Grundlæggende statistik
| Institutionelle ejere | 995 total, 995 long only, 0 short only, 0 long/short - change of 4,17% MRQ |
| Gennemsnitlig porteføljeallokering | 1.0742 % - change of -8,05% MRQ |
| Institutionelle aktier (lange) | 222.261.860 (ex 13D/G) - change of 8,83MM shares 4,13% MRQ |
| Institutionel værdi (lang) | $ 16.867.030 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF (US:BIV) har 995 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 222,261,860 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 April 24, 2026 is 77,42 / share. Previously, on April 28, 2025, the share price was 76,77 / share. This represents an increase of 0,85% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 80.609 | 6.278 | ||||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 8.942 | -43,10 | 696 | -43,28 | ||||
| 2026-01-06 | 13F | Legacy Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 389.586 | 37,74 | 30.068 | 36,51 | ||||
| 2026-02-13 | 13F | Commerce Bank | 5.327 | 415 | ||||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 4.860 | 375 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.750 | 136 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 3.055 | -13,21 | 236 | -14,23 | ||||
| 2026-01-27 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 3.553 | 0,37 | 277 | 0,00 | ||||
| 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 | ||||||
| 2026-04-13 | 13F | Bank of New Hampshire | 6.944 | -5,86 | 536 | -6,79 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 57.166 | -1,57 | 4.412 | -2,45 | ||||
| 2026-01-23 | 13F | Burney Co/ | 148.583 | -0,23 | 11.572 | -0,51 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 735 | 0,00 | 57 | 0,00 | ||||
| 2026-04-23 | 13F | Jones Kertz & Associates, Inc. | 3.738 | 0,00 | 288 | -1,03 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 685 | 53 | ||||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 9.501 | -5,01 | 733 | -5,78 | ||||
| 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 | |||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 5.159 | 0,66 | 398 | -0,25 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 2.307 | 0,00 | 180 | 1,12 | ||||
| 2026-04-23 | 13F | Kampmann Melissa S. | 20.364 | 0,54 | 1.572 | -0,19 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 4.208 | 29,56 | 328 | 29,25 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 219.502 | 8,49 | 16.941 | 7,51 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 4.330 | -7,79 | 337 | -7,92 | ||||
| 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 | ||||
| 2026-02-11 | 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 | ||||||
| 2026-01-26 | 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 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 3.853 | 3,71 | 300 | 3,45 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Seros Financial, LLC | 13.636 | 1.062 | ||||||
| 2026-01-29 | 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 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 84 | 0,00 | 6 | 0,00 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 626 | 49 | ||||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6.868 | -72,92 | 535 | -73,03 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 64 | 5 | ||||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 15.322 | 11,17 | 1.193 | 10,87 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 890 | 69 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 11.227.638 | 13,27 | 874.408 | 12,97 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 10.568 | 58,68 | 816 | 57,34 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 199.312 | 5,68 | 15.383 | 4,72 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 651 | -18,83 | 51 | -19,35 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 53.947 | 16,39 | 4.164 | 15,35 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 187.400 | 11,88 | 14.464 | 10,87 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 116.545 | 6,55 | 8.995 | 5,59 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 11.117 | 32,11 | 866 | 31,66 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 5.026 | 0,68 | 388 | -0,26 | ||||
| 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 | |||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 972 | 0,41 | 75 | 0,00 | ||||
| 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 | ||||
| 2026-01-23 | 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 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 1.644 | 0,00 | 127 | -0,79 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 320 | 0,00 | 25 | 0,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 17.052 | 1.316 | ||||||
| 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 | ||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 1.186 | -4,74 | 92 | -5,15 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 8.937 | 696 | ||||||
| 2026-02-13 | 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 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 28.159 | 7,72 | 2.173 | 6,78 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 7.488 | 578 | ||||||
| 2026-02-13 | 13F | Change Path, LLC | 231.252 | 6,02 | 18.010 | 5,74 | ||||
| 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 | ||||
| 2026-04-06 | 13F | Hall Laurie J Trustee | 2.675 | 0,00 | 206 | -0,96 | ||||
| 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 | -100,00 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 124.874 | 11,12 | 9.638 | 10,12 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 6.828 | -3,23 | 527 | -4,19 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 2.963 | -22,09 | 231 | -22,30 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 3.506 | 4,19 | 271 | 3,05 | ||||
| 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 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 227.283 | 3,19 | 18 | 0,00 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 104 | 0,00 | 8 | 0,00 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 4.070 | -6,39 | 314 | -7,10 | ||||
| 2026-03-17 | 13F | Carter Financial, LLC | 4.294 | 334 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 9.641 | -8,39 | 744 | -9,16 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 3.131 | 244 | ||||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 6 | 0 | ||||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 17.009 | 1,46 | 1.313 | 0,54 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 21.314 | 20,38 | 1.645 | 19,03 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4.590 | 8,77 | 356 | 8,54 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 80.290 | -59,90 | 6.197 | 41.206,67 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 254.146 | 43,58 | 19.615 | 42,29 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 361.597 | 5,59 | 27.908 | 4,64 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 200 | 0,00 | 16 | 0,00 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 37 | 0,00 | 3 | 0,00 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 5.363 | 0,00 | 418 | -0,24 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1.426 | 110 | ||||||
| 2026-01-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 4.086 | -0,83 | 315 | -1,56 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5.244 | 9,96 | 0 | |||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 670.494 | 4,33 | 51.749 | 3,39 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 16.959 | -31,64 | 1.321 | -31,85 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 84.637 | 0,98 | 6.532 | 0,08 | ||||
| 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 | |||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 88.568 | 5,54 | 6.836 | 4,59 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 370 | 60,17 | 29 | 55,56 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 3.777 | 0,67 | 291 | -0,34 | ||||
| 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 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 187.111 | 12,81 | 14.441 | 11,80 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 98.580 | 24,68 | 7.608 | 23,57 | ||||
| 2025-11-05 | 13F | Wealthquest Corp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 3.097 | -19,70 | 241 | -19,93 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 27.834 | 5,41 | 2.148 | 4,47 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 299.193 | 8,40 | 23.092 | 7,43 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 99.163 | 2,98 | 7.653 | 2,05 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.340 | 257,25 | 181 | 252,94 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 77 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 125.857 | 10,14 | 9.714 | 9,15 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 29.078 | -3,57 | 2.244 | -4,43 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 26.826 | -12,18 | 2.070 | -12,95 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 17.304 | 14,54 | 1.348 | 14,25 | ||||
| 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 | |||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 138 | 0,00 | 0 | |||||
| 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 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 3.856 | -0,05 | 298 | -1,00 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 74.514 | 26,77 | 5.751 | 25,63 | ||||
| 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 | ||||
| 2026-02-13 | 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 | |||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 163.398 | 4,66 | 12.611 | 3,73 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 208.651 | 6,52 | 16.104 | 5,57 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 17.932 | 442,74 | 1.397 | 441,09 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 14.214 | 8,27 | 1.097 | 7,34 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 23.912 | 8,04 | 1.845 | 6,77 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 300.213 | 2,21 | 23.170 | 1,29 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 156 | 12 | ||||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 19.275 | 65,64 | 1.487 | 63,84 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 3.500 | -11,95 | 270 | -12,62 | ||||
| 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 | ||||
| 2026-04-07 | 13F | Ethos Capital Management, Inc. | 131.628 | 19,75 | 10.159 | 18,68 | ||||
| 2026-02-12 | 13F | Reliant Wealth Planning | 592.660 | 0,75 | 46.156 | 0,47 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Legacy Trust | 5.801 | -7,35 | 448 | -8,21 | ||||
| 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 | |||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 20.342 | 1.564 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 4.753 | 58,33 | 370 | 58,12 | ||||
| 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 5.246 | -7,13 | 405 | -7,97 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 7.890 | -18,43 | 609 | -19,26 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 900 | 0,00 | 69 | -1,43 | ||||
| 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 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 465 | 18,93 | 36 | 16,67 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 90.637 | 3,00 | 7.059 | 2,72 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 38.887 | 3.029 | ||||||
| 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 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 274 | 21 | ||||||
| 2026-04-07 | 13F | InvesTrust | 11.686 | 0,86 | 902 | -0,11 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 3.010 | -31,99 | 231 | -32,85 | ||||
| 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 | |||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 3.881 | 0,00 | 300 | -0,99 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 5.825 | 1,34 | 450 | 0,45 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 140.901 | 0,31 | 10.875 | -0,59 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 8.462 | 124,87 | 659 | 124,91 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 6.724 | -11,06 | 519 | -11,90 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 610.578 | 9,90 | 47.552 | 9,61 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 313.741 | -6,35 | 24.215 | -7,19 | ||||
| 2026-02-12 | 13F | Hohimer Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 548.733 | 16,71 | 42.735 | 16,39 | ||||
| 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 | ||||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 4.982 | 1,24 | 388 | 1,04 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 7.444 | -1,82 | 575 | -2,71 | ||||
| 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 | ||||
| 2026-02-04 | 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 | ||||
| 2026-02-09 | 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 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.810 | 76,06 | 448 | 74,32 | ||||
| 2026-04-22 | 13F | Motco | 21.300 | -14,62 | 1.644 | -15,40 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 108.841 | 8,01 | 8.400 | 7,05 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 3.711 | 0,00 | 289 | 0,00 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 307.817 | 31,72 | 23.757 | 30,54 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 4.315 | 0,56 | 333 | -0,60 | ||||
| 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 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 5.477 | -0,90 | 423 | -1,86 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 48.227 | -0,05 | 3.722 | -0,93 | ||||
| 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 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 2.748 | 4,85 | 214 | 4,90 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 729 | 92,35 | 57 | 93,10 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 371 | 0,00 | 29 | 0,00 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 18 | 1 | ||||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 72.769 | 5,07 | 5.616 | 4,13 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 3.662 | 0,00 | 283 | -1,05 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 4.541 | -97,98 | 350 | -98,00 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.135 | 0,71 | 88 | 0,00 | ||||
| 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 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 1.224.496 | 9,80 | 95 | 9,20 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 225 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 574 | 10,81 | 44 | 10,00 | ||||
| 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 | |||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 1.339 | -17,40 | 104 | -17,46 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 223 | 0,00 | 17 | 0,00 | ||||
| 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 | |||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 440 | 0,00 | 34 | -2,94 | ||||
| 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 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 91.570 | 2,03 | 7.131 | 1,76 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 10.964 | -8,50 | 854 | -8,87 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 3.314 | 256 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 1.856.741 | 6,26 | 144.603 | 5,97 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 123.086 | 11,88 | 9.500 | 10,88 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 76.809 | -0,83 | 5.928 | -1,72 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 24.490 | 16,75 | 1.890 | 15,74 | ||||
| 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 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 2.863 | 0,00 | 223 | 0,00 | ||||
| 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 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 461.461 | 36,57 | 35.939 | 36,20 | ||||
| 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 | ||||
| 2026-02-13 | 13F | Shelter Mutual Insurance Co | 10.900 | 0,00 | 849 | -0,35 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 152 | 12 | ||||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 107.091 | 3,21 | 8.265 | 2,29 | ||||
| 2025-11-14 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | OLIO Financial Planning | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 19.513 | -0,65 | 1.520 | -0,91 | ||||
| 2026-02-19 | 13F | Torrey-Payne Wealth Management, LLC | 3.021 | 235 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 3.023 | -9,55 | 235 | -9,62 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 27.860 | -2,23 | 2.170 | -2,52 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 966.958 | 2,24 | 74.630 | 1,32 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 29.490 | 11,50 | 2 | 0,00 | ||||
| 2026-02-04 | 13F | MADDEN SECURITIES Corp | 4.827 | -1,79 | 376 | -2,09 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 434.553 | 3,08 | 33.539 | 2,16 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 25.182 | 3,40 | 1.944 | 2,48 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 228.154 | -39,80 | 17.609 | -40,35 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 402 | 70,34 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 4.961 | 6,07 | 383 | 4,95 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 3.379 | 0,00 | 261 | -1,14 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 115.663 | 1,30 | 8.927 | 0,38 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 225.815 | 1,91 | 17.586 | 1,64 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 939.709 | -37,23 | 72.433 | -37,98 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 7.078 | -14,61 | 551 | -14,84 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 390 | -98,19 | 30 | -98,21 | ||||
| 2026-01-13 | 13F | ForthRight Wealth Management, LLC | 287.200 | 5,29 | 22.367 | 5,01 | ||||
| 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 | |||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 5.699 | -5,89 | 440 | -6,79 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 98.254 | 0,65 | 7.674 | 1,63 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 137.822 | 2,58 | 10.637 | 1,66 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 112.975 | -36,99 | 8.719 | -37,56 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 718.274 | 0,32 | 55.436 | -0,58 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 53.725 | 4,46 | 4.147 | 3,52 | ||||
| 2026-04-16 | 13F | Mountain Pacific Investment Advisers Inc/id | 14.110 | 0,00 | 1.089 | -0,82 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 52.448 | 2,97 | 4.048 | 2,04 | ||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 19.289 | 1.502 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 92.826 | 9,06 | 7.164 | 8,09 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 11.566 | 901 | ||||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 15 | 0,00 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 154.175 | 7,04 | 11.899 | 6,08 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 79.592 | 88,38 | 6.143 | 86,69 | ||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Valeo Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 101.434 | 27,11 | 7.829 | 25,95 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 9.051 | 3,77 | 705 | 3,38 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 6.397 | 498 | ||||||
| 2026-01-27 | 13F | Regions Financial Corp | 17.313 | 6,84 | 1.348 | 6,56 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | WealthCollab, LLC | 73.910 | 16,48 | 5.756 | 16,19 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.292 | -10,65 | 100 | -11,61 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 37.415 | 5,11 | 2.914 | 4,82 | ||||
| 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 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 126 | 10 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 10.326 | 0,45 | 797 | -0,50 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 5.304 | 0,66 | 409 | -0,24 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 310.158 | 2,96 | 23.938 | 2,03 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 11.261 | 4,21 | 869 | 3,33 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 11.261 | 869 | ||||||
| 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 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 35.576 | 21,38 | 2.746 | 20,29 | ||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 2.965 | 1,37 | 231 | 0,88 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 5.312 | -0,08 | 412 | -0,48 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 5.262 | 1,19 | 410 | 1,24 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 40.669 | -0,09 | 3.139 | -1,01 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 5.813 | 0,00 | 449 | -0,88 | ||||
| 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 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 77.646 | 12,73 | 5.999 | 11,71 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 9.674 | -1,25 | 747 | -2,10 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 17.937 | -5,42 | 1.384 | -6,23 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 102.873 | 2,57 | 7.940 | 1,65 | ||||
| 2026-02-17 | 13F | Fmr Llc | 1.395.244 | -3,76 | 108.662 | -4,02 | ||||
| 2025-10-29 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 4.191 | 17,26 | 323 | 16,19 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 110 | 0,00 | 8 | 0,00 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 218.665 | 51,87 | 16.877 | 50,50 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 364.956 | 3,36 | 28.167 | 2,43 | ||||
| 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 | ||||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 69.651 | 9,28 | 5.376 | 8,30 | ||||
| 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 | ||||
| 2026-02-10 | 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 | ||||
| 2026-01-15 | 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 | ||||
| 2026-01-15 | 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 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 80.803 | 6,86 | 6.236 | 5,89 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 118.975 | 4,55 | 9.183 | 3,61 | ||||
| 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 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 67.433 | 5.252 | ||||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 6.588 | -9,12 | 508 | -9,93 | ||||
| 2026-02-10 | 13F | Brookmont Capital Management | 5.344 | 0,30 | 416 | 0,00 | ||||
| 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 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 18.636 | -6,92 | 1.433 | -8,08 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 14.760 | 0,00 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 99.088 | 6,41 | 7.629 | 5,20 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 596 | 37,96 | 46 | 39,39 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 3.436 | 28,26 | 265 | 27,40 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 6 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.359 | -1,66 | 105 | -2,80 | ||||
| 2026-04-13 | 13F | Spring Capital Management, Llc | 16.837 | 0,62 | 1.299 | -0,31 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 217.876 | 17,62 | 16.816 | 16,56 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 2.610 | 0,69 | 201 | 0,00 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 44.842 | 26,22 | 3.461 | 25,09 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 149.607 | 1.452,10 | 11.651 | 1.449,34 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 153 | 0,66 | 12 | 0,00 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 811.309 | -20,02 | 63.185 | -20,24 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 15.125 | -0,98 | 1.167 | -1,85 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 5.127 | -6,15 | 396 | -7,06 | ||||
| 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 | ||||
| 2026-01-26 | 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 | ||||
| 2026-01-30 | 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 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 22.972 | 80,14 | 1.773 | 78,45 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 2.880 | -46,23 | 222 | -46,76 | ||||
| 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 | ||||||
| 2026-02-09 | 13F | FinDec Wealth Services, Inc. | 16.071 | 0,25 | 1.252 | 0,00 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 3.231 | -6,48 | 249 | -7,43 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Acorn Creek Capital Llc | 358.527 | 4,43 | 27.922 | 4,16 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 19.426 | -1,01 | 1.499 | -1,90 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 8.828 | 681 | ||||||
| 2026-04-06 | 13F | CX Institutional | 1.498 | -40,95 | 0 | |||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 301 | 20,40 | 23 | 21,05 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2025-11-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 8.606 | 3,10 | 664 | 2,15 | ||||
| 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 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 16.004 | 20,52 | 1.235 | 19,44 | ||||
| 2026-01-27 | 13F | Tranquilli Financial Advisor LLC | 18.287 | -35,88 | 1.424 | -36,06 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 92 | 0,00 | 7 | 0,00 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 211 | -62,19 | 16 | -62,79 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 3.954 | -14,86 | 300 | -17,17 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 32.440 | -7,93 | 2.526 | -8,18 | ||||
| 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 | ||||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 11.753 | 10,74 | 907 | 9,81 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 23.906 | 3,92 | 1.845 | 3,02 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 188.543 | 0,69 | 14.552 | -0,21 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 370.556 | -0,49 | 28.600 | -1,38 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 40.547 | 2,88 | 3.129 | 1,96 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 5.563 | -2,25 | 433 | -2,48 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 4.080 | 315 | ||||||
| 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 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 51.543 | 475,84 | 3.978 | 470,73 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 3.534 | 273 | ||||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 4.519 | 0,00 | 349 | -0,85 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 33.310 | 3 | ||||||
| 2026-02-09 | 13F | Lincoln National Corp | 2.151.985 | 3,34 | 167.597 | 3,06 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 75.606 | -3,68 | 5.888 | -3,93 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 4.661 | 363 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 49.874 | -25,08 | 3.849 | -25,75 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 5.155.499 | 3,33 | 401.510 | 3,05 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 140.315 | 9,54 | 10.928 | 9,25 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 514.947 | 0,28 | 39.744 | -0,62 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 131.736 | 2,26 | 10.167 | 1,35 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 5.179 | -8,21 | 429 | -9,32 | ||||
| 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 | |||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 193 | 0,52 | 15 | 0,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 398.073 | 8,80 | 31.002 | 8,51 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 103.833 | 5,20 | 8 | 14,29 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 478.577 | -4,13 | 36.803 | -5,34 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 6.423 | -7,05 | 496 | -7,99 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 5.550 | -5,93 | 428 | -6,75 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 3.471 | 7,76 | 268 | 6,80 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 11.570 | 0,00 | 893 | -1,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 23.598 | 3,08 | 1.838 | 2,80 | ||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 13.535 | 43,23 | 1.054 | 43,01 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 15.052 | 40,25 | 1.162 | 39,04 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 382.378 | 54,53 | 30 | 52,63 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 3.537 | -4,84 | 273 | -6,21 | ||||
| 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 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 35.422 | 11,65 | 2.734 | 10,65 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 74.449 | 55,67 | 5.746 | 54,27 | ||||
| 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 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 79.628 | -31,83 | 6.201 | -32,01 | ||||
| 2026-02-11 | 13F | LCW Services, LLC | 9.799 | 763 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 266.017 | 35,11 | 20.531 | 33,90 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-24 | 13F | United Community Bank | 28.456 | 2.196 | ||||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 728.902 | 15,64 | 56.257 | 14,60 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 1.242 | 0,08 | 97 | 0,00 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 4.976 | 1,30 | 387 | 1,04 | ||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 20.904 | -3,11 | 1.628 | -3,38 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 4.967 | -71,50 | 383 | -71,78 | ||||
| 2026-02-12 | 13F | Schiavi & Co LLC | 301.815 | 6,68 | 23.505 | 6,39 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 49.062 | -35,95 | 3.787 | -36,70 | ||||
| 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 | |||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 9.186 | 0,00 | 709 | -0,98 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 3.841 | -7,60 | 299 | -7,72 | ||||
| 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 | |||||
| 2026-01-27 | 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 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 4.013 | 310 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 25.937 | 28,63 | 2.002 | 27,45 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 3.568 | 0,00 | 275 | -0,72 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 465.127 | 3,55 | 35.899 | 2,62 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 2.925 | 0,00 | 226 | -0,88 | ||||
| 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 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 2.041 | 0,00 | 158 | -0,63 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 197.810 | -40,41 | 15 | -40,00 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 63.105 | 10,64 | 4.870 | 9,66 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 69.635 | 124,72 | 5.374 | 122,71 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1.151 | 0,00 | 89 | -1,12 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 633 | -17,90 | 49 | -20,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 4.272 | 0,28 | 330 | -0,60 | ||||
| 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 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 406 | -66,88 | 32 | -67,37 | ||||
| 2026-01-22 | 13F | Montz Harcus Wealth Management LLC | 4.764 | 1,47 | 371 | 1,37 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 38 | 3 | ||||||
| 2026-02-11 | 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 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 115.091 | 1,68 | 8.883 | 0,76 | ||||
| 2026-04-23 | 13F | American National Bank | 75 | 6 | ||||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 3.501 | 273 | ||||||
| 2026-04-10 | 13F | HT Partners LLC | 22.247 | 1,26 | 1.717 | 0,35 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 36.140 | 3,72 | 2.789 | 2,80 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 20.103 | 1,50 | 1.566 | 1,23 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 37.032 | 4,47 | 2.858 | 3,55 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 104.392 | 22,53 | 8.057 | 21,42 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 5.990 | 0,57 | 462 | -0,22 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 162.354 | -1,19 | 12.531 | -2,08 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 671.968 | 12,07 | 51.957 | 11,25 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3.588 | 0,22 | 277 | -0,72 | ||||
| 2026-02-17 | 13F | Dimension Capital Management Llc | 2.668 | 0,00 | 208 | -0,48 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 9.702 | -2,08 | 748 | -3,11 | ||||
| 2026-02-12 | 13F | Richmond Brothers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 642.062 | 11,40 | 50.004 | 11,10 | ||||
| 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 | |||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 12.500 | -8,83 | 974 | -9,07 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 15.496 | 0,00 | 1.196 | -0,91 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 3.135 | 6,81 | 242 | 5,70 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 482.329 | -2,11 | 34.509 | -2,55 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 152.992 | 17,65 | 11.915 | 17,34 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 68.341 | 7,17 | 5.275 | 6,20 | ||||
| 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 | ||||||
| 2026-04-13 | 13F | Bnc Wealth Management, Llc | 2.925 | -1,08 | 226 | -2,17 | ||||
| 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 | ||||||
| 2026-04-20 | 13F | City State Bank | 185.211 | 6,41 | 14.295 | 5,45 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 3.083 | 1,38 | 240 | 1,27 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 173 | 13 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 30 | 2 | ||||||
| 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 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 7.964 | 28,00 | 615 | 26,86 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 8.778 | 677 | ||||||
| 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 | |||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 2.916 | 0,59 | 225 | 0,00 | ||||
| 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 | ||||
| 2026-02-05 | 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 | ||||
| 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 | ||||
| 2026-02-10 | 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 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3.951 | -0,80 | 305 | -1,94 | ||||
| 2026-01-27 | 13F | Revisor Wealth Management LLC | 30.303 | -5,80 | 2.352 | -5,96 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 595 | -25,25 | 46 | -25,81 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 2.739 | 211 | ||||||
| 2026-01-27 | 13F | Human Investing LLC | 262.127 | 4,78 | 20.414 | 4,50 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 12.535 | -5,93 | 967 | -6,75 | ||||
| 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 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 14.672 | 1.143 | ||||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 1.091 | 0,00 | 85 | -1,18 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 56.514 | 20,07 | 4.401 | 19,76 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 63.350 | 4.889 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 456.340 | 0,00 | 36 | 0,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 1.051.434 | 76,80 | 81.886 | 76,33 | ||||
| 2026-02-02 | 13F | Sunesis Advisors, LLC | 85.526 | 3,11 | 6.661 | 2,83 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 25.436 | 35,03 | 1.981 | 34,69 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 3.684 | 12,94 | 284 | 11,81 | ||||
| 2026-01-27 | 13F | PFG Advisors | 71.702 | 15,93 | 5.584 | 15,63 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 243.068 | 6,60 | 18.930 | 6,31 | ||||
| 2026-02-04 | 13F | Nwam Llc | 145.922 | 10,04 | 11.365 | 9,55 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 11.333 | 9,82 | 883 | 9,57 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 657 | 118,27 | 51 | 121,74 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 614.849 | 7,35 | 47.454 | 6,39 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 64.487 | 2,31 | 5.036 | 3,30 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 2.165 | 167 | ||||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 12.878 | -2,40 | 1.003 | -2,72 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 3.672 | -0,27 | 283 | -1,05 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 405 | 0,00 | 31 | 0,00 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 17.116 | 9,66 | 1.321 | 8,72 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 12.614 | -2,13 | 974 | -2,99 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 372 | 0,00 | 29 | -3,45 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 4.765 | 0,00 | 371 | -0,27 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 11.180 | -1,79 | 871 | -2,03 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 458.065 | 2,95 | 35.770 | 3,95 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 13.569 | 23,93 | 866 | 1,29 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 6.990 | 0,47 | 539 | -0,37 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Mustard Seed Financial, LLC | 127.134 | -1,26 | 9.901 | -1,52 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | McAdam, LLC | 7.692 | 10,45 | 599 | 10,31 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 52.284 | -12,03 | 4.072 | -12,28 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 356.496 | 5,61 | 27.764 | 5,32 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 375 | 0,00 | 29 | 0,00 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 40.206 | 22,06 | 3.103 | 20,97 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 8.553 | 2,68 | 660 | 1,85 | ||||
| 2026-04-24 | 13F | Twin City Private Wealth, Llc | 2.172 | 0,18 | 168 | -0,60 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 15.234 | -12,66 | 1 | 0,00 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 36.001 | 2,20 | 2.779 | 1,28 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 38.716 | 2,03 | 2.988 | 1,12 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 17.480 | 0,32 | 1.361 | 0,07 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Caldwell Trust Co | 19.350 | 18,64 | 1.493 | 17,56 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 31.613 | -1,41 | 2.462 | -1,64 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 3.347 | 0,00 | 261 | -0,38 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 3.250 | -9,60 | 251 | -10,39 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 481.986 | 3,67 | 37.200 | 2,74 | ||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 11.580 | -8,99 | 902 | -9,26 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 368.287 | -3,50 | 28.424 | -4,37 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 102.397 | 0,14 | 7.975 | -0,14 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 175.132 | -36,68 | 13.639 | -36,84 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 8.546 | 4,59 | 666 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 13.367 | 99,99 | 1.032 | 98,27 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 3.316 | 0,00 | 258 | 0,00 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 9.712 | 0,53 | 750 | -0,40 | ||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 53.609 | -1,35 | 4.138 | -2,24 | ||||
| 2026-01-20 | 13F | Meridian Investment Counsel Inc. | 2.593 | 0,00 | 202 | -0,50 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 451.853 | -2,15 | 35.190 | -2,42 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 27.277 | -7,64 | 2.105 | -8,48 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 301.153 | 1,33 | 23.454 | 1,06 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 175 | 0,00 | 14 | 0,00 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 10.208 | 0,16 | 788 | -0,76 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 8.799 | 11,06 | 1 | |||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 10.411 | 63,95 | 811 | 63,64 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 2.853 | 0,42 | 223 | 0,00 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 72 | 3.500,00 | 6 | |||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 67.689 | 0,00 | 5.305 | 0,00 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 42.920 | 0,00 | 3.343 | -0,27 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 10.271 | 1 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 25.526.720 | 5,15 | 1.988.021 | 4,87 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 276.995 | 11,02 | 21.378 | 10,03 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 11.535 | 901 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 1.100 | 33,98 | 85 | 33,33 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 182 | 0,00 | 14 | 0,00 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 1.398.337 | 5,44 | 108.903 | 5,16 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Forefront Wealth Management Inc. | 5.299 | 49,77 | 413 | 49,28 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 53.292 | 3,60 | 4.107 | 2,70 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 640.986 | 15,54 | 49.458 | 14,48 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.364.610 | 2,55 | 106.276 | 2,28 | ||||
| 2026-02-17 | 13F | Aureus Asset Management, LLC | 43.775 | -0,32 | 3.409 | -0,58 | ||||
| 2026-01-28 | 13F | Harbour Trust & Investment Management Co | 59.681 | 0,54 | 4.648 | 0,26 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 48 | 0,00 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 88.124 | 13,05 | 6.801 | 12,04 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 312 | 24 | ||||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 6 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 104.013 | 0,13 | 8.101 | -0,14 | ||||
| 2026-02-12 | 13F | Sfam, Llc | 210 | 16 | ||||||
| 2026-01-14 | 13F | Brewster Financial Planning LLC | 281.086 | 3,28 | 21.891 | 3,00 | ||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 86.376 | 7,11 | 7 | 0,00 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 88.248 | -25,20 | 6.811 | -25,88 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 23.976 | 8,42 | 1.867 | 8,17 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 89.113 | 30,58 | 6.878 | 29,41 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 15.134 | -1,05 | 1.182 | -1,09 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 627.777 | 8,20 | 48 | 6,67 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 85.614 | 0,41 | 6.668 | 1,11 | ||||
| 2026-02-03 | 13F | Sterling Investment Management, Inc. | 37.618 | -2,38 | 2.930 | -2,66 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 3.992 | 6,88 | 311 | 6,53 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3.261 | 0,00 | 252 | -0,79 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 61 | 1,67 | 5 | 0,00 | ||||
| 2026-01-29 | 13F | Carmel Capital Partners, LLC | 11.470 | -1,45 | 893 | -1,65 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 182.463 | 8,71 | 14.082 | 7,73 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Dakota Wealth Management | 3.799 | 10,92 | 296 | 10,49 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 84.986 | 5,06 | 6.619 | 4,01 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 269.478 | 0,99 | 21 | 0,00 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 106.848 | 8.323 | ||||||
| 2026-01-21 | 13F | Bank Of Stockton | 45.504 | -48,63 | 3.544 | -48,77 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 202.302 | 5,10 | 15.709 | 4,79 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 58.601 | 294,19 | 5 | 300,00 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 23.672 | 19,51 | 1.844 | 19,21 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 4.774.764 | 17,09 | 371.859 | 16,77 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 27 | 2 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 2.741 | -7,65 | 212 | -8,66 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 1.335 | 242,31 | 104 | 243,33 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 3.976 | 3,17 | 307 | 2,00 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 295 | -54,33 | 23 | -56,00 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 1.112.851 | 22,24 | 86.669 | 21,91 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 2.460.506 | 16,07 | 191.624 | 15,98 | ||||
| 2025-11-14 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 16.700 | 8,63 | 1.304 | 8,31 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 32.564 | -29,35 | 2.513 | -29,98 | ||||
| 2026-01-26 | 13F | Cypress Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 67.784 | 1,50 | 5.232 | 0,60 | ||||
| 2026-02-11 | 13F | Prudent Man Advisors, LLC | 2.978 | 232 | ||||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 209.032 | 14,28 | 16.282 | 14,00 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 4.507 | 0,20 | 352 | 1,15 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 48 | 0,00 | 4 | 0,00 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 3.970 | -2,86 | 306 | -3,77 | ||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 72.757 | 2,39 | 5.666 | 2,11 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 167.562 | 9,26 | 12.932 | 8,28 | ||||
| 2026-02-10 | 13F | Houlihan Financial Resource Group, Ltd. | 33.617 | 128,22 | 2.618 | 127,57 | ||||
| 2026-01-26 | 13F | Courage Miller Partners, LLC | 12.235 | -0,17 | 953 | -0,52 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 50.896 | 90,43 | 3.975 | 90,46 | ||||
| 2026-02-06 | 13F | Transce3nd, LLC | 30 | 0,00 | 2 | |||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 577 | 0,00 | 45 | 0,00 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 129.890 | -0,11 | 10.116 | -0,38 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 3.988 | 0,68 | 308 | -0,32 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 242.401 | 3,53 | 18.708 | 2,59 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 21.444 | -1,24 | 1.670 | -1,47 | ||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 8.779 | -0,13 | 684 | -0,44 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 91.302 | 1,12 | 7.111 | 0,85 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 17.645 | -3,35 | 1.374 | -3,58 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 5.780 | -15,95 | 450 | -16,20 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 311 | 24 | ||||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 3.675 | 0,00 | 286 | 0,00 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 3.191 | 249 | ||||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 186.865 | -3,54 | 14.553 | -3,79 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 26.484 | 0,34 | 2.063 | 0,05 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 22.169 | 3,84 | 1.711 | 2,95 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 153.276 | 24,49 | 11.937 | 24,15 | ||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 4.841 | 5,95 | 377 | 5,62 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7.455 | -2,11 | 575 | -3,04 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 3.053 | 14,00 | 238 | 13,40 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 18.016 | -0,21 | 1.390 | -1,14 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 3.453 | -1,06 | 266 | -1,85 | ||||
| 2026-02-03 | 13F | Capstone Triton Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | San Luis Wealth Advisors LLC | 100.393 | 7,78 | 7.819 | 7,49 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 321.565 | 25.043 | ||||||
| 2026-02-09 | 13F | Marshall Investment Management, Llc | 3.931 | 306 | ||||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 55.287 | 13,94 | 4.306 | 13,62 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 3.595 | 280 | ||||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 34.098 | -0,84 | 2.623 | -2,31 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 1.169 | 7,94 | 91 | 8,33 | ||||
| 2026-04-15 | 13F | City Holding Co | 91 | 7 | ||||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 6.549 | 0,00 | 510 | -0,20 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 243.238 | 6,16 | 18.943 | 5,87 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 3.830 | -27,90 | 296 | -28,57 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 146.847 | 8,76 | 11.334 | 7,78 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 255.556 | 9,59 | 19.724 | 8,60 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 13.315 | 9,81 | 1.037 | 8,48 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 213 | -87,21 | 17 | -87,69 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 3.219 | 0,25 | 248 | -0,80 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 184.709 | 2,99 | 14.385 | 2,71 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 23.511 | -8,74 | 1.831 | -8,95 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 169.968 | 18,91 | 13.237 | 18,60 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 142 | 11 | ||||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 575 | 0,00 | 45 | 0,00 | ||||
| 2026-02-13 | 13F | Diana Davis Spencer Foundation | 1.426.000 | 0,00 | 111.057 | -0,27 | ||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 135.502 | -0,30 | 10.458 | -1,19 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 13.503 | -4,10 | 1.052 | -4,37 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 6.642.374 | 4,67 | 517.308 | 4,38 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 3.698 | 285 | ||||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 396 | 31 | -99,86 | |||||
| 2025-11-13 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 964 | 28,19 | 0 | |||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 26 | 0,00 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 13.435 | -3,97 | 1.037 | -4,87 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 5.363 | -1,92 | 418 | -2,11 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 34.515 | -93,42 | 2.664 | -93,48 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 3.190 | -58,79 | 248 | -58,94 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 363.653 | 152,64 | 21.607 | 92,22 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 5.050 | 0,00 | 396 | -0,50 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 1.961 | 25,06 | 153 | 24,59 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 33.382 | 17,38 | 2.600 | 17,07 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2.003 | 155 | ||||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 5.435 | -62,37 | 423 | -62,50 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 16.863 | 1.313 | ||||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 38 | 0,00 | 3 | 0,00 | ||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 1.371.991 | 0,52 | 106.851 | 0,25 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 11.479 | 22,34 | 886 | 21,23 | ||||
| 2026-02-06 | 13F | Red Wave Investments LLC | 46.512 | -0,66 | 3.622 | -0,93 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 78.713 | 219,43 | 6.075 | 216,57 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 5.177 | -0,94 | 405 | 0,50 | ||||
| 2026-02-12 | 13F | Pcg Asset Management, Llc | 70.485 | 3,67 | 5.560 | 4,71 | ||||
| 2026-02-11 | 13F | CNB Bank | 577 | 0,00 | 45 | -2,22 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 4.112 | -5,06 | 317 | -5,93 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 15.998 | -3,32 | 1.246 | -3,64 | ||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 34.919 | -13,01 | 2.719 | -13,24 | ||||
| 2025-11-07 | 13F | Studio Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | FC Advisory LLC | 176.092 | 4,05 | 13.591 | 3,11 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 11.236 | 36,43 | 1 | |||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 34.036 | 1,15 | 2.627 | 0,23 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 73.377 | -5,20 | 5.730 | -4,28 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12.876 | 2,57 | 994 | 1,64 | ||||
| 2026-02-03 | 13F | Garner Asset Management Corp | 71 | 6 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3.700.472 | 4,98 | 285.602 | 4,03 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.257 | 4,11 | 330 | 3,45 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 1.004 | 6,36 | ||||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 145.845 | 11.256 | ||||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 241.929 | 4,43 | 18.672 | 3,50 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 9.597 | 0,00 | 741 | -0,94 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 10.933 | 0,88 | 851 | 0,59 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 470.024 | 7,45 | 36.605 | 7,16 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 145.840 | 11.358 | ||||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 597.218 | 3,80 | 46.511 | 3,52 | ||||
| 2026-02-13 | 13F | Barclays Plc | 62.714 | 0,00 | 4.884 | -0,27 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 16.218 | -6,78 | 1.263 | -4,89 | ||||
| 2026-02-23 | 13F | Sonoma Allocations LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 92.643 | 7,03 | 7.150 | 6,07 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 6.121 | 11,60 | 472 | 10,54 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 27.489 | -2,99 | 2.122 | -3,85 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 110.974 | 1,90 | 8.643 | 1,62 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 803 | 55,92 | 62 | 52,50 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 87.756 | 9,98 | 6.773 | 9,00 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 25.945 | -2,34 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 1.734 | -43,57 | 135 | -43,75 | ||||
| 2026-02-11 | 13F | Teachers Insurance & Annuity Association Of America | 770 | 60 | ||||||
| 2026-02-17 | 13F | Prostatis Group LLC | 63.535 | -0,56 | 4.948 | -0,82 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 7.738 | -3,02 | 603 | -3,37 | ||||
| 2026-02-10 | 13F | Bruce G. Allen Investments, LLC | 6.322 | 1,38 | 492 | 1,23 | ||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 13.925 | -8,96 | 1.085 | -9,21 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 4.514 | 0,00 | 348 | -0,85 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 393.184 | 12,46 | 30.621 | 12,16 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Manchester Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Northstar Group, Inc. | 4.590 | 0,00 | 357 | -0,28 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 28 | 0,00 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 8.249 | -0,01 | 637 | -0,93 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 634.422 | 5,87 | 49.408 | 5,58 | ||||
| 2026-01-26 | 13F | Bcm Advisors, Llc | 1.317.798 | 0,10 | 102.551 | -1,17 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 83.854 | 2,20 | 6.472 | 1,28 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 4.345 | -11,78 | 338 | -11,98 | ||||
| 2026-01-21 | 13F | South Shore Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | New Hampshire Trust | 88.770 | 12,60 | 6.851 | 11,58 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 1.106 | 0,00 | 86 | 0,00 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 43.661 | 9,95 | 3.370 | 8,96 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 173.884 | 46,84 | 13.420 | 45,52 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 6 | 237 | ||||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 4 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 11.486 | 0,00 | 886 | -0,89 | ||||
| 2026-02-12 | 13F | Hardworking Capital Advisors, LLC | 2.719 | 212 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 4.534 | -0,29 | 350 | -1,69 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 8.025 | -15,37 | 619 | -16,12 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 5.482 | 0,00 | 423 | -0,70 | ||||
| 2026-02-02 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 42.664 | 3.323 | ||||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 16.508 | 12,44 | 1.286 | 12,13 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 39.324 | 3,83 | 3.063 | 3,55 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 281 | 22 | ||||||
| 2026-02-12 | 13F | StoneX Group Inc. | 66.523 | 4,42 | 5.181 | 4,14 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 411 | 32 | ||||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 530.941 | 680.593,59 | 41.313 | 688.433,33 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 35.669 | 3,60 | 2.753 | 2,65 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 41.168 | -0,04 | 3.177 | -0,94 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 3.604 | 0,00 | 278 | -0,71 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 346.701 | 17,03 | 26.758 | 15,98 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 346 | 0,00 | 27 | -3,70 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 8.635.792 | 42,22 | 672.555 | 43,22 | ||||
| 2026-02-10 | 13F | Latko Wealth Management, Ltd. | 8.095 | -2,96 | 630 | -3,23 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 7.692 | 15,81 | 594 | 14,70 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 16.837.768 | -14,03 | 1.311.325 | -14,26 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 341 | 0,00 | 27 | 0,00 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 43.420 | 5,87 | 3.351 | 4,92 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 1.620 | 126 | ||||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 1.000 | 19.900,00 | 78 | |||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 5.576 | 0,92 | 430 | 0,00 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 39.608 | -3,85 | 3.085 | -4,10 | ||||
| 2026-02-13 | 13F | St. Nicholas Private Asset Management, Inc | 3.189 | 12,57 | 248 | 12,22 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 9.013 | 702 | ||||||
| 2026-01-27 | 13F | Stephenson & Company, Inc. | 142.056 | 3,41 | 11.063 | 3,13 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 5.300 | 0,00 | 413 | -0,24 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 127.137 | -5,34 | 9.901 | -5,59 | ||||
| 2026-02-17 | 13F | New England Asset Management Inc | 75 | 0,00 | 6 | 0,00 | ||||
| 2026-01-28 | 13F | Cambridge Capital Management, Llc | 213.907 | 5,75 | 16.659 | 5,46 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 11.798 | 56,78 | 920 | 57,00 | ||||
| 2026-02-02 | 13F | Windward Private Wealth Management Inc. | 314.464 | 0,32 | 24.490 | 0,05 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 16.379 | 0,00 | 1.276 | -0,31 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 2.923 | -0,07 | 226 | -0,88 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 17.456 | -0,37 | 1.347 | -1,25 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 484 | 0,00 | 38 | 0,00 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 47.278 | 145,73 | 3.682 | 145,14 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 7.965 | -2,65 | 620 | -2,82 | ||||
| 2026-02-10 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 244.006 | 4,47 | 19.003 | 4,19 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 32.488 | 114,97 | 2.507 | 113,00 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 356.107 | 24,83 | 27.484 | 23,71 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 488.685 | -3,13 | 38.059 | -3,14 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 3.530 | 0,00 | 272 | -0,73 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 26 | -96,33 | 2 | -96,30 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 14.507 | -2,55 | 1.120 | -3,45 | ||||
| 2026-04-16 | 13F | Friday Financial | 3.113 | 0,00 | 240 | -0,83 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 9.111 | 0,67 | 701 | -0,57 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 6.431 | 1,15 | 501 | 0,81 | ||||
| 2026-04-24 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 492.744 | 1,80 | 38.089 | 1,19 | ||||
| 2026-01-23 | 13F | Split Rock Private Trading & Wealth Management, LLC | 4.448 | 346 | ||||||
| 2026-01-27 | 13F | Busey Wealth Management | 18.685 | 3,89 | 1.455 | 3,63 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 41.661 | 28,14 | 3.245 | 27,82 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 155 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Betterment LLC | 304.192 | 7,85 | 24 | 4,55 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 44.639 | 8,26 | 3.445 | 7,29 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 157.525 | -3,30 | 12.268 | -3,56 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 8.249 | 0,07 | 637 | -0,78 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 1.716.738 | 0,00 | 133.700 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 15.312 | 10,84 | 1.193 | 10,58 | ||||
| 2026-02-11 | 13F | Private Management Group Inc | 5.449 | 0,00 | 424 | -0,24 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 6 | -93,41 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 3.117 | 0,65 | 243 | 0,41 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 129.737 | 16,01 | 10.013 | 14,97 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 11.377 | 11,32 | 886 | 11,03 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 6.069 | -12,56 | 473 | -12,92 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 139.616 | 120,17 | 10.873 | 119,61 | ||||
| 2026-02-13 | 13F | Strathmore Capital Advisors, Inc. | 4.720 | -8,40 | 368 | -8,71 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 48.977 | 6,52 | 3.780 | 5,56 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 212.214 | 13,77 | 16.527 | 13,46 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 25.582 | -1,91 | 1.974 | -2,81 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 1.681 | 583,33 | 131 | 584,21 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 237.572 | -5,00 | 18.502 | -5,25 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 61.604 | 182,50 | 4.798 | 181,84 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 14.266 | 19,28 | 1.101 | 18,26 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 90 | 0,00 | 7 | 0,00 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 10.002 | 779 |
