Grundlæggende statistik
| Institutionelle ejere | 2088 total, 2084 long only, 1 short only, 3 long/short - change of 1,06% MRQ |
| Gennemsnitlig porteføljeallokering | 1.5245 % - change of -31,16% MRQ |
| Institutionelle aktier (lange) | 1.210.193.171 (ex 13D/G) - change of -51,41MM shares -4,08% MRQ |
| Institutionel værdi (lang) | $ 112.015.476 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Core U.S. Aggregate Bond ETF (US:AGG) har 2088 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,210,193,171 aktier. Største aktionærer omfatter Jones Financial Companies Lllp, Raymond James Financial Inc, Wells Fargo & Company/mn, BlackRock, Inc., Bank Of America Corp /de/, Us Bancorp \de\, Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Morgan Stanley, and Betterment LLC .
iShares Trust - iShares Core U.S. Aggregate Bond ETF (ARCA:AGG) 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%.
The share price as of April 17, 2026 is 99,85 / share. Previously, on April 21, 2025, the share price was 97,28 / share. This represents an increase of 2,64% over that period.
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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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 60.878 | 4,22 | 6.080 | 3,84 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 11.013 | 1.100 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 60.790.726 | -4,78 | 6.071.778 | -5,14 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 1.419.940 | 4,71 | 141.824 | 4,33 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 92.498 | 9.239 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 890 | -29,81 | 89 | -30,71 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 52.666 | 12,37 | 5.228 | 11,69 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.450.953 | 2,06 | 243.306 | 1,44 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 30.146 | 14,21 | 2.993 | 13,51 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 22.870 | 3,06 | 2.284 | 2,70 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 27.724 | 1,95 | 2.769 | 1,58 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 4.355 | 4,79 | 0 | |||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 2.168 | 217 | ||||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 106.257 | -76,93 | 10.613 | -77,02 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 103.387 | 1,63 | 10.367 | 2,70 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 23.666 | -16,15 | 2.364 | -16,47 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 9.970 | -11,54 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 40.378 | 8,61 | 4.033 | 8,27 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 72.137 | -51,12 | 7.205 | -51,29 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 1.655 | 0,00 | 164 | -0,61 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 9.723 | -14,16 | 971 | -14,45 | ||||
| 2026-04-20 | 13F | 25 Llc | 3.391 | 0,00 | 337 | -0,59 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 126.065 | 5,31 | 12.514 | 4,66 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 1.405.730 | 33,08 | 140 | 33,33 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 2.120 | 28,64 | 212 | 27,88 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 66.648 | 5,37 | 6.657 | 4,97 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 311 | 0,00 | 31 | 0,00 | ||||
| 2026-01-26 | 13F | Slow Capital, Inc. | 130.527 | 23,63 | 13.037 | 23,18 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 332.166 | 9,55 | 33.177 | 9,15 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 388.807 | 1,03 | 38.834 | 0,66 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 12.107 | 1.207 | ||||||
| 2026-04-20 | 13F | Friedenthal Financial | 1.552 | 1,50 | 154 | 1,32 | ||||
| 2026-01-16 | 13F | Verus Wealth Management, Llc | 7.951 | 3,19 | 794 | 2,85 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 223 | 22 | ||||||
| 2026-02-12 | 13F | Loomis Sayles & Co L P | 17.449 | -91,28 | 1.743 | -91,31 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 3.958 | -63,10 | 393 | -63,40 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 12.929 | 5,82 | 1.283 | 5,16 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 312 | -58,84 | 31 | -58,67 | ||||
| 2026-01-20 | 13F | Partners Wealth Management, Llc | 2.061 | 0,15 | 206 | -0,49 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 265.079 | 1,62 | 26.476 | 1,25 | ||||
| 2026-04-20 | 13F | Kopp Family Office, LLC | 275.258 | 58,78 | 27.325 | 57,81 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 30.802 | 5,92 | 3.058 | 5,27 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Nvwm, Llc | 46.797 | 140,90 | 4.674 | 140,06 | ||||
| 2026-02-03 | 13F | Juniper Hill Capital Management, LP | 736.489 | 0,00 | 73.561 | -0,37 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Maltin Wealth Management, Inc. | 2.411 | 1,30 | 241 | 0,84 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 2.067 | -19,95 | 206 | -20,16 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 8.657 | 865 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 2.570.509 | 52,57 | 256.742 | 52,01 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 24.420 | -66,81 | 2.439 | -66,93 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 439.587 | 431,32 | 44.011 | 430,57 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 410 | 0,00 | 41 | -2,44 | ||||
| 2026-01-26 | 13F | Abundance Wealth Counselors | 11.104 | 1,44 | 1.109 | 1,09 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 28.623 | 8,00 | 2.859 | 7,61 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 3.510 | -14,26 | 351 | -14,63 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 169.983 | 1,14 | 17.000 | 0,90 | ||||
| 2026-04-06 | 13F | CX Institutional | 62.528 | -39,69 | 6 | -40,00 | ||||
| 2026-01-23 | 13F | Fort Henry Capital, LLC | 295.599 | 4,65 | 29.524 | 4,27 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 289.486 | 4,67 | 28.801 | 4,26 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 209.752 | 2,19 | 20.950 | 1,82 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 3.550 | -15,92 | 355 | -16,31 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | IMS Capital Management | 6.526 | 0,00 | 654 | 1,08 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 10.807 | -32,89 | 1.073 | -33,33 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 43.954 | -1,51 | 4.363 | -2,11 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 119.882 | 2,73 | 11.901 | 2,10 | ||||
| 2026-02-17 | 13F | Parallax Volatility Advisers, L.P. | 43.651 | 0,00 | 4.360 | -0,39 | ||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 67.261 | 8,06 | 6.743 | 9,20 | ||||
| 2026-02-09 | 13F | Interactive Financial Advisors | 104.866 | -13,97 | 10.474 | -14,29 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 4.082 | 0,00 | 408 | -0,49 | ||||
| 2026-02-13 | 13F | United Bank | 318.214 | 3,25 | 31.783 | 2,87 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 8.417 | 841 | ||||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 513.908 | 3,67 | 51.329 | 3,29 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 275.834 | 3,66 | 27.382 | 3,03 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 3.535 | -9,48 | 353 | -9,72 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 960 | 0,00 | 95 | 0,00 | ||||
| 2026-01-27 | 13F | SageGuard Financial Group, LLC | 2.581 | 258 | ||||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 10.419 | -17,02 | 1.043 | -17,09 | ||||
| 2026-01-13 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 216.330 | -0,01 | 21.607 | -0,37 | ||||
| 2026-02-17 | 13F | EFG International AG | 38.551 | 3.850 | ||||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 131.593 | -3,83 | 13.144 | -4,19 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 1.269.442 | 7,78 | 126.792 | 7,38 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 9.884.685 | 4,88 | 987.282 | 4,49 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 145.786 | -5,10 | 14.561 | -5,44 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 7.049 | 0,00 | 700 | -0,71 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 61.506 | 4,59 | 6.147 | 4,27 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 314.163 | 6,14 | 31.379 | 6,15 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 21.417 | 0,23 | 2.139 | -0,14 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 1.044.957 | -1,03 | 104.375 | -1,39 | ||||
| 2026-01-28 | 13F | VAUGHAN & Co SECURITIES, INC. | 7.541 | -0,49 | 753 | -0,79 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 230.512 | 6,34 | 23.024 | 5,95 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 4.228 | 0,50 | 420 | -0,24 | ||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 4.712 | 4,43 | 471 | 3,98 | ||||
| 2026-02-13 | 13F | Capital Financial Group Inc\co\ /adv | 31.110 | 3.107 | ||||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 36.632 | 35,02 | 3.659 | 34,53 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 7.767.348 | 3,96 | 775.803 | 3,58 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 133.937 | 1,97 | 13.378 | 1,59 | ||||
| 2026-01-28 | 13F | Bigelow Investment Advisors, LLC | 32.566 | 8,48 | 3.253 | 8,08 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 168.392 | 7,54 | 16.819 | 7,13 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 532 | -1,48 | 53 | -1,85 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 342.659 | 34.225 | ||||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Impact Partnership Wealth, LLC | 2.183 | -9,42 | 218 | -9,54 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 43.964 | 0,69 | 4.391 | 0,32 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 15.767 | 2,64 | 1.565 | 2,02 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 11.852 | 12,02 | 1.184 | 11,60 | ||||
| 2026-02-13 | 13F/A | Virtus ETF Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 1.619 | 32,81 | 162 | 31,97 | ||||
| 2025-11-04 | 13F | Gitterman Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 14.334 | 13,43 | 1.423 | 12,68 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 32.061 | -1,11 | 3.202 | -1,48 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 2.383 | -11,54 | 237 | -12,27 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 9.399 | 0,00 | 939 | -0,42 | ||||
| 2025-11-20 | 13F | Pcg Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | PFG Investments, LLC | 48.015 | 4,01 | 4.796 | 3,63 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 28.573 | 4,61 | 2.854 | 4,20 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.737 | 12,22 | 372 | 11,41 | ||||
| 2026-01-23 | 13F | Kagan Cocozza Asset Management | 46.234 | -0,49 | 4.618 | -0,86 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 10.498 | 29,48 | 1.052 | 30,85 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 790 | -65,08 | 79 | -65,49 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 2.008 | -0,59 | 201 | -0,99 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 650 | 0,00 | 65 | 0,00 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 165.573 | 1.033,75 | 16.537 | 1.029,58 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 47.659 | -25,08 | 4.760 | -25,36 | ||||
| 2025-11-05 | 13F | Kraft, Davis & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 15.058 | 1.504 | ||||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 744.431 | 0,63 | 74.354 | 0,25 | ||||
| 2026-01-30 | 13F | Towneley Capital Management, Inc / DE | 2.066 | 0,00 | 206 | -0,48 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 305.794 | 6,22 | 30.543 | 5,82 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 2.712.004 | 90.400.033,33 | 270.875 | |||||
| 2026-01-27 | 13F | Semus Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 724.493 | 6,86 | 72 | 7,46 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 4.752 | -3,57 | 475 | -4,05 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sound Financial Strategies Group, LLC | 137.922 | -3,09 | 13.776 | -3,44 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 2.430 | 0,00 | 241 | -0,41 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 905.119 | 5,35 | 90.403 | 4,96 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 2.267 | -15,91 | 226 | -16,30 | ||||
| 2026-01-23 | 13F | KG&L Capital Management,LLC | 38.754 | 1,20 | 3.871 | 0,83 | ||||
| 2026-02-10 | 13F | Crestmont Private Wealth LLC | 5.739 | 573 | ||||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 88 | 9 | ||||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 5.585 | -12,28 | 558 | -12,70 | ||||
| 2025-11-07 | 13F | Sierra Ocean, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 201.591 | 0,41 | 20.135 | 0,04 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 3.921 | 8,05 | 392 | 7,71 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 15.770 | 0,00 | 1.575 | -0,32 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 7.389 | 5,50 | 738 | 5,13 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 577.483 | 22,96 | 57.679 | 22,50 | ||||
| 2026-04-08 | 13F | Exchange Bank | 37.446 | 1,82 | 3.717 | 1,20 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 18.227 | -71,88 | 1.820 | -71,99 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 10.744 | 10,04 | 1.073 | 9,71 | ||||
| 2026-01-26 | 13F | RBA Wealth Management, LLC | 18.059 | 2,03 | 1.804 | 1,63 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 42.085 | 12,10 | 4.203 | 11,69 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 750.470 | -38,80 | 75 | -39,34 | ||||
| 2026-01-14 | 13F | Bennett Associates Wealth Management | 36.674 | 4,05 | 3.663 | 3,65 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 12 | 1 | ||||||
| 2026-04-07 | 13F | Cultivar Capital, Inc. | 248.347 | 2,14 | 24.653 | 1,51 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | United Services Automobile Association | 8.726.963 | -4,38 | 871.649 | -4,74 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 26.162 | -2,32 | 2.597 | -2,92 | ||||
| 2026-02-17 | 13F | Man Group plc | 338.422 | 18,58 | 33.802 | 18,14 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 3.137 | 3,70 | 311 | 2,98 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 25.495 | 3,17 | 2.531 | 2,51 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 283.696 | -0,03 | 28.336 | -0,39 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 340 | -34,11 | 34 | -35,29 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 80.424 | 5,33 | 7.984 | 4,70 | ||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 28.763 | 0,54 | 2.873 | 0,17 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 2.908 | -4,09 | 290 | -4,29 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 23.661 | 45,28 | 2.363 | 44,79 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 492.711 | 6,88 | 49.212 | 6,48 | ||||
| 2026-02-09 | 13F | Wellington Shields Capital Management, LLC | 2.631 | 0,00 | 263 | -0,38 | ||||
| 2026-02-11 | 13F | Heartland Advisors Inc | 38.258 | 0,00 | 3.821 | -0,37 | ||||
| 2026-01-23 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 4.380 | 437 | ||||||
| 2025-10-24 | 13F | Hemington Wealth Management | 4.739 | 0,42 | 0 | |||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 63.938 | 4,42 | 6.386 | 4,04 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 2.420 | -15,68 | 242 | -16,03 | ||||
| 2026-02-13 | 13F | Ridge Creek Global, Inc | 4.601 | 460 | ||||||
| 2026-02-12 | 13F | WealthSpring Partners, LLC | 68.060 | -63,75 | 6.798 | -61,50 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 44.803 | -4,99 | 4.475 | -5,35 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 108.021 | 10.789 | ||||||
| 2026-02-17 | 13F | Common Fund For Nonprofit Organizations | 461.324 | 12,84 | 46.077 | 12,42 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 12.998 | 0,14 | 1.309 | 0,69 | ||||
| 2026-01-27 | 13F | Sterling Group Wealth Management, LLC | 5.908 | 3,65 | 590 | 3,33 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.367.258 | 23,67 | 136.483 | 23,05 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1.035 | -2,73 | 103 | -3,77 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 23.910 | 15,81 | 2.395 | 15,71 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 87.965 | -11,12 | 8.786 | -11,45 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 3.254 | -8,54 | 323 | -9,01 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 54.947 | 12,45 | 5.455 | 11,76 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 49.117 | -29,86 | 4.876 | -30,30 | ||||
| 2026-02-05 | 13F | Northwestern Mutual Investment Management Company, Llc | 447.618 | 66,98 | 44.708 | 66,37 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 9.763 | 4,43 | 975 | 4,06 | ||||
| 2026-01-14 | 13F | Waycross Partners, Llc | 37.110 | 0,00 | 3.707 | -0,38 | ||||
| 2026-02-12 | 13F | Oak Associates Ltd /oh/ | 5.751 | 574 | ||||||
| 2026-02-10 | 13F | Phillips Wealth Planners LLC | 13.525 | 5,25 | 1.352 | 5,30 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 45.891 | 4.584 | ||||||
| 2026-02-13 | 13F | Kilter Group LLC | 2 | 0,00 | 0 | |||||
| 2025-10-27 | 13F | Smith Shellnut Wilson Llc /adv | 108.042 | 1,27 | 10.831 | 2,34 | ||||
| 2026-02-06 | 13F | Payden & Rygel | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Providence First Trust Co | 158.533 | 8,93 | 15.834 | 8,53 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 9.012 | 27,79 | 900 | 27,48 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 102.449 | -4,72 | 10.233 | -5,07 | ||||
| 2026-02-09 | 13F/A | Mann Financial Group, Inc. | 137.684 | -0,65 | 13.752 | -1,01 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 2.081 | -4,23 | 208 | -4,61 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 97.591 | -27,39 | 9.747 | -27,66 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 471.988 | 13,04 | 47.142 | 12,62 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 5.601 | -9,59 | 1 | |||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 12.596 | -10,58 | 1.247 | -11,13 | ||||
| 2026-02-11 | 13F | Clarity Retirement & Wealth, LLC | 2.828 | 282 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 53.737.402 | 16,00 | 5.367.292 | 15,57 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 19.648 | 38,06 | 1.950 | 37,23 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 461.639 | 10,67 | 46.109 | 10,26 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Turim 21 Investimentos Ltda. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 36.745 | 5,63 | 3.670 | 5,25 | ||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 9.466 | 7,20 | 945 | 6,78 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 666 | 0,00 | 67 | 0,00 | ||||
| 2026-02-13 | 13F | Markin Asset Management, LP | 135.753 | 13.559 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 2.400 | 3,00 | 238 | 2,59 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 1.688 | 1,08 | 169 | 0,60 | ||||
| 2026-01-12 | 13F | Aurdan Capital Management, LLC | 6.615 | 92,46 | 661 | 91,86 | ||||
| 2025-11-14 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 289.943 | -83,41 | 28.783 | -83,52 | ||||
| 2026-02-13 | 13F | Bakala Capital Management LLC | 16.688 | 1,93 | 1.667 | 1,52 | ||||
| 2026-02-13 | 13F | Cordoba Advisory Partners LLC | 341.179 | 34.077 | ||||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 6.984 | 698 | ||||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 3.218 | 0,69 | 321 | 0,31 | ||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 25.164 | 26,02 | 2.513 | 25,59 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 60.803 | 1,49 | 6.073 | 1,12 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 2.120 | 3,77 | 212 | 3,43 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 7.446 | 76,24 | 744 | 75,65 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 5.441 | -85,66 | 543 | -85,73 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 174.060 | -12,23 | 17.385 | -12,55 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.518 | 37,83 | 449 | 37,00 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 2.449 | 0,00 | 243 | -0,41 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 12.576 | 55,20 | 1.256 | 54,68 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 2.381 | 0,00 | 236 | -0,84 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 11.880 | 1.187 | ||||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 231.434 | 15,96 | 23.116 | 15,53 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 5.659 | -14,54 | 565 | -14,78 | ||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 21.221 | -8,99 | 2.120 | -9,33 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 186 | 0,00 | 19 | 0,00 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 39.371 | 3.932 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 301.214 | 13,65 | 29.902 | 12,95 | ||||
| 2026-02-10 | 13F | Rational Advisors Llc | 719.181 | -4,91 | 71.832 | -5,26 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 18.939 | 5,64 | 1.892 | 5,23 | ||||
| 2026-01-23 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 83.991 | 3,31 | 8.389 | 2,93 | ||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 46.805 | -8,86 | 4.675 | -9,21 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 482.175 | 7,56 | 47.866 | 6,90 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 148.079 | 15,56 | 14.790 | 15,13 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 445.933 | 5,92 | 44.268 | 5,27 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 236.195 | -0,69 | 23.447 | -1,29 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 4.048 | 102,81 | 404 | 102,00 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 3.331 | -0,74 | 331 | -1,49 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 10.226 | -2,12 | 1.021 | -2,48 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 39.143 | 0,01 | 3.910 | -0,36 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 2.895 | 288 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 36.259.568 | 9,13 | 3.621.605 | 8,72 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 293.531 | 1.022,10 | 29.129 | 1.019,49 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 44.936 | 6,07 | 4.461 | 5,41 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 772.082 | 2,65 | 76.814 | 2,25 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 2.587 | -2,74 | 258 | -3,01 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 2.447 | 14,83 | 244 | 14,55 | ||||
| 2026-01-30 | 13F | Durante & Waters, Llc | 83.449 | 3,39 | 8.335 | 3,00 | ||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 30.770 | -0,63 | 3.073 | -1,00 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 142.343 | -1,05 | 14.217 | -1,41 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.622 | -12,69 | 262 | -13,29 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 26.378 | 3,82 | 2.619 | 3,19 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 2.785 | 278 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 203 | 0,00 | 20 | 0,00 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 27.602 | 134,69 | 2.757 | 133,76 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 6.084 | -1,07 | 608 | -1,46 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 2.950 | 13,46 | 295 | 13,08 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 20.705.925 | 25,05 | 2.068.108 | 24,59 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 110.872 | 8,07 | 11.074 | 6,72 | ||||
| 2026-01-21 | 13F | Canton Hathaway, LLC | 48.700 | 0,00 | 4.864 | -0,37 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 526.958 | -48,03 | 52.633 | -48,22 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 221 | 0,00 | 22 | 0,00 | ||||
| 2026-01-21 | 13F | Ergawealth Advisors, Inc. | 2.940 | 0,00 | 294 | -0,34 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 80.970 | -4,53 | 8.087 | -4,88 | ||||
| 2026-04-13 | 13F | Arwa Llc | 6.905 | 27,61 | 687 | 27,04 | ||||
| 2026-01-21 | 13F | TPG Advisors LLC | 77.270 | 15,10 | 7.718 | 14,68 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 17.633 | -5,16 | 1.761 | -5,48 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 75.146 | 2,35 | 7.460 | 1,72 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 251.485 | -0,68 | 25.118 | 0,00 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 4.469 | -10,17 | 444 | -10,69 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 5.545 | 18,10 | 554 | 17,66 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 5.203 | 0,00 | 520 | -0,38 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 2.632 | 9,90 | 263 | 9,17 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.746.686 | -21,38 | 174.459 | 78.484,68 | ||||
| 2026-02-04 | 13F | Nwam Llc | 133.081 | 2,13 | 13.340 | 1,28 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1.562.047 | 234,57 | 46.999 | 5,43 | ||||
| 2026-01-27 | 13F | Farrow Financial Inc. | 7.248 | 48,13 | 724 | 47,55 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 205 | 20 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 23.728 | 119,76 | 2.355 | 118,46 | ||||
| 2026-01-29 | 13F | Traub Capital Management LLC | 3.255 | 18,15 | 325 | 17,75 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 5.628 | 25,04 | 562 | 24,61 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 3.789 | 1,55 | 378 | 1,07 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 6.308 | -6,24 | 630 | -6,53 | ||||
| 2026-02-14 | 13F | American Trust | 4.700 | -45,59 | 469 | -45,78 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 34.099 | -10,20 | 3.385 | -10,73 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 47.893 | 0,53 | 4.784 | 0,17 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 475.327 | 1,23 | 47.186 | 0,61 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 9.828 | 49,62 | ||||||
| 2026-01-21 | 13F | Truefg, Llc | 6.293 | 1,06 | 628 | 0,64 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 9.100 | 9,43 | 909 | 9,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 10.644.543 | -11,07 | 1.063.177 | -11,40 | ||||
| 2025-11-12 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 10.029 | -4,83 | 1.002 | -4,21 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 15.040 | -8,48 | 1.502 | -8,80 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 97.689 | 40,53 | 9.757 | 40,03 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 5.524 | -2,64 | 548 | -3,18 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 1.078 | 108 | ||||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 9.340 | 0,00 | 933 | -0,43 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 2.114 | 213 | ||||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 48.870 | 27,14 | 4.851 | 26,36 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 5.780 | 0,00 | 577 | -0,35 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 9.355 | 934 | ||||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 135.525 | 2,11 | 13.536 | 1,74 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 9.011 | 1,01 | 900 | 0,67 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 2.435.318 | 1,05 | 241.754 | 0,43 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 36.482 | -84,38 | 3.644 | -84,45 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 71.655 | -21,69 | 7.157 | -21,99 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 7.581 | -85,94 | 753 | -86,04 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 3.268 | -17,27 | 326 | -17,47 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 572.621 | 29,12 | 57.193 | 28,64 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 191.117 | -8,64 | 18.972 | -9,19 | ||||
| 2026-02-13 | 13F | SHUTTLEWORTH & Co | 12.784 | 27,53 | 1.277 | 27,09 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 1.062 | -12,24 | ||||||
| 2025-11-14 | 13F | PineBridge Investments, L.P. | 10.705 | 0,00 | 1.073 | 1,13 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 10.028 | 334,11 | 1.002 | 333,33 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 62.527 | 6.500 | ||||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 253.304 | 1,78 | 25.300 | 1,41 | ||||
| 2026-02-05 | 13F | Evergreen Advisors, LLC | 8.101 | -10,34 | 809 | -9,71 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 8.937 | 8,31 | 887 | 7,65 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 445.648 | 74,31 | 44.240 | 73,25 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 37.965 | -32,02 | 3.792 | -32,29 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 28.640 | 2,83 | 2.861 | 2,44 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 369.979 | 4,86 | 36.728 | 4,22 | ||||
| 2026-03-04 | 13F | Compass Financial Group, Inc. (Ohio) | 16.942 | 1.692 | ||||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 57.148 | -5,54 | 5.708 | -5,89 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 70.563 | 0,61 | 7.050 | 0,24 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 2.680 | -5,50 | 268 | -5,99 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 104.972 | -16,13 | 10.421 | -16,64 | ||||
| 2026-01-07 | 13F | Innova Wealth Partners | 50.403 | -7,95 | 5.034 | -8,29 | ||||
| 2026-02-05 | 13F | WHI TRUST Co LLC | 371.591 | 37.115 | ||||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 8.069 | 2,53 | 806 | 2,16 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 5.460 | 32,78 | 547 | 33,09 | ||||
| 2025-11-03 | 13F | Wealth Management Nebraska | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.302 | -45,01 | 228 | -45,45 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 3.679 | 0,00 | 367 | -0,27 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 251.490 | 8,03 | 25.119 | 7,63 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 198.581 | 5,67 | 19.834 | 5,28 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 20.160 | -32,67 | 2.014 | -32,92 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 3.031 | 303 | ||||||
| 2026-02-13 | 13F | Dixon Mitchell Investment Counsel Inc. | 16.497 | 0,00 | 1.648 | -0,36 | ||||
| 2025-11-12 | 13F | Clare Market Investments LLC | 4.767 | -2,99 | 478 | -2,05 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3.579 | 0,00 | 358 | 0,00 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 6.735 | 45,15 | 673 | 44,52 | ||||
| 2026-01-16 | 13F | Surience Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 106.819 | 5,48 | 10.669 | 5,09 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 18.663 | -0,45 | 1.864 | -0,80 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 6.847 | -38,37 | 684 | -38,63 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 9.959 | 23,07 | 995 | 22,56 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 15.482 | 501,48 | 1.546 | 499,22 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 11.677 | 3,87 | 1.166 | 3,46 | ||||
| 2026-02-13 | 13F | Sovereign Investment Advisors, LLC | 68.708 | 0,62 | 6.863 | 0,25 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 114 | 11 | ||||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 105.505 | -19,08 | 10.538 | -19,39 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 1.434 | 0,00 | 142 | -0,70 | ||||
| 2026-02-12 | 13F | Collier Financial | 381 | 21,73 | 38 | 22,58 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 34.277 | 5,13 | 3.424 | 4,74 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 200.313 | 1,30 | 20.007 | 0,97 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 67.379 | -11,07 | 6.730 | -11,40 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 5.912 | 4,47 | 587 | 3,72 | ||||
| 2026-04-16 | 13F | Mastercard Foundation Asset Management Corp | 4.125.631 | 0,00 | 409.551 | -0,61 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 3.399 | -19,65 | 340 | -20,05 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 2.066 | -45,10 | 206 | -45,36 | ||||
| 2026-02-13 | 13F | Ames National Corp | 113.858 | 5,64 | 11.372 | 5,26 | ||||
| 2026-01-16 | 13F | Sharp Financial Services, LLC | 143.439 | 6,89 | 14.327 | 6,50 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 4.831.227 | 5,06 | 482.543 | 4,67 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 7.605 | -0,18 | 760 | -0,52 | ||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 2.644 | 0,42 | 264 | 0,38 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 11.603 | 229,91 | 1.152 | 227,92 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 270.295 | 1,96 | 26.997 | 1,58 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 2.149 | 0,00 | 213 | -0,47 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 2.625 | 262 | ||||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 2.500 | 248 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 3.291 | 0,95 | 327 | 0,31 | ||||
| 2026-02-06 | 13F | Radnor Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 173.576 | -1,81 | 17.231 | -2,41 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 972.104 | 8,29 | 96.501 | 7,63 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 10.653 | -3,05 | 1 | 0,00 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 5.447 | 9,89 | 544 | 9,68 | ||||
| 2026-02-10 | 13F | Shepherd Street Advisors LLC | 10.099 | 1.009 | ||||||
| 2025-11-13 | 13F | Promus Capital, LLC | 5.468 | -0,42 | 548 | 0,74 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 2.505 | 250 | ||||||
| 2026-02-13 | 13F | Vernal Point Advisors, LLC | 28.384 | -67,54 | 2.835 | -67,67 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 11.072 | 1,32 | 1.106 | 0,91 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 31.355 | -11,04 | 3.140 | -12,02 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 70.887 | 538,68 | 7.080 | 536,69 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 226 | 22 | ||||||
| 2026-02-06 | 13F | Americana Partners, LLC | 13.335 | 7,53 | 1.332 | 7,08 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 224 | 16,06 | 22 | 15,79 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 29.545 | -59,25 | 2.933 | -59,51 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.288 | 9,43 | 129 | 8,47 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 139.233 | 22,29 | 13.907 | 21,83 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 10.578 | 42,73 | 1.050 | 41,89 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 9.689 | -19,19 | 962 | -19,72 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 859.677 | -9,09 | 85.865 | -9,13 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6.458 | 0,00 | 641 | -0,62 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 400.886 | -0,43 | 40.040 | -0,80 | ||||
| 2026-02-17 | 13F | Power Wealth Management Llc | 6.386 | 39,04 | 638 | 38,48 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 5.708 | 0,37 | 570 | 0,00 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 115.688 | 1,30 | 11.555 | 0,93 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 5.440 | 154,92 | 543 | 154,93 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 17.382 | 46,23 | 1.736 | 45,76 | ||||
| 2026-02-17 | 13F | Hyposwiss Advisors SA | 100 | 10 | ||||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 381.535 | 5,02 | 38.108 | 4,63 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 291 | 29.000,00 | 29 | |||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 17.183 | -2,68 | 1.706 | -3,29 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 122.049 | 1,77 | 12.178 | 1,67 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 82.500 | -9,88 | 8.240 | -10,20 | ||||
| 2025-11-06 | 13F | Roman Butler Fullerton & Co | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 450.860 | 5,04 | 45.199 | 6,15 | ||||
| 2026-02-12 | 13F | Sykon Capital Llc | 3.575 | 21,39 | 357 | 21,02 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 247.376 | 7,99 | 24.708 | 7,59 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 15.498 | 0,20 | 1.548 | -0,19 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 2.977 | -0,47 | 295 | -1,34 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 60.317 | 22,56 | 6.024 | 22,12 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 25.721 | 21,04 | 2.553 | 20,31 | ||||
| 2026-01-20 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2.536 | 254 | ||||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.436 | 0,00 | 143 | -0,70 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 4.473 | 25,61 | 446 | 24,30 | ||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 2.642 | -10,95 | 264 | -11,45 | ||||
| 2026-01-23 | 13F | Trust Co Of Virginia /va | 11.329 | 0,00 | 1.132 | -0,35 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 32.946 | 8,49 | 3.291 | 8,08 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 3.716 | 0,00 | 371 | -0,27 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 933.394 | 6,37 | 93.227 | 5,98 | ||||
| 2026-01-30 | 13F | Arrien Investments, Inc. | 50.676 | -25,24 | 5.062 | -25,52 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 14.918 | 3,11 | 1.490 | 2,76 | ||||
| 2026-04-20 | 13F | Northern Lights Advisors, Inc. | 44.763 | 4.471 | ||||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 380.971 | -2,15 | 38.051 | -2,51 | ||||
| 2026-04-10 | 13F | Capital Investment Management, Inc. | 19.707 | 1.968 | ||||||
| 2025-11-10 | 13F | Barings Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 34.736 | -10,27 | 3.448 | -10,81 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 24.802 | 236,80 | 2.477 | 235,64 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 79.495 | -6,28 | 8 | -12,50 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 2.373 | -5,04 | 236 | -5,62 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 123.228 | 7,29 | 12.308 | 6,91 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 1.535 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 5.751 | 5,68 | 575 | 5,31 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 43.751 | -0,39 | 4.370 | -0,77 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 14.803 | -1,73 | 1.479 | -2,12 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 6.014 | 0,00 | 597 | -0,67 | ||||
| 2026-01-21 | 13F | McElhenny Sheffield Capital Management, LLC | 9.681 | 14,12 | 967 | 13,65 | ||||
| 2025-11-13 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 38.280 | 6,09 | 3.800 | 5,47 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 3.674 | 0,00 | 367 | -0,54 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 11.171 | 1.116 | ||||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 3.448 | -97,68 | 342 | -97,70 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 50.961 | 197,48 | 5 | 400,00 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 1.594 | -1,85 | 159 | -1,85 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 4.638 | 3,60 | 463 | 3,35 | ||||
| 2026-03-27 | 13F | rebel Financial LLC | 141.986 | 14.182 | 5,09 | |||||
| 2026-02-05 | 13F | Atria Investments Llc | 331.254 | 16,26 | 33.086 | 15,83 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 5.429 | -3,00 | 542 | -3,39 | ||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 4.911 | -1,54 | 491 | -2,00 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 104.491 | 62,97 | 10.437 | 62,38 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 807 | -21,88 | 81 | -22,33 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 153 | 0,00 | 15 | 0,00 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 72.692 | 7.287 | ||||||
| 2025-11-03 | 13F | Pandora Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 758.319 | 11,18 | 75.741 | 10,77 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 2.195 | -16,70 | 219 | -17,05 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 41.014 | -12,13 | 4.096 | -12,46 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 2.032 | 34,57 | 203 | 33,77 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 7.796 | -4,10 | 779 | -4,42 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 5.082 | 16,32 | 508 | 16,02 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 20.394 | -18,98 | 2.025 | -19,49 | ||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 7.827 | 9,71 | 777 | 8,99 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.491 | -12,99 | 247 | -13,33 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 47.162 | -5,68 | 4.711 | -6,03 | ||||
| 2026-01-21 | 13F | Summa Corp. | 7.050 | 0,00 | 704 | -0,28 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 6.765.176 | -6,44 | 675.706 | -6,79 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 25.002 | 4,86 | 2.482 | 4,20 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 609 | -80,48 | 61 | -80,77 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 212 | 21 | ||||||
| 2026-02-17 | 13F | Note Advisors, LLC | 3.599 | 2,30 | 360 | 1,99 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 4.234 | 10,26 | 0 | |||||
| 2025-11-21 | 13F/A | CIBC Bancorp USA Inc. | 69.815 | 6.999 | ||||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 54.549 | 200,94 | 5.448 | 199,83 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 357.684 | 17,24 | 35.507 | 16,53 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 10.787 | 370,84 | 1.077 | 370,31 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 42.844.111 | 1,16 | 4.279.296 | 0,78 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 8.654 | -0,01 | 864 | -0,35 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 3.164 | 22,59 | 314 | 22,18 | ||||
| 2026-02-10 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 278.213 | -1,45 | 27.788 | -1,82 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 1.388.177 | 5,84 | 138.651 | 5,45 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 8.318 | 0,00 | 826 | -0,60 | ||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 27.089 | 3,14 | 2.706 | 2,73 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 46.800 | -3,37 | 4.674 | -3,73 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 366.258 | -1,02 | 36.358 | -1,62 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 4.301 | 0,00 | 430 | -0,46 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 71.640 | 3,11 | 7.112 | 2,48 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 68.300 | 149,04 | 6.780 | 147,54 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.090 | -1,84 | 307 | -2,55 | ||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 27.154 | -17,87 | 2.722 | -16,99 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 3.250 | 0,00 | 325 | -0,31 | ||||
| 2026-02-11 | 13F | DB&C Advisors, LLC | 2.740 | 274 | ||||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 58.853 | 5.878 | ||||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 9.400 | 5,52 | 939 | 5,04 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.265.868 | 167,59 | 126.435 | 166,60 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 34.515 | -11,37 | 3.447 | -11,71 | ||||
| 2025-10-23 | 13F | Nisa Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.030.946 | 3,20 | 102.971 | 2,82 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 8.851 | -40,56 | 884 | -40,75 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 9.701 | 13,01 | 969 | 12,69 | ||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 18.578 | 58,83 | 1.864 | 59,45 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 7.327 | 11,17 | 732 | 10,76 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 25.006 | 3,19 | 2.482 | 2,56 | ||||
| 2025-11-14 | 13F | Paloma Partners Management Co | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 15.085 | 330,88 | 1.507 | 330,29 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 6.381 | 21,75 | 637 | 21,33 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 3.520 | -29,88 | 352 | -30,22 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 599.725 | 1,83 | 60.086 | 1,77 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 9.232 | 1 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 84.760.819 | 6,96 | 8.465.912 | 6,56 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 2.848 | 41,55 | 284 | 41,29 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 449.359 | -0,19 | 44.608 | -0,80 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 2.911 | 291 | ||||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 10.728 | 4,05 | 1.065 | 3,50 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 4.315 | 5,17 | 428 | 4,65 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 4.406 | 440 | ||||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 38.054 | 3,85 | 3.778 | 3,20 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 24.482 | 27,84 | 2.430 | 27,09 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 9.749 | 974 | ||||||
| 2026-02-11 | 13F | Cypress Capital Group | 26.898 | 4,53 | 2.687 | 4,15 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 258.958 | 53,32 | 25.707 | 52,38 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 241.793 | 5,26 | 24.003 | 4,61 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 397 | 8,47 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 3.249 | 32,29 | 324 | 31,71 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Gr Financial Group, Llc | 3.521 | 1,32 | 352 | 0,86 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 29.888 | 65,32 | 2.985 | 64,74 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 367.543 | 5,83 | 36.486 | 5,19 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 4.817 | 107,45 | 478 | 106,93 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 4.280 | -76,99 | 424 | -77,28 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 13.283 | -19,95 | 1.327 | -20,26 | ||||
| 2026-02-17 | 13F | Fmr Llc | 8.906.503 | -21,26 | 889.582 | -21,55 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 4.587 | 13,40 | 458 | 13,09 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 3.165 | 315 | ||||||
| 2026-02-02 | 13F | Peregrine Asset Advisers, Inc. | 3.685 | -4,11 | 368 | -4,42 | ||||
| 2026-02-04 | 13F | Rock Point Advisors, LLC | 8.046 | 0,00 | 804 | -0,37 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 114.627 | 4,61 | 11.449 | 4,21 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 117 | 12 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 14.925.651 | -23,93 | 1.470.767 | -25,06 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1.880.132 | -19,01 | 186.641 | -19,50 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 1.463 | 0,00 | 146 | 0,00 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 8.843 | -22,23 | 883 | -22,48 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 263.950 | -1,16 | 26.363 | -1,53 | ||||
| 2026-01-30 | 13F | Dale Q Rice Investment Management Ltd | 4.728 | 0,00 | 472 | 0,00 | ||||
| 2026-03-05 | 13F | Bayban | 1.426 | 142 | ||||||
| 2025-12-08 | 13F | NWF Advisory Services Inc. | 2.181 | -2,98 | 216 | 2,37 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 2.500 | 0,00 | 250 | -0,40 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Johns Hopkins University | 8.024.716 | -30,53 | 801.509 | -30,78 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 209.186 | -2,00 | 20.894 | -2,36 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 8.568 | 22,54 | 856 | 157,53 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 4.619 | 0,13 | 461 | -0,22 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 1.459 | -58,10 | 146 | -58,45 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 1.044 | 104 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 317.809 | -2,88 | 31.743 | -3,24 | ||||
| 2026-02-13 | 13F | Es4, Llc | 153.671 | 15.349 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3.015 | 30,75 | 299 | 30,00 | ||||
| 2026-02-09 | 13F | Narus Financial Partners, LLC | 20.240 | 2,38 | 2.022 | 2,02 | ||||
| 2026-02-10 | 13F | State of Wyoming | 100 | 0,00 | 10 | -10,00 | ||||
| 2026-02-10 | 13F | CIBC Asset Management Inc | 17.975 | 126,47 | 1.795 | 125,79 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Actinver Wealth Management, Inc. | 7.825 | 782 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 287.212 | -1,10 | 28.687 | -1,46 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6.537 | -2,81 | 649 | -3,43 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 47.054 | -10,62 | 4.700 | -10,95 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 9.200 | 0,00 | 919 | -0,43 | ||||
| 2026-02-05 | 13F | Compton Financial Group, LLC | 34.685 | -16,86 | 3.464 | -17,17 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 1.911 | 0,00 | 191 | 0,00 | ||||
| 2026-02-13 | 13F | Independent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Tidemark, LLC | 5.113 | 0,00 | 511 | -0,39 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 88.287 | 3,33 | 8.818 | 2,95 | ||||
| 2026-04-10 | 13F | Center for Wealth Management Advisory | 4.285 | 428 | ||||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 40.936 | 3,03 | 4.089 | 2,64 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 30.452 | 3.042 | ||||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 360.480 | 0,85 | 35.785 | 0,24 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 165.018 | 11,51 | 16.482 | 11,10 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 203.385 | 2,58 | 20.314 | 2,20 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 11.919 | 1.190 | ||||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 695.423 | 0,62 | 69.035 | 0,01 | ||||
| 2026-02-12 | 13F | Sprott Inc. | 5.062 | -1,04 | 506 | -1,37 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 225 | -4,26 | 23 | -4,35 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 1.712 | -88,76 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 142.709 | -1,08 | 14.167 | -1,69 | ||||
| 2026-02-12 | 13F | Voya Investment Management Llc | 827.527 | -1,65 | 82.653 | -2,01 | ||||
| 2026-02-13 | 13F | Chandler Asset Management, Inc. | 34.482 | 0,00 | 3.444 | -0,35 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 266 | 27 | ||||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 6.179 | 0,00 | 613 | -0,65 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 22.038 | -2,61 | 2.201 | -2,95 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 21.772 | -15,45 | 2.175 | -15,77 | ||||
| 2025-11-12 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 2.252 | 0,04 | 224 | -0,45 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 21.904 | -24,34 | 1.670 | -29,93 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.026.727 | 318,04 | 40.541 | 64,65 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 2.873 | -37,26 | 288 | -36,56 | ||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 3.360 | 336 | ||||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 140.960 | 11,07 | 13.993 | 10,39 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 3.419 | 65,57 | 339 | 64,56 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 5.733 | 5,06 | 575 | 6,10 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 10.276 | -26,52 | 1.020 | -26,93 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 25.296 | -9,73 | 2.527 | -10,07 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 8.616 | -42,54 | 861 | -42,78 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 903 | 0,00 | 90 | -1,11 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 4.726 | -21,48 | 472 | -21,72 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 13.786 | 1.377 | ||||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 174.604 | 2,60 | 17.333 | 1,97 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 3.214 | 15,24 | 321 | 15,05 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 73.890 | -2,60 | 7.381 | -2,89 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 2.745 | 60,15 | 275 | 59,30 | ||||
| 2026-02-20 | 13F | Capstone Wealth Management, Inc. | 25.438 | 2.542 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 237 | -5,58 | 24 | -8,00 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 4.197 | -1,08 | 417 | -1,65 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 16.176 | 1.616 | ||||||
| 2026-02-10 | 13F | Lcnb Corp | 24.515 | 0,13 | 2.449 | -0,24 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 2.828.317 | 7,37 | 282.492 | 6,97 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 429.099 | 5,97 | 42.858 | 5,58 | ||||
| 2026-02-17 | 13F | Janus Henderson Group Plc | 3.355.397 | 6,95 | 335.137 | 6,56 | ||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 1.277.485 | 1,10 | 127.595 | 0,73 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 7.507 | -12,34 | 750 | -12,70 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 30.486 | -3,00 | 3.045 | -3,37 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 14.044 | -5,28 | 1.403 | -5,65 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 104.926 | 2,04 | 10.416 | 0,09 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 12.044 | 6,33 | 1.203 | 5,90 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 19.398 | 19,37 | 1.937 | 18,91 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 4.601 | 9,37 | 460 | 9,03 | ||||
| 2026-01-15 | 13F | DB Fitzpatrick & Co, Inc | 403.111 | -0,66 | 40.263 | -1,03 | ||||
| 2026-02-12 | 13F | Schiavi & Co LLC | 15.583 | 0,39 | 1.556 | 0,00 | ||||
| 2026-01-20 | 13F | October Effect Ltd | 16.854 | -3,61 | 1.683 | -3,94 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 21.121 | 2,48 | 2.110 | 2,08 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 262.041 | 15,14 | 26.173 | 14,72 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 73.346 | 1,10 | 7.326 | 0,73 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 2.118 | 0,91 | 212 | 0,48 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 15.102 | 100,80 | 1.508 | 100,27 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 9.001 | 98,92 | 894 | 97,57 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 2.026 | 0,00 | 202 | -0,49 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 45.571 | 1,96 | 4.553 | 1,61 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 1.267 | 127 | ||||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 542.198 | -4,81 | 53.824 | -5,39 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 324.807 | -12,44 | 32.244 | -12,98 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 186 | -43,81 | 18 | -45,45 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 89.622 | 2,58 | 8.951 | 2,20 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 433.617 | -1,95 | 43.045 | -2,55 | ||||
| 2026-04-13 | 13F | Trust Co | 665.295 | 1,55 | 66.044 | 0,93 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 300.744 | 59,19 | 30.038 | 58,60 | ||||
| 2026-01-26 | 13F | Quattro Financial Advisors Llc | 46.655 | 0,00 | 4.660 | -0,38 | ||||
| 2026-02-11 | 13F | Etesian Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 155.259 | -2,57 | 15.507 | -2,94 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 87.415 | -2,15 | 8.678 | -2,75 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 174.816 | 7,30 | 17.503 | 7,16 | ||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 3.795 | 379 | ||||||
| 2026-04-16 | 13F | Financial Designs Corp | 273.029 | 0,25 | 27.104 | -0,36 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 382.609 | 10,71 | 38.216 | 10,30 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 3.543 | -81,42 | 354 | -81,53 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 2.077 | 0 | ||||||
| 2026-01-08 | 13F | Traveka Wealth, LLC | 11.400 | 170,91 | 1.139 | 170,31 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 27 | 0,00 | 3 | 0,00 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 2.081 | -1,09 | 208 | -1,43 | ||||
| 2026-01-27 | 13F | Chaney Capital Management, Inc. | 575.381 | 3,24 | 57.469 | 2,86 | ||||
| 2026-02-03 | 13F | Golden Bell Financial Planning LLC | 58.213 | 0,77 | 5.814 | 0,40 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 5.226 | 0,11 | 519 | -0,58 | ||||
| 2026-01-29 | 13F | Wise Wealth Partners | 49.448 | 8,76 | 4.939 | 8,34 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 6.779 | 0,43 | 673 | -0,30 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 538.966 | 16,18 | 53.832 | 15,75 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 16.596 | 23,14 | 1.647 | 22,36 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 613.113 | 318,62 | 61.238 | 317,09 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 423.964 | 17,44 | 42.502 | 18,68 | ||||
| 2026-01-15 | 13F | Dock Street Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 146.381 | 16,84 | 14.620 | 16,41 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Avion Wealth | 10.183 | -7,94 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 146 | 15 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 66.086 | -63,33 | 6.601 | -63,47 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 45.661 | -1,59 | 4.533 | -2,20 | ||||
| 2026-04-13 | 13F | Bnc Wealth Management, Llc | 2.853 | -6,12 | 283 | -6,60 | ||||
| 2026-01-20 | 13F | Philip James Wealth Mangement, LLC | 3.603 | 0,00 | 360 | -0,55 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 17.797 | -0,07 | 1.782 | -0,67 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 3.466 | 0,29 | 344 | -0,29 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 9.180 | -6,88 | 917 | -7,29 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 212 | 0,00 | 25 | 8,70 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 5.666 | 51,21 | 566 | 50,67 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 49 | 0,00 | 5 | 0,00 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 101 | 10 | ||||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 23.115 | 2,92 | 2.309 | 2,53 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 5.804 | 25,46 | 580 | 25,05 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 2.680 | 69,41 | 268 | 68,99 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 3.683 | 368 | ||||||
| 2026-02-12 | 13F | Hibernia Wealth Partners, LLC | 7.515 | 751 | ||||||
| 2026-04-08 | 13F | Unify Financial Advisors | 6.900 | 689 | ||||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 11.039 | 21,98 | 1.103 | 21,50 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 2.188 | 217 | ||||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 2.772 | 4,41 | 275 | 3,77 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 271 | 6,69 | 27 | 8,00 | ||||
| 2026-01-26 | 13F | Moss Adams Wealth Advisors LLC | 21.378 | -0,35 | 2.135 | -0,70 | ||||
| 2026-04-01 | 13F | GP Brinson Investments LLC | 280.650 | 0,00 | 27.860 | -0,61 | ||||
| 2026-02-02 | 13F | Sunesis Advisors, LLC | 182.703 | 11,16 | 18.248 | 10,76 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Oak Harvest Investment Services | 2.381 | -74,41 | 238 | -74,57 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 27.732 | 10,63 | 2.770 | 10,19 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 46.115 | 1,62 | 4.578 | 0,99 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 170.793 | 94,54 | 17.059 | 93,82 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 0 | -100,00 | 0 |
