Grundlæggende statistik
| Institutionelle ejere | 792 total, 792 long only, 0 short only, 0 long/short - change of 7,16% MRQ |
| Gennemsnitlig porteføljeallokering | 1.2963 % - change of 4,24% MRQ |
| Institutionelle aktier (lange) | 166.748.938 (ex 13D/G) - change of 14,60MM shares 9,59% MRQ |
| Institutionel værdi (lang) | $ 9.872.195 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF (US:DFAT) har 792 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 166,748,938 aktier. Største aktionærer omfatter Creative Planning, Colony Group, LLC, Forum Financial Management, LP, Index Fund Advisors, Inc., Pure Financial Advisors, Inc., Buckingham Strategic Partners, Savant Capital, LLC, EP Wealth Advisors, Inc., Jackson Thornton Asset Management, Llc, and CI Private Wealth, LLC .
Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF (ARCA:DFAT) 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 10, 2026 is 64,61 / share. Previously, on April 14, 2025, the share price was 47,20 / share. This represents an increase of 36,89% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-26 | 13F | Quarry Hill Advisors, Llc | 32.502 | -0,36 | 1.935 | 1,95 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 71.772 | 0,71 | 4.273 | 3,01 | ||||
| 2026-01-22 | 13F | Nautilus Advisors LLC | 13.662 | 13,11 | 813 | 15,65 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 1.007.945 | 2,95 | 60.013 | 5,30 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 16.192 | 4,61 | 964 | 6,99 | ||||
| 2026-01-20 | 13F | Westwood Wealth Management | 84.545 | 5.034 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 10.674 | 11,28 | 636 | 13,80 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 4.830.800 | 0,73 | 287.626 | 3,04 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 32.636 | 0,00 | 1.943 | 2,32 | ||||
| 2026-02-06 | 13F | Motco | 2.352 | 0,00 | 140 | 2,94 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 14.711 | 210,82 | 876 | 218,18 | ||||
| 2026-02-12 | 13F | Trailhead Planners LLC | 11.476 | 683 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 290.074 | -1,05 | 17.271 | 1,21 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 208.531 | 24,85 | 12.416 | 27,70 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 13.174 | -1,58 | 784 | 0,64 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 7.211 | 0,00 | 429 | 2,39 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 4.521 | 0,00 | 269 | 1,89 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 5.780 | -13,23 | 344 | -11,11 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 20.324 | -0,79 | 1.210 | 1,51 | ||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 200.956 | 2,30 | 11.965 | 4,63 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 16.227 | 0,40 | 966 | 2,77 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 4.817 | -92,45 | 287 | -92,30 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 5.720 | 0,00 | 341 | 2,41 | ||||
| 2026-02-09 | 13F | SLT Holdings LLC | 3.565 | 0,00 | 212 | 2,42 | ||||
| 2026-01-13 | 13F | Scratch Capital Llc | 132.058 | -0,25 | 7.863 | 2,02 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 128.304 | 15,51 | 7.639 | 18,16 | ||||
| 2026-01-30 | 13F | Renasant Bank | 25.324 | 0,00 | 1.508 | 2,24 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 23.095 | -10,06 | 1.375 | -7,97 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 192.740 | 30,55 | 11.476 | 33,54 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 5.910 | 0,36 | 352 | 2,63 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 36 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 41.877 | -1,54 | 2.493 | 0,73 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 11.711 | 0,32 | 697 | 2,65 | ||||
| 2026-01-07 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 712.009 | 134,04 | 43.924 | 148,04 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 1.790.490 | -1,66 | 111.816 | 3,15 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 61.620 | -24,11 | 3.669 | -22,39 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 9.340 | 0,02 | 556 | 2,39 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 253.090 | -1,37 | 15.805 | 3,45 | ||||
| 2026-02-05 | 13F | Kane Co Wealth Management, Inc. | 53.777 | 3.202 | ||||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 2.733 | 163 | ||||||
| 2025-10-15 | 13F | Bannerman Wealth Management Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 17.004 | 1,94 | 1.012 | 4,33 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 65.437 | -2,88 | 4.087 | 1,87 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1.078.809 | -46,41 | 67.706 | -45,49 | ||||
| 2026-01-26 | 13F | BlueSky Wealth Advisors, LLC | 295.551 | 0,71 | 17.597 | 3,01 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 3.426 | 204 | ||||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 15.130 | -6,29 | 901 | 0,22 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 68.868 | 14,28 | 4.100 | 16,88 | ||||
| 2026-02-03 | 13F | Mokosak Advisory Group, LLC | 4.039 | 0,40 | 240 | 2,56 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 136.957 | -2,18 | 8.154 | 0,06 | ||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 85.011 | -1,07 | 5.062 | 1,20 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 4.320 | 0,00 | 257 | 2,39 | ||||
| 2026-02-03 | 13F | Grove Street Fiduciary, LLC | 35.979 | -5,06 | 2.142 | -2,90 | ||||
| 2026-02-12 | 13F | Betterment LLC | 357.340 | -0,22 | 21 | 5,00 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 6.315 | 376 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 186.881 | -6,43 | 11.129 | -4,60 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 10.048 | 0,40 | 598 | 2,75 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 56.820 | -17,41 | 3.383 | -15,51 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 6.065 | -0,23 | 361 | 2,27 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 545 | 1,30 | 32 | 3,23 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 4.000 | 0,00 | 250 | 3,75 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 405.032 | -1,31 | 25.294 | 3,52 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 7.939 | 0,00 | 473 | 2,16 | ||||
| 2025-10-31 | 13F | Baker Avenue Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Berkeley, Inc | 9.759 | 0,01 | 581 | 2,47 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 9.636 | 0,00 | 574 | 2,32 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39.013 | 31,41 | 2.436 | 37,86 | ||||
| 2026-01-16 | 13F | Verus Wealth Management, Llc | 26.335 | -2,26 | 1.568 | -0,06 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 6.377 | 380 | ||||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 9.426 | 0,00 | 561 | 2,37 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 18.586 | 20,02 | 1.107 | 22,75 | ||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 11.235 | -1,75 | 669 | 0,45 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 20.555 | -2,17 | 1.224 | 0,00 | ||||
| 2026-02-10 | 13F | Crestmont Private Wealth LLC | 189.502 | -0,03 | 11.283 | 2,25 | ||||
| 2026-01-27 | 13F | 55 North Private Wealth, LLC | 24.331 | 1.449 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 457.432 | 1,62 | 27.236 | 3,94 | ||||
| 2026-02-11 | 13F | Prism Planning Partners LLC | 3.732 | 222 | ||||||
| 2026-01-23 | 13F | Watershed Private Wealth Llc | 125.484 | 2,18 | 7.471 | 4,52 | ||||
| 2026-03-26 | 13F | Merited Wealth, LLC | 8.123 | 484 | ||||||
| 2026-01-12 | 13F | Physician Wealth Solutions Inc. | 73.487 | 0,00 | 4.375 | 2,29 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 8.700 | 0,00 | 1 | |||||
| 2026-02-02 | 13F | GenTrust, LLC | 11.082 | 0,00 | 660 | 2,17 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 9.220 | -2,98 | 549 | -0,90 | ||||
| 2026-02-10 | 13F | Black Swift Group, LLC | 20.000 | 0,00 | 1.191 | 2,23 | ||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 690.485 | 0,30 | 41.112 | 2,60 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 148.912 | -3,26 | 8.866 | -1,04 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 9.401 | 0,36 | 560 | 2,57 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 43.012 | -0,07 | 2.561 | 2,20 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 3.653 | 0,00 | 228 | 7,08 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 6.881 | 0,00 | 430 | 4,89 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Towneley Capital Management, Inc / DE | 5.241 | 0,40 | 312 | 2,97 | ||||
| 2026-02-17 | 13F | Creative Planning | 13.707.684 | -1,43 | 816.156 | 0,82 | ||||
| 2026-02-12 | 13F | Oder Investment Management, LLC | 3.706 | 221 | ||||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3.800 | 0,00 | 0 | |||||
| 2026-04-02 | 13F | Collective Family Office Llc | 5.658 | 0,00 | 353 | 5,06 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 68.180 | 51,94 | 4.059 | 55,40 | ||||
| 2026-02-03 | 13F | Heffernan Advisory, Inc | 4.006 | 239 | ||||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 42.604 | -5,40 | 2.537 | -3,24 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Twin Cities Retirement Group LLC | 137.261 | 8.173 | ||||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 13.217 | 787 | ||||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 14.040 | -20,14 | 836 | -18,38 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 16.521 | 0,08 | 984 | 2,40 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 106.953 | 29,91 | 6.368 | 32,89 | ||||
| 2026-02-11 | 13F | Babb Wealth Advisors LLC | 428.563 | 13,11 | 25.517 | 15,70 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3.727 | 0,32 | 233 | 4,98 | ||||
| 2026-01-14 | 13F | Kaufman Rossin Wealth, LLC | 10.760 | 0,00 | 641 | 2,24 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 57.936 | 1,08 | 3.449 | 3,39 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 3.123 | 0,00 | 186 | 2,21 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 101.301 | -1,12 | 6.031 | 1,14 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 342.356 | 5,26 | 20.384 | 7,66 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 176.755 | -0,09 | 10.524 | 2,20 | ||||
| 2025-10-22 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 5.555 | 4,03 | 0 | |||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 357 | 22 | ||||||
| 2026-02-12 | 13F | Triumph Capital Management | 20.041 | 1.193 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 44.671 | 40,91 | 2.660 | 44,12 | ||||
| 2026-02-12 | 13F | Vistica Wealth Advisors, LLC | 68.325 | 4.068 | ||||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 729 | 0,00 | 43 | 2,38 | ||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 128.250 | -1,34 | 7.636 | 0,91 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 5.005 | 298 | ||||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 9.565 | 2,79 | 570 | 5,18 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 46.561 | 0,96 | 2.772 | 3,28 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 21.668 | 0,00 | 1 | 0,00 | ||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 11.980 | 1,08 | 713 | 3,48 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 24.099 | -0,76 | 1.505 | 4,08 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 58.168 | -4,93 | 3.463 | -2,75 | ||||
| 2026-01-22 | 13F | Yoder Wealth Management, Inc. | 5.541 | 0,00 | 330 | 2,17 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 4.844 | -65,39 | 288 | -64,62 | ||||
| 2026-02-09 | 13F | Murphy Pohlad Asset Management LLC | 6.693 | 0,00 | 399 | 2,31 | ||||
| 2026-01-20 | 13F | HMV Wealth Advisors, LLC | 225.042 | -0,16 | 13.399 | 2,13 | ||||
| 2026-01-23 | 13F | Cathy Pareto & Associates, Inc | 4.875 | 0,39 | 290 | 2,84 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 557 | -14,96 | 33 | -13,16 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 13.936 | -0,33 | 830 | 1,97 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 70.723 | 6,71 | 4.430 | 12,27 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 838.675 | 2,90 | 49.950 | 5,28 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 146.836 | -14,60 | 8.743 | -12,66 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 26.681 | -2,01 | 1.666 | 2,78 | ||||
| 2025-10-22 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 30.054 | 45,55 | 1.789 | 48,96 | ||||
| 2026-02-10 | 13F | Glassy Mountain Advisors, Inc. | 90.740 | 0,16 | 5.403 | 2,45 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 11.646 | 693 | ||||||
| 2026-01-21 | 13F | Peavine Capital, Llc | 5.188 | 0,00 | 309 | 2,33 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 3.640 | 217 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 427.364 | -3,89 | 25.445 | -1,69 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 41.870 | 7,25 | 2.493 | 9,68 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 5.294.823 | 21,01 | 315.254 | 23,99 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 451.899 | -0,08 | 26.305 | 7,79 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 8.791 | -3,68 | 523 | -1,51 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 807.183 | 5,71 | 48.060 | 8,13 | ||||
| 2026-01-29 | 13F | Aspen Capital Management, LLC | 292.835 | -0,69 | 17.435 | 1,58 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 17.503 | 0,00 | 1.042 | 2,36 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 12.569 | 0,00 | 748 | 2,33 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 5.484 | 0,00 | 327 | 2,19 | ||||
| 2026-01-15 | 13F | Westmount Partners, LLC | 8.876 | 0,00 | 528 | 1,93 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 30.406 | 9,30 | 1.810 | 11,80 | ||||
| 2026-04-02 | 13F | NorthAvenue LLC | 446.623 | 26.592 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 90.122 | -10,90 | 5.366 | -8,87 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 3.605 | 0,00 | 215 | 2,39 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 497 | 0,00 | 30 | 3,57 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 96.673 | 89,60 | 6 | 150,00 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 11.637 | 0,00 | 677 | 0,00 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 350.032 | 8,64 | 20.841 | 11,12 | ||||
| 2026-02-05 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 3.970 | 236 | ||||||
| 2026-02-05 | 13F | BluePrint Investing LLC | 47.258 | 2.814 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 13.499 | 804 | ||||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 25.922 | -0,25 | 1.543 | 2,05 | ||||
| 2026-01-27 | 13F | Vestia Personal Wealth Advisors | 186.932 | -0,44 | 12.008 | 9,87 | ||||
| 2026-01-28 | 13F | Team Hewins, LLC | 925.776 | -0,62 | 55.121 | 1,65 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 153.881 | -2,33 | 9.162 | -0,10 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 19.868 | 0,00 | 1.183 | 2,25 | ||||
| 2026-02-05 | 13F | Gibson Capital, LLC | 90.351 | 0,17 | 5.379 | 2,46 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 53.209 | 11,28 | 3.168 | 13,83 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 30.437 | -37,39 | 1.812 | -35,95 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 10.169 | -19,59 | 605 | -17,80 | ||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 29.106 | 31,47 | 1.733 | 34,47 | ||||
| 2025-11-12 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Shira Ridge Wealth Management | 13.471 | -76,24 | 802 | -75,70 | ||||
| 2026-03-02 | 13F | Cogent Strategic Wealth Llc | 100.734 | 6.383 | ||||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 73.996 | -1,90 | 4.406 | 0,34 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 485.284 | -3,81 | 28.894 | -1,62 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 3.336 | 0,00 | 199 | 2,06 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 712 | 0,00 | 42 | 2,44 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 1.989 | 118 | ||||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 305.774 | -6,39 | 18.206 | -4,25 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.848.642 | -1,18 | 110.068 | 1,08 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 381.772 | -3,10 | 22.731 | -0,89 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 44.469 | 2,72 | 2.648 | 5,04 | ||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 4.978 | 296 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 977 | 0,00 | 58 | 3,57 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 6.335 | 0,21 | 377 | 2,45 | ||||
| 2026-02-26 | 13F | BDFS Capital LLC | 11.377 | 677 | ||||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 1.301 | 0,00 | 77 | 2,67 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 7.558 | -10,64 | 450 | -8,54 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 29.712 | 21,30 | 1.856 | 27,23 | ||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 111.473 | -1,04 | 6.637 | 1,24 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 2.054 | 0,00 | 122 | 2,52 | ||||
| 2026-02-02 | 13F | Cypress Point Wealth Management, LLC | 5.477 | -34,14 | 326 | -32,64 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 3.175 | 0,00 | 189 | 2,72 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 719 | -41,26 | 43 | -40,85 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 19.137 | 0,00 | 1.139 | 2,34 | ||||
| 2026-01-21 | 13F | Long Island Wealth Management, Inc. | 25.924 | 31,68 | 1.543 | 34,64 | ||||
| 2026-01-05 | 13F | GoalVest Advisory LLC | 4.050 | 241 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 2.238 | 0,00 | 140 | 4,51 | ||||
| 2026-02-17 | 13F | Lakeshore Financial Planning, Inc. | 123.072 | -0,68 | 7.328 | 1,59 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 38.912 | 25,10 | 2 | 100,00 | ||||
| 2025-11-05 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 2.499 | 0,00 | 149 | 2,07 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 3.640 | 0,14 | 217 | 2,37 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11.314 | 0,00 | 707 | 4,90 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 149.028 | -0,62 | 8.873 | 1,66 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 192.093 | 42,80 | 11.437 | 46,07 | ||||
| 2026-02-05 | 13F | Granite Bay Wealth Management, LLC | 3.717 | 0,00 | 221 | 2,31 | ||||
| 2026-01-27 | 13F | PFG Advisors | 10.370 | 93,36 | 617 | 97,76 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 614.086 | 18,44 | 36.563 | 21,15 | ||||
| 2026-02-03 | 13F | New Dimensions Wealth Management, LLC | 30.530 | -1,12 | 1.818 | 1,11 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 5.324 | 88,53 | 317 | 92,68 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 23.904 | -1,56 | 1.493 | 3,25 | ||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 103.475 | -11,31 | 6.161 | -9,29 | ||||
| 2026-01-28 | 13F | First Financial Group Corp | 6.300 | 0,00 | 375 | 2,46 | ||||
| 2026-02-02 | 13F | HTG Investment Advisors, Inc. | 6.118 | -0,57 | 364 | 1,68 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 12.251 | 0,00 | 729 | 2,24 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 299.176 | -0,37 | 17.813 | 1,91 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 13.965 | 1,27 | 831 | 3,62 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 27.464 | -9,02 | 1.635 | -6,94 | ||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 234.071 | -2,16 | 14.725 | 4,66 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 5.858 | 1,98 | 349 | 4,19 | ||||
| 2026-01-21 | 13F | Compass Advisory Group LLC | 20.276 | 10,43 | 1.207 | 13,01 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 1.983 | 0,00 | 118 | 2,61 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 5.685 | 338 | ||||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 10.207.476 | 4,66 | 607.753 | 7,05 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 176.091 | 3,09 | 10.484 | 5,44 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 29.735 | -3,46 | 1.770 | -1,23 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 89.412 | -0,60 | 5.324 | 1,68 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 18.492 | 13,55 | 1.101 | 16,16 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 349.645 | 20,35 | 21.834 | 26,22 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 6.263 | 0,00 | 373 | 2,20 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 13.902 | 0,00 | 828 | 2,22 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 50.770 | -10,69 | 3.023 | -1,47 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 109.322 | -3,76 | 6.509 | -1,56 | ||||
| 2026-01-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 427.169 | 2,56 | 25.434 | 4,90 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 353.401 | -1,76 | 21.257 | 1,51 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 9.516 | 46,04 | 1 | |||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 145.467 | 0,04 | 8.661 | 2,33 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 3.640 | 217 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 1.237 | 0,00 | 77 | 5,48 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 5.042 | 1,04 | 300 | 3,45 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 11.903 | 7,72 | 709 | 10,11 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 1.447 | 0,00 | 0 | |||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 2.718.201 | 207,88 | 161.842 | 216,54 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 4.255 | 253 | ||||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 6.748 | 0,00 | 421 | 4,99 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 31.218 | -3,10 | 1.859 | -0,91 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 24.489 | 0,00 | 1.529 | 4,87 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 62.265 | 2,31 | 3.707 | 4,66 | ||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 11.942 | 0,00 | 711 | 2,30 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 4.931 | -11,42 | 294 | -9,57 | ||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 47.775 | 2.845 | ||||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 10.397 | -18,61 | 619 | -16,69 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 17.338 | 0,10 | 1.032 | 2,38 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 37.559 | -0,58 | 2.236 | 1,68 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 8.317 | 495 | ||||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 58.012 | 45,23 | 3.454 | 48,56 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 3.907 | 233 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 9.985 | 0,00 | 624 | 4,88 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 12.917 | 62,25 | 769 | 66,09 | ||||
| 2026-01-29 | 13F | Porter White Investment Advisors, Inc. | 84.418 | -0,02 | 5.026 | 2,28 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 327.391 | 0,33 | 20.444 | 5,23 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 150.249 | -16,31 | 8.946 | -14,40 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 2.500 | 0,00 | 149 | 2,07 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 3.296 | 206 | ||||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 187.209 | 8,40 | 11.691 | 13,70 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.300 | 0,00 | 77 | 2,67 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 13.821 | -9,77 | 876 | -1,13 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 401.964 | -5,38 | 23.933 | -3,22 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 319 | 0,00 | 19 | 0,00 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 7.381 | -88,02 | 439 | -87,75 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 406.939 | 17,94 | 24.229 | 20,64 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 8.672 | 0,00 | 542 | 4,84 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 55.193 | -3,01 | 3.286 | -0,79 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 20 | 1 | ||||||
| 2026-01-26 | 13F | Forteris Wealth Management Inc. | 52.662 | 3.135 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 5.797 | -9,51 | 345 | -7,26 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 136.235 | 7,28 | 8.115 | 9,78 | ||||
| 2026-01-22 | 13F | Fmb Wealth Management | 105.843 | -0,32 | 6.302 | 1,94 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 3.479 | 0,00 | 207 | 2,48 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 116 | 7 | ||||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 157.601 | -10,75 | 9.384 | -8,71 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 49.014 | 0,21 | 2.918 | 2,49 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 51.457 | 59,56 | 3.064 | 63,19 | ||||
| 2026-01-15 | 13F | Great Waters Wealth Management | 823.389 | 12,05 | 49.025 | 14,61 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 102.973 | 3,72 | 6.131 | 6,09 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 180.635 | -1,85 | 10.755 | 0,39 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 477.900 | -0,19 | 28.454 | 2,09 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 107.745 | -1,34 | 6.415 | 0,91 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 225.688 | -0,11 | 13 | 0,00 | ||||
| 2026-01-08 | 13F | Websterrogers Financial Advisors, Llc | 23.388 | -1,73 | 1.393 | 0,51 | ||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 7.334 | 0,40 | 437 | 2,59 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5.517.252 | 344.552 | ||||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 32.421 | -1,50 | 1.930 | 0,73 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 69.676 | -3,13 | 4.149 | -1,07 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 104.100 | 0,00 | 6.842 | 15,07 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 345.544 | -0,53 | 20.574 | 1,74 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 1.432.301 | 2,48 | 92.656 | 10,43 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 37.208 | 0,61 | 2.215 | 3,22 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 6.281 | 0,00 | 374 | 2,19 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 19.972 | -0,87 | 1.189 | 1,45 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.305.611 | 7,16 | 77.736 | 9,61 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 11.409 | 679 | ||||||
| 2026-02-10 | 13F | Old Peak Finance LLC | 7.255 | 432 | ||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 75.872 | -6,29 | 4.738 | -1,70 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 10.305 | 0,00 | 614 | 2,34 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 26.091 | -35,18 | 1.553 | -33,69 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 356 | 0,00 | 21 | 5,00 | ||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 120.929 | 6,69 | 7 | -89,23 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 7.246 | 0,26 | 431 | 2,62 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 15.023 | -1,37 | 894 | 0,90 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 66.539 | 10,14 | 3.962 | 12,66 | ||||
| 2026-01-29 | 13F | Approach Retirement Advisors, LLC | 10.781 | 642 | ||||||
| 2026-02-12 | 13F | Pettinga Financial Advisors, LLC | 3.956 | 0,00 | 236 | 2,17 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 19.107 | 0,22 | 1.138 | 2,52 | ||||
| 2025-10-16 | 13F | Fortress Wealth Management, Inc. | 10.892 | -29,66 | 634 | -24,07 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 9.453 | 7,95 | 563 | 10,41 | ||||
| 2026-03-23 | 13F | J. Derek Lewis & Associates Inc. | 4.811 | 286 | ||||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1.233 | 0,00 | 73 | 2,82 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 482.657 | -2,76 | 28.737 | -0,51 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 9.100 | 0,00 | 568 | 4,99 | ||||
| 2026-02-19 | 13F | Professional Financial Solutions Llc /adv | 230.359 | 13.716 | ||||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 832 | 0,00 | 50 | 2,08 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 99.385 | 103,13 | 5.917 | 107,83 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 3.476 | -2,41 | 207 | -0,48 | ||||
| 2025-11-04 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 7.211 | 0,00 | 429 | 2,39 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 22.387 | 51,82 | 1.347 | 56,88 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 8.537 | 10,53 | 508 | 13,14 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 14.516 | 0,00 | 864 | 2,37 | ||||
| 2026-01-29 | 13F | S.A. Mason LLC | 2.029 | -28,28 | 121 | -26,83 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 5.497 | 327 | ||||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 834 | 50 | ||||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 331.712 | -0,87 | 19.750 | 1,40 | ||||
| 2026-01-22 | 13F | Maseco Llp | 10.622 | 4,43 | 632 | 6,94 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 426.378 | 3,90 | 25.387 | 6,28 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 78.396 | 5,27 | 4.668 | 7,68 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 1.101 | 0,00 | 66 | 1,56 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 12.788 | -27,48 | 761 | -25,83 | ||||
| 2026-01-28 | 13F | Gentry Private Wealth, Llc | 4.050 | 0,00 | 241 | 2,55 | ||||
| 2026-02-11 | 13F | OneAscent Family Office, LLC | 42.836 | 0,40 | 2.550 | 2,70 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 342.488 | -0,78 | 20.392 | 1,48 | ||||
| 2026-01-20 | 13F | Whalen Wealth Management Inc. | 5.698 | 0,39 | 339 | 2,73 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 1 | -99,90 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Disciplined Equity Management, Inc. | 417.953 | 2,79 | 24.885 | 5,14 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 7.445 | 0,03 | 465 | 4,74 | ||||
| 2025-11-14 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | CGC Financial Services, LLC | 942 | 0,00 | 56 | 3,70 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 71.368 | -0,77 | 4.154 | 7,06 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 64.428 | 4,56 | 3.836 | 6,97 | ||||
| 2025-10-30 | 13F | GEM Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 10.658 | 0,00 | 711 | 14,52 | ||||
| 2026-01-26 | 13F | MBM Wealth Consultants, LLC | 7.073 | -5,20 | 421 | -3,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 22.442 | -1,87 | 1.336 | 0,38 | ||||
| 2026-01-23 | 13F | Vestment Financial LLC | 88.750 | -2,17 | 5.548 | 4,66 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 976 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 5.729 | 15,71 | 341 | 18,40 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 46.018 | -0,72 | 2.740 | 1,52 | ||||
| 2026-03-27 | 13F | rebel Financial LLC | 15.756 | 938 | -7,13 | |||||
| 2026-02-17 | 13F | Aspirean Wealth, LLC | 24.394 | 1.452 | ||||||
| 2026-02-17 | 13F | SwitchPoint Financial Planning, LLC | 92.109 | -0,63 | 5.484 | 1,65 | ||||
| 2026-01-23 | 13F | Prism Advisors, Inc. | 324.410 | 9,03 | 19.315 | 11,52 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 2.936 | 0,24 | 175 | 2,35 | ||||
| 2026-02-09 | 13F | FinDec Wealth Services, Inc. | 5.177 | -1,67 | 308 | 0,65 | ||||
| 2026-02-10 | 13F | Mitchell Capital Management Co | 6.479 | 0,00 | 386 | 2,12 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 339.548 | 9,75 | 20.217 | 12,26 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 198.983 | 199 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 541 | 0,00 | 32 | 3,23 | ||||
| 2026-02-13 | 13F | Okabena Investment Services Inc | 7.423 | 14,53 | 442 | 16,98 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 249.454 | 8,72 | 16 | 15,38 | ||||
| 2026-02-17 | 13F | Pw Advisors, Llc \ Fl | 62.028 | 3.693 | ||||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 743.398 | -4,41 | 44.262 | -2,22 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 443.452 | 26,95 | 26.403 | 29,06 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 163.846 | 3,98 | 9.755 | 6,36 | ||||
| 2026-01-14 | 13F | BCO Wealth Management LLC | 6.184 | -0,47 | 368 | 1,94 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 25.301 | 45,42 | 1.506 | 48,81 | ||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 12.802 | 0,00 | 1 | |||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 44 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 53.024 | -5,25 | 3.157 | -3,07 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 86.675 | 5,53 | 5.161 | 7,93 | ||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 3.709 | 0,00 | 221 | 2,33 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 25.946 | 393,46 | 1.545 | 404,58 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 98.240 | 6 | ||||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 94.298 | 0,63 | 5.889 | 5,54 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 71.580 | 4.262 | ||||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 8.420 | 0,00 | 501 | 2,24 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 167.535 | 3,63 | 10 | 0,00 | ||||
| 2026-01-29 | 13F | Tumwater Wealth Management, LLC | 631.087 | 4,49 | 37.575 | 6,87 | ||||
| 2026-02-13 | 13F | FF Advisors,LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 41.892 | 0,00 | 2.494 | 2,30 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Sensible Money, LLC | 1.020.908 | 5,73 | 60.785 | 8,14 | ||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 156.761 | -1,86 | 9.334 | 0,39 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 7.592 | 0,58 | 452 | 2,96 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 749 | 0,00 | 45 | 2,33 | ||||
| 2026-01-06 | 13F | ShankerValleau Wealth Advisors, Inc. | 212.859 | -0,24 | 12.674 | 2,04 | ||||
| 2026-01-28 | 13F | Cortland Associates Inc/mo | 4.885 | -33,94 | 291 | -32,33 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 82.111 | -0,41 | 5.128 | 4,46 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 227.546 | -8,57 | 13.548 | -6,48 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 34.545 | 5,93 | 2.057 | 8,32 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 496.848 | -0,80 | 29.582 | 1,46 | ||||
| 2026-02-02 | 13F | Verus Financial Partners, Inc. | 5.678 | -0,05 | 360 | 8,79 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 369 | -53,05 | 22 | -53,33 | ||||
| 2026-01-15 | 13F | Quantum Financial Planning Services, Inc. | 88.235 | 13,55 | 5.254 | 16,14 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 57 | 0,00 | 3 | 0,00 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 37.875 | 0,00 | 2.433 | 13,90 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 25.311 | -12,50 | 1.507 | -10,46 | ||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 4.802 | 286 | ||||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 75.635 | 0,00 | 4.503 | 2,11 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 6.442.632 | -1,19 | 383.594 | 1,06 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 16.080 | 0,00 | 957 | 2,24 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 47.260 | 12,74 | 2.814 | 15,29 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 69.156 | -1,96 | 4.118 | 0,29 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 4.296 | 0,00 | 256 | 2,00 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 44.450 | 2.647 | ||||||
| 2026-01-15 | 13F | Avant Financial Advisors LLC | 40.857 | -1,85 | 2.433 | 0,37 | ||||
| 2026-02-17 | 13F | Avondale Wealth Management | 128.165 | 7,00 | 7.631 | 9,44 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 16.672 | 114,76 | 1.079 | 127,91 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 12.650 | -4,52 | 753 | -2,33 | ||||
| 2025-11-14 | 13F | Fort Point Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 37.479 | 1,39 | 2.231 | 3,72 | ||||
| 2026-01-15 | 13F | BetterWealth, LLC | 18.348 | -6,68 | 1.092 | -4,55 | ||||
| 2026-01-27 | 13F | Mills Wealth Advisors LLC | 90.726 | 7,43 | 5.402 | 9,87 | ||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 22.068 | 2,21 | 1.314 | 4,54 | ||||
| 2026-01-15 | 13F | White Wing Wealth Management | 82.488 | 1,72 | 4.911 | 3,65 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 71.263 | -1,86 | 4.243 | 0,38 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 1.123 | 0,00 | 67 | 1,54 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 4.965 | -2,05 | 296 | 0,00 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 27.978 | 141,15 | 1.666 | 146,67 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Accredited Investor Services, Llc | 5.814 | 0,00 | 346 | 2,37 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 293.185 | -3,38 | 17.456 | -1,17 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 126.565 | 7,15 | 7.536 | 9,60 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 1.337 | 80 | ||||||
| 2026-01-12 | 13F | Willner & Heller, Llc | 17.736 | 43,69 | 1.056 | 46,94 | ||||
| 2026-01-29 | 13F | Strategent Financial, LLC | 49.633 | 8,57 | 2.955 | 11,05 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 16.169 | 0,00 | 963 | 2,23 | ||||
| 2026-01-20 | 13F | Guardian Wealth Management, LLC | 361.753 | 21.539 | ||||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 5.913 | 0,20 | 369 | 5,13 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 28.257 | 0,00 | 1.682 | 2,31 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 104.134 | -2,16 | 6.200 | 0,08 | ||||
| 2026-01-05 | 13F | JDH Wealth Management, LLC | 226.128 | 0,10 | 13.464 | 2,39 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 22.606 | -0,09 | 1.346 | 2,13 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 6.762 | 0,00 | 403 | 2,29 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.648 | 0,22 | 277 | 2,60 | ||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 55.227 | -0,36 | 3.288 | 1,92 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 757.412 | 0,00 | 45.096 | 0,00 | ||||
| 2026-01-26 | 13F | Andrews, Lucia Wealth Management Llc | 223.301 | -8,34 | 13.295 | -6,24 | ||||
| 2026-01-29 | 13F | Comerica Bank | 7.014 | -0,95 | 418 | 1,21 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.260.968 | 4,20 | 75.078 | 6,58 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 208.314 | 34,02 | 12.403 | 37,08 | ||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 10.735 | 0,00 | 677 | 10,08 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 23.942 | 1,06 | 1.426 | 3,41 | ||||
| 2026-02-04 | 13F | Concentrum Wealth Management | 16.096 | -47,01 | 958 | -45,81 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 22.763 | 54,00 | 1.355 | 57,56 | ||||
| 2026-01-08 | 13F | Bayshore Asset Management, Llc | 840.720 | 0,23 | 50.056 | 2,52 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 9.888 | -8,41 | 589 | -6,37 | ||||
| 2026-01-09 | 13F | Rf&l Wealth Management, Llc | 292.219 | 0,57 | 17.399 | 2,87 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 120.225 | 0,26 | 7.158 | 2,56 | ||||
| 2026-02-20 | 13F | Capstone Wealth Management, Inc. | 100.194 | 5.970 | ||||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 54.446 | -0,75 | 3.242 | 1,50 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 4.811 | 0,00 | 286 | 2,14 | ||||
| 2025-10-28 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Delap Wealth Advisory, Llc | 43.264 | -6,44 | 2.576 | -4,66 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 84.444 | 8,64 | 5.028 | 11,12 | ||||
| 2026-02-09 | 13F | Poinciana Advisors Group, Llc | 27.735 | -0,12 | 1.651 | 2,17 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 21.114 | -5,56 | 1.338 | 4,86 | ||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 10.183 | 0,00 | 606 | 2,36 | ||||
| 2026-02-24 | 13F | Tru Independence Asset Management 2, Llc | 24.022 | -6,42 | 1.430 | -4,28 | ||||
| 2026-01-15 | 13F | Trust Co | 44 | 3 | ||||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 1.213 | 0,00 | 81 | 14,29 | ||||
| 2026-01-30 | 13F | United Community Bank | 377 | 0,00 | 22 | 4,76 | ||||
| 2026-01-30 | 13F | Activest Wealth Management | 15.827 | -90,07 | 942 | -89,84 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 14.114 | -2,89 | 840 | -0,71 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 508 | 0,00 | 30 | 3,45 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 7.936 | 105,86 | 473 | 110,71 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 6.522 | -11,36 | 388 | -9,35 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 29.366 | -0,31 | 1.748 | 1,98 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 48.126 | 2.866 | ||||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 16.188 | 0,00 | 964 | 2,23 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 7.150 | 0,00 | 426 | 2,16 | ||||
| 2026-02-05 | 13F | Richard Young Associates, Ltd. | 553.710 | 32.968 | ||||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 11.993 | 0,00 | 749 | 4,76 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 309 | 0,00 | 18 | 5,88 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 2.600.142 | 3,46 | 154.812 | 5,83 | ||||
| 2026-02-09 | 13F | Rooted Wealth Advisors, Inc. | 39.335 | 2.582 | ||||||
| 2026-02-17 | 13F | Abel Hall, LLC | 34.959 | -1,52 | 2.081 | 0,73 | ||||
| 2026-01-13 | 13F | Well Done, LLC | 6.623 | 0,00 | 394 | 2,34 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 191.240 | -0,37 | 11.386 | 1,92 | ||||
| 2026-01-23 | 13F | Live Oak Private Wealth LLC | 57.751 | 0,00 | 3.438 | 2,29 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 6.225 | 17,92 | 0 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 8.789 | 0,00 | 523 | 2,35 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 5.932 | 0,00 | 353 | 2,32 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 17.050 | -0,20 | 1.015 | 2,11 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 2.153.099 | 2,57 | 125.332 | 10,65 | ||||
| 2026-02-17 | 13F | Wealth Management Strategies, Inc. | 10.381 | 0,37 | 618 | 2,66 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 168.765 | 9,45 | 10.539 | 8,65 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 195 | 0,52 | 11 | 10,00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Brown Advisory Inc | 8.431 | 0,00 | 502 | 2,24 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 396 | 0,00 | 24 | 0,00 | ||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 13.178 | 785 | ||||||
| 2026-01-29 | 13F | Integras Partners LLC | 6.342 | 0,00 | 378 | 2,17 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 90.558 | -0,65 | 5.392 | 1,60 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 875 | 9,92 | 52 | 13,04 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 3.636 | 227 | ||||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 4.753 | -14,51 | 283 | -12,69 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Discipline Wealth Solutions, LLC | 4.220 | -65,73 | 251 | -64,94 | ||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 396.265 | -0,40 | 23.594 | 1,88 | ||||
| 2026-02-23 | 13F | McMill Wealth Management | 279.357 | -1,22 | 16.633 | 1,03 | ||||
| 2026-01-27 | 13F | Vision Capital Management, Inc. | 5.699 | 0,00 | 339 | 2,42 | ||||
| 2026-02-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 67.299 | -0,72 | 4.007 | 1,55 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 4.139 | -2,61 | 258 | 1,98 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 12.089 | 0,00 | 720 | 2,28 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 235.634 | 7,25 | 14.030 | 9,70 | ||||
| 2026-01-20 | 13F | Kavar Capital Partners Group, Llc | 16.876 | 0,00 | 1.005 | 2,24 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 4.297 | 0,00 | 256 | 2,00 | ||||
| 2026-02-11 | 13F | AG Asset Advisory, LLC | 45.933 | 2.735 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 21.079 | -10,81 | 1.255 | -8,73 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 7.509 | -34,75 | 447 | -33,18 | ||||
| 2026-02-03 | 13F | Ponta Wealth Partners, LLC | 16.813 | 1.001 | ||||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 2.547 | -27,10 | 152 | -25,62 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 1.080.817 | -0,27 | 67.497 | 4,61 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 92.673 | 984,02 | 5.518 | 1.010,06 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 390.016 | 10,92 | 24.356 | 23,66 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 11.071 | 0,14 | 659 | 2,49 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 17.382 | 0,00 | 1.035 | 2,27 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 4.924 | -46,01 | 311 | -40,19 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 429.132 | -2,44 | 25.551 | 102.100,00 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 119.129 | 2,05 | 7.093 | 4,37 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 13.522 | -0,55 | 805 | 1,77 | ||||
| 2026-02-02 | 13F | Triune Financial Partners, LLC | 352.005 | 1,04 | 22.324 | 10,08 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 8.593 | 0,23 | 512 | 2,40 | ||||
| 2026-02-13 | 13F | Commerce Bank | 12.508 | 0,00 | 745 | 2,20 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 166.704 | 9.162 | ||||||
| 2026-01-26 | 13F | Whittier Trust Co | 1.329 | 0,00 | 82 | 3,85 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 1.504.669 | -1,27 | 89.588 | 0,99 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.419.609 | 8.959,98 | 85.390 | 9.273,11 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 12.877 | 767 | ||||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 3.974 | -17,29 | 251 | -12,59 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 35.332 | 117,75 | 2.104 | 122,78 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 9.799 | 583 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 294.922 | 48,47 | 17.560 | 51,87 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 56.119 | -5,77 | 3.341 | -3,61 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 41.360 | -9,93 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 645.992 | 12,42 | 38.462 | 14,99 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Stonebridge Financial Group, LLC / MO | 4.418 | 263 | ||||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 266.694 | 353,57 | 15.879 | 364,00 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 5.304 | 4,57 | 316 | 6,78 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 83.791 | 10,49 | 4.989 | 13,00 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 7.019 | 2,96 | 439 | 11,45 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Huntington National Bank | 115 | 2,68 | ||||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 103.174 | 2,17 | 6 | 20,00 | ||||
| 2026-03-25 | 13F | Mission Financial Group, LLC | 6.449 | 384 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 13.468 | -29,28 | 802 | -24,93 | ||||
| 2026-02-05 | 13F | Sound Portfolio Advisors, LLC | 49.689 | 2.958 | ||||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 9.441 | 630 | ||||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 918.385 | 1,34 | 54.681 | 3,65 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 33.412 | 12,54 | 1.989 | 13,85 | ||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 4.846 | 8,10 | 289 | 10,77 | ||||
| 2026-01-16 | 13F | Applied Capital LLC | 46.620 | 0,00 | 2.776 | 2,29 | ||||
| 2026-01-30 | 13F | Ellenbecker Investment Group | 4.571 | 0,15 | 272 | 2,64 | ||||
| 2026-01-28 | 13F | SilverOak Wealth Management LLC | 4.094 | 0,00 | 244 | 2,10 | ||||
| 2026-01-28 | 13F | City State Bank | 121.619 | 6,31 | 7.241 | 8,74 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.778.841 | 5,47 | 105.912 | 7,88 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 70.136 | 5,34 | 4.176 | 7,74 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 680 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | BWM Planning, LLC | 124.095 | -0,76 | 7.389 | 1,50 | ||||
| 2026-01-12 | 13F | Thayer Financial, L.L.C. | 56.645 | 3.373 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 9.779 | -3,57 | 582 | -1,36 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 14.113 | 76,81 | 840 | 81,03 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 71.069 | -0,21 | 4.231 | 2,07 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 128.151 | -10,00 | 7.630 | -7,94 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 12.062 | -0,35 | 753 | 4,58 | ||||
| 2026-02-13 | 13F | WPWealth LLP | 295.960 | -12,39 | 17.621 | -10,39 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 3.801 | 0,42 | 226 | 2,73 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 6.678 | -9,67 | 398 | -7,67 | ||||
| 2026-01-30 | 13F | Belleair Asset Management, LLC | 64.405 | 3.835 | ||||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 435 | -93,94 | 427 | 2,40 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 69.063 | -0,82 | 4.313 | 4,03 | ||||
| 2026-02-03 | 13F | Acorn Financial Advisory Services Inc /adv | 6.001 | 7,37 | 357 | 9,85 | ||||
| 2026-02-17 | 13F | Fmr Llc | 30.721 | 20,24 | 1.829 | 23,00 | ||||
| 2026-02-09 | 13F | Flagstone Financial Management | 4.113 | 0,00 | 245 | 2,09 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 66.027 | -20,93 | 3.931 | -19,12 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 24.387 | 12,70 | 1.452 | 15,25 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 1.370 | 82 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 2.642 | 14,97 | 165 | 20,59 | ||||
| 2026-02-13 | 13F | marrick wealth, LLC | 35.019 | 2.085 | ||||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 17.369 | -4,70 | 1.085 | -2,25 | ||||
| 2026-01-20 | 13F | Capstone Wealth Management, LLC | 203.209 | -1,52 | 12.099 | 0,73 | ||||
| 2026-01-23 | 13F | Mustard Seed Financial, LLC | 5.204 | 0,00 | 310 | 2,32 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 149.036 | -0,21 | 8.874 | 2,06 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 10.079 | 0,00 | 587 | 7,92 | ||||
| 2025-11-13 | 13F | Basso Capital Management, L.p. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 4.942 | 0,00 | 294 | 2,44 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 130.198 | 7.752 | ||||||
| 2026-01-28 | 13F | Core Wealth Management, Inc. | 4.025 | 0,00 | 240 | 2,14 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 133.937 | -0,90 | 8.364 | 3,94 | ||||
| 2026-02-03 | 13F | Tranquility Partners, LLC | 5.621 | -1,77 | 335 | 0,30 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 253 | 15 | ||||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 12.195 | 0,07 | 726 | 2,40 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 268.647 | 18,51 | 16.828 | 24,68 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 424.669 | -0,98 | 25.285 | 1,28 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 536.210 | 2,14 | 33.486 | 7,13 | ||||
| 2026-02-10 | 13F | Goldstein Advisors, LLC | 5.310 | 0,00 | 316 | 2,27 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 11.844 | 0,00 | 705 | 2,32 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 61.278 | -13,55 | 3.649 | -11,59 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 11.833 | -0,01 | 1 | |||||
| 2026-02-06 | 13F | Gradient Capital Advisors, LLC | 140.565 | 0,13 | 8.369 | 2,42 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 163 | 0,62 | 10 | 0,00 | ||||
| 2026-01-15 | 13F | Vannoy Advisory Group, Inc. | 18.371 | 0,77 | 1.094 | 3,02 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 24.479 | -6,27 | 1.458 | -4,14 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 208.993 | -4,15 | 12.443 | -1,96 | ||||
| 2025-11-05 | 13F | Sensible Financial Planning & Management, LLC. | 15.818 | -4,75 | 921 | 2,68 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 412.629 | 6,44 | 24.568 | 8,87 | ||||
| 2026-02-02 | 13F | GDS Wealth Management | 3.881 | -4,67 | 231 | -2,12 | ||||
| 2026-02-04 | 13F | Drive Wealth Management, Llc | 4.081 | 0,02 | 243 | 2,53 | ||||
| 2026-02-13 | 13F | Strathmore Capital Advisors, Inc. | 37.325 | -4,14 | 2.222 | -1,94 | ||||
| 2026-02-10 | 13F | Virtue Asset Management Llc | 24.142 | 0,00 | 1.437 | 2,28 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 76.992 | 0,06 | 4.584 | 2,37 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 1.072.273 | 0,94 | 64.941 | 5,61 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 32.461 | 0,33 | 1.933 | 2,60 | ||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 792.905 | 8,40 | 47.210 | 10,88 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 135 | 8 | ||||||
| 2026-02-13 | 13F | Marshall Wace, Llp | 9.653 | 575 | ||||||
| 2026-01-21 | 13F | OLIO Financial Planning | 226.387 | 7,09 | 13.479 | 9,53 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 1.329 | 0,00 | 79 | 2,60 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 3.524 | 0,00 | 210 | 1,95 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 7.833 | 62,44 | 466 | 84,92 | ||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 20.223 | 22,75 | 1 | |||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 119 | 7 | ||||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 96.226 | 920,64 | 5.729 | 945,44 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 25.083 | 209,55 | 1.493 | 216,99 | ||||
| 2026-02-06 | 13F | Peirce Capital Management, LLC | 18.670 | 0,00 | 1.112 | 2,30 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 3.914 | 0,08 | 233 | 2,64 | ||||
| 2026-01-20 | 13F | HBE Wealth Management, LLC | 33.942 | 2.021 | ||||||
| 2026-02-11 | 13F | Kilner Capital Advisors, Llc | 324.801 | 19.339 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 4.027 | 1,46 | 240 | 3,46 | ||||
| 2026-02-20 | 13F | Cambient Family Office, Llc | 5.288 | 315 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 3.973 | -7,63 | 237 | -5,60 | ||||
| 2026-02-09 | 13F | NWK Group, Inc. | 8.329 | 15,17 | 496 | 17,86 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 85.470 | -4,17 | 5.089 | -1,98 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 2.833.951 | -0,07 | 174.826 | 5,59 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 153.733 | 6,73 | 9.601 | 11,94 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 5.595 | -0,16 | 333 | 2,15 | ||||
| 2026-02-10 | 13F | Chico Wealth RIA | 5.859 | 18,82 | 349 | 21,25 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 13.519 | 4,89 | 805 | 7,20 | ||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 11.787 | 0,00 | 702 | 2,19 | ||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 60.859 | 258,67 | 3.624 | 267,07 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 1.339.926 | 3,44 | 79.779 | 5,80 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 114 | 0,00 | 7 | 0,00 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 5.506 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 12.041 | 0,00 | 717 | 2,29 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 53.489 | -5,10 | 3.185 | -2,93 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 12.880 | 28,34 | 767 | 31,16 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 28.983 | 2,25 | 1.726 | 4,61 | ||||
| 2026-01-27 | 13F | Benningfield Financial Advisors, Llc | 7.242 | 0,00 | 431 | 2,38 | ||||
| 2025-10-28 | 13F | Qrg Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 56.428 | -0,47 | 3.417 | 3,52 | ||||
| 2026-01-22 | 13F | Squire Investment Management Company, LLC | 433.290 | 1,25 | 25.798 | 3,56 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.424.039 | -3,92 | 84.787 | -1,73 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 1.000 | -54,85 | 60 | -53,91 | ||||
| 2026-02-10 | 13F | Financial Harvest, LLC | 487.424 | 5,31 | 29.021 | 7,72 | ||||
| 2026-02-06 | 13F | Stolz & Associates, Ps | 7.634 | 455 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 440.865 | -5,72 | 26.249 | -3,57 | ||||
| 2026-01-23 | 13F | Third View Private Wealth, LLC | 4.638 | 276 | ||||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 84.545 | 10,33 | 5.034 | 12,85 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 16.957 | 5,16 | 1.010 | 7,57 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 3.606 | 0,00 | 215 | 2,39 | ||||
| 2026-02-10 | 13F | Bridge Generations Wealth Management Llc | 301.329 | 2,55 | 17.941 | 4,89 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 11.068 | -18,92 | 659 | -17,13 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 152.294 | 9,26 | 9.068 | 11,76 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 976 | 0,00 | 58 | 3,57 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 144.793 | 51,79 | 8.621 | 55,26 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 443 | 0,00 | 26 | 4,00 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 74.746 | 0,00 | 4.450 | 2,30 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 164.150 | 5,32 | 9.774 | 7,73 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 1.457.860 | 95,11 | 86.801 | 99,57 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Transce3nd, LLC | 367 | 0,00 | 23 | |||||
| 2026-02-11 | 13F | Johnson Wealth Management, LLC | 55.410 | 3.299 | ||||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 40.189 | -4,30 | 2.393 | -2,13 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 1.649.140 | -0,38 | 98.190 | 4,76 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 4.581 | 0,00 | 273 | 2,26 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Eaton Financial Holdings Company, LLC | 15.961 | 0,40 | 950 | 2,70 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.307 | -7,31 | 137 | -4,86 | ||||
| 2026-02-13 | 13F | Graver Capital Management, LLC | 234.144 | 6,21 | 13.941 | 8,63 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 80.942 | 7,48 | 4.819 | 9,95 | ||||
| 2026-02-10 | 13F | Fortis Advisors, LLC | 6.360 | 0,39 | 379 | 2,72 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 8.977 | 0,23 | 561 | 5,07 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 5.227 | 0,00 | 311 | 2,30 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 1.062 | 63 | ||||||
| 2026-01-07 | 13F | Exeter Financial, LLC | 8.694 | 0,39 | 518 | 2,58 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 7.951 | 107,87 | 473 | 113,06 | ||||
| 2026-01-14 | 13F | Nova R Wealth, Inc. | 3.936 | 0,41 | 234 | 2,63 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Busey Wealth Management | 6.446 | 46,10 | 384 | 49,61 | ||||
| 2026-01-16 | 13F | CogentBlue Wealth Advisors, LLC | 90.446 | -3,29 | 5.385 | -1,07 | ||||
| 2026-01-15 | 13F | 25 Llc | 25.666 | -0,74 | 1.528 | 1,53 | ||||
| 2026-02-05 | 13F | Plancorp, LLC | 1.439.385 | -2,78 | 85.701 | -0,56 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 10.648 | 0,00 | 1 | |||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 527.981 | -0,14 | 31.436 | 2,15 | ||||
| 2025-11-12 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 3.261 | 204 | ||||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 165.281 | 14,05 | 9.841 | 16,66 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 33.952 | 89,20 | 2.031 | 94,54 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 13.243 | 0,00 | 788 | 2,34 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 3.670 | -77,78 | 219 | -77,32 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 5.300 | 0,00 | 316 | 2,27 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 4.697 | 0,00 | 293 | 5,02 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Evensky & Katz LLC | 72.819 | -0,23 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 14.402 | 6,33 | 1 | |||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 4.611 | 0,00 | 288 | 4,74 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 396.409 | 3,97 | 23.602 | 6,35 | ||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 744.251 | 44.313 | ||||||
| 2026-01-07 | 13F | CWA Asset Management Group, LLC | 9.470 | 0,00 | 564 | 2,18 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 151.216 | -0,32 | 9.003 | 1,96 |
