Grundlæggende statistik
| Institutionelle ejere | 1395 total, 1391 long only, 0 short only, 4 long/short - change of 2,87% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7157 % - change of -9,84% MRQ |
| Institutionelle aktier (lange) | 315.549.575 (ex 13D/G) - change of -8,76MM shares -2,70% MRQ |
| Institutionel værdi (lang) | $ 17.516.962 USD ($1000) |
Institutionelt ejerskab og aktionærer
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF (US:JEPI) har 1395 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 315,549,575 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 May 1, 2026 is 56,82 / share. Previously, on May 5, 2025, the share price was 55,61 / share. This represents an increase of 2,18% 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.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 134.940 | 5,96 | 8 | 0,00 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 16.241 | 49,67 | 921 | 48,15 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 5.277 | 299 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 40.930 | -30,32 | 2.366 | -29,65 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 975.186 | 5,03 | 55.274 | 4,01 | ||||
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 28.542 | 13,38 | 1.634 | 13,64 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 10.020 | 568 | ||||||
| 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 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Ruggiero Investments, Inc. | 35.964 | 2.059 | ||||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 2 | 0 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 2.773 | 48,45 | 157 | 48,11 | ||||
| 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 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 352.499 | 0,85 | 20.177 | 1,10 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 4.176 | -4,90 | 237 | -5,98 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 532.358 | 9,52 | 30.174 | 8,45 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 463 | -62,54 | 27 | -62,86 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 137.504 | 81,05 | 7.871 | 81,50 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 74.881 | 6,74 | 4.244 | 5,70 | ||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 40.949 | -40,56 | 2.344 | -40,43 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 41.752 | 1.047,35 | 2.367 | 1.037,50 | ||||
| 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 | ||||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 79.464 | 5,71 | 4.504 | 4,70 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 686.623 | 5,59 | 39.209 | 6,06 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 69.534 | 27,69 | 3.941 | 26,44 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 29.996 | 12,92 | 1.739 | 14,94 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 97.447 | 58,11 | 5.566 | 55,04 | ||||
| 2025-11-06 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 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 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 85.726 | -8,45 | 4.859 | -9,37 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 3.804.642 | 24,03 | 217.778 | 24,66 | ||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 190.460 | -7,47 | 10.795 | -8,38 | ||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 15.446 | -4,25 | 876 | -5,20 | ||||
| 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 | ||||
| 2026-02-09 | 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 | ||||
| 2026-02-12 | 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 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 33.902 | -5,33 | 1.922 | -6,25 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 193.898 | -14,67 | 11.182 | -13,83 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 38.916 | 10,06 | 2.206 | 9,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 50.048 | 2.837 | ||||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 2.143 | 9,00 | 121 | 7,08 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 5.641 | 1,93 | 320 | 0,95 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 15.767 | -9,92 | 903 | -11,90 | ||||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 31.310 | -14,92 | 1.792 | -14,71 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 7.924 | 0,24 | 449 | -0,66 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 66.708 | -19,01 | 3.818 | -18,82 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 35.946 | 2,20 | 2.037 | 1,19 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 464.137 | 3,31 | 26.307 | 2,30 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 160.649 | 1,04 | 9.252 | -0,72 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 67.442 | 11,23 | 3.860 | 12,73 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 6.605 | 374 | ||||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 147.035 | 0,99 | 8.334 | 0,00 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 5.848 | 29,01 | 331 | 27,80 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 22.839 | -17,82 | 1.294 | -18,62 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Luminist Capital LLC | 1.727 | -1,65 | 98 | -3,00 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 200 | 0,00 | 11 | 0,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 459.668 | 1,01 | 26.056 | 0,02 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 14.187 | 0,15 | 1 | |||||
| 2026-01-26 | 13F | Thomasville National Bank | 89.917 | 4,21 | 5.147 | 4,47 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 65.365 | 18,62 | 3.705 | 17,44 | ||||
| 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 | ||||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 8.006 | 15,66 | 454 | 14,39 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 642.316 | -2,87 | 36.821 | -2,39 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 32.041 | -54,54 | 1.834 | -54,42 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 29.818 | 1.690 | ||||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 143.751 | 2,70 | 8.228 | 2,95 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 9.372 | 10,94 | 531 | 9,94 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 3.722 | 0,00 | 211 | -1,41 | ||||
| 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 | ||||||
| 2026-04-21 | 13F | Penbrook Management LLC | 4.225 | 0,00 | 239 | -0,83 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 58.506 | 2,50 | 3.374 | 3,50 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 13.505 | -16,30 | 765 | -17,12 | ||||
| 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 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 95.255 | -14,75 | 5.452 | -14,55 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 52 | 0,00 | 3 | 0,00 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 98.107 | -1,07 | 5.561 | -2,04 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 172.000 | 11,48 | 9.749 | 10,38 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 16.812.996 | -0,97 | 962.376 | -0,73 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 185.619 | -3,61 | 10.625 | -3,38 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 245 | 14 | ||||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 300 | 0,00 | 17 | 0,00 | ||||
| 2026-01-16 | 13F | StoneCrest Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 7.817 | -1,61 | 443 | -2,42 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 46.312 | 9,18 | 3 | 0,00 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 17 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 49.896 | 7,72 | 2.828 | 6,68 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 329 | 0,00 | 19 | 0,00 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 6.251 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 7.443 | 67,67 | 422 | 65,75 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 12.950 | 741 | ||||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 4.554 | 1,49 | 258 | 0,78 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 47.018 | -5,80 | 2.665 | -6,76 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 82.364 | 0,48 | 4.668 | -0,49 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 240.550 | 2,04 | 13.769 | 2,29 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 608.099 | -1,90 | 34.467 | -2,86 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 94.767 | 7,47 | 5.371 | 6,42 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 141.514 | 69,93 | 8.021 | 68,30 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 55.779 | -10,55 | 3.162 | -11,43 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 89.050 | 14,69 | 5.047 | 13,57 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 108.266 | 3,12 | 6.137 | 2,11 | ||||
| 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 | ||||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 18 | 0,00 | 1 | 0,00 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 259.111 | 14.832 | ||||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 27.782 | -13,55 | 1.575 | -14,41 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 1.961.971 | -3,17 | 112.303 | -2,94 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 22.000 | -0,58 | 1.247 | -1,58 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1.700 | -3,68 | 96 | -4,95 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 347.694 | 1.475,99 | 19.707 | 1.461,57 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 105.378 | 32,94 | 6.032 | 33,25 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 5.851 | 18,18 | 332 | 16,96 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 26.411 | 75,23 | 1.497 | 73,67 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 134 | 0,00 | 8 | 0,00 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 10.719 | -14,55 | 608 | -15,46 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 5.239 | 215 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3.620 | -9,95 | 205 | -10,87 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5.739 | -13,22 | 325 | -14,02 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 11.476 | 657 | ||||||
| 2026-04-23 | 13F | ELCO Management Co., LLC | 28.900 | -0,34 | 1.638 | -1,27 | ||||
| 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 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 314.120 | 99,26 | 17.804 | 97,32 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 95.226 | 41,85 | 5.521 | 44,42 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 11.515 | 28,66 | 653 | 27,34 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 120.689 | 101,00 | 6.841 | 99,07 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 7.973 | -1,60 | 452 | -2,59 | ||||
| 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 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 513 | 1,79 | 29 | 0,00 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2.523 | 0,20 | 143 | -1,39 | ||||
| 2026-02-09 | 13F | Wellington Shields Capital Management, LLC | 12.930 | 0,02 | 740 | 0,27 | ||||
| 2026-01-12 | 13F | Howard Financial Services, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 3.771 | 214 | ||||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 34.491 | 12,43 | 1.949 | 9,19 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 5.630 | 319 | ||||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 18.850 | -34,20 | 1.068 | -34,84 | ||||
| 2026-04-22 | 13F | Vicus Capital | 64.798 | -1,30 | 3.673 | -2,26 | ||||
| 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 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 185.290 | 0,52 | 10.502 | -0,45 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 141.476 | 4,26 | 8.019 | 3,23 | ||||
| 2026-04-30 | 13F | Beacon Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 104.941 | -24,43 | 6.007 | -24,25 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 529.383 | 2,39 | 30.598 | 3,15 | ||||
| 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 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 51.193 | 4,85 | 2.902 | 3,83 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 6.556 | -6,34 | 372 | -7,25 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 6.745 | 0,01 | 382 | -1,04 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 100.950 | -62,26 | 5.722 | -62,63 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 28.257 | 7,82 | 1.602 | 6,73 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 291 | 0,00 | 17 | 0,00 | ||||
| 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 | |||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 106.590 | 0,14 | 6.042 | -0,84 | ||||
| 2026-02-10 | 13F | Rational Advisors Llc | 479.454 | -5,48 | 27.444 | -5,25 | ||||
| 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 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1.017 | 17,71 | 58 | 16,33 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 520 | 0,00 | 29 | 0,00 | ||||
| 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 | |||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 2.600 | 33,33 | 147 | 32,43 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 57.567 | 35,57 | 3.263 | 34,24 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 285 | 0,00 | 16 | 0,00 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 132.499 | 1,90 | 7.584 | 2,16 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 10.163 | 6,23 | 576 | 5,30 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 17 | 0,00 | 1 | |||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 43.667 | 3,77 | 2.475 | 2,78 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 2.011 | 71,00 | 114 | 68,66 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 4.252 | 14,21 | 241 | 12,68 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 18.008 | 32,22 | 1.021 | 30,94 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 4.617 | 262 | ||||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 32.580 | -11,73 | 1.865 | -11,53 | ||||
| 2026-04-27 | 13F | Nationwide Fund Advisors | 6.910.894 | -2,52 | 391.709 | -3,48 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 3.736 | 212 | ||||||
| 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 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 128.609 | 61,78 | 7.362 | 62,17 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 33.286 | 3,34 | 1.887 | 2,33 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 203.071 | -7,34 | 11.510 | -8,24 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 7.843 | -9,09 | 445 | -9,94 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 178.836 | 9,64 | 10.136 | 8,57 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 10.334 | -19,39 | 586 | -20,30 | ||||
| 2025-11-04 | 13F | Essex Savings Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 2.157 | 0,00 | 122 | -0,81 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 5.694.209 | -11,38 | 326.048 | -11,17 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 471.546 | 8,83 | 26.727 | 7,77 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 50.672 | 1,38 | 2.872 | 0,42 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 38.486 | -14,26 | 2.181 | -15,10 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 75.537 | 4.356 | ||||||
| 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 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 20.354 | 24,55 | 1.154 | 23,32 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 77.084 | 4,09 | 4.445 | 5,13 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 57.836 | 6,18 | 3.278 | 5,17 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.013.656 | 19,52 | 58.140 | 20,06 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 4.033 | 229 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 252.099 | -1,27 | 14.289 | -2,24 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 4.601 | 17,52 | 261 | 15,56 | ||||
| 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 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.778.164 | -6,10 | 101 | -7,41 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 20.990 | -1,98 | 1.190 | -2,94 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 35.447 | 2,47 | 2.029 | 2,68 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 302.296 | 992,27 | 17.303 | 995,13 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 28.770 | -18,39 | 1.631 | -19,19 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 180.345 | 9,54 | 10.323 | 9,80 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 28.050 | -12,59 | 1.590 | -13,45 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 180.980 | -0,79 | 10.258 | -1,77 | ||||
| 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 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 177.078 | -2,15 | 10.037 | -3,11 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 117.605 | 2,81 | 6.634 | 1,33 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 491 | -44,64 | 28 | -46,00 | ||||
| 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 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 75.341 | 34,08 | 4.313 | 34,41 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 3.694 | 209 | ||||||
| 2026-02-20 | 13F | White Knight Strategic Wealth Advisors, LLC | 19.811 | 13,85 | 1.134 | 14,20 | ||||
| 2026-04-29 | 13F | Renasant Bank | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 18.222 | -16,64 | 1.043 | -16,43 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 5.872 | 1,07 | 333 | 0,00 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 7.528 | -19,51 | 431 | -19,48 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 786 | 0,00 | 45 | 0,00 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 184.325 | -2,80 | 10.551 | -2,57 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 7.640 | -3,13 | 437 | -2,89 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 243.761 | 5,69 | 13.816 | 4,66 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Virtus ETF Advisers LLC | 53 | -10,17 | 3 | 0,00 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 1.150 | 1,95 | 65 | 0,00 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 4.721 | 29,59 | 272 | 30,29 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 39.869 | -9,73 | 2.260 | -10,64 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 46 | 3 | ||||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 16.292 | 2,43 | 923 | 1,43 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Guided Capital Wealth Management, LLC | 11.986 | 0,00 | 679 | -1,02 | ||||
| 2026-01-27 | 13F | Davies Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 66.966 | -2,19 | 3.833 | -1,94 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 5.938 | 337 | ||||||
| 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 | |||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 55.564 | -2,84 | 3.149 | -3,55 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 86.025 | 12,74 | 4.876 | 11,63 | ||||
| 2026-02-17 | 13F | Power Wealth Management Llc | 189.100 | 1,75 | 10.824 | 2,01 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 14.518 | 23,21 | 840 | 24,48 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 266.382 | 33,18 | 15.099 | 31,88 | ||||
| 2025-11-14 | 13F | M&t Bank Corp | 0 | -100,00 | 0 | |||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 194.526 | 11.135 | ||||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 7.911 | 0,00 | 448 | -0,88 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 1.600 | 91 | ||||||
| 2026-04-21 | 13F | Welch Financial Planning, LLC | 5.985 | 0,00 | 339 | -0,88 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 4.324 | -7,57 | 245 | -8,24 | ||||
| 2026-02-13 | 13F | Spahn Wealth & Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 10.152 | 14,88 | 575 | 13,86 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 33.998 | 2,24 | 1.927 | 1,26 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 130.582 | 7,22 | 7.401 | 6,17 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 277.374 | -5,84 | 16 | -6,25 | ||||
| 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 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 78.751 | -3,43 | 4.464 | -4,37 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 5.515 | 0,00 | 313 | -0,95 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 310.867 | 1,73 | 17.620 | 0,73 | ||||
| 2026-04-10 | 13F | Integrated Financial Solutions, Inc. | 79.345 | 10,06 | 4.497 | 8,99 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 71.198 | 11,99 | 4.036 | 10,91 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 7 | 0 | ||||||
| 2026-04-21 | 13F | Sunpointe, LLC | 60.746 | 0,55 | 3.443 | -1,18 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 615 | 35 | ||||||
| 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 | |||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 67.938 | -5,84 | 3.889 | -5,61 | ||||
| 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 | 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 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 13.017 | 10,62 | 738 | 9,51 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 48.346 | 97,15 | 2.740 | 95,30 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 5.440 | 190,91 | 311 | 193,40 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 120.173 | 445,25 | 6.811 | 440,13 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 37.501 | 8,20 | 2.182 | 10,31 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 24.345 | 6,25 | 1.394 | 6,50 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 737 | 42 | ||||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 10.245 | 0,30 | 586 | 0,51 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7.491 | 17,82 | 425 | 16,80 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 403.182 | 2,09 | 23.032 | 2,13 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 253.727 | 144,31 | 14.381 | 141,94 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 76.652 | 2,14 | 4.388 | 2,40 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 259.262 | 3,50 | 14.695 | 2,48 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 6.040 | -18,35 | 342 | -19,91 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 526.834 | -15,11 | 30.156 | -14,90 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 8.380 | 17,47 | 475 | 16,42 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 3.928 | -17,74 | 223 | -18,68 | ||||
| 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 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 21.287 | -7,54 | 1.218 | -7,31 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 64.798 | 0,41 | 3.673 | -0,60 | ||||
| 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 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 17.443 | -2,86 | 989 | -3,80 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 51.559 | 9,67 | 2.922 | 8,58 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 33.915 | -5,90 | 1.922 | -6,79 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6.508 | 0,00 | 369 | -1,08 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 4.299 | 0,00 | 248 | 0,81 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 42.895 | 2.474 | ||||||
| 2026-04-15 | 13F | Elevatus Welath Management | 14.276 | -0,87 | 809 | -1,82 | ||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 3.961 | 0,00 | 228 | 0,88 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 22.475 | 1.286 | ||||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 3.542 | 201 | ||||||
| 2026-01-27 | 13F | ZEGA Investments, LLC | 4.896 | -89,46 | 280 | -89,44 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 2.800.288 | 4,00 | 159 | 2,60 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 69.053 | 15,11 | 3.914 | 13,98 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 142.234 | 14,75 | 8.062 | 13,62 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 7.916.784 | -1,87 | 453.156 | -1,63 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 35.696 | -2,13 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 37.415 | -26,33 | 2.121 | -27,07 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 38.624 | 151,43 | 2.211 | 152,00 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 35.760 | 38,95 | 2.028 | 34,51 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 1.085 | -31,59 | 61 | -32,97 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 5.400 | 0,00 | 309 | 0,32 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 10.227 | -9,85 | 580 | -10,79 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 152.726 | -12,63 | 8.656 | -13,48 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 4.909 | -0,37 | 278 | -1,42 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 9.523 | 38,96 | 540 | 37,50 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 80.791 | 14,43 | 4.579 | 13,31 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 280 | 0,00 | 16 | -6,25 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 51.487 | -15,71 | 2.943 | -15,85 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 2.829.128 | -5,16 | 161.939 | -4,92 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 12.330 | 22,47 | 699 | 21,18 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 62.333 | 0,02 | 214 | 0,47 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 6.506 | 517,27 | 373 | -29,28 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 45.624 | 2,63 | 2.586 | 1,57 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 10.520 | 607 | ||||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 448 | 1,82 | 26 | 0,00 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.451 | -49,97 | 82 | -50,30 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 7.015 | -15,21 | 398 | -16,07 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 350 | 0,00 | 20 | -5,00 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 3.812 | 218 | ||||||
| 2026-04-22 | 13F | Penney Financial, LLC | 99.620 | 1,87 | 5.646 | 0,88 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 145.448 | 22,06 | 8.244 | 20,88 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 49.064 | -0,02 | 2.808 | 0,21 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 8.073 | -1,16 | 458 | -2,14 | ||||
| 2026-02-10 | 13F | Resolute Capital, Llc | 32.620 | 1.867 | ||||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 186.538 | 7,82 | 10.573 | 6,76 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | American National Bank | 1.000 | -33,33 | 57 | -34,12 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 6.067 | 354 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 46.188 | 1.005,77 | 2.618 | 994,98 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 105.548 | 477,78 | 5.982 | 472,44 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 4.105 | -10,95 | 235 | -11,03 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 29.735 | -73,30 | 1.702 | -73,23 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 43.957 | -3,24 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 299.297 | -5,67 | 17 | -5,56 | ||||
| 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 411.924 | 7,85 | 23.348 | 6,79 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 26.918 | 3,58 | 1.541 | 3,84 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 148.005 | -0,41 | 8.389 | -1,40 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 5.755 | 0,00 | 329 | 0,30 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 7.838 | 444 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 16.235 | -1,81 | 920 | -4,56 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 55.924 | 5,36 | 3.170 | 4,31 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 7.784 | 1,95 | 441 | 0,92 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 10.599 | -2,07 | 607 | -1,94 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 20.875 | 21,01 | 1.183 | 19,86 | ||||
| 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 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 101 | -87,15 | 6 | -88,64 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 10.769 | -12,67 | 610 | -13,48 | ||||
| 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 | ||||
| 2026-01-29 | 13F | Integras Partners LLC | 42.162 | 1,25 | 2.413 | 1,51 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 200 | 11 | ||||||
| 2026-02-04 | 13F | Fairway Financial, LLC | 68.645 | 2,94 | 3.929 | 3,20 | ||||
| 2025-11-03 | 13F | Alpha Cubed Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Sun Financial Inc | 19.005 | 1.088 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 50 | 11,11 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 19.716 | -89,43 | 1.117 | -89,54 | ||||
| 2026-02-02 | 13F | Dudley Capital Management, Llc | 4.872 | -0,02 | 279 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 321.496 | -4,88 | 18.136 | -6,26 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 131.024 | 3,57 | 7.426 | 2,55 | ||||
| 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 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 68.532 | 18,70 | 4 | 0,00 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 4.500 | 0,00 | 260 | -2,26 | ||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 4.258 | 244 | ||||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 157.419 | 24,49 | 9 | 14,29 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 4.137 | -16,42 | 237 | -16,01 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4.304 | 16,45 | 244 | 15,17 | ||||
| 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 | ||||
| 2026-01-22 | 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 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 87.708 | 11,06 | 5.020 | 11,33 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 8.161 | -2,16 | 467 | -1,89 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 5.039 | 0,68 | 286 | -2,40 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 382.964 | 1,22 | 21.706 | 0,23 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 116.744 | 3,61 | 6.617 | 2,61 | ||||
| 2026-04-20 | 13F | Columbia Asset Management | 6.894 | 0,00 | 391 | -1,02 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 307.573 | 5,68 | 17.796 | 6,83 | ||||
| 2025-11-14 | 13F | Consultiva Wealth Management, Corp. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 34.996 | 3,69 | 1.984 | 2,69 | ||||
| 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 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 136.653 | -0,89 | 7.745 | -1,86 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 3.870 | 221 | ||||||
| 2026-04-24 | 13F | Bayban | 1.640 | 0,00 | 93 | -1,08 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 65.567 | -2,16 | 3.716 | -3,10 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 248.875 | 5,19 | 14.106 | 4,16 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 700 | 0,00 | 40 | -2,50 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 23.817 | 19,50 | 1.350 | 18,33 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 55.794 | 9,11 | 3.194 | 9,39 | ||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 30.373 | 0,84 | 1.722 | -0,17 | ||||
| 2026-02-06 | 13F | Hexagon Capital Partners LLC | 59.831 | 14,86 | 3.425 | 15,13 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 130.258 | 83,29 | 7.383 | 81,53 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 30.432 | 18,38 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 1.039 | 204,69 | 59 | 210,53 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 5.828 | 18,31 | 330 | 17,44 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 137.314 | 45,59 | 7.510 | 39,46 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 224.810 | 1,65 | 12.742 | 0,66 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 22.786 | -1,50 | 1.304 | -1,21 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 5.500 | 44,74 | 312 | 43,32 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 59.222 | 8,07 | 3.357 | 6,98 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 10.170 | 13,72 | 574 | 10,60 | ||||
| 2026-02-12 | 13F | Hilton Capital Management, LLC | 188.065 | -72,62 | 10.765 | -72,56 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 61.271 | -9,88 | 3.507 | -9,66 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 111.098 | -4,38 | 6.346 | -6,53 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 258.791 | -1,87 | 15 | -6,67 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 14.244 | 4,04 | 807 | 3,07 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 7.296 | 6,93 | 414 | 5,90 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 22.498 | 0,88 | 1.275 | -0,08 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 19.001 | 3,00 | 1.077 | 0,75 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 7.435 | 0,00 | 426 | 0,24 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 16.728 | -1,07 | 948 | -1,96 | ||||
| 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 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 902.434 | 4,94 | 51.150 | 3,91 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 244.082 | 13,42 | 13.835 | 12,31 | ||||
| 2026-02-11 | 13F | Gaddis Premier Wealth Advisors LLC | 5.374 | 308 | ||||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 12.558 | 83,19 | 712 | 81,38 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 19.645 | 0,64 | 1.113 | -2,62 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 32.911 | 8,89 | 1.869 | 7,98 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 198.478 | 40,79 | 4.906 | -39,06 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6.634 | 0,33 | 376 | -0,53 | ||||
| 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 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 29.037 | -18,12 | 1.646 | -19,56 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 503.929 | -34,72 | 28.845 | -34,56 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 89.883 | 0,52 | 5.095 | -0,47 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1.543.963 | 39,61 | 87.512 | 38,25 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 85.515 | 4.895 | ||||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 19.195 | -22,65 | 1.088 | -23,45 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 36.070 | 1,90 | 2.044 | 0,89 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 33.933 | 5,17 | 1.923 | 4,17 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 17.462 | 2,33 | 990 | 1,33 | ||||
| 2025-11-12 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 5.698 | 36,38 | 323 | 34,73 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 5.232 | 0,00 | 297 | -1,33 | ||||
| 2026-02-05 | 13F | Rahlfs Capital, Llc | 46.197 | -3,25 | 2.644 | -3,01 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 51.780 | 22,61 | 2.935 | 21,43 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 5.110 | -6,15 | 290 | -7,07 | ||||
| 2026-04-10 | 13F | Putney Financial Group LLC | 3.978 | 225 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 3.574 | 202 | ||||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 1.026 | -7,90 | 59 | -7,94 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 6.005 | 340 | ||||||
| 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 | |||||
| 2026-04-16 | 13F | Financial Management Network Inc | 61.691 | 5,85 | 3.566 | 6,74 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 45.068 | -0,40 | 2.554 | -1,39 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 769.455 | -43,99 | 43.436 | -45,44 | ||||
| 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 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 18.873 | -3,12 | 1.080 | -2,88 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 105.478 | 45,07 | 6.038 | 45,43 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 5.756 | -12,96 | 326 | -13,76 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 48 | 3 | ||||||
| 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 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 7.783 | -1,70 | 441 | -3,29 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 58.183 | 27,44 | 3.330 | 27,73 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 53.412 | -16,13 | 3.028 | -16,93 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 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 | |||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 10.826 | -5,81 | 614 | -6,70 | ||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 4.288 | -23,77 | 243 | -24,30 | ||||
| 2026-01-16 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 16.139 | 11,87 | 931 | 13,00 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 69.951 | -10,24 | 3.965 | -11,12 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Strong Retirement Solutions LLC | 9.500 | 538 | ||||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 150.838 | -6,89 | 8.550 | -7,94 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 7.410 | 420 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 120.617 | 1,54 | 6.837 | 0,54 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 10.107 | -6,63 | 579 | -6,47 | ||||
| 2026-02-13 | 13F | Generation Capital Management LLC | 29.632 | 8,15 | 1.696 | 8,44 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 541.224 | -9,13 | 30.677 | -10,03 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 87.464 | 4,68 | 5.006 | 4,95 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 10.575 | 600 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 38.880 | -23,69 | 2.204 | -25,42 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 37.778 | -38,29 | 2.162 | -38,14 | ||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 196 | 1,55 | 11 | 0,00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 2.532 | 0,00 | 144 | -0,69 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 34.778 | -1,58 | 1.996 | -1,04 | ||||
| 2026-02-05 | 13F | Millennium Capital Advisors, LLC | 22.181 | -0,02 | 1.270 | 0,24 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 26.800 | 82,31 | 1.527 | 83,41 | |||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 483 | 0,00 | 28 | 0,00 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 8.800 | 501 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 108.412 | 29,22 | 6.145 | 27,95 | ||||
| 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 | -100,00 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 215.423 | -4,79 | 12.331 | -4,56 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 3.732 | 0,86 | 214 | 0,95 | ||||
| 2026-04-20 | 13F | Hixon Zuercher, LLC | 11.278 | 6,70 | 639 | 5,62 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 293.638 | 5,10 | 16.643 | 4,08 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 77.258 | 0,50 | 4.379 | -0,50 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.270 | -4,26 | 242 | -5,10 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 34.175 | -87,31 | 1.937 | -87,43 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 7.114 | 12,47 | 407 | 12,74 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 47.724 | 0,32 | 2.705 | -0,66 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 224.486 | 7,22 | 12.850 | 7,48 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 13.854 | 793 | ||||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 7.530 | -17,23 | 431 | -16,96 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 97.919 | 28,60 | 5.550 | 27,35 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 7.555 | -48,18 | 428 | -48,68 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.546 | -1,84 | 88 | -3,33 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 4.793 | -0,19 | 272 | -1,09 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 26.946 | 0,03 | 1.527 | -0,91 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 43.736 | 1,00 | 2.479 | 0,04 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 63.256 | -1,53 | 3.585 | -2,48 | ||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 94.553 | 12,15 | 5.412 | 12,42 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 10.451 | 5,46 | 592 | 4,41 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 248.062 | 0,15 | 14.060 | -0,83 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 7.229 | -1,79 | 410 | -2,85 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 529 | 0,00 | 30 | -3,33 | ||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 25.024 | 1.432 | ||||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 61.722 | -6,48 | 3.498 | -7,39 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 117 | 588,24 | 7 | |||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 25.823 | 10,84 | 1.526 | 15,26 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 717.528 | 5,32 | 40.669 | 4,29 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 20.000 | -1,89 | 1.134 | -2,83 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 23.227 | 9,72 | 1.317 | 8,67 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 375 | 0,00 | 21 | 0,00 | ||||
| 2025-11-13 | 13F | VGI Partners Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1.839.578 | -7,11 | 104.267 | -8,02 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 6.670 | 3,09 | 382 | 3,80 | ||||
| 2026-02-09 | 13F | Cypress Capital Management LLC (WY) | 16.260 | -32,43 | 938 | -31,76 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 7.957 | -58,26 | 455 | -58,18 | ||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 42 | 2 | ||||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 13.385 | 1,29 | 759 | 0,26 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 244.288 | 6,10 | 13.846 | 4,29 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 475.841 | 6,62 | 27.237 | 6,88 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 208 | 1,96 | 12 | 0,00 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 6.987 | 396 | ||||||
| 2026-02-17 | 13F | Core Wealth Partners LLC | 6.033 | 345 | ||||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 10.212 | 0,21 | 579 | -0,86 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 88.309 | 35,75 | 5.005 | 34,43 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 596 | 34 | ||||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 11.743 | -17,92 | 666 | -18,70 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 61.915 | 10,29 | 3.509 | 9,21 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 65.273 | 12,30 | 3.700 | 11,18 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 49.229 | 10,84 | 2.790 | 9,76 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 24.797 | 332,15 | 1.406 | 328,35 | ||||
| 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 | ||||
| 2026-04-20 | 13F | City State Bank | 75 | 0,00 | 4 | 0,00 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 12.381 | 0,93 | 702 | -0,14 | ||||
| 2026-02-09 | 13F | TrustBank | 69.668 | 3.988 | ||||||
| 2026-02-13 | 13F | Vienna Asset Management LLC | 56.318 | -53,76 | 3.224 | -53,65 | ||||
| 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 | ||||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 6.536 | 1,35 | 370 | 0,27 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 7.109 | -17,87 | 407 | -17,81 | ||||
| 2026-02-17 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 5.504 | 1.428,89 | 315 | 1.475,00 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 22.772 | -29,15 | 1.291 | -29,85 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 13.313 | -32,58 | 762 | -32,39 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 14.593 | -0,14 | 827 | -1,08 | ||||
| 2026-05-01 | 13F | Capital City Trust Co/fl | 7.104 | 0,00 | 403 | -0,99 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 11.393 | -8,70 | 646 | -9,66 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 7.590 | 33,91 | 430 | 32,72 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 19.263 | 0,95 | 1.092 | -0,09 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 8.319 | -0,55 | 476 | -0,21 | ||||
| 2026-02-13 | 13F | Croban | 35.710 | -0,33 | 2.044 | -0,10 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 432.989 | 5,02 | 24.542 | 4,00 | ||||
| 2026-02-12 | 13F | Helium Advisors LLC | 33.947 | -21,78 | 1.943 | -21,59 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 143.531 | -7,34 | 8.216 | -7,11 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 23.981 | 19,01 | 1.359 | 17,05 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 994.375 | 3,64 | 56.361 | 2,62 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 325 | 2,20 | 19 | 0,00 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 3.779 | -2,58 | 214 | -3,60 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 35.526 | 15,90 | 2.034 | 16,17 | ||||
| 2026-04-29 | 13F | Carnegie Lake Advisors LLC | 14.787 | -1,60 | 838 | -2,56 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 524.978 | 3,55 | 29.756 | 47,79 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 7.730 | 438 | ||||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 14.232 | 815 | ||||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Private Client Services, Llc | 65.365 | 1,62 | 3.705 | 0,60 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 48.854 | 1,38 | 2.769 | 0,40 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 378 | 339,53 | 21 | 425,00 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 86.101 | 5,73 | 4.880 | 4,70 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 17.513 | 0,55 | 993 | -0,50 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 61.562 | -58,61 | 3.558 | -58,11 | ||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 18.772 | -14,94 | 1.075 | -14,76 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 304.682 | -6,03 | 17.269 | -6,95 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 70.600 | 157,66 | 4.041 | 158,38 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 167.683 | -8,34 | 9.504 | -9,24 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 33.661 | 305,16 | 1.908 | 301,47 | ||||
| 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 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 13.625 | 7,46 | 780 | 7,60 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 111.989 | 34,01 | 6.348 | 32,70 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | White Wing Wealth Management | 6.469 | 367 | ||||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 9.250 | -38,42 | 529 | -38,27 | ||||
| 2026-04-17 | 13F | Athena Wealth Management, LLC | 12.036 | -18,85 | 682 | -19,58 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1.095 | 63 | ||||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 519 | -68,20 | 30 | -68,82 | ||||
| 2026-02-12 | 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 | |||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 4.482 | 0,13 | 254 | -0,78 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 755.967 | 3,22 | 42.848 | 2,21 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 67.631 | 155,38 | 3.833 | 153,00 | ||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 2.195 | 221 | ||||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 12.640 | 79,01 | 716 | 77,23 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 24.867 | -24,26 | 1.423 | -24,07 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 848.015 | 1.114,92 | 48.540 | 1.118,07 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 23.212 | 7,09 | 1.316 | 6,05 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 49.298 | 10,11 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 500 | 28 | ||||||
| 2026-02-09 | 13F | Wellington Shields & Co., LLC | 3.010 | 20,40 | 172 | 21,13 | ||||
| 2026-03-05 | 13F | Cedarwood Wealth LLC | 38.079 | 2.232 | ||||||
| 2025-11-14 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 725.240 | -1,50 | 41.513 | -1,26 | ||||
| 2026-02-10 | 13F | B&l Asset Management Llc | 23.932 | -3,05 | 1.370 | -2,84 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 1.511.059 | 1,19 | 86.493 | 1,44 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 321.993 | 12,96 | 18.251 | 11,85 | ||||
| 2026-02-09 | 13F | Redmond Asset Management, LLC | 46.189 | -2,41 | 2.644 | -2,18 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 816.880 | 21,58 | 46.301 | 20,38 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 5.332 | 20,82 | 302 | 19,84 | ||||
| 2026-02-03 | 13F | Bokf, Na | 487.439 | 5,33 | 27.901 | 5,59 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 50.366 | 0,00 | 50 | 0,00 | ||||
| 2026-02-13 | 13F | Laraway Financial Inc | 12.546 | 26,27 | 718 | 26,63 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 233.961 | 54,03 | 13.261 | 52,52 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 87.010 | 4.932 | ||||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 6.332 | 1,36 | 359 | 0,28 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 7 | 16,67 | 0 | |||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 224.230 | -24,87 | 12.709 | -25,60 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 87.249 | -0,40 | 4.945 | -2,10 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 9.891.371 | 4,86 | 566.182 | 5,12 | ||||
| 2026-04-17 | 13F | Investment Advisory Services Inc /tx /adv | 264.277 | -12,97 | 14.979 | -13,81 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 1.000 | 0,00 | 57 | -1,75 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 109.130 | 19,24 | 6.247 | 20,05 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 2.659 | 0,00 | 152 | 0,66 | ||||
| 2026-02-13 | 13F | Acorns Advisers, LLC | 32.586 | 16,67 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 11.950 | -2,85 | 677 | -3,84 | ||||
| 2026-04-21 | 13F | WMS Group LLC | 59.099 | -4,00 | 3.350 | -4,94 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 38.286 | 5,56 | 2.170 | 3,78 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 11.100 | 31,84 | 629 | 30,77 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 7.070 | -2,52 | 405 | -2,42 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3.049 | 2,01 | 173 | 0,58 | ||||
| 2026-02-11 | 13F | Invst, LLC | 41.068 | 2,26 | 2.351 | 2,49 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 15.477 | 46,01 | 886 | 46,28 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 90.055 | -0,89 | 5.155 | -0,66 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 9.074 | 1,93 | 514 | 0,98 | ||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 505 | 29 | ||||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 2.407 | 3,35 | 138 | 3,79 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 5.020 | 287 | ||||||
| 2026-01-30 | 13F | Camden Capital, LLC | 3.506 | 201 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 333.933 | 1,14 | 19.114 | 1,40 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 11.811 | 49,13 | 669 | 47,68 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 29.109 | 130,90 | 1.666 | 131,71 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 237.902 | 0,87 | 13.584 | 1,21 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 12.493 | 708 | ||||||
| 2026-04-21 | 13F | SLT Holdings LLC | 3.706 | 0,00 | 210 | -0,94 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 167.529 | 12,12 | 9.496 | 11,03 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 31.311 | 66,39 | 1.775 | 64,72 | ||||
| 2026-02-12 | 13F | Cooper Capital Advisors LLC | 6.682 | -24,25 | 382 | -24,06 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 21.638 | 12,08 | 1.226 | 11,05 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 12.874 | -2,37 | 737 | -2,13 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 14.324 | -5,43 | 812 | -6,46 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 19.450 | 3,86 | 1.113 | 4,12 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 160.328 | 0,00 | 9.155 | 0,00 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 25.363 | -18,35 | 1.452 | -18,16 | ||||
| 2026-02-13 | 13F | Enstar Group LTD | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Intrepid Financial Planning Group LLC | 138.678 | -0,82 | 7.927 | -0,70 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 7.000 | 75,00 | 397 | 73,68 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 75.471 | -14,95 | 4.346 | -14,23 | ||||
| 2026-02-13 | 13F | Corps Capital Advisors, LLC | 8.731 | 42,04 | 500 | 42,57 | ||||
| 2026-02-12 | 13F | Betterment LLC | 32.163 | 46,16 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 750 | 0,00 | 43 | 0,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1.359 | 408,99 | 77 | 413,33 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 6.006 | -0,13 | 340 | -1,16 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 75.660 | -0,90 | 4.288 | -1,88 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 997.647 | -5,10 | 57.105 | -4,86 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 5.752 | 2,81 | 326 | 1,88 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 276.071 | -8,80 | 15.648 | -9,69 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3.850 | 218 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 303 | -22,70 | 17 | -22,73 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 8.126 | 0,00 | 461 | -1,08 | ||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 8.159 | 467 | ||||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 74.231 | 5,48 | 4.249 | 5,72 | ||||
| 2026-04-22 | 13F | Motco | 568 | 32 | ||||||
| 2026-01-30 | 13F | Samalin Investment Counsel, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 8.492 | 30,15 | 476 | 29,70 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 70.914 | -27,64 | 4.059 | -27,45 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 7.354 | 161,24 | 417 | 158,39 | ||||
| 2026-04-10 | 13F | Boyer Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Lee Johnson Capital Management, Llc | 104.653 | 3,30 | 5.932 | 2,28 | ||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 76.797 | -5,53 | 4.396 | -5,30 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 9.601 | 0,00 | 544 | -0,91 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 16.233 | -50,42 | 920 | -50,91 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 13.233 | 757 | ||||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 40.625 | 6,77 | 2.303 | 5,74 | ||||
| 2026-02-24 | 13F | Nolet Wealth Management, LLC | 28.669 | 1.641 | ||||||
| 2026-01-26 | 13F | Prosperity Financial Group, Inc. | 13.471 | -75,74 | 771 | -75,68 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 279.654 | 5,81 | 15.851 | 4,77 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 188 | 2,17 | 11 | 0,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 417.797 | 47,20 | 23.681 | 45,76 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 3.656 | -4,89 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 47.234.309 | 0,56 | 2.703.692 | 0,80 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 2.524.737 | 24,54 | 144.537 | 25,21 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 937.037 | 17,07 | 53.636 | 17,36 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 225.716 | 32,69 | 12.920 | 33,01 | ||||
| 2026-02-02 | 13F | Chung Wu Investment Group, LLC | 400 | 0,00 | 23 | 0,00 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 91.392 | 0,91 | 5.180 | -0,06 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 17.549 | 0,72 | 1.005 | 1,01 | ||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 161.448 | 6,47 | 9.241 | 6,73 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 4.610 | 0,00 | 261 | -0,76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 62.827 | 11,53 | 3.596 | 11,82 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 218.305 | 16,28 | 12.496 | 16,57 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 49.917 | -21,33 | 2.857 | -21,14 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 10.843 | -40,85 | 615 | -41,47 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 9.521 | 19,09 | 540 | 17,94 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 0 | 0 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Marion Wealth Management | 17.198 | -5,88 | 1.004 | -3,74 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 8.631 | 494 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 5.394 | 0,00 | 306 | -0,97 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 52 | 3 | ||||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 7.381 | 22,85 | 418 | 21,87 | ||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 132.974 | -0,75 | 7.651 | 0,01 | ||||
| 2026-02-09 | 13F | Solutions 4 Wealth, Ltd | 42.416 | 66,73 | 2.428 | 67,15 | ||||
| 2026-01-26 | 13F | Grandview Asset Management LLC | 11.816 | -4,11 | 676 | -3,84 | ||||
| 2026-02-13 | 13F | Alaska Permanent Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 23.339 | 8,94 | 1.336 | 9,16 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 644.712 | -1,95 | 36.542 | -2,91 | ||||
| 2026-01-27 | 13F | Portfolio Strategies, Inc. | 16.060 | -55,59 | 919 | -55,47 | ||||
| 2026-02-12 | 13F | Reliant Wealth Planning | 6.962 | -19,66 | 399 | -19,43 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 14.197 | 2,16 | 813 | 2,40 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 7.548 | 31,66 | 428 | 30,18 | ||||
| 2026-02-04 | 13F | Sloy Dahl & Holst, LLC | 25.797 | -3,20 | 1.477 | -2,96 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Novus Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Souders Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1.097 | 14,27 | 63 | 14,81 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 12.604 | -1,28 | 738 | 1,65 | ||||
| 2026-02-13 | 13F | Shepherd Kaplan Krochuk, Llc | 47.991 | -17,00 | 2.747 | -16,78 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 18.438 | 41 | ||||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 13.064 | -17,25 | 757 | -16,09 | ||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 6.375 | 65,71 | 365 | 66,21 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 5.163 | 293 | ||||||
| 2026-02-12 | 13F | JT Stratford LLC | 38.683 | -8,60 | 2.214 | -8,36 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 82.971 | -25,33 | 4.749 | -25,14 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 6.860 | -4,74 | 389 | -5,83 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 77.789 | 6,48 | 4.409 | 5,45 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 123.712 | 15,66 | 7.081 | 15,95 | ||||
| 2026-05-01 | 13F | Miller Wealth Advisors, Llc | 330 | -13,61 | 19 | -14,29 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 18.574 | -4,98 | 1.063 | -4,75 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 48.794 | 4,00 | 2.793 | 4,22 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 19.079 | -12,32 | 1.126 | -8,83 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5.327 | 8,89 | 302 | 7,50 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 25.429 | 15,59 | 1.456 | 15,84 | ||||
| 2026-02-02 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 289.257 | 8,86 | 16.557 | 9,13 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 20.163 | -9,14 | 1.143 | -10,08 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 11.289 | -15,95 | 640 | -16,80 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 10.952 | 6,71 | 621 | 5,62 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 107.107 | -2,23 | 6.071 | -3,19 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 11.942 | 10,70 | 677 | |||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 81.411 | -5,55 | 4.614 | -6,47 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 73.930 | 2,26 | 4.190 | 1,26 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 34.769 | -0,05 | 1.971 | -1,05 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 16.091 | 22,66 | 908 | 20,93 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 133.183 | 3,06 | 7.549 | 2,04 | ||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 3.856 | 0,03 | 221 | 0,00 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 269.489 | -11,49 | 15.426 | -11,28 | ||||
| 2026-02-10 | 13F | Ascension Capital Advisors, Inc. | 23.583 | 129,94 | 1.350 | 130,60 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 322 | 18 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 58.927 | 1,13 | 3.340 | 0,15 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 98.575 | -22,63 | 5.642 | -22,44 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 214.699 | 0,03 | 12.289 | 0,28 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 13.550 | 2,43 | 768 | 1,32 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 30.563 | 0,17 | 1.732 | -0,80 | ||||
| 2026-04-10 | 13F | Finivi Inc. | 4.838 | -1,18 | 274 | -2,14 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 12.591 | 36,99 | 721 | 37,40 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 33.908 | -3,82 | 1.922 | -4,76 | ||||
| 2026-04-27 | 13F | Vavra Capital Management, LLC | 89.544 | 3,82 | 5.075 | 2,80 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 105.988 | 39,10 | 6.007 | 37,74 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 63.199 | 0,00 | 3.618 | 0,00 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 62.015 | -17,21 | 3.515 | -18,01 | ||||
| 2026-02-05 | 13F | Cauble & Harre Wealth Management, Inc. | 3.848 | 222 | ||||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 115.178 | 0,61 | 6.593 | 0,86 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 9.791 | 0,34 | 555 | -0,72 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 7.522 | 431 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2.007 | 114 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 1.082 | 0,00 | 62 | 0,00 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 47.924 | 9,53 | 2.716 | 8,47 | ||||
| 2026-05-01 | 13F | United Bank | 8.669 | 491 | ||||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 14.912 | 845 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 94 | 5 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 18.467 | 18,89 | 1.047 | 17,66 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 20.773 | 61,36 | 1.189 | 61,77 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 254.817 | -60,23 | 14.586 | -60,14 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 46.531 | -2,49 | 2.637 | -3,44 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 8.370 | 479 | ||||||
| 2026-01-27 | 13F | Cannon Wealth Management Services, LLC | 20.413 | 4,49 | 1.168 | 4,75 | ||||
| 2026-04-16 | 13F | Security National Bank | 69.466 | 4,97 | 3.937 | 3,96 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 40.962 | 4,89 | 2.345 | 5,16 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 187.902 | -2,32 | 11 | 0,00 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 33.018 | -30,31 | 1.904 | -29,65 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 14.276 | 809 | ||||||
| 2026-02-13 | 13F | Element Wealth, LLC | 4.889 | -7,81 | 280 | -7,62 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 11.501 | 11,95 | 659 | 12,46 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 9.373 | 67,43 | 531 | 65,94 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 88.335 | -1,35 | 5 | 0,00 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 10.177 | -24,56 | 583 | -24,42 | ||||
| 2026-02-17 | 13F | Westwood Holdings Group Inc | 239.958 | -0,55 | 13.735 | -0,30 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 47.866 | -5,71 | 2.713 | -6,61 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 8.688 | 1,57 | 492 | 0,61 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 161.496 | -14,24 | 9.110 | -15,49 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 183.170 | -0,10 | 10.485 | 0,14 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 7.346 | 1,91 | 424 | 2,92 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 63.558 | 0,85 | 3.602 | -2,38 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 800 | 0,00 | 46 | 0,00 | ||||
| 2026-04-13 | 13F | Trust Co | 11.015 | -0,92 | 624 | -1,89 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 4.043 | 1,97 | 229 | 1,33 | ||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 281.575 | -5,01 | 16.117 | -4,78 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 17.813 | -2,69 | 1.010 | -3,63 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 21.773 | 51,03 | 1.246 | 51,40 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 975 | 55 | ||||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 129.412 | -4,99 | 7.408 | -4,76 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 85.108 | -42,32 | 4.824 | -42,89 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 22.187 | -1,90 | 1.258 | -2,86 | ||||
| 2025-11-13 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 28 | 0,00 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 38.001 | -4,05 | 2.154 | -5,03 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 12.550 | 4,58 | 718 | 4,82 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 31.873 | -39,38 | 1.824 | -39,24 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 89.548 | -1,85 | 5.076 | -2,82 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 197.028 | 27,88 | 11.294 | 28,93 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 3.625 | 205 | ||||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 3.840 | 0,00 | 218 | -0,91 | ||||
| 2026-02-13 | 13F | Cetera Trust Company, N.A | 1.000 | 0,00 | 57 | 0,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 273.291 | -24,31 | 15.490 | -25,05 | ||||
| 2026-05-01 | 13F | American Trust | 61.724 | -2,50 | 3.498 | -3,45 | ||||
| 2026-02-02 | 13F | Mission Hills Financial Advisory, LLC | 6.510 | 7,09 | 373 | 7,20 | ||||
| 2026-02-17 | 13F | Creative Planning | 232.715 | -13,85 | 13.321 | -13,64 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 252.742 | 12.791 | ||||||
| 2026-04-22 | 13F | Horizon Advisory Services, Inc. | 495.128 | 1,83 | 28.064 | 0,83 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 76.662 | 1,19 | 4.345 | 0,21 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 16.524 | 11,67 | 937 | 10,64 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 68.979 | -30,12 | 3.910 | -30,81 | ||||
| 2026-02-09 | 13F | First National Trust Co | 4.043 | 0,00 | 231 | 0,43 | ||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 21.445 | 1,59 | 1.228 | 1,83 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 6.066 | 3,57 | 347 | 3,89 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 30.264 | -3,97 | 1.715 | -4,88 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 49.290 | 2,69 | 3 | 0,00 | ||||
| 2026-01-23 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Alpha Advisors, LLC/VA | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 10.715 | -42,57 | 613 | -42,44 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 176.399 | -9,61 | 10 | -18,18 | ||||
| 2026-04-22 | 13F | Cornerstone Enterprises, Llc | 533.898 | -1,66 | 30.261 | -2,62 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 35.222 | -41,67 | 1.996 | -42,25 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 469.991 | 136,45 | 26.902 | 137,04 | ||||
| 2026-02-05 | 13F | Blue Water Asset Management | 197.446 | 11.302 | ||||||
| 2026-02-13 | 13F | Kane Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 35.804 | -7,44 | 2.029 | -8,36 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 13.758 | 24,14 | 780 | 22,87 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 17.201 | 11,07 | 975 | 9,93 | ||||
| 2026-01-23 | 13F | Northland Securities, Inc. | 5.585 | 320 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 3.003.765 | 2,47 | 171.936 | 2,72 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 105.119 | -22,92 | 5.958 | -23,67 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 8.128 | -18,24 | 461 | -19,16 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 134.600 | 63,17 | 7.629 | 61,60 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 100 | 0,00 | 6 | 0,00 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 16.605 | 192,86 | 950 | 194,12 | ||||
| 2026-02-12 | 13F | Carson Advisory Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 10.222 | -8,09 | 579 | -8,96 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 5.408 | 3,74 | 307 | 2,68 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 79.198 | 0,00 | 4.533 | 0,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 7.175.637 | -5,19 | 410.733 | -4,96 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 26.019 | 4,21 | 1.489 | 4,49 | ||||
| 2025-11-12 | 13F | Strategies Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | LRI Investments, LLC | 23.127 | 1,03 | 1.311 | 0,00 | ||||
| 2026-02-18 | 13F | KKM Financial LLC | 9.462 | -10,24 | 542 | -9,98 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 12.915 | 2,43 | 732 | 1,53 | ||||
| 2026-04-23 | 13F | Bell Bank | 43.491 | 2,46 | 2.465 | 1,48 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 136.432 | 10,76 | 7.733 | 9,67 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 419.400 | 11,75 | 24.006 | 12,03 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 12.486 | 0,73 | 713 | 1,14 | ||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 727.039 | 191,86 | 41.616 | 192,59 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 400 | 23 | ||||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 7.517 | 62,32 | 426 | 59,55 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 32 | 0,00 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 150 | 0,00 | 9 | 0,00 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 3.855 | 0,00 | 221 | 0,00 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 2.114.467 | 7,80 | 121.032 | 8,06 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 19.393 | 0,00 | 1.110 | 0,27 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 37.025 | -78,76 | 2.119 | -78,71 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 5.650 | 320 | ||||||
| 2026-02-11 | 13F | VeraBank, N.A. | 103.073 | -20,91 | 5.900 | -20,72 | ||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 10.538 | 2,38 | 603 | 2,73 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.319 | 0,00 | 0 | |||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 5.578 | 316 | ||||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 4.044 | 4,50 | 231 | 5,00 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 281.931 | 30,35 | 16.258 | 31,65 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 86.676 | 11,20 | 4.913 | 10,11 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 26.666 | -0,84 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.068 | -5,07 | 0 | |||||
| 2026-01-20 | 13F | Investment Planning Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 67.894 | -76,35 | 3.886 | -76,29 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 9.806 | 0,63 | 556 | -0,36 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 12.831 | 126,46 | 734 | 127,24 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 241.686 | -3,84 | 13.699 | -4,79 | ||||
| 2026-01-20 | 13F | Coign Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Resolute Wealth Strategies, LLC | 13.928 | -1,83 | 797 | -1,60 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 5.575 | -26,34 | 319 | -26,16 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 69.644 | -4,54 | 3.986 | -4,30 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 9.077 | 520 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.552.845 | 1,19 | 88.885 | 1,44 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 5.624 | -19,20 | 322 | -19,14 | ||||
| 2025-11-12 | 13F | Napa Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 19.747 | 16,34 | 1.130 | 16,62 | ||||
| 2025-11-06 | 13F | Naviter Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Kraematon Investment Advisors, Inc | 16.240 | -49,85 | 930 | -49,76 | ||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 6.267 | 0,00 | 355 | -0,84 | ||||
| 2026-04-28 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 415.000 | 0,00 | 23.522 | -0,98 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 52.574 | 7,15 | 3.009 | 7,43 | ||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 24.184 | -4,71 | 1.384 | -4,49 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 52.346 | 610,74 | 2.967 | 604,51 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 93 | 0 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.754.996 | 11,10 | 100.459 | 11,37 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 35.609 | 9,74 | 2.009 | 5,96 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 5.356 | -16,34 | 307 | -16,16 | ||||
| 2026-01-21 | 13F | Mezzasalma Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 198.207 | 0,27 | 11.234 | -0,71 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 479 | 27 | ||||||
| 2026-01-14 | 13F | Alliance Wealth Advisors, LLC | 13.821 | 5,28 | 791 | 5,61 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 20.078 | -41,55 | 1.138 | -42,12 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 23.248 | 0,00 | 1.318 | -0,98 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 350.470 | -17,14 | 20.061 | -16,94 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 202.781 | -2,63 | 11.608 | -2,38 | ||||
| 2025-11-05 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 10.928 | -31,97 | 619 | -32,64 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 49.446 | 9,09 | 2.830 | 9,35 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 107.243 | 19,58 | 6.079 | 18,41 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 11 | 1 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 72 | 18,03 | 4 | 33,33 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Auour Investments LLC | 6.361 | -62,15 | 361 | -62,58 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 122 | -1,61 | 7 | 0,00 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 49.870 | -1,87 | 2.827 | -2,85 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 4.468 | 256 | ||||||
| 2026-03-04 | 13F | SHP Wealth Management | 749.160 | 42.882 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 77.557 | -0,04 | 4.396 | -1,04 | ||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 9.385 | 3,01 | 537 | 3,27 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 9.530 | 1,28 | 540 | 0,37 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 49.478 | 301,74 | 2.832 | 302,84 | ||||
| 2026-02-12 | 13F | Stonegate Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | STAR Financial Bank | 66.412 | -4,73 | 3.801 | -4,50 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2.048 | 116 | ||||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 149 | 9 | ||||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 188.437 | 10,74 | 10.786 | 11,01 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 8.749 | 24,15 | 501 | 24,38 | ||||
| 2026-04-22 | 13F | Qp Wealth Management, Llc | 10.457 | -65,16 | 593 | -65,54 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 47.917 | 5,40 | 2.743 | 6,11 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 7.243 | -12,12 | 406 | -13,83 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 11.098 | 21,09 | 629 | 20,04 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 149.662 | 12,95 | 8.483 | 11,84 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 4.528 | 0,22 | 257 | -0,78 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 2.535 | 0,72 | 144 | -0,69 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 2 | -50,00 | 0 | |||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 30.564 | 0,69 | 1.732 | -0,29 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 31.274 | 7,25 | 1.773 | 6,17 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 5.167 | 18,45 | 293 | 17,27 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 233.880 | -34,48 | 13.387 | -34,32 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 192.669 | -1,85 | 11.028 | -1,61 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 1.403 | 80 | ||||||
| 2026-01-22 | 13F | True North Advisors, LLC | 44.825 | -5,90 | 2.566 | -5,70 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 21.055 | 10,43 | 1.205 | 10,75 | ||||
| 2026-01-29 | 13F | Veracity Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 45.091 | 1,05 | 2.556 | 0,04 | ||||
| 2025-11-05 | 13F | Beacon Harbor Wealth Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 1.151 | -70,24 | 65 | -70,59 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 18.528 | 206,30 | 1.047 | 197,44 | ||||
| 2026-02-12 | 13F | Stelac Advisory Services LLC | 38.119 | -5,27 | 2.195 | -4,44 | ||||
| 2026-02-13 | 13F | Brasada Capital Management, Lp | 16.214 | -2,88 | 929 | -2,11 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 119.942 | -30,39 | 6.866 | -30,22 | ||||
| 2026-05-01 | 13F | SFE Investment Counsel | 35.302 | -9,72 | 2.001 | -10,63 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 13.678 | 69,39 | 783 | 69,63 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 148.985 | 16,45 | 8.444 | 15,31 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 308.905 | 1,29 | 17.509 | -0,42 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 31.614 | 0,33 | 1.810 | 0,56 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 27.940 | 19,92 | 1.584 | 17,87 | ||||
| 2026-01-15 | 13F | LifeGoal Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.226 | -18,31 | 412 | -18,58 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 39.043 | -10,73 | 2.213 | -11,63 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 7.302 | -2,60 | 414 | -3,73 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 1.984 | -9,16 | 114 | -8,87 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 14.798 | 163,59 | 850 | 165,31 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 181.449 | -19,87 | 10.480 | -20,99 | ||||
| 2026-04-24 | 13F | Eagle Bluffs Wealth Management LLC | 100.477 | 0,65 | 5.695 | -1,06 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 110.171 | 2,29 | 6.244 | 1,28 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 33.146 | 4,87 | 1.879 | 3,81 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 66.019 | -1,58 | 3.779 | -1,36 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 61.526 | -0,33 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 3.954 | 0,00 | 224 | -0,88 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 19.539 | 27,82 | 1.118 | 28,21 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 236 | 555,56 | 14 | 550,00 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 345 | -19,39 | 20 | -20,83 | ||||
| 2026-02-17 | 13F/A | Tableaux Llc | 24.782 | -74,26 | 1.410 | -74,34 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 15.494 | -8,24 | 887 | -7,52 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 434.984 | 1.191,64 | 24.655 | 1.169,52 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 1.456 | 22,77 | 0 | |||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 85.046 | -2,49 | 4.868 | -2,25 | ||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 172.357 | -35,84 | 10.069 | -33,91 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 20.941 | -22,88 | 1.199 | -22,71 | ||||
| 2026-04-07 | 13F | Eastern Bank | 131.637 | -4,48 | 7.461 | -5,41 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 280 | 0,00 | 16 | -6,25 | ||||
| 2026-02-10 | 13F | Sfmg, Llc | 295.839 | 7,99 | 16.934 | 8,25 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 19.918 | -2,75 | 1.129 | -3,51 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 405.584 | 9,72 | 22.988 | 8,64 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 61.991 | -8,71 | 3.514 | -9,60 | ||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 10.420 | -15,28 | 596 | -15,10 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 2.822 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 52.853 | -0,86 | 3.025 | -0,62 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 94.537 | 89,31 | 5 | 150,00 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 18.600 | 1,64 | 1.054 | 0,67 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 5.700 | 323 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 9.686 | 4,16 | 558 | 4,70 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 24.890 | -3,61 | 1.425 | -3,39 | ||||
| 2026-04-06 | 13F | CX Institutional | 373 | -74,93 | 0 | |||||
| 2025-11-07 | 13F | Alpha Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 5.618 | -45,65 | 318 | -46,19 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 4.769 | -26,04 | 273 | -26,09 | ||||
| 2026-02-13 | 13F | Menard Financial Group LLC | 15.409 | -3,04 | 882 | -2,76 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 229.372 | -1,44 | 13.001 | -2,40 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 9.367 | -6,19 | 536 | -5,96 | ||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 7.542 | 0,00 | 427 | -0,93 | ||||
| 2025-11-21 | 13F/A | CIBC Bancorp USA Inc. | 46.718 | 2.668 | ||||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 6.555 | 0,00 | 372 | -1,07 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 3.634 | 1,40 | 206 | 0,00 | ||||
| 2026-02-03 | 13F | Kingstone Capital Partners Texas, LLC | 63.209 | 2,17 | 3.618 | 2,43 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 32.616 | -4,42 | 1.867 | -4,21 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 8.099.270 | 11,35 | 463.602 | 11,63 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 39.461 | 10,09 | 2.259 | 10,36 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 157.709 | 21,23 | 9.027 | 21,53 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 8.005 | -30,38 | 458 | -30,18 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 280 | 16 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 12.787 | 6,93 | 725 | 5,85 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3.887 | -22,01 | 220 | -22,81 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 65.166 | 139,74 | 3.694 | 137,49 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 108.330 | -0,51 | 6.140 | -1,48 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 8.510 | 0,42 | 482 | -0,62 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 17.384 | -9,02 | 995 | -8,80 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 9.272 | 45,92 | 526 | 44,63 | ||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 67.249 | -29,05 | 3.812 | -29,75 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 3.628 | 0 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 44.622 | 29,06 | 2.529 | 27,79 | ||||
| 2025-11-14 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 1.572 | 1,29 | 90 | 2,27 | ||||
| 2026-04-29 | 13F | Atlas Wealth Partners, LLC | 3.585 | 0,00 | 203 | -0,98 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 119.524 | 22,66 | 6.842 | 22,95 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 83.286 | -23,87 | 4.767 | -23,68 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 99.361 | -0,87 | 5.687 | -0,19 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 22.010 | -0,00 | 1.248 | -0,95 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 20.292 | 0,00 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 604.267 | -2,21 | 34.588 | -1,97 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 18.382 | 7,66 | 1.060 | 8,83 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 37.728 | 8,80 | 2.155 | 6,48 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 33.057 | 1,20 | 1.874 | 0,21 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16.755 | 17,35 | 965 | 18,40 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 5.726.913 | -30,29 | 327.809 | -30,12 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 2.828 | -3,81 | 0 | |||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 44.872 | -7,13 | 2.588 | -6,20 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 19.100 | 0,54 | 1.083 | -0,46 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management, LLC | 15.123 | -90,84 | 857 | -90,93 | ||||
| 2026-02-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 19.543 | -3,89 | 1.119 | -3,70 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 18.034 | -5,05 | 1.022 | -5,98 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 25.560 | 0,00 | 1.463 | 0,27 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 46.460 | 4,53 | 2.633 | 3,50 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 9.198 | 56,00 | 524 | 55,65 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 386.821 | 4,09 | 21.925 | 3,07 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 5.000 | 0 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 2.550 | 0,00 | 145 | -0,69 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 5.436 | -23,23 | 311 | -23,02 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 28.092 | -3,60 | 1.584 | -5,10 | ||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 6.354 | -35,07 | 360 | -35,71 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 6.236 | 0,00 | 357 | 0,00 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 10.698 | -74,81 | 606 | -75,06 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 25.293 | 1,21 | 1.448 | 1,47 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 750 | 0,00 | 43 | 0,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 382.573 | 9,97 | 22.109 | 11,03 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 58.577 | -10,65 | 3.260 | -13,14 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 1.300.626 | -4,61 | 74.458 | -4,37 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 4.244 | 0,62 | 241 | -0,41 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 30.167 | 11,87 | 1.727 | 12,15 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 5.530.763 | 7,18 | 316.581 | 7,44 | ||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 131.429 | 4,04 | 7.523 | 4,28 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 188.249 | -6,03 | 10.775 | -5,80 | ||||
| 2026-02-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 54.956 | -8,24 | 3.146 | -8,01 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 6.058 | 343 | ||||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 37.149 | 1,91 | 2.126 | 2,16 | ||||
| 2026-01-21 | 13F | Hrc Wealth Management, Llc | 3.559 | 204 | ||||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 12.252 | 104,13 | 701 | 104,97 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 110.774 | 53,58 | 6.279 | 52,08 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 43.672 | 13,28 | 2.500 | 13,54 | ||||
| 2026-03-25 | 13F | Mission Financial Group, LLC | 23.123 | 1.324 | ||||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 3.877 | 222 | ||||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 33.094 | 5,67 | 1.904 | 6,43 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 1.009.369 | 2,57 | 57.776 | 2,82 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 19.476 | -17,34 | 1.115 | -17,17 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 37.930 | 4,25 | 2.171 | 4,53 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 7.332 | 225,72 | 416 | 224,22 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 341.419 | -21,50 | 19.352 | -22,27 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 715.572 | 40.963 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 5.298 | 300 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 19.535 | 90,03 | 1.107 | 54,83 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 59.894 | 3 | ||||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 63.937 | 7,07 | 3.624 | 6,00 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 149.220 | -15,75 | 8.541 | -15,54 | ||||
| 2026-04-29 | 13F | Southern Capital Services Inc /adv | 64.647 | -33,63 | 3.664 | -34,28 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 49.627 | -1,98 | 2.813 | -2,97 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 6.124 | 6,65 | 357 | 9,51 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 26.909 | 0,77 | 1.525 | -0,20 | ||||
| 2026-01-28 | 13F | Sage Advisory Services, Ltd.Co. | 4.052 | -2,13 | 232 | -1,69 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 3.063.422 | 8,13 | 175.350 | 8,39 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 22.018 | 0,63 | 1.248 | -0,40 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 11.400 | 274,38 | 646 | 271,26 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 18.787 | 49,94 | 1.075 | 50,35 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 272 | -83,60 | 15 | -84,04 | ||||
| 2026-04-23 | 13F | Chelsea Counsel Co | 806 | 0,00 | 46 | 0,00 | ||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 131.739 | -1,47 | 7.541 | -1,23 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 14.404 | -14,07 | 824 | -13,90 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 10.296 | -42,56 | 584 | -43,18 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 45.806 | 7,51 | 2.622 | 7,77 | ||||
| 2026-04-10 | 13F | Novem Group | 25.569 | 13,14 | 1.449 | 12,06 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 362 | 0,00 | 21 | 0,00 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 82.953 | 2,67 | 4.748 | 2,93 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 6.737 | 4,66 | 386 | 4,90 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 3.231 | -6,75 | 183 | -7,58 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 968 | 64,35 | 55 | 66,67 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 68.508 | 8,35 | 3.883 | 7,29 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 8.161 | -16,89 | 463 | -17,79 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 43.327 | 5,47 | 2.456 | 3,28 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 10.245 | 7,67 | 581 | 6,62 | ||||
| 2026-02-05 | 13F | Arrow Financial Corp | 195.286 | 11.178 | ||||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 15.303 | 7,10 | 867 | 6,12 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 227.667 | 28.358,38 | 13.032 | 28.857,78 | ||||
| 2026-02-13 | 13F | Beta Wealth Group, Inc. | 4.301 | -45,96 | 246 | -45,81 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 20.969 | 9,98 | 1.189 | 8,10 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 5.082 | 24,50 | 288 | 23,61 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 36.042 | -17,49 | 2.078 | -16,68 | ||||
| 2025-11-07 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Forefront Wealth Management Inc. | 182.906 | 7,08 | 10.470 | 7,34 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 219.531 | 8,23 | 12.443 | 7,17 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 12.336 | 9,29 | 699 | 8,20 | ||||
| 2026-04-24 | 13F | Floyd Financial Group Llc | 179.064 | 7,01 | 10.316 | 3,63 | ||||
| 2026-02-18 | 13F | Troutman Wealth Management, LLC | 80.744 | 4.622 | ||||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 14.134 | 3,41 | 817 | 2,38 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 80.516 | 4,29 | 4.564 | 3,17 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 61.689 | 21,61 | 3.531 | 21,93 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 9.923 | -1,84 | 562 | -2,77 | ||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 7.742 | -14,32 | 439 | -15,28 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 65.886 | 0,00 | 3.771 | 0,00 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 121.746 | 89,19 | 6.969 | 89,66 | ||||
| 2025-11-14 | 13F | Chilton Investment Co Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ducere Wealth Management LLC | 70.135 | 4.015 | ||||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 28.152 | 1.611 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 5.360 | 19,35 | 304 | 17,90 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 132.264 | -12,75 | 7.571 | -13,09 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Private Capital Advisors, Inc. | 4.823 | -24,46 | 276 | -24,18 | ||||
| 2026-02-04 | 13F | Patrick M Sweeney & Associates, Inc | 6.087 | 1,77 | 348 | 2,05 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 237.203 | 3,14 | 13.578 | 3,39 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 4.054 | 0,82 | 230 | -0,43 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 23.349 | -9,17 | 1.323 | -10,06 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 52.804 | -5,87 | 2.993 | -6,82 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 120.253 | 49,29 | 6.816 | 47,83 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 13.859 | 2,05 | 786 | 1,03 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 87.135 | -4,64 | 4.939 | -5,58 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 804.512 | 8,27 | 45.600 | 7,21 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 157.904 | 7,56 | 9.086 | 8,12 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 247.968 | 4,51 | 14.194 | 4,77 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 16.260 | -10,95 | 931 | -10,75 | ||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 31.266 | 40,57 | 1.790 | 40,87 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 3.530 | -18,00 | 200 | -18,70 | ||||
| 2026-02-13 | 13F | WealthTrust Axiom LLC | 4.190 | 240 | ||||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 102.979 | 18,61 | 5.837 | 17,45 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 681.503 | 7,77 | 39.009 | 8,03 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 13.112 | 0,10 | 743 | -0,80 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 5.134 | 1,32 | 291 | 0,00 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 45.913 | -3,45 | 2.602 | -4,41 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 16.206 | 34,44 | 928 | 34,74 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 1 | 0 | ||||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 452 | 26 | ||||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.017.292 | 5,99 | 58.230 | 6,25 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 21.713 | 0,87 | 1.231 | -2,38 | ||||
| 2026-02-03 | 13F | Nordwand Advisors, LLC | 19.565 | 0,00 | 1.120 | 0,18 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 144.439 | 130,21 | 8.187 | 127,96 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 1.226.749 | 4,97 | 70.219 | 5,23 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2.135.264 | 7,19 | 122.223 | 7,45 | ||||
| 2026-04-09 | 13F | Prota Financial, LLC | 8.386 | -96,01 | 475 | -96,05 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 38.090 | -7,08 | 2.159 | -8,01 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 436 | 6,60 | 25 | 4,35 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 19.434 | 185,25 | 1.112 | 185,86 | ||||
| 2026-02-13 | 13F | Jupiter Wealth Management LLC | 16.250 | 0,00 | 959 | 3,34 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 87.814 | 9,68 | 4.977 | 8,60 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 468.740 | 3,95 | 26.568 | 2,94 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 236.766 | 0,56 | 13.695 | 1,62 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.900 | 0,00 | 108 | -0,93 | ||||
| 2026-01-27 | 13F | Members Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Transce3nd, LLC | 4.679 | -0,15 | 274 | 7,03 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 39 | 2 | ||||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 6.782 | 384 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 157.373 | 2,16 | 9.008 | 2,42 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 69.300 | 0,14 | 3.928 | -0,86 | ||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 4.014 | 0,00 | 230 | 0,00 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 47.487 | 2,29 | 2.718 | 2,57 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 64.787 | 2,15 | 3.672 | 1,16 | ||||
| 2026-04-02 | 13F | Cassady Wealth & Retirement Planning, LLC | 14.880 | 852 | ||||||
| 2026-02-13 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 23.645 | 0,00 | 1.353 | 0,22 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 7.513 | -7,45 | 426 | -8,41 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 82.894 | 5,75 | 4.698 | 4,73 | ||||
| 2026-04-24 | 13F | Greater Midwest Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 137.320 | -0,11 | 7.783 | -1,98 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 127.097 | -1,69 | 7.204 | -2,65 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 5.200 | -14,89 | 295 | -15,76 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 43.057 | 4,42 | 2.440 | 3,39 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 29 | 0,00 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 149.554 | 0,61 | 8.477 | -0,38 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 58.826 | 3,92 | 3.367 | 4,18 | ||||
| 2026-02-12 | 13F | RPg Family Wealth Advisory, LLC | 64.951 | -0,82 | 3.746 | 0,16 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 8.000 | 458 | ||||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 34.881 | -19,01 | 1.997 | -18,83 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 49.031 | 3,16 | 2.779 | 2,17 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 6.509 | 1,12 | 369 | 0,00 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 13.321 | 8,21 | 755 | 7,24 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 27.136 | -12,45 | 1.538 | -13,30 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 215.279 | -3,76 | 12.323 | -3,52 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.217 | 16,14 | 299 | 16,41 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 8.444 | 1,38 | 483 | 1,68 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 208.656 | 13,84 | 12 | 10,00 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 79.551 | 2,12 | 4.427 | -0,70 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 23.990 | 185,53 | 1.373 | 186,64 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 9.954 | 0,00 | 564 | -0,88 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 636.728 | 5,16 | 36.090 | 4,13 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 61.359 | -1,61 | 3.512 | -1,35 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 16.061 | 59,46 | 910 | 55,82 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 12.644 | -7,98 | 717 | -8,91 | ||||
| 2026-05-01 | 13F | Avion Wealth | 490 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 2.276 | 130 | ||||||
| 2026-04-22 | 13F | Integrated Wealth Management | 13.120 | 1,61 | 744 | 0,54 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 429.250 | -5,35 | 24.570 | -5,12 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 10.903 | -0,91 | 618 | -1,91 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 64.690 | 1,30 | 3.703 | 1,54 | ||||
| 2026-01-22 | 13F | Campbell Deegan Wealth Management, LLC | 98.217 | 12,39 | 5.622 | 12,67 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 127.447 | 7.295 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 260.500 | -39,40 | 14.911 | -39,26 | |||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 2.881.623 | -8,41 | 164.944 | -8,18 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 85.461 | 3,50 | 4.844 | 2,48 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 59.427 | 5,88 | 3.402 | 6,15 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Anchor Capital Management Group Inc | 40.000 | 0,00 | 2.284 | 0,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 264.900 | 42,11 | 15.163 | 42,46 | |||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 80.491 | -5,21 | 4.562 | -6,13 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 69.743 | 3,55 | 3.953 | 2,54 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 71.808 | 1,44 | 4.110 | 1,71 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 198.577 | 20,42 | 11.255 | 19,24 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 263.643 | 10,22 | 15.054 | 10,72 | ||||
| 2026-02-13 | 13F | Security National Bank Of So Dak | 29.885 | 0,00 | 1.711 | 0,23 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 2.060 | 0,00 | 118 | 0,00 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 9.441 | 5,01 | 535 | 3,28 | ||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 9.774 | 559 | ||||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 52.313 | -71,51 | 2.965 | -71,98 | ||||
| 2026-01-22 | 13F | Cascade Investment Group, Inc. | 27.320 | -8,52 | 1.564 | -8,33 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 5.456 | -0,55 | 312 | 0,00 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 10.421 | 8,73 | 596 | 8,96 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 82.303 | 2,01 | 4.665 | 1,02 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 4.995 | 283 | ||||||
| 2026-02-10 | 13F | Lummis Asset Management, LP | 163 | 9 | ||||||
| 2026-02-11 | 13F | Wills Financial Group LLC | 4.711 | 270 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 287.416 | -0,17 | 16.452 | 0,07 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 57.799 | 242,17 | 3.308 | 243,15 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 30.610 | 11,88 | 1.735 | 10,73 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 9.443 | -8,44 | 541 | -8,16 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 4.695 | 35,85 | 270 | 34,33 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 21.921 | 4,79 | 1.239 | 2,23 | ||||
| 2026-02-04 | 13F | Frontier Asset Management, LLC | 40.008 | 7,33 | 2.290 | 7,61 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 50.892 | -7,35 | 2.885 | -8,27 | ||||
| 2026-01-26 | 13F | Lionsbridge Wealth Management LLC | 13.211 | -58,61 | 756 | -58,51 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 294.095 | 12,67 | 16.834 | 12,94 | ||||
| 2026-02-05 | 13F | L & S Advisors Inc | 16.679 | 9,50 | 955 | 9,78 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 18.885 | 3,69 | 1.070 | 2,69 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 42.826 | -18,79 | 2.427 | -19,56 | ||||
| 2026-01-14 | 13F | Hourglass Capital, Llc | 20.150 | -33,17 | 1.153 | -33,00 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 37.843 | 4,57 | 2.166 | 4,84 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 6.672 | -35,51 | 385 | -34,92 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.653.081 | -15,10 | 95 | -15,32 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 169.135 | 28,63 | 9.587 | 27,37 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 5.433 | -17,19 | 308 | -18,13 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 4.558 | 0,00 | 258 | -0,77 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 12.602 | -0,51 | 714 | -1,52 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 6.170 | 350 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 15.810 | -4,00 | 910 | -5,41 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 7.161 | -86,82 | 406 | -86,98 | ||||
| 2026-02-13 | 13F | Aft, Forsyth & Company, Inc. | 15.976 | -1,36 | 914 | -1,08 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Perissos Private Wealth Management, LLC | 107.550 | -2,14 | 6.156 | -1,90 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 10.893 | -6,92 | 617 | -7,77 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 124.204 | 1,56 | 7.109 | 1,82 | ||||
| 2026-04-17 | 13F | Independent Investors Inc | 15.211 | 0,00 | 862 | -0,92 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 15.704 | 28,17 | 890 | 26,96 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Dempsey Capital Management Llc | 57 | 1.040,00 | 3 | |||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 22.297 | -8,04 | 1.276 | -7,80 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 59.846 | -3,20 | 3.392 | -4,13 | ||||
| 2026-01-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 23.791 | 0,16 | 1.362 | 0,37 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 61.175 | 38,58 | 3.538 | 37,50 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 14.225 | -2,12 | 814 | -1,81 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 460.502 | -4,33 | 26.359 | -4,09 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 58.839 | 4,58 | 3.335 | 3,54 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 466.040 | -0,39 | 26.683 | -0,12 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 14.595 | -16,56 | 827 | -17,38 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 726.571 | 1,88 | 41.182 | 0,88 | ||||
| 2026-02-14 | 13F | Pointe Capital Management LLC | 16.290 | -6,06 | 932 | -5,86 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 152.868 | 4,97 | 8.750 | 5,23 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 21.460 | 27,89 | 1.214 | 25,44 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.402 | 79 | ||||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 14.167 | -86,63 | 815 | -86,58 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 2.503 | 0,00 | 142 | -1,40 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 15.790 | -5,94 | 895 | -6,87 | ||||
| 2026-01-30 | 13F | Reicon Wealth Advisors, Llc | 6.280 | 359 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 15.290 | 867 | ||||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 12.461 | 18,02 | 706 | 16,89 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Rockport Wealth LLC | 67.990 | 9,45 | 3.892 | 9,70 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 101.691 | 62,96 | 5.764 | 61,38 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 163.895 | -1,44 | 9.290 | -2,41 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 11.294 | 0,00 | 646 | 0,31 | ||||
| 2026-01-26 | 13F | Heritage Wealth Architects, Inc. | 104.593 | -10,04 | 6.106 | -8,01 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 6.649 | 4,56 | 381 | 4,68 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 164.789 | 9.340 | ||||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 254.769 | -1,47 | 14.440 | -2,43 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 352.954 | -1,24 | 20.005 | -2,21 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 33.778 | 5,33 | 1.915 | 4,31 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 855 | 0,00 | 42 | -12,50 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 2.257 | 105,18 | 128 | 104,84 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 5.972 | 2,97 | 338 | 2,11 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 59.027 | 7,63 | 3.378 | 7,86 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 68.574 | -6,01 | 3.887 | -7,63 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 80.654 | 4,76 | 4.571 | 3,74 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 32.124 | -1,20 | 1.821 | -2,20 | ||||
| 2026-04-16 | 13F | Friday Financial | 3.620 | 0,00 | 205 | -0,97 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 4.465 | 0,25 | 253 | -0,39 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 40.850 | 8,71 | 2.338 | 9,00 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 266.092 | 535,37 | 15.231 | 537,01 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 15.407 | 10,30 | 882 | 10,54 | ||||
| 2026-02-13 | 13F | Commerce Bank | 6.953 | -18,52 | 398 | -18,48 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 6.642 | -78,07 | 382 | -77,96 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 3.797 | 217 | ||||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 40.082 | 2,69 | 2.294 | 2,96 | ||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 3.533 | 202 | ||||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 32.702 | -9,74 | 2 | -50,00 | ||||
| 2026-01-28 | 13F | Lebenthal Global Advisors, LLC | 765.683 | 2,25 | 43.828 | 2,50 |
