IWD - iShares Trust - iShares Russell 1000 Value ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Trust - iShares Russell 1000 Value ETF
US ˙ ARCA ˙ US4642875987

Grundlæggende statistik
Institutionelle ejere 1907 total, 1901 long only, 2 short only, 4 long/short - change of 3,64% MRQ
Gennemsnitlig porteføljeallokering 0.5905 % - change of -1,45% MRQ
Institutionelle aktier (lange) 274.885.106 (ex 13D/G) - change of 13,34MM shares 5,09% MRQ
Institutionel værdi (lang) $ 57.246.902 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares Russell 1000 Value ETF (US:IWD) har 1907 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 274,885,106 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Goldman Sachs Group Inc, Jpmorgan Chase & Co, Fmr Llc, Financial Engines Advisors L.L.C., Envestnet Asset Management Inc, UBS Group AG, Wells Fargo & Company/mn, and Baird Financial Group, Inc. .

iShares Trust - iShares Russell 1000 Value ETF (ARCA:IWD) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of April 24, 2026 is 227,65 / share. Previously, on April 28, 2025, the share price was 181,05 / share. This represents an increase of 25,74% over that period.

IWD / iShares Trust - iShares Russell 1000 Value ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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

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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.

IWD / iShares Trust - iShares Russell 1000 Value ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-21 13F Topsail Wealth Management, LLC 349 0,00 75 1,37
2026-04-27 13F Navigate Wealth Management, LLC 1.724 389
2026-01-13 13F Guerra Pan Advisors, Llc 978 -4,77 206 -1,91
2026-04-21 13F Financial Consulate, Inc 329 0,00 70 1,45
2026-02-13 13F AlTi Global, Inc. 35.222 -5,21 7.409 -2,06
2026-01-15 13F Rebalance, Llc 34.508 -19,61 7.258 -16,94
2026-02-10 13F Rothschild Investment Llc 28.647 3,42 6.026 6,85
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-04-17 13F Hanson & Doremus Investment Management 25.698 0,10 5 0,00
2026-04-27 13F JB Capital LLC 1.582 2,13 338 3,69
2026-02-11 13F Eldridge Investment Advisors, Inc. 8.179 0,00 1.720 3,30
2026-02-10 13F Bruce G. Allen Investments, LLC 7.371 1,26 1.550 4,66
2026-02-12 13F Hamilton Point Investment Advisors, LLC 2.527 -2,32 532 0,95
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0 -100,00
2026-01-27 13F TD Waterhouse Canada Inc. 955 38,41 201 42,86
2026-04-27 13F Greenleaf Trust 7.183 0,98 1.535 2,54
2026-01-30 13F Sigma Planning Corp 4.903 22,21 1.031 26,35
2026-04-24 13F Financial Life Planners 1.638 -4,38 350 -3,06
2026-02-10 13F IFG Advisory, LLC 7.611 1.601
2026-01-12 13F CVA Family Office, LLC 3.948 0,00 830 3,36
2026-02-04 13F JSF Financial, LLC 2.944 -4,54 619 -1,28
2026-01-27 13F Elevate Wealth Advisory, Inc 4.866 0,08 1.023 3,44
2026-02-13 13F Smartleaf Asset Management LLC 30.524 57,86 6.469 64,65
2026-02-10 13F Ellevest, Inc. 5.169 0,00 1.087 3,33
2026-02-03 13F Merrithew & Thorsten Inc 304 0
2026-04-13 13F Bannerman Wealth Management Group, Llc 7.842 -1,63 1.676 -0,06
2025-11-07 13F Synovus Financial Corp 3.240.013 0,12 659.646 4,94
2026-01-07 13F Aventura Private Wealth, LLC 34 0,00 7 16,67
2026-04-06 13F Trust Co of the South 6.000 0,00 1.282 1,58
2026-02-05 13F RiverFront Investment Group, LLC 4.315 -0,69 908 2,60
2026-04-13 13F Ledgewood Wealth Advisors, LLC 950 203
2026-02-02 13F Advisors Preferred, LLC 80.083 16.994
2026-02-06 13F EverSource Wealth Advisors, LLC 10.097 53,36 2.124 58,43
2026-01-29 13F Quest 10 Wealth Builders, Inc. 23 0,00 5 0,00
2026-04-10 13F Atala Financial Inc 2.424 0,00 522 2,36
2026-02-09 13F Fisher Asset Management, LLC 14.717 16,99 3.096 20,85
2026-02-04 13F Mascoma Wealth Management LLC 5.880 0,00 1.237 3,26
2026-02-12 13F Leigh Baldwin & Co., Llc 0 -100,00 0
2026-04-08 13F Thompson Investment Management, Inc. 1.500 0,00 321 1,59
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-02-09 13F Integrity Alliance, Llc. 16.292 1.517,87 3.427 1.571,22
2025-11-10 13F Brookmont Capital Management 0 -100,00 0
2026-04-14 13F Zrc Wealth Management, Llc 1.220 0,41 261 1,96
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-01-27 13F Regions Financial Corp 178.771 -1,26 37.603 2,02
2026-04-22 13F JNBA Financial Advisors 1.649 0,00 352 1,73
2026-04-16 13F Tortuga Wealth Management, Inc 2.299 483
2026-02-11 13F Napier Financial, LLC 77.792 16.363
2026-01-26 13F Key Capital Management, INC 190 40
2026-02-28 13F NCM Capital Management, LLC 2.848 -0,59 599 2,74
2026-04-22 13F Aspire Private Capital, LLC 1.660 0,00 355 1,43
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 31 0,00 7 0,00
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 1.227 0,08 262 1,95
2026-02-03 13F Sequoia Financial Advisors, LLC 24.883 -1,64 5.234 1,61
2025-11-12 13F CIBC Bancorp USA Inc. 197.036 40.115
2026-04-16 13F Sterling Investment Counsel, LLC 1.272 -5,64 272 -4,24
2026-04-13 13F Mlp3, Llc 0 -100,00 0
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 147.301 22,45 30.983 26,51
2026-02-17 13F EFG International AG 1.661 349
2026-02-12 13F Loomis Sayles & Co L P 31.469 0,00 6.619 3,33
2026-04-21 13F Navigation Wealth Management, Inc. 2.643 12,04 565 13,71
2025-11-13 13F Alamar Capital Management, LLC 8.104 0,00 1.650 4,76
2026-04-24 13F Cassia Capital Partners, LLC 1.814 0,00 388 1,57
2026-04-27 13F Qrg Capital Management, Inc. 5.838 -42,31 1.248 -41,40
2026-02-17 13F one8zero8, LLC 200 0,00 42 5,00
2026-01-29 13F Advantage Trust Co 0 -100,00 0
2026-02-23 13F Wealth Preservation Advisors, LLC 304 0,00 64 3,28
2026-02-09 13F Allium Financial Advisors, Llc 1.291 0,00 272 3,44
2026-04-07 13F Abner Herrman & Brock Llc 1.220 -18,67 0
2026-02-06 13F Pnc Financial Services Group, Inc. 3.557.589 4,89 748.303 8,37
2026-02-17 13F Coppell Advisory Solutions LLC 2.984 -1,81 632 2,43
2026-01-23 13F LOM Asset Management Ltd 300 0,00 63 3,28
2026-02-12 13F Federated Hermes, Inc. 332 66,00 70 72,50
2026-01-22 13F Ridgecrest Wealth Partners, Llc 0 -100,00 0
2026-01-27 13F WealthCollab, LLC 863 0,00 181 3,43
2026-01-28 13F West Michigan Advisors, Llc 6.906 0,03 1.453 3,35
2026-02-06 13F Addison Advisors LLC 1.132 -14,69 238 -11,85
2026-04-16 13F Davis Capital Management 189 0,00 40 2,56
2026-04-21 13F Sbe Llc Dba Cedar Cove Wealth Partners 3.843 -3,13 821 -1,56
2026-02-17 13F Russell Investments Group, Ltd. 5.885 184,99 1.238 194,52
2026-04-23 13F 3Chopt Investment Partners, LLC 1.116 -19,01 238 -17,65
2026-04-27 13F Citizens & Northern Corp 3.029 0,00 647 1,57
2026-04-27 13F Koshinski Asset Management, Inc. 2.560 32,99 547 35,15
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-02-12 13F Summit Financial, LLC 63.208 2,23 13.295 5,62
2026-04-15 13F Bright Futures Wealth Management, LLC. 1.419 0,00 303 1,68
2026-02-04 13F GGM Financials LLC 2.966 0,71 624 4,01
2026-02-19 13F Birchwood Financial Partners, Inc. 882 185
2026-02-05 13F Thrivent Financial For Lutherans 338.643 16,30 72 20,34
2026-02-05 13F BG Investment Services, Inc. 14.952 -2,41 3.145 0,83
2026-02-04 13F Liberty Wealth Management Llc 1.449 -6,64 305 -3,49
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0 -100,00
2026-02-12 13F Litman Gregory Asset Management LLC 7.853 8,06 1.652 11,63
2026-04-17 13F Anchyra Partners Llc 12.579 38,44 2.688 40,61
2026-02-10 13F Anchor Capital Advisors Llc 67.881 372,84 14.278 388,64
2026-02-17 13F Riverview Capital Advisers, LLC 22.327 -4,04 4.696 -0,84
2026-02-17 13F Captrust Financial Advisors 414.312 -1,48 87.146 1,79
2026-04-20 13F Inscription Capital, LLC 1.727 0,17 369 1,93
2026-04-16 13F Capital Investment Advisors, LLC 6.721 5,76 1.436 7,49
2026-04-27 13F CWS Financial Advisors, LLC 0 -100,00 0
2026-01-20 13F Savvy Advisors, Inc. 36.248 2.569,22 7.624 2.662,32
2026-02-04 13F Pandora Wealth, Inc. 2.831 0,00 595 3,30
2026-02-11 13F MCF Advisors LLC 1.926 10,94 405 14,73
2026-04-17 13F Clear Trail Advisors, LLC 1.682 -5,51 359 -4,01
2025-11-05 13F Lokken Investment Group LLC 1.425 0,00 290 5,07
2026-04-17 13F Krilogy Financial LLC 6.351 0,06 1.429 2,73
2026-04-20 13F CWA Asset Management Group, LLC 2.263 -38,08 484 -37,11
2026-02-06 13F Principle Wealth Partners Llc 1.453 -10,31 306 -7,29
2026-01-22 13F Rodgers & Associates, LTD 5.064 25,10 1.065 29,25
2026-01-26 13F Thomasville National Bank 5.761 -5,51 1.212 -2,42
2026-03-04 13F Rehmann Capital Advisory Group 39.225 49,89 8.251 54,87
2026-04-06 13F CX Institutional 120.940 -48,81 26 -48,98
2026-01-07 13F Sagespring Wealth Partners, Llc 56.051 -2,17 11.790 1,07
2026-04-14 13F West Branch Capital LLC 900 0,00 192 1,59
2026-04-17 13F Brown, Lisle/cummings, Inc. 2.819 -3,95 602 -2,43
2026-01-12 13F World Equity Group, Inc. 2.155 -3,32 453 0,00
2026-02-13 13F SYM FINANCIAL Corp 695 31,88 146 36,45
2026-02-17 13F Warren Averett Asset Management, LLC 280.747 41,84 59.052 46,55
2026-01-23 13F Smith, Moore & Co. 21.500 1,17 4.522 4,53
2026-02-13 13F Truvestments Capital Llc 100 0,00 21 5,00
2025-11-14 13F Wetherby Asset Management Inc 1.864 14,99 379 20,70
2026-02-12 13F Index Technologies Group LLC 10.477 2.204
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 8.354 -0,32 1.785 1,31
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 3.622 -3,28 774 -1,78
2026-01-29 13F Camelot Portfolios, LLC 197 41
2026-04-13 13F Richard P Slaughter Associates Inc 1.042 0,00 223 1,37
2026-04-16 13F Capital Advisors, Ltd. LLC 126.075 -0,13 27 0,00
2026-02-11 13F Milestone Investment Advisors LLC 60 0,00 13 0,00
2026-02-13 13F 71 West Capital Partners 1.141.321 240.065
2026-04-14 13F Prospera Financial Services Inc 180.495 -2,36 38.569 -0,82
2026-02-13 13F Vivaldi Capital Management, LLC 3.328 0,24 700 3,40
2026-02-03 13F Patten & Patten Inc/tn 1.149 0,09 242 3,43
2026-04-10 13F Quaker Wealth Management, LLC 232 0,43 50 2,08
2026-01-29 13F Northern Oak Wealth Management Inc 4.240 -6,75 892 -3,68
2026-04-10 13F Capital Advantage, Inc. 5.850 0,00 1.250 1,63
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 144.642 76,60 30.690 83,15
2026-02-11 13F Capital World Investors 22.320 216,24 4.731 229,85
2026-04-27 13F New England Capital Financial Advisors LLC 162 0,00 35 0,00
2026-02-03 13F NewEdge Wealth, LLC 88.296 83,06 18.572 88,59
2026-04-20 13F Ronald Blue Trust, Inc. 48.833 -13,80 10.434 -12,44
2026-02-05 13F Paulson Wealth Management Inc. 270.484 -3,85 56.894 -0,67
2026-01-05 13F Commons Capital, Llc 1.212 0,17 255 3,25
2026-04-20 13F Greenup Street Wealth Management Llc 3.234 -0,68 691 1,02
2026-04-21 13F Founders Capital Management 1.007 0,00 215 1,90
2026-02-13 13F MAI Capital Management 362.100 1,60 76.164 4,97
2026-04-10 13F Impact Capital Partners LLC 2.142 -1,74 458 -0,22
2026-02-03 13F Providence First Trust Co 7.575 479,57 1.593 498,87
2026-04-24 13F James Investment Research Inc 3.584 -4,27 766 -2,80
2026-01-22 13F Personal Cfo Solutions, Llc 7.317 1.539
2026-02-13 13F Kilter Group LLC 104 0,97 22 0,00
2026-02-12 13F Keel Point, LLC 90.660 8,77 19.069 12,38
2026-02-09 13F Frazier Financial Advisors, LLC 108 0,00 23 4,76
2026-02-11 13F Heartland Advisors Inc 2.192 461
2026-04-27 13F Beacon Advisors Holdings, Llc 10.207 -1,85 2.181 -0,32
2026-04-23 13F Game Plan Financial Advisors, LLC 15.780 0,00 3.372 1,57
2026-02-04 13F Valeo Financial Advisors, LLC 46.445 2,40 9.769 5,79
2026-02-10 13F COFG Advisors, LLC 2.055 432
2026-04-08 13F Heritage Family Offices, LLP 1.025 0,00 219 1,86
2026-02-06 13F Forum Private Client Group LLC 1.707 -0,70 359 2,57
2026-01-22 13F Castle Wealth Management Llc 14.414 -0,98 3.032 2,29
2026-04-16 13F Triad Wealth Partners, LLC 2.084 -3,02 445 -1,55
2026-04-24 13F Boston Trust Walden Corp 14.638 0,00 3.128 1,59
2026-04-16 13F Strategic Advisory Partners, Llc 77 16
2026-01-26 13F Quadrant Private Wealth Management, LLC 2.629 -9,31 553 -6,44
2026-01-21 13F Raleigh Capital Management Inc. 339 71
2026-02-02 13F Legacy Edge Advisors, LLC 227.640 47.882
2026-02-11 13F Aufman Associates Inc 2.310 0,00 486 3,19
2026-02-11 13F Fiera Capital Corp 1.016 0,00 214 3,40
2026-01-28 13F Team Hewins, LLC 1.678 0,00 353 3,23
2026-04-15 13F Merit Financial Group, LLC 24.888 22,11 5.318 24,03
2026-02-17 13F Hollow Brook Wealth Management LLC 2.170 0,00 456 3,40
2026-02-10 13F Argent Trust Co 13.228 -0,19 2.782 3,11
2026-04-17 13F/A Founders Financial Securities Llc 0 -100,00 0
2026-02-04 13F Bensler, LLC 7.779 0,03 1.636 3,35
2026-02-17 13F Bank Of America Corp /de/ 52.256.616 5,42 10.991.657 8,91
2026-04-10 13F Armstrong Advisory Group, Inc 1.941 -7,97 415 -6,55
2026-02-11 13F Convergence Financial, LLC 1.062 0,00 223 3,24
2026-02-13 13F Cullen Capital Management, LLC 30.562 1.791,21 6.428 1.853,80
2026-04-22 13F Monument Group Wealth Advisors, LLC 1.175 0,00 251 1,62
2026-02-17 13F Integrated Advisors Network LLC 3.197 42,79 672 47,69
2026-02-10 13F Peapack Gladstone Financial Corp 12.985 7,74 3 0,00
2026-04-20 13F Triangle Securities Wealth Management 2.178 6,71 465 8,39
2026-01-29 13F Mattern Capital Management, Llc 10.013 0,00 2.106 3,34
2026-02-05 13F Clarion Wealth Managment Partners, LLC 10.496 -8,03 2.208 -4,99
2026-04-08 13F Miracle Mile Advisors, LLC 29.130 -0,09 6.224 1,50
2026-04-15 13F Raub Brock Capital Management LP 36.042 3,80 7.701 5,45
2026-01-12 13F Schaper Benz & Wise Investment Counsel Inc/wi 13.705 -1,94 2.883 1,30
2026-04-27 13F Sound Income Strategies, LLC 508 -39,38 109 -40,44
2026-04-27 13F Smith & Howard Wealth Management, LLC Put 0 -100,00 0
2026-02-12 13F Jasper Ridge Partners, L.P. 2.524.684 0,00 531.042 3,32
2026-02-06 13F Planning Alternatives Ltd /adv 0 -100,00 0
2026-01-28 13F Cornerstone Advisory, LLC 23.496 0,28 4.942 3,61
2026-04-20 13F Miller Howard Investments Inc /ny 1.147 -81,20 245 -80,90
2026-04-10 13F Integris Wealth Management, LLC 1.900 0,00 406 1,50
2026-02-17 13F Bitterroot Capital Advisors Llc 72.311 15.210
2026-04-24 13F Ledyard National Bank 1.582 0,00 338 1,81
2026-02-17 13F High Falls Advisors, Inc 2.321 4,27 488 7,73
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.730 42,34 583 44,67
2026-02-17 13F Cardiff Park Advisors, Llc 7.433 0,62 1.563 3,99
2026-04-17 13F Essex Savings Bank 2.967 0,58 634 2,10
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-04-22 13F Bravera Wealth 45 -2,17 10 0,00
2026-02-05 13F Proactive Wealth Strategies LLC 1.347 0,15 283 3,66
2026-01-12 13F Robinson Value Management, Ltd. 4.587 9,40 965 13,01
2026-02-17 13F Campion Asset Management LLC 1.427 -21,51 300 -18,92
2026-04-17 13F Mainstream Capital Management LLC 14.846 -1,03 3.172 0,54
2026-01-27 13F Retirement Income Solutions, Inc 31.963 -4,80 6.723 -1,64
2026-02-17 13F Elequin Capital Lp 6.204 63,05 1.305 68,48
2026-02-13 13F Level Four Advisory Services, Llc 88.901 656,28 18.700 681,45
2026-02-09 13F Parkshore Wealth Management, Inc. 2.782 0,47 585 3,91
2026-04-23 13F Farmers & Merchants Investments Inc 4.434 -16,23 947 -14,91
2026-04-10 13F Country Trust Bank 1.003 0,00 214 1,90
2026-04-16 13F Baron Wealth Management LLC 0 -100,00 0
2026-02-04 13F Tls Advisors Llc 0 -100,00 0
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 1.412 302
2026-04-07 13F Heartwood Wealth Advisors LLC 3.619 46,93 773 49,23
2026-02-13 13F JustInvest LLC 1.555 -14,89 327 -11,86
2026-04-27 13F Smith & Howard Wealth Management, LLC 45.230 4,46 9.643 5,89
2026-02-06 13F Cullen/frost Bankers, Inc. 403.058 6,11 84.779 9,63
2026-01-08 13F Signet Financial Management, Llc 24.540 -4,62 5.162 -1,45
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 3.464 740
2026-02-13 13F Wells Fargo & Company/mn 5.895.769 20,31 1.240.116 24,30
2026-02-17 13F Two Sigma Securities, Llc 7.528 -9,41 1.583 -6,39
2026-01-20 13F Ethos Financial Group, LLC 6.736 -5,86 1.417 -2,75
2026-02-13 13F Cornerstone Financial Management LLC 445 94
2026-04-13 13F Hm Payson & Co 1.329 -2,71 284 -1,39
2026-04-14 13F Legacy Trust 4.285 -17,17 916 -15,90
2026-04-21 13F Wesbanco Bank Inc 5.533 -0,09 1.182 1,55
2026-01-28 13F Clarity Financial LLC 2.209 0,00 465 3,34
2026-02-12 13F BRYN MAWR TRUST Co 115.640 116,61 24.324 123,80
2026-04-15 13F Financial Management Professionals, Inc. 96 0,00 21 0,00
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-22 13F Englebert Financial Advisers, LLC 1.131 0,00 242 1,69
2026-02-09 13F Huntington National Bank 7.813 -6,45
2026-02-17 13F Cahill Financial Advisors Inc 2.742 0,04 577 3,41
2026-04-09 13F Goelzer Investment Management, Inc. 50.383 0,18 10.765 1,77
2026-04-09 13F Adirondack Capital Advisors, LLC 947 202
2026-02-09 13F Harbour Investments, Inc. 6.252 8,50 1.315 12,11
2026-04-15 13F Occidental Asset Management, LLC 4.504 0,00 962 1,58
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 16.358 0,20 3.495 1,81
2026-02-24 13F MidFirst Bank 32.324 6.799
2026-02-02 13F Ellis Investment Partners, LLC 2.326 -2,43 489 0,82
2026-04-16 13F Cornerstone Management, Inc. 1.358 0,00 290 1,75
2026-04-13 13F First Hawaiian Bank 6.771 0,00 1.447 1,54
2026-04-20 13F Jfs Wealth Advisors, Llc 53.950 -0,54 11.527 1,03
2026-01-29 13F Comerica Bank 974.143 1,42 204.901 4,78
2026-02-18 13F Caitlin John, LLC 260 0,00 55 3,85
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-04-15 13F JP Wealth Management, Inc. 5.216 0,00 1.115 1,55
2026-02-06 13F Clientfirst Wealth Management, LLC 14.479 0,00 3.046 3,33
2026-04-21 13F Vigil Wealth Management, LLC 8.752 0,00 1.870 1,63
2026-02-11 13F Hughes Financial Services, LLC 7 0,00 1 0,00
2026-02-13 13F Delos Wealth Advisors, LLC 66 0,00 14 0,00
2026-02-20 13F Kovitz Investment Group Partners, LLC 41.442 -95,48 8.717 -95,33
2026-02-17 13F Tcw Group Inc 96.333 182,82 20.263 192,21
2026-02-17 13F Mercer Global Advisors Inc /adv 208.607 5,34 43.879 8,83
2026-04-24 13F Michels Family Financial, LLC 3.793 -0,58 810 1,00
2026-01-29 13F Dunhill Financial, LLC 223 -77,79 47 -77,45
2026-02-02 13F Vawter Financial, Ltd. 5.399 0,02 1.136 3,28
2026-02-02 13F Robertson Stephens Wealth Management, LLC 4.636 15,64 975 19,49
2026-01-12 13F Bath Savings Trust Co 0 -100,00 0
2026-02-17 13F XTX Topco Ltd 0 -100,00 0
2026-01-29 13F Matisse Capital 1.763 0,06 371 3,35
2025-11-14 13F Concord Investment Counsel Inc. 0 -100,00 0
2026-04-08 13F Arlington Trust Co LLC 1.849 -24,53 395 -23,30
2026-04-14 13F Lee-Kelleher Wealth Management 2.081 0,00 445 1,60
2026-04-07 13F Plus Group Wealth Advisors LLC 1.866 0,00 399 1,53
2026-04-22 13F Finley Financial, LLC 35.291 -1,64 7.541 -0,09
2026-01-26 13F Keystone Wealth Services, LLC 8.573 3,74 1.803 7,19
2026-02-13 13F Genesis Wealth Advisors, LLC 2.713 0,00 571 3,26
2026-04-15 13F Single Point Partners, LLC 1.531 0,07 327 1,87
2026-02-14 13F Howe & Rusling Inc 1.313 267,79 276 283,33
2026-02-11 13F Vestor Capital, Llc 1.630 147,34 0
2026-02-17 13F Lakeshore Financial Planning, Inc. 1.029 0,19 216 3,35
2026-02-10 13F DT Investment Partners, LLC 21.180 0,00 4.455 3,32
2026-02-23 13F Mv Capital Management, Inc. 362.323 -1,21 76.211 6,98
2026-02-17 13F Css Llc/il 1.007 0,00 212 2,93
2026-04-27 13F Evolution Wealth Management Inc. 36 0,00 8 0,00
2026-01-16 13F Crewe Advisors LLC 1.879 0,00 395 3,40
2026-04-27 13F Platform Technology Partners 2.963 32,63 633 34,97
2026-02-05 13F Avantax Planning Partners, Inc. 9.925 -0,16 2.088 3,16
2026-02-17 13F Creative Planning 539.464 2,88 113.471 6,29
2026-02-04 13F Hirtle Callaghan & Co LLC 80.817 -1,86 16.999 1,39
2026-02-13 13F Missouri Trust & Investment Co 1.200 0,00 252 3,28
2026-02-06 13F Vestmark Advisory Solutions, Inc. 34.549 77,44 7.267 83,32
2026-04-10 13F Insight Wealth Strategies, LLC 1.106 0,09 236 1,72
2026-04-08 13F Oliver Luxxe Assets LLC 1.557 -7,60 333 -6,21
2026-02-03 13F Cassaday & Co Wealth Management LLC 422.578 -1,36 88.885 1,91
2026-02-11 13F Commonwealth Retirement Investments LLC 1.166 0,00 245 3,38
2026-02-05 13F Navalign, LLC 0 0
2026-04-27 13F USAdvisors Wealth Management, LLC 1.230 0,41 0
2026-01-23 13F Sage Mountain Advisors LLC 7.295 0,00 1.534 3,30
2026-02-12 13F Insigneo Advisory Services, Llc 11.129 18,57 2.341 22,51
2026-04-15 13F Perkins Coie Trust Co 2.162 0,00 462 1,54
2026-04-16 13F EdgeRock Capital LLC 2.418 60,24 517 62,78
2026-01-30 13F Strategic Blueprint, LLC 7.719 -9,73 1.624 -6,72
2026-04-14 13F FMA Wealth Management, LLC 49.753 -7,63 10.631 -6,17
2026-02-12 13F Wescott Financial Advisory Group, LLC 2.953 -3,59 621 -0,32
2026-02-13 13F Ausdal Financial Partners, Inc. 39.918 -1,93 8.396 1,33
2026-04-20 13F Courier Capital Llc 13.536 -1,55 2.892 0,03
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-04-22 13F Pasadena Private Wealth, LLC 1.959 -10,01 419 -8,53
2026-01-27 13F Sage Financial Group Inc 18.534 -0,69 3.899 2,61
2026-03-02 13F Clearwave Capital, LLC 9.282 1.952
2026-02-03 13F Sigma Investment Counselors Inc 5.957 0,37 1.253 3,64
2026-01-21 13F William Howard & Co Financial Advisors Inc 3.851 0,50 810 3,72
2026-04-22 13F Bluesphere Advisors, LLC 1.021 3,13 218 4,81
2026-02-20 13F Talisman Wealth Advisors LLC 1.999 -20,01 421 -17,32
2025-10-31 13F JFG Wealth Management, LLC 12.218 0,44 2.487 5,29
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-02-17 13F MGB Wealth Management, LLC 255 0,79 54 3,92
2026-04-22 13F Joel Isaacson & Co., LLC 16.832 16,87 3.596 18,72
2026-04-17 13F James J. Burns & Company, LLC 1.570 0,00 335 1,52
2026-02-13 13F Burton Enright Welch 2.801 0,00 589 3,33
2026-02-17 13F Evergreen Wealth Solutions, LLC 2.913 613
2026-02-17 13F Main Street Financial Solutions, LLC 6.265 -0,22 1.318 3,05
2025-11-14 13F PineBridge Investments, L.P. 18.581 -22,03 3.783 -18,28
2026-01-23 13F Galvin, Gaustad & Stein, LLC 2.151 -14,27 452 -11,37
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 6.085 -25,75 1.300 -24,55
2026-01-28 13F Headland Capital, LLC 1.070 -4,29 225 -0,88
2026-02-10 13F Moors & Cabot, Inc. 2.377 1,02 500 4,18
2026-02-06 13F Associated Banc-corp 36.301 -1,63 7.636 1,64
2025-11-10 13F Ameritas Investment Partners, Inc. 0 -100,00 0 -100,00
2026-02-19 13F Van Diest Capital, LLC 1.338 281
2026-02-12 13F Logan Capital Management Inc 15.418 285,45 3.243 298,40
2026-02-05 13F Evergreen Advisors, LLC 4.128 -2,37 868 5,72
2026-04-02 13F Stairway Partners, LLC 1.331.364 0,63 284.473 2,22
2026-04-21 13F Morton Capital Management LLC/CA 47.316 -4,28 10.110 -2,77
2026-01-20 13F Stratos Wealth Partners, LTD. 40.577 22,29 8.535 26,35
2026-02-09 13F Green Square Capital Advisors Llc 20.795 4.374
2026-04-14 13F Beacon Investment Advisory Services, Inc. 2.205 -90,88 471 -90,74
2026-01-28 13F Wingate Wealth Advisors, Inc. 0 -100,00 0
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 52.828 -10,56 11.288 -9,15
2026-04-22 13F Janney Montgomery Scott LLC 272.858 -16,31 58 -14,71
2026-02-13 13F Plum Street Advisors, LLC 1.899 399
2026-02-12 13F Andina Capital Management, LLC 0 -100,00 0
2025-11-14 13F Alpine Global Management, LLC 0 -100,00 0
2026-01-23 13F Oxler Private Wealth LLC 2.899 0,38 610 3,57
2026-02-17 13F Ibex Wealth Advisors 0 -100,00 0
2026-02-17 13F Fmr Llc 8.612.243 -12,66 1.811.499 -9,76
2026-04-03 13F Investors Research Corp 378 0,00 81 1,27
2026-02-02 13F Avidian Wealth Solutions, LLC 56.097 -0,29 11.799 3,02
2026-04-10 13F High Probability Advisors, LLC 6.221 -5,23 1.329 -3,70
2026-01-28 13F Kanawha Capital Management Llc 12.814 -2,54 2.695 0,71
2026-02-06 13F Harmony Asset Management Llc 1.132 0,00 238 3,48
2026-02-03 13F Cheviot Value Management, LLC 95 0,00 21 5,26
2026-02-17 13F Keebeck Wealth Management, LLC 1.340 0,00 282 3,31
2026-01-16 13F Marino, Stram & Associates Llc 2.238 -30,73 471 -28,46
2026-02-13 13F Colony Group, LLC 1.412.808 151,82 297.152 160,15
2026-04-27 13F HB Wealth Management, LLC 236.311 0,68 50.493 2,27
2026-04-20 13F Benedict Financial Advisors Inc 9.259 2,15 1.978 3,78
2026-04-27 13F Gordian Advisors LLC 1.001 0,00 214 1,43
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 0 -100,00 0
2026-04-16 13F Heck Capital Advisors, LLC 24.242 9,20 5.180 10,92
2026-02-10 13F Ark & Tlk Investments, Llc 28.681 0,00 6.033 3,31
2026-02-17 13F Fountainhead AM, LLC 1.666 -13,86 350 -10,94
2026-04-27 13F Fulton Breakefield Broenniman Llc 2.992 0,00 639 1,59
2026-02-13 13F Resources Management Corp /ct/ /adv 0 -100,00 0
2026-04-10 13F Daytona Street Capital LLC 35 133,33 8 133,33
2026-02-06 13F Larson Financial Group LLC 6.866 -1,97 1.444 1,33
2026-01-21 13F MBL Wealth, LLC 4.634 152,67 975 161,13
2026-01-20 13F Independence Bank of Kentucky 3.535 -0,42 744 2,91
2026-02-19 13F Invesco Ltd. 5.505 1.158
2026-02-13 13F Neuberger Berman Group LLC 113.879 128,69 23.953 136,27
2026-01-26 13F Intelligent Financial Strategies 50 0,00 11 0,00
2026-02-02 13F Chapman Financial Group, Llc 42 0,00 9 0,00
2026-04-09 13F ASL Financial, LLC 1.897 -6,14 405 -4,71
2026-01-30 13F Simplicity Wealth,LLC 15.990 -14,60 3.363 -11,78
2026-04-23 13F Members Wealth Llc 1.330 3,58 301 7,12
2025-11-06 13F Francis Financial, Inc. 0 -100,00 0 -100,00
2026-04-16 13F Fiduciary Advisors, Inc. 108 0,00 23 4,55
2026-02-03 13F BHK Investment Advisors, LLC 6.803 7,12 1.431 10,60
2026-04-17 13F Berman McAleer LLC 68.311 -2,18 14.596 -0,63
2026-02-11 13F Pettyjohn, Wood & White, Inc 2.360 0,00 496 3,33
2026-04-14 13F Affiance Financial, LLC 10.247 0,00 2.189 1,58
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 72 0,00 15 7,14
2026-04-08 13F Community Financial Services Group, LLC 535 115
2026-04-21 13F Red Tortoise LLC 30.137 0,34 6.439 1,93
2026-02-13 13F Wealth Dimensions Group, Ltd. 10.883 -0,66 2.289 2,65
2026-02-10 13F Fiduciary Family Office, Llc 11.137 -22,18 2.342 -19,60
2026-04-15 13F Retireful, LLC 1.662 361
2026-04-02 13F Collective Family Office Llc 3.548 -6,39 758 -4,89
2026-02-12 13F LWM Advisory Services, LLC 6.717 14,96 1.413 18,76
2026-02-17 13F Berkshire Bank 1.022 -10,59 215 -7,76
2026-02-06 13F Americana Partners, LLC 207.378 21,56 43.620 25,59
2026-02-09 13F Regimen Wealth, Llc 4.393 0,00 924 3,36
2026-02-17 13F Snowden Capital Advisors LLC 40.866 28,90 8.596 33,17
2026-01-21 13F Newbridge Financial Services Group, Inc. 869 0,35 183 3,41
2026-02-05 13F AlphaCore Capital LLC 6.324 0,60 1.330 3,99
2026-04-08 13F Fermata Advisors, LLC 1.650 22,59 353 24,38
2026-02-02 13F Citizens Business Bank 1.825 384
2026-03-04 13F/A Valpey Financial Services, LLC 1.007 0,10 212 3,43
2026-01-29 13F D.a. Davidson & Co. 27.314 39,73 5.745 44,38
2026-02-12 13F Collier Financial 474 -8,67 100 -5,71
2026-02-12 13F Equity Investment Corp 512.134 151,21 107.722 159,54
2026-01-23 13F Arbor Investment Advisors, LLC 37.041 0,17 7.791 3,49
2026-04-17 13F Stephenson National Bank & Trust 9.527 -1,00 2.036 0,54
2026-01-05 13F Argent Capital Management Llc 8.485 1.785
2026-02-05 13F Roberts Glore & Co Inc /il/ 1.417 0,00 298 3,47
2026-02-06 13F First Business Financial Services, Inc. 262.423 -1,13 55.198 2,15
2026-02-12 13F Triumph Capital Management 243 51
2026-02-17 13F Power Wealth Management Llc 2.131 0,00 448 3,46
2026-02-06 13F Texas Bank & Trust Co 6.168 0,00 1.297 3,35
2026-04-20 13F Verus Financial Partners, Inc. 9.202 0,01 2.070 2,68
2026-02-10 13F Nvest Financial, LLC 4.840 205,94 1.018 216,15
2026-02-11 13F Strategic Financial Partners, Ltd. 1.843 -14,00 388 -11,24
2026-02-17 13F Parallax Volatility Advisers, L.P. Put 0 -100,00 0
2026-02-13 13F RFP Financial Group LLC 0 -100,00 0
2026-01-23 13F Assetmark, Inc 32.037 45,39 6.739 50,20
2026-02-17 13F Price T Rowe Associates Inc /md/ 3.266 -46,67 1 -100,00
2026-01-26 13F Lowery Thomas, Llc 3.824 0,47 804 3,88
2026-01-27 13F Meritage Portfolio Management 30.371 -39,44 6.388 -37,43
2026-04-22 13F Old Point Trust & Financial Services N A 317 0,00 68 1,52
2026-04-21 13F Alpine Bank Wealth Management 2.745 0,00 587 1,56
2026-02-06 13F/A Rathbone Brothers plc 1.662 -7,62 350 -4,64
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2025-11-13 13F Promus Capital, LLC 2.342 477
2026-04-13 13F Runnymede Capital Advisors, Inc. 2.647 566
2026-02-10 13F Crescent Grove Advisors, LLC 29.577 -1,55 6.221 1,72
2026-04-06 13F Old Port Advisors 0 -100,00 0
2026-02-02 13F Partners in Financial Planning 4.160 0,17 875 3,43
2026-04-27 13F DB Fitzpatrick & Co, Inc 742 -3,01 159 -1,25
2026-02-17 13F Raymond James Financial Inc 5.379.206 4,35 1.131.462 7,81
2026-04-07 13F First Financial Corp /in/ 3.522 -2,25 753 -0,66
2026-02-13 13F Arete Wealth Advisors, LLC 42.623 6,04 9 0,00
2026-02-05 13F Armor Investment Advisors, LLC 135 0,00 28 3,70
2026-04-21 13F PDS Planning, Inc 1.270 0,16 271 1,88
2026-01-07 13F Holistic Financial Partners 19.922 -0,91 4.190 2,37
2026-02-17 13F Dimension Capital Management Llc 37.114 0,25 7.807 3,57
2026-01-22 13F Massachusetts Financial Services Co /ma/ 190.793 121,81 40.131 129,18
2026-02-13 13F Inspire Advisors, LLC 1.085 -2,16 228 1,33
2026-02-02 13F PKS Advisory Services, LLC 4.388 -1,37 923 1,88
2026-04-24 13F Essex Financial Services, Inc. 17.718 -0,51 3.786 1,07
2026-02-04 13F Fourth Dimension Wealth, LLC 91 0,00 19 5,56
2026-04-23 13F Moss Adams Wealth Advisors LLC 3.567 0,00 762 1,60
2026-01-23 13F Bridgewater Advisors Inc. 4.832 3,25 1.059 11,37
2026-04-24 13F MOR Wealth Management, LLC 4.550 0,00 972 1,57
2026-02-13 13F Pin Oak Investment Advisors Inc 753 -24,93 0 -100,00
2026-02-23 13F Beaird Harris Wealth Management, LLC 1.143 -16,75 240 -13,98
2026-02-17 13F Prosperity Consulting Group, LLC 18.836 84,41 3.962 90,52
2026-04-02 13F Crumly & Associates Inc. 1.383 0,00 296 1,72
2026-02-12 13F Brogan Financial, Inc. 2.649 0,49 557 3,92
2026-01-28 13F Fiduciary Wealth Partners, LLC 20.822 0,00 4.380 3,30
2026-02-13 13F Centerpoint Advisors, LLC 2.170 0,00 0
2026-01-30 13F Us Bancorp \de\ 824.090 7,22 173.340 10,78
2026-04-13 13F Massmutual Trust Co Fsb/adv 3.519 -18,52 752 -17,29
2026-02-05 13F Atria Investments Llc 45.956 22,03 9.666 26,07
2026-04-21 13F Sunpointe, LLC 3.802 0,00 812 1,63
2026-02-11 13F Real Talk Capital, LLC 969 204
2026-02-12 13F WealthPLAN Partners, LLC 2.842 0,00 598 3,29
2026-04-13 13F Armstrong, Fleming & Moore, Inc 1.066 0,47 228 1,79
2026-02-13 13F Oarsman Capital, Inc. 11.333 -3,34 2.384 -0,17
2026-04-23 13F Oppenheimer & Co Inc 59.628 2,31 12.741 3,93
2026-02-06 13F Global Retirement Partners, LLC 29.976 21,07 6.305 25,10
2026-04-17 13F Signal Advisors Wealth, LLC 3.394 14,70 725 16,56
2026-04-24 13F United Community Bank 492 -14,43 105 -12,50
2026-04-24 13F Newton One Investments LLC 50.706 -1,59 10.834 -0,04
2026-02-04 13F Gray Private Wealth, LLC 1.970 0,00 414 3,24
2026-01-21 13F Summa Corp. 13.379 0,00 2.814 3,34
2026-02-12 13F Commonwealth Equity Services, Llc 1.726.024 -7,27 363.052 95.945,24
2026-01-21 13F Tarbox Family Office, Inc. 0 -100,00 0
2026-01-29 13F Quent Capital, LLC 40.804 -2,85 8.583 0,37
2026-02-17 13F Harvest Investment Services, LLC 3.335 0,00 701 3,39
2026-04-16 13F Annex Advisory Services, LLC 4.448 -6,55 950 -5,09
2026-02-05 13F Rossmore Private Capital 302 0,00 64 3,28
2026-02-12 13F Empire Financial Management Company, LLC 3.562 -1,11 749 2,18
2026-04-13 13F Arcadia Investment Advisors Llc 483 0,00 103 1,98
2025-11-13 13F Texas Capital Bancshares Inc/tx 1.144 0,00 233 4,50
2026-01-29 13F Middleton & Co Inc/ma 5.696 0,00 1.198 3,36
2026-02-03 13F Centerpoint Advisory Group 8.778 -0,74 1.846 2,56
2026-02-17 13F/A Vance Wealth, Inc. 5.317 -5,00 1.118 -1,84
2026-04-16 13F Petredis Investment Advisors Llc 2.268 0,00 485 1,47
2026-04-20 13F Provenance Wealth Advisors, LLC 22.713 -1,58 4.853 -0,02
2026-02-03 13F Orion Capital Management LLC 1.274 0,00 268 3,09
2026-01-28 13F Barrett & Company, Inc. 8.065 -0,46 1.696 2,85
2026-04-10 13F First Bank & Trust 4.521 -1,91 966 -0,31
2026-04-13 13F Neumann Capital Management, LLC 1.006 0,00 215 1,42
2026-04-10 13F Magnus Financial Group LLC 15.274 -3,34 3.264 -1,81
2026-04-21 13F Piedmont Capital Management, LLC/NC 27.500 0,00 5.876 1,57
2026-02-05 13F 1st Source Bank 610.192 -11,07 128.348 -8,12
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 35.047 20,67 7.372 24,68
2025-11-14 13F EFG Asset Management (Americas) Corp. 1.661 338
2026-02-10 13F MidAtlantic Capital Management, Inc. 31 7
2026-02-17 13F Laird Norton Trust Company, Llc 7.613 1.601
2026-02-09 13F Fidelis Capital Partners, LLC 41.694 -7,97 8.770 -4,93
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 7.245 -8,52 1.607 -7,38
2026-02-17 13F Aristotle Capital Management, LLC 145.910 327,14 30.692 341,28
2026-04-20 13F Naples Global Advisors, Llc 57.342 2,59 12.252 4,21
2026-02-17 13F Boreal Capital Management LLC 1.500 0,00 316 3,28
2026-02-04 13F Ameritas Advisory Services, LLC 8.543 -74,70 1.797 -73,88
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-21 13F Chapin Davis, Inc. 3.054 -2,61 652 -1,06
2026-02-17 13F Balyasny Asset Management Llc 0 -100,00 0
2026-02-04 13F Nwam Llc 48.117 1,74 10.188 5,72
2026-04-10 13F Stillwater Capital Advisors, LLC 19.325 -0,25 4.129 1,35
2026-02-13 13F Healthcare Of Ontario Pension Plan Trust Fund 60.000 0,00 12.620 3,32
2026-01-28 13F Grant Street Asset Management, Inc. 12.711 -0,31 2.674 2,97
2026-02-12 13F Resurgent Financial Advisors LLC 17.112 -6,00 3.599 -2,89
2026-02-17 13F Cape Investment Advisory, Inc. 456 9.020,00 96 9.400,00
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 1.266 -0,31 270 1,12
2026-01-27 13F Journey Advisory Group, LLC 1.550 -23,04 326 -20,49
2026-04-24 13F Private Advisor Group, LLC 333.796 -0,76 71.322 0,81
2026-02-17 13F Tudor Investment Corp Et Al 29.401 6.184
2026-02-11 13F Next Capital Management LLC 25.679 7,47 5.401 11,04
2026-02-11 13F Peachtree Investment Partners, LLC 191 -20,75 40 -18,37
2026-04-23 13F Prism Advisors, Inc. 55.588 -1,31 11.878 0,24
2026-02-10 13F Lido Advisors, LLC 182.339 -1,48 37.838 0,42
2026-02-13 13F Headlands Technologies LLC 0 -100,00 0
2026-04-15 13F Journey Strategic Wealth Llc 4.160 -7,72 889 -6,33
2026-04-17 13F Webster Bank, N. A. 46.445 11,47 9.924 13,24
2026-04-14 13F Invenio Wealth Partners Llc 3.830 -9,67 818 -8,19
2026-04-21 13F Magnolia Private Wealth, LLC 4.302 0,00 919 1,66
2026-04-22 13F Strategic Planning Group, Llc 1.837 393
2026-04-13 13F CJM Wealth Advisers, Ltd. 10.548 0,00 2.254 1,58
2026-02-13 13F Seneschal Advisors, LLC 953 0,00 200 3,09
2025-11-13 13F Strategic Financial Concepts, LLC 0 -100,00 0 -100,00
2026-04-27 13F Argos Wealth Advisors, LLC 12.683 -0,22 2.710 1,35
2026-02-11 13F Cypress Capital Group 1.805 0,00 380 3,27
2026-02-03 13F Broadwater Capital Management Llc 26 0,00 5 0,00
2026-02-17 13F Northern Trust Corp 4.928.650 0,87 1.036.692 4,21
2026-02-04 13F Advisor OS, LLC 3.802 -97,89 800 -97,83
2026-02-17 13F Core Wealth Advisors, Inc. 5.339 -0,82 1.123 2,47
2026-02-26 13F Anchor Investment Management, LLC 7.901 1,97 1.662 5,33
2026-02-05 13F Center for Financial Planning, Inc. 176 0,00 37 5,71
2026-04-20 13F Sowell Financial Services LLC 32.595 -8,39 6.965 -6,95
2026-02-10 13F CFS Investment Advisory Services, LLC 185.358 16,85 38.988 19,14
2026-02-14 13F American Trust 8.619 -14,19 1.813 -11,35
2026-04-10 13F YHB Investment Advisors, Inc. 2.403 -7,40 513 -5,87
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-04-08 13F Towerpoint Wealth, LLC 28.707 -1,08 6.134 0,49
2026-04-16 13F Quotient Wealth Partners, LLC 9.623 0,68 2.056 2,29
2026-01-28 13F SP Asset Management LLC 1.151 0,52 242 3,86
2026-02-13 13F Independent Family Office, LLC 0 -100,00 0
2026-04-16 13F Stanley-Laman Group, Ltd. 2.216 -0,31 473 1,28
2026-01-26 13F Dynamic Financial Group 11.960 -4,50 2.516 -1,33
2026-04-07 13F Signaturefd, Llc 35.187 -0,29 7.519 1,29
2026-01-21 13F Flagship Harbor Advisors, Llc 4.269 -2,27 898 1,01
2026-02-11 13F Cedar Mountain Advisors, LLC 402.552 0,40 84.673 3,72
2026-04-23 13F Farmers & Merchants Trust Co of Chambersburg PA 1.664 0,00 0
2026-04-17 13F Mezzasalma Advisors, LLC 4.333 0,00 926 0,65
2026-02-13 13F Cozad Asset Management Inc 1.187 -7,55 250 -4,60
2026-02-13 13F Arkadios Wealth Advisors 104.517 42,66 21.984 47,40
2026-02-12 13F Proficio Capital Partners LLC 5.761 1.212
2026-04-23 13F Sellwood Investment Partners LLC 660 0,00 141 2,17
2025-11-07 13F GenTrust, LLC 0 -100,00 0 -100,00
2026-04-22 13F Legacy Wealth Management, Inc 1.984 0,00 424 1,44
2025-11-13 13F Fft Wealth Management Llc 0 -100,00 0
2026-01-12 13F AllSquare Wealth Management LLC 20 0,00 4 33,33
2026-04-17 13F Baker Ellis Asset Management LLC 1.486 0,00 317 1,60
2026-04-21 13F Capital Investment Counsel, Inc 475 0,00 101 2,02
2026-01-21 13F Crews Bank & Trust 1.269 0,00 267 3,10
2026-02-14 13F Rockefeller Capital Management L.P. 1.440.103 28,45 302.954 32,72
2026-02-09 13F Roundview Capital LLC 1.082 0,00 228 3,18
2026-02-10 13F Sittner & Nelson, Llc 266 0,00 60 9,26
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-04-16 13F Evolve Private Wealth, Llc 10.080 2.154
2026-02-03 13F Legacy Wealth Managment, LLC/ID 35 0,00 7 0,00
2026-02-10 13F Cherry Tree Wealth Management, LLC 472 0,00 99 3,13
2026-04-24 13F Keb Asset Management, Llc 1.420 -0,84 303 0,66
2026-02-11 13F Capital Group Private Client Services, Inc. 3.814 -20,21 802 -17,57
2026-01-22 13F Echo Wealth Management, LLC 0 -100,00 0
2026-02-18 13F Mackenzie Financial Corp 0 -100,00 0 -100,00
2026-02-13 13F Es4, Llc 4.622 972
2026-04-20 13F Eagle Strategies LLC 13.714 8,70 2.930 10,44
2026-02-06 13F Ironwood Investment Counsel, LLC 35.660 92,32 7.501 98,68
2026-04-24 13F Keybank National Association/oh 143.119 -2,83 30.580 -1,29
2026-02-12 13F Mason Investment Advisory Services, Inc. 3.528 0,46 742 3,78
2026-02-11 13F Parallel Advisors, LLC 38.330 -0,32 8.062 2,99
2026-04-23 13F Intrua Financial, LLC 10.364 37,05 2.214 39,25
2026-01-29 13F Howard Wealth Management, Llc 960 202
2026-02-03 13F Insight 2811, Inc. 58.485 -4,13 12.302 -0,95
2026-04-24 13F Medallion Wealth Advisors, LLC 1.072 22,94 229 25,14
2026-02-12 13F Granite Investment Partners, LLC 29 0,00 6 20,00
2026-02-17 13F Evercore Wealth Management, LLC 10.616 -7,80 2.233 -4,78
2026-04-20 13F First PREMIER Bank 1.169 -28,89 0
2026-02-06 13F BOK Financial Private Wealth, Inc. 2.727 0,00 574 3,24
2026-02-13 13F Bank Of Nova Scotia 433.880 -19,80 91.262 -17,14
2026-02-12 13F Voya Investment Management Llc 36.567 -45,84 7.692 -44,05
2026-01-23 13F Evolution Advisers, Inc. 71 0,00 0
2026-01-29 13F Calamos Wealth Management LLC 8.476 1,61 1.783 4,95
2026-01-28 13F Salomon & Ludwin, LLC 269 -4,95 58 -1,72
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 1.124 -4,99 236 -1,67
2026-04-13 13F Trust Co 1.557 0,00 333 1,53
2026-02-05 13F GSB Wealth Management, LLC 0 -100,00 0
2026-04-27 13F Independent Solutions Wealth Management, LLC 2.346 501
2026-02-04 13F KLCM Advisors, Inc. 25.436 5.350
2026-04-17 13F Certified Advisory Corp 6.086 -1,95 1.300 -0,38
2026-04-20 13F Tanglewood Wealth Management, Inc. 1.313 0,00 281 1,45
2026-02-10 13F Tidemark, LLC 244 0,00 51 4,08
2026-04-09 13F TruWealth Advisors, LLC 122.607 1,40 26.197 3,00
2026-04-22 13F Seneca Financial Advisors LLC 6.061 0,07 1.295 1,73
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 0 -100,00 0
2026-02-12 13F Nuveen, LLC 239.700 -20,70 50.418 -18,07
2026-04-06 13F WASHINGTON TRUST Co 1.852 0,00 396 1,54
2026-04-23 13F American National Bank 4.383 -0,45 937 1,08
2026-02-10 13F Portland Global Advisors LLC 2.601 43,62 547 48,64
2026-04-07 13F Blueline Advisors Llc 5.402 0,00 1.154 1,58
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 497.878 -23,64 107.303 -24,01
2026-02-13 13F Alvarez & Marsal Private Wealth Partners, LLC 1.967 414
2026-04-16 13F Ballast Rock Private Wealth LLC 0 -100,00 0
2025-11-05 13F Moloney Securities Asset Management, LLC 3.478 0,17 708 5,04
2026-02-03 13F Capital City Trust Co/fl 3.563 0,00 749 3,31
2026-02-13 13F TRUE Private Wealth Advisors 17.921 -1,73 3.770 1,54
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 251.502 -11,53 53.738 -10,13
2026-01-23 13F Westside Investment Management, Inc. 344 0,00 72 2,86
2026-04-10 13F Granite FO LLC 915 0,22 196 1,56
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 1.507 0,07 322 1,90
2026-01-30 13F SK Wealth Management, LLC 1.087 -14,07 239 -7,00
2026-02-05 13F S&co Inc 5.050 0,00 1 0,00
2026-02-12 13F Great Lakes Advisors, Llc 86.627 412,62 18.221 429,68
2026-02-13 13F Venture Visionary Partners LLC 109.139 0,57 22.956 3,90
2026-01-22 13F Bartlett & Co. Wealth Management Llc 8.631 -3,56 1.815 -0,38
2026-04-23 13F Alley Investment Management Company, LLC 0 -100,00 0
2026-02-12 13F Front Row Advisors LLC 2.695 0,00 567 3,28
2026-02-02 13F Cornerstone Planning Group LLC 730 -30,74 160 -25,23
2026-02-17 13F Align Financial, LLC 342.013 342
2026-01-21 13F Towercrest Capital Management 2.235 0,00 470 3,52
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 763 0,00 163 1,88
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 148.113 437,40 31.147 454,99
2026-02-10 13F Garde Capital, Inc. 6.771 0,00 1.424 3,34
2026-02-17 13F Asset Management Group, Inc. 22.452 0,46 4.723 3,80
2026-01-21 13F Woodmont Investment Counsel Llc 4.087 0,00 860 3,25
2026-02-12 13F Bank Of Montreal /can/ 252.535 46,78 53.118 51,65
2025-11-10 13F Lion Street Advisors, LLC 13.343 -9,33 2.195 -23,20
2026-02-17 13F Widmann Financial Services, Inc. 34.284 2,38 7.211 5,78
2026-04-15 13F QTR Family Wealth, LLC 1.113 -3,89 250 -3,47
2026-04-21 13F Ground Swell Capital, LLC 0 -100,00 0
2026-04-27 13F Hunter Associates Investment Management Llc 1.630 0,00 0
2026-02-13 13F Baird Financial Group, Inc. 5.848.639 4,09 1.230.203 7,54
2026-02-17 13F Royal Bank Of Canada 2.540.656 21,12 534.401 25,13
2026-02-17 13F Hbk Investments L P Put 26.600 5.595
2026-01-28 13F Chicago Partners Investment Group LLC 53.689 -0,01 11.730 5,99
2026-04-22 13F Matrix Asset Advisors Inc/ny 6.306 0,02 1.347 1,58
2026-04-23 13F Arbor Wealth Advisors LLC 1.910 0,00 408 1,75
2026-04-14 13F Precedent Wealth Partners, Llc 13.178 0,22 2.816 1,81
2026-04-15 13F Weatherly Asset Management L. P. 2.128 0,00 455 1,57
2026-02-13 13F Stifel Financial Corp 1.916.312 26,38 403.078 30,57
2026-02-13 13F Integrity Financial Corp /WA 97 203,12 20 233,33
2026-02-13 13F First National Bank Of Omaha 60.014 12.719
2026-04-24 13F Horizon Wealth Management, LLC 10.286 54,19 2.198 56,59
2026-01-21 13F Modera Wealth Management, LLC 364.779 -17,83 76.728 -15,11
2026-01-27 13F Horst & Graben Wealth Management LLC 1.362 -1,23 287 2,14
2026-04-09 13F Secure Asset Management, LLC 11.347 -9,41 2.424 -7,97
2026-01-22 13F Bfsg, Llc 39 0,00 8 14,29
2026-02-12 13F Financial Engines Advisors L.L.C. 8.417.954 -1,87 1.770.632 1,38
2026-01-23 13F Rsm Us Wealth Management Llc 398.421 2,19 84.441 6,38
2026-04-14 13F Palisade Asset Management, LLC 2.337 0,04 499 1,63
2026-02-06 13F Mjp Associates Inc /adv 1.854 -98,95 390 -98,92
2026-02-12 13F Schneider Downs Wealth Management Advisors, LP 1.032 -2,09 217 1,40
2026-02-13 13F McAdam, LLC 8.421 2,68 1.771 6,11
2026-04-21 13F TigerOak Management, L.L.C. 2.617 0,00 559 1,64
2026-04-08 13F Lakeridge Wealth Management LLC 1.300 0,08 278 1,47
2026-01-21 13F West Paces Advisors Inc. 1.024 92,84 215 99,07
2026-02-13 13F 10Elms LLP 38 0,00 8 0,00
2026-04-07 13F Park Avenue Securities Llc 95.879 0,14 20 0,00
2026-04-06 13F Rosenberg Matthew Hamilton 304 0,00 65 1,59
2026-04-22 13F Sylvest Advisors, LLC 122.226 4,07 26.116 5,72
2026-02-17 13F Hansen & Associates Financial Group, Inc. 7.718 -2,11 1.732 6,00
2026-04-17 13F Boston Private Wealth Llc 1.754 -23,87 375 -22,73
2026-04-20 13F Columbia Asset Management 980 0,00 209 1,46
2026-02-17 13F/A Kovack Advisors, Inc. 2.309 486
2026-04-27 13F Meramec Financial Planners, LLC 60.475 6,31 13.745 7,60
2026-04-08 13F Cambridge Financial Group, LLC 6.955 -14,85 1.486 -6,42
2026-04-24 13F Bayban 1.784 0,00 381 1,60
2026-01-15 13F J. Safra Sarasin Holding AG 4.764 0,00 1.010 4,24
2026-04-17 13F United Advisor Group, LLC 7.621 20,83 1.628 22,78
2026-01-26 13F Asset Dedication, LLC 7.612 0,05 1.601 3,42
2026-02-13 13F Gen-Wealth Partners Inc 87 0,00 18 5,88
2026-02-11 13F Truepoint, Inc. 2.215 0,00 466 3,33
2026-01-30 13F Wealthfront Advisers Llc 1.401 -22,55 295 -20,11
2026-02-10 13F Pecaut & Co. 1.228 -0,24 258 3,20
2026-02-17 13F VestGen Advisors, LLC 78.019 -14,55 16.410 -11,72
2026-04-21 13F Encompass Wealth Advisors, Llc 5.821 0,00 1.244 1,55
2026-04-15 13F Parsons Capital Management Inc/ri 2.659 14,71 568 16,63
2026-04-07 13F CoreCap Advisors, LLC 2.608 -3,41 557 -1,76
2026-02-06 13F Warner Group LLC 3.004 632
2026-04-17 13F Union Savings Bank 708 0,00 151 2,03
2026-02-17 13F Angeles Wealth Management, Llc 6.932 5,61 1.458 9,13
2026-01-14 13F Donaldson Capital Management, Llc 1.353 0,00 285 3,27
2026-01-30 13F Bogart Wealth, LLC 4.724 0,53 994 3,87
2026-02-12 13F Great Valley Advisor Group, Inc. 25.202 0,26 5.301 3,58
2026-02-11 13F Mascagni Wealth Management, Inc. 1.930 -1,28 406 2,02
2026-04-14 13F Rf&l Wealth Management, Llc 9.477 0,72 2.025 2,27
2026-02-18 13F Veratis Advisors, Inc. 36.978 8.251
2026-04-15 13F Verum Partners LLC 6.445 -0,37 1.377 1,25
2026-02-10 13F SCS Capital Management LLC 44.941 -21,65 9.453 -19,05
2026-01-09 13F 180 Wealth Advisors, Llc 1.172 -0,26 246 2,93
2026-04-13 13F Creative Financial Designs Inc /adv 664 5,56 142 6,82
2026-01-20 13F Stratos Wealth Advisors, LLC 43.261 -50,81 9.100 -49,18
2026-01-23 13F Avion Wealth 144 0,00 0
2026-04-23 13F Caliber Wealth Management, LLC / KS 16.507 -2,82 3.527 -1,26
2026-02-11 13F Curtis Wealth Management Llc 1.926 422
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 271 0,00 58 0,00
2026-02-10 13F Frederick Financial Consultants, LLC 6.716 0,01 1.413 3,29
2026-04-23 13F Financial Guidance Group, Inc. 3.542 0,00 757 1,48
2025-11-17 13F FSA Wealth Management LLC 267.641 0,58 54.489 5,42
2026-01-20 13F Maryland Capital Advisors Inc. 8.964 0,00 1.885 3,34
2025-10-28 13F Pinnacle Financial Partners Inc 147.097 -9,15 29.947 -4,77
2025-11-04 13F Pineridge Advisors LLC 144 0,00 29 7,41
2026-01-23 13F Fortress Financial Group, Llc 12.310 0,35 2.589 3,68
2026-04-23 13F Harbor Investment Advisory, Llc 20.525 4,43 4.385 6,07
2026-02-02 13F Pittenger & Anderson Inc 1.895 0,00 399 3,38
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-01-30 13F Caldwell Securities, Inc 649 0,00 137 3,03
2026-01-16 13F Selective Wealth Management, Inc. 1.324 0,00 290 7,41
2026-02-12 13F Walled Lake Planning & Wealth Management, Llc 9.929 -0,86 2.088 2,45
2026-04-20 13F City State Bank 962 0,00 206 1,49
2026-02-17 13F Millennium Management Llc 22.704 863,67 4.776 896,87
2026-01-26 13F AE Wealth Management LLC 14.837 30,98 3.121 35,30
2026-02-09 13F Choate Investment Advisors 5.786 -2,36 1.217 0,91
2026-04-17 13F First Citizens Asset Management, Inc. 2.372 0,81 507 2,43
2026-04-21 13F Mayport, Llc 8.910 18,80 1.904 20,67
2026-04-17 13F Wealth Management Partners, LLC 1.735 4,96 371 6,63
2026-04-07 13F SMI Advisory Services, LLC 269.894 5,95 58.462 5,41
2026-04-24 13F Root Financial Partners, LLC 4.927 5,39 1.053 7,02
2026-02-13 13F/A Newport Capital Group, LLC 71.196 0,67 14.975 4,00
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-01-07 13F Everpar Advisors Llc 0 -100,00 0 -100,00
2026-02-09 13F Leavell Investment Management, Inc. 3.217 0,00 677 3,36
2026-04-13 13F IFP Advisors, Inc 12.160 5,21 2.598 6,87
2026-02-17 13F Clark Capital Management Group, Inc. 5.288 -3,08 1.112 0,18
2026-04-27 13F Pensionmark Financial Group, Llc 12.569 -34,81 2.686 -33,79
2026-02-11 13F Paces Ferry Wealth Advisors, Llc 2.759 580
2026-04-20 13F First American Bank 1.127 241
2026-01-23 13F Lunt Capital Management, Inc. 2.994 0,00 630 3,28
2026-04-15 13F APS Management Group, Inc. 2.677 0,00 572 1,42
2026-02-20 13F Wick Capital Partners, LLC 6.468 -12,07 1.453 -3,01
2026-01-29 13F Sanctuary Advisors, LLC 143.158 -0,07 30.112 3,24
2026-02-13 13F American Century Companies Inc 282.349 -52,12 59.389 -50,53
2026-04-09 13F Veracity Capital LLC 4.286 -1,22 916 0,33
2026-04-24 13F RKL Wealth Management LLC 8.471 2,43 1.810 4,03
2026-02-04 13F HORAN Wealth, LLC 3.303 -0,75 695 2,51
2026-02-09 13F Topel & Distasi Wealth Management, LLC 15.609 0,61 3.283 3,96
2026-02-12 13F First Western Trust Bank 7.596 -0,01 1.598 3,30
2026-04-27 13F Wealthstar Advisors, Llc 1.006 215
2026-01-15 13F Sollinda Capital Management LLC 1.423 0,00 299 3,46
2026-02-12 13F Johnson Financial Group, Inc. 64.295 -0,69 13.524 2,60
2026-01-28 13F SilverOak Wealth Management LLC 11.295 0,54 2.376 3,85
2026-02-10 13F KERR FINANCIAL PLANNING Corp 785 0,13 174 8,13
2026-02-11 13F Miller Investment Management, LP 3.368 0,00 708 3,36
2026-02-13 13F Resources Investment Advisors, LLC. 38.223 9,48 8.040 13,10
2026-04-20 13F Contravisory Investment Management, Inc. 4 0,00 1
2026-04-16 13F Brookstone Capital Management 10.339 1,71 2.209 3,32
2025-11-12 13F Quantbot Technologies LP 0 -100,00 0
2026-02-04 13F Timonier Family Office, LTD. 1.189 0,00 250 3,31
2026-02-13 13F Gts Securities Llc 13.083 -42,62 2.752 -40,74
2026-02-26 13F TD Capital Management LLC 454 0,00 95 3,26
2026-02-18 13F Crusonia Wealth Advisors LLC 6.162 1.296
2026-04-08 13F Asempa Wealth Advisors 6.089 -44,04 1.309 -42,83
2026-02-19 13F CI Private Wealth, LLC 823.564 0,10 170.417 1,75
2026-01-29 13F Vanguard Group Inc 31.708 0,49 6.669 3,83
2026-04-09 13F Diversified Management Inc 1.934 19,75 413 21,83
2026-02-13 13F Klingenstein Fields & Co Lp 3.286 0,43 691 3,75
2026-02-12 13F Skopos Labs, Inc. 2.418 513
2026-01-27 13F Penobscot Investment Management Company, Inc. 1.245 0,00 262 3,16
2026-02-11 13F Empowered Funds, LLC 24.842 1.433,46 5.225 1.701,72
2026-02-17 13F BlueCrest Capital Management Ltd 4.500 947
2026-02-09 13F Smead Capital Management, Inc. 4.392 -20,23 924 -17,59
2026-02-13 13F First Trust Advisors Lp 1.589 0,06 334 3,41
2026-02-18 13F Onyx Bridge Wealth Group LLC 0 -100,00 0
2026-04-21 13F Old National Bancorp /in/ 27.379 12,24 5.850 14,01
2026-01-27 13F First Horizon Corp 124.145 -0,77 26.113 2,52
2026-02-12 13F CIBC Private Wealth Group, LLC 195.334 5,63 41.087 9,13
2026-01-30 13F Kondo Wealth Advisors, Inc. 1.613 0,25 339 3,67
2026-02-13 13F Lighthouse Financial LLC 1.004 0,00 211 3,43
2026-01-30 13F Valued Wealth Advisors LLC 50 0,00 11 0,00
2026-01-29 13F Bravias Capital Group, LLC 2.119 -3,29 446 -0,22
2026-04-21 13F Cfm Wealth Partners Llc 35.654 -2,30 7.618 -0,76
2026-02-02 13F Eq Wealth Advisors, Llc 293 62
2026-02-09 13F Allstate Corp 1.900 0,00 400 3,37
2026-02-10 13F Jordan Park Group LLC 7.799 0,00 1.640 3,34
2026-01-27 13F Q3 Asset Management 14.071 27,04 3 0,00
2026-04-20 13F Emprise Bank 3.801 0,00 812 1,63
2026-02-17 13F Johns Hopkins University 0 -100,00 0
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 6.592 -24,38 1.481 -16,57
2026-04-10 13F Cooke Wealth Management, LLC 7.411 -2,09 1.584 -4,18
2025-11-12 13F NewSquare Capital LLC 0 -100,00 0 -100,00
2026-04-10 13F PFW Advisors LLC 111.015 -2,57 23.721 -1,03
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-04-21 13F Tassel Capital Management, Inc. 5.056 0,40 1.080 1,98
2026-01-23 13F Northwest Quadrant Wealth Management, LLC 1.396 0,50 294 3,90
2026-02-11 13F CNB Bank 305 0,00 64 3,23
2026-04-14 13F American State Bank (Iowa) 32.148 6,46 6.869 8,16
2026-02-04 13F Dynamic Wealth Strategies, LLC 100 -31,03 21 -27,59
2026-04-01 13F Confluence Investment Management Llc 18.099 -96,82 3.867 -96,77
2026-02-13 13F Brown Advisory Inc 619.817 52,69 130.372 57,75
2026-01-09 13F Appleton Partners Inc/ma 1.639 0,00 0
2026-04-17 13F First City Capital Management, Inc. 1.000 0,00 214 1,43
2026-02-12 13F Founders Financial Alliance, LLC 10.994 -6,48 2.312 -3,38
2026-02-17 13F Gladstone Institutional Advisory LLC 29.724 -1,22 6.252 2,06
2026-01-13 13F Stablepoint Partners, LLC 2.473 13,75 520 17,65
2026-02-12 13F StoneX Group Inc. 357.505 1,65 75.200 5,02
2026-04-27 13F Latitude Advisors, LLC 1.189 254
2026-04-27 13F Truist Financial Corp 2.161.770 -7,80 461.905 -6,34
2026-04-17 13F Willner & Heller, Llc 2.090 -1,04 446 0,45
2026-01-21 13F Jmac Enterprises Llc 141.924 -1,57 29.852 1,70
2026-01-21 13F Westfuller Advisors, LLC 11 0,00 2 0,00
2026-04-08 13F Doliver Advisors, Lp 1.550 0,00 331 1,53
2026-02-17 13F Aspen Grove Capital, LLC 4.516 11,29 950 14,89
2026-04-13 13F Woodside Wealth Management LLC 4.535 -2,79 969 -1,33
2026-04-27 13F Soltis Investment Advisors LLC 2.655 -5,35 567 -3,74
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0 -100,00
2026-02-13 13F LM Advisors LLC 619 -78,95 3
2026-02-03 13F International Assets Investment Management, Llc 6.501 -1,46 1.367 5,72
2026-02-09 13F Vulcan Value Partners, LLC 2.748 1
2026-02-12 13F Jane Street Group, Llc Put 250.700 17.807,14 52.732 18.402,46
2026-01-26 13F Whittier Trust Co 31.763 2,48 6.879 8,28
2026-02-12 13F Jane Street Group, Llc Call 44.800 453,09 9.423 471,44
2026-04-21 13F Decision Investments, Inc 2.556 0,00 546 1,68
2026-02-12 13F Adviser Investments LLC 125.639 644,17 26.427 668,87
2026-04-20 13F Wall Capital Group, Inc. 31.554 6.742
2026-04-23 13F Accurate Wealth Management, LLC 4.387 0,00 973 1,99
2026-02-09 13F Buckhead Capital Management Llc 2.750 0,00 578 3,40
2026-04-22 13F Formidable Asset Management, LLC 1.346 -5,54 283 -2,41
2026-04-24 13F Syntax Research, Inc. 122 0,00 26 4,00
2026-01-28 13F CAPROCK Group, Inc. 24.190 28,25 5.088 33,79
2026-04-22 13F Chemung Canal Trust Co 12.867 0,00 2.749 1,59
2026-01-12 13F Kozak & Associates, Inc. 0 -100,00 0
2026-02-05 13F Millennium Capital Advisors, LLC 1.134 0,00 239 3,48
2026-04-10 13F AssuredPartners Investment Advisors, LLC 2.104 3,75 456 6,81
2026-02-17 13F Hanover Advisors Inc 3.604 0,00 758 3,41
2026-04-20 13F SILVER OAK SECURITIES, Inc 1.964 -0,20 420 0,48
2026-02-10 13F Guidance Point Advisors, LLC 4.527 -0,04 954 3,25
2026-02-13 13F Centaurus Financial, Inc. 751 -7,63 0
2025-11-13 13F Glenmede Investment Management, LP 70.442 0,22 14.341 5,05
2026-04-14 13F Patriot Investment Management Inc. 1.146 0,00 245 1,24
2026-02-12 13F Tull Financial Group, Inc. 996 0,00 209 3,47
2026-04-23 13F SJS Investment Consulting Inc. 183 0,00 39 2,63
2026-02-10 13F Goldman Sachs Group Inc 11.414.192 0,75 2.400.861 4,09
2026-04-06 13F Washington Trust Advisors, Inc. 787 -35,81 168 -34,63
2026-02-25 13F Westshore Wealth, LLC 96.811 -0,68 20.363 2,61
2026-04-17 13F Fifth Third Wealth Advisors LLC 32.462 -8,11 6.936 -6,65
2026-02-10 13F Thoroughbred Financial Services, Llc 1.033 0,00 0
2026-04-08 13F Legacy Wealth Asset Management, LLC 0 -100,00 0
2026-04-23 13F Ellenbecker Investment Group 146.737 9,21 31.353 10,94
2026-01-27 13F/A Capital Performance Advisors Llp 8.624 22,38 1.814 26,43
2026-04-21 13F J2 Capital Management Inc 0 -100,00 0
2026-04-13 13F Amplius Wealth Advisors, LLC 5.987 -4,21 1.279 -2,66
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 9.753 -17,87 2.051 -15,14
2026-01-28 13F EnRich Financial Partners LLC 1.339 -4,90 282 -1,75
2026-02-06 13F Burling Wealth Partners, Llc 8.833 0,00 1.858 3,28
2026-04-09 13F TrueWealth Advisors, LLC 3.199 -0,34 683 1,19
2026-02-11 13F Manchester Capital Management LLC 10.455 2.199
2026-04-21 13F Columbus Macro, LLC 22.014 0,61 4.704 2,19
2026-04-10 13F Field & Main Bank 400 0,00 85 1,19
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13.946 107,07 2.933 113,93
2026-04-13 13F Stockman Wealth Management, Inc. 1.334 -9,56 285 -8,06
2026-04-24 13F Brown Financial Advisory 3.949 -0,53 844 1,08
2026-04-21 13F Signature Wealth Management Partners, LLC 0 -100,00 0
2026-04-23 13F Brown Miller Wealth Management, LLC 0 -100,00 0
2026-04-09 13F Baron Financial Group, LLC 11.241 -1,88 2.402 -0,33
2026-01-29 13F Golden State Equity Partners 2.333 491
2026-04-20 13F Fairvoy Private Wealth, LLC 5.396 -7,67 1.153 -6,18
2026-04-21 13F Northern Lights Advisors, Inc. 36.565 -1,73 7.813 -0,18
2026-02-13 13F Ariel Investments, Llc 668 141
2026-04-24 13F American Institute for Advanced Investment Management, LLP 31.537 0,02 6.739 1,60
2026-04-09 13F Noble Family Wealth, LLC 82.775 -1,84 17.687 -0,28
2026-04-27 13F Moran Wealth Management, LLC 0 -100,00 0
2026-02-13 13F Epoch Investment Partners, Inc. 10.432 2.194
2026-02-12 13F Advisory Resource Group 9.744 -4,40 2.049 -1,25
2026-02-12 13F Ironwood Investment Management Llc 1.867 0,00 393 3,16
2026-04-16 13F Phillips Financial Management, Llc 8.860 -5,09 1.893 -3,57
2026-02-12 13F Virtue Capital Management, LLC 0 -100,00 0
2026-02-13 13F Icon Wealth Advisors, LLC 18.952 8,73 3.987 12,34
2026-04-13 13F Enclave Advisors LLC 7.096 -4,46 1.516 -2,94
2026-01-28 13F Financial Perspectives, Inc 222 0,45 47 4,55
2026-02-13 13F Hurley Capital, LLC 1.022 0,49 215 3,88
2026-04-09 13F Park Place Capital Corp 4.806 -51,14 1.027 -50,39
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-04-20 13F Ritholtz Wealth Management 42.388 -3,28 9.057 -1,75
2026-04-21 13F First United Bank Trust/ 3.867 0,00 826 1,60
2026-02-12 13F AlphaCentric Advisors LLC 8.407 -21,50 1.768 -10,80
2026-01-27 13F Bonfire Financial 5.136 0,49 1.080 3,85
2026-04-08 13F DiNuzzo Private Wealth, Inc. 3.958 0,00 846 1,56
2026-04-14 13F Hamlin Capital Management, LLC 2.299 -71,17 491 -70,72
2026-02-17 13F Hancock Whitney Corp 48.289 7,37 10.157 10,93
2026-04-20 13F YANKCOM Partnership 5.258 0,00 1.124 1,54
2026-02-17 13F City National Bank Of Florida /msd 2.563 -20,23 539 -17,58
2025-11-14 13F Caisse De Depot Et Placement Du Quebec 0 -100,00 0 -100,00
2026-02-10 13F Greenspring Advisors, LLC 6.942 240,29 1.460 251,81
2026-04-20 13F Kastel Capital Advisors, LLC 1.303 0,00 274 0,00
2026-02-10 13F Madison Wealth Partners, Inc 1.872 2,35 394 5,65
2026-02-09 13F HBK Sorce Advisory LLC 38.411 -1,18 8.626 8,86
2026-02-13 13F Change Path, LLC 6.208 20,94 1.306 24,88
2026-01-28 13F Manuka Financial, LLC 1.068 0,00 225 3,23
2026-02-13 13F Glen Eagle Advisors, LLC 1.879 0,00 395 3,40
2026-04-13 13F Cyndeo Wealth Partners, LLC 11.062 -10,61 2.364 -9,19
2026-04-22 13F SC&H Financial Advisors, Inc. 2.154 0,28 460 2,00
2026-04-24 13F Clarity Wealth Advisors, LLC 1.028 0,00 220 1,39
2026-01-15 13F Frank, Rimerman Advisors LLC 1.208 0,00 254 3,67
2026-02-11 13F Harvest Fund Management Co., Ltd 21 0,00 0
2026-02-17 13F Signature Equity Partners, LLC 439 92
2026-04-17 13F AdvisorNet Financial, Inc 3.802 -7,45 812 -6,02
2026-01-27 13F Autumn Glory Partners, LLC 14.259 0,00 2.999 3,34
2026-02-06 13F New Millennium Group LLC 344 -14,00 72 -11,11
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 9.980 -2,69 2.132 -1,16
2026-04-14 13F FC Advisory LLC 20.462 -3,12 4.372 -1,58
2026-02-02 13F Seizert Capital Partners, Llc 17.577 3.697
2026-01-29 13F MWA Asset Management 3.722 -3,32 783 -0,13
2026-04-13 13F Highland Capital Management, Llc 22.023 10,54 4.706 12,29
2026-02-02 13F Summit Wealth & Retirement Planning, Inc. 59.508 -2,51 12.517 0,72
2025-10-30 13F Gibbs Wealth Management 0 -100,00 0
2026-04-24 13F Stock Yards Bank & Trust Co 23.062 0,66 4.928 2,26
2026-02-12 13F Jane Street Group, Llc 55.236 11.618
2026-04-21 13F Pinnacle Associates Ltd 7.355 0,55 1.572 2,15
2026-04-27 13F Capital Advisors Inc/ok 0 -100,00 0
2025-11-12 13F Ameriflex Group, Inc. 0 -100,00 0
2026-04-14 13F Peak Wealth Management LLC 2.837 -0,07 606 1,51
2026-02-11 13F Brandywine Global Investment Management, LLC 242.573 20,82 51.023 24,83
2026-04-10 13F Harbor Group, Inc. 2.118 0,19 452 1,80
2026-04-16 13F Johnson Bixby & Associates, LLC 3.658 -3,00 782 -1,51
2026-04-17 13F Cache Advisors, LLC 608 130
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-04-21 13F Accredited Investor Services, Llc 1.043 223
2025-11-12 13F Nomura Asset Management Co Ltd 0 0
2026-02-10 13F IAG Wealth Partners, LLC 884 0,57 186 3,93
2026-02-13 13F Sei Investments Co 35.034 1,98 7.369 5,38
2026-02-10 13F Verus Capital Partners, Llc 1.993 0,10 419 3,46
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 1.291 271
2026-04-15 13F Planning Directions Inc 2.756 589
2026-04-22 13F BigSur Wealth Management LLC 9.395 -24,20 2.007 -23,01
2026-01-21 13F Rocky Mountain Advisers, Llc 370 0,00 78 2,67
2026-02-04 13F Community Bank, N.A. 25.869 -4,45 5.441 -1,27
2026-04-22 13F Coston, McIsaac & Partners 470 0,00 0
2026-04-15 13F Cypress Wealth Services, LLC 2.097 0,05 448 1,82
2026-01-30 13F Stegner Investment Associates Inc. 38.389 44,47 8.075 49,27
2026-02-10 13F Operose Advisors LLC 2.562 0,00 539 3,26
2026-02-17 13F IHT Wealth Management, LLC 26.396 -0,76 5.553 2,57
2026-04-21 13F Maseco Llp 1.361 -7,67 291 -6,45
2026-04-22 13F Riverbend Wealth Management, LLC 1.581 -8,24 338 -6,91
2026-02-09 13F TrustBank 800 168
2026-04-08 13F High Point Wealth Management, LLC 659 0,00 141 1,45
2025-11-04 13F Gitterman Wealth Management, LLC 0 -100,00 0
2026-02-05 13F Tfo-tdc, Llc 6.028 0,50 1.268 3,77
2026-02-10 13F Options Solutions, Llc 4.000 0,00 841 3,32
2026-02-12 13F Richard W. Paul & Associates, LLC 27 -55,74 6 -58,33
2026-02-10 13F Linscomb & Williams, Inc. 30.378 -2,17 6.390 1,06
2026-02-18 13F EP Wealth Advisors, Inc. 308.352 -1,51 64.859 6,66
2026-04-10 13F Lwm Advisors Inc 125.294 6,65 26.772 8,34
2026-04-16 13F Rockland Trust Co 3.104 0,00 663 1,69
2026-04-21 13F Northeast Investment Management 10.088 2,42 2.156 4,06
2026-01-26 13F Lansing Street Advisors 1.316 0,38 277 3,76
2026-02-03 13F American Financial Advisors, LLC 6.776 -3,09 1.425 0,14
2026-04-08 13F Orrstown Financial Services Inc 1.705 -16,13 364 -14,75
2026-04-13 13F Bourgeon Capital Management Llc 0 -100,00 0
2026-02-13 13F Prudential Financial Inc 3.422.500 -10,19 725.365 -6,50
2026-02-13 13F GM Advisory Group, Inc. 3.611 71,87 759 77,75
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 147.031 1,91 31 3,45
2026-02-09 13F Cary Street Partner Investment Advisory Llc 67 14
2026-02-12 13F Principal Securities, Inc. 2.770 -14,45 583 -11,68
2026-02-11 13F Wellspring Financial Advisors, LLC 41.676 8.767
2026-04-20 13F Keudell/Morrison Wealth Management 0 -100,00 0
2026-02-20 13F Sunbelt Securities, Inc. 1.279 -26,87 269 -24,23
2026-02-13 13F Lord, Abbett & Co. Llc 7.919 2
2026-02-11 13F Clearbridge Investments, LLC 23.060 1.712,89 4.850 1.779,84
2026-04-13 13F Fiduciary Financial Group, Llc 17.351 -8,28 3.707 -6,84
2026-04-24 13F Verus Wealth Management, Llc 1.424 0,00 304 1,67
2026-04-16 13F Westmount Partners, LLC 3.388 0,00 724 1,54
2026-04-17 13F Provident Wealth Management, LLC 516 0,00 110 1,85
2026-02-09 13F Smithfield Trust Co 390 0,00 0
2026-02-13 13F OpenArc Corporate Advisory, LLC 673.355 141.633
2026-04-14 13F SNS Financial Group, LLC 1.456 0,00 311 1,63
2026-02-12 13F Northstar Asset Management Inc 0 -100,00 0
2026-01-27 13F BankPlus Trust Department 3.363 -3,28 707 0,00
2026-02-04 13F Twin Lakes Capital Management, LLC 119 0,00 25 4,17
2026-02-05 13F Accredited Investors Inc. 14.490 0,03 3.048 3,32
2026-02-18 13F Beacon Pointe Advisors, LLC 413.095 78,35 86.890 84,26
2026-04-13 13F Lake Street Financial Llc 2.270 0,35 485 2,11
2026-02-04 13F Midwest Trust Co 146.816 8,15 30.881 11,74
2026-02-17 13F Permanens Capital L.P. 1.456 0,48 306 4,08
2026-04-07 13F Farmers Trust Co 2.970 0,00 635 1,60
2026-02-04 13F Independent Advisor Alliance 3.381 0,00 711 3,34
2026-02-13 13F Sofos Investments, Inc. 242 0,00 51 2,04
2026-04-27 13F Nvwm, Llc 2.144 94,91 458 98,27
2026-01-22 13F Jackson Thornton Asset Management, Llc 1.106 0,00 240 5,75
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-02-17 13F London & Capital Asset Management Ltd 2.279 479
2026-02-19 13F Atomi Financial Group, Inc. 2.323 -2,07 489 1,24
2025-10-30 13F Ridgewood Investments LLC 0 -100,00 0 -100,00
2026-02-10 13F Rice Partnership, LLC 4.028 20,96 847 25,11
2026-04-21 13F Poehling Capital Management, LLC 1.889 0,00 404 1,51
2026-01-26 13F Pacific Life Fund Advisors LLC 1.043.643 -3,28 219.520 -0,07
2026-02-04 13F Wsfs Capital Management, Llc 39.631 67,47 8.336 73,05
2026-04-15 13F Atwood & Palmer Inc 1.234 0,00 264 1,54
2026-04-17 13F Elk River Wealth Management, LLC 1.429 -14,02 305 -12,61
2026-04-17 13F Paragon Financial Partners, Inc. 7.707 1,29 1.732 8,25
2026-04-21 13F GHP Investment Advisors, Inc. 88.004 -0,76 18.804 0,80
2026-02-13 13F Ieq Capital, Llc 160.667 14,64 33.795 18,44
2026-02-12 13F Wealthspire Advisors, LLC 80.943 -49,70 17.026 -48,04
2026-04-22 13F Aureum Wealth Management, LLC 16.007 134,81 3.420 138,66
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 7.810 0,00 1.643 3,27
2026-02-02 13F Vantage Point Financial LLC 1.743 -1,25 367 1,95
2026-02-13 13F ICONIQ Capital, LLC 10.489 0,00 2.206 3,33
2026-02-09 13F Keating Financial Advisory Services, Inc. 740 156
2026-04-22 13F Hoese & Co LLP 4.963 0,00 1.060 1,63
2026-04-10 13F Melfa Wealth Management, Llc 3.278 0,09 700 1,74
2026-01-22 13F Bear Mountain Capital, Inc. 256 -0,39 56 7,69
2026-01-28 13F Cambridge Capital Management, Llc 7.293 0,05 1.534 3,37
2026-02-05 13F Stephens Inc /ar/ 621.161 -1,21 130.675 2,08
2026-02-13 13F Barclays Plc 2.700 568
2026-01-28 13F Dentgroup LLC 13.321 4,95 2.802 8,40
2026-02-17 13F Aureus Asset Management, LLC 27.245 0,00 5.731 3,32
2026-04-23 13F Global Trust Asset Management, LLC 236 0,00 50 2,04
2026-02-12 13F Sepio Capital, LP 38.615 381,66 8.122 397,67
2026-04-07 13F Fragasso Group Inc. 5.645 0,00 1.223 2,95
2026-04-15 13F Fortitude Family Office, LLC 5.300 0,00 1.132 1,62
2026-04-17 13F CENTRAL TRUST Co 5.109 -2,63 1.092 -1,09
2026-02-17 13F Wealth Watch Advisors, INC 731 30,77 154 35,40
2025-10-27 13F Clarity Asset Management, Inc. 0 -100,00 0
2026-02-13 13F Northstar Group, Inc. 6.629 3,76 1.394 7,23
2026-04-09 13F Tompkins Financial Corp 462 0,00 99 1,03
2026-04-20 13F Hoge Financial Services, Llc 4.368 0,39 933 1,97
2026-01-21 13F NovaPoint Capital, LLC 10.393 439,06 2.186 457,65
2026-04-10 13F Ballew Advisors, Inc 2.011 -0,40 449 2,05
2026-02-12 13F Compass Capital Management, Inc 1.711 360
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-01-27 13F Summit Financial Strategies, Inc. 9.975 2,76 2.098 6,17
2026-04-07 13F Orgel Wealth Management, LLC 3.005 1,38 642 3,05
2026-02-13 13F Monograph Wealth Advisors, Llc 10.618 0,00 2.233 3,33
2026-02-12 13F Renaissance Technologies Llc 3.100 -20,51 652 -17,88
2026-02-11 13F Lyrical Asset Management Lp 77.777 6.082,59 16.360 6.290,23
2026-01-20 13F Revolve Wealth Partners, LLC 0 -100,00 0
2026-03-05 13F Cedarwood Wealth LLC 2.531 555
2026-02-12 13F Custom Index Systems, Llc 12.742 -62,03 2.680 -60,77
2026-04-23 13F Chicago Capital, LLC 1.068 0,00 228 1,79
2026-02-10 13F Welch & Forbes Llc 7.145 0,00 1.503 3,30
2026-02-17 13F Mars Jewett Financial Group, Inc. 3.565 801
2026-02-17 13F Twin Focus Capital Partners, Llc 15.943 0,00 3.353 3,33
2026-04-22 13F HMS Capital Management, LLC 20.009 82,03 4.275 84,90
2026-02-17 13F Silvercrest Asset Management Group Llc 168.002 98,53 35.338 105,11
2026-04-17 13F Atlas Brown,Inc. 11.994 -1,16 2.563 0,39
2026-02-13 13F Boston Partners 273.930 332,48 58.426 352,67
2026-04-22 13F Advocate Investing Services LLC 800 0,00 171 1,19
2026-04-07 13F Howard Financial Services, Ltd. 1.200 256
2026-04-15 13F Pullen Investment Management, LLC 0 -100,00 0
2026-01-12 13F Canvas Wealth Advisors, LLC 6.480 13,58 1.363 16,60
2026-01-30 13F Renasant Bank 4.145 -9,68 872 -6,75
2026-02-12 13F Planning Project LLC 2.125 447
2026-04-20 13F Banque Cantonale Vaudoise 7.783 1.663
2026-02-09 13F Coldstream Capital Management Inc 5.177 3,66 1.089 7,09
2026-04-08 13F Wealth Science Advisors LLC 3.197 0,00 672 0,00
2026-02-04 13F BCJ Capital Management, LLC 1.819 53,24 383 58,51
2026-02-04 13F First Foundation Advisors 5.177 -5,48 1.089 -2,42
2026-02-11 13F Prestige Wealth Management Group LLC 201 0,00 42 5,00
2026-04-21 13F Vise Technologies, Inc. 21.947 0,00 4.616 0,00
2026-02-11 13F Tradition Wealth Management, LLC 47.793 1,38 10.053 4,73
2026-02-17 13F TCG Advisory Services, LLC 5.189 0,19 1.091 3,51
2026-04-17 13F Nottingham Advisors, Inc. 30.747 -1,31 6.570 0,24
2026-02-09 13F Atticus Wealth Management, Llc 2.079 -9,61 437 -6,62
2026-04-09 13F Acropolis Investment Management, LLC 18.925 -3,89 4.044 -2,39
2026-02-09 13F Kestra Investment Management, LLC 2.539 135,53 534 143,84
2026-04-08 13F Mma Asset Management Llc 7.528 -1,79 1.609 -0,25
2026-02-02 13F Benjamin Edwards Inc 1.840 -56,71 387 -55,26
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 1.185 -3,66 253 -1,94
2026-04-23 13F West Bancorporation Inc 73.131 9,38 15.626 11,12
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-02-13 13F Rhumbline Advisers 23.820 -17,33 5.010 -14,59
2026-02-04 13F Money Concepts Capital Corp 3.445 -69,32 725 -68,33
2026-04-23 13F Signature Securities Group Corporation 14.973 -11,33 3.199 -9,94
2026-02-11 13F O'shaughnessy Asset Management, Llc 275.191 397,22 57.884 413,74
2026-02-12 13F Hollencrest Capital Management 2.221 0,00 467 3,32
2026-01-06 13F Ransom Advisory, Ltd 45 9
2026-04-23 13F Granite Harbor Advisors, Inc. 10.312 -16,89 2.203 -15,56
2026-04-20 13F Peoples Financial Services Corp. 652 252,43 139 265,79
2026-04-08 13F Dynamic Advisor Solutions LLC 11.469 -2,82 2.451 -1,29
2026-02-10 13F WCG Wealth Advisors LLC 14.894 18,94 3.133 22,87
2026-02-05 13F Plante Moran Financial Advisors, LLC 4.796 2,74 1.009 6,11
2026-02-18 13F First Citizens Bank & Trust Co 70.588 0,80 14.847 4,14
2026-04-22 13F Red Door Wealth Management, LLC 2.056 0,00 439 1,62
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-02-17 13F Bci Securities, Inc. 5.471 1.151
2026-02-02 13F Equitable Trust Co 20.933 0,00 4.403 3,33
2026-04-13 13F Moody Lynn & Lieberson, Llc 1.494 3,11 319 4,93
2026-04-22 13F Stone Point Wealth LLC 1.086 0,00 232 1,75
2026-02-19 13F Mcguire Capital Advisors Inc 318 67
2026-04-13 13F St Germain D J Co Inc 2.796 2,34 597 4,01
2026-02-09 13F Arista Wealth Management, LLC 1.780 69,52 374 75,59
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 85 0,00 18 5,88
2026-04-01 13F LBJ Family Wealth Advisors, Ltd. 156.964 -2,23 33 -3,03
2026-02-02 13F Heritage Financial Services, LLC 2.306 0,00 485 3,41
2026-02-12 13F FineMark National Bank & Trust 2.016 5,33 424 9,00
2026-04-15 13F Archford Capital Strategies, LLC 3.726 1,66 796 3,38
2026-04-23 13F Foundry Financial Group, Inc. 0 -100,00 0
2026-02-03 13F Bokf, Na 92.521 64,62 19.461 70,08
2026-02-11 13F Deutsche Bank Ag\ 13.553 26,58 2.851 30,79
2026-04-21 13F Grimes & Company, Inc. 11.752 -0,44 2.511 1,17
2026-01-30 13F Canandaigua National Bank & Trust Co 10.822 -2,64 2.276 0,62
2026-04-09 13F Pacifica Partners Inc. 678 3,51 145 4,35
2026-04-20 13F Watchman Group, Inc. 1.397 -10,33 298 -8,87
2026-02-04 13F LRI Investments, LLC 6.167 80,01 1.297 86,08
2026-02-10 13F Grandfield & Dodd, Llc 955 -23,90 201 -21,57
2026-04-27 13F BIP Wealth, LLC 2.566 -20,14 548 -18,81
2026-02-02 13F Pillar Financial Advisors, LLC 1.337 0,00 281 3,31
2026-04-27 13F Canal Capital Management, LLC 2.065 0,29 441 2,08
2026-01-30 13F Richardson Capital Management LLC 223 0,00 47 2,22
2026-02-10 13F Baker Avenue Asset Management, LP 32.176 2,40 6.768 5,78
2026-02-11 13F North Dallas Bank & Trust Co 1.927 405
2026-01-23 13F McCarthy & Cox 0 -100,00 0
2026-02-05 13F Odyssey Capital Advisors, Inc. 3.839 807
2026-01-28 13F Kingswood Wealth Advisors, Llc 9.063 187,35 1.906 196,88
2026-04-27 13F Arcadia Wealth Management, LLC 39.521 -28,73 8.444 -27,60
2026-02-17 13F Windsor Advisory Group, LLC 0 -100,00 0
2026-02-12 13F Mizuho Bank, Ltd. 480.000 100.963
2026-04-21 13F Foster & Motley Inc 47.742 6,86 10 11,11
2026-04-23 13F S.E.E.D. Planning Group LLC 1.649 0,00 352 1,73
2026-02-12 13F Oder Investment Management, LLC 2.352 7,74 495 11,26
2026-02-17 13F Gotham Asset Management, LLC 80.801 29,04 16.996 33,32
2026-02-09 13F Putnam Fl Investment Management Co 13.988 -1,97 2.942 1,27
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 221 -25,34 47 -24,19
2026-01-30 13F Camden Capital, LLC 66.075 -9,35 13.898 -6,34
2026-02-13 13F Aire Advisors, Llc 2.727 0,04 574 3,43
2026-01-23 13F Carnegie Capital Asset Management, LLC 3.559 60,60 749 65,85
2026-02-11 13F Capital International Investors 20.859 239,78 4.421 254,45
2026-02-09 13F MTM Investment Management, LLC 1.281 0,08 269 3,46
2026-01-26 13F Invested Advisors 14.934 50,56 3.141 70,06
2026-04-17 13F Monticello Wealth Management, Llc 19.632 -0,50 4.195 1,06
2026-02-10 13F One Capital Management, LLC 17.981 6,33 3.782 9,88
2026-02-13 13F Intrepid Financial Planning Group LLC 11.043 -1,40 2.323 1,84
2026-02-13 13F Ubs Asset Management Americas Inc 29.526 6.210
2026-02-17 13F Tannin Capital LLC 7.198 1.514
2026-04-06 13F Baring Financial LLC 1.819 16,90 389 18,65
2026-02-11 13F Vaughan David Investments Inc/il 1.063 0,00 0
2026-04-07 13F Mb, Levis & Associates, Llc 164 0,00 35 2,94
2026-02-10 13F Envestnet Asset Management Inc 7.746.341 15,73 1.629.365 19,57
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-02-02 13F Chung Wu Investment Group, LLC 100 0,00 21 5,00
2026-04-16 13F Montecito Bank & Trust 48.264 -1,18 10.313 0,39
2026-02-11 13F Alteri Wealth LLC 5.539 2,14 1.165 5,53
2026-03-24 13F Armis Advisers, LLC 3.830 2,60 809 6,31
2026-04-23 13F St. Clair Advisors, LLC 13.039 2.786
2026-04-27 13F Symmetry Partners, LLC 4.863 -0,82 1.039 0,78
2026-04-20 13F Hilton Head Capital Partners, LLC 316 0,32 67 1,52
2026-04-21 13F SmartHarvest Portfolios, LLC 2.708 0,00 579 1,58
2026-01-20 13F Ascent Group, LLC 75.553 -6,01 15.892 -2,89
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 2.168 31,16 456 35,42
2026-01-29 13F Resonant Capital Advisors, LLC 4.064 -10,94 855 -7,97
2026-04-09 13F Lantz Financial LLC 5.307 -33,32 1.134 -32,32
2026-04-22 13F Motco 2.662 0,00 569 1,61
2026-04-17 13F Wealthbridge Capital Management, Llc 2.513 1,37 537 2,88
2026-01-22 13F Evermay Wealth Management Llc 14.113 -0,69 2.969 2,59
2026-02-04 13F Legacy Financial Advisors, Inc. 1.308 275
2025-11-21 13F Watts Gwilliam & Co., LLC 19.616 0,19 3.994 0,43
2026-04-08 13F Inspirion Wealth Advisors, Llc 1.004 0,00 215 1,42
2026-02-24 13F Nolet Wealth Management, LLC 11.725 2.466
2026-01-16 13F Legacy Capital Wealth Partners, LLC 4.288 -22,49 902 -19,98
2026-02-06 13F Stronghold Wealth Management L.L.C. 2.787 586
2026-02-13 13F Magnolia Capital Advisors Llc 4.017 8,51 845 12,08
2026-01-12 13F Traynor Capital Management, Inc. 1.416 6,07 298 9,59
2026-04-24 13F Key FInancial Inc 7.662 0,00 1.637 1,61
2026-04-16 13F Roble, Belko & Company, Inc 3.559 0,00 1
2026-03-12 13F Farmers National Bank 1.755 0,00 369 3,36
2026-04-14 13F Wealthcare Advisory Partners LLC 45.178 -3,78 9.653 -2,26
2026-01-22 13F Richardson Financial Services Inc. 285 0,00 60 3,45
2026-04-23 13F Next Level Private LLC 8.985 0,28 1.920 1,86
2026-01-27 13F Private Wealth Partners, LLC 1.509 0,00 317 3,26
2026-02-03 13F Strategic Wealth Advisors LLC 13.076 3
2026-02-11 13F Cerity Partners LLC 452.281 110,60 95.133 117,60
2026-02-13 13F Morgan Stanley 39.663.587 9,02 8.342.840 12,63
2026-02-13 13F Van Eck Associates Corp 40 -9,09 0
2026-02-06 13F AAFCPAs Wealth Management, LLC 3.311 -1,11 696 2,20
2026-01-29 13F UBS Group AG Put 300.000 50,00 63.102 54,97
2026-04-14 13F Nbc Securities, Inc. 19.117 -2,04 4.085 -0,51
2026-01-29 13F UBS Group AG Call 300.000 50,00 63.102 54,97
2026-01-29 13F UBS Group AG 6.611.520 -13,90 1.390.667 -11,04
2026-02-12 13F Colonial Trust Co / SC 6.895 -0,69 1.450 2,62
2025-11-14 13F Walleye Trading LLC 0 -100,00 0 -100,00
2026-02-11 13F Stonebrook Private Inc. 3.436 0,00 723 3,29
2026-02-13 13F Alerus Financial Na 8 0,00 2 0,00
2026-02-03 13F Emerald Investment Partners, Llc 5.878 24,06 1.236 28,22
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-02-10 13F Edgemoor Investment Advisors, Inc. 2.506 -36,57 527 -34,45
2026-04-08 13F West Financial Advisors, LLC 1.070 0,00 229 1,33
2026-04-23 13F Willis Johnson & Associates, Inc. 74.115 -1,14 15.836 0,42
2026-01-20 13F Ntv Asset Management Llc 14.911 -3,74 3.136 -0,54
2026-01-23 13F Freestone Capital Holdings, LLC 7.270 -10,48 1.529 -7,50
2026-01-30 13F Exencial Wealth Advisors, Llc 6.579 4,98 1.384 8,47
2026-01-30 13F AMG National Trust Bank 126.261 -0,66 26.558 2,63
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 5.043 -29,26 1.061 -26,95
2026-02-10 13F ShoreHaven Wealth Partners, LLC 1.836 0,00 386 3,49
2026-01-29 13F Retirement Solution Inc. 1.237 6,91 260 10,64
2026-04-24 13F Balentine LLC 1.546 0,00 330 1,54
2026-04-27 13F Lodestar Private Asset Management Llc 2.333 -5,55 498 -4,05
2026-01-29 13F Schnieders Capital Management, Llc. 2.689 0,00 566 3,29
2026-02-09 13F Nicolet Bankshares Inc 12.122 -0,76 2.550 2,53
2026-04-15 13F Activest Wealth Management 3.642 0,00 778 1,57
2026-02-17 13F Garden State Investment Advisory Services LLC 1.079 227
2026-01-29 13F Facet Wealth, Inc. 1.854 31,49 407 41,46
2025-11-07 13F Putney Financial Group LLC 0 -100,00 0 -100,00
2026-04-16 13F Toth Financial Advisory Corp 20 0,00 4 0,00
2026-04-15 13F Paragon Capital Management Ltd 4.008 -4,66 856 -3,17
2026-01-28 13F Glassman Wealth Services 3.157 0,00 664 3,43
2026-02-06 13F FourThought Financial Partners, LLC 1.238 -0,24 260 3,17
2026-04-14 13F Howland Capital Management Llc 0 -100,00 0
2026-02-05 13F Wakefield Asset Management LLLP 0 -100,00 0
2026-02-10 13F Parr Mcknight Wealth Management Group, Llc 1.239 0,00 261 3,17
2026-04-16 13F Forbes J M & Co Llp 1.050 224
2026-02-12 13F Quadrant Capital Group Llc 31.293 0,00 6.582 3,33
2026-02-11 13F First Command Advisory Services, Inc. 1.651 23,58 347 28,04
2026-04-24 13F Capital Asset Advisory Services LLC 8.363 15,54 1.901 21,25
2026-02-17 13F Pacific Financial Group Inc 3.544 -28,85 745 -26,53
2026-02-11 13F SOUTH STATE Corp 7.211 -30,28 1.517 -27,98
2026-02-13 13F Parkside Financial Bank & Trust 103.825 -0,85 21.839 2,43
2026-02-17 13F Glenmede Trust Co Na 61.091 -15,53 12.850 -5,58
2026-02-05 13F Applied Finance Capital Management, LLC 97.035 1.432,70 20.410 1.484,63
2026-01-30 13F Laurel Wealth Advisors LLC 1.070 225
2026-02-05 13F Hills Bank & Trust Co 725 0,00 152 3,40
2026-02-12 13F Atalanta Sosnoff Capital, Llc 8.825 -2,17 1.856 1,09
2026-01-29 13F Simon Quick Advisors, Llc 138.576 -27,38 29.148 -24,97
2026-02-10 13F Glassy Mountain Advisors, Inc. 396 0,00 83 3,75
2026-02-10 13F Tandem Financial, LLC 36.825 83,58 6.817 66,96
2026-04-03 13F Adirondack Trust Co 5.368 -1,27 1.147 0,26
2026-03-24 13F Old North State Trust, LLC 1.266 0,00 0
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 449.483 -1,46 94.544 1,81
2026-02-12 13F JT Stratford LLC 1.771 50,72 373 55,65
2026-02-13 13F Element Pointe Advisors, Llc 9.970 -0,98 2.097 2,34
2026-04-07 13F Myecfo, Llc 8.215 -1,20 1.755 0,40
2026-04-17 13F Great Waters Wealth Management 7.841 -0,11 1.675 1,45
2026-02-12 13F GreatBanc Trust CO 1.379 0,00 290 3,57
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 40.804 8.583
2026-04-21 13F Trilogy Capital Inc. 1.368 13,91 292 15,87
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 -100,00 0 -100,00
2026-02-03 13F LaFleur & Godfrey LLC 1.626 -3,79 342 -0,58
2026-04-21 13F Cypress Capital Advisors, LLC 4.037 1,46 863 3,11
2026-02-13 13F Tobias Financial Advisors, Inc. 17.147 -1,39 3.607 1,86
2026-04-24 13F Patten Group, Inc. 4.620 -2,82 987 -1,20
2026-04-13 13F Clayton Financial Group LLC 2.275 0,18 486 1,89
2026-04-16 13F jvl associates llc 10.211 0,00 2.182 1,58
2026-01-23 13F Kelsey Financial, LLC 61.396 12.914
2026-04-23 13F Private Wealth Management Group, LLC 1.028 0,00 220 1,39
2026-04-24 13F Pursuit Wealth Strategies, Llc 184 39
2026-04-07 13F InvesTrust 9.589 -2,36 2.049 -0,82
2026-01-26 13F David Kennon Inc 7.984 4,37 1.679 7,84
2026-02-05 13F Elyxium Wealth, LLC 2.665 0,00 561 3,32
2026-02-11 13F Cornerstone Advisors Asset Management, Inc 2.357 0,55 496 3,77
2026-04-20 13F Breakwater Capital Group 61.253 -1,58 13.088 -0,03
2026-02-17 13F Cambria Investment Management, L.P. 16.536 3.478
2026-01-26 13F Grand Wealth Management, Llc 148 31
2026-04-23 13F Marquette Asset Management, LLC 393.580 2,56 84.096 4,18
2026-04-22 13F Continuum Advisory, LLC 3.848 -0,23 822 1,36
2026-04-27 13F Proathlete Wealth Management Llc 153.566 3,83 32.910 5,43
2026-02-02 13F Objectivity Squared, LLC 149.193 1,83 31.381 5,20
2026-02-06 13F Diamond Hill Capital Management Inc 556.903 24.828,51 117.139 25.701,32
2026-01-30 13F Archer Investment Corp 2.526 0,00 531 3,31
2026-01-23 13F Legacy Bridge, LLC 25 0,00 5 0,00
2026-04-20 13F Kestra Private Wealth Services, Llc 219.860 15,95 46.978 17,78
2026-02-11 13F Wharton Business Group, LLC 1.496 0,00 315 3,29
2026-02-17 13F Roehl & Yi Investment Advisors, LLC 5.457 1.148
2025-10-27 13F PBMares Wealth Management LLC 2.378 0,00 484 4,99
2026-02-05 13F Wind River Trust Co 233.705 0,00 49.158 3,31
2026-02-04 13F Catalyst Financial Partners Llc 1.381 -0,43 290 2,84
2026-02-17 13F Meridian Wealth Advisors, LLC 2.858 -0,69 601 2,74
2026-04-17 13F Stonebridge Financial Group, LLC / MO 5.687 0,16 1.215 1,76
2026-02-13 13F Nfj Investment Group, Llc 41.105 1.705,23 8.646 1.767,39
2026-02-10 13F Kesler, Norman & Wride, LLC 3.550 747
2026-04-08 13F Bond & Devick Financial Network, Inc. 10.070 1,61 2.152 3,21
2026-02-10 13F Clear Harbor Asset Management, LLC 1.316 277
2026-04-07 13F Pathway Financial Advisors LLC 14.660 0,00 3.160 -0,47
2026-01-12 13F Daymark Wealth Partners, Llc 1.234 2,24 260 5,71
2026-01-29 13F True Link Financial Advisors, LLC 1.195 7,66 251 11,56
2026-01-27 13F Greatmark Investment Partners, Inc. 3.413 168,74 718 177,91
2026-04-22 13F BKM Wealth Management, LLC 3.683 -1,15 787 0,38
2026-02-09 13F Robinson Smith Wealth Advisors Llc 3.105 0,00 653 3,32
2026-02-06 13F Cascade Financial Partners, LLC 3.397 0,00 715 3,33
2026-02-13 13F Pitcairn Wealth Advisors LLC 3.539 744
2026-01-21 13F Persium Advisors, LLC 1.269 0,00 267 3,10
2026-02-02 13F Oak Harbor Wealth Partners, Llc 1.559 -9,10 328 -6,30
2026-02-06 13F Tortoise Investment Management, LLC 2.251 0,00 473 3,28
2026-02-11 13F Brand Asset Management Group, Inc. 28.583 -0,44 6.012 2,87
2026-01-15 13F Warwick Investment Management, Inc. 6.036 -6,77 1.270 -3,72
2026-02-13 13F Clifford Group, LLC 8.011 -0,29 1.685 3,06
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-01-22 13F Premier Path Wealth Partners, LLC 20.682 25,74 4.350 29,93
2026-02-06 13F Insight Inv LLC 9.767 -0,04 2.054 3,27
2026-02-09 13F Blue Bell Private Wealth Management, Llc 2.481 43,58 522 48,43
2026-04-14 13F XY Planning Network, Inc. 3.544 762
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 2.966 0,00 634 1,61
2026-02-12 13F Umpqua Bank 5.954 24,20 1.252 28,15
2026-02-13 13F Mariner, LLC 531.496 6,28 111.795 9,81
2026-02-11 13F Meeder Advisory Services, Inc. 2.157 19,70 454 23,77
2026-04-15 13F Fifth Third Securities, Inc. 7.361 -26,13 1.573 -25,00
2026-01-28 13F Nadler Financial Group, Inc. 138.327 -3,42 29.096 -0,22
2026-02-11 13F Tiaa Trust, National Association 1.135.610 -1,30 239.915 2,53
2026-04-23 13F Oppenheimer Asset Management Inc. 94.820 -58,40 20.260 -57,74
2026-02-17 13F German American Bancorp, Inc. 0 -100,00 0
2026-02-12 13F Laffer Investments 979 206
2026-01-20 13F Steel Peak Wealth Management LLC 1.063 -30,57 224 -28,30
2026-02-02 13F Mcdonald Partners Llc 1.850 0,00 389 3,46
2026-02-10 13F Mycio Wealth Partners, Llc 8.715 0,00 1.833 3,33
2026-04-23 13F Manchester Financial Inc 0 -100,00 0
2026-04-17 13F Morris Financial Concepts, Inc. 3.178 -10,23 679 -8,74
2026-02-18 13F NFP Retirement, Inc. 2.749 2,35 578 5,86
2026-01-23 13F Optima Capital Llc 25 5
2026-04-16 13F McClarren Financial Advisors, Inc. 1.551 4,94 331 1,85
2026-04-14 13F Opal Wealth Advisors, LLC 3.105 -29,70 663 -28,63
2026-02-03 13F McIlrath & Eck, LLC 1.987 10,57 418 14,25
2026-02-13 13F Macquarie Group Ltd 0 -100,00 0
2026-04-13 13F Garrett Investment Advisors LLC 10.892 -0,40 2.327 1,17
2026-02-05 13F Western Wealth Management, LLC 15.769 1,03 3.317 4,38
2026-04-22 13F Norris Perne & French Llp/mi 3.029 -42,07 647 -41,13
2026-04-24 13F Palouse Capital Management, Inc. 577 0,00 123 1,65
2026-01-26 13F Cordatus Wealth Management LLC 162.675 34.217
2026-04-16 13F SG Americas Securities, LLC 19.626 -22,64 4 -20,00
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0 -100,00
2026-04-17 13F HHM Wealth Advisors, LLC 558 119,69 119 124,53
2026-04-21 13F Altus Wealth Management, LLC 1.761 0,00 376 1,62
2026-04-10 13F Voisard Asset Management Group, Inc. 998 0,00 213 1,91
2026-04-08 13F Sharper & Granite LLC 1.159 0,00 248 1,65
2026-04-27 13F Serenus Wealth Advisors, LLC 19.223 -1,61 4.107 -0,05
2025-11-14 13F Wood Tarver Financial Group, LLC 0 -100,00 0
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2026-02-04 13F Washington Trust Bank 4.392 99,27 924 106,03
2026-02-17 13F Two Sigma Investments, Lp 10.005 2.104
2026-02-17 13F Citadel Advisors Llc Put 86.900 2.382,86 18.279 2.467,13
2026-02-17 13F Citadel Advisors Llc Call 63.900 40,13 13.441 44,78
2026-04-27 13F TCI Wealth Advisors, Inc. 5.404 -1,71 1.155 -0,17
2026-01-28 13F Geneos Wealth Management Inc. 9.264 0,28 1.949 3,62
2026-02-13 13F Jacobi Capital Management LLC 5.723 0,02 1.204 3,35
2026-04-13 13F Mather Group, Llc. 46.184 -3,03 9.868 -1,49
2026-04-20 13F Cardinal Point Capital Management, ULC 1.458 0,00 312 1,63
2025-11-05 13F Wells Trecaso Financial Group, LLC 1.020 -38,96 208 -36,11
2026-02-06 13F Hardy Reed LLC 29.678 0,00 6.242 3,31
2026-02-09 13F MSH Capital Advisors LLC 2.886 47,70 607 52,90
2026-02-13 13F Potentia Wealth 26.364 -2,39 5.545 0,85
2026-02-05 13F Mount Lucas Management LP 8.407 1.768
2026-02-24 13F Barnes Wealth Management Group, Inc 1.100 0,18 231 3,59
2025-11-14 13F Imprint Wealth LLC 0 -100,00 0 -100,00
2026-02-06 13F Fortis Group Advisors, LLC 7 1
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 13.289 -2,78 2.839 -1,25
2026-02-04 13F Meridian Wealth Management, LLC 5.940 14,27 1.250 18,50
2026-02-13 13F American Investment Services, Inc. 4.076 0,00 857 3,38
2026-02-06 13F Wilian Securities, LLC 1.776 374
2026-02-11 13F Zions Bancorporation, National Association /ut/ 11.701 -0,52 2.461 2,80
2026-04-23 13F Ewa, Llc 1.525 -1,10 326 0,31
2026-04-23 13F Summit Investment Advisory Services, LLC 1.399 0,00 299 1,36
2025-11-14 13F Walleye Trading LLC Call 0 -100,00 0 -100,00
2026-04-21 13F Sicart Associates LLC 1.317 0,00 281 1,44
2026-04-09 13F IFG Advisors, LLC 1.428 0,28 305 2,01
2026-02-11 13F Capital Analysts, Inc. 1.288 -59,51 0
2026-04-27 13F FSM Wealth Advisors, LLC 1.136 0,09 243 1,68
2026-04-21 13F Aaron Wealth Advisors LLC 17.773 -0,87 3.798 0,69
2026-01-12 13F Rialto Wealth Management, LLC 3.136 0,00 660 3,29
2026-01-28 13F Legacy Capital Group California, Inc. 1.151 242
2026-02-10 13F ESL Trust Services, LLC 536 0,00 113 2,75
2026-04-14 13F Cathy Pareto & Associates, Inc 1.670 0,36 357 2,00
2026-04-10 13F Piscataqua Savings Bank 290 0,00 62 1,67
2026-02-17 13F Westwood Holdings Group Inc 138.862 30,78 29.208 35,12
2026-02-03 13F RWM Asset Management, LLC 14.293 0,00 3.132 7,63
2026-01-20 13F SOA Wealth Advisors, LLC. 14.306 -3,73 3.009 -0,53
2026-02-10 13F Dynasty Wealth Management, Llc 395.837 83.260
2026-02-11 13F Flagship Wealth Advisors, Llc 128 0,00 27 0,00
2026-04-10 13F Pure Financial Advisors, Inc. 12.987 -2,85 2.775 -1,32
2026-02-13 13F W Advisors, Llc 22.199 11,30 4.669 15,00
2026-04-17 13F Ignite Planners, LLC 2.830 0,00 605 -2,89
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 2.612 -1,80 549 1,48
2026-04-09 13F Elmwood Wealth Management, Inc. 5.042 11,87 1.077 13,61
2026-02-17 13F First Commonwealth Financial Corp /pa/ 3.116 9,87 655 13,52
2026-02-17 13F Stage Harbor Financial, Llc 20.249 0,92 4.259 4,26
2026-02-10 13F Savant Capital, LLC 138.634 2,59 29.160 6,00
2026-04-20 13F Oak Family Advisors, Llc 1.263 0,00 270 1,51
2026-04-22 13F Accretive Wealth Partners, LLC 2.183 1,02 466 2,64
2026-02-12 13F Daybright Advisory Services, Inc. 4.604 968
2026-04-06 13F Highline Wealth Partners Llc 2.005 16,71 429 18,56
2026-02-18 13F Sierra Capital LLC 37.492 0,05 8 0,00
2026-02-12 13F Brown Brothers Harriman & Co 28.953 2,80 6.090 6,19
2026-04-21 13F Falcon Wealth Planning 1.204 3,88 257 5,76
2026-02-13 13F Schroder Investment Management Group 600 -62,50 126 -61,23
2026-04-01 13F Financial Insights, Inc. 3.291 4,28 692 13,07
2026-02-13 13F KilterHowling LLC 1.090 0,46 229 4,09
2026-01-12 13F Evolution Wealth Advisors, LLC 2.098 0,00 441 3,28
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 10.222 0,00 2.150 3,32
2026-04-20 13F McKinley Carter Wealth Services, Inc. 17.958 -5,38 3.837 -3,88
2026-02-10 13F New Republic Capital, LLC 4.861 112,36 1.022 119,31
2026-02-13 13F/A New England Private Wealth Advisors LLC 24.451 0,41 5.143 3,73
2026-02-10 13F FDx Advisors, Inc. 63.828 -2,42 13 0,00
2026-04-15 13F Dixon Fnancial Services, Inc. 18.930 0,00 4.045 1,58
2026-02-02 13F Woodard & Co Asset Management Group Inc /adv 96.135 -3,12 20.221 0,09
2026-04-17 13F Matthew Goff Investment Advisor, LLC 4.244 -2,12 907 -0,66
2026-02-12 13F Brightwater Advisory LLC 28.246 0,00 5.941 3,32
2026-02-09 13F Avalon Trust Co 558 0,00 117 3,54
2026-02-11 13F Buckingham Strategic Partners 19.470 -24,89 4.096 -22,85
2026-04-20 13F MBM Wealth Consultants, LLC 138 29
2026-02-05 13F Staley Capital Advisers Inc 5.358 0,00 1.127 3,30
2026-02-03 13F F/M Investments LLC 5.459 2,17 1.148 5,61
2026-04-22 13F Braun Stacey Associates Inc 1.965 78,96 420 82,17
2026-01-28 13F Investmark Advisory Group LLC 5.219 1,18 1.098 4,48
2026-01-16 13F Red Lighthouse Investment Management, Llc 1.308 0,00 275 3,38
2026-04-22 13F Apollon Financial, LLC 5.766 -6,55 1.232 -5,01
2026-04-09 13F OFS Enterprise LLC 44.927 9.600
2026-02-09 13F Collaborative Wealth Managment Inc. 1.126 -0,44 237 2,61
2026-01-27 13F Belpointe Asset Management LLC 6.145 18,06 1.293 22,00
2026-02-06 13F TPG Financial Advisors, LLC 23.333 1,92 4.908 5,30
2026-02-09 13F First National Trust Co 6.778 24,89 1.426 29,08
2026-04-20 13F ABLE Financial Group, LLC 3.842 -2,59 821 -1,09
2026-04-16 13F Mountain Pacific Investment Advisers Inc/id 1.050 0,00 224 1,82
2026-02-12 13F Davis R M Inc 3.111 13,00 654 16,79
2026-02-13 13F Beutel, Goodman & Co Ltd. 0 -100,00 0
2026-04-23 13F First Pacific Financial 2.110 184,75 451 190,32
2026-02-17 13F Tolleson Wealth Management, Inc. 22.851 -1,79 4.806 1,48
2026-04-09 13F Praetorian Wealth Management, Inc. 1.425 0,00 316 5,69
2025-10-28 13F CarsonAllaria Wealth Management, Ltd. 0 -100,00 0
2026-02-06 13F Advisory Alpha, LLC 2.107 0,14 443 3,26
2026-04-16 13F Global Wealth Management, LLC 6.964 0,00 1.488 1,57
2026-02-09 13F Rhl Group, Llc 12 3
2026-02-10 13F JMG Financial Group, Ltd. 24.833 -2,09 5.223 1,16
2026-04-08 13F Sapient Capital Llc 13.921 1,55 2.975 2,38
2025-11-06 13F Northwest Financial Advisors 0 -100,00 0 -100,00
2026-04-10 13F Perfromance Wealth Partners, LLC 3.141 0,00 671 1,67
2026-04-16 13F First Community Trust Na 36 0,00 8 0,00
2026-02-03 13F Luken Investment Analytics, LLC 1.047 0,00 220 3,29
2026-02-04 13F Rinkey Investments 13.422 -8,38 2.823 -5,33
2026-02-09 13F King Wealth 1.548 -3,79 0
2025-11-04 13F Marshall Financial Group Inc /adv 9.167 -0,64 1.866 4,19
2026-01-23 13F Twelve Points Wealth Management LLC 0 -100,00 0
2026-02-17 13F London Co Of Virginia 0 -100,00 0
2026-02-12 13F Benson Wealth Management INC 56 12
2026-01-05 13F Catherine Avery Investment Management LLC 592 0,00 125 3,33
2026-04-24 13F Axis Wealth Partners, LLC 2.959 0,34 632 1,94
2026-02-17 13F Mairs & Power Inc 1.962 -85,87 413 -29,57
2026-01-23 13F Cambiar Investors Llc 177.191 26,94 37.270 31,15
2026-04-13 13F Kmg Fiduciary Partners, Llc 5.818 0,67 1.243 2,30
2026-04-22 13F Caldwell Trust Co 358 0,00 76 1,33
2026-02-11 13F GW&K Investment Management, LLC 1.804 0
2026-04-10 13F HT Partners LLC 2.322 0,00 496 1,64
2026-04-21 13F Nabity-Jensen Investment Management Inc 7.818 0,00 1.670 1,58
2026-04-22 13F Spirepoint Private Client, Llc 10.595 0,00 2.264 1,57
2026-04-08 13F Canandaigua National Corp 49.648 10.608
2026-04-23 13F Bell Bank 3.985 19,89 851 21,75
2026-04-13 13F Winthrop Advisory Group LLC 24.267 6,55 5.185 8,25
2026-02-12 13F Elevation Wealth Management LLC 3.582 753
2026-01-27 13F PFG Advisors 2.840 -14,20 597 -11,29
2026-04-21 13F Pacific Sage Partners, LLC 155.015 2,00 33.122 3,61
2026-01-28 13F Confluence Wealth Services, Inc. 34.901 17,48 7.341 21,38
2026-04-09 13F Thrive Wealth Management, LLC 6.128 2,97 1.309 4,64
2026-04-22 13F Wetzel Investment Advisors, Inc. 6.245 -1,22 1.334 0,38
2026-02-06 13F Csenge Advisory Group 1.528 9,69 321 13,43
2026-01-21 13F Signature Resources Capital Management, LLC 382 80
2026-02-03 13F Retirement Planning Group 2.779 5,95 584 9,36
2026-02-10 13F Foundations Investment Advisors, LLC 5.674 2,07 1.193 5,48
2026-02-05 13F BlueChip Wealth Advisors LLC 5.148 -1,10 1.083 2,17
2026-02-10 13F Thompson Siegel & Walmsley Llc 16.382 0,00 3 0,00
2026-02-02 13F Ascent Wealth Partners, LLC 13.733 -3,06 2.889 0,14
2026-02-13 13F Tudor Financial Inc. 3.199 0,00 673 3,23
2026-02-02 13F Opes Wealth Management LLC 16.324 0,06 3.434 3,37
2026-04-27 13F Wbh Advisory Inc 3.083 -4,67 663 -2,65
2026-04-22 13F RMR Wealth Builders 137.184 -0,91 29.312 0,66
2026-04-22 13F Wilkins Miller Wealth Management, LLC 1.412 0,00 302 1,35
2026-02-10 13F Texas Yale Capital Corp. 3.540 2,31 745 5,68
2026-02-19 13F TMB Capital Partners, LLC 3.895 819
2026-04-07 13F Farther Finance Advisors, LLC 63.481 78,58 13.645 82,48
2026-02-09 13F Texas Capital Bank Wealth Management Services Inc 6.830 182,11 1.437 191,87
2026-02-12 13F Gerber Kawasaki Wealth & Investment Management 2.560 -2,88 539 0,37
2026-02-11 13F LPL Financial LLC 4.290.502 2,11 902.464 5,50
2026-02-11 13F Fund Evaluation Group, LLC 87.356 10,57 18.374 14,24
2026-01-20 13F Fundamentun, Llc 115.570 -0,62 24.309 2,67
2026-02-11 13F VeraBank, N.A. 6.485 0,00 1.364 3,33
2026-02-17 13F Cresset Asset Management, LLC 297.973 2,76 62.676 6,17
2026-04-03 13F Box Hill Private Wealth LLC 1.772 379
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 9.218 5,48 1.970 7,13
2026-01-29 13F Advisors Capital Management, LLC 6.474 15,71 1.362 19,49
2026-04-21 13F Riverstone Advisors, LLC 1.883 402
2026-01-22 13F Harwood Advisory Group, LLC 3.202 6,98 674 10,51
2026-02-05 13F HighMark Wealth Management LLC 62 0,00 13 8,33
2026-02-17 13F Centennial Bank/AR/ 21.043 -18,00 4.426 -15,28
2026-02-05 13F Dana Investment Advisors, Inc. 14.640 -10,80 3.079 -7,84
2026-02-17 13F Perennial Investment Advisors, LLC 7.316 10,45 1.539 14,09
2026-01-12 13F Ryan Investment Management, Inc. 110.008 -24,64 23.139 -22,14
2026-04-22 13F Gemmer Asset Management LLC 1.324 -4,54 283 -3,09
2026-04-02 13F Ares Financial Consulting, LLC 681 0,29 146 2,82
2026-01-08 13F Sound View Wealth Advisors Group, LLC 7.993 -0,87 1.681 2,44
2026-04-06 13F Acima Private Wealth, Llc 1.570 0,00 335 1,52
2026-04-20 13F LVW Advisors, LLC 1.690 -17,36 361 -16,05
2026-04-20 13F Park Edge Advisors, LLC 1.748 0,00 373 1,63
2026-01-15 13F MEMBERS Trust Co 2.534 4,54 533 8,11
2026-02-02 13F Holistic Planning, LLC 5.042 -1,14 1.061 2,12
2025-11-12 13F BlackDiamond Wealth Management Inc. 0 -100,00 0
2026-04-15 13F Valley National Advisers Inc 224 0,00 0
2026-02-02 13F Access Investment Management LLC 180 0,00 37 0,00
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 1.956 0,00 398 5,01
2026-02-24 13F DGS Capital Management, LLC 1.780 -1,98 374 1,36
2026-02-10 13F Fort Sheridan Advisors Llc 3.258 0,96 685 4,42
2026-04-16 13F Allegheny Financial Group LTD 12.472 0,08 2.665 1,64
2026-02-13 13F Advyzon Investment Management, LLC 1.078 0,00 227 3,20
2026-01-13 13F Kathmere Capital Management, LLC 1.103 0,00 232 3,57
2026-02-13 13F Excelsior Advisor Network LLC 3.906 822
2026-02-11 13F Dorsey & Whitney Trust CO LLC 24.165 0,99 5.083 4,33
2026-01-21 13F Alliance Wealth Management Group 1.725 0,00 363 3,13
2026-02-12 13F MetLife Investment Management, LLC 43.300 22,66 9.108 26,73
2026-04-22 13F Sterling Capital Management LLC 1.178 -98,07 252 -98,04
2026-04-08 13F Nestegg Advisors, Inc. 79.289 3,59 16.942 5,22
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 1.495 -4,78 319 -3,33
2026-04-23 13F Greenhouse Wealth Management, LLC 1.221 0,00 261 1,56
2026-02-12 13F Chilton Capital Management Llc 70 0,00 15 0,00
2026-02-18 13F Financial Advisory Service, Inc. 10.503 0,09 2.209 3,42
2026-04-13 13F Salem Investment Counselors Inc 2.163 -1,14 462 0,43
2026-02-11 13F TCTC Holdings, LLC 136 0,00 29 3,70
2026-02-13 13F Victory Capital Management Inc 13.098 -11,58 2.755 -8,62
2026-04-17 13F Astoria Strategic Wealth, Inc. 35.731 -1,91 7.635 -0,35
2026-02-17 13F Equitable Holdings, Inc. 362.438 2,94 76.235 6,35
2026-02-04 13F Rockbridge Investment Management, LCC 3.657 0,03 769 3,36
2026-01-30 13F Citizens Financial Group Inc/ri 36.128 -2,48 7.599 0,77
2026-02-02 13F Vista Capital Partners, Inc. 9.479 20,80 1.994 24,80
2025-11-14 13F DRW Securities, LLC 0 -100,00 0
2026-01-14 13F Alliance Wealth Advisors, LLC 1.218 0,00 256 3,64
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 309 -35,62 66 -34,00
2026-02-04 13F Greenwood Gearhart Inc 2.029 -36,89 427 -34,86
2026-04-13 13F Wolff Wiese Magana Llc 583 0,00 125 1,64
2026-04-07 13F Retirement Wealth Solutions LLC 338 72
2026-02-13 13F Motiv8 Investments LLC 115 0
2026-02-14 13F POM Investment Strategies, LLC 106 0,00 22 4,76
2026-04-23 13F Financial & Tax Architects, LLC 943 201
2026-02-13 13F/A Planwiser Financial, Llc 0 -100,00 0
2026-02-17 13F Van Den Berg Management I, Inc 1.256 264
2026-02-05 13F Mission Wealth Management, Lp 221.880 -2,86 46.670 0,36
2026-02-13 13F Baltimore-Washington Financial Advisors, Inc. 3.047 192,70 641 203,32
2026-01-15 13F Powerhouse Assets LLC 1.615 340
2026-01-14 13F ORG Partners LLC 7.835 45,42 1.648 47,67
2026-02-12 13F Investment Research Partners LLC 1.114 -0,27 234 2,63
2026-01-07 13F Cahaba Wealth Management, Inc. 13.407 -1,39 2.820 1,84
2026-01-07 13F Harbour Capital Advisors, LLC 29.362 -0,17 6.231 3,57
2026-02-09 13F Bleakley Financial Group, LLC 82.572 4,75 17.368 8,23
2026-02-13 13F Wilkerson Advisory Group LLC 98 21
2026-02-12 13F Ironsides Asset Advisors, LLC 14.365 -0,48 3.022 2,83
2026-02-03 13F Maple Capital Management, Inc. 1.018 214
2026-04-22 13F Clear Creek Financial Management, LLC 2.012 -9,12 430 -7,74
2026-02-13 13F SRS Capital Advisors, Inc. 103.478 21.766
2026-04-17 13F Buffalo Business & Estate Services Ltd 21.784 -12,70 4.655 -11,32
2025-11-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-02-02 13F Millstone Evans Group, LLC 1.039 20,81 219 24,57
2026-04-02 13F Horizons Wealth Management 25 0,00 5 0,00
2026-01-29 13F Quadcap Wealth Management, LLC 15.178 -2,74 3.193 0,47
2026-04-20 13F Skyline Advisors, Inc. 3.106 0,39 664 2,00
2026-02-12 13F/A Pinebridge Investments Llc 17.794 3.743
2026-04-07 13F Central Pacific Bank - Trust Division 2.370 -3,97 506 -2,50
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 6.666 -8,51 1.402 -5,46
2026-04-20 13F Auour Investments LLC 31.722 1,22 6.778 2,82
2026-02-13 13F STAR Financial Bank 13.465 -1,38 2.832 1,91
2026-02-04 13F Austin Asset Management Co Inc 2.401 0,00 505 3,48
2026-02-13 13F Integrated Wealth Concepts LLC 45.222 -27,55 9.512 -25,14
2026-01-27 13F Northern Financial Advisors Inc 1.134 0,00 239 3,48
2026-02-17 13F Aqr Capital Management Llc 154.838 9,23 32.569 12,85
2026-02-17 13F Elliott Investment Management L.P. Put 2.800.000 -44,00 588.952 -42,14
2026-02-13 13F Citigroup Inc 1.250.236 -3,57 262.975 -0,37
2026-04-20 13F Joel Adams & Associates, Inc. 3.293 0,40 704 2,03
2026-02-05 13F Granite Bay Wealth Management, LLC 1.364 -0,37 287 2,88
2026-01-28 13F EPG Wealth Management LLC 14.412 0,13 3.031 3,45
2026-04-08 13F Archer Investment Management, LLC 943 201
2026-04-27 13F PFG Investments, LLC 5.244 -5,31 1.121 -3,78
2026-02-17 13F LaSalle St. Investment Advisors, LLC 0 -100,00 0
2026-04-23 13F Glass Jacobson Investment Advisors llc 9.741 -0,24 2.081 1,36
2026-02-17 13F NorthRock Partners, LLC 45.783 22,89 9.630 26,98
2026-01-15 13F Allspring Global Investments Holdings, LLC 41.178 -0,94 8.738 3,10
2026-04-10 13F Financial Advisory Corp 0 -100,00 0
2026-02-12 13F BlackRock, Inc. 369.437 -21,97 77.707 -19,38
2026-04-03 13F First County Bank /CT/ 3.606 -4,53 770 -3,02
2026-02-02 13F Fifth Third Bancorp 280.879 -3,55 59.080 -0,35
2026-01-21 13F Paladin Advisory Group, LLC 24.995 -0,25 5.257 3,06
2026-01-29 13F Almanack Investment Partners, LLC. 6.918 0,00 1.455 3,34
2026-03-04 13F SHP Wealth Management 587 124
2026-04-09 13F Beech Hill Advisors, Inc. 1.549 0,00 331 1,54
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-02-10 13F Sentinus, LLC 1.871 -2,25 393 1,03
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 1.327 -20,11 284 -18,91
2026-04-23 13F Forum Financial Management, LP 11.118 -1,60 2.375 -0,04
2026-02-11 13F GFS Advisors, LLC 12.792 2.691
2026-04-17 13F Gibson Capital, LLC 2.146 0,00 459 1,55
2026-02-17 13F Susquehanna International Group, Llp 22.028 -9,49 4.633 -6,48
2026-02-17 13F Susquehanna International Group, Llp Put 44.600 -35,73 9.381 -33,60
2026-02-17 13F Parallax Volatility Advisers, L.P. Call 0 -100,00 0
2026-04-08 13F Stephens Group Asset Management, Llc 431.178 0,10 92.130 1,68
2026-04-16 13F Warren Street Wealth Advisors, LLC 2.088 -3,96 446 -2,41
2026-02-11 13F Monetary Management Group Inc 22.482 -5,14 4.729 -1,99
2026-02-05 13F Wilson & Boucher Capital Management, LLC 985 0,00 207 3,50
2026-02-09 13F Kingsview Wealth Management, LLC 36.056 94,93 7.584 101,43
2026-04-13 13F/A Sunburst Financial Group, LLC 38.698 0,64 8.269 2,24
2026-04-08 13F Emergent Wealth Advisors, LLC 1.712 0,41 366 1,96
2026-01-29 13F Beirne Wealth Consulting Services, LLC 87.471 -14,73 18.404 -11,91
2025-11-06 13F Abich Financial Wealth Management LLC 1.995 3.339,66 406 3.590,91
2026-02-09 13F St. Louis Trust Co 18.368 0,00 3.864 3,32
2026-01-14 13F Clarius Group, LLC 24.276 6,59 5.106 10,14
2026-02-11 13F Townsquare Capital Llc 21.059 4.430
2026-02-12 13F Callan Family Office, LLC 227.323 203,67 47.815 213,75
2026-02-12 13F IFC Advisors LLC 11.581 28,61 2.436 32,84
2026-04-22 13F Spire Wealth Management 22.120 -2,46 4.726 -0,90
2026-02-17 13F Susquehanna International Group, Llp Call 119.700 69,31 25.178 74,93
2026-02-17 13F Quantinno Capital Management LP 95.585 23,85 20.105 27,96
2026-01-26 13F Sonata Capital Group Inc 66.314 -0,96 13.949 107.192,31
2026-02-06 13F GLOBALT Investments LLC / GA 1.686.679 -0,98 354.776 2,31
2026-01-21 13F Walkner Condon Financial Advisors LLC 4.769 4,72 1.003 8,20
2026-02-17 13F Alliancebernstein L.p. 415.954 7,26 87.492 10,82
2026-02-02 13F Kornitzer Capital Management Inc /ks 5.140 -27,40 1.081 -24,98
2026-02-17 13F Sig Brokerage, Lp 13.889 0,00 2.921 3,33
2026-04-14 13F Arvest Investments, Inc. 1.889 -86,61 404 -86,41
2026-04-15 13F Meridian Financial Partners LLC 1.311 30,84 284 29,68
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 6.030 -5,49 1.288 -3,95
2026-02-02 13F Manhattan West Asset Management, LLC 3.455 0,00 727 3,27
2026-01-27 13F Legacy Advisors, LLC 7.257 -8,88 1.526 -5,86
2026-02-17 13F Comprehensive Financial Management LLC 210.233 0,00 44.220 3,32
2026-01-29 13F Rockwood Wealth Management, LLC 2.181 -8,78 459 -5,76
2026-04-03 13F Coastline Trust Co 4.455 -26,23 952 -25,12
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-02-11 13F Jpmorgan Chase & Co 9.251.710 3,80 1.946.005 7,24
2026-02-13 13F Umb Bank N A/mo 23.186 1,87 4.877 5,24
2026-02-13 13F Mml Investors Services, Llc 455.284 11,51 95.765 15,21
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 5.269 12,92 1.126 14,68
2026-04-21 13F One Wealth Advisors, LLC 1.364 -86,97 291 -86,78
2026-02-09 13F Coordinated Financial Services, Inc. 1.933 21,88 407 26,09
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 779 -28,14 164 -25,91
2026-04-08 13F Beacon Financial Strategies CORP 2.405 -2,08 514 -0,58
2026-04-16 13F Balboa Wealth Partners 3.734 -6,95 798 -5,57
2026-02-10 13F Easterly Investment Partners Llc 1.484 0,00 312 3,31
2026-02-10 13F Private Wealth Asset Management, LLC 135 0,00 28 3,70
2026-01-26 13F Whittier Trust Co Of Nevada Inc 27.823 -1,14 6.026 4,46
2026-02-12 13F Steward Partners Investment Advisory, Llc 309.939 0,88 65.193 4,23
2026-01-20 13F Raab & Moskowitz Asset Management LLC 1.279 0,00 269 3,46
2026-02-11 13F SlateStone Wealth, LLC 89.893 6,11 19 5,88
2026-01-27 13F Waterfront Wealth Inc. 3.510 -0,43 769 6,95
2026-02-03 13F Ballentine Partners, LLC 28.746 -1,35 6.046 1,92
2026-02-04 13F Cascade Wealth Advisors, Inc 6.117 0,00 1.342 6,51
2026-04-15 13F Curran Financial Partners, LLC 3.930 0,05 840 1,57
2026-04-13 13F Market Street Wealth Management Advisors Llc 6.680 -2,11 1.427 -0,56
2026-04-23 13F Spinnaker Trust 2.879 0,00 615 1,65
2026-04-24 13F Vision Capital Management, Inc. 958 0,00 205 1,49
2026-04-15 13F Trust Point Inc. 9.750 154,24 2.083 158,44
2026-02-13 13F Horizon Investment Services, LLC 1.902 0,00 400 3,36
2026-02-11 13F Symphony Financial, Ltd. Co. 1.298 -43,07 275 -37,92
2026-02-04 13F Heritage Wealth Management, Inc. /CA/ 1.207 -0,17 254 2,85
2026-04-21 13F Creative Capital Management Investments LLC 794 297,00 170 302,38
2026-02-12 13F Hrt Financial Lp 4.462 -84,13 1 -100,00
2026-02-17 13F Blair William & Co/il 248.735 4,64 52.319 8,10
2026-04-08 13F Mirador Capital Partners LP 2.820 0,36 603 2,03
2026-02-17 13F First Manhattan Co 0 -100,00 0
2026-04-13 13F Ullmann Financial Group, Inc. 27.859 -2,50 5.953 1,83
2026-01-22 13F True North Advisors, LLC 9.192 3,53 1.933 6,97
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 2.195 3,68 462 6,96
2026-04-16 13F Diversified Trust Co 48.374 0,03 10.336 1,61
2026-04-21 13F Wise Wealth Partners 4.839 0,42 1.034 2,07
2026-02-13 13F MorganRosel Wealth Management, LLC 1.307 0,00 275 3,01
2026-02-06 13F Copia Wealth Management 909 0,00 191 3,24
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 2.327 -7,55 497 -6,05
2026-02-13 13F Pathstone Holdings, LLC 488.638 -10,89 102.780 -7,93
2025-11-06 13F Liberty Square Wealth Partners Llc 0 -100,00 0 -100,00
2026-02-13 13F Visionary Wealth Advisors 46.281 -3,83 9.735 -0,64
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 2.060 0,00 0
2026-04-22 13F Pinnacle Bancorp, Inc. 1.950 11,88 417 13,66
2026-02-04 13F Biltmore Family Office, LLC 2.711 5,36 570 8,99
2026-02-13 13F Flow Traders U.s. Llc 13.471 3
2026-02-10 13F Natixis Advisors, L.p. 608.771 11,21 128 15,32
2026-04-13 13F Colorado Capital Management, Inc. 15.239 -0,76 3 0,00
2026-02-09 13F New Age Alpha Advisors, LLC 15.178 50,37 3.193 55,33
2026-02-12 13F Tandemgrowth Financial Advisors Llc 1.123 236
2026-04-09 13F McNamara Financial Services, Inc. 2.246 -4,87 480 -3,43
2026-01-30 13F BancorpSouth Bank 3.848 -11,97 809 -9,00
2026-02-12 13F Castleark Management Llc 24.040 5.057
2026-04-09 13F Everhart Financial Group, Inc. 16.628 3.553
2026-01-08 13F Sentinel Wealth Management, Inc. 2.137 0,00 449 3,22
2026-01-26 13F Valmark Advisers, Inc. 26.099 3,08 5.490 6,50
2026-04-27 13F Osborne Partners Capital Management, Llc 12.580 -0,22 2.688 1,36
2026-01-20 13F Aspiriant, Llc 36.641 -0,73 7.707 2,57
2026-01-26 13F Reyes Financial Architecture, Inc. 121 25
2026-04-06 13F GAMMA Investing LLC 17.473 5,56 3.733 7,24
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 9.885 2.112
2026-02-17 13F Eagle Capital Management Llc 419.660 953,44 88.271 988,42
2025-11-12 13F Willow Creek Wealth Management Inc. 4.635 0,00 944 4,78
2026-04-09 13F DHJJ Financial Advisors, Ltd. 20 0,00 4 0,00
2026-02-05 13F High Note Wealth, LLC 47 0,00 10 0,00
2026-04-22 13F Foundation Wealth Management, LLC\PA 18.591 -0,50 3.972 1,07
2026-04-08 13F Sax Wealth Advisors, Llc 9.571 0,00 2.013 0,00
2026-01-29 13F Klingman & Associates, LLC 2.633 0,00 554 3,17
2026-02-17 13F Hilltop Holdings Inc. 36.660 696,09 7.711 722,95
2026-04-07 13F Eastern Bank 32.250 -3,77 6.891 -2,24
2026-02-04 13F BEAM Asset Management, LLC 18.258 2,27 3.840 5,67
2025-11-07 13F Financial Advisors, LLC 6.537 0,00 1.331 4,81
2025-11-14 13F Brass Tax Wealth Management, Inc 3.700 753
2026-02-13 13F Beacon Capital Management, LLC 2.061 7,51 434 11,03
2026-02-13 13F Wealth Alliance 6.542 -10,01 1.376 -7,03
2026-02-10 13F Alpha Financial Partners, LLC 1.181 0,51 248 3,77
2026-02-06 13F Flaharty Asset Management, LLC 128.182 -42,23 26.962 -40,32
2026-04-01 13F Beacon Financial Group 7.798 0,00 1.640 3,34
2026-04-27 13F Td Private Client Wealth Llc 90.809 -41,74 19.403 -40,82
2026-02-02 13F Golden Road Advisors Llc 4.397 5,49 925 8,96
2026-04-06 13F Stableford Capital Ii Llc 8.397 -8,59 1.794 -7,14
2026-04-16 13F Smith, Salley & Associates 1.539 0,92 329 2,50
2026-02-05 13F Bessemer Group Inc 51.119 0,04 11 0,00
2026-02-03 13F Alpha Cubed Investments, LLC 1.241 -0,48 261 3,16
2026-04-09 13F Central Valley Advisors, Llc 13.325 4,01 2.847 5,68
2026-04-10 13F RTD Financial Advisors, Inc. 80.501 -1,75 17.201 -0,20
2026-04-16 13F Flywheel Private Wealth LLC 13.313 -0,46 2.845 1,10
2026-01-29 13F RMG Wealth Management LLC 0 -100,00 0
2026-01-16 13F Trust Co Of Vermont 2.876 -3,16 605 0,00
2026-01-21 13F Landaas & Co /wi /adv 365.197 1,13 76.816 4,48
2026-01-29 13F Lee Danner & Bass Inc 9.799 -2,00 2.061 1,28
2026-02-09 13F Legal & General Group Plc 20.121 -22,06 4.254 -18,94
2026-01-12 13F Hillcrest Wealth Advisors - NY, LLC 24.238 -4,27 5.098 -1,09
2026-04-08 13F Warner Financial, Inc 3.617 0,31 773
2026-01-15 13F Bernard Wealth Management Corp. 467 0,00 98 3,16
2026-02-12 13F Rossby Financial, LCC 232 49
2026-01-27 13F Fortis Capital Advisors, LLC 3.198 45,43 673 50,34
2026-02-09 13F Cary Street Partners Financial Llc 16.271 2,04 3.422 5,42
2026-04-27 13F Sharp Financial Services, LLC 1.681 1,39 359 3,16
2026-02-25 13F Tempo Wealth, LLC 1.110 233
2026-04-22 13F Investment Advisory Group, LLC 5.572 -7,89 1.191 -6,45
2026-01-28 13F Bedel Financial Consulting, Inc. 5.196 9,41 1.093 13,04
2026-02-03 13F Gallacher Capital Management LLC 2.427 0,00 510 3,24
2026-02-17 13F Coastal Bridge Advisors, LLC 3.606 29,76 758 34,16
2025-11-12 13F Accredited Wealth Management, LLC 30 -57,14 14 7,69
2026-01-20 13F Sovran Advisors, LLC 4.033 0,00 884 7,67
2026-02-12 13F Tocqueville Asset Management L.p. 18.701 387,64 3.934 404,23
2026-04-13 13F Chesley Taft & Associates LLC 5.316 0,00 1.136 1,52
2026-04-20 13F First Bancorp, Inc /ME/ 0 -100,00 0
2026-04-17 13F Summit Wealth Partners, LLC 2.479 530
2026-01-27 13F Institute for Wealth Management, LLC. 1.930 -37,68 406 -35,71
2026-02-23 13F Drake & Associates, LLC 965 203
2026-02-11 13F Modus Advisors, LLC 30 6
2026-03-06 13F Hsbc Holdings Plc 141.873 4,83 29.841 8,30
2026-04-20 13F Values Added Financial LLC 1.083 0,00 231 1,76
2026-01-28 13F Hoey Investments, Inc 32 0,00 7 0,00
2026-04-15 13F Wealthcare Capital Partners, LLC 2.506 0,04 536 1,71
2026-02-04 13F Strategic Family Wealth Counselors, L.L.C. 2.743 7,57 592 14,07
2026-02-05 13F Maxele Advisors, LLC 7.429 -0,67 1.563 2,63
2026-02-13 13F Security National Bank Of So Dak 1.214 255
2026-02-13 13F Fiduciary Trust Co 8.052 -1,76 1.694 1,50
2026-02-12 13F Burke & Herbert Bank & Trust Co 4.727 -54,84 994 -53,33
2026-02-17 13F Advisor Group Holdings, Inc. 611.239 -0,15 128.532 3,57
2026-04-20 13F BTC Capital Management, Inc. 98.528 -13,53 21.052 -12,17
2026-04-20 13F Apella Capital, LLC 72.397 0,75 16.445 8,80
2026-01-15 13F Jaffetilchin Investment Partners, LLC 3.409 -0,84 717 2,43
2026-02-10 13F Md Sass Investors Services Inc 22.751 4.785
2026-04-10 13F Waldron Private Wealth LLC 869.615 -1,29 185.810 0,28
2026-02-12 13F Eight 31 Financial Llc 4.077 0,32 858 3,63
2026-02-18 13F GWM Advisors LLC 126.357 13,37 26.578 17,13
2026-04-23 13F Equita Financial Network, Inc. 0 -100,00 0
2026-02-12 13F Colonial Trust Advisors 99 0,00 21 0,00
2026-04-07 13F Anderson Hoagland & Co 5.183 0,00 1.107 1,56
2026-04-24 13F National Asset Management, Inc. 3.306 -52,66 692 -52,86
2026-02-17 13F Redwood Investment Management, Llc 0 -100,00 0
2026-04-22 13F Sendero Wealth Management, LLC 5.693 0,00 1.216 1,59
2026-02-09 13F Hantz Financial Services, Inc. 1.251 354,91 0
2026-01-07 13F BCGM Wealth Management, LLC 1.629 0,06 343 3,32
2026-01-16 13F Oldfather Financial Services, LLC 43.987 -0,59 9.252 2,71
2026-01-21 13F Prime Capital Investment Advisors, LLC 26.694 0,99 5.615 4,33
2026-01-29 13F Ashton Thomas Private Wealth, LLC 91.678 3,69 19.284 7,13
2026-04-23 13F North Star Investment Management Corp. 269 0,00 57 1,79
2026-04-20 13F Fiduciary Alliance LLC 2.506 19,85 561 27,79
2026-04-23 13F Embree Financial Group 4.264 -1,55 911 0,11
2026-02-09 13F Hartland & Co., LLC 148.630 2,09 31.263 5,48
2026-02-10 13F Hazlett, Burt & Watson, Inc. 4.684 91,26 1
2026-02-12 13F Schoolcraft Capital LLC 1.745 0,00 367 3,38
2026-02-06 13F Auxano Advisors, LLC 3.442 0,00 724 3,29
2026-04-24 13F Berkeley, Inc 1.636 0,00 350 1,45
2026-02-11 13F United Financial Planning Group LLC 1.757 370
2026-04-20 13F Morton Brown Family Wealth, LLC 127 0,00 27 3,85
2026-04-17 13F RFG Advisory, LLC 14.206 -0,82 3.035 0,76
2026-01-26 13F Private Trust Co Na 11.735 -1,07 2.468 2,24
2026-02-04 13F Bailard, Inc. 6.468 0,00 1.360 3,34
2026-04-07 13F Cooper Financial Group 11.460 48,79 2.449 51,11
2026-02-06 13F HighTower Advisors, LLC 1.099.616 3,88 231.293 7,33
2025-11-14 13F MFA Wealth Services 0 -100,00 0 -100,00
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-04-08 13F Parisi Gray Wealth Management 5.438 -1,24 1.162 0,26
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 106 0,00 23 0,00
2026-02-10 13F Bridges Investment Management Inc 267.626 -2,00 56.292 1,25
2026-02-04 13F Hallmark Capital Management Inc 1.511 318
2026-04-27 13F River's Edge Wealth Management, Llc 1.930 -3,93 439 -2,23
2026-02-13 13F Nicolet Advisory Services, Llc 5.961 -16,94 1.298 -11,59
2026-04-15 13F Third View Private Wealth, LLC 1.521 325
2026-04-09 13F Wedmont Private Capital 4.126 0,05 916 3,51
2026-02-03 13F Manning & Napier Advisors Llc 1.117 121,19 237 131,37
2026-02-09 13F Diversified Portfolios, Inc. 24.583 -0,50 5.171 2,80
2026-04-24 13F Gilliland Jeter Wealth Management LLC 14.450 3,35 3.087 4,96
2026-03-03 13F NWF Advisory Services Inc. 2.109 -2,23 443 1,14
2026-04-23 13F Cornerstone Wealth Management, LLC 5.313 -3,15 1.135 -1,56
2026-02-17 13F Cetera Investment Advisers 1.295.575 -1,25 272.511 2,03
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2026-02-13 13F City Of London Investment Management Co Ltd 0 -100,00 0
2026-02-19 13F/A Axxcess Wealth Management, Llc 15.651 18,67 3.292 22,61
2026-04-15 13F City Holding Co 5.106 -1,71 1.091 -0,18
2026-02-17 13F Pinnacle Financial Partners, Inc. 3.094.752 650.961
2026-02-17 13F Qube Research & Technologies Ltd 21.616 1.003,42 4.547 1.042,21
2026-04-14 13F BSW Wealth Partners 5.148 0,00 1.100 1,57
2026-04-09 13F Curated Wealth Partners LLC 1.150 246
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-02-06 13F VSM Wealth Advisory, LLC 185 0,00 39 2,70
2026-02-13 13F Saxon Interests, Inc. 14.308 24,10 3.010 29,48
2026-02-02 13F Nicholas Hoffman & Company, LLC. 1.574 -1,62 331 1,85
2026-04-16 13F Tandem Capital Management Corp /adv 1.055 0,00 225 1,81
2026-02-17 13F Ancora Advisors, LLC 15.872 1,22 3.339 4,57
2026-02-03 13F Garner Asset Management Corp 8 2
2026-01-29 13F Verdence Capital Advisors LLC 15.856 11,87 3.335 13,44
2026-02-09 13F Annis Gardner Whiting Capital Advisors, LLC 1.821 39,43 383 44,53
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-04-17 13F Stonehearth Capital Management, LLC 1.553 0,00 332 1,53
2026-02-12 13F Moneta Group Investment Advisors Llc 329.410 -0,25 69.288 3,06
2026-02-02 13F Principal Financial Group Inc 32.114 9,43 6.755 13,06
2026-04-24 13F Charter Oak Capital Management, LLC 4.552 19,54 973 21,50
2026-04-27 13F Tanglewood Legacy Advisors, LLC 22.683 -2,73 4.847 -1,20
2026-02-20 13F SB Capital Management Inc 12.764 2.685
2026-04-08 13F Sharkey, Howes & Javer 5.190 0,14 1.109 1,65
2026-02-17 13F Regal Investment Advisors LLC 10.162 47,55 2.137 52,43
2026-02-13 13F SJA Financial Advisory, LLC 23.500 -0,44 4.943 2,87
2026-04-22 13F Princeton Global Asset Management LLC 970 1,57 207 3,50
2026-02-11 13F Lowe Brockenbrough & Co Inc 864 -76,92 182 -76,25
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 9.304 -4,48 1.988 -2,98
2026-04-10 13F Novem Group 1.160 0,35 248 1,65
2026-01-27 13F Evergreen Capital Management Llc 6.005 18,09 1.263 22,03
2026-04-20 13F Tranquility Partners, LLC 6.458 7,38 1.380 9,01
2026-02-17 13F Ameriprise Financial Inc 1.397.904 17,95 294.079 21,93
2026-01-26 13F Luts & Greenleigh Group, Inc 8.422 0,38 1.772 3,69
2026-02-02 13F Mutual Advisors, LLC 22.125 0,10 4.654 2,65
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-02-10 13F CIBC World Markets Inc. 1.646 3,07 346 6,46
2026-02-05 13F Stonebridge Financial Planning Group, LLC 5.321 0,08 1.119 3,42
2026-02-06 13F Intrust Bank Na 8.399 0,00 1.767 3,34
2026-04-15 13F Monument Capital Management 981 0,00 210 1,46
2026-04-22 13F Rainey & Randall Investment Management Inc. 1.722 0,00 368 1,66
2026-01-23 13F Natural Investments, Llc 3.507 1
2026-04-22 13F Coastal Investment Advisors, Inc. 55 1.733,33 12
2026-01-30 13F/A M&t Bank Corp 3.785.045 0,87 796.147 4,22
2026-04-21 13F Tritonpoint Wealth, Llc 2.176 62,39 465 65,12
2026-04-20 13F Live Oak Private Wealth LLC 5.627 -0,07 1.202 1,52
2026-01-23 13F Nbt Bank N A /ny 1.375 0,00 289 3,58
2026-02-11 13F Donald Smith & Co., Inc. 13.000 -20,25 2.734 -17,60
2026-04-27 13F Forte Asset Management Llc 27.466 -1,40 5.869 0,15
2026-04-27 13F Mount Yale Investment Advisors, LLC 29.984 371,08 6.407 378,77
2026-02-12 13F Mark Sheptoff Financial Planning, Llc 126 0,00 27 4,00
2026-01-30 13F Catalytic Wealth RIA, LLC 4.036 -2,42 849 0,71
2026-02-02 13F McCarthy Grittinger Financial Group, LLC 618 0,00 130 4,00
2025-11-14 13F Strategic Wealth Partners, Ltd. 816 -21,99 166 -18,23
2026-02-13 13F Becker Capital Management Inc 13.954 -7,36 2.935 -4,27
2026-02-12 13F Providence Capital Advisors, LLC 2.029 -21,02 427 -18,55
2026-01-13 13F Ferguson Wellman Capital Management, Inc 26.389 20,63 5.551 24,64
2026-02-12 13F Barnett & Company, Inc. 4.236 -0,12 891 3,24
2026-02-11 13F Winnow Wealth Llc 0 -100,00 0
2026-04-23 13F Fairway Wealth LLC 1.745 0,00 373 1,36
2026-04-20 13F Segment Wealth Management, LLC 38.524 -0,57 8.231 1,01
2026-02-11 13F Atlantic Private Wealth, LLC 364 0,00 77 2,70
2026-02-17 13F Summit Trail Advisors, Llc 14.034 -5,18 2.952 -2,06
2026-02-05 13F Tilson Financial Group, Inc. 1.017 0,10 214 3,40
2026-02-13 13F Fort Point Capital Partners LLC 5.547 -5,23 1.216 2,10
2026-02-17 13F United Capital Financial Advisers, Llc 99.197 6,97 20.865 10,52
2026-02-17 13F Argyle Capital Partners, LLC 18.555 -3,91 3.903 -0,74
2026-04-06 13F Versant Capital Management, Inc 2.071 1.400,72 443 1.424,14
2026-04-14 13F Focus Financial Network, Inc. 13.235 -3,05 2.828 -1,53
2026-04-14 13F Regent Peak Wealth Advisors LLC 4.421 0,00 945 1,61
2026-02-11 13F Greykasell Wealth Strategies, Inc. 757 0,53 159 3,92
2026-02-13 13F WealthTrust Axiom LLC 1.414 0,00 297 3,48
2026-04-08 13F Grove Bank & Trust 15.968 -2,76 3.412 -1,22
2026-04-10 13F Charles Schwab Trust Co 999 -50,93 213 -50,23
2026-02-13 13F Evelyn Partners Asset Management Ltd 747 0,00 157 3,29
2026-02-10 13F Bbr Partners, Llc 10.159 0,00 2.137 3,29
2026-02-13 13F Aptus Capital Advisors, LLC 58.462 -1,69 12.297 1,57
2026-01-29 13F Global Strategic Investment Solutions, LLC 6.795 0,09 1.429 3,40
2026-04-23 13F Summit Wealth Group Llc / Co 76.589 292,08 16.365 298,34
2025-11-04 13F Forthright Family Wealth Advisory LLC 0 -100,00 0
2026-04-22 13F Bay Capital Advisors, LLC 1.832 -2,24 391 -0,76
2026-04-09 13F CRA Financial Services, LLC 5.464 3,09 1.167 4,76
2026-02-12 13F Empower Advisory Group, LLC 3.257 23,56 685 27,80
2026-02-03 13F LJI Wealth Management, LLC 1.962 413
2026-02-04 13F Atlantic Union Bankshares Corp 22.743 -9,22 4.784 -6,22
2026-02-13 13F Heritage Wealth Advisors 146 31
2026-04-15 13F Stanich Group LLC 3.548 0,17 758 1,88
2026-02-03 13F Diversify Wealth Management, Llc 7.455 11,75 1.621 19,10
2026-02-09 13F Fidelity D & D Bancorp Inc 3.113 0,00 655 3,32
2026-04-17 13F Roxbury Financial LLC 3.774 -0,79 806 0,75
2026-04-27 13F Tsfg, Llc 4.831 0,67 1 0,00
2026-04-17 13F Bell Investment Advisors, Inc 129 0,00 28 0,00
2026-01-20 13F Relyea Zuckerberg Hanson LLC 207.859 -0,04 43.721 3,28
2026-02-06 13F Lutz Financial Services LLC 4.171 -0,69 877 2,57
2026-02-13 13F Commerce Bank 725.356 1,15 152.571 4,50
2026-01-26 13F Cwm, Llc 113.083 64,95 24 76,92
2026-04-22 13F Apollon Wealth Management, LLC 15.564 -6,49 3.326 -5,03
2026-04-15 13F Snider Financial Group 2.936 -29,61 627 -28,51
2026-02-12 13F Betterment LLC 3.044 -33,77 1
2026-04-15 13F DAVENPORT & Co LLC 9.069 28,17 1.938 30,17
2026-02-10 13F Belvedere Trading LLC 1.652 347
2026-04-10 13F Abound Wealth Management 439 1,62 94 3,33
2026-02-13 13F Evernest Financial Advisors, LLC 1.480 332
2026-04-08 13F Holos Integrated Wealth LLC 278 89,12 60 93,55
2026-04-20 13F Longview Financial Advisors LLC 286 0,00 61 1,67
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-01-21 13F Indiana Trust & Investment Management CO 8.559 -0,16 1.800 3,15
2026-01-27 13F Elevated Capital Advisors, LLC 33 7
2026-04-15 13F Seacrest Wealth Management, Llc 3.013 -20,10 644 -20,42
2026-02-17 13F Parvin Asset Management, LLC 34 7
2026-04-27 13F Jamison Private Wealth Management, Inc. 1.832 0,22 391 1,82
2026-01-14 13F Net Worth Advisory Group 1.402 295
2026-02-13 13F Haverford Trust Co 59.152 -5,29 12.442 -2,15
2026-02-11 13F CoreFirst Bank & Trust 854 5,17 180 8,48
2026-02-14 13F Berkshire Asset Management Llc/pa 26.447 58,66 5.563 63,93
2026-02-13 13F S&t Bank/pa 550 0,00 116 3,60
2026-04-14 13F R.H. Investment Group, LLC 5.162 1.146
2026-04-20 13F Corundum Group, Inc. 165.730 1,64 35.412 3,25
2026-04-03 13F Hickory Point Bank & Trust 300 64
2026-04-23 13F Lakewood Asset Management LLC 4.121 -6,51 880 -5,07
2026-01-28 13F N.E.W. Advisory Services LLC 112 1.300,00 24 2.200,00
2026-02-17 13F Chilton Investment Co Llc 1.413 297
2026-04-14 13F Plancorp, LLC 1.632 0,00 362 5,54
2026-02-17 13F Green Harvest Asset Management LLC 1.880 7,55 395 11,27
2026-02-13 13F Edgestream Partners, L.P. 7.498 1.577
2026-02-17 13F Cdkv Holdings Llc 1.111 234
2026-02-11 13F Janney Capital Management LLC 13.609 161,71 3 100,00
2026-02-13 13F Oxford Financial Group Ltd 42.167 -2,97 8.869 0,25
2026-04-10 13F Perigon Wealth Management, LLC 20.939 3,68 4.474 5,34
2026-02-17 13F Zacks Investment Management 304.086 328,43 63.962 342,64
2026-02-12 13F Bradley Foster & Sargent Inc/ct 6.627 -7,53 1.394 -4,52
2026-02-05 13F Disciplined Investments, LLC 29.628 0,29 6.232 3,61
2026-02-10 13F Elm Partners Management LLC 1.782 0,17 375 3,59
2026-01-30 13F Jackson Hole Capital Partners, LLC 497 0,00 105 2,97
2026-02-03 13F Connable Office Inc 975 205
2026-01-08 13F Gryphon Financial Partners LLC 8.466 0,99 1.781 4,34
2026-04-23 13F TFC Financial Management 1.376 34,77 294 37,38
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 1.179 0
2026-01-27 13F Busey Wealth Management 18.213 -0,50 3.831 2,79
2026-01-26 13F Cm Wealth Advisors Llc 91.621 -0,08 19.272 3,23
2026-02-09 13F Jefferies Financial Group Inc. 54.137 3,49 11.387 6,92
2026-04-22 13F Harbor Asset Planning, Inc. 3.827 1,54 818 3,16
2026-01-23 13F Ogorek Anthony Joseph /ny/ /adv 60 0,00 0
2026-02-11 13F Insight Advisors, LLC/ PA 2.499 0,36 526 3,55
2026-02-10 13F Waterloo Capital, L.P. 151.923 0,05 31.956 3,36
2026-02-10 13F Allen Investment Management LLC 15.188 0,00 3.195 3,30
2026-02-12 13F Brinker Capital Investments, LLC 97.303 33,94 20.467 38,38
2025-11-18 13F Apexium Financial, Lp 5.853 -0,90 1.192 3,84
2026-02-12 13F RMR Capital Management, LLC 1.273 0,00 268 3,09
2026-02-04 13F Jacksonville Wealth Management, LLC 3.142 661
2026-02-12 13F Azimuth Capital Investment Management LLC 15.913 -3,05 3.347 0,18
2026-02-17 13F Matrix Private Capital Group Llc 1.588 0,19 334 3,73
2026-02-17 13F SageView Advisory Group, LLC 1.576 -0,06 331 3,12
2026-02-17 13F PACK Private Wealth, LLC 1.842 0,00 387 3,20
2026-02-06 13F Cypress Capital, LLC 2.520 0,00 530 3,31
2026-04-16 13F Park National Corp /oh/ 385 82
2026-04-21 13F Wedbush Securities Inc 10.988 -0,40 2 0,00
2026-02-10 13F Johnson Financial Group, LLC 12.276 2.582
2026-04-21 13F Claro Advisors LLC 127.488 -1,93 27.240 -0,38
2026-04-02 13F Noble Wealth Management PBC 380 -5,00 81 -3,57
2026-02-05 13F Allworth Financial LP 320.484 604,95 67.411 628,36
2026-04-15 13F Register Financial Advisors LLC 526 43,32 112 45,45
2026-02-17 13F Wealth Architects, LLC 1.497 0,00 315 3,29
2026-04-23 13F Mayflower Financial Advisors, LLC 3.760 0,00 803 1,65
2026-04-08 13F Evanson Asset Management, LLC 13.958 -1,93 2.983 -0,37
2026-02-10 13F Bank of New York Mellon Corp 858.292 20,46 180.533 24,46
2026-04-21 13F Mesirow Financial Investment Management, Inc. 207.297 23,60 44.293 25,57
2026-04-27 13F Prasad Wealth Partners, LLC 943 202
2026-02-11 13F Advocacy Wealth Management Services, LLC 11.180 0,00 2.352 3,30
2026-04-21 13F Nemes Rush Group LLC 51 0,00 11 0,00
2026-01-13 13F Dakota Wealth Management 6.511 35,45 1.369 39,98
2026-02-03 13F Alta Wealth Advisors LLC 24.664 -2,37 5.188 0,86
2026-02-11 13F Franklin Resources Inc 410.411 -27,60 86.326 -25,20
2026-02-17 13F Tower Research Capital LLC (TRC) 231 -99,15 49 -99,13
2026-01-12 13F GenWealth Group, Inc. 8.168 -2,73 1.769 3,45
2026-04-21 13F Old Second National Bank Of Aurora 100 0,00 21 0,00
2026-01-21 13F Capital Investment Advisory Services, LLC 3.230 3,53 679 6,93
2026-04-14 13F Builder Investment Group Inc /adv 1.055 0,00 225 1,81
2026-02-17 13F Wellington Management Group Llp 19.268 4.053
2026-04-24 13F Tcfg Wealth Management, Llc 2.688 11,63 577 11,39
2026-02-10 13F Zhang Financial LLC 4.243 4,02 892 7,47
2026-02-05 13F Gamco Investors, Inc. Et Al 11.000 0,00 2.314 3,31
2026-02-13 13F Mill Creek Capital Advisors, LLC 23.465 -16,30 4.936 -13,53
2026-02-03 13F Indivisible Partners 9.711 2.041
2026-04-08 13F Pines Wealth Management, LLC 1.094 -9,21 234 -7,91
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0
2026-02-13 13F Kirtland Hills Capital Management, Llc 3.043 0,00 640 3,39
2026-02-10 13F BKD Wealth Advisors, LLC 6.603 5,90 1.389 9,38
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-02-12 13F Aberdeen Wealth Management LLC 200 0,00 42 5,00
2026-04-16 13F XML Financial, LLC 49.297 -25,76 10.533 -24,58
2026-04-27 13F S.A. Mason LLC 1.277 0,00 273 1,49
2026-01-21 13F Leo Wealth, LLC 3.474 25,51 731 29,66
2026-02-02 13F Montag A & Associates Inc 76.844 -3,71 16.163 -0,51
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1.522 0,00 325 1,56
2026-01-29 13F Aprio Wealth Management, LLC 26.016 53,65 5.478 58,89
2026-04-24 13F Bellevue Asset Management, Llc 175 0,00 37 2,78
2026-04-06 13F IFS Advisors, LLC 383 0,00 82 1,25
2026-02-13 13F Morgan Dempsey Capital Management Llc 588 5,38 124 8,85
2025-11-13 13F Summit X, LLC 0 -100,00 0 -100,00
2026-04-13 13F Breachway Investments LLC 8.476 0,02 1.822 2,19
2026-02-04 13F Cannon Financial Strategists, Inc. 1.015 0,00 214 3,40
2026-02-05 13F Berkeley Capital Partners, LLC 2.906 0,14 611 3,56
2026-04-21 13F BCS Private Wealth Management, Inc. 2.600 11,49 556 13,27
2026-02-17 13F RMB Capital Management, LLC 6.095 50,01 1.282 55,02
2026-02-05 13F ORBA Wealth Advisors, L.L.C. 1.399 294
2026-02-17 13F Carret Asset Management, Llc 18.779 -0,24 3.950 3,05
2026-04-24 13F UMA Financial Services, Inc. 46 0,00 10 0,00
2026-02-13 13F C M Bidwell & Associates Ltd 124 0,00 26 4,00
2026-02-03 13F We Are One Seven, LLC 11.713 -13,45 2.464 -10,60
2026-04-08 13F Eagle Rock Investment Company, Llc 1.514 -7,00 323 -5,56
2026-01-08 13F Goodman Financial Corp 17.805 0,00 3.745 3,34
2026-02-12 13F Saudi Central Bank 0 -100,00 0
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-02-10 13F Measured Wealth Private Client Group, LLC 77 0,00 16 6,67
2026-02-12 13F Sand Hill Global Advisors, LLC 2.522 0,00 530 3,31
2026-01-14 13F Hourglass Capital, Llc 6.339 492,98 1.333 514,29
2026-02-04 13F Fusion Capital, LLC 2.280 0,26 480 3,01
2026-04-16 13F Genesis Private Wealth, Llc 61.579 -7,80 13.158 -6,34
2026-04-22 13F Independence Asset Advisors, LLC 37.250 0,00 7.959 1,58
2026-02-11 13F Montis Financial, LLC 12.515 -7,82 2.632 -4,74
2026-04-17 13F Burns J W & Co Inc/ny 1.000 0,00 214 1,43
2026-02-12 13F Titleist Asset Management, Llc 9.131 96,37 1.921 102,96
2026-04-10 13F Prosperity Planning, Inc. 7.662 -10,88 1.637 -9,46
2026-02-13 13F Aft, Forsyth & Company, Inc. 3.457 -5,31 727 -2,15
2026-04-15 13F LongView Wealth Management 4.025 -1,47 905 1,69
2026-04-22 13F Cornerstone Wealth Group, LLC 2.629 -1,20 594 6,08
2026-02-17 13F Advisory Services Network, LLC 53.907 47,03 11.339 51,90
2026-04-24 13F Fulton Bank, N.a. 109.077 2,39 23.306 4,01
2026-04-21 13F Delap Wealth Advisory, Llc 1.629 0,00 348 1,75
2026-04-24 13F Oakworth Capital, Inc. 862.297 3,26 184.247 4,90
2026-04-08 13F Wealthspan Partners, Llc 18.562 -1,13 3.966 0,43
2026-02-13 13F Natixis 6.973 10,72 1.467 14,35
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100,00 0
2026-02-09 13F Glenview Trust Co 20.967 3,02 4.410 6,44
2026-04-27 13F DSG Capital Advisors, LLC 2.854 0,00 610 -2,56
2026-04-15 13F Signature Estate & Investment Advisors Llc 4.243 32,72 907 34,82
2026-02-04 13F One Day In July LLC 2.359 4,43 496 8,06
2026-02-03 13F Ballast, Inc. 70.978 81,18 14.930 87,20
2026-02-14 13F Pointe Capital Management LLC 30.093 6,89 6.330 10,43
2026-02-13 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-01-27 13F Stephenson & Company, Inc. 1.597 -0,62 336 2,75
2026-01-07 13F Procyon Private Wealth Partners, LLC 19.112 21,64 4.020 25,70
2026-02-05 13F Integrated Investment Consultants, LLC 91.112 -5,99 19.164 2,58
2026-04-17 13F Sovereign Financial Group, Inc. 2.673 1,98 571 3,63
2026-01-21 13F V2 Financial group LLC 1.100 0,00 231 3,59
2026-02-17 13F Tanaka Capital Management Inc 123 0,00 0
2026-04-16 13F Tactive Advisors, LLC 9.993 1,98 2.135 3,59
2026-01-20 13F Alpha Financial Advisors, LLC 4.003 0,00 842 3,31
2026-04-24 13F Franklin, Parlapiano, Turner & Welch, LLC 1.485 0,00 338 3,69
2026-04-17 13F High Net Worth Advisory Group LLC 1.070 0,00 229 1,33
2026-02-17 13F Jones Financial Companies Lllp 1.507.315 1,28 317.049 4,95
2026-02-04 13F Financial Alternatives, Inc 1.436 302
2026-02-17 13F Chicago Wealth Management, Inc. 2.621 0,00 551 3,38
2026-02-13 13F Golden State Wealth Management, LLC 18.688 -13,05 3.931 -10,17
2026-02-06 13F Wrapmanager Inc 2.218 0,00 467 3,33
2026-04-23 13F Macco Financial Group, Inc. 1.850 395
2026-04-24 13F Abacus Wealth Partners, LLC 1.857 0,00 397 1,54
2026-02-12 13F Circle Wealth Management, LLC 672.633 10,70 141.482 14,37
2025-11-12 13F River Road Asset Management, LLC 0 -100,00 0 -100,00
2026-04-09 13F Mechanics Bank Trust Department 1.358 -3,00 290 -1,36
2026-02-11 13F Gateway Wealth Partners, LLC 1.682 354
2026-02-04 13F MONECO Advisors, LLC 5.544 2,59 1.166 6,00
2025-11-04 13F Werba Rubin Papier Wealth Management 0 -100,00 0 -100,00
2026-04-13 13F Affinity Capital Advisors, LLC 16.342 -0,21 3.492 1,36
2026-04-22 13F Aegis Wealth Management LLC 4.699 0,00 1.004 1,52
2026-02-10 13F Investment Partners, Ltd. 56.816 -1,56 11.951 1,71
2026-04-17 13F Richards, Merrill & Peterson, Inc. 135 0,00 29 0,00
2026-04-17 13F Watershed Private Wealth Llc 1.413 -0,63 302 0,67
2026-02-17 13F Awm Capital, Llc 104.889 0,24 22.062 3,57
2026-01-26 13F Covenant Partners, LLC 307.868 6,70 64.757 10,24
2026-04-13 13F Gill Capital Partners, Llc 450 96
2026-01-30 13F Opus Capital Group, LLC 7.092 -0,17 1 0,00
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 65 0,00 14 0,00
2026-01-29 13F Concord Wealth Partners 439 0,69 92 4,55
2026-04-20 13F LifeWealth Investments, LLC 942 -31,04 201 -29,97
2026-01-16 13F Beaumont Financial Advisors, LLC 4.971 0,14 1.046 3,47
2025-11-14 13F Scientech Research LLC 0 -100,00 0
2026-04-23 13F Fairman Group, LLC 16 0,00 3 0,00
2026-02-09 13F Delta Asset Management Llc/tn 160 0,00 34 3,13
2026-04-08 13F Gainplan LLC 0 -100,00 0
2026-04-15 13F PW Nova Financial Services LLC 74.372 2,18 15.891 2,89
2026-02-10 13F Bnp Paribas Arbitrage, Sa 1.053.204 91,08 221.531 97,41
2026-02-06 13F Muirfield Wealth Advisors Llc 0 -100,00 0
2026-01-13 13F NerdWallet Wealth Partners, LLC 1.293 0,00 272 3,04
2026-04-15 13F Arlington Financial Advisors, LLC 1.434 0,00 306 1,66
2026-01-12 13F PUREfi Wealth, LLC 2.237 -13,36 471 -10,48
2026-02-18 13F SkyView Investment Advisors, LLC 5.975 0,00 1 0,00
2026-02-06 13F Evoke Wealth, Llc 10.567 20,85 2.223 24,83
2026-04-27 13F Kelman-Lazarov, Inc. 4.019 -0,77 859 0,82
2026-02-10 13F Riverpoint Wealth Management Holdings, LLC 1.833 0,00 386 3,22
2026-02-03 13F Crestwood Advisors Group LLC 4.052 0,00 852 3,40
2026-01-28 13F Lebenthal Global Advisors, LLC 1.236 6,46 260 9,75
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