Grundlæggende statistik
| Institutionelle ejere | 1490 total, 1486 long only, 0 short only, 4 long/short - change of 0,68% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6546 % - change of -32,83% MRQ |
| Institutionelle aktier (lange) | 99.885.030 (ex 13D/G) - change of -2,51MM shares -2,45% MRQ |
| Institutionel værdi (lang) | $ 36.737.779 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Russell 1000 ETF (US:IWB) har 1490 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 99,885,030 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 May 1, 2026 is 393,89 / share. Previously, on May 5, 2025, the share price was 309,51 / share. This represents an increase of 27,26% 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 | Topsail Wealth Management, LLC | 2.334 | 0,00 | 832 | -4,48 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 872 | 0,00 | 311 | -4,62 | ||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 2.777 | 1,13 | 990 | -3,41 | ||||
| 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 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1.833 | 0,11 | 654 | -4,39 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 921 | 0,00 | 344 | 2,08 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 596 | -16,88 | 213 | -20,60 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 2.932 | 0,00 | 1.045 | -4,48 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 10.208 | 132,11 | 3.640 | 121,62 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 873 | -15,49 | 311 | -19,22 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 640 | 239 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 385 | 137 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 9.449 | 87,07 | 3.555 | 93,05 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 966 | 0,00 | 344 | -4,44 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 330 | 0,00 | 0 | |||||
| 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 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 153.195 | 9,04 | 54.623 | 4,11 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 75 | 0,00 | 28 | 3,70 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 6.414 | 19,46 | 2.396 | 22,07 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 4.678 | 155,35 | 1.819 | 161,35 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 41 | -12,77 | 15 | -17,65 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 61 | 0,00 | 23 | 0,00 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 106 | 40 | ||||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 673 | 0,00 | 240 | -4,78 | ||||
| 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 | ||||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 1.408 | -20,18 | 502 | -23,71 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 365.557 | 133.604 | ||||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 7.192 | -0,42 | 2.564 | -4,90 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 2.526 | -27,46 | 943 | -25,86 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 692 | -66,87 | 258 | -66,19 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 21.668 | -48,77 | 7.726 | -51,08 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 1.105 | -16,98 | 394 | -20,72 | ||||
| 2026-04-22 | 13F | Nicholson Meyer Capital Management, Inc. | 36.748 | 1,68 | 13.102 | -2,91 | ||||
| 2025-11-03 | 13F | Traynor Capital Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 14.270 | 0,00 | 5.088 | -4,50 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 764 | 0,00 | 287 | 3,24 | ||||
| 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 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 4.346 | 7,81 | 1.623 | 8,56 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 21 | 0,00 | 7 | 0,00 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 89 | 32 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 582 | 29,05 | 208 | 23,21 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 18.802 | -19,10 | 7.021 | -17,34 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.164.954 | -0,31 | 435.040 | 1,86 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Highview Capital Management LLC/DE/ | 760 | 0,00 | 284 | 2,17 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 3.640 | 1.359 | ||||||
| 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 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 442 | 268,33 | 158 | 256,82 | ||||
| 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 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 4.017 | -30,66 | 1.432 | -33,80 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 837 | 0,00 | 313 | 2,30 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3.819 | 0,08 | 1.362 | -4,42 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 14.944 | 6,59 | 5.581 | 8,90 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 12 | 0,00 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 161.066 | -3,01 | 57.430 | -7,40 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 1.230 | 0,00 | 473 | 1,07 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 178 | 0,00 | 66 | 3,13 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 252 | 0,00 | 90 | -5,32 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 1.925 | -11,41 | 686 | -15,41 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2.994 | 2,96 | 1 | 0,00 | ||||
| 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 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 101.441 | 0,00 | 36.170 | -4,52 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 557 | 208 | ||||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 300 | 0,00 | 112 | 2,75 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 810 | 0,00 | 289 | -4,64 | ||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 1.443 | 0,00 | 515 | -4,46 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 903 | 0,00 | 322 | -4,75 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 51.368 | -5,31 | 19.183 | -3,25 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 3.094 | 0,23 | 1.103 | -4,25 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 1.111 | 0,00 | 415 | 1,97 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14.703 | 2,40 | 5.249 | -2,22 | ||||
| 2026-02-10 | 13F | Crestmont Private Wealth LLC | 13.070 | 189,03 | 4.881 | 195,40 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 548 | 205 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 598 | 0,17 | 213 | -4,48 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 7.795 | -1,79 | 2.779 | -6,24 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 863 | 0,00 | 308 | -4,66 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 608 | 0,00 | 227 | 2,25 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 657 | 5,97 | 234 | 1,30 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 974 | 0,00 | 347 | -4,41 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1.677 | 2,19 | 598 | -2,29 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.389 | 1.410,03 | 3.880 | 1.445,42 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 395 | 0,00 | 141 | -4,76 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 1.036 | -17,25 | 369 | -20,99 | ||||
| 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 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 33.477 | 0,54 | 12.502 | 2,73 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 8.431 | 25,33 | 3.285 | 28,62 | ||||
| 2026-02-03 | 13F | Hemenway Trust Co LLC | 2.590 | -3,00 | 967 | -0,82 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 300 | 0,00 | 112 | 2,75 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 9.588 | -0,83 | 3.419 | -5,32 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | James Investment Research Inc | 6.880 | 0,00 | 2.453 | -4,52 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 123.791 | -0,88 | 46.228 | 1,28 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 5.121 | 70,81 | 1.826 | 63,09 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 2.036 | 13,93 | 760 | 16,39 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 3.613 | -97,97 | 1.349 | -97,93 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 2.705 | 0,00 | 964 | -4,55 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 390 | 0,00 | 139 | -4,14 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 7.542 | 0,00 | 2.816 | 2,18 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 5.092 | 1.902 | ||||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 1.635 | 583 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 28.834 | -6,47 | 10.281 | -10,69 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 2.100 | 0,00 | 749 | -4,59 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 1.049 | 0,00 | 374 | -4,35 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 4.772 | 0,00 | 1.782 | 2,18 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 754 | -0,13 | 282 | 2,18 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 109 | 0,00 | 39 | -5,00 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 1.458 | 0,00 | 520 | -4,60 | ||||
| 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 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 22.086 | -29,58 | 8.248 | -28,05 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 9.342 | 277,45 | 3.331 | 260,39 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 79 | 28 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 168.512 | -1,81 | 60 | -6,25 | ||||
| 2026-01-27 | 13F | Mainstay Capital Management Llc /adv | 8.498 | -9,34 | 3.173 | -7,38 | ||||
| 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 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 468 | -17,61 | 167 | -21,70 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 917 | -2,86 | 327 | -7,39 | ||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 957 | 0,00 | 341 | -4,48 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 86.682 | 1,72 | 30.907 | -2,88 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 17.274 | -10,49 | 6.451 | -8,55 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 106 | 0,00 | 38 | -5,13 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 9.819 | -1,05 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 2.789 | 1.042 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.974 | 2,09 | 1.060 | -2,48 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 12.469 | -2,15 | 4.446 | -6,58 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 3.894 | -18,52 | 1.454 | -16,82 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.972 | 30,81 | 1.060 | 24,88 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 4.869 | 0,33 | 1.736 | -4,19 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 1.209 | -93,52 | 451 | -93,39 | ||||
| 2026-04-14 | 13F | Legacy Trust | 2.885 | -3,35 | 1.029 | -7,72 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 116.424 | 0,35 | 41.512 | -4,18 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.214 | 94,55 | 1.146 | 85,58 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 6.644 | 0,00 | 2.481 | 2,18 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 1.649 | 588 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13.752 | -15,05 | 4.868 | -18,99 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 87.001 | 1,55 | 31.021 | -3,04 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 1.070 | 86,09 | 399 | 90,91 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 199.371 | -1,51 | 71.088 | -5,96 | ||||
| 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 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 4.475 | 1,87 | 1.671 | 4,11 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 814 | 0,00 | 290 | -4,29 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2.866 | -50,00 | 1.022 | -53,06 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 265 | 94 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 107.418 | -0,02 | 38.301 | -4,54 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 3.408 | -1,02 | 1.273 | 1,11 | ||||
| 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 | |||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 4.155 | -7,30 | 1.616 | -3,47 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 997 | 0,00 | 355 | -4,57 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 11 | 0,00 | 4 | -25,00 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 4.965 | 0,00 | 1.770 | -4,53 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 1.033 | -1,62 | 386 | 0,52 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 691 | 0,00 | 246 | -4,65 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 582 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 911 | 0,11 | 325 | -4,42 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 3.419 | 0,00 | 1.219 | -4,47 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 10.022 | -0,84 | 3.573 | -5,33 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 643 | 0,00 | 240 | 2,13 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.350 | 33.650,00 | 481 | 48.000,00 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 1.833 | 0,00 | 685 | 2,24 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 652 | 0,00 | 232 | -4,53 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 56.780 | -0,89 | 20.246 | -5,38 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 17.595 | -6,15 | 6.571 | -4,12 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 291 | -55,02 | 104 | -57,26 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 1.012 | -30,92 | 378 | -29,53 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 17.767 | -0,22 | 6.635 | 1,94 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 1.786 | -17,05 | 637 | -20,90 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 5.051 | -59,35 | 1.886 | -58,47 | ||||
| 2026-04-08 | 13F | Gillespie Robinson & Grimm Inc | 979 | -12,04 | 349 | -15,90 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 42 | 16 | ||||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 15.053 | 10,50 | 5.367 | 5,50 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 2.019 | 0,00 | 720 | -4,52 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 976 | 0,10 | 348 | -4,40 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 87.394 | -1,25 | 32.637 | 0,90 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 550 | 0,00 | 196 | -4,88 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3.218 | 23,44 | 1.147 | 17,88 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 1.000 | -22,12 | 357 | -25,68 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 6.828 | 0,03 | 2.435 | -4,51 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 3.897 | -2,09 | 1.389 | -6,53 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 3.211 | 0,19 | 1.145 | -5,53 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 2.286 | -22,69 | 815 | -26,18 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 27.389 | 0,84 | 9.766 | -3,73 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 810 | -55,42 | 302 | -54,45 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 4.244 | 0,00 | 1.513 | -4,48 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 7.176 | 0,00 | 2.680 | 2,17 | ||||
| 2026-04-30 | 13F | Cortland Associates Inc/mo | 3.038 | 0,00 | 1.083 | -4,58 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 23.032 | 0,02 | 8.212 | -4,50 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 4.454 | 0,50 | 1.588 | -4,05 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 953 | 0,00 | 363 | 4,02 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 164.995 | -0,98 | 57.199 | -8,08 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 687 | 9,57 | 257 | 11,79 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 5.771 | -0,12 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 36.387 | 2,24 | 13 | -7,69 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 27 | 10 | ||||||
| 2026-02-10 | 13F | Quantbot Technologies LP | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 4.730 | 0,00 | 1.687 | -4,53 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3.073 | -12,70 | 1.096 | -16,67 | ||||
| 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 | ||||||
| 2026-02-12 | 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 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.955.205 | 12,38 | 730.139 | 14,83 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 5.120 | 1,43 | 1.912 | 3,69 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 1.570 | -5,99 | 560 | -10,27 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 42.229 | 2,77 | 15.057 | -1,88 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 5.819 | -2,10 | 2.075 | -6,53 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 7.837 | 0,09 | 2.794 | -4,41 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | ASL Financial, LLC | 3.650 | 0,00 | 1.301 | -4,55 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.106 | 0,18 | 394 | -4,37 | ||||
| 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 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 10.930 | 0,00 | 4.082 | 2,18 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 1.248 | 445 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 1.860 | 0,00 | 663 | -4,47 | ||||
| 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 | |||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 1.716 | -0,12 | 612 | -4,68 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 30 | 0,00 | 11 | -9,09 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 1.397 | 0,07 | 498 | -4,41 | ||||
| 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 | Roberts Glore & Co Inc /il/ | 619 | 0,00 | 231 | 2,21 | ||||
| 2026-01-05 | 13F | Argent Capital Management Llc | 199.085 | 74.346 | ||||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 14.923 | 0,28 | 5.573 | 2,45 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 810 | 18,77 | 302 | 21,29 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | 0,00 | 56 | -5,17 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 1.340 | 0,15 | 478 | -4,41 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 6.020 | -2,05 | 2.248 | 0,09 | ||||
| 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 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 662 | 0,76 | 236 | -1,67 | ||||
| 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 | |||||
| 2026-04-30 | 13F | Indivisible Partners | 2.751 | 981 | ||||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 1.273 | 5,38 | 454 | 0,44 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 631.389 | 1,15 | 235.786 | 3,36 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 4.597 | 0,00 | 1.639 | -4,49 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 1.711 | 0,00 | 610 | -4,39 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6.317 | -0,46 | 2.252 | -4,94 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 42.063 | -3,77 | 16 | 0,00 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 478 | 0,00 | 170 | -4,49 | ||||
| 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 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 1.723 | -5,38 | 614 | -9,71 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 90 | 0,00 | 32 | -3,03 | ||||
| 2025-11-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 445 | 0,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 659 | -71,27 | 235 | -72,55 | ||||
| 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 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 589 | 0,00 | 220 | 1,86 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 1.086 | 0,00 | 387 | -4,44 | ||||
| 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 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 2.703 | 3,72 | 964 | -1,03 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.646 | 0,00 | 615 | 2,16 | ||||
| 2026-04-09 | 13F | Trust Co of Tennessee | 10.664 | 3.802 | ||||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 985 | 368 | ||||||
| 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 | ||||
| 2026-04-06 | 13F | CX Institutional | 257 | -20,68 | 0 | |||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 1.895 | -1,25 | 676 | -5,73 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4.488 | -75,44 | 1.600 | -76,56 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 7.725 | -0,90 | 2.754 | -5,36 | ||||
| 2026-02-17 | 13F | Marin Bay Wealth Advisors, LLC | 713 | 266 | ||||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 1.163 | -0,34 | 415 | -4,83 | ||||
| 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 | ||||||
| 2026-02-04 | 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 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 14.352 | -6,42 | 5.245 | 0,73 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 24.276 | -0,83 | 8.656 | -5,32 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 3.198 | -2,86 | 1.140 | -7,24 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 2.579 | 8,50 | 920 | 3,61 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 800 | 0,00 | 285 | -4,36 | ||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 15.873 | 0,61 | 5.660 | -3,94 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 3.684 | 0,00 | 1.314 | -4,51 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.504 | -74,50 | 893 | -75,67 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 17 | 0,00 | 6 | 0,00 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 1.274 | -21,11 | 476 | -19,49 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 3.978 | 1,02 | 1.418 | -3,54 | ||||
| 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 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 5.942 | 0,00 | 2.119 | -4,51 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 2.003 | 714 | ||||||
| 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 | ||||||
| 2026-02-10 | 13F | Ade, Llc | 5.494 | 0,07 | 2.052 | 2,24 | ||||
| 2026-02-04 | 13F | Nwam Llc | 2.196 | 176,92 | 823 | 181,85 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 1.022 | 364 | ||||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 211 | 75 | ||||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 1.574 | 0,00 | 561 | -4,43 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 765 | 0,13 | 273 | -4,56 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 117.462 | 882,70 | 43.865 | 904,21 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 813 | 0,00 | 290 | -4,62 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 1.488 | 0,00 | 556 | 2,21 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 11.948 | 0,26 | 4.462 | 2,43 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 105 | 0,00 | 39 | 2,63 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 1.053 | 10,49 | 375 | 5,63 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 31.788 | 83,15 | 11.871 | 87,14 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 37.811 | 5,87 | 13.482 | 1,08 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 13.581 | 11,29 | 4.842 | 6,25 | ||||
| 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 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 29 | 1.350,00 | 10 | |||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 41.533 | 2,22 | 14.809 | -2,40 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 6.827 | 1,94 | 2.434 | -2,64 | ||||
| 2026-02-17 | 13F | Kemnay Advisory Services Inc. | 660 | 246 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 3.286 | 0,00 | 1.172 | -4,56 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 2.946 | -4,66 | 1.050 | -8,93 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 3.692 | -1,20 | 1.379 | 0,95 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 2.691.766 | -2,12 | 1.005.213 | 0,01 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 2.926 | 0,00 | 1.043 | -4,49 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 40.625 | -3,68 | 14.485 | -8,04 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 1.343 | -81,62 | 479 | -82,48 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 28.378 | 17,37 | 10.597 | 19,93 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 186 | 0,00 | 66 | -4,35 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 544 | 203 | ||||||
| 2026-02-09 | 13F | Roundview Capital LLC | 4.570 | 0,00 | 1.707 | 2,16 | ||||
| 2026-02-10 | 13F | Chartist Inc /ca/ | 39.795 | -2,37 | 14.861 | -0,25 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 181 | 0,00 | 65 | -4,48 | ||||
| 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 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 58 | -12,12 | 21 | -4,55 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 894 | 0,11 | 319 | -4,50 | ||||
| 2026-02-17 | 13F | Johns Hopkins University | 264.479 | 0,00 | 98.767 | 2,18 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 1.766 | 0,00 | 630 | -4,40 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 2.380 | 0,00 | 849 | -4,50 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 2.076 | 775 | ||||||
| 2026-01-21 | 13F | Crews Bank & Trust | 116 | 0,00 | 43 | 2,38 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 325.497 | 0,97 | 116.059 | -3,59 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 6.690 | 0,00 | 2.385 | -4,52 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 708.202 | -0,32 | 252.517 | -4,83 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 1.100 | 0,00 | 392 | -4,39 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 3.287 | -4,95 | |||||
| 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 | ||||
| 2026-02-06 | 13F | Daido Life Insurance Co | 97.981 | 0,00 | 37 | 2,86 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 3.981 | 0,89 | 1.419 | -3,67 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 21.323 | -2,05 | 7.963 | 0,08 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 19.267 | 5,06 | 6.870 | 0,31 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 9.037 | -0,09 | 3.222 | -4,59 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 683 | 0,00 | 244 | -4,71 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 969 | -0,92 | 362 | 1,40 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 11.901 | -1,95 | 4.243 | -6,38 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 14.110 | -10,01 | 5.269 | -8,05 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 333.625 | -34,40 | 117.952 | -38,89 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 4.283 | -2,37 | 1.527 | -6,78 | ||||
| 2026-04-13 | 13F | Trust Co | 122.783 | 0,54 | 43.780 | -4,00 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 1.760 | 0,06 | 643 | 7,71 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 1.620 | 0,00 | 578 | -4,47 | ||||
| 2026-04-21 | 13F | Ackerman Asset Management, LLC | 21.465 | -2,25 | 7.654 | -6,66 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 2.117 | 0,00 | 791 | 2,20 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 189.374 | -2,29 | 67.523 | -6,70 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 14.123 | 0,44 | 5.036 | -4,11 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 11.408 | -3,44 | 4.260 | -1,34 | ||||
| 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 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 37.739 | -0,26 | 14.093 | 1,91 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 535.259 | -10,15 | 199.887 | -8,19 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 994 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | XTX Topco Ltd | 13.816 | 5,84 | 5.159 | 8,16 | ||||
| 2025-11-13 | 13F | Goodman Advisory Group, LLC | 0 | 0 | ||||||
| 2026-02-06 | 13F | Adell Harriman & Carpenter Inc | 993 | 0,00 | 371 | 2,21 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 50.463 | -1,45 | 17.993 | -5,90 | ||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 20.534 | -0,99 | 7.321 | -5,46 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 1.734 | 0,23 | 660 | 2,48 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 13.006 | -0,63 | 4.637 | -5,12 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 39 | 0,00 | 14 | -7,14 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 329.319 | 7,07 | 122.981 | 9,40 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 1.505 | 59,77 | 562 | 63,08 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 10.720 | -47,58 | 3.822 | -49,95 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 1.811 | -5,23 | 646 | -9,54 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.493 | -2,29 | 557 | -0,18 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 9.633 | -3,34 | 3.435 | -7,71 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 82.482 | -3,26 | 29.814 | -7,85 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 1.322 | 0,00 | 471 | -4,46 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 81.907 | 2,52 | 29 | 0,00 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 416 | 0,00 | 155 | 1,97 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 2.909 | 96,95 | 1.090 | 102,23 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 698 | 0,14 | 249 | -4,62 | ||||
| 2026-02-03 | 13F | Fire Capital Management LLC | 31.131 | 2,78 | 11.626 | 5,01 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 3.150 | 0,00 | 1.123 | -4,59 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 2.840 | 0,00 | 1.061 | 2,22 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 15.112 | -4,34 | 5.643 | -2,25 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 1.711 | 0,00 | 610 | -4,39 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 143.474 | 5,15 | 53.975 | 8,23 | ||||
| 2026-04-29 | 13F | Isthmus Partners, Llc | 795 | 0,00 | 283 | -4,39 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 3.066 | -0,94 | 1.093 | -6,98 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 10.832 | -4,41 | 3.862 | -8,72 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 12 | 0,00 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 8.695 | -1,64 | 3.100 | -6,09 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 10.343 | -12,06 | 3.688 | -11,39 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 5.373 | -2,59 | 2.006 | -0,45 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 5.594 | -15,11 | 2.173 | -12,87 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 1.364 | -2,01 | 486 | -6,36 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 5.858 | 0,00 | 2.188 | 2,20 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 1.020 | -2,39 | 364 | -6,92 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 517 | 0,00 | 184 | -4,66 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 1.263 | 0,00 | 450 | -4,46 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 94 | 0,00 | 35 | 2,94 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-20 | 13F | City State Bank | 525 | 0,00 | 187 | -4,59 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 2.389 | 0,00 | 892 | 2,18 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 5.389 | 0,06 | 2 | -50,00 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 49.136 | -4,64 | 18.349 | -2,56 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 12.945 | 4,82 | 4.616 | 0,09 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 25 | 0,00 | 9 | -11,11 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 2.169 | -4,58 | 773 | -8,84 | ||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 1.041 | 0,00 | 389 | 2,11 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 65 | 0,00 | 23 | -4,17 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 444 | 9,36 | 158 | 4,64 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 576 | 0,00 | 205 | -4,65 | ||||
| 2026-02-17 | 13F | Family Management Corp | 405 | 0,00 | 151 | 2,03 | ||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 1.070 | 0,56 | 399 | 2,57 | ||||
| 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 | ||||
| 2026-02-04 | 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 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 13.044 | -0,74 | 4.651 | -5,24 | ||||
| 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 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 774 | 0,13 | 292 | 3,19 | ||||
| 2025-11-06 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 8.226 | -0,65 | 2.933 | -5,14 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 2.352 | 0,00 | 839 | -4,56 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 685 | 0,00 | 256 | 2,00 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 1.226 | -21,36 | 443 | -25,42 | ||||
| 2026-02-12 | 13F | First Western Trust Bank | 9.329 | 0,00 | 3.484 | 2,17 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 9.661 | 11,01 | 3.445 | 5,97 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 716 | 0,00 | 255 | -5,56 | ||||
| 2025-11-12 | 13F | Clifford Swan Investment Counsel Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 1.860 | 6,84 | 663 | 2,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 551 | -1,08 | 196 | -5,77 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 727 | 0,00 | 259 | -4,43 | ||||
| 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 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5.676 | -0,42 | 2.024 | -4,93 | ||||
| 2026-04-21 | 13F | Bennett Selby Investments Lp | 561 | 0,00 | 200 | -4,31 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 77.651 | 2,08 | 27.687 | -2,54 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 3.568 | 0,00 | 1.272 | -4,50 | ||||
| 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 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 53.794 | 2,06 | 20.089 | 4,29 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 3.706 | -1,33 | 1.321 | -5,78 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 2.696 | 961 | ||||||
| 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 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 105.492 | 0,00 | 38.131 | -4,74 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 3.721 | -41,44 | 1.327 | -44,10 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 5.172 | -1,24 | 1.859 | -4,96 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 5.193 | 0,00 | 1.939 | 2,21 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 3.183 | -7,09 | 1.189 | -5,11 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 0 | -100,00 | 0 | |||||
| 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 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3.535 | 5,87 | 1.261 | 1,12 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2.052 | -10,51 | 732 | -14,60 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 897 | 6,28 | 320 | 1,59 | ||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 1.334 | 0,00 | 498 | 2,26 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1.107 | 24,52 | 395 | 19,03 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 940 | 0,00 | 335 | -4,56 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 85.158 | 0,00 | 30.364 | -4,52 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | American National Bank | 25.102 | -4,51 | 8.950 | -8,82 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 23.129 | 1.106,52 | 8.637 | 1.133,86 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 1.562 | -29,96 | 557 | -33,05 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 96 | 0,00 | 34 | -2,86 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 552.047 | 51,63 | 206.156 | 54,94 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 31.729 | -0,16 | 11.313 | -4,67 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 186 | -50,92 | 66 | -53,19 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 26 | 9 | ||||||
| 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 | |||||
| 2026-02-12 | 13F | Tiemann Investment Advisors, Llc | 4.810 | 0,00 | 1.796 | 2,22 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 6.817 | -6,28 | 2.431 | -10,53 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 6.095 | 0,00 | 2.173 | -4,53 | ||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 11.765 | 4.393 | ||||||
| 2026-05-01 | 13F | Sachetta, LLC | 16.705 | -0,15 | 5.956 | -4,66 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 3.003 | 1.121 | ||||||
| 2026-01-14 | 13F | Brewster Financial Planning LLC | 117.456 | -1,04 | 43.863 | 1,11 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 8.033 | 5,27 | 2.903 | 1,90 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 3.834 | 36,68 | 1.367 | 30,56 | ||||
| 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 | ||||
| 2026-02-12 | 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 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 602 | 0,00 | 215 | -4,46 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 429.657 | -5,38 | 153.199 | -9,66 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 30 | 0,00 | 11 | -9,09 | ||||
| 2026-02-13 | 13F | Generation Capital Management LLC | 1.190 | 0,00 | 444 | 2,30 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 12.600 | 647,77 | 4.493 | 614,15 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 1.937 | 10,24 | 691 | 5,18 | ||||
| 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 | ||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 807 | 0,00 | 288 | -4,65 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 15 | 0,00 | 6 | 0,00 | ||||
| 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 | |||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 1.599 | 0,00 | 597 | 2,23 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 5.507 | 96,68 | 2.011 | 92,34 | ||||
| 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 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 1.340 | 0,00 | 484 | -3,20 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 344 | 0,29 | 123 | -4,69 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 5.326 | 0,00 | 1.989 | 2,16 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 4.141 | -3,72 | 1.477 | -8,09 | ||||
| 2026-01-14 | 13F | New England Professional Planning Group Inc. | 678 | 0,00 | 253 | 2,43 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 200 | 0,00 | 71 | -4,05 | ||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 1.284 | -2,51 | 475 | 3,95 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 367 | 0,00 | 131 | -5,11 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 131 | 0,00 | 49 | 2,13 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 849.980 | 145,71 | 303.069 | 134,60 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 901 | 2,74 | 0 | |||||
| 2026-04-24 | 13F | Brown Financial Advisory | 27.359 | -2,49 | 9.755 | -6,90 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 81.829 | -12,85 | 29.177 | -16,79 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 30.430 | -2,64 | 10.850 | -7,04 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 1.172 | -50,00 | 438 | -48,95 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 286 | -12,54 | 102 | -17,21 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 10.400 | 0,00 | 3.708 | -4,51 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 25.347 | -0,59 | 9.038 | -5,08 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 10.087 | -5,65 | 3.597 | -9,92 | ||||
| 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 | |||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 161.579 | -0,40 | 57.613 | -4,90 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 1.845 | -0,81 | 658 | -5,33 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1.464 | -5,91 | 522 | -10,33 | ||||
| 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 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 115.305 | 1,98 | 43.059 | 4,20 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 570 | 0,00 | 203 | -4,25 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 16.382 | -0,35 | 6.118 | 1,81 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 6.350 | -0,70 | 2.264 | -5,19 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 3.217 | 0,37 | 1.201 | 2,56 | ||||
| 2026-02-17 | 13F | Latigo Investments, LLC | 42.556 | 0,00 | 15.892 | 2,18 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 601 | -88,54 | 214 | -89,08 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 59 | 0,00 | 22 | 4,76 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||||
| 2026-04-15 | 13F | Norden Group Llc | 1.973 | 0,05 | 703 | -4,48 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 5.278 | 0,04 | 1.882 | -4,52 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 17.764 | 4,98 | 6.334 | 0,22 | ||||
| 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 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 4.246 | -12,63 | 1.514 | -16,59 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 1.432 | 0,00 | 511 | -4,49 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 1.721 | -2,99 | 614 | -7,40 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 1.900 | 0,00 | 710 | 2,16 | ||||
| 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 | ||||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 1.949 | -6,43 | 695 | -10,68 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 2.223 | 0,23 | 793 | -4,35 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 47.821 | -39,78 | 17.994 | -38,07 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 9.636 | -0,26 | 3.436 | -4,77 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 9.399 | 26,31 | 3.510 | 29,05 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 7.100 | 2.532 | ||||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 34.516 | -1,00 | 12.307 | -5,48 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 5.065 | 0,30 | 1.892 | 2,49 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 5.149 | 0,10 | 1.836 | -4,48 | ||||
| 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 898 | 31,48 | 341 | 35,86 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 2.491 | 109,15 | 888 | 100,00 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 5.364 | -15,29 | 1.913 | -19,12 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 838 | -4,34 | 313 | -2,19 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 90.934 | -0,10 | 33.958 | 2,07 | ||||
| 2026-05-01 | 13F | Capital City Trust Co/fl | 5.805 | 0,83 | 2.070 | -3,72 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 12.487 | -3,84 | 4.663 | -1,73 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 3.533 | -9,34 | 1.260 | -13,47 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 747 | 26,40 | 266 | 20,91 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 12.995 | -4,72 | 4.853 | -2,65 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 6.802 | -0,83 | 2.425 | -5,31 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 6.348 | -49,20 | 2.388 | -47,71 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 1.418 | 0,00 | 506 | -4,54 | ||||
| 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 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.327 | 2,08 | 473 | -2,47 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 1.000 | -9,17 | 373 | -7,21 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 8.312 | 2,43 | 2.964 | -2,21 | ||||
| 2025-11-10 | 13F | Rollins Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 4.819 | 0,00 | 1.718 | -4,50 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 2.711 | -39,41 | 967 | -42,16 | ||||
| 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 | |||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 3.096 | 0,00 | 1.104 | -4,58 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 836 | 0,00 | 312 | 2,30 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 447 | 0,00 | 167 | 1,84 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 15.281 | 19,03 | 5.449 | 13,64 | ||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 1.199 | 448 | ||||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 44.992 | -2,21 | 16.802 | -0,08 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 10.407 | -0,65 | 3.886 | 1,52 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 8.653 | -1,58 | 3.085 | -6,03 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 487.726 | 8,36 | 182.137 | 10,72 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 1.841 | 0,55 | 700 | 2,49 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 1.170 | 0,00 | 437 | 2,11 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 800 | 0,00 | 285 | -4,36 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 110.979 | -3,06 | 41.444 | -0,96 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 11.897 | -2,40 | 4.242 | -6,81 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 115.133 | 10,40 | 42.995 | 12,81 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 82.761 | -8,37 | 29.509 | -12,51 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 308 | 115 | ||||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 583 | 0,00 | 218 | 1,88 | ||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 690 | 0,00 | 258 | 1,98 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 1.618 | 0,00 | 604 | 2,20 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 8.296 | 0,00 | 3.150 | 3,01 | ||||
| 2026-02-13 | 13F | Aviso Wealth Management | 5.200 | 1.942 | ||||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-02-17 | 13F | Aureus Asset Management, LLC | 1.078 | 0,00 | 403 | 2,29 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 13.096 | 0,18 | 4.891 | 2,37 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.952 | -0,46 | 696 | -4,92 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 940 | 1,84 | 335 | -2,62 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 27.155 | 0,00 | 10.141 | 2,18 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 25.921 | 1,89 | 9.243 | -2,72 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 975 | 348 | ||||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 112.594 | -2,00 | 40.147 | -6,43 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 1.713 | 0,00 | 611 | -4,54 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 38.920 | 133,05 | 14.534 | 138,15 | ||||
| 2026-02-13 | 13F | Abound Financial, Llc | 14.277 | 5.331 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 291 | 0,00 | 104 | -4,63 | ||||
| 2026-02-10 | 13F | Up Strategic Wealth Investment Advisors Llc | 21.509 | 0,00 | 8.142 | 3,65 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 8.124 | 0,00 | 3.034 | 2,16 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 83 | 0,00 | 30 | -3,33 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 2.625 | -2,34 | 936 | -6,78 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1.722 | 0,06 | 614 | -4,36 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 145 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 1.000 | -16,67 | 357 | -20,54 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 27.825 | -0,18 | 10.391 | 1,99 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Athena Investment Management | 712 | 0,00 | 266 | 2,31 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 2.303 | 860 | ||||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 65 | 0,00 | 23 | -4,17 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 308 | 0,00 | 110 | -5,22 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 7.055 | -3,96 | 2.635 | -1,86 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 562 | 0,00 | 200 | -4,31 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 18.637 | 0,00 | 6.960 | 0,00 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 625 | 0,00 | 233 | 2,19 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 7.558 | 0,00 | 2.695 | -4,54 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 895 | 0,00 | 319 | -4,49 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 5.038 | -1,45 | 1.796 | -5,92 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 3.846 | -4,71 | 1.436 | -2,64 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 880 | 329 | ||||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 1.071 | 400 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 8.615 | -4,50 | 3.072 | -8,82 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 200.295 | -2,84 | 74.798 | -0,72 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 2.567 | -1,53 | 959 | 0,63 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 1.055 | -9,67 | 376 | -13,76 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 14.159 | 2,53 | 5.288 | 4,76 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 11.781 | 4,27 | 4.400 | 6,54 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 2.208 | 0,00 | 825 | 2,23 | ||||
| 2026-02-13 | 13F | Trustees of Columbia University in the City of New York | 7.775 | 2.903 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 373 | -88,17 | 133 | -88,79 | ||||
| 2026-02-13 | 13F | Rhumbline Advisers | 83.116 | -19,62 | 31.039 | -17,87 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 852 | 304 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.172 | -22,87 | 774 | -26,36 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 23.829 | 340,22 | 8.899 | 349,85 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1.147 | 0,00 | 409 | -4,44 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 1.875 | 0,00 | 700 | 2,19 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 1.625 | -39,34 | 579 | -42,10 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 1.525 | -1,93 | 569 | 0,18 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 788 | 0,00 | 281 | -4,76 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 1.974 | -8,01 | 737 | -5,99 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2.322 | -21,37 | 828 | -24,95 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 1.043 | 372 | ||||||
| 2026-02-03 | 13F | Fiduciary Counselling Inc | 32.448 | 0,00 | 12.117 | 2,18 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 68.977 | -2,93 | 25.759 | -0,81 | ||||
| 2026-02-03 | 13F | Bokf, Na | 1.297.149 | 1,34 | 484.407 | 3,54 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 4.655 | 0,19 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 934 | 2,19 | 349 | 4,19 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 1.060 | 0,00 | 378 | -4,56 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 3.329 | 0,03 | 1.187 | -4,51 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 6.473 | 0,00 | 2.308 | -4,51 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 687 | 0,00 | 245 | -4,69 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 698 | 261 | ||||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 4.523 | 0,00 | 1.689 | 2,18 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 74 | 28 | ||||||
| 2026-02-10 | 13F | One Capital Management, LLC | 2.820 | 392,15 | 1.053 | 403,83 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 748 | -0,40 | 267 | -5,00 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Foster & Motley Inc | 1.037 | -0,10 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 74.728 | -5,79 | 26.645 | -10,05 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 13.782 | -2,23 | 5.147 | -0,12 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 5.270 | 0,82 | 1.968 | 3,04 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 1.571 | 0,00 | 560 | -4,44 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 7.815 | 0,00 | 2.918 | 2,17 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 18.987 | -96,00 | 6.770 | -96,18 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 655 | 0,15 | 233 | -4,51 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 7.957 | 0,00 | 2.972 | 2,17 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1.925 | 0,00 | 686 | -4,46 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 726 | 0,28 | 271 | 2,65 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 286 | 0,00 | 105 | 0,00 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 842 | 0,00 | 314 | 2,28 | ||||
| 2026-02-11 | 13F | Capital International Investors | 8.619 | 94,25 | 3.243 | 100,49 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 1.207 | 0,00 | 430 | -4,44 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 1.082 | 0,09 | 386 | -4,47 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 30.429 | 0,02 | 10.850 | -4,51 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 114 | 0,00 | 41 | -4,76 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 4.567.946 | 9,19 | 1.705.854 | 11,56 | ||||
| 2026-02-11 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 3.404 | -6,07 | 1.214 | -10,35 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 17.266 | -0,24 | 6.156 | -4,75 | ||||
| 2026-04-22 | 13F | Motco | 274 | 98 | ||||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 1.980 | 0,00 | 706 | -4,60 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 823 | -6,37 | 293 | -10,67 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 440 | -43,44 | 0 | |||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 663 | 0,15 | 242 | 0,83 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 12 | 4 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 368 | 0,00 | 131 | -4,38 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 2.540 | 0,20 | 906 | -4,33 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3.655 | -0,41 | 1.303 | -4,89 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 1.392 | 0,00 | 520 | 2,17 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 3.850 | 0,00 | 1.373 | -4,52 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 32.760 | 146,72 | 11.681 | 135,58 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 47.428 | 6,66 | 16.911 | 1,84 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 16.925 | -1,50 | 6 | 0,00 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 10.219 | -1,89 | 3.816 | 0,26 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 2.265 | 0,18 | 807 | -4,38 | ||||
| 2026-02-10 | 13F | Catalyst Capital Advisors LLC | 1.462.605 | -0,21 | 546.195 | 1,96 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 745.035 | -1,65 | 278.226 | 0,50 | ||||
| 2026-02-06 | 13F | AAFCPAs Wealth Management, LLC | 1.684 | -4,43 | 629 | -2,33 | ||||
| 2026-02-17 | 13F | Private Capital Management, LLC | 708 | 0,00 | 265 | 2,33 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 7.838 | -25,43 | 2.795 | -28,82 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 724 | 0,14 | 258 | -4,44 | ||||
| 2026-02-17 | 13F | London Co Of Virginia | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 3.000 | -22,76 | 1.120 | -21,07 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 269 | 5,08 | 100 | 7,53 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 90 | 0 | ||||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 566 | 0,35 | 202 | -4,29 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 2.636 | 10,71 | 940 | 5,62 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 11.420 | 0,00 | 4.265 | 2,18 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 239.869 | -2,86 | 89.577 | -0,74 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 19.995 | -51,08 | 7.467 | -50,02 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 780 | -2,62 | 278 | -7,02 | ||||
| 2026-04-24 | 13F | Balentine LLC | 3.868 | 0,00 | 1.379 | -4,50 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 13.804 | 0,34 | 4.922 | -4,20 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3.525 | 68,82 | 1.257 | 61,23 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 3.025 | -1,05 | 1.130 | 1,07 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 2.417 | -0,29 | 903 | 1,92 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 195 | 0,00 | 70 | -4,17 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 429 | 398,84 | 160 | 416,13 | ||||
| 2026-04-22 | 13F | Sentry LLC | 1.382 | -4,69 | 493 | -9,06 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 2.627 | 0,00 | 981 | 2,19 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 16.146 | -0,61 | 5.757 | -6,24 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 43.255 | -1,73 | 16.153 | 0,41 | ||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 3.930 | -0,13 | 1.468 | 2,02 | ||||
| 2026-02-17 | 13F | Angeles Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 11.946 | 0,00 | 4 | 0,00 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 3.404 | 23,56 | 1.297 | 28,83 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 1.445 | -50,31 | 539 | -49,25 | ||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 1.000 | 0,00 | 373 | 2,19 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 10.527 | 54,74 | 3.753 | 47,76 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 2.421 | -40,12 | 904 | -38,79 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 27.260 | -0,63 | 10.180 | 1,53 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 4.363 | -0,34 | 1.629 | 1,81 | ||||
| 2026-02-12 | 13F | Atalanta Sosnoff Capital, Llc | 5.843 | 222,46 | 2.182 | 229,61 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 139.310 | -2,74 | 52.024 | -0,63 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 5.639 | 13,26 | 2.191 | 15,93 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 59.072 | 75,98 | 22.060 | 79,81 | ||||
| 2026-01-29 | 13F | UBS Group AG | 909.631 | -3,76 | 339.693 | -1,67 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 846 | 0,24 | 316 | 2,27 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.322.245 | -1,14 | 493.779 | 1,01 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 68.084 | 2,95 | 25.425 | 25,34 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 104.619 | -0,09 | 37.303 | -4,61 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 2.959 | 0,07 | 1.105 | 2,31 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Linden Thomas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | ARK Investment Management LLC | 38 | 14 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 2.679 | -9,34 | 955 | -13,42 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 4.263 | 2,18 | 1.520 | -2,38 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 1.647 | -20,93 | 587 | -24,45 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 4.736 | -4,94 | 1.689 | -9,25 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 2.335 | -14,69 | 872 | -12,80 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 2.281 | 0,26 | 813 | -4,24 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 18.954 | 1,48 | 6.758 | -3,10 | ||||
| 2026-04-07 | 13F | InvesTrust | 595 | 0,00 | 212 | -4,50 | ||||
| 2026-02-05 | 13F | Prudent Investors Network | 605 | 0,00 | 226 | 1,81 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 2.327 | 0,69 | 830 | -3,94 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 2.945 | 0,00 | 1.050 | -4,46 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 5.808 | -2,09 | 2.272 | 2,53 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 3.185 | 0,00 | 1.189 | 2,15 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 851 | 0,00 | 303 | -4,42 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 652 | 0,00 | 232 | -4,53 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4.814 | -39,09 | 1.717 | -41,85 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 609 | 0,00 | 217 | -4,41 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 2.471 | 923 | ||||||
| 2026-04-10 | 13F | Boston Research & Management Inc | 768 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 663 | 0,00 | 236 | -4,45 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 1.803 | -9,44 | 643 | -13,59 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 47.607 | -1,69 | 17.778 | 0,46 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 88.267 | 32.963 | ||||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 3.400 | 0,00 | 1.223 | -5,19 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 2.205 | 0,00 | 786 | -4,50 | ||||
| 2026-02-05 | 13F | AMJ Financial Wealth Management | 903 | 0,00 | 337 | 2,12 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 886 | -6,83 | 331 | -4,90 | ||||
| 2026-02-12 | 13F | State Board Of Administration Of Florida Retirement System | 134.455 | -11,07 | 50.211 | -9,14 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 2.349 | 0,26 | 838 | -4,34 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 205 | 15,17 | 77 | 16,92 | ||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 2.698 | 0,30 | 1.008 | 2,44 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 2.038 | 0,00 | 727 | -4,60 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 1.583 | 0,13 | 565 | -4,41 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 7.224 | -0,92 | 2.698 | 1,24 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 1.074 | 0,09 | 386 | -3,75 | ||||
| 2026-01-16 | 13F | Bangor Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 1.715 | 0,00 | 612 | -4,53 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 670 | 0,00 | 239 | -4,80 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 410 | 0,24 | 153 | 2,68 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 19.234 | 0,00 | 6.858 | -4,51 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 1.204 | 450 | ||||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 6.810 | -7,16 | 2.543 | -5,11 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 12.000 | 1.100,00 | 4.481 | 1.127,67 | |||
| 2026-02-12 | 13F | Laffer Investments | 1.892 | 0,00 | 707 | 2,17 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 684.338 | -7,06 | 256.245 | -4,69 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 4.281 | -0,97 | 1.526 | -5,45 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 1.613 | 0,25 | 575 | -4,33 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 12.121 | -9,94 | 4.322 | -14,03 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 3.057 | -26,37 | 1.090 | -4,39 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 1.444 | -48,02 | 539 | -46,90 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 22 | 0,00 | 8 | -12,50 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 124.298 | -15,05 | 46.418 | -13,20 | ||||
| 2026-04-13 | 13F | Rydar Equities, Inc. | 721 | 0,28 | 257 | -4,10 | ||||
| 2026-02-12 | 13F | Douglass Winthrop Advisors, LLC | 1.990 | -2,45 | 743 | -0,27 | ||||
| 2026-04-16 | 13F | Security National Bank | 1.528 | -10,96 | 545 | -15,00 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 1.727 | 16,85 | 645 | 19,26 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 1.082 | 0,00 | 404 | 2,28 | ||||
| 2026-02-09 | 13F | Allstate Corp | 1.078.170 | 125,36 | 402.632 | 130,27 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 48.395 | -20,34 | 18.073 | -18,61 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 5.300 | -24,29 | 1.979 | -22,63 | |||
| 2026-04-29 | 13F | Index Technologies Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 258 | 0,00 | 92 | -5,21 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 1.350 | 37,90 | 481 | 31,78 | ||||
| 2025-11-13 | 13F | Mosaic Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 71.360 | -72,32 | 26.649 | -71,72 | ||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 730 | 0,00 | 273 | 2,26 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Optima Capital Llc | 85 | 32 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 1.244 | 0,00 | 444 | -4,53 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 10.374 | -3,17 | 3.874 | -1,05 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 577 | 0,17 | 206 | -4,65 | ||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 123 | 46 | ||||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 7.348 | -3,23 | 2.620 | -7,58 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 727 | -3,58 | 271 | -1,45 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 581 | 0,00 | 207 | -4,17 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 25.506 | 10,92 | 9.095 | 5,92 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 2.970 | 0,20 | 1.059 | -4,25 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 1.173 | 37,03 | 0 | |||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 3.491 | 2,08 | 1.245 | -2,58 | ||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 676 | 0,15 | 252 | 2,44 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 2.112 | -0,56 | 789 | 1,55 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 672 | -2,18 | 240 | -6,64 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 2.527 | 0,04 | 944 | 2,17 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 54.743 | 1,63 | 19 | -5,00 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 883 | 0,00 | 315 | -4,56 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 1.036 | 38,50 | 387 | 41,76 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 48.079 | -20,03 | 17.955 | -18,29 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 25 | 0,00 | 9 | -11,11 | ||||
| 2026-04-22 | 13F | AGH Wealth Advisors, LLC | 625 | 0,00 | 223 | -4,72 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 5.364 | -0,35 | 2.003 | 1,83 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 2.526 | 3,57 | 901 | -1,10 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 160.558 | 5,24 | 60.402 | 8,62 | ||||
| 2026-02-13 | 13F | KilterHowling LLC | 1.711 | 0,29 | 639 | 2,57 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 579 | -17,76 | 216 | -15,95 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 801 | 0,00 | 299 | 2,40 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 15.250 | 0,00 | 5.695 | 2,17 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 8.442 | 8,44 | 3.010 | 3,51 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 5.709 | 2.036 | ||||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 42.236 | -0,71 | 15.773 | 1,45 | ||||
| 2025-11-04 | 13F | Telos Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 681 | 0,29 | 254 | 2,42 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 285 | 0,00 | 106 | 1,92 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 4.179 | -15,47 | 1.561 | -14,80 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 360 | 0,00 | 134 | 2,29 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 247.303 | -2,14 | 88.178 | -6,56 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 22 | 8 | ||||||
| 2026-04-09 | 13F | Dorato Capital Management | 566 | 0,00 | 210 | -2,34 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 9.875 | 1,80 | 3.521 | -2,79 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 146.636 | -28,19 | 52.285 | -31,44 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 3.492 | -4,01 | 1 | 0,00 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 1.052 | -0,19 | 393 | 1,82 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 603 | -1,47 | 215 | -5,70 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2.959 | 1.055 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1.621 | -8,31 | 578 | -12,42 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | First National Trust Co | 2.700 | 0,00 | 1.008 | 2,23 | ||||
| 2025-11-12 | 13F | Ted Buchan & Co | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 10.212 | -4,05 | 3.641 | -8,38 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 1.853 | 0,27 | 661 | -4,35 | ||||
| 2025-11-25 | 13F | Arq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-03-20 | 13F | Consilio Wealth Advisors, Llc | 14.277 | -0,56 | 5.331 | 1,60 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 2.296 | -6,55 | 819 | -12,04 | ||||
| 2026-04-16 | 13F | Mountain Pacific Investment Advisers Inc/id | 573 | 0,00 | 204 | -4,67 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 511 | 0,20 | 182 | -4,21 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 60.692 | 0,92 | 22.665 | 3,11 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 1.690 | 0,00 | 631 | 2,27 | ||||
| 2026-02-17 | 13F | Marquette Associates, Inc. | 321 | -59,47 | 120 | -58,82 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 2.662 | 0,00 | 949 | -4,53 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 1.624 | -11,74 | 579 | -15,72 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 866 | 0,00 | 309 | -4,64 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 3.285 | 0,00 | 1.218 | -0,73 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 1.862 | 0,27 | 664 | -4,33 | ||||
| 2026-04-29 | 13F | Custom Index Systems, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | King Wealth | 686 | -2,14 | 0 | |||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 36.970 | -9,37 | 13.806 | -7,39 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 24 | 9 | ||||||
| 2026-02-17 | 13F | Trexquant Investment LP | 543 | -12,56 | 203 | -10,62 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 5.755 | -0,47 | 2.103 | 7,13 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 829 | -7,37 | 310 | -5,79 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 114 | 0 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 168 | 0,00 | 60 | -4,84 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-03 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Corp | 1.525 | 544 | ||||||
| 2026-01-23 | 13F | Bingham Private Wealth, Llc | 605 | -15,86 | 226 | -7,79 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 27.200 | 0,00 | 10.158 | 2,17 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 1.299 | 0,00 | 463 | -4,54 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 675 | -24,75 | 241 | -28,14 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 249.440 | 0,65 | 88.940 | -3,90 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 1.641.733 | 12,25 | 585.376 | 7,17 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 4.783 | -10,33 | 1.705 | -14,36 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 45 | 16 | ||||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 812 | 0,00 | 303 | 2,36 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 3.147 | 0,00 | 1.175 | 2,17 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 1.835 | 0,00 | 1 | |||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 15.270 | 16,33 | 5.774 | 16,82 | ||||
| 2026-02-19 | 13F | TMB Capital Partners, LLC | 1.183 | 442 | ||||||
| 2026-02-13 | 13F | Tudor Financial Inc. | 23.960 | -0,92 | 8.948 | 1,23 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 1.052 | -22,19 | 375 | -25,60 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 2.588 | -0,69 | 923 | -5,24 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 37 | 0,00 | 13 | 0,00 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 58.079 | 21,06 | 20.709 | 15,58 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 5.427 | -0,62 | 2.027 | 1,55 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 1.138 | 16,24 | 409 | 12,05 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 663 | -0,75 | 236 | -5,22 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 42.267 | 45,12 | 15.784 | 48,29 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.903 | 2,81 | 711 | 5,03 | ||||
| 2026-04-14 | 13F | Lawood & Co | 1.391 | -5,44 | 496 | -9,84 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 47.625 | -21,40 | 17.113 | -24,37 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.451.013 | 0,14 | 915.306 | 2,32 | ||||
| 2026-02-13 | 13F/A | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 1.997 | -1,92 | 746 | 0,13 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 15 | 0,00 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 48.060 | -1,72 | 17.948 | 0,42 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 1.321 | 1,15 | 471 | -3,49 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 6.965 | 44,02 | 2.483 | 37,56 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 827 | -6,13 | 295 | -10,37 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 31.090 | -24,58 | 11.610 | -22,94 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 702 | 0,00 | 250 | -4,58 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 14.805 | -1,14 | 5.279 | -5,62 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1 | 0,00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 1.831 | 10,37 | 653 | 5,33 | ||||
| 2026-01-23 | 13F | Octavia Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 170 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 1.127 | 0,00 | 402 | -4,52 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 1.905 | -1,30 | 711 | 0,85 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 285 | 0,00 | 107 | -0,93 | ||||
| 2026-01-28 | 13F | Absher Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 7.099 | 0,01 | 2.531 | -4,49 | ||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 930 | -3,73 | 332 | -8,06 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 2.512 | 209,74 | 938 | 216,89 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 147.605 | 1,11 | 55.122 | 3,31 | ||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 900 | 0,00 | 321 | -4,76 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 2.467 | 1,65 | 921 | 3,83 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 6.442 | 1,35 | 2.297 | -3,20 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 765 | 2,00 | 273 | -2,86 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 7.271 | 9,13 | 2.715 | 11,50 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 585 | 0,00 | 218 | 2,35 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 824 | 0,12 | 294 | -4,56 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 1.352 | 0,00 | 482 | -4,37 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.656 | 1,37 | 1.739 | 3,58 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 1.808 | -7,42 | 645 | -11,66 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 145 | 0,00 | 54 | 3,85 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.427 | 0,56 | 533 | 2,70 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 14.901 | 2,13 | 5.565 | 4,35 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 8.678 | -2,56 | 3.241 | -0,43 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 1.046 | 0,00 | 373 | -4,62 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 633 | 972,88 | 237 | 1.023,81 | ||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 1.530 | -8,55 | 571 | -6,55 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 6.026 | 149,01 | 2.250 | 154,52 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | State Street Corp | 700 | 0,00 | 261 | 2,35 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 700 | -5,28 | 249 | -9,45 | ||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 985 | 0,20 | 368 | 2,23 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 2.235 | 797 | ||||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 63.640 | -2,16 | 23.766 | -0,03 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 16 | 6 | ||||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 1.622 | 606 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 575 | 0,00 | 207 | -3,74 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 4.535 | 0,00 | 1.617 | -4,49 | ||||
| 2026-02-03 | 13F | Maple Capital Management, Inc. | 1.262 | -2,09 | 471 | 0,00 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 2.011 | 4,79 | 717 | 0,14 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 1.037 | -3,89 | 387 | -1,78 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 170 | 0,00 | 61 | -4,76 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 43.064 | -33,46 | 16.082 | -32,01 | ||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 4.335 | -8,89 | 1.619 | -6,90 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 9.804 | -1,28 | 3.661 | 0,88 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 2.814 | -0,67 | 1.003 | -5,20 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 5.449 | -0,07 | 1.943 | -4,57 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 150.834 | 17,35 | 56.328 | 19,91 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 49.029 | -76,46 | 18.310 | -75,95 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 5.239 | 0,00 | 1.868 | -4,55 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 720 | 0,00 | 269 | 1,90 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 696 | 0,00 | 260 | 1,97 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 298.766 | 270,48 | 111.572 | 278,55 | ||||
| 2026-02-17 | 13F | Utah Retirement Systems | 16.682 | 6.230 | ||||||
| 2026-02-10 | 13F | 360 Financial, Inc. | 564 | 0,00 | 206 | 0,00 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 116 | 78,46 | 43 | 86,96 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 8.442 | 132,31 | 3.010 | 121,81 | ||||
| 2026-02-17 | 13F | Humankind Investments LLC | 25.070 | 0,00 | 9.362 | 2,18 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 3.230 | 0,00 | 1.152 | -4,56 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 851 | -10,61 | 303 | -14,65 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 2.217.141 | 28,44 | 827.969 | 31,24 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 1.290 | 482 | ||||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 1.643 | 0,00 | 586 | -4,57 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 910 | -0,55 | 324 | -4,99 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 816 | 305 | ||||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 1.732 | 0,00 | 647 | 2,05 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 19.276 | -0,86 | 6.873 | -5,33 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 6.785 | 0,00 | 2.419 | -4,50 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 56.335 | 0,88 | 21.038 | 3,07 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 174.862 | 4,82 | 65.301 | 7,10 | ||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 629 | 224 | ||||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 2.599 | -1,63 | 927 | -6,09 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 958 | 0,00 | 342 | -4,48 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 13.071 | -0,12 | 4.661 | -4,64 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 38.000 | -26,21 | 14.191 | -24,61 | |||
| 2026-04-16 | 13F | Balboa Wealth Partners | 826 | 10,58 | 295 | 5,76 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 15 | 5 | ||||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 10.480 | 0,00 | 4.084 | 4,11 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 4.154 | 0,00 | 1.551 | 2,17 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 96.475 | -0,39 | 36.028 | 1,77 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 919 | 343 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 32.237 | -45,75 | 12.039 | -44,57 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 13.500 | -15,62 | 5.041 | -13,78 | |||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 82.301 | 10,77 | 30.735 | 13,18 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 867 | 0,00 | 324 | 2,22 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 8.754 | 2,98 | 3.269 | 4,34 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 39.400 | 0,00 | 14.714 | 2,18 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 4.499 | -5,92 | 1.604 | -10,35 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 3.543 | 0,00 | 1.263 | -4,54 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 89.307 | -0,30 | 33.351 | 1,87 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.342.895 | 1,63 | 501.491 | 3,84 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 1.135 | -3,57 | 415 | 3,76 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 2.666 | -10,27 | 951 | -14,34 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 6.047 | -15,46 | 2.156 | -19,28 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 27.118 | 12,24 | 10.127 | 14,68 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 4.126 | -1,20 | 1.471 | -5,64 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 550 | 0,00 | 196 | -4,39 | ||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 75 | 0,00 | 28 | 3,70 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 547 | 0,00 | 204 | 2,51 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 6.394 | -5,71 | 2.280 | -9,99 | ||||
| 2026-02-12 | 13F | IFC Advisors LLC | 13.072 | 0,00 | 4.882 | 2,18 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 5.966 | 10,03 | 2.228 | 12,42 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 4.534 | 1.617 | ||||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 307 | -9,97 | 115 | -8,06 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 6.489 | -7,97 | 2.423 | -5,94 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 2.647 | 162,86 | 944 | 150,80 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 600 | -23,27 | 224 | -21,40 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 1.271 | 0,00 | 400 | 0,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 20.862 | 0,01 | 7.439 | -4,51 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 1.836 | 0,00 | 686 | 0,00 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 209.813 | -1,32 | 78.353 | 0,83 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 723 | 0,00 | 258 | -4,46 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 1.497 | 90,22 | 534 | 81,91 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | SMART Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Spinnaker Trust | 3.092 | 0,00 | 1.102 | -4,51 | ||||
| 2026-01-30 | 13F | Joseph Group Capital Management | 967 | -19,35 | 361 | -17,58 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 55.275 | -2,45 | 19.709 | -6,86 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 482 | 0,00 | 172 | -4,47 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 76.144 | -0,61 | 28.435 | 1,55 | ||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 10.322 | 0,07 | 3.855 | 2,25 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 10.189 | 15,18 | 3.633 | 9,89 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 724 | -93,97 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 1.572 | 0,00 | 561 | -4,60 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 4.472 | 1.670 | ||||||
| 2026-04-16 | 13F | Diversified Trust Co | 18.302 | 0,27 | 6.526 | -4,27 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 2.879 | -2,51 | 1.075 | -0,37 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 644 | 0,00 | 240 | 2,13 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 1.109.517 | -4,73 | 414.217 | -2,68 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 502 | 0,00 | 187 | 2,19 | ||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 2.573 | 0,00 | 1 | |||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 2.240 | -5,88 | 799 | -10,14 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 6.750 | -0,63 | 2.407 | -5,13 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.441 | 14,00 | 514 | 8,69 | ||||
| 2026-01-29 | 13F | Calamos Advisors LLC | 651 | -23,95 | 243 | -22,12 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 1.753 | -0,11 | 625 | -4,58 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 1.608 | 0,00 | 600 | 2,21 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 105.534 | -2,78 | 37.629 | -7,17 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 733 | 25,95 | 261 | 20,28 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 12.618 | -0,88 | 4.712 | 1,29 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 14.979 | -85,77 | 5.594 | 1,75 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 550 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Legal & General Group Plc | 48.430 | 36,89 | 18.082 | 40,21 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 4.528 | 0,00 | 1.691 | 2,18 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 18.373 | -16,53 | 7 | -25,00 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 78.036 | -0,81 | 28 | -6,90 | ||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 1.829 | 0,00 | 683 | 2,10 | ||||
| 2026-02-03 | 13F | MPS Loria Financial Planners, LLC | 333.549 | -0,21 | 124.560 | 1,96 | ||||
| 2026-01-07 | 13F | Holistic Financial Partners | 760 | 0,00 | 284 | 2,17 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 4.168 | 0,00 | 1.486 | -4,50 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 1.949 | 0,00 | 695 | -4,54 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 33.698 | 12.584 | ||||||
| 2026-01-20 | 13F | Aspiriant, Llc | 114.328 | 2,02 | 42.695 | 4,24 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 1.046 | 16,35 | 373 | 11,34 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 2.157 | -0,46 | 769 | -4,94 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Petix & Botte Co | 329 | -50,00 | 235 | -4,49 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 3.228 | 0,00 | 1.151 | -4,48 | ||||
| 2026-04-23 | 13F | Ami Asset Management Corp | 708 | -59,77 | 252 | -61,64 | ||||
| 2026-01-08 | 13F | Sentinel Wealth Management, Inc. | 51.909 | -2,76 | 19.385 | -0,65 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 6.979 | 0,00 | 2.488 | -4,53 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 535 | 970,00 | 200 | 1.005,56 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 1.524 | -13,11 | 543 | -17,10 | ||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 9.563 | -0,16 | 3.571 | 2,03 | ||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 25.732 | 1,07 | 9.540 | -1,71 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 6.146 | 0,00 | 2.191 | -4,53 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 21.804 | -1,13 | 8.142 | 1,03 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 8.800 | 113,85 | 3.286 | 118,63 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 541 | 202 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 1.927 | 0,00 | 687 | -4,45 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 3.425 | 0,00 | 1.279 | 2,24 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 5.147 | 8,98 | 1.922 | 11,42 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 50.724 | 26,48 | 18.086 | 20,77 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 1.128 | -8,96 | 402 | -12,99 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 1.252 | -4,06 | 468 | -2,10 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 917 | 0,00 | 342 | 2,09 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 822 | 0,00 | 293 | -4,25 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 687 | 0,00 | 257 | 1,99 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 6.324 | -3,24 | 2.362 | -1,13 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 94.537 | -1,33 | 33.708 | -5,79 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 14.136 | 0,00 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 82 | 0,00 | 31 | 0,00 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 2.722 | 104,05 | 1.017 | 108,62 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 658 | 246 | ||||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 1.465 | -29,16 | 522 | -32,38 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 577 | 0,00 | 215 | 2,38 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 1.170 | 0,00 | 417 | -4,58 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 11.960 | 0,00 | 4.466 | 2,17 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 25.598 | 0,00 | 9.127 | -4,52 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 24.920 | -1,64 | 8.885 | -6,09 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 29.168 | -1,02 | 10.892 | 1,14 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 131.275 | 14,27 | 46.807 | 9,10 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 32.858 | -10,39 | 12.270 | -8,44 | ||||
| 2026-02-04 | 13F | Ofc Financial Planning, Llc | 3.439 | 0,00 | 1.284 | 2,23 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 212 | -7,02 | 76 | -11,76 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 5.381 | -1,77 | 1.919 | -6,21 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 1.587 | 0,25 | 566 | -4,40 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 40.168 | 0,46 | 15.000 | 2,65 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 1.136 | -52,80 | 424 | -51,76 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 10.354 | 0,09 | 3.692 | -4,45 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 1.359 | 77,88 | 485 | 69,82 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 38.947 | 14 | ||||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 71.246 | -3,50 | 25.391 | -7,91 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 3.121 | 0,00 | 1.166 | 2,19 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1.065 | 0,00 | 380 | -4,53 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 13.839 | -2,50 | 4.934 | -6,91 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 125.692 | 0,54 | 46.938 | 2,73 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 1.182 | 0,08 | 422 | -4,54 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 1.427 | 0,21 | 509 | -4,33 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 3.400 | 0,00 | 1.270 | 2,17 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 28.310 | 0,00 | 10.094 | -4,52 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 17.142 | -0,53 | 5.943 | -7,66 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 9.826 | -3,64 | 3.591 | 3,73 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 2.959 | -2,73 | 1.105 | -0,54 | ||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 609 | 0,16 | 227 | 2,25 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 16.330 | -0,32 | 6.098 | 1,85 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 10.311 | 0,24 | 3.677 | -4,30 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 17.927 | 10,60 | 6.972 | 15,17 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 7.572 | 16,69 | 2.828 | 19,23 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 996 | -19,02 | 372 | -17,37 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 185.221 | 3,94 | 69.205 | 7,93 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 78.942 | 10,94 | 29.480 | 13,36 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 90.464 | -0,15 | 33.783 | 2,02 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 52.161 | -1,00 | 19.479 | 1,15 | ||||
| 2026-05-01 | 13F | Summit Place Financial Advisors, LLC | 682 | 0,00 | 243 | -4,33 | ||||
| 2026-01-27 | 13F | Vista Finance, Llc | 588 | 0,00 | 220 | 2,34 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 4.036 | -9,91 | 1.496 | -11,69 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 2.450 | 91,11 | 934 | 98,51 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 480.347 | 0,62 | 179.381 | 2,81 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 2.573 | -62,29 | 961 | -61,49 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Paul R. Ried Financial Group, LLC | 5.837 | 0,00 | 2.180 | 2,16 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 1.516 | 0,13 | 540 | -4,42 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 3.896 | 0,00 | 1.389 | -4,47 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 2.130 | -8,97 | 795 | -7,02 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 2.421 | 0,21 | 904 | 2,38 | ||||
| 2026-02-12 | 13F | First Financial Bankshares Inc | 15.478 | -0,03 | 5.780 | 2,16 | ||||
| 2025-11-13 | 13F | Benchmark Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Bailard, Inc. | 655 | 14,51 | 245 | 16,75 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 6.335 | -0,72 | 2.366 | 1,42 | ||||
| 2025-11-07 | 13F | Ingalls & Snyder Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 4.725 | 0,06 | 1.685 | -4,48 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 2.897 | -2,85 | 1.033 | -7,28 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 1.557 | 0,00 | 555 | -4,48 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 500 | 0,00 | 178 | -4,30 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 652 | -1,95 | 232 | -6,45 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 352.531 | 8,49 | 131.649 | 10,86 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 2.106 | 83,29 | 751 | 74,83 | ||||
| 2026-02-14 | 13F | Somerville Kurt F | 1.744 | 0,00 | 651 | 2,20 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 2.197 | 56,26 | 783 | 49,14 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 434 | -29,20 | 162 | -27,68 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 1.450 | 0,00 | 517 | -4,44 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 2.925 | 1,04 | 1.043 | -3,61 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 1.647 | 0,00 | 587 | -4,55 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 17.733 | 0,26 | 6.622 | 2,44 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 256.407 | 29,25 | 95.752 | 32,07 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 1.424 | 0,00 | 532 | 2,12 | ||||
| 2026-02-17 | 13F | Mittelman Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 7.117 | 0,00 | 2.467 | -7,84 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 4.727 | -8,20 | 1.685 | -12,33 | ||||
| 2025-11-14 | 13F | Satovsky Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bfsg, Llc | 10 | 0,00 | 4 | 0,00 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 6.027 | 2.251 | ||||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 2.787 | 13,38 | 1.041 | 15,81 | ||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 12.232 | -12,70 | 4.576 | -3,80 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 588.838 | 219.896 | ||||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 1.850 | 0,00 | 660 | -4,49 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 1.855 | 0,00 | 661 | -4,48 | ||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 6.348 | -0,73 | 2.371 | 1,41 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 3.265 | 0,00 | 1.219 | 2,18 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 2.172 | -5,28 | 811 | -3,22 | ||||
| 2025-11-14 | 13F | Allium Financial Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 1.798 | 0,00 | 641 | -4,47 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 493.513 | 2,66 | 184.275 | 4,89 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 2.514 | 5,90 | 897 | 1,13 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6.549 | 53,99 | 2.446 | 57,34 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 1.234 | 0,00 | 440 | -4,57 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 85 | 1,19 | 32 | 3,33 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 19.699 | 0,00 | 7.356 | 2,18 | ||||
| 2026-04-13 | 13F | Advocate Group Llc | 917 | -8,30 | 327 | -12,60 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 19.833 | 0,02 | 7.072 | -4,51 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 2.930 | -1,61 | 1.094 | 0,55 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 1.801 | 0,00 | 672 | 2,13 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 2.041 | -0,73 | 762 | 1,46 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 594 | 7,41 | 212 | 2,43 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 36.977 | 0,99 | 13.185 | -3,58 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 2.831.032 | -0,10 | 1.057.220 | 2,08 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Vista Private Wealth Partners. LLC | 3.222 | 0,00 | 1.094 | 0,00 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 1.392 | 0,00 | 520 | 2,17 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 26.218 | 0,00 | 9.791 | 2,17 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 1.450 | 4,54 | 541 | 6,92 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 77.364 | 0,02 | 28.891 | 2,20 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 9.273 | -0,01 | 3.306 | -4,53 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 3.657 | 0,85 | 1.337 | 8,53 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 209 | 0,00 | 78 | 1,32 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 749 | 0,00 | 267 | -4,30 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 2.179 | 415,13 | 777 | 394,27 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 2.751 | 0,00 | 981 | -4,58 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 2.982 | 0,00 | 1.063 | -4,49 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 13.601 | -7,20 | 5.079 | -5,17 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3.665 | 0,05 | 1.307 | -4,53 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 990 | -0,20 | 353 | -4,86 | ||||
| 2026-02-09 | 13F | NWK Group, Inc. | 640 | 0,00 | 239 | 2,58 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 40 | 0,00 | 14 | 0,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 5.189 | 0,66 | 1.850 | -3,90 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 21.976 | 88,94 | 8.207 | 93,08 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 23.903 | 3,68 | 9.076 | 7,72 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 7.417 | -1,79 | 2.645 | -6,24 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 2.300 | 0,00 | 859 | 2,14 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 3.561 | 0,25 | 1.270 | -4,30 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 637 | -3,04 | 0 | |||||
| 2026-04-08 | 13F | Grove Bank & Trust | 269 | 0,00 | 96 | -5,00 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 307.337 | -34,18 | 114.772 | -32,75 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 667 | 0,30 | 249 | 2,47 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 57.402 | -0,82 | 20.467 | -5,31 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 632 | 0,00 | 225 | -4,26 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 14.497 | 0,06 | 5.414 | 2,23 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 6.608 | 1,88 | 2.356 | -2,73 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 59 | -15,71 | 21 | -19,23 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 2.050 | -11,41 | 731 | -15,51 | ||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 24.393 | -2,83 | 9.110 | -0,72 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 564 | 0,00 | 211 | 1,94 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 28.073 | 0,17 | 10.483 | 2,34 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1.582 | -28,58 | 564 | -31,80 | ||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 146 | 0,00 | 55 | 1,89 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 5.461 | 0,02 | 2 | -50,00 | ||||
| 2026-02-17 | 13F | Rothschild Capital Partners, LLC | 1.176 | 0,26 | 439 | 2,57 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 341 | 0,00 | 121 | -4,72 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 7.304 | 2.728 | ||||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 3.548 | 0,00 | 1.325 | 2,16 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 645 | 0,00 | 241 | 2,13 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 6.476 | -0,60 | 2.309 | -5,06 | ||||
| 2026-02-13 | 13F | Commerce Bank | 197.238 | 0,12 | 73.657 | 2,30 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 51.080 | 79,57 | 19 | 90,00 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 9.541 | 0,00 | 3.563 | 2,15 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 29.731 | -0,26 | 11.103 | 1,91 | ||||
| 2026-02-05 | 13F | Wealth Advisors of Iowa, LLC | 832 | 0,00 | 311 | 2,31 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 66 | 24 | ||||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 7.785 | 0,00 | 2.776 | -4,54 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 805 | -1,59 | 287 | -6,23 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 2.987 | 4,59 | 1.065 | -0,19 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 29.630 | 0,46 | 11.065 | 2,64 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 2.205 | 29,63 | 823 | 32,53 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 3.991 | 0,55 | 1.423 | -3,98 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 10.723 | 21,88 | 3.823 | 16,38 | ||||
| 2026-01-16 | 13F | Omnia Family Wealth, LLC | 1.848 | 690 | ||||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 24.550 | 0,00 | 9.168 | 2,17 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 7.117 | 2.467 | ||||||
| 2026-04-14 | 13F | Plancorp, LLC | 10.188 | -0,40 | 3.790 | -0,76 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 1.346 | 0,00 | 503 | 2,24 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 2.096 | 0,00 | 747 | -4,48 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 1.383 | -2,40 | 493 | -7,85 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 3.324 | 96,92 | 1.241 | 101,46 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 350 | -63,16 | 131 | -62,54 | ||||
| 2026-05-01 | 13F | Avion Wealth | 130 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Zacks Investment Management | 1.450 | 7,57 | 541 | 9,96 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 59.203 | 0,41 | 21.109 | -4,13 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 6.983 | -2,17 | 2.608 | -0,04 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 593 | 211 | ||||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 12.128 | 0,27 | 4.324 | -4,25 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 39.558 | -0,01 | 14.773 | 2,16 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 855 | 305 | ||||||
| 2026-02-12 | 13F | RMR Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 290.982 | -0,06 | 103.753 | -4,58 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 17.408 | -0,45 | 6.207 | -4,96 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 7.765 | 0,01 | 2.769 | -4,52 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 1.632 | -0,91 | 610 | 1,33 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 26.159 | 1,04 | 9.769 | 3,23 | ||||
| 2026-04-24 | 13F | Center for Wealth Management Advisory | 7.663 | -24,10 | 2.732 | -27,53 | ||||
| 2026-01-21 | 13F | Snider Financial Group | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 27.696 | -46,75 | 10.343 | -45,60 | ||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 677 | 253 | ||||||
| 2026-02-17 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.535 | 0,00 | 573 | 2,14 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 77.792 | -6,78 | 29.045 | -4,83 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 3.403 | 0,21 | 1.213 | -4,26 | ||||
| 2026-02-12 | 13F | Azimuth Capital Investment Management LLC | 2.439 | -4,58 | 911 | -2,57 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 589 | -22,40 | 220 | -20,94 | ||||
| 2026-02-17 | 13F | PACK Private Wealth, LLC | 1.772 | 0,00 | 662 | 2,16 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 6.732 | -3,58 | 2.400 | -7,94 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 655 | 234 | ||||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 1.824 | 0,22 | 681 | 2,41 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 7.319 | 2.733 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 1.203 | -1,15 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 2.051 | 41,55 | 731 | 35,12 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 15.787 | 3,92 | 5.896 | 6,18 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 5 | 0,00 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 3.795 | -17,41 | 1.353 | -21,11 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 20.523 | -0,02 | 7.318 | -4,54 | ||||
| 2026-02-23 | 13F | Drake & Associates, LLC | 1.079 | 0,00 | 403 | 0,50 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5.913 | 1,32 | 2.109 | -3,26 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 827 | 295 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 12.930 | 0,07 | 4.610 | -4,46 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 11.104 | -2,43 | 4.147 | -0,31 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6.908 | -2,80 | 2.463 | -7,20 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 167.532 | -0,88 | 62.563 | 1,28 | ||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 780 | -2,50 | 291 | -0,34 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 793 | 0,00 | 283 | -4,73 | ||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 600 | -25,00 | 224 | -23,29 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 9.396 | -11,83 | 3.509 | -9,91 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 12 | -99,98 | 4 | -99,99 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 88.157 | 39,67 | 32.921 | 42,71 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 195 | 8,33 | 73 | 10,77 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 6.423 | 1,41 | 2.399 | 3,63 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 1.980 | 0,00 | 706 | -4,60 | ||||
| 2026-04-30 | 13F | Red Cedar Investment Management, Llc | 395.325 | -3,40 | 140.957 | -7,77 | ||||
| 2026-02-06 | 13F | Intellus Advisors LLC | 688 | 0,00 | 257 | 1,99 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 290 | 103 | ||||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 754 | 0,00 | 269 | -4,63 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 725 | 0,00 | 271 | 2,27 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 652 | -3,41 | 243 | -1,22 | ||||
| 2026-02-13 | 13F | Paragon Capital Management LLC | 54.814 | -6,12 | 20.470 | -4,07 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 3.264 | 0,00 | 1.164 | -4,52 | ||||
| 2026-04-23 | 13F | Simmons Bank | 5.060 | -0,94 | 1.804 | -5,40 | ||||
| 2026-02-11 | 13F | Syon Capital Llc | 1.600 | 0,00 | 598 | 2,23 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 82.562 | -1,24 | 29.438 | -5,71 | ||||
| 2026-02-13 | 13F | Parker Investment Management, LLC | 87.333 | -0,23 | 32.614 | 1,94 | ||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 4.295 | -48,33 | 1.532 | -50,68 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 215 | 0,00 | 77 | -5,00 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 1.358 | 0,00 | 484 | -4,54 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 649.033 | -0,82 | 242.375 | 1,34 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 1.097 | 0,00 | 391 | -4,40 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 2.115 | -1,21 | 754 | -5,63 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 1.158 | 24,38 | 413 | 18,73 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 975 | 0,00 | 348 | -4,67 | ||||
| 2026-01-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 1.598 | 0,00 | 597 | 2,05 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 34.926 | 0,18 | 13.043 | 2,37 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 788 | -8,80 | 300 | -9,12 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 496 | 0,00 | 185 | 2,21 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 2.849 | 2,41 | 1.064 | 4,72 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 12.591 | -2,43 | 4.702 | -0,30 | ||||
| 2026-03-03 | 13F/A | Integrated Investment Consultants, LLC | 1.598 | 2,57 | 597 | 4,75 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 1.055 | -0,19 | 376 | -4,57 | ||||
| 2026-02-13 | 13F | Aft, Forsyth & Company, Inc. | 934 | 0,32 | 349 | 2,35 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 7.448 | 10,08 | 2.656 | 5,11 | ||||
| 2026-01-12 | 13F | GenWealth Group, Inc. | 6.294 | -0,25 | 2.388 | 3,56 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 19.028 | 3,71 | 7.106 | 5,97 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 38.775 | -1,02 | 14.480 | 1,15 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 58.955 | -4,88 | 22.750 | -1,71 | ||||
| 2026-02-04 | 13F | WealthTrust Asset Management, LLC | 17.543 | 18,47 | 6.551 | 21,05 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 4.853 | 5,23 | 1.812 | 7,54 | ||||
| 2026-02-14 | 13F | Notis-McConarty Edward | 1.600 | -3,03 | 598 | -1,00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 2.240 | 0,00 | 799 | -4,55 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Pointe Capital Management LLC | 1.329 | -3,35 | 496 | -1,20 | ||||
| 2026-02-17 | 13F | Windsor Advisory Group, LLC | 187 | 70 | ||||||
| 2026-01-21 | 13F | V2 Financial group LLC | 1.200 | 0,00 | 448 | 2,28 | ||||
| 2026-02-17 | 13F | Tanaka Capital Management Inc | 235 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Rockport Wealth LLC | 1.048 | 0,00 | 391 | 2,09 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.523 | -2,75 | 543 | -7,02 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 5.844 | -13,97 | 2.103 | -17,92 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 725 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 11.577.955 | 2,86 | 4.323.672 | 5,64 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 1.269 | 0,00 | 452 | -4,44 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 1.900 | 0,00 | 677 | -4,51 | ||||
| 2026-02-11 | 13F | Mandatum Life Insurance Co Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Circle Wealth Management, LLC | 22.121 | -25,98 | 8.261 | -24,37 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 2.007 | 0,00 | 716 | -4,54 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 684 | 255 | ||||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 453 | 29,43 | 171 | 34,65 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 2.245 | 838 | ||||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 15.179 | -1,69 | 5.412 | -6,12 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 733 | 0,00 | 274 | 2,25 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 118 | 42 | ||||||
| 2026-04-24 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 93.093 | -1,97 | 36.114 | 0,22 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 45 | 0,00 | 17 | 0,00 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 839 | 0,00 | 313 | 2,29 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 1.332 | -2,70 | 497 | -0,60 | ||||
| 2026-02-10 | 13F | Acadian Asset Management Llc | 4.487 | -56,44 | 2 | -66,67 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 1.281 | 0,00 | 457 | -4,60 | ||||
| 2026-04-28 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 791.000 | 0,00 | 282.039 | -4,52 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 913 | -8,43 | 326 | -12,63 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 935 | 0,00 | 333 | -4,58 | ||||
| 2026-02-12 | 13F | Betterment LLC | 3.958 | 55,83 | 1 | |||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 184.997 | 0,72 | 69.085 | 2,92 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 2.388 | 12,75 | 892 | 15,12 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 23.409 | -0,30 | 8.347 | -4,81 | ||||
| 2026-01-29 | 13F | ODonnell Financial Services, LLC | 914 | 0,00 | 341 | 2,10 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | KM Capital Management Ltd. | 9.033 | 1,98 | 3.373 | 4,20 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2.403 | 0,00 | 857 | -4,57 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 11.475 | 19,84 | 4.285 | 22,46 | ||||
| 2026-02-10 | 13F | Riverpoint Wealth Management Holdings, LLC | 7.641 | 0,91 | 2.853 | 3,11 |

