Grundlæggende statistik
| Institutionelle ejere | 1522 total, 1517 long only, 0 short only, 5 long/short - change of 3,18% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3677 % - change of -1,63% MRQ |
| Institutionelle aktier (lange) | 400.814.650 (ex 13D/G) - change of 11,02MM shares 2,83% MRQ |
| Institutionel værdi (lang) | $ 38.106.583 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) har 1522 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 400,814,650 aktier. Største aktionærer omfatter Jones Financial Companies Lllp, Bank Of America Corp /de/, Wells Fargo & Company/mn, Us Bancorp \de\, Pnc Financial Services Group, Inc., Morgan Stanley, Bank of New York Mellon Corp, Northern Trust Corp, Baird Financial Group, Inc., and Royal Bank Of Canada .
iShares Trust - iShares Russell Mid-Cap ETF (ARCA:IWR) 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 9, 2026 is 101,14 / share. Previously, on April 10, 2025, the share price was 78,44 / share. This represents an increase of 28,94% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 6.174 | -3,82 | 594 | -4,04 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 209.492 | 80,25 | 20.168 | 79,73 | ||||
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 5.465 | 0,00 | 526 | -0,19 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 32.023 | 8,69 | 3.083 | 8,37 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 3.216 | 0,00 | 310 | -0,32 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 28.113 | -0,24 | 2.706 | -0,51 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 1.637 | -0,30 | 158 | -0,63 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 1.759 | 0,00 | 169 | 0,00 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | City Holding Co | 69.754 | -0,55 | 6.715 | -0,84 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 975 | 143,75 | 95 | 147,37 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 1.122.081 | 1,55 | 108.338 | 6,60 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 267 | 26 | ||||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Argentarii, LLC | 14.507 | 1.397 | ||||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 2.900 | 279 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 41.686.088 | 3,57 | 4.013.120 | 3,27 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 2.800 | 0,00 | 270 | -0,37 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 154 | 24,19 | 15 | 27,27 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 265.674 | 0,06 | 26 | 0,00 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 149 | 14 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 24.388 | 12,71 | 2.348 | 12,24 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 8.338 | -0,68 | 835 | 2,96 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 6.145 | 0,00 | 597 | 1,02 | ||||
| 2026-01-09 | 13F | Spence Asset Management | 1.943 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Fairview Capital Investment Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 22 | -8,33 | 2 | 0,00 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 3.727 | 3,59 | 359 | 3,17 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 4.752 | 0,00 | 457 | -0,22 | ||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 21.557 | -5,63 | 2.075 | -5,90 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | Put | 500 | 66,67 | 46 | 70,37 | |||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 227.925 | -22,16 | 22 | -21,43 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 50 | 5 | ||||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 11.403 | 3,51 | 1.098 | 3,20 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 27.464 | -2,92 | 2.644 | -3,22 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 2.900 | 279 | ||||||
| 2026-01-27 | 13F | Regions Financial Corp | 299.469 | -0,57 | 28.830 | -0,86 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 55.187 | 4,04 | 5.473 | 6,87 | ||||
| 2026-01-30 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 98.295 | -0,19 | 9.463 | -0,48 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 3.652 | 0 | ||||||
| 2026-01-12 | 13F | Castleview Partners, Llc | 2.906 | 280 | ||||||
| 2026-01-29 | 13F | Advantage Trust Co | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 17.402 | 16,78 | 1.675 | 16,48 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 488 | 0,00 | 47 | -2,13 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 43.168 | 1,10 | 4.156 | 0,80 | ||||
| 2026-01-26 | 13F | Abundance Wealth Counselors | 2.698 | 0,00 | 260 | -0,38 | ||||
| 2026-01-20 | 13F | Nvwm, Llc | 40.356 | 3,19 | 3.885 | 2,91 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 50.371 | 29,97 | 4.849 | 36,05 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 6.270 | 0,00 | 610 | 1,00 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 325.324 | 4,44 | 31.319 | 4,13 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 47.942 | 5,52 | 4.615 | 5,22 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 916 | 0,33 | 88 | 0,00 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 2.128 | -11,77 | 0 | |||||
| 2026-02-13 | 13F | United Bank | 3.537 | 0,00 | 341 | -0,29 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 12.497.707 | -1,96 | 1.203.154 | -2,24 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 31.322 | 1,81 | 3.015 | 1,52 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 359.800 | -2,38 | 34.638 | -2,67 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 441.120 | -9,57 | 42.890 | -8,67 | ||||
| 2026-01-26 | 13F | BlueSky Wealth Advisors, LLC | 7.481 | 0,00 | 720 | -0,28 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 25.000 | -3,26 | 2.407 | -3,53 | ||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 5.044 | -11,42 | 486 | -11,66 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | WealthCollab, LLC | 664 | 0,00 | 64 | -1,56 | ||||
| 2025-10-31 | 13F | Monte Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 20.721 | 79,06 | 2.089 | 88,96 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 222 | 0,00 | 21 | 0,00 | ||||
| 2025-11-20 | 13F | Old North State Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Certified Advisory Corp | 8.635 | -0,52 | 831 | -0,84 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 1.185.497 | 2,51 | 114.128 | 2,21 | ||||
| 2025-11-05 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 887 | 85 | ||||||
| 2026-02-04 | 13F | GGM Financials LLC | 138.318 | 0,45 | 13.316 | 0,15 | ||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 17 | 0,00 | 2 | 0,00 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 74 | 0,00 | 7 | 0,00 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 70.862 | 4,19 | 6.822 | 3,88 | ||||
| 2026-01-21 | 13F | MBA Advisors LLC | 14.648 | 0,00 | 1.410 | -0,28 | ||||
| 2026-02-17 | 13F | Aristotle Capital Boston, LLC | 67 | -94,24 | 6 | -94,64 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 18.911 | 0,37 | 1.821 | 0,05 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 83.221 | -4,76 | 8.012 | -3,66 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 25.653 | 0,00 | 2.470 | -0,28 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 4.144 | 58,17 | 399 | 57,94 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 9.073 | 873 | ||||||
| 2026-02-11 | 13F | MCF Advisors LLC | 9.427 | 9,20 | 907 | 8,88 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 56.050 | -0,29 | 5.396 | -0,59 | ||||
| 2026-02-05 | 13F | Bright Futures Wealth Management, LLC. | 2.512 | 0,00 | 242 | -0,41 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 5.083 | -5,52 | 489 | -5,78 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 9.400 | 0,00 | 905 | -0,33 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 2.542 | 0,08 | 245 | -0,41 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 933.429 | 427,22 | 89.861 | 425,72 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 24.687 | 179,33 | 2.377 | 178,55 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 2.208 | -0,72 | 213 | -0,93 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 560 | 0,00 | 54 | -1,85 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 2.928 | 1,88 | 294 | 6,91 | ||||
| 2026-02-05 | 13F | Sage Financial Management Group, Inc. | 3.293 | 0,00 | 317 | 0,00 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 12.872 | 1.239 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 20.270 | -2,77 | 1.951 | -3,03 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 131.475 | -1,79 | 12.657 | -2,07 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 2.445 | 0,33 | 235 | 0,00 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 18.184 | -4,95 | 1.751 | -5,20 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 8.182 | 52,05 | 788 | 51,64 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 406 | 0,00 | 39 | 0,00 | ||||
| 2026-02-05 | 13F | Conning Inc. | 18.612 | -9,64 | 1.792 | -9,91 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 29.759 | 7,00 | 2.865 | 6,67 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 17.130 | -5,53 | 1.649 | -5,77 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 562 | 0,00 | 54 | 0,00 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 14.464 | 0,01 | 1.392 | -0,29 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 3.599 | 1,29 | 346 | 0,87 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 12.208 | 0,00 | 1.179 | 4,99 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 3.028 | 0,00 | 292 | -0,34 | ||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 3.096 | -2,86 | 298 | -2,93 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 31.804 | 14,23 | 3.062 | 13,88 | ||||
| 2025-11-17 | 13F | IMS Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Aspen Investment Management Inc | 2.700 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 16.214 | 0,00 | 1.561 | -0,32 | ||||
| 2025-11-13 | 13F | Knuff & Co LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 56.623 | 22,30 | 5.451 | 21,95 | ||||
| 2026-02-11 | 13F | Hapanowicz & Associates Financial Services, Inc | 15.152 | 2,73 | 1.459 | 2,39 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 16.581 | 31,45 | 1.596 | 31,14 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 3.220 | 0,06 | 310 | 0,00 | ||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 993 | -0,40 | 96 | -1,04 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 439.833 | 1,81 | 42.343 | 1,52 | ||||
| 2026-02-12 | 13F | Granite Islands Private Wealth, Llc | 3.775 | 363 | ||||||
| 2026-01-22 | 13F | Personal Cfo Solutions, Llc | 2.920 | 31,71 | 281 | 31,31 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 2.570 | 0,00 | 247 | -0,40 | ||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 4.960 | 0,00 | 478 | -0,21 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 11.662 | -1,55 | 1.123 | -1,84 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 1.046.568 | 1,12 | 101 | 1,01 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 415 | -64,50 | 40 | -65,18 | ||||
| 2025-10-21 | 13F | Sterling Investment Counsel, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 5.585 | 25,68 | 538 | 25,17 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 5.581 | -1,08 | 537 | -1,29 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 5.012 | 483 | ||||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 2.858 | -8,51 | 275 | -8,64 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 50.812 | 0,75 | 4.892 | 0,45 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 876 | -10,43 | 84 | -10,64 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 6.600 | 0,00 | 635 | -0,31 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 231 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Fiera Capital Corp | 40.291 | -8,70 | 3.879 | -8,97 | ||||
| 2026-02-10 | 13F | Phillips Wealth Planners LLC | 2.036 | 205 | ||||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 11.063 | 9,25 | 1.065 | 9,01 | ||||
| 2026-02-05 | 13F | Lynx Investment Advisory | 4.565 | 440 | ||||||
| 2026-01-15 | 13F | Fulcrum Capital LLC | 16.863 | -1,79 | 1.623 | -2,05 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 66.569.630 | 6,64 | 6.408.658 | 6,33 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 65.704 | -3,95 | 6.325 | -4,22 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 141.758 | 8,65 | 13.647 | 8,34 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Knightsbridge Asset Management, Llc | 31.482 | -48,86 | 3.040 | -46,32 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 11.662 | -8,56 | 1.123 | -8,85 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 29.888 | -2,88 | 3 | 0,00 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 12.776 | 0,76 | 1.230 | 0,41 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 330.997 | 31.865 | ||||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 4.388 | 3,10 | 422 | 2,93 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 17.725 | 0,12 | 1.723 | 1,12 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8.987 | -53,93 | 874 | -53,51 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 2.406 | -3,61 | 232 | -4,15 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 15.239 | 0,40 | 1.467 | 0,14 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 25.012 | 0,97 | 2.408 | 0,67 | ||||
| 2026-01-13 | 13F | Compton Wealth Advisory Group, LLC | 15.901 | 0,01 | 1.531 | -0,33 | ||||
| 2026-02-17 | 13F | Campion Asset Management LLC | 86.554 | -15,63 | 8.333 | -15,88 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 62.700 | 9,41 | 6.036 | 9,09 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 16.264 | 0,00 | 1.566 | -0,32 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 7.602 | 0,00 | 732 | -0,27 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 12.247 | 1.179 | ||||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7.963 | -23,39 | 767 | -23,63 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 2.132 | 205 | ||||||
| 2026-02-13 | 13F | JustInvest LLC | 10.690 | 18,50 | 1.029 | 18,28 | ||||
| 2026-01-23 | 13F | Warburton Capital Management, LLC | 2.272 | 0,00 | 0 | |||||
| 2026-02-04 | 13F | Bensler, LLC | 7.795 | 0,01 | 750 | -0,27 | ||||
| 2026-04-08 | 13F | Sunburst Financial Group, LLC | 61.260 | -0,35 | 5.956 | 0,66 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 24.169 | -2,41 | 2.350 | -1,47 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 555.003 | -0,35 | 53.430 | -0,63 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 925.986 | 36,49 | 89.322 | 36,37 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 347.503 | 3,26 | 33.454 | 2,96 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 5.255 | 506 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 45.820 | -3,49 | ||||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 167.000 | 1,01 | 16.077 | 0,73 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 2.554 | 246 | ||||||
| 2026-02-09 | 13F | Barry Investment Advisors, LLC | 2.226 | 0,18 | 214 | 0,00 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 8.952 | -0,28 | 862 | -0,58 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 6.661 | -3,15 | 641 | -3,46 | ||||
| 2026-02-10 | 13F | Regency Capital Management Inc.\DE | 4.000 | 385 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 5.390 | 519 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 59.704 | 59,16 | 5.748 | 58,71 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 3.115 | 6,46 | 303 | 7,47 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 305.464 | -44,25 | 29.406 | -44,42 | ||||
| 2026-01-05 | 13F | First Hawaiian Bank | 16.047 | -0,12 | 1.545 | -0,45 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 2.173 | 209 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15.578 | 2,41 | 1.515 | 3,42 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 1.539 | 0,00 | 148 | 0,00 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 318.585 | 0,70 | 30.757 | 0,69 | ||||
| 2026-02-05 | 13F | Beese Fulmer Investment Management, Inc. | 8.210 | 0,00 | 790 | -0,25 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 11.000 | 89,66 | 1.059 | 89,27 | ||||
| 2025-10-21 | 13F | Amplius Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 2.964 | 0,00 | 285 | -0,35 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 39 | 0,00 | 4 | 0,00 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 103.245 | 5,16 | 9.939 | 10,08 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 2.492 | 0,00 | 240 | -0,42 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 191.416 | 14,46 | 18.428 | 14,12 | ||||
| 2026-01-20 | 13F | Rainier Family Wealth Inc | 18.736 | 18,41 | 1.804 | 18,07 | ||||
| 2026-01-21 | 13F | Buffalo Business & Estate Services Ltd | 14.230 | 1.370 | ||||||
| 2026-02-12 | 13F | McMillan Office, Inc. | 7.736 | 745 | ||||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Paradigm Financial Partners, Llc | 28.241 | -3,05 | 2.719 | -3,34 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 2.197 | 212 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 1.234 | 0,00 | 120 | 0,85 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 31.739 | 5,20 | 3.055 | 4,91 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 10.331.591 | 5,37 | 994.622 | 5,07 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 246.684 | 1,76 | 23.748 | 1,46 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10.838 | 1,58 | 1.054 | 2,53 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 5.204 | 59,93 | 501 | 59,24 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | West Bancorporation Inc | 89.854 | 2,60 | 8.650 | 2,31 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 1.025 | 247,46 | 99 | 250,00 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 21.828 | -5,89 | 2.122 | -4,93 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 139 | 28,70 | 13 | 30,00 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 19.277 | -0,17 | 1.856 | -0,48 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 3.549 | 0,00 | 342 | -0,29 | ||||
| 2026-01-26 | 13F | Consolidated Investment Group LLC | 323.140 | 0,00 | 31.109 | -0,29 | ||||
| 2026-01-14 | 13F | Centennial Wealth Advisory LLC | 14.752 | 0,31 | 1.421 | 0,00 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 3.001 | -11,24 | 292 | -10,46 | ||||
| 2026-01-23 | 13F | Parthenon Llc | 9.323 | 0,00 | 898 | -0,33 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 9.650 | 929 | ||||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 266.954 | -1,37 | 25.700 | -1,66 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 79.854 | 3,96 | 7.764 | 5,00 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 14.756 | 0,00 | 1.421 | -0,28 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 16.858 | 2,27 | 1.623 | 1,95 | ||||
| 2026-02-17 | 13F | Creative Planning | 939.565 | 1,23 | 90.452 | 0,94 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 14.636 | 2,93 | 1.409 | 2,62 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3.852 | 0,00 | 371 | -0,27 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 10.787 | 31,10 | 1.038 | 30,73 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 37.058 | 1,25 | 3.568 | 1,57 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 4.563 | 439 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 3.563 | 24,58 | 343 | 24,28 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 603 | 0,00 | 58 | 0,00 | ||||
| 2026-01-23 | 13F | Iridian Asset Management Llc/ct | 5.220 | 503 | ||||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Beck Bode, LLC | 4.951 | -6,74 | 477 | -7,03 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 9.526 | -14,83 | 917 | -15,01 | ||||
| 2026-03-16 | 13F | Bank of New Hampshire | 500 | 0,00 | 48 | 0,00 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 219.897 | 3,07 | 21.170 | 2,77 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 4.255 | 6,48 | 410 | 6,23 | ||||
| 2026-02-10 | 13F | West Chester Capital Advisors, Inc | 8.252 | -6,21 | 794 | -6,48 | ||||
| 2026-02-17 | 13F | Fmr Llc | 4.056.476 | 0,24 | 390.517 | -0,05 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 962 | 93 | ||||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 3.099 | 0,00 | 298 | -0,33 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 323.817 | 1,55 | 31.174 | 1,25 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 6.516 | -23,14 | 627 | -23,35 | ||||
| 2026-02-02 | 13F | Citizens Business Bank | 654.638 | 0,47 | 63.022 | 0,18 | ||||
| 2026-01-23 | 13F | Norris Perne & French Llp/mi | 2.282 | 4,34 | 220 | 3,79 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 61.973 | 1,13 | 5.966 | 0,85 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 2.367 | 0,25 | 0 | |||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 30.453 | -9,66 | 2.932 | -9,93 | ||||
| 2026-01-08 | 13F | Occidental Asset Management, LLC | 12.961 | 0,00 | 1.248 | -0,32 | ||||
| 2026-02-10 | 13F | Three Bridge Wealth Advisors, LLC | 136.318 | 4,41 | 13.123 | 4,11 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 8.806 | -3,03 | 848 | -3,31 | ||||
| 2026-02-13 | 13F | Fairfield, Bush & Co. | 5.990 | 4,10 | 577 | 3,78 | ||||
| 2026-01-14 | 13F | Trust Co Of Oklahoma | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 501.958 | 6,89 | 48.325 | 6,59 | ||||
| 2026-01-22 | 13F | Charter Trust Co | 9.135 | 60,12 | 879 | 59,82 | ||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 15.056 | 0,00 | 1.449 | -0,28 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 2.577 | 7,82 | 248 | 7,83 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 95.861 | -2,31 | 9.228 | -2,59 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 5.448 | -58,55 | 1 | -100,00 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 16.884 | -0,22 | 1.625 | -0,49 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 168.540 | 0,62 | 16.225 | 0,33 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 19.919 | 12,57 | 1.918 | 12,24 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100,00 | 381 | -0,26 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 10.273 | -2,91 | 989 | -3,23 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 2.880 | -1,13 | 280 | 0,00 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 87.677 | 3,47 | 8.441 | 3,17 | ||||
| 2026-01-29 | 13F | Farmers & Merchants Trust Co of Long Beach | 23.308 | 0,00 | 2.244 | -0,31 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 46.503 | -2,74 | 4.477 | -3,03 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 9.264 | 27,20 | 892 | 26,74 | ||||
| 2026-01-15 | 13F | Jamison Private Wealth Management, Inc. | 5.206 | -4,46 | 501 | -4,75 | ||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 3.855 | -0,21 | 371 | -0,80 | ||||
| 2026-02-13 | 13F | Ames National Corp | 55.062 | -5,40 | 5.301 | -5,68 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 281.775 | 18,67 | 27.397 | 19,85 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 1.364 | 0,00 | 131 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 48.902 | -1,57 | 4.708 | -1,86 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 442 | 43 | ||||||
| 2026-04-02 | 13F | Collective Family Office Llc | 2.058 | 200 | ||||||
| 2026-02-06 | 13F | Americana Partners, LLC | 20.760 | 0,16 | 1.999 | -0,15 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 8.109 | 0,12 | 781 | -0,13 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 7.987 | -0,08 | 777 | 0,91 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 145 | 0,00 | 14 | 0,00 | ||||
| 2026-01-27 | 13F | Antonelli Financial Advisors, LLC | 3.983 | 0,00 | 383 | -0,26 | ||||
| 2026-01-28 | 13F | Hudson Value Partners, LLC | 5.280 | 514 | ||||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 431 | 41 | ||||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 2.076 | 0,00 | 200 | -0,50 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 16.140 | -13,50 | 1.554 | -13,77 | ||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 10.706 | 0,00 | 1.031 | -0,29 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 105 | 2.000,00 | 10 | |||||
| 2026-01-05 | 13F | Argent Capital Management Llc | 80.192 | 7.720 | ||||||
| 2026-01-12 | 13F | Abound Wealth Management | 39 | 0,00 | 4 | 0,00 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 2.160 | 0,00 | 208 | -0,48 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 99.728 | -23,87 | 9.601 | -24,09 | ||||
| 2026-01-27 | 13F | Davies Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 58.687 | 4,03 | 5.650 | 3,73 | ||||
| 2026-02-04 | 13F | Boston Private Wealth Llc | 23.924 | 6,91 | 2.303 | 6,62 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 2.921.334 | 4,68 | 281.237 | 4,38 | ||||
| 2026-01-22 | 13F | Venturi Wealth Management, LLC | 22.280 | 0,00 | 2.145 | -0,33 | ||||
| 2026-02-10 | 13F | Nvest Financial, LLC | 21.195 | 26,85 | 2.040 | 26,47 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 8.766 | 3,80 | 844 | 3,44 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 59.644 | 2,25 | 5.742 | 1,94 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 92.219 | -3,93 | 8.904 | 0,85 | ||||
| 2026-02-06 | 13F | Radnor Capital Management, LLC | 12.010 | 0,00 | 1.156 | -0,26 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 4.000 | 385 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 140.006 | 9,70 | 13 | 8,33 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 14.871 | 19,44 | 1.432 | 19,05 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.672 | -45,91 | 161 | -43,31 | ||||
| 2026-01-12 | 13F | Perkins Coie Trust Co | 2.610 | 0,00 | 251 | 0,00 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 108.050 | -0,29 | 10.402 | -0,58 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 19.881 | 4,12 | 1.914 | 3,80 | ||||
| 2026-01-23 | 13F | Trust Co Of Virginia /va | 63.311 | -0,54 | 6.095 | -0,83 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 245 | 24 | ||||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 5.891 | 0,00 | 573 | 0,88 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 3.208 | 309 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 98.354 | 2.273,41 | 9.563 | 2.302,51 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 5.680 | 2,32 | 547 | 2,06 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 4.121 | 0,00 | 416 | 6,96 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 71 | -71,26 | 0 | -100,00 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 17.564 | 0,93 | 1.708 | 1,91 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 2.750 | 265 | ||||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 4.124 | 0,37 | 397 | 0,25 | ||||
| 2026-01-21 | 13F/A | Main Line Retirement Advisors, LLC | 3.117 | 0,42 | 300 | 0,33 | ||||
| 2026-01-12 | 13F | Accelerate Investment Advisors LLC | 2.963 | 0,85 | 285 | 0,71 | ||||
| 2026-01-15 | 13F | Moody Lynn & Lieberson, Llc | 8.036 | 1,70 | 774 | 1,44 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 12.928.971 | -5,21 | 1.244.672 | -5,49 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 11.162 | 0,63 | 1.075 | 0,37 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 12.612 | -7,20 | 1.214 | -7,47 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 1.034 | 0,00 | 100 | 0,00 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 14.013 | -1,27 | 1.362 | -0,29 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 399 | 0,25 | 38 | 0,00 | ||||
| 2026-01-21 | 13F | Asio Capital, LLC | 2.485 | 0,00 | 239 | 0,00 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 34.515 | 6,11 | 3.323 | 5,80 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 16.390 | -0,91 | 1.578 | -1,25 | ||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 35.505 | 0,16 | 3.418 | -0,12 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 23.513 | -6,42 | 2.264 | -6,68 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 587 | 0,51 | 57 | 0,00 | ||||
| 2026-01-26 | 13F | Steinberganna Wealth Management | 3.803 | -1,91 | 366 | -2,14 | ||||
| 2026-01-26 | 13F | Seneca Financial Advisors LLC | 12.042 | 0,39 | 1.159 | 0,09 | ||||
| 2026-01-15 | 13F | Arcadia Investment Advisors Llc | 1.038 | 0,00 | 100 | -1,00 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 60.485 | 21,04 | 5.823 | 20,69 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 2.640 | 0,00 | 257 | 0,79 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 5.701 | 0,02 | 549 | -0,36 | ||||
| 2026-01-08 | 13F | Kure Advisory, LLC | 3.335 | 0,00 | 321 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 909.115 | -12,29 | 87.521 | 87.420,00 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 49.118 | -39,95 | 4.742 | -36,96 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 1.968 | 189 | ||||||
| 2026-02-05 | 13F | 1st Source Bank | 21.444 | -1,27 | 2.064 | -1,57 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 8 | 1 | ||||||
| 2026-01-28 | 13F | Builder Investment Group Inc /adv | 30.916 | -0,77 | 2.976 | -1,06 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.099 | 26,61 | 0 | |||||
| 2026-02-03 | 13F | Centerpoint Advisory Group | 2.753 | 0,00 | 265 | 0,00 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 89.624 | 14,66 | 8.628 | 14,34 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 210.671 | -0,49 | 20.281 | -0,78 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 749 | 0,00 | 72 | 0,00 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 8.743 | -0,17 | 842 | -0,47 | ||||
| 2025-11-13 | 13F | Ckw Financial Group | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 3.554 | -11,13 | 342 | -11,40 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 43.858 | 46,93 | 4.222 | 46,50 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 3.602 | 0,00 | 347 | -0,29 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 23.678 | -0,92 | 2.279 | -1,21 | ||||
| 2026-02-10 | 13F | Ade, Llc | 4.033 | 13,29 | 388 | 13,12 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 3.015 | 0,00 | 289 | 3,97 | ||||
| 2026-01-28 | 13F | Columbia Asset Management | 10.872 | 0,00 | 1.047 | -0,29 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 11.329 | 0,00 | 1.091 | -0,27 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 8 | -89,47 | 1 | -100,00 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 17.624 | 0,06 | 1.714 | 1,06 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 4.675 | 0,00 | 450 | -0,22 | ||||
| 2026-02-04 | 13F | Nwam Llc | 10.171 | -15,66 | 1.020 | -12,31 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 173.610 | 7,30 | 16.713 | 6,99 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 9.389 | -0,45 | 904 | -0,77 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 4.449 | 0,38 | 428 | 0,23 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 30.877 | 178,57 | 2.973 | 177,76 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 10.797.769 | 4,45 | 1.039.501 | 4,15 | ||||
| 2026-01-23 | 13F | Atala Financial Inc | 18.040 | 2,84 | 1.737 | 2,54 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 1.308 | 0,00 | 126 | -0,79 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 2.960 | -50,00 | 285 | -50,26 | ||||
| 2026-02-14 | 13F | American Trust | 2.675 | 0,75 | 257 | 0,39 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 777 | 75 | ||||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 225.369 | -3,69 | 21.696 | -3,97 | ||||
| 2025-10-16 | 13F | City State Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 3.229 | 0,00 | 311 | -0,32 | ||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 71.796 | 3,67 | 6.912 | 3,37 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 3.250 | -1,52 | 313 | -1,89 | ||||
| 2026-01-21 | 13F | TPG Advisors LLC | 3.020 | 0,00 | 291 | -0,34 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 1.373 | 0,00 | 132 | 0,00 | ||||
| 2026-01-05 | 13F | Legacy Wealth Management, LLC / MS | 3.277 | 0,12 | 316 | 0,00 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 5.143 | 0,00 | 495 | -0,20 | ||||
| 2026-01-23 | 13F | Patton Fund Management, Inc. | 166.102 | 1,04 | 15.991 | 0,74 | ||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 2.283 | 0,00 | 220 | -0,45 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 9.021 | 0,12 | 868 | -0,12 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 11.407 | -0,65 | 1.098 | -0,90 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 920 | -0,11 | 89 | 0,00 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 885.351 | -3,66 | 85.268 | -3,90 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.136 | 0,00 | 206 | -1,44 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 4.576 | 441 | ||||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 2.969 | 2,03 | 286 | 1,06 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 3.474 | 2,78 | 338 | 3,69 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 948 | 0,00 | 91 | 0,00 | ||||
| 2026-01-08 | 13F | Pine Haven Investment Counsel, Inc | 11.522 | 0,00 | 1.109 | -0,27 | ||||
| 2026-02-13 | 13F | Sunbeam Capital Management, LLC | 12.924 | 0,41 | 1.244 | 0,16 | ||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 10.602 | -1,91 | 1.021 | -2,21 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 190 | 0,00 | 18 | 0,00 | ||||
| 2026-02-09 | 13F | Narus Financial Partners, LLC | 29.009 | -0,72 | 2.793 | -0,99 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 5.227 | 532 | ||||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Northeast Investment Management | 4.209 | 0,00 | 405 | -0,25 | ||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 2.316 | 0,00 | 223 | -0,45 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 28.750 | -2,55 | 2.768 | -2,84 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 78 | 0,00 | 8 | 0,00 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 1.260 | 900,00 | 121 | 908,33 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 18.487 | -5,59 | 1.780 | -5,87 | ||||
| 2025-11-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 26.684 | -2,01 | 2.569 | -2,32 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 525 | 0,00 | 51 | 0,00 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1.438 | 0,00 | 138 | 0,00 | ||||
| 2026-02-13 | 13F | Independent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 73.232 | -5,38 | 7.050 | -5,65 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 604 | 58 | ||||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 26.696 | 1.745 | ||||||
| 2026-02-10 | 13F | Advisor Resource Council | 10.112 | 0,00 | 973 | -0,31 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 2.649 | 21,40 | 270 | 28,57 | ||||
| 2026-01-29 | 13F | Cornerstone National Bank & Trust Co | 141 | 0,00 | 14 | 0,00 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 17.674 | 0,20 | 1.701 | -0,06 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 325 | -50,00 | 31 | -50,00 | ||||
| 2026-01-27 | 13F | Financial Advisory Corp | 2.140 | 0,00 | 206 | 0,00 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 5.105 | 0,00 | 491 | -0,20 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 67.449 | 1,38 | 6.493 | 1,09 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 401 | 0,00 | 39 | 0,00 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 4.287 | 0,05 | 413 | -0,24 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 7.051 | 0,00 | 679 | -0,29 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 165.390 | 0,00 | 15.922 | -0,29 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 30.489 | -0,41 | 2.935 | -0,68 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 23.214 | 9,04 | 2.235 | 8,71 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 14.975 | -4,11 | 1.442 | -4,38 | ||||
| 2026-02-12 | 13F | Voya Investment Management Llc | 93.640 | -38,54 | 9.015 | -38,72 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 2.196 | -10,37 | 214 | -9,36 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 25.951 | -3,34 | 2.523 | -2,36 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 5.220 | -4,97 | 503 | -5,28 | ||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 14.710 | -3,84 | 1.416 | -4,07 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 13.942 | -4,74 | 1.342 | -4,96 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 911.727 | -0,33 | 88.647 | 0,66 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 5.425 | 0,00 | 534 | 1,33 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 5.321 | 512 | ||||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 4.214 | 0,00 | 406 | -0,25 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 39.498 | 0,31 | 3.802 | 0,03 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 23.131 | -0,49 | 2.227 | -0,80 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 554.428 | -35,43 | 54.522 | -36,40 | ||||
| 2026-01-13 | 13F | Well Done, LLC | 16.336 | 3,96 | 1.573 | 3,63 | ||||
| 2025-11-13 | 13F | Goodman Advisory Group, LLC | 0 | 0 | ||||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 200 | 0,00 | 19 | 0,00 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 22.691 | -0,79 | 2.184 | -1,09 | ||||
| 2026-01-20 | 13F | Harbor Capital Advisors, Inc. | 6 | 50,00 | 0 | |||||
| 2026-02-05 | 13F | S&co Inc | 8.344 | 0,00 | 1 | |||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 68 | |||||||
| 2026-02-06 | 13F | Heritage Investors Management Corp | 16.625 | -1,34 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 14.223 | 7,86 | 1.369 | 7,54 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 1.775.314 | 2,44 | 170.915 | 2,15 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 203.958 | -0,73 | 19.635 | -1,01 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 2.694 | 0,00 | 259 | -0,38 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 61.837 | -5,97 | 5.953 | -6,24 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 437 | 42 | ||||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 2.868 | -6,73 | 276 | -6,76 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 124 | -78,36 | 12 | -84,62 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 11.654 | 1.122 | ||||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 608.409 | 48,54 | 58.569 | 48,11 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 68.092 | -29,59 | 7 | -33,33 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 517.524 | 1,37 | 49.822 | 1,08 | ||||
| 2026-01-26 | 13F | Code Waechter LLC | 2.354 | 227 | ||||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 61.737 | 0,65 | 5.943 | 0,35 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 3.137 | 302 | ||||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 10.048 | -6,29 | 967 | -6,57 | ||||
| 2026-01-23 | 13F | Journey Beyond Wealth, LLC | 3.448 | 0,00 | 332 | -0,30 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 1.547.309 | 10,01 | 148.959 | 9,70 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 11.622 | 2,79 | 1.119 | 2,47 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 9.179 | 0,40 | 884 | 0,11 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 318.400 | 15,56 | 30.653 | 15,22 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 1.824 | 1,05 | 176 | 0,57 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 8.681.469 | 2,64 | 835.765 | 2,34 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Alley Investment Management Company, LLC | 23.729 | -0,34 | 2.284 | -0,61 | ||||
| 2026-02-17 | 13F | Chokshi & Queen Wealth Advisors, Inc | 26.371 | -6,63 | 2.539 | -6,90 | ||||
| 2026-02-10 | 13F | Marietta Investment Partners Llc | 2.245 | 0,00 | 216 | 0,00 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 18.866 | 1.816 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 25.259 | 26,49 | 2.432 | 26,15 | ||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 19.725 | 0,00 | 1.899 | -0,32 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 62.581 | 376,92 | 6.071 | 379,54 | ||||
| 2026-01-14 | 13F | Lee-Kelleher Wealth Management | 27.899 | 0,00 | 2.686 | -0,30 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 2.252 | 217 | ||||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 71.691 | 1,49 | 6.902 | 1,19 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 14.604 | -4,00 | 1.406 | -4,29 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 46.123 | -0,90 | 4.486 | -0,18 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 78.722 | 4,76 | 7.579 | 4,45 | ||||
| 2026-01-08 | 13F | Traveka Wealth, LLC | 7.478 | 35,59 | 720 | 35,15 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 2.716 | 261 | ||||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 480 | 0,00 | 46 | 4,55 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 111.015 | 2,43 | 10.718 | 7,53 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 4.313 | 0,00 | 415 | -0,24 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 6.206 | -1,48 | 603 | -0,50 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 887 | 0,00 | 85 | 0,00 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 7.941 | 8,80 | 764 | 8,52 | ||||
| 2026-02-09 | 13F | Valued Retirements, Inc. | 4.990 | 0,00 | 480 | 4,80 | ||||
| 2026-03-06 | 13F | Union Savings Bank | 5.647 | 69,63 | 544 | 74,60 | ||||
| 2026-01-21 | 13F | Peddock Capital Advisors, Llc | 2.590 | -12,17 | 249 | -12,32 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 16 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 3.649 | -0,25 | 351 | -0,57 | ||||
| 2026-02-03 | 13F | Tranquility Partners, LLC | 7.233 | 0,71 | 696 | 0,43 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 39.478 | -2,47 | 3.801 | -2,74 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 1.140 | 0,00 | 110 | -0,91 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 134.905 | 8,43 | 12.987 | 8,13 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 865 | 0,23 | 83 | 0,00 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 16.763 | 1,60 | 1.706 | 7,50 | ||||
| 2026-02-05 | 13F | Lawood & Co | 6.125 | 590 | ||||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 1.352 | -11,23 | 130 | -11,56 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 33.668 | -77,51 | 3.241 | -77,57 | ||||
| 2026-02-06 | 13F | Cvfg Llc | 6.229 | 0,00 | 600 | -0,33 | ||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 3.597 | 361 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 20.947 | -0,08 | 2.017 | -0,40 | ||||
| 2026-01-23 | 13F | Avion Wealth | 113 | 413,64 | 0 | |||||
| 2026-01-20 | 13F | Kavar Capital Partners Group, Llc | 4.158 | -2,07 | 400 | -2,20 | ||||
| 2026-01-29 | 13F | Wise Wealth Partners | 6.170 | 0,00 | 594 | -0,34 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 23.026 | 22,86 | 2.217 | 22,50 | ||||
| 2026-02-02 | 13F | Pettee Investors, Inc. | 2.900 | 32,78 | 279 | 32,86 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 4.687 | 28,80 | 451 | 28,49 | ||||
| 2026-01-29 | 13F | St. Johns Investment Management Company, LLC | 59.185 | 4,80 | 5.698 | 4,49 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 5.464 | 0,00 | 526 | -0,19 | ||||
| 2026-01-21 | 13F | Greenhouse Wealth Management, LLC | 7.190 | 0,40 | 692 | 0,14 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 766 | 0,00 | 74 | 0,00 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 18.242 | -2,51 | 1.756 | -2,77 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 11.805 | -4,17 | 1 | 0,00 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 308.358 | 7,52 | 29.686 | 7,21 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 9.158 | 0,00 | 926 | 4,52 | ||||
| 2026-01-26 | 13F | Moss Adams Wealth Advisors LLC | 6.786 | 0,00 | 653 | -0,31 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 336 | 0,00 | 33 | 6,45 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 11.732 | -1,90 | 1.129 | -2,17 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Smith Thornton Advisors LLC | 52.214 | 3,08 | 5.027 | 2,78 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 55.609 | -10,42 | 5.353 | -10,68 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 3.899 | -24,45 | 385 | -25,39 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 17.770 | 0,07 | 1.711 | -0,23 | ||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1.579 | 0,00 | 159 | 3,95 | ||||
| 2026-02-05 | 13F | GSB Wealth Management, LLC | 2.975 | 0,00 | 286 | -0,35 | ||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 8.912 | 0,17 | 858 | -0,23 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 9.329 | -2,91 | 898 | -3,13 | ||||
| 2026-01-15 | 13F | Paller Financial Services Inc | 5.262 | 507 | ||||||
| 2026-02-06 | 13F | SoundView Advisors Inc. | 2.642 | 0 | ||||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 26.085 | 11,49 | 2.511 | 11,20 | ||||
| 2026-02-09 | 13F | Fox Financial, Inc | 156.557 | -0,56 | 15.072 | -0,85 | ||||
| 2026-01-23 | 13F | Patriot Investment Management Inc. | 13.484 | 0,00 | 1.298 | -0,23 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 19.854 | 69,85 | 1.911 | 69,41 | ||||
| 2026-02-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 7.751 | 1,56 | 746 | 1,36 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 5.000 | 0,00 | 481 | -0,21 | ||||
| 2025-11-14 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 23 | -73,56 | 2 | -75,00 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 3.547 | 0,71 | 341 | 0,29 | ||||
| 2026-04-08 | 13F | Brady Family Wealth, Llc | 7.390 | -0,09 | 719 | 0,84 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 2.126 | 2,16 | 205 | 2,00 | ||||
| 2026-01-20 | 13F | Meridian Investment Counsel Inc. | 3.275 | 0,00 | 315 | -0,32 | ||||
| 2026-02-12 | 13F | Ullmann Financial Group, Inc. | 182.239 | 16,91 | 17.451 | 15,96 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 4.663 | -29,36 | 453 | -28,66 | ||||
| 2026-02-12 | 13F | First Western Trust Bank | 1.069.278 | -1,66 | 102.939 | -1,94 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 7.463 | 0,00 | 726 | 0,97 | ||||
| 2026-02-09 | 13F | Allstate Corp | 3.150 | 0,00 | 303 | -0,33 | ||||
| 2026-02-11 | 13F | Miller Investment Management, LP | 194.565 | -13,92 | 18.731 | -14,17 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 4.981 | 480 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 131 | -95,42 | 13 | -95,64 | ||||
| 2026-01-30 | 13F | Ellenbecker Investment Group | 22.679 | -0,92 | 2.183 | -1,22 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Quantbot Technologies LP | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 2.700 | 0,00 | 260 | -0,38 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 23.636 | 233,84 | 2.304 | 423,41 | ||||
| 2026-03-05 | 13F | Bayban | 2.900 | 279 | ||||||
| 2026-02-06 | 13F | Northwest Wealth Advisors, LLC | 34.327 | 3.305 | ||||||
| 2026-01-28 | 13F | SilverOak Wealth Management LLC | 6.610 | 0,00 | 636 | -0,31 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 2.911 | 280 | ||||||
| 2026-02-06 | 13F | Marble Harbor Investment Counsel, LLC | 3.095 | 0,00 | 298 | -0,34 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 7.893 | 760 | ||||||
| 2026-02-11 | 13F | CNB Bank | 1.425 | 0,00 | 137 | 0,00 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 5.305 | 135,36 | 511 | 135,02 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 312 | 0,00 | 30 | 0,00 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 21.118 | 0,08 | 2.033 | -0,25 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 4.440 | -61,90 | 427 | -62,04 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 248 | -81,34 | 24 | -82,03 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 706.549 | 88,57 | 55.397 | 53,14 | ||||
| 2026-01-09 | 13F | jvl associates llc | 2.676 | 0,00 | 258 | -0,39 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 118 | 11 | ||||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 3.800 | 15,15 | 367 | 21,59 | |||
| 2026-01-26 | 13F | SeaBridge Investment Advisors LLC | 14.001 | 0,00 | 1.348 | -0,30 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 52 | 0,00 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.149.600 | 6,38 | 303.212 | 6,08 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 107.768 | -0,25 | 10.375 | -0,54 | ||||
| 2026-01-29 | 13F | Higgins & Schmidt Wealth Strategies LLC | 9.569 | -0,51 | 921 | -0,75 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 248.817 | 2,26 | 23.954 | 1,97 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Polaris Investment Advisors, LLC | 7.932 | 764 | ||||||
| 2026-02-02 | 13F | Guardian Wealth Advisors, LLC | 20.378 | -1,61 | 1.962 | -1,90 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 13.410 | 0,00 | 1.291 | -0,31 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 11.277 | 45,75 | 1.086 | 45,25 | ||||
| 2026-02-09 | 13F | Flagstone Financial Management | 7.823 | 0,00 | 753 | -0,26 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 13.742 | -22,75 | 1.323 | -23,01 | ||||
| 2025-11-13 | 13F | VSM Wealth Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 69.330 | 10,23 | 6.674 | 9,91 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 2.878 | 0,00 | 277 | 0,00 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 1.257 | 121 | ||||||
| 2026-01-16 | 13F | First Pacific Financial | 298 | 0,34 | 29 | 0,00 | ||||
| 2026-02-17 | 13F | Opal Capital Llc | 7.451 | 761 | ||||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 60.040 | -0,08 | 5.780 | -0,36 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 22.150 | -2,77 | 2 | 0,00 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 111 | 0,00 | 11 | 0,00 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 2.478 | -41,67 | 239 | -41,95 | ||||
| 2026-01-27 | 13F | International City Management Association Retirement Corp | 702.067 | 0,00 | 67.588 | -0,29 | ||||
| 2026-01-20 | 13F | St. Clair Advisors, LLC | 24.925 | 11,40 | 2.400 | 11,06 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 370.965 | 10,60 | 35.713 | 10,28 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 244.325 | -0,20 | 23.521 | -0,49 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 11.500 | -34,29 | 1.107 | -34,46 | |||
| 2026-02-12 | 13F | Jane Street Group, Llc | 5.000 | 481 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 3.500 | 337 | |||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 25 | 2 | ||||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 183.549 | -0,05 | 18.326 | 2,64 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 9.142 | 74,37 | 880 | 81,44 | ||||
| 2026-01-21 | 13F | Finley Financial, LLC | 31.495 | -7,82 | 3.032 | -8,07 | ||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 4.165 | 0,00 | 0 | |||||
| 2026-02-18 | 13F | Royal Harbor Partners, LLC | 2.948 | -1,31 | 284 | -1,74 | ||||
| 2026-01-07 | 13F | Lake Street Financial Llc | 4.848 | -0,72 | 467 | -1,06 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 5.026 | 0,00 | 489 | 1,04 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 22.548 | -6,20 | 2.171 | -6,47 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 6.351 | -19,74 | 611 | -19,92 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 2.924 | 0,00 | 282 | -0,35 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 1.941.922 | -2,73 | 186.949 | -3,01 | ||||
| 2026-01-27 | 13F | Tred Avon Family Wealth, Llc | 4.335 | 0,00 | 417 | -0,24 | ||||
| 2026-01-21 | 13F/A | Winthrop Advisory Group LLC | 13.086 | -2,83 | 1.260 | -3,15 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 1.214 | 16,40 | 117 | 16,00 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 9.147 | -7,28 | 881 | -7,56 | ||||
| 2026-02-09 | 13F | Buckhead Capital Management Llc | 9.116 | 17,01 | 878 | 16,62 | ||||
| 2026-01-26 | 13F | Courage Miller Partners, LLC | 2.354 | 0,00 | 227 | -0,44 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 3.892 | 0,05 | 375 | -0,27 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 16.794 | 239,14 | 1.617 | 240,21 | ||||
| 2026-02-02 | 13F | Ironwood Wealth Management, LLC. | 4.114 | 3,19 | 396 | 3,13 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 153.748 | -12,43 | 14.801 | -8,34 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 101.828 | 16,77 | 9.831 | 22,60 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 68.470 | 1,79 | 6.592 | 1,49 | ||||
| 2026-01-14 | 13F | New England Professional Planning Group Inc. | 8.101 | -22,17 | 780 | -22,49 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 7.315 | 0,08 | 704 | -0,14 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 784 | -19,18 | 76 | -18,28 | ||||
| 2026-01-08 | 13F | Fulton Bank, N.a. | 84.862 | 1,65 | 8.170 | 1,35 | ||||
| 2026-01-29 | 13F | RMR Wealth Builders | 14.193 | -1,48 | 1.366 | -1,73 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 21.068 | 2.028 | ||||||
| 2026-01-21 | 13F | HT Partners LLC | 26.956 | 0,00 | 2.595 | -0,27 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8.913 | 0,00 | 858 | -0,23 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 68.036 | 4,66 | 6.615 | 5,70 | ||||
| 2025-10-20 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Register Financial Advisors LLC | 4.792 | 0,17 | 461 | 0,00 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 6.599 | -0,06 | 1 | |||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 7.407 | -10,83 | 713 | -11,10 | ||||
| 2026-02-13 | 13F | Sterling Capital Management LLC | 12.554 | 0,14 | 1.209 | -0,17 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 7.474 | 3,25 | 720 | 3,01 | ||||
| 2026-02-12 | 13F | Advisory Resource Group | 6.713 | 3,77 | 646 | 3,53 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 7.692 | 0,18 | 740 | -0,13 | ||||
| 2026-02-13 | 13F | Baldwin Investment Management, LLC | 8.363 | 0,00 | 805 | -0,25 | ||||
| 2026-01-28 | 13F | Quaker Wealth Management, LLC | 686 | 0,00 | 66 | 0,00 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 3.914 | 25,25 | 377 | 24,92 | ||||
| 2026-02-13 | 13F | Segall Bryant & Hamill, Llc | 16.085 | 1.549 | ||||||
| 2026-01-23 | 13F | Zwj Investment Counsel Inc | 2.759 | 0,00 | 266 | -0,38 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 220.505 | 1.138,03 | 21.228 | 1.134,90 | ||||
| 2026-02-11 | 13F | SmartHarvest Portfolios, LLC | 3.388 | 326 | ||||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 4.789 | 1,50 | 461 | 1,32 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 1.471 | -12,49 | 142 | -8,44 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 15.227 | 0,00 | 1.466 | -0,34 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 6.781 | 25.014,81 | 653 | 32.500,00 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 9.934 | 0,00 | 956 | -0,31 | ||||
| 2026-02-03 | 13F | Plan Group Financial, LLC | 91.227 | -7,02 | 8.782 | -7,28 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 2.325 | 0,00 | 226 | 1,35 | ||||
| 2026-01-26 | 13F | Clean Yield Group | 56 | 0,00 | 5 | 0,00 | ||||
| 2026-02-05 | 13F | Prairieview Wealth Partners, Llc | 108.983 | 4,33 | 10.492 | 4,03 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 13.634 | 45,66 | 1.313 | 45,29 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 5.605 | 0,00 | 540 | -0,37 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 6 | 0,00 | 1 | |||||
| 2025-11-14 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 16.037 | 6,44 | 1.544 | 6,12 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 55.390 | 1,12 | 5.332 | 0,83 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 1.292 | 0,00 | 124 | 0,00 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 4.436 | -0,18 | 427 | -0,47 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 27.665 | -1,30 | 2.663 | -1,59 | ||||
| 2026-01-12 | 13F | Richard P Slaughter Associates Inc | 33.448 | -3,80 | 3.220 | -4,08 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 140.153 | 280,85 | 13.493 | 279,74 | ||||
| 2026-01-29 | 13F | MWA Asset Management | 4.536 | 0,71 | 437 | 0,46 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.283 | 123 | ||||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 17.146 | -1,36 | 1.667 | -0,36 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 2.957.723 | 285.568 | ||||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 2.367 | 0,00 | 230 | 1,32 | ||||
| 2026-02-13 | 13F | Goldstone Financial Group, LLC | 94.202 | 0,71 | 9.069 | 0,41 | ||||
| 2026-02-06 | 13F | Poehling Capital Management, LLC | 3.751 | 0,00 | 361 | -0,28 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 2.200 | 0,00 | 214 | 0,95 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 100 | 0,00 | 10 | 0,00 | ||||
| 2026-02-12 | 13F | Knott David M Jr | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Country Trust Bank | 171.261 | -65,16 | 16.487 | -65,27 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 21.247 | 0,11 | 2.045 | -0,20 | ||||
| 2026-02-06 | 13F | Nixon Peabody Trust Co | 2.644 | -7,23 | 255 | -7,64 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 144 | 0,00 | 14 | 0,00 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 139 | 10,32 | 13 | 8,33 | ||||
| 2026-01-27 | 13F | Old Second National Bank Of Aurora | 7.780 | 0,00 | 749 | -0,40 | ||||
| 2026-02-11 | 13F | Teachers Insurance & Annuity Association Of America | 2.062 | 0,00 | 199 | -0,50 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 44.620 | 7,82 | 4.347 | 8,92 | ||||
| 2026-01-30 | 13F | Stegner Investment Associates Inc. | 442.962 | 10,20 | 42.644 | 9,88 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 78.427 | -2,43 | 7.550 | -2,71 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 10.559 | 0,08 | 1.016 | -0,20 | ||||
| 2026-02-09 | 13F | TrustBank | 4.600 | 443 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 209.200 | 22,22 | 20.359 | 23,09 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 3.269 | 29,31 | 315 | 28,69 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 6.009 | 0,70 | 578 | 0,35 | ||||
| 2026-01-09 | 13F | TABR Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 14.260 | -0,94 | 1.373 | -1,22 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 2.751 | 20,13 | 265 | 19,46 | ||||
| 2026-01-26 | 13F | Lansing Street Advisors | 2.329 | -5,33 | 224 | -5,49 | ||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 70.214 | 1,52 | 6.760 | 1,23 | ||||
| 2026-02-06 | 13F | L.K. Benson & Company, P.C. | 4.785 | 461 | ||||||
| 2026-01-13 | 13F | McClarren Financial Advisors, Inc. | 3.916 | 2.259,04 | 374 | -0,27 | ||||
| 2026-01-26 | 13F | Riverview Trust Co | 3.180 | 0,00 | 306 | -0,33 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 476.698 | -0,58 | 46 | -2,17 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 7.599 | -0,55 | 732 | -0,81 |
