wealth Partners, LLC 1.384 205
2026-05-01 13F Capital Squared Financial LLC 12.131 14,72 1.797 18,39
2026-04-17 13F ZynergyRetirementPlanningLLC 1.685 -4,91 250 -1,97
2026-05-01 13F Valmark Advisers, Inc. 263.015 7,65 38.953 11,08
2026-05-12 13F Carr Financial Group Corp 14.969 -5,28 2.217 -2,29
2026-04-14 13F Howland Capital Management Llc 16.688 0,00 2.471 3,17
2026-05-14 13F Aldebaran Financial Inc. 5.172 0,12 766 2,55
2026-01-30 13F Canandaigua National Bank & Trust Co 3.891 15,02 558 17,23
2026-05-01 13F Holistic Planning, LLC 34.939 -9,88 5.174 -7,01
2026-05-05 13F Cherry Tree Wealth Management, LLC 91.306 -0,81 13.522 2,35
2026-04-09 13F PFS Partners, LLC 79 0,00 12 0,00
2026-04-22 13F Vannoy Advisory Group, Inc. 3.101 -3,67 459 -0,43
2026-01-06 13F Ransom Advisory, Ltd 471 68
2026-04-15 13F Aventus Investment Advisors, Inc. 155 0,00 23 0,00
2026-05-11 13F COFG Advisors, LLC 14.011 4,31 2.075 7,63
2026-05-12 13F Vickerman Investment Advisors, Inc. 17.446 224,15 2.584 234,59
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 3.183 0,00 471 3,29
2026-04-29 13F/A Salem Investment Counselors Inc 1.658 -1,19 246 2,08
2026-05-01 13F Evolution Advisers, Inc. 1.569 -6,50 0
2026-05-14 13F Us Bancorp \de\ 228.477 9,38 33.838 12,87
2026-04-28 13F Integral Investment Advisors, Inc. 8.880 -0,11 1.315 3,14
2026-05-12 13F Commerce Advisors, LLC 2.031 301
2026-05-04 13F Gleason Group, Inc. 63.323 0,58 9.378 3,80
2026-04-27 13F PFG Investments, LLC 41.489 -3,72 6.145 -0,65
2026-04-14 13F XY Planning Network, Inc. 5.045 6,21 746 9,54
2026-05-04 13F Chicago Partners Investment Group LLC 28.233 7,02 4.371 12,17
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 19.202 -1,12 2.844 2,01
2026-05-13 13F Adviser Investments LLC 303.736 5,03 44.983 8,38
2026-05-11 13F Pathstone Holdings, LLC 1.399.111 0,07 207.208 3,44
2026-04-10 13F Finward Bancorp 9.613 2,78 1.424 6,04
2026-04-08 13F Olistico Wealth, LLC 2.415 0,00 358 3,18
2026-04-15 13F Trust Co Of Toledo Na /oh/ 3.455 14,98 512 18,56
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 24.863 6,28 3.682 9,68
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 13.994 1,05 2.073 4,28
2026-05-05 13F IMC-Chicago, LLC 3.097 459
2026-05-06 13F Hartland & Co., LLC 195.769 31,79 28.993 36,00
2026-04-28 13F Dumont & Blake Investment Advisors Llc 41.954 -1,96 6.213 103.450,00
2026-04-24 13F Semus Wealth Partners LLC 3.725 0,40 552 3,57
2026-04-30 13F Acorn Wealth Advisors, LLC 2.295 59,60 340 64,56
2026-04-30 13F Accredited Investors Inc. 2.010 32,06 298 36,24
2026-05-14 13F Passive Capital Management, LLC. 3.326 0,00 493 3,14
2026-04-07 13F InvesTrust 13.465 -5,76 1.994 -2,73
2026-05-08 13F Wall Street Access Asset Management, LLC 135 0,00 20 0,00
2026-04-09 13F Acropolis Investment Management, LLC 2.671 -0,07 396 3,13
2026-04-30 13F Csenge Advisory Group 2.307 3,92 342 7,23
2026-04-24 13F Kropog Financial Group, LLC 78.367 2,27 11.606 5,54
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 3.412 0,38 505 3,70
2026-04-22 13F Red Door Wealth Management, LLC 12.408 0,48 1.838 3,67
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-05-11 13F Camden Capital, LLC 553 -62,23 82 -61,43
2026-05-05 13F Wealthfront Advisers Llc 21.689 31,75 3.212 35,99
2026-05-11 13F Reliant Investment Partners, LLC 3.594 0,17 532 3,50
2026-05-04 13F Legacy Financial Group LLC 1.945 0,05 288 -3,03
2026-04-15 13F 21 West Wealth Management LLC 13.148 -10,12 1.947 -7,24
2026-02-12 13F FineMark National Bank & Trust 196.748 0,87 28.237 2,71
2026-04-27 13F Apeiron RIA LLC 59.101 -2,82 8.753 -4,69
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 21.513 0,00 3.186 3,21
2026-05-08 13F Princeton Capital Management Llc 1.730 0,00 256 3,23
2026-05-11 13F Wealth Dimensions Group, Ltd. 155.197 0,83 22.985 4,04
2026-05-07 13F AlphaCentric Advisors LLC 3.096 6,28 459 9,57
2026-05-12 13F Index Fund Advisors, Inc. 2.441 0,00 361 3,14
2026-05-06 13F/A Gerald Baker Financial Group LLC 12.704 1.882
2026-04-27 13F Thrive Capital Management, LLC 17.708 -10,46 2.623 -7,61
2026-05-15 13F Colter Lewis Investment Partners LLC 1.946 19,31 288 23,08
2026-05-12 13F Crusonia Wealth Advisors LLC 2.164 2,37 320 5,61
2026-05-05 13F Napier Financial, LLC 733 109
2026-04-17 13F Blankinship & Foster, LLC 17.170 0,00 2.543 3,17
2026-04-15 13F Merit Financial Group, LLC 290.905 4,46 43.083 7,80
2026-04-29 13F Saxon Interests, Inc. 7.312 -4,79 1.083 -1,81
2026-05-15 13F Kcm Investment Advisors Llc 11.416 -8,54 1.691 -5,64
2026-05-07 13F Facet Wealth, Inc. 4.734 -48,07 701 -48,27
2026-05-15 13F Matrix Private Capital Group Llc 2.479 39,04 367 43,92
2026-04-15 13F Silverlake Wealth Management Llc 63.819 -0,52 9.452 2,65
2026-04-16 13F Asset Advisory Group, Inc. 2.935 0,20 435 3,33
2026-05-14 13F Apriem Advisors 13.974 590,42 2.070 613,45
2026-05-15 13F Trask Adam Roland 360 53
2026-05-04 13F Nadler Financial Group, Inc. 1.691 0,00 250 3,31
2026-04-21 13F Grimes & Company, Inc. 22.811 1,15 3.378 4,39
2026-05-13 13F/A MWA Asset Management 3.989 2,49 591 5,73
2026-04-22 13F TBH Global Asset Management, LLC 70.433 10.431
2026-04-27 13F Exencial Wealth Advisors, Llc 145.060 -0,16 21.483 3,02
2026-04-21 13F Christine Messmer Pc 10.883 -23,56 1.612 -21,15
2026-05-14 13F Evergreen Capital Management Llc 61.276 -4,39 9.075 -1,35
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-10 13F Abound Wealth Management 1.043 1,16 154 4,05
2026-04-22 13F Detalus Advisors, LLC 3.591 -37,49 532 -35,56
2026-05-20 13F Leigh Baldwin & Co., Llc 1.990 0,00 295 2,80
2026-05-04 13F Cfo Capital Management Llc 4.033 -14,46 587 -13,31
2026-04-22 13F Apollon Wealth Management, LLC 41.004 4,39 6.073 7,72
2026-05-06 13F Pacitti Group Inc. 56.975 2,98 8.438 6,27
2026-05-29 13F Asset Dedication, LLC 11.207 93,26 1.660 99,40
2026-05-13 13F New England Professional Planning Group Inc. 2.824 0,00 418 3,21
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-04-15 13F marrick wealth, LLC 0 -100,00 0
2026-05-15 13F Second Line Capital, LLC 1.827 -0,92 287 8,71
2026-05-01 13F Connecticut Wealth Management, LLC 21.448 1,21 3.177 4,44
2026-05-15 13F Everest Financial Group LLC 4.629 686
2026-04-20 13F Balance Wealth, LLC 1.970 -0,10 292 2,83
2026-05-06 13F Sun Group Wealth Partners 1.462 0,00 217 3,35
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1.232 -0,56 182 2,82
2026-05-05 13F Blue Water Asset Management 7.982 -23,23 1.182 -20,78
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 5.742 -0,17 850 3,03
2026-05-11 13F Peak Retirement Planning, Inc. 7.530 -4,98 1.115 -1,93
2026-05-12 13F Entrust Financial Llc 1.149 -3,93 170 -0,58
2026-05-15 13F IMG Wealth Management, Inc. 9 0,00 1 0,00
2026-05-11 13F Strategic Wealth Designers 1.970 1,23 292 4,30
2026-04-22 13F Networth Advisors, LLC 17 -87,31 3 -89,47
2026-05-04 13F Archer Investment Corp 8.038 -7,04 1.190 -4,03
2026-05-04 13F Avantax Planning Partners, Inc. 61.065 -13,10 9.044 -10,33
2026-04-09 13F IFG Advisors, LLC 66.512 9.850
2026-05-14 13F Level Four Advisory Services, Llc 57.998 3,09 8.590 6,38
2026-05-14 13F David R. Rahn & Associates Inc. 2.026 0,60 300 3,46
2026-05-14 13F Institute for Wealth Management, LLC. 2.590 4,94 384 8,19
2026-04-29 13F WPG Advisers, LLC 1.403 -1,34 208 1,47
2026-05-01 13F Rakuten Securities, Inc. 997 88,47 148 96,00
2026-04-22 13F Accretive Wealth Partners, LLC 96.476 8,69 14.288 12,16
2026-04-16 13F Lexington Hill Partners, LLC 0 -100,00 0
2026-04-08 13F Sapient Capital Llc 32.811 8,99 4.859 11,68
2026-04-22 13F Apollon Financial, LLC 6.871 1,40 1.018 4,63
2026-05-06 13F Brio Consultants, LLC 4.334 -0,07 678 8,84
2026-04-09 13F Dorato Capital Management 200 0,00 30 3,45
2026-04-20 13F McKinley Carter Wealth Services, Inc. 1.467 -19,70 217 -17,18
2026-05-08 13F Wealthedge Investment Advisors, Llc 15.326 -10,52 2.270 -7,69
2026-04-09 13F Elmwood Wealth Management, Inc. 1.971 0,00 292 3,19
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 4.284 634
2026-05-15 13F Wellington Management Group Llp 149.535 318,10 22.146 331,53
2026-04-24 13F Goldstone Financial Group, LLC 65.888 -2,56 9.758 0,55
2026-04-09 13F Teamwork Financial Advisors, LLC 3.243 -6,76 480 -3,81
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 36.489 -6,58 5.404 -3,59
2026-01-22 13F Greenberg Financial Group 55.329 -0,42 7.941 -3,51
2026-04-14 13F Cathy Pareto & Associates, Inc 3.112 -0,45 461 2,68
2026-04-22 13F Norris Perne & French Llp/mi 2.359 349
2026-05-07 13F Burk Holdings LLC 198 29
2026-04-28 13F Sage Rhino Capital Llc 51.859 -1,29 7.680 1,86
2026-04-10 13F Oxinas Partners Wealth Management LLC 36.696 21,63 5.435 25,50
2026-02-13 13F Brick & Kyle, Associates 2.195 0,09 0
2026-04-15 13F Redhawk Wealth Advisors, Inc. 23.700 -2,13 3.510 1,01
2026-04-17 13F Matthew Goff Investment Advisor, LLC 4.132 612
2026-04-08 13F McNaughton Wealth Management, LLC 33.838 0,80 5.011 4,01
2026-05-15 13F Wealth Management Nebraska 12.786 -0,65 1.894 2,49
2026-05-04 13F Procyon Private Wealth Partners, LLC 128.075 10,32 18.968 13,84
2026-05-13 13F Alesco Advisors Llc 9.560 0,00 1.416 3,13
2026-05-08 13F Birchcreek Wealth Management, LLC 9.665 -2,37 1.431 0,77
2026-04-23 13F Marquette Asset Management, LLC 2.555 0,00 378 3,28
2026-05-14 13F Lbmc Investment Advisors, Llc 175.457 1,05 25.985 4,28
2026-05-15 13F/A Independent Financial Group, Llc 72.110 7,98 10.679 11,43
2026-05-21 13F Essential Partners LLC 3.551 -2,58 526 0,38
2026-04-29 13F WealthPlan Investment Management, LLC 1.940 0,41 287 3,61
2026-02-17 13F SageView Advisory Group, LLC 26.026 -18,75 3.735 -17,28
2026-05-04 13F AMG National Trust Bank 76.449 3,52 11.322 6,83
2026-05-11 13F Umb Bank N A/mo 14.026 17,51 2.077 21,25
2026-04-20 13F Investment Research & Advisory Group, Inc. 38 0,00 6 0,00
2026-04-22 13F Ridgecrest Wealth Partners, Llc 17.142 7,50 2.539 10,93
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 125 0,00 19 5,88
2026-05-08 13F Coldstream Capital Management Inc 12.279 75,51 1.819 81,08
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 248.838 64,96 36.853 70,22
2026-05-13 13F Green Harvest Asset Management LLC 1.665 247
2026-05-01 13F Ferguson Wellman Capital Management, Inc 4.107 -6,21 608 -3,18
2026-05-15 13F Richwood Investment Advisors, LLC 5.097 0,00 755 -4,80
2026-05-06 13F TopTier Wealth Management, LLC 21 3
2026-04-17 13F Western Pacific Wealth Management, LP 74.156 0,33 10.982 3,54
2026-04-30 13F Donaldson Capital Management, Llc 32.950 13,16 4.880 16,75
2026-05-04 13F Bridges Investment Management Inc 0 -100,00 0
2026-05-20 13F SOA Wealth Advisors, LLC. 3.082 -9,88 457 -6,94
2026-05-14 13F Orion Capital Management LLC 24.092 -5,60 3.568 -2,57
2026-04-06 13F Highline Wealth Partners Llc 0 -100,00 0
2026-04-10 13F Perfromance Wealth Partners, LLC 136.372 -0,17 20.197 3,01
2026-04-13 13F Clayton Financial Group LLC 294 0,00 44 2,38
2026-05-08 13F New England Private Wealth Advisors LLC 26.618 0,50 3.942 3,71
2026-05-15 13F/A EverSource Wealth Advisors, LLC 40.662 -15,10 6.022 -12,38
2026-05-11 13F Fountainhead AM, LLC 346 0,58 51 4,08
2026-05-13 13F Principal Securities, Inc. 59.993 -1,59 8.885 1,54
2026-05-07 13F Cutler Investment Counsel Llc 4.329 0,44 641 3,72
2026-05-12 13F Elite Financial, Inc. 17.368 0,61 3 0,00
2026-05-05 13F Evergreen Advisors, LLC 692 102
2026-04-28 13F Northstar Group, Inc. 21.467 -0,43 3.179 2,75
2026-05-08 13F Mosaic Financial Group, Llc 3.857 0,16 1
2026-04-14 13F Granite Group Advisors, LLC 3.564 -0,78 531 3,11
2026-05-19 13F Royal Fund Management, LLC 15.796 2,28 2.343 5,54
2026-05-19 13F Mascagni Wealth Management, Inc. 11.299 14,75 1.673 18,40
2026-05-14 13F Phillips Wealth Planners LLC 2.058 -2,56 321 2,24
2026-05-08 13F 1776 Wealth LLC 2.223 -2,07 329 1,23
2026-04-24 13F Key FInancial Inc 8.710 0,00 1.290 3,12
2026-05-04 13F Citizens National Bank Trust Department 14.510 -4,94 2.149 -1,92
2026-04-08 13F BOS Asset Management, LLC 0 -100,00 0
2026-04-13 13F Mitchell Sinkler & Starr/pa 4.095 0,00 606 3,24
2026-05-12 13F Planwiser Financial, Llc 0 -100,00 0
2026-04-28 13F SBI Securities Co., Ltd. 586.333 0,61 86.836 3,82
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 84.688 1,08 12.542 2,14
2026-05-12 13F Aspiriant, Llc 13.149 1,97 1.947 5,24
2026-05-15 13F AIMZ Investment Advisors, LLC 17.484 -4,29 2.589 -1,22
2026-04-14 13F Madrona Financial Services, LLC 1.584 -55,84 235 -54,47
2026-04-16 13F Scott & Selber, Inc. 4.242 0,05 628 3,29
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-04-23 13F Barry Investment Advisors, LLC 4.802 0,10 711 3,34
2026-05-15 13F Equitable Holdings, Inc. 692.223 5,97 99.366 5,99
2026-04-14 13F Nbc Securities, Inc. 12.315 -9,07 1.824 -6,18
2026-05-14 13F Horizon Investments, LLC 4.464 99,82 661 106,56
2026-04-08 13F Dynamic Advisor Solutions LLC 40.382 0,81 5.981 4,02
2026-05-04 13F Clear Investment Research, Llc 38 6
2026-04-27 13F Lodestar Private Asset Management Llc 17.763 0,58 2.631 3,79
2026-05-08 13F Peachtree Investment Partners, LLC 1.655 0,36 245 3,81
2026-05-05 13F Donalies Financial Planning, LLC 8.705 -16,00 1.289 -13,32
2026-05-12 13F Advyzon Investment Management, LLC 7.056 64,63 1.045 69,92
2026-05-11 13F Howard Wealth Management, Llc 112.660 0,70 16.685 3,92
2026-04-08 13F West Financial Advisors, LLC 200 -53,16 30 -52,46
2026-04-21 13F Trilogy Capital Inc. 11.600 3,76 1.718 7,04
2026-04-30 13F Elevated Capital Advisors, LLC 559 0,00 83 2,50
2026-04-23 13F Willis Johnson & Associates, Inc. 5.375 -33,10 796 -30,96
2026-04-15 13F Valley National Advisers Inc 10.031 1,18 1 0,00
2026-04-17 13F Ambassador Advisors, LLC 15.889 49,28 2.353 54,09
2026-05-08 13F Perspective Wealth Advisors Llc 2.211 0,00 327 3,15
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 12.057 -14,19 1.786 -11,46
2026-01-30 13F First Citizens Investor Services, Inc. 4.803 15,48 689 17,58
2026-04-28 13F Busey Wealth Management 39.545 -15,09 5.857 -12,37
2026-04-24 13F Capital Asset Advisory Services LLC 2.963 -6,23 460 -0,86
2026-05-06 13F Sentinus, LLC 11.809 20,03 1.749 23,88
2026-05-13 13F Measured Wealth Private Client Group, LLC 161.375 -4,35 23.900 -1,30
2026-04-24 13F Able Wealth Management LLC 1.370 203
2026-05-14 13F Strategic Advisors LLC 41.552 25,55 6.154 29,56
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 6.260 -1,06 976 7,49
2026-05-12 13F CIBC Asset Management Inc 2.555 0,00 378 3,28
2026-05-05 13F PFG Advisors 136.721 6,72 20.248 10,12
2026-02-02 13F PKS Advisory Services, LLC 0 -100,00 0
2026-05-04 13F HBW Advisory Services LLC 64.857 -3,20 9.605 -0,10
2026-04-20 13F Breakwater Capital Group 2.875 0,10 426 3,16
2026-04-14 13F SigFig Wealth Management, LLC 6.054 -9,86 897 -6,96
2026-04-28 13F Kiley Juergens Wealth Management, Llc 5.586 827
2026-02-18 13F Skyview Financial Group LLC 2.257 324
2026-04-27 13F Proathlete Wealth Management Llc 39 -96,77 6 -97,11
2026-05-14 13F Rockefeller Capital Management L.P. 145.206 2,39 21.505 5,66
2026-05-15 13F Ancora Advisors, LLC 17.676 22,42 2.618 26,30
2026-04-22 13F Continuum Advisory, LLC 7.156 0,20 1.060 3,32
2026-05-11 13F Condor Capital Management 6.928 0,00 1.026 3,22
2026-05-18 13F Strait & Sound Wealth Management LLC 1.508 0,00 223 3,24
2026-05-06 13F Private Wealth Asset Management, LLC 2.237 0,00 331 3,12
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-04-30 13F Titleist Asset Management, Llc 8.448 7,51 1.251 11,00
2026-05-15 13F Hayek Kallen Investment Management 22.470 3
2026-04-13 13F Trust Co 32.062 -3,57 4.748 -0,48
2026-05-14 13F Van Hulzen Asset Management, LLC 4.776 -1,16 707 2,02
2026-04-17 13F BAM Wealth Management, LLC 1.855 2,77 275 5,79
2026-05-15 13F Hancock Whitney Corp 373.493 0,61 56.146 5,38
2026-04-14 13F Opal Wealth Advisors, LLC 1.385 -22,28 205 -19,61
2026-05-01 13F Signature Resources Capital Management, LLC 60 0,00 9 0,00
2026-05-12 13F Ausdal Financial Partners, Inc. 26.728 -1,54 3.958 1,59
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 789.676 -0,07 116.951 3,12
2026-05-14 13F RM Financial Services, LLC 12.195 23,28 1.806 27,27
2026-05-13 13F Bank Of Montreal /can/ 752.342 6,15 111.422 9,54
2026-04-20 13F Park Edge Advisors, LLC 2.485 -15,04 368 -12,17
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-13 13F Capital Group Private Client Services, Inc. 11.261 0,28 1.668 3,48
2026-05-01 13F Patten & Patten Inc/tn 2.357 1,64 349 5,12
2026-02-14 13F POM Investment Strategies, LLC 0 -100,00 0
2026-05-05 13F LFA - Lugano Financial Advisors SA 0 -100,00 0
2026-05-06 13F Zhang Financial LLC 329.681 4,98 48.826 8,33
2026-02-13 13F Pine Valley Investments Ltd Liability Co 4.532 0,02 650 1,88
2026-04-21 13F AA Financial Advisors, LLC 63.029 -6,30 9.335 -3,30
2026-04-23 13F Private Wealth Management Group, LLC 100 0,00 15 0,00
2026-04-21 13F Aaron Wealth Advisors LLC 4.888 0,00 724 3,14
2026-04-17 13F Sara-Bay Financial 25.678 11,34 3.803 14,07
2026-04-21 13F OneAscent Financial Services LLC 52.866 694,02 7.830 719,79
2026-05-13 13F/A Jpmorgan Chase & Co 5.454.000 1,70 793.448 3,09
2026-05-14 13F Rialto Wealth Management, LLC 1.389 0,00 206 3,02
2026-05-13 13F Townsquare Capital Llc 13.302 0,83 1.970 4,07
2026-05-08 13F Cura Wealth Advisors, Llc 3.900 105,26 578 112,13
2026-01-26 13F Dakota Community Bank & Trust NA 2.485 6.112,50 357 7.020,00
2026-05-13 13F Wealth Management Associates, Inc. 45.322 5,05 6.712 8,42
2026-04-30 13F Blodgett Wealth Advisors, Llc 2.107 0,00 312 3,31
2026-05-12 13F Columbia River Financial Group, LLC 7.432 -0,75 1 0,00
2026-04-15 13F Asset Allocation & Management Company, LLC 211.254 105,12 31 121,43
2026-05-07 13F Hollencrest Capital Management 2.400 0,00 355 3,20
2026-04-20 13F L.K. Benson & Company, P.C. 3.055 0,07 452 3,20
2026-05-01 13F Avion Wealth 174.887 1,78 26 4,17
2026-04-15 13F Fifth Third Securities, Inc. 6.318 -3,50 936 -0,43
2026-04-30 13F Sequoia Financial Advisors, LLC 51.543 -11,81 7.634 -9,00
2026-02-04 13F Clark Wealth Partners 0 -100,00 0 -100,00
2026-05-22 13F Coastline Complete Wealth LLC 6.241 -10,69 924 -7,78
2026-05-15 13F Brooks, Moore & Associates, Inc. 2.131 1,67 316 5,00
2026-05-14 13F Coastal Bridge Advisors, LLC 2.555 -19,45 378 -16,92
2026-05-07 13F Allen Investment Management LLC 164.208 61,31 24.319 66,47
2026-04-16 13F Security National Bank 1.562 -4,17 231 -0,86
2026-04-29 13F Birch Hill Investment Advisors LLC 2.720 0,00 403 3,08
2026-04-10 13F Pure Financial Advisors, Inc. 3.570 22,64 529 26,62
2026-05-05 13F Allspring Global Investments Holdings, LLC 118 17
2026-04-29 13F/A True Link Financial Advisors, LLC 900 133
2026-05-12 13F Benson Wealth Management INC 17 0,00 3 0,00
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 1.207 179
2026-05-14 13F Main Management LLC 3.138 -0,88 0
2026-04-24 13F Merited Wealth, LLC 4.580 6,24 678 9,71
2026-04-10 13F Octavia Wealth Advisors, LLC 82.336 2,60 12.194 5,87
2026-04-22 13F Wilkins Miller Wealth Management, LLC 24.645 3,93 3.650 7,23
2026-05-14 13F Klingman & Associates, LLC 9.264 0,00 1.372 3,16
2026-04-23 13F Catalyst Investment Management LLC 31.215 -18,62 4.842 -12,06
2026-04-24 13F DeLarme Wealth Management, Inc. 1.398 0,00 207 3,50
2026-05-15 13F Scientech Research LLC 0 -100,00 0
2026-05-13 13F Buckingham Strategic Partners 55.615 -15,16 8.234 -12,47
2026-05-06 13F Main Street Group, LTD 287 43
2026-05-15 13F First Manhattan Co 184.342 1,18 27.301 4,41
2026-05-01 13F Carnegie Capital Asset Management, LLC 21.720 -1,54 3.217 1,61
2026-05-04 13F NWF Advisory Services Inc. 10.569 -2,27 1.565 0,84
2026-05-11 13F Capital Square, LLC 3.793 588
2026-04-15 13F Peddock Capital Advisors, Llc 3.261 0,03 483 3,21
2026-05-13 13F American Financial Advisors, LLC 2.084 -52,19 309 -50,72
2026-04-08 13F RDA Financial Network 61.506 2,20 9.109 5,46
2026-04-28 13F Raleigh Capital Management Inc. 0 -100,00 0
2026-05-14 13F Capital Planning Advisors, LLC 5.437 0,00 805 3,21
2026-05-14 13F Endeavor Private Wealth, Inc. 1.596 0,00 236 3,06
2026-05-01 13F Emerald Investment Partners, Llc 1.326 -10,28 196 -7,55
2026-05-04 13F N.E.W. Advisory Services LLC 16.155 26,36 2.393 30,43
2026-05-11 13F SCS Capital Management LLC 1.463.217 -2,79 216.702 0,31
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-04-21 13F MBE Wealth Management, LLC 3.960 7,58 587 10,98
2026-04-13 13F Garrett Investment Advisors LLC 21.918 2,55 3.246 5,80
2026-05-12 13F M&t Bank Corp 282.076 -9,34 41.775 -6,45
2026-04-20 13F Auour Investments LLC 16.691 4,42 2.472 7,72
2026-04-23 13F Greenhouse Wealth Management, LLC 7.201 0,49 1.066 3,70
2026-04-21 13F Vise Technologies, Inc. 48.002 0,00 6.889 0,00
2026-05-04 13F Roberts Glore & Co Inc /il/ 3.118 0,00 462 3,13
2026-04-20 13F Kfg Wealth Management, Llc 1.795 0,34 266 3,52
2026-04-08 13F Infinity Wealth Counsel, LLC 28.895 0,31 4.279 3,51
2026-04-06 13F Rosenberg Matthew Hamilton 39.572 -1,04 5.861 2,13
2026-05-01 13F Clarity Financial LLC 11.861 -5,81 1.757 -2,82
2026-05-13 13F Invst, LLC 3.362 -61,87 498 -60,71
2026-05-06 13F German American Bancorp, Inc. 23.821 0,00 3.528 3,19
2026-05-12 13F Greenwich Wealth Management LLC 9.810 -0,76 1 0,00
2026-04-17 13F Morris Financial Concepts, Inc. 2.766 -1,81 410 1,24
2026-05-12 13F Disciplined Investors, L.L.C. 23.272 -2,63 3.447 0,47
2026-04-14 13F Moller Financial Services 2.489 0,48 369 3,66
2026-04-29 13F Sagace Wealth Management LLC 11.987 -1,56 1.775 1,60
2026-05-12 13F First American Trust, Fsb 8.929 0,55 1.322 3,77
2026-05-12 13F Jane Street Group, Llc Call 1.267.700 16,89 187.746 20,62
2026-04-22 13F Aua Capital Management, Llc 3.016 0,03 447 3,24
2026-05-12 13F Jane Street Group, Llc Put 6.300 -16,00 933 -13,29
2026-05-13 13F Corsicana & Co. 375 0,00 48 -9,43
2026-04-24 13F Root Financial Partners, LLC 11.606 -0,44 1.719 2,69
2026-05-14 13F Missouri Trust & Investment Co 556 0,00 82 3,80
2026-04-15 13F RCW Management, LLC 3.780 0,00 560 3,14
2026-04-03 13F First County Bank /CT/ 20.228 -27,21 2.996 -24,90
2026-04-28 13F TritonPoint Partners, LLC 4.624 685
2026-05-05 13F Milestone Investment Advisors LLC 80.425 6,71 11.911 10,11
2026-04-15 13F Access Financial Services, Inc. 5.509 -0,94 816 2,13
2026-04-20 13F Cardinal Point Capital Management, ULC 2.163 -4,42 320 -1,23
2026-04-08 13F Sandbox Financial Partners, LLC 4.750 1,34 703 4,61
2026-05-18 13F Arkadios Wealth Advisors 238.986 16,45 35.394 20,16
2026-04-14 13F Well Done, LLC 1.445 214
2026-04-22 13F Mindset Wealth Management, Llc 1.892 1,01 280 4,48
2026-04-14 13F Jeppson Wealth Management, Llc 1.500 -2,47 222 0,91
2026-05-15 13F New England Asset Management Inc 257.625 2,66 38.154 5,94
2026-04-13 13F Sherman Wealth Management LLC 51.985 -2,88 7.699 0,21
2026-05-11 13F Godfrey Financial Associates, Inc. 644 8,42 95 11,76
2026-05-11 13F REAP Financial Group, LLC 111 -81,92 16 -81,82
2026-04-14 13F Kozak & Associates, Inc. 140 0,00 21 5,00
2026-04-27 13F FSM Wealth Advisors, LLC 3.727 -16,58 552 -13,88
2026-04-23 13F Bigelow Investment Advisors, LLC 15.247 3,32 2.258 6,66
2026-05-14 13F Meridian Wealth Partners, LLC 1.700 0,00 252 3,29
2026-04-27 13F TCI Wealth Advisors, Inc. 4.863 0,06 720 3,30
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 189.823 -0,83 28.113 2,33
2026-05-11 13F Employees' Retirement Fund of the City of Fort Worth 62.303 0,00 9.227 3,20
2026-05-15 13F Strategies Wealth Advisors, LLC 1.471 1,45 218 4,33
2026-05-14 13F Kilter Group LLC 3 0,00 0
2026-04-29 13F Cvfg Llc 2.348 348
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 223 0,00 33 3,13
2026-05-07 13F Confluence Wealth Services, Inc. 24.655 -0,06 3.651 3,14
2026-05-05 13F Altrius Capital Management Inc 4.237 11,97 627 15,47
2026-05-07 13F Summit Global Investments 1.390 0
2026-05-05 13F Northstar Financial Companies, Inc. 5.917 51,99 876 56,99
2026-04-30 13F Mv Capital Management, Inc. 4.912 0,00 727 3,27
2026-04-09 13F Yanni & Associates Investment Advisors, LLC 1.874 0,00 278 3,36
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 73.375 -0,80 10.867 2,35
2026-04-16 13F McClarren Financial Advisors, Inc. 11.577 50,02 1.715 3,75
2026-04-24 13F UMA Financial Services, Inc. 450 0,00 67 3,13
2026-02-13 13F American Investment Services, Inc. 0 -100,00 0
2026-04-28 13F Schubert & Co 6.627 0,00 981 3,15
2026-05-08 13F Atlantic Family Wealth, Llc 2.936 435
2026-04-27 13F Ulland Investment Advisors, LLC 285 0,00 0
2026-05-14 13F Mason Investment Advisory Services, Inc. 4.384 -3,92 649 -0,76
2026-04-20 13F MBM Wealth Consultants, LLC 331.376 1,34 49.077 4,57
2026-04-28 13F Fundamentun, Llc 6.825 -40,00 1.011 -38,11
2026-05-04 13F/A Ghe, Llc 2.285 0,00 338 3,36
2026-05-06 13F Dunhill Financial, LLC 1.930 0,05 286 3,26
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 6.700 992
2026-04-06 13F Versant Capital Management, Inc 577 0,00 85 3,66
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-04-21 13F Rooted Wealth Advisors, Inc. 46.394 -1,01 7.195 0,47
2026-05-01 13F Kraft, Davis & Associates, LLC 2.440 -9,09 383 -3,28
2026-05-12 13F Stifel Financial Corp 1.375.466 -6,22 203.708 -3,23
2026-04-17 13F Signal Advisors Wealth, LLC 8.031 -5,28 1.189 -2,22
2026-05-13 13F Choate Investment Advisors 25.524 0,00 3.780 3,19
2026-04-10 13F Brucke Financial, Inc. 1.518 0,53 225 3,70
2026-05-11 13F Montis Financial, LLC 163.039 -4,79 24.146 -1,75
2026-04-29 13F Global Strategic Investment Solutions, LLC 47.200 -7,18 6.990 -4,21
2026-04-29 13F KERR FINANCIAL PLANNING Corp 256 -91,05 21 -95,22
2026-04-30 13F North Capital, Inc. 1.449 0,00 215 3,38
2026-05-07 13F Key Capital Management, INC 58 -99,15 9 -99,18
2026-04-27 13F HB Wealth Management, LLC 87.951 -7,41 13.026 -4,46
2026-05-05 13F Capital Investment Advisory Services, LLC 37.326 5,92 5.528 9,31
2026-05-05 13F Beaumont Financial Advisors, LLC 6.603 0,02 978 3,17
2026-04-21 13F Creekside Partners 13.698 0,04 2.029 3,21
2026-05-12 13F IFG Advisory, LLC 929 -99,57 138 -99,56
2026-04-23 13F Investment Planning Advisors, Inc. 1.906 1,06 282 4,44
2026-04-20 13F TFB Advisors LLC 24.566 18,30 3.638 22,08
2026-04-13 13F Market Street Wealth Management Advisors Llc 2.203 0,00 326 3,16
2026-05-08 13F Pnc Financial Services Group, Inc. 913.105 0,45 135.231 3,66
2026-05-06 13F Avalon Trust Co 0 -100,00 0
2026-04-15 13F Journey Strategic Wealth Llc 1.574 -3,14 233 0,00
2026-05-15 13F Ascent Group, LLC 16.334 -0,04 2.419 3,16
2026-04-07 13F Farther Finance Advisors, LLC 167.178 323,73 24.734 336,82
2026-05-04 13F Sigma Planning Corp 27.033 0,83 4.004 4,00
2026-05-13 13F Pfc Capital Group, Inc. 2.000 0,00 0
2026-04-29 13F Sigma Investment Counselors Inc 55.527 -7,58 8.224 -4,63
2026-05-01 13F Climber Capital SA 29.418 -12,95 4.168 -10,62
2026-05-15 13F Peapack Gladstone Financial Corp 97.674 -0,80 14 0,00
2026-05-14 13F Gwn Securities Inc. 6.558 1,41 971 4,63
2026-05-14 13F Stance Capital Llc 520 77
2026-02-11 13F Parallel Advisors, LLC 40.875 -6,70 5.866 -4,99
2026-04-27 13F Tennessee Valley Asset Management Partners 2.019 -7,77 299 -5,10
2026-04-20 13F Sowell Financial Services LLC 29.483 3,02 4.366 6,31
2026-04-21 13F PDS Planning, Inc 5.876 68,03 870 73,65
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 39.029 0,41 5.780 3,62
2026-04-30 13F Indivisible Partners 12.838 136,04 1.901 143,72
2026-04-23 13F Northstar Asset Management Llc 41.365 7,48 6.126 10,92
2026-04-29 13F Montag A & Associates Inc 3.455 0,00 512 3,23
2026-04-16 13F Kavar Capital Partners Group, Llc 2.000 296
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0 -100,00
2026-04-28 13F Westbourne Investment Advisors, Inc. 6.800 1,49 1.007 4,79
2026-05-04 13F Summit Wealth Group, LLC 5.261 0,00 779 3,18
2026-05-15 13F 10Elms LLP 126 19
2026-02-13 13F Clearview Wealth Advisors LLC 2.902 13,80 417 15,88
2026-04-27 13F Charter Capital Management, LLC\DE 205.856 2,19 30.487 5,45
2026-04-10 13F Sage Investment Advisers LLC 9.884 2,20 1.462 5,41
2026-04-27 13F Mount Yale Investment Advisors, LLC 124.693 18.467
2026-04-30 13F Opus Capital Group, LLC 212.349 0,65 31 3,33
2026-04-16 13F Smith, Salley & Associates 6.131 -74,10 908 -73,31
2026-05-15 13F Osbon Capital Management Llc 499 -11,84 74 -9,88
2026-04-13 13F Gradient Investments LLC 3.836 145,11 568 153,57
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-01-27 13F Northern Financial Advisors Inc 0 -100,00 0
2026-04-15 13F Wolff Financial Management Llc 224.100 1,74 33.189 4,99
2026-04-22 13F Princeton Global Asset Management LLC 2.237 -1,02 331 2,16
2026-05-01 13F Concord Asset Management, LLC/VA 6.746 -2,33 999 0,81
2026-04-21 13F Financial Planning Hawaii, Inc. 19.709 0,06 2.919 3,22
2026-05-07 13F Wharton Business Group, LLC 889.433 -0,34 131.686 2,81
2026-04-13 13F LexAurum Advisors, LLC 3.303 4,62 489 10,14
2026-04-30 13F Millstone Evans Group, LLC 5.860 13,08 868 16,69
2026-02-09 13F M3 Wealth Management, LLC 3.758 539
2026-04-24 13F United Community Bank 20.038 40,49 2.968 44,94
2026-04-30 13F Petix & Botte Co 12.715 -48,95 3.766 5,37
2026-05-08 13F King Luther Capital Management Corp 399 3,11
2026-05-14 13F Zacks Investment Management 1.712 254
2026-05-01 13F Pittenger & Anderson Inc 4.416 0,84 654 4,14
2026-05-01 13F Evergreen Wealth Management, LLC 71.180 0,47 10.542 3,68
2026-05-07 13F Coastwise Capital Group, LLC 9.787 0,92 1.450 4,17
2026-05-11 13F VeraBank, N.A. 20.845 0,00 3.087 3,21
2026-05-15 13F Keating Financial Advisory Services, Inc. 6.777 1,15 1.004 4,37
2026-04-08 13F Sax Wealth Advisors, Llc 6.472 0,00 929 0,00
2026-04-08 13F Arlington Trust Co LLC 457.412 5,24 67.743 8,60
2026-04-23 13F Farmers & Merchants Investments Inc 1.840 0,00 273 3,03
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-05-07 13F Johnson Financial Group, Inc. 70.377 -1,57 10.423 1,57
2026-05-01 13F Innovative Wealth Building LLC 3.553 71,89 526 77,70
2026-04-07 13F Trinity Financial Advisors LLC 40.291 -1,20 5.967 1,97
2026-04-27 13F Revisor Wealth Management LLC 1.985 0,00 294 -0,34
2026-04-17 13F Webster Bank, N. A. 15.009 0,00 2.223 3,16
2026-04-20 13F Jfs Wealth Advisors, Llc 52.324 -7,54 7.749 -4,58
2026-05-21 13F Raab & Moskowitz Asset Management LLC 88.643 9,38 13.128 12,88
2026-04-08 13F Wisconsin Wealth Advisors, LLC 8.229 0,30 1.219 3,48
2026-05-14 13F White Lighthouse Investment Management Inc. 383.007 -18,83 56.723 -16,24
2026-02-05 13F Center for Financial Planning, Inc. 2.018 2,91 290 4,71
2026-05-15 13F Breakwater Investment Management 38.648 -2,01 5.724 1,11
2026-05-05 13F Sandy Cove Advisors, LLC 3.000 0,03 444 3,26
2026-04-10 13F Northside Capital Management, LLC 138.090 0,00 20.451 3,19
2026-05-19 13F Winnow Wealth Llc 0 -100,00 0
2026-05-08 13F Jackson Hole Capital Partners, LLC 7.445 0,00 1.103 3,18
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14.037 11,14 2.079 14,68
2026-04-22 13F Investment Advisory Group, LLC 187.912 1,00 27.830 4,22
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 6.538 -2,64 968 0,52
2026-05-13 13F Fsb Premier Wealth Management, Inc. 4.925 14,64 729 18,34
2026-05-11 13F Schiavi & Co LLC 3.691 547
2026-05-15 13F Ameriprise Financial Inc 3.667.871 -12,42 543.359 -9,68
2026-04-16 13F Flywheel Private Wealth LLC 41.351 -0,03 6.124 3,17
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-05-04 13F Copia Wealth Management 1.761 -18,09 261 -15,58
2026-05-15 13F Cascades Capital Asset Management, LLC 820 10,07 121 14,15
2026-04-24 13F Vision Capital Management, Inc. 8.112 -0,69 1.201 2,47
2026-04-28 13F Bravias Capital Group, LLC 0 -100,00 0
2026-05-11 13F Penserra Capital Management LLC 130.497 9,29 19 11,76
2026-04-15 13F Curran Financial Partners, LLC 94.578 86,12 14.007 92,09
2026-05-08 13F Arthur M. Cohen & Associates, Llc 97.002 -0,09 14.351 2,99
2026-04-23 13F Moss Adams Wealth Advisors LLC 2.113 0,00 313 2,97
2026-04-27 13F Evolution Wealth Management Inc. 935 10,91 138 15,00
2026-04-14 13F Compton Wealth Advisory Group, LLC 1.403 0,00 208 2,99
2026-05-12 13F Kirtland Hills Capital Management, Llc 6.042 139,10 935 158,01
2026-05-12 13F LightSquare Wealth Management, LLC 28.413 4.208
2026-04-15 13F Steinberganna Wealth Management 2.409 0,38 357 3,49
2026-05-11 13F Commerce Bank 368.959 135,54 54.643 143,06
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 32.801 -0,79 4.858 2,36
2026-04-30 13F Horrell Capital Management, Inc. 185 0,00 27 3,85
2026-04-28 13F Planning Center, Inc. 1.820 0,00 270 3,07
2026-04-15 13F Fluent Financial, LLC 1.432 0,00 219 6,83
2026-04-20 13F Naples Global Advisors, Llc 2.311 10,89 342 14,38
2026-04-21 13F Alpine Bank Wealth Management 4.534 0,00 671 3,23
2026-05-05 13F UBS Group AG 3.722.386 29,33 551.285 33,46
2026-05-14 13F CIBC World Markets Inc. 12.549 0,90 1.859 4,15
2026-05-14 13F Catalytic Wealth RIA, LLC 30.022 1,70 4.446 4,96
2026-04-08 13F Capital Advisors Wealth Management, LLC 100.404 1,93 14.870 5,18
2026-04-28 13F Stratos Wealth Advisors, LLC 3.529 -42,19 523 -40,41
2026-04-09 13F Meriwether Wealth & Planning, LLC 1.766 0,00 262 3,16
2026-04-20 13F Provenance Wealth Advisors, LLC 3.653 0,00 541 3,24
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-05 13F Gould Asset Management Llc /ca/ 7.952 6,42 1.178 9,79
2026-05-13 13F United Services Automobile Association 0 -100,00 0
2026-04-13 13F Buska Wealth Management, LLC 179.036 -9,38 26.515 -6,49
2026-05-06 13F North Star Asset Management Inc 11.075 -0,23 1.640 2,95
2026-05-14 13F Tripletail Wealth Management, LLC 1.980 2,59 293 6,16
2026-04-28 13F Berkshire Bank 77.292 11.447
2026-05-15 13F National Philanthropic Trust 0 -100,00 0 -100,00
2026-04-03 13F Rise Advisors, LLC 1.354 200
2026-04-08 13F M.e. Allison & Co., Inc. 19.192 0,02 2.842 3,20
2026-04-08 13F Charis Legacy Partners, LLC 4.393 0,00 651 3,17
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-15 13F Bragg Financial Advisors, Inc 4.382 -3,52 649 -0,46
2026-05-04 13F V2 Financial group LLC 6.200 0,00 918 3,26
2026-05-14 13F Ballast Financial Advisors LLC 2.295 -1,42 340 1,50
2026-05-15 13F Aqr Capital Management Llc 439.845 5,46 65.141 8,83
2026-04-08 13F Warner Financial, Inc 23.231 0,14 3.441 114.600,00
2026-04-16 13F Sweeney & Michel, Llc 37.330 0,32 5.719 -1,80
2026-04-22 13F KG&L Capital Management,LLC 3.837 -2,37 568 0,71
2026-02-17 13F Snowden Capital Advisors LLC 11.460 1,57 1.645 3,40
2026-05-06 13F Fidelis Capital Partners, LLC 14.061 141,51 2.082 149,34
2026-04-28 13F Kingswood Wealth Advisors, Llc 54.752 6,50 8.109 9,89
2026-05-07 13F True North Advisors, LLC 1.721 0,00 255 2,83
2026-04-13 13F John W. Brooker & Co., CPAs 10.648 0,00 1.577 3,14
2026-04-28 13F Lansing Street Advisors 1.642 0,61 243 3,85
2026-05-04 13F Henderson Brothers Financial Partners, LLC 2.234 331
2026-04-22 13F TruNorth Capital Management, LLC 1.638 0,00 243 2,98
2026-05-15 13F Warren Averett Asset Management, LLC 437.000 27,48 64.720 31,55
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-05-14 13F Elgethun Capital Management 3.700 0,00 548 3,01
2026-05-01 13F Van Cleef Asset Management,Inc 1.663 0,00 246 3,36
2026-04-09 13F DHJJ Financial Advisors, Ltd. 800 -10,31 119 -7,09
2026-05-12 13F Ames National Corp 3.955 0,00 586 3,17
2026-05-15 13F EFG International AG 4.053 0,00 600 3,27
2026-04-28 13F Lee Danner & Bass Inc 3.992 -30,67 591 -28,45
2026-05-12 13F/A Granite FO LLC 72.511 -3,87 10.739 -0,80
2026-05-13 13F Ankerstar Wealth, LLC 619 -10,68 92 -8,08
2026-04-22 13F Coastal Investment Advisors, Inc. 1.792 -28,66 265 -26,39
2026-04-28 13F Bogart Wealth, LLC 8.745 0,10 1.295 3,35
2026-05-11 13F Salomon & Ludwin, LLC 131.531 -1,18 19.481 0,39
2026-05-15 13F Mercer Global Advisors Inc /adv 2.706.655 -1,64 400.856 7,44
2026-05-15 13F Huntington National Bank 4.051 12,15
2026-05-05 13F SOUTH STATE Corp 12.646 198,89 1.873 208,40
2026-05-08 13F Denali Advisors Llc 0 -100,00 0
2026-02-05 13F Maxele Advisors, LLC 2.107 0,00 302 2,03
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-02-26 13F/A Authentikos Wealth Advisory, LLC 0 -100,00 0
2026-04-02 13F Noble Wealth Management PBC 576 -5,26 85 -2,30
2026-04-23 13F Drucker Wealth 3.0, LLC 54.491 -1,21 8.070 1,95
2026-05-08 13F Campbell Deegan Wealth Management, LLC 1.993 0,61 295 3,87
2026-04-22 13F Hofer & Associates. Inc 41.503 0,98 6.147 4,19
2026-04-30 13F Kestra Advisory Services, LLC 1.260.883 15,07 186.737 18,74
2026-05-11 13F Chase Investment Counsel Corp 0 -100,00 0
2026-04-24 13F Berkeley, Inc 1.466 0,00 217 3,33
2026-05-05 13F Regions Financial Corp 214.837 -0,52 31.817 2,66
2026-04-10 13F Briaud Financial Planning, Inc 6.433 11,72 953 15,25
2026-05-04 13F Texas Yale Capital Corp. 2.764 3,60 409 7,07
2026-05-01 13F Kaizen Financial Strategies 22.948 599,42 3.530 651,06
2026-04-16 13F Hicks Capital Management Llc 18.950 -0,71 2.807 2,45
2026-04-22 13F LifeSteps Financial, Inc. 28.904 -0,59 4.281 2,59
2026-05-15 13F Weaver Consulting Group 16.022 -6,91 2.373 -3,97
2026-04-23 13F Mayflower Financial Advisors, LLC 11.922 56,97 1.766 62,08
2026-04-13 13F IFP Advisors, Inc 169.422 -2,38 25.091 0,74
2026-05-05 13F Ackerman Capital Advisors, LLC 5.389 -21,77 798 -19,23
2026-05-13 13F Lantern Wealth Advisors, LLC 4.790 25,10 709 29,14
2026-05-12 13F Channel Wealth Llc 2.460 -14,26 364 -11,44
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 93.008 -5,35 13.774 -2,33
2026-05-01 13F Strategic Financial Partners, Ltd. 2.040 0,00 302 3,42
2026-05-14 13F C M Bidwell & Associates Ltd 10.312 -0,20 1.527 3,04
2026-04-29 13F Capstone Wealth Management Group, Llc 75.650 -6,24 11.204 -3,25
2026-04-20 13F Foster Victor Wealth Advisors, LLC 2.768 -21,07 424 -18,97
2026-05-15 13F Quest Investment Management Llc 58.308 -2,95 8.635 0,15
2026-05-11 13F Cascade Wealth Advisors, Inc 4.827 32,90 750 39,15
2026-04-21 13F Tritonpoint Wealth, Llc 46.554 1,69 6.895 4,93
2026-04-21 13F FLP Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Strategic Blueprint, LLC 9.016 -5,52 1.335 -2,48
2026-04-27 13F Tanglewood Legacy Advisors, LLC 4.383 0,00 649 3,18
2026-05-04 13F Optima Capital Llc 2.835 11,44 420 14,79
2026-05-15 13F Smartleaf Asset Management LLC 24.503 -2,16 3.565 -1,55
2026-04-23 13F Forum Financial Management, LP 3.065 5,65 454 8,89
2026-05-07 13F Hopwood Financial Services, Inc. 1.914 0,00 283 3,28
2026-04-22 13F Semitam Bonam Llc 2.797 0,00 414 3,24
2026-05-15 13F Horizon Investment Services, LLC 5.678 0,00 841 3,19
2026-05-08 13F Private Management Group Inc 1.397 0,07 207 3,00
2026-05-14 13F O'ROURKE & COMPANY, Inc 16.521 6,26 2.447 9,64
2026-05-14 13F HighPoint Advisor Group LLC 16.722 33,40 2.476 37,63
2026-05-12 13F/A Panoramic Investment Advisors, Llc 23.421 1,14 3.469 4,36
2026-04-22 13F Spire Wealth Management 11.467 3,60 1.698 6,93
2026-04-24 13F Charter Oak Capital Management, LLC 37.278 54,26 5.521 59,17
2026-04-20 13F KFA Private Wealth Group, LLC 9.937 1,80 1.472 5,07
2026-04-17 13F Stonehearth Capital Management, LLC 7.827 0,00 1.159 3,21
2026-05-12 13F Curio Wealth, Llc 41 0,00 6 20,00
2026-05-11 13F A4 Wealth Advisors LLC 0 -100,00 0
2026-04-28 13F Atticus Wealth Management, Llc 30.844 -3,19 4.568 -0,11
2026-05-04 13F Calamos Wealth Management LLC 2.843 9,68 421 13,17
2026-05-07 13F FourThought Financial Partners, LLC 6.266 0,00 928 3,11
2026-02-02 13F Golden Road Advisors Llc 0 -100,00 0
2026-04-23 13F Ferguson Shapiro LLC 1.897 0,00 281 2,94
2026-05-07 13F AlTi Global, Inc. 1.843 0,38 273 3,42
2026-05-13 13F Mpwm Advisory Solutions, Llc 1.484 -6,96 220 -3,95
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-04-22 13F Onyx Bridge Wealth Group LLC 41.636 7,07 6.166 10,48
2026-04-15 13F Monument Capital Management 14.476 -29,30 2.144 -27,06
2026-05-06 13F Clifford Swan Investment Counsel Llc 1.847 -1,07 274 2,25
2026-05-06 13F Cornerstone Planning Group LLC 1.666 29,75 260 36,84
2026-05-04 13F Geneos Wealth Management Inc. 74.233 10,88 10.994 14,42
2026-05-05 13F truNorth Financial Services, Inc. 87.598 2,65 12.973 5,93
2026-04-16 13F Fortem Financial Group, Llc 1.600 -7,83 237 -5,22
2026-05-13 13F Alamar Capital Management, LLC 6.585 0,00 975 3,17
2026-05-14 13F Nicolet Bankshares Inc 9.853 1.458
2026-05-01 13F Northcape Wealth Management, Llc 11.706 2,53 1.734 5,80
2026-05-14 13F Keebeck Wealth Management, LLC 2.287 0,75 339 4,00
2026-05-14 13F Allworth Financial LP 749.545 3,27 111.008 6,56
2026-05-06 13F Deutsche Bank Ag\ 72.148 -2,95 10.685 0,15
2026-05-28 13F Cozad Asset Management Inc 20.332 0,85 3.011 4,08
2026-05-15 13F Mittelman Wealth Management 117.650 -2,54 17.424 0,57
2026-04-24 13F Wealth Care LLC 47.200 6.990
2026-04-28 13F MBL Wealth, LLC 1.476 0,00 219 3,32
2026-05-11 13F First Wilshire Securities Management Inc 2.600 0,00 385 3,22
2026-05-11 13F Manchester Capital Management LLC 33.947 2,07 5.028 5,32
2026-04-08 13F Emergent Wealth Advisors, LLC 3.963 3,12 587 6,35
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-01 13F Stony Point Wealth Management Inc. 37.484 1,31 5.551 4,54
2026-03-04 13F AG Campbell Advisory, LLC 594 85
2026-04-20 13F Fiduciary Alliance LLC 11.269 12,38 1.725 19,81
2026-01-21 13F Fulton Breakefield Broenniman Llc 0 -100,00 0
2026-04-13 13F/A Sunburst Financial Group, LLC 25.714 -7,55 3.808 -4,61
2026-04-22 13F SFG Wealth Management, LLC. 0 -100,00 0
2026-04-08 13F Stonebridge Financial Group, LLC 8.379 2,31 1.241 5,53
2026-04-09 13F Everhart Financial Group, Inc. 1.672 -0,06 248 2,92
2026-05-15 13F Perennial Investment Advisors, LLC 4.438 106,04 657 112,62
2026-05-15 13F Qube Research & Technologies Ltd 8.739 13,35 1.294 17,00
2026-05-11 13F Eddie Patel Inc 1.435 213
2026-04-24 13F Essex Financial Services, Inc. 171.583 0,58 25.411 3,79
2026-02-12 13F Concorde Asset Management, LLC 0 -100,00 0
2026-05-04 13F Westside Investment Management, Inc. 162.017 4,00 23.995 7,27
2026-05-15 13F Glen Eagle Advisors, LLC 30.405 -0,24 4.503 2,95
2026-04-17 13F BCS Wealth Management 2.871 -44,11 425 -42,33
2026-05-07 13F REDW Wealth LLC 0 -100,00 0
2026-04-22 13F Pinnacle Bancorp, Inc. 1.214 -1,62 180 1,13
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 9.391 -72,07 1.391 -71,19
2026-04-10 13F Auto-Owners Insurance Co 1.035.700 0,00 153.387 3,19
2026-05-15 13F Manufacturers Life Insurance Company, The 29.086 15,10 4.308 18,78
2026-05-08 13F Vanguard Advisers Inc 41.142 6.093
2026-05-14 13F Bank Of Hawaii 210.758 -0,44 31.213 2,74
2026-05-14 13F Baird Financial Group, Inc. 955.524 2,87 141.513 6,15
2026-04-21 13F Creative Capital Management Investments LLC 303 -26,63 45 -25,42
2026-05-04 13F Glassman Wealth Services 16.393 -0,53 2.428 2,62
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 6.697 -0,13 1.035 7,59
2026-04-29 13F LiftPoint Family Wealth Advisors LLC 4.068 602
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 472 0,00 70 2,99
2026-05-14 13F Hara Capital LLC 1.491 16,85 221 20,22
2026-04-21 13F Wealth Effects Llc 3.858 0,00 571 3,25
2026-04-21 13F Sensible Money, LLC 0 -100,00 0
2026-04-28 13F Libra Wealth Llc 4.429 -1,49 656 1,55
2026-05-14 13F Cedar Wealth Management, LLC 4.798 0,00 711 3,20
2026-04-29 13F Steele Capital Management, Inc. 180.206 32,01 26.689 36,23
2026-05-01 13F Legacy Financial Strategies, LLC 1.430 0,00 212 2,93
2026-05-11 13F Foundations Investment Advisors, LLC 45.728 -6,86 6.772 -3,89
2026-05-12 13F Moneta Group Investment Advisors Llc 332.863 1,67 49.297 4,92
2026-05-15 13F KDT Advisors, LLC 27.539 0,00 4.079 3,19
2026-04-17 13F New Covenant Trust Company, N.A. 19.544 -4,48 2.894 -2,26
2026-05-06 13F Meridian Wealth Management, LLC 35.185 9,59 5.211 13,09
2026-04-22 13F Bay Capital Advisors, LLC 60.117 7,62 8.903 11,05
2026-05-11 13F Jackson Wealth Management, LLC 24.286 0,16 3.597 3,36
2026-05-04 13F LaFleur & Godfrey LLC 5.581 0,47 827 3,64
2026-05-07 13F Vericrest Private Wealth 1.533 0,00 227 3,18
2026-04-24 13F Prospect Financial Services LLC 17.960 29,75 2.660 33,89
2026-05-14 13F Brown Brothers Harriman & Co 45.400 6,64 6.724 10,05
2026-04-20 13F Apella Capital, LLC 275.353 -4,87 42.710 2,81
2026-05-08 13F Prime Capital Investment Advisors, LLC 47.794 -2,47 7.078 0,64
2026-05-01 13F Sovran Advisors, LLC 6.133 -3,69 964 1,90
2026-05-07 13F Sage Financial Group Inc 3.701 1,29 548 4,58
2026-05-11 13F Northwest Quadrant Wealth Management, LLC 1.405 0,57 208 4,00
2026-05-11 13F Potentia Wealth 1.554 0,00 230 3,14
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-13 13F 49 Wealth Management, Llc 2.407 0,29 356 3,49
2026-04-24 13F Zwj Investment Counsel Inc 12.594 -2,45 1.865 0,70
2026-05-07 13F Crewe Advisors LLC 1.562 -2,56 231 0,43
2026-05-13 13F Clearwater Capital Advisors, LLC 2.284 19,33 338 23,36
2026-04-21 13F Mesirow Financial Investment Management, Inc. 552.464 39,42 81.819 43,87
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 1.949.873 1,90 289 5,11
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-29 13F Cambridge Capital Management, Llc 23.013 -4,98 3.408 -1,96
2026-05-15 13F Gw Henssler & Associates Ltd 102.033 4,70 15.111 8,04
2026-04-29 13F Resonant Capital Advisors, LLC 5.600 0,00 829 3,24
2026-04-16 13F Trinity Legacy Partners, LLC 11.861 -0,39 1.816 6,32
2026-04-30 13F Hegarty Advisors, LLC 16.290 2,29 2.413 5,56
2026-06-01 13F Foguth Wealth Management, LLC. 2.654 34,04 422 47,55
2026-05-05 13F Sky-mountain Capital Management, Inc. 30.337 0,86 4.493 0,65
2026-05-13 13F Quantum Capital Management, LLC / NJ 21.351 -2,87 3.162 0,25
2026-04-08 13F Selby Wealth Management, LLC 34.325 72,26 5.083 77,79
2026-05-12 13F Ballast Advisors Llc 868 0,00 0 -100,00
2026-05-11 13F Allianz Se 560 0,00 83 2,50
2026-04-28 13F Indiana Trust & Investment Management CO 1.629 -7,91 241 -4,74
2026-04-15 13F Snider Financial Group 4.194 -48,32 621 -46,65
2026-05-15 13F Morgan Stanley 10.354.566 1,49 1.533.511 4,72
2026-05-14 13F Sterling Wealth Management, Inc. 5.967 0,00 884 3,15
2026-05-08 13F Dodds Wealth, LLC 25.334 -5,42 3.752 -2,42
2026-02-13 13F Colony Group, LLC 521.283 175,44 74.815 180,49
2026-04-13 13F Gill Capital Partners, Llc 497 74
2026-05-14 13F Cwm, Llc 71.937 0,69 10.654 106.430,00
2026-05-11 13F Granville Capital, Inc. 760 0,00 113 2,75
2026-04-16 13F Park National Corp /oh/ 79.793 959,11 11.817 993,15
2026-05-05 13F Mount Lucas Management LP 20.219 3,53 2.994 6,85
2026-04-23 13F Cornerstone Wealth Management, LLC 8.390 -0,31 1.243 2,90
2026-05-13 13F Fortress Private Ledger, Llc 2.890 428
2026-05-07 13F Dakota Wealth Management 9.588 -18,88 1.420 -16,33
2026-04-29 13F Armor Investment Advisors, LLC 12.119 -0,82 1.795 2,34
2026-05-14 13F Redwood Investment Management, Llc 2.755 8,81 0
2026-05-11 13F Integrity Alliance, Llc. 50.667 -27,69 7.504 -25,39
2026-04-27 13F Baer Investment Advisory LLC 27.962 4.141
2026-05-01 13F TSA Wealth Managment LLC 1.980 293
2026-05-07 13F Manuka Financial, LLC 3.547 0,17 525 3,35
2026-04-28 13F Bfsg, Llc 4.854 -1,42 719 1,70
2026-04-28 13F Altfest L J & Co Inc 1.956 -52,94 290 -51,51
2026-05-12 13F Cahill Financial Advisors Inc 10.620 44,18 1.573 48,72
2026-04-15 13F Ffg Retirement Advisors Llc 42.927 -7,41 6.357 -4,45
2026-05-07 13F Midland Wealth Advisors Llc 9.428 -1,52 1.396 1,60
2026-04-22 13F Aspire Capital Advisors LLC 50.530 22,76 7.483 26,68
2026-05-06 13F Simon Quick Advisors, Llc 22.666 -1,05 3.357 2,10
2026-05-12 13F Weik Capital Management 1.945 0,00 288 3,23
2026-04-14 13F HMV Wealth Advisors, LLC 2.650 0,00 392 3,16
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 4.524 0,22 670 3,55
2026-05-13 13F Ameritas Investment Partners, Inc. 3.855 -1,23 571 1,79
2026-04-29 13F Childress Capital Advisors, Llc 65.031 27,93 9.631 32,02
2026-05-14 13F Schroder Investment Management Group 20.320 0,00 3.009 3,19
2026-04-27 13F Portland Financial Advisors Inc 10.966 0,00 1.624 3,24
2026-05-15 13F Bank Of America Corp /de/ 12.758.401 1,83 1.889.519 5,08
2026-04-08 13F Evanson Asset Management, LLC 57.833 0,44 8.565 3,65
2026-04-17 13F Roxbury Financial LLC 23 0,00 3 0,00
2026-04-08 13F FOCUS Wealth Advisors, LLC 6.108 0,02 905 3,20
2026-05-14 13F Sloy Dahl & Holst, LLC 1.415 0,00 210 2,96
2026-04-23 13F Embree Financial Group 45.822 -1,28 6.786 1,88
2026-05-04 13F Headland Capital, LLC 1.440 -5,08 213 -1,84
2026-05-13 13F Davis R M Inc 2.495 9,91 370 13,54
2026-05-13 13F GSG Advisors LLC 212.775 0,51 31.512 3,72
2026-05-01 13F McCarthy Grittinger Financial Group, LLC 2.633 0,00 390 3,18
2026-05-05 13F Dahring | Cusmano Llc 3.141 0,58 465 3,79
2026-05-12 13F Bnp Paribas Arbitrage, Sa 501.305 -28,48 74.243 -26,20
2026-05-15 13F Df Dent & Co Inc 9.913 1,17 1.468 4,41
2026-05-12 13F Ameritas Advisory Services, LLC 62.595 -4,27 9.270 -1,21
2026-04-22 13F Harbor Asset Planning, Inc. 401 0,75 59 3,51
2026-05-15 13F TCG Advisory Services, LLC 31.068 77,80 4.601 83,53
2026-05-27 13F Security Financial Services, INC. 0 -100,00 0
2026-04-15 13F City Holding Co 1.357 0,00 201 3,09
2026-05-04 13F Retirement Income Solutions, Inc 3.518 2,15 521 5,47
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 1.572 -0,19 233 2,65
2026-05-15 13F Gross & Hartman Investments LLC 90.185 10,53 13.357 14,06
2026-05-15 13F Gateway Wealth Partners, LLC 122.539 959,48 18.148 993,91
2026-04-17 13F Summit Wealth Partners, LLC 76.495 -1,71 11.329 1,43
2026-04-10 13F Waldron Private Wealth LLC 376.906 11,75 55.820 15,32
2026-04-13 13F Gibraltar Capital Management, Inc. 1.911 0,00 283 3,28
2026-04-24 13F FRG Family Wealth Advisors LLC 31.186 4,70 4.619 8,05
2026-05-13 13F Federation des caisses Desjardins du Quebec 20.170 1,95 2.987 5,21
2026-04-29 13F Marino, Stram & Associates Llc 559.760 1,81 82.900 5,06
2026-04-16 13F Diversified Trust Co 19.883 0,00 2.945 3,19
2026-05-06 13F Fort Sheridan Advisors Llc 7.571 1,80 1.121 5,06
2026-05-14 13F EP Wealth Advisors, Inc. 108.296 -7,89 16.039 -4,95
2026-05-06 13F Quest 10 Wealth Builders, Inc. 3.083 -44,24 457 -42,50
2026-02-13 13F Nicolet Advisory Services, Llc 7.779 31,51 1.148 37,65
2026-04-17 13F Guyasuta Investment Advisors Inc 25.962 1,95 3.845 5,20
2026-05-08 13F/A JPL Wealth Management, LLC 107 16
2026-05-12 13F Tme Financial, Inc. 12.438 2,68 1.842 5,98
2026-04-21 13F SWS Partners 4.266 0,28 632 3,44
2026-04-21 13F Laurel Oak Wealth Management, Llc 65.036 -8,07 9.632 -5,13
2026-05-07 13F Sagespring Wealth Partners, Llc 15.100 -0,78 2.236 2,38
2026-05-05 13F Prairie Wealth Advisors, Inc. 0 431 19,39
2026-04-07 13F Eastern Bank 6.059 186,07 897 196,04
2026-04-21 13F Sequent Planning LLC 1.487 220
2026-04-07 13F Cooper Financial Group 1.900 -4,86 281 -1,75
2026-04-27 13F Syntegra Private Wealth Group, LLC 3.619 0,53 536 3,68
2026-04-16 13F Clark Asset Management, LLC 2.322 0,00 344 3,00
2026-04-23 13F Oppenheimer & Co Inc 18.379 9,07 2.722 12,53
2026-04-15 13F Wealthcare Capital Partners, LLC 57.835 16,79 8.565 20,51
2026-01-16 13F Trust Co Of Vermont 26.721 1,99 3.835 3,85
2026-04-17 13F Sovereign Financial Group, Inc. 45.920 -2,21 6.801 0,91
2026-05-12 13F Wescott Financial Advisory Group, LLC 2.444 -21,44 362 -19,06
2026-05-15 13F Round Rock Advisors, LLC 312.896 1,71 46.340 4,96
2026-05-14 13F Miller Capital Partners, Inc. 695 0,00 103 3,03
2026-04-20 13F Values Added Financial LLC 8.997 3,50 1.332 6,82
2026-04-27 13F Altus Wealth Group LLC 1.437 0,07 213 2,91
2026-04-29 13F Garde Capital, Inc. 5.420 2,17 803 5,39
2026-05-12 13F Holderness Investments Co 15.158 21,91 2.245 25,78
2026-05-12 13F Great Diamond Partners, LLC 10.232 0,00 1.515 3,20
2026-02-13 13F Sei Investments Co 280.996 4,09 40.328 5,99
2026-05-12 13F Hrc Wealth Management, Llc 2.933 3,68 434 7,16
2026-04-17 13F Cora Capital Advisors Llc 1.428 0,00 211 3,43
2026-05-07 13F EPG Wealth Management LLC 75.998 1,21 11.255 4,45
2026-04-15 13F Gradient Capital Advisors, LLC 5.307 -1,30 786 1,82
2026-04-22 13F My Personal CFO, LLC 17.165 0,00 2.542 3,21
2026-05-21 13F BankChampaign, National Association 2.800 2.976,92 415 0,73
2026-02-06 13F Global Retirement Partners, LLC 83.348 39,39 11.962 41,93
2026-04-10 13F Green Ridge Wealth Planning LLC 4.535 0,00 672 3,23
2026-04-14 13F BSW Wealth Partners 4.415 35,30 654 39,53
2026-04-30 13F Money Concepts Capital Corp 157.470 2,88 23.321 6,16
2026-04-15 13F Third View Private Wealth, LLC 2.617 -1,54 388 1,57
2026-04-23 13F Kagan Cocozza Asset Management 2.914 -4,02 432 -0,92
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 35.518 -1,72 5 0,00
2026-05-13 13F BlackRock, Inc. 105.602 17,80 15.640 21,56
2026-05-13 13F Pitcairn Wealth Advisors LLC 5.890 0,00 845 0,00
2026-04-28 13F Flagship Harbor Advisors, Llc 74.438 0,64 11.024 3,85
2026-05-13 13F Truvestments Capital Llc 454 320,37 67 346,67
2026-05-15 13F Advisory Services Network, LLC 57.237 -12,68 8.477 -9,90
2026-04-28 13F Tide Cove Capital Partners LLC 51.610 -20,43 7.986 -20,94
2026-04-10 13F Novem Group 137.293 1.055,37 20.333 1.092,55
2026-05-14 13F Mcguire Capital Advisors Inc 2.151 -2,05 319 0,95
2026-04-15 13F ARS Wealth Advisors Group, LLC 1.874 2,46 278 5,73
2026-04-22 13F Omnitrust Wealth Management, Inc 0 -100,00 0
2026-05-27 13F Capasso Planning Partners LLC 1.464 0,00 217 2,86
2026-04-27 13F PAX Financial Group, LLC 21.611 -12,25 3.201 -9,45
2026-04-23 13F TFC Financial Management 1.333 462,45 197 496,97
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 0 -100,00 0
2026-04-30 13F Madison Wealth Partners, Inc 8.885 20,05 1.316 23,82
2026-05-15 13F NCM Capital Management, LLC 7.156 0,00 1.060 3,12
2026-04-28 13F PUREfi Wealth, LLC 10.007 0,59 1.482 3,85
2026-04-16 13F Sentinel Pension Advisors Inc 1.670 -6,76 247 -3,89
2026-05-14 13F Evoke Wealth, Llc 17.885 16,52 2.649 20,25
2026-05-15 13F Toroso Investments, LLC 0 -100,00 0
2026-04-28 13F Investment Management Corp /va/ /adv 18.142 1,16 2.687 4,39
2026-04-13 13F St Germain D J Co Inc 3.905 15,70 578 19,42
2026-05-05 13F Clear Harbor Asset Management, LLC 39.841 -2,75 5.901 0,36
2026-05-11 13F Commonwealth Retirement Investments LLC 3.664 -1,87 543 1,31
2026-05-13 13F Natixis Advisors, L.p. 139.085 6,45 21 11,11
2026-04-13 13F Breachway Investments LLC 3.351 0,09 496 3,13
2026-04-23 13F Next Level Private LLC 4.161 3,00 616 6,39
2026-04-17 13F High Net Worth Advisory Group LLC 104.004 1,05 15.403 4,28
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-04-28 13F Blue Sky Capital Consultants Group, Inc. 2.230 0,00 330 3,13
2026-05-15 13F Whalerock Point Partners, Llc 4.158 0,00 616 3,19
2026-05-05 13F Premier Financial Group 41 0,00 6 20,00
2026-05-11 13F Clarendon Private LLC 1.387 205
2026-05-15 13F JT Stratford LLC 10.320 -3,76 1.528 -0,65
2026-05-05 13F Birchwood Financial Partners, Inc. 135 20
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 6.902 26,36 1.022 30,52
2026-05-08 13F Zions Bancorporation, National Association /ut/ 0 -100,00 0
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 13.741 24,20 2.148 35,35
2026-04-27 13F Beacon Financial Advisory LLC 13.672 -2,02 2.025 1,10
2026-05-01 13F Vantage Point Financial LLC 1.389 206
2026-04-28 13F Belpointe Asset Management LLC 10.596 44,62 1.569 49,29
2026-05-01 13F Harwood Advisory Group, LLC 724 0,28 107 3,88
2026-05-06 13F Sound View Wealth Advisors Group, LLC 60.702 -1,33 8.990 1,81
2026-05-13 13F Argent Trust Co 6.717 8,08 995 11,56
2026-05-11 13F Savvy Advisors, Inc. 29.030 32,43 4.299 36,65
2026-05-15 13F Coco Enterprises, LLC 163.823 -0,29 24.302 3,07
2026-04-13 13F Wynn Capital, LLC 6.065 0,00 898 3,22
2026-04-20 13F Global Financial Private Client, LLC 2.511 0,00 372 3,06
2026-04-10 13F Prosperity Planning, Inc. 1.388 -25,50 206 -23,22
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0
2026-05-08 13F Cm Wealth Advisors Llc 5.017 0,00 743 3,19
2026-04-15 13F Seacrest Wealth Management, Llc 4.361 8,54 646 10,82
2026-05-15 13F Tradition Wealth Management, LLC 16.163 -0,54 2.394 2,62
2026-04-21 13F Welch Group, LLC 6.955 -2,18 1.030 0,98
2026-04-27 13F BIP Wealth, LLC 38.520 -15,50 5.705 -12,81
2026-04-09 13F Mechanics Bank Trust Department 21.822 -0,81 3.232 2,34
2026-05-05 13F Leo Wealth, LLC 12.671 -9,83 1.877 -6,94
2026-04-13 13F Massmutual Trust Co Fsb/adv 1.433 -96,48 212 -96,37
2026-05-11 13F Financial Perspectives, Inc 145.107 0,55 21.490 3,76
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-04-14 13F eCIO, Inc. 0 -100,00 0
2026-04-16 13F XML Financial, LLC 62.172 2,94 9.208 6,22
2026-04-21 13F Delap Wealth Advisory, Llc 5.031 0,00 745 3,19
2026-04-29 13F San Luis Wealth Advisors LLC 5.090 3,43 754 6,66
2026-04-17 13F Richards, Merrill & Peterson, Inc. 7.027 0,57 1.041 3,79
2026-04-23 13F RIA Advisory Group LLC 2.122 0,66 314 3,97
2026-05-04 13F CORDA Investment Management, LLC. 31.811 -3,68 4.711 -0,59
2026-05-11 13F Allianz Asset Management GmbH 45 0,00 7 0,00
2026-05-08 13F Firestone Capital Management 2.464 2,92 365 6,12
2026-05-14 13F Twin Tree Management, LP Call 0 -100,00 0
2026-04-21 13F Nemes Rush Group LLC 236 15,69 35 17,24
2026-05-12 13F Atlantic Union Bankshares Corp 3.309 -3,81 490 -0,61
2026-05-01 13F Citizens Financial Group Inc/ri 21.156 -0,63 3.133 2,55
2026-05-07 13F Hanover Advisors Inc 30.927 0,18 4.580 3,39
2026-05-07 13F 360 Financial, Inc. 13.326 -0,08 1.974 3,08
2026-04-24 13F Private Advisor Group, LLC 382.664 1,53 56.673 4,77
2026-05-07 13F Next Capital Management LLC 8.193 5,34 1.213 8,69
2026-04-30 13F ETF Store, Inc. 1.837 0,38 272 3,44
2026-05-27 13F Allen Capital Group, LLC 44.354 0,72 6.569 3,92
2026-05-11 13F Biltmore Family Office, LLC 48.446 5,26 7.175 8,61
2026-04-15 13F PW Nova Financial Services LLC 1.749 -0,57 259 1,57
2026-04-27 13F Albion Financial Group /ut 530 78
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 1.726 0,00 256 -4,85
2026-04-27 13F S.A. Mason LLC 3.938 0,00 583 3,19
2026-05-07 13F Dravo Bay Llc 2.814 0,00 417 3,23
2026-05-11 13F OpenArc Corporate Advisory, LLC 9.488 1,30 1.405 4,54
2026-05-15 13F/A Arrowroot Family Office, LLC 15.555 -14,81 2.304 -12,10
2026-04-28 13F BLB&B Advisors, LLC 2.059 0,00 305 3,05
2026-02-13 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-05-13 13F Richard W. Paul & Associates, LLC 15.046 -0,03 2.228 3,15
2026-05-04 13F Concentrum Wealth Management 1.900 281
2026-04-28 13F GM Advisory Group, Inc. 7.915 100,68 1.172 107,43
2026-05-05 13F Frisch Financial Group, Inc. 4.393 0,05 651 3,17
2026-05-06 13F Sterling Financial Planning, Inc. 81.419 3,00 12.058 6,29
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-16 13F Sheets Smith Wealth Management 1.386 205
2026-04-08 13F Wealthspan Partners, Llc 47.543 4,40 7.041 7,74
2026-05-12 13F TIAA Wealth Investment Management LLC 830 121
2026-04-03 13F Hickory Point Bank & Trust 21.134 -0,28 3.130 2,89
2026-04-30 13F Ibex Wealth Advisors 10.624 -11,13 1.574 -8,28
2026-04-21 13F Verity Asset Management, Inc. 13.640 4,43 2.020 7,79
2026-05-18 13F Centaurus Financial, Inc. 14.115 7,32 2 100,00
2026-05-13 13F NFP Retirement, Inc. 40.103 26,36 5.939 30,41
2026-05-01 13F New Republic Capital, LLC 7.151 -6,56 1.059 -3,55
2026-05-04 13F Wsfs Capital Management, Llc 122.179 -13,60 18.095 -10,84
2026-04-17 13F Burns J W & Co Inc/ny 71.472 20,16 10.585 24,00
2026-05-15 13F Fmr Llc 345.410 16,81 51.155 20,53
2026-04-01 13F Helen Stephens Group, LLC 3.782 0,13 560 3,32
2026-04-22 13F Krm Wealth Management L.l.c. 4.383 -6,94 649 -3,85
2026-05-04 13F Mml Investors Services, Llc 522.526 -16,68 77.386 -14,02
2026-05-01 13F Fifth Third Bancorp 236.843 1.198,62 35.076 1.240,31
2026-04-10 13F Charles Schwab Trust Co 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 10.144 -4,94 1.476 -3,66
2026-05-15 13F CI Private Wealth, LLC 723.858 -0,87 107.072 2,17
2026-05-14 13F Dorsey & Whitney Trust CO LLC 53.515 -0,05 7.926 3,14
2026-05-15 13F Vista Investment Management 7.596 -1,44 1.125 1,72
2026-04-23 13F Macco Financial Group, Inc. 3.977 589
2026-05-15 13F Advisor Group Holdings, Inc. 1.384.842 -4,83 205.150 -1,80
2026-04-22 13F Hurlow Wealth Management Group, Inc. 3.677 0,00 545 3,23
2026-04-09 13F CRA Financial Services, LLC 13.222 13,14 1.958 16,76
2026-04-30 13F Cedar Mountain Advisors, LLC 579 -18,10 86 -15,84
2026-05-13 13F Ubs Asset Management Americas Inc 223.273 428,26 33.067 445,10
2026-04-16 13F Friday Financial 3.499 0,00 518 3,19
2026-05-07 13F New Insight Wealth Advisors 11.961 -7,06 1.771 -4,11
2026-05-14 13F SWAN Capital LLC 105.343 21,64 15.601 25,53
2026-04-20 13F LifeWealth Investments, LLC 0 -100,00 0
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 1.379 204
2026-05-15 13F Armis Advisers, LLC 24.238 2,07 3.772 9,43
2026-05-07 13F Lakeshore Financial Planning, Inc. 1.615 239
2026-04-24 13F Saxony Capital Management, LLC 4.208 19,07 623 22,88
2026-04-17 13F Novare Capital Management Llc 10.057 -0,03 1.489 3,19
2026-04-14 13F Approach Retirement Advisors, LLC 2.279 0,49 338 3,69
2026-04-30 13F SkyOak Wealth, LLC 1.455 0,00 215 3,37
2026-05-05 13F Frazier Financial Advisors, LLC 1.478 0,00 219 2,83
2026-04-20 13F Godsey & Gibb Associates 2.310 0,00 342 3,32
2026-05-15 13F Veridan Wealth LLC 2.671 0,49 396 3,67
2026-01-29 13F Comerica Bank 204.322 -1,75 29.324 0,04
2026-04-08 13F Ehrlich Financial Group 1.774 -30,35 263 -28,22
2026-05-11 13F Newport Capital Group, LLC 2.937 5,65 435 9,05
2026-05-01 13F Team Financial Group, LLC 3.288 1,23 487 4,51
2026-04-30 13F GreatBanc Trust CO 10.785 -17,83 1.597 -15,19
2026-05-14 13F Aspen Grove Capital, LLC 7.346 0,00 1.088 3,13
2026-04-09 13F Wedmont Private Capital 30.183 14,59 4.590 20,13
2026-04-29 13F Red Crane Wealth Management, Llc 1.790 0,39 265 3,92
2026-04-17 13F RFG Advisory, LLC 35.157 9,42 5.207 12,90
2026-04-27 13F Td Private Client Wealth Llc 11 -50,00 2 -66,67
2026-04-21 13F Claro Advisors LLC 0 -100,00 0
2026-04-14 13F Plancorp, LLC 7.440 0,95 1.131 7,00
2026-05-11 13F Fairscale Capital, LLC 9.883 -0,47 1.464 2,67
2026-05-14 13F/A Leo H. Evart, Inc. 3.003 445
2026-05-04 13F J.Safra Asset Management Corp 964 0,00 143 2,90
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 -100,00 0
2026-05-14 13F Pacific Financial Group Inc 1.628 0,00 241 3,43
2026-04-15 13F Scott Capital Advisors, LLC 14.501 6,84 2.205 13,25
2026-05-11 13F Rebalance, Llc 199.088 3,92 29.485 7,23
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 11.532 1.708
2026-05-11 13F Sidoxia Capital Management, LLC 11.045 1.636
2026-05-08 13F BG Investment Services, Inc. 7.472 14,85 1.107 18,54
2026-05-08 13F Curtis Advisory Group, LLC 7.341 -7,16 1.087 -4,14
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
US:VYM 158,24 $
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2026 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Features
Explore
Help Center