Grundlæggende statistik
| Institutionelle ejere | 879 total, 879 long only, 0 short only, 0 long/short - change of % MRQ |
| Institutionelle aktier (lange) | 164.686.427 (ex 13D/G) |
| Institutionel værdi (lang) | $ 13.751.066 USD ($1000) |
Institutionelt ejerskab og aktionærer
World Gold Trust - SPDR Gold MiniShares Trust (MX:GLDM) har 879 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 164,686,427 aktier. Største aktionærer omfatter Sumitomo Mitsui Trust Holdings, Inc., Morgan Stanley, Wells Fargo & Company/mn, Bank Of America Corp /de/, Evoke Wealth, Llc, Empower Advisory Group, LLC, UBS Group AG, Cassaday & Co Wealth Management LLC, State Street Corp, and LPL Financial LLC .
World Gold Trust - SPDR Gold MiniShares Trust (BMV:GLDM) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 16.754 | 43,70 | 1.430 | 60,49 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 2.875 | -2,54 | 245 | 8,89 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 257.179 | 0,81 | 23.838 | 9,46 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 11.004 | 4,59 | 939 | 16,79 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 101 | 0,00 | 9 | 14,29 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 40.922 | 3.493 | ||||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 2.374 | 0,00 | 220 | 8,91 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 150 | 0,00 | 13 | 9,09 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 2.575 | 220 | ||||||
| 2026-02-04 | 13F | Community Bank, N.A. | 2.535 | -27,36 | 216 | -18,80 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 3.811 | 2,47 | 325 | 14,44 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 214.228 | 0,77 | 19.857 | 9,41 | ||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 3.780 | 2,19 | 323 | 10,65 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 304 | 28 | ||||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 2.395 | 204 | ||||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 943 | -58,33 | 87 | -54,92 | ||||
| 2026-02-06 | 13F | Payden & Rygel | 1.300.000 | 111 | ||||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 50.466 | -45,08 | 4.678 | -40,37 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 2.905 | 248 | ||||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 73 | 6 | ||||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 23.925 | 1.829 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 18.331 | -2,24 | 1.699 | 6,19 | ||||
| 2026-01-26 | 13F | Invested Advisors | 2.371 | 202 | ||||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 4.942 | 0,00 | 458 | 8,79 | ||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 5.647 | -17,44 | 482 | -7,66 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 68.594 | -0,37 | 5.856 | 11,25 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Catalyst Capital Advisors LLC | 56.300 | -11,20 | 4.806 | -0,83 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 3.133 | 267 | ||||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 3.688 | 0,41 | 369 | 16,04 | ||||
| 2026-02-11 | 13F | Napier Financial, LLC | 115.535 | 9.863 | ||||||
| 2026-02-13 | 13F | Change Path, LLC | 106.292 | 16,17 | 9.074 | 29,72 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.353.509 | 218.147 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Petix & Botte Co | 19.500 | 2,39 | 1.665 | 14,36 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.394 | 129 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 7.590 | 23,58 | 716 | 36,45 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 9.556 | 14,47 | 816 | 27,74 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 9.031 | 4,38 | 771 | 16,49 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 100 | 0,00 | 9 | 12,50 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.250 | 209 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 142.920 | -8,15 | 12.201 | 2,57 | ||||
| 2026-02-13 | 13F | Capital Financial Group Inc\co\ /adv | 34.554 | 2.950 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 69 | -85,65 | 6 | -86,11 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 108.723 | -5,16 | 10.078 | 2,97 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 6.862 | 27,50 | 586 | 42,34 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 10.006 | 16,50 | 854 | 30,18 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 53.842 | -7,64 | 4.596 | 3,14 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Glenview Trust Co | 86.225 | 2,53 | 7.361 | 14,50 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 118.365 | 4,65 | 10.971 | 13,62 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 98.084 | -6,15 | 8.373 | 4,79 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 8.046 | -9,96 | 1 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 8.222 | 14,04 | 762 | 23,90 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 3.734 | 5,96 | 358 | 11,88 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 6.891 | 8,30 | 639 | 17,50 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.243.004 | 5,63 | 106.115 | 17,95 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 15.734 | -45,68 | 1.458 | -41,02 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 7.977 | 188,08 | 681 | 222,27 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Alaska Permanent Fund Corp | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 2.875 | -6,96 | 245 | 3,81 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 11.204 | 9,26 | 956 | 22,09 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 176.274 | 15.049 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 413.927 | -7,48 | 38.367 | 0,45 | ||||
| 2025-12-01 | 13F | CMC Financial Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 144.578 | 12.343 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.604.843 | -12,93 | 137.006 | -2,77 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 57.099 | 6,48 | 5.293 | 15,62 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 184.819 | 17,15 | 15.989 | 31,98 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 7.374.785 | 1,70 | 629.586 | 13,56 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1 | 0,00 | 0 | |||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 4.040 | 0,00 | 374 | 8,72 | ||||
| 2026-02-12 | 13F | Ci Investments Inc. | 55.034 | 15,78 | 4.698 | 156.500,00 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 3.110 | 7,09 | 288 | 16,60 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 2.360 | -21,07 | 219 | -14,51 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 993 | 70,62 | 85 | 90,91 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 5.197 | 482 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.402.960 | 4,49 | 119.771 | 16,68 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 348.473 | 5,26 | 29.749 | 17,55 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 14.222 | 18,15 | 1.214 | 31,96 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 3.300 | 282 | ||||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 19.242 | 1,15 | 1.784 | 9,79 | ||||
| 2026-02-12 | 13F | Gould Capital, LLC | 1.157 | 124,22 | 99 | 151,28 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 97.302 | -18,49 | 9.019 | -11,51 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 38.950 | 6,93 | 3.325 | 19,43 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 385 | -95,15 | 33 | -94,73 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 16.969 | 1.449 | ||||||
| 2026-01-26 | 13F | Lansing Street Advisors | 2.484 | 212 | ||||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 9.447 | 42,85 | 806 | 59,60 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 5.139 | -6,00 | 439 | 5,04 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 682.057 | -26,23 | 63.220 | -19,91 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 5.949 | 0,00 | 508 | 11,67 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 2.881 | 246 | ||||||
| 2026-01-26 | 13F | Key Capital Management, INC | 1.082 | 92 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.033 | -2,04 | 467 | 6,39 | ||||
| 2026-01-23 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 18.387.492 | -0,49 | 1.569.740 | 11,12 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 6.187 | -11,26 | 573 | -3,70 | ||||
| 2026-02-12 | 13F | Betterment LLC | 9.133 | 1 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 401.802 | 0,77 | 37.243 | 9,41 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 54.347 | 4.640 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 23.157 | -23,61 | 2.252 | -8,75 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 20.017 | 9,45 | 1.855 | 18,83 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 18.467 | -3,45 | 1.577 | 7,80 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 655 | 0,00 | 62 | 3,39 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 25.976 | 0,46 | 2.218 | 12,20 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 18.425 | 36,44 | 1.708 | 25,70 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 30.543 | 18,27 | 2.607 | 32,07 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 3.866 | -47,61 | 330 | -41,49 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 13.266 | 1,04 | 1.133 | 12,86 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 3.582 | 332 | ||||||
| 2026-02-10 | 13F | Excalibur Management Corp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.239 | 30,15 | 106 | 45,83 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 59.185 | -6,22 | 5.053 | 4,73 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 58.206 | 40,69 | 4.969 | 57,15 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 29.211 | 0,00 | 2.708 | 8,58 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 2.412 | 206 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 6.968 | 5,56 | 595 | 17,86 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 4.518 | 0,00 | 386 | 11,59 | ||||
| 2026-02-17 | 13F | Hollow Brook Wealth Management LLC | 1.218.677 | -2,37 | 104.038 | 9,03 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 61 | 5 | ||||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 46.283 | -28,30 | 4.445 | -27,92 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 2.662 | -29,50 | 247 | -23,60 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 92.679 | 4,48 | 7.912 | 16,68 | ||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 25.011 | 2.359 | ||||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 94.685 | 8.594 | ||||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 35.804 | -4,39 | 3.057 | 6,78 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 2.162 | 0,00 | 200 | 8,70 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 34.401 | -21,73 | 3.189 | -15,03 | ||||
| 2026-02-17 | 13F | Public Employees Retirement System Of Ohio | 66.900 | 79,84 | 5.711 | 100,88 | ||||
| 2026-02-10 | 13F | Daiwa Securities Group Inc. | 46.367 | 2.280,24 | 4 | |||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 15.512 | 165,66 | 1.438 | 188,55 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 88.961 | 50,15 | 7.595 | 67,67 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 4.446 | -5,67 | 380 | 5,28 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 79.945 | 6.825 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.695.424 | -15,55 | 144.737 | -1,75 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 6.594 | -5,72 | 611 | 2,35 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 455.037 | 23,13 | 38.847 | 37,50 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 44 | 0,00 | 4 | 0,00 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 23.713 | 6,23 | 2.198 | 15,33 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 83.647 | 7.141 | ||||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 5.205 | 18,78 | 444 | 32,54 | ||||
| 2026-02-12 | 13F | Mizuho Bank, Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 468.008 | 6,59 | 43.380 | 15,73 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 12.947 | -0,14 | 1.200 | 8,50 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 53.746 | 6,68 | 4.982 | 15,81 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 101.094 | 8.630 | ||||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 175 | 15 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 13.601 | 1,17 | 1.261 | 9,85 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 27.437 | 59,36 | 2.342 | 77,96 | ||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 29.924 | 74,12 | 2.555 | 94,52 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 7.156 | -1,68 | 611 | 9,71 | ||||
| 2026-01-12 | 13F | Robinson Value Management, Ltd. | 21.899 | 0,29 | 1.870 | 11,98 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 330.650 | 37,01 | 28.228 | 52,99 | ||||
| 2026-02-06 | 13F | Heritage Investors Management Corp | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 9.632 | 9,69 | 822 | 22,50 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 40 | 100,00 | 4 | 200,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 16.493 | 97,76 | 1.555 | 118,71 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 4.197 | 0,00 | 389 | 8,66 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 70 | 0,00 | 6 | 0,00 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 131.546 | -1,53 | 11.230 | 9,96 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 3.110 | -1,14 | 294 | 9,33 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 601 | 56 | ||||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 84.788 | 2,36 | 7.238 | 14,31 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 26.623 | 435,03 | 2.273 | 497,89 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 720.200 | -0,06 | 61.483 | 11,61 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 71.234 | 1.376,05 | 849 | 130,71 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 11 | 10,00 | ||||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 4.000 | 0,00 | 341 | 11,80 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 87.371 | 36,67 | 7.459 | 52,61 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Bank of New Hampshire | 928 | 86 | ||||||
| 2025-11-06 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 386.065 | 4,68 | 32.958 | 16,90 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 18.979 | 347,09 | 1.620 | 482,73 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 165.427 | -17,61 | 15.333 | -10,55 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 10 | -28,57 | 1 | -100,00 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 68.561 | 25,42 | 6.355 | 36,18 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 16.965 | 0,00 | 1.569 | 3,91 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 2.191.901 | -13,70 | 187.123 | -3,63 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 16.824 | -52,43 | 1.559 | -48,36 | ||||
| 2026-02-12 | 13F | NDVR, Inc. | 56.736 | -9,56 | 4.844 | 0,98 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 11.012 | -26,57 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 51 | 121,74 | 5 | 300,00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 16.926 | -27,33 | 1.569 | -21,13 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 108 | -94,66 | 10 | -94,19 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.035 | -8,81 | 79 | 6,76 | ||||
| 2026-02-03 | 13F | Entruity Wealth, LLC | 3.900 | -2,18 | 333 | 9,21 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 6.861 | 667 | ||||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 10.040 | 857 | ||||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 3.913 | 20,77 | 363 | 31,16 | ||||
| 2026-01-29 | 13F | Managed Asset Portfolios, Llc | 100.303 | -6,27 | 8.563 | 4,66 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 13.382 | 24,74 | 1.142 | 39,27 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 19.011 | 0,00 | 1.762 | 8,63 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 31.829 | 208,12 | 2.717 | 244,36 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 2.556 | 218 | ||||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 173.345 | 4,27 | 16.067 | 13,20 | ||||
| 2026-02-05 | 13F | AMJ Financial Wealth Management | 94.851 | -10,08 | 8.097 | 0,41 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2.957 | 276 | ||||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 90.183 | -4,50 | 7.699 | 6,64 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Clifford Group, LLC | 4.563 | 1,45 | 390 | 13,41 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 116 | 10 | ||||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 164.385 | -4,33 | 15.237 | 10,17 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 3.904 | 0,00 | 362 | 8,41 | ||||
| 2026-02-12 | 13F | Intesa Sanpaolo Wealth Management | 139.117 | 11.876 | ||||||
| 2026-01-23 | 13F | Avion Wealth | 7 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 46.358 | -1,64 | 4.297 | 6,79 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.440 | 226 | ||||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 32.381 | 13,97 | 2.764 | 27,26 | ||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 26.210 | 2.004 | ||||||
| 2026-02-12 | 13F | Adviser Investments LLC | 49.761 | -11,27 | 4.248 | -0,91 | ||||
| 2026-02-17 | 13F | Nearwater Capital Markets, Ltd | 276.600 | 23.613 | ||||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 5.923 | 506 | ||||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 10.046 | 1,12 | 858 | 12,91 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 2.379 | -48,02 | 221 | -43,59 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 75.012 | -12,81 | 6.404 | -2,65 | ||||
| 2026-04-15 | 13F | Birch Capital Management, LLC | 2.740 | 0,00 | 254 | 8,58 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 4 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 178.128 | 2.168,57 | 15.207 | 2.434,33 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 58.151 | -38,82 | 5.488 | -32,36 | ||||
| 2025-11-14 | 13F/A | Skopos Labs, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 2.374 | -6,76 | 220 | 1,38 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 1.347.980 | -3,07 | 115.077 | 8,24 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 8.470 | 0,00 | 723 | 11,75 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 35 | 3 | ||||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 512.994 | -8,94 | 43.794 | 1,69 | ||||
| 2026-01-23 | 13F | S. R. Schill & Associates | 17.600 | 1,62 | 1.503 | 13,44 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2.420 | 224 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 5.547 | 22,23 | 514 | 32,82 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 129.831 | 1,04 | 12.034 | 9,71 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 11.947 | 1.020 | ||||||
| 2026-02-06 | 13F | Copia Wealth Management | 16.061 | 7,60 | 1.371 | 20,16 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 11.464 | -18,68 | 979 | -9,19 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 56.220 | 0,00 | 4.800 | 11,66 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 18.955 | -9,67 | 1.757 | -1,95 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91.208 | -2,30 | 8.454 | 6,09 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.959 | 509 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 64 | 128,57 | 6 | 150,00 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 131.780 | -6,86 | 11.250 | 4,00 | ||||
| 2026-02-09 | 13F | First National Trust Co | 5.502 | 20,71 | 470 | 34,77 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 520 | 0,00 | 48 | 9,09 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 3.377.267 | -0,89 | 288.317 | 10,67 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 671.036 | 0,00 | 57 | 11,76 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 21.235 | 28,38 | 1.813 | 43,35 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 32.341 | 1,96 | 2.761 | 13,86 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 2.650 | -55,16 | 246 | -51,39 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 59.683 | 21,40 | 5.095 | 35,58 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 3.948 | 337 | ||||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 20.286 | 8,91 | 1.732 | 21,56 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 36.862 | 0,49 | 3.147 | 12,20 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 4.378 | 28,05 | 0 | |||||
| 2026-02-05 | 13F | Requisite Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 9.036 | -42,04 | 771 | -35,26 | ||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 156.156 | -5,86 | 13.331 | 5,13 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 146.357 | 382,26 | 3.461 | 33,59 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 22.488 | -57,77 | 2.084 | -54,16 | ||||
| 2026-02-11 | 13F | Aspetuck Financial Management LLC | 28.295 | 0,58 | 2.416 | 12,33 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 340.943 | 170,32 | 31.602 | 193,50 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 100 | 9 | ||||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 3.601 | -47,80 | 334 | -43,37 | ||||
| 2026-04-14 | 13F | Corecam Pte. Ltd. | 8.240 | 92,97 | 764 | 109,62 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 2.147 | 0,00 | 199 | 8,74 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 533.574 | 6,88 | 45.551 | 19,35 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 10.351 | 294,17 | 884 | 341,50 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 156 | 56,00 | 0 | |||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 55.657 | 4,68 | 4.751 | 16,90 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 33.484 | 0,65 | 3.368 | 32,40 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 2.508 | 232 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 346.996 | 1,48 | 29.623 | 13,33 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 73.518 | -41,97 | 6.276 | -35,20 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 303.017 | 1,47 | 25.869 | 117.481,82 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 32.398 | 26,30 | 2.766 | 41,00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 14.824 | 7,58 | 1.374 | 16,84 | ||||
| 2026-04-13 | 13F | Arwa Llc | 4.781 | 43,06 | 451 | 58,25 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 354 | -54,20 | 30 | -49,15 | ||||
| 2026-01-29 | 13F | China Universal Asset Management Co., Ltd. | 206.200 | 8,99 | 17.603 | 21,70 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 8.300 | 9,01 | 769 | 18,31 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 6.827 | -56,25 | 583 | -51,17 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 9.820 | 838 | ||||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 2.735 | -62,17 | 233 | -57,79 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 3.849 | 0,00 | 357 | 8,54 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 15.852 | 10,55 | 1.353 | 23,45 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 4.204 | 0,00 | 390 | 8,66 | ||||
| 2026-02-17 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.654.569 | 14,09 | 141.251 | 27,40 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 36.806 | 1,78 | 3.142 | 13,68 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 4.678 | -1,08 | 399 | 10,53 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 23.040 | 1.967 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 640.580 | 0,77 | 60.406 | 11,31 | ||||
| 2026-02-05 | 13F | Blue Water Asset Management | 3.696 | 316 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 87.822 | -3,72 | 8.140 | 4,55 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 6.790 | 4,30 | 580 | 16,50 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 53.314 | 5,89 | 4.551 | 18,24 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 4.220 | 0,00 | 391 | 8,61 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 1.331 | -13,35 | 114 | -3,42 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 21 | -94,57 | 2 | -96,97 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 22.246 | 1.899 | ||||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 41.798 | -36,32 | 3.568 | -28,88 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 104.119 | 2,89 | 9.651 | 11,72 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 96.619 | 0,00 | 8.248 | 11,67 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 57.661 | -21,17 | 5.345 | -14,41 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 132.339 | 100,44 | 11.298 | 123,84 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 3.985 | 0,00 | 369 | 8,53 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 86.793 | 10,74 | 7.410 | 23,67 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 170.467 | -7,02 | 15.801 | 0,95 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 264.126 | 6,42 | 22.548 | 18,84 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8.051 | 20,87 | 687 | 34,97 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 9.232 | 3.029,49 | 788 | 3.481,82 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 3.048 | 260 | ||||||
| 2026-02-12 | 13F | JT Stratford LLC | 10.187 | -3,08 | 870 | 8,22 | ||||
| 2026-02-12 | 13F | LWM Advisory Services, LLC | 157.581 | -2,42 | 13.453 | 8,96 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 3.150 | 0,00 | 269 | 11,67 | ||||
| 2026-02-09 | 13F | King Wealth | 6.301 | 1 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.855 | -65,88 | 357 | -62,97 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 5.450 | 0,00 | 465 | 11,78 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 12.367 | -8,79 | 1.146 | -0,95 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 2.815 | 0,00 | 261 | 8,33 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 557.735 | 72,82 | 47.614 | 92,98 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 12.688 | 89,29 | 1.176 | 105,59 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 139.845 | 3,82 | 10.691 | 21,14 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 28.044 | 599,53 | 2.599 | 659,94 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 134.223 | 0,72 | 12.441 | 9,36 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 6.556 | -34,73 | 608 | -29,17 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 3.530 | -38,51 | 327 | -33,27 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 15.814 | -1,54 | 1.466 | 6,86 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 533.240 | -2,57 | 45.523 | 8,79 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 23.846 | 2.036 | ||||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 28.604 | -1,95 | 2.442 | 9,46 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | JBR Co Financial Management Inc | 11.190 | 0,00 | 955 | 0,00 | ||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 277.224 | 13,05 | 23.667 | 26,25 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 2.692 | 287 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 3.116 | -2,87 | 289 | 5,49 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 3.525 | 301 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 198 | 18 | ||||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 209.138 | 0,84 | 17.854 | 12,62 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 53.559 | 3,13 | 4.964 | 11,98 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 67.258 | 3,78 | 6.595 | 33,12 | ||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 6.848 | 17,28 | 585 | 23,21 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 25.767 | -0,55 | 2.200 | 11,06 | ||||
| 2025-11-14 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 8.920 | 2,40 | 762 | 14,44 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 109 | 9 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 34.823 | 2,25 | 2.973 | 14,18 | ||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 69.111 | 0,42 | 5.900 | 12,15 | ||||
| 2026-02-13 | 13F | State Street Corp | 3.065.944 | 13,43 | 261.740 | 26,67 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 3.034 | 0,00 | 259 | 12,12 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 12.258 | 4,67 | 1.046 | 16,87 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 4.727 | -68,13 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8.055 | 103,61 | 747 | 121,36 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 7.946 | -4,25 | 678 | 6,94 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 4.193 | 389 | ||||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 3.309 | 282 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 6.829 | 41,04 | 633 | 53,03 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 2.919 | 0,00 | 249 | 11,66 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 921.392 | -34,09 | 90.352 | -15,46 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 104.390 | -21,12 | 9.676 | -14,36 | ||||
| 2026-01-21 | 13F | Kraematon Investment Advisors, Inc | 59.392 | -0,38 | 5.070 | 11,26 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 22.470 | 1,10 | 1.918 | 12,89 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 11.127 | -0,07 | 950 | 11,52 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 9.704 | 27,22 | 828 | 42,02 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 8.421 | 0,00 | 781 | 8,64 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 2.039 | -24,12 | 189 | -17,90 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 2.733 | 233 | ||||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 83.030 | 213,31 | 7.696 | 240,23 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 7.258 | -6,94 | 675 | -1,60 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 236 | 0,00 | 20 | 11,11 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 44.104 | -0,08 | 3.765 | 11,59 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 72.228 | 3,70 | 6.695 | 12,58 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 37.130 | 51,36 | 3.170 | 69,01 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 2.639 | 225 | ||||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 150 | 13 | ||||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 3.560 | 0,00 | 330 | 8,58 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Hillsdale Investment Management Inc. | 28 | 0,00 | 2 | 0,00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 476 | 0,00 | 44 | 10,00 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 2.637.892 | 226.595 | ||||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 3.261 | 278 | ||||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 11.811 | -17,41 | 1.008 | -7,78 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 3.186 | -3,54 | 274 | 8,33 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 16.701 | 4,05 | 1.426 | 16,14 | ||||
| 2026-01-28 | 13F | Oversea-Chinese Banking CORP Ltd | 656.114 | 40,60 | 56.012 | 57,01 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 18.581 | 11,06 | 1.722 | 20,59 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 3.573 | 16,73 | 331 | 26,82 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 1.022.992 | -62,11 | 87.333 | -57,69 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 2.930 | -13,72 | 250 | -3,47 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 450 | 0,00 | 42 | 7,89 | ||||
| 2026-02-17 | 13F | Semper Augustus Investments Group Llc | 23.979 | 20,72 | 2.047 | 34,85 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 55 | 0,00 | 5 | 25,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 166 | 0,00 | 15 | 7,14 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 3.350 | 286 | ||||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 5.505 | -10,27 | 470 | 0,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 17.177 | -5,47 | 1.466 | 5,54 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 805.363 | -9,48 | 68.753 | 1,08 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2.572 | -66,13 | 238 | -63,27 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 70.940 | -12,13 | 6.575 | -4,60 | ||||
| 2026-02-14 | 13F | American Trust | 52.282 | -6,30 | 4.463 | 4,64 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 20.008 | 16,45 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 60 | 0,00 | 5 | 25,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 102.029 | 1,36 | 8.710 | 13,19 | ||||
| 2026-02-17 | 13F | Nissay Asset Management Corp /japan/ /adv | 618.927 | 38,48 | 52.838 | 54,64 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 221.713 | -3,59 | 20.550 | 4,68 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 6.873 | 637 | ||||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 6.018 | -1,67 | 558 | 6,70 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 10.562.081 | 22,55 | 901.685 | 36,85 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 26.193 | 89,04 | 2.236 | 111,14 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 5.511 | 4,97 | 511 | 13,84 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 985 | 392,50 | 84 | 460,00 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 779.777 | -1,33 | 72.278 | 7,13 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 13.015 | -1,07 | 1.206 | 7,39 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 31.558 | -65,50 | 2.925 | -62,54 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 32.510 | 9,17 | 2.775 | 21,92 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 4.931 | 0,00 | 457 | 8,81 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 25.156 | -8,85 | 2.332 | -1,02 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 119.983 | -9,51 | 11.121 | -1,75 | ||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 3.328 | 284 | ||||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 90.000 | 21,96 | 8.342 | 32,43 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 3.500 | 324 | ||||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 1.791 | 0,00 | 166 | 9,21 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 917 | 152,62 | 85 | 180,00 | ||||
| 2026-01-27 | 13F | ZEGA Investments, LLC | 19.931 | -7,77 | 1.702 | 2,97 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 9.151 | 0,00 | 781 | 11,73 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 50.000 | -6,37 | 4.268 | 4,56 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 25.437 | 0,00 | 2.172 | 11,68 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 66.033 | 9,08 | 6.121 | 18,44 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 270 | 23 | ||||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 840.575 | 2,41 | 71.760 | 14,36 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 130.354 | -52,20 | 12.055 | -50,31 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 162.389 | 1,57 | 13.863 | 13,43 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 4.486 | -61,56 | 400 | -55,16 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 5.036 | 13,22 | 430 | 26,18 | ||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.458.482 | -3,71 | 124.511 | 7,53 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 20.936 | 3,82 | 1.787 | 15,96 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 2.895 | 248 | ||||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 512.932 | -0,75 | 43.789 | 10,83 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 74.162 | 5,66 | 6.331 | 18,01 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 16.141 | 0,00 | 1.378 | 0,00 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 100.066 | 2,71 | 9.275 | 11,52 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 4.743 | -41,15 | 367 | -40,42 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 63.200 | -14,84 | 5.858 | -7,53 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 18.128 | 5,89 | 1.548 | 18,27 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 8.134 | 65,36 | 754 | 79,71 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 2.942 | 7,77 | 0 | |||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 24.914 | 19,66 | 2.127 | 33,63 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 150 | 13 | ||||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.893 | 162 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 789.755 | 1.874,78 | 67.421 | 2.105,46 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 2.674 | 248 | ||||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 2.820 | -0,32 | 241 | 11,11 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 756 | 70 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 11.338 | 968 | ||||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fullerton Fund Management Co Ltd | 364.751 | -34,18 | 31.139 | -26,50 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 189 | 16 | ||||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 46.484 | -52,50 | 3.968 | -46,96 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 993.809 | -12,02 | 84.840 | -1,75 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 9.877 | -3,85 | 843 | 7,39 | ||||
| 2026-02-14 | 13F | Copley Financial Group, Inc. | 105.610 | -2,72 | 9.016 | 8,63 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 391 | 33 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 1.993 | 0,00 | 170 | 11,84 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 13.016 | -16,45 | 1.114 | -6,71 | ||||
| 2026-02-17 | 13F | Brown Financial Advisors | 26.480 | -4,23 | 2.261 | 6,96 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 909.603 | 23,33 | 77.653 | 37,72 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.628.261 | 47,81 | 150.923 | 60,48 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 0 | 0 | ||||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 19.066 | -12,71 | 1.976 | 12,92 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 4 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 14.003 | 0,87 | 1.195 | 12,63 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Financial Life Advisors | 76.657 | 0,48 | 6.544 | 12,21 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 4.102 | -20,23 | 380 | -13,24 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 23.390 | -3,74 | 1.997 | 7,49 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 170.329 | -13,14 | 14.541 | -3,01 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 5.843 | 9,36 | 542 | 18,64 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 6.264 | 1,39 | 535 | 13,14 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 28.787 | 1,02 | 2.668 | 9,70 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 3.072 | 0,00 | 285 | 8,40 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 22.389 | 266,13 | 1.911 | 309,21 | ||||
| 2026-01-29 | 13F | UBS Group AG | 3.412.428 | 2,91 | 291.319 | 14,92 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 22.845 | -48,57 | 2.118 | -44,16 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 7.350 | -18,33 | 681 | -17,45 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 22.675 | 8,86 | 1.936 | 21,55 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 27.438 | -17,38 | 2.342 | -7,72 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 16.798 | 62,39 | 1 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.076.318 | 20,38 | 91.885 | 34,43 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 2.774 | 0,00 | 237 | 11,32 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 2.265 | 210 | ||||||
| 2026-02-03 | 13F | Bokf, Na | 250 | -37,50 | 21 | -30,00 | ||||
| 2025-11-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 2.946 | 273 | ||||||
| 2026-01-30 | 13F | Joseph Group Capital Management | 52.891 | -10,65 | 4.515 | -0,22 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 10.572 | 40,18 | 903 | 56,60 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 16.277 | -1,70 | 1.390 | 9,80 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 812.077 | -19,47 | 69 | -10,39 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Keel Point, LLC | 2.631 | 225 | ||||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 23.267 | -1,99 | 1.986 | 9,48 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 9.293 | -2,64 | 861 | 5,77 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 203.477 | -28,97 | 18.746 | -26,13 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 8.162 | 0,00 | 697 | 11,72 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2.269 | 210 | ||||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 2.582 | -4,86 | 220 | 6,28 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 69.466 | -1,54 | 5.926 | 10,11 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 303 | 236,67 | 28 | 300,00 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 5.723 | -27,26 | 489 | -18,80 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 69.573 | 0,02 | 6.449 | 8,59 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 33.250 | 0,82 | 3.082 | 9,45 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 10.273 | -58,52 | 877 | -53,67 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | McAdam, LLC | 5.579 | -0,09 | 476 | 11,74 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 4.679 | -8,27 | 434 | 11,31 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 586 | 50 | ||||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 20.100 | 0,00 | 1.716 | 11,65 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 825 | 0,00 | 70 | 11,11 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 5 | 0 | ||||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 145.146 | -0,29 | 12 | 9,09 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 32.207 | 2.750 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 32 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 4.424 | 54,74 | 378 | 72,94 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 23.106 | 76,07 | 2.142 | 91,16 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 1.020 | 0,00 | 87 | 12,99 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 7.159 | -1,69 | 611 | 9,89 | ||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 240.000 | 20.489 | ||||||
| 2026-04-24 | 13F | Kendall Capital Management | 17.073 | -1,00 | 1.582 | 7,47 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 190.959 | -19,42 | 16 | -11,11 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 15.412 | 5,45 | 1.316 | 17,73 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 20.776 | -15,77 | 1.903 | -3,89 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 72 | 0,00 | 7 | 0,00 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 11.033 | 32,56 | 1.023 | 43,94 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 98 | 0,00 | 8 | 14,29 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 41.887 | -9,71 | 3.576 | 0,82 | ||||
| 2026-04-13 | 13F | E Fund Management Co., Ltd. | 144.525 | -59,96 | 13.396 | -43,35 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 11.513 | -28,01 | 1.067 | -21,83 | ||||
| 2026-02-20 | 13F | Bauman Advisory Group, LLC | 5.997 | 512 | ||||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 45.958 | 0,00 | 4.391 | 21,24 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 592.939 | -19,51 | 50.619 | -10,11 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 40.868 | -3,00 | 3.489 | 8,32 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 2.621 | 224 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 11.961 | 61,50 | 1.109 | 75,32 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 13.213 | -10,84 | 1.128 | -0,44 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 115.886 | 1,08 | 9.894 | 12,89 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 4.010 | 372 | ||||||
| 2026-02-11 | 13F | Palladiem, Llc | 75.597 | 6.489 | ||||||
| 2026-04-23 | 13F | Ami Asset Management Corp | 5.069 | 470 | ||||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 72.210 | -1,33 | 6.165 | 10,19 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 44.724 | -9,03 | 4.145 | -1,24 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 490.467 | 1,30 | 44.490 | 15,78 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.065 | 0,00 | 99 | 8,89 | ||||
| 2026-02-02 | 13F | Access Investment Management LLC | 4.600 | 0,00 | 352 | 0,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 353 | -18,66 | 30 | -9,09 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 6.105 | 0,00 | 521 | 11,80 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 3.822 | 3,94 | 326 | 16,01 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 222.241 | 5,07 | 19.103 | 18,14 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 11.132 | -9,12 | 950 | 1,50 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.335.584 | 1,32 | 114.019 | 13,14 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17.777 | 1.687 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.902 | 237,23 | 162 | 276,74 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 6.346 | 13,34 | 588 | 23,27 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 43.928 | 2,09 | 4.072 | 10,84 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 6.587 | 16,11 | 562 | 29,79 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 160.690 | -4,17 | 13.718 | 0,72 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 2.964 | 0,00 | 275 | 8,30 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.800 | 154 | ||||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 8.160 | -6,15 | 697 | 4,82 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 8.522 | 0,52 | 728 | 12,19 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 3.431 | 293 | ||||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 830 | 69,39 | 71 | 89,19 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 2.768 | -5,75 | 257 | 2,40 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 33.167 | 2.831 | ||||||
| 2026-02-06 | 13F | Resona Asset Management Co.,Ltd. | 2.229.600 | 28,21 | 191.300 | 45,09 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 38.330 | -15,26 | 3.553 | -8,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 17.799 | -25,94 | 1.650 | -19,60 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Paul R. Ried Financial Group, LLC | 39.274 | -11,67 | 3.353 | -1,38 | ||||
| 2026-02-13 | 13F | Coco Enterprises, LLC | 228.164 | -3,46 | 19.478 | 7,55 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 80.058 | -1,47 | 7.421 | 6,98 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 148 | 0,00 | 13 | 9,09 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 5.602 | 9,61 | 511 | 26,87 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 2.163 | 200 | ||||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 268 | 28,85 | 23 | 46,67 | ||||
| 2025-11-14 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 25.786 | -11,52 | 2.201 | -1,21 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 7.542 | 699 | ||||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 14.474 | 1.448 | ||||||
| 2026-01-15 | 13F | Range Financial Group LLC | 5.345 | 94,72 | 456 | 118,18 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 2.541 | 2,09 | 236 | 10,85 | ||||
| 2026-01-28 | 13F | Sage Private Wealth Group, Llc | 173.877 | 1,91 | 14.844 | 13,80 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 5.560 | -6,63 | 541 | 16,34 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.363 | 3,97 | 116 | 16,00 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 5.212 | 38,80 | 483 | 50,94 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 16.288 | -1,89 | 1.510 | 6,49 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 1.810 | 36.100,00 | 155 | |||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 10.677 | 911 | ||||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 3.027 | 258 | ||||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 2.667 | 0,00 | 228 | 11,82 | ||||
| 2026-02-12 | 13F | Marex Group plc | 48.989 | 14,08 | 4.182 | 27,42 | ||||
| 2026-02-17 | 13F | Nepc Llc | 634.975 | 3,27 | 54.208 | 15,32 | ||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 14.589 | -7,82 | 1.245 | 2,98 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 25.883 | -6,96 | 2.399 | 1,05 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bfsg, Llc | 1.877 | 0,00 | 160 | 11,89 | ||||
| 2026-02-03 | 13F | Encompass More Asset Management | 191.999 | -0,53 | 16.391 | 11,07 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 14.122 | 3,18 | 1.206 | 15,20 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 202.090 | -0,90 | 17.252 | 10,67 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 3.383 | 0,00 | 314 | 8,68 | ||||
| 2026-01-29 | 13F | Bravias Capital Group, LLC | 24.773 | 14,09 | 2.115 | 27,43 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 353.898 | 40,57 | 30.212 | 56,98 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 2.870.368 | 7,62 | 245.117 | 20,20 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 49.413 | 4.218 | ||||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 4.401 | 16,83 | 415 | 29,28 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 302.700 | 22,20 | 25.841 | 36,46 | ||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 7.261 | -4,54 | 673 | 3,70 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 5.619 | -6,01 | 521 | 1,96 | ||||
| 2026-02-09 | 13F | Main Street Research LLC | 462.316 | -0,97 | 39.468 | 10,58 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 12.204 | -6,58 | 1.131 | 1,43 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 87.251 | 7.449 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 65.779 | 18,70 | 5.616 | 32,55 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 11.783 | -11,72 | 1.006 | -1,47 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 13.822 | 1.327 | ||||||
| 2026-01-27 | 13F | First Horizon Corp | 2.246 | 78,82 | 192 | 98,96 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 21.905 | 0,01 | 1.870 | 11,71 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 45 | 0,00 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1.603.510 | 4,27 | 148.629 | 13,21 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 8.685 | 741 | ||||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 343 | 174,40 | 10 | 12,50 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 120.980 | 26,12 | 10.328 | 40,84 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 54.665 | -9,07 | 5.067 | -1,29 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 4.465 | -11,74 | 341 | 3,02 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 13.381 | -5,41 | 1.240 | 2,73 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 4.055 | 0,00 | 346 | 11,61 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 36.505 | -59,69 | 3.384 | -56,24 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 3.072 | 0,00 | 262 | 11,97 | ||||
| 2026-04-15 | 13F | McAlvany Wealth Management LLC | 159.084 | -1,50 | 14.209 | 3,06 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wealth Alliance | 9.052 | 169,16 | 773 | 200,39 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 663.291 | -8,48 | 56.654 | 2,25 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 24.853 | -56,42 | 2 | -50,00 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 1.623 | -4,36 | 139 | 6,98 | ||||
| 2026-02-06 | 13F | Marble Harbor Investment Counsel, LLC | 53.400 | -16,63 | 4.559 | -6,90 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 66.839 | -2,31 | 6.195 | 6,08 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 2.864 | -18,64 | 244 | -9,29 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 8.106 | 4,04 | 692 | 16,30 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 465.836 | -2,22 | 39.768 | 9,20 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 15.344 | 1.411 | ||||||
| 2025-11-07 | 13F | Balentine LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Medici Capital Llc | 204.026 | 0,00 | 17.418 | 11,67 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 187.866 | -11,12 | 17.413 | -3,50 | ||||
| 2026-01-23 | 13F | Timber Creek Capital Management LLC | 217.761 | -2,85 | 18.590 | 8,49 | ||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 25.340 | 3,78 | 2.163 | 15,85 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 24.855 | 2,66 | 2.304 | 11,47 | ||||
| 2026-02-17 | 13F | Fmr Llc | 12.139 | 10,61 | 1.036 | 23,48 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 4.159 | 43,41 | 355 | 60,63 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 23.626 | -5,97 | 2.017 | 5,00 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 4.720 | -37,61 | 403 | -30,45 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 156.173 | -19,08 | 14.476 | -12,14 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Q3 Asset Management | 22.458 | 13,21 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Compass Wealth Management, LLC/GA | 66.022 | 6,87 | 5.636 | 19,33 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 3.734 | 0,00 | 319 | 11,58 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 14.778 | 6,29 | 1.262 | 18,74 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 5.800 | -97,26 | 495 | -96,94 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 12.820 | -25,52 | 1.094 | -16,81 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 551 | -46,81 | 51 | -42,05 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 20 | 2 | ||||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 2.215 | 205 | ||||||
| 2026-01-20 | 13F | Aspiriant, Llc | 3.837 | 328 | ||||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 662 | 0,00 | 57 | 12,00 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 3.075 | -4,86 | 263 | 6,07 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | KWB Wealth | 125.159 | -1,63 | 10.685 | -1,63 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 642.531 | -50,57 | 54.859 | -44,80 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 625.603 | -5,38 | 57.987 | 2,74 | ||||
| 2026-02-11 | 13F | Mcmorgan & Co Llc | 234.992 | -11,94 | 20.061 | -1,67 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 56.736 | 5.259 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 8.415 | 10,84 | 1 | -100,00 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 6.499 | 142,77 | 555 | 171,57 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 48.756 | 517,71 | 4.519 | 571,47 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 3.326 | 0,64 | 308 | 9,22 | ||||
| 2026-01-16 | 13F | Standard Life Aberdeen plc | 6.561 | 560 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 26 | 0,00 | 2 | 100,00 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 53.300 | 8,98 | 4.940 | 18,32 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 30.282 | -9,07 | 2.760 | 4,07 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 176.274 | 7,33 | 15.049 | 19,86 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 4.122 | 352 | ||||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 62.725 | 14,80 | 5.814 | 24,64 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 7.748 | 86,29 | 661 | 108,52 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 43.384 | 18,20 | 3.704 | 32,01 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 16 | 0,00 | 1 | 0,00 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 49 | 0,00 | 0 | |||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 1.367 | 314,24 | 127 | 350,00 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 2.675 | -0,85 | 228 | 10,68 | ||||
| 2026-03-03 | 13F/A | Integrated Investment Consultants, LLC | 2.420 | 207 | ||||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 22.418 | -0,37 | 1.914 | 11,22 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Henderson Brothers Financial Partners, LLC | 72.209 | 6.164 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 22.622 | -23,40 | 1.931 | -14,44 | ||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 2.896 | 247 | ||||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 35.673 | -66,22 | 3.045 | -62,28 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 86.163 | 7.356 | ||||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 6.355 | 1 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 97.292 | -4,64 | 9.018 | 3,54 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 15.176 | 0,00 | 1.407 | 8,57 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Covestor Ltd | 17 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | RM Financial Services, LLC | 112.169 | 9.576 | ||||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 262.000 | 28,05 | 22.367 | 43,00 | ||||
| 2026-02-06 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 200 | -72,79 | 19 | -70,97 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 5.340 | 0,00 | 495 | 8,57 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 9.553 | -0,21 | 853 | 4,41 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5.952 | 0,97 | 1 | |||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 110.097 | -2,04 | 9.388 | 10,30 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 77.671 | -36,23 | 6.631 | -28,80 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 3.018 | 0,00 | 258 | 11,74 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 30.521 | 15,50 | 2.606 | 28,96 | ||||
| 2026-02-18 | 13F | CacheTech Inc. | 12.113 | 1.034 | ||||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 55.038 | 0,73 | 4.699 | 12,47 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 618.294 | 10,97 | 52.784 | 23,92 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 88 | -55,78 | 8 | -50,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 4.753 | -5,60 | 441 | 2,56 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 815.693 | 10,93 | 69.636 | 23,87 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 3.741 | -51,90 | 347 | -47,81 | ||||
| 2026-04-15 | 13F | City Holding Co | 281 | 4,07 | 26 | 13,04 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 25.903 | -31,50 | 2.401 | -25,65 | ||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 128 | 11 | ||||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 1.400 | 0,00 | 120 | 11,21 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 580 | -11,99 | 50 | -2,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 7.780 | 0,00 | 721 | 8,58 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 19.358 | 1.794 | ||||||
| 2026-02-17 | 13F | Boothbay Fund Management, Llc | 22.600 | 8,13 | 1.929 | 20,79 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 2.391 | 204 | ||||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 19.452 | -9,80 | 1.661 | 0,73 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 3.950 | -11,24 | 337 | -3,99 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 7.913.715 | 54,32 | 675.594 | 72,33 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 12.335 | 19,96 | 1.143 | 30,33 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 71.816 | -11,35 | 6.131 | -1,02 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 40.552 | 2,06 | 3.462 | 13,96 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 25.500 | 0,00 | 2.268 | 15,66 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 2.288 | -42,09 | 212 | -37,09 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 17.530 | 11,98 | 1.625 | 21,56 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 986.193 | -8,18 | 84.191 | 2,53 | ||||
| 2026-02-13 | 13F | Avos Capital Management, LLC | 100.966 | -8,74 | 8.619 | 1,90 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 3.561 | 108,25 | 306 | 134,62 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 449 | 0,00 | 38 | 11,76 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 18.434 | -5,92 | 1.709 | 2,15 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 61 | 0,00 | 5 | 25,00 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 24.209 | -6,00 | 2.244 | 2,05 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 11.998 | 0,23 | 1.112 | 8,91 | ||||
| 2026-02-04 | 13F | Nwam Llc | 14.791 | -29,19 | 1.480 | -18,29 | ||||
| 2026-01-27 | 13F | PFG Advisors | 103.105 | 7,27 | 8.802 | 19,79 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 14.350 | 2,05 | 1.330 | 10,83 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 10.554 | -1,09 | 901 | 10,43 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 14.763 | 0,74 | 1.368 | 8,74 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 72 | 6 | ||||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 9.803 | 909 | ||||||
| 2026-02-17 | 13F | Creative Planning | 557.259 | 1.150,13 | 47.573 | 1.296,33 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 7.900 | 13,93 | 674 | 27,17 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 69 | -97,58 | 7 | -99,34 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.263 | 0,00 | 108 | 11,46 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 416.926 | -24,94 | 36 | -16,67 | ||||
| 2026-03-20 | 13F/A | Hsbc Holdings Plc | 11.033 | 0,00 | 942 | 11,63 | ||||
| 2026-02-10 | 13F | Fortis Advisors, LLC | 65.605 | -2,97 | 5.601 | 8,36 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 324 | 260,00 | 28 | 350,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 931.521 | 19,19 | 80 | 33,90 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 2.825 | -0,53 | 268 | 10,74 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 15.035 | 5,31 | 1.284 | 17,60 | ||||
| 2026-04-21 | 13F | WealthNavi Inc. | 97.779 | 9 | ||||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 3.308 | 282 | ||||||
| 2026-04-21 | 13F | Stapp Wealth Management, Pllc | 72.439 | -16,22 | 6.714 | -9,04 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 6.174 | -31,63 | 572 | -25,71 | ||||
| 2026-01-27 | 13F | Asset Management One Co., Ltd. | 2.622.417 | -23,28 | 225.003 | -13,89 | ||||
| 2026-04-17 | 13F | Verde Servicos Internacionais S.A. | 595.207 | 62,48 | 55 | 77,42 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 2.287 | 195 | ||||||
| 2026-02-10 | 13F | Pecaut & Co. | 21.381 | 1,99 | 1.825 | 13,92 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 65.787 | 26,31 | 5.616 | 41,07 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 4.955 | 10,97 | 423 | 24,05 | ||||
| 2025-11-14 | 13F | Walleye Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 977 | 0,93 | 78 | 11,59 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-03-31 | 13F | Sankala Group LLC | 52.011 | -0,04 | 4.660 | -14,01 | ||||
| 2026-01-20 | 13F | Harbor Capital Advisors, Inc. | 5.685 | 0 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Novem Group | 4.581 | 8,14 | 425 | 17,45 | ||||
| 2026-01-26 | 13F | Oceanside Advisors LLC | 5.596 | -12,40 | 478 | -2,25 | ||||
| 2026-02-10 | 13F | Newport Capital Group, LLC | 3.807 | 1.095 | ||||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 4.756 | 10,97 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 36 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 294 | 0,00 | 25 | 13,64 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 66.109 | 1,53 | 5.644 | 13,38 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 125.309 | 11,27 | 10.698 | 24,25 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 2.162 | -10,92 | 200 | -3,38 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 8.450 | 2,11 | 721 | 14,08 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 14.346 | 1.225 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.992.890 | -0,95 | 255.503 | 10,61 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 60.740 | 5,21 | 5.185 | 17,49 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 2.795 | 239 | ||||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 130 | 0,00 | 11 | 22,22 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 394.862 | -6,64 | 36.600 | 1,36 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 3.461 | -6,13 | 321 | 1,91 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 5.868.543 | 3,77 | 500.997 | 15,88 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 105 | 0,00 | 9 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 81.670 | 8,40 | 6.972 | 21,06 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 651 | 684,34 | 56 | 816,67 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 16.775 | 1.432 | ||||||
| 2026-01-22 | 13F | K2 Financial Inc. | 5.430 | -54,10 | 481 | -50,10 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 80.830 | 7.492 | ||||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 353.855 | 1.558,18 | 30.209 | 1.752,12 | ||||
| 2026-01-27 | 13F | Tokio Marine Asset Management Co Ltd | 8.600 | -20,37 | 734 | -11,03 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 25 | 0,00 | 2 | 0,00 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 2.795 | -11,97 | 239 | -1,65 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 7.659.557 | 3,97 | 653.896 | 16,10 | ||||
| 2026-02-02 | 13F | Souders Financial Advisors | 6.010 | 513 | ||||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 220.100 | 0,00 | 18.790 | 11,67 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 159.510 | -0,00 | 14.785 | 8,57 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 13.065 | -0,09 | 1.115 | 11,61 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 55.862 | -11,50 | 5.178 | -3,92 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 3.105 | 265 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 13.722 | 3,30 | 1.272 | 12,18 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 217 | 0,00 | 19 | 12,50 | ||||
| 2026-01-29 | 13F | Hobbs Wealth Management, LLC | 8.131 | 9,02 | 694 | 21,75 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 309 | 26 | ||||||
| 2026-02-17 | 13F | Carret Asset Management, Llc | 21.599 | -0,05 | 1.844 | 11,56 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 109.299 | -4,44 | 9.331 | 6,71 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 4.357 | 61,61 | 372 | 80,10 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 15.647 | 12,25 | 1.336 | 25,35 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 73.033 | 28,48 | 6.235 | 47,06 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 3 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Welch Group, LLC | 49.521 | 135,37 | 4.590 | 155,57 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 33.823 | 0,48 | 3.135 | 9,12 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 5.228 | 29,60 | 446 | 44,81 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 6.248 | 0,00 | 579 | 8,63 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 115.033 | 21,87 | 10.662 | 32,33 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 23.168 | -0,78 | 2.147 | 4,38 | ||||
| 2026-01-26 | 13F | Bcm Advisors, Llc | 7.854 | 774 | ||||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 22.789 | 3,70 | 1.945 | 15,84 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 3.000 | 278 | ||||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 24.616 | 16,17 | 2.101 | 29,77 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 87 | 7 | ||||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 24.468 | 267,39 | 2.089 | 310,22 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 10.714 | 2,60 | 993 | 11,45 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 340 | 0 | ||||||
| 2026-02-17 | 13F | Stansberry Asset Management, Llc | 73.802 | 22,19 | 6.300 | 36,45 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 56.992 | -5,65 | 4.865 | 5,35 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 19.853 | -5,45 | 1.986 | 9,12 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 163.657 | -5,25 | 15.169 | 2,88 | ||||
| 2026-04-09 | 13F | American National Bank of Texas | 35.457 | -10,70 | 3.287 | -3,04 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 5.619 | -16,52 | 510 | -4,49 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 9.500 | 0,00 | 811 | 11,71 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 89.712 | 2.466,87 | 7.659 | 2.768,16 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 65.000 | -2,04 | 6.025 | 6,36 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 3.445 | -26,67 | 319 | -20,45 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 55.840 | -0,03 | 4.767 | 11,64 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 8.037 | -44,79 | 1 | -100,00 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 2.947 | 2,08 | 273 | 10,98 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 83.382 | -7,77 | 7.729 | 0,14 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 14.533 | -4,68 | 1.347 | 3,54 | ||||
| 2026-02-12 | 13F | Groupe la Francaise | 300 | 0,00 | 22 | 10,53 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 2.010 | -57,10 | 186 | -53,38 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 4.381 | 374 | ||||||
| 2026-02-13 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 159.072 | 4,21 | 13.580 | 16,37 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 331.035 | -7,91 | 28.260 | 2,83 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 0 | 0 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 42.245 | 8,52 | 3.606 | 13,68 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 1.181.571 | -1,80 | 100.880 | 9,66 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 70.864 | 21,21 | 6.568 | 31,60 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 21 | 0,00 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 3.738 | 0,00 | 319 | 11,93 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 404 | 32,89 | 34 | 47,83 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 9.251 | -11,53 | 857 | -3,92 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 48.980 | 1,97 | 4.207 | 14,57 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 247 | 21 | ||||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 12.674 | 0,00 | 1.082 | 11,67 | ||||
| 2025-11-06 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 2.948 | 38,99 | 273 | 50,83 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 27.107 | 38,45 | 2.314 | 54,68 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 3.435 | -55,16 | 318 | -51,38 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 95.584 | 0,00 | 8.160 | 11,67 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 6.217 | -34,23 | 531 | -26,59 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 13.394 | -4,03 | 1.143 | 7,22 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 10.777 | 8,69 | 1.009 | 15,58 | ||||
| 2026-02-14 | 13F | Bank of Marin | 12.080 | 0,00 | 1.031 | 11,70 | ||||
| 2026-02-06 | 13F | Quantify Chaos Advisors, Llc | 13.143 | 1.122 | ||||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 171.870 | 1.067,12 | 14.673 | 1.204,18 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 2.810 | -2,67 | 240 | 8,64 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 10.682 | 0,39 | 912 | 12,05 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 8.106 | 58,88 | 1 | |||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 332.974 | -12,56 | 30.863 | -5,06 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 2.572 | 0,00 | 226 | 14,72 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 15.540 | 23,80 | 1.335 | 40,27 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 124.169 | 5,73 | 10.662 | 18,76 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 91.481 | 8,52 | 8.479 | 17,83 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 96.994 | 8.281 | ||||||
| 2026-02-17 | 13F | Evergreen Quality Fund GP, Ltd. | 2.587.215 | 16,92 | 220.871 | 30,57 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 7.601 | 5,58 | 1 | |||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 3.201 | 273 | ||||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 13.348 | 1.140 | ||||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 35.016 | -6,64 | 2.989 | 4,26 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 2.950 | -72,11 | 273 | -69,73 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 32.671 | 22,15 | 2.789 | 36,45 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 34.537 | -5,70 | 3.201 | 2,40 | ||||
| 2026-02-12 | 13F | Barnett & Company, Inc. | 3.560 | 0,00 | 304 | 11,40 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 94.510 | -11,83 | 7.821 | -4,56 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 3.128 | 2,32 | 267 | 14,59 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 47.669 | -5,64 | 4.578 | 6,17 | ||||
| 2026-01-23 | 13F | Destiny Capital Corp/CO | 10.388 | -15,23 | 887 | -5,34 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 250.995 | 0,05 | 23.265 | 8,62 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 319.431 | -10,95 | 32.128 | 17,16 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 64.131 | -5,54 | 5.944 | 2,57 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 55.428 | 34,90 | 4.732 | 50,62 | ||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 7.002 | 51,39 | 546 | 76,38 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 14.910 | -22,08 | 1.273 | -13,00 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 50 | 0,00 | 5 | 0,00 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 60.602 | -31,68 | 5.174 | -23,71 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 8.669 | 740 | ||||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 2.384 | 55,82 | 204 | 75,00 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 88.495 | -26,59 | 7.555 | -18,02 |
Other Listings
| US:GLDM | 93,34 $ |
