Grundlæggende statistik
| Institutionelle ejere | 837 total, 837 long only, 0 short only, 0 long/short - change of 17,34% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9720 % - change of 3,10% MRQ |
| Institutionelle aktier (lange) | 203.818.122 (ex 13D/G) - change of 54,76MM shares 36,74% MRQ |
| Institutionel værdi (lang) | $ 15.068.713 USD ($1000) |
Institutionelt ejerskab og aktionærer
American Century ETF Trust - Avantis Emerging Markets Equity ETF (US:AVEM) har 837 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 203,818,122 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 April 24, 2026 is 89,79 / share. Previously, on April 28, 2025, the share price was 60,32 / share. This represents an increase of 48,86% 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.
Opgrader
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| 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 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 126.063 | 3,66 | 10.158 | 8,46 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 15 | 0,00 | 1 | 0,00 | ||||
| 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 28.258 | -9,50 | 2.277 | -5,28 | ||||
| 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 | ||||
| 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 | ||||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 31.267 | 23,39 | 2.811 | 44,08 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 4.970 | 65,23 | 383 | 69,78 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 132.225 | -48,66 | 10.655 | -48,40 | ||||
| 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 | ||||
| 2026-01-30 | 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 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 6.553 | -0,80 | 528 | 3,94 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 22.231 | -3,37 | 1.791 | 1,13 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 10.115 | 230,99 | 815 | 246,81 | ||||
| 2026-04-22 | 13F | Vicus Capital | 7.444 | 79,94 | 600 | 88,36 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 122.890 | 6,51 | 9.903 | 11,43 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1.001.434 | 32,25 | 77.130 | 35,61 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 57.837 | 10,13 | 4.661 | 15,23 | ||||
| 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 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 53.290 | 6,44 | 4.294 | 11,36 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 292 | -0,34 | 22 | 0,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 36.975 | 60,87 | 3.005 | 69,77 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 8.599 | 662 | ||||||
| 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 | ||||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 237 | 18 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 9.965 | 20,29 | 1 | |||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 2.802 | 0,00 | 226 | 4,65 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.376 | 594 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 150 | 31,58 | 12 | 50,00 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 99.128 | 7.988 | ||||||
| 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 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 49.702 | -0,46 | 4.005 | 4,16 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 12.300 | 31,41 | 991 | 37,64 | ||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 17 | 1 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 163 | 13 | ||||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 22.401 | 1,29 | 1.725 | 3,85 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 6.385 | -16,19 | 515 | -12,29 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 15.449 | 20,38 | 1.245 | 25,91 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 31.557 | -3,35 | 2.543 | 1,11 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 70.127 | 94,03 | 5.401 | 99,01 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 203.546 | 3,89 | 16.402 | 8,70 | ||||
| 2026-02-13 | 13F | American Century Companies Inc | 2.641.484 | 16,26 | 203.447 | 19,22 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 120.434 | -1,25 | 9.276 | 1,26 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 46.196 | 3.722 | ||||||
| 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 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 352.831 | -1,73 | 28.431 | 2,82 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 11.136 | 45,89 | 897 | 52,81 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.069 | -0,83 | 86 | 3,61 | ||||
| 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 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 3.099 | 250 | ||||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 48.217 | -4,22 | 3.885 | 0,21 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 41.586 | 29,75 | 3.203 | 33,03 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 71.177 | 9,39 | 5.735 | 14,45 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 39.347 | 40,77 | 3.171 | 47,30 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 18.748 | 54,25 | 1.511 | 61,32 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 180 | 14 | ||||||
| 2026-02-04 | 13F | GGM Financials LLC | 150 | 1,35 | 12 | 0,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.307.298 | -6,91 | 100.688 | -4,54 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 3.548 | 1.051,95 | 286 | 1.139,13 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 130.195 | 0,93 | 10.491 | 2,27 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 439 | 192,67 | 34 | 200,00 | ||||
| 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 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 491.761 | 5,71 | 39.626 | 5,09 | ||||
| 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 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 380.953 | -2,40 | 30.697 | 2,11 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 2.656 | 205 | ||||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 14.503 | 0,00 | 1.169 | 4,57 | ||||
| 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 | ||||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 3.681 | 312 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 61 | 5 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 24.166 | 23,34 | 1.947 | 29,03 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 4.880 | 393 | ||||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 50.146 | 14,12 | 4.041 | 19,39 | ||||
| 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 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 103.999 | -1,58 | 8.380 | 2,97 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 8.609 | 8,44 | 1 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 38.035 | 31,66 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 39.662 | -0,17 | 3.196 | 4,45 | ||||
| 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 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 748.163 | 25,54 | 60.810 | 32,49 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 4.025 | 324 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.220.939 | -7,94 | 98.383 | -3,68 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 77.053 | 3,98 | 6.209 | 8,78 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 19.600 | 79,08 | 1.579 | 87,53 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 3.402 | 284 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 5.924 | 477 | ||||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 140.791 | 18,07 | 11.345 | 23,52 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 230.389 | 14,16 | 17.745 | 17,06 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 619.902 | -3,37 | 49.952 | 1,09 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 234.831 | 18.087 | ||||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 12.921 | -3,39 | 1.041 | 1,07 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 65.302 | -31,78 | 5.262 | -28,62 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 218.004 | -1,10 | 16.791 | 1,41 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 14.590 | 0,00 | 1.176 | 4,63 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 1.570 | 127 | ||||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 92.335 | 92,00 | 7.112 | 91,57 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 13.510 | -3,90 | 1.089 | 0,55 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 11.580 | 0,00 | 933 | 4,71 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 3.221 | 0,06 | 260 | 4,86 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 151.258 | 1,31 | 12.188 | 5,99 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 5.914 | -0,85 | 477 | 3,70 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 169.224 | 28,21 | 13.034 | 31,47 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 41.808 | 9,25 | 3.369 | 14,29 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 248.675 | 12,89 | 19.153 | 15,76 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 71.495 | 561,07 | 5.761 | 592,43 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 8.016 | 0,00 | 646 | 4,54 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Objectivity Squared, LLC | 82.211 | 2,87 | 6.332 | 5,48 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 8.925 | 0,90 | 719 | 5,58 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 553 | 49,46 | 0 | |||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 1.475.543 | 3.618,89 | 113.646 | 3.713,62 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 20.675 | 29,23 | 1.666 | 35,15 | ||||
| 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 | |||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 63.064 | 7,82 | 5.082 | 12,79 | ||||
| 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 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 285 | 23 | ||||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 12.674 | -3,52 | 976 | -1,01 | ||||
| 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 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 105.330 | 8.112 | ||||||
| 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 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 347 | -0,29 | 28 | 3,85 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.771 | 136 | ||||||
| 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 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 80.727 | -3,25 | 2.441 | 1,04 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 307.985 | 0,16 | 24.817 | 4,78 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 413 | 0,00 | 33 | 6,45 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 10.108 | 12,69 | 815 | 17,97 | ||||
| 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 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 274 | 22 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 5.282 | -5,32 | 426 | -0,93 | ||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 38.194 | 2.942 | ||||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 23.074 | 2,93 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Fmr Llc | 638.924 | 219,57 | 49.248 | 227,95 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.755 | 0,06 | 143 | 5,19 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 3.009 | 256 | ||||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 8.964 | 0,00 | 722 | 4,64 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | White Pine Investment CO | 69.558 | 12,79 | 6 | 25,00 | ||||
| 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 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 4.414 | 379 | ||||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 50.059 | 33,86 | 4.034 | 40,03 | ||||
| 2026-04-21 | 13F | WJ Interests, LLC | 258.181 | 2,94 | 20.804 | 7,70 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 131.786 | 3,52 | 10.150 | 6,16 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 162.479 | 5,08 | 12.514 | 7,75 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 220 | 0,00 | 17 | 0,00 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 11.091 | 50,39 | 854 | 51,15 | ||||
| 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 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 105.965 | 6,70 | 8.539 | 11,64 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 190.269 | 12,47 | 14.655 | 15,33 | ||||
| 2025-11-06 | 13F | Westbourne Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 4.120 | -10,61 | 332 | -6,50 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 240.390 | -1,65 | 19.371 | 2,90 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 377 | 0,00 | 30 | 3,45 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 132.570 | 2,83 | 10.682 | 7,58 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 3.952 | 318 | ||||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 75.052 | 263,06 | 5.869 | 277,19 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 655 | 50 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 187 | 0,00 | 15 | 7,14 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 9.585 | 0,00 | 738 | 2,64 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 27.345 | 2.203 | ||||||
| 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 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1.533.037 | -27,22 | 123.532 | -23,86 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.948 | 1.443,46 | 238 | 1.592,86 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 210.453 | 189,77 | 6.434 | 15,02 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 5.100 | 393 | ||||||
| 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 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 69.493 | 4,34 | 5.600 | 9,16 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 18.061 | -7,81 | 1.391 | -5,44 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 4.280 | 2,32 | 330 | 4,78 | ||||
| 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 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 110.752 | 20,57 | 8.924 | 26,15 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4.804 | 6,03 | 387 | 11,21 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 40.717 | 4,73 | 3.136 | 7,40 | ||||
| 2026-04-13 | 13F | Arwa Llc | 41.332 | 25,17 | 3.540 | 39,21 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 78.754 | -0,21 | 6.346 | 4,39 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 3.359 | 4,06 | 271 | 8,87 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 9.623 | 129,17 | 775 | 139,94 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 8.792 | 1,42 | 708 | 6,15 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 26.218 | 6,26 | 2.113 | 11,16 | ||||
| 2026-04-07 | 13F | Eastern Bank | 46 | 0,00 | 4 | 0,00 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 582.617 | -1,06 | 44.873 | 1,46 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 614.517 | 32,34 | 47.330 | 35,71 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 969 | 78 | ||||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 27.877 | 24,23 | 2.147 | 27,42 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 88.967 | -0,70 | 7.169 | 3,88 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 5.463 | 0,91 | 440 | 5,77 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Trust Co | 1.739 | 63,90 | 140 | 72,84 | ||||
| 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 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 14.520 | -31,18 | 1.170 | -28,00 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 6.339 | 0,00 | 511 | 4,51 | ||||
| 2026-04-17 | 13F | Bellecapital International Ltd. | 64.859 | 5.226 | ||||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 134.959 | 32,07 | 10.875 | 38,17 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 33 | 0,00 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | AGH Wealth Advisors, LLC | 26.130 | 2.106 | ||||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 94.440 | 0,40 | 7.274 | 2,96 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 254.769 | -2,64 | 20.529 | 1,87 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 2.555 | 206 | ||||||
| 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 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 3.169 | -1,40 | 255 | 3,24 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 8.461 | 65,74 | 652 | 69,97 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 73.529 | -32,48 | 5.925 | -29,37 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 175.969 | 8,57 | 14.180 | 13,59 | ||||
| 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 | |||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 228.371 | -27,54 | 18.402 | -24,19 | ||||
| 2026-04-16 | 13F | Security National Bank | 18 | 1 | ||||||
| 2026-02-13 | 13F | Retirement Financial Solutions, Llc | 143.070 | 11.019 | ||||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 9.908 | 0,00 | 798 | 4,59 | ||||
| 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 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 198 | 260,00 | ||||||
| 2026-02-13 | 13F | Burton Enright Welch | 191.892 | -2,58 | 14.780 | -0,11 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 275.318 | -5,66 | 22.185 | -1,30 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 13.575 | 24,50 | 1.094 | 30,27 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 73.492 | -10,82 | 5.922 | -6,70 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 6.712 | 1,84 | 517 | 4,44 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 118.153 | 9.521 | ||||||
| 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 | |||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 600.510 | 48.389 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 773.518 | 26,59 | 59.576 | 29,81 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 14.244 | 3,87 | 1.148 | 8,62 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 17.678 | 2.213,87 | 1.424 | 2.355,17 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 175.859 | 1,93 | 14.171 | 6,64 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 16.114 | 4.783,03 | 1.241 | 5.070,83 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 5.475 | 3,99 | 441 | 8,89 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 49.230 | -9,52 | 4.218 | -2,74 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 18.287 | 40,79 | 1.474 | 47,30 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 36.522 | -1,85 | 3 | 0,00 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 82.444 | -14,35 | 6.643 | -10,39 | ||||
| 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 | ||||||
| 2026-02-12 | 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 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 3.002 | 231 | ||||||
| 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 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.093 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 405.298 | 0,61 | 31.216 | 3,17 | ||||
| 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 | |||||
| 2026-02-06 | 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 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 35.494 | 2.860 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 7.160 | -32,60 | 577 | -29,58 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 32.903 | 2.651 | ||||||
| 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 | |||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 75.498 | 2,92 | 6.084 | 7,66 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 31 | 2 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 3.116 | -45,03 | 240 | -43,76 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 169.416 | 532,46 | 10.256 | 512.700,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 823 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | BWM Planning, LLC | 53.679 | -1,88 | 4.325 | 2,66 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 200.569 | 5.113,65 | 16.162 | 5.359,80 | ||||
| 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 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 15.339 | -1,28 | 1.236 | 3,34 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 82.771 | 6.670 | ||||||
| 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 | |||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 700 | 0,29 | 54 | 1,92 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-03-23 | 13F | J. Derek Lewis & Associates Inc. | 9.560 | 736 | ||||||
| 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 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 3.033 | 244 | ||||||
| 2026-02-04 | 13F | CAP Partners, LLC | 32.293 | 0,17 | 2.487 | 2,73 | ||||
| 2026-03-26 | 13F/A | F&V Capital Management, LLC | 10.950 | 0,00 | 1 | |||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 52.000 | -10,42 | 4.190 | -6,26 | ||||
| 2026-02-14 | 13F | Copley Financial Group, Inc. | 3.342 | -2,85 | 257 | -0,39 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 2.931 | 0,03 | 236 | 4,89 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 269.353 | 3,96 | 20.746 | 6,60 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 3.383 | 5,23 | 273 | 10,12 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 11.974 | -11,99 | 965 | -7,93 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 9.855 | 3,41 | 794 | 8,17 | ||||
| 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 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 29.106 | -2,42 | 2.345 | 2,09 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 433.802 | 33.411 | ||||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 8.907 | 718 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 234.975 | 18.098 | ||||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 263.143 | 12,53 | 21.204 | 17,73 | ||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 11.406 | -5,61 | 1 | |||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 2.867 | 0,07 | 231 | 5,00 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 465 | 36 | ||||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 7.468 | -0,03 | 602 | 4,52 | ||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 27.830 | 2,14 | 2.143 | 4,74 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 4.140 | 0,00 | 334 | 4,72 | ||||
| 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 | |||||
| 2026-02-26 | 13F | TD Capital Management LLC | 394 | 1,55 | 30 | 3,45 | ||||
| 2026-02-17 | 13F | Wheels Up Wealth, Inc. | 35.688 | 2.749 | ||||||
| 2025-11-10 | 13F | Ameritas Investment Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 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 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 23.764 | 1.830 | ||||||
| 2026-02-13 | 13F/A | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 20.675 | 1,12 | 1.666 | 5,84 | ||||
| 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 | ||||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 23.379 | -0,57 | 1.801 | 1,93 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 33.146 | 256,18 | 2.671 | 272,91 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 21.278 | 0,00 | 1.639 | 0,00 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 178.282 | -0,11 | 13.731 | 2,44 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | 3 | ||||||
| 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 | ||||
| 2026-02-05 | 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 | ||||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 98.386 | -0,01 | 7.928 | 4,61 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 606.919 | 6,07 | 49 | 9,09 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 36.907 | 0,88 | 2.843 | 3,46 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 83.999 | 2,92 | 6.769 | 10,41 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 29.974 | 36,95 | 2.567 | 52,34 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 130.901 | 53,46 | 10.548 | 60,57 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 32.924 | -33,84 | 2.653 | -30,79 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 61.074 | 21,80 | 4.921 | 27,42 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 530.658 | 0,06 | 40.871 | 2,60 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 109.104 | 0,40 | 8.792 | 5,04 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 8.400 | 647 | ||||||
| 2026-04-08 | 13F | Choice Wealth Advisors, LLC | 139.226 | 1,79 | 11.219 | 6,49 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 282.322 | 831,02 | 21.744 | 854,94 | ||||
| 2026-04-20 | 13F | Emprise Bank | 4.577 | 28,06 | 369 | 33,82 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 18.457 | 10,53 | 1.422 | 13,32 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 793 | 272,30 | 64 | 293,75 | ||||
| 2025-10-28 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 238 | -20,40 | 19 | -17,39 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 2.055 | -8,14 | 166 | -4,07 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 812 | 86,67 | 65 | 96,97 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 74 | -3,90 | 6 | 0,00 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 8.618 | 16,21 | 694 | 21,54 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 226.497 | 18.251 | ||||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 754.863 | 54,49 | 61.136 | 64,96 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 5.045 | 407 | ||||||
| 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 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 104.351 | 11,42 | 8.409 | 16,57 | ||||
| 2026-02-06 | 13F | Fort Vancouver Investment Management, LLC | 162.886 | -1,17 | 12.545 | 1,34 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 16.393 | 0,00 | 1.263 | 0,00 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 198.200 | 0,13 | 15.971 | 4,75 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 167.175 | -0,19 | 12.876 | 2,35 | ||||
| 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 | ||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 5.430 | 9,65 | 418 | 12,67 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 34.163 | -3,35 | 2.753 | 1,10 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 8.105 | -6,30 | 653 | -1,95 | ||||
| 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 | ||||||
| 2026-04-21 | 13F | Sensible Money, LLC | 10.048 | 0,00 | 810 | 4,66 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 464.397 | 6,67 | 35.768 | 9,39 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 51.015 | 0,38 | 4.111 | 5,01 | ||||
| 2026-02-26 | 13F | 46 Peaks LLC | 61.894 | 4.767 | ||||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 148.030 | 4,10 | 11.928 | 8,91 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 254.911 | 119,34 | 19.633 | 124,92 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 5.212 | 21,75 | 420 | 27,36 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 960.152 | 12,35 | 86.327 | 31,16 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 5.263 | 48,17 | 451 | 69,17 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 35.729 | 30,54 | 2.879 | 36,57 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 8.001 | 90,00 | 645 | 98,77 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 26.487 | 0,75 | 2.134 | 5,43 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 27.903 | 22,60 | 2.248 | 28,31 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 2.886.258 | 7,41 | 223.341 | 10,53 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 13.997 | 15,03 | 1.128 | 20,28 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 6.189 | 7,37 | 465 | 17,47 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 11 | 0,00 | 1 | |||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 5.678 | 0,00 | 458 | 4,58 | ||||
| 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 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.327 | 0,00 | 107 | 3,92 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 61.158 | 5,93 | 4.928 | 10,84 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 13.669 | 1,85 | 1.101 | 6,58 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 11.393 | 877 | ||||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 57.144 | 1,11 | 4.401 | 3,67 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 124.387 | 20,22 | 10.023 | 25,77 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 17.075 | 19,84 | 1.315 | 22,90 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 98.406 | 46,82 | 7.930 | 53,60 | ||||
| 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 212.103 | 47,17 | 17.091 | 52,97 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 4.081 | 332 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 19.917 | 504,83 | 1.605 | 533,99 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 96.512 | 0,60 | 7.777 | 5,24 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 19.555 | 90,46 | 1.506 | 95,33 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 80.103 | -0,92 | 6.455 | 3,66 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 21.410 | -5,67 | 1.649 | -3,23 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 512.926 | 3,11 | 41.332 | 7,87 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 148.404 | 25,54 | 12.711 | 34,44 | ||||
| 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 | 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 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2.591 | 209 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.612 | 130 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 131.317 | 5,45 | 10.582 | 10,32 | ||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 45.526 | 3.506 | ||||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 5.647 | 0,86 | 455 | 5,57 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 11.763 | 4,23 | 948 | 8,98 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 4.778 | 9,54 | 368 | 12,54 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 9.250 | 59,87 | 745 | 59,19 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 28.030 | -0,04 | 2.286 | 3,39 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 9.118 | 17,00 | 735 | 22,33 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 26.740 | 45,69 | 2.155 | 52,44 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 199.131 | 0,21 | 17.117 | 11,84 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 16.025 | 81,20 | 1.234 | 85,84 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 38.361 | -2,05 | 3.091 | 2,49 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 58.022 | 6,28 | 4.675 | 11,20 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 2.076.091 | -0,22 | 159.901 | 2,31 | ||||
| 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 | |||||
| 2026-02-12 | 13F | Burk Holdings LLC | 48.057 | -0,71 | 3.701 | 1,82 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 10.857 | -2,63 | 875 | 1,86 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 165 | 0,00 | 13 | 8,33 | ||||
| 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 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 320.134 | 0,79 | 25.796 | 5,44 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 93.622 | 10,69 | 7.197 | 13,29 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 38.283 | 3.085 | ||||||
| 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 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 51.440 | 41,37 | 4 | 100,00 | ||||
| 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 | ||||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 249.088 | 20.072 | ||||||
| 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 | ||||
| 2026-01-23 | 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 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 172.723 | 3,41 | 13.918 | 8,19 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 183.447 | 354,19 | 14.129 | 365,84 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 129.644 | 10.447 | ||||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 7.545 | 0,16 | 608 | 33,41 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 22.728 | 4,59 | 1.831 | 9,44 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 8.282 | -8,10 | 638 | -5,77 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 2.654 | 204 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 153.790 | -0,48 | 12.392 | 4,13 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 9.627.411 | 4,54 | 741.503 | 7,20 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 3.195 | 257 | ||||||
| 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 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 1.037 | -0,29 | 80 | 1,28 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 31.342 | -6,88 | 2.526 | -2,58 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 458.041 | -2,24 | 35.278 | 0,25 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 2.887 | 233 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 302 | 0,00 | 24 | 4,35 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 8.801 | 27,70 | 709 | 33,77 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 105.148 | 3,68 | 8.473 | 8,46 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 9.803 | 43,51 | 790 | 49,72 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 92.143 | -18,83 | 7.425 | -15,08 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 12.741 | -1,18 | 981 | 1,34 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 77.182 | 10,60 | 6.219 | 15,72 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 78.707 | 3,29 | 6.342 | 8,08 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 2.634 | 203 | ||||||
| 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 | ||||||
| 2026-02-09 | 13F | Family Office Research LLC | 41.381 | 3,15 | 3.187 | 5,74 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3.508 | 283 | ||||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 20.789 | -1,95 | 1.675 | 2,63 | ||||
| 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 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 25.691 | 88,34 | 2.070 | 94,09 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 93.291 | 0,04 | 7.517 | 4,66 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 465.309 | 2,35 | 37.495 | 7,09 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 4.388 | 0,11 | 338 | 2,43 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 217.835 | -2,16 | 17.553 | 2,36 | ||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 12.571 | -25,69 | 968 | -23,78 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 206.652 | 7,10 | 16.652 | 12,05 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 85.829 | 71,72 | 6.611 | 76,08 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 7.527 | -38,24 | 612 | -34,86 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 6.524 | 20,93 | 561 | 29,93 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 73.775 | 2,92 | 5.945 | 7,68 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 33.485 | -2,37 | 2.698 | -0,95 | ||||
| 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 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 67.193 | -1,15 | 5.414 | 3,42 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 3.811 | 1,95 | 307 | 6,97 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.143.476 | 3,45 | 92.141 | 8,23 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 16.549 | -0,79 | 1.334 | 3,82 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | BSW Wealth Partners | 206.501 | -1,04 | 16.640 | 3,53 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 29.531 | 3,88 | 2.380 | 8,68 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 11.939 | 15,43 | 962 | 20,85 | ||||
| 2026-04-16 | 13F | Friday Financial | 12.809 | 4,38 | 1.032 | 9,21 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 7.100 | 14,00 | 572 | 19,42 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 78.431 | -0,33 | 6.041 | 2,20 | ||||
| 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 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 1.272.928 | 16,05 | 98.041 | 19,00 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 3.725 | 0,00 | 300 | 4,90 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 856.409 | -0,42 | 65.961 | 2,12 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 10.335 | 0,20 | 796 | 2,84 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 26.017 | -3,21 | 2.096 | 1,26 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 7.442 | 0,00 | 600 | 4,54 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 47.667 | 8,93 | 3.841 | 13,98 | ||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 215.351 | 16.586 | ||||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 14.568 | 10,77 | 1.174 | 15,91 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 10.771 | 99,17 | 830 | 104,19 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 143.809 | 11.076 | ||||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 410.855 | -5,62 | 33.107 | -1,26 | ||||
| 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 | ||||
| 2026-02-17 | 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 | ||||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 619.622 | -2,47 | 50.394 | 2,98 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 53.687 | 6,59 | 4.135 | 9,30 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 106.059 | 2,77 | 8.546 | 7,52 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 2.400 | 0,00 | 193 | 4,89 | ||||
| 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 | |||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 106.066 | 9.334 | ||||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 21.475 | 3,61 | 1.654 | 6,30 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 3.740 | 3,60 | 301 | 8,27 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 22.331 | -3,32 | 1.799 | 1,12 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 8.071 | 8,76 | 650 | 13,84 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Kilner Capital Advisors, Llc | 57.071 | 4.396 | ||||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 20.107 | -9,77 | 1.620 | -5,59 | ||||
| 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 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 204.723 | 6,68 | 15.768 | 9,39 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 18.849 | 10,80 | 1.519 | 15,88 | ||||
| 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 | ||||
| 2026-01-29 | 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 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3.023 | 244 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 10.452 | 0,12 | 921 | 6,11 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 173 | 13 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 62 | 5 | ||||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 14.648 | 1,93 | 1.180 | 6,69 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 4.439 | 342 | ||||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 13.151 | 1.060 | ||||||
| 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 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 117.280 | 47,75 | 9.450 | 54,59 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 15.130 | 19,26 | 1.219 | 24,77 | ||||
| 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 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 32.185 | 7,14 | 2.593 | 12,11 | ||||
| 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 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 9.612 | 775 | ||||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 25.713 | 102,96 | 2.072 | 112,41 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 80.940 | 8,89 | 6.522 | 13,92 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 100.738 | 46.973,83 | 7.759 | 48.387,50 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 671.428 | 1,05 | 54.104 | 5,73 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 516.850 | -1,25 | 41.648 | 3,31 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 8.683 | 41,51 | 700 | 48,09 | ||||
| 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 | ||||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 386.797 | -5,06 | 31.168 | -0,67 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 4.507 | 0,16 | 363 | 4,91 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 838 | 0,00 | 68 | 4,69 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 5.585 | 23,18 | 478 | 36,96 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 56.301 | 11,21 | 4.537 | 16,34 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 39.817 | 9,42 | 3.208 | 14,49 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 76.741 | 2,47 | 5.911 | 5,07 | ||||
| 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 | -100,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 58.457 | 32,17 | 4.710 | 38,29 | ||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 4.631 | 355 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 302.901 | 12,49 | 24.435 | 13,19 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 49.050 | -1,96 | 3.778 | 0,53 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 15.968 | -21,00 | 1.230 | -19,04 | ||||
| 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 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 33.234 | 148,89 | 2.678 | 160,41 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 41.778 | -0,50 | 3.218 | 2,03 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 92.366 | 0,57 | 7.443 | 5,22 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 212.558 | 3,75 | 16.371 | 6,39 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 21.199 | 51,79 | 1.633 | 55,67 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 185.719 | 1,80 | 14.304 | 4,39 | ||||
| 2026-01-29 | 13F | Hobbs Wealth Management, LLC | 50.154 | 106,66 | 3.863 | 111,96 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 521.207 | -2,26 | 42 | 0,00 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 25.496 | 1,77 | 2.054 | 6,48 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 254.834 | -1,34 | 20.535 | 3,22 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 42.077 | 160,41 | 3.241 | 167,11 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 16.483 | 4,14 | 1.328 | 9,03 | ||||
| 2026-02-04 | 13F | Nwam Llc | 25.102 | -1,01 | 2.082 | 6,71 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 11.830 | 47.220,00 | 1 | |||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 237.596 | 4,95 | 19.145 | 9,80 | ||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 148.412 | 11.431 | ||||||
| 2026-01-26 | 13F | Legacy CG, LLC | 78.004 | 6.008 | ||||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 2.898 | 234 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 15.611.896 | 49,35 | 1.202.428 | 53,14 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 44.695 | 102,62 | 3.442 | 107,85 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 30.112 | 25,04 | 2.319 | 28,26 | ||||
| 2026-02-06 | 13F | Midwestern Financial, LLC /IA | 78.224 | 4,28 | 6.025 | 6,92 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 64.588 | 38,57 | 5.204 | 45,00 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 26.774 | 27,40 | 2.062 | 30,67 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 64.525 | -43,37 | 5.199 | -40,75 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 554.945 | 0,18 | 42.742 | 2,72 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 300.787 | 98,05 | 23.167 | 103,09 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 36.612 | 2.950 | ||||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 5.011 | -0,12 | 404 | 4,40 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 760 | 61 | ||||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 250.258 | 116,01 | 19.275 | 121,49 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 18.444.319 | 0,34 | 1.420.581 | 2,89 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 11.898 | 41,26 | 916 | 44,94 | ||||
| 2026-02-13 | 13F | Croban | 84.460 | 6.505 | ||||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 23.941 | 12,08 | 1.929 | 17,26 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 50.653 | -0,80 | 3.901 | 1,72 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 7.081 | 560 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 48.877 | 4,37 | 3.938 | 9,21 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 133.328 | -1,78 | 10.744 | 2,75 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 21.561 | 84,98 | 1.792 | 99,67 | ||||
| 2026-01-26 | 13F | Great Point Wealth Advisors, LLC | 68.218 | -1,51 | 5.254 | 1,00 | ||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 18.046 | 5,24 | 1.390 | 7,93 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 4.879 | 381,64 | 376 | 393,42 | ||||
| 2026-02-06 | 13F | Mraz, Amerine & Associates, Inc. | 72.483 | 7,38 | 5.583 | 10,10 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 237.635 | 18.303 | ||||||
| 2026-02-10 | 13F | Zhang Financial LLC | 3.366 | 0,00 | 259 | 2,78 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 45.039 | -0,51 | 3.629 | 4,10 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 119.726 | -19,89 | 9.221 | -17,85 | ||||
| 2026-02-05 | 13F | ORBA Wealth Advisors, L.L.C. | 38.293 | -15,66 | 2.949 | -13,52 | ||||
| 2026-04-10 | 13F | Oak Root LLC | 1.075.466 | 0,00 | 86.661 | 4,62 | ||||
| 2026-02-05 | 13F | Mason & Associates Inc | 131.746 | -4,79 | 10.147 | -2,37 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 161.480 | 134,31 | 12.437 | 140,28 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 210.538 | 5,68 | 16.216 | 8,36 | ||||
| 2026-01-26 | 13F | Pacific Life Fund Advisors LLC | 120.920 | 188,45 | 9.313 | 195,84 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1.266 | 0,00 | 102 | 5,15 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 8.930 | 688 | ||||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 5.109 | 38,19 | 393 | 41,88 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 344.629 | -1,50 | 26.543 | 1,00 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 233 | 18 | ||||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Chris Bulman Inc | 78.557 | 8,21 | 6.330 | 13,22 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 18.801 | -5,42 | 1.515 | -1,11 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 210.389 | 19,37 | 16.204 | 22,41 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 202.772 | 0,92 | 15.618 | 3,49 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 601.178 | 10,61 | 46 | 15,00 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 72.567 | 200,87 | 5.589 | 208,61 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.160.605 | 93.504 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 284 | 0,00 | 23 | 4,76 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 140.643 | 1,92 | 11.333 | 6,63 | ||||
| 2026-04-22 | 13F | Motco | 23.854 | 3,59 | 1.922 | 8,40 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 241.766 | 18.621 | ||||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 102.734 | -6,15 | 8.278 | -1,80 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 6.787 | 547 | ||||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 56.531 | -4,48 | 4.555 | -0,07 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 3.216 | 3,71 | 248 | 6,47 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 67.625 | 3,00 | 5.208 | 5,62 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 6.644 | 10,88 | 535 | 16,05 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 20.396 | 0,00 | 1.571 | 2,55 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 86.094 | -0,64 | 6.937 | 3,96 | ||||
| 2026-01-26 | 13F | Heritage Wealth Architects, Inc. | 81.975 | 119,68 | 6.792 | 142,40 | ||||
| 2026-02-12 | 13F | Correct Capital Wealth Management | 316.759 | 8,77 | 24.397 | 11,53 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 34.881 | 40,25 | 2.899 | 51,33 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 9.757 | 751 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.356 | 11,51 | 104 | 14,29 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 426.874 | 55,59 | 32.878 | 59,54 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 860 | 66 | ||||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 30.775 | 30,37 | 2.370 | 33,67 | ||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Lam Group, Inc. | 21.630 | -1,73 | 1.743 | 2,77 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 4.740 | 64,47 | 382 | 72,07 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 99.387 | 7.655 | ||||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 14.161 | -0,60 | 1.091 | 1,87 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 86.316 | 3,61 | 6.955 | 8,40 |
