Grundlæggende statistik
| Institutionelle ejere | 732 total, 732 long only, 0 short only, 0 long/short - change of 7,62% MRQ |
| Gennemsnitlig porteføljeallokering | 1.6855 % - change of 12,69% MRQ |
| Institutionelle aktier (lange) | 433.535.210 (ex 13D/G) - change of 43,06MM shares 11,03% MRQ |
| Institutionel værdi (lang) | $ 18.793.336 USD ($1000) |
Institutionelt ejerskab og aktionærer
Fidelity Merrimack Street Trust - Fidelity Total Bond ETF (US:FBND) har 732 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 433,535,210 aktier. Største aktionærer omfatter Northwestern Mutual Wealth Management Co, Morgan Stanley, Fmr Llc, Bank Of America Corp /de/, Jpmorgan Chase & Co, Sagespring Wealth Partners, Llc, LPL Financial LLC, Dynasty Wealth Management, Llc, Country Trust Bank, and Quotient Wealth Partners, LLC .
Fidelity Merrimack Street Trust - Fidelity Total Bond ETF (ARCA:FBND) 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 45,96 / share. Previously, on April 28, 2025, the share price was 45,63 / share. This represents an increase of 0,72% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 6.962 | 321 | ||||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 139.968 | -4,33 | 6.385 | -5,20 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 48.710 | 36,39 | 2.222 | 35,16 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 160.728 | 14,61 | 7.400 | 13,69 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 236.532 | -0,05 | 10.890 | -0,48 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 70.065 | 6,21 | 3.196 | 5,20 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 31 | -46,55 | 1 | -50,00 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 15.678 | 722 | ||||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 355.324 | 22,20 | 16.382 | 21,63 | ||||
| 2026-02-12 | 13F | Eley Financial Management, Inc | 45.327 | 0,80 | 2.087 | 0,34 | ||||
| 2026-02-17 | 13F | Mustico Financial Group, Inc. | 199.757 | 37,13 | 9.224 | 41,67 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 432 | 20 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 83.825 | -3,09 | 3.859 | -3,50 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 25.860 | 6,01 | 1.191 | 5,59 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 421.133 | 6,61 | 19.212 | 5,64 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 339.107 | 39,36 | 15.613 | 38,76 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 8.155 | 0,00 | 375 | -0,53 | ||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 12.943 | 0,00 | 596 | -0,50 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 8.794 | -8,66 | 405 | -9,21 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 30.238 | 1.379 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 37.489 | 39,53 | 1.710 | 38,24 | ||||
| 2026-02-13 | 13F | Aviso Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Iron Financial, LLC | 40.276 | -8,14 | 1.854 | -8,53 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 14.048 | 645 | ||||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 20.840 | 14,09 | 951 | 12,96 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 1.164.361 | 20,72 | 53.118 | 19,62 | ||||
| 2026-04-21 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 905.462 | 0,99 | 41.313 | 0,08 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18.114 | 6,78 | 834 | 6,25 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 153.373 | 21,43 | 7.061 | 20,91 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 18.730 | 98,24 | 854 | 96,77 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 2.330 | 0,00 | 107 | -0,93 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 98.179 | 29,90 | 4.520 | 29,36 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 11.964 | 69,92 | 551 | 69,23 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 3.500 | 161 | ||||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 5.772 | 12,06 | 263 | 10,97 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 104.897 | 17,83 | 4.785 | 16,76 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 148.516 | 2,17 | 6.838 | 1,73 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 533.468 | 9,39 | 24.337 | 8,39 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 5.009 | -15,09 | 232 | -15,07 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 39.241 | 35,66 | 1.790 | 34,49 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 20.341 | 0,49 | 937 | 0,11 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 13.795 | 168,65 | 635 | 167,93 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 442.443 | 7,51 | 20.184 | 6,53 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 65.316 | 20,28 | 3.025 | 20,24 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 13.478 | 39,47 | 617 | 38,03 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 171.718 | 40,24 | 7.906 | 39,64 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 12.635 | 1,24 | 576 | 0,35 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 1.062 | 49 | ||||||
| 2026-04-22 | 13F | tru Independence LLC | 394.207 | 4,91 | 17.984 | 3,95 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 410.911 | 19,68 | 18.918 | 19,16 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 204.595 | 9,97 | 9.460 | 11,15 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 5.870.299 | 44,35 | 270.269 | 43,73 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 8.949 | -8,66 | 408 | -9,53 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 2 | 0,00 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 486 | 22 | ||||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 119.941 | 30,92 | 5.472 | 29,74 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 782.784 | 4,66 | 36.039 | 4,21 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 32.422 | 0,51 | 1 | 0,00 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 68.049 | -22,96 | 3.104 | -23,66 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 44.198 | 0,00 | 2.016 | -0,88 | ||||
| 2026-04-08 | 13F | General Partner, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 9.215 | -8,13 | 424 | -8,42 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 625.513 | 9,33 | 28.536 | 8,33 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 13.846 | -2,04 | 632 | -2,92 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 184.485 | 44,28 | 8 | 60,00 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 21.891 | -30,21 | 999 | -30,89 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 469 | 2.368,42 | 22 | |||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 108.715 | -5,34 | 5.005 | -5,74 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 1.236.027 | 3,78 | 56.907 | 3,33 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 8.882 | -34,23 | 405 | -34,78 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 793 | 37 | ||||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 275.916 | 5,00 | 12.703 | 4,55 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 34.777 | 12,11 | 1.587 | 11,06 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 12.061 | 1,25 | 550 | 0,36 | ||||
| 2026-01-30 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 778.664 | 6,99 | 35.850 | 6,52 | ||||
| 2026-02-05 | 13F | CMG Global Holdings, LLC | 375.044 | 17,39 | 17.226 | 15,78 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 27.109 | -0,59 | 1.248 | -0,95 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 1.820 | -2,88 | 84 | -3,49 | ||||
| 2026-02-17 | 13F | Claro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Archer Investment Corp | 1.891 | 478,29 | 87 | 480,00 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 45.226 | 23,02 | 2.081 | 22,48 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 644.365 | 10,36 | 29.557 | 9,96 | ||||
| 2026-01-21 | 13F | Hunter Associates Investment Management Llc | 565.279 | 22,02 | 26 | 23,81 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 129.434 | 5.959 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 295.847 | 15,70 | 13.497 | 14,64 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 22.964 | 20,90 | 1.057 | 20,39 | ||||
| 2026-01-05 | 13F | Commons Capital, Llc | 20.736 | 13,45 | 955 | 12,90 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 523.025 | 1,10 | 24.080 | 0,67 | ||||
| 2025-11-10 | 13F | Legacy Financial Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 2.269.756 | 6,05 | 103.546 | 5,09 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 486.313 | -12,62 | 22.390 | -13,00 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 1.124.122 | -7,82 | 51.755 | -8,22 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 4.549 | 0,00 | 208 | -0,96 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 50.629 | 2.331 | ||||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 747.549 | 10,32 | 34.103 | 9,31 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 4.749 | 0,34 | 217 | -0,46 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 68.292 | 44,26 | 3.145 | 43,63 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 31.264 | 1.439 | ||||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 32.188 | 0,21 | 1.468 | -0,68 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 32.972 | 9,71 | 1.518 | 9,29 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 4.860 | -55,55 | 222 | -56,06 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 275.997 | 7,94 | 12.707 | 7,48 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 264.915 | -3,08 | 12.173 | -3,60 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 22.119 | 19,02 | 1.018 | 18,51 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 58.134 | -1,23 | 2.652 | -2,10 | ||||
| 2025-11-10 | 13F | Intelligence Driven Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 68.510 | 1,49 | 3.125 | 0,58 | ||||
| 2026-02-09 | 13F | King Wealth | 20.529 | -1,84 | 1 | |||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 158.886 | 9,76 | 7.248 | 8,76 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 1.757.004 | 4,99 | 76.199 | 6,80 | ||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 37.537 | 18,87 | 1.728 | 18,36 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 103.709 | 8,72 | 4.731 | 7,74 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 235.939 | -41,85 | 10.863 | -42,23 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 2.467.073 | 25,77 | 113.584 | 25,23 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 14.748 | 0,00 | 679 | -0,44 | ||||
| 2026-04-24 | 13F | Essex LLC | 83.871 | 890,45 | 3.826 | 883,55 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 79.965 | 3,42 | 3.682 | 2,97 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 143 | 7 | ||||||
| 2026-02-12 | 13F | Keel Point, LLC | 6.049 | -0,44 | 279 | -0,71 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 1.699 | 59,08 | 78 | 59,18 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 702 | 32 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 147.075 | 6,38 | 6.710 | 5,40 | ||||
| 2026-02-17 | 13F | Creative Planning | 856.459 | -26,31 | 39.431 | -26,63 | ||||
| 2026-01-09 | 13F | Westview Management dba Westview Investment Advisors | 10.648 | 490 | ||||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 5.583 | 255 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 5.868.478 | 3,80 | 270.185 | 3,35 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 183.507 | 16,50 | 8 | 14,29 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 365.535 | 1,05 | 16.676 | 0,12 | ||||
| 2026-01-28 | 13F | Juno Financial Group LLC | 405.448 | 18.667 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 9.221 | -6,46 | 425 | -6,81 | ||||
| 2026-02-04 | 13F | Seelaus Asset Management LLC | 11.995 | 1,05 | 552 | 0,73 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 119.070 | 3,84 | 5.432 | 2,88 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 356.723 | 76,18 | 16.306 | 74,61 | ||||
| 2026-02-11 | 13F | Clarity Retirement & Wealth, LLC | 222.175 | 10.229 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 234.826 | 9,68 | 10.811 | 9,20 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 4.344.115 | 4,39 | 198.179 | 3,43 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 1.125.704 | 40,73 | 52 | 41,67 | ||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 23.711 | -4,58 | 1.092 | -5,05 | ||||
| 2026-02-05 | 13F | Prudent Investors Network | 1.314.388 | 22,45 | 60.514 | 21,92 | ||||
| 2026-02-05 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Flavin Financial Services, Inc. | 163.190 | 4,62 | 7.513 | 4,17 | ||||
| 2025-11-07 | 13F | Beta Wealth Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 125.251 | 3,05 | 5.714 | 2,11 | ||||
| 2026-02-12 | 13F | GreatBanc Trust CO | 10.000 | 0,00 | 460 | -0,43 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 115.196 | 0,75 | 5.255 | -0,17 | ||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 45.103 | 2.077 | ||||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 191 | 0,53 | 9 | 0,00 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 85.485 | 10,17 | 3.486 | 7,43 | ||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 80.291 | -1,54 | 3.697 | -1,96 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 68.949 | 7,68 | 3.174 | 7,48 | ||||
| 2026-02-04 | 13F | Nwam Llc | 52.154 | -22,86 | 2.410 | -23,74 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 7.344 | 5,25 | 338 | 4,97 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 55.170 | 8,18 | 2.517 | 7,16 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 122.098 | 175,74 | 5.570 | 173,31 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 60.127 | 208,25 | 2.768 | 207,21 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 11.330 | 1,87 | 523 | 1,75 | ||||
| 2026-02-03 | 13F | Baker Boyer National Bank | 393.938 | -6,90 | 18.137 | -7,30 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 652.668 | 7,95 | 30.049 | 7,48 | ||||
| 2026-01-27 | 13F | Greatmark Investment Partners, Inc. | 5.225 | 241 | ||||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 194.620 | 8.960 | ||||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 70.425 | -5,87 | 3.242 | -6,27 | ||||
| 2026-01-29 | 13F | Wheelhouse Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Brown Financial Advisory | 14.285 | 0,00 | 658 | -0,45 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 19.794 | -10,96 | 911 | -11,30 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 23.775 | 5,45 | 1.085 | 4,23 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 78.042 | 4,64 | 3.560 | 3,70 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 25.454 | 24,18 | 1.172 | 23,65 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 6.743.577 | 5,50 | 307.642 | 4,53 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 15.417 | 703 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 9.549 | 0,38 | 436 | -0,46 | ||||
| 2026-04-22 | 13F | Vicus Capital | 767.829 | 4,72 | 35.028 | 3,77 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 6.674 | 307 | ||||||
| 2026-01-26 | 13F | Mountain Hill Investment Partners Corp. | 313.840 | 23,85 | 14.449 | 23,32 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 5.482 | 252 | ||||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 687.028 | -9,42 | 31.342 | -10,24 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 6.500 | 0,00 | 299 | -0,33 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 875.849 | 29,22 | 40.324 | 28,66 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 295.364 | 31,64 | 13.483 | 30,59 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 13.337 | -3,70 | 608 | -4,55 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 5.870 | -3,61 | 268 | -4,64 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 159.072 | -0,81 | 7.324 | -2,24 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 18.807 | 6,12 | 858 | 5,15 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 53.950 | 7,74 | 2.484 | 7,26 | ||||
| 2026-02-03 | 13F | Indie Asset Partners, LLC | 20.786 | 26,40 | 957 | 25,79 | ||||
| 2026-02-06 | 13F | Plan A Wealth LLC | 16.500 | 74,64 | 760 | 74,08 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Advisor OS, LLC | 88.000 | 21,39 | 4.052 | 20,85 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 24.114 | 0,03 | 1.110 | -0,36 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 5.454 | -58,07 | 249 | -58,53 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 10.028 | 15,01 | 457 | 13,97 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 14 | 0,00 | 1 | |||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 66.418 | 10,20 | 3.030 | 9,19 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 26.796 | 234,16 | 1.222 | 231,17 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 843.285 | 5,90 | 38.471 | 4,93 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 22.403 | 25,13 | 1.022 | 24,03 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 784.486 | 9,22 | 35.788 | 8,23 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 116.664 | 5,26 | 5.322 | 4,31 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 395 | -36,29 | 18 | -35,71 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 39.944 | -14,78 | 1.823 | -15,48 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 16.618 | -93,84 | 758 | -93,90 | ||||
| 2026-01-27 | 13F | PFG Advisors | 443.364 | 4,76 | 20.412 | 4,31 | ||||
| 2026-02-14 | 13F | American Trust | 5.882 | 0,79 | 271 | 0,37 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 34.944 | 41,74 | 1.609 | 41,18 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 25.436 | 2,49 | 1.160 | 1,58 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 38.010 | 0,00 | 1.750 | -0,46 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 634.972 | 7,78 | 29 | 3,70 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 643.872 | 13,61 | 29.644 | 13,11 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 2.022 | 92 | ||||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 46.742 | -0,70 | 2.152 | -1,10 | ||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 627.471 | 1.050,90 | 28.889 | 1.046,35 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 16.535 | 33,36 | 761 | 32,81 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 12.964 | 0,00 | 597 | -0,50 | ||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 26.988 | 1.243 | ||||||
| 2026-02-17 | 13F | Insight Wealth Partners, LLC | 237.809 | 4,87 | 10.949 | 4,42 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 97.589 | 144,46 | 4.452 | 142,35 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 18.375 | -17,59 | 838 | -18,32 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 23.458 | 9,60 | 1.070 | 8,63 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 794.361 | 4,74 | 36.239 | 3,79 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 70.266 | -31,46 | 3.235 | -31,75 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 24.741 | 1.139 | ||||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 115.144 | 5.301 | ||||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 732.007 | 5,80 | 33.702 | 5,34 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 12.709 | 21,65 | 585 | 21,12 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 1.224.399 | 11,83 | 56.371 | 11,35 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 1.292 | 1,10 | 59 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.157 | 52,88 | 145 | 52,63 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 70.746 | 17,88 | 3.227 | 16,79 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 92.622 | 22,01 | 4.264 | 21,48 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 85.778 | 64,41 | 3.949 | 63,72 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 1.097 | 1,11 | 51 | 0,00 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 5.550 | -6,41 | 254 | -7,30 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 16.785 | 3,26 | 773 | 2,80 | ||||
| 2025-10-28 | 13F | Live Oak Investment Partners | 162.632 | 7.084 | 708.300,00 | |||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 3.216 | -11,91 | 147 | -13,10 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 321.732 | 9,49 | 14.677 | 8,49 | ||||
| 2026-01-26 | 13F | Slagle Financial, LLC | 38.930 | -3,88 | 1.792 | -4,27 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 6.869 | 1,25 | 313 | 0,32 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 354.096 | -11,02 | 16.147 | -11,88 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 83.864 | 24,58 | 3.826 | 23,43 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 104.211 | 6,85 | 4.754 | 5,88 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 179.828 | 1,06 | 8.279 | 0,62 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 1.440.074 | -3,03 | 66.301 | -3,45 | ||||
| 2026-02-17 | 13F | OmniStar Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Capital Square, LLC | 8.654 | -13,35 | 398 | -13,67 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 16.525 | 31,74 | 761 | 31,03 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 348.396 | 17,08 | 15.318 | 11,32 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 6.764 | 65,14 | 311 | 64,55 | ||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 12.390 | 0,00 | 570 | -0,35 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 11.143 | -20,81 | 513 | -21,08 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 169.556 | 44,80 | 7.806 | 44,18 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1.505.536 | 11,14 | 68.683 | 10,13 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 12.013 | -77,76 | 553 | -77,85 | ||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 680.180 | 8,52 | 31.315 | 8,05 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 2.260.562 | -18,85 | 104 | -18,75 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 287.830 | 16,02 | 13.252 | 15,52 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 8.650.398 | 29,95 | 398.264 | 29,39 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 230.049 | 9,70 | 10.591 | 9,22 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 227.667 | 25,16 | 10.482 | 24,61 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 11.748 | -6,86 | 536 | -7,76 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 233.288 | 10.643 | ||||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 504.507 | 0,78 | 23.227 | 0,38 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 297.832 | 13.587 | ||||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 44.083 | -9,78 | 2.011 | -10,58 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 235.154 | -13,03 | 10.728 | -13,83 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.890.734 | 3,09 | 87.049 | 2,65 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 15.610 | 51,52 | 1 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 44.002 | 170,27 | 2.007 | 167,96 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 16.073 | 0,71 | 740 | 0,27 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 128.125 | 22,57 | 5.868 | 21,22 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 804.597 | -8,11 | 36.706 | -8,95 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 69 | 3 | ||||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 25.414 | 15,56 | 1.170 | 15,04 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 62.803 | 42,92 | 2.891 | 42,34 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 29.251 | -25,86 | 1.347 | -26,21 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 99.162 | 11,21 | 4.592 | 10,95 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 1.190.370 | 296,94 | 54.805 | 295,24 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 990.542 | 5,48 | 45.605 | 5,03 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 155.426 | 1,36 | 7.118 | 0,24 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 257 | 52,98 | 12 | 57,14 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 130.350 | 0,21 | 6.001 | -0,22 | ||||
| 2026-01-20 | 13F | BXM Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 163.828 | 2,14 | 7.474 | 1,21 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 98.519 | 38,40 | 4.494 | 37,14 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 16.971 | 781 | ||||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 201.653 | 3,74 | 9.284 | 3,29 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 43.910 | -52,41 | 2.003 | -52,91 | ||||
| 2026-02-06 | 13F | Hardy Reed LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Power Wealth Management Llc | 815.728 | 4,58 | 37.556 | 4,13 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 2.952 | -20,67 | 136 | -21,51 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 379.078 | 11,73 | 17.453 | 11,24 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.610 | 11,42 | 73 | 10,61 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 54.185 | -0,70 | 2.495 | -1,15 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 395.588 | 9,15 | 18.047 | 8,16 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 326.178 | 8,11 | 15.017 | 7,65 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 330.148 | 3,34 | 15.058 | 2,37 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.786.898 | 3,88 | 82.269 | 3,43 | ||||
| 2026-02-17 | 13F | Westwood Holdings Group Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 360.474 | 5,59 | 16.445 | 4,62 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Retirement Planning Group | 2.490.208 | 8,73 | 114.649 | 8,26 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 33.104 | 75,13 | 1.510 | 73,56 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 500.664 | 29,96 | 23.051 | 29,40 | ||||
| 2026-02-05 | 13F | Presper Financial Architects, LLC | 578.397 | 0,46 | 26.629 | 0,03 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 25.289 | 0,00 | 1.164 | -0,43 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 27.371 | 22,79 | 1.249 | 21,64 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 366.027 | 3,69 | 16.852 | 3,24 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 836.222 | 3,66 | 38.148 | 2,71 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 3.998.696 | -0,91 | 184.100 | -0,91 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 127.027 | 4,04 | 5.848 | 3,60 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 23.732 | 306,51 | 1.093 | 305,95 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 20.088 | -7,30 | 925 | -7,78 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 25.749 | 1.185 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 554.683 | -4,57 | 25.538 | -4,99 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 8.430 | 6,67 | 390 | 7,76 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 74.626 | 17,40 | 3.404 | 16,34 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 4.134 | 125,29 | 190 | 126,19 | ||||
| 2026-01-16 | 13F | Tower Wealth Partners, Inc. | 80.153 | 15,11 | 3.690 | 14,63 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 128.632 | -3,02 | 5.922 | -3,42 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 6.549 | -95,25 | 299 | -95,31 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 5.838 | -48,67 | 266 | -49,14 | ||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 313.851 | 5,34 | 14.318 | 4,37 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 931.590 | -2,44 | 40.605 | -8,04 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 63.384 | 0,06 | 2.918 | -0,38 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 327.345 | 18,30 | 14.933 | 17,22 | ||||
| 2026-02-03 | 13F | Maple Capital Management, Inc. | 106.384 | 1,90 | 4.898 | 1,45 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 8.331 | -53,94 | 384 | -53,69 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 96.421 | 0,70 | 4.439 | 0,27 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 307.959 | 14.127 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 13 | 0,00 | 1 | |||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 125.494 | -1,41 | 5.725 | -2,30 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 81 | 0,00 | 4 | 0,00 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 33.550 | 6,17 | 1.545 | 5,68 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 57.371 | -4,32 | 2.627 | -5,37 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 771.443 | 136,21 | 35.517 | 135,20 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 11.848 | 14,84 | 545 | 14,26 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 1.919.010 | 10,23 | 87.887 | 9,02 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 746 | 0,00 | 34 | 0,00 | ||||
| 2026-01-28 | 13F | Arbor Capital Management Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 7.907 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 521.124 | 35,74 | 23.993 | 35,16 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 3.750 | 5,75 | 171 | 4,91 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 313.496 | 10,46 | 14.302 | 9,44 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 18.151 | -39,11 | 828 | -39,65 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 94.641 | 211,37 | 4.357 | 210,11 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 188.525 | 7,53 | 8.681 | 7,08 | ||||
| 2026-02-06 | 13F | Resolute Wealth Strategies, LLC | 249.896 | -0,32 | 11.505 | -0,75 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 15.541 | -1,57 | 716 | -2,05 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 33.526 | 80,89 | 1.529 | 79,25 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 66.538 | 261,82 | 3.063 | 260,35 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 94.253 | -8,43 | 4.300 | -9,27 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 92 | 0,00 | 4 | 0,00 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 33.865 | 0,00 | 1.545 | -0,96 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 376.144 | 1,87 | 17.318 | 1,43 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 27.963 | 166,26 | 1.287 | 165,36 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 4.927 | 227 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 33.559 | 13,52 | 1.545 | 5,39 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 37.583 | -3,91 | 1.729 | -4,32 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 21.262 | 125,16 | 979 | 124,31 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 31.444 | -13,02 | 1.448 | -13,41 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 7.326 | 2,75 | 334 | 1,83 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 8.465 | 680,90 | 391 | 680,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 413.412 | 4.181,84 | 19.033 | 4.167,49 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 1.010.771 | 0,12 | 46.374 | -0,42 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 9.939 | 37,70 | 453 | 36,45 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 578.965 | -0,07 | 27 | 0,00 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 639.090 | 188,01 | 29.424 | 186,77 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 48 | 2 | ||||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 115.823 | 8,38 | 5.333 | 7,91 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 290.490 | -61,88 | 13.432 | -61,48 | ||||
| 2026-01-21 | 13F | Financial & Tax Architects, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 101.835 | 6,99 | 4.688 | 6,52 | ||||
| 2026-01-28 | 13F | Walker Financial Services, Inc. | 156.385 | -26,55 | 7.200 | -26,87 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 215.677 | 9,39 | 9.930 | 8,92 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 5.300 | 0,00 | 244 | -0,41 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 1.146.791 | 3,27 | 52.317 | 2,33 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 20.236 | -1,62 | 923 | -2,53 | ||||
| 2026-02-05 | 13F | R.P. Boggs & Co. | 241.506 | -0,10 | 11.119 | -0,54 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 39.595 | -0,84 | 1.823 | -1,30 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 158.120 | 28,33 | 7.253 | 27,86 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 759.690 | 5,60 | 34.976 | 5,14 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 559 | 0,90 | 26 | 0,00 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 14.088 | -79,81 | 649 | -79,91 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 52.359 | 0,00 | 2.411 | -0,45 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 263.290 | 2,47 | 12.011 | 1,54 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 581.527 | 10,50 | 26.774 | 10,43 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 3.499.700 | 2,44 | 159.656 | 1,50 | ||||
| 2026-01-28 | 13F | Trademark Financial Management, LLC | 9.810 | 35,91 | 452 | 35,44 | ||||
| 2026-04-10 | 13F | Novem Group | 7.650 | 0,26 | 349 | -0,57 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 108 | 5 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 6.501.284 | 32,89 | 296.589 | 31,68 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 63.407 | -5,59 | 2.919 | -5,99 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 6.621 | 11,97 | 302 | 11,03 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 19.436 | 895 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 169.808 | -2,13 | 7.747 | -3,03 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 17 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 373.551 | -0,96 | 17.041 | -1,86 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 1.068.057 | 4,99 | 48.725 | 4,03 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.067 | 284,92 | 94 | 291,67 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.123 | 0,00 | 144 | -0,69 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 111.328 | 7,10 | 5.079 | 6,12 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 519.059 | 24,07 | 23.897 | 23,53 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 12.868 | 592 | ||||||
| 2026-02-10 | 13F | Coyle Financial Counsel LLC | 762.388 | 3,63 | 35.100 | 3,18 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 356.597 | 59,75 | 16.418 | 59,06 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 373.042 | 0,90 | 17.018 | -0,02 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 254.617 | -0,21 | 11.723 | 0,03 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 56.831 | 6,74 | 2.593 | 5,75 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 24.996 | 1.151 | ||||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 1.005.932 | 35,47 | 46.313 | 34,88 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 285.529 | 8,64 | 13.026 | 7,64 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 333.960 | 7,19 | 15.464 | 6,96 | ||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 22.509 | 104,07 | 1.027 | 102,37 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 57 | 0,00 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 10.466 | -3,15 | 482 | -3,61 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 1.574 | 0,00 | 72 | 0,00 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 184.513 | 2.335,49 | 8.417 | 2.318,68 | ||||
| 2026-04-20 | 13F | Kearns & Associates LLC | 18.235 | 1,11 | 832 | 0,12 | ||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 53.092 | 7,30 | 2.444 | 6,82 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 34.005 | -7,13 | 1.551 | -7,95 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 22.169 | 44,76 | 1.021 | 44,07 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 371.856 | 17.120 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 547.955 | 6,34 | 24.998 | 5,37 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 1.018.206 | 4,35 | 46.451 | 3,40 | ||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 77.460 | 4,33 | 3.566 | 3,90 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 1.263.916 | -9,71 | 57.660 | -10,54 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 191.903 | 19,02 | 8.835 | 18,51 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 12.636 | 19,03 | 582 | 18,57 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 380 | -76,51 | 17 | -77,03 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 26.326 | 3,57 | 1.217 | 2,36 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 140.256 | -3,12 | 6.398 | -4,01 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 1.180.978 | 56,22 | 53.876 | 53,72 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 496.151 | 41,07 | 22.843 | 40,33 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 2.857.865 | 1,77 | 130.376 | 0,84 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 1.241 | 0,00 | 57 | -1,75 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 225 | -30,77 | 10 | -33,33 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 34.564 | -73,19 | 1.577 | -73,45 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 6.623 | 28,50 | 305 | 27,73 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 507.657 | 10,26 | 23.159 | 9,26 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 12.245 | 564 | ||||||
| 2026-02-11 | 13F | LCW Services, LLC | 8.035 | 370 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 112.665 | 28,98 | 5.140 | 27,80 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 13.968 | -89,21 | 6.554 | 10,26 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 44.623 | 4,95 | 2.054 | 4,48 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 14.387 | 662 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 1.631.426 | 11,76 | 75 | 11,94 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 3.078.326 | 3.078 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 3.268.874 | 24,91 | 150 | 23,97 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Aspiriant, Llc | 735.702 | 34,32 | 33.872 | 33,74 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 5.785.810 | -7,58 | 266.379 | -7,98 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 69.754 | 25,48 | 3.182 | 24,35 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 11.227 | -5,44 | 517 | -6,01 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 579.529 | 2,55 | 26.438 | 1,61 | ||||
| 2026-01-30 | 13F | Cosner Financial Group, LLC | 21.281 | 2,05 | 980 | 128,74 | ||||
| 2026-02-02 | 13F | Dudley Capital Management, Llc | 8.280 | 0,00 | 381 | -0,26 | ||||
| 2026-02-17 | 13F | Valley Financial Group, Inc. | 21.979 | -24,49 | 1.012 | -24,83 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 13.835.166 | 6,80 | 636.971 | 6,33 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 34.716.320 | 16,16 | 1.598.339 | 15,66 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 8.130 | 33,76 | 374 | 33,10 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 898.544 | 1,80 | 41.128 | 0,71 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 7.288 | -1,47 | 332 | -2,35 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 2.290 | 0,39 | 105 | 0,00 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 11.388 | 527 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 7.686 | 48,90 | 351 | 47,68 | ||||
| 2026-02-23 | 13F | Drake & Associates, LLC | 918.570 | 9,66 | 42.291 | 9,28 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 275.468 | -0,13 | 12.683 | -0,72 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 35.895 | -19,39 | 1.653 | -19,77 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 9.793 | 8,35 | 451 | 7,91 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 17.697 | 0,40 | 815 | -0,12 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 5.425 | 247 | ||||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 407.127 | 6,31 | 18.573 | 5,34 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 33.558 | 6,34 | 1.531 | 5,37 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 112.352 | 3,66 | 5.125 | 2,71 | ||||
| 2026-02-09 | 13F | Goodwin Investment Advisory | 281.767 | 13,77 | 12.973 | 13,27 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 136 | 0,00 | 6 | 0,00 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 111.743 | 2,74 | 5.145 | 2,29 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 65.517 | -6,69 | 2.989 | -7,55 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 16.409 | -43,62 | 755 | -43,87 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 652.885 | -18,50 | 29.785 | -19,24 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6.676 | 305 | ||||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 22.772 | 1,18 | 1.039 | 0,19 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 42.770 | 33,14 | 1.951 | 31,91 | ||||
| 2026-02-05 | 13F | Northwestern Mutual Investment Management Company, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 48.992 | 6,04 | 2.256 | 5,57 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 11.655 | -5,92 | 1 | |||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 9.172 | 422 | ||||||
| 2026-04-24 | 13F | Bayban | 217 | 0,00 | 10 | 0,00 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 542 | 51,40 | 25 | 50,00 | ||||
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 6.976 | 110,37 | 321 | 109,80 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 2.668 | 123 | ||||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 33.543 | -4,38 | 1.530 | -5,26 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 66.987 | -30,36 | 3.084 | -30,65 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 68.979 | -5,23 | 3.176 | -5,65 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 92.442.810 | 3,27 | 4.256.067 | 2,82 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 645.311 | 17,14 | 29.439 | 16,07 | ||||
| 2026-02-06 | 13F | Kilter Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 4.495 | 207 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 203 | -93,24 | 9 | -93,48 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.714 | 124,11 | 124 | 123,64 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 251.985 | 0,02 | 11.496 | -0,90 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 8.638 | 0,00 | 397 | -0,75 | ||||
| 2026-02-17 | 13F | SPWM Advisors LLC | 200.653 | 9.238 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 125 | 12,61 | 6 | 0,00 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 62.724 | 149,54 | 2.888 | 148,45 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 116.590 | 11,79 | 5.319 | 10,77 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 105 | 5 | ||||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 86 | 0,00 | 4 | 0,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 521.481 | 6,64 | 23.790 | 5,66 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 64.366 | 0,75 | 2.963 | 0,30 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 9.929 | 0,00 | 453 | -1,09 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 58.685 | 62,18 | 2.677 | 60,78 | ||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 386.777 | 5,39 | 17.807 | 4,93 | ||||
| 2026-01-29 | 13F | Comerica Bank | 118.747 | 16,11 | 5.467 | 15,61 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 229.002 | 5,64 | 10.543 | 5,19 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 823 | 0,00 | 38 | -2,63 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 68 | 3 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 63.567 | 15,86 | 2.900 | 14,77 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4.005.798 | 3,90 | 182.745 | 2,96 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 102 | 1.175,00 | 5 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 10.289 | 469 | ||||||
| 2026-01-21 | 13F | Provident Living Financial Services, Inc. | 217.444 | 10.011 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 275.387 | 31,73 | 12.679 | 31,16 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 181 | 8 | ||||||
| 2026-02-10 | 13F | Beto Financial Group, Llc | 104.324 | 4.793 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 8.499 | 1,25 | 388 | 0,26 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 27.095 | 314,93 | 1.247 | 314,29 | ||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 767.474 | 5,09 | 35.335 | 4,64 | ||||
| 2026-03-25 | 13F | Mission Financial Group, LLC | 23.471 | 1.081 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 82.040 | 6,36 | 3.770 | 6,14 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 37 | 0,00 | 2 | 0,00 | ||||
| 2026-01-28 | 13F | SilverOak Wealth Management LLC | 156.180 | 4,45 | 7.191 | 4,01 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 134.703 | 153,97 | 6.202 | 152,90 | ||||
| 2026-01-30 | 13F | Wealth Management Resources, Inc. | 657.104 | -7,92 | 30.253 | -8,32 | ||||
| 2025-11-12 | 13F | JT Stratford LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 108.355 | 5 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 4.890.866 | 9,66 | 225.239 | 9,33 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 441.646 | 8,10 | 20.333 | 7,63 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 211 | 10 | ||||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 9.330 | 0,00 | 430 | -0,46 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 591.999 | 5,78 | 27.309 | 5,35 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 368.095 | 4,05 | 16.858 | 2,91 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 2.650 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.216.624 | 2,69 | 56.013 | 2,25 | ||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 5.498 | 0,71 | 253 | 1,20 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 515.541 | 23.736 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 186.094 | -2,57 | 8.490 | -3,46 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 616.475 | 4,42 | 28.124 | 3,47 | ||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 559.240 | 3,80 | 25.792 | 3,35 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 478.045 | -0,04 | 21.808 | -0,95 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 246.253 | 13,99 | 11.340 | 14,01 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 25.338 | 0,17 | 1.156 | -0,77 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 97.192 | 15,88 | 4.434 | 14,81 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 181.883 | 2,26 | 8.374 | 1,81 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 235 | 0,86 | 11 | 0,00 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 4.529 | 209 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 328.956 | 196,91 | 15.145 | 195,63 | ||||
| 2026-02-13 | 13F | TritonPoint Partners, LLC | 79.748 | 3.693 | ||||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 23.541 | -69,04 | 1.084 | -69,20 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.746 | 42,48 | 0 | |||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 97.039 | 9,19 | 4.468 | 8,71 | ||||
| 2026-02-11 | 13F | Gaddis Premier Wealth Advisors LLC | 37.251 | 1.715 | ||||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 18.324 | 109,92 | 844 | 109,18 | ||||
| 2026-02-03 | 13F | Bokf, Na | 12.470 | 574 | ||||||
| 2025-11-07 | 13F/A | Private Management Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 6.235 | 289 | ||||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 110.300 | -60,71 | 5.078 | -60,88 | ||||
| 2026-03-27 | 13F | Fell Capital Management /adv | 15.660 | 721 | ||||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 139.456 | 1,50 | 6.362 | 0,57 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 177 | 0,00 | 8 | 0,00 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 120.076 | -0,42 | 5.484 | -1,37 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 445.748 | 7,97 | 20.335 | 6,99 | ||||
| 2026-01-23 | 13F | Bryant Woods Investment Advisors, LLC | 49.409 | 19,84 | 2.275 | 19,31 | ||||
| 2026-01-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 15.753 | 13,95 | 725 | 13,46 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 175.766 | 6,02 | 8.092 | 5,57 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 27.296 | 0,23 | 1.260 | 0,08 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 10.181.189 | 3,15 | 150.985 | 10,03 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 7.896 | 364 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 4.003.965 | 9,44 | 184.343 | 8,96 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 174.815 | 4,11 | 8.048 | 3,67 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 147.921 | 19,39 | 6.810 | 18,89 | ||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 269.819 | 3,42 | 12.309 | 2,48 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 6.363 | 272 | ||||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 49.544 | 10,36 | 2.260 | 9,39 | ||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 6.268 | 1,24 | 286 | 0,00 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 2.311 | 107 | ||||||
| 2026-01-28 | 13F | Dentgroup LLC | 152.758 | -8,71 | 7.033 | -9,11 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 243.175 | 5,30 | 11 | 10,00 | ||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 393.205 | 15,17 | 18.005 | 14,54 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 32.018 | 5,80 | 1.474 | 5,36 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 60.653 | 9,83 | 2.767 | 8,81 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 2.090.807 | 4,27 | 96.261 | 3,82 | ||||
| 2026-01-23 | 13F | Destiny Capital Corp/CO | 276.908 | -0,98 | 12.749 | -1,42 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 190.368 | 1,03 | 8.685 | 0,10 | ||||
| 2026-02-10 | 13F | Henderson Brothers Financial Partners, LLC | 738.393 | 33.996 | ||||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 83 | 4 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 4.895.618 | 11,95 | 225.394 | 111.481,19 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 6.181.894 | 22,47 | 284.614 | 21,95 | ||||
| 2026-01-22 | 13F | DeDora Capital, Inc. | 580.880 | -2,71 | 26.744 | -3,14 | ||||
| 2026-02-03 | 13F | Primoris Wealth Advisors, Llc | 125.641 | 2,62 | 5.785 | 2,17 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 9.429 | 26,87 | 437 | 26,74 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 3.196.841 | 6,93 | 147 | 6,52 | ||||
| 2026-02-13 | 13F | Boston Partners | 56.010 | 35,06 | 2.593 | 34,77 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 65.546 | -3,63 | 3.012 | -3,65 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 2.739 | 125 | ||||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 14.383 | 17,20 | 656 | 16,11 | ||||
| 2026-02-17 | 13F | Fmr Llc | 13.921.185 | 6,78 | 640.931 | 6,32 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 7.751 | 357 | ||||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 4.384 | 0,83 | 200 | -0,50 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 305 | 14 | ||||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 235.927 | -21,42 | 10.761 | -22,16 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 235.446 | -15,40 | 10.741 | -16,16 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 5.615 | 1,46 | 256 | 0,79 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 182.207 | 32,72 | 8.312 | 31,52 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 108.233 | 19,24 | 4.998 | 19,03 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 133.605 | 31,17 | 6.101 | 30,11 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 10.649 | -15,89 | 490 | -16,24 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 20.299 | 4,20 | 935 | 3,78 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 44.960 | 9,86 | ||||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 379.651 | -0,52 | 17.320 | -1,43 | ||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 496.310 | 4,43 | 22.850 | 3,98 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 692.789 | 0,78 | 31.598 | -0,15 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 20.314 | -3,29 | 935 | -3,71 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 301.405 | 33,78 | 13.877 | 33,21 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 546 | 25 | ||||||
| 2026-01-26 | 13F | Red Mountain Financial, LLC | 83.712 | -5,07 | 3.854 | -5,47 | ||||
| 2026-01-07 | 13F | Permanent Capital Management, LP | 7.942 | 0,00 | 368 | -0,27 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 437.291 | 6,01 | 20 | 5,26 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 25.220 | 5,62 | 1.161 | 5,16 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 12.071 | -2,24 | 553 | -3,33 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 223.497 | 7,33 | 10.218 | 6,58 | ||||
| 2026-04-24 | 13F | Trust Investment Advisors | 18.292 | 0,00 | 834 | -0,95 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 12.455 | 8,04 | 568 | 7,17 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 6.589 | -49,89 | 303 | -50,08 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 74.313 | 3.427 | ||||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 146.874 | 4,08 | 6.700 | 3,12 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 197.735 | 4,16 | 9.104 | 3,70 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 321.372 | 6,53 | 14.796 | 6,06 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 604.293 | 34,67 | 27.568 | 33,44 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.218 | 0,05 | 102 | 0,00 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 182.312 | 3,73 | 8.417 | 3,39 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 9.883 | 33,01 | 451 | 31,87 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 24.132 | -0,65 | 1.101 | -1,61 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 206.822 | 9.522 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 1 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 712.397 | 16,06 | 32.799 | 15,56 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 14.511 | 2,31 | 1 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 111.601 | 190,20 | 5.156 | 187,08 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 436.100 | 0,00 | 20.078 | 0,00 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 895.365 | 6,80 | 40.847 | 5,82 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 15.251 | 1,74 | 702 | 1,30 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 55.126 | 6,43 | 2.515 | 5,45 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 316.985 | 11,35 | 14.461 | 10,34 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 235.822 | 10,27 | 10.758 | 9,26 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 165.990 | 0,74 | 7.594 | 0,11 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 404.100 | 6,89 | 18.435 | 5,60 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 12.683 | 11,59 | 584 | 11,05 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 9.387.074 | 25,17 | 432.181 | 24,63 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 375.669 | 15,87 | 17.396 | 15,62 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.365.381 | 12,99 | 109.031 | 12,63 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 146.956 | 2,91 | 6.766 | 2,45 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 9.318 | -0,04 | 429 | -0,46 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 38.567 | 0,00 | 1.776 | 0,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 11.574.323 | 25,82 | 532.882 | 25,27 | ||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 497.887 | 370,21 | 22.923 | 368,18 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 34.175 | 0,20 | 1.559 | -0,70 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 20.575 | 92,72 | 947 | 92,09 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 1 | -75,00 | 0 | |||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 85.788 | -0,34 | 3.929 | -1,46 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 357.922 | 1,55 | 16.479 | 1,10 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 1.196.042 | 13,83 | 55.147 | 13,41 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 834 | 0,00 | 38 | 0,00 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 78.374 | 3,78 | 3.608 | 3,35 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 34.848 | 1,48 | 1.604 | 1,07 | ||||
| 2026-01-09 | 13F | Capital CS Group, LLC | 5.795 | -6,89 | 267 | -7,32 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 144.784 | -8,95 | 6.666 | -9,34 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 1.091.929 | 5,88 | 49.814 | 4,91 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 59.973 | -0,59 | 2.736 | -1,51 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1.705 | 78 | ||||||
| 2026-02-02 | 13F | Chung Wu Investment Group, LLC | 1.500 | 0,00 | 69 | 0,00 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 134.424 | 2,34 | 6.189 | 1,89 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 10.973 | 1,25 | 501 | 0,40 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 13.968 | 643 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 52.163 | 24,58 | 2.402 | 24,02 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 25.169 | 25,73 | 1.159 | 25,19 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 968.669 | 3,93 | 44.191 | 2,98 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 31.072 | 151,94 | 1.418 | 149,91 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 581.770 | -5,05 | 26.540 | -5,91 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 143.907 | 43.508,18 | 6.664 | 44.320,00 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 76.538 | 8,71 | 3.524 | 8,23 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 14.415 | 28,02 | 664 | 27,50 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 329.316 | 3,61 | 15.023 | 2,67 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 5.163 | 238 | ||||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 44.499 | 3,22 | 2.030 | 2,32 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 21.620 | 995 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 6.092 | 0,00 | 278 | -1,07 | ||||
| 2026-01-30 | 13F | Reicon Wealth Advisors, Llc | 5.200 | 239 | ||||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 18.840 | 63,03 | 867 | 62,36 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 129.763 | 6,11 | 5.920 | 5,13 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 34.016 | 2,33 | 1.566 | 1,89 | ||||
| 2026-02-11 | 13F | Goodman Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Betterment LLC | 116.703 | 11,16 | 5 | 25,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 51.306 | 0,34 | 2.383 | 0,42 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 18.747 | -1,61 | 863 | -2,04 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 39.187 | 5,81 | 1.804 | 5,37 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 126.222 | 25,83 | 5.811 | 25,29 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 15.891 | 0,01 | 732 | -0,41 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 3.627.370 | 67,13 | 167.004 | 66,41 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 57.123 | 8,96 | 2.630 | 8,46 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 18.239 | -12,54 | 832 | -13,33 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 10.625 | 20,82 | 489 | 20,44 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 18.240 | 0,00 | 840 | -0,47 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Sonoma Allocations LLC | 199.712 | -31,21 | 9.182 | -32,42 | ||||
| 2026-02-04 | 13F | Investment Advisory Services Group LLC | 423.018 | 19.476 | ||||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 31.807 | -2,39 | 1.464 | -2,79 | ||||
| 2026-02-13 | 13F | Abbot Financial Management, Inc. | 29.230 | 23,26 | 1.346 | 22,72 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 2.708.377 | 4,71 | 124.694 | 4,25 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 77.792 | 6,71 | 3.549 | 5,72 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 136.201 | 36,97 | 6.271 | 36,48 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 313.395 | -0,65 | 14.297 | -1,56 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 142.634 | 77,90 | 6.567 | 77,12 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 2.872.433 | 5,30 | 132.247 | 4,84 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Strata Wealth Advisors, LLC | 101.876 | 35,22 | 4.690 | 34,65 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 510.486 | 26,04 | 23.503 | 25,49 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 11.251 | -2,68 | 518 | -3,00 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 152.587 | 4,04 | 6.961 | 3,10 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 299.574 | 19,38 | 13.786 | 19,10 | ||||
| 2026-02-05 | 13F | Landmark Wealth Management, LLC | 133.082 | 6,81 | 6.127 | 6,35 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 1.523.999 | 1,31 | 69.525 | 0,39 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 112.949 | -4,46 | 5.200 | -4,87 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 250.481 | 8,88 | 11.532 | 8,41 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 39 | -75,62 | 2 | -85,71 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 5.628 | 17,15 | 259 | 16,67 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 166.257 | 0,99 | 7.654 | 0,55 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 128.999 | 8,90 | 5.939 | 8,44 | ||||
| 2025-11-14 | 13F | Vident Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 336.527 | 13,38 | 15.494 | 12,89 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 641 | 0,00 | 30 | 0,00 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Riverpoint Wealth Management Holdings, LLC | 484.385 | 7,84 | 22.301 | 7,38 | ||||
| 2026-01-23 | 13F | Split Rock Private Trading & Wealth Management, LLC | 305.098 | 14.047 | ||||||
| 2026-01-12 | 13F | PUREfi Wealth, LLC | 5.980 | 275 | ||||||
| 2026-02-12 | 13F | Correct Capital Wealth Management | 855.857 | 4,85 | 39.404 | 4,40 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 4.936 | 227 | ||||||
| 2026-01-28 | 13F | Lebenthal Global Advisors, LLC | 180.335 | -45,55 | 8.303 | -45,79 | ||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 88.638 | 4,05 | 4.081 | 3,61 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 369.509 | 11,89 | 16.964 | 11,58 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 187.357 | 37,29 | 8.547 | 36,03 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 8.457 | -20,18 | 386 | -20,94 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 182.664 | 11,23 | 8.408 | 10,36 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 591.509 | 40,06 | 27.233 | 39,46 | ||||
| 2025-11-07 | 13F | Wealthcare Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 4.469 | 206 | ||||||
| 2026-02-03 | 13F | F/M Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Souders Financial Advisors | 653.982 | 12,37 | 30.109 | 11,88 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 428.567 | 8,26 | 19.846 | 8,41 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 11.574 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 150.154 | 6.913 | ||||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 111.596 | 5.138 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 72.039 | -21,96 | 3.317 | -22,31 |
