Grundlæggende statistik
| Institutionelle ejere | 1623 total, 1619 long only, 0 short only, 4 long/short - change of 3,96% MRQ |
| Gennemsnitlig porteføljeallokering | 1.2673 % - change of -6,15% MRQ |
| Institutionelle aktier (lange) | 869.376.575 (ex 13D/G) - change of 18,79MM shares 2,21% MRQ |
| Institutionel værdi (lang) | $ 26.978.908 USD ($1000) |
Institutionelt ejerskab og aktionærer
Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF (US:SCHG) har 1623 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 869,376,575 aktier. Største aktionærer omfatter Envestnet Asset Management Inc, Sei Investments Co, Mather Group, Llc., Charles Schwab Investment Management Inc, LPL Financial LLC, Financial Engines Advisors L.L.C., Mariner, LLC, Advisor Group Holdings, Inc., Ameriprise Financial Inc, and Vantagepoint Investment Advisers Llc .
Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF (ARCA:SCHG) 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 33,00 / share. Previously, on April 28, 2025, the share price was 25,24 / share. This represents an increase of 30,74% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.462.216 | 0,51 | 42.594 | -10,24 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 20.920 | 0,03 | 682 | 2,25 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 81.657 | -1,32 | 3 | 0,00 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 63.796 | 17.621,11 | 2.036 | 20.250,00 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 9 | 0 | ||||||
| 2026-04-20 | 13F | Friedenthal Financial | 3.894 | 0,00 | 113 | -11,02 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 10.863 | -0,41 | 316 | -10,99 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 230.836 | 0,22 | 7.530 | 2,45 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 10.258 | 48,80 | 299 | 33,04 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 168.879 | 6,03 | 5.509 | 8,38 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 95.768 | -11,26 | 3.124 | -9,29 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 52 | 2 | ||||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 2.823.123 | 92.090 | ||||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 15.285 | 0,75 | 445 | -9,92 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 2.295.428 | 1,22 | 74.877 | 3,47 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 19.821 | 646 | ||||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 20.980 | 0,00 | 611 | -10,67 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Trust Co of the South | 9.920 | 0,00 | 289 | -10,84 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 67.003 | -6,76 | 1.952 | -16,77 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 874.913 | -2,23 | 28.540 | -0,06 | ||||
| 2026-01-13 | 13F | Guerra Pan Advisors, Llc | 132.302 | -2,04 | 4.316 | 0,14 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 84.377 | -11,20 | 2.752 | -9,23 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 347 | 11 | ||||||
| 2025-11-10 | 13F | Bull Oak Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 2.097.817 | -1,43 | 68.431 | 0,76 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2.129.978 | 1,13 | 62.046 | -9,69 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 138.007 | -0,15 | 4.020 | -10,83 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 33.420 | 89,86 | 974 | 69,51 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 31.305 | 1,41 | 1.021 | 3,65 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 8.553 | -1,34 | 281 | 2,18 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 66.915 | -58,60 | 1.949 | -63,03 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 314.875 | 2,98 | 10.271 | 5,27 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 71.812 | -28,76 | 2.343 | -27,18 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 65 | -83,75 | 2 | -83,33 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 176 | 0,00 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 15.200 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.999 | 9,05 | 233 | -2,51 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.831.744 | -1,19 | 92.372 | 1,00 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 216 | 7 | ||||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 22.124 | -1,92 | 722 | 0,28 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 150.683 | -91,77 | 4.915 | -91,59 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 68.331 | 30,79 | 2.229 | 33,65 | ||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 72.677 | 40,14 | 2.371 | 43,29 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 235.423 | -31,67 | 7.680 | -30,15 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 1 | -99,85 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 11.221 | -49,81 | 366 | -48,95 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 151.384 | 8,69 | 4.938 | 11,12 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 31.227 | -10,33 | 1.026 | -9,29 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 643 | 0,00 | 21 | 0,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 44.207.939 | -0,55 | 1.442.063 | 1,67 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 14.878 | 0,08 | 433 | -10,54 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 22 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Legacy Wealth Advisors, LLC | 42.866 | 1.398 | ||||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 15.243 | 4,63 | 497 | 7,11 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 271.067 | 0,61 | 7.895 | -10,16 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 2.500 | -16,67 | 82 | -14,74 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 732.093 | 4,00 | 21.326 | -7,13 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 681.075 | 293,54 | 19.840 | 251,44 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 243.353 | 19,72 | 7 | 16,67 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 106.422 | -2,88 | 3.100 | -13,26 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 10.084 | 8,21 | 294 | -3,30 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 23.245 | 0,09 | 758 | 2,29 | ||||
| 2026-02-10 | 13F | Holderness Investments Co | 6.694 | 218 | ||||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 1.014.406 | -2,05 | 33.090 | 0,13 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 25.272 | 0,00 | 824 | 2,23 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 15.305 | 7,73 | 499 | 10,15 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 158.990 | -2,76 | 5.186 | -0,59 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 1.880 | 0,00 | 61 | 3,39 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 112.755 | 0,31 | 3.660 | 0,72 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 391.383 | -2,53 | 12.767 | -0,37 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 74.707 | 0,42 | 2.437 | 2,65 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1.849.267 | -40,53 | 54.405 | -46,72 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 34.046 | 0,00 | 1.111 | 2,21 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 35.598 | 2,06 | 1.037 | -8,88 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 112 | 0,00 | 4 | 0,00 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 20.012 | -1,96 | 583 | -12,48 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 96.936 | 8,05 | 3.162 | 10,48 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 13.771 | -14,62 | 449 | -12,65 | ||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 18.422 | 3,63 | 601 | 5,82 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 9.186 | 5,25 | 300 | 7,55 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 10.689 | 0,04 | 349 | 2,35 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 25.318 | 0,00 | 826 | 2,23 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 989.705 | -9,89 | 32.284 | -7,88 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 17.156 | 18,78 | 560 | 21,52 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Core Wealth Partners LLC | 21.675 | 24,84 | 707 | 27,62 | ||||
| 2026-01-12 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 8.068 | 8,73 | 257 | 18,98 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 17.326 | 2,56 | 565 | 4,82 | ||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 13.235 | -28,52 | 432 | -26,95 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 26.762 | 873 | ||||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 299.751 | -2,28 | 9.778 | -0,11 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 74.077 | -6,40 | 2.158 | -16,43 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 136.562 | -30,86 | 4.455 | -29,32 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 9.034 | 263 | ||||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 1.195.446 | -4,49 | 38.995 | -2,36 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 12.842 | 419 | ||||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 13.130 | 2,46 | 382 | -8,61 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 34.148 | 60,42 | 995 | 43,23 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 376.500 | 2,91 | 12.281 | 5,20 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 2.371.128 | 44,84 | 77.346 | 48,06 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 55.339 | 77,89 | 1.805 | 81,96 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 8.078 | 0,00 | 264 | 2,33 | ||||
| 2026-02-05 | 13F | Mason & Associates Inc | 10.560 | -5,40 | 344 | -3,37 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 21.160 | 0,00 | 690 | 2,22 | ||||
| 2026-02-10 | 13F | Womack Financial LLC | 360.014 | -0,30 | 11.744 | 1,92 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 7.368 | -5,15 | 240 | -2,83 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 103.411 | -4,24 | 3.012 | -14,48 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 32.536 | 5,86 | 948 | -5,49 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 484.244 | 3,74 | 14.106 | -7,36 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 306.537 | -0,45 | 8.929 | -11,09 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 252 | 0,00 | 8 | 0,00 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 43.857 | 72,56 | 1.431 | 76,33 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 8.387 | -13,35 | 244 | -22,54 | ||||
| 2026-04-24 | 13F | Lederer & Associates Investment Counsel/ca | 45.968 | 5,16 | 1 | 0,00 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 54.965 | 0,04 | 1.601 | -10,66 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 731.089 | -0,83 | 21.297 | -11,44 | ||||
| 2026-04-24 | 13F | Essex LLC | 28.729 | 4,15 | 837 | -7,01 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 11.734 | 0,00 | 342 | -10,73 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 74.006 | 2.414 | ||||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 35.287 | 1.151 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 465.888 | 90,53 | 13.571 | 70,15 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 13.284 | -6,35 | 387 | -16,45 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 1.852 | 60 | ||||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 346.743 | 4.318,23 | 10.101 | 526,55 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 4.168 | 121 | ||||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 51.339 | 0,13 | 1.496 | -10,59 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 33.811 | -0,93 | 1.103 | 1,29 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 30 | 1 | ||||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 245.365 | -2,35 | 8.004 | -0,19 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 150.346 | -6,77 | 4.798 | 1,85 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 12.996 | 42,72 | 379 | 27,27 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.926 | -63,68 | 318 | -67,58 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 2.523.361 | 5,18 | 82.312 | 7,52 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 7.706 | 0,00 | 224 | -10,76 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 202.016 | 142,55 | 6.590 | 147,99 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 58.246 | 60,82 | 1.900 | 58,91 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 34.166.654 | 7,77 | 1.114.516 | 10,17 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 16.864 | -31,78 | 491 | -39,08 | ||||
| 2026-01-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 19.694 | 0,00 | 642 | 2,23 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 23.636 | 0,90 | 771 | 3,21 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 14.719 | 0,00 | 429 | -10,83 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 342.470 | 16,40 | 9.976 | 3,95 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 365.214 | -8,02 | 10.639 | -17,87 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 34.504 | -2,73 | 1.101 | 6,27 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 8.582 | 282,78 | 280 | 292,96 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 11.084 | 1,99 | 323 | -9,04 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 7.156 | 208 | ||||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 8.912 | 11,79 | 271 | 4,23 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 311.174 | 176,84 | 10.151 | 182,99 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 95.839 | 1,87 | 2.792 | -9,03 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 21.183 | 25,63 | 617 | 12,18 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 18.282.953 | -5,92 | 596.413 | -1,97 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 9.908 | 0,00 | 323 | 2,22 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 613.001 | 19.996 | ||||||
| 2026-02-04 | 13F | Bensler, LLC | 106.849 | -2,79 | 3.485 | -0,63 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 342.626 | 13,77 | 11.176 | 16,31 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 758.106 | 13,38 | 22.296 | 2,22 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 60.770 | 1.982 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 7.168.249 | -3,04 | 233.828 | -0,88 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 29.522 | 12,73 | 963 | 15,33 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 304.469 | 9.932 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 65.314 | 12,14 | 2.131 | 14,64 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 323.868 | 0,12 | 10.565 | 2,34 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1.771.579 | 0,42 | 51.606 | -10,32 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 1 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 792.965 | 7,62 | 25.867 | 10,02 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1.918 | -34,49 | 56 | -42,11 | ||||
| 2026-02-03 | 13F | Wulff, Hansen & Co. | 13.270 | 0,72 | 433 | 2,86 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 94.251 | 15,21 | 2.746 | 2,89 | ||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 140.872 | 1,00 | 4.595 | 3,26 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 3.171 | 103 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 90.089 | 610,03 | 2.939 | 627,23 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 13.720 | 0,00 | 400 | -10,71 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 874.370 | -3,09 | 28.522 | -0,94 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 29.434 | -1,40 | 960 | 0,84 | ||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 7.536 | 0,00 | 246 | 2,08 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 2.621 | 162,10 | 85 | 174,19 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 61.608 | 9,62 | 2.010 | 12,05 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.734.904 | 7,79 | 120.002 | 6,69 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 2.853.067 | -1,93 | 93.067 | 0,25 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 11.053 | 0,00 | 322 | -10,83 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 78.789 | 5,18 | 2.295 | -6,06 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 561 | 16 | ||||||
| 2026-02-10 | 13F | American Money Management, LLC | 11.224 | 0,17 | 366 | 2,52 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 251 | 7 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 211.471 | 0,01 | 6.439 | -6,64 | ||||
| 2026-02-13 | 13F | Broadleaf Partners, LLC | 410.305 | -0,05 | 13.384 | 2,18 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 1.415.926 | -4,57 | 46.188 | -2,45 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 1.072 | 1.922,64 | 35 | 3.300,00 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 365.690 | 0,85 | 11.930 | 3,10 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.840 | -9,80 | 54 | -19,70 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 2.518 | 0,08 | 82 | -3,57 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 591 | -70,93 | 19 | -70,31 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 40 | 0,00 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 57.242 | 1.836 | ||||||
| 2026-01-06 | 13F | OMC Financial Services LTD | 28.271 | -1,65 | 922 | 0,55 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 3.639.546 | -0,10 | 118.722 | 2,12 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 7.458.612 | 2,14 | 243 | 4,29 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 473.529 | -0,57 | 15.447 | 1,65 | ||||
| 2026-01-12 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 6.936 | 0,00 | 226 | 2,26 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 1.350.873 | 2,52 | 39.351 | -8,45 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 9.008 | 0,00 | 287 | 9,13 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 8.481 | -68,87 | 247 | -72,18 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 408.123 | -81,14 | 13.313 | -80,72 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 25.476 | -13,89 | 742 | -23,11 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 32.639 | 88,28 | 951 | 68,14 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 100 | 0,00 | 3 | 0,00 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 1.632.528 | 2,06 | 47.556 | -8,86 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 23.449 | -2,29 | 765 | -0,13 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 726.980 | 3,22 | 23.714 | 5,52 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 7.896 | 0,03 | 230 | -10,51 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 249.284 | -16,79 | 7.262 | -25,70 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 517.410 | -4,56 | 16.878 | -2,44 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 70.788 | 2.309 | ||||||
| 2026-02-06 | 13F | Associated Banc-corp | 26.717 | 2,51 | 872 | 4,81 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 84.164 | -1,34 | 2.452 | -11,90 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 624.511 | 5,83 | 18 | -10,53 | ||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 9.152 | 299 | ||||||
| 2026-04-08 | 13F | Gillespie Robinson & Grimm Inc | 85.082 | 0,00 | 2.478 | -10,70 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 49.907 | -6,19 | 1.628 | -4,12 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 20.875 | -0,53 | 681 | 1,64 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 402.761 | 0,15 | 11.732 | -10,57 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1.368 | 40 | ||||||
| 2025-10-28 | 13F | Conning Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 10.931 | 41,34 | 357 | 44,72 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 10.463 | 2,17 | 341 | 4,60 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 48.770 | 3,42 | 1.421 | -7,67 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 12.639 | -99,31 | 368 | -99,38 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 275.524 | 0,57 | 8.026 | -10,18 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 283.851 | 4,44 | 9.120 | 2,88 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 475 | -1,04 | 15 | 0,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 28.212 | 48,26 | 822 | 32,42 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 597.523 | -0,27 | 17.406 | -10,94 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 18.703 | 0,04 | 545 | -10,67 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 32.047 | -1,99 | 1.045 | 0,19 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 25.041 | -30,90 | 817 | -29,41 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 36.856 | -21,20 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | SHUTTLEWORTH & Co | 7.026 | -3,70 | 229 | -1,29 | ||||
| 2026-02-04 | 13F | MADDEN SECURITIES Corp | 249.447 | -2,09 | 8.137 | 0,09 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 512 | 0,00 | 17 | 0,00 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 66 | -80,87 | 2 | -81,82 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 72.057 | -90,44 | 2.351 | -90,23 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 734.799 | 2,16 | 23.971 | 4,43 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 1.910 | 0,00 | 62 | 3,33 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 9.668 | 315 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 1.075.135 | -0,28 | 35.071 | 1,94 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 8.147 | 0,10 | 266 | 2,32 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 53.093 | -8,91 | 1.547 | -18,67 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 6.533 | 205 | ||||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 22.926 | -91,92 | 748 | -91,74 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 830.536 | 3,20 | 27.092 | 5,50 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 26.788 | 0,00 | 780 | -10,65 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 609.120 | 3,66 | 17.744 | -7,43 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 50.989 | 8,48 | 1.663 | 8,27 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 366.625 | -6,66 | 11.959 | -4,58 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 509.891 | 14.853 | ||||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 126.398 | 12,50 | 4.090 | 8,60 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1.261.695 | -19,39 | 36.753 | -28,01 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17.609 | -2,65 | 513 | -13,22 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 1.454 | 1,25 | 42 | -8,70 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Hm Payson & Co | 3.813 | -27,98 | 111 | -35,47 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 390.790 | -58,34 | 11.384 | -62,80 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 168.873 | -7,04 | 4.919 | -16,98 | ||||
| 2026-01-22 | 13F | Personal Cfo Solutions, Llc | 8.441 | 275 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 95.181 | 384,11 | 3.105 | 395,06 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 18.862 | 2,17 | 615 | 4,41 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 13.347 | 7,54 | 389 | -3,96 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 83.376 | -9,56 | 2.429 | -19,26 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 13.975 | 81,02 | 456 | 84,96 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 11.899 | 361 | ||||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 219.800 | -27,70 | 7.170 | -26,09 | |||
| 2026-04-24 | 13F | James Investment Research Inc | 88.341 | 16,81 | 2.573 | 4,30 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 6.861 | 224 | ||||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 4.786 | 156 | ||||||
| 2026-01-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 73.500 | -8,12 | 2.398 | -6,07 | |||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 297.181 | 6,93 | 9.709 | 9,45 | ||||
| 2025-11-12 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 11.476 | 0,00 | 334 | -10,70 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 62.395 | 4,37 | 1.818 | -6,82 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 2.334 | 344,57 | 76 | 375,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 5.830 | 115,29 | 190 | 120,93 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 18.833 | 0,75 | 549 | -10,02 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 24.115 | -74,86 | 787 | -74,32 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 15.760 | 0,99 | 459 | -9,82 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 246.663 | 107,21 | 7.185 | 124,32 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 800 | -24,46 | 23 | -32,35 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 977.872 | 0,70 | 31.080 | 0,30 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 160.831 | 5,19 | 4.685 | -6,06 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 28.888 | 7,49 | 942 | 21,24 | ||||
| 2026-02-20 | 13F | White Knight Strategic Wealth Advisors, LLC | 25.700 | 0,00 | 838 | 2,20 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 19.624 | 640 | ||||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 29.051 | -2,68 | 948 | -0,53 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 251.530 | -1,09 | 7.327 | -11,67 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 840.733 | 23,64 | 27.425 | 26,40 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 3.177.852 | -1,80 | 92.571 | -12,30 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 477.240 | 188,48 | 13.902 | 157,62 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 1.952.024 | 10,95 | 63.675 | 13,42 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 30.515 | -7,55 | 889 | -17,47 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 9.917 | 1,79 | 323 | 4,19 | ||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 44.685 | 1,01 | 1.390 | -1,91 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | ForthRight Wealth Management, LLC | 12.925 | 0,00 | 422 | 2,18 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 13.252 | 0,00 | 432 | 2,37 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 402.382 | -1,71 | 13.126 | 0,57 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 10.422 | 340 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 56.880 | 29,72 | 1.657 | 15,80 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 58.679 | 0,20 | 1.914 | 2,46 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 256 | 0,00 | 7 | -12,50 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 35.892 | 52,82 | 1.046 | 36,42 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 8.589 | 10,03 | 280 | 12,45 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 98.517 | 23,70 | 3.214 | 26,45 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 54.869 | -8,56 | 1.598 | -18,34 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 641.955 | -11,08 | 18.700 | -20,59 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 443.615 | -0,49 | 14.471 | 1,72 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 28.177 | 5,59 | 919 | 7,99 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 22.753 | 15,94 | 742 | 18,53 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 11.580 | 0,00 | 378 | 2,17 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 5.756 | 0,00 | 188 | 2,19 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1.737.859 | -5,28 | 50.624 | -15,41 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 18.869 | 35,81 | 615 | 38,83 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 23.863 | 0,00 | 695 | -10,67 | ||||
| 2026-04-21 | 13F | Welch Financial Planning, LLC | 7.392 | 0,00 | 215 | -10,79 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 10.838 | 0,00 | 316 | -10,76 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 865.998 | 0,23 | 25.227 | -10,49 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 3.233.007 | -1,54 | 105 | 0,96 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.135.396 | 4,06 | 37.038 | 6,38 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 7.757 | -16,99 | 247 | -18,48 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 33.355 | 0,31 | 1.088 | 2,54 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 152.642 | 4.979 | ||||||
| 2026-02-17 | 13F | Hall Capital Management Co Inc | 14.206 | 0,00 | 463 | 2,21 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 608.274 | 1,70 | 19.465 | 1,99 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 301.188 | 0,58 | 8.774 | 97.388,89 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 110.444 | 3.524 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 23.345 | -0,98 | 680 | -11,57 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 34.030 | -33,65 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 10.323 | -3,23 | 337 | -1,18 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 187 | 32,62 | 5 | 25,00 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 1.122 | 0,00 | 37 | 2,86 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 49.466 | 22,14 | 1.614 | 24,85 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 185.382 | -2,60 | 6.047 | -0,43 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 18.186 | 593 | ||||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 11.488 | 0,00 | 375 | 2,19 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 184 | 0,00 | 6 | 20,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 42.494 | 1,21 | 1.238 | -9,64 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 69.503 | 3,45 | 2.267 | 5,79 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 625 | 0,00 | 20 | 5,26 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 2.478 | 24,65 | 72 | 12,50 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 1.386.608 | 1,19 | 45.231 | 3,44 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 152.321 | -0,81 | 4.437 | -11,42 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 710.912 | -0,46 | 23.190 | 1,75 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 79.210 | 23,19 | 2.584 | 25,94 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 545.475 | 12,28 | 17.782 | 14,77 | ||||
| 2026-02-09 | 13F | Pacific Wealth Strategies Group, Inc. | 441.778 | 194,48 | 14.411 | 201,02 | ||||
| 2026-02-14 | 13F | Copley Financial Group, Inc. | 9.580 | 0,55 | 312 | 2,63 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 125.422 | 4,94 | 3.654 | -6,29 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 15.381 | -0,38 | 502 | 1,83 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 18.816 | 0,34 | 1 | |||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 19.131 | -2,84 | 624 | -0,64 | ||||
| 2026-01-23 | 13F | Westbourne Investment Advisors, Inc. | 225.659 | 0,95 | 7.361 | 3,20 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 178.752 | 25,94 | 5.207 | 12,49 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 4.268 | 124 | ||||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 31.040 | 0,44 | 1.013 | 2,64 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 56.102 | -25,33 | 1.830 | -23,65 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 45.736 | -76,66 | 1.332 | -79,16 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 459.831 | -9,48 | 13.395 | -19,17 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 575 | 0,00 | 19 | 0,00 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 80.135 | 170.400,00 | 2.614 | 261.300,00 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 44.394 | -4,40 | 1.448 | -2,23 | ||||
| 2026-02-14 | 13F | American Trust | 67.923 | -50,44 | 2.216 | -49,35 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7.007 | 0,00 | 204 | -10,53 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 434.601 | -0,25 | 12.660 | -10,92 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 262.569 | 22,34 | 8.565 | 25,06 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 262.178 | 368,49 | 8.552 | 379,10 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 80.720 | 9,80 | 2.633 | 12,28 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 41.506 | 0,03 | 1.354 | 2,19 | ||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 51.584 | -3,37 | 1.646 | 5,58 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 951.494 | 1,64 | 27.717 | -9,23 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 768 | -36,63 | 25 | -34,21 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 21.304 | 0,00 | 621 | -10,66 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 1.359.101 | 6,18 | 44.334 | 8,54 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 14.890.533 | -0,82 | 485.729 | 1,38 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 8.926 | 291 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 133.976 | -0,36 | 3.903 | -11,01 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 30.979 | 1,03 | 1.011 | 3,27 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 12.092 | 5,39 | 394 | 7,65 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 236.667 | -2,88 | 7.720 | -0,72 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 16.585 | 0,01 | 483 | -10,56 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 5.876 | 0,12 | 171 | -10,47 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 49.466 | 1.441 | ||||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 534.351 | 78,41 | 17.431 | 82,38 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 313.300 | 9 | ||||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 18.222 | 7,44 | 531 | -4,16 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 254.119 | 4,87 | 8.289 | 7,20 | ||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 28.333 | -1,12 | 825 | -11,67 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 67.187 | 0,04 | 2.192 | 2,24 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 32.260 | 0,08 | 939 | -10,75 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 898.757 | 405,86 | 29.317 | 417,15 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 73.215 | -2,90 | 2.133 | -13,30 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 8.000 | 0,00 | 261 | 1,96 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 37.474 | 41,50 | 1.092 | 26,42 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 11.995 | -14,93 | 349 | -23,97 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 41.203 | 7,64 | 1.344 | 10,07 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 11.064 | 0,55 | 322 | -10,06 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 144.203 | -0,54 | 4.704 | 1,66 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.468.737 | -3,08 | 47.910 | -0,92 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 468.030 | 6,24 | 15.267 | 8,61 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 1.661.436 | -12,56 | 54.196 | -10,62 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 207.012 | -1,27 | 6.030 | -11,83 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 86.048 | 0,00 | 2.807 | 2,22 | ||||
| 2025-10-30 | 13F | BKD Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 20.515 | 669 | ||||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 662.204 | -3,76 | 19.290 | -14,06 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 279.881 | 1,45 | 9.130 | 3,72 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 178.017 | -2,06 | 5.186 | -12,55 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 3.110.459 | 7.909,63 | 101 | 10.000,00 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 15.544 | 0,00 | 507 | -0,59 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 10.139 | -1,84 | 331 | 0,30 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 43.416 | 6,89 | 1.416 | 9,26 | ||||
| 2026-01-27 | 13F | PFG Advisors | 391.406 | 21,47 | 12.768 | 24,18 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 509.770 | -27,05 | 14.850 | -34,86 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | Put | 100.000 | 3.262 | |||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bfsg, Llc | 107.891 | 4,71 | 3.519 | 7,06 | ||||
| 2026-02-12 | 13F | Fortress Private Ledger, Llc | 81.085 | 3,03 | 2.645 | 5,30 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 43.528.965 | 4,11 | 1.267.999 | -7,03 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 512.255 | 1,18 | 14.922 | -9,65 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 2.618 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 351.700 | 5,99 | 10.245 | -5,34 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 64.327.203 | 3,94 | 2.098.353 | 6,25 | ||||
| 2026-02-20 | 13F | Waterford Advisors, LLC | 147.643 | 1.073,63 | 4.372 | 990,02 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 482.907 | 10,88 | 15.752 | 13,34 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 1.212.348 | -20,54 | 39.547 | -18,78 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 1.506 | 49 | ||||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 1.304 | 0,00 | 38 | -11,90 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 3.065.447 | 0,68 | 99.994 | 2,92 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 14.795 | 0,58 | 431 | -5,91 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 7.338 | 0,07 | 239 | 2,14 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 287.283 | -2,48 | 8.369 | -12,91 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 14.197 | 49,32 | 414 | 33,23 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 32.708 | -0,98 | 953 | -11,61 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 20.980 | 0,01 | 684 | 2,24 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 917.857 | -0,73 | 29.940 | 1,47 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 107.092 | 0,51 | 3.493 | 2,74 | ||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 71.721 | -0,70 | 2 | 0,00 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 15.066 | -83,39 | 491 | -83,03 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 21.282 | -0,02 | 620 | -11,44 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 1.847 | 0,00 | 54 | -11,67 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 8.342 | -14,49 | 243 | -23,58 | ||||
| 2025-10-28 | 13F | Mascoma Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 12.363 | -1,00 | 360 | -11,55 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 181.109 | 57,22 | 5.908 | 60,73 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 2.283 | 74 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 18.659 | -24,80 | 544 | -32,88 | ||||
| 2025-11-12 | 13F | Alpha Zero LLC | 428.470 | 4,04 | 13.672 | 13,66 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 819 | 27 | ||||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 5.248 | 0,10 | 153 | -11,11 | ||||
| 2026-01-23 | 13F | Blue Sky Capital Consultants Group, Inc. | 42.468 | 4,30 | 1.385 | 6,62 | ||||
| 2026-02-17 | 13F | Wealth Analytics Partners, LLC | 18.396 | 600 | ||||||
| 2026-02-06 | 13F | Condor Capital Management | 103.763 | -0,32 | 3.385 | 1,90 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 185.185 | 4,78 | 6 | 20,00 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 986.830 | 17,48 | 28.746 | 4,92 | ||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 92.778 | 0,13 | 3.026 | 2,37 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 33.984.232 | -4,51 | 1.108.566 | -2,38 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 1.092.888 | 14,47 | 35.650 | 18,01 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 65.246 | 2.128 | ||||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 965.303 | -1,70 | 31.488 | 0,49 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 132.068 | 13,15 | 3.847 | 1,05 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 38.312 | 0,10 | 1.250 | 2,29 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 27.424 | -26,21 | 895 | -15,98 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 271.021 | 23,75 | 7.895 | 10,50 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 16.688 | 0,00 | 544 | 2,26 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 13.209 | 11,64 | 431 | 14,06 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 102.171 | -0,02 | 3.333 | 2,18 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 31.040 | 0,00 | 1.013 | 2,22 | ||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 152.573 | 4.977 | ||||||
| 2026-02-03 | 13F | Retirement Planning Group | 215.333 | -1,04 | 7.024 | 1,17 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 1.210.727 | 22,58 | 39.034 | 21,60 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 1.609.284 | 0,34 | 52.495 | 2,57 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 211.357 | 18,07 | 6.157 | 5,43 | ||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 78.532 | 2,72 | 2.565 | 0,59 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 698.653 | -2,57 | 22.790 | -0,40 | ||||
| 2026-02-04 | 13F | Prosperitas Financial LLC | 433.083 | -0,85 | 14.127 | 1,36 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 9.936 | 289 | ||||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 47.564 | 8,03 | 1.552 | 10,47 | ||||
| 2026-02-04 | 13F | Fairway Financial, LLC | 341.495 | -0,82 | 11.140 | 1,38 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 18.533 | -69,63 | 605 | -68,98 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 3.564 | -0,06 | 104 | -11,21 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 20 | 1 | ||||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 22.630 | -17,22 | 659 | -26,04 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 625.100 | -3,35 | 20.391 | -1,20 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 22.668 | -14,78 | 739 | -12,85 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 31.818 | 1.038 | ||||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 1.708 | 0,00 | 56 | 1,85 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 230.572 | 0,60 | 7.521 | 2,83 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 118.534 | 0,00 | 3.867 | 2,22 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 69.502 | 0,00 | 2.025 | -10,72 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 14.672 | -2,70 | 479 | -0,62 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 68.102 | 201,18 | 1.984 | 169,06 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.809 | 2.560,29 | 53 | 2.500,00 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 75.085 | -0,00 | 2.469 | 3,01 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 9.484 | 0,00 | 276 | -10,68 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 742.117 | -10,62 | 21.826 | -19,42 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 27.121 | 0,00 | 790 | -10,63 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 284.074 | 39,44 | 9.266 | 42,55 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 127.414 | 63,32 | 4.156 | 66,97 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 300 | -90,40 | 10 | -90,91 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 113.420 | 3,23 | 3.304 | -7,81 | ||||
| 2026-01-22 | 13F | Montz Harcus Wealth Management LLC | 9.501 | 5,98 | 310 | 8,04 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 22.039 | 719 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 36 | 0,00 | 1 | 0,00 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 7.341 | 0,00 | 239 | 2,14 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 229.546 | 1,45 | 7.488 | 3,70 | ||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 17.506 | 0,10 | 1 | -100,00 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 5.317.891 | 8,03 | 154.910 | -3,53 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 32.142 | 220,62 | 936 | 187,12 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 27.414 | 4,05 | 894 | 6,43 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 392 | 0,00 | 13 | 0,00 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 19.984 | -2,94 | 652 | -0,76 | ||||
| 2026-02-20 | 13F | Bauman Advisory Group, LLC | 240.386 | 7.841 | ||||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 422.617 | -6,49 | 12.311 | -16,50 | ||||
| 2026-02-04 | 13F | Blackhawk Capital Partners LLC. | 24.011 | -28,97 | 783 | -27,37 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 78.070 | -3,71 | 2.547 | -1,58 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 16.962 | 553 | ||||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 1.785 | 2,12 | 58 | 5,45 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 12.419 | 405 | ||||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 20.316 | 0,01 | 592 | -10,73 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 38.080 | 0,01 | 1.242 | 2,22 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 11.670 | 0,00 | 340 | -10,79 | ||||
| 2026-02-06 | 13F | Platt Wealth Management LLC | 28.876 | 1 | ||||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 161.371 | 0,81 | 4.701 | -9,98 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 403.512 | -1,73 | 13.163 | 0,46 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 152.049 | -8,15 | 4.429 | -17,97 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 347.439 | -51,28 | 10.121 | -56,50 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 23.401 | 19,95 | 682 | 7,08 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 126.274 | -3,72 | 4.119 | -1,58 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 24.881 | -9,69 | 725 | -19,38 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 32.763 | 0,58 | 1.069 | 2,79 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 687.020 | 23,11 | 22.411 | 25,84 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 9.213 | 0,10 | 301 | 2,39 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 98.294 | -1,56 | 2.863 | -12,10 | ||||
| 2026-02-10 | 13F | Colton Groome Financial Advisors, Llc | 18.305 | -7,03 | 597 | -4,94 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 9.803 | -0,69 | 286 | -11,49 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 137.123 | 16,62 | 3.994 | 4,15 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 35.992 | 30,68 | 1.048 | 16,70 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 26.056 | -26,43 | 759 | -34,29 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 2.400 | 0,00 | 78 | 2,63 | ||||
| 2026-02-12 | 13F | First Western Trust Bank | 21.924 | 0,00 | 715 | 2,29 | ||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 80.524 | 5,73 | 2.346 | -5,60 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 17.855 | 0,09 | 582 | 2,28 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 231.104 | -7,60 | 7.539 | -5,55 | ||||
| 2026-04-13 | 13F | Bnc Wealth Management, Llc | 7.376 | -0,34 | 215 | -11,20 | ||||
| 2026-02-23 | 13F | Investments & Financial Planning, LLC | 11.886 | 28,01 | 388 | 30,74 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 481.355 | -1,17 | 15.827 | 1,83 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 155.408 | 21,75 | 5.069 | 24,45 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 1.265.928 | 3,91 | 40.396 | 13,52 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 60.976 | 0,32 | 1.989 | 2,58 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 1.604 | 11,85 | 51 | 24,39 | ||||
| 2026-02-12 | 13F | Menora Mivtachim Holdings Ltd. | 196.932 | 0,00 | 6.424 | 2,21 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 6.162 | 0,13 | 179 | -10,50 | ||||
| 2025-11-06 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 8.456 | 0,00 | 276 | 2,23 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 430.926 | -6,91 | 13.751 | 1,69 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 150.183 | 2,81 | 4.375 | -8,19 | ||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 25.183 | -2,86 | 821 | -0,73 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 636.897 | -4,52 | 18.553 | -14,73 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 106.086 | 22,91 | 3.090 | 9,77 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 42.397 | 0,32 | 1.235 | -10,38 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 742 | -0,93 | 24 | 4,35 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 638.994 | 17,89 | 20.844 | 20,51 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 20 | -50,00 | 1 | -100,00 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 774 | 0,00 | 25 | 4,17 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 190.984 | -1,17 | 6.230 | 1,02 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 236.186 | 178,91 | 6.880 | 149,09 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 2.367 | -99,95 | 64 | -99,96 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 11.924 | 0,03 | 364 | -5,45 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 20.078.592 | 12,49 | 654.968 | 14,99 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 74.027 | -0,86 | 2.415 | 1,34 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 72.707 | -0,81 | 2.118 | -11,46 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 29.853 | -1,31 | 953 | 7,81 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 28.133 | 106,37 | 918 | 111,29 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 4.800 | 0,00 | 157 | 1,96 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 35.806 | 0,00 | 1.168 | 2,19 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 133 | 0,00 | 4 | 0,00 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 6.285 | 205 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 179.845 | 45,19 | 5.239 | 29,65 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 933.002 | -2,35 | 27.178 | -12,80 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 30.002 | 85,31 | 874 | 65,34 | ||||
| 2025-11-14 | 13F | KM Capital Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | SeaBridge Investment Advisors LLC | 8.048 | 0,00 | 263 | 2,34 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 8.779 | 42,93 | 256 | 27,50 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 281.865 | -14,18 | 9.194 | -12,27 | ||||
| 2026-02-13 | 13F | Global Endowment Management, LP | 26.100 | -4,11 | 851 | -1,96 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 257.931 | 8.415 | ||||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 14.403 | 0,10 | 470 | 2,18 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 8.038 | -92,20 | 261 | -90,38 | ||||
| 2026-04-22 | 13F | Yelin Lapidot Holdings Management Ltd. | 57.120 | 0,00 | 1.664 | -10,74 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 6.192 | -1,43 | 202 | 0,50 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 37.120 | 0,00 | 1.211 | 2,20 | ||||
| 2026-04-20 | 13F | Emprise Bank | 8.227 | 0,00 | 240 | -10,82 | ||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 87.684 | 151,86 | 2.860 | 157,66 | ||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 40.463 | 1.320 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 15.383 | -0,16 | 448 | -10,76 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 3.818 | -3,44 | 125 | -1,59 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 202.549 | 4,81 | 5.900 | -6,39 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 7.121 | 0,07 | 207 | -10,78 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 8.401 | 0,00 | 274 | 2,24 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 58.555 | 1.910 | ||||||
| 2026-02-10 | 13F | Tidemark, LLC | 3.278 | 11,65 | 107 | 13,98 | ||||
| 2026-01-27 | 13F | TriaGen Wealth Management LLC | 380.558 | -0,76 | 12.414 | 1,44 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 8.443.988 | 0,69 | 275.443 | 2,93 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 6.864 | 3,56 | 224 | 5,69 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 12.512 | 0,02 | 408 | 2,26 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 58.201 | -2,46 | 1.695 | -12,90 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 7.053 | 4,77 | 230 | 7,48 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 200 | 7 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 10.896 | 0,00 | 317 | -10,70 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 7.286 | 0,00 | 212 | -10,55 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 358.920 | 4,25 | 11.597 | 0,55 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 7.200 | 0,00 | 210 | -10,68 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 247.360 | -2,42 | 7.206 | -12,54 | ||||
| 2025-10-30 | 13F | Gibbs Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | FF Advisors,LLC | 6.580 | 213 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Compass Financial Group, INC/SD | 324.473 | 25,00 | 10.584 | 27,80 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 169.999 | 7,66 | 6 | 0,00 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 77.124 | 19,14 | 2.247 | 6,40 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 818 | -83,19 | 27 | -83,23 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 641.756 | 330,26 | 18.694 | 284,25 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 127.897 | 2,53 | 4.172 | 4,82 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 1.215.160 | -0,39 | 39.639 | 1,82 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 72.625 | -0,08 | 2.369 | 2,16 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 19.659 | 1,22 | 641 | 3,55 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 8.448 | -3,42 | 246 | -13,68 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 21.445 | 0,23 | 625 | -10,47 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 69.026 | -0,43 | 2 | 0,00 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 49.553 | 1,97 | 1.616 | 4,26 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 158.283 | 17,08 | 5.163 | 19,68 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 10.688 | 0,00 | 349 | 2,05 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 7.673 | 0,13 | 224 | -10,44 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 2.175.121 | -0,36 | 70.953 | 1,86 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 6.615 | 216 | ||||||
| 2026-04-23 | 13F | Auctus Advisors Llc | 15.502 | 28,56 | 452 | 14,76 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 25.026 | 729 | ||||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 18.134 | -5,19 | 592 | 5,91 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 20.262 | -5,74 | 661 | -3,65 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 212.471 | -0,81 | 6.931 | 1,39 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 24.604 | -4,09 | 803 | -1,96 | ||||
| 2026-02-12 | 13F | Elite Financial, Inc. | 443.756 | -0,38 | 14 | 0,00 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 2.332 | 0,00 | 68 | -11,84 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 81.395 | 0,98 | 2.532 | -1,59 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 12.980 | -69,39 | 423 | -68,74 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 5.381 | 0,00 | 176 | 2,34 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 36.082 | 2,38 | 1.177 | 4,72 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 55.422 | -3,61 | 1.614 | -13,92 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 729.848 | -1,81 | 23.808 | 0,38 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 106.417 | 1,23 | 3.100 | -9,62 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 64.706 | 17,28 | 1.885 | 4,72 | ||||
| 2026-02-17 | 13F | One Wealth Capital Management, Llc | 8.500 | 1,13 | 277 | 3,36 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 43.089 | -0,68 | 1.255 | -11,31 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 1.016 | 0,00 | 30 | -12,12 | ||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 8.023 | 262 | ||||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 4.340 | 0,00 | 142 | 2,17 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 2.260 | 0,00 | 74 | 1,39 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 3.628 | -21,27 | 106 | -30,00 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 20 | 0,00 | 1 | |||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 36.010 | -16,25 | 1.175 | -14,43 | ||||
| 2026-02-12 | 13F | Tull Financial Group, Inc. | 14.910 | 36,66 | 486 | 39,66 | ||||
| 2026-02-13 | 13F | Avant Capital LLC | 98.039 | -1,07 | 3.198 | 1,14 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 60.860 | -0,35 | 1.985 | 1,90 | ||||
| 2026-02-05 | 13F | Millennium Capital Advisors, LLC | 83.386 | -14,16 | 2.720 | -12,23 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 6.950 | -8,55 | 202 | -18,22 | ||||
| 2026-02-12 | 13F | Advisory Resource Group | 6.705 | 0,09 | 219 | 2,35 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 12.662 | -12,15 | 417 | -9,37 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 501 | 16 | ||||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 282.089 | -3,53 | 8.217 | -13,85 | ||||
| 2026-02-09 | 13F | Cypress Capital Management LLC (WY) | 8.123 | -5,41 | 265 | -3,65 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 277 | 8 | ||||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 125.599 | 3,32 | 4.087 | 8,07 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 609 | 0,00 | 18 | -10,53 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 8.534 | 0 | ||||||
| 2026-02-13 | 13F | Clay Northam Wealth Management, LLC | 481.666 | -0,38 | 15.712 | 1,84 | ||||
| 2026-02-10 | 13F | Fortis Advisors, LLC | 27.635 | 7,63 | 901 | 10,01 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 2.932 | 1.709,88 | 95 | 2.275,00 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 132.510 | 0,28 | 4.322 | 2,51 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 138.191 | 4.508 | ||||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 2.300 | 0,00 | 75 | 2,74 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 44.477 | 1.451 | ||||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 695.380 | 17,97 | 22.683 | 20,60 | ||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 816 | 0,00 | 27 | 0,00 | ||||
| 2026-02-17 | 13F | Basso Capital Management, L.p. | 692 | 0,00 | 23 | 0,00 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 10.594 | 0,13 | 309 | -10,72 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 36.217 | 0,88 | 1.156 | 10,21 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 6.119 | 193,06 | 200 | 201,52 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 4.099 | 0,05 | 119 | -10,53 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 18.172 | -31,74 | 529 | -39,06 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 6.879 | 0,01 | 224 | 2,28 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 33.819 | 1.103 | ||||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 122.347 | 10,60 | 3.564 | -1,25 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 19.454 | 0,00 | 635 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 26.770 | -26,16 | 873 | -24,48 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 250.395 | -5,35 | 7.294 | -15,48 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 12.861 | -3,23 | 375 | -13,63 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 7.812 | 0,00 | 255 | 2,01 | ||||
| 2026-03-12 | 13F | Bawa N Mallick Trust | 106.520 | 0,00 | 3.475 | 2,21 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 4.560.951 | 4,61 | 148.778 | 6,94 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 20.112 | -19,83 | 586 | -28,48 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 17.868 | 0,12 | 1 | |||||
| 2026-04-21 | 13F | Strategic Equity Management | 10.623 | 0,00 | 309 | -10,69 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | FC Advisory LLC | 105.836 | -1,49 | 3.083 | -12,01 | ||||
| 2026-04-07 | 13F | Financially Speaking Inc | 34 | -99,99 | 1 | -100,00 | ||||
| 2026-02-06 | 13F | Cvfg Llc | 16.032 | 0,00 | 523 | 2,15 | ||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 641.395 | 1,10 | 20.922 | 3,35 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 14.748 | -2,64 | 430 | -13,16 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 377.466 | 7,12 | 10.996 | -4,34 | ||||
| 2025-10-28 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 133.405 | 74,10 | 4.352 | 77,96 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 49.256 | -1,80 | 1.435 | -12,35 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 1.528.494 | -1,66 | 49.859 | 0,53 | ||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 11.430 | 26,09 | 373 | 28,72 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 194.993 | -28,03 | 5.680 | -28,38 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 28.665 | 0,78 | 835 | -9,92 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 64.648 | 1,76 | 1.883 | -9,12 | ||||
| 2025-11-13 | 13F | VGI Partners Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 382.955 | -5,52 | 11.155 | -15,63 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 8.856 | 123,41 | 289 | 128,57 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 10.572.063 | 5,43 | 344.861 | 7,78 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 13.794 | -83,34 | 440 | -82,06 | ||||
| 2026-01-27 | 13F | Members Advisory Group LLC | 612.202 | -20,52 | 19.970 | -18,75 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 55 | 0,00 | 2 | 0,00 | ||||
| 2026-01-22 | 13F | K2 Financial Inc. | 61.924 | 1,54 | 2.024 | 3,64 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Kiley Juergens Wealth Management, Llc | 62.159 | 18,55 | 2.028 | 21,16 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 174.423 | -18,38 | 5.081 | -27,13 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 766 | 0,13 | 22 | -8,33 | ||||
| 2026-04-22 | 13F | Mid-American Wealth Advisory Group, Inc. | 7.152 | 0,00 | 233 | 0,00 | ||||
| 2026-02-09 | 13F | Hartline Investment Corp/ | 7.902 | 0,00 | 258 | 1,98 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 35.976 | -1,18 | 1.174 | 1,03 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 802 | 0,00 | 26 | 4,00 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 147.374 | 30,08 | 4.807 | 32,97 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 16.023 | -8,70 | 523 | -2,43 | ||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 186.648 | 7,15 | 6.088 | 9,54 | ||||
| 2026-02-02 | 13F | Planning Center, Inc. | 32.112 | -0,85 | 1.047 | 1,36 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 714.000 | -3,09 | 23.291 | 8,22 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 65.555 | -1,34 | 1.910 | -11,91 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 6.078 | -0,25 | 198 | 2,06 | ||||
| 2026-01-22 | 13F | ETF Store, Inc. | 13.541 | 0,38 | 442 | 2,56 | ||||
| 2026-02-06 | 13F | Paradigm Capital Management, LLC/NV | 52.366 | 12,89 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 19.700 | 3,55 | 574 | -7,58 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 18.775 | -86,02 | 612 | -85,71 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 9.790 | 0,02 | 285 | -10,66 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 136.783 | 1,53 | 4.462 | 3,77 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 145.273 | 0,47 | 4.739 | 2,69 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 34.545 | -33,52 | 1.130 | -31,85 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 45 | -99,98 | 1 | -99,99 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 134.230 | 2,76 | 3.910 | -8,22 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 199.783 | 17,18 | 6.517 | 19,78 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1.927 | 0,00 | 56 | -9,68 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 1.171.510 | 4,63 | 38.215 | 6,96 | ||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 8.204 | 268 | ||||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 11.508 | 41,10 | 340 | 27,44 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 559.724 | -0,83 | 18.258 | 1,38 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 351.473 | -2,65 | 11.465 | -0,48 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 1.284.540 | 0,24 | 37.419 | -10,49 | ||||
| 2026-02-13 | 13F | Ingalls & Snyder Llc | 7.100 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 45.593 | -0,25 | 1.487 | 1,99 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 2.871 | 52,63 | 84 | 36,07 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 74.059 | 151,01 | 2.416 | -1,31 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 3 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 9.137 | 0,00 | 298 | 2,41 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 33.153 | 116,46 | 1.026 | 110,04 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 225.847 | 4,73 | 7.367 | 7,06 | ||||
| 2026-02-02 | 13F | Payne Capital Management, LLC | 544.158 | -1,06 | 17.750 | 1,15 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 8.319 | -39,56 | 271 | -38,27 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 473.498 | 1,40 | 13.793 | -9,44 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 75.821 | 125,27 | 2.209 | 101,28 | ||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 4.114 | 0,00 | 134 | 2,29 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 813.183 | 20,47 | 26.526 | 23,16 | ||||
| 2026-01-07 | 13F | Significant Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 9.929 | 3,95 | 289 | -7,07 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 177.819 | -18,84 | 5.180 | -28,11 | ||||
| 2026-01-23 | 13F | Avion Wealth | 1.320 | -53,57 | 0 | |||||
| 2026-02-04 | 13F | Midwest Trust Co | 1.763.856 | 12,26 | 57.537 | 14,76 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 18.594 | 2,26 | 607 | 4,48 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 15.713 | 2,10 | 458 | -8,96 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 157.097 | -9,01 | 5.124 | -6,99 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 12.015 | 2,26 | 350 | -8,88 | ||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 12.392 | -6,23 | 408 | -5,57 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 10.921 | -1,92 | 356 | 0,28 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 36.276 | 0,00 | 1.057 | -10,66 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 734.740 | 4,14 | 21.403 | -7,00 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 9.279 | 2,67 | 270 | -8,16 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 23.177 | -19,72 | 675 | -28,27 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 631.520 | 74,89 | 20.600 | 78,79 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 191.743 | 4,88 | 5.585 | -6,34 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 224.865 | 0,10 | 7.335 | 2,33 | ||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 9.121 | 298 | ||||||
| 2026-04-20 | 13F | City State Bank | 386 | 39,86 | 11 | 22,22 | ||||
| 2025-11-14 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 328.361 | 0,26 | 10.366 | 2,49 | ||||
| 2026-01-28 | 13F | Cambridge Capital Management, Llc | 169.530 | 0,85 | 5.530 | 3,09 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 572.404 | 7,88 | 16.674 | -3,66 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 62 | -91,55 | 2 | -91,30 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 82 | -97,59 | 3 | -98,15 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 10.585 | 5,38 | 345 | 17,75 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 4.998 | 0,14 | 146 | -10,49 | ||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 480 | 0,00 | 16 | 0,00 | ||||
| 2026-01-20 | 13F | Advocate Group Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 1.234 | 0,00 | 40 | 2,56 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 9.490 | 0,00 | 312 | 0,97 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 51.765 | 1.689 | ||||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 590.204 | -0,73 | 17.193 | -11,35 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 1.798.863 | 79,34 | 52.401 | 60,15 | ||||
| 2026-01-14 | 13F | Youngs Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 105.376 | -4,01 | 3.437 | -1,88 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 24.019 | 784 | ||||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 169.342 | -2,72 | 4.933 | -13,14 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 25.536 | -0,19 | 744 | -10,91 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 2.336.825 | 7,21 | 76.227 | 9,60 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 9.464 | 0,00 | 309 | 0,00 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 81.742 | 0,08 | 2.666 | 2,30 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 9.036 | -3,71 | 267 | -13,07 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 112.708 | 0,25 | 3.677 | 2,48 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 26.417 | -1,61 | 862 | 0,58 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 61.483 | 30,54 | 2.006 | 33,49 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 220.575 | 7,15 | 6.425 | -4,32 | ||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 27.939 | -0,30 | 911 | 1,90 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 13.065 | -37,38 | 381 | -44,12 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 108.656 | -64,34 | 3.544 | -63,55 | ||||
| 2026-01-26 | 13F | Invested Advisors | 17.786 | 45,06 | 580 | 68,12 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 347.320 | 2,96 | 10.117 | -8,05 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 854.002 | 3,18 | 27.858 | 5,48 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 51.496 | 4,07 | 1.680 | 6,33 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 10.269 | -2,31 | 335 | -0,30 | ||||
| 2026-02-11 | 13F | Invst, LLC | 1.032.830 | 5,49 | 33.691 | 7,84 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 1.520 | 70,79 | 50 | 75,00 | ||||
| 2026-04-22 | 13F | Motco | 8.991 | 1.543,69 | 262 | 1.435,29 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 14.890.934 | 2,58 | 485.742 | 4,86 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 11.788 | 7,62 | 343 | -3,92 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 14.956 | -5,69 | 436 | -15,86 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 50.491 | 0,16 | 1.647 | 2,43 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 73.910 | 3,75 | 2.411 | 6,03 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 1.019.684 | -8,01 | 33.262 | -5,96 | ||||
| 2026-02-12 | 13F | ROSS\JOHNSON & Associates LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 914.514 | 0,88 | 29.831 | 3,12 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 21.661 | 89,28 | 631 | 68,90 | ||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 534.982 | 3,91 | 17.451 | 6,22 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 320.196 | -1,41 | 9.327 | -11,96 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 17.133 | 0,09 | 559 | 2,20 | ||||
| 2026-01-23 | 13F | Burney Co/ | 11.468 | 0,00 | 374 | 2,47 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 371.318 | 7,15 | 10.816 | -4,32 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 5.589 | 7,40 | 163 | -4,14 | ||||
| 2026-02-17 | 13F | Fmr Llc | 518.217 | 9,66 | 16.904 | 12,11 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 20.390 | 0,16 | 665 | 2,47 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 130.863 | 36,95 | 3.812 | 22,30 | ||||
| 2026-02-12 | 13F | Hohimer Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Triton Wealth Management, PLLC | 1.495.238 | -7,54 | 46.846 | -13,60 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 122.860 | 3,32 | 4.008 | 5,61 | ||||
| 2026-02-17 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 6.451 | 210 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 4.465 | -2,08 | 130 | -12,16 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 154.587 | -1,26 | 5 | 25,00 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 113.091 | -1,18 | 3.689 | 1,04 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.153 | 0,00 | 38 | 2,78 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 71.659 | 1,09 | 2.087 | -9,73 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 573.896 | 18.748 | ||||||
| 2026-02-10 | 13F | One Capital Management, LLC | 419.379 | -7,85 | 13.680 | -5,80 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 462.475 | 2,42 | 13.472 | -8,54 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 42.766 | -8,58 | 1.246 | -18,41 | ||||
| 2026-02-06 | 13F | Integral Investment Advisors, Inc. | 56.025 | 1.828 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 18.529 | 73,92 | 604 | 78,17 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 120.494 | -0,40 | 3.931 | 1,81 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 300 | 0,00 | 10 | 0,00 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 4.032 | 0,12 | 117 | -10,69 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1.554 | 0,84 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 208.433 | -1,79 | 6.799 | 0,40 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 242.210 | 3,81 | 7.901 | 6,13 | ||||
| 2026-02-03 | 13F | Mokosak Advisory Group, LLC | 1.177.961 | 1,16 | 38.426 | 3,41 | ||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 617.691 | 2,09 | 20.149 | 4,37 | ||||
| 2026-02-11 | 13F | Vaughan David Investments Inc/il | 9.698 | 0,06 | 0 | |||||
| 2026-02-12 | 13F | Parsonex Advisory Services, Inc. | 150.531 | -0,30 | 4.910 | 1,93 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 34.627 | 0,00 | 1.130 | 2,26 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 379.261 | 70,72 | 12.372 | 74,53 | ||||
| 2026-02-17 | 13F | Tannin Capital LLC | 10.123 | 330 | ||||||
| 2026-04-09 | 13F | Lantz Financial LLC | 16.052 | 0,00 | 468 | -10,71 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 108.289 | 0,93 | 3.532 | 3,18 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 177.699 | 37,02 | 5.797 | 40,07 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 15.668 | -8,44 | 1 | |||||
| 2026-02-13 | 13F | Commerce Bank | 26.012 | 3,42 | 849 | 5,74 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 2.847.963 | 45,28 | 92.901 | 48,51 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 564.995 | -11,24 | 18.430 | -9,26 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 21.062 | -3,07 | 614 | -13,42 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Mosley Wealth Management | 504 | 16 | ||||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 12.244 | 0,00 | 357 | -10,78 | ||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 543.716 | -0,64 | 17.736 | -0,05 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 852.088 | 29,13 | 27.795 | 32,00 | ||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 6.948 | -12,01 | 227 | -9,96 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 122.387 | 3.992 | ||||||
| 2026-04-27 | 13F | Moneywise, Inc. | 16.354 | -4,75 | 476 | -15,00 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 532.783 | 394,23 | 15.520 | 341,38 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 365.164 | -4,70 | 11.912 | -2,58 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 20.499 | -0,00 | 597 | -10,63 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 3.770 | 96,25 | 110 | 75,81 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concord Wealth Partners | 4.006 | 0,00 | 131 | 2,36 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 189.887 | 4,33 | 6.194 | 6,66 | ||||
| 2025-11-03 | 13F | Paragon Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 322.841 | -4,05 | 9.404 | -14,32 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 229.943 | -2,92 | 7.501 | -0,77 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 7.323 | 0,00 | 213 | -10,50 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 199.420 | -20,84 | 6.505 | -19,08 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 13.288 | 0,10 | 433 | 2,36 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 96.208 | 4,79 | 2.803 | -6,41 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 1.631.361 | 47.522 | ||||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 41.429 | 0,44 | 1.351 | 2,66 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 425.210 | 4,03 | 12.386 | -7,10 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 8.689 | 1,82 | 253 | -8,99 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 84.070 | 2,22 | 2.742 | 4,50 | ||||
| 2026-01-09 | 13F | Capital CS Group, LLC | 104.325 | 4,05 | 3.403 | 6,38 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 53.059 | 1.731 | ||||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 63.343 | -21,22 | 2.066 | -19,45 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 35.212 | 2,98 | 1.026 | -7,99 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 10.817 | 11,46 | 315 | |||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 729.456 | 1,27 | 23.795 | 3,52 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 4.061.494 | -1,12 | 118.311 | -11,70 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 850.062 | -0,12 | 24.762 | -10,80 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 460 | 0,00 | 13 | -13,33 | ||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 25.786 | 0,04 | 841 | 2,31 | ||||
| 2026-04-08 | 13F | JBR Co Financial Management Inc | 52.081 | 0,00 | 1.699 | 0,00 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 382.365 | 5,48 | 11.138 | -5,80 | ||||
| 2026-04-27 | 13F | Adams Asset Advisors, LLC | 41.598 | -14,73 | 1.212 | -23,88 | ||||
| 2026-04-13 | 13F | Trust Co | 2.685 | 60,39 | 78 | 44,44 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 1.060.077 | -3,36 | 34.442 | -1,60 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 39.784 | 1.298 | ||||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 106.746 | 4,03 | 3.482 | 6,35 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 10.100 | 329 | ||||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 121 | 4 | ||||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 69.871 | -1,79 | 2.279 | 0,40 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 15.094 | -0,54 | 458 | -7,47 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 336 | 10 | ||||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 17.067.494 | 6,48 | 556.742 | 8,85 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 50.975 | 1.663 | ||||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 31.536 | 2,31 | 1.029 | 4,58 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 15.771 | 34,99 | 459 | 20,47 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 259.882 | -1,84 | 8.477 | 0,34 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 4.000 | -8,34 | 130 | -6,47 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 45.498 | 76,10 | 1.484 | 80,10 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 81.492 | -2,60 | 2.658 | -0,41 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 92.069 | 0,91 | 3.003 | 3,16 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 16.960.267 | 10,22 | 553.244 | 12,67 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 82.473 | -2,28 | 2.402 | -12,72 | ||||
| 2026-04-17 | 13F | ZynergyRetirementPlanningLLC | 15.250 | -8,83 | 444 | -18,53 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 30.759 | 0,36 | 938 | -7,40 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 274.945 | -0,04 | 8.969 | 2,18 | ||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 173.395 | 5.656 | ||||||
| 2026-04-15 | 13F | Define Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Coastwise Capital Group, LLC | 12.161 | -0,11 | 397 | 2,06 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 229.600 | 37,12 | 7.490 | 40,16 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 1.374.716 | 2,69 | 44.843 | 4,98 | ||||
| 2026-02-11 | 13F | Paragon Private Wealth Management, LLC | 35.824 | -1,76 | 1.169 | 0,43 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 245.760 | 6,28 | 7.159 | -5,09 | ||||
| 2026-02-11 | 13F | HC Advisors, LLC | 253.826 | 10,46 | 8.280 | 12,92 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 45.588 | -6,28 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 33.409 | 17,22 | 973 | 4,74 | ||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 11.525 | -1,33 | 376 | 0,81 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 483 | 0,00 | 14 | -6,67 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 210.151 | -0,12 | 6.855 | 2,10 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 11.129 | 9,48 | 324 | -2,11 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 16.183 | 0,04 | 528 | 2,13 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 657 | 0,00 | 19 | -9,52 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 174.033 | 0,61 | 5.070 | -10,16 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 4.592 | -88,04 | 150 | -87,83 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 1.516 | 49 | ||||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 44.506 | -0,91 | 1.296 | -11,54 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 178.174 | -0,36 | 5.190 | -11,01 | ||||
| 2026-01-28 | 13F | Juno Financial Group LLC | 410.137 | 13.379 | ||||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 234 | 8 | ||||||
| 2026-02-13 | 13F | Islay Capital Management, Llc | 33.858 | 0,00 | 1.104 | 2,22 | ||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 354.388 | 2,79 | 11.560 | 5,08 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 1.556.145 | -1,87 | 50.761 | 0,31 | ||||
| 2026-02-09 | 13F | Diversified Investment Strategies, LLC | 11.036 | 0,00 | 360 | 1,99 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 4.129 | -2,34 | 135 | 0,00 | ||||
| 2026-03-09 | 13F/A | CI Private Wealth, LLC | 294.883 | 131,51 | 9.621 | 136,74 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 9.933 | 27,95 | 324 | 31,17 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 518.474 | -3,34 | 16.913 | -1,19 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 5.184 | 634,28 | 152 | 590,91 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 19.720 | 0,00 | 574 | -10,73 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 921 | 0,00 | 27 | -13,33 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 133.121 | -6,03 | 3.878 | -16,08 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 253.410 | 2,00 | 8.266 | 4,28 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 34.034 | -8,12 | 991 | -17,96 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 11.321 | -0,29 | 330 | -11,08 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 201 | 7 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 16.040 | -0,89 | 467 | -11,39 | ||||
| 2026-02-05 | 13F | Prudent Investors Network | 32.584 | 27,26 | 1.063 | 29,99 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 127.883 | 6,90 | 4.172 | 9,27 | ||||
| 2026-04-21 | 13F | Aull & Monroe Investment Management Corp | 7.889 | 7,60 | 230 | -4,18 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 9.936 | 0,00 | 324 | 2,21 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 10.945 | 39,94 | 357 | 43,37 | ||||
| 2026-02-09 | 13F | Robinson Smith Wealth Advisors Llc | 66.924 | -10,93 | 2.183 | -8,93 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 77.214 | -2,20 | 2.249 | -12,66 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 14 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 1.895 | 0,00 | 62 | 1,67 | ||||
| 2026-02-10 | 13F | Ascension Capital Advisors, Inc. | 11.136 | 1,09 | 363 | 3,42 | ||||
| 2025-10-31 | 13F | CFS Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 16.892 | 0,02 | 497 | -10,47 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 15.213 | 10,50 | 424 | 14,95 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 712.988 | 9,93 | 20.769 | -1,83 | ||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 79.048 | 2.579 | ||||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 10.019 | 2,29 | 292 | -8,78 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 740.884 | 26,18 | 24.168 | 28,99 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 1.012.395 | -4,56 | 33.024 | -2,43 | ||||
| 2026-02-11 | 13F | Athena Investment Management | 128.302 | 0,12 | 4.185 | 2,35 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 12.492 | 4,10 | 364 | -7,16 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 16.500 | 117,11 | 538 | 122,31 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 115.700 | -33,12 | 3.774 | -31,63 | |||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 497.883 | 1,24 | 14.503 | -9,59 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 57.358 | 14,68 | 1.871 | 17,30 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 12.405 | 5,89 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 6.783.933 | 54,11 | 221.292 | 57,54 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 104.539 | 10,98 | 3.410 | 12,84 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 170.715 | 12,69 | 5.569 | 15,18 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 3.055 | 100 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 81.897 | 7,54 | 2.386 | -3,99 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 482.490 | 1,23 | 15.739 | 3,48 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 6.993 | 0,00 | 228 | 2,24 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 96.452 | -8,90 | 3.146 | -6,87 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 14.616 | 0,05 | 426 | -10,71 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 8.369.417 | 2,91 | 273.010 | 5,20 | ||||
| 2026-01-21 | 13F | Persium Advisors, LLC | 786.524 | -0,15 | 25.656 | 2,07 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 613.001 | 0,00 | 19.996 | 0,00 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 475.976 | 57,69 | 15.526 | 61,21 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 6.334 | 185 | ||||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 28.567 | 1,06 | 832 | -9,76 | ||||
| 2026-02-17 | 13F | Insight Wealth Partners, LLC | 40.755 | -4,26 | 1.329 | -2,14 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 25.543 | -2,28 | 1 | |||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 50.648 | 0,00 | 1.652 | 2,23 | ||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 140.825 | -1,39 | 4.594 | 0,79 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 632.887 | 33,63 | 18.436 | 19,33 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.062.326 | 6,45 | 31 | -6,25 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 930.933 | -1,83 | 27.098 | -10,70 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 36 | 0,00 | 1 | 0,00 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 83.609 | -2,21 | 2.727 | -0,04 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 1.776.112 | 2,50 | 57.937 | 4,78 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 1.291.337 | 63,60 | 37.617 | 46,10 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 23.212 | 0,00 | 757 | 2,30 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 14.216 | 0,00 | 464 | 2,21 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 92.063 | 2,70 | 2.682 | -8,31 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 45.714 | 41,00 | 1.332 | 25,92 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 13.373 | -2,42 | 390 | -12,98 | ||||
| 2026-02-03 | 13F | Indie Asset Partners, LLC | 64.224 | 0,00 | 2.095 | 2,20 | ||||
| 2026-02-13 | 13F | Vestwell Advisors, LLC | 40.706 | 9,17 | ||||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 206.642 | 6.741 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 4.916 | 0,08 | 160 | 2,56 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 68.494 | -9,47 | 2.234 | -7,46 | ||||
| 2026-01-30 | 13F | Smart Portfolios, LLC | 28.870 | -0,35 | 942 | 1,84 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 17.605.054 | 5,29 | 574.033 | 7,62 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 25.223 | 823 | ||||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 1.626.488 | -0,12 | 47.380 | -10,81 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 34.905 | -4,43 | 1.017 | -14,69 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 14.305 | 8,08 | 417 | -3,48 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 328.346 | -0,79 | 10.711 | 1,42 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 7.117 | 0,00 | 207 | -10,78 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 34.800 | 96,61 | 1.135 | 101,24 | |||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 114.400 | 83,33 | 3.732 | 87,39 | |||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 17.424 | 9,41 | 568 | 11,81 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 3.904 | 127 | ||||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 129.510 | 0,00 | 3.485 | 2,17 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 3.276 | 0,24 | 95 | -10,38 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 5.396 | -41,67 | 176 | -40,34 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Alpha Capital Advisors Inc /adv | 87.774 | 2.879 | ||||||
| 2026-02-17 | 13F | Wealthedge Investment Advisors, Llc | 166.861 | -3,87 | 5.443 | -1,72 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 11.104 | 1,80 | 323 | -9,01 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 1.653 | 48 | ||||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 29.459 | 7,70 | 858 | -3,81 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 1.776 | 0,00 | 54 | -7,02 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 36.391 | 16,27 | 1.060 | 3,82 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 580 | 0,00 | 19 | 0,00 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 54.115 | -5,76 | 1.576 | -15,86 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 6.986 | 0,00 | 204 | -10,57 | ||||
| 2026-01-26 | 13F | Baxter Bros Inc | 6.225 | -4,23 | 203 | -1,93 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 668.849 | 8,76 | 22 | 10,53 | ||||
| 2025-11-07 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | First National Trust Co | 9.665 | -15,71 | 315 | -13,70 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 137.325 | -1,11 | 4.480 | 0,25 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 80.156 | 2.615 | ||||||
| 2026-04-15 | 13F | Asio Capital, LLC | 13.716 | 0,00 | 400 | -10,74 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 290 | -59,38 | 9 | -59,09 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 60.656 | 1,88 | 1.979 | 4,16 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 60.311 | 0,00 | 1.967 | 2,23 | ||||
| 2026-04-24 | 13F | GPM Growth Investors, Inc. | 395.795 | 1,41 | 11.530 | -9,44 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 12.345 | 360 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 526.013 | 10,18 | 15.323 | -1,61 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 18.198 | -16,75 | 594 | -14,92 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 51.074 | 0,00 | 1.666 | 0,00 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 1.927.577 | 0,61 | 62.878 | 2,85 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 3.760 | 0,00 | 123 | 2,52 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 16.000 | 0,00 | 522 | 2,16 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 155.384 | 1,84 | 4.526 | -9,06 | ||||
| 2026-04-22 | 13F | Cornerstone Enterprises, Llc | 23.600 | -6,05 | 687 | -16,12 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 76 | 2 | ||||||
| 2026-02-03 | 13F | Manske Wealth Management | 14.938 | 0,93 | 487 | 3,18 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 616 | 0,65 | 18 | -10,53 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 248 | 0,00 | 8 | 14,29 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 385 | 0,00 | 11 | -8,33 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 685.032 | -15,12 | 19.955 | -24,20 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brightwater Advisory LLC | 9.411 | 1,65 | 307 | 3,73 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 134.396 | 15,91 | 4.384 | 18,46 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 518.168 | -5,07 | 16.907 | -2,93 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 28 | 1 | ||||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 22.882 | 5,32 | 667 | -5,93 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 11.525 | -1,27 | 336 | -11,84 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 13.104 | -38,89 | 427 | -37,57 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 4.266.763 | 0,53 | 124.291 | -10,22 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 2.284 | 0,13 | 71 | -5,41 | ||||
| 2026-02-17 | 13F | D L Carlson Investment Group Inc | 15.354 | -11,47 | 501 | -9,58 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 67.014 | 23,23 | 2.186 | 25,94 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 1.058.587 | -3,49 | 33.780 | 5,43 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 62.165 | 13,23 | 2.028 | 15,76 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 290.712 | -0,22 | 9.485 | 2,01 | ||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 241.264 | -0,10 | 7.870 | 2,13 | ||||
| 2026-02-13 | 13F | Capital Square, LLC | 39.742 | 5,45 | 1.296 | 7,82 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 32.061 | 23,19 | 1.003 | 17,19 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 57.444 | 1.874 | ||||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 360 | -80,12 | 11 | -78,85 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 27.856 | 9,06 | 909 | 11,41 | ||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 317.456 | 4,03 | 10.355 | 6,35 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 8.546.544 | 1,84 | 278.788 | 4,11 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 12.173 | 0,00 | 397 | 2,32 | ||||
| 2026-01-26 | 13F | Grandview Asset Management LLC | 7.498 | 0,08 | 245 | 2,09 | ||||
| 2026-02-10 | 13F | Elgethun Capital Management | 104.946 | -0,12 | 3.423 | 2,09 | ||||
| 2026-02-13 | 13F | Kane Investment Management, Inc. | 147.852 | -3,60 | 4.823 | -1,47 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 9 | -10,00 | 0 | |||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 67.988 | 10,42 | 1.980 | -1,39 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 56.849 | -3,93 | 1.656 | -14,25 | ||||
| 2026-02-10 | 13F | Ted Buchan & Co | 11.976 | 0,00 | 391 | 2,09 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 22.429 | -20,33 | 653 | -28,87 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 73.434 | -0,66 | 2.395 | 1,57 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 411.190 | 0,92 | 11.978 | -9,89 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 251.240 | 0,88 | 7.776 | -4,30 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 9.633 | 12,84 | 314 | 15,44 | ||||
| 2026-02-13 | 13F | Tudor Financial Inc. | 6.827 | 0,00 | 223 | 2,30 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 150.217 | 6,97 | 4.900 | 9,35 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 393.448 | -44,39 | 12.834 | -43,16 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 855.529 | -1,24 | 24.922 | -11,81 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 82.953 | 8,10 | 2.416 | -3,48 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 26.182 | -0,58 | 854 | 1,67 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | Put | 93 | -10,58 | |||||
| 2026-02-13 | 13F | McAdam, LLC | 7.256.974 | 3,46 | 236.722 | 5,76 | ||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 488.206 | -22,35 | 15.925 | -20,63 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 9.445.586 | -2,15 | 308.153 | 0,05 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 3.072.993 | 13,72 | 89.516 | 1,55 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 10.938 | -62,64 | 357 | -62,21 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 1.964 | -13,37 | 64 | -11,11 | ||||
| 2026-01-20 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Lathrop Investment Management Corp | 8.383 | 30,98 | 0 | |||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 668.061 | 2,98 | 19.461 | -8,04 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 30.428 | -9,92 | 993 | -7,89 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 63.321 | -2,63 | 1.845 | -13,06 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 373.683 | 0,05 | 12.190 | 2,27 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 375.933 | 32,88 | 10.951 | 18,66 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 51.359 | 21,94 | 1.675 | 24,72 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 15.549 | 9,45 | 453 | -2,38 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 39.597 | 16,22 | 1.153 | 3,78 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 9.664 | 0,00 | 282 | -10,79 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 47.085 | -11,91 | 1.536 | -9,97 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 319.126 | 76,47 | 9.296 | 58,85 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 252 | 1,20 | 8 | 14,29 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 3.594.993 | 3,22 | 104.722 | -7,82 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 1.557.983 | 5,26 | 50.821 | 7,48 | ||||
| 2026-02-05 | 13F | Arbor Trust Wealth Advisors, Llc | 334.413 | -1,67 | 10.909 | 0,52 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 574.679 | -4,83 | 18.746 | -2,71 | ||||
| 2026-01-27 | 13F | Ring Mountain Capital, LLC | 375.010 | -0,62 | 12 | 0,00 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 146.435 | 4.777 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 750 | 0,27 | 22 | -12,50 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 971.697 | 52,49 | 31.697 | 55,88 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 8.654 | 282 | ||||||
| 2026-01-22 | 13F | Wealth Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 29.050 | 99,37 | 948 | 104,09 | ||||
| 2026-02-12 | 13F | Investment Research Partners LLC | 14.067 | 0,00 | 459 | -3,17 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 14.065 | 208,38 | 410 | 176,35 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 217.797 | -44,53 | 6.344 | -50,46 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 127.419 | 5,53 | 3.712 | -5,76 | ||||
| 2026-02-12 | 13F | Signet Investment Advisory Group, Inc. | 61.553 | -7,88 | 2.008 | -5,86 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 27.274 | 122,21 | 890 | 127,37 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 214.986 | -0,71 | 7.013 | 1,49 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 299.870 | 1,05 | 8.735 | -9,76 | ||||
| 2026-02-03 | 13F | Vectors Research Management, LLC | 14.100 | 0,00 | 460 | 2,23 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 217.256 | -0,95 | 6.329 | -11,55 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 12.676 | 62,43 | 414 | 65,86 | ||||
| 2026-02-06 | 13F | Check Capital Management Inc/ca | 9.800 | 0,00 | 320 | 2,24 | ||||
| 2026-04-20 | 13F | Eagle Capital Management, LLC | 154.159 | -14,13 | 4 | -20,00 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 7.758 | -20,23 | 253 | -18,39 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 1.712 | 0,00 | 55 | 8,00 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 315.675 | 2,80 | 10.297 | 5,09 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 170.645 | -4,72 | 4.971 | -14,93 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | FinDec Wealth Services, Inc. | 386.112 | -6,29 | 12.595 | -4,21 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 11.613 | -3,23 | 379 | -1,05 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 53.266 | -25,70 | 1.552 | -33,66 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 22.154 | 0,01 | 645 | -10,66 | ||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 10.461 | -84,23 | 341 | -84,24 | ||||
| 2026-01-29 | 13F | Dumont & Blake Investment Advisors Llc | 26.213 | -2,20 | 1 | -100,00 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 53.913 | 4,22 | 1.759 | 6,55 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 17.098 | 0,13 | 498 | -10,59 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 524.137 | -8,54 | 15.268 | -18,32 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 8.328 | 0,00 | 272 | 2,26 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 9.189 | -13,16 | 300 | -11,28 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 26.633 | 776 | ||||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 68.306 | -1,22 | 2.228 | 1,00 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 360.184 | -12,97 | 11.749 | -11,03 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 194.063 | -1,70 | 6.330 | 0,49 | ||||
| 2026-01-21 | 13F | Alliance Wealth Management Group | 102.171 | -0,02 | 3.333 | 2,18 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 182.730 | -1,06 | 5.323 | -11,65 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 10.248 | 0,00 | 334 | 2,14 | ||||
| 2026-01-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 23.039 | 5,66 | 752 | 8,06 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 107 | -99,78 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 57.438 | 1,36 | 1.874 | 3,60 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 49.220 | -0,63 | 1.434 | -11,27 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 11.756 | -0,01 | 383 | 2,13 | ||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 41.102 | 0,00 | 1.341 | 2,21 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 61.667 | 4,70 | 1.796 | -6,51 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 7.840 | 19,15 | 256 | 55,49 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 179.159 | 9,57 | 5.219 | -2,16 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 73.756 | 0,00 | 2.406 | 0,00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 21.899 | 76,63 | 714 | 80,76 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 8.076 | 0,00 | 235 | -10,65 | ||||
| 2026-04-21 | 13F | Yoffe Investment Management, LLC | 13.824 | 0,00 | 403 | -10,67 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 101.562 | -14,52 | 2.959 | -23,66 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 170.364 | 4,22 | 4.963 | -6,94 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 154.829 | -0,45 | 5.051 | 1,75 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 8.025 | 18,01 | 262 | 20,83 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 11.190 | -19,70 | 326 | -28,41 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 46.362 | 14,88 | 1.512 | 17,39 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 158.122 | -1,57 | 4.606 | -12,10 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 1.893 | -96,44 | 62 | -96,40 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 41.573 | 5,25 | 1.211 | -5,98 | ||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 132.677 | 2,70 | 4.328 | 4,97 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 1.600 | 0,00 | 52 | 1,96 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 1.551 | 45 | ||||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 1.849.921 | 1,58 | 60.344 | 3,84 | ||||
| 2026-02-05 | 13F | Granite Bay Wealth Management, LLC | 15.011 | -1,48 | 490 | 0,62 | ||||
| 2026-02-09 | 13F | Ciovacco Capital Management LLC | 106.782 | 2,60 | 3.483 | 4,88 | ||||
| 2026-02-06 | 13F | Plan A Wealth LLC | 9.838 | 0,11 | 321 | 2,24 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3.413.376 | -6,40 | 99 | -16,10 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 103.553 | 0,07 | 3.016 | -10,64 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 265.472 | 1,08 | 7.733 | -9,74 | ||||
| 2026-02-12 | 13F | Umpqua Bank | 10.740 | 0,00 | 350 | 2,34 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 31.838 | -3,48 | 927 | -13,77 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 6.468 | 0,28 | 188 | -10,48 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 92.279 | 0,08 | 2.688 | -10,61 | ||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 432.129 | 1,11 | 12.588 | -9,71 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Nwam Llc | 101.348 | -11,87 | 3.293 | -11,15 | ||||
| 2026-04-13 | 13F | Stolper Co | 16.999 | 85,38 | 2 | |||||
| 2026-04-21 | 13F | Wealth Effects Llc | 13.318 | 0,00 | 388 | -10,83 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 300.942 | 1,15 | 9.895 | 4,64 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Beacon Harbor Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 354.124 | -4,78 | 11.552 | -2,66 | ||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 8.962 | 0,00 | 291 | -1,69 | ||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 15.257 | -34,79 | 444 | -41,81 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 279.546 | 3,46 | 8.143 | -7,72 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 15.594 | 7,60 | 506 | 9,07 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 6.187 | 0,00 | 180 | -10,45 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 52.423 | 0,16 | 1.527 | -10,54 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 2.135.184 | -3,58 | 69.650 | -1,43 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 2.033 | -63,97 | 180 | 9,76 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 458.707 | -0,10 | 13.362 | -10,79 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 1.838 | 0,71 | 54 | -10,17 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 47.925 | -48,69 | 1.396 | -54,17 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 358.136 | -2,31 | 10.432 | -12,76 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 25.277 | 1,14 | 825 | 3,39 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 142.232 | 2,08 | 4.143 | -8,82 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 361.234 | -7,20 | 11.783 | -5,13 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 241.225 | 2,54 | 7.027 | -8,43 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 10.522 | 27,79 | 307 | 14,18 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 54.634 | -5,97 | 1.782 | -3,88 | ||||
| 2026-01-30 | 13F | Financial Life Advisors | 33.702 | -0,42 | 1.099 | 1,85 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 191.964 | 212,92 | 6.262 | 219,93 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 12.622 | 0,00 | 412 | 2,24 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 31.566 | 2,42 | 1.030 | 4,68 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 36.695 | -2,26 | 1.197 | -0,17 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 304 | -66,37 | 10 | -67,86 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 8.511 | 2,67 | 248 | -8,52 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 11.131 | 0,00 | 324 | -10,74 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 1.815 | 0,11 | 59 | 3,51 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 37.744.872 | 9,36 | 1.231.238 | 11,79 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 634.931 | 491,20 | 20.711 | 504,35 | ||||
| 2026-01-29 | 13F | IMC-Chicago, LLC | 20.142 | -19,59 | 657 | -17,77 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 255.996 | 2.228,72 | 8.351 | 2.285,71 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 10.298 | 6,97 | 300 | -4,78 | ||||
| 2026-01-30 | 13F | Joseph Group Capital Management | 116.191 | -8,43 | 3.790 | -6,40 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 14.128 | -51,83 | 412 | -57,01 | ||||
| 2026-02-17 | 13F | Creative Planning | 4.214.539 | 112,95 | 137.478 | 117,69 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 9.570 | -1,01 | 312 | 1,30 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 1.033.152 | 1,63 | 33.701 | 3,89 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 8.253 | 0,00 | 269 | 2,28 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 41.571 | -13,75 | 1.356 | -11,78 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 9.617 | 0,00 | 280 | -10,54 | ||||
| 2026-01-29 | 13F | UBS Group AG | 2.787.861 | 29,07 | 90.940 | 31,94 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 37.698 | 23,00 | 1.230 | 25,79 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 62.791 | -19,77 | 2.048 | -17,98 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 9.607 | -13,64 | 0 | |||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 1.057.059 | 33,22 | 33.731 | 45,53 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 32.625 | -12,61 | 1 | -100,00 | ||||
| 2026-02-13 | 13F | L2 Asset Management, LLC | 338.738 | 49,10 | 11.050 | 52,42 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 8.083 | 0,00 | 235 | -10,65 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 9.896 | 0,05 | 288 | -10,56 | ||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 10.069 | 4,86 | 328 | 7,19 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 100.351 | -0,36 | 3.273 | 1,87 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 749.659 | 3,67 | 24.454 | 5,98 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Northern Capital Management, Inc. | 1.743.373 | -2,16 | 56.869 | 0,02 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wayfinding Financial, LLC | 8.408 | 0,00 | 0 | |||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 1.912 | 0,00 | 62 | 1,64 | ||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 29.938 | 0,00 | 977 | 2,20 | ||||
| 2026-02-17 | 13F | Stony Point Wealth Management Inc. | 9.910 | -4,76 | 323 | -2,71 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 16.538 | -4,42 | 539 | -2,36 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 7.461 | 217 | ||||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 3.260 | 0,00 | 106 | 1,92 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 495.974 | -3,15 | 16.245 | -0,59 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 13.219 | -5,87 | 385 | -15,94 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 276 | 0,00 | 8 | -11,11 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 18.924 | -0,59 | 551 | -11,13 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 13.999 | -0,06 | 457 | 2,24 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 177.910 | 4,62 | 5.803 | 6,95 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 48.066 | 0,86 | 1.400 | -9,91 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 8.171 | 267 | ||||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 528 | -22,12 | 15 | -31,82 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 74.549 | 26,77 | 2.172 | 13,19 | ||||
| 2026-04-24 | 13F | United Community Bank | 5.600 | 0,00 | 163 | -10,44 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 34.026 | -3,30 | 1.001 | -12,82 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 153.034 | -2,56 | 4.458 | -13,00 | ||||
| 2026-02-17 | 13F | Synergy Financial Group, LTD | 16.985 | -9,10 | 554 | -7,05 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 108.766 | 1,78 | 3.168 | -7,88 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 8.402 | 23,34 | 274 | 26,27 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 8.820.737 | -0,49 | 287.732 | 1,72 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 93.809 | -61,63 | 3.060 | -60,77 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 403.007 | 72,39 | 13.146 | 76,22 | ||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 16.092 | 0,00 | 525 | 2,14 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 20.671 | 93,11 | 674 | 97,65 | ||||
| 2026-03-23 | 13F | J. Derek Lewis & Associates Inc. | 98.286 | 3.206 | ||||||
| 2025-11-07 | 13F | Financial Advisors, LLC | 2.940.881 | -3,43 | 93.844 | 5,50 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 26.908 | 4,35 | 878 | 6,69 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 1.213.888 | 2,58 | 39.597 | 4,86 | ||||
| 2025-11-12 | 13F | Napa Wealth Management | 33.164 | 1.058 | ||||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 7.698 | 0,00 | 251 | 2,45 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 81.847 | 5,39 | 2.384 | -3,79 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 25.759 | 0,00 | 840 | 0,00 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 16.095 | -12,96 | 525 | -11,02 | ||||
| 2026-01-12 | 13F | Hillcrest Wealth Advisors - NY, LLC | 6.640 | 0,00 | 217 | 2,37 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 448 | 0,00 | 15 | 0,00 | ||||
| 2026-02-13 | 13F | Apriem Advisors | 70.114 | -9,62 | 2.287 | -7,60 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 406.534 | 16,29 | 13.261 | 18,88 | ||||
| 2026-01-29 | 13F | Prepared Retirement Institute LLC | 8.419 | -0,26 | 275 | 1,86 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 103.845 | 42,64 | 3.025 | 27,42 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 598.648 | -10,99 | 19.211 | -12,44 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 23.271 | 0,06 | 759 | 2,29 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 7.357 | -5,87 | 214 | -15,75 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 8.989 | 262 | ||||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 9.185 | 0,00 | 268 | -10,70 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 910.065 | 7,73 | 26.510 | -3,79 | ||||
| 2026-01-27 | 13F | Q3 Asset Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 8.928 | 25,43 | 260 | 12,07 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 70 | 0,00 | 2 | 0,00 | ||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 21.118 | 7,58 | 689 | 9,90 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 25.520 | 7,33 | 830 | 9,37 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 25.540 | 38,95 | 833 | 42,15 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 48.589 | -12,47 | 1.415 | -21,82 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 34.700 | 4,14 | 1.132 | 6,40 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Triumph Capital Management | 236 | 0,00 | 8 | 0,00 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 469.427 | -6,84 | 15.313 | -4,76 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 9.468 | -1,79 | 276 | -12,42 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 3.012 | 0,03 | 88 | -11,22 | ||||
| 2026-02-09 | 13F | Gs Investments, Inc. | 29.211 | 0,17 | 953 | 2,37 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 9.725 | 283 | ||||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 8.984 | 0,00 | 293 | 6,93 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 57.644 | 2 | ||||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 5.729.958 | -2,35 | 186.911 | -0,18 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 913.463 | -11,51 | 26.609 | -20,98 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 65 | 1,56 | 847 | 0,59 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 198.680 | 8,50 | 6.481 | 10,90 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 23.344 | -2,40 | 761 | -0,26 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 525.036 | -44,43 | 15.294 | -50,37 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 1.095.746 | 2,13 | 35.743 | 4,41 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 56.450 | 0,01 | 1.644 | -10,70 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 29.927 | 0,00 | 976 | 2,31 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 8.455 | 0,00 | 246 | -10,55 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 15.788 | 0,45 | 460 | -11,22 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 7.583 | -6,77 | 0 | |||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 1.399.024 | 0,70 | 45.636 | 2,94 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 2.120 | 2,51 | 69 | 4,55 | ||||
| 2026-04-10 | 13F | Novem Group | 1.159.380 | 2,55 | 33.773 | -8,42 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 171.654 | 34,20 | 5 | 25,00 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 8.411 | -0,64 | 245 | -11,23 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 52.303 | 4,99 | 1.706 | 7,36 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 9.105 | 1,01 | 297 | 3,48 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 104 | -97,56 | 3 | -97,79 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 301 | 0,33 | 10 | 0,00 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 891.124 | -0,08 | 29.068 | 2,15 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 36.983 | -7,13 | 1.206 | -5,04 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 12.305 | -4,60 | 401 | -2,43 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 28.455 | -7,19 | 928 | -5,11 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 592.508 | 7,68 | 17.260 | -3,84 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 117.518 | 64,76 | 3.833 | 68,41 | ||||
| 2026-02-11 | 13F | Vista Cima Wealth Management LLC | 475.533 | 2,30 | 15.512 | 4,58 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 1.796 | -0,22 | 52 | -10,34 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 179.357 | 2,93 | 5.851 | 5,22 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 176 | 0,00 | 6 | 0,00 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 20.635 | -5,43 | 610 | -14,10 | ||||
| 2026-02-10 | 13F | Vista Private Wealth Partners. LLC | 1.079.625 | 0,00 | 31.536 | 0,00 | ||||
| 2026-02-12 | 13F | Canopy Partners, LLC | 2 | -99,94 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Patrick M Sweeney & Associates, Inc | 13.613 | 0,59 | 444 | 3,02 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 353.427 | 5.417,99 | 10.295 | 4.622,48 | ||||
| 2026-01-21 | 13F | Finer Wealth Management, Inc. | 12.561 | -1,23 | 410 | 0,99 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 23.325 | -4,15 | 679 | -14,38 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 23.155 | 755 | ||||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 84.206 | -0,56 | 2.747 | 1,63 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 106.834 | 107,11 | 3.485 | 111,66 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 16.778 | 2,15 | 489 | -8,79 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 15.792 | 0,00 | 460 | -10,68 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 60.192 | -27,60 | 1.753 | -35,34 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 11.810 | 33,67 | 385 | 37,01 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 101.925 | -56,30 | 3.212 | -57,45 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 328.264 | -1,08 | 9.562 | -11,67 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 105.727 | 0,06 | 3.449 | 2,28 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 3.173.962 | 28,19 | 102.129 | 29,26 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 15.148 | -9,55 | 441 | -19,23 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 472.177 | -4,25 | 15.402 | -2,12 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 7.761 | 226 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 22.659 | -3,20 | 660 | -13,50 | ||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 114.888 | 2,81 | 3.748 | 5,11 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 61.053 | 115,10 | 1.778 | 92,22 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 1.331.813 | 1,24 | 43.444 | 3,49 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 511.830 | -1,20 | 16.696 | 0,99 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 13.466 | -19,14 | 439 | -17,33 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.280 | -61,94 | 42 | -61,68 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 556 | 18 | ||||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 3.117.623 | 0,67 | 90.816 | -10,10 | ||||
| 2026-01-26 | 13F | Atlas Wealth Partners, LLC | 69.439 | 3,01 | 2.265 | 5,30 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 26.727 | 27,90 | 878 | 32,63 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 49.845 | 1,28 | 1.626 | 3,50 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 26.714 | -0,31 | 871 | 1,87 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 590.247 | 18,29 | 17.194 | 5,63 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 96.174 | 9,61 | 2.802 | -2,13 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 48.943 | 1.597 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 6.272 | 205 | ||||||
| 2026-04-07 | 13F | JBGlobal.com LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 6.602.251 | 655,37 | 215.286 | 671,83 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 626.865 | -6,07 | 20.448 | -3,97 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 36.864 | 1,52 | 1.074 | -9,37 | ||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 112.594 | -0,54 | 3.673 | 1,66 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 7.916 | 10,68 | 258 | 13,16 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 21.981 | -2,53 | 717 | -0,42 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 109.048 | 4,66 | 3.557 | 7,01 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 60.171 | -0,68 | 1.963 | 1,50 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 10.498 | 0,40 | 306 | -10,56 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 1.540.446 | -4,01 | 50.249 | -1,87 | ||||
| 2026-02-09 | 13F | NWK Group, Inc. | 11.904 | 0,00 | 388 | 2,37 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 27.978 | -0,81 | 1 | |||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 2.880 | 0,00 | 94 | 2,20 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 46.052 | -1,48 | 1.502 | 0,74 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 90.313 | 1,85 | 2.755 | -4,74 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 205.041 | -1,85 | 5.973 | -12,36 | ||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 89.814 | 245,28 | 2.930 | 252,89 | ||||
| 2026-02-03 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | FIDELIS iM, LLC | 256.045 | 8.352 | ||||||
| 2026-04-14 | 13F | Plancorp, LLC | 18.112 | -4,24 | 553 | -10,39 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 71.837 | 18,62 | 2.093 | 5,92 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 25.394 | -23,32 | 828 | -21,59 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 80.812 | -76,55 | 2.636 | -76,03 | ||||
| 2026-03-02 | 13F | Cfo Capital Management Llc | 20.933 | 683 | ||||||
| 2026-01-21 | 13F | Seascape Capital Management | 11.566 | 0,10 | 0 | |||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 12.553 | -3,98 | 366 | -14,32 | ||||
| 2026-04-09 | 13F | Prota Financial, LLC | 277.933 | -11,93 | 8.096 | -21,35 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 972.092 | -7,50 | 28.317 | -17,39 | ||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 898.289 | -9,85 | 29.302 | -7,84 | ||||
| 2026-02-12 | 13F | Sfam, Llc | 4.514 | 147 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 16.753 | 2,45 | 488 | -8,44 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 63.667 | -0,26 | 1.855 | -10,95 | ||||
| 2026-02-11 | 13F | Private Management Group Inc | 13.720 | 0,07 | 448 | 2,29 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 52.912 | 2,28 | 1.726 | 4,55 | ||||
| 2026-02-12 | 13F | Betterment LLC | 242.522 | 4,84 | 8 | 0,00 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 16.847 | 0,01 | 491 | -10,75 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 11.926 | 18,45 | 389 | 21,18 | ||||
| 2026-02-05 | 13F | Tilson Financial Group, Inc. | 12.420 | 88,15 | 405 | 92,86 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 14.316 | 6,15 | 417 | -5,01 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 147.464 | -28,42 | 4.810 | -26,82 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1.802.481 | 4,09 | 52.506 | -7,05 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 2.509 | 0,00 | 73 | -9,88 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 5.718 | -25,43 | 167 | -33,60 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 8.167 | 238 | ||||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 16.148 | -3,31 | 527 | -1,13 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 413.578 | -7,60 | 13.491 | -5,55 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 24.492 | -4,06 | 799 | -1,97 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 30.706 | 25,83 | 1 | |||||
| 2026-04-02 | 13F | Cassady Wealth & Retirement Planning, LLC | 184.345 | 6.013 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 124.324 | -3,07 | 3.494 | -16,50 | ||||
| 2026-01-26 | 13F | Red Mountain Financial, LLC | 20.722 | 10,92 | 676 | 13,26 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 136.509 | 0,24 | 4.453 | 2,46 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 219.251 | -10,19 | 6.387 | -19,80 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 21.810 | -87,29 | 711 | -87,01 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 187 | -48,19 | ||||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 704.550 | 22.982 | ||||||
| 2026-02-04 | 13F | Bailard, Inc. | 58.524 | 1,23 | 1.909 | 3,52 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 223.439 | -5,61 | 6.509 | -15,72 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 9.744 | -13,65 | 318 | -11,94 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Keenan, LLC | 14.921 | 0,02 | 435 | -10,70 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 400 | 0,00 | 13 | 8,33 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 80 | 3 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 221.094 | 0,09 | 6.440 | -10,62 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 30.330 | -20,45 | 884 | -28,96 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 6.456 | 0,00 | 211 | 1,94 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 8.735 | 0,00 | 254 | -10,56 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 8.990 | 6,95 | 293 | 9,33 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 19.334 | -5,17 | 631 | -3,08 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 172.096 | -0,42 | 5.614 | 1,80 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 314.904 | 44,95 | 10.272 | 48,18 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 19.468 | -9,32 | 635 | -7,30 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 11.769 | -4,54 | 343 | -14,93 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 2.284 | 0,00 | 67 | -10,81 | ||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 39.874 | -0,78 | 1.301 | 1,40 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 52.174 | 1.702 | ||||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 19.595 | 16,30 | 636 | 13,60 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 229.865 | -0,44 | 7.498 | 1,78 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 51.705 | 1.710 | ||||||
| 2026-02-17 | 13F | Steffes Financial, Ltd. | 742.727 | 24.228 | ||||||
| 2026-01-21 | 13F | Martel Wealth Advisors Inc | 463.758 | -3,45 | 15.128 | -1,30 | ||||
| 2025-11-12 | 13F | Pinnacle Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Capital Planning LLC | 788.940 | 0,11 | 25.641 | 1,96 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 105.749 | 0,02 | 3.209 | -7,79 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 19.235 | -9,29 | 627 | -7,25 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 7.143 | 5,25 | 233 | 7,87 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 235.605 | -17,62 | 6.863 | -26,43 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 10.374 | 3,39 | 338 | 5,63 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 2.242.182 | -0,71 | 73.140 | 1,49 | ||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 22.357 | 0,45 | 729 | 2,68 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 24.881 | 725 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 37.799 | 422,88 | 1.101 | 368,51 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 845.631 | 5,72 | 26.984 | 15,49 | ||||
| 2026-04-09 | 13F | Mfg Wealth Management, Inc. | 48.213 | -1,74 | 1.404 | -12,25 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 53.201 | 0,96 | 1.550 | -9,84 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 256.488 | -2,61 | 8.367 | -0,45 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 148.064 | 4.830 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 376 | 12 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 68.218 | 0,02 | 1.987 | -10,66 | ||||
| 2026-04-07 | 13F | Crescent Sterling, Ltd. | 67.663 | 1,75 | 1.971 | -9,13 | ||||
| 2026-02-09 | 13F | Marshall Investment Management, Llc | 13.659 | -1,00 | 446 | 1,14 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 117.170 | 9,42 | 3.822 | 9,42 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 24.862 | -11,81 | 724 | -21,22 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 641.988 | -7,29 | 18.701 | -17,21 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 137.209 | -0,21 | 3.997 | -10,90 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 592.981 | -9,03 | 19.343 | -7,00 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Hrc Wealth Management, Llc | 2.248.063 | -0,96 | 73.332 | 1,25 | ||||
| 2026-02-03 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 25.712 | 102,89 | 749 | 81,11 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 663.580 | 15,62 | 21.646 | 13,50 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 531.813 | 1,83 | 16.800 | 0,80 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 465 | 2,20 | 15 | 7,14 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 75.134 | 0,03 | 2.189 | -10,69 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 12.366 | 0,09 | 403 | 2,28 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 76.004 | 3,56 | 2 | 0,00 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 19.904 | 791,76 | 654 | 819,72 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 1.500 | 49 | ||||||
| 2026-02-13 | 13F | Security National Bank Of So Dak | 49.365 | -0,10 | 1.610 | 2,16 | ||||
| 2026-02-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 660.721 | -1,42 | 21.553 | 0,77 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | City Holding Co | 2.100 | 0,00 | 61 | -10,29 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 7.810 | -10,47 | 228 | -20,07 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 157.027 | -16,92 | 4.574 | -25,81 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 714.694 | -2,26 | 23.313 | -1,41 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 10.688 | 311 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 1.005.061 | 70,84 | 32.785 | 74,65 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 7.118 | 207 | ||||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | ERn Financial, LLC | 8.734 | 38,99 | 254 | 24,51 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 491.091 | -3,00 | 16.019 | -0,84 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 19.860 | 6,05 | 648 | 8,38 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 142.757 | 49,37 | 4.498 | 43,02 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 312.438 | -0,71 | 9.101 | -11,33 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 57.170 | 0,10 | 1.865 | 2,31 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 27.082 | -35,18 | 876 | -35,76 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 70.849 | -3,54 | 2.311 | -1,37 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 8.928 | 277 | ||||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 22.075 | 12,31 | 720 | 14,83 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 190.628 | -7,60 | 5.553 | -17,49 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Fusion Capital, LLC | 39.940 | -0,69 | 1.303 | -2,98 | ||||
| 2026-01-12 | 13F | GenWealth Group, Inc. | 123.039 | -1,34 | 4.041 | 1,53 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 13.406 | -4,43 | 391 | -14,66 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 27.255 | 0,72 | 794 | -10,09 | ||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 7.628 | -3,66 | 249 | -1,59 | ||||
| 2026-02-03 | 13F | Weitzel Financial Services, Inc. | 7.759 | 2,04 | 252 | 4,56 | ||||
| 2026-04-20 | 13F | Meyer Handelman Co | 7.096 | 0,00 | 207 | -10,82 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 11.726.425 | 15,26 | 382.516 | 17,82 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 4.731.526 | -0,64 | 137.829 | -11,27 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 655 | 2,50 | 21 | 5,00 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 16.984 | 0,00 | 495 | -10,83 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 9.368 | -1,58 | 306 | 0,66 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 13 | 0 | ||||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 17.025 | -3,98 | 555 | -1,77 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 95 | 3 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 82.108 | 6,43 | 2.392 | -4,97 | ||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 174.552 | 199,24 | 5.694 | 205,91 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 25 | 0,00 | 1 | |||||
| 2026-01-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 685.587 | -2,28 | 22.364 | -0,11 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Souders Financial Advisors | 673.410 | 0,56 | 21.967 | 2,79 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 648 | 0,00 | 21 | 5,00 | ||||
| 2026-04-07 | 13F | Oasis Advisors, LLC | 440.608 | 14.373 | ||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 43.864 | 1.278 | ||||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 6.133 | 0,02 | 200 | 2,56 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 12 | -78,95 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 34.720 | 0,00 | 1.133 | 2,26 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 3.493 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 33.318 | -5,49 | 971 | -15,58 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 35.188 | 7,92 | 1.148 | 10,29 | ||||
| 2026-02-23 | 13F | Clear Retirement Advice LLC | 28.580 | 888 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 33.331 | -4,05 | 1 | -100,00 | ||||
| 2026-02-09 | 13F | Perissos Private Wealth Management, LLC | 170.953 | 8,74 | 5.577 | 11,16 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 282.311 | 22,82 | 8.224 | 9,67 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 18.162 | -56,18 | 529 | -60,84 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 9.085 | 0,10 | 296 | 2,42 | ||||
| 2026-02-05 | 13F | Macroview Investment Management Llc | 210.084 | -6,55 | 6.853 | -4,48 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 372.605 | -17,54 | 10.854 | -26,37 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Assetmark, Inc | 2.901.375 | -5,93 | 94.643 | -3,84 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 14.484 | 0,10 | 422 | -10,62 | ||||
| 2026-02-10 | 13F | Latko Wealth Management, Ltd. | 196.074 | 31,87 | 6.396 | 34,80 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1.946.533 | 9,39 | 56.703 | -2,32 | ||||
| 2026-01-12 | 13F | PUREfi Wealth, LLC | 14.400 | 0,00 | 470 | 2,18 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 32.156 | 2,26 | 1.049 | 4,49 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 160.983 | 3,17 | 4.689 | -7,86 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 3.912 | 0,05 | 128 | 2,42 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Zacks Investment Management | 12.533 | -5,31 | 409 | -3,32 | ||||
| 2026-01-30 | 13F | Spreng Capital Management, Inc. | 1.011.068 | 0,66 | 32.981 | 2,90 | ||||
| 2026-03-04 | 13F | Stenger Family Office, LLC | 7.718 | 0,00 | 252 | -1,95 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 28.024 | -1,00 | 816 | -11,59 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 144.626 | 1,92 | 4.213 | -8,99 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 71.980 | 0,00 | 2.348 | 2,26 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 26.002 | -12,08 | 757 | -21,47 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 26.428 | 0,33 | 770 | -10,48 | ||||
| 2026-01-26 | 13F | Heritage Wealth Architects, Inc. | 44.578 | -6,43 | 1.440 | -5,26 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 17.033 | -7,23 | 556 | -5,13 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 288.764 | -0,39 | 8.412 | -11,05 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 21.515 | 0,00 | 702 | 2,19 | ||||
| 2026-02-10 | 13F | Goldstein Advisors, LLC | 27.664 | 1,63 | 902 | 3,92 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3.860.376 | -22,10 | 125.925 | 79.599,37 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 49.250 | 0,50 | 1.435 | -10,26 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 170.576 | 4,65 | 4.969 | -6,55 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 51.219 | 24,36 | 1.492 | 11,09 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 831.332 | 4,95 | 24.217 | -6,28 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 1.631.157 | 8,62 | 47.516 | -3,00 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 295.244 | -9,52 | 9.631 | -7,51 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 1.870.926 | 1,97 | 54.500 | -8,94 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 1.186.561 | 1,74 | 38.706 | 4,01 | ||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 12.034 | -3,32 | 393 | -1,26 | ||||
| 2026-04-22 | 13F | RBA Wealth Management, LLC | 23.912 | 1,38 | 697 | -9,36 | ||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 622.555 | -1,88 | 20.308 | 0,30 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 2.586 | 0,00 | 84 | 2,44 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 7.907 | 257 | ||||||
| 2026-04-16 | 13F | Friday Financial | 629.990 | 0,68 | 18.352 | -10,09 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 3.128 | 102 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 537.292 | -1,27 | 15.651 | -12,64 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 500.081 | 4,07 | 14.567 | -7,06 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 1.036.437 | 2,54 | 30.191 | -8,43 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 11.649 | 0,01 | 380 | 2,16 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 170.797 | 1,04 | 5.602 | -1,13 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 15.054 | 1,82 | 491 | 4,25 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 7.992 | 24,35 | 233 | 11,00 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 71.138 | 2.321 | ||||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 35.123 | 8,80 | 1.023 | -2,85 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 42.075 | 2,69 | 1.226 | -8,31 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 1.924.903 | 9,79 | 56.072 | -1,95 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 216.035 | -3,01 | 6.293 | -13,38 |
