Grundlæggende statistik
| Institutionelle ejere | 1207 total, 1207 long only, 0 short only, 0 long/short - change of 4,68% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4536 % - change of 0,55% MRQ |
| Institutionelle aktier (lange) | 72.914.018 (ex 13D/G) - change of 3,18MM shares 4,56% MRQ |
| Institutionel værdi (lang) | $ 11.906.518 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Mid-Cap Value ETF (GB:0LO7) har 1207 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 72,914,018 aktier. Største aktionærer omfatter Morgan Stanley, Assetmark, Inc, Betterment LLC, EP Wealth Advisors, Inc., Bank Of America Corp /de/, Wells Fargo & Company/mn, Jones Financial Companies Lllp, Royal Bank Of Canada, Tiaa Trust, National Association, and Pnc Financial Services Group, Inc. .
Vanguard Index Funds - Vanguard Mid-Cap Value ETF (LSE:0LO7) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F/A | Northwest & Ethical Investments L.P. | 22.392 | -5,16 | 4.005 | -2,56 | ||||
| 2025-10-31 | 13F | JustInvest LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 34.558 | -2,49 | 6.130 | -0,94 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 13.956 | -2,13 | 2.475 | -0,56 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 2.514 | 20,46 | 446 | 22,25 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 4.624 | 0,00 | 820 | 1,61 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 17.422 | -2,45 | 3.090 | -0,87 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 1.878 | 1,02 | 333 | 2,78 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 725 | 129 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1.236 | 228 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 8.670 | -5,52 | 1.598 | -1,84 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.376 | 103,55 | 254 | 112,61 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 1.991 | 0,00 | 367 | 3,68 | ||||
| 2026-02-10 | 13F | Holderness Investments Co | 2.292 | 0,04 | 407 | 1,75 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 32.416 | -0,06 | 5.750 | 1,54 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 559.120 | 2,12 | 99.171 | 3,75 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 65.092 | 9,94 | 11.545 | 11,70 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.536 | 17,63 | 467 | 34,20 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 3.300 | -58,75 | 585 | -58,09 | |||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 25.398 | 28,01 | 4.505 | 30,06 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 630 | 0,48 | ||||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.075 | 1,03 | 191 | 2,70 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 126.763 | 0,78 | 22.484 | 2,38 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 104.659 | 10,15 | 18.563 | 11,91 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 35 | -99,92 | 6 | -99,92 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 194 | 0,00 | 36 | 2,94 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 11.687 | 1,61 | 2.074 | 3,86 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 91.186 | -1,30 | 16.804 | 2,54 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 45.619 | 7,91 | 8.091 | 9,63 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 6.268 | 0,76 | 1.112 | 2,40 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 87.303 | 47,38 | 15.485 | 49,73 | ||||
| 2026-04-06 | 13F | CX Institutional | 24.403 | -49,02 | 4 | -50,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 16.765 | 0,57 | 3.089 | 4,50 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 32.023 | 9,55 | 5.901 | 13,83 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 16.086 | -3,67 | 2.853 | -2,13 | ||||
| 2026-02-11 | 13F | Conquis Financial Llc | 28.862 | 85,20 | 5.119 | 87,23 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 1.980 | 0,15 | 351 | 1,74 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1.843 | 2,62 | 340 | 6,60 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 457 | -59,23 | 81 | -58,97 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 357 | 0,00 | 66 | 3,17 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 2.824 | 0,00 | 520 | 4,00 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 5.458 | 4,46 | 968 | 7,20 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 87.316 | 2,26 | 16.091 | 6,25 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 71 | 0,00 | 13 | 0,00 | ||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 8.384 | 1.487 | ||||||
| 2026-02-10 | 13F | Cravens & Co Advisors, LLC | 1.560 | 0,00 | 286 | 5,15 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 3.422 | -5,02 | 631 | -1,41 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 1.607 | -13,37 | 285 | -12,07 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 979.350 | 8,00 | 173.707 | 9,72 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 31.402 | 0,00 | 5.570 | 1,59 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 21.623 | -4,34 | 3.835 | -2,81 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 752 | -2,72 | 139 | 0,73 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 9.910 | 3,38 | 1.758 | 5,02 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 1.498 | 0,00 | 266 | 1,53 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 12.132 | -20,02 | 2.236 | -16,91 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 1.885 | 45,56 | 347 | 51,53 | ||||
| 2026-01-23 | 13F | Avion Wealth | 162.867 | -2,71 | 29 | -3,45 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 5.020 | 2,62 | 890 | 4,22 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.888 | 0,21 | 901 | 4,05 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 4.119 | 731 | ||||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 3.212 | 0,00 | 570 | 1,61 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 1.503 | 5,03 | 267 | 6,83 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 7.726 | -2,33 | 1.370 | -0,72 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 1.539 | 2,12 | 273 | 3,42 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 4.053 | 719 | ||||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 7.224 | -0,84 | 1.331 | 3,02 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.970 | 0,05 | 363 | 3,72 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 22.271 | -12,90 | 3.950 | -11,52 | ||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 2.127 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 299 | 53 | ||||||
| 2026-04-23 | 13F | Simmons Bank | 11.211 | -3,61 | 2.066 | 0,15 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 4.963 | 7,17 | 880 | 8,91 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 5.470 | -22,70 | 970 | -21,46 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 3.483 | 0,00 | 618 | 1,48 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 425 | 0,00 | 78 | 4,00 | ||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 2.956 | -1,27 | 524 | 0,38 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 1.321 | 0,00 | 243 | 3,85 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Baring Financial LLC | 18.961 | 0,31 | 3.494 | 4,24 | ||||
| 2026-02-11 | 13F | Dodds Wealth, LLC | 1.490 | 0,00 | 264 | 1,54 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 44.432 | 1,90 | 8.188 | 5,87 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4.798 | -3,54 | 884 | 0,23 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 1.344 | 238 | ||||||
| 2026-01-29 | 13F | Brickley Wealth Management | 46.667 | -0,00 | 8.277 | 1,60 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 465 | 0,00 | 86 | 3,66 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 12.675 | -22,11 | 2.336 | -19,09 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 9.504 | 1.686 | ||||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 2 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1.831 | 337 | ||||||
| 2026-02-13 | 13F | Wiregrass Investment Management Llc | 4.835 | 858 | ||||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Bessemer Group Inc | 2.147 | -14,19 | 0 | |||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 265.574 | -1,85 | 48.940 | 1,97 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Change Path, LLC | 4.417 | 32,25 | 783 | 34,31 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 7.204 | 80,60 | 1.278 | 83,48 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 135 | 0,00 | 24 | 0,00 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1.751 | -24,72 | 334 | -21,83 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 1.788 | 20,65 | 317 | 22,87 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 15.583 | 47,50 | 2.872 | 53,28 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 7.082 | 1.305 | ||||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 766 | 4,50 | 139 | 7,81 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 11.824 | 2.097 | ||||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 1.327 | 245 | ||||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 1.786 | 0,00 | 317 | 1,61 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 2.842 | -3,07 | 504 | -1,37 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 4.688 | -8,26 | 864 | -4,75 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 9 | 0,00 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 6.187 | 1,33 | 1.140 | 5,36 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 1.985 | -7,59 | 366 | -3,95 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 1.334 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 3.158 | -2,62 | 582 | 1,04 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 1.217 | 234 | ||||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 10.341 | 15,23 | 1.834 | 17,11 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 4.319 | 116,93 | 766 | 120,75 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 1.160 | 206 | ||||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 3.242 | 0,00 | 597 | 3,83 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 1.129 | 200 | ||||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 1.683 | -47,08 | 310 | -44,94 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 6.060 | 1,68 | 1.117 | 5,58 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 33 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 683 | 0,00 | 126 | 3,31 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 1.106 | 204 | ||||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 1.281 | -0,70 | 230 | 1,78 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 1.854 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 200 | 0,00 | 37 | 2,86 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 2.861 | 26,09 | 507 | 28,03 | ||||
| 2025-11-07 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 548 | -18,81 | 97 | -17,09 | ||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 1.620 | -0,98 | 287 | 0,70 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 37.959 | 41,35 | 6.733 | 43,60 | ||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 8.031 | 1.424 | ||||||
| 2026-02-10 | 13F | Zhang Financial LLC | 12.209 | 5,06 | 2.165 | 6,76 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 82 | 17,14 | 15 | 25,00 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2.557 | 1,75 | 471 | 5,84 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3.286 | 0,43 | 606 | 4,31 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 411 | 413,75 | 73 | 453,85 | ||||
| 2025-11-14 | 13F | Evoke Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 379.805 | 3,21 | 67.366 | 4,86 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 10.881 | -52,92 | 1.930 | -52,18 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 135.522 | 0,58 | 24.974 | 4,50 | ||||
| 2026-02-17 | 13F | East Coast Asset Management, LLC. | 7.900 | -5,38 | 1.401 | -3,84 | ||||
| 2026-01-29 | 13F | Advantage Trust Co | 1.225 | 0,00 | 217 | 1,88 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 375 | 0,00 | 69 | 4,55 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 2.881 | -8,60 | 531 | -5,02 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 6.922 | -2,82 | 1.276 | 0,95 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 2.641 | -2,22 | 487 | 1,46 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3.727 | 22,00 | 687 | 26,80 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 10.170 | -1,12 | 1.874 | 2,74 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.371 | 8,02 | 437 | 12,08 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 1.865 | 0,00 | 344 | 3,94 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 18.616 | 2,01 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 23.002 | -6,62 | 4.239 | -2,98 | ||||
| 2026-02-17 | 13F | Hollow Brook Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Members Wealth Llc | 5.233 | -5,92 | 1.004 | -2,52 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 16 | 0,00 | 3 | 0,00 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 130.792 | 2,72 | 23.199 | 4,36 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.134 | 2,12 | 762 | 5,99 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6.914 | -4,92 | 1.274 | -1,16 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 2.052 | 364 | ||||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 28.655 | 6,76 | 5.083 | 8,47 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 103.675 | 0,93 | 19.105 | 4,86 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 27.220 | -2,04 | 5.016 | 1,79 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 2.097 | 0,00 | 372 | 1,37 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 50 | 9 | ||||||
| 2025-11-12 | 13F | Northstar Financial Companies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 413 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 23.097 | 4,54 | 4.097 | 6,20 | ||||
| 2026-02-09 | 13F | King Wealth | 30.389 | -4,23 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 299.602 | 0,67 | 57.134 | 3,62 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 28.348 | 3,37 | 5.028 | 5,03 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 1.701 | 313 | ||||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 1.500 | 0,00 | 276 | 3,76 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 63.116 | 1,91 | 11.195 | 3,53 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 2.140 | -4,21 | 380 | -2,82 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 7.477 | 7,52 | 1.378 | 11,68 | ||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 1.230 | -12,58 | 218 | -11,02 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 697 | 131,56 | 0 | |||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 1.653 | 293 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 281.645 | 7,22 | 47.641 | 3,89 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 23.149 | 0,06 | 4.266 | 3,95 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 5.770 | -0,93 | 1.063 | 2,90 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 11.097 | 4,96 | 2.045 | 1,19 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2.664 | -15,80 | 491 | -12,66 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 17.012 | 4,97 | 3.017 | 6,65 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 1.198 | 0,00 | 221 | 3,77 | ||||
| 2026-02-12 | 13F | Polen Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 3.391 | 1,28 | 601 | 2,91 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 17.362 | 3,49 | 3.080 | 5,16 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 39.456 | 8,49 | 6.998 | 10,22 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 107 | 0,00 | 19 | 0,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 382.402 | 5,41 | 67.827 | 7,09 | ||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 5.414 | 960 | ||||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 116 | 21 | ||||||
| 2026-02-24 | 13F | MidFirst Bank | 3 | 1 | ||||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 1.133 | 0,00 | 209 | 4,50 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 1.091 | 201 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 2.970 | -57,44 | 527 | -56,81 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 25.127 | -7,47 | 4.630 | -3,86 | ||||
| 2025-10-31 | 13F | Greatmark Investment Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 130 | 23 | ||||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 123 | 284,38 | 22 | 320,00 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 167 | 0,00 | 31 | 3,45 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 146 | 0,00 | 26 | 0,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 5.123 | 0,81 | 946 | 4,88 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 7.889 | -2,25 | 1.399 | -0,71 | ||||
| 2025-11-10 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 242.520 | 4,95 | 43.016 | 6,63 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 59.092 | -0,29 | 10.889 | 3,60 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 357 | 0,00 | 66 | 3,17 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 1.915 | 44,53 | 340 | 46,75 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 17.734 | 23,41 | 3.146 | 25,40 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 26.985 | 55,60 | 4.786 | 58,11 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3.938 | 9,54 | 726 | 13,81 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 1.513 | 0,07 | 279 | 3,73 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 300 | 0,00 | 55 | 3,77 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 29.933 | -13,46 | 5.309 | -12,07 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 636 | 36,48 | 113 | 38,27 | ||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 11.924 | 2.197 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 428.227 | -3,58 | 75.955 | 98.541,56 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 12.400 | -44,64 | 2.199 | -43,76 | |||
| 2026-04-01 | 13F | Bangor Savings Bank | 31.959 | -9,43 | 5.889 | -5,90 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 1.962 | -2,24 | 362 | 1,69 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 19 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 18.168 | 629,05 | 3.222 | 640,69 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 2.390 | 0,00 | 424 | 1,68 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 17 | 0,00 | 3 | 50,00 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 3.315 | 23,93 | 611 | 28,69 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 2.927 | 2,77 | 541 | 6,92 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 430 | 0,00 | 79 | 3,95 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Sierra Capital LLC | 2.173 | 0,23 | 0 | |||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 160 | 0,00 | 28 | 0,00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 304 | 56 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 4.524.777 | 2,49 | 802.560 | 4,13 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 5.223 | 0,02 | 926 | 1,65 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 21.162 | 1,53 | 3.900 | 5,46 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 2.938 | 521 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 17.067 | -2,31 | 3.245 | 4,74 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 2.113 | -7,85 | 389 | -4,19 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 82.924 | -2,55 | 15 | 0,00 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 43.076 | -7,71 | 7.938 | -4,12 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 3.588 | 0,79 | 636 | 2,42 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 3.853 | -1,81 | 683 | -0,29 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 2.451 | -1,13 | 435 | 0,46 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | American Money Management, LLC | 3.041 | 0,53 | 539 | 2,08 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 25.944 | 69,77 | 4.602 | 72,52 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 11.864 | 0,00 | 2.198 | 1,48 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 9.041 | -0,86 | 1.666 | 3,03 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 2 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 663 | 118 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Prudent Investors Network | 1.503 | 6,60 | 267 | 8,13 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.644 | 0,43 | 303 | 4,48 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 10.028 | 0,01 | 1.779 | 1,60 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 12.132 | 1,07 | 2.236 | 4,98 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 6.549 | 7,20 | 1.162 | 8,91 | ||||
| 2026-02-09 | 13F | Robinson Smith Wealth Advisors Llc | 1.345 | -2,61 | 239 | -1,24 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 22.167 | -0,55 | 3.932 | 1,03 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 4.082 | -22,91 | 724 | -21,65 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 69 | 0,00 | 13 | 0,00 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 8.575 | 76,66 | 1.521 | 79,46 | ||||
| 2026-01-23 | 13F | Kelsey Financial, LLC | 3.023 | 536 | ||||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 5.752 | 1.068 | ||||||
| 2026-01-28 | 13F | WP Advisors, LLC | 3.545 | 1,03 | 629 | 2,61 | ||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 200 | 35 | ||||||
| 2026-02-12 | 13F | Empirical Finance, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 5.011 | 889 | ||||||
| 2025-10-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 3.209 | -8,52 | 591 | -4,98 | ||||
| 2026-04-22 | 13F | Motco | 17 | 0,00 | 3 | 0,00 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 2.892 | 6,87 | 513 | 8,47 | ||||
| 2026-02-09 | 13F | Redmond Asset Management, LLC | 1.339 | 0,00 | 237 | 1,72 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 66 | 12 | ||||||
| 2026-01-20 | 13F | Westwood Wealth Management | 15.525 | 2.754 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 3.547 | 18,23 | 654 | 22,74 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1.170 | -3,70 | 216 | 0,00 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 3.277 | -5,62 | 581 | -4,60 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 6.148 | 0,69 | 1.090 | 1,77 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 31.455 | -1,10 | 5.797 | 2,75 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 79.444 | 31,17 | 14.091 | 33,27 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 18.768 | 2,37 | 3.459 | 6,37 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 39.962 | 137,25 | 7.364 | 146,53 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 38.635 | 6,73 | 7.120 | 10,89 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 11.514 | -9,06 | 2.122 | -5,52 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 2.609 | 0,54 | 481 | 4,35 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 3.663 | 0,00 | 675 | 3,85 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 2.018 | 358 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 4.003 | -0,17 | 710 | 1,43 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 1.554 | 276 | ||||||
| 2026-02-13 | 13F | Commerce Bank | 54.515 | -0,66 | 9.669 | 0,93 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 9.627 | 5,79 | 1.774 | 9,91 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 45 | 8 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 290 | -21,83 | 54 | -18,46 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 473 | 0,00 | 84 | 1,22 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 37.343 | 148,82 | 6.624 | 152,79 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 2.247 | 0,54 | 414 | 4,55 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 4.697 | 0,45 | 833 | 2,08 | ||||
| 2026-02-18 | 13F/A | Fuller & Thaler Asset Management, Inc. | 7.291 | 219,78 | 1.293 | 225,69 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 5.417 | -2,27 | 998 | 1,53 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 56 | 0,00 | 10 | 0,00 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 3.457 | -0,03 | 637 | 3,92 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 7.832 | 0,27 | 1.443 | 4,19 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 1.825 | 0,83 | 324 | 2,22 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.052 | -30,89 | 378 | -28,14 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 1.378 | -18,02 | 254 | -15,10 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 44.019 | 60,42 | 8.112 | 66,69 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 1.181 | 0,00 | 206 | 0,00 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 22 | -99,13 | 4 | -99,32 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 1.713 | 304 | ||||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 6.720 | 0,00 | 1.192 | 1,53 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 769 | 0,00 | 142 | 3,68 | ||||
| 2026-02-11 | 13F | Picton Mahoney Asset Management | 547.312 | 34,70 | 97.077 | 138.580,00 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 199.974 | 5,62 | 35.477 | 7,31 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 672 | -24,15 | 124 | -21,66 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 9.875 | -1,27 | 1.752 | 0,29 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 8.542 | -0,21 | 1.515 | 1,41 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 621.313 | 6,64 | 110.222 | 8,38 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 18.813 | 3,08 | 3.337 | 4,71 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 46.253 | 2,44 | 8.524 | 6,43 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 5.721 | -23,21 | 1.054 | -20,21 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 1.473 | 24,51 | 261 | 26,70 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 16.997 | -6,16 | 3.016 | -4,59 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2.644 | 1,15 | 487 | 5,18 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 8.502 | -75,31 | 1.567 | -74,36 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 3.715 | -1,43 | 685 | 2,40 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 16.336 | 3 | ||||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 1.493 | 0,00 | 265 | 1,54 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 3.980 | 706 | ||||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 38.542 | -75,44 | 7.102 | -74,49 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 146.890 | 0,82 | 27.069 | 4,74 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 23.669 | -0,63 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 149.533 | 11,11 | 26.523 | 12,89 | ||||
| 2025-11-05 | 13F | Wells Trecaso Financial Group, LLC | 9.880 | -8,91 | 1.725 | -3,31 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2.473 | 33,97 | 439 | 36,02 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 193.521 | 550,49 | 34.325 | 560,97 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1.489 | 0,00 | 274 | 3,79 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 2.230 | 10,07 | 411 | 13,26 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 6.418 | 4,04 | 1.183 | 8,04 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 2 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.404 | -1,16 | 627 | 2,79 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.530 | -4,73 | 282 | -1,06 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 8.725 | 0,23 | 1.548 | 1,84 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 579 | 0,00 | 107 | 3,92 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 102.199 | 1,00 | 18.127 | 2,79 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 124.837 | -4,92 | 23.005 | -1,22 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 432 | 0,00 | 80 | 3,95 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 570 | 0,00 | 101 | 2,02 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 2.093 | 371 | ||||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 791 | -5,38 | 140 | -4,11 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.631 | 0,06 | 301 | 4,15 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.114 | 0,18 | 198 | 2,07 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 466 | 83 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 11.686 | 17,58 | 2.154 | 22,19 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 34.124 | 5.957 | ||||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 25.410 | -7,93 | 4.682 | -4,37 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Arwa Llc | 8.294 | -1,60 | 1.577 | 5,48 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 92.652 | -3,99 | 16 | 0,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.392.223 | -0,49 | 246.939 | 1,10 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 44 | 8 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 7.189 | -2,77 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 20.432 | -0,52 | 3.624 | 1,09 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2.159 | -0,55 | 398 | 3,12 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 528.225 | -2,33 | 97.323 | 1,47 | ||||
| 2026-02-10 | 13F | Three Bridge Wealth Advisors, LLC | 6.209 | 6,15 | 1.101 | 7,31 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 46 | 0,00 | 8 | 0,00 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 15.470 | -45,38 | 2.744 | -44,52 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 490.834 | 5,85 | 87.076 | 7,54 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 6.519 | 93,33 | 1.156 | 96,60 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 10.091 | -6,57 | 1.860 | -2,92 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 542.484 | -4,99 | 96.220 | -3,47 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 23.315 | 0,10 | 4.297 | 3,99 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 2.076 | 4,85 | 383 | 8,83 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 55.824 | 3,01 | 9.902 | 4,66 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 2.339 | 431 | ||||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 1.325 | -3,07 | 235 | -1,26 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 2.907 | 0,00 | 536 | 3,88 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 157 | 0,00 | 29 | 3,70 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 875 | 155 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 25.109 | 0,73 | 4.453 | 2,32 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 219 | 0,00 | 40 | 5,26 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 47.622 | 2,10 | 8.447 | 3,73 | ||||
| 2026-02-11 | 13F | Tacita Capital Inc | 23.851 | -0,52 | 4.230 | 1,08 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 11.828 | 0,00 | 2.098 | 1,60 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 1.121 | 207 | ||||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 3.891 | 0,00 | 690 | 1,62 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 16.084 | 11,87 | 2.853 | 13,67 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 530 | 9,28 | 94 | 11,90 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 889 | 0,00 | 158 | 1,29 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 2.113 | 0,00 | 375 | 1,63 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 28 | 5 | ||||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 3.549 | 7,29 | 654 | 11,60 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 165 | -27,63 | 29 | -25,64 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 4.456 | 790 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 106 | 0,00 | 20 | 5,56 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 45.826 | -5,27 | 8.128 | -3,74 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Florida Financial Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 8.056 | 1,18 | 1.409 | 7,48 | ||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 40.976 | -1,28 | 7.551 | 2,57 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2.171 | -14,76 | 400 | -11,31 | ||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 2.633 | -0,08 | 467 | 1,52 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 59.907 | 95,09 | 10.626 | 98,23 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 82.812 | -0,30 | 14.688 | 1,30 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1.102 | 203 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 4.178 | 0,53 | 770 | 4,34 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 15.790 | 26,48 | 2.801 | 28,50 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 148.588 | -39,38 | 27.523 | -38,49 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 1.508 | 267 | ||||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 22.527 | 0,04 | 4.151 | 3,93 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 9.831 | 0,32 | 1.744 | 1,87 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 23.987 | -0,81 | 4.255 | 0,78 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 306.169 | 1,89 | 56.421 | 5,86 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 9.877 | -94,30 | 1.752 | -94,22 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 17.797 | 3 | ||||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 1.594 | 283 | ||||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 85.754 | 1,79 | 15.803 | 5,76 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 207 | 1,97 | 38 | 5,56 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 3.377 | -13,03 | 622 | -9,59 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2.330 | 59,59 | 429 | 66,28 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 2.819 | 10,77 | 519 | 15,08 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 11.753 | 18,01 | 2.085 | 21,73 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 3.818 | -18,38 | 679 | -17,20 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 6.170 | 69,09 | 1.137 | 75,73 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 1.764 | 0,00 | 313 | 0,97 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 1.347 | 0,00 | 239 | 1,28 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 16.027 | -3,52 | 2.953 | 0,24 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 26.933 | 27,67 | 4.777 | 29,70 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 2.466 | -3,41 | 454 | 0,44 | ||||
| 2026-01-29 | 13F | Hegarty Advisors, LLC | 16.189 | 2.872 | ||||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 3.733 | -17,90 | 1 | |||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 5.498 | 20,86 | 975 | 22,80 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 1.469 | 261 | ||||||
| 2026-04-02 | 13F | Collective Family Office Llc | 27.867 | 3,91 | 5.135 | 7,97 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 357 | 0,00 | 66 | 3,17 | ||||
| 2025-11-14 | 13F | Van Den Berg Management I, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 62.399 | 37,27 | 11.068 | 39,45 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 1.440 | 265 | ||||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 1.371 | 0,00 | 239 | 6,22 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3.704 | 0,00 | 683 | 3,96 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 184.379 | 1,42 | 29.595 | 5,59 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 4 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 2.299 | -5,59 | 408 | -4,24 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 8.699 | 6,20 | 1.543 | 7,91 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 2.660 | -0,19 | 490 | 3,81 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 3.574 | -11,16 | 659 | -7,71 | ||||
| 2026-02-13 | 13F | Foresight Global Investors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 80.151 | 18,78 | 14.216 | 20,69 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 3 | 0,00 | 1 | |||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 1.548 | 0,85 | 275 | 2,24 | ||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 623.341 | 3,85 | 110.562 | 5,51 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 33 | 6 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.896 | 7,42 | 514 | 9,15 | ||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 3.732 | 8,93 | 662 | 10,70 | ||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 2.189 | -6,25 | 388 | -4,67 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 218 | 0,00 | 40 | 5,26 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.556 | 3,70 | 655 | 7,73 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 1.387 | 0,00 | 246 | 1,65 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 73.195 | 72,33 | 13.488 | 79,05 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 10.564 | 1.874 | ||||||
| 2026-02-17 | 13F | Marquette Associates, Inc. | 1.267 | -22,46 | 225 | -21,40 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 2.847 | 21,61 | 528 | 29,17 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 168.721 | 1,74 | 29.926 | 3,37 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 16.260 | -0,07 | 2.884 | 1,55 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 59.509 | -2,16 | 10.555 | -0,59 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 1.371 | 0,51 | 243 | 2,10 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 11.181 | -19,01 | 2.061 | -15,85 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.565 | 18,56 | 288 | 23,08 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 2.227 | 0,00 | 395 | 1,55 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2.630 | 0,00 | 485 | 3,86 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 3.566 | 0,93 | 633 | 2,60 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 2.531 | -9,77 | 484 | -1,43 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 30.027 | 2,31 | 5.326 | 3,42 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 12.316 | 14,68 | 2.272 | 19,14 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 23 | -77,00 | 4 | -76,47 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 9.522 | 0,39 | 1.689 | 1,99 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 2.146 | 9,10 | 381 | 10,79 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 834 | 16,97 | 148 | 18,55 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 4.755 | -2,68 | 843 | -1,17 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 2.005 | 0,00 | 370 | 3,94 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 2.101 | 373 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 105.024 | 0,55 | 19.911 | 7,48 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 69.713 | 2,19 | 12.847 | 6,17 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 13.953 | 10,40 | 2.475 | 12,15 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 12.002 | 0,51 | 2.212 | 4,39 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 2.099 | 0,00 | 387 | 3,76 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 1.925 | 0,00 | 341 | 1,49 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 514.064 | -0,90 | 91.180 | 0,68 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 63.199 | 6,16 | 11.210 | 7,85 | ||||
| 2026-02-17 | 13F | Fmr Llc | 1.038.344 | 12,13 | 184.171 | 13,93 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 1.915 | 1,00 | 340 | 2,42 | ||||
| 2025-10-29 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Align Financial, LLC | 38.667 | 39 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 7.008 | 11,13 | 1.291 | 129.000,00 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 3.796 | 0,40 | 673 | 1,97 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 16.027 | 0,00 | 2.843 | 1,61 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 4.898 | 1,58 | 903 | 5,50 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 20.744 | 0,92 | 3.679 | 2,54 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 966 | 178 | ||||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 1.707 | 0,06 | 303 | 1,68 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 1.368 | -2,36 | 252 | 1,61 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8.850 | 1,41 | 1.570 | 2,48 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 2.800 | 0,00 | 516 | 3,83 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 1.829 | 1.363,20 | 324 | 1.442,86 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 18.000 | 0,00 | 3.193 | 1,59 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Trust Co | 260.990 | 0,73 | 48.095 | 4,65 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 1.735.188 | 8,57 | 307.770 | 10,31 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 22.343 | 218,87 | 3.963 | 224,04 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 1.313 | 233 | ||||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 4.180 | -2,93 | 741 | -1,33 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 1.189 | -70,60 | 219 | -69,46 | ||||
| 2025-11-06 | 13F | Plan A Wealth LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 820 | 0,00 | 151 | 4,14 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 8.143 | 1,61 | 1.501 | 5,56 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 10.066 | 2,32 | 1.855 | 6,36 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 4.707 | 0,02 | 867 | 3,96 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 12.377 | -4,96 | 2.195 | -3,43 | ||||
| 2025-11-04 | 13F | Wallace Hart LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 1.139 | 202 | ||||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 58.164 | 4,23 | 10.317 | 5,89 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 60 | 11 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 29.933 | 5.309 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 125.826 | 6,99 | 22.308 | 8,74 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 893 | 25,42 | 158 | 27,42 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 790.818 | 20,80 | 140.267 | 22,73 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 77.301 | -19,39 | 14.245 | -16,25 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 4.089 | 108,73 | 754 | 117,00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 25.525 | -8,21 | 4.704 | -4,64 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 2.839 | -4,25 | 526 | 3,14 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 1.099 | -7,26 | 195 | -5,83 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 13.267 | 136,15 | 2.353 | 140,10 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 11 | 0,00 | 2 | 100,00 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 3.646 | -26,70 | 672 | -23,92 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 3.984 | 37,62 | 707 | 39,80 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 177.651 | 6,31 | 31.510 | 8,01 | ||||
| 2026-02-14 | 13F | American Trust | 6.367 | 0,98 | 1.129 | 2,64 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 129.093 | 11,05 | 23.789 | 15,38 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1.577 | -0,82 | 280 | 0,36 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 2.000 | 0,00 | 355 | 1,43 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 6 | 0,00 | 1 | 0,00 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 1.884 | -74,51 | 0 | -100,00 | ||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 2.584 | 459 | ||||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 2.167 | -2,69 | 399 | 1,27 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 3.349 | -4,94 | 617 | -1,12 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 3.514 | 0,00 | 623 | 1,63 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 39.101 | -2,33 | 6.935 | -0,76 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 16.950 | 2,34 | 3.006 | 3,98 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 47.094 | 464,41 | 8.353 | 473,70 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 37.961 | -2,79 | 6.996 | 1,00 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 2.175 | -0,37 | 403 | 5,77 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 332 | 61 | ||||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 6.614 | 2,18 | 1.219 | 6,10 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 18.071 | 1,33 | 3.205 | 2,96 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 6.200 | 0,00 | 1 | 0,00 | ||||
| 2026-03-30 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Kwmg, Llc | 207.042 | 1,76 | 38.154 | 5,73 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 20.381 | 0,00 | 3.615 | 1,57 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 4.738 | -30,30 | 876 | -26,22 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 8.429 | 0,98 | 1.495 | 2,54 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 3.542 | 73,46 | 628 | 76,40 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 22.545 | 4,52 | 4.155 | 8,60 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 1.943 | 0,00 | 358 | 4,07 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 341.901 | -11,55 | 63.006 | -8,10 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 370 | -12,53 | 66 | -10,96 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.061 | 927,18 | 564 | 984,62 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 7.418 | -0,27 | 1.316 | 1,31 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1.185 | -1,66 | 218 | 2,35 | ||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 14.939 | -3,07 | 2.650 | -1,52 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 2.930 | 7,60 | 540 | 11,83 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 5.454 | 18,82 | 967 | 20,72 | ||||
| 2026-02-12 | 13F | Ironsides Asset Advisors, LLC | 9.274 | 0,03 | 1.645 | 1,61 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 4.636 | -7,08 | 854 | -3,39 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 2.350 | -4,70 | 417 | -3,70 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 1.821 | 323 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 18.381 | 9,89 | 3.260 | 11,64 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 18.563 | 0,00 | 3.293 | 0,00 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 478 | 85 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 38 | 7 | ||||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 15.037 | -2,04 | 2.771 | 1,80 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 699 | 0,14 | 129 | 4,07 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 3.210 | 38,42 | 569 | 40,84 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 2.139 | 0,00 | 396 | 6,17 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 11.994 | 2.210 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2.166 | -7,32 | 399 | -3,62 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 10.979 | 13,22 | 2.023 | 17,68 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 7.195 | -5,68 | 1.326 | -2,00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 14.516 | 2,61 | 2.575 | 4,25 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 1.205 | -0,41 | 222 | 3,74 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 8.062 | 35,36 | 1.486 | 39,44 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 53 | 0,00 | 9 | 0,00 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 2.213 | 0,00 | 422 | 4,20 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 103.863 | 0,35 | 18.422 | 1,95 | ||||
| 2026-02-03 | 13F | Bokf, Na | 73.003 | 14,64 | 12.949 | 16,47 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 7.068 | 0,00 | 1.302 | 3,91 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 9.769 | 0,66 | 1.800 | 4,59 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 3.658 | -0,73 | 674 | 3,22 | ||||
| 2025-10-29 | 13F | Vista Investment Partners Ii, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.030 | 1,68 | 190 | 5,59 | ||||
| 2026-02-12 | 13F | Stonegate Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 1.170 | 0,43 | 216 | 4,37 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 7.445 | -5,16 | 1.321 | -3,65 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.549.206 | -3,16 | 452.153 | -1,61 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 4 | 1 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3.795 | 144,37 | 699 | 154,18 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 24 | 4 | ||||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 19.918 | -0,10 | 3.670 | 3,79 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 1.088 | 201 | ||||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 133 | 0,00 | 24 | 0,00 | ||||
| 2026-02-12 | 13F | Laffer Investments | 1.663 | 0,00 | 295 | 1,38 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 2.935 | 0,00 | 521 | 1,56 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 1.375 | -5,76 | 253 | -1,94 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 69.230 | 26,96 | 12.279 | 28,98 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 11.112 | 0,00 | 1.971 | 1,60 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 136 | 325,00 | 25 | 400,00 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 2.571 | 0,00 | 474 | 3,73 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 329.122 | 1,88 | 58.376 | 3,50 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 1.359 | 0,00 | 234 | 4,93 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 1.458 | 259 | ||||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 4.590 | 111,03 | 846 | 4,19 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 36.452 | 34,99 | 6.716 | 40,24 | ||||
| 2025-11-17 | 13F | Sterling Financial Group, Inc. | 10.520 | 0,00 | 1.837 | 6,13 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 4.680 | -8,31 | 830 | -6,85 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 1.223 | 217 | ||||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 3.464 | 2,18 | 614 | 3,89 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.075.243 | -0,02 | 190.716 | 1,58 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 196.890 | 1,57 | 34.922 | 3,19 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 4.473 | 824 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 93 | 0 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 258 | 0,00 | 48 | 4,44 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 1.750 | 0,00 | 322 | 3,87 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 26 | 0,00 | 5 | 0,00 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 2.895 | -94,62 | 505 | -94,29 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 1.992 | -0,20 | 353 | 1,44 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 33.469 | 0,65 | 6.168 | 4,56 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 109 | 0,00 | 19 | 0,00 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 54.914 | 0,10 | 9.740 | 1,70 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 30.510 | 1,76 | 5.634 | 5,92 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2.351 | -4,82 | 433 | -1,14 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 31.827 | 28,76 | 5.645 | 30,82 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 8 | 0,00 | 1 | 0,00 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 470 | 0,00 | 83 | 7,79 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 49 | 0,00 | 9 | 0,00 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 3.849 | 4,82 | 683 | 6,40 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 16.903 | 10.269,94 | 3.115 | 11.021,43 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 546 | 97 | ||||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 1.369 | 2,39 | 243 | 3,86 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 21.233 | -4,17 | 3.913 | -0,46 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 1.899 | -13,64 | 337 | -12,73 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 4.226 | -1,81 | 779 | 1,97 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 96.806 | 15,07 | 17.182 | 6,02 | ||||
| 2025-11-14 | 13F | L2 Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 11.367 | -1,71 | 2.016 | -0,10 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 19.132 | 71,65 | 3.393 | 74,45 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 991.660 | -5,81 | 175.923 | -4,27 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 8.668 | -1,11 | 1.537 | 0,46 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 2.915 | -0,61 | 556 | -1,07 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 11.985 | -3,81 | 2.209 | -0,09 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 35.914 | 0,02 | 6.618 | 3,91 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 6.615 | 6,03 | 1.219 | 10,22 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 7.246 | -8,49 | 1.285 | -7,02 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 78 | 0,00 | 14 | 0,00 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 28.630 | -0,06 | 5.276 | 3,82 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 173.073 | -1,54 | 30.698 | 0,04 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 19.469 | -38,23 | 3.588 | -35,83 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1.136 | 0,00 | 209 | 3,98 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 1.347 | 2,43 | 239 | 3,93 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 2.321 | -17,70 | 412 | -16,46 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 18.525 | -0,32 | 3.286 | 1,26 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 25 | -50,00 | 4 | -50,00 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 96.289 | 0,65 | 17.079 | 2,25 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 111 | 0,00 | 20 | 0,00 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 2.210 | 0,00 | 392 | 1,56 | ||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 8.434 | 215,64 | 1 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 668 | 123 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 33.345 | 14,67 | 6.145 | 19,14 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 1.780 | 3,55 | 316 | 5,00 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 4 | 0,00 | 1 | |||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 2.451 | -12,50 | 435 | -11,07 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 1.816 | 0,00 | 317 | 6,38 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 6.248 | 7,11 | 1.151 | 11,32 | ||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 1.410 | 9,39 | 250 | 11,11 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 15 | -25,00 | 3 | -33,33 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 2.515 | 0,00 | 463 | 3,81 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 2.489 | 19,84 | 441 | 21,82 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 10.179 | 5.586,59 | 31 | 6,90 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 7.601 | 15,67 | 1.401 | 20,17 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 4.771 | -65,49 | 846 | -63,57 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 60.236 | 1,60 | 10.684 | 3,23 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 123.187 | 2,35 | 21.850 | 3,98 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 49.603 | 16,17 | 9.141 | 20,69 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 2.621 | 483 | ||||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 1.455 | 0,90 | 258 | 2,79 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 3.888 | -6,63 | 716 | -2,98 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 4.918 | 12,98 | 872 | 14,89 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 9.128 | -0,21 | 1.682 | 3,70 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 175 | 31 | ||||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 132 | 0,00 | 24 | 4,35 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 1.130 | 0,00 | 209 | 4,50 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 1.707 | 26,26 | 303 | 27,97 | ||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 8.885 | -0,67 | 1.576 | 0,90 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 405.710 | -42,23 | 72.032 | -41,04 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 35.691 | 1.204,97 | 6 | |||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 13.900 | 195,74 | 2.465 | 200,61 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 4.062 | 230,51 | 720 | 234,88 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 1.182 | 210 | ||||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 2.994 | -2,57 | 531 | -0,93 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 99.296 | 1,74 | 18.298 | 5,70 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 5.605 | 3,28 | 1.033 | 7,28 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 1.617 | 1,32 | 298 | 5,30 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 2.369 | 0,00 | 420 | 1,69 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 4.776 | 1,08 | 847 | 2,79 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1.629 | -44,08 | 300 | -41,86 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 3.731 | -1,24 | 688 | 2,54 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 3.720 | -19,57 | 686 | -16,46 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2.522 | 17,19 | 465 | 16,58 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 3.100 | 0,00 | 571 | 4,01 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 7.694 | -4,45 | 1.418 | -0,77 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 1.524 | 0,00 | 281 | 3,70 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 1.577 | 4,23 | 280 | 5,68 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 24.508 | 1,36 | 4.516 | 5,32 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 418.098 | 5,87 | 74.158 | 7,56 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 4 | 0,00 | 1 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 7.859 | -0,91 | 1.448 | 2,99 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 148 | 0,00 | 27 | 3,85 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 3.534 | 0,00 | 627 | 1,62 | ||||
| 2026-02-13 | 13F | General American Investors Co Inc | 13.700 | 0,00 | 2.430 | 1,59 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 2.754 | -0,22 | 489 | 1,46 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 5.600 | 3,99 | 993 | 5,19 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 33.245 | 0,98 | 5.897 | 2,59 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 736 | 0,00 | 131 | 1,56 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 13.973 | -7,37 | 2.478 | -5,89 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 66.876 | 0,54 | 12 | 9,09 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 21 | 0,00 | 4 | 0,00 | ||||
| 2025-11-10 | 13F | Stonebrook Private Inc. | 1.196 | 209 | ||||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 2.601 | 61,96 | 461 | 64,64 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 71.775 | -1,94 | 13.227 | 1,88 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 6.623 | -36,91 | 1.221 | -34,44 | ||||
| 2026-02-06 | 13F | Cadence Wealth Management LLC | 1.803 | -39,46 | 320 | -38,54 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 9.869 | -4,08 | 1.819 | -0,33 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 54.616 | 437,45 | 10.065 | 458,49 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 23.820 | 0,13 | 4.223 | 1,93 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 88.024 | 0,56 | 16.254 | 4,69 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 8.668 | 1,49 | 1.597 | 5,48 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 1.391 | -33,64 | 256 | -31,00 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 1.726 | 5,44 | 251 | -6,69 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 36.751 | 6,26 | 6.772 | 10,40 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 29.233 | -2,21 | 5.387 | 1,60 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 404 | 0,00 | 74 | 4,23 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 217.452 | -2,87 | 40.153 | 1,12 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 53.313 | -1,83 | 9.456 | -0,26 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 8.262 | -0,89 | 1.465 | 0,69 | ||||
| 2026-02-06 | 13F | Texas Bank & Trust Co | 4.589 | 32,59 | 814 | 34,60 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 1.675 | 39,24 | 309 | 44,60 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 1.405 | 1,52 | 259 | 5,31 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 2.761 | -12,35 | 490 | -10,93 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 83.170 | 1,88 | 15.327 | 5,85 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 640 | 0,00 | 114 | 1,80 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 20.856 | -36,47 | 3.699 | -35,46 | ||||
| 2026-02-17 | 13F | Marin Bay Wealth Advisors, LLC | 11.987 | 2.126 | ||||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 2.139 | 0,00 | 379 | 1,61 | ||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Cordant, Inc. | 423 | 0,00 | 78 | 2,67 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Foundry Financial LLC | 1.242 | -0,24 | 229 | 3,64 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 6.714 | 17,17 | 1.191 | 19,00 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 1.898 | 0,42 | 350 | 4,18 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 11.310 | -9,83 | 2.084 | -6,29 | ||||
| 2026-01-22 | 13F | Vicus Capital | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.827 | 36,65 | 337 | 41,77 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 1.897 | 0,00 | 331 | 6,09 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 2.643 | -37,24 | 469 | -36,33 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 105.338 | -2,33 | 19 | 0,00 | ||||
| 2026-02-04 | 13F | Nwam Llc | 8.355 | -10,81 | 1.532 | -5,84 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 923 | -7,88 | 170 | -3,95 | ||||
| 2026-02-12 | 13F | Glaxis Capital Management, LLC | 2.500 | 443 | ||||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 11.387 | 2.185 | ||||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 5.992 | 21,17 | 1.063 | 23,06 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6.118 | 24,43 | 1.127 | 29,24 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 908 | -0,44 | 161 | 1,26 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 9.123 | 3,54 | 1.681 | 4,09 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.196 | 0,00 | 220 | 3,77 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 11.512 | 11,67 | 2.042 | 13,45 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 1.472 | 0,00 | 271 | 3,83 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 13.977 | 5,94 | 2.576 | 10,04 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 2.549 | 452 | ||||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 1.975 | 0,00 | 350 | 1,74 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 1.939 | -7,75 | 344 | -6,28 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 1.841 | 0,82 | 326 | 2,52 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 502 | -57,35 | 89 | -56,59 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 33.199 | -0,19 | 6.118 | 3,70 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 3.000 | 0,00 | 553 | 3,76 | ||||
| 2026-02-02 | 13F | Kornitzer Capital Management Inc /ks | 1.556 | 0,00 | 276 | 1,48 | ||||
| 2026-02-23 | 13F | Investments & Financial Planning, LLC | 2.682 | -0,45 | 476 | 1,06 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 12.415 | -8,71 | 2.288 | -5,18 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 145.954 | -0,08 | 26.896 | 3,81 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 87.092 | 1,39 | 16.085 | 7,97 | ||||
| 2026-01-06 | 13F | Clark Financial Services Group Inc /bd | 3.012 | -73,91 | 545 | -73,00 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 20.551 | 3,54 | 3.645 | 5,19 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 61.840 | 650,49 | 11.396 | 679,95 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 16.527 | -44,77 | 2.931 | -43,88 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 52.670 | 17,34 | 9.706 | 21,92 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 14 | 0,00 | 3 | 0,00 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 3.016 | 0,03 | 556 | 3,93 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 4.547 | -5,72 | 838 | -2,11 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 56 | -90,49 | 10 | -91,18 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 6.646 | 0,41 | 1.179 | 1,99 | ||||
| 2026-04-20 | 13F | City State Bank | 1.467 | 0,00 | 270 | 3,85 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 29.665 | -1,03 | 5.467 | 2,82 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 12.300 | 0,00 | 2.267 | 3,90 | ||||
| 2026-01-15 | 13F | Sollinda Capital Management LLC | 33.992 | 6.029 | ||||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 5.515 | 0,00 | 978 | 1,66 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 280 | 330,77 | 50 | 345,45 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 75 | 13 | ||||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 6.019 | 0,05 | 1 | 0,00 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 22.890 | -0,26 | 4.060 | 1,32 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Fpc Investment Advisory, Inc. | 1.182 | 0,00 | 210 | 1,46 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 6.564 | 2,13 | 1.164 | 3,84 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 153.074 | -2,98 | 28.208 | 0,80 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 43.277 | 3,76 | 7.676 | 5,43 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 551 | 0,92 | 98 | 2,11 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 101 | 0,00 | 18 | 6,25 | ||||
| 2026-02-17 | 13F | Creative Planning | 434.362 | -0,29 | 77.043 | 1,31 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 7.086 | 16,57 | 1.257 | 18,38 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 49 | -95,31 | 9 | -94,56 | ||||
| 2025-11-03 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-04 | 13F | SHP Wealth Management | 27 | 5 | ||||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1.107 | -14,91 | 204 | -11,74 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 16.051 | 0,15 | 2.958 | 4,05 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 436 | 0,00 | 80 | 3,90 | ||||
| 2026-02-04 | 13F | Shade Tree Advisors LLC | 2.469 | 438 | ||||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 178.829 | 1,47 | 31.719 | 3,09 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 94 | 0,00 | 17 | 0,00 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 8.628 | 0,00 | 1.590 | 3,86 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 3.065 | -0,74 | 544 | 0,74 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 1.684 | 1,02 | 299 | 2,41 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 4.676 | -2,73 | 829 | -1,66 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 3.213 | 0,41 | 593 | 4,59 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 1.273 | 0,55 | 226 | 1,35 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 1.850 | 0,00 | 341 | 3,66 | ||||
| 2026-02-13 | 13F | Kennedy Capital Management, Inc. | 1.777 | -80,29 | 315 | -79,99 | ||||
| 2026-02-19 | 13F | Jacobs Equity LLC | 10.226 | 1.814 | ||||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 34.087 | 12,42 | 6.282 | 16,81 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 2.045 | 5,03 | 377 | 8,99 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 14.572 | 6,17 | 2.585 | 7,85 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 1.225 | -9,53 | 214 | -4,05 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1.162 | 0,00 | 214 | 3,88 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 2.164 | 0,98 | 399 | 4,74 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 3.107 | -42,40 | 551 | -41,45 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 71.780 | 2,37 | 12.732 | 4,00 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 5.088 | 3,82 | 938 | 7,83 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 23.495 | -0,76 | 4.167 | 0,82 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 1.460 | 0,00 | 269 | 4,26 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Creekside Partners | 4.027 | 0,15 | 742 | 4,07 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 1.186 | 0,00 | 219 | 3,81 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 1.352 | -3,08 | 249 | 0,81 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 14.701 | -4,78 | 2.607 | -3,27 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 1.714 | 20,79 | 304 | 22,58 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 23.404 | -7,34 | 4.151 | -5,85 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 164.783 | 8,50 | 29.228 | 10,23 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 91 | -9,00 | 17 | -5,88 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 20.690 | 0,00 | 3.813 | 1,79 | ||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 58 | 0,00 | 10 | 0,00 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 781 | -32,15 | 139 | -31,00 | ||||
| 2026-02-13 | 13F | Allianz Se | 237 | 0,00 | 42 | 2,44 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 398 | 71 | ||||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 2.864 | 0,49 | 508 | 2,01 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 2.722 | -0,33 | 502 | 3,51 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 4.125 | 5,77 | 760 | 9,99 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 1.604 | -13,30 | 296 | -10,06 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 79.793 | -2,97 | 14.704 | 0,81 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 40 | 0,00 | 7 | 0,00 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 1.412 | 0,00 | 250 | 1,63 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 1.111 | 205 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1.472 | -2,45 | 271 | 1,50 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 1.322 | -6,64 | 234 | -5,26 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 4.517 | 7,83 | 801 | 9,58 | ||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 3.086 | 58,42 | 569 | 64,64 | ||||
| 2026-02-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 2.444 | -0,08 | 434 | 1,64 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 24.434 | -2,13 | 4.503 | 1,67 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 2.217 | -11,92 | 408 | -8,52 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 72.164 | 58,82 | 12.800 | 61,36 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 110.890 | 0,24 | 20.435 | 4,14 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Ceera Investments, Llc | 1.320 | 7,32 | 234 | 9,35 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 945 | 168 | ||||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BlackRock, Inc. | 2.937 | 20,62 | 521 | 22,35 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 63.399 | 60,21 | 11.683 | 66,47 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 981 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.704.404 | 2,48 | 479.680 | 4,11 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 13.587 | -2,05 | 2.410 | -0,50 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 5.697 | -7,92 | 1 | 0,00 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 38.095 | 0,99 | 6.757 | 2,61 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 83.015 | -0,78 | 14.724 | 0,80 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 1.239 | -8,09 | 228 | -4,60 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 18.868 | 2,50 | 3.477 | 2,21 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 45 | 0,00 | 8 | 14,29 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 2.470 | 0,12 | 455 | 4,12 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 27.051 | 10,35 | 4.798 | 12,13 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 3.229 | 0,31 | 573 | 1,42 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 118 | 0,85 | 21 | 0,00 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 1.655 | -9,61 | 305 | -6,17 | ||||
| 2026-02-04 | 13F | Opinicus Capital, Inc. | 6.076 | -0,33 | 1.078 | 1,22 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 106.315 | 2,02 | 18.857 | 3,66 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 1.221.139 | 10,61 | 225.031 | 14,92 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 5.493 | 975 | ||||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 10.559 | -8,70 | 1.873 | -7,28 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 347.264 | 5,69 | 61.594 | 7,39 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 1.098 | 202 | ||||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 239.879 | -2,38 | 42.547 | -0,82 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 2.830 | -50,00 | 522 | -48,06 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 68.837 | 3,85 | 12.685 | 7,89 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 1.642 | 1,67 | 303 | 5,59 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 1.697 | -5,88 | 0 | |||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 2.400 | 0,00 | 426 | |||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 87 | 0,00 | 16 | 6,67 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 1.357 | -18,89 | 257 | -16,34 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1.117 | 206 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 391 | 24,52 | 72 | 157,14 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 6.465 | 1.155 | ||||||
| 2026-02-09 | 13F | St. Louis Trust Co | 6.588 | 0,00 | 1.169 | 1,57 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 9 | 0,00 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6.590 | 10,66 | 1.214 | 14,96 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 14.145 | -0,99 | 2.509 | 0,56 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 28.012 | 6,54 | 4.968 | 8,24 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 899.090 | 6,12 | 165.684 | 10,26 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 5.958 | 59,01 | 1.098 | 65,21 | ||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 16.420 | 0,00 | 2.912 | 1,61 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 2.627.102 | 5,28 | 465.969 | 7,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 8.756 | -4,25 | 1.613 | -0,55 | ||||
| 2026-02-12 | 13F | Betterment LLC | 3.924.610 | -2,38 | 696 | -0,71 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 8 | 1 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 55.450 | 0,87 | 9.835 | 2,48 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 5.380 | 88,51 | 991 | 95,85 | ||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 2.495 | 0,00 | 443 | 1,61 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 57.117 | 2,08 | 10.799 | 8,82 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 32.963 | 11,75 | 6.074 | 16,09 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 1.323 | 0,00 | 235 | 1,74 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 24.146 | -0,76 | 4.318 | 1,17 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15.357 | -2,93 | 2.830 | 0,86 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 5.587 | -2,55 | 991 | -0,90 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 89.461 | 0,05 | 15.868 | 1,65 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 3.036 | 17,99 | 559 | 22,59 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 30.768 | 0,83 | 5.457 | 1,92 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 9.942 | 0,00 | 1.832 | 3,91 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 2.994 | 8,24 | 552 | 12,45 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 39.375 | -1,71 | 7.256 | 2,13 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 8.904 | 3,90 | 1.579 | 5,55 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 61 | 0,00 | 11 | 10,00 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 1.437 | 25,94 | 265 | 30,69 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 1.487 | 0,00 | 264 | 1,54 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 126.770 | 13,55 | 22 | 15,79 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 68.123 | -6,16 | 13.116 | 1,86 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 25 | -50,00 | 4 | -50,00 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 647 | 0,00 | 59 | 3,51 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 71.072 | 7,48 | 13.097 | 11,67 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 5 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 6.878 | 2,93 | 1.220 | 4,55 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 57.606 | -4,77 | 11.126 | -3,76 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 8.985 | 1.596 | ||||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 1.127 | -1,05 | 208 | 2,48 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.215 | -0,94 | 777 | 2,92 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 2.813 | 1,66 | 518 | 5,71 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 147.982 | 53,02 | 27.270 | 58,99 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 23.154 | 4.267 | ||||||
| 2026-01-23 | 13F | Cove Private Wealth, LLC | 1.500 | -72,25 | 266 | -71,79 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 2.957 | -1,70 | 545 | 2,06 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 6.225 | -73,41 | 1.104 | -72,99 | ||||
| 2026-02-12 | 13F | Howland Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Triumph Capital Management | 207 | 7,25 | 37 | 9,09 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 106.000 | -1,88 | 18.801 | -0,31 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 4.071 | 750 | ||||||
| 2026-02-13 | 13F | Baldwin Investment Management, LLC | 2.833 | 0,89 | 503 | 2,45 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 31 | 0,00 | 6 | 0,00 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 1.626 | -6,28 | 300 | -2,61 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 2.420 | 0,00 | 429 | 1,66 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 2.821 | -0,28 | 500 | 1,01 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 1.675 | 0,00 | 297 | 1,71 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 23.867 | -0,77 | 4.233 | 0,83 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 919 | 0,00 | 163 | 1,88 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 1.814 | 545,55 | 322 | 555,10 | ||||
| 2026-02-12 | 13F | Elite Financial, Inc. | 12.116 | 38,29 | 2 | 100,00 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.120 | 2,47 | 200 | 5,26 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 2.018 | 358 | ||||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 495 | 0,00 | 91 | 4,60 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 17.147 | -15,87 | 3.160 | -12,61 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 7.043 | 3,79 | 1.239 | 4,12 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 8.727 | 7,49 | 1.608 | 11,67 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 9.876 | -1,09 | 1.752 | 0,46 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 9.508 | -7,06 | 1.752 | -3,42 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 1.022.955 | 15,39 | 181.441 | 17,23 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 1.543 | 0,00 | 274 | 1,49 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2.162 | -9,08 | 399 | -5,91 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 6.276 | 0,51 | 1.113 | 2,11 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 3.584 | 0,03 | 636 | 1,60 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 9.869 | 1.819 | ||||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 6.807 | 1,34 | 1.254 | 5,29 | ||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 13.695 | 6,05 | 2.429 | 7,76 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 15.525 | 15,50 | 2.754 | 16,80 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 1.620 | -4,14 | 301 | 3,45 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 6.995 | 32,51 | 1.289 | 37,71 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 10.463 | 1.856 | ||||||
| 2026-04-28 | 13F | Bfsg, Llc | 353 | 292,22 | 65 | 333,33 | ||||
| 2026-02-02 | 13F | Grantvest Financial Group LLC | 2.988 | -4,81 | 530 | -3,28 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 22.965 | 1,33 | 4.073 | 2,93 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 61.710 | -0,10 | 10.946 | 1,00 | ||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 1.127 | 201 | ||||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 2.298 | 0,00 | 423 | 3,93 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 1.567 | 0,00 | 278 | 1,47 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 272.291 | 132,63 | 48 | 140,00 | ||||
| 2026-02-13 | 13F | Avant Capital LLC | 17.199 | -5,06 | 3.051 | -3,54 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 29.585 | 10,24 | 5.248 | 12,02 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 1.527 | 0,00 | 281 | 4,07 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 1.150 | 0,00 | 204 | 1,50 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 8.313 | -31,94 | 1.547 | -30,64 | ||||
| 2026-04-15 | 13F | City Holding Co | 5.856 | -3,24 | 1.079 | 0,56 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 110 | 0,92 | 20 | 0,00 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 2.588 | 0,31 | 477 | 4,16 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 50.114 | 2,81 | 9.235 | 6,81 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 20.721 | -2,54 | 3.819 | 1,25 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 16.200 | -0,43 | 2.985 | 3,47 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 1.915 | 0,00 | 340 | 1,50 | ||||
| 2026-04-28 | 13F | Townsend & Associates, Inc | 1.885 | 0,00 | 362 | 3,44 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 8.787 | 0,00 | 1.559 | 1,56 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 166 | 0,00 | 31 | 3,45 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 1.995 | 0,10 | 368 | 3,97 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 3.477 | -81,89 | 641 | -81,20 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 677.184 | -0,73 | 119.485 | 0,34 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 91.068 | 4,15 | 16.153 | 5,82 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 8.482 | 2,17 | 1.563 | 6,18 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 750 | 0,13 | 133 | 1,53 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 10.856 | -1,23 | 1.926 | 0,36 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 64 | 0,00 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Mawer Investment Management Ltd. | 1.657 | 294 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 20.130 | 20,03 | 3.710 | 24,71 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 42.399 | -0,29 | 7.520 | 1,31 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 545 | 0,18 | 100 | 4,17 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 11.389 | -5,30 | 2.099 | -1,64 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 4.178 | -1,60 | 770 | 2,12 | ||||
| 2026-02-02 | 13F | Your Advocates Ltd., LLP | 58 | 0,00 | 10 | 0,00 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 101.554 | 273,91 | 18.013 | 278,01 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 266.450 | -5,86 | 47.260 | -4,36 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 1.249 | 230 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 8.936 | 0,06 | 1.647 | 3,91 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 8.969 | -0,33 | 1.653 | 3,51 | ||||
| 2026-02-12 | 13F | RMR Capital Management, LLC | 11.433 | -5,67 | 2.028 | -4,16 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 295 | 0,00 | 52 | 1,96 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 3.118 | -66,77 | 575 | -65,50 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1.201 | 221 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 1.154 | 213 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 44.441 | -0,36 | 8.190 | 3,53 | ||||
| 2026-02-12 | 13F | Earnest Partners Llc | 1.207 | 214 | ||||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 4.001 | 710 | ||||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 2.967 | 0,00 | 526 | 1,74 | ||||
| 2026-01-21 | 13F | Culbertson A N & Co Inc | 18.416 | 10,90 | 3.266 | 12,66 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 1.022 | 0,00 | 181 | 1,12 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 45.020 | 4,67 | 7.985 | 6,35 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 18.533 | -64,24 | 3.415 | -62,85 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 3.937 | -22,45 | 725 | -17,80 | ||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 3.541 | 0,03 | 628 | 1,62 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 25 | 5 | ||||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 2.051 | 364 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 350 | 0,57 | 62 | 3,33 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 5.595 | 0,90 | 1.031 | 4,78 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 3.620 | 8,16 | 642 | 18,67 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 3.718 | -6,30 | 660 | -4,77 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 9.817 | 18,62 | 1.809 | 23,31 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 48.216 | 6,05 | 8.552 | 7,75 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 1.132 | 201 | ||||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 2 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Crews Bank & Trust | 186 | 416,67 | 33 | 433,33 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 455 | 0,00 | 84 | 3,75 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 17.189 | -7,13 | 3.049 | -5,66 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 3.122.050 | 2,79 | 553.758 | 4,43 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 3.414 | -3,34 | 629 | 0,48 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 2.243 | 9,63 | 411 | 15,45 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 8.518 | -10,85 | 1.511 | -9,47 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 30.384 | -1,70 | 5.599 | 2,13 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 8.142 | 0,53 | 1.444 | 2,19 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9.667 | -59,53 | 1.781 | -57,97 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 1.825 | 0,00 | 336 | 4,02 | ||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 1.476 | 6,49 | 262 | 8,30 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 2.700 | 0,00 | 498 | 3,97 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 127 | 23 | ||||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 173.410 | 0,12 | 31 | 0,00 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 1.342 | 0,15 | 247 | 4,22 | ||||
| 2026-01-27 | 13F | Seeds Investor Llc | 8.493 | 1,18 | 1.506 | 2,80 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 28.848 | 0,40 | 5.316 | 4,32 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 7.445 | -19,58 | 1.372 | -16,50 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 8.169 | -19,49 | 1.505 | -16,34 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 1.311 | 240 | ||||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 2.507 | 133,64 | 595 | 218,18 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 1.703 | 314 | ||||||
| 2026-02-18 | 13F | Caitlin John, LLC | 226 | 0,89 | 40 | 2,56 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 5.594 | -11,47 | 992 | 8,30 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 1.949 | 0,00 | 346 | 1,47 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 70.003 | 0,53 | 12.417 | 2,14 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 929 | 0,00 | 165 | 1,23 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 380 | 67 | ||||||
| 2026-02-06 | 13F | Wrapmanager Inc | 2.372 | -24,02 | 421 | -22,94 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 57.353 | 4,99 | 10.173 | 6,66 | ||||
| 2026-02-17 | 13F | AIMZ Investment Advisors, LLC | 18.531 | 15,44 | 3.287 | 17,27 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 2.043 | 0,74 | 362 | 2,26 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 2.913 | -7,02 | 537 | -3,42 | ||||
| 2026-02-02 | 13F | Payne Capital Management, LLC | 74.302 | 3,75 | 13.179 | 5,42 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 4.785 | 0,00 | 882 | 3,89 | ||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 2.867 | 37,90 | 509 | 40,33 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 231 | 0,00 | 41 | 0,00 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Adviser Investments LLC | 3.718 | 2,85 | 659 | 4,44 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 5.105 | 15,60 | 905 | 17,53 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 3.345 | -0,36 | 616 | 3,53 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 31.057 | -2,63 | 5.723 | 1,17 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 31.279 | -0,48 | 5.764 | 3,41 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 63.487 | -0,58 | 11.699 | 3,29 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 4.024 | -29,58 | 741 | -26,85 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.468.370 | 0,51 | 260.445 | 2,12 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 17 | 0,00 | 3 | 50,00 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 140.164 | 1,60 | 24.861 | 3,23 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 979 | -1,11 | 180 | 2,86 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 48.526 | 1,91 | 8.607 | 3,54 | ||||
| 2026-02-13 | 13F | Croban | 3.489 | -12,67 | 619 | -11,33 | ||||
| 2026-02-10 | 13F | Bruce G. Allen Investments, LLC | 28.261 | 4,91 | 5.013 | 6,57 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 1.917 | 0,95 | 353 | 5,06 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 3.088 | -0,16 | 569 | 3,83 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 2.432 | 0,00 | 431 | 1,65 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 1.151 | 204 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 53.227 | -2,05 | 9.809 | 1,76 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 6.451 | 0,00 | 1.200 | 1,95 | ||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 4.806 | -1,76 | 909 | 6,45 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 264 | -32,13 | 47 | -31,34 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 708.046 | 5,51 | 125.586 | 7,19 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 265 | 47 | ||||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 586 | -20,60 | 104 | -19,53 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 1.730 | -2,48 | 319 | 1,27 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 15.702 | -0,05 | 2.894 | 3,84 | ||||
| 2026-01-30 | 13F | Spreng Capital Management, Inc. | 4.450 | -7,70 | 789 | -6,18 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 284 | 0,35 | 52 | 4,00 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 3.457 | 0,14 | 613 | 1,32 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 1.900 | 0,00 | 350 | 3,86 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 58.505 | 6,65 | 11 | 11,11 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 384 | 1,05 | 68 | 3,03 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4.798 | -24,26 | 884 | -21,28 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 10.696 | -0,04 | 1.897 | 1,55 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 1.979 | 0,00 | 351 | 1,74 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 46.740 | -3,40 | 8.613 | 0,37 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 1.168 | 215 | ||||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 223 | 1,36 | 39 | 2,63 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 6.453 | 4,33 | 1.145 | 6,02 | ||||
| 2026-04-28 | 13F | Q3 Asset Management | 20.909 | 4 | ||||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 36.851 | 2,68 | 6.536 | 4,33 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 5.387 | 0,54 | 993 | 4,42 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 1.406 | 0,00 | 260 | 7,00 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 21.194 | -45,22 | 3.906 | -43,09 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 5.876 | -2,20 | 1.042 | -0,57 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 739 | -0,67 | 136 | 3,82 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 11.233 | -6,83 | 1.992 | -5,32 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 68.962 | 0,98 | 12.232 | 2,59 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 81.461 | -1,88 | 14.449 | -0,31 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 2.164 | -1,14 | 399 | 1,02 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 109.235 | 19.375 | ||||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 2.312 | -3,34 | 410 | -1,68 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 3.416 | -20,06 | 630 | -16,91 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 32.737 | 1,90 | 6.033 | 5,86 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 3.444 | 0,00 | 635 | 3,93 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 122 | 0,00 | 22 | 0,00 | ||||
| 2026-01-26 | 13F | Zeit Capital LLC | 35.238 | -0,30 | 6.250 | 1,30 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 5.275 | 0,00 | 972 | 3,96 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 129.119 | -1,45 | 23.794 | 2,39 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 1.768 | 5,62 | 328 | 120,95 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 3.906.096 | 133,21 | 692.824 | 151,52 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3.547 | 37,85 | 654 | 43,20 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.134.692 | -2,39 | 201.260 | -0,83 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 3.871 | -0,49 | 687 | 1,03 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 184 | 33 | ||||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 2.120 | 0,00 | 376 | 1,62 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 5.201 | 7,13 | 923 | 8,85 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 217 | 38 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 328 | 0,92 | 60 | 5,26 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 15.393 | 20,08 | 2.842 | 19,66 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 31 | 0,00 | 5 | 0,00 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 31.322 | 3,13 | 5.556 | 4,77 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 295.737 | 0,45 | 54.498 | 4,36 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 4.246 | 12,09 | 782 | 16,54 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 53 | 9 | ||||||
| 2025-11-04 | 13F | Morling Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2.843 | 211,39 | 504 | 216,98 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1.048 | 50,79 | 195 | 56,45 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 3.305 | -20,21 | 586 | -18,95 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 40.389 | 3,30 | 7.164 | 4,95 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 10.500 | 0,00 | 1.862 | 1,58 | ||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 4.402 | 0,00 | 781 | 1,56 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 11.587 | 267,14 | 2.055 | 272,96 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 1.630 | 9,03 | 300 | 13,21 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 4.874 | -51,70 | 864 | -50,94 | ||||
| 2026-02-13 | 13F | Aviso Wealth Management | 3.104 | 3,19 | 551 | 4,76 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1.168 | -3,55 | 215 | 0,47 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 5.058 | 373,60 | 905 | 389,19 | ||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 3.354 | 0,00 | 595 | 1,54 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 51 | 0,00 | 9 | 12,50 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 175.901 | 3,65 | 31.199 | 5,30 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 26.385 | 0,86 | 4.862 | 4,78 | ||||
| 2025-11-10 | 13F | DecisionPoint Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 21 | 0,00 | 4 | 0,00 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 2.418 | 0,04 | 446 | 3,97 | ||||
| 2026-04-07 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Evergreen Wealth Partners LLC | 2.026 | 359 | ||||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 224 | 0,00 | 40 | 0,00 | ||||
| 2026-04-16 | 13F | Friday Financial | 6.910 | 3,88 | 1.273 | 7,97 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 796 | 14,20 | 0 | |||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 1.631 | 0,00 | 301 | 3,81 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 1.429 | -0,76 | 259 | 1,57 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 100 | 0,00 | 18 | 0,00 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 60.826 | 55,51 | 10.789 | 67,72 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 26.915 | -0,48 | 4.774 | 1,06 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 7.221 | -0,06 | 1.281 | 1,51 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 9.128 | -42,91 | 1.744 | -37,15 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 57 | 0,00 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 3.814 | -21,07 | 676 | -19,81 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 1.145 | 0,53 | 211 | 4,48 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 2.414 | 0,00 | 428 | 1,66 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 8.368 | -89,25 | 1.484 | -89,08 | ||||
| 2026-02-14 | 13F | Bank of Marin | 2.439 | -0,73 | 433 | 0,93 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 1.130 | 208 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 4.750.549 | -0,10 | 842.605 | 1,49 | ||||
| 2026-02-13 | 13F | Pingora Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 5.476 | -3,68 | 1.009 | 0,10 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 3.887 | -4,43 | 1 | |||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 3.763 | 1,02 | 667 | 2,62 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 41.364 | 48,16 | 7.337 | 50,51 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 35 | 0,00 | 6 | 0,00 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 23.669 | -10,95 | 4.198 | -9,53 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 1.906 | 0,00 | 360 | 6,51 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 784.889 | 1.076 | ||||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 2.060 | -18,74 | 365 | -17,42 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 1.172 | 0,34 | 216 | 2,87 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 15.663 | -0,73 | 2.778 | 0,87 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 49.808 | -0,71 | 8.834 | 0,37 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 25.826 | 1,46 | 4.581 | 3,08 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 107 | 0,00 | 19 | 0,00 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3.696 | -16,32 | 681 | -13,03 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 80.082 | 2,92 | 15 | 7,69 | ||||
| 2026-02-12 | 13F | Compass Capital Management, Inc | 2.170 | 385 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 16.783 | -4,26 | 3.182 | 0,76 | ||||
| 2025-11-12 | 13F | Dunhill Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 2.082 | 78,41 | 384 | 85,92 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 17.443 | 3.094 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 1.089 | 0,09 | 201 | -0,50 |
Other Listings
| US:VOE | 192,15 $ |
