Grundlæggende statistik
| Institutionelle ejere | 1209 total, 1206 long only, 0 short only, 3 long/short - change of 1,42% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5384 % - change of -7,97% MRQ |
| Institutionelle aktier (lange) | 228.915.443 (ex 13D/G) - change of -7,00MM shares -2,97% MRQ |
| Institutionel værdi (lang) | $ 18.448.405 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares 1-3 Year Treasury Bond ETF (US:SHY) har 1209 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 228,915,443 aktier. Største aktionærer omfatter Morgan Stanley, Captrust Financial Advisors, BlackRock, Inc., Bank Of America Corp /de/, Jpmorgan Chase & Co, LPL Financial LLC, Bank of New York Mellon Corp, Wells Fargo & Company/mn, UBS Group AG, and Ameriprise Financial Inc .
iShares Trust - iShares 1-3 Year Treasury Bond ETF (NasdaqGM:SHY) 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 82,57 / share. Previously, on April 28, 2025, the share price was 82,96 / share. This represents a decline of 0,47% 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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2026-01-21 | BlackRock Portfolio Management LLC | 16,287,896 | 13,613,516 | -16.42 | 4.80 | -18.64 | ||
| 2025-04-22 | BlackRock, Inc. | 16,807,544 | 0 | -100.00 | 0.00 | -100.00 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | UBS Group AG | Call | 375.000 | 150,00 | 31.058 | 149,57 | |||
| 2025-11-17 | 13F | Harvest Investment Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 4.920.809 | 0,54 | 407.541 | 0,37 | ||||
| 2025-11-06 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 305.370 | 11,46 | 25.291 | 11,27 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 9.175 | -21,46 | 760 | -21,67 | ||||
| 2026-02-19 | 13F | CBM Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 5.653 | 16,01 | 467 | 15,63 | ||||
| 2026-02-17 | 13F | Guardian Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 2.837 | 0,21 | 235 | 0,00 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 5 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 3.410 | 282 | ||||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 53.321 | 5,83 | 4.416 | 5,67 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 6.507 | -5,94 | 539 | -6,11 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 356 | 0,00 | 29 | 0,00 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 5.213.941 | 0,88 | 431.819 | 0,71 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 44.467 | 3.683 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2.884 | 2,09 | 238 | 1,71 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 2.844 | 0,00 | 236 | 0,00 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 9.218 | -5,79 | 761 | -6,05 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 21.984 | -54,23 | 1.821 | -54,24 | ||||
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 22.126 | 3,05 | 1.832 | 2,86 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 106.582 | -6,11 | 8.800 | -6,39 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 14.026 | 165,44 | 1.158 | 164,99 | ||||
| 2026-02-12 | 13F | Ruggiero Investments, Inc. | 16.226 | 1.344 | ||||||
| 2026-04-13 | 13F | Bank of New Hampshire | 538 | -11,95 | 44 | -12,00 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.234.459 | 418,73 | 33.296 | 68,65 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 2.200 | 182 | ||||||
| 2026-01-29 | 13F | UBS Group AG | Put | 375.000 | 150,00 | 31.058 | 149,57 | |||
| 2026-01-30 | 13F | Renasant Bank | 2.473 | -50,31 | 205 | -50,49 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 615 | 0,00 | 51 | -1,96 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 226 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 65 | 0,00 | 5 | 0,00 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 3.100 | -0,61 | 257 | -0,78 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 246.663 | -46,52 | 20.429 | -46,61 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 37.285 | 37,75 | 3.079 | 37,35 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 10.271 | 849 | ||||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 3.619 | -12,18 | 300 | -12,32 | ||||
| 2026-02-12 | 13F | Gould Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 3.665 | 4,27 | 304 | 4,12 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 27.798 | 4,80 | 2.303 | 4,73 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 14 | 0,00 | 1 | 0,00 | ||||
| 2026-01-21 | 13F | New Wave Wealth Advisors Llc | 10.523 | -12,02 | 872 | -12,20 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 41.597 | -2,37 | 3.445 | -2,52 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 323.277 | 26.693 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.290.103 | 18,77 | 106.846 | 18,56 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 6.639 | 0,00 | 548 | -0,18 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 10.221 | -22,69 | 847 | -22,81 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 34.300 | 285,39 | 2.844 | 286,41 | |||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Capital Counsel Llc/ny | 19.800 | 50,28 | 1.640 | 50,09 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 27.900 | 18,72 | 2.313 | 18,92 | |||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 2.567 | 213 | ||||||
| 2026-02-17 | 13F | Mustico Financial Group, Inc. | 4.286 | -30,88 | 355 | -29,70 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 16.090 | -0,07 | 1.333 | -0,22 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 10.056 | -30,92 | 833 | -31,07 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 130.705 | -0,01 | 10.825 | -0,18 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 3.407 | -3,40 | 0 | |||||
| 2026-01-20 | 13F | Nvwm, Llc | 21.690 | 3,72 | 1.796 | 3,58 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 11.082 | -46,37 | 918 | -46,50 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 24.548 | 0,65 | 2.033 | 0,79 | ||||
| 2025-11-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Principle Wealth Partners Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 10.603 | 878 | ||||||
| 2026-02-11 | 13F | Napier Financial, LLC | 83.643 | 6.927 | ||||||
| 2026-02-09 | 13F | Horizon Family Wealth, Inc. | 5.964 | 2,88 | 494 | 2,71 | ||||
| 2026-02-03 | 13F | Bokf, Na | 4.407 | 0,00 | 365 | -0,27 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 12.983 | 0,00 | 1.075 | 0,00 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 11.074 | 917 | ||||||
| 2026-03-12 | 13F | Vericrest Private Wealth | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Castleview Partners, Llc | 6.440 | -8,04 | 533 | -8,10 | ||||
| 2026-02-11 | 13F | Invst, LLC | 8.703 | -15,20 | 721 | -15,39 | ||||
| 2026-02-13 | 13F | Acorns Advisers, LLC | 200.932 | 4,72 | 17 | 6,67 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 8.539 | -5,94 | 707 | -6,11 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 89.216 | 18,37 | 7.401 | 18,51 | ||||
| 2025-11-06 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 3.862 | 0,39 | 319 | 0,00 | ||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 50.190 | 8,46 | 4.157 | 8,29 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 406.980 | -1,81 | 33.764 | -1,70 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 11.607 | 961 | ||||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 6.132 | 64,75 | 508 | 64,61 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 4.092 | 2,56 | 338 | 2,12 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 12.667 | 0,71 | 1.046 | 0,38 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 16.261 | 26,41 | 1.347 | 26,15 | ||||
| 2026-02-09 | 13F | Interactive Financial Advisors | 2.486 | -37,44 | 206 | -37,69 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 72.738 | 8,41 | 6.024 | 8,23 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 24.809 | 0,09 | 2.048 | -0,19 | ||||
| 2025-11-14 | 13F | Manchester Capital Management LLC | 3 | 0 | ||||||
| 2026-04-20 | 13F | MBA Advisors LLC | 124.132 | 10,49 | 10.250 | 10,16 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 157.949 | 56,01 | 13.081 | 55,76 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 2.236 | 17,44 | 185 | 17,83 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 294.513 | 8,50 | 24.398 | 8,34 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 1.335 | 232,92 | 111 | 233,33 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 644.941 | 53.414 | ||||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 908.470 | -2,33 | 75.240 | -2,49 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 18.013 | 1,17 | 1.487 | 0,61 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 395 | 0,00 | 33 | 0,00 | ||||
| 2026-01-30 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 4.719 | 391 | ||||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 244.153 | -6,90 | 20.160 | -7,19 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 3.012 | -2,74 | 249 | -2,73 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 3.239 | 0,00 | 268 | 0,00 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 234 | 19 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 72.418 | 6,11 | 5.998 | 5,92 | ||||
| 2026-01-26 | 13F | Childress Capital Advisors, Llc | 10.800 | 0,00 | 894 | -0,11 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 28.951 | 2.398 | ||||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 121.887 | -15,89 | 10.095 | -16,03 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 19.532 | 170,00 | 1.617 | 169,05 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 15.545 | 0,00 | 1.287 | -0,16 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.056.211 | 45,29 | 170.295 | 45,04 | ||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 15.212 | 5,84 | 1.256 | 5,55 | ||||
| 2026-01-26 | 13F | Invested Advisors | 9.591 | -31,81 | 794 | -31,14 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 12.889 | 11,22 | 1.067 | 11,03 | ||||
| 2026-02-03 | 13F/A | Broadwater Capital Management Llc | 0 | 0 | ||||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 309.201 | 25.531 | ||||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 9.106 | 12,09 | 754 | 11,87 | ||||
| 2026-02-17 | 13F | EFG International AG | 22.517 | 1.865 | ||||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Gouws Capital LLC | 3.000 | 20,00 | 248 | 19,81 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 76.128 | -2,15 | 6.286 | -2,45 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 79.151 | -3,74 | 6.532 | -4,15 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 566.873 | 13,05 | 46.948 | 12,86 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 33.339 | 35,89 | 2.753 | 35,50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 92.026 | 32,98 | 7.622 | 32,77 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 433.974 | 3,93 | 35.942 | 3,75 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 34.459 | -4,63 | 2.845 | -4,91 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 3 | -40,00 | 0 | |||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 2.868 | -44,16 | 238 | -44,37 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 362.866 | -12,53 | 30.053 | -12,67 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 48 | 4 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 24.434 | -1,10 | 2.024 | -1,27 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 13.268 | 27,70 | 1.101 | 27,91 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 251.317 | -2,11 | 20.814 | -2,27 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 5.702 | 0,14 | 472 | 0,00 | ||||
| 2026-01-06 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 2.433 | 0,00 | 202 | 0,00 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 69.573 | -2,58 | 5.762 | -2,73 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 26.248 | 0,39 | 2.174 | 0,18 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 13.797 | 7,19 | 1.143 | 7,12 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 100.955 | 23,20 | 8.336 | 22,83 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 877.639 | 2,23 | 72.467 | 1,92 | ||||
| 2026-02-13 | 13F | Timelo Investment Management Inc. | 27.100 | 0,00 | 2.244 | -0,18 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 3.350 | 18,37 | 277 | 18,38 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 4.085 | -43,92 | 0 | |||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 5.959 | 36,17 | 493 | 35,81 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 73.617 | -6,97 | 6.059 | -7,51 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 9.522 | 0,03 | 785 | -0,38 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 2.433 | 0,00 | 202 | 0,00 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 9.200 | 0,00 | 762 | -0,26 | ||||
| 2026-01-29 | 13F | Capital Investment Services of America, Inc. | 145.050 | 0,91 | 12.013 | 0,75 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 160 | 0,00 | 13 | 0,00 | ||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3.128 | 0,32 | 258 | 0,00 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 4.635 | 0,00 | 384 | -0,26 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 23.393 | 5,83 | 1.937 | 5,67 | ||||
| 2026-04-06 | 13F | CX Institutional | 408.854 | 1,66 | 34 | 0,00 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 20.468 | -7,46 | 1.695 | -7,58 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 852 | -2,18 | 71 | -2,78 | ||||
| 2026-02-05 | 13F | Barr E S & Co | 5.775 | -4,15 | 478 | -4,21 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 16.039 | -16,81 | 1.328 | -16,95 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 4.123 | 0,00 | 341 | -0,29 | ||||
| 2026-02-06 | 13F | Mizuho Markets Americas Llc | 1.708.955 | -65,82 | 141.536 | -65,88 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 183.076 | -1,06 | 15.162 | -1,22 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 87.438 | 53,56 | 7.242 | 53,31 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 13.902 | -20,98 | 1.151 | -21,11 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 9.022 | -6,25 | 748 | -6,15 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 3.549 | -24,52 | 293 | |||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 6.223 | 0,00 | 514 | -0,39 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 3.493.086 | -11,75 | 289.297 | -11,90 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 337 | 0,60 | 28 | 0,00 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 13.463 | 10,92 | 1.115 | 10,83 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 9.988 | 827 | ||||||
| 2026-02-11 | 13F | MCF Advisors LLC | 300 | 25 | ||||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 22.088 | 0,27 | 1.829 | 0,44 | ||||
| 2026-01-30 | 13F | Activest Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Brickley Wealth Management | 5.507 | 5,74 | 456 | 5,56 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-30 | 13F | AMG National Trust Bank | 11.953 | 188,02 | 990 | 187,50 | ||||
| 2026-02-03 | 13F | Liberty Atlantic Advisors LLC | 28.391 | 2.351 | ||||||
| 2026-02-09 | 13F | King Wealth | 18.338 | -1,70 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 107.257 | 0,63 | 8.883 | 0,46 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 66 | 0,00 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 416 | 0,00 | 0 | |||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 13.451 | 10,84 | 1.114 | 10,74 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 9.881 | 0,00 | 816 | -0,37 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 24.245 | 3,18 | 2.008 | 2,98 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 4.136 | 15,14 | 342 | 14,81 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 122.478 | -2,80 | 10.113 | -3,10 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 27.132 | -6,80 | 2.240 | -7,05 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 75.529 | 8,17 | 6.236 | 7,85 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 129 | 11 | ||||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 27.132 | 2.240 | ||||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 2.525 | 0,00 | 209 | 0,00 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Seelaus Asset Management LLC | 2.529 | 0,00 | 209 | 0,00 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 16.184 | -7,07 | 1.340 | -7,20 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 8.662 | 717 | ||||||
| 2026-02-12 | 13F | Keel Point, LLC | 38.398 | 0,37 | 3.180 | 0,22 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 2.470 | 205 | ||||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 3.557 | -6,57 | 295 | -6,67 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 86 | -32,28 | 7 | -30,00 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 30.618 | 2.536 | ||||||
| 2025-11-14 | 13F | KADENSA CAPITAL Ltd | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 4.995 | -16,09 | 414 | -16,23 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 7.374 | -2,79 | 611 | -3,02 | ||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 599.549 | -3,05 | 49.655 | -3,22 | ||||
| 2026-02-10 | 13F | Ted Buchan & Co | 147.087 | 3,76 | 12.182 | 3,58 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 131.891 | 43,70 | 10.923 | 43,46 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 20.417 | -10,66 | 1.691 | -10,72 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 5.313 | -47,26 | 439 | -47,48 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 5.915 | -4,84 | 490 | -5,05 | ||||
| 2025-11-10 | 13F | Personal Cfo Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 3.564 | -3,88 | 294 | -4,23 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 1 | -66,67 | 0 | |||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 335.766 | -3,36 | 27.808 | -3,52 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 12.197.642 | 3,90 | 1.010.209 | 3,72 | ||||
| 2025-11-12 | 13F | United Advisor Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Sierra Capital LLC | 8.285 | 0,00 | 1 | |||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 5.625 | 0,00 | 466 | -0,21 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 3.895 | 9,26 | 322 | 8,81 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 38.603 | -25,45 | 3.187 | -25,68 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 2.427 | 200 | ||||||
| 2026-02-12 | 13F | Oak Associates Ltd /oh/ | 9.608 | 81,35 | 796 | |||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 4 | 0,00 | 0 | |||||
| 2025-11-06 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 212 | 0,00 | 18 | 0,00 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 10.579 | 0,58 | 876 | 0,46 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 3.527 | 3,52 | 292 | 3,55 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 5.121 | -0,19 | 424 | -0,24 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.319.536 | 4,21 | 109.285 | 4,03 | ||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 9.401 | -4,29 | 779 | -4,42 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 20 | -83,05 | 2 | -88,89 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 29.133 | -1,03 | 2.413 | -1,23 | ||||
| 2026-01-28 | 13F | Juno Financial Group LLC | 4.278 | 354 | ||||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 14.728 | -12,13 | 1.220 | -12,30 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 13.246 | 0,00 | 1.094 | -0,36 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 6.220 | -1,19 | 514 | -1,54 | ||||
| 2026-04-13 | 13F | Trust Co | 5.856 | 0,27 | 484 | 0,00 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 57.430 | 2,62 | 4.742 | 2,35 | ||||
| 2026-04-22 | 13F | 1492 Capital Management LLC | 3.063 | 21,55 | 253 | 21,15 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 402.186 | -4,70 | 33.309 | -4,86 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 235.790 | -3,53 | 20 | -5,00 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 12 | 1 | ||||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 3.782 | 313 | ||||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 28.982 | 7,62 | 2.400 | 7,43 | ||||
| 2026-04-08 | 13F | Sunburst Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 28.561 | -0,03 | 2.358 | -0,34 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 193.401 | 59,61 | 16.017 | 59,34 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 161 | 13 | ||||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 25.421 | 21,04 | 2.105 | 20,84 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 4.733 | -21,00 | 392 | -21,13 | ||||
| 2026-02-13 | 13F | Markin Asset Management, LP | 16.787 | 1.390 | ||||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 17.267 | 1.430 | ||||||
| 2026-02-12 | 13F | GreatBanc Trust CO | 5.725 | -4,98 | 474 | -5,01 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 3.010 | 0,00 | 249 | -0,40 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 26.215 | 4,98 | 2.165 | 4,64 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 7.999 | -11,51 | 662 | -11,62 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 3.000 | 0,00 | 248 | 0,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 128.988 | 10.651 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 11.801 | 974 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 10.671 | 17,43 | 881 | 17,15 | ||||
| 2025-10-31 | 13F | OneAscent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 36 | 0,00 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 78.918 | 0,76 | 6.516 | 0,46 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 4.835 | 12,70 | 399 | 12,39 | ||||
| 2025-10-29 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 24.988 | 2.070 | ||||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 2.653 | -2,21 | 219 | -2,23 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 11.011 | 315,51 | 909 | 315,07 | ||||
| 2026-04-21 | 13F | Biltmore Wealth Management, LLC | 6.466 | -5,00 | 534 | -5,33 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 100 | 0,00 | 8 | 0,00 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 70.666 | 0,49 | 5.853 | 0,33 | ||||
| 2025-10-31 | 13F | Frazier Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 1.455 | -46,17 | 121 | -46,43 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 96.237 | 679,12 | 7.970 | 678,32 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 36.128 | 1,96 | 2.992 | 1,80 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 35.584 | 4,78 | 2.947 | 4,61 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 4.643 | 385 | ||||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 17.860 | -1,58 | 1.479 | -1,73 | ||||
| 2026-01-29 | 13F | Inscription Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 3.076 | -5,27 | 255 | -5,20 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 20.403 | -91,81 | 1.685 | -91,84 | ||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 7.360 | 5,47 | 610 | 5,36 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5.140 | 59,43 | 424 | 58,80 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | TPG Advisors LLC | 3.607 | 0,00 | 298 | -0,34 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 36.523 | 0,13 | 3.016 | -0,17 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 2.657.363 | 1,54 | 220.083 | 1,37 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 5.888 | 88,48 | 488 | 88,03 | ||||
| 2026-01-12 | 13F | Robinson Value Management, Ltd. | 17.475 | 0,65 | 1.447 | 0,49 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 4.635 | -26,70 | 0 | |||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 14.523 | 1.203 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 17.057 | 10,13 | 1.413 | 9,97 | ||||
| 2026-01-28 | 13F | Davis-rea Ltd. | 20.415 | -23,91 | 1.691 | -24,04 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 123 | 0,00 | 10 | 0,00 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Criteria Caixa, S.a.u. | 2.000.000 | 0,00 | 11.834 | 1,28 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 251.489 | -52,63 | 20.828 | -52,71 | ||||
| 2026-02-10 | 13F | Kesler, Norman & Wride, LLC | 3.520 | 292 | ||||||
| 2026-02-10 | 13F | Rational Advisors Llc | 688 | 700,00 | 57 | 700,00 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 7.200 | -0,41 | 595 | -0,67 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 82.625 | 29,13 | 6.844 | 28,94 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 4.327 | -8,85 | 359 | -9,14 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 16.857 | -2,62 | 1.392 | -2,93 | ||||
| 2025-11-14 | 13F | Cutler Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 1.100 | 0,00 | 91 | 0,00 | ||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 4.528 | 0,00 | 374 | -0,53 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 44.753 | 5,39 | 3.695 | 5,06 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 4.994 | -0,97 | 412 | -1,20 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 7.138 | -62,44 | 591 | -62,50 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 81.759 | 8,21 | 6.751 | 7,88 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 826.010 | -12,52 | 68.426 | -12,67 | ||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 27.174 | -3,12 | 2.251 | -3,27 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 106.376 | 15,97 | 8.810 | 15,78 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 20.598 | -7,34 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 9.921 | 0,07 | 819 | -0,24 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 563 | 1.343,59 | 46 | 1.433,33 | ||||
| 2026-02-05 | 13F | WJ Wealth Management, LLC | 10.990 | -5,55 | 910 | -5,70 | ||||
| 2026-02-12 | 13F | Eley Financial Management, Inc | 97.708 | 2,44 | 8.092 | 2,28 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 14.205 | 0,89 | 1.173 | 0,51 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 115.563 | -5,66 | 9.571 | -5,82 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11.857 | -47,90 | 979 | -48,09 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 6.232 | 56,58 | 515 | 56,53 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 2.299 | 0,00 | 190 | 0,00 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 22.174 | 63,51 | 1.831 | 62,96 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 3.737 | -2,07 | 309 | -2,53 | ||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 11.689 | 0,00 | 968 | -0,10 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 22.708 | -9,40 | 1.875 | -9,64 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 784 | 65 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 9.862 | -0,74 | 812 | -1,34 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 8.365 | -50,05 | 691 | -50,29 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 25.447 | -8,21 | 2.095 | -8,76 | ||||
| 2026-01-30 | 13F | Durante & Waters, Llc | 91.333 | 4,35 | 7.564 | 4,19 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 8.059 | 4,55 | 665 | 4,23 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 184.462 | -18,99 | 15.277 | -19,13 | ||||
| 2025-10-31 | 13F | CFS Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bulltick Wealth Management, LLC | 80.485 | 42,97 | 6.666 | 42,72 | ||||
| 2026-02-09 | 13F | Wellington Shields Capital Management, LLC | 4.775 | 0,00 | 395 | -0,25 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 82 | 1,23 | 7 | 0,00 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 892.689 | 21,14 | 73.932 | 20,94 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 55.841 | -54,37 | 4.625 | -54,46 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 149.814 | -11,38 | 12.370 | -11,65 | ||||
| 2026-02-04 | 13F | St. James Investment Company, LLC | 15.715 | 1,95 | 1.302 | 1,80 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 3.307 | 274 | ||||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 110 | 0,00 | 9 | 0,00 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 89.406 | 2,34 | 7.382 | 2,03 | ||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 54 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Graybill Bartz & Assoc Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 491 | 0,00 | 41 | 0,00 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 42.645 | -9,60 | 3.532 | -9,76 | ||||
| 2026-01-20 | 13F | Cypress Advisory Group LLC | 9.150 | -60,86 | 758 | -60,96 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 15.260 | -6,11 | 1.264 | -6,31 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 15.797 | 1,61 | 1.304 | 1,32 | ||||
| 2026-02-04 | 13F | Nwam Llc | 38.017 | -0,30 | 3.150 | -0,57 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 23.376 | -12,54 | 1.930 | -12,79 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 1.469 | 620,10 | 122 | 656,25 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 127.556 | 8,50 | 10.532 | 8,18 | ||||
| 2026-02-17 | 13F | Irenic Capital Management LP | 30.000 | 0,00 | 2.485 | -0,16 | ||||
| 2026-02-25 | 13F | Mariner Investment Group Llc | 2.636 | 218 | ||||||
| 2026-04-14 | 13F | Well Done, LLC | 88.181 | 42,94 | 7.281 | 42,51 | ||||
| 2026-01-21 | 13F | Ergawealth Advisors, Inc. | 2.611 | 0,00 | 216 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 88.153 | 22,73 | 7.279 | 22,36 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 32.748 | 0,10 | 2.704 | -0,18 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 337 | 0,30 | 28 | 0,00 | ||||
| 2026-02-17 | 13F | Insight Wealth Partners, LLC | 3.506 | -8,20 | 290 | -8,23 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2.934 | 242 | ||||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 50.818 | 4.216 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 415.585 | 30,30 | 34.211 | 29,51 | ||||
| 2025-11-19 | 13F | Center For Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 188.743 | 14,34 | 15.632 | 14,14 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 10.310 | 24,32 | 851 | 24,05 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 5.093 | -3,56 | 421 | -3,89 | ||||
| 2026-02-12 | 13F | Umpqua Bank | 3.226 | 0,00 | 267 | 0,00 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 23.634 | -7,41 | 1.957 | -7,47 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 12.791 | -6,95 | 1.056 | -7,21 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 4.088 | 339 | ||||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 316 | -53,32 | 26 | -53,57 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 17.813 | 1.475 | ||||||
| 2026-02-14 | 13F | American Trust | 5.030 | -10,89 | 417 | -11,11 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 16.683 | 1,11 | 1.378 | 0,81 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8.276 | -2,27 | 683 | -2,57 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 2.479 | 0,00 | 205 | 0,00 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 20.461 | 0,25 | 1.695 | 0,06 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 112.010 | 10,82 | 9.277 | 10,64 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 288.041 | -16,57 | 23.856 | 85.096,43 | ||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 5.604 | -13,05 | 464 | -13,11 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 12.975 | 16,41 | 1.071 | 16,03 | ||||
| 2026-02-17 | 13F | Persistent Asset Partners Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 34.168 | -6,11 | 2.821 | -6,40 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 76.900 | 317,93 | 6.369 | 317,30 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 7.900 | -59,90 | 654 | -59,98 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | 126.168 | -45,28 | 10.449 | -45,37 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 1.744 | -1,64 | 144 | -1,37 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 12.646 | 0,29 | 1.047 | 0,10 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 16.584 | 10,72 | 1.373 | 10,55 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 448.935 | 24,19 | 37.069 | 23,81 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 116.794 | 6,05 | 9.673 | 5,87 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 21.008 | -17,05 | 1.740 | -17,19 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 90 | 7 | ||||||
| 2026-02-17 | 13F | Creative Planning | 155.847 | 2,15 | 12.907 | 1,98 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 7.657 | 21,87 | 632 | 21,54 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 37.383 | 7,87 | 3.087 | 7,53 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 11 | 0,00 | 1 | |||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 13.848 | 398,67 | 1.147 | 398,26 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 4.820 | -35,02 | 399 | -35,12 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 3.081 | 255 | ||||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 90.974 | 53,88 | 7.534 | 53,63 | ||||
| 2026-02-17 | 13F | Wealthedge Investment Advisors, Llc | 35.570 | 1,03 | 2.946 | 0,86 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 15.028 | -32,03 | 1.241 | -32,28 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 191.116 | 20,84 | 15.828 | 20,64 | ||||
| 2025-11-06 | 13F | Navellier & Associates Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 26.625 | 26,79 | 2.205 | 26,58 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 2.744 | 25,07 | 227 | 24,73 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 71.831 | -29,85 | 5.949 | -29,95 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 8.040 | 0,56 | 664 | 0,15 | ||||
| 2026-02-05 | 13F | Mount Lucas Management LP | 24.034 | -27,41 | 1.990 | -27,53 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 11.534 | -6,89 | 955 | -7,01 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 5.879 | -84,03 | 0 | -100,00 | ||||
| 2025-11-10 | 13F | Advyzon Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 21.716 | 13,40 | 1.799 | 13,22 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 120 | -40,59 | 10 | -43,75 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 113.796 | 9.396 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 3.830 | -0,70 | 316 | -0,94 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 171.450 | 14.157 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 6.427 | -74,54 | 532 | -74,59 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 30.879 | 85,65 | 2.557 | 85,42 | ||||
| 2026-04-14 | 13F | Corecam Pte. Ltd. | 46.269 | 0,00 | 3.820 | -0,29 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 7.622 | -73,68 | 631 | -73,41 | ||||
| 2025-11-14 | 13F | PineBridge Investments, L.P. | 3.557.000 | 5,64 | 295.089 | 5,77 | ||||
| 2026-04-22 | 13F | AGH Wealth Advisors, LLC | 3.655 | -82,42 | 302 | -82,52 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 35.216 | -1,89 | 2.917 | -2,05 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 3.864 | -29,50 | 319 | -29,58 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 131.645 | -0,28 | 10.903 | -0,46 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 2.314 | 0,00 | 192 | 0,00 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 12.721 | -23,28 | 1.054 | -23,42 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 3.629 | -3,56 | 301 | -3,85 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 95 | 0,00 | 8 | 0,00 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 4.195 | 0,00 | 347 | -0,29 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 5.767 | -80,53 | 476 | -80,60 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 347 | 29 | ||||||
| 2025-11-14 | 13F | Permanens Capital L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 150.877 | 48,30 | 12 | 50,00 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 3.544 | 23,18 | 293 | 22,69 | ||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 118.615 | -31,60 | 9.824 | -31,72 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 37.025 | -84,62 | 3.066 | -84,65 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 673 | 0,00 | 56 | 0,00 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 12.622 | -14,21 | 1.045 | -14,34 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 69 | 0,00 | 6 | 0,00 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 8.894 | 18,46 | 737 | 18,33 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 111 | 15 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 5.415 | -2,56 | 447 | -2,83 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 54.821 | 0,00 | 4.542 | -0,09 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 12.615 | 382,41 | 1.042 | 381,94 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 62.222 | -3,34 | 5.153 | -3,50 | ||||
| 2026-02-05 | 13F | Leuthold Group, Llc | 154.959 | -3,39 | 12.834 | -3,55 | ||||
| 2026-02-12 | 13F | New South Capital Management Inc | 9.125 | 0,00 | 756 | -0,26 | ||||
| 2026-04-24 | 13F | Balentine LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 5.419 | -1,78 | 449 | -1,97 | ||||
| 2026-02-03 | 13F | K.J. Harrison & Partners Inc | 23.309 | 0,47 | 1.930 | 0,47 | ||||
| 2025-11-12 | 13F | Clare Market Investments LLC | 11.000 | 913 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 782.135 | 5,01 | 64.581 | 4,69 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 4.568 | -31,87 | 377 | -32,07 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 13.510 | -10,48 | 1.116 | -10,73 | ||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 3.374 | 48,83 | 279 | 48,40 | ||||
| 2026-02-04 | 13F | Oxbow Advisors, LLC | 43.739 | 538,53 | 3.622 | 537,68 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 9.130 | 25,41 | 756 | 25,37 | ||||
| 2026-04-20 | 13F | Dock Street Asset Management Inc | 24.543 | -48,25 | 2.027 | -48,41 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 193.916 | 3,21 | 16.060 | 3,04 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 38.797 | 8,64 | 3.213 | 8,47 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 24.720 | 14,88 | 2.047 | 14,68 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 800 | 561,16 | 66 | 560,00 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 6.070 | -38,07 | 503 | -38,25 | ||||
| 2026-01-22 | 13F | Compass Planning Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 19.630 | 2,02 | 1.626 | 1,82 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 7.815 | 645 | ||||||
| 2025-11-14 | 13F | Valley Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 60.722 | -6,14 | 5.029 | -6,28 | ||||
| 2025-10-27 | 13F | Grimes & Company, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Invesco Ltd. | 19.620 | -2,19 | 1.625 | -2,40 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 30.208 | -0,88 | 2.502 | -1,07 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 12.485 | -0,12 | 1.034 | -0,29 | ||||
| 2025-10-31 | 13F | Northern Oak Wealth Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 31.980 | 4,15 | 2.649 | 3,97 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 34.663 | -9,56 | 2.871 | -9,72 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 28.207 | -1,49 | 2.329 | -1,77 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 115.955 | 373,40 | 9.574 | 372,09 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 8.475 | 4,55 | 702 | 4,32 | ||||
| 2026-01-27 | 13F | DSG Capital Advisors, LLC | 39.070 | -43,58 | 3.235 | -43,69 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 39.361 | -1,68 | 3.260 | -1,87 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 7.730 | 0,00 | 640 | -0,16 | ||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 15.427 | 1,81 | 1.278 | 1,59 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 8.978 | -2,15 | 741 | -2,37 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 4.802 | 13,58 | 398 | 13,11 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 13.465 | 0,12 | 1.112 | -0,18 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 19.122 | -4,79 | 1.584 | -4,98 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 154.991 | 19,19 | 12.798 | 18,82 | ||||
| 2026-02-12 | 13F | Brightwater Advisory LLC | 15.990 | 0,30 | 1.324 | 0,15 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Fairfield, Bush & Co. | 3.800 | 0,00 | 315 | -0,32 | ||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 62.227 | -9,86 | 5.154 | -10,01 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 546 | 0,00 | 45 | 0,00 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 41.045 | 3,91 | 3.389 | 3,61 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 10.207 | -14,18 | 843 | -14,52 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 95.642 | -19,07 | 7.897 | -19,31 | ||||
| 2026-02-13 | 13F | Vernal Point Advisors, LLC | 31.705 | 0,00 | 2.626 | -0,19 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 7.775 | 3,10 | 642 | 2,72 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 8.213 | 15,19 | 1 | |||||
| 2026-02-17 | 13F | D L Carlson Investment Group Inc | 2.477 | 1,14 | 205 | 0,99 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 49.273 | 25,50 | 4.068 | 25,13 | ||||
| 2026-01-05 | 13F | Catherine Avery Investment Management LLC | 8 | 0,00 | 1 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 36.452 | -57,18 | 3.019 | -57,19 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 62.784 | -7,48 | 5.184 | -7,76 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 3.010 | 249 | ||||||
| 2026-02-13 | 13F | Garrison Point Advisors, Llc | 8.560 | 1,97 | 709 | 1,72 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 223 | 18 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 8.621 | 27,95 | 712 | 27,42 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 6.145 | 0,00 | 509 | -0,20 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 7.526 | 2.208,59 | 623 | 2.207,41 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 4.001 | 29,02 | 331 | 28,79 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 153.827 | 21,00 | 12.740 | 20,79 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 34.011 | 2,28 | 2.817 | 2,10 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 267 | 22 | ||||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 38.057 | 1,49 | 3.142 | 1,19 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 16.893 | 45,47 | 1 | |||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 11.360 | 16,52 | 1 | |||||
| 2026-02-11 | 13F | Prudential Plc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 9.003 | -0,94 | 747 | -0,93 | ||||
| 2026-01-23 | 13F | Bingham Private Wealth, Llc | 6.386 | 0,90 | 529 | 0,76 | ||||
| 2026-01-23 | 13F | Cambiar Investors Llc | 49.242 | 101,56 | 4.078 | 101,28 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 11.369 | 0,00 | 939 | -0,32 | ||||
| 2025-10-31 | 13F | Estate Counselors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 79.939 | 2,55 | 6.601 | 2,23 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 11.257 | -3,98 | 932 | -4,12 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 46.604 | 5,92 | 3.860 | 5,73 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 25.209 | 274,91 | 2.088 | 274,69 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 1.019 | 84 | ||||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 9.914 | 0,00 | 821 | -0,12 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 3.138 | 0,00 | 260 | 0,00 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 532 | 294,07 | 44 | 300,00 | ||||
| 2025-11-06 | 13F | Good Steward Wealth Advisors,LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 6.874 | 75,40 | 567 | 75,00 | ||||
| 2025-11-07 | 13F | TT Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 272.608 | -1,68 | 22.577 | -1,85 | ||||
| 2026-01-28 | 13F | Oversea-Chinese Banking CORP Ltd | 16.207 | -10,89 | 1.342 | -11,01 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 27.925 | -3,06 | 2.306 | -3,35 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 176.886 | 183,52 | 14.605 | 182,66 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 8.573 | -6,63 | 710 | -6,70 | ||||
| 2026-01-20 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 11.221 | 25,14 | 929 | 25,37 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 11.076 | 98,32 | 917 | 98,06 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1.249 | 0,00 | 103 | 0,00 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 41.996 | -15,50 | 3.468 | -15,75 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 40.929 | 3,35 | 3.390 | 3,17 | ||||
| 2026-02-17 | 13F | Dimension Capital Management Llc | 6.394 | 39,52 | 530 | 39,21 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 146.396 | 64,95 | 12 | 71,43 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 4.316 | 1,36 | 357 | 1,13 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 10.931 | 3,88 | 903 | 3,56 | ||||
| 2025-11-14 | 13F | City National Bank Of Florida /msd | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Arbor Trust Wealth Advisors, Llc | 3.586 | 0,00 | 297 | -0,34 | ||||
| 2026-04-14 | 13F | Lawood & Co | 2.470 | 0,00 | 204 | -0,49 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 30.593 | 19,09 | 2.534 | 18,86 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 11.071 | -0,46 | 914 | -0,76 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 638 | 41,78 | 53 | 40,54 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 779.757 | -5,42 | 64.580 | -5,58 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 13.255 | 12,02 | 1.098 | 11,82 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 3.164 | -98,41 | 262 | -98,42 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 1.125 | 0,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 8.978 | -5,51 | 744 | -5,71 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 13.412 | 290,91 | 1.107 | |||||
| 2026-01-21 | 13F | Alliance Wealth Management Group | 8.457 | 8,21 | 700 | 8,02 | ||||
| 2026-02-05 | 13F | Spectrum Strategic Capital Management, LLC | 107.339 | 8.890 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 54.202 | -17,26 | 4.475 | -17,51 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 2.731 | 0,00 | 227 | 0,00 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 37.948 | -1,52 | 3.133 | -1,82 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 110.255 | -17,74 | 9.131 | -17,88 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 1.909 | 0,00 | 158 | 0,00 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 145.789 | -8,14 | 12.074 | -8,30 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 318.143 | 134,61 | 26.269 | 133,92 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 52 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 8.193 | 27,42 | 679 | 27,20 | ||||
| 2026-02-12 | 13F | MetLife Investment Management, LLC | 3.914 | 0,00 | 324 | 0,00 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 2.935 | -1,74 | 242 | -2,02 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 22.029 | 15,70 | 1.824 | 15,52 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 500 | -80,48 | 41 | -80,66 | ||||
| 2026-01-22 | 13F | Northcape Wealth Management, Llc | 4.988 | 0,26 | 413 | 0,24 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 10.916 | 904 | ||||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 4.273 | 26,68 | 354 | 26,52 | ||||
| 2026-01-08 | 13F | Traveka Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Addison Capital Co | 7.170 | -18,05 | 594 | -18,21 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 8.194 | 0,00 | 679 | -0,15 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 10.271 | 0,39 | 851 | 0,24 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 4.352 | 0,00 | 359 | -0,28 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 17.306 | 66,50 | 1.433 | 66,24 | ||||
| 2026-01-21 | 13F | Summa Corp. | 10.690 | 10,32 | 885 | 10,21 | ||||
| 2026-02-12 | 13F | Investment Research Partners LLC | 17.546 | 8,53 | 1.453 | 8,43 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 6.281 | -4,86 | 519 | -5,13 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 847 | 0,47 | 70 | 1,45 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 339.552 | -34,42 | 28.122 | -34,53 | ||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 4.887 | 405 | ||||||
| 2025-11-06 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 32.180 | 2.657 | ||||||
| 2026-03-11 | 13F | DUTCH ASSET Corp | 2.884 | 0 | ||||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 10.086 | 0,77 | 833 | 0,48 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 12.786 | 473,11 | 1.056 | 473,37 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 19.446 | -4,84 | 1.610 | -5,01 | ||||
| 2026-02-13 | 13F | Santa Clara Valley Transportation Authority | 329.537 | 0,00 | 27.292 | -0,17 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 9.486 | 0,53 | 786 | 0,38 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 2.173.227 | 8,25 | 179.987 | 8,07 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 3.658 | -20,77 | 303 | -21,15 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 640 | 0,00 | 53 | 0,00 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 400 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 10.322 | 10,47 | 852 | 10,22 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 83.747 | -42,86 | 6.936 | -42,96 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 11.217 | -15,13 | 929 | -15,33 | ||||
| 2026-01-28 | 13F | Trademark Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Discovery Capital Management, Llc / Ct | 8.157 | 676 | ||||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 4.965 | 0,00 | 411 | 0,00 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 248 | 21 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 68.583 | 67,83 | 5.663 | 67,32 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 3.510 | -10,18 | 291 | -10,49 | ||||
| 2026-01-15 | 13F | Powerhouse Assets LLC | 3.178 | 263 | ||||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Blue Fin Capital, Inc. | 34.585 | 6,24 | 2.864 | 6,07 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 400 | 0,00 | 33 | 0,00 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 2.620 | 216 | ||||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 6.770 | 20,46 | 561 | 20,43 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 24.962 | 3,80 | 2.067 | 3,61 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 2.933 | 0,00 | 243 | -0,41 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 1.197 | 1,27 | 99 | 1,02 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 2.647 | 0,72 | 219 | 0,46 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 1.535 | -51,19 | 127 | -51,54 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 7.037 | 0,00 | 583 | -0,17 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 92.145 | 297,61 | 7.608 | 296,46 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 116.434 | 3,33 | 9.532 | 1,97 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 23.408 | 2,98 | 1.939 | 2,81 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 3.566.920 | -4,86 | 295.413 | -5,02 | ||||
| 2025-11-14 | 13F | ADAR1 Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 7.740 | 641 | ||||||
| 2026-01-16 | 13F | Tower Wealth Partners, Inc. | 21.921 | 16,19 | 1.815 | 15,97 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 20.547 | 23,15 | 1.702 | 22,90 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 218 | 18 | ||||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 68.280 | 4,49 | 5.655 | 4,30 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 21.428 | -2,93 | 1.778 | -2,84 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 0 | 0 | ||||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 4.014 | 58,09 | 332 | 58,10 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 13.642 | 5,88 | 1.126 | 5,53 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 1.370.841 | 4,43 | 113.533 | 4,26 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 72.424 | -65,09 | 5.980 | -65,20 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 291.499 | -7,87 | 24.142 | -8,03 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 662 | 55 | ||||||
| 2026-04-17 | 13F | A. D. Beadell Investment Counsel, Inc. | 7.091 | 1,59 | 1 | |||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 22.558 | 0,00 | 1.861 | -0,37 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 6.297.662 | -4,82 | 521.572 | -4,98 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 29.080 | 0,53 | 2.401 | 0,25 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Covestor Ltd | 1.987 | 111,16 | 0 | |||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 400 | 0,00 | 33 | 0,00 | ||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 6.579 | 545 | ||||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 448.843 | 101,75 | 37.173 | 101,41 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 92 | 0,00 | 8 | 0,00 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 9.635 | -0,32 | 796 | -0,62 | ||||
| 2026-02-17 | 13F | Fmr Llc | 909.419 | -35,22 | 75.318 | -35,32 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 4.415 | 366 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 11.364 | 2,16 | 938 | 1,85 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 6.881 | 0,66 | 568 | 0,35 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 38.600 | -5,57 | 3.197 | -5,75 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 4.288 | -18,71 | 355 | -18,76 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 2.920 | 0,00 | 241 | 0,00 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 50 | 4 | ||||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 51.759 | -2,59 | 4.274 | -2,89 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 68.292 | 14,70 | 5.656 | 14,50 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 2.287 | -95,36 | 189 | -95,38 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 11.274 | -1,22 | 931 | -1,59 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 6.516 | 0,00 | 538 | -0,19 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 4.256.062 | -1,01 | 352.488 | -1,18 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 3.250 | 0,00 | 270 | 0,00 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 17.599 | -5,50 | 1.458 | -5,70 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 3.262 | -9,69 | 270 | -9,70 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 870.803 | 1,42 | 72.237 | 1,42 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 209.768 | 3,51 | 17.321 | 3,20 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 394 | 0,00 | 33 | 0,00 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 3.725 | 1,25 | 309 | 0,98 | ||||
| 2026-02-23 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 4.330 | 359 | ||||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 1.065.147 | 87.949 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 51.432 | -1,90 | 4.260 | -2,23 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 3.057 | 253 | ||||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 22.889 | 1,82 | 1.890 | 1,50 | ||||
| 2025-10-30 | 13F | Arrow Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BlackRock, Inc. | 13.613.516 | -31,58 | 1.127.471 | -31,70 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 63.035 | 0,15 | 5.205 | -0,15 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 26.678 | 2,27 | 2.203 | 1,94 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 441.671 | -22,18 | 31.914 | -32,17 | ||||
| 2026-01-29 | 13F | Beirne Wealth Consulting Services, LLC | 5.885 | 0,00 | 487 | -0,20 | ||||
| 2025-11-14 | 13F | Leo Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Financial Management Network Inc | 37.735 | -1,46 | 3.111 | -1,99 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 15.049 | 184,91 | 1.246 | 184,47 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 28.598 | -12,72 | 2.369 | -12,88 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 601.836 | -42,18 | 49.844 | -42,28 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 145.078 | -12,51 | 12.015 | -12,66 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 10.609.701 | 4,61 | 878.695 | 4,43 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 1.116 | 0,00 | 92 | 0,00 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 257 | 0,00 | 21 | 0,00 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 12.948 | 1.944 | ||||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 30.913 | 6,74 | 2.553 | 6,42 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 20.477 | -2,19 | 1.696 | -2,36 | ||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 4.044 | 335 | ||||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 9.771 | 28,60 | 809 | 28,41 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 52.343 | -7,23 | 4.322 | -7,51 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 4.777 | -0,25 | 394 | -0,51 | ||||
| 2026-02-12 | 13F | Tiemann Investment Advisors, Llc | 5.150 | 0,00 | 427 | -0,23 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 62.710 | 16,55 | 5.194 | 16,36 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 200 | 17 | ||||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 109.743 | 35,29 | 9.089 | 35,06 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 91.396 | -1,79 | 7.569 | -1,96 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 28.449 | 2.356 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 11 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 403.828 | 3,26 | 33.445 | 3,09 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 90.296 | 4,32 | 7.478 | 4,02 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 9.564 | -14,90 | 792 | -15,02 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 15.634 | -1,76 | 1.295 | -1,97 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 36.547 | 24,47 | 3.027 | 24,27 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 90.911 | 2,78 | 7.507 | 2,47 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 7.226 | -1,37 | 597 | -1,65 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 8.375 | 0,54 | 692 | 0,14 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 77 | 6 | ||||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 14.522 | 1.199 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 94.880 | 70,38 | 7.858 | 70,10 | ||||
| 2026-02-17 | 13F | Scopus Asset Management, L.p. | 605.726 | 0,00 | 50.166 | -0,17 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 4.225 | 11,07 | 350 | 10,79 | ||||
| 2026-01-27 | 13F | TriaGen Wealth Management LLC | 21.636 | 0,09 | 1.792 | -0,11 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 32.486 | -2,52 | 2.690 | -2,68 | ||||
| 2026-02-10 | 13F | IF Advisors, LLC | 29.855 | 2.473 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 121.528 | 34,59 | 10.065 | 34,37 | ||||
| 2026-02-06 | 13F | GLOBALT Investments LLC / GA | 16.750 | -1,21 | 1.387 | -1,35 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 6.300 | -84,05 | 522 | -84,10 | |||
| 2026-01-23 | 13F | Actinver Wealth Management, Inc. | 75.943 | -10,47 | 6.290 | -10,62 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 2.829 | -27,68 | 234 | -27,78 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 35.814 | 20,72 | 2.958 | 20,54 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 600 | 0,00 | 50 | 0,00 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 5.784 | 0,00 | 479 | 0,00 | ||||
| 2026-02-10 | 13F | Easterly Investment Partners Llc | 6.734 | 0,00 | 558 | -0,18 | ||||
| 2026-02-13 | 13F | Independent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Camden National Bank | 156.379 | 6,45 | 12.951 | 6,27 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 14.569 | 145,56 | 1.207 | 145,12 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 577.624 | 9,93 | 47.839 | 9,74 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 208.353 | -2,04 | 17.256 | -2,21 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 96.345 | 1,58 | 7.955 | 1,27 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 2.050 | -2,38 | 170 | -2,87 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 108.028 | 7,09 | 8.947 | 6,91 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wealth Effects Llc | 3.697 | 0,24 | 305 | 0,00 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 1.285 | 11,45 | 106 | 11,58 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 409.537 | 12,80 | 33.815 | 12,46 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 1.472.724 | -17,04 | 121.971 | -17,18 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 11.908 | 0,00 | 986 | -0,10 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 66.246 | 8,53 | 5.486 | 8,35 | ||||
| 2025-11-12 | 13F | Smith Chas P & Associates Pa Cpas | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4.390 | 0,46 | 363 | 0,28 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 3.066 | 0,00 | 253 | 0,00 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 175.478 | 11,54 | 14.533 | 11,56 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 2.813 | 0,00 | 232 | 0,00 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 69.725 | 409,83 | 5.757 | 408,57 | ||||
| 2026-04-08 | 13F | Hummer Financial Advisory Services Inc | 2.500 | 206 | ||||||
| 2026-02-06 | 13F | Mizuho Markets Cayman LP | 1.472.100 | 121.919 | ||||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 5.345 | -11,20 | 443 | -11,04 | ||||
| 2026-02-13 | 13F | Allianz Se | 349.915 | 2,17 | 28.980 | 2,00 | ||||
| 2026-01-22 | 13F | Vista Investment Partners Ii, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 932.323 | 12.543,38 | 76.982 | 12.519,84 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 20.119 | -12,66 | 1.661 | -12,90 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 69.489 | 0,34 | 5.755 | 0,17 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 2.684 | -5,09 | 222 | -5,56 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 2.697 | 223 | ||||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 21.171 | -43,88 | 1.753 | -43,98 | ||||
| 2026-02-12 | 13F | Nuveen, LLC | 355.552 | 29.039 | ||||||
| 2026-04-08 | 13F | Roberts Wealth Advisors, LLC | 3.081 | 0,00 | 254 | -0,39 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 2.683 | 0,56 | 222 | 0,45 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 99.557 | -4,32 | 8.245 | -4,47 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 11.387 | -4,87 | 943 | -5,04 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 1.730 | 0,00 | 143 | -0,70 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 3.348.065 | -2,93 | 277.287 | -3,10 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 11.721 | 47,21 | 968 | 46,74 | ||||
| 2026-04-24 | 13F | Severin Investments, LLC | 19.856 | 92,95 | 1.640 | 92,37 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 68.311 | -0,68 | 5.657 | -0,84 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 4.675 | 0,00 | 387 | 0,00 | ||||
| 2026-01-27 | 13F | Probity Advisors, Inc. | 2.432 | -8,88 | 201 | -9,05 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 4.771 | -83,67 | 395 | -83,68 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 72 | 0,00 | 6 | 0,00 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 32.569 | 1,27 | 2.689 | 0,98 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 176.646 | 38,13 | 14.629 | 37,85 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 3.312 | 274 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 81 | 0,00 | 7 | 0,00 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 6.957 | 2,20 | 577 | 2,30 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 4.678 | -0,15 | 387 | -0,26 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 19.289 | -9,02 | 1.598 | -9,21 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 19.560 | 7,10 | 1.620 | 6,86 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 41.611 | -0,13 | 3.446 | -0,29 | ||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 3.463 | -6,35 | 287 | -6,54 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 35.511 | -0,93 | 2.941 | -1,11 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3.239 | 267 | ||||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 2.450 | -43,23 | 202 | -43,42 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 3.604 | 0,53 | 299 | 0,34 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 5.836 | -3,78 | 482 | -4,18 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 10.373 | -1,24 | 859 | -1,38 | ||||
| 2025-11-13 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 3.202 | 168,40 | 265 | 170,41 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 11.275 | 1,24 | 934 | 1,08 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 106.422 | -0,81 | 8.773 | -1,27 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 6.393 | 11,80 | 529 | 11,60 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 39.685 | -18,43 | 3.287 | -18,58 | ||||
| 2026-02-12 | 13F | First Wilshire Securities Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 152.526 | 8,90 | 12.643 | 9,04 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 40.177 | 73,60 | 3.317 | 73,12 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 6.399 | -0,85 | 530 | -1,12 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 227.158 | -17,28 | 18.813 | -17,42 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 2.428 | -2,06 | 201 | -1,95 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 2.298.612 | -13,19 | 190.371 | -13,33 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 52.184 | -1,73 | 4.322 | -1,91 | ||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 377.735 | 770,26 | 31.284 | 769,00 | ||||
| 2026-01-08 | 13F | Spartan Planning & Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | PCG Wealth Advisors, LLC | 6.055 | 24,03 | 502 | 23,70 | ||||
| 2026-01-15 | 13F | Counterweight Ventures, LLC | 30.782 | 10,96 | 2.549 | 10,78 | ||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Expressive Wealth LLC | 25.933 | 2.148 | ||||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 36.029 | 3,12 | 2.975 | 2,80 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 44.408 | 32,36 | 3.678 | 32,12 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 18.839 | -11,28 | 1.561 | -11,41 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 87.241 | -9,87 | 7.225 | -10,02 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.827 | 0,00 | 234 | 0,00 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 33.275 | -0,05 | 2.756 | -0,25 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 80.619 | -64,81 | 6.657 | -64,92 | ||||
| 2025-11-14 | 13F | 1858 Wealth Management, Llc | 41.884 | 3.475 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 367 | -73,01 | 30 | -73,21 | ||||
| 2026-01-21 | 13F | DMG Group, LLC | 7.008 | -19,44 | 580 | -19,56 | ||||
| 2025-11-12 | 13F | Napa Wealth Management | 3.317 | -10,16 | 275 | -9,84 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 3.565 | 0,00 | 295 | 0,00 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 15.604 | 2,64 | 1.292 | 2,46 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 5.393 | -19,10 | 445 | -19,38 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 6.795 | 159,45 | 563 | 158,99 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 450 | 50,00 | 25 | 0,00 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4.421 | -0,16 | 365 | -0,27 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 16.177 | -45,60 | 1.340 | -45,72 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2.763 | 228 | ||||||
| 2026-01-29 | 13F | Prepared Retirement Institute LLC | 54.214 | -2,48 | 4.490 | -2,65 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 14.040 | 1.159 | ||||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-18 | 13F | Dorsey Wright & Associates | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 146.725 | 1,45 | 12.115 | 1,14 | ||||
| 2025-11-03 | 13F | Alpha Cubed Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4.165 | -0,07 | 344 | -0,58 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 42.153 | 373,68 | 3.491 | 373,04 | ||||
| 2026-01-29 | 13F | Koa Wealth Management, LLC | 69.049 | 3,61 | 5.719 | 3,44 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 54.937 | -17,40 | 4.550 | -17,55 | ||||
| 2026-01-29 | 13F | Integras Partners LLC | 23.852 | 5,69 | 1.975 | 5,50 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 57.832 | 4.791 | ||||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 4.192 | -57,95 | 348 | -57,94 | ||||
| 2026-02-11 | 13F | ARGI Investment Services, LLC | 75.505 | 6.253 | ||||||
| 2025-11-14 | 13F | Ieq Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 55.714 | -2,17 | 4.614 | -2,33 | ||||
| 2026-01-26 | 13F | San Luis Wealth Advisors LLC | 12.265 | -1,59 | 1.016 | -1,74 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 11.997 | -4,88 | 991 | -5,17 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 469 | 39 | ||||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 221.688 | -7,57 | 18.391 | -7,46 | ||||
| 2025-11-14 | 13F | Quadcap Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 109.626 | 60,37 | 9.079 | 60,10 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 544 | 0,00 | 45 | -2,22 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 31.070 | 2,47 | 2.565 | 2,15 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 3.051 | 0,49 | 252 | 0,00 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 18.778 | -0,18 | 1.555 | -0,32 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 8.598 | -0,92 | 712 | -0,97 | ||||
| 2026-04-02 | 13F | Marex Group plc | 42.462 | -15,08 | 3.513 | -14,32 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 11.011 | -3,60 | 912 | -3,39 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 1.023 | 177,24 | 85 | 180,00 | ||||
| 2026-02-10 | 13F | Eq Llc | 21.002 | 84,03 | 1.739 | 83,83 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 6.293 | -1,39 | 521 | -1,51 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 23.377 | -49,05 | 1.936 | -49,13 | ||||
| 2026-01-23 | 13F | Avion Wealth | 135 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 12.809 | -8,66 | 1.058 | -8,96 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 641.570 | 260,21 | 52.976 | 259,13 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 103.519 | 2,30 | 8.548 | 1,98 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 108 | 1,89 | 9 | 0,00 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 149.380 | 11,69 | 12.372 | 11,50 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 30.410 | -4,85 | 2.511 | -5,14 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 15 | 0,00 | 1 | 0,00 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 158 | 13 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 4.700 | -6,09 | 388 | -6,28 | ||||
| 2025-11-03 | 13F | Disciplined Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 14.034 | -9,63 | 1.162 | -9,78 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 216.275 | 25,91 | 17.912 | 25,69 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 100.447 | 102,63 | 8.294 | 102,02 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 29.839 | 136,57 | 2.471 | 136,23 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 208.074 | 42,49 | 20.145 | 29,69 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 23.309 | -24,38 | 1.930 | -24,52 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 20.515 | 4,69 | 1.694 | 4,38 | ||||
| 2026-01-15 | 13F | 4J Wealth Management LLC | 22.394 | -4,55 | 1.855 | -4,73 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 66.273 | -2,95 | 5.489 | -3,12 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 3.119 | -9,78 | 258 | -9,79 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 41.955 | 5,78 | 3.467 | 5,57 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 6.805 | -19,72 | 565 | -19,66 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 38.374 | 705,50 | 3.169 | 704,06 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 5.519 | 2,81 | 457 | 2,70 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 2.864 | 0,00 | 237 | 0,00 | ||||
| 2026-02-12 | 13F | Hilton Capital Management, LLC | 4.019 | -4,72 | 333 | -4,87 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 23.455 | 7,74 | 1.937 | 7,44 | ||||
| 2026-01-15 | 13F | Range Financial Group LLC | 2.881 | 239 | ||||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 202.776 | 10,04 | 16.743 | 9,71 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 7.621 | -7,16 | 631 | -7,34 | ||||
| 2026-02-17 | 13F | Amundi | 670.200 | 0,00 | 55.506 | 0,06 | ||||
| 2026-02-24 | 13F | Alternative Investment Advisors, LLC. | 5.841 | -8,20 | 484 | -8,35 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 23.517 | -7,79 | 1.948 | -7,94 | ||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 28.227 | -19,19 | 2.338 | -19,33 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 7.515 | -85,27 | 622 | -85,30 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 175 | 0,00 | 14 | 0,00 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 87.022 | 1,37 | 7.207 | 1,21 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 20 | -16,67 | 0 | |||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 88 | 0,00 | 0 | |||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 335.126 | 2,02 | 27.755 | 1,85 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 9.374 | 776 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 23.412 | 0,10 | 1.933 | -0,21 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 2.861 | 7,68 | 236 | 6,82 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 27.389 | -13,76 | 2.268 | -13,90 | ||||
| 2025-10-28 | 13F | MAS Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 27.087 | 8,30 | 2.237 | 7,97 | ||||
| 2026-02-05 | 13F | Phoenix Holdings Ltd. | 4.209 | 0,00 | 349 | -0,29 | ||||
| 2025-10-27 | 13F | WealthPlan Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 943 | -9,59 | 78 | -10,47 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 7.184 | -31,61 | 595 | -31,80 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 7.925 | -36,15 | 1 | -100,00 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 17.629 | -17,02 | 1.454 | -17,34 | ||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 46.308 | -0,65 | 4 | 0,00 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 2.493 | 1,88 | 206 | 1,48 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 5.548.263 | -17,24 | 459.507 | -17,37 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 40.684 | -14,23 | 3.369 | -14,38 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | J. Safra Sarasin Holding AG | 25.000 | 0,00 | 2.070 | -0,19 | ||||
| 2026-02-12 | 13F | Sumitomo Mitsui Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 154.817 | 39,69 | 12.783 | 39,28 | ||||
| 2026-04-14 | 13F | BayBridge Capital Group, LLC | 88.665 | 0,00 | 7.343 | 0,00 | ||||
| 2026-01-16 | 13F | Postrock Partners Llc | 5.192 | 0,00 | 430 | 0,00 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 3.962 | -87,60 | 2.720 | 2,60 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 30.124 | -19,68 | 2.495 | -19,83 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 3.361 | 278 | ||||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 164.457 | 2,92 | 13.620 | 2,75 | ||||
| 2026-02-17 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 6.892 | -5,65 | 578 | -4,79 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 439 | 0,00 | 36 | 0,00 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 61.710 | -6,42 | 5.111 | -6,58 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 64.431 | 9,59 | 5.320 | 9,26 | ||||
| 2026-01-27 | 13F | Penobscot Investment Management Company, Inc. | 24.925 | 0,00 | 2.064 | -0,15 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 2.307 | 191 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 5.169 | -4,26 | 427 | -4,70 | ||||
| 2026-01-21 | 13F | Palumbo Wealth Management LLC | 7.590 | -93,79 | 629 | -47,18 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 259.184 | 8,49 | 21.466 | 8,31 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 43.166 | 2,53 | 3.575 | 2,38 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 6.091 | 0,00 | 504 | -0,20 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 39.260 | 3.242 | ||||||
| 2026-04-08 | 13F | Brady Family Wealth, Llc | 84.997 | 18,22 | 7.018 | 17,87 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 4.515 | 13,64 | 374 | 13,03 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 3.054 | 253 | ||||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 431.453 | 35.733 | ||||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 10.078 | 617,30 | 835 | 618,97 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 34.957 | 3,81 | 2.886 | 3,52 | ||||
| 2026-01-15 | 13F | Sollinda Capital Management LLC | 3.286 | 11,16 | 272 | 11,02 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 67.538 | -10,04 | 5.594 | -10,20 | ||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 12.262 | 1.016 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 297.238 | -2,95 | 24.617 | -3,11 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 3.638 | -69,86 | 300 | -69,97 | ||||
| 2026-04-15 | 13F | McAlvany Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Beverly Hills Private Wealth, LLC | 6.152 | 0,00 | 510 | 0,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 128.219 | 15,01 | 10.587 | 14,68 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 188 | -95,42 | 16 | -95,58 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.381.421 | 10,58 | 114.409 | 10,39 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 7.916 | -32,49 | 654 | -32,75 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 390.457 | 1,95 | 32.240 | 1,65 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 2.040 | -81,18 | 169 | -81,31 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 2.392 | 17,49 | 198 | 17,86 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Novem Group | 4.301 | -0,83 | 355 | -1,11 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 6.305 | -27,24 | 522 | -27,30 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 97.461 | 5,71 | 8.047 | 5,40 | ||||
| 2026-02-17 | 13F | Crabel Capital Management, LLC | 4.270 | 354 | ||||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 24.084 | 4,13 | 1.989 | 3,76 | ||||
| 2026-01-26 | 13F | SeaBridge Investment Advisors LLC | 19.738 | -0,97 | 1.635 | -1,15 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 4.796.049 | 2,43 | 397.212 | 2,29 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 3.157 | 0,00 | 261 | -0,38 | ||||
| 2026-02-06 | 13F | Marble Harbor Investment Counsel, LLC | 3.172 | 1,37 | 263 | 1,16 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 6.245 | 13,73 | 517 | 13,63 | ||||
| 2026-02-11 | 13F | CNB Bank | 2.138 | 5,95 | 177 | 5,99 | ||||
| 2025-11-06 | 13F | Gunma Bank,Ltd. | 265.000 | 29,27 | 22 | 31,25 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 3.642 | -25,03 | 302 | -25,31 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 364.089 | 6,91 | 28.507 | 0,91 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 5.283 | 25,16 | 438 | 24,86 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Resurgent Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Quarry LP | 120 | 10 | ||||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 22.832 | -40,57 | 1.891 | -40,68 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 876.992 | -3,41 | 72.632 | -3,58 | ||||
| 2026-02-13 | 13F | Rodgers Brothers Inc. | 7.200 | 0,00 | 596 | -0,17 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 25 | 0,00 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 4.165 | -5,10 | 344 | -5,51 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 8.443 | -51,84 | 697 | -51,96 | ||||
| 2026-02-12 | 13F | Canopy Partners, LLC | 7.466 | 15,79 | 618 | 15,73 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 3.116 | 254 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 10.153 | -18,85 | 838 | -19,11 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 3.066 | 0,00 | 254 | -0,39 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 21.490 | -61,44 | 1.774 | -61,57 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 1.230.044 | -2,76 | 101.872 | -2,92 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 3.886 | 11,60 | 321 | 11,11 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 43.506 | -13,93 | 3.603 | -14,07 | ||||
| 2026-02-13 | 13F | Global Endowment Management, LP | 40.000 | 0,00 | 3.313 | -0,15 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 736.394 | -0,76 | 60.988 | -0,93 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 93.840 | -4,38 | 7.772 | -4,54 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 757.351 | -15,32 | 62.724 | -15,47 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 78.084 | 4,96 | 6.467 | 4,78 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 456 | 38 | ||||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 6.184 | 0,00 | 511 | -0,39 | ||||
| 2026-01-21 | 13F | Finer Wealth Management, Inc. | 20.341 | 1.685 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 21.696 | 31,67 | 1.791 | 31,30 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 6.744 | 0,00 | 557 | -0,36 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 2.730 | -23,53 | 226 | -23,65 | ||||
| 2026-02-05 | 13F | Thayer Partners, LLC / MA | 68.668 | 5.687 | ||||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 273.210 | -2,42 | 22.627 | -2,59 | ||||
| 2026-02-17 | 13F | Second Line Capital, LLC | 7.240 | 132,87 | 600 | 133,07 | ||||
| 2026-01-26 | 13F | American Wealth Advisors, LLC | 75.218 | -3,45 | 6.230 | -3,61 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | BancorpSouth Bank | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | M. Kulyk & Associates, LLC | 3.619 | 0,00 | 300 | -0,33 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 24.710 | 2,48 | 2.040 | 2,20 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 371.484 | -47,40 | 30.766 | -47,48 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 4.970 | 0,00 | 412 | 0,24 | ||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 34.190 | 4,93 | 2.832 | 4,74 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 600 | 0,00 | 50 | 0,00 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 5.852 | 0,03 | 483 | -0,21 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 4.198 | 1,23 | 348 | 0,87 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 4.871 | 0,00 | 402 | -0,25 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 7.115 | 0,00 | 589 | -0,17 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 259.905 | 27,91 | 21.525 | 27,70 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 1.100.486 | 40,33 | 91.142 | 40,09 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 75.444 | -21,97 | 6.229 | -22,21 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 117.928 | 83,03 | 9.767 | 82,71 | ||||
| 2026-02-13 | 13F | Broyhill Asset Management | 102.717 | 26,49 | 8.507 | 26,27 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 1.200 | 0,00 | 99 | 0,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 374 | 0,00 | 31 | 0,00 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 1.021 | -87,12 | 85 | -87,21 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 6.213 | -9,39 | 515 | -9,51 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 10.200 | 845 | |||||
| 2026-02-13 | 13F | Gts Securities Llc | 77.991 | 6.459 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 198.690 | 84,47 | 16.456 | 84,16 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 5.644 | 2,28 | 467 | 2,19 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 4.852 | 401 | ||||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 35.300 | 18,06 | 2.915 | 11,18 | ||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 4.223 | 0,00 | 350 | -0,29 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 49 | 2,08 | 4 | 33,33 | ||||
| 2026-03-24 | 13F/A | Barclays Plc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 4.319 | -8,05 | 357 | -8,48 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 1.612 | 0,06 | 133 | 0,00 | ||||
| 2026-02-06 | 13F | Little House Capital Llc | 74.946 | -3,91 | 6.207 | -4,06 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 5 | 0,00 | 0 | |||||
| 2026-01-15 | 13F | Hara Capital LLC | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 142.749 | 417 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 313.906 | 1,44 | 25.998 | 1,27 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 14.570 | 251,51 | 1.207 | 251,60 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 2.578 | -4,59 | 213 | -4,91 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 188 | 4,44 | 16 | 7,14 | ||||
| 2026-02-09 | 13F | Fidelity D & D Bancorp Inc | 63.831 | 24,37 | 5.286 | 24,17 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Private Advisory Group LLC | 36.102 | 7,27 | 2.990 | 7,09 | ||||
| 2026-02-12 | 13F | DRW Securities, LLC | 100.239 | -36,45 | 8.302 | -36,58 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 15.762 | 14,16 | 1.305 | 13,97 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 41.754 | 30,76 | 3.448 | 30,37 | ||||
| 2026-02-13 | 13F | Commerce Bank | 37.927 | 16,32 | 3.141 | 16,12 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 79.048 | 0,04 | 6.527 | -0,24 | ||||
| 2026-02-09 | 13F | Buckhead Capital Management Llc | 6.679 | 1,78 | 553 | 1,65 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 2.763 | -59,89 | 229 | -60,07 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 115.152 | -3,27 | 9.508 | -3,56 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 3.418 | 0,00 | 283 | 0,00 | ||||
| 2026-02-12 | 13F | Betterment LLC | 99.270 | 19,14 | 8 | 33,33 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 297.527 | 16,73 | 24.641 | 16,53 | ||||
| 2026-02-05 | 13F | Independent Solutions Wealth Management, LLC | 80.827 | -4,65 | 6.694 | -4,81 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 26.115 | 96,60 | 2.163 | 96,37 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 17.807 | 68,10 | 1.470 | 67,62 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 170 | 0,00 | 14 | 0,00 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 1.237 | -0,24 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 255.709 | 0,57 | 21.178 | 0,40 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 961 | 170,70 | 79 | 172,41 | ||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 17.926 | -3,01 | 1.480 | -3,27 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 133.411 | 8,44 | 11.049 | 8,27 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 10.389 | -59,78 | 858 | -59,97 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 2.521 | 208 | ||||||
| 2026-02-17 | 13F | Parvin Asset Management, LLC | 4.150 | 344 | ||||||
| 2026-02-10 | 13F | Financial Harvest, LLC | 22.487 | 17,54 | 1.862 | 17,33 | ||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 14.602 | -3,56 | 1.209 | -3,74 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 152.478 | 1,39 | 12.590 | 1,09 | ||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 9.238 | -8,60 | 765 | -8,71 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3.476 | 74,59 | 287 | 74,39 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 908 | 0,00 | 75 | 0,00 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 4.089 | 0,52 | 338 | 0,30 | ||||
| 2026-02-17 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 532.285 | 4,88 | 44.084 | 4,70 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 3.152 | 13,10 | 260 | 13,04 | ||||
| 2026-02-13 | 13F | Vega Investment Solutions | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 8.945 | -1,84 | 741 | -1,59 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 2.439 | 14,08 | 0 | |||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Haverford Trust Co | 23.694 | -1,24 | 1.962 | -1,41 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 85.802 | 0,91 | 7.085 | 0,61 | ||||
| 2025-11-10 | 13F | IFS Group,LLC | 11.700 | 969 | ||||||
| 2026-01-16 | 13F | Birchcreek Wealth Management, LLC | 284.443 | 17,91 | 23.558 | 17,71 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 3.330 | 1,52 | 275 | 1,11 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 4.686 | 0,00 | 387 | -0,52 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 25.373 | 0,10 | 2.101 | -0,05 | ||||
| 2026-03-24 | 13F/A | Barclays Plc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 75 | 0,00 | 6 | 0,00 | ||||
| 2026-01-20 | 13F | Westwood Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Golden State Equity Partners | 24.201 | -45,51 | 2.004 | -45,60 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 4.919 | -0,95 | 406 | -1,22 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 172 | 0,00 | 14 | 0,00 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 8.600 | 0,12 | 712 | 0,00 | ||||
| 2026-02-13 | 13F | Advisory Research Inc | 11.154 | -0,15 | 924 | -0,32 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 81.353 | 3,11 | 6.717 | 2,80 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 31.437 | -0,97 | 2.596 | -1,29 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 146.740 | 6,31 | 12.097 | 5,83 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 58.580 | -41,83 | 4.852 | -41,93 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 364.403 | -2,34 | 30.180 | -2,50 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 12.731 | 1.054 | ||||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 5.532 | 79,96 | 458 | 79,61 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 464 | 22,75 | 38 | 22,58 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 34.725 | 1,21 | 2.876 | 1,02 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 84.449 | -1,36 | 6.973 | -1,66 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 3.281 | -17,73 | 271 | -18,18 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 70.454 | 207,63 | 5.835 | 207,27 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 8.692 | 12,52 | 720 | 12,34 | ||||
| 2026-02-09 | 13F | America First Investment Advisors, LLC | 505.362 | 7,56 | 41.854 | 7,38 | ||||
| 2026-02-12 | 13F | AlphaCentric Advisors LLC | 3.480 | -88,07 | 288 | -87,95 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 14.141 | 1.165 | ||||||
| 2025-11-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 2.970 | 0,00 | 245 | 0,00 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 75 | -11,76 | 6 | -14,29 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 9.517 | -52,63 | 786 | -52,80 | ||||
| 2026-02-10 | 13F | Lummis Asset Management, LP | 1.595 | 0,00 | 132 | 0,00 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 5.207 | 12,07 | 431 | 11,95 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 8.085 | -26,85 | 670 | -26,97 | ||||
| 2026-02-04 | 13F | Boyd Watterson Asset Management Llc/oh | 5.000 | 0,00 | 414 | 0,00 | ||||
| 2026-02-11 | 13F | Private Management Group Inc | 31.885 | -15,05 | 2.641 | -15,19 | ||||
| 2025-11-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Stapp Wealth Management, Pllc | 13.377 | 0,56 | 1.105 | 0,27 | ||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 3.197 | 0,00 | 265 | -0,38 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 894 | 0,00 | 74 | -1,35 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13.794 | -6,16 | 1.142 | -6,32 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 3.091 | -43,63 | 255 | -43,83 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 990.689 | 6,24 | 81.801 | 5,92 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 747.145 | -7,27 | 61.879 | -7,43 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 172.642 | 13,47 | 14.255 | 13,13 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 26.624 | 44,36 | 2.205 | 44,12 | ||||
| 2026-04-20 | 13F | Independence Wealth Advisors, LLC | 4.092 | -1,23 | 338 | -1,75 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 27.594 | -23,50 | 2.278 | -23,74 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 635.775 | 52.655 | ||||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 31.666 | 6,49 | 2.623 | 6,28 | ||||
| 2026-01-21 | 13F | Capital Advisors Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 10.307 | 37,63 | 851 | 37,26 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 35.808 | 17,40 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 3.275 | 13,40 | 271 | 13,39 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 44 | 4 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 151 | -51,29 | 13 | -52,00 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 4.491 | -18,86 | 372 | -19,17 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 644.941 | 14,59 | 53.414 | 14,39 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Omnia Family Wealth, LLC | 5.352 | 10,49 | 443 | 10,47 | ||||
| 2026-02-12 | 13F | Pcg Asset Management, Llc | 54.000 | -4,66 | 4.526 | -3,68 | ||||
| 2025-11-04 | 13F | Garrison Bradford & Associates Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-30 | 13F | Gibbs Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 395.814 | 18,83 | 32.781 | 18,63 | ||||
| 2026-02-06 | 13F | Mullooly Asset Management, Inc. | 14.860 | 13,70 | 1.231 | 13,47 | ||||
| 2026-04-13 | 13F | Mader & Shannon Wealth Management, Inc. | 251.457 | -25,08 | 20.763 | -25,44 | ||||
| 2025-11-03 | 13F | Financial Life Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 50.756 | -18,49 | 4.191 | -18,74 | ||||
| 2026-02-12 | 13F | Azimuth Capital Investment Management LLC | 7.388 | 5,50 | 612 | 5,34 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 83.325 | 5,46 | 6.880 | 5,15 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 110.735 | 5,34 | 9.143 | 5,02 | ||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 62.009 | -18,08 | 5.136 | -18,22 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 153.125 | -6,63 | 12.644 | -6,91 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Core Wealth Partners LLC | 4.042 | 63,05 | 335 | 62,93 | ||||
| 2026-02-06 | 13F | Stronghold Wealth Management L.L.C. | 16.297 | 1.350 | ||||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 5.032 | 0,52 | 417 | 0,24 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 8.453 | 2,04 | 700 | 1,89 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 302 | -86,27 | 0 | |||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 3.865 | 7,06 | 320 | 7,02 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 156.809 | -72,12 | 12.987 | -72,17 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 10.578 | 1,41 | 873 | 1,16 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 40.948 | 57,80 | 3.391 | 57,57 | ||||
| 2026-01-22 | 13F | ETF Store, Inc. | 3.392 | 1,34 | 281 | 1,08 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 8.643 | 174,38 | 716 | 173,95 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 9.019 | 27,35 | 747 | 27,09 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Landscape Capital Management, L.l.c. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Community Bank, N.A. | 29.510 | 0,90 | 2.444 | 0,70 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 500 | 0,00 | 41 | 0,00 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 3.841 | -18,12 | 317 | -18,30 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 48.601 | 0,20 | 4.025 | 0,05 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 61.167 | 10,29 | 5.051 | 9,95 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 5.550 | -8,31 | 458 | -8,58 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 4.745 | -2,61 | 393 | -2,97 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.566 | 212 | ||||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 22.494 | 3,92 | 1.863 | 3,73 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 2.713 | 224 | ||||||
| 2026-02-06 | 13F | Nixon Peabody Trust Co | 272.020 | 9,16 | 22.529 | 8,97 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 8.386 | 11,37 | 695 | 11,22 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 17.964.759 | 5,52 | 1.487.841 | 5,35 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 42.369 | -1,66 | 3.509 | -1,82 | ||||
| 2026-01-05 | 13F | LifeGuide Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maseco Llp | 7.885 | -0,47 | 651 | -0,76 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 23.182 | 1,63 | 1.920 | 1,43 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 1.828 | 1,22 | 151 | 1,34 | ||||
| 2026-02-11 | 13F | Meeder Asset Management Inc | 184.739 | 15.300 | ||||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 8.601 | -49,46 | 712 | -49,54 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 4.205 | -7,22 | 348 | -7,20 | ||||
| 2026-02-10 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 3.020 | -66,80 | 250 | -66,84 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 15.107 | -4,56 | 1.247 | -4,81 | ||||
| 2026-02-06 | 13F | Cadence Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | KDT Advisors, LLC | 7.685 | -23,00 | 636 | -23,10 | ||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 6.081 | 0,30 | 502 | 0,00 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 107.313 | 0,60 | 8.861 | 0,29 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 16.099 | -0,40 | 1.329 | -0,67 | ||||
| 2026-01-23 | 13F | Lester Murray Antman dba SimplyRich | 5.583 | -2,17 | 0 | |||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 3.217 | -7,93 | 266 | -7,96 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 4.368 | -10,91 | 362 | -11,08 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 26.184 | 5,22 | 2.162 | 4,90 | ||||
| 2025-11-05 | 13F | Portside Wealth Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 40.428 | 3.338 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 49.603 | 68,53 | 4.108 | 68,29 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 14.857 | -2,64 | 1.227 | -2,93 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | BTS Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 741.748 | -10,42 | 61.432 | -10,57 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 782 | 0,00 | 65 | 0,00 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 16.496 | 45,30 | 1.366 | 45,16 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 304.456 | -14,47 | 25 | -13,79 | ||||
| 2026-03-10 | 13F/A | Retirement Financial Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 88.334 | 25,19 | 7.304 | 24,77 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 20.600 | -28,43 | 1.706 | -28,53 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 430.405 | -5,83 | 35.646 | -5,98 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 101.859 | 9,08 | 8.410 | 8,71 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 7.327 | 8,12 | 607 | 7,83 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 122.202 | -6,91 | 10 | 0,00 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 5.767 | 3,89 | 478 | 3,70 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 44.998 | 1,30 | 3.727 | 1,14 | ||||
| 2026-02-12 | 13F | Strata Wealth Advisors, LLC | 39.009 | -2,57 | 3.231 | -2,74 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 12.096 | 11,01 | 1.002 | 10,85 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1.345 | 691,18 | 111 | 692,86 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 11.377 | 34,23 | 942 | 34,00 | ||||
| 2025-11-10 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 23.208 | -25,39 | 1.916 | -25,62 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 9.189 | 5,27 | 759 | 4,99 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 5.761 | 0,54 | 476 | 0,21 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 46.247 | -1,68 | 3.819 | -1,98 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 9.458 | -83,44 | 781 | -83,51 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 7.270 | -0,45 | 600 | -0,66 | ||||
| 2026-02-10 | 13F | Main Management LLC | 22.183 | 5,32 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Clearbridge Investments, LLC | 8.085 | -6,35 | 670 | -6,56 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 1.111.801 | 0,42 | 92 | 1,10 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 8.014 | -2,05 | 664 | -2,21 | ||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Pointe Capital Management LLC | 109.248 | 23,02 | 9.048 | 22,80 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 6.243 | 9,89 | 517 | 9,77 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 17.416 | 26,19 | 1.438 | 25,92 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 41.606 | 1,90 | 3.435 | 1,60 | ||||
| 2026-01-30 | 13F | Aries Wealth Management | 56.970 | 36,37 | 4.718 | 36,16 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 485.202 | -5,43 | 40.184 | -5,58 | ||||
| 2026-01-30 | 13F | Spreng Capital Management, Inc. | 7.819 | -9,81 | 648 | -10,01 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 25.347 | 39,69 | 2.093 | 39,28 | ||||
| 2026-02-23 | 13F | Clear Retirement Advice LLC | 8.581 | 710 | ||||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 3.373 | 0,36 | 279 | 0,36 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 155.651 | 404,35 | 12.852 | 403,01 | ||||
| 2026-02-05 | 13F | Arrow Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Glenview Trust Co | 70.086 | -1,38 | 5.805 | -1,54 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | V2 Financial group LLC | 2.418 | 0,00 | 200 | 0,00 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 61.841 | 11,42 | 5.122 | 11,23 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 87.220 | 13,57 | 7.202 | 13,22 | ||||
| 2026-02-11 | 13F | All Terrain Financial Advisors, LLC | 39.847 | 1,68 | 3.300 | 1,51 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 7.557 | -2,23 | 624 | -2,66 | ||||
| 2026-02-12 | 13F | Pinebridge Investments Asia Ltd | 3.267.000 | 270.573 | ||||||
| 2025-11-07 | 13F | Centennial Bank/AR/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 717.219 | 3,20 | 59.221 | 2,89 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 26.646.281 | -20,86 | 2.206.845 | -20,99 | ||||
| 2026-02-06 | 13F | Investment House Llc | 39.454 | -8,38 | 3.268 | -8,54 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 6.651 | -3,05 | 551 | -3,34 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 54.175 | -11,81 | 4.462 | -12,37 | ||||
| 2026-02-17 | 13F | Bienville Capital Management, LLC | 16.805 | 1.392 | ||||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 102.306 | 12,26 | 8.473 | 12,06 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 1 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Windward Private Wealth Management Inc. | 4.517 | 0,29 | 374 | 0,27 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 262 | 22 | ||||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 180.155 | 6,24 | 14.920 | 6,06 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 2.500 | 0,00 | 206 | -0,48 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 2.819 | 0,00 | 233 | 0,00 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.937 | 0,00 | 160 | -0,62 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 18.392 | -50,73 | 1.523 | -50,81 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 2.072 | 27,74 | 171 | 27,61 | ||||
| 2026-02-13 | 13F | Ingalls & Snyder Llc | 6.175 | 1 | ||||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 4.121 | -53,49 | 341 | -53,35 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 891 | 233,71 | 74 | 231,82 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 362 | 0,00 | 30 | -3,33 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 25.534 | 2,36 | 2.115 | 2,17 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 132.633 | 3,19 | 10.985 | 3,01 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 2.336 | -98,27 | 193 | -98,29 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 24.522 | 3,15 | 2.031 | 2,94 | ||||
| 2026-04-20 | 13F | City State Bank | 134 | 55,81 | 11 | 57,14 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 10.466 | 8,28 | 864 | 8,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 205.037 | 11,16 | 16.981 | 11,07 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 190 | 0,00 | 16 | 0,00 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 409 | -17,71 | 34 | -19,51 | ||||
| 2026-02-11 | 13F | Mandatum Life Insurance Co Ltd | 2.470 | 0,00 | 205 | 0,00 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 2.543 | 24,17 | ||||||
| 2026-02-18 | 13F | SkyView Investment Advisors, LLC | 5.275 | -77,46 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 346.327 | -1,12 | 28.683 | -1,29 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 338.573 | 7,45 | 28.041 | 7,27 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 875 | 0,00 | 72 | 0,00 | ||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Welch Group, LLC | 29.463 | -35,41 | 2.433 | -35,61 | ||||
| 2026-02-13 | 13F | Barclays Plc | 1.965.902 | 30,53 | 162.816 | 30,31 | ||||
| 2026-02-03 | 13F | Ballast, Inc. | 214.361 | 4,51 | 17.753 | 4,33 | ||||
| 2026-01-13 | 13F | NerdWallet Wealth Partners, LLC | 111.643 | 1,05 | 9.247 | 0,88 | ||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 43.184 | 35,78 | 3.576 | 35,56 | ||||
| 2026-02-10 | 13F | Latko Wealth Management, Ltd. | 27.518 | 15,79 | 2.279 | 15,63 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | AIA Group Ltd | 751.077 | -57,72 | 62.204 | -57,79 | ||||
| 2026-02-11 | 13F | Portfolio Design Labs, LLC | 147.568 | 0,82 | 12.222 | 0,65 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 8.086 | 2,06 | 670 | 1,83 | ||||
| 2026-02-13 | 13F | Boston Partners | 21.606 | 33,58 | 1.789 | 33,41 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 105 | 0,00 | 9 | 0,00 |

