Grundlæggende statistik
| Institutionelle ejere | 619 total, 619 long only, 0 short only, 0 long/short - change of 7,25% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7354 % - change of -12,96% MRQ |
| Institutionelle aktier (lange) | 99.722.193 (ex 13D/G) - change of 1,53MM shares 1,56% MRQ |
| Institutionel værdi (lang) | $ 12.137.561 USD ($1000) |
Institutionelt ejerskab og aktionærer
Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (US:GSLC) har 619 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 99,722,193 aktier. Største aktionærer omfatter Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Betterment LLC, Morgan Stanley, Signature Estate & Investment Advisors Llc, LPL Financial LLC, Bank Of America Corp /de/, Goldman Sachs Group Inc, Envestnet Asset Management Inc, and RiverFront Investment Group, LLC .
Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (ARCA:GSLC) 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 March 6, 2026 is 129,54 / share. Previously, on March 7, 2025, the share price was 113,13 / share. This represents an increase of 14,51% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 3.096 | -4,94 | 410 | -3,54 | ||||
| 2026-03-05 | 13F | Mengis Capital Management, Inc. | 27.923 | 1,61 | 3.696 | 3,24 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 95.434 | -4,53 | 12.633 | -3,00 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 8.973 | 86,08 | 1.197 | 90,61 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.340 | 109,14 | 442 | 112,50 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 52.254 | -16,80 | 6.917 | -15,47 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 82 | 0,00 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 411 | 54 | ||||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 50.838 | -0,10 | 6.729 | 1,49 | ||||
| 2026-02-18 | 13F | Plotkin Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | First Horizon Corp | 1.867 | 0,00 | 247 | 1,65 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 434.751 | -2,75 | 57.548 | -1,19 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 26.631 | 5,19 | 3.525 | 6,88 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 23.139 | 1,90 | 3.063 | 3,52 | ||||
| 2026-01-30 | 13F | Activest Wealth Management | 127 | 0,00 | 17 | 0,00 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 53 | -31,17 | 7 | -30,00 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 653 | 20,70 | 86 | 22,86 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 17.980 | 1,74 | 2.386 | 3,34 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 405 | 0,00 | 54 | 1,92 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 32 | 0,00 | 4 | 0,00 | ||||
| 2026-01-12 | 13F | KWB Wealth | 3.674 | -1,32 | 486 | 7,76 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 270 | 0,00 | 36 | 0,00 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 17.336 | -3,12 | 2.295 | -1,59 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 91 | 12 | ||||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 225 | 0,00 | 30 | 0,00 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 6.179 | 0,00 | 818 | 1,49 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 91.970 | -6,17 | 12.174 | -4,66 | ||||
| 2026-02-11 | 13F | CNB Bank | 1.127 | 0,00 | 149 | 2,05 | ||||
| 2026-01-21 | 13F | Capital Advisors Wealth Management, LLC | 38.238 | -3,02 | 5.062 | -1,46 | ||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 22.273 | 2.948 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 2.197 | -7,57 | 291 | -6,15 | ||||
| 2026-01-27 | 13F | Ticino Wealth | 77.145 | 10.212 | ||||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 197 | 0,00 | 26 | 4,00 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 7.469 | 0,16 | 989 | 1,75 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 11.102 | 1.470 | ||||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 220 | 0,00 | 29 | 3,57 | ||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 22 | 3 | ||||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 639 | 0,00 | 85 | 2,41 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 7.373 | 5,95 | 976 | 7,62 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 591 | -31,04 | 78 | -29,73 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 343 | 5,54 | 45 | 7,14 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 633 | 0,00 | 84 | 1,22 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8.913 | -0,55 | 1.180 | 1,03 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 13.625 | -0,13 | 1.804 | 1,46 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 1.943 | -73,29 | 257 | -72,86 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 24 | 380,00 | 3 | |||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 114 | 0,00 | 15 | 7,14 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 3.612 | 0,00 | 478 | 1,70 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 12.937 | -3,84 | 2 | 0,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 578.476 | -0,93 | 76.573 | 0,66 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 467.341 | -3,65 | 61.862 | -2,10 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 17 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Horizon Family Wealth, Inc. | 135.073 | -2,20 | 17.880 | -0,63 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 2.164 | 40,16 | 286 | 42,29 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 29 | 0,00 | 4 | 0,00 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 3.231 | 431 | ||||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 3.196 | -8,84 | 397 | -13,16 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 1 | 0 | ||||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 500.324 | -0,82 | 67.214 | 2,25 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 8.415 | -5,22 | 1.114 | -3,72 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 4.691 | -0,78 | 621 | 0,81 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 56.601 | -32,95 | 7.492 | -31,87 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 44.433 | -6,03 | 5.882 | -4,53 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 119 | 0,00 | 16 | 0,00 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 4.606 | 600 | ||||||
| 2026-01-23 | 13F | Gilbert Capital Group, Inc. | 30.181 | -57,47 | 3.995 | -56,78 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.150.886 | 0,93 | 152.343 | 2,54 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 141 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 147.334 | -11,52 | 19.503 | -19,40 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 19 | 2 | ||||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 122.441 | 4,58 | 16.207 | 6,26 | ||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 169.467 | 3,40 | 22.432 | 5,05 | ||||
| 2026-01-26 | 13F | Hixon Zuercher, LLC | 92.941 | 0,43 | 12.303 | 2,04 | ||||
| 2026-02-09 | 13F | Arvest Bank Trust Division | 50.586 | -0,23 | 6.696 | 1,38 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 322.214 | -0,06 | 43 | 0,00 | ||||
| 2026-02-18 | 13F/A | Pinnacle Financial Partners, Inc. | 4.789 | 634 | ||||||
| 2026-01-12 | 13F | Hummer Financial Advisory Services Inc | 2.000 | 0,00 | 265 | 1,54 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 322 | 0,00 | 43 | 2,44 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 5.814 | 14,54 | 770 | 16,34 | ||||
| 2025-11-14 | 13F | Fort Point Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Hunter Associates Investment Management Llc | 356.362 | 5,40 | 47 | 6,82 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 40 | -97,58 | 177 | -11,50 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 1.873.038 | 1,39 | 247.934 | 3,08 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 434.589 | -6,83 | 57.527 | 95.776,67 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 218 | 0,00 | 29 | 0,00 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 4.365 | -10,06 | 578 | -8,70 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 6.210 | -48,74 | 822 | -47,91 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 13.183 | -2,78 | 1.745 | -1,19 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 17.609 | 0,00 | 2.331 | 1,57 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 532.053 | 1,59 | 70.428 | 3,22 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 54.843 | 26,86 | 7.260 | 28,89 | ||||
| 2026-02-03 | 13F | Bokf, Na | 435 | 0,00 | 58 | 1,79 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 5.000 | 0,00 | 662 | 1,54 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 10.766 | -1,11 | 1.423 | 0,35 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 1.711 | 226 | ||||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 571 | 76 | ||||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 2.624 | 33,00 | 347 | 35,02 | ||||
| 2026-02-09 | 13F | Powell Investment Advisors, LLC | 4.327 | -6,99 | 573 | -5,61 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 50 | -64,29 | 7 | -66,67 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 401 | 53 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.783 | 0,00 | 236 | 1,72 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 650.625 | -3,87 | 86.123 | -2,33 | ||||
| 2026-01-23 | 13F | Old North State Wealth Management, LLC | 6.776 | 0,18 | 897 | 1,82 | ||||
| 2026-02-06 | 13F | Delap Wealth Advisory, Llc | 1.969 | -30,98 | 261 | -29,92 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 32.024 | 4.239 | ||||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 32.113 | 5,17 | 4.251 | 6,84 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 159 | 21 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 140.175 | 0,30 | 18.555 | 1,91 | ||||
| 2026-02-10 | 13F | Sfmg, Llc | 829.135 | 1,40 | 109.753 | 3,03 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 33.230 | 484,73 | 4.399 | 494,32 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 34.817 | -3,08 | 4.609 | -1,54 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 112.536 | 2,01 | 14.896 | 3,35 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 13.047 | 256,18 | 1.727 | 262,05 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 147 | 19 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 15.034 | -0,51 | 1.990 | 1,12 | ||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 204.088 | -2,76 | 27.015 | -1,20 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 225.197 | 2,17 | 29.809 | 3,81 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.163.844 | 3,11 | 418.798 | 4,77 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 10.268 | 0,03 | 1.359 | 1,65 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 3.500 | 0,00 | 463 | 1,76 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 6.741 | 11,81 | 878 | 12,13 | ||||
| 2026-02-20 | 13F | Catalyst Investment Management LLC | 3.525 | 467 | ||||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 2.401 | 318 | ||||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1.031 | 3,20 | 136 | 4,62 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 414 | -42,98 | 55 | -42,55 | ||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 1.593 | -4,50 | 211 | -3,23 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 265.307 | -1,30 | 35.120 | 1,87 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 180 | 23 | ||||||
| 2026-01-26 | 13F | Old Point Trust & Financial Services N A | 86 | 0,00 | 11 | 0,00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Northstar Advisory Group, LLC | 1.613 | 0,00 | 214 | 1,43 | ||||
| 2026-01-14 | 13F | Lee-Kelleher Wealth Management | 62.154 | -0,39 | 8.227 | 1,22 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 5.343 | 0,00 | 707 | 1,58 | ||||
| 2025-11-07 | 13F | GenTrust, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 1.959 | 0,10 | 259 | 1,57 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 113 | 0,00 | 15 | 0,00 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 197 | 26 | ||||||
| 2026-01-30 | 13F | Sigma Planning Corp | 2.444 | -8,05 | 324 | -6,65 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 49.380 | 0,82 | 6.538 | 2,44 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 55 | 0,00 | 7 | 0,00 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 2.975 | -0,23 | 396 | 1,28 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 200 | 0,00 | 26 | 0,00 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 98.121 | -5,70 | 12.988 | -4,18 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 2.508.965 | 2,99 | 332.112 | 4,64 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 5.040 | 64,12 | 667 | 66,75 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 24.608 | -0,23 | 3.257 | 1,37 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 357 | 0,28 | 47 | 2,17 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 1.592 | -1,55 | 211 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.234 | 279,69 | 163 | 288,10 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 4.675 | 8,29 | 619 | 9,96 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 1.020 | 0,00 | 135 | 2,27 | ||||
| 2026-01-28 | 13F | VAUGHAN & Co SECURITIES, INC. | 186.550 | 2,31 | 24.694 | 3,95 | ||||
| 2026-02-17 | 13F | Fmr Llc | 98.379 | 7,10 | 13.023 | 8,82 | ||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 2.304 | -0,13 | 305 | 1,67 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 24.173 | 10,42 | 3.200 | 12,21 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 489 | 65 | ||||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 417 | 130,39 | 54 | 170,00 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 2.609 | -66,67 | 345 | -64,54 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 4.103 | -10,78 | 543 | -9,35 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 2.865 | -25,18 | 379 | -23,90 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 28.018.723 | 0,62 | 3.708.838 | 2,23 | ||||
| 2025-11-04 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 6.575 | 15,03 | 870 | 16,94 | ||||
| 2026-02-10 | 13F/A | LVZ Advisors, Inc. | 2.861 | 4,76 | 379 | 6,48 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 23.549 | -3,65 | 3.117 | -2,26 | ||||
| 2026-02-04 | 13F | Gratus Wealth Advisors, LLC | 142.304 | 0,75 | 18.837 | 2,36 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 130 | 17 | ||||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 79.877 | -3,12 | 10.573 | -1,56 | ||||
| 2026-03-03 | 13F | Targeted Financial Services LLC | 184.990 | 24.487 | ||||||
| 2026-01-23 | 13F | Northland Securities, Inc. | 1.522 | 201 | ||||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 5.324.452 | 20,33 | 704.798 | 22,26 | ||||
| 2026-01-22 | 13F | Vicus Capital | 11.350 | -7,74 | 1.502 | -6,24 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 2.438.908 | -2,90 | 322.838 | -1,35 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 5.878 | -51,80 | 778 | -51,01 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 874 | 0,00 | 116 | 1,77 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 3.845 | 4,09 | 509 | 5,61 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.160 | 37,77 | 154 | 40,37 | ||||
| 2025-10-14 | 13F | LongView Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | PFS Partners, LLC | 54.013 | -0,96 | 7.150 | 0,63 | ||||
| 2026-01-22 | 13F | Wetzel Investment Advisors, Inc. | 3.851 | 0,00 | 510 | 1,60 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 2.618 | 0,00 | 347 | 1,47 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Nwam Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 12.294 | 123,08 | 1.627 | 126,92 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 454 | 0,00 | 60 | 1,69 | ||||
| 2026-01-26 | 13F | Nabity-Jensen Investment Management Inc | 118.513 | -1,68 | 15.688 | -0,10 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 5.277 | -4,35 | 699 | -2,79 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 2.934 | 388 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 362.065 | 7,93 | 47.927 | 9,66 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 1.803 | 0,00 | 239 | 1,71 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 1.299 | 0,00 | 172 | 1,18 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 204 | 112,50 | 0 | |||||
| 2026-01-08 | 13F | Wedmont Private Capital | 2.721 | 23,85 | 364 | 27,27 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 351 | 0,00 | 46 | 2,22 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 11.100 | -34,71 | 1.469 | -33,65 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 132 | -84,74 | 17 | -84,82 | ||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 48.513 | 1,99 | 6.422 | 3,63 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 164 | 0,00 | 22 | 0,00 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 213.417 | -6,45 | 28.250 | -4,95 | ||||
| 2026-01-21 | 13F | Register Financial Advisors LLC | 349 | 0,29 | 46 | 2,22 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 507 | 15,49 | 67 | 17,54 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 3.670 | 37,20 | 486 | 39,37 | ||||
| 2026-01-15 | 13F | Enzi Wealth | 1.862 | 0,00 | 249 | 4,20 | ||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 1.857 | 0,00 | 246 | 1,66 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 245.785 | 1,30 | 32.557 | 4,09 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16.672 | 0,03 | 2.185 | 0,64 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.184 | 157 | ||||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 5.410 | 0,67 | 716 | 2,29 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 223.014 | -1,29 | 29.520 | 0,29 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 13.601 | -6,48 | 1.800 | -4,96 | ||||
| 2026-01-27 | 13F | Able Wealth Management LLC | 1.820 | -11,99 | 241 | -10,78 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 23 | 3 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 12.305 | -34,09 | 1.629 | -33,06 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 3.531 | -7,35 | 475 | -4,82 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 2.600 | -29,73 | 344 | -28,63 | |||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Acima Private Wealth, Llc | 139.061 | -14,84 | 18.408 | -13,47 | ||||
| 2026-02-17 | 13F | Family Management Corp | 96.667 | -0,59 | 12.796 | 1,01 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 2.398 | 0,00 | 317 | 1,60 | ||||
| 2026-01-23 | 13F | Lincoln Capital Corp | 121.238 | -5,46 | 16.048 | -3,94 | ||||
| 2026-02-06 | 13F | Paul R. Ried Financial Group, LLC | 140.402 | 0,59 | 18.585 | 2,21 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 6.453 | -1,77 | 854 | -0,12 | ||||
| 2026-01-21 | 13F | Cambridge Advisors Inc. | 3.306 | -7,42 | 438 | -6,02 | ||||
| 2026-01-27 | 13F | Darrow Company, Inc. | 2.045 | 271 | ||||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 5.184 | 0,00 | 686 | 1,63 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 10.599 | 0,00 | 1.403 | 1,59 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 200 | 0,00 | 26 | 0,00 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 444 | 0,00 | 59 | 1,75 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 1.900 | 252 | ||||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 1.535 | 203 | ||||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 4.656 | 616 | ||||||
| 2026-02-11 | 13F | Truepoint, Inc. | 4.696 | 0,00 | 622 | 1,64 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 183.547 | 0,86 | 24.296 | 2,48 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 72.319 | -4,70 | 9.573 | -3,18 | ||||
| 2026-01-14 | 13F | Bennett Associates Wealth Management | 81.297 | -2,12 | 10.761 | -0,55 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 125 | 0,00 | 16 | 6,67 | ||||
| 2026-01-27 | 13F | Private Wealth Partners, LLC | 4.280 | 0,00 | 567 | 1,62 | ||||
| 2026-01-08 | 13F | Tompkins Financial Corp | 659 | 0,00 | 87 | 2,35 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 269.341 | 0,34 | 35.653 | 1,95 | ||||
| 2026-01-08 | 13F | Elmwood Wealth Management, Inc. | 25.304 | -3,59 | 3.349 | -2,05 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 3.151 | -13,62 | 417 | -12,21 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 22.016 | 0,42 | 2.914 | 2,03 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5.322 | 65,59 | 704 | 68,42 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 113 | 15 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 63.916 | -24,17 | 8 | -20,00 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 294 | -3,61 | 39 | -2,56 | ||||
| 2026-01-23 | 13F | Palouse Capital Management, Inc. | 65 | 9 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 8.614 | 2,62 | 1.140 | 4,30 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 2.640 | 0,00 | 349 | 1,75 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 3.442 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 16.015 | -18,05 | 2.120 | -16,77 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 28.550 | -2,63 | 3.779 | -1,07 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 1.785 | -10,84 | 237 | -9,23 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 1.901 | -7,63 | 252 | -6,34 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 250 | 0,00 | 33 | 3,13 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 677 | 0,00 | 0 | |||||
| 2026-01-23 | 13F | E&G Advisors, LP | 22.665 | 0,00 | 3.000 | 1,63 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 382 | 0,00 | 50 | 6,52 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 4.413 | 2,46 | 584 | 4,10 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 2.776 | 1,31 | 367 | 3,09 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 1.646 | -6,80 | 218 | -5,65 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 17.908 | 4,16 | 2.341 | 4,51 | ||||
| 2026-01-26 | 13F | Apex Wealth Management, LLC | 9.829 | 0,20 | 1.315 | 2,98 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 42.951 | 1,43 | 5.685 | 3,06 | ||||
| 2026-01-21 | 13F | Capital Management Associates, Inc | 2.974 | 394 | ||||||
| 2026-01-23 | 13F | Successful Portfolios LLC | 1.662 | -2,86 | 224 | 0,45 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 4.330 | 0,00 | 573 | 1,60 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 3.165 | -0,94 | 419 | 0,48 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 123.069 | -11,35 | 16.291 | -9,93 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 1 | 0,00 | 0 | |||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 6.604 | 11,10 | 874 | 12,92 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 3.809 | -1,35 | 504 | 0,40 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 3.839 | 0,00 | 508 | 1,60 | ||||
| 2026-01-16 | 13F | Penn Davis Mcfarland Inc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 3.334 | 33,09 | 441 | 35,28 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2.909 | -0,44 | 385 | 1,32 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 10.687 | 0,00 | 1.415 | 1,58 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 10.917 | -2,00 | 1.445 | -0,41 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 3.022 | 0,00 | 400 | 1,78 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 76.116 | -0,97 | 10.076 | 0,62 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 52.132 | -6,40 | 6.901 | -4,89 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 6.689 | -1,39 | 885 | 0,23 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 13.942 | -13,04 | 1.846 | -11,64 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 74.941 | 13,51 | 9.920 | 15,92 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 45 | -55,00 | 6 | |||||
| 2026-01-14 | 13F | Goelzer Investment Management, Inc. | 6.270 | 0,00 | 830 | 1,59 | ||||
| 2026-01-22 | 13F | Spirepoint Private Client, Llc | 8.097 | -2,47 | 1.072 | -0,93 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | FLP Wealth Management, LLC | 1.456 | 218 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 956 | 5,64 | 126 | 7,69 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 86 | 11 | ||||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 23.208 | -1,62 | 3.072 | 18,34 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 50.524 | -4,90 | 6.688 | -3,38 | ||||
| 2026-02-05 | 13F | Cauble & Harre Wealth Management, Inc. | 2.912 | 385 | ||||||
| 2026-02-04 | 13F | Tepp RIA, LLC | 4.941 | 0,12 | 654 | 1,87 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17.388 | 5,73 | 2.302 | 7,42 | ||||
| 2026-01-16 | 13F | Mattern Wealth Management LLC | 4.193 | 0,00 | 555 | 1,65 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 44.246 | 7,13 | 5.857 | 8,85 | ||||
| 2026-01-05 | 13F | First Hawaiian Bank | 1.586 | 0,00 | 210 | 1,46 | ||||
| 2026-01-27 | 13F | Emerald Advisors, LLC | 40.683 | -26,22 | 5.385 | -25,03 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 514 | 0,00 | 68 | 3,03 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 1.767 | -1,01 | 234 | 0,43 | ||||
| 2026-01-26 | 13F | Heritage Wealth Management, Inc. | 2.013 | -19,90 | 266 | -18,65 | ||||
| 2026-02-10 | 13F | Ascension Capital Advisors, Inc. | 21.667 | -0,65 | 2.868 | 0,95 | ||||
| 2026-02-17 | 13F | Ducere Wealth Management LLC | 18.790 | 2.487 | ||||||
| 2026-01-15 | 13F | GFG Capital, LLC | 170.435 | -1,39 | 22.561 | 0,19 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 1.531 | 205 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 13.650 | -4,23 | 1.789 | -4,84 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 1.220 | -10,36 | 161 | -9,04 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 199 | 0,00 | 26 | 4,00 | ||||
| 2025-10-28 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 4.793 | 11,26 | 624 | 19,54 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 8.332 | 0,53 | 1.103 | 2,13 | ||||
| 2026-02-12 | 13F | IFC Advisors LLC | 2.076 | -16,66 | 275 | -15,43 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 67 | -64,55 | 0 | |||||
| 2026-01-23 | 13F | ABLE Financial Group, LLC | 1.611 | -17,68 | 213 | -16,14 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 16.016 | 34,05 | 2.120 | 36,25 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 601 | -79,06 | 80 | -78,82 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 646 | 0,00 | 86 | 1,19 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 297.487 | 139,76 | 39.378 | 143,62 | ||||
| 2026-02-18 | 13F | SkyView Investment Advisors, LLC | 652.451 | -3,76 | 86 | -2,27 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 830.563 | -3,55 | 109.942 | -2,00 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-01-29 | 13F | Comerica Bank | 79.611 | -11,44 | 10.538 | -10,02 | ||||
| 2026-01-20 | 13F | Arvest Investments, Inc. | 144.073 | 0,30 | 19.071 | 1,90 | ||||
| 2026-01-29 | 13F | West Bancorporation Inc | 3.859 | 0,00 | 511 | 1,59 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | High Probability Advisors, LLC | 810.913 | -0,01 | 107.341 | 1,60 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 4.814 | -8,29 | 637 | -6,73 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 324 | 0,31 | 43 | 0,00 | ||||
| 2026-01-21 | 13F | Penney Financial, LLC | 472.644 | 8,43 | 62.564 | 10,17 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 42.647 | -25,66 | 5.645 | -24,47 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 77.569 | 0,00 | 10.268 | 1,60 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 82.299 | 0,56 | 10.894 | 2,18 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 13.160 | 67,71 | 1.742 | 70,35 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 322.642 | -0,80 | 42.708 | 0,79 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 27.162 | 11,19 | 3.595 | 12,98 | ||||
| 2026-02-05 | 13F | SFE Investment Counsel | 5.017 | 33,43 | 664 | 35,79 | ||||
| 2026-02-17 | 13F | Schrum Private Wealth Management LLC | 5.637 | -1,91 | 746 | -0,27 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 366 | 0,00 | 48 | 2,13 | ||||
| 2026-01-29 | 13F | Alexis Investment Partners, LLC | 204 | 0,00 | 27 | 3,85 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 380 | 8,88 | 50 | 11,11 | ||||
| 2026-02-18 | 13F | Royal Harbor Partners, LLC | 69.625 | 0,84 | 9.216 | 2,47 | ||||
| 2026-02-13 | 13F | Liberty One Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 21 | 3 | ||||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 910 | 190,73 | 120 | 200,00 | ||||
| 2025-10-31 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Optima Capital Llc | 2.205 | -0,50 | 292 | 1,04 | ||||
| 2026-02-12 | 13F | Umpqua Bank | 1.592 | 211 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 200.233 | -0,96 | 26.509 | 0,72 | ||||
| 2026-02-10 | 13F | Goldstein Advisors, LLC | 675.305 | 2,42 | 89.390 | 4,06 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 4.461 | -76,40 | 590 | -76,04 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 3.085 | 0,00 | 408 | 1,75 | ||||
| 2026-01-23 | 13F | Destiny Capital Corp/CO | 2.785 | 0,00 | 369 | 1,66 | ||||
| 2026-02-05 | 13F | Blue Water Asset Management | 2.969 | 393 | ||||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 6.631 | 113,42 | 878 | 117,08 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 1.690 | 224 | ||||||
| 2026-01-16 | 13F | SigFig Wealth Management, LLC | 1.741.344 | 1,19 | 230.501 | 3,02 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 20.843 | 11,60 | 2.759 | 13,36 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 1.895 | 251 | ||||||
| 2026-01-23 | 13F | Fonville Wealth Management LLC | 3.923 | 0,00 | 519 | 1,57 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 12.295 | -2,96 | 1.627 | -1,39 | ||||
| 2026-01-29 | 13F | Huntleigh Advisors, Inc. | 3.777 | -50,49 | 500 | -49,75 | ||||
| 2026-02-17 | 13F | Basso Capital Management, L.p. | 2.958 | 392 | ||||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 2.248 | 0,27 | 298 | 1,71 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 7.544 | 19,44 | 999 | 21,41 | ||||
| 2026-01-08 | 13F | Adirondack Trust Co | 136 | 18 | ||||||
| 2026-01-13 | 13F | Cadent Capital Advisors, LLC | 5.749 | 0,00 | 761 | 1,60 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 399 | 0,00 | 53 | 1,96 | ||||
| 2026-01-27 | 13F | Plimoth Trust Co Llc | 2.599 | -3,20 | 344 | -1,43 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 4.529 | 0,27 | 599 | 1,87 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 3.922 | 4,17 | 519 | 5,92 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 29.040 | -48,21 | 3.844 | -47,39 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 3.905 | 0,00 | 517 | 1,57 | ||||
| 2026-02-14 | 13F | American Trust | 9.615 | -12,82 | 1.273 | -11,42 | ||||
| 2025-10-14 | 13F | S.A. Mason LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 1.936 | 0,00 | 256 | 1,59 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 444 | 59 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 4.608 | -13,66 | 610 | -12,37 | ||||
| 2026-01-29 | 13F | Inscription Capital, LLC | 140.933 | 5,17 | 18.655 | 6,86 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 33.238 | 8,76 | 4.400 | 10,50 | ||||
| 2025-10-09 | 13F | Toth Financial Advisory Corp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 12.653 | 313 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 31.162 | -22,89 | 4.125 | -21,66 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 3.234 | 428 | ||||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 378 | 0,27 | 50 | 2,04 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 20.347 | -1,66 | 2.693 | -0,07 | ||||
| 2025-10-07 | 13F | First International Bank & Trust | 3.623 | 0,00 | 472 | 7,52 | ||||
| 2026-02-10 | 13F | 3Chopt Investment Partners, LLC | 7.075 | 0,00 | 937 | 1,63 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 5.797 | 146,16 | 767 | 150,65 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 8.350 | 0,00 | 1.105 | 1,66 | ||||
| 2025-09-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 52 | 6 | ||||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 423.087 | -1,48 | 56 | 1,82 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 26 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 47.918 | -26,80 | 6.343 | -25,62 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 6.495 | -2,51 | 860 | -0,92 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 179.452 | -0,35 | 23.754 | 1,25 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 11.106 | -0,33 | 1.470 | 1,31 | ||||
| 2026-01-20 | 13F | American National Bank | 27.772 | -2,14 | 3.676 | -0,57 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 142 | 0,71 | 19 | 0,00 | ||||
| 2026-02-02 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 281 | 0,00 | 0 | |||||
| 2025-11-10 | 13F | Ameritas Investment Partners, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 9.704 | 0,00 | 1.285 | 1,58 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 85 | 11 | ||||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 97 | 0,00 | 13 | 0,00 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 14.378 | 1.903 | ||||||
| 2026-02-11 | 13F | Franklin Resources Inc | 335 | 0,00 | 44 | 2,33 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 485 | 0,00 | 65 | 4,84 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 10.842 | 11,66 | 1.435 | 13,44 | ||||
| 2026-02-13 | 13F | Goldstone Financial Group, LLC | 9.395 | -4,26 | 1.244 | -2,74 | ||||
| 2026-01-27 | 13F | Busey Wealth Management | 2.559 | -0,97 | 339 | 0,60 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 704 | 0,28 | 93 | 2,20 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 5.740 | 4,10 | 760 | 5,71 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 28.644 | -7,55 | 3.792 | -6,07 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 29.568 | 8,72 | 3.914 | 10,44 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 822.567 | 208,14 | 108.883 | 213,08 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 135.408 | -0,32 | 17.924 | 1,28 | ||||
| 2026-02-09 | 13F | Eaton Financial Holdings Company, LLC | 16.098 | -5,99 | 2.131 | -4,48 | ||||
| 2026-02-05 | 13F | Novare Capital Management Llc | 108.338 | 1,67 | 14.341 | 3,30 | ||||
| 2026-02-04 | 13F | MADDEN SECURITIES Corp | 5.000 | 0,00 | 662 | 1,54 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 1.209 | -30,32 | 162 | -28,32 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 4.063 | 11,50 | 538 | 13,29 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 27 | 0,00 | 4 | 0,00 | ||||
| 2026-01-06 | 13F | RDA Financial Network | 3.490 | -0,14 | 462 | 1,32 | ||||
| 2026-02-13 | 13F | Potentia Wealth | 6.913 | 0,00 | 915 | 1,67 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 75 | 0,00 | 10 | 0,00 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 637 | 83 | ||||||
| 2026-02-05 | 13F | Williams & Novak, LLC | 9.356 | -1,78 | 1.238 | -0,16 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 45 | 6 | ||||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 417 | 0,00 | 55 | 1,85 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 30 | 0,00 | 4 | 33,33 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 347.021 | -1,95 | 45.935 | -0,38 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 5.493 | -5,67 | 736 | -3,03 | ||||
| 2026-02-13 | 13F | Commerce Bank | 3.906 | 0,00 | 517 | 1,77 | ||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 2.000 | 0,00 | 265 | 1,54 | ||||
| 2025-10-24 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 11.446 | -1,98 | 1.515 | -1,24 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 2.000 | 265 | ||||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 3.773 | -11,54 | 499 | -10,09 | ||||
| 2026-02-11 | 13F | OneAscent Wealth Management LLC | 2.892 | 0,00 | 383 | 1,60 | ||||
| 2026-01-21 | 13F | Ledyard National Bank | 101.781 | -1,42 | 13.473 | 0,16 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 340.429 | -8,54 | 45.063 | -7,07 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 3.008 | 19,03 | 402 | 22,56 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 174 | 0,00 | 23 | 4,55 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 315 | 0,00 | 42 | 0,00 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Peak Planning Group, LLC | 1.641 | 217 | ||||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 4.896 | -3,92 | 648 | -2,26 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 5.114 | 645,48 | 677 | 659,55 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 1.669 | 221 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 5.457 | 3,14 | 722 | 4,79 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.002.434 | 1,89 | 132.692 | 3,52 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 1.674 | 0,24 | 218 | 7,92 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 13.667 | -0,31 | 1.809 | 1,29 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 1.211.257 | 5,51 | 160.334 | 7,20 | ||||
| 2026-02-18 | 13F | Sierra Capital LLC | 18.024 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 122 | 16 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 123.056 | -3,14 | 16.289 | -1,59 | ||||
| 2026-01-12 | 13F | Lifelong Wealth Advisors, Inc. | 540.576 | -0,78 | 71.556 | 0,82 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.975.406 | -0,60 | 393.854 | 1,00 | ||||
| 2026-02-10 | 13F | Lummis Asset Management, LP | 61 | 8 | ||||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 132.840 | 9,09 | 17.584 | 10,84 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 10.533 | 19,95 | 1.394 | 21,96 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 10.844 | 0,72 | 1.435 | 2,35 | ||||
| 2026-02-17 | 13F | Creative Planning | 79.407 | 2,70 | 10.511 | 4,35 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 1.699 | 225 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 357 | 35,74 | 47 | 38,24 | ||||
| 2026-01-20 | 13F | First American Bank | 7.960 | 0,00 | 1.054 | 1,54 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 3.735 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 3.100 | -32,61 | 410 | -31,55 | |||
| 2026-01-16 | 13F | YHB Investment Advisors, Inc. | 16.162 | 0,44 | 2.139 | 2,05 | ||||
| 2026-01-27 | 13F | Traphagen Investment Advisors Llc | 7.404 | -0,48 | 980 | 1,14 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 1.717 | 227 | ||||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 28.063 | -41,15 | 3.715 | -40,21 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 6.247 | 447,98 | 827 | 498,55 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 138.528 | -0,20 | 18.050 | -0,18 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 2.370 | -1,25 | 314 | 0,32 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 301 | 40 | ||||||
| 2026-01-05 | 13F | Roxbury Financial LLC | 172 | 0,00 | 23 | 0,00 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 62.948 | -0,22 | 8.332 | 1,39 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 4.268 | 0,00 | 565 | 1,44 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 2.624 | 347 | ||||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 1.571 | 0,00 | 208 | 1,47 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 14 | 2 | ||||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 498 | -21,45 | 66 | -19,51 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 926 | 21,84 | 123 | 23,23 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 3.595 | 0,00 | 476 | 1,50 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 6 | -85,00 | 1 | -100,00 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 434 | 0,00 | 57 | 1,79 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 2.363 | 0,08 | 313 | 1,63 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 1.337 | 177 | ||||||
| 2026-01-22 | 13F | Maseco Llp | 516 | 68 | ||||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 1.650 | -2,42 | 218 | -0,91 | ||||
| 2026-01-21 | 13F | First United Bank Trust/ | 167 | 0,00 | 22 | 4,76 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 36.422 | 2,68 | 4.821 | 4,33 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 69.664 | -13,39 | 9.221 | -12,00 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 3.635 | 3,18 | 481 | 5,02 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 234 | -0,43 | 31 | 0,00 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 21.416 | 51,71 | 2.835 | 54,11 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 8.745 | 9,90 | 1.158 | 11,68 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 1.428 | 4,39 | 189 | 6,18 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 1.136 | 16,16 | 150 | 18,11 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 13.970 | -0,34 | 1.849 | 1,26 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 6.687 | -1,11 | 885 | 0,57 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 386 | -22,02 | 52 | -20,31 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 140.700 | 21,60 | 18.625 | 23,55 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 9.706 | 1.285 | ||||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 4.953 | 3,73 | 656 | 5,31 | ||||
| 2026-02-11 | 13F | OneAscent Family Office, LLC | 1.799 | 0,00 | 238 | 1,71 | ||||
| 2026-01-08 | 13F | Fermata Advisors, LLC | 1.706 | 3,90 | 226 | 5,63 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 1.554 | -2,63 | 206 | -0,97 | ||||
| 2026-01-26 | 13F | Prosperity Financial Group, Inc. | 11.354 | -0,38 | 1.503 | 1,21 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 4.348 | 3,97 | 576 | 5,70 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 320.264 | 7,12 | 41.724 | 14,98 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 10.339 | -1,84 | 1.369 | -0,29 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 2.961 | 0,00 | 392 | 1,56 | ||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 8.586 | 0,00 | 1.137 | 1,61 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 2.796 | 370 | ||||||
| 2026-02-13 | 13F | Wealth Alliance | 4.335 | -8,56 | 574 | -7,13 | ||||
| 2025-10-16 | 13F | Lowe Wealth Advisors, LLC | 39 | 0,00 | 5 | 25,00 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 3.403 | -0,23 | 451 | 1,12 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 25.416 | -1,40 | 3.364 | 0,18 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 15.566 | 72,94 | 2.060 | 75,77 | ||||
| 2026-02-05 | 13F | Mason & Associates Inc | 22.492 | -7,77 | 2.977 | -6,30 | ||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 3.879 | -0,03 | 513 | 1,58 | ||||
| 2026-01-26 | 13F | Forbes Financial Planning, Inc. | 58.025 | -1,25 | 7.680 | 0,31 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 2.091 | -31,47 | 277 | -30,48 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5.776 | 25,40 | 765 | 27,33 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 16 | 0,00 | 2 | 0,00 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 2.120 | 281 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 217.959 | -70,24 | 28.851 | -69,77 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 267 | 0,38 | 35 | 2,94 | ||||
| 2026-01-14 | 13F | Petros Family Wealth, LLC | 8.338 | 1.104 | ||||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 56.836 | -4,15 | 7.523 | -2,61 | ||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 118.320 | 0,33 | 15.662 | 1,95 | ||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 16.636 | -0,70 | 2.202 | 0,92 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 18.152 | 771,85 | 2.403 | 786,35 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 261 | 0,00 | 35 | 0,00 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 65 | 9 | ||||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 327.865 | -3,55 | 43.400 | -2,00 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 3.965 | 16,11 | 525 | 18,02 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 10.007 | 9,29 | 1.325 | 11,07 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 15.156 | 53,67 | 2.006 | 56,23 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 32.016 | -3,74 | 4.238 | -2,19 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 10.686 | 12,31 | 1.415 | 13,30 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 93.596 | -1,47 | 12 | 0,00 | ||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 114 | 0,00 | 15 | 7,14 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 37.307 | -3,93 | 4.938 | -2,39 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 0 | 0 | ||||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 11.741 | 0,00 | 1.554 | 1,64 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 23.335 | 14,91 | 3 | 50,00 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 176.631 | -4,31 | 23.381 | -2,77 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 2.817 | 0,00 | 373 | 1,36 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 147.147 | -0,27 | 19.478 | 1,33 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 6.797 | 900 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 228 | 0,00 | 30 | 3,45 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 34.799 | 0,00 | 4.606 | 1,61 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 645 | 4,71 | 85 | 6,25 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 168.309 | -0,42 | 22.279 | 1,18 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 255 | 0,00 | 34 | 0,00 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.174 | -6,16 | 157 | -3,70 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 26.064 | 8,08 | 3.450 | 9,84 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Glassy Mountain Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 459.182 | 89,47 | 60.807 | 92,58 | ||||
| 2026-01-28 | 13F | Serenus Wealth Advisors, LLC | 6.819 | 0,00 | 903 | 1,58 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 825 | 0,24 | 109 | 1,87 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 20.266 | 24,97 | 2.683 | 26,99 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 1.585 | 0,00 | 210 | 1,46 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 35.923 | -2,80 | 4.755 | -1,23 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 5.577.959 | -4,74 | 738.355 | -3,21 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 3.429 | 0,00 | 454 | 1,57 | ||||
| 2026-01-21 | 13F | TigerOak Management, L.L.C. | 18.290 | -5,06 | 2.421 | -3,51 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 4.433 | -52,52 | 587 | -51,81 | ||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 5.561 | 0,09 | 736 | 1,80 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 48.130 | 0,61 | 6.371 | 2,21 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 3.762 | 13,45 | 498 | 15,28 | ||||
| 2026-01-15 | 13F | Quantum Financial Planning Services, Inc. | 3.531 | 467 | ||||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 3.462 | -0,26 | 458 | 1,33 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 3.000 | 0,00 | 397 | 1,79 | ||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 19.078 | -6,94 | 2.525 | -5,43 | ||||
| 2026-01-28 | 13F | Nicholson Meyer Capital Management, Inc. | 81.487 | 0,94 | 10.787 | 2,56 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 1.530 | 203 | ||||||
| 2026-02-06 | 13F | Quantify Chaos Advisors, Llc | 4.226 | 559 | ||||||
| 2026-01-29 | 13F | Dumont & Blake Investment Advisors Llc | 15.180 | 6,54 | 2 | -99,89 | ||||
| 2026-02-05 | 13F | Macroview Investment Management Llc | 9.381 | -1,27 | 1.242 | 0,32 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 7.251 | -2,91 | 1 | |||||
| 2026-02-17 | 13F | Chicago Wealth Management, Inc. | 1.638 | 0,00 | 217 | 1,41 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 5.115 | -6,73 | 677 | -5,18 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 157.008 | -0,38 | 20.783 | 1,22 | ||||
| 2026-01-26 | 13F | Riverview Trust Co | 533 | 71 | ||||||
| 2026-02-13 | 13F/A | Archvest Wealth Advisors, Inc. | 43.694 | -8,12 | 5.784 | -6,65 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 138 | -6,16 | ||||||
| 2025-11-17 | 13F | Sterling Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 498 | 66 | ||||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 2.419 | -80,34 | 347 | -78,42 | ||||
| 2026-01-15 | 13F | Westend Capital Management LLC | 285 | 0,00 | 38 | 0,00 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 96.907 | -1,86 | 12.913 | 0,38 | ||||
| 2026-02-12 | 13F | Empire Financial Management Company, LLC | 5.337 | 0,00 | 706 | 1,58 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 203 | 27 | ||||||
| 2026-02-10 | 13F | Riverpoint Wealth Management Holdings, LLC | 642.062 | -0,81 | 84.990 | 0,78 | ||||
| 2026-01-13 | 13F | Stonehearth Capital Management, LLC | 17.550 | 0,44 | 2.323 | 2,07 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 1.714 | 227 | ||||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 3.345 | 443 | ||||||
| 2025-10-07 | 13F | Nova Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 344.376 | 18,45 | 45.585 | 20,35 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 40 | 0,00 | 5 | 0,00 | ||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 17 | 2 | ||||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 12.278 | 7,99 | 1.625 | 9,72 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 3.445 | 456 | ||||||
| 2026-02-11 | 13F | Cypress Capital Group | 1.715 | -46,34 | 227 | -45,43 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 687 | 0,00 | 91 | 1,12 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 12.413 | 1.661 | ||||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 378.951 | -0,28 | 50.162 | 1,32 | ||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 80 | 0,00 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 65.936 | -0,59 | 8.728 | 1,00 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 248 | 0,00 | 33 | 0,00 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 13 | 0,00 | 2 | 0,00 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 33 | -23,26 | 4 | -20,00 | ||||
| 2026-01-15 | 13F | Trust Co | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 8.887 | 1.176 | ||||||
| 2026-02-11 | 13F | Signet Private Wealth LLC | 2.936 | 389 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 667.692 | -4,79 | 88.382 | -3,27 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 20.422 | -3,59 | 2.703 | -2,03 | ||||
| 2026-02-12 | 13F | Betterment LLC | 6.005.716 | 2,70 | 795 | 4,34 | ||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 7.850 | 29,71 | 1.039 | 31,85 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 15.267 | 2.021 | ||||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 1.518 | 201 | ||||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 6.751 | -5,00 | 894 | -3,46 | ||||
| 2026-01-28 | 13F | Lebenthal Global Advisors, LLC | 1.664 | 220 | ||||||
| 2026-01-06 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | General Partner, Inc. | 116 | 0,00 | 15 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 255.255 | 1,34 | 33.788 | 2,97 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 8.423 | 0,00 | 1.115 | 1,55 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 7.077.759 | 4,08 | 936.883 | 5,75 | ||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 3.935 | 0,00 | 521 | 1,56 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 1.574 | 208 | ||||||
| 2026-01-21 | 13F | C2C Wealth Management, LLC | 12.580 | 0,00 | 1.665 | 1,65 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 1.859 | 246 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 413.513 | 1,86 | 54.737 | 3,49 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 19.760 | -0,12 | 2.616 | 1,47 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Goodman Advisory Group, LLC | 425 | 0,00 | 56 | 1,82 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 85.108 | 7,50 | 11.266 | 9,24 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 425 | 56 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.123 | -3,19 | 149 | -1,99 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 32.693 | 80,44 | 4.328 | 83,35 | ||||
| 2026-01-27 | 13F | PFG Advisors | 71.054 | 1,89 | 9.405 | 3,52 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 23.423 | 8,34 | 3 | 50,00 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 1.160.528 | -0,92 | 153.619 | 0,67 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 405 | 54 | ||||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 |
