Grundlæggende statistik
| Institutionelle ejere | 1647 total, 1641 long only, 0 short only, 6 long/short - change of 3,38% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5360 % - change of -11,27% MRQ |
| Institutionelle aktier (lange) | 337.177.281 (ex 13D/G) - change of 7,97MM shares 2,42% MRQ |
| Institutionel værdi (lang) | $ 33.470.665 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares National Muni Bond ETF (US:MUB) har 1647 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 337,177,281 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Fmr Llc, Betterment LLC, Envestnet Asset Management Inc, Creative Planning, LPL Financial LLC, Fisher Asset Management, LLC, Wells Fargo & Company/mn, Morgan Stanley, and Mercer Global Advisors Inc /adv .
iShares Trust - iShares National Muni Bond ETF (ARCA:MUB) 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 27, 2026 is 107,41 / share. Previously, on April 28, 2025, the share price was 104,25 / share. This represents an increase of 3,03% 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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Romano Brothers And Company | 7.466 | 0,00 | 793 | -0,88 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 3.075 | 0,00 | 329 | 0,61 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 108.068 | -3,93 | 11.471 | -4,79 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 9.266 | 0,27 | 984 | -0,61 | ||||
| 2026-01-30 | 13F | Sofi Wealth, Llc | 631.789 | 9,35 | 67.671 | 9,98 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 2.094 | 0,00 | 222 | -0,89 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1.275 | 5.971,43 | 135 | 6.650,00 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 467.492 | -4,14 | 50 | -1,96 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 5.357 | 82,65 | 569 | 80,89 | ||||
| 2026-04-20 | 13F | 25 Llc | 76.870 | 8,75 | 8.160 | 7,77 | ||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 80.456 | 6,59 | 8.618 | 7,20 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 109.490 | -21,91 | 11.728 | -21,46 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 24.500 | 14,78 | 2.624 | 15,44 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 39.148 | -4,10 | 4.156 | -4,96 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2.161 | 232 | ||||||
| 2026-04-27 | 13F | JB Capital LLC | 39.461 | 24,73 | 4.189 | 23,61 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 43.466 | 46,73 | 4.655 | 47,68 | ||||
| 2026-02-13 | 13F | Soros Fund Management Llc | 241.400 | 0,00 | 25.856 | 0,58 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 13.899 | -1,70 | 1.475 | -3,15 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 35.139 | 39,00 | 3.764 | 39,84 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 3.669 | -9,70 | 393 | -9,26 | ||||
| 2026-02-02 | 13F | Broussard Financial Group LLC | 2.615 | 280 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 9.936.446 | -0,51 | 1.064.293 | 0,07 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 41.166 | -1,52 | 4.384 | 0,37 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 57.214 | -63,35 | 6.073 | -63,67 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 20 | 2 | ||||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 233 | 25 | ||||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 4.008 | -1,16 | 425 | -2,07 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 3.913 | -20,45 | 419 | -19,89 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 429 | 0,00 | 46 | 0,00 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 110.702 | 2,88 | 11.857 | 3,48 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 85.564 | 18,95 | 9.155 | 18,83 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 147 | 16 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 100.580 | 43,98 | 10.677 | 42,69 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 13.778 | 0,00 | 1.476 | 0,55 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 1.753.361 | 5,73 | 187.802 | 6,34 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 7.336.158 | 1,08 | 785.776 | 1,67 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 20.637 | 0,00 | 2.226 | 1,27 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 1.560 | 1,36 | 167 | 2,45 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 1.766.391 | 3,61 | 189.198 | 4,22 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 29.949 | 3,27 | 3.179 | 2,35 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 178.770 | -1,60 | 19.148 | -1,02 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 8.170 | 0,00 | 867 | -0,91 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 6.205 | -3,62 | 659 | -4,50 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 3.459 | 0,52 | 367 | -0,27 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 9.953 | 1.066 | ||||||
| 2026-01-30 | 13F | Sigma Planning Corp | 90.725 | -4,02 | 9.718 | -3,46 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 9.970 | 0,00 | 1.058 | -0,84 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 10.299 | 2,45 | 1.093 | 1,58 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 3.569 | -2,81 | 380 | -0,78 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 5.443 | 0,52 | 578 | -0,35 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 123.212 | 40,00 | 13.197 | 40,81 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Activest Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | MCF Advisors LLC | 24.241 | 2,28 | 2.596 | 2,89 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 1.893 | 0,53 | 201 | -0,50 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 12.116 | -1,16 | 1.286 | -1,98 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 12.770 | -0,68 | 1.356 | -1,60 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 7.595 | 0,00 | 814 | 0,62 | ||||
| 2026-02-13 | 13F | United Bank | 11.012 | -30,88 | 1.179 | -30,48 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Addison Advisors LLC | 3 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 227.052 | 394,35 | 24.320 | 397,32 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 93.395 | 12,51 | 10.004 | 13,16 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 10.847 | -48,54 | 1.166 | -48,63 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 15.447 | 4,06 | 1.655 | 4,68 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 32.074 | -7,03 | 3.442 | -7,35 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 25.552 | -3,92 | 2.750 | -3,44 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 19.213 | 58,97 | 2.057 | 59,75 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 52.349 | 14,62 | 5.557 | 13,60 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 2.949 | -22,21 | 316 | -21,84 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 25 | 0,00 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 10.336 | -2,15 | 1.097 | -3,01 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 125 | 1,63 | 13 | 0,00 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 360.674 | 2,11 | 39 | 2,70 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 5.986 | 85,90 | 641 | 87,43 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 23.243 | 27,79 | 2.490 | 28,56 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 800 | 86 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2.718 | 0,00 | 289 | -1,03 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 117.485 | -5,75 | 12.584 | -5,21 | ||||
| 2026-02-12 | 13F | Keystone Financial Services | 12.344 | 1,89 | 1.322 | 2,48 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 2.571 | -25,02 | 274 | -23,74 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 5.627 | -5,33 | 597 | -6,57 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 15.241 | -17,73 | 1.632 | -17,24 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 10.713.817 | 10,16 | 1.147.557 | 10,80 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.217.656 | 1,13 | 130.423 | 1,72 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 244.854 | 14,10 | 26.226 | 14,76 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 2.366.971 | -1,19 | 253.526 | -0,61 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 2.322 | 249 | ||||||
| 2026-02-18 | 13F | Caitlin John, LLC | 338 | -10,58 | 36 | -10,00 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 8.394 | 1,60 | 894 | 3,48 | ||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 2.854 | 308 | ||||||
| 2025-11-14 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 249.006 | 3,61 | 26 | 4,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 883 | -68,78 | 94 | -69,21 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 88.144 | 5,87 | 9.356 | 4,92 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 12.559 | 14,15 | 1.352 | 14,29 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 11.020 | 14,34 | 1 | 0,00 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 3.722 | -4,24 | 399 | -3,63 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 1.000 | 0,00 | 107 | 0,94 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 81.508 | 7,98 | 8.730 | 8,61 | ||||
| 2025-12-08 | 13F | Tull Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Exchange Bank | 51.505 | 0,25 | 5.467 | -0,64 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 35.051 | -30,99 | 3.754 | -30,58 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 5.268.267 | 12,28 | 564.285 | 12,93 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 28.531 | 5,90 | 3.056 | 6,52 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 6.574 | 0,66 | 704 | 1,29 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 21.096 | 0,99 | 2.260 | 1,57 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 272.482 | 36,95 | 29.186 | 37,75 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 57.691 | 3,91 | 6.124 | 2,98 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 12.777 | -0,58 | 1.356 | -1,45 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 94.333 | -27,94 | 10.104 | -27,85 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 172.905 | -13,59 | 18.520 | -13,09 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 8.182 | 13,07 | 869 | 12,00 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 11.002 | -3,60 | 1.178 | -3,05 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 2.012 | -9,08 | 214 | -10,13 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 255.935 | 11,84 | 27.167 | 10,84 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 45 | 5 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 37.349.821 | 11,26 | 4.000.539 | 11,91 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 2.318 | 0,26 | 246 | -0,40 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 34.226 | 69,52 | 3.666 | 70,54 | ||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Keel Point, LLC | 9.492 | 2,31 | 1.017 | 2,83 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 10.734 | -15,81 | 1.139 | -16,56 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 154 | 0,00 | 16 | 0,00 | ||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 4.485 | -26,00 | 480 | -25,58 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 25.069 | -0,04 | 2.661 | -0,93 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 243.190 | 12,02 | 26 | 13,04 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 4.322 | -1,05 | 459 | -1,93 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 78.413 | -12,63 | 8.399 | -12,13 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 11 | 1 | ||||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 3.339 | 7,54 | 358 | 8,18 | ||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 2.916 | 0,00 | 312 | 0,65 | ||||
| 2026-02-13 | 13F | Police & Firemen's Retirement System of New Jersey | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 28.249 | 3.026 | ||||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 20.414 | 28,12 | 2.167 | 26,96 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 4.864 | 72,42 | 516 | 70,86 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 2.161 | 0,00 | 229 | -0,87 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 0 | 0 | ||||||
| 2026-04-24 | 13F | James Investment Research Inc | 21.994 | 1,44 | 2.335 | 0,52 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 237.517 | 25.440 | ||||||
| 2026-02-10 | 13F | Argent Trust Co | 2.997 | -26,67 | 321 | -26,21 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 295 | -69,93 | 31 | -70,48 | ||||
| 2026-01-27 | 13F | Leisure Capital Management | 4.838 | 55,51 | 518 | 56,50 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 11.090 | -5,05 | 1.188 | -4,51 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 709 | 75 | ||||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 2.143 | -1,24 | 227 | -2,16 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 14.819 | 0,00 | 1.573 | -0,88 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 1.996 | -9,52 | 212 | -10,59 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 3.256 | 3,79 | 346 | 2,68 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 5.696 | 610 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 5.366 | 5,90 | 575 | 6,49 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 5.680 | -21,31 | 603 | -22,12 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 1.991 | 1.363,97 | 213 | 1.421,43 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 679 | 0,44 | 72 | 0,00 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 6.900 | 0,00 | 732 | -0,95 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 4.706 | -27,14 | 500 | -27,64 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 238.263 | 4,01 | 25.292 | 3,07 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 5.590 | -0,05 | 599 | 0,50 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 66.390 | 7,77 | 7.111 | 8,42 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 17.510 | -1,45 | 1.859 | -2,36 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 4.263 | 0,00 | 456 | 0,00 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 74.929 | 2,93 | 8.026 | 3,52 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25.168 | 54,34 | 2.672 | 52,98 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 27 | 1.250,00 | ||||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 30.959 | 1,07 | 3.316 | 1,66 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 28.149 | 1,19 | 3.015 | 1,79 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 2.551 | 0,63 | 273 | 1,49 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 5.804 | -89,73 | 622 | -89,68 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 55.359 | 1.674,33 | 5.929 | 1.685,84 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 33.282 | 3.565 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.652 | 97,68 | 812 | 96,14 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1.489 | 77,90 | 158 | 77,53 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 260.726 | 10,27 | 27.676 | 9,29 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 25.241 | -0,21 | 2.704 | 0,37 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 94.512 | 2,34 | 10.032 | 1,43 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 4.972 | 41,37 | 1 | |||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 2.239 | 13,71 | 240 | 14,35 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 7.252 | 34,15 | 777 | 34,96 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 2.500 | 268 | ||||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 30.408 | 0,60 | 3.257 | 1,21 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 3.666 | -0,78 | 389 | -1,52 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 4.312 | 0,00 | 458 | -0,87 | ||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 612 | 0,00 | 65 | -1,54 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 26.391 | -86,20 | 2.827 | -86,12 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 220.186 | -12,98 | 23.362 | -13,76 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2.069 | 0,00 | 220 | -0,90 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 4.793 | 67,18 | 513 | 68,20 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 6.103 | 0,00 | 654 | 0,62 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 4.394 | 0,00 | 466 | -0,85 | ||||
| 2026-01-29 | 13F | Comerica Bank | 407.499 | 2,06 | 43.647 | 2,65 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 385.993 | 1,08 | 40.973 | 0,18 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 8.549.244 | 13,81 | 915.710 | 14,48 | ||||
| 2025-11-06 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 55.778 | 26,11 | 5.974 | 26,86 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Harvey Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | TPG Advisors LLC | 13.398 | 0,00 | 1.422 | -0,91 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 7.588 | 658,80 | 813 | 666,04 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 10.381 | -7,98 | 1.102 | -8,86 | ||||
| 2026-04-22 | 13F | Vicus Capital | 183.680 | 4,07 | 19.498 | 3,14 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 11.911 | -2,50 | 1.264 | -3,36 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 26.447 | 6,87 | ||||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 2.065 | 0,00 | 221 | 0,91 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 11.028 | -1,84 | 1.171 | -2,74 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 40.729 | 21,09 | 4.323 | 20,02 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 3.764 | -6,48 | 403 | -5,84 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 10.847 | -2,70 | 1.162 | -2,19 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 445 | 28,99 | 48 | 30,56 | ||||
| 2026-01-30 | 13F | Durante & Waters, Llc | 38.524 | -1,00 | 4.126 | -0,41 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 10.637 | -0,35 | 1.139 | 0,26 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2.618 | 278 | ||||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 2.434 | 29,74 | 258 | 29,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 13.555.369 | 2,76 | 1.451.916 | 3,36 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 21.808 | 1,71 | 2.315 | 0,78 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 200 | 21 | ||||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 2.929 | -17,61 | 311 | -18,42 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 763 | 105,11 | 82 | 107,69 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 5.279 | 3,05 | 565 | 3,67 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2.772 | 0,00 | 294 | -0,68 | ||||
| 2026-02-17 | 13F | Lakeshore Financial Planning, Inc. | 1.892 | -3,81 | 203 | -3,35 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 494 | 53 | ||||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 215.722 | 3,08 | 23.106 | 3,67 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 53.313 | 52,51 | 5.710 | 53,41 | ||||
| 2026-04-13 | 13F | Arwa Llc | 2.599 | -23,13 | 278 | -23,20 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 510 | 0,39 | 54 | 0,00 | ||||
| 2026-02-13 | 13F | LiftPoint Family Wealth Advisors LLC | 31.313 | 3.354 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 58.409 | 5,42 | 6.200 | 4,48 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 129.797 | 0,21 | 13.778 | -0,70 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 2.043 | 0,74 | 217 | -0,46 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 3.555 | 5,93 | 377 | 5,01 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 502.707 | 9,57 | 53.845 | 10,21 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 6.824 | 1,44 | 731 | 1,96 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 167.945 | -10,56 | 17.989 | -10,04 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8.295 | 4,88 | 881 | 3,90 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 11.169 | -0,39 | 1.186 | -1,33 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 55.118 | 17,17 | 5.851 | 16,12 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 5.370 | 0,00 | 570 | -0,87 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 11.779 | 82,89 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 2.122 | 8,99 | 227 | 9,66 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 139 | 0,00 | 15 | 0,00 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 39.438 | 5,82 | 4.186 | 4,89 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 52.415 | 22,90 | 5.564 | 21,78 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 13.226 | -3,21 | 1.417 | -2,68 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | First Manhattan Co | 2.354 | 252 | ||||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 40.967 | 0,35 | 4.349 | -0,55 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 4.670 | 3,39 | 500 | 3,95 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 3.470 | -12,35 | 372 | -11,88 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 173.332 | 0,09 | 18.399 | -0,80 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 233.162 | 11,59 | 25 | 9,09 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 7.020 | -2,11 | 745 | -2,99 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 26.965 | 4,14 | 2.862 | 3,21 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 11.870 | -5,43 | 1.270 | -5,58 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 41.098 | 6,09 | 4.402 | 6,72 | ||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 36.821 | -9,20 | 3.944 | -8,68 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2.723 | 0,00 | 289 | -0,69 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 88.265 | 13,93 | 9.454 | 14,59 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 60.169 | 27,78 | 6.387 | 26,63 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 2.238 | 240 | ||||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 18.080 | -9,97 | 1.937 | -9,45 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 17.005 | -0,64 | 1.821 | -0,05 | ||||
| 2025-11-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 134 | 14 | ||||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 74.906 | -69,55 | 8.023 | -69,37 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 16.171 | -4,29 | 1.732 | -3,72 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 8.479 | 1,61 | 913 | 2,70 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Graybill Bartz & Assoc Ltd | 12.097 | 87,35 | 1.296 | 88,50 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 13.065 | -4,40 | 1.399 | -3,85 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 3.411 | -69,02 | 365 | -68,26 | ||||
| 2026-02-17 | 13F | Fmr Llc | 22.297.884 | 0,60 | 2.388.326 | 1,18 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 74.241 | 18,68 | 7.952 | 19,37 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 5.798 | 1,86 | 620 | 0,98 | ||||
| 2026-01-16 | 13F | Five Oceans Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Rainey & Randall Investment Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Andina Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 16.446 | 42,54 | 1.746 | 41,30 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 7.398 | 0,00 | 792 | 0,64 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 5.251 | -5,30 | 557 | -6,07 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 5.123 | 549 | ||||||
| 2026-02-11 | 13F | Premier Private Wealth Management LLC | 2.548 | 274 | ||||||
| 2025-11-12 | 13F | Clare Market Investments LLC | 2.000 | 213 | ||||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 151.489 | 9,78 | 16.227 | 10,42 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 535.118 | -8,06 | 56.803 | -8,88 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.198.803 | 15,30 | 128.125 | 15,67 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 4.434 | 0,00 | 475 | 0,42 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 26.799 | 379,58 | 2.845 | 375,59 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 27.110 | 18,27 | 2.904 | 18,93 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 134.078 | -11,92 | 14.361 | -11,40 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 2.665 | 0,00 | 285 | 0,71 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 15.191 | 0,75 | 1.627 | 1,37 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 39.477 | 1,80 | 4.228 | 2,40 | ||||
| 2025-10-28 | 13F | Country Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 69.324 | 10,31 | 7.359 | 9,32 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 5.518 | 0,00 | 586 | -1,02 | ||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 39.960 | 0,00 | 4.280 | 0,85 | ||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 3.440 | 1,47 | 368 | 1,10 | ||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 1.917 | -32,76 | 206 | -32,46 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 9.728 | 50,17 | 1.033 | 48,92 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 11.352 | 36,49 | 1.205 | 35,28 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 26.852 | 4,40 | 2.850 | 3,45 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 29.580 | 20,39 | 3.168 | 21,10 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 14.361 | -7,20 | 1.524 | -8,03 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 7.505 | 32,53 | 797 | 31,35 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 1.550 | 0,00 | 165 | 2,48 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 9.473 | -11,67 | 1.006 | -12,46 | ||||
| 2025-11-14 | 13F | Polar Asset Management Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 12.795 | 8,88 | 1.370 | 9,51 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 42.358 | -10,80 | 4.537 | -10,28 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Lee Financial Co | 2.807 | 2,56 | 298 | 1,37 | ||||
| 2026-01-13 | 13F | ForthRight Wealth Management, LLC | 9.337 | 0,00 | 1.000 | 0,60 | ||||
| 2026-02-17 | 13F | LMR Partners LLP | Put | 0 | -100,00 | 0 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 11.617 | -3,43 | 1.244 | -2,81 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 2.048.932 | 9,10 | 219.461 | 9,74 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 1.226 | 0,00 | 130 | -0,76 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 542.700 | 10,42 | 57.608 | 9,43 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 29.874 | 0,11 | 3.171 | -0,78 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 56.550 | 0,00 | 6.057 | 0,58 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 177.441 | -2,69 | 18.835 | -3,56 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 11.156 | -10,23 | 1.195 | -9,75 | ||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 18.682 | 33,19 | 2.001 | 34,03 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 17.401 | 1,03 | 1.864 | 1,58 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 26.469 | 0,09 | 2.835 | 0,71 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 10.266 | 3,21 | 1.100 | 2,71 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 26.573 | 3,34 | 2.846 | 3,94 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 99.125 | 21,91 | 10.617 | 22,63 | ||||
| 2026-01-27 | 13F | Sterling Investment Counsel, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 45.130 | 3,38 | 4.834 | 3,98 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 13.189 | -11,50 | 1.400 | -12,28 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 55.813 | 10,56 | 5.978 | 11,20 | ||||
| 2026-02-17 | 13F | Power Wealth Management Llc | 19.468 | -1,33 | 2.085 | -0,76 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 7.703 | -20,06 | 818 | -20,83 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 86.198 | 546,16 | 8.998 | 899.700,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 3.067.392 | 5,65 | 328.548 | 6,27 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 48.872 | 4,36 | 5.235 | 4,95 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 47 | 0 | ||||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 367.109 | 0,68 | 39.093 | 2,61 | ||||
| 2026-02-06 | 13F | Texas Bank & Trust Co | 2.200 | 2,04 | 236 | 2,62 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 796 | 85 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 13.350 | 18,83 | 1.417 | 18,48 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 2.052 | -6,34 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.789.329 | -21,92 | 191.655 | -21,46 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 141.346 | 8,70 | 15.004 | 7,73 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 687.254 | 24,38 | 74 | 25,86 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 17.909 | -10,24 | 1.901 | -11,04 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 17.885 | -12,68 | 1.898 | -13,45 | ||||
| 2025-11-14 | 13F | Capstone Investment Advisors, Llc | 107.601 | 11.458 | ||||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 26.042 | -19,48 | 2.797 | -18,69 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 41.078 | 2,47 | 4.400 | 3,07 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 34.494 | 0,80 | 3.662 | -0,11 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 2.538 | 0,00 | 272 | 0,37 | ||||
| 2025-11-07 | 13F | Ade, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 800 | 85 | ||||||
| 2026-02-05 | 13F | Florin Court Capital LLP | 11.700 | 108,93 | 1.253 | 110,23 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 6.228 | 12,50 | 667 | 13,24 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 11.896 | 0,00 | 1.274 | 0,63 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 16.354 | -0,90 | 1.752 | -0,34 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 2.723 | -21,07 | 292 | -20,71 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 2.618 | 278 | ||||||
| 2026-02-02 | 13F | Addison Capital Co | 2.816 | 0,00 | 302 | 0,67 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 7.332 | 0,00 | 785 | 0,64 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 10.020 | 13,73 | 1.064 | 12,73 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 5.229.521 | -1,25 | 560.138 | -0,67 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 3.906 | 11,00 | 415 | 10,11 | ||||
| 2026-02-11 | 13F | Real Talk Capital, LLC | 6.807 | -0,95 | 729 | -0,27 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 4.178 | 0,00 | 448 | 0,68 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2.915 | 0,00 | 309 | -0,96 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 38.087 | -12,37 | 4.043 | -13,17 | ||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 2.338 | 0,00 | 248 | -0,80 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 141.122 | 106,10 | 15.116 | 107,31 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 2.655 | 18,00 | 282 | 17,08 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 14.145 | 81,44 | 1.501 | 79,76 | ||||
| 2026-04-24 | 13F | Client First Capital LLC | 23.070 | 0,00 | 2.449 | -0,93 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 6.060 | 0,00 | 649 | 0,62 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 4.882 | 11,16 | 1 | |||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 7.959 | -3,80 | 847 | -4,51 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 254.305 | 175,13 | 27.239 | 176,75 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 2.500 | 100,00 | 268 | 100,75 | ||||
| 2026-02-04 | 13F | Nwam Llc | 14.103 | -34,34 | 1.515 | -34,23 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 3.334 | -57,68 | 354 | -58,13 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 3.299 | 7,15 | 353 | 7,95 | ||||
| 2026-01-29 | 13F | Cornerstone Investment Partners, LLC | 16.300 | -1,40 | 1.746 | -0,85 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 5.086 | 0,00 | 540 | -0,92 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 2.611 | -44,29 | 277 | -44,71 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 6.637 | -1,38 | 705 | -2,22 | ||||
| 2026-02-25 | 13F | Thryve Wealth Management Llc | 26.002 | 2.785 | ||||||
| 2026-02-17 | 13F | Note Advisors, LLC | 9.708 | -4,64 | 1.044 | -3,78 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 61.751 | 21,79 | 6.614 | 22,50 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 4.235 | 2,64 | 450 | 1,81 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 1.924 | 0,68 | 206 | 1,48 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 22.387 | 2.398 | ||||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 3.281 | -2,09 | 348 | -2,79 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 17.683 | 7,63 | 1.894 | 8,29 | ||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 10.735 | 7,51 | 1.150 | 8,09 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 138.638 | -1,25 | 14.798 | -1,02 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 42.089 | -8,20 | 4.468 | -9,02 | ||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 13.473 | -6,33 | 1.443 | -5,75 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 2.168 | -6,15 | 233 | -3,32 | ||||
| 2025-11-14 | 13F | Verition Fund Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 70.716 | 8,01 | 7.507 | 7,05 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 4.985 | 0,63 | 531 | 2,51 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 17.638 | -5,65 | 1.872 | -6,49 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 35.752 | 0,00 | 3.829 | 0,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 20.643 | 180,70 | 2.191 | 178,40 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 3.220 | 0,06 | 342 | -0,87 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 469 | 0,86 | 50 | 2,04 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.861.748 | 0,47 | 306.522 | 101.062,05 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 160 | 0,00 | 17 | 0,00 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 32.407 | 0,56 | 3.471 | 0,12 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 295.321 | 9,22 | 31.348 | 8,24 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 116.095 | -1,86 | 12.435 | -1,29 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 356 | 38 | ||||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 3.680 | 77,18 | 393 | 77,38 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 22.992 | 5,34 | 2.463 | 5,94 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 3.490 | 0,00 | 370 | -0,80 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 22.616 | -2,89 | 2.401 | -3,77 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 2.394 | 4,50 | 256 | 4,92 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 8.097 | -18,64 | 859 | -19,34 | ||||
| 2025-11-13 | 13F | Certified Advisory Corp | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 3.716 | 0,00 | 394 | -1,01 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 4.867 | 7,30 | 521 | 7,87 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 20.453 | 33,48 | 2.188 | 33,33 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 6.015 | 0,00 | 644 | 0,63 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 2.065 | -10,99 | 219 | -11,69 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 6.886 | 145,23 | 731 | 143,33 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 1.948 | 209 | ||||||
| 2026-02-04 | 13F | Advisor OS, LLC | 1.993 | -20,31 | 213 | -19,92 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 15.600 | 9,86 | 1.671 | 10,45 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 22.602 | 12,16 | 2.399 | 11,17 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 91.210 | 21,76 | 9.682 | 20,67 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 21.201 | 2,05 | 2.251 | 1,12 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 8.937 | 121,82 | 949 | 119,95 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 3.521 | 0,00 | 377 | 0,80 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 2.581 | 0,27 | 276 | 0,73 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 298.694 | 4,79 | 31.706 | 3,86 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Roundview Capital LLC | 8.339 | -6,05 | 893 | -5,50 | ||||
| 2026-02-04 | 13F | Rock Point Advisors, LLC | 6.811 | -1,80 | 730 | -1,22 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 771 | -50,00 | 83 | -50,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.126.750 | -3,16 | 119.605 | -4,03 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 339.913 | 10,73 | 36.408 | 11,38 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 8.704 | 22,83 | 932 | 23,61 | ||||
| 2026-02-20 | 13F | Waterford Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 785 | 83 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 492.231 | -40,07 | 52.418 | -40,59 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 2.320 | 0 | ||||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 15.508 | 630,82 | 1.646 | 625,11 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 24.596 | 3,05 | 2.611 | 2,11 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 8.825 | 1,44 | 945 | 2,05 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 66 | 7 | ||||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 3.668 | -0,24 | 393 | 0,26 | ||||
| 2026-01-23 | 13F | Beacon Harbor Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 58 | 241,18 | 6 | 500,00 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 3.472 | 372 | ||||||
| 2026-02-12 | 13F | Nuveen, LLC | 440.594 | 819,57 | 47.192 | 824,97 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 2.830 | 37,18 | 303 | 38,36 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 12.461 | -7,92 | 1.323 | -8,76 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 572.680 | 18,38 | 61.340 | 19,07 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 10.933 | -14,10 | 1.171 | -13,58 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 24.261 | 13,87 | 2.575 | 12,84 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 38.161 | -1,08 | 4.087 | -0,51 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 6.960 | -18,93 | 739 | -19,70 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 510 | 5,81 | 54 | 5,88 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 4.370 | -1,00 | 464 | -2,53 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 4.411 | 0,00 | 468 | -0,85 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 46.525 | 52,81 | 4.983 | 53,70 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 200 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 40.164 | 1.874,63 | 4.263 | 1.864,52 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 75.584 | 3,98 | 8.077 | 4,46 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 18.394 | 242,72 | 1.970 | 245,01 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 215.345 | 7,68 | 23.115 | 8,65 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Tidemark, LLC | 115 | 0,88 | 12 | 0,00 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 196.934 | 208,91 | 21.094 | 210,74 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 8.576.961 | 6,01 | 918.678 | 6,63 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 59 | 6 | ||||||
| 2026-04-08 | 13F | Hummer Financial Advisory Services Inc | 5.000 | 0,00 | 531 | -0,93 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 18.973 | 0,09 | 2.014 | -0,84 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 2.392 | 215,98 | 254 | 212,35 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 4.055 | 23,44 | 430 | 22,51 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 86.311 | 26,39 | 9.245 | 27,12 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 46.338 | 30,31 | 4.963 | 31,09 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 288.053 | 4,86 | 30.850 | 5,46 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 8.241 | 883 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 14.708 | 1,11 | 1.561 | 0,19 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 2.803 | 0,00 | 300 | 0,67 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 24.100 | 0,86 | 2.581 | 1,45 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 175.740 | -8,58 | 18.655 | -9,40 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Mountain Capital Investment Advisors, Inc | 3.403 | 366 | ||||||
| 2026-02-17 | 13F | XTX Topco Ltd | 10.293 | -1,47 | 1.102 | -0,90 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 14.107 | -0,97 | 1.497 | -1,84 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 20.855 | 0,76 | 2.248 | 1,17 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 3.368 | -9,78 | 0 | |||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 985 | 136,78 | 106 | 138,64 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 1.180 | 0,00 | 126 | 1,63 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 5.128 | -2,69 | 549 | -2,66 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 2.768 | 1,88 | 294 | 0,34 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 88.995 | -4,19 | 9.532 | -3,63 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 618.998 | 2,48 | 66.301 | 3,07 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 7.405 | -5,93 | 859 | 4,38 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 986 | -6,81 | 105 | -7,96 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 112.322 | -34,93 | 11.923 | -35,51 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 3.033 | -27,77 | 322 | -28,51 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 54.305 | 10,91 | 5.764 | 9,92 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 46.992 | 12,31 | 4.988 | 11,31 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 25.559 | -3,25 | 2.713 | -4,10 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 215.092 | 3,84 | 23.039 | 4,45 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 2.585 | 0 | ||||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 3.522 | 0,00 | 374 | -1,06 | ||||
| 2026-02-17 | 13F | State Of Wisconsin Investment Board | 607.800 | 0,00 | 65.101 | 0,58 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 5.302 | 4,25 | 565 | 6,21 | ||||
| 2025-11-04 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 66.978 | -13,60 | 7.110 | -14,38 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 3.715 | 398 | ||||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 134.039 | 2,23 | 14.228 | 1,32 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7.620 | -0,63 | 809 | -1,58 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 3.269 | 1,02 | 350 | 1,74 | ||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 10.021 | 0,18 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4.933 | 139,00 | 524 | 136,65 | ||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 5.899 | 12,88 | 632 | 13,49 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 385 | 285,00 | 41 | 310,00 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 34.537 | 31,53 | 3.699 | 32,30 | ||||
| 2026-01-21 | 13F | Impact Investors, Inc | 5.807 | 7,14 | 622 | 7,63 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 21.862 | 8,14 | 2.339 | 8,04 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 8.726 | 112,52 | 926 | 110,93 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 48.619 | 20,94 | 5.208 | 21,63 | ||||
| 2026-02-03 | 13F | Investment Management Associates Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 9.825 | 1.052 | ||||||
| 2025-11-12 | 13F | Mesirow Financial Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Towercrest Capital Management | 134.296 | 3,54 | 14.384 | 4,15 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 340.737 | 8,67 | 36.496 | 9,31 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 599.668 | 1,02 | 64.230 | 1,61 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 328.222 | -7,81 | 35.156 | -7,28 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 2.297 | 11,34 | 244 | 10,45 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 700 | 0,00 | 75 | 0,00 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 2.483 | 266 | ||||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 23.125 | -0,21 | 2.477 | 0,36 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 1.273 | -3,92 | 136 | -2,17 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 2.246 | -35,57 | 238 | -36,19 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 64.626 | 14,19 | 6.922 | 15,46 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 3 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Truepoint, Inc. | 11.182 | 6,44 | 1.198 | 7,07 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 17.695 | 17,73 | 1.878 | 16,72 | ||||
| 2026-02-17 | 13F | LMR Partners LLP | Call | 343.200 | 36.760 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8.275 | -1,45 | 878 | -2,34 | ||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 2.270 | 0,00 | 243 | 0,83 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 25.376 | 67,20 | 2.718 | 68,13 | ||||
| 2026-02-17 | 13F | LMR Partners LLP | 1.495.000 | 398,33 | 160.129 | 401,23 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 126.376 | 25,28 | 13.537 | 26,01 | ||||
| 2025-11-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-11-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 18.710 | -2,67 | 2.004 | -2,10 | ||||
| 2025-11-14 | 13F | Parallax Volatility Advisers, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 18.197 | 3,91 | 1.932 | 2,99 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 4.284 | 54,55 | 455 | 53,38 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 53.101 | 5.756 | ||||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 154.146 | -1,58 | 16.511 | -1,01 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 7.080 | 0,00 | 761 | 0,93 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 12.982 | 6,23 | 1.378 | 5,35 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 7.586 | -3,58 | 817 | -3,09 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 2.726 | -81,63 | 290 | -81,29 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 2.329 | 0,00 | 249 | 0,40 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 36.471 | 10,57 | 3.871 | 9,57 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 31.392 | -48,90 | 3.332 | -49,36 | ||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 9.126 | 983 | ||||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 1.677 | 0,00 | 180 | 0,56 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 4.900.255 | -2,75 | 524.866 | -2,19 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 2.066 | 221 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 3.929 | -47,62 | 421 | -47,37 | ||||
| 2026-02-23 | 13F | Investments & Financial Planning, LLC | 8.879 | 5,09 | 951 | 5,78 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 4.822 | 0,50 | 512 | -0,39 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 1.165.513 | -4,66 | 124.838 | -4,10 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 13.163 | -41,30 | 1.410 | -41,00 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 62.412 | -31,19 | 6.625 | -31,80 | ||||
| 2026-02-09 | 13F | Westover Capital Advisors, LLC | 43.299 | 2,05 | 4.638 | 2,63 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 449.804 | 13,11 | 48.179 | 13,77 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Park Place Capital Corp | 3.865 | 0,39 | 410 | -0,49 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 40.275 | 27,46 | 4.314 | 28,21 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 5.383 | 0,52 | 571 | -0,87 | ||||
| 2026-02-09 | 13F | Todd Asset Management Llc | 15.648 | 1.676 | ||||||
| 2026-01-30 | 13F | Smart Money Group LLC | 30.855 | 14,75 | 3.305 | 15,40 | ||||
| 2026-02-10 | 13F | Colton Groome Financial Advisors, Llc | 15.140 | -1,78 | 1.622 | -1,22 | ||||
| 2025-11-12 | 13F | Retirement Capital Strategies | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 10.924 | 2,28 | 1.160 | 1,40 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 1.988 | -48,59 | 211 | -49,03 | ||||
| 2026-01-21 | 13F | MBA Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 171.015 | -12,91 | 18.153 | -13,68 | ||||
| 2026-01-21 | 13F | Palumbo Wealth Management LLC | 3.387 | 363 | ||||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 8.791 | 34,23 | 933 | 33,10 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 81.767 | -1,51 | 8.758 | -0,93 | ||||
| 2026-02-13 | 13F | American Century Companies Inc | 88.600 | 0,00 | 9.490 | 0,57 | ||||
| 2026-02-12 | 13F | Zevin Asset Management Llc | 20.576 | 2.204 | ||||||
| 2026-02-09 | 13F | Unified Investment Management | 2.850 | 0,00 | 305 | 0,66 | ||||
| 2026-02-12 | 13F | Haven Private, LLC | 10.715 | -2,94 | 1.148 | -2,38 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 23.315 | 50,54 | 2.475 | 49,22 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 45.119 | -1,42 | 4.833 | -0,84 | ||||
| 2026-01-20 | 13F | White & Co Financial Planning Inc | 16.430 | 0,00 | 1.760 | 0,57 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 1.042 | -6,88 | 111 | -7,56 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 26.953 | 3,31 | 2.861 | 2,40 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 3.170 | 0,00 | 336 | -0,88 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 4.566 | 0,00 | 485 | -1,02 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 773.469 | 3,49 | 82.846 | 4,09 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 1.076 | 14,96 | 115 | 16,16 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 9.165 | -2,21 | 973 | -3,09 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 42.541 | 4,84 | 4.530 | 6,86 | ||||
| 2025-11-14 | 13F | Envision Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 12.429 | 5,08 | 1.319 | 4,19 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 159.577 | 13,83 | 16.939 | 12,81 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 24.931 | 38,61 | 2.670 | 39,43 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 15.649 | 1.676 | ||||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 847.950 | 7,49 | 90.824 | 8,12 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 3.827 | -54,39 | 406 | -54,79 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 7.386 | -0,83 | 784 | -1,63 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 6.907 | -6,75 | 733 | -7,57 | ||||
| 2025-10-28 | 13F | Hartford Financial Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2.600 | 39,04 | 276 | 38,00 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 8.100 | 30,50 | 860 | 29,37 | ||||
| 2026-02-17 | 13F | Second Line Capital, LLC | 2.277 | 244 | ||||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 234.613 | 20,26 | 24.904 | 19,18 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 152.802 | 19,28 | 16.220 | 18,21 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 3.698 | 14,28 | 393 | 13,29 | ||||
| 2026-01-26 | 13F | SeaBridge Investment Advisors LLC | 7.761 | 0,10 | 831 | 0,73 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 12.298 | 22,04 | 1.305 | 20,95 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 4.323 | 7,46 | 463 | 8,18 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 976 | 104 | ||||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 7.724 | 0,46 | 827 | 1,10 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 266.033 | 17,47 | 28.239 | 16,42 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 4.400 | 0,00 | 467 | -0,85 | ||||
| 2026-02-17 | 13F | Crabel Capital Management, LLC | 49.992 | 129,21 | 5.355 | 130,58 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 23.763 | -7,76 | 2.545 | -7,22 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 8.376 | 19,52 | 897 | 20,24 | ||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 19.454 | 26,67 | 2.084 | 27,40 | ||||
| 2026-02-09 | 13F | Heritage Wealth Management, Inc./Texas | 90.664 | -22,09 | 9.711 | -21,63 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 128.303 | 1,89 | 13.743 | 2,48 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 54.940 | 3,49 | 5.832 | 2,57 | ||||
| 2026-02-11 | 13F | CNB Bank | 300 | 0,00 | 32 | 3,23 | ||||
| 2026-01-27 | 13F | Rye Brook Capital LLC | 4.400 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 6.184 | 0,00 | 656 | -0,91 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 34.375 | 23,45 | 3.682 | 24,15 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 2.502 | -87,25 | 267 | -87,36 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 60.136 | -7,15 | 6.441 | -6,61 | ||||
| 2026-04-20 | 13F | City State Bank | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 4.635 | 0,00 | 496 | 0,61 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 2.677.093 | 2,34 | 284.173 | 1,42 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 1.657 | 6,35 | 176 | 5,42 | ||||
| 2026-01-30 | 13F | Rogco, Lp | 10.646 | -0,56 | 1.140 | 0,00 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 31.662 | 5,78 | 3.361 | 4,80 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 5.493 | -0,56 | 583 | -1,35 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 134.100 | 9,83 | 14.363 | 10,47 | |||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 26.181 | 11,58 | 2.779 | 10,58 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 2.248 | 0,00 | 239 | -0,83 | ||||
| 2026-02-13 | 13F | Barclays Plc | Put | 1.350.000 | 0,00 | 144.598 | 0,58 | |||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 497 | -16,47 | 53 | -15,87 | ||||
| 2026-02-11 | 13F | Patron Partners Advisors, Llc | 2.854 | -9,02 | 306 | -8,68 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 124.010 | 30,25 | 13.164 | 29,09 | ||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 10.969 | -0,63 | 1.175 | -0,09 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 13.649 | 0,10 | 1.462 | 0,69 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 88.706 | -1,33 | 9.443 | -1,94 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.262 | 0,42 | 452 | -0,44 | ||||
| 2026-04-21 | 13F | Davidson Investment Advisors | 56.625 | 13,56 | 5.971 | 11,78 | ||||
| 2025-11-07 | 13F | Brightwater Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 35 | -23,91 | 4 | -25,00 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 53.462 | -1,14 | 5.726 | -0,57 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 4.569 | 2,24 | 485 | 1,26 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 23.453 | 2.490 | ||||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 2.926 | 311 | ||||||
| 2026-04-16 | 13F | Envision Financial LLC | 8.497 | 0,15 | 902 | -0,77 | ||||
| 2026-04-28 | 13F | Seascape Capital Management | 5.710 | 0,00 | 1 | |||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 3.782 | -4,13 | 405 | -3,57 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 4.929 | 1,05 | 528 | 1,54 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 22.366 | 2,20 | 2.396 | 2,79 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 8.811 | -22,57 | 935 | -23,23 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 3.191 | 1,01 | 339 | 0,00 | ||||
| 2026-03-04 | 13F | Hayek Kallen Investment Management | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | HBE Wealth Management, LLC | 2.314 | 248 | ||||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | One Wealth Capital Management, Llc | 73.739 | 3,76 | 7.898 | 4,36 | ||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 87.338 | 0,59 | 9.271 | -0,31 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 63.275 | 17,67 | 6.717 | 16,62 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 16.736 | 1.777 | ||||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 4.537 | -10,30 | 486 | -9,85 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 3.461 | 8,50 | 367 | 7,62 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 2.537 | -3,39 | 269 | -4,27 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 9.047 | 29,78 | 960 | 28,69 | ||||
| 2026-02-13 | 13F | Centiva Capital, LP | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 900 | 0,00 | 96 | -1,04 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 1.081.078 | -21,38 | 115.794 | -20,92 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 16.150 | 27,40 | 1.730 | 28,17 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 112.382 | 3,40 | 11.929 | 2,47 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 2.177 | 231 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 37.981 | 4,31 | 4.068 | 4,93 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 35.277 | 0,10 | 3.779 | 0,75 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 2.246 | 238 | ||||||
| 2026-02-03 | 13F | Chesapeake Capital Corp /il/ | 39.960 | 0,00 | 4.280 | 0,59 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 1.953 | -0,10 | 207 | -0,96 | ||||
| 2025-11-12 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 2.471 | -10,95 | 265 | -10,51 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 2.420 | 0,00 | 257 | -1,16 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 212.459 | 1,06 | 22.568 | 0,23 | ||||
| 2026-02-11 | 13F | Motley Fool Wealth Management, LLC | 14.343 | -4,39 | 1.536 | -3,82 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 2.787 | -8,44 | 296 | -9,51 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 131.357 | -11,15 | 14.070 | -10,63 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 112.900 | -45,88 | 12.015 | -44,79 | |||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 246.280 | -5,27 | 26.143 | -6,12 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | 65.791 | -12,97 | 7.001 | -11,22 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 231.500 | 35,06 | 24.636 | 37,79 | |||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 15.938 | 8,00 | 1.707 | 8,66 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 27.564 | -42,65 | 2.935 | -41,55 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 36.418 | -36,00 | 3.866 | -36,59 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 598 | 1.290,70 | 64 | 1.500,00 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 12.625 | -3,77 | 1.340 | -4,63 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 3.394 | 0,00 | 364 | 0,55 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 43.635 | 0,17 | 4.674 | 0,75 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 16.553 | 0,04 | 1.757 | -0,85 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 17.800 | -0,67 | 1.889 | -1,56 | ||||
| 2026-02-12 | 13F | Advisory Resource Group | 2.909 | -16,58 | 312 | -16,17 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 218.218 | -2,20 | 23.373 | -1,63 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 209 | 12,97 | 22 | 15,79 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 400 | -8,88 | 42 | -10,64 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 176 | 1,15 | 19 | 0,00 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 6.095 | 0,00 | 647 | -0,92 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 5.798 | 615 | ||||||
| 2026-01-27 | 13F | Bonfire Financial | 6.663 | 2,86 | 714 | 3,48 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 59.101 | 80,26 | 6.330 | 81,32 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 48.602 | 155,89 | 5.206 | 157,42 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 11.578 | 61,73 | 1.240 | 62,73 | ||||
| 2026-02-17 | 13F | City National Bank Of Florida /msd | 9.518 | -2,40 | 1.019 | -1,83 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 3.595 | -17,73 | 382 | -18,59 | ||||
| 2026-01-15 | 13F | 4J Wealth Management LLC | 7.807 | -4,52 | 836 | -3,91 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 16.580 | 3,83 | 1.760 | 2,87 | ||||
| 2025-11-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Ponta Wealth Partners, LLC | 2.172 | 233 | ||||||
| 2026-02-05 | 13F | Prairieview Wealth Partners, Llc | 83.621 | -2,26 | 8.957 | -1,69 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 551.732 | -38,59 | 59.096 | -38,23 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 346.300 | -71,61 | 37.092 | -71,44 | |||
| 2026-02-17 | 13F | Imprint Wealth LLC | 31 | -90,49 | 3 | -91,18 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 819 | 88 | ||||||
| 2026-01-27 | 13F | Seeds Investor Llc | 163.917 | 19,48 | 17.557 | 20,17 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 12.482 | 4,73 | 1.325 | 3,76 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 134 | 0,00 | 14 | 0,00 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 10.333 | 5,44 | 1.097 | 4,48 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 29.927 | 0,00 | 3.206 | 0,00 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 13.927 | 10,52 | 1.478 | 9,56 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 33.081 | 22,85 | 3.512 | 21,74 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.287.927 | 15,28 | 137.950 | 15,96 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 16.324 | 20,69 | 1.733 | 19,61 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 116.480 | 12.404 | ||||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 38.873 | 100,94 | 4.164 | 102,09 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 5.079 | -1,36 | 539 | -2,18 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 1.109 | 0,00 | 119 | 0,00 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 49.001 | -0,21 | 5.249 | 0,36 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 54.721 | 16,78 | 5.809 | 15,72 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 702.947 | 5,47 | 75.293 | 6,08 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 1.930 | -22,49 | 207 | -22,26 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 17.930 | 1,91 | 1.903 | 1,01 | ||||
| 2026-02-12 | 13F | AlphaCentric Advisors LLC | 1.095 | 10,83 | 117 | 11,43 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 125.314 | 5,66 | 13.422 | 6,31 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 85.485 | -1,75 | 9.074 | -2,63 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 54.077 | 15,95 | 5.740 | 14,91 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 14.775 | -6,91 | 1.568 | -7,76 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 48.146 | -7,54 | 5.111 | -8,37 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 4.020 | -21,25 | 431 | -20,81 | ||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 5.008 | 536 | ||||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 36.738 | 2,90 | 3.935 | 3,47 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 169 | 22,46 | 18 | 21,43 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 3.217 | 0,00 | 341 | -1,45 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 15.652 | -3,10 | 1.661 | -3,99 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 2.103 | 1,11 | 225 | 1,81 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 44.168 | 1,71 | 4.688 | 0,80 | ||||
| 2026-02-10 | 13F | Oxford Wealth Group, LLC | 2.911 | 312 | ||||||
| 2026-02-03 | 13F/A | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 57.317 | 10,94 | 6.084 | 10,60 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 6 | 0,00 | 1 | |||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 2.140 | -17,53 | 229 | -17,03 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 2.456 | 1,99 | 261 | 1,17 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 5.078 | 26,32 | 544 | 26,87 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 19.929 | 11,60 | 2.115 | 10,62 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 7.093 | 57,41 | 760 | 58,46 | ||||
| 2025-11-04 | 13F | Lebenthal Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 2.632 | 1,31 | 279 | 0,36 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 3.768 | -5,73 | 406 | -5,59 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 6.954 | 0,00 | 738 | -0,81 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 28.826 | 2,99 | 3.060 | 2,07 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 64.477 | 125,92 | 6.844 | 123,95 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 16.782 | -1,03 | 1.781 | -1,93 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 5.912 | 0,00 | 633 | 0,64 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 218 | -9,92 | 23 | -8,00 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 41 | -12,77 | 4 | -20,00 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 2.127 | 11,89 | 228 | 12,38 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 784.953 | -7,07 | 84.076 | -4,73 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 250 | 0,00 | 27 | 0,00 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 84.975 | 8,60 | 9.020 | 7,62 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 52.389 | -13,68 | 5.611 | -13,18 | ||||
| 2026-02-13 | 13F | Croban | 23.500 | 47,04 | 2.517 | 47,97 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 11.188 | 7,74 | 1.188 | 6,74 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 22.157 | 14,88 | 2.385 | 15,05 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 64.606 | -1,71 | 6.920 | -1,14 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 323.360 | -23,80 | 34.632 | -23,37 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 4.032 | -1,42 | 432 | -0,92 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 92.695 | 10,71 | 9.840 | 9,72 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 54.616 | 0,28 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Cumberland Advisors Inc | 3.120 | -4,15 | 331 | -4,89 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 342.236 | 10,09 | 37 | 9,09 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.672 | 5,29 | 178 | 4,12 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 4.760 | 1,06 | 510 | 1,60 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 124.442 | 13.329 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 23.028 | 6,12 | 2.444 | 5,16 | ||||
| 2026-01-22 | 13F | K2 Financial Inc. | 49.331 | 3,95 | 5.305 | 4,45 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 8.281 | -0,41 | 887 | 0,11 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 17.407 | -0,02 | 1.848 | -0,91 | ||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 4.750 | 2,70 | 509 | 3,25 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 125.778 | 7,30 | 13.351 | 6,34 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 272.380 | 1,18 | 28.913 | 0,27 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 633.779 | 7,98 | 67.884 | 8,61 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 5.732 | 7,14 | 614 | 7,73 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 4.828 | 11,45 | 512 | 10,34 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 223.423 | -10,36 | 24.069 | -10,24 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 7.129 | 1,76 | 764 | 2,28 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 632 | -11,85 | 68 | -11,84 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 687.924 | 7,47 | 74 | 7,35 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 19.490 | 1,47 | 2.069 | 0,53 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 4.510 | -1,27 | 479 | -2,25 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 60.117 | 16,16 | 6.439 | 16,84 | ||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 54.687 | -5,38 | 5.872 | -5,15 | ||||
| 2026-02-12 | 13F | Helium Advisors LLC | 3.788 | -8,01 | 406 | -7,53 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 25.949 | 8,26 | 2.779 | 8,89 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 3.613 | 4,36 | 383 | 3,51 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.327 | 142 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 23.446 | 0,10 | 2.511 | 0,68 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 846 | 0,48 | 90 | -1,11 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 85.908 | 0,03 | 9.202 | 0,61 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 20.237 | 2.168 | ||||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 5.047 | -62,41 | 1.692 | 18,33 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 3.127 | 335 | ||||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 13.411 | 0,65 | 1.424 | -0,28 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 107.220 | 16,54 | 11.484 | 17,23 | ||||
| 2026-01-28 | 13F | Cambridge Capital Management, Llc | 11.219 | 1,06 | 1.202 | 1,61 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 8.175 | 876 | ||||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 2.547 | -26,83 | 273 | -26,49 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 1.033 | 12,16 | 111 | 12,24 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 609.110 | -37,37 | 65.242 | -37,01 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | Put | 950.000 | 46,15 | 101.754 | 47,01 | |||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 3.786 | 3,58 | 406 | 4,11 | ||||
| 2026-01-30 | 13F | Aries Wealth Management | 10.080 | 102,41 | 1.080 | 103,58 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 149.628 | 0,32 | 16.027 | 0,90 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | Call | 650.000 | -23,53 | 69.622 | -23,08 | |||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 116.606 | 7,51 | 12.378 | 6,54 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 6.913 | 0,00 | 742 | 0,14 | ||||
| 2026-01-20 | 13F | Accel Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 802 | 0,00 | 85 | 0,00 | ||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 3.431 | 368 | ||||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 26.653 | 13,19 | 2.829 | 12,17 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 7.423 | -18,68 | 795 | -18,21 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 128.850 | -54,81 | 13.801 | -54,54 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 18.426 | 5,40 | 1.974 | 6,02 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 19.046 | 6,65 | 2.040 | 7,31 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 42.716 | 47,31 | 4.534 | 46,02 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 3.430 | -10,72 | 367 | -10,27 | ||||
| 2026-02-06 | 13F | Little House Capital Llc | 5.391 | -6,94 | 577 | -6,33 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 6.737 | 722 | ||||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 25.582 | 0,77 | 2.716 | -0,15 | ||||
| 2026-02-13 | 13F | Barclays Plc | Call | 850.000 | 0,00 | 91.044 | 0,58 | |||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 21.789 | 53,47 | 2.313 | 52,11 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 25.112 | 5,84 | 2.690 | 6,45 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 30.004 | 3.212 | ||||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 4.174 | 0,00 | 443 | -0,89 | ||||
| 2026-02-17 | 13F | Opal Capital Llc | 30.487 | 2.307 | ||||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 2.337 | 250 | ||||||
| 2026-02-04 | 13F | Anson Capital, Inc. | 3.634 | 0,03 | 389 | 0,78 | ||||
| 2026-02-13 | 13F | Abound Financial, Llc | 12.529 | 1.342 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 980.111 | 2,67 | 104.039 | 1,75 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 5.383 | 577 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 3.779 | 0,00 | 405 | 0,50 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 7.136 | 764 | ||||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 149 | 16 | ||||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 35.020 | -5,36 | 3.751 | -4,80 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 56 | 0,00 | 6 | 0,00 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 171.813 | 0,00 | 18.403 | 0,00 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 5.497 | 584 | ||||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 36.863 | -24,34 | 3.948 | -23,90 | ||||
| 2026-02-12 | 13F | FreeGulliver LLC | 3.673 | -0,73 | 393 | 0,00 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 544.186 | 1,40 | 58.288 | 1,99 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 473.402 | 7,41 | 50.706 | 8,04 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 74.221 | 6,01 | 7.879 | 5,05 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 6.843 | 733 | ||||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 66.059 | 20,79 | 7.012 | 19,72 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 201.707 | -0,60 | 21.411 | -1,49 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 46.595 | 17,56 | 4.991 | 18,25 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 6.982 | 0,00 | 748 | 0,67 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 23.694 | 18,33 | 2.538 | 19,00 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 17.578 | -1,26 | 1.866 | -2,15 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 6.670 | 28,24 | 714 | 29,11 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 25.343 | 37,69 | 2.714 | 38,47 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 2.776 | 297 | ||||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 10.758 | 0,00 | 1.142 | -0,95 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 32.894 | 37,04 | 3.492 | 35,84 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 7.896 | -1,29 | 838 | -2,10 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 5.221 | 554 | ||||||
| 2025-10-28 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Unify Financial Advisors | 5.630 | 3,68 | 598 | 2,75 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 219.281 | -17,98 | 23.487 | -17,50 | ||||
| 2026-02-12 | 13F | Dividend Asset Capital, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 27.050 | 7,67 | 2.871 | 6,69 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 4.572 | 0,11 | 490 | 0,62 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 112.596 | -2,96 | 12.060 | -2,40 | ||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 4.245 | 0,45 | 455 | 0,89 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 103.929 | -1,46 | 11.032 | -2,34 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 2.972 | 0,00 | 315 | -0,94 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Gould Capital, LLC | 717 | 5,91 | 77 | 5,56 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 5.140 | -0,43 | 546 | -1,27 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 3.130 | 19,56 | 332 | 18,57 | ||||
| 2026-03-12 | 13F | Vericrest Private Wealth | 16.087 | -49,64 | 1.723 | -49,29 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 35.608 | 21,29 | 3.814 | 21,98 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 20.556 | -2,71 | 2.202 | -2,05 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 2.099 | 0,00 | 223 | -1,33 | ||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 38.427 | 4,55 | 4.079 | 2,54 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 2.199 | 0,05 | 233 | -0,85 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 5.115 | 0,00 | 548 | 0,55 | ||||
| 2026-02-11 | 13F | North Dallas Bank & Trust Co | 63.873 | 11,07 | 6.841 | 13,86 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 522.191 | -2,11 | 55.431 | -2,99 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3.535 | 0,51 | 375 | -0,27 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 36.937 | -33,04 | 4 | -40,00 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 2.254 | 12,25 | 239 | 11,16 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 2.534 | -10,68 | 271 | -10,26 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 438.491 | 46.967 | ||||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 300.270 | 4,75 | 32.162 | 5,36 | ||||
| 2026-02-12 | 13F | Oder Investment Management, LLC | 2.885 | 3,74 | 309 | 4,39 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 4.014 | 0,17 | 426 | -0,70 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 33 | 0,00 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 5.195 | 1,11 | 551 | 0,18 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 47.810 | -0,10 | 5.075 | -0,99 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 29.014 | 0,61 | 3.108 | 1,17 | ||||
| 2026-01-26 | 13F | Invested Advisors | 14.786 | -33,18 | 1.584 | -32,55 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 166 | 0,61 | 18 | 0,00 | ||||
| 2026-02-11 | 13F | Invst, LLC | 7.326 | 12,99 | 785 | 13,62 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 19.774 | 0,00 | 2.099 | -0,85 | ||||
| 2025-11-03 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 3.200 | 340 | ||||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 29.598 | 3.170 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 14.182.545 | -0,67 | 1.519.092 | -0,09 | ||||
| 2026-04-22 | 13F | Motco | 726 | 0,00 | 77 | 0,00 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 25.540 | 1,31 | 2.736 | 1,90 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 11.327 | -0,51 | 1.202 | -1,39 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 6.255 | 3,22 | 664 | 2,16 | ||||
| 2026-02-27 | 13F | Instrumental Wealth, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | DORVAL Corp | 21.376 | 6,86 | 2.269 | 5,93 | ||||
| 2025-11-14 | 13F | Strategic Financial Services, Inc, | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 23.019 | 4,67 | 2.466 | 5,25 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | One Capital Management, LLC | 1.499.828 | 9,21 | 160.647 | 9,85 | ||||
| 2026-02-13 | 13F | Marathon Trading Investment Management LLC | 1.200 | -45,45 | 129 | -45,30 | ||||
| 2025-11-03 | 13F | Robinson Smith Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 2.180 | -32,09 | 233 | -31,67 | ||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 50.700 | -3,61 | 5.430 | -3,05 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 65.620 | 1,70 | 7.029 | 2,28 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 191.279 | 8,20 | 20.488 | 8,83 | ||||
| 2026-02-24 | 13F | Nolet Wealth Management, LLC | 98.583 | 10.559 | ||||||
| 2026-01-20 | 13F | Ascent Group, LLC | 403.461 | 7,88 | 43.215 | 8,50 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 51.374 | -1,24 | 5.453 | -2,12 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 690 | 74 | ||||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 15.695 | -1,18 | 1.666 | -2,06 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 2.086 | 0,00 | 222 | 0,00 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Key FInancial Inc | 1 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 1.985 | -6,85 | 213 | -6,19 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 8.548 | 62,60 | 916 | 63,69 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 41.007 | 29,83 | 4.392 | 30,60 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 18.186 | 38,32 | 1.930 | 37,07 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 2.871 | 305 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 999.229 | 15,14 | 107.048 | 15,76 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 2.288 | 0,44 | 245 | 1,24 | ||||
| 2026-01-26 | 13F | Marion Wealth Management | 2.200 | 13,64 | 237 | 14,56 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 59.076 | -14,87 | 6.328 | -14,37 | ||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 7.513 | 6,22 | 805 | 6,77 | ||||
| 2026-02-17 | 13F | D L Carlson Investment Group Inc | 21.782 | -68,71 | 2.333 | -68,53 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 911 | -47,97 | 98 | -47,85 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 1.017 | 0,00 | 109 | 0,00 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 14.034 | 201,29 | 1.490 | 199,00 | ||||
| 2026-04-24 | 13F | Balentine LLC | 330.343 | -53,36 | 35.066 | -53,78 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 122 | 159,57 | 13 | 140,00 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 12.105 | 6,37 | 1.297 | 7,02 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 2.140 | 12,87 | 227 | 11,82 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 133.167 | -31,59 | 14.263 | -31,20 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 166.512 | 26,42 | 17.835 | 27,16 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 2.181 | 5,67 | 234 | 6,39 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 85.904 | -2,13 | 9.201 | -1,55 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 13.890 | 0,01 | 1.474 | -0,87 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 5.527 | 0,00 | 592 | 0,51 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 2.801 | -2,10 | 300 | -1,32 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 380 | -2,31 | 41 | -2,44 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 5.461 | 17,67 | 585 | 18,22 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 19.277 | -2,70 | 2.046 | -3,54 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 758 | 0,00 | 80 | -1,23 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 2.627 | 0,00 | 279 | -1,07 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 8.464 | 0,26 | 898 | -0,66 | ||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 20.289 | -1,29 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 69.613 | 115,59 | 7.456 | 116,87 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.933 | 417 | ||||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 3.207 | 18,78 | 344 | 19,51 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 4.563 | 0,00 | 484 | -0,82 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Hassell Wealth Management, LLC | 45.641 | 0,02 | 4.911 | 1,07 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 137.139 | -0,22 | 14.689 | 0,36 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 5.415 | 13,50 | 575 | 12,33 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 47.807 | -1,38 | 5.075 | -2,27 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 8.431.113 | 4,05 | 903.056 | 4,66 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 184.811 | 1,91 | 19.852 | 1,91 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 10.961 | -8,30 | 1.164 | -9,14 | ||||
| 2026-01-29 | 13F | UBS Group AG | 2.445.652 | -0,86 | 261.954 | -0,29 | ||||
| 2025-11-14 | 13F | Garden State Investment Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 3.445 | 366 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 65.130 | 6,72 | 6.914 | 5,77 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 5.570 | -29,04 | 597 | -28,62 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 4.277 | 0,00 | 458 | 0,66 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 1.940 | 0,00 | 206 | -1,44 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 9.372 | -9,54 | 995 | -10,37 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 66.780 | -5,36 | 7.089 | -6,21 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 1.283 | -54,00 | 137 | -53,87 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 106 | 11 | ||||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 1.570.665 | 22,70 | 169.333 | 24,22 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 16.618 | 2,23 | 1.764 | 1,32 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 18.220 | 1,08 | 1.952 | 1,67 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 3.453 | 0,20 | 367 | -0,81 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 38.761 | 15,24 | 4.114 | 14,21 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 19.235 | -1,48 | 2.042 | -2,39 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 22.485 | -19,98 | 2.430 | -19,38 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 45.965 | 5,35 | 4.879 | 4,41 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 120.918 | 4,99 | 12.835 | 4,05 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 26.388 | -35,60 | 2.826 | -35,23 | ||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 7.382 | 791 | ||||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 11.278 | 15,06 | 1.197 | 14,11 | ||||
| 2026-02-17 | 13F | Dean Investment Associates, Llc | 15.025 | -0,69 | 1.609 | -0,12 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 2.585 | 1,37 | 277 | 1,85 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 2.380 | -0,38 | 255 | 0,00 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 18 | -84,75 | 2 | -91,67 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 29.393 | 20,74 | 3.120 | 19,68 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5.211 | 1,78 | 553 | 0,91 | ||||
| 2026-02-12 | 13F | Hohimer Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Parkside Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 66.561 | 4,88 | 7.068 | 3,77 | ||||
| 2026-02-10 | 13F | Kesler, Norman & Wride, LLC | 3.803 | 407 | ||||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 19.031 | 2.057 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 503.080 | 33,66 | 53.885 | 34,43 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 57.444 | -0,56 | 6.098 | -1,45 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 80.678 | 9,15 | 8.641 | 9,78 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 10.645 | 5,50 | 1.130 | 4,54 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.468 | 580 | ||||||
| 2026-02-12 | 13F | Eley Financial Management, Inc | 5.883 | -18,53 | 630 | -17,97 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 2.145 | -34,76 | 228 | -35,51 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 51.606 | 2,45 | 5.478 | 1,52 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 18.247 | 20,09 | 1.940 | 19,18 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 8.660 | -23,01 | 928 | -22,56 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 2.535 | -3,02 | 272 | -2,52 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 21.981 | -7,79 | 2.333 | -8,62 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 104.621 | 1,61 | 11.105 | 0,46 | ||||
| 2026-04-27 | 13F | Vavra Capital Management, LLC | 7.442 | 14,19 | 790 | 13,04 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.838 | 0,14 | 304 | 0,66 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 3.270 | -3,48 | 347 | -4,14 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 60.880 | 22,22 | 6.521 | 22,93 | ||||
| 2026-02-13 | 13F | Clifford Group, LLC | 29.967 | -0,05 | 3.210 | 0,53 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6.131 | 1,59 | 651 | 0,62 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 7.123 | 0,00 | 759 | -0,92 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 6.293 | 674 | ||||||
| 2026-01-27 | 13F | Cannon Wealth Management Services, LLC | 4.514 | 1,99 | 484 | 2,55 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 686 | 3,94 | 73 | 2,86 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 25.318 | 11,41 | 2.688 | 10,39 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 38.674 | -3,87 | 4.142 | -3,31 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 1 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 5.733.941 | 3,70 | 614.162 | 4,31 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 25.603 | -3,69 | 2.718 | -4,57 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 8.070 | 0,49 | 864 | 1,05 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1.917 | -29,70 | 203 | -30,48 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 4.094 | 2,50 | 435 | 1,64 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 53.579 | -1,92 | 5.687 | -2,80 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 12.961 | -2,26 | 1.376 | -3,17 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 124.276 | -10,09 | 13 | -7,14 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 7.344 | 8,14 | 787 | 8,71 | ||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 134 | 14 | ||||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 33.478 | 24,81 | 3.586 | 25,53 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 42.728 | -1,89 | 4.536 | -2,77 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 11.690 | 14,82 | 1.252 | 15,50 | ||||
| 2026-02-17 | 13F | Brown Financial Advisors | 8.583 | 23,32 | 919 | 24,02 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 39 | -38,10 | 4 | -33,33 | ||||
| 2026-04-21 | 13F | Altus Wealth Management, LLC | 3.755 | -0,03 | 399 | -1,00 | ||||
| 2026-01-15 | 13F | Nisa Investment Advisors, Llc | 119.840 | 19,21 | 12.836 | 19,91 | ||||
| 2025-11-13 | 13F | Mosaic Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 1.917 | 205 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 468 | 50 | ||||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 363 | 39 | ||||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 16.493 | 23,53 | 1.767 | 24,28 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 196 | 21 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 359.320 | 0,81 | 38.142 | -0,10 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Umpqua Bank | 13.349 | -4,78 | 1.430 | -4,80 | ||||
| 2026-02-17 | 13F | Insight Wealth Partners, LLC | 33.015 | 4,54 | 3.536 | 5,18 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 13.520 | 41,82 | 1.435 | 40,55 | ||||
| 2026-01-21 | 13F | Kfg Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 87.012 | 5,95 | 9.320 | 6,56 | ||||
| 2026-02-05 | 13F | Mount Lucas Management LP | 7.701 | 12,32 | 825 | 12,88 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 92 | -98,04 | 10 | -98,21 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 1.922 | 206 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 97.569 | 10.357 | ||||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 6.892 | -21,61 | 738 | -21,15 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 8.518 | -2,08 | 904 | -2,90 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 3.005 | 4,20 | 322 | 4,56 | ||||
| 2026-02-09 | 13F | Allstate Corp | 3.016.409 | 173,33 | 323.088 | 174,93 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 5.812 | -1,22 | 623 | -0,64 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 25.511 | 6,70 | 2.708 | 5,74 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 808 | 87 | ||||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 1.942 | -37,50 | 208 | -35,80 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 15.458 | 142,55 | 1.641 | 140,47 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 16.823 | -4,28 | 1.786 | -5,15 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 4.300 | 0,00 | 461 | 0,66 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 445.174 | 17,80 | 47.683 | 18,49 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 11.465 | -6,14 | 1.217 | -6,96 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 5.902 | 0,00 | 632 | 0,64 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 150.760 | -0,84 | 16.148 | -0,26 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 37.491 | -6,59 | 4.016 | -6,04 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 48.016 | 4,15 | 5.143 | 4,75 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 71.552 | -2,15 | 7.664 | -1,58 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 2.742 | 3,79 | 0 | |||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 5.513 | 0,00 | 585 | -0,85 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 95.665 | -1,03 | 10.155 | -1,92 | ||||
| 2026-02-13 | 13F | W Advisors, Llc | 14.525 | 70,48 | 1.556 | 71,44 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 194.627 | 8,79 | 20.847 | 9,42 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 23.920 | -24,24 | 2.562 | -22,32 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 27.984 | -4,41 | 2.971 | -5,26 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 9.218 | 0,00 | 987 | 0,61 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 12.933 | 4,89 | 1.373 | 3,94 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 805 | 697,03 | 86 | 760,00 | ||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 11.208 | -3,15 | 1.200 | -2,60 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 6.239 | 0,00 | 662 | -0,90 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 4.897 | 0,00 | 525 | 0,58 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 6.036 | 7,44 | 641 | 6,49 | ||||
| 2026-04-15 | 13F | Asio Capital, LLC | 19.950 | -68,45 | 2.118 | -68,73 | ||||
| 2026-01-22 | 13F | Charter Capital Management, LLC\DE | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Rhl Group, Llc | 3 | 0 | ||||||
| 2026-01-22 | 13F | Mechanics Financial Corp | 643 | 0,00 | 69 | 0,00 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 7.477 | 25,81 | 794 | 24,69 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 13.710 | 11,32 | 1.464 | 10,25 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 5.070 | -7,11 | 538 | -7,88 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 3.986 | 3,34 | 0 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 9.459 | -78,67 | 1.013 | -78,61 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 244 | 26 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | State Farm Mutual Automobile Insurance Co | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 22.585 | -0,45 | 2.397 | -1,32 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 3.184 | 15,99 | 338 | 14,63 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 87 | 0,00 | 9 | 0,00 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 5.438 | 8,54 | 577 | 7,65 | ||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 2.086 | -6,29 | 221 | -7,14 | ||||
| 2026-01-29 | 13F | Blodgett Wealth Advisors, Llc | 2.739 | 0,00 | 293 | 0,69 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 13.788 | 1,62 | 1.464 | 0,69 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 12.376 | -15,35 | 1.314 | -16,10 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 87.004 | -14,32 | 9.319 | -13,82 | ||||
| 2026-03-20 | 13F | Consilio Wealth Advisors, Llc | 12.529 | -0,91 | 1.342 | -0,37 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 30.312 | 281,00 | 3.247 | 283,23 | ||||
| 2026-02-09 | 13F | First National Trust Co | 39.690 | 6,17 | 4.251 | 6,78 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.000 | 107 | ||||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 14.424 | 11,73 | 1.536 | 13,95 | ||||
| 2026-02-10 | 13F/A | Core Wealth Advisors, Llc | 15.636 | 1.675 | ||||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 15.039 | -4,31 | 1.611 | -3,65 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 19.429 | -3,97 | 2.062 | -4,85 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 11.523 | -2,02 | 1.223 | -2,86 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 25.330 | -6,84 | 2.689 | -7,69 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 3.303 | -2,51 | 351 | -3,04 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 272.666 | -10,80 | 29.205 | -10,28 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 19.542 | 0,00 | 2.093 | 0,58 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 9.236 | 5,37 | 989 | 6,00 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 33.965 | -10,87 | 3.655 | -10,83 | ||||
| 2026-02-03 | 13F | Bokf, Na | 825 | 88 | ||||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 221.546 | -46,19 | 23.730 | -45,87 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 38.744 | 13,91 | 4.113 | 12,87 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 6.263 | 0,66 | 665 | -0,30 | ||||
| 2026-01-27 | 13F | PFG Advisors | 16.035 | 26,50 | 1.718 | 27,28 | ||||
| 2026-04-13 | 13F | Trust Co | 314.946 | 3,42 | 33.431 | 2,50 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 91.906 | 10,83 | 9.844 | 11,48 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 2.764 | 0,00 | 293 | -1,01 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 30.453 | 42,86 | 3.262 | 43,72 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 3.450 | -2,82 | 370 | -2,38 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 152.237 | 5,68 | 16.160 | 4,73 | ||||
| 2025-10-29 | 13F | First Financial Group Corp | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 112.771 | -24,19 | 11.971 | -24,87 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 2.434 | -24,85 | 261 | -24,64 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 7.604 | -0,12 | 814 | 0,49 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 30.888 | 20,35 | 3.308 | 21,04 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 28.991 | 7,17 | 3.105 | 7,81 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 649.729 | 3,03 | 69.593 | 3,63 | ||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 3.689 | 22,19 | 395 | 23,05 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 54.070 | 27,16 | 5.791 | 27,92 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 2.000 | 0,00 | 214 | 0,94 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 5.616 | 1,83 | 602 | 2,39 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 25.993 | 271,81 | 2.759 | 266,89 | ||||
| 2025-10-29 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 12.145 | -7,07 | 1.301 | -6,54 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 1.382 | 0 | ||||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 11.401 | 0,00 | 1.210 | -0,90 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 78.905 | 0,83 | 8.452 | 1,42 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 11.099 | -58,47 | 1.178 | -58,84 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 11.099.309 | 6,04 | 1.188.847 | 6,66 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 73.957 | -2,11 | 7.922 | -1,54 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 224.297 | -5,25 | 24.024 | -4,70 | ||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 101.120 | 14,05 | 10.831 | 14,71 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 1.962 | 0,15 | 210 | 0,96 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 451.925 | 6,45 | 48.406 | 7,07 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 73.410 | 2,54 | 7.863 | 3,14 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 532.745 | 11,80 | 56.636 | 10,96 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 22.127 | 22,17 | 2.370 | 22,93 | ||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 6.056 | 2,91 | 643 | 1,90 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 6.037 | -20,47 | 641 | -21,28 | ||||
| 2026-02-13 | 13F | Centiva Capital, LP | 50.000 | 5.356 | ||||||
| 2026-02-12 | 13F | Riverwater Partners LLC | 4.242 | 0,00 | 454 | 0,67 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 7.900 | 0,00 | 846 | 0,59 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 3.529 | 375 | ||||||
| 2026-02-12 | 13F | Godshalk Welsh Capital Management, Inc. | 12.250 | 8,65 | 1.312 | 9,33 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 4.743 | -18,01 | 505 | -16,39 | ||||
| 2026-03-11 | 13F | DUTCH ASSET Corp | 4.950 | 1 | ||||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 72.532 | 75,09 | 7.769 | 76,11 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 71.256 | 0,00 | 7.564 | -0,90 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 2.779 | 0,00 | 295 | -1,01 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 29.514 | 2,40 | 3.161 | 3,00 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 4.759 | 0,78 | 505 | 0,00 | ||||
| 2026-02-13 | 13F | Okabena Investment Services Inc | 86.457 | 9,80 | 9.260 | 10,44 | ||||
| 2026-04-28 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 153.000 | 0,00 | 16.241 | -0,90 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 1.173.907 | -7,96 | 125.737 | -7,43 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 218.298 | 311,88 | 23.382 | 314,26 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 2.885 | -2,67 | 306 | -3,47 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 95 | 0,00 | 10 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 12.621 | 10,51 | 1.340 | 9,48 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 66.482 | -26,26 | 7.057 | -26,92 | ||||
| 2026-01-27 | 13F | Liquid Strategies, LLC | 324.592 | 23,62 | 34.767 | 24,35 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 19.854 | 8,80 | 2.127 | 9,42 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 25.433 | 0,93 | 2.700 | 0,04 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 7.210 | 4,89 | 772 | 5,46 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 350.964 | 3,42 | 37.592 | 4,02 | ||||
| 2026-02-17 | 13F | Rivernorth Capital Management, Llc | 90.811 | 9.727 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 7.644 | 0,18 | 811 | -0,73 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 23.743 | -1,78 | 2.520 | -2,67 | ||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 26.623 | 0,00 | 2.852 | 0,56 | ||||
| 2026-01-21 | 13F | Alliance Wealth Management Group | 84.566 | 8,36 | 9.058 | 8,99 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 14.019 | -15,01 | 1.488 | -15,74 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1.927 | 0,00 | 205 | -0,97 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 23.226 | 4,82 | 2.465 | 3,88 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 4.648 | 57,61 | 498 | 58,28 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 35.155 | -1,60 | 3.765 | -1,03 | ||||
| 2026-02-12 | 13F | Investment Research Partners LLC | 30.526 | 10,51 | 3.270 | 10,22 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 3.401 | 0,15 | 361 | -0,83 | ||||
| 2026-02-03 | 13F | Maple Capital Management, Inc. | 3.787 | -28,82 | 406 | -28,45 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 24.658 | -2,36 | 2.617 | -3,25 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 217.952 | 23.350 | ||||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 2.404 | 0,00 | 255 | -0,78 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 9.092 | 61,26 | 965 | 60,03 | ||||
| 2026-04-22 | 13F | Qp Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Financial Futures Ltd Liability Co. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 109.228 | -2,78 | 11.595 | -3,65 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 27.362 | 4,22 | 2.905 | 3,27 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 26.206 | -2,94 | 2.782 | -3,84 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 64.584 | 13,02 | 6.856 | 12,01 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 16.294 | 6,29 | 1.745 | 6,92 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 23.403 | 2.484 | ||||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 136.089 | 6,00 | 14.576 | 6,62 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 8.567 | 1,37 | 909 | 0,44 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sapient Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 7.045 | 9,28 | 748 | 8,26 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 3.490 | 0,52 | 371 | -0,27 | ||||
| 2026-02-05 | 13F | Wakefield Asset Management LLLP | 9.753 | 1,22 | 1.045 | 1,75 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1.079.334 | 115 | ||||||
| 2026-02-03 | 13F | Pearl Planning LLC | 17.348 | 1.858 | ||||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 5.030 | 6,46 | 534 | 5,34 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 112.409 | 7,00 | 12.040 | 7,62 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 116.477 | 386,92 | 12.498 | 391,04 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 2.284 | 245 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 3.821 | 18,44 | 409 | 19,24 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 1.150 | 123 | ||||||
| 2025-11-10 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.872 | 1.709,35 | 411 | 1.768,18 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 10.098 | 0,36 | 1.082 | 0,93 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 2.379 | 0,85 | 255 | 1,20 | ||||
| 2026-02-12 | 13F | Wagner Wealth Management, Corp | 6.119 | 655 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 40.200 | -85,42 | 4.306 | -85,34 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 47.300 | -19,69 | 5.066 | -19,23 | |||
| 2026-02-11 | 13F | GFS Advisors, LLC | 29.000 | 3.106 | ||||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 2.460 | 16,48 | 261 | 15,49 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 469.688 | -0,46 | 50.308 | 0,13 | ||||
| 2026-01-30 | 13F | Financial Life Advisors | 45.267 | -2,31 | 4.849 | -1,74 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 5.512 | -17,03 | 585 | -17,72 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 25.452 | -8,13 | 2.702 | -8,97 | ||||
| 2026-02-17 | 13F | Matters Capital Llc | 17.680 | 1.894 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 7.825 | 26,54 | 838 | 27,36 | ||||
| 2026-02-12 | 13F | Columbia River Financial Group, LLC | 6.300 | 1,86 | 1 | |||||
| 2026-02-17 | 13F | Wit, Llc | 61.978 | 0,00 | 6.638 | 0,58 | ||||
| 2025-11-14 | 13F | L2 Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Brasada Capital Management, Lp | 14.495 | -7,23 | 1.554 | -6,44 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 2.765 | 0,00 | 294 | -1,01 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 23.747 | 14,94 | 2.521 | 13,87 | ||||
| 2026-02-17 | 13F | Bank OZK | 2.899 | 9,69 | 311 | 10,32 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 16.439 | 19,42 | 1.745 | 18,39 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 296.324 | 0,33 | 31.739 | 0,91 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 107.021 | 8,37 | 11.360 | 7,39 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 14.200 | -0,39 | 1.521 | 151.900,00 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 138.534 | 7,70 | 14.838 | 8,33 | ||||
| 2026-02-11 | 13F | Monetary Management Group Inc | 5.000 | 0,00 | 536 | 0,56 | ||||
| 2026-02-10 | 13F | Wrenne Financial Planning LLC | 71.896 | 22,09 | 7.701 | 22,81 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 4.095 | -2,03 | 435 | -2,91 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 6.297 | 668 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 20.115 | 6,66 | 2.155 | 6,27 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 250.587 | 4,02 | 26.600 | 3,08 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 18.780 | 7,19 | 1.994 | 6,24 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 40.062 | 2,09 | 4.253 | 1,17 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 45.787 | 16,60 | 4.904 | 17,29 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 361.847 | 204,90 | 39 | 216,67 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 24.477 | 4,98 | 3 | 0,00 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 11.724 | 0,15 | 1.245 | -0,72 | ||||
| 2026-01-05 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 9.192 | -29,93 | 987 | -30,05 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 65.183 | 37,02 | 6.982 | 37,83 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 8.274 | 3,15 | 1 | |||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 3.391 | 0,00 | 360 | -1,10 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 845.747 | -16,76 | 90.598 | -15,68 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 11.129 | -23,52 | 1.181 | -24,20 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 17.985 | 3,89 | 1.926 | 4,50 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 37.673 | -2,44 | 4.035 | -1,87 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 213.593 | 19,57 | 22.673 | 18,50 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 11.002 | 10,12 | 1.168 | 9,07 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 2.092 | 222 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 232.414 | 4,47 | 24.894 | 5,07 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 6.782 | -1,37 | 726 | -0,82 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 5.595 | 67,51 | 594 | 66,11 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 362.236 | 29,98 | 38.451 | 28,81 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 3.682 | 0,00 | 394 | 0,51 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 31.524 | 6,65 | 3.377 | 7,31 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 2.675 | 7,43 | 287 | 7,92 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 43.770 | -0,13 | 4.688 | 0,47 | ||||
| 2026-01-30 | 13F | Joseph Group Capital Management | 29.656 | -4,74 | 3.176 | -4,19 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 16.041 | 0,00 | 1.703 | -0,93 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 4.793 | 513 | ||||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 5.665 | -4,15 | 601 | -5,06 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1.257 | 0,00 | 133 | -0,75 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 8.110 | 4,51 | 869 | 5,08 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 11.167 | -5,32 | 1.196 | -4,70 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 43.180 | 6,33 | 4.584 | 5,38 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 15.873 | 21,02 | 1.685 | 19,94 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 56.230 | 50,77 | 6.023 | 51,65 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 3.925 | -4,36 | 417 | -5,24 | ||||
| 2025-11-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 2.807 | 0,00 | 298 | -1,00 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 133.225 | 7,69 | 14.142 | 6,72 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 90.395 | -3,80 | 9.595 | -4,99 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 2.007 | 0,00 | 213 | -0,47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 73.811 | 60,27 | 7.906 | 61,19 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 500.483 | 3,54 | 53.607 | 4,14 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 12.522 | 18,69 | 1.329 | 17,71 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 8.411 | 87,29 | 901 | 5,02 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 14.086 | 357,34 | 1.500 | 367,29 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 4.915 | -0,43 | 522 | -1,33 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 41.330 | 0,02 | 4.400 | -0,99 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 276.723 | -45,59 | 30 | -46,30 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 2.341 | -89,40 | 251 | -89,25 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wealth Alliance | 149.027 | 445,75 | 15.962 | 449,09 | ||||
| 2026-02-09 | 13F | McGinn Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 24 | 300,00 | 3 | |||||
| 2026-01-20 | 13F | Aspiriant, Llc | 302.809 | -10,43 | 32.434 | -9,91 | ||||
| 2026-02-12 | 13F | Wayfinding Financial, LLC | 30.483 | 5,96 | 3 | 0,00 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 11.552 | 1,23 | 1.226 | 0,33 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 80.616 | -8,15 | 8.635 | -7,62 | ||||
| 2026-04-07 | 13F | Eastern Bank | 4.119 | 10,93 | 437 | 10,08 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 54.684 | 13,15 | 5.857 | 13,82 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 2.186 | 3,45 | 232 | 2,21 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 218.410 | -2,75 | 23.394 | -2,19 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 21.628 | 1.293,56 | 2.317 | 1.303,64 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 4.951 | 0,57 | 530 | 1,15 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 525.436 | 3,53 | 55.775 | 2,60 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 437 | 47 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 22.159 | 5,88 | 2.352 | 4,95 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 6.349 | -3,44 | 674 | -4,40 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 7.037 | 0,31 | 754 | 0,80 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 4.892 | 519 | ||||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 52.443 | 0,45 | 5.617 | 1,04 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 6.132 | 0,00 | 651 | -0,91 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 70.091 | -10,29 | 7.440 | -11,09 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 2.233 | 1,09 | 239 | 1,70 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 11.278 | 136,49 | 1.197 | 134,71 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 45.377 | 2,92 | 4.860 | 3,54 | ||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 13.875 | 30,47 | 1.486 | 31,27 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 7.967 | -30,19 | 853 | -29,79 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 8.654 | 0,55 | 927 | 1,09 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 4 | |||||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 2.729 | -1,52 | 292 | -1,02 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 1.737 | 12,79 | 186 | 14,11 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 31.969 | 14,44 | 3.424 | 15,13 | ||||
| 2026-02-17 | 13F | Valley Financial Group, Inc. | 3.465 | 2,42 | 371 | 3,06 | ||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 40.079 | 0,27 | 4.293 | 0,85 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 5.248 | -14,90 | 557 | -15,61 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 4.252 | -20,89 | 453 | -19,43 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 4.802 | 0,00 | 510 | -0,97 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.332 | 19,78 | 143 | 20,34 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 4.129 | 1,75 | 442 | 2,31 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 144 | -75,63 | 68 | 11,48 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 7.318 | 777 | ||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 169.457 | -3,19 | 17.988 | -4,06 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 4.156 | -2,51 | 445 | -1,77 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 11.000 | 11,29 | 1.168 | 10,30 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 367.599 | 79,91 | 39.374 | 80,96 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 1.914 | -8,51 | 205 | -8,11 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 395.869 | 904,11 | 42.402 | 910,03 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 3.390 | -12,74 | 360 | -13,70 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 139.393 | -1,70 | 14.797 | -2,58 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 3.845 | 0,00 | 412 | 0,49 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Values Added Financial LLC | 6.498 | 8,28 | 690 | 7,32 | ||||
| 2026-01-26 | 13F | San Luis Wealth Advisors LLC | 67.190 | 7,16 | 7.197 | 7,77 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 7.283 | 5,11 | 773 | 4,18 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 104.395 | 5,06 | 11.182 | 5,67 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1.953 | 3,88 | 207 | 2,99 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 4.182 | 0,26 | 444 | -0,67 | ||||
| 2026-01-23 | 13F | Financial Advisory Partners, Llc | 2.715 | 291 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 15.685 | 4,73 | 1.680 | 5,40 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 74.516 | 93,65 | 7.910 | 91,92 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 2.987 | 24,77 | 320 | 25,59 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 14.882 | 21,61 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 22.958 | 30,67 | 2.437 | 29,56 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5.526 | 0,00 | 593 | 0,68 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 12.808 | -0,71 | 1.372 | -0,15 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 104.038 | 9,89 | 11.061 | 9,08 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 9.892 | 24,51 | 1.059 | 25,18 | ||||
| 2026-02-04 | 13F | ESG Planning | 152.311 | 16,16 | 16.314 | 16,84 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 214.253 | -1,59 | 22.743 | -2,47 | ||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 43.029 | 25,12 | 4.609 | 25,83 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 10.400 | -1,23 | 1.114 | -0,71 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 10.911 | -1,20 | 1.158 | -2,03 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 10.177 | -0,80 | 1.078 | -1,82 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 68.441 | 1,22 | 7.331 | 1,81 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 54.248 | -0,93 | 5.758 | -1,81 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 15.818 | 10,54 | 1.679 | 9,60 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 9.303 | 0,00 | 988 | -0,90 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 24.652 | 90,05 | 2.617 | 88,34 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 17.314 | -4,61 | 1.838 | -5,50 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 33 | 0,00 | 4 | 0,00 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 38.265 | -2,11 | 4.122 | -1,76 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 644.467 | 9,76 | 69.029 | 10,40 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 472.473 | 1,48 | 50.441 | 0,64 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 16.398 | 14,63 | 1.741 | 13,58 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 46.735 | 5,50 | 4.961 | 4,55 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 175.355 | 2,41 | 18.614 | 1,49 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 231.054 | 6,33 | 24.748 | 6,95 | ||||
| 2025-11-20 | 13F | First Affirmative Financial Network | 4.020 | 0,02 | 428 | 2,15 | ||||
| 2026-02-10 | 13F | MY Wealth Management Inc. | 17.182 | -16,84 | 1.840 | -16,36 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 670 | 0,00 | 72 | 0,00 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 42.769 | 7,03 | 4.540 | 6,05 | ||||
| 2025-11-03 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | Aegis Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 1.873 | 39,36 | 201 | 42,86 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 46.792 | 2,57 | 4.967 | 1,64 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 16.415 | 0,46 | 1.742 | -0,46 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 34.403 | 3.652 | ||||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 10.693 | -1,53 | 1.148 | -2,30 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 44.755 | -3,20 | 4.778 | -3,51 | ||||
| 2026-01-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Postrock Partners Llc | 2.075 | 0,00 | 222 | 0,91 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 121.369 | 0,69 | 13.000 | 1,27 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 56 | 0,00 | 6 | 0,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 194.908 | 7,25 | 20.927 | 7,52 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 94.636 | -4,75 | 10.046 | -5,60 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 9.290 | 0,18 | 995 | 0,81 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.752.430 | -0,12 | 187.703 | 0,47 | ||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 3.363 | -2,66 | 360 | -1,91 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 23.478 | -9,08 | 2.515 | -8,55 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 309 | 164,10 | 0 | |||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 138.385 | 2,10 | 14.822 | 2,70 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 20.107 | -20,13 | 2.134 | -20,85 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Cooper Financial Group | 3.678 | 1,74 | 390 | 0,78 | ||||
| 2026-01-26 | 13F | American Wealth Advisors, LLC | 625 | -15,43 | 67 | -15,38 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 269.700 | -2,52 | 28.888 | -1,95 | ||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 2.759 | 0,00 | 296 | 0,68 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 45.920 | 4.919 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 2.222.277 | 13,86 | 238.027 | 14,64 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 151.355 | 2,38 | 16.066 | 1,47 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 9.454 | -10,63 | 1.004 | -11,47 | ||||
| 2026-02-17 | 13F | Signal Tree Financial Partners Llc | 24.020 | 7,96 | 2.573 | 8,66 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 95 | 0,00 | 10 | 0,00 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 1.500 | 0,00 | 161 | 0,63 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 99.281 | 3,06 | 10.678 | 4,03 | ||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 3.928 | -46,85 | 1.010 | -53,31 | ||||
| 2026-02-13 | 13F | City Of London Investment Management Co Ltd | 155.979 | 8,33 | 16.707 | 8,96 | ||||
| 2026-02-10 | 13F | Beto Financial Group, Llc | 1.918 | 206 | ||||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 10.329 | 2,38 | 1.106 | 1,94 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 933 | 9,25 | 100 | 10,00 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 2.167 | 0,00 | 230 | -0,86 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 2.028.701 | 16,98 | 217.294 | 17,66 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 20.544 | 2.200 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 173.700 | -28,61 | 18.605 | -28,19 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 247.700 | -39,59 | 26.531 | -39,23 | |||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Garner Asset Management Corp | 12.796 | 102,56 | 1.371 | 103,87 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 2.794.564 | 7,04 | 299.326 | 7,66 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 38.782 | 4.154 | ||||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 43.212 | -0,21 | 4.628 | 0,37 | ||||
| 2026-01-15 | 13F | LeConte Wealth Management, LLC | 13.696 | 17,91 | 1.467 | 18,61 | ||||
| 2026-02-17 | 13F | Ducere Wealth Management LLC | 2.701 | 289 | ||||||
| 2026-02-11 | 13F | FLC Capital Advisors | 2.481 | 0,00 | 266 | 0,38 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.419 | 672,84 | 257 | 675,76 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 2.201 | 4,02 | 234 | 3,10 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 2.645 | -0,94 | 281 | -2,44 | ||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 3.273 | -16,44 | 351 | -16,07 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 100 | 0,00 | 11 | 0,00 | ||||
| 2026-04-10 | 13F | Novem Group | 9.085 | 964 | ||||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 3.453 | 18,78 | 370 | 19,42 | ||||
| 2025-11-13 | 13F | Crescent Grove Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1.938 | 207 | ||||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 23.816 | -4,89 | 2.551 | -4,35 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 4.691.873 | 2,52 | 502.547 | 3,11 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 30.079 | 5,22 | 3.193 | 4,25 | ||||
| 2026-02-12 | 13F | IFC Advisors LLC | 3.717 | 0,00 | 398 | 0,76 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 94.332 | 9,79 | 10.104 | 10,42 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 11.478 | -96,04 | 1.229 | -96,02 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 2.562 | 0,04 | 272 | -1,09 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 18.927 | -6,65 | 2.009 | -7,46 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 4.697 | 499 | ||||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 11.617 | -5,87 | 1.233 | -6,66 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 3.231 | 0,28 | 343 | -0,58 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 3.032 | -0,95 | 325 | -0,31 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 15.773 | -5,19 | 1.674 | -6,01 | ||||
| 2026-02-05 | 13F | Arrow Financial Corp | 10.163 | 0,00 | 1.089 | 0,55 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 104.899 | 9,57 | 11.236 | 10,20 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1.253 | -11,07 | 133 | -11,33 | ||||
| 2026-01-28 | 13F | Boyd Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 124.634 | -6,20 | 13.350 | -5,65 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 3.776 | -19,13 | 404 | -18,71 | ||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 24.613 | 2,43 | 2.644 | 2,76 | ||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 3.200 | 14,33 | 343 | 14,77 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 19.005 | 6,46 | 2.036 | 7,11 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 3.364 | -13,99 | 357 | -14,59 | ||||
| 2026-02-17 | 13F | Compass Wealth Management, LLC/GA | 7.983 | -0,82 | 855 | -0,23 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 8.629 | 0,19 | 1 | |||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 22.522 | 3,03 | 2.412 | 3,65 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 4.862 | 31,51 | 521 | 32,32 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 235 | 0,00 | 25 | 0,00 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 1.033 | 111 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 71.502 | 12,91 | 7.590 | 11,90 | ||||
| 2026-01-23 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 9.868 | 0,00 | 1.057 | 0,57 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 4.387 | -3,07 | 466 | -3,93 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 1.948 | -8,97 | 207 | -10,04 | ||||
| 2026-02-12 | 13F | Betterment LLC | 18.990.218 | 9,49 | 2.034 | 10,18 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 30.144 | 5,99 | 3.200 | 5,02 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 2.958 | 3,07 | 317 | 3,61 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 245.042 | 0,45 | 26.398 | 1,62 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 157.052 | 1,96 | 16.822 | 2,55 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 587.593 | 3,46 | 62.937 | 4,06 | ||||
| 2026-02-05 | 13F | Tilson Financial Group, Inc. | 64.663 | -5,39 | 6.926 | -4,84 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 10.701 | 35,64 | 1.136 | 34,32 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 4.008 | 425 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 15.224 | 48,69 | 1.616 | 47,45 | ||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 4.567 | 2,10 | 489 | 2,73 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 95.876 | 5,45 | 10.269 | 6,06 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 172.549 | -4,40 | 18.316 | -5,26 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 2.250 | 12,50 | 239 | 11,21 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 13 | 1 | ||||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 10.791 | 159,46 | 1.156 | 161,31 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 5.146 | 13,82 | 546 | 12,81 | ||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 294.893 | 2,49 | 31.586 | 3,09 | ||||
| 2026-02-13 | 13F | Commerce Bank | 292.415 | -1,43 | 31.321 | -0,85 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 12.419 | -29,15 | 1.318 | -29,78 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 535.338 | 9,05 | 57.340 | 9,69 | ||||
| 2026-02-09 | 13F | Fidelity D & D Bancorp Inc | 8.000 | 0,00 | 857 | 0,59 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 2.847 | -7,62 | 305 | -7,32 | ||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 81.472 | 10,02 | 8.726 | 10,67 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 351.298 | 3,67 | 37.628 | 4,27 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 28.517 | 1,60 | 3.027 | 0,70 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 10.435 | 0,00 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 6.761 | -13,83 | 1 | |||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 6.217 | -22,37 | 666 | -21,95 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 3.750 | 0,00 | 398 | -0,75 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 5.648 | 605 | ||||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 3 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 4.760 | 161,25 | 505 | 158,97 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 65.546 | 7.052 | ||||||
| 2026-02-05 | 13F | Wealth Advisors of Iowa, LLC | 8.306 | 0,12 | 890 | 0,68 | ||||
| 2026-04-02 | 13F | Cassady Wealth & Retirement Planning, LLC | 2.920 | 313 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 237 | 25 | ||||||
| 2026-02-13 | 13F | Horiko Capital Management Llc | 111.900 | -6,12 | 11.986 | -5,58 | ||||
| 2026-01-20 | 13F | CV Advisors LLC | 21.855 | 30,56 | 2.341 | 31,31 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 13 | 0,00 | 1 | 0,00 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 20.209 | 22,84 | 2.145 | 20,91 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 144 | 0,00 | 15 | 0,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 26.608 | 1,12 | 2.824 | 0,21 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 363 | 39 | ||||||
| 2026-02-17 | 13F | Vista Investment Management | 2.320 | -2,52 | 248 | -1,98 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 204.335 | 5,08 | 21.690 | 4,14 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 6.501 | -0,88 | 692 | -1,57 | ||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 836.123 | -3,37 | 89.557 | -2,81 | ||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 9.500 | 1.018 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9.947 | -2,52 | 1.056 | -3,39 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 7.189 | 134,17 | 770 | 136,20 | ||||
| 2026-02-13 | 13F | S&t Bank/pa | 401 | 0,00 | 43 | 0,00 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 3.938 | 2,47 | 418 | 1,70 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 5.654 | -0,81 | 606 | -0,17 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 10.000 | 0,00 | 1.071 | 0,66 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 51.698 | -15,46 | 5.537 | -14,97 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 254.821 | 109,49 | 27.294 | 110,71 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 236 | 0,00 | 25 | 0,00 | ||||
| 2025-12-16 | 13F | Lindenwold Advisors | 105.536 | 8,62 | 11.239 | 10,71 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 141.172 | 4,47 | 14.985 | 3,53 | ||||
| 2025-11-10 | 13F | IFS Group,LLC | 5.108 | 543 | ||||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 3.650 | 2,82 | 391 | 3,17 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 3.916 | 11,60 | 419 | 12,33 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 2.641 | 0,00 | 283 | 0,36 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 160 | 0,63 | 17 | -5,88 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 4.998 | -19,40 | 531 | -20,54 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 250 | 27 | ||||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 4.510 | 5,03 | 483 | 5,69 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 3.500 | 4,48 | 375 | 5,06 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 465 | 0,00 | 49 | 0,00 | ||||
| 2026-04-08 | 13F | FOCUS Wealth Advisors, LLC | 4.466 | 0,00 | 474 | -0,84 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 2.250 | 2,27 | 241 | 2,56 | ||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 6.283 | 0,00 | 667 | -0,89 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 336 | 0,00 | 36 | 0,00 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 5.852 | 33,33 | 621 | 32,13 | ||||
| 2026-01-27 | 13F | Busey Wealth Management | 4.429 | 0,00 | 474 | 0,64 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 130.108 | 159,43 | 13.936 | 160,96 | ||||
| 2026-01-30 | 13F | ASB Consultores, LLC | 1.944 | 0,00 | 209 | 0,97 | ||||
| 2026-02-03 | 13F | Connable Office Inc | 54.182 | 7,81 | 5.803 | 8,45 | ||||
| 2025-11-05 | 13F | Renasant Bank | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 415 | -0,48 | 44 | 0,00 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 778.177 | 11,08 | 83.351 | 11,72 | ||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 23.350 | 6,46 | 2.501 | 7,11 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 301.950 | -3,65 | 32.342 | -3,09 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 34.135 | 8,61 | 4 | 0,00 | ||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 23.079 | 2,06 | 2.450 | 1,11 | ||||
| 2026-04-21 | 13F | SWS Partners | 21.095 | -89,97 | 2.239 | -0,58 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 113.782 | 2,18 | 12.078 | 1,27 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 3.876 | -1,60 | 415 | -0,95 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 11.826 | -0,71 | 1.259 | 1,21 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 28.269 | 3.012 | ||||||
| 2026-04-07 | 13F | Boltwood Capital Management | 2.191 | 0,05 | 233 | -0,85 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 11.168 | 18,44 | 1.196 | 19,12 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 20.729 | 14,28 | 2.200 | 13,29 | ||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 7.020 | 29,02 | 752 | 29,71 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 197.425 | -4,05 | 21.146 | -3,49 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 424.154 | 7,98 | 45.431 | 8,61 | ||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 5.336 | -42,17 | 572 | -41,85 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 3.402 | -6,33 | 361 | -7,20 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3.562 | -12,01 | 378 | -12,70 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 397 | 0,00 | 42 | 0,00 | ||||
| 2026-01-21 | 13F | Martel Wealth Advisors Inc | 100.952 | 2,33 | 10.813 | 2,92 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 6.037 | 641 | ||||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 2.526 | 383,91 | 268 | 387,27 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 7.089.365 | 2,78 | 759.342 | 3,38 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 15.513 | -1,43 | 1.647 | -2,31 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 5.416 | 26,31 | 575 | 25,05 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 253 | 0,00 | 27 | 3,85 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 12 | -80,00 | 1 | -83,33 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 2.363 | 0,21 | 251 | -0,79 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 57.177 | 1,59 | 6.069 | 0,68 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 4.697 | 0,02 | 499 | -0,80 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 14.998 | 0,87 | 1.606 | 1,45 | ||||
| 2026-01-27 | 13F | Revisor Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Zhang Financial LLC | 53.658 | 22,64 | 5.747 | 23,35 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 72.968 | -4,52 | 7.746 | -5,38 | ||||
| 2026-02-03 | 13F | Weitzel Financial Services, Inc. | 92.563 | -1,40 | 9.927 | -1,15 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 3.865 | -0,15 | 410 | -0,97 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 36.698 | 0,00 | 3.895 | -0,89 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 2.290 | 245 | ||||||
| 2026-02-13 | 13F | Cito Capital Group, LLC | 2.544 | 0,00 | 0 | |||||
| 2025-11-13 | 13F | Pinney & Scofield, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Simmons Bank | 1.974 | 0,00 | 210 | -0,95 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 11.321 | 7,62 | 1.213 | 8,21 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 237.402 | -2,48 | 25.428 | -1,91 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 5.801 | 91,01 | 616 | 89,23 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 1.987 | -3,17 | 213 | -2,75 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 4.865 | 6,36 | 521 | 6,98 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 458.587 | -20,39 | 49.119 | -19,92 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 1.127 | -5,53 | 119 | -7,09 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 630.882 | -0,29 | 67.574 | 0,29 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 4.284 | 0,05 | 455 | -0,87 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 2.560 | 0,00 | 272 | -1,09 | ||||
| 2026-02-17 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 1.715 | 914,79 | 184 | 976,47 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 16.192 | 2,73 | 1.719 | 1,78 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 75.858 | -3,31 | 8.052 | -4,18 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 80.338 | -4,92 | 8.528 | -5,78 | ||||
| 2026-02-12 | 13F | ROSS\JOHNSON & Associates LLC | 1.542 | 0,00 | 165 | 0,61 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1.738 | 0,00 | 184 | -1,08 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 7.910 | 0,00 | 840 | -0,94 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 9.796 | 0,00 | 1.049 | 0,58 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 167.926 | -0,33 | 17.825 | -1,22 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 19.244 | 1,48 | 2.061 | 2,08 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 28.856 | 3,68 | 3.091 | 4,29 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 7.734 | 821 | ||||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 7.962 | 3,17 | 853 | 3,78 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 2.400 | 257 | ||||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 10.000 | 0,00 | 1.062 | -0,93 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 89.537 | -0,04 | 9.504 | -0,94 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 2.753 | -12,04 | 292 | -12,84 | ||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 139.564 | -0,00 | 14.949 | 0,93 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 36.402 | 4,48 | 3.864 | 3,56 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 12.686 | 21,06 | 1.347 | 19,96 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 6.050 | 28,72 | 642 | 27,63 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 10.343 | 1.108 | ||||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 47.017 | -0,57 | 5.036 | 0,00 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 8.836 | 25,46 | 946 | 26,30 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 2.514 | 0,08 | ||||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 2.873 | -3,23 | 305 | -4,40 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 35.746 | 308,76 | 3.829 | 311,17 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 2.898 | -3,30 | 310 | -2,82 | ||||
| 2026-02-06 | 13F | Midwestern Financial, LLC /IA | 9.928 | -1,05 | 1.063 | -0,47 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 4.899 | 0,02 | 525 | 0,58 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 2.272.610 | 9,72 | 243.419 | 10,54 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 10.892 | 263,79 | 1.156 | 261,25 | ||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 42.468 | 0,91 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 11.393 | -24,39 | 1.220 | -24,75 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 4.698 | 0,64 | 499 | -0,40 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 6.703 | -1,09 | 718 | -0,55 | ||||
| 2026-01-27 | 13F | Stephenson & Company, Inc. | 24.707 | 0,00 | 2.646 | 0,57 | ||||
| 2025-11-07 | 13F | Eagle Wealth Strategies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 168.750 | 7,27 | 17.913 | 6,31 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 6.458 | -6,15 | 686 | -7,06 | ||||
| 2026-02-02 | 13F | Windward Private Wealth Management Inc. | 26.661 | -1,72 | 2.856 | -1,14 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 2.222 | 1,60 | 238 | 2,16 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 3.176 | 340 | ||||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 5.402 | 0,00 | 573 | -0,87 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 2.771 | 0,11 | 297 | 0,68 | ||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 4.045 | 0,00 | 429 | -0,92 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 4.406 | -23,05 | 472 | -22,66 | ||||
| 2026-02-13 | 13F | Robinson Capital Management, Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 8.295 | 0,00 | 888 | 0,57 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 38.680 | -21,40 | 4.106 | -22,11 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 7.156 | 19,57 | 766 | 20,25 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 47.816 | 5.122 | ||||||
| 2025-10-31 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 14.551 | -4,35 | 1.559 | -3,77 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 11.778 | 0,00 | 1.250 | -0,87 | ||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 22.524 | -21,59 | 2.413 | -21,12 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 4.465 | 0,00 | 478 | 0,63 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 424.104 | 0,30 | 45.426 | 0,30 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 6.704 | -1,41 | 712 | -2,34 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 7.321 | 0,54 | 777 | -0,26 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 62.563 | 134,14 | 6.701 | 135,54 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 40 | 0,00 | 4 | 0,00 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 2.558 | 21,00 | 272 | 19,91 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4.995 | -5,40 | 530 | -6,19 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Welch Group, LLC | 3.629 | 0,00 | 385 | -0,77 | ||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | 13.917 | 1.491 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 85.173 | 350,36 | 9.041 | 346,47 | ||||
| 2026-04-16 | 13F | Friday Financial | 5.156 | -9,86 | 547 | -10,62 | ||||
| 2026-02-17 | 13F | KM Capital Management Ltd. | 11.077 | 3,69 | 1.186 | 4,31 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 203.120 | 217,59 | 21.756 | 219,47 | ||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 2.400 | 0,00 | 257 | 0,78 | ||||
| 2026-01-12 | 13F | PUREfi Wealth, LLC | 11.123 | 6,89 | 1.191 | 7,49 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 167.346 | 42,16 | 17.924 | 42,99 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 763 | 0,13 | 82 | 0,00 |

