Grundlæggende statistik
| Institutionelle ejere | 1050 total, 1045 long only, 0 short only, 5 long/short - change of 2,54% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2479 % - change of -15,13% MRQ |
| Institutionelle aktier (lange) | 51.207.990 (ex 13D/G) - change of -1,12MM shares -2,14% MRQ |
| Institutionel værdi (lang) | $ 9.059.805 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Russell 2000 Value ETF (US:IWN) har 1050 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 51,207,990 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Tiaa Trust, National Association, Envestnet Asset Management Inc, D.a. Davidson & Co., Pnc Financial Services Group, Inc., Vaughan Nelson Investment Management, L.p., LPL Financial LLC, M&t Bank Corp, and Wells Fargo & Company/mn .
iShares Trust - iShares Russell 2000 Value ETF (ARCA:IWN) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of May 1, 2026 is 208,23 / share. Previously, on May 2, 2025, the share price was 148,65 / share. This represents an increase of 40,08% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 823 | 0,00 | 156 | 4,70 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 87.880 | 0,06 | 15.538 | 12,15 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 137 | 0,00 | 26 | 0,00 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 28 | 5 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.016.764 | 14,72 | 184.248 | 17,58 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 151 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 51 | 0,00 | 10 | 0,00 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 7.746 | 0,13 | 1.469 | 4,78 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 37 | 0,00 | 7 | 16,67 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 14.491 | 4,81 | 2.626 | 7,41 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 5.133 | 4,29 | 973 | 9,20 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 2.404 | 0,00 | 436 | 0,00 | ||||
| 2025-11-10 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 4.818 | 261,98 | 913 | 278,84 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 338 | 0,00 | 61 | 3,39 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 13.166 | 0,00 | 2.496 | 4,65 | ||||
| 2026-01-20 | 13F | Westwood Wealth Management | 1.430 | 259 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 67 | 13 | ||||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 1.624 | -0,85 | 294 | 1,73 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 53.182 | 9.403 | ||||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 1.556 | 0,00 | 282 | 2,55 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 136 | 26 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 1.351 | 256 | ||||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 5.122 | 0,37 | 928 | 2,88 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 1.484 | 0,00 | 269 | 1,90 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 426 | 0,00 | 75 | 11,94 | ||||
| 2026-02-13 | 13F | Rhumbline Advisers | 2.385 | 64,14 | 432 | 68,75 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 6.063 | 4,64 | 1.149 | 9,53 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 5.723 | 29,57 | 1.045 | 33,97 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 772 | 0,00 | 146 | 5,04 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 146 | 26 | ||||||
| 2026-02-11 | 13F | Athena Investment Management | 1.325 | 0,00 | 240 | 2,56 | ||||
| 2025-11-14 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 10.809 | -29,85 | 1.959 | -28,12 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 678 | 0,00 | 129 | 4,92 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 54 | -12,90 | 9 | -20,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 6.067 | -8,02 | 1.212 | 1,34 | ||||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 183.323 | 189,63 | 33.524 | 198,31 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 754 | 0,00 | 143 | 4,41 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3.662 | 23,05 | 748 | 31,05 | ||||
| 2026-02-17 | 13F | EFG International AG | 277 | 50 | ||||||
| 2026-01-27 | 13F | Regions Financial Corp | 12.526 | -7,60 | 2.270 | -5,30 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 3.881 | 0,13 | 736 | 4,70 | ||||
| 2026-02-17 | 13F | Bci Securities, Inc. | 1.988 | 360 | ||||||
| 2026-05-01 | 13F | Phocas Financial Corp. | 7.652 | 1.451 | ||||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 3.446 | 624 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 2.492 | 0,73 | 472 | 5,36 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 60.548 | -2,54 | 11 | 0,00 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 2.896 | 0,14 | 525 | 2,54 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 100 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 65 | 75,68 | 12 | 83,33 | ||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 1.879 | 6,28 | 356 | 11,25 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 9.692 | -1,91 | 1.756 | 0,52 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 44 | 0,00 | 8 | 14,29 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 5.594 | 14,02 | 1.061 | 19,24 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 5.582 | 33,73 | 1.012 | 36,99 | ||||
| 2026-01-23 | 13F | Atala Financial Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3.802 | 42,29 | 721 | 48,76 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 4.156 | 2,41 | 788 | 7,07 | ||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 14.926 | 11,18 | 2.639 | 24,66 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 55 | 0,00 | 10 | 0,00 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 54.867 | -5,44 | 9.942 | -3,81 | ||||
| 2026-02-03 | 13F | Bokf, Na | 27.992 | 15,00 | 5.072 | 17,87 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 2.988 | 0,00 | 567 | 4,62 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 337 | 0,00 | 64 | 3,28 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 1.063 | -0,47 | 188 | 11,31 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 220 | 40 | ||||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 14 | 3 | ||||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 1.240 | -11,37 | 225 | -9,31 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 2.152 | 4,87 | 408 | 9,70 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 10.715 | 89,44 | 1.942 | 94,10 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 6.742 | 16,70 | 1.222 | 19,59 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 45 | 0,00 | 8 | 14,29 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 3.275 | 0,00 | 621 | 4,55 | ||||
| 2026-01-07 | 13F | Marotta Asset Management | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Addison Advisors LLC | 880 | 0,00 | 159 | 2,58 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 2.869 | 76,88 | 520 | 81,47 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 14.332 | 3,32 | 2.717 | 8,12 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 1.433 | 0,00 | 260 | 2,37 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 3.872 | -2,93 | 702 | -0,57 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 1.257 | 0,16 | 238 | 4,85 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 29.699 | -0,17 | 5.631 | -2,29 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 485 | 0,00 | 92 | 4,60 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 113.370 | -10,25 | 20.544 | -8,02 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 577 | 0,35 | 110 | 5,77 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 13.211 | -8,33 | 2.505 | -4,10 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 1.374 | 0,00 | 260 | 4,84 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 56.497 | 4,31 | 10.238 | 6,90 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 2.148 | -0,83 | 407 | 3,83 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 1.459 | -15,17 | 264 | -13,16 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 237 | -0,84 | 45 | 2,33 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 437 | -9,34 | 79 | -7,06 | ||||
| 2026-02-17 | 13F | Aristotle Capital Boston, LLC | 45.633 | 25,91 | 8.269 | 29,04 | ||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 19 | 0,00 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 791 | 0,25 | 150 | 4,90 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.113.075 | 0,12 | 201.700 | 2,61 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 163 | 0,00 | 30 | 3,57 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 41.293 | -16,25 | 7.483 | -14,18 | ||||
| 2026-02-13 | 13F | Intrepid Financial Planning Group LLC | 3.270 | -1,09 | 592 | 1,37 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4.265 | 23,95 | 809 | 29,70 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 235 | -23,70 | 45 | -20,00 | ||||
| 2026-04-29 | 13F | Invested Advisors | 2.352 | 4,95 | 446 | 9,61 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 2.251 | 0,00 | 408 | 2,52 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.470 | 79,14 | 702 | 85,94 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 11.852 | 0,25 | 2.247 | 4,90 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 58.451 | 6,90 | 11.082 | 11,84 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 7.607 | 38,13 | 1.378 | 41,62 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 2.183.120 | 1,61 | 395.603 | 4,14 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 605 | 0,00 | 115 | 4,59 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 401 | 0,50 | 73 | 2,86 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 4.947 | 5,03 | 896 | 7,69 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 80.113 | 1,56 | 14.517 | 4,09 | ||||
| 2026-04-22 | 13F | Motco | 782 | 0,00 | 148 | 4,96 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 2.221 | -1,99 | 402 | 0,50 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 58.130 | -7,04 | 10.534 | 6,78 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 34 | 0,00 | 6 | 20,00 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 349 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 19 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 76 | 0,00 | 14 | 0,00 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 3.142 | 0,10 | 556 | -1,07 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 1.525 | 0,00 | 289 | 4,71 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 2.818 | 0,00 | 511 | 2,41 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3.062 | 0,00 | 581 | 4,69 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2.249 | 0,00 | 426 | 4,67 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Ascent Group, LLC | 3.559 | 0,91 | 645 | 3,37 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 1 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7.272 | -41,73 | 1.379 | -39,05 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 36.154 | 6.854 | ||||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 340 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 2.856 | 0,00 | 541 | 4,64 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 107 | 0,00 | 17 | -5,56 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 3.671 | -4,00 | 697 | 0,43 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 17.454 | 60,39 | 3.163 | 64,35 | ||||
| 2026-01-26 | 13F | Marion Wealth Management | 52.796 | 1,57 | 10.328 | 12,37 | ||||
| 2026-01-29 | 13F | UBS Group AG | 805.863 | -4,01 | 146.030 | -1,63 | ||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 2.700 | -0,52 | 489 | 2,09 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 185 | 12,12 | 34 | 13,79 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 5.863 | -0,61 | 1.112 | 4,03 | ||||
| 2026-04-29 | 13F | Renasant Bank | 4.690 | -0,70 | 889 | 3,98 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 1.247 | 226 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 258.426 | 1,71 | 46.829 | 4,24 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 60.099 | -0,60 | 11.394 | 4,00 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 413 | 0,00 | 75 | 1,37 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2.287 | 5,29 | 414 | 7,81 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 243.727 | -5,73 | 44.166 | -3,38 | ||||
| 2026-02-11 | 13F | Heartland Advisors Inc | 318 | 58 | ||||||
| 2026-04-24 | 13F | Balentine LLC | 480 | 0,00 | 91 | 5,81 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 35.235 | 2,75 | 6.680 | 7,50 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 7.877.149 | 17,41 | 1.427.418 | 20,33 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 12.917 | 35,00 | 2.449 | 41,26 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.412 | 4,87 | 457 | 9,86 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 15 | -40,00 | 3 | -50,00 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 2.214 | -7,29 | 420 | -3,01 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 190 | 36 | ||||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 2.289 | -8,84 | 415 | -6,55 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 3 | 0,00 | 1 | |||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cerity Partners LLC | 115.390 | 4,68 | 20.910 | 7,29 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 3.918 | -10,71 | 743 | -6,67 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 56 | 0,00 | 11 | 0,00 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 1.385 | -5,46 | 251 | -3,47 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 19.124 | 74,14 | 3.626 | 82,16 | ||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 400 | 0,00 | 76 | 4,17 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 9.891 | 1.792 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 86 | 0,00 | 16 | 6,67 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 7.860 | 0,00 | 1.424 | 2,52 | ||||
| 2026-02-17 | 13F | Cantor Fitzgerald, L. P. | 22.179 | 4.019 | ||||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 10.574 | 5,06 | 2.005 | 14,78 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 793 | 0,00 | 144 | 2,14 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 22.643 | -0,42 | 4.103 | 2,06 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 5.519 | -5,35 | 1.000 | -2,91 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 44.539 | -1,73 | 8 | 0,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 64.157 | 1,31 | 11.626 | 3,83 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.516 | 275 | ||||||
| 2026-02-12 | 13F | Jasper Ridge Partners, L.P. | 321.684 | 0,00 | 58.292 | 2,49 | ||||
| 2026-02-17 | 13F | Peloton Wealth Strategists | 10.799 | 0,93 | 2 | 0,00 | ||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 1.094 | 207 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 24.813 | -1,57 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | Leeward Investments, LLC - MA | 56.530 | -2,17 | 10.718 | 2,35 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 3.410 | 0,26 | 646 | 4,87 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.237 | 0,08 | 235 | 4,93 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 30.911 | -48,66 | 5.601 | -38,38 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 1.478 | -1,60 | 280 | 2,94 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 19.351 | -3,96 | 3.507 | -1,57 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 8.901 | -1,68 | 1.688 | 2,87 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1.585 | 6,81 | 300 | 11,94 | ||||
| 2026-04-10 | 13F | Linden Thomas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 2.218 | -0,85 | 402 | 1,52 | ||||
| 2026-02-11 | 13F | Coastwise Capital Group, LLC | 2.104 | 0,57 | 381 | 3,25 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 121.076 | -3,17 | 21.947 | -0,12 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 1.151 | 0,09 | 218 | 4,81 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 59.173 | 11,03 | 11.219 | 16,16 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Marshall Wace, Llp | 78.224 | 14.175 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 11.858 | 0,00 | 2.248 | 4,66 | ||||
| 2026-01-23 | 13F | Kelsey Financial, LLC | 15.393 | 2.789 | ||||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 7.781 | 53,65 | 1.410 | 57,54 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 1.758 | 0,00 | 319 | 2,58 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 4.095 | -3,31 | 742 | -0,80 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 390 | 0,00 | 74 | 4,29 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 2.307 | -3,15 | 437 | 1,39 | ||||
| 2026-04-07 | 13F | InvesTrust | 28.204 | 0,29 | 5.347 | 4,95 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 3.843 | 3,78 | 696 | 6,42 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 17.489 | 0,15 | 3.391 | 9,60 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 393 | 13,26 | 75 | 19,35 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 756 | 0,00 | 137 | 2,26 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 35.501 | -82,83 | 6.907 | -81,10 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 2.359 | 0,04 | 447 | 4,68 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 27.363 | -3,53 | 5.188 | 0,93 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Heritage Investors Management Corp | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 187 | -31,75 | 0 | |||||
| 2026-04-14 | 13F | Legacy Trust | 2.568 | 0,00 | 487 | 4,52 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 45 | 8 | ||||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 1.100 | 0,00 | 199 | 2,58 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 9.335 | -1,01 | 1.692 | 1,44 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.100 | 0,00 | 209 | 4,52 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 1.500 | 0,00 | 272 | 2,26 | ||||
| 2026-01-29 | 13F | Comerica Bank | 106.952 | 2,75 | 19.381 | 5,30 | ||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 1.165 | 211 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 19.929 | 13,07 | 3.778 | 18,28 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 2.806 | 0,00 | 508 | 2,42 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 1.102 | 0,00 | 209 | 4,52 | ||||
| 2026-02-10 | 13F | Regency Capital Management Inc.\DE | 2.000 | 0,00 | 362 | 2,55 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Huntington National Bank | 2.362 | -2,11 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 40.337 | 0,72 | 7.310 | 3,23 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 1.569 | 0,58 | 298 | 5,32 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3.572 | -3,64 | 677 | 0,89 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 10.639 | -2,13 | 2.017 | 2,44 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 3.817 | -2,43 | 692 | 0,00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 3.613 | 0,31 | 655 | 2,83 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 32.539 | 4,24 | 5.896 | 6,83 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 29.307 | 5.311 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 8 | 0,00 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 12.478 | 0,00 | 2.261 | 2,49 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 3.245 | 0,00 | 615 | 4,59 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 1.300 | 0,00 | 236 | 2,62 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 231 | 0,00 | 42 | 2,50 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 85 | 16 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Toronto Dominion Bank | 13.837 | -10,36 | 2.508 | -8,13 | ||||
| 2026-02-09 | 13F | William Blair Investment Management, Llc | 3.821 | 692 | ||||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 4.741 | -5,78 | 859 | -3,37 | ||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 5.984 | -1,87 | 1.084 | 0,56 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 2.025 | 0,00 | 384 | 4,92 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 47 | 0,00 | 9 | 0,00 | ||||
| 2026-02-10 | 13F | Close Asset Management Ltd | 300 | 33,33 | 0 | |||||
| 2026-04-22 | 13F | Finley Financial, LLC | 15.540 | 0,00 | 2.946 | 4,62 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 12.361 | -1,89 | 2.344 | 2,63 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 11.033 | -2,65 | 1.999 | -0,20 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.090 | 12,14 | 198 | 15,20 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 1.101 | 209 | ||||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 900 | 163 | ||||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 1.318 | 0,00 | 239 | 2,15 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 7.300 | -1,95 | 1.384 | 2,52 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 2.748.355 | -36,73 | 500.285 | -34,79 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 8.109 | 0,12 | 1.537 | 4,77 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 10.700 | -23,02 | 1.939 | -21,12 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 5.400 | -8,47 | 979 | -6,23 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | 91.272 | 36,15 | 16.539 | 39,55 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 150 | 0,00 | 27 | 3,85 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 4.574 | -0,80 | 829 | 1,60 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 139 | 0,00 | 25 | 14,29 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 5.123 | -76,07 | 971 | -74,96 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 946 | 0,00 | 171 | 2,40 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 353 | 0,00 | 64 | 1,61 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 400 | 76 | ||||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 32.115 | -0,16 | 5.820 | 2,32 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 3.430 | 0,94 | 621 | 3,50 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 1.530 | 0,07 | 290 | 4,33 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 3.875 | 9,03 | 702 | 11,78 | ||||
| 2026-02-17 | 13F | Creative Planning | 87.535 | 3,40 | 15.862 | 5,97 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1.183 | 0,00 | 224 | 4,67 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 5.031 | 912 | ||||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1.228 | 233 | ||||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 36.497 | -68,26 | 6.614 | -67,48 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 635.650 | 1,47 | 115.186 | 4,00 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 155 | 0,00 | 29 | 3,57 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 205 | 0,00 | 39 | 2,70 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 12.802 | -0,01 | 2.320 | 2,47 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 78 | 0,00 | 14 | 7,69 | ||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 1.578 | 0,00 | 286 | 2,15 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 1.766 | 0,00 | 320 | 2,56 | ||||
| 2026-05-01 | 13F | Clientfirst Wealth Management, LLC | 1.430 | 0,00 | 271 | 4,63 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 154.386 | 1,58 | 29.270 | 6,28 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 182 | 219,30 | 35 | 240,00 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | First Manhattan Co | 10.314 | 1,66 | 1.869 | 4,24 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 925 | 0,00 | 168 | 2,45 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 7.263 | -7,49 | 1.377 | -3,23 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 2.469 | 65,93 | 447 | 69,96 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 1.336 | -14,14 | 253 | -9,96 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 3.403 | 372,64 | 645 | 396,15 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 2.436 | 0,62 | 441 | 3,04 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 366 | 66 | ||||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 655 | -4,38 | 119 | -2,48 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 138.541 | -0,17 | 25.105 | 2,31 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 4.269.726 | -8,85 | 773.717 | -6,59 | ||||
| 2026-01-28 | 13F | Legacy Capital Group California, Inc. | 2.773 | 2,89 | 502 | 5,46 | ||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 26 | 5 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 100 | 0,00 | 19 | 0,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2.084 | 0,00 | 395 | 4,77 | ||||
| 2026-02-17 | 13F | Fmr Llc | 151.992 | 18,20 | 27.542 | 21,14 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 147.543 | 4,10 | 27.973 | 8,91 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 3.203 | -39,60 | 1 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1.586 | 0,13 | 301 | 4,53 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 8.519 | 1,61 | 1.615 | 6,32 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 4.604 | 0,00 | 873 | 4,56 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 18.063 | 7,09 | 3.273 | 9,76 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 28.800 | 3,14 | 5.460 | -2,62 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 3.653 | 0,00 | 662 | 2,48 | ||||
| 2025-11-10 | 13F | Alerus Financial Na | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 973 | 1,67 | 176 | 4,14 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 647 | 0,00 | 117 | 2,63 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Westwood Holdings Group Inc | 1.810 | 328 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 14.143 | 2,75 | 3 | 0,00 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 6.629 | 1.201 | ||||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 2.574 | -9,94 | 466 | -7,72 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 1.144 | 207 | ||||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 8.682 | 18,32 | 1.573 | 21,28 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1.914 | 0 | ||||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 2.994 | -16,37 | 543 | -14,24 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 553 | 105 | ||||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 2.884 | 0,00 | 523 | 14,98 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 10.574 | 1.916 | ||||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 3.485 | 0,55 | 632 | 3,10 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 85.005 | 0,22 | 15.404 | 2,71 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 3.880 | 9,70 | 703 | 12,48 | ||||
| 2025-11-04 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Loomis Sayles & Co L P | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 10.658 | -17,26 | 2.021 | -13,45 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1.037 | 0,00 | 188 | 2,19 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 170 | -10,05 | 32 | -5,88 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 1.246.342 | 2,49 | 225.850 | 5,04 | ||||
| 2026-02-13 | 13F | Capital Square, LLC | 2.222 | 0,00 | 403 | 2,55 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 4.851 | 0,00 | 920 | 4,55 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 3.381 | -0,56 | 641 | 4,06 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 147 | -2,00 | 28 | 0,00 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 1.673 | 0,30 | 303 | 3,06 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 14.172 | 17,06 | 2.568 | 20,00 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 4.804 | 0,00 | 871 | 2,47 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 59.585 | 123,00 | 10.798 | 128,51 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 1.754 | 1,15 | 318 | 3,59 | ||||
| 2026-02-10 | 13F | Three Bridge Wealth Advisors, LLC | 1.820 | 0,00 | 330 | 2,49 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 1.700 | -32,32 | 322 | -29,23 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 810 | 0,00 | 147 | 2,10 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 194.887 | 52,90 | 35.321 | 56,73 | ||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 4.918 | -0,83 | 932 | 3,79 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 972 | 225,08 | 184 | 240,74 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 3.325 | 0,00 | 603 | 2,56 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 340.890 | 25,15 | 61.768 | 28,26 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 656 | 0,00 | 130 | 2,36 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 47.166 | 0,27 | 8.942 | 4,90 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 2.899 | -3,33 | 550 | 1,10 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 22.164 | 15,26 | 4.016 | 94,29 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 38.307 | 7.263 | ||||||
| 2026-02-10 | 13F | Quantbot Technologies LP | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | New South Capital Management Inc | 9.890 | 417,80 | 1.792 | 431,75 | ||||
| 2026-02-18 | 13F | Sierra Capital LLC | 22.492 | 0,02 | 4 | 33,33 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 1.907 | -7,96 | 362 | -3,73 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 1.330 | -0,52 | 252 | 4,13 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 3.986 | 0,00 | 722 | 2,56 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 42.733 | 7.744 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 9.543 | -28,95 | 1.809 | -25,68 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 35 | 0,00 | 7 | 0,00 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 7.087 | 93,16 | 1.344 | 102,26 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1.943 | -7,83 | 368 | -3,41 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 72.565 | 692,02 | 13.150 | 712,17 | ||||
| 2026-02-02 | 13F | Carbahal Olsen Financial Services Group, LLC | 5.061 | 1,20 | 917 | 3,73 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 2.379 | -10,87 | 431 | -8,49 | ||||
| 2026-02-09 | 13F | Optimist Retirement Group LLC | 2.164 | 0,00 | 392 | 2,62 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 1.455 | 0,00 | 276 | 4,56 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 2.275 | -41,85 | 412 | -40,38 | ||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 610 | 0,49 | 111 | 2,80 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 4 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 11.956 | 9,54 | 2.167 | 12,29 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 2.229 | 0,00 | 423 | 3,69 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 3.825 | 0,45 | 725 | 5,07 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 3.610 | 0,36 | 1 | |||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 10.599 | -0,68 | 1.921 | 1,80 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 629 | 1.297,78 | 114 | 1.514,29 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 6.431 | -6,66 | 1.219 | -2,32 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 13.507 | -24,89 | 2.561 | -21,42 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 4 | 1 | ||||||
| 2026-02-17 | 13F | Shapiro Capital Management Llc | 53.000 | -59,96 | 9.604 | -58,97 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 6.958 | -6,92 | 1.319 | -2,58 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 9.875 | -3,21 | 1.789 | -0,78 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 1.427 | 0,21 | 252 | 12,50 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 1.511 | -6,21 | 286 | -1,72 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 387 | 70 | ||||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 150 | 0,00 | 27 | 3,85 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 30.615 | -27,51 | 6 | -28,57 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 789 | 0 | ||||||
| 2026-04-28 | 13F | Baxter Bros Inc | 2.135 | -1,84 | 405 | 2,54 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 39 | 0,00 | 8 | 14,29 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 2.204 | 91,99 | 399 | 96,55 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 2.896 | 549 | ||||||
| 2026-02-17 | 13F | Dimension Capital Management Llc | 1.560 | -37,05 | 283 | -35,62 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 16 | 0,00 | 3 | 50,00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 2.623 | -27,90 | 497 | -24,58 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 2.205 | -4,75 | 400 | -2,44 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 67 | 0,00 | 12 | 9,09 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 12.412 | 0,65 | 2.353 | 5,33 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 1.235 | -55,12 | 224 | -54,12 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 1.229 | 233 | ||||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 90.559 | 17,32 | 16 | 23,08 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 19.896 | 0,00 | 3.605 | 2,50 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 10.426 | 6,15 | 1.889 | 8,81 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 1.709 | -0,12 | 324 | 7,28 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 8.326 | -0,06 | 1.509 | 2,45 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 91 | 0,00 | 16 | 0,00 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 2.665 | 2,90 | 1 | |||||
| 2026-01-23 | 13F | Assetmark, Inc | 26.148 | -53,94 | 4.738 | -52,79 | ||||
| 2025-11-13 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 2.301 | 63,42 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 438.703 | 6,70 | 79.497 | 9,35 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 1.261 | 0,16 | 228 | 2,70 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 1.852 | 0,00 | 336 | 2,45 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 1.567 | -36,20 | 0 | |||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.102.636 | 9,15 | 199.809 | 11,87 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 3.994 | -0,77 | 1 | |||||
| 2026-02-13 | 13F | Capula Management Ltd | 4.880 | 884 | ||||||
| 2026-04-21 | 13F | PDS Planning, Inc | 6.994 | 8,30 | 1.326 | 13,33 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 20.285 | 64,16 | 3.870 | 72,80 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1.404 | -0,35 | 266 | 4,31 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 65 | -42,48 | 12 | -42,11 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 53.506 | 15,87 | 9.696 | 18,75 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 2.932 | -1,81 | 531 | -1,85 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 164.593 | -0,15 | 29.826 | 2,33 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 73 | 13 | ||||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 100 | 0,00 | 18 | 5,88 | ||||
| 2026-02-20 | 13F/A | Prestige Wealth Management Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 1.195 | 0,25 | 227 | 5,12 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 1.839 | 333 | ||||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 1.426 | 4,93 | 270 | 9,76 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 55 | -40,86 | 10 | -37,50 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2.556 | 34,03 | 485 | 40,29 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 3.699 | 55,22 | 670 | 59,14 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 12.631 | -11,30 | 2.289 | -9,10 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 6.022 | -0,08 | 1.091 | 2,44 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 2.355 | -12,94 | 427 | -10,88 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 1.709 | 42,42 | 324 | 49,31 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.556 | 0,00 | 282 | 2,18 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 6.850 | 0,00 | 1.211 | 12,13 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 14.760 | 60,45 | 2.675 | 64,45 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 38.671 | 0,15 | 7.332 | 4,77 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 6.827 | -14,30 | 1.237 | -12,14 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 10.369 | 4,01 | 1.966 | 8,80 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 23.919 | 1,15 | 4.334 | 3,66 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 5.697 | 2,85 | 1.080 | 7,68 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 13.233 | -3,63 | 2.398 | -1,24 | ||||
| 2026-05-01 | 13F | Mh & Associates Securities Management Corp /adv | 79 | 0,00 | 15 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 5.928 | 8,63 | 1.124 | 13,66 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 33.553 | 79,34 | 6.361 | 87,64 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 115.437 | 1,13 | 21.886 | 5,81 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 13.283 | 0,00 | 2.407 | 2,51 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 12.657 | 2,29 | 2.400 | 7,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 1.929 | 1,63 | 366 | 6,41 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 273 | 0,00 | 52 | 4,08 | ||||
| 2026-04-30 | 13F | Diversified Investment Strategies, LLC | 4.732 | 1,85 | 897 | 6,66 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 3.481 | -13,60 | 660 | -9,73 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 792.632 | -4,52 | 143.633 | 98.278,08 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 967 | -2,13 | 183 | 2,23 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 81 | 0,00 | 15 | 7,14 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 11.752 | 0,31 | 2.130 | 2,80 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 1.574 | 0,00 | 285 | 2,52 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 70.605 | 0,39 | 13.386 | 5,04 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 5.028 | 27,81 | 911 | 31,08 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 716 | 127 | ||||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 1.539 | -16,27 | 279 | -14,20 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 2.435 | 0,29 | 462 | 4,77 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 196.180 | -29,87 | 35.550 | -28,12 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 15 | 0,00 | 3 | 0,00 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 159 | 0,00 | 29 | 0,00 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 31.936 | 0,82 | 6.055 | 5,47 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 1.733 | 314 | ||||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 10.717 | -3,42 | 2.032 | 1,09 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 72 | 0,00 | 14 | 0,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 22 | 0 | ||||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 5.603 | 0,00 | 1.117 | 1,82 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 15 | 3 | ||||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 9.022 | -3,21 | 1.635 | -0,85 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 76 | 14 | ||||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 1.856 | 0,00 | 352 | 4,46 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 1.081 | -16,14 | 205 | -12,45 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.029 | 0,00 | 196 | 5,38 | ||||
| 2026-02-04 | 13F | Nwam Llc | 10.039 | -1,77 | 1.822 | 0,83 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 4.390 | 2,33 | 796 | 4,88 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 114.420 | 20.734 | ||||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 651.326 | -2,94 | 118.027 | -0,52 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 1.407 | 0,29 | 267 | 4,72 | ||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 489 | 0,00 | 89 | 2,33 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 2.043 | 0,25 | 387 | 4,88 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 21.605 | -9,09 | 4.096 | -4,88 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 975 | 201 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 123.335 | 13,04 | 22.350 | 15,85 | ||||
| 2025-11-17 | 13F | Sterling Financial Group, Inc. | 8.545 | 0,00 | 1.511 | 12,02 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 68 | 0,00 | 12 | 9,09 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 1.500 | 0,00 | 272 | 2,26 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 6.939 | -24,38 | 1.257 | -22,50 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 31.118 | 2,70 | 5.564 | 3,86 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.774 | 4,66 | 716 | 9,49 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 16.405 | 1,35 | 3.110 | 6,03 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 2.197 | 0,00 | 417 | 4,52 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 11.654 | -76,30 | 2.112 | -75,72 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 308 | 0,00 | 56 | 1,85 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.548 | 0,00 | 293 | 4,64 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 219.792 | -6,92 | 39.829 | -4,60 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 625.170 | 14,05 | 113.287 | 16,89 | ||||
| 2025-11-14 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-04 | 13F | High Note Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 400 | -2,44 | 72 | 0,00 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 2.277 | -0,65 | 432 | 3,86 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 131.342 | -29,38 | 23.800 | -27,62 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 3.719 | -23,74 | 674 | -21,93 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Tarbox Family Office, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 4.699 | -1,28 | 852 | 1,19 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 1.296 | 0,00 | 235 | 2,18 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 405 | 73 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 2.694 | -0,99 | 511 | 3,45 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 12.209 | 0,01 | 2.315 | 4,61 | ||||
| 2026-02-03 | 13F | Sageworth Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 5.835 | 2,40 | 1.057 | 4,97 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 3.158 | 0,45 | 599 | 5,10 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 6.686 | -4,81 | 1.212 | -2,42 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 33.198 | 19,65 | 6.016 | 22,63 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 2.403 | 0,25 | 456 | 4,84 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 5.084 | -5,27 | 964 | -0,93 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 48.249 | 1,44 | 9.147 | 6,13 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 8.485 | 0,00 | 1.538 | 2,47 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 16.300 | 28,35 | 2.954 | 31,54 | |||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 73.200 | -19,91 | 13.265 | -17,92 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 12.587 | 7,69 | 2.281 | 10,36 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 7.330 | -1,01 | 1.512 | 11,60 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 4.480 | 2,07 | 812 | 4,65 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 204 | 0,00 | 39 | 5,56 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 16.059 | 2.910 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 7.039 | 120,04 | 1.276 | 125,66 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 8.481 | -6,42 | 1.537 | -4,12 | ||||
| 2026-02-17 | 13F | Lonestar Capital Management LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 100 | 0,00 | 18 | 5,88 | ||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 859.009 | 1.784,45 | 162.860 | 1.871,66 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 145 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Independent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 1.471 | 18,06 | 285 | 15,45 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 27 | 0,00 | 5 | 25,00 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 1.043 | 0,00 | 189 | 2,72 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 2.949 | -12,31 | 534 | -10,10 | ||||
| 2026-02-17 | 13F | Comprehensive Financial Management LLC | 230.481 | 0,00 | 41.765 | 2,49 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 58 | -50,00 | 11 | -50,00 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 1.170 | 0,00 | 222 | 4,25 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 439.468 | 1,18 | 79.636 | 3,70 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 79 | 1,28 | 15 | 0,00 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 3.809 | 0,00 | 722 | 4,64 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 24.627 | 0,22 | 4.669 | 4,83 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 101 | 0,00 | 20 | 17,65 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 13.963 | 29,76 | 2.530 | 33,02 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 13.312 | 0,00 | 2.524 | 4,60 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.358 | -19,64 | 282 | -7,84 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 71 | 65,12 | 13 | 71,43 | ||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 4.040 | -3,12 | 766 | 1,32 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 95.957 | 7,82 | 17.388 | 10,51 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 4.439 | 0,00 | 842 | 4,60 | ||||
| 2026-01-05 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 13.232 | 16,10 | 2.398 | 18,96 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 3.667 | -7,07 | 695 | -2,80 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 54.460 | -6,09 | 10.325 | -1,74 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 6.141 | 4,51 | 1.113 | 7,13 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 11.837 | 2,62 | 2.145 | 5,20 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 3.675 | 0,00 | 697 | 4,66 | ||||
| 2026-02-17 | 13F | Widmann Financial Services, Inc. | 4.330 | 0,02 | 785 | 2,48 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 2.472 | 0,00 | 469 | 4,70 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 63 | 0,00 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 1.110 | 201 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 2.347 | 0,00 | 445 | 4,47 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 6.197 | -4,84 | 1.123 | -2,52 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 423 | 0,24 | 77 | 2,70 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 10.152 | 14,93 | 1.925 | 20,25 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 4.400 | 0,00 | 797 | 2,57 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1.545 | 0,00 | 293 | 4,66 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 199 | -1,00 | 37 | 0,00 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 6.558 | -1,32 | 1.188 | -0,25 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 168.244 | 5,14 | 30.490 | 7,78 | ||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 40 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 16.624 | -5,48 | 3.012 | -3,12 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 54.700 | -0,71 | 9.912 | 1,77 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 1.190 | 0,00 | 226 | 4,65 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 20 | 4 | ||||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 3.238 | -9,75 | 614 | -3,46 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 1.301 | -56,05 | 0 | |||||
| 2026-04-16 | 13F | Diversified Trust Co | 2.369 | 11,75 | 449 | 16,93 | ||||
| 2026-01-21 | 13F | Ledyard National Bank | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 3.383 | 0,51 | 613 | 2,86 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 3.028 | 0,00 | 549 | 2,43 | ||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 1.819 | 330 | ||||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 940 | 0,00 | 170 | 2,41 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 533.289 | 5,14 | 96.637 | 7,76 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 396.958 | -1,62 | 71.933 | 0,83 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 15.390 | 0,48 | 2.789 | 2,95 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 22.778 | 0,48 | 4.318 | 5,14 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 1.399 | 0,00 | 265 | 4,74 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | New Age Alpha Advisors, LLC | 2.757 | 42,70 | 500 | 46,33 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 390.279 | 0,93 | 73.993 | 5,59 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 369 | 17,89 | 70 | 23,21 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 312 | 0,00 | 59 | 5,36 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 4.895 | 7,82 | 887 | 10,60 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1.257 | -6,75 | 238 | -2,46 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 1.325 | -1,85 | 251 | 2,87 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 14.504 | -0,19 | 2.628 | 2,30 | ||||
| 2025-11-04 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 3.919 | 0,00 | 743 | 4,65 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 13.705 | 2.483 | ||||||
| 2026-04-20 | 13F | Columbia Asset Management | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Castleark Management Llc | 1.290 | 234 | ||||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 4.693 | 0,00 | 1 | |||||
| 2026-01-30 | 13F | BancorpSouth Bank | 2.746 | -0,47 | 498 | 2,05 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 211.095 | -14,12 | 40.570 | -12,18 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 82.415 | -2,67 | 14.935 | -0,24 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 1.757 | 0,00 | 333 | 4,72 | ||||
| 2026-02-17 | 13F | Janus Henderson Group Plc | 133.110 | -1,31 | 24.121 | 1,14 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 1.685 | 17,10 | 320 | 22,69 | ||||
| 2026-01-22 | 13F | Granite Harbor Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 917 | 0,55 | 178 | 10,56 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 469.444 | 133,83 | 85.111 | 139,96 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 1.805 | 0,00 | 327 | 2,51 | ||||
| 2026-01-08 | 13F | Sentinel Wealth Management, Inc. | 26.352 | 0,00 | 4.775 | 2,49 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 160.937 | -0,09 | 29.163 | 2,39 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 7.596 | 276,04 | 1.440 | 293,44 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 233 | 0,00 | 42 | 2,44 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 2.433 | 15,14 | 441 | 17,96 | ||||
| 2025-11-10 | 13F | Colonial Trust Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 5.412 | -2,29 | 1.026 | 2,29 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 126 | 0,00 | 24 | 4,55 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 1.126 | 3,59 | 204 | 6,25 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 33.154 | -0,55 | 6.008 | 1,92 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 3.628 | 0,00 | 642 | 12,06 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 18.365 | -3,45 | 3.482 | 1,02 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 14.297 | 10,47 | 2.591 | 13,20 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 3.812 | 20,59 | 746 | 30,93 | ||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 4.386 | 0,00 | 832 | 4,66 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 89.573 | 0,32 | 16.232 | 2,82 | ||||
| 2026-02-17 | 13F | Ategra Capital Management, LLC | 6.678 | 0,00 | 1.210 | 2,54 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 658 | 0,15 | 0 | |||||
| 2026-02-14 | 13F | American Trust | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Td Asset Management Inc | 54.815 | 7,30 | 9.933 | 9,98 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 3.353 | 0,03 | 608 | 2,53 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 76.046 | 29,12 | 13.785 | 32,34 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 2.686 | 487 | ||||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 1.765 | 0,00 | 335 | 4,70 | ||||
| 2026-02-09 | 13F | Systematic Financial Management Lp | 11.151 | 89,39 | 2.021 | 94,04 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 30 | 0,00 | 6 | 0,00 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 3.381 | 13,23 | 641 | 18,48 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 13.283 | 40,23 | 2.426 | 138,08 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 24.219 | 88,96 | 4.389 | 93,65 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 132.971 | -2,08 | 24.096 | 0,36 | ||||
| 2026-02-17 | 13F | Financial Avengers, Inc. | 53 | 0,00 | 9 | 0,00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 199.452 | -1,24 | 38.472 | 1,35 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 282 | 51 | ||||||
| 2026-01-27 | 13F | Dravo Bay Llc | 4.362 | -6,41 | 790 | -4,13 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 1.148 | -3,04 | 218 | 1,40 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 650 | 0,00 | 118 | 2,63 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 1.771 | -3,01 | 321 | -0,62 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 244.290 | 3,34 | 44.620 | 6,75 | ||||
| 2025-11-14 | 13F | Walleye Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 3.059 | -8,08 | 554 | -5,78 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 8.634 | 58,68 | 1.565 | 62,58 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 12.399 | -3,15 | 2.247 | -0,75 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 53.247 | -3,91 | 10.095 | 0,54 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 208.594 | 0,99 | 38 | 2,78 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 2.003 | 0,91 | 380 | 5,57 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 281 | 51 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 2.987 | -9,62 | 566 | -5,35 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 13.563 | -7,63 | 2.571 | -3,35 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 10.760 | -22,99 | 2.040 | -19,44 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 1.434 | -6,03 | 260 | -3,72 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 5.899 | 178,65 | 1.069 | 185,56 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 1.880 | -20,10 | 356 | -12,75 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 13.245 | -2,27 | 2.750 | 1,29 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 2.124 | 0,00 | 385 | 2,40 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2.584 | 163,40 | 490 | 176,27 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 6.430 | 18,11 | 1.165 | 21,10 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 16.533 | 18,43 | 2.996 | 21,35 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 4.422 | 0,00 | 801 | 2,56 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 7.698 | 137,67 | 1 | |||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 719 | 25,04 | 130 | 28,71 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 1.440 | 0,00 | 273 | 5,00 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 5.308 | 3,43 | 962 | 5,95 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 88 | 31,34 | 17 | 33,33 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 89.177 | -3,54 | 16.160 | -1,14 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4.553 | 31,59 | 863 | 37,64 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 8.440 | 7,20 | 1.691 | 18,76 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 4.690 | 0,00 | 889 | 4,71 | ||||
| 2026-02-13 | 13F | P Schoenfeld Asset Management Lp | 27.500 | 4.983 | ||||||
| 2026-04-15 | 13F | Verum Partners LLC | 1.082 | -35,90 | 205 | -32,79 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 3.284 | -0,70 | 595 | 1,88 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1.258 | 238 | ||||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 2.496 | 0,00 | 473 | 4,65 | ||||
| 2026-02-12 | 13F | Earnest Partners Llc | 44.534 | 52,88 | 8.070 | 56,70 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 4.981 | 25,40 | 1.028 | 42,98 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 3.025 | 0,07 | 573 | 4,75 | ||||
| 2026-04-09 | 13F | Vista Investment Partners Llc | Put | 1.100 | 209 | |||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 42 | 0,00 | 8 | 0,00 | ||||
| 2026-04-09 | 13F | Vista Investment Partners Llc | 120 | 0,00 | 23 | 4,76 | ||||
| 2026-02-12 | 13F | Eight 31 Financial Llc | 1.667 | 3,48 | 302 | 6,34 | ||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 7.698 | -1,80 | 1.395 | 0,65 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 6.240 | 0,00 | 1.183 | 4,69 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 26.340 | 3,37 | 4.773 | 5,95 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 166.686 | -19,44 | 31.602 | -15,72 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 7 | 0,00 | 1 | 0,00 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 61.073 | 0,70 | 10.798 | 12,87 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 16.793 | 0,09 | 3.043 | 2,60 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 2.976 | 0,00 | 564 | 4,64 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 313 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 1.240 | 225 | ||||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 6.818 | 0,07 | 1.235 | 2,57 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 5.274 | 0,02 | 1.000 | 4,61 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 14.890 | -1,10 | 2.698 | 1,39 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 70 | 0,00 | 13 | 8,33 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 12.711 | -12,17 | 2.304 | -9,97 | ||||
| 2026-04-21 | 13F | Creekside Partners | 2.745 | 0,11 | 520 | 4,84 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 6.000 | 0,00 | 1.138 | 4,60 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5.058 | 21,27 | 959 | 26,89 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 10.331 | 1.959 | ||||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 37.564 | -1,19 | 6.807 | 1,26 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 4.322 | -0,30 | 783 | 2,22 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 2.646 | -4,92 | 502 | -0,60 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 69.165 | 4,95 | 12.533 | 7,56 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 5.236 | 41,32 | 949 | 44,73 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 135.170 | 1,79 | 24.494 | 4,33 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 2.654 | 0,00 | 1 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 1.230 | -0,32 | 244 | 5,19 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 78 | 14 | ||||||
| 2026-04-22 | 13F | Ticino Wealth | 13.585 | -10,42 | 3.047 | 10,88 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5.723 | -38,40 | 1.085 | -35,53 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 4.900 | 2,00 | 929 | 6,78 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 3.152 | 84,98 | 604 | 99,67 | ||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 7.089 | 1,04 | 1.285 | 3,55 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 35.007 | 69,67 | 6.344 | 73,92 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 4.730 | -4,52 | 897 | -0,11 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 12.968 | 0,59 | 2.459 | 5,22 | ||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 428.929 | -0,78 | 81.321 | 3,81 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 4.188 | 27,22 | 794 | 33,22 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 3.153 | -50,00 | 598 | -47,72 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 3.938 | 714 | ||||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 1.302 | 0,00 | 247 | 4,68 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 8.780 | 4,47 | 1.665 | 9,33 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.448 | 1,05 | 262 | 3,56 | ||||
| 2026-04-30 | 13F | River Road Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 3.672 | -1,18 | 665 | 1,37 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 300 | 54 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 272.735 | 6,30 | 49.423 | 8,94 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 275 | 0,00 | 52 | 6,12 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 7.125 | 0,00 | 1.351 | 4,57 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 2.781 | 9,75 | 504 | 12,28 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 300 | 28 | ||||||
| 2026-04-15 | 13F | City Holding Co | 22.370 | -2,23 | 4.241 | 2,29 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 17.773 | 0,00 | 3.221 | 2,48 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.507 | 0,00 | 286 | 4,40 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 2.016 | 0,00 | 382 | 4,66 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 4.629 | -16,34 | 839 | -14,31 | ||||
| 2026-02-12 | 13F | First Western Trust Bank | 2.581 | 0,00 | 468 | 2,41 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 15.205 | 103,57 | 2.755 | 133,87 | ||||
| 2026-02-17 | 13F | Principal Street Partners, LLC | 6.204 | 0,58 | 1.124 | 3,12 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 18.215 | -0,76 | 3.302 | 1,73 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3.147 | -4,46 | 597 | 0,00 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 1.207 | 0,00 | 219 | 2,35 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 1.409 | 0,07 | 267 | 4,71 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 2.923 | 0,00 | 530 | 2,52 | ||||
| 2026-04-23 | 13F | American National Bank | 2.260 | 0,00 | 428 | 4,65 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 86.928 | 15.753 | ||||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 3.582 | 0,00 | 649 | 2,53 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | -93,54 | 7 | -93,88 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 110.561 | -2,75 | 21.326 | -0,20 | ||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 3.951 | 0,05 | 730 | 1,25 | ||||
| 2026-04-24 | 13F | Bayban | 1.250 | 0,00 | 237 | 4,42 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 1.400 | -17,65 | 247 | -7,84 | |||
| 2026-02-02 | 13F | Principal Financial Group Inc | 154.468 | 198,97 | 27.992 | 206,41 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 1.300 | -82,89 | 230 | -80,88 | |||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 1.912 | 0,10 | 362 | 4,62 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 2.027 | -2,17 | 384 | 0,26 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 30.822 | 2,58 | 5.844 | 7,31 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 8.892 | -6,40 | 1.611 | -4,05 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 52.470 | -1,34 | 9.508 | 1,12 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 209 | -50,00 | 40 | -48,00 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 3.012 | 0,37 | 571 | 4,96 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 145.868 | -0,51 | 24.828 | -4,22 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 262.548 | 7,35 | 47.612 | 10,05 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 1.320 | -1,35 | 250 | 3,31 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 5.000 | 948 | ||||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 2.016 | 0,00 | 365 | 2,53 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 270 | -3,57 | 49 | -2,04 | ||||
| 2026-03-27 | 13F | Fell Capital Management /adv | 20.547 | 3.723 | ||||||
| 2026-01-26 | 13F | Luts & Greenleigh Group, Inc | 8.263 | 0,98 | 1.497 | 3,53 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 2.092 | -4,17 | 379 | -1,56 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 1.438 | 0,00 | 273 | 4,62 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 21 | 4 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 658 | 0,00 | 125 | 4,20 | ||||
| 2026-02-05 | 13F | Alexander Randolph Advisory Inc | 1.555 | 0,00 | 282 | 2,55 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 2.574 | -10,06 | 466 | -7,91 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 39.146 | -4,53 | 7.094 | -2,15 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 72.317 | -2,77 | 13.105 | -0,36 | ||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 3.013 | 1,24 | 546 | 3,61 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 2.659 | 5,94 | 482 | 8,58 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 1.335 | 0,00 | 242 | 2,12 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 100 | 18 | ||||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 1.018.005 | 2,36 | 184.472 | 4,90 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 54 | 0,00 | 10 | 0,00 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 1.692 | -3,15 | 338 | 5,64 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 237.549 | -0,83 | 45.037 | 3,76 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 1.897 | 0,00 | 360 | 4,66 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 6.535 | -0,53 | 1.239 | 4,03 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 5.547 | 1,41 | 1.052 | 6,05 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 2.143 | 0,28 | 406 | 4,91 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 5.026 | -1,99 | 911 | 0,44 | ||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 760 | 138 | ||||||
| 2026-02-11 | 13F | CNB Bank | 546 | 15,92 | 99 | 18,07 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 216 | 0,00 | 41 | 2,56 | ||||
| 2026-02-12 | 13F | Howland Capital Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-03-24 | 13F/A | Barclays Plc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-11-14 | 13F | Sentinus, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 1.515 | -35,89 | 275 | -34,29 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 60 | -4,76 | 11 | -9,09 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 1.976 | -0,10 | 375 | 4,47 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 281.324 | 49,81 | 50.979 | 53,53 | ||||
| 2026-02-09 | 13F | NWK Group, Inc. | 57 | 0,00 | 10 | 0,00 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 9.087 | 46,26 | 1.647 | 49,91 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2.418 | -18,50 | 458 | -14,71 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 140.851 | -0,39 | 26.704 | 4,21 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 21 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 1.907 | 0,00 | 373 | 10,39 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2.424 | 2,32 | 460 | 6,99 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 2.327 | 92,95 | 422 | 97,65 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 18.449 | 3.343 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 22.809 | -10,13 | 4.133 | -7,89 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 1.624 | -0,61 | 308 | 3,72 | ||||
| 2026-02-13 | 13F | Commerce Bank | 328.019 | -2,64 | 59.440 | -0,22 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 50 | 0,00 | 9 | 12,50 | ||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 4.172 | 0,29 | 756 | 2,86 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 659 | 0,00 | 125 | 4,20 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 1.937 | 0,00 | 351 | 2,63 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 2.117 | 0,09 | 401 | 4,70 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 9.450 | -38,43 | 2 | -50,00 | ||||
| 2026-02-17 | 13F | Capstone Investment Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 19.900 | 595,32 | 3.773 | 628,19 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 4.087 | -10,69 | 775 | -6,63 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | E&G Advisors, LP | 5.197 | -4,27 | 985 | 0,20 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 28.612 | -5,86 | 5.185 | -3,52 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.734 | -0,17 | 329 | 4,46 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 23.500 | -44,31 | 4.258 | -42,93 | |||
| 2026-02-12 | 13F | Adviser Investments LLC | 25.844 | 0,07 | 4.683 | 2,56 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 559 | -11,13 | 106 | -6,19 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 6.800 | 240,00 | 1.232 | 249,01 | |||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 6.442 | -0,36 | 1.167 | 2,10 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 807 | 0,00 | 146 | 2,82 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 157 | 0,00 | 31 | 7,14 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 10.050 | 0,23 | 1.821 | 2,77 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 3.600 | 0,00 | 652 | 2,52 | ||||
| 2026-04-22 | 13F | Chemung Canal Trust Co | 4.422 | 0,00 | 838 | 4,62 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 2 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Elite Financial, Inc. | 96.324 | -0,25 | 17 | 0,00 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 9.036 | 0,00 | 1.637 | 2,50 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 4 | 0,00 | 1 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.963 | -7,35 | 562 | -3,11 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 3.468 | -1,76 | 628 | 0,64 | ||||
| 2026-02-11 | 13F | Monetary Management Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 5.307 | -0,38 | 962 | 2,13 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 417 | 0,00 | 79 | 5,33 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 2.440 | -0,33 | 442 | 2,31 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 58.179 | 75,61 | 11 | 100,00 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Cove Private Wealth, LLC | 1.111 | 201 | ||||||
| 2026-02-12 | 13F | Betterment LLC | 695.877 | -3,13 | 126 | -0,79 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 22 | 4 | ||||||
| 2026-01-15 | 13F | Founders Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 2.758 | -69,37 | 523 | -68,00 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 27.140 | 0,00 | 4.918 | 2,48 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1.060 | -5,19 | 0 | |||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 173 | 31 | ||||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 107 | 0,00 | 19 | 5,56 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 30.368 | -49,45 | 5.369 | -43,35 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 3.082 | 0,00 | 584 | 4,66 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 103 | 0,00 | 19 | 5,56 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 22 | 0,00 | 4 | 33,33 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 28.230 | 5,99 | 5.352 | 10,90 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 3 | 1 | ||||||
| 2026-02-12 | 13F | RPg Family Wealth Advisory, LLC | 20.940 | 121,40 | 3.795 | 126,91 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 712.109 | -2,52 | 129.041 | -0,09 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 525 | 0,00 | 95 | 3,26 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6.359 | -16,58 | 1.206 | -12,74 | ||||
| 2026-02-13 | 13F | S&t Bank/pa | 261 | 0,00 | 47 | 2,17 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 925 | 0,00 | 175 | 4,79 | ||||
| 2026-04-14 | 13F | R.H. Investment Group, LLC | 1.708 | 339 | ||||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 2.142 | 3,13 | 388 | 6,01 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 53.508 | -0,67 | 10.145 | 3,92 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 2.530 | 0,00 | 458 | 2,46 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 27 | -35,71 | 5 | -28,57 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 523 | 95 | ||||||
| 2026-02-13 | 13F | Haverford Trust Co | 3.347 | -0,98 | 607 | 1,51 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 182.001 | 115,95 | 34.506 | 125,94 | ||||
| 2026-01-21 | 13F | Culbertson A N & Co Inc | 5.151 | -1,15 | 933 | 1,30 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 4.632 | 1,36 | 840 | 3,83 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16.599 | 0,02 | 3.008 | 2,49 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2.641 | 6,79 | 501 | 11,61 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 3.951 | 730 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 2.406 | -0,29 | 439 | 3,05 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9.416 | -2,36 | 1.785 | 2,18 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 127.322 | 92,70 | 23.072 | 97,50 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 17.134 | 0,90 | 3.105 | 3,40 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 3.795 | 0,00 | 719 | 4,66 | ||||
| 2026-02-13 | 13F | Ariel Investments, Llc | 33.319 | -25,90 | 6.038 | -24,06 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 53.328 | -1,63 | 10.110 | 2,92 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 78 | 14 | ||||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 2.276 | 0,00 | 412 | 2,49 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 137 | 0,00 | 25 | 0,00 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 14.200 | 2.692 | ||||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 130 | 0,00 | 25 | 4,35 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 57 | 0,00 | 10 | 0,00 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 1.314 | -0,45 | 238 | 2,15 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 20.081 | -0,87 | 3.807 | 3,73 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 8.889 | -0,49 | 1.685 | 4,14 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 25.703 | 0,00 | 4.873 | 4,64 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 1.873 | -52,62 | 355 | -50,42 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1.527 | 21,58 | 290 | 27,31 | ||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 1.430 | 0,00 | 259 | 2,78 | ||||
| 2026-04-20 | 13F | City State Bank | 523 | -44,30 | 99 | -41,76 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 395 | 0,25 | 71 | 2,90 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 3.144 | 0,00 | 570 | 2,52 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 4.318 | -2,37 | 819 | 2,12 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 44 | 0,00 | 8 | 0,00 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 1.878 | 356 | ||||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 37.480 | 3,00 | 6.792 | 5,57 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 3.225 | 0,00 | 611 | 4,62 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 2.372 | 0,00 | 447 | -4,70 | ||||
| 2026-02-13 | 13F | Segall Bryant & Hamill, Llc | 43.018 | 36,53 | 7.795 | 39,95 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 450 | 0,00 | 85 | 4,94 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 2.445 | -2,32 | 443 | 0,23 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 9.156 | 1.736 | ||||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 6.734 | 1.220 | ||||||
| 2026-02-03 | 13F | Connable Office Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 38.599 | -0,34 | 6.995 | 2,15 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1.665 | 0,00 | 316 | 4,65 | ||||
| 2026-02-13 | 13F | Gator Capital Management, LLC | 2.375 | 0,00 | 430 | 2,63 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 3.002 | 493 | ||||||
| 2026-02-17 | 13F | City National Bank Of Florida /msd | 2.000 | 0,00 | 362 | 2,55 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 1.146 | -53,62 | 208 | -52,52 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 1.924 | 2,56 | 349 | 5,14 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 36.321 | 3,23 | 6.582 | 5,79 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 8.391 | 4,17 | 1.521 | 6,74 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 68.553 | 12.997 | ||||||
| 2026-02-13 | 13F | Destination Wealth Management | 1.625 | 4,50 | 294 | 7,30 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 95 | 17 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 13.283 | 71,70 | 2.407 | 76,08 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 10.960 | -69,85 | 1.986 | -69,09 | ||||
| 2026-02-04 | 13F | Wedgewood Investors Inc /pa/ | 1.721 | -6,87 | 312 | -4,60 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 210 | 38 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 1.947 | 2,74 | 0 | |||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 5.716 | -2,14 | 1.084 | 2,36 | ||||
| 2026-01-29 | 13F | MWA Asset Management | 4.759 | -2,60 | 863 | -0,12 | ||||
| 2026-04-09 | 13F | Vista Investment Partners Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 1.305 | -0,76 | 247 | 3,78 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 2.017 | 0,00 | 366 | 2,53 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 15.660 | 7,22 | 2.969 | 12,17 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 16.448 | -73,82 | 2.981 | -73,17 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 4.616 | 3,52 | 875 | 8,43 | ||||
| 2026-02-23 | 13F | McMill Wealth Management | 1.948 | 0,00 | 353 | 2,62 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 1.524 | 18,23 | 289 | 23,61 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 205.779 | -3,03 | 37.289 | -0,62 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 1.248 | 2,46 | 226 | 5,12 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 33.521 | 4,83 | 6.074 | 7,45 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 157.875 | -0,39 | 29 | 0,00 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 6.061 | -5,67 | 1.149 | -1,29 | ||||
| 2026-04-15 | 13F | Professional Advisory Services Inc | 1.232 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 4 | 0,00 | 1 | |||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 14 | 0,00 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Brandywine Global Investment Management, LLC | 151 | -99,75 | 27 | -99,75 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 547 | 218,02 | 99 | 230,00 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 54.175 | -2,72 | 9.817 | -0,29 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 2.872 | -14,63 | 520 | -12,46 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 2.062 | -1,20 | 391 | 3,17 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 168.592 | -16,43 | 30.551 | -14,36 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 1.085 | 3,63 | 225 | 10,29 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 16.126 | -21,49 | 2.922 | -19,53 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 268.617 | -1,46 | 48.675 | 1,00 | ||||
| 2026-02-05 | 13F | Gamco Investors, Inc. Et Al | 4.045 | -0,61 | 733 | 1,81 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 99.955 | -2,31 | 18.113 | 0,12 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 6.790 | -11,43 | 1.230 | -9,23 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 23.366 | 180,77 | 4.234 | 187,83 | ||||
| 2026-02-11 | 13F | Teachers Insurance & Annuity Association Of America | 2.341 | 0,00 | 424 | 2,66 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 20.676 | 0,00 | 3.920 | 4,62 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 3.183 | -0,90 | 603 | 3,61 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 384 | 0,00 | 70 | 2,99 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 597 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 6.366 | -4,29 | 1.207 | 2,55 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 1.743 | -8,89 | 316 | -6,80 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 152 | 2.071,43 | 28 | 2.600,00 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 3.000 | 0,00 | 569 | 4,60 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 1.263 | 0,00 | 239 | 4,82 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 38.781 | 1,63 | 7.353 | 6,33 | ||||
| 2025-11-13 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Rockland Trust Co | 1.240 | 235 | ||||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 32.086 | -0,33 | 6.083 | 4,29 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1.104 | 209 | ||||||
| 2026-02-17 | 13F | Atom Investors LP | 5.461 | -97,62 | 990 | -97,56 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 1.785 | 0,00 | 323 | 2,54 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 1.410 | 0,00 | 267 | 4,71 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 1.950 | 0,00 | 370 | 4,53 | ||||
| 2026-02-12 | 13F | Fuller & Thaler Asset Management, Inc. | 149.750 | 202,18 | 27.136 | 209,70 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 2.002 | 21,26 | 363 | 24,40 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 9.912 | -1,77 | 1.879 | 2,79 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 49 | 0,00 | 9 | 0,00 | ||||
| 2025-11-03 | 13F | Coastal Bridge Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 3.986 | 0,03 | 722 | 2,56 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 12.069 | 0,40 | 2.288 | 5,05 | ||||
| 2025-11-13 | 13F | Twin Tree Management, LP | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 309 | -14,17 | 59 | -10,77 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 1.265 | 1,85 | 229 | 4,57 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 8.376 | -9,08 | 1.518 | -6,82 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 430 | 0,00 | 78 | 1,32 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 34.722 | -18,51 | 6.342 | -15,82 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 100 | 0,00 | 19 | 0,00 | ||||
| 2026-02-13 | 13F | Croban | 2.362 | -4,33 | 428 | -1,83 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 3.448 | -8,18 | 625 | -5,88 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 32.199 | -2,68 | 5.835 | -0,27 | ||||
| 2026-02-04 | 13F | Twin Lakes Capital Management, LLC | 40 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 41.959 | -20,81 | 7.603 | -18,84 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 3.700 | -4,12 | 1 | |||||
| 2026-01-30 | 13F | Shaker Investments Llc/oh | 2.800 | 507 | ||||||
| 2026-02-17 | 13F | Public Employees Retirement System Of Ohio | 6.220 | 225,65 | 1.127 | 234,42 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 11.360 | -0,95 | 2.059 | 1,53 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aft, Forsyth & Company, Inc. | 3.786 | -0,63 | 686 | 1,78 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 6.320 | 1.145 | ||||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 2.362 | -2,64 | 448 | 1,82 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 31 | 0,00 | 6 | 0,00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 3.921 | 805 | ||||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 10 | 2 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3.486 | 1,22 | 661 | 5,77 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 18.421 | -1,68 | 3.492 | 2,86 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1.496 | 0,00 | 284 | 4,43 | ||||
| 2026-02-13 | 13F | Hudson Bay Capital Management LP | 1.622 | 294 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 2.220 | 4,37 | 402 | 6,91 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 439 | 0,00 | 83 | 5,06 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 61.145 | 18,29 | 11.080 | 21,24 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 57 | 11 | ||||||
| 2026-02-09 | 13F | Eukles Asset Management | 7.071 | 0,54 | 1.281 | 3,06 | ||||
| 2026-04-21 | 13F | Wasatch Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Nvwm, Llc | 600 | 0,00 | 114 | 4,63 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 222 | 692,86 | 42 | 740,00 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 6.156 | -2,59 | 1.115 | -0,18 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 2.602 | -34,71 | 471 | -33,10 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 16.866 | -3,39 | 3.198 | 1,07 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 22.138 | -0,27 | 4.012 | 2,19 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 2.326 | 21,84 | 421 | 24,93 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 8.251 | -2,46 | 1.564 | 2,09 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 7.614 | -8,68 | 1.380 | -6,45 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 938 | -2,29 | 170 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 2.418 | -1,99 | 438 | 0,46 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.967 | 0,27 | 562 | 4,85 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 5.291 | -1,16 | 1.069 | 10,32 | ||||
| 2026-02-14 | 13F | Pointe Capital Management LLC | 11.016 | 5,56 | 1.996 | 8,18 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 3.865 | -19,36 | 733 | -15,67 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 6.700 | 1.214 | ||||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 753 | 136 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 75.947 | -1,98 | 14.399 | 2,55 | ||||
| 2026-02-02 | 13F | Windward Private Wealth Management Inc. | 9.086 | -9,08 | 1.646 | -6,80 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 102 | 18 | ||||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 60.923 | -0,50 | 11.550 | 4,10 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 1.283 | 0,00 | 232 | 2,65 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 276.744 | 2,47 | 50.149 | 5,11 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 2.631 | -6,64 | 499 | -2,35 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 69 | -49,64 | 13 | -50,00 | ||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 1.108.920 | 0,23 | 210.240 | 4,87 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Insight Inv LLC | 200 | 0,00 | 38 | 2,78 | ||||
| 2026-02-10 | 13F | Performa Ltd (US), LLC | 11.999 | -77,14 | 2.174 | -76,58 | ||||
| 2026-02-09 | 13F | Royce & Associates Lp | 21.662 | -82,82 | 3.925 | -82,40 | ||||
| 2026-02-13 | 13F/A | Archvest Wealth Advisors, Inc. | 3.277 | 4,53 | 594 | 7,04 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Foundation Wealth Management, LLC | 37.323 | -2,48 | 6.771 | 0,06 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.167 | 0,00 | 221 | 4,74 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 1.195 | 221 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 191 | 2,14 | 35 | 21,43 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 5.471 | 0,00 | 1.037 | 4,64 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 1.535 | 291 | ||||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 115 | 21 | ||||||
| 2026-02-12 | 13F | Ci Investments Inc. | 5.059 | -16,61 | 917 | 91.500,00 | ||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 17.633 | 0,36 | 3.195 | 2,87 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 3.284 | 0,00 | 595 | 2,59 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 294 | -99,19 | 53 | -99,17 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 3.755 | -0,16 | 681 | 2,26 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Fairman Group, LLC | 72 | 0,00 | 14 | 0,00 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 175 | 0,00 | 33 | 6,45 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 4.934 | 0,00 | 894 | 0,00 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 446.651 | -31,30 | 80.938 | -29,59 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 2.462 | 96,18 | 467 | 105,29 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 9.131 | 12,67 | 1.731 | 17,92 | ||||
| 2026-02-04 | 13F | Pacific Ridge Capital Partners, LLC | 7.251 | 1.314 | ||||||
| 2026-04-16 | 13F | Friday Financial | 2.192 | -10,27 | 416 | -6,11 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 5.379 | 1.020 | ||||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 210.701 | 235,99 | 38.182 | 244,35 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 2.972 | -1,39 | 564 | 3,11 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 4.240 | 0,26 | 768 | 2,81 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 3.000 | 0,00 | 569 | 4,60 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 3.511 | 0,00 | 666 | 4,56 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 106 | -61,59 | 0 | |||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 1.405 | 266 | ||||||
| 2026-02-13 | 13F | Boston Partners | 65.109 | 216,74 | 11.909 | 227,68 |
