Grundlæggende statistik
| Institutionelle ejere | 2500 total, 2491 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) | 200.966.879 (ex 13D/G) - change of 1,19MM shares 0,60% MRQ |
| Institutionel værdi (lang) | $ 93.046.028 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Russell 1000 Growth ETF (US:IWF) har 2500 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 200,966,879 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.
Opgrader
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| 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 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 768 | 362 | ||||||
| 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 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 1.950 | -10,14 | 934 | -9,06 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wedgewood Partners Inc | 12.019 | 5.689 | ||||||
| 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 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 7.538 | -4,27 | 3.214 | -13,74 | ||||
| 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 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1.930 | -2,77 | 823 | -12,46 | ||||
| 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 | ||||
| 2026-04-21 | 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-02-12 | 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 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 2.032 | -9,85 | 866 | -18,76 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 6.016 | -13,29 | 2.565 | -21,87 | ||||
| 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 | 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 | ||||
| 2026-02-02 | 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 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 3.331 | -2,12 | 1.420 | -11,80 | ||||
| 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 | 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 | ||||
| 2026-02-05 | 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 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 5.531 | -5,31 | 2.359 | -14,69 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 19.846 | 10,45 | 8.462 | -0,49 | ||||
| 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 | ||||
| 2026-02-09 | 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 | ||||
| 2026-01-29 | 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 | ||||
| 2026-02-04 | 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 | |||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 4.500 | -29,17 | 1.919 | -36,19 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 2.063 | 37,99 | 880 | 24,33 | ||||
| 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 | ||||
| 2026-02-12 | 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 | ||||
| 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 | ||||
| 2026-02-10 | 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 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 1.204 | 0,00 | 514 | -9,84 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 751 | -33,54 | 320 | -40,07 | ||||
| 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 | ||||
| 2026-02-03 | 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-21 | 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 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 3.190 | -5,59 | 1.360 | -14,95 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 2.423 | -13,03 | 1.033 | -21,62 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 53.443 | 13,66 | 22.788 | 2,39 | ||||
| 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 | Client First Capital LLC | 0 | -100,00 | 0 | |||||
| 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 | |||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 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 | ||||
| 2026-04-23 | 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 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 37.249 | -5,08 | 17.630 | -4,09 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 12.890 | 5.496 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 265.688 | -1,49 | 113.289 | -11,25 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 2.787 | 58,26 | 1.188 | 42,62 | ||||
| 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 | ||||
| 2026-04-08 | 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 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 560 | 30,23 | 239 | 17,24 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 4.200 | -0,87 | 1.791 | -10,72 | ||||
| 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 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 145 | 0,00 | 69 | 1,49 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 1.275 | -2,97 | 571 | -8,49 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 7.310 | -1,10 | 3.460 | -0,09 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.024.447 | 16,19 | 958.170 | 17,40 | ||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 2.475 | -3,92 | 1.171 | -2,90 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 22.655 | -1,73 | 10.722 | -0,71 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 8.827 | 29,28 | 4.135 | 42,60 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 117.622 | -1,72 | 50.154 | -11,46 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 995 | 11,80 | 424 | 0,71 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 3.505 | -3,44 | 1.659 | -2,47 | ||||
| 2026-01-28 | 13F | Mountain Capital Investment Advisors, Inc | 458 | 0,00 | 215 | -0,47 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 1.044 | -1,04 | 494 | 0,00 | ||||
| 2026-02-17 | 13F | Wealth Analytics Partners, LLC | 5.081 | 2.405 | ||||||
| 2026-02-02 | 13F | Sun Financial Inc | 426 | 202 | ||||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 10.064 | 5,51 | 4.763 | 6,63 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 311.547 | -20,78 | 132.929 | -28,95 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 23.863 | -0,68 | 11.392 | 1,22 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 3.187 | 0,00 | 1.485 | -0,54 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 760 | -10,06 | 357 | -11,00 | ||||
| 2026-02-17 | 13F | Mairs & Power Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 19.016 | 2,73 | 8.108 | -6,83 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 1.200 | 0,00 | 568 | 1,07 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 438 | -3,74 | 207 | -2,82 | ||||
| 2026-02-17 | 13F | Janus Henderson Group Plc | 13.075 | 67,46 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 16.823 | 0,83 | 7.962 | -1,46 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 5.909 | 0,00 | 2.797 | 1,05 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 415 | 0,00 | 196 | 1,03 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 69.916 | 21,03 | 33.084 | 22,21 | ||||
| 2026-02-11 | 13F | Capital Research Global Investors | 2.768 | 351,55 | 1.320 | 361,54 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 1.630 | 0,00 | 771 | 1,05 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 7.963 | -2,08 | 3.730 | 8,02 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 2.015 | 0,00 | 954 | 1,06 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 2.854 | -4,99 | 1.351 | -4,05 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 3.804 | 541,48 | 1.134 | 351,39 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 342.498 | -1,19 | 162.104 | -0,16 | ||||
| 2026-02-17 | 13F | Widmann Financial Services, Inc. | 14.146 | 1,04 | 6.695 | 2,10 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 559 | -5,73 | 258 | -5,51 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 80 | 38 | ||||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 889 | 421 | ||||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 176.594 | 13,67 | 50.975 | 17,52 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 4 | 0,00 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 2.959 | 8,71 | 1.262 | -2,10 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 2.717.137 | -1,60 | 1.286.021 | -0,57 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 700 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 2.276 | 5,86 | 970 | -4,62 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 26.756 | 10,62 | 11.409 | -0,34 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 550 | 0,00 | 235 | -10,00 | ||||
| 2026-01-28 | 13F | Arbor Capital Management Inc /adv | 2.254 | -10,27 | 1.077 | -9,04 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 699 | -0,29 | 298 | -9,97 | ||||
| 2026-02-10 | 13F | Marietta Investment Partners Llc | 1.080 | -0,28 | 511 | 0,79 | ||||
| 2025-11-07 | 13F | GenTrust, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 59.123 | 4.345,34 | 28.194 | 4.432,64 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.284.186 | 14,32 | 607.811 | 15,51 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 34 | 54,55 | 16 | 60,00 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 1.915 | 0,00 | 817 | -9,93 | ||||
| 2026-04-23 | 13F | American National Bank | 573 | -2,05 | 244 | -11,59 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 1.234 | 15,33 | 584 | 16,37 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 270.362 | -1,44 | 127.962 | -0,42 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 949 | -17,41 | 449 | -16,54 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 1.499 | -0,60 | 709 | 0,42 | ||||
| 2026-01-20 | 13F | Philip James Wealth Mangement, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 765 | -3,16 | 326 | -12,60 | ||||
| 2026-02-05 | 13F | Clarendon Private LLC | 429 | 203 | ||||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 4.268 | 3,17 | 1.820 | -7,05 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 2.384 | 6,43 | 1.128 | 7,53 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 29.885 | -7,65 | 14.145 | -6,69 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 5.255 | -2,23 | 2.241 | -11,92 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 499 | 0,00 | 213 | -10,17 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 644.156 | 0,52 | 307.230 | 2,36 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 12.224 | -45,24 | 5.212 | -50,67 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 734 | 2,95 | 313 | -7,42 | ||||
| 2026-02-05 | 13F | S&co Inc | 1.552 | -0,64 | 1 | |||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 904 | -2,69 | 385 | -12,30 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 41.184 | -0,36 | 19.492 | 0,68 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 3.216 | 331,68 | 1.522 | 336,10 | ||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 541 | 0,00 | 256 | 1,19 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 43.223 | 4,36 | 18.430 | -5,98 | ||||
| 2026-02-17 | 13F | Hansen & Associates Financial Group, Inc. | 1.927 | 2,88 | 886 | -1,67 | ||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 41.154 | 17,22 | 19.478 | 18,45 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 22 | 0,00 | 10 | 0,00 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 4.478 | 9,14 | 1.909 | 15,84 | ||||
| 2026-04-24 | 13F | Bayban | 3.330 | 0,00 | 1.420 | -9,96 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 8.795 | 101,72 | 4.203 | 128,67 | ||||
| 2026-02-10 | 13F | Pecaut & Co. | 573 | -0,52 | 271 | 0,74 | ||||
| 2026-01-15 | 13F | J. Safra Sarasin Holding AG | 3.127 | 0,00 | 1.491 | 2,26 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 5.423 | -0,97 | 2.567 | 0,08 | ||||
| 2026-02-02 | 13F | Fogel Capital Management, Inc. | 505 | 0,00 | 239 | 1,27 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 2.159 | 0,00 | 1.022 | 0,99 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 22.469 | -3,26 | 10.635 | -2,25 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 72.085 | 1,03 | 34.118 | 2,09 | ||||
| 2026-02-13 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Demars Financial Group, LLC | 2.113 | 3,94 | 1.000 | 5,04 | ||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 3.920 | 0,00 | 1.855 | 1,03 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 7.236 | 0,00 | 3.425 | 1,03 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 3.633 | 0,00 | 1.549 | -9,89 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2.593 | -5,36 | 1.106 | -14,74 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 7.062 | -28,06 | 3.342 | -27,32 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 2.084 | -5,01 | 889 | -14,45 | ||||
| 2026-02-06 | 13F | Warner Group LLC | 7.015 | 3.320 | ||||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 2.038 | 0,00 | 965 | 1,05 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 4 | 0,00 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 6.639 | 1,39 | 3.142 | 2,45 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2.252 | 13,97 | 960 | 2,67 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 38.082 | 0,16 | 18.025 | 1,21 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 71.958 | 1,45 | 34.058 | 2,51 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 525 | 16,67 | 224 | 5,19 | ||||
| 2026-04-13 | 13F | Bnc Wealth Management, Llc | 521 | 0,00 | 222 | -9,76 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 1.777 | 0,00 | 758 | -10,63 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 10.548 | -4,61 | 4.498 | -14,06 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 8.767 | 0,00 | 3.738 | -9,91 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 507 | -3,80 | 240 | -2,85 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 6.976 | 4,42 | 3.302 | 5,50 | ||||
| 2026-01-23 | 13F | Avion Wealth | 383 | 35,34 | 0 | |||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 20.478 | -0,13 | 9.692 | 0,92 | ||||
| 2026-02-17 | 13F | Family Management Corp | 4.178 | 8,04 | 1.977 | 9,17 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 6.529 | -0,21 | 3.090 | 0,85 | ||||
| 2026-02-03 | 13F | Grange Capital, LLC | 1.049 | 0,00 | 496 | 1,02 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 139.941 | -21,50 | 65.550 | -13,40 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 146.326 | -1,83 | 68.540 | 8,31 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 68.958 | -2,96 | 29.404 | -12,58 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 27 | 0,00 | 13 | 0,00 | ||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 1.410 | 665 | ||||||
| 2026-02-12 | 13F | Hibernia Wealth Partners, LLC | 443 | 210 | ||||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 81 | 0,00 | 38 | 11,76 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 2.205 | 7,82 | 1 | |||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 415 | -10,17 | 196 | -9,26 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 6.088 | 24,27 | 2.881 | 25,59 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 903 | -6,71 | 385 | -15,94 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 1.320 | 0,00 | 563 | -9,94 | ||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 13.756 | 0,88 | 6.511 | 1,93 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 291 | 0,00 | 138 | 0,74 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 753 | 0,00 | 360 | 2,27 | ||||
| 2026-02-10 | 13F | Hackensack Meridian Health, Inc. | 337.000 | 159.502 | ||||||
| 2026-04-21 | 13F | Mayport, Llc | 8.140 | -8,54 | 3.471 | -17,62 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 3.565 | -2,17 | 1.678 | -2,10 | ||||
| 2026-04-20 | 13F | City State Bank | 1.167 | 0,00 | 498 | -9,96 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 610 | 0,00 | 260 | -9,72 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 17.593 | 13,67 | 8.327 | 14,87 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 39.210 | -2,99 | 18.558 | -1,98 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 743 | 0,00 | 317 | -9,97 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 76.359 | 0,95 | 36.141 | 2,01 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 1.631 | -30,92 | 704 | -37,48 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 1.381 | 0,00 | 589 | -9,95 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 36.588 | -1,11 | 17.325 | -0,07 | ||||
| 2026-02-12 | 13F | Menora Mivtachim Holdings Ltd. | 1.007 | 0,00 | 477 | 1,06 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 2.228 | 2,81 | 950 | -8,03 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 12.243 | 3,35 | 5.220 | -6,89 | ||||
| 2026-02-13 | 13F | Ashford Capital Management Inc | 701 | 0,00 | 332 | 0,91 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 14.501 | 0,93 | 6.864 | 1,98 | ||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 6.153 | -0,13 | 2.912 | 0,94 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 81 | 38 | ||||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 26.129 | -0,73 | 11.141 | -10,56 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 19.850 | 45,74 | 8.464 | 31,31 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 8.425 | 16,90 | 3.988 | 18,13 | ||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 10.789 | -0,42 | 5.106 | 0,63 | ||||
| 2026-01-08 | 13F | M. Kulyk & Associates, LLC | 3.110 | -0,16 | 1.472 | 0,89 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 649 | 0,00 | 277 | -10,10 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Formulate Financial Llc | 6.626 | 8,13 | 3.136 | 9,27 | ||||
| 2026-02-13 | 13F | TritonPoint Partners, LLC | 1.400 | 662 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 35.993 | -8,58 | 17.035 | -7,62 | ||||
| 2026-01-20 | 13F | Meridian Investment Counsel Inc. | 630 | 0,00 | 298 | 1,02 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 11.292 | -7,18 | 5.345 | -6,21 | ||||
| 2026-02-13 | 13F | American Century Companies Inc | 102.235 | -59,81 | 48.389 | -59,39 | ||||
| 2026-04-21 | 13F | Bennett Selby Investments Lp | 855 | 365 | ||||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 1.574 | -72,70 | 2.724 | 0,85 | ||||
| 2026-02-17 | 13F | SPWM Advisors LLC | 1.892 | 896 | ||||||
| 2026-02-12 | 13F | First Western Trust Bank | 14.114 | -6,39 | 6.680 | -5,41 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 5.195 | 9,25 | 2.215 | -1,56 | ||||
| 2026-02-02 | 13F | Elite Wealth Management, Inc. | 800 | 0,00 | 379 | 1,07 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 514 | 0,00 | 219 | -9,88 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 13.351 | 50,84 | 6.319 | 52,45 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 409.922 | -4,32 | 194.016 | -3,32 | ||||
| 2026-02-12 | 13F | Haven Private, LLC | 500 | 0,00 | 237 | 0,85 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 4.993 | -1,54 | 2.129 | -11,29 | ||||
| 2026-02-06 | 13F | Northwest Wealth Advisors, LLC | 495 | 234 | ||||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 3.746 | 0,00 | 1.597 | -9,88 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 982 | -6,74 | 439 | -11,49 | ||||
| 2026-04-10 | 13F | Putney Financial Group LLC | 842 | 0,00 | 359 | -9,80 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 16.469 | 7,63 | 7.795 | 8,75 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 808.581 | 13,27 | 333.647 | -0,22 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 1.225 | 109,40 | 522 | 89,13 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 4.340 | -14,80 | 1.867 | -22,57 | ||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 525 | 0,00 | 249 | 1,22 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2.235 | -8,44 | 953 | -17,49 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 784 | 0,00 | 371 | 1,09 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 7.582 | -17,42 | 3.233 | -25,59 | ||||
| 2026-02-09 | 13F | Main Street Research LLC | 766 | 0,00 | 363 | 1,12 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 832 | 0,00 | 394 | 1,03 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 10.028 | -3,86 | 4.276 | -13,39 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 1.139 | 539 | ||||||
| 2026-01-27 | 13F | Penobscot Investment Management Company, Inc. | 1.314 | 0,84 | 622 | 1,80 | ||||
| 2026-01-28 | 13F | SilverOak Wealth Management LLC | 10.390 | 0,00 | 4.918 | 1,05 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.074.785 | 20,90 | 508.753 | 22,18 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 6.643 | 160,51 | 3.144 | 163,32 | ||||
| 2026-02-13 | 13F | Sunbeam Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 20.500 | 16,48 | 9.564 | 28,88 | |||
| 2025-11-14 | 13F | Wolverine Trading, Llc | 1.141 | 532 | ||||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 383.813 | 4,59 | 181.659 | 5,69 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 2.211 | 27,44 | 1.046 | 28,82 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 4.300 | -59,43 | 2.006 | -55,12 | |||
| 2026-04-27 | 13F | GDS Wealth Management | 552 | 235 | ||||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 576 | -19,89 | 273 | -19,05 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 4.333 | 0,05 | 1.850 | -9,85 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.190.695 | 26,37 | 563.556 | 27,69 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 8.233 | -0,19 | 3.897 | 0,85 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 480 | 0,00 | 227 | 1,34 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 10.427 | -68,97 | 4.446 | -72,05 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 92.111 | 402,02 | 39.276 | 352,28 | ||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 816 | 0,00 | 386 | 1,05 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 83.320 | -1,52 | 39.435 | -0,49 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.798.999 | 0,90 | 767.093 | -9,10 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 26 | 0,00 | 12 | 0,00 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 150 | 0,00 | 64 | -10,00 | ||||
| 2026-02-04 | 13F | Opinicus Capital, Inc. | 432 | -0,69 | 204 | 0,49 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Bravias Capital Group, LLC | 1.025 | -2,38 | 485 | -1,22 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 250 | 106 | ||||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 18.087 | 0,51 | 7.712 | -9,45 | ||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 1.084 | 0,09 | 513 | 0,99 | ||||
| 2026-02-09 | 13F | Allstate Corp | 750 | -16,67 | 355 | -15,91 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 886 | 419 | ||||||
| 2026-01-20 | 13F | Jackson Wealth Management, LLC | 18.261 | -15,81 | 8.643 | -14,92 | ||||
| 2026-04-20 | 13F | Emprise Bank | 4.509 | -1,85 | 1.923 | -11,59 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 1.502 | 0,00 | 711 | 1,00 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 5.041 | -0,02 | 2.149 | -9,93 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 1.008 | 0,00 | 477 | 0,85 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 64.006 | -0,41 | 27.292 | -10,28 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 3.510 | -1,63 | 1.563 | -7,19 | ||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 5.557 | -5,86 | 2.370 | -15,21 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 538 | -7,24 | 252 | 2,44 | ||||
| 2026-01-12 | 13F | Qalhat Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 246 | 11,82 | 114 | 10,68 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 17.796 | -2,64 | 8.423 | -1,64 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 33.076 | 9,47 | 14.104 | -1,38 | ||||
| 2026-02-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 603 | 0,00 | 286 | 1,06 | ||||
| 2026-02-11 | 13F | CNB Bank | 144 | 0,00 | 68 | 1,49 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 2.515 | 0,00 | 1.190 | 1,02 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 812 | 0,00 | 346 | -9,90 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 536.841 | 74,17 | 254.091 | 75,98 | ||||
| 2026-02-05 | 13F | United Bank | 487 | 230 | ||||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 3.278 | 0,15 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 20 | 9 | ||||||
| 2026-04-27 | 13F | FF Advisors,LLC | 546 | -12,36 | 258 | -12,24 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 1.833 | 868 | ||||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 2.704 | 0,00 | 1.153 | -9,93 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 2.656 | -15,84 | 1.132 | -24,18 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 8.644 | -2,76 | 4.091 | -1,73 | ||||
| 2026-02-14 | 13F | Bank of Marin | 426 | 202 | ||||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 1.379 | 1,03 | 653 | 2,03 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 472 | -63,83 | 223 | -63,50 | ||||
| 2026-02-17 | 13F | Opal Capital Llc | 1.122 | 517 | ||||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 9.759 | 1,21 | 4.161 | -8,81 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 2.043.098 | -2,20 | 871.177 | -11,89 | ||||
| 2026-02-13 | 13F | LM Advisors LLC | 1.395 | -53,01 | 3 | 100,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 40.637 | -2,63 | 17.328 | -12,28 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 7.577 | -0,77 | 3.231 | -10,63 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 1.452 | 25,82 | 687 | 27,22 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 37.632 | 17.811 | ||||||
| 2026-04-20 | 13F | Payne Capital LLC | 1.850 | -0,05 | 789 | -10,05 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 3.927 | 16,36 | 1.859 | 17,59 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Generation Capital Management LLC | 1.736 | 12,22 | 822 | 13,40 | ||||
| 2026-01-21 | 13F | Jmac Enterprises Llc | 59.275 | 2,49 | 28.055 | 3,57 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 1.025 | 0,00 | 485 | 1,04 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 1.123 | 2,09 | 532 | 3,11 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 444 | 0,00 | 208 | 2,46 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 646 | 276 | ||||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 8.787 | 29,99 | 4.159 | 46,46 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 27.034 | -0,77 | 12.861 | 0,46 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 1.202 | 0,00 | 513 | -9,70 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 24.500 | -31,18 | 11.596 | -30,46 | |||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 80.900 | 58,94 | 38.290 | 60,59 | |||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 1.305 | -1,95 | 618 | -0,96 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 1.491 | 12,87 | 665 | 5,72 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 73.960 | -43,15 | 35.005 | -42,56 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Davidson Investment Advisors | 633 | -11,72 | 229 | -32,74 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 17.004 | -0,21 | 8.048 | 6,01 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 126 | 0,00 | 59 | 0,00 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 753 | 0,00 | 321 | -9,83 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 232 | 0,00 | 97 | -7,69 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 1.432 | -8,44 | 678 | -7,51 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 516 | 244 | ||||||
| 2026-02-13 | 13F/A | 360 Financial, Inc. | 1.478 | 0,00 | 700 | 1,01 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 1.869 | 0,00 | 885 | 1,03 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 664 | 44,03 | 283 | 29,82 | ||||
| 2026-02-05 | 13F | Millennium Capital Advisors, LLC | 1.325 | 1,53 | 627 | 2,62 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 3.805 | 0,00 | 1.622 | -9,89 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 1.790 | -2,19 | 763 | -11,89 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 6.872 | 1,87 | 2.930 | -8,92 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 9.506 | -0,12 | 4.502 | 0,94 | ||||
| 2025-10-30 | 13F | Gibbs Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 1.494 | 49,70 | 645 | 36,44 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 379 | 0,00 | 162 | -10,06 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1.365 | -0,29 | 1 | |||||
| 2026-01-23 | 13F | Cove Private Wealth, LLC | 7.440 | 2,76 | 3.521 | 3,83 | ||||
| 2026-02-12 | 13F | Winslow Capital Management, LLC | 70.412 | 181,41 | 33.326 | 184,35 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 66.662 | -1,80 | 28.425 | -11,53 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 657 | -5,06 | 280 | -14,68 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 936 | 0,00 | 399 | -9,93 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 35.743 | 24,56 | 15.241 | 12,22 | ||||
| 2026-02-12 | 13F | Tull Financial Group, Inc. | 2.723 | 0,00 | 1.289 | 1,02 | ||||
| 2026-01-14 | 13F | New England Professional Planning Group Inc. | 1.417 | 0,00 | 671 | 1,06 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 728 | 20,13 | 310 | 8,39 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 42.267 | -4,10 | 20.005 | -3,10 | ||||
| 2026-01-21 | 13F | Bank Of Stockton | 1.015 | 0,00 | 480 | 1,05 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 6.976.348 | -4,43 | 3.301.906 | -3,44 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1.937 | -5,74 | 826 | -15,12 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 73.672 | 34.888 | ||||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 3.460 | 0,00 | 1.475 | -9,90 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 2.188 | -0,18 | 933 | -10,13 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 61.441 | 730,51 | 29.080 | 739,25 | ||||
| 2026-02-17 | 13F | Aureus Asset Management, LLC | 2.190 | 146,62 | 1.037 | 149,64 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 10.765 | -7,59 | 5.095 | -6,60 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 149.755 | 5,75 | 63.864 | -4,72 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 5.075 | 0,00 | 2.164 | -9,91 | ||||
| 2026-01-15 | 13F | Signature Wealth Management Group | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 1.965 | 0,00 | 930 | 1,09 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 488 | 0,00 | 231 | 0,88 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 8.943 | 4,56 | 3.813 | -5,81 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 3.746 | 1.773 | ||||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 1.932 | 0,00 | 914 | 1,11 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 240 | 0,00 | 102 | -9,73 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.502 | -1,35 | 1.657 | -0,30 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 2.853 | 0,00 | 1.350 | 1,05 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 480 | -80,61 | 225 | -78,67 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 4.367 | 0,00 | 1.862 | -9,92 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 2.098 | -3,36 | 895 | -12,95 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 1.694 | -0,41 | 1 | |||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 7.975 | -0,65 | 3.401 | -10,50 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 18.557 | -1,29 | 8.783 | -0,25 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 2.704 | -9,23 | 1.153 | -18,17 | ||||
| 2026-02-12 | 13F | Ironwood Investment Management Llc | 1.156 | 27,59 | 547 | 29,01 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 7.378 | -1,47 | 3.146 | -11,26 | ||||
| 2026-04-21 | 13F | GFG Capital, LLC | 1.558 | -87,55 | 664 | -88,79 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 25.240 | -2,20 | 10.762 | -11,89 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 28.720 | 3,70 | 13.593 | 4,79 | ||||
| 2026-02-12 | 13F/A | KDK Private Wealth Management, LLC | 8.927 | -2,41 | 4.226 | -1,38 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 9 | -81,25 | 4 | -86,36 | ||||
| 2026-02-10 | 13F | Beaton Management Co. Inc. | 5.996 | -0,46 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | Grantvest Financial Group LLC | 1.814 | 47,36 | 859 | 48,96 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 20.315 | 1,09 | 8.662 | -8,93 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 1.381 | 22,65 | 654 | 23,91 | ||||
| 2026-02-12 | 13F | Advisory Resource Group | 3.468 | -9,78 | 1.641 | -8,83 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 1.684 | 797 | ||||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 1.241 | 0,00 | 529 | -9,88 | ||||
| 2026-02-11 | 13F | Compass Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 10.475 | -0,83 | 4.467 | -10,66 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 1.055 | -5,89 | 450 | -15,28 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 439 | 208 | ||||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 9.913 | 0,00 | 4.227 | -9,91 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 1.086 | 0,09 | 463 | -9,75 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 3.641 | 7,40 | 1.723 | 8,50 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 111 | 0,00 | 47 | -9,62 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 19.088 | 47,95 | 9.035 | 49,50 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 2.401 | -17,12 | 1.136 | -16,29 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 1.014 | 0,00 | 417 | -13,87 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 2.184 | 0,00 | 932 | -9,96 | ||||
| 2026-01-07 | 13F | Permanent Capital Management, LP | 8.762 | 0,10 | 4.147 | 1,15 | ||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 1.867 | 0,21 | 884 | 1,26 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4.106 | 24,39 | 1.751 | 12,04 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 674 | 3,69 | 319 | 3,92 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 1.005 | -25,00 | 475 | -24,24 | ||||
| 2026-03-12 | 13F | Bawa N Mallick Trust | 19.550 | 0,00 | 9.253 | 1,05 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 7.265 | -4,75 | 3.098 | -14,19 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 10.822 | 8,71 | 5.122 | 9,84 | ||||
| 2026-02-17 | 13F | City National Bank Of Florida /msd | 12.160 | -0,02 | 5.755 | 1,02 | ||||
| 2026-01-29 | 13F | First National Bank of Hutchinson | 885 | 0,00 | 419 | 0,97 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 2.008 | -15,10 | 856 | -23,50 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 2.132 | -2,25 | 909 | -12,02 | ||||
| 2026-02-06 | 13F | Harbor Advisory Corp /ma/ | 1.050 | 0,00 | 497 | 1,02 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 834 | 0,24 | 395 | 1,29 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 34.474 | 0,75 | 15.749 | -1,45 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 2.889 | 0,00 | 1.367 | 1,03 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 2.633 | 12,62 | 1.123 | 1,45 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 12.756 | 2,59 | 6.037 | 3,66 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 18.922 | -7,39 | 8.069 | -16,57 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 563 | 0,00 | 240 | -9,77 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 1.589 | 0,00 | 678 | -9,97 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 1.572 | -4,03 | 744 | -3,00 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 5.919 | 2.524 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 33.498 | 11,19 | 15.855 | 12,35 | ||||
| 2026-01-27 | 13F | Bonfire Financial | 789 | 0,00 | 374 | 1,08 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 17.394 | 207,80 | 8.232 | 210,99 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 1.470 | -6,49 | 696 | -5,57 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 332 | 157 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 59 | 25 | ||||||
| 2026-04-13 | 13F | Clark & Stuart, Inc | 9.052 | 0,09 | 3.860 | -9,84 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 1.230 | 0,00 | 1 | |||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 5.707 | 0,00 | 2.701 | 1,05 | ||||
| 2026-01-29 | 13F | MWA Asset Management | 3.911 | -4,45 | 1.851 | -3,44 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 2.830 | -4,78 | 1.207 | -14,22 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 1.589 | 0,00 | 678 | -9,97 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 48.083 | -35,81 | 20.503 | -42,17 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 10.566 | -4,86 | 5.001 | -3,88 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 742 | -96,76 | 351 | -96,73 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 23.244 | 2,45 | 9.911 | -7,70 | ||||
| 2026-01-30 | 13F | Cullinan Associates Inc | 6.915 | -2,61 | 3.273 | -1,59 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 90 | -10,00 | 43 | -8,70 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 16.873 | 6,16 | 7.195 | -4,36 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 710 | 0,00 | 336 | 1,20 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 8.111 | 0,00 | 3.839 | 1,03 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 9.523 | 3,96 | 4.061 | -6,34 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 3.901 | -3,73 | 1.846 | -2,84 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 657 | -9,38 | 280 | -18,37 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 1.848 | 0,11 | 788 | -9,85 | ||||
| 2026-04-17 | 13F | Cache Advisors, LLC | 1.659 | 0,00 | 707 | -9,94 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2.033 | 6,55 | 867 | -4,10 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 876 | -3,52 | 373 | -13,05 | ||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 743 | 0,13 | 352 | 1,15 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 5.283 | -2,04 | 2.500 | -1,03 | ||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 1.419 | 0,35 | 672 | 1,36 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 585 | 0,00 | 249 | -9,78 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 1.048 | 7,49 | 447 | -3,04 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 696 | 0,00 | 296 | -10,03 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 1.013 | 0,00 | 432 | -10,02 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 141.645 | 230,24 | 60 | 566,67 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 12.294 | -33,01 | 5.819 | -32,32 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 1.344 | 0,00 | 636 | 1,11 | ||||
| 2026-04-10 | 13F | Benin Management CORP | 477 | 0,00 | 203 | -9,78 | ||||
| 2026-02-17 | 13F | Core Wealth Partners LLC | 484 | 0,00 | 229 | 1,33 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 356 | 0,00 | 168 | 1,20 | ||||
| 2026-02-17 | 13F/A | Beverly Hills Private Wealth, LLC | 1.513 | -0,46 | 716 | 0,70 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 1.601 | 0,57 | 683 | -9,43 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 1.377 | -10,64 | 587 | -19,48 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 20.889 | -2,59 | 9.887 | -1,57 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 205 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 1.515 | 0,00 | 646 | -10,04 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 753 | 1,35 | 356 | 2,30 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 994 | -5,96 | 424 | -15,40 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 566 | -26,21 | 241 | -33,61 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 146 | 0,00 | 69 | 1,47 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 1.070 | 0,19 | 456 | -9,70 | ||||
| 2026-04-21 | 13F | Maseco Llp | 3.267 | 3,62 | 1.393 | -6,64 | ||||
| 2026-01-30 | 13F | Stegner Investment Associates Inc. | 1.945 | -37,62 | 921 | -36,99 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 2.424 | -6,26 | 1.147 | -5,28 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 562 | 240 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 31.989 | -2,87 | 15.138 | -1,88 | ||||
| 2026-02-09 | 13F | TrustBank | 1.700 | 805 | ||||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 51.740 | 4,04 | 22.062 | -6,27 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 2.128 | 11,41 | 1.003 | 11,09 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 1.545 | 0,06 | 659 | -9,86 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 4.589 | 0,00 | 2.172 | 1,02 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 2.039 | 2,10 | 965 | 3,21 | ||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 968 | 458 | ||||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 18.094 | -0,58 | 8.564 | 0,46 | ||||
| 2026-02-03 | 13F | Geneva Partners, LLC | 2.901 | 0,24 | 1.373 | 1,25 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 17.707 | -2,05 | 8.381 | -1,04 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 56.125 | 36,92 | 26.745 | 40,82 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 205.720 | 1,16 | 97 | 2,11 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 4.928 | -10,43 | 2.101 | -19,32 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 51 | 24 | ||||||
| 2026-01-26 | 13F | Lansing Street Advisors | 662 | 11,26 | 313 | 12,59 | ||||
| 2026-02-12 | 13F | Northstar Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 1.590 | -19,08 | 753 | -18,26 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 742 | 0,13 | 320 | -8,57 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 176.020 | -2,33 | 83.310 | 8,87 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 2.195 | -1,08 | 936 | -10,95 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Prudential Financial Inc | 469.828 | -37,84 | 224.084 | -36,71 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 116 | 0,00 | 55 | 0,00 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 4.666 | 0,00 | 1.990 | -9,92 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 8 | 0,00 | 4 | 0,00 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 2.567 | 0,00 | 1.210 | -0,33 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 915 | 17,46 | 433 | 18,96 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 35.315 | 10,98 | 16.714 | 12,14 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 468 | -0,85 | 222 | 0,00 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 2.286 | 13,39 | 975 | 2,10 | ||||
| 2026-02-05 | 13F | Landmark Wealth Management, LLC | 1.472 | 0,00 | 697 | 1,02 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 933 | 113,50 | 398 | 92,72 | ||||
| 2026-02-23 | 13F | Sonoma Allocations LLC | 51.074 | 6,23 | 23.888 | 6,90 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 1.507 | 0,00 | 643 | -9,96 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 1.918 | -7,70 | 818 | -16,89 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 4.553 | 22,52 | 2.155 | 215.300,00 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 868 | 0,00 | 370 | -9,76 | ||||
| 2026-02-11 | 13F | Clearbridge Investments, LLC | 31.432 | 2.706,43 | 14.877 | 2.738,93 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 25.745 | -13,31 | 12.185 | -12,41 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 3.122 | 0,00 | 1.331 | -9,88 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 1.838 | -0,65 | 870 | 0,35 | ||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 544 | 0,00 | 257 | 1,18 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 1.348 | -27,60 | 638 | -26,83 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 8.753 | -1,85 | 3.732 | -11,56 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 3.180 | -0,66 | 1.356 | -10,50 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 150 | 0,00 | 64 | -10,00 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 2.594 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 796.030 | 376.761 | ||||||
| 2026-01-27 | 13F | BankPlus Trust Department | 1.033 | -4,44 | 489 | -3,56 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 3.445 | -2,16 | 1.469 | -11,88 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 904 | 428 | ||||||
| 2026-02-04 | 13F | Twin Lakes Capital Management, LLC | 134 | 0,00 | 63 | 1,61 | ||||
| 2026-02-02 | 13F | Planning Center, Inc. | 1.013 | 0,00 | 479 | 1,05 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 2.590 | -5,82 | 1.104 | -15,14 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 93.306 | -6,12 | 44.162 | -5,14 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 32.927 | 1,53 | 14.684 | 0,25 | ||||
| 2026-02-17 | 13F | Permanens Capital L.P. | 803 | 0,00 | 380 | 1,33 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 23.383 | 1,74 | 10.770 | -0,99 | ||||
| 2026-02-11 | 13F | Mill Capital Management, LLC | 400 | 100,00 | 189 | 103,23 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 22.316 | -2,71 | 10.562 | -1,68 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 735 | 0,00 | 313 | -9,80 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 1.127 | -5,69 | 481 | -15,04 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 2.662 | 14,30 | 1.260 | 15,50 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 33.295 | 24,38 | 15.758 | 25,68 | ||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 1.604 | 759 | ||||||
| 2026-04-21 | 13F | Poehling Capital Management, LLC | 642 | -60,66 | 274 | -64,64 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 2.092 | 0,00 | 892 | -9,90 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 861 | 0,00 | 367 | -9,83 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 116.001 | 3,13 | 54.903 | 4,21 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 3.170 | 0,13 | 1.500 | 1,21 | ||||
| 2025-11-17 | 13F | Sterling Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 52.253 | -0,64 | 22.281 | -10,48 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 492.105 | 7,86 | 232.913 | 8,99 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 85.605 | -3,28 | 40.520 | -2,27 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 2.840 | 202,45 | 1.344 | 206,15 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 8.114 | 184,80 | 3.460 | 156,60 | ||||
| 2026-01-23 | 13F | Oak Ridge Investments Llc | 757 | 358 | ||||||
| 2026-04-22 | 13F | Lam Group, Inc. | 1.925 | 0,00 | 821 | -9,99 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 103.351 | -50,29 | 48.916 | -49,77 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 115.751 | -0,39 | 54.785 | 0,65 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 7.583 | 0,00 | 3.589 | 1,07 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 776 | 367 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 297.250 | -5,46 | 140.688 | -4,47 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 255.439 | 0,32 | 120.943 | 1,41 | ||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 543 | 0,00 | 257 | 1,18 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 620 | 0,00 | 264 | -9,90 | ||||
| 2026-01-30 | 13F | Aries Wealth Management | 1.205 | 0,00 | 570 | 1,06 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 5.201 | 0,00 | 2.218 | -9,91 | ||||
| 2026-02-06 | 13F | Flynn Zito Capital Management, Llc | 39.701 | 1,30 | 18.790 | 2,35 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 5.997 | -15,07 | 2.839 | -14,18 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 17.725 | -4,30 | 7.558 | -13,78 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 21.572 | 165,37 | 10.210 | 168,19 | ||||
| 2026-02-13 | 13F | Northstar Group, Inc. | 18.652 | 0,03 | 8.828 | 1,08 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 15.204 | -5,88 | 7.196 | -4,89 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 1.452 | -11,89 | 619 | -20,54 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 22.584 | -6,86 | 10.689 | -5,88 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 3.008 | -0,66 | 1.339 | -7,01 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 8.951 | 11,83 | 4.236 | 13,02 | ||||
| 2026-02-12 | 13F | Compass Capital Management, Inc | 458 | 217 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1.034 | 0,00 | 441 | -10,02 | ||||
| 2026-02-10 | 13F | Ithaka Group Llc | 1.429 | 676 | ||||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 11.800 | 227,78 | 5.585 | 231,20 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 8.471 | -1,25 | 4.009 | -0,20 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 433 | 0,00 | 205 | 0,99 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 944 | 0,00 | 403 | -9,87 | ||||
| 2026-01-15 | 13F | Boston Common Asset Management, LLC | 718 | 0,00 | 340 | 0,89 | ||||
| 2026-03-05 | 13F | Cedarwood Wealth LLC | 4.005 | 1.887 | ||||||
| 2026-02-12 | 13F | Custom Index Systems, Llc | 10.386 | -49,78 | 4.916 | -49,26 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 3.047 | 0,63 | 1.299 | -9,29 | ||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 4.371 | 0,00 | 1.864 | -9,91 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 2.965 | 3,71 | 1.264 | -6,58 | ||||
| 2026-02-04 | 13F | Anson Capital, Inc. | 2.200 | 0,00 | 1.041 | 1,07 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 855 | 0,00 | 365 | -9,90 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 399 | 0,00 | 189 | 1,08 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 5.489 | -2,24 | 2.598 | -1,25 | ||||
| 2026-02-13 | 13F | Barclays Plc | 556 | -98,87 | 263 | -98,85 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 550 | 0,00 | 262 | 0,00 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 1.360 | 0,00 | 580 | -9,95 | ||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 2.036 | 0,00 | 868 | -9,87 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 365.273 | 7,76 | 172.884 | 8,89 | ||||
| 2026-02-06 | 13F | Little House Capital Llc | 1.806 | -4,65 | 855 | -3,72 | ||||
| 2026-01-30 | 13F | Renasant Bank | 3.562 | -2,36 | 1.686 | -1,35 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1.986 | 940 | ||||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 60 | 0,00 | 26 | -7,14 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 5.573 | -1,08 | 2.638 | -0,04 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 603 | 0,00 | 257 | -9,82 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 1.927 | 0,00 | 912 | 0,00 | ||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 10.579 | -1,43 | 5.007 | -0,40 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 1.740 | 37,77 | 823 | 39,26 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 1.700 | -7,51 | 725 | -16,69 | ||||
| 2026-02-10 | 13F | Providence Financial Advisors, LLC | 1.744 | -62,05 | 825 | -61,66 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 48.262 | -3,69 | 22.842 | -2,68 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 827 | 0,00 | 391 | 1,03 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 18.781 | 0,00 | 8.889 | 0,00 | ||||
| 2026-02-06 | 13F | Insight Inv LLC | 5.199 | -1,44 | 2.461 | -0,45 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 5.049 | -1,69 | 2.153 | -11,44 | ||||
| 2026-01-20 | 13F | Westwood Wealth Management | 1.867 | 884 | ||||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 24.400 | -3,05 | 10.404 | -12,66 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 49.388 | 0,75 | 23.375 | 1,81 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 2 | 1 | ||||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 25.624 | 2,44 | 12.128 | 3,51 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 4.758 | -0,44 | 2.029 | -10,31 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 2.406 | -30,88 | 1.139 | -30,18 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 2.041 | -9,21 | 966 | -8,36 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 70.121 | -0,04 | 29.900 | -9,94 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 2.637 | 7,90 | 1.248 | 9,09 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 506 | 55,69 | 216 | 40,52 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 36.906 | 19,36 | 15.737 | 7,53 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 5.247 | -0,47 | 2.483 | 0,57 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 3.216 | 7,16 | 1.522 | 8,33 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 6.745 | -3,75 | 2.876 | -13,27 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 34 | 16 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 36.839 | -3,94 | 17.436 | -2,94 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 975 | 9,06 | 461 | 10,29 | ||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 901 | 0,11 | 426 | 1,19 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 587 | 4,45 | 250 | -5,66 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 2.058 | -5,68 | 974 | -4,70 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 407 | 193 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 2.646 | 1.128 | ||||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 756 | 358 | ||||||
| 2026-01-22 | 13F | Argus Investors' Counsel, Inc. | 2.626 | -4,89 | 1.243 | -3,94 | ||||
| 2026-02-13 | 13F | Rhumbline Advisers | 36.373 | 17,98 | 17.215 | 19,21 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 12.204 | 0,95 | 5.204 | -9,05 | ||||
| 2026-04-21 | 13F | WMS Group LLC | 4.351 | -31,04 | 1.855 | -37,88 | ||||
| 2026-01-20 | 13F | Hubbell Strickland Wealth Management, LLC | 2.038 | 0,05 | 965 | 1,05 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 67.457 | -2,06 | 31.928 | -1,04 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 60.180 | 0,10 | 28.483 | 1,15 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 7.793 | -8,83 | 3.323 | -17,87 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 496 | 0,00 | 211 | -9,83 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 5.939 | -6,01 | 2.532 | -15,32 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 12.689 | -0,68 | 5.411 | -10,53 | ||||
| 2026-02-10 | 13F | Sustainable Growth Advisers, LP | 10.027 | 237,16 | 4.746 | 240,63 | ||||
| 2026-02-17 | 13F | Bci Securities, Inc. | 2.797 | 1.324 | ||||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 1.415 | -0,35 | 603 | -10,27 | ||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 909 | 32,70 | 430 | 34,38 | ||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Equitable Trust Co | 14.852 | 0,20 | 7.029 | 1,24 | ||||
| 2026-01-27 | 13F | Greatmark Investment Partners, Inc. | 3.417 | 14,36 | 1.617 | 15,58 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 390 | 185 | ||||||
| 2026-02-05 | 13F | Arjuna Capital | 431 | 0,00 | 204 | 1,00 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 3.854 | -5,95 | 1.824 | -4,95 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 3.076 | 0,00 | 1.456 | 1,04 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 144 | 0,00 | 61 | -10,29 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 94.354 | -3,61 | 39 | -17,39 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 2.273 | -0,22 | 1.076 | 0,94 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Itau Unibanco Holding S.A. | 55.861 | -25,48 | 26.439 | -24,70 | ||||
| 2026-02-17 | 13F | Capital Wealth Alliance, LLC | 1.293 | -28,17 | 596 | -29,30 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 2.218 | 0,00 | 1.050 | 1,06 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 15.684 | 0,10 | 7.423 | 1,14 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 3.254 | -1,66 | 1.388 | -11,43 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 1.132 | 0,00 | 483 | -9,91 | ||||
| 2026-03-12 | 13F | Vericrest Private Wealth | 2.364 | 1.119 | ||||||
| 2026-02-03 | 13F | Bokf, Na | 101.393 | 4,13 | 47.989 | 5,21 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 2.298 | 0,09 | 980 | -9,85 | ||||
| 2026-01-26 | 13F | Childress Capital Advisors, Llc | 968 | 4,65 | 458 | 5,77 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 75.585 | 0,16 | 35.774 | 1,21 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 33.839 | 1,65 | 16.016 | 2,71 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 7.489 | -2,01 | 3.545 | -1,01 | ||||
| 2026-02-05 | 13F | Odyssey Capital Advisors, Inc. | 1.106 | 523 | ||||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 1.419 | 0,00 | 672 | 1,05 | ||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 777 | 0,00 | 368 | 1,10 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 35.234 | 231,05 | 16.676 | 234,52 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 14.866 | -0,06 | 6.339 | -9,97 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 4.977 | -1,27 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 194.070 | -0,34 | 91.853 | 0,70 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 14.813 | 40,22 | 7.011 | 41,67 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 538 | 0,19 | 231 | -9,06 | ||||
| 2026-01-26 | 13F | Moran Wealth Management, LLC | 1.312 | 621 | ||||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 18.557 | 8.783 | ||||||
| 2026-04-21 | 13F | Foster & Motley Inc | 891 | 3,85 | 0 | |||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Ball & Co Wealth Management Inc. | 68.372 | -11,30 | 32 | -11,11 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 562 | -16,49 | 240 | -24,84 | ||||
| 2026-02-12 | 13F | Oder Investment Management, LLC | 948 | 0,00 | 449 | 1,13 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 7.276 | -0,61 | 3.103 | -10,45 | ||||
| 2026-02-17 | 13F | Waverton Investment Management Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Sather Financial Group Inc | 472 | 0,21 | 223 | 1,36 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 1.290 | 0,00 | 611 | 0,99 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 1.873 | -8,01 | 799 | -17,13 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 32.777 | 8,84 | 15.513 | 9,97 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 1.159 | 0,00 | 548 | 1,11 | ||||
| 2026-02-11 | 13F | Invst, LLC | 535 | 0,00 | 253 | 1,20 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1.384 | -0,72 | 590 | -10,47 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 970 | -0,41 | 414 | -10,22 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Collar Capital Management, LLC | 1.200 | -7,69 | 568 | -6,74 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 18.156 | -1,56 | 8.593 | -0,53 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 442 | 0,00 | 209 | 0,97 | ||||
| 2026-02-06 | 13F | Kimelman & Baird, LLC | 130 | 0,00 | 62 | 1,67 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 673 | 0,00 | 315 | 0,00 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 3.067 | -32,61 | 1.452 | -31,91 | ||||
| 2026-01-26 | 13F | Invested Advisors | 6.665 | 109,99 | 3.155 | 145,83 | ||||
| 2026-02-11 | 13F | Capital International Investors | 1.804 | 860 | ||||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 12.501 | 0,55 | 5.917 | 1,60 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 1.090 | -0,46 | 516 | 0,58 | ||||
| 2026-02-13 | 13F | Intrepid Financial Planning Group LLC | 34.482 | -0,48 | 16.306 | 0,47 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 20.707 | -0,64 | 8.829 | -10,48 | ||||
| 2026-02-17 | 13F | Tannin Capital LLC | 2.618 | 1.239 | ||||||
| 2026-02-10 | 13F | One Capital Management, LLC | 41.800 | 0,76 | 19.784 | 1,82 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1.278 | 0,08 | 599 | -1,32 | ||||
| 2026-02-17 | 13F | Delaware Management Holdings, Inc. | 8.227 | 3.894 | ||||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Baring Financial LLC | 1.668 | 0,79 | 711 | -9,20 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 526 | 0,00 | 224 | -9,68 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 5.266.916 | 1,85 | 2.492.831 | 2,92 | ||||
| 2026-02-13 | 13F | Novus Advisors, Llc | 1.230 | -0,57 | 582 | 0,52 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 21.093 | -0,43 | 9.983 | 0,60 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 557 | 0,00 | 238 | -9,89 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 73.501 | -0,96 | 31.341 | -10,78 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 49.057 | -10,18 | 20.969 | -20,48 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 4.102 | -6,56 | 1.941 | -5,59 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 846 | 8,05 | 361 | -2,70 | ||||
| 2026-04-22 | 13F | Motco | 1.858 | -14,73 | 792 | -23,18 | ||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 2.290 | 0,09 | 1 | 0,00 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 116 | 0,00 | 49 | -9,26 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 144 | 0,00 | 68 | 1,49 | ||||
| 2026-04-15 | 13F | Home Federal Bank Of Tennessee | 4.860 | -2,02 | 2.072 | -11,72 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 1.677 | 0,00 | 794 | 1,02 | ||||
| 2026-01-26 | 13F | Prosperity Financial Group, Inc. | 565 | -3,09 | 267 | -2,20 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 4.206 | 0,00 | 1.991 | 1,02 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 19.300 | -0,39 | 9.040 | 0,53 | ||||
| 2026-02-10 | 13F | Meridian Management Co | 8.390 | 0,00 | 3.971 | 1,04 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 564 | -8,14 | 240 | -17,24 | ||||
| 2026-02-24 | 13F | Nolet Wealth Management, LLC | 8.672 | 4.104 | ||||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 928 | 71,53 | 396 | 54,30 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 68.251 | -3,77 | 32.303 | -2,76 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 2.855 | -6,15 | 1.217 | -15,43 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 26.662 | -0,87 | 12.619 | 0,17 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 494 | 234 | ||||||
| 2025-10-28 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 977 | 0,10 | 462 | 1,09 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 74.445 | 76,54 | 35.235 | 78,38 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 2.007 | 6,08 | 950 | 7,11 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 10.416 | 0,00 | 4.441 | -9,90 | ||||
| 2026-02-19 | 13F | First Growth Capital LLC | 859 | 393 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 3.079 | -1,60 | 1.457 | -0,55 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 21.457 | 3,52 | 9.149 | -6,74 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 51.653 | 0,00 | 22 | -8,33 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 3.324 | 21,58 | 1.418 | 9,51 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 432 | 0,00 | 204 | 0,99 | ||||
| 2026-02-13 | 13F | Kensington Asset Management, LLC | 224.830 | 0,00 | 107.233 | 1,82 | ||||
| 2026-02-11 | 13F | Prism Planning Partners LLC | 688 | 326 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 964.215 | 20,77 | 456.363 | 22,03 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 4.621 | 2 | ||||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 3.762 | -36,39 | 1.781 | -35,74 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 580 | 0,00 | 275 | 1,11 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 1.285 | 608 | ||||||
| 2026-02-06 | 13F | AAFCPAs Wealth Management, LLC | 3.553 | -0,48 | 1.682 | 0,54 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 9.969 | 0,60 | 4.718 | 1,64 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 59 | 0,00 | 28 | 0,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 14.461 | 0,76 | 6.166 | -9,22 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 764 | -5,91 | 326 | -15,36 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 10.926 | -7,29 | 4.659 | -16,48 | ||||
| 2026-02-13 | 13F | Biondo Investment Advisors, LLC | 7.173 | 0,65 | 3.395 | 1,71 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 1.101 | 0,00 | 521 | 1,17 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 22.757 | 4,54 | 9.704 | -5,82 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 44.544 | -8,06 | 21.083 | -7,10 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 789 | 0,00 | 336 | -9,92 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 127.301 | -1,47 | 60.251 | -0,44 | ||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 571 | 0,18 | 270 | 1,50 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 1.285 | 0,00 | 569 | -6,41 | ||||
| 2026-04-13 | 13F | Trust Co | 674 | 0,00 | 287 | -10,03 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 7.400 | -4,57 | 3.503 | -3,58 | ||||
| 2026-04-08 | 13F | JBR Co Financial Management Inc | 1.034 | 0,00 | 489 | 0,00 | ||||
| 2026-04-24 | 13F | Balentine LLC | 5.535 | -1,49 | 2.360 | -11,24 | ||||
| 2026-02-09 | 13F | King Wealth | 1.922 | 0,00 | 1 | |||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 1.350 | 639 | ||||||
| 2026-01-29 | 13F | Retirement Solution Inc. | 1.876 | 6,35 | 888 | 7,38 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 1.658 | -5,37 | 707 | -14,84 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 21.712 | -3,00 | 10.276 | -1,98 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 6.239 | -0,13 | 2.660 | -10,01 | ||||
| 2026-01-29 | 13F | Schnieders Capital Management, Llc. | 3.304 | 0,00 | 1.564 | 1,03 | ||||
| 2026-02-10 | 13F | Ted Buchan & Co | 449 | 213 | ||||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 12.016 | -18,65 | 5.687 | -17,79 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 580 | 0,00 | 267 | -4,30 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 2.521 | -9,09 | 1.075 | -18,14 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 691 | 327 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 4.959 | -0,38 | 2.115 | -10,27 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 17.163 | -1,33 | 8.123 | -0,29 | ||||
| 2026-02-06 | 13F | Berbice Capital Management LLC | 3.329 | 0,00 | 1.576 | 1,03 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 536 | -30,66 | 254 | -30,11 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 5.023 | 9,43 | 2.377 | 10,61 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 435 | 495,89 | 185 | 444,12 | ||||
| 2026-01-27 | 13F | Portfolio Strategies, Inc. | 96.378 | -0,73 | 45.615 | 0,31 | ||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 10.804 | 0,09 | 5.113 | 1,13 | ||||
| 2026-02-12 | 13F | Carson Advisory Inc. | 785 | -4,85 | 372 | -3,89 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 4.855 | -5,18 | 2.298 | -4,21 | ||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 616 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 2.123 | -8,02 | 1.005 | -7,12 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Suncoast Equity Management | 8.051 | 16,46 | 3.811 | 17,67 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 751 | 0,00 | 320 | -9,86 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 1.163 | 496 | ||||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 10.090 | 20,94 | 4.790 | 20,69 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 3.115 | 50,19 | 1.474 | 51,80 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 3.705 | 1.615,28 | 2 | |||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 7.285 | 0,00 | 2.556 | -9,87 | ||||
| 2026-01-08 | 13F | Integrated Capital Management, Inc. | 5.397 | -0,42 | 2.555 | 0,63 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 1.549 | 92,90 | 733 | 94,95 | ||||
| 2026-02-10 | 13F | Glassy Mountain Advisors, Inc. | 523 | 0,00 | 248 | 1,23 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 8.081 | -6,03 | 3.825 | -5,06 | ||||
| 2026-02-12 | 13F | Atalanta Sosnoff Capital, Llc | 2.932 | -22,33 | 1.388 | -21,55 | ||||
| 2026-04-24 | 13F | Randolph Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Reliant Wealth Planning | 1.347 | 0,00 | 638 | 1,11 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 75.060 | -3,69 | 35.526 | -2,69 | ||||
| 2026-01-22 | 13F | Cascade Investment Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 3.645 | 0,00 | 1.725 | 1,05 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 1.221 | 578 | ||||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 2.464 | -22,34 | 1.166 | -21,53 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 865 | -4,74 | 411 | -4,20 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 249.401 | -2,30 | 118.042 | -1,28 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 18.588 | 83,97 | 7.465 | 57,73 | ||||
| 2026-02-17 | 13F | Fred Alger Management, Llc | 23.238 | 0 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 5.078 | -11,99 | 2.165 | -20,70 | ||||
| 2026-01-29 | 13F | UBS Group AG | Put | 200 | -33,33 | 95 | -32,86 | |||
| 2026-01-29 | 13F | UBS Group AG | 4.895.249 | -16,89 | 2.316.921 | -16,02 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 2.582 | 22,49 | 1.222 | 23,81 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 887 | 0,11 | 420 | 1,21 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 666.557 | -2,06 | 315.482 | -1,04 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 11.450 | -2,13 | 4.882 | -11,81 | ||||
| 2026-02-17 | 13F | Shelton Capital Management | 1.419 | 0,00 | 671 | 1,05 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 226 | 0,00 | 96 | -9,43 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 15.575 | 0,35 | 7.372 | 1,40 | ||||
| 2026-02-12 | 13F | Saiph Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 6.991 | -0,77 | 3.309 | 0,27 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 3.607 | 6,31 | 1.538 | -4,17 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 5.029 | -1,16 | 2.144 | -10,96 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 337 | 13,09 | 160 | 14,39 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 825 | 0,00 | 352 | -10,00 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 25.622 | -1,11 | 12.127 | -0,08 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 1.342 | -4,14 | 572 | -13,60 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 5.578 | 0,00 | 2.378 | -9,92 | ||||
| 2026-03-24 | 13F | Old North State Trust, LLC | 1.250 | 0,00 | 1 | |||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 668 | -3,19 | 316 | -2,17 | ||||
| 2025-11-14 | 13F | DRW Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Robinson Smith Wealth Advisors Llc | 8.125 | 1,61 | 3.846 | 2,67 | ||||
| 2026-04-10 | 13F | Linden Thomas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Patten Group, Inc. | 23.784 | -4,84 | 10.141 | -14,27 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 396 | 28,16 | 169 | 15,07 | ||||
| 2026-04-16 | 13F | jvl associates llc | 9.112 | 0,00 | 3.885 | -9,90 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 1.610 | 687 | ||||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 999 | 0,00 | 426 | -9,96 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 29.340 | -1,45 | 13.887 | -0,42 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 1.022 | 0,00 | 436 | -9,94 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 18 | 8 | ||||||
| 2025-11-14 | 13F | Quantinno Capital Management LP | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-20 | 13F | Breakwater Capital Group | 47.039 | 8,40 | 20.057 | -2,34 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 15.622 | 0,03 | 7.394 | 1,07 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 1.629 | 2,52 | 771 | 3,63 | ||||
| 2026-04-07 | 13F | InvesTrust | 7.706 | -0,26 | 3.286 | -10,15 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 195 | 0,00 | 83 | -9,78 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 110.460 | 3,17 | 47.186 | -7,10 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 9.350 | -0,49 | 4.426 | 0,55 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 1.680 | 136,62 | 795 | 139,46 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 4.165 | 0,00 | 1.776 | -9,94 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 968 | 0,00 | 413 | -10,04 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 3.311 | 0,88 | 1.412 | -9,08 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 118.431 | 0,18 | 50.499 | -9,75 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 502 | 3,93 | 216 | -5,29 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 750 | 0,00 | 355 | 0,85 | ||||
| 2026-02-02 | 13F | Objectivity Squared, LLC | 38.973 | 0,69 | 18.446 | 1,74 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 915 | 1,55 | 433 | 2,61 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 5.589 | 0,43 | 2.383 | -9,49 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 581 | 1,22 | 261 | -5,80 | ||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 1.064 | 504 | ||||||
| 2026-02-12 | 13F | Hohimer Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 101 | 0,00 | 43 | -8,51 | ||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 531 | 0,00 | 251 | 1,21 | ||||
| 2026-02-11 | 13F | Wharton Business Group, LLC | 8.454 | -8,60 | 4.001 | -7,64 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 118.246 | 13,40 | 50.420 | 2,17 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 1.344 | 99,70 | 636 | 101,90 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 2.342 | 0,00 | 1.097 | 10,36 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 822 | 0,00 | 389 | 1,04 | ||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 5.426 | 2.568 | ||||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 9.108 | 0,00 | 3.884 | -9,91 | ||||
| 2026-04-27 | 13F | Counterweight Ventures, LLC | 18.395 | -5,04 | 7.844 | -14,45 | ||||
| 2026-02-10 | 13F | Kesler, Norman & Wride, LLC | 2.932 | 1.388 | ||||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 223 | 0,00 | 105 | 0,96 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 4.884 | -0,35 | 2.082 | -10,22 | ||||
| 2026-04-17 | 13F | McHugh Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Boston Research & Management Inc | 643 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 200 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 40.967 | 1,92 | 19.390 | 2,98 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 1.111 | 0,00 | 478 | -9,66 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 956 | 1,38 | 453 | 2,49 | ||||
| 2026-01-21 | 13F | Persium Advisors, LLC | 1.774 | -3,90 | 840 | -2,89 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 574 | 0,00 | 245 | -9,96 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 1.516 | 9,06 | 646 | -1,67 | ||||
| 2026-02-11 | 13F | ARK Investment Management LLC | 1.219 | 68,60 | 577 | 70,41 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 46.660 | -0,68 | 22.084 | 0,36 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 946 | 0,00 | 403 | -9,84 | ||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 1.416 | 0,07 | 670 | 1,21 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 138 | 0,00 | 65 | 1,56 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.082 | 0,06 | 1.459 | 1,11 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 16.912 | 8.004 | ||||||
| 2026-01-29 | 13F | First National Bank & Trust Co Of Newtown | 741 | 0,00 | 351 | 0,86 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 3.043 | 0,00 | 1.440 | 1,05 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 3.005 | -0,43 | 1.422 | 0,64 | ||||
| 2026-02-04 | 13F | Sanchez Wealth Management Group | 81.479 | -2,07 | 38.564 | -1,05 | ||||
| 2026-02-13 | 13F | Clifford Group, LLC | 5.490 | -5,48 | 2.598 | -4,49 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 7.757 | -1,83 | 3.671 | -0,81 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 751 | 2,04 | 320 | -8,05 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 5.211 | -0,40 | 2.466 | 0,65 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6.311 | 9,02 | 2.691 | -1,75 | ||||
| 2026-02-12 | 13F | Umpqua Bank | 3.216 | 4,04 | 1.522 | 5,47 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 1.452 | 0,00 | 619 | -9,90 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 3.242 | -0,89 | 1.382 | -10,72 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 53.680 | -17,15 | 25.407 | -16,29 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 59.303 | -0,84 | 25.287 | -10,67 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 2.243 | 1.062 | ||||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 307 | 0,00 | 145 | 1,40 | ||||
| 2026-02-12 | 13F | Guardsman Private Capital Management, Inc. | 1.353 | 641 | ||||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 2.948 | -25,10 | 1.257 | -32,49 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 4.020 | 0,02 | 1.902 | 1,06 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 1.852.198 | -2,28 | 880.609 | -0,58 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 804 | -72,10 | 343 | -74,93 | ||||
| 2026-02-10 | 13F | Mycio Wealth Partners, Llc | 17.958 | 0,09 | 8.500 | 1,13 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 33.898 | -58,15 | 14.454 | -62,29 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 80 | 2,56 | 34 | -5,56 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 558 | 264 | ||||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 3.736 | -5,32 | 1.768 | -4,33 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 1.369 | 45,79 | 648 | 47,38 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 6.242 | -0,68 | 2.662 | -10,52 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 1.704 | 0,00 | 807 | 1,13 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 1.136 | 0,00 | 535 | 0,56 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 1.976 | -0,65 | 935 | 0,43 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 24.377 | 8,49 | 11.538 | 9,62 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 480 | 0,00 | 205 | -10,13 | ||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 721 | 0,14 | 341 | 1,19 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 4.309 | 36,66 | 1.837 | 23,12 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 5.549 | 10,52 | 2.366 | -0,42 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2.838 | 1,25 | 1.343 | 2,21 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 4.784 | 2,03 | 2.040 | -8,11 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 1.415 | 0,00 | 603 | -9,87 | ||||
| 2026-04-21 | 13F | Altus Wealth Management, LLC | 1.543 | 0,00 | 658 | -10,00 | ||||
| 2026-01-26 | 13F | Cordatus Wealth Management LLC | 13.059 | -84,70 | 6.181 | -84,54 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 45.364 | -2,21 | 19.343 | -11,90 | ||||
| 2026-04-16 | 13F | Security National Bank | 491 | 0,00 | 209 | -9,91 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 106.200 | -20,21 | 50.264 | -19,38 | |||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 13.756 | 0,01 | 5.866 | -9,89 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 1.542 | 5,18 | 730 | 6,27 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 107.700 | -29,38 | 50.974 | -28,64 | |||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 7.825 | 3.704 | ||||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 69 | 0,00 | 33 | 0,00 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 3.046 | 71,90 | 1.299 | 54,89 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 717 | 0,00 | 340 | 0,89 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 813.789 | 38,67 | 385.166 | 40,12 | ||||
| 2026-02-13 | 13F | Zuckerman Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Potentia Wealth | 19.965 | 11,90 | 9.450 | 13,07 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 3.573 | -0,14 | 1.691 | 0,96 | ||||
| 2026-01-26 | 13F | Baxter Bros Inc | 505 | 0,00 | 239 | 1,27 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 475 | -34,84 | 203 | -41,45 | ||||
| 2026-02-06 | 13F | Hardy Reed LLC | 27.637 | -0,12 | 13.081 | 0,93 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 2.050 | 68,31 | 970 | 70,18 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 1.517 | -8,23 | 647 | -17,39 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 2.582 | 0,19 | 1.222 | 1,24 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 11.773 | -1,56 | 5.020 | -11,33 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 1.321 | 0,46 | 625 | 0,97 | ||||
| 2026-02-06 | 13F | Wilian Securities, LLC | 1.118 | 529 | ||||||
| 2026-01-20 | 13F | Prospera Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 8.914 | 8,18 | 4.220 | 9,78 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 7.444 | 0,96 | 3.523 | 2,03 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 534 | 19,73 | 253 | 21,15 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 873 | 0,00 | 372 | -9,93 | ||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 531 | -66,81 | 251 | -66,49 | ||||
| 2026-01-28 | 13F | Legacy Capital Group California, Inc. | 900 | 426 | ||||||
| 2026-04-23 | 13F | Ewa, Llc | 3.773 | -0,16 | 1.609 | -10,07 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 732 | 0,00 | 312 | -9,83 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 2.233 | -39,04 | 952 | -45,07 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 68 | 0,00 | 29 | -12,50 | ||||
| 2026-01-27 | 13F | Plimoth Trust Co Llc | 925 | 0,00 | 438 | 0,92 | ||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 5.240 | 0,52 | 2.480 | 1,60 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 1.492 | 6,88 | 706 | 8,12 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 7.870 | 3,62 | 3.356 | -6,65 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 697 | -28,44 | 0 | |||||
| 2026-02-10 | 13F | AdvisorShares Investments LLC | 34.636 | 16.393 | ||||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 5.091 | -0,76 | 2.171 | -10,63 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 1.041 | -83,83 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 1.863 | 36,28 | 794 | 22,91 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 950 | -0,52 | 450 | 0,45 | ||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 651 | 14,41 | 308 | 15,79 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 9.951 | -0,51 | 4.243 | -10,35 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 703 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 109 | 0,00 | 52 | 0,00 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 591 | -36,52 | 252 | -42,95 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 462 | 65,00 | 219 | 66,41 | ||||
| 2026-02-17 | 13F | Westwood Holdings Group Inc | 4.458 | -0,29 | 2.110 | 0,72 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 657.578 | 1.752,59 | 311.232 | 1.771,95 | ||||
| 2026-02-13 | 13F | Cetera Trust Company, N.A | 666 | 0,00 | 315 | 1,29 | ||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 1.208 | 515 | ||||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 3.313 | -1,40 | 1.568 | -0,38 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 20.454 | 4,94 | 8.722 | -5,45 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 114.140 | -4,77 | 54.022 | -3,78 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 3.150 | 0,06 | 1.491 | 1,09 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 2.485 | 0,00 | 1.176 | 1,12 | ||||
| 2025-11-10 | 13F | Advyzon Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 3.339 | -1,45 | 1.424 | -11,23 | ||||
| 2026-04-22 | 13F | AGH Wealth Advisors, LLC | 1.450 | 0,00 | 618 | -9,91 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 43.487 | 3,17 | 18.543 | -7,06 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 2.933 | 1.388 | ||||||
| 2026-02-13 | 13F | W Advisors, Llc | 12.141 | 1,09 | 5.746 | 2,15 | ||||
| 2026-02-17 | 13F | Wealthedge Investment Advisors, Llc | 3.254 | -6,28 | 1.540 | -5,29 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 12.949 | 0,54 | 6.129 | 1,57 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 2.818 | 0,11 | 1.334 | 1,14 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 1.396 | -0,71 | 661 | 0,30 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 2.718 | -33,02 | 1.159 | -39,69 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 15.349 | -37,00 | 7.265 | -36,34 | ||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 1.666 | 2,52 | 789 | 14,37 | ||||
| 2026-02-13 | 13F | KilterHowling LLC | 2.091 | 0,10 | 990 | 1,12 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 1.270 | 0,00 | 601 | 1,18 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 4.960 | -2,46 | 2.348 | -1,43 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 111.632 | -1,68 | 52.835 | -0,65 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 1.703 | 86,73 | 806 | 88,76 | ||||
| 2026-02-06 | 13F | Orcam Financial Group | 750 | 0,00 | 355 | 0,85 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 18.235 | 0,48 | 8.630 | 1,53 | ||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 30.469 | -2,36 | 14 | -6,67 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 1.610 | -1,35 | 687 | -11,14 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 432 | 205 | ||||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 16.286 | 0,00 | 6.944 | -9,91 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 12.790 | -1,57 | 5.454 | -11,33 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 45.134 | 71,81 | 21.362 | 72,05 | ||||
| 2026-02-12 | 13F | Brightwater Advisory LLC | 7.958 | -0,08 | 3.767 | 0,97 | ||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 99.302 | 13,93 | 47.000 | 15,12 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 49 | 0,00 | 23 | 4,55 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 49.314 | -1,23 | 21.028 | -11,02 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 5.264 | 82,27 | 2.491 | 84,25 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 66 | 28 | ||||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 53.483 | 1,38 | 22.805 | -8,66 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 2.583 | -2,23 | 1.101 | -11,92 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 149 | 0,00 | 66 | -5,71 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 78 | -1,27 | 37 | 9,09 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 18.428 | 0,00 | 8.722 | 1,04 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 194.083 | -0,72 | 91.859 | 0,31 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 444 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 411.047 | -0,04 | 194.548 | 1,00 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 740 | 0,00 | 316 | -10,00 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 5.348 | -2,83 | 2.531 | -1,82 | ||||
| 2026-02-18 | 13F | Sierra Capital LLC | 9.718 | 0,00 | 5 | 0,00 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 1.726 | -33,95 | 817 | -33,28 | ||||
| 2026-02-18 | 13F | Standard Family Office LLC | 380 | 0,00 | 180 | 1,13 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 250 | 0,00 | 118 | 0,85 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 27.636.174 | 2,17 | 13.080.203 | 3,24 | ||||
| 2026-04-22 | 13F | Braun Stacey Associates Inc | 750 | -6,02 | 320 | -15,38 | ||||
| 2026-02-13 | 13F | Walleye Trading LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-09 | 13F | OFS Enterprise LLC | 24.681 | 10.524 | ||||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 12.295 | -31,63 | 5.819 | -30,92 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 2.076 | 0,00 | 983 | 1,03 | ||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 1.074 | 0,09 | 464 | -8,86 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 611 | 0,00 | 289 | 1,05 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-02-09 | 13F | First National Trust Co | 9.079 | -1,01 | 4.297 | 0,02 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 8.258 | -12,11 | 3.909 | -11,20 | ||||
| 2025-11-04 | 13F | Gitterman Wealth Management, LLC | 2.111 | 0,00 | 989 | 10,27 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 1.143 | 0,00 | 541 | 0,93 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 2.209 | -2,04 | 942 | -11,81 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 15.596 | -0,19 | 7.382 | 0,85 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 11.107 | 1,66 | 5.257 | 2,72 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 728 | 0,00 | 311 | -9,88 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 21.410 | -1,20 | 9.129 | -10,99 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 505 | 0,00 | 215 | -9,28 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 15.453 | -5,34 | 7.314 | -4,36 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 35 | 6,06 | 15 | -6,67 | ||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 8.736 | 0,54 | 3.725 | -9,41 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 27.124 | 5,14 | 11.566 | -5,95 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 4.828 | -0,72 | 2.059 | -10,56 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 5.961 | -2,65 | 2.542 | -12,32 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 13 | 6 | ||||||
| 2026-01-29 | 13F | Blodgett Wealth Advisors, Llc | 48.605 | -0,46 | 23.005 | 0,58 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 125 | 0,00 | 53 | -10,17 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 11.769 | 0,27 | 5.513 | 10,62 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 34.995 | -2,07 | 16.563 | -1,05 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 1.074 | 20,67 | 508 | 22,12 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 2.087 | 2,40 | 988 | 2,81 | ||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 2.967 | -1,62 | 1.404 | -0,57 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 8.415 | 6,18 | 3.588 | -4,35 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 1.093 | 1 | ||||||
| 2025-11-12 | 13F | Quantbot Technologies LP | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 9.548 | -0,91 | 4.071 | -10,72 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 1.256 | -19,80 | 594 | -18,96 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 5.159 | -0,62 | 2.200 | -10,46 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 7.256 | 3.094 | ||||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 12.563 | 0,00 | 5.357 | -9,92 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 1.931 | 0,00 | 823 | -9,86 | ||||
| 2026-04-23 | 13F | Bell Bank | 1.541 | -9,35 | 657 | -18,28 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 2.344 | 1.109 | ||||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 1.332 | 0,00 | 568 | -10,00 | ||||
| 2026-01-30 | 13F | DMKC Advisory Services, LLC | 941 | 0,00 | 445 | 1,14 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 3.621 | -1,44 | 1.544 | -11,16 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 47.695 | -0,56 | 20.337 | -10,42 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 31.379 | 7,79 | 13.380 | -2,90 | ||||
| 2026-01-27 | 13F | PFG Advisors | 3.433 | -32,61 | 1.625 | -31,91 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 301.211 | 3,35 | 142.563 | 4,42 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 1.258 | -7,97 | 596 | -7,03 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 3.069 | 28,79 | 1.452 | 30,11 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 529 | 0,00 | 226 | -10,00 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 6.653 | 0,00 | 3.149 | 1,03 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 3.011 | 2,07 | 1.425 | 3,19 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 3.677 | -2,00 | 1.740 | -0,97 | ||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 10.059 | 0,00 | 5 | 0,00 | ||||
| 2026-01-22 | 13F | Montz Harcus Wealth Management LLC | 630 | 0,00 | 298 | 1,36 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 1.119 | -28,91 | 477 | -35,97 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 7.093 | -14,60 | 3.357 | -13,73 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 55.455 | 1,87 | 23.646 | -8,23 | ||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 156.838 | -2,22 | 74.231 | -1,20 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 16.565 | -1,32 | 7.840 | -0,28 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 8.035 | 3.803 | ||||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 35.558 | 3,51 | 15.162 | -6,74 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 2.378 | 6,26 | 1.126 | 7,35 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 99.977 | -0,62 | 42.630 | -10,47 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 51.977 | 12,47 | 22.356 | 2,20 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 15 | 0,00 | 7 | 0,00 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 10.174 | 2,98 | 4.764 | -1,49 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 59 | 0,00 | 28 | 0,00 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 7.485 | 1,53 | 3.543 | 2,58 | ||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 1.913 | 1,06 | 905 | 2,14 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.755.659 | 1,73 | 1.777.554 | 2,80 | ||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 5.652 | 497,46 | 2.675 | 503,84 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 20.765 | 3,49 | 9.828 | 4,58 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 4.403 | -17,02 | 1.878 | -25,25 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 4.957 | -4,64 | 2.346 | -3,62 | ||||
| 2026-02-13 | 13F | Capula Management Ltd | 3.748 | 1.774 | ||||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 919 | 0,00 | 392 | -9,89 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 1.166 | 0,00 | 497 | -9,80 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 3.354 | 0,33 | 1.588 | 1,34 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 7.858 | 0,00 | 3.351 | -9,92 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 1.209 | 109,90 | 516 | 89,34 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 1.833 | 69,72 | 868 | 71,68 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 2.041 | -3,45 | 870 | -13,00 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 4.855 | -32,73 | 2.070 | -39,39 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 482.211 | 0,58 | 228.230 | 1,63 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 183 | 0,00 | 87 | 1,18 | ||||
| 2025-11-13 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 969 | 413 | ||||||
| 2026-02-05 | 13F | Presper Financial Architects, LLC | 22.264 | 0,80 | 10.538 | 1,85 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5.964 | 3,70 | 2.543 | -6,58 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 2.047 | -0,05 | 969 | 0,94 | ||||
| 2026-01-27 | 13F | Ring Mountain Capital, LLC | 1.802 | -7,83 | 1 | |||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 4.343 | -7,18 | 2.056 | -6,25 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 551 | 0,00 | 235 | -10,00 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 1.199 | 15,85 | 568 | 17,15 | ||||
| 2026-02-19 | 13F | TMB Capital Partners, LLC | 1.238 | 586 | ||||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 4.408 | -53,24 | 2.086 | -52,75 | ||||
| 2026-01-12 | 13F | Ryan Investment Management, Inc. | 48.216 | -27,39 | 22.821 | -26,64 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 26 | 0,00 | 12 | 0,00 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 435 | 0,00 | 206 | 0,99 | ||||
| 2026-02-13 | 13F/A | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 1.189 | 0,00 | 507 | -9,96 | ||||
| 2026-02-13 | 13F | Granville Capital, Inc. | 1.094 | 518 | ||||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 9.051 | 3,77 | 4.284 | 4,87 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 1.531 | 247,17 | 653 | 213,46 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 797 | 0,00 | 340 | -10,08 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 1.917 | -3,28 | 817 | -12,90 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 2.288 | 0,00 | 1.083 | 1,12 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 914 | 6,28 | 433 | 7,46 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 914 | 0,00 | 395 | -9,01 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 2.046 | -1,78 | 872 | -11,47 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 739 | 0,00 | 346 | 10,54 | ||||
| 2026-02-10 | 13F | JTC Employer Solutions Trusteee Ltd | 2.016 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 584.629 | 1,01 | 276.706 | 2,07 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 600 | 0,00 | 281 | 10,63 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 117.015 | 2,18 | 55.383 | 3,25 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 47.948 | 122,63 | 22.694 | 124,95 | ||||
| 2026-02-06 | 13F | Private Wealth Advisors, LLC | 2.202 | 0,00 | 1.042 | 1,07 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 565 | 0,00 | 241 | -10,11 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 6.270 | 1,16 | 2.674 | -8,86 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 534 | 0,00 | 253 | 0,80 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 46.577 | -5,25 | 22.045 | -4,26 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 6.621 | 3.134 | ||||||
| 2025-11-12 | 13F | BlackDiamond Wealth Management Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | MetLife Investment Management, LLC | 86.600 | 127,89 | 40.988 | 130,28 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 610 | 0,00 | 260 | -9,72 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 1.025 | 2,71 | 485 | 3,85 | ||||
| 2026-02-13 | 13F | Okabena Investment Services Inc | 11.971 | 0,00 | 5.666 | 1,03 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 46.553 | 0,51 | 19.850 | -9,44 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 629 | 0,00 | 268 | -9,76 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 429 | 0,00 | 203 | 1,50 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 4.869 | -1,46 | 2.076 | -11,21 | ||||
| 2026-02-05 | 13F | Left Brain Wealth Management, LLC | 764 | -38,14 | 362 | -37,54 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 2.930 | 0,00 | 1.387 | 1,02 | ||||
| 2026-02-12 | 13F | Symphony Financial Services, Inc. | 4.624 | 4,64 | 2.188 | 5,75 | ||||
| 2026-02-17 | 13F | Aspirean Wealth, LLC | 482 | 228 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 8.301 | -1,58 | 3.929 | -0,56 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 96 | -4,00 | 45 | -2,17 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 237.958 | 77,35 | 112.634 | 79,21 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 5.093 | -94,82 | 2.172 | -95,33 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 649 | 0,00 | 307 | 1,32 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 2.819 | 0,00 | 1.334 | 1,06 | ||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 3.271 | -7,94 | 1.548 | -6,97 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 11.689 | 52,90 | 5.532 | 54,53 | ||||
| 2026-01-14 | 13F | Alliance Wealth Advisors, LLC | 1.374 | 0,00 | 650 | 1,09 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 8.654 | 0,89 | 3.690 | -9,09 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 606 | 0,00 | 258 | -9,79 | ||||
| 2026-01-23 | 13F | Blue Fin Capital, Inc. | 968 | 0,00 | 458 | 1,10 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 114 | 0,00 | 54 | 0,00 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 603 | 2.915,00 | 257 | 2.755,56 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 20.099 | 10 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 73 | 0 | ||||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 1.175 | 0,09 | 556 | 0,91 | ||||
| 2026-04-24 | 13F | North Point Portfolio Managers Corp/oh | 519 | 0,00 | 221 | -9,80 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 7.144 | -0,38 | 3.381 | 0,68 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 505 | -16,53 | 215 | -24,83 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 126.922 | -2,74 | 60.072 | -1,73 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 3.158 | 1,35 | 1.495 | 2,40 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 681 | 322 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 4.687 | 29,94 | 2.219 | 29,25 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 16.722 | -2,05 | 7.889 | -1,74 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 1.834 | 0,00 | 782 | -9,92 | ||||
| 2026-02-10 | 13F | Brookmont Capital Management | 1.373 | -1,51 | 650 | -0,46 | ||||
| 2026-01-21 | 13F | Alliance Wealth Management Group | 6.638 | 0,00 | 3.142 | 1,03 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 14.698 | 5,28 | 6.267 | -5,15 | ||||
| 2026-02-13 | 13F | Wright Wealth Llc | 805 | 381 | ||||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 24.375 | 11.537 | ||||||
| 2026-04-16 | 13F | Baugh & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 2.569 | 0,43 | 1.095 | -9,50 | ||||
| 2026-02-02 | 13F | Core Alternative Capital | 195 | -2,50 | 92 | -1,08 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 1.385 | 6,62 | 656 | 7,73 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 1.084 | 0,09 | 462 | -9,77 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 37.137 | -0,95 | 17.577 | 0,08 | ||||
| 2026-02-12 | 13F/A | Pinebridge Investments Llc | 5.559 | 2.631 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 9.612 | -2,66 | 4.099 | -12,30 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 3.789 | -5,28 | 1.793 | -4,27 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 3.353 | 55,09 | 1.587 | 56,72 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 880 | -2,76 | 417 | -1,65 | ||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 2.671 | -31,71 | 1.264 | -30,97 | ||||
| 2026-02-13 | 13F | STAR Financial Bank | 44.542 | -1,00 | 21.082 | 0,03 | ||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 1.384 | 23,46 | 655 | 24,76 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 16.483 | -39,72 | 7.801 | -39,09 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 893 | 0,11 | 423 | 1,20 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 2.358 | 17,90 | 1.116 | 19,23 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Auour Investments LLC | 6.004 | -0,41 | 2.560 | -10,27 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 151.001 | 39,09 | 71.469 | 40,54 | ||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 313 | 0,00 | 148 | 1,37 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 1.071 | -0,56 | 457 | -10,41 | ||||
| 2026-02-05 | 13F | Granite Bay Wealth Management, LLC | 593 | -3,58 | 281 | -2,78 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 1.473 | 0,14 | 628 | -9,91 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 541.772 | -10,19 | 256.421 | -9,26 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 7.288 | -6,61 | 3.108 | -15,87 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 492 | 0,20 | 233 | 0,87 | ||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 1.405 | 2,78 | 665 | 3,75 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 102.671 | 4,76 | 48.436 | 4,89 | ||||
| 2026-02-03 | 13F | Pearl Planning LLC | 1.418 | 671 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 572 | 4,00 | 244 | -6,54 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 972 | 0,00 | 414 | -9,80 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 471.407 | 471 | ||||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 612 | 261 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 7.724 | -0,67 | 3.294 | -10,52 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 985.874 | -16,37 | 466.614 | -15,50 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 544 | 0,00 | 232 | -9,73 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 99.437 | -10,36 | 47.064 | -9,43 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 653 | -31,69 | 278 | -38,50 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 21.447 | -4,05 | 10.151 | -3,05 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 388.525 | -0,55 | 183.889 | 0,49 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 21.228 | -5,52 | 10.047 | -4,53 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 2.100 | 994 | ||||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 1.829 | 0,00 | 780 | -9,94 | ||||
| 2026-04-09 | 13F | Beech Hill Advisors, Inc. | 1.336 | 0,00 | 570 | -9,97 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 54 | 0,00 | 25 | 13,64 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 5.189 | 0,00 | 2.456 | 1,03 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 2.503 | 2,79 | 1.067 | -7,38 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 1.930 | 0,00 | 823 | -9,97 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 4.342 | -1,14 | 2.034 | 9,07 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | Put | 28.300 | 18.920 | |||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 13.663 | -1,97 | 5.826 | -11,67 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 44.372 | 0,26 | 18.920 | -9,67 | ||||
| 2026-02-11 | 13F | Monetary Management Group Inc | 12.976 | -6,55 | 6.142 | -5,58 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 22.033 | 11,44 | 10.428 | 12,61 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 526.778 | 2,91 | 249.324 | 3,99 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 1.202 | 0,00 | 513 | -9,86 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 182.248 | 1,80 | 77.710 | -8,29 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 2.240 | -0,58 | 955 | -10,41 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 3.607 | -70,00 | 1.707 | -69,69 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 20.554 | 3,76 | 9.728 | 4,85 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 1.244 | -4,97 | 530 | -14,38 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 773 | 0,13 | 329 | -9,86 | ||||
| 2026-02-17 | 13F | Ducere Wealth Management LLC | 12.503 | 5.918 | ||||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 37.430 | 17.716 | ||||||
| 2026-01-29 | 13F | Beirne Wealth Consulting Services, LLC | 17.785 | -32,81 | 8.419 | -32,09 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 19.637 | 0,00 | 9.294 | 1,04 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 116.778 | 101,95 | 55.271 | 104,06 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 30.024 | -5,98 | 12.802 | -15,30 | ||||
| 2026-04-14 | 13F | Cox Capital Mgt LLC | 551 | 235 | ||||||
| 2026-02-14 | 13F | Torrey Growth & Income Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 53.649 | 4,81 | 25.392 | 5,91 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 28.700 | -73,60 | 13.584 | -73,32 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 262.400 | -12,68 | 124.194 | -11,77 | |||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 123.941 | 25,82 | 58.662 | 27,13 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 3.465 | 1,26 | 1.640 | 2,31 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 3.375 | -6,51 | 1.597 | -5,56 | ||||
| 2026-02-06 | 13F | GLOBALT Investments LLC / GA | 906.369 | -0,79 | 428.984 | 0,25 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 42.303 | -1,49 | 20.022 | 100.010,00 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 6.721 | 29,27 | 3.181 | 30,64 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 598 | -4,01 | 255 | -13,61 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 7.496.501 | 0,95 | 3.548.095 | 2,01 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 16.178 | -7,75 | 7.657 | -6,78 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 2.610 | -9,09 | 1.113 | -18,11 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 795 | 0,00 | 339 | -10,11 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 606 | 287 | ||||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 233.671 | -18,17 | 110.596 | -17,32 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 2.543 | 37,31 | 1.084 | 23,74 | ||||
| 2026-02-12 | 13F | IFC Advisors LLC | 9.421 | 10,60 | 4.459 | 11,76 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 1.706 | 32,15 | 807 | 33,61 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 3.225 | -13,38 | 1.526 | -12,45 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 314.465 | -8,92 | 148.837 | -7,97 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 41.148 | 97,95 | 19.475 | 100,03 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 535 | 0,00 | 253 | 1,20 | ||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 2.573 | 0,00 | 1.218 | 1,00 | ||||
| 2026-04-23 | 13F | Peregrine Capital Management Llc | 1.026 | 437 | ||||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 790 | 0,00 | 297 | 0,00 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 46.377 | -1,80 | 19.775 | -11,53 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 32.701 | 671,43 | 13.943 | 595,06 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 4.197 | -0,02 | 1.986 | 1,02 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 1.307 | 0,00 | 557 | -9,87 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 18.321 | -0,70 | 7.812 | -10,55 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 1.740 | 3,26 | 824 | 4,31 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 2.698 | 0,00 | 1.270 | 0,55 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 10.621 | -2,81 | 5.027 | -1,80 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 47.752 | -0,72 | 23 | 0,00 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 18.311 | 0,00 | 8.667 | 0,00 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 661 | -8,58 | 282 | -17,60 | ||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 4.279 | -15,92 | 2.025 | -17,46 | ||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 112 | 53 | ||||||
| 2026-04-23 | 13F | Spinnaker Trust | 2.636 | 0,00 | 1.124 | -9,94 | ||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 904 | -3,83 | 428 | -2,95 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 7.889 | 33,19 | 3.364 | 19,98 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 2.484 | 18,51 | 1.185 | 21,31 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 31.592 | 27,57 | 15 | 27,27 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 1.078 | 31,78 | 460 | 18,60 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 263.018 | 4,87 | 124.486 | 5,97 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 975 | -1,52 | 461 | -0,43 | ||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 1.315 | 0,00 | 622 | 1,14 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 75.731 | -0,35 | 32.292 | -12,50 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 12.497 | 76,94 | 6 | 66,67 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 27.206 | -0,23 | 11.601 | -10,11 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 21.491 | -2,59 | 9.164 | -12,24 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 3.429 | -8,12 | 1.623 | -7,21 | ||||
| 2026-02-10 | 13F | Sfmg, Llc | 3.940 | 9,96 | 1.865 | 11,08 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 535 | 0,00 | 228 | -9,88 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 1.479 | 0,00 | 631 | -10,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 46.978 | -6,56 | 20.031 | -15,82 | ||||
| 2026-02-02 | 13F | Wilkins Investment Counsel Inc | 500 | 0,00 | 237 | 0,85 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 270.496 | -0,06 | 128.026 | 0,98 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 1.242 | -1,51 | 530 | -11,24 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 549 | 20,93 | 260 | 22,17 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 2.519 | 12,76 | 1.074 | 1,61 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 3.633 | -1,60 | 1.719 | -0,58 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 1.029 | 0,88 | 487 | 2,10 | ||||
| 2026-02-09 | 13F | New Age Alpha Advisors, LLC | 1.274 | 46,27 | 603 | 47,91 | ||||
| 2026-01-29 | 13F | Calamos Advisors LLC | 1.811 | 857 | ||||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 2.564 | 16,76 | 1.214 | 18,00 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 977 | 0,00 | 417 | -9,96 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 929 | -8,92 | 396 | -17,84 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 4.352 | -8,22 | 2.060 | -7,29 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 437 | 103,26 | 207 | 0,98 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 349.850 | 65,73 | 166 | 68,37 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 13.162 | -3,01 | 6 | -16,67 | ||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 1.342 | 635 | ||||||
| 2026-01-30 | 13F | BancorpSouth Bank | 12.068 | -1,69 | 5.712 | -0,66 | ||||
| 2026-02-12 | 13F | Castleark Management Llc | 3.770 | 1.784 | ||||||
| 2026-01-08 | 13F | Sentinel Wealth Management, Inc. | 1.373 | 0,00 | 650 | 0,93 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 844 | 1,81 | 360 | -8,42 | ||||
| 2025-11-14 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 13.213 | -0,25 | 6.253 | 0,79 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 11.654 | 0,08 | 4.969 | -9,83 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 50.914 | -8,62 | 24.097 | -7,67 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 1.330 | -0,75 | 567 | -10,57 | ||||
| 2026-02-03 | 13F | Kingstone Capital Partners Texas, LLC | 1.726 | 0,12 | 817 | 1,11 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 7.691 | 1,58 | 3.640 | 2,65 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 2.503 | -4,36 | 1.067 | -13,81 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 9.168 | -1,50 | 4.361 | -0,30 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 7.821 | 6,67 | 3.702 | 7,78 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 2.115 | 0,00 | 902 | -9,90 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 64 | 30 | ||||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 15.162 | -1,25 | 6.465 | -11,05 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 50.862 | -1,59 | 24.073 | -0,57 | ||||
| 2026-04-23 | 13F | Ami Asset Management Corp | 14.131 | -80,34 | 6.025 | -82,29 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 4.036 | 1.721 | ||||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 242.771 | 143.551,48 | 114.904 | 145.346,84 | ||||
| 2025-11-06 | 13F | Liberty Square Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wayfinding Financial, LLC | 1.253 | 0,00 | 1 | |||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 614 | 13,70 | 288 | 25,33 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 700 | 0,00 | 331 | 1,22 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.325 | -10,29 | 565 | -19,31 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 7.233 | 231,64 | 3.424 | 235,26 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 12.373 | -4,16 | 5.276 | -13,67 | ||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 4.723 | -26,88 | 2.235 | -26,12 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 17.199 | 19,75 | 8.140 | 21,00 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 2.024 | 64,15 | 958 | 65,86 | ||||
| 2026-02-09 | 13F | Expressive Wealth LLC | 1.650 | 781 | ||||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 742 | -14,22 | 316 | -22,74 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 595 | 282 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 37.282 | 3,04 | 18 | 6,25 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 2.153 | 21,09 | 1.019 | 22,36 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 2.347 | 0,00 | 1.009 | -9,10 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 67.988 | -39,39 | 32.178 | -38,76 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 213 | -26,04 | 91 | -33,82 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 534 | -1,84 | 228 | -11,67 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 508 | -77,40 | 240 | -77,21 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 100.267 | 0,27 | 42.754 | -9,67 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 2.485 | 0,00 | 1.176 | 1,12 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 3.075 | -49,68 | 1.311 | -54,67 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 239 | 3,46 | 113 | 4,63 | ||||
| 2026-02-02 | 13F | Golden Road Advisors Llc | 3.323 | -3,20 | 1.573 | -2,24 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 4.415 | 0,00 | 2.090 | 1,02 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 2.349 | 0,09 | 1.112 | 1,09 | ||||
| 2026-01-21 | 13F | Landaas & Co /wi /adv | 19.712 | -0,58 | 9.330 | 0,46 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.196 | 1,20 | 1.039 | 2,26 | ||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 3.999 | 0,00 | 1.893 | 1,01 | ||||
| 2026-01-12 | 13F | Hillcrest Wealth Advisors - NY, LLC | 8.900 | -3,00 | 4.212 | -1,98 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 15.978 | -0,36 | 6.813 | -10,23 | ||||
| 2026-02-09 | 13F | Legal & General Group Plc | 21.818 | 74,78 | 10.363 | 77,39 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 192 | 0,00 | 91 | 1,12 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 318.840 | -60,05 | 151 | -59,79 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 3.113 | -0,26 | 1.474 | 0,75 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 91.572 | 0,32 | 39.046 | -9,62 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 5.909 | -0,81 | 2.519 | -10,64 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 4.464 | 4,20 | 2.113 | 5,28 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 42.143 | 15,87 | 19.946 | 17,09 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 563 | 0,00 | 266 | 1,14 | ||||
| 2025-11-07 | 13F | Financial Advisors, LLC | 16.915 | 0,01 | 7.923 | 10,32 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 5.401 | 0,06 | 2.303 | -9,86 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 231 | 109 | ||||||
| 2025-11-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 70 | -47,76 | 67 | 19,64 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 497 | -7,45 | 212 | -16,93 | ||||
| 2026-02-09 | 13F | Goodwin Investment Advisory | 523 | 0,00 | 248 | 1,23 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 455 | -4,61 | 215 | -3,59 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 2.046 | 872 | ||||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 14.356 | 135,07 | 6.795 | 137,55 | ||||
| 2026-01-28 | 13F | Sage Private Wealth Group, Llc | 1.959 | 6,64 | 927 | 7,79 | ||||
| 2026-01-27 | 13F | Q3 Asset Management | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 56.739 | 1,72 | 24.193 | -8,36 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 6.404 | -0,77 | 2.731 | -10,61 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 207.280 | 1,02 | 98.106 | 2,07 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 1.529 | 0,00 | 724 | 0,98 | ||||
| 2026-02-12 | 13F | Dsm Capital Partners Llc | 70.639 | 10.242,46 | 33.433 | 10.380,56 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 920 | 0,00 | 392 | -9,89 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 639 | 5,97 | 272 | -4,56 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 17.780 | 4,12 | 8.369 | 1,21 | ||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 515 | 0,00 | 220 | -9,88 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 21.507 | -3,50 | 10.179 | -2,49 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 15.014 | 3,82 | 6.886 | 1,67 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 2.852 | -1,38 | 1.350 | -0,37 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 497 | -22,34 | 212 | -30,13 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 3.903 | 8,15 | 1.847 | 9,29 | ||||
| 2026-02-03 | 13F | Lmcg Investments, Llc | 1.392 | -9,79 | 659 | -8,86 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 7.306 | -4,27 | 3.458 | -3,27 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 2.246 | 0,00 | 1.063 | 1,05 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 4.012 | -44,14 | 1.899 | -43,58 | ||||
| 2026-01-21 | 13F | Hrc Wealth Management, Llc | 1.460 | 0,07 | 691 | 1,17 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 907 | 8,36 | 387 | -2,53 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 31.933 | 36,64 | 14 | 18,18 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 88.138 | 1,07 | 37.582 | -8,94 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 2.257 | 124,13 | 962 | 102,10 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 97 | 1.840,00 | 46 | 2.150,00 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 210.929 | 9,20 | 99.833 | 10,34 | ||||
| 2026-02-12 | 13F | Eight 31 Financial Llc | 2.127 | -7,84 | 1.007 | -6,94 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 561.959 | -1,56 | 239.618 | -11,31 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 470 | -25,98 | 200 | -33,33 | ||||
| 2026-02-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 561 | 20,65 | 266 | 22,12 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 2.751 | -1,43 | 1.173 | -11,14 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1.825 | -1,72 | 778 | -11,39 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 10.608 | -6,64 | 4.359 | -18,93 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 2.169 | -1,00 | 1.027 | 0,00 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 100 | 0,00 | 47 | 2,17 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 8.703 | -2,40 | 3.711 | -12,09 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 27.473 | -1,39 | 13.003 | -0,36 | ||||
| 2026-01-15 | 13F | Range Financial Group LLC | 809 | 0,00 | 383 | 1,06 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 14.598 | 1,46 | 6.225 | -8,59 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1.992 | 0,00 | 850 | -9,87 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 542 | 0,56 | 231 | -9,41 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 37.929 | 4,18 | 17.952 | 5,27 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 807 | -8,61 | 344 | -17,51 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 2.017 | 8,62 | 1 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 547.774 | -0,94 | 259.262 | 0,10 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 1.626 | -2,58 | 770 | -1,54 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 1.256 | -2,48 | 536 | -12,15 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 24.441 | -3,70 | 11.568 | -2,70 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 708 | 0,00 | 335 | 1,21 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 3 | 1 | ||||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 678 | 0,00 | 289 | -10,00 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 12 | -97,99 | 6 | -93,15 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 3.577 | -9,49 | 1.693 | -8,59 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 383 | 0,00 | 181 | 1,12 | ||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 20.230 | -13,67 | 9.575 | -8,30 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 846 | -6,42 | 361 | -15,69 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 9.904 | -9,54 | 4.687 | -8,60 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 3.071 | -6,91 | 1.454 | -5,95 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.282.593 | -0,61 | 607.051 | 0,42 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 4.519 | -2,12 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 128.745 | 579,68 | 60.936 | 586,82 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 3.879 | -2,32 | 1.654 | -12,77 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 3.084 | 2,32 | 1.315 | -7,78 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 3.835 | -47,05 | 1.815 | -46,49 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 71.631 | 0,05 | 33.903 | 1,09 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 859 | -11,63 | 407 | -10,77 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 30.445 | -0,14 | 12.982 | -10,04 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 114 | -56,65 | 49 | -61,29 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 1.310 | 31,13 | 628 | 40,58 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 54 | 0,00 | 23 | -8,00 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 172.114 | -1,33 | 81.462 | -0,30 | ||||
| 2026-02-12 | 13F | First Financial Bankshares Inc | 1.205 | 8,36 | 570 | 9,62 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 57.788 | 12,97 | 27.531 | 13,71 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 5.113 | -20,31 | 2.440 | -19,12 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Cooper Financial Group | 5.096 | -2,88 | 2.173 | -12,53 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 518 | -3,72 | 221 | -13,39 | ||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 2.013 | 0,00 | 953 | 1,06 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 29.968 | -10,62 | 12.779 | -20,72 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 9.804 | -0,57 | 4.640 | 0,48 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 6.461 | 10,26 | 2.755 | -0,69 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 3.306 | -1,02 | 1.409 | -10,82 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 2.743 | -1,19 | 1.216 | -8,23 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 25.570 | 0,05 | 10.903 | -9,87 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 1.669 | -3,25 | 790 | -2,23 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 3.040 | 0,00 | 1.296 | -9,87 | ||||
| 2026-01-30 | 13F | Oakwell Private Wealth Management, LLC | 474 | 0,00 | 224 | 0,90 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.563.061 | 0,24 | 739.797 | 1,29 | ||||
| 2026-04-15 | 13F | City Holding Co | 14.497 | -3,30 | 6.181 | -12,88 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 1.239.621 | 586.738 | ||||||
| 2026-02-06 | 13F | Delta Financial Advisors Llc | 736 | 0,00 | 348 | 1,16 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 4.393 | -10,86 | 1.873 | -19,68 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 26 | 12 | ||||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 184 | 0,00 | 87 | 1,16 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 4.024 | 0,00 | 1.716 | -9,93 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 686 | 0,00 | 325 | 0,93 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 45.821 | 43,15 | 21.687 | 44,64 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 220 | 104 | ||||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 1.093 | 0,46 | 466 | -9,34 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 725 | -27,50 | 309 | -34,67 | ||||
| 2026-04-10 | 13F | Novem Group | 1.186 | 0,08 | 506 | -9,82 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 6.738 | -8,67 | 2.873 | -17,73 | ||||
| 2026-02-03 | 13F | Garner Asset Management Corp | 4 | 2 | ||||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 12.124 | 1,47 | 5.738 | -0,97 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 18.362 | -15,65 | 8.691 | -14,77 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 1.627 | 0,00 | 694 | -10,00 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 1.085 | 0,00 | 514 | 0,98 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 430 | 38,26 | 204 | 40,00 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 482 | -14,84 | 206 | -23,22 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 23.867 | -1,07 | 11.296 | -0,04 | ||||
| 2025-11-12 | 13F | USAdvisors Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 125.643 | -1,34 | 59.467 | -0,31 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 1.812 | 0,00 | 773 | -9,92 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 95.355 | -8,16 | 45.135 | -7,20 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 18.736 | -1,83 | 8.868 | -1,76 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 12.277 | 2,14 | 5.811 | 3,20 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 8.717 | 22,58 | 4.126 | 23,87 | ||||
| 2025-11-17 | 13F | WJ Wealth Management, LLC | 480 | 0,00 | 225 | 10,34 | ||||
| 2026-02-12 | 13F | Canopy Partners, LLC | 657 | 0,00 | 311 | 0,98 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 1.361 | 6,58 | 580 | -3,97 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 546 | 233 | ||||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 12.089 | -22,10 | 5.722 | -21,29 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.491 | 4,66 | 1.062 | -5,68 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1.524 | 1,94 | 650 | -8,20 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 1.251 | 2,54 | 533 | -7,63 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 4.987 | 4,44 | 2.127 | -5,93 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1.473.399 | 3,48 | 697.314 | 4,55 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 2.982 | -0,53 | 1.411 | 0,50 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 722 | 4,64 | 308 | -5,83 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 362 | 0,00 | 154 | -9,94 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 299 | -87,19 | 142 | -87,10 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 1.217 | 576 | ||||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 2.199 | 0,00 | 938 | -9,90 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 1.008 | 0,00 | 477 | 1,06 | ||||
| 2026-04-24 | 13F | Floyd Financial Group Llc | 600 | 0,00 | 281 | 3,31 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Luts & Greenleigh Group, Inc | 5.086 | 0,02 | 2.407 | 1,09 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 255.913 | -2,67 | 121.124 | -1,65 | ||||
| 2026-01-23 | 13F | Kellett Schaffner Wealth Advisors LLC | 758 | 21,09 | 359 | 22,18 | ||||
| 2026-02-06 | 13F | Intrust Bank Na | 4.476 | -0,02 | 2.118 | 1,00 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 17.282 | 0,38 | 7.369 | -9,56 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 1.413 | 0,36 | 510 | 0,99 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 2.883 | -2,50 | 1.229 | -12,15 | ||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 4.223 | -1,61 | 1.999 | -0,60 | ||||
| 2026-01-23 | 13F | Sheridan Capital Management, LLC | 69.519 | 2,87 | 32.904 | 3,95 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 2.525.752 | -0,16 | 1.195.460 | 0,90 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 852 | 17,36 | 363 | 5,83 | ||||
| 2026-02-04 | 13F | Patrick M Sweeney & Associates, Inc | 1.223 | -0,73 | 579 | 0,17 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 6.173 | -1,01 | 2.922 | 0,00 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 1.200 | -4,84 | 511 | -14,26 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 478 | 0,00 | 226 | 1,35 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 13.926 | 14,73 | 6.591 | 15,94 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 140 | 0,00 | 66 | 1,54 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 9.153 | -0,46 | 4.332 | 0,56 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 549 | -11,17 | 260 | -10,38 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 27.515 | -2,96 | 11.732 | -12,58 | ||||
| 2026-02-17 | 13F | Compass Wealth Management, LLC/GA | 643 | -9,44 | 304 | -8,43 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 5.216 | -24,09 | 2.469 | -23,31 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 4.066 | -0,61 | 1.734 | -10,49 | ||||
| 2026-02-12 | 13F | Barnett & Company, Inc. | 1.705 | -0,87 | 807 | 0,12 | ||||
| 2025-11-04 | 13F | Forthright Family Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 5.989 | 21,85 | 2.835 | 23,11 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 282 | 133 | ||||||
| 2026-02-05 | 13F | Evergreen Wealth Partners LLC | 9.269 | 4.387 | ||||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 10.534 | 0,00 | 4.492 | -9,91 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 2.150 | 1 | ||||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 31.862 | -78,91 | 15.080 | -78,69 | ||||
| 2026-02-09 | 13F | NWK Group, Inc. | 2.766 | -8,47 | 1.309 | -7,49 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 2.179 | -1,89 | 1.031 | -0,87 | ||||
| 2026-02-05 | 13F | Tilson Financial Group, Inc. | 6.854 | -0,23 | 3.244 | 0,81 | ||||
| 2026-02-14 | 13F | Dempze Nancy E | 1.500 | 0,00 | 710 | 1,00 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 96.821 | 24,47 | 45.825 | 25,77 | ||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 7.526 | -5,06 | 3.562 | -4,09 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 6.011 | -16,77 | 2.563 | -24,99 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 641 | 0,00 | 303 | 1,00 | ||||
| 2026-02-17 | 13F | ArrowMark Colorado Holdings LLC | 610 | 0,00 | 289 | 1,05 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2.042 | 2,05 | 871 | -8,13 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 852 | 8,40 | 363 | -2,42 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 8.599 | -7,78 | 3.666 | -16,93 | ||||
| 2026-02-13 | 13F | WealthTrust Axiom LLC | 714 | 0,00 | 338 | 0,90 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 172 | 0,00 | 62 | -23,75 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 33.458 | -0,86 | 14.266 | -10,68 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 1.827 | -3,44 | 865 | -2,48 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.562 | -1,76 | 666 | -11,44 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1.494 | 5,96 | 637 | -4,50 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 680 | -45,60 | 322 | -45,13 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 755 | -30,48 | 322 | -37,55 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 1.188 | 0,00 | 507 | -9,96 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 8.178 | 4,97 | 3.870 | 6,06 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 102.464 | -0,71 | 43.640 | -10,53 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 774 | 0,00 | 330 | -9,84 | ||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 24.010 | 0,01 | 11.364 | 1,06 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 9.940 | 6,48 | 4.239 | -4,07 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 265 | 0,00 | 125 | 0,81 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | Put | 28.300 | 13.394 | |||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 1.780 | 0,11 | 843 | 1,20 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 55.163 | -0,23 | 26.109 | 0,81 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 21.798 | 5,60 | 9.295 | -4,86 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 44.832 | 198,36 | 19.129 | 168,99 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 11.183 | 4,33 | 5.293 | 5,42 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 3.027 | 1.433 | ||||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 17.500 | 109,38 | 8.327 | 104,17 | ||||
| 2026-02-09 | 13F | Fidelity D & D Bancorp Inc | 18.305 | 1,21 | 8.664 | 2,27 | ||||
| 2026-02-13 | 13F | Jupiter Wealth Management LLC | 3.735 | 0,00 | 1.677 | -4,17 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 2.845 | -1,59 | 1.213 | -11,40 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 6.771 | -4,77 | 3.205 | -3,78 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 18.546 | -7,22 | 7.908 | -16,42 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 82.959 | 4,82 | 35 | -5,41 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 501 | 0,00 | 237 | 1,28 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 117.900 | -0,97 | 55.802 | 0,06 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 3.063 | 0,07 | 1.306 | -8,49 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 595 | 0,17 | 254 | -9,96 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 11.322 | -3,41 | 5.359 | -2,40 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 1.403 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 2.500 | 1.183 | ||||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 2.253 | 8,53 | 1.067 | 9,67 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 130.580 | 37,55 | 62 | 38,64 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 46.368 | -0,76 | 21.946 | 0,27 | ||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 75.018 | -0,04 | 35.506 | 1,00 | ||||
| 2026-02-13 | 13F | Commerce Bank | 453.533 | -1,84 | 214.657 | -0,82 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 44.277 | -12,49 | 20.956 | -11,58 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 94 | 0,00 | 40 | -9,09 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 2.151 | -37,87 | 917 | -44,02 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 65.873 | -4,13 | 28.088 | -13,63 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 100.861 | 11,93 | 47.738 | 13,10 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 5.922 | 3,69 | 2.803 | 4,79 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 17.586 | -0,14 | 8.323 | 0,90 | ||||
| 2026-02-09 | 13F | MRP Capital Investments, LLC | 393 | 0,00 | 186 | 12,05 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 9.138 | 0,02 | 4.325 | 1,08 | ||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 11.193 | -0,40 | 5.298 | 0,63 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 7.393 | -23,81 | 3.152 | -31,36 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 438 | 491,89 | 189 | 455,88 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 190 | 16,56 | 81 | 5,19 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 3.016 | -0,53 | 1.427 | 0,49 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 999 | 109,43 | 461 | 106,28 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 7.434 | -7,30 | 3.170 | -17,13 | ||||
| 2026-02-12 | 13F | RPg Family Wealth Advisory, LLC | 4.425 | -3,53 | 2.094 | -2,51 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 1.737 | 35,49 | 822 | 37,00 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 253 | 1,20 | 120 | 1,71 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | S&t Bank/pa | 438 | 0,00 | 207 | 0,98 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 85.429 | 12,21 | 36.427 | 1,09 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 2.440 | 0,00 | 1.155 | 1,05 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 19.807 | -2,29 | 9.375 | -1,27 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 2.073 | -0,24 | 884 | -10,17 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 250 | 107 | ||||||
| 2026-04-14 | 13F | R.H. Investment Group, LLC | 2.648 | 1.173 | ||||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 711 | 0,00 | 303 | -9,82 | ||||
| 2026-02-04 | 13F | Provident Investment Management, Inc. | 440 | 0,00 | 208 | 0,97 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 50.362 | -6,61 | 23.836 | -5,63 | ||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 1.214 | 0,00 | 575 | 1,06 | ||||
| 2026-02-17 | 13F | Ehrenkranz Partners L.P. | 9.541 | 39,88 | 4.516 | 41,31 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 6.323 | -1,09 | 2.993 | -0,07 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 5.837 | -0,24 | 2.605 | -5,96 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 991 | -7,81 | 469 | -6,76 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 3.573 | -5,92 | 1.691 | -4,95 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 58 | 0,00 | 25 | -11,11 | ||||
| 2026-02-10 | 13F | Main Management LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | IFS Group,LLC | 558 | 263 | ||||||
| 2025-11-04 | 13F | Legend Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Sfam, Llc | 110 | 52 | ||||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 426 | 0 | ||||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 807 | 0,00 | 344 | -9,71 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 29.350 | 182,43 | 13.891 | 185,35 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 486 | -15,18 | 230 | -14,18 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 1.224 | 0,00 | 522 | -10,02 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 367 | -2,65 | 174 | -2,26 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 6.948 | 0,43 | 3.289 | 1,48 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 22.315 | -1,84 | 9.515 | -11,56 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 3.833 | 0,00 | 1.634 | -9,92 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 1.275 | 603 | ||||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 642 | -0,77 | 304 | 0,33 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 1.337 | 8,79 | 570 | -1,89 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 1.689 | -78,48 | 800 | -78,26 | ||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 76.646 | -31,20 | 36.276 | -30,48 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 35.984 | -9,14 | 15.344 | -18,15 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 4.740 | -1,46 | 2.244 | -0,44 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 1.557 | 0,00 | 664 | -9,92 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 59.019 | -48,55 | 25.166 | -53,65 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 6.246 | 39,26 | 2.663 | 25,49 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 8.429 | 0,00 | 3.989 | 1,04 | ||||
| 2026-01-27 | 13F | Busey Wealth Management | 26.400 | 0,02 | 12.495 | 1,07 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 2.508 | 5,51 | 1.069 | -4,98 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 5.737 | -1,19 | 2.715 | -0,15 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 632 | -3,07 | 270 | -12,66 | ||||
| 2026-01-26 | 13F | Shelton Wealth Management, Llc | 482 | -8,71 | 228 | -7,69 | ||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 8.994 | 2,27 | 4.257 | 3,33 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 2.641 | 0,11 | 1.250 | 1,05 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 19.054 | 0,21 | 8.925 | 10,57 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 7.613 | 43,89 | 3.603 | 45,40 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 39 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 225.323 | -10,69 | 106.646 | -9,76 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 27.065 | 7,60 | 12.810 | 8,73 | ||||
| 2026-02-11 | 13F | Private Management Group Inc | 914 | 4,10 | 433 | 5,11 | ||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 320 | -34,56 | 151 | -34,06 | ||||
| 2026-02-03 | 13F | Horrell Capital Management, Inc. | 450 | 0,00 | 213 | 0,95 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 176 | 329,27 | 75 | 289,47 | ||||
| 2026-02-06 | 13F | Cypress Capital, LLC | 590 | 0,00 | 279 | 1,09 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 630 | 10,14 | 269 | -0,74 | ||||
| 2026-01-23 | 13F | Ti-trust, Inc | 427 | 0,00 | 202 | 1,00 | ||||
| 2026-02-12 | 13F | Azimuth Capital Investment Management LLC | 7.033 | -4,21 | 3.329 | -3,23 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3.250 | -4,69 | 1.538 | -3,69 | ||||
| 2026-02-17 | 13F | PACK Private Wealth, LLC | 1.246 | -14,42 | 590 | -13,64 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 6.674 | 457,56 | 2.846 | 402,65 | ||||
| 2026-02-04 | 13F | Jacksonville Wealth Management, LLC | 701 | 0,00 | 332 | 0,91 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 1.541 | -33,95 | 657 | -40,49 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 498 | 0,00 | 212 | -9,79 | ||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 11.874 | -5,38 | 5.620 | -4,41 | ||||
| 2026-04-20 | 13F | Independence Wealth Advisors, LLC | 630 | 0,00 | 269 | -10,07 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 2.713 | 0,00 | 1.157 | -9,97 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 8.852 | -16,77 | 4 | -40,00 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 1.527 | 723 | ||||||
| 2026-02-04 | 13F | Wedgewood Investors Inc /pa/ | 461 | 0,00 | 218 | 1,40 | ||||
| 2025-11-13 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 60.568 | 0,34 | 25.826 | -9,60 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 266.004 | 112,42 | 125.900 | 114,64 | ||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 1.239 | -28,30 | 586 | -27,56 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 9.782 | 0,04 | 4.171 | -9,86 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 176.756 | 34,31 | 75.376 | 21,01 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 1.279.768 | 4,40 | 605.714 | 5,49 | ||||
| 2026-02-23 | 13F | Drake & Associates, LLC | 740 | 74,53 | 350 | 72,41 | ||||
| 2026-04-15 | 13F | Professional Advisory Services Inc | 1.158 | 0,00 | 0 | |||||
| 2026-01-13 | 13F | Dakota Wealth Management | 34.979 | 1,87 | 16.556 | 2,93 | ||||
| 2026-02-13 | 13F | Altus Wealth Group LLC | 17.624 | 0,29 | 8.341 | 1,34 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 43 | 0,00 | 18 | -10,00 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 558 | 0,00 | 238 | -10,23 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 1.421 | -13,46 | 606 | -22,14 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 1.931 | 0,00 | 914 | 1,11 | ||||
| 2026-01-12 | 13F | GenWealth Group, Inc. | 8.689 | -0,92 | 4.134 | 0,63 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 20.487 | -10,45 | 9.697 | -9,52 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 115.796 | 170,53 | 54.806 | 173,36 | ||||
| 2026-02-17 | 13F | East Coast Asset Management, LLC. | 514 | 0,00 | 243 | 1,25 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.516 | 11,48 | 1.191 | 12,58 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 1.580 | 0,00 | 674 | -9,91 | ||||
| 2026-02-06 | 13F | Stronghold Wealth Management L.L.C. | 1.247 | 590 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 1.357 | 8,82 | 581 | -2,02 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 229.155 | 108.459 | ||||||
| 2026-02-13 | 13F | Parker Investment Management, LLC | 821 | 0,00 | 389 | 1,04 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 4.082 | 12,79 | 1.932 | 13,98 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4.296 | -7,91 | 1.832 | -17,07 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 4.241 | 0,00 | 1.808 | -9,92 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 7.525 | 3.559 | ||||||
| 2026-02-13 | 13F | Kennicott Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 34.590 | -1,74 | 16.372 | -0,72 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 742 | -1,33 | 316 | -10,99 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 15.681 | 1,96 | 7.422 | 3,03 | ||||
| 2026-02-13 | 13F | Kirtland Hills Capital Management, Llc | 1.707 | 0,00 | 808 | 1,00 | ||||
| 2026-01-23 | 13F | Burney Co/ | 2.466 | 17,04 | 1.167 | 18,36 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 635 | 301 | ||||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 1.357 | 0,00 | 579 | -9,97 | ||||
| 2026-04-23 | 13F | Simmons Bank | 75.072 | -3,07 | 32.011 | -12,67 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 71.032 | -11,49 | 30.288 | -20,26 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 3.410 | 17,79 | 1.614 | 18,95 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 4.838 | 0,00 | 2.289 | 1,06 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 8.545 | 5,47 | 4.044 | 6,56 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 54.707 | -0,36 | 25.893 | 0,68 | ||||
| 2026-02-17 | 13F | Consultiva Wealth Management, Corp. | 48 | 0,00 | 23 | 0,00 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1.895 | 0,00 | 808 | -9,82 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 11.980 | 69,62 | 5.672 | 71,46 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 5.339 | 0,06 | 2.527 | 1,12 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 3.821 | -3,09 | 1.643 | -11,95 | ||||
| 2026-02-06 | 13F | Intellus Advisors LLC | 829 | 0,00 | 392 | 1,03 | ||||
| 2026-02-13 | 13F | Morgan Dempsey Capital Management Llc | 9 | 0,00 | 4 | 0,00 | ||||
| 2026-04-08 | 13F | General Partner, Inc. | 6.696 | 0,00 | 2.855 | -9,91 | ||||
| 2026-02-05 | 13F | ORBA Wealth Advisors, L.L.C. | 1.417 | 90,46 | 671 | 92,53 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 1.770 | 838 | ||||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 676 | 0,00 | 288 | -9,72 | ||||
| 2026-01-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 973 | -14,87 | 461 | -14,02 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 152 | -0,65 | 72 | 0,00 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 114.689 | -0,12 | 54.282 | 0,92 | ||||
| 2026-01-22 | 13F | Hager Investment Management Services, Llc | 892 | -1,87 | 422 | -0,71 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 1.804 | 0,00 | 769 | -9,85 | ||||
| 2026-02-11 | 13F | Daner Wealth Management, LLC | 1.395 | 1,45 | 641 | -0,16 | ||||
| 2026-02-17 | 13F | Carret Asset Management, Llc | 3.601 | 0,00 | 1.704 | 1,07 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 27 | 0,00 | 12 | -8,33 | ||||
| 2026-02-09 | 13F | 44 Wealth Management Llc | 620 | 0,00 | 293 | 1,03 | ||||
| 2026-02-12 | 13F | Strata Wealth Advisors, LLC | 606 | 0,00 | 287 | 1,06 | ||||
| 2026-02-11 | 13F | Ramirez Asset Management, Inc. | 7.050 | 3.337 | ||||||
| 2026-02-05 | 13F | Gamco Investors, Inc. Et Al | 3.530 | -0,84 | 1.671 | 0,18 | ||||
| 2026-01-08 | 13F | Goodman Financial Corp | 9.167 | -9,39 | 4.339 | -8,44 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 568 | 0,00 | 242 | -9,70 | ||||
| 2026-01-15 | 13F | BetterWealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 8.100 | -11,22 | 3.454 | -20,03 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 2.630 | 0,00 | 1.245 | 1,06 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 31.050 | -9,51 | 13.240 | -18,47 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 609 | -0,33 | 288 | 0,70 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 75.016 | -2,96 | 31.987 | -12,58 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 4.963 | -53,82 | 2.339 | -54,03 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 16.453 | -0,01 | 7.015 | -9,91 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 4.482 | -10,81 | 2.121 | -9,86 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 5.227 | 41,81 | 2.474 | 43,34 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 2.187 | 0,00 | 932 | -9,95 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 5.451 | -42,24 | 2.580 | -41,65 | ||||
| 2026-02-13 | 13F | Aft, Forsyth & Company, Inc. | 4.742 | -0,82 | 2.245 | 0,22 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 27.576 | 18,43 | 13.051 | 19,66 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 3.627 | 0,75 | 1.547 | -9,22 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 360.833 | 2,22 | 153.859 | -7,91 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2.655 | 12,21 | 1.223 | 8,24 | ||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 2.727 | -5,31 | 1.291 | -4,30 | ||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 472 | 223 | ||||||
| 2026-01-26 | 13F | Heritage Wealth Architects, Inc. | 3.148 | -1,53 | 1.474 | -1,54 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 4.264 | -3,73 | 1.818 | -13,26 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 7.331 | -2,59 | 3.470 | -1,59 | ||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 851 | 0,59 | 0 | |||||
| 2026-02-04 | 13F | One Day In July LLC | 2.539 | 5,88 | 1.202 | 6,95 | ||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 1.969 | 0,00 | 932 | 0,98 | ||||
| 2026-02-12 | 13F | Betterment LLC | 5.720 | -13,48 | 3 | -33,33 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 5.896 | -0,46 | 2.514 | -10,35 | ||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 3.111 | -0,06 | 1.472 | 0,96 | ||||
| 2026-02-14 | 13F | Pointe Capital Management LLC | 38.644 | 3,08 | 18.290 | 4,16 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.871 | 1,52 | 798 | -8,60 | ||||
| 2026-02-11 | 13F | All Terrain Financial Advisors, LLC | 643 | 0,00 | 304 | 1,00 | ||||
| 2026-02-17 | 13F | Tanaka Capital Management Inc | 149 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 1.234 | 0,00 | 584 | 1,04 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 554 | 0,00 | 262 | 1,16 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 518.976 | 8,11 | 245.631 | 10,04 | ||||
| 2025-11-03 | 13F | Stonegate Investment Group, LLC | 11.554 | 0,00 | 5.412 | 10,34 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 784 | 0,00 | 334 | -9,97 | ||||
| 2026-02-05 | 13F | Macroview Investment Management Llc | 1.582 | 0,06 | 749 | 1,08 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 1.403 | 0,00 | 1 | |||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 2.438 | -14,09 | 1.048 | -21,97 | ||||
| 2026-04-16 | 13F | Ttp Investments, Inc. | 504 | 0,20 | 215 | -10,08 | ||||
| 2026-04-24 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 3.982 | 0,00 | 1.884 | 0,53 | ||||
| 2026-01-28 | 13F | LifeSteps Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 925 | 0,00 | 394 | -9,84 | ||||
| 2026-02-12 | 13F | Circle Wealth Management, LLC | 1.363.473 | 5,92 | 645.332 | 7,03 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 2.448 | -11,43 | 1.159 | -10,51 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 699 | 331 | ||||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 350 | 166 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 18.103 | -4,83 | 8.568 | -3,83 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 427 | -24,29 | 202 | -23,48 | ||||
| 2026-02-17 | 13F | Chicago Wealth Management, Inc. | 23.649 | 3,27 | 11.193 | 4,35 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 7.981 | -2,81 | 3.403 | -12,43 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 3.653 | -1,03 | 1.558 | -10,82 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 507 | 0,00 | 216 | -9,62 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 4.116 | -0,68 | 1.755 | -10,50 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 4.266 | 35,73 | 2.019 | 37,09 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 11.483 | -4,97 | 4.896 | -14,38 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 50.953 | 1,65 | 21.726 | -8,13 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 498 | 16,08 | 213 | 4,43 | ||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 35.869 | -0,35 | 16.977 | 0,69 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 69 | 76,92 | 29 | 61,11 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.710 | 0,15 | 1.155 | -9,84 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 1.821 | -1,09 | 776 | -10,91 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 1.747 | 827 | ||||||
| 2026-02-10 | 13F | Virtue Asset Management Llc | 472 | 0,00 | 223 | 0,90 | ||||
| 2026-02-11 | 13F | Westfield Capital Management Co Lp | 13.058 | 6.181 | ||||||
| 2026-01-29 | 13F | Concord Wealth Partners | 62 | 210,00 | 29 | 222,22 | ||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 14.226 | -0,95 | 7 | 0,00 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 10.103 | 28,11 | 4.782 | 29,43 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 219.004 | -1,14 | 103.654 | -0,11 | ||||
| 2026-02-10 | 13F | Goldstein Advisors, LLC | 2.687 | -5,92 | 1.272 | -4,94 | ||||
| 2026-02-17 | 13F | Newbrook Capital Advisors LP | 25.172 | -61,84 | 11.914 | -61,44 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 6.607 | -4,74 | 3.127 | -3,76 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 2.832 | 2,31 | 1.340 | 3,40 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 1.088 | 0,00 | 512 | 0,59 | ||||
| 2026-02-03 | 13F | Ballast, Inc. | 29.206 | 17,01 | 13.823 | 18,24 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 3.362 | 0,09 | 1.433 | -9,82 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 1.200 | -1,64 | 568 | -0,70 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 142 | 0,71 | 60 | -9,09 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 543 | 232 | ||||||
| 2026-02-10 | 13F | Latko Wealth Management, Ltd. | 1.191 | 564 | ||||||
| 2026-04-16 | 13F | Friday Financial | 8.329 | 10,86 | 3.551 | -0,11 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 48.017 | 57,62 | 22.726 | 59,27 | ||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 11.119 | 0,00 | 4.741 | -9,40 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 1.190 | 0,00 | 507 | -9,95 | ||||
| 2026-01-12 | 13F | PUREfi Wealth, LLC | 1.990 | -1,83 | 942 | -0,84 | ||||
| 2026-02-13 | 13F | Abbot Financial Management, Inc. | 889 | -0,89 | 421 | 0,00 | ||||
| 2026-02-18 | 13F | SkyView Investment Advisors, LLC | 3.974 | -7,28 | 2 | -50,00 | ||||
| 2026-01-13 | 13F | NerdWallet Wealth Partners, LLC | 774 | 0,00 | 366 | 1,10 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 530 | 0,00 | 226 | -10,00 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 767 | 3,37 | 327 | -6,84 | ||||
| 2026-01-28 | 13F | Lebenthal Global Advisors, LLC | 40.305 | 49,55 | 19.076 | 51,12 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2.360 | -0,30 | 1.006 | -10,18 | ||||
| 2026-02-10 | 13F | Riverpoint Wealth Management Holdings, LLC | 3.472 | 1,19 | 1.643 | 2,30 |
