Grundlæggende statistik
| Institutionelle ejere | 998 total, 998 long only, 0 short only, 0 long/short - change of -0,40% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3684 % - change of 2,95% MRQ |
| Institutionelle aktier (lange) | 68.739.262 (ex 13D/G) - change of 3,51MM shares 5,38% MRQ |
| Institutionel værdi (lang) | $ 7.300.632 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares MSCI EAFE Growth ETF (US:EFG) har 998 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 68,739,262 aktier. Største aktionærer omfatter Jones Financial Companies Lllp, Bank Of America Corp /de/, Envestnet Asset Management Inc, Morgan Stanley, Delaware Management Holdings, Inc., Jpmorgan Chase & Co, LPL Financial LLC, Park Avenue Securities Llc, Us Bancorp \de\, and Pnc Financial Services Group, Inc. .
iShares Trust - iShares MSCI EAFE Growth ETF (BATS:EFG) 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 28, 2026 is 117,28 / share. Previously, on April 29, 2025, the share price was 103,95 / share. This represents an increase of 12,82% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 15.346 | -29,58 | 1.748 | -29,54 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 8.509 | 61,58 | 948 | 58,10 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 12.240 | 617,05 | 1.363 | 602,58 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 115.588 | -48,79 | 13.168 | -48,78 | ||||
| 2026-02-11 | 13F | Athena Investment Management | 4.619 | 0,00 | 526 | 0,00 | ||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 225 | 26 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.074 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 2.633 | 300 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 6.456 | 735 | ||||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 681 | 0,00 | 78 | 0,00 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 115.799 | -2,37 | 12.897 | -4,56 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.156.764 | -3,03 | 131.778 | -2,99 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2.307 | 275 | ||||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 7.351 | 2,10 | 837 | 2,20 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 6.762 | -5,35 | 770 | -3,75 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 830 | 86,52 | 92 | 84,00 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 699.395 | 4.150,35 | 77.892 | 4.056,40 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 3.374 | 0,48 | 384 | 0,52 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 6.696 | -1,93 | 763 | -1,93 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 82.114 | 15,13 | 9.145 | 12,55 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 53.540 | -31,04 | 6.099 | -31,01 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 131 | 15 | ||||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 25.558 | -26,50 | 2.846 | -28,15 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 5.568 | 3.469,23 | 634 | 3.629,41 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 27.482 | 0,00 | 3.131 | 0,00 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 13.652 | 0,12 | 1.520 | -2,12 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 853 | 97 | ||||||
| 2026-02-10 | 13F | Operose Advisors LLC | 96 | 15,66 | 11 | 11,11 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 221 | 25 | ||||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 546.864 | 62.299 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 58.205 | 12,09 | 6.631 | 12,13 | ||||
| 2026-02-03 | 13F | Bokf, Na | 316.764 | 5,47 | 36.086 | 5,50 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 10.204 | 408,42 | 1.136 | 398,25 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 44.105 | 1,15 | 5.024 | 1,19 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 1.947 | 217 | ||||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 8.058 | 6,67 | 897 | 4,30 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Bangor Savings Bank | 227 | 0,00 | 25 | 0,00 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.933 | 327 | ||||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 40.615 | 4,79 | 4.626 | 4,80 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 21.157 | 35,54 | 2.356 | 32,51 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 8.556 | 22,93 | 975 | 22,98 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 4.263 | -21,03 | 475 | -22,80 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 21.382 | 2.436 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 2.091 | -0,48 | 238 | -0,42 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 5.859 | -5,21 | 667 | -5,12 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 527 | 0,00 | 59 | -3,33 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 3.174 | 362 | ||||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 609 | 0,00 | 69 | 0,00 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 9.204 | 1,53 | 1.048 | 1,55 | ||||
| 2026-01-30 | 13F | Sofi Wealth, Llc | 528.835 | 5,31 | 60.245 | 5,35 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 7.784 | 689,45 | 887 | 691,07 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 8.895 | 242,12 | 991 | 234,46 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 2.054 | -7,35 | 234 | -7,14 | ||||
| 2026-02-13 | 13F | Itau Unibanco Holding S.A. | 225.826 | -17,76 | 25.726 | -17,73 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 1.713 | 195 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.239.402 | 4,48 | 141.193 | 4,52 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 25.892 | -7,05 | 2.884 | -9,14 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 2.047 | -81,57 | 228 | -82,06 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 40.792 | 0,45 | 4.645 | -1,86 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 29.018 | 11,43 | 3.306 | 11,47 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 4.893 | 5,20 | 545 | 2,84 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 2.992 | 9,80 | 341 | 9,68 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 171 | 1,18 | 20 | 0,00 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 47.880 | 1.077,57 | 5.455 | 1.070,39 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 4.561 | -55,58 | 508 | -56,63 | ||||
| 2026-01-05 | 13F | Burkett Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 9.532 | -13,97 | 1.062 | -15,93 | ||||
| 2026-02-05 | 13F | Odyssey Capital Advisors, Inc. | 10.917 | 1.244 | ||||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 79.069 | -52,28 | 9.008 | -52,27 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 122.422 | -24,42 | 13.946 | -24,39 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 178.301 | 30,47 | 20.312 | 30,51 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 5.521 | -21,95 | 629 | -21,99 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 301 | 0,00 | 34 | 0,00 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 1.794 | -45,15 | 204 | -45,16 | ||||
| 2025-11-10 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 266 | 1,14 | 30 | 3,45 | ||||
| 2025-10-31 | 13F | JustInvest LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 3.295 | -1,35 | 367 | -3,68 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 450.800 | 1,04 | 51.355 | 1,08 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 5.365 | -8,20 | 611 | -8,12 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 23.726 | 3,44 | 2.703 | 3,45 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.695 | 44,58 | 300 | 41,51 | ||||
| 2026-02-17 | 13F | Delaware Management Holdings, Inc. | 2.374.486 | 270.501 | ||||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 4.618 | 103,62 | 526 | 103,88 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 12.877 | 54,55 | 1.467 | 54,91 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 19.590 | -13,65 | 2.182 | -15,60 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 49.005 | -2,04 | 5.458 | -4,23 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 13.781 | -1,42 | 1.570 | -1,44 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 87 | 0,00 | 10 | 0,00 | ||||
| 2026-01-06 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Keystone Financial Services | 26.988 | -66,21 | 3.075 | -66,20 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 22.450 | 0,54 | 2.558 | 0,59 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 6 | 0,00 | 1 | |||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 4.420 | 1,82 | 492 | -0,40 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 11.638 | -49,83 | 1.263 | -52,50 | ||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 422 | 0,00 | 48 | 0,00 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 87 | 10 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.387 | -36,55 | 154 | -38,15 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 7.413 | 7,95 | 844 | 8,07 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 1.900 | 0,00 | 212 | -2,31 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 66 | 60,98 | 7 | 75,00 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 943 | -22,89 | 107 | -23,02 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 268.250 | 2,05 | 30.559 | 2,09 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2.445 | -9,01 | 279 | -9,15 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 8.243 | 12,79 | 918 | 10,34 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 2.851 | 0,00 | 325 | 0,00 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 5.412 | -1,58 | 603 | -3,83 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 50.154 | -41,13 | 5.714 | -41,12 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 2.111 | 1,20 | 240 | 1,27 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 5.591 | 23,04 | 637 | 23,02 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 2.807 | -22,50 | 313 | -24,27 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 1.934 | 0,00 | 220 | 1,85 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 245 | 87,02 | 28 | 92,86 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 77.180 | 0,69 | 8.792 | 0,73 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 27.384 | 222,47 | 3.050 | 215,31 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 7.798 | -79,83 | 868 | -80,30 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 2.658.743 | -38,76 | 302.884 | -38,74 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 6.793 | 7,93 | 757 | 5,44 | ||||
| 2026-02-05 | 13F | Conning Inc. | 3.255 | 0,00 | 371 | 0,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 264.135 | 4,84 | 30.090 | 4,88 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 723 | 82 | ||||||
| 2026-01-20 | 13F | Ascent Group, LLC | 42.743 | -3,55 | 4.869 | -3,51 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 102.199 | -10,06 | 12 | -8,33 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 413 | -22,51 | 47 | -21,67 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 21 | 0,00 | 2 | 0,00 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 1.979 | -58,65 | 225 | -58,64 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 20.674 | 3,46 | 2.302 | 1,14 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.473 | 94,02 | 417 | 93,49 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 4.478 | -12,06 | 510 | -11,92 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 19.549 | -0,84 | 2.227 | -0,80 | ||||
| 2026-02-03 | 13F | Sound Financial Strategies Group, LLC | 4.874 | 0,14 | 555 | 0,18 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 80.010 | -2,56 | 8.911 | -4,75 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 15.305 | 0,76 | 1.744 | 0,81 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 871 | -56,86 | 99 | -56,77 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 8.029 | 0,00 | 915 | 0,00 | ||||
| 2026-03-13 | 13F | Lane Brothers & Co Inc | 2.922 | 333 | ||||||
| 2026-04-27 | 13F | Nvwm, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 37.379 | 4,67 | 4.163 | 2,31 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 631.968 | 1,35 | 71.989 | 1,37 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 16.963 | 533,66 | 1.889 | 519,34 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 3.208 | 0,00 | 365 | 0,00 | ||||
| 2026-03-20 | 13F | Consilio Wealth Advisors, Llc | 40.623 | -0,40 | 4.628 | -0,37 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 7.728 | -15,10 | 861 | -17,07 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 54.444 | 12,14 | 6.202 | 12,19 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 11.229 | -0,23 | 1 | 0,00 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 9.921 | 1.564,60 | 1.105 | 1.547,76 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 536 | 0,00 | 60 | -3,28 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 430 | 11,40 | 48 | 9,30 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 147 | 0,00 | 16 | 0,00 | ||||
| 2025-11-04 | 13F | Swp Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Balentine LLC | 3.731 | 0,00 | 416 | -2,35 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.793 | 45,89 | 204 | 48,91 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 14.023 | 594,55 | 1.562 | 578,70 | ||||
| 2026-01-22 | 13F | Personal Cfo Solutions, Llc | 51.249 | 5.838 | ||||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 2.170 | 242 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2.357 | 0,81 | 269 | 0,75 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 20.144 | 2.295 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 20.432 | -0,96 | 2.328 | -0,94 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 12.750 | -9,47 | 1.420 | -11,53 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 17.102 | -22,28 | 1.948 | -22,27 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 7.845 | 55,62 | 874 | 52,09 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 11.488 | 308,24 | 643 | 100,94 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 173 | 0,00 | 19 | 0,00 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 7.844 | -0,67 | 874 | -2,89 | ||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Retirement Solution Inc. | 2.190 | -11,41 | 249 | -11,39 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 293 | 33 | ||||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 493 | 0,00 | 56 | 0,00 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 17.367 | 0,47 | 1.978 | 0,51 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 15.734 | 14,26 | 1.792 | 14,29 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 75.847 | -3,83 | 8.447 | -5,98 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 10.547 | -52,16 | 1.201 | -52,15 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 31.312 | 0,44 | 3.567 | 0,48 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 5.335 | 0,89 | 594 | -1,33 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 68.350 | -14,08 | 7.612 | -16,00 | ||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 1.883 | -58,43 | 215 | -58,45 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 143.335 | -46,79 | 16.329 | -46,77 | ||||
| 2026-01-27 | 13F | Leisure Capital Management | 4.477 | 0,00 | 510 | 0,20 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 11.439 | -11,19 | 1.377 | -6,14 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 7.195 | 269,73 | 801 | 262,44 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2.404 | -14,90 | 268 | -16,82 | ||||
| 2026-01-15 | 13F | Wealth Quarterback LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cerity Partners LLC | 74.527 | -5,03 | 8.541 | -4,66 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 12.085 | -10,47 | 1.377 | -10,47 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 3.365 | 383 | ||||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 16.513 | -3,75 | 1.839 | -5,89 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 66.739 | 8,85 | 7.603 | 23,99 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 46.387 | 1.708,46 | 5.166 | 1.669,18 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 251.742 | 18,82 | 28.036 | 16,16 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 2.259 | 0,00 | 257 | 0,00 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 364 | 0,00 | 41 | -2,44 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 11.236 | 0,55 | 1.280 | 0,55 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 199 | 0,00 | 22 | 0,00 | ||||
| 2026-01-14 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2.304 | -3,80 | 257 | -5,88 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 842 | -73,92 | 96 | -74,11 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 5.030 | 0,00 | 560 | -2,27 | ||||
| 2026-02-12 | 13F | Jasper Ridge Partners, L.P. | 59.403 | 0,00 | 6.767 | 0,04 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 3.288 | 2,72 | 366 | 0,55 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 1.929 | -8,62 | 215 | -10,83 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 43.247 | 703,40 | 4.816 | 685,64 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2.254 | 16,91 | 257 | 16,89 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 7.039 | 56,67 | 802 | 56,75 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 3.238 | 0,00 | 361 | -2,17 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 2.412 | 1,69 | 269 | -0,74 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.967 | 0,00 | 219 | -2,23 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 6.091 | 0,71 | 694 | 0,73 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 1.757 | 200 | ||||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 423 | -26,43 | 48 | -26,15 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 3.083 | -0,90 | ||||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 1.880 | 214 | ||||||
| 2026-04-21 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 144.860 | 4,89 | 16.133 | 2,55 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 13.483 | -54,22 | 1.536 | -54,22 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 31.598 | 8,67 | 3.519 | 6,25 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 4.574 | -28,55 | 521 | -28,53 | ||||
| 2025-11-12 | 13F | Erste Asset Management GmbH | 0 | 0 | ||||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 10.423 | 3,21 | 1.187 | 3,22 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 332 | 133,80 | 38 | 131,25 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 3.615 | 0,00 | 403 | -2,19 | ||||
| 2026-04-07 | 13F | InvesTrust | 22.263 | 2,38 | 2.479 | 0,08 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12.325 | 284,08 | 1.373 | 275,89 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 117.578 | 0,84 | 13.095 | -1,42 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 9.250 | 53,65 | 1.030 | 50,36 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 9.785 | -4,37 | 1.090 | -6,52 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 164.523 | -4,51 | 18.742 | -4,47 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 109 | 0,00 | 12 | 0,00 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 1.823 | -16,68 | 203 | -18,88 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 92.724 | 1,35 | 10.327 | -0,92 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 63.282 | 73,79 | 7.209 | 73,88 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 6.625 | 755 | ||||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 18.595 | 14,04 | 2.071 | 11,47 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 41.680 | 1,37 | 4.642 | -0,90 | ||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 60 | 0,00 | 7 | 0,00 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 5.987 | 667 | ||||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 9.688 | -0,85 | 1.104 | -0,81 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 3.058 | -2,70 | 341 | -5,03 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 661.270 | 7,67 | 75.332 | 7,71 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 863 | 1.188,06 | 98 | 1.300,00 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 1.939 | 216 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.767 | 20,10 | 308 | 17,56 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 4.459 | -0,87 | 508 | -0,98 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 865.462 | -13,79 | 98.593 | -13,76 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 9.842 | -0,44 | 1.096 | -2,66 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 56.425 | 39,96 | 6.433 | 40,12 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 10.012 | 346,96 | 1.115 | 337,25 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 56.460 | 1,22 | 6 | 0,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 3.759 | -97,07 | 428 | -97,07 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 30.769 | -23,56 | 3.732 | -19,66 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3.946 | 439 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 359 | 0,00 | 41 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 15.757 | -5,82 | 1.795 | -5,77 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 7.813 | 870 | ||||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 326 | 37 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 642 | 0,00 | 73 | 0,00 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 2.265 | 0,00 | 252 | -2,33 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 13.636 | 8,94 | 1.553 | 8,98 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2.739 | 311 | ||||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 9.264 | -42,01 | 1.032 | -46,02 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 7.763 | 24,17 | 865 | 21,35 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 8.995 | 19,39 | 1.025 | 19,49 | ||||
| 2025-10-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 36 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 52.647 | 32,93 | 6.026 | 34,28 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 15.346 | 24,66 | 1.709 | 21,90 | ||||
| 2026-02-11 | 13F | Invst, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 13.314 | -20,25 | 1.483 | -22,04 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 460 | 0,00 | 52 | 0,00 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 74 | -52,26 | 8 | -52,94 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 20.911 | 14,23 | 2.382 | 14,30 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 4.943 | -8,46 | 563 | -8,31 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 5.007 | 0,00 | 570 | 0,00 | ||||
| 2026-02-12 | 13F | Peterson Wealth Services | 960 | 31,87 | 109 | 0,00 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 31.296 | -3,42 | 3.565 | -3,39 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 17.434 | -4,08 | 1.942 | -6,23 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 17.268 | 20,92 | 1.923 | 18,27 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 62.382 | -13,67 | 7.107 | -15,83 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.359 | -33,80 | 155 | -36,89 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 82.337 | 9.380 | ||||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 125 | -96,85 | 0 | |||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 19.764 | 78,80 | 2.201 | 74,82 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 11.500 | 300,00 | 1.156 | 253,52 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 9.057 | -0,21 | 1.032 | -0,19 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 9.112 | -80,73 | 1.038 | -80,75 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 22 | 3 | ||||||
| 2026-02-03 | 13F | MA Private Wealth | 150.767 | -7,54 | 17.175 | -7,51 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 454 | 0,00 | 51 | -1,96 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 17.322 | 1.973 | ||||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 15 | 2 | ||||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 2.423 | 17,11 | 270 | 14,47 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 640.754 | 2,75 | 72.995 | 2,79 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 4.609 | 65,43 | 513 | 61,83 | ||||
| 2026-02-10 | 13F | Mycio Wealth Partners, Llc | 8.372 | 1,60 | 954 | 1,60 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 14.435 | -8,26 | 1.608 | -10,32 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 63.004 | 501,81 | 7.177 | 502,10 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 197.944 | -1,27 | 22.550 | -1,23 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1.849 | -44,04 | 206 | -45,48 | ||||
| 2026-02-14 | 13F | American Trust | 2.245 | -15,51 | 256 | -15,56 | ||||
| 2025-11-05 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | True Vision MN LLC | 45.748 | 761,71 | 5.095 | 743,38 | ||||
| 2026-02-04 | 13F | Urban Financial Advisory Corp | 3.681 | 1,60 | 419 | 1,70 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 408.287 | -8,29 | 46.512 | 92.924,00 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 2.890 | 1,76 | 322 | -0,62 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 567.198 | 3,72 | 63.169 | 1,40 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 97.657 | 11,47 | 10.876 | 8,98 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 70.347 | 61,30 | 7.835 | 57,69 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 33.458 | 11,61 | 3.726 | 9,14 | ||||
| 2026-02-13 | 13F | Hudson Portfolio Management LLC | 1.840 | 0,00 | 210 | 0,00 | ||||
| 2025-11-13 | 13F | Mosaic Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 3.505 | -7,03 | 399 | -6,99 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 8.453 | -5,64 | 941 | -7,75 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 41 | 5 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.140.998 | 690,36 | 127 | 693,75 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 434.249 | -23,90 | 49.470 | -23,87 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 1.212 | 0,00 | 138 | 0,00 | ||||
| 2025-11-04 | 13F | High Note Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 21.885 | 2.493 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 2.183 | -10,42 | 243 | -12,27 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 5.130 | 584 | ||||||
| 2026-02-06 | 13F | Wilian Securities, LLC | 2.066 | 235 | ||||||
| 2025-11-14 | 13F | Barnes Wealth Management Group, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 3.392 | 1,19 | 378 | -1,05 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 13.705 | -51,22 | 1.561 | -51,20 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 47 | 0,00 | 5 | 0,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 13.891 | 1,29 | 1.547 | -0,96 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 1.616 | 0,00 | 184 | 0,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 3.246 | 809,24 | 362 | 802,50 | ||||
| 2026-02-13 | 13F | LiftPoint Family Wealth Advisors LLC | 23.412 | 2.667 | ||||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 94.155 | 5,00 | 10.890 | 8,42 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 4.638 | 0,00 | 517 | -2,27 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 3.821 | -34,97 | 435 | -34,98 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 822 | 94 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 3.218 | -14,44 | 367 | -14,49 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 6.339 | -11,54 | 706 | -13,60 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 8.936 | -0,56 | 1.018 | -0,59 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 4.751 | -9,31 | 529 | -11,24 | ||||
| 2026-02-13 | 13F | W Advisors, Llc | 24.199 | -4,73 | 2.757 | -4,70 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 3.434 | 3,00 | 391 | 3,17 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 1.780 | -26,32 | 203 | -26,55 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 3 | 0 | ||||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 55.961 | 8,63 | 6.232 | 6,20 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 2.103 | -86,60 | 240 | -86,63 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 6.542 | 195,08 | 745 | 195,63 | ||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 1.764 | 201 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 1.003.387 | 5,11 | 114.306 | 5,15 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 16.619 | -3,01 | 1.893 | -2,97 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 7.909 | -2,87 | 881 | -5,07 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 3.048 | 37,42 | 340 | 34,52 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 2.523 | 25,71 | 281 | 22,81 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 35 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 1.952 | -91,21 | 222 | -91,21 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 31.315 | 3.488 | ||||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 179 | 0,00 | 20 | 0,00 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 139 | -65,76 | 16 | -67,39 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 13.391 | 1,64 | 1 | 0,00 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 164.092 | 3,31 | 18.693 | 3,34 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 1.992 | 0,00 | 222 | -2,21 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 22.268 | 193,66 | 2.537 | 190,83 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 3.059 | -0,46 | 348 | -0,29 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 2.677 | -5,10 | 298 | -7,17 | ||||
| 2026-04-13 | 13F | Trust Co | 31 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 13.079 | 17,32 | 1.490 | 17,34 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 41.791 | 4.761 | ||||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 17.490 | 0,00 | 1.992 | 0,05 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 292 | 0,00 | 33 | 0,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 36.418 | 8,99 | 4.149 | 9,01 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Savant Capital, LLC | 28.778 | -4,36 | 3.278 | -4,32 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 297.439 | -28,55 | 33.932 | -27,59 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 60.619 | -12,60 | 6.906 | -12,57 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Maple Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 31.010 | -9,35 | 3.454 | -11,37 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 2.260 | 0,00 | 252 | -2,33 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 5.520 | -32,20 | 629 | -32,25 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 540 | 0,00 | 62 | 0,00 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Northland Securities, Inc. | 6.831 | 778 | ||||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 35.272 | -1,75 | 4.018 | -1,71 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 2.677 | -57,38 | 305 | -58,18 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 20.511 | 0,65 | 2.337 | 0,69 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 2.033 | 0,00 | 231 | 0,00 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 12.115 | 31,94 | 1.349 | 28,97 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 5.947 | 1,19 | 662 | -1,05 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 2.216 | -8,92 | 247 | -11,19 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 23.980 | -8,73 | 2.671 | -10,79 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 5.326 | -0,17 | 607 | -0,16 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 5.266 | 3,07 | 600 | 3,10 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3.343 | -7,70 | 372 | -9,71 | ||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 5.450 | 0,00 | 621 | 0,00 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 7.700 | 0,00 | 858 | -2,28 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 4.571 | -28,24 | 521 | -30,11 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 41.478 | 1,59 | 4.619 | -0,69 | ||||
| 2026-02-12 | 13F | Collier Financial | 350 | 1,45 | 40 | 0,00 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 11 | 1 | ||||||
| 2026-02-06 | 13F | Americana Partners, LLC | 6.719 | -0,58 | 765 | -0,52 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 3.292 | 0,00 | 367 | -2,40 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 106.682 | -0,99 | 11.881 | -3,20 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 107.914 | 0,86 | 12.294 | 0,93 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 5.532 | -50,76 | 672 | -47,46 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 3.487.456 | -0,22 | 397.291 | -0,19 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 5.858 | -3,83 | 667 | -3,75 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 3.424 | 0,00 | 390 | 0,26 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 6.262 | 0,87 | 713 | 0,99 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 1.311.881 | -0,79 | 149.460 | -0,75 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 9.837 | -7,04 | 1.121 | -7,05 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 2.870 | 145,30 | 0 | |||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 22.058 | -2,92 | 2.457 | -5,10 | ||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Herold Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 10.151 | -75,10 | 1.057 | 26.300,00 | ||||
| 2025-10-29 | 13F | Scissortail Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 99.781 | -0,76 | 11.367 | -0,72 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 2.500 | -27,49 | 285 | -27,55 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 5.970 | 1,46 | 680 | 1,49 | ||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 4.354 | 496 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 56.038 | 73,54 | 6.241 | 69,66 | ||||
| 2025-11-04 | 13F | Wealthgarden F.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 9.096 | -15,28 | 1.013 | -17,17 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.952 | 19,53 | 217 | 16,67 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 2.333 | -9,43 | 266 | -9,56 | ||||
| 2025-11-14 | 13F | Empower Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 45.738 | 1,95 | 5.210 | 2,00 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 34 | -99,40 | 4 | -99,54 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 64.915 | 26,60 | 7.395 | 26,65 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 30.152 | -30,99 | 3.435 | -30,97 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 51.263 | 0,32 | 5.709 | -1,92 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 158.454 | 3,08 | 18.051 | 3,13 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 7.325 | 834 | ||||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 672 | 0,45 | 77 | 0,00 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 40.778 | 0,16 | 4.645 | 0,19 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 4.681 | 1,08 | 539 | 0,37 | ||||
| 2025-11-18 | 13F | Tcfg Wealth Management, Llc | 35.513 | 9 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 42.199 | 0,00 | 4.807 | 0,04 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 278 | 0,00 | 31 | -3,23 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 23.606 | -13,91 | 2.689 | -13,87 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 61.439 | 3,16 | 7 | 0,00 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 210.089 | 5.811,34 | 23.933 | 5.824,01 | ||||
| 2026-01-12 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 21.177 | -1,05 | 2.412 | -1,03 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 10.895 | 39,09 | 1.213 | 35,99 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 31.902 | -43,76 | 3.633 | -42,81 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 146.533 | 34,06 | 16.661 | 33,79 | ||||
| 2025-11-06 | 13F | Providence Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 26.332 | 3.000 | ||||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 87.933 | 2,94 | 10.017 | 2,97 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 16.846 | -7,97 | 1.919 | -7,92 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 8.889 | -38,54 | 990 | -39,95 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 805 | 0,00 | 90 | -2,20 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 4.241 | -0,28 | 472 | -2,48 | ||||
| 2026-02-02 | 13F | Addison Capital Co | 42.731 | 59,56 | 4.868 | 59,63 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 6.637 | 756 | ||||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 3.231 | 28,16 | 368 | 28,22 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 55.046 | -7,21 | 6.130 | -9,29 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1.818 | 202 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 7.694 | -72,73 | 877 | -72,74 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 63.803 | 3,91 | 7.268 | 3,95 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 6.610 | 206,16 | 753 | 207,35 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 9.582 | -14,14 | 1.092 | -14,09 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 17.188 | 2,04 | 1.914 | -0,21 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 3.687 | 0,00 | 420 | 0,24 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 36.189 | -1,27 | 4.123 | -1,25 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 2.886 | -0,76 | 329 | -0,91 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 8.946 | 22,73 | 1.019 | 22,77 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 21.046 | 2.398 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 2.874 | 39,58 | 327 | 39,74 | ||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 3.901 | -1,56 | 444 | -1,55 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 31.506 | -47,01 | 3.509 | -48,21 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 2.125 | 0,00 | 237 | -2,48 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 2.325 | -4,52 | 265 | -4,69 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 42.691 | 21,95 | 4.755 | 19,21 | ||||
| 2025-10-29 | 13F | Custom Index Systems, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 2.210 | -92,51 | 252 | -92,53 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 3.301 | 1,38 | 376 | 1,62 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1.571 | -50,66 | 179 | -51,63 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 1.500 | 0,00 | 167 | -1,76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17.909 | -3,40 | 2.040 | -3,36 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 224.092 | 42,20 | 25.529 | 42,26 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 12.009 | 9,75 | 1.337 | 7,30 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 329.257 | 1,26 | 36.669 | -1,01 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 77.609 | -2,46 | 8.841 | -2,43 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 749 | 0,00 | 89 | -3,30 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 72 | 8 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.156.644 | -18,21 | 245.685 | -18,19 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 2.504 | 0,00 | 279 | -2,46 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 19.683 | 4,51 | 2.192 | 2,19 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 6.715 | 4,11 | 748 | 1,77 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3.986 | 17,27 | 454 | 17,31 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 6.152 | 6 | ||||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 502 | 56 | ||||||
| 2026-02-12 | 13F | BlackRock, Inc. | 16.619 | -29,04 | 1.893 | -29,02 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 4.841 | -11,43 | 539 | -13,34 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 32 | 0,00 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 1.827 | 0,00 | 203 | -2,40 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 475 | -41,43 | 54 | -41,30 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 16.452 | 4,72 | 1.874 | 4,75 | ||||
| 2025-11-03 | 13F | Pandora Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 40.333 | 6,80 | 4.492 | 4,39 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 29.340 | 245,50 | 3.268 | 237,85 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 479 | 0 | ||||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Readystate Asset Management Lp | 8.385 | 955 | ||||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 3.178 | -1,82 | 362 | -1,90 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 11.554 | 1.287 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1.295 | 0,00 | 144 | -2,04 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 4.978 | -91,01 | 567 | -91,01 | ||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 13.041 | 0,00 | 1.486 | 0,00 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 56.325 | -32,39 | 6.417 | -32,37 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 11.971 | -2,29 | 1.413 | 1,22 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 110 | 0,00 | 13 | 0,00 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 935 | 0,00 | 104 | -1,89 | ||||
| 2026-01-28 | 13F | Cortland Associates Inc/mo | 2.614 | 0,00 | 298 | 0,00 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 623.927 | 6,96 | 71.078 | 7,00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 20.512 | -1,72 | 2.284 | -3,91 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 7.409 | 0,56 | 844 | 0,60 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 4.073 | 37,14 | 481 | 42,31 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 457.586 | 2,47 | 52.128 | 2,51 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 322 | 1,58 | 37 | 0,00 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 63.468 | 2,17 | 7.230 | 2,21 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 5.739 | -6,62 | 654 | -6,58 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 36.107 | -0,11 | 4.021 | -2,33 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 1.115 | -26,16 | 127 | -25,73 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 8.919 | -3,85 | 1.016 | -3,79 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 33.692 | 4,35 | 3.752 | 2,01 | ||||
| 2025-11-13 | 13F | Marshall Wace, Llp | 22.040 | 2.510 | ||||||
| 2026-04-21 | 13F | Yoffe Investment Management, LLC | 2.358 | 0,00 | 263 | -2,24 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 145 | 0,00 | 16 | 0,00 | ||||
| 2026-02-05 | 13F | Wakefield Asset Management LLLP | 137.148 | -2,26 | 15.624 | -2,23 | ||||
| 2025-11-19 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 9.428 | 213,74 | 1.050 | 206,73 | ||||
| 2026-02-17 | 13F | Creative Planning | 152.036 | 11,44 | 17.320 | 11,48 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 305 | 0,00 | 35 | 0,00 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 9.199 | -0,33 | 1.025 | -2,57 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 16.034 | 1,17 | 1.827 | 1,22 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 6.674 | 0,00 | 743 | -2,24 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2.048.874 | 780,80 | 228 | 776,92 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 530 | 0,00 | 62 | 1,64 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 5.962 | 0,00 | 679 | 0,15 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 366 | 0,00 | 42 | 0,00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 8.447 | -4,01 | 941 | -6,19 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 20.185 | 270,91 | 2.248 | 263,00 | ||||
| 2025-11-12 | 13F | Empirical Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 11.748 | 0,00 | 1.338 | 0,00 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 43 | -12,24 | 5 | -20,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 63.417 | 1.274,45 | 7.063 | 1.245,14 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 10.777 | 0,45 | 1.200 | -1,80 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 11.461 | 2,57 | 1.306 | 2,59 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 13.709 | 2,43 | 1.562 | 2,43 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 57.020 | 36,05 | 6.496 | 36,11 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 30 | 0,00 | 4 | 0,00 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 31.696 | 27,21 | 3.530 | 24,35 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 30.610 | 0,00 | 3.409 | -2,24 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 557 | -27,85 | 63 | -27,59 | ||||
| 2026-02-04 | 13F | Empire Life Investments Inc. | 29.800 | -29,55 | 3.395 | -29,54 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 27.338 | -96,29 | 3 | -96,39 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 13.442 | 1.531 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 32.198 | -14,83 | 3.668 | -16,87 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 348.430 | -6,20 | 39.693 | -6,17 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 282 | 31 | ||||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 9.040 | -15,75 | 1.007 | -17,68 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 38.670 | -26,52 | 4.307 | -28,17 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 26.569 | -6,77 | 3.027 | -6,75 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 81.438 | 0,49 | 9.277 | 0,53 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 22.777 | 29,79 | 2.537 | 26,86 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 39.130 | 2,47 | 4.458 | 2,51 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 1.826 | 1,22 | 208 | 2,48 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 23.662 | 5,48 | 2.635 | 3,13 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 4.352 | 107,83 | 485 | 103,36 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 37.274 | -13,14 | 4.246 | -13,12 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 980.611 | -1,15 | 111.711 | -1,11 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 10.112 | 10,97 | 1.152 | 10,99 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 72.595 | 11,98 | 8.270 | 12,03 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 12.520 | 0,00 | 1.394 | -2,24 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 42 | 0,00 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 5.802 | 0,00 | 661 | 0,00 | ||||
| 2026-02-06 | 13F | SGL Investment Advisors, Inc. | 10.946 | 16,84 | 1.274 | 17,53 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 25.970 | -1,36 | 2.959 | -2,83 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 42.809 | -3,54 | 4.877 | -3,52 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 291.374 | 3,60 | 32.450 | 0,17 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 327 | -52,54 | 36 | -53,85 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 34.686 | 80,16 | 3.863 | 76,11 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 14.855 | 1,54 | 1.692 | 1,56 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 56.363 | 0,09 | 6.421 | 0,12 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 19.857 | -1,20 | 2.211 | -3,41 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 84.284 | 9.387 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 80.408 | 1,43 | 8.955 | -0,83 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 248.127 | 5,18 | 28.267 | 5,22 | ||||
| 2026-02-17 | 13F | Synergy Financial Group, LTD | 2.473 | 0,00 | 282 | 0,00 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 11.014 | 4,86 | 1.255 | 4,85 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3.747 | 0,00 | 417 | -2,11 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 5.731 | -5,34 | 638 | -7,40 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 335.394 | 16.769.600,00 | 38.208 | |||||
| 2026-01-30 | 13F | Financial Life Advisors | 80.524 | -4,54 | 9.173 | -4,51 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 7.583 | 18,74 | 845 | 16,09 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 10.614 | 1.209 | ||||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 34 | 0,00 | 4 | 0,00 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 15.386 | 0,75 | 1.753 | 0,75 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 17.743 | -12,76 | 2.021 | -12,74 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 119.632 | 148,79 | 13.629 | 148,87 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 45 | 5 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 973 | 0,00 | 108 | -1,82 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 661 | -0,75 | 75 | 0,00 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 18.883 | -7,31 | 2.103 | -9,35 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 1.930 | 220 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 8.072 | -1,79 | 920 | -1,71 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 3.660 | 93,86 | 417 | 93,49 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 162.784 | 10,89 | 18.129 | 8,41 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 6.651 | -17,67 | 741 | -22,92 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 3.479 | 396 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 154.084 | -11,51 | 17.553 | -11,48 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 87 | 0,00 | 10 | 0,00 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 4.091 | -1,02 | 466 | -0,85 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 1.948 | 222 | ||||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 17.204 | 0,00 | 1.916 | -2,19 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 122.227 | 0,43 | 13.924 | 0,47 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 3.686 | -1,68 | 411 | -3,98 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 2.280 | 0,00 | 260 | 0,00 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 79 | 0,00 | 9 | -11,11 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.719 | 5,06 | 310 | 5,10 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 248.791 | 4,50 | 28.474 | 5,03 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 176.422 | 15,28 | 19.907 | 10,26 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 2.563 | 0,00 | 292 | 0,00 | ||||
| 2026-04-07 | 13F | Eastern Bank | 6.603 | -57,99 | 735 | -58,94 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 173 | 0,00 | 19 | 0,00 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 84 | 10 | ||||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 20 | 2 | ||||||
| 2026-02-13 | 13F | Wealth Alliance | 9.182 | -41,05 | 1.046 | -41,06 | ||||
| 2025-11-14 | 13F | Zacks Investment Management | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 51.709 | 7,44 | 5.891 | 6,26 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 44.882 | -2,60 | 5.113 | -2,57 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 27.273 | -8,64 | 3.107 | -8,62 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 38 | 4 | ||||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 5.208 | -1,16 | 627 | 2,79 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 437 | 0,00 | 50 | 0,00 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 1.060 | 0,00 | 118 | -1,67 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 168.636 | -1,02 | 19 | 0,00 | ||||
| 2026-02-10 | 13F | Charter Research & Investment Group, Inc. | 2.907 | 11,94 | 331 | 12,20 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 2.051 | -47,71 | 228 | -48,29 | ||||
| 2026-01-23 | 13F | Avion Wealth | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 22.723 | 18,96 | 2.531 | 16,32 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 189.470 | 21.685 | ||||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 450.701 | 41,32 | 51.344 | 41,37 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 900 | 0,00 | 102 | -3,77 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 9.853 | 61,02 | 1.097 | 57,39 | ||||
| 2026-04-23 | 13F | American National Bank | 2.118 | 0,00 | 236 | -2,49 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.609.776 | -11,07 | 297.306 | -11,04 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 4.723 | -9,42 | 538 | -9,27 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 2.505 | 0,00 | 285 | 0,00 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 149.563 | -22,13 | 17.038 | -22,10 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 11.333 | 6,92 | 1.291 | 6,96 | ||||
| 2026-02-17 | 13F | Harding Loevner Lp | 1.794 | -75,82 | 204 | -75,83 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 4.597 | 0,35 | 549 | 2,23 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 13.559 | -18,04 | 1.545 | -18,05 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 22.130 | -1,18 | 2.465 | -3,41 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 120 | 0,00 | 14 | 0,00 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 10.449 | 0,00 | 1 | 0,00 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 14.842 | -37,66 | 1.691 | -37,66 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 3.902 | 0,00 | 444 | 1,60 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 348.126 | 13,91 | 40 | 14,71 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 48.639 | 5.417 | ||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 187.130 | -3,32 | 20.841 | -5,49 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 155 | 0,00 | 18 | 0,00 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 49.074 | 6,23 | 5.590 | 6,27 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Smithfield Trust Co | 100 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 7.684 | 0,00 | 856 | -2,29 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Gts Securities Llc | 24.554 | 921,81 | 2.797 | 924,54 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 23.488 | -0,47 | 2.676 | -0,45 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3.431 | -1,46 | 382 | -3,54 | ||||
| 2026-02-10 | 13F | Eq Llc | 65.097 | -2,55 | 7.416 | -2,52 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 2.447 | 0,00 | 273 | -2,16 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 3.510 | 0,00 | 400 | 0,00 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 1.543 | 6,19 | 176 | 8,02 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Blue Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 2.894 | 0,00 | 330 | 0,00 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 6.232 | -45,76 | 710 | -45,80 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 10.398 | 0,35 | 1.185 | 0,34 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 4.800 | -11,13 | 547 | -11,22 | ||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 1.848 | 222 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 72.881 | 24,91 | 8.303 | 24,95 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 88.751 | 12,38 | 9.884 | 9,87 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 11.053 | 0,00 | 1.231 | -2,30 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 39.699 | -3,24 | 4.832 | -1,43 | ||||
| 2025-11-10 | 13F | First Heartland Consultants, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 3.034 | 338 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.743 | 306 | ||||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 3.238 | 1,92 | 369 | 1,94 | ||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 639 | 0,00 | 73 | 0,00 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 2.968 | -1,88 | 338 | -1,74 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 2.695 | 6,82 | 300 | 4,53 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 4.954 | -20,55 | 564 | -20,56 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 23.338 | 2.659 | ||||||
| 2026-04-24 | 13F | Bayban | 5.997 | 0,00 | 668 | -2,34 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 1.770 | 202 | ||||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 227 | 26 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 111.217 | 310,53 | 12.386 | 301,36 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 60.690 | 6.759 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 191 | 22 | ||||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 66.305 | 163,39 | 7.554 | 163,54 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 22.877 | -10,97 | 2.721 | -8,54 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 891 | 0,00 | 99 | -1,98 | ||||
| 2026-02-03 | 13F | Lmcg Investments, Llc | 6.463 | 1,81 | 736 | 1,94 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 50.343 | 41,90 | 5.607 | 38,73 | ||||
| 2025-11-13 | 13F | Resurgent Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 2.587 | -2,45 | 288 | -4,64 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 11.025 | 0,00 | 1.228 | -2,23 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 9.713 | 6,22 | 1.107 | 6,24 | ||||
| 2026-01-21 | 13F | Hrc Wealth Management, Llc | 6.364 | 3,68 | 725 | 3,72 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 52 | 0,00 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 39.778 | -1,11 | 4.532 | -1,07 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 66 | 1,54 | 0 | |||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 25.494 | 22,80 | 2.839 | 20,04 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 5.148 | 0,00 | 586 | 0,00 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 190 | -19,15 | 21 | -19,23 | ||||
| 2026-02-23 | 13F | Forthright Family Wealth Advisory LLC | 29.846 | -2,02 | 3.400 | -1,99 | ||||
| 2025-11-05 | 13F | Axim Planning & Wealth | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 13.829 | -3,46 | 1.575 | -3,43 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 74 | 0,00 | 8 | 0,00 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 15.151 | -17,36 | 1.687 | -19,20 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 3.439 | 6,34 | 383 | 4,08 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 39.704 | 3,12 | 4.422 | 0,80 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 5.000 | 53,80 | 570 | 53,78 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 10.203 | -5,02 | 1.136 | -7,11 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 49.537 | 48,22 | 5.333 | 40,08 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 17.780 | -1,09 | 1.980 | -3,27 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 1.807 | 0,00 | 206 | 0,00 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 91.524 | -20,06 | 10.426 | -20,03 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 434 | -68,91 | 49 | -68,99 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 2.657 | 303 | ||||||
| 2026-03-25 | 13F | Mission Financial Group, LLC | 2.970 | 338 | ||||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 2.506 | -16,77 | 286 | -16,67 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 35 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 769.913 | -15,80 | 87.707 | -15,73 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 132 | 112,90 | 0 | |||||
| 2026-04-07 | 13F | Cooper Financial Group | 3.783 | -25,38 | 421 | -27,04 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 5.783 | 33,56 | 1 | |||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 4.040 | -23,11 | 460 | -23,08 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 3.359 | -81,42 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 2.869 | 0,00 | 340 | 0,59 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 79 | 9 | ||||||
| 2026-04-02 | 13F | Hilltop National Bank | 3.875 | 0,00 | 432 | -2,27 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 6.224 | 0,00 | 709 | 0,14 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 12.748 | 1,20 | 1.420 | -1,11 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Veracity Capital LLC | 1.966 | 219 | ||||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 53.062 | -8,40 | 6.045 | -8,38 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.805 | -6,48 | 206 | -6,39 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 1.480 | 0,07 | 173 | 2,38 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 81.877 | 215,70 | 9.119 | 208,67 | ||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 176.025 | 2,40 | 20.053 | 2,44 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 88.433 | -39,64 | 10.074 | -39,62 | ||||
| 2026-02-17 | 13F | Principal Street Partners, LLC | 9.162 | 1,60 | 1.044 | 1,66 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 36.230 | -6,35 | 4.275 | -2,95 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 16.210 | 175,26 | 1.805 | 169,40 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 30.035 | 87,08 | 3.345 | 82,93 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 478.795 | 6,93 | 54.544 | 6,97 | ||||
| 2026-01-27 | 13F | Penobscot Investment Management Company, Inc. | 18.252 | 0,53 | 2.079 | 0,58 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 2.131 | -33,43 | 237 | -34,89 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 5.051 | 8,04 | 575 | 8,08 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 8.058 | -8,92 | 916 | -9,04 | ||||
| 2026-01-26 | 13F | American Wealth Advisors, LLC | 60 | 1,69 | 7 | 0,00 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 15.464 | -0,09 | 1.722 | -2,33 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Diversified Management Inc | 40.448 | 0,25 | 4.505 | -2,00 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 2.416 | 0,00 | 269 | -2,18 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 23.785 | -67,78 | 2.710 | -67,78 | ||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 2.921 | 4,66 | 333 | 4,73 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 128 | 14 | ||||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 7.684 | -43,32 | 875 | -43,29 | ||||
| 2025-11-12 | 13F | JT Stratford LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 3.688 | 411 | ||||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 10 | 1 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 725 | 0,00 | 82 | -3,53 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 18.911 | 15,38 | 2.106 | 12,80 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 7.010 | 1,02 | 781 | -1,27 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 134.829 | 257,42 | 15.016 | 249,43 | ||||
| 2026-04-23 | 13F | Chelsea Counsel Co | 13 | 0,00 | 1 | 0,00 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 8.389 | -4,42 | 956 | -4,40 | ||||
| 2025-11-14 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 18 | 2 | ||||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 592.013 | -2,43 | 67.442 | -2,40 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 215.672 | 8,32 | 24.019 | 5,89 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 19.002 | 5,82 | 2.165 | 5,92 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 2.716 | -4,77 | 302 | -6,79 | ||||
| 2026-01-28 | 13F | SilverOak Wealth Management LLC | 6.078 | 231,41 | 692 | 232,69 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 20.618 | 84,67 | 2.349 | 78,83 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 6.053 | 690 | ||||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 3.829 | -13,78 | 426 | -15,64 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 14.143 | 0,13 | 1.611 | 0,19 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 5.377 | 599 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1.336 | 149 | ||||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 29.690 | 18,45 | 3.382 | 18,50 | ||||
| 2025-11-03 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 4.048 | 44,37 | 461 | 44,51 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 2.798 | 312 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 334.916 | 28,48 | 36.254 | 22,13 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 21.025 | -2,94 | 2.395 | -2,88 | ||||
| 2026-01-26 | 13F | Luts & Greenleigh Group, Inc | 8.992 | 1,31 | 1.024 | 1,39 | ||||
| 2025-11-14 | 13F | Moors & Cabot, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 64.584 | 24,82 | 7.357 | 24,86 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 87.760 | 653,05 | 9.774 | 636,47 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 4.677 | 521 | ||||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 7.256 | -18,65 | 808 | -20,47 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 15.059 | 0,00 | 1.716 | 0,06 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 2.230.640 | -20,63 | 254.115 | -20,61 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 9.621 | 0,89 | 1.071 | -1,38 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 289.664 | 10.060,08 | 32.999 | 10.084,57 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 185.598 | -4,61 | 21.143 | -4,58 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 539.068 | 117,63 | 61.411 | 117,70 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 519.721 | 0,89 | 59.207 | 0,93 | ||||
| 2026-02-09 | 13F | Unified Investment Management | 3.868 | 0,00 | 441 | 0,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 9 | 0,00 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 6.040 | 9,52 | 673 | 7,01 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 51.065 | -14,04 | 5.687 | -15,96 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 10.712 | 20,92 | 1.193 | 18,24 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 2.162 | -4,04 | 246 | -3,91 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 487 | 0,00 | 55 | 0,00 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 17.947 | 0,00 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 24.773 | 18.115,44 | 2.759 | 18.286,67 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 224.963 | 8,17 | 25.628 | 8,20 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 390.383 | -13,90 | 44.472 | -13,87 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 2.671 | 0,00 | 304 | 0,00 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 4.052 | 1,33 | 462 | 1,32 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 33.287 | 475,10 | 3.792 | 475,42 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 23 | 3 | ||||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 639 | 0,00 | 73 | 0,00 | ||||
| 2025-11-03 | 13F | Impact Partnership Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Commerce Bank | 65.211 | 0,64 | 7.429 | 0,66 | ||||
| 2026-01-30 | 13F | Rogco, Lp | 188 | 0,00 | 21 | 0,00 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 1.822 | 1,22 | 208 | 1,47 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 13.950 | -69,14 | 1.589 | -69,13 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 902 | 0,00 | 100 | -1,96 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 43.407 | -1,73 | 4.834 | -3,93 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 4.462 | -19,82 | 497 | -21,64 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 485.342 | 3,58 | 55.290 | 3,61 | ||||
| 2026-02-13 | 13F | Abound Financial, Llc | 40.623 | 4.628 | ||||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 2.572 | -4,46 | 293 | -4,25 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | KM Capital Management Ltd. | 14.591 | -12,31 | 1.662 | -12,25 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 11.478 | 1.278 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 2.125 | 0,00 | 237 | -2,48 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 24.873 | 20,00 | 2.834 | 20,04 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 47.372 | 71,01 | 5.276 | 67,19 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 3.570 | 0,00 | 398 | -2,22 | ||||
| 2026-02-12 | 13F | DRW Securities, LLC | 5.116 | 0,00 | 583 | -1,85 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 83.658 | 30,75 | 9.530 | 30,80 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 11.687 | 84,11 | 1.302 | 79,94 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 7.963 | 8,22 | 907 | 8,36 | ||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 35.126 | 0,32 | 4.002 | 0,35 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 428.119 | -15,52 | 48.771 | -15,49 | ||||
| 2025-10-30 | 13F | Tranquility Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 2.046 | 228 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 14.027 | -2,78 | 1.598 | -2,80 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.100 | -29,53 | 123 | -31,07 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 4.211 | 1,23 | 469 | -1,06 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 16.370 | 0,07 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 3.663 | 0,00 | 417 | 0,00 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 10.200 | 1.136 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 70.703 | 917,75 | 7.874 | 895,45 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 2.051 | 0,00 | 228 | -6,17 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 48.079 | -23,06 | 5.477 | -23,03 | ||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 162 | 0,00 | 18 | 0,00 | ||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 2.060 | 10,04 | 235 | 9,86 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 2.375 | -16,61 | 265 | -18,52 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 306 | -5,85 | 0 | |||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 7.765 | -16,26 | 865 | -18,18 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 5.861 | 36,08 | 668 | 36,12 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 3.331 | 0,00 | 379 | 0,00 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 94.310 | 13,40 | 10.503 | 10,86 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 27.928 | 0,31 | 3.182 | 0,35 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 909 | -47,55 | 104 | -47,72 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 716 | 0,00 | 82 | 0,00 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 2.186 | -66,91 | 243 | -67,69 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 1.852 | 0,00 | 211 | 0,00 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 360.727 | 247,00 | 41.094 | 252,95 | ||||
| 2026-02-17 | 13F | One Wealth Capital Management, Llc | 10.072 | -19,66 | 1.147 | -19,62 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 4.174 | 0,00 | 465 | -2,32 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 159.096 | 937,33 | 17.719 | 914,20 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 31.949 | 13,01 | 3.558 | 10,50 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 11.098 | 12,37 | 1.264 | 12,46 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 5.945 | -76,47 | 677 | -76,46 | ||||
| 2026-01-14 | 13F | Braun-Bostich & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 55.211 | -0,05 | 6.287 | 1,63 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 6.003 | 0,00 | 684 | 0,00 | ||||
| 2026-02-17 | 13F | Hyundai Investments Co., Ltd. | 4.037 | 462 | ||||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 84 | 0,00 | 10 | 0,00 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 321 | 0,00 | 36 | -2,78 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 3.904 | -7,09 | 435 | -9,21 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 4.470 | 0,00 | 530 | 3,93 | ||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 1.902 | -82,68 | 217 | -81,78 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 62.234 | 308,39 | 6.931 | 299,25 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 302 | 0,00 | 34 | -2,94 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 2.050 | 233 | ||||||
| 2026-04-22 | 13F | Integrated Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Haverford Trust Co | 2.667 | 7,15 | 304 | 7,07 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 3.079 | -17,21 | 351 | -17,26 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 5.406 | -56,97 | 616 | -56,29 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 234 | 0,00 | 26 | 0,00 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 7.160 | 0,00 | 797 | -2,21 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 15 | -31,82 | 2 | -50,00 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 22.514 | -14,41 | 2.565 | -14,39 | ||||
| 2025-11-12 | 13F | Potomac Fund Management Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 3.355 | 0,00 | 374 | -2,36 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 12.935 | 1.539 | ||||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 8.529 | 176,92 | 950 | 171,14 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 88.997 | -16,93 | 10.139 | -16,90 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 34.888 | 0,26 | 3.974 | 0,30 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 101 | 38,36 | 11 | 37,50 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 2.144 | 2,39 | 244 | 2,52 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 3.575 | 8,40 | 398 | 6,13 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 113 | -40,53 | 13 | -42,86 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 19 | 2 | ||||||
| 2026-01-27 | 13F | Bonfire Financial | 2.468 | 0,00 | 281 | 0,00 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 114.480 | -0,03 | 13.042 | 0,01 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 2.447 | 1,03 | 273 | -1,09 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 13.901 | 25,57 | 2 | 0,00 | ||||
| 2026-02-04 | 13F | Nwam Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 2.580 | 0,70 | 294 | 0,69 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 134.703 | -40,37 | 15.345 | -40,35 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 426 | 0,00 | 49 | -2,04 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 972 | 0,00 | 111 | 0,00 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 5 | 0 | ||||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 24.325 | -0,57 | 2.709 | -2,80 | ||||
| 2025-11-12 | 13F | Perennial Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Navellier & Associates Inc | 26.633 | 0,00 | 3.034 | 0,07 | ||||
| 2025-11-10 | 13F | Wrapmanager Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 38.861 | 36,39 | 4.328 | 33,34 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 552.175 | 45,33 | 62.904 | 45,38 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 173.279 | -7,20 | 19.740 | -7,17 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 56.216 | 1,43 | 6.261 | -0,86 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 2.458 | -9,80 | 274 | -11,94 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 158 | 18 | ||||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 9.807 | -11,09 | 1.117 | -11,07 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 33 | 0,00 | 4 | 0,00 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 163.118 | 0,77 | 18.582 | 0,81 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 246 | 0,00 | 28 | 0,00 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 23.328 | 1,66 | 2.658 | 1,68 | ||||
| 2025-11-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Miller Investment Management, LP | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 8.381 | -13,39 | 955 | -13,43 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 967 | 110 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 12.491 | -24,21 | 1.391 | -25,89 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 894 | 25,74 | 100 | 23,75 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 4.031 | 449 | ||||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 8.373 | 0,08 | 954 | 0,11 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 2.780 | -9,03 | 310 | -11,21 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 9.754 | -0,94 | 1.086 | -3,12 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 2.473 | 0,00 | 275 | -2,14 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 183 | 20 | ||||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 2.331 | 0,00 | 260 | -5,82 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 89.980 | 12,61 | 10.021 | 10,10 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 77 | 0,00 | 9 | 0,00 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 119.250 | -20,33 | 14 | -23,53 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 2.375 | 0,00 | 265 | -2,22 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 114.116 | 13,78 | 12.709 | 11,24 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 19.390 | 13,70 | 2.209 | 13,70 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 181.912 | -11,91 | 20.723 | -10,40 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 43 | 0,00 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 9.010 | -0,36 | 1.026 | -0,29 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 38.902 | -1,49 | 4.333 | -3,69 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 23.904 | 6,59 | 2.662 | 4,23 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7.227 | -5,27 | 805 | -7,36 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 123.403 | -0,69 | 14.058 | -0,65 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 3.671 | -6,95 | 409 | -9,13 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 1.899 | 0,00 | 212 | -2,31 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 480 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Hobbs Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 51 | -19,05 | 6 | -28,57 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 88.751 | 12,38 | 9.884 | 9,87 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 9.874 | -23,21 | 1.186 | -20,51 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 123.571 | -0,13 | 14.077 | -0,09 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Rockland Trust Co | 6.641 | -0,32 | 740 | -2,51 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 88.862 | -3,84 | 10.123 | -3,81 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 9.036 | -56,32 | 1.077 | -55,01 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 12.054 | -24,88 | 1.373 | -24,85 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 13.525 | -6,62 | 1.541 | -6,61 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 275 | 0,00 | 31 | 0,00 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 19.114 | 0,45 | 2.177 | 0,51 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 58.082 | 94,70 | 6.469 | 90,35 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 4.442 | 0,11 | 506 | 0,20 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 8.939 | 20,16 | 996 | 17,47 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 111.822 | 4,56 | 12.747 | 4,64 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 110.422 | 12.298 | ||||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 1.848 | -2,69 | 206 | -5,09 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 2.560 | 30,75 | 285 | 27,80 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 3.656 | 407 | ||||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 13 | 0,00 | 1 | 0,00 | ||||
| 2026-01-26 | 13F | Riverview Trust Co | 248 | 0,00 | 28 | 0,00 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 3.501 | -34,28 | 390 | -35,81 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 3.202 | 387 | ||||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 13.919 | 1.550 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 6.676 | 743 | ||||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 1.831 | 0,00 | 204 | -2,40 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 262.188 | -60,91 | 7.285 | -86,46 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 2.355 | 0,00 | 262 | -2,24 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 2.377 | 0,34 | 271 | -0,74 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 4.715 | -21,32 | 537 | -21,26 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 3.875.232 | 2,08 | 441.466 | 3,30 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 145.434 | 61,00 | 16.197 | 57,40 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 250 | -21,88 | 28 | -22,22 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 18.288 | 165,66 | 2.037 | 159,69 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Pointe Capital Management LLC | 5.269 | 12,11 | 600 | 12,15 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 510 | 58 | ||||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 1.744 | 207 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 437.864 | -3,34 | 49.881 | -3,31 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 11.272 | -44,75 | 1.284 | -44,73 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 2.777 | -0,36 | 309 | -2,52 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.551 | -27,89 | 177 | -26,36 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 2.534 | 289 | ||||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 19.256 | -26,68 | 2.194 | -26,66 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 438.424 | 6,60 | 49.945 | 6,63 | ||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Tanaka Capital Management Inc | 81 | 0,00 | 0 | |||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 8.792 | -9,50 | 1.002 | -9,49 | ||||
| 2026-02-12 | 13F | Betterment LLC | 5.353 | 7,49 | 1 | |||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 519 | 0,00 | 59 | 0,00 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 2.720 | -4,56 | 327 | -2,40 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 7.678 | 0,10 | 871 | -0,34 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 193 | 0,00 | 21 | 0,00 | ||||
| 2026-02-05 | 13F | Macroview Investment Management Llc | 7.011 | 0,67 | 799 | 0,63 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 13.413 | -5,38 | 1.494 | -7,50 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 3.553 | -0,64 | 396 | -2,95 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 26.603 | 6.159,53 | 3.031 | 6.212,50 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2.323 | -18,66 | 259 | -20,62 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 668.195 | -2,33 | 76.121 | -2,30 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 178 | -13,59 | 20 | -17,39 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 10.056 | 1,49 | 1.146 | 1,51 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 4.446 | -27,45 | 506 | -27,40 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 28.786 | -1,09 | 3.279 | -1,06 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 374 | 3,89 | 43 | 5,00 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 11.704 | -5,41 | 1.303 | -7,52 | ||||
| 2026-01-27 | 13F | Foundation Wealth Management, LLC | 23.116 | -4,40 | 2.636 | -4,29 | ||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 5.916 | 674 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 49.421 | -0,68 | 5.504 | -2,89 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 4.302 | 25,31 | 490 | 25,64 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 26.879 | 4,19 | 3.062 | 4,26 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 158.138 | 10,28 | 17.612 | 7,81 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 100 | 0,00 | 11 | 22,22 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 763.679 | 301,93 | 85.051 | 292,93 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 205.602 | 1,36 | 23.422 | 1,40 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 77.526 | 235,73 | 8.634 | 228,29 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 7.380 | 7,39 | 841 | 7,42 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 3.662 | 12,02 | 417 | 12,10 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 1.531 | 0,00 | 174 | 0,00 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 43.296 | 4.932 | ||||||
| 2026-03-05 | 13F | Cedarwood Wealth LLC | 2.225 | 267 | ||||||
| 2026-01-06 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 77 | 0,00 | 9 | 0,00 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 7.147 | -33,57 | 796 | -35,02 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 5.295 | 0,00 | 590 | -2,32 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 42.004 | -2,07 | 4.785 | -2,03 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 3.582 | 0,00 | 399 | -2,45 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 23.400 | 185,37 | 2.666 | 185,64 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 27.097 | 3.087 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 17.326 | -67,95 | 1.930 | -68,68 | ||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 10.184 | 16,90 | 1.134 | 14,31 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 2.023 | -4,89 | 230 | -4,96 |

