Grundlæggende statistik
| Institutionelle ejere | 1023 total, 1021 long only, 0 short only, 2 long/short - change of 10,63% MRQ |
| Gennemsnitlig porteføljeallokering | 1.3605 % - change of 4,25% MRQ |
| Institutionelle aktier (lange) | 141.265.241 (ex 13D/G) - change of 10,37MM shares 7,94% MRQ |
| Institutionel værdi (lang) | $ 14.357.333 USD ($1000) |
Institutionelt ejerskab og aktionærer
American Century ETF Trust - Avantis U.S. Small Cap Value ETF (US:AVUV) har 1023 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 141,265,241 aktier. Største aktionærer omfatter Creative Planning, Colony Group, LLC, LPL Financial LLC, Morgan Stanley, Truepoint, Inc., Mason Investment Advisory Services, Inc., Bank Of America Corp /de/, Envestnet Asset Management Inc, Northwestern Mutual Wealth Management Co, and Ameriprise Financial Inc .
American Century ETF Trust - Avantis U.S. Small Cap Value ETF (ARCA:AVUV) 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 27, 2026 is 119,61 / share. Previously, on April 28, 2025, the share price was 83,10 / share. This represents an increase of 43,93% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 16.171 | -19,85 | 1.649 | -17,88 | ||||
| 2026-02-12 | 13F | Trailhead Planners LLC | 61.624 | 6.284 | ||||||
| 2026-02-13 | 13F | Islay Capital Management, Llc | 68.153 | -13,60 | 6.950 | -11,48 | ||||
| 2025-10-27 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 215.011 | 5,76 | 23.752 | 14,57 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 77.733 | -0,25 | 8.587 | 8,07 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 39.141 | 9,50 | 3.992 | 12,20 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 22.613 | -5,85 | 2.306 | -3,51 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 252 | 800,00 | 26 | 1.150,00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 105 | 0,00 | 12 | 10,00 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 24.281 | 3,34 | 2.696 | 12,52 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 19.032 | -2,09 | 1.941 | 0,31 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 60.156 | 12,34 | 6.135 | 15,11 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 52.802 | 9,77 | 5.385 | 12,47 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 415.067 | 1,97 | 48.779 | 17,51 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 120.146 | 1,10 | 13.273 | 9,52 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 20.715 | -6,92 | 2.113 | -4,65 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 4.755 | 485 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 268.525 | -15,07 | 27 | -12,90 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 305 | 31 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 27.728 | 5,31 | 2.828 | 7,90 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 888 | 0,00 | 91 | 0,00 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 103.367 | -50,44 | 11.419 | -48,42 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 31 | 0,00 | 3 | 0,00 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 51.319 | 1,08 | 5.234 | 3,56 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 84.526 | -51,20 | 8.620 | -50,00 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 21.730 | -1,77 | 2.216 | 0,68 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 188.387 | 7,60 | 20.811 | 16,56 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 135.627 | 6,95 | 14.983 | 15,84 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 26.567 | 3,64 | 2.935 | 12,24 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 8.979 | 0,29 | 992 | 8,54 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 5.226 | 577 | ||||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 35.109 | -6,56 | 3.580 | -4,25 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 4.159 | -2,60 | 459 | 5,52 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 189.274 | 21,18 | 19.303 | 24,17 | ||||
| 2026-04-21 | 13F | WMS Group LLC | 12.098 | 1.336 | ||||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 22.187 | 2,92 | 2.263 | 5,45 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 545.726 | -0,18 | 55.653 | 2,28 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.003 | 221 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 70.754 | 1,84 | 7.215 | 4,35 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 8.221 | 0,22 | 908 | 8,61 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 2.009.379 | -10,34 | 204.917 | -7,64 | ||||
| 2026-04-21 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 306.117 | -2,00 | 33.817 | 6,16 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 195.964 | 8,89 | 19.984 | 11,57 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 22.937 | -3,90 | 2.538 | 4,27 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 3.704 | 3,67 | 409 | 12,36 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 109.568 | -0,90 | 11.174 | 1,54 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 1.990 | 220 | ||||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 138.486 | 2,73 | 14.123 | 5,25 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 251.266 | 25.624 | ||||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 63 | 0,00 | 7 | 0,00 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 41.253 | 100,49 | 4.207 | 105,47 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 161.230 | 0,63 | 16.442 | 3,10 | ||||
| 2025-10-28 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 3.050 | 0,00 | 337 | 8,04 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 137.232 | -3,30 | 15.160 | -3,54 | ||||
| 2026-01-26 | 13F | Childress Capital Advisors, Llc | 4.900 | 500 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 72.665 | 62,31 | 7 | 75,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 506.611 | 94,48 | 51.664 | 99,27 | ||||
| 2026-02-13 | 13F | L2 Asset Management, LLC | 105.791 | 56,17 | 10.789 | 60,01 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 639.937 | 3,13 | 65.261 | 5,67 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 3.045 | 0,00 | 311 | 2,31 | ||||
| 2026-02-04 | 13F | Family Legacy, Inc. | 2.368 | -0,21 | 241 | 2,12 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 5.475.239 | 7,15 | 558.365 | 9,79 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 975 | 811,21 | 108 | 970,00 | ||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 2.990 | 305 | ||||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 3.120 | 0,00 | 345 | 8,18 | ||||
| 2026-02-13 | 13F | American Century Companies Inc | 795.649 | -0,08 | 81.140 | 2,38 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 142.800 | 0,82 | 15.775 | 9,21 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 291.839 | 21,33 | 29.762 | 23,05 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 17.724 | 10,22 | 1.807 | 12,94 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 174 | 19 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 12.910 | 1.316 | ||||||
| 2025-11-07 | 13F | TT Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 75.848 | -1,29 | 8.379 | 6,92 | ||||
| 2026-02-02 | 13F | Bull Oak Capital, LLC | 31.848 | -4,64 | 3.248 | -2,32 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 227.367 | -4,71 | 23.187 | -2,36 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 85.247 | 16,84 | 8.694 | 19,72 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 246.104 | 4,18 | 25.098 | 6,75 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Drive Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 43.741 | -1,49 | 4.832 | 6,71 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 73.221 | 1,00 | 8.089 | 9,40 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 16.322 | 106,92 | 1.803 | 124,25 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 4.518 | -0,07 | 461 | 2,22 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 6.951 | 768 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 307.061 | 11,94 | 33.921 | 21,26 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.515 | 37,47 | 868 | 40,91 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 89.384 | -11,28 | 9.115 | -0,69 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 52.389 | 5.787 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 74.016 | 6,31 | 8.177 | 15,15 | ||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 6 | 0,00 | 1 | |||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 4.650 | 25,98 | 474 | 29,16 | ||||
| 2026-02-17 | 13F | Capital Wealth Alliance, LLC | 8.633 | -4,89 | 995 | 10,08 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 9.349 | -0,65 | 953 | 1,82 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 8.509 | 965 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 88.224 | 9,63 | 8.997 | 12,34 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 743 | -14,30 | 82 | -6,82 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 303.644 | 2,99 | 30.966 | 5,52 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 165.955 | 17,02 | 18.333 | 26,76 | ||||
| 2025-11-07 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 158.751 | 1,22 | 17.537 | 9,64 | ||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 3.337 | -89,97 | 369 | -89,15 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 26.560 | 109,22 | 2.934 | 126,74 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 81.643 | 8,95 | 8.326 | 11,63 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 888 | 91 | ||||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 106.319 | 1,51 | 11.745 | 4,66 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 3.831 | 0,37 | 391 | 2,90 | ||||
| 2026-02-17 | 13F | Creative Planning | 18.844.762 | 12,15 | 1.921.789 | 14,92 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 227.231 | 10,88 | 25.102 | 20,11 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 848.616 | 86,20 | 86.542 | 90,79 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 2.508 | 256 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 246 | 0,00 | 27 | 8,00 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 2.319 | -27,58 | 237 | -25,79 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 74.550 | 3,05 | 7.603 | 5,58 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 36.706 | -4,36 | 4.055 | -1,82 | ||||
| 2025-11-13 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 70.100 | 4,78 | 7.744 | 13,50 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 12.865 | -50,17 | 1.312 | -48,97 | ||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | Call | 8.500 | 867 | |||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Brickley Wealth Management | 4.350 | 1,12 | 444 | 3,50 | ||||
| 2026-02-12 | 13F | Betterment LLC | 175.362 | -4,50 | 18 | -5,56 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 21.249 | 251,98 | 2.409 | 309,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 59.215 | -1,86 | 6.541 | 6,32 | ||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 2.450 | 282 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 2.142 | 213 | ||||||
| 2025-11-14 | 13F | Spectrum Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 24.790 | 38,66 | 2.528 | 42,10 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.304.026 | 15,14 | 132.985 | 17,98 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 193.507 | 1,06 | 21.377 | 9,47 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Rhl Group, Llc | 1.624 | 166 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 21.631 | 10,85 | 2.390 | 20,11 | ||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 6.383 | 0,00 | 651 | 2,36 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 92.727 | 6,42 | 9.456 | 9,04 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 13 | 0,00 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 27.007 | 30,42 | 2.984 | 41,31 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 1.856 | 205 | ||||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 76.852 | 7.837 | ||||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 25.663 | 2.617 | ||||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 2.337 | -7,34 | 238 | -5,56 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 8.444 | -22,28 | 933 | -15,81 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 558.513 | 25,53 | 61.811 | 36,23 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 2.127 | 0,00 | 235 | 8,80 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 39.910 | 4.070 | ||||||
| 2026-04-02 | 13F | Collective Family Office Llc | 126.746 | 2,65 | 14.002 | 11,20 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 16.281 | 292,41 | 1.660 | 302,91 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.261 | 250 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 9.016 | -2,72 | 919 | -0,33 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 47.860 | -9,22 | 5.287 | -1,66 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 127.716 | 37,37 | 14.109 | 48,80 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 103.514 | 14,55 | 11.433 | 24,06 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 323.673 | 3,95 | 33.008 | 6,51 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 103.513 | -14,43 | 10.556 | -12,32 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 93.276 | 24,45 | 10.304 | 34,82 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 2.053 | -9,28 | 227 | -1,74 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 103.514 | 323,86 | 11.433 | 359,12 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 12.679 | 1,73 | 1.293 | 4,19 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 10.409 | 1,18 | 1.061 | 3,71 | ||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 5.380 | 0,00 | 549 | 2,43 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 2.344 | 0,04 | 259 | 8,40 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 152.825 | -6,88 | 16.883 | 0,87 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 393 | 40 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 102.128 | -0,66 | 11.282 | 7,61 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 12.559 | 29,70 | 1.387 | 40,53 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 46.465 | 23,00 | 5 | 33,33 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5.150 | -6,67 | 569 | 1,07 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 6.064 | 19,94 | 618 | 22,86 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 26.625 | 2.715 | ||||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 6.813 | -4,69 | 695 | -2,39 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 4.102 | 74,18 | 453 | 88,75 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 4.771 | 56,17 | 527 | 69,45 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 19.957 | -3,69 | 2.035 | -1,31 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2.238 | -18,08 | 247 | -11,15 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 7.770 | -3,07 | 858 | 5,02 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 1.918 | 212 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 2.313.192 | 3,04 | 235.899 | 5,58 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 46.402 | 4,82 | 5.126 | 13,56 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 130 | 14 | ||||||
| 2026-02-13 | 13F | Entrewealth, Llc | 11.049 | 10,93 | 1.273 | 28,36 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 154.271 | -1,82 | 17.042 | 6,35 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 191 | -4,98 | 20 | -5,00 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 133.219 | 6,12 | 13.586 | 8,73 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 163.828 | 18.098 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 702.392 | -3,41 | 77.593 | 4,63 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 33.900 | 98,25 | 3.457 | 103,23 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 248.904 | 0,50 | 27.496 | 8,86 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 49.385 | 0,00 | 5.456 | 8,32 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 593 | 0,34 | 65 | 8,33 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 2.737 | 0,33 | 279 | 2,95 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 952 | 97 | ||||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 53.696 | -0,52 | 5.476 | 1,92 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 112.880 | -27,35 | 11.512 | -25,57 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 26.855 | 0,00 | 2.739 | 2,47 | ||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 83.120 | 0,00 | 8.477 | 2,47 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 591.966 | 1,44 | 65.395 | 9,88 | ||||
| 2026-02-02 | 13F | Objectivity Squared, LLC | 125.921 | 2,52 | 12.841 | 5,04 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 2.818 | 287 | ||||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 113.960 | 2,49 | 12.663 | 11,27 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 3.523 | -1,09 | 389 | 7,16 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 67.495 | 21,05 | 6.883 | 24,04 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 10.557 | 2,81 | 1.166 | 11,37 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 14.055 | 8,77 | 1.433 | 11,43 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 31.262 | 5,97 | 3.453 | 14,79 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 441.934 | 6,13 | 45.068 | 8,75 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 57.354 | -2,66 | 5.849 | -0,27 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 3.921 | 400 | ||||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 88.765 | 0,96 | 9.052 | 3,44 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 579 | -83,68 | 59 | -83,29 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 27.123 | -85,01 | 2.767 | -84,64 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 10.753 | -88,66 | 1.188 | -87,72 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 24.787 | 1,66 | 2.738 | 10,14 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 2.951 | 0,00 | 301 | 2,39 | ||||
| 2026-02-05 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 98.263 | -3,11 | 10.855 | 4,96 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 29.692 | 18,53 | 3 | 50,00 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 5.313 | 37,57 | 542 | 40,89 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 398 | -77,56 | 41 | -77,27 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 90 | 0,00 | 9 | 0,00 | ||||
| 2026-02-13 | 13F | Pitti Group Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 5.951 | 658 | ||||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 43.492 | 18,30 | 4.435 | 21,21 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 5.968 | 4,12 | 609 | 6,67 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 50 | 5 | ||||||
| 2026-01-28 | 13F | Team Hewins, LLC | 389.787 | 4,03 | 39.750 | 6,59 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 112.904 | -7,12 | 11.514 | -4,83 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 38.545 | 16,13 | 4.258 | 25,83 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 145.109 | -0,96 | 14.798 | 1,47 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 150.429 | 16.618 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 371 | 0,00 | 41 | 8,11 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 73 | 7 | ||||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 2.510 | 0,00 | 256 | 2,41 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 52.233 | 20,00 | 5.770 | 29,98 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 3.622 | 400 | ||||||
| 2026-01-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 34.694 | -0,87 | 3.538 | 1,58 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 219.548 | -1,41 | 23.819 | 7,69 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 1.200.901 | -1,96 | 133 | 6,45 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 590 | 0,00 | 65 | 8,33 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 15.468 | 20,07 | 1.577 | 23,01 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 210 | 0,00 | 21 | 5,00 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 57.398 | 0,00 | 6.341 | 8,32 | ||||
| 2026-02-17 | 13F | Fmr Llc | 13.133 | 27,59 | 1.339 | 30,76 | ||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 216 | 22 | ||||||
| 2026-03-02 | 13F | Cogent Strategic Wealth Llc | 24.617 | 2.671 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 4.288 | -5,53 | 474 | 2,38 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 18.175 | 23,73 | 1.853 | 26,74 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 3.984 | -12,94 | 406 | -10,77 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 7.642 | -25,58 | 828 | -19,08 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 13.580 | -4,07 | 1.500 | 3,95 | ||||
| 2026-02-02 | 13F | Nkcfo Llc | 28.600 | 0,00 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 159.658 | -0,92 | 18.474 | 12,41 | ||||
| 2026-02-05 | 13F | Cauble & Harre Wealth Management, Inc. | 120.163 | 12.254 | ||||||
| 2026-04-20 | 13F | White Pine Investment CO | 65.171 | 2,29 | 7 | 16,67 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 5.796 | -3,29 | 591 | -0,84 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 528 | -18,27 | 54 | -17,19 | ||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 81.118 | 8.961 | ||||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 6.867 | 44,39 | 759 | 56,29 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.272 | 115,23 | 130 | 122,41 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 563 | 0,00 | 62 | 8,77 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2.919 | 8,59 | 322 | 17,52 | ||||
| 2026-04-21 | 13F | WJ Interests, LLC | 210.747 | 5,38 | 23.281 | 14,16 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 57.506 | -24,58 | 5.865 | -22,73 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 78.853 | 3,44 | 8.041 | 6,28 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 2.992 | 0,00 | 305 | 2,69 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 85.066 | 5,76 | 8.675 | 8,37 | ||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 182.721 | 3,40 | 18.634 | 5,94 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 14.896 | 1.646 | ||||||
| 2026-02-17 | 13F | Css Llc/il | 39.420 | 1,28 | 4.020 | 3,80 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 22.317 | -0,02 | 2.465 | 8,30 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 9.790 | -0,75 | 998 | 1,73 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 7.525 | -3,05 | 831 | 5,06 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 858.771 | 3,25 | 87.577 | 5,79 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 10.777 | -1,49 | 1.099 | 1,01 | ||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 41.955 | 4.279 | ||||||
| 2026-01-28 | 13F | Glassman Wealth Services | 7.367 | 104,64 | 751 | 109,78 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 17.154 | 1.895 | ||||||
| 2026-02-12 | 13F | Guardsman Private Capital Management, Inc. | 5.419 | 553 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 54 | -14,29 | 6 | -16,67 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 5.988 | 0,64 | 659 | 14,41 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 5.735 | 3,99 | 585 | 6,57 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 32.546 | -0,38 | 3.595 | 7,93 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 4.718 | -4,18 | 481 | -1,84 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 30.892 | 0,77 | 3.413 | 9,15 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 146.058 | 23,13 | 14.898 | 26,19 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 2.105 | 0,00 | 233 | 8,41 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 6.250 | 637 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 23.216 | 17.622,14 | 2.565 | 19.623,08 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 160.720 | 19,64 | 16.390 | 22,59 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 2.825 | 312 | ||||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 7.379 | 5,29 | 753 | 7,89 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 14.010 | -5,45 | 1.429 | -3,12 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bfsg, Llc | 179.568 | 2,17 | 18.312 | 4,68 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 50 | 5 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 25.866 | -4,76 | 2.857 | 3,18 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 603.359 | 0,24 | 66.653 | 8,59 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 3.349 | -9,51 | 370 | -2,12 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 900.720 | -9,46 | 91.855 | 92.682,83 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 9.174 | -7,64 | 1.013 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 145 | 141,67 | 15 | 180,00 | ||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 97.045 | -0,09 | 9.897 | 2,37 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 237.835 | 3,99 | 26.274 | 12,64 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 96.257 | 7,57 | 10 | 12,50 | ||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 650 | 1,56 | 72 | 9,23 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 33.853 | -3,19 | 3.452 | -0,80 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 3.700 | 377 | ||||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 8.921 | -8,61 | 986 | -1,01 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 112.047 | 3.652,41 | 12.378 | 3.971,38 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 2.387 | 17,47 | 264 | 27,05 | ||||
| 2026-01-27 | 13F | Cannon Wealth Management Services, LLC | 2.840 | -0,04 | 290 | 2,48 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 46.708 | 16,96 | 5.160 | 26,69 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 617 | -14,90 | 65 | -9,72 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 2.603 | 0,89 | 265 | 3,52 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 2.028 | 0,40 | 207 | 2,49 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 20.477 | 0,20 | 2.262 | 8,54 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 21.026 | -1,28 | 2.323 | 6,91 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 81.208 | 3,31 | 8.282 | 5,85 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 2.413 | 246 | ||||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 173 | 0,00 | 18 | 0,00 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 737.326 | 4,50 | 75.192 | 7,07 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 122.308 | 2,08 | 12.473 | 4,59 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 4.066 | 0,17 | 415 | 2,48 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 25.908 | 1,97 | 2.862 | 10,46 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 21 | 0,00 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 11.849 | -0,03 | 1.309 | 8,36 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 100.409 | 1,76 | 11 | 0,00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 197 | -24,52 | 22 | -19,23 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 35.186 | -7,51 | 3.887 | 0,21 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 51.483 | 6,40 | 5.255 | 9,09 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 31.491 | 0,99 | 3.211 | 3,48 | ||||
| 2026-04-07 | 13F | Eastern Bank | 105 | 0,00 | 12 | 10,00 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 111.242 | 1,61 | 12.289 | 10,06 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 53.988 | 8,19 | 5.506 | 10,85 | ||||
| 2026-02-17 | 13F | Insight Wealth Partners, LLC | 17.825 | 0,15 | 1.818 | 2,60 | ||||
| 2026-01-29 | 13F | Porter White Investment Advisors, Inc. | 112.598 | 3,11 | 11.483 | 5,64 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 23.965 | 24,06 | 2.444 | 27,11 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.338.349 | -2,86 | 136.505 | -0,54 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 34.083 | -10,48 | 3.765 | -3,01 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 121.338 | 5,89 | 13.404 | 14,71 | ||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 3.112 | 317 | ||||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 46.569 | 4.749 | ||||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 124.387 | -0,31 | 13.741 | 7,99 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 10.802 | -35,23 | 1.193 | -29,82 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 23.373 | 0,00 | 2.582 | 8,35 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 131.416 | -23,50 | 14.518 | -17,13 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.051 | 126,63 | 209 | 132,22 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 15.826 | 3,05 | 1.614 | 5,56 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 4.854 | 44,72 | 495 | 48,65 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 5.619 | 23,58 | 573 | 26,55 | ||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 233.971 | 5,49 | 23.860 | 8,09 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 76.999 | 4,47 | 8.910 | 18,53 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 798.242 | 2,42 | 81.405 | 4,94 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 327.195 | -1,06 | 33.367 | 1,38 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 54.910 | 4,69 | 5.600 | 7,28 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 473.099 | 3,92 | 48.247 | 6,48 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 68.206 | -19,21 | 7.535 | -12,49 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 144.217 | 2,58 | 15.932 | 11,12 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 128.346 | -0,90 | 14.178 | 0,91 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 5.035 | -54,56 | 556 | -50,75 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1.212.762 | 5,92 | 133.974 | 14,74 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 2.250 | 0,00 | 229 | 2,69 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 45.341 | -3,26 | 4.624 | -0,88 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 15.225 | 13,44 | 1.553 | 16,25 | ||||
| 2025-10-29 | 13F | Horizon Bancorp Inc /in/ | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 595 | 66 | ||||||
| 2026-04-24 | 13F | Whelan Financial | 5.159 | 0,00 | 570 | 8,17 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 2.645 | -97,92 | 270 | -97,88 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 80.609 | -0,56 | 8.221 | 1,90 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 334 | 0,00 | 37 | 5,88 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rinkey Investments | 2.450 | 250 | ||||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 9.930 | -0,28 | 1.097 | 7,98 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 280.293 | -9,77 | 30.964 | -2,25 | ||||
| 2026-01-27 | 13F | DSG Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 1.072.724 | 0,29 | 109.396 | 2,76 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 4 | -93,85 | ||||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 60.377 | 7,49 | 6.157 | 10,14 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 27.932 | -7,64 | 2.848 | -5,38 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 1.873 | 191 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 6.030 | 5,18 | 666 | 14,04 | ||||
| 2026-02-13 | 13F | Retirement Financial Solutions, Llc | 213.024 | 0,97 | 21.724 | 3,46 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 173.592 | 88,13 | 17.703 | 92,75 | ||||
| 2025-10-27 | 13F | Grimes & Company, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 21.719 | -77,09 | 2 | -77,78 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 36.168 | 11,82 | 3.995 | 21,13 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 50.032 | 12,89 | 5.527 | 22,31 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 34.596 | 0,95 | 3.822 | 9,36 | ||||
| 2026-01-29 | 13F | Comerica Bank | 391.724 | -34,25 | 39.948 | -32,63 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 52.207 | 0,12 | 5.324 | 2,60 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 22.171 | 6,63 | 2.449 | 15,52 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 17.299 | -10,96 | 1.784 | -7,76 | ||||
| 2026-01-26 | 13F | Slagle Financial, LLC | 6.447 | 2,97 | 657 | 5,46 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Advisor OS, LLC | 76.189 | -5,92 | 7.770 | -3,61 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 667 | 0,00 | 74 | 7,35 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 2.733 | 279 | ||||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 260.049 | 3,21 | 28.728 | 11,81 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 4.015 | -7,74 | 409 | -5,54 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 22.772 | 9,56 | 2.516 | 18,69 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 12.197 | -2,70 | 1.244 | -0,32 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 311.148 | 7,04 | 34.373 | 9,91 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 56.189 | -7,30 | 6 | -16,67 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 22 | 0,00 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 17.366 | 7,01 | 1.918 | 15,96 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 371 | 0,27 | 41 | 8,11 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 32.414 | 113,97 | 3.306 | 119,31 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 112.302 | -0,65 | 11.453 | 1,86 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 12.564 | 156,25 | 1.281 | 163,04 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 37.355 | 0,16 | 4.127 | 8,49 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 1.830 | 207 | ||||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 35.623 | 5,47 | 3.633 | 8,06 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 318.160 | 9,41 | 32.446 | 12,10 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 5.019 | 0,00 | 512 | 2,40 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 125.351 | -0,47 | 13.848 | 7,82 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 78.144 | 0,02 | 8.966 | 9,13 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 258 | 3,20 | 25 | 9,09 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 2.697 | 298 | ||||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 47.390 | 7,82 | 5.235 | 16,80 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 15.977 | 6,68 | 1.765 | 15,59 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 209.811 | 3,59 | 21.397 | 6,15 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Aspiriant, Llc | 2.369 | -15,48 | 242 | -13,31 | ||||
| 2026-02-13 | 13F | Heron Bay Capital Management | 2.924 | -0,48 | 298 | 2,05 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 2.771 | 283 | ||||||
| 2026-01-30 | 13F | Torren Management, LLC | 71.842 | 7.326 | ||||||
| 2026-02-05 | 13F | PCG Wealth Advisors, LLC | 59.572 | 1,49 | 6.075 | 3,99 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 17.795 | 6,43 | 1.815 | 9,01 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 727.507 | -31,12 | 74.191 | -29,42 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 60.434 | 9,39 | 6.163 | 12,10 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 653 | 0,00 | 67 | 3,13 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 28.692 | 90,59 | 3.170 | 106,45 | ||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 142.731 | 69,57 | 14.454 | 72,53 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 34.874 | -4,17 | 3.852 | 3,80 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 117.662 | 12.998 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 10.819 | -47,06 | 1.195 | -42,66 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 3.620 | 50,33 | 0 | |||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 15.115 | 2,63 | 1.670 | 11,19 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 33 | 3 | ||||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 209 | 57,14 | 23 | 76,92 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 3.311 | 3,11 | 366 | 11,62 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 13.738 | 1.401 | ||||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 279.903 | 4,06 | 28.544 | 6,62 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | BWM Planning, LLC | 350.329 | 2,43 | 38.701 | 10,96 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 30.410 | -23,49 | 3.101 | -21,59 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 7.761 | 792 | ||||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 52.737 | -0,76 | 5.378 | -0,76 | ||||
| 2026-02-11 | 13F | Pfc Capital Group, Inc. | 35.720 | 12,47 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 61 | -95,92 | 6 | -95,59 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 3.396 | 0,00 | 375 | 8,38 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 12.392 | 3,97 | 1.369 | 12,59 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 6.876 | 701 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 44.722 | 4.552 | ||||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 1.027.165 | 25.001,78 | 104.750 | 25.637,10 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 49.715 | -5,23 | 5.070 | -2,91 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 27.290 | 1,10 | 2.783 | 3,61 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 22.627 | -1,52 | 2.307 | 0,92 | ||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 76.179 | -4,83 | 7.769 | -2,50 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 77.716 | 0,76 | 7.925 | 3,24 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 4.347 | 0,02 | 443 | 2,55 | ||||
| 2026-01-28 | 13F | Absher Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 19.027 | -18,50 | 2.102 | -11,72 | ||||
| 2026-02-13 | 13F | Satovsky Asset Management Llc | 619.836 | 0,03 | 63.211 | 2,49 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 209.792 | 7,89 | 23 | 21,05 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 37.155 | -1,66 | 4.104 | 6,54 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 7.681 | 1,40 | 849 | 9,84 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 2.800 | -90,82 | 286 | -90,61 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 4.697 | 479 | ||||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 56.773 | 16,10 | 6.272 | 25,77 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 3.691 | 0,08 | 376 | 2,45 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 9.752 | 0,00 | 1.077 | 8,35 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 414 | -25,00 | 0 | |||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 460.638 | 15,08 | 50.887 | 24,66 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 2.300 | 235 | |||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 632.849 | -1,97 | 69.911 | 6,19 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 125.794 | -6,36 | 13.896 | 1,44 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 2.628 | 9,87 | 290 | 19,34 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 10.313 | -3,88 | 1.052 | -1,50 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 4.216 | 466 | ||||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 57.671 | -3,32 | 6.371 | 4,72 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 17.155 | 24,80 | 1.895 | 35,26 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 16.129 | -39,94 | 1.782 | -34,95 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 9.195 | -2,13 | 938 | 0,21 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 39.853 | 6,19 | 4.403 | 15,02 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 200 | 20 | ||||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 127.306 | 14.064 | ||||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 9.156 | -10,55 | 934 | -8,35 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 75.047 | 4,46 | 8.290 | 13,16 | ||||
| 2026-02-13 | 13F | STAR Financial Bank | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 3.791 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 531 | 54 | ||||||
| 2026-02-13 | 13F | Wright Wealth Llc | 57.104 | 5.824 | ||||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 15.337 | -2,18 | 1.564 | 0,26 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 163.888 | 94.088,51 | 16.866 | 99.105,88 | ||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 127.326 | 37,80 | 12.985 | 41,19 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 96.036 | 5,82 | 10.609 | 14,63 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 112 | 11 | ||||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 57.608 | -7,66 | 6.364 | 0,03 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 17.172 | -2,95 | 1.751 | -0,57 | ||||
| 2026-01-16 | 13F | Tower Wealth Partners, Inc. | 15.013 | 1,96 | 1.531 | 4,51 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 90.210 | 9 | ||||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 8.572 | -15,60 | 947 | -8,60 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 4.980 | -18,76 | 508 | -16,89 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 100.430 | 2,81 | 10.242 | 5,34 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 8.293 | 0,29 | 846 | 2,67 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 500 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 30.039 | -0,45 | 3.318 | 7,83 | ||||
| 2026-01-27 | 13F | Tranquilli Financial Advisor LLC | 4.715 | 481 | ||||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 274.735 | 4,48 | 30.350 | 13,18 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 3.552 | -1,25 | 362 | 1,12 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 4.796 | 477 | ||||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 15.485 | 27,96 | 1.579 | 31,15 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 14.124 | 1.440 | ||||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 31.724 | -1,01 | 3.505 | 7,22 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 418 | 43 | ||||||
| 2026-01-14 | 13F | Alliance Wealth Advisors, LLC | 106.527 | 3,73 | 10.864 | 6,28 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 146.054 | 0,69 | 14.537 | 10,00 | ||||
| 2025-11-03 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 41.713 | 3,67 | 4.608 | 15,06 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 149.187 | -3,04 | 16.481 | 5,04 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 29.397 | 106,03 | 2.998 | 111,06 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 390.422 | -13,58 | 39.815 | -11,45 | ||||
| 2026-02-03 | 13F | Centerpoint Advisory Group | 20.666 | -3,45 | 2.108 | -1,08 | ||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 6.596 | -1,23 | 729 | 6,90 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 303 | 31 | ||||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 55.714 | 7,96 | 5.682 | 10,61 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 8.267 | 2,02 | 913 | 10,53 | ||||
| 2026-02-05 | 13F | Atlas Wealth LLC | 4.934 | 0,00 | 503 | 2,44 | ||||
| 2026-02-12 | 13F | Empire Financial Management Company, LLC | 2.160 | 0,89 | 220 | 3,29 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 11.700 | 41,13 | 1.292 | 52,90 | ||||
| 2026-02-03 | 13F | Pearl Planning LLC | 63.793 | 6.506 | ||||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 357 | 36 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 233 | 565,71 | 26 | 733,33 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 394.029 | -0,65 | 43.528 | 7,62 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 5.394 | 1 | ||||||
| 2026-04-20 | 13F | Schwab Charitable Fund | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | First Horizon Corp | 31.455 | 248,38 | 3.208 | 257,13 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 66.740 | 2,54 | 6.806 | 5,06 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 3.131 | 0,00 | 346 | 8,15 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 16.657 | -0,93 | 1.699 | 1,49 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 163.756 | 2,16 | 18.090 | 10,67 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.288 | 131 | ||||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 2.147 | 237 | ||||||
| 2026-01-28 | 13F | Meadow Creek Wealth Advisors Llc | 24.092 | 0,25 | 2.457 | 5,27 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 14.800 | 21,31 | 1.509 | 24,30 | |||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 26.530 | 0,86 | 2.706 | 3,32 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 9.828 | -4,90 | 1.002 | -2,53 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 600 | 66 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 21.600 | -3,57 | 2.203 | -1,21 | |||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 216 | 0,47 | 22 | 4,76 | ||||
| 2026-04-20 | 13F | Emprise Bank | 31.852 | -1,23 | 3.519 | 7,00 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 4.884 | -7,83 | 498 | -5,50 | ||||
| 2026-02-13 | 13F | Beta Wealth Group, Inc. | 98.672 | -3,41 | 10.063 | -1,03 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 2.295 | 0,26 | 254 | 8,58 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 3.243 | 358 | ||||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 253.668 | 4,61 | 25.869 | 7,19 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3.618 | 0,00 | 400 | 8,13 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 69.279 | -7,51 | 7.065 | -5,23 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4.217 | 1.664,44 | 466 | 1.837,50 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 4.962 | 548 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 114.421 | 13,68 | 11.669 | 16,47 | ||||
| 2026-02-13 | 13F | Commerce Bank | 3.815 | -17,62 | 389 | -15,43 | ||||
| 2025-11-17 | 13F | OmniStar Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 26.563 | -2,00 | 2.878 | 4,09 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 148.814 | 0,02 | 16.440 | 8,35 | ||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 304.678 | 5,92 | 31.072 | 8,53 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 79.738 | -0,43 | 8.809 | 7,86 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 286.201 | 2,92 | 33.045 | 15,24 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 128.736 | 9,95 | 13.129 | 12,66 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 3.210 | 0,06 | 355 | 8,26 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 102.401 | 11.312 | ||||||
| 2026-02-10 | 13F | IF Advisors, LLC | 30.806 | 3.142 | ||||||
| 2026-02-13 | 13F | Marshall Wace, Llp | 6.371 | 650 | ||||||
| 2026-02-06 | 13F | Fort Vancouver Investment Management, LLC | 187.462 | 3,52 | 19.117 | 6,06 | ||||
| 2026-02-17 | 13F | Vines Capital Management, LLC | 8.258 | 842 | ||||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 22.062 | 2,58 | 2.437 | 11,13 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 5.022 | 0,36 | 512 | 2,81 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 2.703 | 12,16 | 299 | 21,63 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 306.475 | 2,57 | 31.254 | 5,10 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 3.700 | -0,11 | 409 | 8,22 | ||||
| 2026-01-29 | 13F | Concord Asset Management, LLC/VA | 86.126 | 3,70 | 8.783 | 6,25 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 42 | 0,00 | 5 | 0,00 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 111.407 | 38,50 | 11.361 | 41,92 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 3.283 | 36,91 | 356 | 52,14 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 2.465 | 4,40 | 272 | 13,33 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 24.408 | 8,15 | 2.489 | 10,82 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 77.420 | 3,79 | 8.553 | 12,44 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 21.774 | 2.405 | ||||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 5.524 | -22,36 | 563 | -20,48 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 20.568 | -0,37 | 2.272 | 7,93 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 26.375 | -11,27 | 2.914 | -3,89 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 13.737 | 1.521 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 33.108 | -63,80 | 3.657 | -60,79 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 14.114 | -6,55 | 1.439 | -4,32 | ||||
| 2026-03-09 | 13F | Rubicon Advisors, GP | 56.117 | 5.723 | ||||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 13.402 | -1,92 | 1.481 | 6,25 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 4.913 | 501 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 148.555 | -4,88 | 17.458 | 9,62 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 7.974 | 16,75 | 813 | 19,73 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 2.844.838 | 2,79 | 290.117 | 5,32 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 917 | 0,77 | 101 | 9,78 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 428.174 | 15,08 | 47.300 | 24,66 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.493.211 | 6,18 | 254.258 | 8,80 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 23.279 | -5,82 | 2.572 | 2,02 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 8.012 | 0,28 | 885 | 8,72 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 394.769 | 9,33 | 40.259 | 12,02 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 9.933 | 1,45 | 1.082 | 13,55 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 73.917 | 16,30 | 8.166 | 25,98 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 5.303 | 1,07 | 541 | 3,45 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 3.130 | 6,83 | 346 | 15,77 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 5.305 | -3,95 | 541 | -1,64 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 55.577 | 6,22 | 6.140 | 15,05 | ||||
| 2026-02-11 | 13F | CNB Bank | 303 | 0,00 | 31 | 0,00 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 13.511 | -0,06 | 1.493 | 8,27 | ||||
| 2026-04-08 | 13F | KWB Wealth | 13.605 | 0,00 | 1.387 | 0,00 | ||||
| 2025-10-28 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 41.767 | 2,32 | 4.259 | 4,85 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 116 | |||||||
| 2026-04-23 | 13F | Davidson Kahn Capital Management, LLC | 33.299 | 3.751 | ||||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 2.612 | 0,35 | 266 | 2,70 | ||||
| 2026-01-29 | 13F | M Wealth Management, LLC | 6.024 | -0,10 | 614 | 2,33 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 807 | 0,00 | 89 | 8,54 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 155.150 | 1,82 | 15.822 | 4,33 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 39.234 | 12,22 | 4.001 | 15,00 | ||||
| 2026-02-17 | 13F | Widmann Financial Services, Inc. | 79.159 | 4,94 | 8.073 | 7,53 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 157.244 | 1,29 | 17.371 | 9,72 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 27.247 | 2,64 | 2.779 | 5,19 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 31.067 | 10,51 | 3.168 | 13,22 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 119.275 | -0,54 | 12.164 | 1,90 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 36.108 | 4,74 | 3.682 | 7,32 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.383.863 | 5,49 | 141.126 | 8,09 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 2.865 | 18,49 | 316 | 28,46 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 1.986 | 203 | ||||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 75.933 | 16,69 | 7.744 | 19,56 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 27.574 | -29,17 | 3.093 | -25,87 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 8.044 | -0,22 | 820 | 1,86 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 355 | 0,00 | 36 | 2,86 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 5.932 | 63,33 | 655 | 77,03 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 110.081 | 11,98 | 12.161 | 26,48 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 72.066 | -0,00 | 7.349 | 2,45 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 341.689 | 2,11 | 37.745 | 10,61 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 84.317 | 13,17 | 8.599 | 15,95 | ||||
| 2026-01-20 | 13F | Pine Harbor Wealth Management, LLC | 132.820 | -5,96 | 13.545 | -3,64 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 24 | 2 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 126.734 | -2,54 | 12.924 | -0,14 | ||||
| 2026-02-12 | 13F | Cornerstone Capital, Inc. | 2.804 | 0,00 | 286 | 2,15 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 13.160 | 2,75 | 1.454 | 11,26 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 5.741 | 0,00 | 585 | 2,45 | ||||
| 2026-02-03 | 13F | Golden Bell Financial Planning LLC | 67.210 | 6,77 | 6.854 | 9,40 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 9.457 | -0,62 | 965 | 1,90 | ||||
| 2025-10-31 | 13F | Whittier Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Invariant Investment Management | 157.464 | 4,64 | 18.181 | 12,56 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 274.846 | 0,53 | 30.362 | 8,90 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 158.730 | 0,87 | 16.187 | 3,36 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 9 | -98,10 | 1 | -100,00 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 2.260 | 0,00 | 250 | 8,26 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 3.913 | 11,51 | 432 | 21,01 | ||||
| 2026-02-04 | 13F | Prosperitas Financial LLC | 3.199 | 2,66 | 326 | 5,16 | ||||
| 2026-02-06 | 13F | Platt Wealth Management LLC | 59.715 | 6 | ||||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 18.671 | -1,25 | 2.063 | 6,95 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 95.620 | 5,15 | 10.395 | 16,60 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 130.988 | -34,87 | 13.457 | -32,81 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 658.681 | 7,23 | 67.172 | 9,87 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 299.879 | -0,28 | 33.128 | 8,03 | ||||
| 2026-02-17 | 13F | Cornerstone Wealth Partners, LLC | 406.210 | 41.426 | ||||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 11.729 | -5,72 | 1.196 | -3,39 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 89.825 | -2,62 | 9.160 | -0,22 | ||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 35.200 | 3.590 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 5.619 | 13,86 | 573 | 16,70 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 6.173 | 0,00 | 682 | 8,27 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 30.001 | 5,97 | 3.314 | 14,79 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 181.025 | 32,75 | 19.998 | 43,80 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 7.818 | 76,76 | 797 | 81,14 | ||||
| 2026-02-20 | 13F | Bauman Advisory Group, LLC | 33.767 | 3.444 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9.381 | -11,59 | 1 | 0,00 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 2.268 | -1,61 | 0 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 141 | 0,00 | 16 | 7,14 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 406.905 | -2,14 | 45.337 | 2,72 | ||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 5.046 | 0,00 | 515 | 2,39 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 345 | 0,00 | 35 | 2,94 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 97.825 | 0,67 | 10 | 0,00 | ||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 2.493 | 254 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 35.066 | -23,22 | 3.874 | -4,42 | ||||
| 2026-03-25 | 13F/A | Lifetime Wealth Management P.C. | 12.411 | 1.266 | ||||||
| 2026-04-14 | 13F | Plancorp, LLC | 1.469.326 | 8,02 | 168.576 | 21,53 | ||||
| 2026-02-23 | 13F | Drake & Associates, LLC | 179.825 | 10,57 | 18.339 | 15,29 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 2.072 | 0,00 | 229 | 8,06 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 11.727 | -43,62 | 1.196 | -42,27 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 12.981 | -0,74 | 1.434 | 7,58 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 103.828 | 9,83 | 10.588 | 12,54 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 2.078.029 | 8,18 | 211.848 | 10,80 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 62.403 | 2,92 | 6.894 | 11,48 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 584.971 | 1,96 | 59.655 | 4,47 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 40.591 | -1,19 | 4.484 | 7,04 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 91.598 | 3,44 | 9.341 | 5,99 | ||||
| 2026-02-23 | 13F | McMill Wealth Management | 282.097 | 8,14 | 28.768 | 10,81 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 11.590 | 7,81 | 1.280 | 16,79 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 107 | -26,71 | 11 | -28,57 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 36.010 | 9,53 | 3.739 | 14,24 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 300 | 33 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 78.937 | 8,32 | 9 | 14,29 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 19.432 | 2.147 | ||||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 33.563 | 29,01 | 3.423 | 32,17 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 31.499 | 8,05 | 3.212 | 10,72 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 45.781 | -0,63 | 4.669 | 1,81 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 2.122 | 0,00 | 234 | 8,33 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 17.359 | -0,75 | 1.918 | 7,52 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 1.019 | 15,14 | 104 | 17,05 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 3.303 | 0,00 | 365 | 8,33 | ||||
| 2025-11-14 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 2.390 | -4,21 | 264 | 3,94 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 2.220 | 226 | ||||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 7.727 | 94,10 | 854 | 119,28 | ||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 2.272 | 0,00 | 251 | 8,23 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 1.312.548 | 5,52 | 133.854 | 8,12 | ||||
| 2025-11-10 | 13F | IFS Group,LLC | 3.525 | 352 | ||||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 7.685 | 3,43 | 784 | 5,95 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 77.776 | 1,49 | 8.592 | 9,93 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 117.507 | 4,18 | 12.981 | 12,85 | ||||
| 2026-02-02 | 13F | Triune Financial Partners, LLC | 5.989 | 0,18 | 654 | 10,10 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 11.265 | 18,24 | 1 | |||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | ERn Financial, LLC | 61.603 | -2,05 | 6.805 | 6,11 | ||||
| 2026-02-17 | 13F | SPWM Advisors LLC | 69.696 | 7.108 | ||||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 65.341 | -2,70 | 6.663 | -0,31 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 12.441 | 0,29 | 1.374 | 8,62 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 21.582 | 104,30 | 2.384 | 121,36 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 92.176 | 10,91 | 9.400 | 13,65 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 87.375 | 5,58 | 8.911 | 8,17 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.236 | 25,61 | 126 | 29,90 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 77.553 | 167,56 | 7.909 | 174,20 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 15.384 | 2,23 | 1.699 | 10,76 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 58.600 | 23,95 | 6.474 | 34,27 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 162.873 | 302,89 | 16.610 | 312,85 | ||||
| 2026-02-04 | 13F | Osprey Private Wealth LLC | 2.472 | 252 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 4.221 | 82,81 | 430 | 87,77 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 32.815 | 32,38 | 3.625 | 43,45 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 119 | 0,00 | 13 | 8,33 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 113.112 | 27,18 | 11.535 | 30,31 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 3.392 | 19,65 | 375 | 29,41 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 1.390 | 0,00 | 154 | 8,51 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 120.128 | 57,63 | 12.251 | 61,52 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 204.647 | 5,46 | 22.607 | 14,25 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 14.717 | 0,00 | 1.626 | 8,33 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 43.396 | -3,24 | 4.794 | 4,81 | ||||
| 2026-04-09 | 13F | Vista Investment Partners Llc | 21.889 | -49,68 | 2.418 | -45,48 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 93.328 | 3,02 | 9.518 | 5,56 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 223.102 | 11,72 | 22.752 | 14,47 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 13.701 | 0,21 | 1.514 | 5,29 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 182.196 | 3,86 | 20.127 | 12,51 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 11.700 | 1.292 | ||||||
| 2026-01-30 | 13F | Oakwell Private Wealth Management, LLC | 238.465 | 5,45 | 24.319 | 8,04 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 2.712 | 270 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 118.598 | -1,58 | 13.102 | 5,65 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 4.593 | 507 | ||||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 25 | 4,17 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | JRM Investment Counsel, LLC | 174.902 | 0,81 | 17.836 | 3,30 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 63.535 | 5,19 | 6.479 | 7,79 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 135.733 | 28,99 | 14.994 | 39,74 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 18.188 | 4,44 | 2.009 | 7,95 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 6.542.029 | 7,40 | 667.156 | 10,04 | ||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 3.100 | -3,12 | 316 | -0,63 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 51.306 | 5.232 | ||||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 117.045 | 4,11 | 12.930 | 12,77 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 232.530 | 3,14 | 25.688 | 11,73 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 105.527 | 7,88 | 11.296 | 18,05 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 2.847.150 | 3,54 | 290.352 | 6,09 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 5.386 | -2,66 | 587 | 6,74 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 117.036 | 4,00 | 12.929 | 12,65 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 2.642 | 0,00 | 269 | 1,89 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 9.639 | 21,52 | 983 | 24,46 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 138.630 | 1,64 | 15.314 | 10,10 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 3.600 | -12,20 | 367 | -10,05 | |||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 6.369 | 704 | ||||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Haven Private, LLC | 25.769 | 8,92 | 2.628 | 11,60 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 7.376 | 0,00 | 815 | 8,24 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 69.970 | 7.136 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 12.578 | 6,58 | 1.390 | 15,46 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6.757 | -21,35 | 746 | -14,84 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 3.842 | 45,26 | 392 | 48,67 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 28.047 | -3,03 | 3.098 | 5,05 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 108.529 | 0,73 | 11.068 | 3,21 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 141.692 | -2,12 | 14.450 | 0,28 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 29.591 | -2,87 | 3.269 | 5,22 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 195 | 0,00 | 23 | 4,55 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 135.386 | -49,27 | 13.807 | -48,02 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 115.562 | -2,26 | 12.766 | 5,88 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 25.479 | 0,12 | 2.815 | 8,44 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 45.701 | -0,38 | 4.661 | 2,06 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 91.857 | 0,08 | 10.147 | 8,41 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 69.757 | 2,38 | 7.679 | 10,73 | ||||
| 2026-01-26 | 13F | San Luis Wealth Advisors LLC | 14.406 | -12,51 | 1.469 | -10,32 | ||||
| 2026-02-18 | 13F | Troutman Wealth Management, LLC | 32.061 | 3.270 | ||||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 34.226 | 3 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 1.014.293 | 1,27 | 103.438 | 3,76 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 54.232 | -3,25 | 5.531 | -0,86 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5.536 | 26,80 | 592 | 36,18 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 1.277.426 | -4,33 | 130.272 | -1,98 | ||||
| 2026-04-16 | 13F | Friday Financial | 30.560 | 1,65 | 3.376 | 10,11 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 5.916 | 603 | ||||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 183.941 | 3,68 | 18.758 | 6,23 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 215.845 | 6,92 | 22.012 | 9,55 | ||||
| 2026-01-27 | 13F | Seeds Investor Llc | 2.970 | -45,27 | 303 | -44,07 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.722 | 48,45 | 190 | 61,02 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 11.662 | 4,26 | 1.288 | 12,98 | ||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 156.127 | 2,85 | 16 | 0,00 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 4.666 | 0,00 | 515 | 8,42 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 6.065 | -5,40 | 670 | 2,60 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 15.132 | 7,68 | 1.672 | 16,61 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 3.314 | 0 | ||||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 119.638 | 68,07 | 12.201 | 72,22 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 37.536 | -9,44 | 4.147 | -1,89 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 4.405 | 0,00 | 449 | 2,51 | ||||
| 2026-02-12 | 13F | Correct Capital Wealth Management | 221.085 | 1,49 | 22.546 | 3,99 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 4.586 | -11,21 | 468 | -9,14 | ||||
| 2026-02-13 | 13F | Liberty One Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 28.909 | 2,01 | 3.194 | 10,52 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 120.917 | 5,35 | 13.358 | 14,12 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Call | 10.400 | 188,89 | 1.035 | 216,51 | |||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 14.240 | 0,38 | 1.452 | 2,91 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Put | 5.700 | -41,24 | 567 | -35,79 | |||
| 2026-02-14 | 13F | Bank of Marin | 2.344 | 0,00 | 239 | 2,58 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 154.197 | -1,84 | 17.034 | 6,34 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 6.376 | 6,69 | 704 | 15,60 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 8.961 | 7,37 | 914 | 10,00 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 4.188 | 0,00 | 463 | 8,20 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 40.711 | 0,24 | 4.152 | 2,70 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 63.805 | -17,60 | 6.507 | -15,58 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 389.628 | 0,87 | 39.734 | 3,35 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 194.539 | -5,01 | 19.839 | -2,66 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 266.876 | -1,53 | 29.482 | 6,66 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 20.263 | 0,64 | 2.238 | 9,01 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 91 | 0,00 | 9 | 0,00 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 2.369 | -9,16 | 242 | -6,95 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 12.018 | 12,63 | 1.328 | 21,97 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 114.549 | 60,04 | 11.682 | 63,99 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 3.915 | 0,26 | 432 | 8,54 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 19.652 | 2,74 | 2.004 | 5,31 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 7.821 | -1,54 | 779 | 7,61 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 323.830 | -0,05 | 33.024 | 2,41 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.318.014 | 3,23 | 134.411 | 5,77 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 13.921 | -0,34 | 1.538 | 7,94 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 105 | 0,00 | 11 | 0,00 | ||||
| 2026-01-20 | 13F | HBE Wealth Management, LLC | 18.836 | 1.921 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 167.246 | 13,79 | 17.056 | 16,59 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 516 | 214,63 | 57 | 256,25 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 1.952 | -7,18 | 216 | 0,47 | ||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 23.422 | 390,82 | 2.389 | 403,80 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 99.472 | 5,46 | 10.144 | 8,06 | ||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 5.535 | 1,21 | 564 | 3,68 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 402 | -47,99 | 41 | -47,37 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 436 | 44 | ||||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 7.062 | 720 | ||||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 27.933 | 0,31 | 2.780 | 9,62 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 41.558 | 2,32 | 4.591 | 9,60 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 4.693 | 518 | ||||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 57.125 | 0,34 | 6.064 | 6,65 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 6 | 0,00 | 1 | |||||
| 2026-04-24 | 13F | Bayban | 8 | 1 | ||||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 77.230 | -2,12 | 7.876 | 0,29 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 3.150 | 0,00 | 348 | 8,10 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 16.290 | 1.661 | ||||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 59.119 | 134,64 | 6.029 | 140,45 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 562.877 | -1,72 | 65.130 | 4,82 | ||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 63.018 | -0,55 | 6.962 | 7,72 | ||||
| 2026-01-07 | 13F | Orgel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 3.038 | 62,72 | 349 | 74,00 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 127.183 | 5,72 | 12.970 | 8,33 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 2.197 | 16,99 | 242 | 14,15 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 86.229 | 8,98 | 9.526 | 18,04 | ||||
| 2026-01-27 | 13F | Benningfield Financial Advisors, Llc | 57.233 | 10,52 | 5.837 | 13,23 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 76.462 | -3,90 | 8.447 | 4,09 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 6.490 | 717 | ||||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 3.588 | 0,36 | 366 | 2,82 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 16.635 | 0,42 | 1.696 | 2,91 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 4.119 | 0,00 | 420 | 0,00 | ||||
| 2025-10-27 | 13F | WealthPlan Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 30.310 | -4,45 | 3.348 | 3,53 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 95.190 | 0,37 | 10.516 | 8,73 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 25.066 | -0,57 | 2.556 | 1,87 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 605 | 0,17 | 67 | 8,20 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 90.529 | 5,86 | 9.232 | 8,47 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 315.036 | -5,50 | 34.802 | 2,36 | ||||
| 2026-04-24 | 13F | Greater Midwest Financial Group, LLC | 121.087 | 92,84 | 13.377 | 108,90 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 77.344 | 69,77 | 7.888 | 73,95 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 4.947 | 0,94 | 546 | 9,42 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 111 | 0,00 | 12 | 9,09 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 46.173 | 1,42 | 5.101 | 9,87 | ||||
| 2026-02-09 | 13F | Fidelity D & D Bancorp Inc | 53.629 | 27,75 | 5.469 | 30,90 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 4.163 | 40,17 | 460 | 51,99 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 221.869 | 1,31 | 24.510 | 9,74 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 40.912 | 33,82 | 4.172 | 37,15 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 114.577 | 16,35 | 11.685 | 19,21 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 391.650 | 0,31 | 43.266 | 1,42 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 18.376 | -4,29 | 2.030 | 3,73 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 215.726 | 6,74 | 23.831 | 15,63 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 13.273 | -8,86 | 1.354 | -6,63 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 250 | 25 | ||||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 540 | 60 | ||||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Rogco, Lp | 305 | 31 | ||||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 29.171 | 27,11 | 3.223 | 37,69 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 6.976 | -75,89 | 771 | -73,90 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 43.346 | 50,86 | 4.788 | 63,41 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 8.998 | 10,49 | 918 | 13,21 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 2.223 | 241 | ||||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 10.225 | -1,97 | 1.043 | 0,39 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 0 | -100,00 | 0 | |||||
| 2025-12-16 | 13F | Lindenwold Advisors | 48.623 | 1,62 | 4.839 | 11,04 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 224.536 | -0,82 | 24.805 | 7,43 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 175.311 | 11,62 | 19.367 | 20,92 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Oceanside Advisors LLC | 5.739 | 8,49 | 585 | 11,22 | ||||
| 2026-01-21 | 13F | Base Wealth Management LLC | 2.432 | 1,29 | 248 | 4,20 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 59.589 | 0,17 | 6.077 | 2,64 | ||||
| 2026-02-13 | 13F | Baldwin Investment Management, LLC | 2.750 | 4,76 | 280 | 7,28 | ||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 47.514 | 19,12 | 4.845 | 22,04 | ||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 111.084 | 0,35 | 11.328 | 2,81 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.985.056 | 8,59 | 304.416 | 11,26 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4.181 | -9,80 | 462 | -2,33 | ||||
| 2026-02-17 | 13F | Parvin Asset Management, LLC | 110 | 11 | ||||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 55.496 | -7,12 | 5.659 | -4,84 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 274.923 | 0,07 | 30.371 | 8,39 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 668.662 | -3,37 | 68.190 | -1,00 | ||||
| 2026-02-12 | 13F | Sfam, Llc | 599 | 61 | ||||||
| 2026-01-21 | 13F | Unison Advisors LLC | 1.313.639 | 0,36 | 133.965 | 2,83 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 24.505 | 562,83 | 2.707 | 618,04 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 75 | 0,00 | 8 | 14,29 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 82.795 | 0,13 | 8.241 | -2,42 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 59.365 | 3,63 | 6.054 | 6,19 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 196.951 | 9,42 | 21.757 | 18,53 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 27.145 | -6,35 | 2.768 | -5,11 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 26.136 | 6,77 | 2.887 | 15,67 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 8.597 | -1,96 | 950 | 6,15 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 153.959 | 1,72 | 15.701 | 4,22 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 11.134 | 0,04 | 1.135 | 2,53 | ||||
| 2026-02-04 | 13F | Schubert & Co | 6.636 | 21,61 | 677 | 24,49 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 411.300 | 0,15 | 41.944 | 2,62 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 766.697 | -1,74 | 78.188 | 0,68 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 454.662 | -0,27 | 50.227 | 8,03 | ||||
| 2026-02-04 | 13F | Nwam Llc | 113.569 | -7,67 | 11.692 | -4,30 | ||||
| 2026-02-17 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 5.154 | 39,30 | 526 | 42,66 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 1.974 | 201 | ||||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 87.438 | 15,06 | 9.659 | 24,65 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 279.586 | -4,50 | 30.886 | 3,45 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 56.127 | 3,64 | 6.200 | 12,28 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 93.422 | 4,82 | 10 | 11,11 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 2.338.087 | 1,27 | 238.438 | 3,77 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 67.419 | 231,09 | 6.875 | 239,34 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 610.884 | 2,42 | 67.484 | 10,95 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 6.298 | 0,00 | 627 | 0,00 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 7.818 | -22,19 | 797 | -20,22 | ||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 333.821 | 34.043 | ||||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 14.590 | -1,37 | 1.612 | 6,83 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 15.921 | 2,46 | 1.755 | 13,08 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 223.950 | -1,94 | 24.740 | 6,22 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 128.170 | 7,76 | 13.071 | 10,41 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 187.213 | 2,50 | 19.092 | 5,03 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 3.393 | 346 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 2.411 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 260.300 | 6,96 | 28.755 | 15,87 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 127 | 0,00 | 14 | 16,67 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 33.291 | 1,53 | 3.678 | 9,99 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 41.819 | 3,60 | 4.265 | 6,15 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 2.372 | -1,98 | 242 | 0,42 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 11.183 | 9,63 | 1.141 | 12,32 | ||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 6.942 | -9,59 | 767 | -2,17 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 42 | 281,82 | 4 | 300,00 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 4.146 | 19,24 | 458 | 29,38 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 51.628 | 12,66 | 5.265 | 15,46 | ||||
| 2026-02-12 | 13F | Cowa, Llc | 228.831 | 3,64 | 23.119 | 5,20 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 15.276 | -4,93 | 1.688 | 2,99 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 193.051 | 3,36 | 19.687 | 5,91 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 1.873 | 207 | ||||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 105.793 | -0,48 | 10.789 | 1,97 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 677.534 | 2,22 | 74.847 | 10,74 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 3.591 | 3,22 | 397 | 11,86 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 6.512 | 0,05 | 719 | 8,45 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 37.329 | -76,73 | 3.960 | -75,15 | ||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 18.121 | -3,97 | 1.848 | -1,65 | ||||
| 2026-02-04 | 13F | Frontier Asset Management, LLC | 56.390 | 1,40 | 5.751 | 3,88 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 30.550 | 10,03 | 3.375 | 19,18 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 564 | 132,10 | 58 | 137,50 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 453.086 | 1,85 | 46.206 | 4,36 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 151 | 17 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 361.409 | -1,12 | 39.925 | 7,12 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 16.756 | 14,96 | 1.709 | 17,79 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 17.890 | 0,60 | 1.824 | 3,11 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 26.290 | 0,00 | 2.681 | 2,48 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 64 | 0,00 | 7 | 0,00 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 2.650 | -1,92 | 293 | 6,18 | ||||
| 2026-02-06 | 13F | Mraz, Amerine & Associates, Inc. | 168.418 | 0,74 | 17.175 | 3,22 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 327.517 | -3,87 | 36.181 | 4,14 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 2.477 | 1,27 | 274 | 9,64 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 1.971 | -57,26 | 201 | -56,21 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 119.537 | 12.190 | ||||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 153.081 | 8,25 | 15.611 | 10,91 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 10.254 | 1.046 | ||||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 8.814 | 13,17 | 974 | 22,54 | ||||
| 2026-01-26 | 13F | Pacific Life Fund Advisors LLC | 75.184 | -31,29 | 7.667 | -29,60 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 67.787 | -0,98 | 7.488 | 7,26 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 49.676 | 3,61 | 5.488 | 12,23 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 25.616 | 3,42 | 2.830 | 12,00 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 2.249 | 229 | ||||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 79.650 | 6,63 | 8.799 | 15,50 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 609 | 0,00 | 67 | 8,06 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.859 | 3.050,85 | 205 | 3.316,67 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 337.661 | 33,41 | 34 | 36,00 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2.892 | -10,93 | 295 | -8,98 | ||||
| 2026-02-11 | 13F | Landing Point Financial Group, LLC | 4.665 | -11,55 | 476 | -9,35 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 3.501 | 357 | ||||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 48.365 | 10,26 | 5.343 | 19,43 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 3.828 | 395 | ||||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 4.142 | 458 | ||||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 251.266 | 9,37 | 25.624 | 12,06 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 65.842 | 82,46 | 6.715 | 86,97 | ||||
| 2026-02-05 | 13F | ORBA Wealth Advisors, L.L.C. | 24.088 | -3,78 | 2.456 | -1,41 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 164.133 | 19,15 | 16.738 | 22,09 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 192.925 | 1,61 | 19.675 | 4,12 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 289.163 | -3,41 | 31.944 | 4,63 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 218.324 | -0,09 | 24.118 | 8,23 | ||||
| 2026-02-03 | 13F | Bokf, Na | 19.463 | 19,85 | 1.985 | 22,77 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 94.997 | 2,47 | 10.494 | 11,01 | ||||
| 2026-04-22 | 13F | Motco | 18.507 | 3,50 | 2.044 | 12,12 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 267.027 | -0,37 | 29.498 | 7,92 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 6.442 | 24,84 | 712 | 35,17 | ||||
| 2026-01-23 | 13F | Fortune Financial Advisors, LLC | 7.425 | 8,02 | 757 | 10,67 | ||||
| 2026-02-19 | 13F | BFI Wealth Solutions, LLC | 6.000 | 612 | ||||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 11.555 | 0,17 | 1.276 | 8,50 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 4.458 | 493 | ||||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 19.618 | 6,36 | 2.001 | 8,99 | ||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 27.946 | -49,25 | 2.850 | -48,01 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 200 | 20 | ||||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 22.956 | 2.341 | ||||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 2.706 | 299 | ||||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 43 | 4 | ||||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 4.087 | 451 | ||||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 7.300 | 0,00 | 806 | 8,33 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 26.786 | 3 | ||||||
| 2026-02-04 | 13F | Community Bank, N.A. | 57.130 | -0,36 | 5.826 | 2,10 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 41.315 | 4.213 | ||||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 3.087 | -18,42 | 315 | -16,49 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 176.849 | 3,59 | 18.035 | 6,14 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 5.629 | -1,30 | 574 | 1,23 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 30.965 | 2,93 | 3.421 | 11,47 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 8.946 | -85,30 | 912 | -84,94 | ||||
| 2025-11-14 | 13F | RW Investment Management LLC | 860.585 | 156,77 | 85.654 | 180,53 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2.041 | 236 | ||||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 305 | 0,00 | 34 | 6,45 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 60.482 | 11,42 | 6.168 | 14,16 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 7.258 | 167,63 | 740 | 175,09 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 15.380 | 2,59 | 1.699 | 11,13 | ||||
| 2026-02-02 | 13F | Del-Sette Capital Management, LLC | 72.631 | 24,52 | 7.407 | 27,58 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 34.225 | 5,07 | 3.781 | 13,82 | ||||
| 2026-02-05 | 13F | Crosspoint Financial, Llc | 8.396 | 14,32 | 856 | 17,26 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | KM Capital Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 35.170 | 0,23 | 3.885 | 8,58 | ||||
| 2026-01-21 | 13F | V2 Financial group LLC | 3.911 | 6,42 | 399 | 9,04 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 7.518 | 767 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 14.897 | 2,75 | 1.646 | 11,30 | ||||
| 2025-11-14 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Davis Capital Management | 11 | 1 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 4.860 | 16,97 | 496 | 19,85 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100,00 | 0 |

