Grundlæggende statistik
| Institutionelle ejere | 379 total, 379 long only, 0 short only, 0 long/short - change of 1,33% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2780 % - change of -1,53% MRQ |
| Institutionelle aktier (lange) | 22.048.532 (ex 13D/G) - change of -0,63MM shares -2,78% MRQ |
| Institutionel værdi (lang) | $ 1.838.778 USD ($1000) |
Institutionelt ejerskab og aktionærer
SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF (US:MDYV) har 379 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 22,048,532 aktier. Største aktionærer omfatter Wealth Enhancement Advisory Services, Llc, NorthRock Partners, LLC, Financial Engines Advisors L.L.C., LPL Financial LLC, Avantax Planning Partners, Inc., AE Wealth Management LLC, Lutz Financial Services LLC, Morgan Stanley, Financial Advisory Service, Inc., and Tiaa Trust, National Association .
SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF (ARCA:MDYV) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 4, 2026 is 89,37 / share. Previously, on March 5, 2025, the share price was 78,55 / share. This represents an increase of 13,77% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-26 | 13F | PDS Planning, Inc | 2.471 | 0,12 | 209 | 1,95 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 46.329 | -2,30 | 4 | 0,00 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 4.431 | -0,36 | 375 | 1,35 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 41 | 0,00 | 3 | 0,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 115 | 10 | ||||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 13.184 | 2,55 | 1.116 | 4,10 | ||||
| 2026-01-09 | 13F | Cultivar Capital, Inc. | 4.355 | 25,14 | 369 | 26,90 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 12.356 | 805,20 | 1.046 | 824,78 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 50.618 | 0,12 | 4.285 | 1,59 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5.811 | 1,04 | 492 | 2,51 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 455 | -11,65 | 38 | -9,52 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 138 | 0,00 | 12 | 0,00 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 4.044 | 1,46 | 342 | 3,01 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 67.812 | -3,25 | 5.740 | -1,81 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 74 | 6 | ||||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 9.194 | 34,20 | 778 | 36,25 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 6.785 | 32,88 | 574 | 35,06 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 10.667 | 0,00 | 903 | 1,46 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.260 | 16,13 | 107 | 17,78 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 1.254.079 | -1,94 | 106.158 | -0,48 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 964 | 8,44 | 82 | 9,46 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 9.913 | -0,27 | 839 | 1,21 | ||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 7.866 | 2,45 | 666 | 3,91 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 4.918 | 0,92 | 416 | 2,46 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 8.964 | 0,56 | 759 | 2,02 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.326 | 0,04 | 197 | 1,55 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 5.635 | 0,00 | 477 | 1,49 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Annex Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 452 | 0,00 | 38 | 2,70 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.687 | 0,00 | 144 | 2,86 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 9.100 | 0,00 | 770 | 1,45 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 9.647 | -1,56 | 817 | -0,12 | ||||
| 2026-02-02 | 13F | Capital Wealth Management, Llc | 90.908 | 8,32 | 7.695 | 9,93 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 3.774 | 0,00 | 0 | |||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Creative Planning | 30.878 | 3,43 | 2.614 | 4,94 | ||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 740 | 0,41 | 63 | 1,64 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 3.395 | 0,00 | 287 | 1,41 | ||||
| 2026-01-30 | 13F | Joseph Group Capital Management | 3.380 | -31,19 | 286 | -30,07 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 11.331 | -19,59 | 959 | -18,38 | ||||
| 2026-01-23 | 13F | Burney Co/ | 9.222 | -7,83 | 781 | -6,47 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 41.400 | -0,67 | 3.505 | 0,83 | ||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-14 | 13F | Able Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 9.097 | 8,89 | 770 | 10,63 | ||||
| 2026-02-04 | 13F | Summit Investment Advisory Services, LLC | 2.945 | -7,91 | 249 | -6,39 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 6.683 | 0,00 | 566 | 1,44 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 66.882 | 10,58 | 6 | 0,00 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 7.078 | 0,04 | 599 | 1,53 | ||||
| 2026-01-27 | 13F | Breachway Investments LLC | 3.218 | 272 | ||||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 633 | 0,48 | 54 | 1,92 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 83 | 0,00 | 7 | 16,67 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 5.986 | -1,95 | 507 | -0,59 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1.020 | 0,00 | 86 | 1,18 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 330 | 0,00 | 28 | 0,00 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 2.869 | -8,07 | 243 | -6,92 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 100 | 0,00 | 8 | 0,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 162.800 | 4,79 | 13.781 | 6,34 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 20 | -23,08 | 2 | -50,00 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 274 | 0,00 | 23 | 4,55 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 447 | -15,66 | 38 | -15,91 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 8.910 | 754 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 23.276 | 17,47 | 1.970 | 19,25 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 233.634 | 19,11 | 19.777 | 20,87 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 2.285 | 0,00 | 193 | 1,58 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 83.411 | 1,56 | 7.061 | 3,07 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 4.485 | 0,25 | 380 | 1,61 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 276 | 0,36 | 23 | 0,00 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 3.204 | 0,00 | 271 | 1,50 | ||||
| 2026-01-09 | 13F | Somerset Trust Co | 2.447 | -0,37 | 207 | 1,47 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 132.560 | -0,57 | 11.221 | 0,91 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 12.816 | 1,73 | 1.085 | 3,24 | ||||
| 2026-02-12 | 13F | DRW Securities, LLC | 2.546 | 0,00 | 216 | 1,90 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 4.654 | 394 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 46.855 | 1.794,66 | 3.966 | 1.825,24 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 371.154 | 0,05 | 31.418 | 1,54 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 817 | 0,00 | 69 | 1,47 | ||||
| 2026-01-22 | 13F | Montz Harcus Wealth Management LLC | 44.963 | -1,65 | 3.806 | -0,18 | ||||
| 2026-01-26 | 13F | Financial Guidance Group, Inc. | 21.834 | -3,31 | 1.848 | -1,86 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 3.998 | 0,18 | 355 | 8,26 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 30.377 | 11,03 | 2.571 | 12,66 | ||||
| 2026-01-13 | 13F | LongView Wealth Management | 5.266 | 0,34 | 466 | 6,64 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 6.042 | 7,62 | 511 | 9,19 | ||||
| 2026-01-21 | 13F | Cooke Wealth Management, LLC | 18.575 | 1.650 | ||||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 30.424 | -8,13 | 2.575 | -6,77 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 65.244 | -4,63 | 5.523 | -3,22 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 858.798 | 29,79 | 72.697 | 31,72 | ||||
| 2026-01-06 | 13F | Barden Capital Management, Inc. | 25.990 | 8,24 | 2.200 | 9,89 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 60.691 | 1,37 | 5.138 | 2,88 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 609 | -5,29 | 52 | -3,77 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 2.785 | 4,66 | 236 | 6,33 | ||||
| 2026-01-14 | 13F | Thompson Investment Management, Inc. | 125 | 0,00 | 11 | 0,00 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 1.893 | 160 | ||||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 3.386 | 2,45 | 287 | 4,00 | ||||
| 2025-11-14 | 13F | Fort Point Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 107.980 | -0,49 | 9.141 | 101.455,56 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 85.592 | 3,41 | 7.245 | 4,95 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 610.840 | 1,89 | 51.708 | 3,40 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 220.040 | -0,22 | 18.626 | 1,27 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 852 | 39,44 | 72 | 44,00 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 255 | 22 | ||||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 21.399 | -4,44 | 1.811 | -3,00 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 4.899 | -17,08 | 415 | -15,85 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 93 | 0,00 | 8 | 0,00 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 28 | 2 | ||||||
| 2026-02-04 | 13F | Drive Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | McAdam, LLC | 148.150 | -1,72 | 12.541 | -0,26 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 1.303.671 | -1,28 | 110.356 | 0,18 | ||||
| 2025-10-23 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 39.973 | 123,41 | 3.384 | 126,74 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 10.875 | 0,05 | 921 | 1,55 | ||||
| 2026-02-05 | 13F | Berman McAleer LLC | 16.042 | -3,61 | 1.358 | -2,23 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 13.759 | -2,56 | 1.165 | -1,10 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 7.800 | 0,00 | 1 | |||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 19.036 | 1.611 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 2.897 | 0,24 | 245 | 1,66 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 57 | 0,00 | 5 | 0,00 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 1.532 | 0,33 | 130 | 1,57 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 154 | 0,00 | 13 | 8,33 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 12.271 | 759,31 | 1.039 | 772,27 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 195 | 51,16 | 17 | 60,00 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 9.855 | 834 | ||||||
| 2026-02-13 | 13F | Citigroup Inc | 3 | 0,00 | 0 | |||||
| 2026-01-12 | 13F | Bill Few Associates, Inc. | 34.137 | 16,99 | 2.890 | 18,74 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 209 | 0,00 | 18 | 0,00 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 15 | 1 | ||||||
| 2026-01-07 | 13F | CWA Asset Management Group, LLC | 17.350 | 2,66 | 1.469 | 4,19 | ||||
| 2026-01-15 | 13F | Lewis Asset Management, LLC | 11.805 | -4,33 | 999 | -2,92 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 1.106 | 0,00 | 94 | 1,09 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 7.000 | 0,00 | 593 | 1,54 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 2.628 | 222 | ||||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 19.045 | 41,21 | 1.612 | 43,42 | ||||
| 2026-02-03 | 13F | SFG Wealth Management, LLC. | 6.513 | 3,99 | 551 | 5,56 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 76.846 | 1,62 | 6.505 | 3,14 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10.686 | 0,06 | 905 | 1,57 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.821 | -35,59 | 323 | -34,62 | ||||
| 2026-02-17 | 13F | Fmr Llc | 9.754 | -1,70 | 826 | -0,24 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 2.839 | -4,95 | 240 | -3,61 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 306.362 | 2,30 | 25.934 | 3,82 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 7.768 | -48,44 | 658 | -47,69 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 300 | 0,00 | 25 | 0,00 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 100 | 0,00 | 8 | 0,00 | ||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 281.638 | 0,56 | 23.841 | 2,05 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 313.909 | 15,92 | 26.572 | 17,64 | ||||
| 2026-01-13 | 13F | Balanced Wealth Group Llc | 156.582 | 3,22 | 13.118 | 6,90 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 483 | 0,42 | 41 | 0,00 | ||||
| 2026-02-03 | 13F | Acorn Financial Advisory Services Inc /adv | 17.295 | 0,00 | 1.464 | 1,53 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 452 | 0,00 | 38 | 2,70 | ||||
| 2026-01-07 | 13F | Marotta Asset Management | 49.377 | -4,32 | 4.180 | -3,33 | ||||
| 2026-01-12 | 13F | KWB Wealth | 4.126 | -8,64 | 349 | -2,51 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 10.507 | 1,38 | 876 | 6,44 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.744 | 0,00 | 148 | 1,38 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 5.420 | 7,41 | 459 | 9,05 | ||||
| 2025-10-09 | 13F | Embree Financial Group | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 16.561 | 4,29 | 1.402 | 5,82 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 20.110 | -0,56 | 1.703 | 0,95 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 5.492 | 8,71 | 458 | 14,21 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 19.153 | -5,67 | 1.621 | 0,56 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 623 | 921,31 | 46 | 1.025,00 | ||||
| 2026-03-02 | 13F | Cogent Strategic Wealth Llc | 3.620 | 322 | ||||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 2.694 | -5,71 | 228 | -4,20 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 17.428 | 10,36 | 1.475 | 12,00 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 27.057 | -12,25 | 2.290 | -10,93 | ||||
| 2026-01-06 | 13F | Collective Family Office Llc | 18.139 | 4,76 | 1.535 | 6,30 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 4.183 | 4,94 | 354 | 6,63 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 57.297 | 5,27 | 5.095 | 12,25 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 39.589 | -4,32 | 3.351 | -2,90 | ||||
| 2026-02-18 | 13F/A | Empowered Funds, LLC | 40.344 | 3.415 | ||||||
| 2026-02-02 | 13F | Sachetta, LLC | 2.081 | 0,00 | 176 | 1,73 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 406.771 | 3,45 | 34.433 | 4,99 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 296.276 | -0,07 | 25.080 | 1,41 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 115.375 | -4,73 | 9.766 | -3,32 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 355 | 30 | ||||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 5.974 | 0,95 | 506 | 2,43 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 121 | 0,00 | 10 | 0,00 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 2.289 | -0,69 | 194 | 0,52 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 6.028 | 6,97 | 1 | |||||
| 2026-01-22 | 13F | Bfsg, Llc | 223 | 0,00 | 19 | 0,00 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 5.893 | 2,70 | 499 | 4,18 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 531 | 0,00 | 45 | 0,00 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 13.510 | -8,13 | 1.144 | -6,77 | ||||
| 2026-01-27 | 13F | PFG Advisors | 6.171 | -2,67 | 522 | -1,14 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 33.833 | -11,91 | 2.864 | -10,62 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 37.236 | 2,19 | 3.152 | 3,72 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 220 | 19 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 19.455 | -0,38 | 1.647 | 1,04 | ||||
| 2025-10-31 | 13F | Frazier Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 201.385 | 40,53 | 17 | 54,55 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 21.781 | -3,94 | 1.844 | -2,54 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 5.636 | -3,89 | 477 | -2,45 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 27.307 | 151,03 | 2.312 | 154,80 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 300 | 0,00 | 25 | 0,00 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 240.820 | 187,52 | 20.386 | 191,80 | ||||
| 2025-11-12 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.679 | 0,00 | 227 | 1,35 | ||||
| 2025-09-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 18 | 1 | ||||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 8.458 | -1,59 | 716 | -0,14 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 2.351 | -13,66 | 199 | -12,33 | ||||
| 2026-01-21 | 13F | Persium Advisors, LLC | 3.175 | 0,00 | 269 | 1,52 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 17.652 | -4,20 | 1.494 | -2,73 | ||||
| 2026-01-15 | 13F | ERn Financial, LLC | 175.750 | -6,33 | 14.877 | -4,93 | ||||
| 2025-11-14 | 13F | Aviso Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Occidental Asset Management, LLC | 34.509 | -2,21 | 2.921 | -0,75 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 24.934 | -19,61 | 2.111 | -18,44 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 45.157 | -1,30 | 3.823 | 0,16 | ||||
| 2026-01-23 | 13F | Wallace Advisory Group, LLC | 3.422 | -14,68 | 290 | -9,12 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 15 | 0,00 | 1 | 0,00 | ||||
| 2025-11-05 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Shum Financial Group, Inc. | 28.112 | 9,11 | 2.380 | 10,75 | ||||
| 2026-01-27 | 13F | RTD Financial Advisors, Inc. | 54.965 | -0,80 | 4.653 | 0,67 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 14.255 | 1.207 | ||||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 26 | 0,00 | 2 | 0,00 | ||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 11.058 | 12,54 | 936 | 14,29 | ||||
| 2026-01-27 | 13F | Family Capital Trust Co | 281 | 0,00 | 24 | 0,00 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 1.120 | 47,17 | 95 | 49,21 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 55.869 | 0,64 | 4.729 | 2,14 | ||||
| 2026-01-05 | 13F | Confluence Investment Management Llc | 77.804 | -58,57 | 6.586 | -57,95 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 145 | 0,69 | 12 | 0,00 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 73.545 | 0,31 | 6.226 | 1,80 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 7.667 | 24,34 | 649 | 26,26 | ||||
| 2026-01-08 | 13F | Tompkins Financial Corp | 4 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 6.634 | -1,47 | 562 | 0,00 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 21 | 0,00 | 2 | 0,00 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 2.489 | -1,93 | 0 | |||||
| 2026-01-23 | 13F | Third View Private Wealth, LLC | 5.176 | 438 | ||||||
| 2026-01-07 | 13F | Tounjian Advisory Partners, Llc | 4.222 | -2,90 | 357 | -1,38 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 44.188 | 7,61 | 3.741 | 9,20 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 4.355 | -24,59 | 369 | -23,49 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 254.811 | -55,53 | 21.570 | -54,86 | ||||
| 2025-10-24 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 2.567 | 0,00 | 217 | 1,40 | ||||
| 2026-02-13 | 13F/A | Texas Permanent School Fund | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | First National Trust Co | 361.397 | 1,09 | 30.592 | 2,60 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 381.286 | 16,16 | 32.276 | 17,89 | ||||
| 2026-01-13 | 13F | Waller Financial Planning Group, Inc | 31.733 | -50,14 | 2.686 | -49,40 | ||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 2.440 | -10,03 | 207 | -8,85 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 86.990 | -0,52 | 7.364 | 0,95 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.053.654 | 1,22 | 89.192 | 2,73 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 643.475 | -3,42 | 54.470 | -1,98 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 2.702 | 0,26 | 229 | 1,79 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 115.831 | -1,48 | 9.805 | -0,02 | ||||
| 2026-02-02 | 13F | CX Institutional | 27.792 | 3,60 | 2 | 0,00 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 158 | 0,00 | 13 | 0,00 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 783.438 | 7,88 | 66.318 | 9,49 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 121.844 | 4,81 | 10.314 | 6,37 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 39 | 0,00 | 3 | 0,00 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 7.857 | 0,01 | 665 | 1,53 | ||||
| 2026-01-28 | 13F | Provident Wealth Management, LLC | 1 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Avant Capital LLC | 4.555 | 0,33 | 386 | 1,85 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 26 | 0,00 | 2 | 0,00 | ||||
| 2026-01-26 | 13F | Courage Miller Partners, LLC | 30.879 | -0,90 | 2.614 | 0,65 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 47.182 | -51,19 | 3.996 | -50,64 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 19.407 | -2,84 | 1.723 | 3,67 | ||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 145 | 12 | ||||||
| 2026-01-09 | 13F | Friday Financial | 6.196 | 8,61 | 524 | 10,32 | ||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 5.111 | 0,00 | 433 | 1,41 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 33.298 | -25,19 | 2.819 | -24,08 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 142 | -34,86 | 0 | |||||
| 2026-01-29 | 13F | Courier Capital Llc | 23.017 | 1,27 | 1.948 | 2,80 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.058 | 160,59 | 90 | 169,70 | ||||
| 2026-02-12 | 13F/A | KDK Private Wealth Management, LLC | 3.064 | -4,79 | 259 | -3,36 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 11.209 | 1 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 203.436 | -57,07 | 17.222 | -56,43 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 4.103 | -5,09 | 347 | -3,61 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 5.992 | -93,99 | 507 | -93,90 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 10.817 | -2,40 | 960 | 5,27 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 1 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 45 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 5.327 | 1,62 | 451 | 2,97 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 27.630 | 0,53 | 2.339 | 2,01 | ||||
| 2026-01-30 | 13F | Canandaigua National Trust Co of Florida | 46.834 | -0,69 | 3.964 | 0,79 | ||||
| 2025-10-22 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 14.274 | -5,80 | 1.208 | -4,35 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 5.663 | 0,00 | 480 | 1,48 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 4.724 | -8,86 | 299 | -30,79 | ||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 2.955 | -9,47 | 250 | -8,09 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 2.472 | 209 | ||||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 98.958 | -4,36 | 8.377 | -2,94 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 474.394 | -0,59 | 40.158 | 0,89 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 89.334 | 51,64 | 7.562 | 53,92 | ||||
| 2025-11-06 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 122.998 | -4,70 | 10.412 | -3,29 | ||||
| 2026-02-11 | 13F | LTG Capital LLC | 13.665 | 4,06 | 1.157 | 5,57 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 73.232 | -2,11 | 6.199 | -0,66 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 3.066 | -17,89 | 260 | -16,72 | ||||
| 2026-01-29 | 13F | UBS Group AG | 44.901 | -13,70 | 3.801 | -12,42 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 9.516 | 4,66 | 806 | 6,20 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 6.883 | 2,62 | 583 | 4,11 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 13 | -90,37 | 1 | -90,91 | ||||
| 2026-01-27 | 13F | My Purposeful Wealth Corp. | 23.225 | 5,23 | 1.966 | 6,85 | ||||
| 2026-01-23 | 13F/A | HF Advisory Group, LLC | 16.223 | 2,47 | 1.373 | 4,02 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 4.971 | 421 | ||||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 330 | 0,30 | 28 | 0,00 | ||||
| 2025-10-24 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 129 | 0,00 | 11 | 0,00 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 41 | 2,50 | 3 | 0,00 | ||||
| 2026-01-12 | 13F | Breakthru Advisory Services, Llc | 2.540 | 0,00 | 215 | 1,90 | ||||
| 2026-01-21 | 13F | Ccg Wealth Management, Llc | 6.485 | -0,66 | 549 | 0,74 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 1.285 | 372,43 | 109 | 390,91 | ||||
| 2026-02-03 | 13F | Eclectic Associates Inc /adv | 8.696 | 0,00 | 736 | 1,52 | ||||
| 2026-02-06 | 13F | Ignite Planners, LLC | 30.266 | 7,10 | 2.667 | 13,15 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 15.526 | 59,01 | 1.327 | 63,02 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Huntington National Bank | 169 | 1,81 | ||||||
| 2026-02-10 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 249 | -29,46 | 21 | -27,59 | ||||
| 2026-01-21 | 13F | Trueblood Wealth Management, LLC | 5.179 | 0,45 | 438 | 1,86 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 25.828 | -6,91 | 2.191 | -5,32 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 32.175 | 119,95 | 2.724 | 123,20 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 333 | 0,00 | 28 | 3,70 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 435 | -50,00 | 37 | -50,00 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 40.344 | 3.415 | ||||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 16.116 | -8,95 | 1.364 | -7,59 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-10 | 13F | Advance Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 19.728 | -3,77 | 1.670 | -2,34 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 30.348 | 173,65 | 2.569 | 177,92 | ||||
| 2026-01-27 | 13F | Juncture Wealth Strategies, Llc | 14.604 | -3,55 | 1.236 | -2,06 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 3.383 | -68,72 | 286 | -68,29 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 17 | 1 | ||||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 3.660 | -92,76 | 310 | -92,68 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 579 | 0,00 | 49 | 2,08 | ||||
| 2026-01-23 | 13F | Invera Wealth Advisors, LLC | 10.666 | -0,42 | 903 | 1,01 | ||||
| 2026-01-15 | 13F | Motive Wealth Advisors | 4.591 | -1,88 | 389 | -0,51 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 1 | 0,00 | 0 | |||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 2.653 | 0,00 | 225 | 1,36 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.958 | 319,27 | 166 | 334,21 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 46.141 | 6,17 | 3.906 | 7,72 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Diversified Management Inc | 2.578 | 218 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 139.895 | -22,71 | 11.842 | -21,56 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 26.434 | -4,51 | 2.238 | -3,08 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 3.081 | 0,00 | 261 | 1,56 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 203.268 | -1,24 | 17.207 | 0,23 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 3.456 | 0,00 | 293 | 1,39 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 14.966 | 8,21 | 1.267 | 9,80 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 18.789 | 4,73 | 1.631 | 7,80 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 4.217 | 0,36 | 357 | 1,71 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 2.340 | -19,03 | 198 | -17,84 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 12.815 | 1.085 | ||||||
| 2026-01-13 | 13F | Norden Group Llc | 5.593 | 2,49 | 473 | 3,96 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 2.403 | -2,20 | 216 | 5,39 | ||||
| 2026-02-06 | 13F | Wrapmanager Inc | 3.690 | -29,74 | 312 | -28,77 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 12.000 | 1.016 | ||||||
| 2026-02-02 | 13F | Payne Capital Management, LLC | 23.640 | 2,56 | 2.001 | 4,11 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 7.364 | -0,58 | 617 | -0,16 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2.980 | 252 | ||||||
| 2026-01-05 | 13F | Michael S. Ryan, Inc. | 123.862 | -0,25 | 10.485 | 1,23 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 531.704 | -0,26 | 45.009 | 1,23 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 6.511 | -0,15 | 551 | 1,47 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 10.653 | -0,87 | 902 | 0,56 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 1 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 893.442 | 7,09 | 75.630 | 8,68 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 32.380 | 26,35 | 3 | 0,00 | ||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 18.447 | -12,88 | 1.495 | -15,40 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 2.373 | -1,45 | 201 | 0,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 126.287 | 71,85 | 10.690 | 74,42 | ||||
| 2026-01-09 | 13F | Inspirion Wealth Advisors, Llc | 3.933 | -8,81 | 333 | -2,92 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 700 | 0,00 | 0 | |||||
| 2026-02-26 | 13F | TD Capital Management LLC | 219 | 0,46 | 19 | 0,00 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 2.418 | 0,00 | 205 | 1,49 | ||||
| 2026-02-09 | 13F | Sensible Money, LLC | 4.932 | -13,50 | 417 | -12,21 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 4.400 | 42,86 | 372 | 45,31 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 232.520 | 3,58 | 19.683 | 5,12 | ||||
| 2026-01-23 | 13F | Prism Advisors, Inc. | 20.977 | -67,13 | 1.776 | -66,65 | ||||
| 2025-11-03 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 72.165 | -7,67 | 6.109 | -6,30 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 4.848 | 0,00 | 410 | 1,49 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 5.986 | -1,95 | 507 | -0,59 | ||||
| 2026-02-10 | 13F | Goldstein Advisors, LLC | 3.250 | 0,00 | 275 | 1,48 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 2.424 | 205 | ||||||
| 2026-01-16 | 13F | First Pacific Financial | 369.750 | 1,84 | 31.299 | 3,36 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 69.328 | 0,00 | 5.869 | 1,49 | ||||
| 2026-01-27 | 13F | Sharper & Granite LLC | 10.095 | 3,91 | 855 | 5,43 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 11.555 | 8,72 | 978 | 10,38 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 5.604 | 0,45 | 474 | 1,94 | ||||
| 2026-01-23 | 13F | Meridian Financial, LLC | 5.763 | 0,00 | 488 | 1,46 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 17.033 | -0,60 | 1.442 | 0,84 | ||||
| 2025-10-21 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.064.689 | -3,67 | 181.404 | 1,48 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 127.799 | 13,18 | 10.818 | 14,87 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 310 | 0,00 | 26 | 4,00 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 232.310 | -0,78 | 19.665 | 0,70 | ||||
| 2026-01-23 | 13F | Tower View Investment Management & Research LLC | 984 | 0,51 | 83 | 2,47 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 50.980 | -10,53 | 4.315 | -4,66 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 4.924 | 417 | ||||||
| 2026-02-04 | 13F | Urban Financial Advisory Corp | 2.781 | 0,47 | 235 | 2,17 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 11.273 | -0,64 | 954 | 0,85 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 138 | 0 | ||||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 8.511 | 720 | ||||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 97.049 | 0,32 | 8.215 | 1,81 | ||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 16.151 | -6,82 | 1.367 | -5,40 | ||||
| 2026-01-23 | 13F | Destiny Capital Corp/CO | 3.097 | -0,16 | 262 | 1,55 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 767 | 65 | ||||||
| 2025-10-22 | 13F | OneAscent Financial Services LLC | 6.807 | 0,41 | 568 | |||||
| 2026-01-15 | 13F | Brookstone Capital Management | 29.010 | -0,46 | 2.456 | 1,03 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 2.608 | -1,25 | 221 | 0,00 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 2.825 | -3,72 | 251 | 2,46 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 23.342 | 9,86 | 1.976 | 11,46 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 182 | 15 | ||||||
| 2026-01-13 | 13F | Signature Securities Group Corporation | 5.336 | 4,04 | 452 | 5,62 | ||||
| 2026-01-14 | 13F | Centennial Wealth Advisory LLC | 4.833 | 7,50 | 409 | 9,36 |
