Grundlæggende statistik
| Institutionelle ejere | 510 total, 510 long only, 0 short only, 0 long/short - change of 11,82% MRQ |
| Gennemsnitlig porteføljeallokering | 1.6414 % - change of 5,88% MRQ |
| Institutionelle aktier (lange) | 237.234.197 (ex 13D/G) - change of 20,24MM shares 9,33% MRQ |
| Institutionel værdi (lang) | $ 8.871.275 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional US High Profitability ETF (US:DUHP) har 510 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 237,234,197 aktier. Største aktionærer omfatter Mercer Global Advisors Inc /adv, Colony Group, LLC, Forum Financial Management, LP, Pure Financial Advisors, Inc., CI Private Wealth, LLC, Allworth Financial LP, Envestnet Asset Management Inc, Foster Group, Inc., Petersen Hastings Wealth Advisors Inc., and Wealth Enhancement Advisory Services, Llc .
Dimensional ETF Trust - Dimensional US High Profitability ETF (ARCA:DUHP) 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 March 17, 2026 is 37,76 / share. Previously, on March 18, 2025, the share price was 33,15 / share. This represents an increase of 13,92% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-27 | 13F | Mills Wealth Advisors LLC | 499.923 | 7,21 | 19.012 | 7,97 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Ullmann Financial Group, Inc. | 275.794 | -51,95 | 10.466 | -51,72 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 24 | 1 | ||||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 2.000 | -44,02 | 76 | -43,28 | ||||
| 2025-10-22 | 13F | Abacus Planning Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 142.363 | 5.415 | ||||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 11.701 | 0,00 | 445 | 0,68 | ||||
| 2026-02-13 | 13F | Intrepid Capital Management Inc | 462.076 | 1,42 | 17.573 | 2,12 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 22.984 | 0,00 | 868 | 0,00 | ||||
| 2026-01-15 | 13F | BetterWealth, LLC | 133.529 | -1,57 | 5.078 | -0,90 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 1.268.018 | -4,16 | 48.223 | -3,50 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 10.852 | 0,00 | 413 | 0,73 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 12.241 | 16,14 | 466 | 16,83 | ||||
| 2026-01-20 | 13F | Westwood Wealth Management | 18.141 | 690 | ||||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 118.140 | 69,40 | 4.493 | 70,54 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 24.651 | 937 | ||||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 11.999 | -1,19 | 456 | -0,44 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 82.917 | 5,20 | 3.153 | 5,95 | ||||
| 2026-01-16 | 13F | Bouchey Financial Group Ltd | 2.144.055 | 0,96 | 81.538 | 1,66 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 2.594.256 | 3,79 | 98.660 | 4,50 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 2.337.241 | -0,05 | 88.885 | 0,64 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 821.611 | 9,05 | 31.246 | 9,80 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 12.600 | 0,00 | 479 | 0,84 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 227.180 | 2,00 | 8.640 | 2,70 | ||||
| 2026-01-30 | 13F | Torren Management, LLC | 97.293 | 3.700 | ||||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 7.550.120 | 8,99 | 287.131 | 9,74 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 136.759 | 9,91 | 5.201 | 10,66 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 11.478 | 0,00 | 437 | 0,69 | ||||
| 2026-02-12 | 13F | Trailhead Planners LLC | 241.530 | 9.185 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 358 | -25,57 | 14 | -27,78 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 224.633 | 3,17 | 8.543 | 3,88 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 27.561 | 0,01 | 1.048 | 0,77 | ||||
| 2025-11-12 | 13F | Cresset Asset Management, LLC | 8.552 | -24,67 | 323 | -19,85 | ||||
| 2026-01-16 | 13F | DiNuzzo Private Wealth, Inc. | 1.219.564 | -1,65 | 46.380 | 1,58 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 1.744 | 0,00 | 66 | 1,54 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 281.805 | 10.717 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 6.389 | 0,22 | 243 | 0,83 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 229.562 | 5,77 | 8.730 | 6,50 | ||||
| 2026-01-29 | 13F | Strategent Financial, LLC | 101.101 | 22,48 | 3.845 | 23,32 | ||||
| 2026-02-11 | 13F | United Wealth Management, LLC | 749.316 | 2,83 | 28.496 | 3,53 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 777 | 30 | ||||||
| 2026-01-13 | 13F | Scratch Capital Llc | 392.716 | 9,78 | 14.935 | 10,54 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 443.009 | -4,97 | 16.848 | -4,32 | ||||
| 2026-02-05 | 13F | Kane Co Wealth Management, Inc. | 44.917 | 1.708 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 49.726 | 22,49 | 2 | 0,00 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 15.691 | 597 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 9.336 | 0,00 | 355 | 0,85 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 21.855 | 4,41 | 831 | 5,19 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 607.137 | 2.225,75 | 23.089 | 2.244,06 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 79 | 0,00 | 3 | 50,00 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 5.781 | 220 | ||||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 7.237 | -90,14 | 275 | -90,08 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 876.182 | -0,03 | 33.321 | 0,66 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 430 | 16 | ||||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 332.563 | 17,08 | 12.647 | 17,89 | ||||
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 32.171 | 0,15 | 1.223 | 0,82 | ||||
| 2026-01-29 | 13F | Comerica Bank | 12.014 | 20,70 | 457 | 21,60 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 7.505 | 285 | ||||||
| 2026-02-10 | 13F | Savant Capital, LLC | 1.021.391 | 1.020,93 | 38.844 | 1.028,83 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 1.380.264 | -5,30 | 52.491 | -4,65 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 101.972 | -1,62 | 3.878 | -0,95 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 3.109.379 | 4,99 | 118.250 | 5,72 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 321.080 | 11,11 | 12.211 | 11,87 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 615.696 | 11,79 | 23.415 | 12,56 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 69.811 | 159,40 | 2.655 | 161,22 | ||||
| 2026-01-26 | 13F | Andrews, Lucia Wealth Management Llc | 41.817 | 1,35 | 1.590 | 2,05 | ||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 18.992 | -0,44 | 735 | 1,80 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 46.324 | 0,95 | 1.762 | 1,62 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 22.439 | 12,30 | 853 | 13,13 | ||||
| 2025-10-14 | 13F | Able Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 205 | 0,00 | 8 | 0,00 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 30 | 1 | ||||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 1.569 | 60 | ||||||
| 2026-01-14 | 13F | Wolfstich Capital, LLC | 70.418 | -15,41 | 2.678 | -14,85 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 265.613 | 4,71 | 10.101 | 5,43 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 327.514 | 1,97 | 12.455 | 2,68 | ||||
| 2026-02-24 | 13F | Tru Independence Asset Management 2, Llc | 106.954 | 16,36 | 4.067 | 17,17 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 697.596 | -3,91 | 26.533 | -3,24 | ||||
| 2026-02-09 | 13F | Poinciana Advisors Group, Llc | 19.411 | 29,87 | 738 | 30,85 | ||||
| 2026-01-23 | 13F | Vested Financial Planning, LLC | 168.014 | -0,97 | 6.390 | -0,28 | ||||
| 2026-02-20 | 13F | Capstone Wealth Management, Inc. | 82.010 | 3.116 | ||||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 1.037.400 | -5,55 | 39.486 | -4,81 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 104.081 | -0,13 | 4.024 | 2,18 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 358.073 | 3,22 | 13.617 | 3,94 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 25.156 | -8,24 | 957 | -7,63 | ||||
| 2026-02-12 | 13F | Betterment LLC | 211.408 | 6,81 | 8 | 14,29 | ||||
| 2026-02-05 | 13F | Richard Young Associates, Ltd. | 8.938 | 340 | ||||||
| 2026-01-14 | 13F | Spire Wealth Management | 13.800 | 0,00 | 525 | 0,58 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 1.192 | 0,25 | 45 | 2,27 | ||||
| 2026-02-04 | 13F | Ballast Rock Private Wealth LLC | 14.838 | 564 | ||||||
| 2026-02-06 | 13F | Delap Wealth Advisory, Llc | 7.560 | -0,41 | 288 | -0,35 | ||||
| 2026-01-14 | 13F | Quad-Cities Investment Group, LLC | 10.721 | -4,33 | 408 | -3,78 | ||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 6.262 | 238 | ||||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 241 | 9 | ||||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 425 | 0,00 | 16 | 0,00 | ||||
| 2026-02-17 | 13F | Abel Hall, LLC | 282.815 | -0,02 | 10.755 | 0,67 | ||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 122 | 0,00 | 5 | 0,00 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 13.388 | 0,00 | 509 | 0,79 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | 55 North Private Wealth, LLC | 11.143 | 424 | ||||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 6.377 | 243 | ||||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 136.772 | 62,57 | 5.201 | 63,71 | ||||
| 2026-01-16 | 13F | Capital Performance Advisors Llp | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Oder Investment Management, LLC | 17.046 | 6,23 | 648 | 6,93 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 17.299 | 0,00 | 658 | 0,61 | ||||
| 2026-02-17 | 13F | Creative Planning | 77.149 | -3,39 | 2.934 | -2,75 | ||||
| 2026-01-08 | 13F | Hutchens & Kramer Investment Management Group, LLC | 14.359 | -7,74 | 546 | -6,98 | ||||
| 2026-01-12 | 13F | Physician Wealth Solutions Inc. | 6.238 | 0,00 | 237 | 0,85 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 163.510 | 1,22 | 6.218 | 1,92 | ||||
| 2026-02-17 | 13F | Wealth Management Strategies, Inc. | 108.550 | 9,44 | 4.128 | 10,20 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 26.900 | -73,91 | 1.023 | -73,73 | ||||
| 2026-01-05 | 13F | Helen Stephens Group, LLC | 115.546 | -0,86 | 4.394 | -0,18 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 523.323 | 4,13 | 19.902 | 4,85 | ||||
| 2025-11-10 | 13F | Colonial Trust Co / SC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 482.445 | 18.347 | ||||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 119.578 | 15,62 | 4.548 | 16,41 | ||||
| 2026-02-11 | 13F | Invst, LLC | 281.030 | 4,43 | 10.688 | 5,15 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 17.883 | 0,01 | 680 | 0,74 | ||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 60.052 | 42,81 | 2.284 | 43,77 | ||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 9.802 | 0,00 | 373 | 0,54 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 350.305 | 2,59 | 13.322 | 3,30 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 22.603 | 6,66 | 860 | 7,38 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 178.804 | 72,28 | 6.800 | 73,49 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 694.569 | -1,45 | 26.414 | -0,77 | ||||
| 2026-01-26 | 13F | Discipline Wealth Solutions, LLC | 293.764 | 455,10 | 11.172 | 459,11 | ||||
| 2026-01-08 | 13F | Fulton Bank, N.a. | 1.036.856 | 7,28 | 39.432 | 8,02 | ||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 13.176 | 8,06 | 501 | 8,91 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 1.109.388 | 42.190 | ||||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 41 | 0,00 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 500.186 | 7,66 | 19.027 | 11,23 | ||||
| 2026-02-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 11.579 | 0,23 | 440 | 0,92 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 6.765 | -1,05 | 257 | -0,39 | ||||
| 2026-01-29 | 13F | Retirement Solution Inc. | 1.298.565 | 1,16 | 49.384 | 1,86 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4.485 | 0,56 | 171 | 1,19 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 2.598.242 | 12,85 | 98.811 | 14,38 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 849 | 44,14 | 33 | 45,45 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 733.954 | 1,68 | 27.912 | 2,38 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 15.726 | 605 | ||||||
| 2026-01-14 | 13F | Kaufman Rossin Wealth, LLC | 224.726 | 4,04 | 8.546 | 4,76 | ||||
| 2026-01-28 | 13F | Crown Wealth Group, LLC | 215.587 | 1,85 | 8.199 | 2,55 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 11.614 | -0,31 | 442 | 0,23 | ||||
| 2026-01-14 | 13F | Family Wealth Partners, Llc | 255.815 | -2,54 | 9.729 | -1,88 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 24.989 | 950 | ||||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 692.376 | 11,46 | 26.331 | 12,23 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 1.569 | 60 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 468.527 | -0,07 | 17.818 | 0,62 | ||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 5.399 | 205 | ||||||
| 2026-01-07 | 13F | Noble Family Wealth, LLC | 10.917 | -26,75 | 415 | -26,16 | ||||
| 2026-01-15 | 13F | 25 Llc | 348.779 | 1.576,50 | 13.264 | 1.589,68 | ||||
| 2026-02-12 | 13F | Vistica Wealth Advisors, LLC | 30.434 | 1.157 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 164.504 | 16,71 | 6.256 | 17,53 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 1.245.002 | 5,10 | 47.347 | 5,83 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 93.280 | 27,13 | 3.547 | 28,00 | ||||
| 2026-01-26 | 13F | Level Financial Advisors, Inc. | 405.407 | 5,25 | 15.418 | 5,97 | ||||
| 2026-02-10 | 13F/A | LVZ Advisors, Inc. | 1.819.770 | 1,48 | 69.206 | 2,18 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 1.578.485 | 52,21 | 60.030 | 53,26 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 15.751 | 22,68 | 599 | 23,76 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 19.926 | 0,15 | 758 | 0,80 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 13.706 | 88,68 | 521 | 90,15 | ||||
| 2026-01-20 | 13F | HMV Wealth Advisors, LLC | 100.755 | 51,41 | 3.832 | 52,45 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 521.487 | 122,94 | 19.832 | 124,50 | ||||
| 2025-10-15 | 13F | Founders Financial Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-08 | 13F | Waycross Investment Management Co | 191.607 | -0,10 | 7.287 | 0,58 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 1.221.978 | 46.472 | ||||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 33.250 | 6,27 | 1.265 | 7,03 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 44.949 | 1.709 | ||||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 705.096 | -4,35 | 26.815 | -3,69 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 386.423 | -22,10 | 14.696 | -21,57 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 2.350 | 0,00 | 89 | 1,14 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 453.234 | 1,36 | 17.236 | 2,06 | ||||
| 2026-02-10 | 13F | Glassy Mountain Advisors, Inc. | 21.336 | 4,79 | 811 | 5,46 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 48.233 | 0,90 | 1.834 | 1,61 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 637.819 | 1,58 | 24.256 | 105.360,87 | ||||
| 2026-02-13 | 13F | Tassel Capital Management, Inc. | 476.101 | 4,14 | 18.106 | 4,86 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 1.988.141 | 0,60 | 75.609 | 1,29 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 116 | 4 | ||||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 8.209 | 312 | ||||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 92.199 | -15,98 | 3.506 | -15,40 | ||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 62.527 | -2,32 | 2.378 | -1,65 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.872.299 | -0,34 | 71.204 | 0,35 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 29.383 | -15,03 | 1.117 | -14,47 | ||||
| 2026-02-13 | 13F | WPWealth LLP | 606.394 | 17,35 | 23.061 | 18,16 | ||||
| 2026-01-15 | 13F | Sollinda Capital Management LLC | 206.270 | 14,79 | 7.844 | 15,57 | ||||
| 2026-01-22 | 13F | tru Independence LLC | 26.299 | -6,03 | 1.000 | -5,39 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 85 | 0,00 | ||||||
| 2026-01-28 | 13F | Glassman Wealth Services | 461 | 0,00 | 18 | 0,00 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 2.791.435 | 11,96 | 106.158 | 12,62 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 986.709 | 1,69 | 37.525 | 2,39 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 5.954 | 226 | ||||||
| 2026-01-23 | 13F | Warburton Capital Management, LLC | 157.100 | 6,67 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 612.540 | 15,69 | 23.295 | 16,49 | ||||
| 2026-01-09 | 13F | GEM Asset Management, LLC | 123.037 | 9,83 | 4.720 | 11,11 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 84.821 | 0,20 | 3.226 | 3,50 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 397.491 | 0,18 | 15.117 | 0,87 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 663.147 | 13,08 | 25.047 | 20,11 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 1.346.524 | 10,14 | 51.208 | 10,90 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 669.656 | -2,72 | 25.467 | -2,05 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | BluePrint Investing LLC | 166.445 | 6.330 | ||||||
| 2026-01-28 | 13F | City State Bank | 77.839 | 30,26 | 2.960 | 31,21 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 269.673 | 11,65 | 10.256 | 12,42 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 487.893 | 4,79 | 18.555 | 5,50 | ||||
| 2026-01-12 | 13F | Thayer Financial, L.L.C. | 95.106 | 3.617 | ||||||
| 2026-02-02 | 13F | Riverchase Wealth Management, Llc | 325.446 | 0,35 | 12.377 | 1,04 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 744 | 0,00 | 28 | 0,00 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 44.280 | -3,95 | 1.684 | 2,68 | ||||
| 2026-01-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 283.908 | -3,22 | 10.797 | -2,55 | ||||
| 2026-01-16 | 13F | Claris Advisors, Llc / Mo / | 322.203 | 6,58 | 12.253 | 13,98 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 2.285.721 | 6,40 | 87 | 6,17 | ||||
| 2026-03-02 | 13F | Cogent Strategic Wealth Llc | 9.942 | 382 | ||||||
| 2026-01-13 | 13F | Cherrydale Wealth Management, Llc | 55.053 | 0,82 | 2.094 | 1,50 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 299.773 | 178,43 | 11 | 175,00 | ||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 45.199 | 30,64 | 1.719 | 31,55 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 133.217 | 499,54 | 5 | |||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 1.828.670 | 19,22 | 69.544 | 20,04 | ||||
| 2026-02-02 | 13F | CX Institutional | 1.638 | 0,18 | 0 | |||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 1.051.465 | 4,79 | 39.987 | 5,51 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | BKA Wealth Consulting, Inc. | 74.595 | 0,92 | 2.837 | 1,61 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 9.373 | 121,27 | 356 | 123,90 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 1 | 0 | ||||||
| 2025-11-12 | 13F | Clarion Wealth Managment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 9.356 | -0,39 | 356 | 0,28 | ||||
| 2026-01-30 | 13F | Belleair Asset Management, LLC | 17.707 | 673 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 1.874 | 1.915,05 | 71 | 2.266,67 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 3.809 | 0,21 | 145 | 0,70 | ||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 239.999 | 1,93 | 9.127 | 2,63 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 2.845 | 0,00 | 108 | 0,93 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 12.408 | 472 | ||||||
| 2026-01-16 | 13F | Mattern Wealth Management LLC | 39.675 | -1,24 | 1.509 | -0,59 | ||||
| 2026-02-09 | 13F | Heritage Wealth Management, Inc./Texas | 329.481 | 4,76 | 12.531 | 5,49 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 93.467 | -94,65 | 3.555 | -94,62 | ||||
| 2026-01-13 | 13F | West Financial Advisors, LLC | 250 | 0,00 | 10 | 0,00 | ||||
| 2026-02-26 | 13F | BDFS Capital LLC | 100.842 | 3.835 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 1.987 | 0,00 | 76 | 0,00 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 1.318.039 | 1,65 | 50.125 | 2,35 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 767.781 | 818,85 | 29.199 | 825,16 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 221.792 | -0,12 | 8.435 | 0,56 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 78.668 | -2,98 | 2.992 | -2,32 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 21.718 | -9,39 | 826 | -8,84 | ||||
| 2026-01-23 | 13F | Bryant Woods Investment Advisors, LLC | 89.082 | -3,32 | 3.388 | -2,64 | ||||
| 2026-01-23 | 13F | Market Street Wealth Management Advisors Llc | 1.194.874 | 2,61 | 45.441 | 3,32 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 26.120 | 9,74 | 993 | 10,46 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 111.801 | -0,55 | 4.252 | 0,14 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 430 | 16 | ||||||
| 2026-02-20 | 13F | SB Capital Management Inc | 342.515 | 13.026 | ||||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 270.975 | 16,42 | 10.305 | 17,24 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 23.352 | 7,95 | 888 | 8,69 | ||||
| 2026-02-17 | 13F | Avondale Wealth Management | 9.919 | -0,01 | 377 | 0,80 | ||||
| 2026-02-09 | 13F | Robinson Smith Wealth Advisors Llc | 122.004 | 16,55 | 4.640 | 17,35 | ||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 86.818 | 3.302 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 150 | -68,15 | 6 | -70,59 | ||||
| 2026-01-20 | 13F | Hippocratic Financial Advisors, LLC | 765.881 | 7,62 | 29.126 | 8,36 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fmr Llc | 3.924 | 46,36 | 149 | 47,52 | ||||
| 2026-01-16 | 13F | Applied Capital LLC | 337.545 | 2,11 | 12.837 | 2,81 | ||||
| 2026-02-04 | 13F | Nwam Llc | 67.484 | 0,96 | 2.584 | 2,22 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 79.623 | -0,01 | 3.028 | 0,70 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 3.069.742 | 1,85 | 116.742 | 2,55 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 7.500 | 0,00 | 285 | 0,71 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 6.827 | 260 | ||||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 3.979 | 150 | ||||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 524 | -26,30 | 20 | -25,93 | ||||
| 2026-01-12 | 13F | Pioneer Wealth Management Group | 9.308 | 354 | ||||||
| 2026-02-11 | 13F | First American Trust, Fsb | 8.289 | 315 | ||||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 43.359 | -4,48 | 1.649 | -3,85 | ||||
| 2026-01-27 | 13F | PFG Advisors | 101.603 | -0,78 | 3.864 | -0,10 | ||||
| 2026-01-28 | 13F | Emprise Bank | 69.630 | 398,00 | 2.648 | 401,52 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 64.394 | -2,87 | 2.449 | -2,20 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 291 | 11 | ||||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 372.830 | 2,83 | 14.179 | 3,53 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 117.168 | 77,80 | 4.456 | 78,99 | ||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 39.876 | 0,10 | 1.516 | 0,80 | ||||
| 2026-01-28 | 13F | First Financial Group Corp | 37.101 | -8,06 | 1.411 | -7,48 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 44.456 | 26,26 | 1.691 | 27,16 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 709.200 | 3,03 | 26.971 | 3,73 | ||||
| 2026-02-13 | 13F | Strathmore Capital Advisors, Inc. | 129.182 | 968,86 | 4.913 | 977,19 | ||||
| 2026-01-30 | 13F | Samalin Investment Counsel, LLC | 30.781 | 6,04 | 1.171 | 6,75 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 2.462.405 | 3,92 | 93.645 | 4,63 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 13.260 | 504 | ||||||
| 2026-02-06 | 13F | Csenge Advisory Group | 16.457 | 1,90 | 626 | 2,63 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 3.367 | 0,00 | 128 | 0,79 | ||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 535.212 | 1,07 | 20 | 0,00 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 18.376 | -11,09 | 699 | -10,51 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 296 | 11 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1.114 | 42 | ||||||
| 2026-01-09 | 13F | Friday Financial | 90.213 | 35,63 | 3.431 | 36,54 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 13.826 | 0,00 | 526 | 0,57 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 493 | 0,00 | 19 | 0,00 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 1.009.881 | 1,37 | 38.446 | 1,37 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 106.172 | -30,38 | 4.038 | -29,91 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 11.278 | 57,18 | 429 | 108,78 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 10.806 | -4,18 | 411 | -3,53 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 48.051 | 5,27 | 1.827 | 6,04 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 10.432 | 0,00 | 397 | 0,51 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 200 | 0,00 | 8 | 0,00 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 5.449 | 0,00 | 207 | 0,98 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 3.310.640 | 90,57 | 125.482 | 91,24 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 455 | 1.367,74 | 17 | 1.600,00 | ||||
| 2026-02-03 | 13F | AssuredPartners Investment Advisors, LLC | 8.435 | 0,19 | 321 | 0,95 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Madrid Wealth Management, LLC | 33.720 | 1.282 | ||||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 5.545 | -0,77 | 211 | -0,47 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 562.375 | 9,34 | 21.387 | 10,09 | ||||
| 2026-01-20 | 13F | HBE Wealth Management, LLC | 81.199 | 3.088 | ||||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 1.052.145 | 9,88 | 40.013 | 10,64 | ||||
| 2025-10-17 | 13F | Sovereign Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 1.140 | -90,93 | 43 | -90,93 | ||||
| 2026-01-27 | 13F | Wealthspan Partners, Llc | 23.384 | -3,26 | 889 | -2,52 | ||||
| 2026-01-16 | 13F | Matauro, Llc | 412.029 | 1,75 | 15.669 | 2,45 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 7.731 | 0,00 | 294 | 0,68 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 13.905 | -2,20 | 529 | -1,68 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 37.597 | -15,43 | 1.430 | -14,89 | ||||
| 2026-01-29 | 13F | High Probability Advisors, LLC | 1.521.655 | 2,54 | 57.869 | 3,24 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 1.833 | 10,42 | 70 | 11,29 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 853.367 | -7,77 | 32.454 | -7,14 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 63.944 | 23,55 | 2 | 100,00 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 77.012 | 761,34 | 2.929 | 823,66 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 98.919 | 4,61 | 3.809 | 5,83 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 50.198 | 18,01 | 1.909 | 18,87 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 46.595 | 4,74 | 1.772 | 5,48 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 7.731 | 0,12 | 296 | 1,72 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 76.150 | -3,45 | 2.896 | -2,75 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Kooman & Associates | 552.829 | 4,74 | 21.024 | 5,46 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 8.085 | -54,62 | 307 | -54,32 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 14.296 | 0,00 | 544 | 0,74 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 68.554 | 8,96 | 2.607 | 9,72 | ||||
| 2026-02-06 | 13F | Hardy Reed LLC | 11.737 | 446 | ||||||
| 2026-02-13 | 13F | Burton Enright Welch | 1.079.349 | 4,14 | 41.048 | 4,86 | ||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 5.514 | 210 | ||||||
| 2026-02-05 | 13F | Plancorp, LLC | 10.263 | 0,00 | 390 | 0,78 | ||||
| 2026-01-21 | 13F | Unison Advisors LLC | 13.306 | 0,22 | 506 | 1,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17.299 | -4,31 | 658 | -3,67 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 14.791 | 0,00 | 562 | 0,72 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.812.155 | -0,02 | 108.296 | 1,53 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 13.661 | -29,31 | 526 | -27,85 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 236.165 | -38,27 | 8.981 | -37,84 | ||||
| 2026-01-22 | 13F | Squire Investment Management Company, LLC | 7.701 | 24,31 | 293 | 25,32 | ||||
| 2026-02-04 | 13F | Altman Advisors, Inc. | 21.289 | 0,00 | 810 | 0,62 | ||||
| 2026-02-10 | 13F | Financial Harvest, LLC | 354.765 | 8,50 | 13.492 | 9,25 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 2.484 | 94 | ||||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 1.065.577 | 0,51 | 40.993 | 0,54 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 1.210.531 | -3,38 | 46.037 | -2,72 | ||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 18.141 | -1,81 | 690 | -1,15 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 45 | 2 | ||||||
| 2026-02-06 | 13F | Stolz & Associates, Ps | 688.212 | 26.173 | ||||||
| 2026-01-12 | 13F | Foster Group, Inc. | 2.973.774 | 3,72 | 113.093 | 4,44 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 6.080 | 280,00 | 231 | 285,00 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 12.253 | 466 | ||||||
| 2026-02-10 | 13F | Bridge Generations Wealth Management Llc | 152.531 | 4,30 | 5.801 | 5,02 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.942.217 | 10,26 | 73.863 | 11,02 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 5.871 | 0,00 | 223 | 0,90 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 391.706 | 14.897 | ||||||
| 2026-01-15 | 13F | RCS Financial Planning, LLC | 266.588 | 0,26 | 10.138 | 0,96 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 8.017.707 | 6,27 | 304.913 | 7,00 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 142.698 | -16,82 | 5.427 | -16,25 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 49.776 | 19,84 | 1.893 | 20,66 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 1.737.036 | 2,23 | 66.059 | 2,94 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 2.666 | 101 | ||||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 206.356 | -0,03 | 7.848 | 0,65 | ||||
| 2026-01-13 | 13F | Shearwater Capital LLC | 16.574 | 0,00 | 630 | 0,64 | ||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 393.179 | -7,63 | 14.953 | -7,00 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 12.722 | -57,98 | 484 | -57,74 | ||||
| 2026-01-23 | 13F | SpringVest Wealth Management LLC | 27.151 | 8,33 | 1.033 | 9,09 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 355.660 | 8.437,21 | 13.526 | 662,83 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 165.385 | 7,81 | 6.290 | 8,56 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 14 | 1 | ||||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 111.016 | 5,26 | 4.222 | 5,98 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 372.113 | 7,76 | 14.151 | 8,49 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.338.649 | 0,81 | 50.909 | 1,51 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 90.183 | 2,72 | 3.430 | 2,33 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 337.701 | 0,86 | 12.843 | 1,55 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 14.290 | 184,21 | 543 | 187,30 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 2.616.683 | 0,01 | 99.512 | 0,70 | ||||
| 2026-02-03 | 13F | Ponta Wealth Partners, LLC | 25.596 | 973 | ||||||
| 2026-02-09 | 13F | Rhl Group, Llc | 6.181 | 235 | ||||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 102.950 | 2,16 | 3.915 | 2,86 | ||||
| 2026-01-26 | 13F | Oceanside Advisors LLC | 541.580 | 0,26 | 20.596 | 0,95 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 278.270 | 17,43 | 10.583 | 18,23 | ||||
| 2026-01-26 | 13F | Forteris Wealth Management Inc. | 22.583 | 859 | ||||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 107.042 | 48,60 | 4.071 | 49,63 | ||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 89.859 | 13,28 | 3.417 | 14,05 | ||||
| 2026-01-23 | 13F | Shore Point Advisors, LLC | 192.296 | 23,16 | 6.108 | 3,56 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 13.420 | 0,00 | 510 | 0,79 | ||||
| 2026-01-14 | 13F | Nova R Wealth, Inc. | 14.534 | 0,23 | 553 | 0,91 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 65.800 | 0,06 | 2.502 | 0,77 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 2.192.684 | 22,15 | 83.388 | 22,99 | ||||
| 2026-02-02 | 13F | Gibraltar Capital Management, Inc. | 18.585 | 0,62 | 707 | 1,29 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 805.464 | 6,02 | 30.632 | 6,75 | ||||
| 2026-01-22 | 13F | Fmb Wealth Management | 6.372 | 0,82 | 242 | 1,68 | ||||
| 2026-01-16 | 13F | CogentBlue Wealth Advisors, LLC | 230.783 | 2,07 | 8.777 | 2,78 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 11.680 | 2,36 | 0 | |||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 1.130.037 | -14,54 | 42.975 | -13,95 | ||||
| 2025-11-14 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Websterrogers Financial Advisors, Llc | 408.155 | 0,59 | 15.522 | 1,29 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 94.539 | -19,95 | 3.595 | -19,39 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 59.130 | 68,67 | 2.249 | 69,79 | ||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 15.465 | 0,14 | 588 | 0,86 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 5.858 | -58,18 | 223 | -58,03 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 6.252 | 211 | ||||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 6.835 | 8,20 | 260 | 8,82 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 234.763 | 1,18 | 8.928 | 1,88 | ||||
| 2026-02-05 | 13F | L & S Advisors Inc | 113.956 | -0,04 | 4.334 | 0,65 | ||||
| 2026-01-16 | 13F | Wealth Advisors Northwest LLC | 393.948 | 13,00 | 14.982 | 13,78 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 2.600 | 0,00 | 99 | 0,00 | ||||
| 2026-01-16 | 13F | Aspire Private Capital, LLC | 6.883 | -21,28 | 262 | -20,91 | ||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 543.232 | 20.659 | ||||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 3.191 | 0,00 | 121 | 0,83 | ||||
| 2026-02-10 | 13F | Catalyst Capital Advisors LLC | 986.101 | 0,00 | 37.501 | 0,69 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 1.572 | 0,00 | 60 | 0,00 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 33.502 | 20,06 | 1.274 | 20,99 | ||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 439.403 | 1,79 | 16.711 | 2,49 | ||||
| 2025-10-16 | 13F | Fortress Wealth Management, Inc. | 481.897 | 1,74 | 18.201 | 8,07 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 5.669 | 0,05 | 216 | 0,47 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 290 | 11 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 87.009 | 3,99 | 3.309 | 4,68 | ||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 14.751 | -0,37 | 561 | 0,18 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 602.225 | 0,93 | 22.903 | 1,63 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 8.833 | 0,00 | 336 | 0,60 | ||||
| 2026-01-29 | 13F | Approach Retirement Advisors, LLC | 63.749 | 2.424 | ||||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 10.430 | -12,21 | 394 | -6,87 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 6.329 | 0,00 | 241 | 0,42 | ||||
| 2026-01-27 | 13F | Global Financial Private Client, LLC | 5.387 | 205 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 103.530 | -14,52 | 3.937 | -13,93 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 17.854 | 0,00 | 679 | 0,59 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 9.582 | -7,43 | 364 | -6,67 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 18.856 | 49,88 | 717 | 50,95 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 222 | 0,00 | 8 | 0,00 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 131.325 | -1,83 | 4.994 | -1,15 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 12.408 | 472 | ||||||
| 2026-02-09 | 13F | Connecticut Capital Management Group, LLC | 98.541 | 3.748 | ||||||
| 2026-02-04 | 13F | Schubert & Co | 114.943 | 12,74 | 4.371 | 13,53 | ||||
| 2025-11-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | RW Investment Management LLC | 2.441.054 | 126,54 | 92.199 | 140,63 | ||||
| 2026-01-28 | 13F | Badgley Phelps Wealth Managers, LLC | 11.512 | 0,00 | 438 | 0,69 | ||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | WorthPointe, LLC | 148.895 | 390,19 | 5.662 | 393,64 | ||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 537.497 | 3,60 | 20.441 | 4,31 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 247.422 | 3,68 | 9.345 | 10,12 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Satovsky Asset Management Llc | 1.272.198 | 0,87 | 48.382 | 1,56 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 71.340 | 9,34 | 2.713 | 10,11 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 181.016 | 0,18 | 6.884 | 0,88 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 305.127 | 4,93 | 11.604 | 5,65 | ||||
| 2026-01-22 | 13F | Maseco Llp | 6.790 | 0,18 | 258 | 1,18 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 880 | 33 | ||||||
| 2026-02-10 | 13F | Zhang Financial LLC | 14.721 | 64,52 | 560 | 65,88 | ||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 88.056 | -1,10 | 3.349 | -0,42 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 40.800 | -8,33 | 1.552 | -7,73 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 532 | 20 | ||||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 1.487 | 57 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 80.055 | 63,35 | 3.044 | 64,54 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 12.169 | 0,19 | 463 | 0,87 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Premier Financial Group | 523.976 | 1,45 | 20.032 | 3,08 | ||||
| 2026-01-14 | 13F | Disciplined Equity Management, Inc. | 10.840 | 0,00 | 412 | 0,73 | ||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 397.491 | 0,18 | 15.117 | 0,87 | ||||
| 2026-01-21 | 13F | Master's Wealth Management Inc. | 554.936 | 7,98 | 21.104 | 8,72 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 31.462 | 27,55 | 1.196 | 28,46 | ||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 88.813 | 2,16 | 3.378 | 2,86 | ||||
| 2026-02-02 | 13F | Planning Center, Inc. | 1.617.442 | -5,87 | 61.511 | -5,22 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 261.422 | -6,88 | 9.942 | -6,24 | ||||
| 2026-02-11 | 13F | Petersen Hastings Wealth Advisors Inc. | 2.861.752 | 108.832 | ||||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 1.100.984 | 3,80 | 41.584 | 10,25 | ||||
| 2026-01-22 | 13F | K2 Financial Inc. | 46.356 | 1,42 | 1.779 | 3,55 | ||||
| 2026-02-02 | 13F | Millburn Ridgefield Corp | 986.101 | 0,00 | 37.501 | 0,69 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 6.403 | -4,50 | 244 | -3,95 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 243.896 | -0,44 | 9.275 | 0,25 | ||||
| 2026-02-11 | 13F | Daner Wealth Management, LLC | 43.316 | -4,61 | 1.704 | -0,41 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 35.001 | 1.331 | ||||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 57.849 | -1,10 | 2.200 | -0,41 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 459.034 | -7,42 | 17.457 | -6,79 | ||||
| 2026-01-23 | 13F | Vestment Financial LLC | 242.363 | 3,50 | 9.365 | 4,93 | ||||
| 2026-02-10 | 13F | Viawealth, Llc | 57.205 | -0,30 | 2.176 | 0,37 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 1.028.094 | 215,86 | 39.098 | 218,05 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 423 | 0,00 | 16 | 6,67 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 26.400 | 149,06 | 1.004 | 150,75 | ||||
| 2026-01-15 | 13F | GEN Financial Management, INC. | 30.198 | 0,15 | 1.148 | 0,88 | ||||
| 2026-01-16 | 13F | Melfa Wealth Management, Llc | 5.700 | 0,00 | 217 | 0,47 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 201.305 | -23,91 | 5.495 | -45,02 | ||||
| 2026-01-15 | 13F | Parkwoods Wealth Partners, LLC | 85.004 | 58,24 | 3.233 | 59,37 | ||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 7.765 | 0,22 | 295 | 1,03 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 1.094.980 | 40,52 | 41.642 | 41,49 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 257 | 0,00 | 10 | 0,00 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 7.786 | 1,09 | 296 | 2,07 | ||||
| 2025-11-06 | 13F | Asset Planning Corporation | 476.750 | 2,61 | 18.007 | 8,98 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 22.570 | -22,99 | 858 | -22,42 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 250.263 | 2,30 | 9.517 | 3,00 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 616.043 | 11,11 | 23.428 | 11,87 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | TCP Asset Management, LLC | 401.764 | 3,69 | 15.279 | 4,41 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 433 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 52.208 | -1,67 | 1.985 | -1,00 | ||||
| 2026-01-12 | 13F | Archer Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 7.479 | -1,62 | 284 | -1,05 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 266.865 | -2,24 | 10.149 | -1,57 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 578.702 | 22,56 | 22.009 | 24,39 | ||||
| 2026-02-11 | 13F | Landing Point Financial Group, LLC | 27.606 | 0,24 | 1.050 | 0,87 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 108.268 | 9,28 | 4.117 | 11,15 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 6.065 | 231 | ||||||
| 2026-02-04 | 13F | Midwest Heritage Bank, FSB | 488.388 | 0,70 | 18.573 | 1,39 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 19.304.073 | 3,85 | 734.134 | 4,51 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 2.258 | 0,00 | 86 | 0,00 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 44.791.614 | 5,13 | 1.703.426 | 5,86 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 16.423 | 10,90 | 625 | 11,63 | ||||
| 2026-01-15 | 13F | Dixon Fnancial Services, Inc. | 5.391 | 205 | ||||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 69.406 | 43,88 | 2.639 | 44,92 | ||||
| 2026-02-12 | 13F | Empire Financial Management Company, LLC | 20.385 | 775 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 942.832 | -3,83 | 35.856 | -3,17 | ||||
| 2026-02-24 | 13F | Lynch Investment Planning, LLC | 230.470 | 8.765 | ||||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 2.048.402 | 10,50 | 77.901 | 11,26 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 447.550 | 2,85 | 17.020 | 3,56 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 13.425 | 0,22 | 511 | 0,99 | ||||
| 2025-10-03 | 13F | HFG Wealth Management, LLC | 36.832 | 1.310 | ||||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 912.318 | 8,44 | 34.860 | 10,81 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 138.807 | 22,05 | 5 | 25,00 | ||||
| 2025-10-16 | 13F | Lowe Wealth Advisors, LLC | 1.781 | 0,00 | 67 | 6,35 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 22.902 | -35,28 | 871 | -34,88 | ||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 19.365 | 11,49 | 736 | 12,20 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 191.583 | -6,22 | 7.286 | -5,57 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 6.239 | 237 | ||||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 53 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 15.052 | 4,88 | 572 | 5,54 | ||||
| 2026-02-17 | 13F | Foundry Financial LLC | 377.602 | 14.360 | ||||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 10.860 | 0,00 | 413 | 0,73 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 558.704 | 6,43 | 21.248 | 7,16 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 1.012.770 | -7,91 | 38.516 | -7,28 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 16.256 | 614 | ||||||
| 2026-02-02 | 13F | Everest Management Corp. | 24.393 | -12,15 | 928 | -11,55 | ||||
| 2026-01-15 | 13F | Hartmann Taylor Wealth Management, LLC | 40.414 | -0,37 | 1.537 | 0,26 |
