Grundlæggende statistik
| Institutionelle ejere | 745 total, 745 long only, 0 short only, 0 long/short - change of 8,91% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3571 % - change of -44,31% MRQ |
| Institutionelle aktier (lange) | 91.016.493 (ex 13D/G) - change of 4,91MM shares 5,70% MRQ |
| Institutionel værdi (lang) | $ 7.985.956 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares ESG Aware MSCI EAFE ETF (US:ESGD) har 745 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 91,016,493 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 April 27, 2026 is 100,31 / share. Previously, on April 28, 2025, the share price was 84,61 / share. This represents an increase of 18,56% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 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 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 17.608 | -0,48 | 1.684 | 0,06 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 477 | -3,25 | 46 | -2,17 | ||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 31.453 | 2.991 | ||||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 399.378 | 3,96 | 37.977 | 6,31 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 206.533 | 2,03 | 19.639 | 4,35 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 2.226 | 0,00 | 213 | 0,47 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 42.516 | 0,87 | 4.065 | 1,45 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 3.995 | 0,00 | 0 | |||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 3.339 | 1,89 | 318 | 4,28 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 13.593 | -3,16 | 1.300 | -2,62 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2.401 | -0,29 | 230 | 0,44 | ||||
| 2026-01-13 | 13F | Argentarii, LLC | 12.398 | 1.179 | ||||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 4.000 | 0,00 | 382 | 0,53 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 280.180 | 4,05 | 26.642 | 6,41 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 1 | 0 | ||||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 11.254 | 1.070 | ||||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 8.822 | 0,00 | 839 | 0,00 | ||||
| 2026-02-03 | 13F | Bokf, Na | 160 | 0,00 | 15 | 7,14 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 5.253 | -20,19 | 502 | -19,68 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 4.352 | -6,00 | 416 | -5,45 | ||||
| 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 | ||||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 750 | 0,00 | 72 | -1,39 | ||||
| 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 | ||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 208 | 20 | ||||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 2.299 | 0,00 | 220 | 0,46 | ||||
| 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 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 6.684 | 2,17 | 672 | 7,88 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 131.301 | -13,43 | 12.485 | -11,47 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 3.788 | 17,17 | 362 | 17,92 | ||||
| 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 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 17.506 | 0,26 | 1.674 | 0,78 | ||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 3.656 | -2,48 | 348 | -0,29 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 74.628 | 6,15 | 7.136 | 6,73 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 12.648 | -8,00 | 1.209 | -7,50 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 3.656 | -10,35 | 0 | |||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 2.760 | 2,37 | 262 | 3,97 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 41.038 | -1,53 | 3.924 | -0,98 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 26.118 | -7,82 | 2.497 | -7,31 | ||||
| 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 | ||||||
| 2026-02-13 | 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 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 2.851 | -5,78 | 273 | -5,23 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 2.528 | 0,00 | 242 | 0,42 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 7.335 | 0,00 | 701 | 0,57 | ||||
| 2026-04-22 | 13F | Motco | 2.091 | 0,00 | 200 | 0,51 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 774 | -25,36 | 74 | -23,96 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 74 | 0,00 | 7 | 0,00 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 6.125 | -13,11 | 586 | -12,69 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 5.905 | -0,49 | 565 | -1,91 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 25.261 | -0,46 | 2.415 | 0,08 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 9.757 | 16,14 | 928 | 18,69 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 3.173 | 11,61 | 303 | 12,22 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 967 | -49,29 | 92 | -49,17 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 16.686 | 1,71 | 1.596 | 2,31 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 55 | 0,00 | 5 | 0,00 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 7.340 | -2,00 | 702 | -1,54 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 27.135 | 0,06 | 2.523 | 4,30 | ||||
| 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 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 71 | 7 | ||||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 8.609 | 0,00 | 819 | 2,25 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 8.654 | -16,66 | 827 | -16,21 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 11 | 0,00 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 2.601 | 0,00 | 249 | 0,40 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 6.892 | 6,56 | 659 | 7,15 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 18 | 2 | ||||||
| 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 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 5.400 | 0,02 | 513 | 2,40 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 2.733 | 0,26 | 261 | 0,77 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 3 | 200,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.980 | -9,91 | 405 | -8,18 | ||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 6.028 | -7,45 | 573 | -5,29 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 149 | 0 | ||||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 5.200 | 0,00 | 494 | 2,28 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 24.870 | -2,53 | 2.378 | -1,98 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Common Fund For Nonprofit Organizations | 2.627 | 250 | ||||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 3.965 | 0,00 | 379 | 0,53 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 3.510 | 2,93 | 336 | 3,40 | ||||
| 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 | ||||
| 2026-02-06 | 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 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 58 | 0,00 | 6 | 0,00 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 7.089 | -32,36 | 678 | -32,03 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2.576 | -6,57 | 246 | -63,72 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 39.259 | 7,86 | 3.754 | 8,47 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 170 | -60,28 | 16 | -60,00 | ||||
| 2026-01-15 | 13F | Fulcrum Capital LLC | 5.337 | -2,38 | 507 | -0,20 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 3.936 | 34,56 | 376 | 35,25 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 5.382 | 4,55 | 515 | 5,11 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2.458 | 0,00 | 235 | 0,86 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 7.359 | 0,00 | 700 | 2,19 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 5.985 | 29,13 | 572 | 30,00 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 2.194 | 213 | ||||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 40.335 | -4,44 | 3.857 | -3,91 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 232 | 22 | ||||||
| 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 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 353 | 0,00 | 34 | 0,00 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 31.146 | 4,58 | 2.978 | 5,19 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3.736 | -2,22 | 357 | -1,65 | ||||
| 2026-04-13 | 13F | Trust Co | 911 | -8,53 | 87 | -7,45 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 17.139 | 8,00 | 1.639 | 8,62 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 3.512 | 0,00 | 336 | 0,60 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.845 | 49,15 | 176 | 54,39 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 33.166 | 3.171 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 18.977 | 0,68 | 1.815 | 1,23 | ||||
| 2026-04-22 | 13F | Vicus Capital | 19.646 | 16,09 | 1.879 | 16,72 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 147 | 0,00 | 14 | 0,00 | ||||
| 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 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 3.092 | -87,99 | 296 | -87,95 | ||||
| 2026-03-17 | 13F | Stance Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.649 | -50,23 | 253 | -50,00 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 45.549 | 4.331 | ||||||
| 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 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.704 | 259 | ||||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 20.312 | 2,32 | 1.931 | 4,66 | ||||
| 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 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 10.658 | -0,42 | 1.036 | 1,87 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 260 | 0,00 | 25 | 0,00 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 335.830 | -1,35 | 32.112 | -0,80 | ||||
| 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 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 63 | 6 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5.610 | 49,80 | 536 | 50,56 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 203.846 | 0,20 | 19.492 | 0,75 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 2.941 | 137,94 | 280 | 144,74 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 7.969 | 0,00 | 770 | -0,90 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 589 | 0,00 | 56 | 0,00 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 5.212 | 0,97 | 498 | 1,63 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 31.542 | 1,20 | 3 | 50,00 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 728 | -8,43 | 70 | -8,00 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 2.833 | 271 | ||||||
| 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 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 59.758 | 0,00 | 5.714 | 0,56 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 4.982 | 474 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 27 | 58,82 | 3 | 100,00 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 8.608 | -10,06 | 823 | -9,56 | ||||
| 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 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 181.928 | 15,69 | 17.396 | 16,33 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 4.873 | 4,53 | 463 | 6,93 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 10.652 | -0,03 | 1.019 | 0,49 | ||||
| 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 | ||||
| 2026-02-10 | 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 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 16.629 | -2,68 | 1.590 | -2,09 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 7.302 | -2,30 | 698 | -1,69 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 4.622 | 0,00 | 442 | 0,46 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 6.507 | -1,51 | 622 | -0,96 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 799 | 76 | ||||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 35.918 | 6,32 | 3.435 | 6,91 | ||||
| 2025-11-12 | 13F | Ascent Capital Management, LLC | 2.627 | 0,81 | 244 | 5,17 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 16.777 | 1.604 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 501 | -9,40 | 48 | -7,84 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.145 | 0,61 | 205 | 1,49 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 6.027 | 6,26 | 573 | 8,73 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 2.496 | 237 | ||||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 14.197 | 8,66 | 1.350 | 11,12 | ||||
| 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 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 4.597 | 0,00 | 437 | 2,34 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 52.188 | 0,18 | 4.990 | 0,75 | ||||
| 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 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 1.827 | -2,46 | 175 | -2,25 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 2.849 | 272 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 6.246 | 3,19 | 597 | 3,83 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 4.790 | 67,02 | 455 | 71,05 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 2.330 | 0,00 | 223 | 0,45 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 92.276 | 29,89 | 8.775 | 32,84 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 3.761 | 0,00 | 358 | 2,29 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 14.032 | -0,80 | 1.342 | -0,30 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 19.569 | -2,08 | 1.871 | -1,53 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 405 | 2,02 | 38 | 5,56 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 164 | 0,00 | 16 | 0,00 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 2.917 | 0,00 | 277 | 2,21 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 52.182 | -4,61 | 4.962 | -2,46 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 13.541 | -0,97 | 1.288 | 1,26 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 26.320 | -9,02 | 2.517 | -8,54 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 175.739 | -2,90 | 16.804 | -2,36 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1.261 | 48,35 | 121 | 50,00 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 2.520 | 0,84 | 240 | 3,02 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 29.461 | -7,76 | 2.817 | -7,24 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 40 | 4 | ||||||
| 2026-04-24 | 13F | rebel Financial LLC | 25.081 | -4,75 | 2.398 | -4,19 | ||||
| 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 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 14.817 | -1,22 | 1.409 | 1,00 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 33.149 | -0,76 | 3.170 | -0,22 | ||||
| 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 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 92.931 | 3,41 | 8.886 | 3,99 | ||||
| 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 | ||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 8.513 | -1,41 | 810 | 0,87 | ||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 37.468 | 29,75 | 3.583 | 30,49 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 6.100 | -0,57 | 583 | 0,00 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 3.739 | 0,00 | 356 | 2,31 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 73 | 0,00 | 7 | 0,00 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 11.713 | -3,40 | 1.120 | -2,86 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 182.697 | 1,71 | 17.373 | 4,01 | ||||
| 2026-04-23 | 13F | Bell Bank | 4.733 | 453 | ||||||
| 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 | ||||
| 2026-02-18 | 13F/A | Empowered Funds, LLC | 3.542 | 337 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 98.467 | 6,24 | 9 | 12,50 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 2.367 | -0,55 | 226 | 0,00 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 17 | 2 | ||||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 6.218 | 591 | ||||||
| 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 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 1.962 | -27,84 | 187 | -26,19 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 2.297 | 8,25 | 220 | 8,96 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 8.344 | -3,12 | 798 | -2,69 | ||||
| 2026-01-22 | 13F | Massachusetts Financial Services Co /ma/ | 6.333 | 145,18 | 602 | 150,83 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 2.321 | 0,00 | 222 | 0,45 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 2.705 | -1,67 | 263 | 0,77 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 299 | 0,00 | 28 | 3,70 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 67.579 | 6.462 | ||||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 2.032 | 0,00 | 206 | -2,38 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 2.134 | -2,91 | 204 | -1,92 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 131.274 | 0,03 | 12.483 | 2,30 | ||||
| 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 | -100,00 | ||||
| 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 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 12.032 | 4,41 | 1.151 | 7,38 | ||||
| 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 | |||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 3.216 | 0,00 | 308 | 0,66 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 9.589 | 0,00 | 912 | 0,00 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 5.208 | 495 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 610.365 | -7,49 | 58.040 | -5,39 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 4.070 | 0,00 | 389 | |||||
| 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 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 47.324 | -5,07 | 4.500 | -2,91 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 3.661 | 0,00 | 350 | 0,57 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 6.627 | 8,57 | 634 | 9,14 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 851.714 | 3,32 | 80.989 | 5,66 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 2.165 | 0,00 | 207 | 0,98 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 383.018 | 8.121,03 | 36.421 | 8.311,32 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 6.439 | 12,37 | 616 | 13,05 | ||||
| 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 | ||||
| 2026-01-21 | 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 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 30.750 | 0,92 | 2.940 | 1,48 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 10.829 | 0,00 | 1.030 | 2,29 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 11.635 | 11.535,00 | 1.113 | 12.255,56 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 21 | 0,00 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 52 | 0,00 | 5 | 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 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 707 | 0,00 | 67 | 3,08 | ||||
| 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 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 9.777 | -52,38 | 935 | -52,15 | ||||
| 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 | |||||
| 2026-02-12 | 13F | Investment Research Partners LLC | 2.965 | -4,32 | 282 | -4,10 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 3.307 | 316 | ||||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 64.556 | 229,86 | 6.139 | 237,44 | ||||
| 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 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 549 | 0,00 | 52 | 1,96 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 9.869 | 4,57 | 944 | 5,13 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 549 | -3,51 | 52 | 0,00 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 10.355 | 990 | ||||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 2.706 | -1,96 | 259 | -1,53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 59.691 | 47,62 | 5.805 | 50,95 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 13.175 | 3,20 | 1.260 | 3,79 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 1.830 | 0,00 | 175 | 0,00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 3.149 | -0,91 | 301 | -0,33 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 6.005 | 2,47 | 574 | 3,05 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 27.139 | 0,00 | 2.595 | 0,58 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 2.928 | 16,65 | 279 | 19,74 | ||||
| 2026-02-17 | 13F | Fmr Llc | 3.625.329 | 11,81 | 344.733 | 14,35 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 216.863 | 1,44 | 20.736 | 2,01 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 4.556 | 3,95 | 436 | 4,57 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 26.080 | 4,83 | 2.494 | 5,41 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 11.831 | -0,75 | 1.125 | 1,53 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 29.360 | -1,47 | 2.807 | -0,92 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 243.261 | -11,05 | 23.261 | -10,56 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 46.216 | -3,55 | 4.395 | -1,37 | ||||
| 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 | ||||
| 2026-04-23 | 13F | American National Bank | 725 | -9,38 | 69 | -9,21 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 5.839 | -2,75 | 555 | -0,54 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 13.792 | 13,12 | 1.319 | 13,72 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 1.365 | 131 | ||||||
| 2026-04-03 | 13F | Coastline Trust Co | 15.501 | 5,48 | 1.482 | 6,08 | ||||
| 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 | |||||
| 2026-02-17 | 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 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3.137 | 44,96 | 300 | 45,85 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 2.198 | 210 | ||||||
| 2026-04-06 | 13F | CX Institutional | 157 | -0,63 | 0 | |||||
| 2026-03-16 | 13F/A | Rockefeller Capital Management L.P. | 97.644 | 24,62 | 9.285 | 27,44 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 10.830 | -0,30 | 1.036 | 0,29 | ||||
| 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 | |||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 2.630 | 0,00 | 251 | 0,40 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 244.683 | -2,92 | 23.413 | -4,64 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 26.717 | -0,39 | 2.555 | 0,16 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 6.230 | 0,00 | 596 | 0,51 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 136 | 9,68 | 0 | |||||
| 2026-01-30 | 13F | Aries Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 2.451 | 9,37 | 234 | 9,86 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 650 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 12.739 | -8,85 | 1.218 | -6,24 | ||||
| 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 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 2.195 | 210 | ||||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 89 | 0,00 | 8 | 0,00 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 38.286 | 7,44 | 3.661 | 8,03 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 321 | 0,00 | 31 | 0,00 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 1.047.931 | -0,46 | 100.203 | 0,09 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 1.125 | 107 | ||||||
| 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 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 430 | 0,47 | 41 | 2,50 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | OLIO Financial Planning | 22.605 | 0,14 | 2.161 | 0,70 | ||||
| 2026-04-07 | 13F | Eastern Bank | 298.727 | 5,90 | 28.564 | 6,49 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 2.334 | -6,60 | 223 | -5,91 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 4.742 | 0,02 | 0 | |||||
| 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 | ||||
| 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 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 772 | 0,00 | 74 | 0,00 | ||||
| 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 | |||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 10.298 | -0,11 | 985 | 0,41 | ||||
| 2025-11-07 | 13F | Financial Advisors, LLC | 24.103 | 4,80 | 2.241 | 9,26 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 35.675 | 0,10 | 3.411 | 0,65 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 783 | 0,00 | 74 | 2,78 | ||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 2.509 | 9,61 | 253 | 12,00 | ||||
| 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 | |||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 33.498 | -2,29 | 3.203 | -1,75 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 2.104 | -39,61 | 201 | -39,27 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2.803 | 268 | ||||||
| 2026-02-13 | 13F | Gts Securities Llc | 5.770 | 28,19 | 549 | 31,10 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 5.961 | -1,24 | 570 | -0,70 | ||||
| 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 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 23.870 | 1,90 | 2.270 | 4,18 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 38.424 | 3.674 | ||||||
| 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 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 27.829 | 3,45 | 2.661 | 4,03 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 5.702 | 7,75 | 545 | 8,35 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 55.177 | -5,16 | 5.276 | -4,63 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 14.047 | 0,00 | 1.336 | 2,22 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 9.241 | -5,05 | 879 | -2,98 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 12.974 | -6,05 | 1.234 | -3,97 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 3.022 | 8,78 | 287 | 11,24 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 4.450 | -10,10 | 426 | -9,57 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 18.725 | -0,27 | 1.790 | 0,28 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 9.938 | -2,01 | 950 | -1,45 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 10.875 | -10,21 | 1.040 | 10,53 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 136.330 | -0,18 | 13.036 | 0,37 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 3.788 | 362 | ||||||
| 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 | ||||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 1.247.288 | 6,69 | 118.605 | 9,11 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5.862 | 2,05 | 560 | 2,56 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 1.030 | -4,19 | 98 | -3,92 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 4.090 | 0,00 | 391 | 0,77 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 8.335 | 35,42 | 797 | 36,07 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.199 | 405,91 | 115 | 418,18 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 14.798 | 3,96 | 1.415 | 4,51 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 2.437 | -6,27 | 233 | -5,67 | ||||
| 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 | ||||
| 2026-04-14 | 13F | BayBridge Capital Group, LLC | 2.359 | 0,00 | 224 | 0,00 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 6.323 | -0,06 | 605 | 0,50 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 77.910 | -1,98 | 8.025 | 6,18 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 6.221 | -5,77 | 595 | -5,26 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 129.286 | 10,07 | 12.294 | 12,57 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.554 | 7,02 | 150 | 8,70 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 581 | 60,94 | 56 | 61,76 | ||||
| 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 | ||||
| 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 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 3.355 | -2,87 | 321 | -2,44 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4.652 | -2,02 | 445 | -1,55 | ||||
| 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 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 55.426 | -2,89 | 5.300 | -2,36 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 4.427 | 9,28 | 421 | 11,70 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 2.740 | -5,61 | 262 | -5,07 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 82 | 8 | ||||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 23.875 | -4,40 | 2.283 | -3,88 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 4.392.541 | 2,93 | 417.687 | 5,26 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 4.266 | 0,00 | 408 | 0,49 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 2.431 | 8,67 | 232 | 9,43 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 25.372 | 3,41 | 2.413 | 5,74 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 6.210 | -2,08 | 594 | -1,66 | ||||
| 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 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 166 | 1,84 | 16 | 0,00 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 1.682 | 161 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 6.629 | -21,45 | 634 | -21,07 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 5.109 | 7,04 | 486 | 9,71 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 42.132 | 6,94 | 4.029 | 7,53 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 7.843 | 0,00 | 750 | 0,54 | ||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 4.233 | 0,00 | 403 | 2,29 | ||||
| 2025-11-14 | 13F | High Falls Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 4.583 | 66,23 | 424 | 61,22 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 25.419 | 2.417 | ||||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 3.932 | 19,04 | 376 | 19,43 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 7.913 | -1,04 | 757 | -0,53 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 700 | 46,44 | 67 | 50,00 | ||||
| 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 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2.943 | 2,19 | 281 | 2,93 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 23.863 | -12,35 | 2.282 | -11,86 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 7.123 | 3,10 | 1 | |||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 25.479 | -0,23 | 2.436 | 0,33 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 66.051 | 1,04 | 6.281 | 3,32 | ||||
| 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 | ||||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 23.527 | 0,00 | 2.250 | 0,54 | ||||
| 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 | ||||
| 2026-02-10 | 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 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 465 | -49,57 | 44 | -48,24 | ||||
| 2026-01-23 | 13F | Natural Investments, Llc | 2.694 | 0 | ||||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 2.217 | -2,68 | 212 | -2,31 | ||||
| 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 | |||||
| 2026-02-04 | 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 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 636 | -11,30 | 61 | -9,09 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 60.515 | -7,68 | 5.786 | -7,17 | ||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 8.653 | 0,00 | 823 | 2,24 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 5.714 | 0,00 | 546 | 0,55 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 12.094 | 4,61 | 1.156 | 5,19 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, 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 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 2.845 | 272 | ||||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 74 | 0,00 | 7 | 16,67 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 15.920 | -1,88 | 1.548 | 0,39 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 12.033 | 15,70 | 1.151 | 16,40 | ||||
| 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 1.470.315 | -1,87 | 139.812 | 0,35 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 14.818 | -11,47 | 1.409 | -9,45 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 2.245 | -11,89 | 215 | -11,57 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 6.475 | 26,61 | 616 | 29,47 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 219.010 | 3,51 | 20.942 | 4,08 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 10.175 | 0,25 | 968 | 2,55 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 34.763 | -1,69 | 3.499 | 4,05 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 8.714 | -0,34 | 833 | 0,24 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 843 | 0,00 | 81 | 0,00 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 222 | 0,00 | 21 | 0,00 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 2.967 | 1,33 | 284 | 1,80 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 3.715 | -21,09 | 355 | -20,58 | ||||
| 2026-01-14 | 13F | Brewster Financial Planning LLC | 11.174 | -1,73 | 1.063 | 0,47 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 2.256 | 216 | ||||||
| 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 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 23.656 | -8,53 | 2.262 | -8,05 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 25.929 | 0,41 | 2.466 | 2,67 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 303.573 | 2,50 | 29.028 | 3,06 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 666 | 178,66 | 64 | 186,36 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 133 | 0,00 | 13 | 0,00 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 4.583 | 424 | ||||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 2.973 | 0 | ||||||
| 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 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 1.397.442 | 132.883 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3.962 | -24,37 | 379 | -25,59 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 88.186 | 3,99 | 8.386 | 6,34 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 32.090 | -2,55 | 3.068 | -2,01 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 105.455 | -54,16 | 10.028 | -53,12 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 20.157 | -0,88 | 1.927 | -0,31 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 2.518 | 247 | ||||||
| 2026-04-16 | 13F | Davis Capital Management | 9 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | J. Mark Nickell & Co. | 3.689 | 351 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 7.241 | 9,61 | 692 | 10,19 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 5.143 | 0,00 | 492 | 0,41 | ||||
| 2026-01-30 | 13F | Torren Management, LLC | 28.146 | 2.676 | ||||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 65.857 | 7,44 | 6.297 | 8,05 | ||||
| 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 | |||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 784 | 0,00 | 75 | 2,78 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 11 | 10,00 | 1 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 79 | 0,00 | 8 | 0,00 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 13.347 | 9,64 | 1.276 | 10,29 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 3.838 | 26,42 | 367 | 27,08 | ||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 4.040 | 8,05 | 384 | 10,66 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Maseco Llp | 8 | 0,00 | 1 | |||||
| 2026-04-23 | 13F | Simmons Bank | 5.255 | 36,67 | 502 | 37,53 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 4.290 | -2,81 | 410 | -2,15 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 18.876 | 0,00 | 1.805 | 0,56 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 2.704 | -16,05 | 259 | -15,69 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 937 | 0,00 | 90 | 0,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 2.357 | 0,99 | 225 | 1,35 | ||||
| 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 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 23.000 | 0,00 | 2.199 | 0,55 | ||||
| 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 | |||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 298 | 0,00 | 0 | |||||
| 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 | ||||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 3.747 | 1,90 | 356 | 4,40 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3.459 | -11,13 | 331 | -10,81 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 620.901 | 9,28 | 59.041 | 16,47 | ||||
| 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 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 2.817 | 0,90 | 269 | 1,51 | ||||
| 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 | |||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 92.595 | 0,97 | 8.854 | 1,53 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 4.772 | -5,90 | 454 | -3,82 | ||||
| 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 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 5.395 | 1,87 | 516 | 2,39 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 8.551 | -6,86 | 813 | -4,69 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 18.049 | 15,34 | 1.726 | 15,93 | ||||
| 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 | ||||
| 2026-01-27 | 13F | Stephenson & Company, Inc. | 3.853 | -1,66 | 366 | 0,55 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 64.036 | 2,47 | 6.089 | 4,80 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 710 | 68 | ||||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 9.158 | 10,80 | 920 | 17,20 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 6.330 | 602 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 112.216 | 10,09 | 10.730 | 10,71 | ||||
| 2026-01-30 | 13F | Spectrum Financial Alliance Ltd LLC | 2.700 | 257 | ||||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 22.456 | 2,11 | 2.135 | 4,45 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3.674 | 4,23 | 351 | 4,78 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 11.190 | 0,01 | 1.064 | 2,31 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 113.635 | -2,08 | 10.806 | 0,14 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 13.374 | 3,23 | 1.272 | 5,56 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 20.454 | 22,27 | 1.956 | 22,96 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 2.333 | 1,17 | 225 | 0,45 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 33.464 | -0,61 | 3.182 | 1,66 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 1.196 | 39,23 | 114 | 43,04 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 3.111 | 0,00 | 296 | 2,08 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 2.559 | 9,22 | 243 | 11,98 | ||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 13.745 | -2,61 | 1.307 | -0,38 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 3.108 | 0,00 | 297 | 0,68 | ||||
| 2026-02-13 | 13F | Barclays Plc | 4.111 | 391 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 11.085 | -2,23 | 1.060 | -1,76 | ||||
| 2026-02-10 | 13F | Acadian Asset Management Llc | 19.327 | 1,43 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 789 | -2,47 | 75 | 0,00 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 5.999 | -0,74 | 574 | -0,17 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 3.621 | -3,41 | 346 | -2,81 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 118.638 | 4,76 | 11.281 | 7,14 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 93.853 | 11,08 | 8.924 | 13,61 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 7.696 | 0,00 | 750 | 2,88 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 6.577 | 0,00 | 647 | 5,73 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 38.746 | 34,41 | 3.705 | 35,13 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 16.514 | 1.570 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 647 | 0,00 | 62 | 27,08 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 4.500 | 7,02 | 430 | 7,77 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 3.920 | -19,41 | 375 | -19,05 | ||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 7.000 | 666 | ||||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 2.538 | -2,57 | 241 | -0,41 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 359 | 1,99 | 34 | 6,25 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 34 | 3 | ||||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 2.900 | 276 | ||||||
| 2026-02-18 | 13F | SkyView Investment Advisors, LLC | 5.943 | 0,00 | 1 | |||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 90.685 | 56,57 | 8.671 | 57,45 |
