Grundlæggende statistik
| Institutionelle ejere | 521 total, 521 long only, 0 short only, 0 long/short - change of 6,53% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5390 % - change of 6,50% MRQ |
| Institutionelle aktier (lange) | 189.866.784 (ex 13D/G) - change of 9,67MM shares 5,36% MRQ |
| Institutionel værdi (lang) | $ 7.115.617 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (US:SDVY) har 521 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 189,866,784 aktier. Største aktionærer omfatter LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, Cetera Investment Advisers, UBS Group AG, Royal Bank Of Canada, Capital Investment Advisors, LLC, and Stifel Financial Corp .
First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (NasdaqGM:SDVY) 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 March 6, 2026 is 40,25 / share. Previously, on March 10, 2025, the share price was 33,43 / share. This represents an increase of 20,40% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Maia Wealth LLC | 102.021 | -19,96 | 4.266 | -11,88 | ||||
| 2026-02-06 | 13F | Insight Inv LLC | 13.770 | 2,00 | 528 | 2,73 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 47.393 | -4,93 | 1.816 | 1,34 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 37.424 | 408,06 | 1.434 | 412,14 | ||||
| 2026-02-12 | 13F | Solano Wealth Investment Advisors LLC | 431.459 | -0,10 | 16.533 | 0,69 | ||||
| 2026-02-03 | 13F | Virtus Family Office LLC | 106.427 | 14,14 | 4.078 | 15,04 | ||||
| 2026-01-07 | 13F | Winebrenner Capital Management Llc | 28.156 | 0,00 | 1.079 | 0,75 | ||||
| 2026-02-13 | 13F | Laraway Financial Inc | 10.577 | 2,18 | 405 | 3,05 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 144.441 | 1,71 | 5.535 | 2,50 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 61.863 | 3,20 | 2.371 | 3,99 | ||||
| 2026-02-11 | 13F | Gilpin Wealth Management, Llc | 13.542 | 519 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 28.979 | 28,72 | 1.110 | 29,82 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 12.849 | 26,16 | 492 | 27,13 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 3.015 | 37,05 | 116 | 38,55 | ||||
| 2026-02-02 | 13F | Sawyer & Company, Inc | 162 | -54,62 | 6 | |||||
| 2026-01-27 | 13F | First Horizon Corp | 6.157 | 236 | ||||||
| 2026-01-26 | 13F | Icapital Wealth Llc | 30.319 | 0,00 | 1.162 | 0,87 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 313.127 | 1,56 | 11.999 | 2,36 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 39 | 1 | ||||||
| 2025-10-06 | 13F | Puff Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Creative Planning | 8.361 | 30,07 | 320 | 31,15 | ||||
| 2026-02-17 | 13F | Bulltick Wealth Management, LLC | 6.752 | 0,00 | 259 | 0,78 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 321.990 | 4,80 | 11.905 | 1,91 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10.499 | 0,76 | 402 | 1,52 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 7.715.939 | 6,22 | 295.675 | 7,06 | ||||
| 2026-02-09 | 13F | Barry Investment Advisors, LLC | 23.169 | 7,98 | 888 | 8,83 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 84.200 | 21,60 | 3.227 | 22,57 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 17.997 | -11,23 | 690 | -10,52 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 30.575 | 45,82 | 1.172 | 58,46 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 3.620 | 81,91 | 0 | |||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 744.892 | -7,44 | 28.555 | -6,71 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 6.562 | -23,27 | 251 | -22,77 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 55.819 | -1,93 | 2.139 | -1,16 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 862 | 0,23 | 33 | 6,67 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 20.479 | -1,21 | 785 | -0,51 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 257 | 9 | ||||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 33.715 | -0,41 | 1.282 | -0,39 | ||||
| 2026-01-16 | 13F | Formidable Asset Management, LLC | 83.496 | -4,88 | 3.174 | 2,52 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 518.516 | -24,29 | 19.870 | -23,69 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 29.312 | 47,40 | 1.123 | 48,54 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 37.078 | 4,59 | 1.421 | 5,42 | ||||
| 2026-01-23 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 170.516 | 0,09 | 6.534 | 0,88 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 11.112 | 6,30 | 426 | 7,05 | ||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Traction Financial Partners, LLC | 64.236 | 21,47 | 2.462 | 22,44 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 18.046 | 8,82 | 692 | 9,68 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Change Path, LLC | 27.886 | 8,50 | 1.069 | 9,31 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.122.759 | 92,17 | 43.100 | 94,03 | ||||
| 2026-01-05 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 379 | 0,00 | 15 | 0,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 1.109.258 | 29,86 | 42.507 | 30,41 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 16.344 | -3,23 | 662 | 4,09 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 46.314 | -8,24 | 1.775 | -7,51 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 209 | 8 | ||||||
| 2026-01-22 | 13F | City Holding Co | 40.996 | -1,40 | 1.571 | -0,63 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 10.512 | -0,49 | 403 | 0,25 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 46.306 | 0,32 | 1.795 | 2,93 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 49.244 | 5,96 | 2 | 0,00 | ||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 25.838 | -3,09 | 990 | -2,27 | ||||
| 2026-01-14 | 13F | Quad-Cities Investment Group, LLC | 10.784 | -0,02 | 413 | 0,73 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 1.528 | 0,00 | 59 | 0,00 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 106.510 | -2,34 | 4.081 | -1,57 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 15.014 | 62,03 | 575 | 63,35 | ||||
| 2026-01-20 | 13F | BAM Wealth Management, LLC | 39.606 | 193,27 | 1.518 | 195,71 | ||||
| 2026-01-15 | 13F | Presidio Capital Management, LLC | 10.942 | 0,43 | 419 | 1,21 | ||||
| 2026-01-29 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 7.719 | 0,00 | 296 | 0,68 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 55.755 | 44,41 | 2.137 | 45,60 | ||||
| 2025-10-10 | 13F | IronBridge Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 14.961 | -11,99 | 573 | -11,30 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 203.572 | -6,34 | 7.801 | -5,60 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 2.018 | -33,36 | 77 | -33,04 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 17.060 | 654 | ||||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 11.940 | 7,44 | 458 | 8,29 | ||||
| 2026-01-14 | 13F | Chris Bulman Inc | 111.670 | 21,27 | 4.279 | 22,26 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 1.864 | -98,67 | 71 | -98,67 | ||||
| 2026-01-14 | 13F | Hoese & Co LLP | 1.244 | 48 | ||||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 302.001 | 4,64 | 11.573 | 5,47 | ||||
| 2026-02-04 | 13F | Concentrum Wealth Management | 40.905 | -7,79 | 1.567 | -7,06 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 170.914 | 6.550 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 5.932 | -65,60 | 227 | -62,66 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 574.867 | 22.029 | ||||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 9.200 | 26,03 | 353 | 27,08 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 8.899.448 | 11,49 | 341.027 | 12,37 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 3.572 | 0,11 | 137 | 0,74 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 111.464 | 0,53 | 4.271 | 1,33 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 28.176 | -28,51 | 1.080 | -27,97 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 2.987 | -25,16 | 114 | -24,50 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 48.173 | 2,39 | 1.846 | 3,24 | ||||
| 2025-11-14 | 13F | Fiduciary Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 34.132 | 5,87 | 1 | 0,00 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 50.243 | 1.925 | ||||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 35.325 | 6,69 | 1.354 | 7,55 | ||||
| 2026-01-21 | 13F | Touchstone Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Spectrum Wealth Advisory Group, LLC | 516.444 | 399,30 | 19.790 | 403,31 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Fairway Financial, LLC | 65.580 | 7,81 | 2.513 | 8,69 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 33.259 | 30,47 | 1.275 | 31,48 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 92.838 | 5,74 | 3.598 | 7,79 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 106.958 | -10,61 | 4.099 | -9,89 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 16.298 | 0,17 | 625 | 0,97 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 134 | 5 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.276 | 49 | ||||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 4.236 | -21,69 | 161 | -15,26 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 9.209 | 4,19 | 353 | 4,76 | ||||
| 2026-01-07 | 13F | Wisconsin Wealth Advisors, LLC | 101.265 | -11,64 | 3.880 | -10,95 | ||||
| 2026-01-06 | 13F | Davis Investment Partners, LLC | 14.580 | -0,90 | 565 | 1,08 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 84.533 | 12,58 | 3.239 | 13,49 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 205.923 | 1,00 | 7.891 | 1,79 | ||||
| 2026-02-04 | 13F | Summit Investment Advisory Services, LLC | 48.146 | -1,96 | 1.845 | -1,23 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 781 | 30 | ||||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 57.940 | -40,03 | 2.220 | -39,56 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 103.777 | -5,97 | 3.977 | -5,22 | ||||
| 2026-02-12 | 13F | Betterment LLC | 47.583 | 7,13 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 17.052 | 30,95 | 653 | 31,92 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 3.281.967 | 6,99 | 125.765 | 7,83 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 7.340 | 0,00 | 298 | 8,39 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 39.905 | 12,18 | 1.529 | 13,09 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 295.689 | 3,24 | 11.331 | 4,05 | ||||
| 2026-01-20 | 13F | Partners Wealth Management, Llc | 26.508 | 0,00 | 1.016 | 0,79 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 3.137 | -11,21 | 0 | |||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 19.476 | 746 | ||||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 2.894 | 111 | ||||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 109.233 | 4.186 | ||||||
| 2026-02-12 | 13F | BlackRock, Inc. | 500 | 0,00 | 19 | 0,00 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 36.028 | 35,58 | 1.381 | 36,63 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 213.277 | 1,66 | 8.173 | 2,47 | ||||
| 2026-02-20 | 13F | Catalyst Investment Management LLC | 119.660 | 4.585 | ||||||
| 2025-11-12 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 20.475 | 2,25 | 785 | 3,02 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 12.439.403 | -0,69 | 476.678 | 0,10 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 179.188 | -2,99 | 6.866 | -2,22 | ||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 51.925 | 1.990 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 31.293 | -8,47 | 1.199 | -7,70 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 26.362 | 120,18 | 1.022 | 124,40 | ||||
| 2026-02-05 | 13F | PCG Wealth Advisors, LLC | 48.481 | 4,83 | 1.858 | 5,63 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 5.324 | 204 | ||||||
| 2026-02-13 | 13F | Capital Financial Group Inc\co\ /adv | 67.925 | 2.603 | ||||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 388 | 30,20 | 15 | 27,27 | ||||
| 2026-02-10 | 13F | Oxford Wealth Group, LLC | 44.289 | 1.697 | ||||||
| 2026-02-05 | 13F | Triton Wealth Management, PLLC | 19.635 | 27,25 | 800 | 38,72 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 93.575 | 15,42 | 3.586 | 16,32 | ||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 3.405.941 | -0,18 | 130.516 | 0,61 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 837.305 | 11,86 | 32 | 14,29 | ||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 199.886 | 0,87 | 7.660 | 1,67 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 36.737 | -9,12 | 1.408 | -8,40 | ||||
| 2026-02-10 | 13F | Impact Partnership Wealth, LLC | 10.484 | -3,29 | 402 | -2,67 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 245.604 | 405,82 | 9.412 | 409,80 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 649 | 0,00 | 0 | |||||
| 2026-01-16 | 13F | First Community Trust Na | 207 | 8 | ||||||
| 2026-01-14 | 13F | Cottonwood Capital Advisors, Llc | 10.913 | 0,07 | 418 | 0,97 | ||||
| 2025-11-06 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 23.818 | 15,79 | 913 | 16,62 | ||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 16.161 | 12,11 | 619 | 12,96 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 10.469 | 7,61 | 401 | 8,67 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 650 | 25 | ||||||
| 2026-01-20 | 13F | Fearless Solutions, LLC dba Best Invest | 22.737 | 2,25 | 871 | 3,08 | ||||
| 2026-01-12 | 13F | Breakthru Advisory Services, Llc | 5.880 | 1,27 | 225 | 2,27 | ||||
| 2026-02-02 | 13F | Hidden Cove Wealth Management, LLC | 10.459 | 40,75 | 401 | 41,84 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 30.365 | 1.164 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 41.798 | 81,18 | 1.602 | 82,55 | ||||
| 2025-11-10 | 13F/A | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 1.664.664 | 3,94 | 63.790 | 4,76 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 500.946 | 1,29 | 19.196 | 2,10 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 36.004 | 38,42 | 1.380 | 39,57 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 2.803.634 | -5,48 | 107.458 | -4,59 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 12.092 | -5,65 | 463 | -4,93 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 55.251 | -48,09 | 2.117 | -47,68 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 99.744 | 10,80 | 3.822 | 11,69 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 34.460 | 0,62 | 1.320 | 1,38 | ||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 10.964 | -0,85 | 420 | 0,00 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 26.430 | 0,81 | 1.013 | 1,61 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 1.252 | 0,00 | 48 | 0,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 448.472 | 7,39 | 17 | 13,33 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 37.033 | -0,91 | 1.419 | -0,07 | ||||
| 2026-01-15 | 13F | Econ Financial Services Corp | 179.719 | 26,09 | 6.887 | 27,07 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 756.416 | 16,03 | 28.986 | 16,95 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 4.688 | -18,24 | 180 | -17,89 | ||||
| 2026-02-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 361.846 | 2,73 | 13.866 | 3,54 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.151 | 254,15 | 44 | 266,67 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 553.740 | 21.219 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 6.348.289 | 5,99 | 243.266 | 6,83 | ||||
| 2026-02-12 | 13F | Manchester Financial Inc | 19.333 | 239,00 | 741 | 242,59 | ||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 156.438 | -0,16 | 5.995 | 0,62 | ||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 156.906 | 19,68 | 6.013 | 20,63 | ||||
| 2026-02-17 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 59.693 | 2 | ||||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 28.624 | -5,33 | 1 | 0,00 | ||||
| 2026-01-22 | 13F | Whitaker-Myers Wealth Managers, LTD. | 14.475 | -17,89 | 555 | -17,31 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 1.520 | 0,00 | 58 | 1,75 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 429 | 0,47 | 17 | 13,33 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 53.856 | 1,83 | 2.064 | 2,64 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 190.763 | -5,19 | 7.310 | -4,44 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 2.462 | 155,93 | 94 | 161,11 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 247.262 | 3,87 | 9.475 | 4,70 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 16.535 | -1,91 | 634 | -1,09 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 252.704 | 8,34 | 9.684 | 9,19 | ||||
| 2026-01-22 | 13F | Columbia Advisory Partners Llc | 19.036 | -0,63 | 729 | 0,14 | ||||
| 2026-02-10 | 13F/A | LVZ Advisors, Inc. | 2.805.135 | 0,16 | 107.493 | 0,95 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 532.951 | 13,30 | 20.423 | 14,19 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 1.027.452 | 76,27 | 39.372 | 77,66 | ||||
| 2026-01-28 | 13F | Juno Financial Group LLC | 45.947 | 1.761 | ||||||
| 2026-01-14 | 13F | Ballew Advisors, Inc | 30.731 | 1,13 | 1.229 | 7,44 | ||||
| 2026-01-14 | 13F | Bennett Associates Wealth Management | 171.073 | -0,64 | 6.556 | 0,15 | ||||
| 2025-10-31 | 13F | Acorn Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 20.994 | 804 | ||||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 9.833 | 377 | ||||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 396.720 | 11,93 | 15.202 | 12,82 | ||||
| 2025-11-04 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 5.637 | -3,41 | 216 | -2,26 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Griffith & Werner, Inc. | 76.527 | -9,54 | 2.932 | -8,75 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 16.436 | 0,01 | 668 | 8,63 | ||||
| 2026-01-21 | 13F | Trueblood Wealth Management, LLC | 94.229 | 1,27 | 3.611 | 2,06 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 286.966 | 10.997 | ||||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 8.250 | 0,00 | 316 | 0,96 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 5.758 | 221 | ||||||
| 2026-02-03 | 13F | Entruity Wealth, LLC | 61.167 | -31,77 | 2.344 | -31,25 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 86.749 | 228,38 | 3.324 | 231,08 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 1 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 20.105 | -0,14 | 770 | 0,65 | ||||
| 2025-11-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 19.975 | 286,51 | 765 | 290,31 | ||||
| 2026-02-05 | 13F | Sound Portfolio Advisors, LLC | 97.767 | 3.746 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 5.592 | 13,29 | 214 | 14,44 | ||||
| 2026-01-27 | 13F | Hobart Private Capital, LLC | 171.922 | 0,79 | 6.588 | 1,60 | ||||
| 2026-02-03 | 13F | Stiles Financial Services Inc | 20.539 | 2,22 | 787 | 3,15 | ||||
| 2025-10-07 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 230.047 | 2,25 | 8.815 | 3,06 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 99.901 | 1,35 | 3.828 | 2,16 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 294.952 | 3,12 | 11.303 | 3,93 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 138.607 | 5,41 | 5.311 | 6,24 | ||||
| 2026-02-04 | 13F | Northeast Planning Associates, Inc. / Nh / | 63.753 | 5,94 | 2.443 | 6,82 | ||||
| 2026-02-11 | 13F | Gaddis Premier Wealth Advisors LLC | 149.251 | 5.719 | ||||||
| 2026-02-17 | 13F | Trexquant Investment LP | 6.455 | -11,19 | 247 | -10,51 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 146.156 | 6,71 | 5.601 | 7,55 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 206.039 | -20,19 | 7.895 | -19,55 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 76.562 | 1,30 | 2.934 | 2,09 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 32.115 | 1,16 | 1.231 | 1,99 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stewardship Concepts Financial Services Llc | 141.535 | 5.431 | ||||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | JT Stratford LLC | 10.053 | 0,00 | 385 | 0,79 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 830 | 32 | ||||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 59.918 | 190,99 | 2.296 | 197,41 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 924 | 0,00 | 35 | 0,00 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 76.308 | -0,05 | 2.924 | 0,76 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 1.267 | -4,23 | 49 | -4,00 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 5.323 | 204 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 86.295 | 104,55 | 3.307 | 106,24 | ||||
| 2026-01-14 | 13F | Baron Wealth Management LLC | 165.869 | 71,29 | 6.356 | 72,67 | ||||
| 2026-02-03 | 13F | SFG Wealth Management, LLC. | 24.357 | -1,44 | 933 | -0,64 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 122.683 | 1,96 | 4.701 | 2,78 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 2.350.328 | 7,47 | 90 | 8,43 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 29 | 0,00 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 8.038 | 26,22 | 308 | 27,27 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 56.711 | -1,37 | 2.173 | -0,59 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 100 | -60,00 | 4 | -66,67 | ||||
| 2026-01-14 | 13F | Crumly & Associates Inc. | 476.716 | 20,32 | 18.268 | 21,27 | ||||
| 2026-02-13 | 13F | Pitti Group Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 62.483 | 6,27 | 2 | 0,00 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 250 | 0,00 | 10 | 11,11 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 673.196 | 0,53 | 25.797 | 1,33 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21.395 | -14,52 | 820 | -13,88 | ||||
| 2026-02-04 | 13F | Sanchez Wealth Management Group | 446.233 | 10,57 | 17.100 | 11,45 | ||||
| 2026-02-10 | 13F | Ssi Investment Management Llc | 167.670 | -0,24 | 6.425 | 0,56 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 8.422 | 3,34 | 340 | 11,84 | ||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 71.348 | 64,12 | 2.734 | 65,50 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 26.938 | 0,82 | 1.032 | 1,67 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 222.952 | 0,90 | 8.544 | 1,70 | ||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 0 | 0 | ||||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 8.725 | 0,00 | 334 | 0,91 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 10.284 | 0,78 | 0 | |||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 8.735 | -6,65 | 335 | -5,92 | ||||
| 2026-01-22 | 13F | tru Independence LLC | 29.883 | -2,25 | 1.145 | -1,46 | ||||
| 2025-10-02 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | PSI Advisors, LLC | 250.663 | 2,94 | 9.656 | 4,31 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 15.595 | -0,51 | 598 | 0,34 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 291 | 29.000,00 | 11 | |||||
| 2026-01-13 | 13F | Signature Securities Group Corporation | 35.353 | -20,93 | 1.355 | -20,31 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 31.276 | 33,18 | 1.199 | 34,30 | ||||
| 2025-10-07 | 13F | Grant Private Wealth Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 7.286 | 0,33 | 279 | 1,09 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 1.410 | 4,21 | 54 | 5,88 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 576 | 0,00 | 22 | 4,76 | ||||
| 2026-01-21 | 13F | Ergawealth Advisors, Inc. | 61.639 | -67,27 | 2.362 | -67,01 | ||||
| 2025-11-04 | 13F | Woodmont Investment Counsel Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Allie Family Office LLC | 11.545 | 2,34 | 442 | 3,27 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 24.892.169 | 4,78 | 953.868 | 5,61 | ||||
| 2026-02-12 | 13F | Wagner Wealth Management, Corp | 22.006 | 843 | ||||||
| 2026-02-12 | 13F | StoneX Group Inc. | 436.925 | -0,68 | 16.862 | 0,81 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 15 | 1 | ||||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 2.702 | 25,91 | 104 | 27,16 | ||||
| 2026-02-17 | 13F | Fmr Llc | 16.549 | 55,54 | 634 | 56,93 | ||||
| 2026-01-14 | 13F | Game Plan Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 788 | 0,00 | 30 | 3,45 | ||||
| 2026-01-14 | 13F | Centennial Wealth Advisory LLC | 24.004 | 18,16 | 920 | 19,04 | ||||
| 2026-03-03 | 13F | S Harris Financial Group, LLC | 279.212 | 10.699 | ||||||
| 2026-02-11 | 13F | LeClair Wealth Partners LLC | 52.442 | -54,09 | 2.010 | -53,73 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 505.206 | 15,13 | 19.359 | 16,04 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 1.428.920 | 2,89 | 54.756 | 3,71 | ||||
| 2026-02-19 | 13F | Michels Family Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 43.355 | 5,58 | 1.661 | 6,41 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 588.767 | 0,42 | 22.562 | 1,22 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 44.021 | 1,07 | 1.687 | 1,87 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 2.048 | 0,05 | 78 | 1,30 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 67.405 | 6,33 | 2.583 | 7,14 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 50.615 | 1,23 | 1.940 | 2,05 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 77.938 | -1,79 | 2.987 | -1,03 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 33.035 | 42,64 | 1.266 | 43,75 | ||||
| 2026-01-29 | 13F | Huntleigh Advisors, Inc. | 34.048 | -44,54 | 1.305 | -44,11 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 11 | 37,50 | 0 | |||||
| 2026-01-14 | 13F | Spire Wealth Management | 84.455 | -0,34 | 3.236 | 0,43 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 8.464 | 324 | ||||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 24.104 | 0,14 | 924 | 0,87 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 11.946 | 0,23 | 458 | 0,88 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 4.167.860 | 4,77 | 159.712 | 5,60 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 1.361.300 | 5,20 | 52.165 | 6,03 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 6.184 | 0,00 | 237 | 0,43 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 6.978 | 0,00 | 267 | 0,75 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 1.007 | -87,73 | 39 | -87,82 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 5.091 | -0,27 | 195 | 0,52 | ||||
| 2026-01-28 | 13F | Headland Capital, LLC | 9.726 | 16,06 | 373 | 16,98 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 49.196 | -5,04 | 1.885 | -4,27 | ||||
| 2026-01-27 | 13F | Bolthouse Investments, LLC | 44.171 | -0,27 | 1.693 | 0,53 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 95.208 | 2,93 | 3.648 | 3,75 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 23.253 | 891 | ||||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 395.841 | 4,94 | 15.169 | 5,77 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 239.654 | 0,96 | 9.184 | 1,75 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 12.882 | -3,82 | 494 | -3,14 | ||||
| 2025-11-04 | 13F | Westside Investment Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 113.710 | 0,36 | 4.357 | 1,16 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 9.658 | 370 | ||||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 6.505 | 7,82 | 249 | 8,73 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 162.769 | 23,93 | 6.237 | 24,91 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 284 | 11,37 | 11 | 11,11 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 40.789 | -0,28 | 1.563 | 0,51 | ||||
| 2025-10-30 | 13F | ERn Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 122.473 | 2,21 | 4.693 | 3,03 | ||||
| 2026-01-20 | 13F | American National Bank | 420 | 0,00 | 16 | 6,67 | ||||
| 2026-02-03 | 13F | AssuredPartners Investment Advisors, LLC | 111.604 | 436,38 | 4.277 | 440,58 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 34.860 | 23,69 | 1.336 | 24,65 | ||||
| 2026-02-02 | 13F | Capital Investment Counsel, LLC | 204.289 | -0,69 | 7.828 | 0,09 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 268.712 | 1,41 | 10.297 | 2,21 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 10.823 | 23,73 | 415 | 24,70 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 3.900 | 149 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 6.265 | 240 | ||||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 13 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 146.948 | 6,52 | 5.631 | 7,38 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 124.549 | -4,08 | 4.773 | -3,32 | ||||
| 2026-02-13 | 13F | LM Advisors LLC | 3.472 | -96,03 | 91 | 2.900,00 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 350 | 13 | ||||||
| 2026-01-27 | 13F | Cannon Wealth Management Services, LLC | 10.977 | 29,11 | 421 | 30,03 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 93.176 | -2,89 | 3.570 | -2,14 | ||||
| 2026-01-09 | 13F | Marshall Financial Group LLC | 81.245 | 12,93 | 3.113 | 13,82 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 474.840 | 1,89 | 18.196 | 2,70 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 66 | 44,44 | ||||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 118.936 | -24,27 | 4.558 | -23,67 | ||||
| 2026-02-02 | 13F | CX Institutional | 132.848 | 3,50 | 5 | 25,00 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 2.454.383 | -0,15 | 94.052 | 0,63 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 806.331 | 4.508,13 | 30.899 | 4.546,32 | ||||
| 2026-01-29 | 13F | OMNI 360 Wealth, Inc. | 5.646 | -3,04 | 226 | 2,26 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 2.199.824 | 3,07 | 84.297 | 3,89 | ||||
| 2026-01-15 | 13F | Lighthouse Wealth Management Inc. | 20.261 | -6,12 | 776 | -5,37 | ||||
| 2026-01-28 | 13F | Provident Wealth Management, LLC | 141.373 | 1,10 | 5.417 | 1,90 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 7.306 | 4,04 | 280 | 4,89 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 15.369 | 0,10 | 589 | 0,86 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 208.079 | -1,90 | 7.974 | -1,13 | ||||
| 2026-01-29 | 13F | UBS Group AG | 6.941.165 | 2,88 | 265.985 | 3,69 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 79.309 | 85,44 | 3.039 | 86,90 | ||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 15.756 | 3,90 | 604 | 4,69 | ||||
| 2026-01-14 | 13F | First City Capital Management, Inc. | 7.575 | 290 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 434.710 | 0,96 | 16.658 | 1,77 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 561.529 | 10,06 | 21.518 | 10,93 | ||||
| 2026-01-07 | 13F | Capital Advantage, Inc. | 77.232 | 40,53 | 2.960 | 41,65 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 77.826 | 28,85 | 2.982 | 29,88 | ||||
| 2026-01-27 | 13F | Keystone Financial Services, LLC | 19.815 | 1,29 | 759 | 2,15 | ||||
| 2026-01-29 | 13F | Inscription Capital, LLC | 56.311 | 1,15 | 2.158 | 1,94 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 453.288 | 49,61 | 17.370 | 50,81 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 15.283 | 185 | ||||||
| 2026-01-08 | 13F | Dagco, Inc. | 370.184 | 3,10 | 14.185 | 3,92 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 2.715.794 | -7,01 | 104.069 | -6,28 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 259.646 | -15,24 | 9.950 | -14,57 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 3.305.788 | 5,72 | 126.678 | 6,55 | ||||
| 2025-11-10 | 13F | IFS Group,LLC | 5.274 | 200 | ||||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 16.550 | 39,96 | 671 | 52,15 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 8.307 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Marshall Investment Management, Llc | 40.112 | -4,72 | 1.537 | -3,94 | ||||
| 2026-02-11 | 13F | Lifestyle Asset Management, Inc. | 47.959 | -86,67 | 1.838 | -86,57 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 1.051 | -0,10 | 40 | 2,56 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 9.358 | 8,69 | 0 | |||||
| 2026-01-22 | 13F | Accordant Advisory Group Inc | 1.200 | 0,00 | 46 | 0,00 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.674 | -15,60 | 371 | -14,94 | ||||
| 2026-01-29 | 13F | Comerica Bank | 80.972 | -6,71 | 3.103 | -5,97 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 85.730 | -9,12 | 3.285 | -8,39 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 56.818 | -52,15 | 2.177 | -51,77 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 7.286 | 279 | ||||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 7.975 | 0,01 | 306 | 0,66 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 36.967 | 7,41 | 1.417 | 8,26 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 600 | 23 | ||||||
| 2026-01-07 | 13F | Next Level Private LLC | 7.218 | 0,04 | 277 | 1,10 | ||||
| 2026-01-12 | 13F | ARS Wealth Advisors Group, LLC | 6.752 | -2,85 | 259 | -2,27 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 9.402 | 0,00 | 360 | 1,98 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 200 | 0,00 | 8 | 0,00 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 205.065 | 9,36 | 7.858 | 10,23 | ||||
| 2026-02-13 | 13F | Altus Wealth Group LLC | 36.292 | 0,05 | 1.391 | 0,80 | ||||
| 2026-02-02 | 13F | Grantvest Financial Group LLC | 42.066 | 4,40 | 1.612 | 5,29 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Premier Private Wealth Management LLC | 16.644 | 680 | ||||||
| 2026-02-13 | 13F | Aft, Forsyth & Sober, LLC | 329.600 | 12.630 | ||||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 120 | 5 | ||||||
| 2026-01-29 | 13F | Directional Asset Management | 15.891 | 609 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 110.789 | 246,16 | 4.245 | 249,10 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 27.321 | 1.047 | ||||||
| 2026-01-14 | 13F | Fairvoy Private Wealth, LLC | 303.071 | 2,86 | 11.614 | 3,67 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 4.844 | 154,95 | 186 | 156,94 | ||||
| 2026-02-18 | 13F | CacheTech Inc. | 6.310 | 0,00 | 242 | 0,84 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 53.574 | 7,83 | 2.053 | 8,69 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Ameliora Wealth Management Ltd. | 2.075 | 66,67 | 80 | 68,09 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 24.298 | -1,88 | 931 | -1,06 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 290.696 | -9,22 | 11.141 | -8,52 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 17.721 | 0,02 | 679 | 0,89 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 1.562 | 60 | ||||||
| 2026-01-15 | 13F | Cherry Creek Investment Advisors, Inc. | 62.324 | -0,99 | 2.388 | -0,21 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 94.693 | 1,12 | 3.629 | 1,91 | ||||
| 2026-01-26 | 13F | Second Half Financial Partners, LLC | 8.759 | 0,00 | 336 | 0,60 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 8.915 | 0,34 | 342 | 1,19 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 35.859 | -1,82 | 1.374 | -1,01 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 204.849 | 1,86 | 7.850 | 2,65 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 454.996 | -23,34 | 17.440 | -22,69 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 15.693 | 6,54 | 601 | 7,32 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 11.696 | 0,00 | 448 | 0,90 | ||||
| 2026-01-30 | 13F | Secured Retirement Advisors, Llc | 39.537 | -8,49 | 1.515 | -7,73 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 38.281 | -13,29 | 1.467 | -12,63 | ||||
| 2026-01-27 | 13F | Prasad Wealth Partners, LLC | 9.599 | -3,21 | 368 | -2,65 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 226 | 0,00 | 9 | 0,00 | ||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 175.745 | 8,77 | 6.735 | 9,64 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 15.361 | 589 | ||||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 74 | 0,00 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 82.148 | -25,21 | 3.148 | -24,64 | ||||
| 2026-01-27 | 13F | Purus Wealth Management, LLC | 52.230 | -0,50 | 2.001 | 0,30 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 132.871 | 5,13 | 5.092 | 5,95 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 357.588 | 27,01 | 13.703 | 28,01 | ||||
| 2026-01-26 | 13F | Prosperity Financial Group, Inc. | 15.881 | 1,33 | 609 | 2,18 | ||||
| 2026-02-05 | 13F | 626 Financial, LLC | 8.178 | 0,00 | 313 | 0,97 | ||||
| 2026-01-28 | 13F | Arbor Capital Management Inc /adv | 12.173 | 1,41 | 478 | 4,84 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 6 | 0,00 | 0 | |||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 49.581 | 11,16 | 1.900 | 12,04 | ||||
| 2026-01-29 | 13F | Advantage Trust Co | 438.864 | 1,30 | 16.817 | 2,11 | ||||
| 2026-01-23 | 13F | Eagle Bay Advisors LLC | 642 | 25 | ||||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 16.581 | 0,03 | 635 | 0,79 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 194.232 | -7,36 | 7.443 | -6,64 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 700 | 27 | ||||||
| 2026-02-03 | 13F | Retirement Planning Group | 13.670 | 3,15 | 524 | 3,98 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 42.504 | 3,73 | 1.629 | 4,56 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 17.946.856 | 0,73 | 687.724 | 1,53 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 23.136 | 14,34 | 887 | 15,21 | ||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 272.611 | 3,27 | 10.446 | 4,10 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 204.794 | -1,29 | 7.848 | -0,52 | ||||
| 2026-01-08 | 13F | Grove Bank & Trust | 5.500 | 0,00 | 211 | 0,48 | ||||
| 2026-02-24 | 13F | Anderson Financial Strategies, LLC | 75.302 | -15,81 | 2.886 | -15,15 | ||||
| 2026-02-05 | 13F | Mason & Associates Inc | 79.360 | -3,28 | 3.041 | -2,50 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 15.461 | 67,53 | 592 | 69,14 | ||||
| 2026-01-06 | 13F | WealthCare Investment Partners, LLC | 6.050 | 234 | ||||||
| 2026-01-21 | 13F | Kraematon Investment Advisors, Inc | 21.396 | -5,89 | 820 | -5,21 | ||||
| 2026-02-03 | 13F | Financial Partners Group, Inc | 12.986 | 34,60 | 524 | 43,17 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 18.870 | 723 | ||||||
| 2026-01-30 | 13F | Reicon Wealth Advisors, Llc | 26.387 | 1.011 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 500 | 19 | ||||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 7.105 | 272 | ||||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 9.059 | 347 | ||||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 595.961 | 2,72 | 23.707 | 8,65 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 229.116 | 8.780 | ||||||
| 2026-01-30 | 13F | Sigma Planning Corp | 291.682 | -1,46 | 11.189 | -0,58 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 46.657 | 8,08 | 1.788 | 8,90 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 1.199 | 0,00 | 46 | 0,00 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 51.057 | 291,03 | 1.957 | 294,35 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 149.866 | -32,50 | 5.743 | -31,97 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 42.003 | -20,06 | 1.610 | -19,43 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 90.996 | 5,72 | 3.487 | 6,54 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 14.426 | 1,35 | 553 | 2,03 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 11.044 | 7,64 | 420 | 16,07 | ||||
| 2026-01-26 | 13F | Cottage Street Advisors LLC | 20.580 | 1,58 | 789 | 2,34 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 250.163 | 20,11 | 9.586 | 21,07 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 232.275 | -2,94 | 8.901 | -2,18 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 149.686 | 7,30 | 5.692 | 15,62 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 44.573 | 0,08 | 1.708 | 0,89 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 117.266 | 22,55 | 4.494 | 23,50 | ||||
| 2026-01-20 | 13F | Accel Wealth Management | 51.901 | 32,97 | 1.989 | 34,05 | ||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 327 | 0,00 | 13 | 0,00 | ||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 107.567 | 0,83 | 4.122 | 1,63 | ||||
| 2026-01-07 | 13F | Precedent Wealth Partners, Llc | 257.587 | 5,25 | 9.871 | 6,08 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 15.085 | 1,69 | 578 | 2,67 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 293.154 | -3,97 | 11.234 | -3,21 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 35.561 | 2,75 | 1.363 | 3,57 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 22.875 | 1,62 | 877 | 2,46 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 590.831 | 4,94 | 22.641 | 5,77 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 20.502 | -68,77 | 786 | -66,11 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 28.651 | 63,35 | 658 | -1,35 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 64.138 | 0,30 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Barnes Pettey Financial Advisors, Llc | 16.542 | 3,58 | 634 | 4,28 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 343.967 | 357,13 | 13.181 | 360,84 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 57.026 | 9,95 | 2.185 | 10,86 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 25.638 | -1,86 | 982 | -1,11 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 202.755 | 963,44 | 7.769 | 973,07 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 14.671 | 8,97 | 562 | 9,98 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 14.105.263 | 9,82 | 540.514 | 10,69 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 523.015 | -0,60 | 20.042 | 0,18 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 76.594 | 0,37 | 2.935 | 1,17 | ||||
| 2026-02-06 | 13F | Goldenstone Wealth Management LLC | 79.510 | 3.047 | ||||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 22.613 | 0,40 | 867 | 1,17 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 138 | 5 | ||||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Gentry Private Wealth, Llc | 9.750 | -7,72 | 374 | -6,98 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 9.869 | 21,79 | 378 | 22,73 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 136 | 5 | ||||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 7.673 | 0,30 | 294 | 1,38 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 41.302 | 2 | ||||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 15.283 | -3,37 | 586 | -2,66 | ||||
| 2025-11-14 | 13F | Prosperity Wealth Management, Inc. | 7.120 | -13,13 | 271 | -6,57 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 41.777 | 18,12 | 1.601 | 19,05 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 55.535 | -12,92 | 2.128 | -12,21 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 3 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 72.800 | 0,00 | 2.790 | 0,80 | ||||
| 2026-01-20 | 13F | Arvest Investments, Inc. | 263.558 | 10,71 | 10.100 | 11,58 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 100.018 | 18,88 | 3.833 | 21,07 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 24.241 | 21,58 | 929 | 22,43 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 188.510 | 6,76 | 7.224 | 7,60 | ||||
| 2026-02-06 | 13F | Quantum Private Wealth, LLC | 5.963 | 0,00 | 229 | 0,88 | ||||
| 2026-02-13 | 13F | Uniting Wealth Partners, LLC | 194.799 | -2,67 | 7.465 | -1,91 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 1.307.551 | 2,11 | 50.105 | 2,92 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 166.548 | -1,42 | 6.382 | -0,64 | ||||
| 2026-01-29 | 13F | Horizon Advisory Services, Inc. | 25.492 | 5,54 | 977 | 6,32 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3.554.684 | 5,03 | 136.215 | 106.317,97 | ||||
| 2026-02-05 | 13F | Atlas Wealth LLC | 71.228 | 2,05 | 2.729 | 2,86 | ||||
| 2026-01-16 | 13F | Ellsworth Advisors, LLC | 28.306 | 8,34 | 1.150 | 17,47 | ||||
| 2026-01-30 | 13F | Boyer Financial Services, Inc. | 95.906 | 3.713 | ||||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 4.375.623 | 4,91 | 167.674 | 5,74 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 32.258 | 3,67 | 1.236 | 4,48 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 67.426 | 0,98 | 2.584 | 1,77 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 30.065 | 445,45 | 1.152 | 451,20 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 7.708 | 1,76 | 295 | 2,79 | ||||
| 2026-02-13 | 13F | Ambassador Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Csenge Advisory Group | 126.417 | 210,49 | 4.844 | 213,12 | ||||
| 2026-02-24 | 13F | Stone Wealth Partners | 64.383 | 2.467 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 300 | -90,16 | 11 | -90,43 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 734 | 28 | ||||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 510.473 | 19.561 | ||||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 58.535 | -15,04 | 2.243 | -14,36 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 24.709 | -57,45 | 947 | -57,14 | ||||
| 2026-02-27 | 13F | OakTrust Wealth Advisors, LLC | 61.940 | 2.374 | ||||||
| 2026-02-17 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-20 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | RiverTree Advisors, LLC | 73.087 | 2,13 | 2.801 | 2,94 | ||||
| 2026-01-26 | 13F | Paradigm Financial Partners, Llc | 82.141 | 0,06 | 3.148 | 0,83 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 |
