Grundlæggende statistik
| Institutionelle ejere | 3832 total, 3817 long only, 1 short only, 14 long/short - change of 4,38% MRQ |
| Del pris | 653,56 |
| Gennemsnitlig porteføljeallokering | 2.7458 % - change of -7,63% MRQ |
| Institutionelle aktier (lange) | 541.371.217 (ex 13D/G) - change of 19,05MM shares 3,65% MRQ |
| Institutionel værdi (lang) | $ 315.640.168 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard S&P 500 ETF (GB:0LO6) har 3832 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 541,371,217 aktier. Største aktionærer omfatter Vanguard Group Inc, California Public Employees Retirement System, Raymond James Financial Inc, Bank Of America Corp /de/, Morgan Stanley, Royal Bank Of Canada, Jones Financial Companies Lllp, Goldman Sachs Group Inc, Capula Management Ltd, and Jpmorgan Chase & Co .
Vanguard Index Funds - Vanguard S&P 500 ETF (LSE:0LO6) 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%.
The share price as of April 28, 2026 is 653,56 / share. Previously, on April 30, 2025, the share price was 507,16 / share. This represents an increase of 28,87% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-03 | 13F | CORDA Investment Management, LLC. | 26.893 | 0,06 | 16.866 | 2,47 | ||||
| 2026-04-13 | 13F | Defender Capital, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 349.162 | -6,30 | 208.642 | -10,72 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 1.861 | 0,59 | 1.167 | 3,09 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | Put | 1.315 | -16,15 | |||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 13.061 | -2,83 | 8.191 | -0,51 | ||||
| 2026-02-12 | 13F | Ruggiero Investments, Inc. | 658 | 413 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 25.688 | -1,92 | 15.350 | -6,55 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 1.163 | 28,65 | 729 | 31,83 | ||||
| 2026-02-03 | 13F | RB Capital Management, LLC | 4.860 | 60,24 | 3.048 | 64,14 | ||||
| 2026-02-13 | 13F | OMERS ADMINISTRATION Corp | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 23.960 | -23,41 | 14.317 | -27,02 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 1.332 | -6,39 | 796 | -10,76 | ||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 1.776 | -5,03 | 1.114 | -2,71 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.405 | 119,03 | 1.437 | 127,73 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 86.892 | -44,03 | 54.493 | -42,68 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 459.800 | -36,94 | 288.354 | -35,43 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 543.100 | -35,70 | 340.594 | -34,16 | |||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 528 | 19,19 | 0 | |||||
| 2026-04-22 | 13F | Truefg, Llc | 1.326 | -3,00 | 792 | -7,48 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 91.667 | 7,83 | 54.776 | 2,74 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 381 | 12,06 | 228 | 6,57 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 1.109 | 0,09 | 695 | 2,51 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 331 | 512,96 | 198 | 496,97 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 599 | 25,05 | 358 | 19,33 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 21.387 | 2,80 | 13.412 | 5,28 | ||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 82.979 | 4,22 | 52.039 | 6,43 | ||||
| 2026-02-17 | 13F | Scientech Research LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 5.851 | -1,96 | 3.496 | -6,57 | ||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 3.721 | 13,07 | 2.334 | 15,78 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 794 | 474 | ||||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 403 | 0,00 | 264 | 2,73 | ||||
| 2026-02-17 | 13F | Atom Investors LP | 67.041 | 42.043 | ||||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 38.829 | -0,73 | 23.202 | -5,41 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 305 | -2,24 | 182 | -7,18 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 201.947 | -2,29 | 126.647 | 3,32 | ||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 2.660 | 4,35 | 1.668 | 6,85 | ||||
| 2026-02-17 | 13F | Park Presidio Capital Llc | 56.565 | 46,48 | 35.474 | 50,00 | ||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 441 | 277 | ||||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1.232 | 28,47 | 736 | 22,46 | ||||
| 2026-01-22 | 13F | Hill Island Financial Llc | 103.094 | 0,51 | 64.653 | 2,93 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 11.530 | 40,58 | 7.231 | 43,97 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 11.290 | 5,94 | 7.080 | 8,49 | ||||
| 2026-04-21 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 1.032 | 0,00 | 617 | -4,79 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 87.577 | 0,12 | 52.331 | -4,60 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 1.394 | -11,44 | 833 | -15,70 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 2.624 | 5,42 | 1.646 | 7,94 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 219 | 0,00 | 137 | 2,24 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 1.112 | 0,27 | 664 | -4,46 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 4.691 | -15,83 | 2.804 | -19,80 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 4.253 | -1,21 | 2.667 | 1,14 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 13.117 | -6,13 | 8.226 | -3,87 | ||||
| 2026-04-09 | 13F | Overbrook Management Corp | 543 | 3,63 | 324 | -1,22 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 7.282 | 6,38 | 4.567 | 8,92 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 178.483 | -2,94 | 112 | -0,89 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 6.587 | -12,45 | 4.131 | -10,33 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 933 | 0,00 | 585 | 2,28 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 51.712 | 22,83 | 32.434 | 25,81 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 3.915 | -3,36 | 2.455 | -1,01 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 402.887 | 8,04 | 240.745 | 2,94 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 1.928 | -4,51 | 1.152 | -8,93 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 5.946 | 3.729 | ||||||
| 2026-02-12 | 13F | MetLife Investment Management, LLC | 8.102 | -23,82 | 5.081 | -21,99 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 21.381 | 0,00 | 13.409 | 2,41 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 36.571 | 22.935 | ||||||
| 2026-02-12 | 13F | Adviser Investments LLC | 86.969 | 19,70 | 54.540 | 22,58 | ||||
| 2026-02-17 | 13F | Legacy Wealth Advisors, LLC | 4.767 | 2.990 | ||||||
| 2026-02-17 | 13F | Janus Henderson Group Plc | 476.793 | -2,44 | 299.011 | -0,09 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 878 | -3,62 | 525 | -8,23 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 1.001 | 8,10 | 627 | 10,78 | ||||
| 2026-02-10 | 13F | EagleClaw Capital Managment, LLC | 2.579 | 0,59 | 1.617 | 2,99 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 566 | 0,00 | 355 | 2,31 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 26.731 | -0,07 | 16.764 | 2,33 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 114 | -0,87 | 71 | 1,43 | ||||
| 2026-04-21 | 13F | Maseco Llp | 35.683 | -2,73 | 21.328 | -7,29 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 4.160 | -0,07 | 2.486 | -4,79 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 491 | 3,37 | 293 | -1,35 | ||||
| 2026-02-10 | 13F | Crestmont Private Wealth LLC | 98.561 | 0,24 | 61.811 | 2,66 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 543 | -1,81 | 325 | -6,36 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 9.372 | 0,29 | 5.878 | 2,42 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 492 | 2,29 | 309 | 4,76 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1.478 | 0,00 | 883 | -4,64 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 2.036 | -3,09 | 1.277 | -0,78 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 3.263 | 15,91 | 1.950 | 10,42 | ||||
| 2026-04-29 | 13F | Invested Advisors | 823 | 14,62 | 492 | 9,11 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 437 | -6,62 | 261 | -10,92 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 1.248 | 0,00 | 746 | -4,73 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 923 | -4,55 | 551 | -9,08 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 62 | 39 | ||||||
| 2026-01-26 | 13F | Riverview Trust Co | 2.740 | 0,00 | 1.718 | 2,44 | ||||
| 2026-02-05 | 13F | Mason & Associates Inc | 1.094 | 35,06 | 686 | 38,59 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 4.267 | 56,41 | 2.550 | 49,12 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 2.179 | -3,92 | 1.366 | -1,59 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 1.985 | 0,00 | 1.186 | -4,66 | ||||
| 2025-12-10 | 13F | Mainstay Capital Management Llc /adv | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 51.614 | 0,30 | 32.369 | 2,72 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 151.783 | 4,70 | 90.700 | -0,24 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 18.519 | 1,44 | 11.066 | -3,35 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1.568 | 0,00 | 937 | -4,68 | ||||
| 2026-04-22 | 13F | Avalon Advisory Group | 1.387 | 0,80 | 829 | -4,06 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 14.784 | 8,64 | 8.834 | 3,52 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 1.776 | -7,69 | 1.061 | -12,02 | ||||
| 2026-01-28 | 13F | Campbell Capital Management Inc | 321 | 201 | ||||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 13.774 | 2,24 | 8.638 | 4,72 | ||||
| 2026-02-13 | 13F | Searle & Co. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 2.342 | 37,76 | 1.399 | 31,24 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 1.841 | 10,31 | 1.100 | 5,07 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 1.076 | -0,37 | 643 | -5,17 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 24.064 | 0,21 | 14.380 | -4,52 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 956.800 | 6,91 | 571.736 | 1,86 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 13.683 | 11,25 | 8.176 | 6,00 | ||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 6.975 | 4.374 | ||||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 13.942 | -3,34 | 8.331 | -7,89 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 53.737 | 3,59 | 32.111 | -1,30 | ||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 3.222 | 7,94 | 1.925 | 2,89 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 2.244 | 9,78 | 1.341 | 4,61 | ||||
| 2026-02-06 | 13F | KDT Advisors, LLC | 14.354 | 0,00 | 9.002 | 2,40 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 326.075 | 41,95 | 204.491 | 45,37 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 3.666 | 41,54 | 2.299 | 44,96 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 693 | 0,00 | 442 | 3,76 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 1.882 | -10,17 | 1.180 | -7,96 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 1.751 | 0,00 | 1.046 | -4,74 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3.147 | 17,82 | 1.880 | 12,24 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 18 | -35,71 | 11 | -35,29 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 317.375 | -4,63 | 189.647 | -9,13 | ||||
| 2026-02-17 | 13F | State Of Wisconsin Investment Board | 550 | 345 | ||||||
| 2026-02-06 | 13F | Paradigm Capital Management, LLC/NV | 482 | 0,42 | 0 | |||||
| 2026-04-22 | 13F | Mid-American Wealth Advisory Group, Inc. | 484 | 0,00 | 303 | 0,00 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 4.688 | -2,60 | 2.940 | -0,27 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 7.470 | -42,60 | 4.464 | -45,71 | ||||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 1.100 | -59,26 | 691 | -58,35 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 239.969 | -10,28 | 143.394 | -14,52 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 787 | 19,79 | 470 | 14,36 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 2.243 | 0,00 | 1.340 | -4,69 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 58.246 | 22,29 | 36.654 | 25,18 | ||||
| 2026-04-30 | 13F | Summa Corp. | 6.912 | 4.130 | ||||||
| 2026-04-30 | 13F | Guided Capital Wealth Management, LLC | 1.098 | 0,00 | 656 | -4,65 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 4.342 | 7,37 | 2.594 | 2,33 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 650 | 0,00 | 408 | 2,26 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | Put | 100 | 63 | |||||
| 2026-04-22 | 13F | Kennedy Investment Group | 1.779 | -23,42 | 1.063 | -26,99 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 585.411 | 13,13 | 367.129 | 15,86 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 30.898 | 0,99 | 18.463 | -3,77 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 2.852 | -1,62 | 1.865 | 0,92 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 173 | -15,20 | 108 | -13,60 | ||||
| 2026-02-17 | 13F | EFG International AG | 37.948 | 23.798 | ||||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 13.517 | 2,90 | 8.477 | 5,37 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 651 | -34,38 | 389 | -37,46 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 912 | 5,31 | 572 | 7,92 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 42.249 | 26.496 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 28.248 | -3,14 | 16.879 | -7,71 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 1.823 | 1,73 | 1.089 | -3,03 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 1.096 | 0,00 | 655 | -4,80 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2.395 | 15,09 | 1.544 | 16,53 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 7.960 | 4.992 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 1.509.542 | -1,38 | 302.344 | -1,90 | ||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 902 | 566 | ||||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 15.764 | 22,43 | 10.290 | 26,80 | ||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 359 | 225 | ||||||
| 2026-02-04 | 13F | Bensler, LLC | 3.477 | -0,34 | 2.181 | 2,06 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 7.989 | -18,01 | 4.774 | -21,88 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 17.842 | 76,23 | 10.662 | 67,94 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 3.187.606 | 29,18 | 1.829.065 | 20,91 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 43.490 | 3,45 | 25.987 | -2,15 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 110.474 | 14,82 | 66.014 | 9,41 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 7.918 | 0,47 | 4.732 | -4,27 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 81.582 | 0,51 | 48.749 | -5,90 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 7.883 | 3,89 | 4.710 | -1,01 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 3.859 | 2.420 | ||||||
| 2026-02-11 | 13F | Jabodon Pt Co | 322.647 | 202 | ||||||
| 2026-02-10 | 13F | Ellevest, Inc. | 2.509 | -1,30 | 1.573 | 1,09 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 8.706 | -1,01 | 5.460 | 1,37 | ||||
| 2026-02-11 | 13F | Taylor Hoffman Capital Management LLC | 5.458 | -1,41 | 3.423 | 0,94 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 11.688.493 | -57,10 | 7.330.206 | -56,07 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 2.946 | -0,24 | 1.774 | -4,16 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 30.979 | 2,00 | 18.511 | -2,81 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2.137 | 16,97 | 1.277 | 11,34 | ||||
| 2026-02-17 | 13F | Campion Asset Management LLC | 1.100 | 0,00 | 690 | 2,38 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 84.447 | 5,19 | 52.959 | 7,72 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 802 | -1,47 | 479 | -4,20 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1.746 | 8,04 | 1.043 | 2,96 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 60.876 | -11,55 | 38.177 | -9,42 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1.308 | -0,76 | 782 | -5,45 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 3.599 | 43,22 | 2.257 | 46,65 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 78.206 | -8,38 | 46.732 | -12,70 | ||||
| 2026-02-11 | 13F | State Farm Mutual Automobile Insurance Co | 284.075 | 43,84 | 178.152 | 47,31 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 96.791 | 1,83 | 57.838 | -2,97 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 220.765 | -3,58 | 138 | -1,43 | ||||
| 2026-02-13 | 13F | Markin Asset Management, LP | 5.041 | 3.161 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 110 | -44,72 | 66 | -47,58 | ||||
| 2026-02-09 | 13F | Knights of Columbus Asset Advisors LLC | 558 | 0,00 | 350 | 2,35 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | XTX Topco Ltd | 8.146 | 5.109 | ||||||
| 2026-04-24 | 13F | Optas, LLC | 91.770 | 1,27 | 54.840 | -3,51 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 1.447 | 14,48 | 865 | 9,09 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 52.501 | 1,47 | 32.929 | 3,94 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 5.374 | 0,00 | 3.211 | -4,72 | ||||
| 2026-02-12 | 13F | Barings Llc | 35.299 | 0,00 | 22.137 | 2,41 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 20.540 | 0,16 | 12.274 | -4,56 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 2.973 | -0,50 | 1.776 | -5,18 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 13.500 | -37,06 | 8.466 | -35,54 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 5.724 | 3.420 | ||||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 4.957 | -27,89 | 2.962 | -31,29 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 783 | -3,09 | 491 | -0,81 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 3.940 | 74,65 | 2.354 | 66,48 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 693 | -14,02 | 414 | -18,02 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 9.963 | -63,39 | 6.227 | -63,51 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 802 | -46,21 | 503 | -45,85 | ||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 6.920 | 0,00 | 4.340 | 2,41 | ||||
| 2026-02-09 | 13F | Wellington Shields Capital Management, LLC | 8.694 | 6,90 | 5.452 | 9,48 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 1.281 | 0,00 | 765 | -4,73 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 61.415 | -1,04 | 38.515 | 1,08 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 35.946 | -17,86 | 21.479 | -21,73 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 101.313 | 26,82 | 63.609 | 29,99 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 11.116 | 57,97 | 6.971 | 61,78 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 23.913 | -1,57 | 14.289 | -6,22 | ||||
| 2026-02-03 | 13F | Wulff, Hansen & Co. | 1.931 | -3,98 | 1.211 | -1,71 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 1.691.433 | 4,29 | 1.035.800 | 12,43 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 2.795 | -1,76 | 1.753 | 0,29 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 85.192 | -0,12 | 50.906 | -4,83 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 2.283 | -0,09 | 1 | 0,00 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 4.140 | 6,26 | 2.648 | 7,60 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 8.750 | 2,95 | 5.487 | 5,44 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 2.646 | 4,63 | 1.581 | -0,32 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 812 | 0,00 | 509 | 2,41 | ||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 5.283 | 33,85 | 3.157 | 27,52 | ||||
| 2026-01-21 | 13F | Tandem Investment Partners LLC | 1.927 | -3,75 | 1.208 | -1,39 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 21.941 | 2,43 | 13.760 | 4,89 | ||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 2.593 | 346,30 | 1.626 | 357,75 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 60.528 | -1,13 | 37.959 | 1,26 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 402.700 | 29,65 | 252.545 | 32,78 | |||
| 2026-02-12 | 13F | Jane Street Group, Llc | 28.796 | -0,51 | 18.059 | 1,88 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 191.800 | -57,96 | 120.284 | -56,94 | |||
| 2026-04-29 | 13F | Connable Office Inc | 13.496 | 2,55 | 8.065 | -2,29 | ||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 36.367 | 1,63 | 22.334 | 9,55 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 67 | -2,90 | 42 | -2,38 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 4.290 | -0,30 | 2.690 | 1,82 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 19.131 | 15,85 | 11.432 | 10,38 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 1.625 | -2,40 | 1.019 | 0,00 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 67 | 0,00 | 42 | 2,44 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 19.272 | -30,01 | 11.516 | -33,32 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 943 | 0,00 | 563 | -4,74 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 1.780 | 1,25 | 1.064 | -3,54 | ||||
| 2026-02-06 | 13F | Payden & Rygel | 26.955 | -3,04 | 17 | -5,88 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 13 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 3.532 | 11,95 | 2.318 | 17,19 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 18.108 | -0,15 | 11.356 | 2,25 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 2.007 | 18,76 | 1.199 | 13,22 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 1.111 | 1,09 | 664 | -3,77 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 637 | 0,00 | 399 | 2,31 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 25.270 | -5,97 | 15.100 | -10,41 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 1.919 | 1.203 | ||||||
| 2026-02-11 | 13F | Galilei Investment Office LLP | 72.900 | -2,56 | 44.998 | -0,07 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 444 | 6,99 | 266 | 1,92 | ||||
| 2026-04-20 | 13F | 25 Llc | 6.532 | -6,83 | 3.903 | -11,23 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 11.917 | -0,52 | 7.528 | 3,01 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 2.525 | -2,92 | 1.584 | -0,57 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 40.052 | 0,52 | 25.118 | 2,94 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 17.484 | 0,47 | 10.448 | -4,27 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 858 | 13,94 | 513 | 8,47 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 6 | 0,00 | 4 | 0,00 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 2.972 | 15,51 | 1.776 | 10,04 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 1.192 | 21,63 | 1 | |||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 1.399 | -28,59 | 836 | -32,00 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 119.887 | -3,14 | 75.185 | -0,86 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 529 | 332 | ||||||
| 2026-02-18 | 13F | Front Street Capital Management, Inc. | 69.175 | -0,24 | 43 | 2,38 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 23.647 | -2,87 | 14.130 | -7,45 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 10.546 | -2,83 | 6.302 | -7,41 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 468 | 0,43 | 279 | -4,45 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 6.610 | 0,75 | 3.950 | -4,03 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 6.773 | -52,15 | 4 | -50,00 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 6.078 | -13,37 | 3.632 | -17,46 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 1.488.405 | -2,40 | 933.423 | -0,05 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 403 | 25,94 | 244 | 21,50 | ||||
| 2026-02-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 4.694 | 0,00 | 2.805 | -4,72 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 1.009 | -7,60 | 633 | -5,39 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 65.829 | 12,40 | 41.284 | 15,11 | ||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 245.748 | 11,43 | 154.116 | 14,11 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | Call | 2.100 | -70,83 | 1.317 | -70,15 | |||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 236 | -1,26 | 141 | -5,37 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | Put | 1.100 | -52,17 | 690 | -51,07 | |||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 639 | 21,48 | 382 | 15,81 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 162.324 | -9,46 | 96.997 | -13,73 | ||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 819 | 513 | ||||||
| 2026-02-10 | 13F | West Chester Capital Advisors, Inc | 129.262 | -1,29 | 81.064 | 1,09 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 359 | 0,56 | 225 | 2,75 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 289.525 | 3,79 | 182 | 6,47 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 2.141 | 8,35 | 1.279 | 3,23 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 161 | -26,15 | 0 | |||||
| 2026-02-13 | 13F | Burton Enright Welch | 3.732 | 15,11 | 2.340 | 17,88 | ||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 634 | -34,77 | 398 | -33,39 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 41 | 0,00 | 25 | -4,00 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 128 | 0,00 | 76 | -5,00 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 6.807 | -2,27 | 4.068 | -6,89 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 1.894 | 0,00 | 1.188 | 2,33 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 1.839 | -2,34 | 1.153 | 0,00 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 3.039 | 1.816 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 193.364 | 165,33 | 121.264 | 171,72 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 5.183 | -67,95 | 3.097 | -69,47 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 44.460 | 7,04 | 26.565 | 1,99 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 1.704 | 30,98 | 1.018 | 24,91 | ||||
| 2026-02-02 | 13F | Citizens Business Bank | 14.947 | -6,92 | 9.374 | -4,68 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 537 | 0,00 | 337 | 2,44 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 394.618 | 578,05 | 19.420 | -20,14 | ||||
| 2026-02-11 | 13F | Bank Of Korea | 1.285.416 | 806.123 | ||||||
| 2026-04-30 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 507 | 0,40 | 303 | -4,43 | ||||
| 2026-02-06 | 13F | Reliant Investment Partners, LLC | 10.935 | 2,19 | 6.857 | 4,15 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 419.594 | 16,44 | 263.140 | 19,25 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 3.894 | 0,65 | 2.442 | 3,08 | ||||
| 2026-01-13 | 13F | ForthRight Wealth Management, LLC | 78.913 | -1,93 | 49.489 | 0,44 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 14.073 | -6,82 | 8.410 | -11,21 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Systelligence, LLC | 21.028 | -10,45 | 12.565 | -14,67 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 3.030 | 87,85 | 1.811 | 79,03 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 3.161 | 26,29 | 1.889 | 20,40 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 562.894 | 38,66 | 336.357 | 32,12 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 3.451 | 7,81 | 2.062 | 2,74 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 23.719 | 1,35 | 14.173 | -3,42 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 33.200 | -59,92 | 19.839 | -61,81 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 239 | 0,00 | 143 | -4,03 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 94.529 | 56,24 | 57.905 | 68,41 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 113.381 | 1,45 | 67.751 | -3,33 | ||||
| 2026-02-09 | 13F | Stephens Greth Foundation | 245.401 | 153.898 | ||||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 13.646 | 2,49 | 8.558 | 4,96 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 2.622 | 0,27 | 1.674 | 4,50 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Lee Financial Co | 3.211 | 26,82 | 1.919 | 20,78 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 194.643 | -1,65 | 116.309 | -6,28 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 439 | 5,53 | 263 | 0,38 | ||||
| 2026-02-13 | 13F | Ames National Corp | 1.070 | 2,39 | 671 | 5,01 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 20.982 | 3,73 | 12.849 | 11,84 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 40.131 | 7,81 | 23.980 | 2,72 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 2.637 | 20,69 | 1.654 | 23,54 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 34.224 | -1,60 | 20.450 | -6,24 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 463 | -12,14 | 277 | -16,36 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 8.695 | -18,93 | 5.454 | -17,00 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 147.776 | 2,36 | 88.304 | -2,47 | ||||
| 2026-04-17 | 13F | Bellecapital International Ltd. | 488 | 292 | ||||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 339 | 2,42 | 213 | 4,93 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 25.716 | 0,52 | 15.366 | -4,23 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2.297.214 | 9,58 | 1.372.700 | 4,41 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 1.823 | 0,33 | 1.089 | -4,39 | ||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 155.474 | 1,89 | 97.502 | 4,35 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.302.862 | -10,13 | 817.858 | -6,74 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 677 | 405 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 56.962 | 5,87 | 34.102 | 0,89 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 1.048 | 0,58 | 626 | -4,29 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 458.913 | -2,84 | 287.798 | -0,71 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 35.295 | -6,89 | 21.091 | -11,29 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 12.355 | 16,99 | 7.383 | 11,46 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1.716 | -1,77 | 1.026 | -6,39 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 16.295 | 1,20 | 9.737 | -3,58 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 4.392 | 1,64 | 2.624 | -3,14 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 95.488 | 30,59 | 57.059 | 24,43 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 6.135 | 161,06 | 3.847 | 167,34 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 8.235 | 1,99 | 4.921 | -2,82 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 1.021 | -64,84 | 610 | -66,54 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 1.363 | 0,00 | 814 | -4,68 | ||||
| 2026-02-11 | 13F | Real Talk Capital, LLC | 42.610 | 17,00 | 26.722 | 19,81 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 567 | 42,11 | 356 | 45,49 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 162.275 | 9,69 | 96.967 | 3,76 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 381 | 239 | ||||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 790 | 24,02 | 495 | 27,25 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 115.143 | 322,81 | 59.108 | 347.594,12 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 32.590 | 0,79 | 19.474 | -3,96 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 1.713 | -33,29 | 1.074 | -31,68 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 862 | -3,58 | 541 | -1,28 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 489 | -16,70 | 292 | -20,65 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 10.542 | 53,70 | 6.611 | 57,38 | ||||
| 2026-02-12 | 13F | Westchester Capital Management, Inc. | 576 | 0,00 | 361 | 2,56 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 437 | 4,55 | 261 | -0,38 | ||||
| 2026-02-11 | 13F | Orion Investment Co | 5.843 | 2,28 | 3.664 | 4,75 | ||||
| 2026-03-17 | 13F | Forty-three Eighteen Advisors, LLC | 556 | 348 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 41.750 | 1,37 | 24.948 | -3,41 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 6.754 | 4,34 | 4.036 | -0,59 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 334 | -5,38 | 209 | -3,24 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2.170 | -84,34 | 1.297 | -85,09 | ||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 513 | 322 | ||||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 342.870 | 2,17 | 204.882 | -2,65 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 24.400 | 17,60 | 15.302 | 29,91 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 6.652 | 89,03 | 3.975 | 80,15 | ||||
| 2026-04-09 | 13F | Trust Co of Tennessee | 123.091 | 0,96 | 73.552 | -3,81 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 16.652 | 7,09 | 10.443 | 9,67 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 476 | 299 | ||||||
| 2026-02-13 | 13F | Eschler Asset Management LLP | 7.552 | 4.736 | ||||||
| 2026-02-12 | 13F | Oath Planning, LLC | 15.426 | 9.674 | ||||||
| 2026-02-14 | 13F | American Trust | 289.240 | -6,88 | 181.391 | -4,64 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 111.264 | -2,31 | 66.486 | -6,92 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 15.333 | 4,14 | 9.616 | 6,64 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 97.011 | 4,72 | 57.969 | -0,22 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 14.977 | -0,80 | 9 | 0,00 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 10.583 | -10,24 | 6.324 | -14,47 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 2.208 | 1,38 | 1.319 | -3,37 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 8 | 5 | ||||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 9.218 | -0,92 | 5.781 | 1,47 | ||||
| 2026-04-17 | 13F | Coerente Capital Management | 12.000 | 0,00 | 7.171 | -4,72 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 39.187 | -3,80 | 24.576 | -1,48 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 2.549 | 8,51 | 1.598 | 11,13 | ||||
| 2026-01-15 | 13F | Cherry Creek Investment Advisors, Inc. | 4.885 | -1,27 | 3.064 | 1,09 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 1.039 | -0,48 | 652 | 1,88 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 598 | 0,17 | 358 | -4,55 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 4.833 | 3.031 | ||||||
| 2026-02-10 | 13F | Ade, Llc | 46.145 | 2,49 | 28.939 | 4,96 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 8.438 | -15,93 | 5.292 | -13,97 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 8.218 | 5,75 | 4.911 | 0,76 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.134.608 | -44,63 | 677.985 | -47,24 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 76.027 | 1,47 | 47.679 | 3,91 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 10.088 | -4,96 | 6.326 | -2,68 | ||||
| 2026-04-28 | 13F | Schear Investment Advisers, LLC | 4.190 | -51,79 | 2.504 | -54,08 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 433 | 2,36 | 259 | -2,64 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 30.218 | -0,40 | 18.951 | 2,00 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 3.189 | 0,03 | 1.906 | -4,70 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 70 | 0,00 | 44 | 2,38 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 120.381 | -1,05 | 75.495 | 1,33 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1.433 | 0,84 | 856 | -3,93 | ||||
| 2026-01-30 | 13F | Ktf Investments, Llc | 791 | 496 | ||||||
| 2026-04-27 | 13F | Platform Technology Partners | 10.403 | -2,10 | 6.216 | -6,72 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 10.675 | -9,56 | 6.379 | -13,82 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 534 | 4,09 | 335 | 6,37 | ||||
| 2026-02-14 | 13F | Copley Financial Group, Inc. | 590 | -5,30 | 370 | -2,89 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 35 | 0,00 | 21 | -4,55 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 220 | 0,00 | 131 | -4,38 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 7.989 | 7,31 | 4.774 | 2,25 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 677 | -0,29 | 404 | -5,16 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 51.657 | -0,69 | 32.395 | 1,70 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 924 | 0,76 | 552 | -4,00 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 1.265 | 793 | ||||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 5.866 | 107,79 | 3.505 | 98,02 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 5.791 | -0,19 | 3.632 | 2,20 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 7.257 | 0,35 | 4.551 | 2,78 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 529 | -33,79 | 316 | -36,93 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 27.113 | 0,91 | 17.003 | 3,34 | ||||
| 2026-02-17 | 13F | Fullerton Fund Management Co Ltd | 9.053 | 5.677 | ||||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 12.895 | 2,17 | 8.087 | 4,63 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 6.411 | 8,09 | 4.021 | 10,68 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 3.840 | 6,37 | 2.295 | 1,33 | ||||
| 2026-02-03 | 13F | Pilgrim Partners Asia Pte Ltd | 29.850 | 0,00 | 18.720 | 2,41 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 157.657 | -3,10 | 94.208 | -7,67 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 603 | 0,00 | 360 | -4,76 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 1.173 | -14,50 | 736 | -12,50 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 5.339 | 3,55 | 3.190 | -1,33 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 4.553 | 2,27 | 2.721 | -2,54 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 19.159 | -1,56 | 12.015 | 0,81 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 15.585 | 42,28 | 9.312 | 34,41 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 966 | 69,47 | 604 | 68,91 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 7.958.040 | 563,22 | 863.469 | 17,51 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 1.172 | -1,68 | 700 | -6,29 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 3.819 | 7,58 | 2.282 | 2,47 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 1.050 | -8,06 | 659 | -5,87 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 725 | 0,00 | 454 | 2,48 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 11.153 | 1,76 | 6.665 | -3,04 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 396 | 5,32 | 237 | 0,43 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 74.231 | -2,15 | 46.552 | 0,21 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 122 | -93,62 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Nuveen, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 322 | 202 | ||||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 40.567 | -2,09 | 24.241 | -6,70 | ||||
| 2026-02-12 | 13F | Sun Life Financial Inc | 457.725 | -6,38 | 287 | -4,01 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 21.356.933 | 496,16 | 13.393.573 | 510,52 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 15.365 | 0,93 | 9.181 | -3,82 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 1.137 | 0,71 | 679 | -4,10 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 779 | 5,41 | 465 | 0,43 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 60.623 | 1,99 | 38.018 | 4,45 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 27.204 | 7,15 | 16.256 | 2,09 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 5.364 | -1,74 | 3.205 | -6,37 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 2.402 | 1.506 | ||||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 619 | 0,16 | 370 | -4,64 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 601.451 | 10,15 | 377.188 | 12,80 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 1.406.636 | 19,15 | 840.535 | 13,53 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 1.920 | -16,88 | 1.148 | -20,79 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 2.334 | -88,88 | 1.395 | -89,41 | ||||
| 2026-02-17 | 13F | Adams Wealth Management | 16.179 | -0,59 | 10.146 | 1,81 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 29.148 | -0,58 | 18.279 | 1,81 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 2.162 | 4,44 | 1.292 | -0,46 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 14.688 | -9,80 | 8.777 | -14,05 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 493 | 10,29 | 295 | 5,00 | ||||
| 2026-02-04 | 13F | Concentrum Wealth Management | 513 | 322 | ||||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 2.020 | -3,86 | 1.267 | -1,56 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 76.258 | 2,72 | 45.568 | -2,12 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 6.546 | 6,11 | 4.105 | 8,66 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 16.396 | 4,57 | 10.283 | 7,09 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 379 | 226 | ||||||
| 2026-02-10 | 13F | Resolute Capital, Llc | 70.760 | 44.376 | ||||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 851 | -0,82 | 534 | 1,52 | ||||
| 2026-02-04 | 13F | American Family Investments, Inc. | 187.733 | 9,97 | 117.733 | 12,62 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 2.494 | 1.564 | ||||||
| 2026-03-09 | 13F | Rubicon Advisors, GP | 570 | 358 | ||||||
| 2026-02-26 | 13F | 46 Peaks LLC | 799 | 501 | ||||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 135.626 | -0,24 | 85.055 | 2,17 | ||||
| 2025-11-10 | 13F/A | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Welch Capital Partners Llc/ny | 355.231 | -0,15 | 223 | 2,30 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 3.263 | -1,63 | 1.950 | -6,30 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 9.012 | 43,00 | 5.652 | 46,47 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 28.697 | -1,14 | 17.997 | 1,08 | ||||
| 2026-01-21 | 13F | Financial & Tax Architects, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 2.498 | 0,77 | 2 | 0,00 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 15.614 | 69,64 | 9.792 | 73,74 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 586 | 69,86 | 367 | 73,93 | ||||
| 2026-01-27 | 13F | Stillwater Wealth Management Group | 2.927 | 6,40 | 1.835 | 8,97 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 4.993.237 | 0,49 | 3.131.233 | 2,77 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 572 | 0,35 | 342 | -5,54 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 2.128 | -14,19 | 1.272 | -18,26 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 833 | -51,09 | 522 | -49,90 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 41.364 | 0,17 | 24.717 | -4,56 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 20.418 | -1,87 | 12.805 | 0,49 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 9.195 | 1.278,56 | 5.766 | 1.313,24 | ||||
| 2026-02-05 | 13F | S&co Inc | 423 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 909 | 570 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 17 | 0,00 | 10 | 0,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.935.246 | 1,64 | 1.156 | -3,18 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 35.004 | 39,20 | 21.952 | 42,55 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 33.561 | 5,11 | 21 | 10,53 | ||||
| 2026-02-02 | 13F | Dudley Capital Management, Llc | 1.861 | 6,59 | 1.167 | 9,17 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 23.279 | -2,72 | 13.911 | -7,30 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 717 | 0,99 | 0 | |||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 15.685 | -0,15 | 9.836 | 2,28 | ||||
| 2026-02-09 | 13F | Monetta Financial Services Inc | 13.500 | 0,00 | 8.466 | 2,41 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 738 | -10,76 | 463 | -8,32 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 29.209 | -13,86 | 17.454 | -17,93 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 3.481 | 14,17 | 2.183 | 16,93 | ||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 33.453 | 8,88 | 20.979 | 11,51 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management LLP | 77 | 3.750,00 | 48 | 4.700,00 | ||||
| 2026-04-23 | 13F | American National Bank | 461 | -6,11 | 275 | -10,42 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 2.860 | -10,54 | 1.794 | -8,38 | ||||
| 2026-02-12 | 13F | Ensign Peak Advisors, Inc | 156.342 | -2,51 | 98.047 | -0,17 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 180.665 | 2,59 | 107.956 | -2,25 | ||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 425 | 266 | ||||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 346.296 | -1,64 | 217.173 | 0,73 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 53.120 | -24,49 | 31.742 | -28,05 | ||||
| 2026-02-11 | 13F | Ameraudi Asset Management, Inc. | 56.971 | -7,28 | 35.728 | -5,05 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 7.297 | 110,05 | 4.657 | 119,05 | ||||
| 2026-01-08 | 13F | Goodman Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4.503 | 2.691 | ||||||
| 2026-02-13 | 13F | Independent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 22.702 | 9,35 | 14.237 | 11,99 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 415 | -68,42 | 248 | -70,02 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 27.673 | -0,51 | 17.355 | 1,88 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 7.126 | -1,23 | 4.258 | -5,88 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 839 | -0,83 | 501 | -6,88 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 840 | 185,71 | 1 | |||||
| 2026-02-19 | 13F | Connective Capital Management, LLC | 130.110 | 81.596 | ||||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 13.954 | 0,00 | 8.338 | -4,72 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 480 | 287 | ||||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 1.491 | 0,00 | 891 | -4,81 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 51 | |||||||
| 2026-04-13 | 13F | Benson Investment Management Company, Inc. | 521 | 3,78 | 311 | -0,96 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 11.867 | 8,75 | 7.442 | 11,37 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 5.632 | -14,30 | 3.366 | -18,35 | ||||
| 2026-01-16 | 13F | RedJay Asset Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 2.033 | 1,25 | 1.215 | -3,57 | ||||
| 2026-01-30 | 13F | Wealth Forward, LLC | 1.437 | 0,00 | 901 | 2,50 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 681.295 | 15,03 | 427.261 | 17,80 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 3.313 | 0,00 | 1.980 | -4,72 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 923 | -20,64 | 579 | -18,82 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 650 | 9,24 | 388 | 4,02 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 8.533 | 78,14 | 5.099 | 69,80 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 9.456 | 23,03 | 5.650 | 17,22 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9.317 | 2,63 | 5.843 | 5,09 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 6.287 | 2,31 | 3.757 | -2,52 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 5.754 | 6,28 | 3.438 | 1,27 | ||||
| 2026-04-23 | 13F | Bell Bank | 148.629 | -0,31 | 88.813 | -5,01 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 1.517 | 0,00 | 907 | -4,73 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 495 | -60,40 | 0 | |||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 1.048.213 | -9,84 | 662.177 | -6,65 | ||||
| 2026-01-28 | 13F | Momentum Wealth Planning, LLC | 1.239 | 0,00 | 777 | 2,24 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 462 | -0,86 | 290 | 1,40 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.938.813 | 4,90 | 1.215.887 | 7,42 | ||||
| 2026-02-06 | 13F | Cadence Wealth Management LLC | 710 | -3,79 | 445 | -1,33 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 3.058 | -46,88 | 1.827 | -49,39 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 1.389 | 17,12 | 830 | 11,57 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 586 | 0,00 | 368 | 2,51 | ||||
| 2026-02-18 | 13F | KKM Financial LLC | 687 | 52,33 | 431 | 55,80 | ||||
| 2025-11-12 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Park Place Capital Corp | 1.987 | 0,10 | 1.188 | -4,58 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 30.338 | -0,11 | 18.129 | -4,82 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 13.157 | -13,20 | 7.862 | -17,30 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 27.196 | 6,22 | 16.251 | 1,21 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 210.473 | -0,35 | 131.994 | 2,05 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 28.543 | 0,78 | 17.900 | 3,21 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 126.064 | -0,08 | 79.058 | 2,31 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 29.813 | 17.815 | ||||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 604 | -0,66 | 361 | -5,25 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 107.097 | 3,96 | 63.996 | -0,95 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 57.021 | -33,58 | 35.760 | -33,35 | ||||
| 2026-02-19 | 13F | TMB Capital Partners, LLC | 36.479 | 22.877 | ||||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 13.992 | -14,15 | 8.361 | -18,20 | ||||
| 2026-02-03 | 13F | Fire Capital Management LLC | 10.427 | 83,64 | 6.539 | 88,09 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 147 | 0,00 | 88 | -5,43 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 953 | -1,45 | 598 | 0,84 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 13.041 | 10,68 | 7.793 | 5,45 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 6.172 | 18,28 | 3.870 | 21,13 | ||||
| 2026-02-06 | 13F | Platt Wealth Management LLC | 1.262 | 1 | ||||||
| 2026-01-26 | 13F | MOKAN Wealth Management Inc. | 2.790 | 17,28 | 1.747 | 20,23 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 6.214 | -6,03 | 3.805 | 1,30 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Saranac Partners Ltd | 2.523 | 51,17 | 1.587 | 55,80 | ||||
| 2026-02-10 | 13F | a16z Perennial Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Hexagon Capital Partners LLC | 15.049 | 0,47 | 9.438 | 2,89 | ||||
| 2026-04-22 | 13F | Berry Wealth Group, LP | 0 | -100,00 | 0 | |||||
| 2026-03-10 | 13F | PeakShares LLC | 600 | 376 | ||||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 8.919 | 1,15 | 5.329 | -3,62 | ||||
| 2026-02-11 | 13F | Miller Investment Management, LP | 1.256 | -50,34 | 788 | -49,16 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 8.453 | 2,56 | 5.051 | -2,26 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 1.295 | -0,84 | 774 | -5,50 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 2.132 | 8,55 | 1 | 0,00 | ||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Smart Money Group LLC | 2.661 | 45,01 | 1.669 | 48,53 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 699 | 1,16 | 418 | -3,70 | ||||
| 2026-01-27 | 13F | PFG Advisors | 45.256 | -0,92 | 28.382 | 1,47 | ||||
| 2026-02-24 | 13F | West Virginia University Foundation, Inc | 452.174 | 22,45 | 283.572 | 25,40 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 266.263 | 2,56 | 168.766 | 2,91 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 413 | 0,00 | 247 | -5,02 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 10.365 | 4,70 | 6.194 | -0,24 | ||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 881 | 0,00 | 526 | -4,71 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 14.852 | 13,33 | 9.314 | 16,05 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 1.380 | 2,68 | 866 | 5,22 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 22.629 | -22,47 | 13.522 | -26,13 | ||||
| 2026-02-12 | 13F | Menora Mivtachim Holdings Ltd. | 8.987 | -17,45 | 5.636 | -15,45 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 21.208 | 14,48 | 12.673 | 9,08 | ||||
| 2026-01-06 | 13F | Clark Financial Services Group Inc /bd | 38.133 | -6,96 | 24.118 | -3,91 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 821 | 4,99 | 491 | 0,00 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 208.790 | 4,52 | 124.762 | -0,41 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 5.587 | 17,79 | 3.338 | 10,97 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 1.120 | -8,65 | 702 | -6,40 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 603.093 | 12,02 | 360.378 | 6,74 | ||||
| 2026-02-02 | 13F | Fogel Capital Management, Inc. | 396 | 2,06 | 248 | 4,64 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 8.418 | -1,57 | 5.030 | -6,21 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 701 | 0,29 | 442 | 2,32 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 257.191 | 13,82 | 161.292 | 16,57 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 23.987 | -0,37 | 15.043 | 2,03 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 2.014 | -30,86 | 1.263 | -29,16 | ||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 22.685 | 3,24 | 14.226 | 5,72 | ||||
| 2026-02-04 | 13F | Osprey Private Wealth LLC | 2.066 | 1.296 | ||||||
| 2026-02-24 | 13F | Alternative Investment Advisors, LLC. | 361 | 227 | ||||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 121.058 | 0,05 | 75.919 | 2,46 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 589 | -3,76 | 369 | -1,34 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 27.618 | 7,36 | 17.320 | 9,94 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 1.294 | 1 | ||||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 638 | -16,71 | 391 | -10,34 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 10.524 | 7,21 | 6.289 | 2,16 | ||||
| 2026-01-21 | 13F | Palumbo Wealth Management LLC | 1.801 | 1.129 | ||||||
| 2026-02-02 | 13F | Triune Financial Partners, LLC | 339 | 0,30 | 216 | 4,37 | ||||
| 2026-02-06 | 13F | SoundView Advisors Inc. | 116.948 | -8,25 | 73 | 1,39 | ||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 2.599 | 0,00 | 1.630 | 2,39 | ||||
| 2026-02-17 | 13F | SPWM Advisors LLC | 559 | 351 | ||||||
| 2026-02-13 | 13F | Marino Management, LLC | 10.836 | 6.845 | ||||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 47.898 | 3,87 | 30.091 | 6,56 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 13.472 | 8.449 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 37.292 | 1,68 | 23.387 | 4,13 | ||||
| 2026-02-02 | 13F | Tevis Investment Management | 1.033 | 0,00 | 634 | 0,00 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 3.933 | 0,20 | 2.350 | -4,55 | ||||
| 2026-02-03 | 13F | Privium Fund Management (UK) Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 659 | -0,30 | 394 | -4,83 | ||||
| 2026-02-09 | 13F | Main Street Research LLC | 513 | -51,47 | 322 | -50,39 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10.108 | 0,35 | 6.040 | -4,38 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 820 | 9,19 | 515 | 11,74 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 108.649 | 28,77 | 68.137 | 31,87 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 834 | 498 | ||||||
| 2026-01-23 | 13F | Natural Investments, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 500.682 | -0,32 | 313.993 | 1,79 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 7.388 | -6,85 | 4.415 | -11,24 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 368 | -51,52 | 220 | -53,68 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 1.392.756 | 0,44 | 832.241 | -4,30 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 692 | 443 | ||||||
| 2026-02-11 | 13F | Franklin Resources Inc | 145.501 | 92,80 | 91.248 | 97,45 | ||||
| 2026-02-02 | 13F | Elite Wealth Management, Inc. | 614 | -89,25 | 385 | -57,79 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 7.210 | 0,03 | 4.308 | -4,69 | ||||
| 2026-04-28 | 13F | Powers Capital, LLC | 350.822 | 0,00 | 209.634 | -4,72 | ||||
| 2026-01-20 | 13F | Jackson Wealth Management, LLC | 64.811 | 6,28 | 40.645 | 8,84 | ||||
| 2026-02-12 | 13F | Tiemann Investment Advisors, Llc | 331 | 0,00 | 208 | 2,48 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 1.667 | 1,09 | 996 | -3,68 | ||||
| 2026-02-13 | 13F | Global Endowment Management, LP | 24.463 | -0,90 | 15.341 | 1,50 | ||||
| 2026-02-17 | 13F | Covington Investment Advisors Inc. | 22.043 | 1.409,79 | 14 | |||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 1.177 | 2,08 | 738 | 4,53 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 3.559.269 | 430,28 | 2.232.125 | 443,05 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 8.438 | -0,42 | 5.042 | -5,14 | ||||
| 2026-02-12 | 13F | Zevin Asset Management Llc | 2.601 | 3,96 | 1.631 | 163.000,00 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 202 | 0,00 | 127 | 2,44 | ||||
| 2025-11-12 | 13F | Alpha Zero LLC | 1.444 | 0,07 | 884 | 7,94 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 14.269 | 6,01 | 8.527 | 1,01 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 87 | 0,00 | 55 | 1,89 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 6.210 | -7,01 | 3.895 | -4,77 | ||||
| 2026-04-24 | 13F | Twin City Private Wealth, Llc | 1.605 | -0,43 | 959 | -5,15 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 12.776 | 7,76 | 8.012 | 10,36 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 50 | 0,00 | 31 | 3,33 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 9.702 | -16,77 | 6.085 | -14,77 | ||||
| 2026-02-17 | 13F | Cooperman Leon G | 43.593 | 0,00 | 27.338 | 2,41 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 7.308 | -3,79 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 8.250 | 146,34 | 4.930 | 134,71 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 4.900 | 8,41 | 3.073 | 10,98 | ||||
| 2026-02-11 | 13F | Gaddis Premier Wealth Advisors LLC | 1.953 | 1.225 | ||||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 28.604 | -3,53 | 17.092 | -8,08 | ||||
| 2026-02-13 | 13F | Lighthouse Financial LLC | 962 | 0,00 | 603 | 2,38 | ||||
| 2026-01-29 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Emprise Bank | 1.286 | -0,16 | 768 | -4,83 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 3.568 | 37,18 | 2.238 | 40,52 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 277.678 | -1,23 | 165.927 | -5,89 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 96 | 0 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 287.151 | 3,96 | 171.587 | -0,94 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 6.414 | 0,00 | 4 | -25,00 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 16 | -92,34 | 10 | -92,19 | ||||
| 2026-02-04 | 13F | Opinicus Capital, Inc. | 375 | 0,81 | 235 | 2,63 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 43.886 | 1,15 | 27.522 | 3,30 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 1.269 | 5,31 | 759 | 0,53 | ||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Verition Fund Management LLC | 23.791 | 14.920 | ||||||
| 2026-02-13 | 13F | McAdam, LLC | 7.873 | 7,14 | 4.938 | 9,74 | ||||
| 2025-11-14 | 13F | Parallax Volatility Advisers, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 220.542 | 1,22 | 131.785 | -3,56 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 487 | 0,00 | 305 | 2,35 | ||||
| 2025-11-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 15.371 | 872,85 | 9.640 | 896,79 | ||||
| 2026-02-05 | 13F | Thayer Partners, LLC / MA | 59.564 | 37.354 | ||||||
| 2026-02-12 | 13F | Fortress Private Ledger, Llc | 9.625 | 31,85 | 6.036 | 35,03 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 95 | 57 | ||||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 16.490 | -12,23 | 9.854 | -16,37 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 34.776 | -1,61 | 21.296 | 6,07 | ||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 382 | 228 | ||||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 55.269 | 8,73 | 34.679 | 11,41 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 3.548 | 0,00 | 2.120 | -4,68 | ||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 328 | -13,00 | 206 | -10,87 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 204 | 0,00 | 122 | -4,72 | ||||
| 2026-01-29 | 13F | Virtus Wealth Solutions LLC | 3.999 | 14,78 | 2.508 | 17,53 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1.978 | 92,60 | 1.182 | 83,67 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 34.531 | 44,65 | 20.634 | 37,83 | ||||
| 2025-10-30 | 13F | Gibbs Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 607 | 0,00 | 381 | 2,43 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 3.040 | -5,88 | 1.906 | -3,59 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 8.146 | -0,55 | 5.109 | 1,83 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 387 | 20,19 | 231 | 14,93 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 4.247 | -2,75 | 2.663 | -0,67 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 462.701 | 0,03 | 290.174 | 2,16 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 49.427 | -4,55 | 29.535 | -9,05 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 61.107 | -10,82 | 36.514 | -15,03 | ||||
| 2026-02-12 | 13F | Tull Financial Group, Inc. | 1.502 | 3,09 | 942 | 5,49 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 141.400 | 5,68 | 84.494 | 0,69 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 937 | -60,23 | 560 | -62,15 | ||||
| 2026-04-13 | 13F | Ayrshire Capital Management LLC | 556 | -11,89 | 332 | -15,95 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 627 | 13,59 | 375 | 8,09 | ||||
| 2026-04-21 | 13F | Penn Davis Mcfarland Inc | 1.168 | 4,66 | 698 | -0,29 | ||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 45.621 | 1,75 | 27.261 | -3,05 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 8.532 | -47,72 | 5.351 | -46,47 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 2.414 | -27,35 | 1.442 | -30,77 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 38.317 | -3,31 | 22.896 | -7,87 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 634 | -3,79 | 379 | -8,23 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 811 | 5,87 | 485 | 0,83 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 877.730 | 6,64 | 550.451 | 9,21 | ||||
| 2026-01-23 | 13F | Cove Private Wealth, LLC | 7.803 | 2,90 | 4.893 | 5,38 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 3.196 | 0,06 | 2.004 | 2,51 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 92.418 | -1,38 | 55.975 | -4,75 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 21.118 | 4,14 | 12.619 | -0,77 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 22.583 | 14.162 | ||||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 4.744 | 4,63 | 2.975 | 7,13 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3.192 | -4,03 | 1.907 | -8,54 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 429 | -32,12 | 256 | -35,35 | ||||
| 2026-02-17 | 13F | City National Bank Of Florida /msd | 1.630 | -0,31 | 1.022 | 2,10 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 4.483 | 0,29 | 2.811 | 2,70 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 3.290 | 1.966 | ||||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 405 | 21,99 | 254 | 24,63 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 5.963 | 3,83 | 3.563 | -1,08 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 89 | 0,00 | 56 | 1,85 | ||||
| 2026-02-11 | 13F | Motley Fool Wealth Management, LLC | 47.848 | 89,95 | 30.007 | 94,52 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 1.129 | 22,32 | 675 | 16,61 | ||||
| 2026-01-22 | 13F | Accordant Advisory Group Inc | 555 | 0,00 | 348 | 2,65 | ||||
| 2026-02-12 | 13F | Elite Financial, Inc. | 1.575 | -2,36 | 1 | -100,00 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 13.554 | 23,39 | 8.500 | 26,38 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 3.703 | 338,22 | 2.322 | 348,94 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 1.051 | 0,00 | 628 | -4,70 | ||||
| 2026-01-15 | 13F | J. Safra Sarasin Holding AG | 187.009 | 0,25 | 117.279 | 2,67 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 1.703 | 6,70 | 1.065 | 6,40 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 610 | 12,55 | 382 | 15,06 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 637 | 21,80 | 380 | 16,21 | ||||
| 2026-02-10 | 13F | Nvest Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 64.392 | 2,56 | 40.382 | 4,73 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 635 | -29,44 | 399 | -25,75 | ||||
| 2026-02-10 | 13F | Beaton Management Co. Inc. | 340 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 11.917 | -2,35 | 7.218 | -7,05 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 22.021 | 3,47 | 13.159 | -1,42 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 584 | 1,04 | 366 | 3,68 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 3.254 | 1.944 | ||||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 21.828 | 1,21 | 13.043 | -3,56 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 739 | 97,07 | 442 | 88,46 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 344 | 0,00 | 206 | -4,65 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 1.159 | -1,11 | 693 | -5,85 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 1.099 | 0,27 | 657 | -4,51 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 11.481 | 4,24 | 7.200 | 6,75 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 422 | 1,20 | 252 | -3,45 | ||||
| 2026-04-14 | 13F | Gibson Wealth Advisors LLC | 29.547 | 0,18 | 17.656 | -4,55 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 382 | 0,26 | 228 | -4,60 | ||||
| 2026-02-09 | 13F | Summitry Llc | 1.609 | 1.009 | ||||||
| 2026-02-10 | 13F | Dumac, Inc. | 743.880 | 466.509 | ||||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 2.320 | 0,00 | 1.386 | -4,68 | ||||
| 2026-02-05 | 13F | Kmt Wealth Management, Llc | 3.692 | 3,10 | 2.315 | 5,61 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 1.865 | -15,00 | 1.114 | -18,98 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 908 | -0,11 | 543 | -4,91 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1.124 | 8,08 | 672 | 2,91 | ||||
| 2026-03-12 | 13F | Bawa N Mallick Trust | 13.801 | 0,00 | 8.655 | 2,40 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 65.515 | 3,04 | 41.086 | 5,52 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 302.489 | 6,66 | 189.700 | 9,23 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 514.647 | 8,90 | 322.750 | 11,21 | ||||
| 2026-02-13 | 13F | Lavaca Capital Llc | 2.953 | 0,00 | 1.852 | 2,38 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 1.270 | 2,34 | 759 | -2,57 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 4.350 | 15,20 | 2.599 | 9,76 | ||||
| 2026-01-20 | 13F | Westwood Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 17.857 | -1,55 | 10.374 | -9,47 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 1.466 | 0,00 | 919 | 2,45 | ||||
| 2026-02-17 | 13F | Basso Capital Management, L.p. | 54.879 | 0,01 | 34.416 | 2,43 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 8.608 | 0,00 | 5.399 | 0,00 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 24.883 | -3,47 | 15.605 | -1,15 | ||||
| 2026-02-13 | 13F | Diana Davis Spencer Foundation | 49.675 | 0,00 | 31.153 | 2,41 | ||||
| 2026-02-10 | 13F | Constant Guidance Financial LLC | 3.644 | 523 | ||||||
| 2026-02-12 | 13F | Hibernia Wealth Partners, LLC | 610 | 383 | ||||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 1.296 | -75,55 | 794 | -73,65 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 154.531 | 1,61 | 92.340 | -3,19 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 1.663 | 0,18 | 994 | -4,52 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 9.088 | 5.699 | ||||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 17 | 0,00 | 11 | 0,00 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 1.422 | 138,19 | 850 | 127,01 | ||||
| 2026-02-04 | 13F | Gratus Wealth Advisors, LLC | 418 | 0,00 | 262 | 2,34 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 7.462 | 5,48 | 4.680 | 8,01 | ||||
| 2026-04-30 | 13F | Conning Inc. | 31.492 | -1,24 | 18.818 | -5,90 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 23.800 | 4,19 | 14.240 | -0,59 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 473 | 0,00 | 283 | -4,73 | ||||
| 2026-02-11 | 13F | Prudent Man Advisors, LLC | 1.455 | 912 | ||||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 3.295 | 1,60 | 1.969 | -3,15 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 595 | 0,00 | 373 | 2,20 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 812 | -68,59 | 485 | -70,08 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 3.210 | 73,05 | 2.013 | 77,36 | ||||
| 2026-01-21 | 13F | Trivant Custom Portfolio Group, LLC | 992 | -20,64 | 622 | -18,69 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 8.246 | -11,07 | 5.171 | -8,91 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 27.086.989 | 4,42 | 16.987.064 | 6,93 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 811 | 2,79 | 485 | -2,81 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 204.711 | -17,70 | 122.325 | -21,59 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 35.189 | -4,58 | 21.027 | -9,08 | ||||
| 2026-02-13 | 13F | TLT Family Holdco ULC | 285.650 | -9,46 | 179.140 | -7,28 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 1.854 | 86,33 | 1.163 | 90,80 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 5.899 | 1,29 | 3.474 | -5,47 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 70.491 | 5,83 | 42.122 | 0,84 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 1.205 | 756 | ||||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 521 | -1,70 | 311 | -6,33 | ||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 377 | 0,00 | 236 | 2,61 | ||||
| 2026-01-20 | 13F/A | Miller Wealth Advisors, Llc | 1 | 0,00 | 1 | |||||
| 2026-01-27 | 13F | Bonfire Financial | 2.939 | -2,78 | 1.843 | -0,70 | ||||
| 2026-02-06 | 13F | Harbor Advisory Corp /ma/ | 34.465 | -0,65 | 21.614 | 1,75 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 360 | 0,00 | 226 | 2,27 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 1.196 | 134,51 | 715 | 123,13 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 24.550 | 8,72 | 14.669 | 3,61 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 28.556 | -9,51 | 17.908 | -7,33 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 982 | 18,46 | 587 | 12,91 | ||||
| 2026-02-13 | 13F | Vienna Asset Management LLC | 5.388 | 43,45 | 3.379 | 46,93 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 1.666 | 995 | ||||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 287 | -18,47 | 171 | -22,27 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 655 | -21,65 | 411 | 12,33 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 332.774 | 2,74 | 208.691 | 5,21 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 509 | 0,39 | 304 | -4,40 | ||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 3.063 | 65,75 | 1.921 | 69,76 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 3.758 | 0,00 | 2.246 | -4,71 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26.405 | 2,41 | 16.559 | 4,88 | ||||
| 2026-02-13 | 13F | Ingalls & Snyder Llc | 29.227 | 2,41 | 18 | 5,88 | ||||
| 2026-02-02 | 13F | Payne Capital Management, LLC | 1.115 | 5,29 | 699 | 7,87 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 5.211 | 1,11 | 3.268 | 3,52 | ||||
| 2026-01-30 | 13F | Aries Wealth Management | 3.707 | -2,63 | 2.325 | -0,30 | ||||
| 2026-04-17 | 13F | Harbour Wealth Management Group, Inc. | 407 | -34,14 | 243 | -37,21 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 484 | -2,81 | 303 | -0,33 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 90 | 0,00 | 56 | 1,82 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 3.762 | 0,00 | 2.248 | -4,75 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 3.388 | 9,11 | 2.125 | 11,73 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 10.227 | 0,00 | 6.414 | 2,41 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 3.948 | 10,56 | 2.358 | 5,36 | ||||
| 2026-01-29 | 13F | Riggs Asset Managment Co. Inc. | 417 | 0,48 | 262 | 3,16 | ||||
| 2025-11-14 | 13F | Mariner Investment Group Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 2.533 | 2,63 | 1.514 | -2,20 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 26.522 | 5,35 | 16.567 | 7,46 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 152.130 | 36,82 | 95.405 | 40,12 | ||||
| 2026-02-11 | 13F | Teachers Insurance & Annuity Association Of America | 1.287 | 23,87 | 807 | 26,89 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 812 | 0,00 | 485 | -4,72 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 28.958 | 7,76 | ||||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 457 | 0,00 | 273 | -4,55 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 31.889 | 29,14 | 19.998 | 32,25 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 360.592 | -0,02 | 226.138 | 2,39 | ||||
| 2026-02-11 | 13F | Pacific Wealth Management | 510 | 0,00 | 320 | 2,24 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 9.912 | 2,36 | 6.216 | 4,84 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 162.688 | 16,60 | 102.026 | 19,41 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 114.956 | 1,80 | 68.692 | -3,00 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 568 | 10,29 | 339 | 5,28 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 382 | -25,24 | 228 | -28,75 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 5.265 | -4,03 | 3.146 | -8,55 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 1.880 | 12,37 | 1.179 | 15,04 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 15.664 | 0,31 | 9.823 | 2,73 | ||||
| 2025-11-14 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 2.267 | 3,42 | 1.355 | -1,46 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 14.271 | 22,73 | 8.527 | 16,94 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 25 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 5.219 | -3,42 | 3.119 | -8,00 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 821 | 14,35 | 491 | 8,89 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 627 | -8,60 | 375 | -13,02 | ||||
| 2026-02-17 | 13F | Wallace Hart LLC | 230 | 0,00 | 144 | 2,86 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 3.198 | -4,34 | 1.911 | -8,87 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 1.746 | 0,29 | 1.043 | -4,40 | ||||
| 2026-02-12 | 13F | Custom Index Systems, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 10.584 | 22,36 | 6.637 | 25,30 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 52 | 8,33 | 33 | 10,34 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2.220 | -27,26 | 1.326 | -30,68 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 478 | -6,82 | 286 | -11,21 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 23.427 | 8,76 | 14.692 | 11,39 | ||||
| 2026-04-10 | 13F | Oak Root LLC | 53.950 | 1,21 | 32.238 | -3,56 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 2.820 | 0,14 | 1.685 | -4,53 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 14 | 16,67 | 9 | 14,29 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 11.272 | 1,07 | 7.069 | 3,48 | ||||
| 2026-02-09 | 13F | Van Cleef Asset Management,Inc | 2.613 | -10,30 | 1.639 | -8,13 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 353.724 | 14,58 | 221.831 | 26,50 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 1.324 | 0,68 | 831 | 3,11 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 559 | 0,36 | 334 | -4,30 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 826 | -0,72 | 494 | -5,37 | ||||
| 2026-01-26 | 13F | Zeit Capital LLC | 102 | 0,00 | 64 | 1,61 | ||||
| 2025-11-17 | 13F | Hancock Prospecting Pty Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 1.099 | 0,00 | 657 | -4,79 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 67.810 | 4,98 | 40.520 | 0,03 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 6.497.051 | -26,11 | 4.074.496 | -24,33 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 26.795 | -12,59 | 16.804 | -10,49 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 14.819 | 2,40 | 9.293 | 4,88 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 50 | 31 | ||||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 3.540 | -0,08 | 2.115 | -4,77 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 2.563 | 129,66 | 1.607 | 135,29 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 15.247 | 6,52 | 9.562 | 9,09 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 63.175 | -0,38 | 37.750 | -5,08 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 14.040 | -10,07 | 8.805 | -7,92 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 29.182 | 1,71 | 17.438 | -3,08 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 30.328 | 24,60 | 19.020 | 27,59 | ||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 2.785 | -1,17 | 1.664 | -5,83 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 509.110 | 12,32 | 319.874 | 14,83 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Opal Capital Llc | 5.585 | 3.565 | ||||||
| 2026-02-10 | 13F | Performa Ltd (US), LLC | 190.013 | 14,82 | 119.163 | 17,58 | ||||
| 2025-11-06 | 13F | Asset Planning Corporation | 16.122 | -0,38 | 9.873 | 7,40 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 1.348 | 14,14 | 845 | 17,04 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 2.425 | -0,61 | 1.449 | -5,36 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 691 | 0,00 | 433 | 0,00 | ||||
| 2026-02-09 | 13F | Wellington Shields & Co., LLC | 2 | 100,00 | 1 | |||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 34.896 | 4,33 | 21.136 | 0,76 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 25.298 | 1,01 | 15.117 | -3,76 | ||||
| 2026-04-24 | 13F | Washington Capital Management Inc | 1.516 | -3,19 | 906 | -7,84 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 4.428 | -6,25 | 2.646 | -10,67 | ||||
| 2026-02-14 | 13F | Bank of Marin | 5.716 | -2,32 | 3.585 | 0,03 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 2.536 | 4,36 | 1.515 | -0,53 | ||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 3.255 | 0,12 | 2.042 | 2,56 | ||||
| 2026-02-13 | 13F | Fayez Sarofim & Co | 2.878 | -8,02 | 1.805 | -5,85 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | eCIO, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Generation Capital Management LLC | 10.814 | 9,60 | 6.782 | 12,23 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 199.328 | 0,28 | 125.013 | 2,41 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 98.434 | 8,34 | 61.731 | 10,95 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 1.414 | 887 | ||||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 10.097 | 13,97 | 6.332 | 16,72 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 16.173 | -33,47 | 10.142 | -31,87 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 3.783 | -0,13 | 2.261 | -4,84 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 827 | 13,60 | 494 | 8,10 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 39.766 | -1,99 | 24.938 | 0,37 | ||||
| 2026-02-13 | 13F | LM Advisors LLC | 56.899 | -35,72 | 91 | 66,67 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 458 | -28,33 | 274 | -31,75 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 23.081 | 4,00 | 14.478 | 6,21 | ||||
| 2026-04-13 | 13F | Bank & Trust Co | 172 | 0,00 | 103 | -4,67 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 12.266 | -1,58 | 7.692 | 0,79 | ||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 3.485 | -37,35 | 2.083 | -40,31 | ||||
| 2026-02-09 | 13F | Trans-Canada Capital Inc. | 2.456.382 | 20,90 | 1.540.453 | 23,46 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 180.299 | -3,51 | 107.738 | -8,06 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.175 | 0,17 | 708 | -3,81 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 2.795 | 22,05 | 1.670 | 16,23 | ||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 18.819 | -0,01 | 11.245 | -4,73 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 16.140 | 0,82 | 9.644 | -3,93 | ||||
| 2026-04-08 | 13F | Cardinal Capital Management | 297 | 177 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 898 | -12,48 | 537 | -16,64 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 17.479 | 3,24 | 10.445 | -1,63 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 65.953 | 0,40 | 41.361 | 2,82 | ||||
| 2025-11-13 | 13F | Eisler Capital Management Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 143.912 | 7,13 | 90.251 | 9,71 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 2.057 | 1,58 | 1.229 | -3,23 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 2.168 | 0,00 | 1.295 | -4,71 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 18.573 | -8,47 | 11.106 | -12,70 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 4.792 | -10,21 | 2.863 | -14,44 | ||||
| 2026-02-06 | 13F | Drystone LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 386 | -33,68 | 242 | -22,68 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 5.627 | 5,49 | 3.362 | 0,54 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 13.217 | -1,91 | 7.898 | -6,52 | ||||
| 2026-01-28 | 13F | Retirement Planning Co of New England, Inc. | 1.842 | 0,22 | 1.155 | 2,58 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 382 | 0,00 | 228 | -4,60 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 2.226 | 1,41 | 1.396 | 3,49 | ||||
| 2026-02-06 | 13F | Kimelman & Baird, LLC | 679 | 0,00 | 426 | 2,41 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 4.968 | 1,26 | 3 | -33,33 | ||||
| 2026-02-12 | 13F | DRW Securities, LLC | 749 | -28,80 | 470 | -27,17 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 756 | 0,13 | 452 | -4,65 | ||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 375 | 235 | ||||||
| 2026-02-11 | 13F | Conquis Financial Llc | 45.035 | -13,79 | 28.243 | -11,96 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 413 | -0,24 | 259 | 1,98 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 3.150 | 0,35 | 1.882 | -4,37 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 942 | 0,75 | 563 | -4,10 | ||||
| 2026-04-29 | 13F | PCB Capital LLC | 356 | 212 | ||||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 29.791 | 3,48 | 18.683 | 5,97 | ||||
| 2026-02-03 | 13F | Makena Capital Management Llc | 401.937 | -21,15 | 252.067 | -19,25 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 346.582 | 4,20 | 207.100 | -0,71 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Capital Wealth Alliance, LLC | 10.193 | 9,38 | 6.505 | 14,00 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 53.056 | 0,00 | 33.273 | 2,41 | ||||
| 2026-02-17 | 13F | Osterweis Capital Management Inc | 1.431 | -0,62 | ||||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 4.867 | 3.052 | ||||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 1.492 | -0,93 | 892 | -5,61 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 15.052 | -3,75 | 8.995 | -8,29 | ||||
| 2026-02-04 | 13F | Strait & Sound Wealth Management LLC | 952 | 4,96 | 597 | 7,57 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 95.210 | 2,01 | 56.893 | -2,80 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 2.390 | -2,96 | 1.428 | -7,51 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 1.571 | 0,90 | 939 | -3,89 | ||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 1.757 | 1.102 | ||||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 1.231 | 5,12 | 772 | 7,67 | ||||
| 2026-02-11 | 13F | First American Financial Corp | 334.066 | 23,86 | 209.503 | 26,84 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 9.950 | 3,96 | 5.945 | -0,95 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 128.772 | -3,34 | 76.948 | -8,07 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 3.626 | 17,96 | 2.187 | 12,51 | ||||
| 2026-02-11 | 13F | CLARET ASSET MANAGEMENT Corp | 870 | -1,58 | 1 | |||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 379 | 226 | ||||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 595 | 0,85 | 356 | -3,79 | ||||
| 2026-02-12 | 13F | FreeGulliver LLC | 1.592 | 0,57 | 998 | 2,99 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 47.133 | 1,23 | 28.164 | -3,54 | ||||
| 2026-02-17 | 13F | Tannin Capital LLC | 5.886 | 3.691 | ||||||
| 2026-04-17 | 13F | Community Bank of Raymore | 9.667 | 0,06 | 5.777 | -4,66 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 55.341 | -11,53 | 34.706 | -9,40 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 481 | 302 | ||||||
| 2026-02-13 | 13F | Beck Capital Management, Llc | 1.485 | -24,20 | 931 | -22,35 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 938 | 0,00 | 575 | -1,03 | ||||
| 2026-02-17 | 13F | Wallace Capital Management Inc. | 1.421 | -3,40 | 891 | -1,11 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 3.886 | -0,82 | 2.354 | -5,01 | ||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 2.725 | -2,26 | 1.753 | -0,85 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 4.863 | -1,26 | 2.906 | -5,89 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 124.191 | 2,21 | 74.210 | -2,61 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 3.050 | 19,80 | 1.823 | 14,16 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 8.277 | 5.191 | ||||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 9.692 | 75,45 | 6.078 | 79,72 | ||||
| 2026-02-11 | 13F | Ramirez Asset Management, Inc. | 448 | 0,00 | 281 | 2,19 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 5.845 | -2,32 | 3.493 | -6,93 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 896 | 24,10 | 536 | 18,36 | ||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 1.576 | 2,20 | 942 | -2,59 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Connors Investor Services Inc | 572 | 0,00 | 359 | 2,29 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 478.502 | -0,41 | 300.083 | 1,99 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 2.614 | 2,39 | 1.562 | -2,44 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Burrus Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 13.858 | 15,02 | 8.281 | 9,60 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 3.628 | 5,80 | 2.168 | 0,79 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 162.506 | 3,71 | 101.911 | 6,21 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 1.012 | 88,10 | 605 | 78,70 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 157.728 | -7,51 | 98.916 | -5,28 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 114.619 | -70,99 | 68.490 | -72,36 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 38.283 | 0,89 | 24.778 | 4,12 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 2.394 | -7,25 | 1.431 | -11,62 | ||||
| 2026-02-12 | 13F | Winning Points Advisors, LLC | 1.933 | 1 | ||||||
| 2026-02-19 | 13F | Invesco Ltd. | 5.408 | 87,26 | 3.392 | 91,80 | ||||
| 2026-02-17 | 13F | East Coast Asset Management, LLC. | 500 | 0,00 | 314 | 2,29 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 600 | -16,08 | 359 | -20,09 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 183.925 | 1,84 | 109.905 | -2,96 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 365 | -5,68 | 218 | -9,92 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 40.067 | 1,75 | 24 | -4,17 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | L & S Advisors Inc | 4.356 | 0,67 | 2.732 | 3,10 | ||||
| 2026-02-09 | 13F | 44 Wealth Management Llc | 2.313 | 1.451 | ||||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 482 | 0,00 | 306 | 3,39 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 31.773 | 0,10 | 18.986 | -4,62 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 26.856 | 0,51 | 16.842 | 2,93 | ||||
| 2026-02-13 | 13F | Barclays Plc | 55.447 | -87,50 | 34.772 | -87,20 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 28.362 | 220,47 | 17.787 | 228,22 | ||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 7.407 | -38,55 | 4.645 | -37,24 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 609 | 26,35 | 382 | 29,15 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 687 | -64,79 | 411 | -66,48 | ||||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 789 | -7,72 | 471 | -12,13 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 18.675 | 2,60 | 11.159 | -2,23 | ||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 3.457 | 137,59 | 2.168 | 143,21 | ||||
| 2026-02-18 | 13F | Warther Private Wealth, LLC | 2.203 | 21,18 | 1.382 | 24,08 | ||||
| 2026-02-13 | 13F | Morton Community Bank | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Advantage Trust Co | 799 | 0,38 | 501 | 2,87 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 513 | -0,19 | 307 | -4,97 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 40.544 | 11,94 | 25.426 | 14,63 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 171.537 | 0,87 | 107.576 | 3,01 | ||||
| 2026-02-17 | 13F | Consultiva Wealth Management, Corp. | 5.838 | -4,73 | 3.661 | -2,43 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 210 | 6.900,00 | 0 | |||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 678 | 12,07 | 405 | 6,86 | ||||
| 2026-02-12 | 13F | Provida Pension Fund Administrator | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 3.348 | 2.099 | ||||||
| 2026-01-28 | 13F | Juno Financial Group LLC | 787 | 494 | ||||||
| 2026-02-11 | 13F | Passaic Partners LLC | 73.782 | -12,03 | 46.271 | -9,91 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 32 | 6,67 | 19 | 5,56 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 22.150 | 3,57 | 13.236 | -1,32 | ||||
| 2026-02-04 | 13F | Sloy Dahl & Holst, LLC | 702 | -5,77 | 440 | -3,51 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 102.314 | -31,49 | 61.138 | -34,72 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 3.249 | 1.941 | ||||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 197.182 | 10,19 | 123.697 | 12,92 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 670 | -4,01 | 400 | -8,47 | ||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 563 | 3,11 | 353 | 5,69 | ||||
| 2026-02-04 | 13F | Nwm Advisors, Llc | 50.860 | 31.896 | ||||||
| 2026-01-28 | 13F | Glassman Wealth Services | 285.053 | 0,85 | 178.765 | 3,28 | ||||
| 2026-02-12 | 13F | Carson Advisory Inc. | 1.367 | 26,34 | 857 | 29,46 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 609 | -23,01 | 364 | -26,81 | ||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 21.374 | -0,78 | 13 | 0,00 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 423 | 0,24 | 253 | -4,55 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 114 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 875 | 7,89 | 558 | 11,38 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 1.645 | 10,77 | 983 | 5,59 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 2.102 | -0,24 | 1.336 | 1,37 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 751 | 177,12 | 449 | 165,09 | ||||
| 2026-02-13 | 13F | Lepercq De Neuflize Asset Management LLC | 75.989 | 0,27 | 47.655 | 2,68 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 48.267 | -1,88 | 30.270 | 0,48 | ||||
| 2026-02-17 | 13F | Sky-mountain Capital Management, Inc. | 355 | 0,28 | 226 | 4,15 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | Call | 100 | 0 | |||||
| 2026-02-10 | 13F | Glassy Mountain Advisors, Inc. | 834 | 0,00 | 523 | 2,55 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 4.065 | -0,20 | 2.429 | -4,89 | ||||
| 2026-02-06 | 13F | AAFCPAs Wealth Management, LLC | 850 | -4,17 | 533 | -1,84 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 7.466 | 1,66 | 4.677 | 1,67 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 665 | 0,45 | 391 | -7,58 | ||||
| 2026-02-13 | 13F | Shepherd Kaplan Krochuk, Llc | 1.215 | -12,40 | 762 | -10,25 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 6.659 | 15,75 | 4.176 | 18,51 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 473 | 2,83 | 283 | -2,08 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 25.878 | 4,38 | 16.229 | 6,90 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 753 | -27,25 | 472 | -25,43 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 665 | 12,14 | 417 | 14,92 | ||||
| 2026-02-13 | 13F | Sumitomo Life Insurance Co | 26.600 | -48,65 | 16.682 | -47,41 | ||||
| 2026-01-27 | 13F | Portfolio Strategies, Inc. | 452 | 28,77 | 284 | 32,24 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 113.015 | 5,93 | 70.875 | 8,48 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 4.341 | -4,07 | 2.722 | -1,73 | ||||
| 2026-02-13 | 13F | Trustco Bank Corp N Y | 1.131 | 0,00 | 709 | 2,46 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 105.587 | 2,81 | 63.094 | -2,04 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 4.620 | -5,42 | 2.761 | -9,89 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 593 | 372 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 80.412 | -1,22 | 48.050 | -5,88 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 801.052 | 5,84 | 502.364 | 8,39 | ||||
| 2026-04-24 | 13F | Randolph Co Inc | 368 | 0,00 | 220 | -4,78 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 73.602 | 0,99 | 43.981 | -3,77 | ||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 53.699 | 3,20 | 33.676 | 5,69 | ||||
| 2026-04-28 | 13F | Clarity Retirement & Wealth, LLC | 2.524 | 492,49 | 1.508 | 464,79 | ||||
| 2026-04-16 | 13F | jvl associates llc | 30.960 | 2.652,00 | 18.500 | 2.523,97 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 1.195 | 127,62 | 749 | 133,33 | ||||
| 2026-02-17 | 13F | Shelton Capital Management | 656 | 411 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 158.002 | 1,61 | 94.414 | -3,18 | ||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 688 | -2,27 | 431 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.347.386 | -0,73 | 844.986 | 101.583,03 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 2.257 | 4,73 | 1 | 0,00 | ||||
| 2025-11-07 | 13F | Putney Financial Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 12.717 | 4,43 | 7.599 | -0,48 | ||||
| 2026-02-12 | 13F | Saiph Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 2.960 | 0,30 | 1.771 | -4,43 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 5.486 | -5,58 | 3.440 | -3,64 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 605 | 0,17 | 362 | -4,50 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 2.453 | -9,42 | 1.466 | -13,66 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 111 | 70 | ||||||
| 2026-02-11 | 13F | Coastwise Capital Group, LLC | 1.588 | -2,16 | 996 | 0,10 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 1.073 | 1,42 | 641 | -3,32 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 944 | -4,07 | 564 | -8,75 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 850 | 19,55 | 508 | 13,68 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 64 | -14,67 | 40 | -13,04 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 2.430 | -0,16 | 1.452 | -4,91 | ||||
| 2026-04-16 | 13F | Asset Advisors Investment Management, LLC | 3.185 | -0,25 | 1.903 | -4,95 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 974 | -88,68 | 582 | 11.520,00 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 12.281 | 1,54 | 7.339 | -3,26 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 19.779 | 12.404 | ||||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 43.283 | -1,41 | 27.144 | 0,97 | ||||
| 2026-02-10 | 13F | Kesler, Norman & Wride, LLC | 2.472 | 1.550 | ||||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 2.195 | -1,26 | 1.312 | -5,89 | ||||
| 2026-02-05 | 13F | Prudent Investors Network | 911 | 571 | ||||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 131.444 | 0,24 | 82.432 | 2,65 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 1.650 | 2,10 | 995 | -3,21 | ||||
| 2026-04-27 | 13F | BCK Partners, Inc. | 77.117 | 0,86 | 46.081 | -3,89 | ||||
| 2026-02-17 | 13F | truNorth Financial Services, Inc. | 773 | 485 | ||||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 1.138 | 713 | ||||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 4 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Cercano Management LLC | 3.941 | 0,00 | 2.472 | 2,40 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 17.263 | -23,68 | 11 | -23,08 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 34.582 | -7,88 | 21.687 | -5,66 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 5.878 | 61,22 | 3.687 | 65,14 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 1.778 | -0,78 | 1.062 | -5,43 | ||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 1.182 | -16,41 | 741 | -14,34 | ||||
| 2026-01-23 | 13F | Kelsey Financial, LLC | 1.108 | 695 | ||||||
| 2026-01-28 | 13F | WP Advisors, LLC | 4.152 | -1,91 | 2.604 | 0,46 | ||||
| 2026-02-13 | 13F | Hudson Bay Capital Management LP | 7.500 | 0,00 | 4.703 | 2,42 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 35.943 | -1,54 | 22.541 | 0,83 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 532 | 0,00 | 334 | 2,46 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | Call | 20.000 | 12.543 | |||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 1.489 | -7,80 | 912 | -0,65 | ||||
| 2026-02-09 | 13F | Redmond Asset Management, LLC | 549 | -1,79 | 344 | 0,58 | ||||
| 2026-04-16 | 13F | Sky Investment Group LLC | 548 | -4,87 | ||||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 16.528 | 10.365 | ||||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 484 | 1,68 | 289 | -3,02 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 12.251 | 7.683 | ||||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 11.552 | 0,34 | 6.903 | -4,39 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 417 | 0,48 | 249 | -4,62 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 2.132 | 0,00 | 1.337 | 2,45 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 972.830 | -17,40 | 610.091 | -15,65 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 3.765 | 16,56 | 2.250 | 11,06 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 1.392 | 12,62 | 1 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 17.738 | -3,17 | 10.600 | -7,73 | ||||
| 2026-02-13 | 13F | Natixis | 8.250.224 | 5.173.963 | ||||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 892 | 22,87 | 533 | 16,92 | ||||
| 2026-02-11 | 13F | Invst, LLC | 3.106 | 3,64 | 1.948 | 6,10 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 1.595.889 | 2,95 | 1.000.830 | 5,43 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 8.818 | 23,61 | 5.530 | 26,20 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 866 | 24,78 | 518 | 18,85 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 50.775 | 12,70 | 30.341 | 7,39 | ||||
| 2026-02-05 | 13F | AMJ Financial Wealth Management | 1.317 | -2,08 | 826 | 0,24 | ||||
| 2026-02-13 | 13F | Clifford Group, LLC | 64.811 | 1,66 | 40.645 | 4,11 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 34.084 | 3,84 | 20.367 | -1,06 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 4.519 | -7,15 | 2.700 | -11,50 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 940 | 0,00 | 562 | -4,75 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 1.139 | 13,11 | 697 | 21,43 | ||||
| 2026-02-13 | 13F | Commerce Bank | 113.199 | 5,61 | 70.990 | 8,16 | ||||
| 2026-02-17 | 13F | Pine Valley Investments Ltd Liability Co | Put | 114 | ||||||
| 2026-04-17 | 13F | McHugh Group, LLC | 1.257 | 23,60 | 751 | 17,90 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 31.539 | -7,37 | 19.779 | -5,14 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 243 | -0,41 | 153 | 2,01 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 15.301 | 18,25 | 9.143 | 12,67 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 120.828 | -1,64 | 75.775 | 0,48 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 5.210 | 1,70 | 3.113 | -3,08 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 10.722 | 1,45 | 6.407 | -3,35 | ||||
| 2026-02-13 | 13F | APCM Wealth Management for Individuals | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 14.896 | 0,09 | 8.901 | -4,63 | ||||
| 2025-11-04 | 13F | Gitterman Wealth Management, LLC | 97.320 | -0,58 | 59.600 | 7,18 | ||||
| 2026-01-08 | 13F | Lincoln Capital LLC | 639 | -3,77 | 401 | -1,96 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 15.920 | -2,91 | 9.513 | -7,50 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 1.697 | 0,00 | 1.014 | -4,79 | ||||
| 2026-02-02 | 13F | Varma Mutual Pension Insurance Co | 1.207.700 | 757.385 | ||||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 8.707 | 0,06 | 5.461 | 2,48 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 12.033 | 7.546 | ||||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 3.799 | -5,19 | 2.270 | -9,63 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 309 | 0,00 | 192 | -2,55 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 26.755 | 0,85 | 15.987 | -4,60 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 43.283 | -5,08 | 27 | 0,00 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 103.300 | 10,96 | 61.727 | 5,73 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 1.126 | 23,74 | 673 | 17,89 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 1.136 | 0,80 | 712 | 5,79 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 2.134 | 9,94 | 1.275 | 4,77 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 60.500 | 5,47 | 36.152 | 0,49 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 8.316 | -23,92 | 5.218 | -22,46 | ||||
| 2025-11-04 | 13F | FDx Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 875 | 18,56 | 523 | 12,99 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 1.059 | -18,03 | 633 | -21,98 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 8.243 | -11,01 | 5.169 | -8,87 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 12.653 | 9,22 | 7.561 | 4,06 | ||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 12.166 | -8,02 | 7.630 | -6,08 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 122.209 | -15,09 | 76.641 | -13,04 | ||||
| 2026-04-21 | 13F | Sicart Associates LLC | 416 | 0,00 | 249 | -4,62 | ||||
| 2026-01-29 | 13F | UBS Group AG | Call | 4.999 | 81,58 | 3.135 | 86,05 | |||
| 2026-01-29 | 13F | UBS Group AG | 4.030.702 | -1,54 | 2.527.774 | 0,83 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 185 | -2,63 | 111 | -7,56 | ||||
| 2026-01-29 | 13F | Marathon Capital Management | 360 | -1,37 | 226 | 0,90 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 9.956 | -0,15 | 5.949 | -4,88 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 2.987 | 49,05 | 1.877 | 64,85 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 844 | -2,09 | 504 | -6,67 | ||||
| 2026-01-23 | 13F | Hedeker Wealth, LLC | 533 | -43,48 | 334 | -42,11 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 1.056 | 9,32 | 631 | 4,30 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 2.690 | -2,04 | 1.608 | -6,62 | ||||
| 2026-02-17 | 13F | Wealthedge Investment Advisors, Llc | 894 | 0,34 | 561 | 2,75 | ||||
| 2026-02-09 | 13F | First National Trust Co | 37.371 | -0,84 | 23.436 | 1,55 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 2.898.187 | 16,33 | 1.817.540 | 19,13 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 1.451 | 9,34 | 910 | 20,72 | ||||
| 2026-01-26 | 13F | Slagle Financial, LLC | 4.341 | 7,32 | 2.722 | 9,89 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 3.354 | -0,03 | 2.103 | 2,39 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 7.364 | 0,50 | 4.620 | 2,94 | ||||
| 2026-02-04 | 13F | Altman Advisors, Inc. | 1.134 | 0,00 | 711 | 2,45 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 1.410 | 0,86 | 1 | |||||
| 2026-02-12 | 13F | Davis R M Inc | 8.935 | 10,54 | 5.604 | 13,21 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 1.766 | 27,60 | 1.107 | 30,70 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 432.360 | -0,45 | 271.146 | 1,95 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 13.344 | -1,47 | 8.037 | -6,70 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 18.957 | 4,56 | 11.889 | 7,09 | ||||
| 2026-04-16 | 13F | Terra Nova Asset Management LLC | 5.310 | -2,71 | 3.173 | -7,31 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 4.514 | -10,54 | 2.697 | -14,76 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 3.547 | -0,48 | 2.224 | 1,92 | ||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 1.101 | 0,09 | 690 | 2,53 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 1.322 | 0,00 | 790 | -4,71 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 115.534 | 0,47 | 69.038 | -4,27 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 453 | -0,88 | 271 | -5,59 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 22.710 | 105,13 | 13.570 | 95,48 | ||||
| 2026-02-13 | 13F | KilterHowling LLC | 48.970 | 3,80 | 30.710 | 6,30 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 1.299 | -4,27 | 776 | -8,71 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 1.326 | -1,04 | 832 | 1,46 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 21.246 | 16,90 | 12.696 | 11,39 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 316.444 | 10,30 | 198.451 | 12,95 | ||||
| 2025-11-06 | 13F | Blalock Williams, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 1.291 | -19,26 | 772 | -23,05 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 32 | 20 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 21.518 | 0,84 | 12.858 | -3,91 | ||||
| 2026-02-12 | 13F | McDonough Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 4.009 | 8,79 | 2.514 | 11,39 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 4.188 | 2,47 | 2.626 | 4,96 | ||||
| 2026-04-13 | 13F | Waycross Investment Management Co | 476 | -1,04 | 284 | -5,65 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 2.692 | 32,09 | 1.608 | 25,92 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 149.999 | 2,95 | 94.069 | 5,43 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 156.074 | -39,25 | 93.261 | -42,12 | ||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 520 | 0,00 | 311 | -4,91 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 18.796 | 3,86 | 11.232 | -1,04 | ||||
| 2026-02-06 | 13F | Orcam Financial Group | 2.246 | -12,23 | 1.409 | -10,09 | ||||
| 2026-02-17 | 13F | Delaware Management Holdings, Inc. | 741.398 | 464.953 | ||||||
| 2026-02-18 | 13F | Kitching Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Benson Wealth Management INC | 9 | 6 | ||||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 11.580 | 172,47 | 7.262 | 179,09 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 6.908 | -10,67 | 4.128 | -14,89 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 49.029 | 14,26 | 30.748 | 17,01 | ||||
| 2026-02-13 | 13F | ROI Financial Advisors, LLC | 964 | 0,10 | 604 | 2,55 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 83.846 | 2,71 | 50.102 | -2,13 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 46.899 | -57,75 | 29.412 | -56,86 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 1.382 | -13,84 | 826 | -17,91 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 3.495 | 72,59 | 2.088 | 64,54 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 102.011 | -0,48 | 63.974 | 1,91 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 19.540 | -0,06 | 11.676 | -4,76 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 1.235 | -2,99 | 775 | -0,64 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 27.064 | 8,34 | 16.172 | 3,24 | ||||
| 2026-04-16 | 13F | Mountain Pacific Investment Advisers Inc/id | 1.019 | -1,07 | 609 | -5,74 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 16.478 | 2,20 | 9.846 | -2,62 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 671 | 22,67 | 421 | 25,75 | ||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | 1.900 | 1.135 | ||||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 3.583 | -5,14 | 2.141 | -9,59 | ||||
| 2026-04-22 | 13F | Braun Stacey Associates Inc | 33.141 | -1,81 | 19.803 | -6,44 | ||||
| 2026-02-18 | 13F | Standard Family Office LLC | 127.386 | 0,00 | 79.888 | 2,41 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 44.427 | 1,14 | 26.547 | -4,65 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 4.614 | -10,02 | 2.757 | -14,25 | ||||
| 2026-02-10 | 13F | Elgethun Capital Management | 943 | 0,00 | 592 | 2,43 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 1.085 | -12,85 | 1 | |||||
| 2026-02-06 | 13F | Afbi Lp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Garrison Point Advisors, Llc | 430 | -44,80 | 270 | -43,61 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 589 | 9,48 | 352 | 4,15 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 3.565 | 0,31 | 2.130 | -5,59 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 7.402 | 50,39 | 4.423 | 43,28 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 426 | 0,00 | 255 | -4,87 | ||||
| 2026-02-05 | 13F | Financial Security Advisor, Inc. | 2.367 | 503,83 | 1.485 | 518,33 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 26.561 | 2,19 | 15.872 | -2,64 | ||||
| 2026-02-13 | 13F | Capital Square, LLC | 2.452 | 2,00 | 1.537 | 4,42 | ||||
| 2026-04-29 | 13F | LTS Liquid Investments LLC | 46.735 | 1,37 | 27.926 | -3,41 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 2.888 | 4,64 | 1.726 | -0,29 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 2.468 | 1,06 | 1.550 | 3,54 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 9.408 | -0,88 | 5.622 | -5,56 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 29.063 | 26,67 | 18.589 | 32,31 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 731 | 0,00 | 458 | 2,46 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 5.011 | 17,55 | 3.269 | 23,22 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 7.606 | 86,42 | 4.545 | 77,68 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 39.592 | -1,00 | 24.829 | 1,39 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 5.334 | 29,00 | 3.475 | 32,13 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 11.281 | 1,08 | 7.075 | 3,51 | ||||
| 2026-02-03 | 13F | Bluebird Wealth Management LLC | 1.931 | 1.211 | ||||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 150 | -1,32 | 90 | -6,32 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 352 | 221 | ||||||
| 2026-01-08 | 13F | GSG Advisors LLC | 12.755 | 0,21 | 7.999 | 2,26 | ||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 1.309 | -0,76 | 821 | 1,61 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 5.714 | 12,70 | 3.583 | 15,43 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 607 | 0,00 | 363 | -4,74 | ||||
| 2026-01-26 | 13F | Grandview Asset Management LLC | 737 | -53,35 | 462 | -52,22 | ||||
| 2026-02-13 | 13F | Kane Investment Management, Inc. | 3.491 | 6,53 | 2.189 | 9,07 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 628 | 0,00 | 375 | -4,82 | ||||
| 2026-02-02 | 13F | Mission Hills Financial Advisory, LLC | 323 | 203 | ||||||
| 2026-04-16 | 13F | Meadowbrook Advisors Group, LLC | 1.132 | 0,00 | 676 | -4,65 | ||||
| 2026-02-09 | 13F | White Pine Capital Llc | 1.050 | 0,00 | 658 | 2,49 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 7.088 | -88,07 | 4.236 | 10,37 | ||||
| 2026-02-17 | 13F | Fmr Llc | 582.482 | 9,61 | 365.292 | 12,25 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 834 | -26,58 | 498 | -30,15 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 25.289 | -9,80 | 15.859 | -7,62 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 546 | 0,00 | 342 | 2,09 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 9.349 | 8,75 | 5.587 | 3,62 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 2.995 | -0,03 | 1.789 | -4,74 | ||||
| 2026-02-04 | 13F | Sentry Investment Management Llc | 761 | 0 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1.772.161 | 13,97 | 1.111.375 | 39,08 | ||||
| 2026-02-17 | 13F | Punch & Associates Investment Management, Inc. | 62 | 0,00 | 39 | 2,70 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1.626 | -12,16 | 972 | -16,37 | ||||
| 2026-04-14 | 13F | Lawood & Co | 7.276 | 246,31 | 4.348 | 230,07 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 822 | 42,71 | 491 | 36,01 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 343 | 0,00 | 205 | -4,65 | ||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 2.700 | 22,67 | 1.693 | 25,69 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 740.611 | -3,21 | 464.460 | -0,88 | ||||
| 2026-01-08 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 5.166 | -54,28 | 3.240 | -53,19 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 36.090 | 1,02 | 21.565 | -3,75 | ||||
| 2026-02-13 | 13F | Okabena Investment Services Inc | 54.263 | -13,30 | 34.030 | -11,21 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 7.919 | -3,94 | 4.732 | -8,49 | ||||
| 2026-01-30 | 13F | Cannon Capital Management, Inc. | 16.271 | 10.204 | ||||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 786 | 51,74 | 470 | 44,75 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 2.657 | 0,23 | 1.667 | 2,65 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 819 | 0,00 | 489 | -4,68 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 43.527 | -0,08 | 27.298 | 2,32 | ||||
| 2026-02-05 | 13F | Lockheed Martin Investment Management Co | 300.700 | -3,00 | 188.578 | -0,66 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 1.553 | -12,06 | 928 | -16,17 | ||||
| 2026-02-17 | 13F | California State Teachers Retirement System | 6.065 | 3.804 | ||||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 1.641 | 0,00 | 981 | -4,76 | ||||
| 2026-02-12 | 13F | Beck Mack & Oliver Llc | 2.519 | 0,00 | 1.580 | 2,40 | ||||
| 2026-04-14 | 13F | Hudson Value Partners, LLC | 792 | -0,50 | 473 | -5,78 | ||||
| 2026-02-03 | 13F | Maple Capital Management, Inc. | 2.234 | 12,83 | 1.401 | 15,51 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 26.212 | -2,06 | 16.052 | 5,59 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 178.783 | 106.832 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 179.503 | 622,75 | 107.263 | 588,68 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 2.492 | -18,40 | 1.489 | -22,30 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 400 | 0,00 | 251 | 2,46 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 34.985 | 0,91 | 21 | -4,76 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 8.773 | 12,39 | 5.502 | 15,08 | ||||
| 2026-01-23 | 13F | Blue Fin Capital, Inc. | 473 | 0,42 | 297 | 2,78 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 3.871 | 0,13 | 2.313 | -4,58 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 7.775 | 0,71 | 4.645 | -4,05 | ||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 11.635 | 7.297 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 109.057 | -0,22 | 65.167 | -4,92 | ||||
| 2025-11-13 | 13F | Ruedi Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 740 | 0,00 | 464 | 2,43 | ||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 706 | 443 | ||||||
| 2026-04-16 | 13F | Security National Bank | 6.194 | -17,20 | 3.701 | -21,10 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 138 | -72,29 | 87 | -71,71 | ||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 468 | 1,74 | 279 | -3,12 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 3.319 | 0,55 | 2.081 | 2,97 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 1.787 | 13,60 | 1.068 | 8,22 | ||||
| 2025-11-12 | 13F | Peninsula Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 201.197 | 24,76 | 120.225 | 18,87 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 63.825 | 19,69 | 38.139 | 14,04 | ||||
| 2026-02-12 | 13F | Signet Investment Advisory Group, Inc. | 830 | 0,00 | 521 | 2,36 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 520 | 0,00 | 311 | -4,91 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 5.406 | 48,68 | 3.391 | 52,29 | ||||
| 2026-02-09 | 13F | FinDec Wealth Services, Inc. | 1.076 | 33,17 | 675 | 36,44 | ||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 367 | 230 | ||||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 437 | 274 | ||||||
| 2026-02-09 | 13F | Avalon Trust Co | 92 | -68,81 | 58 | -68,33 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 1.423 | -0,21 | 850 | -4,92 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 401 | 3,08 | 240 | -1,65 | ||||
| 2026-02-12 | 13F | Symphony Financial Services, Inc. | 1.470 | 16,21 | 922 | 18,99 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1.887 | 0,37 | 1.128 | -4,41 | ||||
| 2026-02-03 | 13F | Pearl Planning LLC | 40.856 | 25.622 | ||||||
| 2026-04-28 | 13F | Topor & Co. Korea | 41.815 | -24,18 | 24.987 | -27,75 | ||||
| 2026-02-12 | 13F | Ironsides Asset Advisors, LLC | 29.505 | 0,15 | 18.503 | 2,57 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 39.068.508 | 3,01 | 24.501.033 | 5,49 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 14.550 | -0,41 | 8.695 | -5,11 | ||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 265.400 | -2,44 | 166.440 | -0,09 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 611 | 0,00 | 365 | -4,70 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 1.363 | -0,94 | 814 | -5,57 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 1.147 | 233,43 | 685 | 218,60 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 1.976.012 | 1.976 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 342 | -0,58 | 204 | -5,12 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 3.873 | 7,37 | 2.314 | 2,34 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 7.571 | -1,37 | 4.524 | -6,00 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 12.877 | 0,48 | 7.695 | -4,26 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 3.129 | 0,00 | 1.993 | 4,02 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 32.695 | -3,83 | 19.537 | -8,37 | ||||
| 2026-02-13 | 13F | STAR Financial Bank | 820 | -18,16 | 514 | -16,15 | ||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 16.485 | 3,56 | 10.400 | 6,70 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 507 | -0,39 | 303 | -5,33 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 1.914 | 0,00 | 1.200 | 2,39 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 7.111 | -0,84 | 4.460 | 1,55 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 13.003 | 1,04 | 8.155 | 3,49 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 16 | 10 | ||||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 172.623 | -0,84 | 111.318 | 0,02 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 6.995 | -4,51 | 4.180 | -9,01 | ||||
| 2026-04-21 | 13F | Granite Islands Private Wealth, Llc | 7.386 | -25,54 | 4.414 | -29,05 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 649 | 0,00 | 388 | -4,91 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 818 | 513 | ||||||
| 2026-02-10 | 13F | Hilltop Partners LLC | 358 | 225 | ||||||
| 2026-02-17 | 13F | Sherwood Financial Partners, LLC | 1.736 | -9,68 | 1.089 | -7,48 | ||||
| 2026-02-13 | 13F | Axa S.a. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Indie Asset Partners, LLC | 1.320 | 12,24 | 828 | 14,86 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 10.061 | -3,31 | 6.012 | -9,19 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 4.266 | 0,52 | 2.549 | -4,25 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 8.485 | -18,09 | 5.321 | -16,11 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 4.196 | 2,32 | 2.631 | 4,82 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 625.197 | -8,61 | 392.080 | -6,41 | ||||
| 2026-02-09 | 13F | Ciovacco Capital Management LLC | 118.810 | -1,12 | 74.510 | 1,27 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 762 | 95,38 | 456 | 86,48 | ||||
| 2026-01-28 | 13F | Legacy Capital Group California, Inc. | 627 | 0,00 | 394 | 2,34 | ||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 3.007 | 2,11 | 1.886 | 4,60 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 24.519 | 14,89 | 15.376 | 17,66 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 2.577.224 | -2,99 | 1.616.254 | -0,66 | ||||
| 2026-02-12 | 13F | Leith Wheeler Investment Counsel Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 592.711 | -0,10 | 371.707 | 2,31 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 2.443 | -15,11 | 1.460 | -19,12 | ||||
| 2026-01-28 | 13F | Gentry Private Wealth, Llc | 97.347 | 5,11 | 61.049 | 7,65 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 11.786 | 12,17 | 7.391 | 14,87 | ||||
| 2026-02-05 | 13F | WJ Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 270 | 169 | ||||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 13.340 | 3,56 | 8 | 14,29 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.208.818 | 1,65 | 758.086 | 4,09 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 3.012 | -1,79 | 1.800 | -6,45 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 848 | -14,86 | 507 | -18,91 | ||||
| 2026-02-03 | 13F | NBZ Investment Advisors LLC | 333 | 0,00 | 209 | 2,46 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 2.296 | 0,35 | 1.440 | 2,78 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 728 | 2,68 | 435 | -2,03 | ||||
| 2026-01-22 | 13F | Good Steward Wealth Advisors,LLC | 13.933 | 12,26 | 8.738 | 14,96 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 146.086 | 8,98 | 91.615 | 11,61 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 3.273 | -82,48 | 1.956 | -65,40 | ||||
| 2026-02-17 | 13F | Wit, Llc | 382.779 | 309,49 | 240.052 | 319,36 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cacti Asset Management Llc | 1.970 | 14,53 | 1.177 | 8,18 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 1.953 | 0,10 | 1.167 | -4,58 | ||||
| 2025-11-12 | 13F | Napa Wealth Management | 540 | 1,12 | 331 | 8,91 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 3.628 | 7,94 | 2.168 | 2,85 | ||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 4.635 | -21,20 | 2.907 | -19,30 | ||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 552 | 16,21 | 353 | 18,86 | ||||
| 2026-02-12 | 13F | Columbia River Financial Group, LLC | 918 | 0,00 | 1 | |||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 5.291 | 0,09 | 3.162 | -4,65 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 964 | -52,47 | 629 | -50,04 | ||||
| 2026-02-10 | 13F | Coyle Financial Counsel LLC | 20.748 | -3,04 | 13.012 | -0,70 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 683 | 8,41 | 408 | 3,29 | ||||
| 2026-02-13 | 13F | SageOak Financial, LLC | 1.576 | 0,00 | 988 | 2,38 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 2.101 | 4,48 | 1.318 | 6,99 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 8.783 | -0,90 | 5.508 | 1,49 | ||||
| 2026-02-10 | 13F | IF Advisors, LLC | 965 | 605 | ||||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 5.128 | 90,56 | 3.140 | 105,50 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 671 | -19,35 | 401 | -23,03 | ||||
| 2026-02-12 | 13F | Fairfield University | 270.794 | -2,34 | 169.823 | 0,02 | ||||
| 2025-11-07 | 13F | Financial Advisors, LLC | 1.175 | 1,38 | 719 | 9,27 | ||||
| 2026-04-24 | 13F | CFC Planning Co LLC | 7.983 | 17,74 | 4.771 | 12,21 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 3.676 | 45,76 | 2.305 | 49,29 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-10 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 32.082 | 25,43 | 20.119 | 28,45 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 131.014 | 0,50 | 82.163 | 2,92 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 12.886 | 3,90 | 8.204 | 7,89 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 6.814.280 | 7,44 | 4.273.439 | 10,03 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | Put | 1.600 | -15,79 | 1.003 | -13,76 | |||
| 2026-01-26 | 13F | Main Street Group, LTD | 2.397 | 50,28 | 1.503 | 54,00 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 4.275 | -10,86 | 2.681 | -8,72 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 27.892 | 10,23 | 17.492 | 12,89 | ||||
| 2026-02-13 | 13F | Dodge & Cox | 600 | -7,69 | 376 | -5,53 | ||||
| 2026-01-29 | 13F | M Wealth Management, LLC | 350 | 0,00 | 219 | 2,34 | ||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gradient Investments LLC | 3.151 | 8,96 | 1.883 | 3,86 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 4.305 | -16,25 | 2.572 | -20,20 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 29.848 | 1,75 | 17.977 | -2,28 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 6.629 | -3,37 | 3.961 | -7,93 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 16.702 | 71,14 | 9.980 | 63,07 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 732 | -81,79 | 437 | -82,67 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 3.109 | -2,48 | 1.950 | -0,15 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 227.965 | 227,21 | 143.049 | 11,58 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 257.282 | -0,68 | 154 | -5,56 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 1.909 | -30,30 | 1.156 | -33,41 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 528 | 0,00 | 316 | -4,83 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 174.358 | 109.345 | ||||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 1.116 | 60,34 | 667 | 52,75 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 3.022 | -65,20 | 1.895 | -62,97 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 264.661 | 2,92 | 165.977 | 5,40 | ||||
| 2026-04-07 | 13F | Armstrong Henry H Associates Inc | 339 | 0,89 | 203 | -3,81 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 2.078 | 81,33 | 1.241 | 72,84 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 13.004 | 2,48 | 8.155 | 4,94 | ||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 156 | 500,00 | 98 | 506,25 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 598 | 375 | ||||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 3.805 | 0,82 | 2.386 | 3,20 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 27.061 | 17,46 | 16.171 | 11,92 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 1.748 | 0,00 | 1.096 | 2,43 | ||||
| 2026-04-24 | 13F | United Community Bank | 43 | 0,00 | 26 | -3,85 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 789 | 11,91 | 0 | |||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 35.348 | 0,10 | 21.122 | -4,62 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 13.263 | -3,23 | 8.318 | -0,91 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | Put | 500 | 0,00 | 0 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 171.940 | -1,14 | 108 | 0,94 | ||||
| 2026-02-17 | 13F | Stony Point Wealth Management Inc. | 532 | 23,15 | 334 | 26,14 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 445.220 | 75,40 | 280 | 80,65 | ||||
| 2026-02-12 | 13F | Stelac Advisory Services LLC | 22.248 | -16,24 | 13.952 | -14,47 | ||||
| 2026-02-12 | 13F | IFC Advisors LLC | 5.529 | 6,96 | 3.467 | 9,54 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 2.878 | 1,55 | 1.720 | -3,26 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 55.260 | 34.655 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 36.260 | -0,30 | 21.667 | -5,00 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 1.201 | 7,14 | 753 | 9,77 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 605 | 14,15 | 379 | 16,98 | ||||
| 2026-01-30 | 13F | Joseph Group Capital Management | 755 | 215,90 | 473 | 223,97 | ||||
| 2026-01-29 | 13F | Traction Financial Partners, LLC | 23.978 | 1,07 | 15.037 | 3,51 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 13.438 | 3,12 | 8.030 | 0,63 | ||||
| 2026-02-06 | 13F | University Of Chicago | 58.449 | -6,59 | 36.655 | -4,61 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 13.618 | 1,63 | 8.137 | -3,17 | ||||
| 2026-02-12 | 13F | Wayfinding Financial, LLC | 890 | 0,00 | 1 | |||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 144 | -4,00 | 86 | -8,51 | ||||
| 2026-01-30 | 13F | Cosner Financial Group, LLC | 428 | 0,00 | 268 | 2,29 | ||||
| 2026-04-17 | 13F | FFG Partners, LLC | 1.995 | 1.192 | ||||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 282 | -7,24 | 169 | -11,58 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 10.855 | 2,73 | 6.808 | 5,19 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 39.773 | -4,03 | 23.767 | -8,55 | ||||
| 2026-02-12 | 13F | First Wilshire Securities Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 3.968 | 15,69 | 2.489 | 18,48 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 18.592 | -1,10 | 11.719 | 1,16 | ||||
| 2026-01-27 | 13F | Wealthspan Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 141 | -56,21 | 84 | -58,21 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 7.623 | 26,88 | 4.668 | 36,81 | ||||
| 2026-02-05 | 13F | Dash Acquisitions Inc. | 2.255 | 220,77 | 1.423 | 220,27 | ||||
| 2025-11-06 | 13F | Investment Management Associates Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1.353 | 17,14 | 809 | 11,60 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 963 | 85,19 | 576 | 76,38 | ||||
| 2026-02-17 | 13F | Synergy Financial Group, LTD | 6.128 | 1,83 | 3.843 | 4,29 | ||||
| 2026-02-18 | 13F | State of Tennessee, Treasury Department | 277.910 | -5,21 | 176.812 | -1,52 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 618 | -3,29 | 369 | -7,75 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 115.783 | -10,22 | 72.611 | -8,06 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 4.304 | 21,72 | 2.699 | 24,67 | ||||
| 2026-02-17 | 13F | Pine Ridge Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 26.030 | 2,38 | 16.324 | 4,84 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 1.288 | -17,06 | 770 | -20,97 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 22.794 | 6,73 | 13.621 | 1,69 | ||||
| 2026-02-10 | 13F | Spectrum Wealth Advisory Group, LLC | 2.666 | 47,62 | 1.672 | 51,22 | ||||
| 2026-02-13 | 13F | Apriem Advisors | 3.008 | -0,99 | 1.886 | 1,40 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 4.247 | 1,92 | 2.653 | -0,49 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 15.361 | 5,93 | 9.179 | 0,92 | ||||
| 2026-02-09 | 13F | Ceera Investments, Llc | 0 | -100,00 | 0 | |||||
| 2026-03-23 | 13F | J. Derek Lewis & Associates Inc. | 4.246 | 2.663 | ||||||
| 2026-02-03 | 13F | Northern Capital Management, Inc. | 1.703 | 1,43 | 1.068 | 3,79 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 16.389 | 12,51 | 10.278 | 15,22 | ||||
| 2025-11-26 | 13F | Lantern Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 53.718 | 0,88 | 32.099 | -3,88 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 1.700 | 17,73 | 1.016 | 12,15 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 5.780 | 0,82 | 3.454 | -3,95 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 117 | 73 | ||||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 32.870 | -37,90 | 19.641 | -40,83 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 1.572 | 0,13 | 939 | -4,57 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 6.337 | 0,19 | 3.796 | -4,31 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 1.251 | 15,09 | 785 | 17,89 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 473 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 14.802 | 1,94 | 9.524 | 4,60 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Partners in Financial Planning | 10.575 | -0,33 | 6.632 | 2,06 | ||||
| 2026-01-30 | 13F | Wealth Management Resources, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 463 | 0,00 | 292 | 0,69 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 955 | -4,40 | 599 | -2,13 | ||||
| 2026-02-17 | 13F | Strategic Financial Planning, Inc. | 662 | -5,43 | 415 | -3,04 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 8.329 | -0,83 | 4.977 | -5,52 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 439 | 0,00 | 262 | -4,73 | ||||
| 2026-02-03 | 13F | Financial Counselors Inc | 1.862 | 0,11 | 1.168 | 2,46 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 4.460 | 53,90 | 2.665 | 46,67 | ||||
| 2026-02-17 | 13F | Ategra Capital Management, LLC | 14.724 | 0,00 | 9.234 | 2,41 | ||||
| 2025-11-05 | 13F | Daido Life Insurance Co | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | P/E Global LLC | 854.860 | -3,43 | 510.822 | -7,98 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 40.474 | 0,80 | 24.185 | -3,95 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 6.129 | 2,97 | 3.662 | -1,88 | ||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 3.597 | 8,54 | 2.256 | 11,19 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 553 | 0,00 | 330 | -4,62 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 4.990 | 1,38 | 2.982 | -3,40 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 3.751 | 17,77 | 2.149 | 9,59 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 11.936 | 7.485 | ||||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 4.967 | 0,06 | 3.203 | 1,30 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 24.290 | 2,52 | 14.515 | -2,32 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 136 | 17,24 | 81 | 11,11 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 999 | 5,27 | 597 | 0,34 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 743 | 13,44 | 444 | 8,05 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 2.580 | 0,00 | 1.541 | -4,70 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Dimension Capital Management Llc | 2.035 | -5,61 | 1.276 | -3,33 | ||||
| 2026-02-17 | 13F | Power Wealth Management Llc | 1.863 | 4,60 | 1.168 | 7,16 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 1.146 | 7,71 | 685 | 2,70 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 10.791 | 0,21 | 6.767 | 2,62 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 28.902 | 6,02 | 17.270 | 1,02 | ||||
| 2026-02-04 | 13F | Nwam Llc | 14.883 | 4,68 | 9.450 | 7,89 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 1.254 | 38,72 | 749 | 32,16 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 1.136 | 0,18 | 679 | -4,50 | ||||
| 2026-02-11 | 13F | Syon Capital Llc | 6.457 | 4.050 | ||||||
| 2026-02-13 | 13F | Coco Enterprises, LLC | 22.224 | 0,45 | 13.938 | 2,78 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 66.978 | -2,79 | 42.002 | -0,45 | ||||
| 2026-04-22 | 13F | Gold Investment Management Ltd. | 199 | 0,00 | 119 | -4,84 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 117.397 | -2,34 | 73.623 | 0,01 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 57 | 0,00 | 36 | 2,94 | ||||
| 2026-02-04 | 13F | Ofc Financial Planning, Llc | 25.309 | 3,10 | 15.872 | 5,58 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 872 | 0,00 | 528 | -3,30 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 363 | 0,55 | 227 | 2,71 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 2.207 | 1.319 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 49.086 | -0,21 | 29.331 | -4,91 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 579.503 | 2,37 | 363.424 | 4,83 | ||||
| 2026-02-12 | 13F | Eight 31 Financial Llc | 21.644 | 0,58 | 13.574 | 3,00 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 3.443 | 8,24 | 2.159 | 10,78 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 12.918 | -16,10 | 8.101 | -14,08 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 1.309 | 16,77 | 821 | 19,53 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 5.266 | 17,83 | 3.302 | 20,42 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 432 | 21.500,00 | 271 | 26.900,00 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 36.072 | 1,11 | 22.622 | 3,54 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 22.672 | -2,04 | 14.219 | 0,32 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 65 | 41 | ||||||
| 2026-02-09 | 13F | Goodwin Investment Advisory | 5.437 | 5,90 | 3.410 | 8,46 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 4.184 | -24,79 | 2.500 | -28,33 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 513 | 0,00 | 307 | -4,67 | ||||
| 2026-02-23 | 13F | Forthright Family Wealth Advisory LLC | 2.425 | 5,25 | 1.521 | 7,80 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 7.027 | -1,06 | 4.199 | -5,73 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 401 | -10,69 | 240 | -14,95 | ||||
| 2026-01-23 | 13F | Financial Advisory Partners, Llc | 1.430 | -0,42 | 897 | 1,93 | ||||
| 2026-04-30 | 13F | Sompo Japan Nipponkoa Asset Management Co.,ltd. | 74.621 | -7,78 | 44.590 | -12,13 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 19.792 | -0,35 | 12.412 | 2,06 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 24.442 | 115,23 | 15.328 | 120,42 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 291 | 0,00 | 174 | -4,95 | ||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 1.756 | -33,98 | 1.101 | -32,37 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 2.882 | 7,86 | 1.807 | 10,45 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 3.052 | -61,08 | 1.824 | -62,92 | ||||
| 2026-02-13 | 13F | WPWealth LLP | 422 | 0,24 | 265 | 2,72 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 2.646 | 1.659 | ||||||
| 2026-04-21 | 13F | Sandro Wealth Management LLC | 2.827 | 23,61 | 1.689 | 17,78 | ||||
| 2026-02-04 | 13F | Shade Tree Advisors LLC | 5.727 | 65,42 | 3.591 | 69,39 | ||||
| 2026-02-06 | 13F | Delta Financial Advisors Llc | 365 | -23,80 | 229 | -22,18 | ||||
| 2026-02-09 | 13F | New Age Alpha Advisors, LLC | 1.855 | -2,57 | 1.163 | -0,17 | ||||
| 2026-02-17 | 13F | Creative Planning | 1.513.193 | 8,48 | 948.968 | 11,10 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 637.700 | 0,73 | 399.921 | 3,15 | ||||
| 2026-04-09 | 13F | Cullen Investment Group, Ltd. | 2.330 | 8,27 | 1.392 | 1,38 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 11.574 | 3,75 | 7.010 | 0,00 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 1.396 | -18,12 | 834 | -21,98 | ||||
| 2026-04-29 | 13F | Presper Financial Architects, LLC | 3.517 | -3,25 | 2.102 | -7,81 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 31.796 | -1,88 | 19.940 | 0,48 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 18.195 | 14,32 | 11.944 | 19,71 | ||||
| 2026-02-04 | 13F | Knuff & Co LLC | 363 | 0,00 | 228 | 2,25 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 1.285 | -60,55 | 806 | -33,64 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 478 | 0,00 | 286 | -4,68 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 3.097 | -76,73 | 1.977 | -76,65 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 646 | 3,69 | 405 | 6,30 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 13.325 | 5,87 | 7.962 | 0,87 | ||||
| 2026-02-23 | 13F | GuidedMoney, LLC | 814 | 510 | ||||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 5.359 | 0,77 | 3.361 | 3,19 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 1.415 | 91,99 | 887 | 96,67 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 443 | 0,00 | 265 | -4,33 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 3.860 | 11,14 | 2.306 | 5,88 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 18 | 0,00 | 11 | -9,09 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 10.718 | 175,31 | 6.405 | 162,35 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 862 | 0,00 | 515 | -4,63 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 36 | 22 | ||||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 7.015 | -1,89 | 4.192 | -6,51 | ||||
| 2026-01-26 | 13F | Luts & Greenleigh Group, Inc | 1.099 | 4,77 | 689 | 7,32 | ||||
| 2026-01-23 | 13F | Kellett Schaffner Wealth Advisors LLC | 1.002 | 44,38 | 628 | 48,11 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 20.259 | 19,23 | 12.106 | 13,60 | ||||
| 2026-02-13 | 13F | Guardian Wealth Management, Inc. | 394 | 247 | ||||||
| 2026-02-02 | 13F | Capital Investment Counsel, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 391 | 9,22 | 234 | 4,02 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 855 | -3,61 | 537 | -1,29 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 1.148 | 686 | ||||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 19.799 | -2,31 | 11.831 | -6,92 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 1.457 | -36,93 | 871 | -39,92 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 1.908 | 2,69 | 1.140 | -2,15 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 1.736 | 0,00 | 1.037 | -4,69 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 5.428 | -11,22 | 3.404 | -9,11 | ||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 5.151 | 6,91 | 3.230 | 9,49 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 100 | -51,22 | 126 | 7,76 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 2.372 | 6,75 | 1.417 | 1,72 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 2.542 | -1,78 | 1.519 | -6,47 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 23.312 | 34,09 | 14.619 | 36,93 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 43.097 | 23,66 | 20.501 | -3,94 | ||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 6.613 | -1,34 | 4.147 | 0,73 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 528 | 0,00 | 316 | -4,83 | ||||
| 2026-02-10 | 13F | Vista Private Wealth Partners. LLC | 13.966 | 0,00 | 7.933 | 0,00 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 3.225 | 1,35 | 1.927 | -3,46 | ||||
| 2026-01-15 | 13F | Clg Llc | 1.712 | -0,64 | 1.074 | 1,71 | ||||
| 2026-02-04 | 13F | Patrick M Sweeney & Associates, Inc | 1.307 | 287,83 | 820 | 297,57 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 16.842 | -0,14 | 10.064 | -4,85 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.506.067 | 181,58 | 944.500 | 188,37 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 62.477 | 5,24 | 37.333 | -0,57 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 2.969 | 7,34 | 1.774 | 2,31 | ||||
| 2026-02-17 | 13F | Bedell Frazier Investment Counseling, LLC | 2.083 | 22,39 | 1.306 | 25,34 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 10.025 | 13,75 | 5.990 | 8,40 | ||||
| 2026-02-12 | 13F | Gallagher Capital Advisors, LLC | 859 | 135,34 | 542 | 137,28 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 4.286 | 161,34 | 2.688 | 167,73 | ||||
| 2026-02-06 | 13F | Callahan Advisors, LLC | 752 | 0,27 | 471 | 2,61 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 445.834 | 6,71 | 279.596 | 9,28 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 425 | 0,00 | 254 | -4,89 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 18.815 | 3,93 | 11.243 | -0,97 | ||||
| 2026-02-17 | 13F | Alpine Global Management, LLC | 1.665 | 1,15 | 1.044 | 60,86 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 4.916 | 18,95 | 2.938 | 13,35 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 9.448 | 0,51 | 5.925 | 2,92 | ||||
| 2026-02-13 | 13F | Ironvine Capital Partners, LLC | 1.202 | 0,00 | 754 | 2,31 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 3.849 | 6,41 | 2.300 | 1,37 | ||||
| 2026-02-17 | 13F | Fairfax Financial Holdings Ltd/ Can | 58.248 | 0,00 | 36.524 | 2,41 | ||||
| 2025-11-14 | 13F | Ruane, Cunniff & Goldfarb L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 1.944 | -1,07 | 1.162 | -5,76 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 5.382.675 | 9,48 | 3.115.689 | 3,48 | ||||
| 2026-01-22 | 13F | BOCHK Asset Management Ltd | 119.000 | 0,00 | 74.625 | 2,40 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 1.274 | -3,85 | 761 | -8,31 | ||||
| 2026-02-09 | 13F | Private Capital Advisors, Inc. | 535 | 0,00 | 336 | 2,45 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 1.192 | 86,25 | 750 | 92,05 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 21.624 | -29,31 | 14 | -27,78 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 81.087 | -46,59 | 48.453 | -49,11 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 3.986 | 0,13 | 2.382 | -4,61 | ||||
| 2026-04-09 | 13F | Platt Investment Counsel, LLC | 463 | 0,00 | 277 | -4,83 | ||||
| 2026-04-13 | 13F | Stolper Co | 31.089 | 6.528,78 | 3 | |||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 1.522 | 11,42 | 954 | 14,11 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 1.848 | -1,55 | 1.104 | -6,20 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 7.945 | -1,73 | 4.748 | -6,37 | ||||
| 2026-02-17 | 13F | Sonoma Private Wealth LLC | 355 | 0,00 | 223 | 2,30 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 43.965 | 1,07 | 26.645 | -2,82 | ||||
| 2026-01-23 | 13F | Forefront Wealth Management Inc. | 570 | 0,00 | 357 | 2,29 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 15.490 | -8,98 | 9.256 | -4,48 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 4.785 | 62,92 | 2.393 | 68,05 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 47.525 | -1,78 | 29.804 | 0,59 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 11.866 | 4,44 | 7.091 | -0,49 | ||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 1.063 | 635 | ||||||
| 2026-02-10 | 13F | Sfmg, Llc | 6.605 | 1,26 | 4.142 | 3,68 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 12.601 | 11,23 | 7.530 | 5,98 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 3.708 | -4,53 | 2.325 | -2,23 | ||||
| 2026-03-03 | 13F/A | Integrated Investment Consultants, LLC | 8.421 | 1,34 | 5.281 | 3,79 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 107.373 | 67.357 | ||||||
| 2026-04-17 | 13F | Greenbush Financial Group, LLC | 69.039 | 0,63 | 41.254 | -4,12 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 77.408 | 0,46 | 46.255 | -4,28 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 7.163 | -0,25 | 4.492 | 2,16 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 15.736 | -2,98 | 10.043 | 1,12 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 5.567 | 13,10 | 3.491 | 15,83 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 121.034 | 1,12 | 75.598 | 0,71 | ||||
| 2026-01-28 | 13F | Palacios Wealth Management, LLC | 755 | -50,85 | 473 | -49,68 | ||||
| 2026-02-10 | 13F | Mcrae Capital Management Inc | 728 | -53,12 | 457 | -52,05 | ||||
| 2026-02-12 | 13F | Sfam, Llc | 956 | 600 | ||||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 332 | -19,61 | 0 | |||||
| 2026-02-04 | 13F | First National Advisers, LLC | 5.905 | 5,43 | 3.703 | 7,99 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 24.579 | 1,80 | 14.687 | -3,01 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 499 | 7,78 | 298 | 2,76 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 3.439 | -2,27 | 2.055 | -6,89 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 81.788 | 27,69 | 53.390 | 32,92 | ||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 1.708 | -0,64 | 1.071 | 1,81 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 1.771 | 123,33 | 1.058 | 112,88 | ||||
| 2026-02-17 | 13F | Rothschild Capital Partners, LLC | 1.047 | -21,69 | 657 | -19,80 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 75.632 | 20,49 | 45.194 | 14,81 | ||||
| 2026-01-15 | 13F | Private Advisory Group LLC | 5.450 | -1,75 | 3.418 | 0,62 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 1.120 | 669 | ||||||
| 2026-02-13 | 13F | Jupiter Wealth Management LLC | 3.491 | 14,01 | 2.187 | 16,64 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 3.475 | -70,63 | 2.128 | -68,35 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 207.880 | 45,70 | 124.223 | 38,84 | ||||
| 2026-02-12 | 13F | RPg Family Wealth Advisory, LLC | 1.120 | 12,90 | 702 | 15,27 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 10.251 | -1,60 | 6.125 | -6,25 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 167.176 | 1,10 | 104.841 | 3,53 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 21.596 | -2,48 | 12.905 | -7,08 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 16.383 | 6,41 | 10.274 | 8,97 | ||||
| 2026-02-12 | 13F | Betterment LLC | 312.521 | 2,93 | 196 | 5,41 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 182.668 | 2.254,88 | 114.557 | 2.311,71 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 9.394 | -3,94 | 5.891 | -1,62 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 2.820 | -1,57 | 1.768 | 0,80 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 4.360 | 1,18 | 2.605 | -3,59 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 979 | -2,10 | 585 | -6,86 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 1.620 | -0,86 | 968 | -5,47 | ||||
| 2026-02-18 | 13F | Ark Wealth Advisors LLC | 454 | 285 | ||||||
| 2026-01-16 | 13F | Birchcreek Wealth Management, LLC | 441 | 9,98 | 277 | 12,65 | ||||
| 2026-04-17 | 13F | Hamilton Capital Partners, Llc | 492 | 294 | ||||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 6.676 | -19,81 | 3.989 | -23,58 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 1.367 | 11,77 | 857 | 14,57 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Horrell Capital Management, Inc. | 38 | 0,00 | 24 | 0,00 | ||||
| 2026-04-14 | 13F | R.H. Investment Group, LLC | 4.048 | 0,00 | 2.515 | -0,91 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 634 | -4,52 | 379 | -9,13 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 1.142 | 0,26 | 682 | -4,48 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 3.354 | 5,14 | 1.948 | -2,60 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 35.423 | -0,97 | 21.720 | 6,75 | ||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 927 | 18,69 | 581 | 21,55 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 3.036.683 | 7,80 | 1.904.395 | 10,40 | ||||
| 2026-02-05 | 13F | Phoenix Holdings Ltd. | 12.182 | 2,17 | 7.640 | 4,46 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 10.832 | 0,86 | 6.794 | 3,19 | ||||
| 2026-02-18 | 13F | CacheTech Inc. | 16.895 | 3,81 | 10.595 | 6,31 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 1.473 | 9,03 | 880 | 3,90 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 1.160 | 0,00 | 727 | 2,39 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 3.799 | -5,64 | 2.270 | -10,06 | ||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 25.367 | 5,09 | 15.158 | 0,13 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 120.434 | 32,90 | 75.528 | 36,10 | ||||
| 2026-02-18 | 13F | Adventist Health System/ West | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Klein Pavlis & Peasley Financial, Inc. | 612 | -4,67 | 366 | -9,20 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 1.314 | -0,23 | 785 | -4,97 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 1.532 | -7,77 | 961 | -5,51 | ||||
| 2026-02-13 | 13F | Advisory Research Inc | 3.947 | -28,61 | 2.475 | -26,88 | ||||
| 2026-01-20 | 13F | CV Advisors LLC | 6.827 | 0,38 | 4.282 | 2,79 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 4.791 | -8,62 | 2.863 | -12,93 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 5.300 | -0,09 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | FOCUS Wealth Advisors, LLC | 4.902 | 0,22 | 2.929 | -4,50 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 40.336 | -0,11 | 25.296 | 2,00 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 2.186 | -16,47 | 1.306 | -20,41 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 1.197 | 32,71 | 715 | 26,55 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 9.298 | -8,25 | 5.556 | -12,57 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 14.221 | -0,39 | 8.498 | -5,09 | ||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 1.033 | 0,49 | 648 | 2,86 | ||||
| 2026-04-21 | 13F | Chiron Capital Management, Llc | 1.549 | 6,10 | 925 | 3,58 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 908.858 | 2,40 | 543.088 | -2,43 | ||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 3.975 | -3,17 | 2.375 | -7,73 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 703 | -2,63 | 441 | -0,45 | ||||
| 2026-02-06 | 13F | Mullooly Asset Management, Inc. | 696 | -22,06 | 437 | -20,15 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 2.926 | 173,20 | 1.749 | 160,51 | ||||
| 2026-02-05 | 13F | Pacitti Group Inc. | 1.477 | 17,60 | 926 | 20,10 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 403 | 0,00 | 253 | 2,44 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1.025 | -6,31 | 612 | -10,79 | ||||
| 2026-04-22 | 13F | ASO GROUP Ltd | 60.989 | -13,28 | 36 | -18,18 | ||||
| 2025-11-05 | 13F | Garland Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 19.605 | 2,89 | 11.715 | -1,96 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 4.364 | -0,34 | 2.608 | -5,23 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 2.468 | 5,16 | 1.475 | 0,20 | ||||
| 2026-02-10 | 13F | Lummis Asset Management, LP | 133 | 0,00 | 83 | 2,47 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 38.914 | -3,77 | 23.253 | -8,31 | ||||
| 2026-02-13 | 13F | Marshall Wace, Llp | 4.580.704 | 2.872.697 | ||||||
| 2026-02-04 | 13F | Provident Investment Management, Inc. | 3.113 | 89,82 | 1.952 | 94,42 | ||||
| 2026-02-12 | 13F | RMR Capital Management, LLC | 396 | 0,25 | 249 | 2,48 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 56.535 | -1,25 | 33.782 | -5,91 | ||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 3.888 | 6,20 | 2.439 | 8,74 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 2.571 | 50,70 | 1.613 | 54,41 | ||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 5.486 | 3.441 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1.368 | 16,92 | 817 | 11,46 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 5.281 | 87,60 | 3.156 | 78,75 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 328 | 0,00 | 206 | 2,50 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 3.311 | -1,66 | 1.978 | -6,30 | ||||
| 2026-04-30 | 13F | Henson-Edgewater Management, LLC | 3.472 | -1,00 | 2.075 | -5,68 | ||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 699 | 0,14 | 438 | 2,58 | ||||
| 2026-02-23 | 13F | Drake & Associates, LLC | 769 | 18,67 | 482 | 19,60 | ||||
| 2026-02-09 | 13F | Employees Retirement System of Texas | 403.400 | 253 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 1.486 | -9,22 | 888 | -13,45 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 106 | 63 | ||||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 25.050 | 28,32 | 14.969 | 20,54 | ||||
| 2026-04-08 | 13F | Tlwm | 3.211 | 11,15 | 1.919 | 5,85 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 413 | 247 | ||||||
| 2026-04-23 | 13F | Chelsea Counsel Co | 228 | 0,00 | 143 | 0,00 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 430 | 0,00 | 257 | -4,83 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 4.905 | -0,22 | 2.931 | -4,93 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 15.369 | -15,68 | 9.638 | -13,65 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 1.592 | -1,61 | 1 | |||||
| 2026-02-10 | 13F | Ilmarinen Mutual Pension Insurance Co | 8.092 | 5 | ||||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 49.012 | 111,74 | 29.287 | 101,75 | ||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 93.331 | -0,50 | 55.770 | -5,20 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 37.910 | 39,10 | 24.238 | 44,56 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 55.584 | 222,77 | 34.858 | 230,56 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 8.618 | 0,00 | 5.150 | -4,72 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 10.720 | -0,42 | 6.406 | -5,13 | ||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 823 | 21,21 | 516 | 24,34 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 11.277 | -0,34 | 6.738 | -5,05 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 99.231 | 7,00 | 59.295 | 1,95 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | Put | 9.100 | 5.707 | |||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 3.372 | -0,59 | 2.015 | -5,27 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | Call | 9.100 | 5.707 | |||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 61.582 | 420,38 | 36.799 | 395,86 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 685 | 0,00 | 409 | -4,66 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 1.017 | 0,00 | 608 | -4,71 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 25.452 | 31,32 | 16 | 36,36 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 1.928 | -2,38 | 1.152 | -7,03 | ||||
| 2026-02-13 | 13F | Security National Bank Of So Dak | 665 | 56,47 | 417 | 60,38 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 605 | -5,76 | 362 | -10,20 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 1.306 | 6,70 | 780 | 1,69 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 2.356 | 30,02 | 1.408 | 23,86 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 20.708 | 13 | ||||||
| 2026-04-09 | 13F | Vista Investment Partners Llc | 2.457 | 2,55 | 1.468 | -2,33 | ||||
| 2026-02-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 1.112 | 1,18 | 697 | 3,72 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 6.717 | 14,51 | 4.186 | 16,51 | ||||
| 2026-02-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 9.781 | 0,90 | 6.134 | 3,34 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 11.077 | -3,60 | 6.619 | -8,15 | ||||
| 2026-02-13 | 13F | Clal Insurance Enterprises Holdings Ltd | 3.616.622 | 23,28 | 2.268 | 26,28 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 3.548 | -2,69 | 2.225 | -0,36 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 498 | 0,20 | 298 | -4,50 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 1.154 | -13,69 | 689 | -17,78 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 5.123 | -11,18 | 3.061 | -15,37 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 24 | 242,86 | 15 | 275,00 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 3.803 | 3,48 | 2.272 | -1,39 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 4.623 | 18,36 | 2.762 | 12,78 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 2.171 | 0,00 | 1.308 | -3,97 | ||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 4.206 | 7,10 | 2.638 | 9,69 | ||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 70.326 | 1.220,68 | 44.104 | 1.252,85 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 3.878 | 64,46 | 2.432 | 68,47 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 203.595 | 28,19 | 127.681 | 31,27 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 1.240 | -5,13 | 741 | -9,65 | ||||
| 2026-02-05 | 13F | Pandi, LLC | 986.384 | -6,98 | 618.591 | -4,74 | ||||
| 2026-01-28 | 13F | Mystic Asset Management, Inc. | 2.232 | 0,90 | 1.400 | 3,32 | ||||
| 2026-03-17 | 13F | Cornerstone Planning, LLC | 1.799 | 87,98 | 1.128 | 119,03 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 442 | -1,12 | 277 | 1,47 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 46.889 | 1,54 | 28.019 | -3,25 | ||||
| 2026-02-13 | 13F | K2 Principal Fund, L.p. | Call | 6.300 | -88,55 | 3.951 | -88,27 | |||
| 2026-01-29 | 13F | Live Oak Investment Partners | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Shaker Investments Llc/oh | 1.671 | 0,48 | 1.048 | 2,95 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 375.230 | 13,70 | 235.318 | 16,44 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1.940 | 4,08 | 1.159 | -0,77 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 35.615 | -2,07 | 22.335 | 0,29 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 1.997 | -2,73 | 1.252 | -0,40 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 380 | 10,14 | 238 | 12,80 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 7.379 | 1,86 | 4.628 | 4,33 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 55.548 | 5,34 | 33.193 | 0,37 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 6.521 | 0,00 | 3.897 | -4,72 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 2.163 | 0,32 | 1.292 | -4,44 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 2.288 | 2,46 | 1.367 | -2,36 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 964 | 2,12 | 605 | 4,50 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 30.930 | -1,37 | 18.482 | -6,03 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 399 | -26,25 | 238 | -29,79 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 41.859 | 12,35 | 26.707 | 14,09 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 18.778 | 25,64 | 11.776 | 28,67 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 50.304 | -8,02 | 31.547 | -5,81 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 459 | 0,44 | 287 | -1,38 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 449 | -3,23 | 269 | -7,59 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 2.298 | -1,08 | 1.441 | 1,34 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 72.695 | 2,62 | 45.589 | 5,09 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 16.686 | 5,04 | 9.971 | -1,02 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 8.775 | -12,00 | 5.244 | -16,15 | ||||
| 2026-01-30 | 13F | Reicon Wealth Advisors, Llc | 4.160 | 2.609 | ||||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 42.538 | -1,75 | 26.677 | 0,61 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 8.980 | -0,98 | 5.366 | -5,64 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 758 | 1,74 | 453 | -3,21 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1.618 | -7,96 | 967 | -12,34 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 22.988 | 24,63 | 13.736 | 18,75 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 915 | 1,89 | 547 | -3,02 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 1.334 | 14,11 | 797 | 8,73 | ||||
| 2026-02-09 | 13F | Perissos Private Wealth Management, LLC | 2.628 | 120,84 | 1.648 | 126,37 | ||||
| 2026-04-10 | 13F | Titiun Yejiel | 3.000 | 1.881 | ||||||
| 2026-03-13 | 13F | Fund Advisors of America Inc/FL | 1.818 | 1.140 | ||||||
| 2026-02-13 | 13F | Abbot Financial Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 3.071 | -3,21 | 1.835 | -7,74 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 1.088 | 2,35 | 650 | -2,40 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 2.036 | 276,34 | 1.217 | 257,65 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 7.035 | 3,23 | 4.438 | 6,35 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 14.545 | 53,41 | 8.691 | 46,19 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 26.987 | 1,72 | 16.126 | -3,08 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 2.014 | 4,84 | 1.204 | -0,08 | ||||
| 2026-02-13 | 13F/A | Archvest Wealth Advisors, Inc. | 331 | 208 | ||||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 339.308 | 4,29 | 202.753 | -0,63 | ||||
| 2026-02-24 | 13F | Stone Wealth Partners | 13.855 | 8.689 | ||||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 5.833 | 0,95 | 3.486 | -3,81 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 483 | 289 | ||||||
| 2026-01-29 | 13F | ODonnell Financial Services, LLC | 827 | -5,59 | 519 | -3,36 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 462.287 | 6,66 | 289.914 | 9,23 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 300.100 | 1,94 | 179.325 | -2,87 | ||||
| 2026-04-20 | 13F | Up Capital Management, Inc. | 21.193 | -13,93 | 12.664 | -17,99 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 1.275 | 2,74 | 763 | -2,06 | ||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 1.571 | 9,71 | 985 | 12,31 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 2.766 | -0,14 | 1.735 | 2,00 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 165.705 | -6,32 | 103.919 | -4,06 | ||||
| 2026-02-10 | 13F | Main Management LLC | 1.059 | 0,00 | 1 | |||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.121 | 0,00 | 1.957 | 2,14 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 2.946 | 2,65 | 1.760 | -2,17 | ||||
| 2026-02-17 | 13F | New England Asset Management Inc | 95.755 | 3,43 | 60.051 | 5,92 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 4.336 | 1,64 | 2.715 | 3,98 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 205.731 | -4,55 | 129.020 | -2,25 | ||||
| 2026-02-24 | 13F | Lynch Investment Planning, LLC | 1.722 | 1.080 | ||||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 437 | 274 | ||||||
| 2026-01-30 | 13F | Spectrum Financial Alliance Ltd LLC | 711 | 87,60 | 446 | 91,81 | ||||
| 2026-02-12 | 13F | Empirical Finance, LLC | 69.924 | 4.052,26 | 21.857 | 2.019,88 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 1.475 | 0,20 | 881 | -4,45 | ||||
| 2026-02-04 | 13F | WealthTrust Asset Management, LLC | 328 | -2,38 | 206 | 0,00 | ||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 326 | -24,01 | 205 | -22,14 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 3.640 | 1,62 | 2.175 | -3,16 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 2.193 | 38,97 | 1.311 | 32,46 | ||||
| 2026-02-06 | 13F | Hartford Funds Management Co LLC | 398 | 250 | ||||||
| 2026-02-09 | 13F | ICW Investment Advisors LLC | 9.141 | -2,19 | 5.732 | 0,16 | ||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 2.421 | 16,12 | 1.518 | 18,97 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 89.229 | 18,94 | 56.805 | 23,29 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 3.573 | 1,16 | 2.241 | 3,61 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 4.650 | 0,19 | 2.779 | -4,54 | ||||
| 2026-02-17 | 13F | Parvin Asset Management, LLC | 647 | 0,00 | 406 | 2,27 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 265 | 15,22 | 166 | 18,57 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 916 | 0,22 | 1 | |||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 7.407 | -11,98 | 4.645 | -2,80 | ||||
| 2025-11-03 | 13F | Stonegate Investment Group, LLC | 36.888 | -1,97 | 22.589 | 5,68 | ||||
| 2026-04-29 | 13F | Avory & Company, LLC | 28.810 | 0,00 | 17.215 | -4,72 | ||||
| 2026-04-16 | 13F | Redstone Wealth Management, Llc | 6.095 | 0,02 | 3.642 | -4,68 | ||||
| 2025-11-13 | 13F | Highview Capital Management LLC/DE/ | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 1.519 | 908 | ||||||
| 2026-02-11 | 13F | Westerkirk Capital Inc. | 47.768 | -34,45 | 29.957 | -32,87 | ||||
| 2026-02-13 | 13F | Allie Family Office LLC | 20.823 | 0,08 | 12.563 | -1,58 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 1.640 | -23,69 | 1.029 | -21,83 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 11.715 | -1,32 | 7.347 | 1,05 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 132 | 0,00 | 79 | -4,88 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 211.081 | 12,51 | 126.131 | 7,20 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 1.300 | -16,45 | 815 | -14,39 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 186.940 | 9,18 | 117.236 | 11,81 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 8.062 | -1,48 | 4.818 | -6,12 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 1.422 | -17,95 | 892 | -16,02 | ||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 1.675 | -3,01 | 1.001 | -9,01 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 98 | 0,00 | 59 | -3,28 | ||||
| 2026-02-10 | 13F | Virtue Asset Management Llc | 1.840 | 0,11 | 1.154 | 2,49 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 49 | 31 | ||||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 1.948 | -0,66 | 1.164 | -5,37 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 104.814 | 15,81 | 65.723 | 18,58 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 18.383 | 4,07 | 11.529 | 6,28 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 440 | 263 | ||||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 3.392 | 17,37 | 2.127 | 20,18 | ||||
| 2026-02-14 | 13F | Dempze Nancy E | 457 | 287 | ||||||
| 2026-04-06 | 13F | Trust Co of the South | 71.613 | 5,45 | 42.792 | 0,48 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 1.156.962 | -49,91 | 725.566 | -48,70 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 428 | 0,00 | 268 | 2,29 | ||||
| 2026-04-06 | 13F | CX Institutional | 4.398 | 66,97 | 3 | 100,00 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 164 | 121,62 | 103 | 126,67 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 17.444 | 4,06 | 10.940 | 6,57 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 19.271 | 179,25 | 12.085 | 185,97 | ||||
| 2025-11-12 | 13F | HAP Trading, LLC | Call | 5.600 | 576 | |||||
| 2026-02-18 | 13F | Plotkin Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 369 | 19,42 | 232 | 22,22 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 5.665 | 0,00 | 3.553 | 2,39 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 460 | 288 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 226.423 | -8,58 | 141.997 | -6,38 | ||||
| 2026-02-10 | 13F | Holderness Investments Co | 1.480 | 1,72 | 928 | 4,15 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 1.514 | 13,92 | 905 | 8,52 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 2.553 | 7,00 | 1.601 | 9,58 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 111 | 70 | ||||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 88.151 | 249,99 | 55.282 | 258,42 | ||||
| 2026-04-29 | 13F | Ocean Capital Management, LLC | 622 | 372 | ||||||
| 2026-04-21 | 13F | Tenon Financial LLC | 99.412 | 6,12 | 59.404 | 1,12 | ||||
| 2026-01-12 | 13F | Castleview Partners, Llc | 3.061 | -22,49 | 1.920 | -20,64 | ||||
| 2026-02-13 | 13F | Korea Investment CORP | 224.898 | 39,61 | 141.040 | 42,97 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 35.181 | 641,43 | 22.063 | 659,45 | ||||
| 2025-11-17 | 13F | IMS Capital Management | 539 | 0,00 | 330 | 7,84 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 229 | -56,63 | 137 | -58,91 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 338.280 | 1,94 | 212.147 | 4,39 | ||||
| 2026-02-10 | 13F | Sivia Capital Partners, LLC | 20.915 | 1,02 | 13.117 | 3,45 | ||||
| 2026-01-21 | 13F | New Wave Wealth Advisors Llc | 2.581 | -16,82 | 1.619 | -15,07 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 394 | 247 | ||||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 12.341 | 0,62 | 7.739 | 3,05 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 16.251 | -3,03 | 9.711 | -7,60 | ||||
| 2026-02-12 | 13F | Capital Counsel Llc/ny | 633 | 32,43 | 397 | 35,62 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 8.453 | -0,25 | 5.051 | -4,95 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 162 | 102 | ||||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 8.056 | -2,21 | 5.049 | 0,10 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 4.244 | -2,86 | 2.662 | -0,52 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 376 | 13,94 | 225 | 8,74 | ||||
| 2026-02-06 | 13F | Seros Financial, LLC | 773 | 5,03 | 485 | 7,56 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 2.682.140 | 9,06 | 1.682.051 | 11,68 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 682 | 68,81 | 428 | 72,87 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 1 | 0,00 | 1 | |||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 80.896 | -2,10 | 51.175 | 0,60 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Spirit Of America Management Corp/ny | 304 | -7,60 | 192 | -8,61 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 424 | 0,24 | 253 | -4,53 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 3.225 | 0,00 | 1.927 | -4,70 | ||||
| 2026-01-26 | 13F | Swf Llc | 631.823 | 0,00 | 396.235 | 2,41 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 2.090 | 8,46 | 1.310 | 11,02 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 89.893 | 109,57 | 53.715 | 99,69 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 601 | 0,00 | 359 | -4,52 | ||||
| 2026-02-05 | 13F | FJ Investments, LLC | 2.110.580 | -2,55 | 1.323.608 | -0,20 | ||||
| 2025-11-14 | 13F | Hyperion Capital Advisors LP | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Keystone Financial Services | 936 | 0,00 | 587 | 2,44 | ||||
| 2026-01-23 | 13F | Avion Wealth | 69.877 | -0,19 | 44 | 2,38 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 5.712 | -0,83 | 3.413 | -5,54 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 47.424 | 1,73 | 28.338 | -3,07 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 684 | -15,24 | 429 | -13,36 | ||||
| 2026-02-17 | 13F | Riverview Capital Advisers, LLC | 712 | 4,55 | 447 | 6,95 | ||||
| 2026-01-13 | 13F | Argentarii, LLC | 638 | 400 | ||||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 36.225 | -0,92 | 22.718 | 1,46 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 5.853 | 8,91 | 3.671 | 11,55 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 3.834 | -16,45 | 2.291 | -20,37 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 2.838 | -19,33 | 1.780 | -17,41 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 30.779 | 9,62 | 19.303 | 12,27 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 489 | 0,82 | 310 | 2,99 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 21.805 | 7,20 | 13.675 | 9,78 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 16.177 | 10.145 | ||||||
| 2026-04-24 | 13F | Luminist Capital LLC | 5.342 | -55,00 | 3.192 | -57,13 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 2.205 | 1,57 | 1.317 | -3,23 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 1.180 | 0,00 | 740 | 2,49 | ||||
| 2026-01-15 | 13F | William Marsh Rice University | 204.415 | 75,01 | 128.195 | 79,23 | ||||
| 2026-02-10 | 13F | Seven Springs Wealth Group, LLC | 354 | 222 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 89.455 | -0,63 | 56.100 | 1,77 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 9.756 | 12,60 | 5.830 | 7,29 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 23.798 | -25,55 | 14.220 | -29,06 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 562 | 129,39 | 336 | 118,95 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 1.187 | 745 | ||||||
| 2026-04-21 | 13F | Willow Financial LLC | 1.877 | 1,08 | 1.122 | -3,69 | ||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 1.167 | -1,10 | 732 | 1,25 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 1.488 | -84,12 | 889 | -84,87 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 1.597 | -13,16 | 954 | -17,26 | ||||
| 2026-01-29 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 94.007 | 0,00 | 58.955 | 2,41 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 135 | -20,59 | 81 | -24,53 | ||||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 782 | -9,28 | 490 | -7,20 | ||||
| 2026-02-02 | 13F | Bull Oak Capital, LLC | 427 | 268 | ||||||
| 2026-02-09 | 13F | Smithfield Trust Co | 413.101 | -1,11 | 259 | 1,57 | ||||
| 2026-02-17 | 13F | Core Wealth Partners LLC | 3.306 | -3,81 | 2.074 | -1,47 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 1.562 | 7,95 | 934 | 2,87 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 37 | 0,00 | 23 | 4,55 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 81.593 | 36,86 | 51.169 | 40,16 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 9.914 | 0,90 | 6.217 | 3,32 | ||||
| 2026-04-22 | 13F | Boomfish Wealth Group, LLC | 351 | 0,00 | 210 | -5,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 38.368 | 117,70 | 22.927 | 107,44 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 6.467 | -3,91 | 4.056 | -1,60 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 11.413 | -2,77 | 6.820 | -7,35 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 1.336 | 78,37 | 798 | 70,15 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 6.893 | -5,32 | 4.323 | -3,05 | ||||
| 2026-04-16 | 13F | Solitude Financial Services | 636 | 409 | ||||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 2.443 | -1,33 | 1.532 | 0,99 | ||||
| 2026-04-08 | 13F | Exchange Bank | 990 | 0,00 | 592 | -4,68 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 2.893 | 152,88 | 1.729 | 141,00 | ||||
| 2026-02-09 | 13F | TrustBank | 71.965 | 45.131 | ||||||
| 2026-03-17 | 13F | Carter Financial, LLC | 1.240 | 778 | ||||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 138.703 | -0,48 | 82.882 | -5,17 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 2.245 | 8,51 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 41.480 | -6,14 | 24.787 | -10,57 | ||||
| 2026-04-29 | 13F | Axis Capital Holdings Ltd | 405.502 | -2,03 | 242.308 | -6,65 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 14.251 | 0,64 | 8.938 | 3,07 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 832 | 0,24 | 498 | -4,42 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2.930 | 0,31 | 1.751 | -4,42 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 4.917 | 4,17 | 2.938 | -0,74 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 516 | 0,00 | 308 | -4,64 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 641 | 64,78 | 383 | 56,97 | ||||
| 2026-04-29 | 13F | Strategic Financial Group, LLC | 23.544 | 14.069 | ||||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 4.339 | 8,77 | 2.721 | 11,43 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 143.379 | -1,42 | 89.917 | 0,95 | ||||
| 2026-02-12 | 13F | Hikari Tsushin, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 10.203 | 1,55 | 6.398 | 3,71 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 590 | 0,17 | 353 | -4,61 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 432 | 0,00 | 258 | -4,44 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 12.371 | 37,50 | 7.392 | 31,02 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 14.429 | 2,48 | 8.622 | -2,36 | ||||
| 2026-02-06 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 6.270 | 8,87 | 3.932 | 11,20 | ||||
| 2026-04-14 | 13F | Searcy Financial Services Inc /adv | 23.200 | 75,11 | 13.863 | 66,84 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 1.552 | 1,11 | 928 | -3,64 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 1.211 | 0,58 | 724 | -4,24 | ||||
| 2026-02-10 | 13F | Oxford Wealth Group, LLC | 6.718 | 1.596,46 | 4.213 | 1.877,93 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 2.332 | -1,31 | 1.393 | -6,01 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 15.696 | 3,75 | 9.844 | 6,25 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1.182 | -3,43 | 706 | -7,95 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 836 | 8,15 | 524 | 10,78 | ||||
| 2026-02-17 | 13F | Common Fund For Nonprofit Organizations | 168.431 | -4,71 | 105.628 | -2,41 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 11.827 | -2,32 | 7.417 | 0,03 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 1.296 | 813 | ||||||
| 2026-01-27 | 13F | Leisure Capital Management | 1.694 | 1.062 | ||||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 75.175 | 9,36 | 44.921 | 4,20 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 581 | 77,13 | 347 | 69,27 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 581 | 0,00 | 347 | -4,67 | ||||
| 2025-11-12 | 13F | Northstar Financial Companies, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 5.921 | 1,44 | 3.538 | -3,33 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 10.034 | 0,27 | 5.996 | -4,46 | ||||
| 2026-02-03 | 13F | Rezny Wealth Management, Inc. | 2.204 | 0,00 | 1.382 | 2,45 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 3.466 | 0,32 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 55.074 | -2,46 | 32.909 | -7,06 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 497 | 5,97 | 297 | 1,02 | ||||
| 2026-02-12 | 13F | Jasper Ridge Partners, L.P. | 100.368 | -3,47 | 62.944 | -1,14 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 867 | 40,98 | 518 | 37,77 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 10.470 | 0,00 | 6.566 | 2,42 | ||||
| 2026-02-04 | 13F | United Services Automobile Association | 247.379 | 27,87 | 155.139 | 30,95 | ||||
| 2026-02-10 | 13F | Phillips Wealth Planners LLC | 9.636 | 7,52 | 6.073 | 9,76 | ||||
| 2025-11-14 | 13F | Raymond James Financial Inc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 758 | -19,45 | 453 | -23,35 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 287.584 | 16,53 | 180.353 | 19,33 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 84.859 | 0,47 | 53.218 | 2,60 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 48.587 | 9,06 | 29.754 | 17,58 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 17.432 | 7,51 | 10.417 | 2,44 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 157.644 | 0,89 | 94.200 | -3,87 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 182.948 | -7,58 | 114.732 | -5,36 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 4.652 | 8,36 | 2.917 | 11,00 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 3.100 | 10,99 | 1.944 | 13,63 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 47.056 | -6,90 | 28.118 | -11,29 | ||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 909 | -4,72 | 570 | -2,40 | ||||
| 2026-02-17 | 13F | Bitterroot Capital Advisors Llc | 161 | 101 | ||||||
| 2026-04-22 | 13F | Bravera Wealth | 73.583 | 4,63 | 43.970 | -0,30 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 713 | 447 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 1.893 | 0,00 | 1.131 | -4,72 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 443 | 0,23 | 265 | -4,69 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 4.227 | 1,88 | 2.526 | -2,96 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 1.446 | 0,00 | 907 | 2,37 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 1.583 | 6,46 | 946 | 1,50 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 571.170 | 29,58 | 358.197 | 32,70 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 811 | -9,59 | 485 | -13,88 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 1.860 | 35,08 | 1.166 | 38,32 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 51.476 | 169,37 | 32.282 | 175,84 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 5.217 | 0,35 | 3.118 | -4,39 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 50.142 | 4,46 | 29.963 | -0,47 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 21 | 13 | ||||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 107.703 | 2,85 | 64.308 | -2,08 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 448 | -11,46 | 268 | -15,77 | ||||
| 2026-02-06 | 13F | Taylor Financial Group, Inc. | 867 | 0,00 | 544 | 2,26 | ||||
| 2026-02-02 | 13F | Summit Place Financial Advisors, LLC | 2.458 | 1,07 | 1.542 | 3,49 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 595 | -14,02 | 0 | |||||
| 2026-01-28 | 13F | Clarity Financial LLC | 512 | 0,20 | 321 | 2,56 | ||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 355 | 0,00 | 223 | 2,30 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 701 | 0,14 | 419 | -4,56 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 13.875 | -1,99 | 8.291 | -6,61 | ||||
| 2026-02-13 | 13F | Bakala Capital Management LLC | 5.874 | 1,17 | 3.684 | 3,60 | ||||
| 2026-04-24 | 13F | Attestor Capital Ltd | 8.218 | 0,00 | 4.911 | -5,41 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 169.680 | 19,87 | 101.392 | 14,21 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 1.497 | -27,29 | 895 | -30,75 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 4.418 | 2,34 | 2.640 | -2,48 | ||||
| 2026-01-21 | 13F | Graham Capital Wealth Management, Llc | 680 | 3,98 | 426 | 6,50 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 362 | 0,56 | 216 | -4,00 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 4.272 | -0,56 | 2.553 | -5,24 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 329 | 216 | ||||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 5.397 | -97,00 | 3.385 | -96,93 | ||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 669 | 0,30 | 420 | 2,70 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 3.005 | 2,35 | 1.885 | 4,84 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 3.970 | -8,97 | 2.372 | -13,24 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 1.080 | 0,00 | 645 | -4,73 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 29.930 | 19.146 | ||||||
| 2026-04-30 | 13F | Hikari Power Ltd | 19.200 | 0,00 | 11 | -8,33 | ||||
| 2026-01-23 | 13F | Warburton Capital Management, LLC | 652 | 2,19 | 0 | |||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 775 | 0,00 | 486 | 2,53 | ||||
| 2026-02-10 | 13F | Rational Advisors Llc | 33.388 | 0,87 | 20.939 | 3,30 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 10.546 | 0,00 | 6.302 | -4,72 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 427 | -52,13 | 255 | -54,38 | ||||
| 2026-03-06 | 13F | Redwood Family Wealth LLC | 5.368 | 3.367 | ||||||
| 2026-04-14 | 13F | Yarbrough Capital, LLC | 216.447 | 0,00 | 129.338 | -4,72 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 2.612 | 117,30 | 1.561 | 107,17 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 915 | 2,81 | 574 | 5,32 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 334.747 | 16,40 | 200.028 | 10,91 | ||||
| 2026-04-24 | 13F | Triasima Portfolio Management inc. | 6.292 | -1,49 | 3.760 | -6,14 | ||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 335 | 210 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 2.469 | 53,83 | 1.512 | 65,86 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | Call | 124.100 | -4,39 | 4.314 | -41,84 | |||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 397.484 | 1,54 | 249.274 | 3,98 | ||||
| 2026-02-03 | 13F | Merrithew & Thorsten Inc | 43.377 | 27 | ||||||
| 2026-02-09 | 13F | Nia Impact Advisors, Llc | 455 | 1,79 | 285 | 4,40 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 1.031 | 2,28 | 616 | -2,54 | ||||
| 2026-02-13 | 13F | Broadleaf Partners, LLC | 2.266 | 8,01 | 1.421 | 10,67 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 14.620 | -1,18 | 8.736 | -5,83 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 20 | 0,00 | 12 | 0,00 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 244.761 | 0,79 | 152.980 | 0,45 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 44 | 27 | ||||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 7 | 4 | ||||||
| 2026-02-17 | 13F | Price Financial Group Wealth Management, Inc | 356 | 223 | ||||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 4.687 | 0,49 | 2.939 | 2,94 | ||||
| 2026-04-22 | 13F | Vicus Capital | 27.239 | 13,73 | 16.276 | 8,37 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 342 | -73,47 | 215 | -72,88 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 4.315 | 7,85 | 2.579 | 2,75 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 4.011 | 0,15 | 2.515 | 2,57 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 17.044 | 11.032 | ||||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 4.759 | 2,92 | 2.844 | -1,93 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 40.265 | 2,64 | 24.280 | -1,31 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 40 | -71,43 | 25 | -70,59 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 238.056 | -3,97 | 149.292 | -1,65 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 52.279 | 8,79 | 32.786 | 11,41 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 2.518 | 0,80 | 1.579 | 3,27 | ||||
| 2026-02-13 | 13F | Botty Investors LLC | 23.007 | 0,00 | 14.428 | 2,12 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 284.296 | -3,14 | 178.291 | -0,81 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 80.619 | 1,08 | 50.506 | 3,40 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 141 | 0,00 | 84 | -4,55 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 7.808 | 0,92 | 4.897 | 3,07 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 98.770 | 2,59 | 59.020 | -2,25 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 16.260 | -20,33 | 10 | -16,67 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 7.645 | 5,73 | 4.568 | 0,73 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 40.587 | 6,10 | 25.453 | 8,66 | ||||
| 2026-04-29 | 13F | Demars Financial Group, LLC | 664 | 0,00 | 397 | -4,81 | ||||
| 2026-04-08 | 13F | Gillespie Robinson & Grimm Inc | 24.908 | 0,08 | 14.884 | -4,64 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 18.771 | 4,12 | 11.216 | -0,80 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 1.187 | 90,22 | 709 | 81,33 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 54.971 | 2,69 | 32.849 | -2,15 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 941.501 | 14,44 | 590.443 | 17,20 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 2.839 | 2,68 | 1.696 | -2,14 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 976 | 83,80 | 583 | 75,60 | ||||
| 2026-04-15 | 13F | Peoples Bank/KS | 5.401 | 44,49 | 3.227 | 37,67 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 50.224 | 2,89 | 32.387 | 5,80 | ||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 2.653.203 | 1.663.903 | ||||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 999 | -5,75 | 627 | -3,54 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 28.693 | 3,25 | 17.994 | 5,74 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 1.032 | 0,00 | 617 | -4,79 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 444 | 0,00 | 265 | -4,68 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 439 | 262 | ||||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 81.607 | -0,37 | 51.178 | 2,03 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 4.058 | -3,10 | 2.546 | -0,66 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 4.417 | -2,08 | 2.639 | -6,68 | ||||
| 2026-01-27 | 13F | Farrow Financial Inc. | 3.099 | -6,32 | 1.943 | -4,05 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 592 | 52,19 | 371 | 55,88 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 30.760 | 19.290 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1.069 | 23,01 | 639 | 17,28 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 57.464 | 3,71 | 34.338 | -1,18 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77.043 | 5,18 | 46.037 | 0,21 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 2.251 | 0,00 | 1.345 | -4,68 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 3.059 | -67,01 | 1.918 | -66,21 | ||||
| 2026-02-20 | 13F | Kinloch Capital, LLC | 8.901 | -0,57 | 5.582 | 1,82 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 2.721 | -0,29 | 1.626 | -5,03 | ||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-13 | 13F | Ieq Capital, Llc | 488.941 | 6,23 | 306.630 | 8,79 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 32.968 | 7,21 | 19.699 | 2,16 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 1.246 | -4,67 | ||||||
| 2026-02-06 | 13F | Keystone Financial Group | 36.020 | 3,77 | 22.589 | 5,92 | ||||
| 2026-02-04 | 13F | MADDEN SECURITIES Corp | 2.503 | 0,52 | 1.570 | 2,95 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 1.432 | 24,52 | 856 | 18,59 | ||||
| 2026-04-24 | 13F | Whelan Financial | 990 | 2,48 | 592 | -2,31 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 17.193 | 0,31 | 10.274 | -4,42 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 4.164 | 28,48 | 2.612 | 31,60 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 12.186 | -9,81 | 7.282 | -14,08 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 33.595 | 3,47 | 20.075 | -1,41 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 2.260 | 0,89 | 1.418 | 3,36 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 459 | 0,00 | 288 | 2,14 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1.876 | 4,69 | 1.121 | -0,27 | ||||
| 2026-02-10 | 13F | Three Bridge Wealth Advisors, LLC | 43.341 | 6,02 | 27.181 | 8,26 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 2.837 | 2,57 | 1.695 | -2,25 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 197 | -1,99 | 118 | -7,14 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 2.692 | 1.688 | ||||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 2.215 | 72,37 | 1.324 | 64,35 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 8.466 | 23,65 | 5.059 | 17,82 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 120 | 0,00 | 75 | 2,74 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 852 | 509 | ||||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 79.787 | 20,14 | 47.677 | 14,47 | ||||
| 2026-02-05 | 13F | Call To Action Foundation | 852.551 | -6,81 | 534.660 | -4,56 | ||||
| 2025-11-14 | 13F | Knightsbridge Asset Management, Llc | 1.948 | 72,24 | 1.193 | 85,67 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 1.640 | 3,47 | 980 | -1,51 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 582.041 | -33,99 | 348.778 | -37,83 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 18.872 | 12,11 | 11.277 | 6,81 | ||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 43 | 27 | ||||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 1.551.244 | 0,52 | 972.832 | 2,94 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 217.086 | 303,40 | 136.141 | 306,17 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 593 | -0,17 | 372 | 0,81 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 159 | -86,89 | 95 | -87,50 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 1.914 | -7,54 | 1.144 | -11,94 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 625 | 0,32 | 373 | -4,36 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 579 | -1,36 | 346 | -6,25 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 7.504 | -1,42 | 4.484 | -6,08 | ||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 1.546 | 970 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 1.197.012 | -1,07 | 715.275 | -5,73 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 155.661 | 24,07 | 93.016 | 18,22 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 13.922 | 0,76 | 8.319 | -3,99 | ||||
| 2026-02-13 | 13F | Clarkston Capital Partners, LLC | 11.874 | 94,02 | 7.447 | 98,72 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 73.806 | 12,45 | 46.286 | 15,15 | ||||
| 2026-02-20 | 13F | White Knight Strategic Wealth Advisors, LLC | 504 | -0,98 | 316 | 1,61 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 47.374 | 111,59 | 28.308 | 101,60 | ||||
| 2026-02-05 | 13F | Roberts Glore & Co Inc /il/ | 4.931 | -2,59 | 3.092 | -0,26 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 22.007 | 3,23 | 13.150 | -1,64 | ||||
| 2026-02-10 | 13F | Keewaydin Investments LLC | 203.790 | 127.803 | ||||||
| 2026-04-02 | 13F | Collective Family Office Llc | 12.744 | -5,04 | 7.615 | -9,51 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 734 | 0,00 | 439 | -4,78 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 3.126 | 12,37 | 1.868 | 7,05 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Palatine Hill Wealth Management, LLC | 629 | 394 | ||||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 2.886 | 29,42 | 1.810 | 32,53 | ||||
| 2026-02-04 | 13F | Fusion Family Wealth LLC | 380.778 | 1,90 | 238.797 | 4,35 | ||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 22.518 | 42,02 | 14.122 | 45,44 | ||||
| 2026-01-23 | 13F | Aldebaran Financial Inc. | 368 | 0,00 | 232 | 3,11 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 382.636 | 0,35 | 239.963 | 2,77 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 78.042 | -0,40 | 46.634 | -5,10 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 1.769 | 17,62 | 1.057 | 12,09 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 6.858 | 1,02 | 4.301 | 3,44 | ||||
| 2026-02-09 | 13F | Elite Life Management LLC | 795 | 505 | ||||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 413 | -17,07 | 259 | -15,13 | ||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 1.400 | -0,57 | 836 | -5,22 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 683 | 4,12 | 408 | -0,73 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 1.135 | 1,61 | 712 | 4,10 | ||||
| 2026-04-14 | 13F | Meadowbrook Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 6.892 | -5,67 | 4.118 | -10,11 | ||||
| 2026-01-27 | 13F | Sterling Group Wealth Management, LLC | 6.447 | 1,03 | 4.043 | 3,48 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 4.121 | -42,23 | 2.584 | -40,84 | ||||
| 2026-02-13 | 13F | American Century Companies Inc | 43.100 | 2,38 | 27.029 | 4,84 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 1.397 | 835 | ||||||
| 2026-04-29 | 13F | Prossimo Advisors, LLC | 5.255 | 3.140 | ||||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 1.487 | -0,60 | 933 | 1,75 | ||||
| 2026-04-24 | 13F | Essex LLC | 1.093 | -4,12 | 653 | -8,54 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 8.964 | 1,00 | 5.356 | -3,76 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 66 | 0,00 | 39 | -4,88 | ||||
| 2026-04-24 | 13F | Lynch Asset Management, Inc. | 110 | 0,00 | 66 | -4,41 | ||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 1.470 | 11,28 | 922 | 13,56 | ||||
| 2026-02-09 | 13F | Optimist Retirement Group LLC | 4.475 | 0,18 | 2.806 | 2,60 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 3.868 | -0,87 | 2.403 | -1,96 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 481.937 | -1,93 | 302.237 | 0,43 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 182 | 0,00 | 109 | -5,26 | ||||
| 2026-02-10 | 13F | Harfst & Associates, Inc. | 3.671 | -10,33 | 2.302 | -8,18 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 85.810 | 13,25 | 51.276 | 7,91 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 59.525 | 37.330 | ||||||
| 2026-04-13 | 13F | Total Investment Management Inc | 935 | 10,00 | 559 | 4,69 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 3.745 | -2,19 | 2.238 | -6,83 | ||||
| 2026-01-21 | 13F | Inlet Private Wealth, LLC | 692 | 0,00 | 434 | 2,36 | ||||
| 2026-02-13 | 13F | Fairfield, Bush & Co. | 480 | -2,83 | 301 | -0,33 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 10.079 | 29,07 | 6.023 | 22,97 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 7.974 | 3,69 | 5.001 | 6,18 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 339 | 213 | ||||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 352 | -7,37 | 221 | -5,17 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 421.733 | -11,28 | 264.482 | -9,40 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | Put | 82.900 | -3,15 | 309 | -63,73 | |||
| 2026-04-10 | 13F | First Bank & Trust | 41.114 | 17,27 | 24.568 | 11,74 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 25.556 | 34,84 | 15.271 | 28,48 | ||||
| 2026-01-28 | 13F | Southern Farm Bureau Life Insurance | 242.780 | 21,93 | 152 | 25,62 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 24 | 0,00 | 15 | 7,14 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 360 | 226 | ||||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 2.297 | 1.440 | ||||||
| 2026-04-24 | 13F | Innova Wealth Partners | 6.230 | 8,99 | 3.723 | 3,85 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 26.415 | 4,35 | 16.566 | 6,86 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 2.632 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 23.024 | -6,88 | 14.439 | -4,63 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 344 | 2,69 | 206 | -2,38 | ||||
| 2026-02-10 | 13F | David R. Rahn & Associates Inc. | 761 | 0,00 | 477 | 2,37 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 3.373 | 0,09 | 2.016 | -4,64 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 2.689 | -0,04 | 1.686 | 2,37 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 596 | 56,84 | 374 | 60,78 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 13.090 | 3,86 | 7.822 | 111.642,86 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 825.917 | 6,42 | 493.527 | 1,40 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 8.281 | -1,57 | 4.948 | -6,22 | ||||
| 2026-02-05 | 13F | Boulder Wealth Advisors, LLC | 513 | -5,70 | 322 | -3,60 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 690 | -13,75 | 412 | -17,93 | ||||
| 2026-02-06 | 13F | Cumberland Partners Ltd | 1.463 | 0,00 | 917 | 2,46 | ||||
| 2025-11-14 | 13F | Walleye Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Kinsale Capital Group, Inc. | 121.379 | 36,75 | 76.121 | 40,04 | ||||
| 2026-01-29 | 13F | Koa Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 73.917 | 0,81 | 47.018 | 2,07 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 2.211 | -6,47 | 1.321 | -10,93 | ||||
| 2026-01-23 | 13F | Ashford Advisors, LLC | 682 | 0,00 | 428 | 2,15 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 23.677 | -2,51 | 14.261 | -6,37 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 82.836 | 1,25 | 51.949 | 3,69 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 304.035 | 80,11 | 191.149 | 83,03 | ||||
| 2026-02-17 | 13F | Hall Capital Management Co Inc | 1.536 | 2,67 | 963 | 5,13 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 23.388 | 6,98 | 13.976 | 1,93 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 4.190 | 10,47 | 2.504 | 5,26 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 1.479 | 0,00 | 884 | -4,75 | ||||
| 2026-04-22 | 13F | Louisbourg Investments Inc. | 13.866 | 4,75 | 8.286 | -0,19 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 131.397 | -10,69 | 80.465 | -3,72 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 1.874 | 60,86 | 1.175 | 64,80 | ||||
| 2026-01-26 | 13F | Nicholson Wealth Management Group, LLC | 8.539 | -46,24 | 5.355 | -44,94 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Capital Planning LLC | 360 | 215 | ||||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 27.877 | -0,98 | 17.483 | 1,41 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 6.248 | -0,03 | 3.918 | 2,38 | ||||
| 2026-02-12 | 13F | Brogan Financial, Inc. | 1.631 | 1,56 | 1.023 | 4,07 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 50 | 0,00 | 30 | -6,45 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 35.628 | -0,51 | 21.289 | -5,21 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 931.299 | 439,31 | 584.046 | 452,30 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 83.555 | 0,18 | 52.400 | 2,30 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 2.693 | -0,81 | 1.689 | 1,56 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 6.086 | -78,21 | 3.637 | -79,24 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 1.625 | 1,25 | 971 | -3,48 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 7.795 | -0,19 | 4.658 | -4,90 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 1.419 | 84,53 | 729 | 51,24 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 6.871 | -0,87 | 4.106 | -5,55 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 374 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 3.667 | 3,88 | 2.300 | 6,39 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 881 | 22,70 | 526 | 16,89 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 1.321 | 4,34 | 790 | -0,63 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 5.074 | 0,00 | 3.032 | -4,75 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 4.723 | -5,75 | 3.083 | -1,88 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 9.526 | 1,05 | 5.692 | -3,70 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3.814 | -22,79 | 2.279 | -26,44 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 27.397 | -11,63 | 17.182 | -9,51 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 70.580 | 58,24 | 44.263 | 62,05 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 1.237 | 0,08 | 739 | -4,65 | ||||
| 2026-01-30 | 13F | Rachor Investment Advisory Services, LLC | 20 | 13 | ||||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 755 | 128,79 | 451 | 118,93 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 44.750 | -0,01 | 26.740 | -4,73 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 7.316 | 4.480 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 6.799 | 3,39 | 4.063 | -1,50 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 289.976 | -1,93 | 181.853 | 0,43 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 6.418 | 7,47 | 3.835 | 2,38 | ||||
| 2026-01-23 | 13F | Vestment Financial LLC | 1.551 | 0,00 | 990 | 3,77 | ||||
| 2026-01-27 | 13F | ZEGA Investments, LLC | 357 | -0,56 | 224 | 1,83 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 11.837 | -1,17 | 7.073 | -5,83 | ||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 7.180 | -0,26 | 4.503 | 2,13 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 10.304 | 13,83 | 6.158 | 8,47 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 282 | -99,55 | 168 | -99,57 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 14.057 | 0,98 | 8.400 | -3,78 | ||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 854 | 0,00 | 523 | 7,63 | ||||
| 2026-02-17 | 13F | Lakeshore Financial Planning, Inc. | 36.939 | 3,57 | 23.166 | 6,07 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Matisse Capital | 1.138 | 0,62 | 714 | 3,03 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.861 | 2,66 | 1.709 | -2,18 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 1.729 | -39,63 | 998 | -43,13 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 105.780 | 0,84 | 66.338 | 3,27 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Northwestern Mutual Investment Management Company, Llc | 920.788 | -0,12 | 577.454 | 2,29 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 44.446 | 3,27 | 26.559 | -1,60 | ||||
| 2026-02-17 | 13F | Schrum Private Wealth Management LLC | 7.441 | 4,13 | 4.666 | 6,65 | ||||
| 2026-02-05 | 13F | John G Ullman & Associates Inc | 6.606 | -3,38 | 4.143 | -1,05 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 357.525 | 3,53 | 224.215 | 14,30 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 345 | 4,55 | 216 | 6,93 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 12.318 | 33,99 | 7.360 | 27,67 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 11.016 | 7,92 | 6.583 | 2,83 | ||||
| 2026-04-23 | 13F | Analyst IMS Investment Management Services Ltd. | 598.567 | -7,58 | 358 | -12,07 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 833 | 0,00 | 498 | -4,79 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 224 | 134 | ||||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 757 | 4,41 | 452 | -0,44 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 1.381 | 6,56 | 866 | 9,21 | ||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 108.898 | 4,26 | 65.072 | -0,66 | ||||
| 2026-02-17 | 13F | Freestone Grove Partners LP | 1.370.820 | 1,37 | 859.682 | 3,81 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 5.344 | 1,93 | 3.193 | -2,86 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 2.412 | -1,67 | 1.512 | 8,54 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 10.253 | 1,88 | 6.126 | -2,93 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 1.046 | 0,67 | 625 | -3,99 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 11.641 | -21,02 | 7.300 | -19,11 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 16.727 | -13,38 | 9.995 | -17,46 | ||||
| 2026-04-22 | 13F | Brandywine Asset Management, Inc. | 29.573 | 0,00 | 17.911 | -4,14 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 8.080 | 9,69 | 5.067 | 12,35 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 5.367 | -5,09 | 3.207 | -9,56 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 590 | 6,31 | 370 | 8,85 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 5 | 0 | ||||||
| 2026-02-20 | 13F | Waterford Advisors, LLC | 469 | 2,18 | 294 | 4,63 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 5.541 | 21,73 | 3.311 | 15,98 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 1.139 | 11,67 | 697 | 20,38 | ||||
| 2026-02-17 | 13F | Clear Street Markets Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 26.419 | 3,09 | |||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 2.460 | -6,18 | 1.543 | 3,56 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 25.972 | -1,81 | 15.519 | -6,44 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 1.448 | 100,55 | 908 | 105,43 | ||||
| 2026-02-12 | 13F | Cornerstone Capital, Inc. | 2.867 | 0,00 | 1.799 | 2,39 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 14.826 | 0,18 | 9.298 | 2,58 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 10.215 | -28,50 | 6.104 | -31,88 | ||||
| 2026-04-21 | 13F | Div Capital Phoenix Assets Ltd | 37.200 | 0,00 | 22.229 | -4,72 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 36.766 | 0,14 | 21.969 | -4,58 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 333 | -39,67 | 209 | -38,17 | ||||
| 2026-01-29 | 13F | Concord Asset Management, LLC/VA | 2.020 | 0,00 | 1.267 | 2,43 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 4.002 | 0,28 | 2.510 | 2,70 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 2.013 | 2,91 | 1.263 | 5,43 | ||||
| 2026-02-09 | 13F | Lincoln National Corp | 381.655 | -0,40 | 239.347 | 2,00 | ||||
| 2026-04-08 | 13F | Hummer Financial Advisory Services Inc | 345 | -21,77 | 206 | -25,36 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 31.723 | -5,22 | 19.895 | -2,93 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 1.961 | -0,15 | 1.172 | -4,87 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 8.546 | -6,15 | 5.456 | -5,87 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 1.370 | 10,48 | 819 | 5,28 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 3.273 | 82,85 | 1.956 | 74,24 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 121 | 23,47 | 76 | 28,81 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 11.863 | -1,17 | 7.440 | 1,20 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 228.320 | -0,70 | 143.186 | 1,69 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 535 | -16,14 | 319 | -20,25 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 169 | 344,74 | 101 | 334,78 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 12.692 | 1,90 | 7.960 | 4,35 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 2.854 | 0,25 | 1.705 | -4,48 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 4.420 | 0,00 | 2.641 | -4,73 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 2.095 | 0,05 | 1.252 | -4,72 | ||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 150.351 | 1,64 | 94.290 | 4,08 | ||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 43.887 | -2,87 | 28 | 0,00 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 20.735 | 29,42 | 12.390 | 23,32 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 1.530 | -22,18 | 914 | -25,87 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 4.451 | -40,74 | 2.791 | -39,47 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 4.849 | -71,45 | 2.898 | -72,80 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 35.134 | 2,52 | 20.994 | -2,32 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 518.743 | 3,70 | 325.319 | 6,20 | ||||
| 2026-01-28 | 13F | Mountain Capital Investment Advisors, Inc | 1.088 | -7,48 | 693 | -4,02 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 18.635 | 5,38 | 11.687 | 7,92 | ||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 54.353 | 0,09 | 34 | 3,03 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 7.522 | 4,10 | 4.717 | 6,60 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 15.114 | 280,90 | 9.255 | 310,79 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 109.074 | 1,34 | 68.403 | 3,78 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 411 | 0,24 | 245 | -4,67 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 7.315 | 0,18 | 4.588 | 2,59 | ||||
| 2026-04-21 | 13F | Ackerman Asset Management, LLC | 1.138 | -9,97 | 680 | -14,14 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 4.495 | 2,00 | 2.819 | 4,45 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 2.988 | 198,20 | 1.785 | 184,24 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 14.706 | 54,18 | 9.223 | 57,91 | ||||
| 2026-02-20 | 13F | Capstone Wealth Management, Inc. | 673 | 422 | ||||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 17.218 | 18,97 | 10.289 | 13,35 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 1.038 | 17,82 | 651 | 20,59 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 6.091 | 74,93 | 3.669 | 68,03 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100,00 | 5.693 | -5,62 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 5.616 | 9,01 | 3.356 | 3,87 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 17.164 | 1,99 | 10.764 | 4,44 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 18.059 | -1,76 | 10.791 | -6,39 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 5.492 | 2,02 | 3.446 | 4,52 | ||||
| 2026-02-17 | 13F | Wealth Analytics Partners, LLC | 351 | 220 | ||||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 541 | 339 | ||||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 1.254 | -0,16 | 787 | 2,34 | ||||
| 2026-02-06 | 13F | Adell Harriman & Carpenter Inc | 572 | -21,10 | 359 | -19,19 | ||||
| 2026-02-05 | 13F | Clarendon Private LLC | 519 | 17,42 | 326 | 20,37 | ||||
| 2026-02-12 | 13F | Schiavi & Co LLC | 2.911 | 5,62 | 1.826 | 8,18 | ||||
| 2026-01-27 | 13F | Chaney Capital Management, Inc. | 641 | 0,00 | 402 | 2,55 | ||||
| 2026-02-13 | 13F | Great West Life Assurance Co /can/ | 81.584 | -3,03 | 51 | 0,00 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 9.884 | 3,13 | 5.906 | -1,75 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 11.649 | 6,78 | 6.961 | 1,74 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 275.452 | -85,19 | 164.596 | -85,89 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 1.685 | -3,82 | 1.057 | -1,49 | ||||
| 2026-02-04 | 13F | Prosperitas Financial LLC | 19.576 | 0,46 | 12.277 | 2,88 | ||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 3.298 | -4,38 | 2.069 | -2,08 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 21.988 | 5,80 | 13.139 | 0,82 | ||||
| 2026-04-23 | 13F | Davidson Kahn Capital Management, LLC | 29.556 | -9,32 | 17.661 | -13,59 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 202.306 | 7,81 | 120.888 | 2,72 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 30.455 | 8,05 | 18.198 | 2,95 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 14.356 | 3,83 | 9.003 | 6,32 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 3.228 | 0,00 | 2.024 | 2,43 | ||||
| 2026-02-17 | 13F | Wealth Management Strategies, Inc. | 1.647 | 0,61 | 1.033 | 2,99 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 2.718 | 1,19 | 1.624 | -3,56 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 2.123 | -0,47 | 1.269 | -5,16 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 554.355 | 18,37 | 347.653 | 21,23 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 747.672 | 0,31 | 468.887 | 2,47 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 471 | -1,26 | 281 | -5,70 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 2.738 | 58,27 | 1.636 | 50,83 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 67.871 | 23,65 | 41 | 17,65 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 29.311 | 43,45 | 18.382 | 46,91 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 16.490 | 2,71 | 9.853 | -2,14 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 116.749 | 1,68 | 69.763 | -3,12 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 989 | 5,55 | 591 | 0,51 | ||||
| 2026-01-27 | 13F | Silphium Asset Management Ltd | 150.000 | 28,72 | 94.070 | 31,82 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 3.338 | -1,24 | 2.093 | 1,11 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 1.496 | 0,00 | 894 | -4,80 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 1.414 | -2,55 | 845 | -7,15 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 564 | 65,88 | 354 | 69,71 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 9.989 | 8,05 | 5.969 | 1,83 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 1.652 | 0,06 | 1.036 | 2,47 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 8.552 | 4,83 | 5.110 | -0,12 | ||||
| 2026-02-12 | 13F | Annandale Capital, LLC | Put | 200.000 | 114 | |||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 44.528 | 7,05 | 26.608 | 2,01 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 886 | 556 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 10.784 | 0,43 | 6.444 | -4,32 | ||||
| 2026-02-09 | 13F | Genus Capital Management Inc. | 8.416 | -33,48 | 5.278 | -31,88 | ||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 1.367 | 5,89 | 817 | 0,87 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 362 | 5,85 | 216 | 0,93 | ||||
| 2026-02-04 | 13F | Blackhawk Capital Partners LLC. | 1.510 | 12,69 | 947 | 15,37 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 4.335 | 10,22 | 2.590 | 5,03 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 224 | 0,00 | 140 | 2,19 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 3.964 | 5,62 | 2.369 | 0,64 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 5.143 | -66,38 | 2.171 | -75,01 | ||||
| 2026-02-18 | 13F | Mackenzie Financial Corp | 13.503 | 16,32 | 8.513 | 19,77 | ||||
| 2026-02-12 | 13F | Voya Investment Management Llc | 2.579 | 123,48 | 1.617 | 129,04 | ||||
| 2026-02-03 | 13F | Golden Bell Financial Planning LLC | 475 | 0,00 | 298 | 2,41 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 22.478 | -2,67 | 13.765 | 4,93 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 381 | 1,33 | 228 | -3,40 | ||||
| 2026-02-11 | 13F | Twin Tree Management, LP | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-08 | 13F | Accel Wealth Management | 5.604 | 2,19 | 3.348 | -2,62 | ||||
| 2026-02-17 | 13F | Bank Hapoalim Bm | 202.733 | 0,03 | 127 | 2,42 | ||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 47.080 | -7,11 | 29.525 | -4,87 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 656 | -4,79 | 411 | -2,38 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 2.392 | 0,34 | 1.429 | -4,41 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 37.287 | 64,36 | 22.281 | 56,60 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 6.700 | 11,07 | 4.004 | 5,82 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 168.486 | 3,46 | 100.679 | -1,42 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 658 | -13,31 | 393 | -17,26 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 1.660 | 2,60 | 992 | -2,17 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 6.462 | 32,45 | 4.052 | 35,65 | ||||
| 2026-02-17 | 13F | Principal Street Partners, LLC | 3.414 | 0,56 | 2.141 | 2,98 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 9.857 | 56,21 | 5.890 | 48,86 | ||||
| 2026-02-17 | 13F | Amussen Hunsaker Associates Llc | 709 | 4,57 | 445 | 6,99 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 14.028 | 14,18 | 8.797 | 16,93 | ||||
| 2026-04-21 | 13F | Stokes Capital Advisors, LLC | 1.334 | 0,00 | 797 | -4,67 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 66 | 0,00 | 40 | -4,88 | ||||
| 2026-04-30 | 13F | Prepared Retirement Institute LLC | 0 | -100,00 | 5 | -99,91 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 80.851 | 8,36 | 50.704 | 10,97 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 5.745 | -0,03 | 3.588 | -2,18 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 104.677 | -1,37 | 62.550 | -6,03 | ||||
| 2026-01-27 | 13F | Asset Management One Co., Ltd. | 70.032 | 3,65 | 44.302 | 7,08 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 5.534 | 0,22 | 3.471 | 2,63 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 4.776 | 6,11 | 2.854 | 1,10 | ||||
| 2026-02-03 | 13F | Stiles Financial Services Inc | 883 | 0,00 | 554 | 2,41 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 1.512 | -15,10 | 948 | -13,03 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 1.508 | 946 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 5.342 | 8,60 | 3.192 | 3,44 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 489 | 0,00 | 307 | 2,34 | ||||
| 2026-02-10 | 13F | Eq Llc | 41.581 | 2,82 | 26.077 | 5,29 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 887 | -6,63 | 556 | -4,47 | ||||
| 2026-04-20 | 13F | First American Bank | 28.703 | 15,23 | 17.151 | 9,79 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 109.218 | -8,00 | 71.454 | -5,46 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 5.900 | 0,03 | 3.730 | 2,90 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 200.598 | -6,56 | 125.801 | -4,31 | ||||
| 2026-04-13 | 13F | Ayalon Holdings Ltd. | 50.727 | 22,02 | 30 | 15,38 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 78.774 | -32,42 | 49.401 | -30,79 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 1.386 | 5,32 | 1 | |||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 993 | -26,77 | 602 | -30,68 | ||||
| 2026-02-09 | 13F | Valued Retirements, Inc. | 8.679 | 11,66 | 5.443 | 23,26 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 39.761 | -0,86 | 25.383 | 3,35 | ||||
| 2026-04-13 | 13F | E Fund Management Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 779 | 1,70 | 465 | -3,12 | ||||
| 2026-02-04 | 13F | Securian Asset Management, Inc | 241.230 | 304,71 | 151.283 | 314,47 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 2.617 | 0,00 | 1.564 | -4,75 | ||||
| 2025-11-14 | 13F | Thomist Capital Management, LP | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 17.814 | 91,45 | 6.458 | 13,34 | ||||
| 2026-02-17 | 13F | Chai Trust Co Llc | 19.821 | 92,79 | 12.430 | 97,46 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 826 | 78,02 | 494 | 70,00 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 399 | 238 | ||||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 4.236 | 11,80 | 2.532 | 6,52 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 39.787 | -2,62 | 25.169 | 0,59 | ||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 29.267 | 3,20 | 17.488 | -1,67 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 7.786 | 4.690 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 33.499 | -0,78 | 20.017 | -5,46 | ||||
| 2026-01-22 | 13F | NRI Wealth Management LC | 1.112 | 0,54 | 698 | 2,95 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 551.209 | 345.685 | ||||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 61 | 0,00 | 36 | -5,26 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 494 | 8,81 | 298 | 4,58 | ||||
| 2026-04-15 | 13F | Howard Capital Management Group, LLC | 1.300 | 0,08 | 777 | -4,67 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 1.560 | 22,07 | 932 | 16,35 | ||||
| 2026-02-17 | 13F | Nepc Llc | 1.017.491 | 24,30 | 638.099 | 27,29 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 1.897 | -1,86 | 1.190 | 0,51 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 1.819 | -3,55 | 1.087 | -8,20 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 6.218 | 3.900 | ||||||
| 2026-02-18 | 13F | Ironclad Investments LLC | 164.258 | 0,00 | 103.011 | 2,41 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 3.861 | 0,00 | 2.307 | -4,71 | ||||
| 2026-01-27 | 13F | Human Investing LLC | 317.084 | 3,20 | 198.853 | 5,69 | ||||
| 2026-02-02 | 13F | Sunesis Advisors, LLC | 3.023 | -2,01 | 1.896 | 0,32 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 858.740 | 2,90 | 538.638 | 5,41 | ||||
| 2026-02-17 | 13F | Second Line Capital, LLC | 4.129 | -1,34 | 2.589 | 0,74 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 22.839 | 4,31 | 13.647 | -0,61 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 16.809 | 59,87 | 10.041 | 51,56 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 7.999 | 3,80 | 4.780 | -1,08 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 111.149 | 1,72 | 69.705 | 4,17 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 37.305 | 21,98 | 23.439 | 227,85 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 9.325 | 0,72 | 523 | 11,30 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 44.224 | -14,38 | 26.426 | -18,42 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 14.310 | 0,91 | 8.974 | 3,34 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 1.681 | 7,07 | 1.051 | 6,49 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 39.165 | 24.562 | ||||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 4.373 | -11,39 | 2.613 | -15,58 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 7.683 | 12,99 | 4.591 | 7,67 | ||||
| 2026-02-02 | 13F | Guardian Wealth Advisors, LLC | 697 | 0,43 | 437 | 2,83 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 4.272 | -0,33 | 2.616 | 7,48 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 692 | 24,68 | 414 | 18,68 | ||||
| 2026-02-13 | 13F | Borer Denton & Associates, Inc. | 1.038 | 27,99 | 651 | 31,25 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 97.141 | 1,17 | 60.920 | 3,61 | ||||
| 2026-02-13 | 13F | Allianz Se | 79.361 | 44,15 | 49.770 | 47,63 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 10.496 | 10,86 | 6.582 | 13,52 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 12.729 | -3,28 | 8.099 | 0,48 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 1.579.657 | -5,86 | 990.650 | -3,60 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 36.690 | -1,61 | 21.924 | -6,25 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 26.059 | 414,49 | 16.342 | 426,99 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 215 | -8,51 | 128 | -12,93 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 80.877 | 4,67 | 50.720 | 7,19 | ||||
| 2026-02-12 | 13F | Haven Private, LLC | 1.091 | 0,00 | 684 | 2,40 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 10.655 | 6,89 | 6.367 | 1,84 | ||||
| 2026-01-08 | 13F | M. Kulyk & Associates, LLC | 577 | 0,52 | 362 | 2,85 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 987 | 0,10 | 590 | -4,69 | ||||
| 2026-02-04 | 13F | E-L Financial Corp Ltd | 1.479.844 | -0,00 | 1.273.391 | 0,93 | ||||
| 2026-02-06 | 13F | Marble Harbor Investment Counsel, LLC | 15.646 | -7,12 | 9.812 | -4,89 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 19.575 | 0,00 | 11.697 | -4,72 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 17.347 | 568,48 | 10.880 | 584,64 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 27.634 | -5,09 | 16.512 | -9,57 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 6.174.290 | 5,41 | 3.872.083 | 7,95 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 127.232 | 4,18 | 79.791 | 6,69 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 21.143 | -3,98 | 12.634 | -8,51 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 1.624 | 19,06 | 970 | 13,45 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | Put | 8.300 | -46,45 | 5.205 | -45,16 | |||
| 2026-02-03 | 13F | Bernzott Capital Advisors | 438 | 275 | ||||||
| 2026-02-17 | 13F | Sun Group Wealth Partners | 406 | 255 | ||||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 12.007 | 39,39 | 7.530 | 42,73 | ||||
| 2026-02-09 | 13F | Arvest Bank Trust Division | 366 | 0,00 | 230 | 2,23 | ||||
| 2026-04-23 | 13F | Rexford Capital Inc | 6.945 | 9,85 | 4.150 | 4,69 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 834.200 | 11,09 | 508.970 | 19,55 | |||
| 2025-11-14 | 13F | Wolverine Trading, Llc | 82.261 | 45,08 | 50.190 | 56,13 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 550 | -0,36 | 346 | 2,07 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 166.900 | -14,50 | 101.831 | -7,99 | |||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 28.792 | -0,64 | 18.056 | 1,75 | ||||
| 2026-02-03 | 13F | Virtus Family Office LLC | 568 | -24,67 | 356 | -22,94 | ||||
| 2026-04-21 | 13F | Kieckhefer Group Llc | 4.271 | 77,44 | 2.552 | 69,12 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 28.512 | -2,51 | 17.037 | -7,10 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 5.212 | 19,93 | 3.115 | 14,07 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 7.905 | -1,29 | 4.957 | 1,10 | ||||
| 2026-02-13 | 13F | Capula Management Ltd | 11.903.616 | 1.487.852,00 | 7.465.115 | 1.526.508,18 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 650 | 388 | ||||||
| 2026-01-28 | 13F | SP Asset Management LLC | 18.332 | 1,05 | 11.496 | 3,49 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 413 | -54,21 | 247 | -56,28 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 131.985 | -41,82 | 82.771 | -40,42 | ||||
| 2026-04-08 | 13F | KWB Wealth | 19.039 | 0,00 | 11.940 | 0,00 | ||||
| 2026-02-04 | 13F | Empire Life Investments Inc. | 154.049 | 4,06 | 96.609 | 6,57 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 3.648 | 3,37 | 2.180 | -1,54 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 20.658 | 0,93 | 12.955 | 3,37 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 1.196 | -0,25 | 715 | -4,93 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 28.263 | 3,10 | 16.889 | -1,76 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 1.177 | 10,00 | 738 | 12,67 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 34.602 | 50,84 | 20.676 | 43,72 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 808 | -9,52 | 483 | -13,93 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 25.057 | 86,99 | 14.973 | 78,19 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 2.666 | 0,08 | 1.593 | -4,61 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 176.417 | 4,15 | 105.418 | -0,76 | ||||
| 2026-02-13 | 13F | Liberty Mutual Group Asset Management Inc. | 184.247 | 115.547 | ||||||
| 2026-04-24 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 9.818 | -6,70 | 5.867 | -11,11 | ||||
| 2026-01-09 | 13F | Lwm Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 1.827 | 69,17 | 1.092 | 61,15 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 4.412 | -2,82 | 2.767 | -0,50 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 439 | 5,78 | 275 | 8,27 | ||||
| 2026-04-21 | 13F | Davidson Investment Advisors | 925 | -34,72 | 475 | -46,51 | ||||
| 2025-11-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 58.303 | 0,82 | 37.117 | 4,01 | ||||
| 2026-02-10 | 13F | MGO Private Wealth, LLC | 59.336 | -4,90 | 37.211 | -2,61 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 26.279 | 4,64 | 16.909 | 8,06 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 301 | 2,73 | 180 | -2,19 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 3.993 | -60,48 | 2.504 | -59,53 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 14.438.145 | 4,69 | 9.054.601 | 7,59 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 18.510 | -10,38 | 11.061 | -14,61 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 1.639 | 10,07 | 979 | 4,93 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 8.144 | 6,30 | 4.867 | 1,29 | ||||
| 2026-02-10 | 13F | Birinyi Associates Inc | 12.258 | 0,02 | 8 | 0,00 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 363.792 | 11.673 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 2.682 | -46,94 | 1.603 | -49,45 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 501 | 5,25 | 314 | 7,90 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 1.818 | 6,57 | 1.140 | 9,20 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 256.152 | 14,91 | 161.816 | 18,20 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 643.816 | 13,08 | 384.712 | 7,75 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 745 | -1,19 | 445 | -5,93 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 22.490 | 7,40 | 13.439 | 2,33 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 3.816 | -20,40 | 2.393 | -18,47 | ||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 5.345 | -0,58 | 3.194 | -5,28 | ||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 2.482 | 1.557 | ||||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 9 | 28,57 | 6 | 25,00 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 14.487 | 0,24 | 8.657 | -4,49 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 962 | 0,31 | 106 | 6,00 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 791 | -0,13 | 473 | -4,84 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 8.634 | -46,19 | 5.157 | -48,76 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 679 | 47,93 | 0 | |||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 8.665 | 513,23 | 5.178 | 484,31 | ||||
| 2026-02-17 | 13F | Aureus Asset Management, LLC | 370 | 2,21 | 232 | 4,52 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 1.009 | -1,18 | 603 | -5,78 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 67.951 | 31,03 | 40.604 | 24,85 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 7.428 | 4.658 | ||||||
| 2025-11-14 | 13F/A | DLD Asset Management, LP | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 1.514 | -4,36 | 905 | -8,87 | ||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 33.762 | 50,34 | 21.173 | 53,97 | ||||
| 2026-02-13 | 13F | Baldwin Investment Management, LLC | 8.884 | 0,83 | 5.571 | 3,26 | ||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 5.589 | -0,50 | 3.505 | 1,92 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 336.080 | 0,14 | 210.766 | 2,26 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 3.776 | -25,08 | 2.256 | -28,61 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 1.765 | -3,76 | 1.107 | -1,42 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 1.696 | -2,75 | 1.014 | -7,40 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 3.091 | -0,87 | 1.847 | 184.500,00 | ||||
| 2026-02-12 | 13F | Systematic Alpha Investments, LLC | 1.132.544 | 0,00 | 710.252 | 2,41 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 366 | 230 | ||||||
| 2026-04-16 | 13F | Envision Financial LLC | 39.011 | -1,45 | 23.311 | -6,10 | ||||
| 2026-02-12 | 13F | Advisory Resource Group | 1.416 | -1,32 | 888 | 1,14 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 3.071 | 33,17 | 1.835 | 26,99 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 5.832 | -2,00 | 3.485 | -6,65 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 2.069 | 0,49 | 1.236 | -4,26 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 3.003 | 0,00 | 1.745 | -7,38 | ||||
| 2026-02-05 | 13F | Millennium Capital Advisors, LLC | 1.528 | 0,46 | 958 | 2,90 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 2.532 | 0,60 | 1.513 | -4,12 | ||||
| 2026-02-02 | 13F | Grantvest Financial Group LLC | 4.732 | 3,64 | 2.968 | 6,12 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 1.581 | 17,63 | 992 | 20,53 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 16.876 | 0,88 | 10.084 | -3,87 | ||||
| 2026-02-13 | 13F | Avant Capital LLC | 635 | 46,65 | 398 | 50,76 | ||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 1.931 | -2,92 | 1.211 | -0,66 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 4.684.615 | 6,44 | 2.938.244 | 9,04 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 16.138 | -87,01 | 10.119 | -86,70 | ||||
| 2026-01-07 | 13F | Permanent Capital Management, LP | 245.519 | 0,89 | 153.973 | 3,03 | ||||
| 2026-04-21 | 13F | GFG Capital, LLC | 1.339 | 59,22 | 800 | 51,80 | ||||
| 2026-04-30 | 13F | Teacher Retirement System Of Texas | 846.831 | -87,20 | 506.024 | -87,80 | ||||
| 2026-02-17 | 13F | Family Management Corp | 1.757 | 0,00 | 1.102 | 2,42 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 4.053 | -1,72 | 2.541 | 0,59 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 42.974 | 8,86 | 25.679 | 3,73 | ||||
| 2026-04-10 | 13F/A | OP Asset Management Ltd | 293.158 | 33,56 | 175.177 | 27,26 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 362 | 0,00 | 216 | -4,85 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 44.986 | -56,72 | 28.212 | -55,67 | ||||
| 2026-02-10 | 13F | Prodigy Asset Management LLC | 564 | 11,46 | 354 | 13,87 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 7.589 | 1,35 | 4.759 | 3,79 | ||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 45.721 | 1,77 | 28.673 | 4,23 | ||||
| 2026-01-29 | 13F | First National Bank of Hutchinson | 321 | 201 | ||||||
| 2026-04-20 | 13F | City State Bank | 2.655 | -0,08 | 1.586 | -4,80 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 1.311 | -3,53 | 803 | 4,02 | ||||
| 2026-04-14 | 13F | Flower City Capital | 24.134 | 1,78 | 14.421 | -3,02 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 405 | -14,01 | 242 | -18,31 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 110.292 | 2,64 | 69.167 | 5,12 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 7.238 | 295,52 | 4.539 | 305,27 | ||||
| 2026-02-17 | 13F | Rakuten Investment Management, Inc. | 867.009 | 0,00 | 528.988 | 0,00 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 3.727 | 5,55 | 2.227 | 0,59 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 1.622 | 0,06 | 969 | -4,72 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 29.768 | 6,52 | 18.669 | 9,09 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 2.429 | 0,12 | 1.452 | -4,60 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 4.267 | -30,54 | 2.550 | -33,83 | ||||
| 2026-02-13 | 13F | J. Mark Nickell & Co. | 20.638 | 12.943 | ||||||
| 2026-01-30 | 13F | Cullinan Associates Inc | 6.500 | -1,07 | 4.076 | 1,32 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 102 | -53,21 | 61 | -55,88 | ||||
| 2026-02-12 | 13F | First Western Trust Bank | 236.042 | -4,17 | 148.029 | -1,86 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 6.022 | -1,44 | 3.598 | -6,08 | ||||
| 2026-01-27 | 13F | Seeds Investor Llc | 36.895 | 27,01 | 23.138 | 30,07 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 2.716 | -7,30 | 1.725 | -3,85 | ||||
| 2026-02-11 | 13F | CNB Bank | 475 | 0,00 | 298 | 2,41 | ||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 848 | 43,24 | 507 | 36,39 | ||||
| 2026-02-13 | 13F | Wimmer Associates 1, Llc | 2.412 | 2,20 | 1.513 | 4,64 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 4.695 | 30,53 | 2.806 | 24,39 | ||||
| 2026-02-13 | 13F | Fidato Wealth LLC | 125.821 | 1,63 | 78.906 | 4,08 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 632.460 | 52,74 | 377.927 | 45,53 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management Services Ltd | 448 | 0,90 | 281 | 3,32 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 15.296 | 9.592 | ||||||
| 2026-02-17 | 13F | Amussen Hunsaker Associates Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 68.352 | 2,76 | 40.843 | -2,09 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 984 | 27,63 | 1 | |||||
| 2026-04-24 | 13F | Bayban | 409 | -50,00 | 244 | -52,34 | ||||
| 2026-04-27 | 13F | Lafayette Investments, Inc. | 630 | 0,00 | 377 | -4,81 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 1.319 | 1,07 | 788 | -3,67 | ||||
| 2026-01-27 | 13F | Members Advisory Group LLC | 43.977 | 0,25 | 27.600 | 2,64 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 29.043 | 0,36 | 17.355 | -4,38 | ||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 3.032 | -16,66 | 1.902 | -14,68 | ||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 17.307 | 10.853 | ||||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 1.681 | 0,12 | 1.054 | 2,53 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 4.493 | 1,24 | 2.818 | 3,68 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 24.098 | 1,88 | 14.400 | -2,93 | ||||
| 2026-04-10 | 13F | Benin Management CORP | 600 | 0,00 | 359 | -4,79 | ||||
| 2026-04-17 | 13F | PKO Investment Management Joint-Stock Co | 48.758 | 0,00 | 29.135 | -4,72 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | W Advisors, Llc | 504 | -4,55 | 302 | -9,06 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 6.650 | 4,28 | 4.170 | 6,81 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 1.170 | 5,31 | 699 | 0,43 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 1.294 | -4,99 | 773 | -9,48 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 1.469 | 196,77 | 922 | 203,96 | ||||
| 2026-02-13 | 13F | Avenir Corp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 106.623 | -2,85 | 66.867 | -0,51 | ||||
| 2026-01-14 | 13F | Nova R Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 17.058 | 1,20 | 10.193 | -3,58 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 4.482 | -3,30 | 2.678 | -7,85 | ||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 1.531 | -2,17 | 960 | 0,21 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 343 | 0,00 | 205 | -5,12 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 416 | -38,37 | 261 | -36,80 | ||||
| 2026-02-09 | 13F | Client First Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 1.698 | 6,99 | 1.065 | 9,68 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 3.990 | 0,00 | 2.384 | -4,72 | ||||
| 2026-04-27 | 13F | AMG Asset Management Group, Inc. | 34.977 | 161,71 | 20.901 | 149,39 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 1.923 | -7,50 | 1.206 | -5,34 | ||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 19.269 | 76,09 | 12.083 | 80,32 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 46.724 | -0,04 | 28.299 | -4,84 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 3.372 | 1,87 | 2.015 | -2,94 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 3.012 | 53,60 | 1.800 | 46,38 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 4.699 | -21,41 | 2.808 | -25,13 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Exit Wealth Advisors, LLC. | 3.697 | 16,99 | 2.319 | 19,86 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 19.313 | 2,65 | 11.541 | -2,19 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 83 | 40,68 | 50 | 32,43 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 3.971 | 0,03 | 2.373 | -4,70 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 17.622 | 1,50 | 10.530 | -3,30 | ||||
| 2026-04-21 | 13F | Poehling Capital Management, LLC | 955 | -1,44 | 571 | -6,10 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 1.016 | 127,80 | 637 | 132,97 | ||||
| 2026-04-08 | 13F | Violich Capital Management, Inc. | 13.127 | 4,86 | 7.844 | -0,09 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 40.955 | 27,45 | 25.684 | 30,50 | ||||
| 2026-02-06 | 13F | Lountzis Asset Management, Llc | 1.024 | -0,19 | 642 | 1,90 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 27.802 | 5,09 | 16.613 | 0,14 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 4.952 | 2,65 | 2.959 | -2,18 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 146.988 | 1,45 | 87.833 | -3,34 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 54.364 | 4,60 | 32.485 | -0,34 | ||||
| 2026-04-09 | 13F | American National Bank of Texas | 1.403 | 0,00 | 838 | -4,66 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 1.758 | 5,78 | 1.103 | 8,04 | ||||
| 2026-02-13 | 13F | Snowwater Investment Partners, Llc | 3.661 | 2.296 | ||||||
| 2025-11-13 | 13F/A | Peak6 Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 24.646 | -0,02 | 14.727 | -4,74 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 21.409 | 2,04 | 12.793 | -2,77 | ||||
| 2026-04-24 | 13F | Walker Asset Management, LLC | 2.539 | 5,27 | 1.517 | 0,33 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 2.008 | 116,38 | 1.200 | 106,19 | ||||
| 2026-02-12 | 13F | Northstar Asset Management Inc | 10.220 | 0,00 | 6.409 | 2,41 | ||||
| 2026-02-12 | 13F | Hardworking Capital Advisors, LLC | 1.912 | 1.199 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 2.070 | 30,43 | 1.237 | 24,22 | ||||
| 2025-11-13 | 13F/A | Peak6 Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 439 | -27,80 | 262 | -31,23 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 564.729 | -2,95 | 354.158 | -0,61 | ||||
| 2026-02-12 | 13F | Helium Advisors LLC | 11.092 | -43,45 | 6.956 | -42,09 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 179.859 | 6,36 | 112.795 | 8,92 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 7.308 | -11,53 | 4.367 | -15,71 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 812.030 | 2,78 | 509.248 | 5,25 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 439 | -14,59 | 262 | -18,63 | ||||
| 2026-01-30 | 13F | Rogco, Lp | 525 | 0,00 | 329 | 2,49 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 1.632 | 30,46 | 1.050 | 33,93 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 469 | 0,00 | 295 | 2,08 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 1.475 | 0,00 | 881 | -4,76 | ||||
| 2026-02-03 | 13F | Van Strum & Towne Inc. | 20.342 | -5,23 | 12.757 | -2,94 | ||||
| 2025-11-04 | 13F | Atlas Private Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 3.333 | -1,88 | 2.090 | 0,14 | ||||
| 2026-02-11 | 13F | Landing Point Financial Group, LLC | 12.246 | 1,04 | 7.680 | 3,46 | ||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 454 | 107,31 | 285 | 111,94 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 554 | 0,00 | 331 | -4,61 | ||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 710 | 3,20 | 445 | 5,70 | ||||
| 2026-02-11 | 13F | Horizon Kinetics Asset Management Llc | 2.944 | 0,24 | 1.846 | 2,67 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 720 | 2,27 | 450 | 0,22 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 826 | -13,51 | 518 | -11,30 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Segall Bryant & Hamill, Llc | 20.304 | 30,78 | 12.733 | 33,93 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 486 | -1,82 | 305 | 0,33 | ||||
| 2026-02-10 | 13F | CIBC Asset Management Inc | 926.277 | -0,69 | 580.896 | 1,70 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 29.304 | 16,11 | 17.511 | 10,63 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 130.673 | -12,51 | 78.084 | -16,64 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 3.300 | 0,67 | 1.972 | -4,09 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1.503 | 19,10 | 898 | 13,53 | ||||
| 2026-02-13 | 13F | Aviso Wealth Management | 1.102 | 7,83 | 691 | 10,56 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 4.525 | 21,51 | 2.704 | 15,80 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 593 | 0,00 | 354 | -4,58 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 5.425 | -50,63 | 3.470 | 300,12 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 5.162 | 15,48 | 3.084 | 10,02 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 6.105 | 3.829 | ||||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 21.655 | 1,58 | 12.940 | -3,22 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 1.583 | 28,18 | 946 | 22,22 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 840 | 21,04 | 502 | 15,17 | ||||
| 2026-02-10 | 13F | Up Strategic Wealth Investment Advisors Llc | 2.212 | 7,69 | 1.405 | 11,95 | ||||
| 2026-04-24 | 13F | USS Investment Management Ltd | 3.495.162 | 760,02 | 2.089.023 | 719,73 | ||||
| 2025-11-14 | 13F/A | DLD Asset Management, LP | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 37.102 | -0,02 | 23.268 | 2,39 | ||||
| 2026-03-05 | 13F | Cedarwood Wealth LLC | 5.531 | 3.524 | ||||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 500 | 0,00 | 314 | 1,95 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 1.356 | -0,07 | 850 | 2,04 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 86.475 | 31,18 | 51.673 | 24,99 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 8.120 | -5,90 | 5.092 | -3,91 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 6.543 | -0,11 | 4.103 | 2,01 | ||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 13.477 | 5,97 | 8.053 | 0,95 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 77.874 | -3,99 | 49.469 | -0,26 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 703 | 16,20 | 420 | 10,82 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 27.553 | 200,53 | 17.279 | 207,78 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 19.248 | -7,79 | 12 | 0,00 | ||||
| 2026-02-05 | 13F | United Bank | 524 | 10,55 | 329 | 13,10 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 5.686 | -2,02 | 3.567 | 0,25 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 581 | -5,68 | 347 | -10,10 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 10.367 | 6.195 | ||||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 1.822 | -74,81 | 1.143 | -72,18 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 76 | 0,00 | 45 | -4,26 | ||||
| 2026-02-12 | 13F | Compass Capital Management, Inc | 3.256 | 2.042 | ||||||
| 2026-02-17 | 13F | Mars Jewett Financial Group, Inc. | 1.059 | 674 | ||||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 7.171 | 0,42 | 4.285 | -4,33 | ||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 41.021 | -0,55 | 24.512 | -5,24 | ||||
| 2026-02-09 | 13F | Buckhead Capital Management Llc | 1.171 | 75,30 | 734 | 79,90 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 6.295 | 3,38 | 3.762 | -1,49 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 17 | 30,77 | 10 | 25,00 | ||||
| 2026-04-29 | 13F | Burney Co/ | 31.166 | -3,71 | 18.623 | -8,25 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 46.637 | 13,36 | 29.247 | 16,09 | ||||
| 2026-02-17 | 13F | Mustico Financial Group, Inc. | 743 | 0,00 | 474 | 3,72 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 19.983 | 11,01 | 12.532 | 13,69 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 15.414 | 37,05 | 9.667 | 40,35 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 1.664 | -12,14 | 994 | -16,33 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 21 | 13 | ||||||
| 2026-02-10 | 13F | Catalyst Capital Advisors LLC | 227.957 | -0,70 | 142.959 | 1,69 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 236.007 | -2,21 | 148.007 | 0,15 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 23.363 | 43,76 | 13.961 | 36,98 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 27.657 | -2,06 | 16.527 | -6,69 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 5.825 | -2,82 | 3.654 | -0,22 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 1.277 | 24,22 | 763 | 18,48 | ||||
| 2026-02-13 | 13F | Walleye Trading LLC | Call | 8.400 | -64,26 | 5.268 | -63,40 | |||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 3.147 | 1,12 | 1.974 | 3,57 | ||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 9 | 0,00 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | Walleye Trading LLC | Put | 12.300 | -64,35 | 7.714 | -63,49 | |||
| 2026-04-20 | 13F | Davidson Trust Co | 1.133 | 18,39 | 677 | 13,02 | ||||
| 2026-02-17 | 13F | Progeny 3, Inc. | 103.300 | 0,00 | 64.783 | 2,41 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 11.348 | -0,21 | 6.781 | -4,92 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 4.169 | 2.491 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 89.118 | -0,38 | ||||||
| 2026-04-14 | 13F | HighRoad Wealth Advisors, LLC | 51.319 | -3,62 | 30.666 | -8,17 | ||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 101 | 63 | ||||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 809 | 0,12 | 484 | -4,55 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 466 | 5,67 | 292 | 8,15 | ||||
| 2026-02-17 | 13F | Amundi | 11.818 | -23,49 | 7.411 | -22,28 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 2.547 | -0,62 | 1.522 | -5,35 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 2.847 | 0,64 | 1.786 | 3,06 | ||||
| 2025-11-13 | 13F | Intrepid Financial Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 9.160 | -0,17 | 5.744 | 2,22 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 5.391 | 2,12 | 3.381 | 4,58 | ||||
| 2026-02-17 | 13F | Guardian Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 1.613 | -51,44 | 1.012 | -50,29 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 589 | 1,90 | 0 | |||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 3.828 | -11,49 | 2.401 | -9,37 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 234.336 | 13,87 | 140.027 | 8,50 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 642 | -2,13 | 405 | -1,70 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 2.214 | 96,28 | 1.323 | 87,13 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 2.773 | -0,50 | 1.739 | 1,93 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 79.943 | 9,28 | 47.770 | 4,12 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 13.972 | -2,31 | 8.349 | -6,92 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 2.700 | 0,00 | 1.654 | 0,55 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Chung Wu Investment Group, LLC | 150 | 0,00 | 94 | 3,30 | ||||
| 2026-02-11 | 13F | Vaughan David Investments Inc/il | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 6.106 | -5,51 | 3.649 | -9,97 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 570.339 | 0,32 | 340.806 | -4,41 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 724.471 | -3,66 | 454 | -1,30 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 2.809 | 0,39 | 1.679 | -4,33 | ||||
| 2026-02-02 | 13F | Gouws Capital LLC | 9.813 | 0,77 | 6.154 | 3,20 | ||||
| 2026-02-13 | 13F | Acorns Advisers, LLC | 9.183.205 | 2,08 | 5.759 | 4,56 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 44.431 | -0,63 | 26.550 | -5,23 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 20.454 | -5,22 | 12.222 | -9,69 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 936 | -7,42 | 559 | -12,93 | ||||
| 2026-02-09 | 13F | Horizon Family Wealth, Inc. | 3.015 | -0,59 | 1.891 | 1,78 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 1.391 | -1,70 | 831 | -6,31 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 5.082 | 3.187 | ||||||
| 2025-11-14 | 13F | Capstone Investment Advisors, Llc | 614.021 | 202,81 | 376.014 | 226,45 | ||||
| 2026-02-06 | 13F/A | CapWealth Advisors, LLC | 2.129 | -3,10 | 1.335 | -0,74 | ||||
| 2026-04-15 | 13F | Home Federal Bank Of Tennessee | 895 | 535 | ||||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 3.421 | -4,15 | 2.145 | -1,83 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 12.516 | -13,64 | 7.479 | -15,74 | ||||
| 2026-01-28 | 13F | Deane Retirement Strategies, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 2.219 | 0,09 | 1.391 | 1,83 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 7.289 | 4,26 | 4.355 | -0,66 | ||||
| 2026-02-05 | 13F | Triton Wealth Management, PLLC | 5.191 | 99,12 | 3.280 | 100,00 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 3.140 | 55,37 | 1.876 | 48,07 | ||||
| 2026-02-17 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Princeton Capital Management Llc | 2.342 | 182,17 | 1.468 | 188,98 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 1.239 | -0,32 | 740 | -5,01 | ||||
| 2026-02-10 | 13F | Meridian Management Co | 2.207 | -1,95 | 1.384 | 0,44 | ||||
| 2026-02-13 | 13F | Cutler Capital Management, LLC | 2.655 | 23,37 | 1.665 | 26,35 | ||||
| 2026-04-23 | 13F | Simmons Bank | 380 | 14,46 | 227 | 9,13 | ||||
| 2026-01-27 | 13F | Aspiring Ventures, LLC | 602 | 15,99 | 377 | 18,93 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 115.777 | 386,52 | 73 | 414,29 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 19.409 | -1,13 | 11.598 | -5,80 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 497 | 0,00 | 297 | -4,82 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 3.388 | 1,35 | 2.125 | 3,76 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 310.861 | 2,54 | 194.950 | 5,01 | ||||
| 2026-01-27 | 13F | Lakeside Advisors, INC. | 1.305 | 52,63 | 818 | 56,41 | ||||
| 2026-04-30 | 13F | Left Brain Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Capital CS Group, LLC | 5.167 | 4,32 | 3.241 | 6,82 | ||||
| 2026-01-14 | 13F | BFI Infinity Ltd. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-11 | 13F | Dodds Wealth, LLC | 33.572 | 1,25 | 21.054 | 3,68 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 2.132 | -0,28 | 1.337 | 2,14 | ||||
| 2026-02-11 | 13F | Investure, LLC | 1.804.877 | 1.131.893 | ||||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 534 | 0,19 | 335 | 2,76 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 8.062 | 14,32 | 5.056 | 17,09 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 6.868 | -12,06 | 4.104 | -8,42 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 2.593 | -10,28 | 1.549 | -14,51 | ||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 2.371.010 | 693,10 | 1.486.932 | 712,21 | ||||
| 2026-02-11 | 13F | Nyl Investors Llc | 6.217 | 3.899 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 757 | 146,58 | 452 | 135,42 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 1.655 | 42,06 | 989 | 35,34 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 11.588 | -8,29 | 7.268 | -6,07 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 10.513 | 15,20 | 6.282 | 9,77 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 12.711 | -12,63 | 7.595 | -16,76 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 19.092 | -0,28 | 11.408 | -4,98 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 928 | 0,00 | 582 | 2,46 | ||||
| 2026-02-19 | 13F | First Growth Capital LLC | 1.929 | 1.228 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 11.940 | 33,96 | 7.622 | 33,75 | ||||
| 2026-02-13 | 13F | Kensington Asset Management, LLC | 690.058 | 13,54 | 435.923 | 17,13 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.118 | -3,20 | 701 | -0,85 | ||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 1.096 | 0,00 | 655 | -4,80 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 600.451 | -3,15 | 359 | -7,73 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 1.011 | -50,34 | 634 | -49,12 | ||||
| 2026-02-12 | 13F | JBF Capital, Inc. | 509.121 | 0,00 | 319.285 | 2,41 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 15.142 | -5,87 | 9.048 | -10,32 | ||||
| 2026-02-09 | 13F | Revere Asset Management, Inc | 9.797 | -0,41 | 6.144 | 1,99 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 2.980 | 3,15 | 1.781 | -1,71 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 11.896 | 72,63 | 7.461 | 76,78 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 72 | 0,00 | 43 | -4,44 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 10.523 | 0,75 | 6.599 | 3,17 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 24.195 | 14,56 | 14.458 | 9,15 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 14.995 | 3,56 | 8.960 | -1,32 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 14.312 | -3,53 | 8.975 | -1,20 | ||||
| 2026-02-12 | 13F | Gould Capital, LLC | 6 | 0,00 | 4 | 0,00 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 3.130 | -0,79 | 1.870 | -5,46 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 31.158 | 15,40 | 18.619 | 9,96 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 419 | 263 | ||||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 6.923 | -10,98 | 4.342 | -8,84 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 3.770 | -7,05 | 2.364 | -4,79 | ||||
| 2026-02-09 | 13F | Banta Asset Management Lp | 42.137 | -13,11 | 26.425 | 24,76 | ||||
| 2026-01-22 | 13F | Hager Investment Management Services, Llc | 556 | 0,00 | 349 | 2,35 | ||||
| 2026-02-12 | 13F | ROSS\JOHNSON & Associates LLC | 13 | 0,00 | 8 | 14,29 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 1.634.496 | -1,66 | 1.024.732 | 0,64 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 119.367 | 3,87 | 71.328 | -1,03 | ||||
| 2026-02-12 | 13F | August Group Capital Ltd | 12.310 | 7.719 | ||||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 64.753 | -2,89 | 38.693 | -7,47 | ||||
| 2026-02-09 | 13F | King Wealth | 2.598 | -0,61 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 56.775 | -0,87 | 35.605 | 1,52 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 16.282 | 1,23 | 9.729 | -3,54 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 3.513 | 0,37 | 2.099 | -4,37 | ||||
| 2026-03-20 | 13F | Consilio Wealth Advisors, Llc | 5.529 | -0,02 | 3.467 | 2,39 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 1.057 | 663 | ||||||
| 2026-02-12 | 13F | Alaethes Wealth LLC | 3.619 | 1,40 | 2.270 | 3,56 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 161.462 | -13,85 | 101.258 | -11,77 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | Put | 500 | 0,00 | 314 | 2,29 | |||
| 2026-04-02 | 13F | Aspect Partners, LLC | 280 | 0,00 | 167 | -4,57 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 3.357 | 0,03 | 2.006 | -4,71 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 3.088 | -6,71 | 2 | -50,00 | ||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 14.964 | -1,30 | 9.384 | 1,08 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 71.151 | -3,20 | 42.517 | -7,76 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 10.211 | 23,37 | 6.404 | 26,34 | ||||
| 2026-02-12 | 13F | California Public Employees Retirement System | 31.586.839 | 21,68 | 19.809.054 | 24,61 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 14.071.661 | 4,50 | 8.824.761 | 7,02 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 61.028 | 8,44 | 36.467 | 3,33 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 2.829 | -6,23 | 1.774 | -4,01 | ||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 2.516 | 1,53 | 1.578 | 3,96 | ||||
| 2026-01-29 | 13F | Retirement Solution Inc. | 2.472 | 12,93 | 1.550 | 15,67 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 429 | 269 | ||||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 4.583 | 2,69 | 2.739 | -2,14 | ||||
| 2026-02-13 | 13F | Itau Unibanco Holding S.A. | 410.577 | 22,02 | 257.485 | 24,96 | ||||
| 2026-04-10 | 13F | McCollum Christoferson Group LLC | 96.324 | 118,12 | 23.214 | -16,18 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 464 | -0,85 | 291 | 1,40 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 795 | -5,92 | 475 | -10,21 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tamar Securities, LLC | 3.755 | 7,56 | 2.355 | 10,15 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 38.372 | 16,07 | 22.929 | 10,60 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4.514 | 2,97 | 2.831 | 5,44 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 512 | -1,54 | 306 | -6,44 | ||||
| 2026-02-05 | 13F | Gamco Investors, Inc. Et Al | 2.085 | -0,29 | 1.308 | 2,11 | ||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 278.997 | 6,86 | 146.162 | 2,10 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 2.113 | 5,60 | 1.262 | 0,64 | ||||
| 2026-02-12 | 13F | Reliant Wealth Planning | 9.145 | -2,40 | 5.735 | -0,05 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 29.959 | 89,54 | 18.788 | 94,11 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 12.262 | -0,54 | 7.690 | 1,84 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 10.659 | 2,96 | 6.369 | -1,89 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 4.804 | 6,33 | 3 | 50,00 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 17.626 | 10.616 | ||||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 6.311 | 12,20 | 3.958 | 14,90 | ||||
| 2026-03-09 | 13F | EMC Capital Management | 84.254 | 1,06 | 54 | 3,92 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 665 | 19,39 | 397 | 13,79 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 107.407 | 24,64 | 67.358 | 27,64 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 750 | -2,09 | 490 | 1,88 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 7.768 | 22,45 | 4.642 | 16,67 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 395 | -11,24 | 236 | -15,41 | ||||
| 2026-02-11 | 13F | Paragon Private Wealth Management, LLC | 6.401 | 0,02 | 4.014 | 2,40 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 16.811 | 10.543 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 46.544 | 15,12 | 28.034 | 10,56 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 4.535 | 276,97 | 2.844 | 286,41 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 241.100 | -12,52 | 151.201 | -10,41 | |||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 205.106 | 6,55 | 128.628 | 9,12 | ||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 145.565 | 13.025 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 8.125 | 12,38 | 4.855 | 7,08 | ||||
| 2026-04-24 | 13F | Pursuit Wealth Strategies, Llc | 19.157 | 12.014 | ||||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 201.751 | -0,14 | 126.524 | 2,26 | ||||
| 2026-02-10 | 13F/A | Suncoast Equity Management | 755 | 3,71 | 473 | 6,29 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 97.525 | 22,15 | 61.161 | 25,09 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 1.277 | 0,00 | 801 | 2,43 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 1.944 | 0,00 | 1.162 | -4,76 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 592 | -16,03 | 354 | -19,91 | ||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 31.961 | 20.044 | ||||||
| 2026-04-07 | 13F | InvesTrust | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 2.771 | 6,95 | 1.656 | 1,97 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 1.089 | 121,34 | 683 | 126,58 | ||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 3.237 | -2,47 | 2.030 | -0,15 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 1.611 | -11,73 | 1.010 | -9,58 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 896.800 | 50,70 | 562.410 | 54,33 | |||
| 2026-04-09 | 13F | PFS Partners, LLC | 144 | -25,39 | 86 | -29,75 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 60.781 | 2,29 | 36.320 | -2,53 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 143.165 | 11,16 | 89.783 | 13,83 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 2.682 | -17,88 | 1.603 | -21,78 | ||||
| 2026-01-26 | 13F | Hassell Wealth Management, LLC | 2.803 | -4,37 | 1.783 | -0,61 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 524 | -8,39 | 313 | -12,85 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 3.462.284 | 3,08 | 2.171.302 | 5,56 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 11.600 | -1,39 | 6.932 | -6,05 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 40.372 | 53,48 | 24.125 | 46,24 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 526 | 0,38 | 314 | -4,27 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 2.709 | 15,92 | 1.699 | 18,66 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 3.148 | 19,33 | 1.881 | 13,72 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 8.861 | 0,57 | 5.295 | -4,16 | ||||
| 2026-03-02 | 13F | Cogent Strategic Wealth Llc | 380 | 241 | ||||||
| 2026-02-05 | 13F | Cauble & Harre Wealth Management, Inc. | 5.006 | 3.140 | ||||||
| 2026-02-10 | 13F | Select Asset Management & Trust | 2.363 | 0,00 | 1 | 0,00 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 17.965 | 6,86 | 11.266 | 9,43 | ||||
| 2026-04-14 | 13F | M. Kraus & Co | 450 | 0,00 | 269 | -4,96 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 1.075 | 642 | ||||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 13.530 | 6,63 | 8.485 | 9,19 | ||||
| 2026-02-12 | 13F | GreatBanc Trust CO | 73.462 | -2,10 | 46.070 | 0,26 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 60 | 38 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 13.994 | 0,06 | 8.362 | -4,65 | ||||
| 2026-02-10 | 13F | SFI Advisors, LLC | 911 | 571 | ||||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 11.626 | 8,54 | 6.947 | 3,42 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 56.469 | -11,22 | 35.413 | -9,08 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 1.247 | 0,40 | 745 | -4,24 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 35.952 | 1,95 | 21.483 | -2,86 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 3.225 | 0,25 | 1.927 | -6,32 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 7.194 | -4,26 | 4.512 | -1,96 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 3.943 | 137,39 | 2.473 | 143,07 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 31.332 | 4,72 | 19.649 | 7,24 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 9.482 | -2,16 | 5.666 | -6,78 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 496 | 311 | ||||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 7.468 | -1,33 | 4.683 | 1,04 | ||||
| 2026-02-17 | 13F | Karnit Road Accident Victims Compensation Fund | 94.007 | 58.955 | ||||||
| 2026-04-22 | 13F | Motco | 535 | 5,52 | 320 | 0,63 | ||||
| 2026-02-10 | 13F | B&l Asset Management Llc | 3.455 | 4,10 | 2.167 | 6,59 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 16.760 | 49,78 | 10.510 | 53,39 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 1.001 | 0,81 | 598 | -3,86 | ||||
| 2026-01-26 | 13F | Ckw Financial Group | 13 | 550,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 274.941 | -2,52 | 164.291 | -7,12 | ||||
| 2026-02-17 | 13F | Norinchukin Bank, The | 450.080 | 24,13 | 282.259 | 27,12 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6.414 | 5,15 | 3.833 | 0,18 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 7.944 | -42,59 | 4.982 | -41,22 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 1.628 | -10,89 | 1.021 | -8,77 | ||||
| 2026-02-17 | 13F | GAM Holding AG | 22.250 | 0,00 | 13.951 | 2,39 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 822 | -2,49 | 491 | -7,01 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 64.767 | 19,09 | 40.618 | 21,96 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 5.283 | -1,51 | 3.313 | 0,85 | ||||
| 2026-02-13 | 13F | Aviso Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Laraway Financial Inc | 591 | 15,88 | 371 | 18,59 | ||||
| 2026-02-12 | 13F | NDVR, Inc. | 2.948 | 0,00 | 1.849 | 2,38 | ||||
| 2026-03-05 | 13F | Mengis Capital Management, Inc. | 1.103 | 0,00 | 692 | 2,52 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 10.756 | 0,02 | 6.427 | -4,69 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 8.939 | 1,76 | 5.606 | 4,20 | ||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 1.210 | -4,50 | 723 | -8,94 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 1.962 | -11,38 | 1.172 | -15,56 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 31.865 | 28,15 | 19.041 | 22,11 | ||||
| 2026-02-10 | 13F | Adapt Wealth Advisors, Llc | 6.640 | -0,02 | 4.164 | 2,41 | ||||
| 2026-04-17 | 13F | Investment Advisory Services Inc /tx /adv | 3.478 | -3,20 | 2.078 | -7,77 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 9.153 | -1,98 | 5.470 | -6,59 | ||||
| 2026-04-28 | 13F | Alberta Investment Management Corp | 3.358.186 | 72,08 | 2.006.684 | 63,97 | ||||
| 2026-01-30 | 13F | Levin Capital Strategies, L.p. | 2.781 | 0,00 | 1.744 | 2,41 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 3.078 | 0,00 | 1.885 | 0,00 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 1.842 | 0,16 | 1.101 | -4,51 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 24.506 | 5,20 | 15.369 | 7,72 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 11.709 | 585.350,00 | 6.997 | 699.500,00 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 5.509 | -12,85 | 3.292 | -16,96 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 1.814 | -18,51 | 1.111 | -12,18 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 73.857 | 1,74 | 44.133 | -3,05 | ||||
| 2026-01-22 | 13F | Mechanics Financial Corp | 149 | 0,00 | 93 | 2,20 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 4.898 | 30,09 | 3.071 | 33,23 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 4.295 | 24,17 | 2.567 | 18,30 | ||||
| 2025-11-05 | 13F | Wells Trecaso Financial Group, LLC | 550 | -53,07 | 337 | -49,47 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 685 | -28,27 | 430 | -26,54 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 3.587 | 57,74 | 2 | 100,00 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 753.577 | 0,69 | 472.591 | 3,12 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 719 | 9,44 | 430 | 4,13 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 87.882 | 2,65 | 55.113 | 5,13 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 6.130 | 3.844 | ||||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 626 | -17,63 | 393 | -15,70 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 6.000 | -4,35 | 3.586 | -8,87 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 1.746 | 4,11 | 1.043 | -0,76 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 3.275 | 19,48 | 2.054 | 21,98 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 3.082 | 18,86 | 1.843 | 13,28 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 15.722 | 2,58 | 9.395 | -2,26 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 3.348 | 0,75 | 2.001 | -4,03 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1 | 1 | ||||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 18.670 | 2,35 | 11.156 | 8,48 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 1.115 | 3,34 | 667 | -1,48 | ||||
| 2026-04-27 | 13F | Kedalion Capital Management LLP | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Zurich Insurance Group Ltd/FI | 41.113 | -16,81 | 25.847 | -14,61 | ||||
| 2026-02-06 | 13F | One Degree Advisors Inc | 495 | 0 | ||||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 766 | -46,06 | 480 | -44,76 | ||||
| 2026-02-18 | 13F | Alpha Capital Advisors Inc /adv | 3.671 | 2.342 | ||||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 510 | -3,41 | 305 | -8,16 | ||||
| 2026-01-30 | 13F | Taiyo Life Insurance Co | 290.100 | 0,00 | 182 | 2,26 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 1.187 | 80,67 | 709 | 72,09 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 491.976 | -1,94 | 308.542 | 0,42 | ||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 426 | 0,00 | 255 | -4,87 | ||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 10.767 | -0,37 | 6.752 | 2,04 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 8.855 | -27,76 | 5.291 | -31,16 | ||||
| 2026-02-18 | 13F | Sierra Capital LLC | 104.183 | -0,92 | 65 | 1,56 | ||||
| 2026-02-23 | 13F | IronBridge Private Wealth, LLC | 621 | 0,00 | 389 | 2,37 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 1.836 | 0,00 | 1.151 | 2,40 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3.528 | 59,42 | 2.108 | 51,98 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28.118 | 10,37 | 17.634 | 13,02 | ||||
| 2026-02-11 | 13F | Prudential Plc | 113.192 | 0,00 | 70.986 | 2,41 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 28.475 | -0,85 | 17.858 | 1,54 | ||||
| 2026-02-03 | 13F | Climber Capital SA | 26.336 | -3,27 | 16.183 | 7,19 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 185 | 0,54 | 116 | 2,68 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 2.611 | 1.560 | ||||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 15.930 | 20,24 | 9.519 | 14,55 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 21.123 | 4,33 | 13.247 | 6,85 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 16.547 | -43,79 | 10.377 | -42,44 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 54.353 | 4,45 | 34.087 | 6,97 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 1.039 | -59,59 | 621 | -61,54 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 5.654 | 2,22 | 3.379 | -2,60 | ||||
| 2025-12-02 | 13F | Allworth Financial LP | Call | 122 | ||||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 13.319 | -19,85 | 8.353 | -18,15 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 128 | 357,14 | 80 | 370,59 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 120.304 | 71.888 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 78 | 36,84 | 49 | 36,11 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 363.582 | -1,73 | 217.258 | -6,37 | ||||
| 2026-01-27 | 13F | Emissary Wealth LLC | 851 | 534 | ||||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 3.714 | 2 | ||||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 1.467 | -25,42 | 920 | -23,59 | ||||
| 2026-01-29 | 13F | Schnieders Capital Management, Llc. | 585 | 3,17 | 367 | 5,76 | ||||
| 2026-02-13 | 13F | Zuckerman Investment Group, LLC | 28.783 | 2,46 | 18.050 | 4,93 | ||||
| 2026-02-14 | 13F | Taikang Asset Management (Hong Kong) Co Ltd | 83.414 | -22,16 | 52.311 | -20,29 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 11.951 | -2,41 | 7.495 | -0,07 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 34.199 | -1,45 | 20.436 | -6,09 | ||||
| 2026-02-18 | 13F | Cim, Llc | 653 | 0,00 | 410 | 2,51 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 286 | -63,24 | 171 | -65,09 | ||||
| 2026-04-22 | 13F | Cornerstone Enterprises, Llc | 575 | -1,88 | 344 | -6,79 | ||||
| 2026-04-13 | 13F | Trust Co | 1.118 | -0,45 | 668 | -5,26 | ||||
| 2026-02-17 | 13F | Private Capital Management, LLC | 979 | -2,78 | 614 | -0,49 | ||||
| 2026-01-29 | 13F | Porter White Investment Advisors, Inc. | 1.407 | 0,57 | 883 | 2,92 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 1.413.896 | 12,17 | 886.697 | 14,87 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rinkey Investments | 1.837 | 3,20 | 1.152 | 5,69 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 406 | -12,69 | 243 | -16,84 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 620.828 | 26,52 | 389.340 | 29,57 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 2.588 | -1,03 | 1.546 | -5,73 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 686 | -2,42 | 410 | -7,05 | ||||
| 2026-04-24 | 13F | Balentine LLC | 36.415 | 0,16 | 21.760 | -4,57 | ||||
| 2026-02-11 | 13F | Twin Tree Management, LP | Call | 14.600 | -64,56 | 9.156 | -63,71 | |||
| 2026-02-11 | 13F | Twin Tree Management, LP | 2.086 | -70,23 | 1.308 | -69,51 | ||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 3.229 | -0,43 | 2.025 | 1,96 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 1.399 | 877 | ||||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 2.137 | 23,10 | 1.277 | 17,37 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 55.702 | 71,09 | 34.932 | 75,21 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3.221 | 0,00 | 1.925 | -4,71 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 121.611 | -18,67 | 72.669 | -22,50 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 2.509 | -13,21 | 1.499 | -17,37 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 38.952 | 1,21 | 23.276 | -3,57 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 11.141 | -0,89 | 6.657 | -5,56 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 9.739 | 9,62 | 6.108 | 12,26 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 52.126 | -15,14 | 31.148 | -19,15 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 132.968 | 41,00 | 83.388 | 44,39 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 46.006 | 11,16 | 28.173 | 19,84 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 14.835 | -1,03 | 8.865 | -5,70 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 1.339.289 | -1,15 | 839.909 | 1,23 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 749 | 477 | ||||||
| 2025-11-10 | 13F | Tredje AP-fonden | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Samlyn Capital, Llc | 411 | -0,48 | 258 | 1,98 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 9.408 | 5.622 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | Put | 4.578 | -99,37 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 1.170.336 | 733.953 | ||||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 1.078 | 0,28 | 676 | 2,74 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 1.264 | 0,00 | 793 | 2,33 | ||||
| 2026-02-02 | 13F | Equitable Trust Co | 323.425 | 2,94 | 202.830 | 5,42 | ||||
| 2026-02-09 | 13F | Legal & General Group Plc | 430 | 270 | ||||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 884 | -3,49 | 528 | -8,19 | ||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 18.091 | 6,19 | 11.346 | 8,75 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 255.244 | 11,97 | 152.521 | 6,69 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 4.553 | 2.721 | ||||||
| 2026-04-06 | 13F | Karras Company, Inc. | 414 | 27,38 | 248 | 21,08 | ||||
| 2026-02-11 | 13F | Pfc Capital Group, Inc. | 11.159 | 10,99 | 7 | 0,00 | ||||
| 2026-04-02 | 13F | Ahara Advisors LLC | 454 | 285 | ||||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 356 | 5,95 | 225 | 6,67 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 2.189 | -0,14 | 1.308 | -4,80 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 7.102 | 7,62 | 4.244 | 2,54 | ||||
| 2026-04-30 | 13F | Rockline Wealth Management, LLC | 690 | 83,02 | 412 | 74,58 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 619 | 1,64 | 370 | -3,15 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 7.260 | -1,40 | 4.553 | 1,00 | ||||
| 2026-02-13 | 13F | Tudor Financial Inc. | 15.096 | -3,44 | 9.467 | -1,11 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 6.246 | -8,47 | 4.107 | -4,04 | ||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 451 | 269 | ||||||
| 2026-04-10 | 13F | MKT Advisors LLC | 37.872 | -1,04 | 22.952 | -5,17 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 565 | 0,36 | 337 | -4,26 | ||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 18.309 | 4,02 | 11.482 | 6,53 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 6.189 | -3,19 | 3.698 | -7,76 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 3.750 | 3,36 | 2.241 | -1,49 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 576 | 1,23 | 344 | -3,65 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 196 | -75,68 | 117 | -76,83 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 96.484 | 0,92 | 60.508 | 3,35 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 907 | -8,57 | 542 | -12,72 | ||||
| 2026-02-12 | 13F | Douglass Winthrop Advisors, LLC | 10.588 | 42,68 | 6.640 | 46,10 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 244.107 | 4,72 | 145.866 | -0,22 | ||||
| 2026-02-06 | 13F | Globe Life Inc. | 549.183 | -2,66 | 344.409 | -0,31 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 460 | 0,00 | 275 | -4,86 | ||||
| 2026-01-30 | 13F | DMKC Advisory Services, LLC | 17.249 | 2,99 | 10.818 | 5,47 | ||||
| 2026-02-13 | 13F | Satovsky Asset Management Llc | 392 | 0,51 | 246 | 2,51 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 44.625 | 351,44 | 27.986 | 362,33 | ||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 252 | -72,70 | 158 | -72,04 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 59.139 | 4,92 | 37.088 | 7,44 | ||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 944 | 0,43 | 592 | 2,60 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 29.347.563 | 3,60 | 18.404.737 | 6,09 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 660 | 394 | ||||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 11.031 | -0,35 | 6.918 | 2,05 | ||||
| 2026-02-06 | 13F | Resolute Wealth Strategies, LLC | 3.268 | 13,24 | 2.050 | 15,96 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 256 | 0,00 | 157 | 7,59 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 10.636 | 8,31 | 6.670 | 10,93 | ||||
| 2026-01-14 | 13F | Alliance Wealth Advisors, LLC | 798 | 0,00 | 500 | 2,46 | ||||
| 2026-02-05 | 13F | Wakefield Asset Management LLLP | 4.272 | -4,90 | 2.679 | -2,62 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 18.465 | 2,14 | 11.580 | 4,52 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 2.651 | -1,49 | 1.584 | -6,11 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 16.728 | 0,46 | 10.491 | 2,88 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 612 | -1,13 | 365 | -5,68 | ||||
| 2026-02-03 | 13F | Vectors Research Management, LLC | 8.893 | 17,62 | 5.577 | 20,43 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 506 | 0,00 | 302 | -4,73 | ||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 81.093 | 10,94 | 50.856 | 13,61 | ||||
| 2026-04-22 | 13F | Patton Fund Management, Inc. | 530 | 0,00 | 317 | -4,82 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 2.309 | -55,29 | 1 | -66,67 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 710 | -33,02 | 424 | -36,14 | ||||
| 2026-01-22 | 13F | Northcape Wealth Management, Llc | 990 | 0,00 | 621 | 2,31 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 489.170 | 4,39 | 306.773 | 6,91 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 12.240 | -32,11 | 7.676 | -30,67 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 1.322 | -4,62 | 790 | -9,21 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 501 | -9,89 | 300 | -14,08 | ||||
| 2026-02-13 | 13F/A | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 549 | 344 | ||||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 17.719 | 2,60 | 10.588 | -2,23 | ||||
| 2026-02-09 | 13F | Alta Advisers Ltd | 14.790 | 0,00 | 9.275 | 2,41 | ||||
| 2026-02-05 | 13F | Granite Bay Wealth Management, LLC | 677 | 3,20 | 425 | 5,74 | ||||
| 2026-01-27 | 13F | Liquid Strategies, LLC | 471.333 | -11,63 | 295.587 | -9,50 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 1.824 | 0,33 | 1.090 | -4,39 | ||||
| 2026-02-17 | 13F | Df Dent & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 5.869 | 1,57 | 3.507 | -3,20 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 5.601 | 1,93 | 3.347 | -2,87 | ||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 1.496 | -48,24 | 938 | -46,98 | ||||
| 2026-02-13 | 13F | Wright Wealth Llc | 9.340 | 5.857 | ||||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 11.974 | 7.155 | ||||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 3.597 | 19,86 | 2.149 | 14,19 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 180.596 | 14,20 | 113.257 | 16,95 | ||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 728 | 9,97 | 457 | 12,59 | ||||
| 2026-02-17 | 13F | Westwood Holdings Group Inc | 2.040 | 4,72 | 1.279 | 7,21 | ||||
| 2026-02-11 | 13F | CSM Advisors, LLC | 19.669 | -5,52 | 12 | 0,00 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 1.057 | -39,91 | 631 | -42,74 | ||||
| 2026-02-06 | 13F | Plan A Wealth LLC | 1.103 | 3,96 | 692 | 6,47 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 21.372 | -4,88 | 13.403 | -2,59 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 5.605 | 13,23 | 3.515 | 15,74 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 76.206 | 1,38 | 45.537 | -3,40 | ||||
| 2026-02-17 | 13F | Nissay Asset Management Corp /japan/ /adv | 236.572 | 0,00 | 148.354 | 2,40 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 36.529 | 0,00 | 22.908 | 0,00 | ||||
| 2026-04-24 | 13F | North Point Portfolio Managers Corp/oh | 7.225 | 493,19 | 4.317 | 465,79 | ||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 685 | 0,29 | 430 | 2,63 | ||||
| 2026-02-10 | 13F | JTC Employer Solutions Trusteee Ltd | 8.055 | 0,00 | 5 | 25,00 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 923 | -3,25 | 579 | -0,86 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 3.203 | 29,94 | 1.914 | 23,88 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 3.400 | 0,00 | 2.032 | -4,74 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 4.942 | -1,30 | 2.953 | -5,96 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 3.167 | -47,47 | 1.986 | -46,22 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 1.031 | -2,92 | 616 | -7,51 | ||||
| 2026-04-21 | 13F | Yoffe Investment Management, LLC | 1.366 | 0,00 | 816 | -4,67 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 47.224 | -97,77 | 29.615 | -95,05 | ||||
| 2026-02-12 | 13F | Peterson Wealth Services | 2.473 | 1.731,85 | 1.551 | 11,83 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 38.292 | 6,90 | 24.014 | 9,47 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 3.464 | -19,08 | 2.070 | -22,91 | ||||
| 2026-04-27 | 13F | Rareview Capital LLC | 46.294 | 6,18 | 26.296 | 6,18 | ||||
| 2026-02-17 | 13F | Toronto Dominion Bank | 32.705 | 1,06 | 20.493 | 3,76 | ||||
| 2025-11-13 | 13F | Benchmark Investment Advisors LLC | 2.446 | 0,20 | 1.498 | 19,46 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 12.589 | -2,23 | 7.523 | -6,84 | ||||
| 2026-02-04 | 13F | Urban Financial Advisory Corp | 3.139 | 177,54 | 1.969 | 184,39 | ||||
| 2026-01-23 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 372 | 0,27 | 233 | 2,64 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 568 | 1,07 | 339 | -3,69 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 687 | -1,72 | 411 | -6,39 | ||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 336 | 0,00 | 201 | -4,76 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 24.244 | 110,87 | 14 | 100,00 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 1.043 | 27,20 | 623 | 21,21 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 150 | 0,00 | 90 | -5,32 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 8.010 | 89,05 | 4.786 | 80,13 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 3.236 | 469,72 | 1.934 | 442,98 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 14.423 | 1,50 | 9.045 | 3,95 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 38.939 | 0,67 | 24.420 | 3,09 | ||||
| 2026-04-30 | 13F | Kornitzer Capital Management Inc /ks | 6.769 | 2,28 | 4.045 | -2,55 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 5.180 | -4,15 | 3.096 | -8,65 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 999 | 0,00 | 627 | 0,00 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 21.407 | -62,82 | 12.792 | -4,44 | ||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 381 | 239 | ||||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Ewa, Llc | 6.723 | 2,74 | 4.017 | -2,10 | ||||
| 2026-02-13 | 13F | Potentia Wealth | 901 | -0,55 | 565 | 1,99 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 3.147 | -0,03 | 1.880 | -4,76 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 363.127 | 0,95 | 227.728 | 3,38 | ||||
| 2026-02-23 | 13F | Continental Investors Services, Inc. | 353 | -0,28 | 225 | 3,70 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 3.252 | 0,00 | 2.039 | 2,41 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 729 | 457 | ||||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 439 | 0,00 | 275 | 2,61 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 6.663 | 3,30 | 3.982 | -1,58 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 35.253 | 2,90 | 22.108 | 5,38 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 10.273 | -8,53 | 6.442 | -6,34 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 54.997 | 5,91 | 32.863 | 0,92 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 3.102 | 5,69 | 1.946 | 8,24 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 2.099 | 1,35 | 1.254 | -3,39 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 347 | 0,00 | 207 | -4,61 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 13.098 | -28,81 | 7.827 | -32,17 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 444.151 | 15,96 | 267.512 | 11,37 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 223.899 | 2,26 | 133.791 | -2,57 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 1.315 | -3,59 | 825 | -1,32 | ||||
| 2026-02-17 | 13F | Mittelman Wealth Management | 18.380 | -5,11 | 11.527 | -2,82 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 81.617 | -0,13 | 53.177 | 3,14 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 2.655 | 0,30 | 1.587 | -4,40 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 19.888 | 13,37 | 12.473 | 16,11 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 3.587 | -0,80 | 2.250 | 1,58 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 13.319 | 2,13 | 7.959 | -2,69 | ||||
| 2026-02-17 | 13F | Ducere Wealth Management LLC | 10.884 | 6.826 | ||||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 51 | -5,56 | 32 | -3,12 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 310.808 | 30,96 | 194.917 | 34,11 | ||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 401 | 21,15 | 251 | 24,26 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 2.082 | -5,06 | 1.306 | -2,76 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 10.102 | 2,01 | 6.037 | -2,80 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 11.582 | -5,25 | 7.263 | -2,97 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 102.195 | -2,14 | 64.090 | 0,22 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 19.585 | 0,00 | 11.703 | -4,71 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 180.170 | 14,63 | 112.989 | 17,39 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 9.482 | 21,75 | 5.946 | 24,34 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 524 | -4,73 | 313 | -9,01 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 1.591 | 0,13 | 951 | -4,62 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 196.976 | 1,60 | 117.703 | -3,19 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | L2 Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 10.851 | -0,98 | 6.484 | -5,65 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 66.071 | 69,43 | 39.481 | 61,45 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 8.564 | -4,86 | 5.371 | -2,56 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 24.030 | -19,09 | 14.359 | -22,90 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 10.255 | -4,19 | 6.128 | -8,73 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 963 | 27,04 | 604 | 29,96 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 2.261 | -0,35 | 1.351 | -4,99 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 11.055 | -0,51 | 6.933 | 1,88 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | MPS Loria Financial Planners, LLC | 819 | 0,49 | 514 | 2,81 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 748 | 447 | ||||||
| 2026-04-21 | 13F | PDS Planning, Inc | 10.605 | 3,89 | 6.337 | -1,00 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 17.715 | 5,18 | 10.586 | 0,22 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 66.339 | 9,01 | 41.601 | 11,64 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 523 | -49,81 | 313 | -52,22 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 143.098 | 2,50 | 87.630 | 10,50 | ||||
| 2026-02-12 | 13F | Akuna Securities Llc | 429 | 269 | ||||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 752 | 3,87 | 449 | -1,10 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 31.149 | -6,59 | 19.925 | -4,71 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 399 | 0,00 | 239 | -4,42 | ||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 8.150 | 2,96 | 4.870 | -1,89 | ||||
| 2026-02-11 | 13F | Prime Buchholz LLC | 3.818 | -28,02 | 2.395 | -26,27 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 14.596 | 5,33 | 8.722 | 0,37 | ||||
| 2026-04-20 | 13F | Kearns & Associates LLC | 90.698 | -0,26 | 54.197 | -4,97 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 20.308 | 64,54 | 12.135 | 56,78 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 47.219 | 0,07 | 28.216 | -4,65 | ||||
| 2026-02-13 | 13F | Bridgewater Associates, LP | 36.510 | 1.621,36 | 22.897 | 1.663,94 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 2.888 | -9,81 | 1.726 | -14,09 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 7.169 | 3,60 | 4.284 | -1,29 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 36.953 | 7,70 | 22.081 | 2,62 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 12.235 | -12,71 | 7.673 | -0,72 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 5.118 | 23,09 | 3.209 | 26,04 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 24.104 | 0,97 | 15.116 | 3,40 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 1.202 | 8,29 | 718 | 3,16 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 55.038 | 117,56 | 32.888 | 107,29 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 1.204 | -0,82 | 1 | |||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 319 | 2,57 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 92.808 | 3,33 | 58.203 | 5,51 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 12.509 | -2,08 | 7.475 | -6,69 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 470 | -2,08 | 281 | -6,98 | ||||
| 2026-02-03 | 13F | Kingstone Capital Partners Texas, LLC | 690 | 0,58 | 433 | 3,10 | ||||
| 2026-02-17 | 13F | Eagle Capital Management Llc | 5.875 | 3.684 | ||||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 11.958 | -5,69 | 7.499 | -5,68 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 2.505 | 83,38 | 1.497 | 74,77 | ||||
| 2026-02-17 | 13F | Css Llc/il | 31.650 | 13,08 | 19.849 | 15,80 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Texas Bank & Trust Co | 1.200 | 0,00 | 753 | 2,45 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 5.008 | 12,24 | 2.993 | 6,93 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 139.259 | 7,89 | 83.214 | 2,80 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2.071 | -4,21 | 1.238 | -9,44 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 6.558 | 23,39 | 3.919 | 17,55 | ||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 99.667 | 3,21 | 59.556 | -1,66 | ||||
| 2026-04-28 | 13F | Dean, Jacobson Financial Services, LLC | 336 | 4,35 | 201 | -0,50 | ||||
| 2026-02-13 | 13F | Canerector Inc | 45.150 | 0,00 | 28.315 | 2,41 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 9.255 | 18,76 | 5.784 | 16,28 | ||||
| 2026-02-09 | 13F | TRB Advisors LP | 325.000 | -31,58 | 203.817 | -29,93 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 1.001 | -81,04 | 628 | -80,60 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 648 | -40,44 | 387 | -43,26 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 6.934 | 3,28 | 4.143 | -1,59 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 57.653 | -0,02 | 36.156 | 2,38 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 15.183 | -0,56 | 9.521 | 1,84 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 40.461 | 6,00 | 25.374 | 8,56 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 11.706 | 8,09 | 7.341 | 10,68 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 16.776 | 4,89 | 10.024 | -0,06 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 5.473 | 8,44 | 3.432 | 10,75 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 413 | -27,42 | 247 | -30,62 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 305.843 | -3,01 | 182.756 | -7,59 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 11.595 | 7.271 | ||||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 27.724 | 6,42 | 16.566 | 1,40 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 541.356 | 0,65 | 339.501 | 3,07 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 5.129 | 31,75 | 3.216 | 34,90 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 3.872 | -4,30 | 2.332 | -8,08 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 7.120 | -0,48 | 4.254 | -5,17 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 139.742 | -2,08 | 83.503 | -6,69 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 22.242 | 0,84 | 13.291 | -1,60 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 22.713 | 8,08 | 13.572 | 2,97 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 11.166 | 0,77 | 6.672 | -3,97 | ||||
| 2026-02-12 | 13F | Marex Group plc | 80.351 | 70,44 | 50.391 | 74,54 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 21.357 | -0,96 | 12.762 | -5,63 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 8.886 | 0,30 | 5.310 | -4,43 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 94.347 | 73,52 | 59.160 | 77,01 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 173.663 | 5,04 | 108.909 | 7,57 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 399 | 0,00 | 238 | -4,80 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 2.110 | 1,20 | 1.323 | 3,68 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 3.775 | -1,38 | 2.367 | 0,98 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 11.015 | -10,26 | 6.634 | -13,81 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 3.750 | 16,68 | 2.241 | 11,22 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 1.221 | 33,30 | 766 | 36,12 | ||||
| 2026-02-12 | 13F | Sumitomo Mitsui Financial Group, Inc. | 17.299 | 3,53 | 10.848 | 6,03 | ||||
| 2026-02-17 | 13F | Valley Financial Group, Inc. | 1.101 | -55,35 | 690 | -54,30 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5.126 | 88,11 | 3.063 | 79,33 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 575 | -51,80 | 343 | -54,14 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 593 | -5,12 | 354 | -9,46 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 2 | 0,00 | 1 | 0,00 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 1.079 | 53,27 | 645 | 46,03 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | ARGI Investment Services, LLC | 652.230 | 409.033 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 25.488 | 6,19 | 15.985 | 8,44 | ||||
| 2026-02-17 | 13F | Marin Bay Wealth Advisors, LLC | 355 | 222 | ||||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 523 | -4,39 | 330 | -5,19 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 13.506 | 1,39 | 8.470 | 3,84 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 70.480 | -30,73 | 42.115 | -33,99 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 15.920 | -72,93 | 9.513 | -74,20 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 767 | 100,26 | 459 | 91,25 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 469.568 | 4,13 | 294.480 | 6,64 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 21.722 | -17,03 | 13.623 | -15,03 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 12.127 | -0,44 | 7.247 | -5,14 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 5.036 | 6,31 | 3.010 | 1,31 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 7.980 | 161,47 | 4.768 | 149,11 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 1.799 | 0,00 | 1.075 | -4,79 | ||||
| 2026-02-12 | 13F | Glaxis Capital Management, LLC | 4.265 | 0,57 | 2.675 | 2,96 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 701.604 | 1,08 | 439.997 | 3,51 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 29.037 | -4,65 | 17.351 | -9,14 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 24.568.372 | -3,46 | 15.407.564 | -1,14 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 393 | -84,64 | 246 | -84,30 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 250.781 | 1,79 | 149.854 | -3,01 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 1.360 | -0,07 | 812 | -6,56 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 1.831 | -61,40 | 1.094 | -63,21 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 104.318 | -6,81 | 62.335 | -11,21 | ||||
| 2026-04-10 | 13F | Novem Group | 4.822 | 8,85 | 2.882 | 3,75 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 66.391 | 2,01 | 41.636 | 4,47 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 30.873 | 6,98 | 19.362 | 9,56 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 1.254 | 0,00 | 749 | -4,71 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 278 | -80,11 | 174 | -79,67 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 34.345 | 21.539 | ||||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 8.421 | 10,11 | 5.281 | 12,77 | ||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 503 | 5,67 | 316 | 16,24 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 57.405 | 5,52 | 34.302 | 0,54 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Willis Investment Counsel | 797 | 3,91 | 500 | 6,40 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 2.994 | 4,03 | 1.790 | -0,89 | ||||
| 2026-02-06 | 13F | Intrust Bank Na | 310.766 | -2,03 | 194.891 | 0,33 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.727 | 1,23 | 1.032 | -3,55 | ||||
| 2025-10-30 | 13F | WFA Asset Management Corp | 277 | 2,97 | 146 | 8,96 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 19.779 | 12.404 | ||||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 80.142 | 13,86 | 47.889 | 8,49 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 3.293 | -9,58 | 1.968 | -13,88 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 19.151 | 32,68 | 12.010 | 35,49 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 542 | 337 | ||||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 85.121 | 1,38 | 50.864 | -3,40 | ||||
| 2026-02-12 | 13F | Sandhill Capital Partners LLC | 4.056 | 59,12 | 2.544 | 63,01 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 12.465 | -16,17 | 7.817 | -14,15 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 212 | 211,76 | 133 | 232,50 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 4.117 | 17,36 | 2.582 | 20,16 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 57.749 | 0,87 | 36.221 | 3,32 | ||||
| 2026-01-30 | 13F | Oakwell Private Wealth Management, LLC | 2.060 | -4,89 | 1.292 | -2,64 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 3.689 | 0,22 | 2.314 | 2,62 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 1.816 | 0,06 | 1.085 | -4,66 | ||||
| 2026-02-12 | 13F | Azimuth Capital Investment Management LLC | 6.566 | 312,44 | 4.118 | 322,69 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 732 | 2,95 | 437 | -1,80 | ||||
| 2026-02-13 | 13F | Banque Transatlantique SA | 365 | 0,00 | 229 | 2,69 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 25.409 | -2,08 | 15.183 | -6,70 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 5.761 | 0,12 | 3.443 | -4,60 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 7.534 | -47,44 | 4.502 | -49,93 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 46.793 | -2,37 | 27.961 | -6,98 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 27.460 | 89,85 | 17.221 | 94,42 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 673 | 0,00 | 402 | -4,74 | ||||
| 2026-01-27 | 13F | Pavion Blue Capital, LLC | 1.441 | -0,69 | 904 | 1,69 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 12.367 | 0,95 | 7.390 | -3,81 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 1.722 | 2,32 | 1.080 | 4,76 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 969 | 0,00 | 579 | -4,61 | ||||
| 2026-02-12 | 13F | Burkett Asset Management Ltd | 13.320 | 8.353 | ||||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 667 | 0,00 | 418 | 2,45 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 2.008 | -6,52 | 1.200 | -10,99 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 2.591 | -60,19 | 1.548 | -62,08 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 68.200 | 11,64 | 40.753 | 6,37 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 1.432 | 0,00 | 856 | -4,79 | ||||
| 2026-02-17 | 13F | Signal Tree Financial Partners Llc | 39.886 | 0,87 | 25.014 | 2,93 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 3.156.386 | -2,38 | 1.979.465 | -0,03 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 8.831 | 9,46 | 5.538 | 12,11 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 5.579 | -0,32 | 3.334 | -5,04 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 793 | 474 | ||||||
| 2026-04-03 | 13F | Coastline Trust Co | 10.992 | -2,87 | 6.568 | -7,45 | ||||
| 2026-01-23 | 13F | Axos Invest Inc. | 41.052 | 133,40 | 25.745 | 139,04 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 996 | -3,39 | 595 | -7,89 | ||||
| 2026-04-28 | 13F | Grange Capital, LLC | 2.328 | -3,68 | 1.391 | -8,25 | ||||
| 2026-02-17 | 13F | Credit Agricole S A | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 91.816 | 1,24 | 54.865 | -3,53 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 1.829 | 1,33 | 1.093 | -3,53 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 83.341 | -55,08 | 52.266 | -53,99 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 360 | 226 | ||||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 4.145 | 5,71 | 2.599 | 8,25 | ||||
| 2026-04-21 | 13F | Creekside Partners | 2.184 | -1,67 | 1.305 | -6,25 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 39.507 | 24.776 | ||||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 1.314 | 0,00 | 824 | 2,49 | ||||
| 2026-01-21 | 13F | Provident Living Financial Services, Inc. | 715 | 448 | ||||||
| 2026-02-11 | 13F | Disciplina Capital Management LLC | 22.069 | 0,00 | 13.840 | 2,41 | ||||
| 2026-02-17 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 2.813 | 38,16 | 1.681 | 31,64 | ||||
| 2026-01-22 | 13F | Amtrust Financial Services, Inc. | 196.400 | 0,00 | 123.168 | 2,41 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 65.613 | -5,02 | 39.207 | -9,49 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 3.274 | 25,97 | 1.956 | 20,07 | ||||
| 2026-02-05 | 13F | Arrow Financial Corp | 197.217 | -7,12 | 123.681 | -4,89 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 64 | 1,59 | 38 | -5,13 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 4.879 | 3.060 | ||||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 4.486 | -3,96 | 2.681 | -8,50 | ||||
| 2026-02-17 | 13F | Jain Global LLC | 5.000 | -96,95 | 3.136 | -96,88 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 617 | -0,96 | 387 | 1,31 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 8.490 | 1,69 | 5.073 | -3,09 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 222.141 | -0,91 | 139.311 | 1,48 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 978 | 23,17 | 584 | 17,51 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 89.882 | -1,63 | 53.709 | -6,27 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 455 | 272 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 32.999 | -0,08 | 19.719 | -4,80 | ||||
| 2026-01-23 | 13F | Factory Mutual Insurance Co | 112.887 | -36,63 | 70.795 | -35,10 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 810 | 4,25 | 484 | -0,82 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 48.406 | -0,15 | 30.413 | 2,45 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 1.469 | 0,48 | 878 | -4,26 | ||||
| 2026-02-10 | 13F | Wrenne Financial Planning LLC | 678 | -4,51 | 425 | -2,07 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 7.850 | -13,28 | 4.923 | -11,19 | ||||
| 2026-02-06 | 13F | Fort Vancouver Investment Management, LLC | 37.544 | 3,37 | 23.545 | 5,86 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 90 | 80,00 | 54 | 70,97 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 67.345 | -2,74 | 42.234 | -0,40 | ||||
| 2026-02-11 | 13F | New York Life Insurance Co | 372.170 | 0,00 | 233.399 | 2,41 | ||||
| 2026-02-11 | 13F | Mcmorgan & Co Llc | 5.615 | -1,94 | 3.522 | 0,43 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 1.286 | 6,99 | 806 | 9,21 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 198 | 0,00 | 119 | -4,84 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 13.008 | 7,11 | 8.553 | 12,29 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 2.778 | 0,00 | 1.466 | 0,00 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 7.182 | -4,46 | 4.292 | -9,13 | ||||
| 2026-02-17 | 13F | Vines Capital Management, LLC | 5.938 | 3.724 | ||||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Triumph Capital Management | 1.975 | 82,53 | 1.239 | 87,01 | ||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 32.954 | 6,16 | 20.666 | 8,72 | ||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 1.743 | -9,50 | 1.093 | -7,29 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 82.977 | -0,06 | 52.037 | 2,35 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 565 | 3,29 | 338 | -1,46 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 139 | 87 | ||||||
| 2026-02-09 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 375 | -11,35 | 235 | -9,27 | ||||
| 2026-01-29 | 13F | Comerica Bank | 159.051 | 0,67 | 99.746 | 3,09 | ||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 5.790 | 0,24 | 3.631 | 2,66 | ||||
| 2026-01-22 | 13F | Washburn Capital Management, Inc. | 3.974 | 7,00 | 2.492 | 9,59 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 253.536 | 2,68 | 159.000 | 5,15 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 17.473 | 4,34 | 10.958 | 6,86 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 18.332 | 9,48 | 10.955 | 4,32 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 19.833 | -0,96 | 11.851 | -5,63 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 3.281 | -0,46 | 1.961 | -5,18 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 1.255 | -9,78 | 787 | -7,64 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 2.472 | -0,12 | 1.477 | -4,90 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 868 | 0,35 | 554 | 2,03 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 10.140 | 11,39 | 6.059 | 6,15 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 1.055.011 | -4,76 | 662 | -2,51 | ||||
| 2026-03-02 | 13F | Cfo Capital Management Llc | 4.170 | 2.615 | ||||||
| 2026-04-15 | 13F | Snider Financial Group | 1.475 | -14,89 | 881 | -18,88 | ||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 580 | 6,03 | 347 | 0,87 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 11.958 | 10,28 | 7.146 | 5,09 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 5.464 | -0,27 | 3.265 | -4,98 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 3.944 | 39,36 | 2.357 | 32,81 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 2.034 | 0,69 | 1.215 | -4,03 | ||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 4.721 | 2,19 | 2.960 | 4,63 | ||||
| 2026-01-21 | 13F | Culbertson A N & Co Inc | 3.846 | -4,97 | 2.412 | -2,70 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 1.406.636 | -6,78 | 882.144 | -4,53 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 380 | 0,80 | 238 | 3,48 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 513.016 | 1,24 | 317.495 | 2,09 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | Put | 2.100 | 0,00 | 1.317 | 2,41 | |||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 44.953 | 49,55 | 28.398 | 54,85 | ||||
| 2026-02-03 | 13F | Hemenway Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 90 | 56 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 6.963 | 4,69 | 4.161 | -0,24 | ||||
| 2026-02-09 | 13F | Marshall Investment Management, Llc | 2.289 | -2,22 | 1.436 | 0,07 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 1.771 | 2,91 | 1.111 | 5,41 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 74.348 | -0,39 | 44.427 | -5,09 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 334 | 0,60 | 209 | 2,96 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 57.921 | 10,03 | 34.611 | 4,84 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 44.528 | 26.608 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.662.135 | 6,31 | 1.666.428 | 8,50 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 137.067 | 12,14 | 85.959 | 14,85 | ||||
| 2025-11-21 | 13F/A | CIBC Bancorp USA Inc. | 2.508 | 1.536 | ||||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 10.271 | 4,38 | 6.138 | -0,53 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 4.786 | -3,49 | 2.860 | -8,04 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 921 | 15,70 | 550 | 10,44 | ||||
| 2025-11-05 | 13F | Sensible Financial Planning & Management, LLC. | 45.017 | 5,33 | 27.567 | 13,55 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 674 | 423 | ||||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 13.971 | -17,65 | 8.894 | -16,14 | ||||
| 2026-02-17 | 13F | Ehrenkranz Partners L.P. | 10.358 | 0,22 | 6.496 | 2,35 | ||||
| 2026-04-24 | 13F | Greater Midwest Financial Group, LLC | 439 | -10,41 | 262 | -14,66 | ||||
| 2026-02-06 | 13F | Transce3nd, LLC | 114 | 0,00 | 73 | |||||
| 2026-02-13 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 407 | -2,40 | 255 | 0,00 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 9.227 | -0,97 | 5.513 | -5,65 | ||||
| 2026-01-28 | 13F | Meadow Creek Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 607 | -10,21 | 363 | -14,42 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 53.949 | 11,86 | 32.237 | 6,59 | ||||
| 2026-04-15 | 13F | City Holding Co | 744 | 4,20 | 445 | -0,67 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 63.771 | 5,24 | 38.107 | 0,28 | ||||
| 2026-02-17 | 13F | Steffes Financial, Ltd. | 70.746 | 44.367 | ||||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 16.707 | 0,52 | 9.983 | -4,22 | ||||
| 2026-02-13 | 13F | Battery Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 102.794 | -4,43 | 64.465 | -2,13 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Martel Wealth Advisors Inc | 3.112 | -1,49 | 1.952 | 0,88 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 3.633 | 42,98 | 2.171 | 36,28 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 730 | 2,53 | 436 | -2,47 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 1.221 | 1,50 | 730 | -3,32 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 186 | 186,15 | 116 | 197,44 | ||||
| 2025-11-13 | 13F | K2 Principal Fund, L.p. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 258.455 | 0,28 | 162.085 | 2,70 | ||||
| 2026-02-17 | 13F | PACK Private Wealth, LLC | 4.859 | 0,00 | 3.047 | 2,42 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 180.661 | 7,00 | 113.298 | 9,58 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 263 | 165 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 1.209 | 4,31 | 722 | -0,55 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 1.640 | 0,00 | 1.029 | 2,39 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 1.555 | 1,24 | 929 | -3,53 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 39.452 | 0,00 | 25 | 0,00 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 48.992 | -25,93 | 30.725 | -24,14 | ||||
| 2026-04-15 | 13F | Professional Advisory Services Inc | 2.928 | 0,83 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 13.350 | 4,82 | 7.977 | -0,13 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 15.840 | -13,27 | 9.934 | -11,18 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 4.963 | 8,91 | 3.112 | 11,54 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 145.769 | 3,99 | 87.104 | -0,91 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 5.694 | 29,82 | 3.554 | 32,28 | ||||
| 2026-02-12 | 13F | First Financial Bankshares Inc | 78.126 | 507,75 | 48.995 | 522,40 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 3.463 | 0,00 | 2.172 | 2,41 | ||||
| 2026-02-12 | 13F | Woodley Farra Manion Portfolio Management Inc | 1.659 | 6,35 | 1.041 | 8,56 | ||||
| 2026-04-07 | 13F | Eastern Bank | 15.396 | -6,06 | 9.200 | -10,50 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 399.194 | -6,09 | 250.347 | -3,83 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 66.644 | 18,81 | 41.794 | 21,67 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 6.740 | -0,96 | 4.227 | 1,42 | ||||
| 2026-01-23 | 13F | Power Alpha Investment Ltd | 95.800 | 60.079 | ||||||
| 2026-02-09 | 13F | Firestone Capital Management | 1.282 | 0,31 | 804 | 2,69 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 2.074 | 0,19 | 1.300 | 2,60 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 5.521 | 2,01 | 3.298 | -0,51 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 19.953 | -2,86 | 11.923 | -7,44 | ||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 461 | -16,33 | 275 | -20,29 | ||||
| 2026-01-16 | 13F | Omnia Family Wealth, LLC | 14.874 | -11,07 | 9.328 | -9,19 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 347 | 0,29 | 208 | -4,61 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 10.981 | -6,75 | 6.562 | -11,15 | ||||
| 2026-04-30 | 13F | Red Cedar Investment Management, Llc | 16.900 | 0,00 | 10.099 | -4,72 | ||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 485.490 | -2,52 | 304.466 | -0,17 | ||||
| 2026-02-13 | 13F | Parker Investment Management, LLC | 9.167 | -12,74 | 5.749 | -10,63 | ||||
| 2026-02-05 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 62.197 | 39.006 | ||||||
| 2026-02-04 | 13F | Fusion Capital, LLC | 503 | 6,34 | 316 | 6,42 | ||||
| 2026-02-17 | 13F | Carret Asset Management, Llc | 780 | 15,73 | 489 | 18,69 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 407 | 0,00 | 243 | -4,71 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 6.654 | 8,42 | 3.976 | 3,33 | ||||
| 2026-02-13 | 13F | Nan Shan Life Insurance Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | TFC Financial Management | 3.144 | 1,68 | 1.878 | -3,15 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 16.272 | 5,20 | 9.723 | 0,24 | ||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 56.525 | -0,72 | 35.448 | 1,70 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 3.334 | 10,51 | 2.091 | 13,16 | ||||
| 2026-02-02 | 13F | Souders Financial Advisors | 92.612 | -0,84 | 58.080 | 1,55 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Circle Wealth Management, LLC | 270.210 | 87,59 | 169.457 | 92,11 | ||||
| 2026-02-12 | 13F | Cowa, Llc | 394 | 247 | ||||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Zacks Investment Management | 6.465 | 16,47 | 4.054 | 19,24 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 821 | 0,00 | 491 | -4,67 | ||||
| 2026-01-12 | 13F | GenWealth Group, Inc. | 60.137 | 5,95 | 38.260 | 10,07 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 11.493 | -3,82 | 7.207 | -1,50 | ||||
| 2026-04-07 | 13F | Oasis Advisors, LLC | 763 | 479 | ||||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 3.572 | -95,39 | 2.240 | -95,28 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 61.006 | 6,23 | 38 | 8,57 | ||||
| 2026-01-21 | 13F | V2 Financial group LLC | 3.572 | 49,58 | 2.240 | 53,15 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.561.259 | -0,39 | 979.148 | 2,01 | ||||
| 2026-02-13 | 13F | Kirtland Hills Capital Management, Llc | 5.441 | 4,70 | 3.413 | 7,23 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 15.170 | 0,00 | 9.514 | 2,41 | ||||
| 2026-01-28 | 13F | Lebenthal Global Advisors, LLC | 536 | -8,69 | 336 | -6,41 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 955 | -19,41 | 571 | -23,28 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 8.096 | -64,68 | 4.838 | -66,35 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 17.987 | 1,40 | 10.748 | -3,38 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 3.198 | 2.005 | ||||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 17.176 | 12,73 | 10.263 | 7,42 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 761 | 2,01 | 455 | -2,78 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 52.427 | -0,03 | 31.328 | -4,74 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 617 | 14,26 | 387 | 16,97 | ||||
| 2026-02-06 | 13F | Rockport Wealth LLC | 554 | 0,18 | 347 | 2,66 | ||||
| 2026-01-15 | 13F | Lewis Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 35.685 | -1,63 | 22.379 | 0,45 | ||||
| 2026-02-13 | 13F | MSA Advisors, LLC | 2.093 | 0,00 | 1.313 | 2,42 | ||||
| 2026-04-08 | 13F | General Partner, Inc. | 400 | 0,00 | 239 | -4,40 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 1.846 | -57,94 | 1.103 | -59,92 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 1.205 | 1,86 | 720 | -2,97 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 6.537 | 3,98 | 3.906 | -0,91 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 96.125 | 14,74 | 60.283 | 17,50 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 6.945 | -38,66 | 4.150 | -41,56 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 2.373 | 15,70 | 1.418 | 10,19 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 65 | 665 | ||||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 30.915 | -0,68 | 19.388 | 1,71 | ||||
| 2026-01-23 | 13F | Cura Wealth Advisors, Llc | 2.237 | 6,47 | 1.403 | 9,02 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 51 | 0,00 | 32 | 3,23 | ||||
| 2026-02-17 | 13F | Man Group plc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | First American Trust, Fsb | 12.176 | 7.635 | ||||||
| 2026-02-11 | 13F | Mandatum Life Insurance Co Ltd | 50.132 | 12,55 | 31.439 | 15,26 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 79.804 | -2,24 | 50.047 | 0,11 | ||||
| 2026-02-17 | 13F | Brooks, Moore & Associates, Inc. | 12.830 | -41,84 | 8.046 | 356,38 | ||||
| 2026-02-05 | 13F | Chancellor Financial Group WB LP | 528 | 0,19 | 331 | 2,80 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 2.120 | -97,05 | 1.330 | -96,98 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 44.620 | 0,05 | 27 | -3,70 | ||||
| 2026-01-13 | 13F | NerdWallet Wealth Partners, LLC | 8.676 | 0,35 | 5.419 | 2,65 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 6.608 | 9,13 | 3.949 | 3,98 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 1.433 | 856 | ||||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 782 | -6,79 | 491 | -4,48 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 109.676 | -56,41 | 65.537 | -58,47 | ||||
| 2026-02-17 | 13F | Harvey Partners, LLC | 14.200 | 8.905 | ||||||
| 2026-02-11 | 13F | Private Management Group Inc | 431 | 20,06 | 270 | 23,29 | ||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 26.239 | -0,44 | 16.455 | 1,96 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 9.207 | 40,54 | 5.501 | 33,91 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 3.461 | 2,49 | 2.068 | -2,36 | ||||
| 2026-01-26 | 13F | Heritage Wealth Architects, Inc. | 707 | 0,00 | 448 | 3,46 | ||||
| 2026-01-27 | 13F | Stephenson & Company, Inc. | 426 | 0,00 | 267 | 2,31 | ||||
| 2026-02-03 | 13F | Ballast, Inc. | 607 | 39,86 | 381 | 43,40 | ||||
| 2026-04-21 | 13F | James Reed Financial Services, Inc. | 430 | 0,00 | 257 | -4,83 | ||||
| 2026-02-13 | 13F | S&t Bank/pa | 4.165 | 0,00 | 2.612 | 2,39 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 534 | 0,00 | 335 | 2,14 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 2.032 | 43,50 | 1.231 | 38,47 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9.461 | 1.123,93 | 6 | |||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 10.982 | 0,26 | 6.887 | 2,68 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 168 | 105 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1.269 | 11,02 | 758 | 5,87 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2.832 | -1,26 | 1.692 | -5,90 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 395 | 236 | ||||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 2.937 | 1,21 | 1.755 | -3,57 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 2.498 | 3,48 | 1.566 | 5,95 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 4.736 | -0,34 | 2.830 | -5,07 | ||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 7.035 | 10,96 | 4.204 | 5,71 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 3.389 | -12,04 | 2.125 | -9,92 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 5.966 | -0,75 | 3.741 | 1,66 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 12.296 | -2,11 | 7.347 | -6,73 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 20.215 | -1,88 | 11.743 | -9,10 | ||||
| 2026-02-06 | 13F | Intellus Advisors LLC | 25.888 | 0,78 | 16.235 | 3,21 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 1.161 | 39,88 | 694 | 33,27 | ||||
| 2026-04-28 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 2.925.650 | 0,00 | 1.748.222 | -4,72 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 12.251 | 7,74 | 7.320 | 2,65 | ||||
| 2026-04-24 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 111.614 | -1,22 | 72.690 | 1,13 | ||||
| 2026-04-16 | 13F | Standpoint Asset Management, LLC | 110.600 | -3,49 | 66.089 | -8,04 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 94.448 | 3,35 | 59.231 | 4,97 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 37.259 | 8,13 | 22.264 | 3,03 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 638 | 27,35 | 400 | 30,72 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 28.380 | 1,08 | 17.798 | 3,51 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 1.417 | -7,26 | 847 | -11,69 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 156 | -4,29 | 93 | -8,82 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 14.642 | 13,65 | 8.749 | 8,29 | ||||
| 2026-02-05 | 13F | Evergreen Wealth Partners LLC | 1.281 | 803 | ||||||
| 2026-02-09 | 13F | Accent Capital Management, LLC | 14.138 | 0,71 | 8.866 | 3,11 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 67.501 | -32,83 | 42.332 | -31,21 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 12.591 | -0,02 | 7.896 | 2,40 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 53.453 | 2,44 | 31.942 | -2,39 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 12.255 | 32,02 | 7.323 | 25,79 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 434 | 266 | ||||||
| 2026-02-10 | 13F | Riverpoint Wealth Management Holdings, LLC | 37.382 | 0,20 | 23.443 | 2,61 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 31.213 | -6,68 | 20 | -5,00 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 261.155 | -0,30 | 163.777 | 2,10 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 966 | 0,10 | 606 | 2,71 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 67.055 | 3,53 | 41.883 | 3,11 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Gainplan LLC | 8.787 | -40,66 | 5.250 | -43,46 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 194.068 | 3,35 | 120.582 | 1,26 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 386.585 | -2,32 | 231 | -6,85 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 185 | 116 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 44.576 | 9,28 | 26.636 | 4,12 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 1.824 | -4,15 | 1.090 | -10,00 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 1.752 | 4,16 | 1.055 | 0,09 |
Other Listings
| US:VOO | 654,24 $ |
