Grundlæggende statistik
| Institutionelle ejere | 930 total, 930 long only, 0 short only, 0 long/short - change of 6,15% MRQ |
| Gennemsnitlig porteføljeallokering | 1.2471 % - change of 21,36% MRQ |
| Institutionelle aktier (lange) | 208.559.214 (ex 13D/G) - change of 18,28MM shares 17,64% MRQ |
| Institutionel værdi (lang) | $ 10.130.310 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (MX:VTIP) har 930 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 208,559,214 aktier. Største aktionærer omfatter LPL Financial LLC, Goldman Sachs Group Inc, Sei Investments Co, Valmark Advisers, Inc., Morgan Stanley, Cambridge Associates Llc /ma/ /adv, Fmr Llc, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Wealthfront Advisers Llc, and Wealthspire Advisors, LLC .
Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (BMV:VTIP) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 92.523 | 0,00 | 4.622 | 0,98 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 62.707 | -6,76 | 3.132 | -5,83 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 13.303 | 119,99 | 664 | 122,07 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 77.603 | 2,86 | 3.876 | 3,89 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 30.417 | 0,54 | 1.519 | 1,54 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 121.414 | 5,78 | 6.065 | 6,84 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 17.284 | -3,61 | 863 | -2,60 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 5.528 | -56,22 | 0 | |||||
| 2026-04-28 | 13F | Unison Advisors LLC | 20.467 | 0,00 | 1.022 | 0,99 | ||||
| 2026-05-13 | 13F | Provident Living Financial Services, Inc. | 7.905 | 0,00 | 395 | 1,03 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 173.510 | 4,76 | 8.667 | 5,80 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 101.851 | 2,77 | 5.087 | 3,80 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 36.400 | 1.818 | ||||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 24.488 | 30,48 | 1.223 | 31,79 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 23.348 | 2,52 | 1.166 | 3,55 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 53.155 | -3,38 | 2.655 | -2,43 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 138.963 | -15,20 | 7 | -25,00 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 1.048.449 | 13,96 | 52.370 | 15,09 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 20.001 | 1 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 387.222 | 18,22 | 19.342 | 19,39 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 300 | 0,00 | 15 | 0,00 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 9.660 | 17,76 | 483 | 19,01 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 572.974 | -25,20 | 28.620 | -24,46 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 4.104 | 0,00 | 205 | 0,99 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 47.955 | 13,90 | 2.395 | 15,03 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 12.713 | -0,47 | 635 | 0,63 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 15.000 | 0,00 | 749 | 1,08 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 22.228 | 1.110 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 82.492 | 0,94 | 4.120 | -0,12 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 330.205 | 0,45 | 16.494 | 1,45 | ||||
| 2026-05-13 | 13F | Marex Group plc | 8.079 | 2,77 | 404 | 3,87 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 31.225 | -21,23 | 1.560 | -20,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 3.727 | -84,36 | 186 | -84,21 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 31.925 | -15,80 | 1.595 | -14,99 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 353 | 101,71 | 18 | 112,50 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 9.739 | -48,10 | 486 | -47,63 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 26.204 | -0,82 | 1.309 | 0,15 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 628.807 | 0,91 | 31.409 | 1,91 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 206.066 | 277,03 | 10.293 | 280,76 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 26.862 | -1,65 | 1.342 | -0,67 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Standard Life Aberdeen plc | 22.164 | 120,01 | 1.107 | 122,29 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 34.697 | 0,00 | 1.733 | 0,99 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1.373 | -14,19 | 69 | -13,92 | ||||
| 2026-04-21 | 13F | Maseco Llp | 32.302 | 0,00 | 1.613 | 1,00 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 29.058 | -16,58 | 1.451 | -15,74 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 12.700 | -1,37 | 634 | -0,31 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 39.727 | -1,16 | 1.984 | -0,15 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 8.536 | 0,00 | 426 | 0,95 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 117.113 | 1,52 | 5.850 | 2,52 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 4.239 | 0,00 | 212 | 0,96 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 7.112 | 1.581,32 | 355 | 1.670,00 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 124.709 | 9,13 | 6.229 | 10,21 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 11.579 | 64,01 | 578 | 65,62 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 52.520 | 2.623 | ||||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 16.153 | 807 | ||||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 110.919 | 22,60 | 5.540 | 23,83 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 17.778 | 3,23 | 888 | 4,35 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 246 | 0,00 | 12 | 0,00 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 1.685.046 | 7,10 | 84.168 | 8,16 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 86.240 | 14,06 | 4.308 | 15,19 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 109.789 | 5,08 | 5.484 | 6,01 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 1.247 | 0,00 | 62 | 1,64 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 956.747 | -6,89 | 47.790 | -5,97 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 36.142 | 5,49 | 1.823 | 7,18 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 420.154 | 3.092,17 | 20.987 | 3.128,62 | ||||
| 2026-04-22 | 13F | DORVAL Corp | 36.463 | -2,77 | 1.821 | -1,78 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 20.440 | 119,83 | 1.021 | 122,22 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 48.812 | -7,13 | 2.438 | -6,19 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 53.545 | 3,51 | 2.675 | 4,53 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 45.749 | 81,49 | 2.285 | 83,39 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 31.042 | 12,28 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 72 | -20,00 | 4 | -25,00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 1.481 | 74 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 186 | -25,30 | 0 | |||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 90 | 23,29 | 4 | 33,33 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 546.717 | 9,84 | 27.308 | 10,93 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 326 | 16 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 19.116 | 1,58 | 955 | 2,58 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 180.545 | 6,02 | 9.018 | 7,08 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 188.528 | 263,22 | 9 | 350,00 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 59.172 | 106,15 | 2.956 | 108,25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 5.262 | 572,89 | 263 | 589,47 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 6 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 1.981 | 99 | ||||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 4.110 | -28,79 | 205 | -28,07 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 8.408 | 0,00 | 420 | 0,96 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 5.142 | -32,82 | 257 | -32,28 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 27.066 | 0,53 | 1.352 | 1,50 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 5.094 | 0,00 | 254 | 1,20 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 6.749 | 9,35 | 337 | 10,49 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4.624 | -80,58 | 231 | -80,48 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 307.769 | 9,08 | 15.373 | 10,16 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 90.750 | 0,19 | 4.533 | 1,16 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 130.387 | 0,00 | 6.513 | 0,99 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1.347.765 | 67.290 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 249.354 | 12.455 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 5.059 | -80,93 | 253 | -80,79 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 30.975 | 40,23 | 1.545 | 41,39 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 86.036 | 27,96 | 4.297 | 29,23 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 40.355 | 2.013 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 30.983 | 98,67 | 1.548 | 100,65 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 28.450 | 3,04 | 1.421 | 4,10 | ||||
| 2026-05-06 | 13F | Terril Brothers, Inc. | 10.575 | 528 | ||||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Washington Trust Bank | 39.360 | 31,13 | 1.966 | 32,48 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 15.923 | 795 | ||||||
| 2026-04-24 | 13F | Ledyard National Bank | 19.626 | 0,00 | 980 | 1,03 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 47 | 2 | ||||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 3.038 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 20.335 | 24,33 | 1.016 | 25,62 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 37.916 | 27,61 | 1.894 | 28,86 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 123.573 | 27,59 | 6.172 | 28,85 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 54.550 | -2,40 | 2.725 | -1,45 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 34.228 | -18,59 | 1.710 | -17,80 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 18.985 | 0,00 | 957 | 1,92 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4.455.868 | 6,31 | 222.571 | 7,36 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 4.515 | -30,21 | 225 | -29,69 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 11.803 | -14,48 | 590 | -13,64 | ||||
| 2026-05-12 | 13F | Motley Fool Wealth Management, LLC | 35.778 | -20,86 | 1.787 | -20,04 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 10.016 | 500 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 3.412 | 0,00 | 170 | 1,19 | ||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 76.175 | 10,79 | 3.805 | 11,88 | ||||
| 2026-01-12 | 13F | Freestate Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 7.073.953 | 5,33 | 353.344 | 6,37 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 17.415 | 9,56 | 870 | 10,56 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 27.811 | -6,89 | 1.389 | -5,96 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 100.510 | 145,64 | 5.020 | 148,15 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 11.329 | -36,93 | 566 | -36,37 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 566.241 | 10,94 | 28.284 | 12,04 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 119 | 0,00 | 6 | 0,00 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 23.191 | 3,16 | 1.158 | 4,14 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 10.864 | 0,00 | 543 | 0,93 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 73.118 | -4,12 | 3.652 | -3,16 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 38.020 | -28,55 | 1.899 | -27,82 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 117 | 0,00 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 385.647 | 18,36 | 19.074 | 119.112,50 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 19.987 | 261,76 | 1.003 | 267,03 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 11.318 | 14,28 | 565 | 15,31 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 189.272 | 7,52 | 9.454 | 8,58 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 267 | 0,00 | 13 | 0,00 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 7.942 | 0,00 | 397 | 1,02 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 13.678 | 7,87 | 683 | 8,93 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 91 | 0,00 | 5 | 25,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14.169 | 4,45 | 701 | 2,04 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 620.201 | -8,60 | 30.929 | -7,84 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 7 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Integris Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 69.986 | -11,16 | 3.496 | -10,29 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 70.030 | 1,15 | 3.513 | 2,45 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 366.971 | 6,21 | 18.330 | 7,27 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 5.447.681 | -3,51 | 272.112 | -2,55 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 5.350 | 1,50 | 267 | 2,69 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 132 | 7 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 231 | 0,00 | 12 | 0,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 157.714 | 10,21 | 7.865 | 11,13 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 34.477 | 2,57 | 1.722 | 3,61 | ||||
| 2026-04-20 | 13F | Guild Investment Management, Inc. | 331.890 | 101,69 | 16.578 | 103,70 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 134 | 7 | ||||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 81.809 | -2,83 | 4.086 | -1,85 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 70.818 | 3,96 | 3.537 | 4,99 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 3 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 154.798 | -23,77 | 7.732 | -23,01 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 65.905 | -11,50 | 3.292 | -10,64 | ||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 151.299 | 133,80 | 7.483 | 131,17 | ||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 10.950 | 0,00 | 547 | 0,92 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 17.004 | -0,61 | 849 | 0,35 | ||||
| 2026-05-04 | 13F | Brewster Financial Planning LLC | 8.086 | 0,00 | 404 | 1,00 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 12.961 | 34,37 | 647 | 35,64 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 314 | 214,00 | 16 | 275,00 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 4.855.031 | 33,62 | 242.509 | 34,94 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 23.343 | 9,53 | 1.166 | 10,63 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 4 | 0 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 9.446 | -16,35 | 472 | -15,59 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 93.609 | 13,36 | 4.676 | 14,47 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 4.837 | 242 | ||||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 2.041 | 0,00 | 102 | 1,00 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 280 | 0,00 | 14 | 0,00 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 5.997 | 0,00 | 300 | 1,01 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 5.837 | -82,64 | 292 | -82,49 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | First Hawaiian Bank | 72.696 | -3,96 | 3.631 | -2,99 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 12.216 | 17,31 | 604 | 14,61 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 5.664 | 0,00 | 283 | 0,71 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 4.373 | 218 | ||||||
| 2026-05-13 | 13F | Boston Family Office Llc | 301.326 | 6,37 | 15 | 7,14 | ||||
| 2026-05-15 | 13F | Nepc Llc | 65.564 | 0,00 | 3.275 | 0,99 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 805 | -12,50 | 40 | -11,11 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 54.068 | 5,17 | 2.701 | 6,22 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 217.973 | -4,33 | 10.888 | -3,38 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 387.498 | 1,98 | 19.356 | 3,00 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 52.609 | 4,68 | 2.628 | 5,71 | ||||
| 2026-05-11 | 13F | Nkcfo Llc | 405.450 | 12,10 | 20 | 17,65 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 145.493 | 7.267 | ||||||
| 2026-04-13 | 13F | Bank of New Hampshire | 45 | 0,00 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Motco | 720 | 0,00 | 36 | 0,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 178.706 | 186,42 | 8.926 | 189,24 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 53.553 | 5,71 | 2.675 | 6,75 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 10.885 | 1,18 | 544 | 2,07 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 400 | 20 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 17.097 | -4,44 | 854 | -3,51 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 48.597 | 0,00 | 2.427 | 1,00 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 69.824 | 4,54 | 3.488 | 5,57 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 4.712 | 0,00 | 236 | 0,86 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 522.141 | 26.081 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Zeit Capital LLC | 42.755 | 1,47 | 2.136 | 2,45 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 316 | -15,73 | 16 | -16,67 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1.897 | -36,87 | 95 | -36,49 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 6.376 | -14,99 | 318 | -14,05 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 9.835 | -82,08 | 496 | -81,76 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 9.236 | -44,09 | 461 | -43,50 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 19.360 | 0,39 | 967 | 1,47 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 5.989 | -17,56 | 299 | -16,71 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.102.937 | 6,88 | 55.092 | 7,94 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7.299 | -15,90 | 364 | -15,15 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 29.909 | 9,36 | 1.494 | 10,43 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 608.256 | 5,00 | 30.382 | 6,04 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 10.860 | 56,48 | 542 | 58,02 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 6.098 | 7,78 | 302 | 5,24 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1.179.891 | -1,22 | 58.936 | -0,24 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 4.014 | 200 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 31.555 | 35,02 | 1.536 | 31,20 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 5.206 | -2,53 | 260 | -1,52 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 211.095 | 23,51 | 10.544 | 24,74 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 32 | 2 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 18.042 | -0,02 | 901 | 1,01 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 90.257 | -58,00 | 4.508 | -57,58 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 2.324 | 146,19 | 116 | 152,17 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 80.009 | 9,63 | 3.996 | 10,72 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 119 | 0,00 | 6 | 0,00 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 25 | 0,00 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 99.289 | 3,59 | 4.959 | 4,47 | ||||
| 2026-05-14 | 13F | Aspirean Wealth, LLC | 103.351 | 1,92 | 5.162 | 2,93 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 3.156 | 233,26 | 158 | 241,30 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 2.298 | 0,00 | 115 | 0,88 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 25.488 | 1.273 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 231 | 0,00 | 12 | 0,00 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 6.299 | 315 | ||||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 342.077 | 3,54 | 17.087 | 4,57 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 1.820 | 0,00 | 91 | 0,00 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 8.815 | 20,97 | 440 | 22,22 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 84.276 | 41,95 | 4.210 | 43,36 | ||||
| 2026-04-30 | 13F | Private Harbour Investment Management & Counsel, LLC | 12.395 | 0,00 | 619 | 0,98 | ||||
| 2026-04-29 | 13F | FIDELIS iM, LLC | 220.228 | 14,55 | 11.000 | 15,69 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 10.673 | 0,00 | 533 | 1,14 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 848 | -80,73 | 42 | -80,65 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 738.954 | 3,61 | 36.911 | 4,64 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 35.403 | 2,26 | 1.781 | 3,91 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 319.415 | 12,77 | 15.955 | 13,89 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 222.456 | 6,00 | 11.112 | 7,04 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 13.990 | 7,63 | 699 | 8,72 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 6.234 | 0,00 | 311 | 0,97 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 22.140 | 10,15 | 1.106 | 11,17 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 61.493 | 0,66 | 3.072 | 1,66 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 7.221 | 14,09 | 361 | 15,02 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 60.248 | 1,69 | 3.009 | 2,70 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 54 | 3 | ||||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 678 | -10,67 | 34 | -10,81 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 5.532 | -98,22 | 274 | -98,22 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 26.489 | 192,08 | 1.323 | 195,31 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 2.100.623 | 3,03 | 104.926 | 4,05 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 15.505 | -1,63 | 774 | -0,64 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 67.191 | 7,04 | 3.356 | 8,12 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 8.940 | -7,15 | 447 | -6,30 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 9.614 | 35,98 | 480 | 37,54 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 246 | 0,00 | 12 | 0,00 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 45.211 | 2,48 | 2.258 | 3,53 | ||||
| 2026-05-14 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 22.451 | 14,02 | 1.121 | 15,21 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 216.131 | -8,71 | 10.796 | -7,81 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 2.321 | 356,89 | 116 | 360,00 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Whelan Financial | 15.793 | -96,36 | 789 | -96,33 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 505.851 | 15,56 | 25.252 | 16,68 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 170 | 0,00 | 8 | 0,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.478.677 | 0,00 | 73.860 | 0,99 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1.000 | 0,00 | 50 | 0,00 | ||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 352.966 | -39,34 | 17.631 | -38,74 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 14.000 | 0,00 | 699 | 1,01 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 17.623 | 314,27 | 880 | 319,05 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 32.090 | 38,12 | 1.603 | 39,43 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 76.268 | -47,35 | 3.812 | -46,85 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 15.930 | 796 | ||||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 656.298 | 51,24 | 33 | 52,38 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 12.518 | -2,61 | 625 | -1,57 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 218.355 | 6,39 | 10.907 | 7,44 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 15.778 | 23,70 | 788 | 25,08 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 12.816 | -3,84 | 640 | -2,88 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 202 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 343.298 | -2,20 | 8.239 | -52,55 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 144 | 0,00 | 7 | 0,00 | ||||
| 2026-05-14 | 13F | Botty Investors LLC | 34.614 | 0,00 | 1.729 | 0,93 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 71.434 | 11,10 | 3.568 | 12,20 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 37.363 | 1.866 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 41.395 | 0,11 | 2.068 | 1,08 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 12.494 | 37,60 | 624 | 38,98 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 81.999 | 0,35 | 4.096 | 1,34 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 11.077 | 0,00 | 553 | 1,10 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 178.818 | -0,48 | 8.932 | 0,50 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 91.840 | 32,79 | 4.574 | 33,71 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 19.279 | -0,01 | 963 | 0,94 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 48.895 | 7,45 | 2.442 | 8,53 | ||||
| 2026-05-06 | 13F | Benningfield Financial Advisors, Llc | 423.463 | 6,31 | 21.152 | 7,36 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 27 | 0,00 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 149 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.822 | 2,54 | 288 | 0,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 202.877 | 4,12 | 10.134 | 5,15 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 6.726 | 336 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4.464 | -2,72 | 223 | -1,77 | ||||
| 2026-05-13 | 13F | University of Illinois Foundation | 500.168 | 24.983 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 4.010 | 200 | ||||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 38.618 | 624,13 | 1.929 | 633,08 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 11.648 | -0,01 | 582 | 0,87 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 6.917 | -20,79 | 0 | |||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 88.434 | -1,18 | 4.417 | -0,20 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 27.967 | 11,10 | 1.397 | 12,13 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | AXS Investments LLC | 48.191 | 53,15 | 2.407 | 54,69 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 4.797 | 0,00 | 240 | 0,84 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 108 | -93,96 | 5 | -94,32 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 53.786 | 0,61 | 2.687 | 1,59 | ||||
| 2026-05-12 | 13F | Creative Planning | 232.271 | -0,65 | 11.602 | 0,34 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 109.246 | 76,76 | 5.457 | 78,53 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 14.088 | 17,34 | 704 | 18,55 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 51.324 | 3,11 | 2.564 | 4,10 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 67.550 | 3,52 | 3.374 | 4,56 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 6.207 | -34,38 | 310 | -33,62 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 132.822 | 6.634 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 5.665 | -28,94 | 283 | -28,43 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 5.292 | -3,29 | 262 | -5,78 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 500 | 0,00 | 25 | 0,00 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 3.000 | 150 | ||||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 209.421 | 3,23 | 10.461 | 4,25 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 20.727 | 23,01 | 1.035 | 24,25 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 100.358 | -50,44 | 858 | -91,43 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 8.182 | -0,84 | 409 | 0,00 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 130.880 | 6.537 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 32.963 | -1,13 | 1.647 | -0,18 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 176.195 | -2,99 | 8.801 | -2,04 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 152.291 | 7.607 | ||||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 365.519 | 7,71 | 18.258 | 8,77 | ||||
| 2026-01-16 | 13F | Aspire Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | PFG Advisors | 172.373 | 3.881,82 | 8.610 | 3.923,36 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 24.285 | -36,26 | 1.213 | -35,62 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 58.653 | 14,23 | 2.930 | 15,36 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 8.885 | 0,00 | 444 | 0,68 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 116.949 | -78,90 | 5.840 | -78,70 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 152.291 | 13,72 | 7.607 | 14,84 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 4.407 | 0,00 | 220 | 1,38 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 218.070 | 11,24 | 10.893 | 12,35 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 58.725 | 3,07 | 2.933 | 4,12 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 8.921 | -18,09 | 446 | -17,29 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 52.425 | 3,97 | 2.619 | 4,97 | ||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 506.084 | 0,71 | 25.279 | 1,71 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 73.527 | 124,83 | 3.673 | 127,09 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 4.370 | 0,00 | 218 | 0,93 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 127.656 | 4,81 | 6.376 | 5,84 | ||||
| 2026-05-08 | 13F | Denali Advisors Llc | 7.963 | -58,31 | 398 | -57,94 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 3.198 | 23,81 | 160 | 25,20 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 261.610 | -11,36 | 13.067 | -10,48 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 43.714 | 0,58 | 2.184 | 1,58 | ||||
| 2026-01-26 | 13F | Iams Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 173.006 | -10,03 | 8.642 | -9,14 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 81.863 | -16,38 | 4.089 | -15,55 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 3.552 | -31,76 | 177 | -31,13 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 130.911 | 5.581,90 | 6.539 | 5.686,73 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 150.779 | 18,38 | 7.531 | 19,56 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 166.479 | 3,29 | 8.316 | 4,30 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.524 | 0,00 | 76 | 1,33 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 2.371 | 0,00 | 118 | 0,85 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1 | 0 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 7.644 | 1,66 | 382 | 2,70 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 39.103 | -1,62 | 1.953 | -0,61 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 16.639 | 44,16 | 831 | 45,79 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 6.639 | -1,15 | 332 | -0,30 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 11.976 | 0,00 | 598 | 1,01 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 14.948 | 2,82 | 747 | 3,76 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 4.295 | -26,46 | 215 | -25,69 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 15.250 | 0,00 | 762 | 0,93 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 10.513 | 10,73 | 525 | 11,94 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 892.213 | -97,04 | 44.557 | -97,01 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 27 | 1 | ||||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 5.637 | 8,11 | 282 | 9,34 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 67.065 | -5,32 | 3.350 | -4,40 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 15.507 | 83,49 | 775 | 85,61 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 41.401 | 228,01 | 2.068 | 231,41 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 7.496 | -23,67 | 374 | -22,89 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 4.019 | -25,55 | 201 | -24,81 | ||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 17.390 | 1,16 | 869 | 2,12 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 5.474 | -4,88 | 273 | -3,87 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 27.688 | -3,09 | 1.381 | -2,34 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Avion Wealth | 12.365 | -22,03 | 1 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 267 | -49,91 | 13 | -50,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 711.469 | -10,34 | 35.538 | -9,46 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 19.809 | 16,64 | 989 | 17,76 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1.612 | 0,00 | 81 | 1,27 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 255.610 | 7,62 | 12.764 | 8,49 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 21.981 | 12,33 | 1.098 | 13,44 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 3.915 | 0,00 | 196 | 1,04 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 13.539 | 676 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.847.124 | 4,42 | 142.214 | 5,45 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 2.100 | 105 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 3 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 4.180.880 | 279,69 | 208.834 | 283,46 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 1.277 | 64 | ||||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 2.425.416 | 16,20 | 121.150 | 17,35 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 4.887 | -23,77 | 244 | -23,03 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 93.042 | -0,21 | 4.647 | 0,78 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 294.968 | 1,48 | 14.734 | 2,48 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 44.437 | -4,77 | 2.220 | -3,81 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 5.585 | -0,83 | 279 | -0,71 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 8.907 | 79,47 | 445 | 81,22 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 197.600 | 6,76 | 9.870 | 7,82 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 31.049 | 268,32 | 1.557 | 274,28 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 178.403 | 9,17 | 8.911 | 10,26 | ||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 208.699 | -0,34 | 10.425 | 0,65 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 783.398 | 10,34 | 39.131 | 11,44 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 235.108 | 2,23 | 11.744 | 3,24 | ||||
| 2026-01-21 | 13F | Access Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 27.220 | 430,81 | 1.360 | 437,15 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 5.255 | -0,23 | 262 | 0,77 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 7.311 | -9,49 | 365 | -8,52 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 43.138 | 2.155 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 33.680 | -49,73 | 1.682 | -49,23 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 6.668 | -65,45 | 333 | -65,09 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 119.289 | 2,11 | 5.959 | 3,13 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 705.949 | 26,60 | 35.262 | 27,86 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 9.581 | 24,40 | 479 | 25,79 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 9.406 | 0,00 | 465 | 0,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 17.353 | -12,36 | 858 | -14,37 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 22.548 | 17,64 | 1.126 | 18,78 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 48.119 | 4,96 | 2.404 | 6,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 2.867 | 360,19 | 143 | 376,67 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 44.190 | 2,22 | 2.207 | 3,23 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 18.304 | -73,71 | 918 | -73,36 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 11.678.894 | 12,66 | 583.361 | 13,77 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 5.483 | 660,47 | 274 | 680,00 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 72.036 | -3,90 | 3.598 | -2,94 | ||||
| 2026-01-21 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 71.193 | -64,56 | 3.556 | -64,21 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 66.349 | 1,62 | 3.314 | 2,63 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 35.802 | 13,42 | 1.788 | 14,54 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 17.554 | -37,49 | 884 | -36,31 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 23.295 | 6,87 | 1.164 | 7,88 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 19.345 | 10,37 | 966 | 11,55 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 89.742 | 6,95 | 4.483 | 8,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 67.920 | -4,31 | 3.393 | 112.966,67 | ||||
| 2026-04-13 | 13F | Trust Co | 197.088 | 1,41 | 9.845 | 2,41 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 238.754 | 9,71 | 11.926 | 10,80 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 45.132 | 16,13 | 2.254 | 17,27 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 28.868 | 642,11 | 1.428 | 628,06 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 519 | 62,70 | 26 | 66,67 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 169.428 | -11,36 | 8.463 | -10,48 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 187.643 | 2,22 | 9.373 | 3,23 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.471.015 | 1,27 | 73.477 | 2,27 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 340.621 | -4,83 | 17.014 | -3,88 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 16.207 | 22,33 | 810 | 22,21 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 24.243 | -4,38 | 1.211 | -3,43 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 200.799 | 10.030 | ||||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 95.100 | 19,10 | 4.750 | 20,28 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.890.809 | 5,10 | 244.296 | 6,14 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 18.287 | -2,42 | 913 | -1,40 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 366.902 | 6,70 | 18.327 | 7,76 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 121.270 | 3,77 | 6.057 | 4,79 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 23.068 | 14,95 | 1.152 | 16,13 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 32.627 | 152,47 | 1.630 | 154,93 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 7.681 | -10,34 | 384 | -9,46 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 567 | 0,00 | 28 | 0,00 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 66.773 | 19,26 | 3.335 | 20,44 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 6.126 | 10,70 | 306 | 11,72 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Family CFO Inc | 156.099 | -1,16 | 7.797 | -0,18 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 340.246 | 1,01 | 16.995 | 2,02 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 8.584 | 48,69 | 429 | 50,18 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | MFA Wealth Services | 22.092 | -1,58 | 1.103 | -0,63 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 96 | -99,86 | 5 | -99,88 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 21.275 | 4,16 | 1.063 | 5,15 | ||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 181.791 | 2,32 | 9.080 | 3,33 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 404 | -31,99 | 20 | -31,03 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 395.601 | -7,01 | 19.760 | -6,09 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 11 | -8,33 | 1 | |||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 269.145 | 9,54 | 13.444 | 10,53 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 39.174 | 40,48 | 1.957 | 41,84 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 11.899 | 113,28 | 594 | 116,00 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 151.881 | 5,66 | 7.586 | 6,71 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 54.539 | -1,09 | 2.724 | -0,11 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 10.974 | 548 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 12.668 | 38,72 | 633 | 40,13 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 43.688 | 1,04 | 2.182 | 2,06 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 4.219 | -30,60 | 211 | -30,00 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 20.901 | 10,25 | 1 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 289.862 | 14.479 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.461 | 273 | ||||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 46.212 | -2,91 | 2.308 | -1,95 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 244 | 0 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9.118 | -51,60 | 455 | -51,13 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 98.561 | 9,85 | 4.923 | 10,95 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 5.355 | 0,90 | 267 | 1,91 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 116.592 | 6,93 | 5.824 | 7,99 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 138.082 | 1.151,88 | 6.897 | 1.165,50 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 1.709.627 | 3,25 | 85.396 | 4,27 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 176.381 | -1,63 | 8.810 | -0,65 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 128.278 | 66,03 | 6.407 | 67,68 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 127.408 | 19,46 | 6.364 | 20,64 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 6.825 | -12,78 | 341 | -12,14 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 58.810 | -2,00 | 2.938 | -1,18 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 21.385 | 0,00 | 1.068 | 1,04 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 11.200 | 559 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8.555 | 21,49 | 427 | 22,70 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 188.484 | 1,31 | 9.415 | 2,31 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 799.165 | -16,58 | 39.918 | -15,76 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 630 | -51,58 | 31 | -51,56 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 304.638 | -23,17 | 15.217 | -22,41 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 214.673 | 5,71 | 11 | 0,00 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 35.793 | -1,37 | 1.788 | -0,39 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 55.766 | 109,47 | 2.785 | 111,63 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 24 | 0,00 | 1 | 0,00 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 0 | -100,00 | 0 | |||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 6.864 | -1,49 | 339 | -3,69 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 6.510 | 0,00 | 322 | 0,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 384.241 | 167,94 | 19.193 | 170,61 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Prostatis Group LLC | 14.573 | -11,51 | 728 | -10,69 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 15.426 | 30,98 | 771 | 32,30 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5.826.114 | 18,92 | 291.014 | 20,10 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 21.341 | 18,38 | 1.066 | 19,53 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 47.656 | -2,21 | 2.380 | -1,24 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 348.731 | 8,58 | 17.419 | 9,66 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 313.504 | 27,21 | 16 | 25,00 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 41.836 | -4,03 | 2.090 | -3,11 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 13.731 | -32,96 | 686 | -32,38 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 157.042 | 0,16 | 7.844 | 1,16 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 703 | 0,00 | 35 | 2,94 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 720 | 31,68 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 227.808 | 11.379 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 710 | 35 | ||||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 23.630 | -0,52 | 1.180 | 0,51 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 33.178 | 16,80 | 1.657 | 18,02 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 46.719 | 16,95 | 2.334 | 15,38 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 9.897 | -5,90 | 494 | -5,00 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 61.721 | 1,85 | 3.053 | -0,52 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 64.581 | 4,74 | 3.226 | 5,77 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 67.391 | 13,36 | 3.366 | 14,49 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 64 | 0,00 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 20.314 | -28,74 | 1.015 | -28,09 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 608 | 0,00 | 30 | 0,00 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 27.235 | 12,27 | 1.360 | 13,43 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 161.104 | 1,57 | 8.047 | 2,57 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 20.533 | 1.026 | ||||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 30.600 | -36,38 | 1.528 | -35,77 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 4.513 | 0,00 | 225 | 0,90 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 501.985 | 3,39 | 25.074 | 4,41 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 542.851 | -12,86 | 27.116 | -12,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 706.033 | 9,53 | 35.266 | 10,62 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 4.319 | 2,54 | 216 | 3,37 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 45.810 | 4,96 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 21.155 | 0,00 | 1.057 | 0,96 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 7.344 | -2,41 | 367 | -1,61 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 1.090.267 | 4,71 | 54.459 | 5,75 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 497.026 | 21,10 | 24.826 | 22,31 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 43.871 | -7,76 | 2.191 | -6,85 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 28.816 | -1,74 | 1.439 | -0,76 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3.400 | 0,00 | 170 | 0,60 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 169.803 | 28,72 | 8.482 | 30,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 512.651 | 4,70 | 25.593 | 5,68 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 774.292 | 39 | ||||||
| 2026-05-15 | 13F | Point Nemo Capital, LLC | 147.848 | 178,64 | 7.385 | 181,44 | ||||
| 2026-05-11 | 13F | Commerce Bank | 24.434 | 1.220 | ||||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 6.481 | 6,28 | 324 | 7,31 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12.621 | 9,99 | 630 | 11,11 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 38.266 | 4,53 | 1.911 | 5,58 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 4.304 | 215 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 6.535 | -75,15 | 326 | -74,92 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 3.012 | -27,37 | 150 | -26,83 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 656.176 | -0,12 | 32.724 | 0,70 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 45.386 | 10,09 | 2.267 | 11,18 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 16.654 | -0,22 | 832 | 0,73 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 15.240 | -7,30 | 772 | -6,66 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 25.159 | -27,91 | 1.257 | -27,23 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 124.129 | 3,42 | 6.200 | 4,45 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 750.511 | 10,29 | 37.488 | 11,38 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2.090 | -1,97 | 0 | |||||
| 2026-05-15 | 13F | Headinvest, Llc | 45.216 | -0,76 | 2.259 | 0,22 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 16.773 | 838 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 360 | -59,82 | 18 | -62,22 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 4.295 | 2,92 | 215 | 3,88 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.237 | 1,04 | 506 | -1,36 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 55.216 | -0,08 | 2.758 | 0,91 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 284.482 | 2,53 | 14.267 | 3,81 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 670 | -50,26 | 33 | -50,00 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 26 | -52,73 | 1 | -50,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 44.020 | -79,01 | 2.199 | -78,80 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 15.829 | -0,20 | 791 | 0,77 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4.618 | -45,91 | 231 | -45,50 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 91.184 | -6,00 | 4.555 | -5,07 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 9.816 | 490 | ||||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 4.138 | 207 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 382.363 | 47,00 | 19.099 | 48,47 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 5.081 | -7,77 | 255 | -6,62 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 177.961 | 0,10 | 8.889 | 1,09 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 32.450 | -5,61 | 1.621 | -4,71 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 432.060 | 6,51 | 21.581 | 7,57 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 191.038 | 697,39 | 9.542 | 705,91 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 38.165 | -18,53 | 1.906 | -17,70 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 35 | 2 | ||||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 102.340 | 1,59 | 5.112 | 2,59 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 161.880 | 5,54 | 8.086 | 6,58 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 726 | 0,00 | 36 | 2,86 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 4.705 | 0,00 | 235 | 1,29 | ||||
| 2026-05-01 | 13F | American Trust | 4.704 | -51,57 | 235 | -51,25 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 5.047 | 12,76 | 252 | 14,03 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sunburst Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 122.722 | -3,35 | 6.130 | -2,40 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 14.804 | -42,75 | 739 | -42,18 | ||||
| 2026-05-15 | 13F | EFG International AG | 220 | 11 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 188.006 | 79,83 | 9.391 | 81,62 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 308.937 | -0,10 | 15.431 | 0,90 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 43.513 | 9,20 | 2.173 | 10,30 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 51.275 | 2.561 | ||||||
| 2026-05-12 | 13F | Ames National Corp | 96.244 | 6,27 | 4.807 | 7,32 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 396.348 | 19,23 | 19.798 | 20,41 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 28.164 | 9,57 | 1.407 | 10,62 | ||||
| 2026-02-12 | 13F | Virtue Capital Management, LLC | 25.173 | 271,56 | 4.056 | 795,14 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 5.293 | 3,95 | 263 | 4,78 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 17 | 1 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 18.872 | 1 | ||||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 10.022 | 501 | ||||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 2.481 | 1.659,57 | 124 | 1.950,00 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 11.145 | -3,10 | 557 | -2,11 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 29.494 | -1,63 | 1.473 | -0,61 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 12.064 | 603 | ||||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 1.852.424 | 1,70 | 92.529 | 2,71 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 22.184 | -23,77 | 1.108 | -23,00 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 42.483 | 105,27 | 2.122 | 107,43 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 12.219 | 610 | ||||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 1.623 | -0,06 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 437 | -27,29 | 22 | -27,59 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 245.265 | -43,09 | 12.251 | -42,52 | ||||
| 2026-01-15 | 13F | Cobblestone Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 1.000 | 0,00 | 50 | 0,00 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 1.561 | 0,00 | 78 | 0,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 34.006 | 5,22 | 1.698 | 6,26 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 39.758 | -1,92 | 1.986 | -0,95 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 175.370 | 8,01 | 8.760 | 9,08 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 28.517 | 0,19 | 1.424 | 1,21 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 1.310 | -10,88 | 65 | -9,72 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2.864 | 143 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 17.818 | -6,38 | 890 | -5,42 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 380 | 19 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 90.145 | 50,64 | 4.503 | 52,15 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 21.602 | -7,69 | 1.079 | -6,74 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.092.047 | 20,51 | 54.548 | 21,70 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 52.306 | 4,96 | 2.613 | 6,01 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 163.526 | -3,95 | 8.168 | -2,99 | ||||
| 2026-01-29 | 13F | Roth Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Palladiem, Llc | 62.615 | -3,35 | 3.132 | -2,28 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 21.505 | -66,45 | 1.074 | -66,12 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 7.955 | -3,67 | 397 | -2,70 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 587 | 29 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 35.353 | -4,02 | 1.766 | -3,08 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 225 | 22.400,00 | 11 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 71.201 | 33,24 | 3.522 | 30,17 | ||||
| 2026-04-13 | 13F | Advocate Group Llc | 238.449 | 29,96 | 11.911 | 31,25 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.076 | -25,25 | 154 | -24,63 | ||||
| 2026-04-21 | 13F | Creekside Partners | 8.152 | 0,00 | 407 | 0,99 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 542 | 64,74 | 27 | 68,75 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 27.672 | 118,03 | 1.382 | 120,41 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Caldwell Trust Co | 10.620 | -4,50 | 530 | -3,46 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 282.834 | 5,24 | 14.128 | 6,28 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.187 | 880,99 | 60 | 1.080,00 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 37.900 | 24,67 | 1.893 | 25,95 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 305.716 | 10,84 | 15.271 | 11,94 | ||||
| 2026-01-14 | 13F | Johnson Bixby & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 5.700 | -9,52 | 285 | |||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 158.199 | 12,18 | 7.902 | 13,29 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 10.404 | 129,16 | 520 | 131,70 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 242.590 | 11.999 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 2.306 | 0,96 | ||||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 416.335 | 0,81 | 20.796 | 1,81 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Emprise Bank | 348.233 | -1,16 | 17.394 | -0,18 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 25.023 | 41,75 | 1.250 | 43,07 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 203.294 | 3,33 | 10.155 | 4,26 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Bokf, Na | 14.000 | 55,56 | 699 | 57,08 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 54 | -97,02 | 3 | -97,75 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4.719 | 3,74 | 236 | 4,91 | ||||
| 2026-05-14 | 13F | Betterment LLC | 1.465.040 | -5,81 | 73 | -3,95 | ||||
| 2026-01-27 | 13F | Tred Avon Family Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 6.785 | 7,15 | 339 | 7,99 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 38.694 | 118,44 | 1.933 | 120,55 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 106.511 | 2,12 | 5.320 | 3,14 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 4.991 | 2,84 | 249 | 3,75 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 5.196 | 0,00 | 260 | 1,17 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 26.749 | 39,73 | 1.336 | 41,23 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 5.660 | 0,77 | 283 | 1,81 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 4.222 | 0,00 | 211 | 0,96 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 856.145 | 193,09 | 42.764 | 196,01 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 32.495 | 1,34 | 1.623 | 2,40 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 344.513 | 66,12 | 17.181 | 67,50 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.656 | 83 | ||||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 215.692 | 7,79 | 10.774 | 8,85 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 246 | 0,00 | 12 | 0,00 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 347 | 17 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.458 | 5,18 | 122 | 2,54 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 325.004 | 359,88 | 16.234 | 364,46 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 567 | 1.057,14 | 28 | 0,00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 158.820 | -24,44 | 7.933 | -23,69 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 383.074 | 0,23 | 19.134 | 1,22 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 17.789.030 | -3,79 | 888.562 | -2,84 | ||||
| 2026-02-13 | 13F | Fairman Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 146.386 | 6,04 | 7.312 | 7,09 | ||||
| 2026-04-17 | 13F | Greenbush Financial Group, LLC | 123.290 | 10,49 | 6.158 | 11,60 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 56.822 | 2,41 | 2.838 | 3,43 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 20.850 | 45,18 | 1.041 | 46,62 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 69.421 | -10,37 | 3.468 | -9,48 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 81.671 | -19,71 | 4.079 | -18,92 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 25.257 | 8,61 | 1.262 | 9,65 | ||||
| 2026-05-14 | 13F | Morningstar Investment Management LLC | 121.257 | -2,52 | 6.057 | 100.833,33 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 455 | 0,00 | 23 | 0,00 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 7.097 | 0,00 | 354 | 0,85 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.324.817 | 12,41 | 216.025 | 13,52 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 4.213 | -34,43 | 211 | -33,96 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 379.888 | -5,79 | 19.055 | -4,45 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 5.712 | 10,96 | 285 | 12,20 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 9.333 | -3,10 | 466 | -2,10 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 10.105 | 3,81 | 505 | 4,78 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 49.516 | 1,20 | 2.473 | 2,23 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 15.181 | -31,86 | 758 | -31,15 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 14.021 | 19,79 | 700 | 21,11 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 44.116 | 1,89 | 2.204 | 2,90 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 5.149 | -1,53 | 257 | -0,39 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 3.313 | 0,00 | 165 | 1,23 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 37.407 | -22,74 | 1.868 | -21,97 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 580 | 29 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 242.942 | -3,63 | 12.135 | -2,68 | ||||
| 2026-01-16 | 13F | Tenon Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Envision Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 75.620 | -11,59 | 3.777 | -10,71 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 47.210 | 27,07 | 2.358 | 28,36 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 21.555 | 6,31 | 1.077 | 7,39 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 32.355 | 9,45 | 1.600 | 6,95 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 171.634 | 3,83 | 8.573 | 4,87 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 5.221 | 0,00 | 261 | 0,78 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 105.904 | 6,65 | 5.290 | 7,70 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1.333.111 | 89,52 | 66.589 | 91,40 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3.505.501 | -2,49 | 175.100 | -1,52 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 6.750 | -1,36 | 337 | -0,30 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.242 | 3,41 | 62 | 5,08 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 717.241 | 5,23 | 35.826 | 6,27 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | SVRN Asset Management, LLC | 169.200 | -0,35 | 8.452 | 0,64 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3.797.614 | 2,73 | 189.691 | 3,74 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 207.963 | 16,70 | 10.388 | 17,86 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 190.850 | 9.533 | ||||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 57.639 | 8,48 | 2.879 | 9,59 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 6.158 | 0,00 | 308 | 0,99 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 1.104.084 | 0,01 | 20.173 | -0,70 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 126.753 | -12,14 | 6.331 | -11,27 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 9.028 | -44,07 | 451 | -43,61 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 37.836 | -75,44 | 1.890 | -75,21 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | First Interstate Bank | 1.520.921 | 10,53 | 75.970 | 11,63 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 17.187 | 6,28 | 858 | 7,38 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 1.004.638 | 60,87 | 50.182 | 62,47 | ||||
| 2026-01-05 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 50 | 2 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 32.684 | 221,38 | 1.633 | 224,45 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 4.254.717 | 18,68 | 210.438 | 15,79 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 70.819 | 1,90 | 3.537 | 2,91 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 225.879 | 0,56 | 11.283 | 1,55 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 127 | 0,00 | 6 | 0,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 152 | 22,58 | 8 | 16,67 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 13.117 | -0,97 | 649 | -3,28 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 264.090 | 2,96 | 13.191 | 3,98 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 21.594 | -31,83 | 1.079 | -31,16 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1.345 | -69,84 | 0 | |||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 58.701 | 5,00 | 2.929 | 5,90 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 38.789 | 7,31 | 1.937 | 8,39 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 400 | 20 | ||||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 14.990 | 749 | ||||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 5.214 | 0,00 | 260 | 1,17 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 23.355 | -0,75 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 46.911 | 2,93 | 2.343 | 3,95 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 96 | 0,00 | 5 | 0,00 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 43.879 | -3,40 | 2.192 | -2,45 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 90.101 | 11,61 | 4.501 | 12,73 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 45.018 | 24,57 | 2.249 | 25,80 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 19.361 | 11,03 | 967 | 12,18 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 46.248 | -3,30 | 2.310 | -2,33 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 161.930 | 8.088 | ||||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 43.311 | -91,75 | 2.152 | -91,73 | ||||
| 2026-04-15 | 13F | City Holding Co | 88 | 4 | ||||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 4.275 | 215 | ||||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 1.100.702 | 19,18 | 54.980 | 20,36 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 5.991 | -12,76 | 298 | -12,87 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 5.998 | 0,00 | 300 | 1,01 | ||||
| 2026-05-05 | 13F | Mraz, Amerine & Associates, Inc. | 15.784 | 0,00 | 788 | 1,03 | ||||
| 2026-04-30 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 5.165 | 0,00 | 258 | 0,78 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 36.569 | 148,26 | 1.825 | 150,55 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 321.919 | -38,38 | 16.080 | -37,77 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 11.102 | 0,00 | 1 | |||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 15 | 0,00 | 1 | |||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 5.071 | 0,00 | 253 | 1,20 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 112.855 | -1,69 | 5.637 | -0,70 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 8.285 | 0,00 | 414 | 0,98 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 4.941 | 13,93 | 247 | 14,95 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 18.086 | 876 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 21.556 | 4,49 | 1 | 0,00 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 85.416 | 10,40 | 4.225 | 7,84 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 176.528 | -2,95 | 8.818 | -1,99 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 30.890 | -14,21 | 1.543 | -13,37 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 732.514 | 62,67 | 36.230 | 58,92 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 4.177 | 207 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 6.653 | 332 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 21.731 | -0,80 | 1.085 | 0,18 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 5.275 | -21,33 | 263 | -20,54 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 9.286 | -0,36 | 464 | 0,65 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 22.332 | 0,10 | 1.116 | 1,09 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.270 | -99,62 | 63 | -99,62 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 19.727 | -2,43 | 985 | -1,50 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 79.415 | 3.967 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 9.719.014 | 13,22 | 480.702 | 10,60 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 27.785 | 2,12 | 1.388 | 3,12 | ||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 53.336 | 1,64 | 2.664 | 2,66 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 10.184 | 0,00 | 509 | 0,99 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 236 | 0,00 | 12 | 0,00 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 2.092 | 75,06 | 104 | 76,27 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 337 | 0,00 | 17 | 0,00 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 258.409 | 68,43 | 12.908 | 70,10 | ||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 146.754 | 7.330 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 35.443 | -3,62 | 1.770 | -2,64 | ||||
| 2026-05-04 | 13F | Nwam Llc | 7.015 | 350 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 2.312.674 | 23,98 | 115.518 | 25,21 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 20.023 | 0,25 | 1.000 | 1,32 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Goodman Financial Corp | 281.275 | 14.050 | ||||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 4.514 | 0,04 | 228 | 1,79 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 6.999 | 0,00 | 350 | 0,87 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 483 | 0,00 | 24 | 4,35 | ||||
| 2026-05-04 | 13F | Equity Investment Corp | 45.423 | 0,81 | 2.269 | 1,80 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 10.905 | 70,66 | 545 | 72,15 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 9.657 | -8,45 | 482 | -7,49 | ||||
| 2026-04-28 | 13F | Blue Sky Capital Consultants Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Private Client Services, Llc | 84.371 | 5,31 | 4.214 | 6,36 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 34.783 | 13,31 | 1.737 | 14,43 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 21.433 | 13,90 | 1.071 | |||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 7.969 | 39,37 | 398 | 41,13 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 154.689 | -2,49 | 7.727 | -1,53 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 91.285 | 230,54 | 4.560 | 233,99 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 6.876 | -11,81 | 343 | -10,91 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 4.223 | -0,07 | 211 | 0,48 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 10.782 | -0,01 | 539 | 0,94 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 4.931 | 0,00 | 246 | 1,23 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 13.990 | 7,63 | 699 | 8,72 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 17.855 | 7,31 | ||||||
| 2026-04-27 | 13F | Nvwm, Llc | 179.178 | -10,34 | 8.950 | -9,46 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 5.374 | 0,00 | 268 | 1,13 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 9.790 | 489 | ||||||
| 2026-05-08 | 13F | Firestone Capital Management | 8.156 | 96,39 | 407 | 98,54 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 126.491 | 4,93 | 6.318 | 5,97 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4.680 | 0,36 | 234 | 1,30 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1.368 | 0,00 | 68 | 1,49 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 17.890 | 209,62 | 894 | 213,33 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 6.553 | 0,00 | 327 | 0,93 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 20.482 | -1,94 | 1.023 | -0,97 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 680.491 | 14,87 | 33.991 | 16,01 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 4.141 | -37,39 | 207 | -37,00 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 99.691 | 15,78 | 4.980 | 16,93 | ||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Navigoe, LLC | 225 | 0 | ||||||
| 2026-05-04 | 13F | Brickley Wealth Management | 408.487 | 0,87 | 20.404 | 1,87 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 35.179 | -2,34 | 1.757 | -1,35 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 16.734 | -4,92 | 836 | -4,02 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 79.325 | 8,93 | 3.962 | 10,02 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 11.009 | -9,02 | 550 | -8,19 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 43.115 | 3,63 | 2.154 | 4,67 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 42.153 | -11,92 | 2.106 | -11,07 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 1.487 | 0,00 | 74 | 1,37 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 54.069 | 54,24 | 2.701 | 55,80 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 89 | 4 | ||||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 18 | 0,00 | 1 | |||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 17.452 | 7,09 | 872 | 8,06 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 34.207 | 2,97 | 1.709 | 4,02 | ||||
| 2026-05-11 | 13F | Richmond Brothers, Inc. | 40.322 | -31,66 | 2.014 | -30,98 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 188.785 | 9,78 | 9.430 | 10,86 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 35.886 | -1,15 | 1.793 | -0,17 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 59.642 | 2.979 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 153 | 15,91 | 0 | |||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 24.178 | -8,55 | 1.208 | -7,65 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 37.124 | -3,32 | 1.854 | -2,37 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 29.716 | 3,21 | 1.484 | 4,21 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 339.452 | 31,47 | 16.956 | 32,77 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 1.500 | -84,71 | 75 | -84,74 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 1.468.510 | 77,11 | 73.352 | 78,00 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 96.578 | 5,24 | 4.824 | 6,30 | ||||
| 2026-01-16 | 13F | SigFig Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Benin Management CORP | 18.973 | -33,81 | 948 | -33,17 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 4.938 | -34,09 | 247 | -33,51 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 56.072 | 10,34 | 2.801 | 11,42 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 110.736 | -2,38 | 5.531 | -1,41 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 167.794 | -1,10 | 8.381 | -0,11 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 4.942.565 | -2,93 | 246.881 | -1,97 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 333.950 | -6,33 | 16.681 | -5,40 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 60.796 | 127,45 | 3.037 | 129,65 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 18.975 | 25,51 | 948 | 26,77 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 31.533 | 12,81 | 1.575 | 13,97 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 277 | 83,44 | 14 | 85,71 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 4.567 | -7,64 | 228 | -6,56 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 24.005 | 80,04 | 1.199 | 81,94 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 2.588 | 0,00 | 129 | 0,78 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 200 | 10 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.466.492 | 15,57 | 123.201 | 16,71 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 53.826 | 0,00 | 2.689 | 0,98 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 6.508 | 0,00 | 325 | 1,25 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 17.116 | 10,44 | 855 | 11,49 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 2.055 | 0,00 | 103 | 0,99 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 930.673 | 2,44 | 46.488 | 3,45 | ||||
| 2026-04-16 | 13F | Friday Financial | 126.167 | 3,40 | 6.302 | 4,44 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 34.660 | 452,88 | 1.731 | 458,39 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 46.577 | -20,09 | 2.327 | -19,29 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 571.882 | -14,54 | 28.565 | -13,69 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 25.864 | 0,00 | 1.292 | 0,94 | ||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 47.048 | 3,47 | 2.350 | 4,54 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 127 | 6 | ||||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 61.323 | 6,84 | 3.063 | 7,93 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 304.473 | 27,20 | 15.208 | 28,46 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 291.639 | 8,50 | 14.567 | 9,58 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 8.222 | -2,39 | 411 | -1,44 | ||||
| 2026-05-07 | 13F | Titan Global Capital Management Usa Llc | 75.747 | 29,73 | 3.784 | 31,04 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 24.707 | 18,07 | 1.235 | 19,32 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 3.825 | -23,77 | 191 | -22,98 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 1.487.047 | 25,62 | 74.278 | 26,87 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 23.832 | 1,25 | 1.190 | 2,23 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8.903 | 445 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 23.600 | 1.179 | |||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 11.795 | 0,00 | 589 | 1,03 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 15.250 | -2,49 | 762 | -1,55 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 4.710 | -0,08 | 235 | 0,86 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 142.235 | 12,57 | 7.105 | 13,68 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 10.813 | 0,82 | 540 | 1,89 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 45.564 | 1,37 | 2.276 | 2,34 | ||||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 122.915 | 1.187,20 | 6.140 | 1.200,64 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 590.921 | 27,50 | 29.516 | 28,76 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 35.513 | -3,87 | 1.774 | -2,96 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 5.227 | -3,63 | 263 | -2,60 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 89.965 | 8,27 | 4.494 | 9,35 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 53.884 | 2.692 | ||||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 4.465 | 223 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 15.900 | 61,59 | 794 | 63,37 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 41 | 0,00 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 6.518 | 6,78 | 326 | 7,62 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 950 | 0,00 | 47 | 2,17 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 50.544 | 2.525 | ||||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 129.252 | 3,22 | 6.456 | 4,25 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 6.041 | 0,00 | 302 | 1,01 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 75.145 | 12,99 | 3.753 | 14,11 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 326.784 | 6,36 | 16.356 | 7,50 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 372 | 0,00 | 19 | 0,00 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 30 | 0,00 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 20.932 | 9,25 | 1.046 | 10,35 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 5.309 | 3,63 | 265 | 4,74 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 59.620 | -2,34 | 2.978 | -1,36 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 131.961 | 5,22 | 6.591 | 6,26 |
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