IAU - iShares Gold Trust Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Gold Trust
US ˙ ARCA ˙ US4642852044

Grundlæggende statistik
Institutionelle ejere 1926 total, 1916 long only, 0 short only, 10 long/short - change of 8,60% MRQ
Gennemsnitlig porteføljeallokering 0.9113 % - change of -0,73% MRQ
Institutionelle aktier (lange) 428.827.098 (ex 13D/G) - change of -9,92MM shares -2,26% MRQ
Institutionel værdi (lang) $ 33.634.656 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Gold Trust (US:IAU) har 1926 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 428,827,098 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Fmr Llc, Envestnet Asset Management Inc, LPL Financial LLC, Wells Fargo & Company/mn, Jpmorgan Chase & Co, UBS Group AG, Ameriprise Financial Inc, and Citigroup Inc .

iShares Gold Trust (ARCA:IAU) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of April 24, 2026 is 88,75 / share. Previously, on April 28, 2025, the share price was 63,23 / share. This represents an increase of 40,36% over that period.

IAU / iShares Gold Trust Institutional Ownership
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

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Se Højest rangerende aktier
AI+ Ask Fintel’s AI assistant about iShares Gold Trust.

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
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.

IAU / iShares Gold Trust Historical Put/Call Ratio
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 for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
2026-02-17 13F Private Harbour Investment Management & Counsel, LLC 185.699 -0,56 15.073 10,93
2026-01-23 13F Reuter James Wealth Management, Llc 601.235 2,41 48.802 14,23
2026-04-13 13F 5T Wealth, LLC 29.277 -30,45 2.581 -24,62
2026-02-09 13F Northstar Financial Companies, Inc. 31.693 68,33 2.573 87,74
2026-02-02 13F Ellis Investment Partners, LLC 16.352 -1,88 1.327 9,49
2026-02-12 13F Hamilton Point Investment Advisors, LLC 203.598 1,79 16.526 13,55
2026-02-09 13F Harbour Investments, Inc. 60.006 2,94 4.871 14,83
2026-01-28 13F Proathlete Wealth Management Llc 2.773 25,08 225 39,75
2026-01-27 13F Tme Financial, Inc. 47.990 -8,97 3.895 1,54
2026-01-30 13F Sofi Wealth, Llc 277.571 4,70 22.530 16,79
2026-02-05 13F Tucker Asset Management Llc 155 13
2026-01-22 13F AllGen Financial Advisors, Inc. 378.708 3,45 30.740 15,39
2026-04-17 13F Capital Squared Financial LLC 8.181 -5,84 664 5,06
2026-04-17 13F Hanson & Doremus Investment Management 12.656 -1,38 1 0,00
2026-04-22 13F Atwater Malick LLC 4.357 -16,72 384 -9,43
2026-02-12 13F Ruggiero Investments, Inc. 2.928 238
2026-04-10 13F Impact Capital Partners LLC 3.098 -15,98 273 -8,70
2026-01-07 13F Yeomans Consulting Group, Inc. 331.438 -8,99 26.903 1,36
2026-02-12 13F BRYN MAWR TRUST Co 500 0,00 41 11,11
2026-02-17 13F Nearwater Capital Markets, Ltd 44.100 3.580
2026-02-18 13F EP Wealth Advisors, Inc. 42.634 52,47 3.461 98,51
2026-04-10 13F Atala Financial Inc 16.262 0,00 1.454 10,16
2026-02-18 13F Caitlin John, LLC 1.009 -11,88 82 -2,41
2026-04-10 13F Centurion Wealth Management LLC 32.559 -11,23 2.870 -3,59
2026-04-20 13F Jfs Wealth Advisors, Llc 8.998 -36,29 793 -30,80
2026-04-16 13F Triad Wealth Partners, LLC 79.455 -47,79 7.005 -43,30
2026-02-13 13F NLB Skladi, upravljanje premozenja, d.o.o. 16.377 1.329
2026-04-13 13F Plan Group Financial, LLC 69.136 21,23 6.095 31,70
2026-02-03 13F Merrithew & Thorsten Inc 20 0
2026-02-02 13F Broussard Financial Group LLC 167.467 13.593
2026-02-10 13F Ellevest, Inc. 3.018 0,00 245 11,42
2026-02-09 13F Huntington National Bank 16.509 6,36
2026-02-17 13F D. E. Shaw & Co., Inc. 0 -100,00 0 -100,00
2026-04-09 13F Tompkins Financial Corp 0 -100,00 0
2026-04-21 13F Hippocratic Financial Advisors, LLC 2.492 220
2026-02-12 13F Intesa Sanpaolo Wealth Management 300 24
2026-04-24 13F Financial Life Planners 675 60
2026-04-23 13F Sawyer & Company, Inc 135 0,00 12 10,00
2026-01-26 13F Key Capital Management, INC 393 32
2026-02-11 13F Fore Capital, LLC 208.000 0,00 16.883 11,54
2026-02-17 13F Prosperity Bancshares Inc 858 70
2026-02-13 13F Mariner, LLC 1.449.635 1,44 117.667 13,15
2026-01-30 13F Sigma Planning Corp 221.105 2,41 17.947 14,24
2026-02-13 13F Smartleaf Asset Management LLC 8.005 112,56 654 141,33
2026-04-08 13F Thompson Investment Management, Inc. 1.362 0,00 120 9,09
2026-04-17 13F/A Founders Financial Securities Llc 5.269 0,92 473 11,58
2026-02-13 13F AlTi Global, Inc. 1.588.244 4,14 128.918 16,16
2026-02-04 13F JSF Financial, LLC 229.901 -2,93 18.661 8,27
2026-02-10 13F Regency Capital Management Inc.\DE 175.642 1,64 14.257 13,38
2026-01-07 13F Harbour Capital Advisors, LLC 0 -100,00 0
2026-02-11 13F WESCAP Management Group, Inc. 445.220 -1,03 36.139 10,43
2026-01-20 13F Nvwm, Llc 45.183 0,65 3.668 12,28
2026-02-13 13F Archetype Wealth Partners 315.204 0,16 26 13,64
2026-02-17 13F Advisor Group Holdings, Inc. 2.082.256 1,98 169.014 22,60
2026-04-22 13F Aspire Private Capital, LLC 2.895 -64,65 255 -61,60
2026-04-22 13F Coston, McIsaac & Partners 0 -100,00 0
2026-02-09 13F Interactive Financial Advisors 17.264 1.401
2026-02-10 13F IFG Advisory, LLC 22.783 1.849
2026-04-20 13F Centennial Wealth Advisory LLC 2.387 210
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 523 0,00 46 9,52
2026-01-23 13F Sumitomo Mitsui Trust Holdings, Inc. 6.608.915 -26,61 536.446 -18,13
2026-01-27 13F Berger Financial Group, Inc 17.039 33,86 1.383 49,35
2026-04-24 13F Cassia Capital Partners, LLC 2.466 217
2026-04-01 13F Bangor Savings Bank 247 0,00 22 5,00
2026-02-03 13F Sequoia Financial Advisors, LLC 81.290 5,73 6.598 17,95
2026-04-08 13F Cadent Capital Advisors, LLC 21.168 -56,84 1.866 -53,13
2026-04-22 13F JNBA Financial Advisors 130.749 -8,38 11.527 -0,50
2026-04-14 13F Zrc Wealth Management, Llc 216 19
2026-01-23 13F Guidance Capital, Inc 39.670 -26,19 3.672 -11,65
2026-02-09 13F Fisher Asset Management, LLC 10.274 188,84 834 222,87
2026-03-16 13F Osbon Capital Management Llc 157 13
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 3.462 -91,48 305 -90,75
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 12.537 -60,12 1.105 -56,68
2026-02-17 13F EFG International AG 175.207 14.222
2026-02-17 13F Parallax Volatility Advisers, L.P. 3.750 0,00 304 11,76
2026-02-17 13F Parallax Volatility Advisers, L.P. Put 1.600 0,00 130 11,21
2026-02-13 13F Resources Management Corp /ct/ /adv 1.319 0,00 0
2026-01-27 13F TD Waterhouse Canada Inc. 439.095 8,56 35.633 20,50
2026-01-15 13F Rebalance, Llc 14.709 27,31 1.194 42,02
2026-01-29 13F Quest 10 Wealth Builders, Inc. 1.569 0,00 127 11,40
2026-02-03 13F Smith & Howard Wealth Management, LLC 4.342 -8,55 352 2,03
2026-02-13 13F Wells Fargo & Company/mn 13.136.955 2,02 1.066.327 13,80
2026-02-04 13F Midwest Trust Co 146.475 0,16 11.889 11,73
2026-02-12 13F Keystone Financial Services 65.207 44,31 5.293 60,95
2026-04-24 13F Root Financial Partners, LLC 6.920 129,75 610 150,00
2026-02-13 13F Quattro Advisors LLC 906 74
2026-02-13 13F Acumen Wealth Advisors, LLC 2.666 216
2026-02-06 13F EverSource Wealth Advisors, LLC 723.987 -0,73 58.766 10,73
2026-01-27 13F Regions Financial Corp 68.719 20,47 5.578 34,39
2026-01-23 13F Inlight Wealth Management, LLC 1.606 0,00 130 12,07
2026-02-09 13F Arnhold LLC 1.757.254 0,00 142.636 11,54
2026-02-17 13F Coppell Advisory Solutions LLC 19.068 -9,50 1.558 2,50
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 1.721.476 0,84 139.732 12,48
2026-04-15 13F Radnor Capital Management, LLC 2.270 200
2026-02-02 13F Bull Oak Capital, LLC 94.637 -1,31 7.682 10,09
2026-02-04 13F Liberty Wealth Management Llc 61.500 -2,32 4.991 8,95
2026-02-10 13F Nomura Asset Management Co Ltd 115.915 -6,83 9.409 3,92
2026-04-20 13F Inscription Capital, LLC 86.051 -5,10 7.586 3,07
2026-02-12 13F Litman Gregory Asset Management LLC 287 23
2026-01-30 13F Strategic Blueprint, LLC 134.802 -1,55 10.942 9,81
2026-02-12 13F Leigh Baldwin & Co., Llc 6.605 536
2026-04-21 13F Trevian Wealth Management LLC 2.750 242
2025-11-07 13F Synovus Financial Corp 57.248 1,49 4.166 18,42
2026-01-27 13F Duncker Streett & Co Inc 725 0,00 59 11,54
2026-02-17 13F Modern Wealth Management, LLC 290.563 35,59 23.585 51,24
2026-01-26 13F PFG Investments, LLC 32.685 23,84 2.653 38,18
2026-02-03 13F NewEdge Wealth, LLC Put 72.500 0,00 103 -61,94
2026-02-03 13F NewEdge Wealth, LLC 153.998 1,69 12.500 9,99
2026-02-05 13F Thrivent Financial For Lutherans 428.477 25,10 35 41,67
2026-03-04 13F Rehmann Capital Advisory Group 116.582 -7,00 9.461 3,63
2026-02-06 13F Principle Wealth Partners Llc 18.567 -10,60 1.507 -0,26
2026-02-09 13F Strategic Financial Concepts, LLC 29.563 2.400
2026-04-20 13F CWA Asset Management Group, LLC 9.022 -17,15 795 -9,97
2026-02-17 13F Captrust Financial Advisors 2.410.855 0,46 195.689 12,06
2026-01-29 13F Comerica Bank 518.042 56,57 42.049 74,64
2026-02-09 13F Integrity Alliance, Llc. 13.521 -52,65 1.098 -47,21
2026-02-13 13F Meridian Wealth Partners, LLC 4.554 0,89 370 12,50
2026-02-17 13F Per Stirling Capital Management, LLC. 66.600 -0,36 5.406 11,12
2026-02-17 13F Stokes Family Office, LLC 11.615 5,74 943 17,90
2026-02-17 13F Warren Averett Asset Management, LLC 92.695 504,31 7.524 574,19
2025-10-30 13F Traub Capital Management LLC 0 -100,00 0
2026-02-06 13F Pnc Financial Services Group, Inc. 1.261.497 4,03 102.396 16,03
2026-01-20 13F Savvy Advisors, Inc. 320.709 63,98 26.032 82,90
2026-01-27 13F WealthCollab, LLC 7.282 5,32 591 17,50
2026-04-08 13F Exchange Bank 11.677 16,90 1.029 27,04
2025-11-14 13F Wetherby Asset Management Inc 11.205 3,27 815 20,56
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 3.776 1,45 333 9,93
2026-02-13 13F Alchemi Wealth, LLC 3.405 276
2026-04-14 13F West Branch Capital LLC 6.630 0,00 585 8,55
2026-01-23 13F LOM Asset Management Ltd 31.500 0,00 2.557 11,52
2026-02-09 13F Allen Capital Group, LLC 3.829 -0,57 311 10,71
2026-02-11 13F MCF Advisors LLC 20.045 2.201,38 1.627 2.482,54
2026-04-06 13F CX Institutional 5.406 -14,50 0
2026-02-13 13F Banco Santander, S.A. 15.300 1.242
2026-02-10 13F COFG Advisors, LLC 8.149 661
2026-04-13 13F Foster Group, Inc. 5.006 -2,34 441 6,01
2026-04-20 13F Focused Wealth Management, Inc 3.845 -5,37 339 2,74
2026-02-10 13F David R. Rahn & Associates Inc. 52.769 6,96 4.283 19,30
2026-02-11 13F Sunrise Financial Services, LLC 291 24
2025-10-30 13F Mizuho Securities Co. Ltd. 0 -100,00 0
2026-02-09 13F Frazier Financial Advisors, LLC 70 0,00 6 0,00
2026-02-12 13F Keel Point, LLC 10.941 6,38 888 18,72
2026-02-13 13F Clarkston Capital Partners, LLC 2.925 0,00 237 11,79
2026-04-21 13F Founders Capital Management 710 0,00 63 8,77
2026-02-17 13F Fairview Capital Investment Management, Llc 146.836 -4,08 11.919 6,99
2026-04-17 13F Outlook Wealth Advisors, LLC 24.145 0,41 2.129 9,07
2026-01-23 13F FSM Wealth Advisors, LLC 8.256 0,82 670 12,61
2026-02-13 13F Vernal Point Advisors, LLC 84.629 0,00 6.869 11,55
2026-02-17 13F BTG Pactual Asset Management US LLC 7.670 478
2026-02-13 13F Capital & Planning, Llc 0 -100,00 0
2026-02-12 13F StoneX Group Inc. 8.733 23,80 716 39,38
2026-02-03 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 16.122 -17,42 1.315 -7,46
2026-02-13 13F Whalerock Point Partners, Llc 7.811 0,00 634 11,62
2026-01-29 13F D.a. Davidson & Co. 64.039 8,69 5.198 21,25
2026-02-17 13F Snowden Capital Advisors LLC 66.443 6,64 5.393 18,95
2026-04-22 13F Bravera Wealth 1.520 0,00 134 8,94
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 81.474 1,65 7.183 10,41
2026-01-27 13F Fiscal Wisdom Wealth Management, LLC 2.918 237
2026-01-21 13F Inlet Private Wealth, LLC 38.929 -0,26 3.160 11,23
2026-01-20 13F Independence Bank of Kentucky 1.104 -19,18 90 -10,10
2026-02-02 13F Chapman Financial Group, Llc 34 0,00 3 0,00
2026-04-14 13F Retirement Management Systems Inc. 5.343 -15,35 471 -8,01
2026-04-24 13F James Investment Research Inc 284.994 -16,02 25.125 -8,78
2026-02-17 13F Capital Planning Advisors, LLC 8.464 0,00 687 11,71
2026-01-27 13F Osborne Partners Capital Management, Llc 176.107 -3,42 14.295 7,73
2026-04-22 13F Wallington Asset Management, LLC 278.308 -2,10 24.536 6,33
2026-01-12 13F Robinson Value Management, Ltd. 59.842 -1,30 4.857 10,11
2026-01-26 13F Quadrant Private Wealth Management, LLC 6.253 -9,53 508 0,80
2026-04-21 13F Avaii Wealth Management, Llc 119.780 -4,91 10.560 3,28
2026-02-13 13F Schf (gpe), Llc 3.163.660 0,00 256.794 111.549,57
2026-04-15 13F Cranbrook Wealth Management, LLC 92.892 -10,18 8.189 -2,44
2026-04-23 13F waypoint wealth counsel 74.796 -6,88 6.594 1,15
2026-04-15 13F Merit Financial Group, LLC 595.990 -8,19 52.542 -0,28
2026-04-21 13F Decker Retirement Planning Inc. 899 -52,86 79 -48,70
2026-01-16 13F Sharp Financial Services, LLC 34.750 4,43 2.821 16,48
2026-01-29 13F Dunhill Financial, LLC 467 -1,06 38 8,82
2026-02-12 13F TopTier Wealth Management, LLC 12.988 1.054
2026-01-06 13F Arlington Capital Management, Inc. 197.853 0,20 16.060 11,76
2026-02-17 13F Ibex Wealth Advisors 18.359 3,71 1.490 15,68
2026-02-13 13F Ridge Creek Global, Inc 60.206 4.887
2026-02-13 13F Kilter Group LLC 29.341 -2,65 2.382 8,57
2026-02-06 13F Great Diamond Partners, LLC 7.047 -11,55 572 -1,21
2026-04-14 13F LifeGoal Wealth Advisors 3.492 22,01 313 34,91
2026-01-09 13F Westview Management dba Westview Investment Advisors 4.500 365
2026-02-11 13F West Family Investments, Inc. 422.171 -7,38 34.436 3,33
2026-02-10 13F Peapack Gladstone Financial Corp 5.858 -44,94 0
2026-01-27 13F Mainstay Capital Management Llc /adv 1.453.465 93,34 117.978 115,66
2026-02-05 13F Clarion Wealth Managment Partners, LLC 17.678 -2,56 1.435 8,64
2026-02-13 13F Colony Group, LLC 1.083.477 118,73 87.925 142,62
2026-02-17 13F Integrated Advisors Network LLC 49.828 -9,07 4.045 1,43
2026-02-17 13F NewSquare Capital LLC 38.928 -14,89 3.160 -5,08
2026-04-24 13F Ledyard National Bank 3.171 0,00 280 8,56
2026-02-13 13F Walleye Trading LLC Put 13.300 -53,17 1.080 -47,77
2026-04-22 13F Avantra Family Wealth, Inc. 0 -100,00 0
2026-02-13 13F Walleye Trading LLC Call 111.100 52,40 9.018 70,00
2026-04-10 13F Armstrong Advisory Group, Inc 1.105 0,00 97 8,99
2026-02-13 13F Walleye Trading LLC 1.954 159
2025-11-06 13F Claudia M.p. Batlle, Crp (r) Llc 0 -100,00 0
2026-02-17 13F High Falls Advisors, Inc 122.904 -1,66 9.976 9,70
2026-01-27 13F Retirement Income Solutions, Inc 3.172 0,00 257 11,74
2026-01-21 13F Graham Capital Wealth Management, Llc 12.032 -2,59 977 8,69
2026-04-17 13F Essex Savings Bank 10.126 -5,36 893 2,76
2025-11-12 13F Simplex Trading, Llc 0 -100,00 0
2026-04-22 13F J. L. Bainbridge & Co., Inc. 4.195 17,31 370 27,24
2026-01-27 13F Deroy & Devereaux Private Investment Counsel Inc 2.500 0
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-02-18 13F Hanlon Investment Management, Inc. 4.124 -8,62 335 1,83
2026-02-13 13F MAI Capital Management 747.707 27,29 60.691 41,98
2026-01-05 13F Commons Capital, Llc 3.807 309
2026-02-03 13F Baker Boyer National Bank 6.293 6,75 511 19,16
2026-02-04 13F Bensler, LLC 75.726 4,26 6.147 16,29
2026-04-23 13F Farmers & Merchants Investments Inc 14.231 -0,73 1.255 7,82
2026-02-10 13F Argent Trust Co 84.467 3,17 6.856 15,09
2026-02-02 13F Legacy Edge Advisors, LLC 7.169 582
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 94.707 -49,80 8.349 -45,47
2026-04-13 13F Pettinga Financial Advisors, LLC 50.123 -59,83 4.419 -56,38
2026-04-14 13F Legacy Trust 3.465 305
2026-01-26 13F Townsend & Associates, Inc 161.898 -0,49 14.038 8,36
2026-02-02 13F Blalock Williams, Llc 5.380 17,29 437 30,93
2026-02-17 13F Bank Of America Corp /de/ 30.270.516 -1,72 2.457.058 9,63
2026-01-21 13F Raleigh Capital Management Inc. 2.700 7,53 219 20,33
2026-04-22 13F Vicus Capital 26.754 -21,06 2.359 -14,25
2026-02-12 13F Altiora Financial Group, LLC 0 -100,00 0
2026-02-13 13F Headlands Technologies LLC 29.725 25,71 2.413 40,23
2026-04-23 13F CWM Advisors, LLC 121 0,00 11 11,11
2026-02-11 13F Clifford Swan Investment Counsel Llc 0 -100,00 0
2026-02-17 13F Two Sigma Securities, Llc 18.692 13,30 1.517 26,42
2026-02-10 13F Principia Wealth Advisory, LLC 54.670 13,57 4.438 26,70
2026-01-28 13F United Asset Strategies, Inc. 8.497 -40,12 690 -33,24
2026-01-28 13F Clarity Financial LLC 9.428 -5,90 765 4,94
2026-01-30 13F Durante & Waters, Llc 7.380 2,50 599 14,53
2026-02-10 13F Core Wealth Advisors, Llc 23 2
2026-04-15 13F Financial Management Professionals, Inc. 1.000 0,00 88 8,64
2026-02-17 13F Lazard Asset Management Llc 5.702 463
2026-02-13 13F Bluedoor Private Wealth, Llc 54.981 4.463
2026-02-13 13F Level Four Advisory Services, Llc 62.038 54,44 5.036 72,25
2026-01-13 13F Argentarii, LLC 71.525 5.806
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 154.264 91,79 13.600 108,32
2026-02-17 13F Tcw Group Inc 7.595 616
2026-04-08 13F Moulton Wealth Management, Inc 6.006 529
2026-02-17 13F Mercer Global Advisors Inc /adv 779.157 8,46 63.277 21,05
2026-02-17 13F Courage Capital Management Llc 28.000 0,00 2 0,00
2026-04-22 13F TPG Advisors LLC 25.592 -16,02 2.256 -8,77
2026-02-02 13F Nkcfo Llc 279.400 0,00 23 10,00
2026-02-05 13F Compass Financial Group, Inc. 42.972 -3,34 3.488 7,82
2026-04-13 13F Hm Payson & Co 761 0,00 67 9,84
2026-04-21 13F North Forty Two & Co. 11.054 0,45 975 9,07
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 53.797 15,26 4.743 25,18
2026-01-20 13F Wealth Management Associates, Inc. 17.768 -0,56 1.442 10,92
2026-02-02 13F Summit Place Financial Advisors, LLC 104.003 -4,82 8.442 6,16
2026-04-15 13F Occidental Asset Management, LLC 2.787 246
2026-02-20 13F Sunbelt Securities, Inc. 262.168 -37,88 21.280 -30,71
2026-02-03 13F Pilgrim Partners Asia Pte Ltd 26.890 35,60 2.183 51,21
2026-04-20 13F Brandywine Oak Private Wealth Llc 9.000 -0,86 793 7,74
2026-04-06 13F Old Port Advisors 142.136 -1,91 12.531 6,53
2026-04-08 13F Arlington Trust Co LLC 36.756 0,00 3.240 8,62
2026-02-17 13F Northern Trust Corp 4.539.672 5,29 368.485 17,45
2026-04-16 13F Upper Left Wealth Management, LLC 159.080 -14,45 14.024 -7,09
2026-04-23 13F Interchange Capital Partners, LLC 43.470 -30,64 2.558 -49,72
2026-02-12 13F Principal Securities, Inc. 107.106 29,41 8.694 44,35
2026-02-17 13F Schrum Private Wealth Management LLC 7.450 3,23 605 15,05
2026-04-14 13F Lee-Kelleher Wealth Management 2.571 0,00 227 8,65
2026-01-21 13F Y.D. More Investments Ltd 28.000 0,00 2.273 11,54
2026-04-14 13F Sterling Investment Advisors Llc /adv 8.061 -0,12 711 8,40
2026-04-13 13F Mkd Wealth Coaches, Llc 4.654 0,00 410 8,75
2026-02-13 13F Financial Sense Advisors, Inc. 66.128 -6,83 5.368 3,93
2026-02-13 13F Missouri Trust & Investment Co 900 -10,00 73 1,39
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 15.492 0,28 1.366 8,94
2026-04-20 13F Independent Wealth Network Inc. 15.982 -7,12 1.409 0,86
2026-01-27 13F Journey Advisory Group, LLC 7.276 -2,68 591 8,46
2026-02-13 13F Kcm Investment Advisors Llc 14.628 -15,76 1.187 -6,02
2026-01-21 13F Ergawealth Advisors, Inc. 3.212 0,00 261 11,59
2026-02-13 13F Genesis Wealth Advisors, LLC 6.326 0,00 513 11,52
2026-02-17 13F Raymond James Financial Inc Call 1.000 65
2026-04-16 13F True Vision MN LLC 14.044 -61,89 1.238 -58,60
2026-04-20 13F Longview Financial Advisors, Inc. 333 29
2026-02-17 13F Raymond James Financial Inc 5.648.490 0,39 458.489 11,98
2026-04-20 13F Dopkins Wealth Management, Llc 2.866 -31,53 253 -25,66
2026-04-02 13F Fulcrum Equity Management 4.560 2,10 402 11,05
2026-02-10 13F Lido Advisors, LLC 102.884 0,62 7.533 1,24
2026-04-13 13F Compass Ion Advisors, LLC 8.520 2,72 751 11,59
2026-04-15 13F Perkins Coie Trust Co 35.110 0,00 3.095 8,60
2026-02-13 13F Potomac Fund Management Inc /adv 5.352 -18,61 434 -9,21
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 1.611.822 -4,66 130.832 6,35
2026-02-04 13F Nwam Llc 16.123 -13,65 1.502 -0,99
2026-02-05 13F Avantax Planning Partners, Inc. 5.131 0,00 416 11,53
2026-02-17 13F Jump Financial, LLC 16.531 1.342
2026-01-26 13F Keystone Wealth Services, LLC 22.368 7,67 1.816 20,12
2026-02-12 13F Miller Financial Services LLC 2.727 -1,45 221 9,95
2025-11-13 13F Obsidian Personal Planning Solutions LLC 3.382 0,00 255 20,95
2026-02-17 13F Css Llc/il 197.260 6,49 16.012 18,78
2026-02-06 13F Associated Banc-corp 2.964 7,74 241 20,00
2026-04-21 13F Magnolia Private Wealth, LLC 5.221 68,69 460 83,27
2026-02-13 13F LiftPoint Family Wealth Advisors LLC 15.639 1.269
2026-04-20 13F Courier Capital Llc 42.659 -10,46 3.761 -2,77
2026-02-17 13F Sherman Porfolios, Llc 4.279 347
2026-04-06 13F Sincerus Advisory, LLC 5.133 -0,98 453 7,62
2026-04-09 13F Chemistry Wealth Management LLC 345.594 -1,04 30.468 7,48
2026-02-11 13F Vestor Capital, Llc 5.624 801,28 0
2026-04-20 13F Sowell Financial Services LLC 154.152 -24,65 13.590 -18,16
2026-04-17 13F First National Bank Sioux Falls 2.474 0,00 223 11,50
2026-01-16 13F Crewe Advisors LLC 1.015 34,08 82 49,09
2026-02-17 13F Creative Planning 790.808 -0,02 64.190 11,52
2026-02-09 13F Atlantic Trust, LLC 28.459 -4,80 2.310 6,21
2026-01-23 13F Galvin, Gaustad & Stein, LLC 7.735 1,05 628 12,57
2026-04-21 13F Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100,00 0
2026-02-10 13F DT Investment Partners, LLC 202.811 -0,91 16.462 10,54
2026-02-12 13F Ankerstar Wealth, LLC 284 23
2026-02-06 13F Vestmark Advisory Solutions, Inc. 62.651 176,15 5.085 208,18
2026-02-05 13F Bedminster, LLC 46.759 3.795
2026-02-06 13F Keystone Financial Group 101.644 19,34 8.250 33,13
2026-04-17 13F James J. Burns & Company, LLC 3.435 0,00 303 8,63
2026-04-16 13F CPR Investments Inc. 109.312 56,24 9.637 69,71
2026-02-17 13F First Manhattan Co 20.966 48,70 1.702 65,79
2026-02-10 13F CFS Investment Advisory Services, LLC 5.260 6,56 427 11,81
2026-01-29 13F China Universal Asset Management Co., Ltd. 77.000 67,39 6.250 86,73
2026-02-03 13F D.B. Root & Company, LLC 3.707 0,00 301 11,52
2026-03-04 13F Compass Financial Group, Inc. (Ohio) 7.610 618
2026-04-22 13F Joel Isaacson & Co., LLC 4.515 0,00 398 8,74
2026-04-07 13F G&S Capital LLC 2.830 0,00 249 8,73
2026-04-15 13F Optivise Advisory Services LLC 10.441 -8,07 921 -0,11
2026-02-09 13F Prairie Wealth Advisors, Inc. 0 -100,00 9.546 7,25
2026-01-27 13F Lodestar Private Asset Management Llc 2.818 229
2026-02-12 13F Insigneo Advisory Services, Llc 52.162 6,82 4.234 19,14
2026-02-13 13F Ausdal Financial Partners, Inc. 58.347 -0,09 4.738 11,51
2026-02-17 13F Main Street Financial Solutions, LLC 32.020 -11,82 2.599 -1,63
2026-04-21 13F Morton Capital Management LLC/CA 151.645 -6,56 13.369 1,49
2026-02-02 13F JDM Financial Group LLC 55 0,00 4 0,00
2026-02-06 13F Copia Wealth Management 6.450 1,32 524 12,96
2026-01-21 13F MBL Wealth, LLC 11.300 -0,19 917 11,42
2026-02-17 13F Evergreen Wealth Solutions, LLC 2.499 203
2026-01-28 13F Kanawha Capital Management Llc 24.732 21,91 2.007 35,98
2026-04-14 13F Beacon Investment Advisory Services, Inc. 971.659 4,88 85.661 13,91
2026-04-24 13F Whelan Financial 6.914 98,74 610 115,96
2026-02-02 13F Avidian Wealth Solutions, LLC 17.158 3,49 1.393 15,42
2026-02-04 13F Tsfg, Llc 166.259 10,98 13 30,00
2026-02-09 13F Regimen Wealth, Llc 8.958 -0,96 727 10,65
2026-02-12 13F Commonwealth Equity Services, Llc 3.538.226 0,60 287.198 112.526,27
2026-02-17 13F Cardiff Park Advisors, Llc 0 -100,00 0
2026-04-10 13F Magnus Financial Group LLC 9.006 38,87 794 50,76
2026-02-10 13F Moors & Cabot, Inc. 31.432 10,28 2.551 23,00
2026-02-13 13F Plum Street Advisors, LLC 113.927 -4,50 9.247 6,53
2026-04-21 13F Systelligence, LLC 35.457 -61,62 3.126 -58,33
2026-04-20 13F Arta Finance Wealth Management LLC 23.440 36,33 2.066 48,10
2026-01-15 13F Capital Advisors Inc/ok 98.613 9,33 8.004 21,96
2026-02-02 13F Robertson Stephens Wealth Management, LLC 20.438 5,74 1.659 17,92
2026-04-22 13F Janney Montgomery Scott LLC 874.505 -36,09 77 -30,63
2026-02-13 13F Wealth Dimensions Group, Ltd. 4.150 6,00 337 18,31
2026-04-10 13F High Probability Advisors, LLC 2.705 238
2026-02-12 13F Wescott Financial Advisory Group, LLC 14.006 0,00 1.137 11,48
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 39.861 -17,86 3.236 -8,38
2026-04-06 13F GAMMA Investing LLC 5.261 160,32 464 182,32
2026-02-10 13F Three Bridge Wealth Advisors, LLC 197.895 -0,39 16.063 11,11
2025-11-13 13F Promus Capital, LLC 69.211 0,00 5.036 16,71
2026-04-21 13F Narus Financial Partners, LLC 20.224 0,44 1.783 9,06
2026-02-04 13F Oxbow Advisors, LLC 802.424 -12,03 65.133 -1,88
2026-02-06 13F Larson Financial Group LLC 19.567 98,85 1.588 121,79
2026-01-23 13F Sage Mountain Advisors LLC 32.753 -0,80 2.659 10,66
2026-02-17 13F Fmr Llc 22.414.658 1,93 1.819.398 13,70
2026-02-06 13F Americana Partners, LLC 27.609 1,43 2.241 13,18
2026-01-15 13F Jamison Private Wealth Management, Inc. 10.954 0,62 889 12,25
2026-01-28 13F Cadinha & Co Llc 526.701 -0,38 42.752 11,12
2026-04-22 13F Storen Legacy Partners, LLC 24.845 2.190
2026-02-20 13F White Knight Strategic Wealth Advisors, LLC 8.769 45,21 712 61,96
2026-04-10 13F Quaker Wealth Management, LLC 0 -100,00 0
2026-04-08 13F Ccg Wealth Management, Llc 77.933 379,91 6.871 421,24
2026-04-17 13F Bellecapital International Ltd. 50.605 5,43 4.461 14,53
2026-02-02 13F Ashton Thomas Securities, Llc 33.668 -1,66 2.728 9,47
2026-04-15 13F BDFS Capital LLC 4.301 27,25 379 38,32
2026-02-03 13F Sigma Investment Counselors Inc 121.576 -0,58 9.868 10,90
2026-01-13 13F Stephens Consulting, LLC 760 0,00 62 10,91
2026-01-13 13F Two West Capital Advisors LLC 7.035 1,91 571 7,13
2026-01-21 13F Newbridge Financial Services Group, Inc. 940 0,00 76 11,76
2026-04-16 13F Fiduciary Advisors, Inc. 256 0,00 23 10,00
2026-02-05 13F AlphaCore Capital LLC 25.976 96,40 2.108 119,13
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 1.267 18,74 103 32,47
2026-02-10 13F Fiduciary Family Office, Llc 5.249 0,00 426 11,81
2026-02-17 13F Keebeck Wealth Management, LLC 43.540 6,50 3.534 18,83
2026-04-09 13F ASL Financial, LLC 36.623 17,60 3.229 20,04
2026-04-08 13F Community Financial Services Group, LLC 2.796 251
2026-01-27 13F Birch Hill Investment Advisors LLC 9.652 0,00 783 11,54
2026-02-13 13F Neuberger Berman Group LLC 1.162.978 -3,54 94.399 7,59
2026-02-17 13F Fwl Investment Management, Llc 24.966 -0,99 2.026 10,47
2026-04-16 13F Cambridge Advisors Inc. 6.883 0,00 607 8,60
2026-01-30 13F Simplicity Wealth,LLC 36.011 -47,76 2.923 -41,73
2026-02-20 13F Kovitz Investment Group Partners, LLC 5.943 -99,05 482 -98,95
2026-04-08 13F Fermata Advisors, LLC 71.807 -12,82 6.331 -5,31
2026-02-06 13F Resona Asset Management Co.,Ltd. 135.608 0,00 11.007 11,54
2026-02-23 13F Wealth Preservation Advisors, LLC 828 0,00 67 11,67
2026-02-25 13F Kw Wealth Management Llc 6.614 5,39 537 17,54
2026-04-16 13F Heck Capital Advisors, LLC 65.098 26,86 5.739 37,79
2026-01-20 13F Stratos Wealth Partners, LTD. 381.987 -4,49 31.006 6,54
2026-01-23 13F Arbor Investment Advisors, LLC 3.152 -10,23 256 0,00
2026-04-22 13F Princeton Global Asset Management LLC 766 0,00 68 8,06
2026-01-27 13F Summit Financial Wealth Advisors, LLC 0 -100,00 0
2026-01-27 13F Meritage Portfolio Management 7.760 0,00 630 11,52
2026-04-22 13F Investment Advisory Group, LLC 5.564 -7,44 491 0,62
2026-04-10 13F Northside Capital Management, LLC 48.047 0,00 4.236 8,62
2026-04-16 13F Balboa Wealth Partners 3.648 0,41 322 9,18
2026-04-20 13F Verus Financial Partners, Inc. 30.161 0,00 2.719 -5,26
2026-02-03 13F Apeiron RIA LLC 98.209 26,74 8.482 41,39
2026-04-22 13F Old Point Trust & Financial Services N A 9.250 -4,64 815 3,56
2026-01-28 13F Cape Ann Savings Bank 143.416 -3,26 11.641 7,91
2026-02-25 13F Tempo Wealth, LLC 4.908 398
2026-02-17 13F Hyposwiss Advisors SA 4.090 332
2026-02-05 13F Bessemer Group Inc 92.131 -0,35 7 16,67
2026-02-04 13F BEAM Asset Management, LLC 17.531 -1,51 1.423 9,81
2026-04-21 13F Alpine Bank Wealth Management 3.461 0,00 305 8,93
2026-01-29 13F Klingman & Associates, LLC 6.313 -2,92 512 8,25
2026-04-02 13F Noble Wealth Management PBC 21.650 -2,42 1.909 5,94
2026-04-15 13F Wormser Freres Gestion 35.220 14,41 3.105 21,82
2026-02-17 13F Coastal Bridge Advisors, LLC 278.128 -0,53 22.576 10,95
2026-02-06 13F/A Rathbone Brothers plc 54.428 -8,17 4.418 2,41
2026-02-02 13F Truist Financial Corp 5.904.081 1,55 479.234 13,27
2026-02-02 13F Sachetta, LLC 28.368 -34,60 2.303 -27,06
2026-02-10 13F Crescent Grove Advisors, LLC 95.433 1,05 7.746 12,72
2026-01-30 13F Arrien Investments, Inc. 7.500 0,00 609 11,56
2026-02-03 13F Alpha Cubed Investments, LLC 5.035 0,00 409 11,48
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-02-13 13F Arete Wealth Advisors, LLC 14.547 -12,24 1 0,00
2026-02-13 13F Pin Oak Investment Advisors Inc 3.636 -21,57 0 -100,00
2026-01-27 13F Sterling Financial Planning, Inc. 257.929 -5,64 20.936 5,25
2026-04-07 13F First Financial Corp /in/ 715 0,00 63 8,62
2026-02-06 13F Synergy Investment Management, LLC 62.675 4,58 5.087 16,65
2026-02-05 13F Atria Investments Llc 228.581 1,64 18.554 13,37
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-02-05 13F May Hill Capital, LLC 61.912 130,95 5.025 157,69
2026-04-21 13F PDS Planning, Inc 13.301 0,19 1.173 8,82
2026-02-13 13F Centerpoint Advisors, LLC 1.014 0,00 0
2026-04-22 13F KG&L Capital Management,LLC 3.303 -16,84 291 -9,63
2026-04-08 13F Capital Advisors Wealth Management, LLC 22.497 -21,48 1.983 -14,71
2026-02-05 13F WealthPlan Investment Management, LLC 4.650 -5,78 377 5,01
2026-04-24 13F Essex Financial Services, Inc. 16.727 10,26 1.475 19,74
2026-04-02 13F Crumly & Associates Inc. 4.797 -14,95 423 -7,66
2026-02-23 13F Beaird Harris Wealth Management, LLC 3.264 0,00 265 11,39
2026-02-13 13F Morgan Stanley 24.895.743 0,24 2.020.788 11,81
2026-04-13 13F Armstrong, Fleming & Moore, Inc 6.839 0,13 603 8,66
2026-01-16 13F Worth Financial Advisory Group, LLC 19.567 1.588
2026-04-20 13F Fiduciary Alliance LLC 8.201 79,30 740 99,46
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 483.758 3,06 42.648 11,93
2026-01-26 13F Valmark Advisers, Inc. 9.853 -6,12 800 4,72
2026-04-23 13F Strategic Point Investment Advisors, LLC 534.548 0,25 47.126 8,88
2026-02-03 13F Cassaday & Co Wealth Management LLC 5.930 14,52 481 27,93
2026-02-06 13F Planning Alternatives Ltd /adv 4.639 377
2026-02-11 13F Boyer & Corporon Wealth Management, LLC 298.176 24.203
2026-02-12 13F WealthPLAN Partners, LLC 3.796 9,39 308 22,22
2026-02-12 13F Triumph Capital Management 480 0,00 39 11,76
2026-04-13 13F Massmutual Trust Co Fsb/adv 20.276 -29,43 1.788 -23,37
2025-11-13 13F Texas Capital Bancshares Inc/tx 1.222 89
2026-02-04 13F Ameritas Advisory Services, LLC 55.665 -28,11 4.518 -19,81
2026-02-17 13F Prosperity Consulting Group, LLC 4.224 17,89 343 31,54
2026-04-24 13F United Community Bank 40.841 -19,42 3.601 -12,49
2026-02-13 13F Veridan Wealth LLC 0 -100,00 0
2026-02-09 13F Fidelis Capital Partners, LLC 55.025 4,18 4.466 16,21
2026-02-11 13F Lyell Wealth Management, Lp 3.517 0,00 285 11,76
2026-01-30 13F Us Bancorp \de\ 423.089 -1,47 34.342 9,90
2026-04-14 13F Valicenti Advisory Services Inc 4.180 -7,21 0
2026-02-09 13F Hutchinson Capital Management/ca 23.132 0,00 1.878 11,53
2026-02-12 13F Crcm Lp 719.722 83,28 58.420 104,44
2026-02-05 13F Rossmore Private Capital 5.540 450
2026-04-14 13F Bayshore Capital Advisors, LLC 28.370 2.501
2026-04-10 13F First Bank & Trust 13.985 3,16 1.233 12,00
2026-02-17 13F/A Vance Wealth, Inc. 3.191 -29,09 259 -21,10
2026-04-22 13F Wiser Advisor Group LLC 27 0,00 2 0,00
2026-02-10 13F Godfrey Financial Associates, Inc. 312 25
2026-02-10 13F MainStreet Investment Advisors LLC 14.421 -50,45 1.171 -44,76
2026-02-13 13F Beacon Financial Advisory LLC 12.908 12,37 1.048 25,39
2026-01-21 13F Pacific Point Advisors, LLC 68.862 0,00 5.590 11,53
2026-01-28 13F Grant Street Asset Management, Inc. 3.421 -90,01 278 -88,88
2026-04-23 13F Narwhal Capital Management 671.733 -0,13 59.220 8,47
2026-02-04 13F Fourth Dimension Wealth, LLC 449 4,66 36 16,13
2026-04-17 13F Values First Advisors, Inc. 23.891 10,22 2.106 19,73
2026-02-17 13F Laird Norton Trust Company, Llc 48.397 3.928
2026-01-21 13F South Shore Capital Advisors 10.566 858
2026-01-23 13F Bridgewater Advisors Inc. 4.435 -0,85 403 20,30
2026-04-08 13F First Heartland Consultants, Inc. 9.129 -47,99 805 -43,54
2026-04-22 13F Louisbourg Investments Inc. 140 0,00 12 9,09
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-04-02 13F Silverleafe Capital Partners, LLC Call 16.900 1.490
2026-04-02 13F Silverleafe Capital Partners, LLC 115.882 -6,52 10.216 1,53
2026-02-03 13F SBI Securities Co., Ltd. 117.141 -7,16 9.508 3,55
2025-11-14 13F EFG Asset Management (Americas) Corp. 154.906 -0,81 11.273 15,74
2026-04-20 13F Provenance Wealth Advisors, LLC 15.344 1,86 1.353 10,64
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 7.455 0,19 605 11,83
2026-02-11 13F Cypress Capital Group 274.500 1,48 22.281 13,19
2026-02-04 13F Hirtle Callaghan & Co LLC 11.452 -7,66 930 2,99
2026-04-20 13F Naples Global Advisors, Llc 5.213 -4,58 460 3,61
2026-04-22 13F Uniting Wealth Partners, LLC 42.615 1,14 3.757 9,82
2026-04-09 13F Kwmg, Llc 3.064 0,00 270 8,87
2026-04-23 13F Oppenheimer & Co Inc 31.027 -6,72 2.735 1,33
2026-04-21 13F Chapin Davis, Inc. 4.525 0,00 399 8,45
2026-04-22 13F Union Bancaire Privee, UBP SA 3.385 -49,29 218 -46,29
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 5.209 -2,40 459 6,00
2026-02-05 13F Center for Financial Planning, Inc. 878 3,29 71 16,39
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 5.494 1,53 484 10,25
2026-02-04 13F Advisor OS, LLC 5.381 -4,66 437 6,34
2026-01-26 13F Frankly Finances, LLC 15.868 1.288
2026-01-27 13F Beacon Bridge Wealth Partners, LLC 66.804 52,39 5.422 69,97
2026-02-17 13F Boreal Capital Management LLC 2.199 -29,18 178 -20,89
2026-04-13 13F CJM Wealth Advisers, Ltd. 12.814 29,29 1.130 40,42
2026-01-29 13F Solidarilty Wealth, LLC 7.087 0,00 575 11,65
2026-01-21 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-02-17 13F Tudor Investment Corp Et Al 252.905 -6,49 20.528 4,31
2026-02-14 13F American Trust 38.446 -39,79 3.121 -32,85
2026-04-01 13F Burkett Financial Services, Llc 1.730 -9,90 153 -1,94
2026-01-20 13F Ethos Financial Group, LLC 4.819 0,00 391 11,71
2026-01-22 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 2.915 0,00 237 7,76
2026-02-11 13F Lifestyle Asset Management, Inc. 0 -100,00 0
2026-02-17 13F Cape Investment Advisory, Inc. 4.441 66,58 360 85,57
2026-02-10 13F Acorn Wealth Advisors, LLC 4.422 -10,59 359 -0,28
2026-02-12 13F Colonial Trust Advisors 3.229 13,94 262 27,18
2026-01-28 13F Barrett & Company, Inc. 1.008 0,80 82 12,50
2026-01-12 13F CVA Family Office, LLC 1.565 0,00 127 12,39
2026-02-04 13F LRI Investments, LLC 6.290 -3,94 511 7,14
2026-04-08 13F Lineweaver Wealth Advisors, LLC 91.739 -3,37 8.088 4,94
2026-04-21 13F Colony Family Offices, LLC 11.820 0,00 1.042 8,65
2026-01-23 13F Assetmark, Inc 1.044.313 44,01 84.767 60,64
2026-02-03 13F Orion Capital Management LLC 1.051 -12,49 85 -2,30
2026-02-10 13F Advisor Resource Council 10.976 961
2026-02-05 13F Isthmus Partners, Llc 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 2.735.976 3,19 222.079 15,10
2026-04-16 13F Financial Management Network Inc 64.780 -3,30 5.812 6,39
2026-02-09 13F Roundview Capital LLC 40.893 8,97 3.319 21,58
2026-02-10 13F Sittner & Nelson, Llc 816 76
2026-01-14 13F WESPAC Advisors, LLC 33.656 25,24 2.732 39,69
2026-02-05 13F R.P. Boggs & Co. 8.748 -4,53 710 6,61
2026-01-22 13F TSA Wealth Managment LLC 75.630 -2,96 6.139 8,23
2026-02-13 13F Truvestments Capital Llc 759 3,12 62 15,09
2026-04-08 13F Towerpoint Wealth, LLC 45.991 -9,98 4.055 -2,22
2026-04-16 13F Brookstone Capital Management 248.381 -14,28 21.897 -6,90
2026-01-21 13F Crews Bank & Trust 1.350 -0,22 110 11,22
2026-01-26 13F AE Wealth Management LLC 77.191 6,07 6.266 18,30
2026-04-10 13F OMNI 360 Wealth, Inc. 0 -100,00 0
2026-02-18 13F/A Virtue Capital Management, LLC 2.812 229
2026-04-16 13F Quotient Wealth Partners, LLC 4.840 -12,27 427 -4,70
2026-01-23 13F Actinver Wealth Management, Inc. 20.840 -12,11 1.692 -1,97
2026-01-30 13F Valued Wealth Advisors LLC 835 -0,60 68 9,84
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-04-20 13F LS Investment Advisors, LLC 2.925 -7,29 258 0,39
2026-04-21 13F Armbruster Capital Management, Inc. 7.525 -18,65 663 -11,60
2026-02-11 13F Entelevest, LLC 7.907 642
2026-02-13 13F Independent Family Office, LLC 0 -100,00 0
2026-02-17 13F Ameriflex Group, Inc. 624 106,62 51 138,10
2026-04-24 13F Stegent Equity Advisors, Inc. 7.832 0,00 690 8,66
2026-02-11 13F Ipsen Advisor Group LLC 39.784 -5,78 3.229 6,01
2026-02-13 13F Resources Investment Advisors, LLC. 1.358.533 -0,29 110.272 11,23
2026-04-17 13F Baker Ellis Asset Management LLC 5.500 -15,38 485 -8,16
2026-02-13 13F Cozad Asset Management Inc 9.489 3,26 770 15,27
2026-02-03 13F Virtus Family Office LLC 30.065 2,89 2.440 14,77
2026-04-22 13F Smallwood Wealth Investment Management, LLC 454 0,00 40 11,11
2026-01-27 13F TriaGen Wealth Management LLC 88.982 0,91 7.223 12,56
2026-04-22 13F Spirepoint Private Client, Llc 0 -100,00 0
2026-01-29 13F Calamos Wealth Management LLC 4.486 44,06 364 61,06
2026-02-04 13F Bridgewealth Advisory Group, LLC 35.297 12,86 2.865 25,93
2026-01-26 13F DBK Financial Counsel, LLC 5.517 -9,35 448 1,13
2026-02-24 13F Avory & Company, LLC 20.000 0,00 1.623 11,55
2026-01-29 13F Sanctuary Advisors, LLC 949.929 6,95 77.106 19,29
2026-02-13 13F Alliance Private Wealth, LLC 4.708 438
2025-11-10 13F/A Flaharty Asset Management, LLC 0 -100,00 0
2026-02-11 13F Capital Group Private Client Services, Inc. 417.576 5,38 33.895 17,55
2025-11-12 13F Alpha Zero LLC 55.521 3,50 4.040 20,78
2026-02-06 13F Kingdom Financial Group LLC. 1.200 97
2026-02-10 13F Camden National Bank 90.276 -2,69 7.328 8,55
2026-04-13 13F GoalVest Advisory LLC 250 0,00 22 10,00
2026-02-03 13F Insight 2811, Inc. 3.755 -2,34 305 8,96
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 3.074 -34,62 250 -27,19
2026-04-10 13F Naviter Wealth, LLC 27.491 -3,18 2.424 5,16
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 30.709 11,14 2.937 46,07
2026-04-07 13F Signaturefd, Llc 21.158 -12,19 1.865 -4,60
2026-01-28 13F Salomon & Ludwin, LLC 438 0,00 37 12,50
2026-02-03 13F Legacy Wealth Managment, LLC/ID 20 0,00 2 0,00
2026-02-13 13F Allianz Se 1.233.566 3,96 100.129 15,95
2026-04-20 13F First PREMIER Bank 23.401 -0,06 2 100,00
2026-04-23 13F Intrua Financial, LLC 9.712 -60,21 856 -56,79
2026-04-24 13F Swmg, Llc 10.823 -53,55 954 -56,08
2026-02-17 13F National Asset Management, Inc. 93.303 0,44 7.573 12,04
2026-04-24 13F Keybank National Association/oh 3.617.414 -2,45 318.911 5,95
2026-04-24 13F Medallion Wealth Advisors, LLC 2.930 243,49 258 273,91
2026-04-20 13F Eagle Strategies LLC 44.328 -14,01 3.908 -6,62
2026-02-13 13F Bank Of Nova Scotia 21.481 110,58 1.744 134,91
2026-02-17 13F Evercore Wealth Management, LLC 625.719 1,00 50.790 12,66
2026-04-09 13F TruWealth Advisors, LLC 240.881 1,89 21.236 10,67
2026-02-06 13F Empirical Asset Management, LLC 5.577 -4,96 453 5,85
2026-04-13 13F E Fund Management Co., Ltd. 149.964 -60,77 13.221 -44,54
2026-02-13 13F McAdam, LLC 10.988 45,34 892 62,00
2026-02-10 13F Bruce G. Allen Investments, LLC 1.930 -7,03 157 3,31
2026-02-10 13F Meramec Financial Planners, LLC 256 24
2026-04-20 13F Tanglewood Wealth Management, Inc. 917.288 -11,97 80.868 -4,39
2026-01-26 13F Dynamic Financial Group 7.602 -3,37 617 7,87
2025-11-14 13F WNY Asset Management, LLC 3.361 245
2026-02-12 13F Proficio Capital Partners LLC 2.127.021 -6,16 172.650 4,67
2026-02-17 13F Chokshi & Queen Wealth Advisors, Inc 0 -100,00 0 -100,00
2026-02-02 13F Cornerstone Planning Group LLC 24.187 5,79 2.449 41,34
2026-04-10 13F Granite FO LLC 2.565 0,00 226 8,65
2026-01-26 13F West Wealth Group, LLC 75.614 8,69 6.138 11,22
2026-04-17 13F Certified Advisory Corp 5.834 -1,57 514 6,86
2026-02-03 13F Capital City Trust Co/fl 2.806 0,00 228 11,27
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 6.845 -1,98 603 6,54
2026-04-22 13F Quintet Private Bank (Europe) S.A. 0 -100,00 0
2026-04-14 13F Twelve Points Wealth Management LLC 39.432 4,59 3.476 8,63
2026-01-27 13F Asset Management One Co., Ltd. 30.050 -14,27 2.444 -4,16
2026-02-10 13F Garde Capital, Inc. 58.935 11,02 4.784 23,85
2026-02-12 13F Mosley Wealth Management 37.026 3,64 2.822 51,97
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 17.369 -5,79 1.409 6,10
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-04-06 13F WASHINGTON TRUST Co 6.510 -13,32 574 -5,91
2026-01-26 13F Northwest Capital Management Inc 2.924 -68,05 237 -64,41
2026-02-13 13F Sargent Investment Group, LLC 2.874 233
2026-02-12 13F Elevation Wealth Management LLC 2.765 224
2026-02-17 13F Wealth Analytics Partners, LLC 2.783 226
2026-02-24 13F Astoria Portfolio Advisors LLC. 8.638 -8,38 851 18,52
2026-04-23 13F Ameliora Wealth Management Ltd. 12.500 0,00 1.102 8,68
2026-04-22 13F Ariston Services Group 0 -100,00 11.055 7,30
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 13.662 34,79 1.204 46,47
2026-02-09 13F Allstate Corp 19.280 -39,57 1.565 -32,62
2026-02-11 13F Stirlingshire Investments, Inc. 3.942 320
2026-02-09 13F Bleakley Financial Group, LLC 26.577 1,52 2.157 13,23
2026-02-05 13F Richard Young Associates, Ltd. 2.538 206
2026-04-06 13F Versant Capital Management, Inc 68.727 -1,45 6.059 7,03
2026-01-26 13F Cwm, Llc 1.954.113 3,02 159 14,49
2026-01-29 13F Howard Wealth Management, Llc 2.872 2,13 233 14,22
2026-02-17 13F Asset Management Group, Inc. 3.225 0,00 262 11,54
2026-01-30 13F Sage Rhino Capital Llc 300.690 -7,40 24.407 3,29
2026-02-13 13F TRUE Private Wealth Advisors 36.905 0,03 2.996 11,59
2026-01-23 13F Journey Beyond Wealth, LLC 2.525 205
2026-02-17 13F Janus Henderson Group Plc 2.915 -61,46 237 -57,09
2026-02-11 13F Atlanta Consulting Group Advisors, LLC 3.484 0,00 283 11,46
2026-04-17 13F Boston Private Wealth Llc 8.152 0,00 719 8,62
2026-02-13 13F Venture Visionary Partners LLC 2.756 -3,30 224 7,73
2026-01-21 13F Woodmont Investment Counsel Llc 5.187 -19,42 421 -10,04
2026-01-20 13F Meridian Investment Counsel Inc. 123.047 -1,55 9.988 9,81
2026-02-06 13F BOK Financial Private Wealth, Inc. 60.999 0,00 4.951 11,56
2026-02-12 13F Front Row Advisors LLC 350 0,00 28 12,00
2026-04-15 13F Milestone Asset Management, Llc 25.659 186,18 2.262 211,14
2026-01-27 13F Horst & Graben Wealth Management LLC 55.489 -2,28 4.505 9,05
2026-01-23 13F Rsm Us Wealth Management Llc 95.138 -7,32 7.774 4,07
2026-02-11 13F Parallel Advisors, LLC 61.908 9,72 5.025 22,38
2026-01-29 13F Koa Wealth Management, LLC 7.330 3,75 595 15,56
2026-02-12 13F Bank Of Montreal /can/ 400.129 -62,45 32.478 -58,12
2026-04-16 13F Evolve Private Wealth, Llc 240.561 -7,60 21.208 0,36
2025-10-28 13F Copperleaf Capital, LLC 47.867 363,20 3.483 440,84
2026-01-21 13F West Paces Advisors Inc. 4.815 0,00 391 11,43
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 600.475 30,71 34.140 -12,72
2026-01-07 13F American Asset Management Inc. 6.035 34,92 490 50,46
2026-01-21 13F Impact Investors, Inc 139.968 -6,68 11.361 4,10
2026-01-22 13F Bartlett & Co. Wealth Management Llc 1.466 -1,08 119 10,28
2026-02-02 13F Eq Wealth Advisors, Llc 60.516 -1,05 4.912 10,38
2026-02-05 13F S&co Inc 17.174 0,00 1 0,00
2026-02-09 13F White Lighthouse Investment Management Inc. 206.671 -4,16 16.775 6,90
2026-04-09 13F Secure Asset Management, LLC 4.295 -9,04 379 -1,31
2026-04-15 13F Sowa Financial Group, Inc. 296.941 -25,11 26 -18,75
2026-02-13 13F First National Bank Of Omaha 22.983 1.878
2026-02-13 13F Integrity Financial Corp /WA 2.904 3,75 236 15,76
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 126.067 -26,21 11.114 -19,85
2026-04-22 13F Sylvest Advisors, LLC 2.800 0,00 247 8,37
2026-02-17 13F Greenline Partners, LLC 99.834 -22,70 8.104 -13,77
2026-02-13 13F National Bank Of Canada /fi/ 636.116 0,87 51.621 12,52
2026-02-06 13F Mjp Associates Inc /adv 3.307 0,00 268 11,67
2026-02-11 13F Fund Evaluation Group, LLC 0 -100,00 0
2025-11-13 13F Herold Advisors, Inc. 0 -100,00 0 -100,00
2026-02-10 13F Vantus Wealth LLC 4.813 391
2026-04-24 13F Stock Yards Bank & Trust Co 26.970 0,23 2.378 8,84
2026-04-13 13F Cyndeo Wealth Partners, LLC 247.820 -6,71 21.848 1,32
2026-01-23 13F Avion Wealth 871 0,00 0
2026-02-09 13F HBK Sorce Advisory LLC 7.714 6,25 719 25,04
2026-01-20 13F Stratos Wealth Advisors, LLC 34.810 -28,31 2.826 -20,04
2026-04-10 13F Sulzberger Capital Advisors, Inc. 3.031 0,00 267 8,54
2026-02-10 13F Eq Llc 73.212 3,60 5.943 15,56
2026-01-14 13F Worth Asset Management, LLC 0 -100,00 0 -100,00
2026-02-03 13F Costello Asset Management, INC 646 223,00 52 271,43
2025-10-28 13F Pinnacle Financial Partners Inc 19.555 -23,11 1.423 -10,28
2026-02-17 13F Signature Equity Partners, LLC 335 27
2026-02-10 13F SCS Capital Management LLC 27.159 217,35 2.204 254,34
2026-01-13 13F Stablepoint Partners, LLC 143.183 -3,18 11.622 8,00
2026-04-17 13F Union Savings Bank 2.106 0,00 186 8,82
2026-01-27 13F Checchi Capital Advisers, LLC 358.431 -13,58 29.094 -3,61
2026-04-21 13F Pinnacle Associates Ltd 12.338 -1,60 1.088 6,88
2026-02-17 13F VestGen Advisors, LLC 67.884 -28,10 5.510 -19,80
2026-04-22 13F Midwest Financial Group LLC 6.997 22,99 617 33,62
2026-02-10 13F Madison Wealth Partners, Inc 3.795 -2,97 308 8,45
2026-01-15 13F 4J Wealth Management LLC 32.291 0,29 2.621 11,87
2026-02-12 13F Lbmc Investment Advisors, Llc 3.878 0,00 315 11,35
2026-04-15 13F Buttonwood Financial Group, LLC 36.039 -65,60 3.177 -64,28
2026-04-24 13F Alken Asset Management Ltd. 0
2026-02-17 13F Family Management Corp 65.329 12,99 5.303 26,03
2026-02-13 13F Clarity Asset Management, Inc. 0 -100,00 0
2026-02-13 13F Tikvah Management LLC 82.230 0,00 6.675 11,55
2026-02-02 13F Sunesis Advisors, LLC 28.203 0,00 2.289 11,55
2026-02-06 13F Burling Wealth Partners, Llc 3.006 0,00 244 11,47
2026-02-17 13F Wealth Watch Advisors, INC 41.685 76,33 3.384 96,69
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 2.745 37,25 242 49,38
2026-02-09 13F Leavell Investment Management, Inc. 305.124 6,25 24.767 18,51
2026-04-17 13F Andina Capital Management, LLC 0 -100,00 0
2026-04-15 13F Parsons Capital Management Inc/ri 4.089 0,59 360 9,42
2026-02-12 13F Jane Street Group, Llc 392.927 345,58 31.894 397,01
2026-02-18 13F Garton & Associates Financial Advisors LLC 150 12
2026-01-30 13F Caldwell Securities, Inc 3.565 0,00 289 11,58
2026-02-12 13F Jane Street Group, Llc Put 303.000 81,55 24.595 102,50
2026-02-12 13F Jane Street Group, Llc Call 465.800 125,02 37.809 151,00
2026-02-17 13F Angeles Wealth Management, Llc 13.000 0,00 1.055 11,52
2026-04-16 13F Kure Advisory, LLC 88.188 -5,43 7.775 2,71
2026-04-15 13F Braun-Bostich & Associates Inc. 17.813 -40,04 1.570 -34,88
2026-02-09 13F Westover Capital Advisors, LLC 63.124 1,45 5.124 13,17
2026-04-16 13F Capital Investment Advisors, LLC 17.449 1,37 1.538 10,09
2026-04-23 13F Caliber Wealth Management, LLC / KS 4.197 8,98 370 18,59
2026-02-13 13F 1832 Asset Management L.P. 0 -100,00 0 -100,00
2026-01-30 13F Bogart Wealth, LLC 11.083 0,45 900 12,09
2026-02-11 13F Group One Trading, L.p. 0 -100,00 0
2026-04-21 13F Mayport, Llc 5.447 480
2026-04-07 13F CoreCap Advisors, LLC 12.222 -36,80 1.078 -31,36
2026-02-04 13F Dynamic Wealth Strategies, LLC 446 0,00 36 12,50
2026-02-11 13F Curtis Wealth Management Llc 15.602 1.485
2026-02-13 13F Ashford Capital Management Inc 2.850 0,00 231 11,59
2026-02-17 13F Clark Capital Management Group, Inc. 2.925 237
2026-04-17 13F Wealth Management Partners, LLC 182.860 -8,44 16.121 -0,56
2026-04-21 13F Highland Financial Advisors, LLC 133.472 7,83 11.767 17,11
2026-02-17 13F Edmond De Rothschild Holding S.a. 700 -93,88 57 -93,27
2026-04-21 13F RCS Financial Planning, LLC 0 -100,00 0
2026-02-13 13F Marino Management, LLC 149.479 12.214
2026-02-09 13F Valued Retirements, Inc. 35.201 -1,68 2.857 28,00
2026-01-30 13F Wealthfront Advisers Llc 45.639 21,68 3.705 35,73
2026-02-06 13F Cedar Wealth Management, LLC 13.365 0,00 1.085 11,52
2026-01-29 13F Quent Capital, LLC 415.374 -3,97 33.716 7,12
2026-02-11 13F Cooper/haims Advisors, Llc 6.548 0,00 532 11,55
2026-04-03 13F Global Wealth Strategies & Associates 119.941 3,90 10.574 12,84
2026-04-23 13F Global Trust Asset Management, LLC 2.812 2,25 248 10,76
2026-02-17 13F Raymond James Financial Inc Put 0 -100,00 0
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 0 -100,00 0
2026-04-02 13F Hilltop National Bank 75.172 0,98 6.627 9,68
2026-02-10 13F Yukon Wealth Management, Inc. 2.626 244
2026-04-22 13F Financial Futures Ltd Liability Co. 5.906 33,74 521 45,25
2026-02-17 13F Millennium Management Llc 82.920 6.731
2026-02-05 13F Blume Capital Management, Inc. 920 -9,80 75 0,00
2026-02-09 13F Choate Investment Advisors 39.324 0,00 3.192 11,53
2026-04-09 13F Diversified Management Inc 17.940 1.582
2026-04-16 13F BridgePort Financial Solutions, LLC 44.884 -23,71 3.957 -17,13
2026-01-26 13F Asset Dedication, LLC 5.363 0,00 435 11,54
2026-02-06 13F Mach-1 Financial Group, Inc. 5.681 461
2026-04-13 13F IFP Advisors, Inc 566.853 -0,96 49.974 7,57
2026-02-11 13F Erste Asset Management GmbH 2.585.650 209.877
2026-04-08 13F Asempa Wealth Advisors 18.051 3,91 1.619 14,75
2026-02-10 13F KERR FINANCIAL PLANNING Corp 1.403 0,00 128 18,69
2026-02-18 13F Andrews Advisory Associates, LLC 16.688 1.355
2026-04-22 13F Gunderson Capital Management Inc. 0 -100,00 0
2026-04-21 13F Gilpin Wealth Management, Llc 57 159,09 5 400,00
2025-11-04 13F Guerra Advisors Inc 1.788 130
2026-04-13 13F Kelly Financial Services LLC 48.468 -63,46 4.273 -60,31
2026-01-28 13F Trademark Financial Management, LLC 55.490 0,96 4.504 12,63
2026-02-11 13F CNB Bank 1.525 0,00 124 11,82
2026-02-17 13F Imprint Wealth LLC 3 -50,00 0
2026-04-15 13F WESPAC Advisors SoCal, LLC 59.124 885,89 5.212 972,43
2026-01-27 13F First Horizon Corp 25.840 0,92 2.097 12,56
2026-02-11 13F J.Safra Asset Management Corp 22.571 2.488,42 1.832 2.807,94
2026-02-11 13F Empowered Funds, LLC 21.072 70,49 1.710 90,21
2026-01-20 13F Jackson Wealth Management, LLC 2.723 -14,67 221 -4,74
2026-02-12 13F VUB Generali dochodkova spravcovska spolocnost, a.s. 55.000 4.464
2026-02-11 13F Cedar Mountain Advisors, LLC 0 -100,00 0
2026-04-24 13F APCM Wealth Management for Individuals 18.793 -4,86 1.657 3,31
2026-04-21 13F Unique Wealth, Llc 37.606 -30,24 3.315 -24,23
2026-04-10 13F Cooke Wealth Management, LLC 14.288 -11,67 1.260 -10,77
2026-02-06 13F Cullen/frost Bankers, Inc. 2.197 49,25 178 66,36
2026-02-13 13F LGT Financial Advisors LLC 2.965 11,97 241 25,00
2026-02-19 13F CI Private Wealth, LLC 679.234 -4,61 55.134 6,41
2026-04-17 13F Legacy Wealth Partners, LLC 3.196 -74,77 282 -72,67
2026-04-21 13F Old National Bancorp /in/ 23.359 2,14 2.059 10,94
2026-02-06 13F Van Hulzen Asset Management, LLC 202.434 -1,13 16.432 10,28
2026-02-12 13F Great Valley Advisor Group, Inc. 100.778 13,49 8.180 26,57
2026-02-13 13F First Trust Advisors Lp 34.048 14,79 2.764 28,04
2026-02-04 13F HORAN Wealth, LLC 15.685 0,00 1.273 11,57
2026-04-23 13F Marmo Financial Group, LLC 14.344 0,00 1.265 8,59
2026-01-08 13F M. Kulyk & Associates, LLC 3.836 0,00 311 11,47
2026-04-21 13F Merkkuri Wealth Advisors LLC 296 26
2026-02-12 13F Rossby Financial, LCC 325 75,68 26 100,00
2026-02-19 13F Birchwood Financial Partners, Inc. 7.982 648
2026-02-12 13F Wealthspire Advisors, LLC 33.167 -52,22 2.692 -46,70
2026-01-21 13F Jmac Enterprises Llc 90.196 4,01 7.321 16,02
2026-04-09 13F Firethorn Wealth Partners, Llc 11.691 -20,51 1.031 -13,66
2026-02-13 13F Strathmore Capital Advisors, Inc. 58.039 -1,04 4.711 10,41
2026-02-17 13F Twin Focus Capital Partners, Llc 1.106.435 5,54 89.809 17,73
2025-11-04 13F IMC-Chicago, LLC 0 -100,00 0
2026-04-21 13F Carl Stuart Investment Advisor, Inc 528.842 -5,68 46.623 2,45
2026-02-10 13F Guidance Point Advisors, LLC 0 -100,00 0
2026-02-17 13F Gladstone Institutional Advisory LLC 19.711 30,82 1.600 45,89
2026-04-22 13F Advocate Investing Services LLC 2.472 3,00 218 11,86
2026-01-30 13F Rogco, Lp 212.044 2,38 17.212 14,19
2026-02-12 13F Custom Index Systems, Llc 10.111 -48,29 821 -42,33
2026-04-17 13F First City Capital Management, Inc. 7.133 -0,83 629 7,72
2026-02-11 13F Horizon Kinetics Asset Management Llc 8.566 -1,43 695 9,97
2026-04-17 13F Murphy & Mullick Capital Management Corp 368 0,00 32 10,34
2026-02-12 13F Renaissance Technologies Llc 21.900 -80,34 1.778 -78,08
2026-01-20 13F Cromwell Holdings LLC 0 -100,00 0
2025-11-05 13F Fullcircle Wealth Llc 8.867 83,24 658 114,33
2026-04-09 13F Pinkerton Retirement Specialists, LLC 4.801 0,00 390 0,00
2026-04-07 13F Deane Retirement Strategies, Inc. 90.528 14,74 7.970 24,44
2026-02-02 13F Vantage Point Financial LLC 10.333 17,58 839 31,14
2026-04-15 13F Hengehold Capital Management Llc 10.000 0,00 882 8,63
2026-01-26 13F Whittier Trust Co 64.554 0,42 5.463 16,04
2026-02-12 13F Sepio Capital, LP 74.908 0,00 6.080 11,54
2025-11-13 13F Glenmede Investment Management, LP 38.204 7,45 2.780 25,39
2026-01-28 13F Dentgroup LLC 3.509 -10,14 285 0,00
2026-02-02 13F Vista Capital Partners, Inc. 0 -100,00 0
2026-02-13 13F Generation Capital Management LLC 45.860 7,40 3.722 19,79
2026-04-22 13F Pictet Asset Management Holding SA 527.920 14,46 44.836 19,12
2026-02-13 13F Barclays Plc 2.598 -88,04 211 -86,71
2026-02-05 13F SFE Investment Counsel 9.532 -1,90 774 9,34
2026-02-09 13F LifePlan Investment Advisors, Inc. 69.286 -1,66 5.624 9,67
2025-11-14 13F Wolverine Trading, Llc 77.703 433,82 5.607 525,08
2025-11-14 13F Wolverine Trading, Llc Call 214.800 9,09 15.500 27,69
2026-01-27 13F Foundation Wealth Management, LLC 5.876 -0,02 477 11,71
2025-11-14 13F Wolverine Trading, Llc Put 121.100 104,22 8.739 139,07
2026-04-17 13F CENTRAL TRUST Co 924.593 -9,11 81.512 -1,28
2026-02-04 13F Wsfs Capital Management, Llc 49.747 -4,52 4.038 6,49
2026-02-11 13F Marks Group Wealth Management, Inc 27.096 0,00 2.199 11,57
2026-04-08 13F High Point Wealth Management, LLC 8.847 103,61 780 121,31
2026-04-23 13F Guardian Wealth Management, LLC 67.733 -12,82 6.033 -4,33
2026-02-12 13F Skopos Labs, Inc. 14.474 100,30 1.181 165,39
2026-01-29 13F Sentinel Trust Co Lba 79.875 -34,25 6 -25,00
2026-02-13 13F Destination Wealth Management 2.517 204
2026-02-17 13F Silver Point Capital L.P. 1.945.000 45,69 157.876 62,51
2026-01-08 13F Chesapeake Asset Management Llc 701 0,00 57 9,80
2026-04-08 13F Doliver Advisors, Lp 9.215 -7,15 812 0,87
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 48.274 4.256
2026-04-22 13F Beacon Financial Planning, Inc 2.402 212
2026-02-11 13F Endeavor Private Wealth, Inc. 39.839 34,39 3.234 49,88
2025-11-07 13F TT Capital Management LLC 0 -100,00 0 -100,00
2026-04-16 13F Future Financial Wealth Managment LLC 5.500 0,00 496 0,81
2026-02-03 13F International Assets Investment Management, Llc 9.377 26,32 761 62,96
2026-02-13 13F Graney & King, LLC 3.783 0,00 307 11,64
2026-02-13 13F Integrity Investment Advisors, LLC 6.068 493
2026-02-10 13F Tidemark, LLC 0 -100,00 0
2026-02-12 13F Bank of Jackson Hole Trust 51.474 -1,60 4.178 9,77
2026-02-13 13F LM Advisors LLC 4.339 -92,03 53 1.666,67
2026-04-21 13F Shepherd Street Advisors LLC 5.066 81,45 447 97,35
2026-04-20 13F Penobscot Wealth Management 2.450 216
2026-01-22 13F Accordant Advisory Group Inc 500 -50,00 41 -44,44
2026-02-04 13F Valeo Financial Advisors, LLC Call 200 16
2026-04-16 13F Telos Capital Management, Inc. 3.602 -2,65 318 5,67
2026-02-04 13F Valeo Financial Advisors, LLC 38.712 96,84 3.142 119,57
2026-01-14 13F New England Professional Planning Group Inc. 3.025 246
2026-04-10 13F AssuredPartners Investment Advisors, LLC 20.167 -83,55 1.767 -82,26
2026-01-27 13F Compass Financial Group, INC/SD 3.252 1,43 264 12,88
2026-02-04 13F Mascoma Wealth Management LLC 1.250 0,00 101 12,22
2026-02-11 13F Patron Partners Advisors, Llc 3.084 0,00 250 11,61
2025-11-14 13F Strategic Wealth Designers 0 -100,00 0
2026-04-14 13F Centerline Wealth Advisors, LLC 37.856 -37,97 3.337 -32,63
2026-02-10 13F Basepoint Wealth LLC 980 80
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 1.099 0,00 89 12,66
2026-02-09 13F King Luther Capital Management Corp 879 38,43
2026-01-09 13F Appleton Partners Inc/ma 10.517 -0,24 1
2026-04-17 13F Fifth Third Wealth Advisors LLC 74.333 0,54 6.553 9,20
2026-01-21 13F 4wealth Advisors, Inc. 5.943 -32,35 482 -24,57
2025-11-12 13F CIBC Bancorp USA Inc. 2.660.975 193.639
2026-02-13 13F Brown Advisory Inc 200.903 0,70 16.307 12,32
2026-01-15 13F Rochester Wealth Strategies, LLC 101.536 -8,25 8.242 2,35
2026-02-06 13F Bare Financial Services, Inc 124 0,00 10 11,11
2026-02-17 13F Aureus Asset Management, LLC 2.725 221
2025-11-06 13F Financial Advocates Investment Management 13.084 -56,86 952 -49,66
2026-02-13 13F Centaurus Financial, Inc. 2.131 6,98 0
2026-04-13 13F Lake Street Financial Llc 7.013 -0,76 618 7,85
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 212.540 -15,80 18.738 -8,54
2026-04-20 13F SILVER OAK SECURITIES, Inc 26.231 8,38 2.313 16,94
2026-02-17 13F GeoWealth Management, LLC 8.854 -63,02 719 -58,78
2026-04-15 13F Norden Group Llc 5.073 1,97 447 10,92
2026-01-29 13F Golden State Equity Partners 22.946 -4,52 1.863 6,52
2026-04-06 13F Washington Trust Advisors, Inc. 713 -25,81 63 -20,51
2026-04-14 13F Patriot Investment Management Inc. 46.769 0,00 4.123 8,61
2026-04-23 13F Tarbox Family Office, Inc. 15.077 0,00 1.329 8,67
2026-01-27 13F Latitude Advisors, LLC 22.388 -4,29 1.817 6,76
2026-04-23 13F SJS Investment Consulting Inc. 3.057 47,18 270 60,12
2026-02-17 13F One Wealth Capital Management, Llc 31.554 -3,40 2.561 7,79
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-04-13 13F Amplius Wealth Advisors, LLC 64.522 -0,26 5.688 8,34
2026-04-22 13F Stone House Investment Management, LLC 45.818 -64,24 4.039 -61,16
2026-02-13 13F Hurley Capital, LLC 169 14
2026-02-13 13F Clay Northam Wealth Management, LLC 6.063 -0,03 492 11,56
2026-01-28 13F Financial Perspectives, Inc 2.991 8,65 243 21,00
2026-02-11 13F Wellspring Financial Advisors, LLC 101.062 -1,63 8.204 9,74
2026-02-13 13F Icon Wealth Advisors, LLC 176.175 -4,38 14.300 6,67
2026-04-21 13F Columbus Macro, LLC 25.277 -5,19 2.228 2,96
2026-04-20 13F Fairvoy Private Wealth, LLC 10.046 -12,64 886 -5,14
2026-02-10 13F Goldman Sachs Group Inc 1.840.915 15,52 149.427 28,85
2026-04-16 13F Smith Thornton Advisors LLC 60.366 -0,57 5.322 7,97
2026-04-20 13F Aegis Wealth Management, Inc. 0 -100,00 0
2026-02-17 13F Strive Financial Group ,LLC 57 5
2026-04-14 13F LifePlan Financial, LLC 135.456 -4,35 11.942 3,89
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 0 -100,00 0
2026-03-31 13F Sankala Group LLC 5.123 0,00 436 -14,00
2026-04-08 13F Miracle Mile Advisors, LLC 36.140 22,46 3.186 33,03
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 32.814 7,31 2.664 19,69
2026-01-27 13F Seeds Investor Llc 127.484 6,27 10.348 18,54
2026-01-30 13F Citizens National Bank Trust Department 33.675 12,52 2.733 25,54
2026-04-16 13F Phillips Financial Management, Llc 12.376 -26,97 1.091 -20,65
2026-04-21 13F J2 Capital Management Inc 30.497 -52,94 2.689 -48,90
2026-04-20 13F YANKCOM Partnership 84 0,00 7 16,67
2026-02-10 13F Greenspring Advisors, LLC 14.884 1.208
2026-04-15 13F Aspen Investment Management Inc 5.408 0,00 0
2026-04-17 13F Atlas Brown,Inc. 4.311 -3,38 380 4,97
2026-01-15 13F Frank, Rimerman Advisors LLC 9.729 0,00 790 11,60
2026-04-21 13F Crown Wealth Group, LLC 43.172 38,46 3.806 50,43
2026-04-21 13F First United Bank Trust/ 1.902 0,00 168 8,44
2025-11-04 13F Garrison Bradford & Associates Inc 0 -100,00 0
2026-02-17 13F Rakuten Investment Management, Inc. 72.574 0,00 5.237 0,00
2026-04-20 13F Ritholtz Wealth Management 4.476 27,09 395 38,25
2026-02-17 13F Hancock Whitney Corp 11.787 0,00 957 11,55
2026-02-09 13F Integrity Advisory Solutions, LLC 2.881 234
2026-02-11 13F Manchester Capital Management LLC 5.325 432
2026-02-23 13F Monetary Solutions, Ltd 326 26
2026-02-06 13F New Millennium Group LLC 10.502 6,51 852 18,83
2026-01-22 13F Bear Mountain Capital, Inc. 63 0,00 5 25,00
2026-02-13 13F Glen Eagle Advisors, LLC 795 3,79 65 16,36
2026-04-13 13F Mader & Shannon Wealth Management, Inc. 332.931 -17,87 29.351 -0,50
2026-02-13 13F Change Path, LLC 303.238 -7,71 24.614 2,94
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-11 13F Harvest Fund Management Co., Ltd 123.632 2,77 10 25,00
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-04-17 13F Krilogy Financial LLC 3.678 0,08 332 -5,16
2026-01-16 13F Beaumont Financial Advisors, LLC 0 -100,00 0
2026-01-22 13F Demars Financial Group, LLC 0 -100,00 0
2026-02-11 13F Shared Vision Wealth Group LLC 37.119 -0,42 3.533 22,64
2026-02-13 13F Sei Investments Co 3.852 313
2026-02-10 13F Operose Advisors LLC 1.156 37,78 94 52,46
2026-04-10 13F Capital Advantage, Inc. 2.993 0,00 264 8,68
2026-02-13 13F Southeast Asset Advisors Inc. 0 -100,00 0
2026-04-14 13F Drive Wealth Management, Llc 14.681 10,75 1.294 20,37
2026-01-29 13F Riggs Asset Managment Co. Inc. 28.981 1,45 2.352 13,19
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 60.232 11,12 5.310 20,71
2026-04-21 13F Accredited Investor Services, Llc 32.090 4,54 2.829 13,57
2025-11-06 13F Ground Swell Capital, LLC 0 -100,00 0 -100,00
2026-02-13 13F Vivaldi Capital Management, LLC 120.212 -0,85 9.758 10,60
2026-04-16 13F Capital Advisors, Ltd. LLC 1.812 0,00 0
2026-02-12 13F Index Technologies Group LLC 7.845 637
2026-02-11 13F Strategy Asset Managers Llc 6.686 74,39 543 94,27
2026-01-21 13F Rocky Mountain Advisers, Llc 400 0,00 32 10,34
2026-04-20 13F Minichmacgregor Wealth Management, Llc 149.400 0,35 13.171 9,00
2026-02-03 13F Patten & Patten Inc/tn 9.225 -5,14 749 5,80
2026-04-16 13F Beese Fulmer Investment Management, Inc. 6.997 -20,23 617 -13,48
2026-02-17 13F Envision Financial Planning, LLC 5.161 11,42 419 24,04
2026-01-06 13F Advance Capital Management, Inc. 9.090 -12,73 738 -2,64
2026-02-06 13F Addison Advisors LLC 737 60
2026-04-22 13F Mid-American Wealth Advisory Group, Inc. 4.215 0,00 342 0,00
2026-04-07 13F Fragasso Group Inc. 2.783 0,11 244 8,00
2026-04-08 13F Parkside Investments, LLC 146.705 7,09 12.934 16,30
2026-02-12 13F Adviser Investments LLC 112.747 -3,00 9.152 8,19
2025-11-14 13F Strategic Wealth Partners, Ltd. 26.849 25,72 1.954 46,73
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 2.772 225
2026-01-12 13F World Equity Group, Inc. 10.218 56,45 829 74,53
2026-02-09 13F TrustBank 4.133 335
2026-01-20 13F Austin Private Wealth, LLC 8.065 -7,94 655 2,67
2026-02-12 13F Summit Financial, LLC 270.136 -1,74 21.927 9,60
2026-04-17 13F Harbour Wealth Management Group, Inc. 149.800 -7,46 13.206 0,52
2026-02-27 13F Compass Financial Services Inc 359 0,00 29 11,54
2026-02-24 13F MidFirst Bank 515 42
2026-04-10 13F Benin Management CORP 4.608 406
2026-04-16 13F Rockland Trust Co 4.406 10,87 388 20,50
2026-04-22 13F Riverbend Wealth Management, LLC 12.116 0,41 1.068 9,09
2026-01-20 13F Packer & Co Ltd 1.830.100 -14,88 149 -5,13
2026-02-11 13F Wealthgarden F.s. Llc 26.523 9,79 2.524 26,71
2026-04-20 13F Dagco, Inc. 4.925 0,00 434 8,77
2026-04-14 13F Prospera Financial Services Inc 151.124 -6,45 13.323 1,62
2026-02-13 13F GM Advisory Group, Inc. 1.527.276 -1,77 123.969 9,56
2026-02-03 13F Geneva Partners, LLC 4.237 344
2026-04-20 13F Ronald Blue Trust, Inc. 470.409 -9,73 41.471 -1,95
2026-02-10 13F IAG Wealth Partners, LLC 1.330 -25,28 108 -17,05
2026-01-23 13F Diversify Advisory Services, LLC 105.966 -3,57 9.142 10,13
2026-04-13 13F Bourgeon Capital Management Llc 0 -100,00 0
2026-04-15 13F Cypress Wealth Services, LLC 34.083 -44,95 3.005 -40,22
2026-01-27 13F BankPlus Trust Department 456 0,00 37 12,12
2026-02-04 13F Community Bank, N.A. 15.027 12,83 1.220 25,80
2026-02-10 13F Calton & Associates, Inc. 6.706 12,42 544 25,35
2026-02-10 13F Verus Capital Partners, Llc 19.765 7,89 1.604 20,33
2025-10-30 13F Ridgewood Investments LLC 0 -100,00 0
2026-04-22 13F Muirfield Wealth Advisors Llc 12.555 4,23 1.107 13,20
2026-02-17 13F Public Employees Retirement System Of Ohio 486.700 0,00 39.505 11,54
2026-02-04 13F Twin Lakes Capital Management, LLC 6.289 -7,91 510 2,82
2026-04-21 13F Pacific Park Financial, Inc. 74.199 -1,60 6.541 6,88
2026-02-06 13F Mraz, Amerine & Associates, Inc. 17.744 -3,61 1.440 7,54
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 160.326 -4,86 14.134 3,33
2026-01-30 13F Carrera Capital Advisors 3.174 0,00 258 11,74
2026-01-22 13F ETF Store, Inc. 19.125 -2,70 1.552 8,53
2026-02-11 13F Clearbridge Investments, LLC 7.701 0,00 625 11,61
2025-11-14 13F Parallax Volatility Advisers, L.P. Call 0 -100,00 0 -100,00
2026-04-21 13F J.M. Arbour, LLC 5.701 -60,61 503 -57,24
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 206.480 8,64 16.747 21,12
2026-02-17 13F Blue Chip Partners, Inc. 10.370 -1,08 842 10,37
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 1.013.242 1,25 82 13,89
2026-02-09 13F Cary Street Partner Investment Advisory Llc 5.572 50,84 452 68,66
2026-02-11 13F Landing Point Financial Group, LLC 13.909 8,17 1.129 20,75
2026-04-15 13F Weil Company, Inc. 35.102 -4,50 3.095 3,72
2026-02-17 13F Permanens Capital L.P. 1.122.462 26,08 91.110 40,64
2026-01-28 13F Diversified Enterprises, LLC 3.709 0,00 301 11,90
2026-01-30 13F Aries Wealth Management 6.635 -11,14 539 -0,92
2026-04-15 13F Alhambra Investment Partners LLC 38.220 -8,88 3.369 -1,03
2026-02-03 13F Black Diamond Financial, LLC 9.502 -1,47 771 9,99
2026-02-04 13F Dogwood Wealth Management LLC 599 0,00 49 11,63
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 2.594 -42,66 211 -36,17
2026-04-13 13F Fiduciary Financial Group, Llc 104.155 2,23 9.182 11,03
2026-02-10 13F Fielder Capital Group LLC 238.258 -1,29 19.339 10,11
2026-02-06 13F Quantify Chaos Advisors, Llc 7.976 647
2026-02-11 13F Mill Capital Management, LLC 12.994 -20,04 1.055 -10,83
2026-02-13 13F Monograph Wealth Advisors, Llc 20.458 -0,82 1.661 10,59
2026-02-12 13F Helium Advisors LLC 5.045 -49,25 410 -43,43
2026-02-05 13F Stephens Inc /ar/ 286.578 -5,76 23.261 5,12
2026-04-23 13F WMG Financial Advisors, LLC 3.167 279
2026-04-06 13F Private Client Services, Llc 10.680 3,10 942 12,02
2026-04-07 13F Farmers Trust Co 7.839 -5,30 691 2,98
2026-02-02 13F Breakwater Investment Management 1.480 0,00 120 12,15
2026-02-05 13F 1620 Investment Advisors, Inc. 708 0,00 57 11,76
2026-01-23 13F Westside Investment Management, Inc. 200 -99,03 16 -98,93
2026-02-10 13F Theory Financial Llc 4.234 1,36 403 16,86
2026-02-19 13F Atomi Financial Group, Inc. 128.357 2,35 10.419 14,16
2026-01-07 13F Significant Wealth Partners LLC 0 -100,00 0
2026-04-15 13F Atwood & Palmer Inc 200 0,00 18 6,25
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100,00 0 -100,00
2026-02-13 13F OpenArc Corporate Advisory, LLC 180.124 14.621
2026-02-10 13F Exit Wealth Advisors, LLC. 114.750 5,91 9.314 18,14
2026-04-21 13F Maltin Wealth Management, Inc. 100.929 -4,39 8.898 3,84
2026-01-26 13F Bcm Advisors, Llc 3.660 0,00 343 26,10
2026-01-07 13F Sagespring Wealth Partners, Llc 579.405 -5,84 47.030 5,02
2026-02-10 13F Florida Financial Advisors, Llc 10.191 41,96 827 58,43
2026-01-29 13F Mackay Shields Llc 475.000 -9,52 38.556 0,92
2026-02-13 13F ICONIQ Capital, LLC 12.819 -31,74 1.041 -23,87
2026-02-10 13F Welch & Forbes Llc 86.883 0,00 7.052 11,55
2026-02-13 13F Ingalls & Snyder Llc 7.793 -6,03 1
2026-04-22 13F Aureum Wealth Management, LLC 27.066 16,29 2.386 26,31
2026-02-10 13F Rothschild Investment Llc 3.008 3,44 244 15,64
2026-01-27 13F Private Wealth Partners, LLC 0 -100,00 0
2026-02-13 13F University Of Texas/texas Am Investment Managment Co 0 -100,00 0 -100,00
2026-02-17 13F IHT Wealth Management, LLC 88.916 5,85 7.217 18,08
2026-02-18 13F Beacon Pointe Advisors, LLC 307.724 4,78 24.978 16,87
2026-03-12 13F Nalls Sherbakoff Group, Llc 1.703 -27,53 138 51,65
2026-04-10 13F Ballew Advisors, Inc 18.035 0,00 1.618 3,92
2026-02-06 13F Financial Synergies Wealth Advisors, Inc. 9.591 0,42 779 11,94
2026-04-21 13F GHP Investment Advisors, Inc. 400 35
2026-04-08 13F Prospera Capital Management, LLC 2.981 0,00 263 8,71
2026-02-06 13F Flynn Zito Capital Management, Llc 2.589 210
2026-02-13 13F Ieq Capital, Llc 812.610 17,70 65.960 31,29
2026-01-21 13F Sound Income Strategies, LLC 8.066 29,62 696 49,46
2026-02-05 13F Accredited Investors Inc. 6.334 13,49 514 26,60
2026-02-09 13F Keating Financial Advisory Services, Inc. 2.145 174
2026-02-17 13F Hamilton Wealth, LLC 12.837 -95,26 1.699 -91,38
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-02-12 13F Ci Investments Inc. 64.617 12,15 5.245 131.000,00
2026-02-17 13F Davis Wealth Advisors, LLC 35.372 2.871
2026-02-26 13F Anchor Investment Management, LLC 10 0,00 1
2026-01-27 13F/A Capital Performance Advisors Llp 5.766 40,19 468 56,52
2026-04-23 13F Chicago Capital, LLC 2.806 0,00 247 8,81
2026-02-11 13F Tradition Wealth Management, LLC 10.484 -12,94 851 -2,97
2026-04-02 13F Aspect Partners, LLC 73.490 4,14 6.479 13,09
2026-02-12 13F Mission Creek Capital Partners, Inc. 12.757 0,00 1.035 11,53
2026-02-10 13F Winthrop Capital Management, LLC 3.422 0,00 0
2026-02-10 13F Novak & Powell Financial Services, Inc. 38.024 -0,95 3.086 10,49
2026-04-06 13F Rosenberg Matthew Hamilton 5.250 0,00 463 8,45
2026-04-13 13F Accelerate Investment Advisors LLC 2.961 -5,37 261 3,16
2026-04-14 13F XY Planning Network, Inc. 3.266 -9,35 293 0,00
2026-04-16 13F Asset Advisory Group, Inc. 3.000 0,00 264 8,64
2026-02-05 13F Dahring | Cusmano Llc 49.638 -11,32 4.029 -1,08
2026-02-12 13F Mount Yale Investment Advisors, LLC 54.421 184,78 4.417 217,77
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 51.548 -6,78 4.184 4,00
2026-04-08 13F Wealth Science Advisors LLC 55 4
2026-02-02 13F Wells Financial Advisors INC 0 -100,00 0 -100,00
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 13.029 -0,12 1.149 8,51
2026-04-23 13F Unify Financial Advisors 0 -100,00 0
2026-03-31 13F Hamrick Investment Counsel, llc 450 37
2026-02-02 13F Leslie Global Wealth, LLC 92.904 -2,65 7.541 8,60
2026-02-09 13F Coldstream Capital Management Inc 20.557 -10,22 1.669 0,12
2026-02-13 13F Pitcairn Wealth Advisors LLC 6.465 525
2026-04-23 13F Grand Central Investment Group 29.201 0,00 2.574 8,61
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 6.595.990 18,27 535.396 31,93
2026-02-13 13F Laraway Financial Inc 2.600 211
2026-04-07 13F Howard Financial Services, Ltd. 4.590 -27,74 405 -21,55
2026-04-24 13F NavPoint Financial, Inc. 75.890 -0,37 6.690 8,20
2026-01-12 13F Daymark Wealth Partners, Llc 6.071 14,81 493 28,13
2026-02-13 13F Focused Alpha, Llc 15.552 1.262
2026-01-06 13F Ransom Advisory, Ltd 99 8
2026-02-17 13F Royal Bank Of Canada 3.900.561 -13,87 316.608 -3,93
2026-01-30 13F Pekin Hardy Strauss, Inc. 106.566 11,29 8.650 24,12
2026-04-17 13F Nottingham Advisors, Inc. 80.317 -10,48 7.081 -2,77
2026-01-13 13F Team Financial Group, LLC 343 -30,71 28 -25,00
2026-02-12 13F Planning Project LLC 1.282 104
2025-11-14 13F XTX Topco Ltd 0 -100,00 0 -100,00
2026-04-20 13F Banque Cantonale Vaudoise 54.286 -1,24 4.785 7,21
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 8.755 218,36 772 245,74
2026-04-23 13F SageGuard Financial Group, LLC 79.200 69,30 6.982 83,88
2026-02-02 13F Integrity Wealth Solutions LLC 3.506 0,00 285 11,37
2026-02-09 13F Kestra Investment Management, LLC 5.097 2,00 414 13,77
2026-04-15 13F Pullen Investment Management, LLC 7.030 0,54 620 9,17
2026-01-29 13F UBS Group AG 8.957.847 -2,08 727.108 9,22
2026-04-15 13F FNY Investment Advisers, LLC 2.300 0
2026-04-23 13F West Bancorporation Inc 3.961 0,00 349 8,72
2026-02-03 13F Bokf, Na 295.211 -5,58 23.962 5,32
2026-02-12 13F Graetz Wealth LLC 3.621 294
2026-04-21 13F Maridea Wealth Management LLC 13.141 4,58 1.159 13,64
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0 -100,00
2026-02-02 13F Benjamin Edwards Inc 16.891 -31,43 1.371 -23,55
2026-04-22 13F TBH Global Asset Management, LLC 31.447 -63,93 2.772 -60,83
2026-04-07 13F Central Bank & Trust Co 15.571 -0,57 1.373 7,95
2026-04-09 13F Pacifica Partners Inc. 729 0,00 64 8,47
2026-01-21 13F Balance Wealth, LLC 0 -100,00 0
2026-02-10 13F Weaver Consulting Group 3.043 2,98 247 14,88
2026-02-11 13F Vaughan David Investments Inc/il 0 -100,00 0
2026-02-13 13F Williams Jones Wealth Management, LLC. 633.852 4,82 51.450 16,92
2026-04-22 13F Red Door Wealth Management, LLC 59.395 6,10 5.236 15,25
2026-02-17 13F TCG Advisory Services, LLC 7.455 -28,80 605 -20,50
2026-02-26 13F Ssa Swiss Advisors Ag 4.889 -8,87 397 1,54
2026-04-21 13F Vise Technologies, Inc. 47.674 0,00 3.870 0,00
2026-02-11 13F Deutsche Bank Ag\ 1.041.430 3,45 84.533 15,39
2026-02-10 13F WCG Wealth Advisors LLC 69.375 8,55 5.631 21,10
2026-02-04 13F BCJ Capital Management, LLC 170.628 -0,48 13.850 11,01
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0 -100,00
2026-04-23 13F Signature Securities Group Corporation 7.121 -16,84 628 -9,78
2026-02-13 13F Charles Schwab Investment Management Inc 1.469.348 -5,96 119.267 4,90
2026-02-04 13F Money Concepts Capital Corp 20.347 320,48 1.652 369,03
2026-04-22 13F Stone Point Wealth LLC 4.960 -0,42 437 8,17
2026-02-04 13F First Foundation Advisors 341.898 3,17 27.752 15,08
2026-02-13 13F Magnolia Capital Advisors Llc 11.795 271,96 957 316,09
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-01-15 13F 25 Llc 0 -100,00 0
2026-02-02 13F Heritage Financial Services, LLC 6.146 -44,46 499 -38,14
2025-11-14 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-02-11 13F O'shaughnessy Asset Management, Llc 75.967 -0,76 6.166 10,70
2026-02-18 13F First Citizens Bank & Trust Co 2.528 205
2026-04-02 13F Lvm Capital Management Ltd/mi 301.112 -0,09 27 8,33
2026-04-20 13F MBA Advisors LLC 121.730 -1,00 10.732 7,53
2026-02-11 13F DCF Advisers, LLC 100.000 8.117
2026-01-26 13F Ckw Financial Group 9 0,00 0
2026-02-11 13F Bradley & Co. Private Wealth Management, LLC 24.021 -3,42 1.950 7,74
2026-02-06 13F Integral Investment Advisors, Inc. 7.192 0,00 584 11,47
2026-02-11 13F LPL Financial LLC 13.742.286 1,50 1.115.461 13,22
2026-04-08 13F Olistico Wealth, LLC 57 0,00 5 25,00
2026-02-13 13F Itau Unibanco Holding S.A. 4.464 -30,02 362 -21,98
2026-02-03 13F Ridgeline Wealth Planning, LLC 22.671 1.840
2026-02-09 13F MTM Investment Management, LLC 400 0,00 32 10,34
2026-04-08 13F Dynamic Advisor Solutions LLC 27.393 58,67 2.415 72,31
2026-02-11 13F North Dallas Bank & Trust Co 40.305 1,79 3.272 32,48
2026-02-02 13F Pillar Financial Advisors, LLC 5.670 0,00 460 11,65
2026-02-06 13F Global Retirement Partners, LLC 137.928 54,75 11.196 72,60
2026-01-30 13F W.G. Shaheen & Associates DBA Whitney & Co 11.449 -2,51 929 8,78
2026-02-12 13F FineMark National Bank & Trust 123.571 -3,34 10.030 7,83
2026-04-21 13F OneAscent Family Office, LLC 3.191 281
2026-04-21 13F Foster & Motley Inc 3.701 -4,79 0
2026-02-05 13F Td Private Client Wealth Llc 26.059 -10,92 2.115 -0,61
2025-11-13 13F AlphaStar Capital Management, LLC 0 -100,00 0
2026-02-11 13F Prudential Plc 266.327 86,46 21.618 107,98
2026-04-21 13F Grimes & Company, Inc. 2.728 240
2026-01-27 13F Friedenthal Financial 0 -100,00 0
2026-02-02 13F Equitable Trust Co 1.751.253 -6,81 142.149 3,94
2026-01-28 13F Edge Financial Advisors LLC 19.505 -0,50 1.583 11,01
2026-02-06 13F Commonwealth Financial Services, LLC 2.834 0,00 230 11,65
2026-04-17 13F Monticello Wealth Management, Llc 2.803 0,00 247 8,81
2026-01-30 13F Camden Capital, LLC 20.894 6,90 1.696 19,27
2026-02-06 13F Wisconsin Capital Management Llc 10.840 7,97 880 20,41
2026-01-29 13F LFA - Lugano Financial Advisors SA 3.893 5,67 316 17,54
2026-02-17 13F Gotham Asset Management, LLC 796.388 184,01 64.643 216,79
2026-03-16 13F/A Rockefeller Capital Management L.P. 1.999.238 19,11 162.278 32,86
2026-04-22 13F Traveka Wealth, LLC 6.842 171,72 603 195,59
2026-02-11 13F Invst, LLC 57.436 -12,30 4.662 -2,16
2026-02-17 13F Farringdon Capital, Ltd. 12.920 1.049
2026-04-21 13F Patton Albertson Miller Group, Llc 44.749 34,97 3.945 46,60
2026-01-28 13F Kingswood Wealth Advisors, Llc 24.028 -1,25 1.950 10,17
2026-01-29 13F Resonant Capital Advisors, LLC 252.938 -0,11 20.531 11,42
2026-02-10 13F Baker Avenue Asset Management, LP 121.555 -0,08 9.867 11,46
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-01-12 13F Traynor Capital Management, Inc. 3.149 256
2025-11-14 13F WealthTrak Capital Management LLC 0 -100,00 0
2026-02-13 13F Beck Capital Management, Llc 88.044 3,18 7.147 15,09
2026-01-22 13F Evermay Wealth Management Llc 16.675 -1,97 1.354 9,38
2026-02-09 13F Putnam Fl Investment Management Co 130.858 17,80 10.622 31,40
2026-01-22 13F Lesa Sroufe & Co 5.142 0,00 0
2026-02-13 13F Ubs Asset Management Americas Inc 493.217 40.034
2026-02-10 13F One Capital Management, LLC 64.324 -4,17 5.221 6,90
2026-01-16 13F Tempus Wealth Planning, LLC 4.347 -26,41 353 -17,95
2025-11-04 13F L.m. Kohn & Company 0 -100,00 0
2026-03-24 13F Armis Advisers, LLC 19.914 26,09 1.687 41,32
2026-04-22 13F Motco 78.644 -0,17 6.933 8,43
2026-02-10 13F REAP Financial Group, LLC 6.461 11.864,81 524 17.366,67
2026-04-21 13F SmartHarvest Portfolios, LLC 6.485 2,03 572 10,87
2026-02-11 13F Ackerman Capital Advisors, LLC 105.787 2,57 8.587 14,40
2026-04-16 13F Montecito Bank & Trust 3.630 0,00 320 8,84
2026-04-09 13F Lantz Financial LLC 11.396 -31,04 1.005 -25,13
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 415.374 33.716
2026-04-13 13F ONE Advisory Partners, LLC 38.233 -62,58 3.371 -59,36
2026-04-15 13F Fortitude Family Office, LLC 6.307 18,93 556 29,30
2026-04-21 13F VCI Wealth Management LLC 318.108 -26,81 28.044 -20,50
2026-04-17 13F IFC & Insurance Marketing, Inc. 8.010 11,59 706
2026-02-17 13F Guardian Partners Inc. 30.000 2.788
2026-04-20 13F Hilton Head Capital Partners, LLC 96 123,26 8 166,67
2026-04-08 13F Inspirion Wealth Advisors, Llc 10.153 0,00 895 8,62
2026-02-24 13F Nolet Wealth Management, LLC 5.117 415
2026-02-02 13F Forza Wealth Management, LLC 208.763 -8,02 16.945 2,60
2025-11-07 13F Atticus Wealth Management, Llc 0 -100,00 0
2026-02-19 13F First Growth Capital LLC 11.101 1.063
2026-02-13 13F Alerus Financial Na 13 8,33 1
2026-01-26 13F BLB&B Advisors, LLC 6.479 10,32 526 22,95
2025-10-30 13F Arcus Capital Partners, LLC 3.002 218
2026-04-15 13F Redhawk Wealth Advisors, Inc. 18.151 -3,43 1.600 4,92
2026-02-13 13F Van Eck Associates Corp 6.194 0,00 1
2026-01-20 13F Ntv Asset Management Llc 182.026 -4,63 14.775 6,39
2026-01-29 13F Schnieders Capital Management, Llc. 6.492 527
2026-04-21 13F BCU Wealth Advisors, LLC 4.790 -66,29 422 -63,40
2026-02-17 13F D L Carlson Investment Group Inc 96.888 0,11 7.864 11,66
2026-01-28 13F EPG Wealth Management LLC 9.670 0,00 785 11,52
2026-03-05 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 63.509 5.155
2026-02-10 13F ShoreHaven Wealth Partners, LLC 66.488 -1,37 5.397 10,01
2026-01-30 13F AMG National Trust Bank 296.752 -4,76 24.087 6,24
2026-04-08 13F BOS Asset Management, LLC 3.009 -15,52 265 -8,30
2026-04-21 13F International Private Wealth Advisors LLC 4.170 -1,56 368 7,00
2026-04-14 13F Nbc Securities, Inc. 71.157 13,72 6.273 23,51
2026-04-16 13F Connective Portfolio Management, LLC 47.029 -24,18 4.146 -17,64
2026-04-14 13F Kozak & Associates, Inc. 129 41,76 12 57,14
2026-04-23 13F Oregon Pacific Wealth Management, LLC 0 -100,00 0
2026-04-16 13F Whitener Capital Management, Inc. 37.624 -0,02 3.317 8,58
2026-01-27 13F Belpointe Asset Management LLC 12.318 41,60 1.000 57,82
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-01-27 13F DSG Capital Advisors, LLC 141.357 -3,47 12.257 15,04
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-02-11 13F SOUTH STATE Corp 9.216 62,63 748 81,55
2026-02-13 13F Blueprint Financial Advisors LLC 88.036 -0,29 7.146 11,22
2025-11-12 13F Creekmur Asset Management LLC 2.559 0,00 186 16,98
2026-02-03 13F Emerald Investment Partners, Llc 42.705 3,67 3.466 15,65
2026-02-17 13F Summit Global Investments 6.829 0,28 1
2026-04-23 13F Willis Johnson & Associates, Inc. 3.140 0,00 277 8,66
2026-01-30 13F Laurel Wealth Advisors LLC 125 10
2026-02-17 13F Meridian Wealth Advisors, LLC 570.745 -1,74 46.327 9,60
2026-02-12 13F Alaethes Wealth LLC 39.586 1,74 3.213 13,49
2026-04-22 13F Oak Harvest Investment Services 2.562 -18,25 226 -11,42
2026-04-09 13F Acropolis Investment Management, LLC 2.805 -7,88 247 0,00
2026-04-16 13F Forbes J M & Co Llp 918.801 -22,34 81.001 -15,66
2026-03-26 13F Alexander Labrunerie & Co., Inc. 3.351 -2,87 272 8,37
2026-04-10 13F Abound Wealth Management 0 -100,00 0
2026-01-23 13F Bright Financial Advisors, Inc. 17.539 -2,00 1.424 9,29
2026-04-14 13F SigFig Wealth Management, LLC 16.560 -62,31 1.460 -59,09
2026-02-24 13F DGS Capital Management, LLC 7.251 -0,32 589 11,15
2026-01-23 13F Freestone Capital Holdings, LLC 47.469 -1,04 3.853 10,40
2026-02-12 13F Reliant Wealth Planning 6.198 0,00 503 11,53
2026-01-27 13F Werba Rubin Papier Wealth Management 11.443 0,00 929 11,54
2026-04-23 13F Comprehensive Money Management Services LLC 20.080 -5,25 1.770 2,91
2026-02-03 13F Strategic Wealth Advisors LLC 7.978 1
2026-02-19 13F Rare Wolf Capital LLC 5.260 427
2026-04-16 13F Toth Financial Advisory Corp 124 14,81 11 25,00
2026-02-04 13F UNIVEST FINANCIAL Corp 4.099 13,77 333 26,72
2026-04-07 13F Myecfo, Llc 19.065 -1,04 1.681 7,49
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-04-24 13F Capital Asset Advisory Services LLC 641.037 -15,07 58.059 -9,10
2025-11-12 13F United Advisor Group, LLC 0 -100,00 0 -100,00
2026-04-16 13F Swisher Financial Concepts, Inc. 15.883 12,90 1.400 22,70
2026-02-13 13F Greenline Wealth Management LLC 2.162 176
2026-02-11 13F First Command Advisory Services, Inc. 1.100.749 -7,36 89.348 3,33
2026-01-30 13F Archer Investment Corp 673 -87,43 55 -86,12
2026-02-10 13F Marble Wealth, LLC 28.172 2.287
2026-02-11 13F Cerity Partners LLC 3.282.216 4,90 266.430 17,00
2026-02-17 13F Glenmede Trust Co Na 33.443 107,95 2.715 186,29
2026-01-23 13F Kelsey Financial, LLC 2.500 203
2026-04-23 13F Fortune Financial Group, Inc. 0 -100,00 0
2026-01-27 13F Elevated Capital Advisors, LLC 0 -100,00 0
2026-02-06 13F One Charles Private Wealth Services, LLC 5.269 0,00 428 11,49
2026-04-15 13F LongView Wealth Management 0 -100,00 0
2026-02-17 13F Port Capital LLC 19.250 -2,53 1.563 8,70
2026-01-23 13F Legacy Bridge, LLC 2.079 0,00 169 11,26
2026-02-12 13F JT Stratford LLC 15.202 -1,18 1.234 10,19
2025-11-14 13F Wood Tarver Financial Group, LLC 0 -100,00 0
2026-02-10 13F Shepherd Financial Partners LLC 186.414 -2,31 15.131 8,97
2026-01-15 13F Northstar Advisory Group, LLC 0 -100,00 0
2026-01-29 13F Facet Wealth, Inc. 5.385 69,50 545 135,93
2026-04-21 13F Trilogy Capital Inc. 2.591 -12,23 228 -4,60
2026-01-23 13F Altfest L J & Co Inc 2.709 220
2026-02-06 13F Fortis Group Advisors, LLC 63.626 11,76 5.803 35,18
2026-04-21 13F Venturi Wealth Management, LLC 26.687 1,89 2.353 10,63
2026-04-17 13F Ambassador Advisors, LLC 233.729 -5,90 20.606 2,20
2026-02-11 13F Coastwise Capital Group, LLC 3.700 300
2026-01-29 13F Simon Quick Advisors, Llc 12.472 66,29 1.012 85,69
2026-04-24 13F Patten Group, Inc. 5.235 1,16 462 9,76
2026-04-23 13F Private Wealth Management Group, LLC 110 -86,67 10 -86,36
2026-04-24 13F Semus Wealth Partners LLC 3.643 -33,23 321 -27,38
2026-02-09 13F Blue Bell Private Wealth Management, Llc 5.461 0,09 443 11,59
2026-04-21 13F Madson Wealth Advisors Inc 8.226 725
2026-02-06 13F Tortoise Investment Management, LLC 5.593 1,84 454 13,53
2026-02-17 13F Roehl & Yi Investment Advisors, LLC 133.450 10.511
2026-02-05 13F Cauble & Harre Wealth Management, Inc. 114.137 9.265
2026-01-26 13F Mountain Hill Investment Partners Corp. 400 0,00 32 10,34
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0
2026-02-10 13F Evolution Wealth Management Inc. 308 0,00 25 13,64
2026-02-12 13F NDVR, Inc. 4.408 0,00 358 11,56
2026-04-13 13F Perennial Advisors, LLC 43.703 3.853
2026-02-13 13F Maia Wealth LLC 18.081 6,20 1.672 26,86
2026-04-13 13F Trust Co 326 0,00 29 7,69
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 2.759 -38,61 243 -33,24
2026-02-13 13F Parkside Financial Bank & Trust 31.739 -23,96 2.576 -15,18
2025-10-27 13F PBMares Wealth Management LLC 22.634 -1,91 1.647 14,53
2026-02-10 13F Clear Harbor Asset Management, LLC 214.783 -1,83 17.434 9,50
2026-04-22 13F BKM Wealth Management, LLC 9.267 -0,43 817 8,08
2026-02-06 13F Cascade Financial Partners, LLC 15.492 -3,13 1.257 8,08
2026-02-05 13F WJ Wealth Management, LLC 2.590 -49,02 210 -43,09
2026-02-13 13F Intrepid Capital Management Inc 74.648 0,00 6.059 11,54
2026-02-17 13F Bulltick Wealth Management, LLC 220.691 18,74 17.913 32,72
2026-02-10 13F Beckerman Institutional, LLC 8.969 -8,81 728 1,82
2026-04-14 13F Howland Capital Management Llc 52.994 9,91 4.672 19,37
2026-01-21 13F Westfuller Advisors, LLC 0 -100,00 0
2026-04-10 13F Boston Research & Management Inc 46.824 -0,28 4 33,33
2026-04-20 13F Kestra Private Wealth Services, Llc 193.534 -7,66 17.062 0,29
2026-04-23 13F Woodward Diversified Capital, Llc 5.326 -11,62 486 -0,61
2026-03-05 13F Mengis Capital Management, Inc. 68.270 -0,60 5.542 10,86
2026-04-23 13F Harbor Investment Advisory, Llc 5.702 -7,90 503 0,00
2026-02-11 13F Argonautica Private Wealth Management, Inc 2.552 207
2026-04-22 13F Continuum Advisory, LLC 12.553 -9,73 1.107 -1,95
2026-01-29 13F Prentiss Smith & Co Inc 5.391 0,00 438 11,48
2026-02-02 13F Oak Harbor Wealth Partners, Llc 12.621 -1,34 1.024 10,11
2026-02-10 13F Cercano Management LLC 497.522 731,02 40.384 827,07
2025-10-31 13F Ark & Tlk Investments, Llc 0 -100,00 0
2026-02-13 13F Wilkerson Advisory Group LLC 725 59
2026-02-10 13F SFI Advisors, LLC 2.518 -66,56 204 -62,71
2026-02-12 13F BlackRock, Inc. 7.189.794 26,28 583.596 40,85
2026-04-23 13F Financial & Tax Architects, LLC 47.530 -4,93 4.190 3,28
2026-02-05 13F Western Wealth Management, LLC 44.956 14,48 3.649 27,72
2026-02-12 13F Laffer Investments 2.951 0,00 240 11,68
2026-04-15 13F RCW Management, LLC 11.020 -6,89 972 1,15
2026-02-13 13F Citigroup Inc 7.201.313 35,68 584.531 51,34
2026-02-12 13F Peninsula Asset Management Inc 2.595 211
2026-04-21 13F Polaris Investment Advisors, LLC 18.528 -38,27 1.633 -32,96
2026-02-06 13F Gables Capital Management Inc. 355 173,08 29 211,11
2026-02-10 13F Hilltop Partners LLC 3.237 -0,28 263 11,02
2026-02-04 13F Argos Wealth Advisors, LLC 432.418 35.099
2026-04-14 13F Well Done, LLC 167.790 1,25 14.792 9,97
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 88.851 3,71 7.833 12,66
2026-02-13 13F Jacobi Capital Management LLC 19.331 -10,52 1.569 -0,19
2026-04-23 13F Oppenheimer Asset Management Inc. 293.702 -3,34 25.893 4,98
2026-02-12 13F Douglass Winthrop Advisors, LLC 18.680 0,00 1.516 11,55
2026-02-17 13F Aqr Capital Management Llc 112.053 13,74 9.095 26,88
2026-04-16 13F Stephen J. Garry & Associates, Llc 160.108 0,62 14.115 9,29
2026-02-17 13F Insight Wealth Partners, LLC 91.789 2,85 7.451 14,72
2026-04-23 13F Bigelow Investment Advisors, LLC 131.038 -8,60 11.552 -0,73
2026-02-02 13F Fifth Third Bancorp 21.879 126,56 1.776 152,85
2026-01-30 13F Citizens Financial Group Inc/ri 88.490 0,65 7.183 12,27
2026-02-12 13F Vickerman Investment Advisors, Inc. 2.873 233
2026-03-04 13F SHP Wealth Management 1.820 148
2026-04-08 13F Sfm, Llc 4.294 -0,35 379 8,31
2026-04-23 13F Glass Jacobson Investment Advisors llc 2.329 1,09 205 9,63
2026-02-10 13F Sentinus, LLC 17.465 29,85 1.418 44,89
2026-04-14 13F Opal Wealth Advisors, LLC 1.615 142
2026-02-18 13F NFP Retirement, Inc. 20.453 160,51 1.660 190,72
2026-02-09 13F Endowment Wealth Management, Inc. 8.344 -6,18 677 4,64
2026-04-15 13F Fifth Third Securities, Inc. 285.079 -7,76 25.133 0,19
2026-04-24 13F Midwest Capital Advisors, LLC 47.263 -57,35 4.167 -53,68
2026-04-16 13F Security National Bank 4.145 2.947,79 365 3.218,18
2026-04-22 13F Patton Fund Management, Inc. 94.658 -14,87 8.345 -7,53
2026-01-15 13F Nilsine Partners, LLC 8.973 47,53 728 64,71
2026-04-21 13F Diesslin Group, Inc. 8.664 -28,10 764 -21,98
2026-04-13 13F Garrett Investment Advisors LLC 7.129 1,31 628 9,98
2026-04-22 13F Quattro Financial Advisors Llc 5.707 0,00 503 8,64
2026-02-19 13F VCU Investment Management Co 761.798 -3,89 61.835 122,95
2026-04-08 13F Sharper & Granite LLC 12.805 -12,59 1.129 -5,13
2026-02-03 13F Jordan Park Trust Co LLC 18.651 0,00 1.514 11,50
2026-02-11 13F Flagship Wealth Advisors, Llc 3.668 6,13 298 18,33
2025-10-28 13F MAS Advisors LLC 21.291 -2,74 1.549 13,48
2026-01-23 13F RFG - Bristol Wealth Advisors, LLC 31.774 -4,92 2.579 6,09
2026-02-13 13F Transamerica Financial Advisors, Inc. 4.931 400
2026-02-13 13F Element Wealth, LLC 2.838 -0,39 230 11,11
2025-11-13 13F Twin Tree Management, LP 0 -100,00 0 -100,00
2026-02-10 13F Dynasty Wealth Management, Llc 1.187.564 -1,24 96.395 10,16
2026-02-13 13F Integrated Wealth Concepts LLC 354.523 5,90 28.777 18,12
2026-04-20 13F Cardinal Point Capital Management, ULC 303.426 1,67 26.750 10,42
2026-02-03 13F RWM Asset Management, LLC 2.511 239
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-13 13F Farrell Financial LLC 49.772 -1,07 4.388 7,45
2026-02-17 13F Cambridge Associates Llc /ma/ /adv 750.805 -14,02 60.943 -4,10
2026-02-06 13F Lloyd Advisory Services, LLC. 108 9
2026-02-03 13F McIlrath & Eck, LLC 1.150 0,00 93 12,05
2026-01-05 13F Foguth Wealth Management, LLC. 15.291 -26,63 1.247 -4,00
2026-02-11 13F Tiaa Trust, National Association 707.627 6,00 57.438 18,24
2025-11-03 13F AE Wealth Management LLC Call 0 -100,00 0
2026-04-14 13F Cathy Pareto & Associates, Inc 31.322 -1,25 2.760 7,19
2026-04-14 13F Pictet North America Advisors SA 248.159 0,00 21.878 8,61
2026-01-21 13F Signature Resources Capital Management, LLC 1.061 3,21 86 16,22
2026-04-17 13F HHM Wealth Advisors, LLC 5.107 -1,69 450 6,89
2026-01-20 13F Steel Peak Wealth Management LLC 131.656 6,04 10.687 18,29
2026-04-22 13F Networth Advisors, LLC 51 0,00 4 0,00
2026-02-17 13F Private Advisor Group, LLC Put 0 -100,00 0
2026-04-07 13F Estate Planners Group, LLC 989 80
2026-02-24 13F Barnes Wealth Management Group, Inc 20.086 -3,78 1.630 7,31
2026-04-16 13F Terra Nova Asset Management LLC 21.766 0,00 1.919 8,61
2026-02-03 13F MA Private Wealth 156.752 -0,64 12.724 10,83
2026-02-11 13F Emory University 1.184.469 9,58 96.143 22,23
2026-02-10 13F ESL Trust Services, LLC 41 3
2026-04-21 13F Pallas Capital Advisors LLC 8.157 -0,69 719 7,96
2026-02-12 13F Brown Brothers Harriman & Co 35.472 32,53 2.879 47,87
2026-02-13 13F American Investment Services, Inc. 102.250 -20,25 8.300 -11,04
2026-04-21 13F OneAscent Financial Services LLC 11.009 6,77 971 16,03
2026-04-02 13F Horizons Wealth Management 1.760 -8,29 155 0,00
2026-04-23 13F Ewa, Llc 20.896 -58,71 1.842 -55,15
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-02-11 13F Capital Analysts, Inc. 171.929 -0,84 14 8,33
2026-01-12 13F Evolution Wealth Advisors, LLC 8.877 0,02 721 11,63
2026-02-17 13F Pureheart Capital Pte Ltd. 0 -100,00 0
2026-04-13 13F Mather Group, Llc. 51.292 -11,89 4.522 -4,32
2026-04-22 13F Accretive Wealth Partners, LLC 105.430 0,37 9.295 9,02
2026-02-05 13F Financial Security Advisor, Inc. 4.300 349
2026-04-10 13F Pure Financial Advisors, Inc. 5.029 443
2026-02-18 13F Kitching Partners, Llc 0 -100,00 0
2026-02-10 13F Savant Capital, LLC 41.298 12,30 3.352 25,26
2026-01-28 13F Geneos Wealth Management Inc. 62.043 3,60 5.036 15,58
2026-02-04 13F Meridian Wealth Management, LLC 11.484 21,43 932 35,47
2026-02-17 13F LaSalle St. Investment Advisors, LLC 105.966 74,08 9 100,00
2026-01-30 13F Trifecta Capital Advisors, LLC 0 -100,00 0 -100,00
2026-02-13 13F W Advisors, Llc 11.131 11,94 904 24,90
2026-01-22 13F Mechanics Financial Corp 5.204 5,43 422 17,55
2026-01-23 13F Optima Capital Llc 1.098 89
2026-04-15 13F Compagnie Lombard Odier SCmA 51.370 20,05 4.529 30,38
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 19.508 -1,07 1.583 10,39
2026-02-05 13F PAX Financial Group, LLC 65.857 20,59 5.346 34,50
2026-02-13 13F Lifeworks Advisors, LLC 228.306 3,47 18.532 15,41
2026-02-04 13F Altman Advisors, Inc. 80.627 -6,77 5.406 0,48
2026-04-09 13F Teamwork Financial Advisors, LLC 5.633 1,19 497 9,98
2026-02-11 13F Zions Bancorporation, National Association /ut/ 695 0,00 56 12,00
2026-04-17 13F Braeburn Wealth Management LLC 106.317 -36,63 9.373 -31,17
2025-11-04 13F Winnow Wealth Llc 0 -100,00 0 -100,00
2026-02-17 13F Citadel Advisors Llc Put 238.300 44,95 19.343 61,68
2026-02-11 13F Gwn Securities Inc. 10.370 29,41 842 43,76
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 829.366 13,38 67.320 26,46
2026-02-05 13F Staley Capital Advisers Inc 9.476 -0,02 769 11,61
2026-02-09 13F Avalon Trust Co 3.750 0,00 304 11,76
2026-01-12 13F Rialto Wealth Management, LLC 966 -3,50 78 8,33
2026-02-13 13F/A New England Private Wealth Advisors LLC 33.681 0,00 2.734 11,55
2026-04-22 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-04-16 13F Center For Asset Management LLC 12.175 -29,81 1.073 -23,74
2026-01-13 13F CPA Asset Management LLC 249.090 1,45 20.219 13,16
2026-04-17 13F Total Clarity Wealth Management, Inc. 14.780 -4,89 1.303 3,33
2026-04-20 13F MBM Wealth Consultants, LLC 1.075 95
2025-11-07 13F Putney Financial Group LLC 0 -100,00 0
2026-02-26 13F TD Capital Management LLC 130 0,00 11 11,11
2026-04-22 13F Apollon Financial, LLC 73.811 -2,07 6.507 6,38
2026-02-02 13F Sagace Wealth Management LLC 35.373 -4,17 2.871 6,89
2026-02-13 13F Zuckerman Investment Group, LLC 3.457 0,00 281 11,55
2026-02-13 13F Fortis Capital Management LLC 4.828 -3,73 392 7,42
2026-02-12 13F Mizuho Bank, Ltd. 0 -100,00 0
2026-02-17 13F Citadel Advisors Llc 2.108.607 129,70 171.156 156,21
2026-02-17 13F Citadel Advisors Llc Call 2.042.600 67,71 165.798 87,07
2026-02-12 13F Davis R M Inc 13.383 185,05 1.086 218,48
2026-02-03 13F F/M Investments LLC 59.536 -0,16 4.833 11,36
2026-01-29 13F Investment Management Corp /va/ /adv 14.614 -2,48 1.186 8,81
2026-02-04 13F Clark Wealth Partners 23 0,00 2 0,00
2026-02-09 13F First National Trust Co 14.787 -4,85 1.200 6,19
2026-02-06 13F Advisory Alpha, LLC 55.181 -0,83 4.479 10,81
2026-04-20 13F Oak Family Advisors, Llc 32.784 0,49 2.890 9,14
2026-01-28 13F Alesco Advisors Llc 26.931 -0,39 2.186 11,08
2026-02-13 13F Garrison Point Advisors, Llc 7.305 142,69 593 170,32
2026-02-10 13F FDx Advisors, Inc. 65.832 -8,71 5 0,00
2026-04-20 13F ABLE Financial Group, LLC 99.294 -16,54 8.754 -9,35
2026-02-04 13F Continuum Wealth Advisors, Llc 5.801 -0,29 471 11,11
2026-04-16 13F Global Wealth Management, LLC 53.966 7,75 4.758 17,02
2026-02-06 13F Orcam Financial Group 6.437 -11,38 522 -1,14
2026-01-28 13F Nadler Financial Group, Inc. 67.589 11,17 5.486 24,01
2026-02-09 13F Rhl Group, Llc 16.817 1.365
2026-01-30 13F Wealthstar Advisors, Llc 14.435 -35,03 1.172 -27,54
2026-02-10 13F New Republic Capital, LLC 29.420 28,39 2.388 43,25
2026-04-23 13F First Pacific Financial 2.531 0,00 223 8,78
2026-02-04 13F Rinkey Investments 4.835 -17,70 392 -8,20
2026-02-11 13F Buckingham Strategic Partners 51.440 -55,51 4.175 -53,06
2026-04-08 13F Sapient Capital Llc 147.703 -7,50 13.021 -0,20
2026-01-28 13F Hobbs Group Advisors, LLC 14.061 -0,83 1.141 10,67
2026-01-30 13F Palisades Hudson Asset Management, L.P. 99.138 -10,78 8 0,00
2026-02-12 13F Financial Engines Advisors L.L.C. 17.780 9,68 1.443 22,39
2026-01-21 13F Modera Wealth Management, LLC 64.032 3,13 5.197 15,03
2026-02-10 13F Texas Yale Capital Corp. 10.600 0,00 860 11,54
2025-10-28 13F/A Kingstone Capital Partners Texas, LLC 0 -100,00 0 -100,00
2026-02-17 13F Mairs & Power Inc 3.525 0,00 286 11,72
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 69.642 0,00 5.068 16,70
2026-04-21 13F Kooman & Associates 2.547 -0,16 225 8,21
2026-01-28 13F Confluence Wealth Services, Inc. 44.936 2,84 3.647 14,72
2026-01-21 13F Petra Financial Advisors Inc 24.849 -1,54 2.017 9,80
2026-02-04 13F Independent Advisor Alliance 101.855 32,78 8.268 48,10
2026-04-13 13F Kmg Fiduciary Partners, Llc 5.392 1,56 475 10,47
2026-02-09 13F Genus Capital Management Inc. 3.780 0,00 307 11,27
2025-11-07 13F Certus Wealth Management, LLC 33.867 60,58 2.465 87,38
2026-04-16 13F Rainier Family Wealth Inc 10.957 966
2026-02-17 13F Spears Abacus Advisors LLC 3.010 244
2026-02-03 13F Winch Advisory Services, LLC 8.375 -8,92 680 1,49
2026-04-08 13F Lakeridge Wealth Management LLC 7.856 -1,73 693 6,79
2026-01-22 13F Bfsg, Llc 383.785 0,73 31.152 12,35
2026-02-10 13F Thompson Siegel & Walmsley Llc 54.482 0,00 4 33,33
2026-04-13 13F Winthrop Advisory Group LLC 3.741 -22,34 330 -15,64
2026-02-03 13F Strengthening Families & Communities, LLC 0 -100,00 0 -100,00
2026-02-17 13F/A Kovack Advisors, Inc. 82.620 1.024,08 6.706 1.155,81
2026-04-22 13F Caldwell Trust Co 2.129 -2,29 188 6,25
2025-11-12 13F Lansing Street Advisors 0 -100,00 0
2026-04-10 13F Revolve Wealth Partners, LLC 3.810 0,00 336 8,41
2026-04-23 13F American National Bank 13.441 -0,07 1.185 8,52
2026-01-15 13F Cobblestone Asset Management LLC 47.356 -7,21 3.844 3,47
2026-02-05 13F BlueChip Wealth Advisors LLC 4.925 -6,67 400 3,91
2026-02-09 13F Sandy Cove Advisors, LLC 6.757 0,00 548 11,61
2026-02-18 13F KKM Financial LLC 10.243 17,97 831 31,70
2026-01-08 13F Sound View Wealth Advisors Group, LLC 28.358 0,00 2.302 11,54
2026-04-21 13F HCR Wealth Advisors 3.594 0,00 317 8,59
2026-01-27 13F PFG Advisors 34.206 4,68 2.777 16,79
2026-04-22 13F Tred Avon Family Wealth, Llc 4.240 0,00 374 8,43
2026-04-20 13F Hoxton Planning & Management, LLC 8.786 -60,16 775 -56,76
2026-04-23 13F BXM Wealth LLC 10.300 0,00 908 8,61
2026-01-22 13F Northcape Wealth Management, Llc 15.246 0,00 1.238 11,54
2026-02-17 13F Centennial Bank/AR/ 2.500 0,00 203 11,60
2026-02-13 13F Satovsky Asset Management Llc 30.648 -1,94 2.488 9,37
2026-04-14 13F New Capital Management LP 44.289 1.262,74 3.905 1.384,41
2026-04-20 13F Clune & Associates, Ltd. 2.459 217
2026-04-24 13F Lynx Investment Advisory 47.819 -7,36 4.216 0,62
2026-02-06 13F Csenge Advisory Group 40.250 8,96 3.267 21,54
2026-02-13 13F Baird Financial Group, Inc. 1.375.256 -0,94 111.630 10,49
2026-02-13 13F Solstein Capital, LLC 13 0,00 1
2026-04-17 13F BAM Wealth Management, LLC 2.982 -29,15 263 -23,17
2026-02-11 13F Dorsey & Whitney Trust CO LLC 3.370 0,00 274 11,43
2026-02-13 13F Tudor Financial Inc. 24.471 4,50 1.986 16,55
2026-02-02 13F Holistic Planning, LLC 18.231 1.480
2026-01-15 13F MEMBERS Trust Co 2.762 -0,72 224 10,89
2026-02-05 13F Tennessee Valley Asset Management Partners 145.028 1,03 11.772 12,68
2026-02-12 13F Gerber Kawasaki Wealth & Investment Management 23.047 -82,53 1.877 -80,45
2026-02-13 13F Excelsior Advisor Network LLC 80.846 6.562
2026-02-13 13F Advyzon Investment Management, LLC 75.945 -12,52 6.164 -2,42
2026-01-28 13F Chicago Partners Investment Group LLC 65.076 -1,06 6.103 24,40
2026-02-13 13F Financial Freedom, LLC 875 0,00 71 12,70
2026-04-20 13F Park Edge Advisors, LLC 55.587 -17,45 4.901 -10,34
2026-04-22 13F First Financial Group Corp 3.803 335
2025-11-12 13F RiverGlades Family Offices LLC 88.500 -1,16 6.440 15,35
2026-02-19 13F Mcguire Capital Advisors Inc 66 5
2026-01-29 13F Elevated Financial Group LLC 45.539 3.696
2026-02-10 13F JTC Employer Solutions Trusteee Ltd 12.632 0,00 1
2026-02-17 13F Perennial Investment Advisors, LLC 64.140 -4,18 5.206 6,88
2026-02-13 13F Okabena Investment Services Inc 186.460 -0,29 15.135 11,21
2026-04-20 13F LVW Advisors, LLC 10.120 892
2026-04-23 13F Catalyst Investment Management LLC 28.215 -26,22 2.577 -16,98
2026-02-10 13F Foundations Investment Advisors, LLC 818.322 0,31 66.423 11,89
2026-02-10 13F Excalibur Management Corp 4.000 325
2026-04-21 13F AA Financial Advisors, LLC 13.043 -30,07 1.150 -24,06
2026-04-22 13F Sterling Capital Management LLC 36.196 0,00 3.191 8,61
2026-02-17 13F Pinnacle Family Advisors, LLC 3.026 0,00 246 11,36
2026-03-13 13F/A Pensionmark Financial Group, Llc 186.755 34,14 15.159 49,62
2026-04-16 13F Five Pine Wealth Management 33.020 -4,18 2.911 4,08
2026-02-18 13F Pacific Excel Wealth Advisors, Inc. 6.113 504
2026-01-27 13F Security Financial Services, INC. 146.000 -6,89 11.851 3,86
2026-02-05 13F Mission Wealth Management, Lp 16.204 3,67 1.315 15,66
2026-04-09 13F Life Line Wealth Management Llc 432.527 -48,16 38.132 -43,70
2026-01-23 13F Blue Fin Capital, Inc. 15.396 0,00 1.250 11,52
2026-02-13 13F SRS Capital Advisors, Inc. 171.173 -60,52 13.896 -55,48
2026-04-16 13F Allegheny Financial Group LTD 3.420 0,00 302 8,66
2026-02-12 13F Signet Investment Advisory Group, Inc. 154.869 -13,35 12.571 -3,35
2026-02-11 13F Tacita Capital Inc 7.777 0,00 631 11,68
2026-02-12 13F Chilton Capital Management Llc 67 0,00 5 25,00
2026-02-17 13F Cresset Asset Management, LLC 1.725.125 1,90 140.028 13,66
2026-04-10 13F Octavia Wealth Advisors, LLC 3.552 -11,77 313 -3,99
2026-02-19 13F Briggs Wealth Management, Inc 4.244 344
2026-02-17 13F Equitable Holdings, Inc. 738.586 7,07 59.951 19,43
2025-10-27 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-02-13 13F Gen-Wealth Partners Inc 4.844 20,74 393 35,05
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 2.077 -0,91 183 7,65
2026-01-26 13F Dakota Community Bank & Trust NA 375 30
2026-01-12 13F Kaydan Wealth Management, Inc. 431.597 -3,24 35.033 7,92
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-13 13F BKA Wealth Consulting, Inc. 31.925 16,48 2.815 26,53
2026-01-13 13F Stonehage Fleming Financial Services Holdings Ltd 36.595 -38,24 2.970 -31,12
2026-04-23 13F Greenhouse Wealth Management, LLC 25.546 1,39 2.252 10,12
2026-01-29 13F Advisors Capital Management, LLC 5.592 454
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 56.816 -44,73 5.009 -39,97
2026-01-14 13F ORG Partners LLC 9.006 2,77 731 11,96
2026-04-10 13F Sound Stewardship, LLC 4.850 -21,14 428 -14,43
2026-04-07 13F Retirement Wealth Solutions LLC 6.018 -52,78 531 -48,74
2026-02-13 13F Motiv8 Investments LLC 362 0
2026-04-07 13F Farther Finance Advisors, LLC 298.181 73,79 26.741 92,01
2026-04-13 13F Salem Investment Counselors Inc 2.719 240
2026-04-20 13F Kfg Wealth Management, Llc 2.830 -15,95 249 -8,79
2026-02-13 13F Squarepoint Ops LLC Put 27.500 0,00 2.232 11,54
2026-02-13 13F Squarepoint Ops LLC 6.201 0,94 503 12,53
2026-02-09 13F CBIZ Investment Advisory Services, LLC 1.250 101
2026-04-07 13F Park Avenue Securities Llc 584.437 -62,37 52 -59,52
2026-01-22 13F DDD Partners, LLC 5.765 0,00 468 11,46
2026-02-13 13F Squarepoint Ops LLC Call 5.800 0,00 471 11,37
2026-04-20 13F Skyline Advisors, Inc. 18.414 1.623
2026-02-14 13F POM Investment Strategies, LLC 213 17
2026-04-09 13F Wealth Quarterback LLC 181.382 -9,87 15.991 -2,11
2026-04-16 13F First Community Trust Na 0 -100,00 0
2026-01-29 13F S.A. Mason LLC 17.412 0,00 1.413 11,52
2026-02-19 13F ATX Financial Planning, LLC 33.598 2.727
2026-04-15 13F Valley National Advisers Inc 256 0,00 0
2026-04-01 13F Signature Wealth Management Group 5.879 -12,81 518 -5,30
2026-04-09 13F Park Place Capital Corp 17 -73,02 1 -80,00
2026-04-14 13F Jeppson Wealth Management, Llc 3.370 0,00 297 8,79
2026-01-29 13F Almanack Investment Partners, LLC. 37.004 -17,59 3.004 -8,08
2026-02-02 13F Millstone Evans Group, LLC 243 0,00 20 11,76
2026-02-06 13F 3EDGE Asset Management, LP 4.542 -0,83 369 10,51
2026-02-12 13F Wagner Wealth Management, Corp 11.878 964
2026-02-17 13F NorthRock Partners, LLC 124.996 30,21 10.146 45,25
2026-04-13 13F Wolff Wiese Magana Llc 75 0,00 7 0,00
2026-04-22 13F Clear Creek Financial Management, LLC 106.926 -7,97 9.427 -0,05
2026-01-23 13F Hardman Johnston Global Advisors LLC 3.600 0,00 292 11,88
2026-02-12 13F/A Pinebridge Investments Llc 18.390 1.493
2026-04-08 13F Archer Investment Management, LLC 20.217 59,88 1.782 73,68
2026-04-15 13F Regatta Capital Group, Llc 31.592 16,82 2.785 26,88
2026-02-23 13F Walser Wealth Management Company, A Ltd Liability Co 6.599 536
2026-02-13 13F Knollwood Investment Advisory, LLC 75.139 12,10 6.099 25,06
2026-01-20 13F Roger Wittlin Investment Advisory, LLC 36.220 5,49 2.940 17,65
2026-04-14 13F Capital Asset Managemnet, LLC 2.793 -62,27 246 -60,26
2026-02-13 13F 17 Capital Partners, Llc 7.954 646
2025-11-13 13F Benchmark Investment Advisors LLC 7.320 -0,48 533 22,86
2026-02-17 13F Ancora Advisors, LLC 28.549 23,14 2.317 37,34
2026-01-28 13F May Barnhard Investments LLC 9.372 0,00 761 11,44
2026-02-17 13F Bank OZK 33.091 -1,50 2.686 9,86
2026-02-06 13F HighTower Advisors, LLC 3.390.805 -3,39 275.232 7,76
2026-04-17 13F Swp Financial Llc 8.059 -71,40 710 -68,95
2025-11-10 13F Ameritas Investment Partners, Inc. 56 0,00 4 33,33
2026-04-08 13F Spinnaker Investment Group, LLC 3.794 -45,34 334 -40,67
2026-04-17 13F Gibson Capital, LLC 70.267 -0,01 6.195 8,61
2026-01-23 13F Timber Creek Capital Management LLC 227.077 -3,43 18.432 7,71
2026-04-16 13F Warren Street Wealth Advisors, LLC 4.695 -0,68 414 7,83
2026-04-23 13F Forum Financial Management, LP 18.535 -14,83 1.634 -7,47
2026-02-11 13F GFS Advisors, LLC 104.642 8.494
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 6.579 -66,11 580 -63,17
2026-01-26 13F Atlas Wealth Partners, LLC 8.045 24,88 653 39,53
2026-01-27 13F Evergreen Capital Management Llc 38.921 4,43 3.159 16,48
2026-02-17 13F Ameriprise Financial Inc 7.267.819 10,00 590.234 22,52
2026-02-06 13F GPS Wealth Strategies Group, LLC 6 -99,63 0 -100,00
2026-02-02 13F Kornitzer Capital Management Inc /ks 11.708 -10,34 950 0,00
2026-02-13 13F Umb Bank N A/mo 247.652 -3,79 20.102 7,31
2026-04-21 13F Sensible Money, LLC 2.667 0,00 235 8,80
2025-11-06 13F Abich Financial Wealth Management LLC 345 25
2026-04-09 13F Stewardship Concepts Financial Services Llc 51.317 -2,66 4.524 5,65
2026-01-30 13F Catalytic Wealth RIA, LLC 10.176 -5,13 826 5,77
2026-04-08 13F Stonebridge Financial Group, LLC 166.157 -1,31 14.648 7,19
2026-02-12 13F Moneta Group Investment Advisors Llc 33.929 18,49 2.754 32,21
2026-02-12 13F Callan Family Office, LLC 106.384 -11,79 8.635 -1,60
2026-02-04 13F First Eagle Investment Management, LLC 3.121 0,00 253 11,45
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-02-10 13F Avestar Capital, LLC 117.352 12,54 9.525 25,53
2026-02-17 13F Quantinno Capital Management LP 59.698 10,64 4.846 23,41
2026-04-21 13F One Wealth Advisors, LLC 36.009 -22,20 3.175 -15,50
2026-02-06 13F SGL Investment Advisors, Inc. 59.032 10,97 5.344 33,00
2026-02-13 13F Cape Cod Five Cents Savings Bank 8.275 0,00 411 0,00
2026-02-17 13F Quest Investment Management Llc 268.182 -15,83 21.768 -6,12
2026-02-10 13F Sfmg, Llc 3.586 291
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 560 0,00 45 12,50
2026-02-11 13F Syon Capital Llc 297.585 24.155
2026-02-17 13F Alliancebernstein L.p. 6.351.725 -6,80 515.570 3,96
2026-01-23 13F Beacon Harbor Wealth Advisors, Inc. 169.274 -4,69 13.740 6,31
2026-02-03 13F Crestwood Advisors Group LLC 8.979 2,86 729 14,65
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 707 57
2026-02-11 13F Jpmorgan Chase & Co 11.844.631 -10,03 961.429 0,35
2026-02-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-04-13 13F Market Street Wealth Management Advisors Llc 2.433 -11,30 214 -3,60
2026-02-05 13F Panoramic Investment Advisors, Llc 7.184 2,19 583 14,09
2026-04-07 13F Attessa Capital LLC 2.905 0,00 256 8,94
2026-04-20 13F GSB Wealth Management, LLC 12.823 0,05 1.130 8,65
2026-02-11 13F Arrowroot Family Office, LLC 10.954 4,17 889 16,21
2025-10-28 13F D. Scott Neal, Inc. 67.117 -8,50 4.884 6,78
2026-04-17 13F Signal Advisors Wealth, LLC 5.665 -21,34 499 -14,55
2026-04-24 13F Cyr Financial Inc. 3.859 340
2026-04-22 13F Spire Wealth Management 137.797 -3,92 12.148 4,36
2026-02-12 13F Concorde Asset Management, LLC 4.771 22,21 387 37,23
2026-01-22 13F True North Advisors, LLC 101.817 -1,98 8.264 9,33
2026-02-02 13F Verger Capital Management LLC 270.798 5,09 21.981 17,21
2026-04-10 13F Sage Investment Advisers LLC 80.705 3,69 7.238 14,56
2026-04-20 13F Cushing Capital Partners, LLC 37.984 -26,68 3.349 -20,36
2026-04-13 13F Gill Capital Partners, Llc 2.520 -1,14 222 7,77
2026-02-12 13F Hollencrest Capital Management 2.900 2,29 235 14,08
2026-04-15 13F Trust Point Inc. 38.330 -0,26 3.379 8,34
2026-04-21 13F Creative Capital Management Investments LLC 40 0,00 4 0,00
2026-01-07 13F Procyon Private Wealth Partners, LLC 57.998 2,32 4.708 14,14
2026-04-23 13F Spinnaker Trust 417.219 0,29 36.782 8,93
2026-02-10 13F Waterloo Capital, L.P. 86.156 -1,43 6.993 9,95
2026-04-08 13F Mirador Capital Partners LP 17.305 9,59 1.526 19,05
2026-02-17 13F Private Advisor Group, LLC 256.774 -17,73 20.842 -8,23
2026-02-17 13F Private Advisor Group, LLC Call 1.500 10
2026-04-16 13F Diversified Trust Co 17.361 0,58 1.531 9,21
2026-01-26 13F Reyes Financial Architecture, Inc. 3.448 0,00 280 11,60
2026-02-04 13F Hallmark Capital Management Inc 82 7
2026-02-12 13F Steward Partners Investment Advisory, Llc 732.603 3,74 59.465 15,72
2026-04-08 13F Sax Wealth Advisors, Llc 22.488 0,00 1.825 0,00
2026-04-13 13F Gradient Investments LLC 75.410 2,26 6.648 11,08
2025-11-12 13F Accredited Wealth Management, LLC 615 -96,49 1.316 20,31
2026-02-13 13F Gould Asset Management Llc /ca/ 43.288 -5,05 3.514 5,91
2026-02-17 13F Cetera Investment Advisers 2.319.569 2,54 188.279 14,37
2026-02-17 13F Cetera Investment Advisers Put 100 0
2026-02-05 13F Elyxium Wealth, LLC 44.826 -3,52 3.639 7,63
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 6.048 0,00 533 8,78
2026-02-13 13F Beacon Capital Management, LLC 2.519 204
2026-02-11 13F Modus Advisors, LLC 297.162 -1,98 24.121 9,34
2026-02-11 13F SlateStone Wealth, LLC 22.511 -11,06 2 0,00
2026-02-03 13F Ballentine Partners, LLC 142.884 -9,88 11.598 0,52
2026-02-09 13F M3 Wealth Management, LLC 31.310 2.541
2026-04-17 13F FFG Partners, LLC 16.158 -6,65 1.424 1,42
2026-02-10 13F Private Wealth Asset Management, LLC 21.404 23,87 1.737 38,19
2026-02-13 13F Mml Investors Services, Llc 2.106.672 4,90 170.999 17,00
2026-02-17 13F Blair William & Co/il 407.453 11,52 33.073 24,40
2026-02-19 13F/A Axxcess Wealth Management, Llc 776.549 -8,74 63.032 1,80
2026-04-23 13F Mayflower Financial Advisors, LLC 20.397 -11,70 1.798 -4,06
2026-01-26 13F Main Street Group, LTD 3.824 0,00 310 11,51
2026-01-21 13F Walkner Condon Financial Advisors LLC 38.213 -1,47 3.102 9,89
2026-02-13 13F Visionary Wealth Advisors 7.662 -3,18 622 8,00
2026-02-09 13F Kingsview Wealth Management, LLC 447.028 -8,71 36.285 1,83
2026-02-10 13F Moment Partners, LLC 0 -100,00 0
2025-11-06 13F Sanchez Wealth Management Group 0 -100,00 0
2026-02-17 13F Lantern Wealth Advisors, LLC 7.046 -2,93 572 8,14
2026-02-17 13F Susquehanna International Group, Llp Put 659.300 127,82 53.515 154,12
2026-02-17 13F Susquehanna International Group, Llp Call 2.555.200 77,00 207.406 97,43
2026-01-26 13F Whittier Trust Co Of Nevada Inc 122.605 18,50 10.375 36,95
2026-02-02 13F Mutual Advisors, LLC 162.082 15,74 13.156 21,14
2026-02-13 13F Wealth Alliance 147.484 -2,12 11.971 9,18
2026-04-09 13F DHJJ Financial Advisors, Ltd. 420 37
2026-01-07 13F Holistic Financial Partners 30.322 -8,08 2.461 2,54
2026-02-10 13F Natixis Advisors, L.p. 27.221 30,83 2 100,00
2026-01-16 13F Trust Co Of Vermont 7.243 76,87 588 97,64
2025-11-12 13F Pitcairn Co 0 -100,00 0
2026-04-17 13F Discipline Wealth Solutions, LLC 77.256 5,00 6.811 14,03
2026-02-13 13F MorganRosel Wealth Management, LLC 2.635 214
2026-04-13 13F Harrington Investments, INC 3.843 0,00 339 8,68
2026-04-22 13F Foundation Wealth Management, LLC\PA 2.812 0,00 248 8,33
2026-02-12 13F Federation des caisses Desjardins du Quebec 6.165 73,52 500 93,80
2026-02-04 13F Centric Wealth Management 3.577 0,00 313 16,36
2026-02-10 13F Alpha Financial Partners, LLC 12.960 0,11 1.052 11,57
2026-01-28 13F Bedel Financial Consulting, Inc. 3.789 0,08 308 11,64
2026-02-09 13F Smithfield Trust Co 3.443 5,10 0
2026-04-06 13F Stableford Capital Ii Llc 46.587 -50,61 4.107 -46,35
2026-02-09 13F Cary Street Partners Financial Llc 18.443 -1,54 1.497 9,83
2026-04-09 13F Butensky & Cohen Financial Security, Inc 17.931 28,63 1.581 39,70
2026-01-21 13F DMG Group, LLC 19.131 15,37 1.553 28,69
2026-04-22 13F Parcion Private Wealth LLC 328.795 -1,62 28.987 6,85
2026-04-23 13F SMART Wealth LLC 3.498 10,28 308 19,84
2026-01-12 13F Hillcrest Wealth Advisors - NY, LLC 4.650 0,00 377 11,54
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-01-27 13F Fortis Capital Advisors, LLC 2.502 203
2026-04-07 13F Eastern Bank 40.639 13,67 3.583 23,47
2026-04-16 13F Flywheel Private Wealth LLC 32.100 -0,52 2.830 8,02
2026-02-04 13F Biltmore Family Office, LLC 663.221 -7,06 53.834 3,68
2026-04-10 13F Sar Wealth Management Group, Llc 3.334 0,00 294 8,52
2026-02-13 13F Cohen & Steers, Inc. 172.493 -48,86 14 -41,67
2026-04-14 13F Compton Wealth Advisory Group, LLC 5.622 10,19 504 21,74
2026-04-01 13F Beacon Financial Group 101.297 1,96 8.222 13,74
2026-02-13 13F Pathstone Holdings, LLC 141.905 1,24 11.518 12,92
2026-04-09 13F Central Valley Advisors, Llc 2.850 251
2026-04-10 13F BostonPremier Wealth LLC 6.600 2,01 582 10,67
2026-02-17 13F Hilltop Holdings Inc. 44.863 9,37 3.642 21,98
2026-04-24 13F Vision Capital Management, Inc. 301.595 -21,09 26.589 -14,30
2026-01-20 13F Aspiriant, Llc 9.239 17,63 750 31,17
2026-04-21 13F Paradigm Financial Partners, Llc 8.640 -25,27 762 -18,87
2026-02-11 13F Twin Tree Management, LP Put 2.385.500 -70,87 193.631 -67,51
2026-02-11 13F Lowe Brockenbrough & Co Inc 0 -100,00 0
2026-01-28 13F Hoey Investments, Inc 175 0,00 14 16,67
2026-01-28 13F Sage Private Wealth Group, Llc 186.346 2,23 15.126 14,03
2026-02-11 13F Twin Tree Management, LP Call 300.000 -65,51 24.351 -61,53
2026-02-17 13F Maripau Wealth Management Llc 4.996 -8,36 406 2,27
2026-04-21 13F Claro Advisors LLC 23.029 -46,65 2.030 -42,05
2026-02-09 13F Firestone Capital Management 61.962 3,58 5.029 15,53
2026-04-10 13F Green Ridge Wealth Planning LLC 30.733 71,40 2.709 86,19
2026-04-20 13F Cottage Street Advisors LLC 3.606 18,97 318 28,86
2026-04-16 13F SG Americas Securities, LLC 2.935 0
2026-02-13 13F Fiduciary Trust Co 78.710 -5,74 6.389 5,13
2026-02-13 13F Flow Traders U.s. Llc 90.129 7
2026-04-14 13F Bay Harbor Wealth Management, LLC 17.415 -68,39 1.535 -65,67
2026-02-12 13F Azimuth Capital Investment Management LLC 27.524 1,85 2.234 13,63
2026-04-13 13F Chesley Taft & Associates LLC 6.727 5,01 593 14,26
2026-04-21 13F Mesirow Financial Investment Management, Inc. 159.293 16,04 14.043 26,04
2026-04-24 13F ERn Financial, LLC 15.478 -12,42 1.365 -4,88
2026-04-21 13F Nemes Rush Group LLC 6.983 0,01 616 8,66
2026-04-24 13F Gilliland Jeter Wealth Management LLC 0 -100,00 0
2026-01-29 13F First Interstate Bank 2.865 -5,35 233 5,45
2026-02-12 13F Tocqueville Asset Management L.p. 1.754.253 -3,51 142.393 7,63
2026-04-20 13F BTC Capital Management, Inc. 9.123 133,92 804 154,43
2026-02-13 13F South Plains Financial, Inc. 1.373 -16,02 111 -5,93
2026-04-22 13F Onyx Bridge Wealth Group LLC 3.289 290
2026-02-10 13F Bank of New York Mellon Corp 2.204.361 12,54 178.928 25,53
2026-04-14 13F Shrier Wealth Management, Llc 48.800 -11,31 4.302 -3,67
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2026-02-26 13F/A Authentikos Wealth Advisory, LLC 0 -100,00 0
2026-04-17 13F Summit Wealth Partners, LLC 10.900 69,91 961 84,62
2026-04-15 13F ARS Wealth Advisors Group, LLC 5.594 125,38 493 145,27
2026-02-18 13F GWM Advisors LLC 1.177.701 0,70 95.594 12,32
2026-02-11 13F M Holdings Securities, Inc. 52.439 115,34 4 300,00
2026-02-17 13F Amundi 8.000 649
2026-02-04 13F Certior Financial Group, Llc 2.772 -0,04 225 11,94
2026-02-04 13F Bailard, Inc. 46.724 1,09 3.793 12,76
2026-02-06 13F Auxano Advisors, LLC 16.660 -1,22 1.352 10,19
2026-02-12 13F Richmond Investment Services, LLC 6.329 10,90 514 23,61
2026-02-05 13F Allworth Financial LP 255.500 -1,25 20.739 10,14
2026-03-06 13F Hsbc Holdings Plc 646.402 51,01 52.467 68,43
2026-03-25 13F Mission Financial Group, LLC 5.912 480
2026-02-12 13F Brinker Capital Investments, LLC 363.510 42,15 29.506 58,57
2026-02-17 13F SageView Advisory Group, LLC 7.515 -2,02 610 9,14
2026-04-07 13F City Center Advisors, LLC 6.156 -0,84 543 7,75
2026-04-07 13F Anderson Hoagland & Co 807.580 -1,20 71.196 7,31
2026-02-05 13F Plante Moran Financial Advisors, LLC 26.430 537,33 2.145 612,62
2026-02-12 13F Burke & Herbert Bank & Trust Co 3.834 0,00 311 11,47
2026-04-10 13F Waldron Private Wealth LLC 34.341 -2,14 3.028 6,29
2026-01-20 13F Sovran Advisors, LLC 71.641 0,47 6.212 14,93
2026-02-23 13F Forthright Family Wealth Advisory LLC 47.007 3,73 3.816 15,71
2026-04-23 13F North Star Investment Management Corp. 4.281 22,98 377 33,69
2026-01-16 13F Blossom Wealth Management 17.715 -20,44 1.438 -11,30
2026-02-04 13F Ofc Financial Planning, Llc 34.132 -0,91 2.770 10,53
2026-04-24 13F Charter Oak Capital Management, LLC 0 -100,00 0
2026-04-22 13F TruNorth Capital Management, LLC 4.119 363
2026-01-22 13F Willis Investment Counsel 2.750 0,00 223 11,50
2026-04-10 13F Briaud Financial Planning, Inc 80.824 -0,49 7.125 8,07
2026-04-13 13F Creative Financial Designs Inc /adv 1.716 52,26 151 65,93
2026-04-23 13F Embree Financial Group 21.842 5,56 1.926 14,65
2026-01-23 13F Peak Financial Management, Inc. 3.236 0,00 263 11,49
2026-02-13 13F Battery Global Advisors, LLC 524 -99,53 359 -95,58
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2.030 600,00 179 673,91
2026-04-21 13F Laurel Oak Wealth Management, Llc 20.108 -4,82 1.773 3,38
2026-01-15 13F Jaffetilchin Investment Partners, LLC 5.998 40,11 487 56,27
2026-02-12 13F Colonial Trust Co / SC 10.972 -2,62 891 8,67
2026-02-13 13F VPR Management LLC 395.430 -6,50 32.097 4,29
2026-04-08 13F WealthCare Investment Partners, LLC 104.708 -5,88 8.928 -1,60
2026-04-09 13F Wedmont Private Capital 12.732 -10,42 1.134 -4,87
2026-04-15 13F Code Waechter LLC 4.339 0,00 383 8,52
2026-02-09 13F Employees Retirement System of Texas 244.500 20
2026-04-13 13F Arkansas Financial Group, Inc. 43.766 7,20 3.897 17,56
2025-11-17 13F Avondale Wealth Management 0 -100,00 0
2026-04-06 13F Highline Wealth Partners Llc 41.459 -2,47 3.655 5,94
2026-04-17 13F AdvisorNet Financial, Inc 99.684 -0,50 8.788 8,07
2026-02-02 13F Golden Road Advisors Llc 0 -100,00 0
2026-04-20 13F Apella Capital, LLC 40.489 22,71 3.698 38,09
2026-02-13 13F Saxon Interests, Inc. 4.056 0,00 329 24,62
2026-02-06 13F VSM Wealth Advisory, LLC 178 0,00 14 16,67
2026-04-09 13F Curated Wealth Partners LLC 16.522 0,00 1.457 8,58
2026-04-15 13F Journey Strategic Wealth Llc 0 -100,00 0
2026-02-05 13F Soltis Investment Advisors LLC 7.231 -2,98 587 8,12
2026-04-14 13F BSW Wealth Partners 153.554 -0,45 13.537 8,12
2026-02-13 13F Nicolet Advisory Services, Llc 2.596 225
2026-02-17 13F Pennington Partners & Co., Llc 10.062 166,90 817 197,81
2026-02-13 13F A4 Wealth Advisors LLC 20.353 47,87 1.652 65,03
2026-02-13 13F Stifel Financial Corp 2.432.288 0,81 197.429 12,45
2026-04-20 13F McMahon Financial Advisors, LLC 129.077 -7,73 11.379 0,22
2026-02-10 13F Hazlett, Burt & Watson, Inc. 7.531 39,98 1
2026-02-11 13F United Financial Planning Group LLC 152 -29,63 12 -20,00
2026-03-03 13F NWF Advisory Services Inc. 16.374 28,47 1.329 43,37
2026-01-07 13F BCGM Wealth Management, LLC 70.338 -1,83 5.709 9,49
2026-04-23 13F Cornerstone Wealth Management, LLC 4.185 3,26 369 12,20
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-01-29 13F Ashton Thomas Private Wealth, LLC 296.283 3,42 24.049 15,37
2026-01-21 13F Prime Capital Investment Advisors, LLC 312.009 0,90 25.326 12,55
2026-02-11 13F Madden Advisory Services, Inc. 89.771 -4,67 7.287 6,33
2026-02-13 13F Atlas Capital Advisors Llc 4.330 351
2026-02-13 13F Prudential Financial Inc 0 -100,00 0
2026-04-14 13F Davies Financial Advisors, Inc. 7.797 -69,68 687 -67,08
2026-02-11 13F Fca Corp /tx 2.666 216
2026-04-17 13F RFG Advisory, LLC 28.693 -34,13 2.530 -28,46
2026-04-17 13F Roxbury Financial LLC 10 0,00 1
2026-01-26 13F Private Trust Co Na 20.893 -15,41 1.696 -5,68
2026-04-15 13F McAlvany Wealth Management LLC 8.087 -0,06 687 4,57
2026-01-28 13F N.E.W. Advisory Services LLC 1.519 14,04 123 28,13
2026-01-23 13F Tyche Wealth Partners LLC 36.385 14,62 2.953 27,84
2026-02-09 13F Hartland & Co., LLC 34.693 5,90 2.816 18,12
2026-01-20 13F JB Capital LLC 392.517 -6,58 31.861 4,20
2026-01-29 13F Rakuten Securities, Inc. 1.497 46,91 122 63,51
2026-04-23 13F Chelsea Counsel Co 309 0,00 25 0,00
2026-01-23 13F Nbt Bank N A /ny 1.318 0,00 107 11,58
2026-01-30 13F/A M&t Bank Corp 320.976 2,84 26.053 14,72
2026-01-28 13F Turtle Creek Wealth Advisors, LLC 2.493 202
2026-02-20 13F SB Capital Management Inc 6.920 562
2026-04-13 13F St Germain D J Co Inc 51 5.000,00 4
2026-04-08 13F Sharkey, Howes & Javer 89.704 -49,33 7.908 -44,97
2026-01-30 13F 5th Street Advisors, LLC 16.039 -8,98 1.302 1,48
2026-02-10 13F CIBC World Markets Inc. 295.565 -0,99 23.991 10,44
2026-02-13 13F Cynosure Management, Llc 7.814 -0,74 634 10,84
2026-04-10 13F Novem Group 17.655 2,59 1.556 11,46
2026-04-24 13F Blue Capital, Inc. 3.510 -4,57 309 3,69
2026-02-17 13F Compass Wealth Management, LLC/GA 14.738 0,00 1.196 11,57
2026-04-24 13F Wealth Care LLC 105.150 9.270
2026-01-23 13F Sheridan Capital Management, LLC 22.633 -0,52 1.837 11,00
2026-01-28 13F Schmidt P J Investment Management Inc 9.362 1,15 760 12,78
2026-02-06 13F Delta Financial Advisors Llc 81.124 1,00 6.585 12,64
2026-02-12 13F Marex Group plc 73.194 -4,13 5.941 6,95
2026-01-14 13F ORG Wealth Partners, LLC 53 0,00 4 33,33
2026-02-17 13F Trustmark National Bank Trust Department 14.651 1,38 1.189 13,13
2026-02-09 13F Clear Investment Research, Llc 6.572 11,11 533 23,95
2026-04-20 13F Live Oak Private Wealth LLC 3.474 -3,93 306 4,44
2026-04-24 13F Legend Financial Advisors, Inc. 175.659 -9,71 15.486 -1,94
2026-04-08 13F Presidio Capital Management, LLC 6.266 10,88 552 20,52
2026-02-17 13F Pinnacle Financial Partners, Inc. 60.162 4.883
2026-02-17 13F Regal Investment Advisors LLC 66.628 16,72 5.408 30,19
2026-04-17 13F Viewpoint Capital Management LLC 8.049 -2,37 710 5,98
2026-02-11 13F Greykasell Wealth Strategies, Inc. 10.240 1.107,55 831 1.262,30
2026-02-13 13F Fort Point Capital Partners LLC 14.714 -22,26 1.276 -7,41
2026-04-10 13F TCP Asset Management, LLC 6.275 0,69 553 9,50
2026-04-14 13F Baldwin Brothers Inc/ma 294.813 0,34 25.991 8,99
2026-02-17 13F Summit Trail Advisors, Llc 288.631 -25,09 23.428 -16,44
2026-04-21 13F Verity Asset Management, Inc. 23.891 -43,57 2.106 -38,71
2026-02-12 13F Fiduciary Group LLC 3.935 0,00 319 11,54
2026-04-08 13F Wealthspan Partners, Llc 118.391 0,04 10.437 8,65
2026-02-17 13F KM Capital Management Ltd. 70.432 15,60 13.482 204,13
2026-02-11 13F Townsquare Capital Llc 0 -100,00 0 -100,00
2026-01-16 13F Legacy Capital Wealth Partners, LLC 2.837 -10,48 230 0,00
2026-02-13 13F Allie Family Office LLC 61.861 -5,54 5.021 5,33
2026-02-12 13F Empower Advisory Group, LLC 5.520.278 -5,97 448.081 4,88
2026-02-11 13F First American Trust, Fsb 338.339 0,26 27.463 11,83
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 18.681 9,53 1.647 18,93
2026-04-14 13F Focus Financial Network, Inc. 40.752 16,99 3.593 27,06
2026-02-06 13F Intellus Advisors LLC 586.596 -12,83 47.614 -2,77
2026-04-17 13F Burns J W & Co Inc/ny 63.361 55,39 5.586 68,78
2026-02-11 13F Gateway Wealth Partners, LLC 23.493 7,59 1.907 20,03
2026-04-22 13F Capital Investment Management, Inc. 3.682 -63,67 325 -60,58
2025-11-13 13F Summit X, LLC 0 -100,00 0
2026-04-08 13F Grove Bank & Trust 146.468 0,87 12.913 9,55
2026-04-14 13F Tradewinds Capital Management, LLC 291 -7,03 26 0,00
2026-02-10 13F Colton Groome Financial Advisors, Llc 0 -100,00 0
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-01-29 13F Concord Wealth Partners 186 0,00 15 15,38
2026-02-17 13F Argyle Capital Partners, LLC 3.627 0,00 294 11,79
2026-02-06 13F Evoke Wealth, Llc 206.701 0,00 16.778 11,54
2026-04-08 13F Ehrlich Financial Group 30.958 -44,18 2.729 -39,37
2026-04-21 13F E&G Advisors, LP 3.952 -0,08 348 8,41
2026-02-10 13F Henderson Brothers Financial Partners, LLC 4.613 374
2026-02-13 13F Commerce Bank 170.899 -0,67 13.872 10,79
2026-01-21 13F Indiana Trust & Investment Management CO 6.885 0,00 559 11,38
2026-01-28 13F HB Wealth Management, LLC 206.836 -0,26 16.789 11,25
2026-01-20 13F Relyea Zuckerberg Hanson LLC 31.505 0,00 2.557 11,56
2026-04-09 13F CRA Financial Services, LLC 6.764 -0,44 596 8,17
2026-02-13 13F Evelyn Partners Asset Management Ltd 81.392 1,11 6.607 12,79
2026-04-20 13F Williams & Novak, LLC 5.924 0,00 531 10,63
2026-02-04 13F Purkiss Capital Advisors LLC 177.693 7,30 14.423 19,68
2026-02-17 13F United Capital Financial Advisers, Llc 428.007 -1,99 34.741 9,33
2026-02-13 13F Bragg Financial Advisors, Inc 4.402 8,40 357 21,02
2026-01-20 13F Wall Street Access Asset Management, LLC 275 0,00 22 10,00
2026-04-20 13F LifeWealth Investments, LLC 123.121 9,45 10.854 18,87
2026-02-13 13F Vontobel Holding Ltd. 79.694 0,01 6.469 11,56
2026-02-05 13F Independent Solutions Wealth Management, LLC 86.383 5,34 7.012 17,50
2026-04-08 13F Holos Integrated Wealth LLC 95 8
2026-02-04 13F MONECO Advisors, LLC 35.712 -2,56 2.899 8,66
2026-04-10 13F Financial Partners Group, Inc 7.963 18,62 702 14,54
2026-02-13 13F Evernest Financial Advisors, LLC 2.639 -14,95 252 12,00
2026-01-26 13F Hendershot Investments Inc. 0 -100,00 0
2026-02-12 13F Aviva Plc 0 -100,00 0
2026-02-13 13F Heritage Wealth Advisors 3.485 283
2026-02-17 13F Moon Capital Management Lp 1.559.604 0,00 126.593 11,54
2026-03-03 13F/A Integrated Investment Consultants, LLC 8.522 -46,23 692 -13,62
2026-04-16 13F Everstar Asset Management, LLC 2.604 0,00 230 8,53
2026-01-14 13F Net Worth Advisory Group 9.497 237,01 771 275,61
2026-02-17 13F Miller Capital Partners, Inc. 125 10
2026-02-09 13F MRP Capital Investments, LLC 6.875 25,00 558 63,16
2026-02-10 13F Belvedere Trading LLC Call 2.900 235
2026-02-12 13F Scotia Capital Inc. 79.586 5,89 6.460 18,10
2026-02-10 13F Belvedere Trading LLC 47.996 6,76 3.896 19,08
2026-02-12 13F First Financial Bankshares Inc 0 -100,00 0 -100,00
2026-02-13 13F Aptus Capital Advisors, LLC 5.785 11,25 470 24,07
2026-04-22 13F Phoenix Wealth Advisors 10.337 -3,21 911 5,20
2026-02-03 13F Diversify Wealth Management, Llc 54.001 1.917,22 4.664 2.208,42
2026-04-21 13F Towneley Capital Management, Inc / DE 108.996 2,19 9.609 11,00
2026-04-03 13F Hickory Point Bank & Trust 155 14
2026-02-13 13F Pingora Partners LLC 784 0,00 64 10,53
2026-02-13 13F Oxford Financial Group Ltd 2.973 241
2026-02-10 13F Measured Wealth Private Client Group, LLC 282 -33,02 23 -26,67
2026-04-22 13F Apollon Wealth Management, LLC 168.374 -4,95 14.844 3,23
2026-04-15 13F Seacrest Wealth Management, Llc 8.967 3,64 791 8,97
2026-04-10 13F Franklin Street Advisors Inc /nc 4.420 0,00 390 8,66
2026-04-20 13F Godsey & Gibb Associates 530 0,00 47 6,98
2026-04-17 13F Sovereign Financial Group, Inc. 10.424 -43,26 919 -38,43
2026-02-09 13F Fedenia Advisers LLC 16.053 9,03 1.303 21,66
2026-02-17 13F Zacks Investment Management 3.833 14,55 311 27,98
2026-01-27 13F Busey Wealth Management 7.176 124,25 582 150,86
2026-02-13 13F Haverford Trust Co 3.617 3,43 294 15,35
2026-01-15 13F Private Advisory Group LLC 5.900 4,11 479 16,02
2026-02-18 13F Vident Advisory, LLC 23.114 -6,25 1.876 4,57
2026-02-17 13F Chilton Investment Co Llc 9.187 52,35 746 70,09
2026-01-30 13F Pure Portfolios Holdings Llc 10.790 7,14 876 19,54
2026-01-26 13F Red Mountain Financial, LLC 44.377 -1,14 3.602 10,29
2026-04-09 13F Sanders Morris Harris Llc 5.498 0,00 485 3,20
2026-02-10 13F Elm Partners Management LLC 5.914 37,09 480 53,35
2026-02-04 13F Atlantic Union Bankshares Corp 8.669 11,89 704 24,87
2026-04-10 13F Perigon Wealth Management, LLC 342.473 -16,54 30.192 -9,36
2026-04-21 13F WealthNavi Inc. 6.921.771 -2,36 610 6,09
2026-04-23 13F Fairway Wealth LLC 300 525,00 26 766,67
2026-01-26 13F Cm Wealth Advisors Llc 21.033 0,00 1.707 11,57
2026-02-11 13F Liberty Square Wealth Partners Llc 4.290 -3,29 348 8,07
2026-01-29 13F DecisionPoint Financial, LLC 753 61
2026-04-15 13F DAVENPORT & Co LLC 28.004 -0,16 2.469 8,44
2026-04-16 13F Lifelong Wealth Advisors, Inc. 90.709 -17,58 7.997 -10,49
2026-02-17 13F Colter Lewis Investment Partners LLC 3.645 296
2026-04-16 13F Sheets Smith Wealth Management 15.779 -9,91 1.391 -2,11
2026-02-12 13F Bradley Foster & Sargent Inc/ct 67.431 0,86 5.473 12,50
2026-04-14 13F Regent Peak Wealth Advisors LLC 6.067 44,49 535 57,06
2026-01-16 13F Omnia Family Wealth, LLC 126.824 -0,99 10.294 10,44
2026-02-03 13F Manning & Napier Advisors Llc 791 64
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-02-13 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-04-22 13F Pinnacle Bancorp, Inc. 10.294 0,00 908 8,62
2026-01-13 13F Dakota Wealth Management 342.522 -0,18 27.803 11,35
2025-11-13 13F Total Investment Management Inc 0 -100,00 0
2026-04-22 13F Ifrah Financial Services, Inc. 22.058 -3,71 1.945 4,57
2026-01-22 13F Brookwood Investment Group LLC 17.527 16,36 1.423 29,74
2026-04-20 13F Axecap Investments, LLC 4.105 -67,08 362 -64,33
2026-01-22 13F Brookwood Investment Group LLC Call 30.000 52
2026-02-02 13F Pachira Investments Inc. 5.838 474
2026-02-17 13F Wealth Architects, LLC 3.963 322
2026-04-15 13F Professional Advisory Services Inc 6.410 -10,64 1
2026-02-03 13F Alta Wealth Advisors LLC 2.975 241
2026-04-21 13F Wedbush Securities Inc 46.399 -14,01 4 0,00
2026-02-11 13F Advocacy Wealth Management Services, LLC 378.538 -1,46 30.726 9,92
2026-01-26 13F Wbh Advisory Inc 7.546 -4,77 613 6,25
2026-02-05 13F Three Cord True Wealth Management, LLC 8.843 0,00 718 11,51
2026-02-11 13F Wills Financial Group LLC 147.134 9,77 11.943 22,43
2026-04-20 13F Fonville Wealth Management LLC 2.270 200
2026-04-21 13F Old Second National Bank Of Aurora 375 0,00 33 10,00
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0 -100,00
2026-02-10 13F Zhang Financial LLC 473.420 -0,46 38.428 11,03
2026-02-09 13F IPG Investment Advisors LLC 16.422 134,37 1.333 161,69
2026-02-12 13F Gould Capital, LLC 4.569 0,00 371 11,45
2026-02-12 13F Aberdeen Wealth Management LLC 14.712 -1,34 1.194 10,05
2026-04-16 13F Roble, Belko & Company, Inc 1.493 0,00 0
2026-02-10 13F Envestnet Asset Management Inc 19.303.975 -5,93 1.566.904 4,93
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 7.220 -13,68 637 -6,19
2026-04-24 13F Tcfg Wealth Management, Llc 9.000 -1,11 793 7,45
2026-02-05 13F Guardian Capital, LLC 36.901 2.995
2026-01-21 13F Greenleaf Trust 8.636 -3,03 701 8,02
2026-01-23 13F Howard Capital Management Inc. 70.361 9,84 5.711 22,53
2026-02-13 13F Mill Creek Capital Advisors, LLC 203.287 0,00 16.501 11,54
2026-02-13 13F Parker Investment Management, LLC 651.350 -6,60 52.870 4,18
2026-04-21 13F Hudson Oak Wealth Advisory LLC 22.007 3,55 1.940 12,46
2026-04-17 13F Brave Asset Management Inc 172.049 -5,00 15.168 3,18
2026-01-20 13F Ascent Group, LLC 324.901 -4,14 26.372 6,93
2026-01-29 13F Advantage Trust Co 3.427 -3,52 278 7,75
2026-04-14 13F Wealthcare Advisory Partners LLC 38.022 19,12 3.352 29,42
2026-01-28 13F Joseph P. Lucia & Associates, LLC 4.359 27,05 354 41,77
2026-01-07 13F Aventura Private Wealth, LLC 219 0,00 18 13,33
2026-02-11 13F Montis Financial, LLC 24.378 0,00 1.979 11,56
2026-02-10 13F Disciplined Investors, L.L.C. 8.600 5,13 698 17,31
2026-04-16 13F Sentinel Pension Advisors Inc 10.241 -0,18 903 8,41
2026-04-23 13F Simmons Bank 28.095 35,88 2.477 47,56
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-24 13F Key FInancial Inc 966 114,19 85 136,11
2026-01-28 13F Mystic Asset Management, Inc. 3.646 0,41 296 11,74
2026-04-16 13F XML Financial, LLC 7.182 -19,73 633 -12,81
2026-02-12 13F Titleist Asset Management, Llc 46.026 210,00 3.736 245,83
2026-02-17 13F RMB Capital Management, LLC 12.151 31,50 986 46,73
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-04-10 13F Matrix Trust Co 0 -100,00 0
2026-04-20 13F Chatham Capital Group, Inc. 323.995 -10,44 28.563 -2,72
2026-04-24 13F Bellevue Asset Management, Llc 931 0,00 82 9,33
2026-02-05 13F Berkeley Capital Partners, LLC 8.475 -4,59 688 6,35
2026-04-21 13F BCS Private Wealth Management, Inc. 4.636 0,00 409 8,51
2026-03-17 13F Cornerstone Planning, LLC 3.748 -31,42 304 12,59
2026-04-02 13F Ares Financial Consulting, LLC 71 0,00 6 20,00
2025-11-14 13F Hrt Financial Lp 0 -100,00 0
2026-02-05 13F Gamco Investors, Inc. Et Al 187.171 8,40 15.193 20,92
2026-02-12 13F Cowa, Llc 42.007 -14,04 3.410 -4,13
2026-02-10 13F BKD Wealth Advisors, LLC 12.662 -3,07 1.028 8,11
2026-02-11 13F Franklin Resources Inc 1.174.520 -4,98 95.336 5,99
2026-04-22 13F Arcadia Investment Management Corp/mi 0 -100,00 0
2026-01-12 13F GenWealth Group, Inc. 688.253 -4,50 58.240 11,05
2026-04-22 13F Tru Independence Asset Management 2, Llc 3.579 0,00 316 8,62
2026-02-03 13F Indivisible Partners 4.915 399
2026-04-13 13F Wynn Capital, LLC 6.646 0,00 586 8,53
2026-02-03 13F Sageworth Trust Co 22.496 0,00 1.826 11,55
2026-01-21 13F/A Euro Pacific Asset Management, LLC 10.761 18,76 1
2026-02-04 13F Financial Alternatives, Inc 67.929 1,22 5.514 12,90
2026-02-23 13F Clear Retirement Advice LLC 28.347 2.566
2026-02-05 13F Legacy Financial Group LLC 52.214 -6,41 4.852 19,51
2026-02-09 13F Delta Asset Management Llc/tn 190 -2,56 15 7,14
2026-04-16 13F Genesis Private Wealth, Llc 4.433 -8,64 391 -0,76
2026-04-24 13F Fulton Bank, N.a. 5.742 2,63 506 11,45
2026-02-17 13F Brooks, Moore & Associates, Inc. 6.076 2,10 493 13,86
2026-04-14 13F eCIO, Inc. 0 -100,00 0
2026-02-03 13F We Are One Seven, LLC 347.935 21,51 28.242 35,54
2026-02-13 13F Strategies Wealth Advisors, LLC 3.486 0,00 283 11,46
2026-04-24 13F Oakworth Capital, Inc. 1.782 0,00 157 9,03
2026-04-16 13F Tactive Advisors, LLC 5.767 0,00 508 8,55
2026-01-29 13F Aprio Wealth Management, LLC 2.791 -7,71 354 60,91
2026-02-05 13F Crosspoint Financial, Llc 16.721 3,34 1.357 15,29
2026-02-09 13F Glenview Trust Co 14.913 0,00 1.210 11,52
2026-02-12 13F Sand Hill Global Advisors, LLC 6.669 0,00 541 11,55
2026-04-22 13F Cornerstone Wealth Group, LLC 2.314 204
2026-02-25 13F Topor & Co. Korea 102.875 8
2026-04-15 13F Silverlake Wealth Management Llc 27.142 -7,87 2.393 0,04
2026-04-22 13F Hurlow Wealth Management Group, Inc. 4.237 0,00 374 8,75
2026-02-17 13F Advisory Services Network, LLC 237.730 14,71 19.297 27,96
2026-02-10 13F Main Management LLC 250 0,00 0
2026-04-17 13F Wealthbridge Capital Management, Llc 23.390 -6,86 2.062 1,18
2026-04-17 13F High Net Worth Advisory Group LLC 3.329 0,00 293 8,52
2026-02-02 13F Montag A & Associates Inc 1.000 0,00 81 12,50
2026-02-12 13F Circle Wealth Management, LLC 819.093 0,00 66.486 11,54
2026-04-08 13F NorthCrest Asset Manangement, LLC 212.251 -19,68 18.665 -15,62
2026-04-20 13F New Hampshire Trust 4.115 0,00 363 8,38
2026-01-20 13F SOA Wealth Advisors, LLC. 6.496 1.306,06 50 48,48
2026-04-21 13F Broadway Wealth Solutions, Inc. 5.054 -18,30 446 -11,35
2026-04-10 13F Charles Schwab Trust Co 0 -100,00 0
2026-04-15 13F Signature Estate & Investment Advisors Llc 14.722 -2,35 1.298 6,05
2026-02-05 13F Macroview Investment Management Llc 21.097 -21,38 1.712 -12,30
2026-02-10 13F Riverpoint Wealth Management Holdings, LLC 12.873 0,00 1.045 11,54
2026-04-14 13F Nova Wealth Management, Inc. 14.968 -0,40 1.320 8,20
2026-04-24 13F UMA Financial Services, Inc. 1.857 -0,32 164 7,95
2026-01-22 13F Hager Investment Management Services, Llc 38 0,00 3 50,00
2026-02-13 13F Golden State Wealth Management, LLC 6.828 -7,92 554 2,78
2026-04-15 13F Archford Capital Strategies, LLC 3.230 -87,39 285 -86,33
2026-02-17 13F Blueprint Investment Partners LLC 93.745 1,93 7.609 13,70
2026-02-13 13F Boston Family Office Llc 8.421 -32,20 1
2026-04-20 13F Global Financial Private Client, LLC 11.242 -5,39 991 2,80
2026-02-03 13F Cresta Advisors, Ltd. 564 46
2026-04-21 13F Urban Wealth Management, LLC 10.557 0,00 931 8,64
2026-02-11 13F Alteri Wealth LLC 4.375 0,00 355 11,64
2026-02-12 13F Betterment LLC 22.380 22,10 2 0,00
2026-02-13 13F Arkadios Wealth Advisors 109.604 19,02 8.897 32,76
2026-01-12 13F PUREfi Wealth, LLC 8.861 1,62 719 13,41
2026-02-17 13F Jones Financial Companies Lllp 410.368 32,98 33.310 52,04
2026-04-23 13F Fairman Group, LLC 94 0,00 8 14,29
2026-02-04 13F One Day In July LLC 3.913 3,99 318 16,12
2026-02-17 13F Awm Capital, Llc 2.868 0,00 233 11,54
2026-04-15 13F Trust Co Of Toledo Na /oh/ 384 0,00 34 6,45
2026-04-21 13F Welch Group, LLC 3.675 0,38 324 8,75
2026-01-23 13F Transcend Wealth Collective, Llc 17.954 -10,38 1.457 0,00
2026-01-22 13F Mh & Associates Securities Management Corp /adv 515 42
2026-01-06 13F Investors Research Corp 0 -100,00 0 -100,00
2026-02-18 13F SkyView Investment Advisors, LLC 461.453 -4,09 37 5,71
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 393.766 111,31 31.962 135,70
2026-02-09 13F Mmbg Investment Advisors Co. 42.900 0,00 3.482 11,57
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2026 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Features
Explore
Help Center