Grundlæggende statistik
| Institutionelle ejere | 771 total, 770 long only, 0 short only, 1 long/short - change of 5,59% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2261 % - change of -1,50% MRQ |
| Institutionelle aktier (lange) | 28.087.158 (ex 13D/G) - change of 0,66MM shares 2,41% MRQ |
| Institutionel værdi (lang) | $ 3.906.805 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares S&P Small-Cap 600 Growth ETF (US:IJT) har 771 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 28,087,158 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, Fmr Llc, Wells Fargo & Company/mn, UBS Group AG, LPL Financial LLC, Pnc Financial Services Group, Inc., Brown Advisory Inc, Northwestern Mutual Wealth Management Co, and M&t Bank Corp .
iShares Trust - iShares S&P Small-Cap 600 Growth ETF (NasdaqGM:IJT) 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 160,46 / share. Previously, on April 28, 2025, the share price was 121,02 / share. This represents an increase of 32,59% 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. | 1.888 | 0,00 | 266 | 0,00 | ||||
| 2026-01-13 | 13F | Guerra Pan Advisors, Llc | 5.986 | -3,14 | 845 | -3,43 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1.073 | 0,00 | 155 | 2,65 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 251 | 36 | ||||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 32.988 | -0,59 | 4.774 | 1,90 | ||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 1.747 | 247 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 1.827 | -47,52 | 264 | -46,23 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 49.040 | 3,02 | 7.077 | 5,08 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 125 | 18 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 4.930 | 70,47 | 696 | 69,93 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 1.492 | 0,13 | 216 | 2,38 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 5.409 | 4,36 | 764 | 4,09 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 4.360 | -9,54 | 616 | -9,69 | ||||
| 2026-02-04 | 13F | Shoker Investment Counsel, Inc. | 4.415 | 0,00 | 623 | -0,16 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 3.758 | 11,91 | 532 | 19,06 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 1.823 | 0,11 | 257 | 0,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 15.899 | -7,21 | 2.247 | -7,34 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 33.116 | 12,47 | 4.792 | 15,30 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 1.563 | 3,51 | 226 | 6,10 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 203 | -1,93 | 29 | -3,45 | ||||
| 2026-02-06 | 13F | Insight Inv LLC | 722 | -5,25 | 102 | -5,61 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 1.992 | 0,00 | 281 | 0,00 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 128 | -34,69 | 19 | -33,33 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 3.084 | -97,37 | 446 | -96,01 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 16.080 | 1,06 | 2.270 | 0,80 | ||||
| 2026-01-30 | 13F | Renasant Bank | 4.345 | -21,06 | 613 | -21,21 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 4.983 | -0,06 | 703 | -0,28 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 22.015 | 83,61 | 2.829 | 66,75 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 17.786 | -4,48 | 2.511 | -4,71 | ||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 2.382 | 0,00 | 345 | 2,38 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 13.859 | 22,61 | 1.956 | 22,33 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 211 | 30 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.621 | -20,91 | 379 | -18,84 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | EFG International AG | 6.792 | 959 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 9 | -10,00 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 7.470 | -1,93 | 1.081 | 0,47 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 3.929 | -2,60 | 581 | 1,75 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 2.150 | 0,00 | 311 | 2,64 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 7.112 | -3,50 | 1.029 | -1,06 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 1.941 | 21,69 | 281 | 24,44 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.221 | -2,55 | 172 | -2,82 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.870 | 18,50 | 271 | 21,62 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Rialto Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 41.195 | -5,93 | 5.815 | -6,15 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.211 | 0,00 | 320 | 2,24 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 3.613 | 0,00 | 523 | 2,35 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 147.312 | -47,97 | 20.795 | -48,10 | ||||
| 2026-04-22 | 13F | Vicus Capital | 9.505 | -20,80 | 1.375 | -18,83 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.174 | 2,62 | 166 | 2,48 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 81.245 | 49,06 | 11.469 | 48,70 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 62.510 | 0,00 | 8.824 | -0,25 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | one8zero8, LLC | 829 | 0,00 | 117 | 0,00 | ||||
| 2026-02-17 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 2.879 | 48,94 | 406 | 48,72 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 192.600 | 2,32 | 27.187 | 2,07 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 1.472 | 208 | ||||||
| 2026-01-28 | 13F | VAUGHAN & Co SECURITIES, INC. | 4.940 | -1,95 | 697 | -2,11 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 25.271 | -5,34 | 3.567 | -5,56 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 3.118 | -90,25 | 440 | -90,28 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 35 | 0,00 | 5 | 0,00 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 1.783 | 252 | ||||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 2.300 | 0,00 | 325 | -0,31 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 304 | 3,40 | 43 | 2,44 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 1.457 | 0,00 | 206 | -0,49 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 884.191 | -1,71 | 124.812 | -1,94 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 7.177 | -0,43 | 1.013 | -0,59 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 313 | 0,32 | 44 | 0,00 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 84.228 | -12,67 | 11.890 | -12,88 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 1.540 | 217 | ||||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 10.184 | 1.438 | ||||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 2.425 | -0,16 | 351 | 2,34 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.943 | -3,26 | 615 | 0,49 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1.000 | 0,00 | 141 | 0,00 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 5.463 | 0,00 | 791 | 2,46 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 5.966 | 0,02 | 842 | -0,12 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 3.016 | -2,11 | 424 | -1,86 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 3.626 | -8,50 | 512 | -8,75 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 3.449 | -21,31 | 487 | -21,61 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Baring Financial LLC | 23.096 | 0,44 | 3.342 | 2,96 | ||||
| 2026-02-17 | 13F | Tannin Capital LLC | 6.667 | 941 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 96 | 0,00 | 14 | 0,00 | ||||
| 2026-02-05 | 13F | Conning Inc. | 2.882 | 0,00 | 407 | -0,25 | ||||
| 2026-03-30 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Chung Wu Investment Group, LLC | 62 | 0,00 | 9 | 0,00 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 29.014 | -1,93 | 4.096 | -2,17 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 4.789 | -0,02 | 676 | -0,30 | ||||
| 2026-04-22 | 13F | Motco | 1.767 | -0,39 | 256 | 2,00 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 8.612 | 0,00 | 1.216 | -0,25 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 4.770 | 0,00 | 673 | -0,15 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 70.380 | -3,35 | 9.935 | -3,58 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.136 | 0,35 | 160 | 0,00 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 28.509 | -0,38 | 4.034 | -1,85 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 3.530 | 0,00 | 1 | |||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 3.058 | 0,00 | 443 | 2,55 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 5.257 | -2,01 | 762 | 0,53 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 6.896 | -0,29 | 998 | 2,15 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 1.423 | 3,12 | 206 | 5,67 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 10.074 | -10,33 | 1.458 | -8,08 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 3.189 | 0,00 | 450 | -0,22 | ||||
| 2025-11-04 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 3.903 | 0,00 | 551 | -0,36 | ||||
| 2026-02-13 | 13F | Wiregrass Investment Management Llc | 3.464 | 489 | ||||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 1.786 | -1,49 | 258 | 1,18 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 913 | 0,00 | 129 | -0,78 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 220 | 0,00 | 32 | 0,00 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 3.100 | 0,23 | 438 | 0,00 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 20.201 | -2,30 | 2.923 | 0,17 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 5.710 | 0,11 | 806 | -0,12 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 634 | 89 | ||||||
| 2026-02-11 | 13F | Paragon Private Wealth Management, LLC | 7.054 | -18,88 | 996 | -19,11 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 1.449 | 0,00 | 205 | -0,49 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 34.176 | 9,24 | 5 | 0,00 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 2.103 | -6,91 | 297 | -7,21 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 11.343 | -2,17 | 1.641 | 0,31 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.053.146 | -1,40 | 148.662 | -1,63 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.008 | 142 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 832.893 | 1,81 | 117.571 | 1,56 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 1.140 | 0,00 | 161 | -0,62 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 43.897 | -5,29 | 6.196 | -5,52 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 44 | 6 | ||||||
| 2026-04-24 | 13F | Essex LLC | 2.180 | 0,00 | 315 | 2,61 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 275.933 | -2,10 | 38.952 | -2,33 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 1.881 | -1,36 | 272 | 1,12 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 2.456 | 0,00 | 347 | -0,29 | ||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.026.713 | 0,24 | 286.091 | 0,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 8.125 | 13,92 | 1.176 | 16,80 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 353.595 | -1,43 | 49.913 | 11,76 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 30 | 4 | ||||||
| 2026-02-10 | 13F | Argent Trust Co | 2.657 | 6,58 | 375 | 6,53 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 5.471 | 6,67 | 792 | 9,25 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 1.852 | -7,21 | 261 | -7,45 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 4.080 | 0,00 | 590 | 2,61 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 104 | 0,00 | 15 | 0,00 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 3.312 | 0,15 | 479 | 2,79 | ||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 163 | 0,62 | 23 | 0,00 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 9.446 | 10,56 | 1.333 | 10,35 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 12.713 | -13,76 | 1.840 | -11,59 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 524 | 0,00 | 76 | 2,74 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 11.075 | 8,78 | 1.563 | 15,44 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 1.728 | 0,00 | 250 | 2,88 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 5.604 | 89,32 | 794 | 88,81 | ||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 2.300 | 0,00 | 325 | -0,31 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.971 | 1,75 | 430 | 4,13 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 12.634 | -4,27 | 1.783 | -4,50 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 112 | 0,00 | 16 | 0,00 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 23.875 | -1,44 | 3.370 | -1,66 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 540 | 0,00 | 76 | 0,00 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 7.523 | 27,03 | 1.089 | 30,30 | ||||
| 2026-01-14 | 13F | Allodium Investment Consultants, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 47.500 | 3,06 | 6.874 | 5,64 | ||||
| 2026-04-16 | 13F | jvl associates llc | 3.260 | 0,00 | 472 | 2,39 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 42.522 | 0,00 | 6.003 | -0,23 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.121 | 0,00 | 162 | 2,53 | ||||
| 2026-04-14 | 13F | Legacy Trust | 5.785 | -0,26 | 837 | 2,32 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 146.265 | 5,69 | 21.166 | 8,35 | ||||
| 2026-04-07 | 13F | InvesTrust | 16.975 | 0,46 | 2.456 | 2,98 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 10.630 | 3,42 | 1.538 | 6,07 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 236 | 0,00 | 33 | 0,00 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 1.456 | 0,07 | 211 | 2,44 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 44.434 | -23,35 | 6.272 | -23,53 | ||||
| 2025-10-28 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.046 | -7,92 | 296 | -5,43 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 10.497 | -1,57 | 1.519 | 0,93 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 2.685 | 0,11 | 389 | 2,65 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 55.968 | -0,33 | 8.099 | 2,18 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 2.432 | 0,00 | 352 | 2,33 | ||||
| 2026-01-29 | 13F | Comerica Bank | 38.194 | -0,88 | 5.392 | -1,12 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 3.974 | 561 | ||||||
| 2026-02-10 | 13F | Ascension Capital Advisors, Inc. | 23.373 | 3.299 | ||||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 4.071 | -35,98 | 575 | -36,15 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 3.096.109 | -2,60 | 437.047 | -2,83 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 6.783 | 0,28 | 958 | 0,00 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 7.583 | 45,44 | 1.070 | 45,18 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 7.433 | 3,21 | 1.076 | 5,81 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 1.408 | 204 | ||||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 10.576 | 0,29 | 1.493 | 0,00 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 2.804 | 0,00 | 396 | -0,25 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 30 | -38,78 | 4 | -33,33 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 16.322 | -0,50 | 2.397 | -0,04 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 3.500 | 494 | ||||||
| 2026-02-06 | 13F | Taylor Financial Group, Inc. | 17.639 | 0,45 | 2.490 | 0,20 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 31.037 | -4,34 | 4.381 | -4,55 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.084.268 | -2,59 | 153.055 | -2,83 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 2.875 | 45,45 | ||||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 23.244 | 2,27 | 3.364 | 4,83 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 300 | 0,00 | 43 | 2,38 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 190.029 | 8,42 | 27.499 | 11,15 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 1.750 | 0,00 | 253 | 2,43 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 2.056 | -1,91 | 290 | -2,03 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 576 | 0,00 | 83 | 2,47 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 38.260 | -0,00 | 5.537 | 2,52 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 6.994 | -3,92 | 987 | -4,17 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 928 | -7,11 | 131 | -7,80 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 1.823 | 0,00 | 257 | 0,00 | ||||
| 2026-02-12 | 13F | Umpqua Bank | 12.037 | 3,69 | 1.699 | 2,91 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 125.997 | 31,20 | 18.233 | 34,50 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 16.595 | 0,56 | 2.401 | 3,09 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 25.969 | -6,04 | 3.666 | -6,27 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 35 | 0,00 | 5 | 0,00 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 10.908 | 0,35 | 1.540 | 0,07 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 4.074 | -10,74 | 1 | |||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.463 | -2,02 | 630 | -2,33 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 232 | 0,00 | 34 | 3,13 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 48 | 7 | ||||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 101.577 | -1,44 | 14.339 | -1,68 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 263 | 0,00 | 38 | 2,70 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 11.547 | 3,79 | 1.630 | 3,49 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 73.897 | 4,74 | 10.455 | 4,72 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 7.784 | 5,00 | 1.126 | 7,65 | ||||
| 2026-04-16 | 13F | Security National Bank | 954 | 0,00 | 138 | 2,99 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2.572 | -3,34 | 372 | -0,80 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 312 | 0,00 | 45 | 2,27 | ||||
| 2026-01-26 | 13F | Cordatus Wealth Management LLC | 1.486 | 0,00 | 210 | -0,48 | ||||
| 2026-02-17 | 13F | Creative Planning | 102.836 | 0,41 | 14.516 | 0,17 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Courier Capital Llc | 20.439 | -29,55 | 2.958 | -27,79 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 4.048 | -0,34 | 571 | -0,52 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 7.568 | -0,38 | 1.069 | -0,56 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 68 | 0,00 | 10 | 0,00 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 2.810 | 397 | ||||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 22 | 3 | ||||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 3.272 | -0,30 | 462 | -0,65 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 108 | 0,00 | 15 | 0,00 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 182.217 | 1,44 | 25.722 | 1,20 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 108 | 0,00 | 15 | 0,00 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 6.546 | 0,00 | 947 | 2,49 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 103 | 15 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 4.913 | 0,00 | 694 | -0,29 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 19.852 | -1,80 | 2.802 | -2,03 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 29.895 | 0,80 | 4 | 0,00 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 21.029 | -5,70 | 2.968 | -5,93 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.584 | 374 | ||||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 1.508 | 0,07 | 218 | 2,83 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 2.137 | 0,14 | 302 | 0,00 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 2.022 | 9,71 | 285 | 9,62 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 25 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 8.138 | -0,36 | 1.178 | 2,17 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 18.283 | 0,00 | 2.581 | -0,27 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 196.476 | 258.421,05 | 27.735 | 277.240,00 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 4.133 | 71,07 | 583 | 70,97 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 38.156 | 2,36 | 5.522 | 4,92 | ||||
| 2026-02-13 | 13F | Sovereign Investment Advisors, LLC | 11.649 | 0,29 | 1.644 | 0,06 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 178.532 | 6,23 | 25.835 | 8,91 | ||||
| 2026-03-04 | 13F | Compass Financial Group, Inc. (Ohio) | 1.444 | 204 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 34.871 | -2,04 | 4.922 | -2,26 | ||||
| 2026-02-11 | 13F | LTG Capital LLC | 29.016 | -1,15 | 4.096 | -1,40 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 8.670 | -3,18 | 1.255 | -0,79 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 10.230 | 0,00 | 1.444 | -0,21 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 1.565 | 0,06 | 226 | 2,73 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 4.846 | 4,46 | 684 | 4,27 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 1.939 | 274 | ||||||
| 2026-01-22 | 13F | Mechanics Financial Corp | 916 | 0,00 | 129 | 0,00 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 3.726 | -4,58 | 526 | -4,89 | ||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 570 | 0,00 | 80 | 0,00 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 5.281 | 0,23 | 746 | 0,00 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 574 | 81 | ||||||
| 2026-01-23 | 13F | Optima Capital Llc | 40 | 6 | ||||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 5.023 | -88,20 | 1 | -100,00 | ||||
| 2026-02-17 | 13F | Fmr Llc | 1.700.133 | 7,05 | 239.991 | 6,79 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 2.000 | -0,35 | 289 | 2,12 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 177.485 | 11,22 | 25.054 | 10,96 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1.000 | 146 | ||||||
| 2025-10-27 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | White Knight Strategic Wealth Advisors, LLC | 1.474 | 0,00 | 208 | 0,00 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 3.117 | 440 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 4.622 | 0,00 | 669 | 2,45 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 280 | 0,00 | 40 | 0,00 | ||||
| 2026-02-09 | 13F | Optimist Retirement Group LLC | 1.843 | 0,27 | 260 | 0,00 | ||||
| 2026-02-13 | 13F | Capital Square, LLC | 7.785 | 0,10 | 1.099 | -0,18 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 2.047 | 0,00 | 289 | -0,34 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 352 | -20,18 | 51 | -19,35 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2.009 | 0,00 | 284 | -0,35 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 40.951 | -52,87 | 5.781 | -52,99 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 4.489 | 0,04 | 650 | 2,53 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 6.632 | -88,09 | 960 | -87,80 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 98.284 | -6,72 | 14 | -7,14 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 94.834 | 2,20 | 13.387 | 1,95 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 88 | 0,00 | 12 | 0,00 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 19 | 0,00 | 3 | 0,00 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 130 | 18 | ||||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 438 | 0,00 | 62 | 0,00 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 2.336 | 0,00 | 338 | 2,74 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 470.217 | 2,14 | 66.376 | 1,89 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 66 | 0,00 | 9 | 12,50 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2.057 | 0,15 | 298 | 2,77 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 2.241 | 0,31 | 316 | 0,00 | ||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 19.536 | 13,71 | 2.758 | 13,46 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | 0,00 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 2.246 | 0,04 | 325 | |||||
| 2026-02-05 | 13F | Navalign, LLC | 64 | 9 | ||||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 159.516 | 1,23 | 22.517 | 0,98 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 2.800 | 0,00 | 396 | 6,45 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1.505 | -1,57 | 218 | 0,93 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 3.003 | -2,59 | 424 | -2,98 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 957.106 | 0,52 | 135.105 | 0,28 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 189 | 18.800,00 | 27 | |||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 20 | 0,00 | 3 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 17.030 | 19,28 | 2.488 | 23,42 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 2.706 | -7,14 | 382 | -7,52 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 20.665 | 2.917 | ||||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 95.246 | 0,00 | 13.445 | -0,24 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 40.748 | -1,09 | 6 | 0,00 | ||||
| 2025-11-10 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 1.569 | 0,00 | 221 | -0,45 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 500 | 0,00 | 71 | 0,00 | ||||
| 2025-10-29 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6.902 | 0,74 | 999 | 3,21 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 8 | 1 | ||||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 2.835 | 0,04 | 400 | -0,25 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 419 | -53,08 | 59 | -53,17 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 600 | 0,00 | 87 | 2,38 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.824 | -2,36 | 264 | 0,00 | ||||
| 2026-02-04 | 13F | Nwam Llc | 4.505 | -0,18 | 673 | 4,67 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 1.325 | -1,85 | 192 | 0,53 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 3.118 | 61,97 | 451 | 66,42 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 5.754 | -1,83 | 812 | -2,05 | ||||
| 2025-11-06 | 13F | Providence Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 1.186 | 0,25 | 167 | 0,00 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 2.033 | 35,08 | 294 | 38,68 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 79.297 | 3,80 | 11.194 | 3,54 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 1.455 | 0,00 | 205 | 0,00 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 128.848 | 3,76 | 18.188 | 3,51 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 2.751 | -56,49 | 398 | -55,38 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 9.450 | 7,24 | 1.334 | 6,98 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 2.030 | 0,00 | 287 | -0,35 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 4.339 | 0,00 | 612 | -0,16 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 340 | 0,00 | 49 | 4,26 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 2.600 | 0,00 | 376 | 2,45 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 3.343 | 53,84 | 0 | |||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 1.894 | 0,00 | 267 | -0,37 | ||||
| 2026-02-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 400 | 0,00 | 58 | 1,79 | ||||
| 2026-04-24 | 13F | United Community Bank | 1.047 | 0,00 | 152 | 2,72 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4.673 | 11,10 | 676 | 14,00 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 43.046 | 2,32 | 6.449 | 7,02 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 152 | 0,66 | 21 | 0,00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 69.169 | -1,96 | 9.764 | -2,19 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 8.513 | -2,36 | 1.232 | 0,08 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 486 | 70 | ||||||
| 2026-04-24 | 13F | Newton One Investments LLC | 11.614 | -79,46 | 1.681 | -78,95 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 85.123 | 6,67 | 12.016 | 6,41 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 31 | 4 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 40 | 0,00 | 6 | 0,00 | ||||
| 2025-11-13 | 13F | 1 North Wealth Services Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 3 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 113 | 0,00 | 16 | 6,67 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 3.500 | 0,00 | 494 | -0,20 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 800 | -21,18 | 113 | -21,68 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 29.270 | -2,30 | 4.236 | 0,14 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 132.074 | 18.644 | ||||||
| 2025-11-06 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 80 | 0,00 | 11 | 0,00 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1.340 | 0,00 | 205 | 2,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 469.215 | -0,58 | 66.234 | 100.254,55 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 8.067 | 28,89 | 1.139 | 28,59 | ||||
| 2026-02-25 | 13F | Thryve Wealth Management Llc | 2.951 | 417 | ||||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 1.217 | 0,00 | 176 | 2,92 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 174 | 0,00 | 25 | 4,17 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 7.465 | 0,00 | 1.054 | -0,28 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 4.363 | 0,16 | 616 | -0,16 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 1.137 | 0,00 | 160 | 0,00 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 470 | 0,00 | 68 | 3,03 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 17 | 2 | ||||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 6.792 | 0,00 | 961 | 6,42 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 18.179 | -2,18 | 2.566 | -2,40 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 52 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 288 | 0 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 1.659 | 0,00 | 240 | 2,56 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 13.896 | -12,50 | 1.961 | -12,73 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 1.440 | 0,00 | 203 | 0,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 41.089 | -5,65 | 5.800 | -5,87 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 14.235 | 1,26 | 2.009 | 1,01 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 34.984 | 115,27 | 4.938 | 114,79 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 5.659 | -10,94 | 819 | -8,71 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 6.350 | 0,00 | 919 | 2,46 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 6.055 | 0,00 | 876 | 2,58 | ||||
| 2026-01-29 | 13F | Dumont & Blake Investment Advisors Llc | 34.863 | -2,05 | 5 | -99,92 | ||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 2.154 | 6,37 | 304 | 6,29 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 7.533 | 0,24 | 1.063 | 0,00 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 521 | 0,39 | 73 | 0,00 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 4.026 | -1,30 | 568 | -1,56 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 11.945 | -5,54 | 1.686 | -5,76 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 7.271 | 0,00 | 1.052 | 2,53 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 18.958 | -2,18 | 2.676 | -2,41 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 3.296 | 3,13 | 396 | 4,49 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 9.855 | -3,51 | 1.391 | -3,74 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 25 | 0,00 | 4 | 0,00 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 59.125 | -1,39 | 8.346 | -1,63 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 8 | 1 | ||||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 1.949 | 0,00 | 275 | -1,79 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 3.300 | 466 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 29.980 | -45,60 | 4.232 | -45,74 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 270 | 0,00 | 39 | 2,63 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 11.826 | 23,65 | 1.711 | 26,74 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 390 | 0,00 | 56 | 3,70 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 5.503 | 0,11 | 777 | -0,13 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 4 | 0,00 | 1 | |||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 2.346 | 0,00 | 339 | 2,42 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 194 | 0,00 | 28 | 3,70 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 2.155 | 0,00 | 304 | 0,00 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 13.561 | 1,99 | 1.914 | 1,75 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 450 | 64 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 19.207 | -4,10 | 2.779 | -1,70 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 762 | 108 | ||||||
| 2026-02-09 | 13F | PSI Advisors, LLC | 11.492 | -3,18 | 1.622 | -3,39 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 49.238 | -4,02 | 6.950 | -4,24 | ||||
| 2025-11-12 | 13F | New Age Alpha Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 4.336 | 663 | ||||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 3.883 | 0,08 | 562 | 2,56 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 1.600 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 70.449 | 6,64 | 9.945 | 6,38 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 32.428 | -7,49 | 4.578 | -7,70 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 20.758 | -7,82 | 2.930 | -8,04 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 144 | 21 | ||||||
| 2025-11-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 30.547 | 3,73 | 4.420 | 6,33 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 2.518 | 0,04 | 364 | 2,54 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 75 | 0,00 | 11 | 0,00 | ||||
| 2026-02-09 | 13F | Pioneer Trust Bank N A/or | 2.200 | 0,00 | 311 | -0,32 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 10.666 | 40,08 | 1.506 | 39,74 | ||||
| 2025-10-28 | 13F | Running Point Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 6.711 | 14,99 | |||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 187 | 0,00 | 29 | 7,69 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 21.085 | 0,66 | 2.976 | 0,44 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 13.710 | 0,91 | 1.935 | 193.400,00 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 9.994 | 0,00 | 1.461 | 2,67 | ||||
| 2025-10-31 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 1.469 | 0,00 | 207 | 0,00 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 3.050 | 0,00 | 431 | -0,23 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 1.693 | 0,18 | 245 | 2,94 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 94.318 | -1,36 | 13.649 | 1,11 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 1.787 | 0,00 | 259 | 2,38 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 6.339 | 0,38 | 895 | 0,11 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 11.182 | 6,75 | 1.578 | 6,48 | ||||
| 2026-01-26 | 13F | Slow Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 353 | -16,94 | 50 | -18,33 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 25 | 0,00 | 4 | 0,00 | ||||
| 2026-01-27 | 13F | Probity Advisors, Inc. | 110.007 | 0,84 | 15.529 | 0,60 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 34.550 | 0,73 | 4.877 | 0,49 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 13.720 | 0,00 | 1.937 | -0,26 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.483 | -3,65 | 350 | -3,85 | ||||
| 2026-02-10 | 13F | Future Fund LLC | 64.211 | 0,00 | 9.064 | -0,23 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 1.411 | 0,00 | 199 | 0,00 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2.850 | 50,55 | 412 | 54,31 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 273 | -27,59 | 40 | -26,42 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 3.999 | 3,15 | 579 | 5,67 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 977 | -1,81 | 138 | -2,14 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 1.589 | 0,00 | 230 | -2,14 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 65.635 | -0,60 | 9.265 | -0,85 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 3.108 | -9,04 | 439 | -10,06 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10.727 | 11,46 | 1.514 | 11,24 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 2.635 | -7,05 | 381 | -4,75 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 63.522 | -2,02 | 9.158 | -0,81 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 14.689 | -12,99 | 2.126 | -9,84 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 15.529 | -1,91 | 2.192 | -2,14 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 471 | 0,00 | 68 | 3,03 | ||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 15.098 | 2.131 | ||||||
| 2026-01-30 | 13F | BancorpSouth Bank | 3.811 | 0,00 | 538 | -0,37 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 3.446 | 0,00 | 486 | -0,21 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 29.142 | 6,85 | 4 | 33,33 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 12.820 | -0,12 | 1.810 | -0,39 | ||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 1.633 | 0,00 | 231 | -0,43 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 25.726 | 22,28 | 3.631 | 22,01 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 199.500 | -0,58 | 28.229 | 5,75 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 3.951 | 558 | ||||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 2.971 | 0,00 | 419 | -0,24 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 3.498 | -0,17 | 494 | -0,40 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 5.690 | 6,32 | 823 | 9,01 | ||||
| 2025-11-21 | 13F | Bell Investment Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 559 | 616,67 | 79 | 609,09 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 1.571 | -66,67 | 222 | -65,47 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 1.477 | -1,47 | 208 | -1,89 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 3.879 | 1.290,32 | 548 | 1.302,56 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 4.796 | -1,40 | 677 | -1,60 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 610 | 0,00 | 88 | 2,33 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 6.497 | 0,00 | 940 | 2,51 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 4.798 | 0,00 | 677 | -0,15 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 38 | 0,00 | 5 | 0,00 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 178 | 0,00 | 26 | 0,00 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 130.570 | -0,41 | 18.433 | -0,66 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 35.804 | -0,43 | 5.054 | -0,67 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 1.518 | 1,13 | 214 | 0,94 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 23.152 | -5,52 | 3.268 | -5,74 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 23.473 | -1,55 | 3.313 | -1,78 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 5.653 | 15,34 | 798 | 15,01 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 30.506 | -19,97 | 4.480 | -19,61 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 1.911 | 0,00 | 270 | -0,37 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 284 | 40 | ||||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 200 | 0,00 | 28 | 0,00 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 2.677 | -7,08 | 378 | -7,37 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 5.249 | 20,00 | 741 | 19,90 | ||||
| 2026-04-07 | 13F | Eastern Bank | 953 | -22,46 | 138 | -20,81 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.780 | 0,00 | 0 | |||||
| 2026-01-22 | 13F | Bfsg, Llc | 25.742 | 2,31 | 3.634 | 2,05 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 158.606 | -5,31 | 22.406 | -5,36 | ||||
| 2026-02-17 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2.355 | -17,46 | 332 | -17,62 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 11.251 | -0,96 | 1.588 | -1,18 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 58.935 | 9,07 | 8.319 | 8,82 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 1.677 | 1,45 | 243 | 3,86 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 1.766 | 249 | ||||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 380 | 0,26 | 54 | 0,00 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 5.529 | -18,33 | 780 | -18,50 | ||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 5.859 | 17,98 | 827 | 17,66 | ||||
| 2026-04-06 | 13F | CX Institutional | 246 | 9,82 | 0 | |||||
| 2026-02-02 | 13F | Truist Financial Corp | 131.308 | 0,47 | 18.535 | 0,23 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 1.478 | 214 | ||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 94.923 | -4,93 | 13.736 | -2,54 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 2.255 | 0,00 | 329 | 3,46 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 68.872 | 7,60 | 9.722 | 7,34 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 5.209 | -1,36 | 746 | -0,13 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.355 | 0,00 | 332 | -0,30 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 253 | 0,00 | 37 | 2,86 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 100 | 14 | ||||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 45 | 0,00 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 7.270 | -0,56 | 1.026 | -0,77 | ||||
| 2026-01-28 | 13F | Trail Ridge Investment Advisors, LLC | 21.423 | 2,70 | 3.024 | 2,47 | ||||
| 2026-02-09 | 13F | Goodwin Investment Advisory | 2.189 | 0,00 | 309 | -0,32 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5.504 | -0,15 | 819 | 5,13 | ||||
| 2026-01-07 | 13F | TruWealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 2.806 | -17,93 | 406 | -15,77 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.989 | -14,94 | 422 | -15,29 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 2.477 | 8,97 | 358 | 15,11 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 260 | 6.400,00 | 38 | |||||
| 2026-01-26 | 13F | San Luis Wealth Advisors LLC | 30.813 | 5,17 | 4.350 | 4,92 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 368.628 | 1,26 | 52.036 | 1,01 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 9.453 | -0,31 | 1.334 | -0,52 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 18.391 | 5,65 | 2.596 | 5,40 | ||||
| 2026-02-13 | 13F | Security National Bank Of So Dak | 1.838 | 0,00 | 259 | -0,38 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 25.955 | 22,74 | 3.664 | 22,43 | ||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 51.334 | 9,79 | 7.246 | 9,54 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 30.499 | 4.654 | ||||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 3.077 | 0,00 | 445 | 2,53 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 2.330 | 0,00 | 329 | -0,30 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 1.241 | 0,08 | 175 | 0,00 | ||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 1.503 | 212 | ||||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 118.435 | -8,46 | 16.759 | -2,64 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 2.432 | 0,00 | 372 | 7,23 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 1.783 | 0,11 | 252 | -0,40 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 9.767 | -2,56 | 1.379 | -2,82 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 10.015 | 0,42 | 1.449 | 2,99 | ||||
| 2026-02-19 | 13F | Jacobs Equity LLC | 2.839 | 401 | ||||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 2.482 | 3,33 | 0 | |||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 2.669 | 38,51 | 386 | 41,91 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 257 | 0,00 | 37 | 2,78 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6.537 | -0,65 | 946 | 1,83 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 11.932 | -2,07 | 1.727 | -4,38 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 360 | 52 | ||||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 52 | 0,00 | 7 | 0,00 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 12.706 | -1,79 | 1.794 | -2,02 | ||||
| 2026-02-10 | 13F | Inspire Trust Co, N.a. | 98.000 | 15,29 | 13.834 | 15,02 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2.512 | 4,67 | 355 | 4,42 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1.439 | -4,51 | 203 | -4,69 | ||||
| 2026-02-12 | 13F | First Western Trust Bank | 3.158 | 0,00 | 446 | -0,22 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 88 | 12 | ||||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 4.645 | 21,98 | 656 | 22,20 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6.006 | 0,77 | 848 | 0,47 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 3.380 | -27,51 | 477 | -27,62 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 42.661 | -3,61 | 6.173 | -1,18 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 500 | 0,00 | 72 | 2,86 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 123.690 | 153,08 | 17.460 | 152,49 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 3.190 | 0,00 | 488 | 5,18 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 299 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 63.450 | 0,00 | 8.957 | -0,25 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 7.020 | -5,99 | 991 | -6,25 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 2.082 | -1,19 | 301 | 1,35 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 88 | 0,00 | 12 | 0,00 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 1.252 | 0,00 | 177 | -0,56 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 2.471 | 0,00 | 349 | -0,29 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | City Holding Co | 13.735 | -1,14 | 1.988 | 1,33 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 39.123 | 18,40 | 5.523 | 18,12 | ||||
| 2026-01-26 | 13F | American Wealth Advisors, LLC | 133 | 0,00 | 19 | 0,00 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 2.669 | 0,00 | 377 | -0,27 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 227.365 | -0,05 | 32.095 | -0,29 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 326.260 | 21,12 | 46.054 | 20,83 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 171.777 | 2,24 | 24.248 | 2,00 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 536.272 | -2,53 | 75.700 | -2,76 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 160.688 | -11,04 | 18.588 | -27,28 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 7.358 | 1.039 | ||||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 10.316 | 1.456 | ||||||
| 2026-04-09 | 13F | Diversified Management Inc | 11.121 | 80,18 | 1.609 | 84,73 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 3.289 | -31,12 | 476 | -29,53 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 6.088 | -0,54 | 881 | 1,85 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 337.788 | -3,08 | 47.693 | -3,28 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 1.860 | 263 | ||||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 492 | 0,00 | 69 | 0,00 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 41.435 | 5.996 | ||||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 204 | -92,94 | 29 | -93,14 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 1.800 | 254 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 6.100 | -18,67 | 861 | -18,85 | |||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 1.859 | 0,00 | 262 | -0,38 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 12.801 | 0,00 | 1.807 | -0,28 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 2.267 | 0,00 | 328 | 2,50 | ||||
| 2026-02-12 | 13F | Cornerstone Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 35.084 | 25,52 | 4.952 | 25,21 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 443 | 0,00 | 63 | 0,00 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 4.564 | 0,53 | 644 | 0,31 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 1.481 | 209 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 210 | -71,89 | 30 | -72,38 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 11.741 | 0,91 | 1.657 | 0,67 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 7.897 | 15,57 | 1.143 | 18,46 | ||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 1.506 | 0,00 | 218 | 2,36 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 422.327 | 2,36 | 59.616 | 2,11 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 3.565 | 3,21 | 6.599 | -1,96 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 2.097 | -48,82 | 296 | -48,88 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 30.119 | 15,45 | 4 | 33,33 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 2.265 | 0,00 | 328 | 2,51 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 4.414 | 12,17 | 623 | 12,05 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 25.000 | -0,13 | 3.529 | -0,37 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 59.369 | 1,80 | 8.401 | 8,28 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 8.877 | -1,00 | 1.285 | 1,50 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 1.472 | 0,00 | 208 | -0,48 | ||||
| 2026-02-12 | 13F | Tiemann Investment Advisors, Llc | 15.051 | 5,17 | 2.125 | 4,89 | ||||
| 2026-02-11 | 13F | CNB Bank | 164 | 0,00 | 23 | 0,00 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 36.851 | 0,57 | 5.202 | 0,31 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10.843 | 1,97 | 1.531 | 1,73 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 177 | 0,00 | 25 | -4,00 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 19.455 | -0,64 | 2.746 | -0,87 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 6.215 | -1,74 | 957 | 6,10 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 4.316 | 625 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 55.403 | 2,33 | 7.821 | 2,08 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 1.600 | 0,00 | 232 | 2,67 | ||||
| 2026-04-22 | 13F | Chemung Canal Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 526 | 74 | ||||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 1.600 | 0,00 | 226 | -0,44 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Decision Investments, Inc | 1.526 | 0,00 | 221 | 2,33 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 920 | 1,55 | 130 | 0,78 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 15.713 | 2.218 | ||||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 1.007 | -7,02 | 142 | -7,19 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 8.968 | 0,16 | 1.298 | 2,61 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 23.439 | 33,53 | 3.309 | 33,23 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 364 | -0,27 | ||||||
| 2026-04-08 | 13F | Grove Bank & Trust | 2.691 | 1,47 | 389 | 4,01 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 470 | 66 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 2.100 | 0,00 | 304 | 2,36 | ||||
| 2026-02-13 | 13F | WealthTrust Axiom LLC | 2.285 | -1,51 | 323 | -1,83 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 3.927 | 0,72 | 554 | 0,54 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 6.027 | -13,95 | 872 | -11,74 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 8.311 | 0,04 | 1.173 | -0,17 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 5.371 | 0,90 | 758 | 0,66 | ||||
| 2025-11-03 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Commerce Bank | 7.807 | 0,00 | 1.102 | -0,18 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 72.921 | -1,35 | 10.294 | -1,59 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 2.588 | 0,00 | 374 | 2,47 | ||||
| 2026-01-15 | 13F | Private Advisory Group LLC | 5.653 | -1,33 | 798 | -1,60 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 34.040 | 317,82 | 5 | 300,00 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 2.926 | 0,03 | 434 | 5,87 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 7.321 | 11,63 | 1.059 | 14,49 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 3.525 | -4,08 | 510 | -1,54 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 100 | 0,00 | 14 | 0,00 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 2.288 | 0,00 | 323 | -0,31 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 351.517 | -1,26 | 49.740 | 5,02 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 2.288 | 0,00 | 323 | -0,31 | ||||
| 2026-02-10 | 13F | Beaton Management Co. Inc. | 1.640 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 4.809 | -3,76 | 679 | -4,10 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 1.185 | 0,00 | 167 | 0,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 9 | -73,53 | 1 | -75,00 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 162 | 0,00 | 23 | 4,55 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 22.193 | 11,12 | 3.212 | 13,91 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 18 | 0,00 | 3 | 0,00 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 4.464 | 0,00 | 646 | 2,38 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 4.999 | -24,04 | 723 | -22,09 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 1.079 | 0,19 | 152 | 0,00 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 2.633 | 0,00 | 381 | 2,70 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 500 | 0,00 | 72 | 2,86 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 1.450 | 0,00 | 210 | 2,45 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 5.619 | -42,27 | 811 | -41,01 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.370 | 0,00 | 193 | 0,00 | ||||
| 2026-02-17 | 13F | Hyundai Investments Co., Ltd. | 5.854 | 839 | ||||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 75 | 0,00 | 11 | 0,00 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 14.008 | 673,50 | 1.977 | 672,27 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 6.943 | -0,34 | 980 | -0,51 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 30.411 | -3,00 | 4.294 | -3,22 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 1.989 | 10,38 | 288 | 12,99 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4.712 | -3,60 | 682 | -1,16 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 1.459 | 0,00 | 206 | -0,49 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 1.844 | 0,00 | 267 | 2,31 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 767 | -2,42 | 111 | 0,00 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 2.060 | 0,05 | 298 | 2,76 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 10.720 | -0,39 | 1.513 | -0,59 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 1.432 | 0,00 | 207 | 2,48 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 1.174 | 0,00 | 166 | -0,60 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 3.439 | 14,10 | 485 | 13,85 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.085 | 153 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1.685 | 244 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 1.748 | 247 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 188 | 27 | ||||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.465 | 31,82 | 348 | 31,44 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 1.666 | 0,00 | 235 | 0,00 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Connable Office Inc | 3.066 | 433 | ||||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 27.119 | 7,96 | 3.828 | 7,71 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 10.633 | 1.505 | ||||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 2.000 | 282 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 550 | 0,00 | 80 | 2,60 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 597 | 0,17 | 84 | 0,00 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 5.003 | -10,29 | 724 | -8,01 | ||||
| 2026-02-09 | 13F | Cypress Capital Management LLC (WY) | 19.333 | -0,13 | 2.729 | -0,37 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 5.232 | 0,00 | 757 | 2,57 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 21.366 | -2,67 | 3.016 | -2,90 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 1.636 | 0,00 | 231 | -0,43 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 39 | 0,00 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Azimuth Capital Investment Management LLC | 40.970 | -1,21 | 5.783 | -1,45 | ||||
| 2025-10-28 | 13F | Qrg Capital Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 104 | 0,00 | 15 | 7,14 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 101 | 0,00 | 15 | 0,00 | ||||
| 2025-11-06 | 13F | True Link Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Redwood Investment Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 1.996 | -0,94 | 282 | -1,40 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2.039 | -7,65 | 0 | |||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 3.996 | 3,68 | 564 | 3,49 | ||||
| 2026-02-06 | 13F | Harbor Advisory Corp /ma/ | 17.217 | -33,23 | 2.430 | -33,39 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 52.791 | -0,25 | 7.639 | 2,26 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 14.316 | 379,12 | 2.021 | 378,67 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 208 | 285,19 | 31 | 342,86 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 26.746 | 3.870 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 52.878 | 11,59 | 7.464 | 11,32 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 200 | 0,00 | 28 | 0,00 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 2.602 | 79,94 | 377 | 84,31 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 27.627 | 5,33 | 3.998 | 7,97 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 4.134 | -3,23 | 583 | -3,48 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 5.999 | 847 | ||||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 400 | 0,00 | 56 | 0,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 6.715 | -40,45 | 948 | -40,63 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 95 | 0,00 | 13 | 0,00 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 5.000 | 0,00 | 706 | -0,28 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Nixon Peabody Trust Co | 2.928 | 3,83 | 413 | 3,51 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 105 | 0,00 | 15 | 0,00 | ||||
| 2026-02-05 | 13F | Gamco Investors, Inc. Et Al | 1.650 | 0,00 | 233 | -0,43 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 220 | 0,00 | 31 | 0,00 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 150 | 5,63 | 22 | 5,00 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 3.492 | 0,00 | 493 | -0,40 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 8.332 | 5,11 | 1.206 | 7,78 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 160 | 0,00 | 23 | 0,00 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 1.750 | 247 | ||||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 38.747 | 0,01 | 5.470 | -0,24 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 10.139 | 21,03 | 1.431 | 20,76 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 68.159 | -0,48 | 10 | 0,00 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 1.561 | 0,00 | 220 | 0,00 | ||||
| 2026-04-23 | 13F | Simmons Bank | 4.224 | -20,57 | 611 | -18,53 | ||||
| 2025-11-05 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 26 | 4 | ||||||
| 2026-01-26 | 13F | Thomasville National Bank | 14.438 | -0,65 | 2.038 | -0,88 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 308 | 0,00 | 45 | 2,33 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 66.069 | -7,35 | 9.326 | -7,57 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 1.410 | -3,09 | 206 | 0,00 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 4.278 | 0,05 | 604 | -0,33 | ||||
| 2025-11-10 | 13F | Rossby Financial, LCC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 1.620 | -21,93 | 229 | -22,18 | ||||
| 2026-02-13 | 13F | Aft, Forsyth & Company, Inc. | 11.824 | 0,08 | 1.669 | -0,12 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 182 | -0,55 | 26 | 0,00 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 400 | 56 | ||||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 54.289 | 1,51 | 7.663 | 1,27 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 12.528 | -1,26 | 1.768 | -1,50 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 22.654 | 80,48 | 3.198 | 80,01 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 7.785 | -2,03 | 1.099 | -2,31 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 169 | 0,00 | 24 | 4,35 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 2.318 | -0,04 | 335 | 2,45 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 424 | 5,47 | 0 | |||||
| 2026-02-11 | 13F | Goodman Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 4.025 | 0,00 | 568 | -0,18 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 3.952 | 0,00 | 572 | 2,51 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 411 | 0,00 | 58 | 0,00 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.343 | 0,47 | 339 | 3,04 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 67.700 | 2,47 | 10 | 0,00 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 358 | 0,00 | 52 | 2,00 | ||||
| 2026-02-12 | 13F | Fuller & Thaler Asset Management, Inc. | 5.240 | 740 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 32.370 | 415,12 | 4.569 | 413,95 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 21 | -70,42 | 3 | -80,00 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 4.098 | 0,10 | 605 | 4,85 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 658 | 0,00 | 95 | 3,26 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3.028 | -0,79 | 438 | 1,86 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 86 | 0,00 | 12 | 0,00 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 157.632 | -0,03 | 22.811 | 2,48 | ||||
| 2026-02-12 | 13F | Betterment LLC | 3.393 | 8,78 | 0 | |||||
| 2026-03-31 | 13F | Sankala Group LLC | 93 | 0,00 | 13 | -7,14 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 3.643 | 0,00 | 514 | -0,19 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 51.467 | 1,71 | 7.265 | 1,48 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 10 | 0,00 | 1 | 0,00 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 7.066 | 3,15 | 997 | 2,89 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 1.579 | -1,31 | 223 | -1,33 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 309 | -24,26 | 44 | -24,56 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 216.586 | 6,04 | 30.573 | 6,05 | ||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 8.407 | 1,73 | 1.187 | 1,45 | ||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.007 | -0,10 | 146 | 2,11 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 5.465 | -11,07 | 791 | -8,88 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Destiny Capital Corp/CO | 5.185 | 732 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 11.169 | -49,00 | 1.577 | -49,13 | ||||
| 2026-02-24 | 13F | Stone Wealth Partners | 26.093 | 3.683 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 588 | 0,00 | 83 | 13,70 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 4.718 | 0,00 | 666 | -0,30 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 10.285 | -0,09 | 1.504 | 2,59 | ||||
| 2026-01-15 | 13F | Dominguez Wealth Management Solutions, Inc. | 14.527 | 5,36 | 2.051 | 5,07 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 246.098 | 4,58 | 34.739 | 4,33 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 2.224 | 0,00 | 314 | -0,32 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 68.350 | -2,57 | 9.889 | -0,14 | ||||
| 2025-11-10 | 13F | DecisionPoint Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | All Terrain Financial Advisors, LLC | 2.755 | -0,25 | 389 | -0,51 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 474 | 0,00 | 67 | -1,49 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 224 | 0,00 | 32 | 0,00 | ||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 133.577 | -5,15 | 18.856 | -5,37 | ||||
| 2026-03-05 | 13F | Cedarwood Wealth LLC | 2.220 | 334 | ||||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Brown Advisory Inc | 836.147 | 55,90 | 118.031 | 55,52 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 51.092 | 0,82 | 7.394 | 2,27 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 70 | 0,00 | 10 | 11,11 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 2.817 | 1,08 | 408 | 3,56 | ||||
| 2026-04-02 | 13F/A | Soltis Investment Advisors LLC | 17.093 | 4,72 | 2.413 | 4,46 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 4.347 | 0,23 | 614 | 0,00 |
