Grundlæggende statistik
| Institutionelle ejere | 1438 total, 1432 long only, 0 short only, 6 long/short - change of -1,63% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3424 % - change of -13,74% MRQ |
| Institutionelle aktier (lange) | 68.379.110 (ex 13D/G) - change of -2,89MM shares -4,74% MRQ |
| Institutionel værdi (lang) | $ 10.240.280 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Select Dividend ETF (MX:DVY) har 1438 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 68,379,110 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Pnc Financial Services Group, Inc., Northern Trust Corp, Royal Bank Of Canada, LPL Financial LLC, Bank of New York Mellon Corp, Jpmorgan Chase & Co, and Envestnet Asset Management Inc .
iShares Trust - iShares Select Dividend ETF (BMV:DVY) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | MAI Capital Management | 81.582 | -3,37 | 12.352 | 3,67 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 40.358 | -1,44 | 6.111 | 5,73 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 5.908 | -0,10 | 895 | 7,19 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 105 | 0,00 | 16 | 7,14 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 46.179 | 0,00 | 6.992 | 7,27 | ||||
| 2026-04-22 | 13F | Vicus Capital | 1.514 | -20,27 | 229 | -14,55 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.621 | 0,00 | 229 | -0,87 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 24.194 | 0,25 | 3.663 | 7,55 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 304 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1.510 | 0,00 | 229 | 7,04 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 2.423 | -5,43 | 367 | 1,39 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 10.985 | 0,11 | 1.663 | 7,43 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.500 | 0,00 | 227 | 7,58 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 41.653 | 4,61 | 6.307 | 12,21 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 887 | 134 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 4.377 | -0,59 | 663 | 6,60 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 1.373 | 0 | ||||||
| 2026-04-29 | 13F | Unified Investment Management | 1.627 | 0,00 | 246 | 7,42 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 1.406 | -69,14 | 213 | -67,03 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 11.012 | 10,27 | 1.667 | 18,31 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 1.633 | 0,00 | 246 | 6,49 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 127 | 0,00 | 19 | 11,76 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 12.527 | 12,26 | 1.909 | 10,22 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 3.650 | 0,11 | 553 | 7,39 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 5.274 | 14,43 | 799 | 22,77 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 248 | 0,00 | 38 | 5,71 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 1.602 | -1,48 | 243 | 5,68 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 1.979 | 0,00 | 300 | 14,12 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 259 | -53,50 | 39 | -50,00 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 3.504 | 531 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 9.917 | -41,39 | 1.522 | -36,31 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 3.500 | 0,00 | 530 | 7,30 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 2.302 | -36,51 | 349 | -31,90 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 4.098 | 0,52 | 621 | 7,83 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1.038 | 0,00 | 157 | 7,53 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 6.952 | 0,12 | 1.053 | 7,35 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.103.131 | -0,75 | 167.025 | 6,47 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 1.562 | -0,89 | 237 | 6,31 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 14.362 | 4,92 | 2.175 | 12,58 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 10.231 | 2,08 | 1.549 | 9,55 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 478 | 0,63 | 72 | 7,46 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 311.822 | 2,73 | 47.213 | 10,20 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3.644 | 558 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 2.877 | 406 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 13.062 | -0,49 | 1.978 | 6,75 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 1.511 | 0,00 | 229 | 7,04 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 6.448 | 22,84 | 976 | 31,89 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 16.197 | 1,43 | 2.452 | 8,83 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 348 | 0,00 | 53 | 6,12 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5.400 | 49,92 | 818 | 60,83 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.979 | 0,41 | 300 | 7,55 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 5.591 | 0,00 | 847 | 7,22 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 5.420 | 1,92 | 821 | 9,33 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 2.233 | 0,00 | 338 | 7,30 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 2.033 | -12,86 | 0 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co | 6.485 | -0,86 | 982 | 6,28 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 10.470 | 3,37 | 1.585 | 10,92 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.845 | 0,71 | 279 | 8,14 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 1.480 | -51,65 | 224 | -48,15 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 1.459 | 0,00 | 221 | 7,32 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 184 | 3,37 | 28 | 8,00 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 7.585 | -28,77 | 1.148 | -23,57 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 30.911 | -2,75 | 4.680 | 4,32 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 3.359 | -0,86 | 509 | 6,28 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 1.788 | 0,00 | 271 | 7,14 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13.940 | 128,60 | 1.967 | 127,14 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 76 | 1,33 | 11 | 10,00 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 2.000 | 0,00 | 303 | 7,09 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 315 | 0,00 | 48 | 6,82 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 10.781 | 2,83 | 1.632 | 10,34 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | First Horizon Corp | 11.600 | -16,12 | 1.756 | -9,99 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 95.057 | -30,18 | 14.358 | -25,29 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 242.901 | -5,27 | 36.778 | 1,62 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 3.556 | 40,06 | 538 | 50,28 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8.828 | 11,70 | 1.337 | 19,82 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 2.150 | 326 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 251 | -14,33 | 38 | -7,32 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 2.000 | 0,00 | 303 | 7,09 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.888 | 8,19 | 286 | 15,85 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 9.694 | 18,67 | 1.468 | 27,23 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2.515 | -0,24 | 381 | 7,04 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 53.154 | 29,13 | 7.947 | 36,80 | ||||
| 2026-04-29 | 13F | Invested Advisors | 4.814 | -0,23 | 729 | 6,90 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 3.685 | 8,38 | 520 | 7,66 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2.360 | 0,30 | 357 | 7,53 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1.569 | 9,49 | 238 | 17,33 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 109.595 | -9,15 | 16.594 | -2,55 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 9.951 | 33,25 | 1.512 | 43,45 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2.512 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 19.187 | 2,69 | 2.905 | 10,16 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 10.611 | -0,14 | 1.607 | 7,14 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4.366 | 0,00 | 661 | 7,31 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 4 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 30.203 | 5,63 | 4.573 | 13,31 | ||||
| 2026-01-23 | 13F | First PREMIER Bank | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Maia Wealth LLC | 1.595 | 0,13 | 241 | -3,21 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 23.664 | -2,60 | 3.583 | 4,46 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 53.087 | 19,75 | 8.038 | 28,46 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 21.145 | 1,69 | 3.202 | 9,10 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1.094 | 0,00 | 166 | 7,14 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 8.215 | 2,11 | 1.244 | 9,52 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 4.948 | 0,00 | 749 | 7,31 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 31.542 | -5,48 | 4.776 | 1,38 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 2.210 | 99 | ||||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 1.944 | 0,00 | 294 | 7,30 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 2.283 | 0,00 | 346 | 7,14 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 6.157 | -1,12 | 932 | 6,15 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 89.086 | -6,14 | 13.489 | 0,69 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5.906 | -0,29 | 903 | 2,27 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 19.964 | 48,52 | 3.023 | 59,30 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 7.997 | 0,36 | 1.211 | 7,65 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 8.255 | 14,64 | 1.250 | 22,93 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 2.169 | 328 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 135.137 | 0,87 | 20.461 | 8,22 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 1.378 | -26,58 | 209 | -21,21 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.064 | 0,10 | 464 | 7,42 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1.211 | 0,00 | 183 | 7,65 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 3.370 | 0,00 | 510 | 7,37 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 485.314 | 27,19 | 73.510 | 36,43 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 6.980 | 0,00 | 1.047 | 5,54 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 9.064 | 0,00 | 1.372 | 7,27 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 1.519 | -0,91 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3.255 | 589,62 | 492 | 643,94 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 6.895 | 13,65 | 1.044 | 21,85 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 49 | 0,00 | 7 | 16,67 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 22.961 | 4,63 | 3.241 | 3,91 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.643 | 0,00 | 249 | 7,36 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 2.036 | 0,00 | 308 | 7,32 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 2.972 | 1,92 | 450 | 8,43 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 14.690 | 37,28 | 2.224 | 47,28 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 9.550 | -4,15 | 1.446 | 2,77 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 766 | -18,07 | 116 | -12,21 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 11.400 | -33,72 | 1.726 | -28,88 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 88 | 0,00 | 13 | 8,33 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 34.126 | 5.167 | ||||||
| 2026-05-13 | 13F | Fogel Capital Management, Inc. | 2.345 | 0,00 | 355 | 7,58 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 13.429 | 0,99 | 2.033 | 8,37 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 2.076 | 0,00 | 314 | 7,17 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 14.670 | -3,38 | 2.221 | 3,69 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2.241 | 0,00 | 339 | 7,28 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 8.969 | 0,00 | 1.358 | 7,27 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1.358 | 206 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 6.128 | -34,78 | 865 | -35,28 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 19.580 | 0,62 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 184.182 | -63,58 | 27.887 | -60,93 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 1.820 | -14,15 | 276 | -8,03 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 6.443 | -33,53 | 976 | -28,73 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 4.260 | -1,16 | 645 | 6,09 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 343 | 0,00 | 52 | 6,25 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 2.617 | -12,97 | 0 | |||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 3.997 | -0,97 | 605 | 6,33 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1.354 | -4,65 | 205 | 0,99 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 28.112 | -5,67 | 4.256 | 1,19 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 31.840 | 222,66 | 5 | 300,00 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2.854 | -2,46 | 432 | 4,85 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 15.570 | -13,36 | 2.357 | -7,06 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 14.206 | 0,06 | 2.151 | 7,34 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 993 | 0,00 | 150 | 7,14 | ||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 176.755 | 8,92 | 27 | 18,18 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 2.548 | 0,00 | 386 | 7,24 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 154 | 0,00 | 23 | 9,52 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1.721 | 0,00 | 261 | -2,62 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 15.749 | 2,16 | 2.385 | 9,61 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 8.571 | 0,55 | 1.298 | 7,28 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2.024 | 32,81 | 306 | 42,33 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 9.462 | 0,34 | 1.433 | 7,67 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5.274 | 94,33 | 798 | 108,36 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 3.294 | 0,00 | 499 | 7,33 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4.080 | 6,67 | 618 | 14,47 | ||||
| 2026-04-14 | 13F | Legacy Trust | 7.835 | 0,00 | 1.186 | 7,33 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 4.392 | 0,00 | 665 | 7,43 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 13.493 | 1,80 | 2.043 | 9,20 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 100 | 0,00 | 15 | 7,14 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 9.536 | 1,12 | 1.444 | 8,50 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 23.315 | 0,03 | 3.530 | 7,33 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 15.231 | 1,80 | 2.150 | 0,94 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 18.191 | -1,61 | 2.754 | 5,56 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 31.760 | 0,74 | 4.809 | 8,07 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 1.599 | -16,89 | 242 | -10,70 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 3.551 | -4,05 | 538 | 2,87 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 98 | 0,00 | 15 | 7,69 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 20.772 | 4,49 | 3.145 | 12,12 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 9.395 | 0,00 | 1.422 | 7,24 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 6.843 | -5,52 | 1.036 | 1,37 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 4.296 | -0,88 | 650 | 6,38 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 4.902 | 0,00 | 742 | 7,38 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 39.372 | -0,40 | 5.961 | 6,85 | ||||
| 2026-01-29 | 13F | Comerica Bank | 427.919 | -1,24 | 60.396 | -1,91 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.127 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2.713 | -50,00 | 411 | -47,90 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 27 | 0,00 | 4 | 0,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5.908 | 4,34 | 895 | 11,89 | ||||
| 2026-05-08 | 13F | Dale Q Rice Investment Management Ltd | 6.257 | -0,43 | 947 | 6,88 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 1.364 | 206 | ||||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 1.450 | 0,76 | 220 | 7,88 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 1.640 | 0,00 | 248 | 7,36 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 497 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 16.925 | -0,08 | 2.563 | 7,20 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18.804 | -11,80 | 3 | -33,33 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 4.456 | 0,00 | 675 | 7,32 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 10.495 | 8,64 | 1.589 | 16,58 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Cabana Llc | 5.772 | -15,29 | 874 | -9,05 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 2.383 | -0,75 | 361 | 6,51 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 54.073 | -16,49 | 8.187 | -10,41 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 8.571 | 15,25 | 1.298 | 23,64 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 283.465 | -0,69 | 42.919 | 6,54 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 5.000 | 0,00 | 757 | 7,38 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 660 | 0,00 | 100 | 6,45 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 8.270 | -0,28 | 1.252 | 7,01 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 11.940 | -15,72 | 1.808 | -9,60 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 3.347 | 0,00 | 507 | 7,20 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 2.613 | 0,19 | 396 | 7,34 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.247 | 0,73 | 189 | 8,05 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 2.784 | -2,93 | 421 | 4,21 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4.006 | -4,05 | 607 | 2,89 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 16.656 | 0,00 | 2.522 | 7,28 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 250 | 0,00 | 38 | 5,71 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 768.498 | -1,45 | 116.358 | 5,72 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 1.350 | 204 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3.190 | -1,27 | 483 | 5,70 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 4.712 | 0,00 | 713 | 7,22 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 3.154 | 0,67 | 478 | 7,92 | ||||
| 2026-05-01 | 13F | Clientfirst Wealth Management, LLC | 2.285 | 0,00 | 346 | 7,14 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 1.395 | 211 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 300 | 0,00 | 45 | 7,14 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 21.419 | -8,84 | 3.243 | -2,20 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Peoples Bank/KS | 14.638 | 2,20 | 2.216 | 9,65 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 2.797 | -0,18 | 424 | 7,09 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 5.795 | 0,00 | 877 | 7,34 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 9.809 | 0,00 | 1.485 | 7,30 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 71.361 | 5,12 | 10.805 | 12,76 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 750 | 114 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 104.112 | -0,52 | 15.764 | 6,72 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 79.441 | 22,90 | 12.028 | 31,84 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 28.455 | -2,53 | 4.308 | 4,56 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 4.745 | 0,30 | 670 | -0,45 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 1.638 | 0,00 | 248 | 7,36 | ||||
| 2026-02-13 | 13F | Diametric Capital, LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 2.791 | 423 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 1.531 | -7,83 | 232 | -1,28 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 1.450 | 0,00 | 220 | 7,35 | ||||
| 2026-05-11 | 13F | Commerce Bank | 280.769 | 1,89 | 42.511 | 9,30 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 6.835 | -8,89 | 1.035 | -2,27 | ||||
| 2026-05-11 | 13F | United Bank | 2.399 | 0,00 | 363 | 7,40 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 2.388 | 1,23 | 362 | 8,41 | ||||
| 2026-05-14 | 13F | Trace Wealth Advisors, LLC | 5.804 | 0,00 | 879 | 7,20 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 8.228 | -0,93 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 238.781 | 8,18 | 36 | 16,13 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 1.533 | -8,31 | 232 | -1,28 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3.994 | 0,00 | 605 | 7,28 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 9.370 | 17,94 | 1.419 | 26,49 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 2.533 | 0,00 | 384 | 7,28 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 257 | 0,78 | 39 | 5,56 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 119.877 | 1,35 | 18.151 | 8,72 | ||||
| 2026-05-11 | 13F | Karnit Road Accident Victims Compensation Fund | 2.170 | 0,00 | 329 | 7,19 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 21.817 | 149,39 | 3.303 | 167,67 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 23.237 | -18,71 | 3.518 | -12,79 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 466.225 | 11,47 | 65.805 | 10,72 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 1.403 | 212 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2.271 | -1,35 | 344 | 5,86 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 5.716 | 0,00 | 865 | 7,32 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 18.170 | -0,73 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 1.567 | 0,00 | 237 | 7,24 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1.335 | 202 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 58.375 | -4,86 | 8.839 | 1,38 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 2.275 | 0,00 | 344 | 7,17 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 1.628 | 0,00 | 246 | 7,42 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 8.300 | 28,28 | 1.257 | 37,57 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 1.345 | 204 | ||||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 31.425 | -0,25 | 4.758 | 7,02 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 31.180 | -14,55 | 4.721 | -8,35 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 50.091 | -2,88 | 7.584 | 4,19 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 2.333 | 0,00 | 353 | 7,29 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2.083 | 6,33 | 315 | 14,13 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 2.475 | 0,00 | 375 | 7,16 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 4.309 | -4,46 | 652 | 2,52 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 18.872 | 0,00 | 2.857 | 7,29 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 3.525 | 2,17 | 534 | 9,67 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 2.351 | 25,65 | 356 | 34,47 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 3.643 | -8,65 | 552 | -1,96 | ||||
| 2026-05-12 | 13F | Providence Financial Advisors, LLC | 1.400 | 212 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 372 | -28,05 | 56 | -22,22 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 11.383 | 0,00 | 1.724 | 7,29 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 12.874 | -2,79 | 1.949 | 4,28 | ||||
| 2026-05-07 | 13F | First National Trust Co | 8.241 | -2,66 | 1.248 | 4,44 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 7.905 | -22,71 | 1.197 | -17,12 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 12.829 | -0,12 | 1.942 | 7,17 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 195 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 45.808 | -15,47 | 7.003 | -13,23 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 1.779 | 0,00 | 269 | 7,17 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.808.227 | 0,01 | 576.604 | 7,28 | ||||
| 2026-05-15 | 13F | Family Management Corp | 131 | 0,00 | 20 | 5,56 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 3.641 | 32,40 | 551 | 42,01 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 1.561 | 0,00 | 236 | 7,27 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 261 | 0,00 | 40 | 8,33 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3.777 | -5,03 | 572 | 1,06 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1.351 | 204 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 406 | 0,74 | 0 | |||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 1.353 | 205 | ||||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1.627 | 0,49 | 246 | 7,89 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 5.104 | -0,29 | 773 | 6,93 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 10.998 | -15,96 | 1.650 | -10,67 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 6.173 | 0,18 | 935 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 20.749 | -17,10 | 3.142 | -11,07 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 18.081 | -48,51 | 2.738 | -44,77 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.211 | 0,00 | 183 | 7,65 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 3.013 | 0,00 | 456 | 7,29 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3.606 | 0,03 | 546 | 7,28 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 860 | 0,00 | 130 | 7,44 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 21.911 | 0,00 | 3.318 | 7,28 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 1.350 | 0,82 | 204 | 7,94 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 12.105 | 45,93 | 1.833 | 56,58 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 1.975 | 0,00 | 299 | 7,55 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 5.115 | -13,31 | 774 | -6,97 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 10.795 | 0,00 | 1.635 | 7,29 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 1.789 | 271 | ||||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 305 | 0,00 | 46 | 6,98 | ||||
| 2026-05-06 | 13F | CNB Bank | 1.102 | 0,00 | 167 | 7,10 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 1.498 | 0,54 | 227 | 7,62 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 98.520 | 0,67 | 14.917 | 7,99 | ||||
| 2026-04-24 | 13F | United Community Bank | 4.310 | -24,65 | 653 | -19,21 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 26.259 | -5,07 | 4 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 50.495 | 2,68 | 7.645 | 10,16 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 1.592 | 0,00 | 241 | 7,59 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 1.356 | 205 | ||||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 2.051 | 2,14 | 311 | 9,54 | ||||
| 2026-04-23 | 13F | PayPay Securities Corp | 63 | -24,10 | 10 | -18,18 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7.475 | -0,57 | 1.132 | 6,60 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.867 | 0,31 | 434 | 7,69 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 387 | 452,86 | 59 | 544,44 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 16.825 | 19,20 | 2.547 | 27,86 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 5.253 | 0,00 | 795 | 7,29 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 3.819 | 0,00 | 578 | 7,24 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 1.251 | 189 | ||||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 4.545 | 0,00 | 688 | 7,33 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 1.380 | -2,13 | 209 | 4,00 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4.630 | 0,30 | 701 | 7,53 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 20.998 | 0,13 | 3.179 | 7,43 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 62.958 | 3,06 | 9.532 | 10,55 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 7.962 | 0,00 | 1.206 | 7,30 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 2.169 | 1,50 | 328 | 8,25 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 67.700 | 10.250 | |||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 17.538 | 0,00 | 2.475 | 0,00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 23.029 | 1,39 | 3.487 | 8,77 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 2.021 | 0,00 | 306 | 7,37 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 13.130 | -1,29 | 1.988 | 5,91 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 2.500 | 0,00 | 379 | 7,39 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 213.855 | 11,80 | 32.380 | 19,93 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 10.415 | -1,33 | 1.577 | 5,84 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 2.929 | 0,76 | 444 | 8,05 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 45.680 | 1.032,66 | 2.589 | 351,83 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 18.305 | 9,27 | 2.772 | 17,22 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1.481 | 0,00 | 224 | 7,69 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 3.390 | 0,00 | 513 | 7,32 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 1.988 | 15,65 | 305 | 26,03 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 3.590 | 0,00 | 544 | 7,31 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 21.761 | 1,18 | 3.295 | 8,53 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 109.170 | 3,06 | 16.529 | 10,56 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 880 | 133 | ||||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 1.559 | 0,00 | 236 | 7,27 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6.943 | 0,22 | 1.051 | 7,57 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 9.375 | -8,67 | 1.419 | -2,00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 21.684 | -1,25 | 3.283 | 5,94 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 54.068 | 0,00 | 8.186 | 7,27 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6.623 | 24,66 | 1.011 | 34,98 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 4.016 | 30,22 | 608 | 39,77 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.275 | -3,56 | 344 | 3,61 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 142.176 | -15,70 | 21.527 | -9,57 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 19.019 | 0,00 | 2.880 | 7,27 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 42 | 0,00 | 6 | 0,00 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 61 | -45,05 | 9 | -46,67 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 11.751 | -2,98 | 1.779 | 4,10 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 11.641 | 0,95 | 1.763 | 8,30 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 15.823 | 0,71 | 2.396 | 8,03 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 3.105 | -7,95 | 470 | -1,26 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 1.867 | -25,88 | 283 | -20,56 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 1.795 | 6,72 | 272 | 14,35 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 3.548 | -2,77 | 476 | -7,57 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 5.472 | 14,93 | 829 | 23,40 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 730 | 0,00 | 111 | 6,80 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 1.397 | -31,05 | 212 | -25,96 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 2.816 | 26,56 | 426 | 35,67 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 14.330 | -0,45 | 2.170 | 6,79 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 2.250 | 0,00 | 341 | 7,26 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 8.963 | 0,50 | 1.357 | 7,87 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 1.232 | 0,00 | 187 | 7,51 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 2.045 | 157,23 | 310 | 175,89 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 823 | 0,00 | 125 | 6,90 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.536.717 | -6,67 | 230.554 | -0,79 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 1.495 | 4,55 | 229 | 12,81 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 6.228 | 943 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1.938 | 53,08 | 293 | 64,61 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 8.527 | 0,08 | 1.291 | 7,40 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 3.016 | 457 | ||||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 3.557 | 0,57 | 539 | 6,75 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 2.607 | 20,86 | 395 | 29,61 | ||||
| 2026-04-08 | 13F | KWB Wealth | 1.670 | 0,00 | 236 | 0,00 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 494 | 0,00 | 75 | 7,25 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 58.960 | 0,03 | 8.322 | -0,64 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 13.745 | -9,76 | 2.081 | -3,16 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 12.222 | 23,62 | 1.851 | 32,62 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 175 | 0,00 | 26 | 8,33 | ||||
| 2026-04-23 | 13F | American National Bank | 251 | 0,00 | 38 | 8,57 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 3.106 | 470 | ||||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 800 | -22,63 | 121 | -16,55 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 2.389 | 0,84 | 362 | 8,08 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 5.097 | -0,59 | 772 | 6,64 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 1.400 | 212 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 12.741 | -6,32 | 1.929 | 0,52 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 1.900 | 0,00 | 288 | 7,09 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 47.269 | 5,02 | 7.157 | 12,67 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8.065.913 | -1,28 | 1.221.260 | 5,91 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 2.278 | 1,70 | 345 | 8,86 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 9.451 | 0,37 | 1.431 | 7,68 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 30.025 | 4.546 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 128 | 0,00 | 19 | 5,56 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 8.819 | 4,31 | 1.335 | 11,90 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 31.287 | -0,49 | 4.737 | 6,76 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 6.575 | 0,00 | 996 | 7,34 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 10.520 | 27,05 | 1.593 | 36,30 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 7.297 | -0,88 | 1.105 | 6,26 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 28.683 | -34,11 | 4.343 | -29,32 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1.347 | 204 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1.351 | 205 | ||||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 16.920 | -2,03 | 2.562 | 5,09 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 5.034 | 0,04 | 762 | 7,32 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 6.378 | 0,08 | 966 | 7,34 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 13.969 | -3,18 | 2.115 | 3,88 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 1.593 | 0,76 | 241 | 8,07 | ||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 1.808 | 0,00 | 275 | 4,18 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 2.600 | 394 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 669 | 0,60 | 101 | 8,60 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 46.932 | -0,06 | 7.106 | 7,20 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 6.422 | -6,21 | 972 | 0,62 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 799 | -3,50 | 121 | 3,45 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 29.557 | 2,22 | 4.475 | 9,65 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 163.287 | -23,03 | 23.595 | -23,36 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1.346 | 204 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3.506.722 | -1,33 | 530.953 | 5,85 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 27.700 | 32,54 | 4.194 | 42,22 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 55.941 | -7,72 | 8.470 | -1,01 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 24 | -31,43 | 4 | -25,00 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 28.804 | 0,06 | 4.361 | 7,36 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 21.250 | 0,00 | 3.217 | 7,27 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2.110 | 49,75 | 319 | 61,11 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 1.500 | 0,00 | 227 | 7,58 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 10.390 | -67,75 | 1.573 | -65,41 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.981 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 106.014 | 0,31 | 16.052 | 7,61 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2.135 | 1,18 | 323 | 8,75 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 2.578 | -7,30 | 0 | |||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 16.308 | 0,00 | 2.469 | 7,30 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 5.188 | 0,00 | 786 | 7,24 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 10.321 | -8,86 | 1.563 | -2,25 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1.595 | 0,00 | 241 | 7,11 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 5.787 | 0,52 | 876 | 7,88 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 4.695 | 0,00 | 711 | 7,25 | ||||
| 2026-04-27 | 13F | Fairfield Financial Advisors, LTD | 2.142 | -10,49 | 324 | -3,86 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 19.892 | -1,83 | 3.012 | 5,32 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 4.889 | 2,93 | 740 | 5,41 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3.245 | -3,97 | 491 | 3,15 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 5.679 | 0,19 | 860 | 7,51 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 3.015 | 1,86 | 457 | 9,35 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | First Western Trust Bank | 2.386 | 12,76 | 361 | 21,14 | ||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 1.628 | 0,00 | 246 | 7,42 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 2.590 | 0,00 | 392 | 7,40 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 10.668 | -1,42 | 1.615 | 5,76 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 1.351 | 205 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 35.756 | 17,41 | 5.047 | 17,40 | ||||
| 2026-05-12 | 13F | Private Capital Advisors, Inc. | 13.975 | 0,00 | 2.116 | 7,25 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 10.872 | -7,25 | 1.646 | -0,48 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 11.968 | 0,00 | 1.812 | 7,28 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 2.006 | 33,73 | 304 | 43,60 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 150 | 0,00 | 23 | 4,76 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 4.289 | 0,00 | 654 | 7,93 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 17.116 | 42,51 | 2.592 | 52,86 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 29.209 | 75,82 | 4.423 | 88,65 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 103.168 | 3,92 | 15.621 | 11,48 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 42.468 | -1,04 | 6.430 | 6,16 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 3.700 | 0,00 | 560 | 6,87 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4.981 | -33,96 | 754 | -29,14 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2.967 | 3,49 | 449 | 11,14 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 1.399 | -26,33 | 212 | -21,27 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 2.578 | 391 | ||||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 1.729 | 0,00 | 262 | 6,97 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 11.487 | -5,67 | 1.739 | 1,22 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 272 | -28,61 | 41 | -25,93 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 25 | 0,00 | 4 | 0,00 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 1.180 | 0,00 | 179 | 7,23 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 548 | 82,67 | 77 | 83,33 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 2.191 | -43,72 | 332 | -39,71 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 1.865 | 282 | ||||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 1.743 | 0,00 | 246 | 0,00 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 389 | 0,00 | 59 | 7,41 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 6.903 | -2,27 | 1.045 | 4,92 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 206 | 1,48 | 31 | 10,71 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 1.000 | 0,00 | 151 | 7,09 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 52.313 | -3,57 | 7.921 | 113.042,86 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 642 | 0,00 | 97 | 7,78 | ||||
| 2026-05-11 | 13F | Options Solutions, Llc | 1.900 | -3,06 | 288 | 3,99 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 2.928 | -6,84 | 443 | 0,00 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 776 | 2,65 | 110 | 1,87 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 9.726 | 0,10 | 1.473 | 7,37 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 6.184 | 0,00 | 1 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 10.518 | 0,68 | 1.593 | 8,01 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 4.323 | -3,35 | 661 | 0,00 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 4.771 | 0,06 | 722 | 7,44 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 20.320 | -6,15 | 3.077 | 0,69 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 115 | 17 | ||||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 6.165 | 933 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 176 | 0,00 | 27 | 8,33 | ||||
| 2026-05-28 | 13F | Challenger Wealth Management | 9.884 | 0,00 | 1.497 | 7,24 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 26.386 | 3.995 | ||||||
| 2026-04-20 | 13F | First American Bank | 2.050 | 0,00 | 310 | 7,27 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 1.163 | 0,00 | 176 | 7,32 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 10.367 | -3,11 | 1.570 | -1,20 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 43.418 | 3,60 | 6.574 | 11,12 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 14.984 | -36,56 | 2.269 | -31,95 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 128.315 | -2,01 | 19.428 | -3,87 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 2.405 | 0,00 | 364 | 7,37 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 331.481 | -0,02 | 50.189 | 7,25 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 925 | 0,00 | 140 | 7,69 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 203 | 0,00 | 31 | 7,14 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 12.590 | 32,60 | 1.906 | 42,24 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 5.151 | -55,29 | 780 | -52,06 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 8.712 | 0,00 | 1.319 | 7,32 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 4.117 | 623 | ||||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 2.329 | 0,00 | 353 | 7,32 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 7.390 | -5,13 | 1.119 | 1,73 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5.014 | 3,02 | 759 | 10,64 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 10.498 | -8,75 | 1.589 | -2,09 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 14.549 | -5,01 | 2.203 | 1,90 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 2.450 | -80,53 | 371 | -79,15 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 1.680 | 0,00 | 254 | 7,17 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 3.354 | -1,44 | 508 | 5,83 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 189.696 | -0,46 | 28.722 | 6,78 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2.823 | 16,51 | 427 | 24,85 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 2.139 | 22,23 | 324 | 31,30 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Sfam, Llc | 1.360 | 0,00 | 206 | 7,33 | ||||
| 2026-04-24 | 13F | Bayban | 675 | 0,00 | 102 | 7,37 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 18.283 | 0,09 | 2.778 | 4,83 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 21.080 | -0,31 | 3.210 | -2,31 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 2.531 | -3,43 | 383 | 3,79 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4.618 | 19,92 | 699 | 28,73 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 1.799 | -33,81 | 272 | -28,98 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 11.594 | -19,36 | 1.755 | -13,50 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 69.172 | -20,64 | 10.473 | -14,87 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 1.050 | 0,00 | 159 | 6,76 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 3.382 | 25,58 | 512 | 34,74 | ||||
| 2026-05-15 | 13F | Fmr Llc | 193.751 | 15,01 | 29.336 | 23,38 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 1.394 | 211 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 4.420 | -3,24 | 669 | 3,88 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 29.783 | -0,82 | 4.509 | 6,39 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 151.168 | -11,28 | 22.888 | -4,82 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 4.075 | -12,83 | 617 | -6,53 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 633 | 0,00 | 96 | 6,74 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 358 | -10,05 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.836 | 0,00 | 278 | 6,95 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 579 | 0,00 | 88 | 7,41 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 3.547 | -8,37 | 537 | -1,65 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 3.998 | 6,90 | 605 | 14,80 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 6.767 | -1,28 | 1.025 | 5,89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 165.919 | 41,78 | 25.122 | 52,10 | ||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 6.294 | 0,00 | 953 | 7,21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2.696 | 0,00 | 408 | 7,37 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 3.807 | 6,43 | 576 | 14,29 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 2.495 | 0,00 | 378 | 7,10 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 1.617 | 245 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 16.728 | -3,92 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 4.526 | 5,85 | 685 | 13,60 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 2.710 | 0,00 | 412 | 3,79 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.099.024 | -3,20 | 166.403 | 3,85 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 7.534 | 27,07 | 1.141 | 36,36 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 3.106.667 | 1,66 | 470.380 | 9,06 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 38.433 | -1,27 | 5.819 | 5,92 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 34.122 | 361,42 | 4.816 | 358,57 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 123.757 | 3,61 | 18.738 | 11,15 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 5.686 | 0,00 | 861 | 7,23 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 1.573 | -1,44 | 238 | 5,78 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 137.997 | -6,68 | 20.894 | 0,11 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 14.753 | 2,82 | 2.234 | 10,27 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 2.598 | -84,46 | 393 | -83,34 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 6.618 | -3,03 | 1.002 | 4,05 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 2.374 | -2,47 | 359 | 4,66 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 13.318 | 1,07 | 2.016 | 8,45 | ||||
| 2026-04-20 | 13F | Hixon Zuercher, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 11.522 | -3,56 | 1.745 | 3,44 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 795 | 120 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 645.684 | 178,58 | 97.763 | 198,86 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 1.340 | 203 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1.168 | 34,56 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 1.801 | 0,06 | 272 | 7,09 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 4.199 | -1,52 | 636 | 5,66 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 3.044 | -1,62 | 461 | 5,50 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 7.740 | 0,14 | 1.172 | 7,43 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 13.458 | 16,88 | 2.038 | 25,35 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 3.426 | -4,14 | 519 | 2,78 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 14.245 | -1,08 | 2.157 | 6,10 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 410 | 62 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 3.000 | 0,00 | 454 | 7,33 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 27.883 | 0,00 | 4.222 | 7,27 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 1.906 | -12,61 | 289 | -6,19 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 32.734 | 8,75 | 4.956 | 16,67 | ||||
| 2026-01-07 | 13F | KFA Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 2.734 | 0,00 | 414 | 7,27 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 2.197 | -5,30 | 333 | 1,53 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 1.793 | -45,07 | 271 | -41,09 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 11.846 | -0,01 | 1.794 | 7,24 | ||||
| 2026-01-13 | 13F | Scratch Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 20 | 5,26 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 2.936 | 0,48 | 445 | 7,77 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 14.754 | 21,30 | 2.224 | 29,60 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3.007 | 5,55 | 455 | 13,18 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 952 | -38,74 | 144 | -34,25 | ||||
| 2026-04-20 | 13F | City State Bank | 490 | -7,55 | 74 | 0,00 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 2.533 | 384 | ||||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 3.275 | 0,00 | 496 | 7,14 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 2.550 | 0,00 | 386 | 7,52 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 124.552 | 3,10 | 18.858 | 10,60 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 29.303 | -2,07 | 4.437 | 5,04 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 14.288 | -0,01 | 2.176 | 7,89 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 17.673 | 0,00 | 2.676 | 7,26 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 505 | 0,00 | 76 | 7,04 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 1.452 | 0,28 | 220 | 7,35 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 495 | 0,00 | 75 | 7,25 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 75.016 | 15,27 | 11.358 | 23,66 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 13.916 | -11,55 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 2.318 | 351 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 30.640 | 0,57 | 4.617 | -3,05 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 34.831 | 8,11 | 5.274 | 15,97 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 6.304 | -1,97 | 954 | 5,18 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 6.000 | 50,00 | 908 | 60,99 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 354 | 0,85 | 54 | 0,00 | ||||
| 2026-01-13 | 13F | FSA Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 41.385 | -11,29 | 6.266 | -4,83 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 3.714 | 0,00 | 562 | 7,25 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 14 | -12,50 | 2 | -50,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 98.714 | 937,35 | 14.946 | 1.012,88 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 14.111 | 0,00 | 1.992 | -0,70 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 142.798 | -1,17 | 21.616 | 5,99 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 8.759 | -3,15 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2.068 | -8,29 | 313 | -1,57 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 4.528 | 0,13 | 686 | 7,37 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 350 | 0,00 | 53 | 6,12 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 26.350 | 127,53 | 3.990 | 144,12 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 611 | 0,00 | 93 | 6,98 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 549 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 18.724 | -1,96 | 2.835 | 5,16 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 53.051 | 16,33 | 8.032 | 24,80 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | AF Advisors, Inc. | 2.808 | -0,53 | 425 | 6,78 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 61 | 1,67 | 9 | 12,50 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 31.077 | 0,67 | 4.705 | 7,99 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 814 | 0,00 | 123 | 7,89 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 6.207 | 0,00 | 940 | 7,19 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 6.543 | 0,00 | 923 | -0,65 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 3.607 | 546 | ||||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 1.675 | 0,00 | 254 | 7,20 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 1.500 | 0,00 | 227 | 7,58 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 3.450 | 463 | ||||||
| 2026-04-16 | 13F | Rockland Trust Co | 2.881 | 0,00 | 436 | 7,39 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 1.798 | 272 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 101.349 | -10,47 | 15.345 | -4,40 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 38.370 | -17,66 | 5.810 | -11,68 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Northeast Investment Management | 2.341 | 0,00 | 354 | 7,27 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 1.939 | 15,62 | 294 | 24,58 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 1.011.427 | 0,00 | 153.140 | 7,28 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 92.380 | 9,48 | 13.987 | 17,45 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 28.729 | -2,64 | 4.350 | 4,44 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 2.047 | -0,05 | 310 | 7,27 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1.578 | 239 | ||||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 2.061 | 0,34 | 312 | 7,96 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 43.077 | 0,12 | 6.522 | 7,41 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 551 | -21,29 | 83 | -15,31 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 300.002 | -0,09 | 45.427 | 7,18 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 24.199 | 0,98 | 3.669 | 8,33 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 14.972 | 0,46 | 2.267 | 7,75 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 7.325 | 0,07 | 1.109 | 7,36 | ||||
| 2026-04-29 | 13F | Burney Co/ | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Align Financial, LLC | 1.990 | -99,29 | 301 | 7,50 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 453 | 0,89 | 69 | 7,94 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 3.836 | -3,38 | 581 | 3,57 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 20.136 | 2,18 | 3.049 | 9,60 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2.703 | 28,53 | 409 | 38,18 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 2.471 | 0,00 | 374 | 7,47 | ||||
| 2026-05-01 | 13F | Vantage Investment Partners, LLC | 2.806 | 0,00 | 425 | 7,07 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 274 | -3,52 | 42 | 2,50 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 30.741 | 4,36 | 4.655 | 11,96 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.881 | -79,61 | 285 | -78,19 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 4.630 | 0,00 | 711 | 8,88 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 2.501 | 0,04 | 379 | 7,39 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 22.205 | -16,93 | 3.362 | -10,87 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 2.755 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 1.680 | 0,06 | 254 | 7,63 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 1.975 | 0,00 | 299 | 7,55 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 23.409 | -0,70 | 3.544 | 6,52 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 1.750 | 265 | ||||||
| 2026-05-06 | 13F | Anb Bank | 3.300 | -5,42 | 500 | 1,42 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 3.689 | -6,04 | 559 | 0,72 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 7.336 | 0,00 | 1.111 | 7,25 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 5.448 | 0,00 | 825 | 7,29 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 3.695 | 0,00 | 559 | 7,29 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 129 | 20 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 10.232 | -8,06 | 1.549 | -1,34 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 631 | 17,50 | 89 | 43,55 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 11.095 | -3,31 | 1.680 | 3,71 | ||||
| 2026-05-04 | 13F | Camden National Bank | 2.605 | 0,62 | 394 | 7,95 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 3.336 | 0,69 | 505 | 8,14 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 752 | 0,00 | 114 | 6,60 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 503.672 | -8,82 | 76.227 | -2,09 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 96 | 15 | ||||||
| 2026-05-14 | 13F | MYDA Advisors LLC | 260.000 | 39.367 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 4.673 | 0,00 | 708 | 7,28 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 5.924 | -1,87 | 889 | 3,14 | ||||
| 2026-05-06 | 13F | Hanseatic Management Services Inc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Dentgroup LLC | 1.519 | 0,00 | 214 | -0,47 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 8.430 | -0,22 | 1.276 | 7,05 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 4.007 | 0,50 | 607 | 7,83 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 4.960 | 0,00 | 751 | 7,14 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1.350 | 204 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 7.220 | 0,63 | 1.093 | 8,00 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 39 | 0,00 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 14.163 | -2,24 | 2.144 | 4,89 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 1.773 | 0,00 | 268 | 7,20 | ||||
| 2026-02-11 | 13F | OneAscent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 385 | 0,26 | 58 | 7,41 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 1.866 | -2,05 | 283 | 5,22 | ||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 3.774 | -4,98 | 571 | 1,96 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 25.089 | -2,27 | 3.799 | 4,83 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2.492 | 4,18 | 377 | 11,87 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 3.624 | 0,00 | 549 | 7,24 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 108 | 0,00 | 16 | 6,67 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 179.913 | 1,56 | 27.241 | 8,96 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 5.180 | 0,00 | 784 | 7,25 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 27.205 | 3,37 | 4.119 | 10,90 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 1.632 | 0,00 | 247 | 7,39 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 2.835 | -38,17 | 429 | -33,69 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1.197 | 0,00 | 181 | 7,74 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 558 | -15,07 | 84 | -8,70 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 1.504 | 0,00 | 228 | 7,08 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 5.081 | -7,23 | 769 | -0,52 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 3.237 | 94,18 | 490 | 108,51 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 36.682 | 11,54 | 5.553 | 19,65 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 8.108 | 0,00 | 1.228 | 7,26 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10.494 | 1,53 | 1.589 | 8,92 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.978 | -8,04 | 299 | -1,32 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 30.607 | 4.634 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 14.375 | 2,51 | 2.177 | 9,95 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 951 | 0,00 | 144 | 6,72 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 815 | -32,37 | 123 | -27,65 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 15.871 | 1,12 | 2.240 | 0,45 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 3.335 | -1,48 | 505 | 5,66 | ||||
| 2026-05-08 | 13F | Banco de Sabadell, S.A | 18.560 | -24,94 | 3 | -33,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 395.961 | -1,45 | 59.948 | 5,71 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.273 | 75,12 | 496 | 88,21 | ||||
| 2026-04-10 | 13F | Carderock Capital Management Inc | 1.600 | 0,00 | 242 | 7,56 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 1.600 | 0,00 | 242 | 7,56 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 6.381 | 40,37 | 966 | 50,70 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 19.297 | 7,87 | 2.922 | 15,73 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 3.800 | 575 | |||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 2.500 | 379 | |||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 92.235 | 11,49 | 13.965 | 19,60 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 10.848 | 0,00 | 1.643 | 7,25 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 8.281 | 0,00 | 1.254 | 7,28 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 2.064 | 0,00 | 291 | -0,68 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 38.710 | 0,00 | 5.861 | 7,29 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 13.081 | -0,01 | 1.981 | 7,26 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 2.380 | 16,10 | 360 | 24,57 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25.738 | 135,78 | 3.897 | 153,05 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 1.400 | 212 | ||||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 6.164 | 0,00 | 933 | 7,36 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 2.011 | 32,65 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 55.816 | -2,79 | 8.451 | 4,28 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2.150 | 0,33 | 326 | 7,62 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 9.274 | 0,32 | 1.404 | 7,67 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2.403 | 3,53 | 364 | 11,01 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4.247 | 2,41 | 643 | 9,91 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 72.556 | 24,97 | 10.986 | 34,06 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 14.028 | 0,00 | 2.124 | 7,28 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 60.130 | 2,50 | 9.104 | 9,95 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 19.573 | 7,14 | 2.763 | 6,39 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 2.110 | 0,00 | 319 | 7,41 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 53 | 0,00 | 8 | 14,29 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 1.196 | 0,00 | 181 | 7,74 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 63.420 | -2,66 | 9.602 | 4,43 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 105.702 | 85,04 | 16.004 | 98,51 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 58.781 | -7,66 | 8.900 | -0,93 | ||||
| 2026-05-08 | 13F | Highview Capital Management LLC/DE/ | 1.925 | -18,02 | 291 | -12,08 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 8.735 | 0,00 | 1.323 | 7,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 8.566 | 49.877 | 20,47 | |||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 6 | -45,45 | 1 | -100,00 | ||||
| 2026-05-05 | 13F | CapWealth Advisors, LLC | 4.895 | -3,74 | 741 | 3,35 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Baring Financial LLC | 3.249 | -4,19 | 492 | 2,72 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 5.572 | -0,18 | 844 | 7,12 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 18.704 | -0,12 | 2.832 | 7,19 | ||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 5.591 | -2,83 | 847 | 4,19 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 32.219 | 0,04 | 4.878 | 7,33 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 28.942 | 0,12 | 4.382 | 7,40 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 2.057 | 0 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 6.189 | -4,30 | 937 | 2,74 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 8.296 | 123,43 | 1.256 | 139,69 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 691 | 0,00 | 105 | 7,22 | ||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 4.389 | 0,00 | 665 | 7,27 | ||||
| 2026-05-12 | 13F | New South Capital Management Inc | 15.680 | 0,00 | 2.374 | 7,28 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 68 | 0,00 | 0 | |||||
| 2026-03-12 | 13F | Farmers National Bank | 10.283 | -1,28 | 1.451 | -1,96 | ||||
| 2026-04-22 | 13F | Motco | 1.711 | -37,80 | 259 | -33,25 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 11.431 | 25,62 | 1.731 | 34,74 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 857 | 32,46 | 130 | 41,76 | ||||
| 2026-05-15 | 13F | Catherine Avery Investment Management LLC | 149 | 0,00 | 23 | 4,76 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 60 | 0,00 | 9 | 12,50 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 120 | 0,00 | 18 | 12,50 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 1.770 | 18,79 | 268 | 27,14 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 2.107 | 5,03 | 319 | 12,72 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 4.362 | -2,68 | 660 | 4,43 | ||||
| 2026-05-01 | 13F | CMG Global Holdings, LLC | 22.968 | -0,17 | 3.478 | -2,08 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 1.650 | 0,00 | 250 | 7,33 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6.518.944 | 0,19 | 987.034 | 7,48 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 3.228 | -3,87 | 489 | 3,17 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 10.517 | 0,00 | 1.592 | 7,28 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 6.548 | 42,75 | 991 | 53,17 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 266.000 | 272,20 | 20.822 | 106,43 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 7.957 | 0,00 | 1.205 | 7,21 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 9.295 | 1.407 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 218 | 33 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 262 | 40 | ||||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 13.945 | -0,71 | 2.112 | 6,51 | ||||
| 2026-04-27 | 13F | Adams Asset Advisors, LLC | 1.331 | 201 | ||||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 4.544 | 56,64 | 688 | 67,97 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 6.681 | 0,00 | 1.012 | 7,32 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 8.136 | 0,00 | 1.232 | 7,23 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 15.105 | -1,58 | 2.287 | 5,59 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 52.847 | 0,02 | 8.002 | 7,30 | ||||
| 2026-05-12 | 13F | Creative Planning | 317.572 | 2,91 | 48.084 | 10,39 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 239 | 0,42 | 36 | 9,09 | ||||
| 2026-04-24 | 13F | Balentine LLC | 35.485 | -5,62 | 5.373 | 1,24 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 5.014 | -0,46 | 759 | 6,90 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 2.340 | 17,29 | 354 | 25,98 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 59.300 | -0,84 | 8.979 | 6,37 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17.920 | -91,60 | 2.713 | -90,99 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 235 | 0,00 | 36 | 6,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 127.700 | 25,94 | 19.335 | 35,11 | |||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 6.221 | -1,75 | 942 | 5,38 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 132.188 | 2,91 | 20.015 | 10,41 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 54 | 8 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 396 | 0,00 | 60 | 7,27 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 2.671 | 0,00 | 404 | 7,45 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 16.487 | -12,79 | 2.496 | -6,45 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 1.749 | 265 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.746.436 | -10,65 | 415.836 | -4,15 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 1.550 | 235 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 26.072 | 9,04 | 3.948 | 16,98 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 6.769 | -2,74 | 1.025 | 4,28 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 2.075 | 0,00 | 314 | 7,53 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 122.603 | 13,77 | 17.379 | 14,26 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 1.355 | 205 | ||||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 793 | 0,00 | 120 | 8,11 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 18.056 | 34,21 | 2.734 | 43,99 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 7.593 | 9,54 | 1.165 | 15,82 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 2.731 | -2,50 | 414 | 4,56 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 5.567 | 843 | ||||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 1.537 | -0,45 | 233 | 6,91 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 6.530 | 0,00 | 989 | 7,27 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 1.537 | 0,00 | 233 | 7,41 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 3.163 | -2,56 | 479 | 4,37 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7.073 | 25,52 | 1.071 | 34,59 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 3.057 | 60,30 | 463 | 71,75 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 61.686 | -1,24 | 9.340 | 116.637,50 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 2.260 | 0,00 | 342 | 7,55 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 450 | 0,00 | 68 | 7,94 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 2.692 | -5,48 | 408 | 1,50 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 9.235 | -0,27 | 1.398 | 7,04 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 7.205 | 0,01 | 1.091 | 7,28 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3.780 | 1,12 | 572 | 8,54 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 7.013 | 0,00 | 1.062 | 7,28 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1.900 | -2,11 | 288 | 5,13 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 240.055 | -3,58 | 33.881 | 1,34 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 2.500 | 0,00 | 379 | 7,39 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4.974 | -5,17 | 753 | 1,76 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 3.691 | 0,00 | 559 | 7,31 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 4.343 | -22,17 | 658 | -16,52 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 6.153 | 12,38 | 932 | 20,60 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 75 | 0,00 | 11 | 10,00 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 4.600 | -3,16 | 696 | 3,88 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 2.298 | 0,39 | 348 | 7,43 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 1.325 | 201 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1.905 | 0,00 | 288 | 7,46 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 420 | 0,00 | 63 | 6,78 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 15.384 | -6,37 | 2.329 | 0,47 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 677 | 0,00 | 103 | 7,37 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 2.500 | 0,00 | 379 | 7,39 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 1.711 | 0,71 | 259 | 8,37 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 6.102 | 0,08 | 924 | 7,33 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 190 | 27 | ||||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 17.843 | 0,77 | 2.702 | 8,08 | ||||
| 2026-04-16 | 13F | Asset Advisors Investment Management, LLC | 61.797 | -1,66 | 9.357 | 5,49 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 8.434 | -3,05 | 1.277 | 3,99 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 6.122 | -4,25 | 952 | -1,14 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 3.354 | 0,00 | 508 | 7,19 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 11.329 | 6,14 | 1.715 | 13,88 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 674 | 102 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 9.261 | 10,42 | 1.402 | 18,51 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 18.163 | -4,71 | 2.750 | 2,23 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 8.959 | 0,11 | 1.356 | 7,36 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 7.755 | -1,08 | 1.174 | 6,15 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 1.878 | 0,00 | 284 | 7,17 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 9.165 | 2,46 | 1.388 | 9,90 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3.177 | 0,00 | 481 | 7,37 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 2.007 | -2,90 | 304 | 4,12 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 2.043 | 0,00 | 288 | 0,00 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 3.360 | 15,54 | 509 | 23,90 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.128 | 0,24 | 322 | 7,69 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 2.209 | 0,00 | 334 | 7,40 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3.343 | 0,00 | 506 | 7,43 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 1.717 | 9,57 | 260 | 17,19 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 490 | 0,00 | 74 | 7,25 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 184 | 0,00 | 28 | 8,00 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 64.112 | -1,03 | 9.049 | -7,75 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 709 | 107 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 74.171 | 0,06 | 11.230 | 7,34 | ||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 18.351 | 0,03 | 2.779 | 7,30 | ||||
| 2026-05-15 | 13F | Sig Brokerage, Lp | 34.954 | 0,00 | 5.292 | 7,28 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 13.028 | 3,54 | 1.973 | 11,10 | ||||
| 2026-05-08 | 13F | Bokf, Na | 53.865 | -40,62 | 8.156 | -36,30 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 13.037 | 13,41 | 1.974 | 21,64 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 12.077 | -0,82 | 1.829 | 6,40 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 360 | 0,00 | 55 | 8,00 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 1.786 | 0,11 | 270 | 7,57 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 2.895 | 24,95 | 438 | 33,94 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 388 | -2,27 | 59 | 3,57 | ||||
| 2026-02-09 | 13F | Sensible Money, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 93 | 0,00 | 14 | 7,69 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 9.033 | -1,12 | 1.368 | 5,23 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 6.420 | -0,39 | 972 | 6,93 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1.947 | 1,09 | 275 | 0,37 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 5.077 | 0,49 | 769 | 7,71 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 8.274 | -6,28 | 1.253 | 0,56 | ||||
| 2026-04-13 | 13F | Trust Co | 435 | 97,73 | 66 | 109,68 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 1.853 | -0,91 | 281 | 6,46 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 3.816 | 0,53 | 578 | 7,85 | ||||
| 2026-05-15 | 13F | Richwood Investment Advisors, LLC | 10.567 | -1,86 | 1.600 | -4,36 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 5.031 | -0,28 | 755 | -0,53 | ||||
| 2026-05-01 | 13F | American Trust | 1.481 | 1,23 | 224 | 8,74 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 31.366 | 1,79 | 4.749 | 9,22 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 6.624 | 39,81 | 1.003 | 50,00 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 61.205 | -46,97 | 9.267 | -43,11 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 50 | 0,00 | 8 | 0,00 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 451 | 68 | ||||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 2.572 | 0,00 | 389 | 3,46 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 10.965 | 155,00 | 1.660 | 173,93 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 3.341 | 5,03 | 506 | 12,72 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 97 | 0,00 | 15 | 7,69 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 1.280 | 0,00 | 194 | 7,22 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 90 | 0,00 | 14 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 25.723 | 419,03 | 3.895 | 457,08 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 33.828 | -8,01 | 5.122 | -1,27 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 16.342 | -0,17 | 2.474 | 7,10 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 39.994 | 13,35 | 6.055 | 21,61 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 1.513 | -4,00 | 229 | 3,15 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 8.521 | -9,50 | 1.290 | -2,86 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 20.955 | -3,04 | 3.173 | 4,00 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 11.661 | -56,52 | 1.766 | -53,37 | ||||
| 2026-05-14 | 13F | Capula Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 68 | 10 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 16.700 | 266,95 | 3 | |||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 6.371 | -4,08 | 965 | 2,88 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.351 | -0,17 | 356 | 6,93 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 145.765 | 0,40 | 22.061 | 7,70 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 1.690 | 0,00 | 256 | 7,14 | ||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 1.835 | 0,00 | 278 | 7,36 | ||||
| 2026-04-15 | 13F | Asio Capital, LLC | 1.500 | 0,00 | 227 | 7,58 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | Put | 5.500 | 833 | |||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 3.367 | 0,00 | 510 | 7,16 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 4.481 | 0,40 | 679 | 7,79 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 289 | 0,00 | 44 | 7,50 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 52 | 0,00 | 8 | 0,00 | ||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 8.845 | 0,00 | 1.339 | 7,29 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 6.203 | 3,63 | 939 | 11,26 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 1.544 | 0,06 | 234 | 7,37 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 1.631 | 247 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 50.743 | -1,25 | 8 | 0,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1.358 | 206 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 2.462 | 77,12 | 373 | 89,80 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 13.600 | 0,00 | 2.059 | 7,30 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 7.310 | 0,00 | 1.107 | 7,27 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 340 | 51 | ||||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 1.358 | 206 | ||||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 1.574 | 0,00 | 238 | 7,21 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 4.374 | -79,89 | 1 | -100,00 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 8.364 | -3,32 | 1.111 | -9,02 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 8.035 | -1,01 | 1.217 | 6,20 | ||||
| 2026-04-29 | 13F | Cairn Investment Group, Inc. | 1.742 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 1.130 | 171 | ||||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 1.801 | -55,99 | 273 | -52,86 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 2.975 | -3,25 | 450 | 3,69 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 12.577 | -9,00 | 1.904 | -2,36 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 2.041 | 0,00 | 309 | 7,29 | ||||
| 2026-05-04 | 13F | TrustBank | 1.125 | 0,00 | 170 | 7,59 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 32.978 | -1,23 | 4.993 | 5,96 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 26.824 | -0,25 | 4.061 | 7,01 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 480 | 0,00 | 73 | 7,46 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 1.455 | 0,00 | 220 | 7,32 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 7 | 0,00 | 1 | 0,00 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 16.537 | -41,18 | 2.504 | -37,39 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 75.872 | 66,05 | 11.488 | 78,12 | ||||
| 2026-05-06 | 13F | HWG Holdings LP | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 45.668 | 0,02 | 6.915 | 7,29 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1.255 | 0,00 | 190 | 7,34 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.107 | 9,06 | 168 | 16,78 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 1.553 | -5,59 | 235 | -7,11 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 8.464 | 3,64 | 1.282 | 11,20 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 7.680 | -64,75 | 1.163 | -62,21 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 3.238 | -51,54 | 490 | -48,04 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 527 | 0,76 | 80 | 8,22 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 10.151 | 0,00 | 1.542 | 4,76 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 1.838 | -0,81 | 278 | 6,51 | ||||
| 2026-04-22 | 13F | Quintet Private Bank (Europe) S.A. | 100 | 0,00 | 15 | 7,14 | ||||
| 2026-05-14 | 13F | Rodgers Brothers Inc. | 2.422 | 0,00 | 367 | 7,33 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 2.476 | 0,00 | 352 | 7,01 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 1.625 | 0,00 | 246 | 7,42 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 341 | 0,00 | 46 | -6,25 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 3.061 | 0,13 | 463 | 7,42 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 16.155 | 2.446 | ||||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 10.157 | -3,32 | 1.534 | 3,44 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4.851 | 0,00 | 735 | 7,31 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 34.492 | 12,76 | 5.222 | 20,96 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 4.196 | -10,51 | 635 | -3,93 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 1.793 | 8,80 | 271 | 16,81 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 13.058 | 0,12 | 1.977 | 7,45 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 29.256 | 4,22 | 4.418 | 11,54 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 1.470 | -7,14 | 223 | -0,45 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 8.750 | -0,50 | 1.325 | 6,69 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 133 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 1.658 | -10,04 | 251 | -3,46 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 2.236 | 0,00 | 339 | 7,30 | ||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 9.260 | 0,00 | 1.402 | 7,35 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1.695 | 0,00 | 257 | 7,11 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 1.339 | 203 | ||||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 1.389 | 210 | ||||||
| 2026-05-12 | 13F | Entrust Financial Llc | 799 | 0,00 | 121 | 7,14 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 325 | 0,00 | 49 | 8,89 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 1.333 | -76,12 | 202 | -74,46 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 12.621 | -14,46 | 1.911 | -8,26 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 1.530 | 0,00 | 232 | 7,44 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 15.648 | 0,66 | 2.369 | 7,98 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 1.399 | -70,63 | 212 | -68,60 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.184.494 | 1,20 | 179.344 | 8,56 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Octavia Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 24.626 | 306,77 | 3.729 | 336,53 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 2.082 | 0,00 | 315 | 7,51 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 11.082 | -15,60 | 1.674 | -13,63 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 4.827 | -15,57 | 731 | -9,43 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 12.509 | -3,35 | 1.894 | 3,67 | ||||
| 2026-04-30 | 13F | Blodgett Wealth Advisors, Llc | 7.515 | 0,00 | 1.138 | 7,26 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 72.973 | 0,00 | 11.049 | 7,27 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 7.182 | -3,65 | 1.089 | 1,78 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.162 | 49,41 | 327 | 60,29 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 1.675 | 0,00 | 254 | 7,20 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 23.100 | 0,42 | 3.498 | 7,73 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 10.273 | 0,00 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 8.511 | 0,00 | 1.289 | 7,24 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 18.480 | 0,04 | 2.798 | 7,33 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6.454 | 0,22 | 977 | 7,60 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 1.741 | 0,23 | 264 | 7,35 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 412.591 | 33,15 | 62.470 | 42,84 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 12.020 | 10,49 | 1.820 | 18,50 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 4.317 | 3,30 | 654 | 10,87 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 400 | 54 | ||||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 1.215 | -4,33 | 184 | 2,23 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 2.438 | 0,00 | 369 | 7,27 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 2.130 | 0,00 | 323 | 7,33 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 22.140 | -2,78 | 3.352 | 4,29 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 8.842 | -4,67 | 1.339 | 2,22 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 313.946 | 2,89 | 47.535 | 10,37 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 31.526 | 0,70 | 4.450 | 0,02 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 488 | 0,00 | 69 | -1,45 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 39.750 | 0,00 | 6.019 | 7,27 | ||||
| 2026-05-05 | 13F | PFG Advisors | 6.803 | -3,65 | 1.030 | 3,41 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 8.680 | -0,29 | 1.314 | 7,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 93.756 | 1,26 | 14.196 | 8,63 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 4.999 | 0,00 | 757 | 7,23 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 12.815 | -5,41 | 1.936 | 1,20 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 3.194 | -0,84 | 484 | 6,39 | ||||
| 2026-04-24 | 13F | Letson Investment Management, Inc. | 1.350 | 204 | ||||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 1.477 | 0,00 | 224 | 7,21 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 230.707 | 0,70 | 34.931 | 8,02 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 26.229 | 21,80 | 3.971 | 30,67 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 4.184 | 0,14 | 634 | 7,47 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 10.751 | 408,56 | 1.628 | 445,97 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 3 | 0,00 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 43.466 | -7,90 | 6.581 | -1,19 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.160 | 0,78 | 176 | 8,02 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 27.083 | 13,46 | 4 | 33,33 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 6.255 | 0,06 | 947 | 7,37 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 415 | 0,00 | 63 | 6,90 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 1.521 | 0,00 | 230 | 7,48 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 4.176 | 1,29 | 632 | 8,78 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 4.308 | 2,13 | 652 | 9,58 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 10.646 | 2,18 | 1.612 | 9,59 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 115 | 0,00 | 17 | 6,25 | ||||
| 2026-04-07 | 13F | Hoffman, Alan N Investment Management | 2.134 | 0,00 | 323 | 7,31 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 1.405 | 213 | ||||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 280 | 0,00 | 42 | 7,69 | ||||
| 2026-04-16 | 13F | Greenfield Savings Bank | 4.840 | 0,00 | 733 | 7,17 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 29 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 150.983 | -15,88 | 22.860 | -7,31 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 1.590 | 10,34 | 241 | 17,56 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1.422 | 0,00 | 215 | 7,50 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 13.425 | -0,20 | 2.033 | 7,06 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 46.312 | 2,71 | 7.012 | 10,18 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 100 | 0,00 | 15 | 7,14 | ||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 3.408 | -12,01 | 516 | -5,49 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 3.026 | 0,00 | 458 | 7,26 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 74.238 | 13,62 | 11.240 | 21,88 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 27.372 | -0,10 | 4.144 | 7,16 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 1.790 | 0,00 | 271 | 7,54 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 23.325 | 1,33 | 3.532 | 8,71 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 5.270 | 0,00 | 798 | 7,27 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 28.752 | -1,97 | 4.353 | 5,17 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 8.923 | 18,61 | 1.351 | 27,33 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 570 | 0,00 | 86 | 7,50 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 539.922 | 5,86 | 81.750 | 13,57 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 3.395 | 4,62 | 514 | 12,47 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 6.129 | 0,00 | 928 | 7,17 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 2.092 | 0,00 | 317 | 7,12 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 368 | 56 | ||||||
| 2026-04-08 | 13F | David J Yvars Group | 13.692 | 2,81 | 2.070 | 10,05 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1.695 | 257 | ||||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 8.408 | 3,28 | 1.273 | 10,79 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 70.643 | 0,30 | 10.696 | 7,61 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 15.474 | 108,40 | 2.343 | 123,69 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9.907 | 0,00 | 1.500 | 7,30 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1.367 | 208 | ||||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 4.024 | 0,50 | 608 | 7,43 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1.845 | -9,78 | 279 | -3,12 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 2.095 | 2,70 | 317 | 10,45 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 5.638 | 0,00 | 854 | 7,30 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 165.348 | 0,20 | 25.035 | 7,49 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 7.908 | 6,03 | 1.197 | 13,78 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 200 | -55,75 | 30 | -52,38 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 2.960 | 0,00 | 448 | 7,43 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 3.175 | 2,45 | 481 | 9,84 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 21.389 | -1,69 | 3.238 | 5,47 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 14.552 | 2.203 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 3.485 | 528 | ||||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 1.589 | 0,00 | 241 | 7,14 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 3.675 | -14,04 | 556 | -7,79 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 13.382 | 0,00 | 2.026 | 7,31 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 6.115 | -1,86 | 926 | 5,23 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 1.922 | 0,73 | 291 | 8,18 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 120 | 18 | ||||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 8.880 | -0,18 | 1.344 | 7,09 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 1.771 | 268 | ||||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 35 | 0,00 | 5 | 25,00 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 36.388 | 0,07 | 5.509 | 6,64 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 12.564 | -2,71 | 1.902 | 4,39 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 8.370 | 39,80 | 1.267 | 50,12 | ||||
| 2026-05-14 | 13F | Jupiter Wealth Management LLC | 6.496 | 0,00 | 988 | -2,76 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 297 | 0,00 | 45 | 7,32 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 2.567 | 0,00 | 389 | 7,18 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 62.064 | -2,75 | 9.397 | 4,33 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 2.710 | 0,00 | 410 | 7,33 | ||||
| 2026-04-07 | 13F | Eastern Bank | 8.630 | -2,03 | 1.307 | 5,07 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 24.924 | 2,06 | 3.774 | 9,49 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 1.375 | -93,70 | 208 | -93,25 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1.471 | 3,66 | 223 | 11,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.791.778 | 0,13 | 271.293 | 7,42 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 5.405 | 8,64 | 763 | 7,93 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 2.875 | 0,00 | 435 | 7,41 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 12.264 | -3,84 | 1.857 | 3,11 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 5.144 | -2,83 | 779 | 4,15 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 1.693 | 0,30 | 256 | 7,56 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 21.996 | 9,87 | 3.340 | 12,84 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 7.678 | -0,93 | 1.084 | -1,63 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 418 | -3,24 | 63 | 5,00 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 114.647 | 3,37 | 17.359 | 10,89 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 8.201 | -0,07 | 1.242 | 7,17 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 316 | 0,64 | 48 | 6,82 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 653.948 | -0,01 | 99.014 | 7,27 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 3.545 | -22,80 | 537 | -17,28 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 28.187 | 74,81 | 4.268 | 87,56 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 1.742 | 1,28 | 264 | 8,68 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 7.000 | 0,00 | 1.060 | 7,29 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 27.273 | 1,53 | 4.129 | 8,92 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 13.453 | 0,00 | 2.037 | 7,27 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 11.223 | -3,43 | 1.699 | 3,60 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 1.807 | -6,42 | 274 | 0,37 | ||||
| 2026-05-01 | 13F | First Fiduciary Investment Counsel, Inc. | 2.872 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 6.449 | 0,00 | 976 | 7,25 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 1.587 | 0,00 | 240 | 7,62 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 1.500 | 0,00 | 227 | 7,11 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 57 | 1,79 | 9 | 14,29 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 4.845 | 0,00 | 734 | 7,32 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 384 | 0,52 | 58 | 9,43 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8.671 | 43,35 | 1.313 | 53,81 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 8.012 | -3,33 | 1.213 | 3,76 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 5.490 | 0,00 | 831 | 7,36 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 260 | 0,00 | 39 | 8,33 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 75 | 0,00 | 11 | 10,00 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 1.942 | 0,78 | 294 | 8,09 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5.284 | -28,03 | 793 | -23,55 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 9.645 | -0,62 | 1.460 | 6,65 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 551.385 | 8,64 | 83.486 | 16,54 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 1.775 | 0,62 | 269 | 8,06 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 7.093 | -0,49 | 1.074 | 6,66 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 10.045 | 0,38 | 1.521 | 7,65 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 220.488 | -1,17 | 33.384 | 6,02 | ||||
| 2026-04-21 | 13F | Sandro Wealth Management LLC | 2.334 | -27,20 | 353 | -21,90 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 1.979 | 21,56 | 300 | 30,57 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 957 | 0,63 | 145 | 7,46 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 140 | 0,00 | 21 | 10,53 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 4.518 | -2,17 | 684 | 5,07 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 1.918 | -2,04 | 290 | 5,07 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 1.672 | -1,47 | 253 | 5,86 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 34.081 | -2,66 | 5.160 | 1,44 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 8.883 | 3,19 | 1.345 | 10,71 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 1.631 | 14,86 | 230 | 14,43 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 3.432 | 0,00 | 520 | 0,58 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 11.368 | 1.721 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1.163.600 | -2,21 | 176.181 | 4,91 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 12.420 | 0,43 | 1.881 | 7,74 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 2.606 | -17,40 | 399 | -11,33 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3.701 | 44,85 | 560 | 55,56 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 | -98,92 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 91.571 | 2,89 | 13.865 | 10,37 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 152 | 0,00 | 23 | 9,52 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 36.537 | 5.532 | ||||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 460 | 70 | ||||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 3.010 | 0,00 | 456 | 7,04 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 34.582 | -0,23 | 5.236 | 7,03 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 7.569 | 1.146 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 303 | 46 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 245 | -2,00 | 37 | 5,71 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 6.901 | 17,93 | 1.045 | 26,55 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 3.120 | 0,00 | 472 | 7,27 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 7.720 | 46,60 | 1.182 | 59,08 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 82.521 | 0,00 | 12.495 | 7,28 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1.348 | 204 | ||||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 56.527 | -0,27 | 8.559 | 6,99 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 7.120 | 0,00 | 1.078 | 7,37 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 36.595 | 2,75 | 5.541 | 10,23 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 16.660 | 0,60 | 2.522 | 7,92 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 2.569 | 0,00 | 389 | 7,18 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 44.001 | 27,31 | 6.662 | 36,57 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 333 | 0,00 | 50 | 6,38 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 1.647 | -96,26 | 249 | -96,00 | ||||
| 2026-04-15 | 13F | City Holding Co | 17.681 | -8,53 | 2.677 | -1,87 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 2.970 | 450 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 2.187 | 0,00 | 331 | 7,47 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 3.470 | 0,00 | 525 | 7,36 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 10.849 | 117,37 | 1.643 | 133,24 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 25 | 0,00 | 4 | 0,00 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 14.734 | 0,55 | 2.231 | 7,83 | ||||
| 2026-01-15 | 13F | Westmount Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 4.874 | 0,45 | 738 | 7,75 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 15 | 0,00 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 12.146 | -20,73 | 1.839 | -14,99 | ||||
| 2026-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 1.524 | 0,00 | 231 | 0,88 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 11.300 | 189,74 | 1.711 | 210,91 | |||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 4.692 | -2,92 | 710 | 4,11 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 49.200 | 778,57 | 7.449 | 842,91 | |||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 1 | -99,72 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 3.964 | 0,61 | 600 | 7,91 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3.270 | 0,00 | 495 | 7,38 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 1.840 | 0,00 | 279 | 7,34 | ||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 7.080 | -0,70 | 1.072 | 6,46 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 1.548 | 0,00 | 234 | 7,34 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 16.028 | 2.427 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.918 | 1,53 | 2.107 | 8,95 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.429 | -0,07 | 216 | 7,46 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 21.354 | 0,09 | 3.233 | 7,37 | ||||
| 2026-05-14 | 13F | Edgewood Management Llc | 54.926 | 5,78 | 8.316 | 13,48 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 26.587 | 1,73 | 4.026 | 9,14 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 38.986 | -18,64 | 5.903 | -12,72 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 14.154 | -1,08 | 2.143 | 6,14 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 5.128 | 0,00 | 776 | 7,33 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 14.439 | 0,05 | 2.186 | 7,37 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 155 | 23 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 98.909 | 36,62 | 14.974 | 46,58 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 26.319 | 0,66 | 3.985 | 7,97 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 5.194 | -1,16 | 786 | 6,07 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1.087 | 0,00 | 165 | 7,19 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 15.343 | -93,92 | 2.397 | -93,27 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Nwam Llc | 12.602 | -1,85 | 1.908 | 1,01 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 2.533 | -1,94 | 384 | 5,22 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 2.868 | 0,07 | 434 | 7,43 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 11.177 | 0,00 | 1.692 | 7,29 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 2.341 | -7,80 | 354 | -1,12 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 1.961 | 0,00 | 297 | 7,25 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 459 | 0,00 | 69 | 7,81 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 9.442 | -5,50 | 1.430 | 1,35 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 357 | 0,00 | 54 | 5,88 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 11.305 | 3,07 | 1.712 | 10,60 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 51 | 0,00 | 8 | 0,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 181.493 | 1,33 | 27.480 | 8,70 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 2.476 | -0,80 | 375 | 6,25 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 10.851 | 8,79 | 1.643 | 16,70 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 7.922 | 5,26 | 1.200 | 12,90 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 2.553 | 0,00 | 387 | 7,22 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 7.087 | 1,27 | 1.073 | 8,71 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 11.652 | 2,36 | 1.764 | 9,84 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 2.226 | 0,00 | 337 | 7,32 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.487.430 | 6,12 | 225.212 | 13,84 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 110 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 6.000 | 0,00 | 908 | 7,33 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 200 | 0,00 | 30 | 7,14 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7.538 | -19,84 | 1.141 | -14,02 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 210 | 0,00 | 32 | 6,90 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 163 | 25 | ||||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 2.169 | 328 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 13.558 | 15,42 | 2.053 | 23,84 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 36.485 | 1,12 | 5.524 | 8,48 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 103.563 | 11,04 | 15.680 | 19,12 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 487 | 0,00 | 74 | 7,35 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 24.755 | -7,45 | 3.748 | -0,72 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3.265 | 0,03 | 494 | 7,39 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 415 | 0,00 | 63 | 6,90 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1.785 | 10,46 | 270 | 18,42 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4.340 | 0,63 | 1 | |||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 176 | 1,15 | 27 | 8,33 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 1.145 | 0,00 | 173 | 7,45 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 1.548 | 0,00 | 234 | 7,34 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1.698 | 0,00 | 257 | 7,53 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 668 | 33,60 | 101 | 44,29 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 3.100 | 0,13 | 469 | 7,57 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 253.777 | 3,34 | 38.424 | 10,86 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 142 | 0,00 | 21 | 5,00 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1.009 | 0,00 | 153 | 7,04 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 20.151 | 0,00 | 3.072 | 7,98 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 14.415 | 0,00 | 2.183 | 7,28 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 3.073 | -17,83 | 465 | -11,76 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 16.774 | -4,05 | 2.540 | 2,92 | ||||
| 2026-04-08 | 13F | FOCUS Wealth Advisors, LLC | 38.931 | -4,54 | 5.895 | 2,40 | ||||
| 2026-04-10 | 13F | Franklin Street Advisors Inc /nc | 17.000 | 0,00 | 2.574 | 7,25 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 3.180 | 0,00 | 481 | 7,37 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 1.578 | 0,77 | 239 | 8,18 | ||||
| 2026-05-01 | 13F | Avion Wealth | 1.978 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 4.277 | 11,85 | 648 | 18,72 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 12.999 | 11,04 | 1.968 | 19,13 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 2.336 | 245,56 | 354 | 271,58 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 49.492 | 1,38 | 7.494 | 8,77 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.088 | 154 | ||||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 2.210 | -1,16 | 335 | 6,03 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 1.849 | -0,75 | 280 | 6,49 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 5.798 | -2,31 | 878 | 4,78 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 5.679 | -5,48 | 860 | 1,42 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 1.286 | 0,00 | 195 | 7,18 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 3.625 | 0,00 | 1 | |||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 1.400 | 212 | ||||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 1.500 | -3,23 | 227 | 4,13 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 32.982 | 0,00 | 4.994 | 7,26 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 18.258 | 2.764 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 31.281 | -0,15 | 4.859 | 9,88 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 132.078 | 3,51 | 19.998 | 11,03 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 2.679 | -20,65 | 406 | -14,92 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 692.694 | -0,17 | 104.881 | 7,09 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 20.329 | -7,97 | 3.078 | -1,25 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 17.002 | -0,66 | 2.574 | 6,58 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 550 | -42,23 | 83 | 7,79 | ||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 1.526 | 4,88 | 231 | 12,68 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 4.560 | -0,13 | 690 | 7,14 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 2.486 | -39,69 | 376 | -35,28 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 9.198 | 9,42 | 1.393 | 17,37 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 144 | 0,00 | 22 | 5,00 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 1.337 | 202 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 1.953 | -39,96 | 296 | -35,73 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 5.640 | 99,79 | 854 | 114,32 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 7.719 | -5,17 | 1.169 | 1,74 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 4.015 | 608 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 14.695 | 21,23 | 2 | 100,00 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 14.083 | 0,06 | 2.132 | 7,35 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 1.657 | -10,48 | 251 | -4,21 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 29.817 | -0,36 | 4.515 | 6,89 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 1.608 | 0,00 | 244 | 4,27 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 6.212 | 0,08 | 951 | 3,03 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 727.300 | 3.629,74 | 110.120 | 3.901,45 | |||
| 2026-01-29 | 13F | Vanguard Group Inc | 31.901 | 0,15 | 4.502 | -0,53 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 1.040 | -4,59 | 157 | 2,61 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 1.351 | 205 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 6.838 | -2,98 | 1.035 | 4,12 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 53.100 | 503,41 | 8.040 | 547,26 | |||
| 2026-05-08 | 13F | Firestone Capital Management | 1.601 | 0,00 | 242 | 7,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 2.166 | 8,90 | 328 | 16,79 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 2.400 | 8,11 | 352 | 12,46 | ||||
| 2026-01-30 | 13F | Renasant Bank | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 3.572 | 0,00 | 541 | 7,14 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 206.300 | -68,00 | 31.236 | -65,67 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 18.800 | 2.847 | |||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 311 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 2.103 | 0,00 | 318 | 7,43 | ||||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 5.600 | 0,00 | 848 | 7,22 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 29.069 | 3,31 | 4.401 | 10,83 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 10.054 | 9,57 | 1.522 | 17,53 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 4.457 | 56,94 | 675 | 68,50 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 50 | 2,04 | 8 | 16,67 | ||||
| 2026-04-23 | 13F | Simmons Bank | 12.434 | 0,00 | 1.883 | 7,30 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 8.298 | 0,00 | 1.256 | 7,26 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 13.159 | -14,58 | 1.992 | -8,37 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 4.313 | 0,00 | 653 | 7,40 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.608.990 | -5,11 | 243.617 | 1,79 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 1.375 | 208 | ||||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 4.192 | -1,39 | 635 | 5,67 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 1.600 | -30,28 | 242 | -25,08 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 15.444 | -0,10 | 2.338 | 7,15 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 1.691 | 0,00 | 256 | 7,56 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1.198 | 0,00 | 181 | 7,10 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 3.079 | 1,02 | 466 | 8,37 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 4.334 | 0,00 | 656 | 7,36 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 7.584 | 13,55 | 1.148 | 21,87 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 1.709 | 0,00 | 259 | 7,05 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.202 | 3,38 | 333 | 11,00 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 1.922 | 0,00 | 291 | 7,01 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 9.309 | 2,68 | 1.409 | 10,16 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 5.064 | 0,78 | 767 | 8,04 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 885 | -15,31 | 134 | -9,52 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 6.766 | -0,78 | 1.024 | 6,44 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 10.560 | -2,05 | 1.599 | 5,06 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 1.808 | 20,53 | 274 | 29,38 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 15.253 | 0,00 | 2.309 | 7,30 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 482 | 0,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 30.459 | -0,04 | 4.612 | 7,23 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2.395 | 0,08 | 365 | 4,90 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 550 | 83 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 1.949 | -1,47 | 295 | 5,73 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 3.113 | 14,74 | 471 | 23,30 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 21.916 | -0,65 | 3.318 | 6,59 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 23.458 | 0,00 | 3.552 | 7,28 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 5.920 | -10,49 | 904 | -3,22 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 28.173 | 10,61 | 4.266 | 18,67 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2.190 | 331 | ||||||
| 2026-04-27 | 13F | Insight Inv LLC | 812 | -51,14 | 123 | -47,86 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 455 | 69 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5.339 | 0,62 | 808 | 8,02 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 10.062 | -0,03 | 1.524 | 7,25 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 7.058 | -1,74 | 1.069 | 5,43 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 7.711 | -36,11 | 1.169 | -32,54 | ||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Moment Partners, LLC | 258.828 | 0,60 | 39.189 | 7,92 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1.253 | 190 | ||||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 30.088 | -3,22 | 4.556 | 3,83 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 9.035 | 0,00 | 1.368 | 7,22 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 6.851 | 0,45 | 1.037 | 7,80 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 7.909 | 4,63 | 1.198 | 12,29 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 5.743 | 0,00 | 870 | 7,28 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 2.884 | 34,39 | 437 | 44,37 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 19.364 | 10,47 | 2.932 | 17,24 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 32.822 | -1,46 | 4.970 | 5,72 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 5.233 | 0,52 | 792 | 7,90 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 1.500 | 0,00 | 227 | 7,58 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 167 | 0,60 | 25 | 8,70 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 144.903 | -12,97 | 21.940 | -6,64 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 3.480 | 0,06 | 527 | 7,35 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 2.130 | 323 | ||||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 2.319 | 0,00 | 351 | 7,34 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 1.350 | 204 | ||||||
| 2026-04-21 | 13F | Welch Group, LLC | 4.667 | -66,56 | 707 | -64,14 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 3.318 | 10,31 | 502 | 18,40 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 30.141 | 10,38 | 4.564 | 18,40 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.108 | 0,00 | 168 | 7,05 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 2.561 | 8,70 | 388 | 16,57 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 6.626 | -7,02 | 1.003 | -0,20 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 7.465 | -2,46 | 1.130 | 4,63 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 3.028 | -25,78 | 458 | -20,35 |
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| US:DVY | 154,91 $ |