Grundlæggende statistik
| Institutionelle ejere | 1381 total, 1377 long only, 0 short only, 4 long/short - change of 2,82% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7364 % - change of -10,95% MRQ |
| Institutionelle aktier (lange) | 312.933.153 (ex 13D/G) - change of -12,96MM shares -3,98% MRQ |
| Institutionel værdi (lang) | $ 17.394.267 USD ($1000) |
Institutionelt ejerskab og aktionærer
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF (US:JEPI) har 1381 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 312,933,153 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Raymond James Financial Inc, Royal Bank Of Canada, UBS Group AG, Nationwide Fund Advisors, Jpmorgan Chase & Co, and Advisor Group Holdings, Inc. .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF (ARCA:JEPI) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 27, 2026 is 55,55 / share. Previously, on March 28, 2025, the share price was 56,68 / share. This represents a decline of 1,99% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-20 | 13F | Nvwm, Llc | 17.418 | 3,73 | 997 | 4,07 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 520 | 0,00 | 30 | 0,00 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 39.421 | 247,69 | 2.256 | 248,69 | ||||
| 2026-01-06 | 13F | Legacy Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 700 | 40 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 18.818 | -7,55 | 1.077 | -7,31 | ||||
| 2026-01-14 | 13F | Eastern Bank | 137.807 | -1,28 | 7.888 | -1,03 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 134.940 | 5,96 | 8 | 0,00 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 44.260 | -18,84 | 2.533 | -18,63 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 4.728 | 0,00 | 273 | 1,12 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 32.135 | -1,18 | 1.839 | -0,92 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 6.613 | -19,15 | 379 | -19,06 | ||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 76.195 | -22,58 | 4.361 | -22,39 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 147.547 | -16,73 | 8.446 | -16,53 | ||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 13.099 | 55,87 | 750 | 56,37 | ||||
| 2026-02-05 | 13F | Johnson & White Wealth Management, LLC | 9.786 | 1,23 | 560 | 1,63 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 136.376 | -0,34 | 7.806 | -0,09 | ||||
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 28.542 | 13,38 | 1.634 | 13,64 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 10.221 | 3,73 | 585 | 4,09 | ||||
| 2026-01-26 | 13F | BTS Asset Management, Inc. | 20.569 | -2,13 | 1.179 | -1,83 | ||||
| 2026-01-26 | 13F | Means Investment Co., Inc. | 36.041 | -19,96 | 2.063 | -19,77 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Ruggiero Investments, Inc. | 35.964 | 2.059 | ||||||
| 2026-01-28 | 13F | Aureum Wealth Management, LLC | 83.570 | 4.784 | ||||||
| 2026-01-29 | 13F | Tanglewood Wealth Management, Inc. | 7.040 | 0,00 | 403 | 0,25 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 15.486 | 3,20 | 886 | 3,50 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.227 | 51,48 | 70 | 52,17 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 6.613 | -6,86 | 379 | -6,67 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 713.164 | 6,77 | 40.821 | 7,03 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 352.499 | 0,85 | 20.177 | 1,10 | ||||
| 2025-10-07 | 13F | Walker Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | GGM Financials LLC | 463 | -62,54 | 27 | -62,86 | ||||
| 2026-01-23 | 13F | Clarity Wealth Advisors, LLC | 65.996 | -0,17 | 3.778 | 0,08 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 137.504 | 81,05 | 7.871 | 81,50 | ||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 40.949 | -40,56 | 2.344 | -40,43 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 22.882 | -26,01 | 1.337 | -23,35 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 345.163 | 5,76 | 19.757 | 6,02 | ||||
| 2026-02-17 | 13F | EFG International AG | 250 | 14 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 686.623 | 5,59 | 39.209 | 6,06 | ||||
| 2026-01-22 | 13F | Investment Advisory Services Inc /tx /adv | 303.646 | -1,06 | 17.381 | -0,82 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 400 | 0,00 | 23 | 0,00 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 195.162 | 18,61 | 11 | 22,22 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 29.996 | 12,92 | 1.739 | 14,94 | ||||
| 2025-11-06 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 6.752 | -10,30 | 384 | -10,72 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 80.031 | 15,41 | 4.581 | 15,69 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 3.804.642 | 24,03 | 217.778 | 24,66 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 350 | 0,00 | 0 | |||||
| 2025-11-17 | 13F | IMS Capital Management | 6.774 | -2,29 | 387 | -2,03 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 67.013 | -3,24 | 3.836 | -3,01 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 9.663 | 553 | ||||||
| 2026-02-06 | 13F | Addison Advisors LLC | 650 | 0,00 | 37 | 0,00 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 23.885 | -4,65 | 1.367 | -4,41 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 433.278 | 4,71 | 24.801 | 4,96 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.124 | 64 | ||||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 150 | -81,44 | 9 | -82,61 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 99.716 | -0,33 | 5.708 | -0,09 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 38.876 | 7,58 | 2.220 | 8,03 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 193.898 | -14,67 | 11.182 | -13,83 | ||||
| 2026-01-09 | 13F | Teamwork Financial Advisors, LLC | 98.714 | -79,87 | 5.650 | -79,82 | ||||
| 2026-01-15 | 13F | Independent Investors Inc | 15.211 | 0,00 | 871 | 0,23 | ||||
| 2026-01-27 | 13F | SageGuard Financial Group, LLC | 298.448 | 17.083 | ||||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-01-23 | 13F | KG&L Capital Management,LLC | 3.954 | 2,20 | 226 | 2,73 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 148.643 | 1,05 | 8.508 | 1,30 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 137.884 | -4,63 | 7.893 | -4,40 | ||||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 31.310 | -14,92 | 1.792 | -14,71 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 66.708 | -19,01 | 3.818 | -18,82 | ||||
| 2026-01-28 | 13F | Rockingstone Advisors LLC | 13.215 | 0,76 | 756 | 1,07 | ||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 11.003 | 41,83 | 630 | 42,31 | ||||
| 2026-02-05 | 13F | Bright Futures Wealth Management, LLC. | 7.905 | -63,35 | 452 | -63,28 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 67.442 | 11,23 | 3.860 | 12,73 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 1.893.752 | -6,87 | 108 | -6,90 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 146 | -60,96 | 8 | -61,90 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 27.791 | 2,36 | 1.591 | 2,58 | ||||
| 2026-01-30 | 13F | Vivid Wealth Management, LLC | 106.436 | 1,63 | 6.092 | 1,87 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 200 | 0,00 | 11 | 0,00 | ||||
| 2026-01-21 | 13F | MBA Advisors LLC | 149.423 | 9,04 | 8.553 | 9,30 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 14.306 | -17,75 | 819 | -17,62 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 89.917 | 4,21 | 5.147 | 4,47 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 27.971 | 5,29 | 1.601 | 5,61 | ||||
| 2026-01-06 | 13F | Mallini Complete Financial Planning LLC | 290 | -0,68 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 642.316 | -2,87 | 36.821 | -2,39 | ||||
| 2026-01-12 | 13F | Lee Johnson Capital Management, Llc | 101.312 | -27,07 | 5.799 | -26,88 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 32.041 | -54,54 | 1.834 | -54,42 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 143.751 | 2,70 | 8.228 | 2,95 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 10.401 | -4,95 | 595 | -4,65 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 855 | 49 | ||||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 58.506 | 2,50 | 3.374 | 3,50 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 302.698 | -8,95 | 17.326 | -8,72 | ||||
| 2026-02-04 | 13F | Drive Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 238.173 | -1,28 | 13.633 | -1,04 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 322.969 | 22,62 | 18.487 | 23,46 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 165.893 | 0,80 | 9.449 | 1,34 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 95.255 | -14,75 | 5.452 | -14,55 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 13.620 | 30,32 | 780 | 30,70 | ||||
| 2026-01-09 | 13F | Somerset Trust Co | 32.211 | 0,21 | 1.844 | 0,44 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 25.326 | -16,89 | 1.450 | -16,72 | ||||
| 2026-02-14 | 13F | Adalta Capital Management LLC | 5.000 | 0,00 | 288 | 1,05 | ||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 4.542 | -2,80 | 260 | -2,63 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 7.284 | 4,48 | 417 | 4,77 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 7.040 | -15,59 | 403 | -15,55 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 182.946 | 0,81 | 10.472 | 1,05 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 16.812.996 | -0,97 | 962.376 | -0,73 | ||||
| 2025-10-09 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Argent Trust Co | 185.619 | -3,61 | 10.625 | -3,38 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 186.483 | -40,45 | 10.674 | -40,31 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60.044 | -40,83 | 3.437 | -40,70 | ||||
| 2026-01-16 | 13F | StoneCrest Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | FMA Wealth Management, LLC | 49.980 | 2,19 | 2.861 | 2,44 | ||||
| 2026-01-22 | 13F | Personal Cfo Solutions, Llc | 11.703 | -26,46 | 670 | -26,32 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 17 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | WealthSpring Partners, LLC | 8.126 | -13,04 | 465 | -7,00 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 6.251 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 12.950 | 741 | ||||||
| 2026-02-03 | 13F | Rezny Wealth Management, Inc. | 364.538 | -1,58 | 20.866 | -1,33 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 10.612 | 14,07 | 607 | 14,31 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 240.550 | 2,04 | 13.769 | 2,29 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 9.758 | -12,88 | 559 | -12,68 | ||||
| 2026-01-05 | 13F | Grant Private Wealth Management Inc | 30.121 | -6,53 | 1.724 | -6,25 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Requisite Capital Management, LLC | 253.178 | 8,49 | 14.600 | 9,58 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 128.845 | 8,46 | 7.357 | 8,94 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 6.555 | 0,00 | 375 | 0,27 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 15.991 | 34,29 | 915 | 34,76 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 33.662 | 1.927 | ||||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 259.111 | 14.832 | ||||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 1.961.971 | -3,17 | 112.303 | -2,94 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 105.378 | 32,94 | 6.032 | 33,25 | ||||
| 2026-01-27 | 13F | Novem Group | 22.600 | -9,42 | 1.294 | -9,20 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 6.664 | 13,03 | ||||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 16.261 | -13,16 | 931 | -13,00 | ||||
| 2026-01-23 | 13F | JM2 Capital Inc. | 9.036 | 517 | ||||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 544.117 | 23,66 | 31.956 | 27,19 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 5.239 | 215 | ||||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 11.476 | 657 | ||||||
| 2026-01-22 | 13F | Vavra Capital Management, LLC | 86.253 | 4.937 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 350.361 | -4,35 | 20.055 | -4,11 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 15.902 | 910 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 95.226 | 41,85 | 5.521 | 44,42 | ||||
| 2026-01-12 | 13F | Aurdan Capital Management, LLC | 10.263 | 0,00 | 587 | 0,17 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 17.925 | -17,28 | 1.026 | -17,06 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 2.330 | -46,77 | 133 | -46,59 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 5.920 | -7,50 | 339 | -7,40 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 52.737 | 1,40 | 3.018 | 1,62 | ||||
| 2025-11-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 3.705 | 0,00 | 212 | 0,47 | ||||
| 2026-01-14 | 13F | Wincap Financial Llc | 88.176 | 3,09 | 5.047 | 3,36 | ||||
| 2026-02-09 | 13F | Wellington Shields Capital Management, LLC | 12.930 | 0,02 | 740 | 0,27 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 4.020 | -16,60 | 230 | -16,36 | ||||
| 2026-01-12 | 13F | Howard Financial Services, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Pinnacle Wealth Management, LLC | 165.043 | 0,57 | 9.447 | 0,82 | ||||
| 2026-02-10 | 13F | Pincus Capital Management, Lp | 15.500 | 887 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 46.571 | -69,42 | 2.664 | -69,23 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 67.904 | -40,98 | 3.887 | -40,84 | ||||
| 2025-10-20 | 13F | Masso Torrence Wealth Management Inc. | 154.386 | 1,78 | 8.815 | 2,23 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 104.941 | -24,43 | 6.007 | -24,25 | ||||
| 2026-01-12 | 13F | Spinnaker Investment Group, LLC | 29.161 | 0,25 | 1.669 | 0,54 | ||||
| 2026-01-26 | 13F | Foster Victor Wealth Advisors, LLC | 13.668 | -10,58 | 798 | -8,38 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 17.064 | -9,98 | 977 | -9,80 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.650.864 | 13,10 | 94.495 | 13,38 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 23.080 | -3,55 | 1.321 | -3,29 | ||||
| 2025-11-05 | 13F | RBA Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-02 | 13F/A | Potomac Fund Management Inc /adv | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 291 | 0,00 | 17 | 0,00 | ||||
| 2026-01-05 | 13F | First Hawaiian Bank | 184.328 | 10,75 | 10.551 | 11,02 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4.984 | 290,90 | 285 | 295,83 | ||||
| 2026-01-29 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 8.617 | -17,26 | 493 | -17,00 | ||||
| 2026-03-06 | 13F | Redwood Family Wealth LLC | 5.268 | 302 | ||||||
| 2026-02-18 | 13F | Plotkin Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Rational Advisors Llc | 479.454 | -5,48 | 27.444 | -5,25 | ||||
| 2026-01-12 | 13F | Scott Capital Advisors, LLC | 146.810 | 18,74 | 8.403 | 19,43 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 181 | 0,00 | 10 | 0,00 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 27.650 | 1.583 | ||||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 79.198 | 4.533 | ||||||
| 2026-01-30 | 13F | Sigma Planning Corp | 151.743 | -20,17 | 8.688 | -19,95 | ||||
| 2026-01-29 | 13F | Matisse Capital | 8.765 | 0,69 | 502 | 0,80 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-03-16 | 13F | Bank of New Hampshire | 7.000 | -53,33 | 401 | -53,27 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 132.499 | 1,90 | 7.584 | 2,16 | ||||
| 2026-01-21 | 13F | Ergawealth Advisors, Inc. | 74.910 | -59,09 | 4.288 | -59,00 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 17 | 0,00 | 1 | |||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 255.351 | -3,01 | 14.616 | -2,77 | ||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 22.040 | 1,77 | 1.262 | 2,02 | ||||
| 2026-01-13 | 13F | 21 West Wealth Management LLC | 86.198 | -4,99 | 4.934 | -4,77 | ||||
| 2026-02-17 | 13F | Greater Midwest Financial Group, LLC | 54.804 | -45,32 | 3.137 | -45,19 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 32.580 | -11,73 | 1.865 | -11,53 | ||||
| 2026-01-21 | 13F | Canton Hathaway, LLC | 1.950 | 0,00 | 112 | 0,00 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 5.595 | 29,16 | 320 | 29,55 | ||||
| 2026-01-09 | 13F | BOS Asset Management, LLC | 5.213 | 0,00 | 298 | 0,34 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 35.462 | -41,92 | 2.045 | -41,34 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 88.045 | 0,86 | 5.040 | 1,10 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 5.071 | -2,37 | 290 | -2,03 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 83.900 | -1,48 | 4.802 | -1,23 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 32.449 | 2,53 | 1.895 | 5,51 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 128.609 | 61,78 | 7.362 | 62,17 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 497.524 | 10,91 | 28.478 | 11,18 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 31.820.375 | -3,42 | 1.821.398 | -3,18 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 18.997 | -2,43 | 1.087 | -2,16 | ||||
| 2026-01-29 | 13F | West Bancorporation Inc | 12.300 | -2,77 | 704 | -2,49 | ||||
| 2025-11-04 | 13F | Essex Savings Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 9.745 | 558 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 5.694.209 | -11,38 | 326.048 | -11,17 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 4.174 | 3,73 | 239 | 4,39 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 1.105.887 | 2,98 | 63.301 | 3,23 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 75.537 | 4.356 | ||||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 11.122 | 1,83 | 637 | 2,09 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 3.861 | 221 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 76.560 | -6,94 | 4.382 | -6,71 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 65.196 | 48,04 | 3.475 | 38,19 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 77.084 | 4,09 | 4.445 | 5,13 | ||||
| 2026-01-13 | 13F | Waller Financial Planning Group, Inc | 6.855 | -10,39 | 392 | -10,09 | ||||
| 2026-01-09 | 13F | Friday Financial | 3.620 | 0,00 | 207 | 0,49 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 285.063 | 7,21 | 16.317 | 7,48 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.013.656 | 19,52 | 58.140 | 20,06 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 2.692.604 | 1,36 | 154 | 1,99 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 32.768 | 14,03 | 1.876 | 14,33 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 23.198 | -9,12 | 1.328 | -8,92 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 16.565 | -71,81 | 948 | -71,74 | ||||
| 2026-02-11 | 13F | Lifestyle Asset Management, Inc. | 47.527 | 6,89 | 2.720 | 7,17 | ||||
| 2026-01-28 | 13F | PMG Family Office LLC | 36.271 | -2,76 | 2.092 | -1,78 | ||||
| 2026-02-09 | 13F | Beck Bode, LLC | 6.780 | -7,36 | 388 | -6,95 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 1.856 | 0,00 | 106 | 0,95 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 1.602 | -4,01 | 92 | -4,21 | ||||
| 2025-10-24 | 13F | Opal Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 3.671 | -73,47 | 210 | -73,38 | ||||
| 2026-02-04 | 13F | MADDEN SECURITIES Corp | 83.078 | -36,81 | 4.755 | -36,65 | ||||
| 2026-01-20 | 13F | J2 Capital Management Inc | 64.237 | 3,05 | 3.677 | 3,29 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 302.296 | 992,27 | 17.303 | 995,13 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 180.345 | 9,54 | 10.323 | 9,80 | ||||
| 2026-01-16 | 13F | Taylor & Morgan Wealth Management, LLC | 12.667 | -12,71 | 725 | -12,44 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 257.089 | 11,46 | 14.716 | 11,73 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 647.439 | 26,58 | 37.059 | 26,89 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 148.488 | 6,41 | 8.563 | 7,47 | ||||
| 2026-01-28 | 13F | Palacios Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Occidental Asset Management, LLC | 3.895 | 223 | ||||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 5.394 | -1,61 | 309 | -1,60 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 67.353 | 1,28 | 3.855 | 1,53 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 3.954 | 226 | ||||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 190 | 0 | ||||||
| 2026-02-09 | 13F | Melia Wealth LLC | 390.963 | 1,59 | 22.379 | 1,83 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 25.977 | 18,35 | 1.487 | 18,60 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 267.487 | 2,59 | 15.311 | 2,84 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 75.341 | 34,08 | 4.313 | 34,41 | ||||
| 2026-02-20 | 13F | White Knight Strategic Wealth Advisors, LLC | 19.811 | 13,85 | 1.134 | 14,20 | ||||
| 2026-01-21 | 13F | Mainstream Capital Management LLC | 28.649 | -2,44 | 1.640 | -2,21 | ||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 61.080 | -2,94 | 3.496 | -2,70 | ||||
| 2026-02-13 | 13F | Mlp3, Llc | 35.812 | 2.050 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 18.222 | -16,64 | 1.043 | -16,43 | ||||
| 2026-01-08 | 13F | Sanders Morris Harris Llc | 10.072 | -26,45 | 584 | -25,22 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 7.528 | -19,51 | 431 | -19,48 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 184.325 | -2,80 | 10.551 | -2,57 | ||||
| 2026-02-12 | 13F | Andina Capital Management, LLC | 24.817 | -5,93 | 1.421 | -5,71 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 7.640 | -3,13 | 437 | -2,89 | ||||
| 2026-01-23 | 13F | Kelly Financial Group Llc | 3.915 | 9,51 | 226 | 10,29 | ||||
| 2026-02-13 | 13F | Virtus ETF Advisers LLC | 53 | -10,17 | 3 | 0,00 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 1.659 | -7,58 | 95 | -7,84 | ||||
| 2026-02-12 | 13F | LWM Advisory Services, LLC | 5.515 | 316 | ||||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 2.157 | -83,05 | 123 | -83,06 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 283.836 | 2,96 | 16.247 | 3,21 | ||||
| 2026-02-10 | 13F | Nvest Financial, LLC | 3.933 | 1,92 | 225 | 2,27 | ||||
| 2026-01-27 | 13F | Davies Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Navalign, LLC | 2.296 | 131 | ||||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 66.966 | -2,19 | 3.833 | -1,94 | ||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 284.292 | 7,65 | 16.273 | 7,91 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 13.530 | 1,85 | 1 | |||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 58.737 | 90,97 | 3.362 | 91,46 | ||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 47.015 | 1,31 | 2.691 | 1,59 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 18.332 | -44,25 | 1.049 | -44,11 | ||||
| 2026-02-17 | 13F | Power Wealth Management Llc | 189.100 | 1,75 | 10.824 | 2,01 | ||||
| 2025-11-14 | 13F | M&t Bank Corp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | CAP Partners, LLC | 58.269 | -1,87 | 3.335 | -1,62 | ||||
| 2026-01-15 | 13F | Cherry Creek Investment Advisors, Inc. | 9.941 | -23,90 | 569 | -23,62 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 194.526 | 11.135 | ||||||
| 2025-11-13 | 13F | Promus Capital, LLC | 1.600 | 91 | ||||||
| 2026-01-22 | 13F | Venturi Wealth Management, LLC | 7.201 | 24,28 | 412 | 24,85 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 409 | 0,00 | 23 | 0,00 | ||||
| 2026-02-13 | 13F | Spahn Wealth & Retirement LLC | 0 | -100,00 | 0 | |||||
| 2025-10-16 | 13F | Fortress Wealth Management, Inc. | 10.265 | -2,55 | 586 | -2,01 | ||||
| 2026-02-04 | 13F | ELCO Management Co., LLC | 29.000 | -1,36 | 1.660 | -1,13 | ||||
| 2026-01-26 | 13F | Financial Guidance Group, Inc. | 221.157 | 15,54 | 12.659 | 15,83 | ||||
| 2026-01-29 | 13F | Koa Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 2.594 | 0,00 | 148 | 0,00 | ||||
| 2026-01-21 | 13F | South Shore Capital Advisors | 4.362 | 250 | ||||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 1.279.949 | 12,84 | 73.264 | 13,11 | ||||
| 2026-02-13 | 13F | L2 Asset Management, LLC | 22.476 | 160,35 | 1.287 | 161,38 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 12.820 | 8,48 | 735 | 8,74 | ||||
| 2026-01-28 | 13F | Columbia Asset Management | 6.894 | 0,00 | 395 | 0,25 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 6.358 | -83,89 | 364 | -83,89 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 4.959 | -8,83 | 284 | -8,71 | ||||
| 2026-01-29 | 13F | RMR Wealth Builders | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 72.130 | -15,03 | 4.129 | -14,83 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 67.938 | -5,84 | 3.889 | -5,61 | ||||
| 2026-01-21 | 13F/A | Main Line Retirement Advisors, LLC | 19.930 | 20,21 | 1.141 | 20,51 | ||||
| 2026-02-02 | 13F | SevenBridge Financial Group, LLC | 17.503 | -21,42 | 1.026 | -19,61 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 8.663 | -16,25 | 496 | -16,10 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 3.258 | -19,18 | 187 | -19,13 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 4.255.018 | -10,54 | 243.557 | 89.773,43 | ||||
| 2026-01-23 | 13F | Westbourne Investment Advisors, Inc. | 18.300 | 5,17 | 1.047 | 5,44 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 4.588 | 0,00 | 267 | 3,10 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 540 | 3,25 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Accel Wealth Management | 3.873 | -32,88 | 222 | -32,83 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 304.966 | -4,02 | 17.583 | -3,09 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 151.892 | -34,96 | 8.694 | -34,80 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 5.440 | 190,91 | 311 | 193,40 | ||||
| 2026-02-13 | 13F | Tenzing Financial LLC | 291.052 | 16.660 | ||||||
| 2026-02-17 | 13F | Note Advisors, LLC | 37.501 | 8,20 | 2.182 | 10,31 | ||||
| 2026-01-28 | 13F | Cora Capital Advisors Llc | 42.463 | -4,89 | 2.431 | -4,67 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 24.345 | 6,25 | 1.394 | 6,50 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 357.391 | 0,62 | 20.457 | 0,87 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 10.245 | 0,30 | 586 | 0,51 | ||||
| 2026-01-07 | 13F | Lakeridge Wealth Management LLC | 12.609 | 1,78 | 722 | 1,98 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 403.182 | 2,09 | 23.032 | 2,13 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 76.652 | 2,14 | 4.388 | 2,40 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 61 | 7,02 | 4 | 0,00 | ||||
| 2026-01-29 | 13F | J. Team Financial, Inc. | 93.641 | 2,33 | 5.360 | 2,58 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 526.834 | -15,11 | 30.156 | -14,90 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 35.254 | -18,56 | 2.018 | -18,37 | ||||
| 2026-02-12 | 13F | Empire Financial Management Company, LLC | 68.520 | -1,01 | 3.922 | -0,76 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 4.491 | 10,29 | 257 | 10,78 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 21.287 | -7,54 | 1.218 | -7,31 | ||||
| 2026-02-17 | 13F | Fmr Llc | 9.810 | 1.295,45 | 562 | 1.302,50 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 10.986 | 13,96 | 629 | 14,18 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 35.774 | 67,36 | 2.053 | 68,20 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 12.267 | 702 | ||||||
| 2026-01-27 | 13F | Friedenthal Financial | 869 | 50 | ||||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 72.955 | 9,43 | 4.207 | 10,54 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | DB&C Advisors, LLC | 26.704 | 1.529 | ||||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 42.895 | 2.474 | ||||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 3.961 | 0,00 | 228 | 0,88 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 6.612 | 5,35 | 378 | 5,59 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 2.989 | 2,05 | 171 | 2,40 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 22.475 | 1.286 | ||||||
| 2026-01-27 | 13F | ZEGA Investments, LLC | 4.896 | -89,46 | 280 | -89,44 | ||||
| 2025-10-31 | 13F | Mendel Capital Management LLC | 20.482 | 2,37 | 1.170 | 2,81 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 864 | -58,62 | 49 | -58,82 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 385.563 | -0,82 | 22.070 | -0,58 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 38.406 | 32,93 | 2.198 | 33,29 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 70.606 | -31,79 | 4.042 | -31,62 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 166.298 | -7,28 | 9.519 | -7,06 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 5.810 | 1,04 | 333 | 1,22 | ||||
| 2026-02-14 | 13F | American Trust | 63.308 | 1,94 | 3.624 | 2,17 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 86.819 | 22,21 | 4.970 | 22,51 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 7.916.784 | -1,87 | 453.156 | -1,63 | ||||
| 2026-01-05 | 13F | Legacy Wealth Management, LLC / MS | 6.267 | 0,00 | 359 | 0,28 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 35.696 | -2,13 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Boyer Financial Services, Inc. | 3.495 | 200 | ||||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 38.624 | 151,43 | 2.211 | 152,00 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 5.400 | 0,00 | 309 | 0,32 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 329 | 19 | ||||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 100 | -70,59 | 6 | -73,68 | ||||
| 2025-10-16 | 13F | Weatherly Asset Management L. P. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 86 | -33,85 | 5 | -42,86 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 1 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Solidarilty Wealth, LLC | 5.005 | -0,22 | 292 | 2,10 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 8.846 | -1,48 | 506 | -2,13 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 2.829.128 | -5,16 | 161.939 | -4,92 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 62.333 | 0,02 | 214 | 0,47 | ||||
| 2026-01-26 | 13F | SMART Wealth LLC | 108.881 | 1,48 | 6.232 | 1,73 | ||||
| 2025-10-27 | 13F | Meadow Creek Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 6.506 | 517,27 | 373 | -29,28 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 448 | 1,82 | 26 | 0,00 | ||||
| 2026-01-09 | 13F | Capstone Wealth Management Group LLC | 69.202 | 1,90 | 3.961 | 2,17 | ||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 5.445 | 312 | ||||||
| 2026-01-28 | 13F | SP Asset Management LLC | 5.341 | 1,25 | 306 | 1,33 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 400 | 0,00 | 23 | 0,00 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 3.812 | 218 | ||||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 53.549 | 3.065 | ||||||
| 2025-12-16 | 13F | Keel Point, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 49.064 | -0,02 | 2.808 | 0,21 | ||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 4.927 | -0,87 | 282 | -0,35 | ||||
| 2026-02-10 | 13F | Resolute Capital, Llc | 32.620 | 1.867 | ||||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 65.557 | -4,28 | 3.753 | -4,04 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Advisor Resource Council | 6.067 | 354 | ||||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 3.456 | 202 | ||||||
| 2026-01-28 | 13F | Glassman Wealth Services | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Peregrine Asset Advisers, Inc. | 91.234 | 5.222 | ||||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 150 | 0,00 | 9 | 0,00 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 4.105 | -10,95 | 235 | -11,03 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 76.307 | -24,53 | 4.368 | -24,35 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 29.735 | -73,30 | 1.702 | -73,23 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 54.340 | 3,15 | 3.110 | 3,39 | ||||
| 2026-01-26 | 13F | Code Waechter LLC | 21.880 | 3,04 | 1.252 | 3,73 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 299.297 | -5,67 | 17 | -5,56 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 3.868 | 95,25 | 221 | 95,58 | ||||
| 2026-01-07 | 13F | Fragasso Group Inc. | 63.686 | -1,13 | 3.645 | -0,76 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 7.361 | 1,83 | 421 | 2,18 | ||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 4.460 | -0,62 | 255 | -0,39 | ||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 73.005 | -4,10 | 4.179 | -3,87 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 7.788 | 10,66 | 446 | 10,97 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 9.820 | 17,73 | 562 | 18,07 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 12.834 | -10,46 | 735 | -10,27 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 341.189 | -38,42 | 19.482 | -38,15 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 26.918 | 3,58 | 1.541 | 3,84 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 5.755 | 0,00 | 329 | 0,30 | ||||
| 2026-01-21 | 13F | ProCore Advisors, LLC | 17.350 | 993 | ||||||
| 2025-10-07 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 10.599 | -2,07 | 607 | -1,94 | ||||
| 2026-01-15 | 13F | Hengehold Capital Management Llc | 5.625 | 1,15 | 322 | 1,26 | ||||
| 2026-01-27 | 13F | Benchmark Financial, LLC | 63.230 | 3.619 | ||||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 504 | 29 | ||||||
| 2026-02-11 | 13F | OneAscent Family Office, LLC | 36.565 | 1,88 | 2.093 | 2,10 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 3.824 | 219 | ||||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 37.456 | 2,85 | 2.160 | 3,85 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 1.575 | 90 | ||||||
| 2026-01-27 | 13F | First Horizon Corp | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 101 | -87,15 | 6 | -88,64 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 22.302 | 12,70 | 1.277 | 13,02 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 705 | 0,00 | 41 | 0,00 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 44.928 | 2.591 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 4.175.885 | -1,69 | 239.028 | -1,45 | ||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 7.104 | 0,00 | 407 | 0,25 | ||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 12.478 | -52,74 | 714 | -52,62 | ||||
| 2026-01-29 | 13F | Integras Partners LLC | 42.162 | 1,25 | 2.413 | 1,51 | ||||
| 2026-02-09 | 13F | Rooted Wealth Advisors, Inc. | 226.439 | -19,22 | 13.265 | -17,03 | ||||
| 2026-01-07 | 13F | IAM Advisory, LLC | 16.132 | 1,43 | 923 | 1,65 | ||||
| 2026-02-04 | 13F | Fairway Financial, LLC | 68.645 | 2,94 | 3.929 | 3,20 | ||||
| 2026-02-02 | 13F | Welch Financial Planning, LLC | 5.985 | 343 | ||||||
| 2025-11-03 | 13F | Alpha Cubed Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Sun Financial Inc | 19.005 | 1.088 | ||||||
| 2026-02-13 | 13F | Journey Strategic Wealth Llc | 6.508 | -38,55 | 373 | -38,41 | ||||
| 2026-02-02 | 13F | Dudley Capital Management, Llc | 4.872 | -0,02 | 279 | 0,00 | ||||
| 2026-02-12 | 13F | Mosley Wealth Management | 235.850 | 2,48 | 13.422 | -1,05 | ||||
| 2026-01-14 | 13F | Chris Bulman Inc | 5.668 | 0,80 | 324 | 0,93 | ||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 5.400 | 0,00 | 309 | 0,32 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 164.605 | 9.544 | ||||||
| 2026-01-28 | 13F | Mountain Capital Investment Advisors, Inc | 300.208 | 5,32 | 17.595 | 8,58 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 1.009.325 | 5,91 | 57.774 | 6,17 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 287.937 | 0,59 | 16.695 | 2,14 | ||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 4.258 | 244 | ||||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 4.137 | -16,42 | 237 | -16,01 | ||||
| 2026-01-07 | 13F | KFA Private Wealth Group, LLC | 9.515 | -16,83 | 545 | -16,69 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 361.062 | -42,99 | 20.667 | -42,85 | ||||
| 2026-02-20 | 13F | Bauman Advisory Group, LLC | 80.815 | 4.626 | ||||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 23.381 | 1.348 | ||||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 1.853.767 | 3.477,60 | 106.110 | 3.487,19 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 85.786 | -7,21 | 4.910 | -6,99 | ||||
| 2025-11-12 | 13F | Operose Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Fortress Private Ledger, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 362.648 | 13,06 | 21.171 | 15,34 | ||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 243 | -84,49 | 14 | -85,39 | ||||
| 2026-01-26 | 13F | Quattro Financial Advisors Llc | 5.598 | 0,00 | 320 | 0,31 | ||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 48.330 | 1,47 | 2.769 | 2,03 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 8.150 | 6,54 | 467 | 6,88 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 77.203 | 8,33 | 4.423 | 8,70 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 34.350 | -13,86 | 1.966 | -13,62 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 87.708 | 11,06 | 5.020 | 11,33 | ||||
| 2026-01-08 | 13F | Fermata Advisors, LLC | 230.629 | 0,45 | 13.201 | 0,70 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 17.956 | -17,26 | 1.028 | -17,11 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 22.617 | 30,90 | 1.295 | 31,24 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 8.161 | -2,16 | 467 | -1,89 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 183.284 | -1,49 | 10 | 0,00 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 3.465 | 0,64 | 198 | 1,02 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 121.000 | -3,20 | 6.926 | -2,96 | |||
| 2026-02-12 | 13F | BlackRock, Inc. | 27.711 | -10,51 | 1.586 | -10,29 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 91.393 | 358,27 | 5.231 | 359,67 | ||||
| 2025-11-14 | 13F | Consultiva Wealth Management, Corp. | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Outlook Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 371.626 | 7,82 | 21.272 | 8,08 | ||||
| 2026-02-13 | 13F | QTR Family Wealth, LLC | 4.500 | 0,00 | 266 | 3,91 | ||||
| 2026-01-07 | 13F | Sulzberger Capital Advisors, Inc. | 71.066 | 30,48 | 4.068 | 30,81 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 511.200 | 15,68 | 29.261 | 15,97 | |||
| 2026-02-04 | 13F | Prosperitas Financial LLC | 26.077 | 3,90 | 1.493 | 4,12 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 126.512 | 5,63 | 7.242 | 5,89 | ||||
| 2026-02-02 | 13F | Hidden Cove Wealth Management, LLC | 3.840 | 220 | ||||||
| 2026-01-27 | 13F | Able Wealth Management LLC | 4.610 | -11,89 | 264 | -11,74 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 6.957 | 398 | ||||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 5.742 | 1,92 | 329 | 2,18 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 55.794 | 9,11 | 3.194 | 9,39 | ||||
| 2026-02-06 | 13F | Hexagon Capital Partners LLC | 59.831 | 14,86 | 3.425 | 15,13 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 1.038 | 1,96 | 59 | 1,72 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 17.922 | 5,69 | 1.026 | 5,89 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 6.368 | -31,45 | 365 | -31,32 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 243.732 | 36,61 | 13.951 | 36,95 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 1.039 | 204,69 | 59 | 210,53 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 9.299 | 6,90 | 532 | 7,26 | ||||
| 2026-02-10 | 13F | Carnegie Lake Advisors LLC | 15.027 | -0,66 | 860 | -0,35 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 137.314 | 45,59 | 7.510 | 39,46 | ||||
| 2026-01-20 | 13F/A | Miller Wealth Advisors, Llc | 382 | -21,72 | 22 | -22,22 | ||||
| 2026-01-20 | 13F | Kavar Capital Partners Group, Llc | 3.584 | 205 | ||||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 22.786 | -1,50 | 1.304 | -1,21 | ||||
| 2026-02-12 | 13F | Hilton Capital Management, LLC | 188.065 | -72,62 | 10.765 | -72,56 | ||||
| 2026-02-02 | 13F | Riverchase Wealth Management, Llc | 8.474 | 0,41 | 485 | 0,83 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 61.271 | -9,88 | 3.507 | -9,66 | ||||
| 2026-02-13 | 13F | Seven Mile Advisory | 3.520 | 0,00 | 201 | 0,50 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 218.414 | -1,89 | 12.471 | -1,45 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 34.675 | 40,45 | 2.024 | 44,29 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 116.188 | -19,84 | 6.789 | -17,64 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 786 | 0,00 | 45 | 0,00 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 35.214 | -20,90 | 2.016 | -20,70 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 37.058 | 6,23 | 2.121 | 6,53 | ||||
| 2025-11-14 | 13F | Prudential Plc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.079.471 | -4,62 | 176.269 | -4,39 | ||||
| 2026-01-14 | 13F | Smith Thornton Advisors LLC | 4.802 | 1,27 | 275 | 1,48 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 13.431 | 245,54 | 769 | 245,95 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 7.435 | 0,00 | 426 | 0,24 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 362 | 0,00 | 21 | 0,00 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Annex Advisory Services, LLC | 4.775 | -53,26 | 273 | -53,17 | ||||
| 2026-01-27 | 13F | Finivi Inc. | 4.896 | 280 | ||||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 11.225 | 2,51 | 643 | 2,72 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 2.026 | 118 | ||||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 38.048 | -6,78 | 2.178 | -6,57 | ||||
| 2026-01-14 | 13F | Crumly & Associates Inc. | 8.837 | -0,06 | 506 | 0,20 | ||||
| 2026-01-29 | 13F | BKM Wealth Management, LLC | 30.510 | 3,49 | 1.746 | 3,74 | ||||
| 2026-02-11 | 13F | Gaddis Premier Wealth Advisors LLC | 5.374 | 308 | ||||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 58.432 | 8,09 | 3.344 | 8,33 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 23.955 | -15,59 | 1.371 | -15,37 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 198.478 | 40,79 | 4.906 | -39,06 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 1.373 | 0,00 | 79 | 0,00 | ||||
| 2026-02-13 | 13F | Fidelis Wealth Advisors LLC | 14.496 | 830 | ||||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 39.836 | 0,23 | 2.280 | 0,48 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 2.236 | 128 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 503.929 | -34,72 | 28.845 | -34,56 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 85.515 | 4.895 | ||||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 137.476 | -3,26 | 7.941 | -1,82 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 4.906 | -0,35 | 281 | -0,36 | ||||
| 2025-11-14 | 13F | Fort Point Capital Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 500 | 0 | ||||||
| 2026-01-30 | 13F | Activest Wealth Management | 11.083 | 0,50 | 634 | 0,79 | ||||
| 2026-01-23 | 13F | SimpliFi, Inc. | 7.635 | 1,90 | 437 | 2,34 | ||||
| 2025-11-12 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 19.520 | 1.143 | ||||||
| 2026-02-05 | 13F | Rahlfs Capital, Llc | 46.197 | -3,25 | 2.644 | -3,01 | ||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 3.723 | -44,27 | 213 | -44,09 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 80.678 | 0,41 | 4.618 | 0,63 | ||||
| 2026-02-03 | 13F | Encompass More Asset Management | 13.228 | 211,17 | 757 | 212,81 | ||||
| 2026-01-27 | 13F | Stillwater Wealth Management Group | 3.870 | 2,65 | 222 | 2,79 | ||||
| 2026-02-05 | 13F | Thayer Partners, LLC / MA | 92.708 | 5.307 | ||||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 33.307 | 238,35 | 1.907 | 239,15 | ||||
| 2026-02-04 | 13F | Tepp RIA, LLC | 6.008 | -5,71 | 344 | -5,51 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 1.026 | -7,90 | 59 | -7,94 | ||||
| 2026-01-29 | 13F | Bravias Capital Group, LLC | 22.011 | 61,76 | 1.260 | 62,24 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hudock, Inc. | 5.100 | 4,29 | 292 | 4,30 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Opinicus Capital, Inc. | 3.745 | 214 | ||||||
| 2026-02-11 | 13F | Entelevest, LLC | 7.501 | 429 | ||||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Teucrium Investment Advisors, LLC | 23.905 | 1.368 | ||||||
| 2026-01-23 | 13F | Fortress Financial Solutions, LLC | 55.445 | 12,37 | 3.174 | 12,64 | ||||
| 2026-02-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 6.449 | 2,72 | 369 | 3,07 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 18.873 | -3,12 | 1.080 | -2,88 | ||||
| 2026-01-16 | 13F | Mattern Wealth Management LLC | 9.954 | 2,58 | 570 | 2,71 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 105.478 | 45,07 | 6.038 | 45,43 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 48 | 3 | ||||||
| 2026-01-13 | 13F | Regatta Capital Group, Llc | 9.410 | 5,84 | 539 | 6,11 | ||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 34.301 | 17,45 | 1.963 | 17,76 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 996 | 0,00 | 57 | 0,00 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 42.463 | -0,22 | 2.431 | 0,04 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 58.183 | 27,44 | 3.330 | 27,73 | ||||
| 2026-01-21 | 13F | Planning Directions Inc | 56.136 | 0,42 | 3.213 | 0,69 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Patron Partners Advisors, Llc | 6.110 | 39,82 | 350 | 40,16 | ||||
| 2026-02-12 | 13F | Advisory Resource Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Park Edge Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 57.735 | -70,02 | 3 | -70,00 | ||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 16.139 | 11,87 | 931 | 13,00 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 263.716 | 0,71 | 15 | 7,14 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 600 | 34 | ||||||
| 2026-02-06 | 13F | Little House Capital Llc | 61.118 | -8,75 | 3.498 | -8,53 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 1.128 | 1,90 | 65 | 3,17 | ||||
| 2025-10-30 | 13F | Williams & Novak, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Generation Capital Management LLC | 29.632 | 8,15 | 1.696 | 8,44 | ||||
| 2026-01-20 | 13F | St. Clair Advisors, LLC | 264.308 | 0,88 | 15.129 | 1,14 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 161.272 | 0,60 | 9.231 | 0,85 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 4.810 | 0,00 | 275 | 0,36 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 87.464 | 4,68 | 5.006 | 4,95 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 11.494 | -5,72 | 658 | -5,60 | ||||
| 2026-02-10 | 13F | Bridge Generations Wealth Management Llc | 21 | 0,00 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 37.778 | -38,29 | 2.162 | -38,14 | ||||
| 2026-01-06 | 13F | RDA Financial Network | 77.589 | -0,83 | 4.441 | -0,58 | ||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 196 | 1,55 | 11 | 0,00 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 80.067 | -1,66 | 4.583 | -1,40 | ||||
| 2026-02-09 | 13F | Eaton Financial Holdings Company, LLC | 269.304 | 2,14 | 15.415 | 2,38 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 34.778 | -1,58 | 1.996 | -1,04 | ||||
| 2026-01-23 | 13F | Retirement Guys Formula Llc | 75.174 | 2,53 | 4.303 | 2,77 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 529 | 30 | ||||||
| 2026-02-05 | 13F | Millennium Capital Advisors, LLC | 22.181 | -0,02 | 1.270 | 0,24 | ||||
| 2026-02-06 | 13F | Kennedy Investment Group | 81.971 | -27,44 | 4.692 | -27,27 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 26.800 | 82,31 | 1.527 | 83,41 | |||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 8.800 | 501 | |||||
| 2026-01-12 | 13F | Wealth Management Partners, LLC | 6.823 | 9,15 | 391 | 9,55 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 45.736 | 0,68 | 2.637 | 1,58 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 5.423 | 19,42 | 310 | 19,69 | ||||
| 2025-11-06 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Change Path, LLC | 215.423 | -4,79 | 12.331 | -4,56 | ||||
| 2026-01-07 | 13F | Lake Street Financial Llc | 118.786 | -4,11 | 6.799 | -3,87 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 3.732 | 0,86 | 214 | 0,95 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 450.908 | 7,08 | 25.810 | 7,34 | ||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 7.134 | 6,32 | 408 | 6,53 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 7.114 | 12,47 | 407 | 12,74 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 224.486 | 7,22 | 12.850 | 7,48 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 180.974 | -0,17 | 10.359 | 0,08 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 13.854 | 793 | ||||||
| 2026-01-21 | 13F | 4wealth Advisors, Inc. | 77.896 | 1,02 | 4.459 | 1,25 | ||||
| 2025-10-17 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 7.530 | -17,23 | 431 | -16,96 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 47.720 | -26,01 | 2.731 | -25,83 | ||||
| 2026-02-10 | 13F | Gill Capital Partners, Llc | 50.631 | -8,43 | 2.898 | -8,20 | ||||
| 2026-01-28 | 13F | Quaker Wealth Management, LLC | 52 | 0,00 | 3 | 0,00 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 91.377 | 11,28 | 5.230 | 11,56 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 3.973 | 893,25 | 229 | 940,91 | ||||
| 2026-02-02 | 13F | Grantvest Financial Group LLC | 61.405 | 43,72 | 3.515 | 44,08 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 93.446 | -69,92 | 5.349 | -69,85 | ||||
| 2026-01-21 | 13F | Register Financial Advisors LLC | 63.424 | -0,79 | 3.630 | -0,55 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 4.177 | 239 | ||||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 94.553 | 12,15 | 5.412 | 12,42 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Goldstone Financial Group, LLC | 50.822 | 6,10 | 2.909 | 6,36 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 7.284 | -91,11 | 417 | -91,11 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 204.290 | 2,93 | 11.694 | 3,19 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 12.252 | -4,71 | 701 | -4,50 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 134 | 8 | ||||||
| 2026-02-03 | 13F | Tranquility Partners, LLC | 14.289 | -4,98 | 818 | -4,78 | ||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 25.024 | 1.432 | ||||||
| 2026-01-12 | 13F | RoundAngle Advisors LLC | 22.191 | -1,28 | 1.270 | -1,01 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 117 | 588,24 | 7 | |||||
| 2026-01-23 | 13F | Avion Wealth | 490 | -80,31 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 50.786 | -0,77 | 2.907 | -0,51 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 25.823 | 10,84 | 1.526 | 15,26 | ||||
| 2026-01-15 | 13F | 4J Wealth Management LLC | 8.604 | 0,00 | 492 | 0,20 | ||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 26.083 | 20,00 | 1.493 | 20,23 | ||||
| 2026-01-29 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Fortis Advisors, LLC | 10.027 | 1,91 | 574 | 2,14 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-14 | 13F | Advisors Management Group Inc /adv | 294.570 | -1,82 | 17 | -5,88 | ||||
| 2026-02-10 | 13F | Vigil Wealth Management, LLC | 6.744 | 386 | ||||||
| 2026-02-03 | 13F | Plan Group Financial, LLC | 10.851 | 56,13 | 621 | 56,82 | ||||
| 2025-11-13 | 13F | VGI Partners Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 23.248 | -1,91 | 1.331 | -1,70 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 6.670 | 3,09 | 382 | 3,80 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 1.176 | 0,09 | 67 | 0,00 | ||||
| 2026-01-23 | 13F | Bouvel Investment Partners, LLC | 145.588 | 7,30 | 8.333 | 7,56 | ||||
| 2026-02-09 | 13F | Cypress Capital Management LLC (WY) | 16.260 | -32,43 | 938 | -31,76 | ||||
| 2026-03-05 | 13F | Bayban | 1.640 | 94 | ||||||
| 2025-10-24 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 7.957 | -58,26 | 455 | -58,18 | ||||
| 2026-02-03 | 13F | Red Crane Wealth Management, Llc | 13.580 | 0,28 | 777 | 0,52 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 42 | 2 | ||||||
| 2026-01-07 | 13F | Sandbox Financial Partners, LLC | 197.674 | -0,36 | 11.315 | -0,12 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 475.841 | 6,62 | 27.237 | 6,88 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 32.265 | 517,04 | 1.847 | 519,46 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 208 | 1,96 | 12 | 0,00 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 198 | -50,00 | 11 | -50,00 | ||||
| 2026-02-17 | 13F | Core Wealth Partners LLC | 6.033 | 345 | ||||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 280 | 0,00 | 16 | 6,67 | ||||
| 2026-01-07 | 13F | Private Client Services, Llc | 64.326 | 8,78 | 3.682 | 9,06 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 41.233 | 17,84 | 2.360 | 18,12 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 596 | 34 | ||||||
| 2026-01-20 | 13F | Moseley Investment Management Inc | 46.321 | 6,22 | 2.651 | 6,47 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 13.756 | -9,57 | 787 | -9,33 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 5.339 | -87,75 | 306 | -87,74 | ||||
| 2026-02-09 | 13F | TrustBank | 69.668 | 3.988 | ||||||
| 2025-10-20 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 337.987 | 519,05 | 19.346 | 520,66 | ||||
| 2026-02-13 | 13F | Vienna Asset Management LLC | 56.318 | -53,76 | 3.224 | -53,65 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 32 | 2 | ||||||
| 2026-01-08 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4.892 | 18,08 | 280 | 18,64 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 177.251 | -0,00 | 10.146 | 0,26 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 5.665 | 324 | ||||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 7.109 | -17,87 | 407 | -17,81 | ||||
| 2026-01-22 | 13F | Centennial Advisors, LLC | 59.991 | 3.434 | ||||||
| 2026-02-17 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 30.355 | -3,24 | 1.738 | -3,02 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 5.504 | 1.428,89 | 315 | 1.475,00 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 13.313 | -32,58 | 762 | -32,39 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 4.233 | 242 | ||||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 24.624 | -0,24 | 1.409 | 0,00 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4.512 | -24,13 | 258 | -23,89 | ||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 14.797 | 36,95 | 847 | 37,34 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 188.309 | -7,77 | 10.779 | -7,02 | ||||
| 2026-01-20 | 13F | Cornell Pochily Investment Advisors, Inc. | 8.103 | -8,80 | 464 | -8,68 | ||||
| 2026-02-05 | 13F | Landmark Wealth Management, LLC | 4.439 | 2,59 | 254 | 2,83 | ||||
| 2026-01-02 | 13F | First Financial Bank - Trust Division | 605.468 | 7,37 | 34.657 | 7,63 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 14.613 | -2,28 | 836 | -1,99 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 10.191 | -2,76 | 583 | -2,51 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 8.319 | -0,55 | 476 | -0,21 | ||||
| 2025-10-09 | 13F | Divergent Planning, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Croban | 35.710 | -0,33 | 2.044 | -0,10 | ||||
| 2026-01-29 | 13F | Merkkuri Wealth Advisors LLC | 89.421 | -0,50 | 5.118 | -0,25 | ||||
| 2026-02-12 | 13F | Helium Advisors LLC | 33.947 | -21,78 | 1.943 | -21,59 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 65.886 | 12,80 | 3.771 | 13,07 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 143.531 | -7,34 | 8.216 | -7,11 | ||||
| 2026-01-13 | 13F | Kelly Financial Services LLC | 30.225 | 18,45 | 1.730 | 18,74 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 619.861 | -3,76 | 35.481 | -3,52 | ||||
| 2026-02-06 | 13F | Aspen Investment Management Inc | 25.707 | 1 | ||||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 325 | 2,20 | 19 | 0,00 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 35.526 | 15,90 | 2.034 | 16,17 | ||||
| 2026-01-12 | 13F | Thompson Davis & Co., Inc. | 7.050 | -7,03 | 404 | -6,71 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 14.232 | 815 | ||||||
| 2026-01-15 | 13F | Community Financial Services Group, LLC | 114.394 | -1,49 | 6.548 | -1,25 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 26.483 | -17,84 | 1.516 | -17,66 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 45 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 61.562 | -58,61 | 3.558 | -58,11 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 504 | 2,02 | 29 | 3,57 | ||||
| 2026-01-22 | 13F | Madrona Financial Services, LLC | 82.493 | 1,70 | 4.722 | 1,94 | ||||
| 2026-01-21 | 13F | TigerOak Management, L.L.C. | 378.364 | 0,92 | 21.658 | 1,17 | ||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 18.772 | -14,94 | 1.075 | -14,76 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 70.600 | 157,66 | 4.041 | 158,38 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 276 | 0,00 | 16 | 0,00 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 17.071 | -30,31 | 977 | -30,11 | ||||
| 2026-02-13 | 13F | Asset Allocation Strategies LLC | 90.565 | 5,63 | 5.184 | 5,88 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 13.625 | 7,46 | 780 | 7,60 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 7.995 | 3,86 | 458 | 4,10 | ||||
| 2025-10-21 | 13F | MN Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 9.250 | -38,42 | 529 | -38,27 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 750 | -29,58 | 43 | -30,00 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1.095 | 63 | ||||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 519 | -68,20 | 30 | -68,82 | ||||
| 2026-01-26 | 13F | Cornerstone Wealth Group, LLC | 105.949 | 5,76 | 6.065 | 6,01 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 48.500 | 8,99 | 2.776 | 9,29 | |||
| 2026-02-10 | 13F | Rice Partnership, LLC | 449 | 124,50 | 26 | 127,27 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 71.000 | -13,63 | 4.064 | -13,40 | |||
| 2026-02-11 | 13F | XML Financial, LLC | 27.360 | 23,55 | 1.566 | 23,89 | ||||
| 2026-02-13 | 13F | Boston Partners | 84.806 | 6,79 | 4.890 | 7,85 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 6.908 | 49,56 | 395 | 50,19 | ||||
| 2025-10-09 | 13F | Mfg Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 2.195 | 221 | ||||||
| 2026-01-09 | 13F | Leverty Financial Group, LLC | 4.391 | 21,63 | 251 | 21,84 | ||||
| 2026-01-13 | 13F | Signature Securities Group Corporation | 87.599 | 2,78 | 5.052 | 3,80 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 24.867 | -24,26 | 1.423 | -24,07 | ||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 2.532 | 14,52 | 145 | 14,29 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1.373.826 | -9,16 | 79.613 | -7,44 |
