Grundlæggende statistik
| Institutionelle ejere | 535 total, 535 long only, 0 short only, 0 long/short - change of 11,90% MRQ |
| Gennemsnitlig porteføljeallokering | 1.5292 % - change of 2,69% MRQ |
| Institutionelle aktier (lange) | 192.157.860 (ex 13D/G) - change of 19,42MM shares 11,24% MRQ |
| Institutionel værdi (lang) | $ 6.135.079 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF (US:DFEM) har 535 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 192,157,860 aktier. Største aktionærer omfatter Forum Financial Management, LP, Colony Group, LLC, CI Private Wealth, LLC, Buckingham Strategic Partners, Truepoint, Inc., Sequoia Financial Advisors, LLC, HighTower Advisors, LLC, HBK Sorce Advisory LLC, BKD Wealth Advisors, LLC, and Parcion Private Wealth LLC .
Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF (ARCA:DFEM) 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 20, 2026 is 38,35 / share. Previously, on April 21, 2025, the share price was 25,59 / share. This represents an increase of 49,86% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | 25 Llc | 31.340 | 1,30 | 1.083 | 5,77 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 262.582 | -0,63 | 8.686 | 2,50 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 334.424 | -11,66 | 11.063 | -8,88 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 131.587 | 82,09 | 4.579 | 91,59 | ||||
| 2026-04-20 | 13F | Emprise Bank | 544.566 | 11,27 | 18.815 | 16,21 | ||||
| 2026-01-27 | 13F | Mills Wealth Advisors LLC | 313.769 | -1,00 | 10.379 | 2,13 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 2.096 | 69 | ||||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 2.217 | 73 | ||||||
| 2026-01-15 | 13F | BetterWealth, LLC | 129.130 | -1,43 | 4.272 | 1,67 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 54.703 | 9,26 | 1.890 | 14,07 | ||||
| 2026-01-30 | 13F | Torren Management, LLC | 50.903 | 1.684 | ||||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 740.196 | 0,65 | 25.574 | 5,12 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 5.231 | 72,98 | 173 | 80,21 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 65.798 | 9,84 | 2.273 | 14,74 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 1.452.492 | 0,52 | 48.048 | 3,68 | ||||
| 2026-02-17 | 13F | Guardian Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 6.560 | 0,00 | 227 | 4,15 | ||||
| 2026-01-26 | 13F | Sterling Wealth Advisors Inc | 27.542 | -2,71 | 911 | -0,98 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 1.405 | 0,00 | 46 | 2,22 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 2.093.063 | 12,38 | 69.239 | 15,92 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 325 | -61,76 | 11 | -62,96 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 15.952 | -2,28 | 528 | 0,76 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 495.857 | -45,61 | 17.132 | -45,31 | ||||
| 2025-10-31 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 5.889 | 0,00 | 195 | 3,19 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 223.810 | -9,57 | 7.733 | -5,55 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 1.125 | 0,00 | 39 | 2,70 | ||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 454.063 | 3,90 | 15.021 | 7,18 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 39.067 | 2,27 | 1.350 | 6,81 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 62.339 | 2.062 | ||||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 80.151 | -4,20 | 2.769 | 0,07 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 38.988 | 0,07 | 1.429 | 7,29 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 154.978 | 91,56 | 5.355 | 100,07 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 1.023 | 2.335,71 | 34 | 3.200,00 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 346 | 0,29 | 11 | 0,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 253.398 | 5,67 | 8.818 | 11,17 | ||||
| 2026-02-09 | 13F | Gordian Advisors LLC | 16.509 | -0,63 | 546 | 2,63 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 1.668.584 | 6,60 | 55.197 | 9,95 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 112.801 | -0,70 | 3.731 | 2,42 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 252.381 | 4,94 | 8.720 | 9,60 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 25.615 | 0,00 | 885 | 4,37 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 3.760.186 | 2,35 | 124.387 | 5,57 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 54.353 | -3,28 | 1.878 | 0,97 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 57.352 | 72,47 | 1.533 | 80,57 | ||||
| 2026-01-13 | 13F | Scratch Capital Llc | 214.377 | 4,94 | 7.092 | 8,24 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 248.239 | 6,06 | 8.212 | 9,41 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 1.741.258 | -2,75 | 57.601 | 0,31 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 342.787 | 1,50 | 11.843 | 6,02 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 180 | 0 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.998.223 | 4,78 | 66.101 | 8,08 | ||||
| 2026-02-13 | 13F | SageOak Financial, LLC | 182.310 | -2,14 | 6.031 | 0,94 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 140.070 | -14,74 | 4.634 | -4,96 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 15.709 | 0,00 | 520 | 3,18 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 170.751 | 6,83 | 5.648 | 10,20 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 20.748 | 27,03 | 717 | 32,59 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 89.983 | -7,18 | 2.977 | -4,25 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 756.542 | -0,98 | 25.026 | 2,13 | ||||
| 2025-10-30 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 325.185 | 7,91 | 10.757 | 11,31 | ||||
| 2026-02-12 | 13F | Betterment LLC | 889.780 | 4,01 | 29 | 7,41 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 12.129 | 401 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 8.509 | 663,14 | 281 | 702,86 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Trust Co of the South | 338.197 | 2,52 | 11.685 | 7,07 | ||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 7.706 | 2,94 | 255 | 5,83 | ||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 667.418 | 22.078 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 1.674.861 | 8.803,15 | 55 | |||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 42.418 | 0,79 | 1.466 | 5,24 | ||||
| 2026-01-08 | 13F | Bayshore Asset Management, Llc | 28.608 | 5,53 | 946 | 8,86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 912 | -0,55 | 30 | 3,45 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 2.647.836 | 67,67 | 87.590 | 72,95 | ||||
| 2026-01-26 | 13F | Quarry Hill Advisors, Llc | 241.160 | 5,00 | 7.978 | 8,31 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 339.821 | 13,47 | 11.241 | 17,04 | ||||
| 2026-01-15 | 13F | Avant Financial Advisors LLC | 137.037 | 1,25 | 4.533 | 4,45 | ||||
| 2026-02-11 | 13F | United Wealth Management, LLC | 268.427 | 1,91 | 8.880 | 5,11 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Kane Co Wealth Management, Inc. | 99.696 | 3.298 | ||||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 306.629 | 24,54 | 10.594 | 30,08 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 7.623 | 263 | ||||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 100.751 | -0,37 | 3.586 | 8,77 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 6.304 | 218 | ||||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 330.236 | -2,26 | 11.410 | 2,08 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 64.129 | 2,40 | 2.121 | 5,63 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7.440 | 257 | ||||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 49.251 | -2,61 | 1.629 | 0,49 | ||||
| 2026-02-17 | 13F | Abel Hall, LLC | 79.280 | -1,28 | 2.623 | 1,83 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 43.821 | -0,13 | 955 | -36,88 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 16.183 | 4,08 | 535 | 7,43 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 2.616.035 | 1,55 | 86.538 | 4,75 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 120.149 | 2,67 | 4.151 | 7,23 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 217.283 | -5,97 | 7.188 | -3,01 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 276.989 | 12,18 | 9.164 | 16,16 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 3.883 | 11,26 | 134 | 16,52 | ||||
| 2026-01-14 | 13F | Quad-Cities Investment Group, LLC | 16.560 | 3,18 | 548 | 6,42 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 2.427 | 0,46 | 80 | 3,90 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 818.751 | 5,81 | 26 | 18,18 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 231.412 | 13,81 | 7.995 | 18,87 | ||||
| 2026-02-24 | 13F | Tru Independence Asset Management 2, Llc | 37.015 | 8,07 | 1.224 | 11,48 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 44.940 | 1,37 | 1.441 | 9,58 | ||||
| 2026-02-06 | 13F | Delap Wealth Advisory, Llc | 381.498 | 4,49 | 12.620 | 6,95 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 3.809 | 0,13 | 132 | 4,80 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 18.673 | 1,50 | 618 | 4,75 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 84.979 | -40,63 | 2.954 | -39,56 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 219.120 | -0,15 | 7.248 | 2,98 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 45.313 | 12,11 | 1.566 | 17,14 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 13.820 | 25,67 | 457 | 25,90 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.643 | 53 | ||||||
| 2026-02-10 | 13F | Cravens & Co Advisors, LLC | 384.582 | 2,91 | 13.245 | 10,51 | ||||
| 2026-02-11 | 13F | Prism Planning Partners LLC | 142.474 | 4.713 | ||||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 86.823 | 11,25 | 2.872 | 14,79 | ||||
| 2026-02-17 | 13F | Creative Planning | 498.179 | 12,33 | 16.480 | 15,86 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 16.796 | 11,02 | 556 | 13,03 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 113.600 | -0,70 | 3.758 | 2,43 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 284.260 | 28,47 | 9.403 | 32,51 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 16.067 | 0,00 | 555 | 4,52 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 7.960 | 263 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 688.384 | 6,04 | 23.784 | 10,75 | ||||
| 2026-01-20 | 13F | Pine Harbor Wealth Management, LLC | 6.247 | 0,00 | 207 | 3,00 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 700.249 | -1,47 | 24.194 | 2,91 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 10.802 | -6,23 | 357 | -3,25 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 1.027.944 | 69,14 | 34.005 | 74,47 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 126.761 | -2,03 | 4.380 | 2,31 | ||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 8.773 | 290 | ||||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 565.650 | 12,07 | 18.712 | 15,59 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 345.770 | 11,62 | 11.946 | 16,58 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 472.869 | 11,47 | 16.338 | 16,43 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 140.799 | 0,39 | 4.658 | 3,53 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 11.088 | 14,78 | 367 | 18,45 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 637.968 | 95,41 | 22.042 | 104,10 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 26.940 | 56,99 | 891 | 62,00 | ||||
| 2026-02-02 | 13F | Your Advocates Ltd., LLP | 867.529 | -0,89 | 28.698 | 2,23 | ||||
| 2026-02-11 | 13F | Babb Wealth Advisors LLC | 7.485 | 248 | ||||||
| 2025-11-14 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Equita Financial Network, Inc. | 503.023 | 7,70 | 16.640 | 11,10 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 1.102.285 | 1,14 | 40.388 | 9,54 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 2.129.625 | 3,90 | 70.448 | 7,17 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 30.566 | 2,15 | 1.011 | 5,42 | ||||
| 2026-01-30 | 13F | Sageworth Trust Co of South Dakota | 120.036 | 45,52 | 3.971 | 50,09 | ||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 23.333 | 8,91 | 772 | 12,23 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 1.335 | 87,76 | 44 | 100,00 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 374.932 | 7,41 | 12.954 | 12,18 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 169 | 6 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 109.962 | 10,52 | 3.638 | 14,01 | ||||
| 2026-04-17 | 13F | Tencap Wealth Coaching, LLC | 600.108 | -2,29 | 20.763 | 2,05 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 81.750 | 3 | ||||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 15.385 | 509 | ||||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 12.214 | -68,85 | 404 | -67,89 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 43.513 | 4,63 | 1.596 | 16,24 | ||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 1.024.259 | 3,50 | 33.882 | 6,76 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 23 | 4,55 | 1 | |||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 339.507 | 11.726 | ||||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 347.110 | -2,68 | 11.993 | 1,64 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 2.084 | 0,00 | 69 | 3,03 | ||||
| 2026-02-09 | 13F | Elite Life Management LLC | 27.737 | 1.004 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 4.602 | 0,00 | 152 | 3,40 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 9.614 | 1,70 | 318 | 4,95 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 6.814 | -1,87 | 235 | 2,17 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 7.420 | -3,60 | 245 | -0,41 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 11.762 | 0,00 | 389 | 3,18 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 297.851 | 9,97 | 9.853 | 13,42 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 495 | 16 | ||||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 530 | 0,19 | 18 | 5,88 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 28.540 | -0,64 | 986 | 3,79 | ||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 439.108 | 4,07 | 14.526 | 7,34 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 49.702 | -4,57 | 1.799 | 7,72 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 51.591 | 1.707 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 8.006 | 265 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 1.703.596 | 104,90 | 56.355 | 111,35 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 15.670 | 10,19 | 518 | 13,60 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 21.548 | -3,47 | 713 | -0,42 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 339.507 | 12,26 | 11.726 | 17,20 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 2.300.755 | 445,90 | 76.109 | 463,10 | ||||
| 2026-02-12 | 13F | Vistica Wealth Advisors, LLC | 163.805 | 5.419 | ||||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 541.634 | -0,67 | 18.713 | 25,30 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6.204 | 205 | ||||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 41.639 | 2,50 | 1.377 | 5,76 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 14.600 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 11.110 | 368 | ||||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 108.328 | 19,19 | 4 | 50,00 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 213.025 | 0,08 | 7.047 | 3,22 | ||||
| 2026-01-16 | 13F | Blossom Wealth Management | 20.937 | -3,83 | 693 | -0,86 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 53.576 | 1.962 | ||||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 217.530 | 74,64 | 7.196 | 80,15 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 1.430.647 | 208,56 | 47.326 | 218,28 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 5.831 | 21,45 | 193 | 25,49 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 108.392 | 0,46 | 3.586 | 3,61 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 26.461 | 9,45 | 875 | 12,90 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 366 | -58,78 | 12 | -57,14 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 108.371 | -0,21 | 3.584 | 2,90 | ||||
| 2026-02-11 | 13F | Avise Financial Cooperative, Inc. | 38.220 | 1.264 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 62.384 | 3,81 | 2.069 | 7,60 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 586.553 | 1,28 | 20.265 | 5,78 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 3.522 | 34,07 | 117 | 38,10 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 508.983 | 3,48 | 16.837 | 6,75 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 | -99,98 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 594.715 | 2,99 | 19.673 | 109.194,44 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 72.852 | 2.410 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 66.993 | 12,25 | 2.315 | 17,22 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 5.401 | 0,00 | 179 | 2,89 | ||||
| 2026-02-13 | 13F | Eaton-Cambridge Inc. | 650.541 | 2,94 | 21.520 | 6,18 | ||||
| 2026-01-29 | 13F | Verisail Partners, LLC | 468.061 | 0,65 | 15.483 | 3,82 | ||||
| 2026-01-26 | 13F | Hassell Wealth Management, LLC | 401.317 | -2,54 | 13.934 | 5,51 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 335.660 | -19,40 | 11.104 | -16,86 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 22.745 | 585,30 | 786 | 620,18 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 132.269 | -1,52 | 4.570 | 2,84 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 14.795 | -3,58 | 511 | 0,79 | ||||
| 2026-02-03 | 13F | Heffernan Advisory, Inc | 72.539 | 2.400 | ||||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 17.253 | 0,00 | 596 | 4,56 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 12.365 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 519.744 | 1,12 | 17.193 | 4,31 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 303.686 | 11,96 | 10.492 | 16,93 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 130.964 | 0,80 | 4.525 | 5,28 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 103.570 | 0,53 | 3.578 | 4,99 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 201.838 | -81,54 | 6.974 | -80,72 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 174.654 | 2,88 | 6.032 | 1,50 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 110.355 | 2,59 | 3.785 | 10,45 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 119.231 | -0,09 | 3.944 | 3,06 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 96.778 | 176,18 | 3 | 200,00 | ||||
| 2025-11-10 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 20.147 | 5,10 | 696 | 6,26 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 238.465 | 5,67 | 7.648 | 14,19 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 3.118.513 | 3.691,78 | 112.890 | 4.139,20 | ||||
| 2026-01-23 | 13F | Warburton Capital Management, LLC | 56.847 | 0,45 | 2 | 0,00 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 2.741 | 91 | ||||||
| 2026-04-15 | 13F | NorthAvenue LLC | 146.156 | -1,51 | 5.050 | 2,87 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 41.193 | 9,36 | 1.363 | 12,75 | ||||
| 2026-01-30 | 13F | Oakwell Private Wealth Management, LLC | 1.062.006 | 3,16 | 35.131 | 6,41 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 14.957 | 0,19 | 495 | 7,39 | ||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 385.417 | 4,09 | 12.750 | 7,37 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 200.786 | -0,06 | 6.642 | 3,09 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 56.202 | 3,50 | 1.942 | 8,07 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 96.331 | 4,90 | 3.328 | 9,58 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 4.997.417 | 12,57 | 165.315 | 16,12 | ||||
| 2026-02-11 | 13F | Hoxton Planning & Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 84.352 | 6,62 | 2.790 | 10,58 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 305.037 | 4,71 | 10.091 | 8,01 | ||||
| 2026-02-05 | 13F | BluePrint Investing LLC | 79.650 | 2.635 | ||||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 676.592 | -0,01 | 23.376 | 4,44 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 10.500 | 0,00 | 347 | 3,27 | ||||
| 2026-01-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 6.900 | 0,00 | 228 | 3,17 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 139.346 | 132,34 | 4.610 | 139,68 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 21.614 | 5,89 | 715 | 9,17 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 35.441 | -0,45 | 1.172 | 2,72 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 268.331 | 2,34 | 8.876 | 5,57 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 96.744 | 7,42 | 3.343 | 12,19 | ||||
| 2026-02-11 | 13F | Clarity Wealth Development LLC | 224.048 | 12,72 | 7.412 | 11,90 | ||||
| 2026-01-15 | 13F | Enzi Wealth | 54.057 | -72,51 | 1.875 | -70,71 | ||||
| 2026-02-12 | 13F | Menora Mivtachim Holdings Ltd. | 286.479 | 11,53 | 9.477 | 15,04 | ||||
| 2026-03-02 | 13F | Cogent Strategic Wealth Llc | 81.873 | 2.908 | ||||||
| 2026-01-23 | 13F | Mustard Seed Financial, LLC | 12.267 | 3,20 | 406 | 6,30 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 247.167 | 6,91 | 8.540 | 11,66 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 422.874 | 2,86 | 13.989 | 6,10 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 7.308 | 242 | ||||||
| 2026-02-11 | 13F | Franklin Resources Inc | 3.120 | 103 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 97.699 | 0,06 | 3.232 | 3,19 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 223 | -8,23 | 7 | 0,00 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 236.948 | 2,83 | 8.187 | 7,40 | ||||
| 2026-01-16 | 13F | Mattern Wealth Management LLC | 293.027 | 3,75 | 9.693 | 7,02 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 37.847 | 3,59 | 1.252 | 6,83 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 36.569 | 18,63 | 1.263 | 23,95 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 62.739 | 2,85 | 2.075 | 6,08 | ||||
| 2026-02-17 | 13F | Fmr Llc | 16.956 | 36,11 | 561 | 40,35 | ||||
| 2025-11-05 | 13F | Evermay Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Truist Financial Corp | 179.086 | 0,78 | 5.924 | 3,97 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 429.703 | 11,32 | 14.215 | 13,94 | ||||
| 2025-11-07 | 13F | Pnc Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 47.634 | 0,22 | 1.654 | 6,78 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 387.681 | 7,39 | 13.394 | 12,16 | ||||
| 2026-01-28 | 13F | Core Wealth Management, Inc. | 50.408 | 1,45 | 1.667 | 4,65 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 89.550 | 12,54 | 2.962 | 16,11 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 13.501 | 447 | ||||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 7.017.528 | 16,65 | 232.140 | 18,59 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 12.421 | 0,00 | 429 | 1,42 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 608.709 | 19,48 | 20 | 25,00 | ||||
| 2026-02-09 | 13F | Flagstone Financial Management | 492.792 | -2,25 | 16.302 | 0,82 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 6.765 | 224 | ||||||
| 2026-01-16 | 13F | Applied Capital LLC | 51.578 | -1,24 | 1.706 | 1,91 | ||||
| 2026-01-20 | 13F | Hippocratic Financial Advisors, LLC | 266.474 | 3,65 | 8.815 | 6,91 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1.657.178 | 20,78 | 63.984 | 40,97 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 6.424 | 213 | ||||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 48.562 | 40,49 | 1.606 | 44,95 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 335.561 | 0,71 | 11.100 | 3,87 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 27.827 | -59,63 | 961 | -57,85 | ||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 12.833 | 17,49 | 425 | 21,14 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 440 | 0,00 | 15 | 0,00 | ||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 309.068 | 9,65 | 10.224 | 13,10 | ||||
| 2026-01-15 | 13F | Vannoy Advisory Group, Inc. | 324.658 | -1,43 | 10.740 | 1,68 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 159.346 | 6,38 | 5.271 | 9,74 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 477.032 | -3,09 | 16.481 | 1,21 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 127.147 | 30,09 | 4.393 | 35,85 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 1.043.991 | 6,20 | 35.741 | 21,02 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 13.581 | 469 | ||||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 14.529 | 0,00 | 481 | 3,23 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.101.517 | -18,96 | 36.438 | -16,41 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 30 | -81,25 | 1 | -100,00 | ||||
| 2026-01-28 | 13F | First Financial Group Corp | 33.215 | 0,85 | 1.099 | 3,98 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 678.243 | -1,46 | 23.433 | 2,92 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 46.821 | -1,65 | 1.618 | 2,73 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 20.296 | 671 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 8.384 | 0,00 | 290 | 4,33 | ||||
| 2026-01-22 | 13F | Capstone Capital Wealth Advisors | 529.203 | -2,66 | 17.506 | 0,41 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 2.748.630 | 0,12 | 90.925 | 3,27 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 2.706 | 0,63 | 90 | 3,49 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 80.114 | 7,56 | 2.650 | 10,97 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 6.439 | 2,27 | 213 | 5,97 | ||||
| 2026-02-02 | 13F | HTG Investment Advisors, Inc. | 294.698 | 3,94 | 9.749 | 7,22 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 957.726 | 1,91 | 31.682 | 5,12 | ||||
| 2026-02-13 | 13F | Strathmore Capital Advisors, Inc. | 24.762 | 42,11 | 819 | 46,77 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 179.664 | 1,80 | 5.943 | 5,02 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 217.976 | 3,04 | 7.211 | 6,28 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 28.551 | -4,91 | 986 | -0,70 | ||||
| 2026-02-03 | 13F | New Dimensions Wealth Management, LLC | 364.199 | -1,15 | 12.048 | 1,96 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 20.064 | -3,39 | 1 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 9.320 | 0,06 | 308 | 3,36 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 189.774 | 1,89 | 6.557 | 6,43 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 4.967.176 | 1,62 | 164.314 | 4,82 | ||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 214.023 | 64,38 | 7.080 | 69,56 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 830.825 | 6,66 | 27.484 | 10,02 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 222 | 0 | ||||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 4.572 | -4,55 | 151 | -1,31 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 33.476 | -9,90 | 1.157 | -5,94 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 64.799 | 2.144 | ||||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 546 | 18 | ||||||
| 2026-01-30 | 13F | Rogco, Lp | 3.887 | 129 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 7.018.772 | 22,14 | 232.476 | 25,95 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 74.628 | -1,90 | 2.578 | 2,46 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 1.000 | 0,00 | 33 | 3,13 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 44.790 | -1,25 | 1.547 | 3,13 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 63.757 | -18,80 | 2.109 | 7,66 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 3.508 | 0,80 | 122 | 6,09 | ||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 103.628 | 5,71 | 3.428 | 9,07 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 67.784 | 3,29 | 2.342 | 7,88 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 770.506 | 4,38 | 26.475 | 9,97 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 10.746 | 355 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 86.604 | -51,98 | 2.865 | -50,48 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 36.815 | -0,99 | 1.218 | 2,10 | ||||
| 2026-01-20 | 13F | HBE Wealth Management, LLC | 146.581 | 4.849 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 16.158 | -27,27 | 558 | -26,42 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 238 | 26,60 | 8 | 16,67 | ||||
| 2026-02-05 | 13F | Tilson Financial Group, Inc. | 268.094 | 5,81 | 8.869 | 9,14 | ||||
| 2026-02-10 | 13F | Chico Wealth RIA | 18.235 | 0,00 | 603 | 3,25 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 7.818 | 0,63 | 259 | 3,61 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 6.399 | 0,00 | 205 | 0,00 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 23.219 | 6,13 | 768 | 9,56 | ||||
| 2026-02-17 | 13F | Family Management Corp | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Riverbend Wealth Management, LLC | 8.385 | 277 | ||||||
| 2026-01-22 | 13F | Squire Investment Management Company, LLC | 444.894 | 0,85 | 14.717 | 4,03 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 18.547 | -5,75 | 641 | -1,54 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 505.934 | 0,18 | 17.480 | 4,64 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 9.995 | 11,66 | 345 | 16,55 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 287 | 0,00 | 9 | 0,00 | ||||
| 2026-02-10 | 13F | Financial Harvest, LLC | 210.609 | 5,91 | 6.967 | 9,24 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 637 | 0,63 | 21 | 5,00 | ||||
| 2026-01-23 | 13F | Kooman & Associates | 1.010.987 | 1,09 | 33.443 | 4,27 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | BCU Wealth Advisors, LLC | 358.432 | 5,42 | 11.857 | 8,74 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 8.807 | -1,89 | 291 | 1,39 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 205.313 | -3,77 | 6.792 | -0,75 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 558.951 | 6,01 | 18.490 | 9,34 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 167.539 | 6,55 | 5.788 | 8,82 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 344.552 | 8,66 | 11.904 | 13,49 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 51.634 | -5,67 | 1.834 | 0,60 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 34.049 | 23,77 | 1.176 | 29,37 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 159.561 | -3,11 | 5.278 | -0,06 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 265.385 | 4,28 | 8.779 | 7,56 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.089 | 359,49 | 36 | 414,29 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 19.592 | -13,27 | 648 | -10,50 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 107.694 | 34,46 | 3.563 | 38,71 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 240.175 | 5,14 | 7.945 | 8,46 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 17.585.374 | 2,02 | 581.724 | 5,23 | ||||
| 2026-01-15 | 13F | RCS Financial Planning, LLC | 164.686 | -2,11 | 5.448 | 0,96 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 11.568 | 0,22 | 383 | 3,24 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 183.575 | 1,16 | 6.343 | 5,65 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 10.971 | 11,93 | 379 | 16,98 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 13.963 | 462 | ||||||
| 2026-02-13 | 13F | Citigroup Inc | 27.962 | 46,84 | 925 | 51,48 | ||||
| 2026-01-29 | 13F | Porter White Investment Advisors, Inc. | 118.379 | -3,82 | 3.916 | -0,81 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 675.774 | -1,26 | 22.355 | 1,85 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 20.041 | 0,00 | 663 | 3,12 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 1.033.237 | 3,82 | 34.179 | 7,09 | ||||
| 2026-02-10 | 13F | Bridge Generations Wealth Management Llc | 248.556 | -4,10 | 8.222 | -1,07 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 100.344 | -94,56 | 3.319 | -94,39 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 14.300 | 0,11 | 473 | 3,28 | ||||
| 2026-02-06 | 13F | One Degree Advisors Inc | 270.107 | 12,66 | 9 | 14,29 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 1.100.863 | 14,11 | 40.501 | 26,91 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 100.442 | -3,36 | 3.470 | 0,93 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 10.629 | 0,00 | 352 | 3,24 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 9.059 | 0,00 | 300 | 3,10 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 172 | -10,42 | 6 | -16,67 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 906.047 | 9,16 | 31.304 | 14,02 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 89.126 | 0,06 | 2.948 | 0,20 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 312.748 | 5,48 | 10.346 | 8,80 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 33.529 | 1,98 | 1.109 | 2,21 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 284 | 0,35 | 10 | 0,00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 11.607 | 401 | ||||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 96.044 | 3,99 | 3.177 | 7,29 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 225 | 8 | ||||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 6.384 | 211 | ||||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 107.381 | -2,68 | 3.552 | 0,40 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 94.530 | 77,98 | 3.266 | 85,99 | ||||
| 2026-01-26 | 13F | O'Connor Financial Group LLC | 220.686 | -2,24 | 7.839 | 8,27 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 53.745 | 5,44 | 1.857 | 10,08 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 26.383 | 27,17 | 873 | 31,13 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 266.350 | 181,50 | 8.811 | 190,38 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 229.480 | -0,36 | 7.929 | 4,07 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 51.655 | -0,07 | 1.709 | 3,08 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 1.107.968 | -8,57 | 38.280 | -4,50 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Rachor Investment Advisory Services, LLC | 383.360 | 12.682 | ||||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 255.280 | -0,00 | 8.445 | 3,14 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 751.191 | 7,68 | 24.849 | 11,07 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 135.980 | -1,24 | 4.498 | 1,88 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 36.841 | 8,76 | 1.281 | 14,29 | ||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 3.122 | 0,00 | 103 | 3,00 | ||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 1.281.760 | 0,71 | 42.401 | 3,89 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 10.255 | 354 | ||||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 27.540 | 56,80 | 911 | 61,81 | ||||
| 2026-01-26 | 13F | Oceanside Advisors LLC | 18.024 | 3,20 | 596 | 6,43 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 87.136 | 211,73 | 2.882 | 221,65 | ||||
| 2026-02-04 | 13F | Schubert & Co | 38.384 | 0,00 | 1.270 | 3,17 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 52.622 | 157,66 | 1.818 | 169,33 | ||||
| 2026-02-05 | 13F | Evensky & Katz LLC | 2.415.304 | -0,57 | 80 | 2,60 | ||||
| 2026-01-15 | 13F | Foster & Motley Inc | 8.482 | -4,86 | 0 | |||||
| 2026-02-13 | 13F | Brown Advisory Inc | 38.666 | 0,00 | 1.279 | 3,15 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 55.216 | 1,31 | 1.827 | 4,52 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 8.808 | 5,45 | 291 | 8,99 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 294.570 | 113,37 | 10.177 | 122,89 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 1.073.486 | 4,69 | 35.511 | 7,99 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 104.901 | 3.470 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 40.673 | 4,64 | 1.345 | 7,95 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 12.978 | 10.625,62 | 429 | 14.200,00 | ||||
| 2025-10-21 | 13F | Optimum Investment Advisors | 120 | 0,00 | 4 | 0,00 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 60.469 | 200,74 | 2.000 | 210,56 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 380 | 0,00 | 13 | 0,00 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 23.630 | -12,45 | 782 | -9,71 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Professional Financial Solutions Llc /adv | 128.301 | 4.244 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 2.649 | -24,40 | 88 | -22,32 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 543.826 | 0,21 | 18.789 | 4,67 | ||||
| 2025-11-14 | 13F | RW Investment Management LLC | 1.964.109 | 6,98 | 62.989 | 15,59 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 5.888 | -22,42 | 195 | -20,16 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 6.937 | 229 | ||||||
| 2026-01-16 | 13F | Financial Planning Navigators CORP | 473.647 | 15.668 | ||||||
| 2026-01-27 | 13F | Miramar Fiduciary Corp | 983.777 | -3,15 | 32.543 | -0,10 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 1.487.693 | 0,69 | 47.710 | 8,80 | ||||
| 2026-02-03 | 13F | Drucker Wealth 3.0, LLC | 18.691 | 1,79 | 618 | 5,10 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 514.087 | 0,01 | 17 | 0,00 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 84.247 | 25,66 | 2.787 | 29,58 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 723.039 | 2,34 | 23.918 | 5,57 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 260 | 9 | ||||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 681 | 0,00 | 24 | 4,55 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 6.625 | 0,42 | 219 | 3,79 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 2.577 | 0,00 | 85 | 3,66 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.105 | 0,00 | 235 | 3,52 | ||||
| 2026-01-14 | 13F | Disciplined Equity Management, Inc. | 9.460 | 10,13 | 313 | 13,45 | ||||
| 2026-02-02 | 13F | Planning Center, Inc. | 491.490 | -8,53 | 16.258 | -5,65 | ||||
| 2026-01-22 | 13F | Maseco Llp | 2.087.679 | 5,15 | 69.050 | 8,41 | ||||
| 2026-02-11 | 13F | OneAscent Family Office, LLC | 7.101 | 0,62 | 235 | 3,54 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 1.053.441 | -1,43 | 34.848 | 1,93 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 149.318 | 5 | ||||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 12.355 | 36,02 | 409 | 40,21 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 315.453 | 49,98 | 10.899 | 56,65 | ||||
| 2026-01-21 | 13F | First United Bank Trust/ | 1.581 | 0,00 | 52 | 4,00 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 7.885 | 6,05 | 261 | 9,24 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 4.098 | 0,10 | 142 | 4,44 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 259.171 | 0,77 | 8.954 | 5,24 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 534.371 | 1,81 | 18.463 | 6,33 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 667.343 | 1,44 | 22.076 | 4,63 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 21.673 | -12,63 | 717 | -9,94 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 120.794 | -4,22 | 3.996 | -1,21 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 149.047 | -15,96 | 5.150 | -12,22 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 18.932 | 109,84 | 626 | 116,61 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 11.375 | 5,34 | 393 | 10,08 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 61.447 | -5,37 | 2.033 | -2,40 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 214.214 | 1,67 | 7.086 | 4,87 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 560.588 | 3,42 | 18.544 | 6,68 | ||||
| 2026-02-17 | 13F | SwitchPoint Financial Planning, LLC | 249.979 | 1,40 | 8.269 | 4,60 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 21.705 | 16,43 | 718 | 20,27 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 20.538 | 0,02 | 679 | 3,19 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 604.679 | 20.003 | ||||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 13.349 | 442 | ||||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 321.766 | 30,11 | 10.644 | 34,21 | ||||
| 2026-01-23 | 13F | Sunpointe, LLC | 6.619 | 0,62 | 219 | 3,81 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 172.070 | -0,87 | 5.692 | 2,26 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 22.508 | -0,48 | 778 | 3,88 | ||||
| 2026-02-03 | 13F | RB Capital Management, LLC | 18.624 | 52,73 | 616 | 57,54 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 218.386 | -16,00 | 7.224 | -13,35 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 122.151 | 32,81 | 4.041 | 37,00 | ||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 56.527 | -0,72 | 1.870 | 2,41 | ||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 19.541 | 646 | ||||||
| 2026-01-23 | 13F | Burney Co/ | 21.831 | 14,36 | 722 | 17,97 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 59.796 | -2,30 | 1.978 | 0,82 | ||||
| 2026-02-17 | 13F | Pw Advisors, Llc \ Fl | 72.345 | 2.393 | ||||||
| 2025-11-06 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Essential Planning, LLC. | 47.830 | 38,02 | 1.582 | 42,39 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 407.067 | -2,83 | 13.466 | 0,23 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 614.698 | -5,27 | 21.238 | -1,06 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 608.085 | -4,43 | 20.150 | -1,18 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 6.390 | 0,00 | 211 | 3,43 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 345.414 | 2,02 | 11.934 | 6,55 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 1.064.286 | 5,57 | 35.207 | 8,90 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 94.899 | -3,54 | 3.279 | 0,74 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 5.208 | 0,62 | 172 | 4,24 | ||||
| 2025-11-06 | 13F | Asset Planning Corporation | 78.054 | 24,00 | 2.503 | 33,99 | ||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 572.820 | 1,71 | 19 | 0,00 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 2.601 | 0,00 | 86 | 3,61 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 316.648 | 24,25 | 10.475 | 28,15 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 19.470 | 59,69 | 673 | 66,75 | ||||
| 2026-02-11 | 13F | Daner Wealth Management, LLC | 18.301 | 2,37 | 669 | 15,15 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 0 | 0 | ||||||
| 2026-02-17 | 13F | Wheels Up Wealth, Inc. | 107.273 | 3.549 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 36.470 | -4,55 | 1.206 | -1,55 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 10.161 | 0,00 | 351 | 4,46 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 241.423 | 7,97 | 7.986 | 11,38 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 161.113 | 4,25 | 5.566 | 8,88 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 46 | 2 | ||||||
| 2026-02-09 | 13F | Sensible Money, LLC | 724.102 | 2,24 | 23.953 | 5,45 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 8.361.969 | 13,65 | 276.614 | 17,12 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 11.179 | 57,72 | 386 | 64,96 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 2.821.611 | 48,15 | 93.339 | 52,82 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 113.878 | -4,93 | 3.767 | -1,93 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 5.150 | 170 | ||||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 58.336 | 1.930 | ||||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 11.325 | 6,48 | 391 | 11,40 | ||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 293.189 | 18,29 | 9.699 | 22,02 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 83.580 | 11,11 | 2.888 | 16,04 | ||||
| 2026-02-12 | 13F | Empire Financial Management Company, LLC | 39.388 | 1.303 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 972.184 | 0,66 | 32.160 | 3,83 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 327.231 | -4,33 | 12.382 | 1,60 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 10.436 | -44,78 | 345 | -43,07 | ||||
| 2026-02-03 | 13F | Sageworth Trust Co | 1.538.273 | 183,62 | 50.886 | 192,57 | ||||
| 2026-02-10 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 74.910 | -2,58 | 2.478 | 0,53 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 58.793 | 481,42 | 2.031 | 508,08 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 97.802 | -1,04 | 3.426 | 5,64 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 1.806.221 | 1,56 | 59.750 | 4,76 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 114.788 | 11,56 | 3.966 | 16,51 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 110 | 0,00 | 4 | 0,00 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 6.282 | 32,81 | 208 | 37,09 | ||||
| 2026-01-23 | 13F | Vestment Financial LLC | 49.628 | -11,70 | 1.702 | -6,53 | ||||
| 2026-04-16 | 13F | Friday Financial | 270.082 | -2,50 | 9.331 | 1,83 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 41.013 | 1.357 | ||||||
| 2026-01-26 | 13F | Key Capital Management, INC | 34 | 1 | ||||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 62.018 | 20,87 | 2.143 | 26,22 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 971.057 | 3,63 | 32.123 | 6,90 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 335.957 | 7,48 | 11 | 10,00 | ||||
| 2026-02-17 | 13F | Foundry Financial LLC | 136.862 | 4.527 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 34.131 | 13,72 | 1.130 | 17,46 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 962.189 | 5,61 | 30.857 | 14,12 | ||||
| 2026-02-10 | 13F | Up Strategic Wealth Investment Advisors Llc | 35.199 | 1.274 | ||||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 875.440 | -0,14 | 28.960 | 3,01 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 43.426 | -0,97 | 1.437 | 2,13 |
