Grundlæggende statistik
| Institutionelle ejere | 2779 total, 2773 long only, 0 short only, 6 long/short - change of 4,17% MRQ |
| Gennemsnitlig porteføljeallokering | 1.4885 % - change of -0,53% MRQ |
| Institutionelle aktier (lange) | 287.289.512 (ex 13D/G) - change of -11,30MM shares -6,10% MRQ |
| Institutionel værdi (lang) | $ 115.810.473 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) har 2779 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 287,289,512 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Jones Financial Companies Lllp, Morgan Stanley, Envestnet Asset Management Inc, Moneta Group Investment Advisors Llc, Financial Engines Advisors L.L.C., UBS Group AG, LPL Financial LLC, Wells Fargo & Company/mn, and Ameriprise Financial Inc .
Vanguard Index Funds - Vanguard Growth ETF (BMV:VUG) 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.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 98 | 0,00 | 43 | -10,64 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 666 | -3,34 | 291 | -13,69 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 12.500 | 50,01 | 5.517 | 35,69 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 14.564 | 22,26 | 6.361 | 9,46 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 8.643 | -0,81 | 3.775 | -11,20 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 277 | -56,10 | 121 | -60,59 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 701 | 0,14 | 306 | -10,26 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 416 | 203 | ||||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 3.361 | 39,23 | 235 | -80,03 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 189.350 | 422,47 | 82.706 | 367,79 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3.463 | 28,21 | 1.513 | 14,81 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 613 | -3,77 | 268 | -13,87 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 60.500 | -0,63 | 26.426 | -11,04 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 30.020 | 0,99 | 13.112 | -9,58 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 83.665 | 413,94 | 8 | 14,29 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 39.121 | -3,03 | 17.088 | -13,18 | ||||
| 2026-04-08 | 13F | Eastover Investment Advisors LLC | 685 | 10,66 | 299 | -0,66 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 42.634 | 2,50 | 18.622 | -8,23 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1.080 | -30,41 | 527 | -29,30 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 4.393 | -11,95 | 1.919 | -21,17 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 56.748 | 1,73 | 24.788 | -8,92 | ||||
| 2026-04-20 | 13F | 25 Llc | 59.427 | 9,04 | 25.957 | -2,37 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 847 | 0,00 | 370 | -10,87 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 865 | -6,28 | 378 | -16,22 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 3.319 | 54,09 | 1.450 | 38,00 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 1.933 | 1,36 | 844 | -9,25 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 4.198 | -14,31 | 1.834 | -23,27 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 2.232 | -1,06 | 975 | -11,45 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.915 | 30,81 | 836 | 17,09 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 5.243 | -0,59 | 2.290 | -10,96 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 230.880 | 31,00 | 100.846 | 17,29 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 6.000 | 0,00 | 2.621 | -10,49 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 697 | 0,00 | 305 | -10,59 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 1.429 | -36,83 | 624 | -43,48 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 25.904 | -59,69 | 11.315 | -63,91 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 4.518 | 6,71 | 1.869 | 0,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 10.613 | -18,64 | 5 | -33,33 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 19.260 | 15,90 | 8.412 | 3,76 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 577 | 0,17 | 0 | |||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 4.562 | 2,61 | 1.992 | -8,16 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 43.602 | 1,75 | 19.045 | -8,91 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 3.467 | 3,15 | 1.514 | -7,63 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 3.014 | -8,50 | 1.316 | -18,11 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 1.320 | 0,00 | 577 | -10,42 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 20.335 | -0,70 | 8.882 | -11,09 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 1.011 | -34,09 | 442 | -41,04 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 15.642 | -30,46 | 6.832 | -37,74 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 1.344 | -0,59 | 587 | -10,93 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 5.973 | 24,13 | 2.609 | 11,12 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 736 | 0,00 | 321 | -10,58 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 795 | 3,11 | 347 | -7,47 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 72.466 | -11,15 | 31.652 | -20,45 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 174.329 | -4,18 | 76.147 | -14,06 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 8.866 | 1,81 | 3.873 | -8,85 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 3.096 | 535,73 | 256 | 8,02 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 5.120 | 54,45 | 2.236 | 38,28 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 1.938 | 119,48 | 847 | 96,29 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 598 | 7,17 | 261 | -4,04 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 913 | -0,54 | 399 | -10,96 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 32.269 | 0,11 | 14.095 | -10,37 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 30.436 | 13.294 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 930 | -2,72 | 454 | -1,09 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 4.193 | 0,10 | 1.832 | -10,38 | ||||
| 2026-05-01 | 13F | CV Advisors LLC | 2.964 | 216 | ||||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 4.191 | -0,24 | 1.831 | -10,69 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 1.653 | -0,36 | 722 | -10,75 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 41.718 | 0,17 | 18.222 | -10,32 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 12.241 | -13,22 | 5.347 | -22,31 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 58.191 | 67,03 | 25.393 | 158.606,25 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 420 | 0,00 | 183 | -10,29 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-07 | 13F | American Asset Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Sageworth Trust Co | 2.864 | 0,00 | 1.251 | -10,52 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 662 | -6,63 | 289 | -16,47 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 1.617 | -41,52 | 706 | -47,63 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 12.750 | 0,00 | 5.569 | -10,47 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 981 | 2,19 | 429 | -8,55 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 690 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 3.823 | -4,85 | 1.670 | -14,85 | ||||
| 2026-05-14 | 13F | Polen Capital Management Llc | 16.030 | -51,61 | 7.002 | -56,67 | ||||
| 2026-04-21 | 13F | Maseco Llp | 2.157 | 39,70 | 942 | 24,97 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 2.580 | -0,81 | 1.127 | -11,20 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 62 | 0,00 | 27 | -10,00 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 695 | -13,12 | 303 | -22,31 | ||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 1.329 | -0,82 | 580 | -11,18 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 5.898 | -2,38 | 2.576 | -12,59 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 607 | -9,54 | 265 | -18,96 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 2.102 | 0,00 | 918 | -10,44 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 875.880 | 7,23 | 382.576 | -4,00 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | St. Louis Trust Co | 19.400 | 18,00 | 8.474 | 5,65 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 39.421 | -1,60 | 17.219 | -11,90 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 2.346 | 86,63 | 1.025 | 67,05 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 698 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 5.018 | -4,18 | 2.192 | -14,21 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 1.426 | -83,75 | 623 | -85,46 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 980 | -2,00 | 428 | -12,11 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 99.314 | 9,23 | 43.380 | -2,20 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 25 | 0,00 | 11 | -16,67 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 1.331 | 0,00 | 649 | 1,72 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 498 | 4,62 | 218 | -6,47 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 2.676 | -0,82 | 1.169 | -11,17 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 867 | 0,00 | 379 | -10,64 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 892 | 0,00 | 389 | -10,37 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 1.192 | -8,31 | 521 | -17,85 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 20.479 | -15,84 | 8.945 | -24,65 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 69.198 | -6,16 | 30.225 | -15,98 | ||||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 1.533 | 0,00 | 748 | 1,63 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 202.179 | 0,34 | 88 | -10,20 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 945 | -33,31 | 413 | -40,29 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 1.056 | 1,44 | 458 | -9,84 | ||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 37.220 | -29,71 | 16.257 | -37,07 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 912 | 0,44 | 398 | -9,95 | ||||
| 2026-05-01 | 13F | Torray Llc | 1.836 | -71,47 | 802 | -74,48 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 490 | 7,93 | 214 | -3,17 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 834 | 364 | ||||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 55 | 0,00 | 24 | -11,54 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 30.682 | -0,69 | 13.330 | -11,66 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 149 | 0,00 | 65 | -9,72 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 2.264 | -7,29 | 989 | -17,04 | ||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 521 | -37,68 | 228 | -44,23 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 411 | -71,89 | 180 | -74,89 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 24.136 | 4,62 | 10.542 | -6,33 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 85 | 0,00 | 37 | -9,76 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 2.494 | 0,16 | 1.089 | -10,37 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 10.290 | 0,58 | 4.494 | -9,96 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 1.411 | -6,31 | 616 | -16,08 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 754 | 0,00 | 329 | -10,35 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 14.216 | 1,83 | 6 | 0,00 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 768 | 257,21 | 335 | 222,12 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 33.603 | -22,15 | 14.677 | -30,30 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 1.671 | -61,52 | 730 | -65,58 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1.449 | 633 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 51.412 | 5,83 | 22.456 | -5,24 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 109.504 | 574,53 | 9.232 | 18,24 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 70.194 | 65,56 | 30.660 | 48,24 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 8.775 | 18,39 | 3.833 | 6,00 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 25.248 | -2,43 | 11.028 | -12,64 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 949 | -43,88 | 415 | -49,76 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 45.496 | 4,89 | 19.872 | -6,09 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 2.220 | -34,36 | 970 | -41,24 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 6.918 | 20,56 | 3.022 | 7,93 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 5.195 | 0,87 | 2.269 | -9,67 | ||||
| 2026-01-27 | 13F | Mainstay Capital Management Llc /adv | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 14.863.770 | 3,32 | 6.492.348 | -7,49 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 5.589 | 1,05 | 2.441 | -9,53 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 4.824 | 30,70 | 2.107 | 17,06 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3.050 | -0,03 | 1.332 | -10,48 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 1.237 | 2,06 | 540 | -8,63 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 556 | 1,46 | 243 | -9,36 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 6.322 | -4,50 | 2.761 | -14,49 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 146.378 | 32,72 | 63.937 | 18,83 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 916 | 0,00 | 400 | -10,31 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 11.948 | 6,33 | 5.219 | -4,82 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 9.035 | 0,39 | 3.946 | -10,11 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 909 | -12,85 | 397 | -22,05 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 23.621 | 10.317 | ||||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 3.608 | 34,78 | 1.247 | -4,44 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 5.678 | 90,66 | 2.481 | 70,80 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 1.274 | 1,43 | 556 | -9,15 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 866 | 0,46 | 0 | |||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 306 | 0,00 | 134 | -10,74 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 35.821 | 14,97 | 15.646 | 2,93 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 201 | 0,00 | 88 | -11,22 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 11.845 | -5,13 | 5.174 | -15,07 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 235.184 | 2,76 | 102.726 | -7,99 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 3.667 | -5,68 | 1.602 | -15,56 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 1.390 | 0,00 | 607 | -10,47 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 22.855 | -0,02 | 9.983 | -10,49 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 937 | -11,94 | 409 | -17,71 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 11.639 | -3,09 | 5.084 | -13,24 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 5.963 | 71,10 | 2.605 | 52,01 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 55.628 | 24.298 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 11.111 | -1,79 | 4.853 | -12,07 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 694 | 8,95 | 303 | -2,26 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.099 | 2,52 | 0 | |||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 1.484 | 0,20 | 648 | -10,25 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 6.923 | -5,72 | 3.024 | -15,61 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 1.015 | 0,50 | 443 | -9,96 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 2.277 | -22,42 | 995 | -30,54 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 981 | 11,60 | 428 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 58.227 | 5,54 | 25.433 | -5,51 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 5.343 | 4,42 | 2.334 | -6,53 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 10.240 | -3,95 | 4.473 | -14,00 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 3.514 | -2,50 | 1.535 | -12,74 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 1.068 | 0,09 | 467 | -10,38 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 4.269 | -0,35 | 1.865 | -10,77 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 6.000 | -5,05 | 2.621 | -14,99 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 124.725 | 11,23 | 54.479 | -0,42 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 112.314 | 468,33 | 9.753 | 1,17 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 31.528 | -8,02 | 13.771 | -17,65 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 833 | -0,12 | 364 | -10,59 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 4.109 | -8,40 | 1.795 | -18,01 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 220.969 | 3,36 | 96.539 | -7,46 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 97.746 | 3,90 | 42.694 | -6,98 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 28.742 | 19,03 | 12.554 | 6,57 | ||||
| 2026-05-13 | 13F | Sagewood Asset Management LP | 740 | 0,00 | 323 | -10,53 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 4.301 | 0,00 | 1.879 | -10,49 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 11.348 | 1,80 | 4.957 | -8,86 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 2.811 | -6,14 | 1.228 | -16,02 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 177 | 77 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 677.349 | 12,91 | 295.859 | 1,09 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 637 | 0,00 | 278 | -10,32 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 236 | 0,00 | 103 | -10,43 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 4.577 | 5,24 | 1.999 | -5,75 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 502 | 0,00 | 219 | -10,25 | ||||
| 2026-05-06 | 13F | Arjuna Capital | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 169.698 | -4,20 | 74.122 | -14,22 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 645 | -1,53 | 282 | -11,91 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 2.431 | 7,61 | 1.062 | -3,63 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 808 | 0,00 | 353 | -10,41 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 6.418 | -21,22 | 2.803 | -29,47 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 158.434 | 2.718,61 | 69.202 | 2.423,78 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 548 | -43,85 | 239 | -49,79 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 43.030 | 3,30 | 18.795 | -7,51 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 3.316 | 102,94 | 1.448 | 81,68 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 98.543 | 78,01 | 48.075 | 81,07 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 2.994 | 0,00 | 1.308 | -10,48 | ||||
| 2026-05-11 | 13F | Westfield Capital Management Co Lp | 2.443 | 1.067 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 4.894 | 2,58 | 2 | 0,00 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 631 | -4,83 | 276 | -14,86 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 8.821 | 20,89 | 3.853 | 8,20 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 4.346 | 34,84 | 1.898 | 19,07 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 26.520 | 2.186,21 | 11.584 | 1.950,09 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 125.817 | -10,14 | 54.956 | -19,54 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 522 | -34,59 | 255 | -33,51 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 826 | 0,12 | 361 | -8,86 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 56.592 | 0,31 | 27.532 | 0,25 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 5.279 | 17,03 | 2.306 | 4,77 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 1.241.457 | 3,73 | 542.256 | -7,13 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 104.357 | 6,48 | 45.582 | -0,75 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 21.777 | -2,07 | 9.512 | -12,32 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 2.076 | 0,00 | 907 | -10,47 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 21.960 | 1,28 | 9.699 | -8,31 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 3.206 | -3,84 | 1.400 | -13,90 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 769 | 0,26 | 336 | -10,43 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 557 | -2,96 | 243 | -12,90 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 856 | -0,58 | 374 | -11,19 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 123.306 | 15,52 | 60.156 | 17,51 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 614 | -7,25 | 268 | -17,54 | ||||
| 2026-05-14 | 13F | Warther Private Wealth, LLC | 1.252 | 547 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 229.974 | -4,30 | 100.450 | -14,32 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 911 | 45,76 | 398 | 30,59 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 677 | 296 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 2.746 | 18,77 | 1.199 | 6,29 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 62.520 | 1,35 | 26.259 | -12,75 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 1.504 | 24,30 | 657 | 11,19 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 99.802 | 564,15 | 7.265 | -0,90 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 626 | 12,59 | 273 | 0,74 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 1.191 | 0,25 | 520 | -10,19 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 7.382 | -3,16 | 3.225 | -13,29 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1.369 | 0,00 | 598 | -10,48 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 477 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 10.279 | -8,51 | 4.490 | -18,08 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 584 | -54,12 | 255 | -58,94 | ||||
| 2026-01-20 | 13F | Nvwm, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 1.065 | 465 | ||||||
| 2026-05-06 | 13F | SP Asset Management LLC | 121.832 | 5,17 | 53.215 | -5,84 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 47.905 | -0,42 | 20.924 | -10,85 | ||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 12.427 | 17,95 | 5.428 | 5,60 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 4.523 | -21,02 | 1.976 | -29,29 | ||||
| 2026-04-14 | 13F | Legacy Trust | 542 | 26,93 | 237 | 13,46 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 360 | 0,00 | 157 | -10,29 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 129 | 0,00 | 64 | 1,61 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 2.867 | -0,03 | 1.252 | -10,51 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 6 | 3 | ||||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 980 | -10,83 | 428 | -20,15 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 20.663 | 4,16 | 9.025 | -6,75 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 4.822 | 0,37 | 2.106 | -10,12 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 9.213 | 10,31 | 4.024 | -1,25 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 4.482 | -0,24 | 1.958 | -10,68 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 15.342 | -0,21 | 6.701 | -10,65 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 5.477 | 0,15 | 2.672 | 1,87 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 1.352 | 36,43 | 591 | 22,15 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 1.213 | 3,41 | 530 | -7,52 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 1.024 | 0,00 | 447 | -10,42 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 39.707 | 10,27 | 17.336 | -1,32 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 658 | -40,13 | 288 | -46,46 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 0 | 0 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 27.482 | -36,01 | 12.629 | -39,73 | ||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 3.451 | -6,60 | 1.507 | -16,37 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 6.373 | -0,28 | 2.784 | -10,72 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 745 | 0,13 | 325 | -10,47 | ||||
| 2026-04-29 | 13F | Delta Capital Management Llc | 18.000 | 500,00 | 1 | 0,00 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 273 | 0,00 | 119 | -10,53 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 7.657 | -4,42 | 3.345 | -14,43 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 926 | -63,81 | 426 | -65,95 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 4.387 | -13,73 | 1.916 | -22,74 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 1.824 | -38,21 | 797 | -44,72 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 973 | 19,24 | 424 | 6,80 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 4.925 | 0,18 | 2.403 | 1,91 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 6.068 | 5,70 | 2.651 | -5,39 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 4.240 | 47,58 | 1.852 | 32,12 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 1.947 | -7,81 | 850 | -17,48 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.097 | 0,00 | 479 | -10,47 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 65.934 | -1,31 | 28.799 | -11,64 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 952 | 0,11 | 416 | -10,37 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2.750 | -0,97 | 1.201 | -11,37 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 1.459 | 3,18 | 1 | |||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 3.468 | 55,10 | 1.515 | 38,77 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 6.608 | -1,36 | 2.886 | -11,69 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 20 | 0,00 | 9 | -11,11 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 2.438 | -22,50 | 1.065 | -30,64 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 1.612 | 31,06 | 704 | 17,33 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 55.697 | 1,64 | 24.328 | -9,00 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1.588 | 1,47 | 694 | -9,17 | ||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 1.039 | -59,95 | 454 | -64,19 | ||||
| 2026-05-12 | 13F | Bey-Douglas LLC | 695 | -50,21 | 304 | -55,44 | ||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 114.815 | -28,93 | 50.150 | -36,37 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 36.135 | -12,42 | 15.784 | -21,59 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 592 | -4,82 | 0 | |||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 343.333 | 6,90 | 149.964 | -4,29 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 6.121 | 7,61 | 2.674 | -3,64 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 1.278 | 0,47 | 558 | -10,00 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 33 | 0,00 | 14 | -12,50 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 1.197 | 0,00 | 523 | -10,46 | ||||
| 2026-05-11 | 13F | Cooper Capital Advisors LLC | 849 | 0,71 | 371 | -9,98 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 1.128 | 0,00 | 493 | -10,55 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 590 | -50,00 | 258 | -55,54 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 16.909 | -1,10 | 7.386 | -11,45 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 11.581 | 0,93 | 5.059 | -9,63 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 1.097 | 9,37 | 479 | -2,04 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 672 | 0,00 | 294 | -10,40 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 3.118 | -4,71 | 1.362 | -14,72 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 60.338 | -4,75 | 26.355 | -14,72 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 629 | -2,18 | 275 | -12,46 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 714 | 0,00 | 312 | -10,63 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 39.084 | 469,16 | 3.272 | -2,33 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 20.415 | -3,63 | 9.580 | -7,30 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2.971 | -2,01 | 1.298 | -12,31 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 693 | 0,00 | 303 | -10,65 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 9.822 | 818 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 15.915 | 4,58 | 6.952 | -6,37 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 23.567 | 322,73 | 2.062 | -22,45 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 500 | 0,00 | 218 | -10,29 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 28.245 | -3,17 | 12.341 | -13,31 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.775.949 | 1,39 | 775.717 | -9,22 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 1.021 | 0,00 | 446 | -10,64 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2.102 | 121,26 | 918 | 98,06 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 5.324 | 462 | ||||||
| 2026-05-14 | 13F | Chartist Inc /ca/ | 497 | 0,00 | 217 | -10,33 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 38.384 | 0,87 | 16.766 | -9,69 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 1.570 | 9,33 | 686 | -2,14 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 44.142 | 0,99 | 19.281 | -9,59 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 58.108 | 2,61 | 25.381 | -8,13 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 2.374 | -6,79 | 1.037 | -16,59 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 785 | 1,16 | 343 | -9,50 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 753 | 0,00 | 329 | -10,35 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 3.176 | -77,61 | 1.387 | -79,95 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 442 | -4,33 | 216 | -3,15 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 14.478 | -0,65 | 6.324 | -11,06 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 36.628 | 15,41 | 15.999 | 3,33 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 5.145 | 2,14 | 2.247 | -8,55 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 13 | 0,00 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1.859 | 2,03 | 812 | -8,67 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 63.086 | 8.333,96 | 5.519 | 1.441,62 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | McDonough Capital Management, Inc | 745 | 0,00 | 325 | -10,47 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 49.675 | 1,58 | 21.697 | -9,06 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 76.716 | -0,47 | 33.509 | -10,89 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1.957 | -14,62 | 855 | -23,61 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 1.425 | 0,00 | 622 | -10,50 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 87.849 | -14,69 | 38.372 | -23,62 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 3.996 | -0,17 | 1.745 | -10,60 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 65.810 | -2,99 | 28.745 | -13,14 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 7.069 | 534,56 | 614 | 14,37 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1.514 | 213,46 | 661 | 181,28 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 42.104 | -4,00 | 18.390 | -14,05 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 90.462 | 1,29 | 39.513 | -9,11 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 160.851 | 12,17 | 70.258 | 0,43 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 52.710 | 1.672,36 | 4.358 | 198,49 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 163.198 | 4,96 | 71.283 | -6,02 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 1.108 | 41,51 | 484 | 26,77 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 495 | 0,00 | 216 | -10,37 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 39.617 | 1,49 | 17.304 | -9,13 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 733 | -1,48 | 320 | -11,60 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 2.544 | -1,81 | 1.111 | -12,10 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 1.131 | 0,00 | 494 | -10,34 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 981 | 0,00 | 428 | -10,46 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 2.428 | 0,00 | 1.181 | -0,25 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4.141 | 1,27 | 1.809 | -9,33 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2.660 | -7,93 | 1.162 | -17,53 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 74 | 0,00 | 32 | -11,11 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 203.849 | 7,02 | 89.039 | -4,19 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 590 | 0,00 | 258 | -10,45 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 27.305 | 7,00 | 11.927 | -4,20 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 23 | 0,00 | 10 | -9,09 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.744 | 29,47 | 851 | 31,94 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 6.108 | 23,92 | 2.668 | 10,94 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 19.649 | 8,19 | 8.582 | -3,14 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 621 | 82,65 | 303 | 85,28 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 11.462 | 3,11 | 5.006 | -7,67 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 762 | 56,47 | 333 | 40,08 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 408 | 0,00 | 178 | -10,55 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 7.555 | 12,61 | 3.300 | 0,82 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Bailard, Inc. | 1.137 | 16,74 | 497 | 4,63 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 1.481 | -0,40 | 647 | -10,90 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 324 | 0,00 | 142 | -10,76 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 558 | -2,79 | 244 | -13,21 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 435.418 | -2,65 | 189.936 | -12,94 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 770 | 0,39 | 336 | -10,16 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 10.899 | 12,20 | 4.761 | 0,44 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 745 | 0,00 | 325 | -10,47 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 21.468 | 2,13 | 9.360 | -8,73 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 1.192 | 521 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 28.353 | -1,42 | 12 | -14,29 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 204 | -21,54 | 89 | -29,37 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 963.703 | 3,10 | 420.936 | -7,69 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 3.040 | 0,70 | 1.328 | -9,85 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 1.871 | -12,81 | 817 | -21,89 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 7.533 | 4,71 | 3.290 | -6,24 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 8.095 | 30,23 | 3.536 | 16,59 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mairs & Power Inc | 688 | 0,00 | 301 | -10,45 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 139 | 0,00 | 61 | -9,09 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 3.653 | -1,38 | 1.596 | -11,73 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 9.802 | 0,49 | 4.281 | -10,03 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 6.341 | -0,86 | 2.770 | -11,25 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 13.847 | 0,00 | 6.048 | -10,47 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 253.945 | -52,64 | 123.890 | -52,64 | ||||
| 2026-05-06 | 13F | CNB Bank | 118 | 0,00 | 52 | -10,53 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 10.018 | -0,30 | 4.376 | -10,75 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 18.356 | 95,15 | 8.018 | 74,74 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 4.616 | 7,83 | 2.016 | -3,45 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 12.896 | 0,02 | 5.633 | -10,46 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 136.915 | -2,97 | 59.803 | -13,13 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 3.569 | 1,16 | 1.559 | -9,47 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 612 | 0,00 | 267 | -10,40 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 3.341 | 0,39 | 1.459 | -10,10 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 343 | -55,05 | 150 | -59,95 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 1.364 | 0,00 | 596 | -10,53 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 31.799 | -0,29 | 14 | -13,33 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 1.331 | 582 | ||||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 15.836 | 28,89 | 6.917 | 15,42 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 1.459 | 0,00 | 637 | -10,41 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 12.734 | -4,88 | 5.562 | -14,84 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 467.125 | -23,22 | 205.690 | -31,04 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 3.788 | -0,79 | 1.655 | -11,17 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 1.402 | 1,52 | 612 | -9,06 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 7.998 | 0,39 | 3.494 | -10,11 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 190.237 | 5,47 | 83.094 | -5,57 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 179.953 | 0,13 | 78.602 | -10,35 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 34.517 | 6,08 | 15.077 | -5,03 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 980 | 0,00 | 428 | -10,46 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 42.813 | 10,09 | 19 | 0,00 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 2.332 | 0,13 | 1.019 | -10,39 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 7.817 | 0,73 | 3.414 | -9,80 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 808 | 1,13 | 353 | -9,25 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 699 | 12,02 | 305 | 0,33 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 8.837 | -94,03 | 4.311 | -93,92 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 34.185 | -12,84 | 14.932 | -21,97 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 27.365 | -0,64 | 11.953 | -11,04 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 3.251 | 1.420 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 67.870 | -26,20 | 29.645 | -33,93 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 3.987 | -1,43 | 1.741 | -11,76 | ||||
| 2026-05-13 | 13F | Carter Financial, LLC | 64.574 | 1,51 | 28.205 | -9,12 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 2.545 | -0,47 | 1.112 | -10,91 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 6.503.155 | 0,13 | 473.419 | -85,06 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 39.228.809 | -0,39 | 16.571.483 | -13,75 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 23.971 | -1,95 | 10.470 | -12,21 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 2.263 | -5,23 | 988 | -15,19 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 332 | 0,00 | 145 | -9,94 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 21 | 0,00 | 9 | -10,00 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 31.383 | 11,02 | 13.708 | -0,60 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 1.647 | 1,54 | 719 | -9,10 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 508 | -0,97 | 222 | -11,60 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 2.591 | -4,32 | 1.132 | -14,38 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 2.909 | 5,06 | 1.271 | -5,93 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 1.295 | 0,00 | 566 | -10,46 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 459 | 0,00 | 200 | -10,31 | ||||
| 2026-05-12 | 13F | ARK Investment Management LLC | 93 | -27,34 | 40 | -35,48 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 2.458 | -1,56 | 1.074 | -11,90 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 6.003 | 0,27 | 2.622 | -10,21 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 17.505 | 1,29 | 7.646 | -9,31 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 28.366 | 100,84 | 12.390 | 79,81 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 653 | -17,13 | 285 | -25,78 | ||||
| 2026-05-14 | 13F | Kensington Asset Management, LLC | 220.810 | 0,00 | 108.570 | 0,00 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 1.248 | 0,65 | 524 | -13,25 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 4.124 | 2,95 | 1.819 | -6,91 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 4.475 | 6,09 | 1.955 | -5,01 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 50.045 | -27,91 | 21.859 | -35,46 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 636 | -42,18 | 278 | -48,32 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 7.463 | -9,37 | 3.260 | -18,87 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 1.049 | -13,02 | 458 | -22,11 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 565 | 0,00 | 247 | -10,55 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 8.371 | -13,34 | 3.657 | -22,41 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 557 | 0,00 | 243 | -10,00 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 1.908 | 12,57 | 833 | 0,85 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 2.162 | -4,34 | 1.055 | -2,77 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 830 | 7,65 | 363 | -3,72 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5.242 | 0,08 | 2.289 | -10,41 | ||||
| 2026-05-13 | 13F/A | Atlas Wealth LLC | 545 | -22,25 | 238 | -30,21 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 1.550 | 3,20 | 677 | -7,51 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 23.558 | -0,88 | 10.290 | -11,26 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 240.589 | 4,14 | 95.923 | -6,39 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 595 | 0,00 | 260 | -10,69 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4.304 | -1,56 | 1.880 | -11,82 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 4.035 | 500,45 | 335 | 2,45 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 1.811.209 | 2,13 | 791.118 | -8,56 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 18.265 | -50,60 | 7.978 | -55,77 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 1.073 | -0,09 | 469 | -10,69 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 80 | 0,00 | 35 | -12,82 | ||||
| 2026-04-24 | 13F | Essex LLC | 1.260 | 0,08 | 550 | -10,42 | ||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 646 | 0,00 | 282 | -10,48 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 111.794 | 1,61 | 48.831 | -9,02 | ||||
| 2026-05-11 | 13F | United Bank | 4.574 | 0,00 | 1.998 | -10,49 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 2.435 | -4,40 | 1.064 | -14,41 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 7.942 | 8,69 | 3.469 | -2,67 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 645 | 0,00 | 282 | -10,51 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 633 | 21,03 | 276 | 8,24 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 71.245 | -4,03 | 31.142 | -14,07 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 1.527 | -0,39 | 667 | -10,84 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 415.008 | 2,17 | 181.271 | -8,52 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 26.058 | -1,89 | 11.382 | -12,17 | ||||
| 2026-04-24 | 13F | Lynch Asset Management, Inc. | 429 | -3,16 | 187 | -13,43 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 11.126 | -21,08 | 4.860 | -29,34 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 1.853 | -2,16 | 809 | -12,45 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 388 | 0,00 | 169 | -10,58 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 1.146 | -13,83 | 501 | -22,84 | ||||
| 2026-05-15 | 13F | EFG International AG | 4.880 | 273,37 | 2.132 | 234,54 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 6.321 | 10,03 | 2.761 | -1,50 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 773.094 | 4,94 | 337.680 | -6,04 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 3.275 | -1,53 | 1.378 | -15,04 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 696 | 304 | ||||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1.250 | 10,52 | 546 | -1,09 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 1.660 | 0,61 | 725 | -9,83 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 517 | 9,07 | 226 | -2,60 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 125 | 66,67 | 0 | |||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1.095 | 0,00 | 478 | -10,49 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 486 | 0,00 | 212 | -7,83 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 497 | 217 | ||||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 11.406 | -78,15 | 4.982 | -80,44 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 36 | 16 | ||||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 13.073 | -1,57 | 5.710 | -11,87 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 6.832 | -14,10 | 2.984 | -23,12 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 626 | -25,30 | 273 | -33,09 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 21.588 | 0,84 | 9.429 | -9,71 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 490 | 0,00 | 214 | -10,46 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 100.273 | 6,56 | 43.798 | -4,60 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | WealthCollab, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 2.371 | 2,11 | 1.036 | -8,57 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 571 | -20,58 | 249 | -28,86 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 284 | 0,00 | 124 | -10,14 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 100 | 44 | ||||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 1.218 | 0,16 | 532 | -10,46 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 729 | 0,14 | 318 | -10,42 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 8.939 | -12,50 | 4 | -25,00 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 9.548 | 0,09 | 4.170 | -10,38 | ||||
| 2026-05-13 | 13F | Fiduciary Family Office, Llc | 500 | -41,52 | 218 | -47,72 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 38.537 | 1.315,24 | 16.833 | 1.167,47 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 18.550 | -2,04 | 8 | -11,11 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 987 | -31,08 | 431 | -38,25 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 461 | -17,24 | 201 | -25,83 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3.186 | 1,46 | 1.554 | 3,26 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 800 | 60,64 | 349 | 44,21 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 5.168 | 2.257 | ||||||
| 2026-04-24 | 13F | Innova Wealth Partners | 647 | 6,59 | 283 | -4,73 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 18.962 | 20,01 | 8.282 | 7,45 | ||||
| 2026-04-10 | 13F | Integrated Financial Solutions, Inc. | 1.377 | 0,00 | 602 | -10,43 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 64.370 | 1,14 | 28.116 | 90.596,77 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 3.861 | -22,30 | 1.686 | -30,45 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 401 | -36,35 | 175 | -43,00 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 4.794 | 0,02 | 2.094 | -10,44 | ||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 51.067 | 10,16 | 22.306 | -1,37 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 3.368 | -5,97 | 1.643 | -4,31 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 7.595 | -7,68 | 3.317 | -17,34 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 142.386 | 54,01 | 62.193 | 37,89 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 321.083 | 6,80 | 140.500 | -4,26 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 1.804 | 0,22 | 788 | -10,36 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4.064 | 0,20 | 1.775 | -10,26 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 9.284 | -1,04 | 4.099 | -10,44 | ||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 968 | 1,15 | 423 | -9,44 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 3.731 | -1,53 | 1.635 | -11,53 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 35.038 | -4,65 | 15.304 | -14,63 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 917 | 0,55 | 401 | -9,91 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 600 | -15,73 | 262 | -24,50 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 12.691 | -73,52 | 5.543 | -76,29 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 3.846 | -7,41 | 1.680 | -17,13 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 82.427 | 5,45 | 36.003 | -5,59 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 234.307 | 3,06 | 102.343 | -7,73 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 22.830 | 2,22 | 9.972 | -8,48 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 13.782 | 3,70 | 6.020 | -7,16 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.575.213 | 7,41 | 1.561.617 | -3,84 | ||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 1.034 | 0,00 | 452 | -10,52 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 38.382 | 6,77 | 16.765 | -4,41 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 335 | 0,00 | 146 | -10,43 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 24.655 | -11,86 | 10.769 | -21,09 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 16.924 | 3,28 | 7.393 | -7,53 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 4.185 | 689,62 | 1.828 | 608,53 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 55.805 | 2,27 | 24.375 | -8,44 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 11.741 | -3,97 | 5.128 | -14,03 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 1.740 | 0,69 | 760 | -9,85 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 3.278 | 2,63 | 1.432 | -8,09 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 284 | 0,00 | 124 | -10,14 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 1.285 | 5,41 | 561 | -5,56 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 620 | 0,00 | 271 | -10,89 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 86.461 | 0,89 | 37.766 | -9,67 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 100 | 0,00 | 44 | -10,42 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 145.267 | 4,07 | 63.451 | -6,82 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.589.188 | 0,79 | 694.277 | -9,75 | ||||
| 2026-04-09 | 13F | Trust Co of Tennessee | 228.436 | -3,09 | 99.775 | -13,24 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 170 | 0,00 | 74 | -9,76 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 9.100 | 0,00 | 3.975 | -10,48 | ||||
| 2026-05-14 | 13F | Winslow Capital Management, LLC | 5.966 | -57,52 | 2.606 | -61,98 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 1.730 | -1,54 | 756 | -11,90 | ||||
| 2026-05-04 | 13F | Absher Wealth Management, Llc | 23 | 10 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 4 | 0,00 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 1.698 | -1,91 | 742 | -12,20 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 489 | 0,00 | 214 | -10,50 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 4.398 | -8,15 | 1.921 | -12,85 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 9.487 | -5,34 | 4.144 | -15,24 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 20.143 | 18,09 | 8.798 | 6,09 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 11.477 | 0,00 | 5.599 | 0,00 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 8.658 | -0,43 | 3.782 | -10,85 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 3.614 | -1,50 | 1.578 | -11,90 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 15.733 | 6.872 | ||||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 98 | 0,00 | 43 | -10,64 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 11.066 | -25,75 | 4.834 | -33,52 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 10.425 | 0,68 | 4.554 | -9,86 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 2.515 | 4,23 | 933 | -20,82 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 20.338 | -49,41 | 8.876 | -54,93 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 2.830 | -0,95 | 1.236 | -11,27 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.037.216 | -3,78 | 453.045 | -13,86 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 180 | 0,00 | 79 | -10,34 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 7.008 | -19,05 | 3.061 | -27,52 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 1.043 | 14,49 | 456 | 2,48 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 12.075 | -4,49 | 5.274 | -14,49 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 15 | 7 | ||||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 12.191 | -5,88 | 5.325 | -15,75 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 605 | 0,00 | 264 | -10,51 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 1.207 | 8,25 | 527 | -2,95 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 107.438 | 1,61 | 53.066 | 2,87 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 2.402 | -0,29 | 1.049 | -10,72 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 27.656 | -8,20 | 12.080 | -17,81 | ||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 1.460 | 0,14 | 637 | -10,41 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 619 | 0,00 | 271 | -10,60 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 140 | 0,00 | 61 | -10,29 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 6.564 | 2,13 | 2.867 | -8,58 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Old Port Advisors | 491 | 0,20 | 214 | -10,46 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 237.008 | 5,80 | 103.522 | -5,28 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 17.297 | -0,25 | 7.555 | -10,69 | ||||
| 2026-01-29 | 13F | Warren Street Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 12.865 | 6,07 | 5.620 | -5,04 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 4.489 | -2,41 | 2 | -50,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 6.266 | -4,01 | 2.737 | -14,07 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 56.673 | 4,97 | 24.754 | -6,02 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 71.341 | 18,53 | 31.161 | 6,12 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 3.703 | -35,28 | 1.617 | -42,06 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 67.777 | 3,48 | 29.604 | -7,35 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2.497.362 | 0,62 | 1.090.823 | -9,91 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 1.110 | 485 | ||||||
| 2026-05-06 | 13F | Everest Management Corp. | 1.203 | -26,15 | 526 | -33,88 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 284 | 0,00 | 124 | -10,14 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 72.580 | 0,46 | 31.702 | -10,06 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 660 | 288 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 232 | 0,00 | 101 | -10,62 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 55.874 | -15,66 | 24.813 | -22,22 | ||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 810 | -1,22 | 354 | -11,75 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 3.109 | 2,44 | 1.358 | -8,24 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 6.722 | -38,75 | 3.280 | -37,70 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 866 | 0,00 | 378 | -10,43 | ||||
| 2026-01-22 | 13F | Lee Financial Co | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 2.142 | 4,18 | 936 | -6,69 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 5.323 | 26,80 | 2.325 | 13,58 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 10.094 | -1,38 | 4.409 | -11,70 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 301 | 0,33 | 0 | |||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 38.983 | 646,09 | 3.242 | 27,19 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1.790 | 782 | ||||||
| 2026-04-02 | 13F | McAlister, Sweet & Associates, Inc. | 3.301 | 0,06 | 1.442 | -10,44 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 780 | 54,15 | 341 | 38,21 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1.204.403 | 2,10 | 526.071 | -8,58 | ||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 992 | 0,00 | 433 | -10,35 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 1.353 | -8,15 | 591 | -17,83 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 719.053 | 7,94 | 314.075 | -3,36 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 14.101 | -2,29 | 6.159 | -12,51 | ||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 1.971 | 56,55 | 861 | 40,07 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 1.033 | -3,10 | 451 | -13,27 | ||||
| 2026-05-15 | 13F | Family Management Corp | 60 | 0,00 | 26 | -10,34 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 20.840 | 1,05 | 9.103 | -9,53 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 5.013 | 1,46 | 2.190 | -9,17 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 474 | 4,64 | 207 | -6,79 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 6.005 | -20,69 | 2.623 | -29,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 89.444 | -12,76 | 39.069 | -21,90 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 5.621 | -2,99 | 2.742 | -1,30 | ||||
| 2026-01-26 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 3.733 | 55,28 | 1.631 | 39,08 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 137.402 | -0,55 | 60.016 | -10,96 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 736 | 338 | ||||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 1.462 | 639 | ||||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 16.449 | -14,98 | 7.184 | -23,88 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 24.343 | 506,91 | 2.013 | 2,81 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 672 | -2,18 | 294 | -12,54 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 54.271 | 83,37 | 23.705 | 62,61 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2.998 | 9,94 | 1.259 | -5,34 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 18.373 | 22,23 | 8.025 | 9,44 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 43.000 | -17,31 | 3.130 | -87,66 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 976 | 0,83 | 429 | -8,72 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 41.799 | 4,02 | 20.392 | 5,81 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 129 | 0,00 | 56 | -9,68 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 802 | 0,00 | 350 | -10,49 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 407 | 0,00 | 178 | -10,61 | ||||
| 2026-05-11 | 13F | Ciovacco Capital Management LLC | 11.912 | -0,77 | 5.203 | -11,17 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 598 | 0,00 | 261 | -10,31 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 72.804 | 54,23 | 31.800 | 38,09 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 4.499 | 96,72 | 1.965 | 76,23 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 8.325 | 3,04 | 3.636 | -7,74 |
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