Grundlæggende statistik
| Institutionelle ejere | 885 total, 885 long only, 0 short only, 0 long/short - change of 6,86% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6244 % - change of -18,05% MRQ |
| Institutionelle aktier (lange) | 1.408.682.908 (ex 13D/G) - change of 139,72MM shares 11,01% MRQ |
| Institutionel værdi (lang) | $ 31.690.851 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares U.S. Treasury Bond ETF (US:GOVT) har 885 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,408,682,908 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Jpmorgan Chase & Co, LPL Financial LLC, Truist Financial Corp, Envestnet Asset Management Inc, Pnc Financial Services Group, Inc., Tiaa Trust, National Association, Morgan Stanley, Assetmark, Inc, and Charles Schwab Investment Management Inc .
iShares Trust - iShares U.S. Treasury Bond ETF (BATS:GOVT) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 27, 2026 is 22,90 / share. Previously, on April 28, 2025, the share price was 22,99 / share. This represents a decline of 0,41% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 1.200.388 | -0,51 | 27.639 | -0,92 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 40.145 | 2,54 | 924 | 2,10 | ||||
| 2026-02-13 | 13F | Rhumbline Advisers | 16.974 | 0,00 | 391 | -0,51 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 81.557 | 208,68 | 1.868 | 207,24 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 37.914 | -1,15 | 869 | -1,70 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 363.324 | 22,68 | 8.367 | 22,20 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-02 | 13F | Reflection Asset Management | 4.564 | 105 | ||||||
| 2026-04-27 | 13F | JB Capital LLC | 1.392.227 | 3.764,51 | 31.896 | 3.747,41 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 15 | 0,00 | 0 | |||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 85.626 | 1,06 | 1.972 | 0,66 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.972.791 | -1,18 | 45.423 | -1,58 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 26.145 | 604 | ||||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 172.779 | 3.958 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 40.068 | 78,89 | 923 | 78,34 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 277 | -30,92 | 6 | -33,33 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 56.007 | 1.290 | ||||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 9.002 | 0,02 | 207 | -0,48 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 527.899 | -15,35 | 12.094 | -15,77 | ||||
| 2026-04-24 | 13F | Optas, LLC | 80.840 | 83,90 | 1.852 | 83,00 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 4.970 | -17,46 | 0 | |||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 619 | 0,00 | 14 | 0,00 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 593 | -3,58 | 14 | -7,14 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 12.656 | 4,32 | 291 | 3,93 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 90.703 | 1,06 | 2.076 | 0,48 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 48.963 | -34,96 | 1.127 | -35,23 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 1.429.153 | 9,00 | 32.906 | 8,55 | ||||
| 2026-02-10 | 13F | Regency Capital Management Inc.\DE | 80.734 | 10,04 | 1.859 | 9,55 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 215.411 | 6,23 | 4.935 | 5,70 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 13.140 | 301 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 22.052 | 0,00 | 508 | -0,39 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 29.620 | 0,88 | 685 | 1,03 | ||||
| 2026-01-26 | 13F | Invested Advisors | 23.909 | -11,07 | 551 | -8,49 | ||||
| 2026-02-17 | 13F | Integrity Wealth Advisors, Inc. | 18.503 | -69,07 | 426 | -69,13 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 24.136 | 553 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 18.390 | -18,66 | 423 | -18,97 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 26.651 | 611 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 1.951.668 | 224,66 | 44.713 | 223,04 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 16.285 | -7,09 | 375 | -7,65 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 575 | 0,00 | 13 | 0,00 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 1.803 | 42 | ||||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 54.801 | -17,49 | 1.262 | -17,85 | ||||
| 2026-02-13 | 13F | Acorns Advisers, LLC | 1.199.293 | 4,52 | 28 | 3,85 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 34.820 | -2,97 | 798 | -3,51 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 12.641 | 290 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 4.760.988 | 6.890,04 | 109.622 | 6.864,49 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 618.852 | 746,79 | 14.249 | 743,64 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 2.334 | 54 | ||||||
| 2026-02-13 | 13F | Itau Unibanco Holding S.A. | 3.058.691 | 586,20 | 70.426 | 583,42 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 43.465 | 1,04 | 996 | 0,51 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 35.157 | -6,75 | 809 | -8,59 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 15.592 | -21,16 | 359 | -21,44 | ||||
| 2026-02-09 | 13F | Interactive Financial Advisors | 171.090 | -3,15 | 3.939 | -3,55 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 34.551 | 792 | ||||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 144.555 | 811,73 | 3.312 | 807,12 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 445.461 | 10.257 | ||||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 2.436.008 | 3,16 | 56 | 3,70 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 18.539 | -1,01 | 427 | -1,39 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 17.196 | -2,66 | 396 | -3,19 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 106.475 | 2.452 | ||||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 99.301 | 47,65 | 2.287 | 47,01 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 52.947.846 | 9,69 | 1.219.124 | 9,24 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 15.000 | 7,34 | 345 | 6,81 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 21.704 | 500 | ||||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 2.606 | 0,08 | 60 | 0,00 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 29.224 | 5,29 | 673 | 4,84 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 583.032 | 7,61 | 13.424 | 7,16 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 31.081 | 716 | ||||||
| 2026-02-05 | 13F | Odyssey Capital Advisors, Inc. | 72.520 | 1.670 | ||||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 562.027 | 97,80 | 12.876 | 96,82 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 25.171 | -2,45 | 1 | |||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 12.048 | -64,91 | 277 | -64,85 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 14.172 | 0,00 | 326 | -0,31 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 769 | -1,03 | 18 | 0,00 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 23.390 | -32,59 | 536 | -32,96 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 324.769 | 97,43 | 7.440 | 96,46 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 22.087 | 0,13 | 510 | -0,20 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 673 | 1,20 | 15 | 0,00 | ||||
| 2026-02-11 | 13F | Prudential Plc | 546.882 | 48,70 | 12.592 | 48,08 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | WealthCollab, LLC | 1.678 | 0,00 | 39 | 0,00 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 4.231.614 | -1,07 | 97.433 | -1,47 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 476.779 | -4,34 | 10.923 | -4,82 | ||||
| 2026-02-17 | 13F | Norinchukin Bank, The | 6.263.482 | 5,12 | 144.217 | 4,68 | ||||
| 2026-02-12 | 13F | Keystone Financial Services | 19.200 | 14,84 | 442 | 14,51 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 3.553.791 | 1,85 | 81.826 | 1,44 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 246.190 | -49,54 | 5.669 | -49,75 | ||||
| 2026-02-11 | 13F | Invst, LLC | 30.463 | -6,23 | 701 | -6,66 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 478 | 11 | ||||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 422.433 | 4,74 | 9.727 | 4,33 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 276.831 | 4,34 | 6.374 | 3,91 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 41.008 | 62,56 | 948 | 63,73 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 9.182 | 0,00 | 211 | -0,47 | ||||
| 2026-02-02 | 13F | Bull Oak Capital, LLC | 155.747 | 3,65 | 3.586 | 3,22 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 617.932 | 4,50 | 14.228 | 4,07 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 744 | 0,81 | 17 | 0,00 | ||||
| 2026-02-17 | 13F | Delaware Management Holdings, Inc. | 580.856 | 13.374 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Synovus Financial Corp | 200.819 | 12,25 | 4.643 | 12,94 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 81.784 | 3,95 | 1.883 | 3,58 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 996 | 0,00 | 23 | 0,00 | ||||
| 2026-04-22 | 13F | Motco | 232 | -33,52 | 5 | -37,50 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 4.119 | 0,00 | 94 | 0,00 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 205.347 | 8,46 | 4.728 | 8,02 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 39.638 | -1,31 | 913 | -1,72 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 54.706 | 463,57 | 1.260 | 462,05 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 66.183 | -1,61 | 1.524 | -2,06 | ||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 28.000 | 645 | ||||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 355.357 | 1.040,17 | 8.141 | 1.035,43 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 32.466 | -14,70 | 748 | -15,02 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 447 | 0,00 | 10 | 0,00 | ||||
| 2026-02-13 | 13F/A | Virtus ETF Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 69.248 | -0,77 | 1.587 | -1,31 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 22.654 | 20,38 | 519 | 19,86 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 773.330 | 9,62 | 17.717 | 9,08 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 146 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 4.517.368 | 0,87 | 104.012 | 0,46 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 99.238 | 24,83 | 2.285 | 24,27 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 57.638 | 9,11 | 1.327 | 8,68 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 4.955.330 | 7,85 | 114.096 | 7,40 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 24.414 | -55,95 | 562 | -56,13 | ||||
| 2026-01-16 | 13F | Capital Performance Advisors Llp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 9.035 | 208 | ||||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 65.353 | 0,00 | 1 | 0,00 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 291.761 | 8,67 | 6.684 | 8,14 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 72.310.956 | -5,67 | 1.664.957 | -6,06 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 205.828 | 2,77 | 4.739 | 2,35 | ||||
| 2026-02-11 | 13F | Dodds Wealth, LLC | 2.006.858 | -10,92 | 46.208 | -11,29 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 158.627 | -0,17 | 3.659 | -1,45 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 146.413 | -21,50 | 3.371 | -21,82 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 29.552 | 3,95 | 677 | 3,52 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 128.790 | 175,93 | 2.951 | 174,67 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 251 | 6 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 866.033 | 0,09 | 19.945 | -0,30 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 6.784 | 8,32 | 156 | 8,33 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 79.857 | 738,22 | 1.830 | 735,16 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 2.151 | 0,00 | 49 | 0,00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 37.559 | 860 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 56.217 | 14,57 | 1.288 | 13,99 | ||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 41.094 | 946 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 82.463 | -0,84 | 1.889 | -1,31 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 410 | 703,92 | 9 | 800,00 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 43.453 | 10,14 | 996 | 9,58 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 90.008 | 4.556,39 | 2.072 | 4.609,09 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 6.178 | 142 | ||||||
| 2026-04-09 | 13F | PFS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 571.455 | 1,89 | 13.158 | 1,47 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 44.255 | 2,06 | 1.019 | 1,60 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 15.924 | 14,07 | 365 | 13,40 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 128.026 | -4,95 | 2.933 | -5,42 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 287.200 | 424,53 | 6.580 | 422,14 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 101 | -87,30 | 2 | -88,89 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 27.922 | 108,12 | 643 | 107,10 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 31.895 | 116,96 | 731 | 115,98 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 266.230 | -0,78 | 6.130 | -1,19 | ||||
| 2026-02-05 | 13F | Prudent Investors Network | 13.431 | 0,00 | 309 | -0,32 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 78.546 | 7,90 | 1.809 | 7,43 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 20.583 | 472 | ||||||
| 2026-04-17 | 13F | Paragon Capital Management Inc | 191.740 | -0,47 | 4.393 | -0,97 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 15.353 | 352 | ||||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 46.554 | 13,70 | 1.067 | 13,16 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 46.020 | 1,17 | 1.060 | 0,76 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 12.945 | 372,45 | 296 | 368,25 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 750.002 | -6,29 | 17.269 | -6,68 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 33.795 | -9,15 | 774 | -9,58 | ||||
| 2026-01-28 | 13F | Juno Financial Group LLC | 729.615 | 16.799 | ||||||
| 2026-04-03 | 13F | Adirondack Trust Co | 5.829 | 8,02 | 133 | 7,26 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 1.256.244 | 4,80 | 28.781 | 4,28 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 55 | 0,00 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 1.881 | 0,00 | 43 | 0,00 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 327 | 8 | ||||||
| 2026-02-02 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Fairtree Asset Management (Pty) Ltd | 295.534 | 3,85 | 6.805 | 3,42 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 85.658 | -82,31 | 1.972 | -82,38 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 148 | 0,00 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Paragon Private Wealth Management, LLC | 40.550 | -11,42 | 934 | -11,81 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 214.352 | -0,06 | 4.911 | -0,57 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 56.742 | 57,25 | 1.306 | 55,17 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 808.370 | 18.520 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 193 | 131,33 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 78.574 | 110,65 | 1.809 | 109,86 | ||||
| 2026-02-11 | 13F | State Farm Mutual Automobile Insurance Co | 2.366.596 | 50,32 | 54.491 | 49,70 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 25.503 | -3,38 | 584 | -3,79 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 13.703 | 314 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 618 | 0,00 | 14 | 0,00 | ||||
| 2025-10-31 | 13F | Frazier Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 876.773 | 4,91 | 20.188 | 4,48 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 279.952 | 37,35 | 6.414 | 36,65 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 143.267 | -68,74 | 3.282 | -68,90 | ||||
| 2026-01-29 | 13F | Comerica Bank | 178.434 | -2,10 | 4.108 | -2,49 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 33.440 | 10,04 | 770 | 9,54 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.115.125 | 2,00 | 25.548 | 1,49 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 4.106 | 0,00 | 95 | 0,00 | ||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 100.424 | 0,00 | 2.301 | -0,52 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 236.147 | -26,63 | 5.437 | -26,93 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 135.273 | 9,11 | 3.116 | 8,72 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 174 | 4 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 270.506 | 6.197 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 768.174 | 17.599 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 24.763 | -1,55 | 567 | -2,07 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.081.586 | 6,84 | 24.906 | 6,40 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 350.378 | -9,41 | 7.999 | -10,17 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 464.931 | 11,36 | 10.642 | 10,70 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 186.721 | 695,51 | 4.278 | 692,04 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 1.456 | 1.593,02 | 34 | 3.200,00 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.425 | 33 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 74.347 | 1.703 | ||||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 23.676.557 | 20,94 | 545.153 | 20,45 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 458.126 | 10.548 | ||||||
| 2026-01-23 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 55.604 | -1,55 | 1.280 | -1,92 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 353 | 8 | ||||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 24.882 | -6,72 | 573 | -7,14 | ||||
| 2026-02-17 | 13F | Toronto Dominion Bank | 1.246 | 29 | ||||||
| 2026-01-30 | 13F | Sigma Planning Corp | 11.099 | 16,84 | 256 | 16,44 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 302.104 | 6.921 | ||||||
| 2026-02-10 | 13F | Operose Advisors LLC | 193 | 4 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 27.658 | 634 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 154.942 | 3.550 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 2.993 | 75,34 | 69 | 74,36 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 279.187 | 351,72 | 6.396 | 349,47 | ||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 256.529 | 6,69 | 5.907 | 6,26 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 150.426 | 478,05 | 3.446 | 475,29 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 145 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 524.342 | -12,51 | 12.073 | -12,88 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 36.161 | 826 | ||||||
| 2026-02-13 | 13F | Clifford Group, LLC | 41.494 | 10,75 | 955 | 10,28 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 252 | 0,00 | 6 | 0,00 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 329.632 | 0,00 | 7.590 | 0,00 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 240 | 0,00 | 5 | 0,00 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 361 | 0,00 | 8 | 0,00 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 3.270 | 0,00 | 75 | -1,33 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 25.859 | 592 | ||||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 332 | 0,30 | 8 | 0,00 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 147.240 | 71,57 | 3.398 | 71,22 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 47.306 | 1.089 | ||||||
| 2025-11-06 | 13F | Savvy Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 276.957 | 524,20 | 6.345 | 521,45 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 25.978 | 8,05 | 598 | 7,75 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 185.957 | -1,49 | 4.260 | -1,98 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 45.313 | 1.038 | ||||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 530.508 | -6,43 | 12.234 | -6,68 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 129.284 | 6,64 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 7.396.196 | -7,74 | 170.297 | -8,12 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3.428 | 79 | ||||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 1.000 | 0,00 | 23 | -4,35 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 22.162 | -7,00 | 1 | |||||
| 2026-02-13 | 13F | Shelter Mutual Insurance Co | 137.620 | 10,48 | 3.169 | 10,07 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 178.635 | 6,47 | 4.093 | 5,93 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 147 | 0,00 | 3 | 0,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 5.921.573 | 425,10 | 136 | 440,00 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 161.752 | 3.706 | ||||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 3.732 | 86 | ||||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 13.206 | 18,93 | 304 | 18,75 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 1.779.220 | 2,35 | 40.967 | 1,93 | ||||
| 2026-02-13 | 13F | Adventist Health System Sunbelt Healthcare Corp | 13.957 | 0,00 | 322 | -0,31 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 40.637 | 0,08 | 936 | -0,32 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 797.055 | -3,83 | 18.352 | -4,22 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 157.829 | 27,52 | 3.634 | 27,02 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 4.953 | 0,00 | 113 | -0,88 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 193.651 | 1.000,98 | 4.459 | 998,03 | ||||
| 2026-04-27 | 13F | Nationwide Fund Advisors | 798.801 | -29,09 | 18.301 | -29,45 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 156.171 | 1,95 | 3.578 | 1,42 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 16.000 | 367 | ||||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 222.909 | 11,22 | 5.132 | 10,77 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 595.914 | 3.157,25 | 13.721 | 3.151,18 | ||||
| 2026-02-02 | 13F | Essex Savings Bank | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.748 | 20,30 | 40 | 21,21 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 13.648 | -2,30 | 314 | -2,48 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 1.773 | 42,64 | 41 | 42,86 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 35.617.520 | 8,63 | 821.262 | 8,34 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 79 | 1,28 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 12.966 | 299 | ||||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 419.429 | 0,56 | 9.657 | 0,16 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 6.588.546 | 178,95 | 151 | 177,78 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 13.198 | 5,85 | 304 | 5,21 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 20.533 | -12,46 | 474 | -12,73 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13.197 | -12,48 | 302 | -12,97 | ||||
| 2026-02-03 | 13F | Jordan Park Trust Co LLC | 82.886 | -1,33 | 1.908 | -1,75 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 68.117 | -34,32 | 1.568 | -34,58 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 189.239 | -23,05 | 4.335 | -23,44 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 11.888 | 0,62 | 274 | 0,00 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 3.941 | -0,73 | 90 | -1,10 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 358 | 0,00 | 8 | 0,00 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 24.609 | 15,27 | 564 | 14,66 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 177.450 | -2,84 | 4.086 | -3,24 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 102.480 | 2.348 | ||||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 82.896 | -87,15 | 1.909 | -87,20 | ||||
| 2026-01-28 | 13F | Headland Capital, LLC | 15.187 | -1,07 | 350 | -1,41 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 2.607 | 0,00 | 60 | -1,67 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 150 | -54,71 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 9.507 | -4,38 | 219 | -4,80 | ||||
| 2026-01-14 | 13F | Chesley Taft & Associates LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 467.933 | 112,17 | 10.774 | 111,30 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 17.212 | 9,41 | 396 | 9,09 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 13.595 | -22,70 | 311 | -23,02 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 245.093 | 822,48 | 5.615 | 818,99 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 39 | 1 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 19.883 | 22,17 | 458 | 21,54 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 3.775 | -60,71 | 87 | -61,26 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 1.114.892 | 6,23 | 25.670 | 5,79 | ||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 409.401 | -0,67 | 9.379 | -1,16 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 78.046 | -21,17 | 1.797 | -21,49 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 801 | -4,64 | 18 | -5,26 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 21.290 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 10.494 | 240 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 489.638 | -64,70 | 11.218 | -64,88 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 10.043 | -6,58 | 231 | -6,85 | ||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 209.146 | 5,62 | 4.816 | 5,18 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 35.401 | 811 | ||||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 19.046 | 4,78 | 439 | 4,29 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.834.821 | 1.391,72 | 42.247 | 1.385,97 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 18.057 | 0,00 | 416 | -0,48 | ||||
| 2026-04-24 | 13F | Balentine LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 540.257 | -2,70 | 12.439 | -3,10 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 21.848 | 5,97 | 501 | 5,49 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.071.354 | -6,28 | 25 | -7,69 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 20.793 | 57,09 | 476 | 56,58 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 67.554 | 8,46 | 1.555 | 7,99 | ||||
| 2026-02-10 | 13F | Three Bridge Wealth Advisors, LLC | 16.421 | 32,00 | 378 | 31,71 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 9.591 | -9,66 | 221 | -10,20 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 43.547 | -2,12 | 1.003 | -2,53 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 264.363 | 5,26 | 6.057 | 4,74 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 201.765 | 4.622 | ||||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 32.418 | 3.194,51 | 746 | 3.290,91 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 1.805 | 0,00 | 42 | 0,00 | ||||
| 2025-11-12 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 10.645 | 0,14 | 244 | -0,41 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 394.706.971 | 8,99 | 9.088.128 | 8,55 | ||||
| 2026-01-29 | 13F | UBS Group AG | 5.302.964 | -3,98 | 122.101 | -4,37 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 9.978 | -6,01 | 229 | -6,56 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 61.550 | -0,49 | 1.417 | -0,91 | ||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 25.713 | 0,00 | 592 | -0,34 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 1.590.125 | -0,06 | 36.430 | -0,56 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 9.662 | -94,61 | 221 | -94,65 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5.260.410 | 107,02 | 120.516 | 105,98 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 980.613 | -1,50 | 22.558 | -2,67 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 4.549 | 104 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 1.667.429 | 1,42 | 38.201 | 0,92 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 42 | 0,00 | 1 | |||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 447 | 10 | ||||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 8.237 | -26,13 | 190 | -26,46 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 30.246 | -29,21 | 693 | -29,60 | ||||
| 2026-02-12 | 13F | Collier Financial | 65.587 | 11,02 | 1.510 | 10,62 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 43.246 | -7,89 | 996 | -8,29 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 19.544 | -0,45 | 450 | -0,66 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 15.706 | 360 | ||||||
| 2026-02-17 | 13F | Creative Planning | 306.177 | -5,31 | 7.050 | -5,71 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 3.253 | 75 | ||||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 127.643 | 213,89 | 2.939 | 212,55 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 10.760 | -14,63 | 248 | -15,12 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 9.781 | 1,09 | 225 | 0,90 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 3.526.419 | 4,55 | 81.196 | 4,12 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 151.029 | 19,25 | 3.477 | 18,75 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 54.423 | -0,79 | 1.247 | -1,35 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 10.620 | -20,17 | 245 | -20,52 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 63.237 | -1,20 | 1.449 | -1,70 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 782.348 | 17.924 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 26.945 | 59,72 | 617 | 59,02 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 17.609 | 405 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 52.233 | 86,11 | 1.205 | 84,38 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 1.118 | 0,00 | 26 | 0,00 | ||||
| 2026-02-05 | 13F | Spectrum Strategic Capital Management, LLC | 433.752 | -6,78 | 9.987 | -7,16 | ||||
| 2025-10-29 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 36.010 | -2,82 | 825 | -3,40 | ||||
| 2026-02-09 | 13F | Genus Capital Management Inc. | 928.796 | -0,39 | 21.386 | -0,80 | ||||
| 2025-11-10 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | PFG Advisors | 68.013 | -64,92 | 1.566 | -65,08 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 234.248 | 6,55 | 5.367 | 6,01 | ||||
| 2026-02-18 | 13F | KKM Financial LLC | 37.970 | 3,70 | 874 | 3,31 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 1.815 | 0,00 | 42 | 0,00 | ||||
| 2025-11-14 | 13F | Ieq Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 68.371 | 2,44 | 1.574 | 2,01 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 531 | 1,34 | 12 | 0,00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 1.643.751 | 2,74 | 37.847 | 2,31 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Csenge Advisory Group | 35.511 | 15,14 | 818 | 14,59 | ||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 845.043 | 2,64 | 19 | -90,00 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 2.726 | 0,00 | 63 | -1,59 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 11.906 | 275 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 176.815 | 248,16 | 4.051 | 246,45 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 1.005.270 | 17,17 | 23.146 | 16,69 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 439.590 | 6,82 | 10.122 | 6,38 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 1.888.331 | 19,88 | 43.479 | 19,39 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 20.447 | 0,01 | 471 | -0,42 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 36.608 | -9,44 | 843 | -9,85 | ||||
| 2026-02-17 | 13F | Seldon Capital Lp | 11.600 | 0,00 | 267 | -0,37 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 815.856 | -11,87 | 18.691 | -12,31 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 9.201 | 211 | ||||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 9.831 | -6,42 | 226 | -6,61 | ||||
| 2026-02-09 | 13F | Morningstar Investment Management LLC | 10.701.492 | 0,00 | 246 | -0,40 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 44.446 | 10,11 | 1.023 | 9,65 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 12.892 | 8,60 | 297 | 8,03 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 188.307 | 3,53 | 4.336 | 3,09 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 55.769 | -3,00 | 1 | 0,00 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 1.014 | 0,00 | 23 | 0,00 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 71.135 | 10,29 | 1.630 | 9,70 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 12.637.717 | 10,32 | 290.983 | 9,87 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 15.139 | 19,86 | 347 | 19,31 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 63.205 | 8,31 | 1.455 | 7,86 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 160.426 | 1,60 | 3.694 | 1,18 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 21.406 | 11,71 | 493 | 11,06 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 14.365 | 23,70 | 331 | 23,13 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 88.336 | 3,35 | 2.034 | 2,88 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 1.694 | 39 | ||||||
| 2026-04-22 | 13F | Matauro, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 16.952 | 0,00 | 390 | -0,26 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 80.233 | 2,67 | 1.838 | 2,17 | ||||
| 2026-02-02 | 13F | Addison Capital Co | 389.627 | 42,60 | 8.971 | 42,01 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.184.157 | 4,68 | 27.265 | 104.765,38 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 211.142 | 228,00 | 4.837 | 226,38 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 35.006 | 5,63 | 802 | 4,98 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 331 | 8 | ||||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 46.787 | -13,74 | 1.082 | -13,24 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 17.122 | 24,31 | 394 | 23,90 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 4.937.659 | -2,08 | 114.159 | -1,48 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 2.158 | 0,00 | 50 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 32.547.584 | -2,20 | 749.408 | -2,60 | ||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 23.452 | 540 | ||||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 78.282 | 1.800 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 15.674 | -23,29 | 361 | -23,73 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 15.423 | 0,00 | 355 | -0,28 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 3.240 | 1,47 | 75 | 1,37 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 9.627 | 222 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 40.038 | 989,47 | 917 | 991,67 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 19.326 | 31,86 | 443 | 31,16 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 767.645 | 37,52 | 17.587 | 36,83 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 19.095 | 19,80 | 441 | 19,57 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 1.540.508 | -1,87 | 35.470 | -2,27 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 3.327 | 253,56 | 76 | 261,90 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 79.756 | 160,91 | 1.827 | 159,89 | ||||
| 2026-02-10 | 13F | Ade, Llc | 62.104 | 12,21 | 1.430 | 11,73 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 11.609 | -17,77 | 267 | -18,10 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 56.684 | 111,91 | 1.305 | 111,17 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 466.217 | 18,53 | 10.681 | 17,94 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 29.767 | -11,73 | 685 | -12,07 | ||||
| 2026-01-16 | 13F | Standard Life Aberdeen plc | 14.103 | 0,00 | 325 | -0,61 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 775.899 | 37,71 | 17.865 | 37,15 | ||||
| 2025-11-04 | 13F | Peak Retirement Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 97.622 | -1,11 | 2.248 | -1,49 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 165.640 | 37,08 | 3.814 | 36,52 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 692 | 0,00 | 16 | 0,00 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 222 | 0,00 | 5 | 0,00 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 48.612 | 49,89 | 1.119 | 49,40 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 17.514 | 20,21 | 401 | 19,70 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 35.566 | 17,09 | 819 | 16,52 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 1.330 | -98,29 | 31 | -98,33 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 9.629 | 0,00 | 222 | -0,45 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 12.715 | 0,76 | 291 | 0,34 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 391.435 | -25,81 | 9.013 | -26,12 | ||||
| 2026-02-14 | 13F | American Trust | 9.982 | 230 | ||||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 10.420 | 1,01 | 239 | 0,42 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 12.574 | 144,77 | 290 | 144,92 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 35.567 | 256,85 | 815 | 255,46 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 132.391 | 6,05 | 3.048 | 5,61 | ||||
| 2026-02-13 | 13F | STAR Financial Bank | 121.608 | 2.800 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 4.700.163 | 9,64 | 108.221 | 9,19 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 452 | 10 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 2.257.123 | -36,31 | 51.980 | -36,40 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 140.981 | 3.230 | ||||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 67.302 | -8,34 | 1.550 | -9,47 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 31.802 | 0,00 | 729 | -0,55 | ||||
| 2026-02-05 | 13F | Lockheed Martin Investment Management Co | 1.250.000 | 0,00 | 28.781 | -0,41 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 160.391 | 819,20 | 3.671 | 815,46 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 78.864 | 629,55 | 1.816 | 628,92 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 4.458 | 103 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 48.642 | 1.114 | ||||||
| 2026-02-10 | 13F | Sentinus, LLC | 13.888 | -8,16 | 320 | -8,60 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 22.955.036 | -22,47 | 521.449 | -23,59 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 92.864 | -5,46 | 2.138 | -5,81 | ||||
| 2026-02-12 | 13F | Stelac Advisory Services LLC | 37.199 | -11,86 | 857 | -12,21 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 79.154 | 67,92 | 1.824 | 67,49 | ||||
| 2025-11-14 | 13F | Nepc Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Brasada Capital Management, Lp | 31.400 | -5,04 | 723 | -5,50 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 95.245 | -0,93 | 2.193 | -1,31 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 27.406 | -6,70 | 631 | -7,07 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 1.211 | -26,43 | 28 | -28,95 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 357.087 | 295,41 | 8.181 | 293,46 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 235 | 1,29 | 5 | 0,00 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 12.658 | -19,65 | 290 | -20,17 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 53.400 | -8,27 | 1.230 | -8,62 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 290.392 | 7,02 | 6.686 | 6,58 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 587.797 | 529.446,85 | 13.547 | 6,29 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 411 | 9 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 47.411 | -5,08 | 1.086 | -5,57 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 51.532 | -2,54 | 1.181 | -3,04 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 2.984 | 48,75 | 69 | 47,83 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 9.594 | 0,60 | 220 | 0,00 | ||||
| 2026-04-08 | 13F | KWB Wealth | 18.012 | -5,16 | 415 | -5,26 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 49 | -91,72 | 1 | -92,31 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 443.345 | 1,36 | 10.208 | 0,95 | ||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 545.685 | 513,98 | 12.502 | 511,00 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 4.545 | 166,10 | 105 | 166,67 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 112.540 | -2,93 | 2.591 | -3,32 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 9.500 | -10,38 | 219 | -11,02 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 30.644 | 53,06 | 706 | 52,60 | ||||
| 2025-11-07 | 13F | GenTrust, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Roundview Capital LLC | 22.474 | 0,00 | 517 | -0,39 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 18.144 | 15,91 | 418 | 15,51 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 101.555 | -1,08 | 2.338 | -1,47 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 32.140 | 26,59 | 740 | 25,68 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 1.510 | 234,81 | 35 | 240,00 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 2.764 | 278 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 47.468 | 7,96 | 1.093 | 7,48 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 15.682 | 17,35 | 361 | 16,83 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 16.233 | 4,80 | 372 | 4,21 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 946 | 148,95 | 22 | 162,50 | ||||
| 2026-04-24 | 13F | School Employees Retirement Board Of Ohio | 1.088.991 | 0,00 | 24.949 | -0,52 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Tidemark, LLC | 648 | 0,00 | 15 | 0,00 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 509.904 | 68,03 | 11.741 | 66,12 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 707 | 685,56 | 16 | 700,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 960.565 | 58,29 | 22.007 | 57,50 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 142.986 | 3.292 | ||||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 18.635 | -0,08 | 429 | -0,46 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 187.599 | 38,67 | 4.298 | 37,90 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 3.016 | -1,95 | 69 | -1,43 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 38.878 | -12,14 | 895 | -12,51 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 590 | 0,00 | 14 | 0,00 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 43.976 | -21,14 | 1.007 | -21,51 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 2.885 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 2.480.613 | 7,62 | 57.116 | 7,18 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 182.914 | 5,34 | 4.191 | 4,02 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 111.425 | 38,11 | 2.566 | 37,53 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 16.789 | -81,51 | 385 | -81,64 | ||||
| 2026-02-05 | 13F | Clarendon Private LLC | 50.632 | -6,72 | 1.166 | -7,10 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 38.156 | -4,51 | 874 | -5,00 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 27.953 | 1,59 | 640 | 1,11 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 12.900 | 296 | ||||||
| 2026-04-20 | 13F | TFB Advisors LLC | 45.441 | -39,01 | 1.041 | -39,30 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 156.418 | -30,04 | 3.584 | -30,39 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 96.782 | 27,03 | 2.217 | 26,40 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 1.912 | 262,81 | 44 | 266,67 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 9.995 | -29,72 | 230 | -29,88 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 22.288 | 2,97 | 513 | 2,19 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.830 | -21,52 | 65 | -21,69 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 867.640 | 3,74 | 19.977 | 3,32 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 64.913 | 2,87 | 1.498 | 2,67 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 9.781 | 1,09 | 225 | 0,90 | ||||
| 2026-01-30 | 13F | Cosner Financial Group, LLC | 72.312 | -3,38 | 1.665 | -3,82 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 21.359 | -2,48 | 489 | -2,98 | ||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 15.235 | 351 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 2.613 | 326,26 | 60 | 321,43 | ||||
| 2026-01-21 | 13F | DMG Group, LLC | 93.894 | 2,11 | 2.162 | 1,69 | ||||
| 2025-11-10 | 13F | Colonial Trust Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 88 | 2 | ||||||
| 2026-02-13 | 13F | Wealth Alliance | 31.763 | 85,43 | 731 | 84,60 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 290.889 | 22,95 | 6.698 | 22,43 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 429.576 | -13,28 | 9.891 | -13,64 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 326.086 | 9,66 | 7.508 | 9,21 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 11 | -87,64 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 330 | 8 | ||||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 91.585 | 2.109 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 8.169.778 | 9,32 | 187.170 | 8,77 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 381.747 | 1,45 | 8.790 | 1,02 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 295.984 | 24,71 | 6.815 | 24,20 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 15.665 | 361 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 24.990.246 | 3,05 | 575.400 | 2,63 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 124.764 | 3 | ||||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 16.906.712 | 11,90 | 389.277 | 11,44 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 13.542 | 0,11 | 310 | -0,32 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 1.902 | 44 | ||||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 44.474 | 9,40 | 1.028 | 10,06 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 93.577 | -2,55 | 2.144 | -3,03 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 15.786 | -5,52 | 362 | -5,99 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 9.091 | -9,91 | 209 | -10,30 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 278.031 | 546,03 | 6.370 | 543,33 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 91.579 | 4,26 | 2.109 | 3,84 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 3.846 | 72,39 | 89 | 72,55 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 4.229 | 0,00 | 97 | -1,03 | ||||
| 2026-01-27 | 13F | Silphium Asset Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | ARGI Investment Services, LLC | 523.475 | 12.053 | ||||||
| 2026-02-10 | 13F | Bnp Paribas | 68.816 | -14,39 | 1.584 | -14,75 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 329.665 | 8 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 212 | -82,69 | 5 | -85,71 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 2.672.209 | 10,61 | 61.528 | 10,15 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 119.087.423 | 7,09 | 2.741.988 | 6,65 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 15.812 | -6,49 | 364 | -6,67 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 34.463 | 0,00 | 794 | -0,38 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 902.012 | 8,95 | 20.593 | 8,03 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 10.153 | -1,90 | 234 | -2,51 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 34.664 | -3,02 | 798 | -3,39 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 16.084 | 0,00 | 370 | -0,27 | ||||
| 2026-04-02 | 13F | Marex Group plc | 22.953 | 0,00 | 528 | 0,00 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 3.440.671 | -0,69 | 79.222 | -1,10 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 10.954 | 0,15 | 251 | -0,40 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 122 | 0,00 | 3 | 0,00 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 21.805 | -11,38 | 502 | -11,62 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 10.690 | 245 | ||||||
| 2026-02-04 | 13F | Bailard, Inc. | 1.879.087 | 20,50 | 43.266 | 20,00 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 8.500 | 0,00 | 196 | -0,51 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 65.388 | 1,27 | 1.506 | 0,87 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 101.061 | 279,40 | 2.315 | 277,65 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 306.208 | 604,36 | 7.015 | 601,50 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 10.816 | 248 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 3.430.682 | 10,50 | 78.991 | 10,04 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 20.409 | -3,75 | 470 | -4,29 | ||||
| 2026-02-05 | 13F | Phoenix Holdings Ltd. | 424.158 | -14,84 | 9.760 | -15,18 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 103.014 | 3,39 | 2.372 | 2,95 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 162.193 | 3,95 | 3.734 | 3,52 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 51.356 | 333,27 | 1.187 | 336,40 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 55.408 | 1.268 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 18.155 | 31,53 | 416 | 30,91 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 37 | 0,00 | 1 | |||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 23.871 | 551 | ||||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 73.941 | 13,04 | 1.702 | 12,57 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 164.646 | 2,28 | 3.791 | 1,85 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 215.981 | 5,82 | 4.942 | 5,19 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 1.554.058 | 3,98 | 35.603 | 3,46 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 189.693 | 21,89 | 4.346 | 21,27 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 90.084 | 2,01 | 2.074 | 2,12 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 24.252 | 0,11 | 559 | -0,71 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 129.169 | -7,84 | 2.974 | -8,21 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 5.604 | 178,25 | 129 | 180,43 | ||||
| 2026-04-24 | 13F | Bayban | 434 | 0,00 | 10 | 0,00 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 33.006 | -11,67 | 760 | -12,05 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 114.252 | 2.618 | ||||||
| 2026-02-10 | 13F | Colton Groome Financial Advisors, Llc | 13.400 | -37,46 | 309 | -37,78 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 113 | 0,00 | 3 | 0,00 | ||||
| 2026-01-15 | 13F | Range Financial Group LLC | 46.540 | 88,71 | 1.072 | 87,89 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 65.014 | 4,80 | 1.489 | 4,27 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 11.839 | 13,11 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 4.370.401 | 14,24 | 100.104 | 13,35 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 340 | 4.757,14 | 8 | |||||
| 2026-04-28 | 13F | SBI Okasan Asset Management Co.Ltd. | 35.008 | 15,45 | 801 | 14,43 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 73.097 | 1,08 | 1.683 | 0,66 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 247.344 | 127,87 | 5.667 | 126,73 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 36.231 | 45,91 | 834 | 45,30 | ||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 132.647 | 0,00 | 3.054 | 0,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 10.800 | 249 | |||||
| 2026-01-05 | 13F | Union Bancaire Privee, UBP SA | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 42.850 | 987 | ||||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 1.584.253 | -16,75 | 36.477 | -17,10 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 36.678 | 92,04 | 845 | 91,38 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 712 | 1,14 | 0 | |||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 300 | 0,00 | 7 | 0,00 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 1.577 | 13,70 | 0 | |||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 113 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 116.057 | 10,50 | 2.678 | 9,93 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 4.140.113 | 11,85 | 95.326 | 11,39 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 66.935 | 29,79 | 1.533 | 29,15 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 22.168 | -13,32 | 508 | -13,78 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 4.950.700 | -4,63 | 113.995 | -3,84 | ||||
| 2026-02-03 | 13F | Privium Fund Management (UK) Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 13.960 | 320 | ||||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 25.903 | -0,04 | 596 | -0,50 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 11.665 | 267 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 335.991 | 140,87 | 7.698 | 139,71 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 219.076 | 5.044 | ||||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 210.895 | -1,60 | 4.832 | -2,09 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 17.998 | 412 | ||||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 67.138 | -1,05 | 1.546 | -1,47 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 16.207 | 70.365,22 | 371 | 9,76 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 201 | 252,63 | 5 | 300,00 | ||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 2.360 | 678 | ||||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 9.380 | 215 | ||||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 18.808.265 | -5,56 | 433.060 | -5,95 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 1.843.471 | 0,25 | 42.446 | -0,16 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 195.076.828 | 366,05 | 4.491.644 | 364,14 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 639.725 | 10,28 | 14.730 | 9,83 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 9.828 | 5,19 | 226 | 4,63 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 591.172 | 13.508 | ||||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 95.988 | 55,96 | 2.191 | 54,62 | ||||
| 2026-01-15 | 13F | Sollinda Capital Management LLC | 161.564 | 7,65 | 3.720 | 7,24 | ||||
| 2026-02-06 | 13F | GLOBALT Investments LLC / GA | 118.125 | 0,00 | 2.720 | -0,44 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 11.078 | 0,33 | 254 | -0,39 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 223.100 | -1,87 | 5.138 | -2,26 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 210.568 | 2,66 | 4.824 | 2,16 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 2.226 | -9,33 | 51 | -8,93 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 15.582 | 0,03 | 359 | -0,56 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 203.279 | 4.657 | ||||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 58.777 | 16,93 | 1.353 | 16,44 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 70.049 | 10,11 | 1.607 | 9,25 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 157.504 | 3,22 | 3.627 | 2,81 | ||||
| 2026-01-20 | 13F | Coign Capital Advisors LLC | 326.416 | 4,06 | 7.516 | 3,63 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 55.688 | -7,36 | 1.282 | -8,49 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 318 | 0,63 | 7 | 0,00 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 479 | 11 | ||||||
| 2026-04-27 | 13F | GDS Wealth Management | 12.782 | 8,37 | 293 | 7,75 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 25.489 | -2,51 | 587 | -2,98 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 1.019.615 | 612,95 | 23.359 | 609,57 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 47.321 | 10,84 | 1.090 | 10,33 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 41.938 | 0,33 | 961 | -0,21 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 5.479 | -70,84 | 126 | -70,97 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 20.347 | 466 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 103.776 | 216,24 | 2.001 | 163,85 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 78.223 | 1.792 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 3 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 4.268 | -28,21 | 98 | -28,47 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 13.584 | 313 | ||||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 5.268 | 121 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 36.971 | 847 | ||||||
| 2026-04-10 | 13F | Novem Group | 156.713 | 4,41 | 3.590 | 3,88 | ||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 127.922 | 5,80 | 2.944 | 5,37 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 13.249 | -1,37 | 304 | -1,94 | ||||
| 2026-02-17 | 13F | Crabel Capital Management, LLC | 211.039 | 21,12 | 4.859 | 20,63 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 956 | -47,76 | 22 | -50,00 | ||||
| 2026-02-13 | 13F | Quarry LP | 400 | 9 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 181.934 | 1.095,83 | 4.168 | 1.090,86 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 364.775 | 318,19 | 8.357 | 316,14 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 37.034 | 9,02 | 853 | 8,54 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 99.192 | 0,52 | 2.284 | 0,09 | ||||
| 2026-02-12 | 13F | Columbia River Financial Group, LLC | 9.557 | 4,19 | 0 | |||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 33.260 | -1,65 | 766 | -2,05 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 156 | 4 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 30.477 | 702 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 25.821 | 45,05 | 592 | 44,50 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 49.395 | -3,75 | 1.137 | -4,13 | ||||
| 2026-02-12 | 13F | Castleark Management Llc | 3.329.569 | 2,19 | 76.663 | 1,77 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 8.382 | 22,94 | 192 | 22,29 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 1.250 | 0,00 | 29 | 0,00 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 9.070 | 209 | ||||||
| 2026-04-16 | 13F | Financial Management Network Inc | 295.521 | 13,00 | 6.764 | 12,40 | ||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 818.330 | -0,41 | 18.842 | -0,82 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 44.859 | -4,07 | 1.033 | -4,53 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 61.349 | 120,54 | 1.406 | 119,53 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 42.289 | 12,08 | 974 | 11,58 | ||||
| 2026-01-21 | 13F | Seascape Capital Management | 496.106 | 2,80 | 11 | 0,00 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 106.868 | 211,45 | 2.461 | 210,21 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 2.264 | 0,00 | 52 | 0,00 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 133.768 | -23,37 | 3.080 | -23,67 | ||||
| 2026-04-20 | 13F | City State Bank | 15.691 | 1,95 | 359 | 1,41 | ||||
| 2026-02-13 | 13F | Commerce Bank | 1.372.690 | 27,29 | 31.606 | 26,77 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 47.509 | 299,10 | 1.088 | 297,08 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 21.426 | 491 | ||||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 69.620 | -6,69 | 1.603 | -7,13 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | KM Capital Management Ltd. | 15.373 | 0,00 | 354 | -0,56 | ||||
| 2026-02-14 | 13F | Bank of Marin | 63.984 | 0,00 | 1.473 | -0,41 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 56.532 | 1.295 | ||||||
| 2026-01-28 | 13F | Dentgroup LLC | 60.728 | -1,23 | 1.398 | -1,62 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 24.496 | -61,69 | 561 | -61,89 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 94.948 | 10.449,78 | 2 | |||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 412 | -99,92 | 9 | -99,93 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 771.228 | 0,94 | 17.669 | 0,43 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 691.470 | 21,98 | 15.921 | 21,49 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 7.808 | 0,30 | 180 | 0,00 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 108.473 | 10,61 | 2.485 | 10,05 | ||||
| 2025-11-10 | 13F | Transatlantique Private Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 20.604 | 4,04 | 471 | 3,29 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.776 | 0,06 | 41 | -2,44 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 22.975 | 0,56 | 526 | 0,00 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 161.302 | 3.695 | ||||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 10.137 | 233 | ||||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 34.328 | 786 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 30.700 | -1,83 | 703 | -2,36 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 16.229 | -37,02 | 372 | -37,44 | ||||
| 2026-01-15 | 13F | Hara Capital LLC | 44.752 | -10,86 | 1.030 | -11,21 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 12.955 | 298 | ||||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 23.852 | -10,68 | 1 | |||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 186.044 | 1,91 | 4.262 | 106.450,00 | ||||
| 2026-02-12 | 13F | Sumitomo Mitsui Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 8.998 | -0,21 | 207 | -0,48 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 824 | 0,00 | 19 | -5,26 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 52.916 | 5,37 | 1.218 | 4,91 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.288 | -3,74 | 30 | -3,33 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 965 | 0,00 | 22 | 0,00 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 325.172 | 7.450 | ||||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 26.860 | 12,29 | 618 | 11,75 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 10.877 | 0,00 | 249 | -0,40 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 619.790 | -6,12 | 14.199 | -6,59 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 100 | 0,00 | 2 | 0,00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4.994 | -34,19 | 114 | -34,48 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 182 | 1,11 | 4 | 0,00 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 539.876 | 37,45 | 12.450 | 37,12 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 734.182 | 7,65 | 16.820 | 7,11 | ||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 439.524 | 10,79 | 10.070 | 10,24 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 177.969 | 2,87 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | 1607 Capital Partners, LLC | 3.211.122 | -13,01 | 73.936 | -13,37 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 407.358 | 4,29 | 9.379 | 3,86 | ||||
| 2026-02-10 | 13F | Henderson Brothers Financial Partners, LLC | 255.729 | 5.888 | ||||||
| 2026-02-17 | 13F | One Wealth Capital Management, Llc | 20.707 | 13,96 | 477 | 13,33 | ||||
| 2026-02-13 | 13F | S&t Bank/pa | 1.081 | 25 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 156.058 | 290,29 | 3.575 | 288,59 | ||||
| 2025-10-29 | 13F | Occidental Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 1.102.938 | 4,55 | 25.395 | 4,12 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 2.549 | 13,19 | 59 | 11,54 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 61.272 | 5,10 | 1.411 | 4,68 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 10.017 | 229 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 932 | 0,00 | 21 | 0,00 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2.153.760 | 6,48 | 49.590 | 6,04 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 208.407 | -0,01 | 4.799 | -0,42 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 565.800 | 2.227,34 | 12.962 | 2.218,78 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 53 | -83,74 | 1 | -85,71 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 7.872 | 0,00 | 181 | -0,55 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 158.639 | 11,61 | 3.634 | 11,06 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 56.408 | 129,34 | 1.292 | 128,27 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 23.679 | 2,99 | 545 | 2,64 | ||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 72.332 | -28,90 | 1.656 | -29,33 | ||||
| 2025-11-10 | 13F | IFS Group,LLC | 93.851 | 2.168 | ||||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 81.012 | 12,02 | 1.865 | 11,54 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 12.930 | -98,63 | 299 | -98,63 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 54.639 | 1.252 | ||||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 23.035.555 | 2,65 | 530.394 | 2,22 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 45.163 | 270,34 | 1.034 | 268,93 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 104.397 | 31,75 | 2.392 | 31,09 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 202.029 | 2,18 | 4.652 | 1,75 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 236.764 | 39,81 | 5.452 | 39,23 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 19.694 | 11,81 | 451 | 11,36 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 7.000 | -0,40 | 160 | -0,62 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 45.238 | 41,56 | 1 | |||||
| 2026-04-22 | 13F | Integrated Wealth Management | 26.611 | 610 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 16.807 | 10,07 | 387 | 9,35 | ||||
| 2026-02-02 | 13F | Your Advocates Ltd., LLP | 1.446 | 0,00 | 33 | 0,00 | ||||
| 2026-01-23 | 13F | Avion Wealth | 2.047 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 218.426 | 142,50 | 5.004 | 141,39 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 16.321 | 2,04 | 376 | 1,63 | ||||
| 2026-01-15 | 13F | 4J Wealth Management LLC | 14.198 | -7,88 | 327 | -8,43 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 28.545 | 1,68 | 654 | 1,08 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 578.537 | 5,25 | 13.321 | 4,82 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 9.362 | 0,00 | 216 | -0,46 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 423 | 0,24 | 10 | 0,00 | ||||
| 2025-11-06 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 29.729 | -78,17 | 685 | -78,27 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 634.992 | 7,29 | 14.621 | 6,85 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 4.355 | 0,00 | 100 | 0,00 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 42.600 | -11,23 | 976 | -11,68 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 69.302 | -29,39 | 1.595 | -29,67 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 216.159 | 4.977 | ||||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 13.829 | 318 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 762.874 | 2,95 | 17.565 | 2,53 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 57.444 | 272,58 | 1.316 | 271,75 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 308 | -69,20 | 7 | -69,57 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 11.646 | 27,06 | 268 | 27,01 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 22.127 | 9,08 | 509 | 8,53 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 320.087 | 86,47 | 7.333 | 85,55 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 15.139 | 347 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Indivisible Partners | 13.548 | 312 | ||||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 9.509 | 0,00 | 218 | -0,46 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 71.539 | -25,19 | 1.639 | -25,58 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 91.484 | -1,51 | 2.096 | -2,01 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 785 | -33,42 | 18 | -33,33 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 1.096.862 | 2,20 | 25.129 | 1,70 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 167.953 | 53,31 | 3.878 | 52,64 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 124.309 | 16,16 | 2.848 | 15,59 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 38.986 | 0,70 | 893 | 0,22 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 14.485 | -10,76 | 332 | -11,26 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 3.000 | 0,00 | 69 | -1,45 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 84.529 | 29,68 | 1.937 | 29,07 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 20.982 | 18,22 | 483 | 17,80 | ||||
| 2025-10-29 | 13F | Portfolio Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 143.971 | 39,67 | 3.315 | 39,07 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 227.028 | 766,35 | 5.201 | 762,52 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 11.505 | -0,31 | 265 | -0,75 | ||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 867.377 | 1,77 | 19.971 | 1,35 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 41.931 | -1,30 | 965 | -1,73 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 3.956 | 0,00 | 91 | 0,00 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 121.129 | 2,93 | 2.789 | 2,50 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 1.084.797 | -3,29 | 25 | -4,00 | ||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 13.635 | -26,77 | 314 | -27,21 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 18.087 | 11,20 | 417 | 10,03 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 15.893 | 366 | ||||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 322.781 | 24,14 | 7.432 | 23,93 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 132.923 | 3.061 | ||||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | One Day In July LLC | 89.076 | -1,97 | 2.051 | -2,38 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Roan Capital Partners | 149.220 | 3.419 | ||||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 31.008 | -3,61 | 714 | -4,04 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 59.625 | 237,88 | 1.373 | 237,10 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 14.383 | 38,81 | 330 | 38,24 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 1.039 | 24 | ||||||
| 2026-02-13 | 13F | Croban | 298.315 | 86,33 | 6.867 | 85,62 | ||||
| 2026-02-11 | 13F | Pacific Wealth Management | 604.085 | 1,58 | 13.909 | 1,16 | ||||
| 2026-04-20 | 13F | Meyer Handelman Co | 13.131 | 0,00 | 301 | -0,66 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 380 | 9 | ||||||
| 2026-04-20 | 13F | Dagco, Inc. | 24.947 | 572 | ||||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 78.536 | 1.799 | ||||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 20.439 | 6,55 | 469 | 5,64 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 322.741 | 602,24 | 7.394 | 598,77 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 10.253 | 1,69 | 236 | 1,29 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 1.750 | 40 | ||||||
| 2026-04-24 | 13F | Family Capital Trust Co | 301.399 | 0,00 | 6.938 | 0,00 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 54.030 | 1.244 | ||||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 12.929 | 0,00 | 298 | -0,34 | ||||
| 2025-11-12 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 10.175 | 0,00 | 233 | -0,43 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 1.970 | 0,00 | 45 | 0,00 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 6.570.523 | 13,61 | 151.286 | 13,83 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 60.188 | 29,31 | 1.379 | 40,04 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 9.040 | 16,62 | 208 | 16,20 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 104.093 | 79,86 | 2.385 | 78,98 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 57 | 0,00 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 62.678 | 323,79 | 1.439 | 323,24 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 9.000 | 206 | ||||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 13.222 | -10,04 | 304 | -9,52 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 450 | 0,00 | 10 | 0,00 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 3.752 | 0,11 | 86 | 0,00 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 628.294 | 2,41 | 14.394 | 1,90 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 169 | 0,00 | 4 | 0,00 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 14.385 | 0,00 | 331 | -0,30 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 97.803 | 2.252 | ||||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 12.931 | 25,37 | 296 | 24,89 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 34.517 | -0,04 | 791 | -0,63 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 208 | 0,00 | 5 | 0,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.187 | -24,87 | 27 | -25,00 | ||||
| 2026-02-12 | 13F | Betterment LLC | 30.380 | 6,37 | 1 | |||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 1.247.409 | 366,93 | 28.722 | 365,04 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 161.123 | 29,23 | 3.710 | 28,70 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 30.797 | 40,85 | 709 | 40,40 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 32.603 | -16,60 | 751 | -16,94 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 62 | -62,87 | 1 | -66,67 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 17.267 | 398 | ||||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 25.266 | 1,26 | 582 | 0,87 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 47.734 | -85,94 | 1.099 | -85,99 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 23.053 | -1,63 | 531 | -2,03 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 159.443 | 12,26 | 3.647 | 11,36 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 299 | 7 | ||||||
| 2026-01-26 | 13F | Whittier Trust Co | 581 | -69,71 | 13 | -70,45 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 5.039 | 1.520,26 | 116 | 1.557,14 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 30.280 | 694 | ||||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 189.071 | 4.332 | ||||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 261.936 | 2,01 | 6.030 | 1,57 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 7.600.137 | -3,67 | 174.993 | -4,07 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 75.290.882 | 6,03 | 1.724.914 | 5,50 | ||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 219.377 | 3,04 | 5.026 | 2,30 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 2.912.578 | 50,72 | 67.062 | 50,10 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 14.734 | 9,33 | 339 | 9,00 | ||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 55.742 | 1.283 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 20.808 | 58,12 | 477 | 57,10 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 209 | 5 | ||||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 25.633 | 17,63 | 590 | 17,30 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 12.766 | -8,30 | 294 | -8,72 | ||||
| 2026-02-13 | 13F | Barclays Plc | 64.720 | -84,01 | 1.490 | -84,08 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 357 | 8 |
