Grundlæggende statistik
| Institutionelle ejere | 728 total, 727 long only, 0 short only, 1 long/short - change of 3,70% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7708 % - change of -3,55% MRQ |
| Institutionelle aktier (lange) | 75.056.191 (ex 13D/G) - change of -1,37MM shares -1,79% MRQ |
| Institutionel værdi (lang) | $ 7.318.579 USD ($1000) |
Institutionelt ejerskab og aktionærer
VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (US:MOAT) har 728 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 75,056,191 aktier. Største aktionærer omfatter LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Raymond James Financial Inc, Mesirow Financial Investment Management, Inc., Wells Fargo & Company/mn, Boulay Financial Advisors, LLC, Commonwealth Equity Services, Llc, Jones Financial Companies Lllp, and Cetera Investment Advisers .
VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (BATS:MOAT) 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 28, 2026 is 100,09 / share. Previously, on April 29, 2025, the share price was 85,63 / share. This represents an increase of 16,89% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Mariner, LLC | 170.836 | 4,92 | 17.694 | 9,65 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 138 | -30,30 | 14 | -26,32 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F/A | CapWealth Advisors, LLC | 2.786 | 0,04 | 288 | 4,35 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 4.150 | -10,60 | 430 | -6,74 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 2.493 | 0,00 | 258 | 4,45 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 5 | -99,96 | 1 | -100,00 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 3.163 | 0,00 | 306 | -6,73 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 7.690 | -36,69 | 744 | -40,89 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.670 | 258 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 15.516 | -1,29 | 1.500 | -7,81 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 1.094 | -9,88 | 113 | -5,83 | ||||
| 2025-11-07 | 13F | Rialto Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 2.700 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 19.535 | -12,97 | 2.023 | -9,04 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 20.736 | -2,97 | 2.005 | -9,40 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 10.764 | -5,55 | 1.041 | -11,86 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 24.310 | 500,54 | 2.518 | 527,68 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 6.738 | -4,84 | 698 | -0,57 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 84.481 | 60,60 | 8.749 | 67,81 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 147.143 | -0,71 | 15.238 | 3,75 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 47.273 | -13,79 | 4.896 | -9,92 | ||||
| 2026-02-18 | 13F | Plotkin Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 165.522 | -2,02 | 17.141 | 2,38 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 81.617 | -31,78 | 7.892 | -36,30 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 68 | 0,00 | 7 | 16,67 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 6.696 | 693 | ||||||
| 2026-02-13 | 13F | Commerce Bank | 2.215 | 0,00 | 229 | 4,57 | ||||
| 2025-11-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 8.808 | 0,00 | 852 | -6,69 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 2.360 | -28,79 | 244 | -25,61 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 144.328 | -12,10 | 13.957 | -17,92 | ||||
| 2026-02-11 | 13F | Napier Financial, LLC | 123.650 | 12.805 | ||||||
| 2026-01-23 | 13F | Avion Wealth | 169 | 1,20 | 0 | |||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 9.233 | -2,53 | 956 | 1,92 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 43.700 | -1,99 | 4.226 | -8,49 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 13.324 | -84,49 | 1.287 | -85,73 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 2.681 | -2,12 | 259 | -8,48 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 31.893 | 14,70 | 3.084 | 152,17 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 11.025 | -55,15 | 1.066 | -58,11 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 565.557 | 26,93 | 47.651 | 7,91 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 71.898 | -15,01 | 6.952 | -20,64 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 282 | 29 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 2.900 | -25,64 | 300 | -22,28 | |||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 8.686 | 2,30 | 900 | 6,90 | ||||
| 2026-02-13 | 13F | Alchemi Wealth, LLC | 2.100 | 217 | ||||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 58.291 | -4,84 | 6.037 | -0,58 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 15.310 | -90,19 | 1.481 | -90,85 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 10.363 | 0,67 | 1.073 | 5,20 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 38 | 5,56 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 481 | 47 | ||||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 3.307 | 42,91 | 0 | |||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 1.400 | 0,00 | 135 | -6,25 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 145 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Cutler Capital Management, LLC | 30.598 | 9,17 | 3.169 | 14,08 | ||||
| 2025-11-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Willow Financial LLC | 3.985 | 0,00 | 385 | -6,55 | ||||
| 2026-02-13 | 13F | Beck Capital Management, Llc | 5.384 | -10,76 | 558 | -6,70 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 53.109 | -0,26 | 5.136 | -6,87 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 219.384 | 2,62 | 21.214 | -4,18 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 6.903 | 212,49 | 667 | 192,54 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 398 | 0,00 | 42 | 2,50 | ||||
| 2026-04-22 | 13F | Boomfish Wealth Group, LLC | 73.381 | 1,65 | 7.096 | -5,10 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 6.554 | 634 | ||||||
| 2026-01-29 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 516.693 | 0,25 | 53.509 | 4,75 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 60.821 | -1,08 | 6.299 | 3,35 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 6.602 | 684 | ||||||
| 2025-12-01 | 13F/A | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 560 | 58 | ||||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 3.105 | 0,00 | 300 | -6,54 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 149.422 | -6,48 | 14.449 | -12,67 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 8.005 | 0,04 | 814 | -1,81 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 5.215 | -8,27 | 504 | -14,29 | ||||
| 2026-02-05 | 13F | Guardian Capital, LLC | 5.967 | 618 | ||||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 4.714 | 0,62 | 488 | 5,17 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 39.116 | -13,51 | 3.783 | -19,24 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 1.862 | 193 | ||||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 484.623 | 2,70 | 46.863 | -4,10 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 76.162 | 403,65 | 7.887 | 426,50 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 20.208 | 3,50 | 2.093 | 8,11 | ||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 1.357 | 141 | ||||||
| 2026-02-05 | 13F | L & S Advisors Inc | 25.986 | -0,08 | 2.691 | 4,42 | ||||
| 2026-02-13 | 13F | Bard Associates Inc | 1.407 | 146 | ||||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 158.888 | 16.454 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 16.444 | -6,00 | 1.590 | -12,20 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 13.802 | -2,93 | 1.335 | -9,37 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 4.104 | 425 | ||||||
| 2026-02-10 | 13F | One Capital Management, LLC | 3.143 | 16,93 | 325 | 22,18 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 2.808 | 291 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 11.461 | -10,43 | 1.108 | -16,38 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 2.435 | 0,00 | 252 | 4,56 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 6.304 | -3,92 | 653 | 0,31 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 13.423 | -0,98 | 1 | 0,00 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 3.986 | 0,00 | 413 | 4,30 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 8.298 | -11,40 | 802 | -17,23 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 692 | 0,14 | 72 | 4,41 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 5.427 | -10,95 | 525 | -16,96 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 358.066 | -4,41 | 34.625 | -10,75 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4.968 | -22,03 | 480 | -27,16 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 3.597 | 3,36 | 372 | 8,14 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 5.910 | -75,98 | 631 | -74,62 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 18.254 | -2,94 | 1.765 | -9,35 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 52.359 | -1,06 | 5.422 | 3,39 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 70.582 | -3,37 | 7.241 | 0,03 | ||||
| 2026-04-28 | 13F | Paller Financial Services Inc | 70.934 | -1,86 | 6.859 | -8,35 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 1.500 | 0,00 | 145 | -6,45 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 4.079 | 14,00 | 394 | 11,30 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 11.995 | 10,60 | 1.242 | 15,64 | ||||
| 2026-02-10 | 13F | Glassy Mountain Advisors, Inc. | 5.323 | -25,96 | 551 | -22,61 | ||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 27.103 | 0,90 | 2.807 | 5,41 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 51.508 | -0,12 | 5.334 | 4,36 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 750 | 73 | ||||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 4.111 | 0,00 | 426 | 4,42 | ||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 35.039 | -10,42 | 3.629 | -6,40 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 48.458 | -0,29 | 5.018 | 4,19 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 6.310 | 9,36 | 653 | 14,36 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 5 | 1 | ||||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 77 | 0,00 | 7 | 0,00 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 31.133 | 0,01 | 3.011 | -6,61 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 42.366 | -5,02 | 4 | 0,00 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 261.638 | -11,36 | 27.095 | -7,38 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 21.978 | -2,35 | 2.125 | -8,80 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 3.409 | -7,21 | 353 | -3,02 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 26.084 | 22,92 | 2.701 | 28,44 | ||||
| 2026-04-24 | 13F | Randolph Co Inc | 2.440 | 11,47 | 236 | 3,98 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6.228 | -21,31 | 602 | -26,50 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 1.851 | 0,00 | 196 | 4,26 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 2.782 | 1,68 | 288 | 6,27 | ||||
| 2026-02-12 | 13F | Barings Llc | 24.935 | 0,00 | 2.582 | 4,49 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 6.107 | 7,22 | 632 | 12,06 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 7.019 | 0,00 | 727 | 4,46 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 405 | 0,00 | 42 | 2,50 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 44.154 | -2,53 | 4.573 | 1,85 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 29.652 | 2,27 | 3.071 | 6,86 | ||||
| 2026-02-05 | 13F | Eubel Brady & Suttman Asset Management Inc | 152.891 | 140,44 | 16 | 150,00 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 33.133 | 1.074,10 | 3.431 | 1.129,75 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 42.308 | 19,32 | 4.381 | 24,67 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 3.751 | -8,65 | 388 | -4,43 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 46.605 | -70,91 | 4.507 | -72,84 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 165 | 0,00 | 16 | 6,67 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 21.227 | -1,95 | 2.047 | -8,70 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 658.249 | 5,10 | 63.653 | -1,86 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 760.526 | -4,91 | 78.760 | -0,64 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 24.246 | -19,43 | 2.511 | -15,83 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 513 | 0,00 | 50 | -7,55 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 9.540 | -16,51 | 923 | -22,06 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.369.181 | -11,82 | 141.792 | 92.574,51 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 87.987 | -0,45 | 8.508 | -7,05 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 7.482 | -10,46 | 775 | -6,52 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 8.742 | 0,00 | 838 | -6,26 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 27.618 | 2.903 | ||||||
| 2026-02-12 | 13F | Boulay Financial Advisors, LLC | 2.132.699 | 0,63 | 220.862 | 5,15 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 218.967 | 8,16 | 22.676 | 13,01 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 123.838 | 1,36 | 12.825 | 5,90 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 107.093 | 26,60 | 10.356 | 18,21 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 44.906 | -2,67 | 4.651 | 1,71 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 207.777 | -6,09 | 21.517 | -1,87 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 15.166 | -0,99 | 1.467 | 146.500,00 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3.001 | 0,00 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 360 | 0,00 | 37 | 5,71 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 13.525 | 13,09 | 1.401 | 18,14 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 4.026 | -0,49 | 389 | -6,94 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 28.224 | -28,00 | 2.923 | -24,77 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 3.025 | 293 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 3.300 | 342 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 254.843 | 1,58 | 26.392 | 6,14 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 355.168 | 13,76 | 36.781 | 18,87 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 20.081 | -39,01 | 2.080 | -32,67 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 29.293 | 27,85 | 3.034 | 31,81 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 12.976 | 9,69 | 1.255 | 2,37 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 65.182 | 137,04 | 6.750 | 147,71 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 204 | 21 | ||||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 3.553 | -36,90 | 344 | -42,55 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 17.014 | -0,63 | 1.762 | 3,83 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 8.369 | 0,49 | 867 | 4,97 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 35.113 | -1,75 | 3.636 | 2,68 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 6.739 | 6,82 | 652 | -0,31 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 55.956 | -52,86 | 5.795 | -50,74 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 279.505 | -1,12 | 28.946 | 3,32 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 16.055 | -3,31 | 1.663 | 1,03 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 596.396 | 61.751 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 79.505 | -15,14 | 7.688 | -20,75 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Capital Developers, LLC | 39.227 | 4.062 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 125 | 12 | ||||||
| 2026-02-10 | 13F | Ascension Capital Advisors, Inc. | 8.362 | -17,97 | 866 | -14,36 | ||||
| 2026-01-29 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 19.775 | -0,05 | 2.048 | 4,44 | ||||
| 2026-03-05 | 13F | Mengis Capital Management, Inc. | 64.323 | 10,06 | 6.661 | 15,00 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 1.809 | 36.080,00 | 187 | |||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 42.148 | -10,32 | 4.076 | -16,26 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 398 | 85,98 | 39 | 72,73 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 309 | 32 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 1.106.486 | 13,47 | 114.588 | 18,56 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 13.733 | -1,37 | 1.328 | -7,91 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 262 | 25 | ||||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 8.053 | -21,17 | 779 | -26,40 | ||||
| 2026-02-11 | 13F | Tacita Capital Inc | 63.891 | -0,33 | 6.617 | 4,14 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 238 | -41,95 | 23 | -47,62 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 76.397 | -21,80 | 7.912 | -18,30 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 290 | 2,11 | 28 | -3,45 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 1.982 | 205 | ||||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 660 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Argent Trust Co | 57.800 | 2,78 | 5.986 | 7,39 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 700 | 0,00 | 68 | -6,94 | ||||
| 2026-02-05 | 13F | Atlas Wealth LLC | 38.593 | 23,97 | 3.997 | 29,53 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 5 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 93 | 10 | ||||||
| 2026-04-09 | 13F | Dorato Capital Management | 5.370 | -1,79 | 529 | -9,73 | ||||
| 2026-02-02 | 13F | Essex Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 3.114 | 0,23 | 322 | 4,89 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 46.961 | -1,67 | 4.541 | -8,17 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 176.868 | -30,25 | 18.309 | -23,02 | ||||
| 2026-01-27 | 13F | Farrow Financial Inc. | 105.205 | -0,01 | 10.895 | 4,49 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 182.613 | 5,57 | 17.659 | -1,43 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 21.506 | 1,46 | 2.080 | -5,28 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13.323 | -4,62 | 1.380 | -0,36 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 8.667 | 0,73 | 898 | 5,40 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 28.992 | 1,50 | 3.002 | 6,08 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 153 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 213 | 0,00 | 21 | -9,09 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 2.620 | 0,00 | 271 | 4,63 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 191.550 | 7,74 | 18.523 | 0,60 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 3.833 | 38,73 | 371 | 29,37 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 5.162 | -2,64 | 535 | 1,71 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 178.472 | -0,58 | 18.482 | 3,88 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 2.611 | 7,63 | 252 | 0,40 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 296.122 | 0,33 | 30.667 | 4,83 | ||||
| 2026-02-04 | 13F | MADDEN SECURITIES Corp | 15.000 | 0,00 | 1.553 | 4,51 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 5.491 | 5,27 | 531 | -1,85 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 30.841 | -5,90 | 3.194 | -1,69 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 646.558 | -5,23 | 67 | -1,49 | ||||
| 2026-04-24 | 13F | Whelan Financial | 4.474 | 0,00 | 433 | -6,70 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 3.426 | 0,00 | 355 | 4,42 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 4.666 | 483 | ||||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 458 | 0,00 | 44 | -6,38 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 11.189 | 0,00 | 1.082 | -6,56 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 3.634 | 0,00 | 376 | 4,44 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 16.318 | 4.310,27 | 1.617 | 4.655,88 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 2.115 | 205 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 11.734 | -6,35 | 1.215 | -2,10 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 5.625 | 12,03 | 583 | 17,10 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 75 | 0,00 | 7 | 0,00 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 8.242 | 0,00 | 797 | -6,57 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3.520 | 11,50 | 340 | 4,29 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 124.240 | -0,66 | 12.014 | -7,25 | ||||
| 2026-01-22 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 11.327 | -8,40 | 1.095 | -14,45 | ||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 203.944 | 4,27 | 19.721 | -2,64 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 19.634 | -3,23 | 2.033 | 1,14 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 7.006 | 0,33 | 678 | -6,36 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 85 | 0,00 | 8 | 0,00 | ||||
| 2026-02-05 | 13F | Roberts Glore & Co Inc /il/ | 45.521 | 0,95 | 4.714 | 5,51 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 284.664 | -19,91 | 26.201 | -30,72 | ||||
| 2026-02-20 | 13F | White Knight Strategic Wealth Advisors, LLC | 25.390 | 6,45 | 2.629 | 11,26 | ||||
| 2026-02-13 | 13F | Wbi Investments, Inc. | 12.766 | 15,62 | 1.322 | 20,84 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 24.953 | -1,50 | 2.584 | 2,95 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 5.418 | 21,94 | 561 | 27,50 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.670 | 118,02 | 742 | 103,57 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 5.663 | 586 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 6.620 | 16,98 | 656 | 23,77 | ||||
| 2026-02-12 | 13F | Collier Financial | 506 | 1,20 | 52 | 6,12 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 13.579 | 0,00 | 1.406 | 4,54 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21.927 | -5,47 | 2.271 | -1,22 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 16.550 | 15,24 | 1.714 | 20,38 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 854 | 0,47 | 88 | 4,76 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 84 | 55,56 | 8 | 60,00 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 59.329 | -3,90 | 6.144 | 0,42 | ||||
| 2026-01-09 | 13F | Westview Management dba Westview Investment Advisors | 22.827 | 2.364 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.864 | 0,03 | 277 | -6,76 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 212.036 | -1,98 | 21.958 | 2,43 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 2.350 | 249 | ||||||
| 2026-01-27 | 13F | Regions Financial Corp | 1.933 | 200 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 40.476 | -2,74 | 4.192 | 1,62 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.627 | 0,00 | 157 | -6,55 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 230 | 0,00 | 22 | -4,35 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 9.843 | -2,56 | 952 | -9,08 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 16.061 | -41,25 | 1.663 | -38,61 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 3.763 | 16,54 | 390 | 21,94 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.363 | -11,78 | 132 | -18,12 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6.871 | -39,07 | 664 | -43,10 | ||||
| 2026-01-30 | 13F | Sageworth Trust Co of South Dakota | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 8.040 | 833 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.637 | -3,69 | 255 | -9,89 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 7.055 | 1,63 | 731 | 6,10 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 283 | 0,00 | 27 | -6,90 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 3.529 | -14,09 | 341 | -19,76 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 3.474 | 360 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 20.798 | -20,83 | 2.154 | -17,25 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 12.002 | -44,41 | 1.161 | -48,10 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 85.275 | 105.177,78 | 8.831 | 110.287,50 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 205.801 | 1,13 | 19.902 | -5,57 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 650 | 8,33 | 67 | 13,56 | ||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 16.213 | -2,80 | 1.568 | -9,26 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 2.362 | -12,78 | 245 | -8,96 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 22.407 | -1,99 | 2.167 | -8,49 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 40 | 4 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2.437 | -3,26 | 252 | 1,20 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 29.915 | -69,81 | 2.893 | -4,30 | ||||
| 2026-01-21 | 13F | Kraematon Investment Advisors, Inc | 2.028 | 0,40 | 210 | 5,00 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 150 | 0,00 | 15 | -6,67 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 11.307 | 0,02 | 1.093 | 109.200,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 4.919 | 2,03 | 476 | -4,81 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 2.909 | 0,62 | 301 | 5,24 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 534 | -81,89 | 52 | -83,28 | ||||
| 2026-02-09 | 13F | Morningstar Investment Management LLC | 77.770 | 0,00 | 8 | 14,29 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 779 | 115,79 | 81 | 158,06 | ||||
| 2026-01-28 | 13F | Southern Farm Bureau Life Insurance | 1.107.967 | 31,12 | 115 | 37,35 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 85 | 8 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 42.452 | 5,50 | 4.105 | -1,46 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 12.947 | -1,13 | 1.341 | 3,32 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 511.612 | 4,11 | 49.473 | -2,79 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 4.707 | -25,56 | 487 | -22,20 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 6.030 | -0,51 | 625 | 4,00 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 21.447 | 1,17 | 2.221 | 5,76 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 4.589 | -4,99 | 444 | -11,40 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 2.200 | 0,00 | 213 | -6,61 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 14.263 | -1,33 | 1.477 | 3,14 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 1.004 | 0,30 | 0 | |||||
| 2026-02-17 | 13F | Fmr Llc | 45.260 | 6,55 | 4.687 | 11,33 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 22.868 | -0,22 | 2.211 | -6,83 | ||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 7.244 | -13,01 | 701 | -18,79 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 30.184 | -6,79 | 2.919 | -12,97 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 13.244 | -1,30 | 1.372 | 3,16 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 313 | 0,00 | 30 | -6,25 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.947 | 285 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 153.239 | -15,99 | 15.869 | -12,21 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 117.088 | 3,42 | 12.123 | 7,70 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 3.035.510 | -5,59 | 314.357 | -1,35 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 315 | 0,00 | 30 | -6,25 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 3.458 | 4,00 | 358 | 8,81 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 35.263 | -0,06 | 3.410 | -6,70 | ||||
| 2026-04-21 | 13F | Ketron Financial | 2.447 | -0,20 | 237 | -6,72 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 2.204 | 1,15 | 228 | 6,05 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 6.116 | -20,17 | 633 | -20,18 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 89.674 | -6,87 | 9.287 | -2,68 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 5.509 | 0,00 | 571 | 4,59 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 3.250 | -81,71 | 314 | -82,93 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 13.418 | 1.330 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 363.545 | -3,16 | 35.155 | -9,57 | ||||
| 2026-02-10 | 13F | 360 Financial, Inc. | 5.844 | 0,00 | 579 | 0,00 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 482.403 | 1,42 | 46.648 | -5,30 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 211.192 | 1,82 | 21.871 | 6,39 | ||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 2.159 | 224 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Archer Investment Corp | 83 | 0,00 | 9 | 0,00 | ||||
| 2026-02-05 | 13F | Granite Bay Wealth Management, LLC | 1.932 | 200 | ||||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 2.414 | 250 | ||||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 9.980 | 0,13 | 1.033 | 4,66 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 93.899 | 20,22 | 9.080 | 12,27 | ||||
| 2026-02-10 | 13F | David R. Rahn & Associates Inc. | 48.374 | 29,83 | 5.010 | 35,67 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 102.596 | -0,77 | 9.921 | -7,34 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 3.104 | -5,42 | 332 | -0,30 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 3.029 | 0,00 | 314 | 4,33 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 3.050 | -0,03 | 327 | 7,95 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 85.655 | -0,98 | 8.306 | -8,34 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 583.301 | -21,38 | 60.431 | -17,37 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 15.140 | -0,36 | 1.568 | 4,12 | ||||
| 2026-02-14 | 13F | Copley Financial Group, Inc. | 77.580 | 5,32 | 8.034 | 10,05 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 466.619 | -8,60 | 48.323 | -4,50 | ||||
| 2026-02-19 | 13F | ATX Financial Planning, LLC | 7.576 | 785 | ||||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | RCW Management, LLC | 15.314 | -5,57 | 1.481 | -11,85 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 578.478 | -4,21 | 59.907 | 0,09 | ||||
| 2026-04-13 | 13F | Trust Co | 272 | 26 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-24 | 13F | Coastline Complete Wealth LLC | 128.435 | 13.301 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1.234 | 18,43 | 128 | 23,30 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 7.691 | -0,66 | 744 | -7,24 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 46.549 | -6,15 | 4.501 | -12,36 | ||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 2.363 | 0,00 | 245 | 4,27 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 130.566 | -2,50 | 12.626 | -8,96 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 33 | 0,00 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 7.327 | -6,42 | 709 | -12,59 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 2.121 | -9,63 | 0 | |||||
| 2026-02-12 | 13F | QSV Equity Investors LLC | 4.950 | 0,00 | 513 | 4,49 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 2.663 | 0,41 | 276 | 4,96 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 23.500 | -29,71 | 2.272 | -34,37 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 234 | -66,57 | 24 | -65,22 | ||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 15.572 | -58,01 | 1.613 | -56,14 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 173 | -22,42 | 17 | -30,43 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 10.638 | -0,29 | 1.102 | 4,16 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 18.178 | -1,53 | 1.883 | 2,90 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 2.455 | 8,82 | 254 | 13,90 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 2.051 | 212 | ||||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 41.048 | 4.251 | ||||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 37.727 | -7,87 | 4 | -25,00 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 14.773 | -6,84 | 1.429 | -13,03 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 9.934 | -7,40 | 1.018 | -9,91 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 10.634 | -22,67 | 1.028 | -27,81 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 2.589 | 0,00 | 250 | -6,72 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 1.086 | -8,12 | 112 | -4,27 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 3.343 | -6,72 | 346 | -2,54 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 8.038 | 1,41 | 777 | -7,06 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 3.803 | 19,40 | 394 | 24,76 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 2.266 | -16,41 | 0 | |||||
| 2026-02-09 | 13F | PSI Advisors, LLC | 44.599 | 0,96 | 4.619 | 5,48 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 3.053 | 295 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 75 | 0 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 21.492 | 0,00 | 2.078 | -6,61 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 1 | -50,00 | 0 | |||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 1.093 | 0,00 | 113 | 4,63 | ||||
| 2026-02-26 | 13F | 46 Peaks LLC | 93.587 | 9.692 | ||||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 450 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 665.834 | -16,21 | 68.954 | -12,41 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 3.404 | -1,53 | 353 | 2,92 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.292.420 | -1,28 | 237.403 | 3,16 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 654 | 68 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 9.331 | -1,02 | 902 | -7,58 | ||||
| 2025-11-12 | 13F | Advisor OS, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 113.630 | 667,30 | 11.768 | 702,11 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 3.119 | 323 | ||||||
| 2026-01-21 | 13F | Landaas & Co /wi /adv | 4.400 | -0,43 | 456 | 3,88 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 4.827 | 500 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 36.443 | 0,24 | 3.774 | 4,75 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 125.839 | 12,11 | 13.032 | 17,13 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 15.586 | -9,68 | 1.507 | -15,67 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 10.845 | -12,24 | 1.049 | -18,06 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 3.326 | 11,46 | 344 | 16,61 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Nomura Asset Management Co Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 178.305 | 1.829,29 | 18 | |||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 3.610 | -95,64 | 8.546 | 10,06 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 27.221 | -24,52 | 2.625 | -29,70 | ||||
| 2026-01-29 | 13F | Traction Financial Partners, LLC | 2.223 | -0,54 | 230 | 4,07 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.224 | 14,23 | 230 | 19,79 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management LLP | 10 | 0,00 | 1 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 257.497 | -0,26 | 26.666 | 4,22 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 2.250 | 0,00 | 233 | 4,95 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 6.583.657 | 2,83 | 681.803 | 7,44 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.631 | -0,27 | 254 | -6,96 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 931.507 | -12,94 | 96.457 | -9,08 | ||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 33.433 | -6,02 | 3.462 | -1,79 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 20.967 | -2,90 | 2.171 | 1,45 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Activest Wealth Management | 199.112 | -15,50 | 19.254 | -21,10 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 12.418 | -9,66 | 1.286 | -5,65 | ||||
| 2026-04-23 | 13F | Phraction Management LLC | 9.095 | 0,00 | 879 | -6,59 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 6.513 | 0,09 | 674 | 4,66 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 1.726 | 2.476,12 | 167 | 2.666,67 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 2.904 | 94,64 | 301 | 104,08 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 31.552 | -3,51 | 3.268 | 0,83 | ||||
| 2026-02-12 | 13F | First International Bank of Israel Ltd. | 2.332 | -7,39 | 242 | -1,23 | ||||
| 2026-02-05 | 13F | Dash Acquisitions Inc. | 5.329 | 0,00 | 562 | 4,08 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 42.028 | -5,30 | 4.352 | -1,05 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 18.498 | 198,93 | 1.789 | 191,68 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 15.931 | 27,36 | 1.650 | 33,09 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 5.453 | 0,00 | 527 | -6,56 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 19.759 | 0,05 | 1.911 | -6,60 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 22.981 | 0,00 | 2.222 | -6,60 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 450 | 0,00 | 47 | 4,55 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | ||||
| 2026-01-30 | 13F | Joseph Group Capital Management | 133.939 | -0,09 | 13.871 | 4,39 | ||||
| 2026-04-23 | 13F | Bell Bank | 2.734 | 9,76 | 264 | 2,72 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 67.559 | -1,63 | 6.996 | 2,78 | ||||
| 2026-02-17 | 13F | Chokshi & Queen Wealth Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 42.648 | -2,75 | 4.417 | 1,61 | ||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 905 | 0,00 | 94 | 4,49 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 4.064 | 0,00 | 421 | 4,48 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 11.156 | -92,16 | 1.172 | -91,81 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 12.294 | 1.189 | ||||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 10.672 | -1,34 | 1.105 | 3,08 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 3.835 | -18,80 | 397 | -15,17 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 15.657 | 4,11 | 1.514 | -2,76 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.171.379 | -4,26 | 121.308 | 0,04 | ||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 99.571 | -38,96 | 10.312 | -36,22 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.624 | -1,63 | 350 | -8,14 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 35.033 | -20,88 | 3.388 | -26,13 | ||||
| 2026-01-20 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 4.933 | -10,68 | 511 | -6,76 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 2.815 | 0,00 | 272 | -6,53 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 30 | 3 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 14 | 1 | ||||||
| 2026-02-13 | 13F | Apriem Advisors | 513.241 | 3,93 | 53.151 | 8,60 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 3.627 | -33,29 | 376 | -30,30 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 52.649 | -8,34 | 5.091 | -14,41 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 96.964 | -4,04 | 10.042 | 0,27 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 866.012 | -2,84 | 83.743 | -9,27 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 399.693 | 3,16 | 41.392 | 7,79 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 141.280 | -9,36 | 13.662 | -15,36 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 7.431 | -35,65 | 770 | -33,65 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 6.906 | 1,02 | 715 | 5,61 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Element Squared LLC | 22.361 | -1,11 | 2.162 | -7,65 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 8.402 | -26,15 | 812 | -31,07 | ||||
| 2026-02-13 | 13F | Coco Enterprises, LLC | 2.820 | 0,00 | 292 | 3,91 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 5.703 | -79,86 | 591 | -78,97 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 15.405 | 1.527 | ||||||
| 2026-02-03 | 13F | Stiles Financial Services Inc | 4.060 | 0,00 | 420 | 4,48 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 3.746 | -4,07 | 363 | -10,15 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 15.595 | -1,15 | 1.668 | 3,73 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 11.678 | 3,57 | 1.129 | -3,26 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 35.631 | 12,40 | 3.446 | 4,97 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 20.142 | -4,52 | 2.086 | -0,24 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 186.512 | -13,11 | 18.036 | -18,86 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 5.118 | -4,66 | 530 | -0,38 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 5.630 | 0,00 | 544 | -6,69 | ||||
| 2026-04-13 | 13F | Ayalon Holdings Ltd. | 42.115 | 3,77 | 4 | 0,00 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 1.681 | 174 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 742 | 0,00 | 77 | 4,11 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 2.005 | 0,00 | 194 | -6,76 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 16 | 2 | ||||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 3.614 | 23,64 | 374 | 29,41 | ||||
| 2026-02-12 | 13F | Rik Saylor Financial, Inc. | 13.577 | -8,10 | 1.406 | -3,96 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 21.090 | 0,00 | 2.039 | -6,64 | ||||
| 2026-01-30 | 13F | Smart Money Group LLC | 8.991 | -6,12 | 931 | -1,90 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 3.555 | -76,07 | 368 | -75,00 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 291.485 | -0,09 | 28.187 | -6,71 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 20.873 | 1,47 | 2.162 | 6,04 | ||||
| 2026-04-24 | 13F | Bayban | 860 | -24,36 | 83 | -29,06 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 8.696 | -10,94 | 901 | -6,93 | ||||
| 2026-01-27 | 13F | PFG Advisors | 4.894 | -1,96 | 507 | 2,43 | ||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 11.615 | -1,86 | 1.203 | 2,56 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 83.173 | -4,79 | 8.613 | -0,42 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 211.896 | -6,76 | 21.944 | -2,58 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 16.283 | -0,25 | 1.575 | -6,86 | ||||
| 2026-02-09 | 13F | Valued Retirements, Inc. | 7.527 | -1,75 | 779 | 8,50 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 209 | 0,00 | 22 | 5,00 | ||||
| 2026-02-13 | 13F | Banque Transatlantique SA | 447 | 0,00 | 46 | 4,55 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 3.211 | -0,53 | 333 | 4,08 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 64.136 | 10,74 | 6.642 | 15,72 | ||||
| 2026-02-17 | 13F | Creative Planning | 214.601 | -4,79 | 22.224 | -0,51 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 138.019 | -2,74 | 14.408 | 2,44 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 669 | 36,81 | 69 | 43,75 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 2.823 | 0,71 | 273 | -6,21 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 382.063 | 1,26 | 39.566 | 5,81 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 150 | 15 | ||||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 52.079 | 0,14 | 4.932 | -8,41 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 2.271 | 3,23 | 244 | 9,91 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 247.698 | 25.653 | ||||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 2.805 | -0,32 | 271 | -6,87 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 6 | -95,65 | 1 | -100,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 146.391 | -8,52 | 14.156 | -14,57 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 196.364 | 2,65 | 18.988 | -4,15 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 62 | 0,00 | 6 | 20,00 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 4.451 | 0,00 | 430 | -6,52 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 2.023 | 200 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 5.085 | -0,16 | 492 | -6,83 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 256.000 | -8,57 | 26.511 | -4,46 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 7.475 | 40,83 | 774 | 47,15 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 302 | 31 | ||||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 94.614 | 6,51 | 9.149 | -0,54 | ||||
| 2026-02-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 8.154 | -2,73 | 844 | 1,69 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 11.407 | -5,08 | 1.103 | -11,33 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 31.308 | -26,09 | 3.027 | -30,98 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 4.309 | -1,71 | 417 | -8,37 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 471.314 | -2,57 | 46.594 | -6,95 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 688.390 | -2,57 | 71 | 1,43 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 2.157 | 223 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Roundview Capital LLC | 69.364 | -7,39 | 7.183 | -3,23 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 2.372 | -0,79 | 246 | 3,81 | ||||
| 2026-02-09 | 13F | Ceera Investments, Llc | 434.412 | -7,19 | 44.988 | -3,02 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 42.667 | -0,84 | 4.419 | 3,61 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 33.821 | 0,22 | 3.271 | -6,41 | ||||
| 2026-01-27 | 13F | Stillwater Wealth Management Group | 2.395 | -3,62 | 248 | 0,81 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 162 | 0,00 | 17 | 0,00 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 2.319 | -9,20 | 224 | -15,15 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 11.718 | -1,68 | 1.214 | 2,71 | ||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 114.061 | -10,56 | 11.590 | -3,11 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 207.282 | -3,43 | 21.466 | 0,91 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BlackRock, Inc. | 2.704 | 0,00 | 280 | 4,87 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 42.175 | 9,55 | 4.368 | 14,47 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 1.065 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 12.317 | 153.862,50 | 1.276 | |||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 7.747 | 10,77 | 802 | 15,73 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 80.710 | -2,73 | 7.805 | -9,17 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 2.200 | 228 | ||||||
| 2026-02-17 | 13F | Ducere Wealth Management LLC | 51.648 | 5.349 | ||||||
| 2026-01-22 | 13F | True North Advisors, LLC | 3.777 | 391 | ||||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 23.279 | 78,82 | 2.016 | 72,16 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 10.190 | -61,60 | 985 | -64,16 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 51.781 | -28,86 | 5.007 | -33,58 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 918 | 58,55 | 89 | 44,26 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 183.585 | -8,78 | 19.012 | -4,68 | ||||
| 2026-04-21 | 13F | Creekside Partners | 28.102 | 2,10 | 2.717 | -4,67 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 35.077 | -20,48 | 3.633 | -16,91 | ||||
| 2026-02-10 | 13F | Sfmg, Llc | 640.814 | 1,54 | 66.363 | 6,10 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 5.520 | -40,68 | 572 | -38,07 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4.593 | -0,48 | 444 | -6,92 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 65 | 6 | ||||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 3.619 | -35,33 | 377 | -31,95 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 2.106 | -11,25 | 204 | -17,81 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 1.985 | -25,91 | 201 | -29,08 | ||||
| 2026-01-29 | 13F | Virtus Wealth Solutions LLC | 252.532 | -3,72 | 26.152 | 0,60 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 2.940 | -5,62 | 284 | -11,80 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 14.212 | -7,53 | 1.374 | -13,64 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 24.670 | 92,73 | 2.555 | 101,42 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Barnett & Company, Inc. | 3.051 | -1,93 | 316 | 2,27 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 22.697 | -14,50 | 2.351 | -10,65 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 27.410 | -24,71 | 2.839 | -23,95 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 114.332 | -3,75 | 11.840 | 0,58 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 270.078 | -3,21 | 26.117 | -9,62 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 7.786 | 12,32 | 806 | 17,49 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 25.055 | -2,55 | 2.595 | 1,81 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 3.941 | 0,00 | 381 | -6,62 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 7.107 | 687 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 5.955 | -0,42 | 576 | -7,11 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 1.765 | 183 | ||||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 19.458 | -8,23 | 2.015 | -4,09 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 29.219 | 17,38 | 3.026 | 22,62 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 14.285 | 26,05 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Fairman Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2.675.294 | 34,81 | 258.703 | 25,88 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 97.895 | 3,57 | 9 | 0,00 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 6.601 | 684 | ||||||
| 2025-11-10 | 13F | GGM Financials LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 7.455 | 42,93 | 772 | 49,42 | ||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 277 | 0,00 | 29 | 3,70 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 60.696 | 10,55 | 5.869 | 3,24 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 340.760 | 1,18 | 35.291 | 5,73 | ||||
| 2025-11-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 588.005 | 0,50 | 58.277 | 6,20 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 7.419 | -6,91 | 799 | -0,87 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 28.562 | -14,55 | 2.958 | -10,72 | ||||
| 2025-11-04 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.444 | 0,29 | 430 | -6,33 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 11.158 | 4,20 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 1.238.884 | 12,50 | 128.299 | 18,49 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 26.962 | 4,83 | 2.607 | -2,10 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2.121 | -23,57 | 205 | -28,57 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 9.461 | -3,26 | 935 | -7,61 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 2.768 | 287 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 61.319 | -3,38 | 6.350 | 0,95 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 35.033 | 3.388 | ||||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 1.582 | -50,00 | 164 | -47,92 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 70.147 | -5,74 | 6.783 | -11,98 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 16 | -33,33 | 2 | -50,00 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 3.366 | 0,00 | 325 | -6,61 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 3.279 | 0,00 | 340 | 4,63 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 92.047 | 113,59 | 9.532 | 123,18 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Liberty One Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 215.158 | 1,20 | 20.806 | -5,51 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 230.044 | 63,65 | 23.842 | 71,14 | ||||
| 2026-02-17 | 13F | Rakuten Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 4.968 | 0,00 | 480 | -6,61 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 714 | 0,00 | 74 | 4,29 | ||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 47.149 | -1,85 | 4.883 | 2,54 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 78.704 | -1,70 | 8.151 | 2,71 | ||||
| 2026-02-17 | 13F | Toronto Dominion Bank | 195 | 20 | ||||||
| 2026-02-17 | 13F | Basso Capital Management, L.p. | 270 | 0,00 | 28 | 3,85 | ||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 85.404 | -1,63 | 8.844 | 2,79 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 6.381 | -3,04 | 661 | 1,23 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 2.233 | 0,00 | 231 | 4,52 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 46.956 | -19,21 | 4.541 | -24,57 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 51.034 | 3,24 | 5.066 | 3,41 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 7.110 | -4,44 | 687 | -10,78 | ||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 25.230 | 0,00 | 2.440 | -6,62 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 6.905 | -4,50 | 668 | -10,83 | ||||
| 2026-02-10 | 13F | Mawer Investment Management Ltd. | 36.020 | 3.730 | ||||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 6.540 | -1,67 | 677 | 2,73 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 13.060 | -9,10 | 1.263 | -15,13 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 6.383 | 8,83 | 661 | 13,77 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3.030 | 0,00 | 314 | 4,33 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 1.200 | 0,00 | 124 | 5,08 | ||||
| 2026-03-12 | 13F | Bawa N Mallick Trust | 11.000 | 0,00 | 1.139 | 4,50 | ||||
| 2026-01-21 | 13F | Culbertson A N & Co Inc | 2.701 | 0,00 | 280 | 4,49 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 3.277 | 0,00 | 317 | -6,78 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Wimmer Associates 1, Llc | 64.768 | 1,69 | 6.707 | 6,26 | ||||
| 2025-11-04 | 13F | Garrison Bradford & Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 2.105 | 218 | ||||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 196.074 | 4,38 | 18.960 | -2,53 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 5.823 | 36,34 | 603 | 42,55 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 274.353 | -4,48 | 26.530 | -10,81 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 6.043.398 | -3,82 | 625.854 | 0,50 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 3.310 | -6,15 | 343 | -2,01 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 7.584 | -12,38 | 733 | -18,19 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 123.900 | -0,80 | 11.981 | -7,37 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 9.872 | -1,12 | 953 | -7,02 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 76.584 | -24,61 | 7.931 | -21,23 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 7.226 | -3,94 | 748 | 0,40 | ||||
| 2026-02-03 | 13F | Eclectic Associates Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 126.878 | 2,28 | 12.269 | -4,49 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 250 | 0,00 | 26 | 4,17 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 295.973 | -0,72 | 30.651 | 3,73 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 6.414.541 | -3,04 | 664.290 | 1,31 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 57.686 | 1,36 | 5.578 | -5,36 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 4.085 | 15,89 | 423 | 21,20 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 1.489 | 154 | ||||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.800 | 1,72 | 507 | 8,35 | ||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 11.544 | -3,88 | 1.195 | 0,42 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 16.138 | -1,36 | 1.561 | -7,91 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 16.701 | -0,99 | 1.615 | -7,56 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 9.778 | -4,86 | 946 | -11,18 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.200 | 228 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 836 | 0,00 | 87 | 4,88 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 31.100 | -2,12 | 3.007 | -8,60 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 2.431 | 3,27 | 252 | 7,73 | ||||
| 2026-01-16 | 13F | Standard Life Aberdeen plc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 201 | 0,50 | 21 | 5,26 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 4.506 | 0,00 | 467 | 4,48 | ||||
| 2026-02-13 | 13F | Barclays Plc | 8.906 | 1.369,64 | 922 | 1.436,67 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 170.926 | 7,06 | 17.701 | 11,87 | ||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 4.371 | 453 | ||||||
| 2026-02-13 | 13F | Boston Family Office Llc | 66.197 | 14,17 | 7 | 20,00 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 494 | 1,23 | 51 | 6,25 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 19.606 | -3,98 | 1.896 | -10,36 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 9.799 | 1,58 | 948 | -5,21 | ||||
| 2026-01-26 | 13F | Lionsbridge Wealth Management LLC | 29.410 | 3,23 | 3.046 | 7,86 | ||||
| 2026-02-23 | 13F | Sonoma Allocations LLC | 2.150 | 226 | ||||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 6.959 | 12,06 | 673 | 4,67 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4.114 | -8,86 | 398 | -14,99 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 22.059 | -0,08 | 2.284 | 4,39 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 5.245 | -0,78 | 543 | 3,82 | ||||
| 2026-02-12 | 13F | Betterment LLC | 47.991 | 20,12 | 5 | 33,33 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 43.391 | 7,60 | 4.494 | 12,46 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 25.678 | 0,88 | 2.659 | 5,43 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 196 | 1,03 | 20 | 5,26 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | First American Trust, Fsb | 2.645 | -2,72 | 274 | 1,49 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 33.378 | -6,14 | 3.457 | -1,93 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 3.316 | 0,00 | 321 | -6,71 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 12.295 | -0,54 | 1.192 | -9,08 | ||||
| 2026-02-11 | 13F | Employees' Retirement Fund of the City of Fort Worth | 108.074 | -9,09 | 11.192 | -5,00 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 200 | 0,00 | 19 | -5,00 | ||||
| 2026-02-05 | 13F | Landmark Wealth Management, LLC | 2.039 | 211 | ||||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 2.214 | 0,00 | 229 | 4,57 | ||||
| 2026-04-09 | 13F | American National Bank of Texas | 70.706 | -1,07 | 6.837 | -7,62 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 53 | 1.411 | ||||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 64.049 | -0,05 | 6.194 | -6,66 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 81.363 | -2,04 | 8.426 | 2,36 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 2.303 | -0,39 | 223 | -7,11 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9.849 | -0,41 | 952 | -7,03 | ||||
| 2026-04-16 | 13F | Ttp Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 188 | -50,53 | 18 | -53,85 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 504.592 | 2,71 | 52.255 | 7,32 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 27.695 | -9,78 | 2.678 | -15,73 | ||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 41.433 | -12,15 | 4.291 | -8,22 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 1.448 | 0,00 | 140 | -6,04 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 28.502 | -3,47 | 2.952 | 0,85 | ||||
| 2026-01-23 | 13F | Fortune Financial Advisors, LLC | 55.604 | -1,40 | 5.758 | 3,04 | ||||
| 2026-02-04 | 13F | Anson Capital, Inc. | 5.345 | -1,07 | 554 | 3,36 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 752.273 | 0,37 | 77.905 | 4,88 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 296 | 60,87 | 31 | 66,67 | ||||
| 2026-01-29 | 13F | Mendel Money Management | 12.635 | -2,18 | 1.308 | 2,19 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 45.275 | -0,42 | 4.689 | 4,06 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 405.471 | 2,48 | 39.209 | -4,31 | ||||
| 2025-11-12 | 13F | Weaver Consulting Group | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Flynn Zito Capital Management, Llc | 4.527 | -3,68 | 469 | 0,65 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 561.025 | 0,90 | 54.251 | -5,78 | ||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 2.648 | 0,00 | 274 | 4,58 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 81 | 0,00 | 8 | 0,00 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 6.196 | 598 | ||||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 206.304 | 3,10 | 19.950 | -3,73 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 5.192 | 0,00 | 538 | 4,47 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 379.060 | -4,11 | 36.655 | -10,46 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 1.195 | 14,57 | 124 | 19,42 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 4.555 | 1,07 | 472 | 5,61 | ||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 14.162 | 10,64 | 1.467 | 15,62 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 11.620 | 10,56 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 4.293 | -87,89 | 406 | -88,94 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 6.251 | 1,23 | 647 | 5,89 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 601 | 97,70 | 58 | 87,10 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 7.331 | -93,12 | 709 | -93,58 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 2.257 | 2,50 | 218 | -4,39 | ||||
| 2026-02-13 | 13F | LM Advisors LLC | 243 | -89,62 | 2 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 75 | 0,00 | 0 | |||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 38.942 | -5,29 | 3.766 | -12,56 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 815 | -12,27 | 84 | -8,70 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 68.990 | 7.145 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 493.013 | -16,57 | 51.056 | -12,82 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 3.046 | -6,91 | 295 | -13,02 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 1.991 | 206 | ||||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 31.927 | -50,06 | 3.306 | -47,82 |
