Grundlæggende statistik
| Institutionelle ejere | 1162 total, 1161 long only, 1 short only, 0 long/short - change of 8,18% MRQ |
| Gennemsnitlig porteføljeallokering | 3.5637 % - change of 1,86% MRQ |
| Institutionelle aktier (lange) | 818.075.618 (ex 13D/G) - change of 30,86MM shares 3,91% MRQ |
| Institutionel værdi (lang) | $ 31.579.865 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (US:DFAC) har 1162 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 818,075,618 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 April 27, 2026 is 42,27 / share. Previously, on April 28, 2025, the share price was 32,17 / share. This represents an increase of 31,40% 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.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-02 | 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 | ||||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 16.403 | -15,12 | 637 | -16,73 | ||||
| 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 | ||||
| 2026-04-20 | 13F | 25 Llc | 80.458 | 0,99 | 3.127 | -0,89 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 27 | 0,00 | 1 | 0,00 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2.299.117 | -47,33 | 89.343 | -49,45 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 841.940 | 5,75 | 35.437 | 12,43 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 26.893 | 1.126 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 185.485 | 25,09 | 7.343 | 28,40 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 189.814 | 2,60 | 7.376 | 0,71 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 34.177 | -3,51 | 1.328 | -5,28 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 950.162 | 3,54 | 37.170 | 2,31 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 73.256 | 0,25 | 2.847 | -1,62 | ||||
| 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 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.858.739 | 1,14 | 111.091 | -0,72 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 718.051 | -1,15 | 27.903 | -2,97 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 5.738.089 | -3,39 | 227.171 | -0,84 | ||||
| 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 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 783.802 | -0,80 | 30.459 | -2,63 | ||||
| 2026-02-12 | 13F | Trailhead Planners LLC | 26.996 | 1.069 | ||||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 22.603 | 895 | ||||||
| 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 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 1.441.815 | 2,31 | 60.859 | 9,08 | ||||
| 2026-01-13 | 13F | Scratch Capital Llc | 647.416 | 6,94 | 25.631 | 9,77 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 9.566 | 0,00 | 372 | -1,85 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 28.757 | 0,00 | 1.117 | -1,85 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 167.973 | -2,35 | 6.650 | 0,24 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 123.312 | -0,01 | 4.792 | -1,86 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 26.959 | -3,21 | 1.048 | -4,99 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 271.250 | 11,78 | 10.541 | 9,72 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 4.520.404 | -2,18 | 178.963 | 0,41 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 246.649 | -9,62 | 9.585 | -11,29 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 91.167 | 1,86 | 3.543 | -0,03 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 1.208.315 | 7,57 | 46.955 | 5,59 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 6.253 | 0,00 | 243 | -2,02 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 313.313 | -3,64 | 12.404 | -1,08 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 6.272 | 0,11 | 244 | -2,02 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 57.012 | 23,17 | 2.257 | 26,44 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 35.106 | 5,14 | 1.364 | 3,26 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1.831.592 | 0,65 | 71.176 | -1,20 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 19.662 | 1,03 | 764 | -0,78 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 2.964 | 117 | ||||||
| 2026-04-27 | 13F | JB Capital LLC | 28.521 | 0,20 | 1.108 | -1,60 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 5.569 | 0,00 | 216 | -1,82 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 51.113 | -51,56 | 2.024 | -50,28 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 58.828 | 0,25 | 2.286 | -1,59 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 16.996 | 0,23 | 673 | 2,75 | ||||
| 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 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 1.302.301 | 1,00 | 50.607 | -0,86 | ||||
| 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 | ||||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 226.646 | 1,07 | 8.807 | -0,79 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 37.248 | -2,60 | 1.447 | -4,43 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 8.560 | 0,04 | 339 | 2,42 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.983.695 | -31,35 | 116.901 | -33,58 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 16.216 | 0,00 | 642 | 2,56 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 57.169 | 0,00 | 2.222 | -1,86 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 11.407 | 11.307,00 | 443 | 14.666,67 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 36.024 | 100,00 | 1.400 | 96,21 | ||||
| 2026-02-03 | 13F | Ridgeline Wealth Planning, LLC | 9.232 | 0,00 | 365 | 2,53 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 906.387 | -2,59 | 35.222 | -4,38 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 2.383.883 | 59,07 | 94.378 | 82,06 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 35.487 | 0,00 | 1.379 | -1,78 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 25.271 | -10,13 | 982 | -11,77 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 21.949 | 0,00 | 853 | -1,84 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 51.653 | 0,00 | 2.007 | -1,81 | ||||
| 2026-02-12 | 13F | Betterment LLC | 3.271.394 | 3,32 | 130 | 5,74 | ||||
| 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 | ||||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 1.175.347 | 0,11 | 45.674 | -1,74 | ||||
| 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 | ||||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 85.187 | -4,33 | 3.373 | -1,81 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 803.937 | 3,14 | 31.241 | 1,24 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 233.846 | 0,00 | 9.258 | 2,64 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 32.657 | 2,41 | 1.269 | 0,55 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 109.090 | 76,15 | 4.239 | 72,95 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 528.063 | 3,94 | 20.521 | 2,02 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 311.841 | 8,92 | 12.118 | 6,91 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 15.921 | 0,25 | 619 | -1,59 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 473.396 | 7,84 | 18.396 | 5,85 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 238.023 | 0,00 | 9.250 | -1,85 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 306.393 | -1,68 | 11.906 | -5,87 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 237.349 | 18,23 | 9.223 | 16,06 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 15.697 | -3,51 | 610 | -5,28 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 47.786 | -44,87 | 1.857 | -45,90 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 37.626 | -2,97 | 1.462 | -6,76 | ||||
| 2026-02-12 | 13F | Keystone Financial Services | 20.070 | -8,50 | 795 | -6,15 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 4.380 | 0,00 | 173 | 20,14 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 933.147 | -0,15 | 36.262 | -1,99 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 12.529 | 13,81 | 496 | 16,16 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 1.276.183 | 3,33 | 49.592 | 1,42 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 55.264 | -5,49 | 2.188 | -3,02 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 38.908 | -39,96 | 1.512 | -41,09 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 7.155 | -4,87 | 278 | -6,40 | ||||
| 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 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 12.129 | -8,46 | 480 | -6,07 | ||||
| 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 | ||||
| 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 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 25.188 | 0,00 | 979 | -1,91 | ||||
| 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 | |||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 7.461 | 0,13 | 295 | 2,79 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 5.500 | 0,00 | 214 | -1,84 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 32.293 | 0,00 | 1.255 | -1,88 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 16.918 | 670 | ||||||
| 2026-04-17 | 13F | Berman McAleer LLC | 9.260 | 0,00 | 360 | -1,91 | ||||
| 2026-02-13 | 13F | Garrison Point Advisors, Llc | 10.747 | 0,00 | 425 | 2,66 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 104.647 | 2,44 | 4.067 | 0,54 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 6.940 | 0,00 | 270 | -1,82 | ||||
| 2026-02-09 | 13F | Solutions 4 Wealth, Ltd | 27.550 | 15,36 | 1.091 | 18,35 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 899.072 | 2,76 | 35.594 | 5,48 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 780.809 | 75,75 | 30.912 | 80,39 | ||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 79.593 | 0,00 | 3.093 | -1,87 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 126.647 | -22,39 | 4.922 | -23,82 | ||||
| 2026-01-29 | 13F | Retirement Solution Inc. | 622.843 | 8,15 | 24.658 | 11,01 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 61.978 | 0,00 | 2.408 | -1,83 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 79.607 | -73,12 | 3.152 | -72,41 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 15.121 | 99,80 | 588 | 96,32 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 24.499 | 970 | ||||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 61.978 | 2.408 | ||||||
| 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 | ||||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 694.084 | -1,27 | 26.972 | -3,09 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 3.058.573 | 5,26 | 118.856 | 3,32 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 71.746 | -57,86 | 2.788 | -58,64 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 58.307 | 2,35 | 2.266 | 0,44 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 70.503 | -5,54 | 2.740 | -7,28 | ||||
| 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 | ||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 93.931 | 0,05 | 3.719 | 2,68 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 334 | 0,00 | 13 | -7,69 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 19.164 | -11,02 | 745 | -12,68 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 221.929 | 9,42 | 8.786 | 12,32 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 13.600 | 32,63 | 529 | 30,37 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 56.620 | 1,46 | 2.242 | 4,14 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 11.000 | 0,00 | 427 | -1,84 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 267.387 | 359,42 | 10.391 | 350,95 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 311 | 12 | ||||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 9.455 | 0,00 | 374 | 2,75 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 5.623 | 0,00 | 219 | -1,80 | ||||
| 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 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 71.746 | 90,10 | 2.840 | 95,19 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 71.097 | 3,36 | 2.763 | 1,43 | ||||
| 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 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 71.636 | -9,13 | 2.802 | -10,22 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 16.834 | 0,56 | 654 | -1,21 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 701.850 | 2,13 | 27.274 | 0,25 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 24.306 | 0,21 | 945 | -1,67 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 13.275 | 516 | ||||||
| 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 | ||||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 12.500 | -9,27 | 495 | -6,97 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 921.453 | 8,93 | 35.808 | 6,92 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 157.238 | 0,21 | 6.110 | -1,64 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 2.582.955 | 1,21 | 102.259 | 3,88 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 1.178.323 | 0,02 | 45.790 | -1,82 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 2.026.321 | 2,96 | 78.743 | 1,06 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 12.013 | 476 | ||||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 32.094 | 4,55 | 1.247 | 2,63 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 8.832 | 0,00 | 343 | -1,72 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 5.711 | 0,00 | 222 | -2,21 | ||||
| 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 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 15.939.127 | 42,78 | 631.030 | 46,49 | ||||
| 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 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 51.511 | -4,86 | 2.002 | -6,63 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 69.224 | 14,10 | 2.690 | 12,04 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 1.007 | 0,00 | 40 | 2,63 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 1.000 | -27,95 | 39 | -29,63 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 1.380.842 | -2,44 | 54.668 | 0,14 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 294.564 | -2,09 | 11.447 | -3,90 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.018 | 40 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 546.216 | 0,60 | 21.226 | -1,26 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 207 | 0,00 | 8 | 0,00 | ||||
| 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 | ||||
| 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 | |||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 108.604 | -1,20 | 4.220 | -3,01 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 393.120 | 0,36 | 15.277 | -1,49 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 766.407 | 1,79 | 30.342 | 4,49 | ||||
| 2026-03-02 | 13F | Cogent Strategic Wealth Llc | 533.715 | 21.679 | ||||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 21.097 | 0,06 | 820 | -1,80 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 53.746 | -6,60 | 2.233 | -2,02 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 654 | 0,15 | 0 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 8.574 | -53,13 | 333 | -54,01 | ||||
| 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 | ||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 100.641 | 3.984 | ||||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 308.747 | 12.223 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 17.233 | 0,00 | 670 | -1,91 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 9.410 | 0,00 | 373 | 2,76 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 18.026 | 0,00 | 700 | -1,82 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 128.329 | 3,49 | 5.081 | 6,23 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 103.813 | -0,22 | 4.034 | -2,06 | ||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 51.105 | -4,70 | 2.023 | -2,18 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 5.516 | 0,00 | 214 | -1,83 | ||||
| 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 | |||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 49.092 | 0,00 | 1.908 | -1,85 | ||||
| 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 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 8.395 | 0,00 | 332 | 2,79 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 12.704 | 25,19 | 494 | 22,94 | ||||
| 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 | ||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 809.013 | -0,03 | 31.438 | -1,88 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 27.663 | 325,45 | 1.075 | 317,90 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 304.067 | 3,00 | 11.816 | 1,10 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 4.034 | 0,00 | 160 | 2,58 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 16.692 | 0,05 | 661 | 2,64 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 23.487 | 14,02 | 912 | 22,61 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 44.565 | 17,33 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 37.696 | -1,69 | 1.465 | -3,49 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 217.986 | -0,46 | 8.471 | -2,30 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 25.390 | 28,30 | 987 | 25,93 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 141.482 | 5.601 | ||||||
| 2026-02-13 | 13F | PCM Encore, LLC | 6.925 | 274 | ||||||
| 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 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3.851.225 | 7,70 | 150 | 5,67 | ||||
| 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 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 6.666 | 0,00 | 259 | -1,52 | ||||
| 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 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 247.106 | -1,05 | 9.783 | 1,57 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 17.820 | 705 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 3.248 | -17,27 | 126 | -18,71 | ||||
| 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 | ||||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 4.033.193 | -1,21 | 159.674 | 1,40 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 8.296 | 0,00 | 322 | -1,83 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 14.089 | 0,01 | 558 | 2,58 | ||||
| 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 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 447.300 | 78,79 | 17.709 | 83,52 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 15.979 | 0,14 | 621 | -1,74 | ||||
| 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 | Csenge Advisory Group | 47.237 | 3,41 | 1.870 | 6,19 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 11.233 | 0,00 | 437 | -1,80 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 1.382.077 | 2,26 | 53.708 | 0,38 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 8.410 | 0,00 | 327 | -1,81 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 23.430 | 1,89 | 928 | 4,63 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 3.879 | 151 | ||||||
| 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 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 36.263 | 253,79 | 0 | |||||
| 2026-04-03 | 13F | Investors Research Corp | 2.155 | -31,26 | 84 | -33,06 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 199.496 | -2,20 | 7.752 | -4,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 6.652 | 0,24 | 0 | |||||
| 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 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 46.360 | -6,66 | 1.802 | -8,39 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 26.450 | 0,00 | 1.047 | 2,65 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 1.070 | 0,00 | 42 | -2,38 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 887 | 34 | ||||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 96.701 | 0,11 | 4 | 0,00 | ||||
| 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 | ||||
| 2026-01-29 | 13F | Matisse Capital | 9.479 | 0,23 | 375 | 3,02 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 1.136.845 | 0,37 | 44.178 | -1,48 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 2.362.453 | 4,55 | 91.805 | 2,63 | ||||
| 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 | ||||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 112.300 | 303,00 | 4.446 | 313,87 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 45.878 | 0,23 | 1.816 | 2,89 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 2.855 | 0,00 | 111 | -2,65 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 52.196 | 0,06 | 2.066 | 2,73 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 212.330 | 0,10 | 8.251 | -1,74 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 219.652 | -0,78 | 8.696 | 1,85 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 888.785 | -6,11 | 34.538 | -7,84 | ||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 14.082 | 0,00 | 558 | 2,58 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 2.287.320 | 10,88 | 90.555 | 13,81 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 1.027.815 | 5,99 | 39.941 | 4,04 | ||||
| 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 | |||||
| 2026-02-03 | 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 | |||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 177.637 | -3,69 | 6.903 | -5,48 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 6.197 | 0,00 | 241 | -2,04 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 1.507.348 | 6,24 | 58.576 | 4,28 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1.718.842 | -4,49 | 66.794 | -6,25 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 10.073 | 50,97 | 399 | 54,86 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 82.912 | -23,32 | 3.282 | -15,30 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 29.126 | -6,40 | 1.132 | -8,20 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 154.967 | -4,43 | 6.022 | -6,18 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 86.836 | 4,76 | 3.374 | 2,83 | ||||
| 2026-02-10 | 13F | a16z Perennial Management, L.P. | 26.550 | 0,00 | 1.051 | 2,64 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 523.119 | -2,38 | 20.328 | -4,18 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 9.646 | 0,00 | 375 | -1,84 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 6.544 | 0,00 | 254 | -1,93 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 8.381 | 16,06 | 332 | 19,06 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 13.407 | 0,00 | 521 | -1,89 | ||||
| 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 | |||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 8.726 | 0,00 | 339 | -1,74 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 236.217 | 0,74 | 9.179 | -1,11 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 1.076.380 | 5,41 | 41.828 | 3,47 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 820 | 0,00 | 32 | -3,12 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 29.081 | 19,87 | 1.130 | 17,71 | ||||
| 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 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 30.828 | 0,00 | 1.198 | -1,89 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 37.694 | 0,88 | 1.492 | 3,54 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 332.128 | 1,79 | 13.149 | 3,14 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 30.562 | -3,27 | 1.188 | -5,04 | ||||
| 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 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 4.186.049 | -1,50 | 162.670 | -3,32 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 358 | 14 | ||||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 5.200 | 206 | ||||||
| 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 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 60.073 | 6,34 | 2.334 | 4,38 | ||||
| 2026-02-13 | 13F | L2 Asset Management, LLC | 73.846 | 2.924 | ||||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 2.308.426 | 3,88 | 91.391 | 6,63 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 14.557 | 0,20 | 566 | -1,74 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 51.404 | -0,47 | 2.076 | 1,02 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 314.444 | 1,60 | 12.219 | -0,28 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 248.727 | 5,36 | 9.666 | 3,41 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 6.484 | -3,66 | 252 | -5,64 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 15.945 | 0,00 | 620 | -1,90 | ||||
| 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 | |||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 851 | 34 | ||||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 6.314 | 0,40 | 245 | -1,21 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 38.853 | 0,00 | 1.538 | 2,67 | ||||
| 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 | |||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 3.082.266 | 1,69 | 119.777 | -0,19 | ||||
| 2026-01-15 | 13F | Orrstown Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 1.026.409 | 5,71 | 39.886 | 3,76 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 15.316 | 0,25 | 595 | -1,49 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 3.324.162 | 13,08 | 129.177 | 11,00 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 603.652 | 1,01 | 23.458 | -0,85 | ||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 52.196 | 0,06 | 2.066 | 2,73 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 29.759 | 2,67 | 1.156 | 0,78 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 1.081.040 | -4,43 | 42.009 | -6,19 | ||||
| 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 | |||||
| 2026-01-26 | 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 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 18.131 | -3,16 | 718 | -0,69 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 187.835 | -45,62 | 7.299 | -46,63 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 28.458 | 1.127 | ||||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 2.289 | -75,24 | 91 | -74,72 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 14.813 | 576 | ||||||
| 2026-04-22 | 13F | BWM Planning, LLC | 10.822 | -9,67 | 421 | -11,39 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 32.906 | 0,25 | 1.287 | -0,92 | ||||
| 2026-01-27 | 13F | Probity Advisors, Inc. | 38.944 | 0,00 | 1.542 | 2,60 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 64.557 | -1,07 | 2.556 | 1,51 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 128.583 | -0,02 | 4.997 | -1,87 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 13.687 | 2,13 | 532 | 0,19 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 1.565.502 | 1,01 | 60.835 | -0,86 | ||||
| 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 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 2.557.586 | -3,88 | 99.388 | -5,65 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 834.410 | 0,78 | 32.425 | -1,08 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 321.678 | -0,26 | 12.500 | -2,10 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 46.662 | 7,54 | 1.813 | 5,59 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 9.490 | 0,21 | 369 | -1,60 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 1.907 | 0,00 | 75 | 2,74 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 345.912 | 1,11 | 13.695 | 3,78 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 3.333 | 0,00 | 130 | -1,53 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 245.839 | 2,72 | 9.553 | 0,83 | ||||
| 2026-01-14 | 13F | Disciplined Equity Management, Inc. | 39.180 | 7,76 | 1.551 | 10,63 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 1.492.918 | 8,55 | 58.015 | 6,55 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 969.768 | 2,61 | 37.533 | 0,31 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 16.464 | 0,00 | 644 | -1,08 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 7.522 | 0,25 | 292 | -1,68 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 7.356 | -79,03 | 207 | -83,53 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 151.343 | -5,04 | 5.881 | -6,78 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 10.907 | 0,00 | 424 | -1,86 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 374.449 | -4,02 | 14.551 | -5,79 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 19.221 | 0,00 | 747 | -4,73 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 46.170 | 0,00 | 1.828 | 2,64 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 471 | -13,89 | 18 | -14,29 | ||||
| 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 | |||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 10.303 | 0,00 | 417 | 4,51 | ||||
| 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 | ||||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 6.692 | 0,00 | 260 | -1,52 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 282.569 | 1,75 | 10.981 | -0,13 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 102.318 | 0,01 | 4.051 | 2,64 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 156.651 | 1,44 | 6.087 | -0,43 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 1.910 | 0,00 | 76 | 2,74 | ||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 424.818 | 16.819 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 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 | ||||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 1.738 | 0,00 | 68 | -1,47 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 1.811.084 | 1.811 | ||||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 76.627 | 10,53 | 2.978 | 8,49 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 55.116 | 66,53 | 2.142 | 63,44 | ||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 62.838 | 19,86 | 2.647 | 27,57 | ||||
| 2026-01-15 | 13F | Powerhouse Assets LLC | 6.035 | 239 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 246.152 | 48,11 | 9.565 | 45,39 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 6.190 | 0,77 | 245 | 3,81 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Accel Wealth Management | 6.149 | 0,03 | 239 | -2,06 | ||||
| 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 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 7.115 | 0,25 | 276 | -1,43 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 28.528 | 50,77 | 1.129 | 54,87 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 101.354 | 76,73 | 3.939 | 73,48 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 299.784 | 12 | ||||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 485.029 | -2,36 | 18.848 | -4,16 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 246.533 | 78,85 | 9.999 | 88,09 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 29.110 | 1,03 | 1.131 | -0,79 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 292.990 | -2,59 | 11.599 | -0,02 | ||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 27.708 | 0,00 | 1.097 | 2,62 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 740.205 | 28.764 | ||||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 1.905.792 | 4,67 | 75.450 | 7,43 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.637 | 0,00 | 102 | -1,92 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 42.815 | 0,00 | 1.695 | 0,47 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 9.660 | 382 | ||||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 27.670 | 20,07 | 1.075 | 17,87 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 549.536 | -0,97 | 21.355 | -2,79 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 10.255 | 0,00 | 406 | 2,53 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 1.703.919 | 0,69 | 66.214 | -1,17 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 1.651.450 | 0,24 | 64.175 | -1,61 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 27.949 | -0,08 | 1.106 | 2,60 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 275.385 | 7,95 | 10.701 | 5,96 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 9.692 | -2,16 | 377 | -4,08 | ||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 72.061 | -0,13 | 2.800 | -1,96 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 19.939 | -0,95 | 789 | 1,68 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 7.674 | 0,00 | 298 | -1,65 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 1.014.430 | -32,52 | 40 | -29,82 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 711.057 | -3,71 | 27.224 | -6,88 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 7.539 | 31,71 | 293 | 29,20 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 108.049 | -5,26 | 4.278 | -2,75 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 11.598.734 | 5,23 | 459.194 | 8,01 | ||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 22.504 | 0,00 | 875 | -1,80 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 30.439 | 0,00 | 1.097 | -9,05 | ||||
| 2026-02-05 | 13F | R.P. Boggs & Co. | 5.330 | 211 | ||||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 39.113 | 0,00 | 1.548 | 2,65 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 211.021 | 1,01 | 8.352 | 3,66 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 15.724.523 | 13,00 | 661.845 | 20,14 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 17.340 | -3,18 | 674 | -5,08 | ||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 2.261.881 | 1,63 | 87.897 | -0,24 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 31.964 | 0,00 | 1.265 | 2,68 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 17.249 | 0,26 | 712 | 1,71 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 2.180.942 | -4,95 | 86.344 | -2,44 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 76.662 | -16,65 | 3.096 | -16,44 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 236.059 | -2,01 | 9.173 | -3,82 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 59.978 | 35,80 | 2.331 | 33,30 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 33.677 | -4,13 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 14.993 | 0,03 | 567 | -4,55 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 11.012 | 0,00 | 428 | -1,84 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 657.444 | 19,26 | 25.548 | 17,07 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 21.799 | 1,92 | 847 | 0,12 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 7.700 | 0,00 | 313 | 1,96 | ||||
| 2026-01-26 | 13F | SeaBridge Investment Advisors LLC | 37.542 | -1,30 | 1.486 | 1,30 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 15.198 | 0,66 | 591 | -1,17 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 6.256 | 0,00 | 243 | -1,62 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 232.355 | 113,87 | 9.199 | 119,52 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 515.960 | -15,20 | 20.427 | -12,95 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 54.589 | 2.161 | ||||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 162.753 | 6.443 | ||||||
| 2026-04-21 | 13F | Sensible Money, LLC | 2.210.467 | 8,86 | 85.899 | 6,86 | ||||
| 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 | 111,80 | 681 | 117,25 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 1.507.026 | 9,78 | 58.563 | 7,76 | ||||
| 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 | ||||
| 2026-01-23 | 13F | Avion Wealth | 278.926 | -4,28 | 11 | 0,00 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 111.626 | 0,00 | 4.338 | -1,86 | ||||
| 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 | ||||
| 2026-01-23 | 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 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 42.328.643 | 3,07 | 1.644.891 | 1,17 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 42.304 | 0,23 | 1.675 | 2,89 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 3.783.233 | 1,04 | 147.016 | -0,82 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 2.189.130 | 3,19 | 85.070 | 1,29 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 142.411 | -15,73 | 5.534 | -17,28 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 424.183 | 6,86 | 16.793 | 9,69 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 2.042.632 | -0,60 | 80.868 | -0,60 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 11.799 | -2,24 | 467 | 0,43 | ||||
| 2026-04-23 | 13F | McBroom & Associates, LLC | 7.250 | -8,23 | 282 | -9,94 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 13.043 | -4,40 | 540 | 0,00 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 10.600 | 0,00 | 420 | 2,70 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 1.125.104 | 7,14 | 43.722 | 5,17 | ||||
| 2026-02-11 | 13F | CNB Bank | 9.630 | 0,00 | 381 | 2,70 | ||||
| 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 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 8.987 | 0,00 | 349 | -1,69 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 178.814 | -1,46 | 7.079 | 1,16 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 6.740 | -8,67 | 262 | -10,62 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 8.966 | 0,02 | 348 | -1,69 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 38.862 | -0,59 | 1.539 | 2,06 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 790.195 | 0,00 | 30.707 | -1,84 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 29.388 | 19,83 | 1.142 | 17,73 | ||||
| 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 | ||||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 8.516 | 0,00 | 331 | -2,08 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 10.667 | -61,47 | 422 | -60,45 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10.513 | 409 | ||||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 67 | -96,86 | 3 | -97,56 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 10.202 | -0,08 | 399 | -1,24 | ||||
| 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 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 185.326 | -44,27 | 7.298 | -45,74 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 4.350.772 | 2,07 | 172.247 | 4,77 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 14.223 | 553 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2.588 | 0,00 | 101 | -3,81 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 8.226 | 0,48 | 320 | 0,00 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 8.570.969 | 0,78 | 339.325 | 3,45 | ||||
| 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 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 9.231.772 | 1,32 | 358.747 | -0,55 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 36.454 | 0,54 | 1.417 | -1,32 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 166.234 | 3,62 | 6.460 | 1,70 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 1.377.960 | 5,43 | 53.548 | 3,49 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 56.951 | -83,51 | 2.255 | -83,07 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 28.438 | 0,00 | 1.105 | -1,78 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 980.912 | -0,15 | 38.118 | -1,99 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Platt Wealth Management LLC | 12.665 | 1 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 1.623.989 | 2,49 | 63.108 | 0,60 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 320.175 | 0,00 | 12.676 | 2,65 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 31.207 | 0,18 | 1.213 | -4,11 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 982.700 | 2,82 | 38.188 | 0,92 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 8.210 | -66,67 | 325 | -64,09 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 14.526 | 35,10 | 564 | 32,71 | ||||
| 2026-01-15 | 13F | Cherry Creek Investment Advisors, Inc. | 18.157 | 0,00 | 719 | 2,57 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 72.937 | 16,55 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 66.159 | -5,32 | 2.571 | -7,09 | ||||
| 2026-02-17 | 13F | Wealth Management Strategies, Inc. | 612.771 | 4,26 | 24.260 | 7,01 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 115.776 | 0,00 | 4.499 | -1,83 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 6.068 | 0,00 | 236 | -2,08 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 629 | 0,00 | 25 | 0,00 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 275.950 | -3,92 | 10.723 | -5,69 | ||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 305.252 | 12.085 | ||||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 400.075 | -4,61 | 15.547 | -6,37 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 63.483 | 10,62 | 2.467 | 8,59 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 104.763 | -18,26 | 4.071 | -19,77 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 2.333.696 | 45,82 | 90.687 | 43,13 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 9.442 | -0,56 | 367 | -2,40 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 311.253 | -1,81 | 12.323 | 0,79 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 8.031 | 0,00 | 312 | -1,58 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 20.626 | 0,26 | 802 | -1,60 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 9.705 | 0,26 | 377 | -1,57 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 6.560 | -17,67 | 255 | -21,60 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 52.038 | 2.060 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 2.184.097 | 0,50 | 84.874 | -1,35 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 37.210 | 1.446 | ||||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 18.672 | -56,24 | 739 | -55,08 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 37.077 | -1,41 | 1.441 | -3,23 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 100.980 | 9,19 | 3.924 | 7,18 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 25.461 | -0,96 | 1.008 | 1,72 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 1.249.821 | -1,09 | 49.480 | 1,52 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 290.879 | 1.986,20 | 12 | |||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 85.618 | -2,99 | 3.327 | -4,78 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 5.291 | 209 | ||||||
| 2026-02-06 | 13F | Red Wave Investments LLC | 262.428 | -0,77 | 10.390 | 1,85 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 15.302 | 606 | ||||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.739.921 | 0,26 | 68.883 | 2,91 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 25.524 | 2,91 | 992 | 1,02 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 119.367 | -1,58 | 4.726 | 1,03 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 53.606 | 0,87 | 2.122 | 3,56 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 13.133 | -2,91 | 510 | -4,67 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 30.278 | -15,66 | 1.177 | -17,88 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 5.975.927 | 6,33 | 236.587 | 9,14 | ||||
| 2026-02-04 | 13F | ESG Planning | 5.608 | 0,23 | 222 | 3,26 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 359.960 | -7,25 | 14.632 | -3,41 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 84.002 | 221,85 | 3.418 | 235,76 | ||||
| 2026-01-23 | 13F | Ti-trust, Inc | 17.375 | -5,54 | 688 | -3,10 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 2.725.874 | 9,96 | 107.917 | 12,87 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 4.843.821 | 2,44 | 191.767 | 5,15 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 30.295 | 55,10 | 1.177 | 52,26 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 125.241 | -0,50 | 4.958 | 2,14 | ||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 3.439 | 136 | ||||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 17.584 | 0,00 | 696 | 2,65 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 13.253.011 | 74,26 | 524.687 | 78,86 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 68.930 | 3,22 | 2.729 | 5,94 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 31 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 283.137 | -0,59 | 11.003 | -2,42 | ||||
| 2026-02-02 | 13F | Triune Financial Partners, LLC | 3.630.425 | -0,72 | 147.686 | 4,71 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3.991.743 | -0,26 | 155.119 | -2,10 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 757.454 | 11,59 | 29.435 | 24,88 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 27.894 | 0,06 | 1.084 | -1,81 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 43.461 | 128,78 | 1.772 | 141,42 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 6.000 | 0,00 | 238 | 2,60 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 1.400.761 | 2,69 | 54.434 | 0,80 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 5.347 | 0,00 | 208 | -1,90 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 29.110 | 1.131 | ||||||
| 2026-02-09 | 13F | Family Office Research LLC | 324.951 | -1,60 | 12.995 | 2,03 | ||||
| 2026-02-23 | 13F | Forthright Family Wealth Advisory LLC | 293.543 | 2,01 | 11.621 | 4,71 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.598.205 | 602,75 | 63.784 | 628,71 | ||||
| 2026-02-13 | 13F | Commerce Bank | 32.451 | 0,41 | 1.285 | 3,05 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 321.727 | 12.737 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 62.792 | -1,58 | 2.440 | -3,37 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 830.901 | 454,53 | 32.895 | 469,22 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 123.746 | -4,67 | 4.899 | -2,14 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 153.848 | 2,38 | 6.091 | 5,07 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 1.616 | -13,26 | 64 | -11,27 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 19.248 | 0,00 | 748 | -1,97 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 118.729 | 13,82 | 4.614 | 11,72 | ||||
| 2025-11-05 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 85.495 | 4,19 | 3.322 | 2,28 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 7.956.573 | -7,86 | 315.001 | 94.494,59 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 95.423 | -3,87 | 3.708 | -5,62 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 12.807 | -8,98 | 498 | -10,77 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 2.333.788 | -2,00 | 92.395 | 0,60 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 24 | 0,00 | 1 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 138.826 | -0,62 | 5.395 | -2,46 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 8.288 | 0,00 | 322 | -1,83 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 19.005 | 0,00 | 739 | -1,86 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 4.556.413 | 30,28 | 180.388 | 33,72 | ||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 49.820 | 1,32 | 1.972 | 4,01 | ||||
| 2026-02-06 | 13F | Northwest Wealth Advisors, LLC | 21.595 | 855 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 14.052 | 46,56 | 556 | 50,68 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Sollinda Capital Management LLC | 7.706 | 305 | ||||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 148.065 | 0,28 | 5.754 | -3,26 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 32.757 | 1.353 | ||||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 298.856 | 0,91 | 12 | 0,00 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 10.283 | -18,01 | 407 | -15,73 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 147 | -29,13 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 284.811 | 98,79 | 11.068 | 95,12 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 7.114 | 0,00 | 282 | 2,55 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 49.438 | -0,29 | 1.921 | -2,09 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 43.758 | 53,43 | 1.700 | 50,58 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 6.509 | 0,00 | 253 | -4,55 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 603.957 | 33,05 | 19.654 | 8,89 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 81.688 | 0,08 | 3.234 | 4,97 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Oakwell Private Wealth Management, LLC | 26.857 | -3,58 | 1.063 | -1,02 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 715.356 | -0,11 | 28.321 | 2,53 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 15.705 | 0,00 | 610 | -1,77 | ||||
| 2026-02-17 | 13F | Principal Street Partners, LLC | 10.257 | 0,00 | 406 | 2,78 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 3.137 | 0,00 | 122 | -2,42 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 9.253 | -32,41 | 366 | -30,68 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 881.511 | 3,42 | 34.256 | 1,51 | ||||
| 2026-01-27 | 13F | Vista Finance, Llc | 11.992 | 0,00 | 475 | 2,60 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 6.837 | 0,00 | 266 | -1,85 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 9.869 | 4,24 | 391 | 6,85 | ||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 21.126 | 1,94 | 836 | 4,63 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 1.536.303 | -0,50 | 59.701 | -2,33 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 468.583 | 0,50 | 18.551 | 3,16 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 62.044 | 0,18 | 2.456 | 2,85 | ||||
| 2026-02-13 | 13F | WPWealth LLP | 135.123 | -3,39 | 5.350 | -0,83 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 2.600 | 0,00 | 103 | 2,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 28.514 | 7,16 | 1.129 | 9,94 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 682.997 | -3,31 | 26.541 | -5,10 | ||||
| 2026-01-28 | 13F | Core Wealth Management, Inc. | 3.028.721 | -0,40 | 119.907 | 2,24 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 10.778 | 0,00 | 427 | 2,65 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 21.192 | -1,95 | 839 | 0,60 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 89.230 | -19,41 | 3.633 | -15,12 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 302.298 | 0,00 | 11.968 | 2,64 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 143.665 | -0,28 | 5.688 | 2,36 | ||||
| 2026-04-14 | 13F | Onyx Financial Advisors, LLC | 3.676.377 | 1,35 | 142.864 | -0,52 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 141.654 | 0,15 | 5.505 | -1,70 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 106.951 | 0,19 | 4.234 | 2,84 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 3.886 | 154 | ||||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 690.093 | -2,58 | 26.817 | -5,71 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 5.681 | -0,86 | 221 | -2,65 | ||||
| 2025-11-17 | 13F | Avondale Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 839.263 | -0,32 | 33.226 | 2,31 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 17.883 | 0,00 | 690 | 7,66 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 3.490 | 0,00 | 136 | -2,17 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 25.882 | -23,60 | 1.006 | -25,06 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 3.893 | -25,18 | 154 | -23,00 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 17.308 | -16,22 | 685 | -13,94 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 9.409 | 366 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 226 | 9 | ||||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 6.803 | 269 | ||||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 917.351 | 1,03 | 35.648 | -0,83 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 158.243 | -2,47 | 6.149 | -4,27 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 8.692 | -99,65 | 344 | -99,64 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 4.380 | 0,00 | 169 | 7,69 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 3.745.838 | 5,78 | 148.298 | 8,33 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 13.921 | -4,70 | 541 | -6,57 | ||||
| 2026-02-11 | 13F | Gaddis Premier Wealth Advisors LLC | 11.401 | 451 | ||||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 9.089 | -2,94 | 360 | -0,55 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 63.186 | 24,41 | 2.455 | 22,14 | ||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 799.156 | -0,20 | 31.639 | 2,44 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 3.000 | 0,00 | 119 | 2,61 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 2.830.509 | 1,05 | 109.994 | -0,81 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 13.196 | 0,00 | 513 | -1,92 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 18.091 | -24,18 | 716 | -22,17 | ||||
| 2026-02-17 | 13F | Fmr Llc | 372.256 | 13,15 | 14.738 | 16,14 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.581.883 | 51,77 | 61.883 | 49,97 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 18.522 | -6,93 | 733 | -4,43 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 782.288 | 10,39 | 30.400 | 8,35 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 66.920 | 330,52 | 2.601 | 322,76 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 105.815 | 1,26 | 4.112 | -0,63 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 1.288.252 | 3,25 | 50.061 | 1,35 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 10.065 | 0,00 | 422 | 5,78 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 97.805 | 0,02 | 3.872 | 2,68 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 144.446 | -1,65 | 5.719 | 0,95 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 47.412 | -0,00 | 1.842 | -1,86 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 25.646 | 0,00 | 997 | -1,87 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 1.348.728 | 3,56 | 53.396 | 6,30 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 515.428 | 1,70 | 20.030 | -0,17 | ||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 2.333.207 | 7,93 | 92.372 | 10,78 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 56.184 | 2.224 | ||||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 698.277 | 54,44 | 27.135 | 51,60 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 799.514 | -0,73 | 31.069 | -2,56 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 204.859 | -0,82 | 8.110 | 1,81 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 1.545 | 0,00 | 61 | 1,67 | ||||
| 2026-02-17 | 13F | KM Capital Management Ltd. | 58.675 | 0,23 | 2.323 | 2,88 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 17.448 | 54,35 | 678 | 51,68 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 8.478 | 336 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 956.946 | -38,22 | 37.187 | -39,36 | ||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 71.075 | -0,67 | 2.814 | 1,96 | ||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 777.411 | 2,48 | 30.210 | 0,59 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 220.439 | 0,19 | 8.566 | -1,65 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 3.764.666 | 1,71 | 149.049 | 4,40 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 9.240 | 0,00 | 366 | 2,53 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 439.940 | 3,13 | 17.096 | 1,23 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 157.707 | -1,51 | 6.244 | 1,08 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 5.663 | 0,25 | 220 | -1,35 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 32.603 | 0,23 | 1.291 | 2,87 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 51.714 | -0,52 | 2.010 | -2,33 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 1.025 | 41 | ||||||
| 2026-04-23 | 13F | Fairman Group, LLC | 10.674 | 0,25 | 415 | -1,66 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 20.000 | -0,50 | 792 | 2,06 | |||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 139.500 | -1,42 | 5.523 | 1,17 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 67.152 | -0,02 | 2.659 | 2,63 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 985.172 | 7,74 | 39.003 | 10,58 | ||||
| 2026-01-30 | 13F | Innealta Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 5.395 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Cerity Partners LLC | 3.995.456 | -1,07 | 158.180 | 1,55 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 424.719 | 4,67 | 16.505 | 2,74 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 25.704 | -0,76 | 999 | -2,63 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 7.167 | 0,00 | 279 | -1,77 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 18.835 | 0,14 | 732 | -1,75 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 6.803 | 2,47 | 264 | 0,76 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.225 | 7.316,67 | 88 | |||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 7.943 | 16,40 | 314 | 19,39 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 40.329 | -15,30 | 1.597 | -13,07 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 15.203 | 0,00 | 602 | 2,56 | ||||
| 2026-01-30 | 13F | Rogco, Lp | 12.760 | 505 | ||||||
| 2026-02-11 | 13F | Kilner Capital Advisors, Llc | 530.877 | 21.017 | ||||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 30.235 | 0,00 | 1.197 | 2,66 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 455.552 | -0,06 | 18.035 | 2,58 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 18.987 | 0,04 | 752 | 2,60 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 951 | 26,97 | 38 | 32,14 | ||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 400.421 | 0,63 | 16 | 0,00 | ||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 875.107 | 0,64 | 34.645 | 3,30 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 22.285 | 0,00 | 866 | -1,93 | ||||
| 2026-01-20 | 13F | HBE Wealth Management, LLC | 149.817 | 5.931 | ||||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 11.518 | -33,46 | 448 | -34,74 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 19.248 | -0,26 | 748 | -2,23 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 246.258 | -4,17 | 10.042 | 1,32 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 6.985 | -9,87 | 271 | -11,44 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 10.125 | -5,63 | 393 | -7,31 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 83.526 | 353,28 | 3.307 | 365,63 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 14.075 | -3,36 | 547 | -5,21 | ||||
| 2026-02-10 | 13F | Chico Wealth RIA | 1.684.338 | 1,84 | 66.683 | 4,54 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 81.789 | -24,27 | 3.178 | -25,66 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 5.167 | 205 | ||||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 4.844.024 | 0,18 | 196.135 | 4,40 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 90.597 | 11,21 | 3.521 | 9,15 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 402.832 | -22,26 | 15.948 | -20,20 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 6.885 | 0,00 | 273 | 2,64 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 65.637 | 4,96 | 2.658 | 4,48 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 9.890 | 0,82 | 392 | 3,44 | ||||
| 2026-01-14 | 13F | Brewster Financial Planning LLC | 35.885 | -1,74 | 1.421 | 0,85 | ||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 1.239.464 | 1,86 | 48.166 | -0,02 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 13.151 | -57,04 | 521 | -55,93 | ||||
| 2026-01-28 | 13F | Emprise Bank | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 35.898 | -32,11 | 1.395 | 21,43 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 24.102 | 77,66 | 954 | 82,41 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 1.698.938 | -8,11 | 66.021 | -9,80 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 78.214 | 1,85 | 3.096 | 4,56 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 11.864 | 0,17 | 470 | 2,85 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.433 | -3,37 | 56 | -5,17 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 6.872 | 0,00 | 269 | -1,47 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 83.311 | 0,81 | 3.298 | 3,48 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 6.301 | 0,00 | 245 | -2,01 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 697.083 | 1,46 | 27.089 | -0,41 | ||||
| 2026-02-17 | 13F | Family Management Corp | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 32.274 | 0,00 | 1.278 | 2,65 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 11.475 | 0,00 | 454 | 2,71 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 114.469 | 10,58 | 4.594 | 15,06 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 24.193 | 0,00 | 940 | -1,78 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1.000.413 | 7,54 | 38.876 | 5,56 | ||||
| 2026-02-10 | 13F | Financial Harvest, LLC | 642.432 | 4,82 | 25.434 | 7,59 | ||||
| 2026-01-07 | 13F | Permanent Capital Management, LP | 5.250 | 0,00 | 208 | 2,48 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 756.251 | 12,73 | 29.388 | 10,09 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 419.537 | 16.609 | ||||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 703.849 | -2,10 | 27.865 | 0,49 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 177.832 | 23,77 | 7.040 | 27,05 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 184.640 | 4,72 | 7.175 | 2,79 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 896.946 | 7,23 | 35.510 | 10,07 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.377.498 | -0,43 | 54.535 | 2,21 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 68.162 | 88,72 | 2.699 | 93,68 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 8.488 | -89,53 | 327 | -88,75 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 1.475.990 | -1,57 | 58.434 | 1,04 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 542.531 | 1,21 | 21.479 | 3,88 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 3.680 | 0,00 | 146 | 2,84 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 9.709 | 0,23 | 384 | 2,95 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 149.383 | -0,55 | 5.805 | -2,37 | ||||
| 2026-02-17 | 13F | Parvin Asset Management, LLC | 500 | 0,00 | 20 | 0,00 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 15.089 | 0,00 | 597 | 2,75 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 10.336.005 | -0,89 | 418.505 | 1,37 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 1.839.261 | 1,31 | 71.474 | -0,55 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 6.987 | 1,82 | 272 | 0,00 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 7.291 | 13,53 | 289 | 16,60 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 25.894 | 25,56 | 849 | 6,79 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 309 | 0,00 | 12 | 9,09 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 31.658 | -2,31 | 1.253 | 0,32 | ||||
| 2026-02-10 | 13F | Fortis Advisors, LLC | 26.223 | 0,23 | 1.038 | 2,87 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 55.714 | 0,21 | 2.206 | 2,85 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 362.046 | -3,49 | 14.069 | -5,27 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 6.348 | 0,00 | 247 | -1,99 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 126.041 | 0,00 | 4.990 | 2,63 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 28.976 | 0,00 | 1.126 | -1,83 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 88.078 | 1,10 | 3.423 | -0,75 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 3.485 | -3,33 | 135 | -4,93 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 11.307 | 0,47 | 448 | 3,00 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 6.872 | 0,00 | 272 | 2,64 | ||||
| 2026-01-26 | 13F | Oceanside Advisors LLC | 329.564 | -0,30 | 13.047 | 2,34 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 720.781 | -2,83 | 28.010 | -4,62 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 151.997 | 26,29 | 5.907 | 23,97 | ||||
| 2026-01-27 | 13F | Busey Wealth Management | 26.077 | 18,98 | 1.032 | 22,13 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 7.179 | 0,27 | 279 | -1,77 | ||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 1.326.179 | -17,19 | 52.503 | -15,00 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 8.143 | 0,23 | 322 | 2,88 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 123.214 | -1,79 | 4.788 | -3,58 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 7.239 | 0,00 | 287 | 2,51 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 8.158 | 0,00 | 323 | 2,55 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 18.145 | 0,00 | 705 | -1,81 | ||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 13.102 | 2,92 | 519 | 5,71 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 7.522.835 | -2,03 | 297.829 | 0,56 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 86.551 | -0,33 | 3.363 | -2,15 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 251.219 | -6,34 | 9.893 | -6,84 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 9.161 | 0,26 | 356 | -1,66 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 1.853.241 | 1,08 | 72.017 | -0,78 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 12.798 | 443 | ||||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 8.639 | 0,00 | 342 | 2,70 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 332.981 | 4,23 | 13.183 | 6,98 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 39.579 | 0,00 | 1.538 | -1,79 | ||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 202.254 | -0,45 | 7.860 | -2,29 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 6.229 | 0,00 | 249 | 11,71 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 1.326.887 | 5,21 | 51.563 | 3,26 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 9.730 | -0,23 | 378 | -2,07 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 7.840 | 0,00 | 310 | 2,65 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 192.279 | 3,13 | 7.612 | 5,85 | ||||
| 2026-02-10 | 13F | Catalyst Capital Advisors LLC | 2.939.529 | 0,00 | 116.376 | 2,64 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 4.256.625 | 3,71 | 168.520 | 6,45 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 8.990 | 0,00 | 356 | 2,60 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 387.820 | -0,30 | 15.354 | 2,33 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 4.492 | 0,00 | 178 | 2,31 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 2.487.016 | -6,18 | 98.461 | -3,70 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 63.115 | -11,11 | 2.499 | -8,77 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 6.123 | 238 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 108.852 | 0,10 | 4.230 | -1,77 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 11.433 | -1,69 | 444 | -3,48 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 24.669 | 959 | ||||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 92.057 | 0,00 | 3.645 | 2,65 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 1.167.414 | -0,34 | 45.366 | -2,18 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 54.058 | -10,41 | 2.140 | -8,04 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 12.824 | -3,85 | 498 | -5,68 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 65.336 | 2.539 | ||||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 14.471 | 0,00 | 562 | -1,75 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 178.167 | -8,96 | 6.924 | -10,64 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 82.688 | -1,36 | 3.213 | -3,16 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 18.948 | 0,00 | 731 | 7,51 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 2.654 | 0,00 | 103 | -1,90 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 954.564 | 37.791 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 6.904 | 0,28 | 266 | 8,13 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2.851.717 | 3,72 | 110.818 | 1,80 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 15.448 | -0,07 | 612 | 2,52 | ||||
| 2026-02-17 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 124.096 | 0,79 | 4.913 | 3,45 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 2.288.888 | -1,04 | 90.617 | 1,58 | ||||
| 2026-02-04 | 13F | Schubert & Co | 525.961 | 5,80 | 20.823 | 8,59 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 628 | -73,42 | 24 | -74,19 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 169 | 0,00 | 7 | 0,00 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 6.236 | 242 | ||||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 5.077 | 201 | ||||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 3.728 | 0,00 | 148 | 2,80 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 21.994 | 0,00 | 871 | 2,59 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 805 | 32 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 308 | 0,00 | 12 | 9,09 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 505.019 | 3,05 | 19.479 | 10,90 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 5.570 | 0,23 | 221 | 2,80 | ||||
| 2026-02-02 | 13F | Planning Center, Inc. | 1.921.660 | -7,17 | 76.078 | -4,72 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 3.321.411 | 0,94 | 131.495 | 3,61 | ||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 151 | 0,00 | 6 | 0,00 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 3.363 | 0,00 | 131 | -2,26 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 17.949 | 0,00 | 711 | 2,60 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 72.633 | 0,00 | 2.876 | 2,64 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 11.294 | 0,00 | 447 | 2,76 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 6.694.957 | 2,99 | 260.166 | 1,09 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Mraz, Amerine & Associates, Inc. | 13.419 | -2,33 | 531 | 0,38 | ||||
| 2026-02-02 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 141.178 | 5.589 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 1.375.525 | 5,83 | 54.457 | 16,91 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 1.507.675 | 33,47 | 59.689 | 37,00 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 47.521 | 3,78 | 1.847 | 1,88 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 6.477 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 864.018 | 1,12 | 33.576 | -0,74 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 141.924 | 9,41 | 5.619 | 12,29 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 5.213 | 0,00 | 203 | 0,50 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 5.480.371 | 1,83 | 216.968 | 4,53 | ||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 59.966 | 0,00 | 2.374 | 2,68 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.998 | 79 | ||||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 641.167 | -1,35 | 25.384 | 1,26 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 19.463 | 0,25 | 756 | -1,56 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 5.748 | 228 | ||||||
| 2026-04-15 | 13F | Roan Capital Partners | 5.724 | 222 | ||||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 8.457 | -13,26 | 335 | -11,17 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 16.378 | -35,44 | 636 | -36,65 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 61.887 | -3,64 | 2.405 | -5,43 | ||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 45.427 | -0,09 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 3.434 | -6,81 | 136 | -4,93 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 8.469 | 0,00 | 329 | -1,79 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 8.490 | 44,27 | 336 | 48,67 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 24.253 | 39,31 | 1 | |||||
| 2026-04-21 | 13F | Maseco Llp | 2.112.163 | 23,22 | 82.089 | 20,98 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 28.308 | 0,13 | 1.121 | 2,75 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 836 | 0,00 | 33 | 3,13 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 13.468 | -7,79 | 533 | -5,33 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 52.423 | 0,23 | 2.075 | 2,88 | ||||
| 2026-02-11 | 13F | Landing Point Financial Group, LLC | 47.812 | -1,60 | 1.893 | 0,96 | ||||
| 2026-04-21 | 13F | bLong Financial, LLC | 19.784 | 0,00 | 769 | -1,92 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 391.198 | 0,00 | 15.488 | 0,00 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 93.149 | 1,01 | 3.688 | 3,68 | ||||
| 2026-04-20 | 13F | City State Bank | 89.302 | 10,21 | 3.470 | 8,17 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 749.174 | 2,06 | 29.113 | 0,18 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 3.536.742 | 5,98 | 137.438 | 4,03 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 6.175 | 0,00 | 244 | 2,52 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 1.820.547 | 6,96 | 70.746 | 4,98 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 453.945 | 1,52 | 17.640 | -0,35 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 74.391 | -0,22 | 2.891 | -2,07 | ||||
| 2026-02-03 | 13F | RB Capital Management, LLC | 69.393 | 2,35 | 2.747 | 5,09 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 36.213 | 0,00 | 1.434 | 2,65 | ||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 640.550 | 2,17 | 25.359 | 4,88 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 121.933 | -0,75 | 4.827 | 1,88 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 43.835 | 1,01 | 1.735 | 3,71 | ||||
| 2026-01-22 | 13F | CarsonAllaria Wealth Management, Ltd. | 23.965 | -0,09 | 949 | 2,49 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 24.994 | 0,23 | 990 | 2,91 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 4.046.394 | 8,59 | 157.243 | 6,59 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 403.552 | 1,08 | 15.682 | -0,78 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 16.274 | 644 | ||||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 479.279 | -0,84 | 18.625 | -2,67 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 166.318 | -4,33 | 6.585 | -1,80 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.204 | 328,31 | 202 | 320,83 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 29.484 | -1,47 | 1.167 | 1,13 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 205.241 | 7.976 | ||||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 5.411 | -4,42 | 210 | -6,25 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 71.464 | 0,00 | 2.829 | 2,65 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 10.511 | 0,00 | 416 | 2,72 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 116.054 | -0,47 | 4.510 | -2,32 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 15.058 | -2,75 | 596 | -0,17 | ||||
| 2026-02-11 | 13F | Daner Wealth Management, LLC | 460.238 | -0,68 | 19.012 | 6,05 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 1.938.721 | 3,41 | 75.339 | 1,51 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 16.194 | -5,83 | 641 | -3,32 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 2.190.338 | 0,90 | 85.117 | -0,96 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 1.032.484 | 40.876 | ||||||
| 2026-02-17 | 13F | Stansberry Asset Management, Llc | 7.546 | 0,00 | 299 | 2,41 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 2.403.802 | 7,20 | 95.167 | 10,04 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 25.882 | -3,15 | 1.025 | -0,58 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 6.689.376 | 1,68 | 264.832 | 4,37 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 7.810 | 0,00 | 309 | 2,66 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 26.403 | 0,28 | 1.045 | 2,96 | ||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 7.652 | 0,00 | 303 | 2,37 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 193.836 | 93,60 | 7.674 | 98,73 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 1.582.714 | -7,19 | 62.660 | -4,74 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 82.688 | -0,25 | 3.213 | -2,07 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 13.468 | 0,00 | 533 | 1,91 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 14.078 | 0,23 | 557 | 2,96 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 29.803 | 0,01 | 1.158 | -1,78 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 32.277 | 6,76 | 1.254 | 4,85 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 696.900 | -52,41 | 27.590 | -51,15 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1.123.648 | 113,10 | 43.665 | 109,17 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 16.914 | -6,67 | 657 | -8,37 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 42.704.909 | 0,43 | 1.690.687 | 3,08 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 14.627 | -1,68 | 579 | 1,05 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 131.726 | -0,02 | 5.472 | 1,79 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 64.358.203 | 5,11 | 2.547.944 | 7,89 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 4.753.661 | 1,04 | 188.197 | 3,71 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 53.300 | -3,60 | 2.110 | -1,03 | ||||
| 2026-01-13 | 13F | NerdWallet Wealth Partners, LLC | 62.617 | 0,00 | 2.479 | 2,65 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 798.022 | 6,44 | 31.011 | 4,48 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 86.010 | -1,02 | 3.405 | 1,61 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 2.731.780 | 0,30 | 108.151 | 2,95 | ||||
| 2026-02-02 | 13F | Banyan Capital Management, Inc. | 10.130 | 0,05 | 401 | 2,82 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 37.043 | -0,65 | 1.439 | -2,51 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 311.593 | -0,14 | 12.108 | -1,98 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 124 | 5 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.861.113 | 33,06 | 73.681 | 36,58 | ||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 23.038 | 0,00 | 912 | 2,70 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 28.725 | -1,05 | 1.149 | 10,81 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 8.254 | -8,71 | 327 | -6,32 |

