Grundlæggende statistik
| Institutionelle ejere | 1239 total, 1236 long only, 0 short only, 3 long/short - change of 2,82% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3682 % - change of -2,36% MRQ |
| Institutionelle aktier (lange) | 40.504.124 (ex 13D/G) - change of -0,93MM shares -2,23% MRQ |
| Institutionel værdi (lang) | $ 12.004.393 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Small-Cap Growth ETF (GB:0LOE) har 1239 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 40,504,124 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Assetmark, Inc, CI Private Wealth, LLC, Sei Investments Co, LPL Financial LLC, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., UBS Group AG, and Pnc Financial Services Group, Inc. .
Vanguard Index Funds - Vanguard Small-Cap Growth ETF (LSE:0LOE) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.331 | 2.000,00 | 711 | 2.051,52 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 28.288 | 0,80 | 8.550 | 0,85 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 10.523 | 1,45 | 3.181 | 1,50 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 19.518 | 1,71 | 5.899 | 1,76 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 12.528 | -4,52 | 3.786 | -4,47 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8.486 | -3,84 | 2.565 | -3,83 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 1.495 | 32,30 | 452 | 32,26 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 358 | -0,83 | 108 | 0,00 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 1.367 | 4,27 | 413 | 4,29 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 1.376 | 0,07 | 416 | 0,24 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1.017 | 33.800,00 | 0 | |||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.560 | 0,00 | 774 | 0,00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 261 | 79 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 2.872 | 0,49 | 868 | 0,58 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 3.760 | -0,58 | 1.137 | -0,53 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 1.175 | 0,00 | 355 | 0,28 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3.499 | 16,75 | 1.058 | 16,80 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2.221 | -5,65 | 671 | -5,63 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 1.363 | 0,07 | 412 | 0,00 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1.972 | 0,00 | 596 | 1,54 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 6.396 | -15,05 | 1.933 | -15,00 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1.147 | -0,26 | 347 | -0,29 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 12.469 | 0,89 | 3.769 | 0,94 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 16.917 | 7,25 | 5.113 | 7,30 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 1.585 | 479 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 211 | 8,76 | 64 | 8,62 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 112 | 0 | ||||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 9.852 | 3,49 | 2.978 | 3,55 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 1.591 | 7,65 | 486 | 8,74 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4.956 | -3,45 | 1.498 | -3,42 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 39 | 12 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 937 | 0,32 | 283 | 1,44 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 3 | ||||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 298 | -42,25 | 90 | -41,94 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 4.384 | 1,95 | 1.325 | 2,08 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 631 | 188 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 12.969 | -0,18 | 3.920 | -0,15 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5.626 | 20,37 | 1.701 | 21,43 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 1.098 | 0,00 | 332 | 0,00 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 4.433 | 1,51 | 1.340 | 1,52 | ||||
| 2026-01-07 | 13F | Vigilare Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 251 | 0,00 | 76 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 367.120 | 110.962 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 1.714 | 518 | ||||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Hartline Investment Corp/ | 4.306 | 0,00 | 1.301 | 0,08 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 715 | 0,00 | 216 | 0,00 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 38.149 | 0,00 | 11.531 | 0,04 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 775 | 0,13 | 234 | 0,43 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 3 | 1 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2.066 | 1,92 | 624 | 1,96 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 3.960 | 3,39 | 1.197 | 3,46 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co | 682 | 0,00 | 206 | 0,00 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1.579 | -44,24 | 477 | -44,21 | ||||
| 2026-04-06 | 13F | CX Institutional | 20.773 | -40,79 | 6 | -40,00 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 15.973 | 11,13 | 4.828 | 11,17 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 13.174 | 22,43 | 3.982 | 22,49 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3.215 | -0,25 | 972 | -0,21 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 1.356 | -17,27 | 410 | -17,37 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 62.700 | 18.942 | ||||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 2.449 | 6,11 | 740 | 6,17 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 71.414 | 6,44 | 21.585 | 6,48 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 3.748 | 0,00 | 1.133 | 0,00 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 369 | 0,00 | 112 | 0,00 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 2.934 | 7,16 | 887 | 7,13 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 99 | 0,00 | 30 | 0,00 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 5.508 | 1.665 | ||||||
| 2026-05-14 | 13F | St. Louis Trust Co | 3.648 | -10,10 | 1.103 | -10,04 | ||||
| 2026-04-23 | 13F | Simmons Bank | 6.594 | -1,76 | 1.992 | -1,73 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1.229 | -10,88 | 371 | -10,82 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 300 | 91 | ||||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 5.489 | 4,37 | 1.659 | 4,47 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 36.216 | 0,84 | 10.947 | 0,88 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 15.807 | -2,44 | 4.777 | -2,41 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2.782 | 1,46 | 841 | 1,45 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 1.943 | -0,87 | 587 | -0,84 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 127 | 5,83 | 38 | 5,56 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 5.889 | -13,24 | 1.780 | -13,17 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4.822 | 0,88 | 1.458 | 0,90 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 126 | 0,00 | 38 | 0,00 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 205 | 0,00 | 62 | 0,00 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 754 | 228 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 322 | 2.200,00 | 97 | 2.325,00 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 5.987 | 0,66 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 7.336 | 4,01 | 2.217 | 4,08 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5.645 | 1,80 | 1.706 | 1,85 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 402 | 1,26 | 121 | 0,83 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 1.035 | 0,00 | 313 | 0,00 | ||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3.086 | -6,37 | 933 | -6,33 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 1.125 | 1,35 | 340 | 2,73 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 50.068 | -20,59 | 15.133 | -20,55 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 319 | -12,84 | 97 | -12,73 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.609.318 | 2,84 | 486.416 | 2,89 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 10.372 | -2,90 | 3.135 | -2,85 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 46.866 | 2,33 | 14.165 | 2,39 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 37 | 0,00 | 11 | 0,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1.731 | 0,06 | 523 | 0,19 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 104 | 0,00 | 31 | 0,00 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1.424 | -10,94 | 430 | -10,97 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 665 | -3,62 | 201 | -3,37 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1.506 | -3,34 | 492 | -2,00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 649 | 217 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 6.705 | 3,06 | 2.027 | 3,10 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 5.957 | 4,47 | 1.800 | 4,53 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 70 | -49,64 | 21 | -48,78 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4.872 | 12,60 | 1 | 0,00 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 4 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 2.249 | 0,00 | 1 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 18.370 | -2,41 | 5.552 | -2,36 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 1.226 | 0,00 | 371 | 0,00 | ||||
| 2026-05-12 | 13F | Goodwin Investment Advisory | 2.423 | -0,04 | 732 | 0,00 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 13.561 | 0,65 | 4.099 | 0,69 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 1.105 | 0,00 | 334 | 0,00 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2.939 | -0,34 | 888 | -0,22 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2.267 | -5,54 | 685 | -5,52 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 27 | 35,00 | 8 | 33,33 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 1.488 | 97,09 | 450 | 96,93 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 783 | 0,00 | 0 | |||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 929 | 1,75 | 281 | 1,82 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1.130 | 0,09 | 341 | 0,00 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 2.465 | -0,80 | 745 | -0,80 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 4.815 | 0,00 | 1.394 | -5,11 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 24.385 | 27,46 | 7.371 | 27,53 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 13.194 | -2,76 | 3.988 | -2,73 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 101 | 197,06 | 31 | 200,00 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1.358 | 1,95 | 410 | 1,99 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 18.589 | -0,40 | 5.619 | -2,84 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 4.584 | 2,39 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 684 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | GLR Partners, LLC | 2.440 | 737 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 5.493 | -0,22 | 1.660 | -0,18 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2.017 | -7,90 | 610 | -7,87 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 60 | 0,00 | 18 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5.311 | -3,80 | 1.606 | -3,72 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 36 | 2,86 | 11 | 0,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 1.804 | 0,67 | 545 | 0,74 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 35.519 | 59,71 | 10.736 | 59,79 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 2.547 | 7,79 | 770 | 7,85 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 7.279 | 682 | ||||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 214.055 | 0,86 | 64.698 | 0,91 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 51.387 | 2,27 | 16.301 | 7,39 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 362 | -3,47 | 109 | -3,54 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8.422 | -6,71 | 2.546 | -6,67 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 270 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 545 | 0,18 | 165 | 0,00 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.942 | 22,76 | 587 | 22,80 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 1.277 | 386 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 1.120 | -3,78 | 339 | -3,70 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 883 | -10,54 | 267 | -10,74 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 74 | 0,00 | 22 | 0,00 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 40 | 12 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 204.118 | 0,31 | 61.695 | 0,36 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 710 | 215 | ||||||
| 2026-05-11 | 13F | Wrapmanager Inc | 930 | -8,82 | 281 | -8,77 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 3.897 | 0,52 | 1.178 | 0,51 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 1.721 | 520 | ||||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 72 | 0,00 | 22 | 0,00 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 667 | -0,74 | 201 | -0,50 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 18.634 | -2,66 | 6.141 | -0,34 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 27.242 | 1,13 | 8.234 | 1,17 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 8.834 | -11,33 | 2.670 | -11,27 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 447 | 0,00 | 135 | 0,00 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 8.522 | -36,67 | 2.576 | -36,65 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 25.974 | -3,74 | 7.851 | -3,70 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 1.680 | -78,35 | 508 | -78,37 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 121.688 | 36.780 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.398 | 3,27 | 725 | 3,28 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 1.473 | 13,48 | 445 | 13,52 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11.027 | 3.333 | ||||||
| 2026-05-15 | 13F | Marquette Associates, Inc. | 1.676 | 507 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9.661 | 18,90 | 2.920 | 18,99 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 368.412 | 4,53 | 111.353 | 4,58 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 2.564 | 170,75 | 1 | |||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 140.744 | 23,65 | 42.540 | 23,71 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1.341 | 405 | ||||||
| 2026-05-06 | 13F | Performa Ltd (US), LLC | 31.723 | 0,00 | 9.588 | 0,05 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 26.756 | -6,57 | 8.091 | -6,52 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 2.601 | 3,38 | 786 | 3,42 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 1.688 | 0,24 | 1 | |||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 1.524 | 0,07 | 461 | 0,00 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 215 | 0,00 | 65 | 0,00 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 24.860 | -4,10 | 7.514 | -4,06 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 32 | 10 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 6.827 | 5,35 | 2.063 | 5,42 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 17.104 | -0,28 | 5.170 | -0,23 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 1.977 | -9,15 | 597 | -10,09 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 42.528 | -16,83 | 12.854 | -16,80 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 8.807 | -2,93 | 2.662 | -2,92 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2.558 | -5,61 | 773 | -5,50 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 88 | 0,00 | 27 | 0,00 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 47 | 0,00 | 14 | 0,00 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 10.286 | -12,79 | 3.109 | -12,77 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1.961 | 11,80 | 593 | 11,70 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 6 | 0,00 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 46 | 0,00 | 14 | 0,00 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 29.915 | 6,69 | 9.042 | 6,73 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 7.061 | -0,11 | 2.134 | -0,05 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 802 | 0,00 | 242 | 0,00 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 400 | 0,00 | 121 | 0,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 18.386 | 5,55 | 5.557 | 5,61 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 17.396 | -2,06 | 5.857 | 1,90 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 151.879 | 35,83 | 45.905 | 35,90 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 3.696 | 41,34 | 1.117 | 41,44 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2.708 | 0,22 | 825 | 1,10 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Finward Bancorp | 1.655 | -5,05 | 500 | -4,94 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 36 | 0,00 | 11 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 17.234 | -11,20 | 5.209 | -11,15 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1.246 | -5,82 | 376 | -5,76 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 2.224 | 0,00 | 672 | 0,15 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 70 | 0,00 | 21 | 0,00 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 5.122 | -0,39 | 1.548 | -0,32 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 1.898 | 0,11 | 574 | 0,17 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 1.373 | 0,37 | 415 | 1,72 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 7.115 | -0,75 | 2.248 | 3,83 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 1.135 | 0,00 | 343 | 0,00 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 672 | 0,00 | 203 | 0,00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.135 | -2,06 | 645 | -1,98 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 212.659 | -5,59 | 64.246 | 95.789,55 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 182 | 0,00 | 55 | 1,85 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.281 | 1,59 | 387 | 1,84 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 206.025 | 14,21 | 70.755 | 29,79 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 20.126 | 6,72 | 6.083 | 6,78 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 1.086 | 0,00 | 328 | 0,00 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 16 | 0,00 | 5 | 0,00 | ||||
| 2026-04-07 | 13F | InvesTrust | 1.949 | 3,73 | 589 | 3,88 | ||||
| 2026-05-12 | 13F | ESG Planning | 8.710 | 2.633 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 856 | 27,95 | 259 | 27,72 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 1.640 | 23,31 | 496 | 23,44 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 14.041 | 10,44 | 4.244 | 10,49 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 865 | 0,00 | 262 | 0,00 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 32 | 10 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 58 | 0,00 | 18 | 0,00 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 36.214 | 1,83 | 10.946 | 1,87 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 32.604 | -5,86 | 9.855 | -12,07 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 656 | 198 | ||||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 5.222 | 1,62 | 1.578 | 1,68 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 174 | 3.380,00 | 53 | 5.100,00 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 2.427 | 0,00 | 733 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 141 | 43 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2.062 | -1,25 | 623 | -1,11 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 301 | 0,33 | 91 | 0,00 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 31.964 | 7,66 | 9.661 | 7,72 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 1.590 | -0,31 | 481 | -0,21 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 727 | -20,89 | 220 | -26,01 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 923 | 0,00 | 279 | 0,00 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 865 | -5,57 | 262 | -5,43 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 5.538 | 17,33 | 1.673 | 19,16 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 1.703 | 0,00 | 1 | |||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 46 | 2,22 | 14 | 0,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 492 | 149 | ||||||
| 2026-04-22 | 13F | Motco | 140 | 42 | ||||||
| 2026-05-14 | 13F | Apriem Advisors | 6.452 | 20,04 | 1.950 | 20,15 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2.554 | 3,03 | 772 | 3,07 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 4.752 | 0,83 | 1.436 | 0,91 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 725 | 219 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 792 | 0,00 | 239 | 0,00 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 1.622 | 4,85 | 490 | 4,93 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 7 | 0,00 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 804 | 0,00 | 243 | 0,00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 69.015 | -0,35 | 20.860 | -0,31 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 30 | 0,00 | 9 | 0,00 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 14.118 | -7,57 | 4.267 | -7,52 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 2.843 | 0,00 | 859 | 0,12 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 1.105 | 0,09 | 334 | 0,30 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.450 | 438 | ||||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 4.213 | 6,93 | 1.273 | 6,97 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 79.726 | -2,62 | 24.097 | -2,57 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 1.630 | -1,45 | 493 | -1,40 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 1.858 | 0,00 | 562 | 0,00 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 10.609 | -0,69 | 3.207 | -0,65 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 2.148 | 0,00 | 649 | 0,00 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 146 | 0,00 | 44 | 0,00 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 5.376 | 3,13 | 1.625 | 3,17 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 192 | -16,88 | 58 | -15,94 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 930 | 0,00 | 281 | 0,36 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3.204 | 40,53 | 968 | 40,70 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 41.097 | 3,07 | 12.421 | 3,12 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 317.128 | 4,73 | 95.852 | 4,77 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2.884 | 0,00 | 872 | 0,00 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 7.941 | 0,72 | 2.400 | 0,80 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3.671 | -0,08 | 1.114 | 0,27 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 16.635 | 0,67 | 5.028 | 0,72 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 32.927 | -3,05 | 9.952 | -3,01 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 138.366 | 0,07 | 41.821 | 0,11 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 28.537 | 86,82 | 8.625 | 86,93 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 32.109 | -5,34 | 10.851 | 5,88 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4.293 | -0,95 | 1.298 | -0,92 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 688 | 0,00 | 208 | 0,00 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 4.413 | -16,09 | 1.334 | -16,06 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 8.588 | 2.596 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2.657 | 0,00 | 803 | 0,12 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 24.464 | 2,21 | 7.394 | 2,25 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 1.289 | 0,16 | 390 | 0,26 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 10.782 | 0,77 | 3.259 | 0,80 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 14 | -85,26 | 4 | -85,71 | ||||
| 2026-05-15 | 13F | Seal Cove Capital, LLC | 308 | 0,00 | 93 | 0,00 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 857 | 0,00 | 259 | -5,82 | ||||
| 2026-05-12 | 13F | Creative Planning | 124.032 | 1,50 | 37.489 | 1,54 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 50.527 | -0,97 | 15.272 | -0,93 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 7.150 | 0,10 | 2.161 | 0,14 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 11.129 | 2,91 | 3.364 | 2,97 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 127 | 0,00 | 38 | 0,00 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 54.767 | 4,57 | 16.553 | 4,62 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 827 | -9,42 | 250 | -9,09 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.539 | 0,52 | 465 | 0,65 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 2.244 | -92,52 | 678 | -92,51 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 95 | 0,00 | 29 | 0,00 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 10.612 | -3,32 | 3.208 | -3,29 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 15.423 | -0,18 | 4.662 | -0,13 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 18.569 | -21,53 | 5.612 | -21,50 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 32.815 | -10,10 | 9.918 | -10,06 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 443 | 0,00 | 134 | 0,00 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3.238 | -0,28 | 979 | -0,20 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 793 | 0,00 | 240 | 0,00 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3.250 | 323,73 | 1.065 | 330,77 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 899 | -0,33 | 272 | -0,37 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 1.997 | -66,03 | 604 | -66,03 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 8.093 | 1,29 | 2.446 | 0,37 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 2.818 | 0,04 | 852 | 0,00 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 129.093 | 3,69 | 39.018 | 3,74 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 772 | -2,28 | 233 | -2,10 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 19.945 | 20,23 | 6.028 | 20,30 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 408 | 946,15 | 123 | 1.018,18 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5.529 | -12,60 | 1.671 | -12,56 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 10.488 | -0,34 | 3.170 | -0,31 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 944 | 2,28 | 285 | 2,52 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 764 | 231 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 225 | 0,00 | 68 | 0,00 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 462 | 0,00 | 140 | 0,00 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 44.441 | -7,26 | 13.432 | -7,22 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 14.876 | -1,79 | 4.496 | -1,75 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 767 | 0,13 | 232 | 0,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 131.049 | -1,54 | 39.579 | -1,49 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 1.217 | 69,50 | 368 | 69,91 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 12.734 | 10,97 | 3.849 | 11,02 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 41.002 | -5,27 | 12.393 | -5,22 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 581 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 388 | 0,00 | 117 | 0,00 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 1.431 | 30,57 | 433 | 30,51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 23.257 | 448,51 | 7.026 | 457,18 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 2.272 | -5,25 | 687 | -5,25 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 6 | -14,29 | 2 | -50,00 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 60 | 0,00 | 18 | 0,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 788 | 0,00 | 238 | 0,00 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 3.419 | 0,50 | 1.034 | 0,58 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 950 | 23,38 | 287 | 23,71 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 4.782 | 81,14 | 1.445 | 81,30 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 741 | 0,00 | 224 | 0,00 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 949 | 0,11 | 287 | 0,00 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 740 | 0,00 | 224 | 0,00 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 21.262 | -0,93 | 6.423 | -0,93 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 448 | 0,00 | 135 | 0,00 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1.921 | 0,05 | 581 | 0,00 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 8.330 | 3,32 | 2.518 | 3,37 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 948 | 11,01 | 287 | 11,28 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 12.438 | 3,02 | 3.759 | 3,07 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 1.251 | 1,79 | 378 | 1,89 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 7.670 | -2,42 | 2.318 | -2,36 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 757 | -82,71 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 784 | 0,13 | 237 | 0,00 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 8 | -11,11 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26.454 | 19,79 | 7.994 | 19,82 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 884 | -34,76 | 267 | -34,72 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 77.540 | -22,81 | 23.829 | -25,33 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 379 | 0,00 | 115 | 0,00 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 54.229 | -4,28 | 16.391 | -4,24 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 28.093 | 1,82 | 8.491 | 1,87 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 858 | -3,05 | 259 | -3,00 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 1.277 | -3,11 | 386 | -3,27 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 9.668 | 1,46 | 2.922 | 1,53 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 5.740 | 0,38 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 25 | 0,00 | 8 | 0,00 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 23.702 | -1,23 | 7.164 | -1,19 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 2.153 | 0,51 | 651 | 0,46 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 9.444 | -4,66 | 2.854 | -4,61 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 760 | -0,39 | 230 | -0,43 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2.052 | -3,98 | 620 | -3,88 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1.678 | -8,71 | 507 | -8,65 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 24 | 0,00 | 7 | 0,00 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 76 | 0,00 | 23 | 0,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 705 | -18,87 | 213 | -17,83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.205 | -0,80 | 969 | -0,82 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 5 | 0,00 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 34.802 | -1,25 | 10.519 | -1,21 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 14.836 | 6,12 | 4.482 | 6,13 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 75.478 | -2,24 | 22.813 | -2,19 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 151 | 0,00 | 46 | 0,00 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2.915 | 881 | ||||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 29.838 | -0,60 | 9.019 | -0,55 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 21.523 | 2,40 | 6.505 | 2,46 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 985 | -12,29 | 298 | -12,39 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 14.115 | 0,01 | 4.266 | 0,07 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4.329 | -93,67 | 1.308 | -93,58 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 46 | 0,00 | 14 | 0,00 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 1.908 | 0,00 | 577 | 0,00 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 3.590 | -3,03 | 1.091 | -2,94 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4 | 1 | ||||||
| 2026-05-12 | 13F | Aspiriant, Llc | 4.683 | 0,00 | 1.415 | 0,07 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 2.602 | 2,00 | 786 | 2,08 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 14.463 | -3,37 | 4.371 | -3,32 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3.439 | -4,31 | 1.039 | -9,89 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 1.667 | 92,94 | 504 | 92,72 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 9.431 | -3,29 | 2.850 | -3,26 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 672 | 0,00 | 203 | 0,00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.424 | 130,26 | 1.035 | 130,51 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 1.713 | -1,72 | 518 | -1,71 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 60.452 | 6,14 | 18.272 | 6,19 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 2.986 | -1,45 | 902 | -3,84 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 25.547 | -4,24 | 7.721 | -4,19 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 28.038 | 5,74 | 8.474 | 5,79 | ||||
| 2026-05-13 | 13F | Laffer Investments | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 254 | 0,00 | 77 | 0,00 | ||||
| 2026-04-24 | 13F | Balentine LLC | 30 | 9 | ||||||
| 2026-05-08 | 13F | ROSS\JOHNSON & Associates LLC | 19 | 0,00 | 6 | 0,00 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 8.708 | -1,58 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 617.063 | 19,77 | 182.026 | 16,95 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 841 | 1,45 | 254 | 1,60 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3.058 | 2,62 | 924 | 2,67 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 180 | 55 | ||||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 791 | 0,00 | 239 | 0,42 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 70 | 21 | ||||||
| 2026-04-28 | 13F | Busey Wealth Management | 2.480 | 0,00 | 750 | 0,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 28.015 | -3,95 | 8.468 | -3,90 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 764 | 0,00 | 231 | 0,00 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.946 | 2,69 | 588 | 2,80 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 62 | 0,00 | 19 | 0,00 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1.287 | -34,70 | 389 | -34,79 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 1.738 | 0,70 | 525 | 0,77 | ||||
| 2026-05-11 | 13F | United Bank | 2.770 | -35,45 | 837 | -35,42 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 119 | 0,00 | 36 | 0,00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 2.730 | -34,50 | 825 | -34,47 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 4.046 | 1.223 | ||||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 14.297 | -0,27 | 4.321 | -0,21 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 342 | 0,00 | 103 | 0,00 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 37.811 | 24,15 | 11.428 | 24,20 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.974 | -0,97 | 899 | -0,88 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 23.699 | -78,40 | 23.659 | -28,61 | ||||
| 2026-04-29 | 13F | Custom Index Systems, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Bravera Wealth | 10.898 | 18,60 | 3.294 | 18,62 | ||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 1.405 | 0,00 | 425 | 0,00 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 5 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 8.602 | 1,10 | 2.600 | 1,13 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 25 | 13,64 | 8 | 16,67 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7.334 | -2,43 | 2.222 | -2,37 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2.949 | -22,60 | 891 | -22,59 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 1.777 | 0,06 | 537 | 0,19 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 994 | 300 | ||||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 10 | 0 | ||||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 1.580 | 0,00 | 478 | 0,00 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2.216 | -1,82 | 670 | -1,76 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 243.275 | -2,28 | 70.450 | -6,33 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 49 | 0,00 | 15 | 0,00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 1.829 | 0,11 | 553 | 0,18 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 1.336 | 0,00 | 404 | 0,00 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 6.156 | 0,00 | 1.861 | 0,05 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3.124 | -28,79 | 944 | -28,75 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8.456 | -51,42 | 2.556 | -51,41 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 5.084 | -2,70 | 1.537 | -2,66 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 6.095 | -0,02 | 1.842 | 0,05 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 1.799 | -14,41 | 1 | |||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 9.041 | -4,34 | 2.733 | -4,31 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5.617 | 0,11 | 1.698 | 0,18 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 3.283 | -0,58 | 992 | -0,50 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 810 | -94,90 | 245 | -94,91 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1.875 | 0,00 | 567 | 0,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 37.839 | 79,54 | 11.432 | 115,44 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 275 | 83 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 655 | 219 | ||||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 1.170 | -6,40 | 354 | -6,37 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 411 | -26,74 | 124 | -26,63 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 138 | 42 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 386 | 117 | ||||||
| 2026-04-30 | 13F | First Horizon Corp | 13.396 | -0,51 | 4.049 | -0,47 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 29.901 | 36,52 | 9.034 | 36,57 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 670 | 203 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2.708 | 0,00 | 818 | 0,00 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 4.289 | 1,47 | 1.296 | 1,57 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 477.172 | -7,35 | 144.225 | -7,31 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 675 | -21,24 | 204 | -21,32 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 54 | 0,00 | 16 | 0,00 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 15.374 | -3,55 | 4.645 | -2,11 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 148 | -38,59 | 45 | -38,89 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 1.247 | -8,51 | 377 | -8,52 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 840 | 0,00 | 254 | 0,00 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 1.350 | 0,00 | 408 | 0,25 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Fuller & Thaler Asset Management, Inc. | 3.512 | -26,85 | 1.061 | -26,83 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 4.597 | 0,00 | 1.389 | 0,07 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 13.004 | 1,29 | 3.930 | 130.900,00 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 8.459 | 0,20 | 2.557 | 0,24 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 3.553 | 1.074 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3.865 | 5,72 | 1.168 | 5,80 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 97.146 | 11,06 | 29.362 | 11,11 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 18.748 | 0,71 | 5.667 | 0,76 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 88.509 | 2,94 | 26.752 | 2,99 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 71.442 | 13,94 | 21.593 | 14,00 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 1.151 | 0,00 | 348 | 0,29 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.506 | 155,98 | 758 | 156,61 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 22 | 7 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 17.551 | 21,24 | 5.305 | 21,29 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 8 | 0,00 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 970 | -10,10 | 293 | -9,85 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 91 | 0,00 | 28 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 19.124 | 5.780 | ||||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 905 | -0,44 | 274 | -0,36 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 10.800 | -16,28 | 3.264 | -16,24 | |||
| 2026-05-06 | 13F | Main Street Group, LTD | 39 | 12 | ||||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 139.711 | 1,19 | 42.228 | 1,24 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.251 | -27,06 | 378 | -27,03 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 117.712 | -2,67 | 35.579 | -2,63 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 1.885 | 1,73 | 570 | 1,79 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 654 | -12,45 | 198 | -12,44 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1.144 | -9,85 | 346 | -9,92 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 87.308 | -13,07 | 26.389 | -13,03 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 1.767 | -25,41 | 534 | -25,31 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 133.265 | 2,01 | 40.279 | 2,06 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 31.479 | -0,55 | 9.515 | -0,51 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 66 | 0,00 | 20 | 0,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 273.378 | -19,00 | 82.632 | -18,95 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1.854 | 0,71 | 560 | 0,72 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 734 | 0,00 | 222 | 0,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2.674 | 4,37 | 808 | 4,39 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 65.227 | 19,03 | 19.715 | 20,88 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2.113 | -0,70 | 638 | 0,79 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 19 | 6 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 3.419 | -2,70 | 1.033 | -2,64 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 4.479 | -3,47 | 1.354 | -3,43 | ||||
| 2026-04-16 | 13F | Security National Bank | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 1.071 | -1,20 | 324 | -1,22 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2.268 | -0,83 | 686 | -0,72 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9.607 | -6,55 | 2.904 | -6,51 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 1.101 | 0,09 | 333 | 0,00 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 2.407 | 0,00 | 728 | 0,00 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 722 | -0,28 | 218 | 0,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 134 | 40 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 75.038 | -36,64 | 22.680 | -36,61 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2.884 | 0,24 | 872 | 0,23 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 458 | 0,00 | 138 | 0,00 | ||||
| 2026-05-13 | 13F | Invst, LLC | 1.598 | 1,52 | 483 | 1,68 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 11.304 | -3,69 | 3.417 | -3,67 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 54 | 16 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 1.535 | 0,00 | 464 | 0,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 14.367 | -14,30 | 4.342 | -14,26 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2.119 | -39,77 | 640 | -38,81 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 1.912 | 59,07 | 578 | 56,79 | ||||
| 2026-05-07 | 13F | Nordwand Advisors, LLC | 1.500 | 0,00 | 453 | 0,00 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 316.577 | 0,91 | 95.685 | 0,95 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 39.576 | -1,81 | 11.962 | -1,77 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 73 | 0,00 | 22 | 0,00 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 4.197 | -0,87 | 1.269 | -0,86 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 5.072 | -1,55 | 1.533 | -1,48 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1.590 | 10,96 | 481 | 11,11 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 118.422 | 2,95 | 35.793 | 105.173,53 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4.593 | 6,49 | 1.388 | 6,52 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 58.988 | -0,60 | 17.829 | -0,56 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 23.679 | -0,71 | 7 | 0,00 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 2.200 | 0,14 | 655 | -1,36 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 200 | 0,00 | 60 | 0,00 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 2.097 | 0,00 | 634 | 0,00 | ||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 2.222 | -14,08 | 672 | -14,08 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 11 | 3 | ||||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 144.537 | -2,19 | 43.686 | -2,15 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 1.600 | 0,00 | 484 | 0,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 14.656 | 14,52 | 4.430 | 14,56 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 1.747 | 0,98 | 588 | 7,30 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 10.132 | 1,40 | 3.062 | 1,46 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 15.238 | 5,72 | 4.606 | 5,76 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 1.710 | -26,07 | 517 | -26,07 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 661.433 | -1,04 | 199.918 | -0,99 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2.067 | -11,59 | 625 | -11,61 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2.752 | -57,18 | 832 | -57,43 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 5.570 | -0,11 | 1.684 | -0,06 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 18 | 0,00 | 5 | 0,00 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 899 | 0,11 | 272 | 0,00 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 1.957 | -8,81 | 656 | 1,08 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 35.049 | 3,70 | 10.594 | 3,75 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.360 | -2,44 | 713 | -2,33 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 3.029 | 5,87 | 915 | 5,90 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 427 | 0,00 | 129 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 74.674 | -0,93 | 22.570 | -0,88 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 1.449 | 0,00 | 438 | 0,23 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 311 | 0,00 | 94 | 1,08 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 23.017 | -16,49 | 6.957 | -16,44 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 577 | 0,00 | 174 | 0,00 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 400 | 0,00 | 121 | 0,00 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 7.524 | -3,30 | 2.274 | -3,23 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 30.810 | -0,56 | 9.312 | -0,51 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 2 | 0,00 | 1 | |||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14.709 | 3,61 | 4.446 | 3,66 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 503 | 0,00 | 152 | 0,66 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.163 | 167,70 | 654 | 167,62 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 75.583 | 38,42 | 22.834 | 40,52 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 19.781 | 14,42 | 5.978 | 14,46 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 899 | 0,00 | 272 | 0,00 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 35.763 | 117,95 | 10.809 | 118,06 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 4.621 | 7,27 | 1.397 | 7,30 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 817 | 0,00 | 247 | 0,00 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 2.182 | 4,10 | 659 | 4,11 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 5.389 | -0,07 | 1.629 | -0,06 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 1.390 | 0,07 | 420 | 0,24 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 4.478 | 0,00 | 1.353 | 0,07 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 1.481 | -22,62 | 448 | -22,66 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 3.022 | 1,92 | 913 | 2,01 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5.855 | -15,14 | 1.770 | -15,12 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 162 | 49 | ||||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 136 | 0,00 | 41 | 0,00 | ||||
| 2026-04-13 | 13F | Trust Co | 4.203 | 1,06 | 1.270 | 1,11 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 2.277 | 10,64 | 688 | 10,79 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 539 | 10,91 | 163 | 10,96 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 932 | 0,00 | 282 | 0,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Entrust Financial Llc | 650 | 1,40 | 196 | 1,55 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 2.753 | -22,21 | 832 | 0,24 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 9 | 3 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2.320 | 1,93 | 701 | 2,04 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 11.655 | 3.523 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 51.625 | -3,16 | 16 | -6,25 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 15.445 | -0,13 | 4.668 | -0,09 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 50 | -97,52 | 15 | -97,53 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 710 | -18,76 | 214 | -18,63 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 3 | 1 | ||||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 862 | -27,13 | 260 | -27,17 | ||||
| 2026-04-24 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 1.152 | 0,44 | 348 | 0,58 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 1.394 | 0,00 | 421 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 2.500 | 56,25 | 756 | 56,31 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 7.000 | -38,05 | 2.116 | -38,03 | |||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 27.810 | -3,88 | 8.405 | -3,84 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 1.604 | 28,63 | 485 | 28,72 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Copia Wealth Management | 987 | 0,00 | 298 | 0,00 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 6.714 | -2,21 | 2.029 | -2,17 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 1.265 | -0,94 | 382 | -0,78 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 671 | 0,00 | 203 | 0,00 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 12.130 | -3,27 | 3.666 | -3,22 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 33.972 | 1,73 | 10.268 | 1,77 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 3.125 | 0,22 | 945 | 0,32 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 5.227 | -4,83 | 1.580 | -4,82 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 1.387 | 419 | ||||||
| 2026-05-27 | 13F | Tenret Co LLC | 17.038 | 5,32 | 5.150 | 5,36 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 8.949 | 21,24 | 2.705 | 21,31 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 4.807 | -6,57 | 1.453 | -6,56 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 28.888 | 2,08 | 8.732 | 2,13 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 1.585 | -0,63 | 479 | -0,42 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 4.353 | -42,75 | 1.316 | -42,73 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 317 | 256,18 | 96 | 265,38 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 24.898 | 19,63 | 7.525 | 19,69 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 2.257 | 0,00 | 682 | 0,15 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 781 | 0,00 | 236 | 0,43 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1.393 | -19,99 | 421 | -19,81 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 392.074 | -0,09 | 1.347 | -7,30 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 247 | 0,00 | 75 | 0,00 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 1.422 | 0,00 | 430 | 0,00 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 3 | 0,00 | 1 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 76.194 | -0,02 | 23 | 0,00 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 111 | 0,00 | 34 | 0,00 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 283 | 0,00 | 86 | 0,00 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1.351 | 408 | ||||||
| 2026-05-12 | 13F | Argentarii, LLC | 13.152 | 903,20 | 397 | 0,25 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 697.629 | 0,47 | 210.858 | 0,52 | ||||
| 2026-05-14 | 13F | Betterment LLC | 20.264 | 4,54 | 6 | 20,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 673 | 23,03 | 205 | 15,82 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 4.167 | 0,00 | 1 | 0,00 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 1.091 | 0,00 | 330 | 0,00 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 820 | -1,91 | 248 | -1,98 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 720 | 0,00 | 218 | 0,00 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 14 | 0,00 | 4 | 0,00 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 5.244 | 13,68 | 1.722 | 23,55 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1.712 | 31,19 | 517 | 31,22 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Athena Investment Management | 1.450 | -8,81 | 438 | -8,75 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 1.510 | 0,00 | 456 | 0,00 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 1.816 | -0,77 | 549 | -0,72 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 19.292 | -2,72 | 5.831 | -2,69 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 2.599 | -4,34 | 785 | -4,27 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1.091 | 0,00 | 330 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 9.633 | 92,05 | 2.912 | 92,21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 657 | 161,75 | 199 | 164,00 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 233 | 0,00 | 70 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 17.774 | 1,72 | 5.372 | 1,76 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3.932 | 5,33 | 1.188 | 5,41 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 2.669 | 2,61 | 807 | 2,68 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 3.559 | 0,00 | 1.076 | 0,00 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 1.776 | -10,71 | 537 | -10,67 | ||||
| 2026-05-08 | 13F | NCP Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 40 | 0,00 | 12 | 0,00 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 217 | 0,00 | 66 | 0,00 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 11.622 | 11,09 | 4 | 200,00 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 24.422 | 486,79 | 7.382 | 487,19 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 1.954 | 2,09 | 591 | 2,08 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 1.319 | 4,60 | 399 | 4,74 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 41 | 0,00 | 12 | 0,00 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 1.294 | 4,02 | 394 | 5,07 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 16.429 | -96,18 | 4.966 | -96,18 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 773 | 63,42 | 234 | 64,08 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 9.316 | 1,21 | 2.816 | 1,26 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 89 | -63,22 | 27 | -64,38 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 855 | -50,00 | 517 | 0,00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.835 | -17,23 | 857 | -17,21 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 549 | -0,18 | 166 | 0,00 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2.885 | 6,81 | 872 | -1,02 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 385 | 0,00 | 116 | 0,00 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 891 | 269 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 5.608 | -1,28 | 1.695 | -1,22 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 367 | 2,80 | 111 | 2,80 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 966 | -60,33 | 292 | -60,27 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 5.135 | -10,01 | 1.552 | -9,92 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 22.877 | 13,55 | 6.915 | 13,60 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 2.686 | 258,13 | 812 | 263,68 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 7.716 | 1,59 | 2.332 | 1,66 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 176 | 0,00 | 53 | 0,00 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 1.488 | 3,12 | 450 | 2,98 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 10.697 | -4,31 | 3.233 | -4,26 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1.264 | 0,80 | 382 | 1,06 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 719 | 217 | ||||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 830 | 0,00 | 251 | 0,00 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 833 | 0,00 | 252 | 0,00 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 40 | 0,00 | 12 | 0,00 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1.252 | 13,00 | 378 | 13,17 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 161 | 0,00 | 49 | 0,00 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 1.098 | -0,09 | 332 | -0,30 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 8.307 | 3,69 | 2.511 | 3,72 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 694 | -14,11 | 210 | -14,34 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 1.696 | 0,00 | 513 | 0,00 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 946 | 0,64 | 286 | 0,71 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 48.307 | 0,56 | 14.601 | 0,60 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 1.959 | 1 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 9.947 | 40,85 | 3.006 | 40,93 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 6.476 | 4,42 | 1.957 | 4,48 | ||||
| 2026-05-05 | 13F | UBS Group AG | 769.517 | 5,87 | 232.587 | 5,92 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9.116 | -0,92 | 2.754 | 0,55 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 2.776 | 1,72 | 839 | 1,82 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 2.262 | -4,80 | 684 | -4,74 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 910 | 0,00 | 275 | 0,00 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 2.928 | 885 | ||||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 10.858 | -2,49 | 3.280 | -1,00 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 4.495 | 0,16 | 1.359 | 0,22 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 658 | 0,00 | 199 | 0,51 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 5.217 | 2 | ||||||
| 2026-05-11 | 13F | F/M Investments LLC | 740 | 0,00 | 224 | 0,00 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 13.868 | -1,48 | 4.192 | -1,43 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 970 | 12,01 | 293 | 12,26 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 42.653 | 12,17 | 12.917 | 12,43 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 5.378 | 0,00 | 1.639 | 0,92 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 85 | 0,00 | 26 | 0,00 | ||||
| 2026-04-23 | 13F | Bell Bank | 2.181 | 0,55 | 659 | 0,61 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 482 | -17,47 | 146 | -17,61 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.650 | -2,54 | 499 | -2,54 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1.134 | -8,25 | 343 | -8,31 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Kentucky Trust Co | 8 | 0,00 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 1.570 | -33,02 | 475 | -33,05 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 2.325 | 703 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1.085 | -8,28 | 328 | -8,40 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 15.646 | 110,86 | 4.729 | 111,02 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 11.614 | 0,00 | 3.510 | 0,06 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 3.125 | -75,71 | 945 | -73,80 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 9.327 | 2.819 | ||||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 1.476 | -1,53 | 446 | -1,33 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 7.758 | -0,08 | 2.345 | -0,04 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 137.928 | 1,93 | 41.689 | 1,97 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 487.734 | 17,86 | 147.408 | 17,92 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 8.808 | -2,95 | 2.662 | -2,88 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 14.774 | 22,90 | 4.465 | 22,97 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 12.311 | 0,97 | 3.969 | 7,74 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 24 | 0,00 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.936.579 | 2,87 | 585.332 | 2,91 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14.324 | -0,37 | 4.330 | -0,32 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 1.379 | 0,66 | 417 | 0,73 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 404 | -3,81 | 122 | -2,40 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 5.652 | -3,29 | 1.708 | -3,29 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 25 | 0,00 | 8 | 0,00 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 20 | 0,00 | 6 | 0,00 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 610 | 204 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 1.406 | 73,15 | 425 | 73,06 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 750 | -1,19 | 227 | -1,31 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1.679 | -47,13 | 508 | -47,13 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 32.605 | 333,69 | 9.855 | 333,91 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 14.116 | 0,27 | 4.267 | 0,31 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 846 | -11,51 | 256 | -11,46 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | MKT Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5.868 | 17,67 | 1.773 | 19,25 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 1.217 | 0,00 | 401 | 2,56 | ||||
| 2026-01-14 | 13F | Enclave Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 1.511 | 72,29 | 457 | 72,73 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 255 | 0,00 | 77 | 0,00 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 16.692 | -2,60 | 5.045 | -2,55 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 2.871 | 868 | ||||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 13.742 | -15,43 | 4.154 | -15,40 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 12.280 | -19,40 | 3.712 | -19,36 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 1.089 | 0,00 | 329 | 0,30 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 400 | 0,00 | 121 | 0,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 9.484 | 1.017,08 | 2.867 | 1.019,53 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 86.956 | -6,24 | 26.282 | -6,20 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 3.965 | 1.199 | ||||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 6.440 | 1,71 | 1.947 | 1,78 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 1.753 | 0,11 | 530 | 0,19 | ||||
| 2026-05-11 | 13F | Commerce Bank | 26.183 | 34,16 | 7.914 | 34,23 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1.646 | -0,18 | 498 | -0,20 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 95.425 | 5,20 | 28.842 | 5,25 | ||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 708 | 222 | ||||||
| 2026-05-12 | 13F | Dynamic Financial Group | 758 | 0,00 | 229 | 0,44 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 27.683 | 2,52 | 8.367 | 2,57 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 943 | 0,00 | 285 | 0,35 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 22.173 | 4,07 | 6.702 | 4,12 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 1.937 | -3,73 | 585 | -2,17 | ||||
| 2026-05-01 | 13F | American Trust | 3.884 | -1,62 | 1.174 | -1,51 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 8.041 | -1,30 | 2.430 | -1,26 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1 | 0 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 4.098 | 33,22 | 1.239 | 33,26 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 2.027 | 0,00 | 613 | 0,00 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 2.474 | 0,61 | 748 | 0,67 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 1.222 | -50,04 | 369 | -50,00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 352 | 5,71 | 106 | 6,00 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 4.949 | 4,08 | 1.496 | -2,29 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 7 | 0,00 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 1.541 | -4,70 | 466 | -4,71 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 200 | 61 | ||||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 2.514 | 0,04 | 760 | 0,00 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 692 | -8,34 | 209 | -8,33 | ||||
| 2026-04-20 | 13F | City State Bank | 210 | 0,00 | 63 | 0,00 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 182 | 0,00 | 55 | 1,85 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 171.756 | 3,17 | 51.913 | 3,21 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 3.720 | 1.124 | ||||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 5.545 | -22,72 | 1.706 | -24,59 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 3.691 | -54,16 | 1.116 | -54,15 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 4.111 | 2,54 | 1.243 | 2,56 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 142.837 | -3,97 | 43.174 | -3,92 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 50.303 | 9,48 | 15.204 | 9,53 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 2.157 | -10,01 | 652 | -10,08 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 14.297 | -33,16 | 4.321 | -33,78 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 317.705 | -2,39 | 96.027 | -2,34 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 23.621 | 3,51 | 7.139 | 3,55 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 16.412 | 54,83 | 4.961 | 54,90 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 45 | 0,00 | 14 | 0,00 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 2.490 | 0,08 | 753 | 0,13 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 2.548 | 23,33 | 770 | 23,40 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 11.109 | 167,49 | 3.358 | 191,91 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 258 | -91,88 | 78 | -91,85 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 3.296 | -0,63 | 1.019 | 0,10 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 29.423 | 17,72 | 8.893 | 17,77 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 95 | 29 | ||||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1.794 | -0,50 | 542 | -0,37 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 1.385 | 0,80 | 456 | 9,88 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 668 | -6,57 | 202 | -6,94 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 18.272 | -2,33 | 5.523 | -2,28 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 4.140 | 2,65 | 1.251 | 2,71 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 3.949 | 1 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1.247 | -0,48 | 383 | -1,79 | ||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 159 | 48 | ||||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 87.775 | -4,13 | 26.530 | -4,09 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 11.096 | 2,25 | 3.354 | 2,29 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 4.214 | 1,15 | 1.274 | 1,19 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 3.468 | -5,86 | 1.048 | -5,84 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 673 | 0,00 | 203 | 0,00 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 3.840 | 0,00 | 1.161 | 0,00 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 4.989 | -1,01 | 1.508 | -0,99 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 156 | 0,00 | 47 | 0,00 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 3.986 | 4,76 | 1.336 | 11,44 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2.649 | 4,05 | 801 | 4,03 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 9.609 | 1.031,80 | 2.904 | 1.034,38 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3.576 | -0,17 | 1.081 | -0,18 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 2.092 | 0,00 | 632 | 0,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2.763 | -8,66 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 6.435 | 13,93 | 1.945 | 13,95 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 1.235 | 0,00 | 373 | 0,00 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 4.896 | 0,00 | 1.682 | 6,66 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 476.911 | -1,30 | 144.146 | -1,26 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 5.946 | 5,76 | 1.797 | 5,83 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 2.740 | -1,08 | 828 | -4,39 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 29.536 | -0,39 | 8.927 | -0,35 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 1.502 | 0,00 | 458 | 0,88 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Matisse Capital | 9.554 | 0,00 | 2.888 | 0,03 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 808 | 0,00 | 244 | 0,00 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1.272 | -13,17 | 384 | -13,12 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 3.571 | 28,27 | 1.079 | 28,30 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 910 | 11,66 | 275 | 11,79 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 6.970 | -0,09 | 2.107 | -0,05 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 3.244 | 984 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 62 | 0,00 | 19 | -5,26 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 2.257 | -0,88 | 682 | -2,30 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 26.326 | 6,16 | 7.958 | 6,21 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 2.454 | -9,21 | 742 | -9,19 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 6.686 | 0,00 | 2.251 | 9,70 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 1.386 | 0,00 | 419 | 0,00 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1.083 | 0,00 | 327 | 0,00 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2.340 | -0,55 | 707 | -0,56 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 4.687 | -2,09 | 1.417 | -2,07 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 0 | -100,00 | 0 | |||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 728 | 220 | ||||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 46.823 | -8,23 | 14.152 | -8,18 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 1.487 | -21,20 | 449 | -21,23 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 1.975 | -4,45 | 597 | -4,33 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1.602 | 0,44 | 484 | 0,62 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | One Capital Management, LLC | 817 | 247 | ||||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 12.256 | 0,31 | 3.704 | 0,35 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 1.165 | 0,00 | 352 | 0,28 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 435 | -14,71 | 131 | -14,94 | ||||
| 2026-04-21 | 13F | Creekside Partners | 7.035 | -3,76 | 2.126 | -3,71 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 254 | -18,85 | 0 | |||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 3.908 | 0,00 | 1.181 | 0,08 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 996 | 0,00 | 301 | 0,33 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 43.186 | 12,40 | 13.053 | 12,45 | ||||
| 2026-05-08 | 13F | Bokf, Na | 6.514 | 4,79 | 1.969 | 4,85 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.000 | 0,00 | 302 | 0,00 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | REDW Wealth LLC | 752 | 0,00 | 227 | 0,00 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 76 | 0,00 | 23 | 0,00 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 10.451 | 2,55 | 3.159 | -0,50 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.578 | 6,05 | 477 | 6,24 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 1.321 | 0,00 | 399 | 0,00 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 1.061 | 0,00 | 321 | 0,00 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1.250 | -3,10 | 378 | -3,08 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2.970 | -11,76 | 898 | -11,80 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 14.693 | 13,19 | 4.255 | 7,45 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 536.196 | 5,79 | 162.065 | 5,84 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 23.022 | 6.959 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 24.933 | 8,19 | 7.536 | 8,24 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 3.015 | 0,00 | 911 | 0,11 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 148.527 | 3,09 | 44.896 | 3,14 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 18.694 | -4,13 | 5.650 | -4,07 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6.532 | 1,05 | 1.974 | 1,13 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 2.939 | -50,64 | 888 | -50,61 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2.688 | -0,19 | 812 | -0,12 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 19.963 | 6,09 | 6.929 | 16,24 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 149.329 | 26,71 | 45.135 | 26,76 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Bank Of Hawaii | 4.168 | 3,86 | 1.260 | 3,88 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 788 | 4,10 | 238 | 4,39 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 9.973 | 1,73 | 3.014 | 1,79 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4.536 | -2,24 | 1.371 | -2,21 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 29.248 | -0,04 | 8.840 | 0,01 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 326 | 98 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 662 | 200 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.238 | -1,67 | 676 | -1,60 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 387 | 11,53 | 117 | 39,76 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 4.117 | -0,05 | 1.244 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 1.176 | -2,33 | 355 | -2,20 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 1.474 | -33,72 | 446 | -33,68 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 1.445 | 0,00 | 437 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8.271 | 12,39 | 2.521 | 13,41 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 35 | -75,86 | 11 | -76,74 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 1.051 | -1,59 | 318 | -1,55 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 637.264 | 21,09 | 192.613 | 21,14 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 47.883 | -2,39 | 14.473 | -2,35 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 212.492 | 0,61 | 64.223 | 0,65 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 758 | -18,93 | 229 | -18,79 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 64.479 | -0,28 | 19.489 | -0,24 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.025 | -0,97 | 310 | -0,96 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | L.K. Benson & Company, P.C. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 2.832 | -12,35 | 856 | -12,40 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1.534 | 21,46 | 464 | 21,52 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 4.174 | -3,47 | 1.262 | -3,45 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 1 | -50,00 | 0 | |||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1.803 | -14,67 | 545 | -14,73 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 4.102 | -1,30 | 1.240 | -1,27 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 3.945 | 11,60 | 1.192 | 11,72 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 10.372 | 16,81 | 3.135 | 16,85 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 9.003 | 9,61 | 2.721 | 9,67 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1.427 | -2,73 | 431 | -2,71 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 367 | 111 | ||||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 3.881 | -16,05 | 1.173 | -15,97 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 214 | -38,68 | 65 | -39,05 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3.268 | -0,73 | 988 | -0,70 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 810 | 245 | ||||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 1.552 | 2,99 | 469 | 2,86 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 2.912 | 0,10 | 880 | 0,23 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 173 | 0,00 | 52 | 0,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 24 | 0,00 | 7 | 0,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 10.877 | 116,93 | 3.653 | 141,22 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8.438.257 | -17,74 | 2.550.463 | -17,70 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 12.730 | 3,21 | 3.848 | 3,25 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 48 | 0,00 | 15 | 0,00 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 165 | -45,72 | 0 | |||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 21.547 | -4,70 | 7.285 | 1,85 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 1.233 | -70,96 | 373 | -70,98 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 4.102 | 18,52 | 1.240 | 18,56 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 930 | 36,76 | 281 | 37,07 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 2.774 | 838 | ||||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 371 | 0,00 | 112 | 0,00 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 12.293 | -31,33 | 3.716 | -31,31 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 1.559 | 0,00 | 471 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 94.403 | 2,68 | 28.520 | 4,23 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 8.311 | 2.512 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 807.814 | 4,06 | 244.162 | 4,10 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Stanich Group LLC | 4.379 | -1,57 | 1.324 | -1,64 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 2.811 | -5,86 | 850 | -5,88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 8.816 | -4,13 | 2.665 | -4,10 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 63.324 | 76,24 | 19.140 | 76,33 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 19.197 | -1,72 | 5.802 | -1,68 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 842 | 0,00 | 254 | 0,00 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2.024 | -0,49 | 612 | -0,49 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 1.193 | 0,00 | 361 | 0,00 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 26.188 | 8,83 | 7.915 | 8,89 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 304 | 0,00 | 92 | 0,00 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 491 | -1,60 | 148 | 0,00 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 1.729 | 32,80 | 523 | 32,82 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 3.153 | 0,19 | 913 | -4,00 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 5.366 | -1,29 | 1.622 | -1,28 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 940 | -44,44 | 286 | -44,03 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 11.290 | -0,32 | 3.412 | -0,26 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 999 | -19,57 | 302 | -19,73 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 31 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 10.608 | -3,27 | 3.206 | -3,23 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 37.888 | 11,19 | 11.451 | 11,24 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 1.088 | 4,51 | 329 | 4,46 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 227.911 | 0,75 | 68.441 | 1,64 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 715 | 0,00 | 216 | 0,00 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 7.314 | -1,48 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Headland Capital, LLC | 1.429 | 0,00 | 432 | 0,00 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 8.878 | -1,22 | 2.683 | -1,18 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 176 | 0,00 | 53 | 0,00 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1.271 | -1,85 | 384 | -1,79 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 4.296 | 378,40 | 1.298 | 378,97 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 2.500 | 4,17 | 756 | 4,14 | |||
| 2026-04-28 | 13F | Whittier Trust Co | 6.564 | -6,40 | 2.022 | -9,25 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 12 | -42,86 | 4 | -50,00 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8.440 | 2.551 | ||||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 97 | 0,00 | 29 | 0,00 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1.825 | 3,99 | 552 | 3,96 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 2.860 | 9,66 | 865 | 9,78 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 10.341 | 1,47 | 3.126 | 1,53 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1.990 | 10,86 | 601 | 10,89 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 23.495 | -3,03 | 7.101 | -2,98 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 2.187 | -1,17 | 661 | -1,05 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 1.864 | -1,27 | 563 | -1,23 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 1.180 | -1,67 | 357 | -1,66 | ||||
| 2026-04-15 | 13F | City Holding Co | 4.134 | -1,55 | 1.249 | -1,50 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 214 | 19,55 | 65 | 18,52 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 43 | 13 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 772 | 46,21 | 233 | 46,54 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 4.721 | 1,16 | 1.427 | 1,28 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 3.812 | -1,12 | 1.152 | -1,03 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 6.685 | 0,03 | 2.021 | 0,10 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.611 | -37,85 | 487 | -37,93 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 2.387 | 118,79 | 2.238 | 579,94 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3.772 | -7,09 | 1.140 | -7,01 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 5.718 | 0,00 | 1.728 | 0,06 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 103.182 | -11,48 | 31.187 | -11,43 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 80 | 0,00 | 24 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8.329 | 100,51 | 2.517 | 100,72 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 2.913 | 19,63 | 880 | 19,73 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 727 | 0,00 | 220 | 0,00 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 62 | 0,00 | 19 | 0,00 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 9.750 | 17,64 | 2.947 | 17,70 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 1.045 | 10,70 | 316 | 10,53 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 40.543 | -0,24 | 12.254 | -0,19 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 17.662 | -41,63 | 5.338 | -41,61 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 772 | 0,00 | 233 | 0,00 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 776 | -0,26 | 235 | -0,43 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 4.062 | -0,47 | 1.228 | -0,41 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 542 | -1,09 | 164 | -1,21 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1.228 | -18,89 | 395 | -13,38 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 3.326 | 0,00 | 1.005 | 0,10 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1.302 | 0,08 | 394 | 0,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 762 | -21,69 | 230 | -21,50 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 3.621 | 0,00 | 1.095 | 0,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 969.157 | 2,02 | 292.784 | 3,56 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 23.082 | 3,31 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3.441 | -2,36 | 1.040 | -2,26 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 3.532 | 1,73 | 1.068 | 1,81 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 12.061 | 3.378 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3.928 | -9,53 | 1.187 | -9,46 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 2.367 | -34,67 | 715 | -34,64 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 428 | -10,46 | 129 | -10,42 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 193 | -76,20 | 58 | -76,33 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5.240 | 14,71 | 1.584 | 14,79 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 38 | 0,00 | 11 | 0,00 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 6.780 | -9,53 | 2.050 | -9,46 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 3.217 | 20,22 | 972 | 29,64 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 19.773 | -37,56 | 5.976 | -37,53 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3.585 | -7,00 | 1.084 | -6,96 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 7.422 | 6,76 | 2.243 | 6,81 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 14.834 | 4,38 | 4.484 | 4,43 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 7.400 | 2.237 | |||||
| 2026-04-07 | 13F | Eastern Bank | 123 | -38,50 | 37 | -38,33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4.808 | 32,34 | 1.453 | 32,45 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 34.088 | 11,22 | 10.303 | 11,26 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 432 | 0,00 | 131 | 0,00 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 3.299 | -3,26 | 997 | -3,20 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 2.625 | -5,06 | 793 | -5,03 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 37.328 | 34,15 | 11.293 | 34,25 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 4.792 | -12,52 | 1.448 | -12,45 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 2.986 | 903 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 4.700 | 1.421 | |||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 2.983 | -2,39 | 902 | -2,38 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 462 | 93,31 | 140 | 95,77 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 603.872 | 0,09 | 182.520 | 0,14 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 42.420 | 1,39 | 12.821 | 1,44 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 2.633 | 29,96 | 796 | 29,90 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 375 | 0,00 | 113 | 0,00 | ||||
| 2026-02-03 | 13F | Capstone Triton Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Nwam Llc | 1.707 | -1,61 | 516 | -4,81 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 684 | -9,40 | 207 | -9,65 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 12.529 | -11,21 | 3.787 | -11,19 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | BSW Wealth Partners | 2.871 | -13,39 | 868 | -13,39 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 106 | 0,00 | 32 | 0,00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 14.573 | -1,19 | 4.405 | -1,14 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 1.326 | 0,00 | 401 | -1,72 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 4.733 | 13,47 | 1.430 | 15,15 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 531.766 | 1,60 | 160.723 | 0,64 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Geneva Capital Management Llc | 11.351 | 105,82 | 3.431 | 106,01 | ||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 11 | 0,00 | 3 | 0,00 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.700 | -6,80 | 816 | 16,43 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 84.555 | 3,59 | 26 | 4,17 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 1.040 | 0,00 | 314 | 0,00 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 1.500 | 0,33 | 453 | 0,44 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 726 | -29,72 | 219 | -29,81 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | SWAN Capital LLC | 26.040 | -14,68 | 7.870 | -14,64 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 766 | 3,10 | 231 | 3,13 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1.741 | -0,40 | 526 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 4.535 | -6,09 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1.011 | -28,35 | 306 | -28,40 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 47 | 0,00 | 14 | 0,00 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 6.093 | -21,71 | 1.842 | -21,69 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 7.934 | 2,10 | 2.398 | 2,13 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 2.427 | 12,10 | 734 | 12,08 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2.008 | 8,48 | 607 | 8,59 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 14.005 | 4.233 | ||||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 1.935 | 0,00 | 585 | 0,00 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 2.112 | 638 | ||||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 1.355 | 0,15 | 410 | 0,25 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 1.620 | 0,00 | 490 | 0,00 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 1.004 | 0,10 | 304 | 0,00 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 515 | 0,00 | 149 | -5,10 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 232 | 0,00 | 71 | -2,74 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 37.938 | 0,55 | 11.467 | 0,60 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 780 | 0,13 | 236 | 0,00 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 942 | 0,00 | 285 | 0,00 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Northeast Investment Management | 2.061 | 0,00 | 623 | 0,00 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 1.962 | 0,62 | 593 | 0,68 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1.736 | 3,77 | 525 | 3,76 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 7.351 | -0,26 | 2.222 | -0,22 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 67 | 0,00 | 20 | 5,26 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 31.032 | -2,29 | 9.379 | -2,24 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 1.109 | 0,00 | 335 | 0,30 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 218 | 0,00 | 66 | 0,00 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1.075 | 6,65 | 325 | 6,58 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 5.481 | 3,67 | 1.657 | 3,69 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 1.319 | 0,00 | 399 | 0,00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 22 | -79,44 | 7 | -81,25 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 2.226 | 6,71 | 1 | |||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 40.427 | 0,36 | 12.219 | 0,41 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 2.300 | 220 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 7.528 | 2.275 | ||||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 38.458 | 26,10 | 12 | 22,22 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9.130 | -1,96 | 2.760 | -1,92 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 47.625 | 7,31 | 14.395 | 7,36 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 18.932 | 2,25 | 5.722 | 2,31 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 81 | 0,00 | 24 | 0,00 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4.822 | 0,88 | 1.458 | 0,90 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 7.119 | 0,04 | 2.152 | 0,09 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 3.724 | 0,00 | 1.126 | 0,09 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 100.821 | 0,05 | 30.473 | 0,10 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 198 | -72,91 | 60 | -73,18 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 10 | 0,00 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 2.257 | 682 | ||||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 10 | 0,00 | 3 | 0,00 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 1.444 | 0,00 | 436 | 0,00 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 13.248 | 21,06 | 4.004 | 21,15 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 216 | -6,09 | 0 | |||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9.883 | -0,41 | 2.987 | -0,37 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 130 | 0,00 | 39 | 0,00 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 52.678 | 129,38 | 15.922 | 129,51 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.055 | 306 | ||||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Partners in Financial Planning | 66.835 | 1,19 | 20.201 | 1,24 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 327.717 | -11,88 | 99.053 | -11,84 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 1.408 | 0,00 | 426 | -4,49 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 406 | 0,00 | 123 | 0,00 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 837.597 | -6,64 | 253.164 | -6,59 | ||||
| 2026-05-15 | 13F | Fmr Llc | 99.434 | 55,41 | 30.054 | 55,48 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 1.340 | 0,00 | 405 | 0,25 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 86.224 | 3,37 | 26.061 | 3,42 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 38.400 | 49,42 | 11.606 | 49,48 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 8.400 | 950,00 | 2.539 | 953,11 | |||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 17.605 | -1,39 | 5.321 | -1,34 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 6.583 | 0,61 | 1.990 | 0,66 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 4.943 | 4,28 | 1.494 | 4,26 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 8.419 | -3,74 | 2.545 | -3,71 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 8.499 | 2,91 | 2.569 | 2,93 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 6.086 | 22,23 | 1.839 | 22,27 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 40 | 0,00 | 12 | 0,00 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 827 | -5,81 | 250 | -5,66 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 31.418 | -1,36 | 9.496 | -1,31 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 59.644 | 12,62 | 18.036 | 12,67 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 2.628 | 0,00 | 794 | 0,13 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 21.769 | 14,57 | 6.580 | 14,62 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 502 | 0,00 | 152 | 0,00 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 8.904 | 26,69 | 2.691 | 26,75 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 4 | 0,00 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 12 | 0,00 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 93.386 | -31,12 | 28.226 | -31,09 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3.637 | 6,03 | 1.099 | 6,08 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 130 | 0,00 | 39 | 0,00 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 6.159 | -3,08 | 1.862 | -21,08 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 183 | -8,04 | 55 | -6,78 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 1.072 | 0,00 | 324 | 0,31 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 3.680 | -87,43 | 1.112 | -93,94 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 230 | 0,00 | 70 | 0,00 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 314.286 | 2,63 | 94.993 | 2,67 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 956 | -99,67 | 289 | 0,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 383 | 0,00 | 116 | 0,00 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 108 | 0,00 | 33 | 0,00 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 673 | -5,34 | 207 | -5,05 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 75.423 | 4,61 | 22.796 | 4,66 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 810 | -10,69 | 245 | -10,95 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 177 | 16,45 | 53 | 17,78 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 293.554 | -1,38 | 88.726 | -1,33 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3.873 | -0,05 | 1 | 0,00 | ||||
| 2026-04-16 | 13F | Friday Financial | 4.508 | 5,82 | 1.363 | 5,91 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 2.453 | -1,41 | 741 | -1,33 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1.316 | 45,90 | 398 | 45,96 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 46.157 | 1,91 | 13.951 | 1,97 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 96 | 0,00 | 29 | 0,00 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 20 | 0,00 | 6 | 0,00 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 2.283 | 6,29 | ||||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 2.641 | -0,68 | 798 | -0,62 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 6.755 | -1,07 | 2.042 | -1,02 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 14.554 | -13,95 | 4.215 | -17,52 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 1.258 | 6,61 | 380 | 6,74 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 54.938 | 1,78 | 16.605 | 1,83 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 19.266 | 1,01 | 5.823 | 1,06 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.031.328 | 0,63 | 311.689 | 0,66 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 22.683 | -0,04 | 6.856 | 0,00 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 1.335 | 0,00 | 404 | 0,00 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 798 | 0,13 | 241 | 0,42 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 50 | -9,09 | 15 | -6,25 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 5.674 | 0,11 | 1.715 | 0,18 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 1.495 | 0,00 | 452 | 0,00 | ||||
| 2026-03-24 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 745 | -46,09 | 225 | -46,04 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1.091 | -2,85 | 372 | 3,63 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 776 | 234 | ||||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3.766 | -3,19 | 1.138 | -3,15 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 345 | 0,00 | 104 | 0,00 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 569 | 97,57 | 172 | 96,55 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3.914 | -2,64 | 1.183 | -4,21 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 50.935 | -3,86 | 15.395 | -3,81 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 1.401 | 467 | ||||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 62.612 | 0,21 | 18.916 | 0,21 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 7.618 | -1,78 | 2.303 | -1,75 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 295.512 | 14,69 | 89.398 | 14,72 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 35.397 | 3,50 | 11 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6.949 | 230,59 | 2.100 | 230,71 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 1.796 | 0,00 | 567 | 4,61 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 31.452 | -0,50 | 9.506 | -0,45 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 183.200 | 55.372 | ||||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 3.357 | 1.015 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 167.255 | 144,98 | 50.553 | 145,10 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 5.927 | -18,24 | 1.791 | -17,01 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 5.628 | 0,70 | 1.701 | 0,77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 898.982 | -1,19 | 271.717 | -1,15 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 933 | 0,00 | 282 | 0,36 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 9.370 | 1,47 | 2.831 | 2,98 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 675 | 204 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 4.350 | 7,67 | 1.315 | 7,70 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 848 | -67,25 | 256 | -67,26 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 368 | 111 | ||||||
| 2026-01-13 | 13F | Cherrydale Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 5.177 | 5,27 | 1.642 | 5,32 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 996 | 0,00 | 301 | 0,33 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1.332 | -54,86 | 403 | -54,88 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 6.119 | 0,11 | 1.851 | 0,16 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 8.597 | 5,38 | 2.879 | 8,76 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 581 | 0,00 | 176 | 0,00 |
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