Grundlæggende statistik
| Institutionelle ejere | 1075 total, 1071 long only, 1 short only, 3 long/short - change of 4,15% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2724 % - change of -9,95% MRQ |
| Institutionelle aktier (lange) | 32.081.461 (ex 13D/G) - change of 1,20MM shares 3,90% MRQ |
| Institutionel værdi (lang) | $ 10.250.866 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Russell 2000 Growth ETF (US:IWO) har 1075 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 32,102,461 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Barings Llc, Tiaa Trust, National Association, Envestnet Asset Management Inc, Goldman Sachs Group Inc, Cassaday & Co Wealth Management LLC, Wells Fargo & Company/mn, Pnc Financial Services Group, Inc., and LPL Financial LLC .
iShares Trust - iShares Russell 2000 Growth ETF (ARCA:IWO) 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 March 6, 2026 is 320,36 / share. Previously, on March 10, 2025, the share price was 257,55 / share. This represents an increase of 24,39% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 13F | Athena Investment Management | 1.694 | 0,00 | 547 | 0,92 | ||||
| 2026-02-10 | 13F | Spinnaker Trust | 965 | 0,00 | 312 | 0,97 | ||||
| 2026-01-30 | 13F | Renasant Bank | 2.997 | 0,00 | 968 | 0,94 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 12 | 4 | ||||||
| 2026-01-30 | 13F | Keybank National Association/oh | 146.115 | 0,55 | 47.197 | 1,48 | ||||
| 2025-11-07 | 13F | Advisors Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Greatmark Investment Partners, Inc. | 890 | 0,00 | 287 | 1,06 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 5.632 | -30,72 | 1.819 | -30,07 | ||||
| 2026-02-11 | 13F | Hoxton Planning & Management, LLC | 1.887 | -6,40 | 610 | -5,58 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 2 | 0,00 | 1 | |||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 30.724 | 9.924 | ||||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | LMG Wealth Partners, LLC | 46.144 | 2,11 | 14.905 | 3,06 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 4.262 | 0,00 | 1.377 | 0,88 | ||||
| 2026-02-06 | 13F | Insight Inv LLC | 82 | 0,00 | 26 | 0,00 | ||||
| 2026-02-13 | 13F | Nicholas Investment Partners, LP | 17.261 | 5.575 | ||||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 831 | 0,36 | 269 | 1,13 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 17.522 | -4,71 | 5.660 | -3,82 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 929 | -2,00 | 300 | -0,99 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 2.217 | -1,38 | 716 | -0,42 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 26.807 | 8.579 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 1.808 | 584 | ||||||
| 2026-01-21 | 13F | Mayport, Llc | 700 | -8,97 | 226 | -8,13 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 5.956 | -1,64 | 1.924 | -0,72 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 646 | 0,00 | 209 | 0,97 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 242 | 0,00 | 78 | 1,30 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 11.677 | -0,01 | 3.772 | 0,91 | ||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 1.677 | -0,24 | 542 | 0,74 | ||||
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 10.143 | 3.276 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 4.739 | -0,94 | 1.531 | -0,07 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 784 | 0,00 | 253 | 1,20 | ||||
| 2026-02-13 | 13F | Rhumbline Advisers | 939 | 127,36 | 303 | 129,55 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 150 | 0,00 | 48 | 0,00 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 38.398 | 0,03 | 12.293 | 11,99 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 2.950 | 43,27 | 961 | 46,05 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 100 | 32 | ||||||
| 2026-02-02 | 13F | Equitable Trust Co | 5.230 | 1,18 | 1.689 | 2,12 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 1.078 | 0,00 | 348 | 0,87 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 57 | 1,79 | 18 | 0,00 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 18.215 | 9,71 | 5.884 | 10,73 | ||||
| 2026-01-14 | 13F | Eastern Bank | 3.223 | 1,93 | 1.041 | 2,97 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 23.053 | 7.446 | ||||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 5.141 | -11,24 | 1.771 | -4,43 | ||||
| 2026-02-10 | 13F | Arcadia Investment Management Corp/mi | 235 | 34,29 | 76 | 33,93 | ||||
| 2026-01-26 | 13F | Invested Advisors | 1.215 | 392 | ||||||
| 2026-02-17 | 13F | EFG International AG | 407 | 132 | ||||||
| 2026-01-27 | 13F | Regions Financial Corp | 12.615 | -3,50 | 4.075 | -2,61 | ||||
| 2026-02-17 | 13F | Bci Securities, Inc. | 1.164 | 376 | ||||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Key Capital Management, INC | 12 | 4 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 155 | 0,00 | 50 | 2,04 | ||||
| 2025-11-10 | 13F | Thoroughbred Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Argentarii, LLC | 1.087 | 0,83 | 351 | 1,74 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 3.574 | -4,03 | 1.154 | -3,11 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 20.335 | 24,00 | 6.568 | 25,15 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 3.219 | 0,06 | 1.040 | 0,97 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 4.206 | -8,66 | 1.359 | -7,81 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 9.128 | 3,88 | 2.948 | 4,84 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 6.057 | 2,07 | 1.956 | 3,00 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 11.121 | 44,54 | 3.592 | 45,90 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 378 | -1,31 | 122 | 0,00 | ||||
| 2026-02-03 | 13F | Bokf, Na | 18.996 | -19,83 | 6.136 | -19,10 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 64.230 | 0,79 | 20.747 | 1,72 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 131 | 11,02 | 42 | 13,51 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 45 | 0,00 | 15 | 0,00 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 30 | 11,11 | 9 | 0,00 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 565 | -0,88 | 181 | 11,11 | ||||
| 2025-11-13 | 13F | Twin Tree Management, LP | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Marshall & Sullivan Inc /wa/ | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Twin Tree Management, LP | Put | 0 | -100,00 | 0 | ||||
| 2026-01-28 | 13F | VAUGHAN & Co SECURITIES, INC. | 73.800 | 1,02 | 23.838 | 1,96 | ||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 1.218 | 0,00 | 393 | 1,03 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 392 | 127 | ||||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 25 | 0,00 | 8 | 0,00 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 1.242 | 0,16 | 401 | 1,26 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 98 | 0,00 | 32 | 0,00 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 822 | 266 | ||||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 3.469 | 0,00 | 1.121 | 0,90 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 719 | 0,00 | 232 | 0,87 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 1.508 | -1,31 | 487 | -0,41 | ||||
| 2026-02-12 | 13F | Oder Investment Management, LLC | 1.260 | 0,00 | 407 | 0,74 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 7.064 | 0,00 | 2.282 | 0,93 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.253 | 2,04 | 405 | 3,06 | ||||
| 2026-01-22 | 13F | Roffman Miller Associates Inc /pa/ | 1.267 | 2,84 | 409 | 3,81 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 498 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 1.974 | -2,03 | 638 | -1,09 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 8.308 | -0,54 | 2.684 | 0,37 | ||||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 1.250 | 0,00 | 404 | 0,75 | ||||
| 2025-10-08 | 13F | RDA Financial Network | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 40.590 | 17,88 | 13.111 | 18,99 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 1.201 | -4,91 | 388 | -3,96 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 1.453 | 204,61 | 469 | 208,55 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 1.143 | 0,00 | 369 | 1,10 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 6.370 | -3,00 | 2 | 0,00 | ||||
| 2026-01-14 | 13F | Bell Bank | 2.533 | -6,53 | 818 | -5,65 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 11.869 | 0,25 | 3.834 | 1,19 | ||||
| 2026-02-09 | 13F | Powell Investment Advisors, LLC | 60.334 | -0,48 | 19.489 | 0,44 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 79.275 | 4,52 | 25.607 | 5,49 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 613.190 | -1,33 | 198.067 | -0,42 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 7.292 | -72,10 | 2.356 | -71,85 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 3.265 | 18,17 | 1.055 | 19,23 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 3.510 | 0,98 | 1.134 | 1,89 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 25.332 | -1,44 | 8.182 | 11,37 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 68 | 22 | ||||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Intrepid Financial Planning Group LLC | 3.614 | -0,96 | 1.167 | 0,00 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 63 | 0,00 | 20 | 0,00 | ||||
| 2025-09-29 | NP | OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class | Short | -21.000 | 116,49 | -6.093 | 147,28 | |||
| 2026-02-11 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1.067 | 362 | ||||||
| 2026-01-21 | 13F | First United Bank Trust/ | 512 | 0,00 | 165 | 1,23 | ||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 1.075 | -2,27 | 347 | -1,14 | ||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 3.146 | -0,47 | 1.016 | 0,49 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.121.692 | 5,04 | 362.318 | 6,02 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 8 | 0,00 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Vaughan David Investments Inc/il | 1.000 | 0,00 | 0 | |||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 18.926 | -1,48 | 6.113 | -0,57 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 2.898 | 0,14 | 936 | 1,08 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 1.039 | 5,27 | 336 | 6,35 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 683 | 0,00 | 221 | 0,92 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 10.021 | 5,56 | 3.237 | 6,52 | ||||
| 2026-02-06 | 13F | Stronghold Wealth Management L.L.C. | 5.254 | 1.697 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 40.158 | 5,16 | 12.971 | 6,14 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 410 | 1.950,00 | 103 | 1.960,00 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 1.096 | -3,27 | 354 | -2,21 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 1.007 | 325 | ||||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 805 | -33,20 | 260 | -32,47 | ||||
| 2026-01-21 | 13F | Perfromance Wealth Partners, LLC | 1.658 | 0,00 | 536 | 0,94 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 5.056 | -4,57 | 1.633 | -3,66 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 991 | -1,69 | 317 | 10,07 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 318 | -23,92 | 103 | -23,31 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 1.800 | 581 | ||||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 800 | -5,33 | 258 | -4,44 | ||||
| 2026-02-11 | 13F | Axiom International Investors Llc /de | 47.100 | -12,94 | 15.214 | -12,13 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 1.499 | -24,79 | 484 | -25,65 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 457 | 0,00 | 148 | 0,68 | ||||
| 2026-02-12 | 13F | Index Technologies Group LLC | 6.968 | 2.251 | ||||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1.372 | 0,00 | 443 | 0,91 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 687 | 0,00 | 222 | 0,91 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 1.019 | 0,00 | 329 | 0,92 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 2.380 | -3,57 | 769 | -2,78 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 3.123 | 0,00 | 1.009 | 0,90 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 874 | 0,11 | 282 | 1,08 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 2.029 | -14,71 | 649 | -4,28 | ||||
| 2025-09-25 | NP | THMAX - Thrivent Moderate Allocation Fund Class A | 890 | -72,31 | 258 | -68,30 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 1.940 | 0,00 | 627 | 0,97 | ||||
| 2026-01-02 | 13F | LBJ Family Wealth Advisors, Ltd. | 25.453 | -0,44 | 8 | 0,00 | ||||
| 2026-01-28 | 13F | Badgley Phelps Wealth Managers, LLC | 223.021 | 2,92 | 72.038 | 3,88 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 1.737 | 0,00 | 561 | 1,08 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 4.397 | 0,00 | 1.420 | 0,92 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 52 | 0,00 | 33 | 100,00 | ||||
| 2026-02-12 | 13F | William Allan, Llc | 1.299 | 420 | ||||||
| 2026-01-15 | 13F | Brookstone Capital Management | 3.095 | -36,07 | 1.000 | -35,51 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 47 | 0 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 67.791 | 6,29 | 21.904 | 7,30 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 522.032 | 10,33 | 168.622 | 11,36 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 9.472 | 358,47 | 3.060 | 362,78 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 7.469 | 15,69 | 2.413 | 16,75 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 9 | 0,00 | 3 | 0,00 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 502 | 0,00 | 162 | 1,25 | ||||
| 2026-02-17 | 13F | First Light Asset Management, LLC | 760 | 245 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 103.345 | 3,15 | 33.381 | 4,10 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 10.629 | -11,36 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 793 | 10,45 | 256 | 11,79 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 1.878 | 0,00 | 607 | 0,83 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 1.957 | 0,00 | 632 | 0,96 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 110 | 0,00 | 36 | 0,00 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 3.995 | 19,25 | 1.290 | 20,34 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 52.611 | -4,57 | 16.994 | -3,68 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2.945 | -9,63 | 951 | -8,82 | ||||
| 2026-01-22 | 13F | City Holding Co | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 4.151.228 | 10,56 | 1.340.888 | 11,58 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 1.799 | -7,22 | 581 | -6,29 | ||||
| 2026-02-02 | 13F | Carbahal Olsen Financial Services Group, LLC | 14.558 | 1,65 | 4.703 | 2,60 | ||||
| 2026-01-26 | 13F | Consilium Wealth Advisory, LLC | 2.416 | 0,00 | 780 | 0,91 | ||||
| 2026-01-15 | 13F | Lewis Asset Management, LLC | 5.136 | 1,99 | 1.659 | 2,98 | ||||
| 2025-10-30 | 13F | Emerald Advisers, Llc | 23 | |||||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 15.225 | -17,10 | 4.918 | -16,33 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-25 | NP | IHSAX - THE HARTFORD SMALL COMPANY FUND Class A | 43.773 | -59,78 | 12.701 | -53,97 | ||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 1.692 | 0,00 | 547 | 0,92 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 9 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 2.156 | 696 | ||||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 41.462 | -3,42 | 13.393 | -2,52 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 33 | 0,00 | 11 | 0,00 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 2.811 | 0,00 | 908 | 0,89 | ||||
| 2026-02-04 | 13F | Seelaus Asset Management LLC | 1.725 | 0,00 | 557 | 0,91 | ||||
| 2026-01-14 | 13F | Embree Financial Group | 1.044 | 0,10 | 337 | 1,20 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 12.432 | -0,60 | 4.016 | 0,32 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 11.205 | -4,53 | 3.619 | -3,65 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 61.864 | 710,59 | 19.983 | 718,26 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 985 | 0,00 | 318 | 0,95 | ||||
| 2026-02-06 | 13F | Motco | 475 | 0,00 | 153 | 0,66 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 2.061 | 17,84 | 666 | 18,96 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 199 | 0,51 | 64 | 1,59 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 892 | 0,00 | 288 | 1,05 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 719 | 232 | ||||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 430 | 0,00 | 139 | 0,73 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 4.215 | 3,08 | 1.361 | 4,05 | ||||
| 2026-02-18 | 13F | Sierra Capital LLC | 2.223 | 0,00 | 1 | |||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Leisure Capital Management | 1.111 | 359 | ||||||
| 2026-02-04 | 13F | Bensler, LLC | 1.878 | -22,97 | 607 | -22,31 | ||||
| 2026-01-21 | 13F | Salus Financial Advisors, LLC | 804 | 5,93 | 260 | 7,02 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1.078 | 1,70 | 348 | 2,65 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 1.614 | 0,19 | 521 | 1,17 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 5.858 | 1.892 | ||||||
| 2026-02-02 | 13F | Syntax Research, Inc. | 146 | 0,00 | 47 | 2,17 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 374 | 53,28 | 121 | 53,85 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 2.012 | 650 | ||||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 10.155 | -0,74 | 3.280 | 0,18 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 147 | 54,74 | 47 | 56,67 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 3.446 | -3,77 | 1.113 | -2,79 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 2.297 | 0,00 | 1 | |||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 127.183 | 0,77 | 41.081 | 1,71 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.063 | -11,27 | 343 | -10,44 | ||||
| 2026-02-12 | 13F | Jasper Ridge Partners, L.P. | 5.145 | 0,00 | 1.662 | 0,91 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 7.788 | 2.516 | ||||||
| 2025-11-14 | 13F | MEMBERS Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Courier Capital Llc | 47.800 | 1,89 | 15.440 | 2,84 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 1.071 | -35,71 | 346 | -35,08 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 27.006 | 15,41 | 8.723 | 45,89 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 278 | 0,00 | 90 | 1,14 | ||||
| 2026-02-12 | 13F | Barings Llc | 1.657.750 | 2,05 | 540.012 | 3,93 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 2.214 | 0,00 | 715 | 0,99 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 836 | -1,07 | 270 | 0,00 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 43.449 | 1,48 | 14.035 | 2,42 | ||||
| 2026-01-15 | 13F | Acima Private Wealth, Llc | 3.170 | 0,00 | 1.024 | 0,89 | ||||
| 2026-02-13 | 13F | Marshall Wace, Llp | 2.674 | 864 | ||||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 635 | 0,00 | 205 | 0,99 | ||||
| 2026-02-11 | 13F | Coastwise Capital Group, LLC | 1.476 | 0,14 | 477 | 1,06 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 1.093 | 16,03 | 353 | 17,28 | ||||
| 2026-01-27 | 13F | Davidson Trust Co | 3.443 | -2,16 | 1.112 | -1,16 | ||||
| 2025-11-14 | 13F | Weiss Asset Management LP | 1.251 | 400 | ||||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 1.694 | 0,24 | 547 | 1,11 | ||||
| 2025-09-25 | NP | CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A | 75.468 | 0,00 | 21.897 | 14,44 | ||||
| 2026-01-23 | 13F | Kelsey Financial, LLC | 5.701 | 1.842 | ||||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 1.304 | -2,54 | 421 | -1,64 | ||||
| 2025-10-29 | 13F | Bfsg, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 50 | 0,00 | 16 | 0,00 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Team Hewins, LLC | 27.055 | -0,77 | 8.739 | 0,15 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 641 | 0,00 | 207 | 0,98 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 67 | 22 | ||||||
| 2026-02-02 | 13F | CX Institutional | 185 | -35,09 | 0 | |||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 43.677 | 60,74 | 14.689 | 63,48 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 1.300 | 0,00 | 420 | 0,72 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 29 | 9 | ||||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 450 | 0,00 | 145 | 0,69 | ||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 1.016 | 328 | ||||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 7.332 | 1,38 | 2.368 | 2,33 | ||||
| 2026-01-12 | 13F | Holland Advisory Services, Inc. | 1.007 | 0,20 | 325 | 1,25 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 4.478 | -7,69 | 1.446 | -6,83 | ||||
| 2025-09-25 | NP | QUASX - AB Small Cap Growth Portfolio Class A | 106.639 | 0,00 | 30.941 | 14,44 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 680 | -0,73 | 220 | 0,00 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 15 | 0,00 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 29.279 | -2,75 | 9.458 | -1,86 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 255 | 0,00 | 0 | |||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 1.379 | 1,77 | 441 | 13,95 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 148 | 362,50 | 48 | 370,00 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 2.186 | -8,04 | ||||||
| 2026-02-04 | 13F | Marco Investment Management Llc | 945 | 0,00 | 305 | 0,99 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 1.076 | -3,58 | 348 | -2,80 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 66 | 0,00 | 21 | 0,00 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 1.030 | -2,55 | 333 | -1,78 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 1.661 | -2,24 | 537 | -1,29 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 2.704 | 4,85 | 873 | 5,82 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 2.050 | 0,00 | 662 | 0,91 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 3.412 | 0,98 | 1.102 | 1,94 | ||||
| 2026-01-29 | 13F | Comerica Bank | 77.957 | 10,11 | 25.181 | 11,13 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 12.115 | 0,22 | 3.913 | 1,16 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | LS Investment Advisors, LLC | 1.483 | 0,54 | 479 | 1,48 | ||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 1.000 | 11,11 | 323 | 12,15 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-05 | 13F | AdvisorShares Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Archer Investment Corp | 184 | 0,00 | 59 | 1,72 | ||||
| 2026-01-08 | 13F | Thoma Capital Management LLC | 26.454 | -22,05 | 8.545 | -21,33 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.057 | 0,19 | 341 | 1,19 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 26 | -16,13 | 8 | -11,11 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 1.026 | 0,00 | 331 | 0,91 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 777.074 | 6,43 | 251.003 | 7,42 | ||||
| 2026-02-17 | 13F | Granahan Investment Management Inc/ma | 1.126 | 364 | ||||||
| 2026-02-09 | 13F | William Blair Investment Management, Llc | 7.560 | -79,09 | 2.442 | -78,91 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 40.074 | 25,14 | 12.944 | 26,31 | ||||
| 2026-02-09 | 13F | Strategic Equity Management | 41.177 | 13.300 | ||||||
| 2025-11-20 | 13F | Chartist Inc /ca/ | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 2.656 | -1,56 | 857 | -0,70 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 1.462 | -3,69 | 472 | -2,68 | ||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 339 | 0,00 | 0 | |||||
| 2026-01-07 | 13F | Tounjian Advisory Partners, Llc | 1.362 | -4,08 | 440 | -3,30 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 95 | 0,00 | 31 | 0,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 4.561 | -1,19 | 1.473 | -0,27 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 6.064 | -1,08 | 1.959 | -0,15 | ||||
| 2026-01-21 | 13F | Naviter Wealth, LLC | 4.560 | 0,00 | 1.473 | 0,89 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 21.489 | 6,75 | 6.941 | 7,75 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 1.197 | 0,00 | 387 | 0,78 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 6.200 | -46,09 | 2.003 | -45,60 | |||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 9.317 | 230,62 | 3.009 | 233,96 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 1.359.871 | -0,82 | 441.191 | 0,58 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 7.300 | -39,17 | 2.358 | -38,62 | |||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 921.669 | 1,15 | 297.708 | 2,09 | ||||
| 2026-02-06 | 13F | TimesSquare Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 13.294 | 0,00 | 4.294 | 0,94 | ||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 1.626 | -4,41 | 525 | -3,49 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 8.443 | -4,62 | 2.727 | -3,71 | ||||
| 2025-11-04 | 13F | High Note Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 303 | 0,00 | 98 | 1,04 | ||||
| 2026-02-02 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 325 | -31,58 | 0 | |||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 88 | 0,00 | 28 | 0,00 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 30 | -76,00 | 10 | -77,50 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 153 | 0,00 | 49 | 11,63 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 9.119 | -9,50 | 2.946 | 2,26 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 329 | 0,00 | 106 | 0,95 | ||||
| 2026-01-26 | 13F | Cordatus Wealth Management LLC | 1.123 | 0,09 | 363 | 0,84 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 792 | 256 | ||||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 54.063 | 0,26 | 17.463 | 1,19 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 259 | 41,53 | 0 | |||||
| 2026-02-17 | 13F | Creative Planning | 184.037 | 5,22 | 59.446 | 6,20 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 225 | 0,00 | 73 | 0,00 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 30 | 0,00 | 10 | 0,00 | ||||
| 2025-10-15 | 13F | Paragon Capital Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Washington Trust Bank | 7.499 | 0,00 | 2.422 | 0,96 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 11.798 | -0,96 | 3.811 | -0,05 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 2.575 | 0,00 | 832 | 0,85 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 5.117 | -0,20 | 1.653 | 0,73 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 1.190 | 6,92 | 385 | 7,87 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 1.389 | 0,00 | 449 | 0,90 | ||||
| 2025-09-26 | NP | FOCSX - Fidelity Small Cap Growth K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 193.935 | -66,37 | 56.270 | -61,51 | ||||
| 2026-01-26 | 13F | Baxter Bros Inc | 900 | 0,00 | 291 | 0,69 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 1.396 | 1,38 | 451 | 2,27 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 883 | -1,34 | 285 | -0,35 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 253 | 0,00 | 82 | 1,25 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 93 | 0,00 | 30 | 3,45 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 1.426 | 46,41 | 461 | 47,91 | ||||
| 2026-02-12 | 13F | Advocate Investing Services LLC | 700 | 226 | ||||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.886 | 5,76 | 1.578 | 6,77 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 4.819 | 24,84 | 1.556 | 25,99 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 2.714 | 14,37 | 877 | 15,42 | ||||
| 2026-01-09 | 13F | Friday Financial | 2.222 | 25,40 | 718 | 26,46 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 814 | 0,00 | 263 | 0,77 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 781 | 0,00 | 252 | 1,20 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 11.579 | 65,25 | 3.740 | 66,82 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 692 | 223 | ||||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 880 | 0,00 | 284 | 1,07 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.888 | 711,69 | 2.871 | 720,00 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 111 | 36 | ||||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 83 | -96,42 | 0 | |||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 740 | 8,98 | 239 | 9,68 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 3.501 | 0,29 | 1.138 | 1,88 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 1.602 | 87,37 | 517 | 89,38 | ||||
| 2026-02-17 | 13F | Df Dent & Co Inc | 6.534 | 2.111 | ||||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 1.372 | 4,41 | 443 | 5,48 | ||||
| 2025-11-14 | 13F | Concord Investment Counsel Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | F/M Investments LLC | 2.254 | 0,00 | 728 | 0,97 | ||||
| 2026-02-13 | 13F | Essex Investment Management Co Llc | 1.910 | 617 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 1.138 | -8,08 | 368 | -7,32 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 763 | 246 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 9.143 | 20,10 | 2.953 | 21,22 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 3.270 | 19,39 | 1 | |||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 2.538 | -39,74 | 820 | -39,24 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 13.033 | 19,48 | 4.210 | 20,57 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 721 | -15,18 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 2.619.371 | 4,94 | 846.084 | 5,92 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 3.372 | -0,59 | 1.089 | 0,37 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 5.650 | -9,24 | 1.825 | 2,59 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 23.392 | 1,57 | 7.556 | 2,51 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 16.282 | 5.259 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 796 | 0,00 | 257 | 1,18 | ||||
| 2026-01-08 | 13F | Adirondack Trust Co | 1.013 | 0,00 | 327 | 0,93 | ||||
| 2025-10-15 | 13F | Fiduciary Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | PFS Partners, LLC | 81 | -20,59 | 26 | -18,75 | ||||
| 2025-11-12 | 13F | Clare Market Investments LLC | 1.588 | 28,38 | 508 | 43,91 | ||||
| 2026-02-10 | 13F | Elgethun Capital Management | 2.075 | 0,00 | 670 | 0,90 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 19.450 | -1,60 | 6.283 | -0,68 | ||||
| 2026-02-10 | 13F | Horizon Bancorp Inc /in/ | 182 | 0,00 | 0 | |||||
| 2026-02-04 | 13F | Flagship Private Wealth, LLC | 849 | -54,96 | 274 | -54,56 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 4.966 | -3,16 | 1.604 | -2,25 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 811 | -2,76 | 262 | -5,09 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 695 | -1,14 | 225 | -0,44 | ||||
| 2026-02-17 | 13F | Fmr Llc | 305.690 | 6,06 | 98.741 | 7,04 | ||||
| 2026-01-07 | 13F | Orgel Wealth Management, LLC | 1.334 | -0,52 | 431 | 0,23 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 3.000 | 0,00 | 969 | 0,94 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 6.449 | 2.083 | ||||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 10 | 3 | ||||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 2.332 | 0,00 | 753 | 0,94 | ||||
| 2026-02-06 | 13F | Gutierrez Wealth Advisory, LLC | 1.328 | 0,23 | 429 | 0,94 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 7.658 | -7,41 | 2.474 | -6,96 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 316 | 0,00 | 0 | |||||
| 2026-01-08 | 13F | Occidental Asset Management, LLC | 21.858 | 1,83 | 7.060 | 2,78 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 804 | 0,00 | 260 | 0,78 | ||||
| 2026-01-23 | 13F | Ariston Services Group | 11.776 | -0,18 | 3.804 | 0,74 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 1.298 | 0,00 | 419 | 0,96 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 776 | -15,74 | 251 | -14,97 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 110.423 | 48,46 | 35.668 | 49,64 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 5.166 | -64,61 | 1.669 | -31,97 | ||||
| 2026-02-02 | 13F | Pegasus Asset Management, Inc. | 1.357 | 0,00 | 438 | 0,92 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 1.615 | 0,06 | 522 | 0,97 | ||||
| 2026-02-12 | 13F | Loomis Sayles & Co L P | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 1.137 | 9,64 | 367 | 10,88 | ||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 4.868 | 0,00 | 1.573 | -0,13 | ||||
| 2026-02-09 | 13F | First National Trust Co | 846 | 273 | ||||||
| 2026-02-03 | 13F | BHK Investment Advisors, LLC | 1.175 | 1,38 | 380 | 2,43 | ||||
| 2026-01-07 | 13F | Noble Family Wealth, LLC | 21.468 | 2,38 | 6.934 | 3,34 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 6.282 | 66,94 | 2.029 | 68,52 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 59 | 0,00 | 19 | 5,56 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 301 | 0,00 | 97 | 1,04 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 1.222 | 0,25 | 395 | 1,03 | ||||
| 2025-11-14 | 13F | Common Fund For Nonprofit Organizations | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Davis R M Inc | 646 | 209 | ||||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 8 | 0,00 | 3 | 0,00 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 690 | 1,47 | 223 | 2,30 | ||||
| 2026-02-13 | 13F | Mlp3, Llc | 1.651 | 533 | ||||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 6.663 | -0,48 | 2.152 | 0,47 | ||||
| 2026-02-13 | 13F | Bridge City Capital, LLC | 1.434 | 44,99 | 463 | 46,52 | ||||
| 2025-11-14 | 13F | Jain Global LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 2.760 | 0,00 | 892 | 0,91 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 2.575 | 0,23 | 1 | |||||
| 2026-02-09 | 13F | Rhl Group, Llc | 2 | 1 | ||||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 12.169 | 23,08 | 3.933 | 24,19 | ||||
| 2026-02-13 | 13F | Garrison Point Advisors, Llc | 2.477 | 0,00 | 800 | 1,01 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 655 | -1,36 | 212 | -0,47 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 11.859 | -1,75 | 3.831 | -0,83 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | 0,00 | 7 | 0,00 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 532.522 | 2,10 | 172.010 | 3,05 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 36 | 0 | ||||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 6.128 | 0,07 | 1.961 | 12,06 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 1.118 | -0,18 | 361 | 0,84 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 12.953 | 1,15 | 4.184 | 2,10 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 20 | 6 | ||||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 800 | 0,00 | 258 | 0,78 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 214 | 0,00 | 69 | 1,47 | ||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 3.132 | 0,00 | 1.012 | 0,90 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 2.844 | 1 | ||||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 13.753 | -7,90 | 4.442 | -7,03 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 5.802 | -5,46 | 1.874 | -4,58 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 142.797 | 64,79 | 46.152 | 68,88 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 75 | 0,00 | 24 | 0,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 1.444 | 139,47 | 466 | 142,71 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 176 | 0,00 | 57 | 0,00 | ||||
| 2026-02-04 | 13F | Boston Private Wealth Llc | 3.257 | -37,57 | 1.052 | -36,97 | ||||
| 2026-02-18 | 13F | KKM Financial LLC | 1.314 | 1,39 | 424 | 2,42 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 923 | 0,00 | 298 | 1,02 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 13.383 | -48,61 | 4.323 | -48,14 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 1.284 | 48,61 | 445 | 55,59 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 79 | 26 | ||||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 59.528 | 2,45 | 19.228 | 3,40 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Csenge Advisory Group | 1.530 | 25,31 | 494 | 26,67 | ||||
| 2026-02-17 | 13F | Decision Investments, Inc | 5.439 | 1.757 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 7.983 | 2.578 | ||||||
| 2026-02-06 | 13F | Radnor Capital Management, LLC | 870 | 0,00 | 281 | 1,08 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 1.153 | 0,09 | 372 | 1,09 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 6.078 | 0,00 | 1.963 | 0,93 | ||||
| 2026-02-05 | 13F | Moneywise, Inc. | 21.545 | 6.959 | ||||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 972 | -1,82 | 314 | -0,63 | ||||
| 2025-10-22 | 13F | Gries Financial Llc | 1.918 | 0,00 | 614 | 11,86 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 1.036 | 47,58 | 335 | 49,11 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 629 | 0,16 | 203 | 1,00 | ||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 979 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Somerset Group LLC | 5.990 | 0,00 | 2.017 | 5,16 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 14.772 | 3,04 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 1.129 | 18,47 | 0 | |||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 2.373 | -0,96 | 766 | 0,00 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 1.144 | 3,53 | 369 | 4,53 | ||||
| 2025-11-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 1.162 | -14,68 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 389.572 | 1,58 | 125.851 | 2,53 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 1.438 | 0,00 | 464 | 0,87 | ||||
| 2026-01-12 | 13F | Perkins Coie Trust Co | 140 | 0,00 | 45 | 2,27 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 572.694 | 3,62 | 184.986 | 4,59 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 978 | -6,86 | 316 | -5,95 | ||||
| 2026-02-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Investment Advisory Group, LLC | 873 | -31,42 | 282 | -30,71 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 518 | -67,99 | 167 | -67,70 | ||||
| 2025-11-12 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Fundamentun, Llc | 1.292 | 0,16 | 417 | 1,21 | ||||
| 2026-01-26 | 13F | Financial Guidance Group, Inc. | 1.260 | 0,00 | 407 | 0,74 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 1.041 | -4,58 | 0 | |||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-09 | 13F | Lwm Advisors Inc | 22.554 | 1,53 | 7.285 | 2,48 | ||||
| 2026-01-21 | 13F | Aaron Wealth Advisors LLC | 667 | -3,89 | 215 | -3,15 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 412 | 0,24 | 133 | 0,76 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 139.330 | 0,03 | 45.005 | 0,95 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 159.943 | -38,12 | 51.663 | -37,54 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 2.962 | 5,26 | 957 | 6,22 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 2.162 | 57,81 | 698 | 59,36 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 18.227 | -1,47 | 5.888 | -0,56 | ||||
| 2026-01-21 | 13F | Warner Financial, Inc | 826 | 0,24 | 0 | |||||
| 2026-01-27 | 13F | Stordahl Capital Management, Inc. | 2.379 | -1,04 | 769 | -0,13 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 2.625 | 0,00 | 848 | 0,95 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 59 | 0,00 | 19 | 5,56 | ||||
| 2026-01-15 | 13F | Moody Lynn & Lieberson, Llc | 10.299 | 0,00 | 3.327 | 0,91 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 241 | -16,32 | 78 | -16,30 | ||||
| 2025-11-13 | 13F | Clientfirst Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Retirement Wealth Solutions LLC | 115 | 0,00 | 37 | 2,78 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 519 | 168 | ||||||
| 2026-02-06 | 13F | Keudell/Morrison Wealth Management | 3.399 | 0,00 | 1.098 | 12,98 | ||||
| 2026-02-09 | 13F | Lisanti Capital Growth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.235 | 0,00 | 399 | 0,76 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 43 | -17,31 | 14 | -18,75 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 1.503 | 485 | ||||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 1.645 | -0,06 | 531 | 0,95 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 670 | 216 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 7.291 | 75,48 | 2.355 | 77,20 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 12.832 | 8,05 | 4.145 | 9,08 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 5.651 | 0,00 | 1.809 | 11,95 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 6.739 | 18,96 | 1.884 | 3,86 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 20.570 | -3,34 | 6.644 | -2,44 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 6.354 | -1,97 | 2.052 | -1,06 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 8.240 | 0,00 | 2.662 | 0,91 | ||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 773 | 250 | ||||||
| 2026-01-15 | 13F | Arcadia Investment Advisors Llc | 419 | 0,00 | 135 | 0,75 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 2.297 | 0,00 | 742 | 0,82 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 884 | 0,00 | 286 | 1,06 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 113 | 0,00 | 37 | 0,00 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 50 | 0,00 | 16 | 0,00 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 814 | 0,00 | 263 | 0,77 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 1.562 | -0,26 | 505 | 0,60 | ||||
| 2026-01-21 | 13F | Summa Corp. | 1.243 | 0,00 | 402 | 1,01 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 864 | 275,65 | 279 | 282,19 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 449.381 | -6,21 | 145.155 | 94.771,90 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 8.054 | 0,12 | 2.602 | 1,05 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 1.922 | 0,00 | 621 | 0,81 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 3.094 | 1,98 | 1.000 | 2,88 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 1.259 | 0,00 | 407 | 1,00 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 3.348 | -4,04 | 1.081 | -3,14 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 209 | 22,22 | 68 | 24,07 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 11 | 0,00 | 4 | 0,00 | ||||
| 2026-01-05 | 13F | Trust Co of the South | 775 | 0,00 | 250 | 0,81 | ||||
| 2026-01-12 | 13F | Corundum Group, Inc. | 34.285 | 18,62 | 11.074 | 19,72 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 6.206 | -5,81 | 2.005 | -4,93 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 2.901 | -2,32 | 937 | -1,37 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 2.350 | 0,21 | 759 | 1,07 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 100 | 0,00 | 32 | 0,00 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 2.363 | 763 | ||||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 2.857 | -0,56 | 923 | 0,33 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 16 | 0 | ||||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 103 | 0,00 | 33 | 3,13 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 9.351 | -3,54 | 3.021 | -2,64 | ||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 341.500 | 182,23 | 110.308 | 184,85 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 33 | 11 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 926 | -6,28 | 314 | -2,79 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 2.945 | -9,08 | 951 | -8,20 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 4 | 0,00 | 1 | 0,00 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 1.566 | -0,82 | 506 | 0,00 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 703 | 0,00 | 230 | 0,88 | ||||
| 2026-01-12 | 13F | Accelerate Investment Advisors LLC | 690 | 3,29 | 223 | 4,23 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 2.500 | 0,00 | 808 | 0,88 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 60 | 19 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 11.738 | 9,87 | 3.771 | 10,30 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 3.361 | 0,21 | 1.086 | 1,12 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 1.170 | -78,17 | 378 | -78,02 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 22 | 0,00 | 7 | 0,00 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Paradigm Financial Partners, Llc | 1.164 | 0,00 | 376 | 1,08 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 479 | -2,44 | 155 | -1,91 | ||||
| 2025-09-25 | NP | TAAAX - Thrivent Aggressive Allocation Fund Class A | 2.276 | -47,41 | 660 | -39,84 | ||||
| 2026-01-14 | 13F | Centennial Wealth Advisory LLC | 1.537 | 4,70 | 497 | 5,76 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 5.882 | 121,63 | 1.900 | 123,67 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 12.780 | 4,72 | 4.128 | 5,71 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 900 | 24,31 | 291 | 25,54 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 5.396 | 33,73 | 1.743 | 34,93 | ||||
| 2026-01-23 | 13F | Sunpointe, LLC | 850 | 0,00 | 275 | 0,74 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 136.268 | 30,07 | 44.022 | 31,29 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 1 | 0,00 | 0 | |||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 2.295 | -5,63 | 741 | -4,76 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 178 | 0,00 | 57 | 1,79 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 2.802 | 5,78 | 905 | 6,85 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 66.873 | -0,53 | 21.601 | 0,39 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 222.509 | 238,01 | 71.872 | 241,14 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 62.141 | 20.072 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 451.470 | 3,32 | 145.829 | 4,28 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 1.045 | 0,10 | 337 | 0,90 | ||||
| 2026-01-14 | 13F | Mb, Levis & Associates, Llc | 326 | 0,31 | 105 | 1,94 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 183 | 0,00 | 59 | 1,72 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 3.712 | -2,01 | 1.188 | 9,70 | ||||
| 2026-01-16 | 13F | Heck Capital Advisors, LLC | 5.097 | 120,08 | 1.646 | 122,13 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 2.390 | -4,29 | 772 | -3,38 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 330 | 4,76 | 106 | 6,00 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 70.299 | 19,42 | 22.707 | 20,53 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 43 | -41,10 | 14 | -43,48 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 314 | 100 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 49.331 | -0,92 | 15.934 | -0,01 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 183 | 59 | ||||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 642 | -1,38 | 207 | -4,61 | ||||
| 2026-02-14 | 13F | American Trust | 1.390 | -60,15 | 449 | -59,86 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 675 | 0,00 | 218 | 0,93 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 16 | 5 | ||||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 10.415 | -2,44 | 3.364 | -4,97 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 72.689 | 5,51 | 23.479 | 6,49 | ||||
| 2026-02-17 | 13F | Bank OZK | 970 | 0,00 | 313 | 0,97 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 966 | -24,12 | 312 | -25,00 | ||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 1 | 0 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 4.732 | -3,61 | 1.528 | -2,74 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 672 | 0,00 | 217 | 0,93 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 135 | 0,00 | 43 | 0,00 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 2.985 | 6,30 | 964 | 7,35 | ||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 65.597 | -3,43 | 21.189 | -2,54 | ||||
| 2026-02-13 | 13F | Sunbeam Capital Management, LLC | 1.574 | -9,70 | 508 | -8,80 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 51 | 0,00 | 16 | 0,00 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 11.467 | 0,00 | 3.704 | 0,95 | ||||
| 2026-02-02 | 13F | Allegheny Financial Group LTD | 3.143 | 0,16 | 1.015 | 1,10 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 24.400 | 60,53 | 7.881 | 62,03 | |||
| 2026-02-12 | 13F | Callan Family Office, LLC | 9.117 | 1.161,00 | 2.945 | 1.174,46 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 4.719 | -34,13 | 1.524 | -33,51 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 3.400 | -41,38 | 1.098 | -40,84 | |||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 760 | -1,55 | 246 | -0,81 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 28.423 | 6,87 | 9.181 | 7,86 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 5.335 | 1.811 | ||||||
| 2026-02-20 | 13F | McLaughlin Asset Management, Inc. | 1.045 | 337 | ||||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 6.737 | -0,09 | 2.176 | 108.700,00 | ||||
| 2026-01-16 | 13F | West Branch Capital LLC | 60 | -31,82 | 19 | -32,14 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 2.544 | -2,15 | 822 | -1,32 | ||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 857 | 17,88 | 277 | 18,97 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 5.747 | 65,67 | 1.857 | 67,21 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 1.660 | 0,00 | 536 | 0,94 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 20 | 0,00 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 35 | -50,00 | 11 | -50,00 | ||||
| 2025-09-24 | NP | ESCKX - 1290 Essex Small Cap Growth Fund Class R | 1.120 | -60,58 | 325 | -55,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 491.725 | -49,60 | 158.832 | -49,13 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 217.502 | -13,52 | 70.255 | -12,72 | ||||
| 2025-10-28 | 13F | Fiduciary Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-25 | 13F | Alexander Labrunerie & Co., Inc. | 878 | 0,00 | 281 | 12,00 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 36 | 0,00 | 12 | 0,00 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 200 | 0,00 | 65 | 0,00 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 366 | 0,00 | 118 | 0,85 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 44.708 | 1,32 | 14.441 | 2,26 | ||||
| 2026-02-06 | 13F | SGL Investment Advisors, Inc. | 7.228 | 12,74 | 2.354 | 11,78 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 40.104 | 3,40 | 13.529 | 7,19 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 6.987 | -4,12 | 2.257 | -3,26 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 3.215 | -14,54 | 1.039 | -13,79 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 3.354 | 0,00 | 1.083 | 0,93 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.006 | -7,14 | 971 | -6,27 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 1.849 | 0,00 | 597 | 1,02 | ||||
| 2026-02-12 | 13F | Granite Investment Partners, LLC | 403 | 1.243,33 | 130 | 1.344,44 | ||||
| 2026-01-27 | 13F | Breachway Investments LLC | 799 | 258 | ||||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 708 | -18,24 | 229 | -17,69 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 3.533 | -5,41 | 1.141 | -4,52 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 951 | -39,04 | 307 | -38,48 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 416 | -1,19 | 134 | 0,00 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 1.088 | 5,94 | 0 | |||||
| 2025-11-07 | 13F | Presidio Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 48 | 0,00 | 16 | 6,67 | ||||
| 2026-01-06 | 13F | Davis Investment Partners, LLC | 650 | 0,00 | 213 | 1,92 | ||||
| 2026-02-12 | 13F | Castleark Management Llc | 1.720 | 244,00 | 556 | 246,88 | ||||
| 2026-01-30 | 13F | United Community Bank | 387 | 0,00 | 125 | 1,63 | ||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 1.718 | 0,00 | 592 | 5,91 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 1.385 | 0,00 | 447 | 0,90 | ||||
| 2026-01-23 | 13F | Eagle Bay Advisors LLC | 1.388 | 0,00 | 448 | 0,90 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 2.039 | 664 | ||||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 1.476 | 477 | ||||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 1 | 0 | ||||||
| 2026-01-22 | 13F | True North Advisors, LLC | 1.954 | 631 | ||||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 1.661 | 537 | ||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 503 | 163 | ||||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 10.347 | 0,02 | 3.342 | 0,97 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 372 | 0,27 | 120 | 1,69 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 3.057 | -2,11 | 1 | |||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 6.927 | -2,31 | 2.237 | -1,41 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 4.404 | 0,11 | 1.423 | 1,07 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 37.644 | -3,86 | 12.159 | -2,97 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 379.547 | 12,33 | 122.597 | 13,37 | ||||
| 2025-10-01 | 13F | Caldwell Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 7.874 | 1.147,86 | 2.543 | 1.165,17 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 138.972 | 8,50 | 44.890 | 9,51 | ||||
| 2026-02-06 | 13F | Heritage Investors Management Corp | 2.813 | -0,28 | 1 | |||||
| 2026-02-09 | 13F | New Age Alpha Advisors, LLC | 754 | 175,18 | 244 | 179,31 | ||||
| 2026-02-17 | 13F | Widmann Financial Services, Inc. | 9.194 | 0,93 | 2.970 | 1,85 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 655 | -1,36 | 212 | -0,47 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | State Street Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 685 | 0,59 | 221 | 1,84 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 26.530 | 53,10 | 9 | 60,00 | ||||
| 2026-02-05 | 13F | S&co Inc | 1.329 | 0,00 | 0 | |||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 916 | 1,33 | 296 | 2,08 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 2.686 | -2,29 | 868 | -1,37 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 8.440 | 0,00 | 2.726 | 0,93 | ||||
| 2026-02-09 | 13F | Legal & General Group Plc | 620 | 138,46 | 200 | 140,96 | ||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 17.311 | 0,00 | 5.592 | 0,92 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 3.123 | -1,42 | 1.009 | -0,49 | ||||
| 2026-01-08 | 13F | Sentinel Wealth Management, Inc. | 2.181 | 0,00 | 704 | 0,86 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 1.431 | 3,25 | 462 | 4,29 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 795 | 8,90 | 274 | 14,71 | ||||
| 2025-10-16 | 13F | Provident Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-19 | 13F | Connective Capital Management, LLC | 13.453 | 0,00 | 4.345 | 0,93 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 3.766 | 9,29 | 1.216 | 10,34 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 100 | 0,00 | 32 | 0,00 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 2.858 | -0,59 | 923 | 0,33 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 78.853 | -0,47 | 25.470 | 0,45 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 15.393 | 2,76 | 4.972 | 3,73 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 20 | 0,00 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 16.779 | 95,15 | 5.423 | 97,06 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 751 | 0,00 | 243 | 0,83 | ||||
| 2026-01-05 | 13F | Anderson Hoagland & Co | 1.790 | 0,00 | 578 | 1,05 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 50.506 | 4,78 | 16.314 | 5,76 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 1.280 | 41,91 | 413 | 43,40 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 7.675 | -8,13 | 2.479 | -7,26 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 19 | 6 | ||||||
| 2026-01-14 | 13F | Spire Wealth Management | 2.484 | -33,51 | 802 | -32,89 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 93 | 30 | ||||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 13.422 | -6,15 | 4.335 | -5,29 | ||||
| 2026-02-06 | 13F | Summit Creek Advisors LLC | 14.242 | 4.600 | ||||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 25.631 | 0,00 | 8.279 | 0,94 | ||||
| 2026-01-06 | 13F | JBR Co Financial Management Inc | 692 | -9,78 | 224 | -8,98 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 35.156 | 7,65 | 11.356 | 8,65 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 27.506 | -44,17 | 8.885 | -43,70 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 2.814 | 227,21 | 914 | 232,36 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Dravo Bay Llc | 1.883 | 0,53 | 608 | 1,50 | ||||
| 2026-01-12 | 13F | Hillcrest Wealth Advisors - NY, LLC | 37.550 | -1,26 | 12.129 | -0,35 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 24.432 | -2,59 | 7.892 | -1,68 | ||||
| 2026-01-08 | 13F | Grove Bank & Trust | 427 | 0,00 | 138 | 0,74 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 167 | 1.570,00 | 54 | 1.666,67 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 216 | 0,00 | 70 | 0,00 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 113.436 | 3,01 | 36.952 | 4,85 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 254.193 | -4,73 | 82.107 | -3,85 | ||||
| 2026-01-08 | 13F | Asempa Wealth Advisors | 710 | 229 | ||||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 654 | 0,00 | 211 | 0,96 |
