SCHX - Schwab Strategic Trust - Schwab U.S. Large-Cap ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
US ˙ ARCA ˙ US8085242019

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.

SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF Institutional Ownership
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

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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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.

SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF Historical Put/Call Ratio
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 for at låse premium-data op og eksportere til Excel .

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
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