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.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 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 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 1.332 | -0,37 | 582 | -10,89 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 3.051 | 0,07 | 1.333 | -10,42 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 894 | 5,42 | 390 | -5,57 | ||||
| 2026-05-07 | 13F | First National Trust Co | 3.816 | 33,10 | 1.667 | 19,17 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 528 | -1,68 | 231 | -11,88 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 1.277 | -3,98 | 558 | -14,04 | ||||
| 2026-05-04 | 13F | Del-Sette Capital Management, LLC | 3.055 | -1,67 | 1.334 | -11,95 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 373 | -11,19 | 165 | -19,61 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 2.330 | 0,00 | 1.018 | -10,48 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 45.530 | -1,34 | 22.212 | 0,36 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 3.736 | -4,30 | 1.632 | -14,34 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 2.917 | -8,04 | 1.274 | -17,65 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 16.009 | 47,17 | 6.990 | 31,74 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 1.212 | -16,93 | 529 | -25,60 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 5.352 | 0,00 | 2.338 | -10,49 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 610 | 262 | ||||||
| 2026-04-28 | 13F | Family CFO Inc | 11.825 | 0,00 | 5.165 | -10,45 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 648 | 48,28 | 283 | 32,86 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 246.527 | 1,32 | 107.681 | -9,29 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 19.380 | 28,20 | 8.465 | 14,78 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.869 | 2.425,68 | 816 | 2.166,67 | ||||
| 2026-05-19 | 13F | Kensington Investment Counsel, LLC | 793 | 346 | ||||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 16.261 | 1,88 | 7.102 | -8,78 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 285 | 0,00 | 124 | -10,79 | ||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 880 | 384 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 134.800 | -11,37 | 58.879 | -20,65 | |||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 1.226 | 0,08 | 535 | -10,39 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 11.179 | -19,25 | 4.883 | -27,71 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 67.226 | 0,16 | 29.364 | -10,32 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 474 | 207 | ||||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 725 | -10,51 | |||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 2.644 | 8,05 | 1.155 | -3,27 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 607 | 16,96 | 265 | 4,74 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 13.190 | 0,35 | 6 | -99,90 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 719 | -1,37 | 314 | -11,55 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 1.728 | 0,00 | 755 | -10,45 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 1.351 | 0,07 | 590 | -10,33 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 66.419 | 2,68 | 29.011 | -8,07 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 2.105 | 12,57 | 920 | 0,77 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 2.225 | 12,49 | 972 | 0,73 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 6.898 | 0,00 | 3.013 | -10,49 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 1.563 | 1,63 | 683 | -9,07 | ||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 2.077 | -33,56 | 907 | -40,52 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 10.325 | 106,13 | 4.510 | 84,57 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 497 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 1.889 | -1,82 | 825 | -12,05 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 58.508 | 25,37 | 25.556 | 12,25 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 3.657 | -37,21 | 1.597 | -43,79 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 32.724 | -0,65 | 14.293 | -11,05 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 65.765 | 3,48 | 28.726 | -7,35 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 44.999 | 21,93 | 19.655 | 9,17 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 416 | -88,64 | 182 | -89,86 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 1.624 | 0,50 | 709 | -10,03 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 18.045 | -2,16 | 7.882 | -12,39 | ||||
| 2026-05-04 | 13F | Guardsman Private Capital Management, Inc. | 5.253 | -23,87 | 2.295 | -31,85 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 51.806 | 1,69 | 22.628 | -8,96 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 22 | 0,00 | 10 | -10,00 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 565 | 0,18 | 269 | 1,51 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 460 | -1,29 | 224 | 0,45 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 241.167 | 5,53 | 105.339 | -5,52 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 120.300 | 130,90 | 52.546 | 106,73 | |||
| 2026-04-08 | 13F | Dover Advisors, Llc | 1.447 | 0,00 | 632 | -10,35 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 4.333 | 22,57 | 1.893 | 9,74 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.812.196 | -5,30 | 791.549 | -15,22 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 900 | 0,00 | 393 | -10,48 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 1.207 | -57,62 | 527 | -62,06 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 6.817 | -0,18 | 2.978 | -10,63 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 159 | 0,00 | 69 | -10,39 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 826 | 2,48 | 361 | -8,40 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 538.579 | 5,02 | 235 | -6,00 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 114 | 245,45 | 50 | 206,25 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 269 | 0,00 | 117 | -10,69 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 2.361 | 1.152 | ||||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 972 | -0,72 | 425 | -11,11 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 50.853 | 5,17 | 22.212 | -5,85 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 653 | 0,00 | 285 | -10,38 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 4.063 | 0,00 | 1.775 | -10,45 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 739 | -3,52 | 323 | -13,67 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 135.596 | -96,24 | 59.227 | -96,63 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 1.766 | 14,53 | 771 | 2,53 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3.109 | 12,28 | 1.373 | 2,16 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 1.038 | 17,42 | 454 | 5,10 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 1.535 | 0,99 | 671 | -9,58 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 1.693 | 0,00 | 739 | -10,42 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 820 | 0,00 | 358 | -10,50 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 2.719 | -28,50 | 1.187 | -36,01 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 3.148 | 1.375 | ||||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 8.988 | 2,97 | 3.926 | -7,82 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 3.645 | 9,92 | 1.592 | -1,61 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Prostatis Group LLC | 23.554 | -9,74 | 10.288 | -19,19 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 8.032 | -6,98 | 3.508 | -16,71 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 8.568 | -93,48 | 3.742 | -94,17 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 9.497 | 5,84 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 15.139 | -15,56 | 6.613 | -24,40 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 10.536 | -4,70 | 4.602 | -14,67 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 15.715 | -0,48 | 6.864 | -10,92 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 650 | 0,00 | 284 | -10,73 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 4.300 | 0,05 | 1.878 | -10,40 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 1.037 | 0,00 | 453 | -10,50 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 9.734 | -8,12 | 4.298 | -16,83 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 578 | -0,34 | 252 | -10,64 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 258 | 0,00 | 113 | -10,40 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 2.654 | -0,64 | 1 | 0,00 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 1.560 | 0,13 | 681 | -9,92 | ||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 117.062 | 3,29 | 51.132 | -7,52 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 9.003 | 12,02 | 3.933 | 0,28 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 959 | 0,00 | 419 | -10,49 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 91.230 | -0,15 | 39.849 | -10,60 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 3.844 | 0,00 | 1.679 | -10,45 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Wallace Hart LLC | 13 | 0,00 | 6 | -16,67 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 203 | 17,34 | 89 | 4,76 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 14.946 | -3,64 | 6.528 | -13,72 | ||||
| 2026-04-23 | 13F | American National Bank | 475 | -5,00 | 207 | -14,81 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 153.900 | -22,26 | 67.222 | -30,40 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 21.275 | 0,00 | 9 | -10,00 | ||||
| 2026-05-15 | 13F | East Coast Asset Management, LLC. | 541 | -8,77 | 236 | -18,34 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 1.432 | -1,65 | 626 | -11,97 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 293 | 0,00 | 128 | -10,56 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 192 | -7,69 | 84 | -17,82 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 200 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 284.069 | 16,79 | 124.078 | 4,56 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 656 | -11,83 | 287 | -21,21 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 4.091 | 0,12 | 1.787 | -10,39 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 7.864 | -1,40 | 3.435 | -11,75 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 264.722 | 11,05 | 115.628 | -0,57 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 23.599 | 6,31 | 10.308 | -4,82 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 155.688 | -3,13 | 68.003 | -13,41 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 1.146 | 0,00 | 501 | -10,55 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 7.969 | -1,64 | 3.481 | -11,94 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 3.291 | 4,64 | 1.437 | -6,32 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 1.335 | 20,16 | 583 | 12,57 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 568 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 2.316 | -1,61 | 1.012 | -11,93 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 2.293 | 34,57 | 1.002 | 20,46 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 47.476 | -8,53 | 20.737 | -18,10 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 519 | 10,66 | 0 | |||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 2.124 | -1,12 | 928 | -11,46 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 2.643 | 0,00 | 1.154 | -10,47 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 673 | -67,61 | 294 | -71,08 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 2.946 | -0,20 | 1.287 | -10,69 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Columbia Asset Management | 6.915 | 4,87 | 3.021 | -6,09 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 6.149 | 0,00 | 2.686 | -10,47 | ||||
| 2026-04-23 | 13F | Bell Bank | 608.080 | 2,95 | 265.603 | -7,82 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 32.177 | 6,12 | 14.055 | -4,99 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 22.086 | 27,45 | 9.647 | 14,10 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 14.577 | 895,70 | 6.367 | 791,74 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 2.415 | -10,98 | 1.055 | -20,33 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 3.864 | -16,22 | 1.688 | -25,02 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 1.988 | 86,14 | 868 | 66,60 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 8 | 3 | ||||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 1.123 | 0,00 | 491 | -10,42 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-15 | 13F | Cerity Partners LLC | 696.274 | 25,22 | 305.401 | 12,58 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 3.631 | 0,22 | 1.586 | -10,30 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 56 | 0,00 | 24 | -11,11 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 221.595 | 2,01 | 96.791 | -8,67 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 1.618 | 0,00 | 707 | -10,52 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 1.231 | 0,00 | 538 | -10,50 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 331 | 0,00 | 145 | -7,10 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 20.935 | 3.271,18 | 9.144 | 2.917,82 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.485 | -6,49 | 724 | -4,86 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 7.993 | 6,08 | 3.491 | -5,01 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 680 | -36,45 | 297 | -43,10 | ||||
| 2026-04-20 | 13F | Morangie Management LLC | 550 | 0,00 | 240 | -10,45 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 4.324 | 3,12 | 1.889 | -7,68 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 177 | 941,18 | 77 | 862,50 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 169.980 | 1,91 | 74.245 | -8,76 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 9.200 | 0,65 | 4.498 | 2,44 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 2.135 | -0,05 | 933 | -10,47 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 4.274 | 614,72 | 357 | 22,34 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 123 | 0,00 | 54 | -11,67 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 7.490 | 5,20 | 3.272 | -5,82 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 1.068 | 1,42 | 466 | -9,16 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 712 | -22,86 | 311 | -31,11 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 267.583 | 18,18 | 130.543 | 55,48 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 52.839 | 5,64 | 23.079 | -5,42 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 23.986 | -0,80 | 10.477 | -11,19 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 952 | 0,00 | 416 | -10,56 | ||||
| 2026-05-13 | 13F | Rezny Wealth Management, Inc. | 323.977 | 0,94 | 141.510 | -9,63 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 265.953 | 30,44 | 116.166 | 16,78 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 13.241 | 23,62 | 5.784 | 10,68 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 3.108 | 2,44 | 1.358 | -8,31 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10.033 | 10,42 | 4.382 | -1,13 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 5.005 | 7,66 | 2.186 | -3,62 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 8.657 | -19,30 | 3.781 | -27,75 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 1.063 | -16,10 | 464 | -24,92 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 72.181 | 3,93 | 31.528 | -6,95 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 83.070 | 651,36 | 7.214 | 39,25 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 13.001 | -12,50 | 5.679 | -21,66 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 24.081 | 11.034 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 17.212 | 87,94 | 7.518 | 68,30 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 16.069 | 69,72 | 7.019 | 69,13 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 65.615 | -1,79 | 28.660 | -12,08 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 1.657 | 0,06 | 724 | -10,41 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 969 | -7,27 | 423 | -16,90 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 986.756 | 0,56 | 431.005 | -9,96 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 696 | -14,18 | 304 | -23,04 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 17.222 | 19,27 | 7.522 | 6,79 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 802 | 0,75 | 350 | -9,79 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 138 | -19,30 | 60 | -27,71 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 11.269 | 0,00 | 929 | -10,34 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 5.440 | -16,32 | 2.376 | -25,07 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 1.980 | -82,91 | 865 | -84,71 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 27.225 | 13,82 | 11.892 | 1,90 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 802 | 350 | ||||||
| 2026-05-04 | 13F | TrustBank | 290 | 127 | ||||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 1.420 | -6,64 | 620 | -16,33 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 350 | 153 | ||||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 1.998 | 298,01 | 873 | 254,47 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 4.608 | -3,66 | 2.013 | -13,76 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8.133 | 48,06 | 3.553 | 32,59 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 306 | -6,99 | 134 | -16,87 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 18.663 | 2,08 | 8.152 | -8,61 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 554.536 | 2,25 | 242.219 | -8,46 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2.157 | -4,05 | 942 | -14,05 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 613.960 | 17,60 | 268.172 | 5,29 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 2.030 | -2,87 | 887 | -13,05 | ||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 497 | -6,40 | 217 | -16,22 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 1.542 | 181,39 | 674 | 152,06 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 2.295 | -2,71 | 1.002 | -12,87 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 652 | 7,41 | 285 | -4,05 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 9.790 | -4,42 | 4.276 | -14,43 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 7.558 | -3,03 | 3.301 | -13,18 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 1.072 | 6,45 | 468 | -5,26 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 1.530 | 2,34 | 668 | -8,37 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 614.604 | 3,66 | 268.453 | -7,19 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 5.869 | 485 | ||||||
| 2026-05-14 | 13F | Ade, Llc | 5.867 | -0,37 | 2.563 | -10,82 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 899 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Protective Life Corp | 70 | 31 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 11.138 | 10,40 | 4.865 | -1,16 | ||||
| 2026-05-01 | 13F | MOKAN Wealth Management Inc. | 4.277 | -81,70 | 1.869 | -83,61 | ||||
| 2026-04-20 | 13F | City State Bank | 12.609 | 9,87 | 5.507 | -1,63 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 1.374 | -1,65 | 600 | -11,89 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 2.438 | 0,00 | 1.065 | -10,51 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 19.928 | 4,92 | 8.704 | -6,07 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 70.982 | 5,95 | 31.004 | -5,14 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 580 | -66,95 | 253 | -70,44 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 18.046 | 2,49 | 7.882 | -8,23 | ||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 464 | 0,00 | 203 | -10,62 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 4.866 | -0,51 | 2.125 | -10,94 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 737 | 0,00 | 322 | -10,58 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 551 | 0,00 | 241 | -10,45 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 606 | 0,00 | 265 | -10,51 | ||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 549 | -2,31 | 240 | -12,77 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 4.375 | 1,34 | 1.911 | -9,26 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 49 | 21 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 995 | -12,72 | 434 | -21,94 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 22 | -37,14 | 10 | -47,06 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 2.132 | 1,38 | 155 | -84,88 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 7.654 | -8,99 | 3.343 | -18,50 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 904.105 | 9,23 | 394.904 | -2,20 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 1.981 | -42,14 | 865 | -48,20 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 908 | 399 | ||||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 660 | -1,20 | 288 | -11,38 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 11.098 | 9,35 | 4.848 | -2,10 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 1.814 | -3,97 | 792 | -14,01 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 5.718 | 26,31 | 2.498 | 13,09 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 37.517 | -2,13 | 16.387 | -12,37 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 42.044 | -18,14 | 18.432 | -26,43 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 6.055 | -4,78 | 2.673 | -13,83 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 19.396 | 8,81 | 8.472 | -2,59 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 11.015 | 69,70 | 4.811 | 51,96 | ||||
| 2026-01-23 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.298.549 | 8,21 | 1.003.983 | -3,11 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 1.011 | -28,20 | 442 | -35,71 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 1.547 | 67,06 | 676 | 49,67 | ||||
| 2026-05-08 | 13F | Matisse Capital | 747 | 0,00 | 326 | -10,44 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 2.651 | -20,13 | 1.158 | -28,47 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 205 | 89 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 7.608 | 9,29 | 3.323 | -2,12 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 1.391 | -0,93 | 608 | -11,26 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 623 | 0,65 | 272 | -9,63 | ||||
| 2026-01-09 | 13F | Post Resch Tallon Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 4.500 | -20,16 | 1.966 | -28,52 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 2.586 | 500,00 | 216 | 1,90 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 69.973 | -17,08 | 30.564 | -25,76 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 2.558 | 7,21 | 1.117 | -4,04 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 562 | 0,00 | 246 | -10,58 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 8.292 | 100,00 | 3.925 | 94,11 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 7.870 | 1,34 | 3.437 | -9,27 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3.880 | 6,39 | 1.695 | -4,78 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 1.191 | -3,09 | 547 | -8,38 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 3.964 | -22,49 | 1.731 | -30,59 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 481 | 0,00 | 210 | -10,26 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 69.538 | -13,52 | 30.373 | -22,57 | ||||
| 2026-05-11 | 13F | Bull Oak Capital, LLC | 2.981 | 0,00 | 1.302 | -10,45 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 14.372 | -0,83 | 6.279 | -11,23 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 5.078 | -3,61 | 2.218 | -13,70 | ||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 964 | 421 | ||||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 1.968 | -9,68 | 860 | -19,19 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 990 | -16,88 | 432 | -25,65 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 368 | 1.740,00 | 161 | 1.677,78 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 6.816 | -2,85 | 2.977 | -13,00 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 2.364 | -0,71 | 1.033 | -11,11 | ||||
| 2026-04-24 | 13F | Twin City Private Wealth, Llc | 2.220 | 7,82 | 970 | -3,49 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 2.333 | 6,63 | 1.019 | -4,50 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 3.165 | 16,83 | 1.383 | 4,62 | ||||
| 2026-04-22 | 13F | Yelin Lapidot Holdings Management Ltd. | 3.835 | 0,00 | 1.675 | -10,43 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 236.120 | 3,37 | 103.135 | -7,45 | ||||
| 2026-05-08 | 13F | Bokf, Na | 141.282 | 0,77 | 61.711 | -9,78 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 251 | 0,00 | 110 | -10,66 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 3.347 | 0,00 | 1 | 0,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 25.030 | 10,69 | 11 | -9,09 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 758 | 24,06 | 331 | 11,07 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 1.632 | -15,44 | 713 | -24,34 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 6.727 | -0,31 | 2.938 | -10,75 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 21.578 | 1,51 | 9 | -10,00 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 857 | 0,00 | 374 | -10,53 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 840 | -11,95 | 367 | -21,29 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.855 | 2,09 | 810 | -8,58 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 2.652 | 0,15 | 1.158 | -10,30 | ||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 1.275 | 557 | ||||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 160 | 70 | ||||||
| 2026-04-20 | 13F | First PREMIER Bank | 25.937 | 4,87 | 11 | -8,33 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 122.819 | 0,31 | 53.646 | -10,19 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 12.473 | -10,43 | 5.448 | -19,80 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 919 | 64,70 | 401 | 47,43 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 31.574 | 13.791 | ||||||
| 2026-05-07 | 13F | Xxi Wealth, Llc | 2.050 | 0,00 | 895 | -10,50 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 2.306 | -17,97 | 1.007 | -26,55 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 145.181 | -5,45 | 63.414 | -15,35 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 13.500 | 36,13 | 5.897 | 21,87 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 738.592 | -0,37 | 322.639 | -10,80 | ||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 66.196 | 0,31 | 28.914 | -10,19 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 19.805 | 9,81 | 4.082 | -4,43 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 74 | -40,80 | 32 | -46,67 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 1.116 | 0,00 | 487 | -10,48 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 1.599 | 7,46 | 698 | -3,72 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 4.614 | 1,72 | 2.015 | -8,91 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 2.892 | -8,02 | 1.263 | -17,61 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 62.438 | -0,15 | 27.272 | -10,60 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 26.061 | 1.124,10 | 2.281 | 119,54 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 42.822 | 12,59 | 18.704 | 0,80 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 1.289 | -12,61 | 563 | -21,70 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 1.755 | 1,21 | 767 | -9,46 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 1.104 | 0,00 | 482 | -10,41 | ||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 2.352 | -14,53 | 1.027 | -23,47 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 96.062 | 3,06 | 41.954 | -7,74 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 17.838 | 0,83 | 7.791 | -9,73 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 8.424 | -0,82 | 3.680 | -11,20 | ||||
| 2026-04-24 | 13F | Bayban | 23 | 0,00 | 10 | -9,09 | ||||
| 2026-05-14 | 13F | Betterment LLC | 321.772 | 2,20 | 141 | -8,50 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 1.473 | 18,98 | 643 | 6,46 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 85 | -98,19 | 37 | -98,40 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 1.108 | 0,00 | 484 | -10,56 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 170 | 0,00 | 74 | -9,76 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 673 | 328 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 698.101 | 0,92 | 304.923 | -9,64 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 400 | 175 | ||||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 2.798 | -2,34 | 1.222 | -12,53 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 17.301 | -3,04 | 7.557 | -13,20 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 8.696.213 | 13,59 | 3.798.419 | 1,70 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.898.195 | 3,59 | 829.105 | -7,25 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 984 | -6,02 | 430 | -15,88 | ||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 5.316 | 11,85 | 2.322 | 0,13 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 2.954 | -0,67 | 1.290 | -11,03 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 447 | 218 | ||||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 22.253 | 1.178,91 | 9.720 | 1.046,11 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 25.351 | 2,85 | 11.073 | -7,91 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 875 | 1,16 | 382 | -9,26 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1.552 | 78,39 | 678 | 59,67 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 621 | 8,76 | 230 | -17,27 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 6.569 | 90,74 | 2.869 | 70,77 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 8.363 | -1,02 | 4 | -25,00 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 38.530 | 2,68 | 16.829 | -8,07 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 12.387 | 28,30 | 5.411 | 14,86 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 503 | 220 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 22.153 | -7,43 | 9.676 | -17,11 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 11.436 | -4,13 | 4.995 | -14,16 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 1.942 | 21,76 | 848 | 9,00 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 676 | 295 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 80.963 | 2,35 | 35.357 | -8,39 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 21.234 | -4,75 | 9.275 | -14,72 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 426.934 | 4,28 | 186.481 | -6,63 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 18.376 | 0,43 | 8.026 | -10,08 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 817 | -4,56 | 357 | -14,63 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 4.218 | -26,31 | 1.843 | -34,03 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 3.629 | 4,76 | 1.585 | -6,16 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 172 | -83,96 | 75 | -85,63 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 804 | 0,00 | 351 | |||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 24.811 | 0,99 | 12.221 | 6,16 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 153.061 | -8,70 | 66.856 | -18,26 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 41.050 | -0,55 | 17.930 | -10,96 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 3.510 | 500,00 | 292 | 2,11 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 1.287 | -17,45 | 562 | -26,18 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 23.223 | 0,03 | 10.144 | -10,44 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 197.160 | 121,21 | 86.117 | 98,05 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 6.173 | -3,67 | 3 | -33,33 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 3.346 | -70,14 | 1.461 | -73,27 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 10.276 | -9,41 | 4.486 | -18,94 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 1.979 | 11,74 | 864 | 0,12 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 1.092 | 57,12 | 477 | 40,41 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 598 | 0,00 | 261 | -10,31 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 1.911 | 0,00 | 835 | -10,52 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 542 | -48,96 | 237 | -54,44 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 764 | -7,17 | 334 | -16,96 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 46.248 | 4,22 | 20.200 | -6,69 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 444 | 1,14 | 194 | -9,81 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 2.775 | 58,21 | 1.212 | 41,75 | ||||
| 2026-02-02 | 13F | Verus Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 784 | -12,21 | 342 | -21,38 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 991 | 0,10 | 433 | -10,56 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 33.194 | 8,24 | 14.499 | -3,20 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 734 | 4,56 | 321 | -6,43 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 5.646 | -0,42 | 2.469 | -10,87 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 239 | 0,00 | 117 | 1,75 | ||||
| 2026-04-28 | 13F | Cohen Investment Advisors LLC | 3.329 | 5,82 | 1.454 | -5,22 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 5.020 | 6,00 | 2.193 | -5,11 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 9.788 | -1,43 | 4.275 | -11,75 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 2.739 | -1,30 | 1.196 | -11,60 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 4.356 | 0,11 | 1.903 | -10,37 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 163.962 | 1,04 | 71.617 | -9,54 | ||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 4.456 | 0,59 | 1.946 | -9,95 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 2.990 | 9,52 | 1.306 | -1,95 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 4.226 | 0,60 | 1.866 | -8,93 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 912 | 0,00 | 398 | -10,56 | ||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 259.256 | -1,29 | 113.240 | -11,62 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 805 | 20,69 | 352 | 8,00 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 745 | 325 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 364.752 | 11,30 | 159 | 0,00 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 62.649 | 7,66 | 27.364 | -3,61 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 88.110 | 15,77 | 38.485 | 3,65 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 5.934 | -4,84 | 2.592 | -14,83 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 2.432 | 99,51 | 1.062 | 78,62 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 191.754 | 1,76 | 88.115 | -4,15 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 45.199 | -0,05 | 19.742 | -10,51 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 74.728 | -4,59 | 32.641 | -14,58 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Nvest Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 47.049 | -3,41 | 20.551 | -13,52 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 5.000 | -10,71 | 2.184 | -20,10 | |||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 5.700 | 103,57 | 2.490 | 82,21 | |||
| 2026-05-18 | 13F | Wilson & Boucher Capital Management, LLC | 7.441 | -0,05 | 3.250 | -10,55 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 43.134 | 9,07 | 18.841 | -2,35 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 641 | 280 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 519 | -27,82 | 227 | -35,43 | ||||
| 2026-04-21 | 13F | GFG Capital, LLC | 1.049 | -5,83 | 458 | -15,65 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 6.875 | -0,22 | 3.003 | -10,65 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 39.825 | 0,72 | 17.395 | -9,83 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 849 | 13,65 | 371 | 1,65 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 4.230 | -13,39 | 1.848 | -22,46 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 32 | 0,00 | 14 | -13,33 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 1.331 | -2,13 | 582 | -12,37 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 881 | 0,00 | 385 | -10,49 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 2.046 | -22,53 | 894 | -30,67 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 316 | 0,00 | 138 | -10,39 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 4.148 | -20,52 | 1.842 | -28,03 | ||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 3.183 | 0,00 | 1.390 | -10,44 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1.715 | -0,92 | 749 | -11,26 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 6.373 | 18,99 | 2.784 | 6,55 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 693 | 0,00 | 303 | -10,65 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 5.929 | -28,08 | 2.734 | -32,46 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 1.435 | 35,51 | 603 | 15,77 | ||||
| 2026-04-14 | 13F | Flower City Capital | 1.234 | -2,22 | 539 | -12,52 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 1.601 | 0,44 | 699 | -10,04 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 878 | -3,73 | 384 | -13,74 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 1.445 | -0,41 | 631 | -10,75 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 3.682 | -2,77 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 5.989 | 0,00 | 2.616 | -10,44 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 423.091 | 2,33 | 184.802 | -8,38 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 495 | 12,50 | 216 | 0,93 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 22.342 | -11,47 | 9.759 | -20,74 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 46.857 | 0,29 | 20.467 | -10,21 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 147.345 | 2,51 | 64.359 | -8,22 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 2.832 | -14,75 | 1.237 | -23,70 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 2.549 | 12,09 | 1.113 | 0,36 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 1.722 | -12,72 | 752 | -21,83 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 191.279 | -1,51 | 83.549 | -11,82 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 118.769 | -13,69 | 52 | -23,88 | ||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 802 | 0,00 | 350 | -10,49 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 24.740 | -3,19 | 10.806 | -13,32 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 421 | 0,00 | 205 | 1,99 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 17 | 0,00 | 7 | -12,50 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 16.714 | 0,00 | 7.300 | -10,46 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 6.734 | 36,59 | 2.942 | 22,29 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 149.896 | 20,32 | 65.475 | 7,73 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 1.471 | -10,25 | 643 | -19,65 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 10.202 | 0,00 | 4.456 | -10,47 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 517 | -17,81 | 226 | -26,47 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cladis Investment Advisory, LLC | 1.265 | 0,40 | 553 | -10,10 | ||||
| 2026-05-01 | 13F | Kassira Wealth Management LLC | 18.583 | -1,76 | 8.117 | -12,04 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 914 | 2,93 | 399 | -7,85 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 1.245 | 0,00 | 607 | 0,00 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 1.232 | 54,19 | 522 | 34,54 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 24.106 | 9,82 | 10.529 | -1,68 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 479 | 3,90 | 209 | -7,11 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 230 | 0,00 | 100 | -10,71 | ||||
| 2026-05-11 | 13F/A | Accent Capital Management, LLC | 13.429 | -0,01 | 1.362 | -50,16 | ||||
| 2026-05-01 | 13F | DMKC Advisory Services, LLC | 3.176 | -3,49 | 1.387 | -13,58 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 8.555 | 10,84 | 3.737 | -0,77 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 36.128 | 7,16 | 15.780 | -4,06 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 1.079 | -83,59 | 471 | -85,31 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 302 | -14,45 | 132 | -23,84 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 68.348 | 16,84 | 29.854 | 4,60 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 3.798 | 2,18 | 1.659 | -9,00 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 1.583 | -3,53 | 691 | -13,62 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 1.262 | -2,70 | 551 | -12,82 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 1.101 | 51,03 | 481 | 35,21 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 52.307 | 13,70 | 21.016 | -4,75 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 906 | 20,96 | 396 | 8,22 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 43.789 | 26,40 | 19.126 | 13,17 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 1.566 | 14,64 | 684 | 2,70 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 31 | 0,00 | 14 | -13,33 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 1.386 | 231,58 | 605 | 196,57 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 540 | 0,00 | 236 | -10,65 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 10.102 | -1,80 | 4.412 | -12,08 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 8.890 | -21,05 | 3.883 | -29,32 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 3.865 | 0,00 | 1.688 | -10,45 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 7.427 | 1,01 | 3.244 | -9,56 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 416 | 264,91 | 182 | 229,09 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 489.387 | 0,32 | 213.759 | -10,18 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 25.691 | -33,48 | 11.221 | -40,45 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 462 | 0,00 | 202 | -10,67 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 1.944 | -7,07 | 849 | -16,76 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 28 | 0,00 | 12 | -7,69 | ||||
| 2026-01-27 | 13F | Stillwater Wealth Management Group | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 2.802 | 0,00 | 1.224 | -10,47 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 653.482 | 1,54 | 285.434 | 91.092,97 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 466 | 227 | ||||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 12.178 | 18,42 | 5.319 | 6,02 | ||||
| 2026-04-28 | 13F/A | First Citizens Asset Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 714 | -12,18 | 312 | -21,46 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 6.158 | 86,10 | 2.690 | 66,60 | ||||
| 2026-04-29 | 13F | McLaughlin Asset Management, Inc. | 993 | 434 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 3.704 | 0,05 | 1.618 | -10,47 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 39.388 | 1,89 | 17.204 | -8,78 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 353 | -2,22 | 154 | -12,50 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 1.146 | 4,47 | 501 | -6,54 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 3.793 | 1.657 | ||||||
| 2026-04-10 | 13F | Benin Management CORP | 1.509 | 0,07 | 659 | -10,34 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 8.353 | 132,74 | 3.649 | 108,46 | ||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 26.562 | 0,00 | 11.602 | -10,46 | ||||
| 2026-05-05 | 13F | Sharpepoint Llc | 7.190 | 0,60 | 3.141 | -9,93 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 247.541 | -1,31 | 108.123 | -11,64 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 8.578 | 3.747 | ||||||
| 2026-04-29 | 13F | W Advisors, Llc | 1.994 | -0,05 | 871 | -10,48 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 10.518 | -3,34 | 4.594 | -13,45 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1.016 | 12,76 | 495 | 76,79 | ||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 575 | 251 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 1.040.017 | 2,36 | 454.261 | -9,07 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 2.578 | -24,49 | 1.126 | -32,41 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 11.130 | -15,14 | 4.861 | -24,02 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 1.153.860 | 6,06 | 503.995 | -5,04 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 2.925 | 0,00 | 1.278 | -10,45 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 25.883 | -0,20 | 11.306 | -10,65 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 609 | 0,00 | 266 | -10,44 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 55.754 | 12,08 | 24.353 | 101.366,67 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 728 | 0,14 | 318 | -10,45 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 1.829 | 0,00 | 799 | -10,54 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 16.892 | -2,34 | 7.378 | -12,56 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 1.370 | 12,20 | 599 | 0,50 | ||||
| 2026-05-01 | 13F | AF Advisors, Inc. | 1.635 | 0,00 | 714 | -10,41 | ||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 580 | 0,00 | 253 | -10,28 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 2.262 | 1,43 | 988 | -9,11 | ||||
| 2026-04-29 | 13F | Carnegie Lake Advisors LLC | 1.053 | -21,83 | 460 | -30,03 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 4.818 | -0,54 | 2.105 | -10,96 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 18.560 | -1,21 | 8.107 | -11,55 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 632 | 565,26 | 276 | 500,00 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 5.393 | 11,49 | 2.355 | -0,17 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 580 | 0,17 | 253 | -10,28 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 1.065 | 0,00 | 465 | -10,40 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 15.523 | 23,15 | 6.520 | 5,20 | ||||
| 2026-04-27 | 13F | AMG Asset Management Group, Inc. | 2.917 | 1.274 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 2.182 | -15,33 | 953 | -24,18 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 1.559 | 0,06 | 681 | -10,28 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 485 | 0,21 | 212 | -10,59 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 3.198 | 50,14 | 1.397 | 34,36 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 10.449 | -3,73 | 4.564 | -13,81 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 14.072 | -1,83 | 6.147 | -12,12 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 1.008 | 12,00 | 440 | 0,23 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 19.720 | -2,59 | 8.613 | -12,79 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 9.777 | 0,00 | 4.342 | -9,41 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 14.071 | -0,55 | 6.865 | 1,15 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 15.082 | -1,33 | 6.588 | -11,66 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 3.523 | -1,89 | 1.539 | -12,16 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 4.414 | -0,54 | 1.928 | -10,95 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 12.199 | 11,26 | 5.328 | -0,37 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 2.215 | -0,76 | 967 | -10,79 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 875 | -0,57 | 382 | -10,96 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 59.931 | 7,20 | 26.177 | -4,02 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 654 | 0,00 | 286 | -10,66 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 14.714 | 18,87 | 7.015 | 16,16 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 1.221 | -0,25 | 533 | -10,72 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 8.775 | 4,74 | 3.833 | -6,24 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 79 | 46,30 | 35 | 30,77 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 63.559 | -3,76 | 28 | -15,62 | ||||
| 2026-04-27 | 13F | Cumberland Advisors Inc | 18.253 | 0,27 | 7.973 | -10,23 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 31.985 | 1,44 | 13.971 | -9,18 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 2.634 | -15,60 | 1.151 | -24,44 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 6.398 | -47,26 | 2.795 | -52,79 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 7.425 | 0,36 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 546 | 0,00 | 238 | -10,53 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 2.182 | -4,13 | 953 | -14,14 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 811 | -18,08 | 354 | -26,56 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 966 | -12,66 | 422 | -21,89 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 2.398 | 2,92 | 1.048 | -6,27 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 137.847 | -2,37 | 60.210 | -12,59 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 276 | 0,00 | 121 | -10,45 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 2.470 | 0,00 | 1.079 | -10,54 | ||||
| 2026-04-24 | 13F | Walker Asset Management, LLC | 1.344 | -1,18 | 587 | -11,46 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 6.933 | 0,23 | 3.028 | -10,25 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 267.987 | 4,18 | 117.054 | -6,72 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 2.393 | 4,04 | 1.045 | -6,86 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 20.707 | -2,44 | 9.045 | -12,65 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 4.526 | 3,05 | 1.977 | -7,75 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 48.411 | 0,11 | 21.146 | -10,38 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 1.495 | -0,80 | 653 | -11,29 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 251 | 0,00 | 122 | 1,67 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 251 | 110 | ||||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 60.967 | 3,89 | 26.630 | -6,98 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 314 | 0,00 | 137 | -10,46 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 669 | -7,72 | 292 | -17,28 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.443 | 56,85 | 1 | |||||
| 2026-04-10 | 13F | Oak Root LLC | 50.403 | 8,46 | 22.016 | -2,89 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 1.528 | -7,56 | 667 | -17,25 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 9.872 | 4.312 | ||||||
| 2026-05-07 | 13F | Jefferson Bridge Capital, LLC | 12.446 | 2,05 | 5.436 | -8,64 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Capital City Trust Co/fl | 711 | -1,11 | 311 | -11,43 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 3.477 | -0,43 | 1.519 | -10,86 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 2 | 0,00 | 1 | |||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 91.809 | 4,97 | 40.101 | -6,02 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 790 | -8,35 | 384 | -7,47 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 3.433 | 3,16 | 1.500 | -7,64 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 1.630 | -1,45 | 712 | -11,66 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 1.325 | -0,23 | 588 | -9,26 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 20.129 | 21,34 | 8.796 | 8,63 | ||||
| 2026-02-17 | 13F | CHICAGO TRUST Co NA | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4.427.080 | 2,40 | 1.933.704 | -8,32 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 13.893 | 0,30 | 6.068 | 12,37 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 13.136 | 19,43 | 5.738 | 6,93 | ||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 20.329 | 12,43 | 8.880 | 0,66 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 1.047 | 0,00 | 457 | -10,39 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 10.767 | -5,62 | 4.703 | -15,49 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 12.241 | -94,78 | 5.347 | -57,58 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 828 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 16.460 | 5,33 | 7.190 | -5,69 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 5.065 | 68,89 | 2.212 | 51,20 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 4.428 | 6,78 | 1.934 | -4,40 | ||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 1.000 | -6,19 | 437 | -16,15 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 2.707 | -1,13 | 1.321 | 0,53 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 1.080 | -0,46 | 472 | -10,96 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 34.317 | -1,80 | 14.989 | -12,08 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 662 | 1,85 | 289 | -9,15 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 600 | 0,00 | 262 | -10,27 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 579 | 0,17 | 253 | -10,64 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 62.665 | -3,24 | 27.371 | -13,37 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 633 | -0,63 | 277 | -10,93 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 82.765 | -33,61 | 36.151 | -40,56 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 1.747 | -20,74 | 763 | -29,02 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 1.837 | -16,27 | 802 | -25,05 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 1.781 | -99,80 | 778 | -11,40 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 1.490 | 0,00 | 651 | -10,47 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 51.989 | -6,74 | 22.708 | -16,50 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 3.475 | -8,60 | 1.517 | -18,18 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 197.755 | 4,68 | 86.377 | -6,28 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 7.006 | 0,97 | 3.060 | -9,60 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 2.302 | -2,29 | 1.006 | -12,53 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 13.061 | 1,95 | 5.705 | -8,72 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 905 | -9,95 | 396 | -19,39 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 391 | 0,00 | 171 | -10,53 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 5.722 | 10,06 | 2.499 | -1,46 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 15.612 | 0,06 | 6.819 | -10,41 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 2.905 | 0,07 | 1.269 | -10,45 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 112.800 | -54,33 | 49.270 | -59,11 | |||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 7.438 | -0,60 | 3.249 | -11,01 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 808 | 0,00 | 353 | -10,66 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 141.100 | 232,00 | 61.631 | 197,25 | |||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 1.178 | 0,51 | 515 | -9,98 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 9.053 | -40,66 | 3.954 | -46,87 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 29.026 | 884,60 | 2.501 | 79,60 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 485 | 0,00 | 212 | -10,17 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 466 | -1,69 | 207 | -10,39 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 583.438 | -0,91 | 254.840 | -11,28 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 9.427 | -1,89 | 4.118 | -12,16 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.249.069 | 2,81 | 982.372 | -7,95 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 2.629 | 27,07 | 1.148 | 13,78 | ||||
| 2026-04-28 | 13F | FSR Wealth Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 95.902 | -0,91 | 41.889 | -11,28 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 429 | 0,00 | 187 | -10,53 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 577 | -2,70 | 252 | -12,80 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 2.262 | -7,67 | 988 | -17,32 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 2.867 | 15,09 | 1.252 | 3,05 | ||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 857 | -7,35 | 374 | -17,07 | ||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 10.015 | -0,78 | 4.375 | -11,17 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 5.860 | 0,34 | 2.560 | -10,18 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 738 | -0,67 | 322 | -11,05 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 999 | 436 | ||||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 2.002 | 0,10 | 874 | -10,36 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 567 | 0,00 | 248 | -10,51 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 529 | 19,68 | 231 | 7,44 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 25.181 | 11,73 | 10.999 | 0,03 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | FF Advisors,LLC | 75.306 | 579,35 | 6.178 | 14,26 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 972 | -1,72 | 425 | -12,03 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 40.209 | 21,00 | 17.563 | 8,70 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 1.279 | -1,92 | 559 | -12,26 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 171.638 | -42,10 | 74.970 | -48,16 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 1.046 | 457 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.395.832 | -1,73 | 2.356.846 | -12,02 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 1.400 | 612 | |||||
| 2026-01-28 | 13F | Dentgroup LLC | 17.229 | -9,85 | 8.405 | -8,29 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 8.612 | 0,48 | 3.761 | -10,05 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 975 | 0,00 | 426 | -10,53 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 72.409 | 4,00 | 31.628 | -6,89 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 25.831 | -1,20 | 11.283 | -11,55 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Burney Co/ | 2.813 | -25,15 | 1.229 | -33,01 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 476 | 208 | ||||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 119.819 | 1,19 | 52.336 | -9,40 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 1.457 | 0,00 | 636 | -10,42 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 622 | 0,00 | 272 | -10,56 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 250.430 | 0,21 | 109.385 | -10,28 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 1.042.054 | 0,34 | 11.760 | -0,31 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 1.666 | 128,22 | 728 | 104,79 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | HighRoad Wealth Advisors, LLC | 603 | -4,74 | 263 | -14,61 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 15.554 | 14,04 | 6.794 | 2,10 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 2.472 | 6,74 | 1.080 | -4,42 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1.173 | -6,01 | 513 | -15,93 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 305 | 149 | ||||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 842 | 0,00 | 368 | -10,49 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 2.832 | 500,00 | 231 | 1,32 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 22.628 | -10,58 | 9.884 | -19,94 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 14.651 | -6,92 | 6.399 | -16,66 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 18.320 | -41,75 | 8.002 | -47,86 | ||||
| 2026-05-14 | 13F | Clg Llc | 1.499 | 5,19 | 655 | -5,90 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 104.014 | 7,02 | 45.432 | -4,18 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 9.178 | 0,02 | 4.009 | -10,46 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 3.211 | 67,94 | 1.403 | 50,43 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 1.166 | 0,69 | 509 | -9,75 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 807 | 352 | ||||||
| 2026-04-20 | 13F | Davidson Trust Co | 12.266 | 7,94 | 5.360 | -3,32 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 251 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 2.621 | 36,16 | 1.145 | 21,96 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3.441.990 | 1.503.427 | ||||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 131.790 | 5,10 | 57.565 | -5,90 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 1.202 | 10,07 | 525 | -1,50 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 92 | 0,00 | 40 | -9,09 | ||||
| 2026-05-01 | 13F | Cullinan Associates Inc | 697 | 6,74 | 304 | -4,40 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 4.617 | 0,00 | 2.252 | 1,72 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 20.543 | -1,29 | 8.973 | -11,62 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 2.044 | -1,30 | 893 | -11,68 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 5.666 | 0,00 | 2.475 | -10,49 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 10.443 | 0,78 | 4.561 | -9,77 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 31.364 | 0,97 | 13.700 | -9,60 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | PMG Family Office LLC | 567 | 10,74 | 248 | -0,80 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 704 | -1,26 | 308 | -11,53 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 836 | -1,88 | 365 | -12,05 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 959 | 4,13 | 419 | -6,90 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1.114 | -14,64 | 534 | -15,91 | ||||
| 2026-02-13 | 13F | Intrepid Financial Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.053 | 212,30 | 2.207 | 179,72 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 51 | 37,84 | 22 | 22,22 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 13.408 | 5.853 | ||||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 818 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 2.626 | 0,00 | 1.147 | -10,46 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 72.519 | -2,05 | 31.675 | -12,30 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 701 | 0,00 | 306 | -10,26 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 3.022 | 0,10 | 1.320 | -10,33 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 140.862 | 3,59 | 61.527 | -7,26 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 2.078 | 1,81 | 908 | -8,38 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 839 | 47,19 | 366 | 31,65 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 425.548 | 1,53 | 185.875 | -9,10 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 903 | 10,12 | 394 | -1,50 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 30.090 | 1,08 | 13.143 | -9,51 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 7.942 | -0,41 | 3.469 | -10,82 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 1.593 | 30,36 | 696 | 16,61 | ||||
| 2026-05-13 | 13F | Marex Group plc | 6.093 | 2.661 | ||||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 565 | -12,94 | 247 | -22,15 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 989.422 | -3,55 | 432.169 | -13,65 | ||||
| 2026-04-15 | 13F | Home Federal Bank Of Tennessee | 705 | 0,00 | 308 | -10,50 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 1.795 | -31,51 | 794 | -38,05 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 2.578 | -4,52 | 1.126 | -14,50 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 79.537 | 5,44 | 34.741 | -5,60 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | MAI Capital Management | 130.563 | 13,76 | 57.029 | 1,85 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 3.750 | 0,00 | 1.638 | -10,50 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1.360 | 1,95 | 594 | -8,62 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 726 | 0,00 | 317 | -10,45 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 35 | -22,22 | 15 | -28,57 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 3.994 | 0,00 | 1.745 | -10,47 | ||||
| 2026-04-17 | 13F | Community Bank of Raymore | 10.750 | 0,51 | 4.696 | -10,01 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 416 | 89,09 | 182 | 69,16 | ||||
| 2026-04-23 | 13F | Simmons Bank | 15.903 | -3,85 | 6.946 | -13,92 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 35.556 | 39,63 | 15.531 | 25,01 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 2.672 | 82,64 | 1.167 | 63,67 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 7.703 | 10,09 | 3.365 | -1,44 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 4.627 | 1,76 | 2.021 | -8,93 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 114.960 | 2,47 | 50.213 | -8,26 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 1.448 | 632 | ||||||
| 2026-02-13 | 13F | Sterling Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 188.629 | 21,48 | 82.391 | 8,77 | ||||
| 2026-05-27 | 13F | Alpine Woods Capital Investors, Llc | 1.600 | 0,00 | 699 | -10,51 | ||||
| 2026-01-27 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 720 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 5 | 0,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Croban | 743 | 0,00 | 325 | -10,50 | ||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 8.442 | -81,75 | 3.687 | -83,66 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 2.559 | -13,52 | 1.118 | -22,59 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 701 | -2,64 | 306 | -12,32 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 1.587 | -5,25 | 693 | -15,18 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 3.185 | -1,33 | 1.391 | -11,63 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 593.629 | 16,44 | 259.291 | 4,25 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 662 | 0,00 | 294 | -8,98 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 768 | 335 | ||||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 356.081 | -0,86 | 155.532 | -11,24 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 765 | 3,10 | 334 | -7,48 | ||||
| 2026-05-04 | 13F | Ktf Investments, Llc | 11.020 | -8,62 | 4.813 | -18,19 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 931 | 24,80 | 407 | 11,54 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 5.322 | 100,75 | 2.325 | 79,74 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 811 | 21,23 | 354 | 8,59 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 166.095 | 17,20 | 72.549 | 4,93 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 1.777 | -1,88 | 776 | -12,12 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 953 | 465 | ||||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 582 | 285 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 1.061 | 0,38 | 463 | -10,10 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 2.003 | -22,45 | 875 | -30,63 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Grove Bank & Trust | 100 | 0,00 | 44 | -10,42 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 46.759 | 19,62 | 20.424 | 7,09 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 22.987 | 4,09 | 10.041 | -6,80 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 4.182 | -30,20 | 1.827 | -37,51 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 219.072 | 16,00 | 95.689 | 3,86 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 4.080 | 0,00 | 297 | -85,08 | ||||
| 2026-05-12 | 13F | Goodwin Investment Advisory | 3.093 | -17,67 | 1.351 | -26,31 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 1.199 | 41,22 | 524 | 26,33 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 81 | 0,00 | 35 | -10,26 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 83.913 | 36,24 | 36.652 | 21,97 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 3.962 | -2,22 | 1.730 | -12,45 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 5.601 | -2,61 | 408 | -85,61 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 1.499 | -0,79 | 655 | -11,26 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 1.715 | 19,18 | 749 | 6,70 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 612 | -10,13 | 267 | -19,34 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 29.467 | 89,60 | 12.871 | 69,74 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 1.165 | 0,00 | 509 | -10,56 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 18.906 | -0,36 | 8 | -11,11 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 8.221 | -3,09 | 3.591 | -13,24 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 2.487 | -2,16 | 1.213 | -0,49 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 12.904 | 8,31 | 5.636 | -3,03 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 148.047 | 1.983,41 | 64.666 | 1.765,70 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 30.422 | 1,26 | 13.288 | -9,34 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 805 | 0,00 | 351 | -10,46 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 112.511 | 570,55 | 9.170 | 12,02 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 15.503 | -1,94 | 7.390 | -5,09 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 25.768 | 9,41 | 11.255 | -2,04 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 1.825 | -67,41 | 797 | -70,83 | ||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 88 | 0,00 | 38 | -9,52 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 620 | -4,76 | 271 | -14,51 | ||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 1.449 | -48,89 | 633 | -54,30 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 76 | 33 | ||||||
| 2026-05-13 | 13F | Kimelman & Baird, LLC | 261 | 0,00 | 114 | -10,24 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 618 | 0,00 | 270 | -10,63 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 47.721 | 2,15 | 20.844 | -8,54 | ||||
| 2026-05-08 | 13F | Highview Capital Management LLC/DE/ | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 2.391 | -9,84 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 171 | 0,00 | 75 | -10,84 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 4.103 | 92,90 | 1.792 | 72,81 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 2.446 | -6,03 | 1.068 | -15,84 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 5.957 | -1,00 | 2.602 | -11,38 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 807 | 0,00 | 352 | -10,43 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 11.962 | -0,72 | 5.225 | -11,13 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 2.617 | 1.143 | ||||||
| 2026-05-05 | 13F | Advantage Trust Co | 51.750 | 2,84 | 22.604 | -7,93 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 41.596 | 5,82 | 18.169 | -5,26 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 3.971 | -12,73 | 1.735 | -21,86 | ||||
| 2026-02-11 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 138.062 | 3,15 | 60.304 | -7,65 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 3.362 | 0,00 | 1.468 | -10,49 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 163 | 0,00 | 71 | -10,13 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 7.967 | 5,51 | 3.480 | -5,54 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 1.328 | 5,06 | 580 | -6,46 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 934 | 0,00 | 427 | -6,37 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 1.162 | -30,38 | 508 | -37,71 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 19.754 | -44,33 | 8.628 | -50,16 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3.916 | 0,10 | 1.711 | -10,38 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 2.005 | -18,89 | 876 | -27,39 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 718 | -3,23 | 314 | -13,30 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 1.193 | -29,07 | 521 | -36,46 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 674 | -20,14 | 295 | -28,47 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 934 | 0,00 | 408 | -10,35 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 3.797 | 1.658 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 336.299 | 146.892 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 154.218 | -3,51 | 67.361 | -13,62 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 734 | 321 | ||||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 2.968 | 0,71 | 1.297 | -9,81 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 1.643 | -6,49 | 718 | -16,34 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 4.500 | -3,04 | 1.987 | -12,20 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 58.677 | 17,75 | 25.629 | 5,42 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 33.966 | 6,79 | 14.836 | -4,39 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 538 | 0,00 | 235 | -10,69 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 886 | 0,00 | 387 | -10,42 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 13.829 | 7,40 | 6.040 | -3,84 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 14.599 | 0,01 | 6.377 | -10,46 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 23.771 | 4,77 | 10.383 | -6,19 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 2.002 | -2,63 | 874 | -12,86 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 22.299 | 13,68 | 9.740 | 1,78 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 748 | -2,48 | 327 | -12,83 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 732 | 0,00 | 357 | 1,71 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 4.968 | -0,20 | 2.170 | -10,67 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 9.186 | 9,58 | 4.012 | -1,88 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 20 | 0,00 | 9 | -11,11 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 385 | 0,00 | 168 | -10,64 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 34.067 | -0,95 | 14.880 | -11,32 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 1.731 | -0,97 | 756 | -11,27 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 2.198.247 | -1,89 | 960.172 | -12,16 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 8.043 | 2,54 | 3.513 | -8,18 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 3.550 | -0,25 | 1.551 | -10,71 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 54.118 | 464,49 | 4.520 | -2,10 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 1.981 | 0,56 | 865 | -9,99 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 4.166 | 0,53 | 1.820 | -10,00 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 6.811 | -49,08 | 2.975 | -54,43 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 24.008 | 3,38 | 10.486 | -7,45 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 488 | 0,00 | 213 | -10,50 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 3.144 | -4,78 | 1.534 | -3,16 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 100 | 0,00 | 44 | -10,42 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 4.472 | -1,06 | 1.953 | -11,43 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 941 | 0,11 | 411 | -10,26 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 442 | 0,00 | 195 | -9,30 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 648 | -1,52 | 283 | -11,56 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 14.527 | 15,79 | 6.345 | 3,68 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 877 | 0,00 | 383 | -10,30 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 904.369 | 508,39 | 75.081 | 4,46 | ||||
| 2026-03-09 | 13F | EMC Capital Management | 32.079 | -24,91 | 16 | -25,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 58.387 | 3,58 | 25.503 | -7,27 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 1.067 | 10,23 | 466 | -1,27 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 18.216 | -4,59 | 7.957 | -14,58 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 2.214 | 0,00 | 967 | -10,46 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1.157 | -23,53 | 505 | -31,57 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 11.688 | -3,55 | 5.105 | -13,64 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 2.158 | 0,00 | 943 | -10,46 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 1.618 | -1,46 | 707 | -11,75 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 71.719 | 0,99 | 31 | -8,82 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 3.926 | 3,42 | 1.715 | -7,40 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 84.593 | 204,36 | 36.949 | 172,51 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 711 | 347 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 2.202 | -2,44 | 962 | -12,72 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 89.359 | 0,00 | 39.031 | -10,47 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 17.204 | 19,92 | 7.596 | 8,53 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 853 | 9,92 | 373 | -1,58 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 133.001 | -1,58 | 58.093 | -11,88 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.651.530 | -3,52 | 805.716 | 98.038,25 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 623 | -89,43 | 272 | -90,58 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 5.221 | -1,43 | 2.280 | -7,88 | ||||
| 2026-04-28 | 13F | Dividend Asset Capital, Llc | 878 | 0,00 | 384 | -10,51 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Encompass More Asset Management | 542 | -3,04 | 237 | -13,24 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 1.268 | 0,00 | 554 | -10,52 | ||||
| 2026-04-16 | 13F | jvl associates llc | 1.394 | 0,00 | 609 | -10,44 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 1.706 | 13,51 | 745 | 1,64 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 1.234 | 0,57 | 539 | -10,03 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 24.770 | 2,34 | 10.819 | -8,37 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 547 | 239 | ||||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 1.277 | 558 | ||||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 31.152 | 4,96 | 13.607 | -6,03 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4.306 | 3,14 | 1.881 | -7,66 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 102.325 | -2,71 | 44.695 | -12,89 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 1.820 | 0,22 | 795 | -10,38 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 6.913 | 17,11 | 3.020 | 4,86 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 899 | -46,68 | 393 | -52,31 | ||||
| 2026-04-07 | 13F | InvesTrust | 2.055 | 0,88 | 898 | -9,67 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 6.318 | 1,80 | 2.760 | -8,85 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 5.239 | 7,67 | 2.289 | -3,62 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 187.820 | -35,78 | 82.038 | -42,50 | ||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 2.100 | 0,00 | 917 | -10,45 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 1.308 | 0,08 | 572 | -10,36 | ||||
| 2026-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 3.909 | -1,83 | 1.707 | -12,10 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 50.004 | 5,21 | 21.841 | -5,84 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 3.080 | 3,88 | 1.345 | -6,98 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 1.223 | 0,08 | 534 | -10,40 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 8.360 | -3,63 | 3.652 | -13,73 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 313 | 0,00 | 137 | -10,53 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 2.709 | -0,88 | 1.183 | -10,45 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 873 | 0,00 | 381 | -10,35 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 4.014 | -1,35 | 1.753 | -11,69 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 17 | 0,00 | 8 | -12,50 | ||||
| 2026-04-14 | 13F | M. Kraus & Co | 500 | -6,02 | 218 | -15,83 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 4.152 | 4,30 | 1.814 | -6,64 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 1.350 | 0,07 | 590 | -10,49 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 9.766 | -40,91 | 4.267 | -47,10 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 205.794 | 4,93 | 90.967 | -5,38 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 2.744 | -0,33 | 1.199 | -10,73 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 643 | 0,00 | 281 | -10,54 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 2.016 | 0,00 | 881 | -10,48 | ||||
| 2026-05-12 | 13F | Fairfield, Bush & Co. | 1.068 | 0,00 | 466 | -10,38 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 57.374 | 0,98 | 25.060 | -9,59 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1.940 | 60,73 | 847 | 44,05 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 133.954 | -6,18 | 58.510 | -16,01 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 2.370 | 0,00 | 1.035 | -10,47 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 35.661 | 34,09 | 15.577 | 19,62 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1.151 | 1,50 | 503 | -9,22 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 18.899 | -1,65 | 8.255 | -11,96 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 14.717 | 6.428 | ||||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 6.479 | 7,11 | 2.721 | -7,79 | ||||
| 2026-05-08 | 13F | Princeton Capital Management Llc | 860 | -1,26 | 376 | -11,56 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 912 | -4,60 | 399 | -14,59 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 5.636 | -4,60 | 2.462 | -14,43 | ||||
| 2026-05-11 | 13F | Reliant Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Groupe la Francaise | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Motco | 6.144 | 1,05 | 2.684 | -9,54 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 2 | 1 | ||||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 547 | 0,00 | 239 | -10,15 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 1.141 | 0,26 | 498 | -10,27 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 16.888 | 45,07 | 7.377 | 29,88 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 18.307 | 32,51 | 8.931 | 34,79 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 1.223 | -3,78 | 534 | -13,87 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 2.243 | -1,62 | 980 | -11,96 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 20.993 | -0,23 | 9.170 | -10,68 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 987 | -0,10 | 431 | -10,40 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 896 | 391 | ||||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 339 | -0,88 | 148 | -10,84 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 37.714 | 11,51 | 16.473 | -0,16 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 4.824 | 2,64 | 2.107 | -8,07 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 665 | 324 | ||||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 17.030 | 1,15 | 7.439 | -9,47 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 508 | 222 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 48.779 | 3,64 | 21.306 | -7,21 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 3.815 | -12,04 | 1.666 | -21,23 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 8.856 | -0,14 | 4.321 | 1,60 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 66.671 | -2,72 | 29.121 | -12,90 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 5.926 | -4,00 | 2.588 | -14,05 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 9.794 | 0,32 | 4.278 | -10,20 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 8.342 | 0,74 | 3.644 | -9,80 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 42.177 | -1,00 | 18.423 | -11,36 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 670 | 0,00 | 293 | -10,43 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 1.643 | 3,01 | 718 | -7,72 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 475 | -5,00 | 208 | -15,16 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 1.061 | 463 | ||||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 799 | -26,49 | 349 | -34,34 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 125.802 | 2,05 | 54.949 | -8,63 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 824.223 | 0,77 | 360.012 | -9,78 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 1.059 | 0,00 | 463 | -10,47 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 661 | 0,00 | 289 | -10,56 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 40.561 | 1,72 | 17.717 | -8,93 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 3.009 | -0,82 | 1.314 | -11,22 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 2.785 | 1.216 | ||||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 118.921 | 0,09 | 51.943 | -10,39 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 27.449 | 2,29 | 11.990 | -8,42 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 5.847 | -3,82 | 2.554 | -13,90 | ||||
| 2026-02-12 | 13F | NDVR, Inc. | 591 | 0,00 | 288 | 1,77 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 190.354 | -0,37 | 83.145 | -10,80 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 616 | 269 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 111.378 | 10,28 | 48.649 | -1,26 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 51.851 | 4,74 | 22.648 | -6,22 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 512 | 0,20 | 224 | -10,44 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 750 | 58,56 | 328 | 42,17 | ||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 514 | 0,00 | 225 | -10,40 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 7.406 | 11,28 | 3.235 | -0,34 | ||||
| 2026-02-17 | 13F | Guardian Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 3.788 | 2,54 | 1.654 | -8,21 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.488 | 13,67 | 650 | 1,88 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 32.457 | 2,81 | 14.177 | -7,95 | ||||
| 2026-04-23 | 13F | Grand Central Investment Group | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 1.532 | -0,39 | 669 | -10,80 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 21.783 | -18,37 | 9.515 | -26,92 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 108.120 | 2,23 | 47.226 | -8,47 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 2.008 | -14,63 | 877 | -23,54 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 259 | 0,00 | 113 | -10,32 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 636 | 15,22 | 278 | 2,97 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 938 | -9,46 | 410 | -19,01 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 1.251 | 19,60 | 547 | 7,06 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 14.859 | 21,73 | 6.490 | 8,98 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 1.154 | 0,00 | 504 | -10,32 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 81.052 | -1,72 | 35.403 | -12,01 | ||||
| 2026-05-15 | 13F | Seal Cove Capital, LLC | 0 | 0 | ||||||
| 2026-05-14 | 13F | Wind River Trust Co | 19.070 | 0,00 | 8.330 | -10,47 | ||||
| 2026-04-29 | 13F | FIDELIS iM, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 129.986 | 502,37 | 10.959 | 4,10 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 40.439 | 6,95 | 17.663 | -4,24 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 490 | -1,61 | 214 | -11,93 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 6.220 | -0,38 | 2.717 | -10,83 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 1.202 | 0,00 | 525 | -10,58 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 101.872 | 2,22 | 44.497 | -8,48 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 62.028 | -59,06 | 27.093 | -63,35 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 2.386 | -1,20 | 1.042 | -11,54 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 3.979 | -1,00 | 1.738 | -11,38 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 2.515 | -1,87 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 553 | -14,79 | 242 | -23,73 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 2.669 | 0,07 | 1.166 | -10,38 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 3.716 | -81,69 | 1.571 | -84,14 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 6.201 | 0,55 | 2.709 | -9,97 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 2.984 | -1,65 | 1.303 | -11,96 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 606 | -31,14 | 265 | -38,46 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 1.428 | 0,99 | 624 | -9,58 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 51.781 | -5,35 | 22.617 | -15,25 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 1.115 | 3,53 | 487 | -7,24 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 90 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 620 | 0,00 | 271 | -10,60 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 620 | 271 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1.566 | -3,51 | 684 | -13,53 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 528 | 5,18 | 231 | -5,74 | ||||
| 2026-05-01 | 13F | United Bank | 753 | 0,00 | 329 | -10,63 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 261 | 3,98 | 122 | -0,81 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 1.095 | 43,51 | 478 | 28,49 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 1.223 | 4,17 | 534 | -6,64 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 6.427 | -11,58 | 2.807 | -20,84 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 1.872 | -6,26 | 818 | -16,12 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 6.350 | 11,78 | 2.774 | 0,07 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 17.813 | -1,17 | 7.781 | -11,51 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 43.615 | -3,26 | 19.051 | -14,06 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 344 | 44,54 | 150 | 29,31 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 32.419 | 2,59 | 14.161 | -8,15 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 9.698 | -0,13 | 4.236 | -10,58 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 2.121 | -4,93 | 926 | -14,89 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 172.205 | 1,88 | 75.217 | -8,78 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 1.072 | -22,26 | 468 | -30,36 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 1.210 | 70,90 | 529 | 53,04 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 140.546 | -0,16 | 61.525 | -10,54 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 5.548 | 4,70 | 2.423 | -6,27 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 3.454 | 43,98 | 1.509 | 28,89 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 1.569.113 | 523,18 | 131.005 | 7,61 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 531 | -1,85 | 232 | -12,17 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 1.254 | -0,71 | 548 | -11,20 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 1.320 | -0,45 | 577 | -10,84 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 15.403 | -12,26 | 6.716 | -21,43 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 852 | -7,59 | 372 | -17,15 | ||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 33.805 | -53,67 | 14.766 | -58,52 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 4.139 | -3,16 | 1.808 | -13,33 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 49.497 | 3,93 | 21.620 | -6,95 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 2.004 | -0,89 | 875 | -11,26 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 922 | -31,45 | 403 | -38,72 | ||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 7.774 | -35,12 | 3.396 | -41,93 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 3.170 | -6,74 | 1.384 | -16,53 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 2.532 | 94,17 | 1.106 | 73,74 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 3.222 | -1,04 | 1.407 | -11,40 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 3.256 | 0,03 | 1.422 | -10,40 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 5.250 | -8,49 | 2.293 | -18,05 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 98.966 | -3,91 | 43.227 | -10,20 | ||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 36.104 | -1,07 | 15.770 | -11,43 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 4.310 | 5,92 | 1.883 | -5,19 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 145 | 3,57 | 63 | -7,35 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1.274.384 | -0,40 | 556.638 | -10,83 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 121.335 | 57,07 | 52.995 | 40,62 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 499 | 0,00 | 218 | -10,29 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 1.912 | 5,93 | 1 | |||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 749 | 1,35 | 327 | -9,17 | ||||
| 2026-04-13 | 13F | Waycross Investment Management Co | 483 | 0,00 | 211 | -10,64 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 97 | -5,83 | 42 | -16,00 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 12.959 | -0,60 | 5.660 | -11,01 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 123 | 0,00 | 54 | -11,67 | ||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Aspiriant, Llc | 12.334 | -4,51 | 5.387 | -14,51 | ||||
| 2026-05-14 | 13F | Botty Investors LLC | 7.220 | 0,00 | 3.154 | -10,48 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 3.442 | -0,29 | 1.503 | -10,75 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 58.824 | -1,19 | 25.694 | -11,53 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 9.606 | -4,51 | 4.686 | -2,88 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 4.361 | 27,74 | 1.905 | 14,35 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 550 | 0,00 | 240 | -10,45 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 74.592 | -74,23 | 32.581 | -76,93 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 6.533 | 2,27 | 2.853 | -8,44 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 106.068 | -0,87 | 46.329 | -11,25 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 6.983 | 2,51 | 3.050 | -8,22 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 4.262 | 1,40 | 1.862 | -9,22 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 652.398 | -17,63 | 234.234 | -39,38 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 15.861 | 30,05 | 7.703 | 32,38 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 1.189 | 0,00 | 1 | |||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 17.096 | -1,48 | 7.467 | -11,79 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 7.592 | 4,06 | 3.316 | -6,83 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 20.983 | -2,19 | 9.198 | -12,38 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 35.794 | -0,38 | 15.635 | -10,81 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 3.455 | 2,07 | 1.509 | -8,66 | ||||
| 2026-05-13 | 13F | Laffer Investments | 1.090 | 0,00 | 476 | -10,36 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 9.538 | 0,27 | 4.166 | -7,34 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 16.169 | 0,40 | 7.062 | -10,11 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 56.721 | 0,37 | 24.775 | -10,13 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 313 | 0,00 | 137 | -10,53 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Balentine LLC | 312.246 | -80,37 | 136.386 | -82,43 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 1.929 | 0,00 | 843 | -10,52 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 653 | 9,56 | 285 | -1,72 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 50 | 0,00 | 22 | -12,50 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 1.735 | -9,73 | 758 | -19,10 | ||||
| 2026-05-08 | 13F | ROSS\JOHNSON & Associates LLC | 36 | -2,70 | 16 | -16,67 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 16.669 | -2,22 | 7.281 | -12,47 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 506 | -19,68 | 221 | -28,01 | ||||
| 2026-04-09 | 13F | Red Spruce Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Sentinus, LLC | 569 | -4,37 | 249 | -14,48 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 2.913 | -1,65 | 1.272 | -11,97 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 7.290 | -1,06 | 3.184 | -11,41 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1.459 | 24,06 | 637 | 11,17 | ||||
| 2026-02-19 | 13F | Evansbrook LLC | 437 | 213 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 5.527 | 3,64 | 2.414 | -7,19 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 10.195 | -3,43 | 4.453 | -13,53 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 4.948 | -24,23 | 2.161 | -32,15 | ||||
| 2026-05-04 | 13F | MTC Wealth Management LLC | 24.543 | 41,92 | 10.720 | 27,07 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 882 | -0,11 | 385 | -10,47 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 6.380 | 35,60 | 2.787 | 21,39 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 2.038 | -2,44 | 890 | -12,66 | ||||
| 2026-05-05 | 13F | PFG Advisors | 97.643 | -17,07 | 42.649 | -25,75 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 12.916 | -27,96 | 940 | -89,25 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 3.935 | -0,23 | 1.719 | -10,66 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 25.801 | 2,73 | 11.270 | -8,02 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 10.158 | 836 | ||||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 1.444 | -3,35 | 631 | -13,46 | ||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 7.912 | -1,25 | 3.456 | -11,59 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 4.692 | 2,69 | 2.050 | -8,08 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 11.233 | -22,26 | 4.906 | -30,40 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 1.978 | 0,00 | 864 | -10,28 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 6.810 | 0,16 | 2.975 | -10,31 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 795 | -9,25 | 347 | -18,74 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 12.352 | -10,87 | 5.395 | -20,20 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4.379 | -3,27 | 1.913 | -13,41 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 128 | 0,00 | 56 | -11,29 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 7.557 | 363,62 | 623 | -22,03 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 1.730 | 3,97 | 756 | -6,91 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 139.625 | 0,86 | 60.987 | -9,69 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 173.070 | 0,64 | 75.595 | -9,89 | ||||
| 2026-05-12 | 13F | Taylor Hoffman Capital Management LLC | 3.924 | -6,77 | 1.714 | -16,56 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | American Trust | 138.889 | 27,59 | 60.666 | 14,23 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 3.075 | 9,78 | 1.343 | -1,76 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 11.379 | 19,44 | 4.970 | 6,95 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 1.578 | 0,13 | 689 | -10,29 | ||||
| 2026-05-01 | 13F | Arlington Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 12.280 | 8,37 | 5.364 | -2,98 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 1.663 | -0,83 | 726 | -11,25 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 64 | 0,00 | 28 | -12,90 | ||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 3.569 | -0,39 | 1.559 | -10,87 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Causey Wealth LLC | 11.396 | -1,32 | 4.977 | -11,66 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 1.270 | -3,05 | 555 | -13,30 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1.661 | 15,83 | 726 | 3,72 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 10.108 | -0,05 | 4.415 | -10,52 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 5.235 | 6,84 | 2.287 | -4,35 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 38.655 | 0,81 | 16.884 | -9,74 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 9.309 | -1,52 | 4.066 | -11,84 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 7.990 | 4,23 | 3.490 | -6,68 | ||||
| 2026-04-30 | 13F | Rockline Wealth Management, LLC | 1.279 | 84,83 | 559 | 65,58 | ||||
| 2026-01-16 | 13F | Wealth Advisors Northwest LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 1.852 | 3,35 | 809 | -7,55 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 159.565 | 1,66 | 69.696 | -8,98 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 39.095 | 2,95 | 17.076 | -7,83 | ||||
| 2026-05-08 | 13F | Maple Capital Management, Inc. | 721 | 0,00 | 315 | -10,54 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1.584 | -2,16 | 692 | -12,42 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 286 | 125 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 39.439 | 1,74 | 17.227 | -8,91 | ||||
| 2026-01-21 | 13F | Carolina Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 11.925 | 107,72 | 2.489 | -11,14 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 5.649 | 3,86 | 2.467 | -7,01 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.947.496 | 8,62 | 817.969 | -6,49 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 12 | 0,00 | 5 | 0,00 | ||||
| 2026-05-06 | 13F | Eq Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 539 | -8,80 | 236 | -18,40 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 8.735 | -11,91 | 3.815 | -21,13 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 186 | 81 | ||||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 56 | 0,00 | 27 | 8,33 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 1.015 | 1,40 | 443 | -9,22 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 23.775 | -2,23 | 10.385 | -12,47 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 31.421 | 9,73 | 13.725 | -1,76 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 4.097 | 1.790 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 4 | -60,00 | 2 | -75,00 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 61.944 | 21,94 | 27.056 | 9,18 | ||||
| 2026-01-21 | 13F | Naviter Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 1.440 | 3,37 | 629 | -7,51 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 8.772 | -1,27 | 3.832 | -11,61 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 76.644 | 1,06 | 33.477 | -9,51 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 3.691 | 8,72 | 1.612 | -2,66 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 91.185 | 2,84 | 39.829 | -7,93 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 25 | 0,00 | 11 | -16,67 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 561 | -4,75 | 245 | -14,63 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 1.608 | 0,00 | 702 | -10,46 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 2.385 | 5,30 | 1.061 | -4,16 | ||||
| 2026-05-01 | 13F | Avion Wealth | 25.954 | 11,33 | 11 | 0,00 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 480 | 210 | ||||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 46.260 | 3,86 | 20.206 | -7,01 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 2.975 | 1,29 | 1.299 | -9,29 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 10.559 | -13,37 | 5 | -20,00 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 14.192 | 26,84 | 6.199 | 13,56 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 19.002 | 71,36 | 8.300 | 54,29 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 125 | -15,54 | 55 | -25,00 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 3.060 | 113,54 | 1.346 | 91,47 | ||||
| 2026-05-06 | 13F | Bonfire Financial | 17.295 | -3,66 | 7.554 | -13,75 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 8 | 0,00 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 2.708 | -23,68 | 1.183 | -31,62 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Security National Bank | 469 | -9,11 | 205 | -18,73 | ||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | First Manhattan Co | 3.789 | 1,28 | 1.655 | -9,37 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 67.500 | 30,56 | 29.483 | 16,89 | |||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 19.691 | -1,75 | 9.607 | -0,15 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 6.117 | 385,86 | 2.672 | 335,02 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 27.164 | 6,37 | 12 | -8,33 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 8.183 | -24,95 | 3.574 | -32,81 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 80.600 | 201,87 | 35.205 | 170,29 | |||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 12.647 | -2,27 | 5.524 | -12,50 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 65.839 | 2,15 | 28.697 | -8,74 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 823 | 0,00 | 359 | -10,47 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 38.194 | -5,88 | 16.683 | -15,73 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 12.916 | 1,87 | 5.642 | -8,80 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 18.037 | 1,74 | 7.878 | -8,90 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 3.474 | 1,88 | 1.517 | -8,78 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 38.613 | -1,12 | 16.866 | -11,47 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 82.239 | 1,96 | 35.921 | -8,71 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 1.761 | -0,40 | 769 | -10,90 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 28.332 | 2,29 | 12.375 | -8,42 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 10.500 | 4.586 | ||||||
| 2026-05-14 | 13F | Rodgers Brothers Inc. | 1.237 | -0,80 | 540 | -11,18 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 592 | 3,86 | 259 | -7,19 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 1.699 | -9,92 | 742 | -19,35 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 1.343 | 35,52 | 587 | 21,33 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 14.045 | -2,42 | 6.135 | -12,65 | ||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 1.107 | -7,75 | 484 | -17,44 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4.860 | 5,72 | 2.123 | -5,35 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 32.420 | -0,76 | 14.161 | -11,15 | ||||
| 2026-04-20 | 13F | Eagle Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.590 | 4,44 | 1.131 | -6,45 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 6.466 | -6,52 | 2.824 | -16,30 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 17.161 | 2,49 | 7.496 | -8,23 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 1.087 | -1,18 | 475 | -11,57 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 345.470 | 11,71 | 150.898 | 0,01 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 951 | 0,00 | 415 | -10,37 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 4.177 | 18,23 | 1.824 | 5,86 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Invst, LLC | 1.025 | -85,11 | 448 | -86,69 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 703 | -0,85 | 307 | -11,30 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 616 | 0,00 | 269 | -10,33 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 1.126 | -0,18 | 492 | -10,73 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 1.726 | -11,40 | 754 | -20,74 | ||||
| 2026-05-07 | 13F | Nordwand Advisors, LLC | 2.400 | 0,00 | 1.048 | -10,43 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 6.540 | 575,62 | 545 | 15,25 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 8.850 | 0,28 | 3.866 | -10,22 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 42.177 | 4,16 | 18.422 | -6,74 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 8.212 | 240,32 | 3.587 | 204,67 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 1.056 | 0,00 | 461 | -10,49 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 1.916 | -2,19 | 837 | -12,46 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 95.811 | -5,30 | 41.849 | -15,21 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 72 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 90.337 | 4,81 | 39.458 | -6,16 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 6.952 | 467,51 | 604 | 12,50 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 5.129 | -0,25 | 2.240 | -10,69 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 811 | -30,45 | 354 | -37,68 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 1.148 | 0,17 | 501 | -10,38 | ||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 1.648 | 0,00 | 720 | -10,46 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 3.891 | 0,08 | 1.700 | -10,39 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 662 | 16,75 | 289 | 4,71 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 2.872 | 2,32 | 1.254 | -8,40 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 139.449 | 23,26 | 60.910 | 10,36 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 14.884 | 0,30 | 6.501 | -10,19 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 2.341 | -4,64 | 1.023 | -14,62 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 75 | 0,00 | 33 | -11,11 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 33.666 | 7,53 | 14.705 | -3,73 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 32.708 | 509,77 | 2.715 | 3,71 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4.483 | 0,27 | 1.958 | -10,27 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 152 | 0,00 | 66 | -10,81 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 839 | -57,35 | 366 | -61,84 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 119.316 | 0,00 | 58.209 | 0,00 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 272.288 | 3,87 | 118.933 | -7,01 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 477 | 208 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 18.844 | -1,36 | 8.231 | -11,69 | ||||
| 2026-05-12 | 13F | Creative Planning | 360.936 | -4,83 | 157.653 | -14,80 | ||||
| 2026-04-16 | 13F | Baugh & Associates, LLC | 663 | 290 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 3.153 | 629,86 | 1.377 | 555,71 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 29.910 | -9,93 | 13.064 | -19,36 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 158 | -0,63 | 69 | -10,39 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 14.925 | 0,50 | 6.519 | -10,02 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 5.090 | -19,00 | 2.223 | -27,47 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 65.142 | 5,12 | 28.454 | -5,89 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 3.643 | 0,00 | 1.591 | -10,47 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 2.686 | -12,71 | 1.173 | -21,85 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 15.378 | -8,71 | 6.717 | -18,26 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 20.977 | 10,23 | 9.162 | -1,30 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 94.439 | -1,00 | 41.250 | -11,36 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 792 | -2,70 | 346 | -13,10 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 2.850 | 1,53 | 1.245 | -9,13 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 40.942 | -1,14 | 17.883 | -11,49 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 4.163 | 149,13 | 1.818 | 123,07 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 1.919 | -7,12 | 838 | -16,78 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 1.084 | 0,00 | 473 | -10,42 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 183.782 | 4,97 | 89.410 | 3,68 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 1.705 | -6,58 | 745 | -16,40 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 1.011 | 5,42 | 441 | -5,57 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18.299 | 57,57 | 7.993 | 41,08 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 7.703 | -2,54 | 3.365 | -12,76 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 4.866 | 2.125 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cvfg Llc | 1.547 | 676 | ||||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 830 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 601 | 0,00 | 262 | -10,58 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 11.110 | -1,42 | 4.853 | -11,73 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 496 | -10,31 | 217 | -19,70 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 2.559 | -1,88 | 1.118 | -12,19 | ||||
| 2026-05-06 | 13F | Kitching Partners, Llc | 1.371 | -15,63 | 599 | -24,37 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 603 | 9,04 | 263 | -1,13 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 3.640 | 1,42 | 1.590 | -9,20 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 852 | 0,12 | 372 | -10,36 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 17.076 | -0,39 | 7.459 | -10,82 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 1.830 | 7,21 | 799 | -3,97 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 508 | -61,72 | 222 | -10,53 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 2.340 | -14,16 | 1.022 | -23,10 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 2.568 | 0,94 | 1.122 | -9,67 | ||||
| 2026-05-15 | 13F | Wealth Analytics Partners, LLC | 106.630 | -0,97 | 46.575 | -11,33 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 535 | 0,00 | 234 | -10,73 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 2.006 | 0,10 | 876 | -10,34 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 5.783 | 0,09 | 2.526 | -10,40 | ||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 933 | 12,27 | 0 | |||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 330 | 144 | ||||||
| 2026-05-13 | 13F | Corsicana & Co. | 254 | -8,30 | 94 | -30,37 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.868 | -4,94 | 816 | -14,93 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 18.761 | -19,64 | 8.195 | -28,05 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 906 | 5,47 | 396 | -5,73 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 4.755 | 2,61 | 2.077 | -8,14 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 1.859 | -28,36 | 812 | -35,81 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 1.480 | 646 | ||||||
| 2026-04-13 | 13F | Trust Co | 136.214 | 2,97 | 59.497 | -7,81 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.772 | 4,17 | 774 | -6,75 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 6.957 | -0,44 | 3.039 | -10,88 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 1.348 | 0,00 | 589 | -10,50 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 395 | 0,00 | 173 | -10,42 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 1.769 | 0,00 | 773 | -10,54 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 2.961 | 0,00 | 1.293 | -10,46 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 12.600 | -6,41 | 5.504 | -16,21 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 33.367 | 0,28 | 14.575 | -10,21 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 23.347 | -3,25 | 11.390 | -1,59 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 123 | 0,00 | 54 | -11,67 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 1.857 | 0,00 | 811 | -10,39 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 631 | 3,61 | 276 | -7,41 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 5.384 | -2,43 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 697 | 0,00 | 304 | -10,32 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 424 | -98,52 | 185 | -98,68 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Sensible Money, LLC | 486 | 0,00 | 212 | -10,55 | ||||
| 2026-04-14 | 13F | Cox Capital Mgt LLC | 2.078 | 908 | ||||||
| 2026-05-15 | 13F | Lumbard & Kellner, LLC | 600 | 0,00 | 262 | -10,27 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 10.056 | 11,31 | 4.392 | -0,36 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 15.913 | 1,82 | 6.951 | -8,84 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 407 | 35,67 | 178 | 21,23 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1.278 | 280,36 | 105 | -33,54 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 96.782 | -0,32 | 42.273 | -10,75 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 14.901 | -3,17 | 6.508 | -13,31 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 346.312 | -0,21 | 151.266 | -10,65 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 57.861 | -0,70 | 25.273 | -11,10 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 18.656 | 6,12 | 8.149 | -4,99 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2.216 | 13,12 | 968 | 1,36 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 1.443 | 0,07 | 630 | -10,38 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 733 | -25,13 | 320 | -32,91 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 31.107 | -2,21 | 15.176 | -0,53 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6.509 | -1,14 | 2.843 | -11,49 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 65.882 | 12,90 | 29.091 | 2,18 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 1.099 | 480 | ||||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 669 | 0,00 | 292 | -10,43 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 4.021 | 500,15 | 336 | 5,68 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 200 | 87 | ||||||
| 2026-05-27 | 13F | Tenret Co LLC | 47.022 | 4,62 | 20.539 | -6,33 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 80.808 | 5,46 | 35.296 | -5,58 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 1.105 | 0,00 | 483 | -10,58 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 3.450 | -38,48 | 1.507 | -44,94 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 454 | -6,58 | 221 | -5,15 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 1.093 | 0,00 | 477 | -10,51 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 10.751 | -6,31 | 4.696 | -16,13 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 48.026 | 0,58 | 20.977 | -9,95 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 582 | 0,00 | 254 | -10,25 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 10.799 | -3,25 | 4.717 | -13,37 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 92.133 | 3,14 | 40.243 | -7,66 | ||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 794 | -9,67 | 347 | -19,11 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Andrew Hill Investment Advisors, Inc. | 616 | 0,00 | 269 | -10,33 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 5.683 | 6,11 | 2.482 | -4,98 | ||||
| 2026-02-09 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 814 | -56,00 | 356 | -60,64 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 3.484 | 1.522 | ||||||
| 2026-05-12 | 13F | Athena Investment Management | 3.843 | 7,77 | 1.679 | -3,51 | ||||
| 2026-05-07 | 13F | NWK Group, Inc. | 17 | 0,00 | 7 | -12,50 | ||||
| 2026-04-28 | 13F | Titan Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Zacks Investment Management | 2.628 | 0,11 | 1.148 | -10,38 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 1.733 | 0,00 | 757 | -12,50 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 49.376 | -0,71 | 21.567 | -11,11 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 55.174 | 35,93 | 24.100 | 21,70 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 52 | 0,00 | 25 | 0,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 18.166 | 14,97 | 7.935 | 2,93 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 2.416 | 0,21 | 1.055 | -10,29 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 173.915 | 75.964 | ||||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 3.706 | 1,76 | 1.619 | -8,90 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 8.225 | -70,91 | 3.593 | -73,96 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 855 | -25,97 | 374 | -33,75 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 1.556 | 759 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 23.156 | -4,40 | 10.114 | -14,41 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 46.591 | 4,91 | 20.350 | -6,07 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 18.583 | 2,80 | 8.117 | -7,97 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17.608 | 41,57 | 8.552 | 40,94 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 34.761 | -4,03 | 15.183 | -14,07 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.285.943 | -0,03 | 998.477 | -10,49 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 17.797 | 0,00 | 7.774 | -10,47 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 12.005 | -1,57 | 5.312 | -10,66 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 79.321 | 0,15 | 34.647 | -10,34 | ||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 1.883 | -16,12 | 822 | -24,93 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 2.068 | -40,61 | 918 | -45,97 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 536 | 0,56 | 234 | -10,00 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 2.060 | 16,65 | 1.005 | 18,54 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | David J Yvars Group | 547 | 0,00 | 239 | -10,53 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 5.208 | -0,02 | 2.275 | -10,51 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 9.561 | -20,69 | 4.176 | -28,99 | ||||
| 2026-05-14 | 13F | Cito Capital Group, LLC | 628 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 1.655 | 4,28 | 723 | -6,72 | ||||
| 2026-04-20 | 13F | Kearns & Associates LLC | 4.267 | 0,00 | 1.864 | -10,43 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 693 | 0,00 | 303 | -10,65 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 65.117 | 788,61 | 28.442 | 695,58 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 955 | 30,46 | 417 | 16,81 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 274 | -10,46 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 9 | -94,12 | 4 | -95,95 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 10.118 | 41,95 | 4.419 | 27,09 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 2.574 | -3,99 | 1.124 | -14,00 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 93.054 | 1,75 | 40.645 | -8,90 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 6.550 | 3,48 | 2.861 | -7,35 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 2.617 | 0,11 | 1.143 | -10,35 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 62.106 | 5,16 | 27.127 | -5,84 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 710 | -0,56 | 310 | -10,92 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 2.252 | 174,97 | 984 | 146,37 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 47.563 | 16,60 | 20.775 | 4,39 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 1.344 | 0,15 | 587 | -10,24 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 248.021 | 3,25 | 108.333 | -7,56 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1.781 | -10,05 | 778 | -19,48 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 7.881 | -8,24 | 3.442 | -17,85 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 1.065 | 0,00 | 465 | -10,40 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 30.533 | 4,87 | 13.337 | -6,10 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 276 | -76,81 | 121 | -79,31 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 3.353 | 13,32 | 1.465 | 1,46 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 3.147 | -4,17 | 1.375 | -14,23 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 1.354 | 25,14 | 591 | 14,09 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 7.812 | -5,82 | 3.412 | -15,67 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 12.778 | -2,39 | 5.581 | -12,61 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 2.623 | -0,23 | 1.146 | -10,69 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 11.424 | -50,24 | 9.980 | -10,90 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 8.899 | 0,00 | 4.341 | 1,71 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 11.179 | -38,59 | 4.883 | -45,02 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 140 | 460,00 | 61 | 408,33 | ||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 21.155 | -82,30 | 9.240 | -84,15 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2.815 | 12,38 | 1.229 | 1,32 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 3.427 | 12,92 | 1.497 | 1,08 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 30.792 | 3,11 | 13.450 | -7,68 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 1.868 | 0,76 | 816 | -9,73 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 1.784 | 0,00 | 779 | -10,46 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 60.936 | 2,78 | 26.616 | -7,98 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 500 | 218 | |||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 10.220 | 1,21 | 4.464 | -9,38 | ||||
| 2026-05-05 | 13F | UBS Group AG | 6.068.786 | 8,09 | 2.650.785 | -3,22 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 4.019 | -9,73 | 293 | -86,55 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 348 | 0,00 | 152 | -10,06 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 25.104 | 741,01 | 2.080 | 42,86 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 748 | 0,00 | 327 | -10,44 | ||||
| 2026-05-06 | 13F | Jennison Associates Llc | 11.069 | -9,13 | 4.835 | -18,63 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.323.256 | 0,97 | 577.940 | -9,61 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 5.865 | 0,00 | 2.562 | -10,49 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.634 | 14,19 | 714 | 2,15 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2.006 | 0,00 | 925 | -5,80 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 1.988 | 0,45 | 868 | -10,05 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 24.308 | 2,70 | 10.618 | -8,05 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 2.624 | 22,67 | 1.146 | 9,88 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 5.213 | -1,08 | 2.277 | -11,44 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 3.479 | -42,98 | 1.520 | -48,96 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 8.045 | -0,63 | 3.514 | -11,02 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 7.404 | 0,15 | 3.234 | -10,34 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 164.906 | 21,78 | 72.029 | 9,03 | ||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 1.247 | -0,56 | 551 | -9,98 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 17.159 | 2,00 | 7.495 | -8,68 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 4.327 | 63,16 | 1.890 | 46,09 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 13.277 | -0,66 | 5.862 | -10,09 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 23 | 10 | ||||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 864 | -4,21 | 377 | -14,32 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 15.595 | 6.812 | ||||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 556 | 243 | ||||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 942 | 0,00 | 411 | -10,46 | ||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 836 | 0,00 | 382 | -7,30 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 3.326 | -13,07 | 1.453 | -22,19 | ||||
| 2026-05-04 | 13F | Sentinel Wealth Management, Inc. | 2.689 | 0,00 | 1.175 | -10,45 | ||||
| 2026-05-07 | 13F | Latigo Investments, LLC | 13.526 | -32,96 | 8.812 | -10,47 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 105 | 0,00 | 46 | -11,76 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2.569 | 78,16 | 1.122 | 59,60 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 1.125 | 3,40 | 491 | -7,36 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 677 | 0,00 | 296 | -10,61 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 77.560 | 1,96 | 33.877 | -8,72 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 4.022.942 | 3,52 | 1.754.867 | -7,45 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 26.156 | -64,47 | 11.425 | -68,20 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 596 | 0,00 | 291 | 1,75 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 2.255 | 0,94 | 985 | -9,55 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 9.403 | -5,83 | 4.107 | -15,68 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 7.231 | -28,89 | 3.159 | -36,33 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 2.667 | 1.165 | ||||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Addison Advisors LLC | 35.590 | 2,41 | 15.545 | -8,32 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 76.333 | 7,59 | 33.342 | -3,68 | ||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 200 | 0,00 | 87 | -10,31 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 1.239 | 33,95 | 541 | 19,96 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 3.740 | 0,03 | 1.634 | -10,47 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 13.079 | -0,72 | 5.713 | -11,12 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 698 | 4,49 | 305 | -6,46 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 3.448 | 0,00 | 1.506 | -10,46 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 1.960 | -7,37 | 856 | -17,15 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 1.274 | 11,56 | 557 | 0,00 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 33.364 | 9,25 | 14.573 | -2,19 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 6.624 | -10,20 | 2.893 | -19,59 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 13.821 | 120,92 | 6.037 | 97,77 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 1.384 | -7,49 | 605 | -17,15 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 35.523 | -0,39 | 17.331 | 1,22 | ||||
| 2026-05-15 | 13F | Fenimore Asset Management Inc | 6.581 | 0,00 | 2.875 | -10,47 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 4.666 | 1,99 | 2.038 | -8,70 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 104.728 | 3,29 | 46.244 | -6,51 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 2.236 | 0,27 | 977 | -10,21 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.994 | 7,93 | 1.308 | -3,40 | ||||
| 2026-05-11 | 13F | Commerce Bank | 79.085 | 30,43 | 34.544 | 16,78 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 1.325 | -0,60 | 579 | -11,08 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 844.309 | 8,55 | 61 | -62,35 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 3.813 | -2,85 | 1.665 | -13,01 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 9.178 | -16,65 | 4.009 | -25,39 | ||||
| 2026-04-23 | 13F | Element Squared LLC | 4.724 | 1,99 | 2.064 | -8,72 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 4.319 | 207,84 | 1.889 | 176,17 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 14.894 | 2,74 | 6.506 | -8,02 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 192.097 | 1,41 | 93.716 | 3,16 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4.940 | 1,21 | 2.158 | -9,37 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 40.603 | 17.735 | ||||||
| 2026-04-14 | 13F | Clean Yield Group | 293 | -14,58 | 128 | -23,95 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 879 | 3,41 | 384 | -7,49 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 49.193 | 0,00 | 21.487 | -10,47 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 566 | 247 | ||||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 1.150 | 0,00 | 502 | -10,52 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 27.852 | 9,24 | 12.166 | -2,19 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 7.241 | -17,29 | 3.163 | -25,97 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 1.028 | 0,00 | 449 | -10,38 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 14.941 | 10,36 | 6.526 | -1,21 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 632.054 | 10,05 | 276.075 | -1,47 | ||||
| 2026-05-14 | 13F | Provida Pension Fund Administrator | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 6.596 | 132,34 | 2.881 | 108,01 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 26.797 | -2,32 | 11.705 | -12,55 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 582 | 0,00 | 254 | -10,25 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 3.188 | 36,65 | 1.392 | 22,32 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 1.013 | 132,87 | 442 | 108,49 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 131.782 | 3,67 | 57.561 | -7,19 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 3.144 | -15,55 | 1.373 | -24,39 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 736 | -60,19 | 321 | -62,93 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 13.654 | 112,02 | 5.964 | 88,05 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 25.134 | -9,40 | 10.978 | -18,89 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 408 | 0,00 | 178 | -10,10 | ||||
| 2026-04-10 | 13F | Novem Group | 37.927 | 1,34 | 16.566 | -9,27 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 79.462 | 8,58 | 34.708 | -2,78 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 111.641 | 151,40 | 48.764 | 125,08 | ||||
| 2026-05-11 | 13F | Chase Investment Counsel Corp | 1.200 | 0,00 | 1 | |||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 252 | -19,75 | 110 | -28,10 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 33.319 | 14,68 | 14.553 | 2,67 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 2.354 | 0,26 | 1.028 | -10,22 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 19.025 | 4,83 | 8.310 | -6,14 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 949 | 4,98 | 414 | -5,91 | ||||
| 2026-05-29 | 13F | Krane Financial Solutions LLC | 16.095 | 7.030 | ||||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 31.720 | 3,45 | 13.855 | -7,38 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 2.760 | -23,67 | 1.205 | -31,65 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 34.238 | -0,68 | 15.134 | -10,11 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 509 | 0,00 | 222 | -10,48 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 35.962 | -10,80 | 15.708 | -20,14 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 3.775 | 5,59 | 1.649 | -5,50 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 41.589 | 0,78 | 18.166 | -9,77 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 8.924 | -81,76 | 4.354 | -81,45 | ||||
| 2026-05-18 | 13F | Systematic Alpha Investments, LLC | 784.030 | 500,00 | 57.076 | -10,47 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1.939 | -32,86 | 847 | -39,91 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 16.279 | -1,54 | 7.110 | -11,85 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 12.630 | -1,86 | 5.517 | -12,14 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 492 | -65,79 | 215 | -69,47 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 23.124 | 1,61 | 10.100 | -9,03 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 3.827 | 0,24 | 1.700 | -8,41 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 2.044 | -4,08 | 893 | -14,15 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 11.453 | 0,25 | 5.003 | -10,25 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 458 | 200 | ||||||
| 2026-01-15 | 13F | Sollinda Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 272.219 | -11,62 | 118.103 | -21,17 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 10.783 | -1,75 | 4.710 | -12,05 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 11.835 | -6,60 | 5.170 | -16,37 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 6.097 | -4,32 | 2.663 | -14,32 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 4.279 | 1,49 | 1.869 | -9,14 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 351 | 0,00 | 153 | -10,53 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 487 | -12,88 | 213 | -22,06 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 656.256 | 7,50 | 286.646 | -3,75 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 76.443 | 9,14 | 33.390 | -2,29 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 74.409 | 1,21 | 32.501 | -9,39 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 1.073 | 8,60 | 469 | -2,90 | ||||
| 2026-04-10 | 13F | Briaud Financial Planning, Inc | 1.054 | 0,00 | 460 | -10,51 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 1.784 | 0,62 | 779 | -9,94 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 226 | 1 | ||||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 992 | 0,10 | 434 | -10,35 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 93.384 | 2,87 | 40.789 | -7,90 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 9.285 | 0,00 | 4.056 | -10,47 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 1.014 | 0,60 | 483 | -1,02 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 3.257 | -17,27 | 1.423 | -25,94 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 1.366 | 0,00 | 597 | -10,51 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 10.077 | 2,81 | 4.402 | -7,97 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 69.558 | 499,07 | 6.040 | 6,24 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 1.863 | 0,11 | 814 | -10,36 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 3.125 | -8,14 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 3.152 | 32,44 | 1.377 | 18,52 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 151 | 0,00 | 66 | -9,59 | ||||
| 2026-05-13 | 13F | Parker Investment Management, LLC | 598 | 0,00 | 261 | -10,31 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 787 | 6,35 | 344 | -4,99 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 4.191 | -0,31 | 1.831 | -10,73 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 6.071 | 0,08 | 2.652 | -9,24 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 7.590 | 0,00 | 3.315 | -10,45 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 1.180 | -9,16 | 515 | -18,64 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 11.940 | 3,58 | 5.215 | -7,26 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 2.878 | 0,10 | 1.257 | -10,34 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 99.364 | -0,40 | 43.401 | -10,83 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 199.494 | 1,64 | 87.137 | -9,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 35.438 | 0,40 | 15.479 | -10,11 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 2.641 | 3,20 | 1.154 | -7,61 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 1.449 | 3,57 | 633 | -7,33 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 17.041 | 2,37 | 7.582 | -7,28 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8.383 | 12,49 | 3.661 | 0,72 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 9.617 | 5,75 | 4.201 | -5,32 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 46.499 | 0,15 | 20.310 | -10,33 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 518 | 3,19 | 226 | -7,38 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 8.026 | 15,38 | 3.506 | 3,30 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 895 | 0,00 | 391 | -10,55 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 22.297 | 284,83 | 9.812 | 247,17 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 944 | 84,38 | 412 | 65,46 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 982 | 0,00 | 429 | -10,65 | ||||
| 2026-04-28 | 13F | Grange Capital, LLC | 3.052 | -11,61 | 1.333 | -20,84 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 471 | 0,00 | 206 | -10,48 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 525 | 0,00 | 233 | -9,02 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 8.610 | -13,90 | ||||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 6.016 | 69,32 | 2.628 | 51,59 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 2.271 | 760,23 | 191 | 48,06 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 4.178 | 17,33 | 1.825 | 5,01 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 47 | 0,00 | 21 | -13,04 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 716 | 0,00 | 313 | -10,60 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 834 | 0,24 | 364 | -10,59 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 9.083 | -0,33 | 3.967 | -10,19 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 57.840 | -3,00 | 25.264 | -13,15 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 27.726 | 462,74 | 2.302 | -3,92 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 3.797 | 0,00 | 1.658 | -10,48 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 498.438 | 973,23 | 43.145 | 90,42 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 2.019 | 0,00 | 882 | -10,47 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 25.019 | 7,76 | 10.929 | -3,52 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 2.586 | 3,07 | 1.130 | -7,76 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 65.289 | -1,75 | 28.614 | -11,73 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 24.284 | 16,25 | 10.607 | 4,08 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 498 | 24,50 | 218 | 11,28 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 14.888 | 7,82 | 6.503 | -3,47 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 760 | 7,65 | 332 | -3,78 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 4.146 | 22,26 | 1.811 | 9,43 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 98 | 0,00 | 43 | -10,64 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 32.328 | 7,17 | 14.121 | -4,05 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 814 | 65,11 | 356 | 47,92 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 1.280 | -7,98 | 559 | -17,55 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 797 | 0,00 | 348 | -10,57 | ||||
| 2026-04-21 | 13F | Creekside Partners | 971 | -0,41 | 424 | -10,74 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 619 | -6,50 | 270 | -16,41 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2.360 | -15,44 | 1.031 | -24,32 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 110 | 54 | ||||||
| 2026-04-13 | 13F | Advocate Group Llc | 3.654 | 0,14 | 1.596 | -10,34 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 1.787 | 0,34 | 781 | -10,14 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 7.323 | -10,75 | 3.199 | -20,08 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 18.813 | 48,19 | 8.217 | 32,68 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 1.100 | 0,00 | 481 | -10,45 | ||||
| 2026-05-08 | 13F | Palatine Hill Wealth Management, LLC | 543 | -4,74 | 237 | -14,75 | ||||
| 2026-05-12 | 13F | LeConte Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 1.003 | -11,79 | 438 | -20,94 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 53.956 | 22,64 | 22.662 | 4,76 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 4.106 | -6,96 | 1.794 | -16,68 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 1.204 | 0,00 | 526 | -10,56 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 108.645 | -2,97 | 47.455 | -13,12 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 4.415 | -24,02 | 1.929 | -31,99 | ||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 3.803 | -0,26 | 1.661 | -10,70 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 641.405 | 2,61 | 280.159 | -8,13 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 4.200 | -26,97 | 1.835 | -34,62 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 5.129 | 0,23 | 2.240 | -10,26 | ||||
| 2026-05-01 | 13F | Osprey Private Wealth LLC | 1.461 | 0,00 | 638 | -10,39 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 306.658 | -3,22 | 133.945 | -13,35 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 2.095 | 12,03 | 915 | 0,33 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 1.113 | -18,70 | 486 | -27,14 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 65.510 | 5,99 | 28.614 | -5,11 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 1.713 | 0,00 | 748 | -10,42 | ||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 1.201 | 1,69 | 525 | -9,03 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 1.405 | -0,07 | 614 | -10,51 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6.226 | 25,83 | 2.720 | 12,68 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 878 | 0,00 | 384 | -10,51 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 3.600 | -5,96 | 1.572 | -15,80 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8.485.080 | 518,92 | 617.699 | -7,65 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 933 | -0,11 | 408 | -10,55 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 325.657 | 14,45 | 142.244 | 2,47 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 814 | 356 | ||||||
| 2026-05-08 | 13F | Japan Science & Technology Agency | 350.953 | 0,00 | 153.293 | -10,47 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 8.399 | 0,11 | 3.668 | -10,38 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.507 | 0,74 | 658 | -9,74 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 10.880 | 11,77 | 4.752 | 0,08 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 281 | 0,00 | 123 | -10,95 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 12.582 | -49,34 | 5.496 | -54,65 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 623 | -0,64 | 272 | -10,82 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 16.005 | -0,89 | 6.991 | -11,27 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 5.453 | 0,00 | 2.382 | -10,49 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 1.426 | 0,00 | 623 | -10,50 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 523 | -0,38 | 229 | -10,94 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 1.188 | -15,02 | 519 | -23,90 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 111.283 | 533,95 | 9.291 | 8,50 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 1.000 | 0,00 | 384 | 0,00 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 11.590 | -6,03 | 5.063 | -15,87 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 826 | -35,01 | 361 | -15,09 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 182.061 | 497,96 | 15.156 | 1,38 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 24.754 | 5,85 | 10.812 | -5,22 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 22.207 | 0,19 | 9.700 | -10,30 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 917 | -1,08 | 408 | -7,92 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 564 | 246 | ||||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 409.574 | 28,92 | 178.898 | 15,42 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 14.915 | -6,95 | 6.515 | -16,70 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 13 | -67,50 | 5 | -73,68 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 767 | 335 | ||||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 84.373 | 1,58 | 38.907 | -3,99 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 67.546 | 5,46 | 29.503 | -5,58 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 3.665 | 0,55 | 1.601 | -10,01 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 1.244 | -24,51 | 543 | -32,46 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 3.174 | -3,23 | 1.386 | -13,37 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3.651.263 | 5,40 | 1.594.835 | -5,63 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 8.024 | -1,44 | 3.505 | -11,74 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 27.100 | 502,76 | 2.254 | 3,21 | ||||
| 2026-01-29 | 13F | Comerica Bank | 135.476 | 0,97 | 66.093 | 2,71 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1.813 | -24,11 | 792 | -32,10 | ||||
| 2026-04-21 | 13F | AEGON USA Investment Management, LLC | 957 | 0,00 | 418 | -10,30 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 887 | 17,80 | 388 | 5,45 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 3.430 | -31,22 | 1.498 | -38,43 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 21.104 | -0,03 | 9.218 | -10,49 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 935 | 0,97 | 408 | -9,53 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 1.876 | 0,00 | 819 | -10,49 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 2.200 | -1,96 | 961 | -12,25 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 1.257 | 12,03 | 549 | 0,37 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 4.349 | 402,77 | 1.899 | 350,00 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 569 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 3.259 | 20,13 | 1.424 | 7,56 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 1.232 | 0,41 | 1 | |||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 666 | 0,00 | 291 | -10,49 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 8.889 | -11,82 | 3.883 | -21,05 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 2.554 | 0,00 | 1.116 | -10,44 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 54.648.818 | 14,14 | 23.870.057 | 2,19 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 19.806 | 395,77 | 8.651 | 343,87 | ||||
| 2026-05-05 | 13F | Sky-mountain Capital Management, Inc. | 5.650 | -1,65 | 2.468 | -11,77 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 617 | -23,35 | 269 | -31,38 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 8.163 | -3,60 | 3.566 | -13,70 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 74.750 | 82,30 | 36.920 | 84,57 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 562 | 24,61 | 245 | 11,36 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 607 | 8,01 | 265 | -3,28 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 68.077 | 0,90 | 29.735 | -9,66 | ||||
| 2026-05-11 | 13F | Allianz Se | 285 | 4,78 | 21 | -84,85 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 33.581 | 7,48 | 14.668 | -3,78 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 797 | -5,68 | 348 | -15,53 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 676 | 0,00 | 295 | -10,33 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 20.488 | 310,50 | 1.836 | -24,36 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 98.383 | 43,56 | 42.988 | 28,56 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 2.711 | -0,37 | 1.184 | -10,78 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 1.200 | 0,00 | 524 | -10,43 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 13.604 | -1,31 | 5.942 | -11,63 | ||||
| 2026-05-12 | 13F | All Terrain Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 41.377 | -2,12 | 18.073 | -12,37 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 121 | 0,00 | 53 | -11,86 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1.475 | 0,00 | 1 | -100,00 | ||||
| 2026-05-04 | 13F | King Wealth | 1.757 | -0,23 | 1 | |||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 32.542 | -1,26 | 14.214 | -11,59 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 7.279 | 148,35 | 3.180 | 122,31 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 26.186 | -15,68 | 11.438 | -24,51 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 14.628 | 0,02 | 6.389 | -10,44 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 3.511 | 0,06 | 1.534 | -10,40 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 199 | 0,00 | 87 | -10,42 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 101.331 | -1,41 | 44.260 | -11,73 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 1.958 | 188,79 | 855 | 159,09 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 5.055 | 0,02 | 2.208 | -10,47 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 1.618 | 707 | ||||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 577 | -4,79 | 282 | -3,10 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 547 | 0,00 | 239 | -10,53 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 13.040 | -0,86 | 5.696 | -11,24 | ||||
| 2026-01-29 | 13F | Carmel Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 608 | -10,72 | 266 | -20,18 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 849 | 11,42 | 371 | -0,27 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 2.470 | -0,80 | 1.079 | -11,20 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 1.730 | 1,70 | 727 | -12,42 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 20.184 | 0,07 | 8.816 | -10,40 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 1.030 | -9,17 | 450 | -18,81 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 17.987 | -22,99 | 7.856 | -31,05 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 977 | 427 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 52.316 | -3,64 | 22.851 | -13,73 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 70 | 0,00 | 31 | -11,76 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 312.649 | -2,44 | 136.562 | -12,65 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 700 | -14,43 | 306 | -23,56 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 1.988 | 868 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 427 | 0,23 | 186 | -10,14 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 21.997 | 0,83 | 9.608 | -9,73 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 2.612 | -12,44 | 1.141 | -21,65 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 27.072 | 0,69 | 11.825 | -9,85 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 564 | 0,00 | 246 | -10,55 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 1.366 | 0,00 | 597 | -10,51 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 44.392 | -3,18 | 19.390 | -13,31 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 24.090 | 41,27 | 10.522 | 26,48 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 12 | 0,00 | 5 | 0,00 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 2.641 | 22,16 | 1.154 | 9,39 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 12.010 | 389,80 | 5.246 | 338,55 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 3.493 | -12,21 | 1.526 | -21,43 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 5.757 | -0,64 | 2.515 | -11,04 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 19.075 | 12,71 | 8.332 | 0,91 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 303 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 1.195 | 0,17 | 522 | -10,48 | ||||
| 2026-05-12 | 13F | Birnam Oak Advisors, LP | 27.100 | 0,00 | 1.973 | -85,08 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 455 | 12,35 | 199 | 0,51 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 622.805 | -0,39 | 272.035 | -10,81 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | FOCUS Wealth Advisors, LLC | 937 | 0,00 | 409 | -10,50 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 4.817 | -0,33 | 2.104 | -10,73 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 5.521 | 0,00 | 2.412 | -10,47 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 11.557 | 0,74 | 5 | 0,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 1.668 | 15,03 | 729 | 2,97 | ||||
| 2026-04-15 | 13F | City Holding Co | 150 | -3,85 | 66 | -14,47 | ||||
| 2026-05-13 | 13F | Williamson Legacy Group, LLC | 592 | -3,74 | 259 | -14,00 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 7.010 | 14,92 | 3.062 | 2,89 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 8.137 | -2,03 | 3.554 | -12,29 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 2.200 | 101,47 | 961 | 80,45 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 36.765 | 1,60 | 16.059 | -9,04 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 96.720 | 6,05 | 42.246 | -5,51 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 1.136 | 1,88 | 496 | -8,66 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 7.567 | -3,73 | 3.305 | -13,80 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 8.518 | 5,46 | 3.721 | -5,58 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 97.846 | 2,63 | 42.738 | -8,11 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 6.212 | 8,36 | 2.713 | -2,97 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 6.328 | 0,73 | 2.764 | -9,79 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 659 | -0,15 | 288 | -10,59 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 3.671 | 11,07 | 1.603 | -0,56 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 5.218 | -0,44 | 2.279 | -10,84 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 24.210 | 0,72 | 10.575 | -9,83 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 706.264 | 23,81 | 340.715 | 24,51 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 9.758 | -0,54 | 4.262 | -10,95 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 48.157 | -11,60 | 21.034 | -20,86 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 571 | -1,21 | 249 | -11,39 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 2.418 | 5,22 | 1.056 | -5,80 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 12.145 | -0,82 | 5.305 | -11,20 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 957 | 0,00 | 418 | -10,52 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 365.669 | 89,67 | 159.720 | 69,81 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 221.095 | 11,29 | 96.572 | -0,36 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 8.127 | 2,81 | 3.550 | -7,96 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 16.819 | 20,18 | 7.346 | 7,60 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 706.880 | 19,47 | 308.759 | 6,96 | ||||
| 2026-05-12 | 13F | CBM Financial, LLC | 25.581 | 488,20 | 2.110 | 4,92 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 11.133 | -5,60 | 4.863 | -15,50 | ||||
| 2026-04-20 | 13F | Independence Wealth Advisors, LLC | 922 | 0,00 | 403 | -10,47 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1.456.421 | -0,58 | 710.535 | 1,13 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 2.937 | 69,18 | 1.283 | 51,54 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 4.227 | 1,59 | 1.846 | -9,02 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 6.573 | 3,56 | 2.871 | -7,27 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 38.395 | -14,80 | 16.771 | -23,72 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 287 | 125 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.084 | 4,30 | 910 | -6,57 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 1.667 | -0,36 | 728 | -10,78 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 2.021 | 4,61 | 883 | -6,37 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 9.996 | 1,77 | 4.366 | -8,87 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 465 | -12,76 | 203 | -21,92 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 677 | 296 | ||||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 31.834 | -0,81 | 13.905 | -11,19 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 50.982 | -32,43 | 22.268 | -39,51 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 1.209 | 0,00 | 528 | -10,36 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 63.641 | 6,45 | 27.799 | -4,69 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 1.604 | 1,33 | 701 | -9,33 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 64.812 | 3,06 | 28.309 | -7,73 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 143 | 0,00 | 62 | -10,14 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 441.618 | -2,03 | 192.894 | -12,29 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 3.756 | 3,59 | 1.641 | -7,24 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 22.169 | -0,25 | 9.683 | -10,69 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 16.740 | -8,02 | 8.245 | -6,04 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 1.211 | 121,39 | 529 | 98,50 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.283 | -4,96 | 560 | -14,89 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 16.355 | -46,06 | 7.144 | -51,71 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 2.352 | 6,67 | 1.027 | -4,47 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 57.102 | 45,80 | 24.942 | 30,54 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 50.104 | -6,48 | 21.885 | -16,27 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 79.840 | 8,30 | 34.873 | -3,03 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 741 | -28,34 | 323 | -35,91 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 675 | 0,00 | 295 | -10,64 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 31.773 | 13,20 | 13.878 | 1,35 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5.594 | 5,55 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 4.829 | 56,63 | 2.020 | 34,24 | ||||
| 2026-02-06 | 13F | Rockport Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Nwam Llc | 87.022 | 1,48 | 38.011 | -9,05 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 2.989 | -14,43 | 1.306 | -23,42 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 12.021 | 102,10 | 5.251 | 80,97 | ||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 110.636 | 395,53 | 9.187 | -13,35 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 3.286 | -40,80 | 1.435 | -47,01 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 3.038 | 6,86 | 1.482 | 8,73 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 1.526 | -72,54 | 667 | -75,43 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 97 | -17,09 | 42 | -26,32 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 1.128 | 0,09 | 493 | -10,55 | ||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 21.708 | 9,29 | 9.482 | -2,16 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 6.730 | 239,21 | 2.940 | 203,93 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 5.752 | 17,77 | 2.512 | 5,46 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 30.790 | 1,64 | 13.449 | -9,00 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 1.220 | -66,33 | 533 | -69,89 | ||||
| 2026-05-12 | 13F | Ramirez Asset Management, Inc. | 80 | 0,00 | 35 | -12,82 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 962 | 7,85 | 420 | -3,45 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 535 | 0,00 | 234 | -10,73 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 4.824 | 2,44 | 2.107 | -8,27 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 1.640 | 500,73 | 138 | 3,76 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 9.189 | 2,97 | 4.014 | -7,81 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 1.562 | 3,31 | 682 | -7,46 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Clarendon Private LLC | 4.458 | 0,11 | 1.947 | -10,36 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 8.275 | 2,40 | 3.615 | -8,32 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 748 | 31,92 | 327 | 18,12 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 551 | -10,41 | 241 | -20,00 | ||||
| 2026-04-28 | 13F | Blue Sky Capital Consultants Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 851 | -0,35 | 372 | -10,82 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 7.409 | 2,19 | 3.236 | -8,48 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 54.710 | 8,53 | 23.897 | -2,83 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 10 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 9.648 | -2,50 | 4.214 | -12,70 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 1.511 | 0,07 | 667 | -9,37 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 34.233 | -7,50 | 14.953 | -17,18 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 622 | 0,00 | 272 | -10,56 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 15.308 | 0,08 | 6.687 | -10,40 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 654 | -3,25 | 286 | -13,37 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 820 | -1,44 | 358 | -11,60 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2.644 | -3,64 | 1.155 | -13,75 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 1.619 | -5,16 | 707 | -15,02 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 6.802 | 1,21 | 2.971 | -9,40 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 2.228 | -1,24 | 973 | -11,55 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 517 | -0,77 | 226 | -11,42 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 1.934 | 1,15 | 845 | -9,44 | ||||
| 2026-04-13 | 13F | Wynn Capital, LLC | 492 | 0,00 | 215 | -10,83 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 606 | 0,66 | 265 | -9,90 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 36.925 | 2.265,47 | 16.128 | 2.019,32 | ||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 915 | -32,42 | 400 | -39,55 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 1.585 | -28,60 | 1 | -100,00 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1.573 | 0,00 | 687 | -10,43 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 48.271 | 3,43 | 21.084 | -7,40 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 6.199 | 9,58 | 2.708 | -1,88 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 535 | 12,87 | 234 | 0,87 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 157 | 0,00 | 69 | -10,53 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 4.164 | -0,79 | 1.819 | -11,19 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 331 | 0,00 | 145 | -10,56 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 24.821 | 1,33 | 10.842 | -9,28 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 66.532 | -0,36 | 29.061 | -10,79 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 2.157 | 88,88 | 942 | 69,12 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 14.036 | 2,82 | 6.131 | -7,94 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 1.607 | 0,12 | 702 | -10,47 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 8.933 | 0,56 | 3.902 | -9,97 | ||||
| 2026-05-15 | 13F | X-Square Capital, LLC | 1.566 | -24,27 | 1 | -100,00 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 618 | 20,00 | 270 | 7,57 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 60.654 | -1,13 | 26.493 | -11,49 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 774 | 0,00 | 338 | -10,34 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 43.015 | 14,44 | 18.788 | 2,45 | ||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 140 | 0,00 | 61 | -10,29 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 2.114 | -7,00 | 924 | -16,70 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 8.894 | -1,42 | 3.885 | -11,75 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 747 | 0,00 | 326 | -10,44 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 136.346 | 1,74 | 59.554 | -8,91 | ||||
| 2026-05-11 | 13F | Easterly Investment Partners Llc | 17.298 | 376,14 | 1.259 | -28,95 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 1.000 | 2,46 | 437 | -8,40 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 516 | 0,00 | 225 | -10,36 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1.048 | -0,19 | 458 | -10,74 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 5.013 | 2,73 | 2.190 | -8,03 | ||||
| 2026-05-07 | 13F | 360 Financial, Inc. | 3.227 | -6,03 | 1.409 | -15,88 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 10.548 | 37,08 | 4.607 | 22,72 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 91 | 2.591 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.577 | -1,26 | 1.126 | -11,55 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 65 | -45,83 | 28 | -51,72 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 41 | 0,00 | 18 | -15,00 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 111 | 48 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 49.056 | 4,08 | 21.427 | -6,81 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 224.007 | 144,86 | 97.844 | 119,23 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 11.934 | -1,09 | 5.453 | -6,05 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 18.030 | 7.647 | ||||||
| 2026-05-07 | 13F | Next Capital Management LLC | 5.067 | 2,53 | 2.213 | -8,21 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3.833 | -21,95 | 1.674 | -30,63 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 3.649 | 1,84 | 1.620 | -6,79 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 663.015 | -14,31 | 289.598 | -23,28 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 136.910 | 1,28 | 59.801 | -9,32 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 549 | 0,00 | 240 | -10,49 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 1.777 | 2,24 | 776 | -8,49 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 26.938 | 223,42 | 11.766 | 189,59 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 46.349 | 4,71 | 20.245 | -6,25 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 7.619 | 0,93 | 3.328 | -9,64 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 1.771 | -0,78 | 774 | -11,15 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 2.943 | 17,16 | 1.285 | 9,18 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 42.871 | 7,93 | 18.726 | -3,37 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 20.649 | 3,35 | 9.019 | -7,47 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 26.523 | 27,64 | 11.659 | 15,01 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 11.418 | 1,12 | 4.987 | -9,46 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 5.986 | 1,77 | 2.615 | -8,60 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 712 | 0,00 | 328 | -6,02 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 4.518 | 0,18 | 1.973 | -10,32 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 25.466 | 0,00 | 11.123 | -10,46 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 32.705 | 4,26 | 14.285 | -6,65 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 3.482 | -4,52 | 1.521 | -14,56 | ||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 2.447 | -20,19 | 1.069 | -28,56 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 1.549 | 2,92 | 677 | -7,90 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 745 | 17,32 | 325 | 5,18 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 1.958 | 0,00 | 855 | -10,47 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 223 | 0,00 | 97 | -10,19 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 20.106 | 0,63 | 8.782 | -9,90 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 1.424 | 4,32 | 622 | -6,62 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2.579.305 | -0,38 | 1.126.615 | -10,81 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 489 | 0,00 | 214 | -10,50 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 1.661 | 2,47 | 726 | -8,23 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 2.968 | 1.296 | ||||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 5 | 0,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 154 | 0,00 | 67 | -9,46 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 3.520 | -2,09 | 1.538 | -12,32 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 34.118 | 17,98 | 14.903 | 5,63 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 1.178 | -24,54 | 515 | -32,46 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 801 | -25,14 | 350 | -32,82 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 106.214 | -2,27 | 48.978 | -8,22 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 19.064 | 12,54 | 8.327 | 0,75 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 471.472 | 1,53 | 205.934 | -9,10 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 531 | 0,00 | 232 | -10,81 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 16.959 | 5,70 | 7.407 | -5,37 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 122.023 | 23,83 | 53.298 | 10,87 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 7.664 | 0,09 | 3.350 | -10,38 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 6.300 | -0,87 | 2.752 | -11,26 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 501 | 0,00 | 219 | -10,66 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 35.354 | 4,93 | 15.442 | -6,06 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 966 | 57,07 | 422 | 41,14 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 18.002 | 3,94 | 8 | -12,50 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 2.777 | -12,84 | 1.236 | -20,27 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 9.189 | -2,33 | 4.014 | -12,55 | ||||
| 2026-05-08 | 13F | AAFCPAs Wealth Management, LLC | 2.180 | -3,33 | 952 | -13,45 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 4.098 | 8,56 | 1.790 | -2,82 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 112 | 0,00 | 49 | -11,11 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 35 | 15 | ||||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 641 | 3,55 | 280 | -7,31 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 681 | -1,02 | 297 | -11,34 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 15.031 | -9,21 | 6.565 | -18,72 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 3.234 | -20,89 | 1.413 | -29,19 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 75.391 | -0,48 | 32.930 | -10,90 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-28 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 57.716 | -33,25 | 24.241 | -42,53 | ||||
| 2026-05-14 | 13F | Tcw Group Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 1.172 | 512 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 24.555 | -2,91 | 10.725 | -13,05 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 648 | 0,00 | 283 | -10,44 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 7.919 | -3,80 | 3.652 | -9,07 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 62.872 | -0,60 | 27.462 | -11,01 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 1.490 | 13,91 | 651 | 1,88 | ||||
| 2026-05-05 | 13F | Torrey-Payne Wealth Management, LLC | 830 | -14,87 | 363 | -23,63 | ||||
| 2026-05-15 | 13F | Osterweis Capital Management Inc | 63 | -10,14 | ||||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 1.983 | -2,70 | 866 | -12,88 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 757 | 0,13 | 331 | -10,33 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 2.334 | -11,72 | 1.019 | -20,95 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 220 | 0,00 | 96 | -10,28 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 950 | 0,00 | 415 | -10,58 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 2.613 | 0,00 | 1.141 | -10,44 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 1.614 | -0,74 | 705 | -11,22 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 57.339 | 481,06 | 5.018 | 15,49 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 762 | -0,78 | 333 | -11,23 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 24.950 | -2,83 | 10.898 | -13,00 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 1.075 | 0,00 | 470 | -10,50 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 3.212 | 0,22 | 1.403 | -10,30 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 57.119 | 459,33 | 24.949 | 400,78 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 526.893 | 0,01 | 257.048 | 0,01 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 458 | 3,62 | 200 | -6,98 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 165.939 | -63,55 | 72.480 | -11,57 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 10.895 | -16,95 | 4.759 | 33,20 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 137.288 | -13,01 | 60 | -22,37 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.226.004 | 19,20 | 535.801 | 6,70 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 1.332 | 8,03 | 582 | -3,33 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 309.709 | 68,31 | 135.278 | 50,69 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 26.664 | -0,92 | 11.647 | -11,30 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 49.528 | 6,07 | 21.633 | -5,03 | ||||
| 2026-05-04 | 13F | Sterling Group Wealth Management, LLC | 643 | 0,00 | 281 | -10,54 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 139.571 | -3,19 | 60.963 | -13,32 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.417.238 | -1,59 | 617.657 | -12,09 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 14.700 | 14,25 | 6.717 | 6,22 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 5.702 | 2.491 |
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