Grundlæggende statistik
| Institutionelle ejere | 1149 total, 1148 long only, 1 short only, 0 long/short - change of 7,58% MRQ |
| Gennemsnitlig porteføljeallokering | 3.6223 % - change of -1,23% MRQ |
| Institutionelle aktier (lange) | 811.375.781 (ex 13D/G) - change of 34,34MM shares 4,42% MRQ |
| Institutionel værdi (lang) | $ 31.431.304 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (US:DFAC) har 1149 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 811,375,781 aktier. Største aktionærer omfatter Mercer Global Advisors Inc /adv, Colony Group, LLC, Forum Financial Management, LP, LPL Financial LLC, Buckingham Strategic Partners, Apella Capital, LLC, Greenspring Advisors, LLC, Envestnet Asset Management Inc, Rockwood Wealth Management, LLC, and Plancorp, LLC .
Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (ARCA:DFAC) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 27, 2026 is 38,01 / share. Previously, on March 28, 2025, the share price was 32,80 / share. This represents an increase of 15,88% 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
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-02 | 13F | Fifth Third Bancorp | 47.196 | -1,83 | 1.868 | 0,76 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 978.602 | 2,28 | 38.743 | 4,98 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.311 | 91 | ||||||
| 2026-01-26 | 13F | Quarry Hill Advisors, Llc | 796.184 | 5,02 | 31.521 | 7,79 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 7.167 | 0,00 | 284 | 2,54 | ||||
| 2026-02-11 | 13F | Wharton Business Group, LLC | 30.402 | 0,00 | 1.204 | 2,65 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 284.441 | -2,61 | 11.261 | -0,04 | ||||
| 2025-10-08 | 13F | Sheets Smith Investment Management | 5.508 | 212 | ||||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 27 | 0,00 | 1 | 0,00 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 6.862 | 0,20 | 272 | 2,65 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 156.910 | -1,49 | 6.212 | 1,12 | ||||
| 2026-01-20 | 13F | Sheets Smith Wealth Management | 5.649 | 0,23 | 224 | 2,76 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 185.485 | 25,09 | 7.343 | 28,40 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 59.236 | -0,37 | 2.345 | 2,27 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 5.069 | 201 | ||||||
| 2026-01-22 | 13F | Nautilus Advisors LLC | 89.506 | 1,86 | 3.544 | 4,54 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 28.757 | 0,00 | 1.138 | 2,61 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 5.738.089 | -3,39 | 227.171 | -0,84 | ||||
| 2026-02-09 | 13F | Barry Investment Advisors, LLC | 14.528 | 0,14 | 575 | 2,86 | ||||
| 2026-01-21 | 13F | Mayport, Llc | 19.005 | 752 | ||||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 23.185 | -0,37 | 918 | 2,23 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 111.471 | 0,00 | 4.413 | 2,65 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 28.458 | 408,00 | 1.127 | 421,30 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 14.108 | 0,00 | 559 | 2,57 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 27.853 | 7,79 | 1.103 | 10,64 | ||||
| 2026-02-12 | 13F | Trailhead Planners LLC | 26.996 | 1.069 | ||||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 22.603 | 895 | ||||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 234.472 | 0,22 | 9.283 | 2,87 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 22.397 | 5,76 | 887 | 8,58 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 2.606.340 | 6,63 | 103.185 | 9,46 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 366.525 | -0,83 | 14.511 | 1,80 | ||||
| 2026-01-13 | 13F | Scratch Capital Llc | 647.416 | 6,94 | 25.631 | 9,77 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 167.973 | -2,35 | 6.650 | 0,24 | ||||
| 2026-01-26 | 13F | Foster Victor Wealth Advisors, LLC | 17.205 | 0,23 | 700 | 5,11 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 3.225.954 | -0,91 | 127.716 | 1,71 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 41.183 | 1.674 | ||||||
| 2026-01-30 | 13F | Renasant Bank | 25.633 | -8,18 | 1.015 | -5,76 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 4.520.404 | -2,18 | 178.963 | 0,41 | ||||
| 2026-02-05 | 13F | Kane Co Wealth Management, Inc. | 483.347 | 19.136 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 313.313 | -3,64 | 12.404 | -1,08 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 57.012 | 23,17 | 2.257 | 26,44 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 26.442 | 0,00 | 1.047 | 2,65 | ||||
| 2026-01-12 | 13F | Optivise Advisory Services LLC | 6.197 | 0,00 | 245 | 2,51 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 123.326 | -0,47 | 4.882 | 2,16 | ||||
| 2026-02-13 | 13F | Selby Wealth Management, LLC | 6.301 | 249 | ||||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 2.964 | 117 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 51.113 | -51,56 | 2.024 | -50,28 | ||||
| 2026-01-07 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 4.365.195 | 115,33 | 176.747 | 126,04 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 287.195 | -11,90 | 11.370 | -9,56 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 16.996 | 0,23 | 673 | 2,75 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 8.414 | -3,03 | 338 | 0,60 | ||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 3.337.061 | 132.114 | ||||||
| 2026-02-11 | 13F | Conquis Financial Llc | 263.702 | 30,02 | 10.440 | 33,46 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 8.024.961 | 8,61 | 317.708 | 11,48 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 26.774 | -1,48 | 1.060 | 1,05 | ||||
| 2026-01-16 | 13F | Five Oceans Advisors | 375.157 | 0,44 | 14.852 | 3,10 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 111.588 | -1,74 | 4.418 | 0,84 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.686 | 502 | ||||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 207 | 0,00 | 8 | 14,29 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 2.363 | 0,00 | 94 | 2,20 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 5.963.230 | 2,41 | 236.084 | 5,11 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 274 | 11 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 11.581 | 0,04 | 459 | 2,69 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 8.560 | 0,04 | 339 | 2,42 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 16.216 | 0,00 | 642 | 2,56 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 56.969 | 9,50 | 2.255 | 12,41 | ||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 109.918 | -1,66 | 4.352 | 0,93 | ||||
| 2026-01-14 | 13F | Wolfstich Capital, LLC | 738.437 | 83,92 | 29.235 | 88,79 | ||||
| 2026-01-07 | 13F | Sandbox Financial Partners, LLC | 7.503 | 0,23 | 297 | 3,13 | ||||
| 2026-01-14 | 13F | Romano Brothers And Company | 8.832 | 0,00 | 350 | 2,65 | ||||
| 2026-02-03 | 13F | Ridgeline Wealth Planning, LLC | 9.232 | 0,00 | 365 | 2,53 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 120.355 | 20,60 | 4.765 | 23,80 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 2.383.883 | 59,07 | 94.378 | 82,06 | ||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 10.148 | 402 | ||||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 3.333 | 0,00 | 132 | 2,34 | ||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 3.572 | 141 | ||||||
| 2026-01-29 | 13F | Quent Capital, LLC | 1.935 | 677,11 | 77 | 744,44 | ||||
| 2026-03-26 | 13F | Merited Wealth, LLC | 69.325 | 2.745 | ||||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 21.326 | -4,67 | 844 | -2,09 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 18.044 | 714 | ||||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 1.032.480 | 27,27 | 40.876 | 30,64 | ||||
| 2026-02-12 | 13F | Betterment LLC | 3.271.394 | 3,32 | 130 | 5,74 | ||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 64.802 | -10,40 | 2.565 | -8,03 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 804.494 | -4,75 | 31.850 | -2,23 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 17.530 | 694 | ||||||
| 2026-02-03 | 13F | Mokosak Advisory Group, LLC | 8.600 | 0,22 | 340 | 3,03 | ||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 10.316 | 408 | ||||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 220.019 | 0,06 | 8.711 | 2,70 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 334 | 13 | ||||||
| 2026-01-23 | 13F | Vested Financial Planning, LLC | 982.386 | 0,66 | 38.893 | 3,32 | ||||
| 2026-01-26 | 13F | BlueSky Wealth Advisors, LLC | 163.179 | 0,00 | 6.460 | 2,65 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 85.187 | -4,33 | 3.373 | -1,81 | ||||
| 2026-02-19 | 13F | Lexington Hill Partners, LLC | 49.667 | 1.966 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 690.258 | -5,91 | 27.327 | -3,42 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 4.722 | 0,00 | 187 | 2,20 | ||||
| 2026-02-24 | 13F | DiPaolo Financial Group, Inc. | 7.160 | 283 | ||||||
| 2026-01-12 | 13F | Archer Investment Management, LLC | 38.343 | -20,29 | 1.518 | -18,22 | ||||
| 2026-01-14 | 13F | Clarus Wealth Advisors | 4.988 | 203 | ||||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 24.193 | 0,00 | 958 | 2,57 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 233.846 | 0,00 | 9.258 | 2,64 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 24.325 | 938 | ||||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 119.626 | -1,66 | 4.736 | 0,94 | ||||
| 2026-01-12 | 13F | Quantum Financial Advisors, LLC | 35.487 | 0,00 | 1.405 | 2,63 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 139.698 | -3,54 | 5.531 | -0,98 | ||||
| 2026-02-10 | 13F | Cravens & Co Advisors, LLC | 411.210 | 1,98 | 16.716 | 7,48 | ||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 252 | 0,00 | 10 | 0,00 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 6.430 | 0,00 | 255 | 2,42 | ||||
| 2026-01-08 | 13F | Hutchens & Kramer Investment Management Group, LLC | 542.967 | -2,37 | 21.496 | 0,21 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Creative Planning | 2.417.020 | 3,16 | 95.690 | 5,89 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 3.087 | 0,00 | 122 | 2,52 | ||||
| 2026-01-30 | 13F | Levin Capital Strategies, L.p. | 5.250 | 0,00 | 208 | 2,48 | ||||
| 2026-02-12 | 13F | Keystone Financial Services | 20.070 | -8,50 | 795 | -6,15 | ||||
| 2026-01-12 | 13F | Physician Wealth Solutions Inc. | 170.275 | -17,65 | 6.741 | -15,46 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 4.380 | 0,00 | 173 | 20,14 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 239.321 | 5,63 | 9.475 | 8,42 | ||||
| 2026-01-12 | 13F | Beacon Financial Strategies CORP | 790.195 | 0,00 | 31.284 | 2,64 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 60 | -37,50 | 2 | -33,33 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 12.529 | 13,81 | 496 | 16,16 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 63.797 | 2,07 | 2.526 | 4,77 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 410.039 | -2,08 | 16 | 0,00 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 6.509 | 0,00 | 265 | 5,18 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 55.264 | -5,49 | 2.188 | -3,02 | ||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 2.121.369 | 3,51 | 83.985 | 6,25 | ||||
| 2026-02-02 | 13F | CX Institutional | 6.636 | 8,34 | 0 | |||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 10.273 | 0,00 | 407 | 2,53 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 5.446 | 0,00 | 216 | 2,38 | ||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 162.156 | -55,12 | 6.420 | -57,26 | ||||
| 2026-02-03 | 13F | Parker Financial LLC | 945.085 | -1,13 | 37.416 | 1,48 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 2.054.917 | -0,93 | 81.354 | 1,69 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 12.129 | -8,46 | 480 | -6,07 | ||||
| 2026-02-03 | 13F | Morton Capital Management LLC/CA | 1.418.804 | 4,35 | 56.170 | 7,11 | ||||
| 2026-01-14 | 13F | Wealthcare Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 669.772 | 8,88 | 26.516 | 11,76 | ||||
| 2026-01-28 | 13F | Rockingstone Advisors LLC | 14.471 | 0,00 | 573 | 2,51 | ||||
| 2025-11-12 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 93.174 | -2,64 | 3.689 | -0,08 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 94.836 | 3.755 | ||||||
| 2026-02-12 | 13F | Valley Forge Investment Consultants Inc Adv | 39.579 | 0,00 | 1.567 | 2,62 | ||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 8.043 | 0,00 | 318 | 2,58 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Legacy Private Trust Co. | 8.469 | 335 | ||||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 143.274 | -43,28 | 5.672 | -41,78 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 7.461 | 0,13 | 295 | 2,79 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 1.364.046 | -1,40 | 54.003 | 1,20 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 12.577 | 0,14 | 498 | 2,69 | ||||
| 2025-11-14 | 13F | Knightsbridge Asset Management, Llc | 129.530 | -60,74 | 4.996 | -57,76 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 16.918 | 670 | ||||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 277.720 | 2,65 | 10.995 | 5,37 | ||||
| 2026-02-13 | 13F | Garrison Point Advisors, Llc | 10.747 | 0,00 | 425 | 2,66 | ||||
| 2026-01-27 | 13F | Arnold Financial Planning LLC | 203.159 | 8.043 | ||||||
| 2026-02-09 | 13F | Solutions 4 Wealth, Ltd | 27.550 | 15,36 | 1.091 | 18,35 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 5.623 | 0,00 | 223 | 2,78 | ||||
| 2026-02-03 | 13F | Heffernan Advisory, Inc | 255.100 | 10.099 | ||||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 49.580 | 0,02 | 1.963 | 2,67 | ||||
| 2026-02-09 | 13F | Twin Cities Retirement Group LLC | 125.454 | 4.967 | ||||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 899.072 | 2,76 | 35.594 | 5,48 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 100 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 780.809 | 75,75 | 30.912 | 80,39 | ||||
| 2026-01-29 | 13F | Retirement Solution Inc. | 622.843 | 8,15 | 24.658 | 11,01 | ||||
| 2026-01-14 | 13F | Kaufman Rossin Wealth, LLC | 168.990 | -1,01 | 6.690 | 1,61 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 79.607 | -73,12 | 3.152 | -72,41 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 24.499 | 970 | ||||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 301.378 | -27,48 | 11.932 | -25,57 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 9.734 | 385 | ||||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 43.389 | 12,56 | 1.529 | 2,89 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 1.094.430 | 0,68 | 43.328 | 3,34 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 724.680 | -0,74 | 28.690 | 1,89 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 7.480 | 17,35 | 296 | 20,82 | ||||
| 2026-02-12 | 13F | Pollock Investment Advisors, LLC | 359.703 | 123,46 | 14.241 | 129,38 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 487.307 | 8,18 | 19.292 | 11,05 | ||||
| 2026-01-08 | 13F | Threadgill Financial, Llc | 15.705 | 0,00 | 622 | 2,64 | ||||
| 2026-02-12 | 13F | Vistica Wealth Advisors, LLC | 535.865 | 21.215 | ||||||
| 2026-02-13 | 13F | Entrewealth, Llc | 128.044 | -8,74 | 5.287 | -2,31 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 64.523 | 0,00 | 2.554 | 2,65 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 38.593 | 0,00 | 1.528 | 2,62 | ||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 1.157.544 | -1,32 | 45.827 | 1,29 | ||||
| 2026-01-15 | 13F | ERn Financial, LLC | 27.877 | -0,44 | 1.104 | 2,22 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 2.749.527 | 7,45 | 108.854 | 10,30 | ||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 93.931 | 0,05 | 3.719 | 2,68 | ||||
| 2026-02-12 | 13F | WealthSpring Partners, LLC | 286.312 | -42,51 | 11.335 | -13,13 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 4.789.246 | 3,65 | 189.606 | 6,39 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 737.116 | 9,60 | 29 | 16,00 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 394.043 | 2.691,27 | 16 | |||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 106.985 | -32,74 | 4.236 | -30,96 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 221.929 | 9,42 | 8.786 | 12,32 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 56.620 | 1,46 | 2.242 | 4,14 | ||||
| 2026-01-22 | 13F | Ridgecrest Wealth Partners, Llc | 6.544 | 0,00 | 259 | 2,78 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 16.169 | 0,00 | 640 | 2,73 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 135.208 | 4,93 | 5.353 | 7,71 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 6.500.481 | 62,57 | 257.354 | 66,87 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 31 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 969.697 | 3,81 | 38.390 | 7,67 | ||||
| 2026-01-07 | 13F | Significant Wealth Partners LLC | 9.752 | 0,00 | 386 | 2,66 | ||||
| 2026-01-22 | 13F | Yoder Wealth Management, Inc. | 13.407 | -36,18 | 531 | -34,57 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 3.726.135 | 7,96 | 147.518 | 10,82 | ||||
| 2026-02-09 | 13F | Murphy Pohlad Asset Management LLC | 22.504 | 0,00 | 891 | 2,65 | ||||
| 2026-01-20 | 13F | HMV Wealth Advisors, LLC | 176.310 | -2,18 | 6.980 | 0,42 | ||||
| 2026-01-07 | 13F | Marotta Asset Management | 10.210 | 0,00 | 404 | 2,54 | ||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 9.455 | 0,00 | 374 | 2,75 | ||||
| 2026-02-11 | 13F | Babb Wealth Advisors LLC | 815.566 | 10,77 | 32.288 | 13,70 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 27.667 | 13,74 | 1.095 | 16,74 | ||||
| 2026-01-16 | 13F | Bay Capital Advisors, LLC | 17.310 | 0,08 | 685 | 2,70 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 71.746 | 90,10 | 2.840 | 95,19 | ||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 72.158 | 0,00 | 2.857 | 2,62 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 139.229 | 17,08 | 5.512 | 20,19 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 63.973 | -7,69 | 2.533 | -5,27 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 31.119 | 0,03 | 1.232 | 2,75 | ||||
| 2026-01-08 | 13F | Sar Wealth Management Group, Llc | 20.573 | 0,23 | 814 | 2,91 | ||||
| 2026-02-13 | 13F | Eaton-Cambridge Inc. | 2.554.389 | 1,53 | 101.128 | 4,22 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 267.062 | 10.573 | ||||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 25.646 | 0,00 | 1.015 | 2,22 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 145.945 | 5,14 | 5.778 | 7,90 | ||||
| 2026-01-26 | 13F | Hassell Wealth Management, LLC | 333.783 | -4,85 | 13.582 | 0,38 | ||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 104.312 | -0,61 | 4.130 | 2,03 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 12.500 | -9,27 | 495 | -6,97 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 2.582.955 | 1,21 | 102.259 | 3,88 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 6.959 | 276 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 579.442 | -2,52 | 22.940 | 0,06 | ||||
| 2025-10-06 | 13F | Von Berge Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 12.013 | 476 | ||||||
| 2026-01-29 | 13F | Verisail Partners, LLC | 2.170.862 | -0,28 | 85.944 | 2,35 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 466.734 | -2,12 | 18.478 | 0,47 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 14.598 | 578 | ||||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 2.085.651 | 2,85 | 82.571 | 5,57 | ||||
| 2026-01-08 | 13F | Financial Management Network Inc | 7.700 | 0,00 | 306 | 2,34 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 741.779 | -2,22 | 29.367 | 0,37 | ||||
| 2026-01-14 | 13F | Embree Financial Group | 6.837 | 0,00 | 271 | 2,66 | ||||
| 2026-02-05 | 13F | Berman McAleer LLC | 9.260 | 0,00 | 367 | 2,52 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 1.175.254 | 6,40 | 45.330 | 14,50 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 7.176 | 0,00 | 284 | 2,90 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 33.936 | 50,10 | 1.388 | 59,06 | ||||
| 2026-01-29 | 13F | Aspen Capital Management, LLC | 1.375.265 | 5,95 | 54.447 | 8,75 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 15.939.127 | 42,78 | 631.030 | 46,49 | ||||
| 2026-01-09 | 13F | Aurelius Family Office LLC | 708.356 | -1,23 | 28.440 | 2,82 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 1.501 | 0 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 2.484.271 | -20,24 | 98.352 | -18,13 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 50.771 | -1,23 | 2.010 | 1,41 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 251.213 | -5,54 | 9.946 | -3,04 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 2.855 | 0,00 | 113 | 2,73 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 14.608 | 5,15 | 578 | 8,04 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 1.007 | 0,00 | 40 | 2,63 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 1.380.842 | -2,44 | 54.668 | 0,14 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 33.097 | 1.310 | ||||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 22.372 | 0,00 | 886 | 2,67 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 595.143 | 2,16 | 24 | 4,55 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 87.036 | -0,00 | 3.446 | 2,62 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 89.078 | 0,00 | 3.448 | 0,35 | ||||
| 2026-01-23 | 13F | Warburton Capital Management, LLC | 2.033.971 | -0,06 | 81 | 2,56 | ||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 1.580.617 | 3,86 | 62.577 | 6,61 | ||||
| 2025-10-07 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 8.207 | 0,23 | 325 | 2,86 | ||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 554.892 | -0,77 | 21.968 | 1,85 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 50 | 0,00 | 2 | 0,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 25.725 | 210,39 | 1.018 | 219,12 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 36.795 | 0,00 | 1.457 | 2,61 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 975 | 0,00 | 39 | 2,70 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 2.558.844 | -16,44 | 101.305 | -14,24 | ||||
| 2026-01-27 | 13F | Vestia Personal Wealth Advisors | 453.922 | 7,38 | 18.050 | 12,95 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 5.516 | 0,00 | 218 | 2,83 | ||||
| 2026-02-05 | 13F | Lynx Investment Advisory | 6.730 | 0,06 | 266 | 2,70 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 766.407 | 1,79 | 30.342 | 4,49 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 203.989 | -0,02 | 8.076 | 2,62 | ||||
| 2026-03-02 | 13F | Cogent Strategic Wealth Llc | 533.715 | 21.679 | ||||||
| 2026-02-12 | 13F | Keel Point, LLC | 21.179 | -2,40 | 838 | 0,24 | ||||
| 2026-02-03 | 13F | Baker Boyer National Bank | 1.787.342 | -1,22 | 70.761 | 1,39 | ||||
| 2026-02-05 | 13F | BluePrint Investing LLC | 111.626 | 4.419 | ||||||
| 2026-01-16 | 13F | Claris Advisors, Llc / Mo / | 1.647.505 | -1,41 | 65.225 | 8,91 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 1.042.266 | 71,87 | 41.263 | 76,41 | ||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 749.732 | 5,13 | 29.682 | 7,91 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Cypress Point Wealth Management, LLC | 1.306.938 | 3,45 | 51.742 | 6,19 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 10.407 | 0,13 | 412 | 3,00 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 3.965.406 | -3,46 | 156.990 | -0,91 | ||||
| 2026-01-22 | 13F | tru Independence LLC | 508.034 | 5,78 | 20.113 | 8,58 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 9.111.768 | 1,36 | 360.735 | 4,04 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 1.388 | -42,69 | 55 | -41,94 | ||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 100.641 | 3.984 | ||||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 308.747 | 12.223 | ||||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 9.410 | 0,00 | 373 | 2,76 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 6.477 | 0,00 | 0 | |||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 51.862 | 52,38 | 2.053 | 56,48 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 23.816 | 21,83 | 943 | 24,44 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 15.361 | -17,29 | 608 | -15,08 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 827.986 | -1,00 | 32.780 | 1,62 | ||||
| 2026-01-14 | 13F | Pallas Capital Advisors LLC | 74.638 | -1,82 | 2.955 | 0,75 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 128.329 | 3,49 | 5.081 | 6,23 | ||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 51.105 | -4,70 | 2.023 | -2,18 | ||||
| 2026-02-26 | 13F | BDFS Capital LLC | 236.084 | 9.347 | ||||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 8.288 | 0,00 | 328 | 2,82 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 18.685 | -7,39 | 740 | -5,01 | ||||
| 2025-11-04 | 13F | Strategy Asset Managers Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 19.532 | 0,06 | 773 | 2,79 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 16.354 | 125,57 | 444 | 59,14 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 117.345 | 59,32 | 5 | 100,00 | ||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 1.953.753 | 6,63 | 77.349 | 9,46 | ||||
| 2026-01-30 | 13F | Mogy Joel R Investment Counsel Inc | 7.380 | 0,00 | 292 | 2,82 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 8.395 | 0,00 | 332 | 2,79 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 150.513 | -0,22 | 5.959 | 2,41 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 1.528.980 | 1,52 | 60.532 | 4,21 | ||||
| 2026-02-04 | 13F | Nwam Llc | 352.616 | -0,29 | 14.086 | 3,18 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 10.752 | 0,00 | 426 | 2,66 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 4.034 | 0,00 | 160 | 2,58 | ||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 238.023 | 2,42 | 9.423 | 5,13 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 16.692 | 0,05 | 661 | 2,64 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 44.565 | 17,33 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Samalin Investment Counsel, LLC | 82.887 | 4,21 | 3.281 | 6,98 | ||||
| 2025-10-14 | 13F | S.A. Mason LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Oath Planning, LLC | 141.482 | 5.601 | ||||||
| 2026-02-13 | 13F | PCM Encore, LLC | 6.925 | 274 | ||||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 1.261.235 | -0,84 | 49.932 | 1,78 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 10.624 | 421 | ||||||
| 2026-01-23 | 13F | S. R. Schill & Associates | 23.947 | 0,23 | 948 | 2,93 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 7.493 | 0,00 | 301 | 3,45 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 95.395 | -0,17 | 3.777 | 2,47 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 940.985 | 0,24 | 37.254 | 2,89 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 14.050 | -3,04 | 556 | -0,36 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 3.363 | 133 | ||||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 2.654 | 0,00 | 105 | 2,94 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 12.092.107 | -5,84 | 478.727 | -3,35 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 17.172 | 680 | ||||||
| 2026-02-12 | 13F | Rowland & Co Investment Counsel/adv | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 247.106 | -1,05 | 9.783 | 1,57 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 17.820 | 705 | ||||||
| 2026-01-26 | 13F | Austin Wealth Management, LLC | 332.572 | -11,09 | 13.449 | -6,61 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 98.703 | -20,92 | 3.908 | -18,82 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 242 | 10 | ||||||
| 2026-02-02 | 13F | HTG Investment Advisors, Inc. | 852.380 | 5,21 | 33.746 | 7,99 | ||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 4.033.193 | -1,21 | 159.674 | 1,40 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 426.588 | -16,53 | 16.889 | -14,32 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 159.383 | 36,21 | 6.310 | 39,80 | ||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 311.615 | -2,09 | 12.648 | 2,30 | ||||
| 2026-01-28 | 13F | First Financial Group Corp | 154.423 | -4,61 | 6.114 | -2,04 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 14.089 | 0,01 | 558 | 2,58 | ||||
| 2026-01-26 | 13F | Iams Wealth Management, Llc | 9.646 | 0,00 | 382 | 2,42 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 807.793 | -0,17 | 31.981 | 2,47 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 32.346 | -1,84 | 1.281 | 0,79 | ||||
| 2026-01-14 | 13F | Acropolis Investment Management, LLC | 17.233 | 0,00 | 682 | 10,53 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 447.300 | 78,79 | 17.709 | 83,52 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 14.344 | 3,56 | 568 | 6,18 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 7.857 | 0,00 | 311 | 2,64 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 18.809 | 0,13 | 745 | 2,76 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 47.237 | 3,41 | 1.870 | 6,19 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | New Dimensions Wealth Management, LLC | 729.752 | -1,05 | 28.891 | 1,56 | ||||
| 2026-01-08 | 13F | Lincoln Capital LLC | 7.766 | 0,00 | 307 | 1,99 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 1.401 | 0,00 | 55 | 1,85 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 29.800 | -18,53 | 1.180 | -16,38 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 4.512.180 | 131,87 | 178.641 | 138,01 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 12.233 | 0,00 | 498 | 5,52 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 23.430 | 1,89 | 928 | 4,63 | ||||
| 2026-02-05 | 13F | Bedminster, LLC | 10.729 | 425 | ||||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 18.527 | 0,00 | 733 | 2,66 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 15.440 | 0,00 | 596 | 7,59 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 290.006 | -67,64 | 11.481 | -66,78 | ||||
| 2026-01-09 | 13F | BOS Asset Management, LLC | 10.254 | 0,67 | 406 | 3,32 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 36.263 | 253,79 | 0 | |||||
| 2026-01-16 | 13F | Matauro, Llc | 9.906 | 0,23 | 392 | 2,89 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 1.548.995 | 1,97 | 61.325 | 4,66 | ||||
| 2026-01-14 | 13F | Onyx Financial Advisors, LLC | 3.627.314 | 1,06 | 143.605 | 3,73 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 3.605 | 0,00 | 143 | 2,16 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 18.231 | -17,82 | 722 | -15,67 | ||||
| 2026-02-17 | 13F | Momentous Wealth Management, Inc. | 1.044.688 | 24,24 | 41.359 | 27,53 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 89.407 | 10,12 | 3.568 | 13,96 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 26.450 | 0,00 | 1.047 | 2,65 | ||||
| 2026-01-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 3.031.043 | -1,06 | 119.999 | 1,55 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 1.070.079 | -1,00 | 42.364 | 1,62 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 689.181 | 27,61 | 27.285 | 30,98 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 35.127 | 0,00 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Matisse Capital | 9.479 | 0,23 | 375 | 3,02 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 14.010 | 53,97 | 555 | 58,29 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 25.223 | 999 | ||||||
| 2026-01-21 | 13F | Sensenig Capital Advisors, Inc | 390.151 | 15.446 | ||||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 112.300 | 303,00 | 4.446 | 313,87 | ||||
| 2026-01-29 | 13F | High Probability Advisors, LLC | 30.828 | 0,00 | 1.220 | 2,61 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 22.285 | -10,72 | 882 | -8,32 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 45.468 | 7,26 | 2 | 0,00 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 45.878 | 0,23 | 1.816 | 2,89 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 52.196 | 0,06 | 2.066 | 2,73 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 917.707 | 100,95 | 36.332 | 121,98 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4.346.500 | -1,40 | 175.993 | 3,29 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 219.652 | -0,78 | 8.696 | 1,85 | ||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 14.082 | 0,00 | 558 | 2,58 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 734.073 | -37,21 | 29.062 | -35,55 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 2.287.320 | 10,88 | 90.555 | 13,81 | ||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 16.675 | 0,00 | 660 | 2,64 | ||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 676.317 | 26.775 | ||||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 65.077 | -5,54 | 2.576 | -3,05 | ||||
| 2026-01-26 | 13F | Slagle Financial, LLC | 5.465 | 216 | ||||||
| 2026-02-13 | 13F | Burton Enright Welch | 3.678.371 | 4,22 | 145.627 | 6,97 | ||||
| 2026-01-29 | 13F | Porter White Investment Advisors, Inc. | 2.420.584 | -0,68 | 95.831 | 1,95 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Flagship Private Wealth, LLC | 5.500 | 0,00 | 218 | 2,36 | ||||
| 2026-02-04 | 13F | Oxbow Advisors, LLC | 10.907 | 0,00 | 432 | 2,62 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 13.326 | 0,00 | 544 | 5,85 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 33.583 | 1.330 | ||||||
| 2026-01-13 | 13F | Well Done, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | BostonPremier Wealth LLC | 15.278 | 0,23 | 605 | 2,90 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 71.473 | -7,07 | 2.830 | -4,62 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 12.697 | 0,00 | 503 | 2,66 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 11.258 | 0,23 | 446 | 2,77 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 862.871 | -2,09 | 35.050 | 0,99 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 3.490 | -0,74 | 138 | 2,22 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 726.382 | -1,04 | 28.757 | 1,58 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 10.073 | 50,97 | 399 | 54,86 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 7.568 | -1,41 | 300 | 1,01 | ||||
| 2026-01-13 | 13F | Shearwater Capital LLC | 1.692.313 | -0,12 | 66.999 | 2,52 | ||||
| 2026-02-10 | 13F | a16z Perennial Management, L.P. | 26.550 | 0,00 | 1.051 | 2,64 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 41.068.700 | 2,57 | 1.625.910 | 5,29 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 92.480 | 3.661 | ||||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 8.381 | 16,06 | 332 | 19,06 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 30.698 | 1.215 | ||||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 3.000 | 0,00 | 119 | 2,61 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 287.193 | 0,01 | 11.370 | 2,65 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 29.070 | -0,01 | 1.151 | 2,59 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 202.669 | -34,61 | 8.024 | -32,88 | ||||
| 2026-02-06 | 13F | One Degree Advisors Inc | 1.799.272 | 0,60 | 71 | 4,41 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 69.303 | -2,78 | 2.744 | -0,22 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 25.871 | 0,23 | 1.024 | 2,91 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 178.153 | 131,28 | 7.053 | 137,39 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 550.052 | 5,58 | 21.777 | 8,38 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 32.695 | 4,09 | 1.294 | 6,85 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1.806 | 72 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 31.488 | 0,00 | 1.247 | 2,64 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 37.694 | 0,88 | 1.492 | 3,54 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 11.718 | -0,03 | 464 | 3,12 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 332.128 | 1,79 | 13.149 | 3,14 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 9.173 | 0,00 | 363 | 2,83 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 39.057 | 1.546 | ||||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 128.171 | -4,65 | 5.074 | -2,12 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 358 | 14 | ||||||
| 2026-01-26 | 13F | Forteris Wealth Management Inc. | 99.261 | 3.930 | ||||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 5.200 | 206 | ||||||
| 2026-01-09 | 13F | Silver Lake Advisory, LLC | 6.284 | 0,22 | 249 | 2,90 | ||||
| 2026-01-22 | 13F | Fmb Wealth Management | 1.132.662 | 4,69 | 44.842 | 7,46 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 115.487 | -0,81 | 4.572 | 1,33 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 12.410 | -4,24 | 0 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 1.579.638 | 125,94 | 62.538 | 131,92 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 4.641.003 | 1,56 | 183.737 | 4,25 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 65.594 | 0,00 | 2.597 | 2,65 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 2.259.558 | 8,00 | 89.456 | 10,86 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 65.598 | 31,18 | 2.530 | 41,18 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 135.002 | -2,51 | 5.488 | 2,50 | ||||
| 2026-01-08 | 13F | Websterrogers Financial Advisors, Llc | 240.907 | -0,89 | 9.538 | 1,73 | ||||
| 2026-02-13 | 13F | L2 Asset Management, LLC | 73.846 | 2.924 | ||||||
| 2026-01-15 | 13F | Great Waters Wealth Management | 300.851 | 0,54 | 11.911 | 3,20 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 2.308.426 | 3,88 | 91.391 | 6,63 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 5.335.077 | 7,56 | 211.216 | 10,40 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 1.641.700 | -3,43 | 64.995 | -0,88 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 17.909 | 0,00 | 709 | 2,75 | ||||
| 2026-01-30 | 13F | Rachor Investment Advisory Services, LLC | 932.059 | 36.900 | ||||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 588.905 | 6,77 | 23.315 | 8,19 | ||||
| 2026-01-29 | 13F | Approach Retirement Advisors, LLC | 506.806 | 20.064 | ||||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 72.322 | 0,00 | 2.863 | 2,65 | ||||
| 2026-02-09 | 13F | Lathrop Investment Management Corp | 5.502 | 0,00 | 0 | |||||
| 2026-01-16 | 13F | Aspire Private Capital, LLC | 28.118 | -16,05 | 1.113 | -13,79 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 527.299 | -7,37 | 20.876 | -4,92 | ||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 851 | 34 | ||||||
| 2026-01-13 | 13F | Trust Point Inc. | 15.945 | 0,00 | 631 | 2,77 | ||||
| 2026-01-23 | 13F | Investment Advisory Group, LLC | 597.596 | 2,34 | 23.659 | 5,04 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 38.853 | 0,00 | 1.538 | 2,67 | ||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 28.986 | -4,25 | 1.148 | -1,71 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 32.895 | 121,13 | 1.302 | 127,23 | ||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 6.762 | 0,00 | 0 | -100,00 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 11.304 | 0,00 | 448 | 2,76 | ||||
| 2026-01-15 | 13F | Orrstown Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2025-10-16 | 13F | Fortress Wealth Management, Inc. | 36.333 | 4,62 | 1.401 | 12,62 | ||||
| 2026-02-12 | 13F | Pettinga Financial Advisors, LLC | 18.026 | -0,02 | 714 | 2,59 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 20.871 | 0,13 | 826 | 2,86 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 32.100 | 1.271 | |||||
| 2026-02-06 | 13F | Texas Bank & Trust Co | 12.532 | 0,00 | 496 | 2,69 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 169.362 | 59,73 | 6.705 | 63,98 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 7.310 | 0,00 | 289 | 2,85 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 7.071 | 0,00 | 280 | 2,57 | ||||
| 2026-01-27 | 13F | Global Financial Private Client, LLC | 15.544 | 615 | ||||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 52.196 | 0,06 | 2.066 | 2,73 | ||||
| 2026-02-10 | 13F | WASHINGTON TRUST Co | 28.438 | 0,00 | 1.126 | 2,65 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 12.411 | 0,00 | 491 | 2,72 | ||||
| 2026-02-19 | 13F | Professional Financial Solutions Llc /adv | 228.982 | 9.065 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 35.902 | 2,28 | 1.433 | 5,84 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 1.723.318 | -1,19 | 68.226 | 1,42 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 1.887.933 | -2,10 | 74.743 | 0,49 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 57.831 | 0,00 | 2.290 | 2,65 | ||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 3.744.276 | 0,94 | 148.236 | 3,61 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 18.131 | -3,16 | 718 | -0,69 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 28.458 | 1.127 | ||||||
| 2026-01-07 | 13F | Lakeridge Wealth Management LLC | 69.877 | -8,72 | 2.766 | -6,30 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 2.289 | -75,24 | 91 | -74,72 | ||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 18.293 | 724 | ||||||
| 2026-01-27 | 13F | Probity Advisors, Inc. | 38.944 | 0,00 | 1.542 | 2,60 | ||||
| 2026-01-27 | 13F | Klaas Financial Asset Advisors, LLC | 5.711 | -28,30 | 226 | -26,38 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 64.557 | -1,07 | 2.556 | 1,51 | ||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 7.936 | 0,00 | 314 | 2,61 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 163.498 | 2,02 | 6.473 | 4,71 | ||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 946.601 | 0,01 | 37.476 | 2,66 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 4.064.248 | 2,62 | 160.904 | 5,34 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 29.110 | 14,97 | 1.152 | 18,03 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 14.988 | -0,81 | 593 | 1,89 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 1.615.975 | 3,50 | 63.976 | 6,24 | ||||
| 2026-01-12 | 13F | Ryan Investment Management, Inc. | 6.009 | 0,00 | 238 | 2,60 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 18.012 | 0,00 | 713 | 2,74 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 1.907 | 0,00 | 75 | 2,74 | ||||
| 2026-02-10 | 13F | Old Peak Finance LLC | 779.444 | 30.858 | ||||||
| 2026-01-15 | 13F | Arcadia Investment Advisors Llc | 1.738 | 0,00 | 69 | 1,49 | ||||
| 2026-02-11 | 13F | OneAscent Family Office, LLC | 86.678 | 0,23 | 3.432 | 2,88 | ||||
| 2026-01-22 | 13F | Maseco Llp | 1.714.096 | 15,57 | 67.852 | 18,60 | ||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 108.746 | 0,09 | 4.305 | 2,74 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 345.912 | 1,11 | 13.695 | 3,78 | ||||
| 2026-01-14 | 13F | Disciplined Equity Management, Inc. | 39.180 | 7,76 | 1.551 | 10,63 | ||||
| 2026-01-26 | 13F | PDS Planning, Inc | 57.351 | 0,00 | 2.271 | 2,62 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 3.066.683 | -3,36 | 121.410 | -0,80 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 5.461 | -6,02 | 216 | -3,57 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 7.356 | -79,03 | 207 | -83,53 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 46.170 | 0,00 | 1.828 | 2,64 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 1.584.561 | 1,23 | 62.733 | 3,91 | ||||
| 2026-02-03 | 13F | CGC Financial Services, LLC | 1.070 | 0,00 | 42 | 2,44 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 2.588 | 105 | ||||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 19.789 | 128,25 | 783 | 134,43 | ||||
| 2026-01-08 | 13F | Kure Advisory, LLC | 82.055 | -0,20 | 3.249 | 2,43 | ||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 5.508 | 0,00 | 218 | 2,83 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 5.084.210 | 2,42 | 196.098 | 10,22 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 9.207 | 23,83 | 364 | 27,27 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7.299 | -24,28 | 289 | -22,37 | ||||
| 2026-02-17 | 13F | SwitchPoint Financial Planning, LLC | 713.645 | 1,51 | 28.253 | 4,20 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 146.217 | 5.789 | ||||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 104.501 | 5,53 | 4.137 | 8,33 | ||||
| 2026-01-08 | 13F | Sprinkle Financial Consultants LLC | 21.389 | 0,24 | 847 | 2,79 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 10.303 | 0,00 | 417 | 4,51 | ||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 405.767 | 0,11 | 16.064 | 2,76 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 9.977 | -1,49 | 0 | |||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 5.115 | 203 | ||||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 102.898 | -0,91 | 4.074 | 1,70 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 529.844 | 11,70 | 20.977 | 14,65 | ||||
| 2026-02-17 | 13F | Wheels Up Wealth, Inc. | 751.008 | 29.732 | ||||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 391.198 | 1.667,65 | 15.488 | 1.715,59 | ||||
| 2026-03-27 | 13F | rebel Financial LLC | 31.596 | 1.251 | 1,87 | |||||
| 2026-01-23 | 13F | Rfg Holdings, Inc. | 7.521 | 0,00 | 298 | 2,41 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 102.318 | 0,01 | 4.051 | 2,64 | ||||
| 2026-01-05 | 13F | LifeGuide Financial Advisors, LLC | 670.853 | 8,19 | 26.693 | 19,45 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 1.910 | 0,00 | 76 | 2,74 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 687.201 | -2,00 | 27.206 | 0,60 | ||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 424.818 | 16.819 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 43.729 | -1,82 | 1.731 | 0,82 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 330.859 | 13.099 | ||||||
| 2026-02-02 | 13F | Acorn Creek Capital Llc | 8.036 | -55,18 | 318 | -53,98 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 4.848.102 | -2,97 | 191.936 | -0,40 | ||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 149.434 | 0,29 | 5.916 | 2,94 | ||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 678.784 | -1,30 | 23.571 | -11,14 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 1.811.084 | 1.811 | ||||||
| 2026-02-17 | 13F | Pw Advisors, Llc \ Fl | 438.998 | 17.380 | ||||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1.799.605 | -2,40 | 71.246 | 0,18 | ||||
| 2026-01-15 | 13F | Powerhouse Assets LLC | 6.035 | 239 | ||||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 6.190 | 0,77 | 245 | 3,81 | ||||
| 2026-01-14 | 13F | BCO Wealth Management LLC | 854.456 | 4,20 | 33.828 | 6,96 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 89.946 | 27,14 | 3.561 | 31,08 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 2.164 | 0,00 | 86 | 2,41 | ||||
| 2026-01-12 | 13F | Harbor Group, Inc. | 13.337 | -3,50 | 528 | -0,94 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 6.705 | 0,00 | 265 | 2,71 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 474 | 0,21 | 19 | 0,00 | ||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 7.674 | 0,00 | 304 | 2,71 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 28.528 | 50,77 | 1.129 | 54,87 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 299.784 | 12 | ||||||
| 2026-02-17 | 13F | Note Advisors, LLC | 246.533 | 78,85 | 9.999 | 88,09 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 292.990 | -2,59 | 11.599 | -0,02 | ||||
| 2026-01-26 | 13F | CWC Advisors, LLC. | 5.347 | 0,00 | 212 | 2,43 | ||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 27.708 | 0,00 | 1.097 | 2,62 | ||||
| 2026-02-06 | 13F | Keudell/Morrison Wealth Management | 452.125 | 3,28 | 17.900 | 14,09 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 1.905.792 | 4,67 | 75.450 | 7,43 | ||||
| 2026-02-09 | 13F | Sensible Money, LLC | 2.030.499 | 2,82 | 80.387 | 5,53 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 15.957 | -0,64 | 632 | 1,94 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 42.815 | 0,00 | 1.695 | 0,47 | ||||
| 2026-01-15 | 13F | Dixon Fnancial Services, Inc. | 8.726 | 0,00 | 345 | 2,68 | ||||
| 2026-03-02 | 13F | Amicus Financial Advisors, LLC | 61.929 | 2.452 | ||||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 22.384 | 125,08 | 863 | 142,42 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 9.660 | 382 | ||||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 10.255 | 0,00 | 406 | 2,53 | ||||
| 2026-01-26 | 13F | MBM Wealth Consultants, LLC | 6.940 | 0,00 | 275 | 2,62 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 15.099 | -0,11 | 598 | 2,58 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 27.949 | -0,08 | 1.106 | 2,60 | ||||
| 2026-01-20 | 13F | Citrine Capital LLC | 24.525 | 3,23 | 971 | 5,90 | ||||
| 2026-01-06 | 13F | ShankerValleau Wealth Advisors, Inc. | 2.225.592 | -1,57 | 88.111 | 1,03 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 28.519 | 0,00 | 1.129 | 2,73 | ||||
| 2026-02-12 | 13F | Empire Financial Management Company, LLC | 21.537 | 853 | ||||||
| 2026-02-13 | 13F | Tableaux Llc | 7.739 | -50,01 | 306 | -48,74 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 105.199 | 0,00 | 4.165 | 2,64 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 3.939.898 | 9,31 | 155.981 | 12,20 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 206.602 | -2,42 | 8.380 | 2,85 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 49.566 | 0,03 | 1.962 | 2,67 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 133.517 | -2,16 | 5.286 | 0,42 | ||||
| 2026-02-17 | 13F | Foundry Financial LLC | 345.417 | 13.675 | ||||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 50.831 | 0,00 | 2.012 | 2,65 | ||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 305.250 | -1,25 | 12.085 | 1,36 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 58.679 | -1,24 | 2.323 | 1,40 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 35.215 | 52,60 | 1.394 | 56,63 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 3.617.152 | 3,16 | 143.208 | 6,46 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 19.939 | -0,95 | 789 | 1,68 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 114.706 | 5,96 | 4.541 | 8,77 | ||||
| 2026-01-27 | 13F | Tranquilli Financial Advisor LLC | 119.429 | 1,07 | 4.728 | 3,75 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 34.829 | 0,22 | 1.379 | 2,84 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 94.976 | -8,72 | 3.760 | -6,30 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 3.528.811 | 4,25 | 139.706 | 7,01 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 505.370 | -5,34 | 20.008 | -2,84 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 3.110.653 | -1,12 | 123.151 | 1,49 | ||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 78.834 | 3.121 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 1.014.430 | -32,52 | 40 | -29,82 | ||||
| 2026-01-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 930.282 | 1,27 | 36.830 | 3,95 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Vestment Financial LLC | 1.037.532 | 2,86 | 42.207 | 7,99 | ||||
| 2026-02-04 | 13F | Midwest Heritage Bank, FSB | 1.235.099 | -0,27 | 48.898 | 2,36 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 740 | 0,00 | 29 | 3,57 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 31.913 | 136,88 | 1.231 | 155,19 | ||||
| 2026-01-20 | 13F | Accel Wealth Management | 6.147 | -15,00 | 243 | -12,59 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 108.049 | -5,26 | 4.278 | -2,75 | ||||
| 2026-01-05 | 13F | Trust Co of the South | 1.289.418 | -1,66 | 51.048 | 0,95 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 11.598.734 | 5,23 | 459.194 | 8,01 | ||||
| 2026-01-15 | 13F | Avant Financial Advisors LLC | 37.285 | -0,67 | 1.476 | 2,00 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 1.544.016 | -1,26 | 61.128 | 1,35 | ||||
| 2026-01-23 | 13F | Highland Financial Advisors, LLC | 14.070 | -0,75 | 557 | 2,01 | ||||
| 2026-01-27 | 13F | Revisor Wealth Management LLC | 19.221 | 0,00 | 783 | 5,38 | ||||
| 2026-02-05 | 13F | R.P. Boggs & Co. | 5.330 | 211 | ||||||
| 2026-01-27 | 13F | Mills Wealth Advisors LLC | 970.963 | 3,99 | 38.440 | 6,75 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 39.113 | 0,00 | 1.548 | 2,65 | ||||
| 2026-01-15 | 13F | BetterWealth, LLC | 2.801.085 | 0,86 | 110.895 | 3,53 | ||||
| 2026-02-12 | 13F | Ullmann Financial Group, Inc. | 8.187 | 0,00 | 319 | 1,27 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 211.021 | 1,01 | 8.352 | 3,66 | ||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 4.249.910 | -1,26 | 168.254 | 1,35 | ||||
| 2026-01-21 | 13F | Seed Wealth Management, Inc. | 11.000 | 0,00 | 435 | 2,59 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 31.964 | 0,00 | 1.265 | 2,68 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 2.180.942 | -4,95 | 86.344 | -2,44 | ||||
| 2026-01-12 | 13F | Arbor Wealth Advisors LLC | 115.776 | 0,00 | 4.584 | 2,64 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 8.437 | 0,00 | 334 | 2,77 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 179.208 | -0,18 | 6.912 | 7,43 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 2.006.133 | 8,47 | 77.377 | 16,73 | ||||
| 2026-01-16 | 13F | DiNuzzo Private Wealth, Inc. | 907.983 | -1,75 | 35.947 | 3,04 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 394.752 | -1,43 | 15.628 | 1,18 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 9.303 | 0,00 | 368 | 2,79 | ||||
| 2026-02-05 | 13F | Atlas Private Wealth Advisors | 116.598 | 9,99 | 4.616 | 12,92 | ||||
| 2026-01-26 | 13F | SeaBridge Investment Advisors LLC | 37.542 | -1,30 | 1.486 | 1,30 | ||||
| 2026-01-26 | 13F | Sterling Wealth Advisors Inc | 52.427 | 39,58 | 2.076 | 44,50 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 1.483 | -50,88 | 59 | -50,00 | ||||
| 2026-01-23 | 13F | Natural Investments, Llc | 8.569 | 0 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 120.636 | -7,20 | 4.776 | -4,77 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Torren Management, LLC | 70.227 | 2.780 | ||||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 5.902 | 0,24 | 234 | 2,64 | ||||
| 2026-02-09 | 13F | Accredited Investor Services, Llc | 83.831 | -0,29 | 3.319 | 2,34 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 232.355 | 113,87 | 9.199 | 119,52 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 212.115 | -5,60 | 8.398 | -3,10 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 515.960 | -15,20 | 20.427 | -12,95 | ||||
| 2026-01-16 | 13F | Mattern Wealth Management LLC | 1.833.381 | 1,71 | 72.584 | 4,40 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 54.589 | 2.161 | ||||||
| 2026-01-13 | 13F | Olistico Wealth, LLC | 49.092 | 0,00 | 1.944 | 2,64 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 162.753 | 6.443 | ||||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 131.673 | -0,55 | 5.213 | 2,08 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 17.198 | 681 | ||||||
| 2026-01-22 | 13F | True North Advisors, LLC | 109.176 | 36,64 | 4.322 | 40,28 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SageOak Financial, LLC | 754.119 | -1,97 | 29.856 | 0,62 | ||||
| 2026-01-20 | 13F | McBroom & Associates, LLC | 7.900 | 0,00 | 313 | 2,63 | ||||
| 2026-01-23 | 13F | Avion Wealth | 278.926 | -4,28 | 11 | 0,00 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 608 | 0 | ||||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 17.174 | 0,09 | 680 | 2,72 | ||||
| 2026-01-05 | 13F | JDH Wealth Management, LLC | 496.744 | 0,03 | 19.666 | 2,68 | ||||
| 2026-01-20 | 13F | New Capital Management LP | 2.660.860 | 0,34 | 105.343 | 2,99 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 16.680 | 0,00 | 1 | |||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 607.176 | 2,04 | 24.038 | 4,74 | ||||
| 2026-01-20 | 13F | Guardian Wealth Management, LLC | 6.639 | 263 | ||||||
| 2026-02-09 | 13F | Roundview Capital LLC | 42.304 | 0,23 | 1.675 | 2,89 | ||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 6.666 | 0,00 | 264 | 2,33 | ||||
| 2026-02-17 | 13F | ATLas Financial Planning LLC | 9.470 | 375 | ||||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 424.183 | 6,86 | 16.793 | 9,69 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 11.799 | -2,24 | 467 | 0,43 | ||||
| 2026-01-29 | 13F | Strategent Financial, LLC | 68.785 | 2,26 | 2.723 | 4,97 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.600.324 | -2,06 | 63.357 | 0,53 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 42.656 | 29,65 | 1.689 | 33,02 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 135.251 | -3,70 | 5.355 | -1,16 | ||||
| 2026-01-26 | 13F | Andrews, Lucia Wealth Management Llc | 1.848.865 | -0,35 | 73.197 | 2,29 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 10.600 | 0,00 | 420 | 2,70 | ||||
| 2026-02-11 | 13F | CNB Bank | 9.630 | 0,00 | 381 | 2,70 | ||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 56.492 | 3,02 | 2.236 | 5,72 | ||||
| 2026-01-12 | 13F | RVW Wealth, LLC | 128.610 | -10,00 | 5.092 | -7,62 | ||||
| 2026-02-13 | 13F | Storgate, LLC | 47.540 | 1.882 | ||||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 57.612 | -1,08 | 2.356 | 3,33 | ||||
| 2025-10-29 | 13F | Inspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 178.814 | -1,46 | 7.079 | 1,16 | ||||
| 2026-01-08 | 13F | Bayshore Asset Management, Llc | 1.171.454 | 0,79 | 46.378 | 3,45 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 585.019 | -0,97 | 23.161 | 1,65 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 17.742.346 | 1,39 | 702.419 | 4,07 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 24.255 | 1,43 | 960 | 4,12 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 238.363 | 0,00 | 9.437 | 2,64 | ||||
| 2026-02-11 | 13F | United Wealth Management, LLC | 3.609.921 | 1,95 | 142.917 | 4,65 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 195.698 | 1,66 | 7.748 | 4,35 | ||||
| 2026-01-09 | 13F | Rf&l Wealth Management, Llc | 284.805 | -0,50 | 11.275 | 2,13 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 38.862 | -0,59 | 1.539 | 2,06 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Capstone Wealth Management, Inc. | 1.034.677 | 41.015 | ||||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 10.667 | -61,47 | 422 | -60,45 | ||||
| 2026-01-08 | 13F | Cooper Financial Group | 33.879 | 12,77 | 1.341 | 15,80 | ||||
| 2026-01-21 | 13F | FRG Family Wealth Advisors LLC | 9.137 | 0,23 | 362 | 2,85 | ||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 499.485 | -3,12 | 19.775 | -0,55 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 378.452 | 5,30 | 14.983 | 8,09 | ||||
| 2026-01-07 | 13F | Holistic Financial Partners | 8.716 | 0,23 | 345 | 2,99 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 17.074 | 10,70 | 676 | 12,13 | ||||
| 2026-02-09 | 13F | Poinciana Advisors Group, Llc | 224.246 | -0,48 | 8.878 | 2,15 | ||||
| 2026-01-05 | 13F | Anderson Hoagland & Co | 19.248 | 0,00 | 762 | 2,70 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 67 | -96,86 | 3 | -97,56 | ||||
| 2026-01-29 | 13F | M Wealth Management, LLC | 116.649 | -7,66 | 4.618 | -5,21 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 19.391 | 0,31 | 768 | 2,95 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 177.130 | 0,25 | 7.013 | 2,91 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 296.768 | 0,07 | 12.108 | 6,08 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 1.497 | 0,00 | 62 | 7,02 | ||||
| 2026-01-14 | 13F/A | TABR Capital Management, LLC | 6.284 | 249 | ||||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 38.243 | -5,81 | 1.514 | -3,32 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 4.350.772 | 2,07 | 172.247 | 4,77 | ||||
| 2026-02-24 | 13F | Tru Independence Asset Management 2, Llc | 447.143 | 4,13 | 17.702 | 6,89 | ||||
| 2026-01-14 | 13F | Quad-Cities Investment Group, LLC | 60.667 | 2,71 | 2.402 | 5,40 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 8.570.969 | 0,78 | 339.325 | 3,45 | ||||
| 2026-01-06 | 13F | Freedom Financial Partners LLC | 218.990 | -0,72 | 8.670 | 1,90 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 154.748 | -0,42 | 6.126 | 2,22 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 53.075 | 0,00 | 2.101 | 2,64 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 43.095 | -0,12 | 1.706 | 2,52 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 6.919 | 274 | ||||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 159.338 | -2,65 | 6.146 | 4,76 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 30.391 | 0,23 | 1.213 | 4,30 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 10.182 | 0,00 | 403 | 2,81 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 56.951 | -83,51 | 2.255 | -83,07 | ||||
| 2026-02-06 | 13F | Delap Wealth Advisory, Llc | 399.223 | -2,19 | 15.805 | 0,17 | ||||
| 2026-02-17 | 13F | Abel Hall, LLC | 1.058.653 | 2,36 | 41.912 | 5,07 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 70.526 | 1,70 | 2.792 | 4,41 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Fairman Group, LLC | 10.647 | 0,23 | 422 | 2,93 | ||||
| 2026-02-06 | 13F | Platt Wealth Management LLC | 12.665 | 1 | ||||||
| 2026-01-20 | 13F | Aspiriant, Llc | 320.175 | 0,00 | 12.676 | 2,65 | ||||
| 2026-01-23 | 13F | Live Oak Private Wealth LLC | 44.168 | 10,23 | 1.749 | 13,14 |
