Grundlæggende statistik
| Institutionelle ejere | 728 total, 728 long only, 0 short only, 0 long/short - change of 3,99% MRQ |
| Gennemsnitlig porteføljeallokering | 1.0081 % - change of -1,65% MRQ |
| Institutionelle aktier (lange) | 97.168.441 (ex 13D/G) - change of 2,26MM shares 2,38% MRQ |
| Institutionel værdi (lang) | $ 7.241.398 USD ($1000) |
Institutionelt ejerskab og aktionærer
SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (US:SPTM) har 728 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 97,168,441 aktier. Største aktionærer omfatter LPL Financial LLC, Cwm, Llc, Creative Planning, Private Advisor Group, LLC, RMG Wealth Management LLC, Valmark Advisers, Inc., Toroso Investments, LLC, Assetmark, Inc, Wealthcare Advisory Partners LLC, and Hughes Financial Services, LLC .
SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (ARCA:SPTM) 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 29, 2026 is 86,35 / share. Previously, on April 30, 2025, the share price was 67,34 / share. This represents an increase of 28,23% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 905 | 72 | ||||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 2.545 | 0,00 | 220 | 4,78 | ||||
| 2025-11-06 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 96.528 | -1,15 | 7.632 | -5,28 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 422 | 0,24 | 35 | 3,03 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 3.176 | 18,42 | 262 | 21,30 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 324 | 0,31 | 27 | 0,00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 145 | 0,00 | 11 | 0,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 27.719 | 22,22 | 2.191 | 17,10 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 2.034 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 10.128 | 12,16 | 842 | 16,00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 327 | 0,00 | 26 | -3,85 | ||||
| 2026-02-12 | 13F | FreeGulliver LLC | 96.704 | 0,54 | 7.978 | 2,85 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.519 | 12,41 | 373 | 14,81 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 50 | 0,00 | 4 | -25,00 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3.397 | 8,39 | 269 | 3,88 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 57.521 | -0,59 | 4.746 | 1,76 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 6.116 | 505 | ||||||
| 2026-02-03 | 13F | Lumbard & Kellner, LLC | 14.330 | 0,00 | 1.182 | 2,34 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 1.789 | 0,00 | 144 | 8,27 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 8.622 | -0,08 | 682 | -4,22 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2.654 | 210 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 19.670 | -55,48 | 1.623 | -54,48 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 94 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 485.989 | -6,07 | 38.422 | -9,99 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 9.466 | 4,49 | 781 | 6,85 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 5.735 | 57,99 | 473 | 61,99 | ||||
| 2026-02-04 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 210.628 | -15,04 | 17 | -20,00 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 65.631 | 2,50 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 15.453 | -4,32 | 1.290 | -3,23 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 33.348 | 0,93 | 2.751 | 3,27 | ||||
| 2026-02-13 | 13F | Intrepid Financial Planning Group LLC | 5.793 | -0,87 | 478 | 1,27 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 103.310 | -10,91 | 8.523 | -8,86 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.431.332 | 6,58 | 118.085 | 9,02 | ||||
| 2026-02-11 | 13F | Napier Financial, LLC | 11.376 | 939 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 291 | 7,38 | 23 | 0,00 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 91.019 | -3,70 | 7.509 | -1,48 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 55 | 0,00 | 5 | 0,00 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 8.811 | -8,05 | 697 | -11,90 | ||||
| 2026-01-26 | 13F | Prosperity Financial Group, Inc. | 11.608 | -4,05 | 958 | -1,85 | ||||
| 2026-02-10 | 13F | Seven Springs Wealth Group, LLC | 5.091 | 0,00 | 420 | 2,44 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 226.389 | -20,87 | 18.677 | -19,06 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 347.081 | 4,75 | 28.634 | 7,16 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 13.604 | -37,44 | 1.076 | -40,08 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 9.685 | 799 | ||||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 18.633 | -0,74 | 1.473 | -4,84 | ||||
| 2026-02-13 | 13F | Alchemi Wealth, LLC | 2.465 | 203 | ||||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 10.212 | -14,44 | 843 | -12,47 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 392 | 0,00 | 32 | 3,23 | ||||
| 2026-02-03 | 13F | Ridgeline Wealth Planning, LLC | 10.879 | 0,00 | 898 | 2,28 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 5.659 | 0,05 | 447 | 41,90 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 3.197 | -14,08 | 264 | -12,33 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 562.548 | -40,73 | 44.475 | -43,20 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 3.265 | -4,42 | 258 | -8,19 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 584 | 0,00 | 48 | 2,13 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 2.927 | 0,00 | 231 | -4,15 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 15.492 | 3,47 | 1.278 | 5,88 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Zhang Financial LLC | 263.693 | -1,23 | 21.755 | 1,04 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 11.335 | -0,33 | 896 | -4,48 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 1.051 | 0,29 | 87 | 2,38 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 7.703 | 0,00 | 609 | -4,25 | ||||
| 2026-04-22 | 13F | DORVAL Corp | 292.442 | -8,13 | 23.120 | -11,96 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Commerce Bank | 2.821 | 0,00 | 233 | 2,20 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 6.322 | -22,58 | 522 | -20,82 | ||||
| 2026-02-05 | 13F | L & S Advisors Inc | 14.820 | 0,41 | 1.223 | 2,69 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 1.112 | 0,00 | 92 | 2,25 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 2.486 | 0,00 | 205 | 2,50 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 38.980 | -4,16 | 3.216 | -1,98 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 885.980 | -0,76 | 70.046 | -4,90 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 2.879 | 16,23 | 238 | 19,10 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 12.455 | -4,97 | 1.028 | -2,84 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 2.298 | 0,00 | 182 | -4,23 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 190.833 | 1,07 | 15.744 | 104.853,33 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 276 | 0,00 | 23 | 0,00 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 11.033 | 0,00 | 910 | 2,36 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 25.078 | -1,23 | 2.069 | 1,03 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 18.792 | 38,24 | 1.550 | 41,42 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 24.116 | -2,36 | 1.907 | -6,43 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 2.576 | -49,13 | 213 | -48,04 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 8 | 0,00 | 1 | |||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 27.523 | 0,94 | 2.176 | -3,29 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 4.223 | 0,00 | 334 | -4,31 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 552 | 0,00 | 46 | 2,27 | ||||
| 2026-03-13 | 13F | Lane Brothers & Co Inc | 37.242 | 3.072 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 625.039 | 4,19 | 51.566 | 6,58 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 262 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 3.027 | 0,00 | 239 | 0,00 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 39.837 | 0,29 | 3.287 | 2,59 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 22.070 | 2,77 | 1.745 | -1,52 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 576 | 48 | ||||||
| 2026-02-12 | 13F | JT Stratford LLC | 76.456 | 1,17 | 6.308 | 3,50 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 63.475 | -7,40 | 5.237 | -5,28 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 80.225 | 0,63 | 6.619 | 2,94 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 26.541 | -78,17 | 2.098 | -79,08 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 288.268 | -0,99 | 22.790 | -6,34 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 23.152 | 0,04 | 1.910 | 2,36 | ||||
| 2026-02-04 | 13F | Flagship Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 426 | 0,00 | 34 | -5,71 | ||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 2.890 | 0,00 | 238 | 2,15 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 167.918 | 5,24 | 13.853 | 7,65 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 32.012 | 4,55 | 2.641 | 6,93 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 15.916 | 0,00 | 1.258 | -4,19 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 720.467 | -0,75 | 59.439 | 1,53 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 74.652 | -5,25 | 5.902 | -9,20 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 3.582 | 0,00 | 295 | 2,43 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 6.331 | -1,91 | 501 | -6,02 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 10.841 | -4,79 | 857 | -8,73 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 173.757 | -7,31 | 14.649 | -3,11 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 16.676 | 53,68 | 1.318 | 47,26 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2.226 | 176 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 12.697 | -1,93 | 1.004 | -6,09 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 829 | 0,00 | 66 | -4,41 | ||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 3.819 | 0,00 | 315 | 2,27 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 25.158 | 1,88 | 2.171 | 5,59 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 8.666 | 0,00 | 685 | -4,06 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 55 | 0,00 | 4 | 0,00 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 32.896 | 2.714 | ||||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 1.095 | 0,00 | 90 | 2,27 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 4.562 | 376 | ||||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 25.427 | -9,83 | 2.010 | -13,59 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 8.180 | -10,52 | 675 | -8,55 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 16.490 | -0,37 | 1.304 | -4,54 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 642.874 | -0,40 | 53.037 | 1,89 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 105.241 | 87,51 | 8.682 | 91,83 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 6.308 | -2,83 | 496 | -9,34 | ||||
| 2026-01-27 | 13F | Portfolio Strategies, Inc. | 156.455 | 0,37 | 12.907 | 2,69 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 8.937 | 737 | ||||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 5.060 | 104,20 | 400 | 96,08 | ||||
| 2026-02-17 | 13F | Fmr Llc | 105.220 | 8,42 | 8.681 | 10,90 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 1.106 | 0,00 | 91 | 2,25 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 341 | 0,00 | 27 | -7,14 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 443.441 | 6,33 | 36.584 | 8,77 | ||||
| 2026-01-08 | 13F | Integrated Capital Management, Inc. | 87.954 | 4,12 | 7.256 | 6,52 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 6.430 | 0,00 | 530 | 2,32 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 106 | 0,00 | 8 | 0,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.849 | -10,72 | 146 | -14,12 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 4.447 | -17,34 | 386 | -12,87 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 3.443 | 290 | ||||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 3.913 | 0,59 | 309 | -3,44 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.467 | 1,24 | 121 | 4,31 | ||||
| 2025-10-31 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | First National Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 33.050 | 2.727 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 2.586.827 | 1,76 | 204.515 | -2,48 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 6.213 | 155,57 | 491 | 145,50 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 10.177 | -2,13 | 867 | -0,92 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 141.417 | -4,20 | 11 | -8,33 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 5.122 | 20,01 | 405 | 14,77 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 2.997 | 31,62 | 247 | 34,97 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 5.454 | 0,00 | 450 | 2,28 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 110.219 | 110.119,00 | 8.714 | 108.812,50 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 1.443.831 | -2,90 | 119.116 | -0,67 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 3.760 | 10,01 | 300 | 6,41 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 295.859 | 1,69 | 24.408 | 4,03 | ||||
| 2026-02-10 | 13F | Mueller Wealth, LLC | 189.611 | 15.643 | ||||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 14.741 | 7,56 | 1.165 | 3,10 | ||||
| 2026-04-27 | 13F | BCK Partners, Inc. | 4.466 | 5,28 | 353 | 1,15 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 903 | -1,31 | 74 | 1,37 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 34.298 | -3,49 | 2.830 | -1,29 | ||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 8.110 | -9,32 | 669 | -7,21 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 65.252 | -3,78 | 5.384 | -1,55 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 263 | 22 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 62.664 | 5,99 | 5.170 | 8,41 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 355 | 0,00 | 28 | -3,45 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 493 | 0,41 | 39 | -5,00 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 37.117 | 3.062 | ||||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 62.712 | 10,33 | 4.958 | 3,44 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 3.200 | 0,31 | 253 | -4,18 | ||||
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 5.155 | -11,04 | 425 | -8,99 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8.672 | 1,13 | 686 | -3,11 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 9.584 | 758 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 609 | 0,00 | 48 | -4,00 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 3.300 | 0,00 | 261 | -4,41 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 74 | 0,00 | 6 | 20,00 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 53.199 | 13,69 | 4.389 | 16,30 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 130 | 0 | ||||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 43.005 | -1,27 | 3.548 | 1,00 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 65.591 | 395,29 | 5.411 | 406,65 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 1.944 | 95,77 | 160 | 100,00 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 33.218 | 50,58 | 2.740 | 65,86 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 32.111 | 1,96 | 2.648 | 4,25 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1.405.129 | -27,74 | 112.087 | -31,26 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 192 | 16 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 15.316 | 188,17 | 1.264 | 195,09 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 572 | 0,35 | 45 | -4,26 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Laraway Financial Inc | 6.316 | 20,56 | 521 | 23,46 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 584.153 | 46.183 | ||||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 8.643 | 0,38 | 713 | 2,74 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 13.404 | 0,00 | 1.106 | 2,22 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 497 | 0,40 | 39 | -2,50 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 8 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 149.781 | 84,16 | 11.842 | 76,47 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 976 | 0,00 | 77 | -3,75 | ||||
| 2026-02-03 | 13F | Climber Capital SA | 21.575 | 0,00 | 1.778 | 10,65 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 4.888 | 1,96 | 386 | -2,28 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 14.851 | -1,59 | 1.225 | 0,66 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 5.361 | -1,80 | 424 | -6,00 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 23.586 | -9,47 | 1.865 | -13,26 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 6.520 | 0,00 | 515 | -4,10 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 4.793 | -1,50 | 403 | 0,25 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 4.453 | 3,94 | 352 | -0,28 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 16.308 | 1.522,69 | 1.345 | 1.560,49 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 5.201 | 0,06 | 429 | 2,39 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 16.328 | 0,29 | 1.291 | -3,95 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 5.431 | 0,00 | 448 | 2,28 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 118.567 | -21,83 | 9.374 | -25,10 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 152.060 | -7,55 | 12.113 | -10,73 | ||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 2.716 | 0,00 | 215 | -4,46 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 194 | 0,00 | 15 | -6,25 | ||||
| 2026-04-06 | 13F | CX Institutional | 2.782 | -9,20 | 0 | |||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 20.245 | 0,22 | 1.601 | -3,96 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 3.606 | 0,00 | 297 | 10,00 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 46.692 | -7,95 | 3.853 | -5,79 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 3.205 | -1,54 | 0 | |||||
| 2025-11-17 | 13F | Silicon Valley Capital Partners | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | LPL Financial LLC | 8.301.805 | 0,37 | 684.899 | 2,67 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 43.821 | 0,00 | 3.615 | 0,00 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Curat Global, LLC | 6.200 | 490 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 10 | 1 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 4.192 | 0,00 | 331 | -4,06 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 3.821 | 0,00 | 302 | -4,13 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 48 | 77,78 | 4 | 50,00 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 24.638 | -0,63 | 2.033 | 2,16 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 500 | 0,00 | 42 | 2,50 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 59.827 | 15,38 | 4.936 | 18,03 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 3.586 | 4,40 | 284 | 0,00 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 279.537 | 28,77 | 23.062 | 31,72 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1.431.742 | 1,46 | 118.120 | 3,78 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 15.324 | -6,13 | 1.212 | -10,03 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 4.314 | 0,00 | 356 | 2,31 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 140.037 | -8,20 | 11.071 | -12,03 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 19.376 | 105,80 | 1.532 | 97,29 | ||||
| 2026-02-12 | 13F | Benson Wealth Management INC | 2 | 0 | ||||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 4.947 | -1,67 | 391 | -5,78 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 166 | 0,00 | 14 | 0,00 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 5.366 | -25,67 | 424 | -28,74 | ||||
| 2026-04-29 | 13F | Raelipskie Partnership | 0 | -100,00 | 0 | |||||
| 2026-03-02 | 13F | Bank Of Hawaii | 46.529 | -0,28 | 3.839 | 1,99 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 25.824 | 1,99 | 2.042 | -2,25 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 76.076 | 0,00 | 6.015 | -4,17 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 79.461 | -13,57 | 6.556 | -11,59 | ||||
| 2026-01-23 | 13F | Aldebaran Financial Inc. | 98.483 | 14,12 | 8.185 | 17,60 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 6.387 | -1,77 | 527 | 0,38 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 20.913 | 48,45 | 1.725 | 51,85 | ||||
| 2026-01-26 | 13F | Slagle Financial, LLC | 14.706 | -8,60 | 1.213 | -6,48 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 3.476 | -2,99 | 275 | -7,12 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 9.760 | -1,38 | 772 | -5,51 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1.466 | -36,81 | 121 | -35,83 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 51.280 | -15,59 | 4.054 | -19,10 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 368.202 | -1,67 | 30.377 | 0,58 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 97.811 | 2,23 | 8.069 | 4,57 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.051.179 | -7,64 | 86.722 | -5,52 | ||||
| 2026-02-13 | 13F | Wbi Investments, Inc. | 60.128 | -1,69 | 4.961 | 0,57 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 39.395 | -3,06 | 3.250 | -0,82 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 319.193 | 0,15 | 26.333 | 2,45 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 3.377 | -4,20 | 279 | -2,11 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 8.722 | 720 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Balentine LLC | 137.544 | -2,55 | 10.874 | -6,61 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 1.058 | 87 | ||||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 707.527 | 25,15 | 55.937 | 19,94 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 5.028 | 30,36 | 415 | 33,12 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 525.073 | 12,65 | 43.319 | 15,24 | ||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 14.391 | -5,09 | 1.187 | -2,86 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 25.023 | 0,00 | 1.978 | -4,17 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.370 | 113 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1.052 | 0,00 | 83 | -3,49 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59.247 | 10,96 | 4.684 | 6,33 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 4.201 | -33,97 | 347 | -32,55 | ||||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 17.456 | -9,79 | 1.440 | -7,69 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 52.984 | 99,55 | 4.189 | 91,23 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 61.224 | -2,59 | 4.840 | -6,65 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 7.673 | 0,29 | 633 | 2,26 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 32 | 0,00 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 411.814 | -29,81 | 32.558 | -32,74 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 47.424 | -4,39 | 3.899 | -4,74 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 5.329 | -1,72 | 421 | -5,82 | ||||
| 2025-11-14 | 13F | Concorde Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 7.915 | 4,71 | 626 | 0,32 | ||||
| 2026-02-05 | 13F | Isthmus Partners, Llc | 89.648 | 6,88 | 7.396 | 9,34 | ||||
| 2025-10-31 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 8.431 | 0,00 | 667 | -4,17 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 317.613 | 48,94 | 26.203 | 52,35 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 227.221 | -11,40 | 18.746 | -9,37 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 6.186 | 0,00 | 489 | -4,12 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 52.097 | 4,25 | 4.298 | 6,65 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 240.396 | -1,59 | 19.006 | -5,69 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 781 | 0,00 | 62 | -4,69 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 14.256 | -3,88 | 1.127 | -7,85 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 2.522 | 208 | ||||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 13.137 | 9,97 | 1.039 | 5,38 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 486 | -9,67 | 40 | -6,98 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 80.704 | -6,94 | 6.658 | -4,80 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 66.198 | 1,86 | 5.461 | 4,20 | ||||
| 2026-04-16 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Copia Wealth Management | 2.005 | -2,15 | 165 | 0,00 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 80 | 0,00 | 7 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 7.299 | 3,81 | 577 | -0,52 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 9.584 | 0,00 | 791 | 2,33 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 10.319 | -1,73 | 851 | 0,59 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 489 | 40 | ||||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 395 | 33 | ||||||
| 2026-01-21 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 6.099 | -1,74 | 482 | -5,86 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 4.487 | -0,71 | 370 | 1,65 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 500 | 0,00 | 40 | -4,88 | ||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 2.974 | -28,42 | 235 | -31,29 | ||||
| 2025-11-13 | 13F | Richard W. Paul & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | GenTrust, LLC | 12.562 | 0,00 | 993 | -4,15 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.679 | -3,99 | 291 | -8,23 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Keystone Financial Group | 5.737 | 0,05 | 473 | 2,38 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 11.971 | 4,70 | 988 | 7,05 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 5.272 | -4,39 | 417 | -8,37 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 3.510 | 0,00 | 290 | 2,12 | ||||
| 2025-11-12 | 13F | Kcm Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 5.658 | -1,63 | 447 | -5,70 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 184.884 | 4,91 | 15.253 | 7,32 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.014 | 80 | ||||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 732.998 | 2,28 | 60.472 | 4,63 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 8.988 | 12,82 | 742 | 15,42 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 44.277 | 9,06 | 3.501 | 4,51 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 3.906 | 0,00 | 309 | -4,35 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 737.011 | -0,90 | 61 | 1,69 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 6.268 | -19,24 | 517 | -17,28 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 5.983 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 23.312 | 0,07 | 1.843 | -4,06 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 23.598 | -4,10 | 1.866 | -8,13 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 18.331 | 4,77 | 1.449 | 0,42 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 502 | 136,79 | 40 | 129,41 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.289.965 | 44,11 | 106.422 | 47,41 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 8.844 | 0,97 | 699 | -3,19 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 237.762 | -2,10 | 19.615 | 0,15 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1.789 | 0,00 | 148 | 21,49 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 5.974 | -1,65 | 472 | -5,79 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 29.031 | 3,77 | 2.295 | 1,73 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 221.071 | -4,02 | 18.238 | -1,82 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 7.280 | -6,51 | 612 | -2,55 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 85.112 | -15,19 | 6.729 | -18,73 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 57.447 | 25,17 | 4.542 | 19,94 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 825.503 | 3,96 | 65.264 | -0,37 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 950.335 | -1,42 | 78.403 | 0,84 | ||||
| 2026-02-04 | 13F | H&H Retirement Design & Management INC | 5.594 | 0,00 | 472 | 2,39 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 128.874 | 27,63 | 10.189 | 22,30 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 7.400 | -49,32 | 610 | -48,17 | |||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 414.084 | -1,09 | 33 | -5,88 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 205.297 | 16.231 | ||||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 22.200 | -39,84 | 1.832 | -38,45 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 257.874 | -30,97 | 21.275 | -29,39 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 231 | 0,00 | 18 | -5,26 | ||||
| 2026-01-28 | 13F | Legacy Capital Group California, Inc. | 68.957 | -3,93 | 5.689 | -1,74 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 40.660 | -3,28 | 3.354 | -1,06 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 9.628 | 0,30 | 761 | -3,79 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 17.605 | 1.452 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 66.986 | 11,67 | 5.296 | 7,01 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 19.917 | -4,89 | 1.575 | -8,86 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 16.877 | -8,16 | 1.392 | -6,07 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 4.482 | -1,19 | 354 | -5,35 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 16.869 | 0,00 | 1.392 | 2,28 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 131.905 | -6,55 | 10.428 | -10,44 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 678.821 | 1,15 | 54.000 | -2,69 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 36.932 | 4,35 | 3.047 | 6,73 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 2.714 | 0,00 | 215 | -4,04 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 213 | 0,00 | 18 | 0,00 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 18.966 | 309,81 | 1.499 | -2,73 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4.156 | 0,00 | 329 | -4,09 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 21 | 0,00 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 840.283 | 6,20 | 66.433 | 1,77 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 1.484 | 122 | ||||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 102 | 0,00 | 8 | 0,00 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 16.964 | 0,01 | 1.341 | -4,15 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 30 | 0,00 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 150 | 0,00 | 12 | -8,33 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 7.854 | 202,31 | 651 | 211,48 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 4.619 | -18,68 | 365 | -22,01 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 99.521 | -7,65 | 8 | 0,00 | ||||
| 2026-04-08 | 13F | KWB Wealth | 40.687 | -0,20 | 3.357 | -0,21 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 139 | 0,00 | 11 | -9,09 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 57.615 | -9,37 | 4.555 | -13,14 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 841.365 | -23,88 | 69.413 | -22,13 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 30.290 | -0,96 | 2.499 | 1,30 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 9.302 | 13,40 | 767 | 16,04 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 195.940 | -7,56 | 15.803 | -0,45 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 264.704 | 2,07 | 21.838 | 4,41 | ||||
| 2026-02-12 | 13F | Solano Wealth Investment Advisors LLC | 25.832 | -32,09 | 2.131 | -30,52 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 3.177 | 0,00 | 251 | -4,20 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 3.631 | 0,28 | 300 | 2,40 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 3.260 | 0,15 | 269 | 2,29 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.820 | 11,90 | 223 | 7,25 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 165.747 | 1,36 | 14 | 0,00 | ||||
| 2026-02-17 | 13F | Adams Wealth Management | 4.666 | -12,28 | 385 | -10,28 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 1.532.743 | -6,48 | 121.179 | -10,38 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 49.062 | 1,48 | 3.879 | -2,76 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 29.231 | -1,32 | 2.412 | 0,96 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 2.614 | -50,45 | 207 | -52,64 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 15.993 | -4,32 | 1.319 | -2,15 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 26.879 | 5,41 | 2.218 | 7,83 | ||||
| 2026-01-22 | 13F | Treasure Coast Financial Planning | 418.567 | 0,20 | 34.529 | 2,49 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 497 | 41 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 409.387 | 11,54 | 33.774 | 14,10 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 84.925 | 0,00 | 7.006 | 2,29 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 34.885 | 21,62 | 2.758 | 14,25 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 2.809.755 | 231.805 | ||||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 8.805 | 0,00 | 1 | |||||
| 2026-02-10 | 13F | Savant Capital, LLC | 80.522 | -2,33 | 6.643 | -0,09 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 12.506 | 0,00 | 989 | -4,17 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 10.446 | 0,00 | 862 | 2,26 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 423 | 35 | ||||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 444.914 | 7,58 | 36.705 | 10,05 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 12.538 | 4,10 | 991 | -0,20 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 12.349 | 19,85 | 976 | 14,82 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 7.738 | 638 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 3.748 | 1,74 | 296 | -3,90 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 596.924 | 1,97 | 49.246 | 4,30 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 140.357 | 11,39 | 11.579 | 13,94 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 57.637 | 1,06 | 4.617 | -3,17 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 167 | 0,00 | 13 | 0,00 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 3 | -99,48 | 46 | 6,98 | ||||
| 2026-02-03 | 13F | Bokf, Na | 3.000 | 0,00 | 248 | 2,49 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 4.423 | -14,63 | 350 | -18,27 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 2.676 | -2,69 | 0 | |||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 4.800 | 0,00 | 396 | 2,33 | ||||
| 2026-02-17 | 13F | Creative Planning | 3.207.074 | 6,29 | 264.584 | 8,73 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 10.142 | 0,00 | 802 | -4,19 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 240.018 | -2,03 | 18.976 | -6,12 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 4.304 | 0,00 | 355 | 2,31 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 7.600 | 0,03 | 601 | -4,15 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 5.306 | -3,35 | 438 | -1,13 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 915 | 0,00 | 72 | -4,00 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 176.720 | -2,11 | 13.971 | -6,19 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 16.385 | 226,79 | 1.352 | 234,41 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 7.042 | 0,04 | 581 | 2,29 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 30.400 | -79,62 | 2.508 | -79,16 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 54.439 | -3,20 | 4.492 | -0,97 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 55 | 5 | ||||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 348.177 | 34,87 | 28.725 | 37,96 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 3.774 | 301 | ||||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 180.033 | 1,20 | 14.853 | 3,52 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 19.817 | -4,52 | 1.635 | -2,33 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 25.506 | -4,55 | 2.017 | -6,45 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 5.445 | 20,97 | 449 | 23,69 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 1.038.530 | 6,72 | 85.679 | 9,16 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 22 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 70.554 | 35,82 | 5.821 | 39,77 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 2.776 | 0,00 | 219 | -4,37 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 4.415 | -13,52 | 364 | -11,44 | ||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 51.413 | 4,29 | 4.242 | 6,69 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 5.187 | 0,52 | 428 | 2,64 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 23.338 | 69,26 | 1.925 | 73,11 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 25.662 | 18,24 | 2.117 | 20,97 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 302.469 | -1,84 | 23.913 | -5,93 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 17.895 | 0,00 | 1.415 | -4,20 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 45.586 | 15,65 | 3.604 | 10,83 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 24.242 | -18,65 | 2.000 | -16,81 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 11.329 | -5,58 | 935 | -3,41 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 35.100 | 9,01 | 2.896 | 11,52 | |||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 14.490 | -0,55 | 1.146 | -4,74 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 209.799 | -19,09 | 17.308 | -17,23 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 6.946 | 0,00 | 549 | -4,19 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 4.841 | -0,37 | 383 | -4,50 | ||||
| 2026-02-17 | 13F | Strategic Financial Planning, Inc. | 33.307 | 0,01 | 2.748 | 2,31 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 2.750 | 0,00 | 217 | -3,98 | ||||
| 2025-10-30 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 4.588 | -97,67 | 363 | -97,77 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 464.256 | 1,94 | 36.704 | -2,31 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2.856 | 0,00 | 226 | -4,26 | ||||
| 2026-01-27 | 13F | VCI Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 26.272 | -0,42 | 2.077 | -4,55 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 110.457 | -19,65 | 9.113 | -17,81 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 11.135 | -0,49 | 919 | 1,77 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 451 | 0,00 | 37 | 2,78 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 2.781 | 0,11 | 220 | -4,37 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 3.278 | 0,00 | 259 | -4,07 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 12 | 1 | ||||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 629.421 | 5,20 | 51.927 | 7,61 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 54.281 | -4,51 | 4.478 | -2,31 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 16.791 | 2,43 | 1.385 | 4,77 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 1.026.608 | 5,20 | 85 | 7,69 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 6.978 | -0,07 | 576 | 2,13 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 134.959 | 1,56 | 11.080 | 3,38 | ||||
| 2026-02-17 | 13F | Mosaic Advisors LLC | 19.863 | 0,00 | 1.639 | 2,31 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 794 | -2,34 | 66 | 0,00 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 2.921.428 | 74.411 | ||||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 140.234 | -33,83 | 11.087 | -36,59 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 47 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 5.106 | 0,00 | 421 | 2,43 | ||||
| 2026-01-15 | 13F | Range Financial Group LLC | 3.730 | 6,21 | 308 | 8,48 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 1.032.092 | 1,20 | 81.597 | -3,02 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 262 | 0,00 | 22 | 0,00 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 26.194 | -4,95 | 2.071 | -8,93 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 2.826 | 0,78 | 223 | -3,46 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 83.223 | -3,01 | 6.866 | -0,79 | ||||
| 2026-04-10 | 13F | Novem Group | 21.257 | 2,40 | 1.681 | -1,87 | ||||
| 2026-02-13 | 13F | Broderick Brian C | 23.375 | -2,60 | 1.928 | -0,36 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 2.745 | 217 | ||||||
| 2025-11-06 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 8.150 | 672 | ||||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 24.230 | -19,96 | 1.916 | -23,31 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 1.529 | 0,00 | 126 | 2,44 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 20.625 | 0,01 | 1.631 | -4,17 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.552.445 | -5,92 | 128.077 | -3,76 | ||||
| 2026-01-29 | 13F | Comerica Bank | 7.436 | -0,47 | 613 | 1,83 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 2.891 | -1,20 | 232 | -6,10 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 78.951 | 11,28 | 6.242 | 6,63 | ||||
| 2026-01-23 | 13F | Legacy Advisory Services, LLC | 31.068 | -0,41 | 2.563 | 1,87 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 746.393 | 6,52 | 61.577 | 8,96 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 360 | 28 | ||||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 8.187 | 675 | ||||||
| 2026-02-09 | 13F | Fox Financial, Inc | 304.899 | -1,11 | 25.154 | 1,16 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 7.341 | 20,23 | 580 | 14,17 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 712 | 478,86 | 59 | 544,44 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 5.644 | -20,65 | 466 | -18,85 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 5.301 | -32,31 | 419 | -35,14 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 165.710 | 2,51 | 13.101 | -1,77 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 3.540 | -1,28 | 292 | 1,04 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 18.969 | 0,02 | 1.500 | -4,16 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 1.973 | 0,00 | 163 | 1,89 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 21.720 | 1,95 | 1.717 | -2,28 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 327 | -93,02 | 27 | -93,12 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 134.692 | 0,00 | 11.112 | 2,30 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 69 | 0,00 | 5 | 0,00 | ||||
| 2026-02-04 | 13F | Freedom Day Solutions, LLC | 126.679 | -0,91 | 10.451 | 1,37 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 9.564 | -1,44 | 789 | 0,90 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 13.309 | -46,55 | 1 | -50,00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 17.819 | -0,71 | 1.409 | -4,86 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 2.867.091 | 1,72 | 236.535 | 4,05 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 139.395 | 3,69 | 11.500 | 6,08 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 19.309 | 2,43 | 1.527 | -1,86 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 4.688 | 371 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 39.135 | 5,44 | 3.094 | 1,05 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 9.917 | -3,43 | 800 | 3,90 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 187.104 | -0,60 | 15.436 | 1,69 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 15.467 | 0,00 | 1.276 | 2,33 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 76.849 | 0,27 | 6.340 | 2,57 | ||||
| 2025-11-17 | 13F | WJ Wealth Management, LLC | 4.444 | 0,00 | 358 | 7,83 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 65.802 | 5.429 | ||||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 7.649 | -13,03 | 631 | -11,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 398.131 | -1,67 | 32.845 | 0,49 | ||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 749.047 | -0,00 | 62.808 | 1,57 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 23.790 | 0,24 | 1.991 | 1,02 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 48.082 | 240,33 | 3.967 | 248,20 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 3.163 | -5,33 | 261 | -3,35 | ||||
| 2026-01-30 | 13F | Oakwell Private Wealth Management, LLC | 24.706 | -0,25 | 2.038 | 2,05 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 390.259 | 2,56 | 32.196 | 4,91 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 1.064 | -4,83 | 88 | -3,33 | ||||
| 2026-04-29 | 13F | Jericho Financial, Llp | 7.724 | 0,98 | 611 | -3,33 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 30.675 | 0,23 | 2.531 | 2,51 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.446 | 114 | ||||||
| 2026-04-27 | 13F | Iron Financial, LLC | 128.815 | 0,09 | 10.184 | -4,09 | ||||
| 2025-10-30 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 3.596 | 0,00 | 284 | -4,05 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 60.571 | -0,68 | 4.997 | 1,61 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 11.784 | 0,00 | 932 | -4,22 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 83.197 | 10,55 | 6.578 | 5,94 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 16.686 | 0,01 | 1.377 | 2,30 | ||||
| 2026-02-10 | 13F | Wrenne Financial Planning LLC | 20.055 | -17,84 | 1.655 | -15,96 | ||||
| 2026-02-10 | 13F | Sfmg, Llc | 31.434 | 0,00 | 2.593 | 2,29 | ||||
| 2026-02-18 | 13F/A | Empowered Funds, LLC | 4.796 | 396 | ||||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 13.439 | -35,37 | 1.062 | -38,08 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 1.671.941 | 3,92 | 132.184 | -0,41 | ||||
| 2026-04-20 | 13F | Emprise Bank | 16.339 | -0,01 | 1.292 | -4,23 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 740 | 0,00 | 61 | 3,39 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 24.378 | -35,37 | 2.016 | -91,98 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 591.817 | -3,49 | 49.181 | 0,01 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 15.848 | 2,05 | 1.253 | -2,26 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 3.682 | 0,63 | 291 | -3,32 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4.050 | 0,52 | 320 | -3,61 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 3.052 | 257 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 36 | -84,75 | 3 | -89,47 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 10.606 | 875 | ||||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 8.966 | -2,31 | 740 | -0,14 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 76.540 | 6.315 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3.019 | 249 | ||||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 86.206 | 0,34 | 6.815 | -3,84 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 4.000 | 0,00 | 316 | -4,24 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 25.594 | 16,69 | 2.023 | 11,83 | ||||
| 2025-11-12 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 16.726 | 0,00 | 1.380 | 2,30 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 31.231 | -33,46 | 2.577 | -31,94 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 127.193 | -3,04 | 10.493 | -0,82 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 59.104 | 49,97 | 4.880 | 6,53 | ||||
| 2026-04-23 | 13F | Orca Investment Management, LLC | 27.624 | 3,25 | 2.184 | -1,09 | ||||
| 2026-04-22 | 13F | Crew Capital Management, Ltd. | 5.287 | 0,23 | 418 | -4,14 | ||||
| 2026-02-06 | 13F | Little House Capital Llc | 114.161 | -6,75 | 9.418 | -4,61 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 22.805 | -0,59 | 1.881 | 1,68 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 826 | 0,49 | 68 | 3,03 | ||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Brewster Financial Planning LLC | 3.821 | 0,00 | 315 | 2,27 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 13 | 1 | ||||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 527.419 | 0,67 | 43.512 | 2,97 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 17.824 | -0,19 | 1.409 | -4,34 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 21.547 | 2,69 | 1.778 | 5,02 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 82.997 | 0,40 | 6.847 | 2,72 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 3.679 | 0,00 | 313 | 3,31 | ||||
| 2026-01-22 | 13F | Washburn Capital Management, Inc. | 4.175 | 0,00 | 344 | 2,38 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 360 | 30 | ||||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 4.963 | -0,54 | 409 | 1,74 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 3.821 | 6,73 | 316 | 4,65 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 110.576 | -76,31 | 9.123 | -75,77 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 33.503 | -3,13 | 2.764 | -0,90 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 1.507 | 0,00 | 119 | -4,03 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 2.239 | 0,00 | 177 | -3,80 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 14.248 | 1,25 | 1.126 | -2,93 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 24.763 | -0,96 | 1.958 | -5,09 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 275.965 | 39,86 | 21.818 | 34,03 | ||||
| 2026-04-07 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 4.421 | 0,00 | 365 | 2,25 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 15.008 | 0,82 | 1.187 | -3,42 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 318.155 | -9,03 | 25.153 | -12,82 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 12.358 | 0,29 | 1.020 | 2,62 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 1.884 | 0,00 | 147 | -7,01 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 37.465 | 6,66 | 2.962 | 2,21 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 33.475 | 192,10 | 2.762 | 198,81 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.465.684 | -15,27 | 120.924 | -10,98 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 19.511 | -1,13 | 1.574 | 6,50 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 175 | 0,00 | 15 | 7,14 | ||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 127.525 | 0,48 | 10.521 | 2,78 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 10.191 | 2,56 | 806 | -1,71 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 304 | 0,00 | 25 | 4,17 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 336.565 | 5,54 | 27.767 | 7,96 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 316.605 | -0,19 | 26.120 | 2,10 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 37.902 | 119,72 | 3.127 | 124,80 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 6.587 | 0,00 | 543 | 2,26 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 239 | 0,00 | 20 | 0,00 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 2.781 | 220 | ||||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 483 | 0,00 | 40 | 2,63 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 7.317 | 0,00 | 608 | 3,05 | ||||
| 2026-02-17 | 13F | Vista Investment Management | 6.373 | -3,03 | 526 | -0,94 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 336.170 | 0,88 | 26.774 | -2,61 | ||||
| 2026-01-22 | 13F | Cascade Investment Group, Inc. | 97.087 | 0,08 | 8.010 | 2,38 | ||||
| 2026-02-18 | 13F | CacheTech Inc. | 8.920 | -6,82 | 736 | -4,79 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 6.115 | -16,73 | 483 | -20,17 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 9.787 | -29,71 | 807 | -28,07 | ||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 20.085 | 0,14 | 1.657 | 2,47 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 83.744 | -0,68 | 6.909 | 0,77 | ||||
| 2026-04-14 | 13F | Gibson Wealth Advisors LLC | 10.500 | 0,00 | 830 | -4,16 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 11.062 | 114,96 | 875 | 106,13 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 875 | 0,00 | 69 | -4,17 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 16.568 | -0,61 | 1.367 | 1,64 | ||||
| 2026-03-12 | 13F | Bawa N Mallick Trust | 33.400 | 0,00 | 2.756 | 2,30 | ||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 62.525 | 0,00 | 5.158 | 2,30 | ||||
| 2026-01-29 | 13F | UBS Group AG | 148.477 | 13,10 | 12.249 | 15,70 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 26.830 | 0,00 | 2.213 | 2,31 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 3.093.207 | -3,35 | 244.549 | -7,39 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 102.183 | 4,77 | 8.079 | 0,40 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 3.363 | 10,55 | 277 | 13,06 | ||||
| 2026-04-08 | 13F | Tlwm | 14.551 | 4,29 | 1.150 | -0,09 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Sequent Planning LLC | 13.832 | -1,03 | 1.094 | -5,20 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 3.030 | 0,00 | 250 | 2,05 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 4.718 | -0,23 | 389 | 2,10 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 4.615 | 0,00 | 365 | -4,21 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 13.308 | -4,77 | 1.052 | 5,41 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 64.097 | 0,10 | 5.067 | -4,07 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 59.565 | 5,68 | 4.709 | 1,27 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 10.079 | 1 | ||||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 1.412.447 | -3,87 | 111.668 | -7,87 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 5.000 | 412 | ||||||
| 2026-02-11 | 13F | Truepoint, Inc. | 2.491 | -54,63 | 206 | -53,62 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 1.576 | 0,00 | 130 | 2,36 | ||||
| 2026-02-10 | 13F | Colton Groome Financial Advisors, Llc | 22.178 | 5,94 | 1.830 | 8,35 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 32.541 | -3,82 | 2.573 | -7,85 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 157.035 | 0,89 | ||||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 4.579 | -6,63 | 365 | -9,90 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 18.170 | -10,17 | 1.437 | -13,91 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Values Added Financial LLC | 68.612 | -0,52 | 5.424 | -4,67 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 576 | 966,67 | 48 | 1.075,00 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 28.587 | 43,86 | 2.409 | 49,81 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 430.915 | 12,07 | 35.551 | 14,64 | ||||
| 2026-02-10 | 13F | Constant Guidance Financial LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 128 | 0,00 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 1.810 | 149 | ||||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 201.365 | -0,54 | 16.613 | 1,75 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 7.060 | 558 | ||||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 34.280 | 3,44 | 2.710 | -0,88 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 27.584 | 1,88 | 2.181 | -2,37 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 5 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 15.523 | -13,82 | 1.227 | -17,37 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 146.569 | 4,35 | 12.092 | 6,74 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 20.759 | 16,58 | 1.641 | 11,78 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 87.634 | 7,32 | 6.928 | 2,85 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 145.418 | -1,96 | 11.497 | -6,06 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 2.748.496 | 6,73 | 226.751 | 9,18 | ||||
| 2026-02-04 | 13F | Fusion Capital, LLC | 5.578 | -3,81 | 460 | -3,56 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 23.090 | 0,00 | 1.905 | 2,26 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 784 | 0,26 | 62 | -3,12 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 74.079 | -5,23 | 5.857 | -9,20 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 29.048 | -25,88 | 2.396 | -24,18 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 17.293 | 0,00 | 1.427 | 2,30 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 17.124 | -34,87 | 1.413 | -33,40 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3.870 | 0,00 | 306 | -4,39 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 5.602 | -4,65 | 443 | -8,68 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 155 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 152.980 | 12,64 | 12.621 | 15,22 | ||||
| 2025-11-10 | 13F | Apriem Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 7.880 | -0,63 | 623 | -4,74 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 50 | 0,00 | 4 | -25,00 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 4.064 | -16,41 | 321 | -19,95 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 67.773 | 0,48 | 5.591 | 2,79 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 4.710 | 0,28 | 389 | 2,65 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 61.483 | 2.084,90 | 5.072 | 2.144,25 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 166.770 | 14,58 | 13.185 | 9,79 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 17.957 | -11,99 | 1.481 | -9,97 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 145 | 158,93 | 11 | 175,00 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 14.419 | -0,32 | 1.140 | -4,53 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 3.726 | 307 | ||||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 14.953 | -2,13 | 1.182 | -6,19 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 87.604 | 0,14 | 7.227 | 2,44 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 1.046.535 | 7,52 | 86.339 | 9,99 | ||||
| 2026-02-12 | 13F | Betterment LLC | 38.602 | -1,86 | 3 | 0,00 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 3.462 | -9,21 | 292 | -7,01 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 81.364 | -0,44 | 6.433 | -4,58 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 7 | 0,00 | 1 | |||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 78.155 | -1,77 | 6.448 | 0,48 | ||||
| 2026-01-08 | 13F | Goodman Financial Corp | 6.231 | 1,32 | 514 | 3,84 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aviso Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 247.384 | -8,56 | 19.558 | -12,37 | ||||
| 2026-02-06 | 13F | Flynn Zito Capital Management, Llc | 5.709 | -1,36 | 471 | 0,86 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 2.199 | -12,00 | 181 | -9,95 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 317.457 | 2,65 | 27.536 | 7,93 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 49.549 | -13,79 | 3.917 | -17,38 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.942 | 7,51 | 1 | |||||
| 2026-02-05 | 13F | Bessemer Group Inc | 1.430 | 6,08 | 0 | |||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 289 | 0,00 | 23 | -4,35 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 2.800 | 0,00 | 221 | -4,33 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 2.721 | 0,00 | 215 | -4,02 | ||||
| 2026-02-24 | 13F | Stone Wealth Partners | 5.378 | 444 | ||||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 62.577 | 37,75 | 4.947 | 32,03 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 3.525 | 0,28 | 279 | -3,81 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 6.089 | 0,05 | 481 | -4,18 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 2.354 | 194 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 161.328 | -0,56 | 13.310 | 1,72 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 2.576 | 213 | ||||||
| 2026-02-12 | 13F | Hrt Financial Lp | 4.781 | -90,99 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 2.308 | 0,00 | 190 | 2,15 | ||||
| 2026-04-16 | 13F | Friday Financial | 14.089 | -0,76 | 1.114 | -4,95 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 482.264 | 0,93 | 38.128 | -3,28 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 160.153 | 1,29 | 12.662 | -2,94 | ||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 23.366 | 6,68 | 1.928 | 9,12 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4.615 | -75,48 | 365 | -76,55 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 5.473 | 4,53 | 433 | 0,23 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 437 | 0,00 | 35 | -5,56 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 3.439 | -0,03 | 272 | -4,24 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 3.266.337 | 4,44 | 269 | 6,75 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 18.321 | -3,39 | 1.511 | -1,18 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 42.408 | -3,65 | 3.499 | -1,44 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 3.228 | 0,00 | 266 | 2,31 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 247.434 | 0,91 | 19.819 | -2,02 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 3.597 | -2,04 | 297 | 0,00 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 158.736 | -31,02 | 12.550 | -33,89 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 2.910 | 69,88 | 240 | 73,91 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 124 | 10 | ||||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 8.606 | -12,56 | 680 | -16,15 | ||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 11.607 | -26,72 | 958 | -25,06 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 3.899 | 322 | ||||||
| 2025-10-31 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 |
