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.
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.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 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 |

