IWR - iShares Trust - iShares Russell Mid-Cap ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Trust - iShares Russell Mid-Cap ETF
US ˙ ARCA ˙ US4642874998

Grundlæggende statistik
Institutionelle ejere 1515 total, 1511 long only, 0 short only, 4 long/short - change of 2,36% MRQ
Gennemsnitlig porteføljeallokering 0.3748 % - change of 0,80% MRQ
Institutionelle aktier (lange) 401.085.690 (ex 13D/G) - change of 11,20MM shares 2,87% MRQ
Institutionel værdi (lang) $ 38.164.032 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) har 1515 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 401,085,690 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 29, 2026 is 102,47 / share. Previously, on April 30, 2025, the share price was 84,15 / share. This represents an increase of 21,77% over that period.

IWR / iShares Trust - iShares Russell Mid-Cap ETF Institutional Ownership
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 Mid-Cap 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.

IWR / iShares Trust - iShares Russell Mid-Cap ETF Historical Put/Call Ratio
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
(%)
2026-04-21 13F Topsail Wealth Management, LLC 2.076 0,00 202 1,01
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
2026-04-21 13F Financial Consulate, Inc 139 0,00 14 0,00
2026-04-10 13F Atala Financial Inc 18.126 0,48 1.771 2,02
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
2026-04-27 13F Greenleaf Trust 31.822 -6,05 3.094 -5,09
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
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
2026-04-16 13F Baron Wealth Management LLC 8.942 -1,22 869 -0,23
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
2026-04-24 13F Optas, LLC 2.800 -26,32 272 -25,48
2026-04-28 13F St. Johns Investment Management Company, LLC 57.743 -2,44 5.614 -1,46
2026-04-21 13F Financial Planning Navigators CORP 2.856 -1,55 278 -0,72
2026-02-13 13F Wells Fargo & Company/mn 41.686.088 3,57 4.013.120 3,27
2026-04-13 13F Plan Group Financial, LLC 86.893 -4,75 8.449 -3,80
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
2026-04-13 13F Bank of New Hampshire 500 0,00 49 0,00
2026-04-06 13F Trust Co of the South 6.145 0,00 597 1,02
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
2026-02-05 13F Thrivent Financial For Lutherans 227.925 -22,16 22 -21,43
2026-04-22 13F Carroll Advisory Group, LLC 16.433 -0,19 1.598 0,82
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 16.342 -0,29 1.589 0,70
2026-01-26 13F Key Capital Management, INC 50 5
2026-04-24 13F Old Peak Finance LLC 4.352 0,00 423 1,20
2026-04-29 13F Cary Street Partners Financial Llc 19.672 -0,23 1.913 0,74
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
2026-04-22 13F JNBA Financial Advisors 7.594 -0,11 738 0,96
2026-04-16 13F Tortuga Wealth Management, Inc 2.741 264
2026-04-14 13F Zrc Wealth Management, Llc 965 -16,59 94 -16,22
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
2026-04-28 13F Winthrop Capital Management, LLC 3.400 -1,22 0
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
2026-02-03 13F Sequoia Financial Advisors, LLC 43.168 1,10 4.156 0,80
2026-04-27 13F Qrg Capital Management, Inc. 4.963 -39,34 483 -38,75
2026-02-27 13F Compass Financial Services Inc 0 -100,00 0
2026-04-24 13F Cassia Capital Partners, LLC 6.915 5,12 672 6,16
2026-04-16 13F Sterling Investment Counsel, LLC 7.160 696
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
2026-04-20 13F Centennial Wealth Advisory LLC 14.562 -1,29 1.416 -0,28
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
2026-02-17 13F Russell Investments Group, Ltd. 25.000 -3,26 2.407 -3,53
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
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 0 -100,00 0
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
2026-02-12 13F Summit Financial, LLC 70.862 4,19 6.822 3,88
2026-04-15 13F Radnor Capital Management, LLC 12.010 0,00 1.168 0,95
2026-04-24 13F Wagner Wealth Management, Llc 17 2
2026-02-17 13F Aristotle Capital Boston, LLC 67 -94,24 6 -94,64
2026-04-28 13F Brighton Jones Llc 0 -100,00 0
2026-04-15 13F Bright Futures Wealth Management, LLC. 2.461 -2,03 239 -0,83
2026-04-17 13F Clear Trail Advisors, LLC 2.142 -2,06 208 -0,95
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
2026-04-29 13F Navalign, LLC 0 -100,00 0
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
2026-04-28 13F Golden State Wealth Management, LLC 4.723 -1,81 459 -0,86
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
2026-02-11 13F Shared Vision Wealth Group LLC 2.928 1,88 294 6,91
2026-02-24 13F MidFirst Bank 12.872 1.239
2026-04-17 13F Brown, Lisle/cummings, Inc. 8.700 0,00 846 0,96
2026-01-07 13F Sagespring Wealth Partners, Llc 20.270 -2,77 1.951 -3,03
2026-04-20 13F CWA Asset Management Group, LLC 8.914 32,27 867 33,64
2026-02-06 13F Frisch Financial Group, Inc. 2.445 0,33 235 0,00
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
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 24.468 8,52 2.379 9,63
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
2026-04-13 13F Richard P Slaughter Associates Inc 33.146 -0,90 3.223 0,06
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 6.191 0,00 602 1,01
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
2026-04-10 13F Quaker Wealth Management, LLC 686 0,00 67 0,00
2026-04-16 13F Capital Advisors, Ltd. LLC 2.047 0,00 0
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
2026-04-21 13F Sage Financial Management Group, Inc. 3.293 0,00 320 0,95
2026-04-14 13F Prospera Financial Services Inc 35.443 -2,18 3.448 -1,20
2026-04-17 13F Stephenson National Bank & Trust 111.846 -15,00 10.875 -14,15
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
2026-02-17 13F Snowden Capital Advisors LLC 16.581 31,45 1.596 31,14
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
2026-01-22 13F Castle Wealth Management Llc 4.960 0,00 478 -0,21
2026-04-15 13F Cranbrook Wealth Management, LLC 7.020 0,00 683 1,04
2026-02-20 13F Sunbelt Securities, Inc. 11.662 -1,55 1.123 -1,84
2026-02-26 13F Anchor Investment Management, LLC 415 -64,50 40 -65,18
2026-02-12 13F Keel Point, LLC 5.585 25,68 538 25,17
2026-04-24 13F Boston Trust Walden Corp 19.735 0,05 1.919 1,05
2026-04-15 13F Merit Financial Group, LLC 22.260 -14,66 2.164 -13,82
2026-04-29 13F Landmark Wealth Management, LLC 4.595 17,91 447 18,93
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
2026-04-10 13F Armstrong Advisory Group, Inc 159 0,00 15 0,00
2026-04-16 13F Strategic Advisory Partners, Llc 18 2
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
2026-04-16 13F Sunbeam Capital Management, LLC 12.958 0,26 1.260 1,21
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
2026-02-10 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
2026-04-27 13F Smith & Howard Wealth Management, LLC Put 0 -100,00 0
2026-02-10 13F Peapack Gladstone Financial Corp 29.888 -2,88 3 0,00
2026-04-16 13F Triad Wealth Partners, LLC 6.628 -16,51 644 -15,71
2026-02-02 13F Legacy Edge Advisors, LLC 330.997 31.865
2026-04-10 13F Impact Capital Partners LLC 2.140 -60,81 208 -60,38
2026-02-13 13F National Bank Of Canada /fi/ 4.388 3,10 422 2,93
2026-04-16 13F Klaas Financial Asset Advisors, LLC 104.564 10.167
2026-04-24 13F Ledyard National Bank 2.544 0,00 247 1,23
2026-04-17 13F Essex Savings Bank 8.007 -1,72 779 -0,77
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
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 519.587 9,00 51 11,11
2026-04-22 13F Romano Brothers And Company 2.375 0,00 231 0,88
2026-04-29 13F SilverOak Wealth Management LLC 6.610 0,00 643 0,94
2026-04-13 13F Bouchey Financial Group Ltd 4.249 -0,05 430 4,89
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
2026-04-28 13F Goldstein Advisors, LLC 9.112 0,00 886 0,91
2026-04-23 13F Farmers & Merchants Investments Inc 42.785 -0,07 4.160 0,92
2026-02-17 13F Campion Asset Management LLC 86.554 -15,63 8.333 -15,88
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 7.824 104,34 761 106,52
2026-04-22 13F Evensky & Katz LLC 20.791 -16,16 2 0,00
2026-02-13 13F Level Four Advisory Services, Llc 62.700 9,41 6.036 9,09
2026-04-28 13F Stephens Inc /ar/ 419.131 -1,42 40.752 -0,43
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 97.130 -1,19 9.444 -0,20
2026-04-29 13F Orin Green Financial, LLC 61.929 0,15 6.021 1,14
2026-04-10 13F Country Trust Bank 160.227 -6,44 15.579 -5,51
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-02-17 13F Lazard Asset Management Llc 16.264 0,00 1.566 -0,32
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 3.722 0,00 362 -4,50
2026-02-17 13F Two Sigma Securities, Llc 12.247 1.179
2026-04-22 13F TPG Advisors LLC 3.020 0,00 294 1,03
2026-04-27 13F Smith & Howard Wealth Management, LLC 54.989 14,70 5.332 15,54
2025-10-30 13F Traub Capital Management LLC 0 -100,00 0 -100,00
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
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 0 -100,00 0
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
2026-04-21 13F Wesbanco Bank Inc 63.975 -1,34 6.220 -0,35
2026-04-13 13F Hm Payson & Co 3.714 0,00 361 1,12
2026-04-14 13F Legacy Trust 42.980 0,16 4.179 1,16
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
2026-02-09 13F Northstar Financial Companies, Inc. 5.255 506
2026-04-20 13F Jfs Wealth Advisors, Llc 26.380 0,84 2.565 1,83
2026-02-09 13F Huntington National Bank 45.820 -3,49
2026-04-13 13F First Hawaiian Bank 16.047 0,00 1.560 1,04
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
2026-04-30 13F BRYN MAWR TRUST Co 410.635 18,17 39.926 19,35
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
2026-04-15 13F Occidental Asset Management, LLC 12.961 0,00 1.260 1,04
2026-04-16 13F Blue Zone Wealth Advisors, LLC 3.541 -13,61 344 -12,69
2026-02-17 13F DV Trading LLC 2.173 209
2026-04-23 13F Iridian Asset Management Llc/ct 0 -100,00 0
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 15.578 2,41 1.515 3,42
2026-04-23 13F Emerald Advisors, LLC 3.117 0,00 303 1,00
2026-02-17 13F Mercer Global Advisors Inc /adv 318.585 0,70 30.757 0,69
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
2026-04-29 13F Rocky Mountain Advisers, Llc 144 0,00 14 7,69
2026-04-21 13F Cambient Family Office, Llc 36.919 -0,16 3.590 0,81
2026-02-02 13F Vawter Financial, Ltd. 2.492 0,00 240 -0,42
2026-04-14 13F Lee-Kelleher Wealth Management 26.434 -5,25 2.570 -4,28
2026-04-29 13F Northwest Wealth Advisors, LLC 38.872 13,24 3.780 14,38
2025-11-14 13F Old Mission Capital Llc 0 -100,00 0
2026-04-08 13F Arlington Trust Co LLC 1.234 0,00 120 0,85
2026-04-20 13F Sowell Financial Services LLC 31.039 -2,21 3.018 -1,24
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
2026-04-29 13F Financial Life Advisors 0 -100,00 0
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
2026-04-15 13F Fmb Wealth Management 0 -100,00 0
2026-04-13 13F Compass Ion Advisors, LLC 2.316 0,00 225 1,35
2026-04-27 13F Evolution Wealth Management Inc. 148 0,00 14 0,00
2026-04-08 13F Oliver Luxxe Assets LLC 21.828 -5,89 2.122 -4,93
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
2026-04-08 13F Eclectic Associates Inc /adv 3.001 -11,24 292 -10,46
2026-02-06 13F Vestmark Advisory Solutions, Inc. 9.650 929
2026-04-27 13F USAdvisors Wealth Management, LLC 11.472 -0,61 1 0,00
2026-04-28 13F Bogart Wealth, LLC 848 -1,97 82 -1,20
2026-04-06 13F Sincerus Advisory, LLC 79.854 3,96 7.764 5,00
2026-04-16 13F Southern Capital Advisors, Llc 19.489 0,83 1.895 1,83
2026-01-23 13F Sage Mountain Advisors LLC 14.756 0,00 1.421 -0,28
2026-04-15 13F Perkins Coie Trust Co 2.610 0,00 254 0,80
2026-04-20 13F Courier Capital Llc 35.792 -0,01 3.480 0,99
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
2026-04-24 13F Courage Miller Partners, LLC 2.354 0,00 229 0,88
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-04-22 13F Joel Isaacson & Co., LLC 4.971 0,00 483 1,05
2026-04-29 13F Centerpoint Advisory Group 2.753 0,00 268 0,75
2026-04-23 13F J.w. Cole Advisors, Inc. 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
2026-02-17 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
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-17 13F James J. Burns & Company, LLC 4.423 0,05 430 1,18
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
2026-02-06 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
2026-04-22 13F Janney Montgomery Scott LLC 916.341 -12,44 89 -11,00
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
2026-04-29 13F Rockwood Wealth Management, LLC 3.743 0,00 364 0,83
2026-02-02 13F Citizens Business Bank 654.638 0,47 63.022 0,18
2026-04-21 13F Trust Co Of Virginia /va 61.011 -3,63 5.932 -2,66
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
2026-02-10 13F Three Bridge Wealth Advisors, LLC 136.318 4,41 13.123 4,11
2026-04-22 13F Pasadena Private Wealth, LLC 28.500 0,00 2.771 1,02
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
2026-04-27 13F HB Wealth Management, LLC 45.218 2,12 4.397 3,14
2026-02-13 13F Colony Group, LLC 501.958 6,89 48.325 6,59
2026-01-26 13F Luminvest Wealth Management LLC 15.056 0,00 1.449 -0,28
2026-04-27 13F Fulton Breakefield Broenniman Llc 8.297 -7,32 807 -6,39
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
2026-02-13 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
2026-02-09 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
2026-04-16 13F Fiduciary Advisors, Inc. 5.274 -0,57 513 0,39
2026-01-20 13F Independence Bank of Kentucky 87.677 3,47 8.441 3,17
2026-04-21 13F Narus Financial Partners, LLC 30.580 5,42 2.973 6,48
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
2026-02-12 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
2026-04-24 13F Flagship Private Wealth, LLC 4.858 4,32 472 5,36
2026-02-05 13F AlphaCore Capital LLC 8.109 0,12 781 -0,13
2026-04-10 13F Great Oak Capital Partners, Llc 3.098 0,26 314 4,33
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
2026-04-16 13F Heck Capital Advisors, LLC 125.230 -21,99 12.176 -21,22
2026-04-22 13F Bravera Wealth 1.822 -1,88 177 -0,56
2026-04-27 13F Flagstone Financial Management 7.823 0,00 761 0,93
2026-02-11 13F Commonwealth Retirement Investments LLC 431 41
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 5.920 -4,64 576 -3,69
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-04-28 13F Kanawha Capital Management Llc 8.306 -5,68 808 -4,72
2026-04-16 13F BlueSky Wealth Advisors, LLC 7.481 0,00 727 0,97
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 50.162 -14,53 4.877 -13,67
2026-01-05 13F Argent Capital Management Llc 80.192 7.720
2026-04-15 13F Steinberganna Wealth Management 3.809 0,16 370 1,09
2026-04-22 13F Investment Advisory Group, LLC 6.793 -13,17 661 -12,35
2026-04-29 13F KERR FINANCIAL PLANNING Corp 336 0,00 35 3,03
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
2026-02-17 13F Raymond James Financial Inc 2.921.334 4,68 281.237 4,38
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
2026-04-21 13F Alpine Bank Wealth Management 3.285 0,00 319 0,95
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
2026-04-30 13F Indivisible Partners 9.942 30,28 967 31,61
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
2026-04-07 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
2026-04-10 13F First Bank & Trust 2.943 0,00 286 1,06
2026-04-23 13F Moss Adams Wealth Advisors LLC 6.729 -0,84 654 0,15
2026-04-24 13F Essex Financial Services, Inc. 59.494 -3,63 5.785 -2,68
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
2026-04-28 13F Antonelli Financial Advisors, LLC 3.800 -4,59 369 -3,66
2026-01-30 13F Us Bancorp \de\ 12.928.971 -5,21 1.244.672 -5,49
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
2026-04-29 13F CFS Investment Advisory Services, LLC 0 -100,00 0
2026-04-08 13F Bill Few Associates, Inc. 14.013 -1,27 1.362 -0,29
2026-02-05 13F Atria Investments Llc 34.515 6,11 3.323 5,80
2026-04-13 13F Massmutual Trust Co Fsb/adv 18.394 -0,79 1.788 0,22
2026-02-06 13F Copia Wealth Management 587 0,51 57 0,00
2026-04-13 13F Arcadia Investment Advisors Llc 1.038 0,00 101 1,01
2026-04-23 13F Oppenheimer & Co Inc 51.188 13,40 4.977 14,55
2026-02-17 13F Prosperity Consulting Group, LLC 60.485 21,04 5.823 20,69
2026-04-22 13F Invera Wealth Advisors, LLC 4.398 0,00 428 0,95
2026-04-02 13F Silverleafe Capital Partners, LLC 2.640 0,00 257 0,79
2026-04-24 13F United Community Bank 5.303 0,00 516 0,98
2026-04-21 13F Torrey Growth & Income Advisors 5.458 0,11 524 0,00
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
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
2026-04-29 13F Mycio Wealth Partners, Llc 49.729 7,67 4.835 8,75
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
2026-04-06 13F CX Institutional 1.099 26,61 0
2026-02-05 13F Rossmore Private Capital 89.624 14,66 8.628 14,34
2026-04-21 13F Piedmont Capital Management, LLC/NC 6.648 175,85 646 178,45
2026-01-28 13F Barrett & Company, Inc. 749 0,00 72 0,00
2026-04-20 13F Naples Global Advisors, Llc 26.485 -0,75 2.575 0,27
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
2026-02-17 13F Laird Norton Trust Company, Llc 43.858 46,93 4.222 46,50
2026-04-23 13F Narwhal Capital Management 10.231 0,00 995 1,02
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
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1.579 0,00 159 0,00
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
2026-04-27 13F Dominguez Wealth Management Solutions, Inc. 13.828 -0,18 1.344 0,83
2026-02-03 13F Cassaday & Co Wealth Management LLC 11.329 0,00 1.091 -0,27
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 81 -89,58 8 -90,54
2026-04-21 13F Chapin Davis, Inc. 36.892 3,91 3.587 4,94
2026-04-10 13F Stillwater Capital Advisors, LLC 10.872 -2,48 1.057 -1,49
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
2026-04-22 13F Finley Financial, LLC 31.495 0,00 3.062 0,99
2026-02-09 13F Fidelis Capital Partners, LLC 173.610 7,30 16.713 6,99
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
2026-04-24 13F Private Advisor Group, LLC 164.535 -2,60 15.998 -1,63
2026-02-05 13F High Note Wealth, LLC 1.308 0,00 126 -0,79
2026-04-20 13F Ronald Blue Trust, Inc. 16.022 37,86 1.558 39,27
2026-02-14 13F American Trust 2.675 0,75 257 0,39
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 4.573 -7,50 445 -6,53
2026-04-17 13F Amarillo National Bank 214.284 -3,54 20.835 -2,58
2026-04-10 13F Magnus Financial Group LLC 4.134 0,24 402 1,01
2026-04-14 13F Invenio Wealth Partners Llc 7.529 0,00 732 1,10
2026-02-05 13F Avantax Planning Partners, Inc. 3.250 -1,52 313 -1,89
2026-02-12 13F Investment Counsel Co Of Nevada 1.373 0,00 132 0,00
2026-02-04 13F Hirtle Callaghan & Co LLC 5.143 0,00 495 -0,20
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
2026-04-17 13F Webster Bank, N. A. 16.436 7,94 1.598 9,08
2026-02-03 13F Morse Asset Management, Inc 920 -0,11 89 0,00
2026-04-28 13F Stratos Wealth Advisors, LLC 20.621 -1,56 2.005 -0,55
2026-02-10 13F Lido Advisors, LLC 885.351 -3,66 85.268 -3,90
2026-04-29 13F Montag A & Associates Inc 14.131 3,67 1.374 4,65
2026-04-21 13F Colony Family Offices, LLC 638 0,00 62 1,64
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
2026-04-16 13F Quotient Wealth Partners, LLC 6.268 609
2026-02-12 13F Brueske Advisory Services, LLC 0 -100,00 0
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
2026-04-22 13F Horizon Bancorp Inc /in/ 59 0
2025-11-13 13F Quadrature Capital Ltd 0 -100,00 0 -100,00
2026-04-23 13F Sellwood Investment Partners LLC 24 0,00 2 0,00
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
2026-04-24 13F Heritage Investors Management Corp 16.625 0,00 2 0,00
2026-04-17 13F Baker Ellis Asset Management LLC 16.214 0,00 1.576 1,03
2026-02-13 13F Independent Family Office, LLC 0 -100,00 0
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
2026-04-21 13F Capital Investment Counsel, Inc 1.598 0,00 155 1,31
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
2026-04-10 13F Naviter Wealth, LLC 2.299 -8,37 224 -7,47
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
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-04-23 13F American National Bank 8.617 0,00 838 0,97
2026-04-24 13F Medallion Wealth Advisors, LLC 1.420 0,00 138 1,47
2026-04-23 13F Intrua Financial, LLC 5.589 -10,69 543 -9,80
2026-02-12 13F Mason Investment Advisory Services, Inc. 4.287 0,05 413 -0,24
2026-04-24 13F Keybank National Association/oh 1.567.151 -0,17 152.374 0,83
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
2026-04-20 13F First PREMIER Bank 6.783 0,00 1
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
2026-04-17 13F Certified Advisory Corp 8.496 -1,61 826 -0,60
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
2026-04-16 13F Pine Haven Investment Counsel, Inc 11.522 0,00 1.120 0,99
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 9.538 -39,63 927 -39,01
2026-04-22 13F Seneca Financial Advisors LLC 11.793 -2,07 1.147 -1,12
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
2026-04-29 13F Hughes Financial Services, LLC 668 0,00 65 0,00
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
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 689.676 0,79 67.057 1,80
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
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
2026-02-05 13F S&co Inc 8.344 0,00 1
2025-12-05 13F Vestwell Advisors, LLC 68
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
2026-04-29 13F Nilsine Partners, LLC 5.040 -4,44 523 2,96
2026-01-22 13F Bartlett & Co. Wealth Management Llc 203.958 -0,73 19.635 -1,01
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 418 0,00 41 0,00
2026-04-15 13F Valley National Advisers Inc 3.876 0,00 0
2026-02-12 13F Front Row Advisors LLC 2.694 0,00 259 -0,38
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
2026-04-28 13F Integrated Advisors Network LLC 63.482 -3,38 6.172 -2,42
2026-04-28 13F Ntv Asset Management Llc 54.802 -3,63 5.328 -2,67
2026-04-15 13F Hilltop Wealth Advisors, Llc 28.151 -5,91 2.737 -4,97
2026-02-12 13F Bank Of Montreal /can/ 1.547.309 10,01 148.959 9,70
2026-04-16 13F Bricktown Capital, LLC 152.264 0,00 14.805 1,00
2026-04-27 13F Hunter Associates Investment Management Llc 7.146 0,01 1
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
2026-02-17 13F Chokshi & Queen Wealth Advisors, Inc 26.371 -6,63 2.539 -6,90
2026-04-22 13F Matrix Asset Advisors Inc/ny 59.571 1,09 5.792 2,12
2026-02-13 13F SRS Capital Advisors, Inc. 18.866 1.816
2026-04-23 13F Alley Investment Management Company, LLC 23.399 -1,39 2.275 -0,39
2026-02-06 13F EverSource Wealth Advisors, LLC 25.259 26,49 2.432 26,15
2026-04-15 13F Weatherly Asset Management L. P. 22.086 0,00 2.147 0,99
2026-04-23 13F Harbor Investment Advisory, Llc 10.332 0,00 1.005 1,01
2026-04-23 13F Arbor Wealth Advisors LLC 5.337 0,00 519 0,97
2026-02-13 13F First National Bank Of Omaha 62.581 376,92 6.071 379,54
2026-04-29 13F Waters Parkerson & Co., Llc 19.065 -3,18 1.854 -2,22
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
2026-04-14 13F Palisade Asset Management, LLC 5.702 0,02 554 1,09
2026-04-28 13F Whittier Trust Co 182.218 -0,73 17.994 -1,81
2026-04-20 13F Clune & Associates, Ltd. 0 -100,00 0
2026-04-24 13F Lynx Investment Advisory 4.566 0,02 444 0,91
2026-04-22 13F Mason & Associates, LLC 10.235 -0,36 995 0,71
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
2026-04-21 13F TigerOak Management, L.L.C. 2.807 0,00 273 0,74
2026-04-17 13F BAM Wealth Management, LLC 0 -100,00 0
2026-02-17 13F/A Kovack Advisors, Inc. 2.716 261
2026-04-10 13F Wealth Group Ltd 2.816 0,00 274 0,74
2026-04-22 13F Caldwell Trust Co 7.531 0,00 732 0,97
2026-04-20 13F Columbia Asset Management 10.872 0,00 1.057 1,05
2026-01-12 13F AllSquare Wealth Management LLC 480 0,00 46 4,55
2026-04-17 13F Boston Private Wealth Llc 23.005 -3,84 2.237 -2,91
2026-04-14 13F Spence Asset Management 1.943 0,00 0
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
2026-04-29 13F Burney Co/ 3.426 -21,53 333 -20,71
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
2026-04-21 13F Main Line Retirement Advisors, LLC 3.125 0,26 304 1,00
2026-02-09 13F Valued Retirements, Inc. 4.990 0,00 480 4,80
2026-04-28 13F Harbor Capital Advisors, Inc. 6 0,00 0
2026-04-21 13F Encompass Wealth Advisors, Llc 5.309 0,00 516 0,98
2026-04-15 13F Parsons Capital Management Inc/ri 17.818 2,39 1.732 3,40
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
2026-04-17 13F Union Savings Bank 5.647 0,00 549 1,10
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
2026-02-09 13F HBK Sorce Advisory LLC 16.763 1,60 1.706 7,50
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 3.747 0,00 364 1,11
2026-04-22 13F Midwest Financial Group LLC 8.765 15,68 852 16,87
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
2026-04-23 13F Caliber Wealth Management, LLC / KS 14.334 -11,19 1.394 -10,30
2026-02-11 13F Curtis Wealth Management Llc 3.597 361
2026-01-23 13F Avion Wealth 113 413,64 0
2026-01-30 13F Wealthfront Advisers Llc 23.026 22,86 2.217 22,50
2026-04-13 13F True Wealth Design, LLC 0 -100,00 0
2026-02-02 13F Pettee Investors, Inc. 2.900 32,78 279 32,86
2026-01-30 13F Caldwell Securities, Inc 5.464 0,00 526 -0,19
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
2026-04-16 13F Kure Advisory, LLC 3.335 0,00 324 0,93
2026-02-10 13F Heritage Trust Co 11.732 -1,90 1.129 -2,17
2026-04-27 13F GDS Wealth Management 0 -100,00 0
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-04-27 13F Pensionmark Financial Group, Llc 34.084 -1,71 3.314 -0,72
2026-04-28 13F Appleton Partners Inc/ma 22.050 -0,45 2 0,00
2026-02-12 13F Johnson Financial Group, Inc. 55.609 -10,42 5.353 -10,68
2026-04-13 13F IFP Advisors, Inc 10.515 -5,80 1.022 -4,84
2026-04-30 13F Selective Wealth Management, Inc. 9.158 0,00 938 1,41
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
2026-02-11 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
2026-02-06 13F SoundView Advisors Inc. 2.642 0
2026-04-15 13F Howard Capital Management Group, LLC 0 -100,00 0
2026-02-09 13F Fox Financial, Inc 156.557 -0,56 15.072 -0,85
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
2026-04-16 13F BridgePort Financial Solutions, LLC 2.811 -14,01 273 -13,06
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
2026-04-21 13F Gilpin Wealth Management, Llc 4.000 0,00 389 0,78
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
2026-04-24 13F RKL Wealth Management LLC 10.328 -0,35 1.004 0,70
2026-02-13 13F McAdam, LLC 2.126 2,16 205 2,00
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
2026-04-27 13F Moran Wealth Management, LLC 2.952 287
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
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
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
2026-02-12 13F Proficio Capital Partners LLC 0 -100,00 0
2025-11-12 13F Quantbot Technologies LP 0 -100,00 0
2026-02-18 13F Crusonia Wealth Advisors LLC 2.911 280
2026-04-29 13F CVA Family Office, LLC 1.539 0,00 150 0,68
2026-04-28 13F Robertson Stephens Wealth Management, LLC 315.590 64,87 30.685 66,52
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
2026-04-28 13F Whittier Trust Co Of Nevada Inc 211.289 4,24 20.865 3,10
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
2026-02-19 13F CI Private Wealth, LLC 706.549 88,57 55.397 53,14
2025-11-04 13F Guerra Advisors Inc 118 11
2026-04-24 13F Bayban 2.900 0,00 282 0,72
2025-11-14 13F Wolverine Trading, Llc Call 3.800 15,15 367 21,59
2026-04-21 13F Unique Wealth, Llc 174.205 4,31 16.938 5,35
2026-04-29 13F Cary Street Partner Investment Advisory Llc 488 -29,38 47 -28,79
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
2026-04-21 13F Old National Bancorp /in/ 132.226 0,57 12.856 1,57
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
2026-02-02 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
2026-04-21 13F Cfm Wealth Partners Llc 62.553 -1,58 6.082 -0,60
2026-02-10 13F Jordan Park Group LLC 13.742 -22,75 1.323 -23,01
2026-04-28 13F Golden State Equity Partners 16.596 122,05 1.614 124,34
2025-11-13 13F VSM Wealth Advisory, LLC 0 -100,00 0 -100,00
2026-04-24 13F Swmg, Llc 0 -100,00 0
2026-02-13 13F Resources Investment Advisors, LLC. 69.330 10,23 6.674 9,91
2026-04-16 13F Brookstone Capital Management 7.608 11,72 740 12,82
2026-04-10 13F PFW Advisors LLC 181.368 -0,58 17.634 0,41
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
2026-02-17 13F Opal Capital Llc 7.451 761
2026-02-17 13F Twin Focus Capital Partners, Llc 60.040 -0,08 5.780 -0,36
2026-04-03 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
2026-02-13 13F Brown Advisory Inc 370.965 10,60 35.713 10,28
2026-04-27 13F Truist Financial Corp 4.177.265 -0,07 406.155 0,92
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
2026-04-28 13F SeaBridge Investment Advisors LLC 14.001 0,00 1.361 1,04
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
2026-02-03 13F International Assets Investment Management, Llc 9.142 74,37 880 81,44
2026-04-28 13F Spurstone Advisory Services, LLC 17 0,00 2 0,00
2026-01-29 13F Sentinel Trust Co Lba 4.165 0,00 0
2026-04-17 13F United Advisor Group, LLC 3.868 376
2026-04-08 13F Canandaigua National Trust Co of Florida 5.026 0,00 489 1,04
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
2026-04-22 13F Formidable Asset Management, LLC 3.150 -0,32 303 -0,66
2026-04-17 13F Atlas Brown,Inc. 14.680 -0,20 1.427 0,78
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
2026-04-20 13F Penobscot Wealth Management 11.808 1.148
2026-04-14 13F Patriot Investment Management Inc. 13.244 -1,78 1.288 -0,85
2026-04-10 13F AssuredPartners Investment Advisors, LLC 2.614 258
2026-04-17 13F Fifth Third Wealth Advisors LLC 216.920 2,97 21.091 3,99
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
2026-04-20 13F SILVER OAK SECURITIES, Inc 2.347 0,73 228 0,88
2026-01-28 13F CAPROCK Group, Inc. 16.794 239,14 1.617 240,21
2026-04-24 13F My Purposeful Wealth Corp. 5.319 0,25 517 1,37
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
2026-04-23 13F Ellenbecker Investment Group 22.401 -1,23 2.178 -0,23
2026-02-25 13F Westshore Wealth, LLC 68.470 1,79 6.592 1,49
2026-04-23 13F SJS Investment Consulting Inc. 1.663 62,24 162 64,29
2026-04-16 13F Evolve Private Wealth, Llc 4.615 21,29 449 22,40
2026-01-14 13F New England Professional Planning Group Inc. 8.101 -22,17 780 -22,49
2026-04-13 13F GoalVest Advisory LLC 0 -100,00 0
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
2026-04-27 13F Sound Income Strategies, LLC 2.535 7,10 248 4,20
2026-02-11 13F Manchester Capital Management LLC 21.068 2.028
2026-04-21 13F Columbus Macro, LLC 20.528 3,25 1.996 4,29
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8.913 0,00 858 -0,23
2026-04-28 13F Stratos Wealth Partners, LTD. 214.381 -2,51 20.844 -1,54
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
2025-11-14 13F Citadel Advisors Llc 0 -100,00 0 -100,00
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
2026-04-16 13F Phillips Financial Management, Llc 34.196 -20,04 3.325 -19,26
2026-02-12 13F Advisory Resource Group 6.713 3,77 646 3,53
2026-02-13 13F Baldwin Investment Management, LLC 8.363 0,00 805 -0,25
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
2026-04-16 13F Smith Thornton Advisors LLC 52.590 0,72 5.113 1,73
2026-04-29 13F Shelter Mutual Insurance Co 0 -100,00 0
2026-04-15 13F Aspen Investment Management Inc 2.700 0,00 0
2026-04-20 13F Ritholtz Wealth Management 2.299 0,00 224 0,90
2026-04-23 13F McMillan Office, Inc. 7.736 0,00 752 1,08
2026-01-29 13F Concurrent Investment Advisors, LLC 220.505 1.138,03 21.228 1.134,90
2026-04-20 13F YANKCOM Partnership 39 -45,07 4 -50,00
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
2026-04-13 13F Cyndeo Wealth Partners, LLC 6.055 -38,56 589 -37,97
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
2026-04-28 13F LVZ Advisors, Inc. 2.500 -29,91 243 -29,15
2026-04-13 13F Enclave Advisors LLC 3.363 0,06 327 0,93
2026-04-21 13F First United Bank Trust/ 28.675 -1,00 2.788 0,00
2026-04-08 13F DiNuzzo Private Wealth, Inc. 2.325 0,00 226 1,35
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
2026-02-17 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
2026-04-22 13F Smallwood Wealth Investment Management, LLC 190 0,00 18 0,00
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
2026-04-20 13F Davis Investment Partners, LLC 0 -100,00 0
2026-04-21 13F Pinnacle Associates Ltd 17.246 -26,71 1.677 -26,00
2026-04-13 13F Highland Capital Management, Llc 34.733 -0,04 3.377 0,96
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
2026-04-24 13F Stock Yards Bank & Trust Co 553.628 6,98 53.829 8,04
2026-04-27 13F Meramec Financial Planners, LLC 3.948 -24,47 413 -22,22
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
2026-04-30 13F Legacy Financial Advisors, Inc. 3.883 0,00 378 1,07
2026-04-21 13F Accredited Investor Services, Llc 3.032 21,28 295 22,50
2026-02-12 13F Knott David M Jr 0 -100,00 0
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-04-22 13F Coston, McIsaac & Partners 500 0,00 0
2026-04-23 13F Ironwood Wealth Management, LLC. 4.114 0,00 400 1,01
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
2026-02-10 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
2026-01-26 13F Thomasville National Bank 6.009 0,70 578 0,35
2026-01-09 13F TABR Capital Management, LLC 0 -100,00 0
2026-04-24 13F Petros Family Wealth, LLC 2.386 0,00 232 0,87
2026-02-10 13F Linscomb & Williams, Inc. 14.260 -0,94 1.373 -1,22
2026-04-28 13F Fortis Capital Advisors, LLC 4.505 0,00 438 1,15
2026-04-16 13F Rockland Trust Co 6.085 69,74 592 71,30
2026-02-03 13F Chesapeake Wealth Management 70.214 1,52 6.760 1,23
2026-01-26 13F Riverview Trust Co 3.180 0,00 306 -0,33
2026-02-06 13F Larson Financial Group LLC 7.599 -0,55 732 -0,81
2026-02-10 13F Bruce G. Allen Investments, LLC 3.522 0,40 339 0,30
2026-04-29 13F American Capital Advisory, LLC 675 0,00 66 1,56
2026-04-08 13F JGP Wealth Management, LLC 3.415 -27,85 332 -27,03
2026-04-21 13F Northeast Investment Management 4.209 0,00 409 0,99
2026-04-21 13F Pacific Park Financial, Inc. 12.168 18,57 1.183 19,86
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-02-18 13F Beacon Pointe Advisors, LLC 265.274 25,91 25.538 25,54
2026-02-23 13F Sonoma Allocations LLC 4.899 -0,02 489 4,95
2026-02-13 13F Ieq Capital, Llc 86.605 0,06 8.337 -0,24
2026-04-16 13F Beese Fulmer Investment Management, Inc. 14.334 74,59 1.394 76,33
2026-02-11 13F Clearbridge Investments, LLC 3.250 313
2026-02-19 13F Atomi Financial Group, Inc. 12.426 -6,11 1.196 -6,34
2026-04-17 13F Provident Wealth Management, LLC 460 0,00 45 0,00
2026-04-16 13F Westmount Partners, LLC 5.573 -2,33 542 -1,46
2026-04-15 13F Weil Company, Inc. 5.036 0,00 490 1,03
2026-01-30 13F Turning Point Benefit Group, Inc. 83 8
2026-01-27 13F BankPlus Trust Department 4.437 0,00 427 -0,23
2026-02-09 13F Smithfield Trust Co 6.940 0,00 1
2026-04-16 13F Capital Investment Advisors, LLC 8.964 -10,79 872 -9,93
2026-04-15 13F Atwood & Palmer Inc 165 16
2026-04-20 13F Dagco, Inc. 24.033 -3,72 2.337 -2,79
2026-04-24 13F Peoples Bank /oh 19.143 0,90 1.861 1,92
2026-04-27 13F Nvwm, Llc 35.431 -12,20 3.445 -11,35
2026-02-09 13F Eukles Asset Management 166 0,00 16 -6,25
2026-02-11 13F Mill Capital Management, LLC 10.524 20,63 1.013 20,31
2026-04-23 13F Blue Rock Wealth Management LLC 2.149 209
2026-04-15 13F Bernardo Wealth Planning LLC 3.519 0,00 342 1,18
2026-04-21 13F GHP Investment Advisors, Inc. 3.259 0,93 317 1,94
2026-01-28 13F Diversified Enterprises, LLC 6.784 653
2026-04-21 13F Poehling Capital Management, LLC 3.588 -4,35 349 -3,60
2026-02-04 13F Wsfs Capital Management, Llc 42.049 12,19 4.048 11,89
2026-02-17 13F Wallace Hart LLC 58 6
2026-02-10 13F Viawealth, Llc 7.352 -18,47 708 -18,74
2026-02-12 13F Renaissance Technologies Llc 34.800 56,76 3.350 56,32
2026-03-31 13F Sankala Group LLC 174 55,36 17 45,45
2026-02-12 13F Wealthspire Advisors, LLC 203.089 -47,95 19.551 -48,11
2026-02-09 13F Keating Financial Advisory Services, Inc. 305 29
2026-04-29 13F Duncker Streett & Co Inc 10.830 0,00 1.053 1,06
2026-02-04 13F Midwest Trust Co 81.049 7,00 7.803 6,69
2026-02-10 13F Performa Ltd (US), LLC 1 0,00 0
2026-04-17 13F CENTRAL TRUST Co 11.482 -1,54 1.116 -0,53
2026-02-11 13F Wellspring Financial Advisors, LLC 7.885 759
2026-03-12 13F Nalls Sherbakoff Group, Llc 96 -80,65 9 -76,32
2026-04-10 13F Ballew Advisors, Inc 6.739 0,79 682 1,64
2026-02-12 13F Sepio Capital, LP 24.072 2.317
2026-04-09 13F Tompkins Financial Corp 151.806 30,56 14.760 31,87
2026-02-12 13F StoneX Group Inc. 103.095 9,16 9.926 8,85
2026-01-27 13F Summit Financial Strategies, Inc. 31.312 -0,26 3.014 -0,56
2026-01-15 13F Boston Common Asset Management, LLC 3.602 0,00 347 -0,29
2026-02-17 13F Gladstone Institutional Advisory LLC 35.233 0,11 3.392 -0,21
2026-02-13 13F ICONIQ Capital, LLC 2.595 0,00 250 -0,40
2026-04-22 13F HMS Capital Management, LLC 4.393 0,00 427 1,18
2026-04-13 13F Lake Street Financial Llc 5.328 9,90 518 11,16
2026-03-05 13F Cedarwood Wealth LLC 5.707 573
2026-02-10 13F Welch & Forbes Llc 22.555 -1,21 2.171 -1,50
2026-04-07 13F Orgel Wealth Management, LLC 14.268 -2,23 1.387 -1,21
2026-01-07 13F Baldwin Brothers Inc/ma 0 -100,00 0
2026-04-29 13F Cahaba Wealth Management, Inc. 56.297 -2,85 5.474 -1,88
2026-02-13 13F River Wealth Advisors LLC 430.189 4,53 41.414 4,22
2026-02-04 13F Anson Capital, Inc. 6.933 0,00 667 -0,30
2026-02-17 13F Silvercrest Asset Management Group Llc 56.320 3,06 5.422 2,75
2026-02-12 13F Adviser Investments LLC 74.666 -10,19 7.188 -10,45
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-04-24 13F Royal Harbor Partners, LLC 2.948 0,00 287 1,06
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 4.696 0,00 0
2026-01-22 13F Bear Mountain Capital, Inc. 6.756 -0,41 683 3,96
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 11.766 0,48 1.144 1,51
2026-02-11 13F O'shaughnessy Asset Management, Llc 19.192 15,78 1.848 15,44
2026-02-12 13F Connecticut Wealth Management, LLC 14.469 0,00 1.393 -0,29
2026-02-06 13F FourThought Financial Partners, LLC 7.259 0,00 699 -0,29
2026-02-13 13F Focused Alpha, Llc 7.707 742
2026-04-21 13F Vise Technologies, Inc. 7.476 0,00 720 0,00
2026-04-06 13F Highline Wealth Partners Llc 738 -0,14 72 0,00
2026-03-02 13F Reflection Asset Management 336 33
2026-04-16 13F Sky Investment Group LLC 246 0,82
2026-02-12 13F Planning Project LLC 610 59
2026-02-17 13F TCG Advisory Services, LLC 29.677 -0,11 2.857 -0,38
2026-03-31 13F Hamrick Investment Counsel, llc 2.795 269
2026-02-12 13F Mission Creek Capital Partners, Inc. 2.167 -2,26 209 -2,80
2026-04-21 13F SmartHarvest Portfolios, LLC 0 -100,00 0
2026-02-04 13F First Foundation Advisors 518.013 2,09 49.869 1,80
2026-02-02 13F Leslie Global Wealth, LLC 10.942 3,46 1.053 3,13
2026-04-09 13F Moody National Bank Trust Division 136.611 -0,75 13.283 0,23
2026-04-29 13F Saxon Interests, Inc. 23.349 18,43 2.270 19,60
2026-02-11 13F Brand Asset Management Group, Inc. 6.837 -5,70 658 -5,87
2026-04-17 13F Nautilus Advisors LLC 2.793 0,04 272 1,12
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 52.649 39,28 5.119 40,67
2026-02-02 13F Benjamin Edwards Inc 10.994 -14,04 1.058 -14,26
2026-04-22 13F TBH Global Asset Management, LLC 4.199 408
2026-04-23 13F West Bancorporation Inc 106.076 18,05 10.314 19,23
2026-02-11 13F Tradition Wealth Management, LLC 2.326 0,04 224 -0,45
2026-04-23 13F Signature Securities Group Corporation 32.295 -9,28 3.140 -8,35
2026-04-09 13F Acropolis Investment Management, LLC 54.176 -3,12 5.268 -2,15
2026-01-06 13F Ransom Advisory, Ltd 706 68
2026-02-13 13F Rhumbline Advisers 33.969 461,47 3.270 459,93
2026-02-11 13F Athena Investment Management 2.299 0,00 221 0,00
2026-04-20 13F Peoples Financial Services Corp. 300 0,00 29 3,57
2026-04-07 13F Central Bank & Trust Co 8.356 7,50 812 8,56
2026-04-08 13F Dynamic Advisor Solutions LLC 5.672 10,44 552 11,54
2026-02-11 13F Deutsche Bank Ag\ 3.499 -23,74 337 -23,98
2026-01-23 13F Carnegie Capital Asset Management, LLC 6.701 23,04 645 22,86
2026-02-10 13F WCG Wealth Advisors LLC 10.918 1.051
2026-02-18 13F First Citizens Bank & Trust Co 174.268 1,35 16.777 1,05
2026-02-02 13F Equitable Trust Co 5.532 0,00 533 -0,37
2026-04-13 13F Moody Lynn & Lieberson, Llc 8.036 0,00 781 1,03
2026-04-14 13F Nova Wealth Management, Inc. 709 69
2026-02-02 13F Heritage Financial Services, LLC 2.677 0,00 258 -0,39
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0
2025-11-07 13F Texas Yale Capital Corp. 0 -100,00 0 -100,00
2026-04-20 13F MBA Advisors LLC 14.412 -1,61 1.401 -0,64
2026-02-12 13F FineMark National Bank & Trust 61.035 -0,32 5.876 -0,61
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 997 0,10 97 1,05
2026-04-13 13F Reston Wealth Management Llc 6.135 -2,85 596 -1,81
2026-02-10 13F Weaver Consulting Group 3.058 0,00 294 -0,34
2026-04-20 13F Davidson Trust Co 44.442 0,00 4.321 1,01
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-01-30 13F Canandaigua National Bank & Trust Co 51.683 -4,40 4.976 -4,68
2026-02-03 13F Bokf, Na 270.276 65,27 26.019 64,79
2026-02-10 13F Grandfield & Dodd, Llc 2.713 0,00 261 0,00
2026-02-10 13F REAP Financial Group, LLC 1.487 29.640,00 143
2026-02-11 13F North Dallas Bank & Trust Co 2.090 201
2026-01-30 13F Richardson Capital Management LLC 5.960 0,00 574 -0,35
2026-04-27 13F Arcadia Wealth Management, LLC 3.302 50,30 321 52,13
2026-04-21 13F Grimes & Company, Inc. 7.908 0,27 769 1,19
2026-04-09 13F Pacifica Partners Inc. 2.501 -27,15 243 -27,25
2026-04-17 13F Community Bank of Raymore 3.175 -22,09 309 -21,43
2026-04-22 13F Traveka Wealth, LLC 2.134 -71,46 207 -71,21
2026-02-11 13F Invst, LLC 3.485 336
2026-02-12 13F Colonial Trust Co / SC 4.825 0,00 465 -0,22
2026-01-30 13F Camden Capital, LLC 14.283 -6,95 1.375 -7,16
2026-02-13 13F Pacific Center for Financial Services 448 0,00 43 0,00
2026-04-27 13F BIP Wealth, LLC 8.257 -0,49 803 0,50
2026-02-13 13F Brandywine Trust Co 2.667 0,00 257 -0,39
2026-02-09 13F MTM Investment Management, LLC 4.229 0,00 407 -0,25
2026-03-24 13F Armis Advisers, LLC 13.943 1,89 1.334 2,07
2026-04-16 13F Montecito Bank & Trust 18.840 -2,27 1.832 -1,29
2026-02-13 13F Ubs Asset Management Americas Inc 38.080 3.666
2026-02-10 13F One Capital Management, LLC 56.850 170,52 5.473 169,69
2026-04-17 13F Monticello Wealth Management, Llc 23.002 0,21 2.236 1,22
2026-01-20 13F Ascent Group, LLC 127.527 8,85 12.277 8,53
2026-04-09 13F Lantz Financial LLC 2.354 0,00 229 0,88
2026-02-10 13F Envestnet Asset Management Inc 4.598.654 13,86 442.712 13,52
2026-02-11 13F Vaughan David Investments Inc/il 3.194 0,00 0
2026-02-17 13F Harris Associates L P 0 -100,00 0
2026-04-20 13F Hilton Head Capital Partners, LLC 493 0,00 48 0,00
2026-04-30 13F Csenge Advisory Group 19.088 1,29 1.856 2,26
2026-02-06 13F Princeton Capital Management Llc 3.677 354
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 101 1,00 10 0,00
2026-04-22 13F Motco 100 0,00 10 0,00
2025-11-04 13F Flaharty Asset Management, LLC 0 -100,00 0
2026-01-30 13F Precision Wealth Strategies, LLC 8.533 0,00 821 -0,24
2026-04-27 13F Moneywise, Inc. 17.007 60,01 1.654 61,58
2026-04-15 13F Archford Capital Strategies, LLC 2.759 2,19 268 3,47
2026-02-10 13F Baker Avenue Asset Management, LP 4.137 0,39 398 0,25
2026-04-14 13F Wealthcare Advisory Partners LLC 27.254 15,91 2.650 17,06
2026-02-24 13F Nolet Wealth Management, LLC 5.185 499
2025-11-13 13F Summit X, LLC 0 -100,00 0
2026-04-24 13F Key FInancial Inc 1.477 249,17 144 257,50
2026-02-19 13F First Growth Capital LLC 2.191 224
2026-04-16 13F Roble, Belko & Company, Inc 19.952 -0,69 2 0,00
2026-04-20 13F Fonville Wealth Management LLC 2.129 0,00 207 1,47
2026-02-09 13F Putnam Fl Investment Management Co 13.516 -6,57 1.301 -6,81
2026-01-22 13F Evermay Wealth Management Llc 3.784 0,00 364 -0,27
2026-04-20 13F Tanager Wealth Management LLP 3.884 0,00 378 1,07
2026-02-10 13F Catalyst Capital Advisors LLC 685.140 0,00 65.958 -0,29
2026-03-12 13F Farmers National Bank 20.160 8,92 1.941 8,56
2026-04-24 13F TSG Advice Partners, LLC 17.259 -12,74 1.678 -11,87
2026-01-26 13F Marion Wealth Management 2.188 0,00 220 3,79
2026-02-03 13F Strategic Wealth Advisors LLC 687 0
2026-01-29 13F UBS Group AG Put 300 -70,00 29 -70,83
2026-02-12 13F Quadrant Capital Group Llc 43.510 7,50 4.189 7,19
2026-01-29 13F UBS Group AG 6.013.686 -0,10 578.938 -0,39
2026-02-02 13F Core Alternative Capital 0 -100,00 0
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-04-09 13F Praetorian Wealth Management, Inc. 4.500 0,00 456 5,08
2026-04-15 13F Redhawk Wealth Advisors, Inc. 4.002 0,23 389 1,30
2026-02-06 13F AAFCPAs Wealth Management, LLC 6.033 -3,41 581 -3,81
2026-02-13 13F Alerus Financial Na 962.625 156,90 92.672 156,15
2026-02-10 13F Edgemoor Investment Advisors, Inc. 5.960 -37,00 574 -37,24
2026-04-28 13F Kiley Juergens Wealth Management, Llc 3.606 351
2026-02-12 13F Alaethes Wealth LLC 2.618 0,00 252 0,00
2026-04-08 13F West Financial Advisors, LLC 1.043 0,00 101 1,00
2026-02-11 13F Stonebrook Private Inc. 4.712 454
2026-04-28 13F Raleigh Capital Management Inc. 0 -100,00 0 -100,00
2026-04-27 13F Lodestar Private Asset Management Llc 93.263 -2,71 9.068 -1,73
2026-02-09 13F Nicolet Bankshares Inc 7.818 38,52 753 38,24
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100,00 0 -100,00
2026-01-30 13F AMG National Trust Bank 3.811.621 0,36 366.945 0,06
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-02-12 13F Compass Capital Corp /ma/ /adv 12.498 105,90 1.278 118,84
2026-04-28 13F Paller Financial Services Inc 23.015 337,38 2.238 342,09
2026-04-14 13F SigFig Wealth Management, LLC 18.059 12,88 1.756 13,96
2026-01-23 13F Freestone Capital Holdings, LLC 6.949 15,64 669 15,34
2026-04-16 13F Whitener Capital Management, Inc. 4.172 406
2025-11-05 13F Howe & Rusling Inc 0 -100,00 0
2026-02-11 13F Cerity Partners LLC 859.813 0,88 82.774 0,59
2026-04-24 13F Root Financial Partners, LLC 377 17,08 37 20,00
2026-01-28 13F Glassman Wealth Services 8.397 0,00 808 -0,25
2026-02-12 13F Philadelphia Trust Co 13.913 0,00 1 0,00
2025-11-13 13F Novus Advisors, Llc 0 -100,00 0 -100,00
2025-11-12 13F Creekmur Asset Management LLC 9 0,00 1
2026-01-29 13F Facet Wealth, Inc. 6.667 33,45 668 38,38
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 -100,00 0 -100,00
2026-01-29 13F Simon Quick Advisors, Llc 88.337 0,59 8.504 0,31
2026-02-11 13F First Command Advisory Services, Inc. 536 -59,36 52 -59,84
2026-02-19 13F Rare Wolf Capital LLC 11.148 1.073
2026-01-30 13F Laurel Wealth Advisors LLC 2.094 202
2026-02-04 13F UNIVEST FINANCIAL Corp 10.213 8,67 983 8,38
2026-02-12 13F JT Stratford LLC 4.721 454
2026-02-03 13F Emerald Investment Partners, Llc 9.656 79,01 930 78,65
2026-04-21 13F Fingerlakes Wealth Management, Inc. 2.522 -2,59 245 -1,61
2026-02-17 13F Pacific Financial Group Inc 8.607 -17,34 829 -17,61
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 1.179.604 10,25 113.560 9,93
2026-02-13 13F Parkside Financial Bank & Trust 15.927 -0,09 1.533 -0,39
2026-02-17 13F Glenmede Trust Co Na 101.003 9,77 9.724 24,22
2026-02-11 13F SOUTH STATE Corp 36.812 5,06 3.544 4,73
2026-01-20 13F SOA Wealth Advisors, LLC. 29.397 10,46 2.830 10,16
2026-04-29 13F American Wealth Advisors, LLC 9.800 1,93 953 2,92
2026-01-27 13F Werba Rubin Papier Wealth Management 5.443 0,35 524 0,00
2026-04-16 13F First Merchants Corp 68.550 0,29 6.665 1,31
2026-02-10 13F Shepherd Financial Partners LLC 7.879 -4,22 759 -4,53
2026-04-28 13F Busey Wealth Management 21.982 -9,67 2.137 -8,75
2026-02-13 13F Tobias Financial Advisors, Inc. 3.914 -0,43 377 -0,79
2026-04-16 13F jvl associates llc 2.676 0,00 260 1,17
2026-04-21 13F Venturi Wealth Management, LLC 22.280 0,00 2.166 1,03
2026-04-03 13F Adirondack Trust Co 3.116 7,49 303 8,24
2025-10-31 13F Frazier Financial Advisors, LLC 0 -100,00 0
2026-04-13 13F Clayton Financial Group LLC 2.900 0,00 282 0,72
2026-04-23 13F Private Wealth Management Group, LLC 488 0,00 47 2,17
2026-02-06 13F Tortoise Investment Management, LLC 2.648 -1,93 255 -2,31
2026-04-20 13F Breakwater Capital Group 9.950 -0,42 967 0,62
2026-02-04 13F Meridian Wealth Management, LLC 26.608 31,49 2.562 31,13
2026-04-22 13F Detalus Advisors, LLC 3.221 0,03 313 0,97
2026-04-21 13F Madson Wealth Advisors Inc 3.787 368
2026-04-23 13F Marquette Asset Management, LLC 23.403 -6,67 2.275 -5,72
2026-04-07 13F InvesTrust 4.743 0,00 461 1,10
2026-04-08 13F Olistico Wealth, LLC 1.708 0,00 166 1,22
2026-04-14 13F Cornerstone National Bank & Trust Co 141 0,00 14 0,00
2026-01-23 13F Legacy Bridge, LLC 18.724 -0,37 1.803 -0,66
2026-04-17 13F Forefront Wealth Partners, LLC 13.199 17,04 1.283 18,25
2026-02-02 13F Objectivity Squared, LLC 3.317 0,39 319 0,31
2026-02-12 13F Hohimer Wealth Management, Llc 0 -100,00 0
2026-04-28 13F Integral Investment Advisors, Inc. 2.706 0,00 263 1,15
2026-01-23 13F Transcend Wealth Collective, Llc 8.583 10,59 826 10,28
2026-04-14 13F Howland Capital Management Llc 3.316 0,00 322 0,94
2026-01-15 13F Burns Matteson Capital Management, LLC 0 -100,00 0
2026-02-17 13F Roehl & Yi Investment Advisors, LLC 2.252 217
2026-02-11 13F Paragon Private Wealth Management, LLC 84.311 -0,95 8.117 -1,23
2026-04-20 13F Kestra Private Wealth Services, Llc 90.405 13,32 8.790 14,45
2026-01-12 13F Daymark Wealth Partners, Llc 15.011 6,13 1.445 5,86
2026-02-10 13F Clear Harbor Asset Management, LLC 17.747 0,44 1.709 0,18
2026-04-22 13F Continuum Advisory, LLC 29.369 3,54 2.856 4,58
2026-02-09 13F Coldstream Capital Management Inc 282.567 -2,49 27.203 -2,77
2026-02-04 13F Catalyst Financial Partners Llc 27.503 1,18 2.648 0,88
2026-04-07 13F Pathway Financial Advisors LLC 33.355 0,00 3.280 -1,50
2026-02-09 13F Lgl Partners, Llc 8.930 0,40 860 0,12
2026-02-02 13F Oak Harbor Wealth Partners, Llc 3.907 7,36 376 7,12
2025-11-14 13F Trexquant Investment LP 0 -100,00 0
2026-01-29 13F First National Bank & Trust Co Of Newtown 5.344 0,00 514 -0,19
2026-02-13 13F Pitcairn Wealth Advisors LLC 2.312 223
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 7.963 0,00 774 1,04
2026-04-08 13F Wealth Science Advisors LLC 106 10
2026-04-16 13F Asset Advisory Group, Inc. 9.550 0,09 929 1,09
2026-04-28 13F Hapanowicz & Associates Financial Services, Inc 14.769 -2,53 1.436 -1,51
2026-04-13 13F Accelerate Investment Advisors LLC 2.884 -2,67 280 -1,75
2026-02-17 13F German American Bancorp, Inc. 0 -100,00 0
2026-04-15 13F Fifth Third Securities, Inc. 69.301 -6,87 6.738 -5,93
2026-02-11 13F Tiaa Trust, National Association 3.218.434 -3,53 309.839 -3,81
2026-04-16 13F McClarren Financial Advisors, Inc. 3.890 -0,66 378 1,07
2026-04-06 13F Rosenberg Matthew Hamilton 94 147,37 9 200,00
2026-02-06 13F Morling Financial Advisors, LLC 600 -14,41 58 -14,93
2026-02-10 13F Hilltop Partners LLC 2.388 -0,04 230 -0,43
2026-04-02 13F Horizons Wealth Management 2.108 -4,62 205 -3,77
2026-02-04 13F Washington Trust Bank 134.405 1,15 12.939 0,86
2026-04-14 13F Well Done, LLC 17.697 8,33 1.721 9,41
2026-04-17 13F Morris Financial Concepts, Inc. 1.989 45,82 193 47,33
2026-04-28 13F TritonPoint Partners, LLC 2.263 220
2026-04-16 13F First Community Trust Na 74 0,00 7 0,00
2026-02-18 13F NFP Retirement, Inc. 4.334 3,19 417 2,96
2026-04-27 13F Ulland Investment Advisors, LLC 3.025 0,00 0
2026-02-03 13F RWM Asset Management, LLC 6.893 -9,21 692 -5,59
2026-02-10 13F Bearing Point Capital, Llc 6.602 11,60 636 11,21
2026-02-03 13F McIlrath & Eck, LLC 1.144 528,57 110 547,06
2026-04-16 13F Security National Bank 960 0,00 93 1,09
2026-04-22 13F Norris Perne & French Llp/mi 0 -100,00 0
2026-02-17 13F Citadel Advisors Llc Put 2.400 -73,33 231 -73,39
2026-02-06 13F Plan A Wealth LLC 2.915 0,00 281 -0,36
2026-02-17 13F Citadel Advisors Llc Call 34.900 30,71 3.360 30,35
2026-02-05 13F Western Wealth Management, LLC 11.216 32,08 1.080 31,75
2026-04-17 13F HHM Wealth Advisors, LLC 312 0,00 30 0,00
2026-02-17 13F Cambridge Associates Llc /ma/ /adv 12.198 0,00 1.174 -0,25
2026-02-06 13F Gables Capital Management Inc. 190 0,00 18 0,00
2026-04-22 13F Patton Fund Management, Inc. 169.425 2,00 16.473 3,02
2026-02-12 13F Vickerman Investment Advisors, Inc. 5.814 -0,22 560 -0,53
2026-04-27 13F TCI Wealth Advisors, Inc. 5.153 -2,33 501 -1,18
2026-02-13 13F Transamerica Financial Advisors, Inc. 375 36
2025-11-05 13F Wells Trecaso Financial Group, LLC 12.929 -48,33 1.248 -45,76
2026-04-29 13F Cvfg Llc 7.714 23,84 750 25,21
2026-04-10 13F Financial Advisory Corp 2.140 0,00 208 0,97
2026-04-21 13F OneAscent Financial Services LLC 3.799 38,10 369 39,77
2026-01-12 13F Rialto Wealth Management, LLC 379 0,00 36 0,00
2026-02-11 13F Gwn Securities Inc. 8.117 -7,22 781 -7,57
2026-04-22 13F Samalin Investment Counsel, LLC 36.980 -21,66 3.596 -20,88
2026-02-10 13F TAGStone Capital, Inc. 2.915 0,00 281 -0,36
2026-04-29 13F Odyssey Capital Advisors, Inc. 14.818 19,83 1.441 21,01
2026-04-13 13F Mather Group, Llc. 35.411 0,71 3.443 1,71
2026-02-17 13F Arthur M. Cohen & Associates, Llc 5.045 0,22 486 -0,21
2026-02-11 13F Zions Bancorporation, National Association /ut/ 18.346 0,00 1.766 -0,28
2026-04-22 13F Networth Advisors, LLC 49 0,00 5 0,00
2026-02-09 13F Avalon Trust Co 1.000 0,00 96 0,00
2026-01-15 13F Stewardship Advisors, LLC 0 -100,00 0
2026-01-28 13F Nadler Financial Group, Inc. 72.087 1,41 6.940 1,11
2026-02-13 13F/A New England Private Wealth Advisors LLC 59.539 0,40 5.732 0,10
2026-04-09 13F IFG Advisors, LLC 15.933 -2,20 1.549 -1,21
2026-04-27 13F Exencial Wealth Advisors, Llc 4.990 0,04 485 1,04
2026-01-28 13F Geneos Wealth Management Inc. 32.334 0,23 3.113 -0,06
2026-04-23 13F Summit Investment Advisory Services, LLC 8.022 0,02 780 0,91
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 3.617 0,06 348 -0,29
2026-04-21 13F Pallas Capital Advisors LLC 15.035 -9,97 1.462 -9,09
2026-04-27 13F FSM Wealth Advisors, LLC 2.570 0,00 250 0,81
2026-04-23 13F Ewa, Llc 2.340 -36,59 228 -36,06
2026-02-11 13F Capital Analysts, Inc. 3.604 -47,00 0
2026-01-23 13F RFG - Bristol Wealth Advisors, LLC 15.986 408,30 1.539 407,59
2026-02-11 13F Flagship Wealth Advisors, Llc 109 0,00 10 0,00
2026-02-03 13F Climber Capital SA 21.152 -8,80 1.924 -4,61
2026-04-17 13F Ignite Planners, LLC 2.468 0,04 240 -2,05
2026-02-10 13F Savant Capital, LLC 82.003 -0,09 7.894 -0,38
2026-04-08 13F McNaughton Wealth Management, LLC 6.500 0,00 632 0,96
2026-04-10 13F Piscataqua Savings Bank 1.000 0,00 97 1,04
2026-02-13 13F Cetera Trust Company, N.A 1.635 14,74 157 14,60
2026-02-13 13F Brick & Kyle, Associates 38.855 -0,17 4 0,00
2026-04-27 13F Three Cord True Wealth Management, LLC 3.103 0,00 302 1,01
2026-02-13 13F Wilkerson Advisory Group LLC 46 4
2026-04-10 13F Pure Financial Advisors, Inc. 2.958 -17,90 288 -17,05
2026-02-17 13F First Commonwealth Financial Corp /pa/ 8.072 14,45 777 14,26
2026-01-28 13F Hobbs Group Advisors, LLC 2.818 16,93 271 16,81
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 156.840 -51,79 15.250 -51,31
2026-02-19 13F Mcguire Capital Advisors Inc 45 4
2026-04-27 13F Cresta Advisors, Ltd. 0 -100,00 0
2026-04-28 13F Fundamentun, Llc 7.106 0,07 691 1,02
2026-01-26 13F Provenance Wealth Advisors, LLC 0 -100,00 0
2026-02-17 13F Marquette Associates, Inc. 0 -100,00 0
2026-02-10 13F FDx Advisors, Inc. 51.775 0,07 5 0,00
2026-04-15 13F Asio Capital, LLC 2.485 0,00 242 0,84
2026-04-20 13F McKinley Carter Wealth Services, Inc. 28.959 -4,91 2.816 -3,96
2026-04-10 13F Windsor Capital Management, LLC 4.867 0,89 473 1,94
2026-02-13 13F Pinney & Scofield, Inc. 10.600 0,00 1.020 -0,29
2026-02-11 13F Buckingham Strategic Partners 13.124 -4,30 1.263 -4,39
2026-01-28 13F Alesco Advisors Llc 6.200 0,00 597 -0,33
2026-04-09 13F Dorato Capital Management 429 0,00 43 0,00
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 6.451 -1,06 621 -1,27
2026-01-22 13F Mechanics Financial Corp 1.127 0,00 108 0,00
2026-04-20 13F MBM Wealth Consultants, LLC 121 12
2026-02-17 13F London Co Of Virginia 0 -100,00 0
2026-04-09 13F OFS Enterprise LLC 3.021 294
2026-02-12 13F New South Capital Management Inc 25.800 -23,51 2.484 -23,74
2026-01-16 13F Marino, Stram & Associates Llc 0 -100,00 0
2026-02-06 13F TPG Financial Advisors, LLC 11.459 0,86 1.103 0,64
2026-02-12 13F Tillman Hartley LLC 3.000 289
2026-02-09 13F King Wealth 4.520 0,00 0
2026-02-09 13F First National Trust Co 114.907 14,44 11.062 14,11
2026-01-29 13F Blodgett Wealth Advisors, Llc 4.350 -20,45 419 -20,68
2026-02-09 13F White Pine Capital Llc 17.457 -0,51 1.681 -0,83
2026-04-20 13F ABLE Financial Group, LLC 23.250 -3,99 2.261 -3,05
2026-04-08 13F Sapient Capital Llc 12.448 43,74 1.210 43,71
2026-04-24 13F Enzi Wealth 2.595 0,00 252 -3,08
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 7.126 -51,42 686 -51,55
2026-02-17 13F Tolleson Wealth Management, Inc. 68.370 -1,89 6.582 -2,18
2026-04-23 13F Barry Investment Advisors, LLC 2.230 0,18 217 0,93
2026-02-12 13F Davis R M Inc 17.854 2,19 1.719 1,90
2026-02-06 13F Advisory Alpha, LLC 4.375 -2,80 421 -3,44
2026-04-24 13F Axis Wealth Partners, LLC 6.282 1,75 611 2,69
2026-02-10 13F New Republic Capital, LLC 3.802 158,11 366 157,75
2026-02-10 13F Elgethun Capital Management 35.515 0,00 3.419 -0,26
2026-02-10 13F JMG Financial Group, Ltd. 868.158 -2,36 83.578 -2,64
2026-04-14 13F Nbc Securities, Inc. 34.908 -3,59 3.394 -2,61
2026-01-13 13F CPA Asset Management LLC 3.779 0,00 364 -0,27
2026-02-09 13F Collaborative Wealth Managment Inc. 2.436 235
2026-02-11 13F GW&K Investment Management, LLC 5.381 1
2026-04-23 13F Bell Bank 3.991 -13,65 388 -12,61
2026-04-10 13F HT Partners LLC 26.956 0,00 2.621 0,96
2026-04-22 13F Millburn Ridgefield Corp 768.475 12,16 74.719 13,28
2026-04-22 13F Spirepoint Private Client, Llc 8.516 0,00 828 1,10
2026-04-08 13F Canandaigua National Corp 51.949 5.051
2026-02-18 13F KKM Financial LLC 29.651 0,00 2.855 -0,28
2026-02-13 13F Pine Valley Investments Ltd Liability Co 0 -100,00 0
2026-04-16 13F Rainier Family Wealth Inc 22.333 19,20 2.171 20,41
2026-04-20 13F Hoxton Planning & Management, LLC 91.725 0,64 8.918 1,64
2026-01-27 13F PFG Advisors 14.357 13,92 1.382 13,65
2026-04-13 13F Winthrop Advisory Group LLC 13.098 0,09 1.274 1,11
2026-01-28 13F Confluence Wealth Services, Inc. 2.280 0,00 219 -0,45
2026-02-12 13F Financial Engines Advisors L.L.C. 39.233 4,47 3.777 4,17
2026-04-09 13F Thrive Wealth Management, LLC 2.633 0,00 256 1,19
2026-02-17 13F Clear Street Markets Llc 0 -100,00 0
2026-01-21 13F Signature Resources Capital Management, LLC 810 78
2026-01-28 13F Chicago Partners Investment Group LLC 64.486 -0,64 6.470 3,16
2026-02-03 13F Retirement Planning Group 8.378 -0,57 807 -0,86
2026-02-10 13F Foundations Investment Advisors, LLC 8.743 0,07 842 -0,24
2026-02-09 13F Sandy Cove Advisors, LLC 3.508 -37,12 338 -37,36
2026-04-22 13F RMR Wealth Builders 13.782 -2,90 1.340 -1,90
2026-02-17 13F Centennial Bank/AR/ 45.844 1,32 4.413 1,03
2026-02-05 13F BlueChip Wealth Advisors LLC 4.218 0,00 406 -0,25
2026-02-10 13F Thompson Siegel & Walmsley Llc 7.167 0,00 1
2026-02-19 13F TMB Capital Partners, LLC 5.217 502
2026-04-29 13F IAG Wealth Partners, LLC 126 -9,35 12 -7,69
2026-02-11 13F Cedar Mountain Advisors, LLC 509 0,00 49 0,00
2026-02-17 13F Align Financial, LLC 107.872 108
2026-02-11 13F LPL Financial LLC 3.520.066 9,77 338.877 9,45
2026-02-11 13F Fund Evaluation Group, LLC 29.075 0,00 2.799 -0,29
2026-02-09 13F Texas Capital Bank Wealth Management Services Inc 258.585 12,62 24.894 12,29
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-04-10 13F Revolve Wealth Partners, LLC 3.360 0,00 327 0,93
2026-04-22 13F Tred Avon Family Wealth, Llc 4.335 0,00 421 0,96
2026-04-07 13F Farther Finance Advisors, LLC 36.656 26,49 3.589 28,68
2026-01-23 13F Octavia Wealth Advisors, LLC 0 -100,00 0
2025-11-14 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-02-06 13F Goldenstone Wealth Management LLC 3.714 358
2026-04-14 13F Lawood & Co 5.965 -2,61 580 -1,70
2026-02-13 13F/A Planwiser Financial, Llc 0 -100,00 0
2026-02-17 13F Perennial Investment Advisors, LLC 10.229 -30,70 985 -30,95
2026-04-27 13F Victory Financial Group, Llc 4.446 -5,14 432 -4,21
2026-02-05 13F Mission Wealth Management, Lp 7.948 0,15 765 -0,13
2026-02-05 13F Dana Investment Advisors, Inc. 9.249 15,35 890 14,99
2026-02-03 13F Vectors Research Management, LLC 2.507 0,00 241 -0,41
2026-02-13 13F Granville Capital, Inc. 35.060 3.375
2026-02-17 13F Cresset Asset Management, LLC 247.956 2,70 23.871 2,41
2026-01-15 13F MEMBERS Trust Co 3.104 0,00 299 -0,33
2026-04-23 13F First Pacific Financial 0 -100,00 0
2026-04-13 13F Trust Co 4.482 -10,32 436 -9,56
2026-01-22 13F Harwood Advisory Group, LLC 1.286 0,39 124 0,00
2026-02-17 13F Royal Bank Of Canada 7.911.910 12,92 761.679 12,59
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 18.103 -8,00 1.760 -7,07
2026-04-16 13F Allegheny Financial Group LTD 5.701 27,45 554 28,84
2026-04-22 13F Sterling Capital Management LLC 12.516 -0,30 1.217 0,66
2026-02-11 13F Dorsey & Whitney Trust CO LLC 62.743 2,07 6.040 1,77
2026-02-11 13F Erste Asset Management GmbH 27.900 2.686
2026-02-13 13F Excelsior Advisor Network LLC 5.686 547
2026-02-10 13F Strategic Advisors LLC 16.916 -1,86 1.629 -2,16
2026-04-10 13F Legacy Wealth Management, LLC / MS 3.281 0,12 319 0,95
2026-04-14 13F William Mack & Associates, Inc. 5.096 0,26 495 1,23
2026-04-14 13F Hudson Value Partners, LLC 5.280 0,00 513 0,00
2026-02-13 13F Okabena Investment Services Inc 12.112 -0,62 1.166 -0,85
2026-02-13 13F Financial Freedom, LLC 1.538 0,13 148 0,00
2026-04-09 13F Life Line Wealth Management Llc 148.081 362,02 14.398 366,68
2026-02-18 13F Financial Advisory Service, Inc. 29.852 -3,01 2.874 -3,30
2026-04-16 13F ARS Investment Partners, LLC 2.639 0,00 257 0,79
2026-04-20 13F L.K. Benson & Company, P.C. 4.785 0,00 465 1,09
2026-01-21 13F Paladin Advisory Group, LLC 4.737 1.305,64 456 1.325,00
2026-02-02 13F Holistic Planning, LLC 7.098 14,82 683 14,60
2026-02-11 13F Twin Tree Management, LP 0 -100,00 0 -100,00
2026-02-12 13F Chilton Capital Management Llc 1.284 0,00 124 0,00
2026-02-11 13F TCTC Holdings, LLC 2.734 0,00 263 0,00
2026-04-17 13F AdvisorNet Financial, Inc 4.856 5,52 472 6,55
2026-01-08 13F Sound View Wealth Advisors Group, LLC 57.634 -2,97 5.548 -3,24
2026-01-14 13F ORG Partners LLC 4.216 44,88 406 44,64
2026-04-23 13F Greenhouse Wealth Management, LLC 7.209 0,26 701 1,16
2026-02-17 13F Equitable Holdings, Inc. 208.824 14,79 20.103 14,46
2026-02-05 13F Duncan Williams Asset Management, LLC 3.919 -0,08 393 3,70
2026-02-02 13F Vista Capital Partners, Inc. 9.937 36,01 957 35,60
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 204 -13,19 20 -13,64
2026-02-02 13F Millstone Evans Group, LLC 1.932 0,00 186 -0,54
2026-04-29 13F/A True Link Financial Advisors, LLC 322 31
2026-02-14 13F POM Investment Strategies, LLC 390 38
2026-04-29 13F Birch Hill Investment Advisors LLC 10.706 0,00 1.041 0,97
2026-02-05 13F HighMark Wealth Management LLC 2.725 11,04 262 11,02
2026-02-13 13F Baltimore-Washington Financial Advisors, Inc. 74.075 -7,36 7.131 -7,63
2026-04-13 13F Wolff Wiese Magana Llc 399 0,00 39 0,00
2026-02-09 13F Bleakley Financial Group, LLC 78.027 3,38 7.512 3,07
2026-02-13 13F Innovative Wealth Building LLC 7.615 3,41 733 3,24
2026-04-29 13F Frank, Rimerman Advisors LLC 27.695 0,11 2.693 1,09
2026-01-29 13F Advisors Capital Management, LLC 11.946 18,18 1.150 17,83
2026-04-06 13F Acima Private Wealth, Llc 3.404 0,00 331 0,92
2026-04-22 13F Clear Creek Financial Management, LLC 2.275 -0,35 221 0,91
2026-04-17 13F Buffalo Business & Estate Services Ltd 14.670 3,09 1.426 4,16
2026-01-07 13F Aventura Private Wealth, LLC 0 -100,00 0 -100,00
2026-01-28 13F REDW Wealth LLC 4.000 0,00 385 -0,26
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 9.694 2,83 933 2,53
2026-02-13 13F Arkadios Wealth Advisors 25.557 73,20 2.460 72,75
2026-02-17 13F Aqr Capital Management Llc 33.430 115,69 3.218 115,11
2026-02-02 13F Fifth Third Bancorp 2.026.270 -1,49 195.069 -1,77
2026-02-13 13F Citigroup Inc 50.718 -20,02 4.883 -20,25
2026-04-24 13F Goldstone Financial Group, LLC 58.751 -37,63 5.712 -37,01
2026-02-13 13F Integrated Wealth Concepts LLC 16.685 -59,53 1.606 -59,65
2026-02-12 13F Umpqua Bank 0 -100,00 0
2026-02-17 13F Van Den Berg Management I, Inc 1.804 174
2026-04-13 13F Creative Financial Designs Inc /adv 384 0,00 37 2,78
2026-02-09 13F Sawgrass Asset Management Llc 94.358 0,00 9.084 -0,30
2026-04-15 13F Peddock Capital Advisors, Llc 2.590 0,00 252 0,80
2026-02-13 13F Motiv8 Investments LLC 30.982 0,73 3 -99,93
2026-01-30 13F Citizens Financial Group Inc/ri 78.555 0,10 7.562 -0,20
2026-01-15 13F Allspring Global Investments Holdings, LLC 39.916 163,75 3.885 166,03
2026-04-21 13F BankPlus Wealth Management LLC 22.440 5,82 2.182 6,86
2026-04-23 13F Glass Jacobson Investment Advisors llc 668 -27,07 65 -27,27
2026-04-27 13F PFG Investments, LLC 15.550 -14,49 1.512 -13,66
2026-04-21 13F Granite Islands Private Wealth, Llc 3.696 -2,09 359 -1,10
2026-01-07 13F Gilbert & Cook, Inc. 352.588 -2,72 33.944 -3,01
2026-04-21 13F Polaris Investment Advisors, LLC 7.932 0,00 771 1,05
2026-02-12 13F Brown Brothers Harriman & Co 11.192 0,00 1.077 -0,28
2026-04-14 13F Kozak & Associates, Inc. 105 0,00 11 0,00
2026-04-03 13F First County Bank /CT/ 2.883 0,00 280 1,08
2026-02-17 13F NorthRock Partners, LLC 718.922 34,76 69.211 34,37
2026-02-12 13F BlackRock, Inc. 396.239 3,46 38.146 3,16
2026-03-04 13F SHP Wealth Management 6.050 583
2026-02-11 13F Jpmorgan Chase & Co 6.739.350 1,74 648.797 1,45
2026-04-22 13F Spire Wealth Management 36.609 -0,46 3.560 0,54
2026-02-17 13F Quantinno Capital Management LP 39.041 53,99 3.759 53,58
2026-04-20 13F Fiduciary Alliance LLC 7.859 2,17 804 8,51
2026-04-13 13F/A Sunburst Financial Group, LLC 61.260 -0,35 5.956 0,66
2026-02-13 13F Brasada Capital Management, Lp 7.947 -23,73 773 -23,47
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2025-11-12 13F Willow Creek Wealth Management Inc. 3.187 -10,30 308 -5,83
2025-11-06 13F Abich Financial Wealth Management LLC 2 0
2026-02-11 13F Arrowroot Family Office, LLC 10.949 7,10 1.054 6,90
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-15 13F Meridian Financial Partners LLC 25.642 9,20 2.528 6,76
2026-02-02 13F Mutual Advisors, LLC 4.555 9,05 439 8,42
2026-04-29 13F Harbour Capital Advisors, LLC 5.260 0,00 546 6,85
2026-02-12 13F Callan Family Office, LLC 190.420 20,95 18.332 20,60
2026-01-28 13F May Barnhard Investments LLC 28.043 0,00 2.700 -0,30
2026-02-09 13F St. Louis Trust Co 16.660 1.604
2026-02-17 13F Alliancebernstein L.p. 169.720 1,25 16.339 0,95
2026-02-11 13F Monetary Management Group Inc 13.655 0,00 1.315 -0,30
2026-02-17 13F Susquehanna International Group, Llp 21.189 2.040
2026-02-17 13F Susquehanna International Group, Llp Put 2.500 241
2026-04-28 13F Flagship Harbor Advisors, Llc 4.749 -9,02 462 -8,17
2026-04-03 13F Coastline Trust Co 339.497 -1,66 33.009 -0,68
2026-02-17 13F Susquehanna International Group, Llp Call 23.500 -80,33 2.262 -80,39
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 2.136 0,00 222 7,80
2026-04-27 13F Tennessee Valley Asset Management Partners 2.578 -11,62 251 -10,71
2026-01-26 13F Sonata Capital Group Inc 178.078 -3,38 17.144 100.741,18
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 9.780 2,21 951 3,15
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 48.589 -2,35 4.724 -1,38
2026-02-13 13F Umb Bank N A/mo 965.862 6,52 92.984 6,21
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 3.042 0,00 293 -0,34
2026-04-22 13F Abundance Wealth Counselors 2.698 0,00 262 1,16
2026-02-03 13F Ballentine Partners, LLC 42.901 -0,63 4.130 -0,91
2026-02-10 13F Sfmg, Llc 5.637 0,00 543 -0,37
2026-02-13 13F Cape Cod Five Cents Savings Bank 6.907 0,00 609 0,00
2026-04-28 13F MBL Wealth, LLC 19.344 -2,89 1.881 -1,93
2026-01-27 13F Waterfront Wealth Inc. 3.884 3,77 391 8,91
2026-02-10 13F Private Wealth Asset Management, LLC 141.072 0,60 13.581 0,32
2026-02-12 13F Steward Partners Investment Advisory, Llc 528.873 8,83 50.915 8,51
2026-02-12 13F IFC Advisors LLC 72.291 -1,93 6.959 -2,21
2026-02-13 13F Prudential Financial Inc 0 -100,00 0
2025-11-12 13F Transce3nd, LLC 0 -100,00 0 -100,00
2026-02-11 13F SlateStone Wealth, LLC 15.042 0,00 1 0,00
2026-04-20 13F GSB Wealth Management, LLC 2.975 0,00 289 1,05
2026-04-21 13F Wise Wealth Partners 6.170 0,00 600 1,01
2026-04-23 13F Spinnaker Trust 3.524 0,00 343 0,88
2026-02-09 13F Kingsview Wealth Management, LLC 43.976 17,86 4.234 17,52
2026-04-08 13F Sax Wealth Advisors, Llc 4.524 0,00 435 0,00
2026-04-29 13F Cordatus Wealth Management LLC 6.515 0,00 633 0,96
2026-02-17 13F Blair William & Co/il 146.668 6,88 14.120 6,57
2026-04-13 13F Ullmann Financial Group, Inc. 191.685 5,18 18.638 6,80
2026-04-16 13F Diversified Trust Co 73.473 -6,32 7.144 -5,39
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-13 13F Horizon Investment Services, LLC 2.183 0,00 210 0,00
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 10.497 -1,13 1.011 -1,46
2026-04-21 13F Creative Capital Management Investments LLC 2.368 0,00 230 1,32
2026-02-09 13F M3 Wealth Management, LLC 5.255 506
2026-04-15 13F Trust Point Inc. 90.795 -2,12 8.828 -1,15
2026-02-04 13F Biltmore Family Office, LLC 3.347 0,00 322 -0,31
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 23.308 0,00 2.266 1,03
2026-02-13 13F Beacon Capital Management, LLC 2.765 13,41 266 13,19
2026-04-08 13F Gilman Hill Asset Management, LLC 20.481 -8,90 1.991 -7,99
2026-04-28 13F Nvest Financial, LLC 21.936 3,50 2.133 4,51
2025-11-13 13F Seacrest Wealth Management, Llc 0 -100,00 0 -100,00
2026-01-23 13F Factory Mutual Insurance Co 758.700 0,00 73.040 -0,29
2026-02-13 13F Pathstone Holdings, LLC 1.908.855 -3,11 183.782 -3,38
2026-04-22 13F Pinnacle Bancorp, Inc. 5.879 -0,52 572 0,53
2026-02-05 13F Pacific Sun Financial Corp 2.565 0,00 247 -0,40
2026-04-29 13F Sigma Investment Counselors Inc 260.044 -2,59 25.284 -1,61
2026-02-17 13F/A Tableaux Llc 2.960 -50,00 285 -50,26
2026-04-13 13F Colorado Capital Management, Inc. 3.858 0,00 0
2026-01-30 13F BancorpSouth Bank 4.114 -12,39 396 -12,58
2026-02-10 13F Natixis Advisors, L.p. 1.961.998 16,81 189 16,05
2026-01-27 13F Bolthouse Investments, LLC 0 -100,00 0
2026-04-09 13F Everhart Financial Group, Inc. 5.306 4,74 516 5,75
2026-01-20 13F Aspiriant, Llc 39.325 0,04 3.786 -0,26
2026-01-26 13F Valmark Advisers, Inc. 27.306 0,89 2.629 0,57
2026-02-10 13F Crescent Grove Advisors, LLC 21.781 6,64 2.097 6,34
2026-02-12 13F M1 Capital Management LLC 4.828 -0,62 465 -1,07
2026-04-28 13F Kingswood Wealth Advisors, Llc 7.460 5,38 725 6,46
2026-04-24 13F Kendall Capital Management 11.000 0,00 1.070 1,04
2026-01-26 13F Midland Wealth Advisors Llc 9.627 -0,04 927 -0,32
2026-04-09 13F DHJJ Financial Advisors, Ltd. 3.000 0,00 292 1,04
2026-04-16 13F Kavar Capital Partners Group, Llc 4.158 0,00 404 1,00
2026-02-12 13F Federation des caisses Desjardins du Quebec 5.251 -0,38 506 -0,59
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 3.515 342
2026-04-27 13F Osborne Partners Capital Management, Llc 6.600 0,00 642 0,94
2026-01-29 13F Klingman & Associates, LLC 13.797 -0,72 1.328 -0,97
2026-04-07 13F Eastern Bank 19.790 -11,22 1.924 -10,30
2026-02-17 13F Hilltop Holdings Inc. 2.720 0,00 262 -0,38
2026-04-22 13F Parcion Private Wealth LLC 4.576 0,00 445 0,91
2026-04-10 13F Corepath Wealth Partners Llc 21.240 2,26 2.151 3,42
2026-04-22 13F Princeton Global Asset Management LLC 7.912 -4,86 769 -3,87
2026-04-27 13F Td Private Client Wealth Llc 82.077 55,17 7.980 56,72
2026-04-06 13F GAMMA Investing LLC 29.809 7,07 2.898 8,13
2026-02-10 13F Alpha Financial Partners, LLC 5.774 -0,45 556 -0,89
2026-04-14 13F Compton Wealth Advisory Group, LLC 15.952 0,32 1.562 2,03
2025-11-14 13F 17 Capital Partners, Llc 0 -100,00 0
2026-02-02 13F Sachetta, LLC 2.242 -96,37 216 -96,39
2026-04-21 13F Paradigm Financial Partners, Llc 24.507 -13,22 2.383 -12,36
2026-04-16 13F Smith, Salley & Associates 7.950 -1,38 773 -0,52
2026-01-16 13F Trust Co Of Vermont 2.542 0,00 245 -0,41
2026-04-17 13F Charter Trust Co 11.315 23,86 1.100 25,14
2026-01-29 13F Atlas Legacy Advisors, LLC 143.667 11,81 13.836 11,54
2026-01-29 13F RMG Wealth Management LLC 0 -100,00 0
2026-02-25 13F Tempo Wealth, LLC 2.245 216
2026-01-07 13F Holistic Financial Partners 4.712 0,00 454 -0,22
2026-02-17 13F Advisor Group Holdings, Inc. 688.543 -9,07 66.310 -9,16
2026-01-28 13F Bedel Financial Consulting, Inc. 40.210 9,58 3.871 9,29
2026-04-22 13F My Personal CFO, LLC 5.409 -5,52 526 -4,72
2026-02-09 13F Firestone Capital Management 2.224 0,00 214 0,00
2026-04-27 13F Nixon Peabody Trust Co 2.544 -3,78 247 -2,76
2026-04-28 13F Indiana Trust & Investment Management CO 24.615 -2,57 2.393 -1,60
2026-01-28 13F Trail Ridge Investment Advisors, LLC 2.643 0,00 254 -0,39
2026-04-17 13F Summit Wealth Partners, LLC 71.051 -2,98 6.908 -2,01
2026-01-29 13F Ashton Thomas Private Wealth, LLC 159.360 0,52 15.342 0,23
2026-04-27 13F Altus Wealth Group LLC 5.171 -1,41 503 -0,40
2026-04-28 13F Meridian Investment Counsel Inc. 3.275 0,00 318 0,95
2026-04-29 13F Resonant Capital Advisors, LLC 26.391 0,00 2.566 0,98
2026-01-20 13F Sovran Advisors, LLC 2.005 -49,11 203 -45,99
2026-02-04 13F Strategic Family Wealth Counselors, L.L.C. 16.870 0,00 1.674 2,83
2026-02-13 13F Fiduciary Trust Co 22.225 4,19 2.140 3,89
2026-04-20 13F BTC Capital Management, Inc. 48.134 1,98 4.680 3,02
2026-02-12 13F Burke & Herbert Bank & Trust Co 22.102 -49,24 2.128 -49,39
2026-01-15 13F Jaffetilchin Investment Partners, LLC 9.920 5,96 955 5,65
2026-04-28 13F Belpointe Asset Management LLC 17.775 -3,84 1.728 -2,87
2026-02-12 13F Earnest Partners Llc 111.586 635,62 10.742 633,74
2026-04-23 13F North Star Investment Management Corp. 9.660 0,00 939 1,08
2026-04-24 13F National Asset Management, Inc. 18.075 -2,23 1.712 -3,77
2026-02-18 13F GWM Advisors LLC 299.318 44,47 28.815 44,05
2026-04-10 13F Waldron Private Wealth LLC 10.058 -5,13 978 -4,22
2026-04-15 13F ARS Wealth Advisors Group, LLC 3.262 0,03 317 1,28
2026-04-28 13F Lee Danner & Bass Inc 8.766 0,00 852 1,07
2026-04-20 13F Apella Capital, LLC 9.684 71,25 1.009 85,29
2026-04-28 13F Lansing Street Advisors 2.332 0,13 227 0,89
2026-04-20 13F First Bancorp, Inc /ME/ 7.386 10,30 718 11,49
2026-02-10 13F Hazlett, Burt & Watson, Inc. 1.820 12,35 0
2026-04-16 13F Ironwood Financial, llc 8.338 0,00 811 -2,88
2026-02-09 13F Hartland & Co., LLC 765.011 -0,44 73.648 -0,73
2026-04-21 13F Laurel Oak Wealth Management, Llc 2.868 -8,58 279 -7,64
2026-04-23 13F Forum Financial Management, LP 6.096 0,00 593 1,02
2026-02-17 13F First Manhattan Co 0 -100,00 0
2026-02-13 13F Nicolet Advisory Services, Llc 4.743 475
2026-04-17 13F RFG Advisory, LLC 2.996 -15,70 291 -14,91
2026-04-09 13F Wedmont Private Capital 9.275 0,11 939 2,62
2026-02-04 13F Bailard, Inc. 129.460 -0,32 12.463 -0,61
2026-01-26 13F Private Trust Co Na 34.783 4,51 3.349 4,20
2026-04-08 13F Sharkey, Howes & Javer 0 -100,00 0
2026-02-04 13F Ofc Financial Planning, Llc 10.549 -2,77 1.016 -3,06
2026-02-06 13F HighTower Advisors, LLC 522.393 0,04 50.291 -0,25
2026-02-10 13F Bridges Investment Management Inc 208.896 41,96 20.110 41,55
2026-02-12 13F First Financial Bankshares Inc 8.488 0,00 817 -0,24
2026-01-16 13F Postrock Partners Llc 6.376 0,00 614 -0,33
2026-04-23 13F Cornerstone Wealth Management, LLC 24.365 14,68 2.369 15,84
2025-11-12 13F Headlands Technologies LLC 0 -100,00 0
2026-02-17 13F Cetera Investment Advisers 2.256.436 3,74 217.227 3,44
2026-02-17 13F Pinnacle Financial Partners, Inc. 1.128.359 108.628
2026-02-03 13F Manning & Napier Advisors Llc 1.123 0,00 108 0,00
2026-04-15 13F Code Waechter LLC 2.257 -4,12 219 -3,10
2026-01-29 13F Verdence Capital Advisors LLC 180.928 20,45 17.418 18,80
2026-02-17 13F Qube Research & Technologies Ltd 14.531 441,80 1.399 441,86
2026-04-01 13F Vigilare Wealth Management 26.829 303,87 2.609 308,14
2026-04-09 13F Curated Wealth Partners LLC 6.459 0,00 628 1,13
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-02-09 13F Annis Gardner Whiting Capital Advisors, LLC 131 0,00 13 0,00
2026-02-11 13F Madden Advisory Services, Inc. 3.668 7,76 353 7,62
2026-04-15 13F City Holding Co 68.014 -2,49 6.613 -1,53
2026-02-17 13F Ancora Advisors, LLC 20.001 1,52 1.925 1,21
2026-04-02 13F Noble Wealth Management PBC 2.698 0,00 262 1,16
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 1.500 0,00 146 0,69
2026-02-11 13F Fca Corp /tx 36.584 2,76 3.522 2,44
2026-04-17 13F Signal Advisors Wealth, LLC 0 -100,00 0
2026-01-21 13F Prime Capital Investment Advisors, LLC 109.275 -6,30 10.520 -6,58
2026-02-13 13F Cynosure Management, Llc 5.968 -16,66 573 -17,08
2026-02-13 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-08 13F Lpwm Llc 49.482 0,68 4.811 1,69
2026-02-12 13F Canopy Partners, LLC 56.176 -0,21 5.408 -0,50
2026-02-02 13F Principal Financial Group Inc 459.253 682,12 44.212 679,89
2026-02-17 13F Ameriprise Financial Inc 2.824.289 -10,45 271.868 -10,61
2026-01-27 13F Evergreen Capital Management Llc 34.381 0,00 3.310 -0,30
2026-04-27 13F Tanglewood Legacy Advisors, LLC 91.595 0,59 8.906 1,59
2026-02-10 13F Future Fund LLC 0 -100,00 0 -100,00
2026-01-27 13F Legacy Advisors, LLC 210.902 -2,77 20.303 -3,05
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-02-11 13F Lowe Brockenbrough & Co Inc 16.172 -3,06 1.557 -3,35
2026-02-05 13F Arrow Financial Corp 4.076 0,00 392 -0,25
2026-04-29 13F Strategic Blueprint, LLC 12.718 -0,45 1.237 0,57
2026-02-12 13F Moneta Group Investment Advisors Llc 109.452 -17,41 10.537 -17,66
2026-04-20 13F Foster Victor Wealth Advisors, LLC 4.887 501
2026-02-17 13F Redwood Park Advisors LLC 739 -1,34 71 -1,39
2026-02-17 13F Ducere Wealth Management LLC 5.554 535
2026-02-20 13F SB Capital Management Inc 9.854 949
2026-04-20 13F KFA Private Wealth Group, LLC 4.992 -0,62 485 0,41
2026-02-12 13F Colonial Trust Advisors 5.231 10,57 504 10,31
2026-02-10 13F CIBC World Markets Inc. 2.672 0,45 257 0,39
2026-01-30 13F/A M&t Bank Corp 423.095 -1,88 40.731 -2,16
2026-04-20 13F Tranquility Partners, LLC 8.266 14,28 804 15,37
2026-02-13 13F Mml Investors Services, Llc 323.627 8,07 31.156 7,75
2026-04-20 13F Live Oak Private Wealth LLC 13.084 0,00 1.272 1,03
2026-02-09 13F Diversified Portfolios, Inc. 3.008 -4,14 290 -4,30
2026-02-10 13F Vista Private Wealth Partners. LLC 26.450 0,00 2.433 0,00
2026-04-22 13F Coastal Investment Advisors, Inc. 459 14,46 45 15,79
2026-04-21 13F Tritonpoint Wealth, Llc 2.934 7,35 285 8,37
2026-04-27 13F Forte Asset Management Llc 72.182 0,54 7.018 1,55
2026-04-29 13F Lmcg Investments, Llc 5.082 -0,95 494 0,20
2026-02-13 13F Becker Capital Management Inc 12.144 0,00 1.169 -0,26
2026-01-30 13F Catalytic Wealth RIA, LLC 15.163 1.460
2026-02-13 13F SJA Financial Advisory, LLC 4.648 0,41 447 0,22
2026-04-27 13F Kelman-Lazarov, Inc. 7.283 -21,38 708 -20,54
2026-02-10 13F Measured Wealth Private Client Group, LLC 192 0,00 18 0,00
2026-04-28 13F BLB&B Advisors, LLC 6.938 1,91 675 2,90
2026-04-20 13F Segment Wealth Management, LLC 6.449 0,00 627 1,13
2026-02-17 13F United Capital Financial Advisers, Llc 65.442 20,54 6.300 20,21
2026-02-09 13F NWK Group, Inc. 128 0,00 12 0,00
2026-04-14 13F Focus Financial Network, Inc. 221.855 -1,56 21.571 -0,58
2026-02-12 13F Fiduciary Group LLC 2.188 -18,90 211 -19,23
2026-04-22 13F Apollon Wealth Management, LLC 29.169 -0,50 2.836 0,50
2026-02-17 13F Summit Trail Advisors, Llc 9.247 94,80 890 94,32
2026-02-04 13F LRI Investments, LLC 2.260 54,79 218 55,00
2026-02-13 13F Vontobel Holding Ltd. 9.925 0,00 955 -0,31
2026-02-12 13F Scotia Capital Inc. 2.493 0,00 240 0,00
2026-04-10 13F Charles Schwab Trust Co 3.745 -2,09 364 -1,09
2026-01-23 13F Optima Capital Llc 1.124 108
2026-04-08 13F Grove Bank & Trust 27.910 -4,48 2.714 -3,52
2026-02-13 13F Aptus Capital Advisors, LLC 71.210 -0,02 6.855 -0,31
2026-02-13 13F Bragg Financial Advisors, Inc 7.553 0,00 727 -0,27
2026-04-21 13F E&G Advisors, LP 9.153 83,06 890 84,82
2026-02-03 13F LJI Wealth Management, LLC 181.266 13,24 17.450 12,91
2026-02-03 13F Nordwand Advisors, LLC 11.470 -0,13 1.104 -0,36
2026-02-11 13F Atlantic Private Wealth, LLC 466 0,00 45 0,00
2026-02-12 13F Empower Advisory Group, LLC 8.931 18,92 860 18,48
2026-02-05 13F HFM Investment Advisors, LLC 287 28
2026-04-09 13F CRA Financial Services, LLC 3.778 0,00 367 1,10
2026-02-12 13F Providence Capital Advisors, LLC 580 0,00 56 -1,79
2025-11-03 13F Impact Partnership Wealth, LLC 0 -100,00 0
2026-02-17 13F Public Employees Retirement System Of Ohio 0 -100,00 0
2026-04-28 13F GM Advisory Group, Inc. 3.437 -75,99 334 -75,74
2026-01-27 13F Members Advisory Group LLC 0 -100,00 0
2026-02-09 13F Fidelity D & D Bancorp Inc 2.476 0,00 238 -0,42
2026-04-23 13F Summit Wealth Group Llc / Co 3.313 322
2026-01-07 13F Procyon Private Wealth Partners, LLC 30.832 1,50 2.968 1,23
2026-04-27 13F Tsfg, Llc 5.448 0,00 1
2026-04-08 13F Woodstock Corp 159.885 -2,11 15.546 -1,14
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 5.296 1
2026-02-13 13F Heritage Wealth Advisors 22.225 -0,36 2.140 -0,65
2026-02-13 13F Jupiter Wealth Management LLC 11.000 0,00 1.106 4,14
2026-04-14 13F Clean Yield Group 0 -100,00 0
2026-02-04 13F Atlantic Union Bankshares Corp 891.214 1,56 85.797 1,27
2026-02-06 13F Lutz Financial Services LLC 4.065 0,00 391 -0,26
2026-04-23 13F Fairway Wealth LLC 18.957 0,24 1.843 1,26
2026-01-28 13F N.E.W. Advisory Services LLC 186 1.228,57 18 1.600,00
2026-02-13 13F Commerce Bank 1.483.919 -0,94 142.857 -1,23
2026-04-17 13F Richards, Merrill & Peterson, Inc. 8 1
2026-04-10 13F Financial Partners Group, Inc 17.859 -1,97 1.736 -3,88
2026-04-10 13F Abound Wealth Management 39 0,00 4 0,00
2026-02-13 13F Haverford Trust Co 89.314 0,53 8.598 0,24
2026-04-15 13F DAVENPORT & Co LLC 24.369 -82,61 2.369 -82,44
2026-02-09 13F MRP Capital Investments, LLC 4.346 123,33 418 134,83
2026-02-04 13F Madison Asset Management, LLC 25.602 306,12 2.465 305,26
2026-01-20 13F Relyea Zuckerberg Hanson LLC 6.365 0,20 613 -0,16
2026-03-12 13F Winthrop Partners - Wny, Llc 68.154 16,45 6.561 100,40
2026-02-13 13F Evernest Financial Advisors, LLC 15.912 -32,31 1.625 -28,43
2026-01-27 13F Elevated Capital Advisors, LLC 793 76
2026-04-27 13F Jamison Private Wealth Management, Inc. 5.206 0,00 506 1,00
2026-04-03 13F Hickory Point Bank & Trust 1.996 194
2026-01-22 13F Richardson Financial Services Inc. 6.034 48,84 581 48,34
2026-02-03 13F Crestwood Advisors Group LLC 5.956 -15,23 573 -15,49
2026-04-20 13F Godsey & Gibb Associates 497 -23,66 48 -22,58
2026-02-04 13F First National Advisers, LLC 3.900 0,00 375 -0,27
2026-04-22 13F Phoenix Wealth Advisors 4.028 0,67 392 1,56
2026-02-17 13F Ehrenkranz Partners L.P. 13.935 0,27 1.342 0,00
2026-01-08 13F Gryphon Financial Partners LLC 48.271 24,39 4.647 24,05
2026-04-14 13F Plancorp, LLC 4.386 0,00 441 4,50
2026-02-05 13F Allworth Financial LP 21.783 8,06 2.097 7,76
2026-02-18 13F Vident Advisory, LLC 2.115 -14,20 204 -14,71
2026-04-10 13F Perigon Wealth Management, LLC 133.154 -1,30 12.947 -0,32
2026-01-27 13F Proffitt & Goodson Inc 112.075 -1,45 10.789 -1,74
2026-01-29 13F DecisionPoint Financial, LLC 83 8
2026-02-12 13F Sfam, Llc 6.123 589
2026-04-17 13F Guyasuta Investment Advisors Inc 3.300 0,00 321 0,95
2026-01-21 13F Culbertson A N & Co Inc 167.938 -1,15 16.167 -1,43
2026-02-17 13F Zacks Investment Management 110.393 844,42 10.628 842,11
2026-02-13 13F Oxford Financial Group Ltd 28.952 -11,11 2.787 -11,35
2026-02-12 13F Bradley Foster & Sargent Inc/ct 163.335 -2,05 15.724 -2,34
2026-01-21 13F Lockerman Financial Group, Inc. 0 -100,00 0
2026-04-27 13F Mount Yale Investment Advisors, LLC 11.358 17,70 1.104 18,84
2026-04-29 13F Skopos Labs, Inc. 25.018 5,85 2.432 5,60
2026-04-01 13F First Financial Bank - Trust Division 13.973 0,00 1.359 0,97
2026-01-30 13F Jackson Hole Capital Partners, LLC 9.927 0,00 956 -0,31
2026-04-17 13F Integrated Capital Management, LLC 2.479 241
2026-04-29 13F Armor Investment Advisors, LLC 2.040 -5,56 198 -4,35
2026-02-17 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3.084 0,00 297 -0,34
2026-04-28 13F Arbor Investment Advisors, LLC 3.099 0,00 301 1,01
2026-04-13 13F Gill Capital Partners, Llc 932 91
2026-02-17 13F Green Harvest Asset Management LLC 2.836 -1,60 273 -1,80
2026-01-30 13F Pure Portfolios Holdings Llc 2.145 -5,09 206 -5,50
2026-04-23 13F TFC Financial Management 5.495 -1,96 534 -0,93
2026-02-11 13F Greykasell Wealth Strategies, Inc. 37.391 0,81 3.600 0,50
2026-02-09 13F Jefferies Financial Group Inc. 4.740 0,00 456 -0,22
2026-02-10 13F Allen Investment Management LLC 31.000 0,00 2.984 -0,30
2026-04-17 13F Roxbury Financial LLC 795 0,00 77 1,32
2026-02-17 13F PACK Private Wealth, LLC 3.822 0,00 368 -0,54
2026-02-11 13F Private Management Group Inc 18.805 0,00 1.810 -0,28
2026-04-27 13F Albion Financial Group /ut 857.371 0,46 83.362 1,46
2026-04-24 13F Center for Wealth Management Advisory 10.427 0,00 1.014 1,00
2026-04-24 13F ERn Financial, LLC 0 -100,00 0
2026-04-16 13F Park National Corp /oh/ 5.044 0,00 490 1,03
2026-02-12 13F Brinker Capital Investments, LLC 62.412 90,43 6.008 89,89
2026-02-17 13F Matrix Private Capital Group Llc 17.766 3,50 1.710 3,20
2026-02-17 13F SageView Advisory Group, LLC 55.758 7,19 5.368 6,87
2025-11-18 13F Apexium Financial, Lp 2.946 0,31 284 5,19
2026-04-22 13F Avise Financial Cooperative, Inc. 2.071 201
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-24 13F Zwj Investment Counsel Inc 2.759 0,00 268 1,13
2026-02-04 13F Wedgewood Investors Inc /pa/ 3.370 0,00 324 -0,31
2026-04-21 13F Mesirow Financial Investment Management, Inc. 1.126.058 268,64 109.487 272,33
2026-04-21 13F Wedbush Securities Inc 3.329 -1,86 0
2026-02-10 13F Bank of New York Mellon Corp 10.779.440 7,55 1.037.737 7,24
2026-04-21 13F Nemes Rush Group LLC 249 0,40 24 4,35
2026-04-27 13F Baer Investment Advisory LLC 4.446 432
2026-03-06 13F Hsbc Holdings Plc 29.974 2.886
2026-01-13 13F Dakota Wealth Management 370.981 -1,16 35.714 -1,44
2026-04-13 13F Chesley Taft & Associates LLC 21.558 -0,76 2.096 0,24
2026-04-15 13F Register Financial Advisors LLC 4.996 4,26 486 5,21
2026-02-11 13F Liberty Square Wealth Partners Llc 2.782 0,00 268 -0,37
2026-04-23 13F St. Clair Advisors, LLC 39.470 58,36 3.838 59,94
2026-04-14 13F Builder Investment Group Inc /adv 30.916 0,00 3.006 0,97
2026-04-21 13F Old Second National Bank Of Aurora 7.780 0,00 756 1,07
2026-04-22 13F Asset Allocation Strategies LLC 16.405 -10,37 1.595 -9,48
2026-04-08 13F TOWER TRUST & INVESTMENT Co 320 0,00 31 3,33
2026-02-11 13F Franklin Resources Inc 666.823 3,03 64.195 2,74
2026-04-28 13F Parthenon Llc 9.323 0,00 906 1,00
2026-02-10 13F Zhang Financial LLC 19.533 0,05 1.880 -0,27
2025-11-13 13F Integrity Investment Advisors, LLC 0 -100,00 0
2026-02-10 13F BKD Wealth Advisors, LLC 20.750 1,73 1.998 1,42
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0 -100,00
2026-04-28 13F Marietta Investment Partners Llc 2.245 0,00 218 0,93
2026-02-17 13F RMB Capital Management, LLC 65.273 -2,07 6.284 -2,36
2026-02-13 13F Kirtland Hills Capital Management, Llc 11.454 56,18 1.103 55,65
2026-04-23 13F Simmons Bank 19.498 -0,36 1.896 0,64
2026-02-05 13F Elyxium Wealth, LLC 35.229 -28,69 3.391 -28,89
2026-04-16 13F XML Financial, LLC 237.554 -2,77 23.097 -1,80
2026-01-29 13F Aprio Wealth Management, LLC 3.915 -3,88 2.395 509,16
2026-02-17 13F Consultiva Wealth Management, Corp. 206 0,00 20 0,00
2026-02-03 13F We Are One Seven, LLC 4.775 -2,01 460 -2,34
2026-04-23 13F Next Level Private LLC 7.955 2,71 773 3,76
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-13 13F Breachway Investments LLC 4.895 4,93 479 6,68
2026-04-24 13F Bellevue Asset Management, Llc 2.436 1,25 237 2,16
2026-02-09 13F Premier Financial Group 2.208 0,00 214 0,95
2026-01-21 13F Leo Wealth, LLC 17.582 0,41 1.693 0,12
2026-04-15 13F Roan Capital Partners 11.829 1.150
2026-04-15 13F Trust Co Of Toledo Na /oh/ 46.414 -0,19 4.513 0,80
2026-04-27 13F Integrity Wealth Partners, LLC 3.500 340
2026-04-30 13F Personal Cfo Solutions, Llc 2.217 -24,08 216 -23,49
2026-02-05 13F Macroview Investment Management Llc 5.603 0,20 539 0,00
2026-04-17 13F Sovereign Financial Group, Inc. 0 -100,00 0
2026-04-21 13F BCS Private Wealth Management, Inc. 5.050 0,00 491 1,03
2026-02-17 13F Carret Asset Management, Llc 71.535 0,46 6.887 0,16
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 127.738 5,58 12.420 6,63
2026-04-24 13F UMA Financial Services, Inc. 22 -94,37 2 -94,59
2026-02-11 13F Daner Wealth Management, LLC 37.882 4,23 3.873 11,81
2026-04-28 13F Journey Beyond Wealth, LLC 3.278 -4,93 319 -3,93
2025-11-07 13F Atticus Wealth Management, Llc 0 -100,00 0 -100,00
2026-02-13 13F Clal Insurance Enterprises Holdings Ltd 4.804 0,00 0
2026-01-21 13F Capital Investment Advisory Services, LLC 1.706 16,05 164 16,31
2026-04-22 13F Harbor Asset Planning, Inc. 9.269 0,98 901 2,04
2026-02-13 13F Aft, Forsyth & Company, Inc. 35.015 0,02 3.371 -0,27
2026-02-05 13F Plante Moran Financial Advisors, LLC 9.496 0,00 914 -0,22
2026-02-11 13F Montis Financial, LLC 7.929 -10,50 763 -10,76
2026-02-17 13F Advisory Services Network, LLC 64.979 2,81 6.256 2,51
2026-04-24 13F Fulton Bank, N.a. 84.492 -0,44 8.215 0,56
2026-04-29 13F BEAM Asset Management, LLC 77.300 5,41 7.516 6,46
2026-04-13 13F St Germain D J Co Inc 216 0,00 21 5,00
2026-04-22 13F Cornerstone Wealth Group, LLC 55.403 -7,38 5.761 0,03
2026-02-12 13F Circle Wealth Management, LLC 9.244 0,04 890 -0,34
2026-02-12 13F Hollencrest Capital Management 6.226 0,00 599 -0,33
2026-02-09 13F Glenview Trust Co 1.306.463 1,30 125.773 1,01
2026-04-29 13F/A Salem Investment Counselors Inc 75.771 -0,07 7.367 0,93
2026-02-17 13F Select Equity Group, L.P. 11.633 1.255,83 1.120 1.264,63
2026-04-24 13F Oakworth Capital, Inc. 1.215.916 2,57 118.224 3,59
2026-03-09 13F Lifetime Wealth Management P.C. 6 839
2026-01-27 13F Stephenson & Company, Inc. 2.750 0,00 265 -0,38
2026-02-14 13F Pointe Capital Management LLC 2.087 0,00 201 -0,50
2026-01-21 13F V2 Financial group LLC 3.800 0,00 366 -0,27
2026-02-10 13F Main Management LLC 119 -17,36 0
2026-04-20 13F New Hampshire Trust 5.069 0,00 493 1,03
2026-04-15 13F Signature Estate & Investment Advisors Llc 4.874 -2,07 474 -1,25
2026-02-13 13F Boston Family Office Llc 16.729 0,96 2 0,00
2025-11-03 13F Stonegate Investment Group, LLC 103.348 0,00 9.978 4,99
2026-01-20 13F Wall Street Access Asset Management, LLC 180 0,00 17 0,00
2026-02-04 13F Financial Alternatives, Inc 3.814 0,00 367 -0,27
2026-02-12 13F Betterment LLC 6.098 -1,28 1
2026-02-03 13F K.J. Harrison & Partners Inc 0 -100,00 0
2026-04-13 13F Affinity Capital Advisors, LLC 3.853 -0,05 375 0,81
2026-02-11 13F Curio Wealth, Llc 8.301 0,00 812 1,37
2026-02-17 13F Hillman Capital Management, Inc. 2.433 0,00 234 0,00
2025-11-13 13F AlphaStar Capital Management, LLC 0 -100,00 0
2025-11-14 13F Hrt Financial Lp 0 -100,00 0
2026-02-04 13F MONECO Advisors, LLC 12.196 1,18 1.174 0,95
2026-02-06 13F Evoke Wealth, Llc 58.788 0,06 5.660 -0,23
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 1.276 0,00 123 -0,81
2026-02-11 13F First American Trust, Fsb 6.436 620
2026-04-28 13F Shelton Wealth Management, Llc 95.760 21,48 9.311 22,69
2026-04-27 13F Beacon Financial Advisory LLC 9.396 0,07 914 1,11
2026-01-26 13F Cwm, Llc 237.452 12,08 23 10,00
2026-04-23 13F Fairman Group, LLC 2.224 0,18 216 1,41
2026-01-29 13F Concord Wealth Partners 305 0,00 29 0,00
2026-01-16 13F Beaumont Financial Advisors, LLC 8.166 1,18 786 0,90
2026-02-17 13F Jones Financial Companies Lllp 78.920.855 4,75 7.597.711 4,86
2026-04-30 13F Mv Capital Management, Inc. 113.017 9,46 10.989 10,55
2026-04-21 13F Welch Group, LLC 2.458 0,45 239 1,28
2026-02-10 13F Bnp Paribas Arbitrage, Sa 428.507 -47,32 41.252 -47,48
2026-02-13 13F Fort Point Capital Partners LLC 30.999 -29,62 3.134 -26,32
2026-02-05 13F Chancellor Financial Group WB LP 2.855 -2,02 275 -2,49
2026-04-28 13F Nbt Bank N A /ny 10.670 1,62 1.037 2,67
2026-01-26 13F Covenant Partners, LLC 1.162 0,00 112 -0,89
2026-02-09 13F ICW Investment Advisors LLC 7.275 0,01 700 -0,28
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista