Grundlæggende statistik
| Institutionelle ejere | 1049 total, 1046 long only, 0 short only, 3 long/short - change of 0,96% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2765 % - change of -3,63% MRQ |
| Institutionelle aktier (lange) | 31.846.785 (ex 13D/G) - change of 0,64MM shares 2,05% MRQ |
| Institutionel værdi (lang) | $ 10.143.579 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Russell 2000 Growth ETF (US:IWO) har 1049 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 31,846,785 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 April 30, 2026 is 359,88 / share. Previously, on May 2, 2025, the share price was 261,57 / share. This represents an increase of 37,58% 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
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares Russell 2000 Growth ETF.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
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
for at låse premium-data op og eksportere til Excel 
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 13F | Athena Investment Management | 1.694 | 0,00 | 547 | 0,92 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 9.191 | -87,95 | 2.884 | -88,29 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 12 | 4 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 1.035 | 5,08 | 325 | 1,89 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 4.051 | 0,00 | 1.271 | -2,83 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 339 | 0,00 | 0 | |||||
| 2025-11-07 | 13F | Advisors Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 1.880 | 0,00 | 607 | 0,00 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 2 | 0,00 | 1 | |||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 1.001 | -3,66 | 314 | -6,27 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 3.955 | 3,53 | 1.241 | 0,65 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 47.263 | 2,43 | 14.832 | -0,49 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Financial Life Planners | 575 | 180 | ||||||
| 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 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 106.920 | 0,00 | 33.553 | -2,85 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 1.808 | 584 | ||||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 255 | 0,00 | 0 | |||||
| 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 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 11.677 | -0,01 | 3.772 | 0,91 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 9.170 | -1,94 | 2.878 | -4,74 | ||||
| 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 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 845 | 265 | ||||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 1.314 | -13,61 | 412 | -16,09 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 412 | 0,00 | 129 | -2,27 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 100 | 32 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 494 | -1,59 | 155 | -4,32 | ||||
| 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 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 23.053 | 7.446 | ||||||
| 2026-04-06 | 13F | Trust Co of the South | 775 | 0,00 | 243 | -2,80 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1.574 | 5,43 | 553 | 7,80 | ||||
| 2026-02-17 | 13F | EFG International AG | 407 | 132 | ||||||
| 2026-01-27 | 13F | Regions Financial Corp | 12.615 | -3,50 | 4.075 | -2,61 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 536 | 0,00 | 168 | -2,89 | ||||
| 2026-02-17 | 13F | Bci Securities, Inc. | 1.164 | 376 | ||||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | PFS Partners, LLC | 81 | 0,00 | 25 | -3,85 | ||||
| 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 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 50 | 0,00 | 16 | -6,25 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 10.299 | 0,00 | 3.232 | -2,86 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 788 | -0,76 | 247 | -3,52 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 11.575 | -2,48 | 3.632 | -5,24 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 9.128 | 3,88 | 2.948 | 4,84 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 689 | -23,44 | 216 | -25,52 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 805 | 0,00 | 253 | -3,08 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 11.121 | 44,54 | 3.592 | 45,90 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 3.545 | 2,96 | 1.112 | -0,09 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 378 | -1,31 | 122 | 0,00 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 1.721 | 70,90 | 540 | 66,15 | ||||
| 2026-02-03 | 13F | Bokf, Na | 18.996 | -19,83 | 6.136 | -19,10 | ||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 947 | 15,49 | 297 | 12,50 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 1.259 | 0,00 | 395 | -2,71 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 1.672 | -1,18 | 525 | -4,03 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 1.023 | 330 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 64.230 | 0,79 | 20.747 | 1,72 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 24.588 | -3,40 | 7 | -12,50 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.312 | -15,46 | 412 | -17,96 | ||||
| 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 | |||||
| 2025-11-13 | 13F | Twin Tree Management, LP | Put | 0 | -100,00 | 0 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2.468 | -24,53 | 1 | -100,00 | ||||
| 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 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 719 | 0,00 | 232 | 0,87 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 1.651 | 0,00 | 518 | -2,81 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 6.475 | 6,90 | 2.032 | 3,83 | ||||
| 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 | ||||
| 2026-02-12 | 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 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 40.590 | 17,88 | 13.111 | 18,99 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 8 | 0,00 | 3 | 0,00 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 1.143 | 0,00 | 369 | 1,10 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 870 | 0,00 | 273 | -2,85 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 1.388 | 0,00 | 436 | -2,90 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 16 | 0,00 | 5 | 0,00 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 65 | 0,00 | 20 | 0,00 | ||||
| 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 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 25.332 | -1,44 | 8.182 | 11,37 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 68 | 22 | ||||||
| 2026-04-29 | 13F | Invested Advisors | 1.266 | 4,20 | 397 | 1,28 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 1.715 | 538 | ||||||
| 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 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 9.574 | -2,86 | 3.005 | -5,62 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 63 | 0,00 | 20 | 0,00 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | First Horizon Corp | 61.150 | 15,37 | 19.189 | 12,08 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.121.692 | 5,04 | 362.318 | 6,02 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 11.768 | -0,25 | 3.693 | -3,10 | ||||
| 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 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1.102 | -27,97 | 346 | -30,16 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 683 | 0,00 | 221 | 0,92 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 326 | 0,00 | 102 | -2,86 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 10.021 | 5,56 | 3.237 | 6,52 | ||||
| 2026-02-18 | 13F/A | Fuller & Thaler Asset Management, Inc. | 92.588 | 163,39 | 29.907 | 165,85 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 60 | 0,00 | 19 | -5,26 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 40.158 | 5,16 | 12.971 | 6,14 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 1.096 | -3,27 | 354 | -2,21 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 11.144 | -28,45 | 3.497 | -30,49 | ||||
| 2026-04-22 | 13F | Motco | 475 | 0,00 | 149 | -2,61 | ||||
| 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 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 800 | -5,33 | 258 | -4,44 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 91.838 | 9,27 | 29 | 3,70 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.359 | 4,02 | 1.682 | 1,02 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1.372 | 0,00 | 443 | 0,91 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 2.665 | -5,33 | 836 | -8,03 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 687 | 0,00 | 222 | 0,91 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 498 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.506 | 8,42 | 473 | 5,36 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 1.019 | 0,00 | 329 | 0,92 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 886 | 278 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 10.134 | -16,72 | 3.182 | -19,07 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 4.711 | 22,91 | 1.643 | 23,92 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 874 | 0,11 | 282 | 1,08 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 3.985 | -37,28 | 1.250 | -39,08 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 16.363 | -24,05 | 5.135 | -26,23 | ||||
| 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 | ||||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 1.298 | 0,00 | 407 | -2,86 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 67.791 | 6,29 | 21.904 | 7,30 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 2.606 | 0,00 | 818 | -2,85 | ||||
| 2026-01-29 | 13F | UBS Group AG | 522.032 | 10,33 | 168.622 | 11,36 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 20 | 6 | ||||||
| 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 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 26.371 | 0,73 | 8.275 | -2,14 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-04-29 | 13F | Renasant Bank | 2.974 | -0,77 | 933 | -3,62 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 793 | 10,45 | 256 | 11,79 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 68.531 | 2,48 | 21.506 | -0,44 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 110 | 0,00 | 36 | 0,00 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 52.611 | -4,57 | 16.994 | -3,68 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 185 | 2,78 | 58 | 0,00 | ||||
| 2026-04-30 | 13F | Summa Corp. | 1.243 | 0,00 | 390 | -2,74 | ||||
| 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 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10.031 | 56,44 | 3.148 | 52,00 | ||||
| 2026-04-22 | 13F | 1492 Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 4.151.228 | 10,56 | 1.340.888 | 11,58 | ||||
| 2026-04-08 | 13F | JBR Co Financial Management Inc | 692 | 0,00 | 224 | 0,00 | ||||
| 2026-02-02 | 13F | Carbahal Olsen Financial Services Group, LLC | 14.558 | 1,65 | 4.703 | 2,60 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 1.335 | 11,16 | 419 | 7,99 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 10 | 0,00 | 3 | 0,00 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 103 | 32 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 2.539 | 26,70 | 797 | 77,28 | ||||
| 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 | |||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 186 | 58 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 9 | 0,00 | 3 | 0,00 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 5.130 | 1.610 | ||||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 1.468 | -2,65 | 461 | -5,54 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1.523 | -9,18 | 478 | -11,83 | ||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 850 | -3,19 | 275 | -2,14 | ||||
| 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 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 2.061 | 17,84 | 666 | 18,96 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 1.049 | -33,35 | 329 | -35,24 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 719 | 232 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.368 | 2.004,62 | 429 | 2.045,00 | ||||
| 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 | ||||
| 2026-02-11 | 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 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 1.247 | -21,47 | 391 | -23,03 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 19.677 | 0,31 | 6 | 0,00 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 742 | -26,75 | 233 | -29,05 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 1.071 | -35,71 | 346 | -35,08 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 2.147 | 0,00 | 674 | -2,89 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 5.268 | 0,27 | 1.653 | -2,59 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 27.006 | 15,41 | 8.723 | 45,89 | ||||
| 2026-02-12 | 13F | Barings Llc | 1.657.750 | 2,05 | 540.012 | 3,93 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 4.260 | -2,14 | 1.337 | -4,91 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1.175 | 3,34 | 369 | 0,27 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Connable Office Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 2.214 | 0,00 | 715 | 0,99 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 43.449 | 1,48 | 14.035 | 2,42 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 700 | 0,00 | 220 | -3,10 | ||||
| 2026-04-16 | 13F | jvl associates llc | 6.750 | 0,00 | 2.118 | -2,84 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 242 | 0,00 | 76 | -3,85 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 32.709 | 9,63 | 10.265 | 6,51 | ||||
| 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 | ||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 1.694 | 0,24 | 547 | 1,11 | ||||
| 2026-01-23 | 13F | Kelsey Financial, LLC | 5.701 | 1.842 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 17.311 | 0,00 | 5.432 | -2,84 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 1.304 | -2,54 | 421 | -1,64 | ||||
| 2026-04-07 | 13F | InvesTrust | 17.590 | -0,09 | 5.520 | -2,94 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 67 | 22 | ||||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 43.677 | 60,74 | 14.689 | 63,48 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 888 | -0,45 | 279 | -3,47 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1.067 | 0,00 | 335 | -7,73 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 871 | 0,00 | 273 | -2,85 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 25 | 8 | ||||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 3.576 | 4,81 | 1.122 | 1,81 | ||||
| 2026-04-14 | 13F | Legacy Trust | 2.291 | 0,00 | 719 | -2,97 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 450 | 0,00 | 145 | 0,69 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 955 | 0,42 | 300 | -2,61 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.000 | -2,44 | 628 | -5,29 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 680 | -0,73 | 220 | 0,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 22.315 | 1,83 | 7.003 | -1,07 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 29.279 | -2,75 | 9.458 | -1,86 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 148 | 362,50 | 48 | 370,00 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 2.186 | -8,04 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 361 | -1,37 | 113 | -4,24 | ||||
| 2026-02-04 | 13F | Marco Investment Management Llc | 945 | 0,00 | 305 | 0,99 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1.025 | -4,92 | 322 | -7,76 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1.457 | -0,34 | 457 | -3,18 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 20.356 | -6,87 | 6.388 | -9,53 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 1.328 | 0,00 | 417 | -2,80 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 26.825 | -0,85 | 8.418 | -3,67 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2.947 | 3,15 | 925 | 0,22 | ||||
| 2026-01-29 | 13F | Comerica Bank | 77.957 | 10,11 | 25.181 | 11,13 | ||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 697 | 0,00 | 219 | -3,11 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 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 | |||||
| 2026-02-13 | 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 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 184 | 0,00 | 59 | 1,72 | ||||
| 2026-04-14 | 13F | Yarbrough Capital, LLC | 21.764 | -75,91 | 6.830 | -76,60 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 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 | ||||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 693 | 0,43 | 218 | -2,25 | ||||
| 2026-02-09 | 13F | William Blair Investment Management, Llc | 7.560 | -79,09 | 2.442 | -78,91 | ||||
| 2025-11-20 | 13F | Chartist Inc /ca/ | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 641 | 0,00 | 201 | -2,90 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 14.277 | 52,13 | 4.480 | 47,81 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 10.308 | -1,03 | 3.673 | 9,19 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 11.886 | 40,78 | 3.730 | 36,74 | ||||
| 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 | |||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 1.957 | 0,00 | 614 | -2,85 | ||||
| 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 | |||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 492.683 | -4,66 | 154.609 | -7,38 | ||||
| 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 | ||||
| 2025-11-04 | 13F | High Note Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 413 | -92,99 | 130 | -93,22 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 88 | 0,00 | 28 | 0,00 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 153 | 0,00 | 49 | 11,63 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 793 | -35,95 | 249 | -37,84 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 29 | 0,00 | 9 | 0,00 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 1.940 | 0,00 | 609 | -2,88 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 2.967 | -82,04 | 931 | -82,56 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 86 | 100,00 | 27 | 100,00 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 329 | 0,00 | 106 | 0,95 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 792 | 256 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 150 | -43,40 | 47 | -44,71 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 54.063 | 0,26 | 17.463 | 1,19 | ||||
| 2026-02-17 | 13F | Creative Planning | 184.037 | 5,22 | 59.446 | 6,20 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 760 | 0,00 | 239 | -2,86 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 824 | -8,95 | 258 | -11,64 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 132 | -5,71 | 41 | -8,89 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 90 | 0,00 | 28 | -3,45 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 30 | 0,00 | 10 | 0,00 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 7.499 | 0,00 | 2.422 | 0,96 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 10.477 | 0,40 | 3.288 | -2,46 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 1.190 | 6,92 | 385 | 7,87 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 49.088 | 2,69 | 15.404 | -0,23 | ||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 38 | 12 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.579 | 1,97 | 1.123 | -0,88 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 883 | -1,34 | 285 | -0,35 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5.112 | -0,10 | 1.604 | -2,91 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 43 | 0,00 | 13 | 0,00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 1.342 | -3,87 | 421 | -6,44 | ||||
| 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 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.886 | 5,76 | 1.578 | 6,77 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 4.398 | -14,14 | 1.380 | -16,57 | ||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.888 | 711,69 | 2.871 | 720,00 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 3.159 | 0,00 | 1.101 | 7,94 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 2.382 | 747 | ||||||
| 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 | |||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 1.799 | 0,00 | 565 | -2,93 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 740 | 8,98 | 239 | 9,68 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1.647 | 0,00 | 517 | -3,01 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 3.501 | 0,29 | 1.138 | 1,88 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 894 | -0,22 | 281 | -3,11 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 7.499 | -5,52 | 2.353 | -8,19 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 12.745 | 1,63 | 4.000 | -6,39 | ||||
| 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 | |||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 3.132 | 0,00 | 983 | -2,87 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 667 | 0,00 | 209 | -2,79 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 7.092 | 1,78 | 2.226 | -1,11 | ||||
| 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 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 2.538 | -39,74 | 820 | -39,24 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 10.053 | -5,42 | 3 | 0,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 6.324 | -0,72 | 2 | -50,00 | ||||
| 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 | 1,70 | 7.556 | 2,64 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1.032 | -10,26 | 324 | -12,94 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 2.575 | 0,00 | 808 | -2,77 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 792 | -38,70 | 249 | -40,53 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 4.942 | -0,48 | 1.551 | -3,37 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 3.000 | 0,00 | 969 | 0,94 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 2.332 | 0,00 | 753 | 0,94 | ||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 72.425 | -1,86 | 22.728 | -4,66 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 7.658 | -7,41 | 2.474 | -6,96 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 804 | 0,00 | 260 | 0,78 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 184 | 0,00 | 61 | -4,76 | ||||
| 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 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 27.622 | 8.668 | ||||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 1.076 | 0,00 | 338 | -2,88 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 20.670 | 305,53 | 6.486 | 294,05 | ||||
| 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 | |||||
| 2026-04-27 | 13F | Bronte Capital Management Pty Ltd. | Call | 4.400 | 1.381 | |||||
| 2026-02-09 | 13F | First National Trust Co | 846 | 273 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 18.585 | -8,61 | 5.832 | -11,21 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 6.282 | 66,94 | 2.029 | 68,52 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 1.039 | 0,00 | 326 | -3,55 | ||||
| 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 | ||||||
| 2026-04-27 | 13F | Bronte Capital Management Pty Ltd. | 37.542 | 11.781 | ||||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 1.075 | 0,00 | 375 | 7,78 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 8 | 0,00 | 3 | 0,00 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 500 | 0,00 | 157 | -3,11 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1.658 | 0,00 | 520 | -2,80 | ||||
| 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 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 2.575 | 0,23 | 1 | |||||
| 2026-02-09 | 13F | Rhl Group, Llc | 2 | 1 | ||||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 1.679 | -60,61 | 527 | -61,77 | ||||
| 2026-02-13 | 13F | Garrison Point Advisors, Llc | 2.477 | 0,00 | 800 | 1,01 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 11.859 | -1,75 | 3.831 | -0,83 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 532.522 | 2,10 | 172.010 | 3,05 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 6.128 | 0,07 | 1.961 | 12,06 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 20 | 6 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 22.856 | -0,48 | 7.173 | -3,32 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 3.557 | 0,00 | 1.116 | -2,79 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 2.844 | 1 | ||||||
| 2026-04-28 | 13F | Baxter Bros Inc | 900 | 0,00 | 282 | -2,76 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 18.130 | -1,97 | 5.689 | -4,75 | ||||
| 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 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 27 | 3,85 | 9 | 12,50 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 3.219 | 1.010 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 142.797 | 64,79 | 46.152 | 68,88 | ||||
| 2026-04-23 | 13F | Bell Bank | 2.288 | -9,67 | 718 | -12,35 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 1.444 | 139,47 | 466 | 142,71 | ||||
| 2026-02-18 | 13F | KKM Financial LLC | 1.314 | 1,39 | 424 | 2,42 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 1.310 | 0,00 | 411 | -2,84 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 4 | 0,00 | 1 | 0,00 | ||||
| 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 | ||||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 926 | 0,00 | 299 | 0,00 | ||||
| 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 | |||||
| 2026-04-08 | 13F | Warner Financial, Inc | 826 | 0,00 | 259 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 7.983 | 2.578 | ||||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 1.307 | 0,00 | 410 | -2,84 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 6.078 | 0,00 | 1.963 | 0,93 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 972 | -1,82 | 314 | -0,63 | ||||
| 2026-04-06 | 13F | CX Institutional | 185 | 0,00 | 0 | |||||
| 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 | |||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 47 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Somerset Group LLC | 5.990 | 0,00 | 2.017 | 5,16 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1.873 | -0,74 | 588 | -3,61 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 871 | 0,00 | 275 | -2,14 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 14.772 | 3,04 | 5 | 0,00 | ||||
| 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 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 19.160 | 334,66 | 6.058 | 325,65 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 1.438 | 0,00 | 464 | 0,87 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 2.416 | 0,00 | 758 | -2,82 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 1.612 | 92,82 | 506 | 87,04 | ||||
| 2026-02-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 727 | 5,06 | 228 | 2,24 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 4.308 | 0,00 | 1.352 | -2,80 | ||||
| 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 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 241 | -16,32 | 78 | -16,30 | ||||
| 2025-11-13 | 13F | Clientfirst Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Sunpointe, LLC | 850 | 0,00 | 267 | -2,92 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 519 | 168 | ||||||
| 2026-02-09 | 13F | Lisanti Capital Growth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.235 | 0,00 | 399 | 0,76 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 1.503 | 485 | ||||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 670 | 216 | ||||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 2.811 | 0,00 | 882 | -2,76 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 899 | 10,44 | 282 | 7,63 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 61.157 | 1,36 | 19.192 | -1,52 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9.806 | 0,58 | 3.077 | -2,29 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3.144 | 0,03 | 987 | -2,86 | ||||
| 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 | |||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 785 | -2,36 | 246 | -5,02 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 773 | 250 | ||||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 4.928 | 23,94 | 1.546 | 20,40 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 2.302 | -3,28 | 722 | -5,99 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 884 | 0,00 | 286 | 1,06 | ||||
| 2026-04-24 | 13F | United Community Bank | 387 | 0,00 | 121 | -3,20 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 50 | 0,00 | 16 | 0,00 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 12.441 | -8,48 | 3.904 | -11,07 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 3.094 | 1,98 | 1.000 | 2,88 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 38.800 | 3,33 | 12.176 | 0,38 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 419 | 0,00 | 131 | -2,96 | ||||
| 2026-04-13 | 13F | Trust Co | 344 | 0,00 | 108 | -3,60 | ||||
| 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 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 11.398 | 5.627,64 | 3.577 | 5.487,50 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 66 | 0,00 | 21 | -4,76 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 695 | -70,43 | 218 | -71,28 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 2.901 | -2,32 | 937 | -1,37 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 43 | 0,00 | 13 | 0,00 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 2.363 | 763 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 34 | 0,00 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 16 | 0 | ||||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 800 | 0,00 | 251 | -2,71 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6.088 | 0,00 | 2.020 | -4,13 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 115 | 0,00 | 36 | -2,70 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 103 | 0,00 | 33 | 3,13 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 1.578 | -4,07 | 495 | -6,78 | ||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 993 | 0,00 | 314 | -2,19 | ||||
| 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 | ||||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 814 | 0,00 | 255 | -2,67 | ||||
| 2026-02-04 | 13F | Nwam Llc | 926 | -6,28 | 314 | -2,79 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 3.170 | 0,00 | 995 | -2,83 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 1.055 | 1,83 | 331 | -1,20 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 5.136 | 0,00 | 1.612 | -2,89 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 13.555 | -0,73 | 4.254 | -3,56 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 2.945 | -9,08 | 951 | -8,20 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 0 | -100,00 | 0 | |||||
| 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 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 7.519 | 8,05 | 2.359 | 4,94 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 479 | -2,44 | 155 | -1,91 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 10.432 | -5,98 | 3.274 | -8,68 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 5.396 | 33,73 | 1.743 | 34,93 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 136.268 | 30,07 | 44.022 | 31,29 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 178 | 0,00 | 57 | 1,79 | ||||
| 2026-04-28 | 13F | Greatmark Investment Partners, Inc. | 890 | 0,00 | 279 | -2,79 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 427 | 0,00 | 134 | -2,92 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 3.469 | 0,00 | 1.089 | -2,86 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 70.299 | 19,42 | 22.707 | 20,53 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 1.235 | -2,53 | 387 | -5,38 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 833 | 0,00 | 261 | -2,97 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 314 | 100 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.876 | -3,65 | 902 | -6,43 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 183 | 59 | ||||||
| 2026-02-14 | 13F | American Trust | 1.390 | -60,15 | 449 | -59,86 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 169 | 0,00 | 53 | -1,85 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 675 | 0,00 | 218 | 0,93 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 1.562 | 0,00 | 490 | -2,78 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1.331 | 0,00 | 418 | -2,80 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 1.565 | 0,19 | 491 | -2,58 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 973 | -0,61 | 305 | -3,48 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 330 | 0,00 | 103 | -2,83 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 59 | 0,00 | 19 | -5,26 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 51 | 0,00 | 16 | 0,00 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 1.008 | 0,00 | 316 | -3,95 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 11.467 | 0,00 | 3.704 | 0,95 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 703 | 0,00 | 252 | 10,04 | ||||
| 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 | |||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3.375 | 8,14 | 1.174 | 16,47 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 28.423 | 6,87 | 9.181 | 7,86 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 3.995 | 0,00 | 1.254 | -2,87 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 1.475 | -0,54 | 463 | -3,55 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 38.952 | 35,45 | 12.221 | 31,57 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 182 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 2.808 | -0,18 | 1 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 14 | 0,00 | 4 | 0,00 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 1.840 | 0,00 | 577 | -2,86 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 7.823 | 0,00 | 2.455 | -2,85 | ||||
| 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 | ||||
| 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 | -100,00 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 217.502 | -13,52 | 70.255 | -12,72 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 36 | 0,00 | 12 | 0,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.497 | -3,36 | 470 | -6,20 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 617 | -3,89 | 221 | 6,28 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 4.560 | 0,00 | 1.431 | -2,85 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 44.708 | 1,32 | 14.441 | 2,26 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 3.770 | -35,64 | 1.183 | -37,47 | ||||
| 2026-02-06 | 13F | SGL Investment Advisors, Inc. | 7.228 | 12,74 | 2.354 | 11,78 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 5.403 | -0,02 | 1.696 | -2,87 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 145.834 | -0,19 | 45.764 | -3,03 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 6.987 | -4,12 | 2.257 | -3,26 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 13.980 | 0,00 | 4.387 | -2,83 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 4.734 | -1,48 | 1.486 | -4,32 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 1.849 | 0,00 | 597 | 1,02 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Castleark Management Llc | 1.720 | 244,00 | 556 | 246,88 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 7.402 | 6,97 | 2.323 | 3,94 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 965 | 0,00 | 303 | -2,89 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 1.123 | 0,00 | 352 | -2,76 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 38.637 | -3,59 | 12.125 | -6,33 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 2.039 | 664 | ||||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 1 | 0 | ||||||
| 2026-01-22 | 13F | True North Advisors, LLC | 1.954 | 631 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 188 | 0,00 | 59 | -3,33 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 1.661 | 537 | ||||||
| 2026-02-10 | 13F | Tidemark, LLC | 372 | 0,27 | 120 | 1,69 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 3.057 | -2,11 | 1 | |||||
| 2026-04-16 | 13F | Diversified Trust Co | 3.859 | 6,99 | 1.211 | 3,86 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 1.053 | 0,00 | 330 | -2,94 | ||||
| 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 | ||||
| 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 | ||||
| 2026-02-09 | 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 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 100 | 0,00 | 31 | -3,12 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 224.148 | 0,51 | 70.340 | -2,36 | ||||
| 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 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 880 | 0,00 | 276 | -2,82 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100,00 | 3.695 | -2,84 | ||||
| 2026-02-05 | 13F | S&co Inc | 1.329 | 0,00 | 0 | |||||
| 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 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 693 | 0,43 | 217 | -2,25 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 914 | 11,19 | 287 | 7,92 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 795 | 8,90 | 274 | 14,71 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 1.273 | 11,28 | 399 | 8,13 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 1.155 | -0,77 | 362 | -3,72 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 78.853 | -0,47 | 25.470 | 0,45 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4.171 | -1,04 | 1.309 | -3,89 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 2.827 | 887 | ||||||
| 2026-04-28 | 13F | AdvisorShares Investments LLC | 52.096 | 16.348 | ||||||
| 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 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 1.878 | 0,00 | 589 | -2,81 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 136.407 | -24,04 | 43.426 | -28,31 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 3.348 | 0,00 | 1.051 | -2,87 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 751 | 0,00 | 243 | 0,83 | ||||
| 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 | ||||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 5.386 | -4,37 | 1.690 | -7,09 | ||||
| 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 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 2.833 | -12,10 | 889 | -14,60 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 25.631 | 0,00 | 8.279 | 0,94 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 35.156 | 7,65 | 11.356 | 8,65 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 4.109 | 14,97 | 1.289 | 11,70 | ||||
| 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 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1.606 | -0,50 | 504 | -3,45 | ||||
| 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 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 24.432 | -2,59 | 7.892 | -1,68 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 23.276 | 0,05 | 7.441 | -5,19 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 167 | 1.570,00 | 54 | 1.666,67 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 967 | 0,00 | 303 | -2,88 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 216 | 0,00 | 70 | 0,00 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 1.928 | 0,31 | 605 | -2,42 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 654 | 0,00 | 211 | 0,96 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 1.452 | 26,92 | 469 | 28,14 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 2.779 | 6,72 | 898 | 7,68 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 12.586 | 26,42 | 4 | 33,33 | ||||
| 2026-04-30 | 13F | Palisades Investment Partners, LLC | 1.070 | -53,64 | 336 | -55,03 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 11.687 | 1,85 | 3.667 | -1,05 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 65 | 0,00 | 21 | 0,00 | ||||
| 2026-02-04 | 13F | Pier 88 Investment Partners Llc | 1.400 | 16,67 | 452 | 17,71 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.058 | 7,09 | 342 | 7,91 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 2.537 | -22,11 | 796 | -24,33 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 40.853 | -4,66 | 12.820 | -7,37 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 977 | 11,91 | 307 | 8,51 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 2.646 | 855 | ||||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 4.462 | -16,36 | 1.600 | -11,65 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 389 | 0,00 | 126 | 0,81 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 9.551 | 9,69 | 3.085 | 10,70 | ||||
| 2026-01-28 | 13F | Trail Ridge Investment Advisors, LLC | 630 | 0,00 | 203 | 1,00 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 1.446 | -12,89 | 454 | -15,49 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 29.819 | -3,74 | 9.632 | -2,85 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 780 | 0,00 | 252 | 0,80 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 451 | 0,00 | 142 | -2,76 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 119 | -9,16 | 38 | -11,90 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 2.200 | 0,00 | 711 | 0,85 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 20.760 | -3,23 | 6.706 | -2,33 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 13.658 | 1,07 | 4.412 | 2,01 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 650 | -0,76 | 204 | -3,79 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 3.392 | 5,97 | 1.152 | 7,37 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 102 | 32 | ||||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 5.394 | 0,00 | 1.693 | -2,87 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 1.362 | -26,93 | 440 | -26,17 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 1.790 | 0,00 | 562 | -2,94 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 1.036 | -0,77 | 325 | -3,56 | ||||
| 2026-02-12 | 13F | Eight 31 Financial Llc | 902 | -1,74 | 291 | -0,68 | ||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 3.909 | -0,08 | 1.263 | 0,88 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 39 | 0,00 | 12 | 0,00 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 11.911 | 1,39 | 3.738 | -1,50 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 1.769 | -30,46 | 532 | -35,20 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 650 | 0,00 | 204 | -4,25 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 1.260 | 0,00 | 395 | -2,71 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 6 | -25,00 | 2 | -50,00 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 60.860 | -7,22 | 19.099 | -9,86 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 790 | 0,00 | 255 | 1,19 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 36.537 | 0,27 | 11.693 | 12,26 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 764 | 0,13 | 247 | 0,82 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 140 | 0,00 | 44 | -4,44 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 9.999 | 0,50 | 3.230 | 1,45 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 1.984 | -6,37 | 641 | -5,60 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 33 | 0,00 | 11 | 0,00 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 27.202 | -0,01 | 8.786 | 0,92 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 1 | 0,00 | 0 | |||||
| 2025-11-13 | 13F | Family Management Corp | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 3.110 | -4,60 | 976 | -7,41 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 5.531 | 1.787 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 266.445 | 24,21 | 86.065 | 25,36 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 1.816 | 0,11 | 570 | -2,74 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 700 | 0,00 | 220 | -3,10 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 1.507 | -3,77 | 473 | -6,53 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 18.963 | 0,40 | 6.125 | 1,34 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 72.883 | 5,95 | 23.542 | 6,91 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 4.549 | 1.469 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 8.249 | 22,41 | 2.589 | 18,93 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 4.619 | -0,43 | 1 | 0,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1.624 | 579 | ||||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 1.202 | 0,00 | 422 | 0,96 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 5.293 | 1.824 | ||||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 239 | 57,24 | 77 | 79,07 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 4.983 | -3,07 | 1.564 | -11,74 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 1.131 | -49,89 | 355 | -51,44 | ||||
| 2026-02-13 | 13F | Ashford Capital Management Inc | 11.862 | 35,19 | 3.832 | 36,43 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.175 | 0,60 | 683 | -2,29 | ||||
| 2026-02-12 | 13F | Geneva Capital Management Llc | 61.898 | -12,56 | 19.994 | -11,75 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 5.846 | -55,79 | 1.888 | -55,38 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 1.175 | 0,00 | 369 | -2,90 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 7.591 | -9,88 | 2.815 | 3,49 | ||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 202.351 | 42,03 | 63.500 | 37,99 | ||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Equitable Trust Co | 5.352 | 2,33 | 1.680 | -0,59 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 934 | -1,99 | 302 | -0,99 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 674 | 0,00 | 235 | 6,36 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 1.183 | 4.125,00 | 371 | 5.200,00 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 1.543 | -0,77 | 498 | 0,20 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 6.004 | 9,54 | 1.884 | 6,44 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 1.737 | 0,00 | 545 | -2,85 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 242.397 | -2,19 | 78.297 | -1,28 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 37.430 | 12.095 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 1.038 | 0,00 | 326 | -2,99 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 354.317 | -0,17 | 114.448 | 0,76 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 16.461 | 2,90 | 5.317 | 3,87 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Diversified Management Inc | 3.211 | 24,36 | 1.008 | 20,89 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 710 | 0,00 | 225 | -2,18 | ||||
| 2026-02-12 | 13F | First Western Trust Bank | 1.230 | 0,00 | 397 | 1,02 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 5.075 | -75,63 | 1.593 | -76,33 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 1.725 | 0,00 | 541 | -2,87 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 82 | 26 | ||||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 90 | 500,00 | 29 | 625,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 259.587 | 26,21 | 83.898 | 27,45 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 713 | -0,42 | 230 | 0,44 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 64 | 0,00 | 21 | 0,00 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 11.676 | 24,31 | 3.773 | 25,48 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 97.565 | 25,14 | 31.523 | 26,30 | ||||
| 2026-02-12 | 13F | Banco BTG Pactual S.A. | 1.850 | 0,00 | 598 | 0,84 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 426 | 0,00 | 138 | 0,74 | ||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 1.331 | 0,00 | 430 | 0,94 | ||||
| 2025-11-14 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Vanguard Group Inc | 9.708 | 3,87 | 3.136 | 4,81 | ||||
| 2026-04-24 | 13F | Bayban | 3.531 | 0,00 | 1.108 | -2,81 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | 0,00 | 7 | 0,00 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 2.216 | 0,00 | 695 | -2,80 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 6.200 | -19,48 | 2.003 | -18,75 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 40.104 | 0,00 | 12.821 | -5,24 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3.055 | -1,29 | 959 | -4,10 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 5.626 | -7,22 | 1.766 | -9,86 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 648 | 0,00 | 209 | 0,97 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 26.849 | 0,16 | 8.673 | 1,08 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 5.168 | -3,74 | 1.669 | -2,85 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 4.969 | 6,24 | 1.516 | 0,40 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 1.476 | 0,00 | 463 | -2,73 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 152.488 | 13,22 | 49.254 | 14,24 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 82.685 | -2,08 | 26.708 | -1,17 | ||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 3.123 | 0,00 | 980 | -2,78 | ||||
| 2026-01-26 | 13F | Luts & Greenleigh Group, Inc | 6.882 | 0,63 | 2.223 | 1,55 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 1.492 | 0,00 | 469 | -2,70 | ||||
| 2026-02-13 | 13F | Lighthouse Financial LLC | 4.460 | 0,00 | 1.441 | 0,91 | ||||
| 2026-03-27 | 13F | Fell Capital Management /adv | 12.955 | 4.185 | ||||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 18.215 | -0,07 | 5.716 | -2,90 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 4 | 1 | ||||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 3.572 | 1,65 | 1.154 | 2,58 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 200 | 0,00 | 63 | -3,12 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 15 | 0,00 | 5 | 0,00 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 24.118 | -8,83 | 7.569 | -11,42 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 1.619 | 0,00 | 508 | -2,87 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 9.021 | 12,01 | 2.831 | 8,80 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 75.294 | 0,58 | 23.628 | -2,28 | ||||
| 2026-02-11 | 13F | CNB Bank | 268 | 21,82 | 87 | 22,86 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 5.192 | 4,87 | 1.629 | 1,88 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 1.025 | -24,80 | 331 | -24,08 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 250 | 81 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 16.735 | -15,24 | 5.406 | -14,46 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 303 | 0,00 | 95 | -2,06 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 7.300 | -5,19 | 2.358 | -4,34 | |||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2.459 | -12,24 | 772 | -14,81 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 14 | -85,42 | 5 | -86,67 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 1.032 | 2,89 | 333 | 3,74 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 6.094 | 36,12 | 1.968 | 37,43 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 217.608 | 30,75 | 70.290 | 31,97 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 119.987 | -2,61 | 37.653 | -5,38 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1.442 | 0,77 | 453 | -2,16 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 20.224 | 27,38 | 7 | 20,00 | ||||
| 2026-02-13 | 13F | Barclays Plc | 76.537 | -45,82 | 24.722 | -45,31 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 2.584 | 44,84 | 835 | 46,32 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 1.457 | 0,00 | 457 | -2,77 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 9.163 | 2.960 | ||||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Opal Capital Llc | 1.767 | 472 | ||||||
| 2025-11-10 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Commerce Bank | 258.330 | 14,13 | 83.443 | 15,19 | ||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 2.319 | 0,09 | 749 | 1,08 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 936 | 0,00 | 302 | 1,00 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 3.833 | -0,60 | 1.238 | 0,32 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 1.341 | 0,00 | 433 | 0,93 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 427 | 0,00 | 134 | -2,92 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 832 | 1,46 | 261 | -1,14 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 33 | 0,00 | 11 | 0,00 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 235 | 0,00 | 74 | -2,67 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 41 | 0,00 | 13 | 0,00 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 51 | -28,17 | 16 | -27,27 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 1.249 | -0,40 | 404 | 0,50 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 17.785 | 175,78 | 5.601 | 168,89 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 744 | 0,00 | 233 | -2,92 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 6.100 | -21,79 | 1.970 | -21,07 | |||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.672 | -1,24 | 540 | -0,18 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 1.173 | 0,00 | 379 | 4,71 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.883 | 0,00 | 608 | 1,00 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 146 | 0,00 | 46 | -4,26 | ||||
| 2026-02-13 | 13F | Jupiter Wealth Management LLC | 1.683 | 0,00 | 557 | 3,53 | ||||
| 2026-04-22 | 13F | Chemung Canal Trust Co | 7.321 | 0,00 | 2.297 | -2,83 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 703 | -0,42 | 221 | -3,51 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 316 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4.081 | -4,81 | 1.281 | -7,51 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 855 | 0,00 | 276 | 1,10 | ||||
| 2026-02-17 | 13F | Rothschild Capital Partners, LLC | 735 | 237 | ||||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 607 | 0,17 | 196 | 1,55 | ||||
| 2026-02-13 | 13F/A | 360 Financial, Inc. | 24.830 | -2,76 | 8.020 | -1,85 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 5.222 | -3,99 | 1.639 | -6,72 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 2.328 | 731 | ||||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 10.302 | -0,43 | 3.233 | -3,29 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 174 | -1,14 | 55 | -3,57 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 3.008 | -0,82 | 972 | 0,10 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6.137 | -1,11 | 1.926 | -3,94 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 2.297 | -0,09 | 742 | 0,82 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 499 | 6,17 | 161 | 7,33 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 3.983 | 2,55 | 1 | 0,00 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 355 | |||||||
| 2026-02-13 | 13F | Haverford Trust Co | 5.971 | 0,00 | 1.929 | 0,94 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 1.032 | 0,00 | 333 | 0,91 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 2.805 | 56,70 | 880 | 52,25 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 1.446 | 0,00 | 467 | 1,08 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 1.125 | 0,00 | 353 | -2,75 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 22.646 | 0,08 | 7.248 | 12,04 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 1.605 | -1,59 | 518 | -0,58 | ||||
| 2026-02-17 | 13F | Weiss Asset Management LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 75 | 0,00 | 24 | -4,17 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 38 | 0,00 | 12 | -8,33 | ||||
| 2026-02-13 | 13F | Fayez Sarofim & Co | 1.314 | 0,00 | 424 | 0,95 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 14.177 | 10,07 | 4.449 | 6,95 | ||||
| 2026-01-14 | 13F | New England Professional Planning Group Inc. | 743 | 240 | ||||||
| 2026-02-12 | 13F | RPg Family Wealth Advisory, LLC | 5.053 | -57,25 | 1.632 | -56,86 | ||||
| 2026-02-17 | 13F | Parvin Asset Management, LLC | 150 | 0,00 | 48 | 0,00 | ||||
| 2026-04-14 | 13F | R.H. Investment Group, LLC | 1.123 | 372 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 113 | 0,00 | 35 | -2,78 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 966.022 | 68,79 | 312.035 | 70,35 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 35.314 | 3,00 | 11.082 | 0,06 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 135 | 0,00 | 44 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 125.396 | 154,19 | 39.350 | 146,96 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 629 | 203 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1.731 | 8,05 | 543 | 5,03 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 677 | 0,00 | 225 | 2,75 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 664 | 214 | ||||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 1.357 | 0,00 | 426 | -2,97 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 90 | 0,00 | 29 | 3,57 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 12.502 | -4,07 | 3.923 | -6,79 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 10.005 | 1,65 | 3.232 | 2,57 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 41.909 | 905,74 | 13.537 | 915,45 | ||||
| 2026-05-01 | 13F | Avion Wealth | 42 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 2.565 | -0,62 | 805 | -3,36 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 61.280 | 1,45 | 19.230 | -1,45 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 21.468 | 0,00 | 6.737 | -2,86 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2.912 | 32,67 | 914 | 26,81 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 3.482 | 0,75 | 1.128 | 1,62 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 212 | 0,00 | 68 | 1,49 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 518 | 0,00 | 163 | -2,99 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 430 | 0,00 | 135 | -2,90 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 192 | 0,00 | 62 | 1,64 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 1.451 | 39,65 | 469 | 40,96 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1.392 | 14,29 | 437 | 10,94 | ||||
| 2026-04-20 | 13F | City State Bank | 207 | -31,00 | 65 | -33,33 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 768 | -55,81 | 248 | -55,40 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 1.117 | -0,09 | 351 | -3,05 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 3.008 | 5,25 | 944 | 2,17 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 822 | 0,12 | 266 | 1,15 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 1.147 | -0,52 | 360 | -3,49 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 2.347 | -1,80 | 736 | -4,66 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 510 | -0,39 | 160 | -3,03 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 800 | 0,00 | 258 | 0,78 | ||||
| 2025-11-04 | 13F | Legend Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 34.757 | -61,80 | 11.227 | -61,45 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 1.762 | 507 | ||||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 726 | 0,00 | 235 | 0,86 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 71 | 22 | ||||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Strategic Equity Management | 33.296 | -19,14 | 10.449 | -21,44 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 1.085 | 0,00 | 350 | 0,86 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 992 | 7.530,77 | 320 | 7.900,00 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 9.507 | 13,39 | 3.071 | 14,42 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 154 | 50 | ||||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 5.499 | -19,07 | 1.776 | -18,31 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 1.129 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 5.694 | -3,31 | 1.787 | -6,10 | ||||
| 2026-01-29 | 13F | MWA Asset Management | 4.698 | -1,01 | 1.518 | -0,13 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 16.521 | 7,33 | 5.184 | 4,26 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Westover Capital Advisors, LLC | 1.000 | 0,00 | 323 | 0,94 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 1.340 | 0,00 | 433 | 0,93 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2.655 | -0,04 | 833 | -2,92 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 12.788 | -1,27 | 4.013 | -4,09 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 218.643 | -0,61 | 70.624 | 0,31 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 1.800 | 0,00 | 565 | -2,93 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 88.308 | -0,74 | 29 | 0,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2.501 | 0,68 | 785 | -2,24 | ||||
| 2026-04-29 | 13F | McLaughlin Asset Management, Inc. | 997 | -4,59 | 313 | -7,42 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 8.043 | 34,30 | 2.598 | 35,54 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 3.862 | 7,52 | 1.248 | 8,53 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 1.720 | 0,00 | 556 | 0,91 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 924 | 299 | ||||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 206 | 67 | ||||||
| 2026-02-05 | 13F | Idaho Trust Bank | 22.505 | -0,62 | 7.269 | 0,30 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 707 | -0,42 | 222 | -5,96 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 10 | 0,00 | 3 | 0,00 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 213 | 1.538,46 | 69 | 1.600,00 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 31.709 | 0,40 | 10.242 | 1,34 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 3.534 | -2,13 | 1.141 | -1,21 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 1.172 | 0,00 | 368 | -2,91 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 84.328 | 87,12 | 27.239 | 88,86 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 170.636 | -0,00 | 55.120 | 0,94 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 1.388 | -2,46 | 448 | -1,54 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 8.964 | -22,85 | 2.896 | -22,14 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 80 | 0,00 | 26 | 0,00 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 1.636 | -2,73 | 513 | -5,52 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 1.310 | -0,46 | 411 | -3,29 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 885 | 0,11 | 286 | 1,06 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 4.243 | 63,00 | 1.371 | 64,47 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 20.488 | -1,14 | 6.429 | -3,94 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 259 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 1.479 | 229 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 1.812 | 5,59 | 585 | 6,56 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 311 | 7.675,00 | 100 | 9.900,00 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 2.305 | -8,42 | 745 | -7,58 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 1.730 | 1,05 | 543 | -1,81 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 650 | -0,76 | 204 | -3,79 | ||||
| 2026-02-05 | 13F | L & S Advisors Inc | 960 | 0,00 | 310 | 0,98 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 2.319 | 0,00 | 749 | 0,94 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 4.645 | -1,48 | 1.458 | -4,27 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 960 | 32,23 | 310 | 33,62 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 5.338 | -2,31 | 1.675 | -5,05 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 23.260 | 3,13 | 7.299 | 0,19 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 17 | 0,00 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 941 | 0,00 | 304 | 0,66 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 301 | 0,00 | 94 | -3,09 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 799 | 0,00 | 253 | -2,33 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 2.233 | 0,00 | 701 | -2,91 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 6 | 2 | ||||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 609 | 4,82 | 197 | 5,95 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 18.260 | -3,30 | 5.948 | -1,57 | ||||
| 2026-01-22 | 13F/A | Cresset Asset Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-13 | 13F | Croban | 1.278 | -6,10 | 413 | -5,29 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 2.442 | -25,46 | 789 | -24,81 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 18.360 | 374,05 | 5.974 | 381,31 | ||||
| 2026-02-04 | 13F | Twin Lakes Capital Management, LLC | 26 | 0,00 | 8 | 0,00 | ||||
| 2026-02-13 | 13F | Rice Hall James & Associates, Llc | 26.547 | 341,86 | 8.575 | 346,10 | ||||
| 2026-01-30 | 13F | Shaker Investments Llc/oh | 1.653 | -51,17 | 534 | -50,69 | ||||
| 2026-02-11 | 13F | Clearbridge Investments, LLC | 16.800 | 1.694,87 | 5.427 | 1.714,72 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 8.984 | 0,00 | 2.902 | 0,90 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 3.699 | 6,20 | 1.195 | 7,18 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 2.389 | 8,00 | 750 | 4,90 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 3.076 | 994 | ||||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 57 | 18 | ||||||
| 2026-01-27 | 13F | BankPlus Trust Department | 570 | 0,00 | 184 | 1,10 | ||||
| 2026-02-13 | 13F | Aft, Forsyth & Company, Inc. | 4.408 | 0,00 | 1.424 | 0,92 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 1.341 | 3,15 | 421 | 0,24 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 3.116 | -0,95 | 978 | -3,84 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 7.315 | -6,98 | 2.296 | -9,65 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 2.752 | -0,18 | 889 | 0,68 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1.453 | 0,00 | 456 | -2,99 | ||||
| 2026-04-08 | 13F | General Partner, Inc. | 200 | 0,00 | 63 | -3,12 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 853 | 0,00 | 276 | 1,10 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 5.271 | -1,51 | 1.703 | -0,58 | ||||
| 2026-04-21 | 13F | Wasatch Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 37 | 12 | ||||||
| 2026-02-14 | 13F | Pointe Capital Management LLC | 4.734 | 3,59 | 1.529 | 4,58 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 1.008 | 0,10 | 316 | -2,77 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 82 | 0,00 | 26 | -3,85 | ||||
| 2026-02-12 | 13F | Betterment LLC | 2.397 | -15,75 | 1 | |||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 456 | -2,56 | 147 | -1,34 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 2.210 | -7,10 | 694 | -9,77 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 829 | 0,00 | 268 | 0,75 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 835 | 15,01 | 270 | 15,95 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 2.301 | 0,26 | 722 | -2,56 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 17.848 | -15,78 | 5.765 | -15,00 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 905 | -1,20 | 284 | -3,73 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1.714 | 0,00 | 538 | -2,89 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 48.736 | -1,33 | 15.294 | -4,15 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 2.522 | -18,91 | 791 | -21,22 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Boston Family Office Llc | 4.441 | 0,00 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 6.714 | -0,34 | 2.107 | -3,22 | ||||
| 2026-02-05 | 13F | Stoneridge Investment Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Corsair Capital Management, L.p. | 8.484 | 0,00 | 2.740 | 0,92 | ||||
| 2026-02-10 | 13F | Viawealth, Llc | 778 | -15,98 | 251 | -15,20 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 114.392 | 11,08 | 36.950 | 12,41 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 923 | 6,71 | 290 | 3,58 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 723 | 2,55 | 234 | 3,56 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 93 | 30 | ||||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 8 | 3 | ||||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 18.464 | 1,96 | 5.794 | -0,94 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 279 | 0,36 | 88 | -2,25 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 75 | 0,00 | 24 | 33,33 | ||||
| 2026-01-27 | 13F | Foundation Wealth Management, LLC | 18.438 | -3,67 | 5.970 | -2,51 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 1.334 | 0,00 | 419 | -2,79 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 4.668 | -4,11 | 1.465 | -6,87 | ||||
| 2026-02-12 | 13F | Ci Investments Inc. | 2.221 | -16,66 | 717 | |||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 8.746 | -1,07 | 2.825 | -0,14 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 2.287 | 0,00 | 739 | 0,96 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 167 | -99,39 | 54 | -99,40 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 2.861 | 0,00 | 924 | 0,98 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 9.238 | 0,00 | 2.899 | -2,85 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 18.573 | 8,60 | 5.999 | 9,61 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 11.480 | 943,64 | 3.708 | 953,41 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 993 | 0,00 | 321 | 0,95 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 339.344 | 40,18 | 109.612 | 41,48 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 2.350 | 759 | ||||||
| 2026-04-16 | 13F | Friday Financial | 1.978 | -10,98 | 621 | -13,53 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 156 | 0,00 | 50 | 2,04 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 91 | 0,00 | 32 | 6,90 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 3.882 | 4,44 | 1.218 | 1,50 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 1.261 | 1,45 | 407 | 2,52 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 3.399 | 0,00 | 1.067 | -2,83 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 9.771 | 7,15 | 3.066 | 4,11 | ||||
| 2026-04-30 | 13F | Oak Ridge Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 700 | 0,00 | 220 | -3,10 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 88.572 | -1,26 | 28.610 | -0,35 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 1.282 | 402 | ||||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 4.466 | -0,27 | 1.402 | -3,11 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 2.350 | 0,00 | 738 | -2,77 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 325 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 694 | 0,00 | 218 | -3,12 |
