Grundlæggende statistik
| Institutionelle ejere | 779 total, 779 long only, 0 short only, 0 long/short - change of 4,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6566 % - change of -6,35% MRQ |
| Institutionelle aktier (lange) | 135.783.414 (ex 13D/G) - change of 13,49MM shares 24,66% MRQ |
| Institutionel værdi (lang) | $ 11.686.313 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (MX:DGRW) har 779 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 135,783,414 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Pnc Financial Services Group, Inc., LPL Financial LLC, Morgan Stanley, Hamilton Capital, LLC, Ameriprise Financial Inc, Raymond James Financial Inc, HighTower Advisors, LLC, UBS Group AG, and Cetera Investment Advisers .
WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (BMV:DGRW) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
AI+ Ask Fintel’s AI assistant about WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund.
Select a question to share a public post with an AI-crafted answer.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 4.400 | 0,00 | 386 | -1,78 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 32.834 | 7,05 | 2.884 | 5,14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 4.400 | 386 | |||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 266 | 0,00 | 23 | 0,00 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 37.808 | 0,91 | 3.321 | -0,87 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 55.581 | -0,04 | 4.882 | -1,81 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 18.815 | -13,71 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 15.243 | -21,73 | 1.339 | -23,15 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-20 | 13F | MBA Advisors LLC | 117.076 | 4,96 | 10.284 | 3,09 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 11.409 | -6,83 | 1.002 | -8,49 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 29.371 | 0,00 | 2.580 | -1,79 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 16.162 | -13,50 | 1.420 | -15,03 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 60.202 | -0,61 | 5.288 | -1,98 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 31.159 | -2,73 | 2.911 | -1,29 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 174.355 | 0,57 | 15.315 | -1,22 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2.849 | 0,00 | 250 | -1,57 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 6.777 | -2,08 | 595 | -3,72 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 2.893 | 0,00 | 254 | -1,55 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 2.958 | 0,00 | 260 | -1,89 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 4.928 | -0,10 | 433 | -2,04 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.507.750 | -6,85 | 132.442 | -8,50 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 287.570 | 0,88 | 25 | 0,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 142 | 0,00 | 13 | 0,00 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 12.363 | 1.086 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1.000 | 56,99 | 93 | 66,07 | ||||
| 2026-05-08 | 13F | Banco de Sabadell, S.A | 37.481 | 10,89 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 12.579 | -5,25 | 1.105 | -6,99 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 22.161 | 0,05 | 1.947 | -1,87 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 17.751 | 5,15 | 1.559 | 3,31 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 3.067 | 19,71 | 269 | 17,47 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 571 | 0,00 | 50 | -3,85 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3.326 | 41,17 | 293 | 39,05 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 663.745 | 0,29 | 58.303 | -1,49 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3.290 | 10,74 | 289 | 8,68 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.293 | 553 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 483 | 0,00 | 42 | -2,33 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 603 | -9,60 | 53 | -11,86 | ||||
| 2026-01-20 | 13F | Hubbell Strickland Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 43.497 | 0,16 | 3.821 | -1,62 | ||||
| 2026-05-27 | 13F | Alpine Woods Capital Investors, Llc | 6.000 | 0,00 | 527 | -1,68 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4.313 | -1,84 | 397 | -1,00 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.524 | 0,81 | 1 | |||||
| 2026-05-04 | 13F | Retirement Planning Group | 115.736 | -0,50 | 10.166 | -2,27 | ||||
| 2026-04-10 | 13F | Ipswich Investment Management Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Element Wealth, LLC | 10.615 | 8,05 | 932 | 6,15 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 9.673 | 0,03 | 850 | -1,74 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 8.737 | 0,25 | 767 | -1,54 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 177.659 | 1,06 | 15.606 | -0,73 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 121.030 | -1,22 | 10.631 | -2,98 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 308 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 20.369 | -0,23 | 1.789 | -1,97 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 5.031 | 0,00 | 442 | -1,78 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 91.948 | -5,25 | 8.077 | -6,94 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 606.427 | -3,68 | 53.269 | -4,90 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 31.130 | 11,83 | 2.734 | 9,84 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 60.929 | 4,13 | 5.449 | 4,67 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 10.814 | -2,41 | 950 | -4,14 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 20.487 | 1,17 | 1.800 | -0,66 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 49.145 | 14,34 | 4.317 | 12,31 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 5.818 | -34,78 | 511 | -35,88 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 157.328 | -28,87 | 13.820 | -30,14 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 18.482 | -2,47 | 1.737 | 0,93 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 4.392 | 0,00 | 386 | -1,79 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 3.757 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 84.112 | 4,04 | 7.388 | 2,19 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 514 | 45 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1.407.611 | -0,84 | 123.644 | -2,60 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 50.044 | 8,40 | 4.396 | 6,47 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 366.729 | -4,40 | 32.213 | -6,10 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 28.171 | 5,47 | 2.475 | 3,60 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2.626 | -41,92 | 241 | -40,35 | ||||
| 2026-04-24 | 13F | Deltec Asset Management Llc | 6.300 | 0,00 | 553 | -1,78 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 600 | -16,32 | 53 | -18,75 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 13.245 | 7,38 | 1.163 | 5,44 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 4.368 | -38,77 | 384 | -39,97 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 105.557 | -12,08 | 9.272 | -13,64 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 100.871 | 3,91 | 8.860 | 2,06 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7.864 | -4,70 | 691 | -6,38 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 226 | 0,00 | 20 | -5,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 11.527.081 | -5,67 | 1.012.539 | -7,34 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2.569 | -65,96 | 226 | -66,62 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 871 | -1,47 | 77 | -3,80 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 10.900 | 0,00 | 957 | -1,75 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 32.817 | 4,30 | 2.883 | 2,45 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 63.186 | 7,69 | 5.550 | 5,77 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 10.950 | 1,01 | 962 | -0,83 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 351.189 | -4,35 | 31.407 | -3,84 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 10.600 | 0,03 | 931 | -1,69 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 2.289 | -23,39 | 201 | -24,72 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 125 | 11 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 322.088 | 4,04 | 28.373 | 2,49 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 10.262 | 5,99 | 901 | 4,16 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 317.691 | -4,52 | 28 | -6,90 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.770 | 883,33 | 155 | 868,75 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 89.101 | -14,13 | 7.827 | -15,66 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3.430 | 301 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 72.162 | 0,45 | 6.339 | -1,34 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 5.416 | 0,00 | 509 | 4,96 | ||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 10.712 | 4,74 | 941 | 2,84 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 123.167 | 0,76 | 10.819 | -1,04 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 7.227 | -35,95 | 635 | -37,17 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 2.410 | -21,75 | 212 | -23,27 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4.159 | -1,16 | 365 | -2,93 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 23.774 | -8,76 | 2.088 | -10,39 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 3.536 | -73,22 | 311 | -73,73 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 104.243 | -19,80 | 9.157 | -21,23 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 47.007 | 1,78 | 4.267 | 3,32 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 664.879 | 13.651,38 | 58.403 | 13.418,98 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 11.704.650 | -1,80 | 1.028.136 | -3,55 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 8.767 | 0,00 | 770 | -1,79 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 27.121 | -44,22 | 2.382 | -45,20 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 12.483 | -23,86 | 1.097 | -25,24 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 3.594 | -62,94 | 316 | -63,67 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 5.600 | 492 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3.906 | -55,74 | 343 | -56,53 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 375.339 | 7,49 | 32.970 | 5,58 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 23.954 | 0,00 | 2.104 | -1,77 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 234.126 | 1,98 | 20.566 | 0,17 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 7.790 | 0,00 | 684 | -1,72 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 2.584 | 0,86 | 227 | -1,31 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 102 | 0,00 | 9 | -11,11 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 44.739 | 1,10 | 3.930 | -0,71 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 4.573 | 11,73 | 401 | 9,86 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 28.880 | -25,20 | 2.537 | -22,28 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 2.281 | -30,39 | 200 | -31,74 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 21.774 | 0,13 | 2.044 | 1,44 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 11.063 | -8,11 | 972 | -9,76 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 6.004 | -10,05 | 527 | -11,73 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 114.560 | -14,15 | 10.063 | -15,68 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 3.035 | 0,00 | 267 | -1,85 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 31.174 | 2,04 | 2.738 | 0,22 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 23.634 | -22,99 | 2.076 | -24,38 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2.700 | 0,30 | 237 | -1,25 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 522.039 | 12,74 | 45.856 | 10,73 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4.380 | -3,31 | 385 | -5,19 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 44.415 | 4,26 | 3.901 | 2,42 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 20.861 | 0,07 | 1.962 | 3,48 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 32.239 | 1,62 | 2.832 | -0,21 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 100 | 0,00 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 7.146 | -4,55 | 628 | -6,28 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 2.401 | 0,00 | 211 | -1,87 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | FreeGulliver LLC | 5.939 | 522 | ||||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4.405 | -3,08 | 387 | -4,93 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 2.307 | 0,00 | 203 | -1,94 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 156.981 | -0,25 | 14.202 | -0,39 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-20 | 13F | White Pine Investment CO | 74.032 | 3,04 | 7 | 0,00 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 2.793 | 245 | ||||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 21.147 | 3,40 | 1.858 | 1,53 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 84.537 | 0,39 | 7.426 | -1,39 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2.523 | 0,00 | 222 | -1,78 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 15.803 | 287,23 | 1.388 | 281,32 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 874.519 | 0,22 | 79.389 | 1,74 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 64.897 | 6.167 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 16.350 | 41,63 | 1.436 | 39,15 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5.575 | -2,65 | 490 | -4,49 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 23.465 | -1,63 | 2.061 | -3,38 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 5.983 | 0,00 | 526 | -1,87 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 413 | 0,00 | 36 | 0,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 44.644 | -0,60 | 3.921 | -2,37 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 3.277 | 288 | ||||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 12.581 | -4,55 | 1.105 | -6,20 | ||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 4.031 | 354 | ||||||
| 2026-05-13 | 13F/A | MWA Asset Management | 5.651 | -0,62 | 496 | -2,36 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 12.612 | -5,11 | 1.108 | -6,82 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 6.666 | 13,52 | 586 | 11,43 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 3.646 | 0,00 | 320 | -1,84 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 158.400 | 4,41 | 13.914 | 2,55 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 150 | 0,00 | 13 | 0,00 | ||||
| 2026-01-12 | 13F | Horizon Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 527.285 | -2,18 | 46.317 | 96.391,67 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 4.595 | 0,00 | 404 | -1,71 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 2.860 | -11,76 | 251 | -13,15 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 29 | 3 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 5.097 | -2,62 | 448 | -4,49 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 4.305 | 6,53 | 378 | 4,71 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 9.188 | 0,01 | 807 | -1,71 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 19.728 | -9,15 | 1.733 | -10,77 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 610 | -85,54 | 54 | -85,94 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 5.137 | -0,54 | 477 | 3,25 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 49.986 | -20,19 | 4.391 | -21,62 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 5.413 | -7,80 | 475 | -9,52 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.832.094 | -1,29 | 248.772 | -3,04 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 23.530 | -27,33 | 2.067 | -28,64 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 226.430 | -13,79 | 19.890 | -15,33 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 13.884 | 0,00 | 1.220 | -1,77 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 2.850 | 0,00 | 250 | -1,57 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 30.386 | 0,00 | 2.669 | -1,77 | ||||
| 2026-05-14 | 13F | David R. Rahn & Associates Inc. | 18.668 | -10,61 | 1.640 | -12,21 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 10.024 | -2,89 | 881 | -4,66 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 89.773 | 0,32 | 7.886 | -1,46 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 146.342 | 2,75 | 12.855 | 0,93 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 133.853 | -0,51 | 11.758 | -2,28 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 398.649 | 4,33 | 35.017 | 2,48 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4.837 | 3,64 | 425 | 1,68 | ||||
| 2026-04-23 | 13F | Capital Management Corp /va | 2.430 | -10,00 | 213 | -11,62 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 85.737 | 7.530 | ||||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 9.491 | 43,24 | 834 | 40,71 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.440.502 | 0,78 | 302.214 | -1,01 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 19.319 | -22,18 | 1.697 | -23,60 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.706 | 0,00 | 150 | -1,97 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.499 | 132 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 76.325 | 2,90 | 6.704 | 1,07 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 14.199 | 0,00 | 1.247 | -1,73 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 237.640 | 737,32 | 20.874 | 722,46 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 485 | 0,21 | 43 | -2,33 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 19.824 | 186,02 | 1.741 | 181,26 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 50.634 | -11,02 | 4.448 | -12,62 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 73.545 | -29,08 | 6.460 | -30,34 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 186.058 | -0,13 | 16.343 | -1,90 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8.121 | 6,12 | 713 | 4,24 | ||||
| 2026-05-08 | 13F | Somerville Kurt F | 4.250 | 0,00 | 373 | -1,84 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 507.774 | -2,95 | 44.603 | -7,46 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3.811 | 356 | ||||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4.109 | -31,24 | 361 | -32,58 | ||||
| 2026-05-06 | 13F | Spectrum Wealth Advisory Group, LLC | 3.872 | 0,00 | 340 | -1,73 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 8.947 | -3,31 | 786 | -5,08 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 657.804 | 3,52 | 56.341 | -0,86 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 49.501 | -1,28 | 4.348 | -3,03 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 2.303 | 202 | ||||||
| 2026-05-06 | 13F | CNB Bank | 1.563 | 0,00 | 137 | -1,44 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 56.212 | 4,96 | 4.938 | 3,09 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 87 | 0,00 | 8 | 0,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5.652 | 0,20 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 64.192 | -23,99 | 5.641 | -25,33 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 200 | 0,00 | 18 | 0,00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 969 | -4,34 | 85 | -5,56 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 390.211 | -1,41 | 36.454 | 1,33 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 7.057 | -4,88 | 620 | -6,64 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 81.600 | -1,74 | 7.168 | -3,50 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11.345 | -1,94 | 997 | -3,68 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1.857 | -1,75 | 163 | -3,55 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.072 | 0,02 | 358 | -1,92 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 4.384 | 0,18 | 385 | -1,53 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 47.268 | -2,69 | 4.152 | -4,42 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 4.368 | 384 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 6.101 | 11,64 | 536 | 9,63 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 241.906 | 7,39 | 21.249 | 5,48 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 53.555 | -30,00 | 4.704 | -33,22 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 10.616 | -19,56 | 933 | -21,02 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 23.907 | 0,26 | 2.100 | -1,50 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 358.819 | 8,07 | 30.787 | 3,69 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 6.147 | -0,79 | 540 | -2,71 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 4.602 | -43,59 | 404 | -44,58 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 3.796 | 0,00 | 333 | -1,77 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 2.543 | 0,00 | 223 | -1,76 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 440 | 0,00 | 39 | -2,56 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 5.437 | 478 | ||||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 16.836 | 0,18 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 1.026.457 | 3,58 | 90.164 | 1,74 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F/A | Atlas Wealth LLC | 2.375 | -4,70 | 209 | -6,31 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 7.384 | -5,26 | 685 | -3,79 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 44.252 | 9,33 | 3.887 | 7,41 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 4.950 | -18,95 | 435 | -20,51 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.333 | -9,19 | 205 | -10,92 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 268 | 0,00 | 24 | 0,00 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 119.404 | 3,10 | 10.488 | 1,27 | ||||
| 2026-05-12 | 13F | Creative Planning | 219.348 | 0,76 | 19.268 | -1,03 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 5.831 | -21,14 | 512 | -22,54 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 8.673 | -9,36 | 762 | -10,99 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 8.495 | 0,00 | 760 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 614.688 | -24,07 | 54.972 | -24,07 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 12.107 | 0,43 | 1.063 | -1,39 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 106.321 | 4,32 | 9.339 | 2,47 | ||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 513.030 | -8,31 | 45.065 | -9,94 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 8.131 | -39,09 | 714 | -40,15 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 53.134 | 8,38 | 4.667 | 6,46 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 4.536 | 0,00 | 398 | -1,73 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 41.433 | 168,59 | 3.639 | 163,89 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 108.637 | -3,04 | 9.543 | -4,77 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 3.212 | 282 | ||||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.275 | 0,00 | 112 | -1,75 | ||||
| 2026-05-07 | 13F | Taiyo Life Insurance Co | 390.000 | -25,71 | 34 | -26,09 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 36.823 | 55,97 | 3.235 | 53,20 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 9.590 | 3,91 | 842 | 2,06 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 509.821 | 0,09 | 44.783 | -1,69 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 21.779 | 0,00 | 1.913 | -1,75 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 220.333 | 3,99 | 19.354 | 2,15 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 5.402 | 0,00 | 475 | -1,86 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 12.421 | -30,80 | 1.111 | -30,45 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 15.962 | -3,59 | 1.367 | -8,26 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 4.276 | 1,71 | 376 | 0,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 4.075 | 0,00 | 358 | -1,92 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 4.232 | 372 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 269.078 | -9,39 | 23.636 | -11,00 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 381 | 0,00 | 33 | -2,94 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 9.225 | 0,00 | 810 | -1,70 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 595 | 0,00 | 52 | -1,89 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 20.492 | 7,37 | 1.800 | 5,45 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 20.080 | 4,33 | 2 | 0,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 16.689 | 17,64 | 1.466 | 15,54 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 11.815 | -1,39 | 1.038 | -3,17 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 6.302 | 6,18 | 554 | 4,93 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 3.472 | 305 | ||||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 6.391 | 0,00 | 561 | -1,75 | ||||
| 2026-04-16 | 13F | Stonebridge Wealth Management, LLC | 14.870 | -6,12 | 1.306 | -7,77 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 226 | 0,89 | 20 | -5,00 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.266 | 0,00 | 111 | -1,77 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 19.674 | -14,52 | 1.728 | -16,03 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 23.966 | 0,00 | 2.143 | 0,00 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 15.138 | 0,00 | 1.330 | -1,77 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 53.023 | -8,75 | 4.658 | -10,37 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 277.773 | 24,09 | 24.400 | 21,89 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 4.800 | 0,00 | 422 | -1,86 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 36.760 | -7,74 | 3.229 | -9,40 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 158 | 14 | ||||||
| 2026-04-13 | 13F | Trust Co | 158 | 444,83 | 14 | 550,00 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 6.904 | -1,60 | 606 | -3,35 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 5.009 | -42,43 | 440 | -43,57 | ||||
| 2026-05-15 | 13F | Catherine Avery Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 18.434 | 5,36 | 1.472 | -5,88 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.010 | 81,98 | 89 | 79,59 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 114.118 | 1,98 | 10.024 | 0,17 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 7.613 | -2,48 | 669 | -4,30 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 28.611 | 15,86 | 2.513 | 13,81 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2.504 | 0,00 | 220 | -1,79 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5.789 | -2,46 | 518 | -1,90 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 7.428 | 5,81 | 653 | 3,99 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 702 | -6,02 | 62 | -7,58 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 5.485 | -6,40 | 482 | -8,21 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 197.760 | 1,60 | 17.686 | 2,13 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 25.651 | 1,39 | 2.253 | -0,40 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.570 | 0,00 | 138 | -2,14 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 533.930 | 1,15 | 47 | -2,13 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 46.910 | -3,25 | 4.121 | -4,98 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 145.669 | 0,55 | 12.796 | -1,24 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 118 | 0,00 | 10 | 0,00 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 4.845 | -7,98 | 426 | -9,57 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.393 | 122 | ||||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 28.262 | -1,09 | 2.483 | -2,86 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 96 | -10,28 | 8 | -11,11 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 567 | -73,32 | 50 | -74,21 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 38 | 0,00 | 3 | 0,00 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 203.008 | 5,17 | 17.832 | 3,29 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 8.442 | 12,16 | 742 | 10,10 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 10.264 | 0,01 | 902 | -1,74 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 2.072 | -28,67 | 182 | -29,73 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 5.129 | 0,00 | 451 | -1,75 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 48.627 | -3,60 | 4.271 | -5,32 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 739 | 291,01 | 65 | 306,25 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 1.300 | 0,00 | 114 | -1,72 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 9.232 | -74,77 | 811 | -75,24 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1.371 | 0,00 | 120 | -1,64 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 747 | 0,00 | 66 | -1,52 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 17.071 | 1,78 | 1.500 | 0,00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 70.172 | 2,28 | 6.164 | 0,46 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 3.789 | -28,76 | 333 | -30,11 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 56.400 | -13,25 | 4.954 | -14,79 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 13.871 | -0,28 | 1.218 | -2,01 | ||||
| 2026-04-02 | 13F | McAlister, Sweet & Associates, Inc. | 2.700 | 0,00 | 237 | -1,66 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 13.330 | -0,87 | 1.171 | -2,66 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 88.125 | 14,38 | 7.741 | 12,34 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 21.468 | 1,02 | 1.886 | -0,79 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 17.423 | 0,00 | 1.530 | -1,80 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.946 | -10,32 | 259 | -11,95 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 75.772 | -38,42 | 6.656 | -39,52 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 26.473 | 0,00 | 2.368 | 0,00 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 266.242 | 23.387 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 537 | 50,42 | 0 | |||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 3.518 | 0,00 | 309 | -1,59 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 27.477 | -2,04 | 2.414 | -3,79 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 89.988 | 4,55 | 7.914 | 2,81 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 716.773 | -41,53 | 63.119 | -43,18 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.672 | 147 | ||||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 4.192 | -13,08 | 368 | -14,62 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.162 | -30,55 | 462 | -30,26 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.149.149 | 5,95 | 100.941 | 4,06 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 10.342 | 0,00 | 908 | -1,73 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 400 | 0,00 | 35 | 0,00 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 1.286 | 345 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 940.629 | 1,55 | 82.625 | -0,25 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 17.831 | 106,59 | 2 | |||||
| 2026-05-07 | 13F | First National Trust Co | 48.687 | -12,44 | 4.277 | -14,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 16.881 | 1,88 | 1.483 | 0,07 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2.481 | 0,00 | 222 | 0,45 | ||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 165.524 | 2,01 | 14.540 | 0,20 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 1.340 | -91,64 | 118 | -91,84 | ||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 135.309 | 2,65 | 11.886 | 0,82 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 3.613 | 37,74 | 323 | 38,63 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 2.412 | 3,83 | 212 | 1,44 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 4.838 | 0,27 | 425 | -1,39 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 510.077 | -0,95 | 44.805 | -2,71 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 56.023 | -14,06 | 5.268 | -11,34 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 3.578 | 0,03 | 314 | -1,57 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 11.572 | -8,50 | 1.016 | -10,17 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 4.900 | 430 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8.322 | -10,28 | 731 | -11,82 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 4.266 | 0,35 | 375 | -5,32 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 1.296 | 0,00 | 114 | -1,72 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 121.807 | 18,86 | 10.700 | 16,75 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 56.263 | 14,29 | 4.942 | 12,27 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 328.365 | -1,80 | 28.844 | -3,54 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 5.822 | 0,00 | 511 | -1,73 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 5.080 | 0,00 | 446 | -1,76 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 127.643 | 2,56 | 11.212 | 0,74 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 5.398 | -2,03 | 474 | -3,66 | ||||
| 2026-05-08 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6.326 | 556 | ||||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 5.291 | 12,77 | 465 | 10,74 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 97.143 | -22,09 | 9.248 | -17,07 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 42.419 | 2,40 | 3.726 | 0,59 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 751 | -53,93 | 66 | -55,17 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 4.761 | 5,26 | 418 | 3,47 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 2.743 | 0,15 | 241 | -3,61 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 11.445 | 90,24 | 1.075 | 99,81 | ||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 38.219 | -35,71 | 3.588 | -35,46 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 138 | 0,00 | 12 | 0,00 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 66.263 | -0,02 | 5.821 | -1,81 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 100.828 | 241,43 | 8.857 | 235,45 | ||||
| 2026-04-24 | 13F | United Community Bank | 7.849 | -0,63 | 689 | -2,41 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 8.318 | -91,39 | 731 | -91,55 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 41.771 | -0,49 | 3.669 | -2,24 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 3.272 | 287 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 86.701 | -2,96 | 7.616 | -4,68 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 6.895 | -10,72 | 606 | -12,32 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 2.469 | 217 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 20.784 | 0,19 | 1.826 | -1,62 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 350 | 31 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 151.687 | -16,72 | 13.324 | -18,21 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 18.340 | 1,04 | 1.611 | -0,74 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 193.059 | 0,18 | 16.958 | -1,60 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 17.709 | 28,49 | 1.556 | 26,84 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 541 | 48 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14.059 | -2,89 | 1.235 | -4,64 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 10.345 | 0,00 | 909 | -1,84 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 411.010 | -0,57 | 36.103 | -2,34 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 3.240 | 0,28 | 285 | -1,39 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 96.530 | -9,02 | ||||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 2.284 | 0,00 | 201 | -1,96 | ||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 4.543 | 0,00 | 427 | 4,93 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.589.945 | 5,68 | 227.501 | 3,80 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 64.100 | 1,89 | 5.631 | 0,07 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 41.794 | -4,69 | 3.671 | -6,38 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 490.870 | 2,25 | 43.118 | 0,43 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 9.292 | 0,22 | 816 | -1,57 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.195 | 42,94 | 105 | 40,54 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 5.489 | -3,48 | 482 | -5,12 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 316 | 0,00 | 28 | -3,57 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 1.640 | -46,41 | 144 | -47,25 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 58.293 | 1,30 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 829.962 | 0,84 | 72.904 | -0,95 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 7.439 | -2,35 | 653 | -4,11 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 17.179 | -7,85 | 1.509 | -9,48 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 3.268 | 0,00 | 287 | -1,71 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 42.494 | -5,32 | 3.733 | -7,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 23.537 | 0,03 | 2.067 | -1,76 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 7.042 | 0,18 | 619 | -1,59 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 8.988.724 | 5,60 | 789.570 | 3,72 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 4.617 | 406 | ||||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 294.509 | 15,37 | 25.870 | 13,32 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2.246 | -0,80 | 201 | -0,50 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 63.806 | 1,58 | 5.605 | -0,23 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 14.550 | -4,11 | 1.278 | -5,75 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 6.371 | 1,92 | 560 | 0,18 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 8.080 | -4,04 | 710 | -5,84 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 31.678 | -18,77 | 2.782 | -20,22 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 3.290 | 289 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 39.373 | 5,78 | 3.459 | 3,91 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 296.463 | -0,66 | 26.041 | -2,43 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 65.585 | 39,98 | 5.761 | 37,49 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 57.493 | -1,93 | 5.142 | 9,83 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 17.546 | 0,04 | 1.541 | -1,72 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 37.227 | 30,71 | 3.270 | 28,35 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 20.935 | -5,55 | 1.839 | -7,27 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 10.991 | 12,52 | 1 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 242 | 0,00 | 21 | 0,00 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 26.399 | -7,58 | 2.319 | -9,24 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 250 | 0,00 | 22 | -4,55 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 3.198 | 0,03 | 281 | -1,75 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 14.965 | 14,22 | 1.315 | 12,21 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 180.457 | -12,92 | 15.456 | -17,17 | ||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 9.299 | -76,28 | 817 | -76,73 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 59.790 | -1,61 | 5.252 | -3,37 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 7.362 | 647 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.347 | 0,00 | 206 | -1,44 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 12.178 | 5,66 | 1.070 | 3,79 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 27.811 | -1,30 | 2.443 | -3,06 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 603.626 | -3,16 | 53.023 | -4,88 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 15.737 | -6,67 | 1.382 | -8,29 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 30.136 | -2,36 | 2.647 | -4,09 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 2.896 | 0,00 | 254 | -1,55 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 3.162 | 0,00 | 278 | -1,77 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 52.295 | 0,73 | 4.594 | -1,06 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.355 | 0,00 | 207 | -1,90 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 209.339 | -26,91 | 18.388 | -28,21 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 104.620 | -0,35 | 9.190 | -2,13 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 49.016 | 13,43 | 4.306 | 11,41 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 21.562 | -23,75 | 1.894 | -25,12 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 8.974 | 1,34 | 788 | -0,38 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 467 | 41 | ||||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 4.375 | 384 | ||||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 10.323 | -5,85 | 907 | -7,55 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 3.730 | -1,30 | 328 | -2,97 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 27.028 | -84,97 | 2.374 | -85,30 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 18.715 | 20,28 | 1.644 | 18,12 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 745 | 0,27 | 65 | -1,52 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 11.696.187 | -4,97 | 1.027.393 | -6,66 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3.157 | 277 | ||||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 45.541 | -16,30 | 4.027 | -17,24 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 39.955 | -1,24 | 3.510 | -2,99 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 9.112 | -0,14 | 1 | |||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 89.238 | 106,67 | 7.832 | 102,90 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 106 | 19,10 | 9 | 0,00 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 5.906 | 112,52 | 519 | 108,87 | ||||
| 2026-05-05 | 13F | PFG Advisors | 14.782 | -32,16 | 1.298 | -33,37 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 760 | -69,65 | 67 | -70,40 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 2.777 | 17,77 | 244 | 15,71 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 11.275 | 1,36 | 992 | -0,30 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 9 | 1 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 9.291 | 50,85 | 816 | 47,29 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 3.337 | 0,00 | 293 | -1,68 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 389.160 | -26,09 | 15.505 | -67,08 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 2.925 | 0,00 | 257 | -1,92 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 3.798 | 0,18 | 334 | -1,77 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 5.117 | 0,00 | 449 | -1,75 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 7.544 | 16,67 | 663 | 14,53 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 96.363 | 3,51 | 8.465 | 1,67 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 34.774 | -54,95 | 3.055 | -55,76 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 9.390 | -22,52 | 827 | -23,73 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 13.862 | -3,74 | 1.218 | -5,44 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 14.218 | 6,20 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 2.278 | 0,00 | 200 | -1,48 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 73.818 | -9,91 | 6.484 | -11,51 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 115 | 10 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 232.570 | 1,91 | 20.429 | 0,10 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 135.254 | 5,40 | 11.881 | 3,53 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 12.812 | 0,25 | 1.125 | -1,49 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 4.236 | -81,72 | 372 | -82,04 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 207.969 | 5,35 | 18.268 | 3,48 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 4.911 | 0,29 | 431 | -1,37 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 3.783 | -10,57 | 332 | -12,17 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 86.579 | 2,00 | 7.605 | 0,20 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 1.724 | 0,00 | 151 | -1,95 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 3.600 | -1,04 | 316 | -2,77 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 70.737 | -5,15 | 6.214 | -6,84 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 2.714 | 250 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 22.136 | 44,38 | 1.944 | 41,79 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3.370 | 0,00 | 296 | -1,66 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 3.332 | 0,00 | 293 | -1,68 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 30.979 | 6,08 | 2.721 | 4,21 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 497.887 | 3,02 | 43.734 | 1,19 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 94.746 | -10,27 | 8.324 | -11,86 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 44.150 | -61,69 | 3.878 | -62,38 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 26.386 | 2.318 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 27.828 | -1,07 | 2.444 | -2,82 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 2.483 | -24,21 | 218 | -25,34 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2.400 | 0,00 | 211 | -1,87 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 3.445 | 0,00 | 303 | -1,95 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 4.787 | -0,40 | 420 | -2,10 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 1.221 | 0,00 | 107 | -1,83 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 140.238 | 1,44 | 12.318 | -0,36 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 227.624 | -30,08 | 19.995 | -31,33 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 2.443 | 0,00 | 215 | -1,83 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 64.346 | -20,13 | 5.388 | -25,21 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 6.168 | 160,80 | 70 | 169,23 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 770.424 | 0,50 | 67.674 | -1,28 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 170 | -11,46 | 15 | -17,65 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 7.088 | 0,00 | 623 | -1,74 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 520.236 | 27,91 | 46 | 25,00 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 9.627 | -4,87 | 846 | -6,63 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 4.726 | -7,89 | 415 | -9,39 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 3.362 | 25,92 | 295 | 23,95 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 568.241 | 23,71 | 49.914 | 21,51 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 568.471 | -7,80 | 49.934 | -9,44 | ||||
| 2026-04-23 | 13F | American National Bank | 787 | 0,00 | 69 | -1,43 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 4.986 | 0,00 | 438 | -1,80 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 2.804 | 0,00 | 246 | -1,60 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 2.567 | -48,30 | 0 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 14.450 | -9,30 | 1.269 | -10,88 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 4.798 | 88,45 | 421 | 85,46 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 11.946 | 7,62 | 1.049 | 5,75 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 200 | 0,00 | 18 | 0,00 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 4.109 | -36,11 | 361 | -37,39 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 263.766 | -2,07 | 23.169 | -3,82 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 18.612 | -3,91 | 1.635 | -5,66 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1.411 | 1,44 | 124 | -0,81 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 29.466 | 0,52 | 2.588 | -1,26 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 525 | 0,00 | 46 | 0,00 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 111.860 | 0,23 | 9.826 | -1,55 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6.031 | -2,08 | 530 | -3,82 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 60.023 | 12,01 | 5.272 | 10,02 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 15 | 0,00 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 36.291 | -3,48 | 3.208 | -5,76 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 4.980 | 0,00 | 437 | -1,80 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 4.387 | 0,00 | 385 | -1,79 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 498.699 | -3,49 | 43.806 | -5,20 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Choice Wealth Advisors, LLC | 327.972 | 1,66 | 28.809 | -0,15 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 813.128 | -3,35 | 71.425 | -5,07 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 723.634 | -35,24 | 63.564 | -36,39 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 2.393 | -93,73 | 210 | -93,85 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 363 | 0,00 | 32 | -3,12 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 409.789 | 5,60 | 35.996 | 3,72 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 1.027 | 0,00 | 90 | -1,10 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 112 | 1,82 | 0 | |||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 23.601 | 2,01 | 2.073 | 0,19 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 2.401 | 0 | ||||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 2.321 | 0,00 | 208 | 0,00 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 930.174 | 3,38 | 81.706 | 1,55 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 227 | 0,00 | 20 | -5,00 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 26.723 | -1,57 | 2.363 | -2,64 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 5.673 | 10,76 | 498 | 8,73 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 4.365 | 0,05 | 383 | -1,79 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 8.569 | -50,34 | 753 | -51,26 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 11.377 | 14,35 | 999 | 12,37 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 9.294 | 36,80 | 1 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 26.720 | -1,23 | 2.347 | -2,98 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 58.165 | -1,85 | 5.109 | -3,59 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 9.825 | 0,00 | 863 | -1,71 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 283.428 | 10,72 | 24.896 | 8,76 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 14.880 | 3,63 | 1.397 | 6,80 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 282.700 | -13,22 | 24.832 | -14,76 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 9.174 | -6,13 | 806 | -7,79 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 317 | 0,00 | 28 | -3,57 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 2.655 | 0,00 | 235 | -2,50 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 41.741 | 0,00 | 3.667 | -1,77 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 58.442 | -52,71 | 5.134 | -53,55 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 7.278 | -9,43 | 639 | -11,00 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 17.063 | 5,07 | 1.499 | 3,17 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 5.396 | -75,15 | 474 | -75,64 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.133 | 0,28 | 187 | -1,58 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 73.709 | -8,49 | 6.242 | -13,36 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 519 | 46 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 26.904 | -4,89 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 2.880 | -77,73 | 253 | -78,11 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 582 | 0 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 36 | -33,33 | 3 | -25,00 | ||||
| 2026-05-07 | 13F | Fox Financial, Inc | 5.512 | -0,76 | 484 | -2,42 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 6.910 | -0,36 | 607 | -2,26 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 379.846 | 3,08 | 33.366 | 1,25 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 3.687 | -13,39 | 324 | -15,00 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 51.910 | -0,40 | 4.560 | -2,19 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 94.093 | 238,76 | 8.265 | 232,86 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 28.723 | 2,65 | 2.523 | 0,84 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 1.079.247 | -29,70 | 94.801 | -30,95 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 120.485 | 4,62 | 10.575 | 2,67 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 3.991 | 351 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 134 | -72,08 | 12 | -74,42 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 77 | 7 | ||||||
| 2026-04-24 | 13F | Bayban | 36 | 0,00 | 3 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 63.729 | 0,67 | 5.598 | -1,13 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 7.038 | 101,78 | 618 | 98,71 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.766.363 | 3,28 | 242.997 | 1,44 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 7.762 | 0,00 | 682 | -1,87 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 406.724 | 4,14 | 35.727 | 2,29 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 70.126 | 2,65 | 6.160 | 0,82 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 365.552 | 1,52 | 32.110 | -0,29 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 42.808 | 480,21 | 3.760 | 470,56 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 23.666 | 11,82 | 2.079 | 9,83 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 7.048 | 27,61 | 619 | 25,56 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 10.010 | -3,42 | 879 | -5,08 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 217.227 | -15,80 | 19.081 | -17,29 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 597.611 | -8,93 | 52.503 | -10,54 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 856.692 | 12.667,39 | 75.252 | 12.441,83 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 390.416 | -5,15 | 34.294 | -6,84 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 12.922 | -0,01 | 1.135 | -1,73 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 177.509 | 96,67 | 15.592 | 93,19 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 23.670 | 2.079 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 231 | -21,69 | 21 | -23,08 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 33.149 | -16,28 | 2.912 | -17,77 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 549 | 20,13 | 48 | 20,00 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 70.224 | 23,93 | 6.169 | 21,73 | ||||
| 2026-05-08 | 13F | Cetera Trust Company, N.A | 200 | -42,36 | 18 | -45,16 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 581.216 | 3,04 | 51.054 | 1,21 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 761.831 | -0,09 | 66.901 | -1,89 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 22.315 | 9,26 | 1.960 | 7,34 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 104.374 | -8,91 | 9.168 | -10,53 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.654.013 | -1,74 | 145.289 | -3,49 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 3.320 | -11,68 | 292 | -13,39 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 6.278 | -97,88 | 561 | -97,87 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 24.765 | -3,91 | 2.175 | -5,60 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4.635 | 12,64 | 407 | 10,60 | ||||
| 2026-05-13 | 13F | Ridge Creek Global, Inc | 16.960 | 0,00 | 1.490 | -1,78 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 10.591 | -46,47 | 1 | -100,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.157.249 | -8,18 | 189.493 | -9,82 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 78.907 | -14,01 | 6.951 | -15,30 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.215.864 | 19,64 | 106.802 | 17,51 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 515 | 0,00 | 45 | -2,17 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 5.289 | -0,41 | 465 | -2,11 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 155 | 0,00 | 14 | 0,00 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 4.833 | 0,27 | 426 | -1,39 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 21.818 | 0,00 | 1.917 | -1,79 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 722.416 | -11,72 | 63.457 | -13,29 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Trust Point Inc. | 9.696 | 0,00 | 852 | -1,85 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 318.370 | 5,32 | 27.966 | 3,44 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 197.697 | 2,84 | 17.366 | 1,01 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 717.040 | 1,88 | 62.985 | 0,07 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 332.954 | 1,25 | 29.247 | -0,55 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 5.510 | -10,83 | 484 | -12,50 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 12.815 | -0,30 | 1.126 | -2,09 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 4.489 | -11,77 | 394 | -13,41 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 9.625 | -6,70 | 845 | -8,35 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 3.313 | -13,57 | 291 | -14,91 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Addison Advisors LLC | 1.311 | 11,57 | 115 | 9,52 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 2.790 | -69,86 | 245 | -70,37 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 16.608 | 0,12 | 1.459 | -1,69 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 19.138 | 1.681 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 6.734 | 3,78 | 640 | 5,97 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 3.604 | 317 | ||||||
| 2026-04-23 | 13F | Fairman Group, LLC | 200 | 0,00 | 18 | 0,00 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 14.347 | -40,79 | 1.260 | -41,83 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 6.992 | 0,00 | 614 | -1,76 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 13.006 | -0,02 | 1.142 | -1,81 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 13.024 | 11,13 | 1.144 | 9,69 | ||||
| 2026-04-24 | 13F | Williams Financial, LLC | 139.329 | -0,62 | 12.239 | -2,38 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 9.534 | -53,34 | 837 | -54,19 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 3.091 | 272 | ||||||
| 2026-04-16 | 13F | Davis Capital Management | 56 | 0,00 | 5 | -20,00 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 3.000 | -18,92 | 264 | -20,30 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 52.813 | 4.639 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 53.499 | 2,54 | 4.699 | 0,73 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 307.503 | 26.978 | ||||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 9.988 | 0,22 | 877 | -1,57 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 10.166 | -23,94 | 893 | -25,36 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 2.621 | 0,15 | 230 | -1,71 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 55.880 | -2,11 | 4.908 | -4,75 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 123.241 | -0,77 | 10.826 | -2,54 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 14.470 | 9,39 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 574.692 | -0,60 | 50.481 | -2,37 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 85.279 | -0,01 | 7.491 | -1,80 | ||||
| 2026-05-08 | 13F | Cm Wealth Advisors Llc | 6.300 | 0,00 | 553 | -1,78 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 4.405 | 0,00 | 387 | -3,98 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 1.194 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1.354 | 0,30 | 119 | -1,67 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 7.603 | -95,64 | 668 | -95,73 | ||||
| 2026-01-29 | 13F | Comerica Bank | 854.542 | 11,71 | 76.422 | 12,30 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 7.693 | -1,41 | 676 | -3,16 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 6.718 | -0,59 | 590 | -2,32 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 104 | 0,00 | 9 | 0,00 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 51.280 | -0,07 | 4.504 | -2,53 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8.944 | 21,57 | 786 | 19,48 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 258.309 | -5,19 | 22.842 | -8,43 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 236.963 | -3,93 | 21 | -9,09 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 385 | 0,00 | 34 | -2,94 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 7.050 | 0,00 | 619 | -1,75 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 17.666 | -1,88 | 1.552 | -3,66 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 6.167 | 97,91 | 542 | 94,60 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 22.263 | 2,58 | 1.956 | 0,77 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 3.717 | -14,96 | 327 | -16,41 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 2.833 | -0,63 | 249 | -2,36 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 6.841.705 | -2,81 | 600.993 | -4,53 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 43.175 | 56,73 | 3.793 | 53,96 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 5.647 | -13,52 | 496 | -15,07 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 12.418 | -9,05 | 1.091 | -10,73 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 30.481 | -0,10 | 2.677 | -1,87 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 869 | 0,00 | 77 | -1,30 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 49 | 0,00 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 417 | 36 | ||||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 193.500 | 1,55 | 16.997 | -0,25 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 19.021 | 2,48 | 1.671 | 0,66 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 42.841 | 0,62 | 3.876 | 0,83 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 4.814 | 0,02 | 423 | -1,86 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 5.524 | -5,00 | 485 | -6,73 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 41.372 | 2,38 | 3.634 | 0,58 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 11.557 | -0,58 | 1.015 | -2,31 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 217.078 | 12,40 | 19.068 | 10,40 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 17.371 | -1,79 | 1.526 | -3,54 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 316.695 | -5,67 | 27.819 | -7,34 | ||||
| 2026-04-16 | 13F | Friday Financial | 4.900 | -7,55 | 430 | -9,09 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 1.030 | 0,00 | 90 | -2,17 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 391.711 | 1,02 | 34.408 | -0,78 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 18.098 | -2,68 | 1.600 | -3,79 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 18.470 | 16,94 | 1.622 | 14,87 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 27.817 | -1,30 | 2.443 | -3,06 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 44.575 | 5,76 | 3.915 | 3,87 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 29.154 | -7,34 | 2.561 | -8,99 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 8.986 | -1,10 | 789 | -2,83 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 10.006 | -4,56 | 879 | -6,60 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 807 | 34,50 | 71 | 32,08 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 13.038 | -2,49 | 1.145 | -4,18 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 25.759 | 9,06 | 2.304 | 9,61 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 27.759 | 58,04 | 2.438 | 55,29 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 200.179 | 1,87 | 17.584 | 0,05 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 3.400 | 0,00 | 299 | -1,97 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | 1st Source Bank | 6.803 | 0,00 | 598 | -1,81 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25.050 | 8,40 | 2.200 | 6,49 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 7.220.684 | 4,48 | 634.265 | 2,63 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 12.931 | -2,97 | 1.237 | 6,45 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 262 | 0,00 | 23 | 0,00 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 5.591 | 0,02 | 518 | 3,40 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 3.012 | -4,02 | 265 | -5,71 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 81 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.358.683 | 3.150,98 | 121.507 | 3.168,93 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 116.174 | -2,57 | 10.205 | -4,30 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 2.906 | -7,42 | 255 | -8,93 | ||||
| 2026-05-07 | 13F | Alpha Zero LLC | 117.853 | 4,14 | 10.352 | 2,29 |
How Much do you Like Fintel?
Other Listings
| US:DGRW | 97,85 $ |