Grundlæggende statistik
| Institutionelle ejere | 751 total, 751 long only, 0 short only, 0 long/short - change of 4,29% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9652 % - change of 8,66% MRQ |
| Institutionelle aktier (lange) | 664.223.168 (ex 13D/G) - change of 33,93MM shares 5,38% MRQ |
| Institutionel værdi (lang) | $ 18.004.069 USD ($1000) |
Institutionelt ejerskab og aktionærer
Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF (US:FNDX) har 751 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 664,223,168 aktier. Største aktionærer omfatter Charles Schwab Investment Management Inc, Captrust Financial Advisors, Keybank National Association/oh, McAdam, LLC, Boulay Financial Advisors, LLC, Ameriprise Financial Inc, Signature Estate & Investment Advisors Llc, Steele Capital Management, Inc., Morgan Stanley, and Envestnet Asset Management Inc .
Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF (ARCA:FNDX) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 28, 2026 is 29,56 / share. Previously, on April 29, 2025, the share price was 22,82 / share. This represents an increase of 29,54% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 107.844 | -9,27 | 2.934 | -6,14 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 1.966.144 | 3,62 | 53.499 | 7,21 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 9.660 | -27,00 | 263 | -24,71 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 657.175 | 10,57 | 17.882 | 14,39 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 4.239 | 18,84 | 115 | 23,66 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 226 | 6 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 753.493 | -25,00 | 20.503 | -22,40 | ||||
| 2026-01-26 | 13F | Invested Advisors | 13.373 | 49,04 | 364 | 70,42 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 119.595 | 0,01 | 3.254 | 3,47 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 812.097 | -6,88 | 22.097 | -3,66 | ||||
| 2026-03-05 | 13F | Mengis Capital Management, Inc. | 23.604 | 5,51 | 642 | 9,18 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 5.979 | 0,00 | 167 | 2,47 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 3.096 | 84 | ||||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 45.750 | 1.245 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 1.110.269 | 10,13 | 30.211 | 13,94 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 13.953 | -5,35 | 389 | -3,24 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 995 | 0 | ||||||
| 2026-04-21 | 13F | Foster & Motley Inc | 318.893 | 13,13 | 9 | 14,29 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 51 | 1 | ||||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 660 | 18 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 45.285 | -0,19 | 1.261 | 2,19 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 46.452 | 184,06 | 1.294 | 191,22 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 853.852 | 32,50 | 17.035 | 0,52 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 14.627 | 407 | ||||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 1.358 | 82,77 | 37 | 89,47 | ||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 20.431 | -1,03 | 556 | 2,40 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 78.095 | -15,41 | 2.125 | -12,52 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.664 | 45 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 455.679 | 7,08 | 12.399 | 10,78 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 47.874 | 1,25 | 1.333 | 3,65 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 148.999 | 4,24 | 4.054 | 7,85 | ||||
| 2025-11-04 | 13F | Jackson Creek Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Safe Harbor Family Capital, LLC | 126.145 | 3.432 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 31.228 | -2,76 | 850 | 0,59 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 21.404 | 0,00 | 582 | 3,56 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 75.391 | 18,25 | 2.051 | 22,37 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 15.017 | 0,00 | 409 | 3,55 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 2.178.555 | 8,20 | 60.673 | 10,74 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 1.367.927 | 1,86 | 37.221 | 5,38 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 26.895 | 1,48 | 732 | 4,88 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 29.793 | 0,00 | 811 | 3,45 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 11.002 | 6,65 | 299 | 10,33 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 62.257 | 28,02 | 1.734 | 30,99 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 2.889 | 0,00 | 79 | 4,00 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 13.270 | -0,33 | 370 | 1,93 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 24.050 | 654 | ||||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 39.040 | 39,38 | 1.087 | 42,65 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 2.661 | 72 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 12.385 | 158,83 | 337 | 169,60 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 36.243 | -50,53 | 986 | -48,81 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 32 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 11.686 | 318 | ||||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 2.329.590 | -2,15 | 64.879 | 0,15 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 65.507 | 26,89 | 1.782 | 31,32 | ||||
| 2025-11-05 | 13F | Soundwatch Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 11.940 | 0,23 | 333 | 2,47 | ||||
| 2026-04-22 | 13F | Nicholson Meyer Capital Management, Inc. | 418.625 | -0,19 | 11.659 | 2,16 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 302.089 | -45,73 | 8.452 | -45,58 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 78 | 0,00 | 2 | 0,00 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 5.961 | 0,00 | 162 | 3,85 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 333.215 | -0,27 | 9.067 | 3,18 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 22.069 | 41,08 | 615 | 44,47 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 421.121 | 35,56 | 11.459 | 40,24 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Seven Springs Wealth Group, LLC | 13.790 | 0,00 | 375 | 3,59 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 78.395 | 3,49 | 2.133 | 7,08 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 958.392 | 6,25 | 26.078 | 9,93 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 318 | 112,00 | 0 | |||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 1.051.900 | -19,71 | 29.579 | -18,52 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 91.067 | -0,65 | 2.478 | 2,78 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 6.727 | 0,04 | 183 | 3,98 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 120.514 | 6,56 | 3.279 | 10,26 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 14.243 | 85,05 | 388 | 91,58 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Solitude Financial Services | 935.707 | 1,88 | 27.145 | 8,62 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 179.386 | 20,29 | 4.996 | 23,12 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 589 | 0,34 | 16 | 6,67 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 19.592 | 0,04 | 533 | 3,50 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 30.115 | 21,89 | 819 | 26,19 | ||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 11.066 | 0,00 | 301 | 3,44 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 15.827 | -8,49 | 441 | -6,38 | ||||
| 2026-04-21 | 13F | Maseco Llp | 80.446 | -7,10 | 2.240 | -4,92 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 88.428 | 2.326 | ||||||
| 2026-04-23 | 13F | Simmons Bank | 11.076 | 0,00 | 308 | 2,33 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 10.667 | 0,00 | 297 | 2,41 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 5.388 | 0,00 | 147 | 3,55 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 8.425.671 | 4,94 | 234.655 | 7,41 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 7.392 | 201 | ||||||
| 2026-02-10 | 13F | Zhang Financial LLC | 10.797 | 17,50 | 294 | 21,58 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1.144.416 | -14,92 | 31.872 | -12,92 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 99.819 | -50,90 | 2.716 | -49,20 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 57.112 | 4,01 | 1.554 | 7,62 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 2.248 | 0,31 | 63 | 1,64 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 105.539 | 1,13 | 2.939 | 3,52 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 563.449 | 1,96 | 15.692 | 4,36 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 24.965 | -1,75 | 695 | 0,58 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 10.228 | 0,00 | 278 | 3,73 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 637.515 | 603,01 | 17.755 | 619,66 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 1.532 | 7,43 | 43 | 10,53 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 264.710 | 7.372 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 407.463 | -15,79 | 11.348 | -13,81 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 6.979 | 45,18 | 184 | 56,41 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 9.762 | 0,00 | 272 | 2,26 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 36.080 | 0,41 | 1.005 | 2,76 | ||||
| 2026-01-27 | 13F | Aspiring Ventures, LLC | 69.576 | -0,63 | 1.893 | 2,82 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 35.758 | -7,89 | 973 | -4,80 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 584.018 | 1,68 | 15.891 | 12,74 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 64.940 | -0,06 | 1.809 | 2,26 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 588 | -63,84 | 16 | -64,29 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 12.956 | -5,31 | 361 | -3,23 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 51.922 | 1,58 | 1.413 | 5,06 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 46.782 | 1.273 | ||||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 12.922 | 0,00 | 360 | 2,28 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 25.087 | 5,71 | 709 | 13,62 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 10.630 | 0,85 | 289 | 4,33 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 130.953 | -32,70 | 3.563 | -30,37 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 13.993 | -3,59 | 390 | -1,27 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 790 | 0,00 | 21 | 5,00 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 10.490 | 13,95 | 285 | 25,00 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 19.657 | 46,07 | 547 | 49,45 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 3.782.869 | 7,01 | 102.932 | 10,71 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 22.493 | 25,83 | 612 | 30,21 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 105.536 | 18,72 | 2.872 | 22,80 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 741.202 | 0,50 | 20.642 | 2,87 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 175.773 | -4,88 | 4.895 | -2,65 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 10.868 | 6,29 | 296 | 10,07 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 200.766 | 5,65 | 5.281 | 13,23 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 64.265 | 13,09 | 1.749 | 17,00 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 30.255 | 7,15 | 823 | 10,92 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 645 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Breakwater Capital Group | 308.870 | 15,23 | 8.602 | 17,95 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 8.121 | -39,26 | 221 | -37,32 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 3.930 | 107 | ||||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 837.371 | -1,13 | 23.321 | 1,19 | ||||
| 2026-02-11 | 13F | Coastwise Capital Group, LLC | 12.558 | 0,37 | 342 | 3,65 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 342.744 | -35,58 | 9.326 | -33,35 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 416.723 | -2,22 | 11.606 | 0,08 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 19.102 | 45,35 | 532 | 49,02 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 5.151.322 | 13,14 | 140.167 | 17,05 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 29.520 | -4,98 | 803 | -1,71 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 267 | 0,00 | 7 | 16,67 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 15.135 | -8,53 | 412 | -5,52 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 19.777 | 0,00 | 551 | 2,23 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 36.919 | -0,10 | 1.028 | 2,29 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 12.788 | 0,26 | 348 | 3,58 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 2.983 | 0,44 | 81 | 3,85 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 612.591 | 266,87 | 16.669 | 279,59 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 20.441 | 11,83 | 569 | 14,49 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 5.222.076 | 6,56 | 142.093 | 10,24 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 4.666.563 | 0,00 | 126.977 | 3,46 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 13.457 | 2,91 | 375 | 5,35 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 184.682 | -4,85 | 5.143 | -2,61 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 574.083 | 1,57 | 15.621 | 5,08 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 17.910 | 0,00 | 487 | 3,40 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 1.434 | 0,00 | 40 | 0,00 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 18.410 | 0,77 | 513 | 3,02 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 162.708 | 0,07 | 4.427 | 3,53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 111.013 | 1,87 | 3.098 | 4,49 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 12.844 | 0,00 | 358 | 2,29 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 23.770 | 647 | ||||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.608 | 0 | ||||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 159.248 | 208 | ||||||
| 2026-02-11 | 13F | HC Advisors, LLC | 8.304 | 0,00 | 226 | 3,21 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 254.175 | -0,73 | 7.079 | 1,61 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 330.599 | -0,73 | 8.996 | 2,69 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 2.277 | 0,00 | 63 | 3,28 | ||||
| 2025-10-29 | 13F | Bfsg, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 372 | 10 | ||||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 3.142.622 | 0,00 | 85.511 | 3,46 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 111.209 | -3,24 | 3.097 | -0,96 | ||||
| 2026-02-12 | 13F | Boulay Financial Advisors, LLC | 9.126.260 | 4,03 | 248.326 | 7,63 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 348 | 0,00 | 9 | 0,00 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.346 | 0,00 | 37 | 2,78 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 14.353 | 391 | ||||||
| 2026-01-23 | 13F | Valley Brook Capital Group, Inc. | 7.578 | 206 | ||||||
| 2026-02-11 | 13F | Aufman Associates Inc | 574.608 | 489,19 | 15.635 | 509,79 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 2.310 | 0,00 | 64 | 3,23 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 8.994 | 0,00 | 245 | 3,39 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 95.144 | 1,98 | 2.589 | 5,50 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 2.232 | 0,00 | 62 | 3,33 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 36.795 | 1,06 | 1.001 | 4,60 | ||||
| 2026-02-04 | 13F | Marco Investment Management Llc | 8.404 | 0,00 | 229 | 3,17 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 11.041 | 0,45 | 300 | 3,81 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 278.303 | 0,16 | 7.573 | 3,63 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.937.060 | 5,40 | 52.707 | 9,04 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 31.833 | 0,00 | 837 | 7,17 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 54.205 | -2,52 | 1.475 | 0,82 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 7.285 | 203 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 60.152 | 12,44 | 1.637 | 16,28 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 81.804 | 1,22 | 2.278 | 3,64 | ||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 12.517 | 12,88 | 341 | 16,84 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 84.475 | 5,19 | 2.299 | 8,81 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 13.572 | 13,46 | 369 | 16,77 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 50.154 | -17,25 | 1.365 | -14,38 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 128.824 | 5,06 | 3.505 | 8,72 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 548.912 | 42,19 | 15.287 | 45,54 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 7.811 | 0,00 | 218 | 2,36 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1.842 | 50 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 116.862 | 3,88 | 3.180 | 7,47 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 7.935 | 0,00 | 216 | 3,37 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 14.212 | 0,16 | 396 | 2,33 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 270.675 | 1,86 | 7.365 | 5,38 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 605.014 | 2,60 | 17 | 0,00 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 117 | 0,00 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 56.351 | 2,61 | 1.533 | 6,16 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 2.100 | 0,00 | 57 | 3,64 | ||||
| 2026-04-20 | 13F | Schwab Charitable Fund | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 1.888 | 0,00 | 53 | 1,96 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 88.118 | 9,03 | 2.398 | 12,80 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2.528.667 | 3.064,00 | 68.805 | 3.174,87 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 161.470 | -10,69 | 4.497 | -8,60 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 36.808 | 0,00 | 1.002 | 3,41 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 1.384 | -14,20 | 38 | -11,90 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 504 | 0,00 | 14 | 0,00 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 3.906 | -2,18 | 106 | 0,95 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 2.979 | 0,00 | 83 | 1,23 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 163.983 | 121,35 | 4.500 | 147,61 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 59.391 | 0,00 | 1.654 | 2,35 | ||||
| 2026-02-04 | 13F | Urban Financial Advisory Corp | 794.139 | 13,03 | 21.609 | 16,94 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 24.873 | -8,13 | 693 | -5,98 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 10.690 | 0,44 | 298 | 2,77 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 8.487.899 | 16,11 | 230.957 | 20,21 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | VVR Holdings LLC | 643.199 | 1,39 | 17.913 | 3,78 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 10.065 | 274 | ||||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 20.908 | 20,97 | 582 | 23,83 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 7.690 | 0,00 | 214 | 2,39 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 7.340 | 0,45 | 200 | 3,65 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 585 | 16,77 | 16 | 15,38 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 144 | 0,00 | 4 | 33,33 | ||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 65.900 | -10,27 | 1.793 | -7,15 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 2.773 | 0,00 | 77 | 2,67 | ||||
| 2026-02-09 | 13F | Pacific Wealth Strategies Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 144.819 | 2,57 | 4.033 | 5,00 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 19.445 | 16,11 | 542 | 18,90 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 13.545 | 0,22 | 369 | 3,66 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 89.026 | 4,36 | 2.422 | 7,98 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 594 | 16 | ||||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 56.384 | -12,18 | 1.570 | -10,08 | ||||
| 2026-01-21 | 13F | Yousif Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 305.230 | 1,92 | 8.305 | 5,45 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 8.477 | 6,39 | 231 | 10,05 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 180.099 | 0,00 | 4.901 | 3,46 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 7.726 | 210 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 153.759 | 2,86 | 4.184 | 6,41 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 8.605 | 0,46 | 234 | 4,00 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 8.959 | -20,04 | 244 | -17,35 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 83 | 2 | ||||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 10.839 | 295 | ||||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 413.443.221 | 1,04 | 11.249.790 | 4,53 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 873.054 | -4,78 | 24.315 | -2,54 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 597 | 0,00 | 17 | 0,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 87.695 | 2.386 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 170.866 | 7,84 | 4.649 | 11,57 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 753 | 21 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 485.215 | 4,55 | 13.203 | 8,16 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 507 | 14 | ||||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 119.420 | 0,00 | 3.249 | 0,00 | ||||
| 2026-02-11 | 13F | Heartland Advisors Inc | 921 | 0,00 | 25 | 4,17 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 415.305 | 17,86 | 11.566 | 20,64 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 2.545 | 15,31 | 69 | 18,97 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 3.830 | -7,87 | 104 | -4,59 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 446.644 | 3,40 | 12 | 9,09 | ||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 8.259 | 225 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 20.649 | -44,20 | 562 | -42,34 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 2.049 | 0,00 | 56 | 3,77 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 258.343 | -1,42 | 7.030 | 1,99 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 114.775 | -5,17 | 3.123 | -1,89 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 131.337 | 0,94 | 3.658 | 3,31 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 36.821 | 5,79 | 1.002 | 9,40 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 987.609 | -0,92 | 27.505 | 1,41 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 2 | 0 | ||||||
| 2026-04-02 | 13F | Collective Family Office Llc | 365.247 | 7,45 | 10.172 | 9,98 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 1.500 | 41 | ||||||
| 2026-02-13 | 13F | Clarkston Capital Partners, LLC | 474.710 | 119,26 | 12.917 | 126,84 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 39.701 | -54,66 | 1.080 | -53,08 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 2.183.679 | -6,04 | 60.815 | -3,83 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Bravera Wealth | 191.643 | 21,29 | 5.337 | 24,15 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 1.416 | 0,35 | 39 | 2,70 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 3.387 | -5,18 | 94 | -3,09 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 89.751 | -4,01 | 2.500 | -1,77 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 21.022 | 2,06 | 572 | 5,73 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 14.574 | 0,39 | 406 | 2,53 | ||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 288 | 8 | ||||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 9.160 | 0,00 | 249 | 3,75 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 12.698 | -17,81 | 354 | -15,95 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 4.093.713 | -29,83 | 111.390 | -27,40 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 555 | 15 | ||||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 24.516 | -21,54 | 667 | -18,76 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 8.574 | -9,82 | 242 | -4,37 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 9.120 | 0,00 | 248 | 3,77 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 27.388 | -27,03 | 745 | -24,52 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 3.130.851 | 1,38 | 85.190 | 4,88 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 105.806 | 4,45 | 2.947 | 6,89 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 557 | 0,00 | 15 | 7,14 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 124.849 | -0,28 | 3.477 | 2,08 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 120.471 | 1,64 | 3.355 | 111.733,33 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 8.642 | 235 | ||||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 55.322 | 8,76 | 1.505 | 12,57 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 11.229 | -6,72 | 306 | -3,48 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 366.970 | -1,32 | 9.985 | 2,10 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 441 | 0,00 | 12 | 10,00 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 44.570 | 123,11 | 1.213 | 130,86 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 764 | -24,65 | 21 | -23,08 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 41.338 | 65,29 | 1.151 | 69,26 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 15.753 | 0,00 | 429 | 3,38 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 28.795 | 50,37 | 785 | 56,06 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 3.493.029 | -2,88 | 95.045 | 0,48 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 1.847.946 | 4,96 | 50 | 8,70 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 20.721 | 564 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2.683.602 | 1,30 | 74.738 | 3,69 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 62.868 | -1,36 | 1.711 | 2,03 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 380.185 | 28,37 | 10.345 | 32,82 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 50.175 | 1,45 | 1.397 | 3,87 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9.606 | 8,08 | 261 | 12,02 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 48.030 | -11,49 | 1.338 | -9,42 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 4.208 | 0,62 | 117 | 3,54 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 48.309 | 2,72 | 1.345 | 5,16 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 17.305 | -8,21 | 471 | -5,05 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 4.362 | 0,00 | 119 | 3,51 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 62.531 | 20,09 | 1.701 | 22,82 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 177.821 | 3,74 | 4.839 | 7,34 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 2.835 | 77 | ||||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 285 | -11,49 | 8 | -12,50 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 14.595 | 0,00 | 397 | 3,66 | ||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 89 | 2 | ||||||
| 2026-02-12 | 13F | Investment Research Partners LLC | 11.362 | 0,00 | 309 | 1,98 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 23.399 | -26,36 | 637 | -25,09 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 14.187 | 0,00 | 395 | 2,33 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 7.494 | 0,00 | 209 | 2,46 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 1.914.777 | 4,97 | 53.327 | 7,44 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 12.653 | -5,46 | 352 | -3,30 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 409.100 | 0,00 | 11.393 | 2,35 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 401.478 | 114,75 | 10.924 | 122,21 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 6.112.690 | 1,03 | 166.326 | 4,53 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 411.874 | 11.207 | ||||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 9.442 | 6,39 | 257 | 9,87 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 174.986 | -2,57 | 4.873 | -0,29 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 432.500 | 2,01 | 11.768 | 5,53 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 394.397 | 17,37 | 10.984 | 20,12 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 26.725 | 0,37 | 744 | 2,76 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 588.939 | -13,54 | 16.025 | -10,54 | ||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 12.591 | 343 | ||||||
| 2025-11-07 | 13F | TT Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | American Trust | 393.103 | -2,15 | 10.696 | 1,23 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 188.132 | 0,33 | 5.119 | 3,81 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 6.438 | -24,88 | 179 | -23,18 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 961.046 | 3,72 | 26.765 | 6,16 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 33.038 | 5,38 | 899 | 8,98 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 37.691 | -0,96 | 1.050 | 1,35 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 88 | 1,15 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 127.507 | 5,42 | 3.551 | 7,90 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 236.154 | 2,92 | 6.577 | 5,33 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 42.262 | 0,00 | 1.150 | 3,42 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 7.826 | 0,36 | 218 | 2,36 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 17.403 | 0,03 | 485 | 2,33 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 325.748 | -2,35 | 8.846 | 0,83 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 228.266 | 0,16 | 6.357 | 2,52 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 17.452 | -64,14 | 475 | -62,94 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 27.166 | 8,19 | 739 | 11,97 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 602 | 0,33 | 17 | 0,00 | ||||
| 2026-01-23 | 13F | Ashford Advisors, LLC | 1.835.393 | -2,17 | 49.941 | 1,21 | ||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 73.318 | 1.995 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 377.494 | 4,77 | 11 | 11,11 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 14.791 | -36,45 | 0 | |||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 734.136 | 4,05 | 20.446 | 6,50 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 14.216 | -0,21 | 396 | 2,07 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 21.393.347 | 25,67 | 582.113 | 30,02 | ||||
| 2026-02-17 | 13F | Schrum Private Wealth Management LLC | 74.793 | 1,02 | 2.035 | 4,52 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 24.415 | 112,86 | 1 | |||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 13.482 | 1,64 | 375 | 4,17 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14.966 | -13,04 | 417 | -11,11 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 779.599 | 187,54 | 21.213 | 197,50 | ||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 126.937 | 3,46 | 3.454 | 7,04 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 95.367 | -49,16 | 2.595 | -47,42 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 6.979 | 103,35 | 190 | 133,33 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 13.389 | 0,00 | 379 | 7,39 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 14.288 | 398 | ||||||
| 2026-01-07 | 13F | Wisconsin Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Next Capital Management LLC | 120.237 | 14,33 | 3.272 | 18,30 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 494.636 | 7,82 | 13.776 | 10,35 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 50.637 | 45,22 | 1 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 149.389 | 27,14 | 4.065 | 31,52 | ||||
| 2026-02-19 | 13F | ATX Financial Planning, LLC | 12.456 | 339 | ||||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 7.551 | 85,89 | 205 | 93,40 | ||||
| 2026-02-06 | 13F | Plan A Wealth LLC | 19.623 | -0,80 | 534 | 2,50 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 171.751 | 2,18 | 4.783 | 4,59 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 1.206.271 | 5,41 | 32.828 | 9,07 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 645 | 19 | ||||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 286 | -4,67 | 8 | 0,00 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 9.267 | 0,00 | 252 | 3,70 | ||||
| 2026-01-27 | 13F | Stillwater Wealth Management Group | 98.970 | 2.693 | ||||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 7.436 | -35,09 | 202 | -32,89 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 13.545 | 9,87 | 377 | 12,54 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 1.047.751 | 1,11 | 29.180 | 3,49 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 17.475 | 0,00 | 487 | 2,32 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 33.410 | -12,40 | 930 | -10,32 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 161.766 | -5,53 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 882.278 | 5,47 | 24.571 | 7,95 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 5.154.200 | -16,42 | 140.246 | -13,52 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 6.285 | 21,10 | 172 | 26,47 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.498.468 | 5,49 | 39.887 | 6,77 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 608.089 | -0,32 | 16.935 | 2,03 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 9.368 | 273 | ||||||
| 2026-02-13 | 13F | McAdam, LLC | 9.179.896 | 4,90 | 249.785 | 8,53 | ||||
| 2026-02-17 | 13F | Creative Planning | 2.121.741 | 54,46 | 57.733 | 59,80 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 189 | 0,00 | 5 | 0,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 500 | 390,20 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 22.613 | 615 | ||||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 37.658 | -0,93 | 1.025 | 2,50 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 15 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 269.852 | -42,53 | 7.515 | -41,18 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 5.832 | 0,00 | 159 | 3,27 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 529.604 | -1,84 | 14.411 | 1,56 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 141 | 4 | ||||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 105.336 | 126,46 | 2.866 | 134,34 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 425.765 | 2,99 | 11.585 | 6,56 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 212.026 | 4,55 | 5.769 | 8,18 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 9.992 | 278 | ||||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1.704.754 | -0,65 | 47.477 | 1,68 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 14.722 | -23,08 | 401 | -20,48 | ||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 80.763 | -1,43 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 1.145 | 31 | ||||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 66.761 | 0,21 | 1.817 | 3,65 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 379.900 | 5,90 | 10.337 | 9,53 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 104.223 | 0,00 | 2.836 | 0,00 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 55.217 | -0,49 | 1.538 | 1,86 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 969 | 0,00 | 26 | 4,00 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 1.969 | 0,00 | 55 | 1,89 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 12.750 | 347 | ||||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 21.148 | 575 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 2.341.622 | -7,89 | 63.716 | -4,70 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.626 | 0,00 | 45 | 2,27 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 15.480 | 1,12 | 421 | 4,73 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 8.199 | 0,00 | 223 | 3,72 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 13.074 | -3,79 | 356 | -0,56 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 78.318 | -81,25 | 2 | -80,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 652.918 | 2,78 | 18.184 | 5,20 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 7.391 | 201 | ||||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1.594.298 | 1,12 | 44.401 | 3,50 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 137.409 | 0,12 | 3.739 | 3,57 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 53.524 | 0,44 | 1.456 | 3,93 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1.702.554 | 29,29 | 47.416 | 32,34 | ||||
| 2026-01-27 | 13F | PFG Advisors | 91.383 | -2,92 | 2.487 | 0,44 | ||||
| 2025-10-31 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 45.919 | -4,74 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 769 | 1.378,85 | 21 | 1.900,00 | ||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 41.868 | 9,71 | 1.139 | 13,56 | ||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 17.607 | -41,99 | 479 | -40,57 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 113.931 | 41,29 | 3.100 | 46,23 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 43.547 | 1,71 | 1.213 | 4,03 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 601.226 | -16,15 | 16.744 | -14,18 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 440 | 12 | ||||||
| 2025-11-03 | 13F | Alpha Cubed Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 14.252 | -10,43 | 397 | -8,33 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 8.007 | 218 | ||||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 7.999 | 0,00 | 218 | 3,33 | ||||
| 2026-01-23 | 13F | Allen Wealth Management, Llc | 918.905 | -5,32 | 25.003 | -2,05 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 420 | 0,48 | 11 | 0,00 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 13.142 | 0,00 | 366 | 2,52 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 279 | 0,00 | 8 | 0,00 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 42 | 0,00 | 1 | 0,00 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 70.689 | 2,37 | 1.969 | 4,79 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 42.631 | 1.160 | ||||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 13.200 | 0,00 | 359 | 3,46 | ||||
| 2025-11-26 | 13F | Lantern Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 3.360 | 0,00 | 94 | 2,20 | ||||
| 2026-01-30 | 13F | Wealth Forward, LLC | 548.481 | 0,40 | 14.924 | 3,88 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 155.097 | 0,00 | 4.319 | 2,35 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 7.654 | -8,79 | 213 | -6,58 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 189.064 | 0,02 | 5.144 | 3,48 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 410.994 | -1,45 | 10.809 | 5,62 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 86.052 | 0,00 | 2.397 | 2,35 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 7.611 | 0,00 | 212 | 1,93 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 300 | 0,00 | 8 | 14,29 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 76.281 | 87,72 | 2.076 | 94,29 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 6.785 | 0,00 | 185 | 3,37 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 5.196 | 6,26 | 141 | 10,16 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 530 | 14 | ||||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 23.326 | -0,04 | 635 | 3,43 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 478.489 | -0,17 | 13.020 | 3,28 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 20.531 | -1,85 | 559 | 1,45 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 2.922 | 0,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 22.120 | 602 | ||||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 33.975 | 12,09 | 946 | 14,81 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 27.437 | 2,58 | 747 | 6,12 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 1.530 | 42 | ||||||
| 2026-02-09 | 13F | Smithfield Trust Co | 9.540 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 2.058.397 | -9,74 | 56.014 | -6,38 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 14.537 | -40,54 | 396 | -38,57 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 213.131 | 63,49 | 5.799 | 69,17 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 62.929 | 7,23 | 1.753 | 9,77 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 3.885 | 0,00 | 108 | 2,86 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 64.511 | -2,46 | 1.797 | -0,17 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 7.510 | 209 | ||||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 245.329 | 2,03 | 6.675 | 5,57 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 13.746 | 0,00 | 374 | 3,60 | ||||
| 2026-02-06 | 13F | Platt Wealth Management LLC | 32.979 | 1 | ||||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 12.792 | 0,00 | 356 | 2,30 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 70.974 | -8,05 | 1.980 | -6,52 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 18.116 | 4,76 | 493 | 8,37 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 11.044 | 36,08 | 301 | 40,85 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 45.548 | 6,94 | 1.269 | 9,50 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 12.507 | 0 | ||||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 1.227 | -78,81 | 0 | |||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 1.043.467 | -0,61 | 29.061 | 1,73 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 28.048 | 187,44 | 763 | 198,05 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 1.818 | -49,68 | 51 | -48,98 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 23.653 | 8,26 | 644 | 12,02 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Hrc Wealth Management, Llc | 31.953 | -0,17 | 869 | 3,33 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 10.009 | -26,12 | 274 | -23,03 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 888.910 | 2,22 | 24.756 | 4,63 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 202.910 | 6,04 | 5.521 | 9,72 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2.031.747 | -0,78 | 56.584 | 1,56 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 29.749 | 1,01 | 1 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 518 | 0,00 | 14 | 7,69 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 10.637 | 0,00 | 296 | 2,42 | ||||
| 2026-02-09 | 13F | Main Street Research LLC | 9.959 | 16,60 | 271 | 20,54 | ||||
| 2026-04-10 | 13F | Novem Group | 223.227 | 32,12 | 6.217 | 35,22 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 26.998 | -7,82 | 1 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 13.158 | 0,00 | 370 | 0,82 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 37.967 | 1,34 | 1.057 | 3,73 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 21.374 | 1,04 | 595 | 3,48 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 8.460 | 0,00 | 230 | 3,60 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Triumph Capital Management | 2.244 | 0,00 | 61 | 3,39 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 149.938 | -11,38 | 4.080 | -8,32 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 933.529 | -1,89 | 25.401 | 1,50 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 30.652 | 834 | ||||||
| 2026-02-11 | 13F | Fca Corp /tx | 142.043 | 0,92 | 3.865 | 4,40 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 17.687 | 11,65 | 481 | 15,63 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 651.562 | -0,53 | 17.136 | 6,61 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 594.200 | 7,25 | 16.548 | 9,77 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 15.059 | -46,13 | 410 | -44,35 | ||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 170.226 | -1,29 | 4.632 | 2,12 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 4.159 | 0,00 | 116 | 1,77 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 146.889 | 5,78 | 3.997 | 9,42 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.084 | 0,39 | 57 | 3,70 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 7.584 | 0,00 | 206 | 3,52 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 67.597 | -2,16 | 1.883 | 0,16 | ||||
| 2026-02-17 | 13F | Signal Tree Financial Partners Llc | 98.187 | 0,00 | 2.672 | 2,97 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 62.742 | 293,22 | 1.707 | 307,40 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 6.932 | 201 | ||||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 10.842 | 0,00 | 295 | 3,51 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 490 | -20,33 | 14 | -18,75 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 52.546 | -5,77 | 1.430 | -2,52 | ||||
| 2026-04-21 | 13F | Creekside Partners | 11.202 | 0,00 | 312 | 2,30 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 9.989 | 0,02 | 278 | 2,58 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 13.255 | 36,83 | 361 | 41,73 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 21.027 | -59,07 | 572 | -57,66 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 5.832 | 0,00 | 159 | 3,27 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 431 | 0,00 | 12 | 0,00 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 161.950 | 5,19 | 4.281 | 5,73 | ||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 236.506 | -4,34 | 6.435 | -1,03 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 158.058 | -0,08 | 4.402 | 2,25 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 8.154 | 0,00 | 222 | 3,27 | ||||
| 2026-04-13 | 13F | Advocate Group Llc | 9.405 | 0,00 | 262 | 2,35 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 159 | 4 | ||||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 8.787 | 7,04 | 239 | 11,16 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 316.570 | 5,37 | 8.816 | 7,85 | ||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 15.670 | 0,03 | 426 | 3,40 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 12.071 | 336 | ||||||
| 2025-11-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2025-11-13 | 13F | Crescent Grove Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 4.860 | 0,00 | 132 | 3,94 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 217.446 | 3,54 | 6.056 | 5,97 | ||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 28.072 | 764 | ||||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 490.965 | 2,94 | 13.359 | 6,51 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 83.755 | 5,82 | 2.123 | 6,26 | ||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 887.072 | 1,07 | 24.749 | 6,33 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 2.904 | 59,39 | 79 | 68,09 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 54.332 | -6,64 | 1.532 | -1,92 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 14.209 | -1,09 | 387 | 2,39 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 10.075 | -4,10 | 274 | -0,72 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 22.093 | 0,77 | 601 | 4,34 | ||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 382.602 | 0,05 | 10.655 | 2,41 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 238 | 0,00 | 6 | 0,00 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 9.261 | -5,53 | 252 | -1,95 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 13.920 | -43,28 | 388 | -41,98 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 1.127.401 | 31.398 | ||||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 1.144.416 | -14,92 | 31.872 | -12,92 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 27.916 | 760 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.318 | 0,38 | 37 | 2,86 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 67.871 | 0,41 | 1.890 | 2,77 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 12.991 | 0,00 | 353 | 3,52 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 39.450 | 11,97 | 1.099 | 14,61 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 14.804 | -5,94 | 403 | -2,66 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 874.656 | 0,22 | 23.799 | 3,69 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 5.866 | 1,19 | 0 | |||||
| 2026-04-20 | 13F | Payne Capital LLC | 181.278 | -25,14 | 5.049 | -23,38 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 750.213 | -13,77 | 20.893 | -11,74 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 7.677 | 0,00 | 209 | 3,48 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 65.487 | 0,87 | 1.782 | 4,34 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 17.799 | 484 | ||||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 6.557 | -3,47 | 183 | -1,09 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 25.364 | 1,57 | 706 | 3,98 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 59.144 | 5,04 | 1.609 | 8,72 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 588 | 0,00 | 16 | 0,00 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 27.466 | -2,67 | 747 | 7,95 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 966.502 | -1,59 | 26.299 | 1,82 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 162 | 0,00 | 4 | 0,00 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 4.932 | 0,00 | 137 | 2,24 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 40.627 | 9,33 | 1.105 | 13,10 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.011 | 28 | ||||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 35.627 | -10,14 | 992 | -7,98 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 12.871 | 350 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.205 | 0,00 | 34 | 3,13 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 380 | -40,35 | 11 | -41,18 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 34.886 | 949 | ||||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1.500.003 | 1,40 | 41.775 | 3,78 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 163 | 45,54 | ||||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 45.071 | 13,24 | 1.226 | 17,21 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 116 | 0,00 | 3 | 50,00 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 171.515 | 130,86 | 4.667 | 138,91 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 10.594 | -8,44 | 295 | -6,05 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 2.373 | 65 | ||||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 10.872 | 0,00 | 296 | 3,51 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 406.467 | -4,09 | 11.060 | -0,77 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 13.946 | 7,19 | 388 | 9,60 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Avant Capital LLC | 227.268 | 1,98 | 6.184 | 5,51 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 370.631 | 4,74 | 10.322 | 7,21 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 14.013 | 0,00 | 381 | 3,53 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 644.177 | -1,72 | 17.940 | 0,59 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 564 | 15 | ||||||
| 2025-11-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 60.771 | 0,00 | 1.654 | 3,44 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 15.675 | 437 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 39.695 | 8,08 | 1.106 | 10,61 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 43.406 | 0,01 | 1.245 | 3,75 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 70.324 | -1,64 | 1.914 | 1,76 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 293.128 | 3,07 | 8.146 | 5,26 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 202.228 | 5.503 | ||||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 2.586 | 0,00 | 70 | 2,94 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 7.969 | 0,00 | 222 | 2,31 | ||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 699 | 0,00 | 19 | 0,00 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 20.147 | -14,80 | 561 | -12,75 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 616.193 | 34,52 | 16.767 | 39,17 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1.080 | 0,00 | 32 | 0,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 20.250 | 564 | ||||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 9.285 | 0,00 | 253 | 3,28 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 12.540 | 0,00 | 341 | 3,65 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 14.645 | 84,70 | 408 | 89,30 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 3.497 | 95 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 10.303 | 508,92 | 280 | 536,36 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1.011 | 0,00 | 28 | 3,85 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 303.065 | 7,39 | 8.246 | 11,10 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 36.023 | -5,31 | 1.060 | 2,32 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 68.413 | 2,08 | 1.905 | 4,50 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 5.988 | 167 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.866 | 0,00 | 52 | 2,00 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 151.966 | 6,71 | 4.232 | 9,24 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 327 | 0,00 | 9 | 0,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 18.106 | -16,80 | 504 | -14,86 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 16.678 | 1,68 | 454 | 5,10 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Embree Financial Group | 16.848 | 1,18 | 469 | 3,53 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 205.286 | 5.586 | ||||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 2.461.818 | -11,48 | 66.986 | -8,42 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 11.847 | 0,41 | 330 | 2,49 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 715.540 | -1,76 | 19.470 | 1,63 | ||||
| 2026-04-20 | 13F | Independence Wealth Advisors, LLC | 10.800 | 0,00 | 301 | 2,39 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 27.400 | -0,33 | 763 | 2,14 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Firestone Capital Management | 768.746 | 0,40 | 20.918 | 3,87 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 58.923 | 0,00 | 1.603 | 3,49 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8.405 | -65,79 | 234 | -65,23 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 645 | 0,00 | 18 | 0,00 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 12.454.472 | 50,20 | 346.857 | 53,74 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 24.777 | 5,94 | 690 | 8,49 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 7.707 | 210 | ||||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Your Advocates Ltd., LLP | 745.945 | -1,83 | 20.297 | 1,57 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 10.575 | 0,00 | 295 | 2,44 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 1.562.526 | 839.967,74 | 44.188 | 1.104.600,00 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 203.090 | -7,52 | 5.656 | -5,34 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 49.704 | 0,00 | 1.384 | 2,37 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 14.745 | -20,64 | 401 | -17,83 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 459 | 0,00 | 12 | 0,00 | ||||
| 2026-04-27 | 13F | Lafayette Investments, Inc. | 23.747 | 0,00 | 661 | 2,32 | ||||
| 2026-02-09 | 13F | Summitry Llc | 10.142 | 276 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 499.105 | 3.686,55 | 13.581 | 3.824,86 | ||||
| 2026-02-09 | 13F | Westover Capital Advisors, LLC | 12.775 | 0,33 | 348 | 3,89 | ||||
| 2026-02-13 | 13F | Bristlecone Value Partners, LLC | 360.410 | 9.807 | ||||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 7.429 | 0,00 | 209 | 2,97 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 108.856 | 18,48 | 2.962 | 22,56 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 8.191 | -10,85 | 223 | -7,88 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 26.102 | 10,94 | 727 | 13,44 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 120.140 | 28,45 | 3.269 | 32,94 | ||||
| 2026-01-29 | 13F | Midwest Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 537 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1.105.098 | 20,52 | 30.777 | 23,36 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 25.306 | 0,00 | 705 | 2,33 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 79.721 | 0,00 | 2.220 | 2,35 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 446.026 | 25,35 | 12.136 | 29,69 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 36.395 | 43,47 | 990 | 48,43 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 170.941 | -0,47 | 4.761 | 1,86 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 47.226 | 1.285 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 675.288 | 0,50 | 18.807 | 2,86 | ||||
| 2026-02-12 | 13F | Cowa, Llc | 230.243 | 76,72 | 6.265 | 82,84 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 8.815 | 414,59 | 240 | 431,11 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 17.590 | -11,21 | 479 | -8,25 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 490 | 0,00 | 13 | 8,33 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.438 | 1,08 | 151 | 3,42 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 17.498 | 10,54 | 487 | 13,26 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 9.552 | 0,00 | 266 | 2,70 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 312 | 0,00 | 9 | 0,00 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 369 | 0,00 | 10 | 0,00 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 108.757 | -6,41 | 2.959 | -3,17 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 429.428 | 5,02 | 11.960 | 7,50 | ||||
| 2026-02-10 | 13F | Main Management LLC | 720 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Williams Financial, LLC | 531.596 | -1,88 | 14.805 | 0,43 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 250 | -7,41 | 7 | -14,29 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 57 | 0,00 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 55.610 | -8,65 | 1.548 | -6,52 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 618 | 0,00 | 17 | 0,00 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 10.017 | 0,00 | 273 | 3,42 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 7.484 | -31,16 | 0 | |||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 10.346 | 76,76 | 282 | 83,66 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 7.830 | 0,00 | 218 | 2,35 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 32.285 | 36,97 | 878 | -39,82 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 285 | 0,00 | 8 | 0,00 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 20.806 | -4,34 | 566 | -1,05 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 7.301 | 203 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 1.905 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 51.219 | -17,11 | 1.394 | -14,28 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 19.354 | 0,97 | 527 | 4,37 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 60.406 | -0,50 | 1.644 | 2,94 | ||||
| 2026-01-23 | 13F | Avion Wealth | 117 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Bruce G. Allen Investments, LLC | 351.162 | -0,79 | 9.555 | 2,64 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 61.975 | 39,53 | 1.726 | 42,80 | ||||
| 2026-02-12 | 13F | Betterment LLC | 34.212 | 2,25 | 1 | |||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 337.134 | 50,62 | 9.173 | 55,84 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 20.959 | -56,01 | 570 | -54,51 | ||||
| 2026-02-13 | 13F/A | Archvest Wealth Advisors, Inc. | 9.266 | 0,21 | 252 | 3,70 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 56.296 | 0,40 | 1.568 | 2,75 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 1.281 | 0,00 | 36 | 2,94 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 19.536 | 0,00 | 544 | 2,45 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 23.542 | 10,24 | 656 | 12,74 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 23.787 | 0,00 | 647 | 3,52 | ||||
| 2026-02-19 | 13F | BFI Wealth Solutions, LLC | 239.738 | 6.523 | ||||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 130.953 | -32,70 | 3.563 | -30,37 | ||||
| 2026-04-24 | 13F | Perryman Financial Advisory Inc /ad | 52.784 | 9,71 | 1.470 | 12,30 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.214.822 | -36,01 | 33.055 | 67.359,18 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 13.916 | 84,34 | 388 | 88,78 | ||||
| 2025-11-06 | 13F | Asset Planning Corporation | 43.112 | -2,05 | 1.134 | 4,91 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 7.924 | 0,41 | 221 | 2,80 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 201.466 | 9,19 | 5.482 | 12,96 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 7.712 | 0,23 | 210 | 3,47 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 747 | 0,00 | 21 | 5,26 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 20.061 | 0,00 | 559 | 2,39 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 327.868 | 4,49 | 9.131 | 6,96 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2.371.188 | 0,63 | 66.038 | 2,99 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 739.590 | -1,83 | 20.598 | 0,48 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 65.072 | 10,13 | 1.812 | 12,76 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12.412 | 1,95 | 346 | 4,23 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 19.392 | 52,97 | 528 | 58,26 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8.471 | -0,12 | 236 | 0,43 | ||||
| 2026-02-04 | 13F | Anson Capital, Inc. | 12.025 | 0,00 | 327 | 3,48 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 14.600 | 0,23 | 407 | 2,53 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 9.356 | -11,61 | 255 | -8,63 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 12.067 | 328 | ||||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 352.270 | -5,94 | 9.811 | -3,73 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 116.521 | 2,09 | 3.171 | 5,63 | ||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 102.794 | 5,37 | 2.797 | 9,04 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 14.161 | 0,32 | 394 | 2,60 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 1.822 | 0,00 | 50 | 4,26 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 9.126 | 0,00 | 254 | 2,42 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 3.218.779 | 3,51 | 89.643 | 5,94 | ||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 17.099 | 0,00 | 465 | 3,56 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 15.453 | 2,71 | 420 | 6,33 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 11.272 | 0,00 | 307 | 3,38 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 100.445 | 2.733 | ||||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 67.485 | 0,00 | 1.836 | 3,49 | ||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 17.471 | 0,00 | 475 | 3,49 |
