Grundlæggende statistik
| Institutionelle ejere | 986 total, 986 long only, 0 short only, 0 long/short - change of 7,63% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5763 % - change of -20,64% MRQ |
| Institutionelle aktier (lange) | 239.284.389 (ex 13D/G) - change of 2,74MM shares 1,16% MRQ |
| Institutionel værdi (lang) | $ 10.826.728 USD ($1000) |
Institutionelt ejerskab og aktionærer
SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF (US:SPEM) har 986 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 239,284,389 aktier. Største aktionærer omfatter Creative Planning, Financial Engines Advisors L.L.C., Charles Schwab Investment Management Inc, LPL Financial LLC, Allworth Financial LP, Morgan Stanley, Envestnet Asset Management Inc, Tiaa Trust, National Association, State Street Corp, and Ameriprise Financial Inc .
SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF (ARCA:SPEM) 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 27, 2026 is 50,98 / share. Previously, on April 28, 2025, the share price was 39,22 / share. This represents an increase of 30,00% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 284.562 | -88,94 | 13.320 | -88,94 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 984.839 | -6,18 | 46.100 | -6,18 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 60 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 238 | 0,00 | 11 | 0,00 | ||||
| 2026-01-12 | 13F | Castleview Partners, Llc | 5.693 | 9,40 | 266 | 9,47 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 6.220 | -9,01 | 300 | -7,12 | ||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 37.001 | -1,67 | 1.732 | -1,65 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.684 | 219 | ||||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 6.430 | 301 | ||||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 76.211 | -0,20 | 3.575 | 0,03 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 19 | 1 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 63.598 | 85,73 | 2.977 | 85,83 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 30.730 | 261,91 | 1.438 | 262,22 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 12.121 | 16,95 | 569 | 17,11 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 14.966 | 1,53 | 701 | 1,60 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 491.528 | -38,00 | 22.984 | -39,99 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 263.119 | 28,44 | 12.343 | 28,71 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 36.594 | -0,07 | 1.717 | 0,12 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 300 | 14 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 98 | 5 | ||||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 25.756 | -18,03 | 1.208 | -17,82 | ||||
| 2026-02-02 | 13F | Leslie Global Wealth, LLC | 85.216 | -0,45 | 3.989 | -0,45 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 30.245 | 42,19 | 1.416 | 42,21 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 150.584 | -2,54 | 7.049 | -2,54 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 240 | 0,00 | 11 | 10,00 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 76.270 | -0,42 | 3.570 | -0,42 | ||||
| 2026-02-12 | 13F | FreeGulliver LLC | 6.870 | 0,00 | 322 | 0,00 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 275.306 | 1,56 | 12.915 | 1,78 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 310 | -30,80 | 15 | -30,00 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 51.141 | 17,90 | 2.399 | 18,18 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 225.759 | 41,55 | 10.590 | 41,86 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 543 | 15,04 | 25 | 13,64 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 18.483 | -0,88 | 867 | -0,57 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 19.157 | 6,36 | 899 | 6,52 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 8.304 | 33,98 | 389 | 33,79 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 783 | 26,70 | 0 | |||||
| 2026-04-20 | 13F | Dagco, Inc. | 27 | 0,00 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 229.648 | 1,85 | 10.773 | 2,07 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 20.805 | 0,78 | 974 | 0,72 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 263.729 | 6,70 | 12.345 | 6,70 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1.280 | 0,00 | 60 | 1,69 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 410.735 | 0,64 | 19.227 | 0,64 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 28.649 | -33,92 | 1.308 | -36,49 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 171.276 | -4,54 | 8.017 | 16,46 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 16.253 | -37,20 | 761 | -36,90 | ||||
| 2026-01-23 | 13F | Burney Co/ | 4.531 | 0,00 | 212 | 0,00 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 9.004 | -15,30 | 422 | -15,09 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 35.981 | 2,96 | 1.684 | 3,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1.274.634 | 12,52 | 57.314 | 752,87 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 63 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 10.566 | 0,00 | 495 | 0,00 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 26.724 | 4,71 | 1.251 | 4,69 | ||||
| 2026-04-06 | 13F | CX Institutional | 135.291 | -1,70 | 6 | 0,00 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 41.427 | 0,00 | 1.939 | 0,00 | ||||
| 2026-03-12 | 13F | Vericrest Private Wealth | 21.550 | -62,44 | 1.009 | -49,47 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 202.211 | -5,78 | 9.486 | -5,57 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 4.392 | 0,00 | 206 | 0,00 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 486.940 | 43,88 | 23 | 46,67 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 84.540 | -2,59 | 3.957 | -3,18 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 256 | -15,79 | 12 | -21,43 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 18.682 | 4,82 | 874 | 4,80 | ||||
| 2026-02-17 | 13F | Legacy Wealth Advisors, LLC | 7.840 | 367 | ||||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 26.060 | -5,70 | 1.222 | -11,96 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 8.393 | 393 | ||||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 234.889 | 4,07 | 10.995 | 4,07 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 286.067 | -1,67 | 13.419 | -1,46 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 55.946 | 0,43 | 2.619 | 0,42 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 249.422 | 3,58 | 11.700 | 3,81 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 4.941 | 3,69 | 232 | 3,59 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 7.891 | 0,00 | 370 | 0,27 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 13.379 | 0,00 | 628 | 0,16 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 27.441 | 1,95 | 1.285 | 1,99 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 214 | 10 | ||||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 115.423 | 5.403 | ||||||
| 2026-02-10 | 13F | One Capital Management, LLC | 17.262 | 26,42 | 808 | 26,45 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 663.173 | -7,72 | 31.109 | -7,52 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 89.933 | 28,01 | 4.210 | 28,01 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 9.579 | 0,01 | 448 | 0,00 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 111.093 | -9,48 | 5.200 | -9,47 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 48.272 | 1,76 | 2.264 | 1,98 | ||||
| 2026-04-23 | 13F | Fortitude Financial, LLC | 10.649 | -72,89 | 500 | -72,85 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 3 | 0 | ||||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 1.617 | 265,84 | 76 | 275,00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 17.522 | 2,07 | 822 | 2,24 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 419.004 | 3,39 | 19.614 | 3,39 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Private Trust Co Na | 17.736 | -3,97 | 830 | -3,94 | ||||
| 2026-02-03 | 13F | Sound Financial Strategies Group, LLC | 14.536 | -0,86 | 680 | -0,87 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 11.165 | -0,03 | 524 | 0,19 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 245.014 | 327,82 | 11.469 | 368,70 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 11.002 | 0,00 | 515 | 0,39 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 20.082 | 19,20 | 942 | 17,02 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 786.674 | 2,73 | 36.824 | 2,73 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 430.690 | 3,96 | 20.204 | 4,18 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 45.064 | 3,20 | 2.109 | 3,23 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 2.566 | 0,00 | 120 | 0,00 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 211.226 | -2,04 | 9.887 | -2,04 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 35.600 | -0,06 | 1.670 | 22,00 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 4.380 | 205 | ||||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 190.004 | -43,78 | 8.913 | -43,65 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 127.406 | 0,60 | 5.977 | 0,81 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 11.872 | -7,55 | 556 | -7,65 | ||||
| 2026-02-13 | 13F | Novus Advisors, Llc | 54.510 | -2,66 | 2.552 | -2,67 | ||||
| 2026-02-13 | 13F | Wiregrass Investment Management Llc | 9.789 | 458 | ||||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 9.339 | -0,09 | 438 | 0,23 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 230 | 0,00 | 11 | 0,00 | ||||
| 2026-04-21 | 13F | Maseco Llp | 433 | 0,00 | 20 | 0,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 722.140 | 1,68 | 33.803 | 1,68 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 136.927 | -37,37 | 6.423 | -37,23 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 155.265 | 1,43 | 7.284 | 1,65 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 19.078 | 18,45 | 893 | 18,59 | ||||
| 2026-02-13 | 13F | Kensington Asset Management, LLC | 237.569 | 87,61 | 11.125 | 87,70 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 63.015 | -2,71 | 2.950 | -2,71 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 361.673 | 0,38 | 16.930 | 0,38 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 123.020 | 2,58 | 5.759 | 2,58 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 57.917 | 0,15 | 2.717 | 0,33 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 156 | 0,00 | 7 | 0,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 774.130 | 6,65 | 36.314 | 6,88 | ||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 300 | 0,00 | 14 | 0,00 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 11.797 | -14,57 | 552 | -14,55 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 26.681 | 0,06 | 1.249 | 0,00 | ||||
| 2026-01-09 | 13F | Capital CS Group, LLC | 5.423 | -9,57 | 254 | -9,64 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 5.165 | 5,78 | 242 | 5,70 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 18.407 | 0,24 | 862 | -1,94 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 785.788 | 59,89 | 36.861 | 60,24 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 17.361 | 1,38 | 813 | 1,37 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 8.373 | 0,00 | 393 | 0,26 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 772.689 | 144,47 | 36.170 | 144,47 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 1.053 | 49 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 30.249 | 0,60 | 1.419 | 0,78 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 9.935 | 95,07 | 466 | 95,80 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 22 | 0,00 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 32.418 | -3,69 | 1.521 | -3,49 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 27.947 | 1.311 | ||||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 4.566 | 214 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 48.302 | -21,12 | 2.261 | -21,11 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 556 | 26 | ||||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 227.858 | -32,97 | 10.689 | -32,83 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 666.463 | 7,43 | 34.056 | 13,64 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 255.079 | 19,15 | 11.940 | 19,15 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 4.082 | 191 | ||||||
| 2026-02-04 | 13F | Bensler, LLC | 4.307 | 202 | ||||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 291.873 | 1,66 | 13.692 | 1,88 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 4.934 | 4,51 | 240 | 7,14 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 273.704 | 6,74 | 12.812 | 6,74 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 16.012 | 0,01 | 750 | -1,45 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.941.686 | 4,92 | 90.890 | 4,92 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 154.523 | 2,04 | 7.249 | 2,26 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 27.909 | -0,32 | 1.309 | -0,08 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 101.325 | 18,94 | 4.743 | 18,96 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 333.060 | -4,16 | 16.776 | 3,13 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 24.832 | 3,58 | 1.162 | 3,57 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 298.897 | 4,54 | 13.991 | 4,54 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 286.774 | -1,68 | 13.452 | -1,81 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 43.737 | 0,00 | 2.052 | 0,20 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 193.754 | 100,29 | 9.089 | 100,73 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 21.322 | 998 | ||||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 2.624.918 | -4,24 | 122.872 | -4,24 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 32.662 | 168,89 | 1.529 | 169,01 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 113.136 | 4,47 | 5.296 | 4,46 | ||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 43.217 | 2.023 | ||||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 7.970 | 3,08 | 373 | 3,32 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.539 | -3,30 | 212 | -3,20 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 219.401 | -14,04 | 10.270 | -14,04 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 79.364 | -3,99 | 3.723 | -3,80 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 467 | 22 | ||||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 12.211 | -11,25 | 572 | -11,34 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 2.626.206 | 51,53 | 122.933 | 51,52 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 47.172 | -0,83 | 2.213 | -0,63 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 103.456 | 4,62 | 5.314 | 10,07 | ||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 146.845 | 1,15 | 6.874 | 1,15 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 38.263 | 0,49 | 1.924 | 5,71 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 333.685 | 3,96 | 15.620 | 3,96 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 5.511 | 0,00 | 259 | 0,39 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 9.132 | 0,00 | 428 | 0,23 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 108.890 | 375,40 | 5.097 | 375,47 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13.102 | 3,63 | 613 | 3,72 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 4.043 | 0,82 | 189 | 1,07 | ||||
| 2026-01-26 | 13F | Hassell Wealth Management, LLC | 23.296 | 2,58 | 1.134 | 6,78 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 276 | 0,00 | 13 | 0,00 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 97.141 | 3,33 | 4.557 | 3,55 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.896.475 | 20,70 | 88.774 | 20,70 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 794.939 | -1,08 | 37.291 | -0,87 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 7.343 | -3,16 | 344 | -2,82 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 11.375 | -1,23 | 532 | -1,30 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 1.424 | 90,37 | 67 | 88,57 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 5.464 | -43,77 | 256 | -43,83 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 10.715 | 28,77 | 502 | 28,79 | ||||
| 2026-04-22 | 13F | Motco | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 4.653 | 0,00 | 234 | 5,91 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 2.716 | 1,61 | 127 | 1,60 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 315 | 23,53 | 15 | 27,27 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 6.618 | -5,20 | 310 | -5,21 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 40.418 | -0,02 | 1.896 | 0,21 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 4.688 | 220 | ||||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 13.097 | 73,06 | 401 | 13,28 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 68.927 | 2,28 | 3.226 | 2,28 | ||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Cercano Management LLC | 642.100 | 1.889,47 | 30.057 | 1.890,46 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 1.145 | 0,00 | 54 | 0,00 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 58.471 | 11,24 | 2.743 | 11,46 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 1 | 0,00 | 0 | |||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 93.854 | 8,65 | 4.393 | 8,66 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 10.901 | -0,06 | 510 | 0,00 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 57.809 | 5,21 | 2.712 | 5,40 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 27.264 | 0,00 | 1.279 | 0,16 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 9.653 | -4,03 | 453 | -3,83 | ||||
| 2026-02-17 | 13F | Fmr Llc | 97.705 | 19,74 | 4.574 | 19,74 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 50.613 | -9,70 | 2.374 | -9,49 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 206.937 | 2,38 | 9.687 | 2,38 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 857 | 0,00 | 40 | 0,00 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 197.454 | 35,51 | 9.243 | 35,51 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 8.722 | 3,27 | 408 | 3,29 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 16.402 | 4,81 | 768 | 4,78 | ||||
| 2026-04-24 | 13F | Optas, LLC | 90.890 | 0,32 | 4.264 | 0,52 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 22.975 | 5,78 | 1.075 | 5,81 | ||||
| 2026-02-13 | 13F | State Street Corp | 4.419.838 | 23,14 | 206.893 | 23,14 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 527.582 | 7,35 | 24.696 | 7,36 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 498 | 271,64 | 23 | 283,33 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 97.338 | 1,66 | 4.556 | 1,67 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 628 | 29 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 17.180 | 22,44 | 809 | 23,17 | ||||
| 2026-01-26 | 13F | David Kennon Inc | 154.536 | -2,08 | 7.234 | -2,08 | ||||
| 2026-02-10 | 13F | Kesler, Norman & Wride, LLC | 5.483 | 257 | ||||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 24.591 | 20,81 | 1.151 | 20,90 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 140.501 | 4,17 | 6.886 | 9,06 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 1.755 | 101,96 | 82 | 105,00 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 33.329 | 364,13 | 1.560 | 364,29 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 160.460 | -0,46 | 7.511 | -0,46 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 4.410 | 2,32 | 207 | 2,49 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 990.493 | 184,14 | 46.366 | 184,16 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 22.146 | 4,15 | 1.039 | -1,14 | ||||
| 2026-01-30 | 13F | Capital Developers, LLC | 15.285 | 715 | ||||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 55.849 | 2.614 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 32.255 | 1,57 | 1.510 | 1,55 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 14.661 | 4,06 | 688 | 4,25 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 39.886 | -4,65 | 1.867 | -4,65 | ||||
| 2026-01-23 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 86.033 | -3,65 | 4.027 | -3,64 | ||||
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 6.068 | 0,00 | 284 | 0,00 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 106 | 0,00 | 5 | 0,00 | ||||
| 2026-02-09 | 13F | Redmond Asset Management, LLC | 8.176 | -0,79 | 383 | -0,78 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 91.802 | -0,94 | 4.306 | -0,74 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 259 | 0,00 | 12 | 0,00 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 42 | 0,00 | 2 | 0,00 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 42.939 | 1,88 | 2.010 | 1,88 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 42.732 | 351,86 | 2.000 | 352,49 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 14.608 | 5,59 | 684 | 5,56 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 473 | 1,07 | 22 | 4,76 | ||||
| 2026-04-22 | 13F | Vicus Capital | 571.782 | 32,60 | 26.822 | 32,88 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 7.735 | -1,82 | 363 | -1,63 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 15.273 | 98,40 | 715 | 98,33 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 52.684 | 0,63 | 2.471 | 0,86 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 84.935 | -0,74 | 3.984 | -0,52 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 46 | 2 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.362 | 19,86 | 158 | 19,85 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 8.490 | 1,46 | 398 | 1,79 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 30.198 | -0,30 | 1.414 | -0,28 | ||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 43 | 0,00 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 4.910 | 0,00 | 230 | 0,44 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 552.484 | 598,01 | 25.862 | 598,00 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 31.274 | -0,22 | 1.467 | 0,00 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 1.724 | -0,29 | 81 | 0,00 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 199.756 | 106,20 | 9.351 | 106,22 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 17.645 | -4,46 | 1 | |||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 7.793 | -18,64 | 366 | -18,53 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 139.014 | 8,53 | 6.521 | 8,77 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 5.573 | -3,66 | 261 | -3,70 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 7.397 | 346 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 250 | 0,00 | 12 | 0,00 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 334 | 0,00 | 16 | 0,00 | ||||
| 2026-02-10 | 13F | Hilltop Partners LLC | 12.252 | -6,19 | 574 | -6,22 | ||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 4.955 | 232 | ||||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 255.169 | -37,46 | 11.970 | -37,33 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 5.254 | 0,00 | 246 | 0,00 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 7.265 | 340 | ||||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 269.582 | 23,13 | 12.619 | 23,14 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 19.683 | -0,73 | 921 | -0,75 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 506.890 | 23.728 | ||||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 1.137.274 | -0,36 | 53.236 | -0,36 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 190.009 | 240,51 | 8.944 | 242,38 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 5.142 | 0,00 | 241 | 0,42 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 103.526 | 284,73 | 4.846 | 284,91 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 17.302 | -1,18 | 812 | -0,98 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 21.068 | -2,57 | 988 | -2,37 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 274 | 13 | ||||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.716 | 80 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 30.705 | 0,00 | 1.437 | 0,00 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 42.064 | -22,65 | 1.973 | -22,48 | ||||
| 2025-11-12 | 13F | Journey Strategic Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Palatine Hill Wealth Management, LLC | 127.490 | 5.968 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 11.169 | 129,34 | 524 | 130,40 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 3.738 | -5,39 | 175 | -5,43 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 112.510 | 0,00 | 5.267 | 0,00 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 19.911 | -0,03 | 934 | 0,21 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 9.030 | 4,42 | 423 | 4,46 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 421.980 | 6,59 | 19.753 | 6,58 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 277 | 0,00 | 13 | 0,00 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 1.141.239 | -2,92 | 53.424 | -3,69 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 33.738 | 30,55 | 1.583 | 30,85 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 151.969 | -1,61 | 7.114 | 7,76 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 51.576 | 6,55 | 2.511 | 8,84 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 27.676 | 5,92 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1.128 | 53 | ||||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 276 | 1,47 | 13 | 0,00 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 32.918 | 4,32 | 1.544 | 4,54 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 452 | 21 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 2.371 | 33,80 | 111 | 32,53 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 19.761 | -2,74 | 925 | -2,73 | ||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 9.238 | -32,53 | 433 | -32,34 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 116.714 | 3,76 | 5.463 | 3,76 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 14.669 | 22,80 | 687 | 22,72 | ||||
| 2026-01-27 | 13F | SageGuard Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 11.221 | 775,96 | 525 | 789,83 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 15.587.049 | 12,72 | 729.630 | 12,72 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 37.462 | 1,47 | 1.754 | 1,45 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 4.130.031 | -6,80 | 193.304 | -6,83 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 155.218 | -2,62 | 7.281 | -2,41 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.967.527 | 9,56 | 92.100 | 9,56 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 5.967 | 279 | ||||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 859 | 40 | ||||||
| 2026-02-10 | 13F | Argent Trust Co | 16.009 | -5,05 | 749 | -5,07 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 473 | 22 | ||||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 13.360 | 2,21 | 625 | 2,29 | ||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 362.435 | 0,16 | 16.966 | 0,15 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 9.280 | 11,15 | 434 | 11,28 | ||||
| 2026-02-12 | 13F | Collier Financial | 94.435 | -7,06 | 4.421 | -7,06 | ||||
| 2025-11-10 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 4.809 | 226 | ||||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 2.206 | 0,00 | 103 | 9,57 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 20.633 | -1,29 | 966 | -1,23 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 2.162.944 | 2,78 | 101.247 | 2,78 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 4.880 | 0,00 | 228 | 0,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 40.794 | 5,88 | 1.914 | 6,10 | ||||
| 2025-11-14 | 13F | Knightsbridge Asset Management, Llc | 434.347 | -1,00 | 20.332 | 8,42 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 1.984 | 93 | ||||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 36.790 | 14,72 | 1.722 | 14,72 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 658.009 | -13,96 | 30.801 | -13,96 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 124.303 | -2,92 | 5.819 | -2,92 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 15 | 1 | ||||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 248.912 | 17,11 | 11.676 | 17,36 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 5.593 | -10,37 | 262 | -10,27 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 6.290 | 8,11 | 295 | 8,46 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 156.103 | 9,01 | 7.323 | 9,23 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 24.957 | -1,46 | 1.168 | -1,43 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 42.498 | 7,47 | 1.994 | 7,67 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 14.498 | 34,02 | 730 | 44,07 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 32.425 | -12,15 | 1.521 | -11,93 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 80.387 | 5,13 | 3.763 | 5,11 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 25.750 | 0,98 | 1.208 | 1,17 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 215 | 10 | ||||||
| 2026-01-29 | 13F | Quent Capital, LLC | 55.849 | 1,33 | 2.614 | 1,36 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 11 | 1 | ||||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 42.641 | 124,06 | 1.996 | 124,27 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 2.592 | 121 | ||||||
| 2026-04-24 | 13F | Balentine LLC | 5.013 | -38,62 | 235 | -38,48 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 18.897 | 9,29 | 885 | 9,27 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 72.750 | -7,21 | 3.405 | -7,20 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 800 | 0,00 | 37 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 685 | 0,00 | 32 | 0,00 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 1.351 | 0,00 | 63 | 0,00 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 690.861 | 6,76 | 32.408 | 6,99 | ||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 164.710 | -1,20 | 8.221 | 5,52 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 15.506 | 735 | ||||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 228.093 | 13,15 | 10.677 | 13,15 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 17.085 | 208,62 | 801 | 209,27 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 10.770 | 6,06 | 504 | 6,11 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 6.220 | -7,04 | 291 | -7,03 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 15.706 | 737 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 67.190 | 98,56 | 3.152 | 99,05 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 49 | 4.800,00 | 2 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 217.444 | 21,07 | 10.179 | 21,07 | ||||
| 2026-02-09 | 13F | Optimist Retirement Group LLC | 144.062 | 0,19 | 6.744 | 0,19 | ||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 57.009 | -3,82 | 2.674 | -3,60 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32.650 | -82,80 | 1.532 | -82,77 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Orcam Financial Group | 13.796 | 0,53 | 646 | 0,47 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 11.763 | 1,35 | 551 | 1,29 | ||||
| 2026-02-04 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 229.283 | -4,00 | 10.733 | -4,00 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 747 | -1,97 | 35 | -2,86 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 16.003 | -69,28 | 751 | -69,24 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 29.421 | 11,21 | 1.380 | 11,47 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 3.464 | 0,00 | 162 | 0,00 | ||||
| 2026-04-13 | 13F | Trust Co | 5.723 | 26,64 | 268 | 27,01 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 4.468 | 0,79 | 210 | 0,97 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 42.962 | -0,23 | 2.011 | -2,19 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 42.103 | 102,83 | 1.971 | 102,88 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 1.811.376 | 7,80 | 84.791 | 7,80 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 2.397 | 0,00 | 112 | 0,00 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 11.342 | 3,33 | 531 | 3,31 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 72.117 | -21,75 | 3.376 | -23,38 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 193 | -55,01 | 9 | -55,00 | ||||
| 2026-04-16 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 3.471 | 0,00 | 162 | 0,00 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 67.067 | 1,72 | 3.139 | 1,72 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 204.658 | 18,21 | 9.601 | 18,47 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 51.355 | 3,90 | 2.409 | 4,15 | ||||
| 2025-10-29 | 13F | First Financial Group Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Partners in Financial Planning | 68.367 | -0,50 | 3.200 | -0,50 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 35.641 | 9,00 | 1.668 | 9,02 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 4.954 | 0,00 | 232 | 0,00 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 92.443 | 6.460,89 | 4.327 | 6.556,92 | ||||
| 2026-02-12 | 13F | Bahl & Gaynor Inc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 4.941 | 231 | ||||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 26.845 | 0,42 | 1.257 | 0,40 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 81.265 | -5,65 | 3.998 | -0,82 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 9.457 | 0,05 | 444 | 0,23 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 5.744 | 0,00 | 268 | 0,00 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 15.194 | 13,15 | 711 | 13,22 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 28.392 | -1,37 | 1.329 | -1,34 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 8.958 | 16,37 | 419 | 16,39 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 83.507 | 0,53 | 3.909 | 0,51 | ||||
| 2026-02-10 | 13F | Ade, Llc | 98.133 | -0,05 | 4.594 | -0,04 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 8.802 | -90,45 | 412 | -90,45 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 2.768 | 0,00 | 130 | 0,00 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 4.598.359 | -2,33 | 215.249 | -2,33 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 931 | 44 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 9.124 | 2,89 | 428 | 3,13 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 663.516 | -15,18 | 31 | -13,89 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.608 | 0,00 | 75 | 0,00 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 7.923 | -4,01 | 371 | -4,15 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.307 | -38,75 | 0 | |||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Okabena Investment Services Inc | 4.278 | 200 | ||||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 5.484 | 0,86 | 257 | 0,79 | ||||
| 2026-02-10 | 13F | Main Management ETF Advisors, LLC | 249.130 | 9,18 | 12 | 10,00 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 15.874.429 | 20,07 | 743.082 | 20,07 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 185.754 | 8.695 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 61.362 | 44,36 | 2.888 | 45,15 | ||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 6.655 | 312 | ||||||
| 2026-02-10 | 13F | Mitchell Capital Management Co | 5.195 | 0,00 | 243 | 0,00 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 86.182 | 1,40 | 4.043 | 1,61 | ||||
| 2026-02-13 | 13F/A | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 67.935 | 5,31 | 3.180 | 5,33 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 91.275 | -5,68 | 4 | 0,00 | ||||
| 2026-01-27 | 13F | Tranquilli Financial Advisor LLC | 82.146 | -0,50 | 3.845 | -0,49 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11.464 | 20,75 | 538 | 20,95 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 597.277 | 968,80 | 28.018 | 971,43 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 38.597 | 24,15 | 1.807 | 24,12 | ||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 5.012 | 238 | ||||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 6.177 | -0,50 | 290 | -0,34 | ||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 10.408 | -1,13 | 487 | -1,02 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 67.992 | 6,46 | 3.183 | 6,46 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 2 | 0 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 240 | 11 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 29.207 | -1,13 | 1.370 | -0,87 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 9.179 | -6,74 | 430 | -6,74 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 156 | 0,00 | 7 | 0,00 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 195.155 | 9.155 | ||||||
| 2026-01-29 | 13F | RMR Wealth Builders | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 23.880 | -1,04 | 1.118 | -1,06 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 289.743 | -48,50 | 13.592 | -48,39 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 144.606 | -0,57 | 6.783 | -0,35 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 43.878 | -2,68 | 2.058 | -2,46 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 268.504 | -88,40 | 12.569 | -88,40 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 87.006 | 67,26 | 4.073 | 67,30 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 812.952 | 9,35 | 38 | 11,76 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 6.938 | -19,53 | 325 | -19,35 | ||||
| 2026-01-21 | 13F | Alliance Wealth Management Group | 89.551 | -6,19 | 4.192 | -6,20 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 143.845 | 9,19 | 6.748 | 9,42 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 4.775 | 224 | ||||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 377.461 | 3,21 | 17.707 | 3,43 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 21.400 | 1.002 | ||||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 3.718 | 268,85 | 174 | 270,21 | ||||
| 2026-02-06 | 13F | Municipal Employees' Retirement System of Michigan | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 28.402 | -1,27 | 1.332 | -1,04 | ||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 15.103 | -1,65 | 707 | -1,67 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 26.271 | 6,95 | 1.230 | 6,96 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 3.253.661 | 0,56 | 152.304 | 0,60 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 49.150 | 18,71 | 2.306 | 18,94 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 585.941 | -0,88 | 27.487 | -0,67 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 3.866.690 | 68,05 | 181.000 | 68,05 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 292.134 | 39,81 | 10.839 | 11,95 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 6.069 | 284 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 142.494 | 131,92 | 6.684 | 132,41 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 28.536 | 49,04 | 1.339 | 49,33 | ||||
| 2026-02-11 | 13F | CSM Advisors, LLC | 58.716 | 6,26 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 351 | -72,27 | 16 | -72,88 | ||||
| 2026-02-19 | 13F | ATX Financial Planning, LLC | 14.781 | 692 | ||||||
| 2026-04-15 | 13F | RCW Management, LLC | 13.941 | 56,94 | 654 | 57,35 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 21.304 | 0,00 | 997 | 0,00 | ||||
| 2026-02-04 | 13F | Urban Financial Advisory Corp | 9.962 | 2,46 | 466 | 2,42 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 47.285 | 3,68 | 2.213 | 3,70 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 195 | 0,00 | 9 | 0,00 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 15.378 | -3,01 | 720 | -3,10 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 67.753 | -2,03 | 3.172 | -2,04 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 32.543 | 3,47 | 1.523 | 3,46 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 234 | 11 | ||||||
| 2026-02-06 | 13F | Plan A Wealth LLC | 22.301 | -22,40 | 1.044 | -22,45 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 3 | 0,00 | 0 | |||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 134.409 | 1,28 | 6.395 | 12,75 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 708.008 | 4,06 | 33 | 6,45 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 39.962 | 6,64 | 1.875 | 6,84 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 22.250 | -4,80 | 1.044 | -4,66 | ||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 804.351 | 545,21 | 37.652 | 545,26 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 7.012 | 4,70 | 329 | 4,79 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 370 | 0,00 | 17 | 0,00 | ||||
| 2026-02-17 | 13F | Quantitative Investment Management, LLC | 10.566 | 0 | ||||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 6.074 | 0,00 | 285 | 0,00 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 24.065 | 26,31 | 1.129 | 26,60 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 112.039 | -2,19 | 5.401 | 0,75 | ||||
| 2026-04-08 | 13F | KWB Wealth | 476.256 | -6,83 | 22.294 | -6,83 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 731 | 24.266,67 | 34 | |||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 263.455 | 12.332 | ||||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 8.154 | -1,81 | 382 | -1,80 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 113 | 0,00 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 55.811 | 6,53 | 2.613 | 6,53 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 23.585 | -9,91 | 1.106 | -9,71 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 102.363 | 0,00 | 4.226 | 0,00 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 1.163 | 55 | ||||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 428.795 | 4,48 | 20.072 | 4,48 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 11.754 | -2,07 | 550 | -1,96 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 334.630 | 3,78 | 16 | 0,00 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 11.102 | 20,43 | 520 | 20,42 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 15.175 | 36,39 | 712 | 36,73 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 47.565 | -0,05 | 2.227 | -0,04 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 16.529 | -0,31 | 845 | 3,69 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 13.031 | 610 | ||||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 34.998 | 18,08 | 1.638 | 18,10 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 2.528 | -0,08 | 118 | 0,00 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 59.940 | 3,07 | 2.806 | 3,05 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 6.984 | -53,53 | 328 | -53,49 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 89.336 | 6,08 | 4.182 | 16,17 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 54.089 | -3,57 | 2.537 | -3,35 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 6.888 | -4,81 | 323 | -4,44 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 197.863 | 5,30 | 9.262 | 5,29 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 527.337 | 12,06 | 24.685 | 11,66 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 7.246 | 52,77 | 340 | 52,70 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 5.176 | 242 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 329 | -11,80 | 15 | -11,76 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 364.939 | 23,27 | 17.083 | 23,26 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 6.415 | -71,83 | 300 | -70,56 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 8.595 | 30,72 | 402 | 30,94 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 56 | 0,00 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 9.421 | 4,83 | 442 | 5,00 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 596.148 | -6,94 | 27.906 | 1,92 | ||||
| 2026-04-23 | 13F | American National Bank | 68 | 0,00 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 12.250 | 0,00 | 575 | 0,17 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 137.667 | 8,28 | 6 | 20,00 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 6.239 | 0,00 | 292 | 0,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.226.440 | -7,49 | 57.415 | -5,72 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 73.756 | 3,88 | 3.453 | 3,88 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 5.021 | -0,69 | 236 | -0,42 | ||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 88.547 | -2,98 | 4 | 0,00 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 20.358 | -9,87 | 953 | -9,93 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 137.274 | -1,10 | 6.426 | -1,11 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 26.073 | -35,09 | 1.223 | -34,95 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 160 | 8 | ||||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 17.000.839 | -2,06 | 795.809 | -2,06 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 396 | 19 | ||||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 6.753 | 0,00 | 316 | 0,00 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 32.994 | 2,89 | 1.545 | 3,34 | ||||
| 2026-01-29 | 13F | Traction Financial Partners, LLC | 7.971 | 8,11 | 373 | 8,12 | ||||
| 2026-01-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 67.332 | -51,04 | 3.152 | -46,39 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 9.507 | 4,96 | 445 | 4,95 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 946 | 6,89 | 44 | 7,32 | ||||
| 2026-01-21 | 13F | Jefferson Bridge Capital, LLC | 15.592 | 730 | ||||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 7.318 | -0,48 | 343 | -0,29 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 126.770 | 4,91 | 5.947 | 5,13 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 44.088 | 7,75 | 2.068 | 7,99 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 67.973 | 0,57 | 3.189 | 0,79 | ||||
| 2026-02-05 | 13F | Compton Financial Group, LLC | 369.922 | 0,45 | 17.316 | 0,45 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 15.695 | 11,30 | 736 | 11,52 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 24.023 | -1,97 | 1.127 | -1,83 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 8.870 | -1,29 | 415 | -1,19 | ||||
| 2026-02-17 | 13F | Creative Planning | 22.040.467 | -1,47 | 1.031.714 | -1,47 | ||||
| 2026-01-27 | 13F | Chaney Capital Management, Inc. | 426.734 | 0,23 | 19.975 | 0,24 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 361 | 165,44 | 17 | 166,67 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 188.990 | 8,66 | 8.866 | 8,89 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 114.589 | -4,99 | 5.364 | -5,00 | ||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 11.466 | 0,00 | 537 | 0,00 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 4.732 | 0,00 | 222 | 0,00 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 9.355.461 | 1,02 | 437.929 | 1,02 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 44.532 | 2,93 | 2.089 | 3,11 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 300.161 | 96,09 | 14.051 | 96,09 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.837 | 0,00 | 86 | 8,97 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 17.240 | -0,53 | 809 | -0,37 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 15.779 | 0,50 | 739 | 0,54 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 46.808 | 9,69 | 2.196 | 9,91 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 21.500 | 46,44 | 1.009 | 46,72 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 120.091 | 17,70 | 5.653 | 18,34 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 223.337 | 6,09 | 10.454 | 6,09 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 62.264 | 97,61 | 2.915 | 97,69 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 8.986 | 18,11 | 421 | 17,98 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 63 | 0 | ||||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 11.824 | 0,00 | 555 | 0,18 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 3 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Sun Financial Inc | 4.290 | 201 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 40.308 | 1,63 | 1.887 | 1,62 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 31.875 | 41,97 | 1.495 | 42,38 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 233.494 | -1,12 | 10.953 | -0,90 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 16.782 | -4,25 | 786 | -4,27 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 865.271 | -0,52 | 40.590 | -0,31 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 188.388 | -5,88 | 8.837 | -9,69 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 3.165 | 148 | ||||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 170 | 0,00 | 8 | 0,00 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 25.435 | -1,34 | 1.191 | -1,33 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 10.905 | -79,50 | 512 | -79,48 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 50.881 | -1,20 | 2.387 | -1,00 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Montz Harcus Wealth Management LLC | 23.897 | 4,36 | 1.119 | 4,39 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 106.246 | -1,25 | 4.984 | -1,05 | ||||
| 2026-01-15 | 13F | Cobblestone Asset Management LLC | 231.738 | 25,83 | 10.848 | 25,82 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 10.076 | 0,00 | 472 | 0,00 | ||||
| 2026-02-17 | 13F | Strategic Financial Planning, Inc. | 39.233 | -0,90 | 1.836 | -0,92 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 42.054 | 0,00 | 1.969 | 0,00 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 682 | 4,12 | 32 | 14,81 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 125.388 | -1,46 | 5.882 | -1,26 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 31.640 | 1.481 | ||||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 6.118 | 1,21 | 287 | 1,77 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 14.417 | 6,85 | 676 | 7,13 | ||||
| 2026-02-17 | 13F | Valley Financial Group, Inc. | 16.764 | -4,96 | 785 | -4,97 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 134.712 | -0,47 | 6.319 | -0,25 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 123.110 | -0,70 | 5.775 | -0,48 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 216.958 | 1,51 | 10.178 | 1,73 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 1.126.823 | 1,87 | 52.747 | 1,87 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 34.402 | 1,56 | 1.610 | 1,58 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 220.807 | 54,20 | 10.358 | 54,55 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 43.484 | 46,12 | 2.035 | 47,89 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 9.763 | -10,88 | 0 | |||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 621 | 0,00 | 29 | 0,00 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 12.103 | 16,08 | 567 | 15,98 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 5.173 | 242 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 11.544 | 0,00 | 542 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 287.316 | 7,87 | 13.449 | 7,87 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 172.028 | 1,57 | 8.053 | 1,58 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 21.650 | -2,14 | 1.013 | -2,13 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 487.241 | 0,28 | 22.808 | 0,27 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 484 | 1,47 | 23 | 0,00 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 33.913 | 13,97 | 1.587 | 14,01 | ||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 13.778 | -43,90 | 646 | -43,78 | ||||
| 2026-01-15 | 13F | Range Financial Group LLC | 23.844 | 6,62 | 1.116 | 6,69 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Colton Groome Financial Advisors, Llc | 69.243 | -1,64 | 3.241 | -1,64 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 507 | 133,64 | 24 | 130,00 | ||||
| 2026-02-06 | 13F | Red Wave Investments LLC | 118.941 | -1,38 | 5.568 | -1,38 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 6.571 | 308 | ||||||
| 2026-02-11 | 13F | Truepoint, Inc. | 4.290 | 201 | ||||||
| 2026-02-19 | 13F | Jacobs Equity LLC | 10.236 | 479 | ||||||
| 2026-01-23 | 13F | Peak Financial Management, Inc. | 260.011 | 0,32 | 12.171 | 0,32 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 6.688 | 0,00 | 314 | 0,00 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 249.839 | 243,41 | 11.695 | 289,41 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 3.454 | 104,26 | 162 | 103,80 | ||||
| 2026-02-23 | 13F | Forthright Family Wealth Advisory LLC | 26.125 | -1,41 | 1.223 | -1,45 | ||||
| 2026-02-23 | 13F | Investments & Financial Planning, LLC | 4.355 | -4,39 | 204 | -4,69 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 6.077 | 0,25 | 285 | -3,39 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Novem Group | 36.616 | 1,62 | 1.718 | 1,84 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 38.934 | 2,15 | 1.826 | 2,35 | ||||
| 2026-04-14 | 13F | BayBridge Capital Group, LLC | 62.040 | 0,00 | 2.904 | 0,00 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 40.629 | -6,64 | 1.902 | -6,68 | ||||
| 2026-01-20 | 13F | Coign Capital Advisors LLC | 14.754 | -6,84 | 691 | -6,88 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 34.747 | -0,34 | 1.630 | -0,12 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 582 | -94,81 | 27 | -94,85 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 12.149 | 569 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 200.476 | -51,20 | 9.404 | -51,10 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 52.095 | 66,19 | 2.439 | 66,19 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 28.326 | 11,75 | 1.329 | 11,97 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 444 | 0,00 | 21 | 0,00 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 27.021 | -45,05 | 1.268 | -44,94 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 45.949 | 0,00 | 2.151 | 0,00 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 70 | 0,00 | 3 | 0,00 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 104 | 5 | ||||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 943 | 0,00 | 44 | 0,00 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 61.536 | 3,17 | 2.881 | 3,19 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 4.799 | 225 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 51.531 | 2,38 | 2.412 | 2,38 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 5.100 | 0,00 | 239 | 0,00 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 14.131 | -0,32 | 661 | -0,30 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 64.644 | 4,36 | 3.032 | 4,59 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 8.410 | 410,63 | 394 | 410,39 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 4.780 | 100,00 | 230 | 104,46 | ||||
| 2026-04-07 | 13F | Eastern Bank | 189 | 293,75 | 9 | 300,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 322 | 15 | ||||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 1.367 | -1,73 | 64 | -1,54 | ||||
| 2026-02-06 | 13F | Intrust Bank Na | 82.401 | 3,03 | 3.857 | 3,05 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 88.449 | 4,63 | 4.149 | 4,85 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 6.390 | -0,45 | 300 | -0,33 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 8.432 | -0,01 | 396 | 0,25 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 144 | 7 | ||||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 9.061 | -1,51 | 424 | -1,40 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 7.751 | 62,94 | 363 | 63,06 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 56.784 | -24,93 | 2.664 | -24,77 | ||||
| 2026-01-23 | 13F | Axos Invest Inc. | 69.744 | 122,00 | 3.265 | 122,04 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 24 | 0,00 | 1 | 0,00 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 1.015.409 | 44,72 | 47.531 | 44,72 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 626 | 0,00 | 29 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 218.216 | 5,24 | 10.215 | 5,24 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 573 | -32,67 | 27 | -33,33 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 194.840 | 1,92 | 9.120 | 1,92 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.209.880 | 6,26 | 103.255 | 6,04 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 8.497 | 52,74 | 399 | 53,08 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 5.391 | -2,37 | 252 | -2,33 | ||||
| 2026-02-13 | 13F | Global Endowment Management, LP | 41.231 | -2,07 | 1.930 | -2,03 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 39.984 | -4,05 | 1.872 | -4,05 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 5.374.231 | -22,64 | 251.568 | -22,64 | ||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 601.163 | 1,86 | 29.042 | 3,23 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 713.918 | 3,24 | 33.418 | 3,24 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 15.397 | 15,95 | 721 | 15,94 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 1.007 | 0,20 | 47 | 0,00 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 34.038 | -7,81 | 1.597 | -7,64 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 10.504 | -7,49 | 493 | -7,34 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 60.435 | 6,15 | 2.835 | 6,38 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Bravias Capital Group, LLC | 16.837 | 4,96 | 788 | 5,07 | ||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 49.102 | -4,66 | 2.299 | -4,61 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 17.360 | -7,83 | 813 | -7,83 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 37.403 | -1,37 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 134.906 | 8,11 | 6.328 | 8,34 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 63.295 | 8,66 | 2.969 | 8,91 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 28.251 | -4,92 | 1.322 | -4,89 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 18.519 | -31,04 | 867 | -31,11 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Lpwm Llc | 380.104 | 17.831 | ||||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 22.547 | 0,00 | 1.058 | 0,19 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 21.186 | 40,11 | 1.041 | 47,10 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-27 | 13F | Fell Capital Management /adv | 4.435 | 208 |
