Grundlæggende statistik
| Institutionelle ejere | 1081 total, 1078 long only, 0 short only, 3 long/short - change of 2,65% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3884 % - change of -17,39% MRQ |
| Institutionelle aktier (lange) | 38.048.803 (ex 13D/G) - change of 1,10MM shares 2,98% MRQ |
| Institutionel værdi (lang) | $ 10.381.132 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (GB:0LOA) har 1081 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 38,048,803 aktier. Største aktionærer omfatter Morgan Stanley, Assetmark, Inc, Bank Of America Corp /de/, Royal Bank Of Canada, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., Pnc Financial Services Group, Inc., Truepoint, Inc., UBS Group AG, and Vantagepoint Investment Advisers Llc .
Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (LSE:0LOA) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Umb Bank N A/mo | 9.578 | 0,04 | 2.674 | -4,94 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 32.070 | 3,57 | 8.952 | -1,59 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 2.990 | -0,23 | 835 | -5,23 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 3.387 | 1,62 | 945 | -3,47 | ||||
| 2026-01-07 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 181 | 51 | ||||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 21.967 | 3,09 | 6.132 | -2,06 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 12.363 | -4,36 | 3.451 | -9,11 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 21.454 | -0,02 | 5.989 | -5,01 | ||||
| 2026-01-15 | 13F | Founders Capital Management | 110 | 0,00 | 31 | -6,25 | ||||
| 2026-01-23 | 13F | Axiom Financial Strategies, LLC | 50.304 | 2,39 | 14.042 | -2,72 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 6.148 | -1,74 | 1.716 | -6,64 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 75.344 | -1,60 | 21.032 | -6,51 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 3.873 | 24,33 | 1.081 | 18,14 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 5.545 | -1,84 | 1.548 | -6,75 | ||||
| 2025-10-07 | 13F | Cooper Financial Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 35 | 10 | ||||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 7.672 | 1,24 | 2.141 | -3,82 | ||||
| 2026-01-14 | 13F | Meriwether Wealth & Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Huntington National Bank | 603 | -1,47 | ||||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 15.068 | -37,18 | 4.206 | -40,32 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.242 | -9,01 | 347 | -13,72 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 87.075 | 0,48 | 24.306 | -4,54 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 2.837 | 12,67 | 792 | 7,04 | ||||
| 2026-01-20 | 13F | Nvwm, Llc | 15 | 0,00 | 4 | 0,00 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 102.874 | -0,74 | 28.716 | -5,69 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 999 | 0,00 | 279 | -5,12 | ||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 42.450 | 4,94 | 11.849 | -0,29 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 834 | 0,00 | 233 | -4,92 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 5.679 | -9,77 | 1.585 | -14,28 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 52.480 | -48,41 | 14.649 | -50,98 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 3.252 | -0,46 | 908 | -5,32 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 4.894 | 100,00 | 1.366 | 90,25 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 458 | 205,33 | 128 | 195,35 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 24.773 | -1,90 | 6.915 | -6,78 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 18.393 | -1,58 | 5.134 | -4,98 | ||||
| 2026-02-11 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6.998 | -4,35 | 1.917 | -11,17 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 928 | 0,00 | 259 | -4,78 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 2.715 | -54,93 | 758 | -57,21 | ||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 5.487 | 1.532 | ||||||
| 2026-01-13 | 13F | Argentarii, LLC | 1.096 | -7,35 | 306 | -12,10 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 2 | 1 | ||||||
| 2026-02-10 | 13F | Zhang Financial LLC | 1.111 | 0,09 | 310 | -4,91 | ||||
| 2025-10-21 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Beacon Financial Strategies CORP | 338 | 94 | ||||||
| 2026-01-30 | 13F | Caldwell Trust Co | 1.281 | 4,40 | 358 | -0,83 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 902.235 | 22,12 | 251.850 | 16,03 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 1.278 | 0,00 | 357 | -5,07 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 3.813 | -0,26 | 1.064 | -5,25 | ||||
| 2026-02-05 | 13F | Odyssey Capital Advisors, Inc. | 840 | 234 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 8.760 | -2,57 | 2.445 | -7,42 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Avion Wealth | 5 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 6.862 | -47,01 | 1.915 | -49,66 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 4.337 | 1.211 | ||||||
| 2026-01-23 | 13F | Old North State Wealth Management, LLC | 1.746 | -0,80 | 488 | -5,61 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 4 | 1 | ||||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 5.884 | 28,64 | 1.642 | 22,26 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 4.591 | 0,00 | 1.282 | -4,97 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 32.111 | -16,25 | 8.964 | -20,43 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 2.486 | -2,28 | 694 | -7,23 | ||||
| 2026-01-21 | 13F | First United Bank Trust/ | 18.508 | 5,93 | 5.166 | 0,64 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 248 | 0,00 | 69 | -4,17 | ||||
| 2026-01-26 | 13F | DeLarme Wealth Management, Inc. | 3.709 | 1.035 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 281.923 | 8,68 | 78.696 | 3,26 | ||||
| 2026-02-17 | 13F | Tannin Capital LLC | 3.694 | 1.031 | ||||||
| 2026-02-05 | 13F | Triton Wealth Management, PLLC | 1.873 | -0,11 | 508 | -7,48 | ||||
| 2026-02-09 | 13F | Powell Investment Advisors, LLC | 2.109 | 0,00 | 589 | -5,16 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 156 | 0,00 | 44 | -4,44 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 25 | -60,94 | 7 | -66,67 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 2.058 | -3,65 | 574 | -8,45 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 10.521 | 0,90 | 2.937 | -4,15 | ||||
| 2025-09-29 | NP | GIAX - Nicholas Global Equity and Income ETF | 35.381 | 13,55 | 10.302 | 32,84 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 33 | 0,00 | 9 | 0,00 | ||||
| 2026-02-02 | 13F | Reynders McVeigh Capital Management, LLC | 1.500 | 0,00 | 0 | |||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 10.029 | -5,32 | 2.799 | -10,06 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 2.095 | -0,62 | 585 | -5,49 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 786 | 219 | ||||||
| 2026-02-13 | 13F | Creekside Partners | 1.511 | 0,27 | 422 | -4,75 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 1.576 | 0,64 | 463 | 4,04 | ||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 997 | 0,00 | 278 | -4,79 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 5.867 | -0,27 | 1.638 | -5,38 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 1.293 | 11,18 | 361 | 5,57 | ||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 901 | 252 | ||||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 16.354 | 0,06 | 4.565 | -4,92 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 19.077 | 2,43 | 5.325 | -2,67 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 7.050 | 1.968 | ||||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 19.003 | 5.304 | ||||||
| 2026-01-27 | 13F | Cardinal Strategic Wealth Guidance | 44 | 0,00 | 12 | 0,00 | ||||
| 2026-01-27 | 13F | Sterling Investment Counsel, LLC | 5.707 | 407,29 | 1.476 | 346,97 | ||||
| 2025-10-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Kieckhefer Group Llc | 23.527 | -0,42 | 6.567 | -5,39 | ||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 2 | 1 | ||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 2.158 | 0,14 | 603 | -4,90 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 24.834 | -3,29 | 6.932 | -8,11 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 2.399 | -29,02 | 670 | -32,56 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 767 | 0,00 | 214 | -4,89 | ||||
| 2026-02-12 | 13F | Valley Forge Investment Consultants Inc Adv | 1.903 | 35,44 | 531 | 28,88 | ||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 934 | 0,21 | 261 | -4,76 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 1.828 | -5,92 | 510 | -10,53 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 1.296 | 29,47 | 362 | 22,79 | ||||
| 2026-01-26 | 13F | Welch Group, LLC | 893 | 0,00 | 249 | -4,96 | ||||
| 2026-02-12 | 13F | Gould Capital, LLC | 4 | 0,00 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 7.287 | 2.034 | ||||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 23 | 7 | ||||||
| 2026-01-16 | 13F | DiNuzzo Private Wealth, Inc. | 249 | 0,00 | 70 | -2,82 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 3.165 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 275 | 9,13 | 77 | 2,70 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 3.022 | -2,14 | 844 | -7,06 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 817 | 0,00 | 228 | -5,00 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 838 | -45,05 | 234 | -47,87 | ||||
| 2026-02-03 | 13F | Sound Financial Strategies Group, LLC | 7 | 40,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 2.204 | -2,43 | 615 | -7,24 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 1.812 | 0,06 | 506 | -5,08 | ||||
| 2026-02-17 | 13F | AIMZ Investment Advisors, LLC | 1.285 | 359 | ||||||
| 2026-02-10 | 13F | One Capital Management, LLC | 2.270 | -16,76 | 634 | -20,97 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 28.131 | 8.265 | ||||||
| 2026-01-08 | 13F | Stephens Group Asset Management, Llc | 454.773 | 1,57 | 126.945 | -3,50 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 6.846 | 14,83 | 1.911 | 9,08 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 1.544 | 0,00 | 431 | -5,08 | ||||
| 2026-01-28 | 13F | Family Wealth Group, LLC | 2.071 | 171,78 | 578 | 159,19 | ||||
| 2026-01-29 | 13F | KC Investment Advisors, LLC | 2.448 | 2,00 | 683 | -3,67 | ||||
| 2026-01-05 | 13F | Holos Integrated Wealth LLC | 597 | 0,00 | 168 | -2,34 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 3.436 | -53,05 | 959 | -55,40 | ||||
| 2026-01-28 | 13F | Rothschild & Co Wealth Management UK Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 1.826 | 0,05 | 510 | -5,04 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 10.349 | 3,81 | 2.889 | -1,37 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 330 | 0,00 | 92 | -4,17 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Harris Associates L P | 700 | 0,00 | 195 | -4,88 | ||||
| 2026-01-14 | 13F | Barnes Dennig Private Wealth Management LLC | 69 | -44,35 | 19 | -47,22 | ||||
| 2026-02-05 | 13F | Cdm Financial Counseling Services, Inc. | 1.145 | 320 | ||||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 2.908 | 4,45 | 812 | -0,73 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 106.471 | 6,44 | 29.720 | 1,13 | ||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 32.398 | 0,32 | 9.044 | -4,69 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 101.398 | 38,98 | 28.304 | 32,05 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 185 | -7,96 | 52 | -13,56 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 97.285 | 3,12 | 27.156 | -2,02 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 20.054 | 2,45 | 5.598 | -2,66 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 14.289 | -1,04 | 3.989 | -6,08 | ||||
| 2026-01-15 | 13F | Wright Fund Managment, LLC | 37.660 | -61,44 | 10.512 | -63,36 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 259 | 0,00 | 72 | -5,26 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 4.701 | 5,62 | 1.318 | 0,15 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 408 | -0,73 | 114 | -5,83 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 72.212 | 1,82 | 20.157 | -3,25 | ||||
| 2025-10-31 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 370 | 0,00 | 103 | -4,63 | ||||
| 2026-02-13 | 13F | Carl Stuart Investment Advisor, Inc | 7.461 | -1,07 | 2.083 | -6,00 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 1.213 | 30,43 | 339 | 23,81 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 1.252 | 349 | ||||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 583 | 570,11 | 163 | 548,00 | ||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 2.308 | 0,00 | 644 | -5,01 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 5.045 | 7,45 | 1.408 | 2,10 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 2.957 | 0,34 | 825 | -4,62 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 26.604 | -32,95 | 7.426 | -36,30 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 89.061 | 14,89 | 21.910 | -3,79 | ||||
| 2026-01-22 | 13F | City Holding Co | 6.053 | -0,66 | 1.690 | -5,59 | ||||
| 2025-10-06 | 13F | Von Berge Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 36.160 | 2,10 | 10.094 | -2,99 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 7.600 | 2.121 | ||||||
| 2026-02-05 | 13F | Berman McAleer LLC | 13.834 | 3.862 | ||||||
| 2026-01-08 | 13F | Moller Financial Services | 1.482 | -54,76 | 414 | -57,07 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 51.124 | 20,95 | 14.271 | 14,91 | ||||
| 2026-01-23 | 13F | Patten Group, Inc. | 1.300 | -13,91 | 363 | -18,28 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 24.636 | 3,35 | 6.877 | -1,81 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 473 | 0,21 | 132 | -4,35 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 3.485 | 15,97 | 973 | 10,20 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 24.717 | 12,71 | 6.900 | 7,09 | ||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 2.833 | -6,44 | 791 | -11,14 | ||||
| 2026-01-08 | 13F | Agate Pass Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Ascent Group, LLC | 27.422 | -0,68 | 7.655 | -5,63 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 165.013 | 3,77 | 46.062 | -1,41 | ||||
| 2026-01-26 | 13F | Bernardo Wealth Planning LLC | 2.720 | 0,00 | 759 | -5,01 | ||||
| 2026-02-05 | 13F | Everstar Asset Management, LLC | 1.670 | 0,00 | 466 | -4,90 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 71 | 20 | ||||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 2.343 | -0,76 | 654 | -5,63 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cordoba Advisory Partners LLC | 14.503 | 4.051 | ||||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 7.083 | 10,22 | 1.977 | 4,77 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 3.467 | 4,81 | 968 | -0,41 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 10.273 | 76,69 | 2.868 | 67,86 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 37.299 | 1,80 | 10.412 | -3,28 | ||||
| 2026-01-21 | 13F | Capital Management Associates, Inc | 3.520 | 983 | ||||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 692 | -1,42 | 193 | -6,31 | ||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 4.821 | 63,04 | 1.346 | 54,95 | ||||
| 2026-01-12 | 13F | Shira Ridge Wealth Management | 5.093 | -67,31 | 1.422 | -68,95 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 13.192 | 9,05 | 3.682 | 3,60 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 19.735 | -5,30 | 5.509 | -10,03 | ||||
| 2026-01-23 | 13F | Tectonic Advisors Llc | 1.595 | 17,28 | 445 | 11,53 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 20.785 | 19,64 | 5.802 | 13,66 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 332.626 | -6,91 | 92.849 | 89.177,88 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 5.644 | 67,48 | 1.576 | 59,09 | ||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 23.353 | -1,18 | 6.519 | -6,11 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 809 | -87,68 | 226 | -88,34 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 9.481 | 0,00 | 2.647 | -4,99 | ||||
| 2026-01-27 | 13F | Silver Coast Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 20.800 | 278,18 | 5.806 | 259,50 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 27.200 | 97,10 | 7.593 | 87,27 | |||
| 2026-01-23 | 13F | Assetmark, Inc | 2.218.378 | 2,85 | 619.238 | -2,28 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 900 | 251 | |||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 25 | 0,00 | 7 | -14,29 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 68 | -8,11 | 19 | -14,29 | ||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 824 | 0,00 | 230 | -4,96 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 16.739 | -36,75 | 4.673 | -39,91 | ||||
| 2026-01-12 | 13F | Asset Allocation & Management Company, LLC | 7.329 | 0,00 | 2 | 0,00 | ||||
| 2026-01-12 | 13F | Scott Capital Advisors, LLC | 1.144 | 0,00 | 319 | -5,90 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 1.966 | 0,00 | 549 | -5,03 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 1.041 | 0,00 | 291 | -4,92 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 161.397 | 0,63 | 45.052 | -4,39 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 5.732 | 3,63 | 1.600 | -1,48 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 1.122 | 30,47 | 313 | 24,21 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 2.229 | -27,09 | 622 | -30,66 | ||||
| 2026-01-21 | 13F | Long Island Wealth Management, Inc. | 996 | 0,00 | 278 | -4,79 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 3.475 | 0,00 | 970 | -4,90 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 889 | 248 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 5 | 0,00 | 1 | 0,00 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 1.316 | 0,38 | 367 | -4,68 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 4.897 | 258,23 | 1.414 | 249,75 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 3.394 | 0,00 | 947 | -5,02 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 24.637 | -0,75 | 6.877 | -5,69 | ||||
| 2026-01-05 | 13F | Roxbury Financial LLC | 110 | 0,00 | 31 | -6,25 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 5.826 | 164,46 | 1.626 | 151,31 | ||||
| 2026-01-13 | 13F | Compton Wealth Advisory Group, LLC | 45.794 | -1,61 | 12.783 | -6,52 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 4.005 | 0,00 | 1.118 | -5,02 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 6.923 | 1.932 | ||||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | WP Advisors, LLC | 2.107 | 0,33 | 588 | -4,70 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 615 | 0,00 | 172 | -5,00 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 20.949 | -3,57 | 5.848 | -8,38 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 6.416 | 0,00 | 1.791 | -5,14 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 4.083 | 8,10 | 1.170 | 5,41 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 900 | 0,00 | 264 | 3,54 | ||||
| 2026-01-26 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 30.746 | 7,85 | 8.582 | 2,47 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 18.493 | 83,64 | 5.162 | 74,51 | ||||
| 2026-02-09 | 13F | Redmond Asset Management, LLC | 1.013 | 0,00 | 283 | -5,05 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 45 | 12 | ||||||
| 2026-02-03 | 13F | Kassira Wealth Management LLC | 8.216 | 0,38 | 2.293 | -4,62 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 1.855 | 0,05 | 518 | -4,96 | ||||
| 2026-01-20 | 13F | Westwood Wealth Management | 8.828 | 2.464 | ||||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 105 | 29 | ||||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 1.828 | 510 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 36.218 | 6,68 | 10.110 | 1,36 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 558 | 0,18 | 156 | -4,91 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 1.689 | -10,59 | 471 | -15,14 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 20.809 | -1,77 | 5.810 | -6,18 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 9.140 | -5,77 | 2.551 | -10,46 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 4.470 | 7,30 | 1.248 | 1,88 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 1.050 | 3,96 | 293 | -1,35 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 22.069 | 3,75 | 6.160 | -1,42 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 5.115 | 1.428 | ||||||
| 2026-01-20 | 13F | Madison Park Capital Advisors, LLC | 1.481 | 0,34 | 413 | -4,62 | ||||
| 2026-02-13 | 13F | Commerce Bank | 49.451 | 3,62 | 13.804 | -1,55 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 60 | 0,00 | 18 | 0,00 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 26 | 7 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 944 | 3,28 | 263 | -1,87 | ||||
| 2026-02-10 | 13F | Arcadia Investment Management Corp/mi | 508 | 0,00 | 142 | -5,37 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 230 | -27,22 | 64 | -30,43 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 32.364 | 24,33 | 9.034 | 18,14 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 1.776 | -0,67 | 496 | -5,71 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 2.917 | 0,86 | 814 | -4,12 | ||||
| 2026-01-05 | 13F | GoalVest Advisory LLC | 1.117 | 0,00 | 312 | -5,18 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 6.107 | -0,89 | 1.705 | -5,86 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 23.893 | -0,43 | 6.670 | -5,40 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 4.735 | 10,12 | 1.322 | 4,59 | ||||
| 2026-02-02 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 181.462 | 1,30 | 50.653 | -3,75 | ||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 6.824 | -0,16 | 1.905 | -5,18 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 5.437 | 0,00 | 1.518 | -5,01 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 30 | 0,00 | 8 | 0,00 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 925 | 0,00 | 258 | -4,80 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 55 | 0,00 | 16 | 0,00 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 2.767 | 0,00 | 772 | -4,93 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 2.884 | 8,91 | 805 | 3,60 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 6.025 | -2,03 | 1.682 | -6,92 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 113.656 | 6,47 | 31.732 | 1,15 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 5.462 | 1,09 | 1.525 | -3,97 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 26.609 | 9,99 | 7.428 | 4,50 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 295 | 0,00 | 87 | 3,61 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 6.740 | 11,15 | 1.881 | 5,61 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 7.762 | 76,81 | 2.167 | 68,04 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 1.559 | 0,00 | 435 | -5,02 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 1.197 | -53,64 | 334 | -55,94 | ||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 15.156 | -1,93 | 4.231 | -6,83 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 7 | 2 | ||||||
| 2026-01-28 | 13F | Davis Capital Management | 20 | -31,03 | 6 | -37,50 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 10.095 | -3,11 | 2.819 | -7,88 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 158.280 | -48,74 | 44.217 | -51,07 | ||||
| 2025-11-05 | 13F | Wells Trecaso Financial Group, LLC | 6.095 | -28,12 | 1.791 | -25,76 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 29.342 | 1,32 | 8.191 | -3,73 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 12.847 | 0,60 | 3.586 | -3,99 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 408 | 0,00 | 114 | -5,04 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 878 | 4,52 | 245 | -0,41 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 174.148 | 676,30 | 48.612 | 637,65 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 104.768 | -1,10 | 29.245 | -6,03 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 5.343 | 1.491 | ||||||
| 2026-02-06 | 13F | Americana Partners, LLC | 7.755 | 0,00 | 2.165 | -5,00 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 3.218 | 10,28 | 898 | 4,78 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 1.105 | -0,72 | 308 | -5,52 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 9.107 | -0,01 | 2.542 | -4,97 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 5.513 | -4,50 | 1.539 | -9,32 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 1.928 | 538 | ||||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 4.181 | 11,49 | 1.167 | 5,99 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 249.113 | -1,76 | 69.538 | -6,66 | ||||
| 2026-01-15 | 13F | ERn Financial, LLC | 8.468 | -0,85 | 2.364 | -5,82 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 46.487 | 0,18 | 12.977 | -5,55 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 399 | 0,00 | 111 | -5,13 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 10.124 | -0,78 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 8.087 | 2.257 | ||||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 141 | 39 | ||||||
| 2026-02-03 | 13F | F/M Investments LLC | 1.862 | 0,00 | 520 | -5,12 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 5.802 | 16,76 | 1.620 | 10,97 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 27 | 0,00 | 8 | 0,00 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 1.310 | -4,73 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 1.060.148 | -0,97 | 295.930 | -5,91 | ||||
| 2026-02-19 | 13F | Michels Family Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | StoneX Group Inc. | 1.763 | -55,63 | 493 | -57,91 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 1.729 | -2,92 | 483 | -7,84 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 1.015 | 0,00 | 283 | -5,03 | ||||
| 2026-02-02 | 13F | Advanced Asset Management Advisors Inc | 28 | 0,00 | 8 | -12,50 | ||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 780 | 12,23 | 218 | 6,37 | ||||
| 2025-11-13 | 13F | Elevatus Welath Management | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Gladwyn Financial Advisors, Inc. | 35.337 | 3,36 | 9.864 | -1,80 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 2.094 | -0,99 | 585 | -5,96 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 4.853 | -2,96 | 1.355 | -7,83 | ||||
| 2026-01-13 | 13F | Waller Financial Planning Group, Inc | 3.460 | -9,16 | 966 | -13,69 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Prospera Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Eastern Bank | 283 | 87,42 | 79 | 77,27 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 2.029 | 566 | ||||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 3.699 | 1.048 | ||||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 35 | 10 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 182.929 | 44,73 | 51.084 | 37,49 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 1.965 | 0,00 | 549 | -5,03 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 138 | 0,00 | 39 | -5,00 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 11 | 3 | ||||||
| 2026-01-28 | 13F | Headland Capital, LLC | 1.119 | 0,00 | 312 | -4,88 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 1.007 | 0,00 | 281 | -4,75 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 23.980 | 39,15 | 6.694 | 32,22 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 282 | -50,26 | 79 | -52,41 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 14.050 | -1,11 | 3.922 | -6,06 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 13.799 | -4,20 | 3.852 | -8,98 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 868 | 0,00 | 242 | -5,10 | ||||
| 2025-10-28 | 13F | MAS Advisors LLC | 1.223 | 0,00 | 359 | 3,46 | ||||
| 2026-03-16 | 13F | Bank of New Hampshire | 745 | 0,00 | 208 | -5,05 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 4.368 | -14,64 | 1.219 | -18,90 | ||||
| 2026-01-22 | 13F | Elm3 Financial Group, LLC | 740 | 207 | ||||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 10 | 0,00 | 3 | 0,00 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 3.771 | -0,34 | 1.053 | -5,31 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 518 | 0,00 | 145 | -5,26 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 1.424 | 0,00 | 397 | -5,02 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 6.084 | 5,26 | 1.698 | 0,00 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 926 | -29,10 | 258 | -32,64 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 3.776 | -0,55 | 1.054 | -5,47 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 102 | 0,00 | 28 | -3,45 | ||||
| 2026-01-09 | 13F | Friday Financial | 4.161 | 62,60 | 1.162 | 54,59 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 784 | -62,79 | 219 | -64,72 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 48 | 0,00 | 14 | 7,69 | ||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 4.968 | 6,45 | 1.387 | 1,09 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 3.332 | 8,08 | 930 | 2,76 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 27.094 | 15,34 | 7.563 | 9,59 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 3.967 | -6,31 | 1.107 | -10,94 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 57.764 | -0,48 | 17.002 | 2,81 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 1.847 | 0,00 | 516 | -4,98 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 3.157 | 211,65 | 881 | 196,63 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 8.881 | 12,76 | 2.479 | 7,13 | ||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 1.022 | 0,20 | 276 | -8,31 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 11.294 | -3,93 | 3.153 | -8,72 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 706 | 197 | ||||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4.016 | -93,82 | 1.121 | -94,13 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 1.504 | 21,98 | 420 | 15,75 | ||||
| 2026-02-03 | 13F | BHK Investment Advisors, LLC | 96.154 | 11,73 | 26.840 | 6,16 | ||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 28 | 0,00 | 8 | -12,50 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.972.164 | 1,48 | 829.650 | -3,58 | ||||
| 2026-01-09 | 13F | Silver Lake Advisory, LLC | 7.389 | -0,39 | 2.063 | -5,37 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 36.100 | -6,84 | 10.077 | -9,46 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 6.140 | 4,76 | 2 | 0,00 | ||||
| 2026-02-09 | 13F | Waystone Advisors Llc | 6.482 | 1.809 | ||||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 5.622 | 1.569 | ||||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 6.200 | 1.731 | ||||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 168 | 0,00 | 47 | -6,12 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 34 | 0,00 | 9 | 0,00 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 1.849 | -72,92 | 516 | -74,28 | ||||
| 2025-10-28 | 13F | Prossimo Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Manske Wealth Management | 743 | 0,13 | 207 | -5,05 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 5.141 | 20,85 | 1.435 | 14,89 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 919 | 0,00 | 257 | -4,83 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 1.488 | 415 | ||||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 119 | -6,30 | 33 | -10,81 | ||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 1.949 | -0,61 | 1 | |||||
| 2026-02-12 | 13F | SWAN Capital LLC | 31.979 | -4,38 | 8.927 | -9,15 | ||||
| 2026-01-16 | 13F | Taylor & Morgan Wealth Management, LLC | 1.143 | 5,15 | 319 | 0,00 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 37 | 10 | ||||||
| 2025-09-26 | NP | RNIN - Bushido Capital US SMID Cap Equity ETF | 591 | 172 | ||||||
| 2026-01-28 | 13F | Members Wealth Llc | 4.210 | -11,11 | 1.193 | -14,23 | ||||
| 2026-02-20 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Courier Capital Llc | 826 | -3,84 | 231 | -8,73 | ||||
| 2026-02-06 | 13F | Saranac Partners Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 10.637 | 138,12 | 2.969 | 126,30 | ||||
| 2026-01-27 | 13F | Keystone Financial Services, LLC | 2.038 | -2,30 | 569 | -7,19 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 10.435 | 25,59 | 2.913 | 19,30 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 793 | -9,58 | 221 | -14,01 | ||||
| 2026-01-26 | 13F | Marion Wealth Management | 55.658 | 2,16 | 15.717 | -1,81 | ||||
| 2026-01-29 | 13F | New Hampshire Trust | 1.212 | 0,00 | 338 | -5,06 | ||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 984.312 | 5,10 | 274.761 | -0,14 | ||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 2.514 | 7,90 | 702 | 2,49 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 4.153 | -26,88 | 1.159 | -30,52 | ||||
| 2026-01-14 | 13F | Goelzer Investment Management, Inc. | 2.567 | 30,70 | 717 | 24,09 | ||||
| 2026-01-21 | 13F | Mainstream Capital Management LLC | 5.817 | -7,46 | 1.624 | -12,08 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 1.585 | -3,94 | 442 | -8,68 | ||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 1.387 | -28,39 | 387 | -31,99 | ||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 1.218 | -25,28 | 340 | -29,08 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 981 | 0,00 | 274 | -4,86 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 10.031 | 5,48 | 2.800 | 0,25 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 5.467 | 6,51 | 1.526 | 1,13 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 5.276 | 1.473 | ||||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 9.466 | -2,38 | 2.642 | -7,23 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 1.214 | 339 | ||||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 26.029 | -3,39 | 7.266 | -8,21 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-15 | 13F | Stephens Consulting, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 10 | 3 | ||||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 2.394 | -17,73 | 660 | -21,05 | ||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 16.025 | -1,36 | 4.473 | -6,27 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 3.519 | -5,73 | 982 | -10,40 | ||||
| 2026-01-22 | 13F | Spirepoint Private Client, Llc | 2.098 | 0,00 | 586 | -5,03 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 2.919 | 0,17 | 815 | -4,91 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 1.899 | 6,63 | 530 | 1,34 | ||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 1.032 | 0,00 | 288 | -4,95 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 1.099 | 3,48 | 307 | -1,92 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 10.899 | 3 | ||||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Sierra Capital LLC | 5.005 | 1,03 | 1 | 0,00 | ||||
| 2026-01-07 | 13F | Orgel Wealth Management, LLC | 215.245 | -1,92 | 60.083 | -6,81 | ||||
| 2026-02-11 | 13F | Hapanowicz & Associates Financial Services, Inc | 29.468 | 1,44 | 8.227 | -3,62 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 11.678 | -1,10 | 3.260 | -6,05 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 10.661 | 2.976 | ||||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 1.662 | 0,18 | 464 | -4,93 | ||||
| 2026-02-02 | 13F | Syntax Research, Inc. | 837 | 0,00 | 234 | -4,90 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 2.000 | 558 | ||||||
| 2025-10-24 | 13F | rebel Financial LLC | 0 | -100,00 | 3.846 | -0,54 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 38.204 | -0,36 | 10.664 | -5,28 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 656 | 0,00 | 183 | -4,69 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 95 | 0,00 | 27 | -3,70 | ||||
| 2026-01-13 | 13F | Presilium Private Wealth, Llc | 93.548 | 8,40 | 26.113 | 3,00 | ||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 3.212 | 4,56 | 897 | -0,67 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 6.174 | 34,74 | 1.724 | 28,01 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 2.614 | 10,58 | 730 | 4,89 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 6.165 | 1.721 | ||||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 798 | 11,76 | 223 | 6,22 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 8.459 | 10,98 | 2.361 | 5,45 | ||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 884 | 0,00 | 247 | -5,02 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 3.643 | -87,28 | 1.017 | -87,92 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 11.295 | 5,34 | 3.153 | 0,10 | ||||
| 2026-02-06 | 13F | Griffin Asset Management, Inc. | 764 | 0,00 | 213 | -4,91 | ||||
| 2026-01-23 | 13F | Westbourne Investment Advisors, Inc. | 741 | 0,00 | 207 | -5,07 | ||||
| 2025-10-29 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 739 | 7,57 | 206 | 1,98 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 2.042 | 570 | ||||||
| 2025-11-14 | 13F | Prosperity Wealth Management, Inc. | 1.280 | -5,81 | 376 | -2,59 | ||||
| 2026-02-13 | 13F | Tudor Financial Inc. | 2.916 | 13,51 | 814 | 7,82 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 46.551 | 2,24 | 12.994 | -3,00 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 1.007 | 281 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 250.251 | 0,43 | 69.855 | -4,58 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 1.074 | -36,60 | 300 | -39,84 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 23.987 | 629,53 | 6.696 | 593,06 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 46.907 | -31,94 | 13.094 | -35,34 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 82 | 23 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 2.039 | 0,00 | 569 | -5,01 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 34 | 9 | ||||||
| 2026-02-05 | 13F | Rossmore Private Capital | 150 | 0,00 | 42 | -6,82 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 796 | 222 | ||||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 3.585 | 170,77 | 1.001 | 157,73 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 2.270 | 0,89 | 634 | -4,24 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 2.883 | -1,37 | 805 | -6,18 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 612.630 | -1,97 | 171.010 | -6,86 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 8.492 | 0,59 | 2.371 | -4,55 | ||||
| 2026-01-20 | 13F | Accel Wealth Management | 4.178 | 0,00 | 1.166 | -4,97 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 57 | 0,00 | 16 | -6,25 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 8.549 | -2,46 | 2 | 0,00 | ||||
| 2025-11-06 | 13F | Plan A Wealth LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | RKL Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 4.024 | -0,86 | 1.123 | -5,79 | ||||
| 2026-02-13 | 13F | Perryman Financial Advisory Inc /ad | 1.504 | 420 | ||||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Kwmg, Llc | 137.813 | 1,46 | 38.469 | -3,60 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 64.369 | 4,43 | 17.969 | -0,76 | ||||
| 2026-02-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Wallace Hart LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 1.375 | 0,00 | 384 | -4,96 | ||||
| 2026-01-09 | 13F | Lwm Advisors Inc | 1.182 | 0,00 | 330 | -5,19 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 882 | 4,75 | 252 | 2,45 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 555.289 | 24,37 | 155.003 | 18,17 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 928 | 0,00 | 259 | -4,78 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 7 | 0,00 | 2 | -50,00 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 9.416 | -44,05 | 2.628 | -46,84 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 3.259 | -1,12 | 910 | -6,10 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 889 | -29,83 | 248 | -33,33 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 115.759 | -2,30 | 32.313 | -7,17 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 1.682 | -0,88 | 470 | -5,82 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 206 | 7,29 | 58 | 1,79 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 2.593 | 17,17 | 724 | 11,23 | ||||
| 2026-02-14 | 13F | American Trust | 1.116 | -3,38 | 312 | -8,26 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 68 | 19 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 16.427 | 4.586 | ||||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 50 | 0,00 | 14 | -7,14 | ||||
| 2026-01-30 | 13F | Samalin Investment Counsel, LLC | 859 | -17,80 | 240 | -21,90 | ||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 547 | 0,00 | 153 | -5,00 | ||||
| 2026-01-29 | 13F | S.A. Mason LLC | 1.000 | 0,00 | 279 | -4,78 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 2.582 | 9,31 | 707 | 2,02 | ||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 1.253 | 350 | ||||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 1.480 | -15,77 | 413 | -19,96 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 51.501 | -21,01 | 14.376 | -24,95 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 12.891 | -0,09 | 3.598 | -5,07 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 7.686 | -5,68 | 2.145 | -10,40 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 7.304 | 1,46 | 2.039 | -3,64 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 11.499 | -5,37 | 3.210 | -10,11 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 65.257 | 2,42 | 18.216 | -2,69 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 3.437 | -7,48 | 1 | -100,00 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 841 | -70,07 | 235 | -71,64 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 8 | 0,00 | 2 | 0,00 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 1.293 | 2,70 | 361 | -2,44 | ||||
| 2026-02-10 | 13F | 360 Financial, Inc. | 29.521 | 0,00 | 8.673 | 0,00 | ||||
| 2026-02-12 | 13F | Advocate Investing Services LLC | 2.533 | 707 | ||||||
| 2026-02-11 | 13F | Next Capital Management LLC | 5.020 | 0,00 | 1.401 | -4,95 | ||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 3.508 | 979 | ||||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 4.000 | -55,95 | 1.117 | -58,16 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 4.811 | -0,02 | 1.343 | -5,02 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 8.180 | -5,74 | 2.283 | -10,44 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 55 | 0,00 | 15 | -6,25 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 6.888 | 92,24 | 1.923 | 82,70 | ||||
| 2026-02-10 | 13F | Horizon Bancorp Inc /in/ | 3.633 | -2,02 | 1 | 0,00 | ||||
| 2026-01-23 | 13F | Capital Investment Counsel, Inc | 5 | 1 | ||||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 464 | 0,00 | 130 | -5,15 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 3.452 | 17,74 | 964 | 11,85 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 1.295 | -8,61 | 361 | -13,22 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 37 | 0,00 | 10 | 0,00 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 19 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 2.386 | 12,18 | 666 | 5,55 | ||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 8.877 | 0,41 | 2.478 | -4,58 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 96.582 | 97 | ||||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 1.356 | 1,88 | 379 | -3,08 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 737 | -4,41 | 206 | -9,29 | ||||
| 2026-01-23 | 13F | Rfg Holdings, Inc. | 1.494 | 0,34 | 417 | -4,58 | ||||
| 2026-01-21 | 13F | Ledyard National Bank | 1.751 | -2,88 | 489 | -7,75 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 1.246 | -7,08 | 348 | -11,70 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.358 | 379 | ||||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 16.030 | 1,03 | 4.544 | -2,51 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 5.764 | -18,01 | 1.609 | -22,13 | ||||
| 2026-02-02 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 25.971 | -1,23 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 170.336 | 4,55 | 47.548 | -0,66 | ||||
| 2026-02-04 | 13F | American Institute for Advanced Investment Management, LLP | 4.777 | 0,00 | 1.333 | -4,99 | ||||
| 2026-01-21 | 13F | Warner Financial, Inc | 4.932 | 0,26 | 1 | 0,00 | ||||
| 2026-01-16 | 13F | IVC Wealth Advisors LLC | 20.962 | -8,05 | 5.851 | -12,63 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 693 | 0,00 | 193 | -4,93 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 14.198 | -0,61 | 2.372 | -43,47 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 32.373 | 72,66 | 9.238 | 66,61 | ||||
| 2026-01-23 | 13F | Meridian Financial, LLC | 8.802 | -1,08 | 2.457 | -6,04 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 1.721 | 0,00 | 480 | -4,95 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 36.290 | 1,90 | 10.130 | -3,18 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 78 | 0,00 | 22 | -8,70 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 349.157 | 1,62 | 97.436 | -3,45 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 1.731 | -0,52 | 483 | -5,48 | ||||
| 2026-02-03 | 13F | Bokf, Na | 42.582 | 10,77 | 11.886 | 5,25 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 5.333 | 1,37 | 1.489 | -3,69 | ||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 4.456 | -4,89 | 1.244 | -9,67 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 590 | 0,00 | 165 | -5,20 | ||||
| 2026-01-14 | 13F | Acropolis Investment Management, LLC | 1.475 | 3,65 | 412 | 1,73 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 803 | 0,00 | 224 | -4,68 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 29.181 | 11,77 | 8.146 | 6,19 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.777.796 | -9,95 | 496.254 | -14,44 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 487 | 0,21 | 136 | -4,93 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 2.272 | 2,07 | 634 | -3,06 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 5.364 | -10,54 | 1.497 | -14,99 | ||||
| 2026-01-23 | 13F | Tower View Investment Management & Research LLC | 10.416 | -2,01 | 2.908 | -6,92 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 1.047 | -0,66 | 292 | -5,50 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 3.004 | 1,56 | 839 | -3,57 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 1.432 | -0,83 | 400 | -5,90 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 80.175 | 109,42 | 22.380 | 98,99 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 11.955 | 3.337 | ||||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 3.003 | 838 | ||||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 960 | 0,00 | 268 | -5,32 | ||||
| 2025-10-16 | 13F | Custos Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 6.303 | 2 | ||||||
| 2026-02-04 | 13F | Washington Trust Bank | 2.624 | -1,13 | 732 | -6,03 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 133.573 | 0,82 | 37.286 | -4,23 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 901 | 0,00 | 252 | -4,92 | ||||
| 2026-01-29 | 13F | West Bancorporation Inc | 2.318 | -2,07 | 647 | -6,91 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 1.494 | 0,00 | 436 | 2,83 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 4.057 | 14,15 | 1.132 | 8,43 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 4 | 1 | ||||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 1.287 | 0,31 | 349 | -7,18 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 923 | 3,59 | 258 | -1,53 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 876.401 | 6,78 | 244.638 | 1,46 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 220 | 0 | ||||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 185 | 15,62 | 52 | 8,51 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 6.916 | -1,26 | 1.931 | -6,17 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 145.233 | 3,78 | 40.540 | -1,39 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 4 | 0,00 | 1 | 0,00 | ||||
| 2026-02-19 | 13F | Smith Asset Management Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | ERTS Wealth Advisors, LLC | 59.122 | 2,09 | 16.503 | -3,00 | ||||
| 2025-11-25 | 13F | Alexander Labrunerie & Co., Inc. | 7.938 | 60,59 | 2.332 | 65,98 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 1.219 | 12,14 | 340 | 6,58 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 122 | 0,00 | 34 | -2,86 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 26.898 | 19,86 | 7.508 | 13,88 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 458 | 0,00 | 128 | -5,22 | ||||
| 2026-01-28 | 13F | Field & Main Bank | 90 | 0,00 | 25 | -3,85 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 1.587 | 6,80 | 443 | 1,38 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 362 | -7,42 | 101 | -9,01 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 1.488 | 415 | ||||||
| 2026-01-21 | 13F | Mayfair Advisory Group, LLC | 856 | -4,36 | 241 | -8,40 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 2.468 | 0,00 | 689 | -4,97 | ||||
| 2026-02-06 | 13F | Blackston Financial Advisory Group, LLC | 880 | 1,85 | 246 | -3,16 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 3.820 | -34,36 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F/A | TABR Capital Management, LLC | 7.389 | 2.063 | ||||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 109 | -7,63 | 30 | -11,76 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 200 | 0,00 | 56 | -5,17 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 22 | 6 | ||||||
| 2026-02-10 | 13F | Easterly Investment Partners Llc | 917 | 0,00 | 256 | -5,20 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 203.205 | 4,95 | 56.723 | -0,28 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 47.548 | 5,03 | 13.282 | -0,54 | ||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 20 | 0,00 | 6 | 0,00 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 12.724 | 5,88 | 3.552 | 0,59 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 2.398 | 0,00 | 669 | -4,97 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 750 | 0,00 | 209 | -5,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 45.966 | -0,17 | 12.831 | -5,15 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 19.849 | 0,53 | 5.541 | -4,50 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 1.688 | 0,00 | 471 | -4,85 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 5.469 | -5,43 | 1.527 | -10,13 | ||||
| 2026-02-20 | 13F | Waterford Advisors, LLC | 22.986 | 5.773 | ||||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 10.377 | 0,86 | 2.897 | -4,17 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 12.797 | -6,21 | 3.572 | -10,88 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 363.929 | 19,83 | 101.553 | 13,88 | ||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 15 | 0,00 | 4 | 0,00 | ||||
| 2026-01-13 | 13F | Olistico Wealth, LLC | 475 | 133 | ||||||
| 2026-02-06 | 13F | SGL Investment Advisors, Inc. | 2.336 | 17,86 | 622 | 7,80 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 2.389 | 0,00 | 1 | |||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 2.335 | -4,65 | 652 | -9,46 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Fft Wealth Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F/A | Greenup Street Wealth Management Llc | 21.088 | -2,64 | 5.887 | -7,50 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 2.835 | 0,00 | 805 | -1,95 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 71.437 | -2,43 | 19.941 | -7,29 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 2.486 | 7,48 | 694 | 2,21 | ||||
| 2026-01-15 | 13F | MOR Wealth Management, LLC | 1.032 | 288 | ||||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 12.700 | 5,90 | 3.545 | 0,62 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 20.538 | 0,17 | 5.733 | -4,81 | ||||
| 2026-01-13 | 13F | Norden Group Llc | 6.429 | 55,44 | 1.795 | 47,65 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 1.288 | 0,00 | 360 | -5,03 | ||||
| 2026-01-23 | 13F | Brown Miller Wealth Management, LLC | 743 | -4,50 | 207 | -9,21 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 1.430 | -43,68 | 399 | -46,44 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 1.292 | -37,49 | 361 | -40,69 | ||||
| 2025-10-27 | 13F | Q3 Asset Management | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 2.104 | 0,00 | 618 | 3,34 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 732 | 0,00 | 204 | -5,12 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 118 | 0,00 | 33 | -5,88 | ||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 889 | 0,00 | 248 | -4,98 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 179 | 148,61 | 21 | 5,00 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 1.148 | -10,73 | 337 | -7,67 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 5.501 | -2,05 | 1.536 | -6,91 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 9.611 | 10,98 | 2.683 | 5,42 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 921 | -70,16 | 257 | -71,09 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 210 | 0,00 | 59 | -4,92 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 5 | 1 | ||||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 44.533 | 3,72 | 12.431 | -1,45 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 936 | 0,00 | 261 | -4,74 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 18.104 | 5.054 | ||||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 794 | 0,00 | 222 | -5,15 | ||||
| 2026-02-09 | 13F | Ellerson Group Inc /adv | 720 | -59,32 | 201 | -61,54 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 1.804 | 0,00 | 504 | -4,91 | ||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 1.200 | 0,00 | 335 | -5,11 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 779 | 217 | ||||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 1.111 | 0,00 | 310 | -4,91 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 224 | 0,00 | 63 | -4,62 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 850 | 237 | ||||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 1.590 | 0,00 | 444 | -5,14 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 8.410 | 740,16 | 2 | |||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 6.000 | -17,81 | 1.675 | -21,92 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 88 | 0 | ||||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 2.601 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 25.816 | 12,31 | 7 | 16,67 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 1.105 | 0,00 | 308 | -4,94 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 529 | 134,07 | 148 | 122,73 | ||||
| 2026-01-21 | 13F | Aaron Wealth Advisors LLC | 1.651 | 0,00 | 461 | -5,15 | ||||
| 2026-01-12 | 13F | Moody National Bank Trust Division | 12.255 | 3,43 | 3.421 | -1,75 | ||||
| 2026-01-23 | 13F | Investment Advisory Group, LLC | 882 | -0,34 | 246 | -5,38 | ||||
| 2026-01-15 | 13F | Trust Co | 154.389 | 2,33 | 43.096 | -2,77 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 307 | 86 | ||||||
| 2026-01-05 | 13F | BancFirst Trust & Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 55.345 | 1,48 | 15.449 | -3,59 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 3.321 | 927 | ||||||
| 2026-01-22 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 4.882 | 8,80 | 1.363 | 3,34 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 224.545 | 0,76 | 62.679 | -4,26 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 3.632 | 0,00 | 1.014 | -5,06 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 800 | 0,00 | 223 | -5,11 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 150 | 0,00 | 42 | -6,82 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 2.576 | 28,16 | 719 | 21,86 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 2.770 | -1,46 | 814 | 1,75 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 3.683 | 1,46 | 1.028 | -3,56 | ||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 918 | 0,11 | 256 | -4,83 | ||||
| 2026-01-20 | 13F | October Effect Ltd | 856 | 0,00 | 239 | -5,18 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 19.858 | 3,11 | 5.543 | -2,17 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 1.968 | -0,15 | 549 | -5,18 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 4.665 | -2,34 | 1.302 | -7,20 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 18.375 | -5,89 | 5.129 | -10,58 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 88 | 0,00 | 25 | -4,00 | ||||
| 2026-01-12 | 13F | Founders Grove Wealth Partners, Llc | 11.533 | 0,35 | 3.219 | -4,65 | ||||
| 2026-01-15 | 13F | Refined Wealth Management | 1.143 | 319 | ||||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 1.820 | 0,05 | 508 | -5,06 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 149.851 | 1,74 | 43.263 | -0,13 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 32.270 | 1,30 | 9.008 | -3,75 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 200 | 0,00 | 56 | -5,17 | ||||
| 2025-11-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 185 | 0,00 | 52 | -5,56 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 19.239 | -0,03 | 5.370 | -5,01 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 1.313 | -4,79 | 367 | -9,63 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 870 | 0,35 | 243 | -4,72 | ||||
| 2026-02-13 | 13F | Sterling Capital Management LLC | 910 | 49,43 | 254 | 42,70 | ||||
| 2026-01-06 | 13F | Davis Investment Partners, LLC | 47.669 | -5,15 | 13.402 | -9,26 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 6.700 | -3,44 | 1.870 | -8,24 |
Other Listings
| US:VOT | 266,70 $ |
