AGG - iShares Trust - iShares Core U.S. Aggregate Bond ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Trust - iShares Core U.S. Aggregate Bond ETF
US ˙ ARCA ˙ US4642872265

Grundlæggende statistik
Institutionelle ejere 2083 total, 2079 long only, 1 short only, 3 long/short - change of 0,43% MRQ
Gennemsnitlig porteføljeallokering 1.5403 % - change of -29,63% MRQ
Institutionelle aktier (lange) 1.210.113.836 (ex 13D/G) - change of -43,51MM shares -3,47% MRQ
Institutionel værdi (lang) $ 111.939.234 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares Core U.S. Aggregate Bond ETF (US:AGG) har 2083 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,210,113,836 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 24, 2026 is 99,59 / share. Previously, on April 28, 2025, the share price was 98,87 / share. This represents an increase of 0,73% over that period.

AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF Institutional Ownership
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

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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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.

AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF Historical Put/Call Ratio
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 for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-20 13F Jfs Wealth Advisors, Llc 700.628 5,64 69.551 4,99
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
2026-04-27 13F Navigate Wealth Management, LLC 72.576 7.219
2026-01-15 13F Rebalance, Llc 1.419.940 4,71 141.824 4,33
2026-04-21 13F Topsail Wealth Management, LLC 3.421 0,65 340 0,00
2026-02-04 13F Bensler, LLC 0 -100,00 0
2026-02-10 13F IFG Advisory, LLC 92.498 9.239
2026-04-27 13F Strathmore Capital Advisors, Inc. 14.819 102,03 1.476 101,50
2026-02-05 13F Tucker Asset Management Llc 890 -29,81 89 -30,71
2026-04-22 13F Atwater Malick LLC 49.820 29,13 4.946 28,34
2026-04-08 13F Thompson Investment Management, Inc. 52.666 12,37 5.228 11,69
2026-04-22 13F CrossGen Wealth, LLC 1.745 -38,36 173 -38,65
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
2026-02-13 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
2026-04-21 13F Financial Consulate, Inc 3.683 -29,21 366 -29,67
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
2026-04-21 13F Financial Planning Navigators CORP 85.713 3,20 8.509 2,57
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
2026-02-17 13F Asset One Wealth Management LLC 12.107 1.207
2026-04-24 13F Optas, LLC 206.072 101,89 20.457 100,65
2026-04-20 13F Friedenthal Financial 1.552 1,50 154 1,32
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
2026-01-27 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
2026-04-22 13F Truefg, Llc 6.448 2,46 640 1,91
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
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
2026-04-22 13F Carroll Advisory Group, LLC 2.370 -7,10 235 -7,48
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
2026-04-22 13F Romano Brothers And Company 4.573 -4,19 454 -4,83
2026-02-17 13F one8zero8, LLC 410 0,00 41 -2,44
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
2026-04-17 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
2026-04-21 13F Navigation Wealth Management, Inc. 20.051 11,49 1.990 10,80
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
2026-04-22 13F JNBA Financial Advisors 32.479 4.776,73 3.224 4.784,85
2026-04-22 13F Essential Planning, LLC. 0 -100,00 0
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
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 14.688 -0,78 1.458 -1,35
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
2026-02-04 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
2026-02-17 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
2026-02-09 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
2026-04-23 13F Lazari Capital Management, Inc. 18.992 -0,16 1.885 -0,74
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
2026-04-27 13F Koshinski Asset Management, Inc. 52.966 20,74 5.258 20,00
2026-02-17 13F Modern Wealth Management, LLC 133.937 1,97 13.378 1,59
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
2026-04-27 13F Sound Income Strategies, LLC 8.521 -19,52 844 -20,40
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
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
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
2026-02-13 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
2025-11-14 13F Wetherby Asset Management Inc 10.498 29,48 1.052 30,85
2026-04-22 13F Boomfish Wealth Group, LLC 81.165 -3,31 8.057 -3,90
2026-02-12 13F Founders Financial Alliance, LLC 790 -65,08 79 -65,49
2026-04-17 13F Brown, Lisle/cummings, Inc. 650 0,00 65 0,00
2026-04-22 13F Ohio National Investments, Inc. 5.920.906 -16,17 587.768 -16,68
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
2026-02-12 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
2026-02-10 13F Crestmont Private Wealth LLC 5.739 573
2026-02-19 13F Birchwood Financial Partners, Inc. 88 9
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 31.050 -46,90 3.082 -47,23
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
2026-01-20 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
2026-02-17 13F Snowden Capital Advisors LLC 42.085 12,10 4.203 11,69
2026-04-21 13F Founders Capital Management 200 0,00 20 0,00
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
2026-04-24 13F James Investment Research Inc 63.231 4,92 6.277 4,27
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
2026-02-17 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
2026-04-22 13F Bravera Wealth 9.518 945
2026-04-21 13F Red Tortoise LLC 11.143 0,64 1.106 0,09
2026-02-13 13F Karpus Management, Inc. 0 -100,00 0
2026-04-24 13F Essex LLC 2.180 3,91 216 3,35
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
2026-02-06 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
2026-04-21 13F Quad-Cities Investment Group, LLC 3.488 346
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
2026-01-28 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
2026-04-21 13F Trueblood Wealth Management, LLC 2.533 20,10 251 19,52
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
2026-04-24 13F Ledyard National Bank 3.206 -38,86 318 -39,20
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
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
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 5.479 25,09 544 24,26
2026-04-22 13F Evensky & Katz LLC 148.446 6,48 15 7,69
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
2026-04-27 13F Smith & Howard Wealth Management, LLC 130.666 -0,70 12.971 -1,31
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
2026-04-21 13F Wesbanco Bank Inc 1.532.631 2,00 152.144 1,37
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
2026-04-21 13F Stolz & Associates, Ps 14.889 -4,46 1.481 -4,82
2026-04-23 13F Farmers & Merchants Investments Inc 82.645 3,06 8.204 2,43
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
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 101.350 110,71 10.061 109,41
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
2026-04-22 13F TPG Advisors LLC 82.248 6,44 8.165 5,79
2026-02-02 13F Ellis Investment Partners, LLC 10.226 -2,12 1.021 -2,48
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
2026-04-21 13F Oak Wealth Advisors LLC 9.806 16,50 973 15,83
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
2026-04-15 13F Occidental Asset Management, LLC 26.378 3,82 2.619 3,19
2026-04-22 13F Vicus Capital 390.805 0,73 38.795 0,12
2026-04-03 13F Investors Research Corp 203 0,00 20 0,00
2026-04-24 13F Michels Family Financial, LLC 31.583 1,04 3.135 0,42
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
2026-04-22 13F Brandywine Asset Management, Inc. 135.175 0,08 13.389 -0,53
2026-02-11 13F Allianz Asset Management GmbH 2.950 13,46 295 13,08
2026-04-24 13F WHI TRUST Co LLC 404.787 8,93 40.183 8,27
2026-02-17 13F Northern Trust Corp 20.705.925 25,05 2.068.108 24,59
2026-04-22 13F Uniting Wealth Partners, LLC 4.440 441
2026-02-10 13F CFS Investment Advisory Services, LLC 110.872 8,07 11.074 6,72
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
2026-04-21 13F October Effect Ltd 17.060 1,22 1.694 0,59
2026-04-24 13F Canton Hathaway, LLC 48.700 0,00 4.834 -0,62
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
2026-04-24 13F Cane Capital Partners, LLC 8.779 -3,91 871 -4,50
2026-04-20 13F Independent Wealth Network Inc. 12.658 33,38 1.257 32,63
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
2026-04-22 13F Finley Financial, LLC 8.910 0,00 884 -0,56
2026-01-21 13F Y.D. More Investments Ltd 5.545 18,10 554 17,66
2026-04-21 13F Pflug Koory, LLC 1.027 1,48 102 0,00
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
2026-02-14 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
2026-04-24 13F Private Advisor Group, LLC 483.702 6,80 48.017 6,15
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
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
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
2026-04-24 13F Family Investment Center, Inc. 39.858 1,83 3.957 1,20
2026-04-24 13F Courage Miller Partners, LLC 2.805 0,00 278 -0,71
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
2026-04-22 13F Joel Isaacson & Co., LLC 4.503 0,56 447 0,00
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
2026-04-21 13F Outfitter Financial LLC 7.561 0,83 751 0,13
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
2026-04-21 13F Trust Co Of Virginia /va 11.279 -0,44 1.120 -1,06
2026-04-22 13F Janney Montgomery Scott LLC 827.495 10,26 82 10,81
2026-04-22 13F Richard Bernstein Advisors LLC 20.062 601,22 1.992 598,60
2026-02-17 13F MGB Wealth Management, LLC 3.579 0,00 358 0,00
2026-04-21 13F Narus Financial Partners, LLC 20.521 1,39 2.037 0,79
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
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 13.474 1.338
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
2026-04-22 13F Storen Legacy Partners, LLC 85.947 2,44 8.532 1,80
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
2026-04-24 13F Crux Wealth Advisors 8.333 -5,85 827 -6,45
2026-04-27 13F Fulton Breakefield Broenniman Llc 398.229 2,42 39.532 1,80
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
2026-04-24 13F Vision Financial Markets Llc 4.000 -20,00 397 -20,44
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
2026-04-24 13F rebel Financial LLC 140.193 -1,26 13.917 -1,87
2026-04-08 13F Ccg Wealth Management, Llc 11.603 229,91 1.152 227,92
2026-04-09 13F ASL Financial, LLC 2.149 0,00 213 -0,47
2026-04-24 13F Flagship Private Wealth, LLC 50.422 10,28 5.005 9,61
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
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
2026-02-03 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
2026-04-23 13F Members Wealth Llc 6.688 22,49 666 21,76
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
2026-04-22 13F Portus Wealth Advisors, LLC 4.169 -44,58 414 -45,01
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
2026-04-27 13F Sharp Financial Services, LLC 146.544 2,16 14.547 1,54
2026-02-17 13F Power Wealth Management Llc 6.386 39,04 638 38,48
2026-04-22 13F Investment Advisory Group, LLC 9.304 1,20 924 0,54
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
2026-04-23 13F Scissortail Wealth Management, LLC 198.947 19.749
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
2026-04-27 13F DB Fitzpatrick & Co, Inc 430.257 6,73 42.712 6,08
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
2026-02-04 13F CAP Partners, LLC 32.946 8,49 3.291 8,08
2026-04-21 13F PDS Planning, Inc 844.140 6,78 83.798 6,13
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
2026-02-17 13F Prosperity Consulting Group, LLC 380.971 -2,15 38.051 -2,51
2025-11-10 13F Barings Llc 0 -100,00 0
2026-04-23 13F Moss Adams Wealth Advisors LLC 20.693 -3,20 2.054 -3,79
2026-04-08 13F Capital Advisors Wealth Management, LLC 34.736 -10,27 3.448 -10,81
2026-04-24 13F Essex Financial Services, Inc. 2.120 0,09 210 -0,47
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
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 536.266 13,48 53.235 12,79
2026-04-22 13F KG&L Capital Management,LLC 31.885 -17,72 3.165 -18,22
2026-04-15 13F ERTS Wealth Advisors, LLC 6.014 0,00 597 -0,67
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
2026-04-24 13F Innova Wealth Partners 105.110 108,54 10.434 107,27
2026-02-04 13F Gray Private Wealth, LLC 4.638 3,60 463 3,35
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
2026-02-05 13F WealthPlan Investment Management, LLC 104.491 62,97 10.437 62,38
2026-04-24 13F United Community Bank 32.014 3.178
2026-04-22 13F Invera Wealth Advisors, LLC 28.676 1,43 2.847 0,81
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
2026-04-27 13F ATLas Financial Planning LLC 71.306 -1,48 7.079 -2,08
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
2026-04-21 13F S Harris Financial Group, LLC 10.757 6,30 1.068 5,64
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
2026-04-22 13F Wiser Advisor Group LLC 293 0,69 29 0,00
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
2026-04-10 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 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
2026-04-23 13F Oppenheimer & Co Inc 55.209 -7,19 5.481 -7,76
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
2026-04-27 13F GenTrust, LLC 1.045.805 0,08 103.817 -0,53
2026-04-21 13F Chapin Davis, Inc. 5.005 1,91 497 1,22
2026-01-29 13F Middleton & Co Inc/ma 3.250 0,00 325 -0,31
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
2026-02-05 13F Center for Financial Planning, Inc. 1.030.946 3,20 102.971 2,82
2026-02-12 13F Rossby Financial, LCC 9.701 13,01 969 12,69
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
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 3.868 2,95 384 2,13
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
2026-04-10 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
2026-04-21 13F Lewis Asset Management, LLC 3.869 0,00 384 -0,52
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
2026-04-23 13F McElhenny Sheffield Capital Management, LLC 2.634 -72,79 261 -72,98
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
2026-04-27 13F Allied Investment Advisors, LLC 2.309 0,00 229 -0,43
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
2026-04-23 13F Farmers & Merchants Trust Co of Chambersburg PA 1.495 0,00 0
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
2026-04-22 13F Penney Financial, LLC 45.254 1,81 4.492 1,19
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
2026-04-21 13F ADG Wealth Management Group, LLC 0 -100,00 0
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
2026-04-23 13F Sellwood Investment Partners LLC 69.862 -6,09 6.935 -6,66
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
2026-04-22 13F StoryOne LLC 0 9.341 36,49
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
2026-04-22 13F Legacy Wealth Management, Inc 40.758 4,66 4.046 4,04
2026-04-13 13F Creative Financial Designs Inc /adv 3.015 30,75 299 30,00
2026-04-21 13F Capital Investment Counsel, Inc 2.100 0,00 208 -0,48
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
2026-04-24 13F Bayban 1.426 0,00 142 -0,70
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 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
2026-04-21 13F Ackerman Asset Management, LLC 0 -100,00 0
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
2026-04-24 13F Keybank National Association/oh 1.085.741 -0,30 107.782 -0,91
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
2026-04-24 13F Medallion Wealth Advisors, LLC 927 21,02 92 21,05
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
2026-04-27 13F Liberty Atlantic Advisors LLC 62.212 64,33 6.176 63,32
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
2026-04-27 13F Independent Solutions Wealth Management, LLC 112.421 0,75 11.160 0,14
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
2026-04-23 13F Ameliora Wealth Management Ltd. 64.790 -53,82 6.432 -54,10
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
2026-04-20 13F Fort Henry Capital, LLC 304.761 3,10 30.254 2,47
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
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 11.639 0,44 1.155 -0,17
2026-04-23 13F iA Global Asset Management Inc. 846.258 4,56 84 5,00
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
2026-02-13 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
2026-02-06 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
2026-02-12 13F Schiavi & Co LLC 15.583 0,39 1.556 0,00
2026-02-06 13F BOK Financial Private Wealth, Inc. 21.121 2,48 2.110 2,08
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
2026-02-13 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
2026-02-11 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
2026-04-16 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
2026-01-23 13F Keener Financial Planning LLC 2.077 0
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
2026-01-27 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
2026-04-09 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
2026-04-21 13F Pinnacle Associates Ltd 20.960 -0,39 2.081 -1,00
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
2026-04-21 13F Financial Architects, LLC 3.180 5,82 316 5,00
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
2026-02-13 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
2026-02-17 13F VestGen Advisors, LLC 11.039 21,98 1.103 21,50
2026-04-14 13F Vestia Personal Wealth Advisors 2.188 217
2026-04-22 13F AtlasMark Financial, Inc 43.214 0,00 4.316 0,00
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
2026-04-01 13F GP Brinson Investments LLC 280.650 0,00 27.860 -0,61
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 735 -10,37 73 -11,11
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
2026-04-21 13F Highland Financial Advisors, LLC 0 -100,00 0
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
2026-04-23 13F Caliber Wealth Management, LLC / KS 304.322 12,59 30.210 11,90
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
2026-01-30 13F Caldwell Securities, Inc 1.429 0,00 143 -0,70
2026-02-09 13F Choate Investment Advisors 7.135 -67,08 713 -67,23
2026-02-17 13F Edmond De Rothschild Holding S.a. 3.449 0,00 344 -0,29
2026-02-13 13F Retirement Capital Strategies 185.897 7,01 18.567 6,61
2026-02-13 13F/A Newport Capital Group, LLC 50.686 13,13 5.062 12,71
2026-04-21 13F Forteris Wealth Management Inc. 39.790 5,55 3.950 4,89
2026-02-13 13F Gen-Wealth Partners Inc 83.315 1.524,71 707 37,35
2026-04-17 13F First Citizens Asset Management, Inc. 308.839 4,10 30.658 3,47
2026-02-02 13F Horizon Investments, LLC 247.665 10,07 24.737 10,37
2026-04-08 13F Asempa Wealth Advisors 0 -100,00 0
2026-02-04 13F HORAN Wealth, LLC 0 -100,00 0
2026-02-19 13F CI Private Wealth, LLC 1.527.634 41,51 152.034 41,84
2026-04-16 13F Arizona PSPRS Trust 0 -100,00 0 -100,00
2026-02-10 13F Colton Groome Financial Advisors, Llc 245.643 11,27 24.535 10,86
2026-04-13 13F IFP Advisors, Inc 107.181 4,40 10.640 3,76
2026-02-12 13F Alps Advisors Inc 45.215 0,00 4.516 -0,35
2026-01-30 13F Bogart Wealth, LLC 5.252 27,57 525 27,18
2026-02-17 13F Wealth Watch Advisors, INC 146 -26,26 15 -26,32
2026-04-02 13F Hilltop National Bank 220 0,00 22 0,00
2026-04-07 13F CoreCap Advisors, LLC 9.441 -4,92 937 -5,45
2026-04-27 13F Pensionmark Financial Group, Llc 263.360 -9,86 26.144 -10,41
2026-04-23 13F Accurate Wealth Management, LLC 92.880 10,40 9.225 9,47
2026-02-12 13F Johnson Financial Group, Inc. 67.023 2,83 6.694 2,45
2026-02-13 13F Resources Investment Advisors, LLC. 102.457 27,03 10.233 26,57
2026-04-14 13F Act Wealth Management, Llc 91.731 4,37 9.106 3,74
2026-04-16 13F Arizona PSPRS Trust Put 11.407.472 1.132.420
2026-01-21 13F Palumbo Wealth Management LLC 5.734 573
2026-04-16 13F BridgePort Financial Solutions, LLC 10.146 5,72 1.007 5,11
2026-02-06 13F Van Hulzen Asset Management, LLC 112.586 -0,51 11.245 -0,88
2026-04-08 13F Brady Family Wealth, Llc 7.971 0,00 791 -0,63
2026-04-09 13F Diversified Management Inc 2.095 0,72 208 0,00
2026-02-10 13F Yukon Wealth Management, Inc. 11.414 1,21 1.137 0,62
2026-04-09 13F Veracity Capital LLC 7.755 4,75 770 4,06
2026-04-24 13F RKL Wealth Management LLC 64.426 -3,32 6.396 -3,91
2026-02-05 13F Blume Capital Management, Inc. 0 -100,00 0
2026-02-13 13F Mariner, LLC 12.060.633 11,50 1.204.617 11,09
2026-01-27 13F Penobscot Investment Management Company, Inc. 2.115 0,00 211 -0,47
2026-02-18 13F Crusonia Wealth Advisors LLC 4.553 455
2026-02-20 13F Wick Capital Partners, LLC 10.309 205
2026-04-10 13F Naviter Wealth, LLC 0 -100,00 0
2026-04-10 13F Putney Financial Group LLC 3.549 -26,78 352 -27,27
2026-01-28 13F SilverOak Wealth Management LLC 2.237 0,00 223 -0,45
2026-02-06 13F Northwest Wealth Advisors, LLC 2.048 205
2026-04-10 13F PFW Advisors LLC 0 -100,00 0
2026-04-27 13F HTG Investment Advisors, Inc. 129.859 8,17 12.891 7,51
2026-02-10 13F Heritage Trust Co 6.440 -3,62 643 -3,89
2026-02-04 13F Timonier Family Office, LTD. 110.467 6,48 11.033 6,09
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-17 13F Andina Capital Management, LLC 78.574 -23,61 7.800 -24,07
2026-02-12 13F Skopos Labs, Inc. 663.912 380,54 66.497 387,16
2026-04-22 13F Horizon Bancorp Inc /in/ 0 -100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 3.094 -22,88 307 -23,44
2026-02-09 13F PSI Advisors, LLC 11.032 48,82 1.102 48,18
2026-02-12 13F Great Valley Advisor Group, Inc. 313.861 2,85 31.348 2,47
2026-02-11 13F IMA Wealth, Inc. 604 0,00 60 0,00
2026-02-13 13F TritonPoint Partners, LLC 39.876 3.983
2025-11-04 13F Guerra Advisors Inc 4.603 -6,75 461 -5,73
2026-04-16 13F Uhlmann Price Securities, Llc 24.927 2.462
2026-02-17 13F Crabel Capital Management, LLC 75.181 47,68 7.509 47,15
2026-01-29 13F Bravias Capital Group, LLC 3.028 -6,77 302 -7,08
2026-02-11 13F CNB Bank 1.647 -8,35 165 -8,89
2026-02-06 13F Larson Financial Group LLC 22.320 1,07 2.229 0,72
2026-02-11 13F J.Safra Asset Management Corp 35.315 20,78 3.527 20,33
2026-01-26 13F AE Wealth Management LLC 75.123 9,55 7.503 9,15
2026-02-05 13F Noesis Capital Mangement Corp 2.946 14,19 294 13,95
2026-01-23 13F Sumitomo Mitsui Trust Holdings, Inc. 992.594 0,00 99.140 -0,37
2026-04-17 13F Legacy Wealth Partners, LLC 481.289 -4,29 47.778 -4,87
2026-02-13 13F Global Endowment Management, LP 141.206 0,21 14.104 -0,16
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 9.829 -4,38 976 -4,97
2026-04-16 13F Brookstone Capital Management 940.878 -2,94 93.401 -3,53
2026-04-21 13F Unique Wealth, Llc 335.535 1,01 33.309 0,40
2026-02-12 13F Tiemann Investment Advisors, Llc 206.542 5,91 20.629 5,52
2026-04-21 13F Old National Bancorp /in/ 754.871 1,40 74.936 0,78
2026-02-06 13F Summit Wealth Group, LLC 69.424 0,26 6.934 -0,10
2026-02-10 13F North Berkeley Wealth Management, LLC 38.310 66,90 3.826 66,28
2026-04-17 13F AdvisorNet Financial, Inc 338.179 1,99 33.571 1,37
2026-02-10 13F KERR FINANCIAL PLANNING Corp 6.946 6,24 695 6,12
2026-04-23 13F Vista Investment Partners Ii, Llc 38.395 7,84 3.811 7,17
2026-01-28 13F Core Wealth Management, Inc. 24.077 -3,17 2.405 -3,53
2026-02-17 13F Teucrium Investment Advisors, LLC 23.836 2.381
2026-02-24 13F Astoria Portfolio Advisors LLC. 0 -100,00 0 -100,00
2026-04-21 13F Merkkuri Wealth Advisors LLC 52.044 -2,70 5.166 -3,29
2026-01-26 13F Northwest Financial Advisors 0 -100,00 0
2026-04-14 13F American State Bank (Iowa) 28.365 -18,94 2.816 -19,46
2025-11-14 13F Financial Advisors Network, Inc. 2.328 -1,61 233 -0,43
2026-04-23 13F Harbor Investment Advisory, Llc 90 -71,15 9 -74,19
2026-02-05 13F Thayer Partners, LLC / MA 205.807 20.556
2026-02-13 13F First Trust Advisors Lp 32.078 3,61 3.204 3,22
2026-01-29 13F RMG Wealth Management LLC 2.834 168
2026-02-05 13F United Bank 5.793 106,82 579 106,43
2026-02-10 13F Beaumont Capital Management, LLC 12.677 -51,94 1.266 -52,12
2026-01-26 13F Whittier Trust Co 62.143 -1,55 6.216 -1,71
2026-02-10 13F MGO Private Wealth, LLC 95.584 -2,21 9.547 -2,57
2026-04-17 13F CENTRAL TRUST Co 45.944 27,93 4.561 27,16
2025-11-17 13F Mittelman Wealth Management 0 -100,00 0 -100,00
2026-01-21 13F Bluestem Financial Advisors, Llc 43.820 -2,51 4.377 -2,86
2026-02-03 13F International Assets Investment Management, Llc 19.073 -20,53 1.905 -19,62
2026-02-17 13F Imprint Wealth LLC 0 -100,00 0
2026-04-23 13F Global Trust Asset Management, LLC 547 101,10 54 100,00
2026-02-11 13F Patron Partners Advisors, Llc 8.144 -3,62 813 -4,01
2026-01-29 13F Concurrent Investment Advisors, LLC 353.127 26,59 35.270 26,12
2025-11-14 13F Strategic Wealth Designers 0 -100,00 0 -100,00
2025-11-13 13F Lavaca Capital Llc Call 0 -100,00 0
2026-02-12 13F Jane Street Group, Llc Put 3.200 320
2026-02-12 13F Elite Financial, Inc. 2.967 0,00 0
2026-04-13 13F Woodside Wealth Management LLC 3.676 -41,72 365 -42,13
2026-04-27 13F Soltis Investment Advisors LLC 30.903 -0,09 3.068 -0,71
2026-02-04 13F Independent Advisor Alliance 57.898 -6,96 5.783 -7,31
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 0 -100,00 0
2026-04-27 13F Truist Financial Corp 7.510.131 -1,71 745.531 -2,31
2026-02-06 13F Little House Capital Llc 47.243 -4,21 4.719 -4,57
2026-04-22 13F Chemung Canal Trust Co 234.202 0,01 23.249 -0,59
2026-01-08 13F Chesapeake Asset Management Llc 404 20,96 40 21,21
2026-02-11 13F Endeavor Private Wealth, Inc. 46.541 -16,83 4.648 -17,13
2026-01-28 13F Financial Perspectives, Inc 190 0,00 19 -5,26
2026-04-20 13F Wall Capital Group, Inc. 17.527 0,26 1.740 -0,40
2026-01-27 13F/A Capital Performance Advisors Llp 341.253 21,64 34.084 21,19
2026-02-11 13F Prudent Man Advisors, LLC 8.688 868
2026-02-03 13F Primoris Wealth Advisors, Llc 2.070 0,00 207 -0,48
2026-03-04 13F Hayek Kallen Investment Management 0 -100,00 0
2026-04-07 13F Stonekeep Investments, LLC 37.393 0,10 3.712 123.633,33
2026-02-13 13F Destination Wealth Management 1.593.546 3,55 159.163 3,16
2026-02-05 13F Halter Ferguson Financial Inc. 17.563 1,55 1.754 1,21
2026-04-21 13F Shepherd Street Advisors LLC 13.276 31,46 1.318 30,65
2026-02-12 13F Systematic Alpha Investments, LLC 72.000 0,00 7.191 -0,37
2026-02-13 13F LM Advisors LLC 425 -88,53 4
2026-04-20 13F Hixon Zuercher, LLC 0 -100,00 0
2026-02-04 13F Dynamic Wealth Strategies, LLC 25 0,00 2 0,00
2026-02-17 13F Hanover Advisors Inc 8.176 -4,26 817 -4,67
2026-02-12 13F Jane Street Group, Llc Call 18.400 50,82 1.838 50,20
2026-04-16 13F Envision Financial LLC 40.283 19,97 3.999 19,24
2026-02-09 13F King Luther Capital Management Corp 10.325 1,46
2026-01-14 13F Ballew Advisors, Inc 0 -100,00 0
2026-02-17 13F GeoWealth Management, LLC 79.712 71,11 7.962 70,47
2025-11-05 13F Fullcircle Wealth Llc 2.280 0,31 228 1,33
2026-02-17 13F IHT Wealth Management, LLC 131.151 11,29 13.099 10,88
2026-04-24 13F My Purposeful Wealth Corp. 4.910 -58,52 487 -58,80
2026-02-06 13F EverSource Wealth Advisors, LLC 6.837 132,47 683 131,97
2026-02-10 13F Koss-Olinger Consulting, LLC 703.413 111,52 70.257 112,98
2026-02-13 13F Brown Advisory Inc 294.922 10,47 29.457 10,07
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-04-20 13F City State Bank 74.282 6,36 7.374 5,71
2026-01-29 13F Carmel Capital Partners, LLC 10.337 17,04 1.032 16,61
2026-04-24 13F Retirement Systems of Alabama 27.899 0,00 2.770 -0,61
2026-02-10 13F Goldman Sachs Group Inc 14.390.669 -2,84 1.437.340 -3,19
2026-02-11 13F Cedar Point Capital Partners, LLC 9.398 172,88 939 171,88
2026-01-29 13F Golden State Equity Partners 95.916 1,56 9.580 1,19
2026-02-09 13F Integrity Advisory Solutions, LLC 25.618 2,18 2.559 1,79
2026-04-06 13F Washington Trust Advisors, Inc. 89 0,00 9 0,00
2026-04-23 13F SJS Investment Consulting Inc. 226 2,26 22 0,00
2026-04-23 13F Ellenbecker Investment Group 822.182 12,38 81.618 11,69
2026-04-22 13F Stone House Investment Management, LLC 8.986 0,73 892 0,11
2026-04-22 13F Smallwood Wealth Investment Management, LLC 1.038 -0,10 103 0,00
2026-04-14 13F Patriot Investment Management Inc. 199.731 0,72 19.827 0,11
2026-04-21 13F Columbus Macro, LLC 86.453 4,79 8.582 4,15
2026-02-13 13F Centaurus Financial, Inc. 3.325 11,13 0
2026-02-13 13F North Ridge Wealth Advisors, Inc. 363 15,61 36 16,13
2026-02-25 13F Westshore Wealth, LLC 3.389 0,00 338 -0,29
2026-04-09 13F Noble Family Wealth, LLC 9.861 -2,33 979 -2,98
2026-03-10 13F Advisortrust Partners, Llc 5.300 529
2026-04-20 13F Parkway Wealth Management Group, LLC 120.689 3,54 12.007 3,14
2026-04-13 13F Stockman Wealth Management, Inc. 27.989 2,95 2.778 2,32
2026-02-17 13F Capital Insight Partners, Llc 234.552 -12,11 23.427 -12,44
2026-04-07 13F Five Oceans Advisors 9.375 -7,98 931 -8,55
2026-02-09 13F Simplify Asset Management Inc. 2.800.131 -0,09 279.677 -0,46
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-21 13F Northern Lights Advisors, Inc. 45.908 2,56 4.557 1,95
2026-02-13 13F Hurley Capital, LLC 148 0,00 15 0,00
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 1.042.076 -0,38 103.447 -0,99
2026-02-05 13F Pinnacle Financial Group, LLC / IL 78.849 12,56 7.875 12,15
2026-02-17 13F Susquehanna International Group, Llp Put 0 -100,00 0
2026-04-20 13F Fairvoy Private Wealth, LLC 10.134 -7,49 1.006 -8,04
2026-04-08 13F Cambridge Financial Group, LLC 0 -100,00 0
2026-01-07 13F Permanent Capital Management, LP 138.582 1,68 13.842 1,30
2026-01-28 13F CAPROCK Group, Inc. 8.544 0,89 853 1,31
2026-02-12 13F Cutler Investment Counsel Llc 3.314 5,98 331 5,75
2026-04-16 13F Phillips Financial Management, Llc 185.469 -22,82 18.411 -23,29
2026-04-16 13F Smith Thornton Advisors LLC 9.869 -0,27 980 -0,91
2026-04-27 13F V-Square Quantitative Management LLC 1.269.238 0,00 125.997 -0,61
2026-02-02 13F Your Advocates Ltd., LLP 750 468,18 75 469,23
2026-04-08 13F DiNuzzo Private Wealth, Inc. 12 0,00 1 0,00
2026-04-20 13F YANKCOM Partnership 78 0,00 8 0,00
2026-02-13 13F Glen Eagle Advisors, LLC 4.339 10,69 433 10,46
2026-01-30 13F Citizens National Bank Trust Department 220 -12,00 22 -16,00
2026-02-05 13F Prairieview Wealth Partners, Llc 143.182 2,85 14.301 2,47
2026-02-17 13F Rakuten Investment Management, Inc. 118.910 0,00 11.922 0,00
2026-04-20 13F Kastel Capital Advisors, LLC 52.953 0,00 5.289 0,00
2026-04-20 13F Ritholtz Wealth Management 1.243.118 3,90 123.404 3,26
2026-01-28 13F Manuka Financial, LLC 4.009 -1,69 400 -1,96
2026-02-13 13F Icon Wealth Advisors, LLC 2.148 -31,92 215 -32,28
2026-02-06 13F Cullen/frost Bankers, Inc. 1.021.078 113,37 101.985 112,58
2026-02-13 13F Tcfg Wealth Management, Llc 0 -100,00 0 -100,00
2026-02-11 13F Townsquare Capital Llc 0 -100,00 0 -100,00
2026-04-14 13F Peak Wealth Management LLC 4.143 -0,89 411 -1,44
2026-02-10 13F Greenspring Advisors, LLC 883.168 173,02 88.211 172,01
2026-04-22 13F SC&H Financial Advisors, Inc. 33.616 16,50 3.337 15,83
2026-02-11 13F Manchester Capital Management LLC 310 31
2026-01-15 13F Frank, Rimerman Advisors LLC 3.996 0,00 399 -0,25
2026-04-13 13F Cyndeo Wealth Partners, LLC 25.219 2,45 2.504 1,83
2026-04-14 13F FC Advisory LLC 149.888 3,95 14.879 3,31
2026-02-17 13F Hancock Whitney Corp 282.206 2,83 28.187 2,45
2026-04-10 13F Harpswell Capital Advisors, LLC 104.007 40,61 10.325 39,74
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10.827 88,79 1.081 88,33
2026-01-21 13F/A Efficient Advisors, LLC 494.617 -20,34 49.402 -20,63
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 17.437 3,32 1.731 2,67
2026-04-20 13F Aegis Wealth Management, Inc. 2.107 209
2026-02-13 13F Change Path, LLC 60.131 -17,46 6.006 -17,77
2026-04-24 13F Stock Yards Bank & Trust Co 39.973 31,12 3.968 30,35
2026-02-06 13F New Millennium Group LLC 3.065 164,45 306 163,79
2026-02-13 13F PYA Waltman Capital, LLC 4.892 489
2026-04-10 13F Quaker Wealth Management, LLC 80 0,00 8 0,00
2025-10-30 13F Atlas Legacy Advisors, LLC 0 -100,00 0
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 19.594 4,38 1.945 3,79
2026-02-10 13F Blue Barn Wealth, LLC 61.088 -49,43 6.102 -49,62
2026-01-21 13F Rocky Mountain Advisers, Llc 250 0,00 25 -4,00
2026-04-16 13F Capital Advisors, Ltd. LLC 4.822 -4,33 0
2026-02-12 13F Richard W. Paul & Associates, LLC 152.954 20,88 15.277 20,43
2026-02-17 13F Captrust Financial Advisors 6.051.425 12,04 604.416 11,62
2026-02-10 13F Calton & Associates, Inc. 6.322 9,08 631 8,61
2026-04-16 13F Johnson Bixby & Associates, LLC 4.138 0,00 411 -0,73
2026-02-09 13F Wellington Shields & Co., LLC 2.915 291
2026-01-26 13F/A Phocas Financial Corp. 2.791 279
2026-04-09 13F Rockingstone Advisors LLC 3.500 0,00 347 -0,57
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 19.029 -1,03 1.901 -1,40
2026-04-16 13F Capital Investment Advisors, LLC 15.993 5,91 1.588 5,24
2026-04-24 13F Livet Wealth, LLC 80.134 3,22 7.955 2,59
2026-04-07 13F Fragasso Group Inc. 2.247 -5,31 223 -5,93
2026-02-17 13F Core Wealth Partners LLC 25.754 13,47 2.572 13,05
2026-04-09 13F Aletheian Wealth Advisors LLC 28.788 -11,22 2.858 -12,09
2026-02-13 13F Balanced Rock Investment Advisor 5.314 0,00 531 -0,38
2026-01-26 13F Thomasville National Bank 2.655 0,00 265 -0,38
2026-04-14 13F Prospera Financial Services Inc 137.226 -6,00 13.627 -6,58
2026-04-15 13F Zullo Investment Group, Inc. 0 -100,00 0
2026-03-31 13F Sankala Group LLC 36 0,00 4 0,00
2026-01-20 13F ETF Portfolio Partners, Inc. 315.193 2,96 31.481 2,58
2026-04-23 13F Ironwood Wealth Management, LLC. 117 -7,14 12 -8,33
2026-02-13 13F GM Advisory Group, Inc. 78.321 -5,34 7.823 -5,69
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 3.444.118 10,05 346.387 9,78
2026-04-22 13F Riverbend Wealth Management, LLC 3.198 0,03 317 -0,63
2026-04-15 13F Exchange Traded Concepts, Llc 2.426.044 4,42 240.833 3,78
2026-04-23 13F/A Private Wealth Group, LLC 13.886 0,00 1.378 -0,58
2026-02-27 13F Compass Financial Services Inc 929 0,98 93 0,00
2026-04-21 13F Maseco Llp 6.138 -23,93 609 -24,35
2026-04-24 13F Ndwm Llc 119.130 269,92 11.826 267,69
2026-01-23 13F Diversify Advisory Services, LLC 141.975 217,80 14.205 217,69
2026-04-22 13F Coston, McIsaac & Partners 45 0,00 0
2026-01-06 13F Advance Capital Management, Inc. 3.983 -8,37 398 -8,74
2026-04-10 13F Benin Management CORP 2.792 0,00 277 -0,36
2026-04-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-04-16 13F Rockland Trust Co 8.526 -67,95 846 -68,15
2026-02-19 13F Atomi Financial Group, Inc. 271.627 0,94 27.130 0,57
2026-02-09 13F Smithfield Trust Co 394.323 7,37 39 8,33
2026-04-24 13F Petros Family Wealth, LLC 13.965 -5,50 1.386 -6,10
2026-02-13 13F Prudential Financial Inc 2.802.904 -6,64 280.617 -6,16
2026-02-03 13F Chesapeake Wealth Management 185.510 6,26 18.529 5,87
2026-04-24 13F Williams Financial, LLC 2.097 208
2026-02-13 13F Croban 65.914 73,30 6.583 72,69
2025-11-13 13F Dow Chemical Co /de/ 0 -100,00 0
2026-01-26 13F Riverview Trust Co 25.819 0,00 2.579 -0,39
2026-02-10 13F Linscomb & Williams, Inc. 63.256 -2,07 6.318 -2,42
2026-02-10 13F Rock Creek Group, LP 584.410 -2,00 58.371 -2,37
2026-04-15 13F Cypress Wealth Services, LLC 2.953 -3,78 293 -4,25
2026-02-02 13F Breakwater Investment Management 1.033 0,00 103 0,00
2026-04-21 13F Pacific Park Financial, Inc. 40.792 14,80 4.049 14,09
2026-02-18 13F EP Wealth Advisors, Inc. 2.780.493 17,29 277.716 18,09
2025-11-14 13F Goldman Sachs Group Inc Put 0 -100,00 0 -100,00
2026-02-10 13F Verus Capital Partners, Llc 6.755 11,51 675 11,04
2026-02-23 13F Sonoma Allocations LLC 103.256 2.196,11 10.296 2.167,84
2026-04-08 13F Orrstown Financial Services Inc 13.875 -29,53 1.377 -29,96
2026-02-11 13F Wealthgarden F.s. Llc 2.089 -11,41 209 -12,18
2026-04-23 13F Impact Partnership Wealth, LLC 2.709 24,10 269 22,94
2026-02-12 13F Adviser Investments LLC 7.986.037 11,79 797.645 11,38
2026-04-15 13F Alhambra Investment Partners LLC 29.513 -0,46 2.930 -1,08
2026-02-05 13F RiverFront Investment Group, LLC 0 -100,00 0
2026-04-24 13F Verus Wealth Management, Llc 8.057 1,33 800 0,63
2026-01-07 13F Sagespring Wealth Partners, Llc 24.483.419 0,24 100.227 5,88
2026-02-17 13F Blue Chip Partners, Inc. 111.373 1,90 11.124 1,52
2026-04-08 13F JGP Wealth Management, LLC 52.906 -10,27 5.252 -10,80
2026-04-22 13F Sykon Capital Llc 3.685 3,08 366 2,24
2026-01-27 13F Duncker Streett & Co Inc 2.735 0,00 273 -0,36
2025-11-07 13F Pallas Capital Advisors LLC 0 -100,00 0
2026-04-15 13F Weil Company, Inc. 9.297 -29,43 923 -29,89
2026-04-06 13F Private Client Services, Llc 76.719 -1,07 7.616 -1,68
2026-01-30 13F Carrera Capital Advisors 18.504 11,34 1.848 10,92
2026-04-13 13F Chris Bulman Inc 21.922 -15,16 2.176 -15,66
2026-02-05 13F Stephens Inc /ar/ 207.813 10,88 20.756 10,47
2026-01-13 13F Norden Group Llc 0 -100,00 0
2026-04-13 13F Fiduciary Financial Group, Llc 13.496 -0,07 1.340 -0,67
2026-04-07 13F Farmers Trust Co 2.374 236
2026-02-11 13F Landing Point Financial Group, LLC 20.726 -5,36 2.070 -5,69
2026-04-27 13F Garrett Wealth Advisory Group, LLC 0 -100,00 0
2026-02-18 13F Beacon Pointe Advisors, LLC 894.760 14,89 89.369 14,46
2026-01-22 13F Bear Mountain Capital, Inc. 311 0,65 31 0,00
2026-01-28 13F Diversified Enterprises, LLC 178.432 4,20 17.822 3,81
2026-02-09 13F Keating Financial Advisory Services, Inc. 24.693 2.466
2026-01-27 13F Brighton Jones Llc 0 -100,00 0 -100,00
2025-11-14 13F Wolverine Trading, Llc Call 105.300 -20,65 10.557 -19,47
2025-11-14 13F Wolverine Trading, Llc 4.379 439
2026-04-24 13F Peoples Bank /oh 5.000 496
2025-10-27 13F First United Bank Trust/ 0 -100,00 0
2025-10-30 13F Canopy Partners, LLC 0 -100,00 0
2026-02-13 13F OpenArc Corporate Advisory, LLC 36.451 3.641
2026-04-14 13F GoalFusion Wealth Management, LLC 523.677 4,78 51.985 4,14
2026-02-09 13F Cary Street Partner Investment Advisory Llc 3.500 -44,15 350 -44,43
2026-04-15 13F Stordahl Capital Management, Inc. 2.903 0,00 288 -0,35
2026-04-13 13F Lake Street Financial Llc 42.408 10,37 4.210 9,70
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 1.399.370 5,76 140 5,30
2026-02-12 13F Wealthspire Advisors, LLC 164.341 -55,13 16.414 -55,30
2026-04-13 13F Bourgeon Capital Management Llc 12.389 -29,22 1.230 -29,69
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 388.878 4,09 38.841 3,71
2026-04-15 13F Bernardo Wealth Planning LLC 6.355 1,10 631 0,48
2026-04-15 13F Hengehold Capital Management Llc 0 -100,00 0
2026-04-27 13F Nvwm, Llc 28.548 -39,00 2.834 -39,39
2026-02-03 13F American Financial Advisors, LLC 2.281 -6,97 228 -7,35
2026-04-21 13F Maltin Wealth Management, Inc. 2.427 0,66 241 0,00
2026-02-02 13F Long Run Wealth Advisors, LLC 30.850 2,16 3.081 1,78
2026-04-15 13F Atwood & Palmer Inc 10 1
2026-04-10 13F Sunflower Bank, N.A. 261.519 -7,22 25.961 -7,79
2026-04-27 13F Latitude Advisors, LLC 8.768 13,28 870 12,55
2026-04-03 13F Global Wealth Strategies & Associates 4 0,00 0
2026-02-04 13F Dogwood Wealth Management LLC 3.435 5,05 343 4,89
2026-01-21 13F South Shore Capital Advisors 0 -100,00 0
2026-01-30 13F Aries Wealth Management 26.264 19,19 2.623 18,74
2026-02-03 13F Black Diamond Financial, LLC 426.781 8,17 42.627 7,77
2026-02-13 13F Ieq Capital, Llc 119.047 156,40 11.890 155,48
2026-02-12 13F StoneX Group Inc. 69.577 -23,42 6.951 -23,69
2026-04-10 13F Melfa Wealth Management, Llc 8.047 13,74 799 13,03
2026-02-10 13F Florida Financial Advisors, Llc 4.168 25,81 416 25,30
2026-01-30 13F American Capital Advisory, LLC 811 0,00 81 0,00
2026-01-27 13F Summit Financial Strategies, Inc. 4.457 -16,46 445 -16,67
2026-04-10 13F Eagle Wealth Strategies Llc 0 -100,00 0
2025-11-13 13F Riggs Asset Managment Co. Inc. 0 -100,00 0
2026-02-13 13F Ingalls & Snyder Llc 11.834 -4,29 1 0,00
2026-02-17 13F Gladstone Institutional Advisory LLC 15.777 -24,93 1.576 -25,21
2026-01-27 13F Seeds Investor Llc 2.109 211
2026-02-04 13F Wsfs Capital Management, Llc 164.769 130,04 16.457 129,21
2026-04-20 13F Hoge Financial Services, Llc 9.162 7,52 909 6,82
2026-02-09 13F LifePlan Investment Advisors, Inc. 120.122 3,65 11.998 3,27
2026-02-12 13F Sepio Capital, LP 16.970 -0,61 1.695 -0,99
2026-01-23 13F Destiny Capital Corp/CO 78.437 1,98 7.834 1,61
2026-01-28 13F Dentgroup LLC 6.695 -3,43 669 -3,75
2026-02-17 13F Twin Focus Capital Partners, Llc 159.772 17,45 15.958 17,02
2026-02-10 13F Rice Partnership, LLC 1.769 0,00 177 -0,56
2026-02-10 13F MB Generational Wealth, LLC 3.001 0,00 300 -0,33
2026-04-07 13F Orgel Wealth Management, LLC 11.615 -2,67 1.153 -3,19
2026-02-05 13F Accredited Investors Inc. 30.597 4,99 3.056 4,62
2026-04-22 13F Capital Management Associates, Inc 52.370 -7,60 5.199 -8,18
2026-04-09 13F Tompkins Financial Corp 204 0,00 20 0,00
2026-04-17 13F Murphy & Mullick Capital Management Corp 109 0,00 11 0,00
2026-02-11 13F Red Cedar Investment Management, Llc 231.475 15,46 23.120 15,03
2026-02-17 13F Running Point Capital Advisors, LLC 24.892 -1,43 2.486 -1,78
2026-02-13 13F Boston Partners 46.005 3,35
2026-04-09 13F Firethorn Wealth Partners, Llc 4.893 -33,06 486 -33,56
2026-02-10 13F Rothschild Investment Llc 2.195 -10,08 219 -10,25
2026-04-23 13F Inman Jager Wealth Management, LLC 7.102 7,75 705 7,14
2026-02-10 13F Welch & Forbes Llc 20.280 13,80 2.026 13,38
2026-02-13 13F Northstar Group, Inc. 3.630 0,00 363 -0,28
2026-02-13 13F Barclays Plc 51.033 11.240,67 5.097 11.226,67
2026-04-07 13F Howard Financial Services, Ltd. 2.645 -40,13 263 -40,59
2026-02-04 13F Money Concepts Capital Corp 125.064 -15,52 12.491 -15,83
2026-04-27 13F BIP Wealth, LLC 2.548 253
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 2.429 -7,36 241 -7,66
2026-01-26 13F Mountain Hill Investment Partners Corp. 19 5,56 2 0,00
2025-10-28 13F CarsonAllaria Wealth Management, Ltd. 0 -100,00 0
2026-02-04 13F BCJ Capital Management, LLC 5.607 -4,59 560 -5,09
2026-02-11 13F O'shaughnessy Asset Management, Llc 2.418.608 6,51 241.571 6,11
2026-02-04 13F First Foundation Advisors 149.292 -19,77 14.911 -20,07
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0
2026-01-26 13F Cwm, Llc 719.445 5,54 72 4,41
2026-02-24 13F SG Trading Solutions, LLC 136.798 14
2026-02-12 13F Eley Financial Management, Inc 260.590 2,70 26.028 2,32
2026-01-21 13F West Paces Advisors Inc. 0 -100,00 0
2026-02-09 13F Coldstream Capital Management Inc 1.274.200 -1,14 127.267 -1,50
2026-02-11 13F Tradition Wealth Management, LLC 37.392 3,01 3.735 2,64
2026-02-13 13F HFG Advisors, Inc. 3.044 304
2026-02-17 13F NEOS Investment Management LLC 654.351 24,21 65.357 24,16
2026-04-20 13F Banque Cantonale Vaudoise 1.100 0,00 109 -0,91
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 12.235 0,44 1.215 -0,16
2026-04-23 13F SageGuard Financial Group, LLC 2.283 -11,55 227 -12,06
2026-02-09 13F Kestra Investment Management, LLC 4.135 -0,02 413 -0,24
2026-02-12 13F Planning Project LLC 558.699 55.803
2026-02-17 13F TCG Advisory Services, LLC 6.248 -28,32 624 -28,52
2026-03-20 13F Purpose Unlimited Inc. 22.671 2.264
2026-02-19 13F CBM Financial, LLC 65.382 7,26 6.594 10,84
2026-04-24 13F Slow Capital, Inc. 138.668 6,24 13.766 5,58
2026-04-21 13F Vise Technologies, Inc. 197.400 0,00 19.716 0,00
2026-02-09 13F Atticus Wealth Management, Llc 2.650 1,34 265 0,76
2026-04-14 13F Quantum Financial Planning Services, Inc. 32.456 -4,61 3.222 -5,21
2026-04-08 13F Mma Asset Management Llc 7.012 13,54 696 12,99
2026-04-23 13F Granite Harbor Advisors, Inc. 153.314 -3,28 15.220 -3,87
2026-04-21 13F Grey Fox Wealth Advisors, LLC 289.549 4,07 28.744 3,44
2026-04-23 13F Kampmann Melissa S. 10.508 0,00 1.043 -0,67
2026-02-10 13F Turn8 Private Wealth Inc. 25.256 0,84 2.523 0,48
2026-02-12 13F Gould Capital, LLC 25 56,25 2 100,00
2026-04-22 13F TBH Global Asset Management, LLC 63.904 -19,00 6.344 -19,49
2025-10-28 13F First National Corp /ma/ /adv 137.885 -0,14 13.813 0,85
2026-02-11 13F Deutsche Bank Ag\ 108 21,35 11 25,00
2026-04-07 13F Central Bank & Trust Co 123.839 -3,79 12.293 -4,38
2026-03-02 13F Reflection Asset Management 2.433 243
2026-02-03 13F Harel Insurance Investments & Financial Services Ltd. 2.278 3,08 0
2026-04-23 13F Unify Financial Advisors 6.900 0,00 685 -0,73
2026-02-10 13F WCG Wealth Advisors LLC 126.189 83,25 12.603 82,57
2026-02-13 13F Acorns Advisers, LLC 13.181.459 5,04 1.317 4,61
2026-04-14 13F Heirloom Wealth Management 6.161 612
2026-02-10 13F Winthrop Capital Management, LLC 32.506 -19,92 3 -25,00
2026-04-16 13F First Merchants Corp 317.722 -0,72 31.540 -1,32
2026-02-03 13F Bokf, Na 532.779 51,29 53.214 50,74
2026-04-23 13F Signature Securities Group Corporation 33.451 -20,51 3.321 -21,01
2026-02-13 13F Rhumbline Advisers 479.476 -7,51 47.890 -7,85
2026-02-17 13F Guardian Partners Inc. 0 -100,00 0
2026-02-26 13F Ssa Swiss Advisors Ag 3.311 -15,62 331 -16,03
2026-02-12 13F FineMark National Bank & Trust 37.033 13,55 3.699 13,12
2026-02-02 13F Heritage Financial Services, LLC 83.382 6,29 8.328 5,90
2026-01-15 13F Gleason Group, Inc. 0 -100,00 0
2026-04-10 13F Aquire Wealth Advisors, LLC 143.135 -0,27 14.209 -0,88
2026-02-10 13F Weaver Consulting Group 4.316 24,09 431 23,85
2026-04-13 13F JCIC Asset Management Inc. 315 0,00 31 0,00
2026-01-14 13F Global View Capital Management LLC 17.557 -42,10 1.754 -42,32
2026-02-02 13F Benjamin Edwards Inc 236.209 56,95 23.593 56,37
2026-02-09 13F Arista Wealth Management, LLC 29.173 -24,94 2.914 -25,23
2026-03-12 13F Vericrest Private Wealth 72.847 -18,59 7.276 -20,04
2026-01-12 13F Canvas Wealth Advisors, LLC 55.444 9,34 5.538 9,00
2026-02-13 13F Magnolia Capital Advisors Llc 18.815 26,12 1.879 25,69
2025-11-10 13F Bleakley Financial Group, LLC 0 -100,00 0
2026-02-11 13F Prestige Wealth Management Group LLC 14 0,00 1 0,00
2026-02-18 13F First Citizens Bank & Trust Co 692.093 -3,29 69.126 -3,65
2026-04-20 13F Davidson Trust Co 39.216 5,62 3.893 4,96
2026-04-24 13F Heritage Oak Wealth Advisors Llc 2.071 -2,27 206 -2,84
2026-04-08 13F Dynamic Advisor Solutions LLC 42.267 10,70 4.196 10,02
2026-02-05 13F Odyssey Capital Advisors, Inc. 3.496 349
2026-02-03 13F RWM Asset Management, LLC 0 -100,00 0 -100,00
2026-02-11 13F Prudential Plc 2.000 0,00 200 -0,50
2026-04-14 13F Amicus Financial Advisors, LLC 7.903 0,05 784 -0,51
2026-02-06 13F FourThought Financial Partners, LLC 62.087 12,36 6.201 11,95
2026-02-17 13F Gotham Asset Management, LLC 367.183 0,10 36.674 -0,27
2026-02-11 13F North Dallas Bank & Trust Co 4.030 403
2026-04-09 13F Pacifica Partners Inc. 2.012 53,47 200 53,08
2026-02-11 13F Bradley & Co. Private Wealth Management, LLC 302 18,90 30 20,00
2026-04-27 13F Canal Capital Management, LLC 25.482 -53,29 2.530 -53,58
2026-04-15 13F Diligent Investors, LLC 20.010 1,47 1.986 0,86
2026-02-10 13F Baker Avenue Asset Management, LP 904.246 7,24 90.316 6,84
2026-02-02 13F Pillar Financial Advisors, LLC 118 -28,05 12 -31,25
2026-02-17 13F Summit Global Investments 613.396 1,34 61 1,67
2026-01-23 13F Carnegie Capital Asset Management, LLC 8.163 22,09 815 21,64
2026-04-22 13F McLean Asset Management Corp 36.568 96,83 3.630 94,74
2026-01-26 13F Childress Capital Advisors, Llc 10.539 15,05 1.053 14,60
2026-01-30 13F W.G. Shaheen & Associates DBA Whitney & Co 8.927 1,48 892 1,14
2026-04-10 13F Linden Thomas Advisory Services, LLC 2.729 14,47 271 13,45
2026-02-11 13F Invst, LLC 2.213 4,19 221 4,25
2026-02-02 13F Gouws Capital LLC 4.000 0,00 400 -0,50
2026-04-21 13F Grimes & Company, Inc. 152.565 -1,16 15.145 -1,76
2026-02-17 13F Delaware Management Holdings, Inc. 644.897 64.412
2026-01-26 13F Invested Advisors 52.112 6,08 5.205 9,81
2026-04-22 13F Traveka Wealth, LLC 16.249 42,54 1.613 41,74
2026-02-11 13F Investure, LLC 7.345 734
2026-02-13 13F Ubs Asset Management Americas Inc 5.617 561
2026-04-20 13F WealthSpring Partners, LLC 70.439 3,50 6.992 2,87
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-02-12 13F South Dakota Investment Council 2.821.235 1,31 282 0,72
2026-03-24 13F Armis Advisers, LLC 2.822 -66,98 278 -67,52
2026-02-12 13F Hollencrest Capital Management 24.052 17,40 2.402 17,00
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2025-11-04 13F L.m. Kohn & Company 0 -100,00 0
2026-02-11 13F Nyl Investors Llc 35.571 3.553
2026-01-28 13F Edge Financial Advisors LLC 37.794 0,15 3.775 -0,29
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 4.675 0,00 464 -0,43
2026-04-27 13F NorthLanding Financial Partners, LLC 14.587 -85,59 1.448 -85,68
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 51.980 5,36 5.192 4,97
2026-01-12 13F Traynor Capital Management, Inc. 6.583 33,72 658 33,27
2026-01-20 13F Ascent Group, LLC 425.352 3,01 42.484 2,63
2026-04-20 13F Hilton Head Capital Partners, LLC 203 24,54 20 25,00
2026-02-10 13F Meridian Management Co 2.092 209
2026-03-12 13F Farmers National Bank 7.255 130,98 725 130,57
2026-04-22 13F Motco 2.534 -52,44 252 -52,82
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 719 -37,48 71 -37,72
2026-04-13 13F St Germain D J Co Inc 1.636 4,01 162 3,18
2026-02-02 13F Forza Wealth Management, LLC 12.947 2,86 1.293 2,54
2026-04-16 13F Montecito Bank & Trust 148.157 4,46 14.708 3,83
2026-04-23 13F Howard Bailey Securities, Llc 0 -100,00 0
2026-04-27 13F Moneywise, Inc. 12.120 51,41 1.203 50,56
2026-01-16 13F Tempus Wealth Planning, LLC 3.160 -3,51 316 -3,96
2026-04-22 13F MN Wealth Advisors, LLC 2.289 -96,92 227 -96,95
2026-01-28 13F Kingswood Wealth Advisors, Llc 109.257 92,10 10.913 91,41
2026-01-30 13F Richardson Capital Management LLC 1.681 -41,29 168 -41,81
2026-02-12 13F Ascent Advisors, LLC 2.333 233
2026-02-03 13F Denali Advisors Llc 22.566 -13,73 2.254 -14,07
2026-02-13 13F BNP Paribas Asset Management Holding S.A. 642.157 -75,30 64 0,00
2026-02-05 13F Plante Moran Financial Advisors, LLC 11.742 1.173
2026-02-10 13F Envestnet Asset Management Inc 35.977.259 2,61 3.593.409 2,23
2026-02-13 13F Integrated Wealth Concepts LLC 190.811 -9,50 19.058 -9,83
2025-11-21 13F Watts Gwilliam & Co., LLC 10.164 0,00 1.019 -0,10
2026-04-20 13F Tanager Wealth Management LLP 252.569 -8,22 25.072 -8,79
2026-02-09 13F Putnam Fl Investment Management Co 7.518 -9,49 751 -9,86
2026-04-17 13F Wealthbridge Capital Management, Llc 2.587 -15,60 257 -16,34
2026-02-10 13F Catalyst Capital Advisors LLC 118.496 -2,82 11.835 -3,18
2026-04-13 13F Gridiron Partners, LLC 467.661 -2,12 46.268 -3,05
2026-02-06 13F Stronghold Wealth Management L.L.C. 33.479 3.344
2026-02-06 13F Tanglewood Legacy Advisors, LLC 201 50,00 20 53,85
2025-11-13 13F Bulltick Wealth Management, LLC 0 -100,00 0
2026-04-22 13F Oak Harvest Investment Services 0 -100,00 0
2026-02-11 13F Passaic Partners LLC 0 -100,00 0
2026-02-13 13F Alerus Financial Na 22 -98,08 2 -98,25
2026-02-12 13F Quadrant Capital Group Llc 40.641 13,88 4.059 13,47
2026-02-11 13F First Command Advisory Services, Inc. 278 321,21 28 350,00
2026-04-21 13F International Private Wealth Advisors LLC 8.592 -9,23 853 -9,84
2026-02-03 13F SBI Securities Co., Ltd. 213.215 2,71 21.296 2,33
2026-01-26 13F BLB&B Advisors, LLC 48.097 -65,98 4.804 -66,11
2026-02-17 13F D L Carlson Investment Group Inc 171.997 230,75 17.179 229,54
2025-11-14 13F Bank Of Nova Scotia 0 -100,00 0 -100,00
2026-02-03 13F Strategic Wealth Advisors LLC 710 0
2026-01-20 13F Ntv Asset Management Llc 25.899 4,37 2.587 3,98
2026-04-14 13F Family Wealth Partners, Llc 26.052 -11,38 2.586 -11,92
2026-04-23 13F Traub Capital Management LLC 3.255 0,00 323 -0,62
2026-02-17 13F Capitolis Liquid Global Markets LLC 11.600 -54,33 1.159 -54,52
2026-02-13 13F Biondo Investment Advisors, LLC 15.485 1.547
2026-02-10 13F Edgemoor Investment Advisors, Inc. 16.857 7,25 1.684 6,86
2026-04-15 13F Wright Fund Managment, LLC 26.052 2.586
2026-04-17 13F Ambassador Advisors, LLC 13.513 18,13 1.341 17,43
2026-04-22 13F Eqis Capital Management, Inc. 7.929 2,68 787 2,08
2026-01-30 13F First Citizens Investor Services, Inc. 296.581 -0,42 29.623 -0,79
2026-01-28 13F Geneos Wealth Management Inc. 112.635 2,18 11.250 1,80
2026-02-02 13F Carbahal Olsen Financial Services Group, LLC 112.938 2,46 11.280 2,08
2026-01-27 13F Vantagepoint Investment Advisers Llc 4.592.741 0,08 458.723 -0,29
2026-02-10 13F/A LVZ Advisors, Inc. 337.993 0,53 33.759 0,15
2026-04-08 13F Northstar Advisory Group, LLC 3.587 -88,25 356 -88,32
2026-04-24 13F Balentine LLC 2.964.878 -0,31 294.323 -0,92
2026-01-30 13F AMG National Trust Bank 29.210 -2,39 2.917 -2,73
2026-04-23 13F Willis Johnson & Associates, Inc. 5.781 6,13 574 5,33
2026-02-10 13F Ted Buchan & Co 224.776 6,65 22.451 6,25
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 165.937 4,04 16.574 3,65
2026-04-14 13F Nbc Securities, Inc. 70.009 17,88 6.950 17,16
2026-02-09 13F King Wealth 12.046 -1,35 1 0,00
2026-01-27 13F Belpointe Asset Management LLC 57.224 -3,35 5.716 -3,71
2026-02-09 13F Nicolet Bankshares Inc 12.671 33,53 1.266 33,02
2026-04-06 13F Highline Wealth Partners Llc 897 0,00 89 0,00
2026-04-27 13F Lodestar Private Asset Management Llc 8.382 3,88 832 3,35
2026-04-15 13F Activest Wealth Management 629 0,48 62 0,00
2026-01-29 13F Facet Wealth, Inc. 79.750 0,83 7.987 0,72
2026-02-19 13F Mcguire Capital Advisors Inc 186 19
2026-04-24 13F Axis Wealth Partners, LLC 23.168 1,30 2.300 0,66
2026-02-17 13F Angeles Investment Advisors, LLC 0 -100,00 0
2026-02-13 13F Blueprint Financial Advisors LLC 54.744 -6,89 5.468 -7,24
2026-01-23 13F Bright Financial Advisors, Inc. 357.190 1,04 35.676 0,66
2026-02-10 13F Parr Mcknight Wealth Management Group, Llc 6.158 -25,22 615 -25,45
2026-02-11 13F Cerity Partners LLC 7.991.803 13,82 798.221 13,40
2026-04-15 13F Aventus Investment Advisors, Inc. 93.900 2,67 9.321 2,04
2026-02-10 13F Shepherd Financial Partners LLC 5.944 -9,47 594 -9,88
2026-02-17 13F Garden State Investment Advisory Services LLC 10.809 92,02 1.080 91,31
2026-02-18 13F Mackenzie Financial Corp 5.849.100 6,06 584.460 5,72
2026-04-21 13F J.E. Simmons & Co., P.C. 6.669 -2,29 662 -2,79
2026-02-04 13F Mason Street Advisors, Llc 3.107.230 2,23 310.350 1,86
2026-04-16 13F Toth Financial Advisory Corp 757 -11,67 75 -11,76
2026-02-05 13F HFM Investment Advisors, LLC 238 20,81 24 21,05
2026-04-10 13F ALM First Financial Advisors, LLC 9.767 0,00 970 -0,62
2026-02-13 13F Williams Jones Wealth Management, LLC. 3.656 -1,19 365 -1,35
2026-04-14 13F SigFig Wealth Management, LLC 4.114.974 13,09 408.494 12,39
2025-11-12 13F Creekmur Asset Management LLC 56.118 -7,33 5.626 -6,36
2026-04-24 13F Capital Asset Advisory Services LLC 1.617.571 -8,74 161.498 -8,91
2026-02-03 13F F/M Investments LLC 173.400 300,88 17.319 299,42
2026-02-05 13F Hills Bank & Trust Co 2.346 1,69 234 1,30
2026-01-23 13F Optima Capital Llc 164 16
2026-01-29 13F Simon Quick Advisors, Llc 7.558 -38,54 755 -38,80
2026-02-17 13F Pacific Financial Group Inc 14.864 35,67 1.485 35,15
2026-04-22 13F Vannoy Advisory Group, Inc. 17.389 1,33 1.726 0,76
2026-02-10 13F Glassy Mountain Advisors, Inc. 82.368 8,98 8.227 8,58
2026-04-09 13F Acropolis Investment Management, LLC 2.650 -53,05 263 -53,29
2026-04-10 13F Cassilly Financial Group LLC 2.311 -0,13 229 -0,87
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 -100,00 0 -100,00
2026-02-11 13F SOUTH STATE Corp 62.333 160,64 6.226 159,70
2026-01-23 13F Freestone Capital Holdings, LLC 842.389 9,30 84.138 8,90
2026-02-17 13F Townsend Financial Planning, LLC 117.451 11.731
2026-02-12 13F JT Stratford LLC 107.421 -64,28 10.729 -64,41
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-01-30 13F Laurel Wealth Advisors LLC 107 11
2026-02-03 13F Navigoe, LLC 542 0,00 0
2026-02-03 13F Emerald Investment Partners, Llc 26.251 18,68 2.621 18,18
2026-04-08 13F Gladwyn Financial Advisors, Inc. 6.469 -26,96 642 -27,38
2026-04-21 13F Trilogy Capital Inc. 23.269 12,90 2.310 12,20
2026-04-27 13F Mosley Wealth Management 5 0
2026-02-13 13F Tobias Financial Advisors, Inc. 57.054 -2,31 5.699 -2,68
2026-04-03 13F Adirondack Trust Co 34.223 0,37 3.397 -0,23
2026-04-20 13F Kestra Private Wealth Services, Llc 629.384 1,30 62.479 0,68
2025-10-31 13F Frazier Financial Advisors, LLC 0 -100,00 0
2026-02-10 13F Ssi Investment Management Llc 3.720 0,00 372 -0,27
2026-04-24 13F Patten Group, Inc. 45.516 1,06 4.518 0,44
2026-04-10 13F Finward Bancorp 7.077 -0,77 703 -1,40
2026-04-21 13F Sugar Maple Asset Management, LLC 131.390 13.043
2026-02-10 13F Evolution Wealth Management Inc. 858 113,97 86 112,50
2026-04-27 13F Consolidated Portfolio Review Corp 3.543 0,00 352 -0,57
2026-01-30 13F Archer Investment Corp 840 0,00 84 -1,19
2026-02-13 13F Pine Valley Investments Ltd Liability Co 0 -100,00 0
2026-01-28 13F Glassman Wealth Services 421 1.730,43 42 2.000,00
2026-02-06 13F Fortis Group Advisors, LLC 2.201 -5,62 220 -5,98
2026-04-24 13F Pursuit Wealth Strategies, Llc 39.652 3.960
2026-04-15 13F Silverlake Wealth Management Llc 2.178 -28,54 216 -28,95
2026-02-06 13F Bare Financial Services, Inc 0 -100,00 0
2026-04-15 13F Motive Wealth Advisors 143.330 -0,71 14.228 -1,31
2026-04-21 13F Aurdan Capital Management, LLC 6.650 0,53 660 0,00
2026-02-11 13F Cornerstone Advisors Asset Management, Inc 36.373 -0,12 3.633 -0,49
2026-04-13 13F Successful Portfolios LLC 8.768 21,37 870 20,19
2026-01-23 13F Legacy Bridge, LLC 25 0,00 2 0,00
2026-04-23 13F Marquette Asset Management, LLC 305.135 5,60 30.291 4,95
2026-04-14 13F Cornerstone National Bank & Trust Co 57.995 5.742
2026-01-23 13F Altfest L J & Co Inc 13.089 -1,75 1.307 -2,10
2026-02-13 13F Parkside Financial Bank & Trust 655 0,00 65 0,00
2026-02-04 13F Meridian Wealth Management, LLC 24.497 -6,51 2.447 -6,85
2026-04-22 13F Continuum Advisory, LLC 5.188 15,62 515 14,96
2026-02-13 13F Maia Wealth LLC 28.930 -3,53 2.912 -3,03
2026-01-28 13F WP Advisors, LLC 0 -100,00 0 -100,00
2026-01-29 13F True Link Financial Advisors, LLC 5.141 513
2026-04-17 13F Forefront Wealth Partners, LLC 237.137 17,09 23.541 16,38
2026-02-06 13F Cascade Financial Partners, LLC 10.536 -23,64 1.052 -23,93
2026-04-15 13F 21 West Wealth Management LLC 3.081 20,68 306 20,08
2026-01-12 13F Daymark Wealth Partners, Llc 15.822 14,45 1.580 14,08
2026-04-14 13F Banque Pictet & Cie Sa 2.261 0,00 224 -0,44
2026-04-27 13F Counterweight Ventures, LLC 74.026 14,60 7.349 13,90
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 12.278.036 3,47 1.226.330 3,09
2026-04-17 13F Blankinship & Foster, LLC 101.032 0,41 10.029 -0,20
2026-01-29 13F UBS Group AG 9.407.380 0,40 939.609 0,03
2026-04-21 13F Aull & Monroe Investment Management Corp 2.409 239
2026-04-07 13F Pathway Financial Advisors LLC 15.434 0,65 1.532 -0,13
2026-04-21 13F OneAscent Wealth Management LLC 2.174 0,00 216 -0,92
2026-04-22 13F BKM Wealth Management, LLC 5.953 1,59 591 0,85
2026-02-09 13F Premier Financial Group 0 -100,00 0
2026-02-04 13F Catalyst Financial Partners Llc 251.458 11,03 25.116 10,62
2026-04-10 13F Boston Research & Management Inc 4.783 1,31 0
2026-02-13 13F Pitcairn Wealth Advisors LLC 16.693 1.667
2026-04-13 13F Accelerate Investment Advisors LLC 127.598 1,53 12.667 0,91
2026-02-09 13F Lgl Partners, Llc 70.715 0,19 7.063 -0,17
2026-02-10 13F Cercano Management LLC 151.570 0,00 15.139 -0,37
2026-02-13 13F Intrepid Capital Management Inc 39.218 0,68 3.917 0,31
2026-04-14 13F Howland Capital Management Llc 13.832 -0,84 1.373 -1,44
2026-02-12 13F Colonial Trust Co / SC 111.690 16,95 11.156 16,51
2026-04-14 13F Nova Wealth Management, Inc. 126 13
2026-04-14 13F XY Planning Network, Inc. 4.127 35,53 409 34,21
2026-04-08 13F Bond & Devick Financial Network, Inc. 7.662 -10,20 761 -10,80
2026-04-27 13F Ergawealth Advisors, Inc. 2.940 0,00 292 -0,68
2026-04-17 13F PMG Wealth Management, Inc. 6.500 0,00 643 -0,92
2026-01-22 13F Premier Path Wealth Partners, LLC 26.706 140,05 2.667 139,19
2026-01-30 13F Exencial Wealth Advisors, Llc 125.288 11,88 12.514 11,46
2026-02-02 13F Oak Harbor Wealth Partners, Llc 168.856 -4,77 16.865 -5,11
2025-11-10 13F Ameraudi Asset Management, Inc. 0 -100,00 0 -100,00
2026-02-12 13F Peterson Wealth Services 5.947 519,48 594 5,51
2026-02-06 13F Gables Capital Management Inc. 3.000 0,00 300 -0,33
2026-01-27 13F Cannon Wealth Management Services, LLC 43.310 1,96 4.326 1,57
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 21.439 -1,33 2.128 -1,94
2026-02-17 13F Aqr Capital Management Llc 22.928 53,22 2.290 52,60
2026-02-18 13F NFP Retirement, Inc. 701.443 17,61 70.060 17,18
2026-02-23 13F Continental Investors Services, Inc. 46.621 11,81 4.740 12,46
2026-02-12 13F Laffer Investments 2.061 0,00 206 -0,49
2026-02-04 13F Midwest Trust Co 32.095 1,38 3.206 1,01
2026-04-23 13F Glass Jacobson Investment Advisors llc 2.686 33,76 267 33,00
2026-04-21 13F Curat Global, LLC 0 -100,00 0
2026-04-23 13F Oppenheimer Asset Management Inc. 150.961 5,80 14.986 5,15
2026-02-13 13F Wilkerson Advisory Group LLC 70 7
2026-04-23 13F Bigelow Investment Advisors, LLC 34.624 6,32 3.437 5,69
2026-04-17 13F Morris Financial Concepts, Inc. 2.404 -0,12 239 -0,83
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-02-17 13F Insight Wealth Partners, LLC 4.120 0,00 412 -0,48
2026-04-14 13F Well Done, LLC 11.605 1.152
2026-01-28 13F EPG Wealth Management LLC 40 2,56 4 0,00
2026-02-13 13F Jacobi Capital Management LLC 6.656 0,99 665 0,61
2026-04-10 13F Oxinas Partners Wealth Management LLC 48.525 42,91 4.817 42,05
2026-04-13 13F Garrett Investment Advisors LLC 30.488 -2,61 3.027 -3,20
2025-11-13 13F Fort Sheridan Advisors Llc 0 -100,00 0 -100,00
2026-02-13 13F Shelter Mutual Insurance Co 57.660 0,00 5.759 -0,36
2026-02-05 13F Granite Bay Wealth Management, LLC 37.673 17,92 3.763 17,49
2026-02-09 13F Endowment Wealth Management, Inc. 3.282 14,12 328 13,54
2026-02-19 13F Torrey-Payne Wealth Management, LLC 4.000 401
2026-02-10 13F Sentinus, LLC 136.710 14,58 13.655 14,16
2026-03-04 13F SHP Wealth Management 219 22
2025-11-13 13F Mosaic Advisors LLC 0 -100,00 0
2026-02-12 13F Umpqua Bank 52.131 -7,98 5.207 -8,78
2026-04-10 13F Voisard Asset Management Group, Inc. 5.582 -0,04 554 -0,54
2026-02-13 13F Vestwell Advisors, LLC 3.783 -90,76
2026-04-22 13F Quattro Financial Advisors Llc 50.809 8,90 5.044 8,24
2026-04-08 13F Sharper & Granite LLC 61.125 6,13 6.068 5,48
2026-02-10 13F Dynasty Wealth Management, Llc 2.907.609 6,69 290.412 6,30
2026-04-20 13F Bennett Associates Wealth Management 38.303 4,44 3.802 3,82
2026-02-06 13F Wilian Securities, LLC 35.138 3.510
2026-02-13 13F American Investment Services, Inc. 20.406 25,08 2.038 24,65
2026-02-10 13F Hilltop Partners LLC 5.555 -14,42 555 -14,77
2026-02-17 13F Citadel Advisors Llc 614.109 61.337
2026-02-17 13F Citadel Advisors Llc Call 19.700 6,49 1.968 6,09
2026-02-13 13F Element Wealth, LLC 59.954 -2,09 5.988 -2,44
2026-02-17 13F Citadel Advisors Llc Put 7.600 216,67 759 216,25
2026-02-12 13F Daybright Advisory Services, Inc. 333.942 33.354
2026-04-17 13F HHM Wealth Advisors, LLC 1.595 2,90 158 2,60
2026-02-09 13F MSH Capital Advisors LLC 6.933 0,00 693 -0,29
2026-04-24 13F Midwest Capital Advisors, LLC 2.007 -0,40 199 -1,00
2026-01-15 13F Nilsine Partners, LLC 15.782 -0,11 1.576 -0,44
2026-02-17 13F Royal Bank Of Canada 4.846.158 18,54 484.033 18,10
2026-01-12 13F Rialto Wealth Management, LLC 3.681 -41,09 368 -41,37
2026-04-07 13F Estate Planners Group, LLC 32 3
2026-02-13 13F Transamerica Financial Advisors, Inc. 24.592 54,53 2.456 53,98
2026-02-11 13F Zions Bancorporation, National Association /ut/ 720.101 25,50 71.924 25,04
2026-04-13 13F Farrell Financial LLC 6.284 -19,77 624 -20,33
2026-01-27 13F Plimoth Trust Co Llc 71.737 -1,67 7.165 -2,02
2026-04-22 13F Networth Advisors, LLC 1.018 -34,62 101 -34,84
2026-02-13 13F Lifeworks Advisors, LLC 10.677 0,27 1.066 -0,09
2026-02-17 13F Westwood Holdings Group Inc 91.891 -30,44 9.178 -30,70
2026-04-21 13F OneAscent Financial Services LLC 13.212 171,57 1.312 170,31
2026-02-13 13F W Advisors, Llc 3.646 -0,63 364 -0,82
2026-02-03 13F McIlrath & Eck, LLC 2.502 0,77 250 0,40
2026-01-05 13F Foguth Wealth Management, LLC. 204.503 6,45 20.420 7,15
2026-01-28 13F Legacy Capital Group California, Inc. 8.555 854
2026-02-10 13F ESL Trust Services, LLC 440 -38,89 44 -40,28
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 864.131 -3,95 86.309 -4,30
2026-02-11 13F Tiaa Trust, National Association 8.562.744 0,50 855.695 0,18
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 52 0,00 5 0,00
2026-02-17 13F LaSalle St. Investment Advisors, LLC 2.049 -14,05 0
2026-02-02 13F Mcdonald Partners Llc 17.362 15,53 1.734 15,14
2026-02-05 13F Western Wealth Management, LLC 38.188 219,35 3.814 218,36
2026-04-15 13F DecisionMap Wealth Management, LLC 26.208 -20,34 2.602 -20,85
2026-01-30 13F Toews Corp /adv 56.024 -5,24 5.596 -5,60
2026-02-13 13F Potentia Wealth 2.806 -0,81 280 -1,06
2026-04-27 13F FSM Wealth Advisors, LLC 2.908 0,00 289 -0,69
2026-04-13 13F Mather Group, Llc. 620.617 5,77 61.609 5,12
2026-02-17 13F Cambridge Associates Llc /ma/ /adv 1.037.395 -45,25 103.615 -45,45
2026-01-20 13F Steel Peak Wealth Management LLC 50.752 72,66 5.069 72,06
2026-04-17 13F Ignite Planners, LLC 18.606 -2,77 1.961 2,35
2026-01-29 13F Rakuten Securities, Inc. 112 187,18 11 266,67
2026-02-11 13F Gwn Securities Inc. 13.947 1,20 1.393 0,65
2026-04-10 13F Pure Financial Advisors, Inc. 285.179 4,51 28.310 3,87
2026-01-30 13F Fagan Associates, Inc. 150.975 7,93 15.079 7,53
2026-02-17 13F Wealthedge Investment Advisors, Llc 7.023 21,09 702 20,65
2026-04-27 13F/A New World Advisors LLC 4.166 0,12 414 -0,48
2026-02-18 13F Alpha Capital Advisors Inc /adv 23.312 2.336
2026-01-20 13F SOA Wealth Advisors, LLC. 3.462 -0,49 346 -0,86
2026-02-13 13F Schroder Investment Management Group 144.069 -15,20 14.424 -15,31
2026-04-08 13F McNaughton Wealth Management, LLC 22.369 -7,76 2.221 -8,34
2026-02-17 13F SIH Partners, LLLP 3.620 0,00 362 -0,28
2026-02-06 13F Morling Financial Advisors, LLC 0 -100,00 0
2026-02-13 13F/A New England Private Wealth Advisors LLC 18.649 29,01 1.863 28,50
2026-04-24 13F Peregrine Asset Advisers, Inc. 3.591 -2,55 356 -3,26
2026-01-28 13F Hobbs Group Advisors, LLC 4.190 -38,02 419 -38,26
2025-11-13 13F Renaissance Technologies Llc 0 -100,00 0 -100,00
2026-04-15 13F Compagnie Lombard Odier SCmA 47.617 0,00 4.727 -0,61
2026-04-21 13F Falcon Wealth Planning 2.581 24,03 256 23,67
2026-02-17 13F First Commonwealth Financial Corp /pa/ 174.988 -3,02 17.478 -3,38
2026-02-17 13F German American Bancorp, Inc. 3.966 -0,38 396 -0,75
2026-01-22 13F Mechanics Financial Corp 1.000 0,00 100 -1,00
2026-04-15 13F Fifth Third Securities, Inc. 141.385 -2,23 14.035 -2,82
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0 -100,00
2026-02-11 13F Buckingham Strategic Partners 41.136 -51,50 4.109 -51,64
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 243.616 7,65 24.332 7,25
2026-02-13 13F Axim Planning & Wealth 5.656 32,86 565 32,39
2026-01-26 13F Old Point Trust & Financial Services N A 0 -100,00 0
2026-02-05 13F Leuthold Group, Llc 42.755 -10,50 4.270 -10,82
2026-04-27 13F Cresta Advisors, Ltd. 0 -100,00 0
2026-04-22 13F Apollon Financial, LLC 21.541 -18,61 2.138 -19,11
2026-01-28 13F Alesco Advisors Llc 13.647 -39,59 1.363 -39,80
2026-04-09 13F OFS Enterprise LLC 119.100 11.823
2026-04-09 13F Dorato Capital Management 748 0,00 74 -1,33
2026-04-27 13F VAUGHAN & Co SECURITIES, INC. 7.752 2,80 770 2,12
2026-04-20 13F Boyd Wealth Management, LLC 14.196 -1,16 1.409 -1,74
2026-04-20 13F MBM Wealth Consultants, LLC 139 14
2026-02-10 13F Savant Capital, LLC 51.464 -3,71 5.140 -4,07
2026-02-11 13F Flagship Wealth Advisors, Llc 1.496 0,00 149 0,00
2026-04-20 13F McKinley Carter Wealth Services, Inc. 620.277 3,20 61.575 2,57
2026-02-02 13F TCI Wealth Advisors, Inc. 213.260 -1,62 21.300 -1,98
2026-02-02 13F Woodard & Co Asset Management Group Inc /adv 22.859 2.283
2026-02-10 13F JMG Financial Group, Ltd. 20.633 0,98 2.061 0,59
2026-02-12 13F Tillman Hartley LLC 70.868 0,35 7.078 -0,01
2026-01-08 13F GSG Advisors LLC 4.947 -0,92 494 -1,20
2026-02-09 13F First National Trust Co 21.820 41,54 2.179 41,04
2026-02-17 13F Marquette Associates, Inc. 62.542 0,00 6.247 -0,37
2026-02-06 13F Advisory Alpha, LLC 9.553 -5,13 954 -5,54
2026-02-17 13F Tolleson Wealth Management, Inc. 9.208 -0,42 920 -0,86
2026-04-14 13F Madrona Financial Services, LLC 27.862 -11,59 2.766 -12,14
2026-02-12 13F Affinity Investment Advisors, Llc 12.390 0,00 1.238 -0,40
2026-04-27 13F Financial Services Advisory Inc 60.608 40,44 6.017 39,58
2026-04-24 13F Able Wealth Management LLC 0 -100,00 0
2026-01-28 13F Rather & Kittrell, Inc. 13.547 -1,51 1.353 -1,81
2026-04-20 13F ABLE Financial Group, LLC 7.556 -4,64 750 -5,18
2026-03-02 13F Bank Of Hawaii 249.289 0,71 24.899 0,34
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0 -100,00
2026-02-18 13F Kitching Partners, Llc 7.568 756
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2025-10-27 13F Hippocratic Financial Advisors, LLC 0 -100,00 0
2026-02-04 13F Rinkey Investments 9.951 0,71 994 0,30
2026-02-10 13F FDx Advisors, Inc. 84.197 -4,63 8 0,00
2026-04-10 13F Perfromance Wealth Partners, LLC 4.778 -7,60 474 -8,14
2026-04-15 13F Redhawk Wealth Advisors, Inc. 2.801 15,60 278 14,88
2026-04-15 13F Brady Martz Wealth Solutions, LLC 2.384 -6,40 237 -7,09
2026-04-10 13F FORM Wealth Advisors, LLC 506.437 -34,93 50.274 -35,33
2026-04-23 13F First Pacific Financial 28 0,00 3 0,00
2026-02-10 13F New Republic Capital, LLC 2.301 19.075,00 230 22.800,00
2026-02-13 13F Garrison Point Advisors, Llc 12.087 -5,50 1.207 -5,85
2026-02-17 13F Ge Investment Management Corp. 10 0,00 1 -100,00
2026-02-18 13F Sierra Capital LLC 18.587 -0,12 2 0,00
2026-04-27 13F Actinver Wealth Management, Inc. 0 -100,00 0
2026-02-10 13F Tide Cove Capital Partners LLC 148.746 1,35 14.888 1,24
2026-02-05 13F New York Life Investment Management Llc 664.133 8,82 66.334 8,42
2026-04-23 13F Partners Wealth Management, Llc 0 -100,00 0
2026-02-10 13F Texas Yale Capital Corp. 4.656 0,00 465 -0,21
2026-02-13 13F Evelyn Partners Investment Management LLP 200 0,00 20 -5,00
2026-02-17 13F/A Kovack Advisors, Inc. 76.515 24,50 7.642 24,06
2026-04-23 13F Bell Bank 656.447 6,50 65.165 5,85
2026-02-11 13F Parallel Advisors, LLC 261.673 2,44 26.136 2,06
2025-11-12 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 0 -100,00 0
2026-02-12 13F Elevation Wealth Management LLC 5.683 568
2026-04-24 13F Root Financial Partners, LLC 1.732 4.230,00 172 5.600,00
2026-01-21 13F Carolina Wealth Advisors, LLC 0 -100,00 0
2026-02-12 13F Financial Engines Advisors L.L.C. 367.962 -20,26 36.752 -20,55
2026-04-22 13F BWM Planning, LLC 7.845 0,00 779 -0,64
2026-02-09 13F Bellwether Advisors, LLC 17.976 3,18 1.795 2,81
2026-02-09 13F Genus Capital Management Inc. 166.800 0,14 16.660 -0,23
2026-02-10 13F Foundations Investment Advisors, LLC 21.296 -46,10 2.127 -46,29
2025-11-06 13F Waterway Wealth Management, LLC 0 -100,00 0 -100,00
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0 -100,00
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 84.352 45,89 8.456 47,45
2026-02-11 13F Strategic Advocates LLC 7 0,00 1
2026-04-13 13F Kmg Fiduciary Partners, Llc 100.110 4,67 9.938 4,03
2025-11-03 13F Human Investing LLC 0 -100,00 0 -100,00
2026-04-22 13F Wetzel Investment Advisors, Inc. 3.059 0,03 304 -0,66
2026-04-22 13F Caldwell Trust Co 145.705 7,51 14.464 6,86
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-01-21 13F Modera Wealth Management, LLC 191.523 -1,28 19.129 -1,65
2026-02-02 13F Ascent Wealth Partners, LLC 23.423 2,27 2.339 1,92
2025-11-12 13F Duncan Williams Asset Management, LLC 0 -100,00 0
2026-02-12 13F Gerber Kawasaki Wealth & Investment Management 1.073.583 8,47 107.229 8,07
2026-04-13 13F Winthrop Advisory Group LLC 7.966 -14,17 791 -14,78
2026-04-03 13F Box Hill Private Wealth LLC 0 -100,00 0
2026-02-10 13F Thompson Siegel & Walmsley Llc 22.280 3,47 2 0,00
2026-04-09 13F Thrive Wealth Management, LLC 6.521 -26,88 647 -27,30
2026-02-09 13F Texas Capital Bank Wealth Management Services Inc 260.802 49,76 26.049 49,21
2026-04-10 13F Revolve Wealth Partners, LLC 6.347 -33,69 630 -34,03
2026-01-20 13F Fundamentun, Llc 10.073 4,46 1.006 4,14
2026-04-16 13F Security National Bank 0 -100,00 0
2026-04-20 13F Hoxton Planning & Management, LLC 28.730 4,45 2.852 3,82
2026-04-20 13F C2C Wealth Management, LLC 23.255 0,19 2.309 -0,43
2026-02-17 13F Perennial Investment Advisors, LLC 10.617 6,74 1.060 6,32
2026-02-03 13F Retirement Planning Group 6.640 1,75 663 1,38
2026-01-28 13F Chicago Partners Investment Group LLC 94.763 14,15 9.487 12,85
2026-02-02 13F Opes Wealth Management LLC 6.602 -93,56 659 -93,59
2026-02-09 13F Sandy Cove Advisors, LLC 133.567 -11,63 13.341 -11,96
2026-01-22 13F Bfsg, Llc 6.079 -59,00 607 -59,15
2025-10-28 13F Cerro Pacific Wealth Advisors LLC 0 -100,00 0 -100,00
2026-04-14 13F New Capital Management LP 2.117 0,00 210 -0,47
2026-04-27 13F PFG Investments, LLC 48.198 0,38 4.785 -0,23
2026-02-13 13F Baird Financial Group, Inc. 407.787 9,83 40.730 9,42
2026-02-13 13F 1832 Asset Management L.P. 918.776 1,47 91.767 1,09
2026-02-17 13F Centennial Bank/AR/ 6.616 -4,46 661 -4,90
2026-04-15 13F Apex Wealth Management, LLC 60.458 2.903,38 6.002 2.885,57
2026-04-08 13F Accel Wealth Management 49.321 18,10 4.896 17,38
2026-01-27 13F Ring Mountain Capital, LLC 2.062 0
2026-02-17 13F Punch & Associates Investment Management, Inc. 300 0,00 30 -3,33
2026-04-17 13F Aspen Capital Management, LLC 2.260 1,39 224 0,90
2026-04-17 13F BAM Wealth Management, LLC 2.113 -34,64 210 -35,09
2026-04-21 13F HCR Wealth Advisors 3.795 0,00 377 -0,79
2026-02-05 13F Presper Financial Architects, LLC 14.919 1.490
2026-04-17 13F Prentice Wealth Management LLC 651.758 7,69 64.700 7,03
2026-04-20 13F Clune & Associates, Ltd. 11.280 -34,24 1.120 -34,68
2026-02-13 13F Solstein Capital, LLC 29 0,00 3 0,00
2026-02-19 13F TMB Capital Partners, LLC 6.346 634
2026-02-04 13F Clark Wealth Partners 0 -100,00 0
2026-04-27 13F Victory Financial Group, Llc 5.855 0,88 581 0,35
2025-11-03 13F Jordan Park Group LLC 0 -100,00 0
2026-04-17 13F Kentucky Trust Co 194 0,00 19 0,00
2026-01-15 13F MEMBERS Trust Co 5.489.896 0,06 548.331 -0,31
2026-02-11 13F Dorsey & Whitney Trust CO LLC 12.228 0,00 1.221 -0,33
2026-01-28 13F Boston Trust Walden Corp 0 -100,00 0 -100,00
2026-04-06 13F Rosenberg Matthew Hamilton 2.418 -21,85 240 -22,33
2026-01-21 13F Paladin Advisory Group, LLC 205 0,00 20 0,00
2026-01-27 13F PFG Advisors 117.628 4,15 11.749 3,76
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 176.846 501,50 17.555 497,92
2026-04-22 13F Gemmer Asset Management LLC 11.964 -81,29 1.188 -81,41
2025-11-12 13F RiverGlades Family Offices LLC 42.859 1,02 4.297 2,09
2026-02-13 13F Financial Freedom, LLC 24.573 -0,29 2.454 -0,65
2026-04-22 13F Sterling Capital Management LLC 141 0,00 14 -7,14
2026-02-13 13F/A Planwiser Financial, Llc 0 -100,00 0
2026-04-16 13F Prairiewood Capital, LLC 8.203 6,04 814 5,44
2026-01-13 13F Kathmere Capital Management, LLC 2.097 -45,63 209 -54,07
2026-02-06 13F Csenge Advisory Group 84.679 -3,08 8.458 -3,44
2026-04-20 13F LVW Advisors, LLC 5.912 49,67 587 48,73
2026-02-17 13F Bank Hapoalim Bm 1
2026-02-13 13F Advyzon Investment Management, LLC 24.558 78,49 2.453 77,81
2025-10-28 13F Minichmacgregor Wealth Management, Llc 0 -100,00 0
2026-04-15 13F Asset Allocation & Management Company, LLC 5.692 0,00 1
2026-02-12 13F Atlantic Family Wealth, Llc 9.878 10,70 987 10,29
2025-11-06 13F Wealth Forward, LLC 0 -100,00 0
2026-04-16 13F Allegheny Financial Group LTD 2.016 -2,70 200 -3,38
2026-01-27 13F Security Financial Services, INC. 21.957 -0,68 2.193 -1,04
2026-02-13 13F Victory Capital Management Inc 1.257.413 -1,18 125.590 -1,55
2026-04-06 13F Acima Private Wealth, Llc 101.121 1,75 10.038 1,14
2026-02-06 13F 3EDGE Asset Management, LP 2.213 0,00 221 0,00
2026-02-13 13F Macquarie Group Ltd 0 -100,00 0
2026-02-13 13F Innovative Wealth Building LLC 36.461 -2,80 3.642 -3,16
2026-02-05 13F Arbor Trust Wealth Advisors, Llc 46.652 7,12 4.660 6,74
2026-02-17 13F Equitable Holdings, Inc. 498.197 21,12 49.760 20,68
2026-01-20 13F Roger Wittlin Investment Advisory, LLC 6.489 -1,38 648 -1,67
2026-01-27 13F Liquid Strategies, LLC 328.839 -6,72 32.844 -7,07
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 52.943 0,11 5.256 -0,51
2026-04-20 13F L.K. Benson & Company, P.C. 22.853 0,47 2.269 -0,13
2026-04-24 13F Merited Wealth, LLC 59.742 101,59 5.931 100,41
2026-02-12 13F Chilton Capital Management Llc 2.570 0,00 257 -0,39
2026-04-17 13F Astoria Strategic Wealth, Inc. 71.100 -0,19 7.058 -0,79
2026-02-04 13F Rockbridge Investment Management, LCC 11.525 -6,04 1.151 -6,35
2026-04-09 13F Life Line Wealth Management Llc 4.352 2,23 432 1,41
2025-11-07 13F TT Capital Management LLC 0 -100,00 0 -100,00
2026-02-17 13F Cresset Asset Management, LLC 336.372 42,41 33.597 41,88
2026-01-07 13F Cahaba Wealth Management, Inc. 17.173 2,75 1.715 2,39
2026-01-08 13F Sound View Wealth Advisors Group, LLC 44.439 2,49 4.439 2,12
2026-01-14 13F ORG Partners LLC 8.937 15,11 893 12,91
2026-02-02 13F Millstone Evans Group, LLC 3.025 14.304,76 302 15.000,00
2026-02-13 13F SRS Capital Advisors, Inc. 456.545 45.600
2026-02-05 13F HighMark Wealth Management LLC 9.496 6,25 948 5,92
2026-02-03 13F Strengthening Families & Communities, LLC 0 -100,00 0
2026-04-08 13F Sandbox Financial Partners, LLC 2.878 0,35 286 -0,35
2026-01-28 13F REDW Wealth LLC 71.583 -8,71 7.150 -9,06
2026-01-07 13F Harbour Capital Advisors, LLC 2.064 206
2026-04-13 13F Salem Investment Counselors Inc 43.073 4,05 4.276 3,41
2026-01-21 13F Alliance Wealth Management Group 169.236 19,18 16.903 18,75
2026-02-10 13F Brookmont Capital Management 10.354 0,30 1.034 0,00
2026-02-06 13F Investment House Llc 0 -100,00 0
2026-04-10 13F Octavia Wealth Advisors, LLC 613.783 112,41 60.930 111,12
2026-01-23 13F Blue Fin Capital, Inc. 9.043 0,00 903 -0,33
2026-04-14 13F Kozak & Associates, Inc. 788 0,00 78 0,00
2026-01-22 13F Harwood Advisory Group, LLC 1.055 -19,34 105 -19,85
2026-02-09 13F Fft Wealth Management Llc 36.691 -25,22 3.665 -25,50
2026-01-13 13F Stonehage Fleming Financial Services Holdings Ltd 6.124 612
2026-04-07 13F Retirement Wealth Solutions LLC 24.420 -0,68 2.424 -1,26
2026-04-23 13F Financial & Tax Architects, LLC 102.613 -10,98 10.186 -11,53
2026-02-05 13F Mission Wealth Management, Lp 17.674 -0,82 1.765 -1,18
2026-04-24 13F Palouse Capital Management, Inc. 0 -100,00 0
2026-01-29 13F Advisors Capital Management, LLC 4.091 409
2026-02-02 13F Holistic Planning, LLC 17.884 87,64 1.786 87,02
2026-02-12 13F Investment Research Partners LLC 97.161 5,89 9.705 4,93
2026-04-02 13F Aspect Partners, LLC 54.321 4,78 5.392 4,13
2026-02-13 13F 17 Capital Partners, Llc 8.218 821
2026-04-14 13F Capital Asset Managemnet, LLC 13.589 0,19 1.349 -0,44
2026-02-03 13F Winch Advisory Services, LLC 864 0,00 86 0,00
2026-04-22 13F Qp Wealth Management, Llc 0 -100,00 0
2026-04-13 13F Wolff Wiese Magana Llc 2.726 -0,29 271 -1,10
2026-02-13 13F STAR Financial Bank 15.423 1.540
2026-04-17 13F Buffalo Business & Estate Services Ltd 427.728 -2,64 42.461 -3,24
2026-04-15 13F Valley National Advisers Inc 259 0,00 0
2026-01-30 13F Citizens Financial Group Inc/ri 91.460 15,30 9.135 14,89
2026-04-20 13F Auour Investments LLC 22.889 4,39 2.272 3,79
2026-02-12 13F BlackRock, Inc. 54.212.016 0,62 5.414.696 0,24
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 3.911 -21,87 391 -22,16
2026-04-02 13F Ares Financial Consulting, LLC 945 11,83 94 10,71
2026-04-07 13F Central Pacific Bank - Trust Division 6.257 0,00 621 -0,48
2026-04-07 13F Park Avenue Securities Llc 661.534 3,65 66 3,17
2026-04-21 13F Polaris Investment Advisors, LLC 0 -100,00 0
2026-04-22 13F Aua Capital Management, Llc 40.224 63,15 3.993 62,19
2026-04-16 13F First Community Trust Na 0 -100,00 0
2026-04-20 13F Skyline Advisors, Inc. 15.844 -15,64 1.573 -16,16
2026-01-15 13F Allspring Global Investments Holdings, LLC 1.191.101 6,20 118.967 5,81
2026-04-22 13F Clear Creek Financial Management, LLC 22.235 379,51 2.207 376,67
2026-02-18 13F Financial Advisory Service, Inc. 6.458 20,22 645 19,89
2026-04-15 13F Peddock Capital Advisors, Llc 174.152 5,44 17.288 4,79
2026-04-23 13F American National Bank 28.749 -2,42 2.854 -3,03
2026-01-29 13F Quadcap Wealth Management, LLC 4.362 -0,62 436 -0,91
2026-02-02 13F Fifth Third Bancorp 1.300.863 57,09 129.930 56,51
2026-02-14 13F POM Investment Strategies, LLC 28 -99,13 3 -99,38
2026-04-20 13F Joel Adams & Associates, Inc. 183.207 -5,81 18.187 -6,39
2026-02-13 13F First Washington CORP 297.782 0,00 29.742 -0,37
2026-04-27 13F LCW Services, LLC 5.654 32,10 561 31,38
2026-02-11 13F LPL Financial LLC 14.085.361 19,56 1.406.846 19,12
2026-02-03 13F Pearl Planning LLC 7.604 759
2026-02-02 13F Vista Capital Partners, Inc. 7.469 746
2026-02-12 13F Cibc World Markets Corp 71.580 5,88 7.149 6,61
2026-04-02 13F Horizons Wealth Management Put 3.600 0,00 357 -0,56
2026-04-02 13F Horizons Wealth Management 13.494 -0,56 1.340 -1,18
2026-02-05 13F Lockheed Martin Investment Management Co 2.165.000 1,41 216.240 1,03
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-02-12 13F Wagner Wealth Management, Corp 11.931 1.192
2026-02-13 13F Citigroup Inc 3.783.170 7,04 377.863 6,65
2026-02-02 13F Wells Financial Advisors INC 1.397 -68,38 140 -68,55
2026-04-06 13F GAMMA Investing LLC 326 -9,94 32 -11,11
2026-04-07 13F Farther Finance Advisors, LLC 269.206 20,22 26.651 19,16
2026-02-17 13F NorthRock Partners, LLC 303.725 4.830,60 30.336 4.816,69
2026-04-08 13F Emergent Wealth Advisors, LLC 86.390 -16,18 8.576 -16,69
2026-04-22 13F Coastal Investment Advisors, Inc. 12.390 2,87 1.230 2,25
2026-01-28 13F Walker Financial Services, Inc. 124.458 -20,91 12.431 -21,20
2026-02-12 13F Callan Family Office, LLC 3.489 348
2026-02-13 13F Brasada Capital Management, Lp 7.499 -5,02 749 -5,44
2026-02-17 13F Bank OZK 2.497 0,00 249 -0,40
2026-01-21 13F Walkner Condon Financial Advisors LLC 4.252 -57,11 425 -57,30
2026-02-12 13F Blue Edge Capital, LLC 4.782 478
2026-04-22 13F MFA Wealth Services 12.392 -0,13 1.230 -0,73
2026-01-23 13F Transcend Wealth Collective, Llc 0 -100,00 0
2026-02-17 13F Quantinno Capital Management LP 9.376 26,77 936 26,32
2026-02-17 13F Abel Hall, LLC 4.479 -0,49 447 -0,89
2026-02-11 13F GFS Advisors, LLC 5.200 519
2026-02-13 13F Morgan Stanley 32.483.415 3,99 3.244.444 3,60
2026-01-30 13F Joseph Group Capital Management 1.103 -27,39 110 -27,63
2026-01-26 13F Sonata Capital Group Inc 4.423 -5,35 442
2026-02-13 13F Clearview Wealth Advisors LLC 2.554 -12,86 255 -12,97
2026-02-11 13F Jpmorgan Chase & Co 12.335.314 6,17 1.232.051 5,78
2026-02-17 13F Matters Capital Llc 8.585 857
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 24.142 -0,23 2.397 -0,83
2026-01-29 13F Beirne Wealth Consulting Services, LLC 413.763 21,30 41.329 20,85
2026-02-17 13F Bedell Frazier Investment Counseling, LLC 52.466 47,35 5.240 46,82
2026-02-11 13F Everett Harris & Co /ca/ 2.892 0,00 289 -0,35
2026-01-23 13F Nbt Bank N A /ny 10.321 -0,62 8.462 2,46
2026-02-17 13F Cetera Investment Advisers 15.428.160 1,91 1.540.965 1,53
2026-02-13 13F Umb Bank N A/mo 8.538 -2,63 853 -3,07
2026-02-12 13F Stelac Advisory Services LLC 3.136 0,00 313 -0,32
2026-02-17 13F Alliancebernstein L.p. 4.799.638 81,00 479.388 80,33
2026-04-27 13F Mount Yale Investment Advisors, LLC 104.623 13,78 10.386 13,08
2026-04-03 13F Coastline Trust Co 94.726 -10,04 9.403 -10,59
2026-02-09 13F M3 Wealth Management, LLC 2.587 258
2025-11-14 13F Strategic Wealth Partners, Ltd. 13.549 9,82 1.358 11,04
2026-02-06 13F GPS Wealth Strategies Group, LLC 7.521 -95,09 751 -95,11
2026-04-17 13F Swp Financial Llc 6.079 106,00 603 105,10
2026-04-22 13F Princeton Global Asset Management LLC 8.115 -30,88 806 -31,31
2026-02-10 13F Easterly Investment Partners Llc 131.350 0,00 13.119 -0,36
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 1.290 0,00 129 -0,78
2026-04-22 13F Genesee Capital Advisors, LLC 10.239 0,64 1.016 0,00
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 130.590 6,48 12.964 5,83
2026-04-14 13F Value Investment Professionals, LLC 10.168 47,32 1.009 46,44
2026-02-10 13F Garde Capital, Inc. 0 -100,00 0 -100,00
2026-04-22 13F Abundance Wealth Counselors 11.224 1,08 1.114 0,45
2026-04-27 13F Charter Capital Management, LLC\DE 39.043 4,76 3.876 4,11
2026-02-17 13F Susquehanna International Group, Llp 25.205 -63,24 2.517 -63,38
2026-02-10 13F Private Wealth Asset Management, LLC 27.572 19,00 2.754 18,56
2026-02-17 13F Susquehanna International Group, Llp Call 45.100 9,73 4.505 9,32
2026-02-03 13F Ballentine Partners, LLC 15.262 -2,67 1.524 -3,05
2026-04-22 13F Onyx Bridge Wealth Group LLC 137.740 -8,45 13.673 -9,00
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 0 -100,00 0
2026-02-02 13F Verger Capital Management LLC 655.600 7,64 65.481 7,25
2026-04-07 13F Attessa Capital LLC 4.925 -1,16 489 -1,81
2026-02-11 13F Arrowroot Family Office, LLC 170.820 24,26 17.062 23,80
2026-02-11 13F SlateStone Wealth, LLC 16.245 7,48 2 0,00
2026-02-13 13F National Bank Of Canada /fi/ 74.459 -28,94 7.437 -29,20
2026-01-15 13F Lodestone Wealth Management LLC 83 8
2026-02-13 13F MorganRosel Wealth Management, LLC 50.802 19,42 5.074 19,00
2026-04-20 13F GSB Wealth Management, LLC 22.285 8,51 2.212 7,85
2026-02-11 13F Symphony Financial, Ltd. Co. 10.233 1.025
2026-02-04 13F Heritage Wealth Management, Inc. /CA/ 28.873 69,12 2.884 68,50
2026-02-12 13F Concorde Asset Management, LLC 2.726 -1,55 272 -1,81
2026-04-09 13F Epiq Partners, Llc 72.759 -4,26 7.223 -4,85
2026-02-09 13F Kingsview Wealth Management, LLC 1.288.980 8,05 128.743 7,65
2026-04-24 13F Kendall Capital Management 0 -100,00 0
2026-02-11 13F Winnow Wealth Llc 18 2
2026-01-20 13F Aspiriant, Llc 193.384 18,16 19.315 17,72
2026-02-10 13F Moment Partners, LLC 0 -100,00 0
2025-11-12 13F Willow Creek Wealth Management Inc. 3.378 0,00 339 0,90
2026-04-17 13F Signal Advisors Wealth, LLC 52.715 33,51 5.233 32,72
2026-04-16 13F Diversified Trust Co 240.736 2,35 23.898 1,73
2026-01-13 13F Synergy Financial Management, LLC 50.056 -71,84 5.000 -71,77
2026-04-15 13F Avondale Wealth Management 11.568 0,03 1.148 -0,52
2025-11-13 13F Western Asset Management Company, LLC 0 -100,00 0 -100,00
2026-04-13 13F Ullmann Financial Group, Inc. 42.191 -8,39 4.188 -9,55
2025-11-06 13F Magnolia Private Wealth, LLC 0 -100,00 0 -100,00
2026-04-21 13F Wise Wealth Partners 50.406 1,94 5.004 1,32
2026-04-21 13F Creative Capital Management Investments LLC 3.716 0,00 369 -0,81
2026-04-08 13F Sax Wealth Advisors, Llc 50.763 0,00 5.070 0,00
2026-02-13 13F Luminist Capital LLC 0 -100,00 0
2026-04-27 13F Tennessee Valley Asset Management Partners 12.046 2,36 1.196 1,70
2026-04-15 13F Wealthcare Capital Management Llc 16.220 -0,10 1.610 -0,68
2026-02-04 13F Biltmore Family Office, LLC 1.023 0,00 102 0,00
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 2.028 0,00 201 -0,50
2026-04-14 13F Austin Wealth Management, LLC 24.270 -2,52 2.404 -3,42
2026-04-09 13F Everhart Financial Group, Inc. 3.425 4,45 340 3,98
2026-04-22 13F Spire Wealth Management 306.747 6,20 30.451 5,55
2026-04-22 13F Pinnacle Bancorp, Inc. 16.441 -3,78 1.632 -4,34
2026-02-17 13F Blair William & Co/il 147.215 15,40 14.704 14,97
2026-02-17 13F Strategic Investment Advisors / MI 3.475 -92,32 347 4,52
2026-04-22 13F HFG Wealth Management, LLC 7.485 1,18 743 0,68
2026-02-12 13F Wayfinding Financial, LLC 78.237 -6,58 8 -12,50
2026-02-12 13F Federation des caisses Desjardins du Quebec 11.117 55,59 1.110 55,03
2026-04-16 13F Vested Financial Planning, LLC 8.806 1,79 874 1,16
2026-01-26 13F Reyes Financial Architecture, Inc. 8.793 0,00 878 -0,34
2026-02-12 13F Steward Partners Investment Advisory, Llc 3.981.548 8,52 397.677 8,12
2026-02-12 13F M1 Capital Management LLC 8.594 20,63 858 20,17
2026-02-17 13F Harvest Investment Services, LLC 0 -100,00 0
2026-01-26 13F Whittier Trust Co Of Nevada Inc 5.531 1,41 553 1,28
2026-04-17 13F BCS Wealth Management 131.879 -46,57 13.092 -46,89
2026-01-07 13F Holistic Financial Partners 2.663 -8,24 266 -8,62
2026-04-13 13F Invariant Investment Management 10.680 76,56 1.063 75,54
2026-01-20 13F Raab & Moskowitz Asset Management LLC 2.441 0,00 244 -0,41
2026-02-13 13F Bowie Capital Management, LLC 10.000 0,00 999 -0,40
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 30 -99,49 3 -99,66
2026-01-08 13F Sentinel Wealth Management, Inc. 16.514 0,00 1.649 -0,36
2025-11-10 13F Kropog Financial Group, LLC 0 -100,00 0 -100,00
2025-10-31 13F Kanawha Capital Management Llc 0 -100,00 0
2026-02-13 13F Visionary Wealth Advisors 354.809 -4,63 35.438 -4,98
2026-02-13 13F Quartz Partners, LLC 7.850 1,75 784 1,42
2026-02-03 13F MPS Loria Financial Planners, LLC 37.667 4,22 3.762 3,84
2026-04-22 13F Foundation Wealth Management, LLC\PA 3.550 0,00 352 -0,56
2026-04-13 13F Gradient Investments LLC 2.331 231
2026-02-13 13F Liberty One Investment Management, Llc 16.650 1.663
2026-02-17 13F Pine Ridge Advisers LLC 0 -100,00 0
2026-04-10 13F Corepath Wealth Partners Llc 116.718 4,13 11.605 3,42
2026-04-17 13F Discipline Wealth Solutions, LLC 387.815 151,46 38.498 149,94
2026-02-10 13F Natixis Advisors, L.p. 172.070 -7,01 17 -5,56
2026-01-29 13F Lee Danner & Bass Inc 3.042 0,00 304 -0,33
2026-02-06 13F Keystone Financial Group 2.190 -4,87 219 -4,39
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-04-09 13F DHJJ Financial Advisors, Ltd. 325 0,00 32 0,00
2026-02-11 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 16.500 117,11 1.648 116,56
2026-01-16 13F Trust Co Of Vermont 2.144 12,08 214 12,04
2026-04-22 13F Parcion Private Wealth LLC 2.956 1,55 293 1,03
2026-02-13 13F Pathstone Holdings, LLC 41.430 -0,40 4.138 -0,79
2026-04-09 13F P/E Global LLC 312.957 -25,57 31.067 -26,03
2026-01-28 13F Wingate Wealth Advisors, Inc. 30.756 -0,58 3.072 -0,97
2026-02-06 13F Flaharty Asset Management, LLC 16.468 72,62 1.645 71,97
2026-02-10 13F Godfrey Financial Associates, Inc. 37.828 3.778
2026-04-01 13F Beacon Financial Group 5.593 -16,23 559 -16,59
2026-01-16 13F Wall Street Financial Group, Inc. 43.453 40,65 4.343 40,20
2025-11-14 13F Brass Tax Wealth Management, Inc 76.770 36,84 7.696 38,29
2026-04-07 13F Eastern Bank 1.016 -91,48 101 -91,60
2026-02-06 13F Copia Wealth Management 331 0,00 33 0,00
2026-02-13 13F Beacon Capital Management, LLC 3.923 77,11 392 76,13
2026-01-21 13F DMG Group, LLC 62.962 0,76 6.289 0,38
2026-04-10 13F Lake Hills Wealth Management, LLC 20.622 -1,66 2.047 -2,24
2026-02-13 13F Seneschal Advisors, LLC 0 -100,00 0 -100,00
2026-02-10 13F Alpha Financial Partners, LLC 173.846 0,50 17.364 0,13
2025-11-12 13F Accredited Wealth Management, LLC 465 -77,91 14 -93,27
2026-01-27 13F Fortis Capital Advisors, LLC 42.011 11,25 4.196 10,86
2026-04-08 13F Warner Financial, Inc 5.192 0,04 515
2026-01-12 13F Hillcrest Wealth Advisors - NY, LLC 74.775 7,44 7.469 7,04
2026-01-30 13F Cosner Financial Group, LLC 106.970 5,29 10.684 4,90
2026-02-11 13F Palladiem, Llc 73.776 7.385
2026-01-30 13F BancorpSouth Bank 5.952 10,90 594 10,41
2026-01-16 13F Life Planning Partners, Inc 3.399 59,20 339 58,41
2025-11-14 13F Engineers Gate Manager LP 0 -100,00 0 -100,00
2025-11-14 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2.709 0,04 269 -0,74
2025-11-13 13F Wealth Advisors of Tampa Bay, LLC 0 -100,00 0
2026-01-23 13F Factory Mutual Insurance Co 4.096.000 9,07 409.108 8,67
2026-04-17 13F Charter Trust Co 712.901 5,73 70.770 5,08
2026-02-11 13F ARGI Investment Services, LLC 163.688 16.349
2026-02-17 13F Coastal Bridge Advisors, LLC 3.952 7,33 395 6,78
2026-04-09 13F Central Valley Advisors, Llc 5.601 556
2026-04-27 13F Td Private Client Wealth Llc 494.966 0,61 49.135 -0,01
2026-04-17 13F Stewardship Advisors, LLC 27.830 -23,91 2.763 -24,39
2026-02-17 13F Hilltop Holdings Inc. 16.633 67,10 1.661 66,60
2026-04-21 13F Sequent Planning LLC 291.946 11,41 28.982 10,73
2026-02-13 13F South Plains Financial, Inc. 12.160 0,00 1.215 -0,41
2026-01-20 13F Sovran Advisors, LLC 74.896 14,88 7.506 14,46
2026-02-09 13F Firestone Capital Management 92.045 0,31 9.193 -0,07
2026-02-17 13F SageView Advisory Group, LLC 3.623.752 8,01 361.940 7,61
2026-04-23 13F Kagan Cocozza Asset Management 63.849 38,10 6.338 37,28
2026-02-12 13F Rik Saylor Financial, Inc. 26.492 -0,82 2.646 -1,16
2026-02-12 13F Brinker Capital Investments, LLC 1.181.446 6,40 118.003 6,01
2026-02-10 13F Waterloo Capital, L.P. 62.329 2,11 6.225 1,73
2026-01-23 13F Peak Financial Management, Inc. 118.399 2,60 11.826 2,21
2026-02-12 13F Burke & Herbert Bank & Trust Co 34.185 -45,21 3.414 -45,41
2026-04-21 13F Nemes Rush Group LLC 1.044 0,00 104 -0,96
2026-02-05 13F Maxele Advisors, LLC 35.956 -0,32 3.591 -0,69
2026-04-13 13F Chesley Taft & Associates LLC 80.375 0,49 7.979 -0,13
2026-04-15 13F Register Financial Advisors LLC 23.541 7,16 2.337 6,47
2026-02-13 13F Manufacturers Life Insurance Company, The 7.428 -1,68 742 -2,11
2026-04-21 13F Mesirow Financial Investment Management, Inc. 36.875 55,81 3.661 54,89
2026-02-10 13F Bank of New York Mellon Corp 5.898.786 5,52 589.171 5,13
2026-04-02 13F Noble Wealth Management PBC 8 0,00 1
2026-01-28 13F Hoey Investments, Inc 1 0,00 0
2026-04-24 13F Mann Financial Group, Inc. 134.838 -2,07 13.385 -2,66
2026-02-05 13F Allworth Financial LP 518.204 6,28 51.758 5,89
2026-04-09 13F Curated Wealth Partners LLC 0 -100,00 0
2026-03-06 13F Hsbc Holdings Plc 1.148.766 45,52 114.739 44,98
2026-04-24 13F EJMK Ventures LLC 10.429 -51,82 1.035 -52,13
2026-01-29 13F First Interstate Bank 28.708 1,07 2.867 0,70
2026-04-17 13F Summit Wealth Partners, LLC 176.054 -9,58 17.477 -10,14
2026-04-20 13F Cottage Street Advisors LLC 4.251 -1,78 422 -2,31
2026-04-23 13F Mayflower Financial Advisors, LLC 7.105 -3,84 705 -4,47
2026-04-21 13F FSA Investment Group, LLC 18.848 -2,58 1.871 -3,16
2026-02-18 13F GWM Advisors LLC 938.719 7,32 93.759 6,92
2026-02-06 13F Conway Capital Management, Inc. 13.044 0,00 1.303 -0,38
2025-11-18 13F Apexium Financial, Lp 73.899 0,54 7.408 1,60
2026-04-20 13F BTC Capital Management, Inc. 10.340 0,00 1.026 -0,58
2026-04-20 13F Apella Capital, LLC 18.956 19,63 1.893 19,60
2026-01-21 13F Hrc Wealth Management, Llc 8.741 -1,06 873 -1,36
2026-04-20 13F Echo45 Advisors LLC 2.815 0,00 279 -0,71
2026-02-12 13F Eight 31 Financial Llc 242.599 3,17 24.231 2,78
2026-04-15 13F ARS Wealth Advisors Group, LLC 2.604 10,15 258 9,32
2026-04-10 13F Waldron Private Wealth LLC 22.050 -4,67 2.189 -5,28
2026-04-21 13F Laurel Oak Wealth Management, Llc 29.035 -0,64 2.882 -1,23
2026-04-08 13F Winter & Associates, Inc. 7.637 -12,59 756 -13,30
2026-04-20 13F Fiduciary Alliance LLC 0 -100,00 0
2026-01-26 13F Strid Group, LLC 7.327 732
2026-04-15 13F Wealthcare Capital Partners, LLC 44.860 9,45 4.453 8,80
2026-04-22 13F TruNorth Capital Management, LLC 11.147 -1,62 1.107 -2,21
2026-04-27 13F Carter Financial Group, INC. 3.527 -0,59 350 -1,13
2026-02-10 13F Inspire Trust Co, N.a. 4.486 0,00 448 -0,22
2026-04-24 13F National Asset Management, Inc. 45.587 -48,36 4.515 -48,81
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 162 -2,41 16 0,00
2026-04-07 13F City Center Advisors, LLC 11.546 51,72 1.146 50,79
2026-01-26 13F Private Trust Co Na 31.632 15,00 3.159 14,58
2026-02-12 13F Colonial Trust Advisors 172.013 21,20 17.181 20,76
2026-02-13 13F Ally Invest Advisors Inc. 199.572 10,26 19.933 9,85
2026-03-25 13F Mission Financial Group, LLC 3.391 339
2026-01-23 13F Intelligence Driven Advisers, LLC 17.841 -1,75 1.782 -2,14
2026-02-14 13F New Insight Wealth Advisors 2.023 -9,69 202 -9,82
2026-01-16 13F Oldfather Financial Services, LLC 117.091 14,24 11.695 13,82
2026-04-17 13F Vermillion Wealth Management, Inc. 239 0,42 24 0,00
2026-04-14 13F BayBridge Capital Group, LLC 260.844 0,00 26.053 0,00
2026-02-02 13F McHugh Group, LLC 0 -100,00 0
2026-04-24 13F Charter Oak Capital Management, LLC 1.896.989 2,55 188.314 1,93
2026-02-10 13F Crescent Grove Advisors, LLC 2.076 -61,73 207 -61,88
2026-04-16 13F Ironwood Financial, llc 43.732 -1,97 4.341 -2,80
2026-01-15 13F Jaffetilchin Investment Partners, LLC 15.708 -64,52 1.569 -64,67
2026-02-13 13F Nicolet Advisory Services, Llc 6.148 -52,76 615 -52,80
2026-02-12 13F Waters Parkerson & Co., Llc 3.620 0,00 362 -0,28
2026-04-01 13F Vigilare Wealth Management 6.621 -0,09 657 -0,61
2026-04-27 13F River's Edge Wealth Management, Llc 60.871 3,30 6.062 1,88
2026-04-07 13F Cooper Financial Group 3.764 22,69 374 21,90
2026-02-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-02-12 13F First Financial Bankshares Inc 22.065 0,00 2.204 -0,41
2026-01-16 13F Postrock Partners Llc 6.784 0,00 678 -0,44
2026-02-11 13F Modus Advisors, LLC 51.381 9,74 5.132 9,33
2026-02-17 13F Pinnacle Financial Partners, Inc. 99.537 9.944
2026-02-17 13F Redwood Investment Management, Llc 6.247 1
2026-02-10 13F Moors & Cabot, Inc. 0 -100,00 0
2026-04-10 13F Level Financial Advisors, Inc. 0 -100,00 0
2026-02-17 13F Qube Research & Technologies Ltd 327.077 92,92 32.668 92,21
2026-02-23 13F GuidedMoney, LLC 38.322 3.828
2026-04-24 13F DB&C Advisors, LLC 2.698 -1,53 268 -2,20
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-04-23 13F North Star Investment Management Corp. 49.933 379,07 4.957 376,08
2026-02-09 13F Summit Asset Management, LLC 286.241 217,39 28.590 216,22
2026-02-11 13F Disciplina Capital Management LLC 2.203.081 17,89 220.044 17,46
2026-04-06 13F Versant Capital Management, Inc 59 0,00 6 0,00
2026-04-21 13F One Wealth Advisors, LLC 7.054 -12,00 700 -50,28
2026-02-09 13F Annis Gardner Whiting Capital Advisors, LLC 1.626 0,06 162 0,00
2026-02-06 13F Shakespeare Wealth Management, Inc. 355.317 4,95 35.489 4,56
2026-02-13 13F Saxon Interests, Inc. 30.879 13,44 3.084 13,93
2026-02-11 13F Ameritas Investment Partners, Inc. 354.786 35.436
2026-04-17 13F RFG Advisory, LLC 75.246 -26,56 7.470 -27,02
2026-02-17 13F Pennington Partners & Co., Llc 6.954 -11,12 695 -11,48
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0 -100,00
2026-01-29 13F Verdence Capital Advisors LLC 332.281 2,64 33.188 1,29
2026-04-14 13F Davies Financial Advisors, Inc. 0 -100,00 0
2026-04-22 13F Promethium Advisors,llc 0 -100,00 0
2026-04-23 13F Cornerstone Wealth Management, LLC 5.609 -30,18 557 -30,67
2026-04-15 13F City Holding Co 1.085 -26,29 108 -27,21
2026-04-23 13F Drucker Wealth 3.0, LLC 2.096 -46,33 208 -46,53
2026-02-13 13F Cynosure Management, Llc 134.659 3,34 13.450 2,96
2026-01-29 13F Ashton Thomas Private Wealth, LLC 73.053 3,81 7.297 3,43
2026-01-20 13F Coign Capital Advisors LLC 51.301 3,94 5.124 3,56
2026-02-03 13F Garner Asset Management Corp 380 38
2026-02-12 13F Metropolitan Life Insurance Co/ny 832.738 -6,62 83.174 -6,96
2026-01-21 13F Prime Capital Investment Advisors, LLC 4.905.406 43,73 489.952 43,20
2026-02-13 13F Stifel Financial Corp 7.506.356 15,03 749.736 14,60
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2026-02-04 13F Hallmark Capital Management Inc 1.198 -6,04 120 -6,30
2026-02-10 13F Hazlett, Burt & Watson, Inc. 880 -14,31 0
2026-02-11 13F Madden Advisory Services, Inc. 6.642 -3,71 663 -4,05
2026-02-09 13F Hartland & Co., LLC 217.140 22,18 21.688 21,73
2026-01-28 13F N.E.W. Advisory Services LLC 1.184 0,34 118 0,00
2026-04-22 13F Benchmark Financial, LLC 2.161 214
2026-01-15 13F LeConte Wealth Management, LLC 100.121 15,75 10.000 15,33
2026-04-08 13F Sharkey, Howes & Javer 5.829 -31,38 579 -31,84
2026-01-22 13F Amtrust Financial Services, Inc. 98.560 0,00 9.844 -0,36
2026-04-10 13F Novem Group 2.097 -26,96 208 -27,27
2026-02-02 13F Mutual Advisors, LLC 253.683 121,27 25.338 118,72
2026-02-11 13F M Holdings Securities, Inc. 39.018 4
2026-02-13 13F Beta Wealth Group, Inc. 5.986 0,00 598 -0,50
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-17 13F Stonehearth Capital Management, LLC 3.078 -1,54 306 -2,24
2026-02-17 13F Redwood Park Advisors LLC 67.303 0,81 6.722 0,43
2026-02-05 13F Financial Strategies Group, Inc. 35.061 0,02 3.507 -0,06
2026-02-17 13F Ducere Wealth Management LLC 10.003 999
2026-02-17 13F Moneda S.A. Administradora General de Fondos 54.750 1,86 5.468 1,18
2026-02-06 13F Axxcess Wealth Management, Llc 3.547.465 90,78 354.321 90,08
2026-04-14 13F Arvest Investments, Inc. 104 -98,40 10 -98,46
2026-02-02 13F Principal Financial Group Inc 567.041 251,10 56.636 249,82
2026-02-05 13F Arrow Financial Corp 64.846 -0,12 6.477 -0,49
2026-04-20 13F KFA Private Wealth Group, LLC 82.375 4,38 8.177 3,74
2026-04-08 13F Lpwm Llc 59.613 53,15 5.918 52,23
2026-01-27 13F Evergreen Capital Management Llc 18.775 0,00 1.875 -0,37
2026-01-28 13F Meadow Creek Wealth Advisors Llc 3.168 -9,87 316 -10,99
2026-04-14 13F Juncture Wealth Strategies, Llc 92.182 5,02 9.151 4,38
2026-02-11 13F Lowe Brockenbrough & Co Inc 445.167 17,49 44.463 17,06
2026-01-23 13F Sheridan Capital Management, LLC 225.580 2,11 22.531 1,73
2026-02-13 13F Becker Capital Management Inc 17.277 -16,87 1.726 -17,19
2026-02-04 13F Knuff & Co LLC 760 -80,03 76 -80,31
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0
2026-02-12 13F Moneta Group Investment Advisors Llc 145.479 16,22 14.530 15,80
2026-02-17 13F Banco Bilbao Vizcaya Argentaria, S.a. 0 -100,00 0
2026-02-06 13F HighTower Advisors, LLC 2.266.698 4,37 226.398 3,98
2026-02-09 13F Coordinated Financial Services, Inc. 4.525 452
2026-02-11 13F Adaptive Financial Consulting, LLC 549.017 2,57 54.836 2,19
2026-02-17 13F Ameriprise Financial Inc 14.820.833 -4,43 1.479.959 -4,96
2026-02-17 13F Trustmark National Bank Trust Department 935.788 4,89 93.467 4,51
2026-01-30 13F/A M&t Bank Corp 532.245 -3,98 53.160 -4,34
2026-02-17 13F Ancora Advisors, LLC 54.686 -8,24 5.462 -8,57
2026-02-13 13F Mml Investors Services, Llc 1.565.460 11,74 156.358 11,33
2026-02-17 13F Regal Investment Advisors LLC 67.286 -17,94 6.721 -18,24
2026-01-26 13F American Wealth Advisors, LLC 737 1,38 74 1,39
2026-02-09 13F Diversified Portfolios, Inc. 6.361 28,69 635 28,28
2026-02-17 13F Advisor Group Holdings, Inc. 1.988.182 5,19 198.619 5,02
2026-04-08 13F Presidio Capital Management, LLC 12.423 8,20 1.233 7,59
2026-02-10 13F CIBC World Markets Inc. 114.578 -0,91 11.444 -1,28
2026-01-21 13F Seascape Capital Management 5.370 -2,61 1
2026-02-10 13F Bnp Paribas Arbitrage, Sa 801.450 61,50 80.049 60,90
2026-02-13 13F Vontobel Holding Ltd. 5.230 0,00 522 -0,38
2026-02-10 13F Bbr Partners, Llc 14.735 23,30 1.472 22,79
2026-01-23 13F Stanich Group LLC 0 -100,00 0
2026-02-17 13F Summit Trail Advisors, Llc 441.621 1,73 44.109 1,36
2025-11-14 13F Rivernorth Capital Management, Llc 0 -100,00 0
2026-02-13 13F Fort Point Capital Partners LLC 458.397 11,63 45.941 11,60
2026-02-12 13F Fiduciary Group LLC 385.621 27,61 38.516 27,14
2026-02-12 13F Providence Capital Advisors, LLC 11.864 2,73 1.185 2,33
2026-02-12 13F Scotia Capital Inc. 469.464 7,78 46.890 7,39
2026-04-24 13F KPP Advisory Services LLC 3.474 -1,70 345 -2,27
2026-04-22 13F Capital Investment Management, Inc. 20.485 3,95 2.034 3,30
2026-02-05 13F Tilson Financial Group, Inc. 6.797 0,04 679 -0,44
2026-04-14 13F Tradewinds Capital Management, LLC 805 0,00 80 -1,25
2026-02-12 13F Betterment LLC 26.255.484 6,87 2.622 6,50
2026-02-03 13F Crestwood Advisors Group LLC 1.057.690 4,08 105.643 3,69
2026-02-06 13F Entrust Financial Llc 1.739 174
2026-02-11 13F Greykasell Wealth Strategies, Inc. 96.203 2,33 9.609 1,95
2026-02-09 13F NWK Group, Inc. 7.923 4,03 791 3,67
2026-01-28 13F Omega Financial Group, LLC 185.474 6,07 18.525 5,68
2026-04-10 13F Charles Schwab Trust Co 705.761 1,62 70.061 1,00
2026-04-20 13F Segment Wealth Management, LLC 3.282 -10,98 326 -11,68
2026-04-23 13F Fairway Wealth LLC 27.075 -5,41 2.688 -5,98
2026-04-14 13F Focus Financial Network, Inc. 608.432 3,82 60.399 3,19
2026-02-12 13F Empower Advisory Group, LLC 54.759 6,51 5.469 6,11
2026-04-21 13F E&G Advisors, LP 50.005 18,92 4.964 18,19
2026-02-03 13F Nordwand Advisors, LLC 7.226 -0,99 722 -1,37
2026-02-17 13F Argyle Capital Partners, LLC 2.159 216
2026-02-02 13F Sachetta, LLC 0 -100,00 0 -100,00
2026-04-08 13F Grove Bank & Trust 63.453 4,06 6.299 3,42
2026-02-17 13F Miller Capital Partners, Inc. 23.525 2.350
2026-01-23 13F HBW Advisory Services LLC 2.532 253
2026-04-23 13F Summit Wealth Group Llc / Co 15.054 65,36 1.494 64,36
2026-02-06 13F Capstone Capital Management Ltd 78.553 7.846
2026-02-13 13F Commerce Bank 146.429 6,59 14.625 6,19
2026-02-09 13F Fidelity D & D Bancorp Inc 2.571 0,00 257 -0,39
2026-02-17 13F United Capital Financial Advisers, Llc 790.411 9,57 78.946 9,17
2026-02-06 13F Lutz Financial Services LLC 219.891 4,27 21.963 3,88
2026-01-21 13F Indiana Trust & Investment Management CO 1.259 -8,24 126 -8,76
2026-02-12 13F Financial Network Wealth Management LLC 7.124 14,44 1
2026-04-22 13F Apollon Wealth Management, LLC 67.029 20,93 6.654 20,20
2026-04-10 13F Financial Partners Group, Inc 168.131 -0,37 16.690 -1,23
2026-02-04 13F Atlantic Union Bankshares Corp 14.589 -8,09 1.457 -8,42
2026-04-17 13F Richards, Merrill & Peterson, Inc. 1.993 8,20 198 7,65
2026-02-12 13F Stamos Capital Partners, L.p. 910.232 2,06 90.914 1,68
2026-02-13 13F WealthTrust Axiom LLC 2.423 0,00 242 0,00
2026-02-13 13F Aptus Capital Advisors, LLC 10.946 -7,80 1.093 -8,15
2026-01-27 13F Elevated Capital Advisors, LLC 58 6
2026-04-22 13F Larry Mathis Financial Planning, LLC 30.101 -1,39 2.988 -1,97
2026-04-27 13F Transcendent Capital Group LLC 6.568 148,60 652 147,91
2026-02-13 13F Heritage Wealth Advisors 4.962 9,90 496 9,51
2026-01-28 13F Palacios Wealth Management, LLC 2.339 0,00 234 -0,43
2026-02-09 13F MRP Capital Investments, LLC 7.094 -4,19 709 -3,54
2026-04-22 13F Keenan, LLC 24.702 3,44 2.478 3,86
2026-01-14 13F Net Worth Advisory Group 22.495 32,80 2.247 32,27
2026-04-08 13F Selby Wealth Management, LLC 3.026 -5,76 300 -6,25
2026-04-09 13F Freestate Advisors LLC 135.192 1,61 13.421 0,99
2026-01-29 13F Almanack Investment Partners, LLC. 0 -100,00 0 -100,00
2026-02-04 13F Madison Asset Management, LLC 247.990 4,23 24.769 3,84
2026-02-13 13F Evernest Financial Advisors, LLC 7.190 720
2026-02-13 13F Haverford Trust Co 6.488 41,32 648 40,87
2026-04-15 13F Brendel Financial Advisors LLC 52.823 452,83 5.244 449,58
2026-04-03 13F Hickory Point Bank & Trust 29.500 -0,17 2.928 -0,78
2026-01-28 13F HB Wealth Management, LLC 131.197 2,25 13.104 1,88
2026-04-15 13F Snider Financial Group 203.265 -13,43 20.178 -13,96
2026-02-17 13F 1607 Capital Partners, LLC 360.343 -21,31 35.991 -21,60
2026-04-20 13F Longview Financial Advisors LLC 3 0,00 0
2026-02-03 13F Silver Oak Advisory Group, Inc. 2.379 2,59 0
2026-04-15 13F Seacrest Wealth Management, Llc 2.608 -1,70 259 -2,64
2026-02-11 13F CoreFirst Bank & Trust 1.110 111
2026-01-22 13F Brookwood Investment Group LLC 2.893 -58,36 289 -58,62
2026-01-21 13F Culbertson A N & Co Inc 16.262 -5,48 1.624 -5,80
2026-01-27 13F Proffitt & Goodson Inc 5.251 -2,20 524 -2,60
2026-04-07 13F Boltwood Capital Management 0 -100,00 0
2026-04-27 13F Tsfg, Llc 10.659 0,06 1 0,00
2026-02-17 13F Zacks Investment Management 737.953 -3,05 73.707 -3,41
2026-02-17 13F Cdkv Holdings Llc 11.076 1.106
2026-04-10 13F Abound Wealth Management 480.838 5,93 47.733 5,28
2026-02-12 13F Sfam, Llc 128.849 12.869
2026-04-21 13F Towneley Capital Management, Inc / DE 2.066 0,00 205 -0,49
2026-02-04 13F Objective Capital Management, LLC 14.915 4,53 1.490 4,13
2026-02-13 13F Oxford Financial Group Ltd 8.642 852,81 863 858,89
2026-04-10 13F Lifestyle Asset Management, Inc. 393.707 136,63 39.083 135,18
2026-01-15 13F MTC Wealth Management LLC 412.464 -0,79 41.197 -1,16
2025-11-10 13F IFS Group,LLC 25.221 2.527
2026-02-12 13F Sumitomo Mitsui Financial Group, Inc. 0 -100,00 0
2026-01-08 13F Gryphon Financial Partners LLC 32.901 3,25 3.286 2,88
2026-01-26 13F Wbh Advisory Inc 40.715 -0,91 4.067 -1,26
2026-01-29 13F Kickstand Ventures, Llc. 0 -100,00 0
2026-01-30 13F Jackson Hole Capital Partners, LLC 70.548 -4,25 7.046 -4,60
2026-04-10 13F Perigon Wealth Management, LLC 337.233 17,64 33.477 16,93
2026-02-03 13F Diversify Wealth Management, Llc 17.670 1.771
2026-04-27 13F 4wealth Advisors, Inc. 3.851 -0,72 381 -1,55
2026-01-29 13F Strategic Investment Management, Llc 344.640 0,00 34.423 -0,37
2026-04-01 13F First Financial Bank - Trust Division 4.544 5,33 451 4,88
2026-04-17 13F Sovereign Financial Group, Inc. 10.052 41,78 998 40,82
2026-04-15 13F DAVENPORT & Co LLC 45.647 7,34 4.531 6,69
2026-04-24 13F Center for Wealth Management Advisory 0 -100,00 0
2026-04-08 13F FOCUS Wealth Advisors, LLC 12.595 0,00 1.250 -0,56
2026-02-10 13F Elm Partners Management LLC 291.724 60,37 29.137 59,78
2026-02-03 13F Connable Office Inc 263.590 -32,86 26.327 -33,10
2026-02-10 13F Measured Wealth Private Client Group, LLC 29.020 16,79 2.899 16,34
2026-04-21 13F WealthNavi Inc. 11.513.352 3,17 1.143 2,51
2026-02-13 13F Edgestream Partners, L.P. 82.799 -12,23 8.270 -12,55
2026-04-15 13F Gradient Capital Advisors, LLC 4.977 -0,84 494 -1,40
2026-02-12 13F Tandem Wealth Advisors LLC 368.346 -8,45 42.727 5,93
2026-02-13 13F/A Abound Financial, Llc 2 -99,97 0 -100,00
2026-04-17 13F Cora Capital Advisors Llc 0 -100,00 0
2026-04-16 13F Waystone Advisors Llc 3.719 3,22 369 2,79
2026-04-16 13F CWC Advisors, LLC. 0 -100,00 0
2026-02-04 13F ESG Planning 5.230 1,32 522 0,97
2026-02-09 13F Jefferies Financial Group Inc. 11.926 243,49 1.191 242,24
2026-04-16 13F SG Americas Securities, LLC 67.167 -77,99 7 -80,00
2026-02-17 13F Matrix Private Capital Group Llc 1.723 0,00 172 0,00
2026-01-23 13F Ti-trust, Inc 44.581 2,98 4.453 2,60
2026-02-05 13F Disciplined Investments, LLC 0 -100,00 0
2026-02-17 13F Wealth Architects, LLC 2.452 20,08 245 19,61
2026-04-08 13F WealthCare Investment Partners, LLC 4.736 25,29 469 24,40
2026-04-14 13F Wealthcare Advisory Partners LLC 405.504 4,99 40.254 4,35
2026-02-11 13F Advocacy Wealth Management Services, LLC 11.842 -46,11 1.183 -46,32
2026-01-13 13F Dakota Wealth Management 158.047 -61,75 15.786 -61,89
2026-04-21 13F Claro Advisors LLC 3.659 -1,93 363 -2,42
2026-01-09 13F Carr Financial Group Corp 17.278 8,35 1.726 7,95
2026-04-27 13F Baer Investment Advisory LLC 5.855 581
2026-02-06 13F Mullooly Asset Management, Inc. 144.478 10,18 14.431 9,78
2026-04-21 13F Wedbush Securities Inc 11.913 -1,46 1 0,00
2026-02-05 13F Am Investment Strategies Llc 3.623 0
2026-01-30 13F Mitsubishi UFJ Trust & Banking Corp 1.413.455 0,00 141.176 -0,37
2026-04-24 13F TSG Advice Partners, LLC 11.872 -17,52 1.179 -18,02
2026-04-09 13F Somnio Financial Group, LLC 134.775 2,39 13.379 1,77
2026-04-22 13F Asset Allocation Strategies LLC 91.468 61,75 9.080 60,76
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 24.057 289,59 2.403 288,05
2026-04-16 13F Roble, Belko & Company, Inc 334 0,00 0
2026-04-20 13F Fonville Wealth Management LLC 15.671 -7,75 1.556 -8,31
2026-01-16 13F Legacy Capital Wealth Partners, LLC 4.202 12,02 420 11,44
2026-02-06 13F Global Retirement Partners, LLC 421.304 5,58 42.080 5,19
2026-02-10 13F BKD Wealth Advisors, LLC 1.479.887 2,60 147.811 2,22
2025-11-05 13F Evermay Wealth Management Llc 0 -100,00 0 -100,00
2026-01-23 13F Burney Co/ 3.686 -21,97 368 -22,20
2026-01-26 13F Lionsbridge Wealth Management LLC 25.779 -0,49 2.575 -0,85
2026-01-28 13F WPG Advisers, LLC 19 0,00 2 0,00
2026-03-04 13F Henson-Edgewater Management, LLC 89.336 8.923
2025-11-13 13F Summit X, LLC 0 -100,00 0 -100,00
2026-02-10 13F One Capital Management, LLC 277.017 552,90 27.669 550,55
2026-02-17 13F RMB Capital Management, LLC 19.960 42,71 1.994 42,15
2026-02-11 13F Alteri Wealth LLC 11.142 7,48 1.113 7,03
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0
2026-04-17 13F Brave Asset Management Inc 399.490 4,38 39.657 3,74
2025-11-14 13F RW Investment Management LLC 4.518 -0,09 453 0,89
2026-04-24 13F Key FInancial Inc 3.188 0,00 317 -0,63
2026-04-08 13F Pines Wealth Management, LLC 2.689 0,49 267 -0,37
2026-04-13 13F True Wealth Design, LLC 89 -85,41 9 -86,67
2026-01-23 13F Howard Capital Management Inc. 1.734.237 -0,00 173.216 -0,37
2026-04-22 13F Silver Coast Investments LLC 93.497 3,77 9.281 3,15
2026-02-05 13F Petix & Botte Co 3.630 -2,58 363 -2,95
2026-04-16 13F XML Financial, LLC 24.010 -62,19 2.384 -62,43
2026-01-28 13F Joseph P. Lucia & Associates, LLC 50.174 15,10 5.011 14,67
2026-04-23 13F Simmons Bank 31.713 1,10 3.148 0,51
2026-02-13 13F Mill Creek Capital Advisors, LLC 1.291.919 10,90 129.037 10,49
2026-04-21 13F Hudson Oak Wealth Advisory LLC 39.290 3,82 3.900 3,20
2026-02-05 13F Berkeley Capital Partners, LLC 6.354 1,84 635 1,44
2026-02-17 13F Capstone Financial Advisors, Inc. 88.045 -3,14 8.794 -3,50
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 2.360 -0,92 234 -1,27
2026-01-15 13F Range Financial Group LLC 0 -100,00 0 -100,00
2026-02-13 13F Strategies Wealth Advisors, LLC 4.595 -17,90 459 -18,36
2026-04-07 13F Legacy Private Trust Co. 215.767 -12,49 21.419 -13,03
2026-02-04 13F MONECO Advisors, LLC 4.345 77,86 434 77,46
2026-02-17 13F Consultiva Wealth Management, Corp. 317 0,00 32 0,00
2026-04-16 13F Sentinel Pension Advisors Inc 4.006 8,95 398 8,17
2026-02-13 13F C M Bidwell & Associates Ltd 8.876 8,23 887 7,79
2026-01-30 13F Reicon Wealth Advisors, Llc 17.606 1.758
2026-04-06 13F IFS Advisors, LLC 46.843 -1,80 4.650 -2,39
2026-02-12 13F Titleist Asset Management, Llc 8.569 12,53 856 12,06
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-01-29 13F Aprio Wealth Management, LLC 10.980 0,05 1.097 -0,36
2026-02-11 13F Daner Wealth Management, LLC 2.350 0,00 236 -0,42
2026-04-15 13F Roan Capital Partners 4.266 423
2026-02-11 13F Franklin Resources Inc 736.838 10,56 73.595 10,15
2026-02-12 13F Sand Hill Global Advisors, LLC 706.139 5,86 70.529 5,47
2026-02-03 13F We Are One Seven, LLC 171.436 -56,67 17.123 -56,83
2026-01-21 13F Capital Investment Advisory Services, LLC 5.313 18,94 531 18,57
2026-04-07 13F Oasis Advisors, LLC 84.969 8.487
2026-02-10 13F Zhang Financial LLC 455.781 57,65 45.523 57,07
2026-02-03 13F Indivisible Partners 42.901 4.285
2026-02-11 13F Cornerstone Financial Group, LLC /NE/ 2.653 265
2026-02-06 13F Midwestern Financial, LLC /IA 83.522 4,15 8.342 3,77
2026-02-04 13F Legacy Financial Advisors, Inc. 6.736 673
2025-11-13 13F AlphaStar Capital Management, LLC 0 -100,00 0 -100,00
2026-02-11 13F Goodman Advisory Group, LLC 0 -100,00 0
2026-04-24 13F Family Capital Trust Co 143.818 0,00 14.364 0,00
2026-04-27 13F PAX Financial Group, LLC 9.886 50,52 981 49,54
2026-02-13 13F Aft, Forsyth & Company, Inc. 2.580 258
2026-01-23 13F Tyche Wealth Partners LLC 0 -100,00 0
2026-02-04 13F LRI Investments, LLC 176 0,00 18 0,00
2026-01-08 13F Goodman Financial Corp 4.048 404
2026-02-09 13F Global Assets Advisory, LLC 75.110 19,54 7.502 19,10
2026-04-15 13F LongView Wealth Management 23.953 0,02 2.390 -0,29
2026-01-22 13F Richardson Financial Services Inc. 332 33
2026-02-14 13F Pointe Capital Management LLC 23.244 9,99 2.322 9,58
2026-04-16 13F Sheets Smith Wealth Management 12.570 7,20 1.248 6,49
2026-04-23 13F Atlas Private Wealth Advisors 82.635 -5,56 8.203 -6,13
2026-02-10 13F Gw Henssler & Associates Ltd 7.444 -0,27 744 -0,67
2026-04-10 13F Prosperity Planning, Inc. 3.102 5,40
2026-04-22 13F Cornerstone Wealth Group, LLC 183.945 5,91 18.297 5,48
2026-04-16 13F Genesis Private Wealth, Llc 48.556 -9,08 4.820 -9,62
2026-02-04 13F WealthTrust Asset Management, LLC 54.026 3,03 5.396 2,66
2026-02-12 13F Wood Tarver Financial Group, LLC 4.170 -0,55 0
2026-01-30 13F Spreng Capital Management, Inc. 2.342 3,40 234 2,64
2026-02-17 13F Brooks, Moore & Associates, Inc. 12.800 1,59 1.278 1,19
2026-04-16 13F Tactive Advisors, LLC 46.995 16,13 4.665 15,41
2025-11-10 13F Lion Street Advisors, LLC 0 -100,00 0 -100,00
2026-01-21 13F V2 Financial group LLC 11.374 1,41 1.136 1,07
2026-02-06 13F Wrapmanager Inc 212.212 -2,33 21.196 -2,69
2026-04-08 13F NorthCrest Asset Manangement, LLC 103.855 -52,57 10.306 -52,96
2026-03-09 13F Lifetime Wealth Management P.C. 15 654
2026-04-24 13F Oakworth Capital, Inc. 1.619 0,00 161 -0,62
2026-02-02 13F Souders Financial Advisors 111.202 -45,31 11.107 -45,51
2026-01-27 13F Stephenson & Company, Inc. 3.422 11,39 342 11,07
2026-02-09 13F Delta Asset Management Llc/tn 2.000 -1,23 200 -1,97
2026-04-20 13F Godsey & Gibb Associates 0 -100,00 0
2026-02-10 13F Main Management LLC 75.780 8,77 8 16,67
2026-04-27 13F DSG Capital Advisors, LLC 201.894 1,02 20.042 0,06
2026-01-29 13F Vanguard Group Inc 2.118 -16,68 212 -16,93
2026-02-09 13F Glenview Trust Co 53.894 5,45 5.383 5,06
2026-04-17 13F High Net Worth Advisory Group LLC 139.356 -0,20 13.834 -0,81
2026-04-15 13F Signature Estate & Investment Advisors Llc 2.529 -36,41 251 -36,78
2026-02-02 13F Montag A & Associates Inc 3.679 0,00 367 -0,27
2025-11-03 13F Stonegate Investment Group, LLC 64.676 9,87 6.484 11,03
2026-01-20 13F Alpha Financial Advisors, LLC 12.389 -10,86 1.237 -11,20
2026-02-25 13F Topor & Co. Korea 35.354 4
2026-04-24 13F UMA Financial Services, Inc. 7.531 -3,88 748 -4,48
2026-02-11 13F Syon Capital Llc 287.069 28.672
2026-01-21 13F Leo Wealth, LLC 10.395 87,91 1.038 87,36
2026-02-03 13F Buck Wealth Strategies, LLC 368.411 -18,95 36.797 -19,25
2026-02-13 13F/A Archvest Wealth Advisors, Inc. 3.556 -75,68 355 -75,77
2026-04-09 13F Brown Wealth Management, Llc 2.530 -1,52 251 -1,95
2026-01-07 13F Procyon Private Wealth Partners, LLC 11.246 -2,55 1.123 -2,85
2026-01-21 13F Ak Global Asset Management, Llc 18.100 1.808
2026-01-29 13F Concord Wealth Partners 367 -1,87 37 -2,70
2026-02-11 13F Westerkirk Capital Inc. 206.370 -73,08 20.612 -73,18
2026-02-17 13F Jones Financial Companies Lllp 138.558.797 -3,72 13.839.253 -3,91
2026-01-16 13F Beaumont Financial Advisors, LLC 3.048 304
2026-02-05 13F Integrated Investment Consultants, LLC 31.656 62,21 3.162 61,61
2026-04-09 13F Mechanics Bank Trust Department 33.702 -8,02 3.346 -8,58
2026-02-06 13F Evoke Wealth, Llc 616.806 -5,61 61.607 -5,96
2026-04-13 13F Affinity Capital Advisors, LLC 2.068 0,58 205 0,00
2026-02-11 13F Gateway Wealth Partners, LLC 8.467 -6,46 846 -6,84
2026-02-24 13F Lynch Investment Planning, LLC 50.644 5.058
2026-02-11 13F First American Trust, Fsb 36.721 3.668
2026-04-14 13F eCIO, Inc. 399.971 16,61 39.705 15,90
2026-02-13 13F Boston Family Office Llc 2.615 0
2026-04-17 13F Watershed Private Wealth Llc 165.186 -8,44 16.398 -9,01
2026-02-24 13F Stone Wealth Partners 50.715 5.065
2026-02-17 13F Blueprint Investment Partners LLC 56.226 -4,62 5.616 -4,98
2026-02-13 13F Golden State Wealth Management, LLC 263.367 1,51 26.305 1,13
2026-02-12 13F Stonebridge Capital Advisors LLC 3.202 14,36 320 13,93
2026-02-11 13F All Terrain Financial Advisors, LLC 72.774 -0,71 7.269 -1,08
2026-02-17 13F New England Asset Management Inc 50 0,00 5 -20,00
2026-01-12 13F PUREfi Wealth, LLC 12.706 34,11 1.269 33,72
2026-02-04 13F One Day In July LLC 130.638 11,53 13.048 11,12
2026-02-17 13F Jump Financial, LLC 0 -100,00 0
2026-04-10 13F Matrix Trust Co 258.524 -1,73 26 -3,85
2026-03-17 13F U S Wealth Group, Llc. 100.485 -1,52 10.036 -1,89
2025-11-04 13F Werba Rubin Papier Wealth Management 0 -100,00 0 -100,00
2026-02-05 13F Chancellor Financial Group WB LP 4.403 0,05 440 -0,45
2026-02-03 13F Ballast, Inc. 19.388 3,38 1.936 2,98
2026-02-09 13F GatePass Capital, LLC 18.025 20,84 1.800 20,40
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 1.634 -0,37 163 -0,61
2026-04-10 13F TCP Asset Management, LLC 169.214 40,62 16.798 39,75
2026-04-22 13F RBA Wealth Management, LLC 18.130 0,39 1.800 -0,22
2026-02-17 13F Advisory Services Network, LLC 350.288 70,28 34.987 69,65
2026-04-15 13F Trust Co Of Toledo Na /oh/ 2.026 0,00 201 -0,50
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-04-01 13F Helen Stephens Group, LLC 19.587 825,22 1.944 821,33
2026-02-18 13F SkyView Investment Advisors, LLC 2.012 0,00 0
2025-11-14 13F Wilshire Associates Inc 24.041 99,01 2.410 101,17
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