Grundlæggende statistik
| Institutionelle ejere | 1444 total, 1434 long only, 1 short only, 9 long/short - change of 3,35% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3932 % - change of -4,27% MRQ |
| Institutionelle aktier (lange) | 25.409.845 (ex 13D/G) - change of -0,45MM shares -1,74% MRQ |
| Institutionel værdi (lang) | $ 14.757.811 USD ($1000) |
Institutionelt ejerskab og aktionærer
State Street SPDR S&P MIDCAP 400 ETF Trust (US:MDY) har 1444 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 25,409,845 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Wells Fargo & Company/mn, Morgan Stanley, Northern Trust Corp, Goldman Sachs Group Inc, Us Bancorp \de\, Pathstone Holdings, LLC, Northwestern Mutual Wealth Management Co, Pnc Financial Services Group, Inc., and Kayne Anderson Rudnick Investment Management Llc .
State Street SPDR S&P MIDCAP 400 ETF Trust (ARCA:MDY) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 24, 2026 is 664,47 / share. Previously, on April 28, 2025, the share price was 519,41 / share. This represents an increase of 27,93% 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
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-14 | 13F | West Branch Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 1.928 | 0,00 | 1.163 | 1,22 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 792 | 0,00 | 478 | 1,06 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 5.599 | -0,55 | 3.453 | 1,68 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5.876 | 719,53 | 3.545 | 729,98 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 45.685 | -47,46 | 28.435 | -48,01 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Call | 3.400 | 0,00 | 2.027 | 5,19 | |||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Put | 2.300 | -51,06 | 1.371 | -48,53 | |||
| 2026-02-04 | 13F | GGM Financials LLC | 89 | 1,14 | 53 | 1,92 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 543 | 9,92 | 335 | 12,08 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 2.120 | -7,67 | 1.279 | -6,51 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 1.640 | -3,53 | 989 | -2,37 | ||||
| 2026-04-23 | 13F | Jones Kertz & Associates, Inc. | 3.070 | -0,29 | 1.893 | 1,94 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 888 | 13,70 | 1 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 852 | 0,00 | 514 | 1,18 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 465 | 5,20 | 281 | 6,46 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 117 | 0,00 | 72 | 2,86 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 2.058 | -3,43 | 1.269 | -1,25 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 488 | 294 | ||||||
| 2026-02-12 | 13F | Ruggiero Investments, Inc. | 458 | 276 | ||||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 618 | 3,00 | 373 | 4,20 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 932 | -15,43 | 575 | -13,55 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 240.664 | 2,16 | 145.220 | 3,42 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 23.750 | 0,00 | 14.156 | 5,22 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 352.323 | 3,77 | 212.551 | 5,03 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 2.279 | 0,22 | 1.375 | 1,40 | ||||
| 2025-11-13 | 13F | Capital Fund Management S.a. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-13 | 13F | Bank of New Hampshire | 8.479 | -0,55 | 5.230 | 1,67 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 370 | 0,00 | 223 | 1,36 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 917 | 0,00 | 608 | 4,29 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 3.407 | -3,51 | 2.055 | -2,33 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 1.277 | 770 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 688 | 0,00 | 424 | 2,17 | ||||
| 2026-01-27 | 13F | Highview Capital Management LLC/DE/ | 8.094 | -1,21 | 4.883 | -0,02 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 722 | 0,00 | 445 | 2,30 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 163 | 0,00 | 98 | 1,03 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 2.869 | -8,57 | 1.737 | -7,41 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 214.319 | -1,55 | 129.298 | -0,35 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 555 | 0,00 | 335 | 1,21 | ||||
| 2026-02-13 | 13F | United Bank | 1.025 | 0,00 | 618 | 1,31 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.654 | 3,87 | 2.205 | 5,10 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 150.332 | 1,35 | 90.692 | 2,58 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 59.895 | -0,64 | 36.134 | 0,57 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 518 | -8,32 | 319 | -6,18 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 372 | 0,00 | 224 | 1,36 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 623 | 0,16 | 384 | 2,40 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 953 | 0,00 | 588 | 2,26 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 1.362 | -1,30 | 822 | -0,12 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 650 | 0,00 | 392 | 1,29 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 6.890 | -5,53 | 4.249 | 35,88 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 11.199 | -2,96 | 6.756 | -1,79 | ||||
| 2026-02-12 | 13F | Ardent Capital Management, Inc. | 730 | 0,00 | 440 | 1,15 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 380 | 0,00 | 229 | 1,33 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 1.988 | 0,00 | 1.199 | 1,27 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 11.822 | -20,62 | 7.132 | -19,65 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 445 | 0,00 | 269 | 1,13 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 100 | 0,00 | 60 | 1,69 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 391 | 1,56 | 236 | 3,06 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 1.784 | -0,11 | 1.100 | 2,14 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 1.870 | 0,00 | 1.128 | 1,26 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 5.637 | 0,00 | 3.401 | 1,22 | ||||
| 2026-02-03 | 13F | Lumbard & Kellner, LLC | 360 | 0,00 | 217 | 1,40 | ||||
| 2026-02-05 | 13F | Conning Inc. | 38.596 | 0,00 | 23.284 | 1,22 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 392 | 0,00 | 236 | 1,29 | ||||
| 2026-02-17 | 13F | Balyasny Asset Management Llc | 90.763 | 1.942,37 | 54.756 | 1.967,79 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 352 | 0,00 | 217 | 2,36 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 467 | 282 | ||||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 1.053 | 0,57 | 635 | 1,76 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 841 | 0,00 | 507 | 1,20 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F/A | RBF Capital, LLC | 10.000 | 0,00 | 6.033 | 1,21 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 626 | 29,07 | 386 | 32,19 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 3.819 | -0,29 | 2.313 | 1,45 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 1.141 | -0,78 | 704 | 1,44 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 2.109 | 15,18 | 1.301 | 17,75 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 2.203 | -8,21 | 1.329 | -7,13 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 11.015 | 21,35 | 6.645 | 22,83 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 1.171 | -0,17 | 706 | 1,00 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 375 | 226 | ||||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 4.103 | -2,22 | 2.531 | -0,04 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 2.522 | 1.521 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 6 | -14,29 | 0 | |||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 2.061 | 0,24 | 1.243 | 1,22 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 734 | 0,00 | 443 | 1,14 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 760 | 0,00 | 469 | 2,18 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 373 | 0,00 | 230 | 2,23 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 1.740 | 20,83 | 1.076 | 23,42 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 32.988 | 5,20 | 19.901 | 6,49 | ||||
| 2026-02-09 | 13F | Ghe, Llc | 1.200 | 724 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 2.241 | 0,00 | 1.382 | 2,29 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 18 | 0,00 | 11 | 10,00 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 1.799 | 1.085 | ||||||
| 2026-01-27 | 13F | Leisure Capital Management | 1.405 | 0,00 | 848 | 1,19 | ||||
| 2026-01-27 | 13F | Farrow Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 32.607 | 1,92 | 19.671 | 3,16 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 4.563 | 2.753 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 17.432 | 2,13 | 10.517 | 3,37 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 2.000 | 0,00 | 1.207 | 1,17 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 541 | 327 | ||||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1.034 | 1,67 | 638 | 3,92 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 4.800 | -10,70 | 2.960 | -8,70 | ||||
| 2026-02-13 | 13F | Brant Point Investment Management Llc | Put | 350 | -99,42 | 21.115 | -40,96 | |||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 2.916 | -1,35 | 1.759 | -0,11 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 8.441 | 5.206 | ||||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 2.034 | -15,78 | 1.227 | -14,73 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 467 | 0,00 | 288 | 2,49 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 11.338 | 463,52 | 6.840 | 475,19 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 466 | 0,22 | 281 | 1,44 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 21.143 | -0,39 | 12.780 | 0,88 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 113 | 0,00 | 70 | 1,47 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 1.426 | 1,64 | 863 | 2,98 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 8.425 | 10,42 | 5.021 | 16,17 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 113.788 | -0,92 | 68.646 | 0,29 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 757 | -11,57 | 457 | -10,59 | ||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 353 | -12,41 | 213 | -11,67 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 645 | 0,00 | 398 | 2,06 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 3.895 | 1,80 | 2.402 | 4,07 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 3.894 | 0,00 | 2.402 | 2,21 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 569 | -4,85 | 351 | -2,78 | ||||
| 2026-02-13 | 13F | Progressive Investment Management Corp | 499 | -10,09 | 301 | -8,79 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 2.063 | 0,00 | 1.272 | 2,25 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 10.229 | -0,68 | 6.193 | 0,90 | ||||
| 2026-02-17 | 13F | Bitterroot Capital Advisors Llc | 2.929 | 1.767 | ||||||
| 2026-02-17 | 13F | EFG International AG | 66 | 40 | ||||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 576 | 0,00 | 347 | 1,17 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 10.323 | -0,92 | 6.228 | 0,27 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 334 | 0,00 | 206 | 1,99 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7.892 | 0,19 | 4.868 | 2,42 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 887 | -3,59 | 547 | -1,44 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 888 | 0,00 | 548 | -6,01 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 374 | -28,63 | 226 | -27,88 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 1.902 | -5,00 | 1.147 | -3,78 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 1.075 | 649 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10.721 | -3,97 | 6.468 | -2,81 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 6.589 | -4,99 | 3.975 | -3,82 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 2.458 | 1.483 | ||||||
| 2026-04-06 | 13F | CX Institutional | 1.142 | -2,89 | 1 | |||||
| 2026-04-14 | 13F | Legacy Trust | 426 | 0,00 | 263 | 2,34 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 12.640 | 9,40 | 7.534 | 15,11 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 10.874 | 0,00 | 6.707 | 2,24 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 245.251 | 58,89 | 147.955 | 60,83 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 69 | -69,33 | 0 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 333 | 0,00 | 205 | 2,50 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 536 | 0,00 | 347 | 6,79 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 2.900 | 0,00 | 1.750 | 1,22 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 375 | 0,00 | 231 | 2,21 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 436 | 2,35 | 263 | 15,86 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 1.034 | 16,57 | 638 | 19,07 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 564 | -1,91 | 341 | -0,87 | ||||
| 2026-02-02 | 13F | Summit Place Financial Advisors, LLC | 780 | 0,00 | 471 | 1,29 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 348 | 210 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 436 | 0,00 | 269 | 1,90 | ||||
| 2026-01-21 | 13F | Tandem Investment Partners LLC | 6.170 | -2,22 | 3.722 | -1,01 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 1.453 | -0,68 | 896 | 1,59 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 636 | 42,92 | 384 | 44,53 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 365 | 0,00 | 225 | 2,27 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 1.930 | -2,08 | 1.164 | -0,94 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 7.239 | -3,58 | 4 | 0,00 | ||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 3.741 | 0,00 | 2.257 | 1,21 | ||||
| 2026-02-06 | 13F | Taylor Financial Group, Inc. | 1.883 | -1,67 | 1.136 | -0,53 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 3.247 | 13,97 | 1.966 | 15,45 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 5.523 | 3,72 | 3 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 819 | 3,02 | 505 | 5,43 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 7.515 | -2,55 | 4.534 | -1,37 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 64 | 0,00 | 39 | 0,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 1.788 | -5,25 | 1.154 | 1,32 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3.551 | 2,01 | 2.190 | 4,29 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 741 | 2,49 | 447 | 3,71 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 870 | 0,00 | 537 | 2,29 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 523 | 0,00 | 323 | 2,22 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 3.808 | -1,88 | 2.349 | 0,30 | ||||
| 2026-02-03 | 13F | Providence First Trust Co | 4.887 | 202,23 | 2.948 | 206,13 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 12 | 0,00 | 7 | 0,00 | ||||
| 2025-11-13 | 13F/A | Cynosure Management, Llc | 421 | 0,00 | 251 | 5,04 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 1.840 | -0,22 | 1.135 | 1,98 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 9.707 | -0,03 | 5.987 | 2,20 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 5.645 | 0,00 | 3.406 | 1,22 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 1.634 | 60,20 | 986 | 62,27 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 614 | -53,31 | 366 | -50,81 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 434 | 0,00 | 268 | 2,30 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 469 | -9,46 | 283 | -8,74 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 1.510 | -0,20 | 911 | 1,00 | ||||
| 2026-02-12 | 13F | Nuveen, LLC | 2.053 | 1.239 | ||||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 389 | 235 | ||||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 79 | 48 | ||||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 1 | 0,00 | 1 | |||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 456 | -20,14 | 275 | -19,12 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 466 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Pincus Capital Management, Lp | 3.695 | 2.229 | ||||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 704 | 0,00 | 434 | 2,36 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 513.790 | 2,20 | 309.959 | 3,44 | ||||
| 2026-04-21 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 150 | 0,00 | 90 | 1,12 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 1.553 | -9,76 | 937 | -8,68 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 19.879 | 160,74 | 11.993 | 163,97 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 500 | 0,00 | 302 | 1,01 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.052 | 12,77 | 2.519 | 16,24 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 80 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1.131 | 0,00 | 698 | 2,20 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 340 | 0,00 | 205 | 1,49 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 766 | 462 | ||||||
| 2026-01-30 | 13F | Jennison Associates Llc | 3.528 | 671,99 | 2.128 | 682,35 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 6.455 | 63,67 | 3.894 | 65,70 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 175 | 109 | ||||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 4.809 | 0,42 | 2.901 | 1,65 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 570 | -0,35 | 352 | 1,74 | ||||
| 2026-04-08 | 13F | Gillespie Robinson & Grimm Inc | 575 | -10,85 | 355 | -9,00 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 1.144 | -0,78 | 690 | 0,44 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.228 | 0,00 | 757 | 2,30 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2 | 1 | ||||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 4.294 | -5,31 | 2.591 | 0,82 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 819 | -1,68 | 507 | 0,40 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 931 | -3,12 | 562 | -1,92 | ||||
| 2026-02-02 | 13F | Citizens Business Bank | 1.041 | 119,16 | 628 | 121,91 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 2.617 | -1,80 | 1.579 | -0,63 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 1.050 | 0,00 | 657 | 3,63 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 53.158 | -0,81 | 32 | 3,23 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 3.223 | 2,32 | 1.944 | 3,57 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 8.166 | 2,43 | 5.036 | 4,72 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 662 | 0,00 | 399 | 1,27 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 1.413 | 14,23 | 871 | 16,76 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 17.334 | 8,68 | 10.457 | 9,99 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 53.394 | 1,40 | 32.217 | 2,65 | ||||
| 2025-11-20 | 13F | Maven Securities LTD | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Arwa Llc | 702 | 0,00 | 453 | 6,86 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 339 | -2,59 | 204 | -1,45 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 10.588 | 1,94 | 6.530 | 4,21 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 11.325 | 3,13 | 6.832 | 4,40 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 2.257 | 14,45 | 1.362 | 15,83 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 1.086 | -3,38 | 655 | -2,09 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 689 | 0,00 | 416 | 1,22 | ||||
| 2026-02-13 | 13F | Marshall Wace, Llp | 32.062 | 19.342 | ||||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 1.369 | 0,00 | 826 | 1,23 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 395 | -15,96 | 238 | -15,00 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 4.963 | -0,94 | 2.995 | 0,27 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 381 | 0,00 | 235 | 2,18 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 395 | -5,05 | 238 | -3,64 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 3.090 | -0,77 | 1.864 | 0,49 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 448 | 0,22 | 276 | 2,60 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 25 | 0,00 | 15 | 0,00 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 3.743 | 0,00 | 2.266 | 1,34 | ||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 475 | 0,00 | 287 | 1,06 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 349 | -19,03 | 215 | -16,99 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 89.938 | -3,53 | 54.339 | -2,25 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 1.011 | -78,95 | 610 | 30.350,00 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 5.089 | -0,61 | 3.070 | 0,62 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 1.967 | 30,96 | 1.216 | 34,22 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 2.885 | -22,24 | 1.779 | -20,51 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 1.301 | -10,09 | 802 | -8,03 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 4.219 | 5,90 | 2.545 | 11,38 | ||||
| 2026-02-05 | 13F | Roberts Glore & Co Inc /il/ | 1.471 | 0,00 | 887 | 1,26 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 5.381 | 0,00 | 3.246 | 1,22 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 1.978 | -76,81 | 1.193 | -76,52 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 174.446 | 1,15 | 105.240 | 2,38 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 325 | 200 | ||||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 443 | 7,79 | 267 | 9,43 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 7.568 | 14,67 | 4.566 | 16,07 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 25 | 15 | ||||||
| 2026-04-09 | 13F | FCG Investment Co | 1.210 | -1,31 | 746 | 2,19 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 1.027 | 620 | ||||||
| 2026-02-11 | 13F | Fiera Capital Corp | 1.913 | 4,65 | 1.154 | 5,97 | ||||
| 2025-11-04 | 13F | Wilkinson Global Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 717 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 618 | 0,00 | 381 | 2,42 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 562 | 0,00 | 373 | 4,20 | ||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 11.421 | 7,39 | 6.890 | 8,71 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 1.790 | 0,00 | 1.080 | 1,22 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 4.864 | -0,67 | 3.000 | 1,52 | ||||
| 2025-11-07 | 13F | Compass Wealth Management LLC | 2.691 | -2,46 | 1.604 | 2,62 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 742 | 65,62 | 458 | 69,26 | ||||
| 2026-02-13 | 13F | Blackhill Capital Inc | 351 | 0,00 | 212 | 0,96 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 6.301 | -2,69 | 3.801 | -1,50 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 50 | 177,78 | 32 | 210,00 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1.429 | -4,67 | 881 | -2,54 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 119 | -79,30 | 72 | -77,74 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 795 | -95,95 | 480 | -95,91 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 12.547 | 2,76 | 7.570 | 4,01 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 2.349 | 1.417 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 4.327 | 1,17 | 2.675 | 3,32 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 1.780 | -1,39 | 1.098 | 0,55 | ||||
| 2026-02-11 | 13F | Mirae Asset Securities (usa) Inc. | 111.131 | -0,14 | 67.043 | 1,08 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 4.093 | 0,00 | 2.632 | 1,15 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 67.994 | -5,25 | 41.020 | -4,10 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1.293 | 3,52 | 804 | 6,77 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 3.836 | -2,69 | 2.314 | -0,73 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 110 | 66 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | -100,00 | 0 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 374 | -44,51 | 225 | -43,89 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 1.426 | 0,00 | 860 | 1,30 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 350 | -27,08 | 211 | -26,22 | ||||
| 2026-02-04 | 13F | Garrett Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 1.927 | 1.188 | ||||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 2.033 | -0,15 | 1.254 | 2,04 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 345 | -0,29 | 208 | 0,97 | ||||
| 2026-02-17 | 13F | Marin Bay Wealth Advisors, LLC | 3.550 | 2.142 | ||||||
| 2025-11-14 | 13F | Symmetry Investments LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 1.542 | 1,05 | 930 | 2,31 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 432 | -72,54 | 261 | -72,25 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 2.895 | -6,19 | 1.746 | -5,06 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 1.505 | 0,07 | 928 | |||||
| 2026-01-05 | 13F | Catherine Avery Investment Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 1.365 | -2,01 | 824 | -0,84 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 1.586 | -0,94 | 957 | 0,31 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 2.742 | 0,00 | 1.654 | 1,22 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 600 | -5,81 | 370 | -3,65 | ||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 98 | 0,00 | 59 | 1,72 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 332 | 0,00 | 205 | 2,00 | ||||
| 2026-02-04 | 13F | Long Road Investment Counsel, LLC | 1.850 | 5,71 | 1.116 | 7,00 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 51 | 0,00 | 31 | 3,33 | ||||
| 2026-01-23 | 13F | Ashford Advisors, LLC | 1.361 | 0,00 | 824 | 1,35 | ||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 3.313 | 0,27 | 1.999 | 1,47 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 84 | 51 | ||||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 1.806 | -17,80 | 1.089 | -16,81 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 13.716 | 8.175 | ||||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 2.335 | 0,00 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 102 | 0,00 | 63 | 3,28 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 837 | -5,53 | 505 | -4,17 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 741 | -1,85 | 449 | -0,67 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 28.772 | 14,61 | 17.362 | 16,04 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 30 | 0,00 | 18 | 5,88 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 5.368 | -3,59 | 3.311 | -1,46 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 5.845 | 0,85 | 3.605 | 3,12 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 419 | -10,47 | 253 | -9,32 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 700 | -6,67 | 432 | -4,65 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 33.223 | -0,32 | 20.115 | 0,98 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 558 | -7,77 | 337 | -6,67 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2.167 | -7,04 | 1.337 | -4,98 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2.053 | 0,00 | 1.266 | 2,26 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 925 | 0,00 | 558 | 1,27 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 33.836 | 22,80 | 20 | 25,00 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 1.805 | -9,43 | 1.089 | -8,34 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 35.986 | 0,46 | 21.710 | 1,69 | ||||
| 2026-02-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 325 | -8,45 | 200 | -6,54 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 484 | -0,21 | 292 | 1,04 | ||||
| 2026-02-13 | 13F | Maren Capital LLC | 964 | 0,00 | 582 | 1,22 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 359 | 0,00 | 222 | 2,31 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 3.625 | 0,00 | 2.236 | 2,24 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 984 | -27,59 | 1 | |||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 25 | 0,00 | 16 | 0,00 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 1.879 | -0,79 | 1.134 | 0,44 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 1.190 | 0,00 | 718 | 1,13 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 8.104 | 0,72 | 4.889 | 0,47 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 830 | 512 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 2.587 | 70,20 | 1.561 | 72,38 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 4.710 | -2,81 | 2.852 | -1,52 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 5.496 | 0,92 | 3.316 | 2,16 | ||||
| 2026-01-21 | 13F | Summa Corp. | 600 | 0,00 | 362 | 1,12 | ||||
| 2025-10-30 | 13F | Boston Common Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 2.353 | -0,84 | 1.420 | 0,35 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 481 | 9,07 | 297 | 11,70 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 3.999 | 0,45 | 2.467 | 2,71 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 841 | 0,00 | 507 | 1,20 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 3.598 | -85,90 | 2.219 | -85,58 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 1.674 | 0,00 | 1.010 | 1,20 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 704 | -2,76 | 425 | -1,62 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 14.456 | -3,51 | 8.721 | -2,33 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 901 | 537 | ||||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 115 | 0,00 | 71 | 1,45 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Tsfg, Llc | 2.777 | -6,18 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 445 | 0,00 | 274 | 2,24 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Schrum Private Wealth Management LLC | 1.298 | 0,00 | 783 | 1,29 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 946 | -3,17 | 591 | -3,59 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 585 | -2,50 | 353 | -1,12 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 2.373 | -10,32 | 1.432 | -9,26 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 1.447 | -2,30 | 873 | -1,02 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Associated Banc-corp | 7.682 | -10,07 | 4.634 | -8,98 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 5.893 | 1,12 | 3.555 | 2,36 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 683 | 0,00 | 412 | 1,23 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 3.674 | -0,19 | 2.266 | 2,03 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 4.965 | 0,36 | 2.995 | 1,18 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.410 | -0,42 | 870 | 1,76 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 515 | 0,00 | 311 | 1,31 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 880 | 0,00 | 533 | 1,33 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Cortland Associates Inc/mo | 580 | 0,00 | 350 | 1,16 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 85 | 0,00 | 52 | 1,96 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 2.311 | -1,95 | 1.394 | -0,71 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 850 | -97,28 | 19 | 5,56 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 17.983 | 10.960 | ||||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 949 | -0,42 | 585 | 1,92 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 54 | 0,00 | 0 | |||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Camden National Bank | 516 | 0,00 | 311 | 1,30 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 85.504 | -0,36 | 52.735 | 1,86 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 3.783 | -0,26 | 2.282 | 0,93 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 37 | 22 | ||||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 9.118 | -1,47 | 5.501 | -0,27 | ||||
| 2026-02-12 | 13F | Fortress Private Ledger, Llc | 1.059 | -18,85 | 639 | -17,89 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5.650 | -19,16 | 3.485 | -17,36 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 1.463 | -0,54 | 883 | 0,68 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 8.313 | 4,13 | 5.015 | 5,40 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 405 | 244 | ||||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 603 | 0,00 | 359 | 5,28 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 463 | 0,00 | 279 | 1,45 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 31.188 | -0,42 | 19.236 | 1,81 | ||||
| 2026-02-09 | 13F | Arvest Bank Trust Division | 231.907 | -0,31 | 139.905 | 0,90 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 2.659 | 2 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 5.320 | 7,76 | 3.209 | 9,08 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 4.242 | 27,62 | 2.618 | 30,51 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 551 | -73,14 | 357 | -71,10 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 11.919 | 3,84 | 7.368 | 6,04 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 2.050 | 0,00 | 1.264 | 2,27 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 404 | 0,00 | 244 | 1,67 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 11.747 | 0,19 | 7.087 | 1,40 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 2.647 | -15,24 | 1.633 | -13,33 | ||||
| 2026-04-24 | 13F | Bayban | 273 | -19,71 | 168 | -18,05 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 8 | 0,00 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | Capital Fund Management S.a. | Call | 15.200 | -22,84 | 9.170 | -21,91 | |||
| 2026-04-10 | 13F | Granite FO LLC | 17.037 | 2,47 | 10.508 | 4,76 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 18.514 | 0,54 | 11.169 | 1,77 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 4.562 | 0,04 | 2.752 | 1,29 | ||||
| 2025-11-12 | 13F | Alpha Zero LLC | 400 | 0,00 | 238 | 5,31 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 1.405 | -2,43 | 848 | -1,28 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 22.021 | 7,41 | 13.284 | 8,72 | ||||
| 2025-11-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Hummer Financial Advisory Services Inc | 17.189 | 0,56 | 10.628 | 2,69 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 2.712 | -1,63 | 1.636 | -0,43 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 1.758 | -1,07 | 1.061 | 0,09 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 8.832 | -3,07 | 5.328 | -1,90 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 3.505 | -4,42 | 2.089 | 0,58 | ||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | Call | 7.700 | 4.645 | |||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | Put | 6.100 | 3.680 | |||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | 1.580 | 953 | ||||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 4.764 | 0,25 | 2.874 | 1,48 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 304 | 0,00 | 184 | 1,10 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 66.505 | -0,74 | 40.121 | 0,47 | ||||
| 2026-02-17 | 13F | Creative Planning | 276.564 | -3,34 | 166.846 | -2,17 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 585 | 0,00 | 361 | 2,27 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 377 | 0,00 | 227 | 1,34 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 10 | 0,00 | 6 | 20,00 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 1.032 | 0,00 | 623 | 1,14 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 1.185 | 0,00 | 715 | 1,13 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 2.210 | 0,00 | 1.363 | 2,25 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 1.284 | -0,08 | 774 | 1,18 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 655 | 0,00 | 395 | 1,28 | ||||
| 2026-02-05 | 13F | Isthmus Partners, Llc | 718 | 38,61 | 433 | 40,58 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 1.600 | -7,89 | 965 | -6,76 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 2.469 | 184,78 | 1.489 | 188,57 | ||||
| 2026-02-17 | 13F | Mairs & Power Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 95 | -66,43 | 57 | -66,07 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 9.857 | -12,88 | 5.947 | -11,82 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 2.551 | -3,26 | 1.539 | -2,10 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 10.451 | 0,00 | 6.446 | 2,24 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 14.500 | 2,11 | 8.748 | 3,36 | |||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 5.979 | -2,24 | 3.688 | -0,08 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 52.300 | -1,88 | 31.552 | -0,68 | |||
| 2026-02-12 | 13F | Jane Street Group, Llc | 32.820 | 10,15 | 19.800 | 11,49 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 5.880 | -0,10 | 3.627 | 2,14 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 2.004 | 0,00 | 1.209 | 1,17 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 2.700 | -1,14 | 1.710 | 5,30 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 1.728 | 0,00 | 1.046 | 1,65 | ||||
| 2026-01-20 | 13F | Meridian Investment Counsel Inc. | 8.565 | -1,22 | 5.167 | -0,04 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 461 | -13,83 | 285 | -12,07 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 13.966 | -2,98 | 8.614 | -0,81 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 10.437 | 5,63 | 6.296 | 6,80 | ||||
| 2026-04-23 | 13F | Bell Bank | 935 | 0,00 | 577 | 2,13 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 17.760 | -2,34 | 10.953 | -0,15 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 3.649 | -3,59 | 2.251 | -1,45 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 1.513 | 0,00 | 913 | 1,22 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 523 | -31,63 | 316 | -30,77 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 7.552 | -0,04 | 4.658 | 2,19 | ||||
| 2026-01-22 | 13F | Montz Harcus Wealth Management LLC | 16.037 | 1,12 | 9.675 | 2,34 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 20.694 | 44,75 | 12.484 | 46,53 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 4.457 | -0,13 | 2.756 | 1,96 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 1.867 | -3,36 | 1.151 | -1,20 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 79 | 0,00 | 48 | 0,00 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 3.629 | -12,11 | 2.238 | -10,12 | ||||
| 2026-02-05 | 13F | Clarendon Private LLC | 1.522 | 0,26 | 918 | 1,55 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 926 | 0,00 | 571 | 2,33 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 4.063 | 12,89 | 2.452 | 14,27 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 992 | 0,00 | 612 | 2,17 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 897 | 0,00 | 541 | 1,31 | ||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 64.328 | 1,09 | 38.808 | 2,32 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 707 | -5,35 | 436 | -3,11 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 1.241 | 765 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 1.075 | -0,74 | 663 | 1,38 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 59.213 | -0,93 | 35.722 | 0,27 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 644 | -7,74 | 398 | -5,69 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 442 | 7,02 | 267 | 8,13 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 2.127 | 0,00 | 1.283 | 1,26 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 138 | 961,54 | 85 | 1.114,29 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 16 | 0,00 | 10 | 0,00 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 544 | 0,00 | 328 | 1,23 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | St. Johns Investment Management Company, LLC | 3.973 | -2,53 | 2.397 | -1,36 | ||||
| 2026-02-11 | 13F | CNB Bank | 344 | 0,00 | 208 | 0,98 | ||||
| 2026-01-27 | 13F | Penobscot Investment Management Company, Inc. | 6.221 | -0,18 | 3.753 | 1,05 | ||||
| 2026-02-12 | 13F | First Western Trust Bank | 1.055 | 0,00 | 636 | 1,27 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 633.310 | 167,40 | 382.013 | 170,62 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 1.157 | -1,62 | 698 | -0,43 | ||||
| 2026-01-07 | 13F | Qp Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Diversified Management Inc | 10.919 | 1,46 | 6.734 | 3,73 | ||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 2.022 | 119,07 | 1.220 | 121,64 | ||||
| 2025-11-12 | 13F | Denver Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 185 | 8,82 | 114 | 11,76 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 2.143 | 2,78 | 1.293 | 4,03 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 1.941 | -0,15 | 1.171 | 1,04 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 669 | -18,22 | 413 | -16,43 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 63.317 | 2,60 | 38.332 | 3,93 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 4.359 | 0,00 | 2.688 | 2,24 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 32.568 | -0,25 | 20.087 | 1,99 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 2.622 | 0,00 | 1.617 | -1,10 | ||||
| 2026-02-09 | 13F | Unified Investment Management | 425 | 0,00 | 256 | 1,19 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 44 | 0,00 | 27 | 0,00 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Paller Financial Services Inc | 9.183 | 5.540 | ||||||
| 2026-01-21 | 13F | Crews Bank & Trust | 5.932 | -4,20 | 3.579 | -3,04 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 329 | 201 | ||||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 2.565 | 0,00 | 1.547 | 1,24 | ||||
| 2026-02-10 | 13F | Td Asset Management Inc | 442 | -18,45 | 267 | -17,65 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 104.560 | -0,56 | 63.079 | 0,65 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 1.502 | 0,00 | 906 | 1,23 | ||||
| 2026-04-23 | 13F | American National Bank | 162 | -10,99 | 100 | -9,17 | ||||
| 2026-03-10 | 13F | Audent Global Asset Management, LLC | 5.795 | -2,64 | 3.509 | -1,38 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 10.284 | 2,13 | 6.212 | 3,36 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 26.294 | 9,79 | 15.920 | 11,23 | ||||
| 2026-02-10 | 13F | Inspire Trust Co, N.a. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 780 | 154,07 | 471 | 158,24 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 1.664 | 0,00 | 1.004 | 1,21 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 368 | 1,94 | 227 | 4,61 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 11.176 | -0,94 | 6.742 | 0,27 | ||||
| 2026-04-15 | 13F | Howard Capital Management Group, LLC | 615 | 0,00 | 379 | 2,16 | ||||
| 2026-02-13 | 13F | Centiva Capital, LP | 960 | 579 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 90 | 0,00 | 56 | 1,85 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 406 | 245 | ||||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 9.703 | 39,19 | 5.854 | 40,90 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 140 | 92 | ||||||
| 2026-02-17 | 13F | Agf Management Ltd | 15.794 | -1,28 | 9.528 | -0,07 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 380 | -15,56 | 231 | -13,81 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Jacobs & Co/ca | 370 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 411 | 253 | ||||||
| 2026-02-06 | 13F | Marble Harbor Investment Counsel, LLC | 2.700 | 0,00 | 1.629 | 1,18 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 352 | -0,28 | 217 | 2,36 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 474 | 0,00 | 286 | 1,06 | ||||
| 2026-02-05 | 13F | Alexander Randolph Advisory Inc | 404 | 0,00 | 244 | 1,25 | ||||
| 2026-02-12 | 13F | Virtue Capital Management, LLC | 6.412 | 1.015,13 | 2.476 | 1.067,45 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 45.582 | 1,87 | 28.997 | 8,10 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 78.745 | 1,45 | 47.505 | 2,68 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 131.552 | 6,12 | 79.371 | 7,43 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 796 | 491 | ||||||
| 2026-01-15 | 13F | Sollinda Capital Management LLC | 3.107 | 1.874 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10.572 | -2,40 | 6.520 | -0,21 | ||||
| 2026-02-12 | 13F | Tiemann Investment Advisors, Llc | 2.939 | 0,00 | 1.773 | 1,26 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 1.162 | 0,00 | 701 | 1,30 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 50 | 0,00 | 30 | 0,00 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 2.403 | 0,00 | 1.450 | 1,19 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 17.967 | 11.081 | ||||||
| 2026-01-22 | 13F | Bfsg, Llc | 485 | 0,00 | 293 | 1,04 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 541 | 0,19 | 326 | 1,56 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 18.580 | -0,96 | 11.209 | 0,24 | ||||
| 2025-11-12 | 13F | Quantbot Technologies LP | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 15.560 | -0,79 | 9.387 | 0,41 | ||||
| 2026-04-20 | 13F | Emprise Bank | 2.096 | -1,18 | 1.293 | 1,02 | ||||
| 2026-01-27 | 13F | PFG Advisors | 721 | -89,66 | 435 | -89,56 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 49.152 | -1,54 | 30 | 0,00 | ||||
| 2026-02-20 | 13F | McLaughlin Asset Management, Inc. | 3.535 | 2.133 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 430 | 259 | ||||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 4.197 | 0,00 | 2.595 | 2,09 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 20.045 | 12.093 | ||||||
| 2026-01-27 | 13F | TriaGen Wealth Management LLC | 600 | 0,00 | 362 | 1,12 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 16.630 | 0,07 | 9.940 | 0,35 | ||||
| 2026-02-11 | 13F | Nicollet Investment Management, Inc. | 8.448 | 584,60 | 5 | |||||
| 2026-04-20 | 13F | First PREMIER Bank | 902 | 0,00 | 1 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 1.765 | 58,87 | 1.065 | 60,73 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 21.591 | 3,73 | 13.316 | 6,05 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1.049 | -2,15 | 647 | 0,00 | ||||
| 2026-02-17 | 13F | Black Maple Capital Management LP | 2.000 | 100,00 | 1.207 | 102,35 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 153.398 | 78,87 | 95 | 84,31 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 753 | 0,00 | 464 | 2,20 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 1.152 | 0,00 | 695 | 1,17 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 353 | 213 | ||||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 866 | 0,00 | 535 | 2,10 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 900 | 3,93 | 555 | 6,32 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Adviser Investments LLC | 3.854 | 2,69 | 2.325 | 3,94 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 873 | -2,35 | 572 | 7,53 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 18.484 | 11.153 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 830.031 | 5,30 | 500.741 | 6,58 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 922 | 569 | ||||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 2.606 | 0,00 | 1.607 | 2,23 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 2.019 | 0,00 | 1.296 | 7,29 | ||||
| 2025-11-14 | 13F | Man Group plc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6.282 | -9,40 | 3.874 | -7,39 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 670 | 0,00 | 413 | 2,23 | ||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 2.124 | -0,05 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 3.677 | -0,89 | 2.268 | 1,34 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 849 | 0,00 | 512 | 1,19 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 1.031 | -10,74 | 622 | -9,74 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 1.300 | -9,72 | 1 | |||||
| 2026-04-13 | 13F | Ayrshire Capital Management LLC | 667 | 0,00 | 411 | 2,24 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 2.457 | -9,97 | 1.516 | -7,96 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 714 | 0,00 | 440 | 2,33 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 125 | 0,00 | 77 | 2,67 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 1.955 | 0,00 | 1.179 | 1,20 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 11.127 | -2,15 | 6.713 | -0,96 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 132 | 0,00 | 81 | -6,98 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 4.916 | 8,86 | 2.976 | 10,30 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16.073 | -1,23 | 9.913 | 0,98 | ||||
| 2026-02-17 | 13F | Aureus Asset Management, LLC | 620 | 374 | ||||||
| 2026-04-15 | 13F | Norden Group Llc | 576 | -0,35 | 355 | 2,01 | ||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 2.263 | 0,00 | 1.365 | 1,26 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 33 | -99,98 | 21 | -99,82 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 168 | 0,00 | 101 | 1,00 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 52.453 | -1,12 | 31.707 | 0,28 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 22.356 | -0,58 | 13.788 | 1,64 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 125 | 0,00 | 77 | 2,67 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 172 | 0,00 | 104 | 0,98 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 30.417 | 91,49 | 18.760 | 95,78 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 40 | 24 | ||||||
| 2026-02-17 | 13F | City National Bank Of Florida /msd | 1.119 | 0,00 | 675 | 1,35 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 522 | 0,00 | 322 | 2,23 | ||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 11.012 | 58,01 | 6.792 | 54,41 | ||||
| 2026-01-26 | 13F | McGuire Investment Group, LLC | 1.354 | -1,24 | 817 | -0,12 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 3.718 | 0,00 | 2.293 | 2,27 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 1.768 | 0,00 | 1.090 | 2,25 | ||||
| 2026-04-15 | 13F | Renaissance Investment Group LLC | 1.387 | -12,93 | 855 | -11,03 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 2.752 | -0,07 | 1.660 | 1,16 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 1.683 | 0,00 | 1.038 | 2,27 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 19.167 | -4,44 | 11.821 | -2,31 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 145 | 0,00 | 86 | 4,88 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 517 | 2,99 | 313 | 4,33 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 1.017 | 0,10 | 627 | 2,45 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 7 | 0,00 | 4 | 0,00 | ||||
| 2026-02-04 | 13F | Boyd Watterson Asset Management Llc/oh | 13.936 | 0,00 | 8.407 | 1,22 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 2.023 | -19,79 | 1.248 | -18,01 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 550 | -5,01 | 332 | -4,06 | ||||
| 2026-02-13 | 13F | Trillium Asset Management, Llc | 920 | 0,00 | 555 | 1,28 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 476 | 0,00 | 287 | 1,41 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 375 | 23,76 | 226 | 25,56 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 7.007 | -4,37 | 4.322 | -2,24 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 54.079 | 0,00 | 3.538 | 1,96 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 3.887 | -1,57 | 2.397 | 0,63 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 366 | 226 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 370.619 | 10,64 | 223.587 | 11,99 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 511 | -2,48 | 315 | -0,32 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 5.586 | -13,10 | 3.370 | -12,03 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 6.453 | -1,86 | 3.980 | 0,33 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 1.687 | 4,39 | 1.041 | 6,67 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 10.266 | -0,79 | 6.216 | 0,50 | ||||
| 2026-01-29 | 13F | Nichols & Pratt Advisers Llp /ma | 335 | 202 | ||||||
| 2026-01-27 | 13F | Seeds Investor Llc | 12.880 | -8,89 | 7.770 | -7,79 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 7.898 | -4,36 | 4.765 | -3,21 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 463 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Harbor Advisory Corp /ma/ | 2.743 | 0,00 | 1.655 | 1,22 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 6.521 | 5,33 | 3.934 | 6,59 | ||||
| 2026-02-13 | 13F | Lavaca Capital Llc | 3.942 | 0,00 | 2.378 | 1,23 | ||||
| 2026-02-17 | 13F | Latigo Investments, LLC | 10.962 | 0,00 | 6.613 | 1,22 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 31.461 | -4,48 | 18.752 | 0,50 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 3.963 | 0,00 | 2.391 | 1,19 | ||||
| 2026-02-13 | 13F | Gator Capital Management, LLC | 2.028 | 12,23 | 1.223 | 13,56 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 14 | -30,00 | 9 | -33,33 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 384 | -18,30 | 237 | -16,61 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 64.832 | -7,41 | 39.112 | -6,28 | ||||
| 2026-02-11 | 13F | Miller Investment Management, LP | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 356 | 2,89 | 230 | 5,53 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 1.740 | 0,00 | 1.073 | 2,29 | ||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 914 | 5,79 | 552 | 6,99 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 3.157 | -3,19 | 1.947 | -1,02 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 8 | 14,29 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 202 | 17,44 | 122 | 18,63 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 1.919 | 2,84 | 1.194 | 1,88 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 2.057 | -10,14 | 1.241 | -9,09 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 7.276 | -0,74 | 4.488 | 1,47 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 50.502 | 1,75 | 30.467 | 2,98 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 660 | 0,00 | 398 | 1,27 | ||||
| 2026-02-06 | 13F | Gsa Capital Partners Llp | 2.402 | -30,86 | 1 | -50,00 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 1.089 | 10,78 | 657 | 12,14 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 1.887 | 0,00 | 1.164 | 2,20 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 50 | 0,00 | 31 | 3,45 | ||||
| 2026-02-17 | 13F | Creative Planning | Put | 0 | -100,00 | 0 | ||||
| 2025-11-14 | 13F | ExodusPoint Capital Management, LP | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Midwest Trust Co | 65.015 | -1,83 | 39.222 | -0,64 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 27.612 | 25,23 | 16.658 | 26,76 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 33.406 | 12,76 | 20.153 | 20,08 | ||||
| 2026-04-24 | 13F | Deltec Asset Management Llc | 780 | 481 | ||||||
| 2026-02-10 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 4.150 | 0,00 | 2.504 | 1,21 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 11.289 | 0,08 | 6.810 | 1,29 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1.479 | 1,37 | 892 | 2,53 | ||||
| 2026-02-06 | 13F | Nixon Peabody Trust Co | 14.945 | -1,79 | 9.016 | -0,60 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 9.367 | 9,38 | 5.651 | 10,70 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 779 | 0,39 | 480 | 2,56 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 227 | 0,00 | 140 | 2,94 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 1.151 | 0,00 | 694 | 1,17 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 888 | 12,69 | 536 | 14,07 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 1.171 | 706 | ||||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 1.142 | -2,56 | 704 | -0,42 | ||||
| 2026-02-12 | 13F | Northstar Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 573 | -0,35 | 354 | 1,72 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 372 | 0,00 | 229 | 2,23 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 1.098 | 3,29 | 677 | 5,62 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 524 | 323 | ||||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 10.551 | -1,20 | 6.508 | 1,01 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 36 | 22 | ||||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 14.164 | 22,42 | 8.485 | 20,32 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 6.319 | -3,64 | 3.812 | -2,46 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 281 | -14,11 | ||||||
| 2026-04-15 | 13F | Weil Company, Inc. | 3.912 | -13,34 | 2.413 | -11,38 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 5.810 | 0,00 | 3.505 | 1,24 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 2.148 | 0,00 | 1.325 | 2,24 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 127.976 | -0,63 | 80.403 | 3,93 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 702 | 0,00 | 424 | 1,20 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 1.427 | -0,35 | 864 | 1,05 | ||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 1.363 | 16,80 | 822 | 18,27 | ||||
| 2026-02-10 | 13F | Viawealth, Llc | 1.325 | 0,00 | 799 | 1,27 | ||||
| 2026-04-09 | 13F | American National Bank of Texas | 450 | 0,00 | 278 | 2,21 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 14 | 0,00 | 8 | 0,00 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 166.753 | -1,05 | 100.599 | 0,15 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 835 | 0,00 | 506 | 1,20 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 76.242 | 2,64 | 46.608 | 4,45 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 2.443 | 0,00 | 1.474 | 1,17 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 1.897 | 0,00 | 1.170 | 2,19 | ||||
| 2026-02-10 | 13F | Up Strategic Wealth Investment Advisors Llc | 1.537 | 0,00 | 1.007 | 10,18 | ||||
| 2026-02-11 | 13F | Miramar Capital, LLC | 1.252 | 755 | ||||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 1.809 | -4,29 | 1.091 | -3,11 | ||||
| 2026-02-12 | 13F | MetLife Investment Management, LLC | 52.300 | 124,46 | 31.552 | 127,20 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 922 | -0,32 | 556 | 0,91 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 290 | 0,00 | 179 | 2,30 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 682 | 3,65 | 421 | 6,06 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 10 | 0,00 | 6 | 20,00 | ||||
| 2026-02-17 | 13F | Corsair Capital Management, L.p. | 597 | 0,00 | 360 | 1,41 | ||||
| 2026-02-03 | 13F | Van Strum & Towne Inc. | 430 | 0,00 | 259 | 1,17 | ||||
| 2026-02-06 | 13F | Flynn Zito Capital Management, Llc | 911 | 0,22 | 550 | 1,48 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 1.400 | 0,00 | 863 | 2,25 | ||||
| 2026-02-17 | 13F | Graham Capital Management, L.P. | 3.500 | 2.111 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 33.113 | -3,71 | 20.423 | -1,56 | ||||
| 2026-02-13 | 13F | Quarry LP | 2.325 | 1.403 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 57.380 | -0,64 | 35.390 | 1,58 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 1.097 | -9,11 | 676 | -7,14 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 841 | 0,00 | 508 | 1,20 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 5.870 | -1,89 | 3.636 | 1,17 | ||||
| 2026-01-30 | 13F | Rogco, Lp | 130 | 0,00 | 78 | 1,30 | ||||
| 2025-11-06 | 13F | Asset Planning Corporation | 636 | 0,16 | 379 | 5,29 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 198 | 0,00 | 119 | 0,85 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 622 | 0,00 | 375 | 1,35 | ||||
| 2026-02-17 | 13F | Invenomic Capital Management LP | 797 | 0,00 | 481 | 1,05 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 397 | 0,00 | 245 | 2,09 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 3.207 | 1.935 | ||||||
| 2026-04-21 | 13F | LCM Capital Management Inc | 43.713 | 0,32 | 26.960 | 2,56 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 1.798 | -5,86 | 1.085 | 0,28 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 56 | 0,00 | 35 | 3,03 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 904 | -38,59 | 545 | -37,86 | ||||
| 2026-04-14 | 13F | Pictet & Cie (Europe) SA | 325 | 200 | ||||||
| 2026-01-28 | 13F | Serenus Wealth Advisors, LLC | 26.345 | -0,96 | 15.893 | 0,25 | ||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 1.955 | 2,36 | 1.206 | 4,60 | ||||
| 2026-02-13 | 13F | LM Advisors LLC | 2.340 | -39,75 | 4 | 50,00 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 1.892 | 17,22 | 1.167 | 19,84 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 613 | 0,00 | 370 | 1,10 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 1.328 | 165,07 | 805 | 168,00 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 535 | 10,54 | 330 | 12,29 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 179 | 0,00 | 108 | 0,93 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1.007 | 0,00 | 608 | 1,17 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Prescott Group Capital Management, L.l.c. | 18.259 | -57,87 | 11.015 | -57,35 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 479 | -2,44 | 295 | -0,34 | ||||
| 2026-01-28 | 13F | Retirement Planning Co of New England, Inc. | 698 | 0,00 | 421 | 1,20 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 12.910 | 0,00 | 7.695 | 0,00 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 5.842 | 3,02 | 3.612 | 5,21 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 15.193 | -0,33 | 9.165 | 0,88 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.587 | 19,14 | 957 | 20,68 | ||||
| 2026-01-26 | 13F | Ckw Financial Group | 20 | 0,00 | 0 | |||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 15.560 | 4,84 | 9.597 | 7,18 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 5.637 | 286,63 | 3.401 | 291,71 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 365 | -71,51 | 221 | -71,20 | ||||
| 2026-02-09 | 13F | Legal & General Group Plc | 14.200 | 0,00 | 8.566 | 1,19 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 488 | 0,00 | 301 | 2,04 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 19.564 | -3,10 | 11.803 | -1,92 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 16.224 | 3,06 | 9.788 | 4,31 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 20 | 0,00 | 12 | 0,00 | ||||
| 2026-04-22 | 13F | Motco | 9.148 | -1,27 | 5.642 | 0,95 | ||||
| 2026-02-02 | 13F | Cumberland Advisors Inc | 43.947 | -0,80 | 26.512 | 0,41 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 2.742 | -1,22 | 1.654 | 0,00 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 8.685 | 235,59 | 5.245 | 242,36 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 450 | 0,00 | 278 | 2,21 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 250 | 0,00 | 151 | 1,34 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 8.654 | -2,89 | 5.221 | -1,71 | ||||
| 2026-02-13 | 13F | Natixis | 281 | -57,03 | 170 | -56,56 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 9 | 6 | ||||||
| 2026-01-21 | 13F | Greenleaf Trust | 5.744 | 0,00 | 3.465 | 1,23 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 4.667 | -11,64 | 2.818 | -10,46 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 944 | -16,31 | 582 | -14,41 | ||||
| 2026-02-10 | 13F | Providence Financial Advisors, LLC | 5.193 | -10,25 | 3.133 | -9,16 | ||||
| 2026-04-14 | 13F | Hudson Valley Investment Advisors Inc /adv | 4.532 | 4,47 | 2.795 | 6,80 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 699 | -0,14 | 422 | 0,96 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 37.832 | 0,10 | 22.904 | 1,40 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 889 | -44,40 | 548 | -43,15 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 213 | 1,43 | 132 | 3,15 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 701 | 0,00 | 423 | 1,20 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 100 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 2.705 | 0,00 | 1.668 | 2,27 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 3.768 | 0,00 | 2.324 | 2,20 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 4.974 | -3,14 | 3.001 | -1,99 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 6.056 | 1,59 | 3.654 | 2,84 | ||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 706 | 426 | ||||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 2.761 | -2,06 | 1.666 | -0,89 | ||||
| 2026-01-26 | 13F | Mountain Hill Investment Partners Corp. | 300 | 0,00 | 181 | 1,12 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 10.401 | -0,62 | 6.275 | 0,61 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 1.946 | -1,37 | 1.174 | -0,17 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 2.310 | -6,63 | 1.398 | -5,41 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 920 | -5,45 | 555 | -4,15 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.471 | 123,90 | 888 | 126,85 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.429 | -3,92 | 1.465 | -2,72 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 444 | 0,00 | 274 | 2,25 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 11 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Balyasny Asset Management Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 575 | -2,54 | 355 | -0,28 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 258 | -0,77 | 156 | 0,65 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 2.157 | -0,19 | 1.330 | 2,07 | ||||
| 2026-02-06 | 13F/A | CapWealth Advisors, LLC | 422 | -1,63 | 255 | -0,39 | ||||
| 2026-02-13 | 13F | Intrepid Financial Planning Group LLC | 7.712 | 0,98 | 4.653 | 2,20 | ||||
| 2026-01-23 | 13F | Burney Co/ | 497 | 0,00 | 300 | 1,01 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 103.466 | -1,65 | 62.645 | -0,36 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7.890 | -4,95 | 4.866 | -2,82 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 2.365 | 1.427 | ||||||
| 2025-11-14 | 13F | Scientech Research LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Panoramic Capital Partners, LLC | 1.526 | 6,79 | 941 | 9,16 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 6.120 | 9,83 | 3.692 | 11,17 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.115.655 | -37,34 | 673.053 | -36,57 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 9.198 | 0,16 | 5.569 | 1,48 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 258.554 | 0,55 | 155.980 | 1,78 | ||||
| 2026-02-11 | 13F | Vaughan David Investments Inc/il | 1.626 | 0,00 | 1 | |||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 874 | -1,91 | 527 | -0,75 | ||||
| 2026-01-22 | 13F | Lesa Sroufe & Co | 470 | 0,00 | 0 | |||||
| 2025-10-28 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 1.417 | 0,21 | 874 | 2,58 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10.221 | 6,17 | 6.304 | 8,54 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 400 | 0,00 | 241 | 1,26 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 13.994 | -18,09 | 8.442 | -17,09 | ||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 1.876 | 0,00 | 1.132 | 1,16 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 3.188 | -10,73 | 1.966 | -8,73 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 3.740 | -0,64 | 2.307 | 1,59 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1.258 | -17,67 | 776 | -15,85 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 790 | -7,06 | 477 | -5,93 | ||||
| 2026-02-05 | 13F | CMG Global Holdings, LLC | 11.217 | 0,64 | 7.160 | 7,98 | ||||
| 2026-02-09 | 13F | Connors Investor Services Inc | 1.007 | 10,05 | 608 | 11,38 | ||||
| 2026-02-13 | 13F | Aviso Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 445 | 0,00 | 274 | 2,24 | ||||
| 2026-02-12 | 13F | Oder Investment Management, LLC | 443 | 0,00 | 267 | 1,14 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 5.904 | -3,45 | 3.562 | -2,28 | ||||
| 2026-02-05 | 13F | O'Brien Greene & Co. Inc | 460 | 0,00 | 278 | 1,09 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 2.591 | 5,71 | 1.563 | 7,05 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 35.383 | -65,70 | 21.823 | -64,93 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 350 | 0,29 | 216 | 2,38 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 988 | 0,00 | 609 | 2,18 | ||||
| 2026-04-23 | 13F | Simmons Bank | 24.461 | -0,22 | 15.086 | 2,01 | ||||
| 2026-02-13 | 13F | Basswood Capital Management, L.l.c. | Put | 21.700 | -53,13 | 13.091 | -52,56 | |||
| 2026-02-05 | 13F | L & S Advisors Inc | 2.124 | 1,38 | 1.281 | 2,64 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 117 | 11,43 | 72 | 14,29 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 977 | -0,10 | 589 | 1,20 | ||||
| 2026-02-13 | 13F | Basswood Capital Management, L.l.c. | 38.082 | 0,00 | 22.974 | 1,22 | ||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 151 | 0,00 | 93 | 2,20 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.753 | 1.081 | ||||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Commerce Bank | 26.616 | 0,39 | 16.057 | 1,61 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Dakota Wealth Management | 11.709 | 2,37 | 7.064 | 3,61 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 24.099 | 2,66 | 14.538 | 3,91 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 327 | -28,45 | 202 | -26,91 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 1.665 | 0,00 | 1.027 | 2,19 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 47 | 0,00 | 28 | 0,00 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 1.637 | 129,59 | 987 | 132,78 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 12.190 | -1,91 | 7.518 | 0,29 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 980.650 | -1,75 | 591.609 | -0,55 | ||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 3.123 | -1,30 | 1.926 | 0,94 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 1.450 | 0,00 | 875 | 1,16 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 830 | 49,82 | 552 | 65,27 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wilmar Advisors LLC | 10.000 | 0,00 | 6.033 | 1,21 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 1.074.994 | -1,23 | 648.522 | -0,03 | ||||
| 2026-02-12 | 13F | Pollock Investment Advisors, LLC | 985 | 0,00 | 594 | 1,19 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 429 | 0,47 | 287 | 7,09 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 332 | 0,00 | 200 | 1,52 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.455 | -0,68 | 878 | 0,57 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 249 | 154 | ||||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 361 | 0,00 | 218 | 0,93 | ||||
| 2026-02-04 | 13F | Seelaus Asset Management LLC | 939 | 0,00 | 566 | 1,25 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 10.216 | -0,82 | 6.163 | 0,37 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 6.394 | 2,68 | 3.858 | 3,93 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 7.432 | -0,96 | 4.584 | 1,26 | ||||
| 2026-02-04 | 13F | Peterson Wealth Management | 2.495 | -0,87 | 1.505 | 0,27 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 358 | 0,00 | 221 | 2,33 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 1.834 | 2,29 | 1.131 | 4,63 | ||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 592 | -4,82 | 357 | -3,51 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 855 | 516 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 296 | 0,00 | 183 | 2,25 | ||||
| 2026-01-26 | 13F | Marion Wealth Management | 1.111 | 0,27 | 707 | 6,97 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 7.053 | 0,00 | 4.255 | 1,21 | ||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 1.981 | -2,22 | 1.195 | -0,99 | ||||
| 2026-03-24 | 13F | Old North State Trust, LLC | 1.648 | -0,24 | 1 | |||||
| 2026-02-13 | 13F | Islay Capital Management, Llc | 88 | 0,00 | 53 | 1,92 | ||||
| 2026-02-02 | 13F | Equitable Trust Co | 2.470 | 0,00 | 1.490 | 1,22 | ||||
| 2026-02-12 | 13F | Hohimer Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 2.379 | 6,83 | 1.468 | 9,23 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 464 | 4,50 | 286 | 7,12 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 348 | 0,00 | 215 | 1,90 | ||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 4.500 | -0,20 | 2.715 | 1,00 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 82 | 0,00 | 49 | 0,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-17 | 13F | Fmr Llc | 36.750 | 5,70 | 22.171 | 6,99 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 1.068 | 21,64 | 659 | 24,39 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 11 | 0,00 | 7 | 0,00 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 1.739 | -3,82 | 1.049 | -2,60 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 788 | 109,02 | 476 | 112,05 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 1.077 | 0,00 | 666 | 1,99 | ||||
| 2026-04-16 | 13F | jvl associates llc | 19.689 | 0,00 | 12.143 | 2,24 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 15.514 | -0,34 | 9.568 | 1,88 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 236.091 | -0,77 | 142.429 | 0,44 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 11.753 | -7,46 | 7.091 | -6,34 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 1.290 | -25,90 | 778 | -24,98 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 557.992 | 5,37 | 336.626 | 6,66 | ||||
| 2026-04-20 | 13F | Guild Investment Management, Inc. | 340 | 0,00 | 210 | 1,95 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 2.411 | -23,82 | 1.455 | -22,91 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 2.433 | 1.468 | ||||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 603 | 364 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.842 | 0,00 | 1.753 | 2,22 | ||||
| 2026-04-14 | 13F | M. Kraus & Co | 1.375 | 0,00 | 848 | 2,29 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 2.554 | 144,87 | 1.540 | 147,99 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 6.478 | -2,37 | 3.908 | -1,16 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 534 | 0,00 | 332 | 3,11 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 22.729 | 1,68 | 13.712 | 2,91 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 252 | 152 | ||||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 699 | 0,00 | 422 | 1,20 | ||||
| 2026-02-02 | 13F | Objectivity Squared, LLC | 780 | 0,26 | 471 | 1,51 | ||||
| 2026-01-28 | 13F | WP Advisors, LLC | 553 | 0,36 | 334 | 1,52 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 701 | 423 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 90 | 54 | ||||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 7.608 | -1,21 | 4.590 | -0,02 | ||||
| 2026-04-10 | 13F | Finivi Inc. | 3.069 | 166,64 | 1.893 | 172,62 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 3.518 | 0,14 | 2.170 | 2,36 | ||||
| 2026-02-04 | 13F | Shoker Investment Counsel, Inc. | 4.550 | -8,25 | 2.745 | -7,14 | ||||
| 2026-02-05 | 13F | Gamco Investors, Inc. Et Al | 5.165 | -6,21 | 3.116 | -5,09 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 398 | 0,00 | 245 | 2,08 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 3.758 | -3,34 | 2.267 | -2,16 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 142 | 0,00 | 86 | 1,19 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 492 | 46,43 | 303 | 50,00 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 1.175 | -6,97 | 709 | -5,85 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 116.109 | -0,31 | 70.046 | 0,91 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 363 | 5,22 | 219 | 6,34 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 12 | 7 | ||||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 1.627 | 0,00 | 982 | 1,24 | ||||
| 2026-04-17 | 13F | Investment Advisory Services Inc /tx /adv | 460 | 0,00 | 284 | 2,17 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 2.550 | -2,07 | 1.538 | -0,90 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 44.364 | -4,97 | 26.764 | -3,81 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 393 | 0,26 | 237 | 1,28 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 1.002 | 0,30 | 618 | 2,49 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 1.983 | 0,05 | 1 | 0,00 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 15 | -97,57 | 9 | -97,55 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 1.991 | 63,20 | 1.206 | 65,89 | ||||
| 2026-02-05 | 13F | Sherry Group, Inc. | 340 | 207 | ||||||
| 2026-02-13 | 13F | FF Advisors,LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 56 | 0,00 | 35 | 3,03 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 1.935 | -1,28 | 1.167 | -0,09 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.773 | 0,02 | 2.879 | 1,27 | ||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sfm, Llc | 1.764 | -0,06 | 1.088 | 2,16 | ||||
| 2026-02-13 | 13F | Walleye Trading LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Pachira Investments Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 8.638 | 0,00 | 5.211 | 1,22 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 119 | -40,50 | 72 | -40,34 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 44.274 | -2,95 | 27.306 | -0,78 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 562 | 339 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | Put | 0 | -100,00 | 0 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 352 | -10,66 | 212 | -9,40 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 1.093 | 0,00 | 659 | 0,00 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 730 | -7,48 | 450 | -5,26 | ||||
| 2026-02-06 | 13F | Hardy Reed LLC | 2.775 | 0,00 | 1.674 | 1,27 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 164 | 0,00 | 101 | 3,06 | ||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 1.077 | 0,00 | 650 | 1,09 | ||||
| 2026-02-19 | 13F | Torrey-Payne Wealth Management, LLC | 15.800 | 10.046 | ||||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 85 | 52 | ||||||
| 2026-02-09 | 13F | First National Trust Co | 1.039 | 0,00 | 627 | 1,13 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 77 | -27,36 | 50 | -26,87 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 4.677 | -0,95 | 2.821 | 0,25 | ||||
| 2026-02-13 | 13F/A | Texas Permanent School Fund | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 3.111 | 0,00 | 1.919 | 2,24 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 500 | -15,97 | 302 | -14,97 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 823 | -1,79 | 508 | 0,40 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 8.454 | 0,59 | 5.100 | 1,82 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 1.415 | -0,28 | 854 | 0,95 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 245 | 148 | ||||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 394 | 13,54 | 238 | 15,05 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 6.383 | 72,56 | 3.851 | 74,68 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 355 | 0,00 | 219 | 1,87 | ||||
| 2026-02-10 | 13F | Rockline Wealth Management, LLC | 855 | 0,00 | 516 | 1,18 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 6.100 | -40,20 | 3.632 | -37,16 | |||
| 2026-04-15 | 13F | Valley National Advisers Inc | 17 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 3.500 | -23,91 | 2.084 | -20,04 | |||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 3.428 | 0,71 | 2.068 | 1,92 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 2.267 | 0,00 | 1.368 | 1,18 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 457 | 0,00 | 283 | 1,08 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 6.807 | -1,73 | 4.107 | -0,53 | ||||
| 2026-02-17 | 13F | Toronto Dominion Bank | 2.123 | 2.023,00 | 1.281 | 2.033,33 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.469 | 886 | ||||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 1.004 | -34,25 | 619 | -32,72 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 82.041 | 9,24 | 49.502 | 10,56 | ||||
| 2026-01-26 | 13F | Baxter Bros Inc | 1.023 | 0,00 | 617 | 1,31 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 7.573 | 13,74 | 4.569 | 15,12 | ||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 12.844 | 0,00 | 7.749 | 1,21 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 855 | -2,06 | 1 | |||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 122 | 75 | ||||||
| 2026-02-13 | 13F | Alerus Financial Na | 47 | 0,00 | 28 | 0,00 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 1.268 | 0,00 | 765 | 1,19 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 336 | -1,75 | 207 | 0,49 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 86.834 | -4,82 | 52.385 | -3,66 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 56.110 | 34.606 | ||||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 13.808 | -0,81 | 8.330 | 0,40 | ||||
| 2026-01-23 | 13F | Northland Securities, Inc. | 928 | 560 | ||||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 1.208 | -3,05 | 729 | -1,89 | ||||
| 2025-10-28 | 13F | Washburn Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 17.272 | 0,83 | 10.420 | 2,06 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 1.245 | 0,00 | 751 | 1,21 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 2.087 | 0,00 | 1.259 | 1,29 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 800 | 0,00 | 493 | 2,28 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 19.470 | -2,13 | 11.746 | -0,94 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 575 | 0,00 | 347 | 1,17 | ||||
| 2026-04-13 | 13F | Trust Co | 411 | 0,00 | 253 | 2,43 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 90 | 0,00 | 56 | 1,85 | ||||
| 2026-02-17 | 13F | Aster Capital Management (DIFC) Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 134 | 0,00 | 81 | 1,27 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 42 | 0,00 | 26 | 0,00 | ||||
| 2026-01-27 | 13F | Measured Risk Portfolios, Inc. | 717 | 0,14 | 433 | 1,41 | ||||
| 2026-02-12 | 13F | Brightwater Advisory LLC | 1.177 | -1,75 | 710 | -0,56 | ||||
| 2025-11-14 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 7.980 | -11,26 | 4.814 | -10,19 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Braun Stacey Associates Inc | 1.871 | 20,79 | 1.154 | 23,45 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 3.150 | -16,00 | 1.942 | -14,11 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 81 | 49 | ||||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 23.671 | 232,97 | 14.280 | 237,03 | ||||
| 2026-02-17 | 13F | Private Capital Management, LLC | 385 | 0,00 | 232 | 1,31 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 2.819 | 0,00 | 1.700 | 1,19 | ||||
| 2026-02-17 | 13F | SummitTX Capital, L.P. | 37.867 | 22.844 | ||||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 782 | -2,98 | 472 | -1,87 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 1.235 | -0,48 | 745 | 0,81 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 9.587 | -6,99 | 5.913 | -4,92 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 1.224 | 0,91 | 738 | 2,22 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 1.700 | 0,00 | 1.048 | 2,24 | ||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 1.110 | 0,27 | 670 | 1,52 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.343.298 | 6,94 | 810.385 | 8,24 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 1.531 | -66,92 | 929 | -66,33 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 117.586 | -1,69 | 70.937 | -0,50 | ||||
| 2026-02-09 | 13F | White Pine Capital Llc | 1.810 | -6,27 | 1.092 | -5,13 | ||||
| 2026-02-17 | 13F | Shapiro Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 1.185 | -55,63 | 777 | -51,23 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 2.474 | 0,00 | 1.493 | 1,22 | ||||
| 2026-02-10 | 13F | Excalibur Management Corp | 421 | -0,24 | 254 | 0,80 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 432 | 0,23 | 267 | 2,31 | ||||
| 2026-04-14 | 13F | Lawood & Co | 710 | 0,00 | 438 | 2,10 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 437 | 0,23 | 270 | 2,28 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.214 | 0,00 | 733 | 1,24 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 12.922 | -47,13 | 7.796 | -46,53 | ||||
| 2026-02-02 | 13F | Alpha Wealth Funds, LLC | 3.031 | 0,10 | 1.829 | 1,33 | ||||
| 2026-02-19 | 13F | TMB Capital Partners, LLC | 749 | 452 | ||||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 1.030 | 0,00 | 621 | 1,31 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 1.075 | 0,00 | 649 | 1,25 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 1.075 | -2,27 | 649 | -1,07 | ||||
| 2026-02-17 | 13F | American Capital Management Inc | 353 | 0,00 | 213 | 0,95 | ||||
| 2026-01-30 | 13F | Cannon Capital Management, Inc. | 2.121 | 1.280 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 109 | 153,49 | 66 | 160,00 | ||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 3.734 | 5,81 | 2.303 | 8,13 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 511 | -45,75 | 308 | -45,10 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 993 | -0,70 | 612 | 1,49 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 891 | 0,00 | 538 | 1,13 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | REDW Wealth LLC | 581 | 0,35 | 350 | 1,45 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 97 | 58 | ||||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 377 | 0,00 | 228 | 1,34 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 50 | -48,98 | 30 | -48,28 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 3.450 | -0,83 | 2.081 | 0,39 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 961 | -45,27 | 580 | -44,65 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 143 | 0,00 | 85 | 4,94 | ||||
| 2026-01-29 | 13F | S.A. Mason LLC | 516 | -26,91 | 311 | -25,95 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 27 | 0,00 | 16 | 0,00 | ||||
| 2026-01-23 | 13F | Blue Fin Capital, Inc. | 3.717 | 5,15 | 2.243 | 6,46 | ||||
| 2026-02-05 | 13F | Arbor Trust Wealth Advisors, Llc | 10.234 | -22,74 | 6.197 | -21,74 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5.885 | 10,10 | 3.630 | 12,56 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 4.090 | -5,63 | 2.467 | -4,49 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 1.220 | 0,00 | 736 | 1,24 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 13.632 | -4,16 | 8.224 | -3,00 | ||||
| 2026-02-12 | 13F | Douglass Winthrop Advisors, LLC | 1.400 | 30,35 | 845 | 31,88 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 24 | -55,56 | 15 | -56,25 | ||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 367 | 221 | ||||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 1.054 | 636 | ||||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 1.494 | 86,75 | 1 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 29 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | Security National Bank | 48 | 0,00 | 30 | 3,57 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 1.572 | 124,89 | 969 | 130,17 | ||||
| 2026-01-26 | 13F | Cordatus Wealth Management LLC | 400 | 0,00 | 241 | 1,26 | ||||
| 2026-02-05 | 13F | Granite Bay Wealth Management, LLC | 2.116 | 0,24 | 1.277 | 1,43 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 5.250 | -0,23 | 3.167 | 0,99 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1.922 | -1,08 | 1.162 | 0,17 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 23.172 | 1,08 | 13.979 | 14,30 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 20.471 | 4,58 | 12.626 | 6,92 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.491 | 920 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 157 | 0,64 | 95 | 1,08 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 439 | 265 | ||||||
| 2026-02-13 | 13F | STAR Financial Bank | 1.245 | 0,00 | 751 | 1,21 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 143.581 | 144 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 163.633 | -4,82 | 98.716 | -3,67 | ||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 13 | 8 | ||||||
| 2025-11-06 | 13F | Umpqua Bank | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Powerhouse Assets LLC | 408 | 246 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1.225 | 0,00 | 756 | 2,17 | ||||
| 2026-01-12 | 13F | Accelerate Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Dumont & Blake Investment Advisors Llc | 18.205 | -2,45 | 11 | -99,91 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 1.687 | 335,92 | 1.022 | 341,99 | ||||
| 2026-02-13 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 1.334 | 22,50 | 805 | 23,88 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 799 | -49,46 | 482 | -48,83 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 373 | 225 | ||||||
| 2026-02-09 | 13F | Avalon Trust Co | 1.000 | 0,00 | 603 | 1,17 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 311.700 | 86,54 | 188.042 | 88,80 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 79.200 | 360,47 | 47.780 | 366,09 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | 834 | -6,92 | 503 | -5,81 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 800 | 0,00 | 493 | 2,28 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 565 | -4,24 | 348 | -1,97 | ||||
| 2026-02-04 | 13F | Urban Financial Advisory Corp | 1.236 | 0,24 | 746 | 1,50 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 393 | -15,12 | 238 | -14,44 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.120.329 | 3,12 | 1.279.152 | 4,38 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 7.690 | 4.743 | ||||||
| 2026-02-13 | 13F | Walleye Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 1.466 | 4,56 | 904 | 6,98 | ||||
| 2026-02-05 | 13F | Tennessee Valley Asset Management Partners | 1.372 | 0,07 | 828 | 1,22 | ||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 1.393 | 0,00 | 840 | 1,20 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 2.435 | -3,79 | 1.469 | -2,65 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 7.936 | -15,87 | 4.895 | -13,99 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 74 | 0,00 | 46 | 2,22 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 409 | 0,25 | 252 | 2,86 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 649 | -3,42 | 392 | -2,25 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 866 | 6,78 | 534 | 9,20 | ||||
| 2026-02-12 | 13F | Peterson Wealth Services | 1.515 | 188,57 | 914 | 21,87 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 129 | 0,00 | 78 | 1,30 | ||||
| 2025-11-07 | 13F | Cora Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 13.235 | -0,56 | 8.163 | 1,67 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 3.123 | -3,04 | 1.884 | -1,87 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 9.002 | 0,00 | 5.128 | 0,00 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 1.035 | -0,48 | 638 | 1,75 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Spinnaker Trust | 5.055 | -0,02 | 3.117 | 2,23 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6.823 | -1,44 | 4.208 | 0,77 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 537 | -0,19 | 324 | 1,25 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 532 | -3,80 | 321 | -2,74 | ||||
| 2026-04-24 | 13F | Eagle Bluffs Wealth Management LLC | 327 | 202 | ||||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Zacks Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 810 | 0,00 | 500 | 2,25 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 3.256 | -0,91 | 1.964 | 0,31 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 723 | -5,86 | 436 | -4,60 | ||||
| 2026-01-29 | 13F | Beirne Wealth Consulting Services, LLC | 935 | -4,69 | 567 | -3,41 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 1.685 | 62,02 | 1.017 | 64,14 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 519 | 0,00 | 320 | 2,24 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 16 | 0,00 | 10 | 0,00 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 1.124 | 5,34 | 693 | 7,78 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2.686 | -0,85 | 1.657 | 1,35 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 687 | 0,00 | 414 | 1,22 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 1.482 | 8,65 | 894 | 9,98 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 2.489 | -0,64 | 1.535 | 3,37 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 2.885 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 812 | -5,14 | 0 | |||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 9.166 | -0,12 | 5.653 | 2,11 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 1.302 | 480 | ||||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 4.408 | -0,90 | 2.719 | 1,30 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 88 | -1,12 | 54 | 1,92 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 588 | 355 | ||||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 383 | 0,00 | 231 | 1,32 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 2.877 | -2,74 | 1.774 | -0,56 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 181 | 0,00 | 109 | 1,87 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 844 | -0,35 | 509 | 0,99 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 1.142 | -1,89 | 690 | -0,43 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 9.371 | 5.674 | ||||||
| 2026-02-09 | 13F | Ellerson Group Inc /adv | 715 | 0,00 | 431 | 1,17 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 1.140 | 0,00 | 688 | 1,18 | ||||
| 2026-02-10 | 13F | Coyle Financial Counsel LLC | 2.749 | 0,29 | 1.658 | 1,53 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 4.755 | -1,25 | 2.933 | 0,96 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 576 | 271,61 | 93 | 4,55 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 1.818 | 0,00 | 1.097 | 1,20 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 2.533 | -2,58 | 1.528 | -1,36 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 468 | 0,00 | 289 | 2,13 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 414 | 0,00 | 255 | 2,41 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 11.235 | 2.880,11 | 6.778 | 2.925,45 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 465 | 0,00 | 287 | 2,14 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 50.125 | 0,01 | 30.239 | 1,23 | ||||
| 2026-01-29 | 13F | IMC-Chicago, LLC | 20.869 | 12.590 | ||||||
| 2026-02-02 | 13F | Golden Road Advisors Llc | 508 | 306 | ||||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 292 | 0,00 | 180 | 2,27 | ||||
| 2026-02-17 | 13F | Credit Agricole S A | 1.776 | 2,96 | 1.071 | 4,18 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 7.906 | -3,59 | 5 | 0,00 | ||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 1.064 | 0,00 | 642 | 1,10 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 926 | 0,00 | 559 | 0,00 | ||||
| 2026-04-24 | 13F | United Community Bank | 1.377 | 2,99 | 849 | 5,33 | ||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 888 | -0,78 | 536 | 0,38 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 41.828 | -0,24 | 25.234 | 0,98 | ||||
| 2026-02-10 | 13F | Charter Research & Investment Group, Inc. | 6.334 | 1,38 | 3.821 | 2,60 | ||||
| 2026-01-15 | 13F | Counterweight Ventures, LLC | 400 | 0,00 | 241 | 1,26 | ||||
| 2026-01-08 | 13F | Sentinel Wealth Management, Inc. | 1.260 | 0,00 | 763 | 1,20 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 1.370 | 0,00 | 845 | 2,18 | ||||
| 2026-02-02 | 13F | Wilkins Investment Counsel Inc | 650 | 0,00 | 392 | 1,29 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 5.674 | 6,43 | 3.499 | 8,80 | ||||
| 2025-11-26 | 13F | Lantern Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 4.446 | 3,28 | 2.682 | 4,56 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1.561 | 11,66 | 1.017 | 20,52 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 3.637 | -2,99 | 2.243 | -0,80 | ||||
| 2026-02-17 | 13F | Css Llc/il | 2.580 | 89,71 | 1.556 | 92,10 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 708 | 0,00 | 427 | 1,43 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 1.840 | 0,00 | 1.110 | 1,28 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 1.132 | 17,06 | 716 | 25,66 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 50 | 0,00 | 30 | 3,45 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 1.062 | -33,83 | 655 | -32,33 | ||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 887 | 0,00 | 535 | 1,33 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 7.340 | -0,16 | 4.428 | 1,05 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 1.621 | 2,53 | 1.000 | 4,83 | ||||
| 2026-02-03 | 13F | Financial Counselors Inc | 568 | -0,35 | 343 | 0,88 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 1.209 | 125,56 | 729 | 128,53 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 1.435 | 0,00 | 922 | 9,64 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 1.913 | -0,57 | 1.154 | 0,70 | ||||
| 2026-01-07 | 13F | Holistic Financial Partners | 1.258 | -2,33 | 759 | -1,04 | ||||
| 2026-02-09 | 13F | Expressive Wealth LLC | 3.761 | 2.269 | ||||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 688 | 0,29 | 424 | 2,66 | ||||
| 2026-02-17 | 13F | Dimension Capital Management Llc | 351 | 0,00 | 212 | 0,96 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 9.277 | -0,22 | 5.597 | 0,99 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 35 | 0,00 | 22 | 0,00 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 2.453 | 45,06 | 1.513 | 48,24 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 177.104 | 8,05 | 106.843 | 9,37 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 279.400 | -13,31 | 168.556 | -12,26 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 241.500 | -30,06 | 145.692 | -29,21 | |||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 1.165 | -8,34 | 703 | -7,27 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 570 | -41,24 | 344 | -40,66 | ||||
| 2026-02-11 | 13F | Monetary Management Group Inc | 80 | -55,56 | 48 | -55,14 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 196 | -2,00 | 118 | 0,00 | ||||
| 2026-02-12 | 13F | Waters Parkerson & Co., Llc | 690 | 15,97 | 416 | 17,51 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 9.947 | 0,22 | 6.001 | 1,44 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 6.816 | 0,00 | 4.112 | 1,23 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 960 | 0,00 | 592 | 2,25 | ||||
| 2026-02-12 | 13F | Glaxis Capital Management, LLC | 1.340 | -31,28 | 808 | -30,46 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 562 | 0,00 | 339 | 1,50 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | TradeLink Capital LLC | 1.300 | 42,86 | 1 | |||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 54.534 | -4,44 | 32.747 | -3,85 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 9.645 | 59,05 | 5.818 | 60,99 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 50 | -71,26 | 30 | -70,87 | ||||
| 2026-02-12 | 13F | First Financial Bankshares Inc | 654 | 0,00 | 395 | 1,29 | ||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 2.375 | -0,54 | 1.433 | 0,84 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 1.265 | 0,00 | 780 | 2,23 | ||||
| 2026-01-28 | 13F | Trail Ridge Investment Advisors, LLC | 599 | -15,63 | 361 | -14,66 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 435 | 268 | ||||||
| 2026-01-20 | 13F | JB Capital LLC | 373 | 225 | ||||||
| 2026-02-03 | 13F | Garner Asset Management Corp | 252 | 152 | ||||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 30 | 18 | ||||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 9.050 | -15,48 | 5.658 | -12,41 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 49 | 0,00 | 30 | 3,45 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 460 | 0,00 | 286 | 3,25 | ||||
| 2026-04-07 | 13F | Eastern Bank | 5.194 | -2,66 | 3.203 | -0,50 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 758 | 0,00 | 457 | 1,33 | ||||
| 2026-02-13 | 13F | Barclays Plc | Put | 50.000 | 30.164 | |||||
| 2026-02-13 | 13F | Barclays Plc | 24.976 | -83,94 | 15.068 | -83,74 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 489 | -16,55 | 302 | -14,73 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Diversified Trust Co | 4.403 | -4,16 | 2.716 | -2,02 | ||||
| 2025-11-25 | 13F | Court Place Advisors, LLC | 8.995 | -1,52 | 5.361 | 3,61 | ||||
| 2026-04-10 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | WJ Financial Advisors LLC | 2.236 | 7,19 | 1.349 | 8,45 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 15.730 | -2,00 | 9.490 | -0,80 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 8.005 | -7,08 | 4.829 | -5,94 | ||||
| 2026-02-17 | 13F | Sig Brokerage, Lp | 1.600 | 0,00 | 965 | 1,26 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 1.108 | 0,00 | 668 | 1,21 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 529 | 0,00 | 319 | 1,27 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 563 | -14,70 | 340 | -13,74 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Rodgers Brothers Inc. | 748 | 0,00 | 451 | 1,35 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 32.124 | -0,22 | 19.380 | 1,00 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 1.380 | 0,00 | 833 | 1,22 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 44.437 | -15,63 | 27 | -12,90 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 364 | 0,00 | 220 | 1,39 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 553 | -27,14 | 333 | -26,33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 8.273 | -41,87 | 5.102 | -40,57 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 8.575 | -75,80 | 5.173 | -75,50 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 55.249 | 0,54 | 33.331 | 1,77 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 2.523 | -2,51 | 1.556 | -0,32 | ||||
| 2026-02-17 | 13F | Signal Tree Financial Partners Llc | 2.189 | 0,00 | 1.321 | 0,92 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 1.549 | 0,13 | 935 | 1,30 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 121.265 | 37,20 | 73.164 | 38,91 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 15.505 | -3,98 | 9.563 | -1,84 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 483 | 0,00 | 298 | 2,06 | ||||
| 2026-02-04 | 13F | Northeast Planning Associates, Inc. / Nh / | 570 | 0,00 | 344 | 1,18 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 2.518 | 2,03 | 1.519 | 3,26 | ||||
| 2025-10-28 | 13F | D. Scott Neal, Inc. | 780 | 0,00 | 465 | 5,22 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 56 | -21,13 | 35 | -20,93 | ||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 132 | 0,00 | 80 | 1,28 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 10.065 | -2,97 | 6.072 | -1,78 | ||||
| 2026-04-21 | 13F | Creekside Partners | 886 | -0,34 | 546 | 1,87 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 15.922 | -6,87 | 9.606 | -5,74 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 1.457 | 0,00 | 901 | 2,04 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 4.045 | 0,00 | 2.449 | 1,32 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.750 | 0,00 | 1.056 | 1,15 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 872 | -1,47 | 538 | 0,75 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.896 | 58,00 | 1.144 | 59,86 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 3.696 | -4,17 | 2.230 | -3,00 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 5.039 | 0,24 | 3.108 | 2,47 | ||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 836 | 0,00 | 501 | -1,77 | ||||
| 2026-01-29 | 13F | Comerica Bank | 43.694 | 5,15 | 26.360 | 6,44 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 18 | 11 | ||||||
| 2026-01-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 6.703 | -3,05 | 4.044 | -1,87 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 704.633 | -1,45 | 425.091 | -0,25 | ||||
| 2026-02-12 | 13F | Canopy Partners, LLC | 16.507 | -3,42 | 9.958 | -2,25 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 147 | 0,00 | 89 | 1,15 | ||||
| 2026-02-05 | 13F | Sound Portfolio Advisors, LLC | 526 | 317 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 2.227 | 101,72 | 1.387 | 111,11 | ||||
| 2026-02-17 | 13F | Bedell Frazier Investment Counseling, LLC | 433 | -8,46 | 261 | -7,12 | ||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 15.628 | 9.428 | ||||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 400 | 247 | ||||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 427 | 0,23 | 261 | 3,17 | ||||
| 2026-01-23 | 13F | Aldebaran Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 7.438 | -0,59 | 4.487 | 112.075,00 | ||||
| 2026-02-09 | 13F | Pioneer Trust Bank N A/or | 728 | -0,55 | 439 | 0,69 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 400 | 0,00 | 241 | 1,26 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 3.138 | 1,85 | 1.893 | 3,10 | ||||
| 2026-02-17 | 13F | Moore Capital Management, Lp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 17 | 0,00 | 10 | 11,11 | ||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 986 | -0,60 | 595 | 0,68 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 9.709 | 2,25 | 5.857 | 3,48 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 67.830 | -0,04 | 42.616 | 4,55 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 883 | 9,55 | 533 | 10,83 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 120.609 | 10,75 | 72.764 | 12,09 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 8.508 | -1,01 | 5.151 | 0,29 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 994 | 0,00 | 613 | 2,34 | ||||
| 2026-03-02 | 13F | Cfo Capital Management Llc | 932 | 562 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 448 | 0,00 | 276 | -1,78 | ||||
| 2026-01-29 | 13F | Teachers Retirement System Of The State Of Kentucky | 9.602 | 1,67 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 75.368 | -2,25 | 45.468 | -1,06 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 1.963 | 0,05 | 1.176 | -0,68 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 2.129 | 0,00 | 1.369 | 6,62 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 2.560 | 1.544 | ||||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 598 | -0,33 | 361 | 0,84 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 83.341 | 246,42 | 50.278 | 250,64 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 2.055 | 0,00 | 1.240 | 1,23 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 464 | 0,22 | 0 | |||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 1.046 | 0,10 | 631 | 1,29 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 457 | -14,42 | 277 | -13,21 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 523 | 0,00 | 316 | 1,29 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 121 | 0,00 | 73 | 1,41 | ||||
| 2026-01-21 | 13F | Seascape Capital Management | 600 | -12,79 | 0 | |||||
| 2026-02-17 | 13F | Rothschild Capital Partners, LLC | 1.457 | 0,28 | 879 | 1,39 | ||||
| 2026-01-27 | 13F | Busey Wealth Management | 13.070 | 0,79 | 7.885 | 2,01 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 871 | 0,00 | 571 | 10,02 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 244 | 0,00 | 150 | 2,04 | ||||
| 2026-04-08 | 13F | Woodstock Corp | 6.059 | 0,08 | 3.737 | 2,30 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 7.916 | -1,47 | 4.882 | 0,74 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 1.156 | -0,43 | 713 | 1,71 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 336 | 0,30 | 203 | 1,51 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 697 | -1,27 | 430 | 0,70 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 2.500 | 0,00 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 9.450 | 845,00 | 3.978 | 546,83 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 566 | 0,18 | 364 | 3,41 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 117 | 0,86 | 72 | 2,86 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 2.473 | -6,25 | 1.492 | -5,15 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 578 | -2,36 | 356 | -0,28 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 18.548 | 15,74 | 11 | 22,22 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Trust Point Inc. | 3.584 | 0,00 | 2.210 | 2,22 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 2.041 | -4,45 | 1.232 | -3,30 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 57.054 | -1,88 | 35.189 | 0,31 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 489 | -2,98 | 302 | -0,99 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 26.910 | 22,32 | 16.595 | 25,02 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 619 | 0,00 | 373 | 1,36 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 406 | 250 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 3.368 | -10,26 | 2.077 | -8,26 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 27 | 0,00 | 16 | 6,67 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 18.573 | -1,48 | 11.205 | -0,28 | ||||
| 2026-02-10 | 13F | Houlihan Financial Resource Group, Ltd. | 6.647 | 107,27 | 4.083 | 113,66 | ||||
| 2026-02-10 | 13F | Henderson Brothers Financial Partners, LLC | 796 | 480 | ||||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 1.383 | 0,07 | 853 | 2,28 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 5.344 | -2,80 | 3.556 | 7,24 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 791 | 0,00 | 477 | 1,27 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 6.019 | -5,57 | 3.631 | -4,42 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 843 | 43,86 | 520 | 47,03 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 16.286 | -2,18 | 10.045 | 0,00 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 4.971 | -0,14 | 3.066 | 2,06 | ||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 333 | 0 | ||||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 839 | 0,00 | 506 | 1,20 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 11.148 | -1,67 | 6.876 | 0,53 | ||||
| 2026-01-28 | 13F | Harbour Trust & Investment Management Co | 15.979 | -0,51 | 9.640 | 0,70 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 702 | -20,14 | 433 | -18,49 | ||||
| 2025-11-06 | 13F | Fusion Family Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 992 | 0,30 | 598 | 1,53 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 836 | 501 | ||||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 4.411 | 2,30 | 2.661 | 3,54 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 1.738 | 19,86 | 1.072 | 22,54 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 106 | 65 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 14.362 | -1,41 | 8.858 | 0,79 | ||||
| 2026-02-17 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44.400 | 48,10 | 26.786 | 49,90 | ||||
| 2026-01-29 | 13F | UBS Group AG | 608.452 | -4,47 | 367.067 | -3,31 | ||||
| 2026-02-17 | 13F | Vista Investment Management | 1.494 | 0,00 | 901 | 1,24 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 2.092 | 1,01 | 1.290 | 3,28 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 14.646 | 8.836 | ||||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 2.625 | -1,43 | 1.584 | -0,25 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 1.552 | 11,82 | 957 | 14,34 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 17.669 | 1,49 | ||||||
| 2026-02-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Integrated Wealth Management | 337 | 0,00 | 208 | 1,97 | ||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 640 | 387 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 70 | 0,00 | 43 | 2,38 | ||||
| 2026-04-07 | 13F | Crescent Sterling, Ltd. | 5.118 | 3,10 | 3.156 | 5,41 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 612 | -21,94 | 369 | -20,99 | ||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 397 | 0,25 | 240 | 1,27 | ||||
| 2026-01-23 | 13F | Ti-trust, Inc | 9.456 | 0,11 | 5.705 | 1,31 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 3.264 | 14,17 | 2.013 | 16,76 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 405 | 0,00 | 264 | 7,79 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 993 | -1,97 | 599 | -1,48 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 496 | 0,00 | 296 | 5,36 | ||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 1.104 | 666 | ||||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 18.953 | -0,08 | 11.434 | 1,12 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.011 | 0,10 | 624 | 2,30 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 341 | 0,29 | 215 | 6,44 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 443 | -1,12 | 267 | 0,00 | ||||
| 2026-02-12 | 13F | Tandem Wealth Advisors LLC | 41.299 | 34,11 | 25.473 | 38,78 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 6.716 | 22,09 | 4.052 | 23,58 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 2.694 | 30,33 | 1.662 | 33,31 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 6.200 | 0,00 | 3.740 | 1,22 | ||||
| 2026-02-04 | 13F | Jacksonville Wealth Management, LLC | 1.126 | -0,88 | 680 | 0,30 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 31.646 | -3,05 | 19.516 | -0,89 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 538 | 324 | ||||||
| 2026-02-09 | 13F | Firestone Capital Management | 9.031 | -2,05 | 5.448 | -0,86 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 298 | 0,00 | 180 | 1,13 | ||||
| 2026-04-15 | 13F | City Holding Co | 240 | 0,00 | 148 | 2,78 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 8.023 | 13,61 | 5.073 | 20,73 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 666 | -12,71 | 402 | -11,67 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 685 | 8,90 | 415 | 10,40 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 2.413 | -2,11 | 1.456 | -0,95 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 792 | 0,13 | 478 | -0,21 | ||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 4.098 | -4,68 | 2.473 | -3,51 | ||||
| 2026-01-29 | 13F | First Interstate Bank | 346 | 0,00 | 209 | 0,97 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 2.472 | 15,73 | 1.491 | 17,12 | ||||
| 2026-02-06 | 13F | Cypress Capital, LLC | 1.054 | -4,70 | 636 | -3,49 | ||||
| 2026-01-28 | 13F | Mystic Asset Management, Inc. | 364 | 0,00 | 220 | 1,39 | ||||
| 2026-02-13 | 13F | Morgan Dempsey Capital Management Llc | 125 | 0,00 | 76 | 1,35 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 7.794 | 1,96 | 4.807 | 4,25 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 388 | 85,65 | 234 | 88,71 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 848 | -0,24 | 511 | 0,99 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Shaker Investments Llc/oh | 500 | -18,30 | 302 | -17,31 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 4.613 | 26,91 | 2.793 | 28,55 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 15.181 | -1,04 | 9.159 | 0,16 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 8.729 | 5,22 | 5.384 | 7,57 | ||||
| 2026-02-17 | 13F | Consultiva Wealth Management, Corp. | 28 | 0,00 | 17 | 0,00 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 557 | 95,44 | 336 | 98,82 | ||||
| 2025-11-04 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 15 | 9 | ||||||
| 2026-01-26 | 13F | Lionsbridge Wealth Management LLC | 4.532 | -17,00 | 2.734 | -15,98 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 5.216 | 3.217 | ||||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 3.735 | 6,17 | 2.252 | 7,39 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 1.105 | 667 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 743 | 1,23 | 462 | 4,30 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 952 | 6,97 | 574 | 8,30 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 459 | 0,00 | 277 | 1,10 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 701 | 0,00 | 423 | 1,20 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 11.929 | -0,08 | 7.197 | 1,12 | ||||
| 2026-02-13 | 13F | Paragon Capital Management LLC | 563 | 0,00 | 340 | 1,19 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2.560 | -8,47 | 1.579 | -6,46 | ||||
| 2026-02-17 | 13F | Carret Asset Management, Llc | 675 | 0,00 | 407 | 1,24 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 190 | 0,53 | 117 | 2,63 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 70.521 | -19,94 | 42.544 | 81.715,38 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | ORBA Wealth Advisors, L.L.C. | 1.224 | -26,00 | 738 | -25,08 | ||||
| 2026-04-08 | 13F | General Partner, Inc. | 1.484 | 0,00 | 915 | 2,23 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 11.555 | -9,16 | 7 | -14,29 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 557 | 0,00 | 344 | 2,08 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 798 | 0,00 | 481 | 1,26 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 41 | 0,00 | 25 | 4,17 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 423 | 255 | ||||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 450 | 0,00 | 271 | 1,12 | ||||
| 2025-11-13 | 13F | Twin Tree Management, LP | Put | 0 | -100,00 | 0 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 1.460 | -2,47 | 900 | -0,33 | ||||
| 2025-11-13 | 13F | Twin Tree Management, LP | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 11.328 | -1,85 | 6.987 | 0,33 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4.421 | 0,18 | 2.727 | 2,40 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 409 | -13,35 | 246 | -12,46 | ||||
| 2026-01-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2.929 | 0,07 | 1.767 | 1,32 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 1.134 | 0,00 | 699 | 2,19 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 1.178 | 0,00 | 727 | 2,25 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 190 | 0,53 | 118 | 2,63 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2.439 | 6,65 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Betterment LLC | 732 | 7,96 | 0 | |||||
| 2026-01-29 | 13F | Mendel Money Management | 353 | -15,35 | 213 | -14,52 | ||||
| 2026-02-18 | 13F | SkyView Investment Advisors, LLC | 1.850 | 0,00 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 1.607 | -0,31 | 991 | 1,95 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 427 | 0,00 | 263 | 2,33 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 31.325 | 15,17 | 18.898 | 16,57 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 1.862 | -26,95 | 1.123 | -26,07 | ||||
| 2026-02-13 | 13F | Pingora Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 373 | 0,00 | 230 | -0,86 | ||||
| 2026-01-26 | 13F | Heritage Wealth Architects, Inc. | 1.054 | 671 | ||||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 699 | -0,43 | 431 | 1,89 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 6.093 | -3,41 | 3.758 | -1,26 | ||||
| 2026-02-11 | 13F | All Terrain Financial Advisors, LLC | 3.563 | -3,18 | 2.150 | -2,01 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 1.195 | 721 | ||||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 86.561 | -3,82 | 52.221 | -2,65 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 450 | 271 | ||||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 80 | 0,00 | 49 | 2,08 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 2.361 | 0,00 | 1.424 | 1,21 | ||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 424 | 0,00 | 256 | 1,19 | ||||
| 2026-02-03 | 13F | Sageworth Trust Co | 9.569 | 0,00 | 5.773 | 1,21 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 703 | 0,00 | 434 | 2,12 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 250.582 | 131,87 | 151 | 135,94 | ||||
| 2026-02-03 | 13F | Nordwand Advisors, LLC | 342 | 0,00 | 206 | 1,48 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1.008 | -10,08 | 622 | -8,14 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 2.556 | 21,08 | 1.576 | 23,80 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 350 | 0,00 | 211 | 1,44 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 1.860 | 1,36 | 1.147 | 3,61 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 70 | 0,00 | 42 | 2,44 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 899 | 0,00 | 542 | 1,31 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 689 | 2,38 | 416 | 3,49 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 6.045 | -0,64 | 3.647 | 0,55 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 722 | -4,12 | 445 | -1,98 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 200 | 125 | ||||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 1.516 | -0,72 | 1 | |||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 5.911 | -3,68 | 3.566 | -2,49 | ||||
| 2026-02-17 | 13F | Parvin Asset Management, LLC | 100 | 0,00 | 60 | 1,69 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 120.928 | -3,94 | 72.953 | -2,77 | ||||
| 2026-02-13 | 13F | S&t Bank/pa | 120 | 72 | ||||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 521 | -8,27 | 321 | -6,14 | ||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 1.361 | -3,68 | 821 | -2,49 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 1.028.201 | -2,71 | 620.293 | -1,53 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 422 | 0,00 | 255 | 1,20 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 89.237 | 113,96 | 54 | 120,83 | ||||
| 2026-02-13 | 13F | Walleye Trading LLC | Put | 22.500 | 0,00 | 13.574 | 1,22 | |||
| 2026-02-13 | 13F | Walleye Trading LLC | Call | 22.500 | 0,00 | 13.574 | 1,22 | |||
| 2026-02-10 | 13F | Virtue Asset Management Llc | 2.351 | -0,93 | 1.418 | 0,28 | ||||
| 2026-02-13 | 13F | WealthTrust Axiom LLC | 466 | 0,00 | 281 | 1,44 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 7.888 | 1,49 | 4.759 | 2,72 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 681 | 0,00 | 420 | 2,44 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 180 | 0,00 | 111 | 2,78 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 164 | 0,00 | 99 | 1,03 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 265.202 | 6,01 | 159.991 | 7,30 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 846.872 | -4,83 | 511.223 | -3,61 |

