Grundlæggende statistik
| Institutionelle ejere | 878 total, 878 long only, 0 short only, 0 long/short - change of 2,80% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3720 % - change of 1,80% MRQ |
| Institutionelle aktier (lange) | 82.405.824 (ex 13D/G) - change of 4,58MM shares 5,89% MRQ |
| Institutionel værdi (lang) | $ 8.634.680 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Short-Term National Muni Bond ETF (US:SUB) har 878 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 82,405,824 aktier. Største aktionærer omfatter Mercer Global Advisors Inc /adv, Bank Of America Corp /de/, Morgan Stanley, Bank of New York Mellon Corp, Creative Planning, Sei Investments Co, Allstate Corp, Citigroup Inc, Northwestern Mutual Wealth Management Co, and Tiaa Trust, National Association .
iShares Trust - iShares Short-Term National Muni Bond ETF (ARCA:SUB) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 24, 2026 is 106,67 / share. Previously, on April 28, 2025, the share price was 105,39 / share. This represents an increase of 1,21% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | Bank of New York Mellon Corp | 5,155,033 | 4,326,731 | -16.07 | 5.20 | -18.75 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 39.353 | 31,61 | 4.199 | 31,52 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 20.314 | 0,00 | 2.168 | 0,00 | ||||
| 2026-01-07 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 31.952 | 3,63 | 3.409 | 3,55 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 3.094 | 0,00 | 330 | 0,00 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 26.559 | 21,66 | 2.829 | 21,43 | ||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 32.714 | 3.491 | ||||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 2.137 | 228 | ||||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sofi Wealth, Llc | 1.141 | 30,40 | 122 | 30,11 | ||||
| 2025-11-14 | 13F | Horiko Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 2.790 | -62,25 | 298 | -62,31 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 122.239 | -5,01 | 13.043 | -5,09 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 7.717 | 2,52 | 823 | 2,49 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 10.333 | 19,43 | 1.105 | 19,35 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 15.360 | -0,68 | 1.636 | -0,91 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 72.984 | 7.787 | ||||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 2.370 | 0,00 | 252 | 0,00 | ||||
| 2026-02-09 | 13F | White Pine Capital Llc | 8.424 | 44,02 | 899 | 43,91 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 42.074 | -3,27 | 4.489 | -3,34 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 2.846 | -1,56 | 303 | -1,62 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 9.356 | 1,19 | 998 | 1,11 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 159.210 | 7,03 | 16.988 | 6,94 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 141.308 | 0,70 | 15.049 | 0,51 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 49.074 | 106,31 | 5.236 | 106,55 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 53.524 | 18,84 | 6 | 25,00 | ||||
| 2026-01-26 | 13F | Invested Advisors | 43.193 | 6,39 | 4.609 | 7,59 | ||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Safe Harbor Family Capital, LLC | 230.806 | 24.627 | ||||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 44.557 | -6,58 | 4.754 | -6,64 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 625 | 0,00 | 67 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 34.116 | 5,57 | 3.633 | 5,37 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 10.111 | 9,06 | 1.079 | 9,00 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 132.212 | 26,78 | 14.107 | 26,68 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 25.865 | 2,15 | 2.755 | 1,96 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 195.892 | -0,48 | 20.902 | -0,56 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 2.403 | 256 | ||||||
| 2026-02-10 | 13F | One Capital Management, LLC | 168.082 | 5,89 | 17.934 | 5,81 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 11.559 | -14,69 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 15.923 | -17,42 | 1.696 | -17,60 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 56 | 0,00 | 6 | 0,00 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 1.972 | 0,00 | 210 | 0,00 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 16.848 | 0,00 | 1.794 | -0,17 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 56.927 | 2,74 | 6.074 | 2,67 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 73.321 | 0,00 | 7.823 | -0,08 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.804 | 299 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 694.485 | 3,75 | 74.102 | 3,67 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 364 | 0,00 | 39 | 0,00 | ||||
| 2026-04-14 | 13F | Hudson Valley Investment Advisors Inc /adv | 12.753 | 0,00 | 1.358 | -0,15 | ||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 13.470 | 0,00 | 1.437 | -0,07 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 25.824 | -28,72 | 2.755 | -28,40 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 755.267 | -1,61 | 80.436 | -1,80 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 13.140 | -19,61 | 1.402 | -19,66 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 17.943 | 4,52 | 1.911 | 3,64 | ||||
| 2026-02-11 | 13F | North Dallas Bank & Trust Co | 34.761 | 13,74 | 3.709 | 14,13 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 3.648 | -13,12 | 0 | |||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 113.764 | 12.139 | ||||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 12.399 | 0,62 | 1.321 | 0,46 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 16.436 | -5,97 | 1.750 | -6,17 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 31 | 0,00 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 3.296 | 0,00 | 351 | 0,00 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 3.565 | 0,00 | 380 | -0,26 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.252.435 | 2,27 | 133.635 | 2,20 | ||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 62.084 | -2,41 | 6.624 | -2,49 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 2.103 | -87,51 | 224 | -87,53 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 21.074 | 9,71 | 2.244 | 9,52 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 51.686 | 1,77 | 5.515 | 1,68 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 5.210 | -1,03 | 555 | -1,25 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 74.150 | -0,15 | 7.912 | -0,23 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Hill Island Financial Llc | 7.866 | 14,78 | 839 | 14,77 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 2.192 | 234 | ||||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 4.180 | 91,74 | 445 | 91,81 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 47.131 | 2,55 | 5.029 | 2,47 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 2.546 | -3,56 | 271 | -3,56 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 2.618 | -8,46 | 281 | -7,59 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 2.568 | 0,00 | 273 | -0,36 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 13.868 | 0,00 | 1.477 | -0,20 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 11.368 | -10,53 | 1.213 | -10,62 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 15.271 | 84,70 | 1.629 | 84,69 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 12.485 | -1,36 | 1.333 | -0,89 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 24.378 | 35,55 | 2.601 | 35,47 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 3.555 | 380 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 3.402 | -13,61 | 362 | -13,81 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 9.017 | 0,45 | 962 | 0,42 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 5.673.861 | -12,61 | 605.401 | -12,67 | ||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 3.735 | 0,00 | 399 | 0,00 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 3.504 | 0,00 | 374 | -0,27 | ||||
| 2026-01-21 | 13F | Hunter Associates Investment Management Llc | 5.000 | 0,00 | 1 | |||||
| 2026-01-27 | 13F | Highview Capital Management LLC/DE/ | 27.614 | 0,00 | 2.946 | -0,07 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 27.927 | 0,00 | 2.974 | -0,17 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 50.241 | -25,66 | 5.361 | -25,72 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 405 | 13.400,00 | 43 | |||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 7.440 | -2,36 | 794 | -2,46 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 5.003 | -36,91 | 534 | -37,00 | ||||
| 2026-04-22 | 13F | Motco | 637 | 0,00 | 68 | 0,00 | ||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 12.187 | -0,90 | 1.299 | -1,14 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 7.350 | 37,38 | 783 | 37,19 | ||||
| 2026-01-29 | 13F | Capital Investment Services of America, Inc. | 6.750 | 0,00 | 720 | 0,00 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.399 | 9,74 | 788 | 9,60 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 19.410 | -9,30 | 2.071 | -9,37 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 4.905 | 39,39 | 523 | 39,47 | ||||
| 2026-04-08 | 13F | Exchange Bank | 10.360 | -0,72 | 1.103 | -0,90 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2.452 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 48.002 | 1,84 | 5.112 | 1,65 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 176.345 | 10,47 | 18.816 | 10,40 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Red Tortoise LLC | 18.766 | -2,06 | 1.999 | -2,25 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 2.903 | 310 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 12.646 | -2,39 | 1.349 | -2,46 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 94.282 | 10.060 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 3.216 | 34,06 | 343 | 33,98 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 118.892 | 2,95 | 12.686 | 2,87 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 2.004 | -11,56 | 213 | -11,62 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 70.474 | -6,47 | 7.520 | -6,54 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 17.880 | -2,79 | 1.908 | -2,90 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 29.878 | 0,00 | 3.182 | -0,19 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 4.626 | 16,88 | 493 | 16,59 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 2.172 | 0,00 | 232 | 0,00 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 5.639 | -24,87 | 602 | -24,97 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 3.109 | -32,79 | 332 | -32,86 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 21.044 | -22,64 | 2.241 | -22,78 | ||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 9.518 | 19,68 | 1.016 | 19,55 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 43.510 | 13,85 | 4.643 | 13,77 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 321 | -14,63 | 34 | -15,00 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 101.479 | 15,48 | 11 | 11,11 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.179.085 | 5,81 | 125.808 | 5,73 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 2.702 | 0,00 | 288 | 0,00 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 2.035 | 0,00 | 217 | 0,00 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 283.043 | -1,66 | 30.144 | -1,84 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 13.176 | -1,38 | 1.406 | -1,47 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.388.345 | 4,95 | 148.136 | 4,87 | ||||
| 2026-04-24 | 13F | Balentine LLC | 144 | 0,00 | 15 | 0,00 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 8.993 | -2,55 | 960 | -2,64 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | James Investment Research Inc | 29.533 | -7,46 | 3.145 | -7,64 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cerity Partners LLC | 477.090 | 11,76 | 50.905 | 11,68 | ||||
| 2025-11-14 | 13F | Garden State Investment Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Activest Wealth Management | 3 | 0 | ||||||
| 2026-02-12 | 13F | Adviser Investments LLC | 3.058 | 326 | ||||||
| 2026-02-12 | 13F | Keel Point, LLC | 1.994 | 0,00 | 213 | 0,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 8.326.351 | 10,58 | 888.422 | 10,50 | ||||
| 2025-11-04 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 61 | 0,00 | 7 | 0,00 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 200.560 | 24,96 | 21.400 | 24,86 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 4.628 | 0 | ||||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 3.186 | 60,26 | 340 | 59,91 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 337.218 | 8,03 | 35.981 | 7,95 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 188.645 | 20.128 | ||||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 124.062 | 2,69 | 13.213 | 2,49 | ||||
| 2026-01-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 5.411 | 0,00 | 577 | 0,00 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 763 | 0,00 | 81 | 0,00 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 87.943 | -3,22 | 9.384 | -3,29 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 6.643 | 0,02 | 707 | -0,14 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 18.901 | 3,03 | 2.017 | 2,96 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 4.281 | 0,00 | 456 | -0,22 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 28.524 | -6,84 | 3.044 | -6,91 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 5.414 | 578 | ||||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 29.843 | 0,86 | 3.184 | 0,79 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 5.671 | -4,85 | 605 | -4,87 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2.653 | -12,27 | 283 | -12,11 | ||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.734 | -59,83 | 398 | -59,94 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 17.132 | 12,58 | 1.828 | 12,50 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 116.104 | 21,39 | 12.365 | 21,17 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 2.568 | -3,57 | 274 | -3,52 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 17.232 | 1.839 | ||||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F/A | Skopos Labs, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 89 | -61,97 | 9 | -62,50 | ||||
| 2026-02-17 | 13F | Dean Investment Associates, Llc | 6.650 | 0,00 | 710 | -0,14 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 20.437 | -0,54 | 2.181 | -0,64 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 945 | 101 | ||||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 4.310 | 0,00 | 460 | -0,22 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 2.685 | -8,27 | 286 | -8,65 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 10.627 | -12,51 | 1.134 | -12,58 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 4.472 | 31,18 | 477 | 31,40 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 159.194 | -25,59 | 16.986 | -25,65 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 52.014 | -1,33 | 5.550 | -1,40 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 28.390 | 0,30 | 3.029 | 0,23 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 48.573 | 2,51 | 5.173 | 2,33 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 354.080 | -2,26 | 37.780 | -2,33 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 11.946 | 10,43 | 1.272 | 10,23 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 2.955 | 0,34 | 315 | 0,32 | ||||
| 2026-04-13 | 13F | Trust Co | 3.033 | 0,10 | 323 | -0,31 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 2.014 | 215 | ||||||
| 2026-01-23 | 13F | Optima Capital Llc | 306 | 33 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 2.970 | -12,88 | 319 | -12,15 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.374 | 100,00 | 785 | 99,75 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 35.699 | -6,68 | 3.802 | -6,86 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 35.327 | 18,77 | 3.762 | 18,56 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 64.546 | 16,65 | 6.874 | 16,43 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 9.751 | 1.038 | ||||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 19.077 | -1,99 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 20.575 | 0,34 | 2.195 | 0,27 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 54.849 | 17,37 | 5.852 | 17,30 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 20.660 | 0,00 | 2.200 | -0,18 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 11.254 | 60,79 | 1.201 | 60,64 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 1.935 | 0,00 | 206 | 0,00 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 15.464 | 210,90 | 1.650 | 210,73 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 4.561 | -3,96 | 487 | -4,14 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.894 | 415 | ||||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 2.097 | 1,94 | 224 | 1,83 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 85.703 | 1,36 | 9.127 | 1,16 | ||||
| 2026-02-05 | 13F | WJ Wealth Management, LLC | 5.577 | -7,80 | 595 | -7,61 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 22.375 | 56,18 | 2.383 | 55,89 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 3.904 | -3,17 | 417 | -3,26 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 1.483 | 158 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 8.967 | 957 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 3.739 | -43,06 | 399 | -43,22 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 8.489.274 | 9,31 | 905.806 | 9,23 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 7.897 | 157,57 | 840 | 156,88 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 11.885 | 66,18 | 1.266 | 65,79 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 5.168 | 0,00 | 551 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 156.602 | -14,96 | 16.709 | -15,03 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 84 | 22,06 | ||||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Durante & Waters, Llc | 50.598 | 8,58 | 5.399 | 8,50 | ||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 7.336 | 5,94 | 783 | 5,82 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2.812 | -50,00 | 299 | -50,25 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 7.359 | -1,00 | 785 | -1,01 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 197.700 | 1,95 | 21.055 | 1,76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 18.717 | 290,18 | 1.997 | 290,04 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 2.798 | -1,10 | 298 | -1,00 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 114 | 12 | ||||||
| 2026-02-04 | 13F | Midwest Trust Co | 10.404 | 228,10 | 1.110 | 228,40 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 4.485 | -3,22 | 478 | -3,44 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 728 | 36,07 | 78 | 35,09 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 66.886 | 62,55 | 7.137 | 62,44 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 3.582 | 0,00 | 383 | 0,26 | ||||
| 2025-11-17 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 63.178 | 2,86 | 6.728 | 2,67 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 44.230 | 19,57 | 4.719 | 19,50 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 21.274 | -1,58 | 2.270 | -1,69 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 700 | 0,00 | 75 | 0,00 | ||||
| 2026-01-27 | 13F | Cannon Wealth Management Services, LLC | 4.668 | 3,87 | 498 | 3,97 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 2.467 | -32,72 | 263 | -32,99 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 3.538 | -16,67 | 0 | |||||
| 2025-11-13 | 13F | Skyline Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 48.092 | -8,50 | 5.122 | -8,67 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 1 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 64.707 | 1,53 | 6.904 | 1,45 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 8.271 | -5,39 | 881 | -5,58 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 1.931 | 206 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 52.874 | 4,96 | 5.631 | 4,78 | ||||
| 2026-01-15 | 13F | Nisa Investment Advisors, Llc | 674.815 | 5,01 | 72.003 | 4,93 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 23.393 | -0,99 | 2.496 | -1,03 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 2.373 | -8,45 | 253 | -8,33 | ||||
| 2026-02-09 | 13F | Allstate Corp | 1.547.744 | 3.158,41 | 165.144 | 3.155,99 | ||||
| 2026-02-17 | 13F | Creative Planning | 2.813.439 | 2,18 | 300.194 | 2,10 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 1.287.347 | -9,92 | 137.360 | -9,98 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 1.952 | -32,34 | 208 | -32,47 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 2.992 | 319 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | First Community Trust Na | 2.240 | -92,69 | 239 | -92,72 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 6.905 | -50,73 | 737 | -50,80 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 73.035 | 29,74 | 7.778 | 29,50 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 4.217 | 28,29 | 0 | |||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 32.832 | -0,63 | 3.503 | -0,71 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.491 | 4,40 | 265 | 4,33 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 2.553 | -93,79 | 272 | -93,80 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 5.193 | -11,06 | 554 | -11,08 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 2.000 | 0,00 | 213 | 0,00 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 52.953 | -29,22 | 5.639 | -29,35 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2.483 | 0,12 | 265 | 0,00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 20.530 | 2.186 | ||||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 15.631 | 1,65 | 1.665 | 1,46 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 25.820 | 17,06 | 2.755 | 16,94 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 2.278 | -97,32 | 243 | -97,33 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 61.728 | -3,23 | 6.586 | -3,30 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 101.053 | 3,86 | 10.762 | 3,67 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 122.001 | 10,23 | 13 | 9,09 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 13.311 | -0,49 | 1.418 | -0,70 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 2.335 | -54,45 | 249 | -54,48 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 4.000 | 12,99 | 427 | 13,30 | ||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 5.312 | 10,94 | 567 | 10,76 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 61.383 | -23,21 | 6.550 | -23,27 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 15.696 | -10,89 | 1.675 | -10,96 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 11.076 | -6,47 | 1.182 | -6,57 | ||||
| 2026-04-06 | 13F | CX Institutional | 2.658 | -75,50 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 2.545 | 0,00 | 271 | 0,00 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 18.700 | 1.992 | ||||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 30.465 | -6,57 | 3.251 | -6,64 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 17.510 | 7,85 | 1.868 | 7,79 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 7.887 | 0,19 | 842 | 0,12 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 17.685 | 1.080,57 | 1.887 | 1.086,16 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 3.081 | 3,04 | 329 | 3,14 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 2.354 | 0,00 | 251 | -0,40 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 84.556 | 9,40 | 9.023 | 9,32 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3.462 | 12,33 | 369 | 12,20 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 110.417 | 6,81 | 11.781 | 6,73 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 524.218 | 6,29 | 55.934 | 6,21 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 1.691 | 0,83 | 180 | 0,56 | ||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 2.910 | 310 | ||||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 2.557 | 273 | ||||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 22.218 | -1,94 | 2.366 | -2,11 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 3.355 | -9,00 | 357 | -9,16 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 10.985 | 0,00 | 1.172 | 0,00 | ||||
| 2026-02-17 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 175.005 | 6,26 | 18.673 | 6,19 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 5.834 | -1,92 | 623 | -2,05 | ||||
| 2025-11-12 | 13F | Astra Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 4.990 | 0,00 | 531 | -0,19 | ||||
| 2025-11-12 | 13F | State Farm Mutual Automobile Insurance Co | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 11.527 | -43,69 | 1.230 | -43,75 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 72.714 | -1,44 | 7.759 | -1,51 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 91.668 | 3,19 | 9.781 | 3,11 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 547.619 | 6,17 | 58.431 | 6,09 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 1.971 | 0,00 | 210 | -0,48 | ||||
| 2025-11-14 | 13F | NCM Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2.764 | -0,90 | 294 | -1,01 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 151.440 | -6,77 | 16.159 | -6,84 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 4 | 0 | ||||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 75.696 | 20,23 | 8.062 | 20,01 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 35.894 | -1,59 | 3.823 | -1,77 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 19.839 | 24,23 | 2.117 | 24,11 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2.398 | 0,00 | 256 | -0,39 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 1.935 | 0,00 | 206 | 0,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 241.506 | 52,39 | 25.720 | 52,11 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 7.390 | 22,55 | 789 | 22,55 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 38.828 | 7,37 | 4.143 | 7,28 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 9.970 | 1,66 | 1.064 | 1,53 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 1.365 | 0,00 | 146 | 0,00 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 6.570 | 0,00 | 700 | -0,29 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 6.564 | 42,45 | 699 | 42,36 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 16.022 | -2,40 | 1.710 | -2,34 | ||||
| 2026-02-12 | 13F | Alaethes Wealth LLC | 86.378 | -10,61 | 9.217 | -10,67 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 39.850 | 0,00 | 4.252 | -0,09 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 6.922 | 6,94 | 737 | 6,81 | ||||
| 2026-02-12 | 13F | Collier Financial | 777 | 0,52 | 83 | 1,22 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 3.131 | 0,48 | 333 | 0,30 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 9.058 | 0,00 | 966 | -0,10 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 27.672 | 0,29 | 2.953 | 0,20 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 10.935 | -9,93 | 1.165 | -10,12 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 3.562 | 0,03 | 380 | 0,00 | ||||
| 2026-02-09 | 13F | First National Trust Co | 11.991 | 8,60 | 1.279 | 8,57 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 2.240 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Power Wealth Management Llc | 4.624 | -1,72 | 493 | -1,79 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 16.732 | -2,09 | 1.789 | -1,92 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 2.929 | 9,37 | 313 | 9,47 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 66.597 | 1,37 | 7.095 | 1,15 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 102.078 | 20,08 | 11 | 11,11 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 3.531 | -4,64 | 376 | -4,81 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 5.053 | 14,81 | 539 | 14,93 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 12.248 | -1,98 | 1.307 | -2,10 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 36.356 | 40,88 | 3.872 | 40,61 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 293.208 | 7,66 | 31.285 | 7,58 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 40.141 | -6,99 | 4.270 | -7,27 | ||||
| 2025-11-06 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 2.135 | 227 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 27.051 | -13,68 | 2.886 | -13,75 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 2.222 | 0,00 | 237 | -0,42 | ||||
| 2025-10-31 | 13F | Cheviot Value Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 521.665 | 1,54 | 55.662 | 1,46 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 2.439 | 1,84 | 260 | 1,57 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 4.954 | -2,44 | 528 | -2,59 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 486.884 | 271 | ||||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 5.863 | 0,77 | 626 | 0,64 | ||||
| 2025-11-12 | 13F | One Wealth Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Bessemer Group Inc | 15.916 | -10,06 | 2 | 0,00 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 24.242 | 2,52 | 2.587 | 2,46 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 3.615 | -17,35 | 386 | -17,56 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 4.110 | 439 | ||||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 6.010 | -1,96 | 641 | -1,99 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 11.890 | -31,78 | 1.269 | -31,86 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 50.103 | 1.085,31 | 5.336 | 1.080,31 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 294.637 | 2,29 | 31.379 | 2,10 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 8.602 | -8,69 | 918 | -8,76 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 3.253 | 7,61 | 347 | 7,76 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 4.000 | 0,00 | 426 | 0,00 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 18.776 | 3,63 | 2.003 | 3,57 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 4.879 | 0,00 | 520 | -0,19 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 4.667 | -6,32 | 498 | -6,21 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 49.950 | -4,92 | 5.330 | -4,99 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 31.451 | -23,89 | 3.350 | -24,04 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 100.240 | 2,33 | 10.696 | 2,26 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1.946 | -4,04 | 207 | -4,17 | ||||
| 2026-02-03 | 13F | Oak Family Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 111.837 | 12,22 | 11.911 | 12,01 | ||||
| 2026-02-04 | 13F | Nwam Llc | 8.957 | -28,66 | 956 | -28,73 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 8.554 | -0,98 | 911 | -1,09 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 3.784 | 0,00 | 403 | |||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2.132 | 0,47 | 227 | 0,44 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 11.375 | 0,25 | 1.211 | 0,08 | ||||
| 2025-11-13 | 13F | Chesapeake Capital Corp /il/ | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 243 | 0,83 | 26 | 0,00 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 6.161 | 9,10 | 657 | 9,14 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 19.973 | 0,82 | 2.127 | 0,66 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 2.346 | 0,00 | 250 | 0,00 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 221.113 | 23.610 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 230.341 | 5,83 | 24.531 | 5,63 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 4.685 | 499 | ||||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 4.346 | 1,90 | 464 | 1,76 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.000 | 0,00 | 213 | 0,00 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 179.789 | -0,47 | 19.183 | -0,54 | ||||
| 2026-02-06 | 13F | New World Advisors LLC | 7.355 | -11,55 | 785 | -11,61 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 37.152 | 89,36 | 3.964 | 89,21 | ||||
| 2026-02-12 | 13F | Godshalk Welsh Capital Management, Inc. | 13.950 | 2,39 | 1.488 | 2,34 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 5.705 | 5,53 | 609 | 5,37 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 7.701 | 18,81 | 822 | 18,64 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 4.354 | 2,71 | 465 | 2,65 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 18.064 | 0,00 | 1.924 | -0,21 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 530.406 | -1,59 | 56.594 | -1,66 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 8.050 | -25,03 | 860 | -24,72 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 9.130 | 2,78 | 972 | 2,64 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 2.501 | -12,28 | 267 | -12,50 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wright Wealth Llc | 8.482 | 905 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 15.872 | 2,78 | 1.690 | 2,61 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 421.947 | 10,67 | 45.056 | 11,12 | ||||
| 2026-01-29 | 13F | Cornerstone Investment Partners, LLC | 3.653 | -1,40 | 390 | -1,52 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 3.458 | 0,44 | 368 | 0,27 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 27.503 | 141,00 | 2.935 | 140,89 | ||||
| 2026-02-25 | 13F | Thryve Wealth Management Llc | 2.210 | 236 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 614.591 | 0,80 | 65.577 | 100.786,15 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 22.354 | -1,90 | 2.381 | -2,10 | ||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 15.000 | 0,00 | 1.600 | -0,06 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 33.720 | 11,84 | 3.591 | 11,63 | ||||
| 2026-02-10 | 13F | Ade, Llc | 15.996 | -16,12 | 1.707 | -16,21 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 11.713 | 83,24 | 1.256 | 84,02 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 400 | 0,00 | 43 | 0,00 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 2.004 | 0,30 | 213 | 0,00 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 29.815 | 12,45 | 3.182 | 12,40 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 117 | 0,86 | 12 | 0,00 | ||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 10.084 | 0,15 | 1.076 | 0,00 | ||||
| 2026-02-12 | 13F | Investment Research Partners LLC | 81.546 | -2,58 | 8.701 | -2,33 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 5.020 | 0,00 | 536 | -0,19 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 5.969 | 6,21 | 636 | 6,01 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Kwmg, Llc | 17.404 | -6,59 | 1.854 | -6,74 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 1.392.758 | 12,06 | 148.607 | 11,98 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 16.714 | 28,81 | 1.780 | 28,61 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 261.553 | 6,20 | 27.908 | 6,12 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 2.287 | 0,70 | 244 | 0,41 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 10.579 | 0,00 | 1.129 | 0,00 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 52.220 | -11,75 | 5.572 | -11,82 | ||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 5.929 | 0,00 | 633 | -0,16 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 262.501 | -0,28 | 28.009 | -0,36 | ||||
| 2025-11-10 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 3.168 | -46,92 | 337 | -47,01 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 403 | -37,13 | 43 | -36,76 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 4.156 | 81,25 | 443 | 81,15 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 5.699 | 0,00 | 608 | 0,00 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 16.594 | -2,07 | 1.767 | -2,27 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 67.377 | 0,00 | 7.176 | -0,19 | ||||
| 2025-11-14 | 13F | Gen-Wealth Partners Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 2.192 | 20,11 | ||||||
| 2026-02-10 | 13F | Hilltop Partners LLC | 6.219 | 0,02 | 664 | 0,00 | ||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 3.098 | 52,16 | 331 | 52,07 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 5.709 | 0,00 | 609 | 0,00 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 226 | 165,88 | 0 | |||||
| 2026-02-11 | 13F | Cypress Capital Group | 16.035 | 3,19 | 1.711 | 3,07 | ||||
| 2025-10-29 | 13F | Platform Technology Partners | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 7.896 | 0,42 | 841 | 0,24 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 3.467 | -96,44 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 2.600 | -50,40 | 277 | -50,45 | ||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 13.300 | 0,35 | 1.419 | 0,28 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 71.290 | -4,77 | 7.607 | -4,84 | ||||
| 2026-02-17 | 13F | Fmr Llc | 22.551 | 25,28 | 2.406 | 25,18 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 3.005 | 0,00 | 321 | 0,00 | ||||
| 2026-02-13 | 13F | FF Advisors,LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 12.226 | 67,39 | 1.305 | 67,39 | ||||
| 2025-10-31 | 13F | Ewa, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 5.978 | 0,76 | 637 | 0,47 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 145.350 | 6,23 | 15.480 | 6,03 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 37.858 | 26,87 | 4.032 | 26,64 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 5.332 | 2,99 | 569 | 2,90 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 14.067 | 206,14 | 1.498 | 205,71 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 19 | 2 | ||||||
| 2026-02-10 | 13F | IF Advisors, LLC | 37.378 | 3.988 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 43.263 | 62,36 | 4.616 | 62,25 | ||||
| 2026-02-04 | 13F | Rock Point Advisors, LLC | 8.680 | 0,47 | 926 | 0,43 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 197.812 | -25,26 | 20.639 | -27,05 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 90 | 10 | ||||||
| 2026-01-28 | 13F | SP Asset Management LLC | 5.625 | 0,86 | 600 | 0,84 | ||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 3.000 | 0,00 | 320 | 0,00 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 3.396 | -14,16 | 362 | -14,45 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 24.446 | -0,65 | 2.603 | -0,84 | ||||
| 2025-11-07 | 13F | Jacobi Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 3.000 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 21.150 | -2,50 | 2.257 | -2,30 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 14.020 | 19,67 | 1.496 | 19,50 | ||||
| 2026-02-17 | 13F | Wit, Llc | 418.588 | 0,00 | 44.663 | -0,07 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 508.002 | 9,93 | 54.204 | 9,85 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 659 | 0,00 | 70 | 0,00 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 873.911 | 4,31 | 93.246 | 4,23 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 21.406 | -0,35 | 2.284 | -0,39 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 37.872 | -0,19 | 4.041 | -0,27 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 8.357 | 24,64 | 892 | 24,62 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 4.006 | -5,85 | 427 | -5,95 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 2.062 | -29,70 | 220 | -29,81 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 49.462 | 0,68 | 5.278 | 0,61 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 5.563 | 35,02 | 594 | 35,08 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 9.036 | 0,00 | 964 | |||||
| 2026-01-27 | 13F | TriaGen Wealth Management LLC | 8.541 | 0,00 | 911 | -0,11 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 115.639 | -3,59 | 12.339 | -3,67 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 123.854 | 5,44 | 13.190 | 5,24 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 8.419 | -2,70 | 897 | -2,93 | ||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 2.386 | 255 | ||||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 2.806 | -14,89 | 299 | -15,06 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2.838 | 29,65 | 302 | 29,61 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Blair William & Co/il | 34.246 | -0,04 | 3.654 | -0,11 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 189 | 20 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 3.180 | 38,74 | 339 | 38,52 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 75.734 | 1,19 | 8.081 | 1,11 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 6.629 | 1,50 | 706 | 1,29 | ||||
| 2026-01-29 | 13F | Traction Financial Partners, LLC | 3.741 | -1,58 | 399 | -1,48 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 3.358 | 0,00 | 357 | 0,00 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 10.973 | -15,00 | 1.171 | -15,09 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 205 | -6,82 | 22 | -8,70 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 36 | 0,00 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 662.627 | 8,66 | 70.702 | 8,58 | ||||
| 2026-01-27 | 13F | Probity Advisors, Inc. | 3.345 | -11,39 | 357 | -11,66 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 2.994 | 0,44 | 319 | 0,00 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 8.671 | 0,14 | 923 | 0,00 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Beacon Harbor Wealth Advisors, Inc. | 12.911 | 0,00 | 1.378 | -0,07 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 3.340 | 0,00 | 356 | 0,00 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 10 | 1 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 4.563 | -0,65 | 487 | -0,82 | ||||
| 2026-04-23 | 13F | McBroom & Associates, LLC | 22.126 | -5,38 | 2.356 | -5,53 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 17.372 | -17,11 | 1.854 | -17,17 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 663.262 | 4,30 | 70.851 | 4,44 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 69.893 | 6,42 | 7.458 | 6,33 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 9.005 | 37,17 | 961 | 36,95 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 179.558 | 16,15 | 19.123 | 15,93 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 4.441 | 0 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 40.338 | 1,57 | 4.296 | 1,39 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 12.636 | 0,00 | 1.348 | -0,07 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 42.437 | 21,45 | 5 | 33,33 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 1.604 | 171 | ||||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 2.633 | -10,59 | 281 | -10,83 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 3.487 | -0,40 | 373 | -0,27 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 21.879 | -2,96 | 2.334 | -3,03 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 1.884 | -54,40 | 201 | -54,42 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 7.801 | -0,31 | 831 | -0,48 | ||||
| 2026-01-30 | 13F | Cosner Financial Group, LLC | 9.873 | -1,04 | 1.053 | -1,13 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 8.700 | 7.531,58 | 928 | 7.633,33 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 2.292 | -50,00 | 244 | -50,10 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 2.787 | 297 | ||||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 1.925 | 54,62 | 205 | 55,30 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 124.661 | 6.292,87 | 13.300 | 6.356,31 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 49.477 | 1,94 | 5.269 | 1,76 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 5.170 | 7,62 | 551 | 7,42 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 16.980 | -5,40 | 1.808 | -5,59 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 24 | 3 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 315.642 | -3,50 | 33.679 | -3,57 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 3.005 | -18,32 | 321 | -18,37 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 1.949 | 0,00 | 208 | 0,00 | ||||
| 2026-01-08 | 13F | Sentinel Wealth Management, Inc. | 45.920 | -0,60 | 4.900 | -0,67 | ||||
| 2026-04-07 | 13F | Eastern Bank | 31 | 0,00 | 3 | 0,00 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 806 | 0,00 | 86 | 0,00 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 42.724 | 10,02 | 4.559 | 9,94 | ||||
| 2025-11-03 | 13F | Stage Harbor Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 4.680 | 0,00 | 499 | 0,00 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 6.559 | -7,18 | 699 | -7,30 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 40.460 | 0,50 | 4.309 | 0,30 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.326 | 36,31 | 354 | 36,15 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 2.666 | -8,57 | 284 | -8,68 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 100.733 | 2,82 | 10.728 | 2,63 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 3.205 | 0,85 | 342 | 0,88 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 435 | 0,00 | 46 | 0,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 83.926 | 13,86 | 8.955 | 13,76 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 16.220 | 0,02 | 1.727 | -0,17 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 2.646 | 36,11 | 282 | 36,23 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 8.939 | 7,54 | 954 | 7,44 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 17.633 | 23,45 | 1.889 | 24,28 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.033.462 | 11,32 | 110.270 | 11,24 | ||||
| 2025-11-04 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 6.312 | 151,88 | 673 | 152,06 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 12.210 | 124,70 | 1.303 | 124,48 | ||||
| 2025-11-14 | 13F | L2 Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 7.606 | 0,00 | 812 | -0,12 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 252.622 | 3,09 | 26.955 | 3,02 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 65.219 | 40,70 | 6.959 | 40,59 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 23.601 | -1,96 | 2.518 | -2,02 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 201 | 0,00 | 21 | 0,00 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 3.464 | 0,00 | 369 | -0,27 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 22.115 | 35,54 | 2.360 | 35,42 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 450 | 0,00 | 48 | 0,00 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 160 | 17 | ||||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 52 | -97,50 | 234 | 5,88 | ||||
| 2025-10-29 | 13F | DeDora Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 54.624 | 2,78 | 5.828 | 2,70 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 10.927 | -17,49 | 1.164 | -17,69 | ||||
| 2025-11-04 | 13F | Tyche Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Napa Wealth Management | 1.974 | 0,00 | 211 | 0,48 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 3.654 | 389 | ||||||
| 2026-01-20 | 13F | Pine Harbor Wealth Management, LLC | 49.839 | -1,91 | 5.318 | -1,99 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 3.535 | 83,64 | 377 | 83,90 | ||||
| 2026-02-09 | 13F | Westover Capital Advisors, LLC | 7.778 | 11,13 | 830 | 10,98 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 4.599 | 16,08 | 490 | 15,88 | ||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 5.297 | 0,00 | 565 | 0,00 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 2.794 | 14,32 | 298 | 14,62 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 23.002 | 2.456 | ||||||
| 2026-01-16 | 13F | Postrock Partners Llc | 8.400 | 0,00 | 896 | 0,00 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 4.081 | 237,27 | 435 | 237,21 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 11.432 | 4,78 | 1.220 | 4,73 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 3.796 | 0,00 | 405 | 0,00 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 10.341 | -7,79 | 1.103 | -7,85 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 496.911 | 4,19 | 53.020 | 4,11 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 18.682 | 76,33 | 1.990 | 76,02 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.618 | 279 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 82.048 | 10,52 | 8.755 | 10,43 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 2.601 | 0,00 | 277 | 0,00 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 10.328 | 57,61 | 1.102 | 57,51 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 94.282 | 16,69 | 10.060 | 16,60 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 5.376 | 0,00 | 574 | -0,17 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 1.300 | 0,00 | 138 | 0,00 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 5.925 | 16,38 | 631 | 16,21 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 12.856 | 1.381 | ||||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 21.664 | 578,27 | 2.307 | 578,53 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 4.405 | -13,05 | 470 | -13,15 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 5.121 | 0,41 | 545 | 0,18 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 23.247 | 8,41 | 2.480 | 8,34 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 12.060 | -2,35 | 1.284 | -2,51 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 2.317 | 0,00 | 247 | 0,00 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 13.433 | -0,97 | 1.433 | -1,04 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 2.068 | -45,52 | 220 | -45,68 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 262.290 | -5,84 | 27.991 | -5,97 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 8.184 | 0,22 | 873 | 0,23 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 32.088 | 30,28 | 3.417 | 30,02 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 425.683 | 3,06 | 45.420 | 2,99 | ||||
| 2026-01-29 | 13F | First Interstate Bank | 1.895 | 0,00 | 202 | 0,00 | ||||
| 2026-02-10 | 13F | Colton Groome Financial Advisors, Llc | 14.691 | 18,32 | 1.568 | 18,26 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 13.042 | 5,44 | 1.389 | 5,23 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 418.476 | 1,80 | 44.656 | 1,81 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 3.175 | 338 | ||||||
| 2026-01-27 | 13F | Human Investing LLC | 11.342 | -7,23 | 1.210 | -7,28 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 9.924 | 0,00 | 1.057 | -0,19 | ||||
| 2026-02-23 | 13F | Investments & Financial Planning, LLC | 3.957 | -0,83 | 422 | -0,94 | ||||
| 2026-04-23 | 13F | American National Bank | 1.584 | -76,82 | 169 | -76,95 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 28.825 | 0,00 | 3.076 | -0,06 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 52.127 | 1,11 | 5.552 | 0,93 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 9.734 | -3,34 | 1.037 | -3,54 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 178.009 | 4,06 | 18.994 | 3,99 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 365 | -68,99 | 39 | -69,60 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 214 | 23 | ||||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 55.101 | 2,41 | 5.868 | 2,23 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 146.677 | 3,84 | 15.650 | 3,76 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 28.542 | 7,08 | 3.040 | 6,86 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 17.478 | 2,81 | 1.861 | 2,59 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-20 | 13F | First Affirmative Financial Network | 7.925 | 0,52 | 846 | 0,95 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 13.990 | 430,53 | 1.493 | 430,96 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 90.413 | -6,85 | 9.647 | -6,91 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 32.447 | 5,45 | 3.456 | 5,24 | ||||
| 2025-11-03 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Bailard, Inc. | 199.528 | 63,16 | 21.290 | 63,03 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 13.813 | -5,36 | 1.472 | -5,71 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 2.342 | 0,43 | 249 | 0,40 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 77.478 | 14,19 | 8.284 | 14,47 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 11.492 | -50,00 | 1.224 | -50,12 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 3.124 | 41,94 | 333 | 41,70 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 1.883 | 0,00 | 201 | -0,50 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 14.542 | 8,80 | 1.552 | 8,69 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 7.415 | 15,88 | 790 | 15,69 | ||||
| 2025-11-14 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 6.022 | -12,61 | 643 | -12,65 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 26 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 33.751 | 10,72 | 3.601 | 10,63 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 21.428 | 0,21 | 2.282 | 0,04 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 32.919 | 1,77 | 3.512 | 1,68 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 2.710 | 289 | ||||||
| 2025-11-07 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | American Wealth Advisors, LLC | 9.965 | 0,02 | 1.063 | 0,00 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 175.251 | 0,56 | 18.673 | 0,41 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 5.514 | 0,00 | 587 | -0,17 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 294 | 5,00 | 31 | 6,90 | ||||
| 2026-02-12 | 13F | Zevin Asset Management Llc | 6.541 | 698 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 260.295 | 3,74 | 27.774 | 3,66 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 9.955 | 2,20 | 1.060 | 2,02 | ||||
| 2025-11-12 | 13F/A | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 118.032 | 34,31 | 12.594 | 34,21 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 30 | 0,00 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 13.286 | 1,47 | 1.415 | 1,29 | ||||
| 2026-01-20 | 13F | White & Co Financial Planning Inc | 2.277 | 0,00 | 243 | -0,41 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 8.329 | 27,37 | 889 | 27,22 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 540.978 | 3,70 | 57.722 | 3,63 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 9.807 | -19,71 | 1.046 | -19,79 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 4.364 | 15,18 | 465 | 14,85 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 19.686 | 6,76 | 2.100 | 6,65 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 3.868 | -45,47 | 412 | -45,63 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 13.710 | -8,95 | 1.463 | -9,02 | ||||
| 2026-02-17 | 13F | Signal Tree Financial Partners Llc | 34.474 | 1,45 | 3.678 | 1,55 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 15.082 | 1.609 | ||||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 3.826 | -7,65 | 408 | -7,69 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1.026.104 | 0,61 | 109.553 | 0,88 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | LeConte Wealth Management, LLC | 7.960 | 7,77 | 849 | 7,74 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 2.531 | 23,77 | 270 | 23,85 | ||||
| 2026-02-13 | 13F | City Of London Investment Management Co Ltd | 130.304 | 0,00 | 13.903 | -0,07 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 11.057 | 1.180 | ||||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 10.220 | 0,00 | 1.090 | -0,09 | ||||
| 2025-10-29 | 13F | Aspire Private Capital, LLC | 2.150 | 0,00 | 229 | 0,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 128.990 | 27,05 | 13.763 | 26,96 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 16.625 | -1,49 | 1.771 | -1,67 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 10.030 | -9,72 | 1.070 | -9,78 | ||||
| 2026-04-10 | 13F | Novem Group | 5.436 | -0,13 | 579 | -0,34 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 6.074 | 648 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 93.139 | -5,73 | 9.938 | -5,81 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 22.298 | 5,10 | 2.375 | 4,90 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 262.352 | -6,83 | 27.940 | -7,01 | ||||
| 2026-02-17 | 13F | Second Line Capital, LLC | 2.990 | 319 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 95.662 | 11,85 | 10.207 | 11,77 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 2.014 | 215 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 32.959 | -59,30 | 3.517 | -59,33 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 2.501 | 266 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 124.842 | 12,41 | 13.296 | 12,19 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 2.839 | 0,82 | 303 | 0,67 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 640.659 | 0,93 | 68.358 | 0,85 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.907 | 0,00 | 203 | 0,00 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 46.929 | -22,50 | 5.007 | -22,56 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 22.813 | -3,27 | 2.434 | -3,34 |

