SDY - SPDR Series Trust - State Street SPDR S&P Dividend ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

SPDR Series Trust - State Street SPDR S&P Dividend ETF
US ˙ ARCA ˙ US78464A7634

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.

SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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

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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-12 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
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