Grundlæggende statistik
| Institutionelle ejere | 977 total, 977 long only, 0 short only, 0 long/short - change of 2,19% MRQ |
| Gennemsnitlig porteføljeallokering | 1.0667 % - change of -8,17% MRQ |
| Institutionelle aktier (lange) | 222.091.480 (ex 13D/G) - change of 8,91MM shares 4,18% MRQ |
| Institutionel værdi (lang) | $ 16.841.300 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF (US:BIV) har 977 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 222,091,480 aktier. Største aktionærer omfatter Wells Fargo & Company/mn, Envestnet Asset Management Inc, Northwestern Mutual Wealth Management Co, EP Wealth Advisors, Inc., Goldman Sachs Group Inc, Morgan Stanley, Bank Of America Corp /de/, True Link Financial Advisors, LLC, LPL Financial LLC, and Baird Financial Group, Inc. .
Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF (ARCA:BIV) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 6, 2026 is 77,93 / share. Previously, on March 10, 2025, the share price was 76,34 / share. This represents an increase of 2,08% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 80.609 | 6.278 | ||||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 8.942 | -43,10 | 696 | -43,28 | ||||
| 2026-01-28 | 13F | Badgley Phelps Wealth Managers, LLC | 513.513 | -4,45 | 39.992 | -4,70 | ||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 440 | 0,23 | 34 | 0,00 | ||||
| 2026-01-06 | 13F | Legacy Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Wheelhouse Advisory Group LLC | 22.133 | 62,62 | 1.729 | 62,71 | ||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 66.779 | 11,18 | 5.201 | 10,87 | ||||
| 2026-01-21 | 13F | MBA Advisors LLC | 202.325 | 5,68 | 15.757 | 5,39 | ||||
| 2026-01-29 | 13F | Mountain Pacific Investment Advisers Inc/id | 14.110 | 0,00 | 1.099 | -0,27 | ||||
| 2026-02-13 | 13F | Commerce Bank | 5.327 | 415 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.750 | 136 | ||||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 6.957 | 1,67 | 542 | 1,31 | ||||
| 2026-01-27 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 3.553 | 0,37 | 277 | 0,00 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 249.490 | 7,96 | 19.430 | 7,67 | ||||
| 2026-01-23 | 13F | Clarity Wealth Advisors, LLC | 135.024 | 18,43 | 10.516 | 18,11 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 86.562 | 13,39 | 6.741 | 13,09 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 2.782 | 217 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 284.878 | 11,41 | 22.186 | 11,11 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 292.890 | 158,78 | 22.810 | 158,09 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 444 | -15,78 | ||||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Mb, Levis & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 29.533 | -5,17 | 2.300 | -5,43 | ||||
| 2026-01-23 | 13F | Burney Co/ | 148.583 | -0,23 | 11.572 | -0,51 | ||||
| 2026-02-11 | 13F | Outlook Wealth Advisors, LLC | 10.280 | 0,00 | 801 | -0,25 | ||||
| 2026-02-05 | 13F | Abacus Wealth Partners, LLC | 21.349 | 3,58 | 1.663 | 3,29 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 735 | 0,00 | 57 | 0,00 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 685 | 53 | ||||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 55.185 | 4.298 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 2.800 | -46,15 | 218 | -46,31 | |||
| 2026-01-21 | 13F | Country Trust Bank | 77.000 | 0,00 | 5.997 | -0,27 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 2.307 | 0,00 | 180 | 1,12 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 77.949 | 4,07 | 6.071 | 3,80 | ||||
| 2026-01-13 | 13F | Spring Capital Management, Llc | 16.733 | 1,26 | 1.303 | 1,01 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 4.208 | 29,56 | 328 | 29,25 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 21.534 | 5.421,54 | 1.677 | 5.490,00 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 4.330 | -7,79 | 337 | -7,92 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 25 | 0,00 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 113.799 | 6,19 | 8.863 | 5,90 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 16.811 | 148,94 | 1.309 | 148,39 | ||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 5.225.541 | 7,69 | 406.965 | 7,40 | ||||
| 2026-02-02 | 13F | Essex Savings Bank | 3.141 | 0,00 | 245 | -0,41 | ||||
| 2026-02-11 | 13F | Conquis Financial Llc | 82.038 | 0,42 | 6.389 | 0,16 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 7.762 | -12,16 | 605 | -12,46 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 5.225 | 407 | ||||||
| 2026-02-04 | 13F | Ballast Rock Private Wealth LLC | 20.164 | 1.570 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 38.662 | 23,94 | 3.011 | 23,61 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 28.008 | 3,50 | 2.181 | 3,22 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3.580 | 279 | ||||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 3.853 | 3,71 | 300 | 3,45 | ||||
| 2026-02-02 | 13F | CX Institutional | 2.537 | -50,82 | 0 | |||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Seros Financial, LLC | 13.636 | 1.062 | ||||||
| 2026-01-22 | 13F | Kennebec Savings Bank | 17.429 | 708,77 | 1.357 | 707,74 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 2.960 | 0,00 | 231 | -0,43 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 37.392 | -7,93 | 2.912 | -8,17 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 3.702 | -3,37 | 288 | -3,68 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 626 | 49 | ||||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Mitchell Mcleod Pugh & Williams Inc | 156.124 | 12.159 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6.868 | -72,92 | 535 | -73,03 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 15.322 | 11,17 | 1.193 | 10,87 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 11.227.638 | 13,27 | 874.408 | 12,97 | ||||
| 2026-02-02 | 13F | SNS Financial Group, LLC | 5.485 | 0,00 | 427 | -0,23 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 651 | -18,83 | 51 | -19,35 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 124.597 | 5,71 | 9.702 | 5,41 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 32.176 | 21,76 | 2.506 | 21,43 | ||||
| 2026-01-23 | 13F | Avion Wealth | 43 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 27.793 | 8,32 | 2.165 | 8,04 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 113.193 | 14,97 | 8.815 | 14,66 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 10.355 | 3,00 | 805 | 1,64 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 4.216 | 328 | ||||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 385.669 | -18,73 | 30.036 | -15,31 | ||||
| 2026-02-13 | 13F | United Bank | 22.249 | 0,00 | 1.733 | -0,29 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 320 | 0,00 | 25 | 0,00 | ||||
| 2026-02-06 | 13F | Princeton Capital Management Llc | 4.584 | 357 | ||||||
| 2026-01-29 | 13F | Capital Investment Services of America, Inc. | 22.965 | -9,28 | 1.789 | -9,51 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 6.222 | 0,00 | 485 | -0,21 | ||||
| 2026-01-23 | 13F | Octavia Wealth Advisors, LLC | 2.679 | 0,00 | 209 | -0,48 | ||||
| 2026-01-22 | 13F | Legacy Trust | 6.261 | 0,00 | 488 | -0,20 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 46.349 | 7,13 | 3.610 | 6,84 | ||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 1.186 | -4,74 | 92 | -5,15 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 8.937 | 696 | ||||||
| 2026-01-26 | 13F | Pacific Capital Wealth Advisors, Inc | 187.244 | -0,05 | 14.583 | -0,32 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 9.845 | -8,57 | 767 | -8,81 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 5.500 | 0,00 | 428 | -0,23 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 5.316 | -33,50 | 414 | -33,65 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1.874 | 146 | ||||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 62.610 | -25,71 | 4.876 | -25,91 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 6.216 | 0,27 | 484 | 0,00 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 47.741 | 3.718 | ||||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 552 | -30,30 | 43 | -31,15 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 2.677 | 0,00 | 208 | -0,48 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 1.224.130 | 19,03 | 95.335 | 18,71 | ||||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 51.732 | -5,01 | 4.027 | -5,29 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 231.252 | 6,02 | 18.010 | 5,74 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 6.684 | -78,70 | 521 | -78,78 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 56.230 | -11,37 | 4 | 0,00 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 6.501 | 0,00 | 506 | -0,20 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 4.209 | 0,00 | 328 | -0,30 | ||||
| 2026-01-13 | 13F | IFG Advisors, LLC | 110.013 | 7,82 | 8.568 | 7,52 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 128.821 | 10.033 | ||||||
| 2026-01-27 | 13F | Greystone Financial Group, LLC | 379.021 | 1,41 | 29.518 | 1,14 | ||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 18.054 | 154,14 | 1.406 | 153,79 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 16.310 | 0,00 | 1.270 | -0,24 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 2.196 | 4,17 | 362 | 120,12 | ||||
| 2025-11-03 | 13F | Addison Capital Co | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | TBH Global Asset Management, LLC | 5.527 | 8,86 | 430 | 8,59 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 2.963 | -22,09 | 231 | -22,30 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 23.247 | -0,78 | 1.810 | -1,04 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 80.546 | 4,64 | 6.273 | 4,36 | ||||
| 2026-01-23 | 13F | Stanley-Laman Group, Ltd. | 5.642 | 0,61 | 473 | 0,21 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 227.283 | 3,19 | 18 | 0,00 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 104 | 0,00 | 8 | 0,00 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 3.131 | 244 | ||||||
| 2026-01-20 | 13F | Hall Laurie J Trustee | 2.675 | 0,00 | 208 | 0,00 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 6 | 0 | ||||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 167.502 | 6,59 | 13.045 | 6,30 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 200 | 0,00 | 16 | 0,00 | ||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 2.968 | -9,37 | 231 | -9,41 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 499.196 | 12,67 | 38.877 | 12,36 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 5.363 | 0,00 | 418 | -0,24 | ||||
| 2026-01-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Parker Financial LLC | 93.123 | 1,14 | 7.252 | 0,88 | ||||
| 2026-02-05 | 13F | Sage Financial Management Group, Inc. | 642.653 | 3,71 | 50.050 | 3,43 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 96.296 | 3,46 | 7.500 | 3,18 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 16.959 | -31,64 | 1.321 | -31,85 | ||||
| 2026-01-12 | 13F | Physician Wealth Solutions Inc. | 30.547 | -1,86 | 2.379 | -2,14 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 8.243 | -0,76 | 642 | -1,08 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Adviser Investments LLC | 11.118 | 0,37 | 866 | 0,12 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 41.625 | 6,87 | 3.242 | 6,58 | ||||
| 2025-11-03 | 13F | Bensler, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | LongView Wealth Management | 4.220 | -22,84 | 329 | -23,19 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 192.057 | 18,71 | 14.957 | 18,39 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 1.520.153 | 33,76 | 118.389 | 33,40 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 2.884 | -0,07 | 225 | -0,44 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 92 | 0,00 | 0 | |||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 39.806 | 16,04 | 3.100 | 15,76 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 2.728 | 212 | ||||||
| 2026-02-19 | 13F | Invesco Ltd. | 10.073 | -6,47 | 784 | -6,78 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 5.445 | 0,00 | 424 | -0,24 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.049 | 82 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 28.948 | -17,21 | 2.254 | -17,44 | ||||
| 2025-10-06 | 13F | Nilsine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Bourgeon Capital Management Llc | 34.430 | 21,98 | 2.681 | 21,64 | ||||
| 2025-11-05 | 13F | Wealthquest Corp | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 968 | 0,83 | 75 | 1,35 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 231 | -0,43 | 18 | 0,00 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 3.097 | -19,70 | 241 | -19,93 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 8.746 | 0,00 | 683 | 0,89 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 1.812 | 0,00 | 141 | 0,00 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 99 | 0,00 | 8 | 0,00 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 17.304 | 14,54 | 1.348 | 14,25 | ||||
| 2026-01-27 | 13F | Darrow Company, Inc. | 234.143 | 6,04 | 18.235 | 4,75 | ||||
| 2026-02-03 | 13F | Drucker Wealth 3.0, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Bay Capital Advisors, LLC | 68.242 | 85,40 | 5.315 | 84,90 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 138 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 15 | 1 | ||||||
| 2026-02-12 | 13F | Loudon Investment Management, LLC | 5.117 | 9,24 | 399 | 9,04 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 165.858 | 5,46 | 12.917 | 5,18 | ||||
| 2026-01-07 | 13F | CWA Asset Management Group, LLC | 7.560 | -2,89 | 589 | -3,13 | ||||
| 2026-02-11 | 13F | Argonautica Private Wealth Management, Inc | 8.534 | 0,66 | 665 | 0,30 | ||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 7.066 | -28,02 | 550 | -28,20 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 121.017 | 16,43 | 9.425 | 16,12 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 7.969.037 | -11,55 | 620.629 | -11,79 | ||||
| 2026-03-03 | 13F | Integrated Wealth Management | 3.490 | 272 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 6.179 | -38,24 | 484 | -37,95 | ||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 46.845 | 14,83 | 3.648 | 14,54 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 181.348 | 9,77 | 14.125 | 9,50 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 3.484 | -8,44 | 271 | -8,75 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 17.932 | 442,74 | 1.397 | 441,09 | ||||
| 2026-02-13 | 13F | Shepherd Kaplan Krochuk, Llc | 14.519 | 29,98 | 1.131 | 29,59 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 882.475 | 10,69 | 68.727 | 10,39 | ||||
| 2026-02-12 | 13F | Reliant Wealth Planning | 592.660 | 0,75 | 46.156 | 0,47 | ||||
| 2026-01-23 | 13F | Patten Group, Inc. | 30.156 | 8,83 | 2.349 | 8,55 | ||||
| 2026-01-26 | 13F | Bernardo Wealth Planning LLC | 118.415 | 1,76 | 9.222 | 1,49 | ||||
| 2026-02-06 | 13F | Verde Capital Management | 140.471 | 5,02 | 10.940 | 4,73 | ||||
| 2026-02-17 | 13F | Townsend Financial Planning, LLC | 5.852 | 456 | ||||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.252 | 492,63 | 175 | 503,45 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 574.658 | -20,12 | 44.754 | -20,33 | ||||
| 2026-01-08 | 13F | American National Bank of Texas | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Lynx Investment Advisory | 34.843 | -3,05 | 2.714 | -3,31 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 25 | 0,00 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Mogy Joel R Investment Counsel Inc | 5.900 | 0,00 | 459 | -0,22 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 4.753 | 58,33 | 370 | 58,12 | ||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 233.197 | 13,18 | 18.161 | 12,88 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.930.152 | 2,61 | 150.320 | 2,34 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 2.580 | -7,76 | 201 | -8,26 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 224.427 | 1,91 | 17.478 | 1,64 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 5.600 | 60,00 | 436 | 59,71 | |||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 388.839 | 5,14 | 30.283 | 4,86 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 75.618 | -0,37 | 5.889 | -0,62 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 37.192 | 4,56 | 2.896 | 4,29 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.187.080 | 4,20 | 92.450 | 104.955,68 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 872.963 | 67.986 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 231.197 | 29,01 | 18.006 | 28,66 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 5.651 | -5,26 | 440 | -5,38 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 10.298 | 5,89 | 802 | 5,53 | ||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 4.297 | 7,10 | 335 | 6,71 | ||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 5.104 | 0,87 | 398 | 0,51 | ||||
| 2026-01-27 | 13F | Silver Coast Investments LLC | 231.657 | 2,87 | 18.041 | 2,59 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 90.637 | 3,00 | 7.059 | 2,72 | ||||
| 2026-01-26 | 13F | Level Financial Advisors, Inc. | 32.939 | 25,19 | 2.565 | 24,88 | ||||
| 2026-02-05 | 13F | Gibson Capital, LLC | 3.595 | 0,00 | 280 | -0,36 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 38.887 | 3.029 | ||||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 715.982 | 2,04 | 55.761 | 1,76 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 8.618 | -10,40 | 671 | -10,65 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 10.105 | -15,36 | 787 | -15,67 | ||||
| 2026-01-12 | 13F | Asset Allocation & Management Company, LLC | 14.760 | 1 | ||||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 3.530 | 3,82 | 275 | 3,40 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 15.101 | 154,23 | 1.176 | 154,00 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 178 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Kropog Financial Group, LLC | 334.999 | 8,71 | 26.090 | 8,42 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 8.462 | 124,87 | 659 | 124,91 | ||||
| 2026-01-14 | 13F | Woodward Diversified Capital, Llc | 4.181 | -44,48 | 326 | -44,73 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 610.578 | 9,90 | 47.552 | 9,61 | ||||
| 2026-01-12 | 13F | Scott Capital Advisors, LLC | 554.762 | 5,00 | 43.205 | 4,85 | ||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 29.078 | 6,98 | 2.265 | 6,69 | ||||
| 2026-01-29 | 13F | First National Bank & Trust Co Of Newtown | 328.228 | 0,98 | 25.562 | 0,71 | ||||
| 2026-02-12 | 13F | Hohimer Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-07 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 237.918 | 3,99 | 18.529 | 3,71 | ||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 9.273 | 53,65 | 722 | 53,29 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 560 | -9,68 | 44 | -10,42 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 63.392 | 5,09 | 4.950 | 7,42 | ||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 48.252 | -0,58 | 3.758 | -0,84 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 548.733 | 16,71 | 42.735 | 16,39 | ||||
| 2026-01-21 | 13F | Long Island Wealth Management, Inc. | 5.356 | 1,38 | 417 | 1,21 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 5.204 | -6,28 | 405 | -6,47 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 49.452 | 3.851 | ||||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 3.413 | 0,21 | 266 | 0,00 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 42.290 | -4,45 | 3.294 | -4,72 | ||||
| 2026-01-15 | 13F | Nisa Investment Advisors, Llc | 180.251 | 14.038 | ||||||
| 2026-01-21 | 13F | Ethos Capital Management, Inc. | 109.915 | 8.560 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 67.171 | 7,25 | 5.231 | 6,97 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 4.982 | 1,24 | 388 | 1,04 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.311 | 0,00 | 102 | 0,00 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 11.792 | -0,22 | 918 | -0,43 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 16.909 | -12,21 | 1.317 | -12,50 | ||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 7.757 | 4,02 | 606 | 5,03 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 3.568 | 0,00 | 278 | -0,36 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 3.574 | 42,90 | 278 | 42,56 | ||||
| 2026-02-04 | 13F | Family Legacy, Inc. | 56.269 | 0,41 | 4.382 | 0,14 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 3.538.190 | 4,39 | 275.554 | 4,11 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 100.769 | -26,99 | 7.848 | -27,19 | ||||
| 2026-02-09 | 13F | Gordian Advisors LLC | 414.180 | 4,30 | 32.256 | 4,02 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 9.784 | 47,55 | 762 | 47,20 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 7.998 | 31,83 | 623 | 31,50 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 2.649 | -36,78 | 206 | -37,00 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 179.308 | -17,05 | 13.965 | -17,27 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 11.733 | -4,86 | 916 | -3,58 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 3.711 | 0,00 | 289 | 0,00 | ||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 2.899 | 1,22 | 226 | 0,90 | ||||
| 2025-10-14 | 13F | Old National Bancorp /in/ | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 148.261 | 8,01 | 11.547 | 7,73 | ||||
| 2026-01-20 | 13F | Westwood Wealth Management | 72.757 | 5.666 | ||||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 9 | 1 | ||||||
| 2026-02-10 | 13F | American Money Management, LLC | 274.769 | 3,95 | 21.399 | 3,67 | ||||
| 2026-02-11 | 13F | Hoxton Planning & Management, LLC | 57.034 | 4.442 | ||||||
| 2025-10-14 | 13F | Martel Wealth Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 6.599 | 514 | ||||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 3.670 | 11,14 | 286 | 10,89 | ||||
| 2026-01-09 | 13F | Silvia Mccoll Wealth Management, Llc | 26.081 | 1,99 | 2.031 | 1,70 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 2.748 | 4,85 | 214 | 4,90 | ||||
| 2026-03-03 | 13F | EJMK Ventures LLC | 24.642 | 1.919 | ||||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 945.773 | 7,73 | 73.657 | 7,44 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 729 | 92,35 | 57 | 93,10 | ||||
| 2026-01-14 | 13F | LVW Advisors, LLC | 449.171 | 4,93 | 34.981 | 4,64 | ||||
| 2026-01-27 | 13F | VCI Wealth Management LLC | 112.377 | 8,81 | 8.752 | 8,52 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 641.526 | 50,11 | 49.962 | 49,71 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 1.417 | -22,86 | 110 | -23,08 | ||||
| 2026-03-05 | 13F | Mengis Capital Management, Inc. | 18.604 | -5,24 | 1.449 | -5,54 | ||||
| 2026-01-20 | 13F | Sheets Smith Wealth Management | 14.887 | -4,45 | 1.159 | -4,69 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 131.178 | -6,67 | 10.261 | -6,51 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 333.210 | 12,58 | 25.950 | 12,27 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 8.227 | 4,40 | 641 | 4,07 | ||||
| 2026-01-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 164.305 | 88,63 | 12.796 | 88,15 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 1.224.496 | 9,80 | 95 | 9,20 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.393 | 1.239,42 | 108 | 1.250,00 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 115.735 | -1,16 | 9.013 | -1,43 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 347.522 | 4,25 | 27.065 | 3,97 | ||||
| 2025-11-03 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 381.643 | -6,39 | 29.722 | -6,65 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 1.339 | -17,40 | 104 | -17,46 | ||||
| 2025-11-05 | 13F | Wells Trecaso Financial Group, LLC | 21.314 | -28,98 | 1.664 | -28,31 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 14.877 | 26,01 | 1.159 | 25,73 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 15.394 | 1.199 | ||||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 442.935 | 34.496 | ||||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 58.793 | 8,44 | 4.579 | 8,15 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | TFB Advisors LLC | 3.221 | 0,00 | 251 | -0,79 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 3.743 | 0,00 | 292 | -0,34 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 24.731 | 23,75 | 1.928 | 23,45 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 10.964 | -8,50 | 854 | -8,87 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.856.741 | 6,26 | 144.603 | 5,97 | ||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 14.964 | -0,41 | 1.165 | -0,68 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 11.267 | -28,39 | 878 | -28,41 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.709 | 11,63 | 133 | 11,76 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 528 | 41 | ||||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 2.672 | -0,15 | 208 | 0,00 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 54.159 | 0,69 | 4.218 | 0,40 | ||||
| 2026-02-06 | 13F | Hardy Reed LLC | 70.569 | 4,74 | 5.496 | 4,45 | ||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 37.947 | -3,08 | 2.955 | -3,34 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 461.461 | 36,57 | 35.939 | 36,20 | ||||
| 2025-10-08 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 421.555 | 4,64 | 32.831 | 4,36 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 2.074 | 298,85 | 162 | 302,50 | ||||
| 2026-01-29 | 13F | Matisse Capital | 32.186 | 0,00 | 2.507 | -0,28 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 3.261 | -15,71 | 254 | -16,23 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 223 | 17 | ||||||
| 2026-02-13 | 13F | Shelter Mutual Insurance Co | 10.900 | 0,00 | 849 | -0,35 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 169.245 | 3,49 | 13.181 | 3,21 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 152 | 12 | ||||||
| 2025-11-14 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | OLIO Financial Planning | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 26.449 | 0,76 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 19.513 | -0,65 | 1.520 | -0,91 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 12.553 | 8,55 | 978 | 8,19 | ||||
| 2026-02-19 | 13F | Torrey-Payne Wealth Management, LLC | 3.021 | 235 | ||||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 3.023 | -9,55 | 235 | -9,62 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 33.649 | 0,02 | 2.621 | -0,27 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 27.860 | -2,23 | 2.170 | -2,52 | ||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 56.517 | 0,78 | 4.402 | 0,50 | ||||
| 2026-01-13 | 13F | Waller Financial Planning Group, Inc | 35.226 | -8,31 | 2.743 | -8,57 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 3.854 | 14,46 | 300 | 14,50 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 17.653 | -1,60 | 1.375 | -1,86 | ||||
| 2025-11-13 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 117.971 | 199,75 | 9.188 | 198,96 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 2.162 | -0,69 | 168 | -1,18 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 31.488 | -5,28 | 2.452 | -5,51 | ||||
| 2026-02-06 | 13F | Motco | 24.946 | 2,85 | 1.943 | 2,53 | ||||
| 2026-02-04 | 13F | MADDEN SECURITIES Corp | 4.827 | -1,79 | 376 | -2,09 | ||||
| 2026-01-06 | 13F | Safir Wealth Advisors, LLC | 135.907 | 3,11 | 10.584 | 2,84 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 2.995 | 0,00 | 233 | 0,00 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 23 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 901.810 | 2,89 | 70.233 | 2,61 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Compass Planning Associates Inc | 342.455 | 100,92 | 26.670 | 100,38 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 402 | 70,34 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 10.119 | -30,03 | 788 | -30,20 | ||||
| 2025-11-10 | 13F | Alerus Financial Na | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 66.568 | 3,26 | 5.184 | 2,98 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 10.732 | -11,15 | 836 | -11,45 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 3.975 | 310 | ||||||
| 2026-01-09 | 13F | Friday Financial | 3.113 | 0,00 | 242 | -0,41 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 4.115 | 0,00 | 0 | |||||
| 2026-03-02 | 13F | Bank Of Hawaii | 36.614 | 2,91 | 2.851 | 2,63 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 42.537 | 3,83 | 3.313 | 3,53 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 225.815 | 1,91 | 17.586 | 1,64 | ||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 5.525 | -34,27 | 430 | -34,45 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 7.078 | -14,61 | 551 | -14,84 | ||||
| 2026-01-13 | 13F | ForthRight Wealth Management, LLC | 287.200 | 5,29 | 22.367 | 5,01 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 143.981 | 0,44 | 11.213 | 0,17 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 1.288 | 100 | ||||||
| 2026-02-12 | 13F | Brightwater Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 5.992 | -7,45 | 467 | -7,72 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 51.341 | -22,56 | 3.998 | -22,76 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Synovus Financial Corp | 98.254 | 0,65 | 7.674 | 1,63 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 24.414 | -13,81 | 1.901 | -14,06 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 5.702 | -1,43 | 444 | -1,55 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 913.353 | 4,12 | 71.132 | 3,84 | ||||
| 2026-01-08 | 13F | Websterrogers Financial Advisors, Llc | 10.192 | -0,02 | 794 | -0,38 | ||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 19.289 | 1.502 | ||||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 83.915 | -1,41 | 6.535 | -1,67 | ||||
| 2026-01-15 | 13F | Lighthouse Wealth Management Inc. | 15.274 | -2,05 | 1.190 | -2,30 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 11.566 | 901 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 42.757 | 59,21 | 3.330 | 58,75 | ||||
| 2026-02-13 | 13F | Sovereign Investment Advisors, LLC | 85.720 | 1,38 | 6.676 | 1,11 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 225 | 0 | ||||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 5.269 | 1,39 | 410 | 1,23 | ||||
| 2025-11-03 | 13F | Valeo Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 92 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 10.198 | 0,90 | 794 | 0,63 | ||||
| 2025-10-27 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Brown Advisory Inc | 148.884 | 210,82 | 11.595 | 210,03 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 13.927 | 4,47 | 1.085 | 4,13 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 9.051 | 3,77 | 705 | 3,38 | ||||
| 2025-10-24 | 13F | rebel Financial LLC | 0 | -100,00 | 11.103 | 5,49 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 6.397 | 498 | ||||||
| 2026-01-26 | 13F | Consilium Wealth Advisory, LLC | 100.295 | 5,25 | 7.811 | 4,96 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 17.313 | 6,84 | 1.348 | 6,56 | ||||
| 2026-01-29 | 13F | New Hampshire Trust | 78.840 | 71,03 | 6.140 | 70,60 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 110 | 0,00 | 9 | 0,00 | ||||
| 2026-01-09 | 13F | Pacifica Partners Inc. | 1.644 | 196,75 | 128 | 195,35 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 73.910 | 16,48 | 5.756 | 16,19 | ||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 77 | -38,40 | 0 | |||||
| 2026-01-26 | 13F | PFG Investments, LLC | 37.415 | 5,11 | 2.914 | 4,82 | ||||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 8.330 | -0,93 | 649 | -1,22 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 66.668 | 60,17 | 5.192 | 59,75 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 3.355 | -5,81 | 261 | -6,12 | ||||
| 2026-01-23 | 13F/A | HF Advisory Group, LLC | 3.455 | 20,13 | 269 | 20,09 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 126 | 10 | ||||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 7.616 | -5,89 | 593 | -6,02 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 19.626 | 15,39 | 1.528 | 15,06 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 109.913 | 5,11 | 8.560 | 4,83 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 117.982 | -3,95 | 9.188 | -4,21 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 4.630 | -27,14 | 361 | -27,42 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 89.042 | 14,60 | 6.935 | 14,29 | ||||
| 2026-02-03 | 13F | Bluebird Wealth Management LLC | 5.758 | 448 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 6.025 | -0,18 | 469 | -0,42 | ||||
| 2026-01-12 | 13F | Private Wealth Group, LLC | 9.597 | 0,00 | 747 | -0,27 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 6.056 | 1,76 | 472 | 1,51 | ||||
| 2026-02-10 | 13F | Swisher Financial Concepts, Inc. | 5.649 | 22,51 | 440 | 21,94 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 5.262 | 1,19 | 410 | 1,24 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 153.356 | 20,44 | 11.943 | 20,13 | ||||
| 2026-02-06 | 13F | Ignite Planners, LLC | 4.644 | -22,50 | 362 | -22,70 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 1.735 | 135 | ||||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 190.950 | -8,70 | 14.871 | -8,95 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 3.946 | 307 | ||||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 82.895 | 1,65 | 6.456 | 1,37 | ||||
| 2026-02-13 | 13F | Kane Investment Management, Inc. | 2.730 | 213 | ||||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 196.883 | 20,44 | 15.333 | 20,12 | ||||
| 2026-02-17 | 13F | Fmr Llc | 1.395.244 | -3,76 | 108.662 | -4,02 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 7.056 | 1,39 | 550 | 1,10 | ||||
| 2026-01-23 | 13F | Calder Financial LLC | 20.022 | 1.559 | ||||||
| 2025-10-29 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 388.447 | -0,80 | 30.252 | -1,07 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.853 | 0,82 | 145 | 1,41 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 7.493 | -6,79 | 584 | -7,02 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 87.917 | 7,13 | 6.847 | 6,84 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 139.282 | -3,54 | 10.847 | -3,80 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 14.569 | 1.135 | ||||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 992 | 1,33 | 77 | 1,32 | ||||
| 2026-02-12 | 13F | Godshalk Welsh Capital Management, Inc. | 3.483 | 3,20 | 271 | 3,04 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 91 | 7 | ||||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 33.167 | 1,02 | 2.583 | 0,78 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 10.736 | -3,18 | 836 | -4,24 | ||||
| 2026-01-06 | 13F | WealthCare Investment Partners, LLC | 9.908 | 2,76 | 771 | 2,53 | ||||
| 2026-02-06 | 13F | Keudell/Morrison Wealth Management | 9.483 | 61,06 | 739 | 62,20 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 9.250 | 0,00 | 720 | -0,28 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 9.896 | -22,13 | 771 | -22,38 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 107.148 | -3,14 | 8.345 | -3,40 | ||||
| 2025-10-31 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 6.509 | 1,80 | 507 | 1,40 | ||||
| 2025-11-10 | 13F | Charles Schwab Investment Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | CGC Financial Services, LLC | 20.976 | 31,00 | 1.634 | 30,64 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 3.946 | -2,50 | 307 | -2,85 | ||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 2.810 | 0,00 | 219 | -0,46 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 3.604 | 16,60 | 281 | 16,18 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 167.849 | 4,12 | 13.072 | 3,84 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 17.705 | 17,63 | 1.383 | 18,73 | ||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 9.892 | 350,25 | 770 | 350,29 | ||||
| 2026-01-29 | 13F | S.A. Mason LLC | 4.721 | 36,01 | 368 | 35,42 | ||||
| 2025-10-15 | 13F | Defined Financial Planning LLC | 36.330 | 24,87 | 2.833 | 27,90 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 67.433 | 5.252 | ||||||
| 2026-01-21 | 13F | Five Pine Wealth Management | 12.752 | 7,47 | 993 | 10,83 | ||||
| 2026-02-10 | 13F | Brookmont Capital Management | 5.344 | 0,30 | 416 | 0,00 | ||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 28 | 2 | ||||||
| 2025-10-20 | 13F | Sax Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | American Trust | 1.147.691 | -0,09 | 89.577 | -0,14 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 395 | 31 | ||||||
| 2026-02-12 | 13F | Atlantic Family Wealth, Llc | 13.504 | 14,18 | 1.052 | 13,87 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 7.471.592 | 11,83 | 581.888 | 11,53 | ||||
| 2025-10-23 | 13F | Nestegg Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Barnes Pettey Financial Advisors, Llc | 9.186 | 0,00 | 715 | -0,28 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 596 | 37,96 | 46 | 39,39 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 6 | 0,00 | 0 | |||||
| 2025-10-24 | 13F | Meeder Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 24.354 | -7,00 | 1.897 | -7,29 | ||||
| 2026-01-13 | 13F | New Covenant Trust Company, N.A. | 4.519 | 0,00 | 352 | -0,28 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 149.607 | 1.452,10 | 11.651 | 1.449,34 | ||||
| 2026-01-22 | 13F | Powers Advisory Group, LLC | 9.796 | 0,69 | 763 | 0,40 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 811.309 | -20,02 | 63.185 | -20,24 | ||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 37 | 0,00 | 3 | 0,00 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 129.501 | 18,21 | 10.086 | 17,88 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 413.795 | 23,03 | 32.330 | 22,49 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 5.233 | 1,10 | 408 | 0,74 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 180 | 0,00 | 14 | 0,00 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 1.114 | 87 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 2.243.568 | 4,43 | 174.729 | 4,15 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 13.476 | 5,89 | 1.050 | 5,64 | ||||
| 2026-01-30 | 13F | Covenant Asset Management, LLC | 15.113 | 1.177 | ||||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 102.960 | 73,92 | 8.019 | 73,47 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 180.379 | 174,32 | 14 | 180,00 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 4.426 | 345 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 1.355 | -7,32 | 106 | -7,89 | ||||
| 2026-02-10 | 13F | 360 Financial, Inc. | 17.939 | 0,00 | 1.509 | 0,00 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 3.428 | -7,20 | 266 | -7,99 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 3.622 | 8,18 | 282 | 8,05 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 97.827 | 1,67 | 4.206 | -44,02 | ||||
| 2026-02-02 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 456.340 | 1,38 | 36 | 0,00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 282.832 | 47,50 | 22.027 | 47,10 | ||||
| 2025-10-15 | 13F | Stephens Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 900 | 0,00 | 70 | 0,00 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 511 | 4,29 | 40 | 2,63 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 1.000 | 78 | ||||||
| 2026-02-03 | 13F | Pearl Planning LLC | 15.069 | 1.174 | ||||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 34.526 | 2.689 | ||||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 200.248 | 16 | ||||||
| 2026-02-09 | 13F | FinDec Wealth Services, Inc. | 16.071 | 0,25 | 1.252 | 0,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 188.602 | -1,80 | 14.688 | -2,06 | ||||
| 2026-02-02 | 13F | Acorn Creek Capital Llc | 358.527 | 4,43 | 27.922 | 4,16 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 13.853 | 1,38 | 1.079 | 2,47 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 9.802 | 12,89 | 763 | 12,54 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 13.325 | 5,19 | 1.038 | 4,85 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 2.925 | 6,09 | 228 | 5,58 | ||||
| 2026-02-19 | 13F | WealthPoint Financial, LLC | 2.863 | 223 | ||||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 127.568 | 2,88 | 9.935 | 2,60 | ||||
| 2026-03-02 | 13F | Amicus Financial Advisors, LLC | 26.141 | 2.036 | ||||||
| 2025-11-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 25.091 | 0,51 | 1.951 | 0,36 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 14.836 | 2,90 | 1.155 | 2,67 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 42.519 | -0,18 | 3.311 | -0,45 | ||||
| 2026-01-27 | 13F | Tranquilli Financial Advisor LLC | 18.287 | -35,88 | 1.424 | -36,06 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 1.151 | 90 | ||||||
| 2026-02-03 | 13F | Bokf, Na | 183.695 | 14,19 | 14.306 | 13,89 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 24.737 | 167,37 | 1.926 | 166,76 | ||||
| 2026-01-14 | 13F | First County Bank /CT/ | 13.279 | 11,07 | 1.034 | 10,83 | ||||
| 2026-01-22 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 484.016 | -1,75 | 37.642 | -2,15 | ||||
| 2026-02-02 | 13F | Verus Financial Partners, Inc. | 599.613 | 4,70 | 46.704 | 4,44 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 12.838 | -1,53 | 1.000 | -1,87 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 2.246.991 | 4,36 | 174.996 | 4,08 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 129.510 | -0,21 | 10.086 | -0,47 | ||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 80.887 | 3,62 | 6.300 | 3,33 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 85.114 | 11,25 | 6.629 | 10,95 | ||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 111.834 | 20,09 | 8.710 | 19,76 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 13.991 | 1.090 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 32.440 | -7,93 | 2.526 | -8,18 | ||||
| 2026-01-29 | 13F | Tumwater Wealth Management, LLC | 195.871 | 6,15 | 15.254 | 5,87 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 2.192 | 0,41 | 171 | 0,00 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 7.908 | 616 | ||||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 3.057 | 5,30 | 238 | 5,31 | ||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 4.007 | -74,93 | 312 | -75,00 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 19.429 | 8,77 | 1.513 | 8,54 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Zuckerman Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 148.087 | 11.533 | ||||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 184.525 | 15,54 | 14.371 | 15,23 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 10.021 | 9,80 | 780 | 9,24 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 156.294 | 2,99 | 12.172 | 2,71 | ||||
| 2026-01-26 | 13F | Jacobsen Capital Management | 63.736 | 3,49 | 4.964 | 3,20 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 5.563 | -2,25 | 433 | -2,48 | ||||
| 2026-01-14 | 13F | Neumann Capital Management, LLC | 185.239 | 14,21 | 14.426 | 13,90 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 491.376 | -2,34 | 38.268 | -2,60 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 2.792 | 217 | ||||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 81.568 | 16,23 | 6.353 | 15,91 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 126 | 0,00 | 10 | 0,00 | ||||
| 2026-01-21 | 13F | Compass Advisory Group LLC | 4.992 | 1,38 | 389 | 1,04 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 182.035 | -0,42 | 14.177 | -0,69 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 363.382 | -0,13 | 28.380 | -0,12 | ||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 4.331 | -17,90 | 337 | -18,00 | ||||
| 2026-02-12 | 13F | Retirement Management Systems Inc. | 276.001 | 21.495 | ||||||
| 2026-02-09 | 13F | Lincoln National Corp | 2.151.985 | 3,34 | 167.597 | 3,06 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 75.606 | -3,68 | 5.888 | -3,93 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 5.482 | -4,74 | 427 | -5,12 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 4.661 | 363 | ||||||
| 2026-02-09 | 13F | Key FInancial Inc | 1.446 | 18,62 | 113 | 17,89 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 5.155.499 | 3,33 | 401.510 | 3,05 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 11.960 | 78,11 | 931 | 77,67 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 9.661 | 38,65 | 752 | 38,24 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 140.315 | 9,54 | 10.928 | 9,25 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 3.365 | 0,00 | 262 | 0,00 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 84 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | Wit, Llc | 783.879 | 0,00 | 61.048 | -0,27 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 28.147 | 6,85 | 2.192 | 6,56 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Rf&l Wealth Management, Llc | 2.935 | -16,97 | 229 | -17,39 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 398.073 | 8,80 | 31.002 | 8,51 | ||||
| 2026-01-22 | 13F | Echo Wealth Management, LLC | 3.379 | -47,75 | 263 | -47,92 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 103.833 | 5,20 | 8 | 14,29 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 64 | 0,00 | 0 | |||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 40.705 | 0,87 | 3.170 | 0,60 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Prospera Capital Management, LLC | 9.050 | 1,38 | 705 | 1,44 | ||||
| 2026-01-30 | 13F | Pacific Park Financial, Inc. | 39.710 | 3.093 | ||||||
| 2026-01-12 | 13F | Arbor Wealth Advisors LLC | 4.260 | 0,59 | 332 | 0,30 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 42.251 | 11,56 | 3.291 | 11,26 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 9.781 | 0,08 | 762 | -0,26 | ||||
| 2026-02-10 | 13F | Easterly Investment Partners Llc | 12.816 | -2,88 | 998 | -3,11 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 1.981 | -6,07 | 154 | -6,10 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 23.598 | 3,08 | 1.838 | 2,80 | ||||
| 2026-01-23 | 13F/A | Greenup Street Wealth Management Llc | 301.251 | 85,48 | 23.461 | 84,99 | ||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 13.535 | 43,23 | 1.054 | 43,01 | ||||
| 2026-02-09 | 13F | Poinciana Advisors Group, Llc | 5.125 | 1,38 | 399 | 1,27 | ||||
| 2026-01-27 | 13F | Global Financial Private Client, LLC | 8.250 | -0,06 | 642 | -0,31 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 382.378 | 54,53 | 30 | 52,63 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 97.768 | 17,69 | 7.614 | 17,37 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 2.967 | 0,03 | 231 | 0,00 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 2.856 | 223 | ||||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 4.811 | 0,04 | 375 | -0,27 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 128.867 | -8,24 | 10.036 | -8,48 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 177 | 0,00 | 14 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 4.212.083 | 3,95 | 327.954 | 3,79 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 489.501 | 2,16 | 38.225 | 3,15 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 16.811 | 1.309 | ||||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 6.801 | 0,91 | 530 | 0,57 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 49.730 | 2,65 | 3.873 | 2,35 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 13.487 | -69,12 | 1.050 | -69,01 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 209.429 | 9,60 | 16.310 | 9,30 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 25.081 | -1,37 | 1.953 | -1,61 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 15.746 | -13,58 | 1.226 | -13,78 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 35.262 | 1.932,39 | 135 | 0,75 | ||||
| 2026-02-06 | 13F | Radnor Capital Management, LLC | 3.662 | -38,06 | 285 | -38,18 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 79.628 | -31,83 | 6.201 | -32,01 | ||||
| 2026-02-11 | 13F | LCW Services, LLC | 9.799 | 763 | ||||||
| 2026-02-06 | 13F | Heritage Investors Management Corp | 17.443 | 2,58 | 1 | 0,00 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Anderson Hoagland & Co | 15.496 | 0,00 | 1.207 | -0,33 | ||||
| 2025-09-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 84.708 | 6.513 | ||||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 4.575 | 0,93 | 356 | 0,56 | ||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 23.913 | 13,97 | 1.862 | 13,68 | ||||
| 2026-01-22 | 13F | Bnc Wealth Management, Llc | 2.957 | 9,84 | 230 | 9,52 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Chris Bulman Inc | 41.014 | 22,03 | 3.194 | 21,72 | ||||
| 2026-01-26 | 13F | Andrews, Lucia Wealth Management Llc | 4.087 | -22,40 | 318 | -22,63 | ||||
| 2026-01-29 | 13F/A | Stockman Wealth Management, Inc. | 4.264 | -43,65 | 332 | -43,73 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 1.242 | 0,08 | 97 | 0,00 | ||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 20.904 | -3,11 | 1.628 | -3,38 | ||||
| 2025-10-27 | 13F | Eastern Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 4.348 | -50,76 | 339 | -50,94 | ||||
| 2026-02-12 | 13F | Schiavi & Co LLC | 301.815 | 6,68 | 23.505 | 6,39 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 4.100 | 0,00 | 319 | -0,31 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 1.878.718 | 7,14 | 146.315 | 6,85 | ||||
| 2025-11-13 | 13F | FF Advisors,LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 3.841 | -7,60 | 299 | -7,72 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 17.706 | 173,37 | 1.379 | 172,87 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 6.280 | 0,19 | 489 | 0,00 | ||||
| 2025-11-12 | 13F | Anfield Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Refined Wealth Management | 98.070 | -3,66 | 7.638 | -3,93 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 3.271 | 1,36 | 255 | 1,20 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 61.859 | 4,50 | 4.818 | 4,22 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 18.341 | 28,75 | 1.428 | 28,42 | ||||
| 2026-01-28 | 13F | Momentum Wealth Planning, LLC | 68.017 | 2,94 | 5.297 | 2,67 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 3.389 | -2,31 | 264 | -2,22 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 3.847 | 5,17 | 300 | 4,91 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.568.407 | 5,40 | 122.147 | 5,12 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1.497.010 | -25,25 | 116.797 | -25,25 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 6.465 | -0,43 | 504 | -0,79 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 214 | 0,00 | 17 | 0,00 | ||||
| 2026-01-08 | 13F | Traveka Wealth, LLC | 6.660 | -25,14 | 519 | -25,36 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 41.185 | 337,58 | 3.207 | 336,33 | ||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 83.816 | 8,96 | 6.528 | 8,66 | ||||
| 2026-01-15 | 13F | Vaughan Nelson Investment Management, L.p. | 11.486 | 0,00 | 895 | -0,22 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 197.810 | -40,41 | 15 | -40,00 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 18.101 | 0,37 | 1.410 | 0,07 | ||||
| 2026-02-02 | 13F | Golden Road Advisors Llc | 5.253 | 31,52 | 409 | 31,51 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 3.525.085 | 5,07 | 274.534 | 4,79 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 55.296 | 406,51 | 4.306 | 405,40 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 2.164.198 | 2,97 | 168.569 | 2,80 | ||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 7.249 | 39,94 | 565 | 39,60 | ||||
| 2026-02-02 | 13F | Cerro Pacific Wealth Advisors LLC | 4.514 | 0,00 | 352 | -0,28 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 406 | -66,88 | 32 | -67,37 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 79.803 | -18,01 | 6.215 | -18,22 | ||||
| 2026-01-22 | 13F | Montz Harcus Wealth Management LLC | 4.764 | 1,47 | 371 | 1,37 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 38 | 3 | ||||||
| 2026-01-14 | 13F | McMahon Financial Advisors, LLC | 572.740 | 3,46 | 44.605 | 3,18 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 2.531.865 | 1,12 | 197.182 | 0,85 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 10.058 | 80,83 | 894 | 107,67 | ||||
| 2026-01-16 | 13F | Aspire Private Capital, LLC | 58.078 | 0,94 | 4.523 | 0,67 | ||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 3.501 | 273 | ||||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 20.103 | 1,50 | 1.566 | 1,23 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 595.914 | -2,03 | 46.410 | -2,29 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 30.872 | -10,77 | 2.404 | -11,00 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 118.357 | 2,36 | 9.218 | 2,08 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 23.246 | 1.810 | ||||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 76.452 | -58,68 | 5.954 | -58,75 | ||||
| 2026-01-23 | 13F | Investment Advisory Group, LLC | 2.925 | 0,00 | 228 | -0,44 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 68.879 | 12,22 | 5.371 | 11,90 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 13.128 | -14,59 | 1.022 | -14,83 | ||||
| 2026-02-17 | 13F | Dimension Capital Management Llc | 2.668 | 0,00 | 208 | -0,48 | ||||
| 2026-02-03 | 13F | Marmo Financial Group, LLC | 54.342 | 3,30 | 4.232 | 3,02 | ||||
| 2026-02-12 | 13F | Richmond Brothers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Wilkins Miller Wealth Management, LLC | 35.528 | 72,76 | 2.767 | 74,18 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 4.769 | -1,73 | 0 | |||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 8.347 | 8,04 | 650 | 7,79 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 13.050 | -0,43 | 1.016 | -0,68 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 19.959 | -1,95 | 1.554 | -2,20 | ||||
| 2026-02-17 | 13F | Bank Hapoalim Bm | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Swp Financial Llc | 6.910 | 0,01 | 538 | -0,19 | ||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 12.500 | -8,83 | 974 | -9,07 | ||||
| 2026-01-09 | 13F | Breakwater Capital Group | 26.405 | 0,24 | 2.056 | -0,05 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 518 | 0,00 | 40 | 0,00 | ||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 15.026 | 13,20 | 1.170 | 12,93 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 30 | 0,00 | 2 | 0,00 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 482.329 | -2,11 | 34.509 | -2,55 | ||||
| 2026-01-21 | 13F | Capital Advisors Wealth Management, LLC | 5.956 | 26,83 | 464 | 26,50 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 152.992 | 17,65 | 11.915 | 17,34 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 9.489 | 28,94 | 739 | 28,75 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 15.011 | 1.169 | ||||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 3.059 | 38,67 | 238 | 38,37 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 5.462 | 425 | ||||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 3.083 | 1,38 | 240 | 1,27 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 500 | 96,08 | 39 | 100,00 | ||||
| 2026-01-27 | 13F | Seeds Investor Llc | 335.872 | 13,74 | 26.158 | 13,43 | ||||
| 2026-02-23 | 13F | Forthright Family Wealth Advisory LLC | 2.590 | 202 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 777 | 909,09 | 60 | 1.100,00 | ||||
| 2026-02-23 | 13F | Investments & Financial Planning, LLC | 45.926 | 4,32 | 3.577 | 4,04 | ||||
| 2025-11-14 | 13F | Westwood Holdings Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 256.603 | 9,20 | 19.984 | 8,90 | ||||
| 2026-02-04 | 13F | Shade Tree Advisors LLC | 19.256 | 0,00 | 1.500 | -0,27 | ||||
| 2026-01-16 | 13F | Stephen J. Garry & Associates, Llc | 103.756 | 3,10 | 8.081 | 2,83 | ||||
| 2026-01-23 | 13F | Market Street Wealth Management Advisors Llc | 11.570 | -17,64 | 901 | -17,87 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 934.719 | 6,19 | 73 | 5,88 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 12.833 | -7,58 | 999 | -7,84 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 3.455 | -10,54 | 0 | |||||
| 2026-01-28 | 13F | SilverOak Wealth Management LLC | 4.621 | 0,00 | 360 | -0,28 | ||||
| 2025-10-24 | 13F | Wela Strategies, Inc. | 35.521 | -0,46 | 2.774 | 0,51 | ||||
| 2026-01-05 | 13F | BancFirst Trust & Investment Management | 34.387 | 1,53 | 2.686 | 1,51 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1.500 | 0,00 | 117 | -0,85 | ||||
| 2026-02-06 | 13F | Delta Financial Advisors Llc | 7.795 | 149,84 | 607 | 149,79 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 313 | 24 | ||||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 3.667 | -9,32 | 286 | -9,52 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 323 | 0,00 | 25 | 0,00 | ||||
| 2026-02-03 | 13F | Christine Messmer Pc | 233.690 | 18.200 | ||||||
| 2026-02-10 | 13F | Savant Capital, LLC | 102.117 | 3,63 | 7.953 | 3,34 | ||||
| 2026-02-10 | 13F | Fpc Investment Advisory, Inc. | 351.929 | 7,97 | 27.408 | 7,68 | ||||
| 2026-01-27 | 13F | Revisor Wealth Management LLC | 30.303 | -5,80 | 2.352 | -5,96 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 642.062 | 11,40 | 47.739 | 6,07 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 595 | -25,25 | 46 | -25,81 | ||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 85.199 | 23,01 | 6.635 | 22,69 | ||||
| 2026-01-27 | 13F | Human Investing LLC | 262.127 | 4,78 | 20.414 | 4,50 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Vista Cima Wealth Management LLC | 16.257 | 0,07 | 1.266 | -0,16 | ||||
| 2026-01-30 | 13F | Smart Money Group LLC | 99.521 | 20,86 | 7.751 | 20,53 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 62 | 0 |
