Grundlæggende statistik
| Institutionelle ejere | 1554 total, 1553 long only, 0 short only, 1 long/short - change of 5,20% MRQ |
| Gennemsnitlig porteføljeallokering | 1.3044 % - change of -25,72% MRQ |
| Institutionelle aktier (lange) | 1.102.598.123 (ex 13D/G) - change of -199,03MM shares -15,28% MRQ |
| Institutionel værdi (lang) | $ 28.623.337 USD ($1000) |
Institutionelt ejerskab og aktionærer
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF (US:SCHX) har 1554 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,102,598,123 aktier. Største aktionærer omfatter Us Bancorp \de\, Creative Planning, Moneta Group Investment Advisors Llc, HBK Sorce Advisory LLC, Northwestern Mutual Wealth Management Co, Sei Investments Co, Sage Financial Group Inc, Captrust Financial Advisors, Cerity Partners LLC, and Betterment LLC .
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF (ARCA:SCHX) 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 24, 2026 is 28,14 / share. Previously, on April 28, 2025, the share price was 21,77 / share. This represents an increase of 29,26% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 48.056 | 146,76 | 1.232 | 135,11 | ||||
| 2026-02-18 | 13F | Plotkin Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 78 | 2 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 23.500 | -4,14 | 603 | -8,65 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 1.465 | 39 | ||||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 27.975 | 0,47 | 753 | 2,59 | ||||
| 2026-04-20 | 13F | 25 Llc | 9.840 | 2,76 | 252 | -1,95 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 571.076 | 15.368 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 69.141 | -3,28 | 1.860 | -1,22 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 102.619 | 6,14 | 2.631 | 1,15 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 10.235.455 | 6,80 | 275.437 | 9,11 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 2.337.749 | -1,09 | 62.909 | 1,05 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 1.872 | 50 | ||||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 18.271 | 491 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 11.616 | 0,00 | 306 | 7,77 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 1.271.925 | -2,59 | 34.228 | -0,48 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 15.905 | 0,00 | 408 | -4,91 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 68.258 | 1.837 | ||||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 7.478 | 201 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 117 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 166.304 | 0,51 | 4.475 | 2,68 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 11.478 | -1,49 | 294 | -6,07 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 50.919 | 28,84 | 1.370 | 31,73 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 179.681 | 21,48 | 5 | 33,33 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 15.999 | 0,19 | 434 | 3,34 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 12.285 | 48,80 | 331 | 52,07 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 18.790 | 0,05 | 482 | -4,75 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.763.659 | -12,46 | 47.460 | -10,57 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 12.983 | -31,46 | 333 | -34,77 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 373.636 | 4,40 | 10.055 | 6,65 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 14.116 | 23,06 | 362 | 17,21 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 13.815 | -0,35 | 372 | 1,64 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 8.478 | 0,00 | 217 | -4,82 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 6.006.598 | 5,44 | 161.638 | 7,72 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 8.037 | 0,00 | 216 | 2,37 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 471.088 | 6,89 | 12.079 | 1,85 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 291.236 | -41,93 | 7.837 | -40,67 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 8.589 | 2,45 | 231 | 5,00 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 582 | 16 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 13.853 | 0,00 | 373 | 2,20 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 511.501 | -1,23 | 13.765 | 0,91 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 8.122 | -1,63 | 219 | 0,46 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 457.108 | -3,84 | 12.301 | -1,76 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 196.651 | -4,41 | 5.292 | -2,34 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 562.509 | 28,27 | 14.423 | 22,21 | ||||
| 2026-02-06 | 13F | Seros Financial, LLC | 126.019 | 41,81 | 3.391 | 44,91 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 144 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 30.973.811 | -1,34 | 833.505 | 0,80 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 9.322 | 0,00 | 251 | 2,04 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 2.755 | 0,29 | 74 | 2,78 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 9.782 | 0,29 | 251 | -4,58 | ||||
| 2026-02-04 | 13F | Invst, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 42.972 | 0,50 | 1.102 | -4,26 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 518.164 | 9,14 | 13.286 | 3,99 | ||||
| 2026-02-10 | 13F | Holderness Investments Co | 93.978 | 1,71 | 2.529 | 3,90 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 162.412 | 15,16 | 4.371 | 17,66 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 543.124 | 1,16 | 14.615 | 3,35 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 3.405.743 | -0,26 | 91.649 | 1,89 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 1.018.982 | -0,11 | 27.421 | 2,05 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 70.530 | 4,30 | 1.808 | -0,60 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 9.141 | -15,80 | 246 | -14,04 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Prostatis Group LLC | 8.113 | 0,00 | 218 | 2,35 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 91.524 | -3,52 | 2.463 | -1,44 | ||||
| 2026-02-10 | 13F | Crestmont Private Wealth LLC | 20.598 | -0,63 | 554 | 1,47 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 7.584 | -4,64 | 204 | -2,39 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 5.699 | 153 | ||||||
| 2026-02-11 | 13F | Capital Wealth Planning, LLC | 9.616 | -0,88 | 259 | 1,18 | ||||
| 2026-02-10 | 13F | Seven Springs Wealth Group, LLC | 10.542 | 0,00 | 284 | 2,17 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 11.009.922 | -42,31 | 284.717 | -45,44 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 518.836 | 4,92 | 13.962 | 7,19 | ||||
| 2026-02-17 | 13F | Riverview Capital Advisers, LLC | 17.470 | 0,26 | 470 | 2,62 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 26.063 | -9,25 | 668 | -13,47 | ||||
| 2026-02-02 | 13F | Bull Oak Capital, LLC | 84.512 | -0,15 | 2.274 | 2,02 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 21.519 | -2,11 | 579 | 0,00 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 2.816.409 | -50,86 | 75.790 | -49,79 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 90.161 | -30,97 | 2.312 | -34,23 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 4.028.249 | -26,56 | 108.413 | -24,96 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 286.631 | 0,59 | 7.348 | -4,24 | ||||
| 2026-01-26 | 13F/A | Phocas Financial Corp. | 101.124 | -0,94 | 2.721 | 1,23 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 19.109 | 10,91 | 514 | 13,47 | ||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 7.980 | 0,04 | 215 | 1,90 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 5.740 | 0,00 | 154 | 1,99 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 4.515 | 0,00 | 121 | 2,54 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 69.569 | -0,20 | 1.872 | 1,96 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 67.053 | -18,60 | 1.719 | -22,43 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 89.830 | -0,26 | 2.303 | -4,95 | ||||
| 2026-04-21 | 13F | Maseco Llp | 514 | 0,00 | 13 | 0,00 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 16.956 | -49,17 | 456 | -48,06 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 467.361 | -1,04 | 12.577 | 1,10 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 32.229 | 867 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 300.798 | -5,78 | 8.094 | -3,73 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 868.405 | -1,05 | 22.266 | -5,72 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 111.886 | 0,29 | 2.869 | -4,46 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Womack Financial LLC | 63.393 | 30,43 | 1.706 | 33,20 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 952.828 | 0,23 | 24.431 | -4,50 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 8.385 | 0,07 | 215 | -4,89 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 125.148 | -6,14 | 3.209 | -10,57 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 58.664 | 0,00 | 1.579 | 2,14 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 57.054 | -2,53 | 1.503 | 5,03 | ||||
| 2026-02-13 | 13F | Boston Partners | 9.409 | -11,83 | 253 | -9,96 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 569.955 | 3,40 | 14.614 | -1,48 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 277.142 | -2,15 | 7.106 | -6,77 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 55.893 | -7,34 | 1.504 | -5,29 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 2.101 | -3,31 | 57 | -1,75 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 50.214 | 0,29 | 1.287 | -4,45 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 22.841 | -2,97 | 586 | -7,58 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 13.200 | 355 | ||||||
| 2026-01-23 | 13F | JM2 Capital Inc. | 112.118 | 3.017 | ||||||
| 2026-04-24 | 13F | Essex LLC | 938.695 | 0,29 | 24.068 | -4,44 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 10.440 | 0,21 | 268 | -4,64 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 13.218 | 339 | ||||||
| 2026-01-27 | 13F | Leisure Capital Management | 640.745 | -0,40 | 17.242 | 1,76 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 17.400 | 468 | ||||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 227.302 | 5,61 | 6.117 | 7,90 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 415.341 | 11.177 | ||||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 14.544 | 0,00 | 373 | -4,86 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 9.489 | -2,41 | 243 | -6,90 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 49.482 | 0,00 | 1.329 | 1,14 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 17.185 | -2,90 | 440 | -7,56 | ||||
| 2026-01-27 | 13F | Mainstay Capital Management Llc /adv | 17.004 | 0,00 | 458 | 2,24 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 7.555 | 194 | ||||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 16.556 | 54,43 | 446 | 57,80 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 4.022 | 87,33 | 108 | 92,86 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 29.534 | -0,64 | 757 | -5,26 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 2.276.685 | -10,95 | 61.266 | -9,02 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 44.573 | 2,82 | 1.143 | -2,06 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 286.900 | 1,47 | 7.356 | -3,31 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 14.541 | 391 | ||||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 12.381 | 0,00 | 317 | -4,80 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 63.570 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 514.916 | 4,41 | 13.856 | 6,67 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 404.108 | -3,92 | 10.361 | -8,46 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.166.702 | 130,40 | 31.396 | 135,38 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 7.988 | 205 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 7.696.890 | -6,36 | 207.123 | -4,33 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 15.355 | -1,71 | 394 | -6,43 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 151.399 | 0,00 | 4.074 | 0,54 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 40.620 | 1.093 | ||||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 68.628 | -9,93 | 1.760 | -14,20 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 765.007 | -2,15 | 20.586 | -0,03 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 8.961 | 0,00 | 241 | 2,12 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 7.465.942 | 4,74 | 191.595 | -0,22 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 268.645 | 3,78 | 6.888 | -1,12 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 552 | 0,00 | 15 | 7,69 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 12.917 | 0,29 | 348 | 2,36 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 7.401 | 199 | ||||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.924.387 | 23,97 | 127.246 | 19,04 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 22.856 | 23,30 | 586 | 17,67 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 245.696 | -0,87 | 6.612 | 1,27 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 1.145.531 | -10,00 | 30.826 | -8,06 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 61.974 | 1.668 | ||||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 3.615 | 97 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 74.071 | 21,36 | 1.993 | 24,02 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 832.885 | -5,56 | 21.355 | -10,01 | ||||
| 2025-11-12 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 18.474 | -56,06 | 497 | -55,10 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 216.949 | 69,96 | 5.563 | 61,92 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 375.238 | -1,04 | 10.098 | 1,10 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 15.240 | 0,00 | 391 | -4,88 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 21.284 | 22,94 | 546 | 17,20 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Ellevest, Inc. | 9.155 | 246 | ||||||
| 2026-02-12 | 13F | Summit Financial, LLC | 626.200 | 19,62 | 16.851 | 22,21 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 70.153 | 0,28 | 1.888 | 2,44 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 2.797.970 | 5,11 | 75.295 | 7,99 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 12.214 | 28,37 | 329 | 31,20 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 37.604 | 0,08 | 1 | -100,00 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 3.312 | 0,00 | 89 | 2,30 | ||||
| 2026-02-02 | 13F | Summit Place Financial Advisors, LLC | 153.777 | -1,69 | 4.138 | 0,44 | ||||
| 2026-01-23 | 13F | Valley Brook Capital Group, Inc. | 11.417 | 307 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 2.943 | 0,00 | 75 | -5,06 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 17.722 | 0,08 | 454 | -4,62 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14.482 | 15,71 | 371 | 10,42 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 1.218.437 | 0,91 | 32.788 | 3,09 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 11.984 | 1.054,53 | 322 | 1.092,59 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 22.980 | 0,27 | 618 | 2,49 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 28.455 | 0,00 | 766 | 2,14 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 247.920 | 0,21 | 6.855 | 1,32 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 8.855 | 1,44 | 233 | 9,39 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 45.196 | 0,28 | 1.159 | -4,46 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 630 | 0,00 | 16 | 0,00 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 77.969 | 0,78 | 2.089 | 0,34 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 449.535 | 0,73 | 12.097 | 2,92 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | North Forty Two & Co. | 20.906 | 0,00 | 536 | -4,63 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 2.000.358 | 10,20 | 53.830 | 12,59 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 894 | 0,00 | 24 | 4,35 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 595 | 0,00 | 16 | 6,67 | ||||
| 2026-04-06 | 13F | CX Institutional | 64.988 | 0,42 | 2 | 0,00 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 11.871 | 0,30 | 319 | 2,57 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2.426.254 | -1,89 | 62.209 | -6,52 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 2.739 | 0,00 | 74 | 1,39 | ||||
| 2025-11-04 | 13F | Jackson Creek Investment Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 641.480 | -6,45 | 17 | -5,56 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 13.880 | 7,22 | 374 | 9,71 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 6.461.827 | 7,75 | 173.888 | 10,09 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 192 | 0,00 | 5 | 0,00 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 105.304 | -1,60 | 2.834 | 0,53 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 9.031 | 232 | ||||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 799 | 22 | ||||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 24.865 | -0,82 | 669 | 1,36 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 21 | 50,00 | 1 | |||||
| 2025-11-14 | 13F | Carter Financial Group, INC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 28.067 | 0,29 | 720 | -4,52 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 51.076 | 1,76 | 1.310 | -3,04 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 12.098 | 1,24 | 310 | -3,43 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 29.072 | 0,00 | 745 | -4,73 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 23.836.476 | -4,69 | 641.440 | -2,63 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 1.188.906 | 7.639,27 | 31.993 | 7.819,06 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 4.424 | -3,55 | 119 | -0,83 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 125 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 15.536 | 0,00 | 418 | 2,20 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 300 | 0,00 | 8 | 14,29 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 26.464 | -1,49 | 712 | 0,71 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 40.121 | 0,11 | 1.029 | -4,64 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 15.557 | -2,68 | 419 | -0,71 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 26.034 | 0,00 | 668 | -4,71 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 385.900 | 10.385 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 11.523 | 295 | ||||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 37.218 | 7,99 | 1.002 | 10,36 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 61.283 | 158,99 | 1.571 | 147,01 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 1.735.166 | -0,56 | 44.490 | -5,26 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 18.572 | 0,00 | 500 | 2,04 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 2.234.687 | 1,57 | 57.297 | -3,22 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 60.727 | -0,49 | 1.557 | -5,18 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 24.639 | 0,00 | 632 | -4,83 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 907.465 | 0,62 | 24.420 | 2,80 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 30.306 | 0,00 | 816 | 2,13 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 34.682 | 0,26 | 900 | -3,33 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1.319 | 0,30 | 34 | -5,71 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 522.177 | 0,50 | 14.052 | 2,67 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 7.718 | -33,78 | 208 | -32,35 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 10.779 | 0,00 | 276 | -4,83 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 134.052 | 4,96 | 3.437 | 0,03 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 2.418 | 3,03 | 65 | 6,56 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 20.818 | 0,03 | 534 | -4,82 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 1.420.177 | 0,69 | 38.217 | 2,87 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 18.588 | 45,58 | 500 | 48,81 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 5.612 | 1.239,38 | 151 | 1.272,73 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 1.983.561 | 2,98 | 53.379 | 5,21 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 10.721 | 0,30 | 289 | 2,49 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 173.203 | -1,93 | 4.661 | 0,17 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 13.958 | 0,00 | 376 | 2,18 | ||||
| 2026-04-21 | 13F | Outfitter Financial LLC | 79.770 | -5,76 | 2.045 | -10,19 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 288.900 | 0,02 | 7.774 | 2,18 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 1.537.906 | 1,83 | 41.385 | 4,03 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 49.322 | 28,97 | 1.265 | 22,84 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 15.842 | -3,35 | 426 | -1,16 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 5.192.173 | -0,19 | 133.127 | -4,90 | ||||
| 2025-10-27 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 30.575 | -8,31 | 784 | -12,71 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 3.312 | -1,60 | 85 | -6,67 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 26.014 | 2,51 | 712 | 6,59 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 81.736 | 0,00 | 2.200 | 2,18 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 748.048 | 0,94 | 19.180 | -3,83 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 16.780 | 0,30 | 452 | 2,50 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 84.082 | 14,56 | 2.156 | 9,11 | ||||
| 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 | 54.419 | 4,38 | 1.395 | -0,50 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 152.147 | -0,65 | 4.158 | 0,53 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 10.431 | -8,29 | 267 | -12,75 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 1.872 | 50 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 48.179 | 13,51 | 1.235 | 8,14 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 158.784 | -30,48 | 4.273 | -28,99 | ||||
| 2026-01-29 | 13F | Directional Asset Management | 43.700 | 1.176 | ||||||
| 2026-01-05 | 13F | Argent Capital Management Llc | 304.137 | 1.867,25 | 8.184 | 1.910,81 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 78.537 | 2.113 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 28.300 | -32,13 | 762 | -30,69 | |||
| 2026-04-17 | 13F | Berman McAleer LLC | 12.978 | 8,04 | 333 | 2,79 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 89.940 | -8,43 | 2.306 | -12,72 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 164.881 | -2,04 | 4.437 | 0,07 | ||||
| 2026-02-04 | 13F | MADDEN SECURITIES Corp | 71.447 | 4,59 | 1.923 | 6,84 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 30.635 | 0,29 | 785 | -4,50 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 12.760 | 327 | ||||||
| 2026-04-02 | 13F | Collective Family Office Llc | 9.590 | -3,03 | 246 | -7,89 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 528.475 | -0,30 | 14 | 7,69 | ||||
| 2025-11-14 | 13F | Van Den Berg Management I, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 67.828 | 7,46 | 1.875 | 12,82 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Sierra Ocean, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.168 | 9,36 | 31 | 10,71 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 17.021 | 0,00 | 436 | -4,80 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 118.679 | -40,94 | 3.043 | -48,87 | ||||
| 2026-02-13 | 13F | Wbi Investments, Inc. | 9.015 | -0,60 | 243 | 1,68 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 344.613 | -2,98 | 8.836 | -7,56 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 3.000 | 0,00 | 77 | -5,00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 533.857 | -4,30 | 14.362 | -2,26 | ||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 156.674 | -11,22 | 4.216 | -9,29 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 20.585 | -0,48 | 554 | 1,65 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 4.885.976 | -21,40 | 125.276 | -25,11 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 6.061 | 163 | ||||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 264.354 | -13,68 | 7.114 | -11,82 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 7.050 | 0,00 | 190 | 2,16 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 4.158 | 0,00 | 110 | 7,92 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 244.451 | 3,15 | 6.578 | 5,40 | ||||
| 2026-02-09 | 13F | Elite Life Management LLC | 477.150 | -1,32 | 12.998 | 2,02 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99.912 | -9,32 | 2.562 | -13,63 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 47.019 | 2,03 | 1.206 | -2,82 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 324 | 0,00 | 9 | 0,00 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 7.575 | 7,25 | 204 | 9,14 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 33.177 | 0,00 | 893 | 2,18 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 633 | 16 | ||||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | RHS Financial, LLC | 83.033 | -5,20 | 2.234 | -3,16 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 64.053 | 0,00 | 1.724 | 2,13 | ||||
| 2026-02-13 | 13F | Vernal Point Advisors, LLC | 49.806 | 0,00 | 1.340 | 2,21 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 1.019.736 | -0,80 | 27.441 | 1,35 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 25.562 | -1,46 | 705 | 1,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 192.098 | 0,55 | 4.925 | -4,20 | ||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 335.208 | -5,34 | 8.595 | -9,81 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 6.489 | 0,00 | 166 | -4,60 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 31.485 | 58,72 | 847 | 62,26 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 23.790 | 0,00 | 640 | 2,24 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 1.214 | 0,00 | 33 | 3,23 | ||||
| 2026-02-17 | 13F | Raine Group LLC | 291.323 | -19,97 | 7.840 | -18,24 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 10.885 | -5,39 | 279 | -9,71 | ||||
| 2026-02-13 | 13F | Apriem Advisors | 6.166.583 | -3,73 | 165.943 | -1,64 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 58.944 | 1.586 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 150.791 | -4,52 | 3.866 | -9,01 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 12.678 | 0,00 | 341 | 2,40 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 39.446 | -0,79 | 1.061 | 1,34 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 29.378 | -3,32 | 796 | -1,12 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 2.729.048 | 0,46 | 73 | 2,82 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 10.387.007 | 0,36 | 283.038 | 3,82 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 11.660 | 0,29 | 299 | |||||
| 2026-04-24 | 13F | Innova Wealth Partners | 19.284 | 494 | ||||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 374.339 | 0,53 | 10.073 | 2,71 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 43.988 | 0,00 | 1 | 0,00 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 19.649 | 43,90 | 529 | 47,08 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 3.985.073 | 1,77 | 107.238 | 3,87 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 76.644 | -1,02 | 1.965 | -5,66 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 504.421 | -1,54 | 12.933 | -6,19 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 207.807 | -5,54 | 5.592 | -3,49 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 349.120 | 5,04 | 9.395 | 7,31 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 97.559 | 3,83 | 2.625 | 6,10 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 12.031 | -0,60 | 308 | -5,23 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 175.371 | 4.619 | ||||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 1.408.154 | 5,74 | 36 | 2,86 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 132.272 | 391,10 | 3.559 | 401,97 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 19.557 | 0,02 | 501 | -4,75 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 25.110 | 0,06 | 644 | -4,74 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 9.650 | 7,25 | 260 | 9,28 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 7.691 | 0,00 | 210 | 3,47 | ||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 15.513 | 417 | ||||||
| 2026-01-21 | 13F | South Shore Capital Advisors | 9.833 | 102,58 | 265 | 28,16 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 218.496 | 0,00 | 5.880 | 2,15 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 139 | 0,00 | 4 | 0,00 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 14.202 | 0,00 | 364 | -4,71 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 12.178 | 6,10 | 0 | |||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 42.245 | -87,11 | 1.137 | -86,84 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 43.160 | 5,34 | 1.161 | 7,60 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 269.200 | -3,28 | 7.244 | -1,17 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 9.055 | 232 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 36.304 | -3,10 | 931 | -7,74 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 26.712 | 0,03 | 685 | -4,74 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 56.305 | 3,35 | 1.515 | 5,57 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 8.964 | 9,05 | 241 | 11,57 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 126.942 | 0,00 | 3.416 | 2,18 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 8.827 | 0,00 | 238 | 2,16 | ||||
| 2026-02-14 | 13F | American Trust | 26.280 | -33,24 | 707 | -31,76 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 2.343 | 0,00 | 63 | 3,28 | ||||
| 2026-02-13 | 13F | Virtus ETF Advisers LLC | 169 | -7,65 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 55.499 | 0,00 | 1.493 | 2,19 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13.079 | 3,96 | 352 | 6,04 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 42.715 | -1,06 | 1.149 | 1,06 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 7.735 | 208 | ||||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 215.514 | 9,13 | 5.526 | 3,97 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 13.151 | 1,59 | 337 | -3,16 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 712.987 | 0,35 | 18.281 | -4,39 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 53.284 | 20,43 | 1.434 | 23,00 | ||||
| 2026-02-11 | 13F | Signet Private Wealth LLC | 44.203 | 1.190 | ||||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 151.058 | 0,00 | 3.979 | 7,78 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 1.149.357 | 0,65 | 29.470 | -4,10 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 7.128 | 8,89 | 183 | 3,41 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 183.385 | 1,38 | 4.935 | 3,57 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 11.920 | -7,19 | 321 | -5,33 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 47.797 | 30,75 | 1.226 | 24,62 | ||||
| 2026-01-23 | 13F | Ashford Advisors, LLC | 1.355.327 | -0,68 | 36.472 | 1,47 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 8.893 | 0,00 | 239 | 2,14 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 2.403 | 65 | ||||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 1.460.128 | 19,03 | 39.292 | 21,61 | ||||
| 2026-01-20 | 13F | Lawson Kroeker Investment Management Inc/ne | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 40.103 | -15,06 | 1.079 | -13,19 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 354.436 | -4,94 | 9.538 | -2,88 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 84.152 | -9,13 | 2.158 | -13,44 | ||||
| 2026-02-19 | 13F | 93 Financial Group, LLC | 76.464 | 2.058 | ||||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 9.555 | 0,28 | 245 | -4,30 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 134.137 | -0,98 | 3.439 | -5,68 | ||||
| 2026-01-23 | 13F | Parthenon Llc | 7.758 | 0,00 | 209 | 1,96 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 712.672 | 160,29 | 18.273 | 147,99 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 66.135 | -11,22 | 1.780 | -9,33 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 9.025 | 15,41 | 231 | 10,00 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 422.207 | -0,72 | 11.362 | 1,43 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 19.522.489 | 5,62 | 525.350 | 7,91 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 378.722 | 46,98 | 10.191 | 50,15 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 113.652 | -1,52 | 3.058 | 0,63 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 32.400 | 872 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 70.179 | 0,09 | 1.799 | -4,61 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 1.257.287 | -3,86 | 33.834 | -1,78 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 72.599 | 0,24 | 1.861 | -4,47 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 249.841 | 0,00 | 6.723 | 2,17 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 355.840 | 10 | ||||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 200.548 | -5,74 | 5.397 | -3,71 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 30.395 | 818 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 12.769 | -9,44 | 327 | -13,72 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 163.980 | 21,57 | 4.204 | 15,84 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 9.816 | 0,00 | 252 | -4,92 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.850.090 | -55,09 | 49.786 | -54,12 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 9.936.362 | 3,14 | 267.388 | 5,37 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bfsg, Llc | 49.029 | 0,77 | 1.319 | 2,97 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 278.800 | -0,16 | 7.148 | -4,87 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 9.960 | 268 | ||||||
| 2026-02-06 | 13F | Condor Capital Management | 132.261 | -0,77 | 3.559 | 1,40 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 2.283.449 | 3,50 | 58.548 | -1,38 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 58.899 | 5,60 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | PFG Advisors | 381.661 | 10,61 | 10.270 | 13,01 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 46.810 | 1.200 | ||||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 433.363 | 14,65 | 11.662 | 17,13 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 18.990.659 | 0,67 | 511.039 | 2,85 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 23.916 | 101,26 | 613 | 92,16 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 79.379 | -1,52 | 2.035 | -6,18 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 3.241 | 87 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 3.151.933 | 0,50 | 84.819 | 2,67 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 10.607 | 0,02 | 285 | 2,15 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 940.055 | 0,31 | 24.103 | -4,43 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 57.812 | -0,43 | 1.482 | -5,12 | ||||
| 2026-02-20 | 13F | Waterford Advisors, LLC | 9.987 | 274 | ||||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 105.626 | -1,65 | 2.842 | 0,50 | ||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 25.509 | 686 | ||||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 30.521 | -1,64 | 821 | 0,49 | ||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 402.404 | -0,11 | 11 | 0,00 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 1.444 | 0,00 | 37 | -2,63 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 93.031 | 3,22 | 2.503 | 5,43 | ||||
| 2026-02-17 | 13F | Adams Wealth Management | 2.115.264 | -2,26 | 56.922 | -0,15 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 17.173 | 0,00 | 440 | -4,76 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 5.583 | 150 | ||||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 12.527 | -4,74 | 337 | -2,60 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 21.126 | 0,00 | 569 | 2,16 | ||||
| 2025-11-12 | 13F | Alpha Zero LLC | 733.407 | 3,46 | 19.318 | 11,50 | ||||
| 2026-04-21 | 13F | Asset Planning Services Inc /la/ /adv | 186.497 | 1,42 | 5 | 0,00 | ||||
| 2026-01-23 | 13F | Blue Sky Capital Consultants Group, Inc. | 11.955 | 322 | ||||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 121.252 | 0,34 | 3.109 | -4,40 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 29.250 | 0,00 | 750 | -4,83 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 714.809 | -0,11 | 19.235 | 2,05 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 24.699 | 665 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 12.096 | 8,60 | 325 | 10,92 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 18.315 | 3,21 | 493 | 5,35 | ||||
| 2026-01-14 | 13F | True Vision MN LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 224.672 | -1,06 | 6.046 | 1,07 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 181.894 | -1,41 | 4.895 | 0,72 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 73.714 | -1,81 | 1.984 | 0,30 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 169.019 | -2,89 | 4.548 | -0,79 | ||||
| 2026-02-12 | 13F | Cornerstone Capital, Inc. | 7.737 | 0,00 | 208 | 2,46 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 2.530.291 | 9,44 | 68.090 | 12,38 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 1.496.412 | -1,88 | 40.268 | 0,25 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 17.480 | 0,00 | 470 | 2,17 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 353.258 | -0,64 | 9.058 | -5,33 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 114.080 | -2,22 | 3.070 | -0,13 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 43.638 | 4,02 | 1.174 | 6,34 | ||||
| 2026-02-06 | 13F | Cadence Wealth Management LLC | 14.389 | 2,87 | 387 | 5,16 | ||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 60.657 | -1,45 | 1.635 | -2,33 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 1.420.448 | 0,93 | 38.224 | 3,11 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 2.464.660 | -1,28 | 66.324 | 0,85 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 33.832 | 0,00 | 910 | 2,13 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 10.629 | 286 | ||||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 82.997 | 24,56 | 2.233 | 27,24 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 31.782 | 0,00 | 815 | -4,80 | ||||
| 2026-04-13 | 13F | Benson Investment Management Company, Inc. | 150.802 | 3.867 | ||||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 4.041 | 0,00 | 109 | 1,89 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 37.957 | 7,50 | 1.021 | 9,78 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 23.875 | -92,34 | 642 | -92,18 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 10.645 | 0,00 | 273 | -4,90 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 1.106.149 | 5,65 | 29.766 | 7,94 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 1.406 | 0,00 | 38 | 0,00 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 89.459 | 2.407 | ||||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 8.553 | 0,00 | 230 | 2,22 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 366.624 | 1,03 | 9.400 | -3,74 | ||||
| 2026-02-02 | 13F | SevenBridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 54.719 | 0,12 | 1.472 | 2,29 | ||||
| 2026-02-10 | 13F | Marietta Investment Partners Llc | 39.101 | 4,57 | 1.052 | 6,91 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 34.128 | 0,00 | 875 | -4,68 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 204 | 0,00 | 5 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 13.472 | -3,83 | 345 | -8,24 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 45.472 | -5,97 | 1.166 | -10,45 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 5.191 | 86.416,67 | 141 | |||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 498.111 | -1,58 | 13.120 | 6,07 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 25.569 | -0,40 | 656 | -5,07 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 30.634 | 100,38 | 824 | 104,98 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 136.532 | 0,05 | 3.501 | -4,68 | ||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 7.500 | 202 | ||||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 13.177 | 355 | ||||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 562.212 | 15.129 | ||||||
| 2026-04-22 | 13F | RMR Wealth Builders | 163.774 | -0,75 | 4.199 | -5,43 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 19.131 | -1,28 | 515 | 0,78 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 207.642 | 0,34 | 5.324 | -4,40 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 173.748 | -3,04 | 4.455 | -7,61 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 31.279 | 0,04 | 842 | 2,19 | ||||
| 2026-02-04 | 13F | Blackhawk Capital Partners LLC. | 545.982 | 1,91 | 14.692 | 4,12 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 413.626 | -3,97 | 10.605 | -8,51 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 39 | 0,00 | 1 | 0,00 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 3.021 | 22,46 | 81 | 26,56 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 42.787 | 3,34 | 1.151 | 5,60 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 2.212.231 | -1,46 | 59.531 | 0,67 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Financial Designs Corp | 14.172 | 0,00 | 363 | -4,72 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 426.374 | -14,36 | 11.474 | -12,51 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 29.246 | 787 | ||||||
| 2025-10-30 | 13F | Socha Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 29.673 | 3,89 | 761 | -1,04 | ||||
| 2026-01-15 | 13F | DB Fitzpatrick & Co, Inc | 235 | 19,29 | 6 | 20,00 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 31.556 | 0,07 | 849 | 2,29 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 1.739 | 0,29 | 47 | 2,22 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 15.700 | 6,63 | 422 | 9,04 | ||||
| 2026-02-10 | 13F | Colton Groome Financial Advisors, Llc | 19.855 | 0,00 | 534 | 2,30 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 27.211 | 0,26 | 698 | -5,30 | ||||
| 2026-01-27 | 13F | Penobscot Investment Management Company, Inc. | 14.940 | -4,96 | 402 | -2,90 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 58.489 | -21,72 | 1.574 | -20,07 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 20.001 | 0,20 | 513 | -4,66 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 12.255 | 1,67 | 330 | 3,79 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 9.735 | 0,00 | 250 | -4,60 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 24 | 0,00 | 1 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 316.014 | 15,06 | 8.103 | 9,62 | ||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 75.142 | -1,73 | 2.022 | 0,45 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Truepoint, Inc. | 836.756 | -0,86 | 22.517 | 1,28 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 15.193 | -0,61 | 390 | -5,35 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 49.538 | 32,70 | 1.333 | 35,61 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 1.296.003 | -11,97 | 35.148 | -9,37 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 13.506 | 0,00 | 346 | -4,68 | ||||
| 2026-01-07 | 13F | Riversedge Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 85.740 | 9,23 | 2 | 0,00 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 357 | 0,00 | 9 | 12,50 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 18.207 | 0,02 | 467 | -5,86 | ||||
| 2026-02-24 | 13F | Alternative Investment Advisors, LLC. | 39.292 | -1,10 | 1.057 | 1,05 | ||||
| 2026-02-06 | 13F | Hexagon Capital Partners LLC | 18.311 | 12,68 | 493 | 14,95 | ||||
| 2026-02-09 | 13F | Main Street Research LLC | 9.835 | -32,32 | 265 | -30,89 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 5.358 | 538 | ||||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Human Investing LLC | 62.767 | -2,45 | 1.689 | -0,30 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 2.714 | 70 | ||||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1.861.871 | -13,31 | 47.738 | -17,40 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 430.994 | -1,55 | 11.598 | 0,58 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 118.211 | -3,66 | 3.031 | -8,21 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 579.346 | 2,68 | 15.590 | 4,90 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 846 | 0,00 | 23 | 0,00 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 133.988 | 3.606 | ||||||
| 2026-01-21 | 13F | Crews Bank & Trust | 2.999 | -1,38 | 81 | 0,00 | ||||
| 2026-01-29 | 13F | St. Johns Investment Management Company, LLC | 1.015.733 | 2,35 | 27.333 | 4,56 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 409.360 | 5,73 | 10.496 | 0,75 | ||||
| 2026-01-09 | 13F | Peterson Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 259.978 | -3,49 | 6.996 | -1,40 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 196.774 | 9.461,42 | 5.657 | 10.374,07 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 796 | 100,00 | 21 | 110,00 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 1.478.970 | 0,15 | 38.956 | 7,94 | ||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 5.301.134 | 1,28 | 142.654 | 3,47 | ||||
| 2026-04-15 | 13F | Howard Capital Management Group, LLC | 9.234 | 0,00 | 237 | -4,84 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 35.504 | -1,58 | 955 | 0,53 | ||||
| 2026-02-12 | 13F | Haven Private, LLC | 9.439 | 0,00 | 254 | 2,42 | ||||
| 2026-01-20 | 13F | White & Co Financial Planning Inc | 810.769 | -0,04 | 21.818 | 2,12 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 45.640 | -2,01 | 1.228 | 0,16 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 150 | 0,00 | 4 | 33,33 | ||||
| 2026-02-02 | 13F | Guardian Wealth Advisors, LLC | 10.346 | 0,00 | 278 | 2,21 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 10.296 | 0,00 | 264 | -5,05 | ||||
| 2026-02-17 | 13F | Covington Investment Advisors Inc. | 34.606 | -4,43 | 1 | |||||
| 2026-02-06 | 13F | Sierra Summit Advisors Llc | 8.953 | 0,00 | 241 | 2,13 | ||||
| 2026-04-21 | 13F | Bennett Selby Investments Lp | 23.963 | 0,00 | 614 | -4,66 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 330.039 | 8.990 | ||||||
| 2026-01-26 | 13F | SeaBridge Investment Advisors LLC | 13.800 | 0,00 | 371 | 2,20 | ||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 249.361 | 0,38 | 6.710 | 2,55 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 10.934 | 0,00 | 294 | 2,44 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 10.761 | 0,00 | 276 | -4,84 | ||||
| 2026-02-12 | 13F | Tiemann Investment Advisors, Llc | 12.360 | 0,00 | 333 | 2,15 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 62.071 | 0,42 | 1.670 | 2,58 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 22.435 | 0,29 | 601 | -0,33 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 8.252 | 0,29 | 223 | 3,24 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 7.748 | -39,68 | 199 | -42,61 | ||||
| 2026-02-13 | 13F | Global Endowment Management, LP | 363.887 | -3,00 | 9.792 | -0,89 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 2.828.898 | -0,22 | 76.126 | 1,94 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 21.642 | -4,21 | 582 | -2,18 | ||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 44.749 | 0,00 | 1.204 | 2,21 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 100.943 | -0,29 | 2.716 | 1,88 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 58.891 | 562,14 | 1.588 | 87,04 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 673.645 | 1,81 | 18.129 | 4,02 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 19.946 | 14,66 | 537 | 17,03 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 8.523 | 0,00 | 229 | 2,23 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 813.474 | 21.891 | ||||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 32.371 | -11,62 | 871 | -9,65 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 1.695.498 | 2,96 | 44.994 | 3,73 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 424.237 | 3,04 | 10.877 | -1,82 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 9.678 | 9,12 | 248 | 4,20 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 2.174 | 0,00 | 56 | -5,17 | ||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 54.107 | 1.456 | ||||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 2.025 | 0 | ||||||
| 2026-02-10 | 13F | Tidemark, LLC | 1.275 | 474,32 | 34 | 580,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 2.547.563 | 9,45 | 68.555 | 11,81 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 9.278 | 0,00 | 238 | -4,82 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 66.187 | -9,79 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 16.939 | 0,08 | 456 | 2,25 | ||||
| 2026-01-20 | 13F | Meridian Investment Counsel Inc. | 7.742 | 0,10 | 208 | 2,46 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 125.552 | -1,13 | 3.379 | 1,02 | ||||
| 2026-02-11 | 13F | Nicollet Investment Management, Inc. | 293.530 | 0,00 | 8 | 0,00 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 823 | 0,00 | 22 | 4,76 | ||||
| 2026-02-04 | 13F | Rock Point Advisors, LLC | 7.647 | -0,04 | 206 | 1,99 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 1.735.246 | 6,41 | 47.233 | 6,60 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 33.505 | 918 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 38.171 | 46,39 | 1.021 | 43,00 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 831.190 | -0,80 | 21.312 | -5,48 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 24.558 | 630 | ||||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 786 | 0,26 | 20 | -4,76 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 10.872 | 0,00 | 293 | 2,10 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 54.981 | -1,02 | 1.410 | -5,69 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 15.852 | 0,00 | 427 | 2,16 | ||||
| 2026-01-27 | 13F | Compass Financial Group, INC/SD | 102.430 | 2,58 | 2.756 | 4,79 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 279.943 | -1,39 | 7.533 | 0,75 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 4.691.102 | 0,25 | 120.280 | -4,48 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 49.925 | 9,28 | 1.343 | 11,64 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 453.237 | 224,59 | 11.621 | 209,32 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 36.210 | 0,00 | 1.012 | 3,80 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 3.306.092 | -3,34 | 84.768 | -7,90 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 931.113 | 3,94 | 23.874 | -0,97 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 17.483 | 0,21 | 0 | |||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 355.323 | -12,45 | 9.562 | -10,55 | ||||
| 2026-01-29 | 13F | Carmel Capital Partners, LLC | 19.703 | 1,77 | 530 | 4,13 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 305.184 | 0,20 | 7.825 | -4,53 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 62.330 | 5,35 | 1.677 | 7,64 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.184.855 | -3,37 | 31.884 | -1,28 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 131.523 | -2,18 | 3.372 | -6,80 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 10.961 | -42,43 | 295 | -41,32 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 59.881 | 70,88 | 1.535 | 62,95 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 1.846.376 | -0,91 | 50 | 0,00 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 69.017 | 1.857 | ||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 6.281 | 169 | ||||||
| 2026-04-23 | 13F | Auctus Advisors Llc | 11.429 | 0,00 | 293 | -4,56 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 12.782 | -1,97 | 344 | 0,00 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 1.788.112 | -0,98 | 48.118 | 1,16 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 13.270 | 43,18 | 357 | 46,31 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 11.021 | -2,42 | 283 | -6,93 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 72.018 | 0,02 | 1.938 | 2,22 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 666.106 | 18,98 | 17.079 | 13,36 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 12.378 | 57,24 | 333 | 60,87 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 18.795 | -4,11 | 506 | -2,13 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 87.451 | 0,72 | 2.242 | -4,02 | ||||
| 2026-04-15 | 13F | Verity & Verity, LLC | 9.780 | -19,66 | 251 | -23,55 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 406 | 0,25 | 11 | 11,11 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 250.522 | -4,42 | 6.423 | -8,93 | ||||
| 2026-02-17 | 13F | One Wealth Capital Management, Llc | 40.348 | 0,63 | 1.086 | 2,75 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 2.688 | 0,00 | 72 | 2,86 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Grantvest Financial Group LLC | 17.213 | -0,29 | 463 | 1,98 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 29.557 | 0,00 | 758 | -4,78 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 481.592 | -1,19 | 12.348 | -5,85 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 39.806 | -1,07 | 1.071 | 1,13 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 2.100 | 0,00 | 57 | 1,82 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 459 | 0,44 | 12 | 0,00 | ||||
| 2026-02-13 | 13F | Avant Capital LLC | 68.433 | 0,16 | 1.842 | 2,33 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Davis Capital Management | 1.909 | -17,93 | 49 | -22,58 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 13.953 | 0,30 | 375 | 2,46 | ||||
| 2026-02-05 | 13F | Millennium Capital Advisors, LLC | 61.504 | -0,71 | 1.655 | 1,47 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 34.479.165 | 1,28 | 939.212 | 4,71 | ||||
| 2026-02-09 | 13F | Cypress Capital Management LLC (WY) | 578 | 0,00 | 16 | 0,00 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 11.865 | 209,23 | 319 | 215,84 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 40.788 | -0,29 | 1.046 | -5,00 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 1.050 | 0,00 | 27 | -7,14 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 3.080 | 5,08 | 84 | -13,40 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 43.332 | -2,03 | 1.166 | 0,09 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 133 | 4 | ||||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 305.547 | 8.222 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 13.376 | 1,02 | 343 | -3,93 | ||||
| 2026-02-02 | 13F | Your Advocates Ltd., LLP | 15.351 | -9,32 | 413 | -7,19 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 670.671 | -2,92 | 18.048 | -0,82 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 9.590 | -4,15 | 258 | -1,90 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 454.701 | 0,31 | 11.659 | -4,42 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 28.551 | -5,75 | 732 | -10,18 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 69.218 | 1.863 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 107.355 | 9,42 | 2.753 | 4,24 | ||||
| 2026-04-14 | 13F | Flower City Capital | 125.913 | -0,73 | 3.228 | -5,42 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 40.092 | 2,18 | 1.079 | 4,36 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 460.431 | -0,91 | 12.390 | 1,23 | ||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 79.693 | 4,13 | 2.043 | -0,78 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 75.063 | -5,83 | 1.925 | -10,30 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 156.180 | 43,36 | 4.004 | 36,61 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 13.043 | 0,03 | 351 | 2,04 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 43.152 | -3,27 | 1.106 | -7,83 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 27.900 | -2,08 | 715 | -6,66 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 37.283 | 74,73 | 1.003 | 78,47 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 144.831 | 6,61 | 3.897 | 8,92 | ||||
| 2026-03-12 | 13F | Bawa N Mallick Trust | 105.900 | 0,00 | 2.850 | 2,15 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 70.093 | 0,00 | 1.886 | 2,17 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 13.577 | 7,95 | 348 | 2,96 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 511.149 | -17,31 | 13.106 | -21,21 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 7.702 | -22,69 | 207 | -20,99 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 85.757 | 11,16 | 2.199 | 5,88 | ||||
| 2026-02-17 | 13F | Family Management Corp | 61.278 | -0,65 | 1.649 | 1,48 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 114.130 | 20,04 | 2.926 | 14,39 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 9.083 | -7,57 | 244 | -5,43 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1.280 | 0,31 | 33 | -5,88 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 64.666 | 218,72 | 1.740 | 225,84 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 99.954 | -48,31 | 2.563 | -45,88 | ||||
| 2026-01-14 | 13F | Advisors Management Group Inc /adv | 140.514 | -2,55 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 63.814 | -1,04 | 1.717 | 1,12 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 9.595 | -86,11 | 253 | -85,08 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 417 | 0,00 | 11 | 10,00 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 85.038 | 0,14 | 2.180 | -4,60 | ||||
| 2026-02-09 | 13F | Summitry Llc | 13.806 | 372 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 30.984.972 | 5,25 | 833.806 | 7,53 | ||||
| 2026-04-16 | 13F | Breakthru Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 161.301 | 2,39 | 4.136 | -2,45 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 5.943 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 528.506 | 16,45 | 13.551 | 10,95 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 296 | 0,34 | 8 | 0,00 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 16.962.165 | 2,92 | 456.452 | 5,15 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 163.514 | -3,50 | 4.193 | -8,05 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | K2 Financial Inc. | 380.612 | 2,24 | 10.372 | 6,04 | ||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 750.046 | 19.993 | ||||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 538.955 | 25,74 | 14.503 | 32,34 | ||||
| 2026-01-22 | 13F | ETF Store, Inc. | 146.022 | 0,12 | 3.929 | 2,29 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 36.776 | 131,09 | 990 | 136,04 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 10.998 | 9,33 | 282 | 4,07 | ||||
| 2026-02-09 | 13F | Hartline Investment Corp/ | 26.798 | 3,61 | 721 | 5,87 | ||||
| 2026-01-26 | 13F | Kiley Juergens Wealth Management, Llc | 32.732 | 0,16 | 881 | 2,33 | ||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 30.975 | 0,00 | 834 | 2,21 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 105.342 | 0,00 | 2.701 | -4,73 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 37.622 | -7,06 | 1.012 | -5,07 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 1.172.583 | 1,52 | 31.554 | 3,72 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 780.202 | -0,70 | 20.995 | 1,45 | ||||
| 2026-01-30 | 13F | Torren Management, LLC | 25.069 | 675 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 237 | 0,00 | 6 | 0,00 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 13.971 | 0,06 | 376 | 2,18 | ||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 18.129 | 0,00 | 488 | 2,10 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 8.159 | -6,85 | 209 | -11,06 | ||||
| 2026-02-09 | 13F | Van Cleef Asset Management,Inc | 245.409 | 8,79 | 6.604 | 11,14 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 797.120 | -0,93 | 21.450 | 1,21 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 8.018 | 0,00 | 216 | 1,90 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1.093 | 0,00 | 28 | -3,45 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 267.933 | 185,16 | 7.210 | 191,43 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 10.568 | -2,69 | 284 | -0,70 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 9.048 | -50,94 | 244 | -49,90 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 10.563 | 0,06 | 284 | 2,16 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 1.078.998 | -0,15 | 27.665 | -4,86 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 556.304 | -28,67 | 14.264 | -32,04 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 179.336 | -0,64 | 4.598 | -5,33 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 22.236 | 394,13 | 570 | 371,07 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 38.616 | 0,00 | 990 | -4,72 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 9.416 | -37,58 | 253 | -36,27 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 10.149 | 0,00 | 273 | 2,25 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 3.453 | -50,08 | 93 | -49,45 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 17.217 | -28,55 | 463 | -26,97 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 19.175 | -29,97 | 492 | -33,29 | ||||
| 2026-04-21 | 13F | Poehling Capital Management, LLC | 141.707 | -6,59 | 3.633 | -11,00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 18.493 | -57,01 | 474 | -59,35 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 3.216.726 | 2,36 | 86.562 | 12,71 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 37.259 | 8,73 | 955 | 3,58 | ||||
| 2026-04-20 | 13F | City State Bank | 1.878 | 0,00 | 48 | -4,00 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Avion Wealth | 2.728 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Landmark Wealth Management, LLC | 23.086 | -3,38 | 621 | -1,27 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 84.342 | -2,55 | 2.163 | -7,17 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 32.416 | 1,25 | 831 | -3,48 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 78.292 | 6,26 | 2.107 | 8,56 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 714.911 | 14,79 | 19.238 | 17,28 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 112.402 | -0,13 | 3.025 | 2,02 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 169.350 | -14,39 | 4.557 | -12,53 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 11.042 | -6,56 | 297 | -4,50 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 158.218 | 0,00 | 4.258 | 2,16 | ||||
| 2026-02-10 | 13F | Up Strategic Wealth Investment Advisors Llc | 718.663 | 5,81 | 19.576 | 9,38 | ||||
| 2025-10-29 | 13F | Providence First Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 600 | 16 | ||||||
| 2026-02-03 | 13F | Van Strum & Towne Inc. | 242.971 | 0,39 | 6.538 | 2,56 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 25.392 | 22,08 | 660 | 17,89 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 2.773.529 | 28,18 | 74.636 | 30,95 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 2.130 | 0,33 | 57 | 3,64 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 131.851 | 25,66 | 3.381 | 19,73 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 1.287.531 | 2,34 | 34.647 | 4,56 | ||||
| 2026-04-24 | 13F | Perryman Financial Advisory Inc /ad | 29.215 | 0,42 | 749 | -4,22 | ||||
| 2026-02-17 | 13F | Opal Capital Llc | 9.928 | 266 | ||||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 29.999 | 807 | ||||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 60.137 | 0,08 | 1.542 | -4,64 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 2.665 | 0,00 | 72 | 1,43 | ||||
| 2026-04-20 | 13F | Barton Investment Management | 16.800 | 0,00 | 431 | -4,87 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 232.847 | 6.266 | ||||||
| 2026-02-17 | 13F | Janus Henderson Group Plc | 12.410.720 | 8,60 | 333.972 | 10,95 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 9.998.509 | 6,21 | 269.060 | 16,94 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 9.789 | 0,00 | 266 | 2,32 | ||||
| 2026-02-13 | 13F | St. Nicholas Private Asset Management, Inc | 43.354 | -1,40 | 1.167 | 0,69 | ||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 10.942 | 294 | ||||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 40.998 | 1.103 | ||||||
| 2026-02-11 | 13F | Red Cedar Investment Management, Llc | 656.462 | 0,00 | 17.665 | 2,16 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 115.149 | -1,87 | 3.099 | 0,26 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.130.533 | 5,12 | 30.423 | 7,40 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 777.851 | -2,72 | 19.944 | -7,31 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 1.406.337 | -3,84 | 37.845 | -3,84 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 111.354 | -3,04 | 2.855 | -7,61 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 627 | 0,00 | 17 | 0,00 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 56.639 | 0,37 | 1.472 | -3,03 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 1.416.630 | 48,44 | 38.122 | 51,65 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 97.767 | -0,73 | 2.507 | -5,65 | ||||
| 2026-02-13 | 13F | Segall Bryant & Hamill, Llc | 276.549 | 7.442 | ||||||
| 2026-02-13 | 13F | Graney & King, LLC | 160 | 0,00 | 4 | 0,00 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 8.634 | -51,22 | 221 | -53,57 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 22.274 | 0,00 | 599 | 2,22 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 270.198 | -51,73 | 7.271 | -50,69 | ||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 7.957 | 0,65 | 214 | 2,88 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 197.838 | -2,65 | 5.324 | -0,54 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 152.173 | -0,21 | 4.095 | 1,94 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 4.435.795 | -0,98 | 119.367 | 1,16 | ||||
| 2026-02-17 | 13F | Norinchukin Bank, The | 10.180.000 | 273.944 | ||||||
| 2025-10-28 | 13F | Wolff Wiese Magana Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 1.127 | 0,00 | 30 | 15,38 | ||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 6.958 | 187 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 2.049.310 | 5,15 | 55.147 | 7,43 | ||||
| 2026-04-22 | 13F | Motco | 13.523 | 11,78 | 347 | 6,46 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 391.178 | -20,45 | 10.030 | -24,20 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.243.444 | 2,97 | 60.371 | 5,20 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 16.654 | -50,57 | 448 | -49,49 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 2.695.183 | 3,50 | 72.527 | 5,74 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 16.234 | 416 | ||||||
| 2026-01-26 | 13F | Farnam Financial LLC | 417.539 | -19,77 | 11.236 | -18,04 | ||||
| 2025-10-28 | 13F | First National Corp /ma/ /adv | 735.355 | 1,47 | 19.443 | 9,77 | ||||
| 2026-02-05 | 13F | AMJ Financial Wealth Management | 8.570 | 9,58 | 231 | 11,65 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 9.013 | -39,75 | 243 | -38,58 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 66.491 | 21,95 | 1.705 | 16,16 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 41.547 | -2,15 | 1.065 | -6,74 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 1.747.876 | -7,29 | 47.035 | -5,28 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 26.499 | 1,94 | 713 | 4,24 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 25.846 | -3,19 | 696 | -1,14 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 405.467 | 1,63 | 10.396 | -3,16 | ||||
| 2026-04-21 | 13F | SLT Holdings LLC | 22.294 | -56,50 | 572 | -58,59 | ||||
| 2026-02-17 | 13F | Fmr Llc | 1.430.260 | 5,70 | 38.488 | 7,99 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 4.905 | 0,00 | 126 | -4,58 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 10.575 | -2,67 | 285 | -0,70 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 901.405 | 1,55 | 23.112 | -3,24 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 189.035 | 120,81 | 4.847 | 110,42 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 271.393 | 3,45 | 7.303 | 5,70 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 130.985 | 0,21 | 3.358 | -4,52 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 4.242 | 114 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 4.328 | 0,00 | 111 | -5,17 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 61.858 | -2,81 | 1.665 | -0,72 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 3.561.826 | -1,11 | 95.849 | 1,03 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 13.584 | 0,00 | 366 | 2,24 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 21.945 | 591 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 97.040 | 0,00 | 2.488 | -4,60 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 900 | 0,00 | 24 | 4,35 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1.948 | 0,67 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 107.705 | -1,19 | 2.898 | 0,94 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 2.676.224 | 4,10 | 72.017 | 6,36 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 32.450 | 873 | ||||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 98.100 | 8,72 | 2.515 | 3,58 | ||||
| 2026-01-22 | 13F | Lesa Sroufe & Co | 7.509 | -18,30 | 0 | |||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 17.231 | -31,14 | 442 | -34,47 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 3.031.436 | -0,37 | 81.576 | 1,78 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 441 | 0,00 | 12 | 0,00 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 138.362 | -0,55 | 3.723 | 1,61 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 1.607.504 | 14,89 | 43.258 | 17,38 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 36.828 | -13,11 | 944 | -17,19 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 22.321 | -1,12 | 572 | -5,77 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 596.721 | -36,77 | 16.058 | -35,40 | ||||
| 2026-02-05 | 13F | Odyssey Capital Advisors, Inc. | 26.178 | 704 | ||||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 32.563 | 19,75 | 876 | 22,35 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 1.903.988 | -1,74 | 51.236 | 0,39 | ||||
| 2026-02-13 | 13F | Commerce Bank | 137.349 | 3,94 | 3.696 | 6,21 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 201.085.961 | -2,22 | 5.411.223 | -0,10 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 12.513 | 0,29 | 325 | -4,13 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 22.124 | 21,19 | 595 | 23,96 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 660.723 | 1,47 | 18 | 0,00 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 914.622 | -4,21 | 24.612 | -2,14 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 12.924 | -1,41 | 331 | -5,97 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 79.585 | -6,77 | 2.142 | -4,76 | ||||
| 2026-02-24 | 13F | Nolet Wealth Management, LLC | 20.860 | 561 | ||||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 46.925 | 0,15 | 1.203 | -4,52 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 799.274 | 0,30 | 20.493 | -4,43 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 1.680 | 0,00 | 45 | 2,27 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 377.338 | -5,42 | 9.675 | -9,89 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 20.880 | 0,00 | 562 | 1,63 | ||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 102.095 | -4,31 | 2.747 | -2,24 | ||||
| 2026-01-29 | 13F | Capital Investment Services of America, Inc. | 8.670 | 0,00 | 233 | 2,19 | ||||
| 2026-02-06 | 13F | Authentikos Wealth Advisory, LLC | 132.790 | 3.573 | ||||||
| 2026-02-10 | 13F | Zhang Financial LLC | 105.883 | 4,13 | 2.849 | 6,39 | ||||
| 2026-02-19 | 13F | First Growth Capital LLC | 103.820 | 2.833 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 240.352 | -6,84 | 6.163 | -11,24 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 10.552 | 5,67 | 284 | 7,60 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 14.287 | 0,02 | 366 | -4,69 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 877.990 | 3,43 | 22.512 | -1,45 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 132.924 | 3.577 | ||||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 17.819 | 0,04 | 457 | -4,80 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 28.653 | 0,19 | 771 | 2,39 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 361.265 | 2,48 | 9.263 | -2,36 | ||||
| 2026-01-14 | 13F | Wealthcare Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Aspiring Ventures, LLC | 86.249 | -13,92 | 2.321 | -12,09 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 39.590 | 19,45 | 1.065 | 22,13 | ||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 60.288 | 0,00 | 1.622 | 2,21 | ||||
| 2025-11-03 | 13F | Capital Wealth Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 1.205.151 | 4,09 | 30.900 | -0,82 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 36.843 | 8,62 | 991 | 10,97 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 141.622 | 3.811 | ||||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 1.203.797 | 0,39 | 30.865 | -4,34 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 13.915 | 374 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.552 | 0,00 | 65 | -4,41 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 33.093 | 901 | ||||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 52.773 | 4,47 | 1.448 | 8,80 | ||||
| 2026-04-15 | 13F | Family Legacy Financial Solutions, LLC | 725.397 | 1,30 | 18.744 | 98.552,63 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 9.848 | 275 | ||||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 16.508 | 1,02 | 444 | 3,26 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.367 | 0,01 | 333 | 2,15 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 817.810 | -0,77 | 22.007 | 1,38 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 35.413 | 0,11 | 944 | -0,84 | ||||
| 2026-04-13 | 13F | Trust Co | 5.818 | 25,23 | 149 | 19,20 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 11.052 | 0,36 | 283 | -4,39 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 7.683 | -6,01 | 207 | -4,19 | ||||
| 2025-11-10 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 8.445.906 | -3,85 | 227.279 | -1,77 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 1.833.652 | 18,53 | 47.015 | 12,85 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 8.429 | 0,00 | 227 | 1,80 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 71.067 | 19,73 | 1.912 | 22,33 | ||||
| 2026-02-17 | 13F | Sky-mountain Capital Management, Inc. | 7.842 | 0,00 | 214 | 3,38 | ||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 7.592.541 | 0,00 | 204.315 | 2,16 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.362.888 | 22,77 | 36.675 | 25,43 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 150.988 | -7,26 | 4.054 | -7,57 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 17 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 6.445 | 298,82 | 173 | 311,90 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 7.441 | 1.933,06 | 200 | 2.122,22 | ||||
| 2026-02-19 | 13F | Rare Wolf Capital LLC | 8.400 | 226 | ||||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 15.332 | -5,97 | 413 | -3,96 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 19.447 | -1,02 | 523 | 1,16 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 9.000 | 0,00 | 231 | -4,96 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 82 | 2 | ||||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 141.719 | -13,04 | 3.814 | -11,16 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 35.648 | 17,91 | 959 | 20,48 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 10.653 | -2,73 | 273 | -7,14 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 91.991 | 2,95 | 2.355 | -3,92 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 10.472 | 269 | ||||||
| 2026-01-28 | 13F | Glassman Wealth Services | 3.702 | -38,31 | 100 | -37,34 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 29.157 | -0,84 | 748 | -5,56 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 2.915.883 | 0,11 | 78.478 | 2,29 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 33.565 | -53,39 | 903 | -52,37 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 1.281.779 | 2,79 | 32.865 | -2,06 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 16.881 | 0,00 | 454 | 2,25 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 61 | 2 | ||||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 11.752 | 0,83 | 316 | 2,93 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Diversified Investment Strategies, LLC | 12.317 | 0,00 | 331 | 2,16 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 15.711 | -1,13 | 403 | -5,85 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 273.018 | -1,96 | 7.000 | -6,58 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 351.911 | -9,06 | 9.470 | -7,09 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 15.546 | 0,00 | 399 | -4,78 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 20.220 | 0,00 | 518 | -4,78 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 8.390 | -6,96 | 215 | -11,16 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 67.668 | 0,00 | 1.821 | 2,13 | ||||
| 2026-01-28 | 13F | WP Advisors, LLC | 8.229 | 0,29 | 221 | 2,31 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 992 | 0,00 | 25 | -3,85 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 382.254 | -27,42 | 9.801 | -30,85 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 11.132 | 299 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 705.007 | -5,03 | 18.972 | -2,98 | ||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 30.272 | 8,30 | 815 | 10,60 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 1.500 | 40 | ||||||
| 2026-04-21 | 13F | Aull & Monroe Investment Management Corp | 58.871 | 1,07 | 1.509 | -3,70 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 16.274 | -2,16 | 417 | -6,71 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 14.163 | 3,67 | 381 | 6,13 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 31.215 | -1,69 | 840 | 0,36 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4.411 | 0,02 | 114 | -5,83 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 9.589 | 0,07 | 258 | 2,38 | ||||
| 2026-02-13 | 13F | Intrepid Capital Management Inc | 32.576 | -48,75 | 877 | -47,67 | ||||
| 2026-02-09 | 13F | Robinson Smith Wealth Advisors Llc | 39.698 | 0,00 | 1.068 | 2,20 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 142.047 | -8,77 | 3.642 | -13,06 | ||||
| 2026-02-10 | 13F | Ascension Capital Advisors, Inc. | 1.233.008 | 7,63 | 33.180 | 9,97 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 1.785 | 0,00 | 46 | -6,25 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 240 | 0,00 | 6 | 0,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 388.600 | -1,86 | 9.964 | -6,49 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 17.838 | 0,00 | 461 | -5,34 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 82.127 | 0,00 | 654 | 2,03 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 25.096 | 1,25 | 643 | -3,45 | ||||
| 2026-02-12 | 13F | Eley Financial Management, Inc | 10.497 | 0,00 | 282 | 2,17 | ||||
| 2026-02-11 | 13F | Athena Investment Management | 1.306.764 | -0,12 | 35.165 | 2,04 | ||||
| 2026-02-09 | 13F | Gordian Advisors LLC | 1.108.746 | -3,76 | 29.836 | -1,67 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 6.078 | 0,00 | 156 | -4,91 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 23.064 | -9,24 | 621 | -7,32 | ||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 220.683 | 5.939 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 12.200 | 3,39 | 328 | 5,81 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 20.000 | -9,91 | 538 | -7,88 | |||
| 2026-01-13 | 13F | Team Financial Group, LLC | 996 | 0,30 | 27 | 0,00 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1.931.755 | -2,71 | 49.530 | -7,30 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 445.522 | -6,89 | 11.989 | -4,88 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 9.965 | 1,89 | 268 | 3,88 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 26.405 | 12,31 | 711 | 14,70 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 4.991 | 134 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 69.438 | -4,54 | 1.869 | -2,45 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 16.950 | 0,00 | 435 | -4,82 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 21.384 | 0,02 | 575 | 2,13 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 30.426 | -9,57 | 819 | -7,67 | ||||
| 2026-03-05 | 13F | Mengis Capital Management, Inc. | 203.959 | 1,93 | 5.489 | 4,14 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 14.141.394 | -0,41 | 380.545 | 1,74 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 10.617 | 286 | ||||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 93.587 | -2,83 | 2.400 | -7,41 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 164.561 | 0,72 | 4.428 | 2,90 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 35.983 | 0,00 | 922 | -4,65 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 7.401 | 0,00 | 199 | 0,00 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 13.938 | -3,81 | 357 | -8,23 | ||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 126.835 | -2,69 | 3.413 | -0,58 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 304.729 | 34,87 | 8.200 | 37,79 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 219 | 0,00 | 6 | 0,00 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 45.169 | 0,85 | 1.158 | -3,90 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 333.799 | -1,11 | 8.983 | 1,03 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 1.891.079 | 5,28 | 50.889 | 7,56 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 99.791 | -22,91 | 2.559 | -26,56 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 277.239 | 4,74 | 7.108 | -1,40 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 13.858 | -77,02 | 376 | -74,35 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 458.881 | 2,39 | 12.348 | 4,61 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 66.560 | -72,45 | 1.707 | -73,76 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 10.276 | 6,74 | 277 | 17,87 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 85.578 | -0,79 | 2.303 | 1,32 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 3.185 | 9,94 | 82 | 5,19 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 45.166 | 0,00 | 932 | -4,61 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 60.747 | -3,20 | 1.635 | -1,09 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 91.553 | 2.464 | ||||||
| 2026-04-13 | 13F | Farrell Financial LLC | 432.743 | 0,08 | 11.096 | -4,65 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 660 | -7,82 | 17 | -15,79 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 3.484.577 | 0,91 | 93.762 | 3,07 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 9.743 | 2,53 | 250 | -2,35 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 56.768 | -25,64 | 1.528 | -24,03 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 224.944 | -2,84 | 5.768 | -7,43 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 688.992 | -4,00 | 18.541 | -1,93 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 186.486 | 8,45 | 4.782 | 3,33 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 15.463 | 30,47 | 396 | 24,53 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 11.280 | 0,00 | 289 | -4,62 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 902 | 0,00 | 23 | -4,17 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 19.781 | -0,30 | 532 | 1,92 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 96.526 | -12,17 | 2.598 | -10,26 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 73.782 | -4,91 | 1.985 | -2,84 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 18.221 | 467 | ||||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 69.688 | -0,47 | 1.875 | 1,68 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 118 | 3 | ||||||
| 2026-04-09 | 13F | Dorato Capital Management | 201.785 | -1,41 | 5.378 | -3,66 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Manchester Financial Inc | 957.802 | 4,24 | 24.558 | -0,68 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 978 | 0,00 | 26 | 4,00 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 1.062 | 29 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 24.738 | 0,05 | 634 | -4,66 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 11.851 | 319 | ||||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 93.745 | 10,37 | 2.523 | 12,74 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 44.477 | -2,11 | 1 | 0,00 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 1.047 | 0,29 | 28 | 3,70 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 14.883 | 1,07 | 400 | 3,36 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 15.944 | 30,92 | 429 | 33,23 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 78.865 | 0,88 | 2.122 | 3,06 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 26.500 | 0,24 | 713 | 2,44 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 120.346 | -4,67 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rinkey Investments | 12.507 | 0,00 | 337 | 2,13 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 91.609 | 2.349 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 561.495 | -7,05 | 14.397 | -11,44 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 1.339.853 | 5,93 | 36.055 | 8,23 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 10.197 | 0,00 | 274 | 2,24 | ||||
| 2026-04-24 | 13F | GPM Growth Investors, Inc. | 294.803 | 4,83 | 7.559 | -0,12 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 186.757 | 2,94 | 5.026 | 5,17 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 501.807 | 0,00 | 13.504 | 0,00 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 22.350 | 0,01 | 573 | -4,66 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 441 | 12 | ||||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 35.289 | 0,00 | 950 | 2,15 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 72.013 | 1.938 | ||||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 110.022 | -0,86 | 2.966 | 1,44 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 68.669 | 1,56 | 1.848 | 3,76 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 15.702 | 0,29 | 403 | -4,51 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 36.568 | 3,39 | 938 | -1,47 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 8.794 | 225 | ||||||
| 2025-11-12 | 13F | Ted Buchan & Co | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 579 | 16 | ||||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 48.404 | 30,43 | 1.303 | 33,27 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 194.111 | 11,24 | 4.977 | 6,01 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 76.443 | -4,19 | 2.057 | -2,09 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 1.300.022 | 3,76 | 34.243 | 11,83 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 11.312 | 0,02 | 304 | 2,36 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 31.915 | -14,68 | 871 | -13,43 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Peterson Wealth Management | 13.397 | 0,30 | 361 | 2,56 | ||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 8.451 | 0,31 | 227 | 2,71 | ||||
| 2026-02-19 | 13F | Evansbrook LLC | 13.110 | 353 | ||||||
| 2026-02-04 | 13F | Lafayette Investments, Inc. | 16.847 | 0,00 | 453 | 2,26 | ||||
| 2026-04-24 | 13F | Balentine LLC | 2.349 | 0,00 | 60 | -4,76 | ||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 238 | 6 | ||||||
| 2026-02-10 | 13F | Elgethun Capital Management | 78.465 | -7,90 | 2.111 | -5,93 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 9.021.839 | -1,98 | 242.778 | 0,14 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 14.117 | 0,00 | 380 | 2,16 | ||||
| 2026-02-13 | 13F | Kane Investment Management, Inc. | 16.206 | 49,35 | 436 | 52,98 | ||||
| 2026-01-27 | 13F | Emissary Wealth LLC | 16.082 | 433 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 28.794 | -27,12 | 738 | -30,57 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 49.694 | 0,22 | 1.274 | -4,50 | ||||
| 2026-02-03 | 13F | Bokf, Na | 1.764 | 0,00 | 47 | 2,17 | ||||
| 2026-02-06 | 13F | Orcam Financial Group | 41.725 | 0,01 | 1.123 | 2,19 | ||||
| 2026-04-14 | 13F | Lawood & Co | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 122.945 | 4,98 | 3.308 | 7,26 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 11.263 | 0,18 | 289 | -4,64 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 84.589 | -4,82 | 2.276 | -2,74 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 65.546 | -36,29 | 1.764 | -34,92 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 59.199 | -5,18 | 1.518 | -9,70 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 826 | 0,00 | 22 | 4,76 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 63.116 | 13,13 | 1.618 | 7,79 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 18.800 | 0,00 | 506 | 2,02 | ||||
| 2026-02-12 | 13F | Investment Research Partners LLC | 13.000 | 350 | ||||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 22.820 | -23,30 | 585 | -26,87 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 9.492.565 | 32,44 | 255.445 | 35,31 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 556 | -4,96 | 15 | -6,67 | ||||
| 2026-02-09 | 13F | Lathrop Investment Management Corp | 48.580 | -0,45 | 1 | 0,00 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 85.273 | -6,71 | 2.295 | -4,69 | ||||
| 2026-02-13 | 13F | Granville Capital, Inc. | 6.300 | 170 | ||||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 95.321 | 106,25 | 2.444 | 96,62 | ||||
| 2026-01-30 | 13F | Cannon Capital Management, Inc. | 251.453 | 6.767 | ||||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 425.946 | 3,54 | 11.462 | 5,79 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 289.648 | -2,52 | 7.427 | -7,12 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 165.907 | 218,59 | 4.465 | 225,60 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 44.577 | 0,00 | 1.143 | -4,75 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 35.655 | -7,75 | 914 | -12,12 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 135.076 | 2,59 | 3.463 | -2,26 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 1.306 | 0,00 | 33 | -5,71 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 55.792 | 78,72 | 1.501 | 79,76 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 15.370 | 0,29 | 394 | -4,37 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 32.187 | 0,00 | 866 | 2,24 | ||||
| 2026-02-05 | 13F | Arbor Trust Wealth Advisors, Llc | 274.898 | -1,57 | 7.398 | 0,56 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 5.472 | 0,00 | 147 | 2,08 | ||||
| 2026-02-12 | 13F | Somerset Group LLC | 242.111 | 2,59 | 6.595 | 6,10 | ||||
| 2026-01-27 | 13F | Ring Mountain Capital, LLC | 192.128 | -1,26 | 5 | 0,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 157.329 | -2,08 | 4 | 0,00 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 8.691 | 0,00 | 226 | -4,66 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 236.402 | 426,02 | 6.362 | 437,70 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 594.346 | -1,98 | 15.239 | -6,60 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 998.682 | -1,59 | 26.875 | 0,54 | ||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2.138 | 0,23 | 55 | -5,26 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 4.353 | 0,16 | 112 | -4,31 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 48.482 | 0,00 | 1.243 | -4,68 | ||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 75.146 | -4,93 | 2.022 | -2,84 | ||||
| 2026-04-21 | 13F | Ketron Financial | 10.901 | 280 | ||||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.622.172 | 5,08 | 70.563 | 7,35 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 85.099 | 0,15 | 2.182 | -4,59 | ||||
| 2026-04-20 | 13F | Eagle Capital Management, LLC | 219.367 | -1,00 | 6 | 0,00 | ||||
| 2026-02-10 | 13F | Mitchell Capital Management Co | 90.851 | -2,63 | 2.445 | -0,53 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 79.136 | 94,34 | 2.029 | 85,30 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 810 | 0,00 | 22 | 0,00 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 15.718 | 3,51 | 423 | 5,76 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.481 | 0,00 | 38 | -5,13 | ||||
| 2026-01-21 | 13F | Alliance Wealth Management Group | 2.212.231 | -1,46 | 59.531 | 0,67 | ||||
| 2026-02-09 | 13F | FinDec Wealth Services, Inc. | 12.797 | 0,00 | 344 | 2,08 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 25.473 | 0,24 | 653 | -4,39 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 8.137 | 219 | ||||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 17.818 | -1,23 | 457 | -5,98 | ||||
| 2026-01-29 | 13F | Dumont & Blake Investment Advisors Llc | 10.915 | 0,13 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 40.439 | 6,50 | 1.088 | 8,80 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 123.284 | 0,48 | 3.318 | 2,66 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 1.141.669 | 0,00 | 30.722 | 2,17 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.989.152 | 51.002 | ||||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 224.315 | -15,93 | 6.036 | -14,11 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 7.728 | 0,00 | 208 | 1,97 | ||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 4.746.845 | -4,23 | 127.738 | -2,16 | ||||
| 2026-02-24 | 13F | Coastline Complete Wealth LLC | 88.735 | 2.388 | ||||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 34.592 | 0,80 | 887 | -4,01 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 5.025 | 0,00 | 135 | 2,27 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 20.789 | -59,53 | 1 | -100,00 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 77.331 | 1.983 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 13.826 | 8,81 | 372 | 11,38 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 11.594 | -21,60 | 297 | -25,19 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 77.221 | 16,17 | 1.980 | 10,68 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 18.156 | -29,03 | 489 | -27,49 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 57.177 | -9,63 | 1.539 | 10,17 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 11.170 | 17,25 | 286 | 11,72 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 18.290 | -10,44 | 469 | -14,75 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 1.465.453 | 2,94 | 37.574 | -1,92 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 2.045.472 | 3,78 | 52 | -1,89 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 1.426.767 | -6,06 | 36.582 | -10,49 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 958.031 | -1,95 | 25.781 | 0,17 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 141.270 | 8,51 | 3.802 | 10,85 | ||||
| 2026-02-04 | 13F | Argos Wealth Advisors, LLC | 37.796 | 1.017 | ||||||
| 2026-04-27 | 13F | LCW Services, LLC | 9.987 | 7,79 | 256 | 2,81 | ||||
| 2026-02-17 | 13F | Sherwood Financial Partners, LLC | 1.404.347 | -1,28 | 37.791 | 0,85 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 60.773 | 1.635 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 27.686 | -47,60 | 710 | -50,11 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 36.210 | -6,38 | 928 | -10,77 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 176.916 | -8,01 | 4.536 | -12,35 | ||||
| 2026-02-05 | 13F | Granite Bay Wealth Management, LLC | 15.090 | -18,59 | 406 | -16,80 | ||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 13.967 | 0,04 | 358 | -4,53 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 1.172 | 30 | ||||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 1.472.759 | 2,57 | 39.632 | 4,79 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 137.000 | -0,16 | 3.513 | -4,88 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 24.466 | 24 | ||||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 7.720 | -46,55 | 208 | -45,53 | ||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 1.044.972 | -2,97 | 28.120 | -0,87 | ||||
| 2026-01-22 | 13F | DDD Partners, LLC | 17.769 | -0,45 | 478 | 1,70 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 12.655 | -1,46 | 324 | -6,09 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 128.096 | -4,43 | 3.284 | -8,93 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 142.872 | -1,30 | 3.663 | -5,96 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 434.250 | 1,16 | 11.134 | -3,62 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 886 | 0,00 | 23 | -4,35 | ||||
| 2026-02-06 | 13F | Plan A Wealth LLC | 25.030 | -1,21 | 674 | 0,90 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 53.684 | 21,33 | 1.456 | 25,22 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 22.704 | 7,97 | 611 | 10,31 | ||||
| 2026-02-04 | 13F | Nwam Llc | 19.046 | -3,39 | 521 | -0,57 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 9.884 | 0,00 | 253 | -4,53 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 23.246 | -3,90 | 596 | -8,31 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 23.712 | 0,00 | 638 | 2,24 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 60.402 | -47,35 | 1.549 | -49,85 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 45.727 | 444,24 | 1.172 | 418,58 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 678.434 | -49,55 | 17.395 | -51,93 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 43.313 | -1,38 | 1.111 | -6,17 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 500 | -75,38 | 53 | 8,16 | ||||
| 2026-01-28 | 13F | Walker Financial Services, Inc. | 35.592 | -1,15 | 958 | 0,95 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 74.146 | 1,72 | 1.901 | -3,06 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 546.716 | -6,12 | 14.712 | -4,09 | ||||
| 2026-02-13 | 13F | Stembrook Asset Management, LLC | 21.672 | 583 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 19.683 | -5,12 | 505 | -9,68 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 281.825 | 0,23 | 7.226 | -4,49 | ||||
| 2026-02-10 | 13F | Sfmg, Llc | 258.348 | 0,37 | 6.952 | 2,54 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 161 | 335,14 | 4 | |||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 46.715 | -1,42 | 1.257 | 0,72 | ||||
| 2026-02-10 | 13F | IF Advisors, LLC | 79.415 | 2.137 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 35.379 | 15,46 | 907 | 10,07 | ||||
| 2026-01-30 | 13F | Financial Life Advisors | 15.000 | 0,00 | 404 | 2,03 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 22.412 | 93.283,33 | 603 | |||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 805.708 | -0,32 | 20.658 | -5,02 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 10.712 | -0,33 | 288 | 1,77 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 1.349.634 | 0,67 | 36.319 | 2,84 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 73.855 | -0,12 | 1.894 | -4,83 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 7.561 | 203 | ||||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 37.330 | 3,96 | 957 | -0,93 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 29.335 | -2,42 | 789 | -0,25 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 15.690 | 422 | ||||||
| 2026-01-26 | 13F | Main Street Group, LTD | 76.722 | -0,04 | 2.065 | 2,13 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 362.110 | -2,87 | 9.284 | -7,46 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 2.097.595 | -1,05 | 53.782 | -5,72 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 41.613 | 12,40 | 1.120 | 14,77 | ||||
| 2026-02-17 | 13F | Creative Planning | 83.812.325 | 3,81 | 2.255.390 | 6,06 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 12.768 | -2,59 | 327 | -7,10 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 370 | 5,71 | 10 | 0,00 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 342.348 | 10,14 | 8.778 | 4,94 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 1.408.447 | 2,74 | 37.901 | 4,96 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 58.926 | 21,64 | 1.511 | 15,89 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 72.789 | 0,00 | 1.959 | 0,00 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 13.878 | 0,22 | 373 | 2,47 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.236.399 | 1,97 | 33.271 | 4,17 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 13.526 | -1,67 | 364 | 0,28 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 48.107 | 0,27 | 1 | 0,00 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 14.964 | -97,13 | 394 | -96,90 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 176.788 | -4,53 | 4.757 | -2,46 | ||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 10.147 | 0,16 | 273 | 2,63 | ||||
| 2026-02-13 | 13F | L2 Asset Management, LLC | 577.272 | 47,49 | 15.534 | 50,68 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 227.400 | -1,10 | 6.119 | 1,04 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 212.105 | -0,36 | 5.708 | 1,78 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 970.709 | 6,48 | 26.122 | 8,78 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1.714.405 | 2,86 | 43.957 | -2,00 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 137.921 | -54,77 | 3.536 | -56,91 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 119.175 | 1,20 | 3.207 | 3,42 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 27.922 | 4,55 | 751 | 6,83 | ||||
| 2026-02-17 | 13F | Stony Point Wealth Management Inc. | 65.710 | 15,05 | 1.768 | 17,55 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 12.406 | 334 | ||||||
| 2026-02-11 | 13F | Weik Capital Management | 20.145 | 3,07 | 542 | 5,45 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 35.770 | -0,17 | 917 | -4,88 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 17.694 | 0,00 | 476 | 2,15 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 291.822 | 1,51 | 7.853 | 1,88 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 6.888 | 0,01 | 177 | -4,86 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 28.299 | 0,00 | 726 | -4,73 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 9.723 | 0,52 | 249 | -4,23 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 9.875 | 0,00 | 266 | 1,92 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 30.778 | -5,54 | 828 | -3,50 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 66.614 | -0,05 | 1.708 | -4,80 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 506.723 | -0,04 | 13.636 | 2,12 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 21.961 | 33,29 | 563 | 30,02 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 54.692 | 0,69 | 1.402 | -4,82 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 8.105 | 218 | ||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 354.275 | -0,80 | 9.084 | -5,48 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 20.514 | 155,40 | 552 | 161,61 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 8.825 | 237 | ||||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 29.605 | -2,40 | 797 | -0,25 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 9.388 | 0,00 | 241 | -4,76 | ||||
| 2025-11-07 | 13F | Financial Advisors, LLC | 200.995 | -9,43 | 5.294 | -2,38 | ||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 468.439 | -0,43 | 12.606 | 1,73 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 39.562 | -11,30 | 1.065 | -9,37 | ||||
| 2026-03-23 | 13F | J. Derek Lewis & Associates Inc. | 9.956 | 268 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 222.605 | 0,79 | 5.990 | 2,97 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 39.954 | 6,73 | 1.024 | 1,69 | ||||
| 2026-02-05 | 13F | Moneywise, Inc. | 738.905 | -7,57 | 19.884 | -5,57 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 45.411 | -8,02 | 1.222 | -6,00 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 8.457 | 0,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 10.152 | -19,86 | 273 | -18,02 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 244.761 | -0,84 | 6.587 | 1,31 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 767 | -11,53 | 20 | -17,39 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 393.585 | 0,89 | 10.591 | 3,07 | ||||
| 2026-02-12 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 192.708 | 4,66 | 5.186 | 6,91 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 21.294 | 59,83 | 573 | 63,71 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 503 | -86,54 | 13 | -88,00 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 13.997 | -10,16 | 359 | -14,56 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 12.369 | -16,10 | 317 | -19,95 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 9.286 | 0,27 | 238 | -4,42 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 110.954 | 16,74 | 2.845 | 11,22 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 33.216 | -0,89 | 852 | -5,55 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 15.265 | 419 | ||||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 53.678 | -11,46 | 1.376 | -15,63 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 14.149 | -0,59 | 381 | 1,60 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 335.557 | 9.020 | ||||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 3.798.994 | 7,16 | 97.406 | 2,10 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 24.374 | -3,04 | 625 | -7,69 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 12.242 | 3,96 | 329 | 6,13 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | BSW Wealth Partners | 15.422 | 0,18 | 395 | -4,59 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 3.518 | 0,17 | 95 | 2,17 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 271.079 | -0,69 | 7.295 | 1,46 | ||||
| 2026-01-23 | 13F | Peak Financial Management, Inc. | 173.800 | -4,23 | 4.677 | -2,18 | ||||
| 2026-02-09 | 13F | Gs Investments, Inc. | 28.435 | 0,00 | 765 | 2,27 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 15.641 | 0,00 | 401 | -4,52 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 57.142 | 4,43 | 1.538 | 6,66 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 301.153 | -8,97 | 7.722 | -13,27 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 35.831.024 | 3,02 | 964.213 | 5,25 | ||||
| 2026-04-21 | 13F | Flagship Capital Management Inc. | 48.235 | -1,57 | 1.237 | -6,22 | ||||
| 2026-02-12 | 13F | First Financial Bankshares Inc | 29.171 | -10,37 | 785 | -8,52 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 27 | 3,85 | 505 | 1,00 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 35.369 | 9,77 | 952 | 12,15 | ||||
| 2026-01-21 | 13F | Hrc Wealth Management, Llc | 1.252.181 | -0,42 | 33.696 | 1,74 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 46.761 | -0,06 | 1.199 | -4,85 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 60.570 | -1,59 | 1.553 | -8,11 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 265.784 | -1,91 | 7.152 | 0,22 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 438 | 0,00 | 12 | 0,00 | ||||
| 2026-01-26 | 13F | Oxinas Partners Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 169 | 0,60 | 5 | 0,00 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 154.773 | -4,59 | 3.968 | -9,10 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 35.475 | 0,00 | 955 | 2,14 | ||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 11.830 | 0,01 | 318 | 2,25 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 170.748 | 21,34 | 4 | 33,33 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 261.172 | -1,76 | 6.696 | -6,40 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 322.496 | -2,29 | 8.675 | -0,14 | ||||
| 2026-02-10 | 13F | Fpc Investment Advisory, Inc. | 1.069.325 | 5,58 | 28.776 | 7,87 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 43.184 | -0,43 | 1.162 | 1,75 | ||||
| 2026-02-02 | 13F | WJ Financial Advisors LLC | 152.176 | 0,84 | 4.095 | 3,02 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 10 | 0,00 | 0 | |||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 72.170 | 2,80 | 1.942 | 5,03 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 12.748 | 0,03 | 327 | -4,68 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 176.163 | -0,19 | 4.517 | -4,91 | ||||
| 2026-02-19 | 13F | Jacobs Equity LLC | 242.302 | 6.520 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 18.162 | 0,00 | 466 | -4,71 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 751.790 | -1,44 | 20.231 | 0,70 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 10.420 | 144,14 | 280 | -7,59 | ||||
| 2026-02-10 | 13F | Vista Private Wealth Partners. LLC | 194.727 | 0,00 | 4.759 | 0,00 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 25.059 | 16,18 | 674 | 18,66 | ||||
| 2026-02-17 | 13F | Ducere Wealth Management LLC | 7.516 | 202 | ||||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 13.175 | 0,30 | 355 | 2,61 | ||||
| 2026-04-07 | 13F | Eastern Bank | 11.952 | 0,00 | 306 | -4,67 | ||||
| 2026-02-04 | 13F | Patrick M Sweeney & Associates, Inc | 9.469 | 0,01 | 255 | 2,01 | ||||
| 2026-02-23 | 13F | GuidedMoney, LLC | 100.630 | 2.708 | ||||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 13.397 | -1,09 | 343 | -5,77 | ||||
| 2026-02-17 | 13F | Signal Tree Financial Partners Llc | 17.475 | 1,75 | 470 | 3,52 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 1.282.553 | 2,74 | 35.103 | 2,89 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 47.313 | 9,09 | 1.273 | 11,47 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 137.747 | -3,32 | 3.532 | -7,90 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 60.465 | -0,86 | 1.550 | -5,55 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 772.020 | 9,95 | 19.795 | 4,76 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 154.435 | -0,90 | 4.156 | 1,24 | ||||
| 2026-02-11 | 13F | Syon Capital Llc | 10.553 | 284 | ||||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 225 | 0,00 | 6 | 20,00 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 10.878 | -6,21 | 279 | -10,90 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Oakwell Private Wealth Management, LLC | 327.846 | 0,00 | 8.822 | 2,17 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 14.868 | 0,01 | 381 | -4,75 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 945.011 | -2,44 | 25.431 | -0,33 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 24.936 | 40,31 | 639 | 33,68 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 344.030 | 1,92 | 9.150 | 2,91 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 1.775.672 | -15,41 | 47.783 | -13,58 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 1.751.872 | 3,23 | 47.143 | 5,47 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 894 | 0,00 | 24 | 4,35 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 8.601 | 0,03 | 231 | 2,21 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 166.611 | -0,01 | 4.483 | 2,14 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 11.700 | 300 | ||||||
| 2026-02-09 | 13F | St. Louis Trust Co | 1.297.295 | 0,00 | 34.910 | 2,17 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 67.161 | 1,62 | 1.722 | -3,21 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 20.842 | 0,24 | 561 | 2,38 | ||||
| 2026-04-24 | 13F | Floyd Financial Group Llc | 247.689 | -0,16 | 6.834 | 1,35 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 217.183 | -0,17 | 5.844 | 1,99 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 137 | 4 | ||||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 11.662 | 0,01 | 314 | 1,95 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 11.840 | 29,57 | 319 | 32,50 | ||||
| 2025-11-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | 0 | ||||||
| 2026-02-06 | 13F | Fort Vancouver Investment Management, LLC | 163.335 | -0,99 | 4.395 | 1,15 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 112.662 | -0,26 | 3.032 | 1,88 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 83.323 | -4,07 | 2.136 | -8,60 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 300 | 8 | ||||||
| 2026-04-24 | 13F | BetterWealth, LLC | 11.430 | 293 | ||||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 8.772 | 0,00 | 225 | -5,08 | ||||
| 2026-02-09 | 13F | Pioneer Trust Bank N A/or | 22.222 | 0,00 | 598 | 2,05 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3.204.446 | 21,73 | 86.225 | 24,29 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 25.049 | 0,00 | 642 | -4,75 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 517.813 | 279,72 | 13.934 | 288,03 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 15.982 | 29,14 | 430 | 32,31 | ||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 125.690 | -0,94 | 3.382 | 1,20 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 65.365 | -7,15 | 1.759 | -5,18 | ||||
| 2025-11-04 | 13F | Legend Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Creekside Partners | 167.965 | -1,41 | 4.307 | -6,06 | ||||
| 2026-02-17 | 13F | Sonoma Private Wealth LLC | 16.392 | 0,00 | 441 | 2,32 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 160 | 0 | ||||||
| 2026-04-08 | 13F | Gainplan LLC | 19.724 | -2,49 | 506 | -7,17 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 10.005.831 | -1,74 | 269.257 | 0,39 | ||||
| 2026-02-09 | 13F | NWK Group, Inc. | 6.241 | 0,00 | 168 | 1,83 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 24 | 0,00 | 1 | |||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 37.140 | 6,59 | 952 | 1,60 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 6.208 | 0,02 | 0 | |||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 23.818 | 0,00 | 615 | -3,91 | ||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 121.291 | 176,35 | 3.264 | 182,27 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 89.434 | -4,70 | 2.393 | -5,23 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 88.562 | 0,00 | 2.383 | 2,19 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 85.121 | 0,51 | 2.182 | -4,26 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 243.483 | -0,63 | 6.552 | 1,53 | ||||
| 2026-02-09 | 13F | Accent Capital Management, LLC | 7.500 | 0,00 | 202 | 2,03 | ||||
| 2026-02-12 | 13F | Betterment LLC | 18.148.928 | 0,36 | 488 | 2,52 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 163.789 | 8,69 | 4.200 | 3,55 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 20.241 | -21,55 | 554 | -18,41 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 616.985 | 1,41 | 16.887 | 3,14 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 123.912 | 24,09 | 3.177 | 18,24 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 95.539 | -0,01 | 2.450 | -4,75 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 52.413 | 0,06 | 1.410 | 2,25 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 23.449 | -34,24 | 631 | -32,80 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 749.201 | 3,28 | 19.210 | -1,59 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 43.951 | -0,26 | 1.127 | -4,98 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 8.328 | 214 | ||||||
| 2026-02-17 | 13F | Blair William & Co/il | 237.237 | 3,40 | 6.384 | 5,64 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 215.359 | -0,65 | 5.795 | 1,51 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 1.407.637 | -1,34 | 37.880 | 0,80 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 2.570.082 | 0,27 | 69.161 | 2,44 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 490 | 0,00 | 0 | |||||
| 2026-04-02 | 13F | Cassady Wealth & Retirement Planning, LLC | 46.315 | 1.246 | ||||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 42.519 | 1.144 | ||||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 38.933 | -57,36 | 970 | -60,50 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 296.372 | 4,87 | 7.975 | 7,13 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 57.413 | 0,00 | 1.472 | -4,66 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 1.236 | 177,53 | ||||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 1.193.291 | 0,13 | 32.111 | 2,30 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 202.715 | 0,96 | 5.455 | 3,16 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 179.447 | -1,67 | 4.601 | -6,29 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 8.496 | 0,00 | 218 | -4,82 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 10.206 | 0,00 | 275 | 2,24 | ||||
| 2025-11-05 | 13F | Sensible Financial Planning & Management, LLC. | 495.277 | -2,36 | 13.046 | 5,24 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 15.175 | 0,04 | 389 | -4,66 | ||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 13.717 | 31,20 | 369 | 34,18 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 9.459 | -1,05 | 243 | -5,84 | ||||
| 2026-02-18 | 13F | CacheTech Inc. | 2.300.000 | 1,49 | 61.893 | 3,68 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 102.494 | -3,92 | 2.758 | -1,82 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 33.945 | 1,72 | 870 | -3,01 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 315.026 | 138,11 | 8.477 | 143,31 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 56.616 | -3,77 | 1.524 | -1,68 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 13.987 | 1,02 | 359 | -3,76 | ||||
| 2026-01-23 | 13F | FIDELIS iM, LLC | 1.503.708 | 907,26 | 40.465 | 269.660,00 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 49.372 | 0,01 | 1.329 | 2,15 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 826.182 | -1,32 | 22.233 | 0,82 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 728.336 | -1,06 | 19.600 | 1,08 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 9.706 | -5,37 | 261 | -3,33 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 16.646 | 6,47 | 427 | 1,43 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 128.698 | 0,07 | 3.430 | -2,11 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 251.219 | 149,73 | 6.760 | 155,19 | ||||
| 2026-02-04 | 13F | Wedgewood Investors Inc /pa/ | 92.208 | -4,50 | 2.481 | -2,44 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 40.667 | 127,69 | 1.043 | 117,08 | ||||
| 2026-01-21 | 13F | Martel Wealth Advisors Inc | 20.085 | 0,03 | 540 | 2,27 | ||||
| 2026-01-26 | 13F | Shelton Wealth Management, Llc | 163.460 | -2,55 | 4.399 | -0,45 | ||||
| 2026-02-03 | 13F | Horrell Capital Management, Inc. | 606 | 0,00 | 16 | 6,67 | ||||
| 2026-01-23 | 13F | Capital Planning LLC | 19.289 | -49,66 | 520 | -48,46 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 176.432 | -0,75 | 4.748 | 1,39 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 724.427 | 2,75 | 18.574 | -2,10 | ||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 2.390 | 0,00 | 64 | 3,23 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 36.550 | -17,23 | 1.000 | -15,75 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 1.350 | 0,00 | 36 | 2,86 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 1.224.401 | 0,02 | 32.949 | 2,19 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 14.373 | 0,00 | 369 | -4,66 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 57.009 | -1,29 | 1.462 | -5,98 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 112.680 | 5,38 | 3.154 | 9,59 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 170.881 | -2,64 | 4.598 | -0,52 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 16.410 | -15,56 | 421 | -19,54 | ||||
| 2026-04-07 | 13F | Crescent Sterling, Ltd. | 10.360 | 3,50 | 266 | -1,49 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 69.008 | 0,51 | 1.769 | -4,22 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 15.761 | 0,00 | 424 | 2,17 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 178.136 | -47,32 | 4.794 | -46,18 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 2.072.279 | 96,27 | 55.765 | 100,53 | ||||
| 2025-11-10 | 13F | Bright Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Uncommon Cents Investing LLC | 19.236 | 0,00 | 493 | -4,64 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 93.000 | 0,00 | 2.503 | 2,16 | ||||
| 2026-02-04 | 13F | Jacksonville Wealth Management, LLC | 7.473 | 201 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 1.262.181 | -11,63 | 32.362 | -15,80 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 100.810 | 2.337 | ||||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 10.361 | 0,00 | 266 | -4,68 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 230.765 | 2,80 | 6 | 20,00 | ||||
| 2026-02-23 | 13F | Drake & Associates, LLC | 24.084 | 0,00 | 648 | 0,62 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 15.172 | 17,48 | 408 | 20,00 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 35.587 | -19,92 | 958 | -18,21 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 119.387 | 33,01 | 3.264 | 37,37 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 436.678 | 0,26 | 11.694 | 1,94 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 53.609 | 1.443 | ||||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 17.051 | -7,21 | 437 | -11,54 | ||||
| 2026-02-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 808.245 | -0,54 | 21.750 | 1,62 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 1.693 | 0,00 | 46 | 2,27 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 7.866 | 0,00 | 202 | -4,74 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 158.323 | 0,38 | 4.059 | -4,36 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 36.918 | 14,94 | 993 | 17,38 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 238.730 | -0,28 | 6.424 | 0,96 | ||||
| 2026-04-21 | 13F | SWS Partners | 278.445 | -7,05 | 7.139 | -11,44 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 20.124 | 0,00 | 516 | -4,81 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 12.660 | 16,96 | 325 | 11,34 | ||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 9.033 | 1,02 | 243 | 3,40 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 15.134 | -6,20 | 407 | -4,01 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 32.538 | 0,00 | 876 | 2,10 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 17.296 | -1,04 | 443 | -5,74 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 418.104 | -1,37 | 11.444 | -1,73 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 64.723 | 0,00 | 1.659 | -4,71 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 208.185 | -3,53 | 5.602 | -1,44 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 904.076 | -3,15 | 24.329 | -1,05 | ||||
| 2026-02-04 | 13F | Fusion Capital, LLC | 12.992 | 0,29 | 350 | 0,00 | ||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 9.319 | -3,12 | 251 | -1,19 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 1.222.961 | -3,84 | 33.974 | -0,73 | ||||
| 2026-01-12 | 13F | GenWealth Group, Inc. | 55.343 | -3,03 | 1.513 | 0,67 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 275.048 | 5,27 | 7.052 | 0,31 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 62.486 | 40,99 | 1.682 | 44,04 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 16.542 | 19,00 | 445 | 21,58 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 396.335 | 6,52 | 10.665 | 8,83 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 600 | 0,00 | 16 | 6,67 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 169.616 | 6,13 | 4.564 | 8,43 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 34.596 | -9,72 | 887 | -13,97 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 136.750 | 0,00 | 3.506 | -4,70 | ||||
| 2026-02-12 | 13F | Circle Wealth Management, LLC | 310.300 | 0,00 | 8.350 | 2,17 | ||||
| 2026-02-17 | 13F | Carret Asset Management, Llc | 61.753 | 5,63 | 1.662 | 7,93 | ||||
| 2026-03-17 | 13F | Cornerstone Planning, LLC | 731.374 | 27,53 | 19.684 | 48,08 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 16.215 | -4,09 | 436 | -2,02 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 613.359 | -4,55 | 15.727 | -9,05 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 16.871 | -3,19 | 433 | -7,69 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 9.585 | 17,09 | 258 | 19,53 | ||||
| 2026-02-05 | 13F | Macroview Investment Management Llc | 13.201 | -0,92 | 355 | 1,43 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 38.322 | 4,46 | 1.044 | 8,07 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 15.983 | -1,54 | 430 | 0,23 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 16.485 | 0,00 | 444 | 2,07 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 8.626 | 221 | ||||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 20.156 | 1,61 | 517 | -3,19 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 34.836 | 15,58 | 893 | 10,11 | ||||
| 2026-02-10 | 13F | Main Management LLC | 456 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 32.710 | 0,30 | 880 | 2,56 | ||||
| 2026-04-13 | 13F | Wynn Capital, LLC | 81.015 | 0,00 | 2.077 | -4,72 | ||||
| 2026-01-23 | 13F | Cura Wealth Advisors, Llc | 38.754 | 0,00 | 1.043 | 2,16 | ||||
| 2026-02-13 | 13F | Planwiser Financial, Llc | 8.201 | 221 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 9.719 | -4,67 | 249 | -9,12 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 26.842 | -2,96 | 688 | -7,53 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 6.900 | -4,17 | 186 | -2,12 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 85.265 | 0,54 | 2.294 | 2,73 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 5.139 | 3,28 | 138 | 5,34 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 64.991 | -1,78 | 1.666 | -6,40 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.034 | 0,30 | 103 | -4,63 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 49.201 | -0,95 | 1.324 | 1,22 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 30.259 | 26,83 | 1 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 2.025 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 124.235 | 1,49 | 3.343 | 3,69 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 411.225 | -65,34 | 10.544 | -66,98 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 88.611 | -1,15 | 2.272 | -5,85 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 30.517 | -2,16 | 821 | 0,00 | ||||
| 2026-02-10 | 13F | Goldstein Advisors, LLC | 26.484 | 1,54 | 713 | 3,64 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 743.457 | -0,66 | 20.006 | 1,49 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 62.185 | -35,84 | 1.673 | -34,44 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 21.387 | 2,65 | 548 | -2,14 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 9.378 | 0,00 | 240 | -4,76 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 10.856 | 0,00 | 292 | 2,46 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 6.513.794 | -14,49 | 175.286 | -12,64 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 3.494 | 0,00 | 90 | -5,32 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 27.692 | -0,29 | 745 | 1,92 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 2.577 | 69 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 10.528 | 0,22 | 270 | -4,61 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 49.847 | 1.341 | ||||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 13.711 | 0,59 | 352 | -4,10 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 348.420 | 5,09 | 9.376 | 7,35 | ||||
| 2025-11-07 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 113.351 | -2,58 | 3.050 | -0,46 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 117.203 | -0,00 | 3.154 | 2,14 | ||||
| 2026-01-30 | 13F | Spreng Capital Management, Inc. | 15.982 | -0,85 | 430 | 1,42 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 31.769 | -0,47 | 815 | -5,13 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 14.821 | 58,06 | 380 | 50,79 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.327 | 0,00 | 34 | -2,86 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 145.349 | 0,00 | 3.911 | 2,17 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 102.584 | 3,10 | 2.630 | -1,76 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 1.452.739 | -0,25 | 37 | -5,13 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 7.781 | -1,03 | 209 | 0,97 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.514.975 | -14,33 | 40.768 | 88.523,91 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 19.397 | -6,86 | 497 | -11,25 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 9.789 | 0,00 | 251 | -4,94 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 59.929 | -0,58 | 1.537 | -6,40 | ||||
| 2026-03-17 | 13F | U S Wealth Group, Llc. | 221.950 | -1,90 | 5.973 | 0,22 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 490.749 | -1,92 | 13.206 | 0,20 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 33.807 | -12,53 | 867 | -16,73 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 9.411 | 0,01 | 253 | 2,43 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 91.653 | 3,48 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 7.924 | -21,13 | 203 | -24,81 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 132.717 | -0,51 | 3.403 | -5,21 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 13.816 | -0,17 | 372 | 1,92 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 48.307 | -4,31 | 1.322 | -0,53 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 31.397 | 67,52 | 805 | 59,72 | ||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 7.730 | 0,00 | 208 | 2,46 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 1.560 | 0,00 | 42 | 0,00 | ||||
| 2026-04-16 | 13F | Standpoint Asset Management, LLC | 2.564.300 | -3,51 | 65.749 | -8,06 | ||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 212.649 | -6,32 | 5.722 | -4,28 | ||||
| 2026-02-17 | 13F | New England Asset Management Inc | 39.675 | 0,00 | 1.068 | 2,11 | ||||
| 2026-02-13 | 13F | Perspective Wealth Advisors Llc | 8.201 | 221 | ||||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 280 | 8 | ||||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 12.384 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 18.796 | 16,99 | 482 | 11,34 | ||||
| 2026-02-10 | 13F | Riverpoint Wealth Management Holdings, LLC | 79.794 | 0,03 | 2.147 | 2,19 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 9.578 | 0,00 | 246 | -4,67 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 4.160.348 | -1,30 | 106.671 | -5,95 | ||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 1.559.842 | 1,39 | 39.994 | -3,39 | ||||
| 2026-02-10 | 13F | Virtue Asset Management Llc | 8.123 | -0,56 | 219 | 1,40 |

