Grundlæggende statistik
| Institutionelle ejere | 790 total, 790 long only, 0 short only, 0 long/short - change of 14,93% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9748 % - change of 2,76% MRQ |
| Institutionelle aktier (lange) | 198.831.142 (ex 13D/G) - change of 31,81MM shares 19,05% MRQ |
| Institutionel værdi (lang) | $ 14.584.158 USD ($1000) |
Institutionelt ejerskab og aktionærer
American Century ETF Trust - Avantis Emerging Markets Equity ETF (US:AVEM) har 790 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 198,831,142 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Savant Capital, LLC, Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, Align Financial, LLC, Wells Fargo & Company/mn, Morgan Stanley, LPL Financial LLC, Northwestern Mutual Wealth Management Co, and Jones Financial Companies Lllp .
American Century ETF Trust - Avantis Emerging Markets Equity ETF (ARCA:AVEM) 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 March 12, 2026 is 80,74 / share. Previously, on March 13, 2025, the share price was 60,24 / share. This represents an increase of 34,03% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 58 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 45.305 | 85,48 | 3.489 | 90,24 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 3.214 | 5,69 | 248 | 8,33 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 89.654 | 5,21 | 6.905 | 7,89 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 800 | 0,00 | 62 | 1,67 | ||||
| 2026-01-09 | 13F | Silvia Mccoll Wealth Management, Llc | 23.099 | -5,34 | 1.779 | -2,89 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 299 | -44,83 | 23 | -42,50 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 157.604 | -1,00 | 12.139 | 1,52 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 6.250 | -1,26 | 481 | 1,26 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 38.102 | 335,70 | 2.935 | 347,26 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 34.136 | 31,08 | 2.542 | 30,03 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 28.373 | 2.185 | ||||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 10.904 | 93,88 | 840 | 98,82 | ||||
| 2026-02-02 | 13F | Cypress Point Wealth Management, LLC | 95.938 | 4,73 | 7.389 | 7,40 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 4.970 | 65,23 | 383 | 69,78 | ||||
| 2026-01-26 | 13F | WJ Interests, LLC | 250.803 | -7,36 | 19.317 | -5,00 | ||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 99.459 | 7.660 | ||||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 172.791 | -44,22 | 13.308 | -42,81 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 13.972 | 30,26 | 1.076 | 33,66 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 5.414 | 0,48 | 417 | 2,97 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 95.173 | 54,45 | 7.330 | 58,38 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 99.322 | 64,36 | 8 | 75,00 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 108.904 | 8.388 | ||||||
| 2026-01-07 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 257.557 | 99,79 | 20.648 | 113,26 | ||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 473.111 | 36.439 | ||||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 4.006 | -2,63 | 309 | -0,32 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 140 | 11 | ||||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 46.582 | 18,76 | 3.588 | 21,76 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1.001.434 | 32,25 | 77.130 | 35,61 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 41.157 | 29,33 | 3.170 | 32,59 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Motco | 23.028 | 20,18 | 1.774 | 23,21 | ||||
| 2026-02-11 | 13F | Hoxton Planning & Management, LLC | 9.530 | 734 | ||||||
| 2026-02-12 | 13F | Triumph Capital Management | 292 | -0,34 | 22 | 0,00 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 49.767 | 79,83 | 3.833 | 84,46 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 8.599 | 662 | ||||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 39.730 | -2,61 | 3.060 | -0,16 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 58.230 | 1,69 | 4.485 | 4,25 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.740.586 | 39,60 | 288.100 | 43,15 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 460.255 | 75,93 | 35.449 | 80,05 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 13.215 | 91,66 | 1.018 | 96,71 | ||||
| 2026-02-12 | 13F | Trailhead Planners LLC | 32.294 | 2.487 | ||||||
| 2026-01-26 | 13F | Quarry Hill Advisors, Llc | 25.340 | 3,20 | 1.952 | 5,80 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 237 | 18 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 9.965 | 20,29 | 1 | |||||
| 2025-09-24 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 567.117 | -8,67 | 39.227 | 4,40 | ||||
| 2026-01-22 | 13F | Telos Capital Management, Inc. | 74.335 | 480,06 | 5.725 | 495,11 | ||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 299 | 23 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 204.163 | -11,76 | 15.725 | -9,52 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 137.822 | 7,65 | 10.615 | 10,40 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 6.522 | 18,47 | 502 | 21,55 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 876.285 | 3,30 | 67.491 | 5,93 | ||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 5.579 | 0,05 | 430 | 2,63 | ||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 17 | 1 | ||||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 22.401 | 1,29 | 1.725 | 3,85 | ||||
| 2026-02-12 | 13F | Betterment LLC | 27.850 | 1,39 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 3.629 | 7,59 | 280 | 10,28 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 4.839 | 373 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 72.441 | 26,95 | 5.579 | 42,65 | ||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 121.615 | 9.367 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 70.127 | 94,03 | 5.401 | 99,01 | ||||
| 2026-02-13 | 13F | American Century Companies Inc | 2.641.484 | 16,26 | 203.447 | 19,22 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 120.434 | -1,25 | 9.276 | 1,26 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 214 | 16 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 42.418 | 54,61 | 3.646 | 70,33 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 3.723 | 5,17 | 287 | 7,92 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 3.046.853 | 52,33 | 234.669 | 58,18 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 22.266 | 1.715 | ||||||
| 2025-11-03 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Verus Wealth Management, Llc | 45.268 | -5,29 | 3.487 | -2,87 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 41.586 | 29,75 | 3.203 | 33,03 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 59.182 | -5,52 | 4.558 | -3,10 | ||||
| 2026-01-12 | 13F | Physician Wealth Solutions Inc. | 74.106 | 4,96 | 5.708 | 7,64 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 180 | 14 | ||||||
| 2025-10-10 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | GGM Financials LLC | 150 | 1,35 | 12 | 0,00 | ||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 26.291 | -5,33 | 2.025 | -2,93 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.307.298 | -6,91 | 100.688 | -4,54 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 773.460 | 3,20 | 59.572 | 5,83 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 32.068 | 89,17 | 2.470 | 93,95 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 439 | 192,67 | 34 | 200,00 | ||||
| 2026-02-27 | 13F | Arwa Llc | 33.022 | 2.543 | ||||||
| 2026-01-26 | 13F | Key Capital Management, INC | 99 | 8 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 3.597 | -20,08 | 277 | -18,05 | ||||
| 2026-01-12 | 13F | Quantum Financial Advisors, LLC | 359.031 | 5,91 | 27.653 | 8,60 | ||||
| 2026-02-17 | 13F | Creative Planning | 974.297 | -2,94 | 75.040 | -0,48 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 5.335 | 520,35 | 411 | 540,63 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 50.820 | -1,45 | 3.914 | 1,06 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 2.656 | 205 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 493.261 | 18,99 | 37.991 | 22,01 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 3.382 | 254 | ||||||
| 2026-01-16 | 13F | Claris Advisors, Llc / Mo / | 2.865 | -5,60 | 221 | 5,77 | ||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 3.681 | 312 | ||||||
| 2026-01-15 | 13F | ERn Financial, LLC | 167.024 | 2,18 | 12.864 | 4,77 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 37.212 | 5,29 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 14.217 | 1.217 | ||||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 32.850 | 0,67 | 2.823 | 11,76 | ||||
| 2026-02-13 | 13F | Cetera Trust Company, N.A | 15.357 | 0,00 | 1.183 | 2,52 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 14 | 1 | ||||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 90.283 | 11,30 | 6.954 | 14,13 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 1.262 | 97 | ||||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 2.345.197 | 3,46 | 180.627 | 6,09 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 79.179 | 6.098 | ||||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 36.653 | 0,54 | 2.823 | 3,10 | ||||
| 2026-01-22 | 13F | Fmb Wealth Management | 24.673 | 10,44 | 1.900 | 13,30 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 8.609 | 8,44 | 1 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 38.035 | 31,66 | 3 | 0,00 | ||||
| 2026-03-03 | 13F | Targeted Financial Services LLC | 9.360 | 721 | ||||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 243.128 | -3,05 | 18.726 | -0,59 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 14.843 | 259,31 | 1.143 | 268,71 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 70.326 | 0,38 | 5.416 | 2,93 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 66.354 | 116,09 | 5.111 | 121,60 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BlackRock, Inc. | 31.113 | 14,50 | 2.396 | 17,45 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 2.245.195 | 731,83 | 172.925 | 753,02 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 3.531 | 22,31 | 0 | |||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 3.750 | 289 | ||||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 6.136 | 37,27 | 473 | 40,90 | ||||
| 2026-01-16 | 13F | Oak Root LLC | 1.075.466 | -7,86 | 82.832 | -5,52 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.277.846 | 58,46 | 98.420 | 62,49 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 6.990 | 538 | ||||||
| 2026-02-17 | 13F | D L Carlson Investment Group Inc | 84.071 | 11,37 | 6.475 | 14,22 | ||||
| 2026-01-20 | 13F | HMV Wealth Advisors, LLC | 30.040 | -2,69 | 2.314 | -0,22 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 230.389 | 14,16 | 17.745 | 17,06 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 234.831 | 18.087 | ||||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 218.004 | -1,10 | 16.791 | 1,41 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 43.758 | 0,30 | 3.370 | 2,87 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 13.421 | 1,81 | 1.034 | 4,34 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 92.335 | 92,00 | 7.112 | 91,57 | ||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 244.424 | 18.826 | ||||||
| 2026-02-05 | 13F | Hicks Capital Management Llc | 21.730 | 1.674 | ||||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 222.649 | 4,45 | 17.148 | 7,10 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 6.900 | -44,80 | 531 | -43,39 | ||||
| 2026-02-13 | 13F | Eaton-Cambridge Inc. | 17.281 | -3,32 | 1.331 | -0,89 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 213 | 0,00 | 16 | 6,67 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 169.224 | 28,21 | 13.034 | 31,47 | ||||
| 2026-01-14 | 13F | Kaufman Rossin Wealth, LLC | 4.281 | -7,62 | 330 | -5,46 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 37.855 | 2.916 | ||||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 82.006 | 0,04 | 6.316 | 2,60 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 248.675 | 12,89 | 19.153 | 15,76 | ||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 2.400 | 0,00 | 185 | 2,22 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Clarity Wealth Development LLC | 14.059 | -1,74 | 1.083 | -3,05 | ||||
| 2026-02-02 | 13F | Objectivity Squared, LLC | 82.211 | 2,87 | 6.332 | 5,48 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 553 | 49,46 | 0 | |||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 31.225 | -6,29 | 2.405 | -3,92 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 1.475.543 | 3.618,89 | 113.646 | 3.713,62 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 19.593 | 13,48 | 1.509 | 16,44 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 8.669 | -3,03 | 668 | -0,60 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 557 | 184,18 | 43 | 200,00 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.198.370 | 10,41 | 169.318 | 13,22 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 435 | 0,00 | 34 | 3,13 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 14.752 | 78,06 | 1.136 | 82,64 | ||||
| 2026-01-28 | 13F | Team Hewins, LLC | 167.923 | -0,23 | 12.933 | 2,31 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 1.427 | -6,30 | 113 | -1,74 | ||||
| 2026-02-09 | 13F | First National Trust Co | 47.143 | 13,42 | 3.631 | 16,31 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 612 | 0 | ||||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 17.550 | 200,00 | 1.352 | 207,74 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 96.311 | 39,99 | 7 | 40,00 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 12.674 | -3,52 | 976 | -1,01 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 7.633 | 588 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.265 | 0,00 | 174 | 2,35 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 116.438 | 8.968 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 3.628.408 | 29,54 | 279.460 | 32,83 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 29.223 | -5,35 | 2.251 | -2,98 | ||||
| 2026-02-13 | 13F | Commerce Bank | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 61.778 | -0,45 | 4.758 | 2,08 | ||||
| 2026-02-02 | 13F | CX Institutional | 823 | 1,60 | 0 | |||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 105.330 | 8.112 | ||||||
| 2026-01-26 | 13F | Level Financial Advisors, Inc. | 67.978 | 1,12 | 5.236 | 3,68 | ||||
| 2026-01-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 101.306 | -2,33 | 7.803 | 0,15 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 60.235 | -1,16 | 4.991 | 5,01 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.771 | 136 | ||||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 29.828 | 2.297 | ||||||
| 2026-01-05 | 13F | First Hawaiian Bank | 99.311 | 7,68 | 7.649 | 10,41 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 307 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 1.108.899 | 5,55 | 85.407 | 8,23 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 13.689 | -1,11 | 1.138 | 6,06 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 3.554 | 274 | ||||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 22.759 | 4,52 | 1.753 | 7,16 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 208.668 | -4,08 | 16.072 | -1,65 | ||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 38.194 | 2.942 | ||||||
| 2026-01-22 | 13F | Vicus Capital | 4.137 | -1,22 | 319 | 1,27 | ||||
| 2026-02-17 | 13F | Fmr Llc | 638.924 | 219,57 | 49.248 | 227,95 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 3.009 | 256 | ||||||
| 2026-02-13 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Brown Financial Advisory | 5.559 | 0,00 | 428 | 2,64 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 36 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 865.913 | 6,93 | 66.692 | 9,64 | ||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 7.793 | 600 | ||||||
| 2026-01-29 | 13F | Aspen Capital Management, LLC | 2.930 | 0,69 | 226 | 3,21 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 4.414 | 379 | ||||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 131.786 | 3,52 | 10.150 | 6,16 | ||||
| 2026-01-15 | 13F | Acima Private Wealth, Llc | 98.393 | -7,77 | 7.578 | -5,42 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 162.479 | 5,08 | 12.514 | 7,75 | ||||
| 2026-01-09 | 13F | Hardin Capital Partners, LLC | 13.713 | 0,99 | 1.056 | 3,63 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 220 | 0,00 | 17 | 0,00 | ||||
| 2026-01-28 | 13F | White Pine Investment CO | 61.672 | 65,52 | 5 | 100,00 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 11.091 | 50,39 | 854 | 51,15 | ||||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 103.468 | 97,95 | 7.969 | 103,03 | ||||
| 2026-01-09 | 13F | Aurelius Family Office LLC | 34.297 | -0,07 | 2.725 | 5,70 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 3.551 | -5,10 | 273 | -2,85 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 11.383 | -0,23 | 877 | 2,34 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 190.269 | 12,47 | 14.655 | 15,33 | ||||
| 2026-01-22 | 13F | Venturi Wealth Management, LLC | 195.917 | -31,36 | 15.090 | -29,62 | ||||
| 2025-11-06 | 13F | Westbourne Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 81.616 | 4,77 | 6.130 | 14,82 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 8.866 | -0,88 | 683 | 1,64 | ||||
| 2026-01-15 | 13F | Dixon Fnancial Services, Inc. | 9.908 | 0,00 | 763 | 2,55 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 75.052 | 263,06 | 5.869 | 277,19 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 655 | 50 | ||||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 1.754 | 135 | ||||||
| 2026-02-17 | 13F | Foundry Financial LLC | 10.623 | 818 | ||||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Emprise Bank | 3.574 | 0,00 | 275 | 2,61 | ||||
| 2025-10-21 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 9.585 | 0,00 | 738 | 2,64 | ||||
| 2025-09-25 | NP | FINT - Frontier Asset Total International Equity ETF | 151.997 | -18,29 | 10.514 | -6,60 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 955.260 | 15,54 | 73.574 | 118.567,74 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 49.192 | 4,18 | 3.789 | 6,82 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 44.230 | 84,90 | 3.407 | 89,64 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 369 | 0,00 | 28 | 3,70 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 7.729 | -4,05 | 595 | -1,65 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 4.296 | 331 | ||||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 37.018 | 22,22 | 2.851 | 25,32 | ||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 4.879 | -21,89 | 376 | -20,04 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 56.438 | 4.347 | ||||||
| 2026-02-02 | 13F | HTG Investment Advisors, Inc. | 75.432 | 6,52 | 5.810 | 9,21 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 5.100 | 393 | ||||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 1.266 | 0,00 | 98 | 2,11 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 22.985 | 196,77 | 1.770 | 233,96 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 12.989 | 29,22 | 1.000 | 32,45 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 91.962 | 50,64 | 7.083 | 54,46 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 33.366 | -5,37 | 2.570 | -2,98 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 2.882 | 1,55 | 222 | 4,23 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 18.061 | -7,81 | 1.391 | -5,44 | ||||
| 2026-01-08 | 13F | Grove Bank & Trust | 69.784 | 6,74 | 5.375 | 9,45 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 4.280 | 2,32 | 330 | 4,78 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 4.500 | 0,00 | 347 | 2,67 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 454.605 | -1,11 | 35.014 | 1,41 | ||||
| 2026-02-17 | 13F | Brown Financial Advisors | 58.354 | -0,79 | 4.494 | 1,74 | ||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 10.143 | 0,00 | 781 | 2,63 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 40.717 | 4,73 | 3.136 | 7,40 | ||||
| 2026-02-10 | 13F | Parkway Wealth Management Group, LLC | 4.534 | 349 | ||||||
| 2025-11-12 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 2.837 | 8,70 | 219 | 11,73 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 87.552 | -1,10 | 7.153 | 5,24 | ||||
| 2025-11-12 | 13F | Journey Strategic Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 465.220 | 34,02 | 37.706 | 42,01 | ||||
| 2026-01-14 | 13F | Centennial Wealth Advisory LLC | 27.951 | 4,67 | 2.153 | 7,33 | ||||
| 2026-01-23 | 13F | Sunpointe, LLC | 9.306 | 0,00 | 717 | 2,58 | ||||
| 2026-01-29 | 13F | High Probability Advisors, LLC | 291.839 | -0,39 | 22.477 | 2,14 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 582.617 | -1,06 | 44.873 | 1,46 | ||||
| 2026-01-12 | 13F | Heritage Family Offices, LLP | 10.815 | 833 | ||||||
| 2026-02-13 | 13F | Change Path, LLC | 614.517 | 32,34 | 47.330 | 35,71 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 27.877 | 24,23 | 2.147 | 27,42 | ||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 2.802 | 216 | ||||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 5.534 | 18,10 | 426 | 21,37 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Porter White Investment Advisors, Inc. | 3.186 | 0,00 | 245 | 2,51 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 7 | 1 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 461.897 | 40,15 | 35.576 | 43,71 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 15.999 | 1.232 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 75 | 6 | ||||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 10.472 | -5,98 | 807 | -3,59 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 181 | -51,99 | 14 | -53,57 | ||||
| 2026-01-27 | 13F | PFG Advisors | 23.980 | 1.847 | ||||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 3.402 | 0 | ||||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 113.512 | -22,72 | 8.743 | -20,76 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.765.839 | 4,62 | 136.007 | 8,23 | ||||
| 2025-11-03 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Nottingham Advisors, Inc. | 115.383 | -3,45 | 8.887 | -1,00 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 22.010 | 57,50 | 1.695 | 61,58 | ||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 135.744 | -6,48 | 10.455 | -4,10 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 94.440 | 0,40 | 7.274 | 2,96 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 33 | 3 | ||||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 3.215 | 0,00 | 248 | 2,49 | ||||
| 2026-01-09 | 13F | Friday Financial | 12.272 | 21,54 | 945 | 24,67 | ||||
| 2025-10-24 | 13F | rebel Financial LLC | 0 | -100,00 | 6.427 | 9,68 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 7.672 | -93,15 | 591 | -92,99 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 279.273 | 0,16 | 21.510 | 2,70 | ||||
| 2026-02-10 | 13F | Pasadena Private Wealth, LLC | 315.161 | 0,76 | 24.274 | 3,32 | ||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 4.028 | 310 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 9.836 | 2,00 | 758 | 4,56 | ||||
| 2026-02-17 | 13F | OmniStar Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 8.461 | 65,74 | 652 | 69,97 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 508.408 | 4,77 | 39.158 | 7,43 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 56.716 | 6,50 | 4.368 | 9,23 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 29.512 | -3,00 | 2.273 | -0,53 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Retirement Financial Solutions, Llc | 143.070 | 11.019 | ||||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 3.725 | 0,00 | 287 | 2,51 | ||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 50.241 | 24,53 | 3.870 | 27,69 | ||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 28.943 | -1,78 | 2.229 | 0,72 | ||||
| 2026-01-29 | 13F | Comerica Bank | 56.708 | 14,74 | 4.368 | 17,65 | ||||
| 2026-01-14 | 13F | ACT Advisors, LLC. | 307.508 | 3,45 | 23.684 | 6,08 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 198 | 260,00 | ||||||
| 2026-02-13 | 13F | Burton Enright Welch | 191.892 | 14.780 | ||||||
| 2026-01-08 | 13F | Websterrogers Financial Advisors, Llc | 197.950 | -2,47 | 15.246 | 0,02 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 11.150 | -2,73 | 859 | -0,35 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 6.712 | 1,84 | 517 | 4,44 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 23.681 | -0,11 | 1.824 | 3,34 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 5.965 | -1,44 | 459 | 1,10 | ||||
| 2026-01-26 | 13F | Slagle Financial, LLC | 23.320 | 3,55 | 1.796 | 6,21 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 773.518 | 26,59 | 59.576 | 29,81 | ||||
| 2026-02-11 | 13F | Lifestyle Asset Management, Inc. | 50.624 | -2,73 | 3.899 | -0,26 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 114 | -75,90 | 9 | -77,14 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 32.232 | -0,37 | 2 | 0,00 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 183.631 | -0,25 | 15.260 | 10,36 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 529.756 | -1,85 | 40.802 | 0,65 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 16.114 | 4.783,03 | 1.241 | 5.070,83 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 225.066 | 104,43 | 17 | 112,50 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 4.839 | 373 | ||||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 74.719 | 1,41 | 5.755 | 3,98 | ||||
| 2026-01-30 | 13F | Torren Management, LLC | 144.098 | 11.098 | ||||||
| 2026-02-05 | 13F | PCG Wealth Advisors, LLC | 11.217 | -2,04 | 864 | 0,35 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 16.338 | 47,38 | 1.258 | 51,20 | ||||
| 2026-01-14 | 13F | McMahon Financial Advisors, LLC | 192.951 | 3,87 | 14.861 | 6,52 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.648.590 | 53,70 | 126.974 | 57,61 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 20.792 | 7,24 | 1.562 | 17,55 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 4.083 | 0,00 | 314 | 2,61 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 4.629 | 357 | ||||||
| 2026-02-02 | 13F | MN Wealth Advisors, LLC | 91.838 | 16,01 | 7.073 | 18,95 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 2.726 | 210 | ||||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 137 | -19,88 | 13 | 9,09 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 57.439 | -0,85 | 4.424 | 1,65 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 77 | 1 | ||||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 123.350 | 90,07 | 9.503 | 94,97 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 405.298 | 0,61 | 31.216 | 3,17 | ||||
| 2026-01-08 | 13F | Asempa Wealth Advisors | 12.187 | 939 | ||||||
| 2026-01-15 | 13F | Trust Co | 1.061 | 82 | ||||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 82.023 | 109,56 | 6.317 | 114,94 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 9 | 80,00 | 1 | |||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 11 | 1 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 129.029 | 0,32 | 9.859 | 0,70 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 57.733 | 1,33 | 4.447 | 3,90 | ||||
| 2026-01-08 | 13F | Cooper Financial Group | 93.654 | 7.213 | ||||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 176.373 | 1,71 | 13.584 | 4,30 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 4.042 | 1.454,62 | 0 | |||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 31 | 2 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 3.116 | -45,03 | 240 | -43,76 | ||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 89.596 | -3,07 | 6.901 | -0,62 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 4.211 | 22,81 | 324 | 26,07 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 1.647 | -12,49 | 127 | -10,64 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 8.473 | 4.136,50 | 653 | 4.246,67 | ||||
| 2026-02-19 | 13F | Professional Financial Solutions Llc /adv | 4.569 | 352 | ||||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 408.482 | -2,65 | 31.461 | -0,18 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 13.534 | 76,48 | 1.042 | 80,90 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Lakeridge Wealth Management LLC | 73.358 | 11,98 | 5.650 | 14,84 | ||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 3.847 | -7,79 | 296 | -5,43 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 11.286 | -0,32 | 869 | 2,24 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 10.439 | 11,99 | 867 | 20,25 | ||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 6.339 | 3,11 | 488 | 5,86 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 700 | 0,29 | 54 | 1,92 | ||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 46.832 | 29,84 | 3.607 | 33,11 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 64.742 | -2,22 | 5 | -91,84 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 23.155 | -5,02 | 1.783 | -2,62 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 31 | 2 | ||||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 198.732 | 34,25 | 15.306 | 37,67 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 32.293 | 0,17 | 2.487 | 2,73 | ||||
| 2026-01-29 | 13F | Approach Retirement Advisors, LLC | 13.152 | 1.013 | ||||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 308 | 1,32 | 24 | 4,55 | ||||
| 2026-02-14 | 13F | Copley Financial Group, Inc. | 3.342 | -2,85 | 257 | -0,39 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 269.353 | 3,96 | 20.746 | 6,60 | ||||
| 2026-02-17 | 13F | Pw Advisors, Llc \ Fl | 65.067 | 5.011 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 28.429 | 0,42 | 2.190 | 2,96 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 71.760 | 19,31 | 5.527 | 22,34 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 54.200 | 4 | ||||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 433.802 | 33.411 | ||||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 13.353 | 115,89 | 1.028 | 121,55 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 234.975 | 18.098 | ||||||
| 2026-01-15 | 13F | Foster & Motley Inc | 533.244 | -0,97 | 41 | 2,50 | ||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 11.406 | -5,61 | 1 | |||||
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Harbor Group, Inc. | 46.609 | 21,01 | 3.590 | 24,10 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 465 | 36 | ||||||
| 2026-01-22 | 13F | Sterneck Capital Management, LLC | 54.594 | 5,03 | 4.205 | 7,68 | ||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 27.830 | 2,14 | 2.143 | 4,74 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 17 | 1 | ||||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 89.320 | 7,08 | 6.879 | 9,80 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 8.231 | 175,93 | 634 | 182,59 | ||||
| 2026-01-23 | 13F | Avion Wealth | 3.610 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Broadway Wealth Solutions, Inc. | 86.652 | 0,04 | 6.674 | 2,58 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 394 | 1,55 | 30 | 3,45 | ||||
| 2026-01-30 | 13F | Activest Wealth Management | 113.939 | 1,78 | 8.776 | 4,36 | ||||
| 2026-02-17 | 13F | Wheels Up Wealth, Inc. | 35.688 | 2.749 | ||||||
| 2025-11-10 | 13F | Ameritas Investment Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 5.213 | 66,18 | 401 | 70,64 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 53.255 | 92,17 | 4.102 | 97,07 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 159 | 12 | ||||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 58.169 | 8,01 | 4.851 | 19,63 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 1.093 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Wealth Alliance | 23.764 | 1.830 | ||||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 6.831 | 163,14 | 527 | 171,65 | ||||
| 2026-02-13 | 13F/A | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 25.053 | 10,74 | 1.930 | 13,54 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 50.065 | 38,81 | 3.856 | 42,39 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 700.000 | 359,68 | 53.914 | 371,40 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 201 | 35,81 | 16 | 36,36 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 6.858.314 | 6.858 | ||||||
| 2026-01-21 | 13F | Tarbox Family Office, Inc. | 523.415 | 0,65 | 40.313 | 3,21 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 23.379 | -0,57 | 1.801 | 1,93 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 12.834 | 97,32 | 988 | 102,46 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 178.282 | -0,11 | 13.731 | 2,44 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 8 | 1 | ||||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 12.412 | -11,06 | 956 | -8,87 | ||||
| 2026-02-05 | 13F | Atlas Wealth LLC | 10.192 | 0,00 | 785 | 2,48 | ||||
| 2026-02-19 | 13F | WealthPoint Financial, LLC | 21.278 | 1.639 | ||||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 229.978 | 2,89 | 17.713 | 5,50 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 3.750 | -0,19 | 289 | 2,13 | ||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 9.831 | 757 | ||||||
| 2026-02-09 | 13F | Sensible Money, LLC | 10.048 | -0,07 | 774 | 2,38 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 16.201 | 380,31 | 1.251 | 396,43 | ||||
| 2026-02-03 | 13F | Centerpoint Advisory Group | 15.456 | 2,01 | 1.190 | 4,57 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 18.354 | 181,68 | 1.414 | 188,96 | ||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 17.011 | 100,98 | 1.310 | 106,30 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 36.907 | 0,88 | 2.843 | 3,46 | ||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 664.423 | 2,30 | 51.174 | 4,90 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-16 | 13F | Fortress Wealth Management, Inc. | 19.924 | -12,71 | 1.496 | -4,35 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 497.469 | -0,33 | 38.315 | 2,21 | ||||
| 2026-01-08 | 13F | Sprinkle Financial Consultants LLC | 35.346 | 0,93 | 2.722 | 3,50 | ||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 7.533 | 0,61 | 456 | -19,04 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 12.687 | 977 | ||||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 36.388 | 3,64 | 3 | 0,00 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 261.668 | 2,10 | 20.154 | 4,70 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 549.538 | 9,29 | 42.325 | 12,07 | ||||
| 2026-02-12 | 13F | Haven Private, LLC | 92.150 | 0,42 | 7.097 | 2,97 | ||||
| 2026-01-07 | 13F | Envision Financial LLC | 3.610 | 0,00 | 278 | 2,58 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 530.658 | 0,06 | 40.871 | 2,60 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 8.400 | 647 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 282.322 | 831,02 | 21.744 | 854,94 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 18.457 | 10,53 | 1.422 | 13,32 | ||||
| 2026-01-21 | 13F | MBE Wealth Management, LLC | 4.609 | 14,68 | 355 | 17,61 | ||||
| 2025-10-28 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 74 | -3,90 | 6 | 0,00 | ||||
| 2026-01-23 | 13F | ABLE Financial Group, LLC | 119.242 | 8,17 | 9.184 | 10,92 | ||||
| 2026-02-09 | 13F | Flagstone Financial Management | 94.704 | -1,63 | 7.294 | 0,87 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 14.502 | 0,00 | 1.117 | 2,48 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 5.395 | 15,57 | 431 | 24,21 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 754.863 | 54,49 | 61.136 | 64,96 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 10.203 | 231,48 | 786 | 239,83 | ||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 32.270 | -5,57 | 2.485 | -3,16 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 127 | 10 | ||||||
| 2026-02-06 | 13F | Fort Vancouver Investment Management, LLC | 162.886 | -1,17 | 12.545 | 1,34 | ||||
| 2026-01-29 | 13F | Higgins & Schmidt Wealth Strategies LLC | 142.203 | 6,61 | 10.952 | 9,32 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 6.698 | 4,51 | 516 | 7,07 | ||||
| 2026-01-23 | 13F | Fortress Financial Solutions, LLC | 6.478 | 25,91 | 499 | 29,02 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 167.175 | -0,19 | 12.876 | 2,35 | ||||
| 2026-01-06 | 13F | Collective Family Office Llc | 105.665 | -4,11 | 8.138 | -1,67 | ||||
| 2026-02-13 | 13F | Marshall Wace, Llp | 3.260 | 251 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 80.251 | 41,18 | 6.181 | 44,76 | ||||
| 2026-01-12 | 13F | Shotwell Rutter Baer Inc | 128.995 | 1,18 | 10.259 | 5,20 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 764 | 0,00 | 59 | 1,75 | ||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 76.198 | 4,23 | 5.869 | 6,87 | ||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 5.430 | 9,65 | 418 | 12,67 | ||||
| 2026-01-09 | 13F | Breakwater Capital Group | 52.518 | 14,81 | 4.045 | 17,73 | ||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 14.371 | 10,11 | 1.107 | 12,86 | ||||
| 2026-01-29 | 13F | Concord Asset Management, LLC/VA | 228.930 | 4,82 | 17.632 | 7,49 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 9.470 | -35,96 | 770 | -33,48 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 2.659 | 205 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 464.397 | 6,67 | 35.768 | 9,39 | ||||
| 2026-01-12 | 13F | RVW Wealth, LLC | 15.538 | -3,53 | 1.197 | -1,08 | ||||
| 2026-02-12 | 13F | Retirement Management Systems Inc. | 13.374 | 1.030 | ||||||
| 2026-02-12 | 13F | Ullmann Financial Group, Inc. | 144.120 | 672,02 | 11.174 | 696,93 | ||||
| 2026-02-26 | 13F | 46 Peaks LLC | 61.894 | 4.767 | ||||||
| 2026-01-23 | 13F/A | Greenup Street Wealth Management Llc | 641.539 | 7,27 | 49.411 | 10,00 | ||||
| 2026-01-08 | 13F | Bayshore Asset Management, Llc | 14.503 | 0,00 | 1.117 | 2,57 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 254.911 | 119,34 | 19.633 | 124,92 | ||||
| 2026-01-21 | 13F | Seed Wealth Management, Inc. | 11.580 | 0,00 | 892 | 2,53 | ||||
| 2026-01-15 | 13F | Avant Financial Advisors LLC | 83.312 | -0,74 | 6.417 | 1,79 | ||||
| 2026-01-15 | 13F | BetterWealth, LLC | 108.672 | 3,02 | 8.370 | 5,63 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 5.263 | 48,17 | 451 | 69,17 | ||||
| 2026-01-23 | 13F | Highland Financial Advisors, LLC | 101.419 | -0,24 | 7.811 | 2,31 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 2.886.258 | 7,41 | 223.341 | 10,53 | ||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 3.492 | -16,76 | 269 | -14,92 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 6.189 | 7,37 | 465 | 17,47 | ||||
| 2026-01-14 | 13F | Chris Bulman Inc | 72.598 | 12,67 | 5.591 | 15,54 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 19.768.388 | 7,36 | 1.522.561 | 10,09 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 14.229 | 13,84 | 1.161 | 19,81 | ||||
| 2026-02-11 | 13F | CNB Bank | 477 | 0,00 | 37 | 2,86 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 12.540 | 0,02 | 966 | -1,23 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 3.294 | 0,00 | 254 | 2,43 | ||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 29.733 | -5,79 | 2.290 | -3,38 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 483.815 | 25,72 | 37.263 | 28,92 | ||||
| 2026-02-20 | 13F | Capstone Wealth Management, Inc. | 20.167 | 1.584 | ||||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 9.553 | 7,41 | 736 | 10,03 | ||||
| 2026-02-06 | 13F | Delap Wealth Advisory, Llc | 19.878 | -2,88 | 1.531 | -1,23 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 1.327 | 0,00 | 102 | 3,03 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 11.393 | 877 | ||||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 32.650 | -2,31 | 2.515 | 0,16 | ||||
| 2026-01-06 | 13F | Freedom Financial Partners LLC | 128.924 | 4,26 | 9.930 | 6,91 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 57.144 | 1,11 | 4.401 | 3,67 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 17.075 | 19,84 | 1.315 | 22,90 | ||||
| 2026-01-22 | 13F | Echo Wealth Management, LLC | 102.188 | 31,12 | 7.871 | 34,46 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 37.102 | 118,72 | 2.858 | 124,25 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 1.042.342 | 0,64 | 80.281 | 3,20 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 17.833 | 10,69 | 1.374 | 13,47 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 36.224 | 5,27 | 2.790 | 7,93 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 5.675.729 | 17,30 | 437.145 | 20,28 | ||||
| 2026-01-20 | 13F | BAM Wealth Management, LLC | 13.606 | 16,27 | 1.048 | 19,25 | ||||
| 2026-01-07 | 13F | Fragasso Group Inc. | 635.341 | 1,92 | 48.934 | 3,14 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 38.135 | 17,47 | 2.937 | 20,47 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 7.722 | 0,21 | 595 | 8,59 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 6.703 | 516 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 17.457 | 4,37 | 1.345 | 7,01 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 59.032 | 4,65 | 4.904 | 14,23 | ||||
| 2026-02-12 | 13F | Cornerstone Capital, Inc. | 3.815 | 0,00 | 294 | 2,45 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 131.680 | 152,79 | 10.142 | 159,23 | ||||
| 2026-02-03 | 13F | Bokf, Na | 1.446.151 | 67,91 | 111.383 | 72,18 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 18.592 | 2,92 | 1.432 | 5,53 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 19.555 | 90,46 | 1.506 | 95,33 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 21.410 | -5,67 | 1.649 | -3,23 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 18.639 | 7,91 | 1.436 | 10,64 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 33.017 | 21,39 | 2.549 | 24,95 | ||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 3.228 | 0,00 | 249 | 2,48 | ||||
| 2026-02-04 | 13F | Beverly Hills Private Wealth, LLC | 3.887 | 0,00 | 292 | 0,00 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 1.656 | 0,36 | 128 | 3,25 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 5.302 | 0,00 | 408 | 2,51 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 3.409 | 263 | ||||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 45.526 | 3.506 | ||||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 3.069 | 236 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 3.566 | -1,55 | 275 | 0,74 | ||||
| 2026-02-09 | 13F | Poinciana Advisors Group, Llc | 49.933 | -0,75 | 3.846 | 1,77 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 4.778 | 9,54 | 368 | 12,54 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 49.006 | 3.774 | ||||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 6.574 | 4,71 | 506 | 7,43 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | S&t Bank/pa | 97 | 0,00 | 7 | 0,00 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 41.929 | 306,05 | 3.229 | 316,65 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 16.025 | 81,20 | 1.234 | 85,84 | ||||
| 2026-02-05 | 13F | Plancorp, LLC | 198.718 | -0,14 | 15.305 | 2,41 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 2.076.091 | -0,22 | 159.901 | 2,31 | ||||
| 2026-01-29 | 13F | Equita Financial Network, Inc. | 33.659 | -0,35 | 2.592 | 2,21 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 34.840 | 9,78 | 2.683 | 12,59 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 8 | 0,00 | 1 | |||||
| 2025-10-02 | 13F | Bank of New Hampshire | 348 | 0,00 | 26 | 13,04 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 48.057 | -0,71 | 3.701 | 1,82 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 280 | 2,56 | ||||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 70.025 | 1,22 | 5.393 | 3,79 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 21.102 | 14,24 | 1.625 | 17,16 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 192.458 | 7,81 | 14.823 | 10,55 | ||||
| 2026-01-07 | 13F | Exeter Financial, LLC | 2.802 | 216 | ||||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 93.622 | 10,69 | 7.197 | 13,29 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 595.948 | 30,00 | 45.900 | 33,30 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 46 | 0,00 | 4 | 0,00 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 397 | 0,00 | 31 | 3,45 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 11.095 | 82,78 | 855 | 87,69 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.421 | -0,52 | 572 | 1,96 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 157.139 | -12,08 | 12.103 | -9,85 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 2.660 | 205 | ||||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 4.690 | 361 | ||||||
| 2026-01-30 | 13F | SOL Capital Management CO | 26.787 | -5,08 | 2 | 0,00 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 854.577 | 10,82 | 65.819 | 11,86 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4.200 | 323 | ||||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 82 | 86,36 | 6 | 100,00 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 2.872.037 | 26,91 | 220.981 | 30,00 | ||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 70.236 | 5.837 | ||||||
| 2026-01-20 | 13F | Philip James Wealth Mangement, LLC | 49.669 | 0,48 | 3.825 | 3,04 | ||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 10.945 | 843 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 142.523 | 35,32 | 10.977 | 38,77 | ||||
| 2026-02-12 | 13F | JRM Investment Counsel, LLC | 316.761 | 1,58 | 24.397 | 4,16 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 572.169 | 10,61 | 44 | 15,79 | ||||
| 2026-01-20 | 13F | Kavar Capital Partners Group, Llc | 172.537 | 3,01 | 13.289 | 5,63 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 183.447 | 354,19 | 14.129 | 365,84 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 103.201 | 4,89 | 7.949 | 7,55 | ||||
| 2025-09-24 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 436.496 | -13,07 | 30.192 | -0,63 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 369.300 | 44,16 | 28.443 | 47,82 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 84.061 | 557,45 | 6.474 | 574,38 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 242.611 | 6,06 | 18.686 | 8,76 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 8.282 | -8,10 | 638 | -5,77 | ||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 3.293 | 254 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 2.654 | 204 | ||||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | WESPAC Advisors SoCal, LLC | 16.680 | 1.285 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 9.627.411 | 4,54 | 741.503 | 7,20 | ||||
| 2026-02-10 | 13F | Newport Capital Group, LLC | 5.528 | 993 | ||||||
| 2026-02-13 | 13F | Haverford Financial Services, Inc. | 8.855 | 0,00 | 682 | 2,56 | ||||
| 2026-02-02 | 13F | Riverchase Wealth Management, Llc | 5.599 | 0,00 | 431 | 2,62 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 1.037 | -0,29 | 80 | 1,28 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 458.041 | -2,24 | 35.278 | 0,25 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 854 | -3,39 | 66 | -1,52 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 508 | -39,02 | 39 | -37,10 | ||||
| 2026-01-23 | 13F | Financial Futures Ltd Liability Co. | 93.254 | -3,69 | 7.182 | -1,24 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 12.741 | -1,18 | 981 | 1,34 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 2.634 | 203 | ||||||
| 2026-02-10 | 13F | Dover Advisors, Llc | 7.416 | 4,69 | 571 | 7,33 | ||||
| 2026-01-14 | 13F | BWM Planning, LLC | 54.706 | -2,50 | 4.213 | -0,02 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.738.339 | -0,10 | 133.887 | 2,44 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 11.484 | 1 | ||||||
| 2026-01-12 | 13F | Thayer Financial, L.L.C. | 5.265 | 406 | ||||||
| 2026-02-09 | 13F | Family Office Research LLC | 41.381 | 3,15 | 3.187 | 5,74 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 35.749 | 2.753 | ||||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 131.711 | 4,89 | 10.144 | 7,56 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 435 | -44,23 | 34 | -43,10 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 25.691 | 88,34 | 2.070 | 94,09 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management Services Ltd | 29.242 | 2.252 | ||||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 7.965 | 0,00 | 613 | 2,51 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1.200 | 0,00 | 90 | -1,11 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 17.186 | 0,00 | 1.324 | 2,56 | ||||
| 2026-01-08 | 13F | Wedmont Private Capital | 54.412 | 4,01 | 4.338 | 9,30 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 4.388 | 0,11 | 338 | 2,43 | ||||
| 2026-02-13 | 13F | marrick wealth, LLC | 23.007 | 1.772 | ||||||
| 2026-01-26 | 13F | Annex Advisory Services, LLC | 2.106.433 | -3,67 | 162.237 | -1,22 | ||||
| 2026-01-08 | 13F | Choice Wealth Advisors, LLC | 136.779 | 2,44 | 10.535 | 5,05 | ||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 12.571 | -25,69 | 968 | -23,78 | ||||
| 2026-01-29 | 13F | James Investment Research Inc | 8.970 | 17,16 | 691 | 20,00 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 85.829 | 71,72 | 6.611 | 76,08 | ||||
| 2026-01-30 | 13F | Belleair Asset Management, LLC | 8.964 | 690 | ||||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 95.725 | 30,71 | 7.373 | 34,04 | ||||
| 2026-01-16 | 13F | F&V Capital Management, LLC | 10.950 | 0,00 | 1 | |||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 4.829 | 372 | ||||||
| 2026-02-11 | 13F | Disciplina Capital Management LLC | 107.119 | 0,44 | 8.250 | 3,00 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 1.413 | -33,41 | 109 | -32,08 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 72.356 | 2,77 | 5.573 | 5,37 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 1.972.171 | 9,53 | 151.897 | 12,31 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 15 | 0,00 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 78.431 | -0,33 | 6.041 | 2,20 | ||||
| 2026-01-14 | 13F | Allodium Investment Consultants, LLC | 15.827 | -1,24 | 1.219 | 1,25 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 2.879 | 222 | ||||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 191.940 | 1,20 | 15 | 0,00 | ||||
| 2026-02-06 | 13F | Daviman Financial, LLC | 37.396 | 2.880 | ||||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 1.272.928 | 16,05 | 98.041 | 19,00 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 67.023 | 40,52 | 5.162 | 44,11 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 6.429 | 3,13 | 0 | |||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 11.799 | -13,33 | 909 | -11,15 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 220 | -58,72 | 17 | -60,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 5.659.671 | 12,56 | 435.908 | 15,42 | ||||
| 2026-01-12 | 13F | Ffg Retirement Advisors Llc | 12.669 | 188,06 | 976 | 195,45 | ||||
| 2026-01-15 | 13F | Vannoy Advisory Group, Inc. | 14.590 | 0,00 | 1.124 | 2,56 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 856.409 | -0,42 | 65.961 | 2,12 | ||||
| 2026-01-23 | 13F | Fonville Wealth Management LLC | 226.385 | 10,01 | 17.436 | 12,81 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 10.335 | 0,20 | 796 | 2,84 | ||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 215.351 | 16.586 | ||||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 10.771 | 99,17 | 830 | 104,19 | ||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 317.635 | 1,02 | 24.464 | 3,59 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 284 | 0,00 | 22 | 0,00 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 143.809 | 11.076 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 635.746 | 20,11 | 48.965 | 23,17 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 1.197 | 0,00 | 92 | 3,37 | ||||
| 2026-01-13 | 13F | Stonehearth Capital Management, LLC | 71.679 | 5.521 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 883.392 | 28,35 | 68.039 | 31,61 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 121.950 | 0,88 | 9.393 | 3,45 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 669 | -36,29 | 52 | -34,62 | ||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 4.464 | 344 | ||||||
| 2026-01-20 | 13F | Chatterton & Associates Inc. | 21.887 | 1.686 | ||||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 154.529 | 2,23 | 11.902 | 4,83 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 53.687 | 6,59 | 4.135 | 9,30 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6.581 | 90,92 | 1 | |||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 21.475 | 3,61 | 1.654 | 6,30 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 10 | 0,00 | 1 | |||||
| 2026-02-09 | 13F | Glenview Trust Co | 29.470 | 22,54 | 2.270 | 25,64 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 5.325 | 0,24 | 410 | 3,02 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Kilner Capital Advisors, Llc | 57.071 | 4.396 | ||||||
| 2026-01-26 | 13F | Argo Wealth Advisory, LLC | 3.375 | 260 | ||||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 27.638 | 0,24 | 2.129 | 2,80 | ||||
| 2026-02-10 | 13F | Henderson Brothers Financial Partners, LLC | 90.657 | 6.982 | ||||||
| 2026-01-08 | 13F | Gradient Investments LLC | 1.105.369 | 3,24 | 85.135 | 5,87 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 204.723 | 6,68 | 15.768 | 9,39 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Eastern Bank | 46 | 4 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 43.325 | 19,12 | 3.337 | 22,15 | ||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 84.926 | 0,97 | 6.541 | 3,55 | ||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 16.373 | 0,00 | 1.261 | 2,60 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 37.695 | 0,00 | 2.831 | 9,60 | ||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 164.627 | 54,71 | 12.680 | 58,65 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.017.791 | 6,98 | 78.390 | 9,70 | ||||
| 2026-01-13 | 13F | Signature Securities Group Corporation | 7.618 | 1,14 | 587 | 3,72 | ||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 70.603 | 4,01 | 5.438 | 6,65 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 6.571 | 1,55 | 536 | 10,29 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 27.507 | 56,60 | 2.119 | 60,58 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 173 | 13 | ||||||
| 2026-01-23 | 13F | Retirement Guys Formula Llc | 50.341 | -0,89 | 3.877 | 1,63 | ||||
| 2026-01-16 | 13F | Abacus Planning Group, Inc. | 7.442 | 3,46 | 573 | 6,11 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 4.439 | 342 | ||||||
| 2026-01-12 | 13F | Wealth Management Partners, LLC | 21.202 | -0,13 | 1.633 | 2,38 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 1.601.784 | 2,19 | 123.369 | 4,79 | ||||
| 2026-01-27 | 13F | Able Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 27.007 | 2.080 | ||||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 2.822 | 217 | ||||||
| 2026-01-20 | 13F | Sylvest Advisors, LLC | 96.260 | 0,65 | 7.414 | 3,20 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 1.078 | 43,35 | 83 | 48,21 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 13.985 | 156,14 | 1.077 | 162,68 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 2.247.030 | -0,73 | 173.066 | 1,79 | ||||
| 2026-01-15 | 13F | Paladin Wealth, LLC | 38.269 | 18,41 | 2.947 | 21,43 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Visionary Horizons, LLC | 79.379 | -2,84 | 6.114 | -0,37 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 170 | 0,00 | 13 | 8,33 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 390.320 | -0,29 | 30.062 | 2,24 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 100.738 | 46.973,83 | 7.759 | 48.387,50 | ||||
| 2026-02-02 | 13F | Madrid Wealth Management, LLC | 5.017 | 386 | ||||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 22.455 | -16,65 | 1.729 | -14,53 | ||||
| 2025-11-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 2.766 | 0,62 | 213 | 3,40 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 263 | 20 | ||||||
| 2026-01-16 | 13F | CogentBlue Wealth Advisors, LLC | 8.016 | -1,76 | 617 | 0,82 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 26.880 | -4,02 | 2.070 | -1,57 | ||||
| 2026-01-06 | 13F | RDA Financial Network | 4.199 | 0,89 | 323 | 3,53 | ||||
| 2026-01-12 | 13F | Lifelong Wealth Advisors, Inc. | 36.389 | 2.803 | ||||||
| 2026-01-14 | 13F | Nova R Wealth, Inc. | 3.219 | 248 | ||||||
| 2026-01-06 | 13F | Investors Research Corp | 15 | 1 | ||||||
| 2026-01-23 | 13F | Shore Point Advisors, LLC | 83.435 | 172,85 | 2.416 | 5,18 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Peak Planning Group, LLC | 6.228 | 480 | ||||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 191 | 15 | ||||||
| 2026-01-15 | 13F | Cassilly Financial Group LLC | 8.845 | 681 | ||||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 76.741 | 2,47 | 5.911 | 5,07 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 55.097 | -7,54 | 4.244 | -5,18 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 4.631 | 355 | ||||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 49.050 | -1,96 | 3.778 | 0,53 | ||||
| 2026-01-22 | 13F | Squire Investment Management Company, LLC | 5.678 | -2,74 | 437 | -0,23 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 15.968 | -21,00 | 1.230 | -19,04 | ||||
| 2026-01-29 | 13F | OMNI 360 Wealth, Inc. | 5.786 | 469 | ||||||
| 2026-02-05 | 13F | Evensky & Katz LLC | 22.417 | -5,41 | 2 | 0,00 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 3.469 | 0,14 | 267 | 2,69 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 703 | 209,69 | 54 | 217,65 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 47.475 | 8,51 | 3.657 | 9,82 | ||||
| 2025-10-21 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 124.530 | 6,69 | 9.591 | 9,41 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Kennebec Savings Bank | 2.237 | -1,71 | 172 | 1,18 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 435.321 | -0,48 | 33.528 | 2,05 | ||||
| 2026-01-29 | 13F | Merkkuri Wealth Advisors LLC | 12.168 | 91,29 | 937 | 96,44 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 41.778 | -0,50 | 3.218 | 2,03 |

