Grundlæggende statistik
| Institutionelle ejere | 333 total, 333 long only, 0 short only, 0 long/short - change of -0,89% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0745 % - change of -9,36% MRQ |
| Institutionelle aktier (lange) | 39.249.385 (ex 13D/G) - change of 0,44MM shares 1,12% MRQ |
| Institutionel værdi (lang) | $ 372.111 USD ($1000) |
Institutionelt ejerskab og aktionærer
DNP Select Income Fund Inc. (US:DNP) har 333 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 39,249,385 aktier. Største aktionærer omfatter Morgan Stanley, Royal Bank Of Canada, LPL Financial LLC, Baird Financial Group, Inc., Cetera Investment Advisers, Commonwealth Equity Services, Llc, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Advisor Group Holdings, Inc., Wells Fargo & Company/mn, and Raymond James Financial Inc .
DNP Select Income Fund Inc. (NYSE:DNP) 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 24, 2026 is 10,72 / share. Previously, on April 28, 2025, the share price was 9,62 / share. This represents an increase of 11,43% 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
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-19 | 13F | Smith Asset Management Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 8.875 | 91 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 5.092 | 0,00 | 52 | 4,00 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 1.500 | 0,00 | 15 | 7,14 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 163.446 | 6,11 | 1.633 | 5,91 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 31.200 | 0,00 | 321 | 3,22 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 23.240 | 0,00 | 232 | 0,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Smithfield Trust Co | 3.586 | 0 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 181.946 | 9,06 | 1.818 | 8,80 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 15.751 | -48,78 | 157 | -48,86 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 240 | 2 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 2.185 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 14.426 | -58,39 | 144 | -58,50 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 24.291 | 40,49 | 243 | 39,88 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.000 | 0,00 | 21 | 5,26 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.060.999 | 16,35 | 30.579 | 16,12 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 92.387 | -11,21 | 952 | -8,47 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 66.631 | 2,35 | 666 | 2,15 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 162.465 | -11,68 | 1.623 | -11,84 | ||||
| 2026-04-23 | 13F | Chelsea Counsel Co | 2.150 | 0,00 | 22 | 0,00 | ||||
| 2026-04-02 | 13F | Marex Group plc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 4.891 | 0,00 | 49 | 0,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.735 | 68,68 | 59 | 78,79 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 176.847 | 3,37 | 1.767 | 3,15 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 21.483 | 0,00 | 221 | 3,27 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 653.002 | 414,20 | 6.523 | 413,22 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 19.296 | -1,53 | 193 | -2,04 | ||||
| 2026-02-11 | 13F | Monetary Management Group Inc | 49.200 | 0,00 | 492 | -0,20 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 13.800 | -63,32 | 142 | -62,13 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 29.198 | 1,55 | 292 | 1,39 | ||||
| 2026-04-10 | 13F | Carderock Capital Management Inc | 23.604 | 0,00 | 243 | 3,40 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 34.072 | 0,00 | 342 | -1,16 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.283.792 | -0,75 | 12.825 | -0,94 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 110.683 | 2.212,16 | 1.100 | 100,73 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 32.586 | -43,16 | 335 | -40,88 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 14.952 | 0,00 | 154 | 3,36 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 58.773 | 1,28 | 587 | 1,21 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 95.752 | 7,25 | 957 | 7,05 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 11.902 | -16,04 | 119 | -16,31 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 10.900 | 0,05 | 113 | 3,70 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 33.264 | -59,35 | 332 | -59,46 | ||||
| 2025-10-31 | 13F | Whittier Trust Co | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 71.915 | -1,94 | 718 | -2,18 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 10 | 0,00 | 15 | 0,00 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 3.338 | 0,00 | 33 | 0,00 | ||||
| 2026-02-17 | 13F | Abel Hall, LLC | 20.000 | 200 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.949 | 1,58 | 29 | 0,00 | ||||
| 2026-01-30 | 13F | Vivid Wealth Management, LLC | 11.133 | 0,84 | 111 | 0,91 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 538 | 2,09 | 5 | 0,00 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 61.150 | -1,75 | 611 | -2,09 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.550 | 106 | ||||||
| 2026-02-06 | 13F | Kimelman & Baird, LLC | 2.000 | 0,00 | 20 | -5,00 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 2.343 | 1,91 | 24 | 4,35 | ||||
| 2026-01-09 | 13F | Inspirion Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 20.534 | 36,62 | 205 | 36,67 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 601 | 6 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 264.547 | 1,10 | 2.725 | 4,21 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 10.926 | 2,02 | 109 | 1,87 | ||||
| 2026-02-12 | 13F | Fortress Private Ledger, Llc | 53.427 | -71,61 | 534 | -71,69 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.982 | 33,74 | 20 | 35,71 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 15.213 | -3,00 | 152 | -3,21 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 12.211 | 0,04 | 126 | 3,31 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72.269 | 0,09 | 744 | 3,19 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 13.755 | 137 | ||||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 12.765 | 0,00 | 128 | 0,00 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 90.005 | -14,71 | 914 | -13,45 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 100 | 1 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.144.016 | -12,35 | 11.429 | -12,14 | ||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 115.354 | -0,50 | 1.152 | -0,69 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 17.794 | 1,95 | 178 | 1,72 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 137 | 0,00 | 1 | 0,00 | ||||
| 2026-04-23 | 13F | Asset Planning,Inc | 20.328 | 0,11 | 209 | 3,47 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 2.133 | 335,31 | 21 | 425,00 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 10.413 | 1,32 | 104 | 1,96 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 15.001 | 155 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 10.400 | 0,00 | 107 | 3,88 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 45.138 | 6,23 | 451 | 5,88 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 17.650 | 176 | ||||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 10.425 | 104 | ||||||
| 2026-02-18 | 13F | Caitlin John, LLC | 1.116 | 0,00 | 11 | 0,00 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 26.254 | 0,00 | 262 | 0,00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.816 | 0,00 | 50 | 2,08 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 26.966 | 1,17 | 278 | 4,14 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.801 | 0,00 | 19 | 5,88 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 14.108 | 16,29 | 0 | |||||
| 2026-01-29 | 13F | Bravias Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 1.520 | 0,00 | 15 | 0,00 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 20.000 | 0,00 | 206 | 3,52 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5.607 | 0,94 | 58 | 3,64 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 235.474 | 235 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 8.624 | -24,18 | 89 | -22,12 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 853 | 457,52 | 9 | 700,00 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.107.463 | -38,47 | 11.064 | -38,59 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 17.821 | 0,00 | 184 | 2,81 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.215 | -19,10 | 22 | -18,52 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 28.406 | 284 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 169.909 | 17,37 | 1.697 | 17,12 | ||||
| 2025-11-07 | 13F | Hill Island Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 774 | 0,00 | 8 | 0,00 | ||||
| 2026-02-19 | 13F/A | Axxcess Wealth Management, Llc | 54.272 | 1,64 | 542 | 1,50 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 27.113 | -0,57 | 279 | 1,82 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 13.890 | 139 | ||||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | First United Bank Trust/ | 401 | 0,00 | 4 | 0,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 14.685 | 76,40 | 147 | 75,90 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 22.903 | 229 | ||||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 11.679 | 0,00 | 117 | 0,00 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 34.855 | -1,74 | 348 | -1,97 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 57.597 | -19,05 | 1 | |||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 31.571 | 4,05 | 325 | 7,62 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 67.856 | 0,01 | 682 | -0,15 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | City Holding Co | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 139.276 | -3,66 | 1.391 | -3,87 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 39.771 | 22,55 | 397 | 22,53 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 803 | 1,90 | 8 | 14,29 | ||||
| 2026-02-06 | 13F | Hexagon Capital Partners LLC | 15.000 | 150 | ||||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 6.475 | -4,43 | 65 | -4,48 | ||||
| 2026-04-06 | 13F | CX Institutional | 208 | 0,00 | 0 | |||||
| 2026-01-06 | 13F | Arlington Capital Management, Inc. | 97.280 | 136,85 | 972 | 136,25 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.497.243 | 3,31 | 14.957 | 106.735,71 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 17.832 | 1,77 | 178 | 1,71 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 25.018 | 0,00 | 250 | -0,40 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 27.131 | 0,00 | 279 | 2,95 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 103.402 | 0,00 | 1.065 | 3,20 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2.000 | 20 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 49.977 | -0,76 | 499 | -0,99 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 21.219 | 0,00 | 212 | -0,47 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 2.000 | 21 | ||||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 3.911 | 0,00 | 40 | 2,56 | ||||
| 2026-02-03 | 13F | Providence First Trust Co | 206.438 | 135,84 | 2.062 | 135,39 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.312 | 0,00 | 13 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 87.825 | -3,91 | 905 | -0,99 | ||||
| 2026-02-11 | 13F | Harpswell Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 11.903 | 0,00 | 123 | 3,39 | ||||
| 2026-03-16 | 13F/A | Rockefeller Capital Management L.P. | 176.190 | -3,48 | 1.760 | -3,67 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.084.773 | 9,45 | 10.837 | 9,23 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 11.082 | 0,00 | 114 | 5,56 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 16.173 | 1,25 | 162 | 1,26 | ||||
| 2026-02-04 | 13F | Boyd Watterson Asset Management Llc/oh | 74.166 | 0,34 | 741 | 0,14 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 9.491 | 148,39 | 95 | 147,37 | ||||
| 2026-01-26 | 13F | Welch Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 10.000 | 0,00 | 103 | 4,04 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 21.725 | 2,08 | 221 | 3,29 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 17.220 | 1,26 | 177 | 3,53 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 4.000 | 0,00 | 40 | -2,50 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | City State Bank | 4.000 | 0,00 | 41 | 5,13 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 28.595 | -3,52 | 286 | -3,72 | ||||
| 2026-04-21 | 13F | Fruth Investment Management | 14.655 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 17.497 | 0,00 | 175 | -0,57 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 190 | -1,55 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 65.157 | 0,10 | 651 | -0,15 | ||||
| 2026-02-10 | 13F | Mueller Wealth, LLC | 15.408 | 154 | ||||||
| 2026-02-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 10.550 | 0,00 | 105 | 0,00 | ||||
| 2026-02-12 | 13F | Waters Parkerson & Co., Llc | 20.404 | 0,00 | 204 | -0,49 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 69.944 | -1,98 | 699 | -2,24 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 95.651 | 3,82 | 956 | 3,58 | ||||
| 2026-02-10 | 13F/A | Suncoast Equity Management | 27.821 | 1,31 | 278 | 1,09 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 8.252 | -14,43 | 82 | -14,58 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 17.500 | 0,00 | 175 | -0,57 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 60.746 | 1,25 | 607 | 1,00 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 49.121 | 22,44 | 491 | 22,19 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 7.676 | 0,00 | 79 | 3,95 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 126.675 | 0,88 | 1.305 | 3,99 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 596.296 | -19,80 | 6.142 | -17,32 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 24.221 | -6,76 | 243 | -6,56 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 27.233 | 0,03 | 272 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 75.542 | 86,95 | 774 | 92,06 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 15.947 | -71,62 | 164 | -70,77 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 2 | 0,00 | ||||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 31.052 | 0,15 | 306 | -1,61 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 11.493 | 115 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 249.700 | -1,09 | 2.495 | -1,31 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 5.475 | 0,00 | 56 | 3,70 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 43.907 | -1,11 | 452 | 2,03 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 11.100 | 0,00 | 111 | -0,90 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 13.595 | 136 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 242.620 | -0,60 | 2.424 | -0,82 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Franklin Resources Inc | 20.390 | 0,00 | 204 | -0,49 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 191.254 | -5,52 | 1.911 | -5,73 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 58.773 | -1,07 | 597 | -1,16 | ||||
| 2026-02-05 | 13F | Alexander Randolph Advisory Inc | 29.522 | 0,00 | 295 | -0,34 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 2.350 | 0,00 | 24 | 4,35 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 13.685 | -2,59 | 141 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 114.852 | 4.601,27 | 1.147 | 4.679,17 | ||||
| 2026-02-03 | 13F | Indie Asset Partners, LLC | 77.000 | 2,67 | 769 | 2,53 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 6.024 | 0,00 | 60 | 0,00 | ||||
| 2026-02-23 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 85.304 | 852 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 23.603 | 0,00 | 243 | 3,40 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 13.265 | 0,00 | 133 | 0,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 521.309 | 2,88 | 5.208 | 2,66 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 808.589 | 11,00 | 8 | 14,29 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 47.765 | -9,49 | 477 | -9,66 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 6.500 | 85,71 | 65 | 82,86 | ||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 82.262 | 50,37 | 822 | 50,09 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 949 | 0,00 | 9 | 0,00 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 396.045 | 85,80 | 3.956 | 85,47 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 11.745 | 0,00 | 117 | 0,00 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 12.550 | 125 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 276.671 | 7,41 | 2.850 | 10,73 | ||||
| 2025-11-07 | 13F | Perfromance Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 123.564 | 0,33 | 1.234 | 0,16 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 22.000 | 0,00 | 220 | -0,45 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 1.212 | 12 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 319.241 | -0,49 | 3.288 | 2,62 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 30.299 | 3,73 | 303 | 3,42 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 2.000 | 20 | ||||||
| 2026-01-27 | 13F | Hoertkorn Richard Charles | 31.841 | 4,86 | 318 | 4,95 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 555 | 0,00 | 6 | 0,00 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 18.000 | 0,00 | 189 | 4,44 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.324 | 0,00 | 13 | 0,00 | ||||
| 2025-10-28 | 13F | MAS Advisors LLC | 69.554 | 11,88 | 696 | 14,47 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 17.193 | 0,46 | 173 | 0,58 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 11.420 | 0,00 | 118 | 2,63 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 60.441 | 7,42 | 604 | 7,10 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 31.874 | -50,11 | 318 | -50,23 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 6.050 | -1,21 | 62 | 1,64 | ||||
| 2026-02-02 | 13F | Greenfield Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 1.850 | 0,00 | 18 | 0,00 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 19.008 | -2,59 | 191 | -2,55 | ||||
| 2026-04-21 | 13F | Harvey Investment Co Llc | 26.100 | 0,00 | 0 | |||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 3.226 | 0,00 | 32 | 0,00 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 100 | 0,00 | 1 | |||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 21.409 | 77,24 | 214 | 77,50 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 14.111 | -31,70 | 141 | -32,04 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 728.901 | -35,49 | 7.508 | 198,25 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 18.530 | 0,00 | 191 | 2,70 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 20.522 | 0,34 | 211 | 3,43 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 114.661 | 5,99 | 1.181 | 9,35 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 216 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 7.753 | 0,00 | 77 | 0,00 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 454.033 | 5,12 | 4.536 | 4,90 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 95.112 | 261,30 | 950 | 261,22 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 58.334 | -4,11 | 601 | -1,15 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 880.930 | -2,34 | 8.800 | -2,54 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 17.260 | -5,86 | 178 | -3,80 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4.252 | 1,00 | 44 | 2,38 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 87.049 | -6,32 | 865 | -4,84 | ||||
| 2025-11-12 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 29.456 | 0,00 | 296 | -1,34 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Ames National Corp | 18.000 | 0,00 | 180 | -0,56 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 303.389 | 269,21 | 3.031 | 268,61 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 23.205 | 239 | ||||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 15.214 | 1,30 | 152 | 0,67 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 2.606 | 0,00 | 26 | 0,00 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 5.063 | 51 | ||||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 23.531 | 2,50 | 235 | 2,62 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 11.239 | -0,02 | 112 | 0,00 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 37.158 | 1,12 | 371 | 1,09 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 35.582 | 0,38 | 355 | 0,28 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 2.135 | 21 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 50.162 | 7,21 | 526 | 12,88 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 135.177 | -2,46 | 1.350 | -2,67 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 12.075 | 3,15 | 121 | 2,56 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 23.215 | -9,67 | 239 | -6,64 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 10.594 | 0,00 | 106 | -0,94 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 1.925.212 | 8,89 | 19.233 | 8,67 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 13.638 | 137 | ||||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 14.582 | 14,07 | 146 | 14,17 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 11.196 | 0,00 | 112 | -0,89 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 13.724 | 1,52 | 141 | 4,44 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 23.135 | 0,39 | 238 | 3,48 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 47.841 | 67,59 | 478 | 67,37 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 17.246 | 0,00 | 173 | 2,38 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Creative Planning | 368.180 | -9,92 | 3.678 | -10,10 | ||||
| 2026-03-09 | 13F/A | CI Private Wealth, LLC | 30.927 | -13,21 | 309 | -13,48 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 16.311 | -0,33 | 163 | -0,61 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 152.219 | 0,00 | 1.521 | -0,20 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 500 | 5 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 3.098.075 | 10,92 | 30.950 | 10,70 | ||||
| 2026-02-03 | 13F | Bokf, Na | 10.619 | 0,00 | 106 | 0,00 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 12.719 | 1,95 | 127 | 2,42 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 398.243 | 0,63 | 3.978 | 0,43 | ||||
| 2026-02-13 | 13F | Alchemi Wealth, LLC | 249.181 | 2.489 | ||||||
| 2026-02-02 | 13F | Equitable Trust Co | 10.693 | 0,00 | 107 | -0,93 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 4.422 | 0,00 | 44 | 0,00 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 216.111 | -2,75 | 2.159 | -2,97 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 1.500 | -50,00 | 15 | -53,33 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 966 | 0,00 | 10 | 0,00 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 8 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 2.785 | 0,00 | 28 | 0,00 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 18.547 | -15,93 | 191 | -13,18 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 588.275 | 1,22 | 6 | 0,00 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 22.475 | -2,60 | 231 | 0,43 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 5.391 | 0,45 | 54 | 0,00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 78.792 | 0,00 | 787 | -0,13 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 50.722 | 0,54 | 507 | 0,20 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 10.856 | 112 | ||||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 14.860 | 13,78 | 161 | 26,77 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 42.388 | 0,00 | 423 | -0,24 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 3.511 | 16,76 | 35 | 20,69 | ||||
| 2026-02-06 | 13F | Resolute Wealth Strategies, LLC | 41.190 | -16,90 | 411 | -17,14 | ||||
| 2026-04-21 | 13F | LCM Capital Management Inc | 21.237 | 0,00 | 219 | 2,83 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 76.389 | 0,00 | 763 | -0,13 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4.799 | 48 | ||||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Riverview Trust Co | 1.000 | 0,00 | 10 | -10,00 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 146.619 | -18,45 | 1.465 | -18,62 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 97.843 | 0,53 | 977 | 0,31 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 13.498 | 2,04 | 135 | 1,52 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 644 | 347,22 | 7 | 500,00 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 8.226 | -6,70 | 82 | -6,82 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 675.496 | 2,45 | 6.958 | 5,63 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 21.186 | 0,32 | 212 | 0,00 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 19.697 | -4,15 | 203 | -1,46 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 74.998 | 2,68 | 772 | 5,90 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 8.089 | 81 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 14.699 | 0,00 | 147 | -0,68 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 21.572 | 1,07 | 222 | 4,23 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 381.823 | -4,58 | 4 | 0,00 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 35.603 | 356 | ||||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 14.000 | 0,00 | 140 | -0,71 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 11.920 | 0,00 | 119 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.196 | 32 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 110.173 | -1,30 | 1.101 | -1,52 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 14.969 | 0,00 | 157 | 4,70 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 3.754.158 | 9,35 | 37.504 | 9,14 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 11.248 | 0,00 | 116 | 2,68 | ||||
| 2026-02-13 | 13F | Apriem Advisors | 17.400 | 0,00 | 174 | -0,57 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Westbourne Investment Advisors, Inc. | 75.200 | 5,62 | 751 | 5,48 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 262.188 | 79,96 | 2.619 | 79,63 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 26.370 | 0,68 | 263 | 0,38 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1.500 | 0,00 | 15 | -6,67 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 95.804 | 55,18 | 957 | 54,85 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 30.079 | -4,89 | 310 | -1,90 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 24.794 | 0,00 | 248 | -0,40 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.511.405 | 2,10 | 15.099 | 1,89 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 24.839 | -11,61 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 39.476 | -4,00 | 407 | -0,98 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 13.790 | 19,69 | 138 | 19,13 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 24.400 | 0,00 | 251 | 3,29 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 101.397 | -1,84 | 1.020 | -2,02 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 9.750 | 0,00 | 0 | -100,00 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 743 | 7 | ||||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 43.094 | 0,00 | 431 | -0,23 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 4.775 | 0,00 | 49 | 4,26 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 41.025 | 31,91 | 410 | 31,83 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 169.885 | 15,85 | 1.697 | 15,68 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 82.791 | 1,18 | 827 | 0,98 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 12.900 | 129 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 12.725 | 0,00 | 127 | 0,00 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 13.271 | 0,10 | 137 | 3,03 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 23.608 | -3,67 | 243 | -0,41 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 75.245 | 3,00 | 752 | 2,87 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 16.667 | 1,81 | 172 | 4,91 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 16.645 | 16,64 | 171 | 20,42 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 39.089 | -5,47 | 403 | -2,66 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 1 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 31.666 | 3,26 | 316 | 3,27 |
