Grundlæggende statistik
| Institutionelle ejere | 1247 total, 1245 long only, 0 short only, 2 long/short - change of 5,04% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3027 % - change of 3,55% MRQ |
| Institutionelle aktier (lange) | 65.539.038 (ex 13D/G) - change of 1,46MM shares 2,27% MRQ |
| Institutionel værdi (lang) | $ 8.975.260 USD ($1000) |
Institutionelt ejerskab og aktionærer
SPDR Series Trust - State Street SPDR S&P Dividend ETF (US:SDY) har 1247 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 65,539,038 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 April 24, 2026 is 148,17 / share. Previously, on April 28, 2025, the share price was 130,41 / share. This represents an increase of 13,62% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 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 | ||||
| 2026-02-02 | 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 | |||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 6.967 | -13,09 | 1.017 | -8,88 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 5.779 | 0,42 | 843 | 5,38 | ||||
| 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 | ||||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 2.369 | -0,50 | 330 | -1,20 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 2.411 | 0,75 | 335 | 0,00 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 50.452 | -10,43 | 7.363 | -6,07 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.203 | 0,47 | 905 | 5,36 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 1.449 | 0,76 | 202 | 0,00 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 5.163 | -15,32 | 753 | -11,20 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 2.685 | 0,00 | 392 | 4,83 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 770 | 0,00 | 107 | 0,00 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 2.000 | 0,00 | 292 | 4,68 | ||||
| 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 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 1.754 | 11,86 | 253 | 18,31 | ||||
| 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 | ||||
| 2026-02-11 | 13F | Invst, LLC | 2.003 | 279 | ||||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 1.473 | -17,89 | 215 | -14,06 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 2.261 | 0,00 | 330 | 4,78 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 749 | 0,00 | 109 | 4,81 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 13.334 | 1,66 | 1.946 | 6,58 | ||||
| 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 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 2.640 | 0,00 | 367 | -0,54 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 1.819 | -2,05 | 265 | 2,71 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 716 | 0,00 | 104 | 5,05 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 2.600 | 0,00 | 362 | -0,82 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 5.057 | -0,08 | 744 | 0,27 | ||||
| 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 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 40 | 0,00 | 6 | 0,00 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 18.744 | -4,20 | 3 | 0,00 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 9.170 | -0,84 | 1.276 | -1,47 | ||||
| 2026-01-26 | 13F | Childress Capital Advisors, Llc | 3.825 | 0,00 | 532 | -0,56 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 11.606 | 3,93 | 1.615 | 3,33 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 11.147 | 0,01 | 1.627 | 4,84 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 151 | 0,00 | 22 | 4,76 | ||||
| 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 | ||||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 2.687 | 0,00 | 392 | 5,09 | ||||
| 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 | ||||
| 2026-01-27 | 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 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 1.999 | 0,00 | 292 | 4,68 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 2.922 | 1,28 | 427 | 6,23 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 10.573 | 0,02 | 1.471 | -0,61 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 13.386 | -17,58 | 1.954 | -13,58 | ||||
| 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 | ||||
| 2026-01-30 | 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 | ||||
| 2026-02-17 | 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 | |||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 1.588 | -4,45 | 221 | -5,17 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 1.562 | 0,00 | 228 | 4,61 | ||||
| 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 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 30 | 0,00 | 4 | 0,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 33.507 | -0,66 | 4.890 | 44,85 | ||||
| 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 | |||||
| 2026-04-06 | 13F | CX Institutional | 71.880 | -1,25 | 10 | 0,00 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 3.806 | 0,00 | 555 | 4,91 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 4.536 | 631 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 2.025 | -5,73 | 296 | -1,01 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 3.141 | 0,00 | 437 | -0,46 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 8.732 | -38,24 | 1.215 | -38,64 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 4.039 | 12,54 | 589 | 18,04 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 2.429 | 0,00 | 338 | -0,59 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 3.179 | 0,00 | 442 | -0,67 | ||||
| 2026-02-13 | 13F | Commerce Bank | 2.988 | -3,24 | 416 | -3,94 | ||||
| 2026-01-23 | 13F | Avion Wealth | 248 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 26.394 | -2,22 | 3.852 | 2,53 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 9.476 | 0,00 | 1.319 | -0,68 | ||||
| 2026-04-23 | 13F | Simmons Bank | 59.083 | -0,37 | 8.623 | 4,48 | ||||
| 2026-01-30 | 13F | Stegner Investment Associates Inc. | 1.622 | -26,97 | 226 | -27,65 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 45.566 | -5,03 | 6.650 | -0,40 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 2.831 | -11,78 | 394 | -12,47 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 2.315 | 0,13 | 338 | 4,98 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 776 | 153,59 | 113 | 169,05 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 14.599 | 2,73 | 2.131 | 7,74 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 151.280 | -4,01 | 21.047 | -4,64 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 1.802 | 0,06 | 263 | 5,20 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 200 | 0,00 | 29 | 7,41 | ||||
| 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 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.166 | 0,19 | 316 | 5,33 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 12.427 | 0,87 | 2 | 0,00 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 91.591 | -0,06 | 12.746 | -0,69 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 400 | 0,00 | 58 | 5,45 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 17.873 | -0,66 | 2.608 | 4,19 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 6.663 | 0,00 | 972 | 4,85 | ||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 2.997 | -85,28 | 417 | -85,37 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 582 | 0,00 | 85 | 5,00 | ||||
| 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 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 67.855 | 5,76 | 9.443 | 5,09 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 69 | 0,00 | 10 | 11,11 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 255 | 35 | ||||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 1.638 | 239 | ||||||
| 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 | |||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 1.769 | -1,50 | 246 | -1,99 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 300 | 0,00 | 44 | 4,88 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 3.364 | -23,07 | 502 | -19,45 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2.660 | 0,00 | 388 | 4,86 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.629 | 1,69 | 238 | 6,76 | ||||
| 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 | ||||
| 2026-02-02 | 13F | Riverstone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Essex Savings Bank | 1.875 | -1,21 | 274 | 3,41 | ||||
| 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 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13.998 | -0,77 | 2.043 | 4,08 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 7.980 | -1,86 | 1.165 | 2,92 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 1 | 0,00 | 0 | |||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 23.761 | -8,33 | 3.307 | -8,93 | ||||
| 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 | ||||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.832 | -12,89 | 255 | -13,61 | ||||
| 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 | ||||||
| 2026-04-24 | 13F | Ledyard National Bank | 10.133 | -5,83 | 1.479 | -1,27 | ||||
| 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 | ||||
| 2026-02-10 | 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 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 4.029 | 0,00 | 588 | 4,82 | ||||
| 2026-02-12 | 13F | Atalanta Sosnoff Capital, Llc | 8.487 | -0,39 | 1.181 | -1,01 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 11.742 | -2,97 | 1.714 | 1,72 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4.689 | -3,38 | 684 | 1,33 | ||||
| 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 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 3.991 | 7,95 | 555 | 7,35 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 16.093 | 1,90 | 2.349 | -3,06 | ||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 4.542 | 0,00 | 632 | -0,63 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.337 | 0,53 | 0 | |||||
| 2026-04-22 | 13F | Bravera Wealth | 28.723 | -9,88 | 4.192 | -5,50 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 49.950 | 5,91 | 6.951 | 5,22 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 1.214 | 0,00 | 169 | -1,18 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2.202 | 321 | ||||||
| 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 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 33.371 | -6,03 | 4.870 | -1,44 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 30.048 | 2,06 | 4.392 | 7,07 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 23.856 | 3,04 | 3.320 | 2,38 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 16.227 | 0,00 | 2.368 | 4,87 | ||||
| 2026-04-14 | 13F | Legacy Trust | 2.928 | 0,00 | 427 | 4,91 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 18.772 | -1,31 | 2.740 | 3,48 | ||||
| 2026-02-17 | 13F | Legend Capital Advisors LLC | 10.114 | 1.407 | ||||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6.042 | 0,12 | 882 | 5,01 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 2.285 | 0,00 | 333 | 5,05 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 2.437 | 0,00 | 356 | 4,72 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 1.583 | 220 | ||||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 1.796 | -6,99 | 263 | -2,60 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 100 | 0,00 | 14 | -7,14 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.252 | 0,00 | 481 | 0,63 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2.885 | 0,00 | 421 | 4,99 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 505 | 0,00 | 74 | 4,29 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.830 | 0,00 | 413 | 5,09 | ||||
| 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 | |||||
| 2026-02-06 | 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 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 4.207 | 0,00 | 614 | 4,79 | ||||
| 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 | |||||
| 2026-02-24 | 13F | MidFirst Bank | 9.335 | 1.299 | ||||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.402 | -1,48 | 205 | 3,03 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 2.420 | -0,82 | 353 | 4,13 | ||||
| 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 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.180 | -1,01 | 172 | 4,24 | ||||
| 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 | ||||
| 2025-11-13 | 13F/A | Cynosure Management, Llc | 2.188 | 306 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.000 | 0,00 | 146 | 4,32 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 70 | 0,00 | 10 | 0,00 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Financial Life Planners | 403 | 59 | ||||||
| 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 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 1.811 | 0,00 | 264 | 4,76 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 12.303 | 0,62 | 1.795 | 5,53 | ||||
| 2025-11-07 | 13F | United Bank | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 2.692 | 0,00 | 393 | 4,81 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 44.851 | 2,88 | 6.242 | 2,23 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 12.000 | 0,00 | 1.784 | 6,89 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 4.355 | 3,94 | 606 | 3,24 | ||||
| 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 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 1.763 | 245 | ||||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 34 | 0,00 | 5 | 0,00 | ||||
| 2026-02-06 | 13F | Insight Inv LLC | 201 | 0,00 | 28 | -3,57 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.910 | -0,24 | 425 | 4,69 | ||||
| 2026-02-04 | 13F | Family Legacy, Inc. | 1.995 | 0,00 | 278 | -0,72 | ||||
| 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 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 13.333 | -7,18 | 1.855 | -7,76 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 5.558 | 9,32 | 811 | 14,71 | ||||
| 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 | ||||||
| 2026-02-12 | 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 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 23.428 | -8,29 | 3.419 | -3,83 | ||||
| 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 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 0 | -100,00 | 0 | |||||
| 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 | ||||||
| 2026-04-20 | 13F | Friedenthal Financial | 240 | 0,00 | 35 | 6,06 | ||||
| 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 | ||||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 2.802 | -6,19 | 409 | -1,69 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 5.322 | -1,48 | 741 | -2,12 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 223.643 | -39,95 | 32.679 | -38,31 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 559 | 0,00 | 78 | -1,28 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 31.735 | -2,82 | 4.631 | 1,91 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 50 | -27,54 | 7 | -22,22 | ||||
| 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 | |||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 9.668 | -14,34 | 1.345 | -14,87 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 2.216 | 308 | ||||||
| 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 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 616 | 0,65 | 90 | 4,71 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 515 | 0,00 | 75 | 5,63 | ||||
| 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 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 4.682 | 683 | ||||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 2.682 | 0,00 | 391 | 4,83 | ||||
| 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 | |||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 74 | 0,00 | 10 | 0,00 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 404 | 0,00 | 56 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 21.748 | 17,30 | 3.172 | 22,91 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 6.928 | 0,01 | 1.011 | 4,98 | ||||
| 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 | -2,57 | 3.145 | -7,09 | ||||
| 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 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 235 | 34 | ||||||
| 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 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 2.808 | 0,00 | 391 | -0,76 | ||||
| 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 | ||||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 4.176 | 0,00 | 581 | 0,00 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 1.399 | 204 | ||||||
| 2026-02-02 | 13F | Citizens Business Bank | 2.157 | -49,52 | 300 | -49,83 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 62 | 0,00 | 9 | 12,50 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 1.139.462 | 11,86 | 166.297 | 17,31 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 3.448 | 4,36 | 503 | 9,59 | ||||
| 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 | ||||
| 2026-02-06 | 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 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 1.714 | 0,00 | 239 | 2,59 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100,00 | 406 | 0,00 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 2.226 | 0,00 | 325 | 4,85 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.261 | 0,00 | 330 | 4,78 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 14.178 | -1,16 | 1.973 | -1,74 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 28.898 | -1,71 | 4.217 | 3,08 | ||||
| 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 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 2.462 | -1,95 | 359 | 2,87 | ||||
| 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 | |||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 10.153 | -4,98 | 1.482 | -0,34 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 77.691 | -6,68 | 10.811 | -7,27 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 171 | 0,00 | 25 | 4,35 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 3.280 | -1,56 | 456 | -2,15 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 9.610 | -4,33 | 1.402 | 0,36 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 4.725 | 8,50 | 690 | 13,70 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 4.217 | 0,00 | 615 | 4,95 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 11.291 | -1,17 | 1.648 | 3,65 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 2.200 | 0,00 | 321 | 4,90 | ||||
| 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 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 1.810 | 0,00 | 264 | 5,18 | ||||
| 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 | ||||
| 2026-02-02 | 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 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 260 | 0,00 | 38 | 2,78 | ||||
| 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 | |||||
| 2026-02-03 | 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 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 193.953 | 5,76 | 26.992 | 5,09 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 2.724 | 0,00 | 398 | 4,75 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 65.729 | -0,55 | 9.593 | 4,29 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 982 | -2,48 | 143 | 2,14 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 2.845 | 0,07 | 415 | 5,06 | ||||
| 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 | |||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2.017 | 294 | ||||||
| 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 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 1.784 | 0,00 | 260 | 4,84 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1.161 | 162 | ||||||
| 2026-04-24 | 13F | James Investment Research Inc | 1.985 | -20,73 | 290 | -16,95 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 1.393 | 203 | ||||||
| 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 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 3.251 | -6,34 | 474 | -1,86 | ||||
| 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 | ||||
| 2026-02-12 | 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 | ||||
| 2026-01-23 | 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 | ||||
| 2026-02-18 | 13F | Kitching Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 82 | 0,00 | 12 | 0,00 | ||||
| 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 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 294 | 0,00 | 43 | 5,00 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 2.425 | 1,63 | 354 | 6,33 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 150 | 21 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 184 | 27 | ||||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 1.470 | 0,55 | 214 | 5,42 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 4.966 | 0,00 | 725 | 4,78 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 2.655 | -0,67 | 369 | -1,34 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 83.246 | -2,11 | 12.149 | 2,65 | ||||
| 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 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 1.342 | -0,96 | 196 | 3,72 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.777 | 0,00 | 405 | 4,92 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.640 | 385 | ||||||
| 2026-01-29 | 13F | Quent Capital, LLC | 812 | 113 | ||||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 3.110 | -0,42 | 433 | -1,14 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 145.591 | -0,03 | 21 | 5,00 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 9.747 | 2,99 | 1.422 | 7,97 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 2.107 | -43,56 | 293 | -43,87 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 134 | 0,00 | 20 | 5,56 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.493 | -2,16 | 364 | 2,54 | ||||
| 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 | |||||
| 2026-04-21 | 13F | Sunpointe, LLC | 5.826 | 850 | ||||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 17.755 | 0,28 | 2.486 | 0,16 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 3.535 | 3,85 | 516 | 8,88 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 165 | 23 | ||||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 11.465 | -4,55 | 1.673 | 0,12 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 4.745 | 5,56 | 660 | 4,93 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 2.570 | 0,00 | 375 | 5,04 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 2.514 | 367 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 6.070 | 0,41 | 886 | 5,23 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 237 | 33 | ||||||
| 2026-02-06 | 13F | Private Wealth Advisors, LLC | 4.429 | -2,68 | 616 | -3,30 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 2.034 | 0,00 | 283 | 0,00 | ||||
| 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 | ||||
| 2026-01-14 | 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 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 529 | 0,00 | 0 | |||||
| 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 | ||||
| 2026-01-23 | 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 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 586 | 0,00 | 85 | 4,94 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 10.692 | -2,28 | 1.560 | 2,50 | ||||
| 2026-02-12 | 13F | Beck Mack & Oliver Llc | 2.483 | 0,00 | 346 | -0,58 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 3.956 | 21,02 | 577 | 27,09 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 743 | 0,00 | 108 | 4,85 | ||||
| 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 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 5.295 | -0,92 | 771 | 2,53 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 1.951 | -1,81 | 285 | 2,90 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 22.707 | -1,59 | 3.314 | 3,18 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 20.989 | 0,00 | 3.063 | 4,90 | ||||
| 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 | ||||
| 2026-01-06 | 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 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2.239 | -24,10 | 327 | -20,49 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 28.688 | -12,31 | 4.187 | -8,04 | ||||
| 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 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 27.816 | -5,58 | 3.871 | -6,18 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 1.883 | -9,34 | 275 | -5,19 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 1.918 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 2.863 | -9,34 | 418 | -5,01 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 2.847.021 | 2,10 | 415.494 | 7,08 | ||||
| 2026-04-22 | 13F | Louisbourg Investments Inc. | 500 | -21,26 | 73 | -18,18 | ||||
| 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 | ||||
| 2026-01-14 | 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 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 1.968 | 0,00 | 287 | 5,13 | ||||
| 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 | ||||
| 2026-02-05 | 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 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 3.284 | -1,97 | 479 | 2,79 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 37.232 | 5,90 | 5.434 | 11,06 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 5.951 | 0,02 | 868 | 4,83 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 4.488 | 1,08 | 655 | 6,00 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 64 | 0,00 | 9 | 12,50 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 9.070 | 0,43 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 728 | 0,00 | 106 | 4,95 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 5.201 | -19,29 | 759 | -15,40 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 5.522 | -2,32 | 749 | -4,71 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 6.510 | 0,26 | 950 | 5,20 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 185 | 0,00 | 27 | 4,00 | ||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 1.505 | 0,20 | 209 | -0,48 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5.050 | 737 | ||||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 7.980 | -8,49 | 1.165 | -4,04 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 4.160 | 0,00 | 579 | -0,69 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 278 | 0,00 | 41 | 5,26 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1.789 | -2,72 | 261 | 2,35 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Baugh & Associates, LLC | 1.900 | 0,00 | 277 | 4,92 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 62.578 | -4,46 | 8.708 | -5,06 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.820 | 266 | ||||||
| 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 | |||
| 2026-04-01 | 13F | Signature Wealth Management Group | 1.680 | 0,00 | 245 | 5,15 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 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 | |||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 2.319 | -8,52 | 338 | -3,98 | ||||
| 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 | ||||
| 2026-02-05 | 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 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 4.417 | 19,51 | 645 | 25,29 | ||||
| 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 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.137 | 1,25 | 166 | 5,77 | ||||
| 2026-04-23 | 13F | American National Bank | 2.011 | -6,94 | 293 | -2,33 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 150.913 | 198,22 | 21.001 | 196,33 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 11.033 | 0,30 | 1.610 | 5,23 | ||||
| 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 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 1.786 | 0,17 | 261 | 4,84 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 6.616 | -5,86 | 921 | -6,50 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 371 | 0,00 | 54 | 5,88 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 22.204 | 7,40 | 3.090 | 6,70 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 342 | 0,00 | 48 | 0,00 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 7.133 | 0,56 | 993 | -0,10 | ||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 3.350 | 3,40 | 466 | 2,87 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 8.254 | -6,66 | 1.205 | -2,03 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 7.462 | 0,43 | 1.089 | 5,32 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 257 | -40,78 | 38 | -38,33 | ||||
| 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 | ||||
| 2026-02-13 | 13F | Cetera Trust Company, N.A | 414 | 0,00 | 58 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6.175 | -1,53 | 901 | 3,33 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 850 | 0,00 | 124 | 5,08 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 225 | 0,00 | 33 | 3,23 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 36.242 | 22,76 | 5.041 | 21,85 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 4.588 | 0,00 | 670 | 4,86 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 216 | 0,47 | 32 | 6,90 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 15.060 | 2,97 | 2.198 | 7,96 | ||||
| 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 | ||||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 2.720 | 0,00 | 397 | 4,76 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 1.510 | 0,00 | 220 | 4,76 | ||||
| 2026-04-07 | 13F | Hoffman, Alan N Investment Management | 2.471 | 0,00 | 361 | 4,96 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 4.349 | -2,45 | 635 | 2,26 | ||||
| 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 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2.057 | 0,00 | 300 | 4,90 | ||||
| 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 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.400 | 0,00 | 204 | 5,15 | ||||
| 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 | ||||
| 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 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 217.246 | 9,19 | 30.232 | 8,49 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 7.150 | 0,00 | 1.043 | 4,93 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1.516 | 0,00 | 221 | 5,24 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 13.520 | 0,30 | 1.973 | 5,23 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 16.932 | 0,80 | 2.356 | 0,17 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 28.178 | -0,06 | 4.112 | 4,82 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 648 | -2,26 | 95 | 2,17 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 13.989 | 0,19 | 2.042 | 5,04 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 9.139 | 2,47 | 1.334 | 7,41 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 4.093 | -0,80 | 597 | 4,01 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 25.118 | -4,41 | 3.666 | 0,25 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 9.139 | -3,20 | 1 | 0,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 765 | 17,69 | 112 | 23,33 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 4.333 | 977,86 | 607 | 1.003,64 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 3.687 | 0,00 | 538 | 6,53 | ||||
| 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 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 6.534 | 0,02 | 1 | |||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 2.797 | 389 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 39.922 | -0,73 | 5.826 | 4,11 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 4.512 | 628 | ||||||
| 2026-02-10 | 13F | Savant Capital, LLC | 80.533 | -4,93 | 11.207 | -5,53 | ||||
| 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 | ||||
| 2026-01-20 | 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 | ||||
| 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 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 14.762 | -0,17 | 2.054 | -0,77 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 255 | 35 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.820 | 4,14 | 412 | 9,31 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 8.675 | 0,00 | 1.207 | -0,58 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 203 | 0,00 | 28 | 0,00 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 1.600 | -7,25 | 223 | -7,88 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 7.740 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 7.880 | -3,03 | 1.097 | -3,69 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 13.187 | 16,70 | 1.835 | 15,99 | ||||
| 2026-02-17 | 13F | Creative Planning | 442.161 | -5,00 | 61.531 | -5,60 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 3.389 | -30,65 | 495 | -27,35 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 259.984 | 2,29 | 37.942 | 7,27 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 102 | 0,00 | 14 | 0,00 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 8.840 | -3,71 | 1.230 | -4,28 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 25.614 | 0,99 | 3.564 | 0,34 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 929 | 0,00 | 136 | 4,65 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 9.725 | 110,36 | 652 | 0,77 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 2.082 | -2,98 | 290 | -3,67 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3.132 | -0,13 | 457 | 4,82 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 24.865 | -0,83 | 3.629 | 3,98 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 10.055 | -0,21 | 1.467 | 4,64 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 34.213 | 116,98 | 4.761 | 115,63 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 3.367 | 0,00 | 469 | -0,64 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 22.523 | 15,94 | 3.134 | 15,22 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 52.768 | 89,70 | 7.343 | 88,52 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 15.241 | 0,01 | 2.224 | 4,91 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 48.856 | -5,10 | 6.799 | -5,70 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 3.843 | -5,46 | 535 | -6,15 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 158 | 0,00 | 22 | 0,00 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 9.514 | 0,70 | 1.388 | 5,63 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 2.012 | 0,60 | 294 | 0,00 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 9.900 | 0,00 | 1.378 | -0,65 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 63.587 | -11,36 | 9.280 | -7,04 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 1.717 | 0,00 | 251 | 5,04 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 4.238 | -6,30 | 590 | -6,95 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 2.182 | 304 | ||||||
| 2026-02-17 | 13F | Stony Point Wealth Management Inc. | 1.647 | 0,73 | 229 | 0,00 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 12 | -99,33 | 2 | -99,60 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 1.645 | -4,19 | 240 | 0,84 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 1.699 | -0,18 | 236 | -0,84 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 142 | 0,00 | 20 | 0,00 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 3 | 0,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 178 | 0,00 | 26 | 4,17 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 191.865 | -1,03 | 26.700 | -1,66 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 44.200 | 76,10 | 6.151 | 74,96 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 54.400 | 21,43 | 7.570 | 20,66 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 1.176.575 | 4.107,76 | 163.732 | 4.081,10 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 7.300 | 11,69 | 1.016 | 10,93 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 9.418 | -0,72 | 1.374 | 4,09 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.842 | -6,20 | 396 | -6,84 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 51.269 | 4,37 | 7.482 | -1,76 | ||||
| 2026-04-24 | 13F | United Community Bank | 1.250 | -10,27 | 182 | -5,70 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 25.413 | 3.709 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 457.112 | 7,10 | 63.612 | 6,92 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 175 | 0,00 | 25 | 4,35 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2.110 | 0,29 | 294 | -0,34 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 3.782 | 0,05 | 552 | 4,94 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 42.217 | -3,12 | 5.875 | -3,75 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management LLP | 250 | 0,00 | 35 | -2,86 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 4.460 | 0,00 | 651 | 4,84 | ||||
| 2026-04-22 | 13F | Quintet Private Bank (Europe) S.A. | 63 | 0,00 | 9 | 12,50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 15.154 | -18,72 | 2.109 | -19,26 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 4.657 | 0,19 | 680 | 4,46 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 35 | 0,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 2.256 | 0,00 | 314 | -0,63 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 1.753 | 0,23 | 256 | 4,94 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 1.451 | 0,00 | 202 | -0,99 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 3.223 | 12,85 | 449 | 12,28 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 267 | 0,38 | 37 | 0,00 | ||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 5.195 | 0,25 | 723 | -0,41 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.423 | 0,62 | 354 | 5,37 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 124.028 | -0,28 | 18.101 | 4,58 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 6.827 | 0,26 | 996 | 5,17 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.762 | -15,82 | 403 | -11,62 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2.780 | 406 | ||||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.603 | 0,00 | 223 | -0,45 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 4.060 | 592 | ||||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 14.155 | -9,00 | 1.970 | -9,60 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 24.298 | 1,18 | 3.381 | 0,54 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 21.371 | 4,23 | 2.974 | 3,59 | ||||
| 2026-02-13 | 13F | Apriem Advisors | 1.508 | 0,00 | 210 | -0,95 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 11.777 | 165,67 | 1.450 | 141,26 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 2.509 | 0,00 | 349 | -0,57 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 1.615 | -9,52 | 225 | -10,04 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 1.386 | 204 | ||||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 3.696 | 1,32 | 539 | 6,31 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 96.139 | 0,27 | 14.030 | 5,15 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1.885 | 0,16 | 275 | 5,36 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 5.467 | -14,63 | 761 | -15,18 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 98.201 | -3,58 | 13.666 | -4,19 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 4.011 | 0,05 | 558 | -0,53 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 10.015 | -1,26 | 1.462 | 3,54 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 2.399 | 0,00 | 334 | -0,60 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 198.530 | -7,10 | 27.628 | -7,68 | ||||
| 2026-01-07 | 13F | Holistic Financial Partners | 4.117 | -0,89 | 573 | -1,55 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 165 | 0,61 | 23 | 0,00 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 2.310 | 0,00 | 324 | 3,19 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 16.628 | 2.314 | ||||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 1.712 | -24,48 | 250 | -20,95 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 1.607 | 224 | ||||||
| 2026-04-17 | 13F | Kentucky Trust Co | 6.675 | -4,71 | 974 | 0,00 | ||||
| 2026-01-12 | 13F | Hillcrest Wealth Advisors - NY, LLC | 19.650 | -0,15 | 2.734 | -0,80 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 39.740 | -6,55 | 5.530 | -7,14 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 6.583 | -8,15 | 916 | -8,67 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 9.156 | 0,00 | 1.336 | 133.500,00 | ||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 5.817 | 0,00 | 809 | -0,61 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 68.966 | -32,62 | 10 | -35,71 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 1.949 | 0,26 | 271 | -0,37 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 30.162 | 1,22 | 4.197 | 0,58 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 1.570 | 0,00 | 218 | -0,46 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1.750 | -6,91 | 255 | -2,30 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 52.017 | -3,00 | 7.239 | -3,62 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mosaic Advisors LLC | 6.829 | 950 | ||||||
| 2026-02-12 | 13F | Hilton Capital Management, LLC | 4.750 | 0,00 | 661 | -0,60 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 10.823 | 3,15 | 1.506 | 2,52 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 685 | 0,00 | 100 | 4,21 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 3.550 | -2,69 | 521 | 1,76 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 5.059 | -21,04 | 1 | |||||
| 2026-02-17 | 13F | Amussen Hunsaker Associates Llc | 2.678 | 0,00 | 373 | -0,80 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 2.172 | 56,03 | 302 | 55,67 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 1.652 | -37,80 | 230 | -38,27 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 181 | 0,00 | 25 | 0,00 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 3.273 | -4,85 | 478 | -0,21 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 3.155 | 0,00 | 460 | 4,78 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 182.430 | -1,98 | 25.387 | -2,61 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 42.951 | 3,74 | 6.014 | 3,71 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 41.228 | 13,93 | 6.017 | 19,48 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 174 | 0,00 | 24 | 0,00 | ||||
| 2026-01-27 | 13F | Penobscot Investment Management Company, Inc. | 1.785 | -4,95 | 248 | -5,70 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 3.759 | 0,00 | 549 | 4,78 | ||||
| 2026-04-10 | 13F | Novem Group | 29.012 | 0,05 | 4.234 | 4,91 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 2.905 | -2,94 | 404 | -3,58 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 3.042 | 0,00 | 423 | -0,70 | ||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 5.428 | 0,00 | 755 | -1,56 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 3.014 | 424 | ||||||
| 2026-02-13 | 13F | Capula Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Principal Street Partners, LLC | 18.138 | 0,73 | 2.524 | 0,12 | ||||
| 2025-10-30 | 13F | WFA Asset Management Corp | 323 | 0,62 | 46 | 12,50 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 6.675 | 0,00 | 974 | 4,96 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 495 | 0,00 | 69 | -1,45 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 2.892 | 0,00 | 402 | -0,74 | ||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 353.863 | 3,36 | 49.244 | 2,70 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 7.800 | 1,18 | 1.138 | 6,16 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 2.570 | -13,18 | 358 | -13,77 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 120 | 17 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 11.969 | -2,91 | 1.666 | -3,53 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 3.100 | 40,91 | 452 | 47,71 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Eastern Bank | 382 | 0,00 | 56 | 3,77 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 241 | 0,00 | 35 | 6,06 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 4.179 | -3,42 | 611 | 1,33 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 4.434 | 0,05 | 647 | 5,03 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 7.541 | -0,40 | 1.101 | 4,46 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 2.310 | 0,00 | 321 | -0,62 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 258.318 | 5,18 | 35.948 | 4,51 | ||||
| 2026-02-02 | 13F | WJ Financial Advisors LLC | 2.094 | 291 | ||||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 2.378 | 0,08 | 331 | -0,60 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 2.681 | -11,52 | 391 | -7,13 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 3.771 | -1,28 | 550 | 3,58 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 2.425 | 0,00 | 354 | 4,75 | ||||
| 2026-01-29 | 13F | Comerica Bank | 114.551 | -2,04 | 15.941 | -2,66 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 30.836 | 6,14 | 4.500 | 11,33 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 327 | 0,00 | 46 | 0,00 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 12.111 | -1,94 | 1.767 | 2,85 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 1.475 | 0,00 | 205 | -0,49 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 475 | 0,00 | 66 | 0,00 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 2.536 | 353 | ||||||
| 2026-02-13 | 13F | Rodgers Brothers Inc. | 1.800 | 0,00 | 250 | -0,79 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 29.468 | -12,40 | 4.101 | -12,97 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 10.960 | -4,93 | 1.525 | -5,51 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 17.702 | -2,08 | 2.463 | -2,69 | ||||
| 2025-11-04 | 13F | Strengthening Families & Communities, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 4.288 | 0,09 | 626 | 4,87 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 2.284 | 4,63 | 318 | 3,93 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 49.056 | 8,19 | 6.827 | 7,50 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 1.537 | 0,00 | 214 | -0,93 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 2.442 | -10,06 | 356 | -5,57 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 6.090 | 0,00 | 889 | 4,84 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 3.030 | 9,82 | 442 | 15,40 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 69 | -96,16 | 10 | -96,41 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 1.679 | 0,54 | 234 | 0,00 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.079.523 | -0,58 | 150.226 | -1,21 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 6.033 | 0,00 | 840 | -0,59 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 4.196 | -37,12 | 1 | |||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 2.007 | -2,43 | 279 | -3,12 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 100 | 14 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 572.599 | -5,38 | 84 | -1,19 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 2.197 | 337 | ||||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 1.779 | -21,56 | 248 | -22,08 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 2.915 | 0,00 | 425 | 4,94 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 80.205 | 9,18 | 11.135 | 8,22 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 2.757 | 0,00 | 384 | -0,78 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 483.570 | -17,23 | 67.294 | -17,75 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 2.988 | 4,37 | 416 | 3,75 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 224 | 0,45 | 31 | 0,00 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 890 | 0,00 | 125 | 0,00 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 15.678 | -1,79 | 2.182 | -2,42 | ||||
| 2026-02-04 | 13F | Nwam Llc | 5.752 | -1,08 | 837 | 2,83 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 545 | 0,00 | 80 | 5,33 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 23.726 | 0,53 | 3.464 | 5,45 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 1.551 | 0,00 | 226 | 5,12 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 28.090 | -4,95 | 3.909 | -5,56 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 132.157 | 44,47 | 18.393 | 43,57 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 2.977 | 414 | ||||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 21.685 | -2,76 | 3.018 | -3,39 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 2.009 | 0,00 | 280 | -0,71 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 2.528 | 25,90 | 369 | 32,26 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 64.817 | 3,31 | 9.459 | 8,35 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 39.091 | -0,21 | 5.440 | -0,86 | ||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 4.115 | 0,00 | 573 | -0,69 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 7.150 | -3,01 | 995 | -3,68 | ||||
| 2026-01-27 | 13F | Revisor Wealth Management LLC | 2.740 | 0,00 | 403 | 5,79 | ||||
| 2025-10-27 | 13F | O'Dell Group, LLC | 69.426 | -1,93 | 9.723 | 1,20 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 14.038 | -0,38 | 2.049 | 4,44 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 26.419 | 9,45 | 3.873 | 15,51 | ||||
| 2026-03-27 | 13F | Fell Capital Management /adv | 24.027 | 3.344 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 6.724 | -5,97 | 981 | -1,41 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 93.790 | 29,51 | 13.052 | 28,68 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 10.830 | 0,74 | 1.507 | 0,13 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 14.703 | 37,41 | 2.046 | 36,58 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 837 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 9.567 | -0,97 | 1.331 | -1,63 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 16.256 | 0,06 | 2.262 | -0,57 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 134.020 | 6,61 | 18.650 | 5,94 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 6.986 | 20,12 | 1.020 | 25,96 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 7.261 | -5,36 | 1.010 | -5,96 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 37.505 | 4,90 | 5.219 | 4,23 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 8.859 | 0,00 | 1.293 | 4,87 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5.970 | -8,63 | 871 | -4,18 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 43.032 | -0,61 | 6.280 | 4,23 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 14.115 | 21,12 | 1.964 | 20,34 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 315 | 0,00 | 44 | -2,27 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 27.084 | 57,40 | 4 | 50,00 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 7.690 | 0,00 | 1.122 | 4,86 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 2.013 | -1,37 | 295 | 3,87 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 6.858 | 1.001 | ||||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 1.559 | 217 | ||||||
| 2026-04-16 | 13F | Financial Management Network Inc | 7.474 | -5,50 | 1.111 | 0,36 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 2.600 | 31,31 | 362 | 30,32 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 370 | 0,00 | 54 | 3,92 | ||||
| 2026-02-10 | 13F | Wrenne Financial Planning LLC | 1.480 | 0,00 | 206 | -0,97 | ||||
| 2026-04-20 | 13F | Emprise Bank | 3.474 | 0,00 | 507 | 4,76 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 598 | 10,33 | 83 | 10,67 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 58.330 | -0,62 | 8.117 | -1,25 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 3.211 | -35,88 | 447 | -36,38 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 3.955 | -5,65 | 550 | -6,30 | ||||
| 2026-04-21 | 13F | Creekside Partners | 3.126 | 0,32 | 456 | 5,31 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 1.612 | -2,01 | 224 | -2,61 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 12.619 | -0,65 | 1.756 | -1,24 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 5.093 | -2,11 | 709 | -2,75 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 20.882 | 2.906 | ||||||
| 2026-01-28 | 13F | Core Wealth Management, Inc. | 1.937 | -15,71 | 270 | -16,20 | ||||
| 2026-02-06 | 13F | GLOBALT Investments LLC / GA | 10.103 | -2,06 | 1.406 | -2,70 | ||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 14.343 | 293,93 | 1.996 | 291,94 | ||||
| 2026-02-05 | 13F | Arrow Financial Corp | 1.642 | 0,00 | 229 | -0,44 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 1.286 | 0,00 | 0 | |||||
| 2026-01-15 | 13F | Delta Capital Management Llc | 2.650 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank OZK | 11.502 | 0,00 | 1.601 | -0,62 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 3.257 | 0,22 | 453 | -0,44 | ||||
| 2025-11-06 | 13F | Gunma Bank,Ltd. | 65.300 | 0,00 | 9 | 12,50 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 3.705 | -3,89 | 541 | 0,75 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1.974 | -1,05 | 288 | 3,97 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 4.057 | -56,47 | 565 | -56,78 | ||||
| 2026-04-24 | 13F | Bayban | 158 | 0,00 | 23 | 9,52 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 6.623 | -4,65 | 922 | -5,25 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Nan Shan Life Insurance Co., Ltd. | 247.496 | 0,00 | 34.442 | -0,63 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 5.924 | -4,94 | 824 | -5,50 | ||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 15.527 | -0,65 | 2.161 | -1,28 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 2.139 | 0,00 | 312 | 5,05 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 250 | 0,00 | 36 | 5,88 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 5.646 | 3,94 | 786 | 3,29 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 2.753 | 16,70 | 402 | 14,57 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 15.499 | 0,25 | 2.157 | 0,28 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 1.838 | 3,96 | 268 | 8,94 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 1.300 | 181 | ||||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 6.156 | 21,28 | 1 | |||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 2.324 | 0,00 | 339 | 4,95 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 15.638 | 0,16 | 2.176 | -0,46 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 6.163 | 0,00 | 899 | 4,90 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 2.101 | 16,40 | 292 | 15,87 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 1.975 | 0,61 | 291 | 6,23 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 1.600 | 0,00 | 235 | 0,86 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 59 | 0,00 | 8 | 0,00 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 969 | 135 | ||||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 2.372 | -3,81 | 346 | 0,87 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 7.938 | 0,01 | 1.159 | 4,89 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 4.025 | 0,22 | 617 | 10,18 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 9.948 | -4,60 | 1.452 | 0,00 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 3.502 | -71,69 | 487 | -71,88 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 653 | 0,00 | 91 | -1,10 | ||||
| 2026-04-22 | 13F | Chemung Canal Trust Co | 2.184 | 0,00 | 319 | 4,95 | ||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 7.310 | -4,34 | 1.067 | 0,28 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 7.447 | 2,25 | 1.076 | 6,22 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 13.012 | 1.899 | ||||||
| 2026-04-13 | 13F | Bank & Trust Co | 50 | 0,00 | 7 | 16,67 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 16.485 | -0,87 | 2.294 | -1,50 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 2.129 | 0,05 | 296 | -0,67 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 57.620 | -4,76 | 8.409 | -0,11 | ||||
| 2026-01-23 | 13F | Cove Private Wealth, LLC | 7.818 | 0,00 | 1.088 | -0,64 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 757 | -30,23 | 105 | -30,46 | ||||
| 2026-01-27 | 13F | Busey Wealth Management | 1.501 | 0,00 | 209 | -0,95 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 2.375 | -18,10 | 347 | -14,14 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 2.042 | 0,10 | 298 | 5,30 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 1.407 | 205 | ||||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 5.860 | -0,93 | 1 | |||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 152.147 | 58,61 | 22.204 | 66,35 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 5.820 | 7,18 | 849 | 12,45 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 4.220 | -13,36 | 616 | -9,16 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 16.075 | -1,58 | 2.237 | -2,23 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 2.460 | 0,00 | 359 | 4,97 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 182 | 0,00 | 27 | 4,00 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 653.748 | -6,37 | 90.976 | -6,96 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 98.057 | 2,74 | 13.646 | 2,09 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 3.032 | 5,20 | 444 | 11,00 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 1.827 | 0,00 | 267 | 4,72 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 5.247 | 0,00 | 766 | 4,79 | ||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 10.236 | 0,10 | 1.424 | -0,56 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 8.400 | 1.169 | ||||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 15.028 | 0,21 | 2.193 | 5,13 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 4.654 | 0,00 | 648 | -0,61 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4.626 | 0,13 | 675 | 5,14 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Systematic Alpha Investments, LLC | 4.800 | 0,00 | 668 | -0,74 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 22.883 | 3 | ||||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 33.006 | 103,13 | 4.593 | 101,89 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 768 | 0,00 | 107 | -0,93 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 150 | 0,00 | 22 | 5,00 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 55.163 | 1.476,99 | 7.676 | 1.469,73 | ||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 2.496 | 0,00 | 364 | 4,90 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 3.159 | 81,76 | 461 | 91,29 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 1.581 | -80,75 | 220 | -80,85 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 9.862 | 120,68 | 1.462 | 132,64 | ||||
| 2026-02-10 | 13F | Houlihan Financial Resource Group, Ltd. | 39.373 | 120,06 | 5.641 | 125,19 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 108 | 260,00 | 16 | 650,00 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 4.014 | -5,86 | 586 | -1,35 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 24.761 | 0,73 | 3.446 | 0,09 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 3.156 | 0,00 | 461 | 4,78 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 1.593 | -17,89 | 222 | -18,45 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 6.850 | 0,37 | 1.000 | 5,27 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 110.265 | 21,74 | 16.092 | 27,67 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 182.040 | 0,05 | 26.567 | 4,92 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 5.406 | 0,00 | 789 | 4,79 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 650 | 25,00 | 90 | 25,00 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 677 | -19,60 | 99 | -16,24 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 25.216 | -0,47 | 3.532 | 2,71 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 193 | 28 | ||||||
| 2026-01-28 | 13F | Harbour Trust & Investment Management Co | 8.201 | -8,75 | 1.141 | -9,30 | ||||
| 2025-11-10 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 2.765 | -0,32 | 385 | -1,03 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.424.694 | 2,12 | 198.261 | 1,48 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 477.988 | 6,23 | 66.516 | 5,55 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3.656 | 17,14 | 545 | 25,35 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 4.995 | -3,38 | 729 | 1,25 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 16.140 | 329,26 | 2.246 | 327,00 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 3.638 | -0,33 | 506 | -0,98 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 20.512 | 7,94 | 2.874 | 8,00 | ||||
| 2026-01-29 | 13F | MWA Asset Management | 5.428 | 0,33 | 755 | -0,26 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 5.764 | 0,00 | 841 | 4,86 | ||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 250 | 0,00 | 35 | -2,86 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 1.825 | 266 | ||||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 3.251 | 0,00 | 452 | -0,66 | ||||
| 2026-02-13 | 13F | Liberty One Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 1.620 | 0,00 | 225 | -0,44 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 14.431 | 4,84 | 2 | 100,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.474 | 215 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 3.993 | 0,58 | 583 | 5,43 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 9.314 | 0,14 | 1.296 | -0,69 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 21.825 | -14,77 | 3.037 | -15,31 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 2.056 | 6,64 | 286 | 5,93 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 43.601 | 6.069 | ||||||
| 2026-01-22 | 13F | Cascade Investment Group, Inc. | 2.043 | 0,00 | 284 | -0,70 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 6.369 | 1,56 | 886 | 0,91 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 7.175 | -5,59 | 1.047 | -0,95 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 22 | 0,00 | 3 | 0,00 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 43.175 | -0,73 | 6.142 | 0,41 | ||||
| 2026-02-13 | 13F | Advisory Research Inc | 1.743 | 243 | ||||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 2.951 | 411 | ||||||
| 2026-02-17 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 86.864 | 45,72 | 12.088 | 44,79 | ||||
| 2025-10-28 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Hsbc Holdings Plc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | ASB Consultores, LLC | 2.042 | 0,00 | 299 | 4,91 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 58.746 | -2,11 | 8.175 | -2,72 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 8.999 | -6,04 | 1.320 | 0,30 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 113.505 | -0,76 | 16.565 | 4,07 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 54.042 | -1,67 | 7.887 | 3,11 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 2.659 | 0,08 | 370 | -0,54 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 100 | 0,00 | 14 | -7,14 | ||||
| 2026-02-13 | 13F | Altus Wealth Group LLC | 8.801 | -9,00 | 1.225 | -9,60 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 2.310 | 321 | ||||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 2.109 | -4,05 | 293 | -4,56 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 3.296 | 459 | ||||||
| 2026-04-20 | 13F | City State Bank | 358 | 0,00 | 52 | 6,12 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1.624 | 0,00 | 226 | -0,88 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 12.364 | 0,00 | 1.804 | 4,88 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 27.428 | 255,01 | 3.817 | 252,77 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 59.965 | -1,73 | 8.398 | 1,40 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 5.900 | 0,03 | 861 | 4,88 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 3.098 | -0,77 | 452 | 4,15 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 16.590 | -0,92 | 2.309 | -1,16 | ||||
| 2026-02-12 | 13F | Richwood Investment Advisors, LLC | 8.807 | -3,45 | 1.351 | 5,72 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.713.612 | -1,10 | 238.466 | -1,73 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1.822 | 0,00 | 266 | 4,74 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 1.908 | 278 | ||||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 61.654 | -1,82 | 8.960 | 1,88 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management Services Ltd | 200 | 28 | ||||||
| 2026-04-07 | 13F | Financially Speaking Inc | 3.082 | -4,91 | 450 | -0,22 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 14 | 0,00 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 10.842 | 0,00 | 1.582 | 4,91 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 244.654 | 24,20 | 34.046 | 23,42 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.091 | 0,00 | 159 | 5,30 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 8.491 | -15,44 | 1.189 | -12,70 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 32.031 | -2,83 | 4.457 | -3,44 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 1.493 | 0,00 | 218 | 4,33 | ||||
| 2025-11-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 7.551 | 67,32 | 1.051 | 66,14 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 6.938 | 4,17 | 965 | 3,54 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 5.169 | 40,58 | 719 | 39,88 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 3.252 | 0,00 | 475 | 4,87 | ||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 30.340 | -5,34 | 4.428 | -0,74 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 1.894 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Huntington National Bank | 23.552 | 0,82 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 7.264 | -1,64 | 1.060 | 3,21 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 1.681 | -32,00 | 245 | -28,78 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1.478 | 1,37 | 213 | 3,92 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 2.170 | 2,89 | 302 | 2,37 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 9.453 | 1,85 | 1.315 | 1,23 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 284.161 | 4,10 | 39.544 | 3,43 | ||||
| 2026-04-15 | 13F | City Holding Co | 1.881 | 37,10 | 275 | 44,21 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 73.932 | -2,32 | 10.288 | -2,93 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 3.080 | 0,62 | 449 | 5,40 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 3.600 | 0,59 | 525 | 5,42 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 3.248 | -0,46 | 474 | 4,41 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 10.277 | 347,21 | 1.500 | 369,91 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 275 | 38 | ||||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 82.327 | 0,00 | 11.457 | -0,63 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 8.430 | 0,43 | 1.173 | -0,17 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1.437 | -15,72 | 210 | -11,81 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 23.339 | -0,50 | 3.406 | 4,35 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 6.359 | 928 | ||||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 9.662 | 0,07 | 1.410 | 4,99 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4.387 | -1,90 | 640 | 2,89 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 6.579 | 0,00 | 916 | -0,65 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 26.198 | -1,31 | 3.823 | 3,49 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 51.361 | 2,58 | 7.496 | 7,58 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 77.151 | -0,83 | 10.736 | -1,46 | ||||
| 2026-01-26 | 13F | Lansing Street Advisors | 9.031 | -1,53 | 1.257 | -2,18 | ||||
| 2026-01-14 | 13F | Hourglass Capital, Llc | 9.605 | -2,93 | 1.337 | -3,54 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 7.290 | 0,00 | 1.064 | 4,83 | ||||
| 2026-02-17 | 13F | Consultiva Wealth Management, Corp. | 1.078 | 0,00 | 150 | 0,00 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 8.640 | 0,16 | 1.261 | 5,00 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 4.547 | 3,96 | 664 | 9,05 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 287 | 0,00 | 42 | 5,13 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 587 | 0,00 | 82 | -1,22 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 111.417 | -2,62 | 15.505 | -3,24 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 12.267 | 0,00 | 1.707 | -0,64 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 932.453 | -3,55 | 129.760 | 96.018,52 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 21.243 | 3,13 | 2.956 | 2,50 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 1.551 | 216 | ||||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 278.103 | -0,09 | 38.701 | -0,73 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 101 | 0,00 | 15 | 7,69 | ||||
| 2026-02-10 | 13F | Options Solutions, Llc | 1.470 | 0,00 | 205 | -0,49 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 110 | 0,00 | 16 | 6,67 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 7.788 | 0,62 | 1.084 | 0,00 | ||||
| 2026-01-28 | 13F | Tufton Capital Management | 11.365 | -7,56 | 2 | 0,00 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.168 | 42,82 | 302 | 59,26 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 2.689 | 0,41 | 392 | 5,38 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 5.063 | 0,00 | 739 | 4,83 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 495.043 | -1,50 | 72.247 | 3,30 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 1.933 | 0,00 | 282 | 5,22 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 7.449 | 3,69 | 1.037 | 2,98 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 3.058 | -13,59 | 426 | -14,14 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 8.935 | 1.243 | ||||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 2.936 | 0,00 | 409 | -0,97 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 228 | -0,44 | ||||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 4.562 | -0,87 | 635 | -1,55 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 1.620 | 3,12 | 225 | 2,27 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 38.504 | -1,09 | 5.358 | -1,71 | ||||
| 2026-02-05 | 13F | Chancellor Financial Group WB LP | 1.607 | 0,00 | 224 | -0,89 | ||||
| 2025-11-06 | 13F | Compagnie Lombard Odier SCmA | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Strata Wealth Advisors, LLC | 1.600 | -3,67 | 223 | -4,31 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 5.534 | 1,30 | 808 | 6,18 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 1.204 | 34,68 | 168 | 33,60 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 2.361 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 14.584 | -10,35 | 2.128 | -5,97 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 5.535 | -8,90 | 770 | -9,41 | ||||
| 2026-01-28 | 13F | Cambridge Capital Management, Llc | 5.118 | -24,07 | 712 | -24,50 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 3.668 | -1,71 | 535 | 3,08 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 35.325 | -1,14 | 4.973 | -1,03 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 8.777 | 0,09 | 1.281 | 4,92 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 5.738 | -9,12 | 837 | -4,67 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 5.078 | 0,00 | 707 | -0,70 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 2.358 | 0,00 | 344 | 4,88 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 113.533 | 2,52 | 15.799 | 1,87 | ||||
| 2026-02-02 | 13F | Payne Capital Management, LLC | 5.674 | -6,14 | 790 | -6,74 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 23.627 | -0,57 | 3.288 | -1,20 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 14.774 | 0,05 | 2.056 | -0,63 | ||||
| 2026-02-10 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 53.028 | 0,06 | 7.379 | -0,58 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 105 | 0,00 | 15 | 0,00 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 3.775 | 1,78 | 551 | 6,59 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 3.005 | 0,00 | 418 | -0,48 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 3.861 | 0,26 | 569 | 6,36 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 14.212 | 0,72 | 1.978 | 0,05 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 28.467 | -9,12 | 3.961 | -9,71 | ||||
| 2025-11-10 | 13F | Rollins Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 2.156 | 3,31 | 300 | 2,74 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 1.047 | 0,58 | 153 | 4,83 | ||||
| 2026-02-12 | 13F | Hardworking Capital Advisors, LLC | 11.062 | 1.539 | ||||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 12.760 | -6,68 | 1.862 | -2,10 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 4.975 | 0,00 | 692 | -0,57 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 22.079 | 0,82 | 3.073 | 0,16 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 1.600 | 0,00 | 223 | -0,89 | ||||
| 2026-01-30 | 13F | Aries Wealth Management | 50.770 | -1,28 | 7.065 | -1,90 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 150 | 22 | ||||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 233 | 0,87 | 32 | 0,00 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 103 | 0,98 | 15 | 7,14 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 1.898 | 0,00 | 264 | -0,38 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5.572 | -2,57 | 1 | |||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 2.617 | -2,57 | 382 | 2,14 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 3.743 | 0,00 | 521 | -0,76 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 22.447 | 0,00 | 3 | 0,00 | ||||
| 2026-02-09 | 13F | ICW Investment Advisors LLC | 1.475 | 0,75 | 205 | 0,00 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 3.344 | 0,00 | 488 | 4,95 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Arvest Investments, Inc. | 0 | 0 | ||||||
| 2026-02-03 | 13F | Cresta Advisors, Ltd. | 116 | 16 | ||||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 88.451 | -2,53 | 12.309 | -3,16 | ||||
| 2025-11-10 | 13F | China Universal Asset Management Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8.377 | 35,07 | 1.166 | 34,22 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 6.909 | -53,64 | 961 | -53,95 | ||||
| 2025-10-29 | 13F | Providence First Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 422.523 | 0,19 | 61.663 | 5,40 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 3.108 | -0,51 | 454 | 3,42 | ||||
| 2026-01-23 | 13F | Fortune Financial Advisors, LLC | 2.216 | 0,00 | 308 | -0,65 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 59.177 | 8.236 | ||||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 4.748 | -5,17 | 693 | -0,57 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 8.650 | 0,00 | 1.269 | 4,71 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3.786 | 0,32 | 552 | 4,15 | ||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 1.549 | 0,00 | 216 | -0,46 | ||||
| 2026-01-28 | 13F | Serenus Wealth Advisors, LLC | 3.319 | 0,09 | 462 | -0,65 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 68.710 | -0,91 | 10.028 | 3,92 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1.844 | 0,00 | 269 | 5,08 | ||||
| 2026-02-10 | 13F | Goldstein Advisors, LLC | 1.860 | 2,48 | 259 | 1,57 | ||||
| 2026-02-02 | 13F | GDS Wealth Management | 1.753 | 0,00 | 244 | -0,82 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 2.182 | 304 | ||||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 4.234 | -24,94 | 1 | |||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 403 | 0,75 | 56 | 0,00 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 506 | 0,00 | 74 | 4,29 | ||||
| 2026-02-03 | 13F | Sageworth Trust Co | 4.637 | 0,00 | 645 | -0,62 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 2.480 | 0,61 | 362 | 5,25 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 8.553 | -6,77 | 1.248 | -2,19 | ||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 15.509 | 0,00 | 2.158 | -0,64 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 3.230 | 0,00 | 471 | 4,90 | ||||
| 2026-02-06 | 13F | Intellus Advisors LLC | 4.953 | 0,00 | 689 | -0,58 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 40.235 | -0,28 | 5.927 | 2,33 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 791.750 | 2,51 | 110.180 | 1,86 | ||||
| 2025-12-03 | 13F | Ssa Swiss Advisors Ag | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 1.442 | 0,00 | 201 | -0,50 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 194 | -10,60 | 28 | -6,67 | ||||
| 2026-04-16 | 13F | Friday Financial | 1.902 | 0,00 | 278 | 4,92 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 6.149 | 0,03 | 897 | 4,91 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 1.851 | 270 | ||||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 3.671 | 32,53 | 511 | 31,78 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 103.701 | 11,95 | 14.431 | 11,25 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 2.123 | 0,00 | 310 | 4,75 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 291.534 | 0,66 | 44.503 | 9,71 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 5.204 | 3,60 | 724 | 2,99 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 771.497 | 0,38 | 107.484 | -0,15 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 337 | 0,00 | 49 | 6,52 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 2.065 | 0,00 | 301 | 4,88 | ||||
| 2026-02-05 | 13F | United Bank | 5.495 | -0,02 | 765 | -0,65 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 2.710 | 1,04 | 377 | 0,53 | ||||
| 2026-02-11 | 13F | Private Management Group Inc | 3.203 | 0,00 | 446 | -0,67 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 5.421 | 18,05 | 791 | 23,98 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 93.591 | -5,64 | 13.659 | -1,04 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 4.242 | -2,91 | 619 | 1,98 | ||||
| 2026-02-11 | 13F | Patron Partners Advisors, Llc | 3.945 | -14,07 | 549 | -14,64 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 8.502 | -1,19 | 1.183 | 1,28 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 1.228 | 0,49 | 171 | -0,58 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 4.027 | 0,10 | 560 | -0,53 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 21.345 | -9,38 | 2.970 | -9,95 | ||||
| 2026-02-13 | 13F | LM Advisors LLC | 289 | -85,55 | 2 | |||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 30.135 | 0,52 | 4.398 | 5,39 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 13.572 | -0,80 | 1.981 | 4,05 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 1.991 | 0,00 | 277 | -0,36 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 2.680 | 0,00 | 391 | 5,11 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 7.299 | -14,86 | 1.065 | -10,73 | ||||
| 2026-01-23 | 13F | Destiny Capital Corp/CO | 9.673 | 0,00 | 1.346 | -0,59 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 331.646 | -0,78 | 46.152 | -1,42 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 50.332 | 0,02 | 7.004 | -0,61 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 3.286 | -41,37 | 457 | -41,71 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 737.711 | -1,34 | 102.660 | -1,97 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 113 | -11,02 | 16 | -11,76 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 12.694 | -2,35 | 1.766 | -2,97 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 106 | 15 | ||||||
| 2026-02-17 | 13F | Blair William & Co/il | 77.205 | 4,22 | 10.744 | 3,56 | ||||
| 2025-11-04 | 13F | Atlas Private Wealth Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 1.500 | 0,00 | 209 | -0,95 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 3.469 | -4,41 | 483 | -5,12 |

