Grundlæggende statistik
| Institutionelle ejere | 1239 total, 1237 long only, 0 short only, 2 long/short - change of 4,72% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2882 % - change of -1,02% MRQ |
| Institutionelle aktier (lange) | 65.381.599 (ex 13D/G) - change of 1,44MM shares 2,25% MRQ |
| Institutionel værdi (lang) | $ 8.885.956 USD ($1000) |
Institutionelt ejerskab og aktionærer
SPDR Series Trust - State Street SPDR S&P Dividend ETF (US:SDY) har 1239 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 65,381,599 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Raymond James Financial Inc, LPL Financial LLC, Joel Isaacson & Co., LLC, Royal Bank Of Canada, Wells Fargo & Company/mn, UBS Group AG, Ameriprise Financial Inc, and Jpmorgan Chase & Co .
SPDR Series Trust - State Street SPDR S&P Dividend ETF (ARCA:SDY) 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 151,45 / share. Previously, on March 10, 2025, the share price was 138,34 / share. This represents an increase of 9,48% 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.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 63 | 0,00 | 9 | 0,00 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 2.183 | 306 | ||||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 3.013 | 0,00 | 419 | -0,48 | ||||
| 2026-01-23 | 13F | Clarity Wealth Advisors, LLC | 3.122 | 0,16 | 434 | -0,46 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 6.015 | 0,00 | 837 | -0,59 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 31.613 | 12,33 | 4.399 | 11,62 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 3.398 | -1,28 | 0 | |||||
| 2026-01-27 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 41.259 | 8,73 | 5.742 | 8,04 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 7.039 | 13,06 | 980 | 12,40 | ||||
| 2026-02-13 | 13F | Selby Wealth Management, LLC | 1.827 | 254 | ||||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 586 | 2,09 | 82 | 1,25 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 36.810 | -3,25 | 5.236 | -2,13 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 19.001 | 2.644 | ||||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 2.915 | 0,00 | 406 | -0,74 | ||||
| 2026-01-22 | 13F | Newman Dignan & Sheerar, Inc. | 13.681 | -25,68 | 1.904 | -26,15 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 2.369 | -0,50 | 330 | -1,20 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 18.477 | -2,63 | 2.571 | -3,24 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 10.634 | -45,56 | 1.480 | -45,92 | ||||
| 2026-01-14 | 13F | Romano Brothers And Company | 2.285 | 0,00 | 318 | -0,94 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 1.449 | 0,76 | 202 | 0,00 | ||||
| 2026-01-27 | 13F | Fiduciary Advisors, Inc. | 82 | 0,00 | 11 | 0,00 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 770 | 0,00 | 107 | 0,00 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 8.750 | 0,13 | 1.218 | -0,49 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 20 | 3 | ||||||
| 2026-01-20 | 13F | Nvwm, Llc | 969 | 0,00 | 135 | -0,74 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 352 | 7,98 | 49 | 6,67 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Greenleaf Trust | 72.368 | 0,83 | 10.071 | 0,19 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 13.649 | -7,52 | 1.899 | -8,08 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 5.948 | -13,70 | 833 | -10,91 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 25.576 | 5,82 | 3.559 | 5,17 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 2.108 | 0,00 | 293 | -0,68 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 180 | 0,00 | 25 | 0,00 | ||||
| 2026-01-13 | 13F | Butensky & Cohen Financial Security, Inc | 9.448 | 4,78 | 1.315 | 4,12 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 6.271 | 42,52 | 873 | 41,56 | ||||
| 2026-02-11 | 13F | Invst, LLC | 2.003 | 279 | ||||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 2.628 | 7,57 | 366 | 6,73 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 97.101 | 24,36 | 13.524 | 23,68 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 2.284 | -2,56 | 318 | -3,35 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 11.293 | -1,38 | 1.582 | 1,74 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 3.874 | -19,94 | 539 | -20,38 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 31.956 | -15,96 | 4.447 | -16,51 | ||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 2.788.428 | 4,55 | 388.038 | 3,89 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 2.640 | 0,00 | 367 | -0,54 | ||||
| 2026-01-21 | 13F | First United Bank Trust/ | 150 | 0,00 | 21 | -4,76 | ||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 1.933 | 269 | ||||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 6.116 | 851 | ||||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 77.421 | 0,15 | 10.774 | -0,49 | ||||
| 2026-01-15 | 13F | Founders Capital Management | 260 | 0,00 | 36 | 0,00 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 2.600 | 0,00 | 362 | -0,82 | ||||
| 2026-01-20 | 13F | Hubbell Strickland Wealth Management, LLC | 104.437 | -0,90 | 14.533 | -1,53 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 9.154 | 0,00 | 1.274 | -0,70 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 89.293 | 0,93 | 12.426 | 0,29 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 21.302 | 6,98 | 2.964 | 6,31 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 178.845 | -8,81 | 24.888 | -9,39 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 2.177 | 8,52 | 303 | 7,86 | ||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 4.472 | 5,92 | 622 | 5,25 | ||||
| 2026-01-23 | 13F | Old North State Wealth Management, LLC | 1.931 | 0,84 | 269 | 0,37 | ||||
| 2026-01-06 | 13F | Martin Capital Partners, LLC | 6.673 | 49,89 | 1 | |||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 749 | 0,00 | 104 | 0,00 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 5.956 | 0,00 | 830 | 2,98 | ||||
| 2026-01-28 | 13F | Badgley Phelps Wealth Managers, LLC | 28.195 | 6,35 | 3.924 | 5,66 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 54.222 | -3,40 | 7.545 | -4,01 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 4.560 | -1,91 | 635 | -2,61 | ||||
| 2025-11-07 | 13F | TT Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | First National Corp /ma/ /adv | 62.974 | -0,22 | 8.815 | 2,91 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 69 | 0,00 | 10 | 0,00 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 9.170 | -0,84 | 1.276 | -1,47 | ||||
| 2026-02-02 | 13F | Essex Savings Bank | 1.898 | 0,11 | 264 | -0,38 | ||||
| 2026-01-26 | 13F | Berkeley, Inc | 4.432 | 0,07 | 617 | -0,65 | ||||
| 2026-01-26 | 13F | Childress Capital Advisors, Llc | 3.825 | 0,00 | 532 | -0,56 | ||||
| 2026-01-27 | 13F | Jeppson Wealth Management, Llc | 10.045 | -3,37 | 1.398 | -3,99 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 4.458 | -32,49 | 620 | -32,90 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 11.606 | 3,93 | 1.615 | 3,33 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 3.732 | -6,77 | 519 | -7,32 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 86 | 0,00 | 12 | 0,00 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 34.121 | -9,97 | 4.748 | -7,70 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 2.214 | 308 | ||||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 1.590 | -5,13 | 221 | -5,56 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 1.490 | -4,79 | 207 | -5,48 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 55.732 | 7.805 | ||||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 5.406 | 0,00 | 752 | -0,66 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 12.394 | -2,72 | 1.725 | -3,36 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 4.760 | -19,27 | 662 | -19,76 | ||||
| 2026-01-26 | 13F | DeLarme Wealth Management, Inc. | 1.518 | 211 | ||||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 175.880 | 0,13 | 24.476 | -0,50 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 184.447 | 52,33 | 25.668 | 51,36 | ||||
| 2025-11-03 | 13F | Stonegate Investment Group, LLC | 11.903 | 0,00 | 1.667 | 3,22 | ||||
| 2026-02-17 | 13F/A | Beverly Hills Private Wealth, LLC | 1.589 | 0,00 | 221 | -0,45 | ||||
| 2026-01-21 | 13F | Perfromance Wealth Partners, LLC | 3.471 | -3,40 | 483 | -3,98 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 8.720 | -0,15 | 1.213 | -0,82 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 10.573 | 0,02 | 1.471 | -0,61 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 7.855 | 0,00 | 1.093 | -0,64 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 765 | 0,00 | 106 | -0,93 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 22 | 0,00 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 4.176 | 108,28 | 581 | 107,50 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Seven Springs Wealth Group, LLC | 8.192 | 0,00 | 1.140 | -0,70 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 65.093 | 4,31 | 9.058 | 3,65 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 2.158 | 12,69 | 300 | 11,94 | ||||
| 2026-01-06 | 13F | Hoffman, Alan N Investment Management | 2.471 | 0,00 | 344 | -0,87 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.143.898 | -0,24 | 298.345 | -0,87 | ||||
| 2026-02-02 | 13F | Reynders McVeigh Capital Management, LLC | 4.317 | -4,97 | 1 | |||||
| 2026-01-27 | 13F | 55 North Private Wealth, LLC | 1.783 | 248 | ||||||
| 2026-01-30 | 13F | Caldwell Trust Co | 1.995 | -9,19 | 278 | -9,77 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 1.588 | -4,45 | 221 | -5,17 | ||||
| 2026-02-13 | 13F | Portfolio Resources Advisor Group, Inc. | 545 | 76 | ||||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 745 | 104 | ||||||
| 2026-02-03 | 13F | Indivisible Partners | 6.198 | 863 | ||||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 2.874 | -0,86 | 400 | -1,72 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 3.138 | 0,00 | 437 | -0,68 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 1.675 | -0,95 | 233 | -1,27 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 4.398 | 197,77 | 612 | 197,09 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 815 | 0,00 | 113 | -0,88 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 406.721 | 0,24 | 56.599 | -0,40 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 1.075 | 8,15 | 150 | 7,19 | ||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 7.000 | 0,00 | 974 | -0,61 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 2.135 | 0,00 | 297 | -0,67 | ||||
| 2026-02-11 | 13F | Mitchell Mcleod Pugh & Williams Inc | 15.793 | 2.423 | ||||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 30 | 0,00 | 4 | 0,00 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 5.130 | -23,03 | 714 | -23,58 | ||||
| 2026-01-07 | 13F | Epiq Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Charles Schwab Trust Co | 29.980 | 0,27 | 4.172 | -0,36 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 47.980 | -2,61 | 6.677 | -3,23 | ||||
| 2026-02-03 | 13F | Redwood Wealth Management Group, LLC | 12.011 | -5,01 | 1.671 | -5,59 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 140 | 0,00 | 19 | 0,00 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 4.536 | 631 | ||||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 3.141 | 0,00 | 437 | -0,46 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 8.044 | -0,69 | 1.119 | -2,19 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 4.942 | 15,63 | 688 | 14,88 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 141 | -32,21 | 20 | -34,48 | ||||
| 2026-02-03 | 13F | Financial Partners Group, Inc | 2.359 | -3,64 | 351 | 2,34 | ||||
| 2026-02-13 | 13F | Creekside Partners | 3.116 | 0,35 | 434 | -0,23 | ||||
| 2026-02-03 | 13F | Drucker Wealth 3.0, LLC | 12.351 | -7,68 | 1.719 | -8,28 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 8.732 | -38,24 | 1.215 | -38,64 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 2.429 | 0,00 | 338 | -0,59 | ||||
| 2026-01-14 | 13F | Mechanics Bank Trust Department | 13.673 | -14,56 | 1.903 | -15,13 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 3.179 | 0,00 | 442 | -0,67 | ||||
| 2026-01-15 | 13F | Signature Wealth Management Group | 1.680 | 0,00 | 234 | -0,85 | ||||
| 2026-02-13 | 13F | Commerce Bank | 2.988 | -3,24 | 416 | -3,94 | ||||
| 2026-01-23 | 13F | Avion Wealth | 248 | 0,00 | 0 | |||||
| 2026-01-13 | 13F | Dakota Wealth Management | 9.476 | 0,00 | 1.319 | -0,68 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 35.158 | 15,90 | 4.893 | 15,16 | ||||
| 2026-01-30 | 13F | Stegner Investment Associates Inc. | 1.622 | -26,97 | 226 | -27,65 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 2.831 | -11,78 | 394 | -12,47 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 3.820 | 0,42 | 532 | -0,19 | ||||
| 2026-01-13 | 13F | LongView Wealth Management | 1.862 | 25,98 | 268 | 29,61 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 151.280 | -4,01 | 21.047 | -4,64 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 8.919 | 16,68 | 1.241 | 15,98 | ||||
| 2025-11-14 | 13F | Loudon Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 2.351 | -11,38 | 345 | -7,03 | ||||
| 2025-11-14 | 13F | Wealth Preservation Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 4.460 | 0,00 | 621 | -0,64 | ||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 17.967 | -3,17 | 2.500 | -3,77 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 25.856 | -0,11 | 3.598 | -0,74 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 3.700 | 0,00 | 515 | -0,77 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 81.089 | -13,06 | 11.284 | -13,61 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 72 | 0,00 | 10 | 0,00 | ||||
| 2026-02-04 | 13F | Garrett Wealth Advisory Group, LLC | 1.513 | -1,11 | 210 | -1,87 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 50 | 7 | ||||||
| 2025-10-16 | 13F | Lowe Wealth Advisors, LLC | 136 | 0,00 | 19 | 5,56 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 929 | 129 | ||||||
| 2026-01-20 | 13F | BXM Wealth LLC | 2.570 | 0,00 | 358 | -0,56 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 650 | 35,14 | 90 | 34,33 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 91.591 | -0,06 | 12.746 | -0,69 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 2.034 | 39,70 | 283 | 39,41 | ||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 2.997 | -85,28 | 417 | -85,37 | ||||
| 2026-01-22 | 13F | Legacy Trust | 2.928 | 0,00 | 407 | -0,73 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 93.919 | 0,31 | 13.070 | -0,33 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 35.394 | -20,82 | 5 | -33,33 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 17.207 | 27,38 | 2 | 100,00 | ||||
| 2026-01-14 | 13F | AA Financial Advisors, LLC | 23.075 | -1,39 | 3.211 | -2,01 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 67.855 | 5,76 | 9.443 | 5,09 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 255 | 35 | ||||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 383 | 0,00 | 53 | 0,00 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.830 | 10,98 | 394 | 10,08 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 1.769 | -1,50 | 246 | -1,99 | ||||
| 2026-01-08 | 13F | Sar Wealth Management Group, Llc | 95.884 | 2,25 | 13.343 | 1,61 | ||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 1.330 | 0,68 | 0 | |||||
| 2026-01-28 | 13F | Glassman Wealth Services | 6.195 | 3,20 | 862 | 2,62 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 37.406 | -2,79 | 5.205 | -3,41 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 1.526 | 0,07 | 220 | 2,80 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 3.765 | 0,00 | 524 | -0,76 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 50.544 | 1,70 | 7.034 | 1,05 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 1.488 | 0,61 | 207 | 0,00 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 10.989 | -0,53 | 1.529 | -1,16 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 5.171 | 2,86 | 720 | 4,81 | ||||
| 2026-01-05 | 13F | GoalVest Advisory LLC | 685 | 0,00 | 95 | 0,00 | ||||
| 2026-02-02 | 13F | Riverstone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fmr Llc | 118.045 | -0,49 | 16.427 | -1,13 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 17.275 | -5,35 | 2.419 | -2,34 | ||||
| 2025-11-05 | 13F | Thompson Davis & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 62.740 | 1,76 | 8.731 | 1,11 | ||||
| 2026-01-16 | 13F | Bay Capital Advisors, LLC | 2.466 | -7,50 | 343 | -8,04 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 85.039 | -0,49 | 11.834 | -1,12 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 1 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 23.761 | -8,33 | 3.307 | -8,93 | ||||
| 2026-01-22 | 13F | Spirepoint Private Client, Llc | 1.717 | 239 | ||||||
| 2026-01-26 | 13F | Marion Wealth Management | 1.499 | 0,40 | 220 | 4,78 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 3.273 | 456 | ||||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 1.844 | 0,00 | 257 | -0,78 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.832 | -12,89 | 255 | -13,61 | ||||
| 2025-10-22 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 46.319 | 0,31 | 6.446 | -0,34 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 12.098 | 1.684 | ||||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 2.580 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Carson Advisory Inc. | 1.865 | -15,80 | 260 | -16,45 | ||||
| 2026-01-29 | 13F | New Hampshire Trust | 3.709 | 0,00 | 516 | -0,58 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 6.176 | 186,72 | 859 | 185,38 | ||||
| 2026-02-02 | 13F | Equitable Trust Co | 3.078 | 0,00 | 428 | -0,70 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 53.601 | -1,50 | 7.459 | -2,13 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 12.439 | 0,79 | 1.731 | 0,12 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 54.959 | -6,33 | 7.648 | -6,91 | ||||
| 2026-01-27 | 13F | Davidson Trust Co | 2.261 | 0,62 | 315 | 0,00 | ||||
| 2026-01-13 | 13F | Triangle Securities Wealth Management | 4.853 | -1,38 | 675 | -2,03 | ||||
| 2026-02-12 | 13F | Atalanta Sosnoff Capital, Llc | 8.487 | -0,39 | 1.181 | -1,01 | ||||
| 2026-01-16 | 13F | Louisbourg Investments Inc. | 635 | -7,30 | 88 | -7,37 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 10.499 | -22,48 | 1.461 | -22,94 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 15.644 | 0,96 | 2.177 | 0,28 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 3.090.639 | -0,83 | 430.093 | -1,46 | ||||
| 2026-01-09 | 13F | Hardin Capital Partners, LLC | 2.843 | 14,09 | 396 | 13,51 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 3.991 | 7,95 | 555 | 7,35 | ||||
| 2026-01-22 | 13F | City Holding Co | 1.372 | -2,76 | 191 | -3,55 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 8.002 | 0,00 | 1.114 | -0,62 | ||||
| 2025-11-13 | 13F | Novus Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 30.018 | -1,21 | 4.177 | -1,83 | ||||
| 2026-01-08 | 13F | Financial Management Network Inc | 7.909 | 0,11 | 1.108 | -0,18 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 49.950 | 5,91 | 6.951 | 5,22 | ||||
| 2026-02-05 | 13F | Beese Fulmer Investment Management, Inc. | 2.148 | 2,53 | 299 | 1,71 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 1.214 | 0,00 | 169 | -1,18 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 481.880 | -1,24 | 67.058 | -1,87 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 2.947 | -2,16 | 410 | -2,61 | ||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 1.857 | 0,00 | 258 | -0,77 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 23.856 | 3,04 | 3.320 | 2,38 | ||||
| 2026-01-22 | 13F | Ridgecrest Wealth Partners, Llc | 2.724 | 0,00 | 379 | -0,52 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 2.917 | -0,17 | 406 | -0,98 | ||||
| 2026-02-17 | 13F | Legend Capital Advisors LLC | 10.114 | 1.407 | ||||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Synovus Financial Corp | 44.012 | 1,30 | 6.166 | 4,53 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 4.111 | -2,12 | 572 | -2,72 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 250 | 0,00 | 35 | -2,86 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 11.994 | 57,67 | 1.669 | 56,71 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 170 | -19,05 | 24 | -20,69 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 757 | 105 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 2.382 | 28,69 | 331 | 27,80 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 1.583 | 220 | ||||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 100 | 0,00 | 14 | -7,14 | ||||
| 2026-01-27 | 13F | Round Rock Advisors, LLC | 2.808 | 0,00 | 391 | -0,76 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 4.479 | -33,28 | 623 | -33,72 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 1.415 | -36,12 | 197 | -36,77 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 21.519 | 0,23 | 2.995 | -0,40 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 10.453 | 211,47 | 1 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 192.215 | -1,28 | 26.748 | -1,91 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 42.277 | 23,63 | 5.883 | 22,84 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | LS Investment Advisors, LLC | 3.855 | -7,22 | 536 | -7,75 | ||||
| 2026-02-06 | 13F | Taylor Financial Group, Inc. | 5.618 | 0,00 | 782 | -0,64 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 14.500 | -18,37 | 2.018 | -18,90 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 181.949 | -0,23 | 25.320 | -0,86 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Marco Investment Management Llc | 1.448 | 0,00 | 202 | -0,50 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Lewis Asset Management, LLC | 29.400 | -2,28 | 4.091 | -2,90 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 9.335 | 1.299 | ||||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 4.217 | 0,00 | 587 | -0,68 | ||||
| 2026-01-21 | 13F | Cambridge Advisors Inc. | 4.966 | -3,50 | 691 | -4,03 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 25.846 | -3,29 | 3.597 | -3,90 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Denver Wealth Management, Inc. | 21.391 | -8,09 | 2.977 | -8,68 | ||||
| 2026-02-12 | 13F | GreatBanc Trust CO | 11.978 | -2,92 | 1.667 | -3,53 | ||||
| 2026-02-10 | 13F | Providence Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 56.049 | -1,68 | 7.800 | -2,30 | ||||
| 2026-01-26 | 13F | Bernardo Wealth Planning LLC | 2.358 | 0,00 | 328 | -0,61 | ||||
| 2025-11-13 | 13F/A | Cynosure Management, Llc | 2.188 | 306 | ||||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 70 | 0,00 | 10 | 0,00 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 5.065 | 705 | ||||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 1.690 | 9,31 | 235 | 8,80 | ||||
| 2026-02-10 | 13F | Arcadia Investment Management Corp/mi | 506 | 0,00 | 70 | 0,00 | ||||
| 2026-01-07 | 13F | Winebrenner Capital Management Llc | 9.655 | -0,23 | 1.344 | -0,89 | ||||
| 2025-11-07 | 13F | United Bank | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | American Money Management, LLC | 44.851 | 2,88 | 6.242 | 2,23 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 4.355 | 3,94 | 606 | 3,24 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 5.063 | 204,45 | 705 | 203,45 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 306 | 0,00 | 43 | 0,00 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 1.271 | 0,00 | 177 | -1,12 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 1.538 | 214 | ||||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 1.500 | 0,00 | 209 | -0,95 | ||||
| 2026-02-04 | 13F | Shoker Investment Counsel, Inc. | 1.598 | -4,14 | 222 | -4,72 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 842 | 0,00 | 117 | 0,00 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 1.763 | 245 | ||||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 34 | 0,00 | 5 | 0,00 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 9.464 | -1,59 | 1.317 | -2,15 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 7.571 | -2,89 | 1.054 | -3,48 | ||||
| 2026-02-06 | 13F | Insight Inv LLC | 201 | 0,00 | 28 | -3,57 | ||||
| 2026-01-16 | 13F | Piscataqua Savings Bank | 515 | 0,00 | 72 | -1,39 | ||||
| 2026-01-21 | 13F | Mayport, Llc | 2.200 | 0,00 | 306 | -0,65 | ||||
| 2026-02-04 | 13F | Family Legacy, Inc. | 1.995 | 0,00 | 278 | -0,72 | ||||
| 2025-09-15 | 13F/A | Charles Schwab Investment Management Inc | 4.387 | -20,00 | 595 | -17,82 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 12.460 | -4,20 | 1.734 | -4,83 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 7.308 | -9,72 | 1.017 | -10,24 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 2.478 | 8,78 | 345 | 7,84 | ||||
| 2026-02-17 | 13F | truNorth Financial Services, Inc. | 15.059 | 2.096 | ||||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 19.565 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 13.333 | -7,18 | 1.855 | -7,76 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 19.921 | 4,19 | 2.772 | 3,55 | ||||
| 2026-01-23 | 13F | Dara Capital Us, Inc. | 3.660 | 509 | ||||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 99.184 | -1,52 | 13.802 | -2,15 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 220.100 | 1,69 | 30.629 | 1,04 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 8.133 | 7,18 | 1.132 | 6,50 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 5.185 | 0,00 | 722 | -0,69 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 13.109 | -0,94 | 1.824 | -1,57 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 30.718 | 36,14 | 4.275 | 35,30 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 1.600 | 0,00 | 223 | -0,89 | ||||
| 2026-02-05 | 13F | Gamco Investors, Inc. Et Al | 2.035 | 0,00 | 283 | -0,70 | ||||
| 2026-02-12 | 13F | Intesa Sanpaolo Wealth Management | 100 | 14 | ||||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.513 | 0,08 | 350 | -0,57 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 11.411 | 1.588 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 275.277 | -0,68 | 38.308 | -1,31 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 900 | 0 | ||||||
| 2026-01-13 | 13F | Adamsbrown Wealth Consultants Llc | 2.987 | -2,00 | 416 | -2,58 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 5.322 | -1,48 | 741 | -2,12 | ||||
| 2026-03-03 | 13F | EJMK Ventures LLC | 2.472 | 344 | ||||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 559 | 0,00 | 78 | -1,28 | ||||
| 2026-02-03 | 13F | Richard Bernstein Advisors LLC | 1.018.684 | -1,99 | 141.763 | -1,79 | ||||
| 2026-02-05 | 13F | Johnson & White Wealth Management, LLC | 32.053 | -2,16 | 4.460 | -2,79 | ||||
| 2026-02-10 | 13F | Mycio Wealth Partners, Llc | 30.306 | 0,69 | 4.217 | 0,05 | ||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 2.870 | 24,78 | 399 | 23,91 | ||||
| 2026-02-13 | 13F | Sterling Capital Management LLC | 287 | 0,00 | 40 | -2,50 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 2.012 | 0,00 | 280 | -0,36 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Charter Trust Co | 10.076 | 0,00 | 1.402 | -0,64 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 9.668 | -14,34 | 1.345 | -14,87 | ||||
| 2026-01-08 | 13F | Regent Peak Wealth Advisors LLC | 95.924 | -2,40 | 13.349 | -3,02 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 2.216 | 308 | ||||||
| 2026-01-08 | 13F | Occidental Asset Management, LLC | 16.227 | 0,00 | 2.258 | -0,62 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 24.517 | 0,00 | 3.412 | -0,64 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 325.101 | 45,44 | 45.241 | 44,52 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 10 | 1 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 5.995 | -6,30 | 1 | |||||
| 2026-02-06 | 13F | Americana Partners, LLC | 89.017 | 88,31 | 12.388 | 87,11 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 686 | 0 | ||||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Shum Financial Group, Inc. | 26.545 | 1,82 | 3.694 | 1,18 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 10.729 | 0,00 | 1.493 | -0,60 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 255 | 0,00 | 35 | 0,00 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Horizon Bancorp Inc /in/ | 1.286 | 0,00 | 0 | |||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 74 | 0,00 | 10 | 0,00 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 404 | 0,00 | 56 | 0,00 | ||||
| 2026-01-26 | 13F | Global Wealth Management, LLC | 1.462 | 0,69 | 203 | 0,00 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 30.397 | 34,63 | 4.230 | 33,78 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 108.987 | 10,10 | 15.162 | 9,37 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 22.603 | 3.145 | ||||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 5.084 | -7,55 | 707 | -8,18 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 7.500 | 0,00 | 1.044 | -0,67 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 688 | -0,72 | 96 | -1,04 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 13.499 | 0,30 | 1.879 | -0,32 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 2.984 | 0,71 | 415 | 0,24 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 6.368 | 5,40 | 886 | 4,73 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 3.304 | 0,55 | 460 | -0,22 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Meridian Financial, LLC | 26.277 | -1,48 | 3.657 | -2,12 | ||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 2.072 | 0,14 | 288 | -0,35 | ||||
| 2026-02-19 | 13F | Torrey-Payne Wealth Management, LLC | 36.401 | 5.341 | ||||||
| 2026-02-02 | 13F | Citizens Business Bank | 2.157 | -49,52 | 300 | -49,83 | ||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 5.653 | -1,94 | 787 | -2,60 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 52.349 | -1,74 | 7 | 0,00 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 1.384 | -0,29 | 191 | -1,55 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 83.160 | -10,87 | 11.573 | -11,43 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 17.976 | 0,16 | 2.501 | -0,48 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 2.408 | 0,42 | 335 | 0,00 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 11.516 | 3,14 | 1.603 | 2,50 | ||||
| 2026-02-09 | 13F | First National Trust Co | 3.401 | 1,43 | 473 | 0,85 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 4.573 | -30,07 | 636 | -29,49 | ||||
| 2025-10-27 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.028.994 | -0,08 | 421.515 | -0,72 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100,00 | 406 | 0,00 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 33.731 | -45,55 | 3.377 | -61,09 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 14.178 | -1,16 | 1.973 | -1,74 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 6.444 | 67,33 | 897 | 66,23 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 67 | 9 | ||||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 2.743 | 0,00 | 382 | -0,78 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 1.600 | 0,00 | 233 | 3,57 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 6.970 | 0,00 | 970 | -0,72 | ||||
| 2026-02-12 | 13F | Collier Financial | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1.535.318 | -1,14 | 213.455 | -1,76 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 24.911 | -0,00 | 3.467 | -0,63 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 4.588 | 0,00 | 638 | -0,62 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 77.691 | -6,68 | 10.811 | -7,27 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 3.280 | -1,56 | 456 | -2,15 | ||||
| 2025-10-08 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Friday Financial | 1.902 | 0,00 | 265 | -0,75 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 279.825 | -0,59 | 38.940 | -1,22 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 217 | 0,00 | 30 | 0,00 | ||||
| 2026-01-22 | 13F | Mechanics Financial Corp | 1.000 | 0,00 | 139 | -0,71 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 799.885 | 0,88 | 111.312 | 0,24 | ||||
| 2026-02-18 | 13F | Alpha Capital Advisors Inc /adv | 4.299 | 621 | ||||||
| 2025-10-28 | 13F | MAS Advisors LLC | 8.024 | 10,01 | 1.124 | 13,43 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 2.800 | 0,00 | 390 | -0,77 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 2.226 | 310 | ||||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 1.625 | 0,00 | 226 | -0,44 | ||||
| 2026-02-03 | 13F | Climber Capital SA | 46.537 | 0,00 | 6.301 | 2,96 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 1.188 | 0,00 | 165 | -0,60 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 39.607 | 0,07 | 5.512 | -0,58 | ||||
| 2026-01-16 | 13F | Pictet & Cie (Europe) SA | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 5.463 | 4,68 | 760 | 4,11 | ||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 1.287 | 0,00 | 179 | -0,56 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 325 | 0,00 | 45 | 0,00 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 2.261 | 0,00 | 315 | -0,63 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 193.953 | 5,76 | 26.992 | 5,09 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 19.871 | 5,66 | 2.765 | 5,01 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 8.002 | -1,57 | 1.114 | -2,20 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 2.825 | -0,07 | 393 | -0,51 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 9.570 | -3,02 | 1.332 | -3,62 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 69 | -42,02 | 10 | -43,75 | ||||
| 2025-10-21 | 13F | First Pacific Financial | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 145.641 | -0,57 | 20 | 0,00 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 1.602 | -7,45 | 223 | -8,26 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 6.534 | -0,68 | 909 | -1,30 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 82.747 | -1,06 | 11.510 | -1,78 | ||||
| 2026-01-28 | 13F | Headland Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 90.575 | -12,44 | 12.604 | -13,00 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 135 | 0,00 | 19 | 0,00 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 3.151 | 0,00 | 438 | -0,68 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 3.440 | 0,12 | 479 | -0,62 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 100 | 0,00 | 14 | 7,69 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 15.153 | 6,50 | 2.109 | 5,82 | ||||
| 2025-10-14 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Curbstone Financial Management Corp | 7.150 | 0,00 | 995 | -0,70 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 1.000 | 0,00 | 139 | -0,71 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1.161 | 162 | ||||||
| 2026-01-30 | 13F | Keybank National Association/oh | 7.600 | -8,20 | 1.058 | -8,80 | ||||
| 2026-02-13 | 13F | Mlp3, Llc | 11.146 | 1.551 | ||||||
| 2026-02-05 | 13F | WHI TRUST Co LLC | 371 | 52 | ||||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 4.225 | 0,00 | 588 | -0,68 | ||||
| 2026-02-17 | 13F | Berkshire Bank | 3.824 | 4,74 | 532 | 4,11 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 10.639 | 5,71 | 1.481 | 5,04 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 1.941 | 0,00 | 270 | -0,37 | ||||
| 2026-01-23 | 13F | Pinnacle Wealth Management Group, Inc. | 2.077 | -2,07 | 289 | -2,69 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 37.364 | 0,00 | 5.200 | -0,63 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 34.352 | -0,97 | 4.780 | -1,61 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 36.401 | 27,48 | 5.066 | 26,66 | ||||
| 2026-01-23 | 13F | Oxler Private Wealth LLC | 1.472 | 0,00 | 205 | -0,97 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 3.263 | -1,81 | 454 | -2,37 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 21.021 | -0,39 | 2.925 | -1,02 | ||||
| 2026-02-13 | 13F | Garrison Point Advisors, Llc | 5.643 | -0,53 | 785 | -1,13 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.548 | 2,74 | 355 | 2,02 | ||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 14.250 | -2,29 | 1.983 | -2,89 | ||||
| 2026-02-18 | 13F | Kitching Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Shepherd Street Advisors LLC | 2.460 | 342 | ||||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Premier Private Wealth Management LLC | 51.636 | 7.705 | ||||||
| 2026-02-09 | 13F | King Wealth | 2.836 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 26.094 | -3,58 | 3.631 | -4,17 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 706 | 0,00 | 98 | 0,00 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 4.761 | -54,78 | 663 | -55,09 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 23.627 | -0,44 | 3.288 | -1,08 | ||||
| 2026-02-02 | 13F | Syntax Research, Inc. | 250 | 35 | ||||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 3.404 | 4,45 | 474 | 3,73 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.076.605 | 1,94 | 288.980 | 1,29 | ||||
| 2026-02-12 | 13F | McDonough Capital Management, Inc | 2.052 | 0,64 | 286 | 0,00 | ||||
| 2026-01-08 | 13F | Agate Pass Investment Management, LLC | 8.131 | -0,73 | 1.132 | -1,39 | ||||
| 2026-01-12 | 13F | Private Wealth Group, LLC | 50.071 | 2,98 | 6.968 | 2,32 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 150 | 21 | ||||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 4.871 | -3,24 | 678 | -3,97 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | Compass Planning Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Eastern Bank | 382 | 0,00 | 53 | 0,00 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 2.655 | -0,67 | 369 | -1,34 | ||||
| 2026-01-22 | 13F | Wetzel Investment Advisors, Inc. | 2.267 | -0,18 | 315 | -0,94 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 23.186 | -3,98 | 3.227 | -4,58 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 812 | 113 | ||||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 3.110 | -0,42 | 433 | -1,14 | ||||
| 2026-01-21 | 13F | Mainstream Capital Management LLC | 2.440 | -0,29 | 340 | -0,88 | ||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 2.922 | 407 | ||||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 2.107 | -43,56 | 293 | -43,87 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 5.905 | -5,63 | 822 | -6,28 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 5.206 | 724 | ||||||
| 2026-02-09 | 13F | White Pine Capital Llc | 11.382 | 0,43 | 1.584 | -0,25 | ||||
| 2026-01-27 | 13F | Novem Group | 28.997 | -0,01 | 4.035 | -0,64 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 844 | 117 | ||||||
| 2026-01-29 | 13F | Schnieders Capital Management, Llc. | 2.759 | 0,00 | 384 | -0,78 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 712 | 0 | ||||||
| 2026-02-10 | 13F | Harfst & Associates, Inc. | 2.695 | 0,00 | 375 | -0,53 | ||||
| 2025-11-12 | 13F | Pinnacle Financial Group, LLC / IL | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 732 | 0,00 | 102 | -0,98 | ||||
| 2025-10-29 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 6.097 | 4,15 | 848 | 3,54 | ||||
| 2026-02-02 | 13F | SevenBridge Financial Group, LLC | 5.061 | 0,16 | 742 | 5,70 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 17.755 | 0,28 | 2.486 | 0,16 | ||||
| 2026-01-09 | 13F | Marshall Financial Group LLC | 1.794 | -4,78 | 250 | -5,32 | ||||
| 2025-11-13 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 2.274 | 0,00 | 316 | -0,63 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 5.867 | -40,25 | 816 | -40,18 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 2.162 | 301 | ||||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 165 | 23 | ||||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 13.963 | 148,54 | 1.943 | 147,20 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 1.768 | 0,51 | 246 | 0,00 | ||||
| 2026-01-20 | 13F | American National Bank | 2.161 | -5,72 | 301 | -6,25 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 4.745 | 5,56 | 660 | 4,93 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 237 | 33 | ||||||
| 2025-10-08 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Baugh & Associates, LLC | 1.900 | -11,01 | 264 | -8,65 | ||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Mather Group, Llc. | 5.816 | 17,33 | 809 | 16,57 | ||||
| 2026-02-06 | 13F | Private Wealth Advisors, LLC | 4.429 | -2,68 | 616 | -3,30 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 181 | 0,00 | 25 | 0,00 | ||||
| 2026-01-29 | 13F | Approach Retirement Advisors, LLC | 2.680 | 373 | ||||||
| 2026-02-04 | 13F | Boston Private Wealth Llc | 10.143 | 0,00 | 1.412 | -0,63 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 1.551 | 0,00 | 216 | -0,92 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 16.267 | -0,64 | 2.264 | -1,27 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 3.310 | -1,46 | 461 | -2,13 | ||||
| 2026-02-02 | 13F | Addison Capital Co | 3.549 | -9,92 | 494 | -10,53 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 18.820 | -6,12 | 2.619 | -6,73 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 64 | 0,00 | 9 | 0,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 135.966 | -0,86 | 18.921 | -1,49 | ||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 4.374 | 1,34 | 609 | 0,66 | ||||
| 2026-02-02 | 13F | Pines Wealth Management, LLC | 14.211 | 3,68 | 1.978 | 3,02 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 270 | 0,00 | 38 | 0,00 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 43.775 | 77,62 | 6.092 | 76,50 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 475 | 0,00 | 66 | 0,00 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 1.896 | 0,00 | 264 | -0,75 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 17.611 | 121,41 | 2 | 100,00 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 25.546 | -3,37 | 3.555 | -3,97 | ||||
| 2026-01-23 | 13F | Ashford Advisors, LLC | 4.000 | 0,00 | 557 | -0,71 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 3.259 | 0,00 | 454 | -0,66 | ||||
| 2026-02-12 | 13F | Beck Mack & Oliver Llc | 2.483 | 0,00 | 346 | -0,58 | ||||
| 2026-01-30 | 13F | Covenant Asset Management, LLC | 2.123 | 0,00 | 295 | -0,67 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 110.533 | 4,60 | 15.434 | 4,28 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 2.505 | 0,00 | 349 | -0,57 | ||||
| 2026-02-10 | 13F | Financially Speaking Inc | 3.241 | -3,05 | 451 | -3,85 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 4.637 | 0,00 | 645 | -0,62 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 2.271 | 54,38 | 316 | 53,40 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 1.001 | 0,00 | 139 | -0,71 | ||||
| 2026-01-29 | 13F | Dumont & Blake Investment Advisors Llc | 24.335 | -5,88 | 3 | -99,92 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 7.909 | -1,10 | 1.101 | -1,70 | ||||
| 2026-01-21 | 13F | Warner Financial, Inc | 9.156 | 0,00 | 1 | 0,00 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 8.897 | 4,22 | 1.238 | 3,60 | ||||
| 2026-02-17 | 13F | Hall Capital Management Co Inc | 1.900 | 0,00 | 264 | -0,75 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 4.210 | -6,32 | 586 | -7,00 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 215 | 0,00 | 30 | -3,33 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 507 | 0,00 | 71 | -1,41 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 1.650 | -12,00 | 230 | -12,60 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 4.796 | 0,21 | 667 | -0,45 | ||||
| 2026-02-06 | 13F | Resolute Wealth Strategies, LLC | 2.536 | -3,83 | 353 | -4,61 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 10.279 | 0,09 | 1.430 | -0,56 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 3.970 | 0,74 | 552 | 0,18 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 60.497 | -1,75 | 8.419 | -2,38 | ||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 66.091 | 0,00 | 9.197 | -0,63 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 27.816 | -5,58 | 3.871 | -6,18 | ||||
| 2026-01-27 | 13F | Friedenthal Financial | 240 | 0,00 | 33 | 0,00 | ||||
| 2026-01-23 | 13F | Blue Fin Capital, Inc. | 8.600 | -1,21 | 1.197 | -1,89 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 1.874 | 0 | ||||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 14.780 | 0,42 | 2.057 | -0,24 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 8.619 | 0,83 | 1.199 | 0,17 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 954.596 | 0,30 | 132.842 | -0,34 | ||||
| 2026-01-07 | 13F | Precedent Wealth Partners, Llc | 71.737 | -8,82 | 9.983 | -9,40 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 3.708 | 1,73 | 517 | 1,17 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 233.826 | -2,08 | 33 | -3,03 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 4.840.696 | 2,02 | 673.631 | 1,37 | ||||
| 2026-01-12 | 13F | Harbor Group, Inc. | 1.801 | 251 | ||||||
| 2026-01-26 | 13F | BCS Private Wealth Management, Inc. | 7.290 | 0,00 | 1.014 | -0,59 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 2.513 | -28,18 | 350 | -28,78 | ||||
| 2026-02-14 | 13F | American Trust | 29.120 | -1,71 | 4.052 | -2,34 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 29.441 | 8,58 | 4.102 | 7,86 | ||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 1.493 | 209 | ||||||
| 2025-10-22 | 13F | Gries Financial Llc | 2.570 | 0,00 | 360 | 3,16 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 2.312 | 24,30 | 322 | 23,46 | ||||
| 2026-02-10 | 13F | Sarver Vrooman Wealth Advisors | 64 | 0,00 | 9 | 0,00 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 485.458 | -20,10 | 67.556 | -20,61 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 5.742 | 1,47 | 799 | 0,88 | ||||
| 2025-10-22 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 2.791 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Keystone Financial Group | 5.023 | -5,55 | 699 | -6,18 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 8.985 | -8,60 | 1.250 | -9,16 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 92.651 | -1,13 | 12.893 | -1,76 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 219.138 | -0,76 | 30.495 | -1,39 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 4.207 | -1,22 | 585 | -1,85 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 7.282.625 | -1,01 | 1.013.450 | -1,63 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 8.769 | 0,19 | 1.220 | -0,41 | ||||
| 2026-02-04 | 13F | American Institute for Advanced Investment Management, LLP | 6.825 | -5,01 | 950 | -5,67 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 14.092 | -3,34 | 1.961 | -3,92 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 4.355 | 5,68 | 606 | 5,03 | ||||
| 2026-01-08 | 13F | Adirondack Trust Co | 1.355 | 0,00 | 189 | -0,53 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 9.070 | 0,43 | 1 | 0,00 | ||||
| 2026-01-23 | 13F | Capital Investment Counsel, Inc | 370 | 51 | ||||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 28.998 | 0,08 | 4.035 | -0,54 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 5.772 | 3,16 | 803 | 5,80 | ||||
| 2026-01-27 | 13F | Joel Adams & Associates, Inc. | 3.696 | 132,60 | 514 | 131,53 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 529 | 1.724,14 | 0 | |||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 1.505 | 0,20 | 209 | -0,48 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 716 | 0,00 | 100 | -1,00 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 8.899 | -3,27 | 1.238 | -3,88 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 2.442 | -0,77 | 340 | -1,45 | ||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 10.138 | -20,66 | 1.411 | -21,19 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 4.887 | 134,61 | 680 | 133,68 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 1.695 | 0,00 | 236 | -0,84 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 69.095 | 0,02 | 10.138 | 4,79 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 24.635 | 11,80 | 3.428 | 11,12 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 3.018 | 0,07 | 420 | -0,71 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 26.804 | 0,07 | 3.730 | -0,56 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 2.001 | -3,61 | 278 | -4,14 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 4.160 | 0,00 | 579 | -0,69 | ||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 12.170 | 1,24 | 1.694 | 0,59 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 3.958 | 61,82 | 1 | |||||
| 2026-02-13 | 13F | STAR Financial Bank | 6.849 | -5,93 | 953 | -6,48 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 2.293 | 0,00 | 319 | -0,62 | ||||
| 2026-01-26 | 13F | Icapital Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 28 | 0,00 | 4 | 0,00 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 4.887 | 1 | ||||||
| 2026-02-04 | 13F | H&H Retirement Design & Management INC | 13.006 | 11,23 | 1.941 | 20,87 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 83.962 | 3,52 | 11.684 | 2,87 | ||||
| 2026-01-23 | 13F | Gainplan LLC | 2.139 | 298 | ||||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 62.578 | -4,46 | 8.708 | -5,06 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 17.647 | 16,18 | 2.456 | 15,42 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 8.800 | 137,84 | 1.225 | 136,29 | |||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Kwmg, Llc | 4.440 | -3,88 | 618 | -4,49 | ||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 87 | 0,00 | 12 | 0,00 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 29.545 | 56,75 | 4.111 | 55,78 | ||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 6.800 | -52,78 | 946 | -53,08 | |||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 1.518 | -2,13 | 211 | -2,76 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 1.694 | -31,36 | 236 | -31,88 | ||||
| 2026-01-21 | 13F | Ledyard National Bank | 10.760 | -8,92 | 1.497 | -9,49 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 2.057 | 0,00 | 286 | -0,69 | ||||
| 2026-02-05 | 13F | Tennessee Valley Asset Management Partners | 2.591 | -0,46 | 361 | -1,10 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 108.878 | 1,91 | 15.151 | 1,27 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 372.401 | -1,59 | 52.974 | -0,14 | ||||
| 2026-02-02 | 13F | HTG Investment Advisors, Inc. | 1.970 | 0,00 | 274 | -0,36 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.587 | 5,59 | 360 | 4,96 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 150.913 | 198,22 | 21.001 | 196,33 | ||||
| 2026-01-23 | 13F | Tower View Investment Management & Research LLC | 215 | 0,47 | 30 | 0,00 | ||||
| 2026-01-28 | 13F | Emprise Bank | 3.474 | 0,00 | 483 | -0,62 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 353 | 0,00 | 49 | 0,00 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.787 | -8,52 | 666 | -9,02 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 1.784 | 0,00 | 248 | -0,40 | ||||
| 2026-01-14 | 13F | Pallas Capital Advisors LLC | 10.942 | 4,43 | 1.523 | 3,75 | ||||
| 2026-01-14 | 13F | Acropolis Investment Management, LLC | 2.885 | -4,53 | 401 | -2,20 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 6.616 | -5,86 | 921 | -6,50 | ||||
| 2026-01-09 | 13F | S.E.E.D. Planning Group LLC | 2.687 | -4,38 | 374 | -5,09 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 22.204 | 7,40 | 3.090 | 6,70 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 3.155 | 0,00 | 439 | -0,45 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 342 | 0,00 | 48 | 0,00 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 7.385 | 1.028 | ||||||
| 2026-02-09 | 13F | Community Bank & Trust, Waco, Texas | 1.918 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | Neumann Capital Management, LLC | 32.715 | -0,56 | 4.553 | -1,19 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 7.133 | 0,56 | 993 | -0,10 | ||||
| 2026-01-29 | 13F | West Bancorporation Inc | 2.685 | -8,52 | 374 | -9,25 | ||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 3.350 | 3,40 | 466 | 2,87 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 125 | -37,50 | 17 | -39,29 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 9.307 | -1,12 | 1.295 | -1,75 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 1.994 | 0,20 | 278 | -0,36 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 2.453 | 0,00 | 341 | -0,58 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 593 | -3,73 | 83 | -4,65 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 372 | 0,00 | 52 | -1,92 | ||||
| 2026-02-02 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 837 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 2.324 | -8,29 | 323 | -8,76 | ||||
| 2026-02-13 | 13F | Cetera Trust Company, N.A | 414 | 0,00 | 58 | 0,00 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 18 | -51,35 | 3 | -60,00 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 12.320 | -1,75 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 9.486 | -1,63 | 1.320 | -2,22 | ||||
| 2026-01-15 | 13F | Westmount Partners, LLC | 8.626 | -2,20 | 1.200 | -2,76 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 36.242 | 22,76 | 5.041 | 21,85 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 7.926 | 0,00 | 1.103 | -0,72 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 22.100 | -12,65 | 3.075 | -13,21 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 1.090 | 118,00 | 152 | 115,71 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 5.679 | 0,44 | 790 | -0,13 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 5.956 | 835 | ||||||
| 2026-01-26 | 13F | PDS Planning, Inc | 15.240 | 0,08 | 2.121 | -0,56 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 502.568 | -1,52 | 69.937 | -2,14 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 14.553 | -6,50 | 2.025 | -7,07 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 1.556 | 1,30 | 216 | 0,47 | ||||
| 2026-02-12 | 13F | Sumitomo Mitsui Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 3.757 | -4,43 | 523 | -5,09 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 2.686 | 0,04 | 374 | -0,80 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 3.095 | -1,68 | 431 | -2,27 | ||||
| 2026-02-03 | 13F | Bokf, Na | 102.079 | 0,61 | 14.205 | -0,03 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 1.815 | 0,00 | 253 | -0,79 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 12.227 | 5,63 | 1.701 | 4,94 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 16.594 | -4,53 | 2.324 | -1,53 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Kilter Group LLC | 350 | 0,00 | 49 | -2,04 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 1.633 | 227 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 476.880 | -0,60 | 66.384 | -1,75 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 6.165 | 14,98 | 954 | 26,86 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 15.511 | -4,05 | 2.158 | -4,68 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 5.170 | -7,26 | 719 | -7,82 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 217.246 | 9,19 | 30.232 | 8,49 | ||||
| 2025-11-25 | 13F | Alexander Labrunerie & Co., Inc. | 4.542 | 0,00 | 636 | 3,25 | ||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 5.941 | 0,59 | 827 | -0,12 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 540 | 34,66 | 75 | 33,93 | ||||
| 2026-01-12 | 13F/A | TL Private Wealth | 40.349 | -1,56 | 5.793 | 2,39 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 16.932 | 0,80 | 2.356 | 0,17 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 3.030 | 17,81 | 422 | 16,94 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 454 | 63 | ||||||
| 2026-01-22 | 13F | Treasure Coast Financial Planning | 23.635 | 2,68 | 3.289 | 2,05 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 78.414 | 1,02 | 10.912 | 0,39 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 6.925 | -68,85 | 964 | -69,07 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 10.645 | -18,30 | 1.481 | -18,80 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 241 | 0,00 | 34 | 0,00 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 7.151 | -6,23 | 995 | -6,84 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 9.139 | -3,20 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 4.333 | 977,86 | 607 | 1.003,64 | ||||
| 2026-01-22 | 13F | Venturi Wealth Management, LLC | 2.386 | -46,59 | 332 | -46,88 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 11.425 | -0,91 | 1.590 | -1,55 | ||||
| 2026-01-07 | 13F | Pps&v Asset Management Consultants, Inc. | 8.573 | 0,00 | 1.193 | -0,58 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 3.902 | 0,21 | 543 | -0,55 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 3.702 | 0,00 | 515 | -0,58 | ||||
| 2026-01-29 | 13F | Strategent Financial, LLC | 35.513 | -6,35 | 4.942 | -6,95 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 6.534 | 0,02 | 1 | |||||
| 2026-02-03 | 13F | Brandywine Oak Private Wealth Llc | 1.839 | -10,73 | 256 | -11,46 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 2.797 | 389 | ||||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 4.512 | 628 | ||||||
| 2026-01-06 | 13F | Freedom Financial Partners LLC | 8.843 | -0,14 | 1.231 | -0,81 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 80.533 | -5,48 | 11.207 | -6,08 | ||||
| 2026-02-03 | 13F | MPS Loria Financial Planners, LLC | 9.208 | -0,53 | 1.281 | -1,16 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 9.088 | 1,11 | 1.265 | 0,48 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 3.281 | -5,39 | 457 | -5,98 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 53.463 | -0,06 | 7.440 | -0,69 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 27.278 | 1,00 | 3.796 | 0,37 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 694 | 0,00 | 97 | -1,03 | ||||
| 2025-10-20 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 2.540 | 0,12 | 354 | -0,56 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 864 | 0,70 | 120 | 0,00 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 306 | 0,00 | 43 | 2,44 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 14.106 | -20,04 | 1.963 | -20,57 | ||||
| 2026-01-20 | 13F | Sugar Maple Asset Management, LLC | 19.022 | 0,00 | 2.647 | -0,64 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 14.762 | -0,17 | 2.054 | -0,77 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 255 | 35 | ||||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 3 | 0,00 |
