0LOE - Vanguard Index Funds - Vanguard Small-Cap Growth ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Vanguard Index Funds - Vanguard Small-Cap Growth ETF
GB ˙ LSE ˙ US9229085959
236,94 $ ↓ -2,71 (-1,13%)
2023-12-18
DEL PRIS
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 for at låse premium-data op og eksportere til Excel .

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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