Grundlæggende statistik
| Institutionelle ejere | 808 total, 808 long only, 0 short only, 0 long/short - change of 9,03% MRQ |
| Gennemsnitlig porteføljeallokering | 1.2890 % - change of 7,44% MRQ |
| Institutionelle aktier (lange) | 167.591.137 (ex 13D/G) - change of 9,91MM shares 6,28% MRQ |
| Institutionel værdi (lang) | $ 10.066.422 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF (US:DFAT) har 808 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 167,591,137 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 30, 2026 is 67,16 / share. Previously, on May 2, 2025, the share price was 50,54 / share. This represents an increase of 32,88% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Red Tortoise LLC | 3.175 | 0,00 | 198 | 4,76 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 32.069 | 2.128 | ||||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 373.958 | -47,48 | 23.354 | -46,83 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 1.007.945 | 2,95 | 60.013 | 5,30 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 30.170 | -7,17 | 1.998 | 3,26 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 7.939 | 0,00 | 496 | 4,87 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 32.636 | 0,00 | 1.943 | 2,32 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 141.760 | -5,65 | 8.853 | -1,04 | ||||
| 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 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 208.531 | 24,85 | 12.416 | 27,70 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 34.491 | -1,51 | 2.154 | 3,26 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 13.174 | -1,58 | 784 | 0,64 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 44.333 | -12,68 | 2.777 | -8,11 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 38.979 | 4,43 | 2.592 | 16,61 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 20.324 | -0,79 | 1.210 | 1,51 | ||||
| 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 | ||||
| 2026-01-13 | 13F | Scratch Capital Llc | 132.058 | -0,25 | 7.863 | 2,02 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 100.283 | 13,65 | 6.263 | 19,21 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 105.387 | 1,20 | 6.581 | 6,15 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 14.846 | 8,67 | 927 | 14,02 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 8.723 | 0,33 | 545 | 5,22 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 41.877 | -1,54 | 2.493 | 0,73 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 26.819 | -0,39 | 1.675 | 4,43 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 11.711 | 0,32 | 697 | 2,65 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 69.489 | -0,92 | 4.340 | 3,93 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 52.084 | 229,08 | 3.235 | 243,42 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 44 | 0,00 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 7.309 | 0,74 | 456 | 5,80 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 27.735 | 0,00 | 1.732 | 4,91 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 2.733 | 163 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 65.437 | -2,88 | 4.087 | 1,87 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3.598 | 225 | ||||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 13.959 | -1,10 | 872 | 3,69 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1.078.809 | -46,41 | 67.706 | -45,49 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 430.509 | -0,50 | 26.885 | 4,37 | ||||
| 2026-04-21 | 13F | SLT Holdings LLC | 3.565 | 0,00 | 223 | 4,72 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 299.441 | 3,11 | 18.700 | 8,16 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 136.957 | -2,18 | 8.154 | 0,06 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 23.018 | 13,52 | 1.437 | 19,06 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39.013 | 31,41 | 2.436 | 37,86 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 3.319 | 207 | ||||||
| 2026-04-28 | 13F | RW Investment Management LLC | 762.703 | -4,50 | 47.631 | 2,45 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 14.720 | -65,64 | 919 | -63,96 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 58.837 | -5,14 | 3.674 | -0,51 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 230.975 | -1,32 | 14.424 | -2,04 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 24.754 | 45,98 | 1.546 | 53,12 | ||||
| 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 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 457.432 | 1,62 | 27.236 | 3,94 | ||||
| 2026-02-11 | 13F | Prism Planning Partners LLC | 3.732 | 222 | ||||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 71.769 | -1,17 | 4.482 | 3,65 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 84.905 | -0,12 | 5.302 | 4,76 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 148.912 | -3,26 | 8.866 | -1,04 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 43.012 | -0,07 | 2.561 | 2,20 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 6.881 | 0,00 | 430 | 4,89 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 835.709 | -0,60 | 52.190 | 4,26 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 104.585 | 1,07 | 6.531 | 6,02 | ||||
| 2026-02-17 | 13F | Creative Planning | 13.707.684 | -1,43 | 816.156 | 0,82 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 12.132 | 28,71 | 758 | 34,94 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 2.029 | 0,00 | 127 | 5,00 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 575 | 0,00 | 36 | 2,94 | ||||
| 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 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 3.524 | 0,00 | 220 | 5,26 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 6.551 | -7,38 | 409 | -2,85 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 72.272 | 4.513 | ||||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 396 | 0,00 | 25 | 4,35 | ||||
| 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 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 294.502 | -0,35 | 18.392 | 4,51 | ||||
| 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 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 147.118 | 0,19 | 9.188 | 5,09 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3.727 | 0,32 | 233 | 4,98 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 3.260 | 204 | ||||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 57.936 | 1,08 | 3.449 | 3,39 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 394.234 | -1,92 | 24.620 | 2,87 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 17.501 | 2,92 | 1.093 | 7,91 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 3.123 | 0,00 | 186 | 2,21 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 73.487 | 0,00 | 4.589 | 4,89 | ||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 5.819 | 0,00 | 363 | 4,91 | ||||
| 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 | ||||
| 2026-02-12 | 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 | ||||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 128.250 | -1,34 | 7.636 | 0,91 | ||||
| 2026-04-29 | 13F | Renasant Bank | 25.324 | 0,00 | 1.581 | 4,91 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 5.005 | 298 | ||||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 4.868 | 10,19 | 304 | 15,59 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 9.565 | 2,79 | 570 | 5,18 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 3.949 | 0,33 | 247 | 5,13 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 8.153 | -11,57 | 509 | -7,12 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 628.735 | -0,37 | 39.265 | 4,50 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 25.175 | 5,15 | 1.572 | 10,32 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 4.844 | -65,39 | 288 | -64,62 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 355.699 | 1,05 | 22.213 | -0,50 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 51.489 | 3,74 | 3.215 | 8,80 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 557 | -14,96 | 33 | -13,16 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 89.185 | -1,39 | 5.570 | 3,42 | ||||
| 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 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.942 | 0,20 | 184 | 5,17 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 8.311 | 0,00 | 519 | 5,06 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 838.675 | 2,90 | 49.950 | 5,28 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 18.332 | -0,21 | 1.145 | 4,67 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 128.806 | 1,77 | 8.044 | 6,74 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 26.681 | -2,01 | 1.666 | 2,78 | ||||
| 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 | ||||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 7.359 | 0,34 | 460 | 5,28 | ||||
| 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 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 5.294.823 | 21,01 | 315.254 | 23,99 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 8.791 | -3,68 | 523 | -1,51 | ||||
| 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 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 440.921 | -1,28 | 27.536 | 3,55 | ||||
| 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 | ||||
| 2026-01-26 | 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 | |||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 4.094 | 0,00 | 256 | 4,94 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 13.499 | 804 | ||||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 853.409 | 3,65 | 53.295 | 8,71 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 25.922 | -0,25 | 1.543 | 2,05 | ||||
| 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 | ||||
| 2025-11-12 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 6.446 | 0,00 | 403 | 4,96 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 202.801 | -0,20 | 12.665 | 4,67 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 485.284 | -3,81 | 28.894 | -1,62 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 6.893 | -9,71 | 449 | -1,32 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 5.310 | 0,00 | 332 | 4,75 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 70.277 | -3,49 | 4 | 0,00 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 64.770 | 0,57 | 4.045 | 5,48 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 375.683 | -1,59 | 23.461 | 3,22 | ||||
| 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 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 920.291 | -0,59 | 57.472 | 4,27 | ||||
| 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 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 719 | -41,26 | 43 | -40,85 | ||||
| 2026-04-20 | 13F | 25 Llc | 25.736 | 0,27 | 1.607 | 5,17 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 19.137 | 0,00 | 1.139 | 2,34 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 369.253 | -47,67 | 22.933 | -40,59 | ||||
| 2026-04-13 | 13F | Trust Co | 44 | 0,00 | 3 | 0,00 | ||||
| 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 | |||||
| 2026-04-09 | 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 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 133.762 | 29,34 | 8.353 | 35,67 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 46.620 | 0,00 | 2.911 | 4,90 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 23.904 | -1,56 | 1.493 | 3,25 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 155.140 | -6,14 | 9.688 | -1,54 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 12.251 | 0,00 | 729 | 2,24 | ||||
| 2026-04-28 | 13F | Schubert & Co | 32.056 | 0,13 | 2.002 | 4,98 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 5.858 | 1,98 | 349 | 4,19 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 1.329 | 0,00 | 84 | 2,47 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 1.983 | 0,00 | 118 | 2,61 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 5.288 | 0,00 | 330 | 5,10 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 5.685 | 338 | ||||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 24.331 | 0,00 | 1.519 | 4,90 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 246.466 | 5,26 | 15.392 | 10,41 | ||||
| 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 | |||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 349.645 | 20,35 | 21.834 | 26,22 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 6.623 | 0,00 | 414 | 4,82 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 6.263 | 0,00 | 373 | 2,20 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 57.316 | 7,72 | 3.579 | 12,97 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 109.322 | -3,76 | 6.509 | -1,56 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 942 | 0,00 | 59 | 3,57 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 353.401 | -1,76 | 21.257 | 1,51 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 105.287 | -0,53 | 6.575 | 4,35 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 470.810 | -1,48 | 29.402 | 3,33 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 4.017 | -19,09 | 251 | -15,25 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 2.718.201 | 207,88 | 161.842 | 216,54 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 49.814 | -28,51 | 3.299 | -20,47 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 4.255 | 253 | ||||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 4.891 | 0,33 | 306 | 5,17 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 6.748 | 0,00 | 421 | 4,99 | ||||
| 2026-04-30 | 13F | Cortland Associates Inc/mo | 4.105 | -15,97 | 256 | -12,03 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 297.224 | -10,40 | 18.562 | -6,02 | ||||
| 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 | ||||||
| 2026-01-28 | 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 | ||||||
| 2026-02-17 | 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 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 18.133 | 4,59 | 1.132 | 9,69 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 4.316 | 270 | ||||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 55.195 | -0,39 | 3.447 | 4,46 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 92.239 | 0,14 | 5.760 | 5,03 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 5.541 | 0,00 | 346 | 5,17 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 35.904 | 4,42 | 2.242 | 9,53 | ||||
| 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 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 36.207 | -3,39 | 2.261 | 1,34 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 60.547 | -11,38 | 3.781 | -7,06 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 319 | 0,00 | 19 | 0,00 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 711 | 0,00 | 44 | 4,76 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 14.516 | 0,00 | 907 | 4,86 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 20 | 1 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 5.797 | -9,51 | 345 | -7,26 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 813.483 | 2,60 | 50.802 | 7,61 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 15.618 | -0,88 | 975 | 3,94 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1.101 | 0,00 | 69 | 4,62 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 51.457 | 59,56 | 3.064 | 63,19 | ||||
| 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 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 107.745 | -1,34 | 6.415 | 0,91 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 34.801 | 19,57 | 2.173 | 25,46 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 225.688 | -0,11 | 13 | 0,00 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 25.353 | 1,08 | 1.583 | 6,03 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5.517.252 | 344.552 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 7.485 | -1,41 | 467 | 3,32 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 104.100 | 0,00 | 6.842 | 15,07 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 11.029 | -3,06 | 689 | 1,62 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 345.544 | -0,53 | 20.574 | 1,74 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 54.391 | -1,51 | 3.397 | 3,28 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 54.747 | -0,81 | 3.419 | 4,02 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 1.432.301 | 2,48 | 92.656 | 10,43 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 12.827 | 0,30 | 801 | 5,26 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 4.113 | 0,00 | 257 | 4,92 | ||||
| 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 | ||||||
| 2026-04-28 | 13F | Planning Center, Inc. | 467.598 | 1,40 | 29.202 | 6,36 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 57.693 | 1,85 | 3.603 | 6,82 | ||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 120.929 | 6,69 | 7 | -89,23 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 95.923 | 5,73 | 5.990 | 10,91 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 7.246 | 0,26 | 431 | 2,62 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 440.537 | 3,13 | 27.512 | 8,17 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 66.539 | 10,14 | 3.962 | 12,66 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 32.402 | -0,06 | 2.024 | 4,82 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 19.107 | 0,22 | 1.138 | 2,52 | ||||
| 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 190.210 | -2,47 | 11.879 | 2,30 | ||||
| 2026-02-19 | 13F | Professional Financial Solutions Llc /adv | 230.359 | 13.716 | ||||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 5.678 | 0,00 | 369 | 2,79 | ||||
| 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 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 149.816 | -4,43 | 9.356 | 0,25 | ||||
| 2025-11-04 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 222.309 | 437,50 | 10.969 | 548.300,00 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 100.973 | -18,63 | 6.306 | -14,66 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 8.537 | 10,53 | 508 | 13,14 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 5.497 | 327 | ||||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 4.053 | 0,35 | 253 | 5,42 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 834 | 50 | ||||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 426.378 | 3,90 | 25.387 | 6,28 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 4.576 | 286 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 306.813 | 5,77 | 19.160 | 10,94 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 78.396 | 5,27 | 4.668 | 7,68 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 277.274 | -5,31 | 17.316 | -0,69 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2.500 | 0,00 | 156 | 5,41 | ||||
| 2026-01-28 | 13F | Gentry Private Wealth, Llc | 4.050 | 0,00 | 241 | 2,55 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 80.653 | -9,08 | 5.037 | -4,64 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 342.488 | -0,78 | 20.392 | 1,48 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 1 | -99,90 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 15.816 | 0,00 | 988 | 4,89 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 76.054 | 10,43 | 4.750 | 15,83 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 19.868 | 0,00 | 1.241 | 4,91 | ||||
| 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 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 13.891 | -0,44 | 867 | 4,46 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 4.025 | 0,00 | 251 | 5,02 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 5.022 | 314 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 5.138 | -11,11 | 321 | -6,98 | ||||
| 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 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 6.300 | 0,00 | 393 | 4,80 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 5.729 | 15,71 | 341 | 18,40 | ||||
| 2026-02-17 | 13F | Aspirean Wealth, LLC | 24.394 | 1.452 | ||||||
| 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 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 7.295 | -10,19 | 456 | -5,80 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 14.113 | 0,00 | 881 | 4,88 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 6.001 | 0,00 | 375 | 4,76 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 249.454 | 8,72 | 16 | 15,38 | ||||
| 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 | ||||
| 2026-01-15 | 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 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 20.289 | 0,26 | 1.267 | 5,23 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 852 | 0,00 | 53 | 6,00 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 222.944 | -1,41 | 13.923 | 3,41 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 53.024 | -5,25 | 3.157 | -3,07 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3.949 | 7,60 | 247 | 12,84 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 137.315 | 0,79 | 8.562 | 5,51 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 86.675 | 5,53 | 5.161 | 7,93 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 5.336 | 34,41 | 333 | 41,10 | ||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 3.709 | 0,00 | 221 | 2,33 | ||||
| 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 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 71.580 | 0,00 | 4.470 | 4,90 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 33.606 | 29,63 | 2.099 | 35,97 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 151.851 | -1,32 | 9.483 | 3,50 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 4.018 | 0,30 | 251 | 5,04 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Caldwell Trust Co | 3.606 | 0,00 | 225 | 5,14 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 42.991 | 2.685 | ||||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 749 | 0,00 | 45 | 2,33 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 82.111 | -0,41 | 5.128 | 4,46 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 369 | -53,05 | 22 | -53,33 | ||||
| 2026-04-24 | 13F | United Community Bank | 377 | 0,00 | 24 | 4,55 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 5.455 | 0,00 | 341 | 4,94 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 11.082 | 0,00 | 692 | 5,01 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 303.139 | -6,56 | 18.931 | -1,99 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 60 | 4 | ||||||
| 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 | ||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 4.802 | 286 | ||||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 6.693 | 0,00 | 418 | 5,03 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 5.738 | 2,08 | 358 | 7,19 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 22.211 | -12,25 | 1.387 | -7,96 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 44.450 | 2.647 | ||||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 215.344 | 1,17 | 13.448 | 6,12 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 16.672 | 114,76 | 1.079 | 127,91 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 23.390 | 0,01 | 1.461 | 4,89 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 250.961 | 49,80 | 16 | 66,67 | ||||
| 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 | |||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 22.068 | 2,21 | 1.314 | 4,54 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 14.867 | -1,04 | 928 | 3,80 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 71.263 | -1,86 | 4.243 | 0,38 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 912.352 | 5,12 | 56.976 | 10,26 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 280.077 | -6,38 | 17.491 | -1,81 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 1.123 | 0,00 | 67 | 1,54 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 27.978 | 141,15 | 1.666 | 146,67 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9.191 | -3,42 | 1 | |||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 57.751 | 0,00 | 3.607 | 4,89 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 293.185 | -3,38 | 17.456 | -1,17 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 90.022 | -0,36 | 5.622 | 4,50 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 1.337 | 80 | ||||||
| 2026-02-09 | 13F | Roundview Capital LLC | 16.169 | 0,00 | 963 | 2,23 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 1.068.341 | 4,65 | 66.718 | 9,76 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 48.320 | 2,25 | 3.018 | 7,25 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 10.349.578 | 1,39 | 646.331 | 6,35 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 7.211 | 0,00 | 450 | 4,90 | ||||
| 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 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 31.945 | 5,06 | 1.995 | 10,17 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 687.667 | -0,41 | 42.945 | 4,46 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 4.974 | 8,58 | 322 | 18,38 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 757.412 | 0,00 | 45.096 | 0,00 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 62.624 | 59,21 | 4.171 | 61,60 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 178.309 | 1,26 | 11.135 | 6,21 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 208.314 | 34,02 | 12.403 | 37,08 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 433.098 | -0,04 | 27.047 | 4,84 | ||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 10.735 | 0,00 | 677 | 10,08 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 120.225 | 0,26 | 7.158 | 2,56 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1.510 | 1.168,91 | 94 | 1.242,86 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 5.699 | 0,00 | 356 | 4,72 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 84.444 | 8,64 | 5.028 | 11,12 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 175.817 | -0,53 | 10.980 | 4,32 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 1.213 | 0,00 | 81 | 14,29 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 133.485 | 4,15 | 8.336 | 9,25 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 131.220 | 2,27 | 8.195 | 7,27 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 508 | 0,00 | 30 | 3,45 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 3.336 | 0,00 | 208 | 5,05 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 13 | 1 | ||||||
| 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 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 230.282 | 1,72 | 14.381 | 6,69 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 20.511 | 28,77 | 1.281 | 35,02 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 2.600.142 | 3,46 | 154.812 | 5,83 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 5.407 | -1,28 | 338 | 3,37 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 3.090 | 201 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 356 | 0,00 | 22 | 4,76 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 191.240 | -0,37 | 11.386 | 1,92 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 5.204 | 0,00 | 325 | 5,18 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 7.558 | 0,00 | 472 | 4,67 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 16.876 | 0,00 | 1.054 | 4,88 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 63.785 | 11,86 | 3.983 | 17,35 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 5.932 | 0,00 | 353 | 2,32 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 2.153.099 | 2,57 | 125.332 | 10,65 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 23.119 | 0,10 | 1.444 | 4,95 | ||||
| 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 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 48.434 | -1,18 | 3.025 | 3,63 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 8.431 | 0,00 | 502 | 2,24 | ||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 13.178 | 785 | ||||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 5.579 | 32,20 | 348 | 38,65 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 3.636 | 227 | ||||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 4.753 | -14,51 | 283 | -12,69 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5.514 | 1,10 | 344 | 6,17 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 74.591 | -2,13 | 4.658 | 2,64 | ||||
| 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 | ||||
| 2026-02-11 | 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 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 138.540 | -1,44 | 8.652 | 3,37 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 235.634 | 7,25 | 14.030 | 9,70 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 4.297 | 0,00 | 256 | 2,00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 22.257 | -0,58 | 1.390 | 3,19 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1.089 | 68 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 11.071 | 0,14 | 659 | 2,49 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 309 | 0,00 | 19 | 5,56 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 289.809 | -0,82 | 18.099 | 4,02 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 13.198 | -2,03 | 824 | 2,74 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 8.593 | 0,23 | 512 | 2,40 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 41.587 | -2,39 | 2.597 | 2,41 | ||||
| 2026-02-13 | 13F | Commerce Bank | 12.508 | 0,00 | 745 | 2,20 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 166.704 | 9.162 | ||||||
| 2026-02-11 | 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 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 9.888 | 0,00 | 617 | 4,93 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 16.576 | -10,81 | 1.035 | -6,42 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 3.286 | 205 | ||||||
| 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 | |||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 32.541 | 8,28 | 2.032 | 13,58 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 9.660 | -1,01 | 603 | 3,79 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 275.994 | 2,02 | 17.236 | 7,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 36 | 0,00 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 1.301 | 0,00 | 81 | 5,19 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 53.266 | 1,15 | 3.326 | 6,09 | ||||
| 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 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 3.900 | -3,70 | 244 | 0,83 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 9.432 | 0,33 | 589 | 5,19 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 185.260 | -0,89 | 11.569 | -3,66 | ||||
| 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 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 41.892 | 0,00 | 2.616 | 4,89 | ||||
| 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 | |||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 3.653 | 0,00 | 228 | 0,44 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.778.841 | 5,47 | 105.912 | 7,88 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 9.636 | 0,00 | 602 | 4,89 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 680 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 4.638 | 0,00 | 290 | 4,71 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 408.979 | -3,69 | 25.541 | 1,01 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 9.779 | -3,57 | 582 | -1,36 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 6.118 | 0,00 | 382 | 4,95 | ||||
| 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 | ||||
| 2026-04-29 | 13F | AG Asset Advisory, LLC | 54.241 | 18,09 | 3.387 | 23,88 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Fmr Llc | 30.721 | 20,24 | 1.829 | 23,00 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 4.428 | 0,32 | 277 | 5,34 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 66.027 | -20,93 | 3.931 | -19,12 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 1.370 | 82 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 2.642 | 14,97 | 165 | 20,59 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 17.369 | -4,70 | 1.085 | -2,25 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 15.551 | -8,79 | 971 | -4,33 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 149.036 | -0,21 | 8.874 | 2,06 | ||||
| 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 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 978 | 11,77 | 61 | 17,31 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 75.635 | 0,00 | 4.723 | 4,89 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 133.937 | -0,90 | 8.364 | 3,94 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 5.544 | 1,09 | 346 | 6,13 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2.132.827 | 29,33 | 141.257 | 43,86 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 253 | 15 | ||||||
| 2026-04-27 | 13F | GDS Wealth Management | 3.881 | 0,00 | 242 | 4,76 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 12.195 | 0,07 | 726 | 2,40 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 10.183 | 0,00 | 636 | 4,79 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 268.647 | 18,51 | 16.828 | 24,68 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 136.618 | -3,87 | 8.532 | 0,83 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 17.746 | -3,28 | 1.108 | 1,47 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 3.867 | -79,09 | 241 | -78,09 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 536.210 | 2,14 | 33.486 | 7,13 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 11.844 | 0,00 | 705 | 2,32 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 14.435 | 28,48 | 901 | 34,88 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 10.787 | 0,06 | 674 | 4,99 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 6.799 | 0,00 | 425 | 4,95 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 61.278 | -13,55 | 3.649 | -11,59 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 321.946 | -0,06 | 20.106 | 4,82 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 18.294 | -2,01 | 1.142 | 2,79 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 163 | 0,62 | 10 | 0,00 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 310.500 | 3,04 | 19.391 | 8,08 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 20.000 | 0,00 | 1.249 | 4,96 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 4.320 | 0,00 | 270 | 4,67 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 33.339 | 21,39 | 2.082 | 27,28 | ||||
| 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 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 4.846 | 0,00 | 303 | 4,86 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 135 | 8 | ||||||
| 2026-02-13 | 13F | Marshall Wace, Llp | 9.653 | 575 | ||||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 357.069 | -1,29 | 22.299 | 3,53 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 57.707 | -0,53 | 3.604 | 4,31 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 1.329 | 0,00 | 79 | 2,60 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 7.833 | 62,44 | 466 | 84,92 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 18.869 | 6,39 | 1.178 | 11,66 | ||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 20.223 | 22,75 | 1 | |||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 96.226 | 920,64 | 5.729 | 945,44 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 3.914 | 0,08 | 233 | 2,64 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 15.001 | 26,03 | 937 | 32,20 | ||||
| 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 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 488.594 | 1,23 | 30.513 | 6,18 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 12.022 | 8,62 | 751 | 13,98 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 8.099 | 15,39 | 523 | 19,41 | ||||
| 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 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 3.428 | 214 | ||||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 60.859 | 258,67 | 3.624 | 267,07 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 8.322 | -1,16 | 520 | 3,59 | ||||
| 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 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 7.853 | 490 | ||||||
| 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 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 4.200 | -7,10 | 262 | -2,60 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 56.428 | -0,47 | 3.417 | 3,52 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.424.039 | -3,92 | 84.787 | -1,73 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 5.258 | 0,32 | 328 | 5,13 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 4.575 | 0,09 | 286 | 4,78 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 6.081 | 380 | ||||||
| 2026-02-10 | 13F | Financial Harvest, LLC | 487.424 | 5,31 | 29.021 | 7,72 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 206.222 | -7,65 | 12.879 | -3,14 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 976 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1.373.292 | 2,49 | 85.762 | 7,50 | ||||
| 2026-01-29 | 13F | UBS Group AG | 440.865 | -5,72 | 26.249 | -3,57 | ||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 84.545 | 10,33 | 5.034 | 12,85 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 221.567 | -1,54 | 13.837 | 3,26 | ||||
| 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 | |||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 497 | 0,00 | 31 | 6,90 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Transce3nd, LLC | 367 | 0,00 | 23 | |||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 5.279 | 22,74 | 330 | 28,52 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 15.360 | -3,77 | 959 | 0,95 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 1.394.118 | -3,14 | 90.074 | 5,10 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1.649 | 0,24 | 103 | 5,15 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 1.357.119 | -0,71 | 84.752 | 4,14 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 1.000 | 0,00 | 62 | 5,08 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.307 | -7,31 | 137 | -4,86 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 10.533 | 1,31 | 658 | 6,14 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 8.977 | 0,23 | 561 | 5,07 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 13.902 | 0,00 | 868 | 4,96 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 1.062 | 63 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 7.951 | 107,87 | 473 | 113,06 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 757.816 | -6,12 | 47.325 | -1,53 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 6.673 | 4,64 | 417 | 9,76 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 10.648 | 0,00 | 1 | |||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 145.353 | 5,90 | 9.077 | 11,07 | ||||
| 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 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 33.952 | 89,20 | 2.031 | 94,54 | ||||
| 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 | |||||
| 2026-02-13 | 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 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 26.382 | 8,18 | 1.648 | 13,51 | ||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 744.251 | 44.313 | ||||||
| 2026-01-27 | 13F | Regions Financial Corp | 151.216 | -0,32 | 9.003 | 1,96 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 1.116 | 0,00 | 66 | 3,13 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 5.814 | 0,00 | 363 | 4,91 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 5.300 | 0,00 | 331 | 4,76 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 18.685 | -0,57 | 1.167 | 4,29 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 35 | 0,00 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 56.195 | 22,13 | 3.346 | 24,91 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 7.647 | -0,87 | 478 | 3,92 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 7.499 | 0,40 | 468 | 7,83 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 3.422 | -1,78 | 214 | 2,90 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 408.773 | 2,44 | 24.338 | 4,78 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43.234 | -3,22 | 2.700 | 1,54 | ||||
| 2026-04-28 | 13F | Disciplined Equity Management, Inc. | 414.170 | -0,91 | 25.865 | 3,94 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 8.317 | 0,00 | 484 | 8,04 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 34.072 | -2,54 | 2.128 | 2,21 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 5.717 | 0,33 | 357 | 5,31 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 26.409 | 0,64 | 1.572 | 2,95 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 37.762 | 2.358 | ||||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 4.083 | 0,05 | 255 | 4,53 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 131.795 | 503,48 | 7.847 | 517,39 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 7.426 | 0,00 | 442 | 2,31 | ||||
| 2026-04-22 | 13F | Motco | 2.352 | 0,00 | 147 | 4,29 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 31 | 0,00 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 55.267 | -4,99 | 3.451 | -0,35 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 296.170 | 6,45 | 17.634 | 8,89 | ||||
| 2026-04-22 | 13F | Peavine Capital, Llc | 5.188 | 0,00 | 324 | 4,87 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 170 | 0,00 | 10 | 11,11 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 1.189.189 | 1,53 | 71.054 | 5,04 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 41.354 | -1,23 | 2.583 | 3,61 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 24.309 | 14,10 | 1.518 | 19,72 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 9.470 | 0,00 | 591 | 4,97 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 13.166 | -0,58 | 822 | 4,31 | ||||
| 2025-11-13 | 13F | Johnson Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 76.889 | -4,54 | 4.578 | -2,37 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 4.183.471 | 27,93 | 249.084 | 41,16 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 18.970 | -0,01 | 1.185 | 4,87 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 36.160 | -0,19 | 2.153 | 2,09 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 40.843 | 1,63 | 2.551 | 6,61 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 6.184 | 0,00 | 386 | 4,89 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 1.401 | -3,18 | 0 | |||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 3.397 | -14,86 | 202 | -12,93 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 12.126 | 2,48 | 1 | |||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 35.801 | -0,49 | 2.236 | 4,34 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 25.946 | 0,00 | 1.545 | 0,00 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 7.967 | 0,00 | 474 | 2,38 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 26.113 | -0,84 | 1.631 | 4,02 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 11.011 | -21,15 | 688 | -17,33 | ||||
| 2026-04-21 | 13F | Maseco Llp | 10.139 | -4,55 | 633 | 0,16 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 4.686 | 0,00 | 279 | 2,57 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 2.199 | -3,72 | 131 | -1,52 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 10.357 | -3,66 | 647 | 0,94 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 52.632 | -2,13 | 3.287 | 2,66 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 4.836 | 0,21 | 288 | 2,50 | ||||
| 2026-04-20 | 13F | City State Bank | 133.825 | 10,04 | 8.357 | 15,41 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 5.020 | 0,00 | 299 | 2,05 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 7.211 | 0,00 | 450 | 4,90 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 13.939 | 0,02 | 871 | 4,95 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 23.682 | -1,42 | 1.479 | 3,36 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 42.592 | -1,55 | 2.660 | 3,26 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 11.226 | -5,07 | 668 | -2,91 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 15.475 | 0,00 | 921 | 2,33 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 25.869 | -3,02 | 1.540 | -0,77 | ||||
| 2025-11-06 | 13F | Asset Planning Corporation | 4.362 | 254 | ||||||
| 2026-01-27 | 13F | WealthCollab, LLC | 22.975 | 0,00 | 1.368 | 2,24 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 3.312 | 207 | ||||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 216.187 | -0,07 | 12.872 | 2,22 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 31.516 | -7,15 | 1.968 | -2,57 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 5.082 | 0,00 | 331 | 9,27 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 5.886 | -4,65 | 368 | 0,00 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4.500 | -68,09 | 293 | -66,78 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 364.328 | 0,63 | 22.752 | 5,55 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 77.670 | -5,84 | 4.851 | -1,24 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 4.428 | 0,00 | 264 | 2,33 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 84.122 | 5.009 | ||||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 11.656 | 31,32 | 728 | 37,69 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 3.649 | 0,75 | 217 | 3,33 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 4.230 | 252 | ||||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 8.128 | -6,06 | 484 | -3,98 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 16.772 | 2,77 | 1.047 | 7,83 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 39.253 | -0,04 | 2.337 | 2,28 | ||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 3.983 | 0,00 | 237 | 2,60 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 31.596 | 6,26 | 1.973 | 11,47 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 3.645 | 0,14 | 228 | 5,09 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 41.933 | -4,72 | 2.497 | -2,54 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 21.123 | 0,04 | 1.374 | 2,77 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 14.349 | 0,00 | 854 | 2,28 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 699.495 | 0,82 | 41.648 | 3,12 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 50.327 | 92,89 | 3.143 | 102,32 | ||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 7.145 | 425 | ||||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 244.100 | -39,47 | 14.534 | -38,09 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 13.284.203 | 0,31 | 790.941 | 2,60 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 210.687 | 4,84 | 13.157 | 9,97 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 117.161 | -6,63 | 7.317 | -2,07 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 40.611 | -0,60 | 2.536 | 4,28 | ||||
| 2026-01-13 | 13F | NerdWallet Wealth Partners, LLC | 23.466 | 0,00 | 1.397 | 2,34 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 229.914 | -5,08 | 13.689 | -2,91 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 3.868 | 0,00 | 258 | 11,74 | ||||
| 2026-02-12 | 13F | Correct Capital Wealth Management | 9.033 | 0,00 | 538 | 2,29 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 18.520 | 11,58 | 1.103 | 14,08 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 24.995 | 9,45 | 1.561 | 14,79 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 625.279 | 7,79 | 37.229 | 10,25 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 46.178 | 0,35 | 2.884 | 5,26 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 506.055 | -8,53 | 30.131 | -6,44 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 17.405 | 0,12 | 1.036 | 2,47 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 1.014 | 60 | ||||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 2.840.246 | 0,22 | 183.508 | 4,97 |
