Grundlæggende statistik
| Institutionelle ejere | 844 total, 844 long only, 0 short only, 0 long/short - change of 2,92% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2338 % - change of -2,59% MRQ |
| Institutionelle aktier (lange) | 42.921.164 (ex 13D/G) - change of -0,76MM shares -1,74% MRQ |
| Institutionel værdi (lang) | $ 5.509.174 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares S&P Mid-Cap 400 Value ETF (US:IJJ) har 844 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 42,921,164 aktier. Største aktionærer omfatter Morgan Stanley, Fmr Llc, Wells Fargo & Company/mn, Bank Of America Corp /de/, UBS Group AG, Envestnet Asset Management Inc, Pnc Financial Services Group, Inc., D.a. Davidson & Co., Cullen/frost Bankers, Inc., and LPL Financial LLC .
iShares Trust - iShares S&P Mid-Cap 400 Value ETF (ARCA:IJJ) 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 29, 2026 is 140,04 / share. Previously, on April 30, 2025, the share price was 114,21 / share. This represents an increase of 22,62% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Vise Technologies, Inc. | 10.748 | 0,00 | 1.414 | 0,00 | ||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 13.121 | -2,29 | 1.727 | -0,86 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 50.443 | -1,08 | 6.684 | -0,40 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 19.079 | -4,16 | 2.511 | -2,79 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 86.651 | -1,82 | 11.403 | -0,40 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.076 | -5,29 | 275 | -4,51 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 465 | 61 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 40 | 0,00 | 5 | 0,00 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 5.174 | 0,00 | 685 | 0,74 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 31.680 | -0,04 | 4.169 | 1,39 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 48.633 | -4,52 | 6.444 | -3,86 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 777 | 102 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 630 | 84 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 7.767 | 1,52 | 1.009 | 6,55 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 1.998 | 22,28 | 265 | 22,79 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 62.779 | 0,51 | 8.318 | 1,22 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 15.391 | 51,76 | 2.025 | 53,99 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 2.351 | 312 | ||||||
| 2026-02-11 | 13F | Nuance Investments, Llc | 4.639 | 610 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 1.587 | 0,13 | 210 | 0,96 | ||||
| 2026-02-03 | 13F | Merrithew & Thorsten Inc | 202 | 0 | ||||||
| 2026-04-13 | 13F | Bank of New Hampshire | 15 | -71,70 | 2 | -83,33 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 2.776 | 1,20 | 384 | 6,39 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 71 | 0,00 | 9 | 0,00 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 1.590 | -22,51 | 209 | -21,43 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 780 | 26,21 | 104 | 30,38 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 15.729 | 2.040 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 1.869 | 0,05 | 246 | 1,24 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 1.022 | 134 | ||||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 16.117 | 4,84 | 2.121 | 6,32 | ||||
| 2026-02-02 | 13F | Equitable Trust Co | 2.632 | 0,00 | 346 | 1,47 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 13.178 | 6,12 | 1.746 | 6,85 | ||||
| 2026-01-28 | 13F | Retirement Planning Co of New England, Inc. | 1.815 | -14,18 | 239 | -13,14 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 6.350 | 0,00 | 841 | 0,72 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 16.035 | -1,19 | 2.125 | -0,52 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 2.825 | 4,78 | 372 | 6,30 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 1.533 | 0,39 | 203 | 1,50 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 34.147 | -3,47 | 4.524 | -2,81 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 2.965 | 0,00 | 393 | 0,51 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 23.078 | -7,79 | 3.037 | -6,47 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 2.339 | 0,04 | 308 | 1,32 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 304 | 0,00 | 40 | 0,00 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 49.700 | 8,43 | 7 | 20,00 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 47.676 | 6,48 | 6.317 | 7,23 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 217 | 0,00 | 29 | 0,00 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 12.083 | 0,00 | 1.601 | 0,63 | ||||
| 2026-02-03 | 13F | Bokf, Na | 268.394 | -14,29 | 35.318 | -13,05 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 50 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.861.538 | -5,44 | 244.960 | -4,07 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 7.731 | 9,71 | 1.025 | 10,46 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 2.259 | -5,16 | 297 | -3,57 | ||||
| 2025-11-17 | 13F | IMS Capital Management | 1.646 | 0,00 | 214 | 4,93 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 6.020 | -10,36 | 798 | -9,74 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 77.375 | -0,79 | 10.182 | 0,63 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 222 | 29 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 212 | 0,47 | 28 | 3,70 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 16.072 | 0,00 | 2.130 | 0,71 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 9.801 | 77,23 | 1.290 | 79,78 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 62.322 | 2,47 | 8.201 | 3,94 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 1.629 | 0,00 | 214 | 1,42 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 2.479 | 0,00 | 326 | 1,56 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 99.470 | -4,54 | 13.089 | -3,16 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.729 | -16,19 | 230 | -19,58 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 3.540 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 3.363 | 443 | ||||||
| 2026-02-24 | 13F | MidFirst Bank | 54.993 | 7.237 | ||||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 1.602 | 211 | ||||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 4.176 | 550 | ||||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 409 | -25,09 | 54 | -24,29 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 155 | 0,00 | 21 | 0,00 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 669 | 0,00 | 88 | 1,16 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 1.251 | 142,91 | 165 | 148,48 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2.658 | 0,30 | 352 | 1,15 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 19.260 | -53,91 | 2.534 | -53,26 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 3.738 | 0,59 | 492 | 1,87 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | WealthCollab, LLC | 284 | 0,00 | 37 | 2,78 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 53.001 | 9,95 | 6.974 | 11,53 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 300 | 0,00 | 40 | 0,00 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.340.643 | 1,68 | 176.415 | 3,15 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 237.719 | 4,60 | 31.535 | 6,92 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 4.490 | 0,00 | 595 | 0,68 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 873 | 0,00 | 115 | 0,88 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 313 | 41 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5.745 | 0,03 | 798 | 0,88 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 220 | 0,00 | 29 | 0,00 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 19.433 | -3,51 | 2.557 | -2,11 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.438 | 0,63 | 189 | 2,16 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 1.663 | 0,24 | 220 | 0,92 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Thomasville National Bank | 5.454 | 0,00 | 718 | 1,41 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 458 | 60 | ||||||
| 2026-04-22 | 13F | Motco | 1.979 | -3,65 | 262 | -2,96 | ||||
| 2026-02-02 | 13F | Chung Wu Investment Group, LLC | 32 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 410 | 54 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 39.706 | -0,00 | 5.225 | 1,44 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 17.756 | 0,00 | 2.337 | 1,43 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 13.859 | 0,47 | 1.824 | 1,90 | ||||
| 2025-11-06 | 13F | Rhumbline Advisers | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.370 | 0,00 | 182 | 0,56 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 46.351 | 589,85 | 6.143 | 594,12 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 30.063 | 1,36 | 3.956 | 2,83 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 2.658 | -4,32 | 350 | -3,06 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 80.683 | -1,63 | 10.691 | -0,95 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 27.929 | -32,95 | 3.675 | -31,98 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 880 | 0,00 | 117 | 0,87 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 220 | 0,46 | 29 | 3,57 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 17.338 | 34,64 | 2.281 | 36,59 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 110.627 | -1,68 | 15 | 0,00 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 5.727 | -8,07 | 759 | -7,45 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 97 | -3,00 | 13 | -7,69 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.354 | 178 | ||||||
| 2026-02-09 | 13F | King Wealth | 33.834 | -2,21 | 4 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6.615 | -0,47 | 870 | 0,93 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 28.662 | -4,29 | 3.798 | -3,63 | ||||
| 2026-04-29 | 13F | Renasant Bank | 3.000 | -49,95 | 398 | -49,62 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 1.256 | 0,00 | 165 | 1,85 | ||||
| 2026-01-29 | 13F | UBS Group AG | 2.139.665 | -0,68 | 281.559 | 0,75 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 8.425 | 10,19 | 1.109 | 11,81 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 234.440 | -4,40 | 31.063 | -3,74 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 633.518 | 0,93 | 83.365 | 2,38 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 2.024 | -12,00 | 0 | |||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 136 | 0,74 | 18 | 0,00 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 3.909 | -2,49 | 514 | -1,15 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 176 | 3,53 | 23 | 4,55 | ||||
| 2026-04-24 | 13F | Balentine LLC | 73 | 0,00 | 10 | 0,00 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 19.036 | -1,95 | 2.522 | -1,25 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 2.764 | 0,00 | 364 | 1,40 | ||||
| 2026-01-27 | 13F | Fortitude Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 2.599 | -19,83 | 344 | -19,25 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.372.659 | 0,12 | 312.218 | 1,56 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1.230 | 163 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 5.133 | 0,12 | 680 | 0,89 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 16.727 | -1,44 | 2.216 | -0,76 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 229.945 | 0,43 | 30.259 | 1,88 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 5.127 | 0,00 | 679 | 0,74 | ||||
| 2026-04-24 | 13F | Essex LLC | 8.343 | -1,69 | 1.105 | -0,99 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 34.630 | 9,62 | 4.557 | 11,18 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2.278 | 0,31 | 302 | 1,01 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 6.727 | 1,54 | 885 | 3,03 | ||||
| 2026-02-11 | 13F | Paragon Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 511 | 131,22 | 68 | 131,03 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 12.009 | 1.591 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 506 | 0,00 | 67 | 1,52 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 18.014 | 0,00 | 2.370 | 1,46 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 3.150 | 0,00 | 415 | 1,47 | ||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 14.000 | 0,00 | 1.842 | 1,43 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 58.500 | 2,27 | 7.751 | 2,98 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2.650 | 351 | ||||||
| 2026-02-11 | 13F | Aufman Associates Inc | 1.864 | 0,00 | 245 | 1,66 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 4.387 | -4,88 | 577 | -3,51 | ||||
| 2026-04-17 | 13F | Leeward Investments, LLC - MA | 2.692 | -94,28 | 357 | -94,25 | ||||
| 2026-02-17 | 13F | Campion Asset Management LLC | 25.271 | -3,49 | 3.325 | -2,09 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 8.924 | -14,39 | 1.174 | -13,17 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 4.574 | 0,33 | 606 | 1,17 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 18.148 | -4,56 | 2.388 | 4,92 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 2.549 | 0,00 | 338 | 0,60 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 2.978 | 0,00 | 392 | 1,30 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 93.337 | -2,19 | 12.367 | -1,51 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 3.420 | 0,00 | 453 | 0,67 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 2.800 | 0,00 | 368 | 1,38 | ||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 4.022 | -0,40 | 529 | 1,15 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 11.638 | 0,00 | 1.542 | 0,72 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 2.574 | 339 | ||||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 11.031 | -2,35 | 1.452 | -0,96 | ||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 2.258 | 0,00 | 297 | 1,71 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 2.123 | 0,00 | 281 | 0,72 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4.290 | 0,82 | 568 | 1,61 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 1.530 | 0,20 | 203 | 1,00 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 8.845 | -1,35 | 1.164 | 0,00 | ||||
| 2026-04-24 | 13F | Pursuit Wealth Strategies, Llc | 243 | 32 | ||||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 34.637 | 2,83 | 4.558 | 4,30 | ||||
| 2026-02-13 | 13F | Niles Investment Management, LLC | 4.999 | 658 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 16.513 | 0,71 | 2.188 | 1,44 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 97 | -18,49 | 13 | -20,00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.367 | 0,00 | 181 | 1,12 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 8.249 | 4,63 | 1.093 | 5,30 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 335.183 | -3,10 | 44 | -2,22 | ||||
| 2026-04-22 | 13F | Vicus Capital | 11.022 | -9,40 | 1.460 | -8,75 | ||||
| 2026-04-07 | 13F | InvesTrust | 59.633 | 0,00 | 7.901 | 0,69 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 2.476 | 25,18 | 326 | 26,95 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 17.295 | -3,20 | 2.292 | 114.450,00 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 31.122 | 0,31 | 4.124 | 1,00 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 1.185 | 0,00 | 156 | 1,31 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 12.866 | 0,68 | 1.693 | 7,22 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 81.687 | -34,57 | 10.823 | -34,12 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 3.580 | -3,01 | 474 | -2,27 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 5.029 | -13,41 | 666 | -12,83 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 2.032 | 0,00 | 267 | 1,52 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 3.075 | 0,00 | 405 | 1,51 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 6.248 | 40,32 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 3 | 0 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 3.526.174 | -3,12 | 464.009 | -1,73 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 46.544 | -3,39 | 6.167 | -2,71 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.932 | 0,14 | 388 | 0,78 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 1.600 | 0,50 | 211 | 1,94 | ||||
| 2026-01-29 | 13F | Comerica Bank | 88.866 | -6,39 | 11.694 | -5,04 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 5.471 | 720 | ||||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 187 | 0,54 | 25 | 0,00 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 24.232 | 1,27 | 3.189 | 2,71 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 3.385 | 0,09 | 449 | 0,67 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 23.229 | -1,92 | 3.078 | -1,25 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 8.703 | -1,32 | 1.145 | 0,09 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16.584 | 0,76 | 2.197 | 1,48 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 623 | 0,00 | 82 | 1,25 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 115 | 0,00 | 15 | 0,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 6.244 | -2,33 | 827 | -1,66 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 296.166 | -4,13 | 38.972 | -2,75 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3.660 | 0,00 | 485 | 0,62 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 1.991 | 0,00 | 264 | 0,38 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 41.745 | -0,55 | 5.531 | 0,14 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 1.861 | 0,11 | 247 | 0,82 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 1.772 | -16,10 | 235 | -15,52 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 45.255 | 1.020,45 | 5.955 | 1.038,62 | ||||
| 2026-02-10 | 13F | Close Asset Management Ltd | 3.741 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 4.027 | 0,00 | 530 | 6,44 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 192 | -30,94 | 25 | -30,56 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 4.400 | 0,00 | 583 | 0,87 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 3.053 | -12,19 | 402 | -11,09 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 17 | 0,00 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Arwa Llc | 3.688 | -3,53 | 510 | 1,19 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 2.241 | -4,11 | 297 | -3,58 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 2.000 | 0,00 | 263 | 1,54 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 15.270 | -0,42 | 2.023 | 0,30 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 47 | 0,00 | 6 | 0,00 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.925 | -0,20 | 648 | 1,25 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 920 | 0,00 | 121 | 1,68 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 244 | 0,00 | 32 | 0,00 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 4.502 | 0,00 | 597 | 0,68 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 831.369 | -0,42 | 109.400 | 1,02 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 4.571 | 0,48 | 601 | 1,86 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 164.394 | 4,45 | 21.381 | 4,72 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 98.594 | -0,20 | 12.974 | 1,24 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 143.493 | 9,03 | 18.882 | 10,60 | ||||
| 2026-02-17 | 13F | Creative Planning | 219.208 | -1,12 | 28.846 | 0,30 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 10.703 | 2,77 | 1.418 | 3,50 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 441 | 59 | ||||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 1.732 | 0,00 | 229 | 0,88 | ||||
| 2025-11-12 | 13F | Fund Evaluation Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 2.138 | 0,00 | 281 | 1,44 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 2.046 | 0,00 | 271 | 0,74 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 3.042 | 0,00 | 400 | 1,52 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.799 | 0,00 | 238 | 0,85 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 8.881 | -2,73 | 1.169 | -1,35 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2.195 | 0,00 | 291 | 0,69 | ||||
| 2026-01-14 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Courier Capital Llc | 224.220 | -8,06 | 29.709 | -7,42 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 92 | 0,00 | 12 | 9,09 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 2.384 | -19,19 | 314 | -18,06 | ||||
| 2026-02-17 | 13F | Westwood Holdings Group Inc | 1.770 | 0,00 | 233 | 0,87 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 5.322 | -2,01 | 700 | -0,43 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 1.338 | 0,00 | 176 | 1,73 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 4.256 | 0,00 | 560 | 1,45 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 13.824 | 1.832 | ||||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 668 | 0,00 | 89 | 1,15 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 5.114 | 0,00 | 678 | 0,74 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 50 | 7 | ||||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Capital Square, LLC | 2.644 | 0,00 | 348 | 1,46 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 7.116 | -3,03 | 936 | -1,58 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 4.008 | 0,02 | 531 | 0,76 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 41.616 | -2,94 | 6 | 0,00 | ||||
| 2026-03-04 | 13F | Compass Financial Group, Inc. (Ohio) | 8.614 | 1.134 | ||||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 725 | 0,00 | 95 | 1,06 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 3.329 | 0,27 | 438 | 1,86 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 3.198 | 0,00 | 421 | 1,45 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 165 | 0,00 | 22 | 0,00 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 382 | 0,00 | 50 | 2,04 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 44.191 | -11,08 | 5.815 | -9,80 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 4.725 | 0,00 | 622 | 1,47 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 1.908 | 0,47 | 0 | |||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 11.245 | -0,48 | 1.490 | 0,20 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 474 | 0,00 | 63 | 0,00 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 1.053.108 | 4,45 | 138.579 | 5,95 | ||||
| 2026-02-17 | 13F | Fmr Llc | 3.810.605 | 7,46 | 501.437 | 9,01 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 5.007 | 1,91 | 664 | 2,63 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 165.351 | 5.244,25 | 21.759 | 5.325,94 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 2.333 | 0,00 | 309 | 0,65 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 11.890 | -7,72 | 1.565 | -6,40 | ||||
| 2026-02-11 | 13F | LTG Capital LLC | 28.545 | -0,95 | 3.756 | 0,48 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 27.633 | 0,13 | 3.636 | 1,59 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 1.715 | 0,00 | 226 | 1,35 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 6.436 | 0,00 | 853 | 0,71 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1.090 | 144 | ||||||
| 2026-02-12 | 13F | Brightwater Advisory LLC | 32.989 | -0,23 | 4.341 | 1,21 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 130 | 0,00 | 17 | 0,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Mechanics Financial Corp | 1.008 | 0,00 | 133 | 1,54 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 30 | 0,00 | 4 | 33,33 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 61.348 | 8.129 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 38.724 | -40,93 | 5.131 | -40,53 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2.165 | 0,00 | 287 | 0,70 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 1.719 | -0,12 | 226 | 1,35 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 8.355 | 0,61 | 1.099 | 2,04 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Sierra Capital LLC | 32.744 | 0,08 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 130.618 | 9,26 | 17.188 | 10,83 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 19.354 | -11,63 | 2.564 | -11,00 | ||||
| 2026-04-21 | 13F | Ramiah Investment Group | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2.930 | 0,17 | 388 | 1,04 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 8.843 | 0,00 | 1.164 | 1,39 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 2.160 | 0,00 | 286 | -4,03 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 1.910 | 0,00 | 253 | 0,00 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 4.649 | 0,00 | 616 | 0,65 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 29.680 | 3,04 | 3.933 | 3,75 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 10.657 | 0,00 | 1.402 | 1,45 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 11.769 | -7,47 | 1.559 | -6,81 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 5.828 | 0,00 | 767 | 1,32 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 8.094 | 2,12 | 1.072 | 2,78 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 1.582 | 210 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 329.790 | 0,99 | 43.397 | 2,45 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 7.771 | 7,69 | 1.023 | 9,19 | ||||
| 2026-01-12 | 13F | Perkins Coie Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 5.053 | 0,00 | 670 | 0,75 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 2.531 | 0,00 | 333 | 1,52 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 13.166 | 0,00 | 1.744 | 0,69 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 206 | 27 | ||||||
| 2026-02-06 | 13F | Csenge Advisory Group | 37.968 | -2,73 | 4.996 | -1,32 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 796.195 | -8,19 | 104.771 | -6,86 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 428 | 0,47 | 56 | 1,82 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 1.062 | 0,00 | 141 | 0,72 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 2.478 | 0,00 | 326 | 1,56 | ||||
| 2026-01-27 | 13F | PFG Advisors | 3.641 | -16,72 | 479 | -15,52 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 7.910 | -4,81 | 1.048 | -4,12 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 46 | 6 | ||||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 2.493 | 12,65 | 328 | 14,29 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 2.150 | 0,00 | 283 | 1,44 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 35.990 | 2,59 | 4.736 | 4,07 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 15.067 | 9,59 | 2.006 | 10,89 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.184 | 6,86 | 156 | 8,39 | ||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 22.306 | 610,83 | 3 | |||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 1.550 | -1,08 | 0 | |||||
| 2026-02-11 | 13F | LPL Financial LLC | 798.608 | 1,29 | 105.089 | 2,75 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 32.279 | -1,09 | 4 | 0,00 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 1.903 | -10,87 | 252 | -8,70 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 475 | 0,00 | 63 | 1,64 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 37 | 0,00 | 5 | 0,00 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 1.803 | 0,00 | 240 | 1,27 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 112.119 | 0,00 | 14.754 | 1,44 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 2.417 | 0,00 | 318 | 1,60 | ||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 13.974 | 0,20 | 1.852 | 0,87 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 4.394 | 2,33 | 582 | 3,01 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 1.912 | -0,57 | 253 | 0,00 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 2.433 | 0,58 | 320 | 2,24 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 9.844 | 0,00 | 1.295 | 1,49 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 1.740 | 0,00 | 231 | 0,88 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 288 | 0,00 | 38 | 0,00 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 97 | 13 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 9.657 | -1,48 | 1.289 | 1,26 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 850 | 0,00 | 113 | 0,90 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 400 | 53 | ||||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 3.254 | -12,31 | 428 | -11,02 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 4.929 | -5,34 | 649 | -4,00 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 1.807 | -23,01 | 238 | -22,04 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 68.915 | -3,08 | 9.077 | -1,68 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 1.131 | 0,00 | 150 | 0,68 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 42 | 0,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 9.264 | -0,25 | 1.219 | 1,25 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 6.289 | 0,75 | 828 | 2,22 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 152.975 | 3,45 | 20.130 | 4,94 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 6.570 | -0,15 | 871 | 0,58 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 6.567 | 38,49 | 864 | 40,49 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 10.437 | -0,04 | 1.373 | 1,40 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 4.069 | -2,63 | 528 | 2,13 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 138 | 0,00 | 18 | 5,88 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 16.553 | -78,80 | 2.178 | -78,49 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 337 | 44 | ||||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 18.675 | 3,18 | 2.474 | 3,91 | ||||
| 2026-01-28 | 13F | Absher Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 137 | -48,88 | 18 | -48,57 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 16.746 | -5,64 | 2.204 | -4,30 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 19.605 | 0,65 | 2.598 | 1,33 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 24.069 | -5,83 | 3.167 | -4,46 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 1.191 | -46,23 | 158 | -46,05 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 12.114 | 0,22 | 1.673 | 6,63 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 851 | 0,00 | 112 | 0,91 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 19.173 | 0,07 | 2.540 | 0,75 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 2.507 | 0,00 | 337 | -0,59 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 516 | 0,00 | 68 | 1,49 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 200 | 0,00 | 26 | 4,00 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 1.751 | 0,06 | 230 | 1,32 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 2.934 | 386 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 6.099 | -1,25 | 808 | -0,49 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 152 | 0,00 | 20 | 5,26 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 251.428 | -4,20 | 33.085 | 97.208,82 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 440 | 0,00 | 58 | 1,75 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1.650 | 0,00 | 227 | 0,00 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 5.203 | -0,55 | 685 | 0,88 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 6.923 | 0,00 | 917 | 0,77 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 25.973 | -3,53 | 3.441 | -2,85 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 2.750 | 0,00 | 364 | 0,83 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 4.566 | 0,00 | 601 | 1,35 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 4.178 | 0,00 | 554 | 0,73 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 7.938 | -6,91 | 1.045 | -5,61 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 8.489 | 0,64 | 1.117 | 2,10 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 2.098 | 0,00 | 0 | |||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 16.829 | 5,56 | 2.215 | 7,11 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 7.614 | -65,56 | 1.002 | -65,09 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 5.231 | -3,52 | 688 | -2,13 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 4.881 | 0,00 | 642 | 1,42 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 753 | 0,00 | 99 | 2,06 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 1.949 | 0,00 | 258 | 0,78 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 12 | 2 | ||||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 6.580 | -0,12 | 866 | 1,29 | ||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 7.741 | -3,41 | 1.019 | -2,02 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 1.832 | -12,64 | 241 | -11,40 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 35.244 | -0,51 | 4.670 | 0,17 | ||||
| 2026-02-12 | 13F | Ironsides Asset Advisors, LLC | 4.000 | 0,00 | 526 | 1,54 | ||||
| 2026-02-06 | 13F | Griffin Asset Management, Inc. | 6.252 | -4,01 | 823 | -2,61 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 511 | 0,39 | 68 | 0,00 | ||||
| 2026-02-14 | 13F | American Trust | 13.421 | 5,81 | 1.766 | 7,36 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 1.535 | -8,41 | 203 | -7,73 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 2.064 | 2,94 | 272 | 4,23 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 4.446 | -0,69 | 585 | 0,86 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Kwmg, Llc | 2.889 | 2,37 | 383 | 2,96 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 2.677 | 31,81 | 352 | 33,84 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 13.516 | 56,27 | 1.779 | 58,61 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 27.604 | -0,39 | 3.658 | 0,30 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 23 | -32,35 | 3 | -25,00 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 53.350 | 14,69 | 7.020 | 16,36 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 134 | 18 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 672.413 | -0,48 | 88.483 | 0,96 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 14.492 | -3,42 | 1.920 | -2,74 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 6.482 | 394,43 | 863 | 407,06 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 660 | 0,00 | 87 | 1,18 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 7.760 | 0,00 | 1.028 | 0,69 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 17.145 | 0,00 | 2.256 | 1,44 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 1.696 | -13,86 | 225 | -13,51 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 32.925 | -1,42 | 4.658 | 5,99 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 72.078 | 3,22 | 9.485 | 4,70 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 21.334 | 5,03 | 2.807 | 6,57 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 19.976 | -3,35 | 2.629 | -1,98 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 538.114 | -1,42 | 70.810 | 0,01 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 1.728 | 0,00 | 229 | 0,44 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 92.716 | 6,02 | 12.201 | 7,55 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 1.538 | 202 | ||||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 6.080 | 0,00 | 858 | 5,93 | ||||
| 2026-02-13 | 13F | Alliance Private Wealth, LLC | 9.233 | 1.278 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 313 | 0,00 | 41 | 0,00 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Allied Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 697 | 90 | ||||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 2.727 | 0,00 | 361 | -0,28 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 74.511 | -19,28 | 9.805 | -18,12 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 426 | 0,00 | 55 | 5,77 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 2.355 | -1,05 | 0 | |||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 104.605 | 4,04 | 13.765 | 5,54 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 3.311 | 0,00 | 439 | 0,69 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 266 | 0,00 | 35 | 0,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 432.938 | 0,88 | 56.970 | 2,34 | ||||
| 2026-01-29 | 13F | Beirne Wealth Consulting Services, LLC | 6.386 | 0,00 | 840 | 1,45 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 13.299 | 75,66 | 1.750 | 78,21 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 300 | 0,00 | 40 | 0,00 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 139 | 0,00 | 20 | 5,56 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 811 | 0,00 | 107 | 0,94 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 15.773 | 11,80 | 2.076 | 13,39 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 16.200 | -4,65 | 2.132 | 106.450,00 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 4.606 | -0,35 | 610 | 0,33 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 533 | -12,62 | 70 | -11,39 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.355 | 59,99 | 441 | 62,13 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 98 | 0,00 | 13 | 0,00 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 104.345 | -1,87 | 13.731 | -0,46 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 7.400 | -4,74 | 974 | -3,38 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2.343 | -39,10 | 310 | -38,74 | ||||
| 2026-02-13 | 13F | Kennedy Capital Management, Inc. | 3.110 | 409 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 179.242 | -1,26 | 23.750 | -0,58 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 1.750 | 0,00 | 232 | 0,43 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 2.870 | 0,00 | 407 | 7,69 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 3.221 | 1,67 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 8.045 | -19,37 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Independent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 7.698 | 1.013 | ||||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 1.596 | 207 | ||||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 39.882 | 5.284 | ||||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 3.062 | 406 | ||||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 13.520 | 9,84 | 1.779 | 11,47 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 19.710 | 5,46 | 2.594 | 6,97 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 2.312 | 0,00 | 304 | 1,67 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 2.154 | 10,24 | 283 | 11,86 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 462 | 0,00 | 61 | 1,69 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 6.302 | -2,85 | 835 | -2,23 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 100.886 | -2,24 | 13.600 | 0,52 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 11.806 | 0,96 | 1.553 | 2,44 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 237 | 0,00 | 31 | 3,33 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 13.891 | -0,59 | 1.828 | 0,83 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 6.109 | 0,00 | 804 | 1,39 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 3.078 | 22,58 | 405 | 24,62 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.075 | 3,75 | 275 | 4,18 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 48.272 | -7,65 | 6.396 | -4,27 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 2.650 | -8,62 | 349 | -7,45 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 14.124 | 0,00 | 1.871 | 0,70 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 6.066 | -1,14 | 798 | 0,38 | ||||
| 2026-02-10 | 13F | JTC Employer Solutions Trusteee Ltd | 1.496 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 171.956 | 1,92 | 22.628 | 3,39 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 3.482 | 0,00 | 461 | 0,66 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 4.790 | -37,58 | 635 | -37,17 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 6.580 | 0,12 | 866 | 1,53 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 4.000 | 0,00 | 530 | 0,76 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 41.509 | -84,53 | 5.462 | -84,31 | ||||
| 2026-01-30 | 13F | Cosner Financial Group, LLC | 2.112 | -39,48 | 278 | 1,47 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 5.418 | 0,00 | 713 | 1,42 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 1.860 | 0,00 | 245 | 1,24 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 2.326 | 0,13 | 302 | 4,88 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 3.097 | 408 | ||||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 164.688 | -0,27 | 21.363 | 4,68 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 4.000.861 | -0,68 | 526.474 | 0,76 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 3.055 | 406 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 66.274 | -36,56 | 5.209 | -63,57 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 798 | 0,00 | 106 | 0,00 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 3.976 | 0,00 | 523 | 1,55 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 307.707 | -8,35 | 40.491 | -7,02 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 915 | 0,00 | 120 | 1,69 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 175.306 | 0,47 | 23.069 | 1,92 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 78 | 0,00 | 10 | 0,00 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 15.249 | -0,31 | 2.007 | 1,11 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 2.320 | 0,00 | 0 | |||||
| 2025-11-13 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 89.675 | 0,51 | 11.800 | 1,96 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1.682 | 13,42 | 221 | 15,10 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 55.822 | 313,07 | 7.346 | 319,00 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 11.717 | -3,18 | 1.542 | -1,78 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 25.847 | -5,41 | 3.401 | -4,03 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 4.842 | 23,74 | 637 | 25,64 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Bessemer Group Inc | 13.208 | 0,00 | 2 | 0,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 231 | -36,71 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 2.038 | -7,03 | 270 | -6,25 | ||||
| 2026-04-23 | 13F | American National Bank | 402 | 0,00 | 53 | 1,92 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 2.068 | 0,00 | 274 | 0,74 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 3.374 | 225,68 | 444 | 231,34 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 17.339 | -0,49 | 2.297 | 0,22 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 12.276 | 0,00 | 1.645 | -1,73 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 29.946 | 0,00 | 3.941 | 1,44 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 344.298 | -1,06 | 45.306 | 0,37 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 60.437 | -41,58 | 7.953 | -40,74 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 2.730 | 0,00 | 359 | 1,41 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 4.553 | 603 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 94.759 | -4,91 | 12.473 | -3,54 | ||||
| 2025-11-04 | 13F | Tyche Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Charter Trust Co | 1.905 | 0,00 | 252 | 0,80 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.639 | -0,11 | 350 | 0,58 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 662.537 | -1,93 | 87.183 | -0,51 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 7.815 | 0,93 | 1.028 | 2,39 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 2.166 | 0,05 | 287 | 1,06 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 13.889 | -1,05 | 1.840 | -0,33 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 101.575 | -2,04 | 13 | 0,00 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 11.997 | 177,90 | 1.579 | 181,79 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 203.701 | 204 | ||||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 2.974 | -10,58 | 395 | -8,35 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 79 | 0,00 | 10 | 0,00 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 3.496 | -6,75 | 460 | -5,35 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 600 | 0,00 | 80 | 1,28 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 1.421 | -5,89 | 187 | -4,62 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Union Savings Bank | 176 | 0,00 | 23 | 0,00 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 1.935 | -0,41 | 264 | 4,76 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 1.906 | -3,79 | 251 | -2,34 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.399 | -0,29 | 185 | 0,54 | ||||
| 2026-01-28 | 13F | Trail Ridge Investment Advisors, LLC | 32.636 | 3,26 | 4.295 | 4,76 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 5.570 | -17,29 | 738 | -13,07 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 4.056 | -14,59 | 537 | -13,94 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 488 | 0,00 | 64 | 1,59 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 1.800 | 0,00 | 237 | 1,29 | ||||
| 2026-02-12 | 13F | Rik Saylor Financial, Inc. | 12.793 | -0,55 | 1.683 | 0,90 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 265.442 | 3,75 | 35.171 | 4,46 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 423.207 | 1,78 | 55.690 | 3,24 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 3.833 | -47,30 | 508 | -47,02 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 51.725 | -0,89 | 6.807 | 0,53 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 27.358 | 3,68 | 3.600 | 5,20 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 1.540 | -52,54 | 204 | -52,22 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 2.866 | 0,00 | 380 | 0,53 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 401 | 0,00 | 53 | 1,92 | ||||
| 2026-02-13 | 13F | Anb Bank | 25.967 | -0,67 | 3.417 | 0,74 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 2.218 | 0,00 | 294 | 0,69 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1.684 | 0,00 | 223 | 0,90 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 3.391 | -2,59 | 446 | -1,11 | ||||
| 2026-02-12 | 13F | Earnest Partners Llc | 5.899 | 776 | ||||||
| 2025-11-12 | 13F | New Age Alpha Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 7.155 | -0,42 | 948 | 0,32 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 5.010 | 0,22 | 664 | 0,91 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 1.550 | 0,00 | 223 | 11,00 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 8.966 | 0,00 | 1.188 | 0,68 | ||||
| 2026-01-14 | 13F | Advisors Management Group Inc /adv | 2.312 | -10,46 | 0 | |||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 63.185 | 8,46 | 8.314 | 10,03 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 109.277 | -1,05 | 14.381 | 0,39 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 187 | 0,00 | 25 | 0,00 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 2.253 | 1,17 | 296 | 2,78 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 12.803 | 48,29 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3.640 | 20,45 | 482 | 21,41 | ||||
| 2026-02-02 | 13F | Sunesis Advisors, LLC | 1.977 | 0,00 | 260 | 1,56 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 4.500 | 0,00 | 592 | 1,54 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 289 | 0,00 | 38 | 2,70 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 417 | 90,41 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 13.468 | 0,12 | 1.772 | 1,61 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 54.282 | 0,06 | 7.192 | 0,76 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 40.223 | -1,68 | 5.330 | -5,25 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 1.839 | -9,32 | 242 | -8,37 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 6.648 | 0,00 | 881 | 0,69 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 5.343 | -0,28 | 708 | 0,28 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5.952 | -1,91 | 789 | -1,25 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 5 | 1 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 10.777 | -2,29 | 1.418 | -0,84 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 2.814 | -5,22 | 370 | -3,90 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 692 | 79,74 | 91 | 85,71 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 472 | 62 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Bailard, Inc. | 4.857 | 0,00 | 639 | 1,43 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 1.766 | 0,00 | 232 | 1,31 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 2.928 | 0,00 | 388 | 0,52 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 5.570 | -4,74 | 733 | -3,43 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 44.662 | 0,61 | 5.877 | 2,07 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2.024 | 286 | ||||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 2.386 | 0,00 | 314 | 1,29 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 7.585 | -0,98 | 998 | 0,50 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 2.148 | 0,00 | 283 | 1,44 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 1.260 | -38,86 | 271 | 1,50 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 2.116 | 0,00 | 280 | 0,72 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 4.842 | 1,53 | 670 | 6,86 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.306 | 0,00 | 172 | 1,18 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 49.323 | -14,38 | 6.490 | -13,14 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 40.090 | -3,16 | 5.275 | -1,77 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 95.150 | -0,78 | 12.521 | 0,65 | ||||
| 2026-04-15 | 13F | City Holding Co | 825 | -2,25 | 109 | -1,80 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 4.175 | 0,00 | 549 | 1,48 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 56.771 | 14,59 | 7.522 | 15,39 | ||||
| 2026-04-10 | 13F | Novem Group | 41.905 | 3,76 | 5.552 | 4,48 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 3.131 | 412 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 2.228 | -0,31 | 295 | 0,34 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 705.205 | -13,40 | 92.811 | -12,18 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 2.312 | -6,24 | 306 | -5,56 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 338 | 0,00 | 44 | 2,33 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 27.171 | -1,09 | 3.642 | -2,85 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 1.515 | 201 | ||||||
| 2026-02-10 | 13F | B&l Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 11.201 | 1.475 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 5.566 | 0,04 | 737 | 0,68 | ||||
| 2026-02-10 | 13F | Factorial Partners, Llc | 18.900 | 0,00 | 2.487 | 1,47 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 563 | 47,38 | 75 | 48,00 | ||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 12.818 | -0,12 | 1.687 | 1,32 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 102 | 0,00 | 13 | 0,00 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 19.318 | 2.542 | ||||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 48.804 | 0,00 | 6.422 | 1,45 | ||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 44.432 | 0,37 | 5.847 | 1,81 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 14.110 | -10,29 | 1.857 | -9,02 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 7.727 | 0,00 | 1.024 | -1,06 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.793 | 0,11 | 238 | 0,85 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 111.314 | 3,40 | 14.657 | 4,78 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 12.175 | 3,69 | 1.602 | 5,19 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 3 | -99,54 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 14.264 | 1.890 | ||||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 17.199 | -0,05 | 2.279 | 0,62 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 3.102 | 49,86 | 408 | 52,24 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 12.998 | -8,17 | 1.710 | -6,86 | ||||
| 2026-02-12 | 13F | Gallagher Capital Advisors, LLC | 28.883 | 3.512 | ||||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 2.267 | 0,22 | 300 | 1,01 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 12.658 | 0,00 | 1.677 | 0,72 | ||||
| 2026-03-16 | 13F/A | Rockefeller Capital Management L.P. | 218.225 | 0,87 | 28.716 | 2,33 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.912 | 0,00 | 253 | 0,80 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 8.849 | -3,09 | 1.164 | -1,69 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 21.159 | 1,05 | 2.804 | -2,98 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 4.425 | -0,02 | 582 | 1,39 | ||||
| 2026-02-11 | 13F | CNB Bank | 61 | 0,00 | 8 | 14,29 | ||||
| 2026-02-12 | 13F | Tiemann Investment Advisors, Llc | 18.931 | -0,24 | 2.491 | 1,22 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 5.406 | 711 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 31.733 | 18,10 | 4.176 | 19,80 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 2.565 | -5,25 | 338 | -3,99 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 4.500 | -4,26 | 592 | -2,79 | |||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 3.476 | -1,53 | 461 | -0,86 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 1.304 | 0,62 | 172 | 1,79 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 386 | 0,00 | 51 | 2,00 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 3.566 | -25,41 | 469 | -24,35 | ||||
| 2026-02-12 | 13F | Betterment LLC | 41.298 | -1,20 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Jmac Enterprises Llc | 22.352 | -0,11 | 2.941 | 1,34 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 3.226 | -0,06 | 424 | 1,44 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 2.000 | 0,00 | 263 | 1,54 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 2.689 | 0,26 | 356 | 1,14 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 126 | 0,00 | 17 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 220.982 | -1,09 | 29.280 | -0,40 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 430 | 57 | ||||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 1.912 | -2,75 | 252 | -1,18 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 2.628 | 0,34 | 348 | 1,16 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 2.053 | 0,00 | 270 | 1,50 | ||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 1.690 | 0,00 | 224 | 0,45 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 30.467 | 5,90 | 4.037 | 6,63 | ||||
| 2026-02-13 | 13F | Commerce Bank | 20.735 | -4,03 | 2.729 | -2,64 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.856 | -3,83 | 244 | 0,83 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 20.379 | 1,58 | 2.682 | 3,04 | ||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 89.034 | 1,89 | 11.716 | 3,35 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 19.885 | 0,35 | 2.617 | 1,79 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 5.797 | 0,00 | 768 | 0,79 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2.754 | -3,30 | 365 | -2,67 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 4.363 | 0,00 | 574 | 1,59 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 12.736 | 7,48 | 1.752 | 7,29 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 4.306 | -1,82 | 567 | -0,35 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 2.697 | 0,00 | 357 | 0,85 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 3.612 | 0,28 | 479 | 1,06 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 1.920 | -6,66 | 253 | -0,79 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 424 | 0,00 | 0 | |||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 1.652 | 0,00 | 217 | 1,40 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 8.849 | -1,14 | 1.173 | -4,33 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 21.115 | 11,04 | 2.739 | 16,60 | ||||
| 2026-02-05 | 13F | Rayburn West Financial Services LLC | 2.750 | 362 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 17.149 | 34,68 | 2 | 100,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 2.245 | 0,00 | 297 | 0,68 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 37.748 | 0,00 | 4.240 | 1,24 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 918 | 0,00 | 123 | 0,82 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 1.564 | -48,96 | 207 | -48,64 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 2.094 | -84,87 | 276 | -84,76 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 469 | 0,00 | 62 | 1,64 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 1.651 | 0,61 | 217 | 2,36 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 3.978 | 0,00 | 523 | 1,36 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 18.184 | 70,58 | 2.393 | 73,08 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 7.834 | -0,06 | 1.050 | 1,84 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 3.181 | 0,00 | 421 | 0,72 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 10.705 | -41,71 | 1.415 | -41,47 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 32.162 | -2,66 | 4.261 | -1,98 | ||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 684 | 67,24 | 90 | 69,81 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 13.123 | -6,36 | 1.739 | -5,75 | ||||
| 2026-02-13 | 13F | Fayez Sarofim & Co | 3.526 | 0,00 | 464 | 1,31 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 34.004 | 769,45 | 4.475 | 782,45 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 84 | 0,00 | 11 | 10,00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 3.820 | 3,08 | 506 | 2,85 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 3.372 | -6,15 | 444 | -4,94 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 120.056 | -0,09 | 15.798 | 1,35 | ||||
| 2026-02-17 | 13F | Hyundai Investments Co., Ltd. | 4.586 | 609 | ||||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 160 | 370,59 | 21 | 425,00 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 80.696 | 37,56 | 10.619 | 39,55 | ||||
| 2026-04-20 | 13F | Hixon Zuercher, LLC | 1.600 | 0,00 | 212 | 0,95 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 2.941 | 0,07 | 390 | 0,78 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 6.312 | -30,25 | 836 | -29,75 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 2.600 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Haverford Trust Co | 2.635 | 0,00 | 347 | 1,47 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 10.082 | -14,03 | 1.336 | -13,48 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 17.891 | 0,89 | 2.354 | 2,35 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 1.135 | -28,16 | 149 | -26,96 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | FC Advisory LLC | 4.717 | -11,03 | 625 | -10,33 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4.599 | -6,39 | 605 | -5,02 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.406 | 0,00 | 319 | 0,63 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 1.719 | 0,00 | 228 | 0,44 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 20.164 | 0,82 | 2.655 | 2,23 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.138 | 0,00 | 151 | 0,67 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 2.272 | -17,68 | 0 | |||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 47 | -58,04 | 6 | -57,14 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 1.779 | 234 | ||||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 138 | 0,00 | 18 | 5,88 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 1.645 | 0,61 | 217 | 1,89 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 262 | 0,00 | 34 | 3,03 | ||||
| 2026-02-11 | 13F | Private Management Group Inc | 1.546 | 0,00 | 203 | 1,50 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 775 | 0,00 | 103 | 0,99 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 6.247 | 5,49 | 822 | 6,90 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 39.279 | -0,26 | 5.205 | 0,42 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 1.946 | -2,55 | 256 | -1,16 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 3.888 | 0,00 | 515 | 0,78 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3.522 | -1,95 | 0 | |||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 6.834 | -9,44 | 899 | -8,08 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 1.691 | -3,87 | 223 | -2,63 | ||||
| 2026-01-27 | 13F | Bonfire Financial | 2.515 | 0,00 | 331 | 1,23 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 4.909 | -6,94 | 650 | -6,34 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 4.244 | 4,53 | 558 | 6,08 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 415.135 | -1,36 | 54.628 | 0,06 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 4.630 | 0,00 | 613 | 0,66 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 2.551 | -14,22 | 336 | -12,99 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 31.178 | -14,02 | 4.103 | -12,78 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 79.980 | 20,20 | 10.597 | 21,03 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 2.048 | 271 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 1.902 | 0,00 | 252 | 0,80 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 1.612 | 0,00 | 212 | 1,44 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 5.161 | -1,39 | 679 | 0,15 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 1.659 | 0,00 | 220 | 0,46 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 1.627 | 214 | ||||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 246 | 32 | ||||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1.235 | 0,82 | 176 | -0,57 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 4.147 | 1,64 | 550 | 2,43 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 2.685 | -0,78 | 356 | -0,28 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 3.232 | -5,39 | 425 | -4,06 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 647 | -3,29 | 85 | -1,16 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Promus Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Teachers Insurance & Annuity Association Of America | 20.478 | 4,60 | 2.695 | 6,10 | ||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 40 | 0,00 | 5 | 0,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 3.487 | -4,83 | 462 | -4,15 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 72.186 | 0,00 | 9.499 | 1,44 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 4.000 | 0,00 | 530 | 0,76 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 1.673 | 0,12 | 220 | 1,85 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 2.150 | -3,59 | 286 | -2,39 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 12.098 | 0,00 | 1.603 | 0,69 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 40.244 | 3,93 | 5.296 | 5,42 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 6.311 | -35,99 | 830 | -35,05 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1.540 | 204 | ||||||
| 2025-11-13 | 13F | Oribel Capital Management, LP | Call | 0 | -100,00 | 0 | ||||
| 2026-02-13 | 13F | Aft, Forsyth & Company, Inc. | 10.672 | -1,31 | 1.404 | 0,14 | ||||
| 2026-01-28 | 13F | Mystic Asset Management, Inc. | 7.000 | 0,00 | 921 | 1,43 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 13.895 | 29,27 | 1.828 | 30,57 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 95.339 | 4,16 | 13 | 9,09 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 2.005 | 0,10 | 264 | 1,54 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 19.244 | 0,55 | 2.532 | 2,01 | ||||
| 2026-03-17 | 13F | Cornerstone Planning, LLC | 3.191 | 10,91 | 420 | 16,71 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1.171 | 0,00 | 155 | 0,65 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 23.655 | -0,76 | 3.134 | -0,06 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 21.763 | -1,44 | 2.884 | -0,76 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 1.180 | 0,00 | 155 | 1,31 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Smithfield Trust Co | 1.422 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 3.733 | 124,61 | 491 | 128,37 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 7.619 | 3,13 | 1.003 | 4,59 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 2.716 | -13,53 | 360 | -13,08 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 9.337 | 0,00 | 1.237 | 0,73 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 3.913 | 7,12 | 518 | 7,92 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 1.764 | 0,28 | 234 | 0,87 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 246 | 0,00 | 32 | 3,23 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 9.541 | 0,69 | 1.264 | 1,44 | ||||
| 2025-11-04 | 13F | Money Concepts Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3.515 | 2,51 | 466 | 3,10 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 463 | 0,00 | 61 | 0,00 | ||||
| 2026-02-12 | 13F | Fuller & Thaler Asset Management, Inc. | 3.409 | 18.363 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.352 | 179 | ||||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1.248 | 0,00 | 165 | 0,61 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 11.760 | 0,00 | 1.558 | 0,71 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 102.445 | -1,02 | 13.574 | -0,34 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 38.896 | -1,06 | 5.118 | 0,37 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 807 | 0,00 | 106 | 1,92 | ||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 181.178 | -60,47 | 23.841 | -59,90 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 16.749 | -3,87 | 2.219 | -3,18 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 3.352 | 30,58 | 441 | 32,83 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 256 | -0,78 | 36 | 6,06 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 780 | 0,00 | 103 | 0,99 | ||||
| 2026-01-21 | 13F | V2 Financial group LLC | 1.800 | 0,00 | 237 | 1,29 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 2.069 | 0,00 | 272 | 1,49 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 5.251 | 0,46 | 691 | 1,92 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.802 | -92,28 | 371 | -92,23 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 1.626 | 0,06 | 215 | 0,94 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 88 | 0,00 | 12 | 0,00 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 50.300 | -49,70 | 6.619 | -48,98 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 29.058 | -1,02 | 3.824 | 0,39 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 2.214 | -5,22 | 291 | -3,96 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 288.894 | 13,64 | 38.016 | 15,21 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 1.688 | 0,00 | 222 | 1,37 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 27.193 | -10,35 | 3.624 | -11,44 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 140.040 | -47,26 | 18.428 | -46,50 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 29.651 | -2,84 | 3.902 | -1,44 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 3.899 | -0,64 | 1 | |||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 2.961 | 392 | ||||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 3.806 | 0,00 | 501 | 1,42 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 28.916 | 202,15 | 3.805 | 206,61 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 934 | 0,00 | 124 | 0,82 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 7.096 | 934 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 200 | 0,00 | 26 | -7,14 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 4.822 | 0,00 | 635 | 1,44 | ||||
| 2026-01-23 | 13F | Destiny Capital Corp/CO | 4.549 | 60,23 | 599 | 62,50 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1.799 | -20,54 | 237 | -8,53 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 17.561 | -2,65 | 2.327 | -1,98 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 27.667 | 16,77 | 3.666 | 17,58 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 1.892 | 249 | ||||||
| 2026-04-28 | 13F | Umpqua Bank | 21.360 | 7,79 | 2.830 | 8,55 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 2.857 | -4,54 | 376 | -3,09 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 82.843 | 1,24 | 10.977 | 0,80 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 6.091 | 1,21 | 802 | 2,69 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 88 | 0,00 | 12 | 0,00 | ||||
| 2026-01-27 | 13F | Foundation Wealth Management, LLC | 47.753 | -2,77 | 6.288 | -1,30 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 28.260 | -3,86 | 3.719 | -2,49 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 4.080 | -1,04 | 537 | 0,37 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 105 | 14 | ||||||
| 2026-04-16 | 13F | Friday Financial | 1.724 | 0,00 | 228 | 0,88 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 655 | 0,00 | 87 | 0,00 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 1.814 | 0,00 | 239 | 1,28 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 43.298 | -4,64 | 5.698 | -3,28 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 6.325 | 7,28 | 832 | 8,90 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 1.054 | 0,57 | 139 | 2,22 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 2.748 | -8,95 | 362 | -7,67 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 2.528 | -10,61 | 333 | -9,29 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 1.575 | 0,32 | 207 | 1,97 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 2.618 | 0,00 | 347 | 0,58 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Boston Partners | 3.431 | 451 |
