Grundlæggende statistik
| Institutionelle ejere | 2498 total, 2489 long only, 0 short only, 9 long/short - change of 3,90% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8187 % - change of -3,97% MRQ |
| Institutionelle aktier (lange) | 200.980.476 (ex 13D/G) - change of 1,19MM shares 0,60% MRQ |
| Institutionel værdi (lang) | $ 93.195.872 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Russell 1000 Growth ETF (US:IWF) har 2498 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 200,980,476 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Fmr Llc, Jpmorgan Chase & Co, Goldman Sachs Group Inc, Northern Trust Corp, Envestnet Asset Management Inc, UBS Group AG, Wells Fargo & Company/mn, and LPL Financial LLC .
iShares Trust - iShares Russell 1000 Growth ETF (ARCA:IWF) 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 479,14 / share. Previously, on April 28, 2025, the share price was 364,48 / share. This represents an increase of 31,46% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-13 | 13F | Guerra Pan Advisors, Llc | 1.174 | -4,16 | 556 | -3,14 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 4.786 | 46,45 | 2.264 | 47,11 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 110.334 | 43,93 | 47.046 | 29,67 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 2.486 | 0,00 | 1.060 | -9,86 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wedgewood Partners Inc | 12.019 | 5.689 | ||||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 2.750 | 1.302 | ||||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 26.929 | -9,56 | 12.746 | -8,62 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1.036 | -3,18 | 442 | -12,85 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 227 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Polen Capital Management Llc | 776.086 | 240,61 | 367.321 | 244,17 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 13.333 | -2,72 | 6.342 | -1,22 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 492 | 11,31 | 210 | 0,00 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 3.378 | -1,17 | 1.599 | -0,19 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 2.515 | 10,11 | 1.190 | 11,32 | ||||
| 2026-02-12 | 13F | Ruggiero Investments, Inc. | 3.033 | 1.436 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 485 | 0,00 | 207 | -10,04 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 3.484 | -2,38 | 1.649 | -1,32 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 4.822.176 | 11,03 | 2.282.336 | 12,19 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 107.071 | 2,21 | 50.794 | 3,52 | ||||
| 2026-04-08 | 13F | Eastover Investment Advisors LLC | 652 | 0,00 | 278 | -9,74 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 488 | 0,00 | 208 | -9,57 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 16.516 | 7.817 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.349 | -9,89 | 632 | -0,63 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 584 | 0,00 | 276 | 1,10 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 2.975 | 0,00 | 1.280 | -9,16 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 1.214.072 | -0,04 | 568.709 | 10,28 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 1.391 | 0,07 | 593 | -9,74 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 11.736 | -0,78 | 5.555 | 0,25 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 12 | 6 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 15.276 | -32,87 | 7.286 | -31,37 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 1.052 | 492 | ||||||
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 6.960 | -2,44 | 3.294 | -1,41 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 7 | 0,00 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 1.564 | 1,96 | 667 | -8,14 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 1.445 | 0,07 | 684 | 1,04 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 141 | 0,00 | 60 | -9,09 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 124.203 | 1,38 | 59 | 1,75 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 3.179 | 0,00 | 1.504 | 1,08 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 273 | 0,00 | 129 | 1,57 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 544 | 257 | ||||||
| 2026-02-04 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Trust Co of the South | 5.560 | 0,00 | 2.371 | -9,92 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 8.277 | -0,59 | 3.918 | 0,46 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 1.054 | -5,13 | 499 | -4,23 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 5.139 | -8,43 | 2.191 | -17,51 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3.208 | -4,30 | 1.428 | -9,96 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 5.370 | -19,11 | 2.542 | -18,27 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 2.529 | -3,80 | 1.078 | -13,34 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 9.229 | 4,37 | 4.368 | 5,48 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 1.241 | 0,00 | 587 | 1,03 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 7.173 | -1,52 | 3.059 | -11,29 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 448.988 | -1,35 | 212.506 | -0,32 | ||||
| 2026-02-11 | 13F | Napier Financial, LLC | 26.192 | 12.397 | ||||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 1.527 | -0,26 | 651 | -10,08 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 80 | 38 | ||||||
| 2026-01-12 | 13F | Castleview Partners, Llc | 2.383 | -0,08 | 1.128 | 0,90 | ||||
| 2026-01-30 | 13F | Verity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Advantage Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1.243 | 0,00 | 530 | -10,03 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 175 | 83 | ||||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 992 | 0,00 | 423 | -10,02 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 5.493 | 5,03 | 2.342 | -5,37 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 118 | 0,00 | 50 | -9,09 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 28.161 | 28,77 | 13.329 | 30,11 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 965.649 | 452.320 | ||||||
| 2026-02-04 | 13F | JSF Financial, LLC | 11.744 | -3,60 | 5.558 | -2,59 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 1.607 | -8,17 | 685 | -17,27 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 491 | 209 | ||||||
| 2025-11-17 | 13F | IMS Capital Management | 26.198 | -8,43 | 12.271 | 1,02 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 68.806 | 8,13 | 32.566 | 9,26 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 483 | 0,21 | 227 | -0,44 | ||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 1.229 | 15,73 | 524 | 4,38 | ||||
| 2026-02-12 | 13F | Loomis Sayles & Co L P | 24.061 | 0,00 | 11.388 | 1,04 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 1.923 | 0,00 | 820 | -10,00 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 100 | 0,00 | 47 | 2,17 | ||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 1.820 | 0,00 | 776 | -9,87 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 19.033 | 9.008 | ||||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 3.364 | 3,64 | 1.576 | 14,30 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 59 | 0,00 | 25 | -7,41 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 10 | 0,00 | 4 | 0,00 | ||||
| 2026-01-20 | 13F | Nvwm, Llc | 1.276 | -0,55 | 604 | 0,50 | ||||
| 2026-02-17 | 13F | Legacy Wealth Advisors, LLC | 664 | 314 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.942 | 0,89 | 1.254 | -9,13 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 4.170 | -5,85 | 1.974 | -4,87 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 1.400 | -2,30 | 668 | -0,15 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 1.022 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 1.104 | 0,00 | 523 | 0,97 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 3.064.892 | -1,47 | 1.450.613 | -0,44 | ||||
| 2026-02-13 | 13F | United Bank | 3.349 | 0,00 | 1.585 | 1,08 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 5.135 | -0,14 | 2.430 | 0,91 | ||||
| 2026-01-28 | 13F | VAUGHAN & Co SECURITIES, INC. | 52.754 | -0,10 | 24.968 | 0,94 | ||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 1.060 | 502 | ||||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 1.411 | -6,18 | 668 | -5,26 | ||||
| 2026-02-10 | 13F | Holderness Investments Co | 611 | 0,00 | 289 | 1,05 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 1.370 | -14,80 | 584 | -23,26 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 2.941 | 54,79 | 1.392 | 56,40 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 6.224 | 49,11 | 2.946 | 50,72 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 1.239 | 0,00 | 528 | -9,90 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 2.790 | -4,58 | 1.320 | -3,58 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 462 | 0,00 | 219 | 0,93 | ||||
| 2025-10-27 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 37 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 445 | 0,00 | 213 | 1,91 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 8.900 | 16,78 | 4.188 | 12,64 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 17.968 | -0,48 | 8.504 | 0,57 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 271.051 | 135,51 | 128.289 | 132,24 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 1.331 | 5,55 | 630 | 6,78 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 800 | -29,52 | 341 | -36,50 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 40.437 | 8,49 | 19.139 | 9,62 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 5.003 | -18,04 | 2.368 | -17,21 | ||||
| 2026-02-03 | 13F | RB Capital Management, LLC | 783 | 0,13 | 370 | 1,09 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Rebalance, Llc | 18.771 | -12,03 | 8.884 | -11,11 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 191.553 | -4,41 | 91 | -2,15 | ||||
| 2026-01-22 | 13F | Hill Island Financial Llc | 1.126 | -0,88 | 533 | 0,00 | ||||
| 2026-01-27 | 13F | Highview Capital Management LLC/DE/ | 8.427 | 12,71 | 3.988 | 13,88 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 6.443 | 0,00 | 2.747 | -9,90 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 398 | 0,00 | 188 | 1,08 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 9.605 | -4,20 | 4.096 | -13,70 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 3.779 | -15,80 | 1.789 | -14,94 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 1.227 | 0,00 | 581 | 1,05 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 706 | -28,76 | 334 | -28,23 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 7.515 | 37,81 | 3.204 | 24,19 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 12.059 | -8,16 | 5.708 | -7,20 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 466.486 | -0,05 | 220.788 | 1,00 | ||||
| 2026-02-17 | 13F | Riverview Capital Advisers, LLC | 3.151 | 0,54 | 1.491 | 1,64 | ||||
| 2026-04-23 | 13F | Fortitude Financial, LLC | 2.150 | 3,17 | 917 | -7,10 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 22 | 0,00 | 9 | -10,00 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 7.435 | 19,07 | 3.519 | 20,35 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 1.554 | 9,44 | 736 | 10,53 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 950 | -11,21 | 405 | -19,96 | ||||
| 2026-02-12 | 13F | Ardent Capital Management, Inc. | 1.510 | 0,00 | 715 | 0,99 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 840 | -11,86 | 393 | -2,72 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 17 | 0,00 | 7 | -12,50 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 13.922 | -12,57 | 6.589 | -11,66 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 2.397 | -29,83 | 1.134 | -29,08 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 125.775 | -3,54 | 59.529 | -2,53 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 2.234 | 0,00 | 1.057 | 1,05 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 9.222 | -18,84 | 4.320 | -10,47 | ||||
| 2026-04-06 | 13F | CX Institutional | 60.751 | -50,32 | 26 | -56,14 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 10.903 | -0,02 | 5.116 | -0,43 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 22.898 | 21,55 | 10.838 | 22,81 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 40.346 | -3,94 | 19.096 | -2,94 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 4.137 | 0,34 | 1.958 | 1,40 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 9.849 | 93,42 | 4.662 | 95,43 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 3.899 | 1.845 | ||||||
| 2026-04-14 | 13F | West Branch Capital LLC | 350 | -34,94 | 149 | -41,34 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 3.852 | -1,13 | 1.643 | -10,95 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 771 | -2,16 | 329 | -11,83 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 1.400 | -1,96 | 663 | -0,90 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 359 | 51,48 | 170 | 52,25 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 4.081 | -25,76 | 1.740 | -33,10 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 114 | 54 | ||||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 74.169 | 0,15 | 35.104 | 1,19 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 452 | 0,00 | 214 | 0,95 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 200.563 | 30,38 | 94.926 | 31,74 | ||||
| 2026-02-05 | 13F | Conning Inc. | 24.087 | 0,00 | 11.400 | 1,05 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Index Technologies Group LLC | 6.776 | 3.207 | ||||||
| 2026-01-23 | 13F | Westbourne Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.723 | -7,69 | 1.161 | -16,83 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 1.330 | 0,00 | 629 | 1,13 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 9.562 | -3,30 | 4.077 | -12,87 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 311 | 0,00 | 147 | 1,38 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 7.020 | -37,57 | 3.323 | -36,93 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 7.333 | -0,45 | 3.127 | -10,33 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 813.755 | 385.150 | ||||||
| 2026-02-13 | 13F | Platform Technology Partners | 1.495 | 31,72 | 707 | 33,15 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 449 | 213 | ||||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 2.704 | 2,42 | 1.280 | 3,48 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 1.493 | 0,00 | 637 | -9,92 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 31.072 | -1,64 | 13.264 | -11,37 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 5.159 | 0,43 | 2.442 | 1,45 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 150 | 0,00 | 64 | -10,00 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 2.046 | 0,00 | 968 | 1,04 | ||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 645 | 0,00 | 305 | 0,99 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 27.049 | -3,55 | 12.802 | -2,54 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 1.493 | -21,21 | 707 | -20,41 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 17.900 | -10,02 | 8.472 | -9,09 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 533 | 0,00 | 227 | -9,92 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 36 | 0,00 | 15 | -11,76 | ||||
| 2026-01-16 | 13F | Sharp Financial Services, LLC | 3.379 | 0,00 | 1.599 | 1,07 | ||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 133.967 | -5,36 | 63.406 | -4,37 | ||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 6.675 | -60,93 | 2.846 | -64,80 | ||||
| 2026-01-22 | 13F | Personal Cfo Solutions, Llc | 18.329 | 8.675 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 393.199 | -1,81 | 186.101 | -0,78 | ||||
| 2026-02-13 | 13F | Clarkston Capital Partners, LLC | 4.234 | 0,00 | 2.004 | 1,06 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 42.064 | 0,72 | 19.909 | 1,78 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 9.566 | -55,21 | 4.528 | -54,75 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 7.607 | -2,06 | 3.244 | -11,78 | ||||
| 2026-02-10 | 13F | Harfst & Associates, Inc. | 2.109 | -0,47 | 998 | 0,60 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 1.367 | 2,94 | 647 | 4,03 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 2.571 | 1.217 | ||||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 955 | -5,63 | 452 | -4,64 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 3.593 | -2,12 | 1.701 | -1,11 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 178.572 | -13,24 | 75.818 | -13,24 | ||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 4.337 | -0,37 | 2.053 | 0,69 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 498 | 236 | ||||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6.509 | 0,39 | 2.775 | -9,55 | ||||
| 2026-02-17 | 13F | Hollow Brook Wealth Management LLC | 1.185 | 0,00 | 561 | 0,90 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 575 | 0,00 | 245 | -9,93 | ||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Requisite Capital Management, LLC | 1.664 | 9,33 | 788 | 10,53 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 14.147 | 1,41 | 6.696 | 2,46 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 5.110 | -5,81 | 2.418 | -4,84 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 5.099 | 585,35 | 2.413 | 593,39 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 100 | 0,00 | 43 | -10,64 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 51.321 | 16,36 | 21.883 | 4,83 | ||||
| 2026-02-13 | 13F | Sands Capital Management, Llc | 8.215 | 3.888 | ||||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 664 | 0,15 | 314 | 1,29 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 61.059 | 28.899 | ||||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 17.617 | -2,40 | 8.338 | -1,38 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 1.340 | -3,25 | 634 | -2,16 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 4.642 | -0,21 | 2.197 | 0,78 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 1.655 | -1,66 | 705 | -11,43 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 28.021.788 | 1,61 | 13.262.712 | 2,67 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Argent Trust Co | 25.409 | -2,66 | 12.026 | -1,64 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.019 | 0,00 | 435 | -9,96 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 65.076 | 1,60 | 30.801 | 2,66 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 9.541 | -5,54 | 4.516 | -4,57 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 11.044 | 1,84 | 5.227 | 2,89 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 3.003 | -4,97 | 1.421 | -3,99 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 26.648 | 0,66 | 13 | 0,00 | ||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 715 | 338 | ||||||
| 2026-01-15 | 13F | Fulcrum Capital LLC | 442 | -25,96 | 209 | -25,09 | ||||
| 2026-02-13 | 13F | Alcosta Capital Management, Inc. | 409 | 0,00 | 194 | 1,05 | ||||
| 2026-02-12 | 13F | Jasper Ridge Partners, L.P. | 69.729 | 0,00 | 33.003 | 1,04 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 12.176 | -1,54 | 5.192 | -11,30 | ||||
| 2026-02-13 | 13F | Walleye Trading LLC | Call | 400 | 189 | |||||
| 2026-02-13 | 13F | Walleye Trading LLC | 7.088 | -14,52 | 3.355 | -13,65 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 862 | 408 | ||||||
| 2026-02-17 | 13F | Bitterroot Capital Advisors Llc | 32.126 | 15.205 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2.828 | -0,07 | 1.338 | 0,98 | ||||
| 2025-11-07 | 13F | King Luther Capital Management Corp | 227 | 10,24 | ||||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 9.675 | -8,64 | 4.579 | -7,68 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 2.902 | 21,78 | 1.237 | 9,76 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.520 | 71,75 | 648 | 55,02 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 3.113 | -1,64 | 1.474 | -0,61 | ||||
| 2026-02-17 | 13F | Woodline Partners LP | 540 | -92,28 | 256 | -92,22 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 1.222 | 0,00 | 521 | -9,86 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 4.155 | 4,53 | 1.772 | -5,85 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 1.123 | -2,18 | 479 | -11,97 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 1.662 | -1,66 | 709 | -11,39 | ||||
| 2026-01-12 | 13F | Robinson Value Management, Ltd. | 1.885 | 21,53 | 892 | 22,87 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 1.245 | 44,10 | 589 | 89,39 | ||||
| 2025-10-28 | 13F | Wolverine Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 16.033 | 0,12 | 7.589 | 1,17 | ||||
| 2026-02-03 | 13F | Providence First Trust Co | 4.360 | 132,16 | 2.064 | 134,70 | ||||
| 2025-11-12 | 13F | Erste Asset Management GmbH | 0 | 0 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 2.103 | 0,00 | 897 | -9,95 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 610 | 0,00 | 260 | -9,72 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 38.440 | -1,00 | 18.194 | 0,03 | ||||
| 2026-02-13 | 13F | Cordoba Advisory Partners LLC | 12.084 | 5.729 | ||||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 42.695 | -3,01 | 20.208 | -2,00 | ||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 1.683 | 0,12 | 796 | 1,14 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 757.177 | -1,58 | 358.411 | 2,16 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1.665 | -29,42 | 710 | -36,47 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 4.442 | 0,05 | 2.102 | 1,11 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 1.294 | -9,19 | 581 | -13,30 | ||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 700 | 46,14 | 298 | 31,86 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 24.027 | 2,38 | 10.245 | -7,76 | ||||
| 2026-02-03 | 13F | Baker Boyer National Bank | 2.810 | 0,00 | 1.330 | 0,99 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 735 | -8,58 | 313 | -17,63 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 11.189 | -0,58 | 4.771 | -10,44 | ||||
| 2026-02-05 | 13F | Flavin Financial Services, Inc. | 1.072 | 68,55 | 507 | 70,71 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 1.674 | 0,00 | 792 | 1,02 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 1.701 | 0,00 | 725 | -9,83 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 753 | 0,00 | 321 | -6,69 | ||||
| 2026-01-05 | 13F | Commons Capital, Llc | 1.006 | 9,47 | 476 | 10,70 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 11.532 | -1,28 | 4.917 | -11,07 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 2.490 | -2,96 | 1.179 | -1,92 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 5.874 | -99,06 | 2.781 | -99,05 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 1.183 | -1,83 | 504 | -11,58 | ||||
| 2026-04-14 | 13F | Legacy Trust | 5.659 | -7,06 | 2.413 | -16,28 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 500 | 0,00 | 237 | 0,85 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 3.806 | 9,43 | 1.623 | -1,40 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 755 | -1,69 | 322 | -11,57 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 1.927 | 0,00 | 912 | 1,11 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 108.059 | 52,57 | 51.144 | 54,16 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 5.066 | -3,58 | 2.398 | -2,60 | ||||
| 2026-02-13 | 13F | Broadleaf Partners, LLC | 668 | 1,21 | 316 | 2,27 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 154 | 0,00 | 73 | 0,00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 1.768 | 117,73 | 754 | 96,09 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 7.933 | 0,06 | 3.383 | -9,86 | ||||
| 2026-02-13 | 13F | Denver Wealth Management, Inc. | 34.352 | 7,44 | 16.259 | 8,56 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 48.469 | -1,72 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 430.661 | -1,82 | 203.833 | -0,79 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 494 | 0,00 | 211 | -9,87 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 8.542 | -1,64 | 4.043 | -0,61 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11.178 | 2,53 | 4.766 | -7,62 | ||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 566 | 0,00 | 268 | 0,75 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 698 | 0,00 | 298 | -10,00 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 8.691 | -1,36 | 3.706 | -11,15 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 78.355 | -2,69 | 33.411 | -12,33 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 1.130 | 157,40 | 535 | 160,49 | ||||
| 2026-01-29 | 13F | Comerica Bank | 604.730 | -1,65 | 286.219 | -0,62 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 3.887 | 0,00 | 1.657 | -9,90 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 4.367 | -9,59 | 2.067 | -8,62 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 2.890 | 2,12 | 1.368 | 3,17 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | Put | 4.200 | 1.988 | |||||
| 2026-02-13 | 13F | Templeton & Phillips Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 606 | 287 | ||||||
| 2026-02-17 | 13F | Tcw Group Inc | 62.304 | 29.488 | ||||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 3.905 | 0,00 | 1.665 | -9,90 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 275 | 0,00 | 130 | 1,56 | ||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 28.264 | 0,00 | 13.377 | 1,04 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 1.605 | 684 | ||||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 35.659 | -15,98 | 15.205 | -24,31 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1.935 | -50,00 | 825 | -55,19 | ||||
| 2026-02-09 | 13F | William Blair Investment Management, Llc | 111.339 | -34,17 | 52.697 | -33,48 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 2.224 | 0,00 | 948 | -9,89 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 1.253 | -22,65 | 534 | -30,29 | ||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 5.400 | 0,00 | 2.303 | -9,90 | ||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 35.730 | -1,08 | 16.911 | -0,04 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 1.564 | -7,46 | 740 | -6,45 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 80.272 | -0,75 | 37.993 | 0,29 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 43.400 | -46,88 | 20.541 | -46,32 | ||||
| 2026-01-29 | 13F | Matisse Capital | 895 | -1,32 | 424 | -0,24 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 614 | 36,14 | 290 | 37,44 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 6.663 | -5,84 | 2.841 | -15,17 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 97.621 | -4,55 | 46.204 | -3,55 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 812 | -21,17 | 346 | -28,95 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 1.766 | 0,00 | 827 | 10,41 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 3.214 | 0,22 | 1.521 | 1,26 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 1.577 | -6,52 | 746 | -5,57 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 1.288 | 8,97 | 549 | -1,79 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 1.954 | 180,34 | 925 | 183,44 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 4.059 | 2,50 | 1.731 | -7,68 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 2.112 | -0,19 | 901 | -10,09 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 1.275 | 0,00 | 603 | 1,01 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 48.196 | 2.496,77 | 22.811 | 2.524,97 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 167.323 | -4,38 | 79.194 | 6,59 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 517 | -13,98 | 0 | |||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 59.017 | 0,00 | 27.933 | 1,04 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 17.178 | 8,23 | 8.131 | 9,36 | ||||
| 2026-01-28 | 13F | Torray Llc | 1.993 | 75,13 | 943 | 76,92 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 1.549 | 0,00 | 660 | -9,96 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 6.823 | -2,36 | 3.229 | -1,34 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 346.021 | -0,80 | 163.772 | 0,23 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 900 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Harold Davidson & Associates Inc. | 515 | -29,26 | 244 | -28,74 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 892 | 0,00 | 380 | -9,95 | ||||
| 2026-02-17 | 13F | Creative Planning | 478.804 | 3,78 | 226.618 | 4,86 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 2.520 | 0,00 | 1.075 | -9,90 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 1.551 | 0,00 | 661 | -9,95 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 5.308 | -6,88 | 2.263 | -16,09 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 72.138 | -8,42 | 34.143 | -7,47 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 19.857 | 178,81 | 9.398 | 181,71 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 1.217 | 6,57 | 519 | -3,89 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 1.489 | 0,00 | 635 | -9,94 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 30.634 | -5,03 | 14.499 | -4,05 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 490 | 0,00 | 232 | 0,87 | ||||
| 2026-02-17 | 13F | Palisade Capital Management Llc/nj | 493 | 0,00 | 233 | 1,30 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 3.928 | -4,29 | 1.859 | -3,28 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 4.453 | 2,11 | 2.108 | 3,18 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 3.625 | 20,35 | 1.546 | 8,42 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 12.554 | -0,11 | 5.942 | 0,93 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 700 | 0,00 | 331 | 1,22 | ||||
| 2026-04-08 | 13F | Gillespie Robinson & Grimm Inc | 15.124 | -1,95 | 6.449 | -11,67 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 2.441 | 0,00 | 1.155 | 1,05 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 660 | 312 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 6.525 | 9,42 | 3.088 | 10,56 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 9.104 | -1,85 | 4.309 | -0,83 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 24.838 | -9,23 | 10.591 | -18,22 | ||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 807 | 382 | ||||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 1.790 | -6,82 | 847 | -5,78 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 6.156 | -3,12 | 2.914 | -2,12 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 2.022 | 0,10 | 957 | 1,16 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 15.567 | 3,59 | 7.378 | 4,82 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 28.947 | -0,94 | 13.701 | 0,09 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 4.589 | 2.172 | ||||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 2.254 | 8,31 | 962 | -2,24 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 2.373 | 0,00 | 1.012 | -9,97 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 6.247 | -0,21 | 2.931 | -1,05 | ||||
| 2026-02-11 | 13F | Aspetuck Financial Management LLC | 800 | 0,00 | 379 | 1,07 | ||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 1.527 | 0,00 | 715 | 10,34 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1.572 | -5,07 | 670 | -14,43 | ||||
| 2026-02-09 | 13F | Wcm Investment Management, Llc | 2.580 | 1.231 | ||||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 122.946 | 48,67 | 52.424 | 33,94 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 12.640 | 1,94 | 5.390 | -8,18 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 5.913 | -6,98 | 2.521 | -16,19 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 1.738 | 0,29 | 823 | 1,36 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 520 | 0,00 | 222 | -10,16 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 35.283 | 3,25 | 16.699 | 4,32 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 498 | 0,00 | 236 | 1,29 | ||||
| 2025-11-14 | 13F | PineBridge Investments, L.P. | 4.052 | 377,83 | 1.898 | 426,94 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 1.543 | -4,46 | 730 | -3,44 | ||||
| 2026-01-12 | 13F | Gilman Hill Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 5.497 | -58,33 | 2.602 | -57,91 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 400.768 | 1,29 | 170.887 | -8,75 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-06 | 13F | Associated Banc-corp | 29.373 | 26,48 | 13.902 | 27,81 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 988 | 23,35 | 421 | 11,08 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 1.716 | -1,10 | 732 | -10,96 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 12.466 | 2.507,95 | 5.900 | 2.533,93 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 2.751 | -7,90 | 1.302 | -6,93 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 1.315 | 622 | ||||||
| 2026-02-06 | 13F | Copia Wealth Management | 917 | 1,10 | 434 | 2,36 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 4.736 | 0,00 | 2.019 | -9,91 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 1.200 | 0,00 | 568 | 11,39 | ||||
| 2026-02-05 | 13F | Bedminster, LLC | 753 | 356 | ||||||
| 2025-11-14 | 13F | Concord Investment Counsel Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 18.644 | 0,26 | 8.824 | 1,32 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 293 | 125 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.913 | 4,71 | 816 | -5,67 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 1.055 | -96,71 | 499 | -96,68 | ||||
| 2026-01-23 | 13F | Aldebaran Financial Inc. | 694 | 0,00 | 331 | 1,85 | ||||
| 2026-02-04 | 13F | Fusion Family Wealth LLC | 997 | 0,00 | 472 | 0,86 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 48.539 | 5,95 | 20.695 | -4,56 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 4.379 | 0,00 | 1.867 | -9,89 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 7.919 | -0,81 | 3.748 | 0,24 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 26.205 | -11,68 | 11.174 | -20,43 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 5.770 | -0,19 | 2.731 | 0,85 | ||||
| 2026-01-23 | 13F | Oxler Private Wealth LLC | 1.845 | 0,05 | 873 | 1,16 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 3.328 | 134,20 | 699 | 4,96 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 12.352 | 0,09 | 6 | 0,00 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 832 | -2,58 | 394 | -1,50 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 3.982 | -0,87 | 1.885 | 0,16 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 79.144 | 3,29 | 37 | 5,71 | ||||
| 2026-02-10 | 13F | Three Bridge Wealth Advisors, LLC | 17.390 | 0,02 | 8.231 | 1,07 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.908.493 | 44,05 | 903.193 | 45,51 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 1.680 | -7,59 | 716 | -16,74 | ||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 507 | 0,00 | 240 | 0,84 | ||||
| 2026-02-04 | 13F | Oxbow Advisors, LLC | 549 | 0,00 | 260 | 0,78 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 10.861 | -1,14 | 5.140 | -0,10 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 2.151 | -18,09 | 1.018 | -17,24 | ||||
| 2026-01-28 | 13F | Headland Capital, LLC | 1.719 | -8,52 | 814 | -7,61 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 123.532 | -0,32 | 58.467 | 0,73 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 23.664 | -1,35 | 11.200 | -0,32 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 7 | -99,57 | 3 | -99,61 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 1.328 | 0,00 | 566 | -9,87 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 4.480 | -39,69 | 2.120 | 118,11 | ||||
| 2026-02-17 | 13F | Fmr Llc | 8.419.923 | -4,17 | 3.985.150 | -3,17 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 1.752 | -9,78 | 829 | -8,80 | ||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 14.883 | -5,57 | 6.346 | -14,92 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 551 | 0,18 | 235 | -10,00 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 7.558 | 74,31 | 3.577 | 76,21 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 17 | 21,43 | 7 | 16,67 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 3.714 | 15,52 | 1.758 | 16,74 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 7.053 | 9,47 | 3.338 | 10,64 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 54.656 | 6,23 | 25.868 | 7,34 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 2.367 | 0,00 | 1.120 | 1,08 | ||||
| 2026-02-03 | 13F | BHK Investment Advisors, LLC | 3.851 | 4,48 | 1.823 | 5,56 | ||||
| 2026-02-12 | 13F | Edgewood Management Llc | 23.302 | 11.029 | ||||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 2.861 | 0,00 | 1.220 | -9,97 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 12.358 | -3,20 | 5.270 | -12,79 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 2.757 | 0,29 | 1.176 | -9,68 | ||||
| 2026-02-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 1.999 | -0,15 | 946 | 0,96 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 26.207 | 16,08 | 12.404 | 17,30 | ||||
| 2026-01-15 | 13F | Jamison Private Wealth Management, Inc. | 2.078 | 1,12 | 983 | 2,18 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 2.975 | 0,00 | 1.408 | 1,08 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 61.344 | 24,48 | 26.157 | 12,15 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 155 | 67 | ||||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 5.072 | 0,00 | 2.163 | -9,92 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 2.905 | -2,68 | 1.239 | -12,32 | ||||
| 2026-01-30 | 13F | Jennison Associates Llc | 93.000 | 241,33 | 44.017 | 244,90 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 2.227 | 0,36 | 950 | -9,62 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 916 | 0,00 | 391 | -9,93 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 6.832 | -3,57 | 3.234 | -2,56 | ||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 454 | 0,00 | 215 | 0,94 | ||||
| 2026-02-17 | 13F | Berkshire Bank | 1.017 | 0,00 | 481 | 1,05 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 846 | -4,73 | 361 | -14,89 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 112 | 0,00 | 53 | 1,92 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 183.774 | 44,93 | 86.980 | 46,45 | ||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 754 | -3,46 | 357 | -2,47 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 14.590 | -8,19 | 6.906 | -7,23 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 3.466 | 0,00 | 1.641 | 1,05 | ||||
| 2026-01-27 | 13F | Antonelli Financial Advisors, LLC | 1.242 | 0,00 | 588 | 1,20 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 1.296 | 2,13 | 553 | -8,00 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 2.511 | -1,68 | 1.071 | -11,42 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 1.253 | 0,00 | 534 | -9,95 | ||||
| 2025-11-10 | 13F | Td Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 362.006 | -0,12 | 171.338 | 0,92 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1.208 | 0,08 | 515 | -9,81 | ||||
| 2026-01-16 | 13F | Five Oceans Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 24.290 | -0,11 | 11.497 | 0,93 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 1.570 | -0,19 | 743 | 0,95 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 1.014 | 0,00 | 432 | -9,81 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 1.437 | -2,18 | 688 | -0,72 | ||||
| 2026-02-05 | 13F | Roberts Glore & Co Inc /il/ | 1.076 | 0,00 | 509 | 0,99 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 26.066 | 0,84 | 12.337 | 1,90 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 677 | 0,00 | 320 | 0,95 | ||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 182.074 | -3,03 | 86.176 | -2,02 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-03-23 | 13F | J. Derek Lewis & Associates Inc. | 432 | 205 | ||||||
| 2026-02-17 | 13F | Power Wealth Management Llc | 1.715 | 3,94 | 812 | 5,05 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 2.257 | 0,00 | 1.059 | -0,38 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Texas Bank & Trust Co | 6.972 | -0,50 | 3.300 | 0,52 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 1.349 | 639 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 4.833 | 2,85 | 2.266 | 1,89 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 822 | 0,00 | 351 | -10,03 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 752 | -6,70 | 356 | -5,84 | ||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6.353 | 5,83 | 3.007 | 6,94 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 1.755 | 0,00 | 748 | -9,88 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 1.915 | 0,00 | 817 | -9,93 | ||||
| 2026-02-10 | 13F | Nvest Financial, LLC | 40.134 | 38,09 | 18.995 | 39,54 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 16.172 | 26,03 | 7.654 | 27,34 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 2.232 | 0,00 | 1.045 | 10,35 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 41.073 | -2,00 | 19.440 | -0,98 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 375 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 210 | 100 | ||||||
| 2026-01-20 | 13F | RPG Investment Advisory, LLC | 1.179 | 0,00 | 558 | 1,09 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 1.331 | -3,90 | 568 | -13,44 | ||||
| 2026-01-07 | 13F | Holistic Financial Partners | 22.577 | 0,62 | 10.686 | 1,67 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 3.312 | -13,77 | 1.567 | -12,85 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 50 | 0,00 | 24 | 0,00 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 3.470.027 | 2,56 | 1.642.364 | 3,63 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 73.740 | -12,02 | 31.443 | -20,74 | ||||
| 2026-02-05 | 13F | Boulder Wealth Advisors, LLC | 60.756 | -0,59 | 28.756 | 0,44 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 22.461 | 0,19 | 11 | 0,00 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 2.399 | 0,00 | 1.023 | -9,96 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 6.232 | 0,00 | 2.657 | -9,90 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 12.247 | -1,21 | 5.222 | -10,99 | ||||
| 2026-01-22 | 13F | Massachusetts Financial Services Co /ma/ | 15.108 | 203,68 | 7.151 | 206,87 | ||||
| 2026-02-17 | 13F | Dimension Capital Management Llc | 17.075 | -1,50 | 8.082 | -0,47 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 1.750 | 2,46 | 809 | 0,37 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 978.071 | 3,92 | 462.921 | 5,00 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 56 | 0,00 | 27 | 0,00 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 646 | 0,00 | 275 | -9,84 | ||||
| 2026-01-23 | 13F | Ashford Advisors, LLC | 1.290 | 0,00 | 611 | 0,99 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 452 | 0,00 | 193 | -9,86 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 479 | 10,62 | 204 | 0,00 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 4.197 | 141,21 | 1.986 | 143,98 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 3.649 | -4,05 | 2 | -99,94 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 2.423 | -13,03 | 1.033 | -21,62 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 874 | 0,00 | 414 | 0,98 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 2.618 | -23,90 | 1.116 | -31,45 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 1.862 | -14,67 | 881 | -13,80 | ||||
| 2026-02-12 | 13F | Brogan Financial, Inc. | 1.860 | 0,11 | 880 | 1,15 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 98.265 | 0,67 | 41.900 | -9,31 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 2.346 | -8,64 | 1.072 | -10,90 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 1.720 | -4,12 | 733 | |||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 13.326 | -0,16 | 6.307 | 0,88 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 1.744 | 0,58 | 826 | 1,60 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 708 | 26,20 | 302 | 13,58 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 2.208 | -22,09 | 941 | -29,83 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 690 | -0,43 | 294 | -10,09 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 3.675 | 8,76 | 1.739 | 9,92 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 785 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Real Talk Capital, LLC | 1.455 | 0,00 | 689 | 1,03 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 1.843 | 0,44 | 786 | -9,56 | ||||
| 2026-02-17 | 13F | Marin Bay Wealth Advisors, LLC | 894 | 423 | ||||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 2.874 | 33,36 | 1.225 | 20,22 | ||||
| 2026-02-04 | 13F | Garrett Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Atria Investments Llc | 57.025 | 40,22 | 26.990 | 41,68 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 18.799 | 14,64 | 8.898 | 15,83 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 10.940 | -3,25 | 5.178 | -2,25 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 13.929 | -0,52 | 6.592 | 0,52 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 1.318 | 0,00 | 624 | 0,97 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 624 | 0,00 | 266 | -9,83 | ||||
| 2026-04-24 | 13F | United Community Bank | 360 | -18,74 | 154 | -26,79 | ||||
| 2026-02-13 | 13F | Apriem Advisors | 15.653 | -0,05 | 7.408 | 1,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 156.230 | 0,42 | 66.616 | -9,53 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 1.830 | 0,00 | 866 | 1,05 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 4.421 | 0,00 | 2.092 | 1,06 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.816.152 | -9,24 | 859.585 | 91.637,89 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 92.856 | 57,33 | 43.949 | 58,97 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 3.638 | 3,35 | 1.722 | 4,43 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 1.061 | -1,30 | 453 | -11,02 | ||||
| 2026-01-21 | 13F | Summa Corp. | 11.026 | -4,58 | 5.219 | -3,58 | ||||
| 2026-02-12 | 13F | Empire Financial Management Company, LLC | 1.199 | -3,77 | 567 | -2,74 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 4.479 | 1,11 | 2.120 | 2,22 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 8.812 | -4,89 | 3.758 | -14,32 | ||||
| 2026-01-21 | 13F | Access Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 913 | 0,00 | 389 | -9,95 | ||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 47.379 | -0,15 | 22.424 | 0,90 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 17.432 | 8.251 | ||||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 1.204 | 6,36 | 564 | 17,29 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 165 | 70 | ||||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 723 | 0,00 | 342 | 1,18 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Centerpoint Advisory Group | 9.551 | 0,19 | 4.520 | 1,23 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 25 | 0,00 | 12 | 0,00 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 2.703 | 0,00 | 1.153 | -9,93 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 18.496 | -0,64 | 7.887 | -10,49 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 565.330 | -0,49 | 267.571 | 0,55 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 1.012 | 0,20 | 479 | 1,06 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 2.594 | 0,00 | 1.106 | -9,86 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 1.248 | 7,12 | 532 | -3,63 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 872 | -10,29 | 372 | -19,35 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 11.992 | -3,45 | 5.676 | -2,44 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 9.081 | 0,00 | 4.298 | 1,06 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 3.320 | 0,00 | 1.571 | 1,03 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 4.761 | 4,61 | 2.253 | 5,73 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 3.855 | 0,00 | 1.825 | 1,05 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 44.885 | 4,09 | 19.139 | -6,23 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 14.875 | -0,13 | 7.040 | 0,92 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 31.305 | -0,07 | 13.348 | -9,98 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 4.858 | -15,63 | 2.168 | -20,65 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 7.271 | -0,07 | 3.441 | 0,97 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 642 | 304 | ||||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 48.969 | -8,80 | 23.177 | -7,85 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 2.824 | -14,97 | 1.337 | -14,08 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 1.947 | 1,35 | 830 | -8,69 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 3.078 | -0,16 | 1.312 | -10,08 | ||||
| 2026-02-04 | 13F | Nwam Llc | 60.937 | -2,37 | 28.781 | -1,98 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 487 | 0,00 | 210 | -8,30 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 2.255 | 0,09 | 962 | -9,85 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 5.424 | -0,24 | 2.567 | 0,82 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 1.888 | -0,26 | 894 | 0,79 | ||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 2.254 | 5,52 | 1.067 | 6,60 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 37.249 | -5,08 | 17.630 | -4,09 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 21.471 | 11,68 | 10.162 | 12,85 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 1.980 | 0,00 | 937 | 1,08 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 30.085 | 0,55 | 12.828 | -9,41 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 1.574 | 0,13 | 745 | 1,09 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 5.720 | -1,36 | 2.439 | -11,15 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | Put | 400 | 0,00 | 189 | 1,07 | |||
| 2026-04-20 | 13F | Courier Capital Llc | 7.714 | -8,55 | 3.289 | -17,61 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 48 | 0,00 | 23 | 0,00 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 375.480 | -0,29 | 176.581 | 0,10 | ||||
| 2025-11-04 | 13F | Northcape Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Xponance, Inc. | 12.539 | -7,92 | 5.935 | -6,96 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-22 | 13F | Colony Family Offices, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 4.790 | 36,00 | 2.267 | 37,48 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 12.089 | -2,54 | 5.722 | -1,51 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1.358 | 0,00 | 579 | -9,81 | ||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 855 | 365 | ||||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 805 | 0,00 | 381 | -2,31 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 78 | 0,00 | 37 | 0,00 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 181 | 852,63 | 86 | 962,50 | ||||
| 2026-02-17 | 13F | Lakeshore Financial Planning, Inc. | 777 | -11,60 | 368 | -10,71 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 15.447 | -2,39 | 6.586 | -12,06 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 903 | 0,00 | 385 | -9,84 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 5.560.417 | 1,86 | 2.631.745 | 2,92 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 45.220 | 13,14 | 21.403 | 14,32 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 7.243 | 0,00 | 3.428 | 1,06 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 2.086 | -0,76 | 889 | -10,56 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 2.627 | -29,57 | 1.244 | -30,17 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 2.862 | 2,43 | 1.033 | -21,86 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 565 | 1,25 | 267 | 2,30 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 569 | 0,00 | 245 | -7,20 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 1.818 | 4,06 | 860 | 5,13 | ||||
| 2026-02-14 | 13F | American Trust | 3.441 | -69,20 | 1.629 | -68,89 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 23.314 | -22,45 | 9.941 | -30,14 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 3.829 | 0,03 | 1.812 | 1,06 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 524 | -11,49 | 248 | -10,47 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 8.654 | 5,60 | 3.690 | -4,87 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1.621 | 0,00 | 1 | |||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 2.692 | 66,17 | 1.148 | 49,74 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 8.659 | -1,01 | 3.692 | -10,82 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 805 | 0,12 | 381 | 1,33 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 1.393 | -9,60 | 594 | -18,66 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 5.226 | -5,85 | 2.474 | -4,88 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 35.693 | 16.306 | ||||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 760 | 44,76 | 360 | 46,53 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 2.699 | 0,00 | 1.277 | 1,03 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 2.536 | -7,34 | 1.081 | -16,53 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 3.051 | 0,00 | 1.301 | -9,97 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 188.693 | 15,89 | 89.308 | 17,10 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 328 | 0,00 | 140 | -10,32 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 293 | 0,00 | 139 | 0,73 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 1.456 | 0,00 | 621 | -10,01 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 1.983 | -1,98 | 1 | |||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 275 | -16,41 | 117 | -24,52 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 4.850 | -4,75 | 2.260 | -9,71 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 11.362 | -4,27 | 5.378 | -3,27 | ||||
| 2026-04-08 | 13F | KWB Wealth | 556 | 0,00 | 263 | 0,00 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 92 | 0,00 | 44 | -2,27 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 423 | 0,00 | 200 | 1,01 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 255 | 0,00 | 121 | 0,84 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 2.618 | 0,00 | 1.116 | -9,93 | ||||
| 2026-01-27 | 13F | Probity Advisors, Inc. | 1.011 | 0,00 | 479 | 1,06 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 528 | 0,00 | 250 | 0,81 | ||||
| 2025-11-12 | 13F | Alpha Zero LLC | 1.087 | 0,00 | 509 | 10,41 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 70.698 | 0,31 | 33.461 | 1,36 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 4.792 | -4,54 | 2.209 | -6,04 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 13.895 | 9,46 | 5.925 | -1,38 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 202.856 | -3,70 | 86.498 | -13,25 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 59 | 0,00 | 25 | -10,71 | ||||
| 2026-03-09 | 13F | Rubicon Advisors, GP | 1.269 | 600 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 632 | 0,00 | 269 | -10,03 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 573 | -15,49 | 271 | -14,51 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 5.603 | 2.389 | ||||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 28 | 13 | ||||||
| 2026-02-10 | 13F | Camden National Bank | 1.697 | 0,00 | 803 | 1,13 | ||||
| 2026-02-12 | 13F | Mosley Wealth Management | 1.277 | -1,31 | 607 | 14,56 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 1.316 | -0,38 | 623 | 0,65 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 1.766 | 0,00 | 836 | 0,97 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 1.540 | 9,22 | 729 | 10,45 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 11.951 | 4,57 | 5.096 | -5,79 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 6.784 | -4,02 | 3.211 | -3,02 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 2.000 | 0,00 | 947 | 1,07 | ||||
| 2026-02-12 | 13F | Granite Investment Partners, LLC | 12.242 | 4.241,13 | 5.794 | 4.289,39 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 61.676 | 5,64 | 29.191 | 6,75 | ||||
| 2026-02-13 | 13F | Alliance Private Wealth, LLC | 1.645 | 755 | ||||||
| 2026-04-20 | 13F | First PREMIER Bank | 614 | -19,63 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 30.266 | 3,88 | 14.325 | 4,97 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 3.850 | -4,23 | 1.822 | -3,24 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 152.750 | -33,30 | 72.297 | -32,60 | ||||
| 2026-02-12 | 13F | Voya Investment Management Llc | 7.752 | 21,09 | 3.669 | 22,38 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 13.766 | 0,60 | 6.515 | 1,65 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.345 | 0,00 | 637 | 0,95 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 5.576 | 0,67 | 2.639 | 1,73 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 5.442 | -0,11 | 2.577 | 0,66 | ||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 2.654 | 1.256 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 4.349 | 0,00 | 2 | -50,00 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 7.756 | -1,77 | 3.307 | -11,48 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 13.944 | 2,03 | 6.600 | 3,09 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 2.722 | 0,07 | 1.161 | -9,87 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 1.710 | 0,00 | 729 | -9,89 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 109.277 | -21,04 | 46.594 | -28,86 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 270 | 0,00 | 128 | 0,79 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 16.000 | 7,02 | 8 | 0,00 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 3.215 | 0,00 | 1.522 | 1,06 | ||||
| 2026-02-12 | 13F | Nuveen, LLC | 922.097 | -20,71 | 436.429 | -19,88 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 697 | 0,00 | 297 | -9,73 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 388 | 0,00 | 165 | -9,84 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 4.701 | -1,26 | 2.225 | -0,22 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 358 | 22,60 | 169 | 24,26 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 2.395 | 0,04 | 1.122 | 10,33 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 4.950 | -5,53 | 2.111 | -14,92 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 7.201 | 0,00 | 3.408 | 1,04 | ||||
| 2026-02-06 | 13F | Adell Harriman & Carpenter Inc | 810 | 0,00 | 383 | 1,06 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 16.140 | -1,31 | 7.639 | -0,27 |
