Grundlæggende statistik
| Institutionelle ejere | 3595 total, 3584 long only, 0 short only, 11 long/short - change of 2,39% MRQ |
| Del pris | 364,35 |
| Gennemsnitlig porteføljeallokering | 2.1982 % - change of -4,78% MRQ |
| Institutionelle aktier (lange) | 792.896.341 (ex 13D/G) - change of 276,37MM shares 53,51% MRQ |
| Institutionel værdi (lang) | $ 190.081.883 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Total Stock Market ETF (GB:0LOS) har 3595 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 792,896,341 aktier. Største aktionærer omfatter Gallagher Fiduciary Advisors, LLC, Rakuten Investment Management, Inc., Vanguard Group Inc, Vanguard Global Advisers, LLC, Vanguard Advisers Inc, Betterment LLC, Wealthfront Advisers Llc, Morgan Stanley, Bank Of America Corp /de/, and WealthNavi Inc. .
Vanguard Index Funds - Vanguard Total Stock Market ETF (LSE:0LOS) 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%.
The share price as of May 11, 2026 is 364,35 / share. Previously, on May 16, 2025, the share price was 292,13 / share. This represents an increase of 24,72% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 225.379 | -4,63 | 72.304 | -8,75 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 160.191 | 1,86 | 56.704 | 7,54 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 776 | 6,16 | 249 | 1,22 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 3.040 | 30,75 | 975 | 25,16 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 26.831 | 7,09 | 8.659 | 3,08 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 13.150 | -0,02 | 4.219 | -4,33 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 18.788 | 4,00 | 6.027 | -0,48 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 3.769 | 1,43 | 1.209 | -2,97 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1.706 | 53,56 | 572 | 56,87 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 1.237 | -7,27 | 397 | -11,41 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 864 | 0,00 | 277 | -4,15 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 738 | 0,00 | 237 | -4,45 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 473 | -5,78 | 152 | -10,12 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2.816 | -9,10 | 904 | -13,01 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 10.585 | 0,27 | 3.396 | -4,04 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 766 | -59,94 | 246 | -61,78 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 15.807 | 21,71 | 5.071 | 16,23 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 9.025 | 0,00 | 2.895 | -4,30 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 25.905 | 0,74 | 8.311 | -3,61 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 3.374 | 0,33 | 1 | 0,00 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 9.507 | -0,37 | 3.050 | -4,69 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 269.236 | 0,93 | 90.267 | 3,11 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 181 | 0,00 | 58 | -3,33 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 21.021 | 12,00 | 6.744 | 7,17 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 3.723 | 1.248 | ||||||
| 2026-04-20 | 13F | 25 Llc | 1.258 | 5,45 | 404 | 0,75 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 702 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 6.084 | 238,00 | 1.952 | 223,55 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 5.456 | -8,75 | 1.750 | -12,67 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 3.151 | -0,13 | 1.011 | -4,45 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 120.411 | 17,68 | 38.629 | 12,61 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 401 | 0,00 | 129 | -4,48 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 1.032 | 0,29 | 331 | -4,06 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2.770 | 112,59 | 889 | 103,20 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 29.159 | 41,28 | 9.355 | 35,19 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 5.116 | 0,00 | 1.641 | -4,31 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 10.429 | 3,91 | 3.346 | -0,59 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 1.800 | 0,00 | 1 | |||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 44 | 780,00 | 14 | 1.300,00 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 15.592 | 0,43 | 5.002 | -3,90 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 2.159 | 0,00 | 693 | -4,29 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 4.393 | 13,11 | 1.409 | 8,22 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 1.124.957 | -2,27 | 360.897 | -6,48 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 14.025 | -8,21 | 4.499 | -12,18 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 18.205 | 4,78 | 5.840 | 0,26 | ||||
| 2026-04-21 | 13F | Maseco Llp | 17.187 | 12,78 | 5.515 | 7,95 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 3.419 | 4,81 | 1.097 | 0,27 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 154.167 | -8,95 | 49.458 | -12,87 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 1.555 | -84,28 | 499 | -84,99 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 46.370 | 6,04 | 14.876 | 1,47 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 4.142 | -2,97 | 1.329 | -7,20 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 7.949 | -3,83 | 2.550 | -7,98 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 119.196 | 24,34 | 38.239 | 18,98 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 235 | -22,95 | 75 | -26,47 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 8.627 | -0,37 | 2.768 | -4,68 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 7.724 | -3,38 | 2.478 | -7,57 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 552.439 | 81,92 | 177.228 | 74,07 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 3.349 | 0,54 | 1.074 | -3,76 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 1.754 | 0,00 | 563 | -4,42 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 2.187 | 8,00 | 702 | 3,39 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 2.236 | 75,51 | 717 | 67,92 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 66.344 | 5,25 | 21.284 | 0,71 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 922 | -0,86 | 296 | -5,14 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 878 | 1,74 | 282 | -2,77 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 1.057 | -11,40 | 339 | -15,25 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 27.615 | 4,43 | 8.859 | -0,07 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 4.520 | -11,86 | 1 | 0,00 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 630 | 0,48 | 202 | -3,81 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 3.664 | 696,52 | 1.175 | 662,99 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 21.645 | -8,77 | 7.666 | -3,62 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 6.839 | 14,54 | 2.194 | 9,65 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 2.336 | -6,26 | 749 | -10,30 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 63.114 | 15,32 | 20.248 | 10,34 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 2.579 | -37,13 | 827 | -39,85 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 90 | 0,00 | 29 | -6,67 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 1.129 | 5,12 | 362 | 0,56 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 607.324 | -2,59 | 194.915 | -6,78 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 1.850 | -23,49 | 620 | -21,82 | ||||
| 2026-05-01 | 13F | Torray Llc | 744 | 0,27 | 239 | -4,03 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 19.209 | -3,42 | 6.162 | -7,59 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 923 | 309 | ||||||
| 2026-05-14 | 13F | St. Louis Trust Co | 241.786 | 2,18 | 77.567 | -2,23 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 15.185 | 2,96 | 4.872 | -1,48 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 3.226 | -23,93 | 1.035 | -27,16 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 5.399 | 0,00 | 1.732 | -5,04 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 1.327 | -39,95 | 471 | -37,70 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 1.846 | 0,65 | 592 | -3,58 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 1.244 | 0,00 | 399 | -4,32 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 14.598 | -0,07 | 4.683 | -4,37 | ||||
| 2026-04-22 | 13F | Avalon Advisory Group | 388.171 | 4,63 | 124.529 | 0,12 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 2.968 | 0,00 | 952 | -4,32 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 9.978 | 8,01 | 3.201 | 3,36 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 7.843 | 9,55 | 2.516 | 4,83 | ||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 39.655 | -34,07 | 12.722 | -36,92 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 1.616 | 3,92 | 518 | -0,58 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 126.339 | -3,00 | 40.531 | -7,19 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 10.212 | -1,36 | 3.276 | -5,62 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 1.626 | 0,00 | 522 | -4,40 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 64.855 | 93,15 | 20.806 | 84,83 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 18.611 | 8,47 | 5.971 | 3,79 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 1.356 | -3,69 | 435 | -7,84 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 587.923 | 0,00 | 188.612 | -4,31 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 21.947 | 7.041 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 54.228 | 31,89 | 17.397 | 26,20 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 5.117 | 70,06 | 1.641 | 62,80 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 7.308 | -21,03 | 2.345 | -24,44 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 37.065 | 3,84 | 11.891 | -0,64 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 36.765 | -0,27 | 12 | -8,33 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 44.588 | 0,59 | 14.304 | -3,75 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 6.334 | -11,25 | 2.032 | -15,05 | ||||
| 2026-05-14 | 13F | Polen Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 20.494 | 11,66 | 7.316 | 16,94 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 17.000 | 0,06 | 5.454 | -4,27 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 284.832 | 1,99 | 88.906 | -5,74 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 526 | 169 | ||||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 2.688 | -44,09 | 862 | -46,53 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 34.083 | 12,61 | 10.934 | 7,76 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 2.565 | 0,43 | 823 | -3,97 | ||||
| 2026-04-22 | 13F | Figure 8 Investment Strategies Llc | 1.583 | -10,21 | 508 | -14,21 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 1.860 | 0,76 | 597 | -3,56 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 1.049 | 337 | ||||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 53.492 | -0,73 | 17.161 | -5,02 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 1.670 | 0,00 | 536 | -4,29 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 105 | -9,48 | 0 | |||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 54.587 | -7,70 | 17.512 | -12,35 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 15.490 | 10,78 | 4.969 | 6,04 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 6.930 | 0,65 | 2.223 | -3,68 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 135.428 | -0,51 | 43.447 | -4,81 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 802 | 1,78 | 257 | -2,65 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 2.349 | 754 | ||||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 3.824 | -4,99 | 1.227 | -9,12 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 1.573 | 15,24 | 505 | 10,28 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 100.215 | 0,98 | 32.150 | -3,38 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 11.564 | 29,03 | 3.885 | 31,84 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 1.000 | -0,30 | 321 | -4,76 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 40.362 | 12,68 | 12.949 | 7,82 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 9.231 | -11,94 | 2.961 | -15,74 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 781 | 0,13 | 250 | -4,21 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 1.868 | 0,00 | 599 | -4,31 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 36.298 | 0,00 | 11.645 | -4,31 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19.269 | 1,73 | 6.182 | -2,66 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 9.331 | -4,79 | 2.993 | -8,89 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 13.449 | -0,05 | 4.710 | 2,33 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 3.060 | 55,96 | 982 | 49,32 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 6.436 | 16,66 | 2.260 | 19,77 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 963.010 | -2,49 | 308.943 | -6,70 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 640 | 0,00 | 205 | -4,21 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 31.223 | 4,22 | 10.017 | -0,28 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 4.967 | -47,15 | 1.594 | -49,44 | ||||
| 2026-05-06 | 13F | Arjuna Capital | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 981 | -55,08 | 315 | -57,10 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 34.737 | 3,82 | 12.020 | 5,04 | ||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 1.570 | 9,26 | 504 | 4,57 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 243 | -17,06 | 78 | -21,43 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 9.715.051 | 0,02 | 3.116.686 | -4,29 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 110.229 | 1,57 | 35.363 | -2,81 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 12.240 | -9,39 | 3.927 | -14,20 | ||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 8.480 | 11,04 | 2.720 | 6,25 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 313.139 | -3,31 | 100.458 | -7,48 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 17.526 | 3,38 | 5.623 | -2,73 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 7.690 | 0,10 | 2.486 | -3,50 | ||||
| 2026-04-17 | 13F | Paragon Capital Management Inc | 6.355 | -21,37 | 2.039 | -24,77 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 2.723 | 0,00 | 874 | -4,28 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 7.959 | -2,99 | 2.553 | -7,16 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 669 | 8,60 | 215 | 3,88 | ||||
| 2026-05-15 | 13F | Earnest Partners Llc | 1.311 | -75,96 | 421 | -77,02 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 1.091 | 4,30 | 350 | -0,85 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 5.409 | 2,37 | 1.735 | -2,03 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 2.329 | 747 | ||||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 24.887 | 2,61 | 7.984 | -1,81 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 1.342 | 0,00 | 431 | -4,44 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 14.019 | 1,39 | 4.497 | -2,98 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 81.046 | -2,52 | 26.001 | -6,73 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 4.308 | 8,30 | 1.382 | 2,07 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1.369 | 0,07 | 439 | -4,15 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 4.191 | 1.344 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 168.373 | 4,58 | 54.016 | 0,07 | ||||
| 2026-05-06 | 13F | Cabot-Wellington, LLC | 779.153 | 16,77 | 249.960 | 11,73 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 602 | 202 | ||||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 18.476 | -3,33 | 5.927 | -7,49 | ||||
| 2026-04-14 | 13F | Legacy Trust | 2.761 | 0,00 | 886 | -4,32 | ||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 1.291 | 0,00 | 414 | -4,17 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 14.212 | 11,89 | 4.559 | 7,07 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 78 | 0,00 | 25 | -3,85 | ||||
| 2026-05-01 | 13F | J. Derek Lewis & Associates Inc. | 2.202 | 0,00 | 739 | 0,00 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 4.627 | -8,86 | 1.484 | -12,81 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 8.449 | 98,52 | 2.711 | 93,43 | ||||
| 2026-04-24 | 13F | Optas, LLC | 139.483 | 1,31 | 44.750 | -3,06 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 323.530 | -0,95 | 103.792 | -5,22 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 1.515 | -2,26 | 486 | -6,36 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 48.677 | 1,89 | 15.616 | -2,50 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 27.183 | 0,75 | 9.118 | 0,81 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 1.043 | -8,75 | 335 | -12,79 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 1.907 | 0,21 | 612 | -4,23 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 159.786 | 0,20 | 51.263 | -4,12 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 1.238 | 436 | ||||||
| 2026-05-12 | 13F | ESG Planning | 12.305 | 1,36 | 3.948 | -3,02 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 2.123 | 0,00 | 713 | 1,86 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 5.024 | 0,02 | 1.612 | -4,28 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 24.356 | -5,15 | 7.814 | -9,25 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 1.073 | 0,00 | 344 | -4,18 | ||||
| 2026-05-12 | 13F | Impax Asset Management Group plc | 851 | 273 | ||||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 135 | 77,63 | 43 | 72,00 | ||||
| 2026-05-08 | 13F | Dash Acquisitions Inc. | 8.063 | 0,02 | 2.824 | 3,56 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 4.307 | 27,77 | 1.382 | 22,21 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 35.954 | 1,79 | 11.534 | -2,60 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 9.807 | 0,61 | 3.146 | -3,73 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 507.231 | -0,16 | 162.725 | -4,47 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 13.323 | 0,60 | 4.274 | -3,72 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 43.574 | 0,00 | 13.979 | -4,31 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 1.393 | 0,36 | 447 | -4,09 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 2.413 | -2,54 | 805 | -4,39 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 239.288 | 6,42 | 87.271 | 14,46 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 849 | -38,79 | 272 | -42,49 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 2.770 | 0,00 | 889 | -4,31 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 3.848 | -0,62 | 1.234 | -4,93 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 20.963 | 3,23 | 6.725 | -1,22 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 4.759 | 0,00 | 1.527 | -4,33 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 2.330 | 0,30 | 748 | -3,98 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 20.955 | 6,92 | 6.722 | 2,30 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 24.942 | 7,89 | 8.002 | 3,24 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 7.952 | 5,07 | 2.551 | 0,55 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 1.168 | 4,29 | 375 | -0,27 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 3.919 | 1.257 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 30.685 | 0,22 | 9.844 | -4,10 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 1.110 | 356 | ||||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 45.062 | 11,07 | 4.584 | 1,60 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 6.970 | 4,95 | 2.236 | 0,45 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 12.552 | 11,69 | 4.419 | 17,28 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 1.524 | 0,13 | 489 | -4,31 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 19.052 | 3,72 | 6.112 | -0,75 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 10.239 | 2,76 | 3.285 | -1,68 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 29.803 | 1,52 | 9.561 | -2,87 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 3.581 | 3,71 | 1.149 | -0,78 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 32.946 | -2,06 | 10.569 | -6,29 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 35.469 | -3,09 | 11.433 | -6,84 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 92.527 | -0,61 | 29.684 | -4,90 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 5.969 | -5,28 | 1.915 | -9,37 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 8.506 | 6,29 | 2.729 | 1,68 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 8.867 | -0,01 | 2.845 | -4,34 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 1.836 | -2,96 | 589 | -7,10 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 1.077 | 18,22 | 346 | 11,29 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 25.506 | 7,58 | 8.183 | 2,94 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 15.422 | -1,42 | 5.406 | 3,07 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 8.751 | -31,85 | 2.807 | -34,78 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 11.768 | 38,86 | 3.945 | 41,40 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 1.158 | -1,28 | 372 | -5,60 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 774.422 | -2,70 | 248.442 | -6,89 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 3.309 | 35,73 | 1.061 | 29,87 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 257.701 | 0,07 | 82.673 | -4,24 | ||||
| 2026-05-15 | 13F | Chai Trust Co Llc | 541.481 | 0,24 | 173.713 | -4,08 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4.141 | -4,50 | 1.329 | -8,67 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 103.534 | 10,13 | 33.215 | 5,38 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 1.499 | 0,00 | 481 | -4,38 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 83.115 | -3,72 | 26.664 | -7,87 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 728 | 0,00 | 234 | -4,51 | ||||
| 2026-02-18 | 13F | Front Street Capital Management, Inc. | 4.006 | 31,22 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 909 | 16,69 | 292 | 11,49 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 22.283 | 53,55 | 7.149 | 46,93 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 58.523 | 3,62 | 18.775 | -0,85 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 1.367 | 439 | ||||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 965 | 310 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 55.921 | 169,03 | 19.584 | 175,25 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1.242 | 0,16 | 399 | -4,10 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 5.293 | -3,31 | 1.698 | -7,47 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 7.203 | -0,01 | 2.311 | -4,35 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 5.155 | -0,04 | 1.654 | -4,34 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 266.662 | 0,38 | 85.548 | -3,95 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 55.042 | 1,20 | 17.658 | -3,16 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 1.386 | 0,95 | 465 | 3,11 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 6.024 | -0,08 | 1.933 | -4,40 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 203.875 | -13,42 | 65.405 | -17,15 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2.493 | -2,04 | 800 | -6,33 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 1.146 | -55,44 | 368 | -57,42 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 121.278 | 1,27 | 39.107 | -2,60 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | McAdam, LLC | 8.498 | 1,63 | 2.726 | -2,75 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 12.191 | -8,57 | 3.911 | -12,51 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 91.961 | 13,17 | 29.807 | 9,40 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 332.381 | -11,51 | 106.631 | -15,33 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 814 | 36,35 | 261 | 30,00 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 7.118 | 3,47 | 2.283 | -1,00 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 93.753 | 3,93 | 30 | 0,00 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 185.502 | 7,05 | 59.511 | 2,43 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 199.297 | -1,38 | 63.937 | -5,63 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 184.540 | 3,21 | 59.202 | -1,24 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 11.268 | 19,94 | 3.615 | 14,77 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 11.907 | 0,24 | 3.820 | -4,09 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 350.301 | -2,19 | 112.380 | -6,41 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 4.921 | -1,16 | 1.699 | 2,17 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 5.745 | -2,79 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 24 | 8 | ||||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 2.297 | 0,00 | 737 | -4,42 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 5.451 | -23,14 | 1.749 | -26,46 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 884 | 283 | ||||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 56.031 | -6,40 | 17.975 | -10,43 | ||||
| 2026-05-15 | 13F | Governors Lane LP | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 246.443 | 4,50 | 79.060 | -0,01 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 54.460 | 0,54 | 17.471 | -3,80 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 6.878 | -5,00 | 2.206 | -9,11 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 35.285 | 17,81 | 11 | 10,00 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 4.311 | -0,32 | 1.383 | -4,69 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 77.427 | 1,95 | 24.839 | -2,44 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 349.294 | 0,90 | 117.108 | 0,90 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 31.038 | -4,10 | 9.957 | -8,23 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 259.920 | 5,08 | 83.385 | 0,55 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 10.069 | 0,32 | 3.230 | -4,01 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 99.559 | -2,72 | 31.940 | -6,91 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 174.787 | 6,76 | 56.073 | 2,15 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 227.871 | 9,88 | 73.103 | 5,14 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 2.258 | 0,67 | 725 | -3,72 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 360.452 | -5,79 | 115.637 | -9,85 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 5.293 | 9,84 | 1.698 | 5,14 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 53.610 | -0,84 | 17.198 | -5,11 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 127.245 | 1,16 | 40.821 | -3,21 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 17.629 | -1,09 | 5.656 | -5,36 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 64 | 0,00 | 21 | 0,00 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 2.049 | -2,01 | 657 | -6,14 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 2.966 | -5,12 | 951 | -9,26 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 30.370 | -1,60 | 9.743 | -5,86 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 42.100 | 0,81 | 13.506 | -3,53 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 140.659 | -6,95 | 45.125 | -10,96 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 5.697 | 64,89 | 1.828 | 57,77 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 1.156 | -32,83 | 371 | -35,76 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 31.393 | 2,72 | 10.071 | -1,71 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 7.794 | -0,01 | 2.500 | -4,32 | ||||
| 2026-04-21 | 13F | Ramiah Investment Group | 34.283 | 7,46 | 10.998 | 2,82 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 743 | 0,13 | 238 | -4,03 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 3.328 | 11,38 | 1.116 | 13,88 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 10.786 | 0,92 | 3.460 | -3,43 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 7.194 | 15,49 | 2.308 | 10,49 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 773 | 248 | ||||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 1.650 | 0,00 | 529 | -4,34 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 2.088 | 0,00 | 670 | -4,29 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 5.270 | 124,26 | 1.691 | 114,74 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 14.426 | 0,88 | 4.628 | -3,48 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7.883 | -3,70 | 2.529 | -7,84 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 12.293 | 1,30 | 3.944 | -3,07 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 102.415 | 1,62 | 32.856 | -2,76 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 46.908 | 17,80 | 15.049 | 12,72 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 1.557 | 0,26 | 500 | -4,04 | ||||
| 2026-01-12 | 13F | Ccm Investment Advisers Llc | 779 | 0,00 | 261 | 2,35 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 407.604 | -2,04 | 130.764 | -6,27 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 4.052 | -11,57 | 1.300 | -15,36 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 18.860 | 0,00 | 6.050 | -4,32 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 16.523 | 0,78 | 5.301 | -5,48 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 9.891 | 40,08 | 3.173 | 34,05 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 10.841 | 4,30 | 3.478 | -0,20 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 7.404 | -3,41 | 2.375 | -7,55 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 2.065 | 0,00 | 663 | -4,34 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 79.694 | -11,11 | 25.579 | -14,93 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 10.100 | -0,28 | 3.240 | -4,57 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 334.843 | 6,09 | 107.421 | 1,51 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 20.620 | -2,92 | 6.615 | -7,11 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 9.491 | 3,33 | 3.045 | -1,14 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1.443 | 25,59 | 463 | 20,00 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 9.988 | 15,83 | 3.536 | 19,71 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 9.656 | 0,73 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 33.524 | 4,00 | 10.755 | -0,49 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 4.162 | 1,79 | 1.335 | -2,55 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 9.628 | -3,27 | 3.089 | -7,43 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 14.321 | -2,68 | 4.595 | -6,85 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 756 | -26,89 | 243 | -30,06 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 1.339 | 0,00 | 430 | -4,24 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 20.752 | 4,30 | 6.958 | 6,26 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 4.548 | 129,58 | 1.459 | 119,58 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 18.731 | -40,25 | 6 | -40,00 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 5.820 | 0,28 | 1.867 | -4,01 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 5.776 | -47,58 | 1.586 | 52.733,33 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 2.852 | -5,15 | 915 | -9,23 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 108.648 | -10,59 | 34.848 | -14,46 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 17.188 | 1,05 | 5.762 | 3,24 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 16 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 258.527 | 6,09 | 83.036 | 1,63 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 1.868 | 191,88 | 599 | 179,91 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 524.833 | 3,26 | 168.372 | -1,19 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5.529 | -1,18 | 1.774 | -5,44 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 213.792 | 10,08 | 68.587 | 5,33 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 75 | 0,00 | 24 | -4,00 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 8.767 | 0,00 | 2.813 | -4,32 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 2.724 | -18,27 | 874 | -21,84 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 189.090 | 0,39 | 60.662 | -3,94 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 5.009 | 0,68 | 1.607 | -3,66 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 22.962 | 4,43 | 7.367 | -0,07 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 751 | -4,57 | 241 | -8,37 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 1.615 | 518 | ||||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 321 | 103 | ||||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 13.780 | 0,94 | 4.421 | -3,43 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 28.336 | 2,59 | 9.090 | -1,84 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 657.184 | -2,44 | 210.831 | -6,65 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 7.001 | -2,64 | 2.246 | -6,85 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 700 | -12,50 | 225 | -16,42 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.237.801 | 2,45 | 717.916 | -1,97 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 3.951 | 17,83 | 1.267 | 12,72 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 3.820 | -30,11 | 1.225 | -33,13 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 1.040 | 0,00 | 334 | -4,31 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 1.449 | -4,98 | 465 | -9,20 | ||||
| 2026-05-04 | 13F | Absher Wealth Management, Llc | 900 | -2,28 | 289 | -6,49 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 88.187 | 43,81 | 28.291 | 36,55 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 49.141 | 1,59 | 15.765 | -2,80 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2.858 | 0,35 | 917 | -3,98 | ||||
| 2026-04-30 | 13F | Diversified Investment Strategies, LLC | 1.220 | 0,00 | 391 | -4,40 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 1.558 | 36,67 | 500 | 30,63 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 10.745 | -1,44 | 3.447 | -5,69 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 3.355 | 0,03 | 1.076 | -4,27 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 25.978 | 1,07 | 8.334 | -3,28 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 997 | 173,15 | 320 | 161,48 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 405 | 0,00 | 130 | -4,44 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 810.869 | 11,76 | 260.135 | 6,94 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Courier Capital Llc | 6.449 | -1,44 | 2.069 | -5,70 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 37.512 | 0,43 | 12.034 | -3,90 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 97.024 | 3,54 | 31.126 | -0,93 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 37.184 | -3,85 | 11.929 | -8,00 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 1.763 | 0,00 | 566 | -4,40 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 25.242 | 32,54 | 8.098 | 26,83 | ||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 1.255 | 0,32 | 403 | -4,06 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 9.682 | 11,97 | 3.106 | 7,11 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 2.389 | 11,48 | 766 | 6,69 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 10.723 | 15,39 | 3.440 | 10,43 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 36.240 | -5,91 | 11.626 | -9,96 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 2.527 | 74,28 | 811 | 66,67 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 8.305 | 4,16 | 2.784 | 6,42 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 550 | -89,31 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 1.262 | 4,90 | 405 | 0,25 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 2.565 | 0,12 | 823 | -4,20 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 21.014 | 59,10 | 6.741 | 50,84 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 962 | -3,02 | 309 | -7,23 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 16.358 | 5,55 | 5.099 | -1,87 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 6.516 | 0,00 | 2.090 | -4,30 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 5.391 | -0,26 | 1.730 | -4,53 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 66.972 | -2,54 | 21.485 | -6,74 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 3.406 | 0,12 | 1.093 | -4,21 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 1.459 | -1,15 | 468 | -5,26 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 15.954 | -1,79 | 5.118 | -6,02 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 17.576 | -0,10 | 5.638 | -4,41 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 3.337 | 93,34 | 1.071 | 85,12 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 43.998 | 2,80 | 14.115 | -1,63 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 94.959.476 | 100,00 | 31.061.245 | 100,00 | ||||
| 2026-05-15 | 13F | Family Management Corp | 5.289 | 0,00 | 1.697 | -4,34 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 698 | -1,41 | 224 | -5,91 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 514.573 | -1,22 | 165.080 | -5,48 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 1.777 | -2,74 | 570 | -6,86 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 1.904 | 0,00 | 611 | -4,39 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 21.088 | 0,12 | 6.765 | -4,19 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 12.634 | -6,98 | 4.053 | -10,98 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 10.263 | 0,00 | 3.292 | -4,30 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 29.279 | 4,10 | 9.455 | -0,05 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 38.276 | 0,47 | 12.279 | -3,86 | ||||
| 2026-01-22 | 13F | Colony Family Offices, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 1.375 | -8,33 | 441 | -12,15 | ||||
| 2026-05-07 | 13F | First National Trust Co | 9.211 | 1,09 | 2.955 | -3,27 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 807 | 0,00 | 259 | -4,44 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 2.196 | 0,00 | 770 | 2,40 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 727 | 0,00 | 244 | 2,10 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 785 | 0,26 | 252 | -4,20 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 42.999 | -5,86 | 13.795 | -9,92 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 711 | -0,97 | 228 | -5,00 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 3.337 | -12,60 | 1.070 | -16,41 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 39.947 | 20,20 | 12.815 | 15,02 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 8.444 | 20,73 | 2.709 | 15,53 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 6.567 | -15,44 | 2.107 | -19,09 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 83.648 | -2,20 | 26.835 | -6,43 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 3.072 | 0,00 | 986 | -4,28 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 1.260 | 49,11 | 404 | 42,76 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 9.502 | -21,67 | 3.048 | -25,04 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 128.417 | 3,50 | 41.198 | -0,96 | ||||
| 2026-05-15 | 13F | Fayez Sarofim & Co | 42.879 | -1,04 | 13.756 | -5,30 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 29.077 | 3,13 | 9.328 | -1,31 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 7.357 | 37,69 | 2.360 | 31,77 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 1.356 | -12,74 | 435 | -16,54 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 129.055 | 5,27 | 41.402 | 0,73 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 420.148 | 5,11 | 140.863 | 7,38 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 15.168 | 0,56 | 4.866 | -3,80 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 113.678 | 1,62 | 36 | -2,70 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 3.669 | 12,75 | 1.177 | 7,89 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 12.921 | -9,29 | 4.145 | -13,19 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 4.487 | -4,51 | 1.439 | -10,51 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 511 | 1.402,94 | 164 | 1.381,82 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 35.644 | 9,10 | 11.435 | 4,39 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 1.304 | 0,54 | 418 | -3,91 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 533 | -0,74 | 171 | -5,56 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 30.202 | 0,34 | 9.689 | -3,98 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1.934 | -9,03 | 620 | -12,92 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 233.600 | -20,87 | 74.941 | -24,28 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 224.800 | 15,22 | 72.118 | 10,25 | |||
| 2026-04-22 | 13F | BluePrint Investing LLC | 28.958 | 0,20 | 9.290 | -4,12 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 7.992 | -0,05 | 2.564 | -5,98 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 652 | -85,77 | 209 | -86,39 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 3.369 | 4,82 | 1.081 | 0,28 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2.131.861 | 2,50 | 684 | -2,01 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 58.772 | 29,98 | 19.704 | 32,79 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 6.599 | -7,03 | 2.117 | -11,01 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 745 | 0,00 | 239 | -4,02 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 2.760 | 6,07 | 886 | 1,49 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 5.239 | 5,26 | 1.681 | 0,72 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 8.850 | 19,98 | 2.839 | 14,85 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 1.150 | 1,59 | 369 | -2,64 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 37.239 | -7,16 | 11.947 | -11,17 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 606 | 71,19 | 194 | 64,41 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 1.672 | 536 | ||||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 594.030 | 5,36 | 190.571 | 0,81 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 103.907 | -3,23 | 33.334 | -7,41 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 1.198 | -29,11 | 384 | -32,16 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.735.083 | -16,10 | 556.632 | -19,71 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 4.944 | -4,74 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 6.503 | 1.061,25 | 2.086 | 1.015,51 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 3.743 | 40,77 | 1.201 | 34,68 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 2.491 | 1,18 | 799 | -3,15 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 45.932 | 62,74 | 14.735 | 55,73 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 953 | 0,00 | 306 | -4,39 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 39.838 | 6,35 | 12.780 | 1,76 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Lcnb Corp | 1.293 | 0,00 | 415 | -4,39 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 1.279 | 36,06 | 410 | 30,16 | ||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 1.090 | 0,00 | 350 | -4,38 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2.140 | 687 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 36.808 | 16,16 | 11.808 | 11,16 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 9.191 | 6,13 | 2.949 | 1,55 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 1.218.091 | 1,71 | 390.776 | -2,68 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 18.265 | 5,01 | 5.860 | 0,48 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 463 | |||||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 58.483 | -0,06 | 19 | -5,26 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 1.101 | 1,01 | 353 | -3,29 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 2.350 | 0,00 | 754 | -4,32 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 5.579 | -25,59 | 1.790 | -28,81 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 85.716 | 5,55 | 27.499 | 1,00 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 5.495 | 0,00 | 1.763 | -4,34 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 719 | 0,56 | 231 | -3,77 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 9.291 | 30,42 | 2.981 | 24,79 | ||||
| 2026-02-10 | 13F | Chartist Inc /ca/ | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 8.992 | -2,43 | 2.885 | -6,64 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 45.460 | -3,70 | 14.584 | -7,85 | ||||
| 2026-04-20 | 13F | Columbia Asset Management | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 96.583 | -0,95 | 30.985 | -5,22 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17.154 | 0,78 | 5.751 | 2,97 | ||||
| 2026-05-13 | 13F | West Virginia University Foundation, Inc | 914.884 | 25,51 | 293.504 | 20,10 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 81.750 | -2,48 | 26.226 | -8,68 | ||||
| 2026-04-23 | 13F | Bell Bank | 341.452 | 2,24 | 109.541 | -2,17 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 355.863 | -7,89 | 114.164 | -11,86 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 8.332 | 3,53 | 2.673 | -0,96 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 3.671 | 3,23 | 1.178 | -1,26 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 190.049 | 1,22 | 60.970 | -3,15 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 84.706 | -0,42 | 27.175 | -4,72 | ||||
| 2026-04-28 | 13F | Baxter Bros Inc | 2.571 | -28,58 | 825 | -31,67 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 47.951 | 71,47 | 15.383 | 64,09 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 5.056 | 7,87 | 1.622 | 3,25 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 5.462 | 0,00 | 1.752 | -4,31 | ||||
| 2026-01-08 | 13F | Spartan Planning & Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 5.625 | -25,87 | 1.805 | -29,09 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 31.642 | -1,12 | 10.151 | -5,39 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 71.128 | -7,31 | 22.818 | -11,30 | ||||
| 2026-05-14 | 13F | Spg Advisors Llc | 1.049 | -6,09 | 337 | -10,16 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 17.631 | 10,39 | 5.656 | 5,64 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 60.890 | 0,00 | 19.534 | -4,31 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 13.382 | 2,91 | 4.293 | -1,51 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 4.741 | 47,60 | 1.521 | 38,81 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 71.294 | 0,23 | 22.872 | -4,10 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 7.724 | 0,68 | 2.478 | -3,65 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 58.889 | -4,28 | 18.892 | -8,41 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 2.603 | 5,64 | 835 | 1,09 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 15.113 | 28,68 | 4.848 | 23,14 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 509.439 | 0,07 | 170.800 | 22,08 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 34.801 | -9,43 | 11.165 | -13,34 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 2.038 | 0,00 | 654 | -4,39 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 43.907 | 14,32 | 14.086 | 9,39 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 91.912 | -0,63 | 33.352 | 5,76 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 15.017 | -3,77 | 4.818 | -7,93 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 4.349 | 1,59 | 1.395 | -2,79 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 9.250 | -0,53 | 2.968 | -4,81 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 13.206 | 0,00 | 4.237 | -4,31 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 6.310 | 3,12 | 2.024 | -1,32 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 193 | 62 | ||||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 4.729 | -12,00 | 1.517 | -15,77 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 697 | -0,29 | 224 | -4,70 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 81 | -7,95 | 26 | -13,79 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 27.819 | -27,59 | 8.927 | -30,70 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 1.734 | 0,00 | 556 | -4,30 | ||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 14.669 | 0,00 | 4.706 | -4,33 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 24.367 | 0,50 | 7.817 | -3,83 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 94.342 | 3,92 | 30.266 | -0,57 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 17.788 | 4,08 | 5.707 | -0,42 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 23.274 | 0,12 | 7.467 | -4,20 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 78.072 | -3,38 | 25.046 | -7,55 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 24.876 | 62,28 | 7.980 | 55,28 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 40.654 | 32,32 | 13.042 | 26,61 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 1.361 | 0,07 | 437 | -5,63 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 134.689 | 1,42 | 43.210 | -2,95 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 1.886 | -17,35 | 605 | -20,92 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 2.688 | 6,04 | 862 | 1,53 | ||||
| 2026-04-01 | 13F | GP Brinson Investments LLC | 275.843 | 0,00 | 88.493 | -4,31 | ||||
| 2026-05-01 | 13F | MOKAN Wealth Management Inc. | 1.214 | 1,34 | 389 | -2,99 | ||||
| 2026-05-13 | 13F | Factorial Partners, Llc | 18.000 | -1,37 | 5.775 | -5,62 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1.164 | 4,02 | 373 | -0,53 | ||||
| 2026-05-15 | 13F | Intrepid Family Office Llc | 40.000 | 0,00 | 12.832 | -4,31 | ||||
| 2026-05-08 | 13F | Miller Investment Management, LP | 10.429 | -4,36 | 3.346 | -8,48 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 2.870 | -1,71 | 962 | 0,42 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Kinsale Capital Group, Inc. | 326.312 | 0,00 | 104.684 | -4,31 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 1.354 | 434 | ||||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 14.424 | -0,95 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 122.059 | 1,23 | 40.923 | 3,42 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 16.871 | -0,34 | 5.412 | -4,63 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 5.541.921 | -2,07 | 1.777.904 | -6,29 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 62.036 | 2,11 | 19.902 | -2,30 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 22.438 | -0,93 | 7.198 | -5,20 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 3.535 | -0,20 | 1.134 | -4,47 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 68.757 | 3,49 | 22.058 | -0,97 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 2.639 | 2,21 | 847 | -2,20 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 1.122 | -51,28 | 360 | -53,37 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | Put | 102.600 | 320,49 | 869 | 4.038,10 | |||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 204.898 | 1,56 | 68.696 | 3,75 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 5.589 | 2,63 | 1.793 | -1,75 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.197 | -5,38 | 384 | -9,43 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 1.486 | -6,31 | 477 | -10,36 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 5.572 | -29,00 | 1.787 | -32,08 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 1.246 | 30,75 | 400 | 25,08 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 11.956 | -0,70 | 4.215 | 2,58 | ||||
| 2026-05-11 | 13F | Options Solutions, Llc | 3.921 | 44,10 | 1.258 | 37,83 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 20.020 | -2,18 | 6.423 | -6,40 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 183.598 | 6,50 | 58.900 | 1,91 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3.364.602 | 3,45 | 1.079.398 | -1,01 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 648 | 217 | ||||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 7.461 | -28,38 | 2.394 | -31,44 | ||||
| 2026-04-14 | 13F | Cohen Capital Management, Inc. | 2.445 | 784 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 19.708 | 3,32 | 6.325 | -1,14 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 1.895 | -2,87 | 608 | -7,19 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 686 | -2,70 | 220 | -6,78 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 21.125 | -1,72 | 7 | -14,29 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 222.130 | -0,47 | 71.261 | -4,76 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 712 | -46,10 | 0 | |||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 1.057 | -3,65 | 339 | -7,63 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 11.159 | 10,55 | 3.741 | 12,95 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 108.390 | -5,01 | 35 | -10,53 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 85.886 | 2,24 | 27.553 | -3,82 | ||||
| 2026-04-20 | 13F | Emprise Bank | 37.423 | 11,12 | 12.006 | 6,32 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 84.895 | -2,78 | 27.235 | -6,98 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 2.614 | 839 | ||||||
| 2026-04-28 | 13F | Hardy Reed LLC | 770.559 | 0,94 | 247.203 | -3,41 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 56.861 | 8,17 | 18.242 | 3,50 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 133.142 | 42.713 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 45.597 | 6,64 | 14.628 | 2,04 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 738.795 | 0,58 | 237.017 | -3,76 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 5.019 | 167,82 | 1.683 | 173,94 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 8.276 | 0,10 | 2.655 | -4,22 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 4.558 | -11,51 | 1.462 | -15,30 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 1.161 | -44,24 | 372 | -46,70 | ||||
| 2026-05-13 | 13F | Bienville Capital Management, LLC | 2.245 | -8,85 | 720 | -12,73 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 1.146 | -7,73 | 368 | -11,78 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 60 | -15,49 | 19 | -17,39 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 226.353 | 9,15 | 72.616 | 4,45 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 39.053 | 27,27 | 12.529 | 21,78 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 50.531 | 1,14 | 16.211 | -3,23 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 110 | 0,00 | 35 | -2,78 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 859 | 0,00 | 276 | -4,51 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 43 | 0,00 | 14 | -7,14 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 1.745 | 0,00 | 560 | -4,44 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 28.476 | 3,97 | 9.135 | -0,51 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 889 | 0,00 | 285 | -4,36 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 13.528 | 1,36 | 4.340 | -3,02 | ||||
| 2026-04-23 | 13F | Orca Investment Management, LLC | 7.762 | -2,04 | 2.490 | -6,25 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.854.681 | 3,73 | 594.532 | -0,84 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6.031.021 | 4,90 | 1.934.812 | 0,38 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 17.798 | -1,14 | 5.710 | -5,42 | ||||
| 2026-05-15 | 13F | Michael & Susan Dell Foundation | 134.575 | 0,00 | 43.173 | -4,31 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 16.547 | 5,75 | 5.308 | 1,18 | ||||
| 2026-05-13 | 13F | PYA Waltman Capital, LLC | 3.363 | 0,00 | 1.079 | -4,35 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 92.410 | 68,98 | 29.646 | 61,69 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 4.255 | 1.365 | ||||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 9.764 | -0,07 | 3.458 | 5,59 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 69.972 | -34,43 | 22.448 | -37,26 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 12.190 | 0,75 | 3.911 | -3,60 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 1.727 | 0,52 | 1 | |||||
| 2026-05-06 | 13F | Tandem Wealth Advisors LLC | 10.026 | -20,33 | 3.216 | -23,77 | ||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 16.246 | 214,84 | 669 | -60,54 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 2.795 | 0,04 | 897 | -4,27 | ||||
| 2026-04-28 | 13F | Seascape Capital Management | 887 | -2,63 | 0 | |||||
| 2026-05-05 | 13F | Wedgewood Investors Inc /pa/ | 850 | 0,00 | 273 | -4,23 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 41.522 | 68,39 | 13.321 | 61,14 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 2.811 | -7,75 | 902 | -11,75 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 26.188 | 6,54 | 8.401 | 1,94 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 747 | 0,00 | 240 | -4,40 | ||||
| 2026-04-13 | 13F | Bank & Trust Co | 21 | 0,00 | 7 | -14,29 | ||||
| 2026-01-20 | 13F | Cromwell Holdings LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 3.424 | -32,89 | 1.098 | -35,79 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 8.387 | -40,92 | 2.691 | -43,48 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 29.441 | 1,47 | 9.445 | -2,90 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 3.819 | -5,02 | 1.225 | -9,12 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 2.326 | 132,14 | 746 | 122,69 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 12.868 | 2,82 | 4.128 | -1,60 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 10.436 | 1,49 | 3.348 | -2,90 | ||||
| 2026-05-11 | 13F | a16z Perennial Management, L.P. | 44.959 | -57,24 | 14.423 | -73,67 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 2.570 | 11,59 | 1 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 2.597.185 | 7,24 | 833.203 | 2,62 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 631 | -7,34 | 203 | -11,40 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 93.285 | -18,74 | 29.927 | -22,25 | ||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 898 | -69,77 | 288 | -71,08 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 340 | 109 | ||||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 1.281 | 411 | ||||||
| 2026-04-07 | 13F | Five Oceans Advisors | 7.495 | 0,00 | 2.404 | -4,30 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 8.262 | 12,88 | 2.651 | 8,03 | ||||
| 2026-04-20 | 13F | Hixon Zuercher, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 96 | 0,00 | 31 | -6,25 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 969 | -19,78 | 311 | -23,96 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 26.591 | -0,38 | 8.531 | -4,68 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 8.086 | -28,18 | 2.594 | -31,27 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 3.421 | -35,42 | 1.147 | -34,06 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 76.942 | -4,51 | 24.684 | -8,63 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 4.687 | 0,00 | 1.504 | -4,33 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 39.534 | -4,71 | 12.779 | -8,14 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 4.474 | -1,17 | 1.435 | -5,41 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 877 | 1,74 | 281 | -2,77 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 46.353 | 2,64 | 14.868 | -1,80 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 7.186 | 6,73 | 2.305 | 2,13 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 6.456 | -0,43 | 2.071 | -4,69 | ||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 766 | 246 | ||||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 1.161 | -7,93 | 372 | -11,85 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 1.744 | 0,06 | 560 | -4,28 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 2.102 | 4,63 | 674 | 0,15 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 66.741 | 1,19 | 21.411 | -3,17 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 25.852 | 3,06 | 8.294 | -1,38 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 18.516 | -5,83 | 5.940 | -9,89 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 9.609 | -0,30 | 3.083 | -4,61 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 44.422 | 5,31 | 14.251 | 0,77 | ||||
| 2026-04-28 | 13F | Townsend & Associates, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 15.408 | 0,00 | 5.011 | -4,70 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 10.569 | 3.390 |
Other Listings
| US:VTI | 362,74 $ |
