Grundlæggende statistik
| Institutionelle ejere | 1056 total, 1053 long only, 0 short only, 3 long/short - change of 0,28% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3860 % - change of -11,72% MRQ |
| Institutionelle aktier (lange) | 38.666.746 (ex 13D/G) - change of 1,33MM shares 3,57% MRQ |
| Institutionel værdi (lang) | $ 10.418.452 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (GB:0LOA) har 1056 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 38,666,746 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.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 8.804 | -0,82 | 2.266 | -8,60 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 9.578 | 0,04 | 2.674 | -4,94 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 2.990 | -0,23 | 835 | -5,23 | ||||
| 2026-01-07 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9.021 | -3,69 | 2.322 | -11,21 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 6.473 | -49,37 | 1.666 | -53,35 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 2.460 | 687 | ||||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 12.363 | -4,36 | 3.451 | -9,11 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 2.318 | 0,00 | 597 | -7,88 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 4.246 | -25,60 | 1.093 | -25,97 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 21.454 | -0,02 | 5.989 | -5,01 | ||||
| 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 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 5.545 | -1,84 | 1.548 | -6,75 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 4.005 | 0,00 | 1.031 | -7,79 | ||||
| 2026-01-14 | 13F | Meriwether Wealth & Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Huntington National Bank | 603 | -1,47 | ||||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 31 | 0,00 | 8 | -12,50 | ||||
| 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 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 3.711 | -39,13 | 955 | -43,86 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 102.874 | -0,74 | 28.716 | -5,69 | ||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 42.450 | 4,94 | 11.849 | -0,29 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 5.679 | -9,77 | 1.585 | -14,28 | ||||
| 2026-04-06 | 13F | CX Institutional | 16.223 | -46,04 | 4 | -50,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 20.967 | 9,91 | 5.396 | 1,31 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 3.252 | -0,46 | 908 | -5,32 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 745 | 0,00 | 192 | -7,73 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 5.081 | 1.308 | ||||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 18.393 | -1,58 | 5.134 | -4,98 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 928 | 0,00 | 259 | -4,78 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 408 | 0,00 | 105 | -7,96 | ||||
| 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 | ||||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 28 | 0,00 | 7 | 0,00 | ||||
| 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 | ||||
| 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 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9.669 | -6,57 | 2.488 | -13,85 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 1.836 | 0,55 | 472 | -7,27 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 8.760 | -2,57 | 2.445 | -7,42 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 4.228 | -30,51 | 1.088 | -35,98 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 370 | 0,00 | 95 | -7,77 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 1.566 | 0,00 | 403 | -7,78 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 4.526 | 1,25 | 1.165 | -6,66 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 4.337 | 1.211 | ||||||
| 2026-01-29 | 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 | ||||
| 2026-04-21 | 13F | Maseco Llp | 33 | 0,00 | 9 | -11,11 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 2.486 | -2,28 | 694 | -7,23 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 3.451 | -0,69 | 888 | -8,45 | ||||
| 2026-02-17 | 13F | Tannin Capital LLC | 3.694 | 1.031 | ||||||
| 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 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1.468 | -13,75 | 378 | -20,63 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 10.521 | 0,90 | 2.937 | -4,15 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 249 | 0,00 | 64 | -7,25 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 1.077 | 0,00 | 277 | -7,67 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 33 | 0,00 | 9 | 0,00 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 2.743 | -1,37 | 706 | -9,15 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Simmons Bank | 7.240 | -2,44 | 1.863 | -10,04 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 786 | 219 | ||||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 5.867 | -0,27 | 1.638 | -5,38 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 17.509 | 3,02 | 4.506 | -5,04 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 6.756 | -2,31 | 1.739 | -9,95 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 330 | 0,00 | 85 | -8,70 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 5.090 | -18,95 | 1.310 | -25,29 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 500 | 0,00 | 129 | -7,91 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1.401 | 6.905,00 | 360 | 7.100,00 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 24.834 | -3,29 | 6.932 | -8,11 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 3.628 | 45,94 | 934 | 34,44 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 498 | 2,26 | 128 | -5,19 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 2.399 | -29,02 | 670 | -32,56 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 73.754 | 87,97 | 18.980 | 73,30 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 767 | 0,00 | 214 | -4,89 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 2.776 | -2,15 | 715 | -9,73 | ||||
| 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 | ||||
| 2026-02-12 | 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 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 3.165 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 275 | 9,13 | 77 | 2,70 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 2.042 | 0,00 | 526 | -7,89 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3.170 | -1,31 | 816 | -9,04 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 6 | 0,00 | 2 | 0,00 | ||||
| 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 | ||||
| 2026-02-17 | 13F | AIMZ Investment Advisors, LLC | 1.285 | 359 | ||||||
| 2026-02-10 | 13F | One Capital Management, LLC | 2.270 | -16,76 | 634 | -20,97 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3.356 | 21,42 | 1 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 28.131 | 8.265 | ||||||
| 2026-04-20 | 13F | Dagco, Inc. | 100 | 0,00 | 26 | -7,41 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 6.846 | 14,83 | 1.911 | 9,08 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2.722 | 43,04 | 700 | 31,83 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 1.497 | 0,20 | 385 | -7,67 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 2.279 | -6,90 | 587 | -14,20 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 1.544 | 0,00 | 431 | -5,08 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 583 | 0,00 | 150 | -7,41 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 19 | 0,00 | 0 | |||||
| 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 | |||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 7.875 | -7,88 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 5.997 | 26,65 | 1.543 | 16,81 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 975 | 0,00 | 251 | -8,09 | ||||
| 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 | ||||
| 2026-02-04 | 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 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 889 | 0,00 | 229 | -8,06 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 41 | 17,14 | 11 | 11,11 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 185 | -7,96 | 52 | -13,56 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10.334 | -5,06 | 2.660 | -12,48 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 97.285 | 3,12 | 27.156 | -2,02 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 14.289 | -1,04 | 3.989 | -6,08 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 1.261 | -6,66 | 324 | -14,96 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 20.690 | 2,76 | 5.325 | -5,27 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 259 | 0,00 | 72 | -5,26 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 3.623 | -3,92 | 932 | -11,41 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 4.238 | 0,67 | 1.201 | 0,59 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 1.099 | -23,15 | 283 | -29,32 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 4.701 | 5,62 | 1.318 | 0,15 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 55 | 0,00 | 14 | -6,67 | ||||
| 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 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.340 | 35,26 | 602 | 24,90 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 1.295 | 0,15 | 333 | -7,50 | ||||
| 2025-11-07 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 55.806 | 6,34 | 14.362 | -1,97 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 13.835 | 9,01 | 3.560 | 0,51 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Ledyard National Bank | 1.751 | 0,00 | 451 | -7,79 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 920 | -29,23 | 237 | -34,81 | ||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 2.308 | 0,00 | 644 | -5,01 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 13.157 | -0,92 | 3.662 | -2,71 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 84.223 | 1,36 | 22.830 | -1,58 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 5.045 | 7,45 | 1.408 | 2,10 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 21.654 | 5.573 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 2.074 | 0,14 | 534 | -7,79 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 4.666 | 0,19 | 1.201 | -7,62 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 2.957 | 0,34 | 825 | -4,62 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 45.961 | 0,76 | 11.828 | -7,12 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 845 | 218 | ||||||
| 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 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 19.827 | -2,60 | 5.102 | -10,21 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 8 | 0,00 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 5.669 | 15,29 | 1.459 | 6,27 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 7.331 | 4,76 | 1.887 | -1,62 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 1.946 | -0,87 | 501 | -8,76 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2.433 | -5,22 | 626 | -12,57 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 9.471 | 0,03 | 2.437 | -7,79 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 12.129 | 0,61 | 3.121 | -7,22 | ||||
| 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 | -100,00 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 15 | 0,00 | 4 | -25,00 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 50 | 0,00 | 13 | -7,69 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 12.091 | -1,34 | 3.112 | -9,04 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 1.531 | 12,91 | 394 | 4,23 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 7.083 | 10,22 | 1.977 | 4,77 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 2.389 | 0,00 | 1 | |||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 3.467 | 4,81 | 968 | -0,41 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 1.783 | -67,26 | 459 | -69,87 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 10.273 | 76,69 | 2.868 | 67,86 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 39.783 | 12,58 | 10.238 | 3,80 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 37.299 | 1,80 | 10.412 | -3,28 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 3.445 | -2,55 | 887 | -10,14 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 464 | 0,00 | 119 | -7,75 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 692 | -1,42 | 193 | -6,31 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 4.821 | 63,04 | 1.346 | 54,95 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 1.175 | 0,00 | 302 | -7,65 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 13.192 | 9,05 | 3.682 | 3,60 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 1.712 | -1,95 | 442 | -9,43 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 19.735 | -5,30 | 5.509 | -10,03 | ||||
| 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 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 440 | 0,00 | 113 | -7,38 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 809 | -87,68 | 226 | -88,34 | ||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 8.249 | 3,92 | 2.303 | -1,29 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 982 | 0,00 | 253 | -8,03 | ||||
| 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 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 4.115 | -0,17 | 1.059 | -8,00 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 12.913 | 17,04 | 3.323 | 7,92 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 16.739 | -36,75 | 4.673 | -39,91 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 10.156 | 5,67 | 2.737 | 2,01 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 8.223 | 17,57 | 2.116 | 8,40 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 200 | 0,00 | 51 | -7,27 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 1.966 | 0,00 | 549 | -5,03 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.643 | 16,33 | 680 | 7,26 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 794 | -16,86 | 204 | -23,31 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 67 | 17 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 161.397 | 0,63 | 45.052 | -4,39 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1.475 | 0,00 | 380 | -7,79 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 2.229 | -27,09 | 622 | -30,66 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 138 | 0,00 | 36 | -7,89 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 5 | 0,00 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 5.191 | -5,08 | 1.336 | -12,52 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 3.394 | 0,00 | 947 | -5,02 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 4.927 | 2,71 | 1.268 | -5,31 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 24.637 | -0,75 | 6.877 | -5,69 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 5.826 | 164,46 | 1.626 | 151,31 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 6.923 | 1.932 | ||||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 38 | 2,70 | 10 | -10,00 | ||||
| 2026-01-28 | 13F | WP Advisors, LLC | 2.107 | 0,33 | 588 | -4,70 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 5.780 | -0,64 | 1.487 | -8,38 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 57 | 0,00 | 15 | -6,67 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 14.117 | -6,31 | 3.633 | -13,60 | ||||
| 2026-01-26 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 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 | ||||||
| 2026-02-17 | 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 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.446 | -8,77 | 372 | -15,84 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3.753 | -20,71 | 966 | -26,95 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 11.934 | 3,48 | 3.071 | -4,60 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 977 | 7,36 | 251 | -1,18 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 1.828 | 510 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 21.662 | -1,84 | 5.575 | -9,51 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 36.218 | 6,68 | 10.110 | 1,36 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 9.404 | 11,17 | 2.420 | 2,50 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 2.608 | 0,00 | 671 | -7,84 | ||||
| 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 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 1.050 | 3,96 | 293 | -1,35 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 475 | 0,00 | 122 | -7,58 | ||||
| 2026-02-13 | 13F | Commerce Bank | 49.451 | 3,62 | 13.804 | -1,55 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 36.476 | -5,13 | 9.387 | -12,53 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 26 | 7 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 191 | 12,35 | 49 | 4,26 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 4.981 | 14,95 | 1.282 | 6,04 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 230 | -27,22 | 64 | -30,43 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 1.844 | -1,55 | 482 | -4,93 | ||||
| 2026-04-28 | 13F | Hapanowicz & Associates Financial Services, Inc | 30.511 | 3,54 | 7.853 | -4,55 | ||||
| 2026-02-02 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 3.774 | 0,00 | 971 | -7,79 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 3.364 | 8,90 | 866 | 0,35 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 27 | -85,08 | 7 | -88,00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 46.473 | 4,94 | 11.960 | -3,25 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 12 | 3 | ||||||
| 2026-02-10 | 13F | Argent Trust Co | 6.025 | -2,03 | 1.682 | -6,92 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1.987 | 0,97 | 512 | -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 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 279 | 72 | ||||||
| 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 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 772 | -7,43 | 199 | -14,66 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 1.260 | -35,45 | 324 | -40,44 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 826 | -3,50 | 213 | -10,92 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 158.280 | -48,74 | 44.217 | -51,07 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 195 | 0,00 | 50 | -7,41 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 5.002 | -9,07 | 1.287 | -16,16 | ||||
| 2025-11-05 | 13F | Wells Trecaso Financial Group, LLC | 6.095 | -28,12 | 1.791 | -25,76 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 104.402 | 11,60 | 26.868 | 2,89 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 29.342 | 1,32 | 8.191 | -3,73 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1.423 | 395 | ||||||
| 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 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 7.755 | 0,00 | 2.165 | -5,00 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 334 | 0,00 | 86 | -8,60 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 840 | 0,00 | 216 | -7,69 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 3.218 | 10,28 | 898 | 4,78 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 3.495 | 5,49 | 899 | -3,75 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 28 | 0,00 | 7 | 0,00 | ||||
| 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 | ||||
| 2026-02-06 | 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 | ||||
| 2026-04-13 | 13F | Trust Co | 159.559 | 3,35 | 41.063 | -4,72 | ||||
| 2026-04-21 | 13F | Sicart Associates LLC | 965 | 0,00 | 248 | -7,81 | ||||
| 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 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 27 | 0,00 | 8 | 0,00 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 4.289 | 18,48 | 1.104 | 9,21 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 1.123 | 27,04 | 289 | 17,48 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 1.763 | -55,63 | 493 | -57,91 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 1.015 | 0,00 | 283 | -5,03 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 9.917 | -2,04 | 3 | 0,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 357.505 | 2,39 | 91.978 | -5,60 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 110 | 0,00 | 28 | -6,67 | ||||
| 2025-11-13 | 13F | Elevatus Welath Management | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Manske Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 4.853 | -2,96 | 1.355 | -7,83 | ||||
| 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 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 2.029 | 566 | ||||||
| 2026-04-27 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 6.285 | 2,36 | 2 | 0,00 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 9.109 | 0,02 | 2.344 | -7,79 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 2 | 1 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 23.980 | 39,15 | 6.694 | 32,22 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 5 | 0,00 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 14.050 | -1,11 | 3.922 | -6,06 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 5.303 | -5,74 | 1.364 | -13,12 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 868 | 0,00 | 242 | -5,10 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 4.368 | -14,64 | 1.219 | -18,90 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 10 | 0,00 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 89.466 | 77,85 | 23.024 | 63,97 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 88.835 | -40,72 | 23.222 | -46,32 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 3.473 | 4,23 | 894 | -3,98 | ||||
| 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 | ||||
| 2026-02-09 | 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 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 6.128 | 0,34 | 1.577 | -7,51 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 27.094 | 15,34 | 7.563 | 9,59 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 23.451 | 0,42 | 6.035 | -7,41 | ||||
| 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 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 921 | 237 | ||||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 7.063 | 0,00 | 1.818 | -7,81 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 2.767 | 0,00 | 712 | -7,77 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 11.294 | -3,93 | 3.153 | -8,72 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 929 | 104,18 | 239 | 88,19 | ||||
| 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 | |||||
| 2026-04-17 | 13F | Berman McAleer LLC | 13.644 | -1,37 | 3.511 | -9,07 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 52.570 | 2,83 | 13.529 | -5,20 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 211 | 2,43 | 54 | -5,26 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 2.972.164 | 1,48 | 829.650 | -3,58 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 36.100 | -6,84 | 10.077 | -9,46 | ||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 5.622 | 1.569 | ||||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 168 | 0,00 | 47 | -6,12 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 1.849 | -72,92 | 516 | -74,28 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5.276 | 123,09 | 1.358 | 105,61 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 615 | 0,00 | 158 | -7,60 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 13.039 | -1,67 | 3.355 | -9,35 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 5.141 | 20,85 | 1.435 | 14,89 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 3.441 | -24,47 | 886 | -30,37 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 119 | -6,30 | 33 | -10,81 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 31.979 | -4,38 | 8.927 | -9,15 | ||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Balentine LLC | 253 | 0,00 | 65 | -7,14 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 37 | 10 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 615 | 0,00 | 158 | -7,60 | ||||
| 2026-02-20 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 106.626 | 11,98 | 27.440 | 3,24 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 923 | 0,00 | 238 | -7,78 | ||||
| 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 | ||||
| 2026-01-27 | 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 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 272.682 | 13,27 | 70.175 | 4,43 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 200 | 0,00 | 51 | -7,27 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 4.153 | -26,88 | 1.159 | -30,52 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 11.957 | -6,70 | 3.077 | -13,98 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 55.915 | 165,15 | 14.390 | 144,46 | ||||
| 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 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.636 | -79,28 | 678 | -80,91 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.907 | -8,93 | 491 | -16,10 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 12.971 | -6,00 | 3.338 | -13,35 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 2.394 | -17,73 | 660 | -21,05 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 11.124 | 7,40 | 2.864 | -1,00 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 11.678 | -1,10 | 3.260 | -6,05 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 10.661 | 2.976 | ||||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 56.473 | 2,04 | 14.533 | -5,92 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 2.000 | 558 | ||||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 821 | -13,31 | 211 | -20,08 | ||||
| 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 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 2.614 | 10,58 | 730 | 4,89 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2.521 | 1,98 | 649 | -6,09 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 558 | 0,00 | 144 | -7,74 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 11.295 | 5,34 | 3.153 | 0,10 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1.820 | 0,00 | 468 | -7,69 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 739 | 7,57 | 206 | 1,98 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 178 | 0,00 | 46 | -8,16 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 46.776 | 2,73 | 12.038 | -5,29 | ||||
| 2026-02-13 | 13F | Tudor Financial Inc. | 2.916 | 13,51 | 814 | 7,82 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 69 | 0,00 | 18 | -10,53 | ||||
| 2026-02-17 | 13F | Fmr Llc | 250.251 | 0,43 | 69.855 | -4,58 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 1.032 | 0,00 | 266 | -7,99 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 23.987 | 629,53 | 6.696 | 593,06 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 4.941 | 0,18 | 1.272 | 127.100,00 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 1.252 | 0,00 | 322 | -7,74 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 2.039 | 0,00 | 569 | -5,01 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 3.641 | -40,34 | 937 | -44,98 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 50 | 13 | ||||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 2.109 | 0,00 | 543 | -7,82 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 2.270 | 0,89 | 634 | -4,24 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 612.630 | -1,97 | 171.010 | -6,86 | ||||
| 2026-04-17 | 13F | Sara-Bay Financial | 1.463 | 11,42 | 377 | 1,62 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 1.651 | 0,00 | 425 | -7,83 | ||||
| 2025-11-06 | 13F | Plan A Wealth LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3.391 | 17,58 | 873 | 8,32 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7.611 | -0,80 | 1.959 | -8,55 | ||||
| 2025-11-12 | 13F | RKL Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 9.481 | 0,00 | 2.440 | -7,82 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 112.085 | 28.845 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 5 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 4.024 | -0,86 | 1.123 | -5,79 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 64.369 | 4,43 | 17.969 | -0,76 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 1.200 | -9,16 | 309 | -16,30 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 7.329 | 0,00 | 2 | -50,00 | ||||
| 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 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 882 | 4,75 | 252 | 2,45 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 3.420 | -19,38 | 880 | -25,68 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 555.289 | 24,37 | 155.003 | 18,17 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 7.910 | 15,27 | 2.036 | 6,27 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 49.565 | -16,16 | 12.755 | -22,71 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 104.525 | -9,70 | 26.900 | -16,75 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 28.643 | 16,26 | 7.371 | 7,20 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 1.457 | 35,66 | 375 | 25,08 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 1.682 | -0,88 | 470 | -5,82 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 10.029 | -0,65 | 2.578 | -8,55 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 2.593 | 17,17 | 724 | 11,23 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 68 | 19 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2.967 | -1,23 | 764 | -8,95 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 16.427 | 4.586 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 25.396 | 2,51 | 6.536 | -5,50 | ||||
| 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 | ||||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 2.064 | -1,39 | 531 | -9,08 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 51.501 | -21,01 | 14.376 | -24,95 | ||||
| 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 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 3.655 | -1,46 | 941 | -9,18 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 6.166 | -0,13 | 1.587 | -7,95 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 142.518 | 3,41 | 36.677 | -4,66 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 11.499 | -5,37 | 3.210 | -10,11 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 996 | 0,00 | 256 | -7,91 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 277.422 | -1,60 | 71.394 | -9,28 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 1.293 | 2,70 | 361 | -2,44 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 1.232 | -16,87 | 317 | -23,49 | ||||
| 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 | ||||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 35 | 0,00 | 9 | 0,00 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 826 | 0,00 | 213 | -7,83 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 3.452 | 17,74 | 964 | 11,85 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 832 | 214 | ||||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 11.366 | 4,28 | 3 | -33,33 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 37 | 0,00 | 10 | 0,00 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 37.873 | 4,74 | 9.747 | -3,44 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 2.386 | 12,18 | 666 | 5,55 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 96.582 | 97 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 2.708 | -1,92 | 697 | -9,61 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 3.902 | 0,18 | 1.004 | -7,64 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 25 | 6 | ||||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 3.873 | 0,00 | 1.081 | 0,00 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 89 | 0,00 | 23 | -8,33 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 1.246 | -7,08 | 348 | -11,70 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 16.030 | 1,03 | 4.544 | -2,51 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 780 | 5,41 | 201 | -2,91 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 13.856 | 0,52 | 3.566 | -7,33 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 5.764 | -18,01 | 1.609 | -22,13 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 34 | 0,00 | 9 | -11,11 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 170.336 | 4,55 | 47.548 | -0,66 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 16.320 | 1,84 | 4.200 | -6,13 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 693 | 0,00 | 193 | -4,93 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 9.307 | -3,22 | 2.395 | -10,77 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 4.118 | 11,33 | 1.060 | 1,05 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 1.721 | 0,00 | 480 | -4,95 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 185 | 0,00 | 48 | -7,84 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 860 | 0,12 | 221 | -7,53 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 4.456 | -4,89 | 1.244 | -9,67 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 8 | 2 | ||||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 590 | 0,00 | 165 | -5,20 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 799 | 0,00 | 206 | -8,07 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 29.886 | 19,76 | 7.691 | 10,42 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 878 | 0,00 | 226 | -8,16 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 5.364 | -10,54 | 1.497 | -14,99 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 1.047 | -0,66 | 292 | -5,50 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 1.432 | -0,83 | 400 | -5,90 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 2.103 | -0,05 | 541 | -7,84 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 6.231 | 11,51 | 1.623 | 4,11 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 795 | 0,00 | 205 | -7,69 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 6.758 | 90,63 | 1.739 | 75,83 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 901 | 0,00 | 252 | -4,92 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 1.494 | 0,00 | 436 | 2,83 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 23.853 | 24,86 | 6.138 | 15,10 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 4 | 1 | ||||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 362 | 0,00 | 93 | -7,92 | ||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 1.287 | 0,31 | 349 | -7,18 | ||||
| 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 | |||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 145.233 | 3,78 | 40.540 | -1,39 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 338 | 0,00 | 87 | -8,51 | ||||
| 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 | |||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 6.058 | -4,63 | 1.559 | -12,13 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 11 | 0,00 | 3 | -33,33 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 19.190 | 0,98 | 4.939 | -6,90 | ||||
| 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 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 137.840 | 35,94 | 35.914 | 26,89 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 1.281 | 9,30 | 330 | 0,61 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 458 | 0,00 | 128 | -5,22 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 1.488 | 415 | ||||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 2.468 | 0,00 | 689 | -4,97 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 3.820 | -34,36 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F/A | TABR Capital Management, LLC | 7.389 | 2.063 | ||||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 22 | 6 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 22.668 | -5,13 | 5.834 | -12,54 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 3.890 | 0,03 | 1.001 | -7,74 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 92.668 | 15,58 | 23.848 | 6,56 | ||||
| 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 | ||||
| 2026-02-20 | 13F | Waterford Advisors, LLC | 22.986 | 5.773 | ||||||
| 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 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1.375 | 0,00 | 354 | -7,83 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 8.336 | -5,29 | 2.145 | -12,66 | ||||
| 2026-02-06 | 13F | SGL Investment Advisors, Inc. | 2.336 | 17,86 | 622 | 7,80 | ||||
| 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 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 6.640 | -48,31 | 1.709 | -52,37 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 928 | 0,00 | 239 | -8,11 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Condor Capital Management | 71.437 | -2,43 | 19.941 | -7,29 | ||||
| 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 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 1.288 | 0,00 | 360 | -5,03 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 1.292 | -37,49 | 361 | -40,69 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 2.104 | 0,00 | 618 | 3,34 | ||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 54.919 | 3,16 | 14 | 0,00 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 15 | 0,00 | 4 | -25,00 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 118 | 0,00 | 33 | -5,88 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 1 | 0 | ||||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 1.500 | 0,00 | 386 | -7,66 | ||||
| 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 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 44.533 | 3,72 | 12.431 | -1,45 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1.046 | 10,81 | 269 | 2,28 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 804 | 0,12 | 207 | -8,04 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 6.957 | -1,32 | 1.790 | -9,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3.002 | 1,21 | 772 | -6,76 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 41.083 | 1,04 | 10.573 | -6,85 | ||||
| 2026-02-09 | 13F | Ellerson Group Inc /adv | 720 | -59,32 | 201 | -61,54 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 823 | -29,84 | 212 | -35,47 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 28.760 | 0,00 | 7.401 | -7,81 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 2.098 | 0,00 | 540 | -7,86 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 800 | 222 | ||||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 1.232 | 317 | ||||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 1.590 | 0,00 | 444 | -5,14 | ||||
| 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 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 3.562 | 9,20 | 917 | 0,66 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 1.041 | 0,00 | 268 | -7,93 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 1.029 | -50,00 | 530 | -7,84 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 307 | 86 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1.382 | -65,94 | 356 | -68,64 | ||||
| 2026-01-05 | 13F | BancFirst Trust & Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 3.321 | 927 | ||||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 1.120 | 0,00 | 288 | -7,69 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 500 | 233,33 | 129 | 212,20 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 882 | 0,00 | 227 | -8,13 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 11.201 | 4,42 | 2.883 | -3,74 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 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 | |||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 21.064 | 5.421 | ||||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 3.632 | 0,00 | 1.014 | -5,06 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 150 | 0,00 | 42 | -6,82 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 2.984 | -2,48 | 768 | -10,19 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 2.576 | 28,16 | 719 | 21,86 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 3.683 | 1,46 | 1.028 | -3,56 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 3.253 | -0,18 | 837 | -7,92 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 36.928 | 5,11 | 9.504 | -3,09 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 791 | -0,25 | 204 | -8,14 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2.319 | 31,99 | 597 | 21,63 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 1.504 | 0,00 | 387 | -7,64 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 32.270 | 1,30 | 9.008 | -3,75 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 13 | 0,00 | 3 | 0,00 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 9.776 | -26,06 | 2.516 | -31,84 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 100 | 0,00 | 26 | -7,41 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 97 | -11,01 | 25 | -20,00 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 46.341 | 1,19 | 12.074 | -5,54 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 6.700 | -3,44 | 1.870 | -8,24 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 7 | 0,00 | 2 | 0,00 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 45.816 | -4,76 | 12.789 | -9,50 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 15.040 | 0,91 | 4.198 | -4,11 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 4.228 | 1,20 | 1.088 | -6,69 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 4.510 | -2,04 | 1.161 | -9,73 | ||||
| 2025-11-14 | 13F | L2 Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 7.173 | -14,50 | 2.002 | -18,75 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 32.312 | 0,75 | 8.315 | -7,12 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 12.392 | 17,30 | 3.459 | 11,62 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 39.759 | 22,82 | 10.359 | 12,15 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 604 | 0,00 | 155 | -7,74 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 2.676 | 0,00 | 757 | 0,13 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 14.694 | 0,94 | 4.102 | -4,09 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 17.373 | 4,37 | 4.850 | -0,84 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 16.649 | 1,80 | 4.285 | -6,16 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 7.372 | -34,69 | 1.897 | -39,78 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 1.202 | -12,45 | 353 | -9,49 | ||||
| 2026-05-01 | 13F | American Trust | 1.849 | 65,68 | 476 | 52,73 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 11.212 | 0,18 | 3.130 | -4,84 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 1.466 | -2,85 | 409 | -7,67 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 3.197 | -50,27 | 823 | -54,18 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 44.635 | -6,36 | 11.487 | -14,30 | ||||
| 2026-01-27 | 13F | PFG Advisors | 10.554 | -5,50 | 2.946 | -10,21 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 2.625 | 21,64 | 675 | 12,13 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 155.125 | 8,29 | 39.921 | -0,17 | ||||
| 2026-01-15 | 13F | LeConte Wealth Management, LLC | 793 | -5,37 | 221 | -10,16 | ||||
| 2025-11-12 | 13F | Sand Hill Global Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 4.309 | 5,54 | 1.109 | -5,13 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 5.697 | 0,94 | 1.466 | -6,92 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 1.628 | -69,31 | 454 | -70,86 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 110 | 0,00 | 28 | -6,67 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 248 | 0,00 | 64 | -8,70 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 254 | 0,00 | 65 | -7,14 | ||||
| 2026-02-04 | 13F | Nwam Llc | 17.807 | 1,27 | 4.989 | -3,33 | ||||
| 2026-02-10 | 13F | Inspire Trust Co, N.a. | 36.500 | 19,67 | 10.189 | 13,71 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 4.887 | -4,04 | 1.258 | -11,54 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 3 | 1 | ||||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 25.195 | -26,86 | 7.033 | -30,51 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 11.655 | -1,46 | 3.291 | -5,70 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 208 | 0,48 | 58 | -3,33 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 9.370 | 15,11 | 2.616 | 9,37 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 76.163 | 16,71 | 19.601 | 7,60 | ||||
| 2026-01-06 | 13F | Clark Financial Services Group Inc /bd | 13.520 | -4,20 | 3.849 | -7,16 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 6.182 | -57,37 | 1.583 | -60,95 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 11.073 | -25,10 | 3.091 | -28,85 | ||||
| 2026-01-07 | 13F | Riversedge Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 1.105 | 38,82 | 308 | 32,19 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 45.861 | 41,70 | 11.802 | 30,64 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 252 | -93,37 | 70 | -93,73 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 214 | -4,46 | 55 | -11,29 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 283 | 0,35 | 73 | -8,86 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 22.550 | -0,35 | 6.295 | -5,32 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 793 | 0,00 | 204 | -7,69 | ||||
| 2026-04-20 | 13F | City State Bank | 1.002 | 0,00 | 258 | -7,89 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 4.346 | 61.985,71 | 1.213 | 60.550,00 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 275 | 0,00 | 77 | -5,00 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 136 | 38 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 2.851 | -1,11 | 734 | -8,94 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 15.273 | -0,62 | 4.263 | -5,58 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 19.125 | -21,46 | 5 | -33,33 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.169 | 41,89 | 1.330 | 30,91 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 1.109 | -63,17 | 840 | -5,09 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 97.828 | 1,74 | 25.176 | -6,20 | ||||
| 2026-02-04 | 13F | Shade Tree Advisors LLC | 898 | 251 | ||||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 6.056 | 7,02 | 1.691 | 1,68 | ||||
| 2025-11-04 | 13F | Legend Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 1.564 | 0,00 | 402 | -7,80 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 28.443 | 2,82 | 7.940 | -2,30 | ||||
| 2026-02-17 | 13F | Creative Planning | 138.561 | -0,01 | 38.678 | -5,00 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 69 | 0,00 | 20 | 5,26 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 8.433 | -0,69 | 2.170 | -8,44 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 6.300 | 0,06 | 1.759 | -4,92 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 1.355 | 378 | ||||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 56 | 16 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 383 | 0,00 | 107 | -5,36 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 43 | 12 | ||||||
| 2026-04-21 | 13F | Creekside Partners | 1.492 | -1,26 | 384 | -8,79 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 7.915 | 0,00 | 2.209 | -4,99 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 921 | 0,00 | 257 | -4,81 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 7.315 | -3,09 | 2.042 | -7,89 | ||||
| 2026-02-19 | 13F | Jacobs Equity LLC | 6.080 | 1.697 | ||||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 1.165 | 3,83 | 300 | -4,47 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 1.312 | -39,34 | 338 | -44,11 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 24.393 | 16,37 | 6.278 | 7,28 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 157 | 18,94 | 44 | 13,16 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 11.152 | 4,64 | 3.113 | -0,61 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 12.857 | -2,00 | 3.309 | -9,67 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 988 | 0,82 | 254 | -6,96 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 9.163 | 23,44 | 2.558 | 17,29 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 183 | 47 | ||||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 1.074 | 12,46 | 300 | 6,41 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 1.117 | 0,00 | 287 | -7,72 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Provident Living Financial Services, Inc. | 3.109 | 868 | ||||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 38.687 | -10,01 | 9.956 | -17,03 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 47.883 | 9,40 | 12.323 | 0,85 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 3.175 | -8,24 | 817 | -15,34 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 3.226 | 0,00 | 901 | -4,96 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Thayer Partners, LLC / MA | 2.398 | 669 | ||||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 1.739 | 0,00 | 448 | -7,84 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1.862 | 69,43 | 479 | 56,54 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1.348 | 5,23 | 347 | -3,08 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 302 | -0,33 | 84 | -5,62 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 3.889 | 97,91 | 1.086 | 88,04 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 1.085 | -1,81 | 279 | -9,42 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 776 | 0,13 | 217 | -4,85 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 6.989 | 22,10 | 2 | 0,00 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 44.070 | 65,62 | 11.341 | 52,70 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2.371 | 1,54 | 610 | -6,30 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 10.033 | -5,04 | 2.801 | -9,76 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 424.430 | -0,66 | 118.476 | -5,61 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 3.795 | 4,46 | 1 | -100,00 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 5.105 | -65,76 | 1 | -75,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3.121 | 3,28 | 803 | -4,74 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 2.964 | -3,83 | 827 | -8,62 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.576 | 14,24 | 719 | 8,61 | ||||
| 2026-04-21 | 13F | Kieckhefer Group Llc | 23.527 | 0,00 | 6.055 | -7,81 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 242 | 68 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 39.317 | 7,19 | 10.975 | 1,85 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 11.024 | 41,08 | 3.077 | 34,07 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 4.385 | 0,00 | 1.224 | -5,12 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 660.319 | 45,20 | 169.933 | 33,86 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 161.214 | -25,27 | 45.001 | -29,00 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 15.669 | -2,23 | 4.374 | -7,12 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 152.879 | 4,47 | 42.675 | -0,74 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 2.447 | -50,00 | 630 | -53,95 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 41.344 | -29,05 | 10.640 | -34,60 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 1.281 | -49,19 | 0 | |||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 1.670 | 4,70 | 430 | -3,60 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 10.642 | 2,17 | 2.739 | -5,81 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 3.504 | 3,45 | 902 | -4,66 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2.598 | -24,45 | 669 | -30,42 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 900 | 254 | ||||||
| 2026-02-09 | 13F | St. Louis Trust Co | 4.289 | 0,00 | 1.197 | -4,92 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 7.191 | -3,93 | 1.851 | -8,28 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.615.293 | 2,56 | 450.893 | -2,56 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 1.144 | 0,00 | 307 | -4,08 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 882.883 | 9,48 | 246.448 | 4,89 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1.320 | 1,93 | 340 | -6,09 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 46 | 0,00 | 13 | -7,69 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 979 | 0,00 | 270 | -5,92 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 10.965 | 0,00 | 2.822 | -7,81 | ||||
| 2026-01-29 | 13F | Comerica Bank | 36.299 | 2,35 | 10.132 | -2,75 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 56.988 | 15.937 | ||||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 81 | 23 | ||||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1.625 | -2,69 | 418 | -10,30 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 5.557 | 1.430 | ||||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 899 | 0,00 | 251 | -5,30 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 9.917 | 2,67 | 2.798 | -1,58 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 21.521 | 16,28 | 5.538 | 7,20 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 4.230 | 5,67 | 1.089 | -2,60 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 1.479 | 0,07 | 381 | -7,77 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6.661 | 8,05 | 1.714 | -0,35 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 5.605 | -3,40 | 1.442 | -10,93 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 113 | 0,00 | 32 | -6,06 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 127 | 41,11 | 33 | 28,00 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 95 | 0,00 | 24 | -7,69 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 2.416 | -52,77 | 622 | -56,48 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 1.640 | 0,00 | 422 | -7,66 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 5.767 | 0,61 | 1.484 | -7,25 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 13.599 | -2,58 | 3.796 | -7,44 | ||||
| 2026-02-13 | 13F/A | 360 Financial, Inc. | 28.123 | -4,74 | 7.850 | -9,48 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 798 | 0,00 | 205 | -7,66 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 20.532 | 118,05 | 5.284 | 101,03 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 293 | 0,00 | 75 | -7,41 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 82.780 | 1,25 | 23 | -4,17 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 2.496 | -0,24 | 436 | 5,84 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 8.455 | 6,39 | 2.176 | -1,94 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 31 | 0,00 | 8 | -12,50 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 5.345 | -49,93 | 1.492 | -52,41 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 46.851 | -3,49 | 13.386 | 0,65 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 1.532 | 428 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 716 | -14,86 | 203 | -13,25 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2.042 | 160,46 | 525 | 140,83 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3.013 | 1 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.206 | 0,05 | 568 | -7,80 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 1.500 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 332 | -83,39 | 86 | -84,74 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 12.880 | 3.315 | ||||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 57.925 | 1,88 | 16.169 | -3,20 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 936 | 0,00 | 241 | -8,05 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 92.587 | 7,09 | 25.845 | 1,74 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 284 | -1,73 | 73 | -8,75 | ||||
| 2026-02-13 | 13F | Baldwin Investment Management, LLC | 5.000 | -2,91 | 1.396 | -7,80 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 3.328 | 0,00 | 856 | -7,76 | ||||
| 2026-01-21 | 13F | Culbertson A N & Co Inc | 1.175 | -0,42 | 328 | -5,49 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 1.391 | 388 | ||||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 947 | 2.102,33 | 264 | 2.100,00 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 800 | 0,00 | 206 | -8,07 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 7.003 | 3,20 | 1.955 | -1,96 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 5.142 | 1,66 | 1.497 | 0,60 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 50 | -35,90 | 13 | -42,86 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 8.380 | -1,19 | 2.339 | -6,10 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 1.169 | -11,17 | 301 | -18,26 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 16.248 | 3,10 | 4.536 | -2,05 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.457 | -7,55 | 378 | -14,90 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 394 | 0,25 | 110 | -4,35 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 2.593 | -37,71 | 732 | -40,08 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 1.075 | -6,52 | 300 | -10,98 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 9.776 | 2.516 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.032 | -24,01 | 269 | -29,29 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 131.898 | 82,28 | 37 | 71,43 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 4.391 | 24,78 | 1.130 | 14,97 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 4.687 | -1,88 | 1.206 | -9,53 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 1.808 | -0,22 | 465 | -7,92 | ||||
| 2026-02-18 | 13F | Adventist Health System/ West | 96.768 | 0,00 | 27.012 | -4,99 | ||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 8.828 | 24,01 | 2.464 | 17,67 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 1.249 | -82,71 | 349 | -83,59 | ||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 876 | 0,23 | 245 | -4,30 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 26.953 | 1,27 | 7.524 | -3,92 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 2.656 | 0,00 | 684 | -7,83 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 3.091 | 0,29 | 863 | -4,75 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 22.878 | 75,78 | 6.386 | 67,04 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 31.662 | 15,46 | 8.838 | 9,69 | ||||
| 2026-04-15 | 13F | City Holding Co | 6.248 | 3,22 | 1.608 | -4,85 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 4.450 | -9,13 | 1.170 | -17,20 | ||||
| 2026-02-17 | 13F | Family Management Corp | 6.008 | -3,02 | 1.677 | -7,86 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 134 | -10,07 | 37 | -13,95 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 1.941 | -0,41 | 0 | |||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 1.177 | 0,00 | 329 | -5,20 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 919 | 0,00 | 237 | -7,81 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 14.641 | -3,40 | 3.768 | -10,95 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 1.012 | 283 | ||||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 7.705 | -2,51 | 2.151 | -7,37 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 601 | 0,00 | 168 | -5,11 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 107 | 31 | ||||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 11.250 | -5,49 | 3.140 | -10,21 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 62.227 | 8,80 | 17.370 | 3,37 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 903 | 21,53 | 232 | 12,08 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 4.473 | -4,38 | 1.281 | -6,84 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 200 | 0,00 | 51 | -7,27 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 10.344 | 36,11 | 2.662 | 25,51 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 6.292 | -2,93 | 1.619 | -10,50 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 672.555 | 8,25 | 187.737 | 2,85 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 713 | -23,00 | 184 | -29,07 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 186.801 | 2,55 | 52.144 | -2,57 | ||||
| 2025-11-07 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 3.751 | 0,00 | 965 | -7,74 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 7.644 | -9,11 | 2 | -50,00 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 11.083 | -5,37 | 3.094 | -10,24 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 1.544 | 2,59 | 431 | -2,71 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | Put | 1.700 | 6,25 | 475 | 0,85 | |||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 29.109 | 8.125 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 7.933 | -1,90 | 2.042 | -9,57 | ||||
| 2026-04-20 | 13F | Axecap Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 4.300 | 1.200 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 635 | 0,00 | 177 | -4,84 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 1.082 | 0 | ||||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 173 | -19,16 | 48 | -22,58 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 43.573 | -2,52 | 12.163 | -7,38 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 1.356 | 0,00 | 379 | -5,03 | ||||
| 2026-01-21 | 13F | Hrc Wealth Management, Llc | 32.991 | 0,26 | 9.209 | -4,74 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 23.635 | -45,22 | 6.082 | -49,49 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 5.126 | -3,88 | 1.319 | -11,36 | ||||
| 2026-05-01 | 13F | Kassira Wealth Management LLC | 8.114 | -1,24 | 2.088 | -8,94 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.037 | 25,85 | 289 | 19,42 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 5.083 | 15,44 | 1.419 | 9,67 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 3.095 | 34,04 | 864 | 27,29 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 1.068.574 | 2,47 | 298.282 | -2,64 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 2.189 | 611 | ||||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 26.846 | 1,57 | 7.494 | -3,50 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 1.480 | 0,00 | 381 | -7,99 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 8.289 | -2,11 | 2.133 | -9,73 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 8.482 | -1,05 | 2.368 | -6,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.102.848 | 9,10 | 586.989 | 3,66 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 1.676 | -3,07 | 431 | -10,58 | ||||
| 2026-04-07 | 13F | Eastern Bank | 151 | -46,64 | 39 | -51,28 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 619 | 24,55 | 159 | 15,22 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 10 | 0,00 | 3 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4.763 | -13,60 | 1.226 | -20,35 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 46.951 | 0,86 | 12.083 | -7,02 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 37 | 0,00 | 10 | 0,00 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | Call | 20.200 | 5.639 | |||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 791 | -18,62 | 221 | -22,81 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 333 | 0,00 | 93 | -5,15 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | Put | 20.200 | 5.639 | |||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 1.024 | 0,20 | 268 | -3,26 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 109.078 | 0,34 | 30 | -3,23 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 858 | -2,50 | 221 | -10,20 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 366 | 37,59 | 94 | 27,03 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 1.140 | -11,21 | 318 | -15,65 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 60 | 500,00 | 17 | 700,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 17.271 | -10,23 | 4.445 | -17,24 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 1.474 | 380 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 3.734 | -23,86 | 1.042 | -3,16 | ||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35.940 | 3,23 | 10.032 | -1,91 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 770 | 0,00 | 215 | -5,31 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 380 | 106 | ||||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 138 | 0,00 | 39 | -5,00 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 2.882 | 0,00 | 804 | -4,96 | ||||
| 2026-02-04 | 13F | Fusion Capital, LLC | 33.173 | 9,86 | 9.260 | 5,06 | ||||
| 2026-02-06 | 13F | Wrapmanager Inc | 1.556 | -23,84 | 434 | -27,67 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 1.081 | 278 | ||||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 35 | 0,00 | 10 | -10,00 | ||||
| 2026-02-02 | 13F | Payne Capital Management, LLC | 49.574 | 2,25 | 13.838 | -2,85 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 181 | 0,00 | 51 | -5,66 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 30.898 | -0,99 | 8.625 | -5,92 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 2.425 | -12,45 | 624 | -23,25 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 4.882 | 0,00 | 1.256 | -7,78 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 1.269 | 11,02 | 327 | 2,19 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 2.083 | 67,98 | 581 | 59,62 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 21.917 | -0,23 | 5.640 | -8,01 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 28.123 | 0,26 | 7.237 | -7,57 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.104.059 | -1,06 | 308.187 | -5,99 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 1.210 | 2,37 | 311 | -5,47 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 5.205 | -24,43 | 1.340 | -30,33 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 65.824 | 35,42 | 18.374 | 28,67 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 1.121 | -23,69 | 313 | -27,38 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 170 | 0,00 | 48 | -4,08 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 4.903 | 0,06 | 1.262 | -7,75 | ||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 6.348 | 0,08 | 1.772 | -4,94 | ||||
| 2026-02-13 | 13F | Croban | 2.131 | -19,03 | 595 | -23,16 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 1.596 | 7,77 | 411 | -0,73 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 1.000 | 0,00 | 257 | -7,89 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 1.804 | 0,00 | 464 | -7,75 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 1.145 | 0,00 | 295 | -7,84 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1.208 | 19,96 | 311 | 10,68 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 4.196 | 0,00 | 1.103 | -8,92 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 225 | 0,00 | 63 | -6,06 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1.664 | 0,12 | 428 | -7,56 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 504.141 | 4,78 | 140.731 | -0,45 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 1.840 | 0,00 | 514 | -5,00 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 165 | 46 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 27.467 | -6,59 | 7.069 | -13,89 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 2.533 | 0,00 | 652 | -7,92 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 1.090 | 0,09 | 281 | -7,59 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 997 | 0,00 | 257 | -7,91 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 15 | 0,00 | 4 | -25,00 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 1.238 | 0,00 | 346 | -4,96 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 818 | 1,24 | 210 | -6,67 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 6.852 | 0,41 | 1.763 | -7,41 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 33.365 | 2,98 | 8.586 | -5,05 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 2.835 | 0,00 | 730 | -9,44 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 269 | 0,37 | 69 | -6,76 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 28.748 | 10,69 | 7 | 0,00 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 2.720 | 0,00 | 700 | -7,91 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 3.826 | 0,34 | 985 | -7,52 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 1.874 | 47,10 | 523 | 39,84 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 3.375 | -1,03 | 916 | -8,49 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 893 | 0,00 | 230 | -8,03 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 2.480 | 0,00 | 692 | -4,95 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 549 | 0,37 | 141 | -7,24 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 43.411 | -7,45 | 11.172 | -14,67 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 901 | 0,00 | 232 | -7,97 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 17.710 | -10,82 | 4.558 | -17,79 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 3.326 | 856 | ||||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 91 | 0,00 | 25 | -3,85 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.543 | 0,46 | 431 | -4,66 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 39 | -18,75 | 10 | -23,08 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 83.429 | 6,54 | 23.288 | 1,23 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 4.043 | -28,02 | 1.129 | -31,64 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 8.521 | -17,89 | 2.193 | -24,31 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 1.405.344 | 14,30 | 392.288 | 12,19 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 1.578 | 415 | ||||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 700 | -0,85 | 180 | -8,63 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 10.630 | -7,81 | 2.967 | -12,40 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | First American Trust, Fsb | 8.491 | 2.370 | ||||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 2.614 | 0,00 | 708 | -4,45 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 2.713 | -0,33 | 757 | -5,26 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 3.616 | -17,95 | 1.009 | -22,02 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 1.708 | -2,29 | 440 | -12,02 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 1.131 | -5,28 | 316 | -10,00 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 76 | -99,03 | 22 | -94,28 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 5.500 | 2,94 | 1.415 | -5,10 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 675.777 | 3,80 | 188.637 | -1,38 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 42 | 12 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Betterment LLC | 86.435 | 2,24 | 24 | 0,00 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 4.939 | 40,31 | 1.271 | 29,43 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 9.980 | 13,27 | 2.786 | 7,61 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 508 | 0,00 | 131 | -7,80 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 194.570 | 7,22 | 50.073 | -1,15 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 1.144 | 294 | ||||||
| 2026-02-13 | 13F | Haverford Trust Co | 1.339 | 0,00 | 374 | -5,09 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 1.504 | 0,00 | 387 | -7,64 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 532 | -10,89 | 140 | -16,77 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 7.572 | -1,68 | 2.114 | -6,59 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 6.602 | 222,68 | 1.843 | 206,66 | ||||
| 2026-02-13 | 13F | Aviso Wealth Management | 2.867 | 3,24 | 800 | -1,84 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 427 | 110 | ||||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 1.787 | 2,17 | 499 | -2,92 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 1.856 | 24,73 | 478 | 14,94 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 108.818 | 4,87 | 30.375 | -0,36 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 173 | 0,00 | 48 | -4,00 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 1.970 | -3,34 | 507 | -10,74 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 817 | 0,00 | 210 | -7,89 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 48 | 0,00 | 14 | -7,14 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Game Plan Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 164 | 0,00 | 46 | -6,25 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 1.789 | 0,00 | 499 | -4,95 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 4.393 | -0,09 | 1.097 | -10,68 | ||||
| 2026-04-16 | 13F | Friday Financial | 4.432 | 6,51 | 1.141 | -1,81 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 833 | 1,09 | 214 | -6,96 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 240 | 34,08 | 0 | |||||
| 2026-04-16 | 13F | Davis Capital Management | 20 | 0,00 | 5 | 0,00 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 14.178 | 14,80 | 3.958 | 9,28 | ||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 4.987 | 0,75 | 1 | 0,00 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 4.721 | -3,08 | 1.318 | -7,90 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 1.086 | 0,84 | 303 | -4,11 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 9.826 | 49,88 | 2.743 | 42,37 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 10.819 | -26,52 | 3.020 | -30,20 | ||||
| 2026-02-14 | 13F | Bank of Marin | 2.257 | -1,66 | 630 | -6,53 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 867 | 242 | ||||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 1.993 | 7,96 | 513 | -0,58 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 1.659 | -5,74 | 427 | -13,24 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 3.371 | -1,89 | 868 | -9,59 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1.467 | -7,21 | 0 | |||||
| 2026-03-03 | 13F/A | Integrated Investment Consultants, LLC | 4.004 | 0,00 | 1.118 | -5,02 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 15.653 | -9,96 | 4.369 | -14,45 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 238 | 0,00 | 66 | -4,35 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 88.364 | 72,10 | 22.740 | 58,67 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 67.409 | 9,77 | 17 | 0,00 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 97 | -12,61 | 27 | -15,62 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 3.002 | 0,00 | 805 | -3,82 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 18.244 | 5,26 | 5.093 | -0,14 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 856 | 0,00 | 220 | -8,33 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 10.727 | -1,52 | 2.994 | -6,44 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 1.835 | 5,28 | 512 | 0,00 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 13.669 | 2,22 | 3.816 | -2,88 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 91 | -28,35 | 25 | -32,43 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 1.086 | -31,57 | 279 | -36,88 | ||||
| 2026-01-26 | 13F | Zeit Capital LLC | 21.935 | -0,33 | 6.123 | -5,31 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 219.081 | 1,78 | 56.380 | -6,16 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 1.176 | -6,81 | 328 | -11,35 | ||||
| 2026-02-13 | 13F | LM Advisors LLC | 321 | -72,09 | 1 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 12.953 | 0,84 | 3.511 | -4,36 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 837 | 0,00 | 215 | -7,73 | ||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 7.381 | -1,07 | 1.899 | -8,79 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 1.060 | 103,45 | 273 | 87,59 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 11.852 | 4,90 | 3.373 | 4,20 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 412 | 0,00 | 0 |
Other Listings
| US:VOT | 285,15 $ |
