Grundlæggende statistik
| Institutionelle ejere | 485 total, 485 long only, 0 short only, 0 long/short - change of -1,81% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7927 % - change of -26,51% MRQ |
| Institutionelle aktier (lange) | 397.921.743 (ex 13D/G) - change of 4,57MM shares 1,16% MRQ |
| Institutionel værdi (lang) | $ 9.889.663 USD ($1000) |
Institutionelt ejerskab og aktionærer
Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF (US:SCHR) har 485 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 397,921,743 aktier. Største aktionærer omfatter Charles Schwab Investment Management Inc, Royal Bank Of Canada, Ameriprise Financial Inc, Stifel Financial Corp, Jpmorgan Chase & Co, Bank Of America Corp /de/, Exchange Traded Concepts, Llc, Cornerstone Wealth Advisors, Inc., Moisand Fitzgerald Tamayo, LLC, and Envestnet Asset Management Inc .
Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF (ARCA:SCHR) 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 20, 2026 is 24,98 / share. Previously, on April 21, 2025, the share price was 24,76 / share. This represents an increase of 0,89% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-28 | 13F | Walker Financial Services, Inc. | 443.050 | 25,19 | 11.112 | 24,94 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 46.543 | 0,21 | 1.159 | -0,43 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 382.811 | 3,35 | 9.601 | 3,14 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 84.178 | 2.097 | ||||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 35.845 | -37,89 | 899 | -38,07 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 28.217 | 0,00 | 708 | -0,28 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 110.766 | -0,38 | 2.778 | -0,57 | ||||
| 2026-02-11 | 13F | Invst, LLC | 10.937 | 274 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 96.482 | -10,64 | 2.420 | -10,84 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 97.823 | 2,11 | 2.437 | 1,42 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 52.780 | -2,85 | 1.315 | -3,52 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 204.474 | 2,12 | 5.128 | 1,93 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 12.986 | 2,48 | 326 | 2,20 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 32.849 | -3,46 | 818 | -4,10 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 3.418.635 | -5,99 | 85.739 | -6,18 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 5.840 | 2,38 | 147 | 2,10 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 309.545 | 27,57 | 7.763 | 27,30 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 14.141 | 31,89 | 352 | 31,34 | ||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 48.049 | 7,59 | 1.205 | 7,40 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 34 | 1 | ||||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 26.054 | 653 | ||||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 3.897.100 | 6,59 | 97.077 | 5,87 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 116 | 0,00 | 3 | 0,00 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 23.912 | 38,43 | 600 | 38,02 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 8.454 | 212 | ||||||
| 2026-02-17 | 13F | Creative Planning | 1.074.779 | -3,92 | 26.955 | -4,12 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 850 | 21 | ||||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 17.504 | 146 | ||||||
| 2026-04-17 | 13F | BCS Wealth Management | 9.057 | -50,18 | 226 | -50,55 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 23.654 | -27,00 | 593 | -27,15 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 216.775 | 12,90 | 5.437 | 12,69 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 40.778 | -4,46 | 1.023 | -4,66 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 2.470.418 | -14,47 | 61.958 | -14,64 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 406.557 | 22,36 | 10.196 | 22,12 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3.435 | 86 | ||||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 45.841 | 3,22 | 1.150 | 2,96 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 12.588 | -24,33 | 0 | |||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 300 | 0,00 | 8 | 0,00 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 423.222 | 21,90 | 10.614 | 21,66 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 7.419 | 252,28 | 186 | 257,69 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 25.357 | -9,74 | 636 | -9,93 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 184.650 | 4,19 | 4.631 | 4,00 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 8.268 | 207 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 717.517 | 14,84 | 17.995 | 14,89 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 141.759 | 211.480,60 | 3.555 | 355.400,00 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 88.729 | 19,11 | 2.225 | 18,86 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 33.144 | 30,41 | 831 | 30,25 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 630.313 | -0,64 | 15.701 | -1,31 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 108.392 | 1,82 | 2.700 | 1,16 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 495.510 | 27,60 | 12.427 | 27,35 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 9.505 | 238 | ||||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 22.013 | -3,83 | 552 | -4,00 | ||||
| 2026-02-17 | 13F | Fmr Llc | 19.268 | 76,51 | 483 | 76,28 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 2.867.615 | 8,26 | 71.920 | 8,04 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-04 | 13F | SHP Wealth Management | 2.148 | 54 | ||||||
| 2026-02-17 | 13F | Adams Wealth Management | 102.455 | -0,74 | 2.570 | -0,93 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 33.820 | 0,65 | 842 | 0,00 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 166.952 | 24,62 | 4.187 | 24,39 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 164 | 115,79 | 0 | |||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 153.907 | 0,80 | 3.860 | 0,57 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 47 | 0,00 | 1 | 0,00 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 422.400 | -0,73 | 10.522 | -1,41 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 8.056 | 202 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 2.328 | -63,30 | 58 | -63,52 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 7.978 | 2,47 | 200 | 2,56 | ||||
| 2026-02-17 | 13F | Integrity Wealth Advisors, Inc. | 40.879 | -1,43 | 1.025 | -1,73 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 538 | 1,13 | 14 | 0,00 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 223 | -77,57 | 6 | -79,17 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | L2 Asset Management, LLC | 12.542 | 0,00 | 315 | -0,32 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 48.813 | 59,66 | 1.216 | 58,62 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 1.122.390 | 0,70 | 28.150 | 0,50 | ||||
| 2026-01-29 | 13F | UBS Group AG | 417.692 | 41,09 | 10.476 | 40,81 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 12.421 | 1,07 | 312 | 0,97 | ||||
| 2025-11-07 | 13F | Rialto Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 1.769.599 | 3,24 | 44.382 | 3,04 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 8.150 | 0,00 | 204 | 0,00 | ||||
| 2026-02-06 | 13F | Harvest Portfolios Group Inc. | 276.867 | 8,57 | 6.944 | 8,35 | ||||
| 2026-01-27 | 13F | PFG Advisors | 17.607 | 3,06 | 442 | 2,80 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 157 | 4 | ||||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 70.454 | -3,13 | 1.755 | -3,78 | ||||
| 2026-02-03 | 13F | RB Capital Management, LLC | 9.713 | 244 | ||||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 49.049 | 1,15 | 1.230 | 0,99 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1.444 | 0,00 | 0 | |||||
| 2025-10-23 | 13F | Capital Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 10.829 | 272 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.584.356 | -3,59 | 64.221 | -4,55 | ||||
| 2026-02-13 | 13F | Enstar Group LTD | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 9.857 | 247 | ||||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 4.340 | -44,85 | 109 | -45,18 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 338.266 | 1,59 | 8.436 | 0,58 | ||||
| 2026-02-10 | 13F | Meridian Management Co | 25.011 | 19,21 | 627 | 18,98 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 167 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | State Street Corp | 2.900.000 | 0,00 | 72.732 | -0,20 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 144.674 | 8,77 | 3.628 | 8,56 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 38.636 | 23,25 | 967 | 21,94 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 15.618 | 22,44 | 392 | 22,19 | ||||
| 2026-02-03 | 13F | Grove Street Fiduciary, LLC | 8.085 | 0,00 | 203 | -0,49 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Savant Capital, LLC | 98.869 | -2,12 | 2.480 | -2,32 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 2 | |||||||
| 2026-02-13 | 13F | Morgan Stanley | 1.747.388 | 30,12 | 43.825 | 29,87 | ||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 93.542 | 14,15 | 2.346 | 13,88 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 214.704 | 1,79 | 5.348 | 1,12 | ||||
| 2026-02-13 | 13F | Commerce Bank | 40.386 | 11,68 | 1.013 | 11,45 | ||||
| 2026-01-14 | 13F | Keystone Global Partners, LLC | 135.989 | 152,99 | 3.411 | 152,59 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 11.133 | 0,00 | 279 | 0,00 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 10.592 | -50,92 | 264 | -51,39 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 14.922 | 58,41 | 374 | 58,47 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 18 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 136 | 0,00 | 3 | 0,00 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 130.535 | 14,10 | 3.274 | 13,84 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 8.712 | 4,01 | 217 | 3,33 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 3.164 | 1,05 | 80 | 1,28 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 42.996 | 35,92 | 1.078 | 35,77 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 144.533 | 0,90 | 3.632 | 1,31 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 10.265 | 1,28 | 257 | 1,18 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 505.447 | 13,12 | 12.601 | 12,44 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 35.629 | 4,94 | 894 | 4,69 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 504.391 | -6,42 | 12.650 | -6,60 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 9.658 | 242 | ||||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 149.606 | -30,02 | 3.752 | -30,16 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 261.637 | 10,12 | 7 | 20,00 | ||||
| 2025-11-04 | 13F | PAX Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Jacobson & Schmitt Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | SWS Partners | 646.305 | 3,48 | 16.209 | 3,27 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 109.573 | -11,46 | 2.748 | -11,64 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 2.513 | 0,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 15.523 | 389 | ||||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 26.818 | -53,90 | 673 | -54,00 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 180 | 0,00 | 4 | 0,00 | ||||
| 2026-02-09 | 13F | Hartline Investment Corp/ | 79.700 | 1.999 | ||||||
| 2026-01-26 | 13F | Lederer & Associates Investment Counsel/ca | 14.393 | 1,70 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 592.917 | 602,60 | 14.770 | 597,97 | ||||
| 2026-01-13 | 13F | John W. Brooker & Co., CPAs | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | WorthPointe, LLC | 459.503 | 894,34 | 11.524 | 892,59 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 3.926 | -8,61 | 98 | -8,41 | ||||
| 2026-02-12 | 13F | August Group Capital Ltd | 10.273 | 258 | ||||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 544.824 | 13.656 | ||||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 48.232 | 3,93 | 1.210 | 3,69 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 136 | 3 | ||||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 30.447 | -9,67 | 764 | -9,92 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Virtus ETF Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 599.016 | 14,21 | 15.023 | 13,98 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 106.017 | -7,26 | 2.659 | -7,45 | ||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 8.229 | -12,87 | 206 | -13,08 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 45.070 | -5,07 | 1.130 | -5,28 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 238.259.660 | 4,41 | 5.975.552 | 4,20 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 80.293 | 1,19 | 2.000 | 0,50 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 1.545.245 | 5,63 | 38.755 | 5,42 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 1.570 | 14,35 | 39 | 14,71 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 74.733 | 57,97 | 1.874 | 57,74 | ||||
| 2026-01-29 | 13F | St. Johns Investment Management Company, LLC | 10 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 58.061 | -14,50 | 1.456 | -14,65 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 86 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 1.409.411 | 4,74 | 35.108 | 4,03 | ||||
| 2026-04-08 | 13F | Unify Financial Advisors | 42.993 | 1.078 | ||||||
| 2026-01-26 | 13F | Inman Jager Wealth Management, LLC | 112.584 | 19,51 | 2.824 | 19,26 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 11.843 | -0,03 | 162 | -45,45 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 69.557 | -5,00 | 2 | 0,00 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 5.663 | 142 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 915.996 | 14,11 | 22.973 | 13,88 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 1.371 | 0,00 | 34 | 0,00 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BlackRock, Inc. | 528.917 | -20,70 | 13.265 | -20,85 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 1.355.420 | 7,52 | 33.994 | 7,31 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 170.000 | 181,92 | 4.264 | 181,39 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 17.445 | -81,77 | 438 | -81,83 | ||||
| 2026-02-02 | 13F | Hidden Cove Wealth Management, LLC | 49.462 | 1.241 | ||||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 25 | 0,00 | 34 | -57,69 | ||||
| 2026-01-21 | 13F | Capital Management Associates, Inc | 8.967 | 225 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 8.344 | 0,00 | 208 | -0,96 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 8.780 | -20,06 | 220 | -20,29 | ||||
| 2026-01-21 | 13F | MBE Wealth Management, LLC | 22.533 | -2,21 | 565 | -2,42 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 10.967 | 276 | ||||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 238.791 | 44,18 | 6 | 25,00 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 8.656 | -14,75 | 217 | -14,90 | ||||
| 2026-02-24 | 13F | Alternative Investment Advisors, LLC. | 79.957 | -8,29 | 2.005 | -8,49 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 433.231 | 1,23 | 10.862 | 1,03 | ||||
| 2026-02-11 | 13F | HC Advisors, LLC | 857.670 | 3,25 | 21.510 | 3,05 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 429 | 0,00 | 11 | 0,00 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 1.937 | 25,45 | 49 | 26,32 | ||||
| 2025-11-06 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.899.665 | 21,57 | 47.644 | 21,33 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 149.381 | 53,90 | 3.714 | 52,61 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 874 | -13,98 | 22 | -16,00 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 244.761 | 27,17 | 6.139 | 26,06 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | RKL Wealth Management LLC | 8.924 | -48,21 | 224 | -48,38 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 179.917 | -28,82 | 5 | -33,33 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 2.443 | -71,12 | 61 | -71,23 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 237.678 | 6,89 | 5.921 | 6,17 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 11.383 | 244,42 | 285 | 243,37 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 121.143 | 4,72 | 3.018 | 4,00 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 68.910 | -0,82 | 1.716 | -1,49 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 951.629 | 5,27 | 23.867 | 5,06 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 215.982 | 5,15 | 5.380 | 4,45 | ||||
| 2025-11-13 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Quest Partners LLC | 1.921.346 | 643,69 | 48.187 | 642,25 | ||||
| 2025-11-13 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Crews Bank & Trust | 2.687 | -1,18 | 67 | -1,47 | ||||
| 2026-02-06 | 13F | Hexagon Capital Partners LLC | 22.472 | -0,80 | 564 | -1,05 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 4.217.002 | 4,65 | 105.046 | 3,94 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 1.768.966 | -6,65 | 44.366 | -6,83 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 164.816 | 180,69 | 4.089 | 177,79 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 344.118 | 6,20 | 8.558 | 5,32 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 3.290 | 100,00 | 83 | 100,00 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 35.921 | 12,38 | 901 | 12,08 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 49.032 | 5,50 | 1 | 0,00 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 180 | 0,00 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 612.874 | 1,11 | 15.371 | 0,91 | ||||
| 2026-03-05 | 13F | Bayban | 502 | 13 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 5.200.552 | 6,20 | 130.430 | 5,99 | ||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 16.079 | 400 | ||||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 27.413 | 23,44 | 680 | 22,30 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3.367 | 84 | ||||||
| 2026-01-30 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 20.176 | 0,10 | 507 | 0,60 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 3.155 | 79 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 36.000 | 903 | ||||||
| 2026-01-30 | 13F | Oakwell Private Wealth Management, LLC | 415.988 | 10,66 | 10.433 | 10,43 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 3.008 | -2,65 | 75 | -2,60 | ||||
| 2026-01-08 | 13F | M. Kulyk & Associates, LLC | 21.700 | 113,77 | 544 | 113,33 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 49.160 | -32,27 | 1.233 | -32,42 | ||||
| 2026-02-11 | 13F | Clarity Wealth Development LLC | 386.777 | 11,51 | 9.700 | 10,54 | ||||
| 2026-01-15 | 13F | Foster & Motley Inc | 1.122.315 | -4,40 | 28 | -3,45 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 998 | 0,00 | 25 | 0,00 | ||||
| 2026-02-02 | 13F | Williams Financial, LLC | 113.341 | 2.843 | ||||||
| 2026-01-26 | 13F | Sellwood Investment Partners LLC | 50.958 | 21,66 | 1.278 | 21,48 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 2.953 | 0,00 | 74 | -1,35 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 8.341 | -8,14 | 208 | -8,81 | ||||
| 2026-01-16 | 13F | Pacific Sage Partners, LLC | 3.173.904 | 8,56 | 79.602 | 8,35 | ||||
| 2025-11-13 | 13F | Visionary Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Advocate Group Llc | 429.999 | 6,07 | 10.711 | 5,35 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 11.723 | -29,35 | 292 | -29,81 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 186 | 5 | ||||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 30 | -60,00 | 1 | -100,00 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 18.654 | 1,93 | 465 | 1,31 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 462.300 | 13,02 | 11.594 | 12,79 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 171.110 | 2,78 | 4.291 | 2,58 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 11.289 | 5,81 | 283 | 5,60 | ||||
| 2026-02-09 | 13F | Wiser Advisor Group LLC | 143 | 0,70 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 83.077 | 3,99 | 2.083 | 3,79 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 2.232 | 56 | ||||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 262.411 | 4,13 | 6.537 | 3,21 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 185.640 | 40,14 | 4.656 | 39,87 | ||||
| 2026-01-26 | 13F | Hendershot Investments Inc. | 112.683 | -3,33 | 2.826 | -3,52 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 474 | 930,43 | 12 | 1.000,00 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 884 | 22 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 49.027 | 13,64 | 1.221 | 12,85 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4.881 | -55,49 | 122 | -55,64 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 17.327 | 432 | ||||||
| 2025-11-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 11.554 | 290 | ||||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 46.443 | 1,19 | 1.165 | 0,95 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 20.036 | 1,26 | 502 | 1,01 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 6.224 | 0,00 | 156 | 0,00 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 28.778 | 20,61 | 722 | 20,37 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.151.871 | 18,65 | 28.889 | 18,42 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 101.382 | 1,75 | 2.525 | 1,04 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 322 | 0,00 | 8 | 0,00 | ||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 77.302 | 0,00 | 1.939 | -0,21 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 459.338 | 5,26 | 11 | 10,00 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 553.053 | -1,17 | 13.871 | -1,37 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 85.638 | -17,84 | 2.148 | -18,02 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 132.019 | -0,09 | 3.311 | -0,27 | ||||
| 2026-01-15 | 13F | Crane Advisory, LLC | 2.783.217 | 54,04 | 69.775 | 54,04 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 39.595 | 0,00 | 993 | -0,20 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 12.923 | 0,00 | 324 | 0,00 | ||||
| 2026-04-14 | 13F | Tran Capital Management, L.p. | 114.878 | 3,40 | 2.862 | 2,69 | ||||
| 2026-02-17 | 13F | Sonoma Private Wealth LLC | 54.895 | -13,75 | 1.377 | -13,95 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 17.081.168 | -12,66 | 428.396 | -12,84 | ||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 21.673 | -9,91 | 544 | -10,10 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 490 | 12 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 13.848.002 | 1,22 | 347.314 | 1,04 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 294.210 | -9,42 | 7.329 | -10,03 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 56 | 1 | ||||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 6 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 7.250.566 | -15,82 | 181.844 | -15,99 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1.815 | 46 | ||||||
| 2026-02-09 | 13F | Churchill Financial Advisors, LLC | 15.081 | 378 | ||||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 964 | -8,02 | 24 | -7,69 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 61.921 | 83,84 | 1.553 | 83,45 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 94.453 | 7,57 | 2.369 | 7,34 | ||||
| 2026-02-10 | 13F | Hilltop Partners LLC | 175.530 | -0,26 | 4.402 | -0,45 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 20.977 | 0,53 | 523 | -0,19 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 242 | 0,00 | 6 | 0,00 | ||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Beverly Hills Private Wealth, LLC | 50.323 | 0,00 | 1.265 | 0,00 | ||||
| 2026-02-06 | 13F | Portland Financial Advisors Inc | 16.834 | 0,24 | 422 | 0,00 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 1 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Independent Solutions Wealth Management, LLC | 219.597 | -0,82 | 5.507 | -1,02 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 1.064.666 | 0,37 | 26.702 | 0,17 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 9.392 | 8,25 | 236 | 7,80 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 45.000 | -70,76 | 1.129 | -70,83 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 3.993.213 | 6,12 | 99.471 | 5,40 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 960.038 | 7,34 | 24.078 | 7,13 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 92.914 | 1,34 | 2.330 | 1,17 | ||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 206.667 | -1,86 | 5.183 | -2,04 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 35.076 | 880 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 38.139 | 12,21 | 950 | 11,50 | ||||
| 2026-01-27 | 13F | Farrow Financial Inc. | 140.842 | 1.657,23 | 3.532 | 1.657,21 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 9.697 | -3,78 | 243 | -3,95 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 1.590.182 | 6,58 | 39.882 | 6,33 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 155 | -9,41 | ||||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 32.325 | 11,37 | 811 | 11,11 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 41.482 | -18,07 | 1.033 | -18,60 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 4.071 | 0,02 | 102 | 0,00 | ||||
| 2026-01-20 | 13F | Pflug Koory, LLC | 112.062 | 4,80 | 2.811 | 4,58 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 111.870 | 28,32 | 2.787 | 27,45 | ||||
| 2026-02-09 | 13F | North Forty Two & Co. | 169.122 | -5,76 | 4.242 | -5,94 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 110 | 0,00 | 3 | 0,00 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 5.871 | 0,00 | 146 | -0,68 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 122.783 | 10,97 | 3.079 | 10,76 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 10.383 | 4,63 | 260 | 4,42 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 694.837 | 4,58 | 17.427 | 4,37 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 74.725 | 1.874 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 30.627 | -6,21 | 763 | -6,85 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 120 | -90,09 | 3 | -93,33 | ||||
| 2026-02-06 | 13F | One Degree Advisors Inc | 650.156 | 100,52 | 16 | 100,00 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 242.866 | -20,27 | 6.091 | -20,43 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 629 | 16 | ||||||
| 2026-02-18 | 13F | CacheTech Inc. | 102.455 | -0,74 | 2.570 | -0,93 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 1.132.088 | -0,64 | 28.393 | -0,83 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | First National Trust Co | 1.221.356 | 6,82 | 30.632 | 6,61 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 17 | 0 | ||||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 43.882 | 5,85 | 1.101 | 5,67 | ||||
| 2026-04-13 | 13F | Waycross Investment Management Co | 45.646 | 0,00 | 1.137 | -0,61 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 120.015 | 4,94 | 3.010 | 4,70 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 135.762 | 3.405 | ||||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 78.829 | 37,37 | 1.977 | 37,10 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 184 | 0,00 | 5 | 0,00 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 33.483 | -9,61 | 840 | -9,78 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 377.569 | 0,93 | 9.404 | 0,23 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Quaker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 409 | 10 | ||||||
| 2026-02-10 | 13F | Act Two Investors Llc | 368.270 | -0,13 | 9.236 | -0,33 | ||||
| 2026-04-20 | 13F | Dock Street Asset Management Inc | 316.217 | 28,99 | 7.877 | 28,11 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 5.680 | -15,35 | 142 | -15,48 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 15.493 | -0,10 | 389 | -0,26 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 12.790 | 80,52 | 321 | 79,78 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 83.767 | 218,31 | 2.101 | 217,70 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 15.997 | -16,28 | 398 | -16,91 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 1.422.490 | 126,95 | 35.676 | 127,22 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 51.340 | 7,26 | 1.288 | 7,07 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 405 | 10 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 7.712 | 26,88 | 193 | 26,97 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 10.000 | 0,00 | 251 | -0,40 | ||||
| 2025-11-07 | 13F | Wincap Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 1.272.625 | 6,17 | 31.701 | 5,45 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 15.303 | 0,48 | 381 | 0,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 15.543 | -1,41 | 387 | -2,03 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 16.670 | -1,67 | 418 | -1,88 | ||||
| 2026-01-26 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 224.809 | 183,00 | 5.638 | 182,46 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 5.634 | 9,06 | 141 | 9,30 | ||||
| 2026-01-26 | 13F | Paradigm Financial Partners, Llc | 8.899 | 0,83 | 223 | 0,90 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.454 | 36 | ||||||
| 2026-01-26 | 13F | Old Point Trust & Financial Services N A | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 1.417 | 161,44 | 36 | 169,23 | ||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 1.463 | 0,00 | 37 | 0,00 | ||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 511.425 | 6,73 | 12.740 | 6,00 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 8.650 | 9,65 | 217 | 9,09 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 100.412 | -6,07 | 2.501 | -6,71 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 21.000 | 523 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 453.084 | -37,29 | 11.286 | -37,72 | ||||
| 2026-04-09 | 13F | Mfg Wealth Management, Inc. | 60.241 | 6,44 | 1.501 | 5,71 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 9.287 | 1,62 | 233 | 1,31 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 127.006 | -6,31 | 3.185 | -6,49 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 11.418 | 0,64 | 284 | 0,00 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 55.719 | 0,43 | 1.397 | 0,22 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 19.706 | 0,00 | 491 | -0,81 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 80.787 | -1,68 | 2.012 | -2,33 | ||||
| 2025-10-28 | 13F | Country Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 46.091 | -12,68 | 1.148 | -13,23 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38.051 | 0,39 | 948 | -0,32 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 80 | 0,00 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1.234.746 | 8,42 | 30.758 | 7,69 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 11.708 | 23,40 | 294 | 23,11 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 312.610 | 9,89 | 7.840 | 9,67 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 30 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 5.172.220 | 24,52 | 129.719 | 24,27 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 33.644 | 0,00 | 843 | -0,24 | ||||
| 2025-10-24 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 57.869 | 1.442 | ||||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 158 | 0,00 | 4 | 0,00 | ||||
| 2026-01-29 | 13F | Equita Financial Network, Inc. | 17.968 | -2,74 | 451 | -3,02 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 19.412 | 1,05 | 487 | 0,21 | ||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 59 | 1 | ||||||
| 2026-01-23 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 43.903 | -1,68 | 1.101 | -1,87 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 44.289 | -9,04 | 1.111 | -9,24 | ||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 12.789 | 24,36 | 321 | 24,03 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 44.036 | 37,20 | 1.104 | 36,97 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 309 | -98,40 | 8 | -98,47 | ||||
| 2026-02-02 | 13F | Your Advocates Ltd., LLP | 871.230 | 6,60 | 21.850 | 6,39 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 273.637 | -0,97 | 6.863 | -1,17 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 210.601 | 44,28 | 5.269 | 43,88 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 22.095 | -0,49 | 554 | -0,54 | ||||
| 2026-02-11 | 13F | Hapanowicz & Associates Financial Services, Inc | 1.336.122 | 5.011,02 | 33.510 | 5.008,08 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 150.744 | 16,53 | 3.781 | 16,31 | ||||
| 2025-11-13 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 150 | 0,00 | 4 | 0,00 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 23.384 | 586 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 100.043 | -4,86 | 2 | 0,00 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 120 | -97,81 | 3 | -97,81 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 308.590 | -5,45 | 7.687 | -6,10 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 33.123 | 122,05 | 831 | 121,93 | ||||
| 2026-02-17 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 44.874 | 1.125 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 259 | -84,03 | 6 | -85,00 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 47.742 | -8,06 | 1.197 | -8,21 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 22.325 | 179,66 | 560 | 179,50 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 8.820 | 220 | ||||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 116.159 | 6,25 | 2.913 | 6,04 | ||||
| 2025-11-13 | 13F | Johnson Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | J.E. Simmons & Co., P.C. | 17.073 | 428 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1.504.342 | 12,01 | 37.473 | 11,26 | ||||
| 2026-01-12 | 13F | GenWealth Group, Inc. | 92.330 | 1,32 | 2.317 | 1,22 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.155 | 4,61 | 54 | 3,92 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 135.268 | 24,80 | 3.370 | 23,95 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 80.465 | 192,45 | 2.004 | 190,43 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 73.437 | -16,40 | 1.829 | -16,98 | ||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 14.973 | 0,00 | 376 | -0,27 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 553.187 | 34,60 | 13.874 | 34,34 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 360.906 | 3.680,70 | 8.990 | 3.661,51 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 3.404 | 85 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 20 | 0,00 | 1 | |||||
| 2026-02-09 | 13F | Key FInancial Inc | 1.496 | 806,67 | 38 | 825,00 | ||||
| 2025-11-04 | 13F | Lebenthal Global Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 8.178 | 2,58 | 205 | 2,50 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 143 | 4 | ||||||
| 2026-02-12 | 13F | Betterment LLC | 75.483 | 11,37 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | WT Wealth Management | 215.408 | 1,91 | 5.402 | 1,71 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 490 | 0,00 | 12 | 0,00 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 322 | 0,00 | 8 | 0,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 43.698 | 30,59 | 1.096 | 30,36 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 1 | 0 | ||||||
| 2026-02-17 | 13F | Claro Advisors LLC | 13.295 | 333 | ||||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 12.707 | -45,43 | 319 | -45,55 | ||||
| 2026-02-05 | 13F | Tennessee Valley Asset Management Partners | 331.741 | 0,25 | 8.320 | 0,05 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 934.939 | -4,50 | 23.448 | -4,69 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 500.038 | 6,35 | 12.541 | 6,13 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Note Advisors, LLC | 14.968 | 0,00 | 374 | -0,53 | ||||
| 2026-03-27 | 13F | rebel Financial LLC | 15.473 | 388 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Change Path, LLC | 34.841 | -87,38 | 874 | -87,41 | ||||
| 2025-11-07 | 13F | TT Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Richard W. Paul & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1.294 | 0,00 | 32 | 0,00 | ||||
| 2026-01-27 | 13F | BLVD Private Wealth, LLC | 235.611 | 10,76 | 5.909 | 10,55 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Advisor OS, LLC | 10.883 | 10,61 | 273 | 10,12 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.690 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 23.059 | 1,71 | 578 | 1,58 | ||||
| 2026-01-23 | 13F | Avion Wealth | 36 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 31.665 | -92,35 | 794 | -92,37 | ||||
| 2026-02-06 | 13F | L.K. Benson & Company, P.C. | 225.195 | 42,29 | 5.648 | 41,99 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 11.796 | 1,11 | 296 | 0,68 | ||||
| 2026-02-05 | 13F | Chancellor Financial Group WB LP | 10.077 | 0,06 | 253 | -0,40 | ||||
| 2026-02-13 | 13F | Asset Allocation Strategies LLC | 11.170 | -12,39 | 280 | -12,50 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 39.717 | 13,43 | 989 | 12,64 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 23.325 | 6,30 | 585 | 5,99 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Destination Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 10.555 | 265 | ||||||
| 2026-02-03 | 13F | Van Strum & Towne Inc. | 24.765 | 186,30 | 621 | 186,18 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 675.334 | 15,60 | 16.937 | 15,37 | ||||
| 2025-11-14 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 59.102 | 5,66 | 1.472 | 4,99 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 9.711 | 242 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 22.042 | -15,37 | 549 | -15,93 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 221.905 | 3,35 | 5.528 | 2,66 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 152.375 | 13,71 | 3.822 | 13,48 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 3.386 | 1,01 | 85 | 0,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 6.090 | 0,00 | 153 | -0,65 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 379.249 | 5,34 | 9.512 | 105.577,78 | ||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 48.928 | -0,67 | 1.230 | -0,24 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 87.058 | 8,89 | 2.183 | 8,66 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 1.640 | 21,75 | 41 | 24,24 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 73.385 | 4,79 | 1.840 | 4,60 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 17.881 | -4,16 | 448 | -4,27 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 5.280 | -37,62 | 132 | -37,74 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 45.733 | -0,85 | 1.139 | -1,47 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 21.411 | 0,34 | 537 | 0,00 | ||||
| 2026-02-10 | 13F | Comprehensive Wealth Management, LLC | 49.008 | 20,54 | 1.229 | 20,37 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 9.100 | -0,55 | 227 | -1,31 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.965 | 4,08 | 49 | 4,26 | ||||
| 2025-10-31 | 13F | Mendel Capital Management LLC | 70.182 | 7,74 | 1.764 | 8,16 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 29.060 | -4,24 | 724 | -5,12 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 58 | 0,00 | 1 | 0,00 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 13.583 | 1,25 | 0 | |||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 108.943 | 3 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 8.352 | -97,94 | 208 | -97,95 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 2.174.011 | 5,95 | 54.524 | 5,74 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 17.234 | -4,59 | 432 | -4,64 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 831.357 | 12,17 | 20.867 | 12,22 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Quent Capital, LLC | 86 | 2 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 252.143 | 2,72 | 6.324 | 2,51 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 39.813 | 1,20 | 999 | 1,01 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 182.823 | 303,64 | 4.585 | 302,90 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 202.043 | -0,10 | 5.067 | -0,30 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 43.416 | 42,61 | 1.089 | 42,22 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 50 | 0,00 | 1 | 0,00 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Spire Wealth Management | 104.560 | 0,49 | 2.622 | 0,31 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22.302 | -52,60 | 559 | -52,71 | ||||
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 12.834 | 110,15 | 322 | 109,80 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | eCIO, Inc. | 21.107 | 4,25 | 526 | 3,55 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 175.882 | 5,47 | 4.381 | 4,76 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 700 | 0,00 | 18 | 0,00 | ||||
| 2026-01-30 | 13F | Seek First Inc. | 9.626 | 1,23 | 241 | 1,26 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 17.969 | 0,00 | 448 | -0,67 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 150.529 | 4,06 | 3.775 | 3,85 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 33.530 | 841 | ||||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 48.152 | 0,25 | 1.208 | 0,00 | ||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 352.896 | 17,10 | 8.851 | 16,86 | ||||
| 2026-01-21 | 13F | Financial & Tax Architects, LLC | 137.820 | 13,16 | 3.457 | 12,94 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 38.597 | -22,88 | 968 | -22,99 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 37.586 | 9,97 | 936 | 9,22 | ||||
| 2026-02-12 | 13F | Compass Capital Management, Inc | 16.119 | 0,47 | 404 | 0,25 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 85.956 | 5,73 | 2.141 | 5,00 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 113.110 | -76,03 | 2.837 | -76,08 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 409.397 | 4,14 | 10.251 | 3,77 |
