Grundlæggende statistik
| Institutionelle ejere | 842 total, 842 long only, 0 short only, 0 long/short - change of 3,56% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2883 % - change of -70,63% MRQ |
| Institutionelle aktier (lange) | 78.743.443 (ex 13D/G) - change of -1,91MM shares -2,37% MRQ |
| Institutionel værdi (lang) | $ 10.597.745 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares ESG Aware MSCI USA ETF (US:ESGU) har 842 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 78,743,443 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Jpmorgan Chase & Co, Tiaa Trust, National Association, Northern Trust Corp, Goldman Sachs Group Inc, Betterment LLC, Morgan Stanley, Wealthfront Advisers Llc, Acorns Advisers, LLC, and BlackRock, Inc. .
iShares Trust - iShares ESG Aware MSCI USA ETF (NasdaqGM:ESGU) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 24, 2026 is 155,36 / share. Previously, on April 28, 2025, the share price was 120,06 / share. This represents an increase of 29,40% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | 5T Wealth, LLC | 2.214 | -35,86 | 313 | -39,11 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 2.584 | 385 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 1.487 | 0,00 | 210 | -4,98 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 3.692 | -21,80 | 550 | -19,94 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 4.777 | 0,25 | 676 | -4,80 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 3.704 | 0,54 | 552 | 2,80 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 23.041 | -4,62 | 3.433 | -2,42 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1.833 | 1,66 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.373 | 1,15 | 354 | 3,52 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 5.879 | 876 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 20.108 | 100,92 | 2.996 | 121,20 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 8.127 | -0,15 | 1.149 | -5,20 | ||||
| 2026-01-30 | 13F | Sofi Wealth, Llc | 18.585 | 27,84 | 2.769 | 30,81 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 49 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 21.616 | -5,27 | 3.057 | -10,09 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 13.570 | -0,29 | 1.919 | -5,33 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 4.243 | 0,00 | 632 | 2,43 | ||||
| 2026-02-02 | 13F | Broussard Financial Group LLC | 3.076 | 458 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 704 | 100 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 2.941 | 0,03 | 428 | 7,81 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 13.018 | -1,94 | 1.939 | 0,31 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 1.320 | 0,00 | 187 | -5,10 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 9.726 | 0,00 | 1.449 | 0,00 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 118.408 | 0,88 | 17.640 | 3,22 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 7 | 1 | ||||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 18.500 | -2,03 | 2.756 | 0,25 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 2.015 | 0,35 | 300 | 2,74 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 3.221 | 5,16 | 456 | -0,22 | ||||
| 2026-01-29 | 13F | Comerica Bank | 9.260 | -42,53 | 1.380 | -41,22 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 1.677 | 250 | ||||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 1.870 | 6,67 | 279 | 9,02 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 84.819 | -1,94 | 11.995 | -6,91 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 2.141 | -16,11 | 303 | -20,53 | ||||
| 2026-02-13 | 13F | Acorns Advisers, LLC | 2.565.822 | 0,83 | 382 | 3,24 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 12.744 | 3,39 | 1.899 | 5,80 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 16.903 | -2,18 | 2.518 | -0,28 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 2.255 | -5,33 | 319 | -10,17 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Bangor Savings Bank | 6.272 | 9,77 | 887 | 4,11 | ||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 460 | 69 | ||||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 4.040 | 0,00 | 571 | -4,99 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 5.623 | 3,10 | 838 | 5,42 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 24.619 | 0,30 | 3.482 | -4,79 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 77 | 11 | ||||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 333.501 | -9,82 | 49.685 | -7,72 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 9.438 | 4,11 | 1.394 | 3,19 | ||||
| 2026-02-03 | 13F | Bokf, Na | 229 | 0,00 | 34 | 3,03 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 354 | -61,10 | 50 | -62,96 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 1.537 | 0,00 | 229 | 2,24 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 9.352 | -5,38 | 1.323 | -10,19 | ||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 289.205 | -0,80 | 43.086 | 1,50 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 21.118 | 5,85 | 3.146 | 8,33 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 6.026 | -20,69 | 898 | -18,90 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 9.653 | 14,12 | 1.438 | 16,82 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 13.105 | 1,49 | 1.952 | 3,83 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 568 | 85 | ||||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 2.092 | -5,51 | 314 | -2,18 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 3.623 | 3,72 | 540 | 6,10 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 64.403 | -10,36 | 9.595 | -8,28 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 2.103 | 0,00 | 313 | 0,32 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 8.584 | -4,80 | 1.279 | -2,59 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 2.035 | 23,71 | 303 | 26,78 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 3.589 | 535 | ||||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 6.095 | -1,34 | 862 | -6,41 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 4.311 | 0,00 | 642 | 2,39 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 2.682 | 16,91 | 379 | 11,14 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 137 | 0,00 | 20 | 5,26 | ||||
| 2026-02-12 | 13F | Keystone Financial Services | 8.553 | 29,85 | 1.274 | 32,85 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 141 | -73,99 | 20 | -76,25 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.522 | 22,94 | 227 | 25,56 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 3.023 | 9,41 | 428 | 3,89 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 2.155 | 321 | ||||||
| 2026-02-04 | 13F | GGM Financials LLC | 1.396 | 0,22 | 208 | 2,48 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 4.162 | 25,32 | 587 | 19,59 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 15.008 | 2,84 | 2.236 | 5,23 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 161 | -92,90 | 24 | -92,77 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Motco | 1.708 | 0,00 | 242 | -5,12 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 40.008 | 0,04 | 5.658 | -5,05 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 4.742 | -1,76 | 707 | 0,57 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 23.515 | -10,79 | 3.325 | -15,33 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 5.387 | -0,19 | 762 | -6,28 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 65.255 | -0,72 | 9.722 | 1,58 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 3.038 | 1,30 | 453 | 3,67 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.427 | 10,33 | 1.702 | 12,94 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 2.069 | 0,00 | 308 | 2,33 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 35.437 | 0,07 | 5.160 | 7,68 | ||||
| 2026-02-13 | 13F | Novus Advisors, Llc | 1.395 | -5,17 | 208 | -3,27 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 6.960 | -4,74 | 984 | -9,56 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 414 | 0,00 | 62 | 1,67 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 3.863 | 3,29 | 546 | -1,97 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 5.048 | 0,00 | 752 | 2,45 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 329 | 29 | ||||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 1.410 | 0,00 | 205 | 0,99 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.274 | 0,00 | 185 | 7,56 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.935.702 | -14,38 | 288.381 | -12,39 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.914 | -44,10 | 285 | -42,77 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 865 | 129 | ||||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 9.969 | -21,49 | 1.410 | -25,49 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 16.475 | -3,76 | 2.330 | -8,67 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 3.848 | 0,00 | 573 | 2,32 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 3.518 | -77,62 | 524 | -77,10 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 15.889 | -4,51 | 2.367 | -2,27 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 57.379 | 1,15 | 9 | 0,00 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 17.828 | -21,78 | 2.656 | -19,95 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 84.766 | -2,14 | 12.628 | 0,13 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 3.319 | 0,64 | 469 | -4,48 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 2.647 | 0,00 | 394 | 2,34 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 126.592 | 1,97 | 18.860 | 4,33 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 10.601 | 0,34 | 1.579 | 2,67 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 2.595 | -0,57 | 387 | 1,58 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 192.113 | -2,61 | 29 | 0,00 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 1.415 | 0,00 | 200 | -4,76 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 3.272 | 0,00 | 463 | -5,13 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 60.578 | 16,98 | 9.025 | 19,67 | ||||
| 2026-02-12 | 13F | Benson Wealth Management INC | 134 | 20 | ||||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 1.000 | 0,00 | 149 | 2,07 | ||||
| 2026-04-06 | 13F | CX Institutional | 3.280 | 0,00 | 0 | |||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 9.189 | 14,48 | 1.369 | 17,12 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 23 | 3 | ||||||
| 2026-04-24 | 13F | Balentine LLC | 871 | 0,00 | 123 | -4,65 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2.745 | 10,82 | 409 | 13,33 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 2.209 | -12,10 | 329 | -9,86 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 7.012 | 83,51 | 1.045 | 87,77 | ||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 8.981 | 2,21 | 1.338 | 4,53 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 136.408 | 1,97 | 19.291 | -3,21 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 61 | 0 | ||||||
| 2026-04-22 | 13F | Bravera Wealth | 591 | 0,00 | 84 | -5,68 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 2.306 | 0,00 | 344 | 2,39 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 63.500 | -82,55 | 9.460 | -82,15 | ||||
| 2026-02-03 | 13F | Liberty Atlantic Advisors LLC | 2.941 | 438 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 422 | 0,00 | 63 | 21,57 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 91.430 | -28,13 | 13.621 | -26,46 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 7.258 | 0,00 | 1.081 | 2,37 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 264 | 51,72 | 39 | 56,00 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 12.728 | 1,91 | 1.800 | -3,23 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 132 | 0,00 | 20 | 0,00 | ||||
| 2026-04-24 | 13F | Essex LLC | 1.435 | 1,77 | 203 | -3,81 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 49.522 | 10,46 | 7.003 | 4,85 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 527 | 0,00 | 75 | -5,13 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 16.476 | -0,68 | 2.455 | 1,61 | ||||
| 2026-01-23 | 13F | Northland Securities, Inc. | 2.884 | 430 | ||||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 412 | 58 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 94.101 | 6,05 | 14.019 | 8,51 | ||||
| 2026-04-13 | 13F | Trust Co | 189 | 0,00 | 27 | -7,14 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 3.072 | -11,60 | 434 | -16,05 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 7.907 | 0,97 | 1.118 | -4,12 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 95.748 | 0,07 | 14.269 | 2,57 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 72.116 | -1,44 | 10.946 | 2,75 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 413 | 0,00 | 62 | 1,67 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 3.552 | 0,31 | 529 | 2,72 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 4.082 | 3,42 | 608 | 5,92 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 22.286 | 0,57 | 3.152 | -4,54 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 3.184 | -71,64 | 450 | -73,70 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 50.748 | 12,61 | 7.177 | 6,88 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 4.310 | -9,79 | 665 | -8,03 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 159 | 1,27 | ||||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 24.113 | -10,55 | 3.592 | -8,46 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 22.386 | -4,46 | 3.166 | -9,31 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 3.680 | -5,03 | 520 | -9,88 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 5.736 | -2,33 | 855 | -0,12 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 17.287 | -0,42 | 2.445 | -5,49 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 4.684 | -8,78 | 698 | -6,69 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 2.429 | 0,00 | 362 | 2,27 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10.656 | 7,78 | 1.507 | 2,24 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 3.797 | 566 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 17.580 | 7,43 | 2.619 | 9,95 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 66 | 10 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 4.710 | -92,52 | 666 | -92,90 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 280 | 42 | ||||||
| 2026-01-23 | 13F | Kelsey Financial, LLC | 5.207 | 776 | ||||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 11 | 0,00 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 54.307 | 10,72 | 8.091 | 13,29 | ||||
| 2026-02-11 | 13F | Metis Global Partners, LLC | 5.491 | 11,15 | 818 | 13,77 | ||||
| 2026-02-17 | 13F | Amundi | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 2.506 | 0,00 | 354 | -5,09 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 270.045 | 7,29 | 40.231 | 9,78 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 5 | -16,67 | 1 | |||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 17.673 | -0,05 | 2.633 | 2,25 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 61.618 | 0,71 | 8.714 | -4,40 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 24.006 | 0,31 | 3.576 | 2,64 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 3.724 | 34,05 | 527 | 27,36 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 1.740 | 0,29 | 259 | 2,78 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4.378 | -4,97 | 619 | -9,77 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 18.462 | -6,42 | 2.611 | -11,19 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 4.789 | 0,00 | 677 | -5,05 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 12.279 | 13,22 | 1.844 | 17,09 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 3.933 | -0,98 | 556 | -5,92 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 358 | 92,47 | 53 | 96,30 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 809 | -8,59 | 114 | -12,98 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 1.759 | -0,73 | 249 | -5,70 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 2.389 | 0,00 | 338 | -5,07 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 17 | 0,00 | 3 | 0,00 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 99 | 0,00 | 15 | 0,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 202.015 | -10,29 | 30.105 | -6,62 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 19.077 | 9,01 | 2.842 | 11,54 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 385 | 0,00 | 57 | 1,79 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 35.253 | -13,90 | 5.214 | -14,78 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 1.900 | 0,00 | 269 | -5,30 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.027.351 | 4,31 | 153.055 | 6,73 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 16.819 | -0,37 | 2.506 | 1,91 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 2.678 | 379 | ||||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 26.107 | -1,41 | 3.692 | -6,41 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 1.869 | 0,21 | 264 | -4,69 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 176 | 0,00 | 26 | 4,00 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 5.300 | 0,00 | 750 | -5,07 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 719 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 5.610 | -11,51 | 799 | -15,36 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 11.320 | 95,17 | 1.601 | 85,19 | ||||
| 2026-04-14 | 13F | Capitol Family Office, Inc. | 41 | 0,00 | 6 | 0,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 294.359 | -14,80 | 43.854 | -12,83 | ||||
| 2026-02-12 | 13F | Trailhead Planners LLC | 1.580 | 235 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 1.862 | 0,00 | 277 | 2,21 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 1.511 | 6,56 | 214 | 0,95 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 247 | 0,00 | 35 | -5,56 | ||||
| 2025-10-31 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 2.278 | 0,00 | 339 | 2,42 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 1.527 | -2,12 | 227 | 0,00 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 282 | 64,91 | 42 | 75,00 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.062.052 | -4,60 | 307.204 | -2,39 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 11 | 2 | ||||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 3.524 | -10,72 | 525 | -8,54 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 49.808 | -0,49 | 7.420 | 0,01 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 1.441 | 0,00 | 215 | 2,39 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 105.744 | 0,36 | 15 | -6,67 | ||||
| 2025-11-12 | 13F | Arcadia Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 6.277 | -5,50 | 888 | -10,31 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 572 | 43,00 | 85 | 46,55 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 11.080 | 29,48 | 1.651 | 32,53 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 2.257 | 0,00 | 336 | 2,44 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 6.089 | 43,37 | 907 | 46,76 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 7.021 | 90,84 | 993 | -4,89 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1.749 | -27,22 | 261 | -25,50 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 2.570 | 11,55 | 364 | 5,83 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 70.500 | -50,80 | 10.503 | -49,66 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 3.841 | 34,16 | 543 | 27,46 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 3.384 | -8,66 | 1 | |||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 17.962 | -1,72 | 2.540 | -6,69 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 10.933 | 0,46 | 1.546 | -4,63 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 3.544 | 0,00 | 528 | 2,13 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 12.527 | 1,45 | 1.866 | 3,84 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 6.996 | 2,69 | 989 | -2,56 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 376.284 | -6,04 | 56.059 | 96.551,72 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3.287 | 6,82 | 465 | 1,31 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 659 | 0,00 | 98 | 3,16 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 782 | 117 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 9.250 | 0,00 | 1.308 | -5,08 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 8.003 | -0,52 | 1.192 | 1,79 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 5.541 | -2,52 | 784 | -7,45 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 7.459 | 9,64 | 1.111 | 12,22 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 21.051 | 2.977 | ||||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 411 | -99,89 | 61 | -99,88 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 30.775 | -0,46 | 4.585 | 1,84 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 2.877 | 0,00 | 429 | 2,39 | ||||
| 2025-11-14 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 1.365 | -10,73 | 204 | -0,97 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 874 | -56,10 | 124 | -58,45 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 1.609 | 0,31 | 240 | 2,58 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 13.274 | 0,16 | 1.978 | 2,49 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 1.352 | -2,73 | 201 | -0,50 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 5.986.011 | 0,80 | 897.324 | 4,01 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 64.794 | 0,00 | 9.728 | 3,41 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 46.980 | -40,79 | 6.999 | -39,42 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 23.199 | -4,23 | 3.456 | -2,01 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 11.476 | 0,00 | 1.710 | 2,34 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 1.400 | 209 | ||||||
| 2026-02-09 | 13F | Smithfield Trust Co | 3.149 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | W Advisors, Llc | 8.588 | 0,00 | 1.279 | 2,32 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 8.685 | -1,16 | 1.294 | 1,09 | ||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 2.826 | 0,28 | 421 | 2,68 | ||||
| 2025-11-06 | 13F | Blalock Williams, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 1.950 | -2,50 | 291 | -0,34 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 2.463 | -58,56 | 348 | -60,68 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 10.212 | 1.521 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 176.960 | 0,20 | 25.026 | -4,88 | ||||
| 2026-02-18 | 13F | Alpha Capital Advisors Inc /adv | 3.660 | 554 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 5.689 | 0,26 | 805 | -4,85 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 7.790 | 0,58 | 1.161 | 2,93 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 2.354 | 0,00 | 333 | -5,14 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 5.923 | 0,00 | 895 | 3,83 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 871 | -77,14 | 130 | -76,71 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 13.083 | 1.949 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 233.738 | 2,12 | 34.822 | 4,49 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 3.976 | 48,69 | 593 | 52,19 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 13.335.463 | -1,14 | 1.986.717 | 1,16 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 35.404 | 53,83 | 5.275 | 53,67 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 5.494 | -0,05 | 777 | -5,13 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 6 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 4.758 | 0,00 | 709 | 2,31 | ||||
| 2026-02-13 | 13F | KilterHowling LLC | 7.261 | -3,69 | 1.082 | -1,46 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.877 | -21,39 | 407 | -25,50 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 5.105 | -3,17 | 761 | -0,91 | ||||
| 2025-11-14 | 13F | Concorde Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Invesco Ltd. | 3.164 | 64,11 | 471 | 68,21 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 2.116 | -0,80 | 299 | -5,68 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 719 | 0,00 | 107 | 2,88 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 411 | -22,60 | 61 | -20,78 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 24.921 | -2,27 | 3.713 | 0,00 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 31.711 | -2,37 | 4.724 | -0,11 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 74.699 | -1,71 | 11.129 | 0,57 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 1.819 | 0,00 | 257 | -4,81 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 7.773 | 0,17 | 1.158 | 2,57 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 36.286 | -23,43 | 5.406 | -21,66 | ||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 80.000 | -11,11 | 11.918 | -9,05 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 2 | 0 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 39.930 | 20,41 | 5.647 | 14,29 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 2.288 | -5,49 | 324 | -10,28 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 6.882 | -9,98 | 1.025 | -7,91 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 1.762 | -83,03 | 263 | -82,76 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 122.807 | 43,95 | 18.296 | 47,30 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 13.478 | -9,62 | 2.008 | -7,55 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 3.137 | 0,00 | 444 | -5,14 | ||||
| 2026-02-17 | 13F | Creative Planning | 309.687 | 3,19 | 46.137 | 5,59 | ||||
| 2026-04-21 | 13F | Ramiah Investment Group | 11.526 | -6,79 | 1.630 | -11,51 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 6.107 | -2,74 | 910 | -0,55 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 209 | 0,00 | 30 | -6,45 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.414 | -61,07 | 200 | -63,03 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 1.862 | 0,00 | 263 | -5,05 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 7.259 | -4,10 | 1.081 | -3,57 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 5.872 | 1,56 | 875 | 3,92 | ||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 31.000 | 4.618 | ||||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 2.804 | 0,00 | 397 | -5,04 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 247 | 0,00 | 37 | 2,86 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 248.808 | -0,86 | 37.067 | 1,45 | ||||
| 2026-02-10 | 13F/A | Core Wealth Advisors, Llc | 3.366 | 501 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 24.680 | -2,33 | 3.490 | -7,28 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 10.399 | -13,32 | 1.549 | -11,28 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 3.853 | -17,53 | 574 | -15,59 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 10.385 | -20,89 | 1.547 | -19,05 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 3.751 | -9,96 | 559 | -7,92 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 49 | 7 | ||||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.643 | -79,92 | 245 | -79,51 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 2.248 | 0,00 | 335 | 2,14 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 18.875 | 2.298 | ||||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 5.009 | 2,58 | 746 | 5,07 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 1.671 | 249 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1.620 | 19,21 | 246 | 21,78 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2.782 | 0,04 | 393 | -5,07 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 3.992 | -67,02 | 595 | -66,29 | ||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 2.397 | 0,00 | 357 | 2,29 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 4.235 | 599 | ||||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 3.395 | 1,65 | 506 | 3,91 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 9.129 | -40,07 | 1.291 | -10,60 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 1.556 | 0,00 | 232 | 2,21 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 232 | -0,85 | 35 | 0,00 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 3.779 | 563 | ||||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 11.260 | -2,80 | 1.692 | -2,87 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 1.809 | -5,73 | 274 | -1,44 | ||||
| 2026-02-05 | 13F | Boulder Wealth Advisors, LLC | 35.227 | 3,17 | 5.248 | 5,57 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 57.190 | 0,29 | 8.520 | 2,63 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 23.256 | 0,00 | 3.465 | 2,30 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 1.826 | 0,00 | 272 | 2,64 | ||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 3.111 | -0,73 | 440 | -5,58 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3.839 | 0,18 | 572 | 2,51 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 83.604 | -2,61 | 12.455 | -0,35 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 51.793 | -7,26 | 7.716 | -5,10 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 1.035 | 0,00 | 154 | 2,67 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 45 | 7 | ||||||
| 2026-04-15 | 13F/A | Sl Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 8.804 | 1.312 | ||||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 2.738 | 408 | ||||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 3.179 | -18,53 | 474 | -16,73 | ||||
| 2026-01-12 | 13F | Ryan Investment Management, Inc. | 8.111 | -31,85 | 1.208 | -30,25 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 15.825 | 0,57 | 2.358 | 2,93 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 1.721 | 0,29 | 259 | 4,02 | ||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 12.215 | 2,93 | 1.820 | 5,33 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 460.875 | -25,54 | 68.661 | -23,81 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 4.696 | 0,56 | 664 | -4,46 | ||||
| 2026-04-24 | 13F | United Community Bank | 66 | 0,00 | 9 | 0,00 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 123 | 0,00 | 18 | 5,88 | ||||
| 2026-02-12 | 13F | Riverwater Partners LLC | 5.959 | -0,88 | 888 | 1,37 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 12.295 | -3,07 | 1.739 | -7,99 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 2.103.406 | 1,42 | 313.365 | 3,77 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 168 | 0,00 | 25 | 4,17 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 1.997 | 6,22 | 298 | 8,79 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 529.305 | -7,26 | 78.855 | -5,10 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 4.251 | -4,30 | 619 | 2,83 | ||||
| 2026-02-11 | 13F | Real Talk Capital, LLC | 1.373 | -0,44 | 205 | 2,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 205.632 | -0,15 | 29 | -3,33 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 18.366 | -28,77 | 2.597 | -32,39 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 25.754 | -0,05 | 3.837 | 2,27 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 2.680 | 2,52 | 379 | -2,57 | ||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 2.532 | 0,00 | 377 | 2,45 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 1.446 | 215 | ||||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 2.080 | 0,00 | 310 | 2,32 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 2.701 | -4,96 | 402 | -2,66 | ||||
| 2026-01-27 | 13F | PFG Advisors | 5.384 | 13,71 | 802 | 16,40 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 1.936 | -34,68 | 274 | -38,10 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 14.855 | -3,03 | 2.213 | -0,76 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 6.638 | 0,00 | 953 | -4,51 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 1.974 | 0,00 | 295 | 2,44 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 2.121 | 10,64 | 316 | 12,90 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 1.050 | 148 | ||||||
| 2026-04-14 | 13F | Moller Financial Services | 1.772 | 0,34 | 251 | -4,94 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.162.088 | -1,89 | 173.128 | 0,38 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 7.138 | 0,98 | 1.063 | 3,30 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 837 | 0,00 | 123 | -2,38 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 5.229 | 3,03 | 766 | 3,66 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 1.556 | -11,69 | 232 | -9,77 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 3.752 | 0,16 | 559 | 2,39 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 64 | 0,00 | 9 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4.093 | -1,85 | 579 | -6,92 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 68.699 | 10.235 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 222.335 | 12,69 | 33.124 | 15,31 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.528 | -1,29 | 228 | 0,89 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tableaux Llc | 3.235 | -50,00 | 482 | -48,94 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 225.333 | -2,09 | 33.570 | 0,18 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 5.159.275 | 0,15 | 768.629 | 2,48 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 31 | 0,00 | 4 | 0,00 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 35.770 | 9,92 | 5.329 | 12,50 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 2.402 | 13,09 | 358 | 15,53 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 1.418 | 211 | ||||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 5.188 | 16,01 | 734 | 10,06 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 1.079 | 161 | ||||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 588 | 0,00 | 88 | 2,35 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 5.204 | -37,02 | 736 | -40,29 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 480 | 0,00 | 68 | -5,63 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 62 | 0,00 | 9 | 0,00 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 4.835 | 28,86 | 714 | 27,78 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 2.860 | 0,00 | 404 | -5,16 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 1.992 | 0,00 | 297 | 2,07 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 32.494 | 401,22 | 4.595 | 376,17 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 20.055 | -1,50 | 2.836 | -6,50 | ||||
| 2026-02-03 | 13F | Pearl Planning LLC | 1.732 | 258 | ||||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 1.550 | 0,00 | 219 | -4,78 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 56.208 | 6,64 | 8.006 | 1,96 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 19.372 | -2,08 | 2.740 | -7,06 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 5.698 | 20,72 | 852 | 23,87 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 6 | -25,00 | 0 | |||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 2.799 | -2,71 | 417 | -0,48 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 2.499 | 0,00 | 353 | -5,11 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 9.865 | -0,28 | 1.470 | 2,01 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 1.477 | -7,28 | 209 | -12,24 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 11.713 | 0,45 | 1.745 | 2,83 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 1.969 | -1,01 | 293 | 1,38 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 2.011 | 0,00 | 284 | -5,02 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 3.809 | 567 | ||||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 2.278 | 339 | ||||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 102 | 14 | ||||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 13.500 | 2.011 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 101.423 | -4,32 | 14.343 | -9,17 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 14.627 | 0,27 | 2.179 | 2,59 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 6.590 | -4,30 | 982 | -4,57 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 91.302 | -4,49 | 13.602 | -2,27 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 6.083 | 0,43 | 906 | 2,84 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 165.014 | -27,01 | 23.336 | -30,71 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 22.745 | 94,85 | 3 | 200,00 | ||||
| 2026-01-28 | 13F | Villere St Denis J & Co Llc | 3.000 | 0,00 | 447 | 2,29 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 7.052 | 0,00 | 1.051 | 2,34 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 46.453 | 892,16 | 6.921 | 916,15 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 4.414 | 2,27 | 633 | -1,71 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 11.749 | -13,18 | 1.750 | -11,17 | ||||
| 2025-11-14 | 13F | Green Harvest Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 749 | 0,40 | 1.168 | -2,83 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 3.795 | 0,24 | 565 | 2,54 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 275.687 | -2,18 | 41.072 | 0,09 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 6.995 | -9,74 | 1.042 | -7,62 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 55.981 | -2,89 | 8.340 | -0,63 | ||||
| 2026-01-29 | 13F | Live Oak Investment Partners | 6.848 | 20,61 | 1.020 | 23,49 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 257 | 0,00 | 38 | 2,70 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 151 | -6,21 | 23 | -4,35 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 17.569 | 0,71 | 2.485 | -4,39 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 4.600 | 1,21 | 685 | 3,63 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 112 | 0,00 | 16 | -6,25 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 4.801 | -0,06 | 715 | 2,29 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 25.113 | -11,26 | 3.741 | -9,20 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 40.573 | -6,69 | 6.044 | -4,52 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 182.808 | 122,86 | 27.235 | 128,03 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 192.355 | -8,57 | 27.449 | -13,72 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 17.301 | 0,00 | 2.447 | -5,08 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 4.800 | -0,52 | 679 | -5,57 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.076 | -2,12 | 309 | 0,32 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 484 | 10,76 | 0 | |||||
| 2026-02-17 | 13F | XTX Topco Ltd | 2.397 | 357 | ||||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 12.649 | -9,49 | 1.789 | -12,09 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2.439 | 363 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 14.778 | -0,53 | 2.090 | -5,60 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 10.954 | 16,99 | 1.595 | 25,91 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 1.985 | 0,40 | 281 | -4,76 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 12.884 | -3,63 | 1.822 | -8,49 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 101 | 9,78 | 15 | 15,38 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 10.122 | 0,04 | 1.508 | 2,59 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 154 | 0,00 | 22 | -4,55 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 40.122 | -1,70 | 5.674 | -6,68 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 121 | 0,00 | 17 | -5,56 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 4.446 | 0,00 | 662 | 2,32 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 6.425 | 72,30 | 1 | |||||
| 2025-11-10 | 13F | Curtis Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 2.462 | 367 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 365 | 0,00 | 52 | -5,56 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 2.832 | -80,78 | 422 | -80,37 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 22.519 | -6,75 | 3.185 | -11,48 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 5.183 | -3,30 | 733 | -9,18 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 1.342 | 200 | ||||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 1.595 | 238 | ||||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 460 | 12,47 | 70 | 15,00 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 560 | -0,36 | 79 | -4,82 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 182.511 | 0,02 | 27.190 | 2,35 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 2.270 | 0,00 | 338 | 2,42 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 5.146 | 1,26 | 767 | 3,65 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 10.282 | 1,96 | 1.454 | -3,20 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 24.948 | 7,73 | 3.717 | 10,23 | ||||
| 2026-04-07 | 13F | Eastern Bank | 3.634 | -3,68 | 514 | -8,72 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 17.143 | -1,07 | 2.554 | 1,23 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 10.456 | -7,52 | 1.558 | -5,41 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 7.978 | 0,00 | 1.189 | 2,33 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 124.142 | -5,81 | 18.639 | -2,87 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 1.957 | 0,00 | 292 | 0,00 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 849 | 0,00 | 126 | 2,44 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 1.853 | -11,55 | 276 | -9,51 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 2.944 | 0,00 | 429 | 7,54 | ||||
| 2026-02-11 | 13F | Ameraudi Asset Management, Inc. | 6.022 | 0,00 | 897 | 2,40 | ||||
| 2025-11-04 | 13F | Twin City Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 2.247 | 0,00 | 318 | -5,09 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 22.023 | 1,19 | 3.281 | 3,54 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 4.785 | 504 | ||||||
| 2026-02-13 | 13F | Wealth Alliance | 8.542 | -7,52 | 1.273 | -5,36 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 11.889 | 16,68 | 2 | 0,00 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | D'Orazio & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 14.404 | -1,63 | 2.037 | -6,60 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 1.674 | 249 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 4.686 | 37,99 | 698 | 41,30 | ||||
| 2025-11-07 | 13F | Financial Advisors, LLC | 56.392 | 0,56 | 8.211 | 8,21 | ||||
| 2026-01-15 | 13F | Cherry Creek Investment Advisors, Inc. | 1.488 | -6,30 | 222 | -4,33 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 4.650 | 18,38 | 677 | 27,50 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 47.143 | 5,66 | 7.022 | 8,10 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 1.859 | -30,43 | 277 | -29,05 | ||||
| 2026-02-03 | 13F | Fire Capital Management LLC | 1.519 | 226 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 6.592 | -5,21 | 982 | -2,96 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 19.250 | -0,72 | 2.868 | 1,56 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 53.292 | -4,46 | 7.940 | -2,24 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 140 | 0,00 | 21 | 0,00 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 554 | -35,95 | 126 | 6,84 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 10.543 | 7,04 | 1.491 | 1,64 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 6.838 | 29,98 | 1 | |||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 1.294 | 0,00 | 193 | 2,13 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 1.866 | 0,00 | 278 | 2,21 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 25.526 | 6,86 | 3.803 | 9,32 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 14.506 | 2.161 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 5.790 | 0,00 | 863 | 2,25 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 33.722 | -0,49 | 4.992 | 1,20 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 1.698 | 0,06 | 240 | -4,76 | ||||
| 2026-02-04 | 13F | Prosperitas Financial LLC | 2.786 | 18,65 | 415 | 21,70 | ||||
| 2026-02-10 | 13F | Pecaut & Co. | 1.960 | 32,61 | 292 | 35,81 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 12.832 | -2,13 | 1.912 | 0,16 | ||||
| 2026-02-09 | 13F | Goodwin Investment Advisory | 30.772 | -5,01 | 4.584 | -2,80 | ||||
| 2026-01-23 | 13F | Peak Financial Management, Inc. | 3.682 | -1,92 | 549 | 0,37 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 2.596 | 0,00 | 387 | 2,39 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 2.591.308 | 3,62 | 386.053 | 6,02 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 678.480 | 2,06 | 101.080 | 4,43 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 1.816 | 271 | ||||||
| 2026-02-10 | 13F | Eq Llc | 4.173 | 25,05 | 622 | 28,04 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 43 | 0,00 | 0 | |||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 28.110 | -8,08 | 4.189 | -5,93 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.867 | -16,91 | 278 | -14,98 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 2.492 | 47,11 | 352 | 39,68 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 55.277 | -12,29 | 8.235 | -10,25 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 164.684 | 1.064,26 | 24.535 | 1.091,55 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 1.458 | 206 | ||||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 7.978 | -2,61 | 1.204 | -1,31 | ||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 3.498 | 529 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 36.870 | 1,02 | 5.493 | 3,35 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 1.787 | 0,00 | 253 | -5,26 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 58 | 0,00 | 9 | 0,00 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 4.961 | 0,00 | 702 | -5,14 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 6.832 | -2,16 | 966 | -7,12 | ||||
| 2026-02-04 | 13F | Nwam Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 71.834 | -9,76 | 11.092 | -6,48 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 746 | 0,00 | 105 | -5,41 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 2.025 | -10,16 | 286 | -16,13 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 9.446 | 0,00 | 1.336 | -5,12 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 1.616 | 0,25 | 242 | 10,55 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 2.785 | 247,69 | 415 | 256,90 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 362.050 | 6,23 | 53.938 | 8,62 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 1.776 | 0,40 | 251 | -4,56 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 3.127 | -3,16 | 466 | -1,06 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 10.710 | -10,05 | 1.515 | -14,61 | ||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 3.700 | 0,00 | 551 | 2,42 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 2.755 | 5,03 | 390 | -0,26 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 6.754 | 6,58 | 1.006 | 9,11 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 335.335 | 0,42 | 49.958 | 2,75 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 10.288.654 | 4,16 | 1.532.804 | 6,58 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.335 | 7,96 | 497 | 10,47 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 510 | 0,00 | 76 | 1,35 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 29 | 0,00 | 4 | 0,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 277.685 | -4,81 | 41 | -2,38 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 982 | 0,00 | 146 | 2,82 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 9.281 | 18,29 | 1.383 | 21,02 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 1.475 | 0,00 | 220 | 2,34 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 7.288 | -4,88 | 1.031 | -9,73 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 187.363 | 0,08 | 27.913 | 2,40 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 65.846 | 11,77 | 9.810 | 14,36 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 1.435 | -97,08 | 214 | -97,02 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 2.200 | 0,00 | 328 | 2,19 | ||||
| 2026-02-17 | 13F | Nepc Llc | 13.905 | 0,00 | 2.072 | 2,32 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8.237 | 1,40 | 1.168 | -3,47 | ||||
| 2026-02-03 | 13F | Ethic Inc. | 2.612 | 35,69 | 389 | 38,93 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 13.914 | -2,56 | 2.073 | -0,34 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1.428 | -19,28 | 202 | -23,19 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 2.196 | -8,84 | 311 | -13,41 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 15.921 | -9,87 | 2.372 | -7,78 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 2.148 | 320 | ||||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 17.518 | -1,12 | 2.610 | 1,16 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 4.518 | -5,32 | 639 | -10,27 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 71.145 | -3,35 | 10.599 | -1,10 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 28.071 | -0,06 | 3.970 | -5,14 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 292 | 0,00 | 44 | 2,38 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 2.474 | 350 | ||||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 24.093 | -5,19 | 3.589 | -3,00 | ||||
| 2025-10-28 | 13F | D. Scott Neal, Inc. | 2.889 | -4,24 | 421 | 2,94 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 1.774 | -36,16 | 251 | -39,61 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 7.467 | -1,35 | 1.112 | 0,91 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 42.178 | -11,68 | 6.283 | -9,64 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 3.438 | 0,23 | 486 | -4,71 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 132.786 | -0,58 | 19.783 | 4,13 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 3.300 | -1,99 | 492 | 0,20 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 10.641 | -1,18 | 1.505 | -6,23 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 11.108 | 0,00 | 1.571 | -5,08 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 6.270 | -1,51 | 934 | 0,86 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 42.544 | 5,92 | 6.017 | 0,55 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 270 | 0,37 | 40 | 2,56 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 2.305 | 1,45 | 326 | -3,55 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 3.868 | 0,10 | 576 | 2,49 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 3.751 | 1,05 | 559 | 3,33 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 2.259 | -1,65 | 320 | -6,73 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 101.743 | -5,43 | 14.389 | -10,23 | ||||
| 2026-02-12 | 13F | Banco BTG Pactual S.A. | 13.051 | 1,56 | 1.944 | 3,96 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 3.160 | 471 | ||||||
| 2026-01-20 | 13F | JB Capital LLC | 8.463 | -8,84 | 1.261 | -6,74 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 1.604 | 227 | ||||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 2.388 | 328 | ||||||
| 2026-02-13 | 13F | TritonPoint Partners, LLC | 1.603 | 239 | ||||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 4.273 | -8,09 | 609 | -12,14 | ||||
| 2026-01-28 | 13F | Trademark Financial Management, LLC | 2.290 | 0,00 | 341 | 2,40 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 2.991 | -1,64 | 446 | 0,68 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 9.948 | 104,35 | 1.482 | 109,32 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 168.201 | -1,15 | 25.059 | 1,14 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 39.616 | -1,58 | 5.902 | -0,22 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 3.997 | -0,65 | 595 | 1,71 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 3.089 | 450 | ||||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 25.546 | 3.806 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 2.191 | 0,00 | 310 | -5,21 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 3.357 | -2,27 | 475 | -7,24 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 26.558 | 4,08 | 3.756 | -1,21 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 241.479 | 7,94 | 34.150 | 2,46 | ||||
| 2026-01-20 | 13F | Jackson Wealth Management, LLC | 1.359 | 202 | ||||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 3.845 | 0,00 | 573 | 2,33 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 12.547 | 3,92 | 1.869 | 6,37 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 5.489 | 818 | ||||||
| 2026-04-16 | 13F | Financial Management Network Inc | 2.824 | -5,61 | 417 | -6,73 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 2.309 | 0,00 | 344 | 2,08 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 15.051 | 7,75 | 2.242 | 10,28 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 306.448 | -0,98 | 45.655 | 1,32 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 19.058 | -3,58 | 2.839 | -1,32 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 2.901 | -21,17 | 432 | -19,25 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 89.903 | 2,34 | 13.394 | 4,71 | ||||
| 2026-02-17 | 13F | Wit, Llc | 12.474 | 1.858 | ||||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 41.466 | -1,61 | 6.178 | 0,67 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 19.377 | -0,26 | 2.887 | 2,05 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 28.625 | -3,75 | 4.265 | -1,50 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 174.141 | -0,47 | 25.944 | 1,84 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 24.073 | -0,82 | 3.586 | 1,50 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 272 | -49,91 | 40 | -48,72 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 3.621 | -11,92 | 512 | -16,34 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4.439 | 1,25 | 628 | -3,98 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 2.053 | 21,91 | 306 | 24,49 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 168 | 25 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 38.912 | 0,07 | 5.797 | 2,40 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 48 | 7 | ||||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 422 | 0,00 | 61 | 7,02 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14.651 | 60,61 | 2.183 | 64,31 | ||||
| 2026-01-21 | 13F | Seascape Capital Management | 1.848 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | Brewster Financial Planning LLC | 4.743 | -1,23 | 707 | 1,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 8.572 | 4,18 | 1.212 | -1,06 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 6.617 | -1,56 | 986 | 0,72 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 2.780 | 2,85 | 420 | 6,62 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 21.367 | 3.022 | ||||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 7.410 | -1,70 | 1 | 0,00 | ||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Sensible Financial Planning & Management, LLC. | 20.227 | 9,97 | 2.945 | 18,37 | ||||
| 2026-02-13 | 13F | Commerce Bank | 3.645 | -1,35 | 543 | 1,12 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 1.518 | 2,02 | 226 | 4,63 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 5.858 | -0,36 | 828 | -5,37 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 133 | 20 | ||||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 10.494 | 0,21 | 1.548 | -0,83 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 761.908 | 11,65 | 113.509 | 14,25 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1.156 | 163 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 39.037 | -0,93 | 5.521 | -5,96 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 2.455 | 28,87 | 347 | 22,61 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 4.015.236 | -2,73 | 598.190 | -0,48 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 41.889 | -74,70 | 6.241 | -74,12 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 66.380 | 9,83 | 9.889 | 12,39 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 344.533 | 10,06 | 48.724 | 4,47 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1.740 | 0,00 | 259 | 2,37 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 19.815 | 415,61 | 2.952 | 428,09 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 78.217 | 0,94 | 11.653 | 3,29 | ||||
| 2026-01-30 | 13F | Financial Services Advisory Inc | 1.976 | -19,15 | 294 | -17,18 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 6.586 | -0,96 | 931 | -7,09 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 501 | 1,83 | 71 | -4,11 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 15.267 | -4,56 | 2.159 | -9,40 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 4.963 | 27,29 | 702 | 20,86 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 4.899 | 0,27 | 730 | 2,53 | ||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 1.776 | 0,00 | 265 | 2,33 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 1.963 | -44,38 | 292 | -43,08 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 72.386 | -0,92 | 10.675 | -1,92 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 28.243 | 6,18 | 4.208 | 8,65 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 1.711 | 0,77 | 255 | 2,83 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 23.676 | -6,08 | 3.527 | -3,90 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 7.007 | 26,34 | 991 | 19,85 | ||||
| 2026-02-17 | 13F | One Wealth Capital Management, Llc | 6.852 | -19,12 | 1.021 | -17,27 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 18 | -25,00 | 3 | -33,33 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 2.342 | 48,70 | 331 | 41,45 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 20.338 | 7,08 | 2.876 | 1,66 | ||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 60.289 | 4,80 | 8.982 | 7,24 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 954 | 0,00 | 142 | 2,90 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 26 | 0,00 | 4 | 0,00 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 183 | 0,00 | 27 | 3,85 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 8.359 | 6,61 | 1.245 | 9,11 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Change Path, LLC | 25.921 | 2,02 | 3.862 | 4,38 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.094 | 0,00 | 155 | -4,94 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 2.115 | 8,29 | 299 | 3,10 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 2.388 | 328 | ||||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 3.854 | 0,00 | 545 | -5,05 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 20.682 | 3.081 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 3.207 | -2,61 | 454 | -7,55 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 12.984 | -2,01 | 1.836 | -6,99 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 6.344 | -17,33 | 945 | -15,40 | ||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 1.402 | 209 | ||||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 282 | -33,18 | 42 | -31,15 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 1.444 | -8,55 | 204 | -13,19 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 33 | 5 | ||||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 21.047 | -0,08 | 2.976 | -5,16 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 5.535 | 837 | ||||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 10 | 0,00 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 23.073 | -0,57 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | J. Mark Nickell & Co. | 5.927 | 883 | ||||||
| 2025-11-14 | 13F | Maripau Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 3.292 | -6,13 | 490 | -0,81 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 1.711 | 0,00 | 255 | 2,01 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 4.671 | 0,75 | 661 | -4,35 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 1.363 | 203 | ||||||
| 2026-02-11 | 13F | Prudent Man Advisors, LLC | 70.919 | 10.566 | ||||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 7.556 | -5,49 | 1.068 | -10,33 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 3.733 | -6,37 | 556 | -4,47 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 8.521 | -7,16 | 1.205 | -11,92 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 3.257 | 2,04 | 461 | -3,16 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 4.873 | -6,61 | 689 | -11,33 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5.549 | 3,33 | 785 | -2,00 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 16.570 | 0,11 | 2.469 | 2,41 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 7.783 | 0,00 | 1.133 | 7,70 | ||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 1.522 | 0,00 | 227 | 2,26 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 5.959 | -16,15 | 888 | -14,22 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 19.832 | -0,61 | 2.955 | 1,69 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 3.937 | -64,82 | 587 | -64,03 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 4.436 | 661 | ||||||
| 2025-11-04 | 13F | Welch & Forbes Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 62.473 | -2,20 | 9.307 | 0,08 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 7.907 | -8,49 | 1.178 | -6,36 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 38.610 | 10,92 | 5.460 | 5,30 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3.839 | 0,03 | 543 | -5,08 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 3.589 | -8,82 | 535 | -6,81 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 1.937 | -16,40 | 274 | -20,87 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 1.434 | 2,50 | 203 | -2,88 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 2.122 | 1,19 | 316 | 3,61 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 13.445 | 37,12 | 2.003 | 40,36 | ||||
| 2025-11-13 | 13F | Jefferies Financial Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 30.300 | -4,29 | 4.514 | -2,06 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 18.373 | 0,49 | 2.737 | 2,82 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 40.866 | 217,70 | 6.088 | 225,21 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 3.214 | -2,52 | 479 | -0,42 | ||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 7.366 | -1,43 | 1.097 | 0,83 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 5.869 | 0,00 | 830 | -5,15 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 15.402 | -1,03 | 2.178 | -6,04 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 51.096 | -25,38 | 7.612 | -23,64 | ||||
| 2025-11-05 | 13F | Black Diamond Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 9.912 | 3,04 | 1.498 | 6,70 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 5.101 | -43,89 | 760 | -42,63 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 1.859 | -3,88 | 277 | -1,78 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 632 | 0,00 | 89 | -5,32 | ||||
| 2026-02-12 | 13F | Betterment LLC | 3.924.596 | 0,89 | 585 | 3,18 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 49.267 | 56,04 | 7.339 | 59,66 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 1.972 | 12,81 | 294 | 15,35 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 6.320 | 2,28 | 894 | -2,93 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 22 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 12.122 | -14,50 | 1.806 | -12,55 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 7.868 | 36,46 | 1.172 | 40,53 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 18.900 | -1,20 | 2.850 | -0,66 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 125 | 0,00 | 19 | 0,00 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 56.353 | -2,74 | 7.969 | -7,67 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | One Day In July LLC | 2.565 | 33,18 | 382 | 36,43 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 313 | 47 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 4.639 | 0,41 | 656 | -4,65 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.752 | 0,26 | 389 | -4,66 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 10.301 | -38,93 | 1.535 | -37,52 | ||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 35.482 | 5,74 | 5.286 | 8,21 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Theory Financial Llc | 5.271 | -4,27 | 797 | -1,49 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 16.331 | 7,83 | 2.310 | 2,35 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 5.354 | -6,19 | 798 | -3,98 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 155.011 | -3,92 | 23.094 | -1,69 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 65 | -35,00 | 10 | -35,71 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 9.502 | -6,99 | 1.436 | -4,20 | ||||
| 2026-02-10 | 13F | Rock Creek Group, LP | 161.100 | 0,00 | 24.001 | 2,32 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 16.785 | 13,11 | 2.501 | 15,74 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 10.195 | 0,78 | 1.442 | -4,38 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 8.714 | 0,00 | 1.298 | 2,37 | ||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 18.846 | -1,42 | 2.808 | 0,93 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.614.653 | -20,61 | 389.532 | -18,77 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 70.306 | -2,82 | 9.943 | -7,76 | ||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 2.565 | 0,00 | 382 | 2,41 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 2.377 | -0,08 | 336 | -5,08 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 222 | 0,00 | 33 | 3,13 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 1.712 | 0,00 | 242 | -5,10 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 27.268 | 19,45 | 3.856 | 13,41 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 3.045 | -1,77 | 454 | 0,44 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 17.786 | 1,54 | 2.650 | 3,88 | ||||
| 2025-10-30 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Midwest Trust Co | 3.999 | -6,87 | 596 | -4,80 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 7.996 | 426,40 | 1.191 | 438,91 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1 | 0 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 4.130 | 0,00 | 584 | -5,04 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 15.316 | 1,92 | 2.166 | -2,83 | ||||
| 2026-02-06 | 13F | Wrapmanager Inc | 2.064 | -14,53 | 307 | -12,54 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 10.333 | 1.539 | ||||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 7.073 | 0,31 | 1.054 | 2,63 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 35.584 | 5,74 | 5.032 | 0,38 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 3.789 | 13,41 | 564 | 16,05 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 4.231 | -0,33 | 630 | 1,94 | ||||
| 2026-01-21 | 13F | South Shore Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 8.646 | 6,29 | 1.288 | 8,78 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 2.350 | 10,12 | 332 | 4,73 | ||||
| 2026-02-05 | 13F | Macroview Investment Management Llc | 14.925 | 0,05 | 2.223 | 2,40 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 40.915 | -0,75 | 6.096 | 1,55 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 20 | 0,00 | 3 | 0,00 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 204 | 0,00 | 30 | 3,45 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 23.118 | -7,44 | 3.444 | -5,28 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 35.182 | 0,05 | 5.241 | 2,36 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 117.793 | 23,35 | 17.549 | 26,21 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 29 | -77,52 | 4 | -78,95 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 6.214 | 7,69 | 926 | 10,12 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 32.511 | 2,17 | 4.843 | 4,53 | ||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 22.066 | 3.287 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 3.044 | -4,58 | 431 | -9,47 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 2.211 | 0,00 | 329 | 2,49 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 54.171 | 2,52 | 8.070 | 4,90 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 149.450 | -0,76 | 21.135 | -5,79 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 1.782 | -2,30 | 252 | -7,01 | ||||
| 2026-02-10 | 13F | Acadian Asset Management Llc | 32.982 | 37,44 | 5 | 33,33 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 3.586 | 67,49 | 534 | 71,70 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 66.254 | 0,45 | 9.871 | 2,78 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 18.206 | -7,75 | 2.575 | -12,45 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 46.600 | 0,00 | 6.942 | 2,33 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 550 | -30,03 | 82 | -1,22 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 48.088 | 7.164 | ||||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 6.700 | 0,00 | 948 | -5,11 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | NerdWallet Wealth Partners, LLC | 2.639 | 1,38 | 393 | 3,97 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 11.768 | -3,86 | 2 | 0,00 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 7.302 | -0,95 | 1.033 | -6,01 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 2.265 | 0,00 | 343 | 3,32 | ||||
| 2026-02-12 | 13F | Ci Investments Inc. | 5.750 | 7,48 | 857 | |||||
| 2026-02-13 | 13F | Barclays Plc | 2.762 | 0,00 | 411 | 2,24 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 8.196 | 27,50 | 1.221 | 40,83 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 17.600 | -23,48 | 2.622 | -21,68 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 0 | -100,00 | 0 |
