Grundlæggende statistik
| Institutionelle ejere | 3607 total, 3596 long only, 0 short only, 11 long/short - change of 2,09% MRQ |
| Del pris | 365,90 |
| Gennemsnitlig porteføljeallokering | 2.1916 % - change of -3,92% MRQ |
| Institutionelle aktier (lange) | 789.990.402 (ex 13D/G) - change of 270,28MM shares 51,68% MRQ |
| Institutionel værdi (lang) | $ 188.808.232 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Total Stock Market ETF (GB:0LOS) har 3607 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 789,990,402 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 June 5, 2026 is 365,90 / share. Previously, on June 6, 2025, the share price was 295,29 / share. This represents an increase of 23,91% 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.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 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 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 18.809 | 3,65 | 6.033 | 100.450,00 | ||||
| 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 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 12.624 | 150,13 | 4.050 | 139,50 | ||||
| 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 | ||||
| 2026-05-14 | 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 | ||||
| 2026-04-22 | 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 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 1.976 | -23,82 | 636 | -27,35 | ||||
| 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 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-05-05 | 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 | ||||
| 2026-04-08 | 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 | |||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 13.200 | 0,30 | 4.235 | -4,03 | ||||
| 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 | ||||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1.104 | 6,36 | 354 | 1,72 | ||||
| 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 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 121.578 | 26,96 | 39.003 | 21,48 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 8.867 | -0,01 | 2.845 | -4,34 | ||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 3.163 | -3,57 | 1.015 | -7,73 | ||||
| 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 | ||||
| 2026-05-12 | 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 | ||||
| 2026-05-04 | 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 | ||||
| 2026-05-05 | 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 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 56.116 | 1,49 | 18.003 | -2,88 | ||||
| 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 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 25 | 0,00 | 8 | 0,00 | ||||
| 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 | ||||
| 2026-04-30 | 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 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 8.870 | 7,49 | 2.846 | 2,86 | ||||
| 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 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 2.429 | -7,54 | 779 | -11,48 | ||||
| 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 | ||||
| 2026-04-10 | 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 | ||||
| 2026-04-14 | 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 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 6.698 | -7,70 | 2.149 | -11,71 | ||||
| 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 | ||||
| 2026-04-09 | 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 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 3.546 | -1,58 | 1.138 | -5,88 | ||||
| 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 | ||||
| 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 | ||||
| 2026-05-16 | 13F | Pine Ridge Advisers LLC | 79.419 | 0,05 | 25.479 | -4,26 | ||||
| 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 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 6.943 | -0,27 | 2.227 | -4,58 | ||||
| 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 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 207.973 | 1,50 | 66.720 | -2,88 | ||||
| 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 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 5.380 | 0,02 | 1.726 | -4,33 | ||||
| 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 | ||||
| 2026-05-15 | 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 | |||
| 2026-04-23 | 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 | ||||
| 2026-06-04 | 13F/A | Chelsea Counsel Co | 36 | 0,00 | 12 | -8,33 | ||||
| 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 | |||||
| 2026-05-15 | 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 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 1.577 | 10,05 | 578 | 18,69 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 2.795 | 0,04 | 897 | -4,27 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 24.663 | -0,54 | 7.912 | -4,82 | ||||
| 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 | ||||
| 2026-05-18 | 13F | Wilson & Boucher Capital Management, LLC | 52.828 | -0,53 | 16.948 | -4,82 | ||||
| 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 | ||||
| 2026-05-14 | 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 | 1,52 | 3.390 | -2,87 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 5.887 | -1,21 | 1.889 | -5,46 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1.313.941 | 421.525 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 290.715 | -2,47 | 93 | -6,06 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 61.077 | 7,32 | 19.594 | 2,69 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 844 | -10,59 | 271 | -14,56 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 314 | 0,00 | 105 | 1,94 | ||||
| 2026-04-14 | 13F | Gibson Wealth Advisors LLC | 140.361 | 2,99 | 45.024 | -1,46 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 10.363 | -5,39 | 3.230 | -12,73 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 1.469 | -16,30 | 471 | -19,90 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 5.820 | -3,03 | 1.867 | -7,21 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 1.397 | -6,87 | 448 | -10,93 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 15.191 | 5,40 | 4.873 | 0,85 | ||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 4.590 | 3,01 | 1.473 | -1,41 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 3.683 | -3,91 | 1.182 | -8,09 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 47.809 | 10,40 | 15.338 | 5,64 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 799.543 | 1,33 | 256.492 | -3,04 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 13.081 | -0,40 | 4.196 | -4,68 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 1.178.270 | -1,16 | 378.001 | -5,42 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 56.289 | -0,73 | 18.872 | 1,42 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 2.031 | 652 | ||||||
| 2026-04-15 | 13F | Rainwater Charitable Foundation | 394.751 | 28,98 | 126.640 | 23,42 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 100.696 | 0,79 | 32.304 | -3,55 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 418.114 | 0,25 | 134.135 | -4,07 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 2.181 | -14,54 | 680 | -20,86 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 63.260 | 4,55 | 20 | 0,00 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 32.877 | 0,00 | 10.547 | -4,31 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 107 | 0,00 | 34 | -2,86 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 4.168 | 1,81 | 1.337 | -2,55 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 18.445 | 0,00 | 6.184 | 0,00 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 3.182 | -6,99 | 1.021 | -8,68 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 3.419 | -7,32 | 1.097 | -11,33 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 276.653 | 8,23 | 88.753 | 3,56 | ||||
| 2026-04-30 | 13F | Conning Inc. | 49.266 | 0,00 | 15.805 | -4,31 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 2.929 | -9,01 | 940 | -12,97 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 7.194 | -6,77 | 2.308 | -10,79 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 2.480 | -6,06 | 796 | -10,17 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 87.484 | -2,40 | 28.066 | -6,61 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 16.871 | 11,75 | 5.412 | 6,94 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 34.069 | 4,42 | 10.930 | -0,09 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 1.595 | -4,95 | 512 | -9,07 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 785 | 12,79 | 252 | 7,73 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 2.020 | -13,19 | 648 | -17,68 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 1.379 | 0,00 | 442 | -4,33 | ||||
| 2026-04-29 | 13F | Shelter Mutual Insurance Co | 43.850 | 0,00 | 14.068 | -4,31 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 79.782 | -9,67 | 25.595 | -13,57 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 41.637 | 9,00 | 13.357 | 4,30 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 423 | 136 | ||||||
| 2026-05-07 | 13F | Legacy Capital Wealth Management, Llc | 1.733 | -5,51 | 556 | -9,61 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 93 | -17,70 | 30 | -21,62 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4.133 | 1.386 | ||||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 100 | 0,00 | 32 | -3,03 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 21.302 | 26,65 | 6.834 | 21,19 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 164 | -75,11 | 53 | -76,36 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 22.944 | -0,78 | 7.361 | -5,07 | ||||
| 2026-04-22 | 13F | Harrell Investment Partners, Llc | 20.828 | 5,68 | 6.682 | 1,12 | ||||
| 2026-05-21 | 13F | Front Street Capital Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 9.605 | 1,27 | 3.412 | 7,33 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 5.933 | 11,08 | 1.903 | 6,31 | ||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 50.216 | 10,34 | 16.110 | 5,58 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 19.466 | -99,69 | 6.245 | -0,43 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 412 | -11,97 | 138 | 25,45 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 2.630 | 4,16 | 844 | -0,24 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 41.589 | 3,68 | 13.342 | -0,78 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 5.567 | 9,91 | 1.786 | 5,19 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 8.034 | 0,12 | 2.577 | -4,20 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 18.687 | 0,09 | 5.995 | -4,22 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 30.926 | 1.589,02 | 10.104 | 1.548,12 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 966 | 0,31 | 310 | -4,04 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 190.257 | 12,44 | 61.036 | 7,59 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 800 | 0,00 | 257 | -4,48 | ||||
| 2026-04-29 | 13F | Carnegie Lake Advisors LLC | 2.644 | 0,11 | 848 | -4,18 | ||||
| 2026-05-01 | 13F | AF Advisors, Inc. | 4.997 | -2,97 | 1.603 | -7,13 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 4.249 | -0,96 | 1.363 | -5,22 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 5.781 | 2,17 | 1.855 | -2,22 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 18.753 | 1,74 | 6.229 | 0,81 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 9.697 | -6,86 | 3.111 | -10,89 | ||||
| 2026-05-05 | 13F | Mandatum Life Insurance Co Ltd | 628 | 0,00 | 201 | -4,29 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 2.633 | 2,61 | 845 | -1,86 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 14.654 | 2,89 | 4.701 | -1,55 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2.548 | 15,29 | 817 | 10,41 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 5.528 | -0,84 | 1.773 | -5,14 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 6.324 | -6,60 | 2.029 | -10,66 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 5.653 | 5,72 | 1.814 | 1,17 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 1.042 | -2,89 | 334 | -6,96 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 6.111 | 9,09 | 1.960 | 4,37 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 7.995 | 16,00 | 2.565 | 11,00 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 5.230 | 2,59 | 1.678 | -1,87 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 87.717 | 0,11 | 28.140 | -4,20 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 2.256 | 0,27 | 724 | -4,11 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 1.273 | 0,00 | 408 | -4,23 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 4.145 | 1,22 | 1.330 | -3,13 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 164 | 0,00 | 53 | -3,70 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 17.539 | -0,34 | 6 | 0,00 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 1.116 | 7,62 | 358 | 3,17 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 52.638 | -3,46 | 16.887 | -7,63 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 7.212 | -2,91 | 2.314 | -7,11 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 25.847 | -0,16 | 8.292 | -4,46 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 1.859 | 0,32 | 596 | -4,03 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 3.703 | -0,03 | 1.188 | -4,27 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 4.087 | -25,58 | 1.311 | -28,79 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 62.622.049 | 3,80 | 20.995.293 | 6,04 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 2.966 | 0,34 | 951 | -4,04 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 8.075 | 0,14 | 2.707 | 2,31 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 5.761 | -2,52 | 1.848 | -6,71 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 3.489 | 26,14 | 1.119 | 20,71 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 15.604 | 1,41 | 5.006 | -2,97 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 8.895 | 1,63 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 8.429 | 0,29 | 2.704 | -4,05 | ||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 7.970 | -0,28 | 2.557 | -4,59 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 14.199 | 2,22 | 4.760 | 4,43 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 29.337 | -3,63 | 9.412 | -7,79 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 23.605 | -0,65 | 7.573 | -4,93 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 41 | 0,00 | 14 | 0,00 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 11.250 | -8,34 | 3.609 | -12,30 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 64.509 | 8,06 | 20.695 | 3,41 | ||||
| 2026-05-05 | 13F | Willis Investment Counsel | 1.293 | 0,00 | 415 | -4,39 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 2.502 | -17,45 | 803 | -21,06 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 8.958 | -0,67 | 2.874 | -4,96 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 65.770 | 1,55 | 21.101 | -2,83 | ||||
| 2026-05-15 | 13F | Obsido Oy | 207.234 | 4,93 | 66.483 | 0,40 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 4.029 | 0,05 | 1.293 | -4,30 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 181 | -11,27 | 58 | -14,71 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 766 | -87,82 | 246 | -88,38 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 62.244 | 1,51 | 19.968 | -2,87 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 175.669 | 47.250,13 | 56.356 | 20.099,28 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 134.047 | 1,42 | 43.004 | -2,96 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 18.885 | -19,06 | 6.058 | -22,55 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 2.049 | 0,00 | 657 | -4,23 | ||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 964 | 0,00 | 309 | -4,33 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 4.998.917 | 3,02 | 1.603.702 | -1,42 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 1.102 | 0,00 | 354 | -4,34 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 5.198 | 9,66 | 1.668 | 4,91 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 1.752 | 95,75 | 587 | 95,67 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 1.673 | -3,74 | 537 | -7,90 | ||||
| 2026-04-20 | 13F | Barton Investment Management | 10.617 | -1,26 | 3.406 | -5,49 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 42.744 | 2,28 | 13.713 | -2,13 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 1.027 | 329 | ||||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 5.230 | 850,91 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 1.856 | -1,49 | 595 | -5,71 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 40.860 | -1,20 | 13.108 | -5,47 | ||||
| 2026-04-15 | 13F | Dedeker Financial LLC | 630 | 0,00 | 202 | -4,27 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 8.002 | -0,27 | 2.567 | -4,57 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 2.045 | 20,93 | 656 | 15,90 | ||||
| 2026-04-24 | 13F | Washington Capital Management Inc | 86.461 | -0,39 | 27.738 | -4,68 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 20.184 | 44,03 | 6.564 | 39,72 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 173.834 | 1,79 | 55.768 | -2,60 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 4.162 | 1,98 | 1.354 | -1,10 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 12.373 | 0,68 | 3.969 | -3,97 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 640 | 205 | ||||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 1.134 | -23,69 | 364 | -27,11 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 1.845 | 0,00 | 592 | -4,37 | ||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 95.896 | 16,10 | 30.764 | 11,09 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 10.325.305 | -26,67 | 3.312.461 | -29,83 | ||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 1.389 | -0,14 | 446 | -4,51 | ||||
| 2026-05-05 | 13F | GuidedMoney, LLC | 233.776 | 5,21 | 74.998 | 0,67 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 70.440 | -3,87 | 22.598 | -8,02 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 3.496 | -9,52 | 1.121 | -13,44 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 1.556 | 0,00 | 499 | -4,22 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2.630 | 3,50 | 844 | -0,94 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 1.094 | 0,00 | 351 | -4,37 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 2.091 | 0,34 | 671 | -4,01 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 372.371 | 10,13 | 119.460 | 5,38 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 16.284 | 5,15 | 5.224 | 0,62 | ||||
| 2026-05-11 | 13F | Loudon Investment Management, LLC | 3.254 | -0,43 | 1.044 | -4,75 | ||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 29.175 | 0,16 | 9.360 | -4,16 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 478.643 | 3,05 | 153.553 | -1,40 | ||||
| 2026-05-13 | 13F | Provident Living Financial Services, Inc. | 15.937 | 6,34 | 5.113 | 1,75 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 989 | 5,10 | 318 | 0,63 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 3.843 | -4,45 | 1.233 | -8,61 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 61.143 | 4,73 | 19.615 | 0,21 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 2.200 | 102,76 | 706 | 94,49 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 861 | 0,12 | 276 | -4,17 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 2.138 | 6,32 | 686 | 1,63 | ||||
| 2026-05-14 | 13F | Johns Hopkins University | 1.133 | -13,51 | 363 | -17,31 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 1.250 | 0,00 | 401 | -4,30 | ||||
| 2026-04-21 | 13F | WMS Group LLC | 1.000 | 0,00 | 321 | -4,48 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 16.312 | 4,13 | 5.233 | -0,38 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 3.174 | -1,79 | 1.018 | -6,00 | ||||
| 2026-02-17 | 13F | Integrity Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 2.335 | 6,04 | 729 | -1,36 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 2.706 | 145,33 | 941 | 149,60 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 63.166 | 5,86 | 20.264 | 1,29 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 431.499 | 3,56 | 138 | -0,72 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 1.851 | -0,05 | 594 | -4,35 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 1.958 | 0,05 | 628 | -4,27 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 6.161.979 | -0,16 | 56.084 | -9,16 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 32.248 | -30,25 | 10.346 | -33,26 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2.604 | -3,80 | 836 | -7,94 | ||||
| 2026-04-29 | 13F | PCB Capital LLC | 881 | -1,45 | 283 | -5,69 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 364.503 | 3,31 | 116.936 | -1,14 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 68.002 | -2,83 | 21.816 | -7,02 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 44.048 | 23,66 | 14.131 | 18,32 | ||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Independent Order of Foresters | 213.865 | 0,00 | 68.610 | -4,31 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 1.700 | 545 | ||||||
| 2026-05-11 | 13F | Scratch Capital Llc | 22.974 | 1,46 | 7.370 | -2,91 | ||||
| 2026-05-15 | 13F | Nissay Asset Management Corp /japan/ /adv | 3.663.005 | 0,00 | 1.175.129 | -4,31 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 18.005 | 1,00 | 5.776 | -3,35 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 11.657 | 3.740 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 37.748 | 9,60 | 12.110 | 4,87 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 18.652 | 1,22 | 5.984 | -3,14 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 45.370 | -1,97 | 14.555 | -6,20 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 59.013 | 141,10 | 18.932 | 130,70 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 7.453 | -1,40 | 2.391 | -5,68 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 18.144 | 3,36 | 5.821 | -1,10 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 250 | 25,63 | 80 | 21,21 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 1.011 | 0,20 | 324 | -4,14 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 1.378 | 0,00 | 442 | -4,33 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 732 | 0,55 | 235 | -4,10 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 6.584 | -4,15 | 2.112 | -8,29 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 106 | 19,10 | 34 | 17,24 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 692 | 0,87 | 222 | -3,06 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 30.883 | 0,64 | 9.908 | -3,70 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 3.625 | 0,14 | 1.163 | -4,52 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 711 | 0,00 | 228 | -4,20 | ||||
| 2026-05-13 | 13F | Marex Group plc | 16.187 | 0,00 | 5.193 | -4,33 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 25.985 | 47,63 | 8.413 | 41,05 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 515.234 | 27,68 | 165.292 | 22,17 | ||||
| 2026-04-17 | 13F | Community Bank of Raymore | 3.484 | -13,78 | 1.118 | -17,50 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 4.104 | 0,00 | 1.317 | -4,29 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 2.546 | -23,06 | 817 | -26,42 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 7.275 | 4,27 | 2.334 | -0,26 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 3.613 | -1,26 | 1.159 | -5,46 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 511 | 51.000,00 | 164 | |||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 1.632 | -3,66 | 524 | -7,92 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 42.863 | -11,46 | 13.751 | -15,28 | ||||
| 2026-05-15 | 13F | Parkwood LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Impact Partnership Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 2.257 | 0,80 | 724 | -3,47 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 4.914 | 1.647 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 3.344 | -10,13 | 1.073 | -14,03 | ||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 658 | 1,54 | 211 | -2,76 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 155.397 | -30,80 | 49.853 | -33,79 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 8.741 | 0,00 | 2.804 | -4,30 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 10.643 | -1,15 | 3.414 | -5,40 | ||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 7.549 | 3,03 | 2.422 | -1,43 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 3.315 | -7,56 | 1.063 | -11,56 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 1.462 | -8,22 | 469 | -13,97 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 33.490 | 4,46 | 10.744 | -0,05 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 243.111 | 0,64 | 77.992 | -3,70 | ||||
| 2026-04-22 | 13F | Burrus Financial Services, Inc. | 89.306 | -31,68 | 28.651 | 29,04 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 1.048 | -0,10 | 336 | -4,27 | ||||
| 2026-04-10 | 13F | Boyer Financial Services, Inc. | 1.298 | -2,19 | 416 | -6,73 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 12.768 | 1,44 | 4.096 | -2,94 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 86.408 | -1,86 | 27.714 | -6,11 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 52.035 | -1,60 | 17 | -5,88 | ||||
| 2026-06-04 | 13F | Evansbrook LLC | 814 | 0,25 | 261 | -4,04 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 63.926 | 9,01 | 22.236 | 13,09 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 1.203 | -11,67 | 386 | -15,35 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 4.273 | -65,11 | 1.371 | -66,63 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 6.545 | -6,07 | 2.100 | -10,41 | ||||
| 2026-05-06 | 13F | John G Ullman & Associates Inc | 1.354 | 0,00 | 434 | -4,19 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 7.978 | 18,21 | 2.559 | 13,13 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 900 | 0,00 | 289 | -4,32 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2.707 | 908 | ||||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 2.930 | 0,07 | 940 | -4,18 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 5.375 | 9,69 | 1.724 | 4,99 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 5.472 | -2,74 | 1.755 | -6,95 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 397.278 | -4,14 | 127.451 | -8,27 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 2.889 | 5,09 | 927 | 0,54 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 3.517 | -1,12 | 1.128 | -5,37 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 677 | 3,20 | 217 | -0,91 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 5.460 | 7,52 | 1.752 | 2,88 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 22.958 | 337,05 | 7.365 | 318,23 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 5.367 | -1,31 | 1.722 | -5,60 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 2.821 | 1,73 | 905 | -2,69 | ||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 29.616 | -0,51 | 9.501 | -4,80 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 759.045 | 5,33 | 243.509 | 0,79 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 11 | 0,00 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | Levin Capital Strategies, L.p. | 21.619 | -8,78 | 6.936 | -12,72 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 411.337 | 15,69 | 131.961 | 10,70 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 152.967 | -1,11 | 49.073 | -5,38 | ||||
| 2026-04-22 | 13F | Sentry LLC | 13.412 | -0,74 | 4.303 | -5,03 | ||||
| 2026-04-29 | 13F | Custom Index Systems, Llc | 917.494 | 29 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 154 | 67,39 | 49 | 63,33 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 84.461 | 9,64 | 27.096 | 4,91 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 2.420 | -2,73 | 776 | -6,95 | ||||
| 2026-05-14 | 13F | Ardent Capital Management, Inc. | 721 | 0,00 | 231 | -4,15 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 297.760 | -2,42 | 96.248 | -5,93 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 5.522 | 17,97 | 1.771 | 12,87 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 8.967 | -0,63 | 2.877 | -4,93 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 852 | 0,00 | 273 | -4,21 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 1.092 | 0,00 | 350 | -4,37 | ||||
| 2026-05-11 | 13F | Treasure Coast Financial Planning | 11.814 | -4,36 | 3.790 | -8,50 | ||||
| 2026-05-15 | 13F | Marquette Associates, Inc. | 6.734 | 0,00 | 2.160 | -4,30 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 1.673 | -3,74 | 537 | -7,90 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 5.034 | 0,00 | 1.615 | -4,33 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 1.335 | 106,02 | 428 | 97,24 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 1.035 | -3,27 | 332 | -7,54 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 1.703 | 0,06 | 546 | -4,21 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 18.445 | -4,62 | 5.917 | -8,73 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 6.780 | -0,04 | 2.175 | -4,35 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 2.387 | -4,14 | 766 | -8,27 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 833.032 | 3,19 | 267.243 | -1,27 | ||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 103.825 | 1,16 | 33.308 | -3,20 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 1.296 | -0,38 | 416 | -4,82 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 1.339 | -6,17 | 430 | -10,25 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 34.041 | 52,60 | 10.921 | 46,01 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 1.591 | -4,90 | 511 | -8,93 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 19.603 | 6,76 | 6.234 | -0,83 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 7.532 | 10,18 | 2.416 | 5,46 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 2.931 | 86,81 | 940 | 78,71 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 1.089 | 0,37 | 349 | -3,86 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 38.187 | 4,21 | 12.251 | -0,28 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 1.053 | -3,75 | 338 | -7,92 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 8.156 | 30,66 | 2.616 | 25,05 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 660 | 0,00 | 212 | -4,52 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 7.164 | -0,15 | 2.298 | -4,45 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 841 | 0,00 | 270 | -4,27 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 40.329 | 2,91 | 0 | |||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 1.735.336 | -0,60 | 556.713 | -4,89 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 17.647 | 0,00 | 5.661 | -4,31 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 229.378 | -0,89 | 73.587 | -5,16 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 1.005 | 0,00 | 322 | -4,17 | ||||
| 2026-05-12 | 13F | Fairfield, Bush & Co. | 2.707 | -0,04 | 868 | -4,30 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 2.995 | 961 | ||||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 6.205 | -3,72 | 1.992 | -7,87 | ||||
| 2026-04-16 | 13F | jvl associates llc | 143.604 | -1,66 | 46.070 | -5,90 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 601.790 | 212,78 | 193.060 | 199,29 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.320.304 | -9,05 | 777.928 | 92.842,41 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 4.023 | -1,13 | 1.290 | -5,43 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 77 | 25 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 216.463 | 15,26 | 69.444 | 10,29 | ||||
| 2026-05-08 | 13F | Virtus Wealth Solutions LLC | 1.900 | -0,31 | 610 | -4,69 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 1.107 | 0,00 | 355 | -4,31 | ||||
| 2026-05-04 | 13F | Brewster Financial Planning LLC | 1.467 | -0,95 | 471 | -5,24 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 7.540 | 26,91 | 2.419 | 21,50 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 282 | 0,36 | 90 | -4,26 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 7.354 | -1,58 | 2.359 | -5,83 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 63.113 | 10,23 | 20.247 | 5,48 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 3.592 | 0,00 | 1.152 | -4,32 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 11.051 | -7,52 | 3.545 | -11,51 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 8.492 | -2,90 | 2.724 | -7,09 | ||||
| 2026-04-16 | 13F | Asset Advisors Investment Management, LLC | 3.183 | -3,13 | 1.021 | -7,27 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 4.604 | 0,00 | 1.491 | -5,10 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 2.120 | -0,52 | 680 | -4,76 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 4.942 | 9,34 | 1.585 | 4,62 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 889 | -10,65 | 285 | |||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 9.620 | -12,38 | 3.086 | -16,14 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 11.624 | -30,92 | 3.729 | -33,89 | ||||
| 2026-04-27 | 13F | BCK Partners, Inc. | 5.051 | -1,46 | 1.620 | -5,70 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 55.974 | -4,92 | 17.957 | -9,02 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 22.822 | 67,82 | 7.322 | 60,58 | ||||
| 2026-05-13 | 13F | Northstar Asset Management Inc | 997 | 0,00 | 320 | -4,49 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 1.402 | -1,13 | 450 | -5,47 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2.231.332 | 3,09 | 715.834 | -3,60 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 1.506 | -3,89 | 483 | -8,00 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 610 | 204 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 5.614 | 1.801 | ||||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 142 | 46 | ||||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 1.105 | 3,08 | 354 | -1,39 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 1.887 | 0,00 | 605 | -4,27 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 24.918 | -15,98 | 7.994 | -19,59 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 3.032 | -1,04 | 1 | -100,00 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 104.346 | -0,03 | 33.475 | -4,34 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 713 | 229 | ||||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 3.153 | 0,67 | 1.012 | -3,62 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 6.208 | -7,15 | 1.991 | -11,16 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 794 | -12,17 | 255 | -16,17 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 8.646 | 1,89 | 2.774 | -2,53 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 4.604 | 4,52 | 1.477 | -1,53 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 5.709 | 1.914 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 45.924 | 0,30 | 14.733 | -4,03 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 1.876 | 172,67 | 602 | 161,30 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 3.461 | 1,02 | 1.110 | -3,31 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 114.883 | -1,62 | 36.856 | -5,86 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 5.211 | 0,25 | 1.672 | -4,02 | ||||
| 2026-04-10 | 13F | Boston Research & Management Inc | 12.380 | 0,00 | 4 | -25,00 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 5.045 | 1,92 | 1.619 | -2,47 | ||||
| 2026-04-27 | 13F | Vavra Capital Management, LLC | 3.378 | 0,00 | 1.084 | -4,33 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 5.213 | 2,44 | 1.672 | -1,99 | ||||
| 2026-05-15 | 13F | Ironwood Investment Management Llc | 54.181 | 6,93 | 17.382 | 2,31 | ||||
| 2026-04-17 | 13F | McHugh Group, LLC | 7.357 | 20,55 | 2.360 | 15,35 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 650 | 209 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 46.749 | 3,03 | 14.998 | -1,42 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 141.461 | -1,70 | 45.382 | -5,94 | ||||
| 2026-05-06 | 13F | Aspetuck Financial Management LLC | 1.731 | 0,00 | 555 | -4,31 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 9.691 | -1,29 | 3.109 | -5,53 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 817 | 262 | ||||||
| 2026-05-11 | 13F | Essex Investment Management Co Llc | 1.206 | 0,00 | 387 | -4,46 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 4.225 | 1.355 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 12.855 | -58,31 | 4.124 | -60,11 | ||||
| 2026-04-20 | 13F | Schwab Charitable Fund | 652 | -84,92 | 209 | -85,59 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 80.604 | 2,38 | 25.859 | -2,03 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 49.010 | 12,91 | 15.723 | 8,03 | ||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 1.577 | -4,25 | 506 | -8,51 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 1 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Sfm, Llc | 7.348 | -5,03 | 2.357 | -9,10 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 106 | 0,00 | 34 | -2,86 | ||||
| 2026-05-15 | 13F | Wealth Analytics Partners, LLC | 5.221 | -2,25 | 1.675 | -6,42 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 18.876 | 0,16 | 6.056 | -4,16 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 694 | 0,00 | 233 | 0,00 | ||||
| 2026-04-10 | 13F | Kessler Investment Group, LLC | 1.233 | -6,16 | 396 | -10,23 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 788 | 0,00 | 253 | -4,55 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 4.158 | -7,23 | 1.334 | -11,25 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 735 | 0,00 | 245 | -2,00 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 8.295 | 40,64 | 2.661 | 34,55 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 58.208 | -1,59 | 18.674 | -5,84 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 1.132 | -39,07 | 363 | -41,64 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 8.651 | 1,32 | 3.088 | 7,90 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 2.780 | 0,00 | 892 | -4,40 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 7.016 | 9,78 | 2.352 | 14,73 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 3.585 | -5,18 | 1.150 | -9,23 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 3.665 | -5,95 | 1.176 | -10,03 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 77.579 | 1,67 | 24.888 | -3,46 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 5.366 | 3,65 | 1.722 | -0,81 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 5.998 | 10,36 | 1.924 | 5,60 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 20.782 | -0,42 | 6.667 | -4,72 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 146.827 | 47.104 | ||||||
| 2026-04-23 | 13F | Manchester Financial Inc | 2.422 | -2,02 | 777 | -6,28 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 86 | 1,18 | 28 | -3,57 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 39.526 | 10,55 | 12.680 | 5,78 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 1.070 | 66,41 | 343 | 59,53 | ||||
| 2026-04-29 | 13F | Fishman Jay A Ltd/mi | 2.500 | 0,00 | 802 | -4,30 | ||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 1.130 | 0,00 | 363 | -4,23 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 16.379 | 9,38 | 5.255 | 4,66 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 2.181 | 0,05 | 700 | -4,25 | ||||
| 2026-02-13 | 13F | Brick & Kyle, Associates | 4.790 | 0,34 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 1.006 | 0,00 | 323 | -4,45 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 2.482 | -11,07 | 796 | -14,87 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 11.416 | 0,55 | 3.662 | -3,78 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 5.802 | -8,87 | 1.861 | -12,79 | ||||
| 2026-05-05 | 13F | Ashford Advisors, LLC | 157.362 | 0,01 | 50.483 | -4,30 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 2.663 | -1,33 | 854 | -5,53 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 371 | 0,00 | 119 | -4,03 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 290.404 | 5,21 | 93.165 | 0,68 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 48.358 | 18,93 | 15.514 | 13,80 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 376 | 0,00 | 121 | -4,76 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 1.772 | 0,00 | 568 | -4,38 | ||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 80.671 | -14,50 | 25.880 | -18,19 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 234.031 | 3,70 | 75.079 | -0,77 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 130.731 | 1,84 | 41.718 | -3,07 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 1.227 | 0,00 | 394 | -4,38 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 11.232 | 0,47 | 3.603 | -3,84 | ||||
| 2026-05-06 | 13F | Spectrum Wealth Advisory Group, LLC | 795 | 0,00 | 255 | -4,14 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 30.870 | -0,25 | 9.903 | -4,55 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 5.768 | -3,29 | 1.850 | -7,45 | ||||
| 2026-04-13 | 13F | Waycross Investment Management Co | 2.360 | 0,00 | 757 | -4,30 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 2.348 | 67,71 | 753 | 60,55 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 19.086 | -3,23 | 6.123 | -7,41 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 37.743 | 19,46 | 12.108 | 14,31 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 3.910 | 0,10 | 1.254 | -4,20 | ||||
| 2026-04-29 | 13F | Ak Global Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 8.928 | -2,44 | 2.864 | -6,65 | ||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 971 | 353 | ||||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 2.600 | -3,67 | 834 | -9,25 | ||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 44.595 | 29,85 | 14.307 | 24,25 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 298 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 4.835 | -3,61 | 1.551 | -7,73 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 10.389 | -0,53 | 3.333 | -4,83 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 6.568 | -10,05 | 2.107 | -13,93 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 104.187 | -1,89 | 33.424 | -6,12 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 7.525 | 0,74 | 2.414 | -3,59 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 2.468 | 83,90 | 792 | 76,17 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 17.315 | -0,46 | 5.555 | -4,77 | ||||
| 2026-04-16 | 13F | Mountain Pacific Investment Advisers Inc/id | 2.283 | -15,32 | 732 | -18,94 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 9.723 | 1,18 | 3.119 | -3,20 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 6.896 | -25,49 | 2.212 | -28,69 | ||||
| 2026-04-09 | 13F | Red Spruce Capital, LLC | 1.164 | 38,24 | 373 | 32,27 | ||||
| 2026-04-22 | 13F | Braun Stacey Associates Inc | 707 | -2,75 | 227 | -7,00 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 52.733 | -0,14 | 16.917 | -4,45 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 1.648 | 0,00 | 529 | -4,35 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 13.011 | -1,97 | 4.174 | -6,22 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 901 | -1,74 | 289 | -5,86 | ||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | 24.562 | -48,99 | 7.880 | 2,32 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 1.665 | 0,00 | 534 | -4,30 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 1.109 | -1,33 | 356 | -5,59 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 72.922 | 1,11 | 23.394 | -3,25 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 48.945 | 0,73 | 15.702 | -3,61 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 18.605 | 12,98 | 5.969 | 8,10 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 41.018 | 0,23 | 13.159 | -4,09 | ||||
| 2026-05-07 | 13F | Financial Discovery Group Inc | 2.224 | 713 | ||||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 4.416 | -0,34 | 1.417 | -4,65 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 29.485 | -0,50 | 9.459 | -4,78 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 26.884 | -4,00 | 8.625 | -8,15 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 17.646 | 26,67 | 5.661 | 23,87 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 6.812 | 2,33 | 2.186 | -2,11 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 2.671 | 7,10 | 857 | 2,39 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 138.816 | 2,47 | 44.534 | -1,95 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | Call | 306.600 | 165,22 | 1.321 | -54,18 | |||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 4.506 | -0,99 | 1.445 | -5,25 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 281.762 | -0,01 | 368 | -4,68 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 3.607 | -54,02 | 1.157 | -55,99 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 727 | 0,00 | 233 | -4,12 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 1.884 | -4,51 | 605 | -8,62 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 5.506 | 5,18 | 1.766 | 0,63 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 9.895 | 6,50 | 3.318 | 8,79 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 6.140 | 7,49 | 2.150 | 10,37 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 49.244 | 24,29 | 17.224 | 30,36 | ||||
| 2026-05-12 | 13F | Taylor Hoffman Capital Management LLC | 1.538 | -22,75 | 493 | -26,09 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 20.827 | 0,78 | 6.682 | -3,57 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 1.488 | 2,76 | 477 | -1,65 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 5.211 | 3,07 | 1.672 | -1,42 | ||||
| 2026-05-07 | 13F | Taiyo Life Insurance Co | 166.000 | 0,00 | 53 | -3,64 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 685 | -9,63 | 220 | -13,78 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 4.604 | 0,00 | 1.477 | -4,28 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 1.290 | 414 | ||||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 6.528 | -1,33 | 2.094 | -5,59 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 4.519 | 0,29 | 1.450 | -4,04 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 23.579 | -0,06 | 7.564 | -4,37 | ||||
| 2026-05-08 | 13F | Maple Capital Management, Inc. | 1.698 | -8,86 | 545 | -12,82 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 1.884 | 0,32 | 604 | -3,97 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 20.604 | -0,12 | 6.724 | -2,79 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4.704.927 | -3,26 | 1.466.432 | -10,07 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 18.041 | 98,32 | 5.788 | 89,74 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3.446 | -20,19 | 1.106 | -23,64 | ||||
| 2026-04-14 | 13F | Lawood & Co | 3.485 | 0,00 | 1.118 | -4,28 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 19.324 | -0,64 | 6.199 | -4,92 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 3.125 | -3,46 | 1.003 | -7,65 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 7.930 | 2,02 | 2.544 | -2,38 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 11.081 | 124,18 | 3.555 | 114,48 | ||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 23.073 | 0,19 | 7.402 | -4,12 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 594.697 | -0,58 | 190.785 | -4,87 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 2.470 | 48,71 | 792 | 42,45 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 55.222 | -6,29 | 17.716 | -10,34 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 145.577 | -0,58 | 46.702 | -4,86 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 4.840 | -21,21 | 1.553 | -24,62 | ||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 9.778 | 29,34 | 3.137 | 23,76 | ||||
| 2026-04-17 | 13F | Sara-Bay Financial | 2.001 | -0,94 | 642 | -6,01 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 4.229 | 0,02 | 1.357 | -4,30 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 3.934 | 0,00 | 1.262 | -4,25 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 42.003 | 1,60 | 13.475 | -2,78 | ||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 11.760 | -3,54 | 3.773 | -7,71 | ||||
| 2026-05-01 | 13F | Avion Wealth | 53.879 | 2,60 | 17 | 0,00 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 3.034 | 0,00 | 973 | -4,33 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 470 | 0,00 | 151 | -4,46 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Hudson Value Partners, LLC | 22.742 | 2,13 | 7.296 | -2,37 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 20.431 | 16,35 | 6.554 | 11,33 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1.433 | 460 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 99.799 | 13,67 | 32.259 | 9,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 81.100 | 16,86 | 26.018 | 11,82 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 320.900 | -21,64 | 102.948 | -25,02 | |||
| 2026-04-16 | 13F | Security National Bank | 10.943 | 1,03 | 3.511 | -3,33 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 596.293 | 18,88 | 191.257 | 13,73 | ||||
| 2026-05-11 | 13F | Collier Financial | 1.140 | -1,47 | 366 | -5,93 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 210.203 | 0,52 | 67 | -4,29 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 44.937 | 0,67 | 14.416 | -3,67 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 37.001 | -1,14 | 11.870 | -5,40 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 29.174 | 12,53 | 9.359 | 7,69 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 26.078 | 5,47 | 8.366 | 0,92 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 163.814 | 7,11 | 52.543 | 2,47 | ||||
| 2026-05-13 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 2.723 | -18,18 | 874 | -21,70 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 24.267 | -18,69 | 7.785 | -22,20 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 121.249 | -1,89 | 38.898 | -6,13 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 9.338 | -11,47 | 2.996 | -15,30 | ||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 1.994 | 640 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 806.789 | 12,82 | 258.826 | 7,95 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3.787.743 | 1,94 | 1.215.146 | -2,45 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 924 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 33.445 | 5,79 | 10.729 | 1,23 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 2.603.399 | 2,51 | 835.197 | -1,91 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 939 | -81,51 | 301 | -68,58 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 3.773 | -5,60 | 1.210 | -9,70 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Prudent Investors Network | 4.113 | 117,27 | 1.319 | 108,04 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 20.096 | 7,24 | 6.447 | 2,61 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 390.811 | 1,42 | 125.376 | -2,96 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 128.493 | 2,24 | 41.222 | -2,17 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 683 | 0,00 | 219 | -3,95 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 43.937 | -3,20 | 14.095 | -7,37 | ||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 1.276 | -15,61 | 447 | -11,66 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 12.694 | -3,05 | 4.072 | -7,22 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Moller Financial Services | 1.671 | 76,45 | 536 | 68,77 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 1.550 | 107,50 | 497 | 98,80 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 4.122 | 0,22 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Flavin Financial Services, Inc. | 4.793 | 2,11 | 1.538 | -2,29 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 9.294 | -0,64 | 2.982 | -4,94 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 46 | 91,67 | 15 | 75,00 | ||||
| 2026-05-05 | 13F | Regency Capital Management Inc.\DE | 4.235 | -0,28 | 1.359 | -4,57 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 23.822 | -2,70 | 7.642 | -6,90 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 4.882 | -14,46 | 1.566 | -18,14 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 4.581 | 7,18 | 1.469 | 2,51 | ||||
| 2026-04-24 | 13F | Letson Investment Management, Inc. | 13.125 | 0,00 | 4.211 | -4,32 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 524 | -2,06 | 168 | |||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 17.020 | 0,62 | 5.460 | -3,72 | ||||
| 2026-04-23 | 13F | American National Bank | 2.689 | -3,59 | 863 | -7,81 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 145 | 45,00 | 47 | 39,39 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 3.483 | 7,24 | 1.117 | 2,67 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 3.294 | 0,34 | 1.057 | -4,00 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 46.305 | 41,38 | 14.855 | 35,29 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 2.552 | 0,12 | 819 | -4,22 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 723 | 15,31 | 232 | 10,00 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 1.722 | 0,00 | 596 | 0,85 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 21.846 | 941,28 | 7.009 | 881,51 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 30.991 | 3,62 | 9.942 | -0,85 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 2.035 | 0,25 | 682 | 2,40 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 103.782 | 9,53 | 33.294 | 4,81 | ||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 76.862 | 1,25 | 24.658 | -3,12 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 4.651 | 0,30 | 1.492 | -3,99 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 34.976 | -0,03 | 11.220 | -4,34 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 1.042 | -0,29 | 334 | -4,57 | ||||
| 2026-05-07 | 13F | Conquis Financial Llc | 1.832 | 7,07 | 641 | 11,69 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 800 | 0,00 | 257 | -4,48 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 237 | 0,00 | 76 | -3,80 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 2.524 | -32,31 | 810 | -35,28 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 2.274 | -0,52 | 730 | -4,83 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 18.810 | 1.964,76 | 6.034 | 1.878,36 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 3.440 | -7,75 | 1.083 | -13,36 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 1.041 | -2,53 | 334 | -6,98 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 516 | -0,19 | 166 | -4,62 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1.104 | 1,10 | 354 | -3,28 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 6.465 | -7,50 | 2.074 | -11,48 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 4.266 | -13,77 | 1.369 | -17,49 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 14.887 | 33,80 | 4.776 | 28,04 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 778 | 9,12 | 249 | 4,18 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 131 | 0,77 | 42 | -4,65 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 8.701 | -0,71 | 2.791 | -4,97 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 13.566 | 41,84 | 4.352 | 35,75 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 219.258 | 3,78 | 70.340 | -0,69 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 907 | 1,00 | 291 | -3,32 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 944 | 0,21 | 303 | -4,13 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 4.615 | 3,96 | 1.481 | -0,54 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 22.629 | -10,10 | 7.260 | -13,98 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 153 | -50,00 | 54 | -47,52 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 1.613 | 0,00 | 518 | -4,26 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 57.145 | 31,95 | 18.333 | 26,05 | ||||
| 2026-05-05 | 13F | Portfolio Strategies, Inc. | 95.555 | 3,67 | 30.884 | -0,06 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 317.672 | -3,22 | 101.912 | -7,39 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 11.595 | -31,81 | 3.720 | -34,65 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 2.620 | -1,50 | 840 | -5,72 | ||||
| 2026-05-07 | 13F | S&co Inc | 2.882 | 0,00 | 1 | |||||
| 2026-05-01 | 13F | Spectrum Financial Alliance Ltd LLC | 726 | 0,00 | 233 | -4,53 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 2.606 | -11,93 | 919 | -9,38 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 496.922 | 2,21 | 159.418 | -2,20 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 2.091 | 0,00 | 671 | -4,42 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 2.699 | 6,68 | 866 | 2,00 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 1.945 | 1,78 | 624 | -2,66 | ||||
| 2026-05-12 | 13F | Axos Invest Inc. | 80.946 | -21,68 | 25.968 | -25,06 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 89.121 | 7,04 | 28.591 | 2,43 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 21.675 | 4,60 | 7 | 0,00 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 6.188 | 10,26 | 1.985 | 5,53 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 33.713 | 14,59 | 10.815 | 9,65 | ||||
| 2026-02-13 | 13F | Brian Low Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 4.750 | 0,00 | 1.524 | -4,33 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 1.127 | 0,36 | 361 | -3,99 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 20.262 | -15,37 | 6.500 | -19,02 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 1.509 | 0,00 | 484 | -4,16 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 1.570 | -7,92 | 504 | -11,91 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 1.598 | 0,06 | 1 | |||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 3.469 | 3,27 | 1.121 | -0,44 | ||||
| 2026-05-12 | 13F | Athena Investment Management | 637 | 204 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 5.751 | -24,79 | 1.870 | -28,08 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 2.087 | 0,00 | 700 | 0,00 | ||||
| 2026-04-24 | 13F | United Community Bank | 18.721 | 40,38 | 6.006 | 34,31 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 8.586 | 0,21 | 2.755 | -4,11 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 23.699 | 15,93 | 7.603 | 10,93 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 23.213 | -5,15 | 7.447 | -9,25 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 3.648 | -2,22 | 1.170 | -6,40 | ||||
| 2026-04-07 | 13F | Armstrong Henry H Associates Inc | 4.449 | 0,00 | 1.427 | -4,29 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 2.800 | 898 | ||||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 1.134 | -4,87 | 364 | -9,02 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 2.073 | 25,18 | 665 | 19,82 | ||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 2.379 | 1,28 | 763 | -3,05 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 5.578 | -4,39 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 9.067 | -13,16 | 2.909 | -16,91 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 2.390 | 8,59 | 767 | 3,93 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 54.734 | -2,63 | 17.559 | -6,83 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 3.838 | 257,02 | 1.231 | 241,94 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 157.372 | 63,36 | 50.487 | 56,32 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 13.078 | -48,55 | 8.446 | -0,89 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | FFG Partners, LLC | 1.813 | 0,00 | 582 | -4,28 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 705 | 0,00 | 226 | -4,24 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 14.332 | 0,57 | 4.598 | -3,77 | ||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 21.284 | -22,92 | 7 | -33,33 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 637 | 0,63 | 204 | -3,77 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 41.978 | -23,47 | 13.467 | -25,18 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 117.486 | -2,43 | 37.691 | -6,64 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 6.351 | -5,41 | 2.037 | -9,51 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 36.196 | -0,51 | 11.612 | -4,80 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 2.549 | -0,43 | 818 | -4,78 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 3.164 | -4,21 | 1.015 | -8,31 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 16.944 | -2,01 | 5.436 | -6,24 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 18.271 | -5,51 | 6.122 | -7,77 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 43.475 | 0,65 | 13.947 | -3,69 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 5.046 | -9,51 | 1.619 | -13,43 | ||||
| 2026-04-29 | 13F | Great Hill Capital LLC | 2.916 | 80,56 | 935 | 72,83 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 4.980 | 7,61 | 1.598 | 2,97 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 1.242 | -22,86 | 398 | -26,16 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 4.573 | 19,09 | 1.604 | 24,63 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 4.576 | -11,47 | 1.468 | -15,29 | ||||
| 2026-05-15 | 13F | Avos Capital Management, LLC | 1.957 | -50,56 | 628 | -52,71 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 31.557 | 21,13 | 10.124 | 15,90 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 6.421 | -0,14 | 2.060 | -4,45 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 531 | -2,21 | 170 | -6,59 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 106.859 | 9,49 | 34.281 | 4,77 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 34.535 | -17,89 | 11.079 | -21,43 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.429.630 | 8,95 | 1.421.070 | 4,25 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 979 | 0,00 | 314 | -4,27 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 25.807 | 0,75 | 8.279 | -3,59 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 2.785 | 1,46 | 893 | -2,93 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 67.699 | 1,71 | 21.719 | -2,68 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 21.765 | 0,01 | 6.982 | -4,30 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 13.698 | 2,84 | 4.395 | -1,59 | ||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 1.295 | -3,07 | 415 | -7,16 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 5.556 | 15,46 | 1.782 | 10,48 | ||||
| 2026-05-04 | 13F | Sentinel Wealth Management, Inc. | 4.523 | 0,00 | 1.451 | -4,29 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 28.435 | 1,43 | 9.119 | -2,98 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 10.704 | -4,73 | 3.434 | -8,87 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 2.963 | -1,89 | 951 | -6,13 | ||||
| 2026-02-17 | 13F | Dimension Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 10.031 | 7,93 | 3.218 | 3,31 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 26.319 | 0,29 | 8.444 | -4,04 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.657 | 21,48 | 532 | 16,19 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 169.681 | 1,61 | 54.435 | -2,77 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 2.041 | 3,24 | 655 | -1,21 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 32.633 | 8,59 | 10.469 | 3,91 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 135.483 | -4,14 | 43.464 | -8,27 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 836 | 268 | ||||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 712 | 0,00 | 229 | -4,20 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 773.864 | 1,31 | 267.780 | 2,50 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 2.642 | -0,90 | 848 | -5,15 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 18.400 | -0,44 | 5.903 | -4,74 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 42.443 | 11,32 | 13.616 | 6,52 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 3.578 | 0,00 | 1.115 | -7,70 | ||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 4.828 | -22,69 | 1.549 | -26,04 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 1.175 | 0,00 | 377 | -4,33 | ||||
| 2026-05-13 | 13F | United Services Automobile Association | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Community Bank, N.A. | 2.354 | 23,57 | 755 | 18,34 | ||||
| 2026-05-15 | 13F | Eagle Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 284.975 | 27,37 | 91.423 | 21,87 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 4.212 | 0,05 | 1.351 | -4,25 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 186.455 | 1,30 | 59.817 | -3,07 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 2.631 | -1,13 | 844 | -5,38 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 82.596 | 2,88 | 26.498 | -1,56 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 10.443 | 6,87 | 3.350 | 2,26 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 17.618 | 8,37 | 5.652 | 3,69 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 132.426 | -0,50 | 42.484 | -4,80 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 997 | 320 | ||||||
| 2026-05-14 | 13F | Provida Pension Fund Administrator | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 13.723 | 4.402 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 5.741 | -0,93 | 1.925 | 1,21 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 17.987 | 1,50 | 5.770 | -2,88 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 468 | 0,00 | 150 | -4,46 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 2.141 | 0,28 | 687 | -4,99 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 65.052 | 9,92 | 20.869 | 5,18 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 3.668 | -33,24 | 1.177 | -36,12 | ||||
| 2026-05-12 | 13F | Ames National Corp | 10.169 | -0,60 | 3.262 | -4,90 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 2.405 | 20,25 | 771 | 15,07 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 5.888 | 15,16 | 1.915 | 11,67 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 681 | 13,88 | 218 | 9,00 | ||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 309.975 | 1,37 | 99.443 | -3,00 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 35.768 | 7,74 | 11.475 | 3,09 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 5.412 | -5,19 | 1.736 | -9,25 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 7.778 | 39,99 | 2.495 | 34,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 2.070.334 | 0,87 | 663.995 | -3,48 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 2.442 | -0,81 | 783 | -5,09 | ||||
| 2026-04-14 | 13F | BayBridge Capital Group, LLC | 27.518 | 0,00 | 9.226 | 0,00 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 2.564 | 0,00 | 823 | -4,31 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 150.648 | -5,93 | 48.336 | -9,97 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 10.886 | -1,28 | 3.492 | -5,55 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 2.758 | -2,23 | 954 | 0,95 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 914 | -0,44 | 293 | -4,56 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 1.494 | 4,26 | 479 | -0,21 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 3.621 | -1,79 | 1.172 | -6,16 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 2.936 | -0,51 | 942 | -4,85 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 1.460 | 468 | ||||||
| 2026-05-29 | 13F | Krane Financial Solutions LLC | 1.439 | 462 | ||||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 3.754 | 11,39 | 1.204 | 6,64 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 26.016 | 2,84 | 8.346 | -1,59 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 4.708 | 189,72 | 1.511 | 177,57 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 51.724 | -0,87 | 16.594 | -5,14 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 2.058 | -4,90 | 660 | -8,97 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 11.221 | -4,15 | 35 | 0,00 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 77 | 0,00 | 25 | -4,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 5.278 | 5,24 | 1.693 | 0,71 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 8.110 | 0,07 | 2.779 | 0,29 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 8.504.378 | 0,10 | 2.728.290 | -4,22 | ||||
| 2026-04-10 | 13F | Briaud Financial Planning, Inc | 539.110 | -2,03 | 172.925 | -6,27 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 4.095 | 0,74 | 1.314 | -3,60 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 4.793 | -1,11 | 1.538 | -5,42 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 1.614 | -0,25 | 518 | -4,61 | ||||
| 2026-05-12 | 13F | Councilmark Asset Management, LLC | 14.559 | 0,00 | 4.671 | -4,32 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 2.071 | 19,09 | 664 | 13,89 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 1.641 | -5,74 | 526 | -9,78 | ||||
| 2026-05-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 1.559 | 0,00 | 562 | 5,65 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 6.092 | -8,83 | 1.954 | -12,77 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 50.858 | -0,05 | 16.316 | -4,36 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 1.936 | -3,87 | 630 | -7,09 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 124.213 | 1,76 | 39.849 | -2,62 | ||||
| 2026-05-01 | 13F | Summit Place Financial Advisors, LLC | 765 | 1,19 | 245 | -3,16 | ||||
| 2026-05-15 | 13F | Ashford Capital Management Inc | 95.654 | 1,95 | 30.687 | -2,45 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 11.379 | -1,07 | 3.650 | -5,34 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 27.187 | 52,58 | 8.742 | 46,34 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 7.961 | 0,47 | 2.554 | -3,88 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 28.490.615 | 9.140.073 | ||||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 1.856 | 0,00 | 595 | -4,34 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 2.859 | -20,83 | 917 | -24,21 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 5.026 | -1,70 | 1.765 | 2,68 | ||||
| 2026-05-06 | 13F | Revere Asset Management, Inc | 908 | 0,00 | 291 | -4,28 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 909 | -9,01 | 292 | -12,87 | ||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 2.646 | 0,00 | 849 | -4,40 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 2.415 | 0,00 | 775 | -4,33 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 7.284 | 4,19 | 2.337 | -0,30 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 1.716 | 20,25 | 550 | 15,06 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 9.160 | -0,72 | 2.939 | -5,01 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.929 | 123,78 | 688 | 133,22 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 675.470 | 707,21 | 245.054 | 773,47 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 825 | 0,00 | 265 | -4,35 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 8.379 | -2,68 | 2.688 | -6,86 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 35.712 | -1,15 | 11.457 | -5,41 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Persium Advisors, LLC | 738 | 0,00 | 237 | -4,45 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 4.072 | -3,62 | 1.306 | -7,77 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 38.539 | 89,99 | 12.364 | 80,40 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 1.746 | 0,00 | 560 | -4,27 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 34.392 | 8,77 | 11.033 | 4,08 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 4.271 | 23,94 | 1.370 | 18,61 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 13.267 | -2,06 | 4.256 | -6,28 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 41.094 | 28,08 | 12.808 | 18,15 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 1.802 | 578 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 629.686 | -8,96 | 202.010 | -12,88 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 11.039 | -15,85 | 3.541 | -19,49 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 10.881 | -0,32 | 3.491 | -5,62 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 303 | 0,00 | 97 | -3,96 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 4.664 | -4,07 | 1.496 | -8,22 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 2.840 | 0,11 | 911 | -4,21 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 3.008 | 4,52 | 965 | 0,00 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 11.700 | -0,01 | 3.754 | -4,31 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 8.099 | -3,34 | 2.598 | -7,51 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 179.893 | -2,45 | 57.712 | -6,65 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 32.258 | -0,65 | 10.349 | -4,93 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 1.990 | -4,69 | 639 | -8,86 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 5.171 | 0,51 | 1.659 | -3,83 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 14.556 | -38,03 | 4.670 | -40,70 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 27.615 | 0,55 | 8.859 | -3,79 | ||||
| 2026-04-10 | 13F | Auto-Owners Insurance Co | 36.600 | 0,00 | 11.742 | -4,31 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 1.085.614 | -0,84 | 348.276 | -5,11 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 3.657 | -9,55 | 1.173 | -13,43 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 3.023 | 15,56 | 984 | 10,82 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 9.647 | -3,26 | 3.095 | -7,45 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 35.289 | 2,04 | 11.321 | -2,36 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 169.996 | 0,65 | 54.536 | -3,70 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 61.985 | 503,79 | 19.885 | -4,44 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 201.060 | 0,00 | 64.502 | -4,31 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 52.955 | 1,49 | 16.988 | -2,89 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 1.383 | 444 | ||||||
| 2026-05-15 | 13F | KDT Advisors, LLC | 3.360 | 0,00 | 1.078 | -4,35 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 70.601 | -4,85 | 25.002 | -1,55 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 22.633 | 2,92 | 7.261 | -1,52 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 5.732 | 2,12 | 1.839 | -2,29 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 14.586 | 0,33 | 4.679 | -4,00 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 19.007 | -5,61 | 6.098 | -9,69 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 4.030 | -3,77 | 1.293 | -7,98 | ||||
| 2026-04-17 | 13F | Greenbush Financial Group, LLC | 32.373 | 1,82 | 10.386 | -2,58 | ||||
| 2026-05-12 | 13F | Keeler THomas Management LLC | 7.101 | 153,88 | 2.278 | 143,01 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 12.240 | 8,97 | 3.927 | 4,28 | ||||
| 2026-04-21 | 13F | AEGON USA Investment Management, LLC | 280.031 | -1,53 | 89.837 | -5,77 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 150.404 | -0,16 | 48.251 | -4,46 | ||||
| 2026-05-14 | 13F | Ahara Advisors LLC | 51.216 | 24,64 | 16.431 | 19,27 | ||||
| 2026-05-15 | 13F | Comprehensive Financial Management LLC | 54.691 | 0,00 | 17.545 | -4,31 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 2.568 | 7,63 | 824 | 3,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.623.638 | -0,37 | 841.914 | -4,67 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 2.405 | 772 | ||||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 8.337 | -0,24 | 2.674 | -4,53 | ||||
| 2026-05-04 | 13F | King Wealth | 4.343 | 0,32 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 15.830 | 0,04 | 5.079 | -4,26 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 2.716 | -1,34 | 871 | -5,53 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 26.088 | 75,82 | 8.369 | 68,25 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 265.766 | 2,78 | 85.260 | -1,65 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 97.060 | 3,15 | 31.138 | -1,30 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 1.112 | -4,71 | 357 | -8,95 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 3.937 | 4,65 | 1.263 | 0,08 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 730.033 | 5,98 | 255.898 | 10,81 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 76.896 | 8,51 | 24.669 | 3,83 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 881 | 30,13 | 283 | 24,78 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 25.615 | -0,25 | 8.218 | -4,54 | ||||
| 2026-05-15 | 13F | ROI Financial Advisors, LLC | 789 | -5,28 | 253 | -9,32 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 12.737 | 0,00 | 4.086 | -4,31 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 146.996 | -0,07 | 47.158 | -4,38 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 1.083.783 | -2,69 | 347.688 | -6,89 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 114.655 | 4,50 | 36.783 | -0,01 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 30.377 | -3,90 | 9.746 | -8,05 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 17.029 | -0,41 | 5.463 | -4,69 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 336 | -3,45 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 453 | -30,63 | 145 | -33,49 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 21.359 | -3,30 | 7.161 | -1,20 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 2.801 | 0,61 | 899 | -3,75 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 3.030 | 0,00 | 972 | -4,33 | ||||
| 2026-05-13 | 13F | Quantum Capital Management, LLC / NJ | 141 | 0,00 | 45 | -4,26 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 2.292 | 0,35 | 735 | -3,92 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 12.161 | 15,77 | 3.901 | 10,79 | ||||
| 2026-04-14 | 13F | R.H. Investment Group, LLC | 11.459 | 15,04 | 3.824 | 14,50 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 10.095 | 0,19 | 3.238 | -4,14 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 27.975 | -2,17 | 8.975 | -6,39 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 339 | -57,57 | 0 | |||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 132.232 | 11,91 | 42.421 | 7,09 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 73.426 | 5,12 | 23.556 | 0,59 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 14.111 | -29,79 | 4.527 | -32,83 | ||||
| 2026-04-23 | 13F | Klein Pavlis & Peasley Financial, Inc. | 880 | 282 | ||||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 3.154 | 7,68 | 1.012 | 2,95 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 360.285 | 13,00 | 115.583 | 8,13 | ||||
| 2026-05-12 | 13F | SVRN Asset Management, LLC | 64.548 | -18,95 | 20.708 | -22,45 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 12.831 | -3,16 | 4.116 | -7,34 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 877 | 0,34 | 281 | -4,10 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 69.983 | 142,68 | 22.451 | 132,22 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 463.348 | 1,18 | 148.647 | -3,18 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 1.417 | 49,47 | 455 | 43,22 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 1.043 | -1,51 | 335 | -5,92 | ||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 1.671 | -62,60 | 541 | -64,64 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 7.264 | 0,86 | 2.330 | -3,48 | ||||
| 2026-05-04 | 13F | Headland Capital, LLC | 832 | -49,70 | 267 | -51,99 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 2.315 | 9,46 | 743 | 4,65 | ||||
| 2026-05-11 | 13F | McGowan Group Asset Management, Inc. | 885 | 2,31 | 284 | -2,41 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 28.563 | -59,39 | 9.578 | -59,38 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 793 | 1,02 | 254 | -3,42 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 4.382 | 0,00 | 1.406 | -4,36 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 1.876 | 11,14 | 602 | 6,37 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 12.797 | -1,58 | 4.105 | -5,83 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 15.771 | 281,59 | 5.059 | 265,27 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 3.476 | 1.115 | ||||||
| 2026-04-07 | 13F | Boltwood Capital Management | 2.984 | -1,75 | 957 | -5,99 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 39.370 | 0,09 | 12.631 | -4,23 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 1.288 | 98,77 | 413 | 90,32 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 106.809 | 13,76 | 34.265 | 8,85 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 258.323 | 0,96 | 82.873 | -3,40 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 162.183 | 11,16 | 52.030 | 6,37 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 6.977 | 0,77 | 2.238 | -3,58 | ||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 909 | 1,22 | 291 | -3,32 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 22.264 | 6,21 | 7.143 | 1,62 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 10.470 | -2,92 | 3.591 | 1,01 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 133.812 | -0,91 | 42.928 | -5,18 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 1.063 | -0,84 | |||||
| 2026-04-21 | 13F | WealthNavi Inc. | 12.935.073 | 4,36 | 4.150 | -0,14 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 50.429 | 2,09 | 16.178 | -2,61 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 6.100 | 5,17 | 1.957 | 0,67 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 2.744 | 754 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 65.334 | 2,96 | 20.960 | -1,48 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1.503 | 482 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 12.070 | -4,49 | 3.872 | -8,61 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 2.343 | 0,00 | 752 | -4,33 | ||||
| 2026-05-15 | 13F | Clifford Group, LLC | 869 | 19,37 | 279 | 13,93 | ||||
| 2026-04-30 | 13F | Henson-Edgewater Management, LLC | 8.284 | -4,87 | 2.658 | -8,98 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 3.587 | 1.151 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 20.173 | -65,08 | 6.472 | 6,47 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 4.910 | 0,45 | 1.575 | -3,85 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 244.405 | -4,39 | 78.408 | -8,51 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 16.557 | 0,83 | 5.312 | -3,52 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 10.239 | -0,26 | 3.285 | -4,56 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 1.046 | 0,10 | 335 | -4,29 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 26.373 | -0,33 | 8.461 | -4,63 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 923 | -1,07 | 296 | -5,13 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 42.408 | 150,08 | 13.605 | 139,30 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 4.091 | 0,34 | 1.312 | -3,95 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 13.346 | -0,90 | 4.281 | -5,18 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 3.679 | 92,62 | 1.180 | 84,38 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 13.225 | 0,29 | 4.243 | -4,05 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 167.805 | 4,86 | 53.833 | 0,34 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 45.603 | 5,80 | 14.630 | 1,24 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 7.700 | -20,62 | 2.470 | -24,05 | |||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 100 | -97,73 | 32 | -97,83 | |||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 18.796 | 5,21 | 6.030 | 0,67 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 3.213 | -21,77 | 1.031 | -25,20 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 2.345 | 18,79 | 752 | 13,77 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 108.406 | -1,21 | 34.778 | -5,47 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 262 | 0,00 | 84 | -3,45 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 1.286 | -11,49 | 413 | -15,40 | ||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 3.843 | -14,62 | 1.233 | -18,29 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 3.295 | 0,52 | 1.057 | -3,82 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4.480 | 1,20 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 665 | -3,06 | 213 | -6,99 | ||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 1.678 | -1,29 | 538 | -5,61 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 3.493 | 0,49 | 1.121 | -3,86 | ||||
| 2026-05-04 | 13F | Nwam Llc | 31.665 | 1,84 | 10.159 | -3,95 | ||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 116.393 | -18,84 | 40.943 | -16,83 | ||||
| 2026-05-06 | 13F | Redmond Asset Management, LLC | 674 | 0,00 | 216 | -4,00 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 10.193 | -4,09 | 3.270 | -8,22 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 100 | -88,80 | 32 | -89,30 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 969.374 | 1,20 | 310.985 | -3,16 | ||||
| 2026-05-12 | 13F | Ramirez Asset Management, Inc. | 75 | 0,00 | 24 | -4,00 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 1.029 | 0,00 | 330 | -4,07 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 647 | 0,00 | 208 | -4,17 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 509 | 49,71 | 163 | 44,25 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 86.488 | -26,65 | 28 | -30,77 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 2.484 | -3,46 | 797 | -7,66 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 14.130 | -0,01 | 4.637 | -1,11 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 669 | -2,19 | 215 | -6,55 | ||||
| 2026-05-15 | 13F | KKM Financial LLC | 840 | 0,00 | 282 | 0,00 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 1.793 | 0,00 | 580 | -3,66 | ||||
| 2026-02-13 | 13F | Barclays Plc | 21.995 | -48,83 | 7.374 | -47,72 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 13.440 | -3,77 | 4.312 | -7,92 | ||||
| 2026-05-15 | 13F | Whalerock Point Partners, Llc | 3.368 | 0,00 | 1.080 | -4,34 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 648.887 | 2,60 | 208.170 | -1,83 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 1.776 | 0,00 | 570 | -4,37 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 1.484 | 0,00 | 476 | -4,23 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 3.150 | -1,84 | 1.011 | -6,05 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 7.760 | 2,43 | 2.490 | -1,97 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 9.879 | 0,00 | 3.169 | -4,32 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 299 | 0,00 | 97 | -3,00 | ||||
| 2026-01-05 | 13F | Trust Co of the South | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 86.551 | 81,08 | 27.766 | 73,27 | ||||
| 2026-04-10 | 13F | Ipswich Investment Management Co., Inc. | 5.941 | 0,00 | 1.906 | -4,32 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1.564 | -1,88 | 502 | -6,18 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 15.559 | -2,09 | 4.992 | -6,31 | ||||
| 2026-05-06 | 13F | Goodman Financial Corp | 1.170 | 0,17 | 375 | -4,09 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4.968 | -46,25 | 1.606 | -49,19 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 45.554 | -6,59 | 14.615 | -10,62 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 220.983 | -0,68 | 70.893 | -4,97 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 10.095 | 4,19 | 3.239 | -0,31 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 30.351 | 5,22 | 9.737 | 0,68 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 2.852 | 3,26 | 915 | -1,30 | ||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 10.270 | 0,97 | 3.335 | -2,20 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 44.514 | 0,00 | 14.281 | -4,32 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 2.122 | -7,82 | 681 | -11,80 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 13.743 | -0,81 | 4.409 | -5,10 | ||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 5.870 | 27,72 | 1.883 | 22,27 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 1.580 | -8,46 | 507 | -12,46 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 10.329 | 41,80 | 3.314 | 35,72 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 2.594 | 9,96 | 832 | 5,32 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 44.192 | 8,39 | 14.285 | 4,50 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 3.215 | 5,93 | 1.031 | 1,38 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 4.595 | 16,33 | 1.474 | 11,33 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 781 | -79,48 | 251 | -80,41 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 123.804 | 5,76 | 39.718 | 1,20 | ||||
| 2026-05-04 | 13F | CORDA Investment Management, LLC. | 3.294 | -0,18 | 1.057 | -4,52 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 17.120 | 1,61 | 5.492 | -4,14 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 3.138 | -0,66 | 1.007 | -5,00 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 630 | 202 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 4.639 | -20,25 | 1.488 | -23,69 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 8.928 | 28,41 | 2.864 | 22,87 | ||||
| 2026-05-05 | 13F | Sherry Group, Inc. | 3.438 | -1,15 | 1.103 | -6,21 | ||||
| 2026-05-20 | 13F | Ccm Investment Advisers Llc | 779 | 0,00 | 250 | -4,60 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 777 | 0,00 | 260 | -1,89 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 12.681 | -2,50 | 4.068 | -6,70 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 31.160 | 3,27 | 9.997 | -1,19 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 5.765 | 1,26 | 1.850 | -3,09 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 292 | 21,67 | 94 | 16,25 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 3.189 | 49,58 | 1.023 | 43,14 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 4.274 | 4,96 | 1.371 | 0,37 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 73.196 | 0,00 | 23.482 | -4,32 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 320.507 | -0,64 | 102.822 | -4,93 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 872 | 1,28 | 280 | -3,12 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 344.929 | 4,33 | 110.656 | -0,17 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 2.689 | 863 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 15.885 | 17,55 | 5.096 | 12,49 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 845 | -2,54 | 271 | -6,55 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 4.664 | 0,00 | 1.496 | -4,29 | ||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 1.619 | 3,98 | 519 | -0,57 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 1.907 | 0,21 | 612 | -4,08 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 120 | -64,50 | 38 | -66,37 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 987 | -79,38 | 317 | -80,30 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.486.043 | 9,08 | 476.737 | 4,38 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1.175.472 | 3,13 | 377.103 | -1,32 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 929 | -25,32 | 298 | -28,54 | ||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 3.320 | -0,72 | 1.065 | -5,08 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 16 | 0,00 | 5 | 0,00 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 1.176 | 0,09 | 377 | -5,99 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 10.414 | -5,95 | 3.341 | -10,02 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 4.694 | -24,40 | 1.506 | -27,68 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 4.983 | -10,60 | 1.599 | -14,45 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 740.556 | -0,78 | 237.578 | -5,06 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 1.507 | -64,28 | 484 | -65,84 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 20.648 | 0,84 | 6.624 | -3,53 | ||||
| 2026-05-08 | 13F | AAFCPAs Wealth Management, LLC | 1.207 | -3,59 | 387 | -7,64 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 1.912 | 0,00 | 613 | -4,37 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 307 | -33,69 | ||||||
| 2026-05-06 | 13F | Storgate, LLC | 867 | -66,67 | 278 | -68,12 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 785 | 0,00 | 252 | -4,56 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 250 | -50,98 | 80 | -52,94 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 9.021 | 1,05 | 2.894 | -3,28 | ||||
| 2026-05-13 | 13F | Nicollet Investment Management, Inc. | 881 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 30.915 | 3,31 | 9.915 | -1,18 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 3 | -81,25 | 1 | -100,00 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 68.189 | 3,08 | 21.876 | -1,36 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 9.472 | 54,64 | 3.454 | 76,04 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 4.678 | -0,28 | 1.501 | -4,58 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 70.419 | -6,01 | 22.595 | -10,06 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 774 | -5,03 | 248 | -9,16 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 2.338 | -3,19 | 750 | -7,29 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 1.481 | -3,27 | 475 | -7,60 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 264 | 0,00 | 85 | -4,55 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 2.675 | -52,67 | 858 | -54,72 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 1.957 | 0,05 | 628 | -4,27 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 339.600 | 875,86 | 108.947 | 833,80 | ||||
| 2026-04-27 | 13F | Ryan Investment Management, Inc. | 1.232 | -42,43 | 395 | -44,91 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 2.495 | 2,25 | 801 | -2,08 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 392 | 126 | ||||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 2.827 | -68,38 | 374 | -87,52 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 66.267 | 3,39 | 21.259 | -1,07 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 577.193 | 100,76 | 185.170 | 92,10 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 1.070 | 11,81 | 343 | 7,19 | ||||
| 2026-05-13 | 13F | Opus Investment Management Inc | 158.711 | 0,00 | 50.916 | -4,31 | ||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 657 | 0,00 | 211 | -4,55 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 3.608 | -1,66 | 1.158 | -5,93 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 45.784 | 4,70 | 14.688 | 0,18 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 1.162 | 0,00 | 373 | -4,37 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 20.045 | 1,33 | 6.431 | -3,05 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.944.482 | 0,53 | 605.289 | -6,17 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 2.810 | -2,12 | 901 | -6,34 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 7.614 | 243,13 | 2.443 | 228,67 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 2.231 | 15,84 | 716 | 10,85 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 249.749 | -1,75 | 83.733 | 0,38 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 26.751 | 22,82 | 8.582 | 17,53 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 64.744 | 4,90 | 20.771 | 0,38 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 950 | 0,00 | 305 | -4,40 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.088 | 0,00 | 670 | -4,43 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 2.865 | -0,17 | 919 | -4,47 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 6.088 | 16,14 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Lakeside Advisors, INC. | 17.473 | 0,00 | 5.606 | -4,32 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 1.000 | 45,35 | 321 | 39,13 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 5.812 | 4,25 | 1.865 | -0,27 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 42.395 | -9,53 | 14 | -6,67 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 1.666 | 3,74 | 534 | -0,74 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 823 | 0,00 | 264 | -4,00 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 2.253 | -18,69 | 723 | -22,28 | ||||
| 2026-05-14 | 13F | Ruane, Cunniff & Goldfarb L.P. | 2.748 | 2,61 | 882 | -1,78 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wright Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | West Branch Capital LLC | 432 | -13,43 | 139 | -17,37 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 966 | 0,00 | 310 | -4,33 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 26.067 | 4,49 | 8.363 | -0,01 | ||||
| 2026-05-14 | 13F | IronBridge Private Wealth, LLC | 6.300 | 0,82 | 2.021 | -3,53 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 451.161 | -0,17 | 144.737 | -2,85 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 16.130 | -1,55 | 5.175 | -5,81 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 3.950 | 1.267 | ||||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 160 | 0,00 | 51 | -3,77 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 1.013 | 0,00 | 325 | -4,42 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6.655 | -8,59 | 2.231 | -6,61 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 41.256 | 7,42 | 13.235 | 2,79 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 62.975 | -0,34 | 20.203 | -4,64 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 2.295 | -9,18 | 736 | -13,11 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 2.891 | 0,17 | 928 | -4,14 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 13.654 | -2,29 | 4.380 | -6,51 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 167 | -38,83 | 54 | -41,76 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 5.569 | 348,75 | 1.786 | 329,33 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 1.779 | -6,81 | 571 | -10,94 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 24.000 | 0,00 | 7.699 | -4,31 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 11.869 | 1,24 | 3.807 | -3,13 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 1.395 | 0,29 | 448 | -4,08 | ||||
| 2026-05-18 | 13F | Strategic Planning, Inc. | 1.360 | 0,29 | 436 | -3,96 | ||||
| 2026-05-12 | 13F | Kmt Wealth Management, Llc | 291.438 | 2,98 | 93.496 | -1,47 | ||||
| 2026-05-07 | 13F | Richard C. Young & CO., LTD. | 6.393 | 18,24 | 2.051 | 13,19 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 48.800 | -2,34 | 15.656 | -6,55 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 14.077 | 17,29 | 4.516 | 12,25 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 1.552 | 498 | ||||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 35.681 | 0,50 | 11.447 | -3,84 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 641 | -7,64 | 0 | |||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 2.483 | 70,65 | 797 | 63,45 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 27.944 | 4,14 | 8.965 | -0,36 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 2.414 | -6,51 | 774 | -10,52 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 71.785 | 0,02 | 23.029 | -4,30 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 3.874 | -27,10 | 1.243 | -30,26 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 705 | 0,00 | 226 | -6,22 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 116 | 0,00 | 37 | -2,63 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 12.467 | -3,78 | 4.000 | -7,94 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 414.124 | 1,46 | 132.855 | -2,91 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 2.475 | 0,28 | 794 | -3,99 | ||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 2.876 | 0,59 | 923 | -3,76 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 2.918 | 0,00 | 936 | -4,29 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 5.003 | 27,95 | 1.605 | 22,52 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 69.346 | 10,09 | 22.247 | 5,34 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1.524 | -26,23 | 489 | -29,48 | ||||
| 2026-04-06 | 13F | Hall Laurie J Trustee | 26.620 | 0,00 | 8.540 | -4,31 | ||||
| 2026-04-17 | 13F | Cache Advisors, LLC | 950 | 0,00 | 305 | -4,40 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1.574.393 | 9,81 | 505.081 | 5,08 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 75.725 | 6,27 | 24.293 | 0,23 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 80.034 | -6,24 | 25.676 | -10,29 | ||||
| 2026-04-08 | 13F | Exchange Bank | 11.145 | 4,68 | 3.575 | 0,17 | ||||
| 2026-04-16 | 13F | Solitude Financial Services | 785 | 271 | ||||||
| 2026-04-06 | 13F | CX Institutional | 43.007 | -30,55 | 14 | -35,00 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 2.337 | 1,96 | 750 | -2,47 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 13.516 | 1,61 | 4.336 | -2,76 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 1.607 | 0,00 | 515 | -4,28 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 9.754 | 3,40 | 3.129 | -1,04 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 47.063 | -1,93 | 15 | -6,25 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 33.384 | -0,47 | 10.710 | -4,77 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 290.697 | -1,59 | 93.259 | -5,83 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 195.878 | 1,91 | 62.840 | -2,49 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 4.653 | 0,00 | 1.493 | -4,36 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 2.912 | 115,38 | 954 | 110,60 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 900.091 | 15,72 | 288.758 | 10,73 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 3.665 | 1,38 | 1.176 | -3,05 | ||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Souders Financial Advisors | 1.087 | 6,36 | 349 | 1,75 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 3.451 | -0,23 | 1.107 | -4,49 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 2.718 | 10,94 | 872 | 6,09 | ||||
| 2026-04-29 | 13F | Strategic Financial Group, LLC | 17.185 | 5.513 | ||||||
| 2026-05-05 | 13F | Fiduciary Counselling Inc | 8.149 | -4,56 | 2.614 | -8,67 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 1.959 | 28,29 | 628 | 22,66 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 7.997 | 8,77 | 2.566 | 4,10 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 287.394 | 2,41 | 94.714 | 0,66 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 4.160 | 0,36 | 1.335 | -3,96 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 36.006 | 27,59 | 11.551 | 22,09 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 1.763 | -3,08 | 566 | -7,22 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 13.829 | 2,64 | 4.436 | -2,66 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 17.219 | 0,34 | 5.524 | -3,98 | ||||
| 2026-04-14 | 13F | Searcy Financial Services Inc /adv | 4.153 | 0,00 | 1.332 | -4,31 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 5.118 | -4,23 | 1.642 | -8,38 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 966 | -17,37 | 310 | -20,97 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 4.500 | 0,00 | 1.444 | -4,31 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2.480 | 6,44 | 796 | 1,79 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 202.435 | 54,62 | 131.652 | 47,46 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 3.975 | -5,31 | 1.275 | -7,41 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 16.211 | 5,86 | 5 | 0,00 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 7.474 | 0,88 | 2.398 | -3,46 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 14.213 | 10,74 | 4.430 | 2,93 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 11.103 | -1,63 | 3.562 | -5,87 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 16.176 | 5.189 | ||||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 7.165 | 0,00 | 2.299 | -4,33 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 2.340 | 202,33 | 751 | 189,58 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 5.163 | -0,44 | 1.656 | -4,72 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 2.896 | 0,00 | 929 | -4,23 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 21.447 | 0,03 | 6.880 | -4,28 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 1.498 | -48,54 | 544 | -44,31 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 1.092 | 0,00 | 350 | -4,37 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 6.166 | 0,41 | 1.978 | -3,94 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 6.547 | 45,94 | 2.100 | 39,63 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 35.647 | -18,31 | 11.436 | -21,83 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 33.587 | 295,75 | 10.776 | 278,73 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 2.231 | 3,19 | 716 | -1,24 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 3.923 | 17,81 | 1.258 | 12,72 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 875 | 22,21 | 281 | 17,08 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 62.713 | -0,05 | 20.119 | -4,36 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 5.707 | -2,58 | 1.831 | -6,82 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 43.917 | -5,78 | 14.089 | -9,84 | ||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 732 | -32,22 | 235 | -35,36 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 129.153 | 178,37 | 41.433 | 166,36 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 5.629 | 0,00 | 1.806 | -4,35 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 23.413 | 0,69 | 7.511 | -3,66 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 3.999 | 0,00 | 1.283 | -4,33 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 41.960 | -0,57 | 13.461 | -4,86 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 280.751 | -1,74 | 90.078 | -5,98 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 75.471 | 5,83 | 24.212 | 1,26 | ||||
| 2026-04-02 | 13F | Stash Investments, LLC | 321.432 | 7,44 | 103.119 | 2,80 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 459 | 0,00 | 147 | -6,37 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 5.212 | -16,33 | 1.672 | -19,92 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 171.405 | 0,30 | 54.989 | -4,02 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 169.123 | 13,87 | 56.702 | 16,34 | ||||
| 2026-05-01 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 974 | 312 | ||||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 2.187 | 0,00 | 702 | -4,37 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 18.634 | 2,84 | 5.978 | -1,58 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 11.250 | -4,52 | 3.609 | -8,63 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 20.695 | 3,23 | 6.639 | -1,22 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 1.882 | -1,62 | 604 | -5,93 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 50.781 | 0,60 | 16.291 | -3,75 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 2.050 | 0,20 | 1 | |||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 6.523 | 12,97 | 2.093 | 8,11 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 6.361 | -1,81 | 2.041 | -6,08 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 5.195 | -21,14 | 1.666 | -24,55 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 6.232 | -4,36 | 1.999 | -8,47 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 1.043 | 0,68 | 335 | -3,75 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 1.962 | 35,97 | 629 | 30,23 | ||||
| 2026-05-15 | 13F | JCP Investment Management, LLC | 1.560 | 500 | ||||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 1.302 | 21,12 | 418 | 15,83 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 2.363 | 0,00 | 758 | -4,29 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 9.697 | 0,01 | 3.111 | -4,31 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 19.824 | 0,22 | 6.360 | -4,12 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 62.464 | -1,35 | 20.039 | -5,60 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 2.412 | 0,04 | 774 | -4,33 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 215.643 | -4,65 | 69 | -8,00 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 102.488 | 3,88 | 32.879 | -0,60 | ||||
| 2026-04-29 | 13F | Delta Capital Management Llc | 1.500 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | FreeGulliver LLC | 17.581 | 1.257,61 | 5.640 | 1.199,54 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 12 | 4 | ||||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 8.755 | -3,26 | 2.809 | -7,45 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 921 | -13,52 | 296 | -17,13 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 134.523 | -3,27 | 43.156 | -7,44 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 8.996 | 3,70 | 2.886 | -0,79 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 4.408 | 0,00 | 1.414 | -4,27 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 46.265 | -1,26 | 14.842 | -5,52 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 5.108 | 3,80 | 1.713 | 6,07 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 187 | 0,00 | 60 | -4,84 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 43.350 | 0,00 | 13.907 | -4,31 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 8.899 | -1,84 | 2.855 | -6,09 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 4.411 | 1,92 | 1.415 | -2,48 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 1.986 | 3,98 | 637 | -0,47 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 36 | 0,00 | 12 | -8,33 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 9.778 | -1,30 | 3.137 | -5,57 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 16.593 | 12,53 | 5.323 | 7,69 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 3.280 | -28,88 | 1.052 | -31,95 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 297 | -75,50 | 95 | -77,16 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 1.439 | 2,06 | 462 | -2,33 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 36.033 | 11,41 | 12 | 10,00 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 2.338 | 21,77 | 750 | 16,64 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 3.020 | 0,00 | 1 | -100,00 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 3.682 | 0,08 | 1.181 | -4,22 | ||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 1.029 | -9,74 | 330 | -13,87 | ||||
| 2026-05-14 | 13F | Signet Investment Advisory Group, Inc. | 1.280 | -13,51 | 411 | -17,34 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 15.128 | -43,96 | 4.886 | -46,18 | ||||
| 2026-04-22 | 13F | Vicus Capital | 14.935 | -1,91 | 4.791 | -6,13 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 27.967 | 1,00 | 8.972 | -3,35 | ||||
| 2026-04-14 | 13F | Yarbrough Capital, LLC | 310.912 | 0,00 | 99.744 | -4,31 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 29.454 | -0,34 | 9.449 | -4,63 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 192 | 14,97 | 62 | 10,91 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 3.283 | 0,00 | 1.053 | -4,27 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 981 | -0,71 | 315 | -5,14 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 53.755 | -22,44 | 17.245 | -25,79 | ||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 238.546 | 2,23 | 76.528 | -4,07 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 29.959 | -0,50 | 10.050 | -0,45 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 12.195 | -21,78 | 3.912 | -25,16 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 116.329 | 8,34 | 37.319 | 3,67 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 1.464 | 7,57 | 470 | 2,85 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 14.643 | -1,33 | 4.698 | -5,59 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 1.899 | 43,54 | 609 | 37,47 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 817.443 | 7,35 | 262.244 | 2,72 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 1.156 | 2,21 | 371 | -2,37 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 17.734 | 6.168 | ||||||
| 2026-05-11 | 13F | American Money Management, LLC | 33.516 | 0,35 | 10.752 | -3,97 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 960.162 | -3,60 | 299.263 | -10,38 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 4.453 | -12,62 | 1.429 | -16,39 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 1.538 | 24,53 | 498 | 20,29 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 1.527 | 490 | ||||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 312 | 0,32 | 100 | -4,81 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 11.411 | 4,10 | 3.996 | 8,73 | ||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 4.632 | -47,83 | 1.683 | -44,36 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 2.338 | -71,09 | 750 | -72,33 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 6.150 | -11,22 | 1.973 | -15,07 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.753 | 0,75 | 562 | -5,55 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1.454 | 0,00 | 467 | -4,31 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 7.052 | 7,14 | 2.262 | 2,54 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 58.792 | 3,25 | 18.861 | -1,20 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 6.445 | -18,71 | 2.068 | -22,23 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 1.661 | -0,66 | 533 | -5,00 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 728 | 0,00 | 234 | -4,51 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 133.910 | 3,20 | 42.960 | -1,25 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 105.412 | 27,20 | 33.817 | 21,72 | ||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 1.885 | -10,02 | 605 | -13,96 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 631 | -3,22 | 202 | -7,34 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 1.395 | -9,12 | 447 | -13,04 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 12.917 | -0,63 | 4.144 | -4,93 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 118 | 0,00 | 38 | -5,13 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 37.451 | 2,84 | 12.015 | -1,60 | ||||
| 2026-05-12 | 13F | Orion Investment Co | 3.954 | 1.268 | ||||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 716 | -55,11 | 260 | -46,83 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 2.417 | 0,71 | 775 | -3,61 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 897 | 1,47 | 288 | -3,04 | ||||
| 2026-04-29 | 13F | Demars Financial Group, LLC | 1.274 | 31,88 | 409 | 26,32 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 8.806 | 898,41 | 2.825 | 857,63 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 562 | 0,00 | 180 | -4,26 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 21.829 | 0,00 | 7.003 | -4,32 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 57.554 | -0,26 | 18.464 | -4,56 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3.496 | 23,97 | 1.172 | 26,70 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 6.061 | 8,02 | 1.944 | 3,35 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41.067 | 3,17 | 13.175 | -1,27 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 10.571 | 2,65 | 3.391 | -1,77 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 2.415 | 0,21 | 775 | -4,21 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 4.602 | -7,07 | 1.476 | -11,08 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 2.362 | -0,08 | 758 | -4,42 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 1.218 | 11,85 | 391 | 6,85 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 953 | 0,00 | 306 | -4,39 | ||||
| 2026-05-01 | 13F | Clientfirst Wealth Management, LLC | 1.100 | 0,00 | 353 | -4,35 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 373.793 | -6,67 | 119.917 | -10,70 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 5.812 | 21,97 | 1.865 | 16,72 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 3.303 | 0,00 | 1.060 | -4,34 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 10.783 | 4,11 | 3.459 | -0,37 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1.133 | -0,09 | 363 | -4,47 | ||||
| 2026-04-21 | 13F | Outfitter Financial LLC | 10.459 | 1,36 | 3.355 | -3,01 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 9.380 | 3,73 | 3.009 | -0,73 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 1.546 | 19,47 | 496 | 14,55 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 16.752 | 0,71 | 5.374 | -3,62 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 909 | 0,00 | 292 | -4,28 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 18.094 | 5,98 | 5.805 | 1,40 | ||||
| 2026-05-05 | 13F | Paradigm Capital Management, LLC/NV | 1.559 | -10,86 | 0 | |||||
| 2026-05-14 | 13F | Ark Wealth Advisors LLC | 1.118 | -53,16 | 359 | -55,25 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 48.301 | -1,19 | 15.495 | -5,45 | ||||
| 2026-05-06 | 13F | Penn Capital Management Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Whelan Financial | 7.530 | 8,74 | 2.416 | 4,05 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 462.359 | 4,07 | 148.330 | -0,42 | ||||
| 2026-05-06 | 13F | CNB Bank | 10.632 | 27,99 | 3.411 | 22,44 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 4.018 | 21,17 | 1.289 | 16,02 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 28 | 64,71 | 9 | 60,00 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 1.396.012 | 3,92 | 447.855 | -0,56 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 129.948 | -6,47 | 41.689 | -8,57 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 2.074 | 0,00 | 665 | -4,32 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 17.329 | -4,79 | 5.559 | -8,90 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | Put | 20.800 | 211.730 | |||||
| 2026-04-10 | 13F | Country Trust Bank | 773 | 0,00 | 248 | -4,63 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 7.649 | 36,30 | 2.454 | 30,46 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 14.161 | 17,94 | 4.543 | 12,87 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 13.863 | 8,35 | 4.448 | 3,68 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 678.991 | -37,28 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Benningfield Financial Advisors, Llc | 50.454 | 6,60 | 16.186 | 2,00 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 9.177 | 5,69 | 2.944 | 1,13 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 2.187 | 0,00 | 702 | -4,37 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 3.406 | 13,42 | 1.093 | 8,55 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1.299 | 6,04 | 417 | 1,46 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 5.867 | -5,90 | 1.882 | -9,95 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 115.069 | -10,30 | 40.732 | -6,76 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 2.110 | -1,86 | 677 | -6,11 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 5.347 | -0,11 | 1.715 | -4,40 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 1.140 | -3,63 | 366 | -7,83 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 2.525 | -1,06 | 810 | -5,26 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 43.391 | -3,87 | 13.920 | -8,02 | ||||
| 2026-05-13 | 13F | Carter Financial, LLC | 76.890 | -4,60 | 24.667 | -8,71 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 1.282 | 0,08 | 412 | -3,52 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 773.538 | 20,27 | 242.556 | 12,46 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 1.710 | 5,49 | 549 | 0,92 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 2.870 | 921 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 52.460 | 12,47 | 16.942 | 8,35 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 7.489 | 2,28 | 2.403 | -2,16 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 702 | 330,67 | 225 | 316,67 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 153.056.541 | 31.676,69 | 1.923 | -98,81 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 24.082 | 1,27 | 7.726 | -3,10 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 55.318 | 140,54 | 17.747 | 130,17 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 773 | 0,00 | 0 | |||||
| 2026-04-02 | 13F | Collective Family Office Llc | 1.500 | 0,00 | 481 | -4,18 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 7.003 | 0,00 | 2.247 | -4,30 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 355.403 | 2,03 | 114.017 | -2,37 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 6.155 | 3,71 | 1.918 | -3,57 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 24.859 | 1,83 | 7.975 | -2,55 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 2.096 | -90,77 | 672 | -91,18 | ||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 17.203 | -0,82 | 5.519 | -5,09 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 12.823 | 2,26 | 4.114 | -2,16 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 876 | 4,91 | 281 | 0,36 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 42.108 | 2,61 | 13.509 | -1,82 | ||||
| 2026-05-01 | 13F | Mueller Wealth, LLC | 2.694 | -0,55 | 864 | -4,85 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 11.189 | -41,76 | 3.590 | -44,28 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 5.390 | -19,47 | 1.729 | -22,92 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 797.187 | 1,05 | 255.746 | -3,31 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 1.227 | 0,00 | 394 | -4,38 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 31.440 | 30,42 | 10.086 | 24,09 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 1.253 | -1,18 | 402 | -5,65 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 11 | 0,00 | 3 | 0,00 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 6.793 | -2,30 | 2.179 | -6,52 | ||||
| 2026-04-24 | 13F | Essex LLC | 5.606 | 14,95 | 1.799 | 9,97 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 2.037 | -1,21 | 653 | -5,50 | ||||
| 2026-04-29 | 13F | Renasant Bank | 10.881 | 0,00 | 3.491 | -4,33 | ||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 61.439 | 3,32 | 19.710 | -1,13 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 314.566 | -25,13 | 21.841 | -84,50 | ||||
| 2026-05-11 | 13F | United Bank | 15.000 | -19,61 | 4.812 | -23,08 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 2.482 | 164,61 | 796 | 153,50 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 11.341 | 11,81 | 3.638 | 7,00 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 21.399 | 14,63 | 6.865 | 9,68 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 878 | -9,30 | 282 | -13,27 | ||||
| 2026-05-15 | 13F | EFG International AG | 5.485 | -0,53 | 1.760 | -4,76 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 1.262 | 21,00 | 421 | 20,29 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 94.555 | 1,25 | 30.334 | -3,11 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 9.451 | 29,31 | 3.032 | 23,76 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 25.215 | 8,21 | 8.089 | 3,55 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 981 | 232,54 | 0 | |||||
| 2026-04-13 | 13F | Total Investment Management Inc | 165.873 | 53.214 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 400.852 | 5,17 | 128.591 | 2,80 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 13.870 | -5,33 | 4.450 | -9,41 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 192.890 | 3,82 | 61.881 | -0,65 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 4.358 | -2,44 | 1.398 | -6,61 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 793 | 81,88 | 254 | 73,97 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 169.193 | 7,85 | 54.279 | 3,19 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 1.537 | 128,04 | 493 | 118,67 | ||||
| 2026-05-14 | 13F | Taylor Securities Services, Inc. | 1.303 | 55,86 | 418 | 49,29 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 5.101 | 425,88 | 1.636 | 403,38 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 1.719 | -1,88 | 552 | -6,13 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 536.189 | 1,22 | 172.015 | -3,15 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 2.529 | 0,04 | 811 | -4,25 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 42 | 0,00 | 14 | -7,14 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 187 | 0,00 | 60 | -4,84 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 4.591 | 3,80 | 1.473 | -0,67 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 10.759 | 44,45 | 3.452 | 38,21 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 8.705 | 4,49 | 2.792 | 0,00 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 72 | 0,00 | 24 | 4,35 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.344 | -82,33 | 431 | -83,10 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 840 | -82,98 | 269 | -83,74 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 207.679 | 68,21 | 66.626 | 60,96 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 4.434 | 0,64 | 1.423 | -3,72 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 702 | 0,00 | 225 | -4,26 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 786 | 2,75 | 252 | -1,56 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 49.369 | -3,75 | 15.838 | -7,90 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.952.890 | -2,00 | 947.317 | -6,22 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 1.526 | 4,81 | 489 | 0,20 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 38.496 | -5,55 | 12.350 | -9,62 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 84.583 | 0,48 | 27 | -3,57 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 212.363 | -0,26 | 68.128 | -4,56 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 6.576 | -6,50 | 2.110 | -10,52 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 15.450 | -1,68 | 4.957 | -5,92 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 8.150 | -5,13 | 2.615 | -9,24 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 24.922 | 1,49 | 7.995 | -2,88 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 103.314 | -6,23 | 33.144 | -10,28 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 35 | 2,94 | 11 | 0,00 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 254.654 | 5,43 | 81.695 | 0,89 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 36.286 | -1,65 | 11.729 | -5,17 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 16.546 | 0,00 | 5.308 | -4,31 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 5.463 | 6,28 | 1.753 | 1,68 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 108.125 | 13,13 | 34.687 | 8,25 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 5.019 | 0,00 | 1.610 | -4,28 | ||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 12.354 | 7,14 | 3.963 | 2,54 | ||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 4.050 | 0,00 | 1.299 | -4,27 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 231.862 | -2,53 | 74.384 | -6,74 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 36.080 | -13,19 | 11.545 | -17,27 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 9.715 | 3,84 | 3 | 0,00 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 20.383 | -2,36 | 6.539 | -6,56 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 831 | -0,12 | 0 | |||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 4.278 | -4,53 | 1.372 | -8,66 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 3.938 | -12,31 | 1.263 | -16,36 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 36.375 | 10,94 | 11.669 | 6,15 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17.858 | 1,00 | 6.165 | 4,00 | ||||
| 2026-02-04 | 13F | Rock Point Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 5 | 0,00 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 1.949 | 0,15 | 625 | -4,14 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 4.145 | 2,45 | 1.330 | -1,99 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 985 | 316 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 3.335 | 4,55 | 1.070 | 106.900,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 2.830 | 12,97 | 908 | 10,34 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Kwmg, Llc | 11.522 | 0,24 | 3.696 | -4,07 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 6.749 | -0,90 | 1.859 | -18,57 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 4.180 | 3,62 | 1.341 | -0,81 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 9.013 | -2,60 | 2.891 | -6,80 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 3.105 | 5,01 | 996 | 0,30 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 10.574 | -0,92 | 3.392 | -5,20 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 662 | 51,83 | 212 | 45,21 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 71.290 | 0,03 | 22.871 | -4,29 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 11.005 | 428 | ||||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 12.296 | 4,20 | 4.310 | 8,95 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Aviso Wealth Management | 1.482 | 5,26 | 476 | 0,64 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 187.545 | 0,01 | 62.878 | 2,17 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 158.272 | 3,58 | 50.775 | -0,88 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 1.613 | -6,92 | 517 | -11,02 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 789.042 | 9,56 | 253.133 | 4,83 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 1.629 | 0,31 | 523 | -3,86 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 340 | 0,00 | 109 | -3,54 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 1.069 | 0,00 | 343 | -4,19 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 28.724 | -0,86 | 9.215 | -5,15 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 40.895 | 6,41 | 13.120 | 1,82 | ||||
| 2026-04-23 | 13F | PayPay Securities Corp | 38 | -19,15 | 13 | -13,33 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 2.696 | 4,09 | 865 | -0,46 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 2.126 | 2,90 | 682 | -1,45 | ||||
| 2026-05-06 | 13F | Everest Management Corp. | 12.770 | -15,61 | 4.097 | -19,26 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 1.648 | 0,00 | 529 | -4,35 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 350 | 113 | ||||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 1.658 | 1,53 | 532 | -2,93 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 215.023 | -4,23 | 68.981 | -8,36 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 116 | 0,00 | 37 | -2,63 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 2.904.307 | 22,12 | 931.731 | 16,85 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 56.966 | -3,15 | 18.332 | -7,08 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 170 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 1.489 | 1,99 | 478 | -2,45 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 5.700 | -3,16 | 1.829 | -7,35 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 826.600 | 0,74 | 265.182 | -3,61 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 35.747 | 0,06 | 11.476 | -4,18 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 2.696 | -7,03 | 865 | -11,01 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Brown Advisory Inc | 2.209.084 | 1,74 | 708.696 | -2,65 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 160.840 | 50,29 | 51.598 | 43,81 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 1.177 | 0,00 | 378 | -4,31 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 6.272 | -0,74 | 2.012 | -5,00 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 7.724 | 3,75 | 2.478 | -0,76 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 2.601 | 0,00 | 846 | -3,32 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 360 | 0,00 | 115 | -4,17 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 306 | 0,33 | 102 | 2,00 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 232 | -16,55 | 74 | -20,43 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 404.365 | 6,68 | 135.571 | 8,99 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1.136 | 364 | ||||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 4.248 | -0,23 | 1.363 | -4,56 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 960 | 0,00 | 308 | -4,36 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 23.880 | 0,07 | 7.661 | -4,24 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 1.444 | 463 | ||||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 18.493 | -1,60 | 5.933 | -5,84 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 1.967 | -67,44 | 631 | -68,33 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 15.948 | 92,49 | 5.116 | 84,23 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 48.116 | 1,28 | 15.436 | -3,10 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 484 | 155 | ||||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 67.752 | 9,89 | 21.735 | 5,15 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 6.682 | -57,21 | 2.144 | -59,06 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 10.224 | 0,10 | 3.280 | -4,23 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 130.797 | -0,89 | 43.852 | 1,26 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4.058 | 104,64 | 1.302 | 95,93 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 14.747 | 6,60 | 4.731 | 1,98 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 14.089 | 30,65 | 4.520 | 25,70 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 154.451 | -0,41 | 49.549 | -4,70 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 641 | 3,39 | 206 | -0,97 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 1.253 | -2,87 | 402 | -7,18 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 568 | 184 | ||||||
| 2026-05-11 | 13F | Glaxis Capital Management, LLC | 51.745 | 2.659,73 | 16.600 | 2.543,31 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 89 | 0 | ||||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 654 | -4,67 | |||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 170.460 | 8,90 | 54.685 | 4,20 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 11.708 | 3.756 | ||||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 40.390 | -1,47 | 12.958 | -5,71 | ||||
| 2026-05-11 | 13F | Miramar Capital, LLC | 2.705 | -0,29 | 868 | -4,62 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 35.219 | 18,11 | 11.299 | 11,12 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 2.331 | 0,30 | 748 | -4,11 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 758 | 0 | ||||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 867 | 0,00 | 278 | -4,14 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 2.820 | 0,00 | 905 | -4,34 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 118.617 | 33,06 | 38.054 | 27,32 | ||||
| 2026-04-27 | 13F | Hendershot Investments Inc. | 12.198 | 0,01 | 3.913 | -4,30 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 1.637 | 525 | ||||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 266.959 | -19,50 | 85.639 | -22,98 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 5.909 | 29,05 | 1.896 | 23,45 | ||||
| 2026-05-04 | 13F | Guardsman Private Capital Management, Inc. | 128.515 | 9,26 | 41.229 | 4,55 | ||||
| 2026-01-14 | 13F/A | TABR Capital Management, LLC | 929 | 311 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 180 | -0,55 | 58 | -5,00 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 8.011 | 0,00 | 2.570 | -4,28 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 39.496 | 14,94 | 12.671 | 9,98 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 47.296 | 2,21 | 15.173 | -2,19 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 126.778 | 57,30 | 42.505 | 60,70 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 693 | -67,25 | 223 | -68,69 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 74.108 | 0,33 | 23.777 | -4,00 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 347.721 | -19,39 | 111.549 | -22,86 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 70.417 | 0,48 | 22.590 | -3,86 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 14.418 | 403,25 | 4.626 | 381,77 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 718 | -7,12 | 230 | -11,20 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 4.074 | 0,22 | 1.307 | -4,11 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | Put | 4.900 | 1.572 | |||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 1.261 | -8,56 | 404 | -12,55 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 7.399 | -49,55 | 2.374 | -51,73 | ||||
| 2026-04-23 | 13F | Rexford Capital Inc | 3.760 | 7,98 | 1.206 | 3,34 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 39.297 | -0,60 | 12.607 | -4,90 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 1.013 | 32,59 | 325 | 26,95 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 52 | 0,00 | 17 | -5,88 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 1.141 | 366 | ||||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 3.333 | -4,44 | 1.069 | -8,55 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 3.999 | 3,17 | 1.283 | -1,23 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 1.374 | 69,84 | 441 | 62,36 | ||||
| 2026-05-13 | 13F | Sei Investments Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 4.722 | 0,00 | 1.515 | -4,36 | ||||
| 2026-04-21 | 13F | Ackerman Asset Management, LLC | 709 | 0,00 | 227 | -4,22 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100,00 | 680 | 1,34 | ||||
| 2026-04-24 | 13F | Bayban | 15.466 | -0,10 | 4.962 | -4,41 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 214.106 | -0,27 | 69.207 | -3,84 | ||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 2.148 | 0,00 | 689 | -4,31 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 86 | 7,50 | 28 | 3,85 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 25.883 | -0,04 | 8.303 | -4,35 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 35.789 | 0,33 | 11.482 | -4,00 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 124.649 | -6,79 | 39.989 | -10,81 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 5.152 | -4,36 | 1.653 | -8,53 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 22.434 | 9,36 | 7.197 | 4,65 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 1.152 | -3,11 | 370 | -7,29 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 63.628 | -91,54 | 20.412 | -91,90 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 1.332 | -40,22 | 427 | -42,84 | ||||
| 2026-05-14 | 13F | Bank of Marin | 2.493 | -7,56 | 800 | -11,62 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 3.066 | 5,36 | 983 | 0,82 | ||||
| 2026-05-08 | 13F | Wallace Hart LLC | 384 | 0,00 | 123 | -3,91 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 1.731.717 | 4,24 | 555.552 | -0,25 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 496.591 | -14,12 | 159.311 | -17,82 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 11.094 | 0,03 | 3.559 | -4,28 | ||||
| 2026-04-23 | 13F | Davidson Kahn Capital Management, LLC | 3.454 | -13,41 | 1.108 | -17,13 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 755 | 2,17 | 264 | 6,88 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 774 | 0,13 | 248 | -4,25 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 3.411 | -2,52 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 81.162 | -0,00 | 26.038 | -4,31 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 4.994 | -0,66 | 1.602 | -4,93 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 39.591 | 8,80 | 12.701 | 4,11 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 28.640 | 0,00 | 9 | 0,00 | ||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 1.773 | 0,00 | 569 | -4,38 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 1.467 | -0,20 | 471 | -4,47 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 791 | 5,33 | 254 | 0,80 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 3.134 | 0,00 | 1.005 | -4,29 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 32.490 | -1,17 | 10 | -9,09 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 17.356 | -29,03 | 5.568 | -32,09 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.984.206 | 5,77 | 636.983 | 1,27 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 2.778 | 179,20 | 891 | 167,57 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 932 | 14,50 | 299 | 9,93 | ||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 68.900 | 1.502,33 | 22.104 | 1.433,87 | ||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 3 | 1 | ||||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 5.193 | 17,94 | 1.666 | 12,80 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 1.625 | -3,56 | 521 | -7,62 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 20.458 | 3,17 | 6.563 | -1,28 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 19.500 | -9,12 | 6.256 | -13,04 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 13.929 | 13,17 | 4.469 | 8,29 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 101.350 | -1,04 | 33.980 | 1,10 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 2.956 | 0,24 | 948 | -4,05 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 19.724 | 5,82 | 6.328 | 1,25 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 938 | 15,09 | 301 | 9,89 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 10.692 | 0,25 | 3.430 | -4,06 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 3.088 | 0,82 | 991 | -3,60 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 7.209 | 0,66 | 2.313 | -3,71 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 62.338 | -1,68 | 19.999 | -5,92 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 1.800 | 2,56 | 577 | -1,87 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 72.574 | -0,40 | 23.282 | -4,70 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 1.900 | 0,05 | 610 | -4,25 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 7.376 | -3,33 | 2.366 | -7,51 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 13.242 | 3,47 | 4.248 | -0,98 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 11.344 | 632,82 | 3.639 | 602,51 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 101.807 | 15,74 | 32.661 | 10,75 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Accel Wealth Management | 28.662 | 4,06 | 9.195 | -0,42 | ||||
| 2026-04-30 | 13F | Arbor Capital Management Inc /adv | 791 | 0,00 | 270 | 0,37 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1.284 | 412 | ||||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 1.495 | 10,33 | 480 | 5,51 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 4.008 | 0,15 | 1.286 | -4,18 | ||||
| 2026-05-13 | 13F | Rezny Wealth Management, Inc. | 630 | 0,00 | 202 | -4,27 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 1.586 | 0,00 | 509 | -4,33 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 9.010 | 0,00 | 2.890 | -4,30 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 2.711 | 7,92 | 870 | 3,21 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 121.479 | -1,58 | 40.728 | 0,55 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 3.499 | -1,82 | 1.122 | -6,11 | ||||
| 2026-05-11 | 13F | Trillium Asset Management, Llc | 1.428 | 0,00 | 458 | -4,38 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 4.229 | 1,90 | 1.357 | -2,52 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 121.477 | 9,58 | 38.971 | 4,85 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1.301.303 | -21,45 | 417.471 | -24,83 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 632 | -13,66 | 203 | -17,55 | ||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 1.940 | 0,05 | 622 | -4,31 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 2.705 | -0,33 | 868 | -4,62 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 338.497 | 3,16 | 108.593 | -1,29 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 2.013 | 1,10 | 646 | -3,30 | ||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 884 | -0,67 | 284 | -5,03 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 7.318 | -1,12 | 2.348 | -5,40 | ||||
| 2026-05-01 | 13F | American Trust | 17.882 | 3,07 | 5.737 | -1,38 | ||||
| 2026-05-04 | 13F | TrustBank | 2.848 | 0,00 | 914 | -4,30 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 12.630 | 59,85 | 4.052 | 52,98 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 1.881 | -77,11 | 603 | -5,19 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 958 | 307 | ||||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 5.976 | 2.011 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 10.275 | 0,14 | 3.296 | -4,19 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.026.467 | 38,15 | 329.301 | 32,19 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 747 | 21,86 | 240 | 16,59 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 124.054 | -0,14 | 39.814 | -4,41 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 3.599 | 402,65 | 1.169 | 379,10 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 5.000 | 0,00 | 1.676 | 0,00 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 14.250 | -5,71 | 4.572 | -9,77 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 2.118 | 36,21 | 679 | 30,33 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 24.493 | 18,00 | 8.578 | 20,82 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 1.375 | 0,29 | 441 | -3,92 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 750 | 0,00 | 241 | -4,38 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 3.849 | -5,24 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.103.126 | 3,26 | 353.895 | -1,19 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 2.374 | -10,89 | 762 | -5,93 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 79 | 25 | ||||||
| 2026-05-15 | 13F | Markin Asset Management, LP | 875 | -47,35 | 281 | -49,73 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 358 | -5,54 | 115 | -9,45 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | Put | 600 | 192 | |||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 4.503 | 0,00 | 1.445 | -4,31 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | Call | 600 | 192 | |||||
| 2026-04-28 | 13F | SBI Okasan Asset Management Co.Ltd. | 2.661.390 | 25,92 | 829.502 | 15,98 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 154.810 | 7,54 | 49.665 | 2,90 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 1.184 | 0,00 | 380 | -4,29 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 5.272 | 0,00 | 1.691 | -4,30 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 137.422 | -7,99 | 44.086 | -11,96 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 25.554 | -0,14 | 8.198 | -4,44 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 867 | 0,00 | 278 | -4,14 | ||||
| 2026-04-13 | 13F | Bnc Wealth Management, Llc | 13.241 | -3,72 | 4.248 | -7,87 | ||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 3.395 | 1,01 | 1.089 | -3,29 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 45.477 | 11,31 | 14.589 | 6,51 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 187 | -19,40 | 57 | -27,27 | ||||
| 2026-01-09 | 13F | Tactive Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | S&t Bank/pa | 9.397 | 0,00 | 3.015 | -4,32 | ||||
| 2026-01-22 | 13F | NRI Wealth Management LC | 16.530 | -1,74 | 5.542 | 0,40 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 2.111 | 6,29 | 677 | 0,59 | ||||
| 2026-05-13 | 13F | Cliffwater LLC | 321.612 | -6,51 | 103.176 | -10,54 | ||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 3.235 | 0,12 | 1.038 | -4,25 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 11.011 | -12,05 | 3.532 | -15,84 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 9.234 | 4,26 | 2.962 | -0,24 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 3.915 | -0,25 | 1.256 | -4,56 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 1.616 | 19,97 | 518 | 14,86 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 1.001 | 23,73 | 321 | 18,45 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 346.672 | 6,93 | 111 | 2,78 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 4.665 | -8,19 | 1.497 | -12,16 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 862 | 6,95 | 277 | 2,22 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 87.570 | 3,45 | 28.093 | -1,01 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 9.912 | -1,03 | 3.180 | -5,30 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 20.706 | 100,02 | 6.929 | 99,65 | ||||
| 2026-05-08 | 13F | Matisse Capital | 770 | 0,00 | 247 | -4,26 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 1.966 | 0,00 | 631 | -4,40 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 18.072 | 5.798 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 2.388 | 0,13 | 766 | -4,13 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 2.959 | -0,84 | 949 | -5,10 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 700 | -0,14 | 225 | -4,27 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 24.353 | -2,51 | 7.813 | -6,71 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 1.248 | 0,16 | 401 | -4,31 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 833 | -0,72 | 267 | -4,98 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 1.725 | -12,70 | 554 | -16,47 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 586 | 188 | ||||||
| 2026-04-21 | 13F | Bennett Selby Investments Lp | 3.122 | -0,13 | 1.001 | -4,39 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 151.381 | -15,10 | 48.565 | -18,76 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 109.257 | -3,68 | 35.051 | -7,83 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 1.870 | -29,14 | 600 | -32,24 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 36.574 | -31,50 | 11.733 | -34,45 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | Call | 1.800 | 577 | |||||
| 2026-05-11 | 13F | Bull Oak Capital, LLC | 49.025 | 4,93 | 15.728 | 0,40 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 20.620 | 5,86 | 6.615 | 1,30 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 1.289 | -16,19 | 414 | -19,81 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 4.328 | 2,93 | 1.452 | 2,62 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 2.771 | 0,00 | 889 | -4,41 | ||||
| 2026-06-05 | 13F | Verus Advisory, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3.311 | 40,48 | 1.070 | 35,44 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 1.984 | 53,20 | 636 | 46,54 | ||||
| 2026-05-14 | 13F | Betterment LLC | 24.526.707 | -2,56 | 7.868 | -6,77 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 1.821 | -0,82 | 584 | -5,04 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 1.718 | 0,00 | 551 | -4,17 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 1.784 | 0,73 | 572 | -3,54 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 1.060 | -1,58 | 340 | -5,82 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 21.186 | 0,48 | 6.797 | -3,86 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 44.356 | 4,48 | 14.230 | -0,03 | ||||
| 2026-04-29 | 13F | AG Asset Advisory, LLC | 1.993 | 0,00 | 639 | -4,34 | ||||
| 2026-05-15 | 13F | Quarry LP | 851 | 0,00 | 273 | -4,21 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 500 | -12,28 | 160 | -16,23 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 16.804 | -1,99 | 5.391 | -6,23 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 3.487 | -4,83 | 1.119 | -8,96 | ||||
| 2026-05-07 | 13F | Tull Financial Group, Inc. | 948 | 10,23 | 304 | 5,56 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 18.473 | 0,34 | 5.926 | -3,99 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 2.889 | 0,10 | 927 | -4,24 | ||||
| 2026-05-08 | 13F | Bokf, Na | 44.553 | -17,39 | 14.293 | -20,95 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 215.155 | -8,90 | 69.024 | -12,83 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 9.387 | -0,51 | 3.012 | -4,81 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 1.643 | 0,00 | 527 | -4,53 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 1.890 | 0,11 | 606 | -4,11 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 94.423 | 3,01 | 30.292 | -1,43 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 29.125 | -15,61 | 9.344 | -19,25 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 3.676 | -3,42 | 1.179 | -7,60 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 877 | 0,00 | 281 | -4,42 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 3.112 | 1,50 | 998 | -2,92 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 7.976 | -18,68 | 2.559 | -22,17 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 2.785 | -12,61 | 893 | -16,39 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 12.141 | -1,23 | 3.895 | -5,48 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 553 | 3,75 | 178 | -0,56 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 3.067 | 0,00 | 984 | -4,38 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 2.767 | -1,71 | 888 | -5,94 | ||||
| 2026-04-23 | 13F | iA Global Asset Management Inc. | 34.825 | 24,62 | 11 | 22,22 | ||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 259.122 | 0,25 | 83.129 | -4,08 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 2.090 | 671 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 2.313 | -1,36 | 742 | -5,60 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 538 | -2,71 | 172 | -7,03 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 8.566 | 2,83 | 2.870 | 0,74 | ||||
| 2026-05-15 | 13F | Port Capital LLC | 3.186 | 0,00 | 1.022 | -4,31 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 56.212 | -1,16 | 18.033 | -5,42 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 5.242 | 0,34 | 1.682 | -4,00 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 10.605 | -0,29 | 3.402 | -4,57 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 121.288 | -2,47 | 38.910 | -6,68 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 6.982 | 0,66 | 2.240 | -3,70 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 888 | 0,00 | 307 | 3,03 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 4.315 | -0,87 | 1.384 | -5,14 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 1.855 | -9,25 | 595 | -13,28 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 776 | 2,65 | 249 | -1,58 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 4 | 1 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 33.190 | -0,33 | 10.648 | -4,63 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 95.617 | 4,98 | 30.675 | 0,46 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 10.566 | -0,87 | 3.696 | 3,41 | ||||
| 2026-05-14 | 13F | Morningstar Investment Management LLC | 165.190 | -22,56 | 52.995 | 74.539,44 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 1.073 | 0,28 | 344 | -3,91 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 1.353 | 0,15 | 434 | -3,98 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 3.211 | 0,00 | 1.030 | -4,28 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 69.565 | -1,58 | 22.317 | -5,82 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 90.171 | 4,65 | 28.928 | 0,14 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1.469 | -1,54 | 514 | 1,18 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 8.487 | -0,12 | 2.723 | -4,42 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 1.553 | 21,33 | 498 | 16,08 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 4.047 | -4,71 | 1.298 | -8,78 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 2.871 | -1,48 | 1 | |||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 69.850 | 2,30 | 22.409 | -2,15 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 483 | 0,00 | 155 | -4,35 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 3.919 | 0,46 | 1.257 | -3,83 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 6.319 | -8,35 | 2.027 | -12,29 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 27.037 | 0,01 | 8.674 | -4,30 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 904 | 0,00 | 290 | -4,29 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 3.213 | -0,43 | 1.031 | -4,72 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 10.986 | -3,43 | 3.440 | -10,65 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 4.542 | 6,07 | 1.457 | 1,53 | ||||
| 2026-04-28 | 13F | Cohen Investment Advisors LLC | 1.075 | 7,18 | 345 | 2,38 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 1.437 | 0,98 | 461 | -3,35 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 8.006 | 20,25 | 2.568 | 12,58 | ||||
| 2026-04-30 | 13F | Villere St Denis J & Co Llc | 1.141 | 0,00 | 366 | -4,19 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 46.256 | 1,11 | 14.840 | -3,25 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 11.575 | -41,32 | 3.713 | -43,85 | ||||
| 2026-05-14 | 13F | Mcrae Capital Management Inc | 711 | 0,00 | 228 | -4,20 | ||||
| 2026-05-05 | 13F | Legacy CG, LLC | 1.747 | 0,00 | 560 | -4,27 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 1.314 | 0,00 | 422 | -4,32 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 46.796 | 6,98 | 15.013 | 107.128,57 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 700 | 225 | |||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 12.290 | -0,88 | 4.120 | 1,28 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 977 | 42,21 | 313 | 36,09 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 3.477 | -91,62 | 1.116 | -91,98 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 880 | 0,00 | 282 | -4,41 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 1.511 | 485 | ||||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 668.053 | -0,25 | 215.995 | -3,80 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 12.301 | -3,32 | 3.946 | -7,50 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 8.243 | -1,25 | 2.644 | -5,50 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-17 | 13F | 14B Captial Management LP | 1.500 | 503 | ||||||
| 2026-04-17 | 13F | Union Savings Bank | 2.723 | -8,90 | 874 | -12,87 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 17.793 | 1,12 | 5.708 | -3,24 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 46.292 | -38,51 | 14.851 | -41,16 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 55.099 | -18,20 | 17.676 | -21,73 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 2.135 | -33,84 | 685 | -36,73 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 1.789 | 0,00 | 574 | -4,34 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 7.078 | 2.373 | ||||||
| 2026-04-14 | 13F | Flower City Capital | 3.724 | 0,05 | 1.195 | -4,25 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 13.138 | 0,15 | 4.215 | -4,18 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 583.858 | 7,99 | 187.307 | 3,33 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 1.025 | -31,07 | 329 | -34,14 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 1.117.965 | 0,83 | 358.654 | -3,52 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 73.064 | -13,57 | 23.442 | -17,28 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 2.914 | 0,00 | 935 | -4,30 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 18.704 | 0,01 | 6.000 | -4,31 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 6.483 | 0,00 | 2.080 | -4,33 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 477 | 38,26 | 153 | 33,04 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 677 | 0,74 | 217 | -3,56 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 8.069 | 12,79 | 2.589 | 7,92 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 3.243 | -2,93 | 1.040 | -7,14 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 919 | 295 | ||||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 35.114 | 1,42 | 11.265 | -2,95 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 11.379 | -0,48 | 3.651 | -4,77 | ||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 500 | 0,00 | 160 | -4,19 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 185.666 | 46,19 | 59.564 | 39,89 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 7.325 | 0,00 | 2.350 | -4,32 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 8.627 | 12,52 | 2.768 | 7,67 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 305.028 | 2,61 | 97.856 | -1,82 | ||||
| 2026-05-01 | 13F | DMKC Advisory Services, LLC | 12.088 | 3,47 | 3.878 | -1,00 | ||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 752 | 241 | ||||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 4.279 | -7,94 | 1.373 | -11,94 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 30.791 | -7,97 | 9.878 | -11,94 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 12.210 | 39,50 | 3.917 | 33,50 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ehrenkranz Partners L.P. | 1.156 | -11,35 | 371 | -15,33 | ||||
| 2026-04-20 | 13F | City State Bank | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 141.067 | -16,30 | 45.256 | -19,91 | ||||
| 2026-05-11 | 13F/A | Accent Capital Management, LLC | 6.902 | 3,25 | 2.214 | -1,20 | ||||
| 2026-05-01 | 13F | Kassira Wealth Management LLC | 6.399 | -4,83 | 2.053 | -8,96 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 11.950 | 0,46 | 3.834 | -3,86 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | Call | 300 | 96 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 11.208 | 5,38 | 3.596 | 0,84 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 1.847 | 64,91 | 593 | 57,87 | ||||
| 2026-04-27 | 13F | Lafayette Investments, Inc. | 2.614 | 12,67 | 839 | 7,85 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 1.257 | -27,88 | 403 | -30,99 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 3.342 | -1,18 | 1.072 | -5,38 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 213.806 | 0,23 | 68.591 | -4,10 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 1.131 | -0,44 | 366 | -4,44 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 1.459 | 1,39 | 468 | -3,11 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 37.915 | -1,51 | 12.164 | -5,76 | ||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 47.455 | -0,41 | 15.224 | -4,65 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 12.344 | -28,55 | 3.960 | -31,63 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 312.670 | -1,00 | 100.308 | -5,27 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 9.068 | -0,12 | 2.909 | -4,43 | ||||
| 2026-02-17 | 13F | Novo Holdings A/S | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Hardworking Capital Advisors, LLC | 3.504 | 1,62 | 1.124 | -2,77 | ||||
| 2026-04-24 | 13F | Deltec Asset Management Llc | 1.983 | 0,00 | 636 | -4,22 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 2.056 | 58,52 | 660 | 51,84 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 64 | 0,00 | 21 | -4,76 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 20.402 | -3,33 | 6.545 | -7,49 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 14.945 | 0,48 | 4.795 | -3,85 | ||||
| 2026-04-10 | 13F | Benin Management CORP | 3.968 | 6,64 | 1.273 | 2,00 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1.199 | 0,25 | 385 | -4,00 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 27.331 | -2,83 | 8.768 | -7,02 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 1.373 | -0,87 | 440 | -5,17 | ||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 1.719 | -15,53 | 552 | -19,21 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 209.912 | 1,19 | 67.333 | -3,92 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 3.705 | 0,32 | 1.189 | -4,04 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 4.327 | 0,00 | 1.388 | -4,28 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 400 | 0,00 | 128 | -4,48 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 252.254 | 1,04 | 80.926 | 97.400,00 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 1.717 | 1,48 | 551 | -3,00 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 642 | 4,90 | 206 | 0,00 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 52.105 | -7,46 | 16.716 | -11,45 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 2.123 | 0,00 | 681 | -4,63 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 334.452 | 18,77 | 107.296 | 13,65 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 1.551 | 0,00 | 498 | -4,42 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Roundview Capital LLC | 109.247 | 1,40 | 35.048 | -2,97 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 12.151 | -8,76 | 3.898 | -12,68 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 217 | 0,00 | 70 | -4,17 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 30.783 | -0,80 | 9.875 | -5,08 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 20.591 | 47,84 | 6.606 | 41,46 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 15.147 | 4,30 | 4.859 | -0,21 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 20.409 | 0,15 | 6.637 | -4,54 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 135.208 | 7.099,57 | 43.376 | 6.796,03 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 457.854 | -0,14 | 146.884 | -4,44 | ||||
| 2026-04-21 | 13F | Poehling Capital Management, LLC | 1.241 | -73,86 | 398 | -74,98 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 368.526 | 3,85 | 118.227 | -0,63 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 1.320 | 9,63 | 424 | 4,96 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 4.571 | -1,42 | 1.466 | -5,66 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 2.433 | 7,85 | 781 | 3,17 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 1.283 | -1,91 | 412 | -8,05 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 21.885 | 0,69 | 7.021 | -3,65 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 108.007 | 0,09 | 35 | -5,56 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 4.201 | 0,94 | 1.348 | -3,44 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 797 | 0,00 | 256 | -4,49 | ||||
| 2026-01-26 | 13F | Marion Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 37.671 | -1,38 | 12.085 | -5,63 | ||||
| 2026-04-24 | 13F | Walker Asset Management, LLC | 1.138 | 0,00 | 365 | -4,20 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 12.433 | -0,14 | 3.989 | -4,46 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 33.417 | 1,99 | 10.720 | -2,40 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 4.353 | -71,53 | 1.396 | -72,77 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 1.387 | 0,00 | 445 | -4,52 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 7.104 | 0,00 | 2.279 | -4,28 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 88.005 | -15,10 | 28.233 | -18,77 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 140.674 | 1,03 | 48.202 | 3,25 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 146.799 | -0,55 | 47.095 | -4,84 | ||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 1.355 | 0,00 | 435 | -4,41 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 960 | -3,23 | 323 | -1,53 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 1.441 | 0,21 | 494 | 2,28 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 11.729 | -0,29 | 3.763 | -4,59 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 274.980 | 1,91 | 88.216 | -2,49 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 6.128 | 0,00 | 2.055 | 2,14 | ||||
| 2026-02-13 | 13F | Uniting Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 12.777 | -1,27 | 4.099 | -5,55 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 15.891 | 4,16 | 5.098 | -0,35 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 885 | -12,89 | 284 | -16,76 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 21.601 | 2,71 | 7.605 | 7,84 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 6.252 | -2,34 | 2.006 | -6,57 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 6.551 | 26,88 | 2.102 | 21,45 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | Put | 1.000 | 4 | |||||
| 2026-04-20 | 13F | Dagco, Inc. | 9.994 | 0,00 | 3.206 | -4,30 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 4.978 | 0,00 | 1.597 | -4,32 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 7.686 | -0,35 | 2.466 | -4,64 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 600 | 0,00 | 192 | -4,48 | ||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 14.724 | -2,13 | 4.724 | -6,36 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.733.299 | 1,57 | 1.839.299 | -2,81 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 11.656 | 9,85 | 3.739 | 7,38 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 726 | 0,00 | 233 | -4,53 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 2.116 | -1,95 | 679 | 9,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 725.700 | -24,25 | 232.812 | -27,52 | |||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 646 | 208 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 276.500 | 82,15 | 88.704 | 74,29 | |||
| 2026-05-13 | 13F | Franklin Resources Inc | 135.261 | 8,16 | 43.393 | 3,49 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 107.282 | 80,09 | 34.417 | 72,33 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 5.848 | 3,23 | 1.876 | -1,21 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 101.350 | 0,62 | 33 | -3,03 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 733 | 19,97 | 235 | 15,20 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 27.321 | 8,11 | 8.765 | 3,45 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 7.604 | 2,48 | 2.439 | -1,93 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 5.356 | 1,31 | 1.718 | -3,05 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 87 | 42,62 | 28 | 35,00 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 3.660 | -4,34 | 1.174 | -8,42 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 860.804 | 5,01 | 276.154 | 0,48 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 5.517 | -0,20 | 1.770 | -4,53 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 242.408 | 1,75 | 77.761 | -2,64 | ||||
| 2026-05-01 | 13F | Vantage Investment Partners, LLC | 2.126 | 0,00 | 682 | -4,21 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 1.740 | -0,29 | 558 | -4,62 | ||||
| 2026-01-20 | 13F | Arvest Investments, Inc. | 0 | 0 | ||||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 1.708 | 0,12 | 548 | -4,20 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 10.597 | 0,18 | 3.400 | -4,15 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 210.327 | 241,65 | 20 | -5,00 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 6.668 | 0,01 | 2.139 | -4,30 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 672 | 0,00 | 216 | -4,44 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 337.380 | -1,54 | 108.235 | -5,79 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 2.173 | -20,78 | 698 | -24,24 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 296.314 | 5.817,99 | 95.060 | 5.565,08 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 1.479 | 474 | ||||||
| 2026-02-17 | 13F | Aureus Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Sachetta, LLC | 1.951 | 76,08 | 626 | 68,46 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 14.988 | 93,32 | 5.401 | 103,77 | ||||
| 2026-05-08 | 13F | Investure, LLC | 645.651 | 3,04 | 207.131 | -1,40 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 6.401 | 0,49 | 2.054 | -3,84 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 35.547 | 0,05 | 11.404 | -4,27 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 6.619 | 8,21 | 2.123 | 3,56 | ||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 9 | 3 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 48.162 | 1,98 | 15.451 | -2,42 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 195 | 0,00 | 63 | -4,62 | ||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 14.899 | 2,03 | 4.780 | -2,37 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 11.602 | 0,00 | 3.722 | -4,29 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 10.829 | -0,52 | 3.474 | -4,80 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 7 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.922.098 | -4,35 | 937.439 | -8,48 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 1.466.525 | -0,18 | 470.476 | -4,48 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 122.012 | 0,51 | 39.143 | -3,82 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 1.249 | 0,32 | 401 | -4,08 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 11.192 | -2,59 | 3.591 | -6,80 | ||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 337.854 | 108.387 | ||||||
| 2026-04-29 | 13F | Burney Co/ | 4.885 | -26,77 | 1.567 | -29,92 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 2.040 | 4,24 | 654 | -0,30 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 4.258 | -0,37 | 1.366 | -4,61 | ||||
| 2026-04-14 | 13F | HighRoad Wealth Advisors, LLC | 1.279 | 0,00 | 410 | -4,21 | ||||
| 2026-05-06 | 13F | Fiduciary Wealth Partners, LLC | 1.594 | -36,09 | 512 | -38,88 | ||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 348 | 0,00 | 112 | -4,31 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 40 | -2,44 | 13 | -7,69 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 1.648 | 0,49 | 529 | -3,83 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 78.146 | 13,97 | 25.070 | 9,06 | ||||
| 2026-04-23 | 13F | Industrial Alliance Investment Management Inc. | 63.176 | -3,42 | 20 | -4,76 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Unison Advisors LLC | 4.038 | -0,47 | 1.296 | -4,78 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 611 | 0,00 | 205 | 2,51 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 1.259 | -6,46 | 404 | -10,64 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 9.688 | 0,46 | 3.108 | -3,87 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 27.288 | -1,24 | 8.754 | -5,51 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 12.829 | 1,68 | 4.116 | -2,72 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 48.881 | 7.025,51 | 15.682 | 6.747,60 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 5.767 | 0,00 | 1.850 | -4,29 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 5.462 | -35,21 | 1.752 | -38,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 110.148 | -18,33 | 35.337 | -21,85 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 19.286 | 1,43 | 6.187 | -2,95 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 873 | 8,58 | 280 | 4,09 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 677 | -6,88 | 0 | |||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 11.466 | 7,58 | 3.844 | 9,92 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 864 | 0,00 | 277 | -4,15 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 173.405 | -0,17 | 55.630 | -4,47 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 13.771 | 0,01 | 4.418 | -4,31 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 4.997 | 6,48 | 1.603 | 1,84 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 3.574 | -19,56 | 1.210 | -18,74 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 2.240 | 3,94 | 719 | -0,55 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 695.186 | 223.023 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 144.082 | 0,74 | 46.223 | -3,60 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 17.393 | 0,00 | 5.580 | -4,32 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.659 | 2,86 | 853 | -1,62 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 30.075 | 0,11 | 9.648 | -4,21 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 25.364 | 0,00 | 8.137 | -5,92 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 9.102 | -0,50 | 2.920 | -4,79 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 2.978 | -0,13 | 955 | -4,40 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 39.756 | 2,87 | 12.754 | -1,56 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 749 | -21,90 | 240 | -25,23 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 5.782 | 0,00 | 1.855 | -4,33 | ||||
| 2026-04-15 | 13F | Home Federal Bank Of Tennessee | 729 | 0,00 | 234 | -4,51 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 21.295 | 0,61 | 6.832 | -3,73 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 934 | -3,11 | 300 | -7,43 | ||||
| 2026-05-08 | 13F | VELA Investment Management, LLC | 797 | 0,00 | 256 | -4,49 | ||||
| 2026-05-04 | 13F | Prodigy Asset Management LLC | 24.110 | 36,21 | 7.735 | 30,33 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 466.024 | 0,92 | 149.505 | -1,34 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 973 | 312 | ||||||
| 2026-04-09 | 13F | Lantz Financial LLC | 40.130 | 5,33 | 12.874 | 0,79 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 3.962 | 0,00 | 1 | 0,00 | ||||
| 2026-04-08 | 13F | Panoramic Capital Partners, LLC | 4.878 | 7,87 | 1.565 | 3,17 | ||||
| 2026-05-04 | 13F | First Growth Capital LLC | 4.739 | 0,00 | 1.532 | -5,38 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 12.484 | -9,03 | 4.005 | -12,96 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 10.648 | -0,82 | 3.416 | -5,08 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 5.930 | 24,84 | 1.902 | 19,47 | ||||
| 2026-04-23 | 13F | Simmons Bank | 8.452 | -2,05 | 2.711 | -6,29 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 167.879 | 55,70 | 53.857 | 48,99 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 1.436 | -0,97 | 461 | -5,35 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 3.513 | -55,23 | 1.127 | -57,15 | ||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 100.649 | -1,95 | 32.289 | -6,18 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 786 | -40,41 | 252 | -42,99 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 14.894 | -2,62 | 4.778 | -6,81 | ||||
| 2026-01-14 | 13F | BFI Infinity Ltd. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 891.081 | -0,38 | 285.868 | -4,68 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 24.178 | -1,11 | 7.757 | -5,38 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 1.098 | -16,44 | 352 | -20,00 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 182.106 | -2,53 | 58.421 | -6,74 | ||||
| 2026-05-14 | 13F | Alpha Wealth Funds, LLC | 3.429 | 0,32 | 536 | -3,95 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 9.097 | 1,79 | 2.918 | -2,60 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 742 | 0,00 | 249 | 2,06 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 487.405 | -1,51 | 156.364 | -5,76 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 5.297 | -2,54 | 1.699 | -6,75 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 1.561 | 2,97 | 501 | -1,57 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 1.652 | 0,00 | 530 | -4,34 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 11.992 | 301,07 | 3.847 | 283,93 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 713 | 1,86 | 229 | -2,56 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 2.978 | 0,00 | 955 | -4,31 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.034.035 | 1,34 | 331.729 | -3,03 | ||||
| 2026-05-07 | 13F | Banta Asset Management Lp | 1.605 | 7,72 | 515 | 3,01 | ||||
| 2026-04-28 | 13F | Intrinsic Value Partners, LLC | 2.197 | -7,53 | 705 | -11,56 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 18.010 | 4,53 | 5.778 | 0,02 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 11 | 4 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 65.828 | 12,01 | 21.118 | 7,18 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 88.242 | 43,16 | 28.309 | 36,99 | ||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 7.423 | -3,18 | 2.381 | -7,35 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 206.819 | 3,98 | 66.350 | -0,50 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 45.360 | 2,60 | 15 | 0,00 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 39.970 | 60,03 | 12.823 | 53,14 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 4.808 | -0,02 | 1.542 | -4,34 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 10.775 | 9,90 | 3.692 | 9,79 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 5.029 | 123,11 | 1.613 | |||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 552 | 0,00 | 177 | -4,32 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 700 | 212,50 | 225 | 198,67 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 12.572 | -3,46 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Wimmer Associates 1, Llc | 19.530 | -0,33 | 6.265 | -4,63 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 1.805 | -53,37 | 579 | -55,36 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 19.252 | 11,22 | 6.176 | 6,43 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 3.947 | -10,17 | 1.266 | -12,14 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 416 | 1,96 | 134 | -2,21 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 5.407 | 0,00 | 1.735 | -4,30 | ||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 27.480 | -1,67 | 8.816 | -5,91 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 4.508 | -0,99 | 1.446 | -5,24 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 969.473 | 2,71 | 311.017 | -1,72 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 734 | 22,54 | 235 | 17,50 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 31.327 | 10.050 | ||||||
| 2026-04-14 | 13F | Davidson Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Provident Investment Management, Inc. | 910 | 0,00 | 292 | -4,59 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 4.863 | 16,45 | 1.560 | 11,43 | ||||
| 2026-05-15 | 13F | Norinchukin Bank, The | 850.500 | 7,59 | 272.849 | 2,95 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 1.237 | 45,70 | 397 | 39,44 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 780 | -6,92 | 262 | -4,74 | ||||
| 2026-05-01 | 13F | CMG Global Holdings, LLC | 7.946 | -3,33 | 2.549 | -8,31 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 646 | -18,23 | 207 | -21,59 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 19.417 | 9,44 | 6.229 | 4,72 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 8.091 | 0,81 | 2.596 | -3,53 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 830 | -3,38 | 266 | -7,32 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 8 | 0,00 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 22.667 | -4,54 | 7.242 | -9,81 | ||||
| 2026-04-27 | 13F | Narodna banka Slovenska | 5.654.304 | 1.762.447 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 152 | 56,70 | 51 | 54,55 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 1.277 | -6,10 | 410 | -10,31 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 2.497 | 0,16 | 801 | -4,07 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 14.577 | 4.676 | ||||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 1.804 | -7,72 | 579 | -11,76 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 47.579 | -2,06 | 15.264 | -6,28 | ||||
| 2026-05-14 | 13F/A | Empirical Finance, LLC | 55.050 | 17.661 | ||||||
| 2026-05-12 | 13F | Callahan Advisors, LLC | 745 | 0,27 | 239 | -4,02 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 1.095 | -81,61 | 367 | -81,21 | ||||
| 2026-05-01 | 13F | Washburn Capital Management, Inc. | 100.138 | -0,29 | 32.125 | -4,59 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 1.601 | 514 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 6.580 | 2.111 | ||||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 1.024 | -13,80 | 328 | -17,59 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 132.966 | 3,68 | 42.657 | -0,79 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 9.996 | -0,08 | 3.207 | -4,41 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 21.176 | 0,76 | 6.794 | -3,59 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 14.861 | -0,56 | 4.768 | -4,85 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 1.549 | -0,64 | 497 | -4,98 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 999 | 0,30 | 321 | -3,90 | ||||
| 2026-05-12 | 13F | Charter Research & Investment Group, Inc. | 1.509 | 0,00 | 484 | -4,16 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 7.719 | 211,50 | 2.576 | 210,24 | ||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 164.468 | 0,98 | 52.763 | -3,38 | ||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 14.000 | 0,00 | 3.589 | -4,32 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 13.460 | -4,27 | 4.318 | -8,40 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 12.883 | -1,91 | 4.133 | -6,13 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 1.469 | 0,00 | 493 | 2,07 | ||||
| 2026-04-10 | 13F | McCollum Christoferson Group LLC | 1.061 | -22,04 | 340 | -25,44 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 72.406 | 4,10 | 23.229 | -0,39 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 24.259 | -0,18 | 7.783 | -4,48 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 78.348 | -12,95 | 25.135 | -16,70 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1.383 | 0,66 | 444 | -3,70 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 127.824 | 10,04 | 44.894 | 13,48 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 47.953 | 3,23 | 15.384 | -1,22 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | Put | 100 | 35 | |||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 7.918 | 2.087,29 | 2.789 | 2.204,96 | ||||
| 2026-05-14 | 13F | Aldebaran Financial Inc. | 2.773 | -3,21 | 890 | -8,07 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 21.212 | 1,82 | 6.805 | -2,56 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 83.720 | 1,86 | 26.858 | -2,53 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 542.873 | 282,80 | 174.159 | 266,30 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 47.365 | -0,37 | 15.195 | -4,67 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 64.525 | -9,16 | 20.857 | -12,41 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 11.640 | 4,50 | 3.734 | 0,00 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 26.848 | -0,46 | 8.613 | -4,76 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 105.586 | -7,95 | 34.130 | -11,26 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Encompass More Asset Management | 2.806 | -61,37 | 900 | -63,02 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 4.686 | 19,18 | 1.503 | 14,04 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 60.248 | 0,67 | 19.328 | -3,67 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 932 | 0,32 | 299 | -4,18 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 21.293 | -1,44 | 6.831 | -5,69 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 64 | 0,00 | 21 | -4,76 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 19.870 | 0,35 | 6.375 | -3,98 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 2.556 | 0,31 | 820 | -5,54 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 2.813 | 0,57 | 902 | -3,74 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 430.220 | 2,36 | 138.019 | -2,06 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.319 | 84,99 | 423 | 76,99 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 6.116 | -1,10 | 1.962 | -5,35 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 17.969.445 | -0,31 | 5.764.778 | -4,61 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 61.524 | 0,61 | 20.627 | 2,79 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 14.153 | 14,45 | 4.540 | 9,53 | ||||
| 2026-05-13 | 13F | Delphi Financial Group, Inc. | 41.400 | 0,00 | 13.282 | -4,32 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 973 | -7,07 | 312 | -10,86 | ||||
| 2026-05-08 | 13F | EagleClaw Capital Managment, LLC | 8.732 | 3,56 | 2.801 | -0,88 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 2.973 | -21,22 | 954 | -24,66 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2.115.013 | 1,70 | 655.721 | -5,95 | ||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 39.883 | -7,51 | 12.795 | -11,50 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 15.836 | 0,96 | 5.080 | -3,40 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 4.886 | 2,41 | 1.567 | -2,00 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 1.977 | 0,00 | 634 | -5,09 | ||||
| 2026-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.444 | 0,21 | 463 | -4,14 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 3.758 | 0,00 | 1.206 | -4,37 | ||||
| 2026-04-21 | 13F | Aull & Monroe Investment Management Corp | 1.345 | 0,00 | 431 | -4,22 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 18.802 | 0,27 | 6.032 | -4,04 | ||||
| 2026-04-14 | 13F | M. Kraus & Co | 1.487 | 2,20 | 477 | -2,05 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Consolidated Portfolio Review Corp | 15.912 | 0,25 | 5.105 | -4,08 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 12.876 | -12,71 | 4.131 | -16,48 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 5.443 | 8,60 | 1.746 | 3,93 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 358.501 | 8,15 | 115.011 | 3,49 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 18.322 | 1,13 | 5.878 | -3,24 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 16.901 | -6,23 | 5.422 | -10,28 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 2.330 | 748 | ||||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 3.437 | 0,47 | 1.103 | -3,84 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 2.136 | -0,65 | 685 | -6,55 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 3.645 | -78,14 | 1.169 | -79,09 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 24.779 | -0,73 | 7.949 | -5,01 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 13.034 | 1,41 | 4.181 | -2,97 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 1.073 | 0,00 | 360 | 0,00 | ||||
| 2026-04-22 | 13F | Motco | 126 | 0,00 | 40 | -4,76 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 9.132 | -0,39 | 2.929 | -4,69 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 6.150 | 0,05 | 1.973 | -4,22 | ||||
| 2026-05-11 | 13F | Lummis Asset Management, LP | 933 | 0,00 | 299 | -4,17 | ||||
| 2026-05-11 | 13F | Nkcfo Llc | 400 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 11.420 | 3,16 | 3.664 | -1,29 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 3.221 | -0,62 | 1.080 | 1,51 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 275.951 | -9,53 | 88.528 | -13,43 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.939 | 14,11 | 1.264 | 9,16 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 98.159 | -2,56 | 31.490 | -6,77 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 1.974 | -0,80 | 633 | -5,10 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 14.271 | -59,03 | 4.578 | -60,80 | ||||
| 2026-04-13 | 13F | Trust Co | 26.897 | -0,10 | 8.629 | -4,41 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 865 | 0,12 | 277 | -4,15 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 37.535 | -0,24 | 12.042 | -4,54 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 1.883 | 1,95 | 604 | -2,42 | ||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 1.020 | 327 | ||||||
| 2026-04-28 | 13F | Hapanowicz & Associates Financial Services, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | NDVR, Inc. | 11.290 | -3,84 | 3.785 | -1,76 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 3.891 | -2,36 | 1.248 | -6,52 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 4.454 | 186,06 | 1.429 | 174,09 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 673 | 216 | ||||||
| 2026-05-13 | 13F | New England Professional Planning Group Inc. | 2.804 | 0,00 | 900 | -4,36 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 5.057 | 11,31 | 1.622 | 6,50 | ||||
| 2026-04-14 | 13F | Capitol Family Office, Inc. | 128.485 | 0,00 | 43.077 | 0,00 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 16.488 | 5.290 | ||||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 4.989 | 38,51 | 1.600 | 32,56 | ||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 7.073 | 1,74 | 2.269 | -2,62 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 842 | -6,03 | 270 | -10,00 | ||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 694 | -1,42 | 223 | -5,51 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 8.408 | -5,64 | 2.697 | -9,71 | ||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 20.577 | -0,35 | 6.601 | -4,65 | ||||
| 2026-04-17 | 13F | Investment Advisory Services Inc /tx /adv | 9.444 | -3,34 | 3.030 | -7,51 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 22.704 | 35,10 | 7.284 | 29,27 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 5.647 | 0,00 | 1.812 | -4,33 | ||||
| 2026-05-15 | 13F | Seal Cove Capital, LLC | 6.138 | 0,00 | 1.969 | -4,28 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 10.395 | -4,05 | 3.335 | -8,20 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 44.593 | 13,11 | 14.306 | 8,22 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 47 | 0,00 | 15 | 0,00 | ||||
| 2026-05-04 | 13F | Titiun Yejiel | 2.900 | 0,00 | 930 | -4,32 | ||||
| 2026-02-11 | 13F | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Wind River Trust Co | 19.027 | 0,00 | 6.104 | -4,31 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 23.041 | 0,23 | 7.392 | -4,10 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 5.972 | -5,83 | 1.916 | -9,92 | ||||
| 2026-04-21 | 13F | Altus Wealth Management, LLC | 150.340 | 0,12 | 48.231 | -4,20 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 3.531 | 11,95 | 1.133 | 7,10 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 97.479 | -0,54 | 31.990 | 7,40 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 2.962 | 15,30 | 950 | 10,34 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 9.520 | 4,02 | 3.054 | -0,49 | ||||
| 2026-05-13 | 13F | RFP Financial Group LLC | 5.330 | -3,62 | 1.710 | -7,77 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 206.746 | 1,89 | 66.326 | 97.438,24 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 93.487 | 4,12 | 29.992 | -0,37 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 727 | 0,00 | 233 | -4,12 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 7.732 | 13,92 | 2.481 | 9,01 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 856 | -0,81 | 275 | -4,84 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 7.817 | 2,64 | 2.508 | -1,80 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 3.940 | 134,94 | 1.264 | 124,73 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 4.976 | 4,27 | 1.596 | -0,25 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 3.716 | 0,73 | 1.191 | -3,64 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 4.485 | -7,24 | 1.439 | -11,23 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 42.072 | 24,36 | 10.655 | 27,27 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 760 | 0,00 | 244 | -4,33 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 920 | 295 | ||||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 88.232 | 40,64 | 28.306 | 34,57 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 7.950 | 3,80 | 2.550 | -0,66 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 1.280 | 44,31 | 411 | 38,05 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 3.817 | 0,08 | 1.225 | -4,23 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 13.918 | 443,04 | 4.465 | 419,79 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 1.270 | 0,00 | 407 | -4,24 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 985 | 4,79 | 316 | 0,00 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 4.292 | -49,50 | 1.377 | -51,70 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 31.055 | 0,19 | 9.963 | -4,13 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 36.915.651 | 11.842.910 | ||||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 3.753 | -51,24 | 1.204 | -53,33 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 2.866 | 0,03 | 919 | -4,27 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 1.976 | -14,46 | 634 | -18,22 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 14.939 | 1,24 | 4.793 | -3,13 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 11.890 | 2,03 | 4.224 | 6,45 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 19.476 | -0,16 | 6.248 | -4,46 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 1.780 | 24,04 | 627 | 28,48 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 4.310 | -1,03 | 1.383 | -5,28 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 156.274 | -11,27 | 50.134 | -15,10 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 5.326 | 20,88 | 1.709 | 15,64 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 8.257 | 1,14 | 2.649 | -3,25 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 18.107 | 20,93 | 6 | 0,00 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 3.546 | 0,00 | 1.138 | -4,29 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 2.022 | 649 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 581.046 | -2,11 | 186.405 | -6,33 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 2.418 | -2,97 | 776 | -7,19 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 139.532 | -0,17 | 44.763 | -4,48 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 94.327 | -0,07 | 30.261 | -4,38 | ||||
| 2026-05-14 | 13F | Botty Investors LLC | 65.721 | 0,00 | 21.084 | -4,32 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 1.412 | 0,00 | 453 | -4,23 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 55.999 | 0,15 | 18.775 | 2,31 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 17.609 | 3,13 | 6 | 0,00 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 5.755 | 1.846 | ||||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 4.179 | -21,58 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 393.420 | -0,07 | 131.855 | -0,11 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 927 | 0,87 | 297 | -3,57 | ||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 2.292 | 0,00 | 735 | -4,30 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 11.102 | 0,42 | 3.562 | -3,91 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 157 | 50 | ||||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 240.162 | 1,65 | 77.046 | -2,74 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 6.941 | 0,12 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 6.066 | -39,64 | 1.946 | -42,27 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 11.937 | 3,23 | 3.835 | -1,26 | ||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 2.819 | 36,45 | 904 | 30,64 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 5.111 | -0,12 | 1.640 | -4,43 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 6.760 | -2,59 | 2.169 | -6,83 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Balentine LLC | 132.975 | -1,91 | 42.660 | -6,14 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 1.008 | 7,46 | 323 | 2,87 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 15.593 | -2,02 | 5.003 | -6,24 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 14.530 | -10,44 | 4.662 | -14,30 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 4.579 | 7,72 | 1.469 | 3,02 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 335.088 | 5,67 | 107.500 | 1,11 | ||||
| 2026-05-13 | 13F | Laffer Investments | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2.310 | 100,00 | 741 | 91,47 | ||||
| 2026-05-06 | 13F | Pavion Blue Capital, LLC | 983 | 0,00 | 315 | -4,26 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 1.820 | -0,87 | 584 | -5,04 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 70.842 | 5,52 | 22.727 | 0,97 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 2.714 | 3,83 | 871 | -0,68 | ||||
| 2026-05-11 | 13F | Fairway Financial, LLC | 56.656 | -2,86 | 18.176 | -7,05 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 29.485 | 9.459 | ||||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 22.015 | -3,80 | 7.063 | -7,95 | ||||
| 2026-05-05 | 13F | PFG Advisors | 150.333 | 4,95 | 48.228 | 0,43 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 682.240 | 1,79 | 218.869 | -2,60 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 1.868 | 4,47 | 599 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 57.943 | 3,27 | 18.589 | -1,18 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 2.369 | -56,75 | 760 | -58,66 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Palumbo Wealth Management LLC | 2.173 | -1,54 | 697 | -5,81 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 2.683 | 0,00 | 861 | -6,22 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 4.125 | -18,02 | 1.323 | -21,58 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 56.911 | 1.064,30 | 18.258 | 1.014,59 | ||||
| 2026-05-06 | 13F | HWG Holdings LP | 5.079 | 0,00 | 1.629 | -4,29 | ||||
| 2026-05-08 | 13F | Price Financial Group Wealth Management, Inc | 341 | 119 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 170.307 | 7,90 | 54.636 | 3,24 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 973 | 39,40 | 312 | 33,33 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 14.954 | 10,94 | 4.797 | 6,15 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 18.315 | 73,90 | 5.876 | 66,43 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 1.634 | 0,00 | 524 | -4,20 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 18.274 | 22,78 | 5.862 | 17,47 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 11.367 | 7,09 | 3.647 | 2,47 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 7.050 | -2,91 | 2.262 | -7,11 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 9.036 | 4,52 | 2.899 | 0,00 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 26.563 | -0,81 | 8.522 | -5,09 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 7.259 | 0,11 | 2.329 | -4,24 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 3.149 | 0,00 | 1.010 | -4,27 | ||||
| 2026-05-04 | 13F | Hourglass Capital, Llc | 5.059 | 0,00 | 1.623 | -4,36 | ||||
| 2026-05-14 | 13F | RM Financial Services, LLC | 10.408 | 10,31 | 3.339 | 5,53 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 122.977 | -41,50 | 39.452 | -44,02 | ||||
| 2026-05-06 | 13F | Eq Llc | 4.425 | 0,00 | 1.420 | -4,32 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 563.420 | 2,83 | 180.751 | -1,60 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 2.092 | 0,34 | 671 | -4,01 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 2.077 | -1,33 | 666 | -5,53 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2.708 | 0,41 | 908 | 2,49 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 138.494 | -0,56 | 44.430 | -4,85 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 1.512 | -33,63 | 492 | -36,27 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 6.027 | 0,84 | 1.933 | -3,49 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 41.782 | 12,14 | 14.709 | 17,76 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 2.276 | 5,03 | 730 | 0,55 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 56.308 | 2,71 | 18.064 | -1,72 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 3.276 | 0,52 | 1.051 | -3,85 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 279.602 | 2,75 | 89.699 | -1,68 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 6.320 | 65,66 | 2.027 | 58,48 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 4.478 | 30,10 | 1.437 | 24,44 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 3.576 | 0,00 | 1.147 | -4,34 | ||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 1.816 | -1,14 | 583 | -5,37 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 25.045 | 118,33 | 8.035 | 104,90 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 27.832 | 0,05 | 8.929 | -4,27 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 51.093 | 0,07 | 16.391 | -4,24 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 858 | -22,77 | 275 | -26,08 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 2.409 | 3,26 | 773 | -1,28 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 975 | -6,79 | 313 | -10,86 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 7.564 | 4,17 | 2.427 | -0,33 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 5.920 | 8,66 | 2.148 | 15,31 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 4.227 | -5,92 | 1.356 | -9,96 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 5.531 | 49,33 | 1.774 | 42,95 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 1.806 | 3,26 | 579 | -1,19 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 758 | 0,00 | 243 | -4,33 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 3.137 | 3,29 | 1.006 | -1,18 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 20.064 | 4,66 | 6.437 | 0,14 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 18.477 | 1,43 | 5.928 | -2,95 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 2.122 | -1,21 | 681 | -5,56 | ||||
| 2026-04-21 | 13F | Ketron Financial | 8.221 | -0,71 | 2.637 | -4,97 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 6.920 | 0,17 | 2.220 | -4,15 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 16.882 | 0,87 | 5.416 | -3,48 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 6.414 | 0,30 | 2.058 | -4,06 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 2.891 | 5,90 | 927 | 1,31 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 32.103 | -9,88 | 10.299 | -13,77 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 12.129 | 11,12 | 3.891 | 6,34 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 2.295 | 0,31 | 736 | -4,04 | ||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 3.877 | 0,03 | 1.244 | -4,31 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 647 | -7,17 | 208 | -11,16 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 14.341.153 | 3,98 | 4.600.786 | -0,51 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 214.039 | 1,65 | 69 | -2,86 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 55.189 | -1,75 | 17.705 | -5,98 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 423 | -29,73 | 136 | -32,84 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 65.805 | -36,61 | 21.111 | -39,34 | ||||
| 2026-05-14 | 13F | Main Management LLC | 463 | 0,22 | 0 | |||||
| 2026-05-01 | 13F | Clarity Financial LLC | 4.125 | 40,98 | 1.323 | 34,86 | ||||
| 2026-04-24 | 13F | North Point Portfolio Managers Corp/oh | 1.485 | 6,07 | 476 | 1,49 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 2.544 | 0,00 | 816 | -4,23 | ||||
| 2026-05-13 | 13F | Invst, LLC | 161.223 | -3,72 | 51.722 | -7,87 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 42.949 | -2,15 | 13.778 | -6,37 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 973 | 312 | ||||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 659 | -2,66 | 0 | |||||
| 2026-04-03 | 13F | First County Bank /CT/ | 1.661 | -25,11 | 533 | -28,40 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 3.163 | -3,54 | 1.115 | 1,46 | ||||
| 2026-05-04 | 13F | Vista Finance, Llc | 2.124 | 681 | ||||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 128.812 | 0,00 | 43.187 | 0,00 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 760 | -20,08 | 244 | -23,58 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 17.321 | 0,16 | 5.557 | -4,16 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 109.199 | -3,95 | 35.032 | -8,09 | ||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 5.170 | 1.659 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 1.142 | -45,64 | 366 | -48,01 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 3.212 | 7,86 | 1.031 | 3,21 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 686 | -9,02 | 220 | -13,10 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 5.086 | 23,00 | 1.632 | 17,68 | ||||
| 2026-05-15 | 13F | VPR Management LLC | 45.200 | 10,78 | 14.501 | 6,00 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 149.452 | -37,53 | 47.946 | -40,22 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 4.246 | -1,96 | 1.362 | -6,13 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 6.229 | -0,57 | 1.998 | -4,86 | ||||
| 2026-04-21 | 13F | Yoffe Investment Management, LLC | 8.078 | 0,00 | 2.592 | -4,32 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 48.632 | -55,30 | 15.602 | -57,23 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 21.870 | 16,48 | 7.016 | 11,47 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 4.700 | 0,00 | 1.508 | -4,32 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 6.654 | -8,27 | 2.135 | -12,22 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 68.140 | 0,00 | 21.860 | -4,32 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 179.270 | 13,28 | 57.512 | 8,39 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 3.657 | -0,71 | 1.173 | -4,94 | ||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 783 | 11,54 | 251 | 6,81 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 1.243 | 47,45 | 399 | 41,13 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 77.227 | -4,02 | 24.775 | -8,16 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 611.956 | 5,18 | 196.322 | 0,65 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 976 | 0,00 | 313 | -4,28 | ||||
| 2026-01-26 | 13F | BCS Private Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 3.373 | -4,09 | 1.082 | -8,23 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 2.745 | 0,00 | 881 | -4,35 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 54.692 | 1,99 | 17.546 | -2,41 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 58.279 | -12,26 | 18.697 | -4,34 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 26.806 | 0,00 | 2.890 | -1,26 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 44.616 | -2,55 | 14.313 | -6,75 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 37.731 | 9,42 | 12.105 | 4,71 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 3.543 | 6,49 | 1.137 | 1,88 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 1.446 | -7,72 | 464 | -11,62 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 12.461 | -27,05 | 3.998 | -30,20 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 61.535 | 1,30 | 19.741 | -3,07 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 5.898 | 4,26 | 1.892 | -0,21 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 3.081 | 22,50 | 988 | 17,20 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 9.408 | 0,32 | 3.018 | -4,01 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 29 | -99,98 | 9 | -99,98 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 1.236 | 0,32 | 397 | -4,12 | ||||
| 2026-05-15 | 13F | Lumbard & Kellner, LLC | 11.020 | 0,00 | 3.535 | -4,30 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 3.757 | -1,47 | 1.205 | -5,71 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 32.438 | 10.406 | ||||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 843 | 271 | ||||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 1.089 | 0,00 | 349 | -4,38 | ||||
| 2026-05-11 | 13F | Summitry Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Key Capital Management, INC | 4.721 | 772,64 | 1.515 | 736,46 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 14.667 | 2,93 | 4.705 | -1,51 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 3.980 | -2,55 | 1.277 | -6,79 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 23.341 | 0,00 | 7.488 | -4,31 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 6.790 | 2,06 | 2.178 | -2,33 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 961 | 8,71 | 308 | 4,05 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 35.415 | -0,44 | 11.362 | -4,73 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 11.326 | -6,47 | 3.634 | -10,50 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 20.563 | 0,81 | 6.597 | -3,54 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 11.465 | -0,49 | 3.678 | -4,76 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 214 | 0,47 | 69 | -4,23 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 11.735 | 0,70 | 3.934 | 2,88 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8.726.405 | 0,90 | 2.662.748 | -3,54 | ||||
| 2026-05-13 | 13F | Pfc Capital Group, Inc. | 1.177 | -2,81 | 0 | |||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | TFB Advisors LLC | 8.326 | -51,56 | 2.671 | -53,65 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 22.245 | -0,27 | 7.136 | -4,57 | ||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | SWAN Capital LLC | 1.661 | 0,00 | 533 | -4,32 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 51.744 | -14,51 | 16.600 | -18,20 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 19.169 | 3,22 | 6.150 | -3,27 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 5.782 | -10,25 | 1.855 | -14,13 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 11.223 | 0,60 | 3.600 | -3,74 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 1.838 | -1,34 | 590 | -5,61 | ||||
| 2026-05-05 | 13F | Martin Capital Advisors, LLP | 18.366 | -0,35 | 5.892 | -4,66 | ||||
| 2026-05-07 | 13F | NWK Group, Inc. | 6.711 | 0,00 | 2.153 | -4,31 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 5.228 | 0,06 | 1.677 | -4,28 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 76.874 | 2,59 | 24.662 | -1,84 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 744 | 239 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 228.958 | 8,68 | 73.452 | 3,99 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 6.263 | -0,48 | 2.009 | -4,74 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 26.786 | 2,36 | 8.593 | -2,05 | ||||
| 2026-05-13 | 13F | Northern Capital Management, Inc. | 2.309 | -20,21 | 741 | -23,71 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 13.130 | 817,54 | 4.212 | 779,33 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 1.161 | 0,00 | 372 | -4,37 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.337.078 | -0,81 | 749.758 | -5,09 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 60.216 | 1.442,81 | 19.318 | 1.376,83 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 5.402 | 6,70 | 1.733 | 2,06 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 3.489 | 21,44 | 1.119 | 16,20 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 765 | 0,00 | 245 | -4,30 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 8.107 | 0,00 | 2.601 | -4,34 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 313.698 | -2,01 | 100.637 | -6,24 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 18.837 | 34,75 | 6.043 | 28,96 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 2.286 | 0,48 | 766 | 2,68 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 67.253 | 552,88 | 21.575 | 524,82 | ||||
| 2026-04-20 | 13F | Kearns & Associates LLC | 173.616 | -0,66 | 55.698 | -4,95 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 28.375 | -9,90 | 9.103 | -13,78 | ||||
| 2026-05-04 | 13F | Innealta Capital, Llc | 14.174 | -15,26 | 4.547 | -18,90 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 6.233 | 0,00 | 2.000 | -4,31 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 1.668 | -7,08 | 535 | -10,98 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 5.294 | 37,97 | 1.698 | 32,04 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 193.849 | 1,03 | 62.189 | -3,33 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 9.900 | 20,73 | 3.176 | 15,53 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 146.291 | -9,69 | 47 | -14,81 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 26.926 | 1,73 | 8.638 | -2,65 | ||||
| 2026-05-08 | 13F | JBF Capital, Inc. | 1.000 | 0,00 | 321 | -4,48 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 116.729 | -1,69 | 37.448 | -5,93 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 37.534 | 5,07 | 12.041 | 0,54 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 6.833 | -0,26 | 2.192 | -4,53 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 625 | 0,00 | 221 | 5,74 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 5.099 | -5,75 | 1.636 | -10,85 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 3.950 | 82,28 | 1.267 | 74,52 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 144.422 | 6,50 | 46.332 | 1,90 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 1.931 | -4,83 | 619 | -8,97 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 2.228 | 0,13 | 715 | -4,29 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 3.318 | 15,73 | 1.064 | 10,72 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 47.733 | -3,57 | 15.313 | -7,73 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 14.495 | 6,62 | 4.650 | 2,04 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 738 | 2,64 | 237 | -2,07 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 27.512 | 7,25 | 8.826 | 2,63 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 22.685 | 15,66 | 7.278 | 10,68 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 35.300 | -0,26 | 11.835 | -0,25 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 5.381 | -0,52 | 1.726 | -4,80 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 1.272 | 0,32 | 427 | -1,84 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 8.360 | -3,11 | 2.682 | -7,30 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 1.391.096 | 13,43 | 446.277 | 8,54 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 919 | 5,63 | 295 | 1,03 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 65 | 182,61 | 21 | 185,71 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 19.130 | -0,58 | 6.137 | -4,88 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 34.463 | 2,81 | 11.056 | -1,63 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 817 | 10,55 | 262 | 6,07 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 1.880 | 0,00 | 603 | -4,29 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 4.416 | 0,00 | 1.417 | -4,32 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 37.467 | -1,94 | 12.020 | -6,17 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 48.812 | -0,07 | 15.659 | -4,38 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 1.000 | 0,20 | 321 | -4,19 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 6.189 | 2,31 | 1.985 | -2,07 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 1.259.916 | 3,15 | 404.194 | -1,30 | ||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 610 | 0,00 | 196 | -4,41 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1.311 | 0,23 | 421 | -4,11 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 7.965 | 3,74 | 2.670 | 5,99 | ||||
| 2026-05-07 | 13F | Latigo Investments, LLC | 80.845 | 0,00 | 25.936 | -4,31 | ||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 1.641 | 0,31 | 530 | -3,28 | ||||
| 2026-05-15 | 13F | Point Nemo Capital, LLC | 964 | 23,27 | 309 | 17,94 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 55.742 | -0,58 | 17.883 | -4,87 | ||||
| 2026-05-13 | 13F | Fund Advisors of America Inc/FL | 4.047 | -1,99 | 1.298 | -6,21 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 35 | 0,00 | 11 | -9,09 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 854 | 25,40 | 274 | 19,74 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 630 | 0,00 | 211 | 2,43 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 2.922 | 0,17 | 938 | -4,19 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 771 | 247 | ||||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 178.620 | 1,24 | 57.303 | -3,12 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 17.920 | 2,29 | 5.749 | -2,13 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 90.032 | 5,99 | 28.883 | 1,42 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 9.461 | -3,73 | 3.058 | -7,19 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 2.440 | -55,50 | 783 | -57,45 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 837 | 7,86 | 269 | 3,08 | ||||
| 2026-02-17 | 13F | Cornerstone Wealth Partners, LLC | 0 | 0 | ||||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 3.859 | -62,59 | 1 | -66,67 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 3.890 | 71,14 | 1.304 | 43.366,67 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 1.642 | 0,00 | 527 | -4,36 | ||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 775 | 249 | ||||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Clarendon Private LLC | 6.424 | -34,96 | 2.061 | -37,75 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 3.398 | 1.113,57 | 1.090 | 1.072,04 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1.054 | 56,85 | 341 | 51,11 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 3.598 | 0,28 | 1.219 | -0,57 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.917.767 | -12,23 | 615.337 | -16,15 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 44.432 | 3,14 | 14.254 | -1,31 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 7.825 | -0,06 | 2.510 | -4,38 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 1.639.763 | 3,62 | 526.052 | -2,39 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 5.894 | 102,89 | 1.891 | 94,15 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 119.991 | -2,56 | 38.494 | -6,76 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 17.310 | 0,89 | 5.553 | -3,46 | ||||
| 2026-04-10 | 13F | Novem Group | 9.947 | -1,66 | 3.191 | -5,90 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 17.862 | -0,03 | 5.730 | -4,34 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 2.716 | 88,48 | 871 | 80,33 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 15.680 | -0,37 | 5.030 | -4,66 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 740.108 | 29,30 | 237.434 | 23,72 | ||||
| 2026-04-24 | 13F | Mann Financial Group, Inc. | 665 | 0,00 | 213 | -4,05 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 1.345 | 0,00 | 431 | -4,22 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 29.545 | -7,66 | 9.478 | -11,64 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 13.327 | -6,13 | 4.275 | -10,19 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 826 | 0,24 | 265 | -3,99 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 451.671 | -2,94 | 144.900 | -7,13 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 31.676 | -0,16 | 10.162 | -4,47 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 1.750 | 0,00 | 561 | -5,87 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 668 | 0,00 | 214 | -4,04 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 52.939 | -2,03 | 16.983 | -6,25 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 7.002 | -1,21 | 2.246 | -5,47 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 1.910 | 613 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 38.733 | 5,93 | 12.426 | -0,92 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 10.412 | -48,57 | 3.340 | -50,79 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 2.724 | -6,17 | 874 | -10,28 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.248 | 59,39 | 400 | 52,67 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 760 | 244 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 320.890 | -2,92 | 102.945 | -7,11 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 673 | 6,32 | 216 | 1,89 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 16.703 | 11,67 | 5.358 | 6,86 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 6.287 | 0,00 | 2.017 | -4,32 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 4.315 | 0,05 | 1.384 | -4,22 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 4.517 | 8,01 | 1.449 | 3,35 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 114.103 | 0,54 | 36.605 | -3,80 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 38.935 | 3,07 | 12.491 | -1,38 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 51.753 | -1,21 | 16.603 | -5,47 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 11.801 | 0,00 | 3.786 | -5,82 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 652 | 218 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 9.158 | -5,61 | 2.938 | -9,66 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 870 | -83,22 | 279 | -83,95 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 3.500 | 0,29 | 1.123 | -4,02 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 1.482 | 17,25 | 475 | 12,29 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 4.489 | -48,73 | 1.440 | -50,94 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 72.032 | 3,61 | 23.108 | -0,86 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 500.692 | 1,65 | 160.767 | -2,65 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 6.646 | 3,23 | 2.412 | 9,19 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 1.565 | 0,00 | 1 | |||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 4.549 | 0,00 | 1.459 | -4,33 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 1.390 | 0,29 | 446 | -4,09 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Private Management Group Inc | 1.063 | 0,00 | 341 | -4,49 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 81.346 | 5,58 | 26.097 | 1,03 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 3.130 | 6,14 | 1.004 | 1,62 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 55.955 | 2,04 | 17.951 | -2,36 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 57.617 | -0,76 | 18.484 | -5,04 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 4.218 | 442,86 | 1.353 | 420,38 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 1.010 | 0,00 | 324 | -4,14 | ||||
| 2026-05-13 | 13F | Parker Investment Management, LLC | 2.419 | 14,00 | 776 | 9,14 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 8.449 | 10,53 | 2.711 | 5,78 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 55.047 | 0,89 | 17.660 | -3,47 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 9.213 | 1,77 | 2.998 | -3,26 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 4.793 | -6,15 | 1.538 | -10,22 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 12.619 | 1,83 | 4.048 | -2,55 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 2.198 | -0,09 | 705 | -5,62 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 30.695 | 2,19 | 9.847 | -2,21 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 21.947 | 0,00 | 7.041 | -4,32 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 1.660 | 0,00 | 533 | -4,32 | ||||
| 2026-05-13 | 13F | Alamar Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Grange Capital, LLC | 1.438 | -1,98 | 461 | -6,11 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 7.643 | 3,79 | 2.452 | -0,69 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 14.670 | 6,30 | 4.706 | 1,71 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 67.998 | 4,03 | 21.814 | -0,46 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 971 | 0,21 | 312 | -4,01 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 11.851 | 22.122 | -8,53 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 39.023 | 0,88 | 12.519 | -3,47 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 1.814 | 0,00 | 582 | -6,44 | ||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 654 | 210 | ||||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 1.042 | -0,48 | 334 | -4,84 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 22.218 | 6,12 | 7.128 | 1,54 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 13.996 | 87,29 | 4.490 | 79,20 | ||||
| 2026-04-30 | 13F | Pearl Planning LLC | 808 | -2,42 | 259 | -6,50 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 919 | 52,40 | 295 | 45,54 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 738 | -9,11 | 237 | -13,24 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 779 | -4,88 | 250 | -8,76 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 30.064 | 9.645 | ||||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 3.173 | 11,76 | 1.018 | 6,94 | ||||
| 2026-05-14 | 13F | Broadleaf Partners, LLC | 2.092 | 4,24 | 671 | -0,15 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 1.400 | 469 | ||||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 1.080 | 0,00 | 346 | -4,42 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 63.457 | -0,56 | 20.358 | -4,85 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 777 | -18,55 | 249 | -21,94 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 5.939 | -9,86 | 1.905 | -13,76 | ||||
| 2026-04-13 | 13F | Advocate Group Llc | 18.129 | -1,16 | 5.816 | -5,42 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 648 | 0,00 | 208 | -4,61 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 2.170 | 16,04 | 696 | 11,18 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 11.279 | 1,09 | 3.618 | -3,26 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 67.745 | -8,02 | 21.733 | -11,99 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 185.545 | 0,10 | 62.208 | 2,27 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 88 | -5,38 | 28 | -9,68 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 6.434 | -49,57 | 2.064 | -51,74 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 851.601 | -1,08 | 273.202 | -5,34 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 8.816 | 1,07 | 2.828 | -3,28 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 903.864 | 3,15 | 289.969 | -1,30 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 100.287 | -4,38 | 32.173 | -8,51 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 22.857 | 32,37 | 7.333 | 26,65 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 529.490 | 0,42 | 169.866 | -3,91 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 44.146 | -1,11 | 14.163 | -5,38 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 1.644 | 3,79 | 527 | -0,57 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 4.830 | -0,19 | 1.550 | -4,50 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 9.384 | 11,74 | 3.010 | 6,93 | ||||
| 2026-04-21 | 13F | Creekside Partners | 14.037 | 41,10 | 4.503 | 35,02 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 992 | 0,00 | 318 | -4,22 | ||||
| 2026-04-16 | 13F | Greenfield Savings Bank | 8.581 | 1,76 | 2.753 | -2,65 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 149.456 | 0,17 | 50.144 | 2,41 | ||||
| 2026-05-07 | 13F | Symetra Investment Management Co | 1.233.045 | 8,35 | 396 | 3,67 | ||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 147 | 12,21 | 47 | 9,30 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 104.582 | -4,24 | 33.551 | -8,37 | ||||
| 2026-05-08 | 13F | Chico Wealth RIA | 2.532 | 0,00 | 812 | -4,25 | ||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 993 | 0,00 | 318 | -4,22 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 57.691 | -0,35 | 18.509 | -4,65 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 38.634 | 0,14 | 13.620 | 5,30 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 27.578 | 0,66 | 8.847 | -3,68 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 96.966 | -3,17 | 31.108 | -7,35 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 1.165 | 374 | ||||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 47.082 | -1,03 | 15.104 | -5,59 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 1.183 | 0,00 | 335 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 222.568 | 14,69 | 71.943 | 10,57 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 5.791 | 14,20 | 2.051 | 18,28 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 3.064 | 0,00 | 983 | -4,28 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 1.167 | 0,26 | 374 | -4,10 | ||||
| 2026-05-04 | 13F | Nicholson Wealth Management Group, LLC | 11.239 | 0,00 | 3.606 | -4,33 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 395 | 0,00 | 127 | -4,55 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 15.190 | 5,38 | 4.873 | 0,85 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 6.394 | -2,55 | 2.051 | -6,73 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 9.191 | -0,30 | 2.948 | -4,60 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 1.449 | -50,02 | 465 | -52,21 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 4.876 | 0,47 | 1.564 | -3,87 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 8.497 | 7,99 | 2.726 | 3,34 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 1.719 | 551 | ||||||
| 2026-05-11 | 13F | Northwest Quadrant Wealth Management, LLC | 4.493 | -0,47 | 1.441 | -4,76 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 15.194 | 12,60 | 4.874 | 7,74 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 50.351 | 3,41 | 16.153 | -1,04 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 1.958 | -3,97 | 628 | -8,05 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 1.941 | 16,65 | 623 | 11,67 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 335.642 | -1,66 | 107.677 | -5,91 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 1.652 | -0,66 | 530 | -5,03 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 1.334 | 43,60 | 428 | 37,30 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 1.145 | 4,85 | 367 | 0,27 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 3.453 | -1,71 | 1.108 | -5,95 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 794 | 0,00 | 255 | -4,51 | ||||
| 2026-04-08 | 13F | Woodstock Corp | 1.012 | -7,07 | 325 | -11,23 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 700 | -4,50 | 224 | -8,57 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 1.329 | 0,00 | 426 | -4,27 | ||||
| 2026-01-29 | 13F | Comerica Bank | 283.195 | -2,09 | 94.947 | 0,03 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 120.726 | 2,20 | 38.730 | -2,21 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 10.849 | -16,28 | 4.042 | -7,25 | ||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 1.051 | 0,10 | 337 | -4,26 | ||||
| 2026-05-12 | 13F | All Terrain Financial Advisors, LLC | 2.701 | -2,77 | 866 | -6,98 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 5.528 | 4,26 | 1.774 | -0,23 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 1.744 | -3,81 | 559 | -7,91 | ||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 3.118 | 0,32 | 1.000 | -4,03 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 97.650 | -4,68 | 32.739 | -2,62 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Seldon Capital Lp | 43.798 | 0,00 | 14.051 | -4,32 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 74.289 | -0,58 | 23.833 | -4,87 | ||||
| 2026-03-05 | 13F/A | Banco Santander, S.A. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 13.007 | -11,83 | 4.173 | -15,65 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 418 | -0,71 | 134 | -4,96 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 632 | -0,16 | 203 | -4,72 | ||||
| 2026-05-14 | 13F | Lhm, Inc. | 336.896 | -0,28 | 108.080 | -4,58 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 1.150 | -15,75 | 369 | -19,47 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 52.139 | -3,56 | 16.727 | -7,72 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 14.287.409 | 0,72 | 4.583.544 | -3,62 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 41.015 | 5,35 | 13.158 | 0,81 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 4.599 | 1,77 | 1.476 | -2,64 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 10.692 | 3.430 | ||||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 6.628 | 10,12 | 2.126 | 5,35 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 126.285 | 4,24 | 40.514 | -0,26 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 1.942 | -6,45 | 623 | -10,49 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 3.447 | -8,95 | 1.106 | -12,92 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 20.038 | -1,33 | 6.428 | -5,58 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 150.033 | -3,12 | 48.132 | -7,30 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 183.796 | 16,79 | 58.964 | 11,75 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 273.203 | 2,50 | 87.646 | -1,92 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 56.176 | -5,93 | 18.022 | -9,99 | ||||
| 2026-04-15 | 13F | City Holding Co | 15.452 | -0,78 | 4.957 | -5,08 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 2.238 | 0,00 | 718 | -4,27 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 1.123 | 73,57 | 360 | 66,67 | ||||
| 2026-01-23 | 13F | Norris Perne & French Llp/mi | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 788 | 31,11 | 253 | 25,37 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 17.844 | -15,29 | 5.724 | -18,95 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 163.814 | 0,54 | 52.553 | -3,79 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 11.942 | 6,46 | 3.831 | 1,89 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 2.551 | 0,00 | 818 | -4,33 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 817 | 0,12 | 262 | -4,03 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 7.032 | 0,00 | 2.256 | -4,33 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 52.705 | 0,14 | 16.908 | -4,18 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 29.062 | -1,34 | 9.323 | -5,59 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 1.475 | -19,22 | 473 | -22,71 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 18.563 | 6,15 | 5.955 | 1,57 | ||||
| 2026-05-08 | 13F | Nia Impact Advisors, Llc | 43.575 | 0,00 | 13.979 | -4,31 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 3.936 | -1,16 | 1.263 | -5,40 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 49.865 | -3,26 | 15.997 | -7,44 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 3.311 | -3,02 | 1.062 | -7,17 | ||||
| 2026-04-15 | 13F | Uncommon Cents Investing LLC | 778 | 0,00 | 250 | -4,23 | ||||
| 2026-04-15 | 13F | Professional Advisory Services Inc | 11.260 | 0,00 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 46.979 | 6,57 | 15.071 | 1,97 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 2.343 | -7,86 | 752 | -11,85 | ||||
| 2026-05-13 | 13F | Alliance Wealth Advisors, LLC | 5.645 | -0,28 | 1.811 | -4,59 | ||||
| 2026-05-01 | 13F | Glass Wealth Management Co LLC | 877 | 281 | ||||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 1.399 | -82,05 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Williamson Legacy Group, LLC | 722 | 0,00 | 232 | -4,55 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Ckw Financial Group | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 12.827 | 1,81 | 4.115 | -2,58 | ||||
| 2026-05-11 | 13F | Bannerstone Capital Management, LLC | 739 | 1,79 | 237 | -2,47 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 7.831 | 6,36 | 2.512 | 1,78 | ||||
| 2026-04-07 | 13F | Eastern Bank | 31.735 | -4,12 | 10.181 | -8,26 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.083.012 | 10,85 | 347.441 | 6,07 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 19.501 | 0,25 | 6.256 | -4,08 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 68.686 | -2,43 | 22.035 | -6,64 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 11.932 | 0,47 | 3.828 | -3,84 | ||||
| 2026-05-13 | 13F | Ridge Creek Global, Inc | 57.470 | 0,10 | 18.437 | -4,21 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 7.472 | 96,06 | 2.397 | 87,71 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 86.244 | 0,75 | 27.668 | -3,59 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 1.413 | -5,36 | 453 | -9,40 | ||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 41.865 | 2,69 | 13.431 | -1,74 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 4.912 | 0,02 | 1.576 | -4,31 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 2.094 | 5,70 | 672 | 1,05 | ||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 28.797 | -0,43 | 9.238 | -4,72 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 582.137 | 0,48 | 186.755 | -3,85 | ||||
| 2026-04-23 | 13F | Mad River Investors | 8.800 | -27,40 | 2.823 | -30,54 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 7.421 | -1,09 | 2.381 | -5,37 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 2.882 | -45,99 | 925 | -48,35 | ||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 806 | 0,00 | 259 | -4,44 | ||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | BSW Wealth Partners | 26.132 | -1,49 | 8.383 | -5,75 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 14.464 | 0,01 | 4.640 | -4,31 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 29.870 | 14,05 | 10.015 | 16,52 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 14.822 | 1,16 | 4.755 | -3,22 | ||||
| 2026-05-19 | 13F | JTC Employer Solutions Trusteee Ltd | 320 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 91.492 | -2,09 | 29.352 | -6,32 | ||||
| 2026-05-12 | 13F | Creative Planning | 6.120.710 | 0,89 | 1.963.585 | -3,47 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 8.544 | 10,05 | 2.741 | 5,34 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 1.123 | 0,09 | 401 | 6,38 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 6.580 | 11,68 | 2.111 | 6,84 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 37.701 | -10,20 | 12.095 | -14,08 | ||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 821 | 0,00 | 263 | -4,36 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 70.368 | -7,29 | 22.575 | -11,29 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 15.828 | 10,51 | 5.078 | 5,75 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 2.110 | 19,89 | 677 | 14,75 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 1.772 | 14,84 | 568 | 8,60 | ||||
| 2026-05-05 | 13F | Excalibur Management Corp | 846 | 0,00 | 271 | -4,24 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 957 | -0,42 | 307 | -4,66 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 38.145 | 7,38 | 12.237 | 2,75 | ||||
| 2026-04-28 | 13F | Halter Ferguson Financial Inc. | 3.007 | -2,40 | 965 | -6,59 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 10.979 | -36,52 | 3.522 | -39,25 | ||||
| 2026-05-15 | 13F | Bedell Frazier Investment Counseling, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 2.467 | 3,35 | 791 | -1,12 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 20 | 300,00 | 6 | 500,00 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Gator Capital Management, LLC | 775 | 0,00 | 249 | -4,25 | ||||
| 2026-04-20 | 13F | Legal Advantage Investments, Inc. | 14.049 | -4,42 | 4.507 | -8,54 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Firestone Capital Management | 78.026 | 0,58 | 25.031 | -3,76 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 4.197 | 1.347 | ||||||
| 2026-02-17 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Trust Point Inc. | 34.175 | -0,48 | 10.964 | -4,77 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 1.440 | -11,22 | 0 | |||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 4.129 | 0,00 | 1.325 | -4,34 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 902 | 289 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1.535 | 0,00 | 493 | -4,28 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 914 | -12,12 | 293 | -15,80 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 46.316 | 3,68 | 14.859 | -0,79 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 37.380 | 4,94 | 11.992 | 0,42 | ||||
| 2026-05-08 | 13F | Cm Wealth Advisors Llc | 3.674 | 8,96 | 1.179 | 4,25 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 14.435 | -20,13 | 4.631 | -23,58 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 45.926 | -4,16 | 14.734 | -8,29 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 49.278 | 9,58 | 15.809 | 4,86 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 52 | 1.769 | ||||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 6.800 | -30,47 | 2.182 | -33,47 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 35.101 | -1,22 | 11.261 | -5,48 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 8.598 | 0,00 | 2.758 | -5,90 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 639 | 2,08 | 205 | -2,39 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 1.883 | 0,00 | 628 | -2,03 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 8.324 | 3,61 | 2.670 | -0,85 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 8.094 | 2.596 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 455.873 | -4,99 | 146.249 | -9,09 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 4.378 | -0,70 | 1.405 | -5,01 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 1.346 | -0,15 | 432 | -4,65 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 19.272 | -2,04 | 6.183 | -6,26 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 184.267 | -1,19 | 59.115 | -5,45 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 15.784 | 4.921 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 15 | 5 | ||||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 7.623 | -0,64 | 2.446 | -4,94 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 15.969 | -2,15 | 5.123 | -6,36 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 2.615 | 0,97 | 839 | -3,46 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 8.655 | -1,46 | 2.776 | -5,71 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 1.440 | -27,35 | 462 | -30,57 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 29.184 | 0,66 | 9.363 | -3,68 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 814 | 0,00 | 261 | -4,04 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 334.403 | -2,81 | 107.280 | -7,00 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 9.945 | -2,67 | 3.190 | -6,86 | ||||
| 2026-02-17 | 13F | Brooks, Moore & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 11.129 | 2,17 | 3.570 | -2,25 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 79.533 | 0,13 | 25.515 | -4,19 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 34.618 | -3,44 | 11.106 | -7,61 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 5.579 | 19,46 | 1.790 | 14,31 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 2.882 | 924 | ||||||
| 2026-02-03 | 13F | K.J. Harrison & Partners Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 5.654 | 282.600,00 | 1.840 | |||||
| 2026-05-15 | 13F | Vista Investment Management | 4.673 | -0,45 | 1.499 | -4,70 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 14.766 | -1,33 | 4.737 | -5,60 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 5.116 | -9,55 | 1.641 | -13,45 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 65.324 | 34,48 | 20.956 | 28,67 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 1.427 | 74,66 | 458 | 67,40 | ||||
| 2026-05-05 | 13F | HC Advisors, LLC | 11.426 | 0,09 | 3.666 | -4,23 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 6.682 | 3,20 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 6.323 | -6,01 | 2.029 | -10,07 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 1.290 | -4,66 | 414 | -8,83 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 24.651 | -13,30 | 7.683 | -19,41 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 4.644 | -0,60 | 1.490 | -4,92 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 3.547 | 22,65 | 1.138 | 17,34 | ||||
| 2026-04-16 | 13F | Friday Financial | 16.571 | 0,15 | 5.316 | -4,16 | ||||
| 2026-05-15 | 13F | Susquehanna Advisors Group, Inc. | 21.775 | 0,00 | 6.986 | -4,32 | ||||
| 2026-04-28 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 2.686.800 | 0,00 | 861.952 | -4,31 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 683 | -1,44 | 219 | -5,60 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 1.545 | -26,25 | 496 | -29,49 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 37.474 | -0,85 | 12.022 | -5,13 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Plancorp, LLC | 1.119.760 | 8,77 | 375.175 | 8,70 | ||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 2.314 | -0,13 | 742 | -4,38 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7.102 | 0,00 | 2.280 | -4,28 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 17.697 | 0,08 | 5.678 | -4,23 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 1.599 | -20,45 | 513 | -23,92 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 383 | 20,06 | 123 | 15,09 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 1.087 | 0,00 | 349 | -4,40 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 230.812 | 4,47 | 74 | 0,00 | ||||
| 2026-04-23 | 13F | Triad Investment Management | 762 | 259 | ||||||
| 2026-01-13 | 13F | Waller Financial Planning Group, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | S.A. Mason LLC | 28.481 | 1,34 | 9.137 | -3,04 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 3.365 | 2,91 | 1.080 | -1,55 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 45.972 | 17,22 | 14.748 | 12,17 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 2.370 | 12,59 | 760 | 7,80 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 5.815 | 1,66 | 1.866 | -2,71 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 6.837 | -4,20 | 2.193 | -8,32 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 700 | -16,86 | 225 | -20,57 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 475.275 | 11,60 | 158.599 | 9,51 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 1.929 | 0,00 | 647 | 0,00 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 636 | 204 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 1.595 | -9,12 | 512 | -14,41 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 1.069 | 0,00 | 343 | -4,47 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 7.719 | -2,17 | 2.477 | -6,39 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 1.128 | -46,92 | 365 | -48,88 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 2.028 | 12,11 | 651 | 7,26 |
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