Grundlæggende statistik
| Institutionelle ejere | 1511 total, 1507 long only, 0 short only, 4 long/short - change of 2,64% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9754 % - change of 0,11% MRQ |
| Institutionelle aktier (lange) | 100.267.829 (ex 13D/G) - change of -3,84MM shares -3,69% MRQ |
| Institutionel værdi (lang) | $ 37.096.777 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Russell 1000 ETF (US:IWB) har 1511 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 100,267,829 aktier. Største aktionærer omfatter Jones Financial Companies Lllp, Fmr Llc, Bank Of America Corp /de/, Envestnet Asset Management Inc, M&t Bank Corp, Northern Trust Corp, LPL Financial LLC, Pnc Financial Services Group, Inc., BlackRock, Inc., and Morgan Stanley .
iShares Trust - iShares Russell 1000 ETF (ARCA:IWB) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 16, 2026 is 366,29 / share. Previously, on March 17, 2025, the share price was 311,37 / share. This represents an increase of 17,64% 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.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-23 | 13F | Gilbert Capital Group, Inc. | 1.755 | -9,40 | 655 | -7,36 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 423 | -15,74 | 158 | -14,21 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 557 | 1,83 | 208 | 3,50 | ||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 22.757 | -0,48 | 8.498 | 1,69 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 33.698 | -1,99 | 12.584 | 0,15 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 921 | 0,00 | 344 | 2,08 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 6.979 | 0,00 | 2.606 | 2,20 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | 0,00 | 59 | 1,75 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 640 | 239 | ||||||
| 2026-01-12 | 13F | ONE Advisory Partners, LLC | 2.535 | -0,28 | 947 | 2,27 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 5.149 | 0,19 | 1.923 | 2,34 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 9.449 | 87,07 | 3.555 | 93,05 | ||||
| 2026-01-21 | 13F | Mayport, Llc | 2.352 | 878 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.611.305 | 0,80 | 601.726 | 3,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 650 | 3,34 | 243 | 5,68 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 9.063 | -2,55 | 3.385 | -0,44 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 3.613 | 0,00 | 1.349 | 2,20 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 75 | 0,00 | 28 | 3,70 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 1.306 | -8,22 | 488 | -6,35 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 6.414 | 19,46 | 2.396 | 22,07 | ||||
| 2026-01-14 | 13F | Eastern Bank | 1.927 | -8,63 | 720 | -6,62 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Arcadia Investment Management Corp/mi | 70 | 0,00 | 26 | 4,00 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 204.201 | 29,76 | 76.257 | 32,58 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 40 | 0,00 | 15 | 0,00 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 18.432 | 0,57 | 6.883 | 2,76 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 1.714 | 0,88 | 640 | 3,06 | ||||
| 2026-01-20 | 13F | Partners Wealth Management, Llc | 1.352 | 0,00 | 505 | 2,02 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 61 | 0,00 | 23 | 0,00 | ||||
| 2026-02-11 | 13F | Napier Financial, LLC | 152.542 | 56.965 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 10.502 | -34,96 | 3.922 | -33,55 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 579 | 216 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 3.600 | 1.344 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 79.320 | -0,93 | 29.621 | 1,23 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 365.557 | 133.604 | ||||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 12.350 | 5,80 | 4.612 | 8,09 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 2.526 | -27,46 | 943 | -25,86 | ||||
| 2026-01-26 | 13F | Abundance Wealth Counselors | 1.007 | 0,00 | 376 | 2,17 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 692 | -66,87 | 258 | -66,19 | ||||
| 2026-01-14 | 13F | Verum Partners LLC | 2.273 | -0,31 | 849 | 1,80 | ||||
| 2025-11-03 | 13F | Traynor Capital Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 764 | 0,00 | 287 | 3,24 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 952 | 0,00 | 356 | 2,31 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.297.491 | -2,59 | 857.975 | -0,47 | ||||
| 2026-02-13 | 13F | United Bank | 650 | 0,00 | 243 | 2,11 | ||||
| 2026-02-05 | 13F | Bayshore Capital Advisors, LLC | 15.776 | 5.891 | ||||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 4.346 | 7,81 | 1.623 | 8,56 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 4.387 | -3,43 | 1.638 | -1,33 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 730 | 0,00 | 273 | 2,26 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 1.622 | 0,06 | 615 | 1,49 | ||||
| 2026-02-06 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 2.867 | 0,00 | 1.071 | 2,20 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 8.950 | 449,75 | 3.342 | 461,68 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 5.737 | 2,78 | 2.142 | 5,00 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 53.867 | 0,42 | 20 | 5,26 | ||||
| 2026-01-28 | 13F | Bigelow Investment Advisors, LLC | 670 | -6,94 | 250 | -4,94 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 18.802 | -19,10 | 7.021 | -17,34 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 5.942 | 0,00 | 2.219 | 2,16 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.164.954 | -0,31 | 435.040 | 1,86 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 7.107 | 5,73 | 2.654 | 8,06 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 1.836 | 24,14 | 686 | 26,85 | ||||
| 2026-01-27 | 13F | Highview Capital Management LLC/DE/ | 760 | 0,00 | 284 | 2,17 | ||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 814 | 304 | ||||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 3.640 | 1.359 | ||||||
| 2026-02-13 | 13F | Portfolio Resources Advisor Group, Inc. | 13.087 | 4.887 | ||||||
| 2025-10-15 | 13F | Marshall & Sullivan Inc /wa/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 371 | 0,00 | 139 | 2,22 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 14.485 | -6,60 | 5.409 | -4,57 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 29 | 0,00 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 6.440 | 157,60 | 2.405 | 163,31 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 134.715 | -2,88 | 50.308 | -0,76 | ||||
| 2026-02-12 | 13F | Ardent Capital Management, Inc. | 5.902 | 0,00 | 2.204 | 2,18 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 1.403 | 0,00 | 524 | 2,15 | ||||
| 2026-01-13 | 13F | Stableford Capital Ii Llc | 1.239 | 463 | ||||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 3.328 | 0,00 | 1.243 | 2,14 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 837 | 0,00 | 313 | 2,30 | ||||
| 2026-01-15 | 13F | Northstar Advisory Group, LLC | 564 | 0,18 | 211 | 2,44 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 14.944 | 6,59 | 5.581 | 8,90 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 2.841 | -24,00 | 1.061 | -22,33 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 1.319 | 0,92 | 501 | 4,60 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 42.295 | 285,48 | 15.795 | 293,96 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 31.779 | 0,00 | 11.868 | 2,18 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 1.768 | 2,14 | 660 | 4,43 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 178 | 0,00 | 66 | 3,13 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 2.462 | 0,12 | 920 | 2,34 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 24.105 | 11,90 | 8.810 | 20,44 | ||||
| 2026-02-05 | 13F | Abacus Wealth Partners, LLC | 1.281 | 2,81 | 478 | 5,05 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 7.924 | 3,04 | 2.959 | 5,27 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 8.498 | 462,78 | 3.106 | 505,46 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 326.569 | -0,46 | 121.954 | 1,71 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 31.217 | 21,87 | 11.658 | 34,02 | ||||
| 2026-01-30 | 13F | Towneley Capital Management, Inc / DE | 2.096 | 783 | ||||||
| 2026-02-12 | 13F | Index Technologies Group LLC | 1.668 | 623 | ||||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 557 | 208 | ||||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 300 | 0,00 | 112 | 2,75 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 51.368 | -5,31 | 19.183 | -3,25 | ||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 228 | -17,99 | 85 | -15,84 | ||||
| 2026-01-02 | 13F | LBJ Family Wealth Advisors, Ltd. | 4.646 | 0,22 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 99 | 0,00 | 37 | 0,00 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 1.111 | 0,00 | 415 | 1,97 | ||||
| 2026-02-10 | 13F | Crestmont Private Wealth LLC | 13.070 | 189,03 | 4.881 | 195,40 | ||||
| 2026-01-23 | 13F | Ami Asset Management Corp | 1.760 | 657 | ||||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 1.385 | -5,53 | 505 | 2,02 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 548 | 205 | ||||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 608 | 0,00 | 227 | 2,25 | ||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 1.100 | 0,00 | 411 | 1,99 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.389 | 1.410,03 | 3.880 | 1.445,42 | ||||
| 2026-01-21 | 13F | Nestegg Advisors, Inc. | 1.352 | 0,00 | 505 | 2,02 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 12.465 | -0,02 | 4.655 | 2,15 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 77.471 | -2,21 | 28.931 | -0,09 | ||||
| 2026-01-22 | 13F | Personal Cfo Solutions, Llc | 931 | 348 | ||||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 33.477 | 0,54 | 12.502 | 2,73 | ||||
| 2026-02-03 | 13F | Hemenway Trust Co LLC | 2.590 | -3,00 | 967 | -0,82 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 7.098 | 0,00 | 2.651 | 2,16 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 300 | 0,00 | 112 | 2,75 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 35.589 | 1,18 | 13 | 8,33 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 3.420 | -0,44 | 1.277 | 1,75 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 4.323 | -1,73 | 1.614 | 0,44 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 123.791 | -0,88 | 46.228 | 1,28 | ||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 7.222 | -0,41 | 2.697 | 1,74 | ||||
| 2026-01-07 | 13F | Parisi Gray Wealth Management | 4.722 | -0,04 | 1.763 | 2,14 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 872 | -2,90 | 326 | -0,91 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 2.036 | 13,93 | 760 | 16,39 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 20.452 | -4,03 | 7.637 | -1,94 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 3.613 | -97,97 | 1.349 | -97,93 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 1.406 | 0,00 | 525 | 2,34 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 1.754 | 0,00 | 655 | 2,18 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 813 | 304 | ||||||
| 2026-02-11 | 13F | Fiera Capital Corp | 7.542 | 0,00 | 2.816 | 2,18 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 583 | 0,00 | 0 | |||||
| 2026-01-12 | 13F | Shira Ridge Wealth Management | 576 | 0,00 | 215 | 2,38 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 5.092 | 1.902 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 4.914.890 | 11,47 | 1.835.416 | 13,90 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 8.291 | 0,13 | 3.096 | 2,31 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 17.322 | -4,32 | 6.469 | -2,24 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 4.772 | 0,00 | 1.782 | 2,18 | ||||
| 2025-10-20 | 13F | BluePath Capital Management, LLC | 565 | 206 | ||||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 754 | -0,13 | 282 | 2,18 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 12.306 | -5,24 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | Maryland State Retirement & Pension System | 16.182 | 39,02 | 6.043 | 42,05 | ||||
| 2026-02-13 | 13F | Alcosta Capital Management, Inc. | 1.808 | -0,50 | 675 | 1,66 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16.189 | -3,77 | 6.008 | -1,70 | ||||
| 2026-01-15 | 13F | Fulcrum Capital LLC | 957 | 0,00 | 357 | 2,29 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 22.086 | -29,58 | 8.248 | -28,05 | ||||
| 2026-01-09 | 13F | IFS Advisors, LLC | 2.141 | 0,00 | 800 | 2,17 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Mainstay Capital Management Llc /adv | 8.498 | -9,34 | 3.173 | -7,38 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 1.961 | -20,15 | 732 | -18,39 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 923 | 3,36 | 345 | 5,52 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | New Wave Wealth Advisors Llc | 10.360 | 32,65 | 3.869 | 35,53 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 4.504 | 1.682 | ||||||
| 2026-02-17 | 13F | Campion Asset Management LLC | 23.757 | -25,96 | 8.872 | -24,35 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 1.715 | 0,00 | 640 | 2,24 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 17.274 | -10,49 | 6.451 | -8,55 | ||||
| 2026-01-29 | 13F | Aspen Capital Management, LLC | 14.975 | -1,83 | 5.592 | 0,30 | ||||
| 2026-01-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 2.573 | 0,12 | 1 | |||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 16 | 6 | ||||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 673 | 163,92 | 251 | 169,89 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 5.112 | -1,29 | 1.909 | 0,90 | ||||
| 2026-01-21 | 13F | Wernau Asset Management Inc. | 1.060 | 0,00 | 396 | 2,07 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 2.789 | 1.042 | ||||||
| 2026-02-13 | 13F | JustInvest LLC | 3.894 | -18,52 | 1.454 | -16,82 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 6.793 | 0,76 | 2.561 | 3,47 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 1.209 | -93,52 | 451 | -93,39 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 8.873 | 0,08 | 3.313 | 2,25 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 29.239 | -1,01 | 10.919 | 1,15 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 6.644 | 0,00 | 2.481 | 2,18 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 2.230 | -4,50 | 833 | -2,46 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 763 | 1,87 | 285 | 4,03 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 22.351 | -1,19 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 792.517 | 0,37 | 295.957 | 2,56 | ||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 1.919 | -3,71 | 717 | -1,65 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 1.070 | 86,09 | 399 | 90,91 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 1.670 | 6,37 | 624 | 8,73 | ||||
| 2026-01-23 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 13.623 | 20,24 | 5.087 | 22,87 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | Put | 1.400 | 523 | |||||
| 2026-01-29 | 13F | Comerica Bank | 535.026 | 0,08 | 199.800 | 2,26 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 28.058 | -4,04 | 10.478 | -1,96 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 4.475 | 1,87 | 1.671 | 4,11 | ||||
| 2026-02-02 | 13F | Summit Place Financial Advisors, LLC | 682 | 0,00 | 255 | 2,01 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 25.497 | -0,76 | 9.522 | 1,41 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 13.141 | -0,01 | 4.907 | 2,17 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 327 | 0,00 | 122 | 0,00 | ||||
| 2025-10-21 | 13F | Amplius Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 5.836 | -7,79 | 2.179 | -5,75 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Kendall Capital Management | 4.168 | 12,89 | 1.556 | 15,34 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 85.671 | 0,03 | 31.993 | 2,21 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 3.408 | -1,02 | 1.273 | 1,11 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 85.154 | -0,39 | 31.800 | 1,79 | ||||
| 2026-01-29 | 13F | Matisse Capital | 567 | -2,24 | 212 | 0,00 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 592 | -4,05 | 221 | -1,78 | ||||
| 2025-11-14 | 13F | Concord Investment Counsel Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 1.033 | -1,62 | 386 | 0,52 | ||||
| 2026-01-26 | 13F | Global Wealth Management, LLC | 1.857 | 0,27 | 694 | 2,51 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 390 | 0,00 | 146 | 2,11 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 643 | 0,00 | 240 | 2,13 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 23.480 | -2,06 | 8.768 | 7,71 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 119.231 | -1,58 | 44.526 | 0,56 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 1.833 | 0,00 | 685 | 2,24 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 3.624 | -2,03 | 1.353 | 0,15 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 367 | 37,45 | 137 | 41,24 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 1.836 | -1,08 | 686 | 1,03 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 1.021 | 0,00 | 381 | 2,14 | ||||
| 2026-02-17 | 13F | Creative Planning | 657.338 | 0,32 | 245.476 | 2,50 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 2.157 | 0,19 | 808 | 2,80 | ||||
| 2026-01-29 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 2.921 | 21,05 | 1.091 | 23,72 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 750 | 0,00 | 280 | 2,19 | ||||
| 2026-01-23 | 13F | Parthenon Llc | 1.980 | 0,00 | 739 | 2,21 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 17.595 | -6,15 | 6.571 | -4,12 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 1.012 | -30,92 | 378 | -29,53 | ||||
| 2026-01-14 | 13F | Neumann Capital Management, LLC | 3.938 | 0,00 | 1.471 | 2,15 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 17.767 | -0,22 | 6.635 | 1,94 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jump Financial, LLC | 5.051 | -59,35 | 1.886 | -58,47 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 42 | 16 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 12.921 | -1,52 | 4.825 | 0,63 | ||||
| 2026-02-12 | 13F | Advocate Investing Services LLC | 83 | 31 | ||||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 5.506 | 18,87 | 2.056 | 21,51 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 1.249 | -11,04 | 466 | -9,16 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 6.727 | 10,24 | 2.555 | 14,12 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 12.634 | -2,53 | 4.718 | -0,40 | ||||
| 2026-02-10 | 13F | Palatine Hill Wealth Management, LLC | 2.509 | 937 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 975 | -3,94 | 364 | -1,89 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 87.394 | -1,25 | 32.637 | 0,90 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 1.458 | 544 | ||||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 5.223 | 0,00 | 1.955 | 2,41 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 8.828 | -3,12 | 3.297 | -1,02 | ||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 7.303 | 0,19 | 2.669 | 7,84 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 31.256 | -1,47 | 11.672 | 0,68 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 810 | -55,42 | 302 | -54,45 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 7.176 | 0,00 | 2.680 | 2,17 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 2.607 | -12,66 | 974 | -10,73 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 953 | 0,00 | 363 | 4,02 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 6.354 | 6,11 | 2.373 | 8,41 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 687 | 9,57 | 257 | 11,79 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 285 | 0,00 | 108 | 4,85 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 5.771 | -0,12 | 2 | 0,00 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 14 | 5 | ||||||
| 2026-02-10 | 13F | Quantbot Technologies LP | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | K.J. Harrison & Partners Inc | 1.443 | 0,00 | 539 | 1,51 | ||||
| 2026-01-16 | 13F | Linden Thomas Advisory Services, LLC | 796 | 297 | ||||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1.033 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 724 | 0,00 | 270 | 2,27 | ||||
| 2026-02-12 | 13F | Xxi Wealth, Llc | 636 | 238 | ||||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 252.707 | -16,47 | 94.371 | -14,65 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 2.381 | 0,59 | 889 | 2,77 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 7.258 | -3,06 | 2.712 | -0,88 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 3.336 | 0,30 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Fmr Llc | 9.844.192 | -1,32 | 3.676.215 | 0,83 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 5.460 | -0,24 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.955.205 | 12,38 | 730.139 | 14,83 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 7.830 | -3,51 | 2.924 | -1,42 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 863 | 0,00 | 322 | 2,22 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 5.120 | 1,43 | 1.912 | 3,69 | ||||
| 2026-01-22 | 13F | Charter Trust Co | 822 | 0,00 | 307 | 2,00 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 108.548 | -1,03 | 40.536 | 1,13 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 3.331 | 0,00 | 1.244 | 2,14 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 12.335 | -92,87 | 4.606 | -92,71 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 7.757 | -12,26 | 2.897 | -10,37 | ||||
| 2026-02-06 | 13F | Gutierrez Wealth Advisory, LLC | 2.343 | 0,30 | 875 | 2,58 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 889 | 0,11 | 332 | 2,16 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 787 | 0,00 | 294 | 2,09 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 13.757 | -0,47 | 5.137 | 1,70 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 568 | 52,28 | 212 | 55,88 | ||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 883 | 0,00 | 330 | 2,17 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 215 | 0,00 | 80 | 2,56 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 2.403 | 0,00 | 897 | 2,16 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 17.597 | 26,45 | 6.571 | 29,20 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 81.968 | 8,60 | 30.610 | 10,96 | ||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 764 | 0,00 | 289 | 3,96 | ||||
| 2026-02-09 | 13F | Optimist Retirement Group LLC | 3.542 | 0,00 | 1.323 | 2,16 | ||||
| 2025-09-25 | NP | WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares | 760 | -37,70 | 264 | -29,11 | ||||
| 2026-01-26 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 591 | 7,85 | 221 | 10,00 | ||||
| 2026-02-11 | 13F | Boston Research & Management Inc | 768 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 1.166 | 0,00 | 435 | 2,11 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 117 | 0,00 | 44 | 2,38 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 3.263 | 0,00 | 1.219 | 2,18 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 186 | 0,00 | 69 | 2,99 | ||||
| 2026-02-12 | 13F | LWM Advisory Services, LLC | 2.294 | 3,38 | 857 | 5,55 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 10.930 | 0,00 | 4.082 | 2,18 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 3.313 | -0,45 | 1.237 | 1,73 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 117 | 0 | ||||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 291.167 | -3,47 | 108.733 | -1,37 | ||||
| 2026-02-12 | 13F | Equity Investment Corp | 71.179 | 26.581 | ||||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 11.476 | 3,06 | 4.286 | 5,31 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 979 | -0,20 | 366 | 2,24 | ||||
| 2026-02-05 | 13F | Roberts Glore & Co Inc /il/ | 619 | 0,00 | 231 | 2,21 | ||||
| 2026-01-05 | 13F | Argent Capital Management Llc | 199.085 | 74.346 | ||||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 2.334 | 0,00 | 872 | 2,11 | ||||
| 2026-02-04 | 13F | AGH Wealth Advisors, LLC | 625 | 0,00 | 233 | 2,19 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 818 | 0,12 | 305 | 2,35 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 14.923 | 0,28 | 5.573 | 2,45 | ||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 4.244 | 0,00 | 1.585 | 2,13 | ||||
| 2026-01-12 | 13F | Accelerate Investment Advisors LLC | 1.991 | 0,61 | 743 | 2,77 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 810 | 18,77 | 302 | 21,29 | ||||
| 2026-02-04 | 13F | Boston Private Wealth Llc | 8.840 | 5,94 | 3.301 | 8,27 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 6.020 | -2,05 | 2.248 | 0,09 | ||||
| 2026-02-12 | 13F | Penobscot Wealth Management | 2.800 | 0,00 | 1.046 | 2,15 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 11 | 4 | ||||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 2.824 | 0,00 | 1.055 | 2,13 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 56.894 | -1,94 | 21 | 0,00 | ||||
| 2026-02-06 | 13F | Yanni & Associates Investment Advisors, LLC | 1.643 | 614 | ||||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 627 | -3,98 | 234 | -1,68 | ||||
| 2026-02-13 | 13F | GQG Partners LLC | 17.826 | 359,55 | 6.657 | 369,46 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 1.072 | 29,78 | 0 | |||||
| 2026-01-15 | 13F | Cherry Creek Investment Advisors, Inc. | 1.848 | 0,22 | 690 | 2,37 | ||||
| 2026-01-13 | 13F | Norden Group Llc | 1.972 | 0,05 | 736 | 2,22 | ||||
| 2026-01-28 | 13F | FORM Wealth Advisors, LLC | 1.840 | -9,18 | 687 | 0,00 | ||||
| 2026-01-16 | 13F | M3 Advisory Group, LLC | 1.338 | 0,22 | 500 | 2,46 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 86 | 32 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 631.389 | 1,15 | 235.786 | 3,36 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 166.068 | -6,17 | 62.016 | -4,12 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 42.063 | -3,77 | 16 | 0,00 | ||||
| 2026-02-04 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 791.000 | 0,00 | 295.391 | 2,18 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 118 | 44 | ||||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 1.005 | 0,00 | 378 | 2,72 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 102 | 17,24 | 38 | 19,35 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 775.933 | 3,29 | 289.765 | 5,54 | ||||
| 2026-01-23 | 13F | Westbourne Investment Advisors, Inc. | 2.380 | -4,80 | 889 | -2,74 | ||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 11.761 | 0,38 | 4.161 | -2,83 | ||||
| 2026-01-23 | 13F | Ashford Advisors, LLC | 9.105 | 0,00 | 3.400 | 2,19 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 496 | 0,00 | 185 | 2,21 | ||||
| 2025-11-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 8.703 | 2,21 | 3.250 | 4,43 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 445 | 0,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 281.876 | 136,20 | 105.054 | 140,86 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 6.793 | -7,28 | 2.537 | -5,27 | ||||
| 2026-01-27 | 13F | Stordahl Capital Management, Inc. | 4.474 | 0,00 | 1.671 | 2,14 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 589 | 0,00 | 220 | 1,86 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 869 | 0,00 | 325 | 2,21 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 5.009 | 0,00 | 1.871 | 2,19 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 547 | 204 | ||||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 2.205 | 0,00 | 823 | 2,24 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.646 | 0,00 | 615 | 2,16 | ||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 24 | 8 | ||||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 27.162 | 0,00 | 10.143 | 2,18 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 44.467 | -1,28 | 16.606 | 0,87 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 562 | 0,00 | 210 | 1,95 | ||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 985 | 368 | ||||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 1.542 | 0,00 | 576 | 2,13 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Atria Investments Llc | 8.003 | 46,17 | 2.989 | 49,40 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 2.815 | -10,78 | 1.051 | -8,85 | ||||
| 2026-01-22 | 13F | Venturi Wealth Management, LLC | 2.945 | 0,00 | 1.100 | 2,14 | ||||
| 2026-01-26 | 13F | Seneca Financial Advisors LLC | 14.061 | -4,21 | 5.251 | -2,11 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 169.602 | 97,52 | 63.336 | 101,83 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 85.348 | -3,43 | 31.872 | -1,33 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 3.200 | 22,65 | 1.195 | 25,39 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 2.088 | -1,74 | 780 | 0,39 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 1.510 | 564 | ||||||
| 2026-01-15 | 13F | Arcadia Investment Advisors Llc | 24.478 | -0,91 | 9.141 | 1,25 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 1.711 | 0,00 | 639 | 2,08 | ||||
| 2026-02-17 | 13F | Marin Bay Wealth Advisors, LLC | 713 | 266 | ||||||
| 2026-02-05 | 13F | Rossmore Private Capital | 6.095 | 0,00 | 2.276 | 2,20 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 186.418 | -8,49 | 69.616 | 93.974,32 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 612 | 0,00 | 229 | 2,24 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 3.168 | -3,03 | 1.192 | -0,25 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 876 | 327 | ||||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 6.785 | 0,98 | 2.534 | 3,18 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 343 | -54,63 | 128 | -53,62 | ||||
| 2026-02-04 | 13F | H&H Retirement Design & Management INC | 9.946 | 2,78 | 3.785 | 4,82 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 806 | 0,00 | 301 | 2,04 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 2.038 | 0,00 | 761 | 2,28 | ||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 1.855 | 0,00 | 693 | 2,22 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 14.352 | -6,42 | 5.245 | 0,73 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 6.332 | -0,02 | 2.365 | 2,16 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 81 | 24,62 | 30 | 30,43 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 17 | 0,00 | 6 | 0,00 | ||||
| 2026-01-28 | 13F | Builder Investment Group Inc /adv | 793 | 0,00 | 296 | 2,42 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 1.274 | -21,11 | 476 | -19,49 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 4.301 | 0,00 | 1.606 | 2,23 | ||||
| 2026-02-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Weaver Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 2.194 | 0,00 | 819 | 2,25 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 1.152 | 0,26 | 430 | 2,38 | ||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 550 | 0,00 | 205 | 1,99 | ||||
| 2026-01-14 | 13F | CPR Investments Inc. | 1.284 | -9,89 | 480 | -7,88 | ||||
| 2026-02-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 499.000 | 8,01 | 186.347 | 10,36 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 2.412 | 901 | ||||||
| 2026-01-20 | 13F | Signaturefd, Llc | 2.293 | -0,43 | 856 | 1,78 | ||||
| 2026-02-10 | 13F | Ade, Llc | 5.494 | 0,07 | 2.052 | 2,24 | ||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 2.007 | 0,00 | 749 | 2,18 | ||||
| 2026-02-04 | 13F | Nwam Llc | 2.196 | 176,92 | 823 | 181,85 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 1.514 | 17,27 | 565 | 19,96 | ||||
| 2026-01-28 | 13F | Nicholson Meyer Capital Management, Inc. | 36.141 | -1,92 | 13.496 | 0,22 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 2.816 | -38,43 | 1.051 | -37,10 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 117.462 | 882,70 | 43.865 | 904,21 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 1.488 | 0,00 | 556 | 2,21 | ||||
| 2026-01-22 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 94.964 | -1,51 | 36.034 | 2,26 | ||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 8.792 | -0,27 | 3.283 | 1,89 | ||||
| 2026-01-21 | 13F | Rydar Equities, Inc. | 719 | 0,28 | 269 | 1,90 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 11.948 | 0,26 | 4.462 | 2,43 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 4.482 | -3,59 | 1.674 | -3,13 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 105 | 0,00 | 39 | 2,63 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 31.788 | 83,15 | 11.871 | 87,14 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 538 | 201 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 179.752 | 2,14 | 67.127 | 4,37 | ||||
| 2026-02-12 | 13F | Xponance, Inc. | 5.557 | -46,47 | 2.075 | -45,31 | ||||
| 2026-01-14 | 13F | Mb, Levis & Associates, Llc | 114 | 0,00 | 43 | 2,44 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.089.875 | -30,29 | 780.444 | -28,77 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 50 | 0,00 | 19 | 0,00 | ||||
| 2026-01-05 | 13F | Legacy Wealth Management, LLC / MS | 900 | 336 | ||||||
| 2026-02-17 | 13F | Kemnay Advisory Services Inc. | 660 | 246 | ||||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 5.155 | 9,61 | 1.925 | 12,05 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 3.692 | -1,20 | 1.379 | 0,95 | ||||
| 2025-09-24 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 46.725 | 26,75 | 16.230 | 44,51 | ||||
| 2026-01-28 | 13F | Cortland Associates Inc/mo | 3.038 | 0,00 | 1.135 | 2,25 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 2.691.766 | -2,12 | 1.005.213 | 0,01 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 1.104 | 0,09 | 412 | 2,23 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 28.378 | 17,37 | 10.597 | 19,93 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 544 | 203 | ||||||
| 2026-01-23 | 13F | Eagle Bay Advisors LLC | 6.473 | -4,43 | 2.417 | -2,34 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 4.570 | 0,00 | 1.707 | 2,16 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 2.971 | -1,00 | 1.110 | 1,19 | ||||
| 2026-02-10 | 13F | Chartist Inc /ca/ | 39.795 | -2,37 | 14.861 | -0,25 | ||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 14.194 | -12,04 | 5.301 | -10,12 | ||||
| 2026-01-26 | 13F | SMART Wealth LLC | 633 | 236 | ||||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 368 | 0,00 | 137 | 2,24 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 6.376 | 13,90 | 2.381 | 16,43 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 3.023 | -1,72 | 1.129 | 0,36 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 6.590 | 2.495 | ||||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 58 | -12,12 | 21 | -4,55 | ||||
| 2026-02-17 | 13F | Johns Hopkins University | 264.479 | 0,00 | 98.767 | 2,18 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 2.076 | 775 | ||||||
| 2026-01-21 | 13F | Crews Bank & Trust | 116 | 0,00 | 43 | 2,38 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 5 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 17.233 | 7,12 | 6.435 | 9,46 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 25.335 | -1,60 | 9.461 | 0,54 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 232 | 0,00 | 87 | 2,38 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 26.923 | 6.698 | ||||||
| 2026-02-10 | 13F | Advisor Resource Council | 10.933 | 140,87 | 4.128 | 148,97 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 1.102 | 0,00 | 412 | 2,24 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 6.486 | -2,04 | 2.422 | 0,12 | ||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 788 | 0,00 | 294 | 2,44 | ||||
| 2026-02-06 | 13F | Daido Life Insurance Co | 97.981 | 0,00 | 37 | 2,86 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 620 | 0,16 | 231 | 2,21 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 21.323 | -2,05 | 7.963 | 0,08 | ||||
| 2025-10-21 | 13F | Vishria Bird Financial Group, LLC | 4.182 | 0,00 | 1.528 | 7,61 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 969 | -0,92 | 362 | 1,40 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 866 | 0,00 | 323 | 2,22 | ||||
| 2025-09-26 | NP | WLTG - WealthTrust DBS Long Term Growth ETF | 13.454 | 25,54 | 4.673 | 43,12 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 14.110 | -10,01 | 5.269 | -8,05 | ||||
| 2026-01-07 | 13F | Fragasso Group Inc. | 7.631 | -3,78 | 2.850 | -2,23 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 200.186 | -1,11 | 74.758 | 1,04 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6.497 | -3,25 | 2.426 | -1,14 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 1.490 | 0,00 | 556 | 2,21 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 10.936 | 5,15 | 4.084 | 7,45 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 290 | 0,00 | 109 | 2,83 | ||||
| 2026-02-13 | 13F | Chandler Asset Management, Inc. | 3.000 | 0,00 | 1.120 | 2,19 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 1.760 | 0,06 | 643 | 7,71 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 2.117 | 0,00 | 791 | 2,20 | ||||
| 2026-01-08 | 13F | Pine Haven Investment Counsel, Inc | 1.620 | -0,61 | 605 | 1,51 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 11.408 | -3,44 | 4.260 | -1,34 | ||||
| 2026-01-15 | 13F | Scharf Investments, Llc | 8.313 | 3.105 | ||||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 430 | 0,00 | 161 | 1,91 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 1.285 | 0,31 | 480 | 2,35 | ||||
| 2025-09-24 | NP | IRTR - iShares LifePath Retirement ETF | 17.334 | 41,50 | 6.021 | 61,33 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 37.739 | -0,26 | 14.093 | 1,91 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 17.487 | -0,31 | 6.530 | 1,86 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 535.259 | -10,15 | 199.887 | -8,19 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 13.816 | 5,84 | 5.159 | 8,16 | ||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 5.757 | 0,00 | 2.150 | 2,14 | ||||
| 2026-02-05 | 13F | Isthmus Partners, Llc | 795 | 0,00 | 297 | 2,07 | ||||
| 2025-11-13 | 13F | Goodman Advisory Group, LLC | 0 | 0 | ||||||
| 2026-02-06 | 13F | Adell Harriman & Carpenter Inc | 993 | 0,00 | 371 | 2,21 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Lcnb Corp | 2.565 | 0,00 | 958 | 2,13 | ||||
| 2026-01-14 | 13F | USA Financial Portformulas Corp | 1.821 | -6,09 | 680 | -3,95 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 1.106 | -1,34 | 413 | 0,98 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 9.150 | -0,02 | 3.463 | 3,53 | ||||
| 2026-01-20 | 13F | Advocate Group Llc | 1.000 | 0,00 | 373 | 2,19 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 1.734 | 0,23 | 660 | 2,48 | ||||
| 2026-02-13 | 13F | Journey Strategic Wealth Llc | 40.632 | 2,23 | 15.174 | 4,46 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 43.459 | 142,46 | 16.225 | 147,48 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 3.489 | 0,00 | 1.275 | 7,69 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 1.774 | 0,00 | 662 | 2,16 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 329.319 | 7,07 | 122.981 | 9,40 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 6.346 | -0,77 | 2.370 | 1,37 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 1.505 | 59,77 | 562 | 63,08 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 4.176 | -27,46 | 1.559 | -25,90 | ||||
| 2026-01-14 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 1.656 | -7,74 | 618 | -5,79 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.493 | -2,29 | 557 | -0,18 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 67.985 | -0,57 | 25.388 | 1,60 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 232.230 | -0,94 | 86.724 | 1,22 | ||||
| 2026-01-14 | 13F | Lee-Kelleher Wealth Management | 997 | -2,45 | 372 | -0,27 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 416 | 0,00 | 155 | 1,97 | ||||
| 2026-01-08 | 13F | Grove Bank & Trust | 269 | -45,21 | 100 | -44,13 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 2.909 | 96,95 | 1.090 | 102,23 | ||||
| 2026-01-08 | 13F | Fermata Advisors, LLC | 1.718 | -0,12 | 642 | 2,07 | ||||
| 2026-02-05 | 13F | 626 Financial, LLC | 691 | 0,00 | 258 | 2,38 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 10 | 0,00 | 4 | 0,00 | ||||
| 2026-02-03 | 13F | Fire Capital Management LLC | 31.131 | 2,78 | 11.626 | 5,01 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 5.932 | -0,12 | 2.215 | 2,07 | ||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 2.705 | 0,00 | 1.010 | 2,23 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 2.840 | 0,00 | 1.061 | 2,22 | ||||
| 2026-02-10 | 13F | WASHINGTON TRUST Co | 193.808 | -0,55 | 72.376 | 1,62 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 15.112 | -4,34 | 5.643 | -2,25 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 143.474 | 5,15 | 53.975 | 8,23 | ||||
| 2026-02-03 | 13F | Brandywine Oak Private Wealth Llc | 3.286 | -2,58 | 1.227 | -0,41 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 2.439 | -0,29 | 911 | 1,79 | ||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 1.418 | 0,00 | 530 | 2,12 | ||||
| 2025-09-24 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 48.508 | 8,25 | 16.850 | 23,42 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 5.373 | -2,59 | 2.006 | -0,45 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 5.858 | 0,00 | 2.188 | 2,20 | ||||
| 2026-01-07 | 13F | Northside Capital Management, LLC | 2.068 | 33,76 | 772 | 36,64 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 4.761 | -4,70 | 1.778 | -2,68 | ||||
| 2026-03-06 | 13F | Union Savings Bank | 1.263 | 0,00 | 472 | 7,53 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 94 | 0,00 | 35 | 2,94 | ||||
| 2026-01-21 | 13F | Peddock Capital Advisors, Llc | 5.239 | -0,80 | 1.956 | 1,40 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 126 | 47 | ||||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 4.221 | 0,00 | 1.576 | 2,20 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 2.389 | 0,00 | 892 | 2,18 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 2.019 | 0,00 | 754 | 2,17 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 49.136 | -4,64 | 18.349 | -2,56 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 28.079 | -1,47 | 10.629 | 2,13 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 16.001 | 3,10 | 5.975 | 5,36 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 1.057 | 0,00 | 395 | 2,07 | ||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 1.041 | 0,00 | 389 | 2,11 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 58.962 | 3,06 | 22.019 | 5,30 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 7.307 | -1,80 | 2.729 | 0,37 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 1.766 | 0,00 | 659 | 2,17 | ||||
| 2026-02-10 | 13F | Eq Llc | 4.695 | 5,36 | 1.753 | 7,68 | ||||
| 2026-02-17 | 13F | Family Management Corp | 405 | 0,00 | 151 | 2,03 | ||||
| 2026-01-20 | 13F | Philip James Wealth Mangement, LLC | 2.331 | -5,36 | 870 | -3,33 | ||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 1.070 | 0,56 | 399 | 2,57 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 3.813 | 0,00 | 1.394 | 7,65 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 120 | 0,00 | 44 | 7,50 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 261 | 0,00 | 97 | 2,11 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 881 | 43,72 | 329 | 47,09 | ||||
| 2026-01-23 | 13F | Avion Wealth | 130 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | Kavar Capital Partners Group, Llc | 2.167 | 0,00 | 809 | 2,28 | ||||
| 2026-02-04 | 13F | Freedom Day Solutions, LLC | 621 | 0,00 | 232 | 2,21 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 3.512 | -2,61 | 1.312 | -0,46 | ||||
| 2026-01-13 | 13F | First Financial Corp /in/ | 4.597 | 0,00 | 1.717 | 2,14 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 28 | -74,31 | 10 | -74,36 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 6.177 | 10,70 | 2.307 | 13,09 | ||||
| 2026-01-26 | 13F | Moss Adams Wealth Advisors LLC | 1.711 | 0,00 | 639 | 2,08 | ||||
| 2026-01-21 | 13F | Greenhouse Wealth Management, LLC | 823 | 0,24 | 307 | 2,33 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 550 | 0,00 | 205 | 2,50 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 774 | 0,13 | 292 | 3,19 | ||||
| 2025-11-06 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 685 | 0,00 | 256 | 2,00 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 30.829 | 15,34 | 11.513 | 17,84 | ||||
| 2026-02-12 | 13F | First Western Trust Bank | 9.329 | 0,00 | 3.484 | 2,17 | ||||
| 2026-01-27 | 13F | Vision Capital Management, Inc. | 6.146 | -0,21 | 2.295 | 2,00 | ||||
| 2025-11-12 | 13F | Clifford Swan Investment Counsel Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Annex Advisory Services, LLC | 9.821 | 362,38 | 3.668 | 372,55 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 635 | 237 | ||||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 2.231 | -3,88 | 833 | -1,89 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 455.129 | 169.963 | ||||||
| 2026-02-11 | 13F | Formulate Financial Llc | 25.440 | 2,47 | 9.500 | 4,71 | ||||
| 2026-02-13 | 13F | TritonPoint Partners, LLC | 1.609 | 601 | ||||||
| 2026-01-21 | 13F | Jacobson & Schmitt Advisors, Llc | 727 | 0,00 | 271 | 2,26 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 3.816 | 22,74 | 1.425 | 25,35 | ||||
| 2026-01-20 | 13F | Hippocratic Financial Advisors, LLC | 140.497 | 5,87 | 52.467 | 8,18 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 351 | 73,76 | 131 | 78,08 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 1.200 | 0,00 | 448 | 2,28 | ||||
| 2025-09-24 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 48.582 | 5,99 | 16.875 | 20,84 | ||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 15.355 | -1,43 | 5.734 | 0,72 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 128.433 | -2,84 | 47.962 | -0,73 | ||||
| 2026-02-09 | 13F | Unified Investment Management | 1.033 | 0,00 | 386 | 2,12 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 53.794 | 2,06 | 20.089 | 4,29 | ||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 1.417 | 0,21 | 536 | 2,49 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 1.369 | -1,30 | 511 | 0,99 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 197.945 | 37,05 | 45.686 | -13,09 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 5.193 | 0,00 | 1.939 | 2,21 | ||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 3.183 | -7,09 | 1.189 | -5,11 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 7.266 | 10,95 | 2.467 | 3,09 | ||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 1.334 | 0,00 | 498 | 2,26 | ||||
| 2026-01-09 | 13F | GEM Asset Management, LLC | 716 | 0,00 | 271 | 2,66 | ||||
| 2026-01-20 | 13F | Stewardship Concepts Financial Services Llc | 4.782 | 1.788 | ||||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 30 | 0,00 | 11 | 0,00 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 61.834 | -0,97 | 23.091 | 1,19 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 258 | 0,00 | 96 | 2,13 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 1.200 | -3,15 | 448 | -0,88 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 23.129 | 1.106,52 | 8.637 | 1.133,86 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 552.047 | 51,63 | 206.156 | 54,94 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 5.478 | 1,26 | 2.046 | 3,44 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 1.264 | -4,24 | 472 | -2,07 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 5.793 | -5,47 | 2.163 | -3,39 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 152.716 | 22,97 | 57.055 | 25,70 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 3.157 | 1.179 | ||||||
| 2026-01-30 | 13F | Activest Wealth Management | 195 | 0,00 | 73 | 1,41 | ||||
| 2026-02-12 | 13F | Ullmann Financial Group, Inc. | 8.846 | 0,00 | 3.306 | 2,23 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 1.682 | -2,15 | 628 | 0,00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 10.592 | -5,71 | 3.956 | -3,65 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 764 | 17,00 | 291 | 21,85 | ||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Polaris Investment Advisors, LLC | 3.230 | 1.206 | ||||||
| 2026-02-12 | 13F | Tiemann Investment Advisors, Llc | 4.810 | 0,00 | 1.796 | 2,22 | ||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 11.765 | 4.393 | ||||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 3.003 | 1.121 | ||||||
| 2026-01-16 | 13F | First Pacific Financial | 510 | 0,39 | 190 | 2,70 | ||||
| 2026-01-14 | 13F | Brewster Financial Planning LLC | 117.456 | -1,04 | 43.863 | 1,11 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 201.874 | 22,41 | 75.388 | 25,08 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 647 | 0,00 | 242 | 2,12 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 1.100 | -5,90 | 411 | -3,98 | ||||
| 2026-01-20 | 13F | St. Clair Advisors, LLC | 13.278 | 3,82 | 4.959 | 6,08 | ||||
| 2025-10-22 | 13F | Twelve Points Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 1.171 | -44,21 | 437 | -43,02 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 41.161 | 0,71 | 15.371 | 2,91 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 2.501 | -5,23 | 934 | -3,11 | ||||
| 2026-01-21 | 13F | Finley Financial, LLC | 4.965 | -22,24 | 1.854 | -20,53 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 597 | 0,17 | 223 | 2,76 | ||||
| 2026-01-13 | 13F | Signature Securities Group Corporation | 2.679 | 18,33 | 1.001 | 20,92 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 1.659 | -5,15 | 620 | -3,13 | ||||
| 2026-01-13 | 13F | SMI Advisory Services, LLC | 1.559 | -16,94 | 594 | -13,79 | ||||
| 2026-01-21 | 13F | Legacy Wealth Management, Inc | 710.475 | -1,68 | 265.320 | 0,46 | ||||
| 2026-01-14 | 13F | Praetorian Wealth Management, Inc. | 3.285 | 1.227 | ||||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 575 | 215 | ||||||
| 2026-02-13 | 13F | Generation Capital Management LLC | 1.190 | 0,00 | 444 | 2,30 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 583 | -66,20 | 218 | -65,56 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 14.298 | 21,71 | 5.340 | 24,37 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 5.100 | 1.905 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 11.300 | 126,00 | 4.220 | 130,93 | |||
| 2026-02-12 | 13F | Jane Street Group, Llc | 12.700 | -68,73 | 4.743 | -68,06 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 1.383.103 | -23,91 | 516.506 | -22,25 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 23.765 | -7,47 | 8.875 | -2,58 | ||||
| 2026-01-15 | 13F | Affinity Wealth Management Llc | 665 | 0,00 | 248 | 2,06 | ||||
| 2026-01-21 | 13F/A | Winthrop Advisory Group LLC | 247.833 | -2,39 | 92.551 | -0,26 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 15 | 0,00 | 6 | 0,00 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 508.594 | -3,01 | 193.002 | 0,23 | ||||
| 2025-09-17 | NP | NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 | 40.104 | -6,62 | 13.931 | 6,46 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 546.824 | 2,10 | 204.207 | 4,32 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 79.893 | 21,59 | 30 | 20,83 | ||||
| 2026-01-27 | 13F | RTD Financial Advisors, Inc. | 95.812 | -3,14 | 35.780 | -1,03 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 1.599 | 0,00 | 597 | 2,23 | ||||
| 2026-02-13 | 13F | Uniting Wealth Partners, LLC | 1.574 | -55,32 | 588 | -54,39 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 631 | 0,00 | 236 | 2,17 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 5.157 | -27,22 | ||||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 51.682 | -5,70 | 19.300 | 3,71 | ||||
| 2026-02-13 | 13F | Fayez Sarofim & Co | 1.820 | 220,42 | 680 | 228,02 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 2.210 | 1,38 | 1 | |||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 69.878 | -0,02 | 25.539 | 7,61 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 5.326 | 0,00 | 1.989 | 2,16 | ||||
| 2026-01-14 | 13F | New England Professional Planning Group Inc. | 678 | 0,00 | 253 | 2,43 | ||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 1.284 | -2,51 | 475 | 3,95 | ||||
| 2026-02-03 | 13F | Patton Albertson Miller Group, Llc | 1.207 | -7,65 | 451 | -5,66 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 7.785 | 3,62 | 2.907 | 5,06 | ||||
| 2026-01-29 | 13F | Carmel Capital Partners, LLC | 717 | 0,00 | 268 | 2,30 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 131 | 0,00 | 49 | 2,13 | ||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 835 | 0,00 | 312 | 1,97 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 5.774 | 2.156 | ||||||
| 2026-01-29 | 13F | RMR Wealth Builders | 2.606 | 2,28 | 973 | 4,51 | ||||
| 2026-02-13 | 13F | Goldstone Financial Group, LLC | 750 | 0,00 | 280 | 2,19 | ||||
| 2026-01-08 | 13F | Fulton Bank, N.a. | 6.766 | 239,15 | 2.527 | 246,50 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 1.172 | -50,00 | 438 | -48,95 | ||||
| 2026-02-12 | 13F/A | KDK Private Wealth Management, LLC | 754 | 0,00 | 282 | 2,18 | ||||
| 2026-01-16 | 13F | YHB Investment Advisors, Inc. | 42.179 | 0,88 | 15.751 | 3,08 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 1.685 | 0,24 | 629 | 2,44 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 602 | 225 | ||||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 3.946 | 3,73 | 1.474 | 5,97 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 2.939 | 217,04 | 1.097 | 224,56 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | SmartHarvest Portfolios, LLC | 879 | 328 | ||||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Zwj Investment Counsel Inc | 6.982 | 0,00 | 2.607 | 2,20 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 1.300 | -7,14 | 485 | -5,09 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 22.081 | 81,20 | 8.246 | 85,16 | ||||
| 2026-03-12 | 13F | Bawa N Mallick Trust | 5.960 | 0,00 | 2.226 | 2,16 | ||||
| 2026-02-04 | 13F | Buttonwood Financial Advisors Inc. | 2.083 | -0,95 | 778 | 1,17 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 115.305 | 1,98 | 43.059 | 4,20 | ||||
| 2026-02-03 | 13F | Tranquility Partners, LLC | 2.374 | 0,68 | 887 | 2,90 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 16.382 | -0,35 | 6.118 | 1,81 | ||||
| 2026-01-13 | 13F | Riverbridge Partners Llc | 1.980 | 0,00 | 739 | 2,21 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 3.217 | 0,37 | 1.201 | 2,56 | ||||
| 2026-02-05 | 13F | Lawood & Co | 1.471 | 549 | ||||||
| 2026-02-17 | 13F | Latigo Investments, LLC | 42.556 | 0,00 | 15.892 | 2,18 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 2.856 | 1,13 | 1.066 | 3,29 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 6.697 | 0,00 | 2.501 | 2,17 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 59 | 0,00 | 22 | 4,76 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 7.764 | 0,00 | 2.899 | 2,19 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Pflug Koory, LLC | 652 | -3,26 | 243 | -1,22 | ||||
| 2026-02-05 | 13F | Prairieview Wealth Partners, Llc | 684 | -1,16 | 255 | 1,19 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 467 | 174 | ||||||
| 2026-02-13 | 13F | Wimmer Associates 1, Llc | 604 | 0,00 | 226 | 2,27 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 4.800 | 1.793 | ||||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 14.342 | 10,90 | 5.356 | 13,33 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 591 | 0,00 | 221 | 2,33 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 4.535 | 0,00 | 1.694 | 2,17 | ||||
| 2025-09-24 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 27.048 | 17,21 | 9.395 | 33,64 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 1.900 | 0,00 | 710 | 2,16 | ||||
| 2026-01-29 | 13F | Hoge Financial Services, Llc | 114.894 | 2,90 | 42.906 | 5,14 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11.694 | 54,97 | 4.367 | 58,36 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 546 | 204 | ||||||
| 2026-02-13 | 13F | Graver Capital Management, LLC | 2.957 | -23,75 | 1.104 | -22,09 | ||||
| 2025-09-26 | NP | AAAA - Amplius Aggressive Asset Allocation ETF | 861 | 299 | ||||||
| 2026-02-06 | 13F | Nixon Peabody Trust Co | 114.885 | -4,29 | 42.903 | -2,21 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 47.821 | -39,78 | 17.994 | -38,07 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 37 | 0,00 | 14 | 0,00 | ||||
| 2026-02-10 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 3.543 | 0,00 | 1.323 | 2,24 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 9.399 | 26,31 | 3.510 | 29,05 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 5.065 | 0,30 | 1.892 | 2,49 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 560 | 0,00 | 209 | 2,45 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 34.995 | 1,45 | 13.069 | 3,66 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 6.398 | 0,00 | 2.389 | 2,18 | ||||
| 2026-01-30 | 13F | Stegner Investment Associates Inc. | 20.740 | -11,92 | 7.745 | -10,02 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 2.519 | -8,27 | 941 | -6,28 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 764 | -55,68 | 285 | -54,76 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 18.252 | -27,91 | 6.816 | -26,34 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 898 | 31,48 | 341 | 35,86 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 57.879 | 345,84 | 21.614 | 355,61 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 34.864 | -0,69 | 13.019 | 1,47 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 838 | -4,34 | 313 | -2,19 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 3.568 | 0,00 | 1.332 | 2,15 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 90.934 | -0,10 | 33.958 | 2,07 | ||||
| 2026-02-05 | 13F | Kapstone Financial Advisors LLC | 810 | 0,00 | 302 | 2,03 | ||||
| 2026-01-13 | 13F | McClarren Financial Advisors, Inc. | 4.152 | 157,09 | 1.140 | -1,38 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 171.615 | -1,93 | 64 | 1,59 | ||||
| 2026-01-13 | 13F | Kelly Financial Services LLC | 844 | 4,46 | 315 | 6,78 | ||||
| 2026-01-16 | 13F | HFG Wealth Management, LLC | 550 | 0,18 | 206 | 2,50 | ||||
| 2026-01-15 | 13F | Parkwoods Wealth Partners, LLC | 893 | 0,22 | 333 | 2,46 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 12.487 | -3,84 | 4.663 | -1,73 | ||||
| 2026-01-26 | 13F | Lansing Street Advisors | 10.286 | 0,29 | 3.841 | 2,48 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 12.995 | -4,72 | 4.853 | -2,65 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 6.348 | -49,20 | 2.388 | -47,71 | ||||
| 2026-02-05 | 13F | Landmark Wealth Management, LLC | 2.998 | -13,75 | 1.120 | -11,89 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 1.162 | 434 | ||||||
| 2026-02-11 | 13F | Teachers Insurance & Annuity Association Of America | 14.967 | 0,00 | 5.589 | 2,18 | ||||
| 2026-01-14 | 13F | InvesTrust | 595 | 222 | ||||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 1.557 | 3,25 | 582 | 5,44 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Mason & Associates Inc | 166.627 | 62.225 | ||||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 1.000 | -9,17 | 373 | -7,21 | ||||
| 2025-11-10 | 13F | Rollins Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 2.066 | 349,13 | 772 | 358,93 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 86 | 0,00 | 32 | 3,23 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Guyasuta Investment Advisors Inc | 12.095 | 0,00 | 4.517 | 2,17 | ||||
| 2026-01-14 | 13F | Chatham Capital Group, Inc. | 1.358 | 0,00 | 507 | 2,22 | ||||
| 2026-02-06 | 13F | Aspen Investment Management Inc | 5.386 | 56,48 | 2 | 100,00 |
