Grundlæggende statistik
| Institutionelle ejere | 734 total, 734 long only, 0 short only, 0 long/short - change of 7,29% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6496 % - change of -11,41% MRQ |
| Institutionelle aktier (lange) | 90.789.969 (ex 13D/G) - change of 4,61MM shares 5,35% MRQ |
| Institutionel værdi (lang) | $ 7.960.182 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares ESG Aware MSCI EAFE ETF (US:ESGD) har 734 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 90,789,969 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Jpmorgan Chase & Co, Empower Advisory Group, LLC, Northern Trust Corp, Morgan Stanley, Tiaa Trust, National Association, Betterment LLC, Fmr Llc, Wells Fargo & Company/mn, and Acorns Advisers, LLC .
iShares Trust - iShares ESG Aware MSCI EAFE ETF (NasdaqGM:ESGD) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 5, 2026 is 98,06 / share. Previously, on March 6, 2025, the share price was 83,40 / share. This represents an increase of 17,58% 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.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 10 | 0,00 | 1 | |||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 150 | -95,24 | 14 | -95,21 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 67.013 | -7,81 | 6.374 | -4,85 | ||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 399.378 | 3,96 | 37.977 | 6,31 | ||||
| 2026-01-14 | 13F | Eastern Bank | 282.084 | -0,23 | 26.823 | 2,04 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 206.533 | 2,03 | 19.639 | 4,35 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 3.044 | 0,00 | 289 | 2,12 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 38.564 | 0,61 | 3.667 | 2,89 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 316.154 | -0,42 | 30.063 | 1,84 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 825.971 | 11,32 | 78.542 | 13,84 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 260 | -3,70 | 25 | -4,00 | ||||
| 2026-02-11 | 13F | Hoxton Planning & Management, LLC | 2.122 | 202 | ||||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 7.996 | -12,45 | 760 | -10,48 | ||||
| 2026-02-10 | 13F | Spinnaker Trust | 1.052.778 | 0,31 | 100.109 | 2,59 | ||||
| 2025-10-14 | 13F | Dohj, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Aureum Wealth Management, LLC | 16.729 | 1.591 | ||||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 3.339 | 1,89 | 318 | 4,28 | ||||
| 2026-01-13 | 13F | Argentarii, LLC | 12.398 | 1.179 | ||||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 280.180 | 4,05 | 26.642 | 6,41 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 58 | 1,75 | 5 | 0,00 | ||||
| 2026-01-12 | 13F | Howard Financial Services, Ltd. | 2.226 | 1,00 | 212 | 3,43 | ||||
| 2026-02-03 | 13F | Bokf, Na | 160 | 0,00 | 15 | 7,14 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 18.848 | 4,05 | 1.792 | 6,41 | ||||
| 2026-01-29 | 13F | Comerica Bank | 8.034 | -15,19 | 764 | -13,30 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1.037 | -2,17 | 99 | -1,01 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 16.071 | 1.528 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 16.305 | 58,50 | 1.550 | 62,13 | ||||
| 2026-02-13 | 13F | Acorns Advisers, LLC | 1.592.959 | 2,55 | 151 | 4,86 | ||||
| 2025-09-24 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2060 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28.069 | 87,80 | 2.450 | 93,60 | ||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 208 | 20 | ||||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 237 | 0,00 | 23 | 0,00 | ||||
| 2026-01-26 | 13F | Abundance Wealth Counselors | 2.630 | 250 | ||||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 56.426 | -0,44 | 5.366 | 1,82 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 7.112 | 2,32 | 676 | 4,64 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 131.301 | -13,43 | 12.485 | -11,47 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 229.552 | 0,00 | 21.828 | 2,27 | ||||
| 2026-02-17 | 13F | EFG International AG | 6.333 | 602 | ||||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 3.656 | -2,48 | 348 | -0,29 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 3.656 | -10,35 | 0 | |||||
| 2026-02-02 | 13F | GenTrust, LLC | 20.532 | 1,33 | 1.952 | 3,66 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 2.164 | -15,37 | 206 | -13,50 | ||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 19.985 | 6,90 | 1.900 | 9,32 | ||||
| 2026-01-07 | 13F | VERITY Wealth Advisors | 7.335 | 0,00 | 697 | 2,20 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 8.744 | 0,25 | 831 | 2,59 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 2.760 | 2,37 | 262 | 3,97 | ||||
| 2025-09-26 | NP | EAOK - iShares ESG Aware Conservative Allocation ETF | 6.699 | 2,29 | 585 | 5,42 | ||||
| 2026-01-23 | 13F | Vested Financial Planning, LLC | 2.731 | 0,00 | 260 | 2,37 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 1.452 | 15,15 | 138 | 17,95 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 59.285 | -8,03 | 5.637 | -5,94 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | WealthCollab, LLC | 15.817 | 0,00 | 1.504 | 2,31 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 5.431 | 516 | ||||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 2.330 | 0,00 | 222 | 2,31 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 12.192 | 0,28 | 1.159 | 2,57 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 673 | 0,00 | 63 | 0,00 | ||||
| 2026-02-12 | 13F | Keystone Financial Services | 2.982 | 284 | ||||||
| 2026-01-22 | 13F | Hill Island Financial Llc | 10.756 | 2,81 | 1.023 | 5,14 | ||||
| 2025-09-24 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional | 5.226 | 21,79 | 456 | 25,62 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 774 | -25,36 | 74 | -23,96 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 9.589 | -23,15 | 912 | -21,47 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 5.292 | -0,58 | 503 | 1,82 | ||||
| 2026-01-28 | 13F | Bigelow Investment Advisors, LLC | 5.162 | 0,00 | 491 | 2,30 | ||||
| 2026-02-02 | 13F | Essex Savings Bank | 2.458 | 234 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.442.269 | -7,88 | 137.145 | -5,79 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 6.723 | -1,22 | 639 | 1,11 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 2.750 | 0,00 | 261 | 2,35 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 1.322.352 | -0,67 | 125.742 | 1,58 | ||||
| 2026-01-15 | 13F | Founders Capital Management | 73 | 0,00 | 7 | 0,00 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 9.757 | 16,14 | 928 | 18,69 | ||||
| 2026-01-15 | 13F | Xena Financial Planning, LLC | 61.297 | 5.829 | ||||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 55 | 0,00 | 5 | 0,00 | ||||
| 2025-09-24 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13.215 | 84,62 | 1.153 | 90,26 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 428 | 41 | ||||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 36.397 | 6,70 | 3.461 | 9,11 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 26.822 | -6,94 | 2.551 | -4,82 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 27.135 | 0,06 | 2.523 | 4,30 | ||||
| 2025-09-26 | NP | EAOA - iShares ESG Aware Aggressive Allocation ETF | 59.839 | -0,07 | 5.223 | 3,00 | ||||
| 2025-09-24 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17.160 | 121,11 | 1.498 | 127,85 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 33.460 | -0,14 | 3.182 | 2,12 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 126.386 | -1,80 | 12.018 | 0,43 | ||||
| 2026-01-16 | 13F | BayBridge Capital Group, LLC | 2.359 | -0,21 | 224 | 2,28 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 71 | 7 | ||||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 8.609 | 0,00 | 819 | 2,25 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 231.433 | 13,89 | 22 | 22,22 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 499 | -9,76 | 47 | -7,84 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 2.196 | 0,64 | 209 | 2,97 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 223.262 | 7,12 | 21 | 10,53 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 116.772 | 1,20 | 11.104 | 3,50 | ||||
| 2026-02-12 | 13F | Gould Capital, LLC | 1.857 | 5,69 | 177 | 7,98 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 5.172 | 7,95 | 492 | 10,34 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 63.379 | 6.027 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 380.255 | 0,36 | 36.158 | 2,64 | ||||
| 2026-02-02 | 13F | SNS Financial Group, LLC | 5.296 | 10,82 | 504 | 13,29 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 5.400 | 0,02 | 513 | 2,40 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 3 | 200,00 | 0 | |||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 7.394 | 11,66 | 703 | 14,31 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 39.154 | 1,86 | 3.723 | 4,17 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 15.869 | -4,50 | 1.509 | -2,39 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 60.671 | 41,06 | 5.769 | 44,26 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 31.003 | 4,24 | 2.948 | 6,62 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 843 | 0,00 | 80 | 2,56 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 6.028 | -7,45 | 573 | -5,29 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3.821 | 26,15 | 363 | 29,18 | ||||
| 2026-01-29 | 13F | Courier Capital Llc | 9.571 | -1,64 | 910 | 0,66 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 149 | 0 | ||||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 2.408 | 4,47 | 229 | 6,54 | ||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 5.200 | 0,00 | 494 | 2,28 | ||||
| 2026-01-23 | 13F/A | HF Advisory Group, LLC | 12.767 | 2,14 | 1.214 | 4,39 | ||||
| 2025-09-24 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41.648 | 111,67 | 3.635 | 118,19 | ||||
| 2026-02-03 | 13F | Liberty Atlantic Advisors LLC | 2.241 | 213 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 8.765 | -65,09 | 833 | -64,31 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1.880 | 0,00 | 179 | 16,34 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 878 | 34,46 | 83 | 38,33 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | WealthSpring Partners, LLC | 2.528 | 240 | ||||||
| 2026-01-28 | 13F | Davis Capital Management | 9 | 1 | ||||||
| 2026-02-17 | 13F | Common Fund For Nonprofit Organizations | 2.627 | 250 | ||||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 6.044 | 0,17 | 575 | 1,41 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 3.661 | 1,81 | 348 | 4,19 | ||||
| 2026-01-28 | 13F | Team Hewins, LLC | 2.111 | 201 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 15.236 | -34,11 | 1.449 | -32,62 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 34.636 | -0,92 | 3.294 | 1,32 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 82.659 | 5,50 | 7.860 | 7,89 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 24.879 | 9,71 | 2.366 | 12,19 | ||||
| 2026-01-26 | 13F | Level Financial Advisors, Inc. | 7.843 | 0,00 | 746 | 2,19 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 1.308 | 12,96 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 684 | 0,15 | 65 | 3,17 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 9.236 | -1,41 | 878 | 0,80 | ||||
| 2026-01-29 | 13F | Veracity Capital LLC | 4.266 | 2,97 | 406 | 5,19 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.760 | -10,02 | 167 | -7,73 | ||||
| 2025-11-13 | 13F | Prudential Financial Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Sweeney & Michel, Llc | 2.032 | 211 | ||||||
| 2026-01-15 | 13F | Fulcrum Capital LLC | 5.337 | -2,38 | 507 | -0,20 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 3.178 | -5,75 | 302 | -3,51 | ||||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 29.797 | -5,22 | 2.833 | -3,08 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 7.359 | 0,00 | 700 | 2,19 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 7.490 | 12,97 | 712 | 15,58 | ||||
| 2026-02-06 | 13F | Motco | 2.091 | 0,00 | 199 | 2,06 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 11.272 | -11,24 | 1.072 | -9,24 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 38.311 | 3.643 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 17.608 | 20,59 | 1.674 | 23,36 | ||||
| 2026-01-30 | 13F | Mogy Joel R Investment Counsel Inc | 6.230 | 0,00 | 592 | 2,25 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 70.302 | 6,51 | 6.685 | 8,93 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 85 | 8 | ||||||
| 2026-02-11 | 13F | Aufman Associates Inc | 6.911 | 1,60 | 657 | 3,96 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.369.980 | 2,39 | 129.627 | 4,20 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 14.772 | 97,49 | 1.405 | 102,01 | ||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 2.089 | -20,21 | 215 | -13,71 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 2.306 | 224 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.845 | 49,15 | 176 | 54,39 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Vicus Capital | 16.923 | -18,21 | 1.609 | -16,33 | ||||
| 2026-01-21 | 13F | Capital Management Associates, Inc | 4.205 | 31,20 | 400 | 33,89 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 147 | 0,00 | 14 | 0,00 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 65.551 | -1,19 | 6.233 | 1,05 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 57.073 | -0,65 | 5.427 | 1,61 | ||||
| 2026-01-12 | 13F | Shira Ridge Wealth Management | 136.577 | 4,79 | 12.987 | 7,17 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 2 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Vanguard Group Inc | 5.172 | 8,22 | 492 | 10,59 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 1.893 | 0,00 | 180 | 2,27 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 78.033 | 0,82 | 7.817 | 8,62 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 9.118 | -5,09 | 867 | -2,91 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.222.618 | 1,33 | 116.259 | 3,63 | ||||
| 2026-01-22 | 13F | Nautilus Advisors LLC | 4.000 | 0,00 | 380 | 2,43 | ||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 25.516 | 0,06 | 2.426 | 2,36 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 45.549 | 4.331 | ||||||
| 2026-01-27 | 13F | Round Rock Advisors, LLC | 2.917 | 0,00 | 277 | 2,21 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 273.481 | -0,31 | 26.005 | 1,96 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.201.583 | 3,53 | 114.258 | 5,88 | ||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 3.566 | -4,32 | 339 | -2,02 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 2.767 | -3,32 | 263 | -1,13 | ||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 2.600 | -0,99 | 247 | 1,23 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 52 | 0,00 | 5 | 0,00 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 20.312 | 2,32 | 1.931 | 4,66 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 850 | -2,52 | 81 | -1,23 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 2.210 | 0,00 | 210 | 2,44 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 7.875 | 16,27 | 749 | 18,92 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 11.767 | -1,23 | 1.119 | 0,99 | ||||
| 2026-01-30 | 13F | United Community Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-17 | 13F | First Foundation Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.763.187 | 4,67 | 167.662 | 7,05 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 29.782 | -0,87 | 2.832 | 1,36 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 63 | 6 | ||||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 3.995 | 0,00 | 0 | |||||
| 2025-10-31 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 323 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 40 | 0,00 | 4 | 0,00 | ||||
| 2026-01-05 | 13F | First Hawaiian Bank | 25.754 | 0,00 | 2.449 | 2,26 | ||||
| 2026-01-21 | 13F | Integris Wealth Management, LLC | 42.207 | -0,82 | 4.013 | 1,44 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 2.941 | 137,94 | 280 | 144,74 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 35.973 | -1,17 | 3.421 | 1,06 | ||||
| 2026-02-11 | 13F | Metis Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 216 | 0,00 | 21 | 0,00 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 10.384 | -65,96 | 987 | -65,20 | ||||
| 2026-01-15 | 13F | Trust Co | 996 | 0,00 | 95 | 2,17 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 11.338 | -7,20 | 1.078 | -5,11 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 2.404 | -0,62 | 229 | 1,79 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 248 | 24 | ||||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 3.146 | 0,00 | 299 | 2,40 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 11.720 | 34,07 | 1.114 | 37,19 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 4.982 | 474 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 27 | 58,82 | 3 | 100,00 | ||||
| 2026-01-27 | 13F | Sharper & Granite LLC | 7.474 | 0,54 | 711 | 2,75 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 14.708 | 1,75 | 1 | 0,00 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | APS Management Group, Inc. | 2.903 | 1,19 | 276 | 3,76 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 4.873 | 4,53 | 463 | 6,93 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 298 | 2,05 | 0 | |||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 3.676 | 0,00 | 350 | 2,35 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 808.836 | 5,64 | 76.912 | 108.226,76 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Libra Wealth Llc | 6.149 | 0,00 | 585 | 2,28 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 4.003.911 | -2,14 | 382.017 | 0,68 | ||||
| 2026-01-15 | 13F | Westend Capital Management LLC | 1.075 | 0,00 | 102 | 3,03 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 670 | 64 | ||||||
| 2026-02-12 | 13F | Umpqua Bank | 2.469 | 0,00 | 235 | 1,74 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 70.222 | 6.677 | ||||||
| 2025-11-12 | 13F | Ascent Capital Management, LLC | 2.627 | 0,81 | 244 | 5,17 | ||||
| 2026-01-21 | 13F | Truefg, Llc | 4.630 | 1,00 | 440 | 3,29 | ||||
| 2026-01-27 | 13F | Cfm Wealth Partners Llc | 23.527 | -2,18 | 2.237 | 0,04 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 501 | -9,40 | 48 | -7,84 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 239 | 2,14 | 23 | 4,76 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 6.027 | 6,26 | 573 | 8,73 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 2.496 | 237 | ||||||
| 2026-01-23 | 13F | Stanich Group LLC | 211.591 | 5,41 | 20.121 | 7,80 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 14.197 | 8,66 | 1.350 | 11,12 | ||||
| 2025-10-22 | 13F | Verus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | APCM Wealth Management for Individuals | 27.225 | 12,53 | 2.589 | 15,07 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 12.125 | 54,56 | 1.153 | 58,02 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 6.477 | -5,14 | 616 | -3,00 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 128.700 | 17,97 | 12.238 | 20,64 | ||||
| 2026-02-10 | 13F | Hilltop Partners LLC | 3.735 | 0,51 | 355 | 2,90 | ||||
| 2025-10-17 | 13F | Petros Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 4.597 | 0,00 | 437 | 2,34 | ||||
| 2026-01-14 | 13F | Acropolis Investment Management, LLC | 17.693 | 4,86 | 1.682 | 11,76 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 643 | 26,57 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 27.997 | 20,57 | 2.662 | 23,30 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 97.644 | 24,62 | 9.290 | 27,52 | ||||
| 2026-01-26 | 13F | Nottingham Advisors, Inc. | 42.148 | -13,61 | 4.008 | -11,66 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 4.790 | 67,02 | 455 | 71,05 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 92.276 | 29,89 | 8.775 | 32,84 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 3.410 | 0,00 | 324 | 2,21 | ||||
| 2026-01-20 | 13F | eCIO, Inc. | 28.827 | 0,59 | 2.741 | 2,89 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 2.855 | 271 | ||||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 5.333 | 6,98 | 507 | 9,50 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 10.733.029 | 0,27 | 1.020.604 | 2,55 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 9.793 | 0,00 | 931 | 2,31 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 19.913 | -35,32 | 1.894 | -35,10 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 3.525 | 0,03 | 335 | 2,45 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 405 | 2,02 | 38 | 5,56 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 2.132 | 203 | ||||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 31.167 | -6,04 | 3 | -33,33 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 164 | 0,00 | 16 | 0,00 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 52.182 | -4,61 | 4.962 | -2,46 | ||||
| 2026-01-27 | 13F | BigSur Wealth Management LLC | 23.000 | 0,00 | 2.187 | 2,29 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 13.541 | -0,97 | 1.288 | 1,26 | ||||
| 2026-01-14 | 13F | Emergent Wealth Advisors, LLC | 2.278 | 0,26 | 217 | 2,37 | ||||
| 2026-01-15 | 13F | ERn Financial, LLC | 10.142 | -1,23 | 964 | 1,05 | ||||
| 2026-01-07 | 13F | Capital Advantage, Inc. | 6.468 | 7,73 | 615 | 10,22 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 937 | 4,34 | 89 | 5,95 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 2.520 | 0,84 | 240 | 3,02 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 40 | 4 | ||||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 364.023 | -2,83 | 34.615 | -0,63 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 4.103 | -39,61 | 390 | -38,87 | ||||
| 2026-01-08 | 13F | Moller Financial Services | 5.730 | 0,00 | 545 | 2,26 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 14.817 | -1,22 | 1.409 | 1,00 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 26.884 | 4,31 | 2.556 | 6,68 | ||||
| 2026-02-17 | 13F | Creative Planning | 559.928 | 1,02 | 53.244 | 3,31 | ||||
| 2025-10-24 | 13F | rebel Financial LLC | 0 | -100,00 | 2.610 | 2,23 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 4.864 | -0,23 | 462 | 1,99 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 2.334 | 222 | ||||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 2.229 | 212 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 4.070 | 0,25 | 387 | 2,65 | ||||
| 2026-03-03 | 13F | Strategic Advisory Partners, Llc | 3.965 | 377 | ||||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 8.513 | -1,41 | 810 | 0,87 | ||||
| 2026-02-02 | 13F | CX Institutional | 158 | 1,94 | 0 | |||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 14.235 | 0,84 | 1.354 | 3,13 | ||||
| 2026-01-09 | 13F | Pacifica Partners Inc. | 750 | 0,00 | 72 | 2,86 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 31.940 | -8,63 | 3.037 | -6,55 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 3.739 | 0,00 | 356 | 2,31 | ||||
| 2026-01-07 | 13F | Orgel Wealth Management, LLC | 57.918 | -0,09 | 5.507 | 2,19 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.676 | -1,24 | 159 | 1,27 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 400 | 38 | ||||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 132.544 | 3,60 | 12.604 | 5,95 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 27.643 | -13,55 | 2.629 | -11,57 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 182.697 | 1,71 | 17.373 | 4,01 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 18.117 | 1,86 | 1.793 | 5,78 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 3.666 | 2,09 | 349 | 4,50 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 327 | 0,00 | 30 | 3,45 | ||||
| 2026-02-18 | 13F/A | Empowered Funds, LLC | 3.542 | 337 | ||||||
| 2026-02-10 | 13F | Old Peak Finance LLC | 2.299 | 219 | ||||||
| 2026-01-14 | 13F | Hilltop Wealth Advisors, Llc | 35.641 | 0,42 | 3.389 | 2,70 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 3.892 | 0,93 | 370 | 3,35 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 17 | 2 | ||||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 6.218 | 591 | ||||||
| 2026-01-21 | 13F | Affiance Financial, LLC | 28.876 | -1,24 | 2.746 | 0,99 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 19.580 | -0,31 | 1.862 | 0,87 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12.441 | -0,07 | 1.157 | 4,14 | ||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 52.095 | 4,51 | 4.954 | 6,88 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 1.962 | -27,84 | 187 | -26,19 | ||||
| 2025-10-08 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Cape Ann Savings Bank | 6.155 | 585 | ||||||
| 2025-12-15 | 13F | Farmers National Bank | 3.739 | 0,24 | 348 | 4,52 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 4.741 | -1,60 | 0 | |||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 149.544 | -1,84 | 14.220 | 0,39 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 2.695 | -5,67 | 256 | -3,40 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 5.196 | 0,35 | 494 | 2,70 | ||||
| 2026-01-14 | 13F | Pathway Financial Advisors LLC | 7.969 | 0,00 | 776 | 4,86 | ||||
| 2026-01-22 | 13F | Massachusetts Financial Services Co /ma/ | 6.333 | 145,18 | 602 | 150,83 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 302.841 | 6,10 | 28.797 | 8,51 | ||||
| 2026-02-17 | 13F | Forefront Analytics, LLC | 211.190 | 14,02 | 20.082 | 16,61 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 299 | 0,00 | 28 | 3,70 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 131.274 | 0,03 | 12.483 | 2,30 | ||||
| 2026-02-11 | 13F | Etesian Wealth Advisors, Inc. | 3.303 | 7,17 | 314 | 9,79 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 24.100 | 15,17 | 2.292 | 17,79 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 27 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 10.468 | 0,00 | 995 | 2,26 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 126 | 12 | ||||||
| 2026-01-12 | 13F | Ryan Investment Management, Inc. | 11.657 | -33,88 | 1.108 | -32,40 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 11.524 | 5,01 | 1.072 | 9,40 | ||||
| 2026-01-12 | 13F | Harbor Group, Inc. | 4.414 | 6,03 | 420 | 8,27 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 19.420 | -13,62 | 1.847 | -11,67 | ||||
| 2025-11-06 | 13F | Providence Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Corepath Wealth Partners Llc | 2.289 | 0,62 | 226 | 4,65 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 6.542 | 622 | ||||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 5.208 | 495 | ||||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 5.744 | -0,91 | 532 | -1,30 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 610.365 | -7,49 | 58.040 | -5,39 | ||||
| 2026-01-15 | 13F | Shum Financial Group, Inc. | 2.843 | 17,00 | 270 | 20,00 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 13.602 | -4,67 | 1.294 | -2,49 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 37.002 | 0,00 | 3.519 | 2,27 | ||||
| 2026-01-21 | 13F | Aaron Wealth Advisors LLC | 6.053 | -1,19 | 576 | 1,05 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 47.324 | -5,07 | 4.500 | -2,91 | ||||
| 2026-01-26 | 13F | CWC Advisors, LLC. | 4.090 | 0,07 | 389 | 2,11 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 99 | 0,00 | 9 | 0,00 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 1.156 | -11,55 | 110 | -9,92 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 851.714 | 3,32 | 80.989 | 5,66 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 133 | 87,32 | 13 | 100,00 | ||||
| 2026-01-13 | 13F | Presilium Private Wealth, Llc | 10.655 | 0,58 | 1.013 | 2,84 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 383.018 | 8.121,03 | 36.421 | 8.311,32 | ||||
| 2026-02-13 | 13F | Okabena Investment Services Inc | 9.064 | 862 | ||||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 525.900 | 14,56 | 50.009 | 17,17 | ||||
| 2026-03-03 | 13F | Midway Capital Research & Management | 2.321 | 221 | ||||||
| 2026-01-20 | 13F | Signaturefd, Llc | 2.880 | 5,38 | 274 | 7,48 | ||||
| 2026-01-21 | 13F | Tarbox Family Office, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Covestor Ltd | 1.683 | 5,92 | 0 | |||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 3.023 | 1,07 | 287 | 3,24 | ||||
| 2026-01-21 | 13F | Warner Financial, Inc | 4.070 | 0,35 | 0 | |||||
| 2026-02-05 | 13F | 1st Source Bank | 10.829 | 0,00 | 1.030 | 2,29 | ||||
| 2026-02-17 | 13F | Pw Advisors, Llc \ Fl | 3.026 | 288 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 795.195 | 1,21 | 75.615 | 3,50 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 50.677 | 8,83 | 4.819 | 11,30 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 4.748 | 44,80 | 452 | 48,36 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 13.748 | -45,75 | 1.307 | -44,52 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 3.749 | 2,24 | 356 | 4,71 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 21 | 0,00 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 3.355 | 319 | ||||||
| 2026-02-05 | 13F | Rossmore Private Capital | 300 | 0,00 | 29 | 3,70 | ||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 2.726 | 2,02 | 259 | 4,44 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 707 | 0,00 | 67 | 3,08 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 2.548 | 18,24 | 242 | 21,00 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 17.665 | 8,10 | 1.680 | 10,53 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 264.837 | 16,06 | 25.183 | 18,69 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 431.782 | 2,43 | 41.058 | 4,76 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 185 | 0,00 | 18 | 0,00 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 4.709.931 | 0,48 | 447.867 | 2,76 | ||||
| 2025-11-18 | 13F | Integrated Investment Consultants, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 12.111 | 5,54 | 941 | -11,82 | ||||
| 2026-02-12 | 13F | Investment Research Partners LLC | 2.965 | -4,32 | 282 | -4,10 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 64.556 | 229,86 | 6.139 | 237,44 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 33.404 | -11,77 | 3.176 | -9,77 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 1.096 | 0,00 | 102 | 4,12 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 64.885 | -28,33 | 6.170 | -26,71 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 6.602 | -0,08 | 628 | 2,12 | ||||
| 2026-01-14 | 13F | Neumann Capital Management, LLC | 30.470 | 15,50 | 2.897 | 18,15 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 10.703 | 10,69 | 1.018 | 17,98 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 549 | 0,00 | 52 | 1,96 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 549 | -3,51 | 52 | 0,00 | ||||
| 2026-01-20 | 13F | American National Bank | 800 | 0,00 | 76 | 2,70 | ||||
| 2025-10-31 | 13F | Mendel Capital Management LLC | 13.976 | 0,00 | 1.299 | 4,25 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 100 | 10 | ||||||
| 2026-02-18 | 13F | Financial Planning Fort Collins, LLC | 8.265 | 786 | ||||||
| 2026-01-13 | 13F | Mather Group, Llc. | 213.779 | 5,93 | 20.328 | 8,34 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 2.928 | 16,65 | 279 | 19,74 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 10.309 | 980 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 3.625.329 | 11,81 | 344.733 | 14,35 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 493 | -11,81 | 47 | -9,80 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 23.092 | 2.196 | ||||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 769 | -36,13 | 73 | -34,23 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 1.552 | 148 | ||||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 3.053 | -1,07 | 290 | 1,40 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 657 | 0,00 | 62 | 1,64 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 11.831 | -0,75 | 1.125 | 1,53 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 46.216 | -3,55 | 4.395 | -1,37 | ||||
| 2026-01-05 | 13F | Horizons Wealth Management | 1.873 | 0,00 | 178 | 2,30 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 8.285 | 0,10 | 788 | 2,34 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 5.778 | 10,18 | 549 | 12,73 | ||||
| 2026-02-06 | 13F | Fort Vancouver Investment Management, LLC | 1.090 | 0,00 | 104 | 1,98 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 267.831 | 1,05 | 25.468 | 3,34 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 219 | 0,00 | 21 | 0,00 | ||||
| 2026-01-28 | 13F | Villere St Denis J & Co Llc | 4.590 | 0,00 | 436 | 2,35 | ||||
| 2026-01-23 | 13F | Charter Oak Capital Management, LLC | 24.973 | -2,15 | 2.375 | 0,04 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 5.839 | -2,75 | 555 | -0,54 | ||||
| 2026-02-10 | 13F | CIBC Asset Management Inc | 6.245 | 0,00 | 594 | 2,24 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 12.353 | -0,58 | 1.175 | 1,65 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 4.418 | -6,93 | 440 | -0,90 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 377 | 0,00 | 36 | 0,00 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 296.183 | 4,62 | 28.164 | 6,99 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 125.295 | 7,30 | 11.914 | 9,74 | ||||
| 2026-01-27 | 13F | TriaGen Wealth Management LLC | 25.064 | 0,06 | 2.383 | 2,36 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 140.693 | -0,70 | 13.379 | 1,56 | ||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 11 | 1 | ||||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 566 | 0,00 | 54 | 1,92 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 157.255 | -2,54 | 14.953 | -0,33 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 37.460 | 5,99 | 3.562 | 8,40 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 126.277 | 1,29 | 12.008 | 3,59 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 16.355 | 0,00 | 1.555 | 2,30 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 14.695 | 2,19 | 1.397 | 4,49 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 5.622 | 0,00 | 535 | 2,30 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 14.382 | -18,38 | 1.368 | -16,54 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.266 | 0,71 | 215 | 3,86 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 41.483 | -83,18 | 3.945 | -82,80 | ||||
| 2026-01-23 | 13F | Blue Sky Capital Consultants Group, Inc. | 41.934 | 3,71 | 3.988 | 6,07 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 136 | 9,68 | 0 | |||||
| 2026-01-30 | 13F | Aries Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 650 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 4.622 | 0,00 | 440 | 2,33 | ||||
| 2026-01-08 | 13F | Sincerus Advisory, LLC | 33.782 | 3,34 | 3.212 | 5,69 | ||||
| 2026-02-17 | 13F | Wealth Analytics Partners, LLC | 9.630 | 916 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 3.111 | 3,01 | 296 | 5,36 | ||||
| 2026-01-08 | 13F | Pine Haven Investment Counsel, Inc | 35.636 | 5,30 | 3.389 | 7,69 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 101.934 | -4,45 | 9.693 | -2,28 | ||||
| 2026-01-12 | 13F | RVW Wealth, LLC | 58.179 | -1,17 | 5.532 | 1,08 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 89 | 0,00 | 8 | 0,00 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 353 | 0,00 | 34 | 3,13 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 2.178 | 0,00 | 212 | 2,91 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 5.034 | 13,25 | 468 | 18,18 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 1.125 | 107 | ||||||
| 2026-01-15 | 13F | MOR Wealth Management, LLC | 3.216 | 306 | ||||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 148 | 14 | ||||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 697 | -66,33 | 66 | -65,62 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 7.883 | 750 | ||||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 31.778 | -3,29 | 3.022 | -1,11 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 2.062 | 3,10 | 207 | 9,57 | ||||
| 2026-02-04 | 13F | Fairway Financial, LLC | 2.467 | 1,31 | 235 | 3,54 | ||||
| 2026-02-03 | 13F | Brandywine Oak Private Wealth Llc | 27.139 | 5,68 | 2.581 | 8,09 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 17.464 | -10,25 | 1.661 | -8,24 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 9.070 | 0,00 | 862 | 2,25 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.712 | 0,33 | 258 | 2,39 | ||||
| 2026-02-11 | 13F | Ameraudi Asset Management, Inc. | 10.755 | 0,00 | 1.023 | 2,20 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 8.439 | 0,81 | 802 | 3,08 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 48.549 | 15,55 | 4.617 | 18,18 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 26.126 | 1,83 | 2.496 | 4,61 | ||||
| 2025-11-04 | 13F | Twin City Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 5.963 | 4,78 | 567 | 7,18 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 3.809 | -11,62 | 362 | -9,50 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 556 | 929,63 | 0 | |||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 14.145 | -1,72 | 1.345 | 0,52 | ||||
| 2025-11-07 | 13F | Financial Advisors, LLC | 24.103 | 4,80 | 2.241 | 9,26 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 783 | 0,00 | 74 | 2,78 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 321 | 0,00 | 31 | 3,45 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 738.824 | -5,30 | 70.255 | -3,15 | ||||
| 2025-11-25 | 13F | Kimelman & Baird, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 2.380 | 1,71 | 226 | 4,15 | ||||
| 2026-01-26 | 13F | PDS Planning, Inc | 8.613 | -3,46 | 819 | -1,21 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 5.770 | 28,19 | 549 | 31,10 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 159.690 | 7,51 | 15.185 | 9,95 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 9.532 | 0,00 | 906 | 2,26 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 16.894 | -0,30 | 1.607 | 1,97 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 2.968 | -4,01 | 282 | -1,74 | ||||
| 2025-10-01 | 13F | Caldwell Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 23.870 | 1,90 | 2.270 | 4,18 | ||||
| 2026-01-22 | 13F | Maseco Llp | 8 | 0,00 | 1 | |||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 10.449 | 4,38 | 1 | |||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 3.244 | 60,75 | 0 | |||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 17.614 | 2,86 | 1.675 | 5,15 | ||||
| 2026-02-12 | 13F | Penobscot Wealth Management | 10.400 | 3,43 | 989 | 5,78 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 2.110 | 23,39 | 201 | 26,58 | ||||
| 2026-01-21 | 13F | Impact Investors, Inc | 120.306 | 20,99 | 11.440 | 23,73 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 3.660 | -0,52 | 348 | 0,00 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 66 | 0,00 | 6 | 0,00 | ||||
| 2026-01-29 | 13F | Warren Street Wealth Advisors, LLC | 4.383 | -44,39 | 417 | -43,17 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 14.047 | 0,00 | 1.336 | 2,22 | ||||
| 2026-01-09 | 13F | Baron Financial Group, LLC | 32.930 | -0,44 | 3.131 | 1,82 | ||||
| 2026-01-12 | 13F | JGP Wealth Management, LLC | 2.792 | 265 | ||||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 9.241 | -5,05 | 879 | -2,98 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 6.606 | 9,46 | 628 | 11,94 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 589 | -48,20 | 56 | -46,67 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 1.717 | 2.810,17 | 163 | 3.160,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 36.227 | -0,85 | 3.445 | 1,38 | ||||
| 2026-02-10 | 13F | Eq Llc | 2.167 | 206 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 1.511 | 7,09 | 144 | 9,16 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 188 | 944,44 | 0 | |||||
| 2026-02-10 | 13F | Pecaut & Co. | 3.763 | 6,24 | 358 | 8,51 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 616.854 | 0,98 | 58.657 | 3,27 | ||||
| 2026-01-23 | 13F | Peak Financial Management, Inc. | 8.345 | -0,62 | 794 | 1,67 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 63.379 | 1,69 | 6.027 | 4,00 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 6.296 | 1,30 | 599 | 3,64 | ||||
| 2026-01-14 | 13F | Weil Company, Inc. | 15.649 | 4,69 | 1.488 | 7,13 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 12.974 | -6,05 | 1.234 | -3,97 | ||||
| 2026-02-09 | 13F | Pathfinder Wealth Consulting, Inc. | 5.143 | 489 | ||||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 3.022 | 8,78 | 287 | 11,24 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 249.842 | 23.757 | ||||||
| 2026-02-05 | 13F | True Blue Financial, LLC | 25.539 | 2.429 | ||||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 1.247.288 | 6,69 | 118.605 | 9,11 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 951.850 | -5,87 | 90.536 | -3,71 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 35.286 | 17,20 | 3.355 | 19,86 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 2.073 | -2,36 | 197 | -1,01 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 1.907 | 2.442,67 | 181 | 2.916,67 | ||||
| 2026-01-27 | 13F | Vision Capital Management, Inc. | 34.284 | 4,91 | 3.260 | 7,31 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 566.945 | 3,40 | 53.911 | 5,74 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 8.086.938 | 3,02 | 768.987 | 5,36 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 749 | 32,10 | 71 | 36,54 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 10.161 | 0,74 | 966 | 3,09 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 282.978 | 2,58 | 26.908 | 4,91 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 12.315 | -0,59 | 1.171 | 1,74 | ||||
| 2026-02-19 | 13F/A | Axxcess Wealth Management, Llc | 41.259 | 2,28 | 3.923 | 4,61 | ||||
| 2026-02-17 | 13F | Nepc Llc | 13.340 | 6,76 | 1.269 | 9,22 | ||||
| 2026-02-06 | 13F | Midwest Financial Partners Investments, Inc. | 39.399 | 3.746 | ||||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 129.286 | 10,07 | 12.294 | 12,57 | ||||
| 2026-02-05 | 13F | Financial Council Asset Management Inc | 2.499 | 1,17 | 238 | 3,49 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 5.884 | -2,11 | 560 | 0,18 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 30.375 | -0,10 | 2.888 | 2,16 | ||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 5.239 | -8,10 | 509 | -5,40 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 1.361 | 0,00 | 127 | 4,13 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 1.867 | -9,28 | 178 | -7,33 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 4.324 | -12,17 | 411 | -10,07 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 304.476 | -1,60 | 28.953 | 0,64 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 2.947 | -4,72 | 280 | -2,44 | ||||
| 2025-10-28 | 13F | D. Scott Neal, Inc. | 3.288 | 0,00 | 306 | 4,10 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 9.012 | -3,19 | 857 | -1,04 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 456.243 | 43 | ||||||
| 2026-01-28 | 13F | Sage Advisory Services, Ltd.Co. | 15.369 | 0,00 | 1.461 | 2,24 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 4.427 | 9,28 | 421 | 11,70 | ||||
| 2026-01-23 | 13F | ABLE Financial Group, LLC | 6.135 | 8,62 | 583 | 11,05 | ||||
| 2026-01-14 | 13F | Longview Financial Advisors LLC | 222 | 0,00 | 21 | 5,00 | ||||
| 2026-01-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2.757 | 7,03 | 679 | 183,68 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 4.392.541 | 2,93 | 417.687 | 5,26 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 4.708 | -1,71 | 448 | 0,45 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 25.372 | 3,41 | 2.413 | 5,74 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 2.879 | 274 | ||||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 28.883 | 1,83 | 2.747 | 4,13 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 5.187 | -1,24 | 493 | 1,02 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 5.703 | -5,67 | 542 | -3,56 | ||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 16.535 | 14,19 | 1.572 | 16,79 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 166 | 1,84 | 16 | 0,00 | ||||
| 2026-01-14 | 13F | Chesley Taft & Associates LLC | 4.950 | -7,48 | 471 | -5,43 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 5.109 | 7,04 | 486 | 9,71 | ||||
| 2025-09-24 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33.835 | 89,59 | 2.953 | 95,43 | ||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 4.233 | 0,00 | 403 | 2,29 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 8.822 | 839 | ||||||
| 2025-11-14 | 13F | High Falls Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Financial Futures Ltd Liability Co. | 2.237 | 213 | ||||||
| 2026-01-29 | 13F | Higgins & Schmidt Wealth Strategies LLC | 10.863 | 39,47 | 1.033 | 42,54 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 25.419 | 2.417 | ||||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 3.274 | -8,24 | 311 | -6,04 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 34.675 | 7,26 | 3.297 | 9,72 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 700 | 46,44 | 67 | 50,00 | ||||
| 2026-01-12 | 13F | Shotwell Rutter Baer Inc | 5.934 | -0,05 | 576 | 2,86 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 64.288 | -30,13 | 6.113 | -28,54 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 7.123 | 3,10 | 1 | |||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 66.051 | 1,04 | 6.281 | 3,32 | ||||
| 2026-01-13 | 13F | Regatta Capital Group, Llc | 9.438 | -5,02 | 897 | -2,82 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 17.780 | -1,58 | 1.691 | 0,66 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 3.742 | -0,13 | 356 | 2,01 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 755 | 72 | ||||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 519.226 | -0,15 | 49.373 | 2,12 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 3.116 | 11,48 | 296 | 14,29 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 10.109 | 68,82 | 961 | 72,84 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 126.772 | -1,97 | 12.055 | 0,26 | ||||
| 2026-02-17 | 13F | Wit, Llc | 32.336 | 3.075 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 2.393 | 69,72 | 228 | 73,28 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 193.280 | 3,62 | 18.379 | 5,97 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 17.087 | 2,24 | 1.625 | 4,57 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 4.671 | -1,23 | 444 | 1,14 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 213.412 | 1,11 | 20.293 | 3,40 | ||||
| 2026-01-12 | 13F | Farrell Financial LLC | 6.607 | 1,90 | 628 | 4,32 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 465 | -49,57 | 44 | -48,24 | ||||
| 2026-01-23 | 13F | Natural Investments, Llc | 2.694 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 147.726 | 4.573,39 | 14.047 | 4.694,20 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 568 | 0,00 | 54 | 3,85 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9.518 | 0,02 | 1 | |||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 4.664 | 0,32 | 0 | |||||
| 2026-01-15 | 13F | Windsor Capital Management, LLC | 180.988 | -0,52 | 17.210 | 1,74 | ||||
| 2026-01-16 | 13F | Abacus Planning Group, Inc. | 3.108 | 1,47 | 296 | 3,87 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.556 | 255,25 | 148 | 267,50 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 27.510 | -2,03 | 2.616 | 4,39 | ||||
| 2026-01-16 | 13F | Matrix Asset Advisors Inc/ny | 6.036 | 0,00 | 574 | 2,14 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 40.436 | 235,21 | 3.845 | 243,00 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 636 | -11,30 | 61 | -9,09 | ||||
| 2026-01-12 | 13F | Pioneer Wealth Management Group | 25.862 | 5,80 | 2.459 | 8,23 | ||||
| 2025-11-05 | 13F | Sensible Financial Planning & Management, LLC. | 10.770 | -3,52 | 1.001 | 0,60 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 5.163 | -17,52 | 491 | -15,81 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.088 | 40,43 | 389 | 43,70 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.216 | 211 | ||||||
| 2026-02-13 | 13F | Commerce Bank | 2.486 | 6,88 | 236 | 9,26 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 1.880 | 0,00 | 175 | 4,19 | ||||
| 2026-01-21 | 13F | Finley Financial, LLC | 1.830 | 0,00 | 174 | 2,35 | ||||
| 2025-09-24 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2065 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14.566 | 46,88 | 1.271 | 51,49 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 8.653 | 0,00 | 823 | 2,24 | ||||
| 2026-02-27 | 13F | Financially in Tune, LLC | 5.860 | 557 | ||||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 6.562.442 | 16,88 | 624.023 | 19,53 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-20 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 325 | 0,00 | 31 | 0,00 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 67.656 | 1,34 | 6.433 | 3,64 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 74 | 0,00 | 7 | 16,67 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 5.322 | -2,97 | 506 | -0,78 | ||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 5.473 | -7,57 | 1 | |||||
| 2026-01-27 | 13F | Busey Wealth Management | 2.560 | 0,00 | 243 | 2,10 | ||||
| 2026-02-05 | 13F | Williams & Novak, LLC | 16.225 | -0,73 | 1.543 | 1,51 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 15.915 | -0,15 | 1.513 | 2,09 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1.974 | -28,37 | 188 | -26,95 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 68.524 | 3,22 | 6.516 | 5,56 | ||||
| 2026-02-05 | 13F | Plancorp, LLC | 35.360 | -1,87 | 3.362 | 0,36 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 1.470.315 | -1,87 | 139.812 | 0,35 | ||||
| 2026-01-15 | 13F | RCS Financial Planning, LLC | 6.342 | 603 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 14.818 | -11,47 | 1.409 | -9,45 | ||||
| 2026-01-16 | 13F | Values Added Financial LLC | 18.775 | 3,98 | 1.785 | 6,38 | ||||
| 2026-01-22 | 13F | Beacon Financial Planning, Inc | 5.714 | 1,89 | 543 | 4,22 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 6.475 | 26,61 | 616 | 29,47 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | OLIO Financial Planning | 22.574 | 4,42 | 2.147 | 6,77 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 10.175 | 0,25 | 968 | 2,55 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 89.864 | -0,30 | 8.545 | 1,97 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 79 | 8 | ||||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 44.687 | -31,16 | 4.249 | -29,59 | ||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 3.262 | 1,87 | 0 | |||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 2.892 | 0,70 | 275 | 3,00 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 2.271 | 216 | ||||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 322 | -16,36 | 31 | -14,29 | ||||
| 2026-01-27 | 13F | RTD Financial Advisors, Inc. | 26.901 | -3,63 | 2.558 | -1,43 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 409.651 | 2,09 | 39 | 0,00 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 252.049 | 0,48 | 24.552 | 4,15 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 3.745 | 0,73 | 356 | 3,19 | ||||
| 2026-01-14 | 13F | Brewster Financial Planning LLC | 11.174 | -1,73 | 1.063 | 0,47 | ||||
| 2026-02-02 | 13F | Madrid Wealth Management, LLC | 18.876 | 1.795 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 38.609 | 9,56 | 3.671 | 12,06 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 25.929 | 0,41 | 2.466 | 2,67 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Bond & Devick Financial Network, Inc. | 340.419 | 3,90 | 32.370 | 6,26 | ||||
| 2025-09-24 | NP | BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11.239 | 88,67 | 981 | 94,44 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 929 | 0,00 | 88 | 2,33 | ||||
| 2026-02-17 | 13F | One Wealth Capital Management, Llc | 2.692 | -18,20 | 256 | -16,39 | ||||
| 2026-01-07 | 13F | Lake Street Financial Llc | 2.928 | 2,41 | 278 | 4,91 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 1.397.442 | 132.883 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 88.186 | 3,99 | 8.386 | 6,34 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 79.480 | 0,44 | 7.558 | 1,72 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 11.561 | 13,19 | 1.099 | 15,81 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 105.455 | -54,16 | 10.028 | -53,12 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 2.518 | 247 | ||||||
| 2026-02-09 | 13F | Eaton Financial Holdings Company, LLC | 2.121 | 202 | ||||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 2.925 | 8,49 | 278 | 11,20 | ||||
| 2026-02-13 | 13F | J. Mark Nickell & Co. | 3.689 | 351 | ||||||
| 2026-01-16 | 13F | Bangor Savings Bank | 6.582 | -0,14 | 626 | 2,12 | ||||
| 2026-02-11 | 13F | SmartHarvest Portfolios, LLC | 2.601 | 247 | ||||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 92.685 | -10,49 | 9 | -11,11 | ||||
| 2026-02-05 | 13F | Simmons Bank | 3.845 | -2,76 | 366 | -0,54 | ||||
| 2026-01-29 | 13F | Equita Financial Network, Inc. | 6.327 | -6,58 | 602 | -4,45 | ||||
| 2026-01-30 | 13F | Torren Management, LLC | 28.146 | 2.676 | ||||||
| 2026-02-10 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 772 | 0,00 | 73 | 2,82 | ||||
| 2026-02-12 | 13F | Howland Capital Management Llc | 203.446 | -0,24 | 19.346 | 2,02 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 28.930 | -8,39 | 2.751 | -6,30 | ||||
| 2026-01-14 | 13F | Sterling Investment Advisors Llc /adv | 2.760 | 3,29 | 263 | 5,65 | ||||
| 2026-02-02 | 13F | Your Advocates Ltd., LLP | 688 | 1,62 | 65 | 4,84 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 3.484 | 331 | ||||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 784 | 0,00 | 75 | 2,78 | ||||
| 2026-01-12 | 13F | Richard P Slaughter Associates Inc | 16.405 | 1,56 | 1.560 | 3,86 | ||||
| 2026-02-11 | 13F | Avise Financial Cooperative, Inc. | 12.173 | 1.158 | ||||||
| 2026-02-02 | 13F | Oppenheimer Asset Management Inc. | 59.757 | 3,93 | 5.682 | 6,29 | ||||
| 2026-02-03 | 13F | Grimes & Company, Inc. | 28.333 | 6,58 | 2.694 | 9,02 | ||||
| 2025-09-26 | NP | EAOM - iShares ESG Aware Moderate Allocation ETF | 6.609 | 1,91 | 577 | 4,92 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 5.356 | 0,00 | 509 | 2,21 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 282.078 | -0,63 | 26.823 | 1,63 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 17.190 | 4,95 | 1.635 | 7,29 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 2.751 | -4,08 | 262 | -1,88 | ||||
| 2026-02-05 | 13F | Fingerlakes Wealth Management, Inc. | 4.635 | 7,24 | 441 | 9,73 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 6.845 | -5,98 | 651 | -3,85 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 11.983 | 1,87 | 1.140 | 4,21 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 62.881 | 68,55 | 5.979 | 72,40 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 25.378 | -0,47 | 2.413 | 1,81 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 7.039 | -9,14 | 669 | -7,08 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 35.685 | 15,41 | 3.393 | 18,06 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 74 | -55,42 | 7 | -53,33 | ||||
| 2026-02-02 | 13F | WT Wealth Management | 7.049 | -5,22 | 670 | -3,04 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 202.923 | 11,23 | 19.296 | 14,59 | ||||
| 2026-02-12 | 13F | Betterment LLC | 3.947.005 | 1,50 | 375 | 3,88 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 1.974 | 0,00 | 188 | 2,19 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 49.608 | 59,89 | 4.717 | 63,75 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 3.307 | 11,23 | 314 | 13,77 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 6.306 | 1,24 | 600 | 3,45 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 6.047 | 2,54 | 596 | 7,21 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 3.876 | -15,50 | 369 | -13,62 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 4.518 | -1,48 | 430 | 0,70 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-10-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 3.454 | 20,73 | 328 | 23,77 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 214.788 | 3,88 | 20.424 | 6,24 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 134 | 13 | ||||||
| 2025-09-24 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2055 Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31.529 | 119,04 | 2.752 | 125,86 | ||||
| 2026-01-02 | 13F | First Financial Bank - Trust Division | 20.335 | 0,00 | 1.934 | 2,28 | ||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 3.747 | 1,90 | 356 | 4,40 | ||||
| 2025-10-16 | 13F | Lowe Wealth Advisors, LLC | 419 | 19,71 | 39 | 22,58 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 620.901 | 9,28 | 59.041 | 16,47 | ||||
| 2025-10-21 | 13F | Bell Bank | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 44.967 | 5,15 | 4.276 | 7,52 | ||||
| 2026-02-23 | 13F | Sonoma Allocations LLC | 6.678 | 98,10 | 670 | 112,03 | ||||
| 2026-01-08 | 13F | DDFG, Inc | 5.148 | -0,83 | 490 | 1,45 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 129.403 | 2,68 | 12.305 | 5,00 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 765 | 0,00 | 73 | 1,41 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 3.036 | 7,47 | 289 | 9,92 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 4.772 | -5,90 | 454 | -3,82 | ||||
| 2026-01-15 | 13F | Motive Wealth Advisors | 3.512 | 334 | ||||||
| 2026-01-28 | 13F | Ai Financial Services Llc | 14.036 | 2,84 | 1.335 | 4,30 | ||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 26.936 | 6,01 | 2.561 | 8,66 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 29.106 | 0,03 | 2.768 | 2,29 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 31.429 | 0,00 | 2.989 | 2,26 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 1.019 | -47,45 | 97 | -46,67 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 14.704 | 21,44 | 1.398 | 24,27 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 8.551 | -6,86 | 813 | -4,69 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 593 | 233,15 | 56 | 250,00 | ||||
| 2026-02-06 | 13F | Wrapmanager Inc | 56.428 | -17,76 | 5.366 | -15,90 | ||||
| 2025-09-26 | NP | EAOR - iShares ESG Aware Growth Allocation ETF | 33.606 | -2,72 | 2.933 | 0,27 |
