Grundlæggende statistik
| Institutionelle ejere | 880 total, 880 long only, 0 short only, 0 long/short - change of 5,62% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7635 % - change of -6,67% MRQ |
| Institutionelle aktier (lange) | 166.604.732 (ex 13D/G) - change of 7,40MM shares 4,65% MRQ |
| Institutionel værdi (lang) | $ 13.949.939 USD ($1000) |
Institutionelt ejerskab og aktionærer
World Gold Trust - SPDR Gold MiniShares Trust (US:GLDM) har 880 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 166,604,732 aktier. Største aktionærer omfatter Sumitomo Mitsui Trust Holdings, Inc., Morgan Stanley, Wells Fargo & Company/mn, Bank Of America Corp /de/, Evoke Wealth, Llc, Empower Advisory Group, LLC, UBS Group AG, Cassaday & Co Wealth Management LLC, State Street Corp, and LPL Financial LLC .
World Gold Trust - SPDR Gold MiniShares Trust (ARCA:GLDM) 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 90,92 / share. Previously, on April 29, 2025, the share price was 65,77 / share. This represents an increase of 38,24% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 16.754 | 43,70 | 1.430 | 60,49 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 2.875 | -2,54 | 245 | 8,89 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 257.179 | 0,81 | 23.838 | 9,46 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 11.004 | 4,59 | 939 | 16,79 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 40.922 | 3.493 | ||||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 2.374 | 0,00 | 220 | 8,91 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 150 | 0,00 | 13 | 9,09 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 2.575 | 220 | ||||||
| 2026-02-04 | 13F | Community Bank, N.A. | 2.535 | -27,36 | 216 | -18,80 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 214.228 | 0,77 | 19.857 | 9,41 | ||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 3.780 | 2,19 | 323 | 10,65 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 304 | 28 | ||||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 2.395 | 204 | ||||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 943 | -58,33 | 87 | -54,92 | ||||
| 2026-02-06 | 13F | Payden & Rygel | 1.300.000 | 111 | ||||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 50.466 | -45,08 | 4.678 | -40,37 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 2.905 | 248 | ||||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 73 | 6 | ||||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 23.925 | 1.829 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 18.331 | -2,24 | 1.699 | 6,19 | ||||
| 2026-01-26 | 13F | Invested Advisors | 2.371 | 202 | ||||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 4.942 | 0,00 | 458 | 8,79 | ||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 5.647 | -17,44 | 482 | -7,66 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 68.594 | -0,37 | 5.856 | 11,25 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Catalyst Capital Advisors LLC | 56.300 | -11,20 | 4.806 | -0,83 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 3.133 | 267 | ||||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 3.688 | 0,41 | 369 | 16,04 | ||||
| 2026-02-11 | 13F | Napier Financial, LLC | 115.535 | 9.863 | ||||||
| 2026-02-13 | 13F | Change Path, LLC | 106.292 | 16,17 | 9.074 | 29,72 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.353.509 | 218.147 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Petix & Botte Co | 19.500 | 2,39 | 1.665 | 14,36 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.394 | 129 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 7.590 | 23,58 | 716 | 36,45 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 9.556 | 14,47 | 816 | 27,74 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 9.031 | 4,38 | 771 | 16,49 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 100 | 0,00 | 9 | 12,50 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.250 | 209 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 142.920 | -8,15 | 12.201 | 2,57 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 69 | -85,65 | 6 | -86,11 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 108.723 | -5,16 | 10.078 | 2,97 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 6.862 | 27,50 | 586 | 42,34 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 10.006 | 16,50 | 854 | 30,18 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 53.842 | -7,64 | 4.596 | 3,14 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 2.689 | -57,07 | 249 | -53,37 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 86.225 | 2,53 | 7.361 | 14,50 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 118.365 | 4,65 | 10.971 | 13,62 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 581.505 | 8,98 | 53.900 | 18,33 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 98.084 | -6,15 | 8.373 | 4,79 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 8.046 | -9,96 | 1 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 8.222 | 14,04 | 762 | 23,90 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 3.734 | 5,96 | 358 | 11,88 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 6.891 | 8,30 | 639 | 17,50 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.243.004 | 5,63 | 106.115 | 17,95 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 15.734 | -45,68 | 1.458 | -41,02 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 7.977 | 188,08 | 681 | 222,27 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Alaska Permanent Fund Corp | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 2.875 | -6,96 | 245 | 3,81 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 11.204 | 9,26 | 956 | 22,09 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 176.274 | 15.049 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 413.927 | -7,48 | 38.367 | 0,45 | ||||
| 2025-12-01 | 13F | CMC Financial Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 144.578 | 12.343 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.604.843 | -12,93 | 137.006 | -2,77 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 57.099 | 6,48 | 5.293 | 15,62 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 184.819 | 17,15 | 15.989 | 31,98 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 7.374.785 | 1,70 | 629.586 | 13,56 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1 | 0,00 | 0 | |||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 31.543 | -8,71 | 2.924 | -0,88 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 4.040 | 0,00 | 374 | 8,72 | ||||
| 2026-02-12 | 13F | Ci Investments Inc. | 55.034 | 15,78 | 4.698 | 156.500,00 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 3.110 | 7,09 | 288 | 16,60 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 2.360 | -21,07 | 219 | -14,51 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 993 | 70,62 | 85 | 90,91 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 5.197 | 482 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.402.960 | 4,49 | 119.771 | 16,68 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 348.473 | 5,26 | 29.749 | 17,55 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 14.222 | 18,15 | 1.214 | 31,96 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 3.300 | 282 | ||||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 19.242 | 1,15 | 1.784 | 9,79 | ||||
| 2026-02-12 | 13F | Gould Capital, LLC | 1.157 | 124,22 | 99 | 151,28 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 97.302 | -18,49 | 9.019 | -11,51 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 38.950 | 6,93 | 3.325 | 19,43 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 385 | -95,15 | 33 | -94,73 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 16.969 | 1.449 | ||||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 9.447 | 42,85 | 806 | 59,60 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 5.139 | -6,00 | 439 | 5,04 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 682.057 | -26,23 | 63.220 | -19,91 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 5.949 | 0,00 | 508 | 11,67 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 2.881 | 246 | ||||||
| 2026-01-26 | 13F | Key Capital Management, INC | 1.082 | 92 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.033 | -2,04 | 467 | 6,39 | ||||
| 2026-01-23 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 18.387.492 | -0,49 | 1.569.740 | 11,12 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 6.187 | -11,26 | 573 | -3,70 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 1.227 | -24,40 | 114 | -18,12 | ||||
| 2026-02-12 | 13F | Betterment LLC | 9.133 | 1 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 401.802 | 0,77 | 37.243 | 9,41 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 54.347 | 4.640 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 23.157 | -23,61 | 2.252 | -8,75 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 20.017 | 9,45 | 1.855 | 18,83 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 18.467 | -3,45 | 1.577 | 7,80 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 655 | 0,00 | 62 | 3,39 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 25.976 | 0,46 | 2.218 | 12,20 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 18.425 | 36,44 | 1.708 | 25,70 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 30.543 | 18,27 | 2.607 | 32,07 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 3.866 | -47,61 | 330 | -41,49 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 13.266 | 1,04 | 1.133 | 12,86 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 3.582 | 332 | ||||||
| 2026-02-10 | 13F | Excalibur Management Corp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.239 | 30,15 | 106 | 45,83 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 59.185 | -6,22 | 5.053 | 4,73 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 58.206 | 40,69 | 4.969 | 57,15 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 29.211 | 0,00 | 2.708 | 8,58 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 2.412 | 206 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 6.968 | 5,56 | 595 | 17,86 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 4.518 | 0,00 | 386 | 11,59 | ||||
| 2026-02-17 | 13F | Hollow Brook Wealth Management LLC | 1.218.677 | -2,37 | 104.038 | 9,03 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 61 | 5 | ||||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 46.283 | -28,30 | 4.445 | -27,92 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 2.662 | -29,50 | 247 | -23,60 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 92.679 | 4,48 | 7.912 | 16,68 | ||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 25.011 | 2.359 | ||||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 94.685 | 8.594 | ||||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 35.804 | -4,39 | 3.057 | 6,78 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 2.162 | 0,00 | 200 | 8,70 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 34.401 | -21,73 | 3.189 | -15,03 | ||||
| 2026-02-17 | 13F | Public Employees Retirement System Of Ohio | 66.900 | 79,84 | 5.711 | 100,88 | ||||
| 2026-02-10 | 13F | Daiwa Securities Group Inc. | 46.367 | 2.280,24 | 4 | |||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 15.512 | 165,66 | 1.438 | 188,55 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 88.961 | 50,15 | 7.595 | 67,67 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 4.446 | -5,67 | 380 | 5,28 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 79.945 | 6.825 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.695.424 | -15,55 | 144.737 | -1,75 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 6.594 | -5,72 | 611 | 2,35 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 455.037 | 23,13 | 38.847 | 37,50 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 44 | 0,00 | 4 | 0,00 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 23.713 | 6,23 | 2.198 | 15,33 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 83.647 | 7.141 | ||||||
| 2026-02-12 | 13F | Mizuho Bank, Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 468.008 | 6,59 | 43.380 | 15,73 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 12.947 | -0,14 | 1.200 | 8,50 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 53.746 | 6,68 | 4.982 | 15,81 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 101.094 | 8.630 | ||||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 175 | 15 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 13.601 | 1,17 | 1.261 | 9,85 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 27.437 | 59,36 | 2.342 | 77,96 | ||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 29.924 | 74,12 | 2.555 | 94,52 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 7.156 | -1,68 | 611 | 9,71 | ||||
| 2026-01-12 | 13F | Robinson Value Management, Ltd. | 21.899 | 0,29 | 1.870 | 11,98 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 330.650 | 37,01 | 28.228 | 52,99 | ||||
| 2026-02-06 | 13F | Heritage Investors Management Corp | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 9.632 | 9,69 | 822 | 22,50 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 40 | 100,00 | 4 | 200,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 16.493 | 97,76 | 1.555 | 118,71 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 4.197 | 0,00 | 389 | 8,66 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 70 | 0,00 | 6 | 0,00 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 5.527 | -1,23 | 512 | 7,34 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 131.546 | -1,53 | 11.230 | 9,96 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 3.110 | -1,14 | 294 | 9,33 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 210.028 | 9,39 | 19.467 | 18,77 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 601 | 56 | ||||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 84.788 | 2,36 | 7.238 | 14,31 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 26.623 | 435,03 | 2.273 | 497,89 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 720.200 | -0,06 | 61.483 | 11,61 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 71.234 | 1.376,05 | 849 | 130,71 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 11 | 10,00 | ||||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 4.000 | 0,00 | 341 | 11,80 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 87.371 | 36,67 | 7.459 | 52,61 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Bank of New Hampshire | 928 | 86 | ||||||
| 2025-11-06 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 386.065 | 4,68 | 32.958 | 16,90 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 18.979 | 347,09 | 1.620 | 482,73 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 165.427 | -17,61 | 15.333 | -10,55 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 10 | -28,57 | 1 | -100,00 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 68.561 | 25,42 | 6.355 | 36,18 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 16.965 | 0,00 | 1.569 | 3,91 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 10.539 | -44,72 | 976 | -50,58 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 2.191.901 | -13,70 | 187.123 | -3,63 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 225.615 | 11,64 | 20.912 | 21,21 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 16.824 | -52,43 | 1.559 | -48,36 | ||||
| 2026-02-12 | 13F | NDVR, Inc. | 56.736 | -9,56 | 4.844 | 0,98 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 18.268 | -12,07 | 1.693 | -11,04 | ||||
| 2026-04-06 | 13F | CX Institutional | 11.012 | -26,57 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 51 | 121,74 | 5 | 300,00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 16.926 | -27,33 | 1.569 | -21,13 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 108 | -94,66 | 10 | -94,19 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.035 | -8,81 | 79 | 6,76 | ||||
| 2026-02-03 | 13F | Entruity Wealth, LLC | 3.900 | -2,18 | 333 | 9,21 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 6.861 | 667 | ||||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 10.040 | 857 | ||||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 3.913 | 20,77 | 363 | 31,16 | ||||
| 2026-01-29 | 13F | Managed Asset Portfolios, Llc | 100.303 | -6,27 | 8.563 | 4,66 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 13.382 | 24,74 | 1.142 | 39,27 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 19.011 | 0,00 | 1.762 | 8,63 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 31.829 | 208,12 | 2.717 | 244,36 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 2.556 | 218 | ||||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 173.345 | 4,27 | 16.067 | 13,20 | ||||
| 2026-02-05 | 13F | AMJ Financial Wealth Management | 94.851 | -10,08 | 8.097 | 0,41 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2.957 | 276 | ||||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 90.183 | -4,50 | 7.699 | 6,64 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Clifford Group, LLC | 4.563 | 1,45 | 390 | 13,41 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 116 | 10 | ||||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 164.385 | -4,33 | 15.237 | 10,17 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 3.904 | 0,00 | 362 | 8,41 | ||||
| 2026-02-12 | 13F | Intesa Sanpaolo Wealth Management | 139.117 | 11.876 | ||||||
| 2026-01-23 | 13F | Avion Wealth | 7 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 46.358 | -1,64 | 4.297 | 6,79 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.440 | 226 | ||||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 32.381 | 13,97 | 2.764 | 27,26 | ||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 26.210 | 2.004 | ||||||
| 2026-02-12 | 13F | Adviser Investments LLC | 49.761 | -11,27 | 4.248 | -0,91 | ||||
| 2026-02-17 | 13F | Nearwater Capital Markets, Ltd | 276.600 | 23.613 | ||||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 10.046 | 1,12 | 858 | 12,91 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 2.379 | -48,02 | 221 | -43,59 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 75.012 | -12,81 | 6.404 | -2,65 | ||||
| 2026-04-15 | 13F | Birch Capital Management, LLC | 2.740 | 0,00 | 254 | 8,58 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 4 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 178.128 | 2.168,57 | 15.207 | 2.434,33 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 58.151 | -38,82 | 5.488 | -32,36 | ||||
| 2025-11-14 | 13F/A | Skopos Labs, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 2.374 | -6,76 | 220 | 1,38 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 1.347.980 | -3,07 | 115.077 | 8,24 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 8.470 | 0,00 | 723 | 11,75 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 35 | 3 | ||||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 512.994 | -8,94 | 43.794 | 1,69 | ||||
| 2026-01-23 | 13F | S. R. Schill & Associates | 17.600 | 1,62 | 1.503 | 13,44 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2.420 | 224 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 5.547 | 22,23 | 514 | 32,82 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 129.831 | 1,04 | 12.034 | 9,71 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 4.684 | 434 | ||||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 11.947 | 1.020 | ||||||
| 2026-02-06 | 13F | Copia Wealth Management | 16.061 | 7,60 | 1.371 | 20,16 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 11.464 | -18,68 | 979 | -9,19 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 56.220 | 0,00 | 4.800 | 11,66 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 18.955 | -9,67 | 1.757 | -1,95 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91.208 | -2,30 | 8.454 | 6,09 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.959 | 509 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 64 | 128,57 | 6 | 150,00 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 131.780 | -6,86 | 11.250 | 4,00 | ||||
| 2026-02-09 | 13F | First National Trust Co | 5.502 | 20,71 | 470 | 34,77 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 520 | 0,00 | 48 | 9,09 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 3.377.267 | -0,89 | 288.317 | 10,67 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 671.036 | 0,00 | 57 | 11,76 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 21.235 | 28,38 | 1.813 | 43,35 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 32.341 | 1,96 | 2.761 | 13,86 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 2.650 | -55,16 | 246 | -51,39 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 59.683 | 21,40 | 5.095 | 35,58 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 3.948 | 337 | ||||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 20.286 | 8,91 | 1.732 | 21,56 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 36.862 | 0,49 | 3.147 | 12,20 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 4.378 | 28,05 | 0 | |||||
| 2026-02-05 | 13F | Requisite Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 9.036 | -42,04 | 771 | -35,26 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 676.633 | 3,13 | 62.717 | 11,97 | ||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 156.156 | -5,86 | 13.331 | 5,13 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 146.357 | 382,26 | 3.461 | 33,59 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 22.488 | -57,77 | 2.084 | -54,16 | ||||
| 2026-02-11 | 13F | Aspetuck Financial Management LLC | 28.295 | 0,58 | 2.416 | 12,33 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 340.943 | 170,32 | 31.602 | 193,50 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 100 | 9 | ||||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 3.601 | -47,80 | 334 | -43,37 | ||||
| 2026-04-14 | 13F | Corecam Pte. Ltd. | 8.240 | 92,97 | 764 | 109,62 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 2.147 | 0,00 | 199 | 8,74 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 10.351 | 294,17 | 884 | 341,50 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 156 | 56,00 | 0 | |||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 55.657 | 4,68 | 4.751 | 16,90 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 33.484 | 0,65 | 3.368 | 32,40 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 2.508 | 232 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 346.996 | 1,48 | 29.623 | 13,33 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 73.518 | -41,97 | 6.276 | -35,20 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 303.017 | 1,47 | 25.869 | 117.481,82 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 32.398 | 26,30 | 2.766 | 41,00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 14.824 | 7,58 | 1.374 | 16,84 | ||||
| 2026-04-13 | 13F | Arwa Llc | 4.781 | 43,06 | 451 | 58,25 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 354 | -54,20 | 30 | -49,15 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 8.300 | 9,01 | 769 | 18,31 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 6.827 | -56,25 | 583 | -51,17 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 9.820 | 838 | ||||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 2.735 | -62,17 | 233 | -57,79 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 3.849 | 0,00 | 357 | 8,54 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 15.852 | 10,55 | 1.353 | 23,45 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 4.204 | 0,00 | 390 | 8,66 | ||||
| 2026-02-17 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.654.569 | 14,09 | 141.251 | 27,40 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 121.250 | -3,24 | 11.239 | 5,06 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 36.806 | 1,78 | 3.142 | 13,68 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 4.678 | -1,08 | 399 | 10,53 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 23.040 | 1.967 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 640.580 | 0,77 | 60.406 | 11,31 | ||||
| 2026-02-05 | 13F | Blue Water Asset Management | 3.696 | 316 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 87.822 | -3,72 | 8.140 | 4,55 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 6.790 | 4,30 | 580 | 16,50 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 53.314 | 5,89 | 4.551 | 18,24 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 5.130 | -77,09 | 476 | -75,14 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 4.220 | 0,00 | 391 | 8,61 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 1.331 | -13,35 | 114 | -3,42 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 21 | -94,57 | 2 | -96,97 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 22.246 | 1.899 | ||||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 41.798 | -36,32 | 3.568 | -28,88 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 104.119 | 2,89 | 9.651 | 11,72 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 96.619 | 0,00 | 8.248 | 11,67 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 57.661 | -21,17 | 5.345 | -14,41 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 132.339 | 100,44 | 11.298 | 123,84 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 3.985 | 0,00 | 369 | 8,53 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 86.793 | 10,74 | 7.410 | 23,67 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 170.467 | -7,02 | 15.801 | 0,95 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 264.126 | 6,42 | 22.548 | 18,84 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8.051 | 20,87 | 687 | 34,97 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 9.232 | 3.029,49 | 788 | 3.481,82 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 3.048 | 260 | ||||||
| 2026-02-12 | 13F | JT Stratford LLC | 10.187 | -3,08 | 870 | 8,22 | ||||
| 2026-02-12 | 13F | LWM Advisory Services, LLC | 157.581 | -2,42 | 13.453 | 8,96 | ||||
| 2026-02-09 | 13F | King Wealth | 6.301 | 1 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.855 | -65,88 | 357 | -62,97 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 5.450 | 0,00 | 465 | 11,78 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 12.367 | -8,79 | 1.146 | -0,95 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 2.815 | 0,00 | 261 | 8,33 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 177.085 | 0,46 | 16.414 | 9,07 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 557.735 | 72,82 | 47.614 | 92,98 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 12.688 | 89,29 | 1.176 | 105,59 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 139.845 | 3,82 | 10.691 | 21,14 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 28.044 | 599,53 | 2.599 | 659,94 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 134.223 | 0,72 | 12.441 | 9,36 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 6.556 | -34,73 | 608 | -29,17 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 3.530 | -38,51 | 327 | -33,27 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 15.814 | -1,54 | 1.466 | 6,86 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 533.240 | -2,57 | 45.523 | 8,79 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 23.846 | 2.036 | ||||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 28.604 | -1,95 | 2.442 | 9,46 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | JBR Co Financial Management Inc | 11.190 | 0,00 | 955 | 0,00 | ||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 277.224 | 13,05 | 23.667 | 26,25 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 2.692 | 287 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 3.116 | -2,87 | 289 | 5,49 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 3.525 | 301 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 198 | 18 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 53.559 | 3,13 | 4.964 | 11,98 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 67.258 | 3,78 | 6.595 | 33,12 | ||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 6.848 | 17,28 | 585 | 23,21 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 25.767 | -0,55 | 2.200 | 11,06 | ||||
| 2025-11-14 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 8.920 | 2,40 | 762 | 14,44 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 109 | 9 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 34.823 | 2,25 | 2.973 | 14,18 | ||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 69.111 | 0,42 | 5.900 | 12,15 | ||||
| 2026-02-13 | 13F | State Street Corp | 3.065.944 | 13,43 | 261.740 | 26,67 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 3.034 | 0,00 | 259 | 12,12 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 12.258 | 4,67 | 1.046 | 16,87 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 4.727 | -68,13 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8.055 | 103,61 | 747 | 121,36 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 7.946 | -4,25 | 678 | 6,94 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 4.193 | 389 | ||||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 3.309 | 282 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 6.829 | 41,04 | 633 | 53,03 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 2.919 | 0,00 | 249 | 11,66 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 921.392 | -34,09 | 90.352 | -15,46 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 3.011 | -49,16 | 279 | -44,75 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 104.390 | -21,12 | 9.676 | -14,36 | ||||
| 2026-01-21 | 13F | Kraematon Investment Advisors, Inc | 59.392 | -0,38 | 5.070 | 11,26 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 22.470 | 1,10 | 1.918 | 12,89 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 11.127 | -0,07 | 950 | 11,52 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 9.704 | 27,22 | 828 | 42,02 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 8.421 | 0,00 | 781 | 8,64 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 2.039 | -24,12 | 189 | -17,90 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 2.733 | 233 | ||||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 83.030 | 213,31 | 7.696 | 240,23 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 7.258 | -6,94 | 675 | -1,60 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 236 | 0,00 | 20 | 11,11 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 44.104 | -0,08 | 3.765 | 11,59 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 72.228 | 3,70 | 6.695 | 12,58 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 37.130 | 51,36 | 3.170 | 69,01 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 2.639 | 225 | ||||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 150 | 13 | ||||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 3.560 | 0,00 | 330 | 8,58 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Hillsdale Investment Management Inc. | 28 | 0,00 | 2 | 0,00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 476 | 0,00 | 44 | 10,00 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 2.637.892 | 226.595 | ||||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 3.261 | 278 | ||||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 11.811 | -17,41 | 1.008 | -7,78 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 3.186 | -3,54 | 274 | 8,33 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 16.701 | 4,05 | 1.426 | 16,14 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 18.581 | 11,06 | 1.722 | 20,59 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 3.573 | 16,73 | 331 | 26,82 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 1.022.992 | -62,11 | 87.333 | -57,69 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 2.930 | -13,72 | 250 | -3,47 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 450 | 0,00 | 42 | 7,89 | ||||
| 2026-02-17 | 13F | Semper Augustus Investments Group Llc | 23.979 | 20,72 | 2.047 | 34,85 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 55 | 0,00 | 5 | 25,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 166 | 0,00 | 15 | 7,14 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 3.350 | 286 | ||||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 5.505 | -10,27 | 470 | 0,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 17.177 | -5,47 | 1.466 | 5,54 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 805.363 | -9,48 | 68.753 | 1,08 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2.572 | -66,13 | 238 | -63,27 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 70.940 | -12,13 | 6.575 | -4,60 | ||||
| 2026-02-14 | 13F | American Trust | 52.282 | -6,30 | 4.463 | 4,64 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 20.008 | 16,45 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 60 | 0,00 | 5 | 25,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 102.029 | 1,36 | 8.710 | 13,19 | ||||
| 2026-02-17 | 13F | Nissay Asset Management Corp /japan/ /adv | 618.927 | 38,48 | 52.838 | 54,64 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 221.713 | -3,59 | 20.550 | 4,68 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 6.873 | 637 | ||||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 6.018 | -1,67 | 558 | 6,70 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 10.562.081 | 22,55 | 901.685 | 36,85 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 26.193 | 89,04 | 2.236 | 111,14 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 5.511 | 4,97 | 511 | 13,84 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 985 | 392,50 | 84 | 460,00 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 779.777 | -1,33 | 72.278 | 7,13 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 13.015 | -1,07 | 1.206 | 7,39 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 31.558 | -65,50 | 2.925 | -62,54 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 32.510 | 9,17 | 2.775 | 21,92 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 4.931 | 0,00 | 457 | 8,81 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 25.156 | -8,85 | 2.332 | -1,02 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 119.983 | -9,51 | 11.121 | -1,75 | ||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 3.328 | 284 | ||||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 90.000 | 21,96 | 8.342 | 32,43 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 3.500 | 324 | ||||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 1.791 | 0,00 | 166 | 9,21 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 917 | 152,62 | 85 | 180,00 | ||||
| 2026-01-27 | 13F | ZEGA Investments, LLC | 19.931 | -7,77 | 1.702 | 2,97 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 9.151 | 0,00 | 781 | 11,73 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 50.000 | -6,37 | 4.268 | 4,56 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 25.437 | 0,00 | 2.172 | 11,68 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 66.033 | 9,08 | 6.121 | 18,44 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 270 | 23 | ||||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 840.575 | 2,41 | 71.760 | 14,36 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 130.354 | -52,20 | 12.055 | -50,31 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 162.389 | 1,57 | 13.863 | 13,43 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 4.486 | -61,56 | 400 | -55,16 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 5.036 | 13,22 | 430 | 26,18 | ||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.458.482 | -3,71 | 124.511 | 7,53 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 20.936 | 3,82 | 1.787 | 15,96 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 2.895 | 248 | ||||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 16.141 | 0,00 | 1.378 | 0,00 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 100.066 | 2,71 | 9.275 | 11,52 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 4.743 | -41,15 | 367 | -40,42 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 63.200 | -14,84 | 5.858 | -7,53 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 18.128 | 5,89 | 1.548 | 18,27 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 8.134 | 65,36 | 754 | 79,71 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 2.942 | 7,77 | 0 | |||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 24.914 | 19,66 | 2.127 | 33,63 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 150 | 13 | ||||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.893 | 162 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 789.755 | 1.874,78 | 67.421 | 2.105,46 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 2.674 | 248 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 756 | 70 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 11.338 | 968 | ||||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 8.162 | 0,00 | 757 | 8,62 | ||||
| 2026-02-17 | 13F | Fullerton Fund Management Co Ltd | 364.751 | -34,18 | 31.139 | -26,50 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 189 | 16 | ||||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 46.484 | -52,50 | 3.968 | -46,96 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 993.809 | -12,02 | 84.840 | -1,75 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 9.877 | -3,85 | 843 | 7,39 | ||||
| 2026-02-14 | 13F | Copley Financial Group, Inc. | 105.610 | -2,72 | 9.016 | 8,63 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 391 | 33 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 1.993 | 0,00 | 170 | 11,84 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 13.016 | -16,45 | 1.114 | -6,71 | ||||
| 2026-02-17 | 13F | Brown Financial Advisors | 26.480 | -4,23 | 2.261 | 6,96 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 909.603 | 23,33 | 77.653 | 37,72 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.628.261 | 47,81 | 150.923 | 60,48 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 0 | 0 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 550 | -15,51 | 51 | -9,09 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 4 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 14.003 | 0,87 | 1.195 | 12,63 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Financial Life Advisors | 76.657 | 0,48 | 6.544 | 12,21 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 4.102 | -20,23 | 380 | -13,24 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 23.390 | -3,74 | 1.997 | 7,49 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 170.329 | -13,14 | 14.541 | -3,01 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 5.843 | 9,36 | 542 | 18,64 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 28.787 | 1,02 | 2.668 | 9,70 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 3.072 | 0,00 | 285 | 8,40 | ||||
| 2026-01-29 | 13F | UBS Group AG | 3.412.428 | 2,91 | 291.319 | 14,92 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 22.845 | -48,57 | 2.118 | -44,16 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 7.350 | -18,33 | 681 | -17,45 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 22.675 | 8,86 | 1.936 | 21,55 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 27.438 | -17,38 | 2.342 | -7,72 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 16.798 | 62,39 | 1 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.076.318 | 20,38 | 91.885 | 34,43 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 10.450 | 969 | ||||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 2.774 | 0,00 | 237 | 11,32 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 2.265 | 210 | ||||||
| 2026-02-03 | 13F | Bokf, Na | 250 | -37,50 | 21 | -30,00 | ||||
| 2025-11-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 2.946 | 273 | ||||||
| 2026-01-30 | 13F | Joseph Group Capital Management | 52.891 | -10,65 | 4.515 | -0,22 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 10.572 | 40,18 | 903 | 56,60 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 16.277 | -1,70 | 1.390 | 9,80 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 812.077 | -19,47 | 69 | -10,39 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 32.170 | -8,13 | 3.034 | 1,47 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 2.631 | 225 | ||||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 23.267 | -1,99 | 1.986 | 9,48 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 9.293 | -2,64 | 861 | 5,77 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 203.477 | -28,97 | 18.746 | -26,13 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2.269 | 210 | ||||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 2.582 | -4,86 | 220 | 6,28 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 69.466 | -1,54 | 5.926 | 10,11 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 303 | 236,67 | 28 | 300,00 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 5.723 | -27,26 | 489 | -18,80 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 69.573 | 0,02 | 6.449 | 8,59 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 33.250 | 0,82 | 3.082 | 9,45 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 10.273 | -58,52 | 877 | -53,67 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | McAdam, LLC | 5.579 | -0,09 | 476 | 11,74 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 4.679 | -8,27 | 434 | 11,31 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 586 | 50 | ||||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 20.100 | 0,00 | 1.716 | 11,65 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 825 | 0,00 | 70 | 11,11 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 5 | 0 | ||||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 145.146 | -0,29 | 12 | 9,09 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 32.207 | 2.750 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 32 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 4.424 | 54,74 | 378 | 72,94 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 23.106 | 76,07 | 2.142 | 91,16 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 1.020 | 0,00 | 87 | 12,99 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 7.159 | -1,69 | 611 | 9,89 | ||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 240.000 | 20.489 | ||||||
| 2026-04-24 | 13F | Kendall Capital Management | 17.073 | -1,00 | 1.582 | 7,47 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 827 | -0,36 | 77 | 8,57 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 190.959 | -19,42 | 16 | -11,11 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 15.412 | 5,45 | 1.316 | 17,73 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 72 | 0,00 | 7 | 0,00 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 11.033 | 32,56 | 1.023 | 43,94 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 98 | 0,00 | 8 | 14,29 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 41.887 | -9,71 | 3.576 | 0,82 | ||||
| 2026-04-13 | 13F | E Fund Management Co., Ltd. | 144.525 | -59,96 | 13.396 | -43,35 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 11.513 | -28,01 | 1.067 | -21,83 | ||||
| 2026-02-20 | 13F | Bauman Advisory Group, LLC | 5.997 | 512 | ||||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 45.958 | 0,00 | 4.391 | 21,24 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 592.939 | -19,51 | 50.619 | -10,11 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 40.868 | -3,00 | 3.489 | 8,32 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 2.621 | 224 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 11.961 | 61,50 | 1.109 | 75,32 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 13.213 | -10,84 | 1.128 | -0,44 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 115.886 | 1,08 | 9.894 | 12,89 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 4.010 | 372 | ||||||
| 2026-02-11 | 13F | Palladiem, Llc | 75.597 | 6.489 | ||||||
| 2026-04-23 | 13F | Ami Asset Management Corp | 5.069 | 470 | ||||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 72.210 | -1,33 | 6.165 | 10,19 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 25.566 | 3,20 | 2.370 | 12,06 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 44.724 | -9,03 | 4.145 | -1,24 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 490.467 | 1,30 | 44.490 | 15,78 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.065 | 0,00 | 99 | 8,89 | ||||
| 2026-02-02 | 13F | Access Investment Management LLC | 4.600 | 0,00 | 352 | 0,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 353 | -18,66 | 30 | -9,09 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 114.043 | 28,87 | 10.571 | 39,93 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 6.105 | 0,00 | 521 | 11,80 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 3.822 | 3,94 | 326 | 16,01 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 222.241 | 5,07 | 19.103 | 18,14 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.335.584 | 1,32 | 114.019 | 13,14 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17.777 | 1.687 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.902 | 237,23 | 162 | 276,74 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 6.346 | 13,34 | 588 | 23,27 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 43.928 | 2,09 | 4.072 | 10,84 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 6.587 | 16,11 | 562 | 29,79 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 160.690 | -4,17 | 13.718 | 0,72 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 2.964 | 0,00 | 275 | 8,30 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.800 | 154 | ||||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 8.160 | -6,15 | 697 | 4,82 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 3.431 | 293 | ||||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 2.768 | -5,75 | 257 | 2,40 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 33.167 | 2.831 | ||||||
| 2026-02-06 | 13F | Resona Asset Management Co.,Ltd. | 2.229.600 | 28,21 | 191.300 | 45,09 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 38.330 | -15,26 | 3.553 | -8,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 17.799 | -25,94 | 1.650 | -19,60 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 2.484 | 0,00 | 230 | 8,49 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Paul R. Ried Financial Group, LLC | 39.274 | -11,67 | 3.353 | -1,38 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.038 | 6,24 | 96 | 24,68 | ||||
| 2026-02-13 | 13F | Coco Enterprises, LLC | 228.164 | -3,46 | 19.478 | 7,55 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 80.058 | -1,47 | 7.421 | 6,98 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 148 | 0,00 | 13 | 9,09 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 5.602 | 9,61 | 511 | 26,87 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 2.163 | 200 | ||||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 268 | 28,85 | 23 | 46,67 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 101 | 0,00 | 9 | 12,50 | ||||
| 2025-11-14 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 25.786 | -11,52 | 2.201 | -1,21 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 7.542 | 699 | ||||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 14.474 | 1.448 | ||||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 7.803 | 2,66 | 1 | |||||
| 2026-01-15 | 13F | Range Financial Group LLC | 5.345 | 94,72 | 456 | 118,18 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 2.541 | 2,09 | 236 | 10,85 | ||||
| 2026-01-28 | 13F | Sage Private Wealth Group, Llc | 173.877 | 1,91 | 14.844 | 13,80 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 5.560 | -6,63 | 541 | 16,34 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.363 | 3,97 | 116 | 16,00 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 5.212 | 38,80 | 483 | 50,94 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 16.288 | -1,89 | 1.510 | 6,49 | ||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 349.700 | 69,59 | 32.414 | 84,13 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 1.810 | 36.100,00 | 155 | |||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 10.677 | 911 | ||||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 3.027 | 258 | ||||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 2.667 | 0,00 | 228 | 11,82 | ||||
| 2026-02-12 | 13F | Marex Group plc | 48.989 | 14,08 | 4.182 | 27,42 | ||||
| 2026-02-17 | 13F | Nepc Llc | 634.975 | 3,27 | 54.208 | 15,32 | ||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 14.589 | -7,82 | 1.245 | 2,98 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 25.883 | -6,96 | 2.399 | 1,05 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | SBI Okasan Asset Management Co.Ltd. | 1.849.410 | 165.189 | ||||||
| 2026-01-22 | 13F | Bfsg, Llc | 1.877 | 0,00 | 160 | 11,89 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 14.122 | 3,18 | 1.206 | 15,20 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 3.383 | 0,00 | 314 | 8,68 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 90.138 | 21,54 | 8.355 | 31,95 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 353.898 | 40,57 | 30.212 | 56,98 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 2.870.368 | 7,62 | 245.117 | 20,20 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 49.413 | 4.218 | ||||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 4.401 | 16,83 | 415 | 29,28 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 302.700 | 22,20 | 25.841 | 36,46 | ||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 7.261 | -4,54 | 673 | 3,70 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 5.619 | -6,01 | 521 | 1,96 | ||||
| 2026-02-09 | 13F | Main Street Research LLC | 462.316 | -0,97 | 39.468 | 10,58 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 12.204 | -6,58 | 1.131 | 1,43 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 87.251 | 7.449 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 65.779 | 18,70 | 5.616 | 32,55 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 11.783 | -11,72 | 1.006 | -1,47 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 13.822 | 1.327 | ||||||
| 2026-01-27 | 13F | First Horizon Corp | 2.246 | 78,82 | 192 | 98,96 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 21.905 | 0,01 | 1.870 | 11,71 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 45 | 0,00 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1.603.510 | 4,27 | 148.629 | 13,21 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 8.685 | 741 | ||||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 343 | 174,40 | 10 | 12,50 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 120.980 | 26,12 | 10.328 | 40,84 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 54.665 | -9,07 | 5.067 | -1,29 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 4.465 | -11,74 | 341 | 3,02 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 13.381 | -5,41 | 1.240 | 2,73 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 4.055 | 0,00 | 346 | 11,61 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 36.505 | -59,69 | 3.384 | -56,24 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 3.072 | 0,00 | 262 | 11,97 | ||||
| 2026-04-15 | 13F | McAlvany Wealth Management LLC | 159.084 | -1,50 | 14.209 | 3,06 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wealth Alliance | 9.052 | 169,16 | 773 | 200,39 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 663.291 | -8,48 | 56.654 | 2,25 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 24.853 | -56,42 | 2 | -50,00 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 510.875 | -0,40 | 47.353 | 8,14 | ||||
| 2026-02-06 | 13F | Marble Harbor Investment Counsel, LLC | 53.400 | -16,63 | 4.559 | -6,90 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 66.839 | -2,31 | 6.195 | 6,08 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 2.864 | -18,64 | 244 | -9,29 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 2.773 | -27,24 | 257 | -20,92 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 8.106 | 4,04 | 692 | 16,30 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 465.836 | -2,22 | 39.768 | 9,20 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 15.344 | 1.411 | ||||||
| 2025-11-07 | 13F | Balentine LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Medici Capital Llc | 204.026 | 0,00 | 17.418 | 11,67 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 187.866 | -11,12 | 17.413 | -3,50 | ||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 25.340 | 3,78 | 2.163 | 15,85 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 24.855 | 2,66 | 2.304 | 11,47 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 4.959 | -4,73 | 460 | 3,38 | ||||
| 2026-02-17 | 13F | Fmr Llc | 12.139 | 10,61 | 1.036 | 23,48 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 4.159 | 43,41 | 355 | 60,63 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 23.626 | -5,97 | 2.017 | 5,00 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 4.720 | -37,61 | 403 | -30,45 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 156.173 | -19,08 | 14.476 | -12,14 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Compass Wealth Management, LLC/GA | 66.022 | 6,87 | 5.636 | 19,33 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 3.734 | 0,00 | 319 | 11,58 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 14.778 | 6,29 | 1.262 | 18,74 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 5.800 | -97,26 | 495 | -96,94 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 12.820 | -25,52 | 1.094 | -16,81 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 551 | -46,81 | 51 | -42,05 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 20 | 2 | ||||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 2.215 | 205 | ||||||
| 2026-01-20 | 13F | Aspiriant, Llc | 3.837 | 328 | ||||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 662 | 0,00 | 57 | 12,00 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 3.075 | -4,86 | 263 | 6,07 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | KWB Wealth | 125.159 | -1,63 | 10.685 | -1,63 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 642.531 | -50,57 | 54.859 | -44,80 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 625.603 | -5,38 | 57.987 | 2,74 | ||||
| 2026-02-11 | 13F | Mcmorgan & Co Llc | 234.992 | -11,94 | 20.061 | -1,67 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 56.736 | 5.259 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 8.415 | 10,84 | 1 | -100,00 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 6.499 | 142,77 | 555 | 171,57 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 48.756 | 517,71 | 4.519 | 571,47 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 3.326 | 0,64 | 308 | 9,22 | ||||
| 2026-01-16 | 13F | Standard Life Aberdeen plc | 6.561 | 560 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 26 | 0,00 | 2 | 100,00 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 53.300 | 8,98 | 4.940 | 18,32 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 30.282 | -9,07 | 2.760 | 4,07 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 9.500 | 0,00 | 881 | 8,51 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 4.122 | 352 | ||||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 62.725 | 14,80 | 5.814 | 24,64 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 7.748 | 86,29 | 661 | 108,52 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 43.384 | 18,20 | 3.704 | 32,01 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 16 | 0,00 | 1 | 0,00 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 49 | 0,00 | 0 | |||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 1.367 | 314,24 | 127 | 350,00 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 2.675 | -0,85 | 228 | 10,68 | ||||
| 2026-03-03 | 13F/A | Integrated Investment Consultants, LLC | 2.420 | 207 | ||||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 22.418 | -0,37 | 1.914 | 11,22 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Henderson Brothers Financial Partners, LLC | 72.209 | 6.164 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 22.622 | -23,40 | 1.931 | -14,44 | ||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 2.896 | 247 | ||||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 35.673 | -66,22 | 3.045 | -62,28 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 86.163 | 7.356 | ||||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 6.355 | 1 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 97.292 | -4,64 | 9.018 | 3,54 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 15.176 | 0,00 | 1.407 | 8,57 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Covestor Ltd | 17 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | RM Financial Services, LLC | 112.169 | 9.576 | ||||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 262.000 | 28,05 | 22.367 | 43,00 | ||||
| 2026-02-06 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 200 | -72,79 | 19 | -70,97 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 5.340 | 0,00 | 495 | 8,57 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 9.553 | -0,21 | 853 | 4,41 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5.952 | 0,97 | 1 | |||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 110.097 | -2,04 | 9.388 | 10,30 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 31.621 | -84,88 | 2.931 | -83,59 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 77.671 | -36,23 | 6.631 | -28,80 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 3.018 | 0,00 | 258 | 11,74 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 30.521 | 15,50 | 2.606 | 28,96 | ||||
| 2026-02-18 | 13F | CacheTech Inc. | 12.113 | 1.034 | ||||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 55.038 | 0,73 | 4.699 | 12,47 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 618.294 | 10,97 | 52.784 | 23,92 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 88 | -55,78 | 8 | -50,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 4.753 | -5,60 | 441 | 2,56 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 815.693 | 10,93 | 69.636 | 23,87 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 3.741 | -51,90 | 347 | -47,81 | ||||
| 2026-04-15 | 13F | City Holding Co | 281 | 4,07 | 26 | 13,04 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 25.903 | -31,50 | 2.401 | -25,65 | ||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 128 | 11 | ||||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 1.400 | 0,00 | 120 | 11,21 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 580 | -11,99 | 50 | -2,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 7.780 | 0,00 | 721 | 8,58 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 19.358 | 1.794 | ||||||
| 2026-02-17 | 13F | Boothbay Fund Management, Llc | 22.600 | 8,13 | 1.929 | 20,79 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 2.391 | 204 | ||||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 19.452 | -9,80 | 1.661 | 0,73 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 3.950 | -11,24 | 337 | -3,99 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 7.913.715 | 54,32 | 675.594 | 72,33 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 12.335 | 19,96 | 1.143 | 30,33 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 71.816 | -11,35 | 6.131 | -1,02 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 40.552 | 2,06 | 3.462 | 13,96 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 2.288 | -42,09 | 212 | -37,09 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 17.530 | 11,98 | 1.625 | 21,56 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 986.193 | -8,18 | 84.191 | 2,53 | ||||
| 2026-02-13 | 13F | Avos Capital Management, LLC | 100.966 | -8,74 | 8.619 | 1,90 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 3.561 | 108,25 | 306 | 134,62 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 449 | 0,00 | 38 | 11,76 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 18.434 | -5,92 | 1.709 | 2,15 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 61 | 0,00 | 5 | 25,00 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 24.209 | -6,00 | 2.244 | 2,05 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 11.998 | 0,23 | 1.112 | 8,91 | ||||
| 2026-02-04 | 13F | Nwam Llc | 14.791 | -29,19 | 1.480 | -18,29 | ||||
| 2026-01-27 | 13F | PFG Advisors | 103.105 | 7,27 | 8.802 | 19,79 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 14.350 | 2,05 | 1.330 | 10,83 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 10.554 | -1,09 | 901 | 10,43 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 14.763 | 0,74 | 1.368 | 8,74 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 72 | 6 | ||||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 9.803 | 909 | ||||||
| 2026-02-17 | 13F | Creative Planning | 557.259 | 1.150,13 | 47.573 | 1.296,33 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 7.900 | 13,93 | 674 | 27,17 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 69 | -97,58 | 7 | -99,34 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.263 | 0,00 | 108 | 11,46 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 416.926 | -24,94 | 36 | -16,67 | ||||
| 2026-03-20 | 13F/A | Hsbc Holdings Plc | 11.033 | 0,00 | 942 | 11,63 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 3.150 | 0,00 | 292 | 8,58 | ||||
| 2026-02-10 | 13F | Fortis Advisors, LLC | 65.605 | -2,97 | 5.601 | 8,36 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 324 | 260,00 | 28 | 350,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 931.521 | 19,19 | 80 | 33,90 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 2.825 | -0,53 | 268 | 10,74 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 15.035 | 5,31 | 1.284 | 17,60 | ||||
| 2026-04-21 | 13F | WealthNavi Inc. | 97.779 | 9 | ||||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 3.308 | 282 | ||||||
| 2026-04-21 | 13F | Stapp Wealth Management, Pllc | 72.439 | -16,22 | 6.714 | -9,04 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 6.174 | -31,63 | 572 | -25,71 | ||||
| 2026-01-27 | 13F | Asset Management One Co., Ltd. | 2.622.417 | -23,28 | 225.003 | -13,89 | ||||
| 2026-04-17 | 13F | Verde Servicos Internacionais S.A. | 595.207 | 62,48 | 55 | 77,42 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 63.555 | 4,87 | 5.891 | 13,86 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 2.287 | 195 | ||||||
| 2026-02-10 | 13F | Pecaut & Co. | 21.381 | 1,99 | 1.825 | 13,92 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 65.787 | 26,31 | 5.616 | 41,07 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 4.955 | 10,97 | 423 | 24,05 | ||||
| 2025-11-14 | 13F | Walleye Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-03-31 | 13F | Sankala Group LLC | 52.011 | -0,04 | 4.660 | -14,01 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Novem Group | 4.581 | 8,14 | 425 | 17,45 | ||||
| 2026-02-10 | 13F | Newport Capital Group, LLC | 3.807 | 1.095 | ||||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 4.756 | 10,97 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 36 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 294 | 0,00 | 25 | 13,64 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 66.109 | 1,53 | 5.644 | 13,38 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 2.162 | -10,92 | 200 | -3,38 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 8.450 | 2,11 | 721 | 14,08 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 14.346 | 1.225 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.992.890 | -0,95 | 255.503 | 10,61 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 60.740 | 5,21 | 5.185 | 17,49 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 2.795 | 239 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 8.108 | -27,16 | 752 | -20,95 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 130 | 0,00 | 11 | 22,22 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 394.862 | -6,64 | 36.600 | 1,36 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 3.461 | -6,13 | 321 | 1,91 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 5.868.543 | 3,77 | 500.997 | 15,88 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 105 | 0,00 | 9 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 81.670 | 8,40 | 6.972 | 21,06 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 4.495 | -47,25 | 417 | -42,78 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 16.775 | 1.432 | ||||||
| 2026-01-22 | 13F | K2 Financial Inc. | 5.430 | -54,10 | 481 | -50,10 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 80.830 | 7.492 | ||||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 353.855 | 1.558,18 | 30.209 | 1.752,12 | ||||
| 2026-01-27 | 13F | Tokio Marine Asset Management Co Ltd | 8.600 | -20,37 | 734 | -11,03 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 25 | 0,00 | 2 | 0,00 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 2.795 | -11,97 | 239 | -1,65 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 7.659.557 | 3,97 | 653.896 | 16,10 | ||||
| 2026-02-02 | 13F | Souders Financial Advisors | 6.010 | 513 | ||||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 220.100 | 0,00 | 18.790 | 11,67 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 159.510 | -0,00 | 14.785 | 8,57 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 13.065 | -0,09 | 1.115 | 11,61 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 55.862 | -11,50 | 5.178 | -3,92 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 3.105 | 265 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 13.722 | 3,30 | 1.272 | 12,18 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 217 | 0,00 | 19 | 12,50 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 309 | 26 | ||||||
| 2026-02-17 | 13F | Carret Asset Management, Llc | 21.599 | -0,05 | 1.844 | 11,56 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 109.299 | -4,44 | 9.331 | 6,71 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 4.357 | 61,61 | 372 | 80,10 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 15.647 | 12,25 | 1.336 | 25,35 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 73.033 | 28,48 | 6.235 | 47,06 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 3 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Welch Group, LLC | 49.521 | 135,37 | 4.590 | 155,57 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 33.823 | 0,48 | 3.135 | 9,12 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 5.228 | 29,60 | 446 | 44,81 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 6.248 | 0,00 | 579 | 8,63 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 115.033 | 21,87 | 10.662 | 32,33 | ||||
| 2026-04-28 | 13F | Q3 Asset Management | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 23.168 | -0,78 | 2.147 | 4,38 | ||||
| 2026-01-26 | 13F | Bcm Advisors, Llc | 7.854 | 774 | ||||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 22.789 | 3,70 | 1.945 | 15,84 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 3.000 | 278 | ||||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 24.616 | 16,17 | 2.101 | 29,77 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 87 | 7 | ||||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 24.468 | 267,39 | 2.089 | 310,22 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 10.714 | 2,60 | 993 | 11,45 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 340 | 0 | ||||||
| 2026-02-17 | 13F | Stansberry Asset Management, Llc | 73.802 | 22,19 | 6.300 | 36,45 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 56.992 | -5,65 | 4.865 | 5,35 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 19.853 | -5,45 | 1.986 | 9,12 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 163.657 | -5,25 | 15.169 | 2,88 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 5.840 | 2,73 | 1 | |||||
| 2026-04-09 | 13F | American National Bank of Texas | 35.457 | -10,70 | 3.287 | -3,04 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 5.619 | -16,52 | 510 | -4,49 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 89.712 | 2.466,87 | 7.659 | 2.768,16 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 65.000 | -2,04 | 6.025 | 6,36 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 3.445 | -26,67 | 319 | -20,45 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 55.840 | -0,03 | 4.767 | 11,64 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 8.037 | -44,79 | 1 | -100,00 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 2.947 | 2,08 | 273 | 10,98 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 83.382 | -7,77 | 7.729 | 0,14 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 14.533 | -4,68 | 1.347 | 3,54 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 233.759 | 7,35 | 21.667 | 16,55 | ||||
| 2026-02-12 | 13F | Groupe la Francaise | 300 | 0,00 | 22 | 10,53 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 2.010 | -57,10 | 186 | -53,38 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 4.381 | 374 | ||||||
| 2026-02-13 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 159.072 | 4,21 | 13.580 | 16,37 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 331.035 | -7,91 | 28.260 | 2,83 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 0 | 0 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 42.245 | 8,52 | 3.606 | 13,68 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 1.181.571 | -1,80 | 100.880 | 9,66 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 70.864 | 21,21 | 6.568 | 31,60 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 21 | 0,00 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 3.738 | 0,00 | 319 | 11,93 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 404 | 32,89 | 34 | 47,83 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 9.251 | -11,53 | 857 | -3,92 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 48.980 | 1,97 | 4.207 | 14,57 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 247 | 21 | ||||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 12.674 | 0,00 | 1.082 | 11,67 | ||||
| 2025-11-06 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 2.948 | 38,99 | 273 | 50,83 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 27.107 | 38,45 | 2.314 | 54,68 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 3.435 | -55,16 | 318 | -51,38 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 95.584 | 0,00 | 8.160 | 11,67 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 6.217 | -34,23 | 531 | -26,59 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 13.394 | -4,03 | 1.143 | 7,22 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 10.777 | 8,69 | 1.009 | 15,58 | ||||
| 2026-02-14 | 13F | Bank of Marin | 12.080 | 0,00 | 1.031 | 11,70 | ||||
| 2026-02-06 | 13F | Quantify Chaos Advisors, Llc | 13.143 | 1.122 | ||||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 171.870 | 1.067,12 | 14.673 | 1.204,18 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 2.810 | -2,67 | 240 | 8,64 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 10.682 | 0,39 | 912 | 12,05 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 8.106 | 58,88 | 1 | |||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 332.974 | -12,56 | 30.863 | -5,06 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 2.572 | 0,00 | 226 | 14,72 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 15.540 | 23,80 | 1.335 | 40,27 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 124.169 | 5,73 | 10.662 | 18,76 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 4.344 | -46,57 | 403 | -42,07 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 91.481 | 8,52 | 8.479 | 17,83 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 96.994 | 8.281 | ||||||
| 2026-02-17 | 13F | Evergreen Quality Fund GP, Ltd. | 2.587.215 | 16,92 | 220.871 | 30,57 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 3.201 | 273 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 25.500 | 0,00 | 2.349 | 3,57 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 13.348 | 1.140 | ||||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 2.950 | -72,11 | 273 | -69,73 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 32.671 | 22,15 | 2.789 | 36,45 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 34.537 | -5,70 | 3.201 | 2,40 | ||||
| 2026-02-12 | 13F | Barnett & Company, Inc. | 3.560 | 0,00 | 304 | 11,40 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 94.510 | -11,83 | 7.821 | -4,56 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 3.128 | 2,32 | 267 | 14,59 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 47.669 | -5,64 | 4.578 | 6,17 | ||||
| 2026-01-23 | 13F | Destiny Capital Corp/CO | 10.388 | -15,23 | 887 | -5,34 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 250.995 | 0,05 | 23.265 | 8,62 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 319.431 | -10,95 | 32.128 | 17,16 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 64.131 | -5,54 | 5.944 | 2,57 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 55.428 | 34,90 | 4.732 | 50,62 | ||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 7.002 | 51,39 | 546 | 76,38 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 14.910 | -22,08 | 1.273 | -13,00 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 50 | 0,00 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 8.669 | 740 | ||||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 2.384 | 55,82 | 204 | 75,00 |

